Civic Intelligence

The Colt Trust Inc Co John F O'Connell Jr

990 • Fiscal year 2014 • EIN 06-1464434

Jul 01, 2013 to Jun 30, 2014 • Filed on Mar 31, 2015

Organization ProfileN/A
100 Pearl St 3rd Floor - West TowerHartford, CT 06103

(860) 990-6344

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

5th percentile

-82%

Higher net margin than 5% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

27th percentile

-12%

Faster asset growth than 27% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

35th percentile

-8.2%

Faster revenue growth than 35% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$463,454

Down $61,597 (-12%) from 2013

Net Assets

Down

$463,454

Down $61,597 (-12%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin5th percentile

Revenue

Down

$75,415

Down $6,735 (-8.2%) from 2013

Expenses

Up

$137,012

Up $23,231 (+20%) from 2013

Net Income

Down

-$61,597

Down $29,966 (-95%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$600K$400K$200K$0Assets 2011: $570,098Liabilities 2011: $0Net Assets 2011: $570,0982011Assets 2012: $557,082Liabilities 2012: $400Net Assets 2012: $556,6822012Assets 2013: $525,051Liabilities 2013: $0Net Assets 2013: $525,0512013Assets 2014: $463,454Liabilities 2014: $0Net Assets 2014: $463,4542014Assets 2015: $419,818Liabilities 2015: $0Net Assets 2015: $419,8182015Assets 2016: $423,264Liabilities 2016: $3,001Net Assets 2016: $420,2632016Assets 2017: $407,972Liabilities 2017: $4,000Net Assets 2017: $403,9722017Assets 2018: $365,755Liabilities 2018: $1,802Net Assets 2018: $363,9532018Assets 2019: $340,258Liabilities 2019: $2,175Net Assets 2019: $338,0832019Assets 2020: $276,204Liabilities 2020: $2Net Assets 2020: $276,2022020Assets 2021: $254,723Liabilities 2021: $0Net Assets 2021: $254,7232021Assets 2022: $203,366Liabilities 2022: $0Net Assets 2022: $203,3662022Assets 2023: $159,570Liabilities 2023: $0Net Assets 2023: $159,5702023Assets 2024: $150,312Liabilities 2024: $0Net Assets 2024: $150,3122024Assets 2025: $97,444Liabilities 2025: $37,500Net Assets 2025: $59,9442025

Highlighted filing

2014

Assets$463,454
Liabilities$0
Net Assets$463,454
Open 2014 Filing

Operations Trend

Revenue Growth35th percentile

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

$200K$100K$0-$100KRevenue 2011: $76,683Expenses 2011: $105,904Net Income 2011: -$29,2212011Revenue 2012: $86,779Expenses 2012: $100,195Net Income 2012: -$13,4162012Revenue 2013: $82,150Expenses 2013: $113,781Net Income 2013: -$31,6312013Revenue 2014: $75,415Expenses 2014: $137,012Net Income 2014: -$61,5972014Revenue 2015: $91,510Expenses 2015: $135,145Net Income 2015: -$43,6352015Revenue 2016: $102,309Expenses 2016: $101,864Net Income 2016: $4452016Revenue 2017: $109,895Expenses 2017: $126,186Net Income 2017: -$16,2912017Revenue 2018: $89,978Expenses 2018: $129,997Net Income 2018: -$40,0192018Revenue 2019: $99,896Expenses 2019: $125,766Net Income 2019: -$25,8702019Revenue 2020: $88,727Expenses 2020: $150,608Net Income 2020: -$61,8812020Revenue 2021: $116,610Expenses 2021: $138,089Net Income 2021: -$21,4792021Revenue 2022: $105,484Expenses 2022: $156,841Net Income 2022: -$51,3572022Revenue 2023: $131,816Expenses 2023: $175,612Net Income 2023: -$43,7962023Revenue 2024: $124,618Expenses 2024: $133,876Net Income 2024: -$9,2582024Revenue 2025: $5,800Expenses 2025: $96,168Net Income 2025: -$90,3682025

Highlighted filing

2014

Revenue$75,415
Expenses$137,012
Net Income-$61,597
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Mar 31, 2015
Return Version
2013v4.0
Gross Receipts
$75,415
Mission and Program Overview

Mission

To support the educational mission of trinity college.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$458,996$424,520▼ $34,476
Cash and Non-Interest-Bearing Accounts$65,332$38,211▼ $27,121
Savings and Temporary Cash Investments$723$723→ $0
Total Assets$525,051$463,454▼ $61,597
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$525,051$463,454▼ $61,597
Total Net Assets Fund Balance$525,051$463,454▼ $61,597
Total Liabilities and Net Assets / Fund Balance$525,051$463,454▼ $61,597

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$419,918$527,652$947,570
Equipment$4,602$60,497$65,099
Compensation and Service Providers
Top Officer Pay74th percentile

