2024-11-11T20:23:00-06:00 2023-12-31 881478669 CBIZ ADVISORS LLC 53 STATE STREET BOSTON MA 02109 990 2023-01-01 066030990 ELLA BURR MCMANUS TRUST ELLA 8604804844 PO BOX 230610 HARTFORD CT 061230610 LEE C ERDMANN TRUSTEE 8604804844 2024-11-11 1 1 KRISTEN CUMMINGS P01510495 6178075000 2024-11-11 2023 2024-10-15 13:58:12Z LEE C ERDMANN PO BOX 230610 HARTFORD CT 061230610 339124 0 X N/A X 1923 CT TO PROVIDE FINANCIAL SUPPORT TO THE CITY OF HARTFORD FOR THE MAINTENANCE OF BURR MALL 5 5 0 5 0 0 0 0 0 0 371654 339124 0 0 371654 339124 0 0 0 0 0 0 0 0 0 72897 82036 72897 82036 298757 257088 8884989 10433803 0 0 8884989 10433803 TO PROVIDE FINANCIAL SUPPORT TO THE CITY OF HARTFORD FOR THE MAINTENANCE OF THE ALFRED E. BURR MEMORIAL (BURR MALL). 0 0 65272 TO MAINTAIN AND ADMINISTER THE ALFRED E. BURR MEMORIAL (BURR MALL) TO PERPETUATE THE MEMORY OF MR. BURR AND AS ARTISTIC IN DESIGN FOR THE BENEFIT OF THE PEOPLE OF THE CITY OF HARTFORD. 65272 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 6 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 X 5 5 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 X MADELINE MCCLAVE 8604804844 335 COTTON HILL ROAD NEW HARTFORD CT 06057 X LEE C ERDMANN TRUSTEE 0.30 0.00 X 0 0 0 JACK N HALE TRUSTEE 0.30 0.00 X 0 0 0 PATRICK PINNELL TRUSTEE 0.20 0.00 X 0 0 0 JOHN MCCORMICK TRUSTEE 0.30 0.00 X 0 0 0 LYNN FERRARI TRUSTEE 0.20 0.00 X 0 0 0 0 0 0 0 0 0 0 0 201307 201307 137817 0 137817 137817 137817 339124 0 0 339124 28550 20750 7800 4661 4661 797 797 13846 10462 3384 MALL MAINTENANCE 33639 33639 MISCELLANEOUS EXPENSES 543 421 122 82036 65272 16764 0 9519 47483 8875470 10386320 8884989 10433803 0 0 X 8875470 10386320 0 0 9519 47483 8884989 10433803 8884989 10433803 257088 1291726 0 X 0 0 0 X X 1 CITY OF HARTFORD 066001870 6 1 82036 0 1 82036 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PART IV SECTION B LINE 1 THOUGH THE APPOINTMENT OF TRUSTEES TO THE ELLA BURR MCMANUS TRUST HAS BEEN PERFORMED BY THE HARTFORD PROBATE COURT SINCE 1953, IN 1973 THE IRS APPROVED THE TRUST'S REQUEST FOR A DETERMINATION AS A SUPPORTING ORGANIZATION OF THE CITY OF HARTFORD WITHIN THE MEANING OF SECTION 509 (A) (3). THE TRUST ENGAGES SOLELY IN ACTIVITIES THAT SUPPORT OR BENEFIT THE CITY OF HARTFORD PER THE WILL UNDER WHICH IT WAS CREATED. THE CITY OF HARTFORD HAS ONE REPRESENTATIVE AS A TRUSTEE NOMINATED BY THE MAYOR. THE PURPOSE OF THE TRUST, CREATED THROUGH THE WILL OF ELLA BURR MCMANUS (DIED IN 1906), WAS TO CARRY OUT HER WISH STATED IN HER WILL TO BUILD AND MAINTAIN A MEMORIAL TO ELLA BURR MCMANUS'S FATHER, ALFRED BURR, FOR THE BENEFIT OF THE CITY OF HARTFORD. PER THE CONNECTICUT SUPREME COURT OF ERRORS RULING IN 1938, ELLA BURR MCMANUS'S INTENT WAS DESCRIBED: "HER DOMINANT PURPOSE WAS TO HAVE IN HARTFORD A MEMORIAL TO HER FATHER. INCIDENTAL TO THAT MAIN PURPOSE WERE CERTAIN OTHERS AND IT IS REASONABLY CLEAR THAT THEY RANKED IN HER MIND IN THIS ORDER: SUCH A MEMORIAL SHOULD PERPETUATE THE NAME OF HER FATHER; IT SHOULD BE OF THE HIGHEST ARTISTIC VALUE; IT SHOULD SERVE SOME HUMANE PURPOSE; IT SHOULD BE A GIFT TO THE CITY (HARTFORD); AND IT SHOULD BE ONE WHICH SHOULD MAKE MANIFEST THAT IT WAS THE GIFT OF THE TESTATRIX. AS