STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

OAK HILL FOUNDATION INC: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
OAK HILL FOUNDATION INC (EIN 86-1169503)
Tax period
2015-07-01 to 2016-06-30
Filed
2017-05-09
IRS object ID
201711299349302411
Schema version
2015v3.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2017-05-09T14:20:59-05:00ReturnTs
Tax Period End2016-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN061009205PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BLUM SHAPIRO & COMPANY PC CPA'SBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line129 S MAIN STREET PO BOX 272000AddressLine1Txt
CityWEST HARTFORDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP061272000ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2015-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN861169503EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE OAK HILL FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlOAKHBusinessNameControlTxt
Phone8602422274PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1120 HOLCOMB STREETAddressLine1Txt
CityHARTFORDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP061121589ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMES T JONESPersonNm
Person TitleVICE PRESIDENT AND CFOPersonTitleTxt
Phone8602422274PhoneNum
Signature2017-05-02SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHRISTINE DIMENNAPreparerPersonNm
PTINP01353752PTIN
Phone8605614000PhoneNum
Preparation2017-05-02PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJAMES T JONESPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1120 HOLCOMB STREETAddressLine1Txt
CityHARTFORDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06112ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$63,315,429GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.OAKHILLCT.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2006FormationYr
Legal Domicile StateCTLegalDomicileStateCd
Activity Or MissionTHE MISSION OF THE OAK HILL FOUNDATION IS TO DEVELOP, PRUDENTLY MANAGE AND DISBURSE FINANCIAL RESOURCES TO SUPPORT OAK HILL PROGRAMS AND SERVICES THAT ENHANCE THE QUALITY OF LIFE, MOBILITY, INDEPENDENCE AND EMPLOYABILITY OF PEOPLE WITH DISABILITIES, INCLUDING VISUAL IMPAIRMENTS AND MORE PARTICULARLY TO ADMINISTER, HOLD AND INVEST, ALL OF THE PROPERTY, ASSETS AND FUNDS OF THE CORPORATION AS AN ENDOWMENT OR OTHERWISE, AND TO EXPEND THE EARNINGS AND/OR PRINCIPLE OF THE SAME IN FURTHERANCE OF THE PURPOSE AND MISSION OF THE FOUNDATION CONSISTENT WITH ANY TERMS, CONDITIONS OR RESTRICTIONS IMPOSED BY DONORS.ActivityOrMissionDesc
Voting Members Governing Body8VotingMembersGoverningBodyCnt
Voting Members Independent8VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers8TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$352,403PYContributionsGrantsAmt
CY Contributions Grants$355,984CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$8,616,787PYInvestmentIncomeAmt
CY Investment Income$5,099,699CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$8,969,190PYTotalRevenueAmt
CY Total Revenue$5,455,683CYTotalRevenueAmt
PY Grants And Similar Paid$4,020,096PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$4,454,792CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$368,000PYOtherExpensesAmt
CY Other Expenses$384,000CYOtherExpensesAmt
PY Total Expenses$4,388,096PYTotalExpensesAmt
CY Total Expenses$4,838,792CYTotalExpensesAmt
PY Revenues Less Expenses$4,581,094PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$616,891CYRevenuesLessExpensesAmt
Total Assets BOY$101,489,737TotalAssetsBOYAmt
Total Assets EOY$96,359,408TotalAssetsEOYAmt
Total Liabilities BOY$619,511TotalLiabilitiesBOYAmt
Total Liabilities EOY$782,234TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$100,870,226NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$95,577,174NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE MISSION OF THE OAK HILL FOUNDATION IS TO DEVELOP, PRUDENTLY MANAGE AND DISBURSE FINANCIAL RESOURCES TO SUPPORT OAK HILL PROGRAMS AND SERVICES THAT ENHANCE THE QUALITY OF LIFE, MOBILITY, INDEPENDENCE AND EMPLOYABILITY OF PEOPLE WITH DISABILITIES, INCLUDING VISUAL IMPAIRMENTS AND MORE PARTICULARLY TO: 1) SOLICIT, RAISE, RECEIVE AND ACCEPT PUBLIC AND PRIVATE GIFTS, TRANSFERS, ASSIGNMENTS, CONVEYANCES, BEQUESTS, DEVISES, DEEDS AND GRANTS OF REAL AND PERSONAL, TANGIBLE AND INTANGIBLE, PROPERTY, ASSETS AMD FUNDS, OR ANY INTEREST THEREIN, FOR USE IN FUTHERANCE OF THE PURPOSES AND MISSION. 2) ADMINSTER, HOLD AND INVEST, ALL OF THE PROPERTY, ASSETS AND FUNDS OF THE CORPORATION AS AN ENDOWMENT OR OTHERWISE, AND TO EXPEND THE EARNINGS AND/OR PRINCIPLE OF THE SAME IN FUTHERANCE OF THE PURPOSE AND MISSION OF THE FOUNDATION CONSISTENT WITH ANY TERMS, CONDITIONS OR RETRICTIONS IMPOSED BY DONORS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$4,454,792ExpenseAmt