Board Members and Trustees

NameTitle
JOHN O'CONNELLPresident
Peter M Burns JrVice President
Andy FillerSecretary
Peter Van LoonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$75,400
Investment Income
$15
Other Revenue
$0
Change in Net Assets
$-61,597

Audited Revenue Reconciliation

Revenue per Audited Statements
$75,415
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$75,415
Total Revenue per Form 990
$75,415
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$127,012
Grants and Similar Amounts Paid$10,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$54,994--$54,994
Depreciation Depletion$36,548--$36,548
Fees for Services Accounting-$12,316-$12,316
Grants to Domestic Orgs$10,000--$10,000
Insurance$5,685--$5,685
Fees for Services Management-$2,025-$2,025
Other Expenses$15,004$440-$440
Total Functional Expenses$122,231$14,781$0$137,012

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$137,012
Total Expenses per Audited Statements$137,012
Total Expenses per Form 990$137,012
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
06-0646927-6To Support the Educational Mission of Trinity College.$10,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“Trust management is performed by kkr financial services company, llc.”

Form 990, Part VI, Section A, Line 8A

“The trust performed a cost benefit analysis and determined meetings for the board of directors are not a prevailant matter to act on or pursue, given the nature and size of the organization.”

Form 990, Part VI, Section A, Line 8B

“There were no meetings held or actions taken in the current year.”

Form 990, Part VI, Section B, Line 11

“The form 990 is reviewed by the management company.”

Form 990, Part VI, Section C, Line 19

“UPON REQUEST.”

Filing and Contact Details

Filer

EIN
06-1464434
Phone
8609906344

Signing Officer

Name
JOHN F O'CONNELL JR
Title
President
Phone
8609906344
Signed
2015-03-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
JOHN F O'CONNELL JR
Formed
1996
Legal Domicile
Ct
Voting Board Members
3
Independent Board Members
2
Employees
0
Volunteers
0

