Civic Intelligence

Bailey Farmington Village Green and Library Trust

EIN 27-0505166 • Farmington, CT

314 Main StreetFarmington, CT 06032
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

43rd percentile

0.00x

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

$500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

44th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2025

Net Margin

76th percentile

25%

Higher net margin than 76% of similar nonprofits.

$500k-$1M nonprofits • Source year 2025

Top Officer Pay

61st percentile

$5,000

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 10.8% of source-year revenue.

$500k-$1M nonprofits • Source year 2025

Asset Growth

66th percentile

8.5%

Faster asset growth than 66% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

59th percentile

14%

Faster revenue growth than 59% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$560,596

Up $43,877 (+8.5%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$560,596

Up $43,877 (+8.5%) from 2024

Operations
Liabilities / Revenue44th percentileNet Margin76th percentile

Revenue

Up

$46,128

Up $5,638 (+14%) from 2024

Expenses

Up

$34,646

Up $2,442 (+7.6%) from 2024

Net Income

Up

$11,482

Up $3,196 (+39%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth66th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2010: $445,557Liabilities 2010: $141Net Assets 2010: $445,4162010Assets 2011: $393,679Liabilities 2011: $188Net Assets 2011: $393,4912011Assets 2012: $381,525Liabilities 2012: $155Net Assets 2012: $381,3702012Assets 2013: $399,272Liabilities 2013: $104Net Assets 2013: $399,1682013Assets 2014: $440,800Liabilities 2014: $305Net Assets 2014: $440,4952014Assets 2015: $428,273Liabilities 2015: $10,678Net Assets 2015: $427,8452015Assets 2016: $402,514Liabilities 2016: $5,148Net Assets 2016: $397,3662016Assets 2017: $434,185Liabilities 2017: $5,261Net Assets 2017: $428,9242017Assets 2018: $449,127Liabilities 2018: $5,261Net Assets 2018: $443,8662018Assets 2019: $453,413Liabilities 2019: $5,222Net Assets 2019: $448,1912019Assets 2020: $454,103Liabilities 2020: $5,000Net Assets 2020: $449,1032020Assets 2021: $522,595Liabilities 2021: $0Net Assets 2021: $522,5952021Assets 2022: $443,726Liabilities 2022: $0Net Assets 2022: $443,7262022Assets 2023: $470,809Liabilities 2023: $0Net Assets 2023: $470,8092023Assets 2024: $516,719Liabilities 2024: $0Net Assets 2024: $516,7192024Assets 2025: $560,596Liabilities 2025: $0Net Assets 2025: $560,5962025

Highlighted filing

2025

Assets$560,596
Liabilities$0
Net Assets$560,596
Open 2025 Filing

Operations Trend

Revenue Growth59th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$300K$200K$100K$0-$100KExpenses 2010: $356,8022010Expenses 2011: $129,6092011Expenses 2012: $15,9602012Expenses 2013: $17,4212013Revenue 2014: $28,315Expenses 2014: $28,662Net Income 2014: -$3472014Revenue 2015: $58,068Expenses 2015: $12,901Net Income 2015: $45,1672015Revenue 2016: -$18,815Expenses 2016: $12,452Net Income 2016: -$31,2672016Revenue 2017: $23,154Expenses 2017: $17,537Net Income 2017: $5,6172017Revenue 2018: $68,285Expenses 2018: $24,129Net Income 2018: $44,1562018Revenue 2019: $32,555Expenses 2019: $24,326Net Income 2019: $8,2292019Revenue 2020: $9,193Expenses 2020: $29,727Net Income 2020: -$20,5342020Revenue 2021: $43,067Expenses 2021: $54,321Net Income 2021: -$11,2542021Revenue 2022: $32,307Expenses 2022: $12,553Net Income 2022: $19,7542022Revenue 2023: $15,840Expenses 2023: $28,667Net Income 2023: -$12,8272023Revenue 2024: $40,490Expenses 2024: $32,204Net Income 2024: $8,2862024Revenue 2025: $46,128Expenses 2025: $34,646Net Income 2025: $11,4822025

