Civic Intelligence

Wireless Zone Foundation for Giving Inc

990 • Fiscal year 2018 • EIN 03-0515666

Jan 01, 2018 to Dec 31, 2018 • Filed on May 20, 2019

Organization Profilewww.wirelesszone.com/about-foundation.php
795 Brook StreetRocky Hill, CT 06067

(860) 632-9494

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

27th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

27th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

51st percentile

3.9%

Higher net margin than 51% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

36th percentile

-2.3%

Faster asset growth than 36% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

27th percentile

-7.5%

Faster revenue growth than 27% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets27th percentile

Assets

Down

$499,424

Down $11,498 (-2.3%) from 2017

Net Assets

Up

$499,424

Up $18,502 (+3.8%) from 2017

Liabilities

Down

$0

Down $30,000 (-100%) from 2017

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin51st percentile

Revenue

Down

$650,987

Down $52,711 (-7.5%) from 2017

Expenses

Up

$625,716

Up $262,778 (+72%) from 2017

Net Income

Down

$25,271

Down $315,489 (-93%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0Assets 2010: $220,512Liabilities 2010: $49,499Net Assets 2010: $171,0132010Assets 2011: $194,684Liabilities 2011: $0Net Assets 2011: $194,6842011Assets 2012: $216,973Liabilities 2012: $0Net Assets 2012: $216,9732012Assets 2013: $236,381Liabilities 2013: $0Net Assets 2013: $236,3812013Assets 2014: $255,299Liabilities 2014: $938Net Assets 2014: $254,3612014Assets 2015: $191,953Liabilities 2015: $0Net Assets 2015: $191,9532015Assets 2016: $137,677Liabilities 2016: $0Net Assets 2016: $137,6772016Assets 2017: $510,922Liabilities 2017: $30,000Net Assets 2017: $480,9222017Assets 2018: $499,424Liabilities 2018: $0Net Assets 2018: $499,4242018Assets 2019: $448,059Liabilities 2019: $0Net Assets 2019: $448,0592019Assets 2020: $456,397Liabilities 2020: $61,643Net Assets 2020: $394,7542020

Highlighted filing

2018

Assets$499,424
Liabilities$0
Net Assets$499,424
Open 2018 Filing

Operations Trend

Revenue Growth27th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$800K$600K$400K$200K$0-$200KExpenses 2010: $338,4142010Expenses 2011: $472,1802011Revenue 2012: $435,999Expenses 2012: $424,478Net Income 2012: $11,5212012Revenue 2013: $422,871Expenses 2013: $416,478Net Income 2013: $6,3932013Revenue 2014: $416,875Expenses 2014: $386,892Net Income 2014: $29,9832014Revenue 2015: $280,490Expenses 2015: $331,838Net Income 2015: -$51,3482015Revenue 2016: $278,567Expenses 2016: $344,195Net Income 2016: -$65,6282016Revenue 2017: $703,698Expenses 2017: $362,938Net Income 2017: $340,7602017Revenue 2018: $650,987Expenses 2018: $625,716Net Income 2018: $25,2712018Revenue 2019: $637,354Expenses 2019: $690,016Net Income 2019: -$52,6622019Revenue 2020: $637,418Expenses 2020: $690,881Net Income 2020: -$53,4632020

Highlighted filing

2018

Revenue$650,987
Expenses$625,716
Net Income$25,271
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 20, 2019
Return Version
2018v3.1
Gross Receipts
$683,430
Mission and Program Overview

Mission

To provide grants and to qualified 501(c)(3) charitable organizations in our contributors' communities and the continental U.S.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$376,844$347,350▼ $29,494
Pledges and Grants Receivable$66,140$89,613▲ $23,473
Investments in Publicly Traded Securities$63,228$60,506▼ $2,722
Prepaid Expenses and Deferred Charges$4,072$1,955▼ $2,117
Accounts Receivable$638$0▼ $638
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$510,922$499,424▼ $11,498
Other Assets Total-$0-
Liabilities
Grants Payable$30,000--
Total Liabilities$30,000$0▼ $30,000
Net Assets / Fund Balance
Unrestricted Net Assets$480,922$499,424▲ $18,502
Total Net Assets Fund Balance$480,922$499,424▲ $18,502
Total Liabilities and Net Assets / Fund Balance$510,922$499,424▼ $11,498