Grant$4,454,792GrantAmt
Revenue$5,455,683RevenueAmt
DescOAK HILL FOUNDATION MISSION IS TO DEVELOP, MANAGE AND DISBURSE FINANCIAL RESOURCES TO SUPPORT OAK HILL PROGRAMS THAT ENHANCE THE QUALITY OF LIFE, MOBILITY, INDEPENDENCE AND EMPLOYABILITY OF PEOPLE WITH DISABILITIES.Desc
Total Program Service Expenses$4,454,792TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Form8899 Filedind0Form8899Filedind
Form1098 C Filed0Form1098CFiledInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members8GoverningBodyVotingMembersCnt
Independent Voting Member8IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (1)DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCTStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JAMES T JONESBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8602422274PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1120 HOLCOMB STREETAddressLine1Txt
CityHARTFORDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP061121589ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtHighest Compensated EmployeeHighestCompensatedEmployeeInd
CHRISTOPHER HANLON
CHAIRMAN/DIRECTOR0.50Yes (X)Yes (X)$0$0$0
JAMES LINK
VICE CHAIRMAN0.50Yes (X)Yes (X)$0$0$0
ADAM COHEN
DIRECTOR0.50Yes (X)$0$0$0
DAVID BUSHONG
DIRECTOR0.50Yes (X)$0$0$0
DAVID WILLIAMS
DIRECTOR0.50Yes (X)$0$0$0
DEBORAH B WIACEK
DIRECTOR0.50Yes (X)$0$0$0
RALPH WENTWORTH
DIRECTOR0.50Yes (X)$0$0$0
ROSEMARY CLARKE
DIRECTOR0.50Yes (X)$0$0$0
BARRY M SIMON
PRESIDENT & CEO0.00Yes (X)$0$213,063$34,19240.00
JAMES T JONES
TREASURER & CFO0.00Yes (X)$0$145,080$24,40540.00
GAYLE WINTJEN
GENERAL COUNSEL & SECRETARY0.00$0$134,666$28,78740.00Yes (X)
BRUCE STOVALL
VICE PRESIDENT & COO0.00$0$131,103$22,67140.00Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$623,912TotReportableCompRltdOrgAmt
Total Other Compensation$110,055TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BANK OF AMERICABusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line1200 GLASTONBURY BLVDAddressLine1Txt
CityGLASTONBURYCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06033ZIPCd
FieldValueIRS element (for citing)
ServicesINVESTMENT FEESServicesDesc
Compensation$166,132CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
All Other Contributions$355,984AllOtherContributionsAmt
Total Contributions$355,984TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,840,193TotalRevenueColumnAmt
Exclusion$1,840,193ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$61,119,252SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$57,859,746SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$3,259,506SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,259,506TotalRevenueColumnAmt
Exclusion$3,259,506ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,455,683TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$5,099,699ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$4,454,792TotalAmt
Program Services$4,454,792ProgramServicesAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$384,000TotalAmt
Management And General$384,000ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$4,838,792TotalAmt
Program Services$4,454,792ProgramServicesAmt
Management And General$384,000ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$161,782BOYAmt
EOY$149,586EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$69,005BOYAmt
EOY$2,385EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$182,168BOYAmt
EOY$147,678EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$101,076,782BOYAmt
EOY$96,059,759EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$101,489,737BOYAmt
EOY$96,359,408EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$619,511BOYAmt
EOY$782,234EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$619,511BOYAmt
EOY$782,234EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$55,987,629BOYAmt
EOY$52,779,612EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$37,265,204BOYAmt
