MELVILLE CHARITABLE TRUST INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MELVILLE CHARITABLE TRUST INC (EIN 46-1670702)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202513219349102481
- Schema version
- 2024v5.2
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Notes Loans Rcvbl Long Sch
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T10:29:14-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TWO INTERNATIONAL PLACE 22ND FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461670702 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MELVILLE CHARITABLE TRUST INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MELV | BusinessNameControlTxt |
| Phone | 2039011065 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 157 CHURCH STREET 19TH FLOOR | AddressLine1Txt |
| City | NEW HAVEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06510 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN THOMAS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2039011065 | PhoneNum |
| Signature | 2025-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNA BERTUCCELLI | PreparerPersonNm |
| PTIN | P01534744 | PTIN |
| Phone | 6177170831 | PhoneNum |
| Preparation | 2025-11-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $130,710,411 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $2,529,565 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,896,561 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $54,188 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $90,014 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $90,014 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $90,014 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $90,014 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $5,537,185 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $56,873,155 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,841,182 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $46,413 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,229,360 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $46,413 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $8,203,177 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,057,117 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $190,615 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $361,283 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $13,426 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $347,857 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $747,252 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $11,508 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $735,744 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $293,269 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $5,514 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $287,755 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $361,535 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $358,032 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $71,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $35,900 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $35,900 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,026,789 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $638,251 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,192,328 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $289,240 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $92,338 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $129,645 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $69,998 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $69,997 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $122,248 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $122,435 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $5,933 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $5,933 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $327,124 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $90,014 