Civic Intelligence

The Sue B Hart Foundation

990PF • Fiscal year 2018 • EIN 06-1602439

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 14, 2019

Organization Profile
17 Foxridge RoadWest Hartford, CT 06107-3625

(860) 561-3243

Siviq Scores

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

Liabilities / Assets

34th percentile

0.00x

Higher debt load relative to assets than 34% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

31st percentile

0.00x

Higher debt load relative to revenue than 31% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

98th percentile

91%

Higher net margin than 98% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

99th percentile

372%

Faster asset growth than 99% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets34th percentile

Assets

Up

$2,902,308

Up $2,287,184 (+372%) from 2017

Net Assets

Up

$2,892,308

Up $2,277,184 (+370%) from 2017

Liabilities

Up

$10,000

Up $10,000 from 2017

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin98th percentile

Revenue

Up

$2,493,556

Up $2,500,728 (+34868%) from 2017

Expenses

Up

$215,628

Up $76,391 (+55%) from 2017

Net Income

Up

$2,277,928

Up $2,424,337 (+1656%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth99th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $697,465Liabilities 2011: $02011Assets 2012: $676,767Liabilities 2012: $0Net Assets 2012: $676,7672012Assets 2013: $693,495Liabilities 2013: $02013Assets 2014: $631,056Liabilities 2014: $0Net Assets 2014: $631,0562014Assets 2015: $698,046Liabilities 2015: $0Net Assets 2015: $698,0462015Assets 2016: $762,757Liabilities 2016: $0Net Assets 2016: $762,7572016Assets 2017: $615,124Liabilities 2017: $0Net Assets 2017: $615,1242017Assets 2018: $2,902,308Liabilities 2018: $10,000Net Assets 2018: $2,892,3082018Assets 2019: $2,824,983Liabilities 2019: $0Net Assets 2019: $2,824,9832019Assets 2020: $2,739,809Liabilities 2020: $0Net Assets 2020: $2,739,8092020Assets 2021: $2,541,656Liabilities 2021: $0Net Assets 2021: $2,541,6562021Assets 2022: $2,495,708Liabilities 2022: $0Net Assets 2022: $2,495,7082022Assets 2023: $2,504,353Liabilities 2023: $0Net Assets 2023: $2,504,3532023Assets 2024: $2,514,920Liabilities 2024: $0Net Assets 2024: $2,514,9202024

Highlighted filing

2018

Assets$2,902,308
Liabilities$10,000
Net Assets$2,892,308
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $16,387Expenses 2011: $4,900Net Income 2011: $11,4872011Expenses 2012: $55,6142012Revenue 2013: $69,259Expenses 2013: $52,531Net Income 2013: $16,7282013Revenue 2014: $45,099Expenses 2014: $107,538Net Income 2014: -$62,4392014Revenue 2015: $188,502Expenses 2015: $121,512Net Income 2015: $66,9902015Revenue 2016: $168,796Expenses 2016: $104,085Net Income 2016: $64,7112016Revenue 2017: -$7,172Expenses 2017: $139,237Net Income 2017: -$146,4092017Revenue 2018: $2,493,556Expenses 2018: $215,628Net Income 2018: $2,277,9282018Revenue 2019: $104,968Expenses 2019: $147,293Net Income 2019: -$42,3252019Revenue 2020: $50,893Expenses 2020: $133,286Net Income 2020: -$82,3932020Revenue 2021: $56,754Expenses 2021: $254,907Net Income 2021: -$198,1532021Revenue 2022: $185,099Expenses 2022: $231,047Net Income 2022: -$45,9482022Revenue 2023: $231,380Expenses 2023: $222,735Net Income 2023: $8,6452023Revenue 2024: $262,984Expenses 2024: $252,417Net Income 2024: $10,5672024

Highlighted filing

2018

Revenue$2,493,556
Expenses$215,628
Net Income$2,277,928
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 14, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSAN B HARTTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Sue B Hart Foundation
EIN
06-1602439
Phone
8605613243
Address
17 FOXRIDGE ROAD, WEST HARTFORD, CT 06107-3625

