Civic Intelligence

Henry M & Eleanora Pianka Leonard

EIN 45-6925716 • Portland, CT

126 Bartlett Hill RoadPortland, CT 06480
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 2024

Liabilities / Revenue

44th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Net Margin

55th percentile

7.0%

Higher net margin than 55% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

69th percentile

$20,000

Higher top officer pay than 69% of similar nonprofits.

Top officer pay equals 23.2% of source-year revenue.

$500k-$1M nonprofits • Source year 2024

Asset Growth

46th percentile

0.9%

Faster asset growth than 46% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

90th percentile

119%

Faster revenue growth than 90% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$660,045

Up $6,040 (+0.9%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$660,045

Up $6,040 (+0.9%) from 2023

Operations
Liabilities / Revenue44th percentileNet Margin55th percentile

Revenue

Up

$86,027

Up $46,699 (+119%) from 2023

Expenses

Up

$79,987

Up $12,585 (+19%) from 2023

Net Income

Up

$6,040

Up $34,114 (+122%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth46th percentile

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

$1.5M$1.0M$500K$0Assets 2012: $720,051Liabilities 2012: $02012Assets 2013: $1,038,624Liabilities 2013: $02013Assets 2014: $997,833Liabilities 2014: $02014Assets 2015: $951,310Liabilities 2015: $02015Assets 2016: $902,990Liabilities 2016: $0Net Assets 2016: $902,9902016Assets 2017: $849,848Liabilities 2017: $0Net Assets 2017: $849,8482017Assets 2018: $826,428Liabilities 2018: $0Net Assets 2018: $826,4282018Assets 2019: $777,226Liabilities 2019: $02019Assets 2020: $727,209Liabilities 2020: $0Net Assets 2020: $727,2092020Assets 2021: $723,086Liabilities 2021: $0Net Assets 2021: $723,0862021Assets 2022: $682,079Liabilities 2022: $0Net Assets 2022: $682,0792022Assets 2023: $654,005Liabilities 2023: $0Net Assets 2023: $654,0052023Assets 2024: $660,045Liabilities 2024: $0Net Assets 2024: $660,0452024

Highlighted filing

2024

Assets$660,045
Liabilities$0
Net Assets$660,045
Open 2024 Filing

Operations Trend

Revenue Growth90th percentile

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

$800K$600K$400K$200K$0-$200KRevenue 2012: $720,051Expenses 2012: $0Net Income 2012: $720,0512012Revenue 2013: $337,540Expenses 2013: $18,967Net Income 2013: $318,5732013Revenue 2014: $30,219Expenses 2014: $71,010Net Income 2014: -$40,7912014Revenue 2015: $26,762Expenses 2015: $73,148Net Income 2015: -$46,3862015Revenue 2016: $24,023Expenses 2016: $72,343Net Income 2016: -$48,3202016Revenue 2017: $30,051Expenses 2017: $83,193Net Income 2017: -$53,1422017Revenue 2018: $54,756Expenses 2018: $78,176Net Income 2018: -$23,4202018Revenue 2019: $31,306Expenses 2019: $80,508Net Income 2019: -$49,2022019Revenue 2020: $18,410Expenses 2020: $68,427Net Income 2020: -$50,0172020Revenue 2021: $73,797Expenses 2021: $77,920Net Income 2021: -$4,1232021Revenue 2022: $35,885Expenses 2022: $76,892Net Income 2022: -$41,0072022Revenue 2023: $39,328Expenses 2023: $67,402Net Income 2023: -$28,0742023Revenue 2024: $86,027Expenses 2024: $79,987Net Income 2024: $6,0402024

Highlighted filing

2024

Revenue$86,027
Expenses$79,987
Net Income$6,040
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$660,045
Liabilities
$0
Net assets
$660,045
Revenue
$86,027
Expenses
$79,987
Net income
$6,040
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$0.09$0.08$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.65$0.00$0.65$0.04$0.07$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.04$0.08$0.04
2021Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.07$0.08$0.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.73$0.00$0.73$0.02$0.07$0.05
2019Summary only. Only limited summary data is available for this year.$0.78$0.00$0.03$0.08$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.83$0.00$0.83$0.05$0.08$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.03$0.08$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.02$0.07$0.05
2015Summary only. Only limited summary data is available for this year.$0.95$0.00$0.03$0.07$0.05
2014Summary only. Only limited summary data is available for this year.$1.00$0.00$0.03$0.07$0.04
2013Summary only. Only limited summary data is available for this year.$1.04$0.00$0.34$0.02$0.32
2012Summary only. Only limited summary data is available for this year.$0.72$0.00$0.72$0.00$0.72
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 14, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay69th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT G WADETrustee-$20,000-$20,000
JESSICA A PAOLETrustee-$4,500-$4,500
Filing and Contact Details

Filer

Filer Name
Henry M & Eleanora Pianka Leonard
EIN
45-6925716
Phone
8606555477
Address
126 BARTLETT HILL ROAD, PORTLAND, CT 06480

Signing Officer

Name
Robert G Wade
Title
Trustee
Signed
2025-05-14
Discuss with paid preparer
Yes