Preparer

Preparer
Elizabeth Solecki
Phone
8605614000
Raw XML Appendix363 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
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IRS990/AuditCommitteeInd00
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine10JOHN F O'CONNELL JR
IRS990/BooksInCareOfDetail/PhoneNum08609906344
IRS990/BooksInCareOfDetail/USAddress/AddressLine10100 PEARL ST 3RD FLOOR - WEST TOWER
IRS990/BooksInCareOfDetail/USAddress/City0HARTFORD
IRS990/BooksInCareOfDetail/USAddress/State0CT
IRS990/BooksInCareOfDetail/USAddress/ZIPCode006103
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IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
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IRS990/CYGrantsAndSimilarPaidAmt010000
IRS990/CYInvestmentIncomeAmt015
IRS990/CYOtherExpensesAmt0127012
IRS990/CYOtherRevenueAmt00
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IRS990/CYRevenuesLessExpensesAmt0-61597
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IRS990/Desc0GRANT SUPPORTED THE EDUCATIONAL MISSION OF TRINITY COLLEGE.
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IRS990/ForeignFinancialAccountInd00
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/PersonNm0JOHN O'CONNELL
IRS990/Form990PartVIISectionAGrp/PersonNm1PETER M BURNS JR
IRS990/Form990PartVIISectionAGrp/PersonNm2PETER VAN LOON
IRS990/Form990PartVIISectionAGrp/PersonNm3ANDY FILLER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01996
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantAmt010000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt010000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt010000
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt075415
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt02
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt05685
IRS990/InsuranceGrp/TotalAmt05685
IRS990/InvestmentIncomeGrp/ExclusionAmt015
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt015
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0588149
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0458996
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0424520
IRS990/LandBldgEquipCostOrOtherBssAmt01012669
IRS990/LegalDomicileStateCd0CT
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd00
IRS990/MissionDesc0TO SUPPORT THE EDUCATIONAL MISSION OF TRINITY COLLEGE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0525051
IRS990/NetAssetsOrFundBalancesEOYAmt0463454
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt054994
IRS990/OccupancyGrp/TotalAmt054994
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0REAL ESTATE TAXES
IRS990/OtherExpensesGrp/Desc1ADMINISTRATIVE EXPENSE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0440
IRS990/OtherExpensesGrp/ProgramServicesAmt015004
IRS990/OtherExpensesGrp/TotalAmt015004
IRS990/OtherExpensesGrp/TotalAmt1440
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
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IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0531110
IRS990/ProgramServiceRevenueGrp/Desc0RENTAL INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt075400
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt075400
IRS990/ProgSrvcAccomActy2Grp/Desc0MAINTENANCE OF PROPERTY USED AS HOUSING FOR STUDENTS OF TRINITY COLLEGE.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0112231
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt075400
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
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IRS990/PYInvestmentIncomeAmt0-1390
IRS990/PYOtherExpensesAmt0102781
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IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt082150
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-61597
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0723
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IRS990ScheduleA/CertificationInd0X
IRS990ScheduleA/Contribution35ControlledInd00
IRS990ScheduleA/ContributionControllerInd00
IRS990ScheduleA/ContributionFamilyInd00
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10TRINITY COLLEGE
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IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd01
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IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
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IRS990/ScheduleBRequiredInd00
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IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0137012
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
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IRS990ScheduleD/TotalBookValueLandBuildingsAmt0424520
IRS990ScheduleD/TotalExpensesPerForm990Amt0137012
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IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt075415
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0137012
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt010000
IRS990ScheduleI/RecipientTable/IRCSectionDesc06
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO SUPPORT THE EDUCATIONAL MISSION OF TRINITY COLLEGE.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10TRINITY COLLEGE
IRS990ScheduleI/RecipientTable/RecipientEIN0060646927
IRS990ScheduleI/RecipientTable/USAddress/AddressLine10300 SUMMIT STREET
IRS990ScheduleI/RecipientTable/USAddress/City0HARTFORD
IRS990ScheduleI/RecipientTable/USAddress/State0CT
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode006106
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TRUST MANAGEMENT IS PERFORMED BY KKR FINANCIAL SERVICES COMPANY, LLC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TRUST PERFORMED A COST BENEFIT ANALYSIS AND DETERMINED MEETINGS FOR THE BOARD OF DIRECTORS ARE NOT A PREVAILANT MATTER TO ACT ON OR PURSUE, GIVEN THE NATURE AND SIZE OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THERE WERE NO MEETINGS HELD OR ACTIONS TAKEN IN THE CURRENT YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FORM 990 IS REVIEWED BY THE MANAGEMENT COMPANY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine10300 SUMMIT STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City0HARTFORD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State0CT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode006106
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0525051
IRS990/TotalAssetsEOYAmt0463454
IRS990/TotalAssetsGrp/BOYAmt0525051
IRS990/TotalAssetsGrp/EOYAmt0463454
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt014781
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0122231
IRS990/TotalFunctionalExpensesGrp/TotalAmt0137012
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0525051
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0463454
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0122231
IRS990/TotalProgramServiceRevenueAmt075400
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt015
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt075400
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt075415
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0525051
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0463454
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0525051
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0463454
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10100 PEARL ST 3RD FLOOR - WEST TOWER
IRS990/USAddress/City0HARTFORD
IRS990/USAddress/State0CT
IRS990/USAddress/ZIPCode006103
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN F O'CONNELL JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08609906344
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-03-31
ReturnHeader/Filer/BusinessName/BusinessNameLine10THE COLT TRUST INC CO JOHN F O'CONNELL JR
ReturnHeader/Filer/BusinessNameControlTxt0COLT
ReturnHeader/Filer/EIN0061464434
ReturnHeader/Filer/PhoneNum08609906344
ReturnHeader/Filer/USAddress/AddressLine10100 PEARL ST 3RD FLOOR - WEST TOWER
ReturnHeader/Filer/USAddress/City0HARTFORD
ReturnHeader/Filer/USAddress/State0CT
ReturnHeader/Filer/USAddress/ZIPCode006103
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0061009205
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10BLUM SHAPIRO & COMPANY PC CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1029 S MAIN STREET PO BOX 272000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0WEST HARTFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0061272000
ReturnHeader/PreparerPersonGrp/PhoneNum08605614000
ReturnHeader/PreparerPersonGrp/PreparationDt02015-03-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELIZABETH SOLECKI
ReturnHeader/ReturnTs02015-04-28T13:29:24-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$463,454
Liabilities
$0
Net assets
$463,454
Revenue
$75,415
Expenses
$137,012
Net income
-$61,597
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.97$0.38$0.60$0.06$0.96$0.90
2024Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$1.25$1.34$0.09
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.60$0.00$1.60$1.32$1.76$0.44
2022Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$1.05$1.57$0.51
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.55$0.00$2.55$1.17$1.38$0.21
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.76$0.00$2.76$0.89$1.51$0.62
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.40$0.02$3.38$1.00$1.26$0.26
2018Detailed filing. Detailed filing data is available for this year.$3.66$0.02$3.64$0.90$1.30$0.40
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.08$0.04$4.04$1.10$1.26$0.16
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.23$0.03$4.20$1.02$1.02$0.00
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.20$0.00$4.20$0.92$1.35$0.44
2014Detailed filing. Detailed filing data is available for this year.$4.63$0.00$4.63$0.75$1.37$0.62
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.25$0.00$5.25$0.82$1.14$0.32
2012Summary only. Only limited summary data is available for this year.$5.57$0.00$5.57$0.87$1.00$0.13
2011Summary only. Only limited summary data is available for this year.$5.70$0.00$5.70$0.77$1.06$0.29