WADSWORTH FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- WADSWORTH FAMILY FOUNDATION (EIN 20-1645236)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-15
- IRS object ID
- 201723199349104202
- Schema version
- 2016v3.0
- 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
- Form 990-PF
- Schedule B
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-15T16:36:48-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 412072419 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVIS MASCOLA & PHILLIPS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 85 BARNES RD STE 207 | AddressLine1Txt |
| City | WALLINGFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 064922576 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201645236 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WADSWORTH FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WADS | BusinessNameControlTxt |
| Phone | 2032699730 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 879 CHURCH STREET RT 68 | AddressLine1Txt |
| City | WALLINGFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06492 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM WADSWORTH SR | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2032699730 | PhoneNum |
| Signature | 2017-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PETER B DAVIS | PreparerPersonNm |
| PTIN | P00501047 | PTIN |
| Phone | 2032650488 | PhoneNum |
| Preparation | 2017-11-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Submission Creation Device Id | BC1FDDFF40D6DCE6C5CBD2042D1E78B9965585E9 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | BC1FDDFF40D6DCE6C5CBD2042D1E78B9965585E9 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,378,549 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $491,633 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $37,794 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $37,794 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $37,794 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$44,083 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,467,244 | GrossSalesPriceAmt |
| Total Rev And Expnss | $485,344 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $37,794 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $37,794 | TotalAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $275 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $275 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $375,275 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $375,275 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $375,550 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $375,275 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $109,794 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $37,794 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $37,794 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $6,628,526 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $462,568 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $462,568 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,571,572 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,915,981 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,915,981 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $8,200,098 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,378,549 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,378,549 | TotalAssetsEOYFMVAmt |
| Grants Payable EOY | $125,000 | GrantsPayableEOYAmt |
| Total Liabilities EOY | $125,000 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $8,200,098 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,253,549 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,200,098 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,253,549 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,200,098 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,378,549 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,200,098 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $109,794 | ExcessRevenueOverExpensesAmt |
| Other Increases | -$56,343 | OtherIncreasesAmt |
| Subtotal | $8,253,549 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $8,253,549 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | FID ADV EQUITY GRTH | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2015-06-01 | AcquiredDt |
| Sold | 2016-01-11 | SoldDt |
| Gross Sales Price | $1,464,343 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,511,327 | CostOrOtherBasisAmt |
| Gain Or Loss | -$46,984 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$46,984 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$44,083 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $114,585 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,408,959 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.015466 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $90,444 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,716,855 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.033290 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $24,515 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,866,672 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.013133 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $75,691 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,407,568 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.053774 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $65,022 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,382,844 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047020 | DistributionYr5Rt |