EOY$35,146,397EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$7,617,393BOYAmt
EOY$7,651,165EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$100,870,226BOYAmt
EOY$95,577,174EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$101,489,737BOYAmt
EOY$96,359,408EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$616,891ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$5,909,943NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type1Yes (X)SupportingOrgType1Ind
Supported Organizations1SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1THE CONNECTICUT INSTITUTE FOR THE BLINDBusinessNameLine1Txt
FieldValueIRS element (for citing)
EIN060669111EIN
Organization Type2OrganizationTypeCd
Governing Document ListedYes (1)GoverningDocumentListedInd
Support$4,245,572SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$4,245,572SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (1)ListedByNameGoverningDocInd
Suprt Org No IRS Determination0SuprtOrgNoIRSDeterminationInd
Supported Org Section C4560SupportedOrgSectionC456Ind
Supported Org Not Organized US0SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org0OrganizationChangeSuprtOrgInd
Support Non Supported Org0SupportNonSupportedOrgInd
Payment Substantial Contribtr0PaymentSubstantialContribtrInd
Loan Disqualified Person0LoanDisqualifiedPersonInd
Controlled Disqualified Prsn0ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int0DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int0DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules0ExcessBusinessHoldingsRulesInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

FieldValueIRS element (for citing)
Power Appoint Majority Dir TrstYes (1)PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt Org0OperateBenefitNonSuprtOrgInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$100,054,672BeginningYearBalanceAmt
Contributions$103,456ContributionsAmt
Investment Earnings Or Losses-$905,333InvestmentEarningsOrLossesAmt
Other Expenditures$4,245,571OtherExpendituresAmt
End Year Balance$95,007,224EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$101,327,794BeginningYearBalanceAmt
Contributions$1,046ContributionsAmt
Investment Earnings Or Losses$2,726,647InvestmentEarningsOrLossesAmt
Other Expenditures$4,000,815OtherExpendituresAmt
End Year Balance$100,054,672EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$89,842,461BeginningYearBalanceAmt
Contributions$393,431ContributionsAmt
Investment Earnings Or Losses$14,818,201InvestmentEarningsOrLossesAmt
Other Expenditures$3,726,299OtherExpendituresAmt
End Year Balance$101,327,794EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$83,545,705BeginningYearBalanceAmt
Contributions$569,768ContributionsAmt
Investment Earnings Or Losses$9,154,806InvestmentEarningsOrLossesAmt
Other Expenditures$3,427,818OtherExpendituresAmt
End Year Balance$89,842,461EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$87,177,454BeginningYearBalanceAmt
Contributions$277,694ContributionsAmt
Investment Earnings Or Losses-$645,632InvestmentEarningsOrLossesAmt
Other Expenditures$3,263,811OtherExpendituresAmt
End Year Balance$83,545,705EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.55020BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.08050PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.36930TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART V, LINE 4:FormAndLineReferenceDesc
ExplanationTHE MISSION OF THE OAK HILL FOUNDATION IS TO DEVELOP, PRUDENTLY MANAGE AND DISBURSE FINANCIAL RESOURCES TO SUPPORT OAK HILL PROGRAMS AND SERVICES THAT ENHANCE THE QUALITY OF LIFE, MOBILITY, INDEPENDENCE AND EMPLOYABILITY OF PEOPLE WITH DISABILITIES, INCLUDING VISUAL IMPAIRMENTS AND MORE PARTICULARLY TO: 1) SOLICIT, RAISE, RECEIVE AND ACCEPT PUBLIC AND PRIVATE GIFTS, TRANSFERS, ASSIGNMENTS, CONVEYANCES, BEQUESTS, DEVISES, DEEDS AND GRANTS OF REAL AND PERSONAL, TANGIBLE AND INTANGIBLE, PROPERTY, ASSETS AND FUNDS, OR ANY INTEREST THEREIN, FOR USE IN FUTHERANCE OF THE PURPOSES AND MISSION. 2) ADMINISTER, HOLD AND INVEST, ALL OF THE PROPERTY, ASSETS AND FUNDS OF THE CORPORATION AS AN ENDOWMENT OR OTHERWISE, AND TO EXPEND THE EARNINGS AND/OR PRINCIPLE OF THE SAME IN FUTHERANCE OF THE PURPOSE AND MISSION OF THE FOUNDATION CONSISTENT WITH ANY TERMS, CONDITIONS OR RETRICTIONS IMPOSED BY DONORS.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