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $237,110 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,806,116 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $796,937 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $90,014 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,393,091 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $24,063,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $12,366,430 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $28,869,866 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $796,937 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $90,014 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $15,759,521 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$20,666,689 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,260,180 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $100,601 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $896,248 | CashBOYAmt |
| Cash EOY | $1,169,884 | CashEOYAmt |
| Cash EOYFMV | $1,169,884 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,962,054 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,535,416 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,535,416 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $686,441 | AcctRcvblAmt |
| Acct Rcvbl BOY | $724,646 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $686,441 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $686,441 | AcctRcvblEOYFMVAmt |
| Other Nts And Loans Rcvbl | $2,513,500 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $2,513,500 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $2,513,500 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $2,513,500 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Other Investments BOY | $123,272,618 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $119,547,862 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $119,547,862 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $4,544,044 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,396,492 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $2,228,109 | LandBOYAmt |
| Land EOY | $2,147,552 | LandEOYAmt |
| Land EOYFMV | $2,147,552 | LandEOYFMVAmt |
| Other Assets BOY | $75,867 | OtherAssetsBOYAmt |
| Other Assets EOY | $109,756 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $109,756 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $131,673,042 | TotalAssetsBOYAmt |
| Total Assets EOY | $130,710,411 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $130,710,411 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $245,457 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $735,705 | AccountsPayableEOYAmt |
| Grants Payable BOY | $1,229,680 | GrantsPayableBOYAmt |
| Grants Payable EOY | $12,800,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $303,266 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $424,964 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,778,403 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $13,960,669 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $129,894,639 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $116,749,742 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $129,894,639 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $116,749,742 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $131,673,042 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $130,710,411 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $129,894,639 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$20,666,689 | ExcessRevenueOverExpensesAmt |
| Other Increases | $7,521,792 | OtherIncreasesAmt |
| Subtotal | $116,749,742 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $116,749,742 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $56,873,155 | GrossSalesPriceAmt |
| Cost Or Other Basis | $51,031,973 | CostOrOtherBasisAmt |
