Civic Intelligence

Colonel Daniel Putnam Association Inc.

990PF • Fiscal year 2021 • EIN 06-6041260

Jan 01, 2021 to Dec 31, 2021 • Filed on Jun 14, 2022

Organization Profile
280 Trumbull StHartford, CT 06103

(860) 774-1567

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$321,926

Flat from 2021

Net Assets

Flat

$321,926

Flat from 2021

Liabilities

Down

$0

Down $1 (-100%) from 2021

Revenue And Expenses

Revenue

Flat

$27,629

Flat from 2021

Expenses

Flat

$81,684

Flat from 2021

Net Income

Flat

-$54,055

Flat from 2021

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $235,346Liabilities 2011: $02011Assets 2012: $218,209Liabilities 2012: $02012Assets 2013: $205,068Liabilities 2013: $02013Assets 2014: $226,788Liabilities 2014: $02014Assets 2015: $295,288Liabilities 2015: $02015Assets 2019: $478,735Liabilities 2019: $02019Assets 2021: $321,926Liabilities 2021: $0Net Assets 2021: $321,9262021Assets 2021: $321,926Liabilities 2021: $1Net Assets 2021: $321,9262021Assets 2022: $297,004Liabilities 2022: $12022Assets 2023: $270,816Liabilities 2023: $12023Assets 2024: $251,619Liabilities 2024: $0Net Assets 2024: $251,6192024

Highlighted filing

2021

Assets$321,926
Liabilities$0
Net Assets$321,926
Open 2021 Filing

Operations Trend

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

$100K$50K$0-$50K-$100KRevenue 2011: $21,317Expenses 2011: $39,128Net Income 2011: -$17,8112011Revenue 2012: $17,931Expenses 2012: $50,102Net Income 2012: -$32,1712012Revenue 2013: $16,215Expenses 2013: $33,914Net Income 2013: -$17,6992013Revenue 2014: $19,069Expenses 2014: $40,441Net Income 2014: -$21,3722014Revenue 2015: $20,221Expenses 2015: $58,236Net Income 2015: -$38,0152015Revenue 2019: $25,451Expenses 2019: $45,554Net Income 2019: -$20,1032019Revenue 2021: $27,629Expenses 2021: $81,684Net Income 2021: -$54,0552021Revenue 2021: $27,629Expenses 2021: $81,684Net Income 2021: -$54,0552021Revenue 2022: $32,220Expenses 2022: $56,772Net Income 2022: -$24,5522022Revenue 2023: $38,371Expenses 2023: $64,154Net Income 2023: -$25,7832023Revenue 2024: $32,018Expenses 2024: $50,796Net Income 2024: -$18,7782024

Highlighted filing

2021

Revenue$27,629
Expenses$81,684
Net Income-$54,055
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jun 14, 2022
Return Version
2021v4.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-President-$0--
-Treasurer-$0--
-Vice President-$0--
-Secretary-$0--
Filing and Contact Details

Filer

Filer Name
Colonel Daniel Putnam Association Inc
EIN
06-6041260
Phone
8607741567
Address
280 TRUMBULL ST, HARTFORD, CT 06103

Signing Officer

Name
Houston P Lowry
Title
Treasurer
Phone
8605601180
Signed
2022-06-14
Discuss with paid preparer
Yes

Preparer

Firm
Vince Lambri Tax Service
Address
38 MINE ROAD N/A, BURLINGTON, CT 06013
Preparer
Vince Lambri
Phone
8606757566
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt062223
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt075699
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt060130
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt060130
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt093511
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt017812
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt075698
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt080035
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt017812
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0153641
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0135829
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt062223
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0CONTRACT DISPUTE
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0754
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0754
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0361
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FEDERAL INCOME TAX
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0SECURITY SYSTEM MONITORING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ELECTRICITY
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2PROPERTY MAINTENANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5RENTAL
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6TELEPHONE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7WEBSITE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc8MEMBERSHIPS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc9LICENSES REGISTRATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc10EVENT COST
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc11BROKERAGE SERVICE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc12K-1 PASSTHROUGH
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0816
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt12590
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt266206
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt32884
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt4305
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt556
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt61482
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt7146
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt8260
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt950
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt102586
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0125
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1415
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0816
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt12590
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt266206
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt32884
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4305
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt556
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt61482
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt7146
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt8260
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt950
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt102586
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11125
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt12415
OtherIncomeSchedule2/OtherIncomeDetail/Desc0ALLIANCE CAPITAL K-1
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt03491
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt03491
TaxesSchedule/TaxesDetail/Amt01109
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX ON DIVIDENDS
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01109
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0HOUSTON P LOWRY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08605601180
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-06-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0COLONEL DANIEL PUTNAM ASSOCIATION INC
ReturnHeader/Filer/BusinessNameControlTxt0COLO
ReturnHeader/Filer/EIN0066041260
ReturnHeader/Filer/PhoneNum08607741567
ReturnHeader/Filer/USAddress/AddressLine1Txt0280 TRUMBULL ST
ReturnHeader/Filer/USAddress/CityNm0HARTFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006103
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0881143830
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0VINCE LAMBRI TAX SERVICE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt038 MINE ROAD N/A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BURLINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006013
ReturnHeader/PreparerPersonGrp/PhoneNum08606757566
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0VINCE LAMBRI
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-06-16T10:30:45-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0HOUSTON
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LOWRY
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$321,926
Liabilities
$0
Net assets
$321,926
Revenue
$27,629
Expenses
$81,684
Net income
-$54,055
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.52$0.00$2.52$0.32$0.51$0.19
2023Detailed filing. Detailed filing data is available for this year.$2.71$0.00$0.38$0.64$0.26
2022Detailed filing. Detailed filing data is available for this year.$2.97$0.00$0.32$0.57$0.25
2021Detailed filing. Detailed filing data is available for this year.$3.22$0.00$3.22$0.28$0.82$0.54
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.22$0.00$3.22$0.28$0.82$0.54
2019Summary only. Only limited summary data is available for this year.$4.79$0.00$0.25$0.46$0.20
2015Summary only. Only limited summary data is available for this year.$2.95$0.00$0.20$0.58$0.38
2014Summary only. Only limited summary data is available for this year.$2.27$0.00$0.19$0.40$0.21
2013Summary only. Only limited summary data is available for this year.$2.05$0.00$0.16$0.34$0.18
2012Summary only. Only limited summary data is available for this year.$2.18$0.00$0.18$0.50$0.32
2011Summary only. Only limited summary data is available for this year.$2.35$0.00$0.21$0.39$0.18