CONNECTICUT INSTITUTE FOR THE BLIND DBA OAK HILL
120 HOLCOMB STREETHARTFORDCT061121589060669111501(C)(3)$4,245,572TO FULFILL THE MISSION OF THE OAK HILL FOUNDATION.
HARTFORD FOUNDATION FOR PUBLIC GIVING
10 COLUMBUS BOULEVARDHARTFORDCT06106060699252501(C)(3)$100,000TO FULFILL THE MISSION OF THE HARTFORD FOUNDATION FOR PUBLIC GIVING

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationCONNECTICUT INSTITUTE FOR THE BLIND, THE GRANT RECIPIENT, MANAGES THE FOUNDATION. NO MONITORING NECESSARY.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
BARRY M SIMON
PRESIDENT & CEO$0$213,063$0$0$0$0$0$0$0$34,192$0$247,255$0$0
JAMES T JONES
TREASURER & CFO$0$145,080$0$0$0$0$0$0$0$24,405$0$169,485$0$0
GAYLE WINTJEN
GENERAL COUNSEL & SECRETARY$0$134,666$0$0$0$0$0$0$0$28,787$0$163,453$0$0
BRUCE STOVALL
VICE PRESIDENT & COO$0$131,103$0$0$0$0$0$0$0$22,671$0$153,774$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 3MANAGEMENT SERVICES PERFORMED BY THE CT INSTITUTE FOR THE BLIND/DBA OAK HILL IN ACCORDANCE WITH AN ADMINISTRATIVE SERVICES AGREEMENT.
FORM 990, PART VI, SECTION A, LINE 6OAK HILL FOUNDATION IS A MEMBERSHIP CORPORATION
FORM 990, PART VI, SECTION A, LINE 7AOAK HILL FOUNDATION IS A MEMBERSHIP CORPORATION WHOSE SOLE MEMBER IS CIB/OAK HILL
FORM 990, PART VI, SECTION B, LINE 11THE 990 IS PROVIDED TO ALL BOARD MEMBERS AND IS REVIEWED BY MANAGAMENT PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CMEMBERS OF THE BOARD REVIEW THE POLICY AND MAKE DISCLOSURES ANNUALLY.
FORM 990, PART VI, SECTION B, LINE 15OAK HILL FOUNDATION HAS NO EMPLOYEES.
FORM 990, PART VI, SECTION C, LINE 19GOVERNANCE DOCUMENTS AND COI POLICY ARE AVAILABLE UPON REQUEST. THE FINANCIAL STATEMENTS ARE INCLUDED IN THE SUPPORTED ORGANIZATION'S CONSOLIDATED ANNUAL REPORT. FORM 990 IS AVAILABLE ON THE ORGANIZATION'S WEBSITE OR UPON REQUEST.
FORM 990, PART XII, LINE 2C EXPLANATION:THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT PROCESS NOR SELECTION PROCESS DURING THE TAX YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtControlled OrganizationControlledOrganizationInd
THE CONNECTICUT INSTITUTE FOR THE BLIND DBA OAK HILL
120 HOLCOMB STREETHARTFORDCT061121589223319897ENHANCES INDEPENDENCE AND QUALITY OF LIFE FOR PEOPLE WITH DISABILITIESCT501(C)(3)9Yes (1)
THE CONNECTICUT INSTITUTE FOR THE BLIND DBA OAK HILL
120 HOLCOMB STREETHARTFORDCT061121589060669111ENHANCES INDEPENDENCE AND QUALITY OF LIFE FOR PEOPLE WITH DISABILITIESCT501(C)(3)2Yes (1)
EASTER SEALS CONNECTICUT INC
120 HOLCOMB STREETHARTFORDCT061121589060653197ENHANCES INDEPENDENCE AND QUALITY OF LIFE FOR PEOPLE WITH DISABILITIESCT501(C)(3)7Yes (1)
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgYes (1)LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgYes (1)LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (5 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
CONNECTICUT INSTITUTE FOR THE BLIND OAK HILL
B$4,245,572COST
CONNECTICUT INSTITUTE FOR THE BLIND OAK HILL
E$782,234COST
CONNECTICUT INSTITUTE FOR THE BLIND OAK HILL
M$384,000COST
CONNECTICUT INSTITUTE FOR THE BLIND OAK HILL
D$6,500,000LOC
CONNECTICUT INSTITUTE FOR THE BLIND OAK HILL
D$3,594,167NOTE PAYABLE