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$63,228-▼ $2,722-$60,506
2017$58,062-▲ $5,166-$63,228
2016$116,223-▲ $124$58,285$58,062
2015$162,494-▼ $6,271$40,000$116,223
2014$161,845-▲ $649-$162,494
Compensation and Service Providers
Top Officer Pay50th percentile

Board Members and Trustees

NameTitle
Eric LeungDirector
Robert CheneyDirector
Robert MusserDirector
Scott GladstoneDirector
Stephanie JohnsonDirector
Keith DzikiDirector / V.P.
Ryan HerrickDirector / V.P.
Shelly NemicDirector / V.P.
Dave StaszewskiDirector/Secr.
Brian MurtariPres./ Director
Molly Martin to 918V.P. / Director
Michael ReinhardTreasurer/Direc
Revenue and Support

Revenue Composition

Contributions and Grants
$655,802
Program Service Revenue
$0
Investment Income
$3,409
Other Revenue
$-8,224
All Other Contributions
$160,452
Change in Net Assets
$25,271

Audited Revenue Reconciliation

Revenue per Audited Statements
$650,987
Revenue Not Reported on Form 990
$25,674
Total Revenue per Audited Statements
$676,661
Total Revenue per Form 990
$650,987
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$611,600
Other Expenses$14,116
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$611,600--$611,600
Fees for Services Accounting-$6,800-$6,800
Insurance-$1,117-$1,117
Other Expenses-$130-$130
Total Functional Expenses$611,600$14,116$0$625,716

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$658,159
Expenses per Audited Statements$625,716
Total Expenses per Form 990$625,716
Expenses Not Reported on Form 990$32,443
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
64 organizs at 5500 eachRocky Hill, CT501(c)(3)General charitable support$352,000
Make a Wish Fdn - CTTrumbull, CT501(c)(3)General charitable support$30,000
Autism SpeaksBoston, MA501(c)(3)General charitable support$25,000
Childrens Tumor FoundNew Yokr, NY501(c)(3)General charitable support$25,000
Feeding AmericaChicago, IL501(c)(3)General charitable support$25,000
St Jude Childrens Res HospMemphis, TN501(c)(3)General charitable support$25,000
Veterans Leadership W PAPittsburgh, PA501(c)(3)-$25,000
Make a Wish Foundation - MIBrighton, MI501(c)(3)General charitable support$10,000
Make a Wish Foundation - NJMonroe Township, NJ501(c)(3)General charitable support$10,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$32,443
Fundraising Gross Income$24,219
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$77,950$21,600$4,193$17,407
Convention event$21,619$2,619-$2,619
Total Events$99,569$24,219$32,443$-8,224
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

“The Board generally consists of 7 Ex Officio Directors and 6 Elected Directors.Ex Officio Directors of the organization serve by virtue of their executive positions with Wireless Zone LLC, the sponsor of the Foundation.Elected Directors serve, as elected by the directors, generally because they are Wireless Zone(R) franchisees of Wireless Zone LLC.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“The Form 990 is prepared by the Foundation's independent accountant, following the completion of the audited financial statements. The return is reviewed by the Treasurer and President, who provide comments. The Form 990 is circulated to the members of the Board via email before filing. The final version is submitted electronically by the CPA. .”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“The Secretary to the Board annually distributes a conflict of interest questionnaire to Board members. The responses are reviewed by the Secretary, and if necessary by the Board, in accordance with state law..”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“The Foundation's governing documents, conflict of interest policy and financial statements are provided in accordance with state law..”

Filing and Contact Details

Filer

Filer Name
Wireless Zone Foundation for Giving Inc
EIN
03-0515666
Phone
8606329494
Address
795 Brook Street, Rocky Hill, CT 06067

Signing Officer

Name
Michael Reinhard
Title
Treasurer
Signed
2019-05-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brian Murtari
Formed
2003
Legal Domicile
Ct
Voting Board Members
11
Independent Board Members
4
Employees
0
Volunteers
25

Preparer

Firm
Adam P Cohen CPA LLC
Address
81 South Main St Suite 9, West Hartford, CT 06107-2405
Preparer
Adam P Cohen
Phone
8605216400
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2: Change of Oversight or Selection Process

“The Board of Directors serves as the audit committee of the whole.”