| Gain Or Loss | $5,841,182 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $5,841,182 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,841,182 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $5,841,182 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $128,717 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $128,717 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $128,717 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $74,963 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $74,963 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $2,198 | EsPenaltyAmt |
| Tax Due | $55,952 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.MELVILLETRUST.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUSAN THOMAS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2039011065 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 157 CHURCH STREET 19TH FLOOR | AddressLine1Txt |
| City | NEW HAVEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06510 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 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 |
|---|---|---|---|---|---|---|---|---|
| SUSAN THOMAS | ||||||||
| 157 CHURCH STREET 19TH FLOOR | NEW HAVEN | CT | 06510 | PRESIDENT | 40.00 | $307,029 | $54,254 | $0 |
| KAREN DUBOIS-WALTON | ||||||||
| 157 CHURCH STREET 19TH FLOOR | NEW HAVEN | CT | 06510 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| BINIAM GEBRE | ||||||||
| 157 CHURCH STREET 19TH FLOOR | NEW HAVEN | CT | 06510 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JC DAVID HADDEN | ||||||||
| 157 CHURCH STREET 19TH FLOOR | NEW HAVEN | CT | 06510 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ROBERT HAGGETT | ||||||||
| 157 CHURCH STREET 19TH FLOOR | NEW HAVEN | CT | 06510 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CARLA JAVITS | ||||||||
| 157 CHURCH STREET 19TH FLOOR | NEW HAVEN | CT | 06510 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ROLAN JONI YOUNG | ||||||||
| 157 CHURCH STREET 19TH FLOOR | NEW HAVEN | CT | 06510 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JENNIFER LEIMAILE HO | ||||||||
| 157 CHURCH STREET 19TH FLOOR | NEW HAVEN | CT | 06510 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KICA MATOS | ||||||||
| 157 CHURCH STREET 19TH FLOOR | NEW HAVEN | CT | 06510 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| RUTH MELVILLE | ||||||||
| 157 CHURCH STREET 19TH FLOOR | NEW HAVEN | CT | 06510 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| STEPHEN MELVILLE | ||||||||
| 157 CHURCH STREET 19TH FLOOR | NEW HAVEN | CT | 06510 | DIRECTOR | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| AIMEE HENDRIGAN | ||||||||
| 157 CHURCH STREET 19TH FLOOR | NEW HAVEN | CT | 06510 | EXECUTIVE VICE PRESI | 40.00 | $237,531 | $53,865 | $0 |
| REBECCA ALLEN | ||||||||
| 157 CHURCH STREET 19TH FLOOR | NEW HAVEN | CT | 06510 | SENIOR PROGRAM OFFIC | 40.00 | $183,955 | $50,191 | $0 |
| ALYIA GASKINS | ||||||||
| 157 CHURCH STREET 19TH FLOOR | NEW HAVEN | CT | 06510 | SENIOR PROGRAM OFFIC | 40.00 | $161,412 | $29,488 | $0 |
| HOLLY SULLIVAN | ||||||||
| 157 CHURCH STREET 19TH FLOOR | NEW HAVEN | CT | 06510 | DIRECTOR OF FINANCE | 30.00 | $108,075 | $38,308 | $0 |
| ANNA VIOLA-GOODMAN | ||||||||
| 157 CHURCH STREET 19TH FLOOR | NEW HAVEN | CT | 06510 | EXECUTIVE ASSISTANT | 40.00 | $77,414 | $46,038 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CITY COLLECTIVE | |||||
| 223 S WILMINGTON ST STE 200 | RALEIGH | NC | 27601 | CONSULTING | $277,689 |
| THE RABEN GROUP | |||||
| 1341 G ST NW 5TH FLOOR | WASHINGTON | DC | 20005 | CONSULTING | $167,671 |
| ABCD & COMPANY | |||||
| 11140 ROCKVILLE PIKE STE 300 | ROCKVILLE | MD | 20852 | CONSULTING | $159,639 |
| ARC4JUSTICE INC | |||||
| 405 WALTHAM ST 231 | LEXINGTON | MA | 02421 | CONSULTING | $87,098 |
| ANESE & ASSOCIATES | |||||