Signing Officer

Name
Susan B Hart
Title
Trustee
Phone
8605613243
Signed
2019-11-14

Preparer

Firm
Bengtson & Smith Pc
Address
10 WATERSIDE DR STE 304, FARMINGTON, CT 06032-3056
Preparer
Raymond Bengtson
Phone
8606785160
Raw XML Appendix335 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
AccountingFeesSchedule/AccountingFeesDetail/Amt02495
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0250
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt02245
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt046208
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt111677
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt229574
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt337173
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt431095
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt549590
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt645958
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt752385
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt825768
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt9149728
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1040200
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt11317
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt12811428
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt043650
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt118851
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2218952
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt341001
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4117570
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt567644
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt61334
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt75206
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8154818
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9594640
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1070605
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1198
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12658673
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm012,000 SH AETNA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11,000 SHS PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2430 SHS ANADARKO PETROLEUM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32,400 SHS INGERSOLL RAND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41,664 SHS BANK OF AMERICA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53,000 SHS OGE ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6992 SHS EXXON MOBIL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm734 SHS AMERICAN INTERNATIONAL GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8100 SHS CITIGROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91,120 SHS UNION PACIFIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103,131 SHS CIGNA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111,500 SHS BANK OF NEW YORK MELLON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1218 SH AIG WARRENTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1310,053 SHS CVS HEALTH CORP
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt045865
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt02447226
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd035
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0465
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt02493556
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt02493556
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0250
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt02245
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02495
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt02447226
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0212000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0212000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt045865
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt045865
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt02277928
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02551524
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0465
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0465
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt02447226
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt02490178
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01133
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01133
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0212250
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt03378
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0215628
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt02493556
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt02493556
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0250
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt03378
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt03628
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0104250
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt148
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt02447226
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt02447226
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt02551476
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt148
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0AETNA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CVS FRACTIONS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02018-11-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12018-11-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt02447226
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt02277928
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0744
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02893052
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0615124
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02892308
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0155696
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0155696
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0155696
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0180598
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt024902
IRS990PF/DistributableAmountGrp/TotalTaxAmt024902
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01098
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt025000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt024902
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01098
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt024902
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt024902
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt026000
IRS990PF/FMVAssetsEOYAmt03564249
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt0600
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0-9393
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt01571207
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt01571207
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0623917
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01331101
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01993042
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt010000
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0615124
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt02892308
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0615124
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02902308
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt03564249
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt010000
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0615124
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02902308
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0615124
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02892308
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt03666971
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0313608
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt03353063
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt055005
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0300
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0180598
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt03611966
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt03666971
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0SUSAN B HART
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt017 FOXRIDGE ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0WEST HARTFORD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0061073625
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0158034
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0182936
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0137488
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0101553
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0119401
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0105603
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt051598
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.043753
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.043912
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.041442
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.049506
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.052366
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.031540
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt024902
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt03611966
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt03131017
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt02450512
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt02411831
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt02016634
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01635944
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0212250
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.218766
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0187348
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0212250
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt024902
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0212250
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0SUSAN B HART
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt017 FOXRIDGE ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WEST HARTFORD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0061073625
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum08605613243
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0SUE B HART
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt230000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt329000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt468000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt56000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt668000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TEACH ENVIRONMENTAL SCIENCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2COLLEGE FARM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3FARMING PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4CT IMAGE PROJECT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5REASSEMBLE OLD BARN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6BUILDING FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0LOOMIS INSTITUTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1HARTFORD GOLF CLUB SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2BEREA COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3CT JUNIOR REPUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4UNIVERSITY OF CONNECTICUT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5CONNECTICUT LANDMARKS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6TRINITY EPISCOPAL CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0BACHELDER ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1NORWOOD ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2CPO 2216
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3550 GOSHEN ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt42131 HILLSIDE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5255 MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6120 SIGOURNEY STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WINDSOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1WEST HARTFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2BEREA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3LITCHFIELD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4STORRS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5HARTFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6HARTFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd006095
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd106117
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd240404
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd306759
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd406269
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd506101
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd606105
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0212000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0155696
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt034442
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0155696
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt022112
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt022112
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0212250
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt022112
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt022112
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt034442
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0744
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FEDERAL TAX
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0LOAN
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt010000
TaxesSchedule/TaxesDetail/Amt01133
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01133
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN B HART
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08605613243
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE SUE B HART FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SUEB
ReturnHeader/Filer/EIN0061602439
ReturnHeader/Filer/PhoneNum08605613243
ReturnHeader/Filer/USAddress/AddressLine1Txt017 FOXRIDGE ROAD
ReturnHeader/Filer/USAddress/CityNm0WEST HARTFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd0061073625
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId09C62A6D931C857FA278218650FA93B6D1AF524B5
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId09C62A6D931C857FA278218650FA93B6D1AF524B5
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.91.132.69
ReturnHeader/FilingSecurityInformation/IPDt02019-11-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm011:18:26
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0061012544
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BENGTSON & SMITH PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010 WATERSIDE DR STE 304
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FARMINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0060323056
ReturnHeader/PreparerPersonGrp/PhoneNum08606785160
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RAYMOND BENGTSON
ReturnHeader/ReturnTs02019-11-14T11:18:26-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$2,902,308
Liabilities
$10,000
Net assets
$2,892,308
Revenue
$2,493,556
Expenses
$215,628
Net income
$2,277,928
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.51$0.00$2.51$0.26$0.25$0.01
2023Detailed filing. Detailed filing data is available for this year.$2.50$0.00$2.50$0.23$0.22$0.01
2022Detailed filing. Detailed filing data is available for this year.$2.50$0.00$2.50$0.19$0.23$0.05
2021Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.54$0.06$0.25$0.20
2020Detailed filing. Detailed filing data is available for this year.$2.74$0.00$2.74$0.05$0.13$0.08
2019Detailed filing. Detailed filing data is available for this year.$2.82$0.00$2.82$0.10$0.15$0.04
2018Detailed filing. Detailed filing data is available for this year.$2.90$0.01$2.89$2.49$0.22$2.28
2017Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$0.01$0.14$0.15
2016Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.17$0.10$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.19$0.12$0.07
2014Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$0.05$0.11$0.06
2013Summary only. Only limited summary data is available for this year.$0.69$0.00$0.07$0.05$0.02
2012Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.06
2011Summary only. Only limited summary data is available for this year.$0.70$0.00$0.02$0.00$0.01