| Total Distribution | 0.162683 | TotalDistributionRt |
| Average Distribution | 0.032537 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,127,807 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $264,454 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $378 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $264,832 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $375,275 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $378 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $378 | SubtotalAmt |
| Tax Based On Investment Income | $378 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $2,275 | AppliedToEsTaxAmt |
| Total Payments And Credits | $2,275 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,897 | OverpaymentAmt |
| Applied To ES Tax | $1,897 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | WILLIAM WADSWORTH | IndividualWithBooksNm |
| Phone | 2032699730 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 879 CHURCH STREET | AddressLine1Txt |
| Address Line2 | RT 68 | AddressLine2Txt |
| City | WALLINGFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06492 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| WILLIAM WADSWORTH SR | ||||||||
| 879 CHURCH ST RT 68 | WALLINGFORD | CT | 06492 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| WILLIAM WADSWORTH JR | ||||||||
| 879 CHURCH ST RT 68 | WALLINGFORD | CT | 06492 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | GRANTS | Description1Txt |
| Expenses1 | $250,275 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,718,567 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $533,014 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,251,581 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $8,251,581 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $123,774 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,127,807 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $406,390 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $406,390 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $378 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $378 | TotalTaxAmt |
| Distributable Before Adj | $406,012 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $406,012 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $406,012 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $375,275 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $375,275 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $378 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $374,897 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $406,012 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $347,316 | UndistributedIncomePYAmt |
| Qualifying Distributions | $375,275 | QualifyingDistributionsAmt |
| Applied To Year1 | $347,316 | AppliedToYear1Amt |
| Applied To Current Year | $27,959 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $378,053 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WILLIAM WADSWORTH | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | WILLIAM WADSWORTH SR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 879 CHURCH STREET RT 68 | AddressLine1Txt |
| City | WALLINGFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06492 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2038877717 | RecipientPhoneNum |
| Form And Info And Materials | LETTER | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO DEADLINES | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (46 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient Foundation StatusRecipientFoundationStatusTxt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 21 DONATIONS OF 600 | ||||||||
| VARIOUS | VARIOUS | CT | 06492 | NONE | VARIOUS | $7,370 | ||
| ADELMAN FAMILY FOUNDATION | ||||||||
| 562 BALDWIN AVE 2 | MERIDEN | CT | 06450 | NONE | DONATION | $20,000 | TAX-EXEMPT | |
| ARC OF MERIDENWLFD | ||||||||
| 200 RESEARCH PKWY | MERIDEN | CT | 06450 | NONE | DONATION | $1,000 | ||
| BIRTHRITE OF GREATER MERIDEN | ||||||||
| 39 CENTER ST | MERIDEN | CT | 06451 | NONE | DONATION | $2,000 | ||
| BOYS & GIRLS CLUB OF MERIDEN | ||||||||
| 15 LINCOLN ST | MERIDEN | CT | 06451 | NONE | DONATION. | $3,000 | ||
| BRANFORD LAND TRUST | ||||||||
| P O BOX 254 | BRANFORD | CT | 06405 | NONE | DONATION | $2,000 | ||
| CASTLE CRIAG PLAYHOUSE | ||||||||
| 59 W MAIN ST | MERIDEN | CT | 06451 | NONE | DONATION | $1,000 | ||
| CENTER ST CONGREGATIONAL | ||||||||
| 474 BROAD ST | MERIDEN | CT | 06450 | NONE | CAP IMPROVEMENT | $10,000 | ||
| CHESHIRE INTERFAITH HOUSING | ||||||||
| PO BOX 3 | CHESHIRE | CT | 06410 | NONE | DONATION | $2,000 | ||
| CHURCH OF CHRIST | ||||||||
| 1131 DURHAM RD | WALLINGFORD | CT | 06492 | NONE | HONDURAS HOMES | $1,375 | ||
| DAN HUNTER FUND | ||||||||
| 61 UNCAS RD | CLINTON | CT | 06413 | NONE | DONATION | $2,500 | ||