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

“Investment portfolio is intended to build an endowment so that the Foundation may continue its grantmaking if there should be a fluctuation in annual support.Part V, Line 1(e) - Expenditures are Board-authorized transfers.”

Part X : FIN48 Footnote

“Management has determined that the Foundation has no uncertain tax positions that would require financial statement recognition or disclosure. The Foundation's federal information returns prior to 2014 are generally not subject to examination.”

Part XI, Line 2D: Other revenue amounts included in F/S but not included on form 990

“Special event expenses $32443”

Part XII, Line 2D: Other expenses and losses per audited F/S

“Special event expenses $32443”

Raw XML AppendixShowing 400 of 662 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsReceivableGrp/BOYAmt0638
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0To provide grants and to qualified 501(c)(3) charitable organizations in our contributors' communities and the continental U.S.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherContributionsAmt0160452
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0Michael Reinhard Treasurer
IRS990/BooksInCareOfDetail/PhoneNum08606329494
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0795 Brook Street
IRS990/BooksInCareOfDetail/USAddress/CityNm0Rocky Hill
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0060673403
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0376844
IRS990/CashNonInterestBearingGrp/EOYAmt0347350
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContriRptFundraisingEventAmt075350
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0655802
IRS990/CYGrantsAndSimilarPaidAmt0611600
IRS990/CYInvestmentIncomeAmt03409
IRS990/CYOtherExpensesAmt014116
IRS990/CYOtherRevenueAmt0-8224
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt025271
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0625716
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0650987
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0Grants to qualified 501(c)(3) organizations as selected by Board of Directors from Wireless Zone employee and franchisee suggestions. One hundred twenty-nine organizations received grants of $1,000 or more. Seventy of these organizations received additional grants of at least $2,500 up to $4,500. Eight charities received grants of $10,000 or more.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt00
IRS990/EmploymentTaxReturnsFiledInd0false
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt0611600
IRS990/FamilyOrBusinessRlnInd0true
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt06800
IRS990/FeesForServicesAccountingGrp/TotalAmt06800
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt13.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt100.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.50
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/PersonNm0Brian Murtari
IRS990/Form990PartVIISectionAGrp/PersonNm1Michael Reinhard
IRS990/Form990PartVIISectionAGrp/PersonNm2Stephanie Johnson
IRS990/Form990PartVIISectionAGrp/PersonNm3Robert Cheney
IRS990/Form990PartVIISectionAGrp/PersonNm4Shelly Nemic
IRS990/Form990PartVIISectionAGrp/PersonNm5Ryan Herrick
IRS990/Form990PartVIISectionAGrp/PersonNm6Eric Leung
IRS990/Form990PartVIISectionAGrp/PersonNm7Scott Gladstone
IRS990/Form990PartVIISectionAGrp/PersonNm8Molly Martin to 918
IRS990/Form990PartVIISectionAGrp/PersonNm9Dave Staszewski
IRS990/Form990PartVIISectionAGrp/PersonNm10Keith Dziki
IRS990/Form990PartVIISectionAGrp/PersonNm11Robert Musser
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/TitleTxt0Pres./ Director
IRS990/Form990PartVIISectionAGrp/TitleTxt1Treasurer/Direc
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director / V.P.
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director / V.P.
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8V.P. / Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director/Secr.
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director / V.P.
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr02003
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingAmt075350
IRS990/FundraisingDirectExpensesAmt032443
IRS990/FundraisingGrossIncomeAmt024219
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantAmt0611600
IRS990/GrantsPayableGrp/BOYAmt030000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0611600
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0611600
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0683430
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt01117
IRS990/InsuranceGrp/TotalAmt01117
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt03409
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt03409
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt063228
IRS990/InvestmentsPubTradedSecGrp/EOYAmt060506
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0CT
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0To provide grants and to qualified 501(c)(3) charitable organizations in our contributors' communities and the continental U.S.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0480922
IRS990/NetAssetsOrFundBalancesEOYAmt0499424
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-8224
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-8224
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-6769
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0State filing fees
IRS990/OtherExpensesGrp/Desc1Printing and Publications
IRS990/OtherExpensesGrp/Desc2Bank charges
IRS990/OtherExpensesGrp/Desc3Meetings
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02883
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11894
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21292
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3130
IRS990/OtherExpensesGrp/TotalAmt02883
IRS990/OtherExpensesGrp/TotalAmt11894
IRS990/OtherExpensesGrp/TotalAmt21292
IRS990/OtherExpensesGrp/TotalAmt3130