| 5602 SYCAMORE AVE | RIALTO | CA | 92377 | CONSULTING | $80,863 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE LYCEUM IS A HUB FOR EDUCATIONAL PROGRAMS AND THE EXCHANGE OF IDEAS ON HOUSING, HOMELESSNESS AND COMMUNITY DEVELOPMENT, PROVIDING A HOME FOR NONPROFITS AND MEETING SPACE FOR COMMUNITY MEMBERS, POLICY MAKERS, AND ORGANIZATIONS FROM THROUGHOUT CONNECTICUT. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Description2 | NEW SONG SUPPORTS THE DEVELOPMENT OF SAFE, ADEQUATE, AFFORDABLE HOUSING FOR LOW AND MODERATE INCOME FAMILIES AND PERSONS THAT RESULTS IN THE CREATION OF VIBRANT, HEALTHY COMMUNITIES. | Description2Txt |
| Expenses2 | $0 | Expenses2Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $84,455,817 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,799,620 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $43,313,984 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $129,569,421 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $129,569,421 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,943,541 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $127,625,880 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,381,294 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,381,294 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $128,717 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $626 | IncomeTaxAmt |
| Total Tax | $129,343 | TotalTaxAmt |
| Distributable Before Adj | $6,251,951 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,251,951 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,251,951 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $15,759,521 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $15,759,521 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,251,951 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,419,408 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,910,766 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,609,778 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $8,847,296 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $9,060,279 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $25,847,527 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $15,759,521 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,251,951 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $9,507,570 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $35,355,097 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $1,419,408 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $33,935,689 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,910,766 | ExcessFromYear4Amt |
| Excess From Year3 | $3,609,778 | ExcessFromYear3Amt |
| Excess From Year2 | $8,847,296 | ExcessFromYear2Amt |
| Excess From Year1 | $9,060,279 | ExcessFromYear1Amt |
| Excess From Current Year | $9,507,570 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SEE FUNDING GUIDELINES AT HTTPSMELV | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 157 CHURCH STREET 19TH FLOOR | AddressLine1Txt |
| City | NEW HAVEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06510 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2039011065 | RecipientPhoneNum |
| Form And Info And Materials | SEE FUNDING GUIDELINES AT HTTPS://MELVILLETRUST.ORG/WORK/INQUIRY | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE FUNDING GUIDELINES AT HTTPS://MELVILLETRUST.ORG/WORK/INQUIRY | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE FUNDING GUIDELINES AT HTTPS://MELVILLETRUST.ORG/WORK/INQUIRY | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (54 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A BETTER WAY FOUNDATION | |||||||
| PO BOX 942 | HARTFORD | CT | 06143 | N/A | PC | SPONSORSHIP | $10,000 |
| ASSOCIATION OF BLACK FOUNDATION EXECUTIVES | |||||||
| 55 EXCHANGE PLACE 4TH FLOOR | NEW YORK | NY | 10005 | N/A | PC | SPONSORSHIP | $15,000 |
| AFRICAN AMERICAN ALLIANCE OF CDFI CEOS | |||||||
| 301 E PINE ST STE 175 | ORLANDO | FL | 32801 | N/A | PC | GENERAL OPERATING GRANT | $100,000 |
| AMALGAMATED CHARITABLE FOUNDATION | |||||||
| 111 ROCKVILLE PIKE | ROCKVILLE | MD | 20850 | N/A | PC | PERC GENERAL OPERATING GRANT | $1,850,000 |