Highlighted filing

2025

Revenue$46,128
Expenses$34,646
Net Income$11,482
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$560,596
Liabilities
$0
Net assets
$560,596
Revenue
$46,128
Expenses
$34,646
Net income
$11,482
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.61$0.00$5.61$0.46$0.35$0.11
2024Detailed filing. Detailed filing data is available for this year.$5.17$0.00$5.17$0.40$0.32$0.08
2023Detailed filing. Detailed filing data is available for this year.$4.71$0.00$4.71$0.16$0.29$0.13
2022Detailed filing. Detailed filing data is available for this year.$4.44$0.00$4.44$0.32$0.13$0.20
2021Detailed filing. Detailed filing data is available for this year.$5.23$0.00$5.23$0.43$0.54$0.11
2020Detailed filing. Detailed filing data is available for this year.$4.54$0.05$4.49$0.09$0.30$0.21
2019Detailed filing. Detailed filing data is available for this year.$4.53$0.05$4.48$0.33$0.24$0.08
2018Detailed filing. Detailed filing data is available for this year.$4.49$0.05$4.44$0.68$0.24$0.44
2017Detailed filing. Detailed filing data is available for this year.$4.34$0.05$4.29$0.23$0.18$0.06
2016Detailed filing. Detailed filing data is available for this year.$4.03$0.05$3.97$0.19$0.12$0.31
2015Detailed filing. Detailed filing data is available for this year.$4.28$0.11$4.28$0.58$0.13$0.45
2014Detailed filing. Detailed filing data is available for this year.$4.41$0.00$4.40$0.28$0.29$0.00
2013Detailed filing. Detailed filing data is available for this year.$3.99$0.00$3.99$0.17
2012Detailed filing. Detailed filing data is available for this year.$3.82$0.00$3.81$0.16
2011Detailed filing. Detailed filing data is available for this year.$3.94$0.00$3.93$1.30
2010Detailed filing. Detailed filing data is available for this year.$4.46$0.00$4.45$3.57
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Jul 18, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRISTIAN R HOHEB ESQTrusteePT$5,000-$5,000
Filing and Contact Details

Filer

Filer Name
Bailey Farmington Village Green
EIN
27-0505166
Phone
8606774697
Address
314 MAIN STREET, FARMINGTON, CT 06032

Signing Officer

Name
Christian R Hoheb Esq
Title
Trustee
Phone
8606774697
Signed
2025-07-18

Preparer

Firm
Budwitz & Meyerjack Pc
Address
322 MAIN ST, FARMINGTON, CT 06032
Preparer
Scott Burleigh CPA
Phone
8606774697
Raw XML Appendix341 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.