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt066140
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt089613
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt04072
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01955
IRS990/PrincipalOfficerNm0Brian Murtari
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0720824
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0352277
IRS990/PYInvestmentIncomeAmt02645
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt010661
IRS990/PYOtherRevenueAmt0-19771
IRS990/PYRevenuesLessExpensesAmt0340760
IRS990/PYTotalExpensesAmt0362938
IRS990/PYTotalRevenueAmt0703698
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt025271
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RelatedOrganizationsAmt0420000
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0655802
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0720824
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0301286
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0308746
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0426327
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02412985
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt03409
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt02645
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01458
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01929
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt04138
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt013579
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.59480
IRS990ScheduleA/PublicSupportPY170Pct00.71540
IRS990ScheduleA/PublicSupportTotal170Amt01443264
IRS990ScheduleA/SubstantialContributorsTotAmt0969721
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0655802
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0720824
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0301286
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0308746
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0426327
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02412985
IRS990ScheduleA/TotalSupportAmt02426564
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BoardDesignatedBalanceEOYPct01.00000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt063228
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt060506
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-2722
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt058062
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt063228
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt05166
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0116223
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt058062
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0124
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt058285
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0162494
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0116223
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-6271
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt040000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0161845
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0162494
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0649
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/ExpensesNotReportedAmt032443
IRS990ScheduleD/ExpensesSubtotalAmt0625716
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-6769
IRS990ScheduleD/OtherExpensesIncludedAmt032443
IRS990ScheduleD/OtherRevenueAmt032443
IRS990ScheduleD/RelatedOrgListSchRInd0false
IRS990ScheduleD/RevenueNotReportedAmt025674
IRS990ScheduleD/RevenueSubtotalAmt0650987
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Investment portfolio is intended to build an endowment so that the Foundation may continue its grantmaking if there should be a fluctuation in annual support.Part V, Line 1(e) - Expenditures are Board-authorized transfers.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1Management has determined that the Foundation has no uncertain tax positions that would require financial statement recognition or disclosure. The Foundation's federal information returns prior to 2014 are generally not subject to examination.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2Special event expenses $32443
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3Special event expenses $32443
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 4: Intended uses of the endowment fund.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part X : FIN48 Footnote
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3Part XII, Line 2d: Other expenses and losses per audited F/S
IRS990ScheduleD/TotalExpensesPerForm990Amt0625716
IRS990ScheduleD/TotalRevenuePerForm990Amt0650987
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0676661
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0658159
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt075350

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$499,424
Liabilities
$0
Net assets
$499,424
Revenue
$650,987
Expenses
$625,716
Net income
$25,271
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$4.56$0.62$3.95$6.37$6.91$0.53
2019Detailed filing. Detailed filing data is available for this year.$4.48$0.00$4.48$6.37$6.90$0.53
2018Detailed filing. Detailed filing data is available for this year.$4.99$0.00$4.99$6.51$6.26$0.25
2017Detailed filing. Detailed filing data is available for this year.$5.11$0.30$4.81$7.04$3.63$3.41
2016Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$2.79$3.44$0.66
2015Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$2.80$3.32$0.51
2014Detailed filing. Detailed filing data is available for this year.$2.55$0.01$2.54$4.17$3.87$0.30
2013Detailed filing. Detailed filing data is available for this year.$2.36$0.00$2.36$4.23$4.16$0.06
2012Summary only. Only limited summary data is available for this year.$2.17$0.00$2.17$4.36$4.24$0.12
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.95$0.00$1.95$4.72
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.21$0.49$1.71$3.38