Preparer

Firm
John N Fernez CPA LLC
Address
11 South Main Street, Marlborough, CT 06447
Preparer
John N Fernez
Phone
8602950729
Raw XML Appendix324 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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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt059839
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt0135
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt086027
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt086027
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt059839
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt024500
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt024500
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt024500
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt024500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt044500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt044500
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt026053
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt026053
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt026053
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt06040
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0553746
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt0135
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0135
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0135
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt0480
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt0480
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt0480
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0480
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt059839
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt050540
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt0250
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0250
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0250
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0250
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt09803
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt09803
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt09803
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt09803
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt0454
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt0454
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0454
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0454
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt026188
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt035487
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt079987
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt035487
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt079987
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt086027
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt086027
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt035487
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt035487
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt035487
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt035487
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02010-01-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12010-01-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22010-01-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt032410
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1461497
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt08708
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11111
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt250020
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt08708
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt250020
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt08708
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt133521
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2511517
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0TOTAL DUNHAM TRUST CAPITAL GAIN DISTRIBUTIONS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1TOTAL DUNHAM TRUST SHORT COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2TOTAL DUNHAM TRUST LONG COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt059839
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt06040
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0660045
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0654005
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0660045
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt031926
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt031926
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt031926
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt032629
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0703
IRS990PF/DistributableAmountGrp/TotalTaxAmt0703
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt01
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0703
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0703
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0703
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0704
IRS990PF/FMVAssetsEOYAmt0655963
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0654005
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IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt014733
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt09875
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt09875
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0639272
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0650170
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0646088
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0654005
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0660045
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0655963
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0654005
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0660045
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0654005
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0660045
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0662508
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt09912
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0652596
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt09938
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt032629
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0652570
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0662508
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt020000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt14500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ROBERT G WADE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JESSICA A PAOLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0126 BARTLETT HILL ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt147 MARILYN DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0PORTLAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1GLASTONBURY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd006480
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IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt079987
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt079987
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
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/UncorrectedPriorActsInd0false
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/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0126 BARTLETT HILL ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PORTLAND
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd006480
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0ROBERT G WADE TRUSTEE
IRS990PF/StatementsRegardingActyGrp/PhoneNum08606555477
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0AWARDING OF SCHOLARSHIPS
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0NETWORKING WITH SCHOOLS AND OTHER NONPROFIT INSTITUTIONS IN THE FOUNDATIONS CATCHMENT AREA TO LAY THE GROUND WORK FOR AWARDING SCHOLARSHIPS
IRS990PF/SummaryOfDirectChrtblActyGrp/Description3Txt0NONE
IRS990PF/SummaryOfDirectChrtblActyGrp/Description4Txt0NONE
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0ALL APPLICATIONS WILL BE REVIEWED AND APPROVED BY THE SCHOOL OFFICIALS WHO ADMINISTER THE SCHOLARSHIP PROGRAMS AT THE PUBLIC HIGH SCHOOLS THAT SERVE THE RESIDENTS OF WETHERSFIELD, CT, BOLTON, CT, COVENTRY, CT AND ENFIELD, CT. PROSPECTIVE APPLICANTS SHOULD CONTACT THE GUIDANCE DEPARTMENTS AT SUCH HIGH SCHOOLS FOR ADDITIONAL INFORMATION REGARDING THE SCHOLARSHIP APPLICATION PROCESS, FILING REQUIREMENTS AND DEADLINES.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0ROBERT G WADE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum08606555477
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0126 BARTLETT HILL ROAD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0PORTLAND
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0CT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd006480
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0LIMITED TO ECONOMICALLY NEEDFUL YOUNG MEN AND WOMEN RESIDING IN WETHERSFIELD, CT, BOLTON, CT, COVENTRY, CT AND ENFIELD, CT, TO ASSIST THEM IN ATTENDING AN EDUCATIONAL INSTITUTION IN THIS COUNTRY OR ABROAD.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0SEE RESPONSE TO LINE 2.b ABOVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt013000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt117500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt22500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt311500
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3SCHOLARSHIP
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0UNIVERSITY OF CONNECTICUT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1CENTRAL CONNECTICUT STATE UNIVERSIT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2UNIVERSITY OF HARTFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3UNIVERSITY OF RHODE ISLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0233 GLENBROOKE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11615 STANLEY STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2200 BLOOMFIELD AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt335 CAMPUS AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0STORRS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NEW BRITAIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2WEST HARTFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3KINGSTON
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd302881
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt044500
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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/AppliedToCurrentYearAmt031926
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt031926
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt035409
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt043117
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt036596
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt031336
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt041365
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt041365
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0194519
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt048061
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt035409
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt043117
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt036596
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt031336
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt079987
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt048061
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0235884
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0187823
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt0480
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0480
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0480
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0480
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt0250
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0250
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0250
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0250
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt09053
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt1750
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt09053
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1750
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1TAX PREPARATION
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt09053
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt1750
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt09053
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt1750
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt027
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt1427
TaxesSchedule/TaxesDetail/Amt027
TaxesSchedule/TaxesDetail/Amt1427
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt027
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt1427
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt027
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1427
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT G WADE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HENRY M & ELEANORA PIANKA LEONARD
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE FOUNDATION TRUST
ReturnHeader/Filer/BusinessNameControlTxt0HENR
ReturnHeader/Filer/EIN0456925716
ReturnHeader/Filer/PhoneNum08606555477
ReturnHeader/Filer/USAddress/AddressLine1Txt0126 BARTLETT HILL ROAD
ReturnHeader/Filer/USAddress/CityNm0PORTLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006480
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0274426551
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0John N Fernez CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011 South Main Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Marlborough
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006447
ReturnHeader/PreparerPersonGrp/PhoneNum08602950729
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John N Fernez
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-05-14T07:22:47-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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