| DENNIS OLSEN LIFELINE FD | ||||||||
| 127 WASHINGTON AVE 3RD F | NORTH HAVEN | CT | 06473 | NONE | DONATION | $2,000 | BH CARE | |
| DOMINICAN MISSION TEAM | ||||||||
| 146 CHURCH ST | WALLINGFORD | CT | 06492 | NONE | DONATION | $10,000 | ||
| FILIPEK TENNIS TOURNAMENT | ||||||||
| 230 COPPER RIDGE RD | SOUTHINGTON | CT | 06489 | NONE | SPONSORSHIP | $22,500 | TAX-EXEMPT | |
| FIRST CONG CHURCH | ||||||||
| 62 COLONY ST | MERIDEN | CT | 06451 | NONE | DONATION | $2,000 | ||
| FOUNDATION FIGHTING BLINDNESS | ||||||||
| 7168 COLUMBIA GATEWAY DR | COLUMBIA | MD | 21046 | NONE | DONATION | $5,000 | ||
| HABITAT FOR HUM-BROWARD COUNTY | ||||||||
| 3564 N OCEAN BLVD | BROWARD | FL | 33009 | NONE | DONATION | $195,000 | ||
| HUBCAP OF WALLINGFORD | ||||||||
| 128 CENTER ST | WALLINGFORD | CT | 06492 | NONE | LIFE FAIR | $1,950 | ||
| HUNTERS SCHOLARSHIP | ||||||||
| 61 UNCAS RD | CLINTON | CT | 06413 | NONE | DONATION | $1,200 | ||
| IMPACT 100 DETROIT | ||||||||
| P O BOX 1138 | BIRMINGHAM | MI | 48012 | NONE | DONATION | $5,000 | ||
| LAKEWOOD CHURCH | ||||||||
| 3700 SW FREEWAY | HOUSTON | TX | 77027 | NONE | DONATION | $1,000 | ||
| LOVE THY NEIGHBOR FUND | ||||||||
| 6864 NW 25TH WAY | FORT LAUDERDALE | FL | 33309 | NONE | DONATION | $2,000 | ||
| MERIDEN HUMANE SOCIETY | ||||||||
| 311 MURDOCK AVE | MERIDEN | CT | 06450 | NONE | DONATION | $2,500 | ||
| NORTHFORD CONGREGATIONAL | ||||||||
| OLD POST ROAD | NORTHFORD | CT | 06472 | NONE | DONATION | $2,000 | ||
| PETER MONAHAN SCHOLARSHIP FUND | ||||||||
| 516 HIGH ST | BELLINGHAM | WA | 98225 | NONE | SCHOLARSHIP | $2,000 | ||
| PETIT FAMILY FOUNDATION | ||||||||
| P O BOX 310 | PLAINVILLE | CT | 06062 | NONE | MEMORIAL CONTRIBUTION | $2,000 | TAX-EXEMPT | |
| PLATT HS BAND UNIFORM FD | ||||||||
| 50 WESTERLY TERRACE | MERIDEN | CT | 06451 | NONE | DONATION | $1,000 | ||
| PROSPECT SCHOLARSHIP FD | ||||||||
| 20 WATERBURY RD | PROSPECT | CT | 06712 | NONE | SCHOLARSHIP | $1,000 | ||
| PS1 ACADEMY | ||||||||
| 6211 BRIARCLIFF RD | FR MEYERS | FL | 33912 | NONE | DONATION | $2,500 | ||
| RECORD JOURNAL CAMPERSHIP | ||||||||
| 11 CROWN ST | MERIDEN | CT | 06450 | NONE | CAMPERSHIP FUND | $2,600 | TAX-EXEMPT | |
| RECORD JOURNAL FOUNDATON | ||||||||
| 11 CROWN ST | MERIDEN | CT | 06450 | NONE | DONATION | $10,000 | TAX-EXEMPT | |
| ROGER RANDALL CENTER | ||||||||
| 11 PARK ST | HOULTON | ME | 04730 | NONE | DONATION | $1,000 | ||
| ROTARY CLUB OF ARDMORE PA | ||||||||
| 801 YALE AVE | SWARTHMORE | PA | 19081 | NONE | DONATION | $2,000 | ||
| ROTARY CLUB OF WALLINGFORD | ||||||||
| P O BOX 213 | WALLINGFORD | CT | 06492 | NONE | DONATION | $3,280 | ||
| SAYBROOK POINT INN | ||||||||
| 2 BRIDGE ST | OLD SAYBROOK | CT | 06475 | NONE | DONATION | $1,000 | ||
| SCOW | ||||||||
| 284 WASHINGTON ST | WALLINGFORD | CT | 06492 | NONE | DONATION | $5,000 | ||
| SS PETER & PAUL CHURCH | ||||||||
| 139 N ORCHARD ST | WALLINGFORD | CT | 06492 | NONE | DONATION | $1,000 | ||
| ST JOSPEH ELEM SCHOOL | ||||||||
| 159 W MAIN ST | MERIDEN | CT | 06451 | NONE | DONATION | $1,000 | ||
| ST PIUS X CHURCH | ||||||||
| 310 WESTFIELD ST | MIDDLETOWN | CT | 06457 | NONE | DONATION | $2,000 | ||
| SUMMER CAMPERSHIP FUND | ||||||||
| 500 WEST MAIN ST | MERIDEN | CT | 06450 | NONE | DONATION | $4,500 | TAX-EXEMPT | |
| TEMPLE B'NAI ABRAHAM | ||||||||
| 127 EAST MAIN ST | MERIDEN | CT | 06450 | NONE | DONATION | $2,000 | TAX-EXEMPT | |
| THE SISTERS PROJECT | ||||||||
| 363 S MAIN ST | WALLINGFORD | CT | 06492 | NONE | DONATION | $4,000 | TAX-EXEMPT | |
| WALLINGFORD FAMILY YMCA | ||||||||
| 81 S ELM ST | WALLINGFORD | CT | 06492 | NONE | ANNUAL CAMPAIGN | $1,000 | TAX-EXEMPT | |
| WALLINGFORD FOUNDATION | ||||||||
| P O BOX 213 | WALLINGFORD | CT | 06492 | NONE | CORP SPONSOR | $1,000 | TAX-EXEMPT | |
| WALLINGFORD SYMPHONY ORCHESTRA | ||||||||
| P O BOX 6023 | WALLINGFORD | CT | 06492 | NONE | ANNUAL CAMPAIGN | $20,000 | TAX-EXEMPT | |
| WALNUT HILL COMM CHURCH | ||||||||
| 156 WALNUT HILL RD | BETHEL | CT | 06801 | NONE | DONATION | $1,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $375,275 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $37,794 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$44,083 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$6,289 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$6,289 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 4 | LineNumberTxt |
| Relationship Statement | INCOME FROM INVESTMENTS IS USED TO DISTRIBUTE FUNDS TO VARIOUS ORGANIZATIONS. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | WILLIAM F WADSWORTH | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 879 CHURCH STREET RT 68 | AddressLine1Txt |
| City | WALLINGFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06492 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $491,633 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIDELITY ADV EQUITY GROWTH - I | ||
| FIDELITY ADV DIN GRTH FD | $355,138 | $355,138 |
| FID ADV FIMM PRIME PORT | $7,560,843 | $7,560,843 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| BANK FEE | $25 |
| MISCELLANEOUS | $250 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON IVENSTMENT | Desc |
| Amt | -$56,343 | Amt |