| CENTER FOR BUDGET POLICIES & PRIORITIES | |||||||
| 1275 FIRST ST NE STE 1200 | WASHINGTON | DC | 20002 | N/A | PC | GENERAL OPERATING GRANT | $600,000 |
| CENTER FOR CHILDREN'S ADVOCACY | |||||||
| 65 ELIZABETH ST | HARTFORD | CT | 06105 | N/A | PC | GENERAL OPERATING GRANT | $80,500 |
| CENTER FOR COMMUNITY PROGRESS | |||||||
| 111 EAST COURT ST | FLINT | MI | 48502 | N/A | PC | GENERAL OPERATING GRANT | $265,000 |
| CENTER FOR LEADERSHIP & JUSTICE | |||||||
| 47 VINE ST | HARTFORD | CT | 06112 | N/A | PC | GENERAL OPERATING GRANT | $100,000 |
| COMMUNITY SOLUTIONS | |||||||
| 60 BROAD ST STE 2510A | NEW YORK | NY | 10004 | N/A | PC | GENERAL OPERATING GRANT | $250,000 |
| CONNECTICUT COALITION TO END HOMELESSNESS | |||||||
| 257 LAWRENCE ST | HARTFORD | CT | 06106 | N/A | PC | GENERAL OPERATING GRANT | $100,000 |
| CONNECTICUT VOICES FOR CHILDREN | |||||||
| 33 WHITNEY AVE 308 | NEW HAVEN | CT | 06510 | N/A | PC | GENERAL OPERATING GRANT | $125,000 |
| CT COUNCIL FOR PHILANTHROPY | |||||||
| 75 CHARTER OAK AVE STE 1-205 | HARTFORD | CT | 06106 | N/A | PC | SPONSORSHIP | $220,500 |
| CONNECTICUT PUBLIC BROADCASTING | |||||||
| 1049 ASYLUM AVE | HARTFORD | CT | 06105 | N/A | PC | GENERAL OPERATING GRANT | $135,000 |
| DREXEL UNIVERSITY | |||||||
| 3141 CHESTNUT ST | PHILADELPHIA | PA | 19103 | N/A | PC | GENERAL OPERATING GRANT | $100,000 |
| ECONOMIC SECURITY PROJECT | |||||||
| 238 WEST FOURTH ST STE 5B | NEW YORK | NY | 10014 | N/A | PC | GENERAL OPERATING GRANT | $250,000 |
| FORGE CITY WORKS | |||||||
| 227 LAWRENCE ST | HARTFORD | CT | 06510 | N/A | PC | SPONSORSHIP | $670,000 |
| FUNDERS TOGETHER TO END HOMELESSNESS | |||||||
| 89 SOUTH ST 603 | BOSTON | MA | 02111 | N/A | PC | GENERAL OPERATING GRANT | $325,000 |
| GROUNDED SOLUTIONS NETWORK | |||||||
| PO BOX 70724 | OAKLAND | CA | 94612 | N/A | PC | GENERAL OPERATING GRANT | $294,000 |
| HARTFORD FOUNDATION FOR PUBLIC GIVING | |||||||
| 10 COLUMBUS BLVD | HARTFORD | CT | 06106 | N/A | PC | PROJECT GRANT | $200,000 |
| INDEPENDENT SECTOR | |||||||
| 1602 L ST NW STE 900 | WASHINGTON | DC | 20036 | N/A | PC | SPONSORSHIP | $15,000 |
| INSTITUTE FOR COMMUNITY RESEARCH | |||||||
| 2 HARTFORD SQUARE WEST STE 210 | HARTFORD | CT | 06106 | N/A | PC | GENERAL OPERATING GRANT | $250,000 |
| INVISIBLE PEOPLE | |||||||
| 7119 W SUNSET BLVD 618 | LOS ANGELES | CA | 90046 | N/A | PC | GENERAL OPERATING GRANT | $250,000 |
| JUNIOR ACHIEVEMENT OF SOUTHWEST NEW ENGLAND INC | |||||||
| 70 FARMINGTON AVE | HARTFORD | CT | 06510 | N/A | PC | SPONSORSHIP | $10,000 |
| LINC HOUSING CORPORATION | |||||||
| 555 EAST OCEAN BLVD | LONG BEACH | CA | 90802 | N/A | PC | SPONSORSHIP | $5,000 |
| LIVING CITIES | |||||||
| 1730 M ST NW | WASHINGTON | DC | 20036 | N/A | PC | PERC GENERAL OPERATING GRANT | $250,000 |
| MAKE THE ROAD CT | |||||||
| 360 FARMINGTON AVE | HARTFORD | CT | 06105 | N/A | PC | GENERAL OPERATING GRANT | $50,000 |
| MASS HOUSING ALLIANCE | |||||||
| 1 BEACON ST | BOSTON | MA | 02108 | N/A | PC | PROJECT GRANT | $150,000 |
| MOBILITY WORKS INC | |||||||
| 4323 9TH AVE 4H | BROOKLYN | NY | 11232 | N/A | PC | SPONSORSHIP | $5,000 |
| NATIONAL ALLIANCE TO END HOMELESSNESS | |||||||
| 1518 K ST NW 2ND FLOOR | WASHINGTON | DC | 20002 | N/A | PC | GENERAL OPERATING GRANT | $403,500 |
| NATIONAL COALITION FOR THE HOMELESS | |||||||
| 2201 P ST NW | WASHINGTON | DC | 20037 | N/A | PC | GENERAL OPERATING GRANT | $150,000 |
| NATIONAL FAIR HOUSING ALLIANCE | |||||||
| 1331 PENNSYLVANIA AVE NW 650 | WASHINGTON | DC | 20004 | N/A | PC | GENERAL OPERATING GRANT | $250,000 |
| NATIONAL HOUSING TRUST | |||||||
| 100 CAMBRIDGE ST STE 300 | BOSTON | MA | 02114 | N/A | PC | PROJECT GRANT | $250,000 |
| NATIONAL LEAGUE OF CITIES | |||||||
| 660 NORTH CAPITOL ST NW STE 450 | WASHINGTON | DC | 20001 | N/A | PC | PROJECT GRANT | $250,000 |
| NATIONAL LOW INCOME HOUSING COALITION | |||||||
| 1000 VERMONT AVE NW STE 500 | WASHINGTON | DC | 20005 | N/A | PC | GENERAL OPERATING GRANT | $550,000 |