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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1WASHINGTON MUTUAL INVESTORS FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL INCOME BUILDER FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3GROWTH FUND OF AMERICA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4INVESTMENT CO OF AMERICA FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5WASHINGTON MUTUAL INVESTORS FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6AMERICAN BALANCED FUND
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02025-03-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12025-05-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22025-03-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32025-03-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42025-03-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52025-03-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62025-05-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72025-05-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82025-05-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92025-05-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102025-05-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112025-05-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122025-05-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132025-05-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142025-05-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152025-05-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt034808
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt011482
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0451
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt032846
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0561047
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0516719
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0560596
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt026290
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt026290
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt026290
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt026779
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0489
IRS990PF/DistributableAmountGrp/TotalTaxAmt0489
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0489
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0489
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0489
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0489
IRS990PF/FMVAssetsEOYAmt0560596
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0506485
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0550518
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0550518
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt0516719
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt0560596
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt010234
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt010078
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt010078
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0516719
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0560596
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0560596
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0516719
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0560596
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0516719
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0560596
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0543737
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt08018
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0535719
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt08156
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt026779
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0535581
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0543737
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt05000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0CHRISTIAN R HOHEB ESQ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0322 MAIN STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0FARMINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd006032
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt023667
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt023667
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/IndividualWithBooksNm0CHRISTIAN R HOHEB ESQ
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0314 MAIN STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0FARMINGTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd006032
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CT
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum08606789345
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0NO WEBSITE AT THIS TIME.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0THE BAILEY FARMINGTON VILLAGE GREEN AND LIBRARY TRUST (TRUST) WAS CREATED UNDER THE TRUST AGREEMENT OF ALMA B. TAYLOR ON OCTOBER 3, 2005. ACCORDING TO THE TRUST AGREEMENT, THE TRUSTEE SHALL FUND PROJECTS FOR THE FARMINGTON VILLAGE GREEN AND LIBRARY ASSOCIATION (ASSOCIATION) LOCATED IN FARMINGTON, CONNECTICUT OUT OF THE NET INCOME OF THE TRUST. THE ASSOCIATION IS AN EDUCATIONAL ENTITY EXEMPT UNDER INTERNAL REVENUE SERVICE SECTION 501(C) 3. THE PROJECTS SHALL BE SELECTED IN A MANNER PURSUANT TO ARTICLE III OF THE TRUST AGREEMENT. IN THE EVENT THE FARMINGTON VILLAGE GREEN AND LIBRARY ASSOCIATION IS NO LONGER A VIABLE FINANCIAL ENTITY OR DETERMINED TO BE AN EDUCATION ENTITY UNDER INTERNAL REVENUE SERVICE SECTIONS 501(C) 3 AND 170, THEN THE TRUST CORPUS SHOULD BE DISTRIBUTED TO THE FARMINGTON VILLAGE GREEN AND LIBRARY ASSOCIATION TO PROVIDE FOR PROJECTS, ENDEAVORS OR ACQUISITIONS IN FURTHERANCE OF THEIR CHARTER BY UTILIZING THE CRITERIA ESTABLISHED IN ARTICLE III OF THE TRUST. ACCORDING TO
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt022000
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0CHRISTIAN R. HOHEB, ESQ. AS TRUSTEE, WILL INVEST THE TRUST PROPERTY AND MAKE DISTRIBUTIONS ONLY TO THE FARMINGTON VILLAGE GREEN AND LIBRARY ASSOCIATION IN RESPONSE TO THE RECOMMENDATION(S) RECEIVED FROM THE SEVEN (7) MEMBER COMMITTEE OF THE ASSOCIATION. HE WILL NOT HAVE ANY AUTHORITY WITH RESPECT TO INTRODUCING THE PROPOSALS OR RECOMMENDATIONS TO ENSURE THAT THEY ARE MADE CONSISTENT WITH THE TERMS OF THE TRUST.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt022000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CAPITAL IMPROVEMENTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0STANLEY-WHITMAN HOUSE MUSEUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt037 HIGH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0FARMINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd006032
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt022000
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/AppliedToCurrentYearAmt01875
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt021792
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt026290
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt023667
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt024415
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt021792
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0451
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0NONDEDUCTIBLE TAXES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt05346
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt05346
OtherIncreasesSchedule/OtherIncreasesDetail/Amt032846
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAINS ON INVESTMENTS
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRISTIAN R HOHEB ESQ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08606774697
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BAILEY FARMINGTON VILLAGE GREEN
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0AND LIBRARY TRUST
ReturnHeader/Filer/BusinessNameControlTxt0BAIL
ReturnHeader/Filer/EIN0270505166
ReturnHeader/Filer/PhoneNum08606774697
ReturnHeader/Filer/USAddress/AddressLine1Txt0314 MAIN STREET
ReturnHeader/Filer/USAddress/CityNm0FARMINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006032
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0061218594
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BUDWITZ & MEYERJACK PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0322 MAIN ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FARMINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006032
ReturnHeader/PreparerPersonGrp/PhoneNum08606774697
ReturnHeader/PreparerPersonGrp/PreparationDt02025-07-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT BURLEIGH CPA
ReturnHeader/ReturnTs02025-07-31T10:36:10-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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