SHE EVIDENTLY VISUALIZED THE MEMORIAL, IT WAS TO BE A UNIT, NOT PART OF SOME LARGER WHOLE, AND IN IT THE WORK OF THE SCULPTOR WOULD BE AT LEAST THE DOMINATING ELEMENT." THE PLAN FOR THE ALFRED E. BURR MEMORIAL IN HARTFORD WAS APPROVED BY THE COURT. A PEDESTRIAN MALL, IT WAS CREATED IN 1969 ADJACENT TO HARTFORD CITY HALL ON A FORMER PUBLIC STREET CLOSED FOR THE CREATION OF THE MALL AND ON LAND LEASED TO THE CITY OF HARTFORD FOR AS LONG AS THE SITE IS USED AND MAINTAINED AS A SCULPTURE MALL. IN 1973, A MONUMENTAL SCULPTURE BY ALEXANDER CALDER WAS COMMISSIONED, PURCHASED AND INSTALLED AT THE MALL BY THE TRUST. THIS SCULPTURE PURCHASE CONSTITUTED A GIFT TO THE CITY OF HARTFORD UNDER ELLA'S WILL. THE CITY OF HARTFORD, BY VIRTUE OF ITS POWER TO GRANT OR DENY ACCESS TO A PUBLIC SITE, EXERCISES CONSIDERABLE INFLUENCE AND CONTROL UPON THE TRUST'S ACTIVITIES. IT RECEIVES NOTICES OF ALL PROBATE COURT HEARING AND DECISIONS RELATING TO THE TRUST AND RECEIVES COPIES OF ALL PROBATE ACCOUNTINGS. THE PRESENT TRUSTEES ARE COURT-APPOINTED SUCCESSORS TO A PUBLIC BODY WHICH ADMINISTERED THE TRUST UNTIL ABOLISHED BY LEGISLATION AND THEY CONSEQUENTLY SERVE IN A QUASI-PUBLIC CAPACITY. THE HARTFORD PROBATE COURT'S POWER TO APPOINT TRUSTEES HAS REMAINED UNCHANGED SINCE 1973 WHEN THE TRUST TOLD THE IRS AND THE IRS THEREAFTER CONFIRMED THAT THE TRUST IS A SUPPORTING ORGANIZATION. THE TRUSTEES' ACTIONS AND INVESTMENTS ARE SUPERVISED AND SCRUTINIZED BY THE HARTFORD PROBATE COURT. THE USE OF CITY PROPERTY ADJACENT TO THE MUNICIPAL BUILDING, THE CONTINUOUS INVOLVEMENT OF THE CITY IN SOME MAINTENANCE OF THE PROPERTY, AND THE HISTORIC AND CONTINUING COOPERATIVE RELATIONSHIP BETWEEN THE CITY AND THE TRUST MANDATED BY THE NATURE OF THE MEMORIAL ALL INDICATE THAT THE TRUST IS 'EFFECTIVELY OPERATED UNDER THE SUPERVISION OF' THE CITY OF HARTFORD. X X X 0 8884989 1630850 65272 16764 10433803 10344244 -1386359 62433 10463 8884989 8706224 1715197 64410 12767 10344244 7754538 1021940 55227 15027 8706224 6434026 1467507 123297 23698 7754538 1.00000 0 0 0 PART III, LINE 4: THE TRUST HOLDS TWO SCULPTURES BY ALEXANDER CALDER FOR EXHIBITION AND EDUCATION TO FULFILL THE TERMS OF THE WILL OF ELLA BURR MCMANUS BY WHICH SHE CREATED A MEMORIAL TO PERPETUATE HER FATHER'S NAME AND THAT WOULD BE ARTISTIC IN DESIGN, HUMANE IN PURPOSE, AND BENEFICIAL TO THE CITY OF HARTFORD. THE PRIMARY PIECE OWNED BY THE TRUST IS "STEGOSAURUS", A LARGE, METAL STABILE THAT IS ON PERMANENT OUTDOOR DISPLAY AT THE ALFRED E. BURR MEMORIAL (BURR MALL). THE SECOND SCULPTURE IS THE SMALL "MAQUETTE" OF STEGOSAURUS THAT IS ON LOAN TO AND HOUSED AT THE WADSWORTH ATHENEUM MUSEUM OF ART NEXT DOOR TO THE BURR MEMORIAL. THE "MAQUETTE" IS OCCASIONALLY LOANED OUT BY THE TRUST FOR TEMPORARY EXHIBITION AT OTHER MUSEUMS. THE TRUST ALSO HOLDS A HANDWRITTEN LETTER WITH THE SKETCHES FROM ALEXANDER CALDER ABOUT THE DESIGN OF THE STABILE. PART V, LINE 4: TO MAINTAIN ALFRED E. BURR MEMORIAL (BURR MALL) FOR BENEFIT OF THE CITY OF HARTFORD. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PROVIDED TO THE TRUSTEES IN DRAFT FORM TO REVIEW PRIOR TO FILING FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON WRITTEN REQUEST