| NATIONAL PARENT LEADERSHIP INSTITUTE | |||||||
| 15 RIVER RD STE 15B | WILTON | CT | 06897 | N/A | PC | GENERAL OPERATING GRANT | $200,000 |
| NATIONAL PUBLIC RADIO | |||||||
| 1111 NORTH CAPITOL ST NW | WASHINGTON | DC | 20002 | N/A | PC | GENERAL OPERATING GRANT | $250,000 |
| NEW AMERICA | |||||||
| 740 15TH ST NW | WASHINGTON | DC | 20005 | N/A | PC | GENERAL OPERATING GRANT | $75,000 |
| NEW VENTURE FUND (FUNDERS FOR HOUSING AND OPPORTUNITY) | |||||||
| 1201 CONNECTICUT AVE NW STE 300 | WASHINGTON | DC | 20002 | N/A | PC | GENERAL OPERATING GRANT | $500,000 |
| NEW VENTURE FUND (HOUSING NARRATIVE LAB) | |||||||
| 1828 L STREET NW | WASHINGTON | DC | 20036 | N/A | PC | GENERAL OPERATING GRANT | $250,000 |
| PARTNERSHIP FOR STRONG COMMUNITIES | |||||||
| 227 LAWRENCE ST | HARTFORD | CT | 06510 | N/A | PC | GENERAL OPERATING GRANT | $750,000 |
| PATHWAYS HOUSING FIRST INSTITUTE | |||||||
| 1028 2ND ST STE 22 | SANTA MONICA | CA | 90403 | N/A | PC | SPONSORSHIP | $15,000 |
| POINT SOURCE YOUTH | |||||||
| 215 PARK AVE SOUTH | NEW YORK | NY | 10003 | N/A | PC | GENERAL OPERATING GRANT | $50,000 |
| POLICY LINK | |||||||
| 1438 WEBSTER ST STE 303 | OAKLAND | CA | 94612 | N/A | PC | PROJECT GRANT | $50,000 |
| POWER RISING | |||||||
| 700 7TH ST SW STE 723 | WASHINGTON | DC | 20024 | N/A | PC | SPONSORSHIP | $6,500 |
| PRIVATE EQUITY STAKEHOLDER PROJECT | |||||||
| 2513 N CENTRAL PARK AVE | CHICAGO | IL | 60647 | N/A | PC | GENERAL OPERATING GRANT | $100,000 |
| THE BRIDGE CROSSING JUBILEE | |||||||
| PO BOX 1582 | SELMA | AL | 36702 | N/A | PC | PERC SPONSORSHIP | $100,000 |
| THE LEADERSHIP CONFERENCE EDUCATION FUND | |||||||
| 1620 L ST NW STE 1100 | WASHINGTON | DC | 20036 | N/A | PC | SPONSORSHIP | $5,000 |
| THIRD SECTOR NEW ENGLAND | |||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | N/A | PC | GENERAL OPERATING GRANT | $250,000 |
| THIRDSPACE ACTION LAB | |||||||
| 1464 E 105TH ST 302 | CLEVELAND | OH | 44106 | N/A | PC | SPONSORSHIP | $3,750 |
| TRUE COLORS UNITED | |||||||
| 1460 BROADWAY | NEW YORK | NY | 10036 | N/A | PC | SPONSORSHIP | $15,000 |
| TRUST NEIGHBORHOODS | |||||||
| 1737 WALNUT ST STE C | KANSAS CITY | MO | 64108 | N/A | PC | GENERAL OPERATING GRANT | $250,000 |
| UP FOR GROWTH | |||||||
| 1627 EYE ST NW STE 1130 | WASHINGTON | DC | 20006 | N/A | PC | PROJECT GRANT | $100,000 |
| URBAN LAND INSTITUTE | |||||||
| 2001 L ST NW STE 200 | WASHINGTON | DC | 20036 | N/A | PC | GENERAL OPERATING GRANT | $75,000 |
| URBAN STRATEGIES INC | |||||||
| 100 N BOARDWAY STE 1110 | ST LOUIS | MO | 63102 | N/A | PC | PERC PROJECT GRANT | $792,680 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $12,366,430 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMALGAMATED CHARITABLE FOUNDATION | |||||||
| 111 ROCKVILLE PIKE | ROCKVILLE | MD | 20850 | N/A | PC | PERC GENERAL OPERING GANT | $1,600,000 |
| AMALGAMATED CHARITABLE FOUNDATION | |||||||
| 111 ROCKVILLE PIKE | ROCKVILLE | MD | 20850 | N/A | PC | GERERAL OPERATING GRANT | $400,000 |
| BRIDGE CROSSING JUBILEE | |||||||
| 1410 WATER AVE | SELMA | AL | 36703 | N/A | PC | SPONSORSHIP | $100,000 |
| CENTER FOR BUDGET POLICY & PRIORITIES | |||||||
| 1275 FIRST ST NE STE 1200 | WASHINGTON | DC | 20002 | N/A | PC | GERERAL OPERATING GRANT | $1,000,000 |
| CENTER FOR COMMUNITY PROGRESS | |||||||
| 111 EAST COURT ST | FLINT | MI | 48502 | N/A | PC | GERERAL OPERATING GRANT | $250,000 |
| COMMUNITY SOLUTIONS | |||||||
| 60 BROAD ST STE 2510A | NEW YORK | NY | 10004 | N/A | PC | GERERAL OPERATING GRANT | $500,000 |
| CONNECTICUT COALITION TO END HOMELESSNESS | |||||||
| 257 LAWRENCE ST | HARTFORD | CT | 06106 | N/A | PC | GERERAL OPERATING GRANT | $200,000 |
| ECONOMIC SECURITY PROJECT | |||||||
| 238 WEST FOURTH ST STE 5B | NEW YORK | NY | 10014 | N/A | PC | GERERAL OPERATING GRANT | $500,000 |
| FORGE CITY WORKS | |||||||
| 227 LAWRENCE ST | HARTFORD | CT | 06510 | N/A | PC | GERERAL OPERATING GRANT | $1,000,000 |
| FUNDERS TOGETHER TO END HOMELESSNESS | |||||||
| 89 SOUTH ST 603 | BOSTON | MA | 02111 | N/A | PC | GERERAL OPERATING GRANT | $500,000 |
| INSTITUTE FOR COMMUNITY RESEARCH | |||||||
| 2 HARTFORD SQUARE WEST STE 210 | HARTFORD | CT | 06106 | N/A | PC | GERERAL OPERATING GRANT | $500,000 |
| NATIONAL ALLIANCE TO END HOMELESSNESS | |||||||
| 1518 K ST NW 2ND FLOOR | WASHINGTON | DC | 20002 | N/A | PC | GERERAL OPERATING GRANT | $800,000 |
| NATIONAL COALITION FOR THE HOMELESS | |||||||
| 2201 P ST NW | WASHINGTON | DC | 20037 | N/A | PC | GERERAL OPERATING GRANT | $200,000 |
| NATIONAL FAIR HOUSING ALLIANCE | |||||||
| 1331 PENNSYLVANIA AVE NW 650 | WASHINGTON | DC | 20004 | N/A | PC | GERERAL OPERATING GRANT | $200,000 |
| NATIONAL LOW INCOME HOUSING COALITION | |||||||
| 1000 VERMONT AVE NW STE 500 | WASHINGTON | DC | 20005 | N/A | PC | GERERAL OPERATING GRANT | $1,000,000 |
| NATIONAL PUBLIC RADIO | |||||||
| 1111 NORTH CAPITOL ST NW | WASHINGTON | DC | 20002 | N/A | PC | GERERAL OPERATING GRANT | $500,000 |
| NEW VENTURE FUND (FHO) | |||||||
| 1201 CONNECTICUT AVE NW STE 300 | WASHINGTON | DC | 20002 | N/A | PC | GERERAL OPERATING GRANT | $1,000,000 |
| NEW VENTURE FUND (HOUSING NARRATIVE LAB) | |||||||
| 1828 L STREET NW | WASHINGTON | DC | 20036 | N/A | PC | GERERAL OPERATING GRANT | $500,000 |
| PARTNERSHIP FOR STRONG COMMUNITIES | |||||||
| 227 LAWRENCE ST | HARTFORD | CT | 06510 | N/A | PC | GERERAL OPERATING GRANT | $1,100,000 |
| PRIVATE EQUITY STAKEHOLDER PROJECT | |||||||
| 2513 N CENTRAL PARK AVE | CHICAGO | IL | 60647 | N/A | PC | GERERAL OPERATING GRANT | $200,000 |
| TRUST NEIGHBORHOODS | |||||||
| 1737 WALNUT ST STE C | KANSAS CITY | MO | 64108 | N/A | PC | GERERAL OPERATING GRANT | $250,000 |
| TSNE (A WAY HOME AMERICA) | |||||||
| 89 SOUTH ST SUITE 700 | BOSTON | MA | 02111 | N/A | PC | GERERAL OPERATING GRANT | $500,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $12,800,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,475,377 | ExclusionAmt |
| Related Or Exempt Function Incm | $54,188 | RelatedOrExemptFunctionIncmAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $90,014 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,537,185 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|
| DEVELOPER FEE | $29,019 | ||
| IRS TAX REFUND | 01 | $17,394 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $8,029,956 | ExclusionAmt |
| Related Or Exempt Function Incm | $173,221 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,203,177 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 5B | THE LYCEUM IS A HUB FOR EDUCATIONAL PROGRAMS AND THE EXCHANGE OF IDEAS ON HOUSING, HOMELESSNESS AND COMMUNITY DEVELOPMENT, PROVIDING A HOME FOR NONPROFITS AND MEETING SPACE FOR COMMUNITY MEMBERS, POLICY MAKERS, AND ORGANIZATIONS THROUGHOUT CONNECTICUT. BILLINGS FORGE IS A BUILDING COMPLEX IN A DISTRESSED NEIGHBORHOOD PROVIDING A COMBINATION OF MIXED USE HOUSING, COMMERCIAL AND ACTIVITY/PROGRAM RELATED SPACE. |
| 11A | NEW SONG SUPPORTS THE DEVELOPMENT OF SAFE, ADEQUATE, AFFORDABLE HOUSING FOR LOW AND MODERATE INCOME FAMILIES AND PERSONS THAT RESULTS IN THE CREATION OF VIBRANT, HEALTHY COMMUNITIES. |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $71,800 | Amt |
| Net Investment Income | $35,900 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $35,900 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (28 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ANCHORAGE STRUCTURED CREDIT FUND - 338294 SHS | FMV | $2,293,246 | $2,293,246 |
| ARES PATHFINDER FUND (OFFSHORE) LP - 3003851 SHS | FMV | $3,360,141 | $3,360,141 |
| ARROWSTREET INTL EQUITY EAFE TRUST FUND - 68783 SHS | FMV | $10,785,863 | $10,785,863 |
| ARTISAN INTERNATIONAL FUND #661 - 113638 SHS | FMV | $3,065,971 | $3,065,971 |
| ARTISAN INTERNATIONAL VALUE FUND #1672 - 65725 SHS | FMV | $3,091,046 | $3,091,046 |
| BLACKROCK ADVANTAGE EMERGING MARKETS FUND CLASS K #2015 - 700253 SHS | FMV | $6,981,520 | $6,981,520 |
| BLUE OWL GP STAKES IV OFFSHORE - 3031528 SHS | FMV | $5,174,287 | $5,174,287 |
| DAWSON PORTFOLIO FINANCE II LP - 604084 SHS | FMV | $1,234,035 | $1,234,035 |
| DAWSON PORTFOLIO FINANCE III - 405852 SHS | FMV | $983,306 | $983,306 |
| DAWSON PORTFOLIO FINANCE IV LP - 1625330 SHS | FMV | $2,096,140 | $2,096,140 |
| FIDELITY 500 INDEX FUND CLASS AI #2328 - 157052 SHS | FMV | $32,068,472 | $32,068,472 |
| H.I.G. MIDDLE MARKET LBO FUND III LP - 1074117 SHS | FMV | $1,268,083 | $1,268,083 |
| HELLMAN & FRIEDMAN CAPITAL PARTNERS X L.P. - 1943707 SHS | FMV | $2,210,682 | $2,210,682 |
| HOLDBACK - HILDENE - 174281 SHS | FMV | $174,281 | $174,281 |
| MARATHON EMERGING MARKETS BOND OFFSHORE FUND LTD - 3510 SHS | FMV | $4,054,425 | $4,054,425 |
| PACIFIC ASSET MANAGEMENT BANK LOAN FUND LP - 2400000 SHS | FMV | $3,144,797 | $3,144,797 |
| PGIM HIGH YIELD FUND CLASS Q #1067 - 677024 SHS | FMV | $3,206,720 | $3,206,720 |
| PIMCO INCOME CLASS INS #1821 - 205668 SHS | FMV | $2,163,631 | $2,163,631 |
| PRIMA MORTGAGE INVESTMENT TRUST LLC - 1203621 SHS | FMV | $4,234,443 | $4,234,443 |
| PRIVATE EQUITY PARTNERS IX OFFSHORE LP - 1758955 SHS | FMV | $228,809 | $228,809 |
| PRUDENTIAL CORE FIXED INCOME - 2074296 SHS | FMV | $7,200,021 | $7,200,021 |
| ROSE AFFORDABLE HOUSING PRESERVATION FUND V REIT LP - 2244095 SHS | FMV | $1,667,372 | $1,667,372 |
| SCULPTOR REAL ESTATE PARALLEL FUND B, IV KP - 1543354 SHS | FMV | $1,503,264 | $1,503,264 |
| SSGA LONG US TREASURY INDEX NL CTF - 525528 SHS | FMV | $7,456,721 | $7,456,721 |
| WARBURG PINCUS GLOBAL GROWTH L.P. - 2074280 SHS | FMV | $3,687,505 | $3,687,505 |
| WELLINGTON TRUST CO NATL ASSOC. MULTIPLE COMMON TRUST - 221500 SHS | FMV | $6,213,078 | $6,213,078 |
| U.S. TRUST MCT INVESTMENTS | FMV | $2 | $2 |
| LYCEUM, INC. LLC | FMV | $1 | $1 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $361,535 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $358,032 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| RIGHT-OF-USE ASSETS | $17,651 | $34,796 | $34,796 |
| OTHER ASSETS | $58,216 | $74,960 | $74,960 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INSURANCE | $19,500 | $0 | $0 | $19,500 |
| OTHER EXPENSES | $2,808 | $0 | $0 | $2,808 |
| MEMBERSHIP DUES | $24,375 | $0 | $0 | $24,375 |
| LYCEUM OTHER EXPENSES | $280,441 | $0 | $90,014 | $190,427 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PARTNERSHIP INCOME | $0 | $1,200,341 | $0 |
| DEVELOPER FEE | $29,019 | $29,019 | $29,019 |
| IRS TAX REFUND | $17,394 | $17,394 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $7,521,792 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED EXCISE TAXES | $285,615 | $390,168 |
| OPERATING LEASE LIABILITY | $17,651 | $34,796 |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp (3 entries)
| Insider RelationshipInsiderRelationshipTxt | Loan OriginalLoanOriginalAmt | Balance DueBalanceDueAmt | NoteNoteDt | Loan MaturityLoanMaturityDt | InterestInterestRt | Security Provided BorrowerSecurityProvidedBorrowerTxt | Loan PurposeLoanPurposeTxt | Consideration FMVConsiderationFMVAmt |
|---|---|---|---|---|---|---|---|---|
| CAPITAL FOR CHANGE | ||||||||
| NONE | $105,000 | $0 | 2013-10 | 2023-11 | 3.000000000000 | UNSECURED | COMMUNITY LOAN POOL - BELOW MKT RATE LOANS (5 YR EXT) | $0 |
| NEIGHBORWORKS NEW HORIZONS | ||||||||
| NONE | $300,000 | $0 | 2019-07 | 2022-07 | 0.000000000000 | UNSECURED | ACQUISITION & PREDEVELOPMENT ACTIVITIES | $0 |
| BILLINGS FORGE LP | ||||||||
| NONE | $2,108,500 | $0 | 2015-11 | 2055-11 | 2.570000000000 | UNSECURED | NOTE RECEIVED AS PART OF SALE OF PROPERTY | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $638,251 | $638,251 | $0 | $0 |
| OTHER PROFESSIONAL FEES | $207,137 | $0 | $0 | $186,556 |
| PERC EXPENSES | $1,181,401 | $0 | $0 | $1,005,772 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ALT INVESTMENT FOREIGN TAX | $80,824 | $92,338 | $0 | $0 |
| EXCISE TAXES | $208,416 | $0 | $0 | $0 |