2025-08-14T13:53:43-05:00 2024-09-30 061071692 HARPERWHITFIELD PC 314 FARMINGTON AVENUE FARMINGTON CT 06032 990 2023-10-01 066026009 TRUSTEES OF THE COLT BEQUEST INC C/O KATHY L WOODS EXECUTIVE DIRECTOR TRUS 8602464025 80 WETHERSFIELD AVENUE HARTFORD CT 061141191 MR JAMES RUSSELL TREASURER 8602558517 2025-06-26 1 0 W SCOTT GOETJEN CPA P00145918 8606779188 2025-06-26 2023 2025-03-06 01:10:19Z MR JAMES RUSSELL 836 FARMINGTON AVE SUITE 138 WEST HARTFORD CT 06119 14549950 0 X N/A X 1919 CT PRESERVATION, RESTORATION, MAINT., REPAIR AND IMPROVEMENT OF ARMSMEAR, THE CHURCH OF THE GOOD SHEPHERD, AND THE C.H. COLT MEMORIAL PARISH HOUSE. 11 11 10 11 0 0 0 0 0 0 2295177 3104019 0 0 2295177 3104019 221640 138525 0 0 656853 567053 0 0 0 1501416 1386501 2379909 2092079 -84732 1011940 66419243 78747051 57394 222133 66361849 78524918 PRESERVATION, RESTORATION, MAINTENANCE, REPAIR AND IMPROVEMENT OF ARMSMEAR, THE CHURCH OF GOOD SHEPHERD, AND THE CALDWELL H. COLT MEMORIAL PARISH HOUSE. 0 0 544804 138525 PRESERVATION, RESTORATION, MAINTENANCE AND REPAIR OF THE CHURCH OF THE GOOD SHEPHERD, AND THE CALDWELL H. COLT MEMORIAL PARISH HOUSE. 1213476 PRESERVATION, RESTORATION, MAINTENANCE, REPAIR AND IMPROVEMENT OF ARMSMEAR, A RESIDENCE FOR WIDOWS OF EPISCOPAL CLERGY, AND OTHER IMPOVERISHED BUT REFINED AND EDUCATED GENTLEWOMEN OF FAITH. 1758280 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 X 23 0 1 10 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 1 1 0 X CO KATHY L WOODS EXECUTIVE DIRECTOR 8602464025 80 WETHERSFIELD AVENUE HARTFORD CT 061141191 MS LORI DONADIO TRUSTEE 1.00 X 0 0 0 RT REV LAURA AHRENS TRUSTEE 1.00 X 189809 0 50488 MS LINDA RICKARD VICE PRESIDENT/TRUSTEE 1.00 X X 0 0 0 MS CLAIRE BURNETT PRESIDENT/TRUSTEE 1.00 X X 0 0 0 MR GERALD HESS TREASURER/TRUSTEE 1.00 X X 0 0 0 MR GREG MILLER TRUSTEE 1.00 X 0 0 0 MR DAVID MCCARY TRUSTEE 1.00 X 0 0 0 MS JUDITH KEPPELMAN SECRETARY/TRUSTEE 1.00 X X 0 0 0 MS CAITLIN J ARNOLD TRUSTEE 1.00 X 0 0 0 MR KENTON MCCOY TRUSTEE 1.00 X 0 0 0 MR JAMES RUSSELL TRUSTEE 1.00 X 0 0 0 GILLIAN HOWELL TRUSTEE 1.00 X 0 0 0 JENNIFER MURPHY TRUSTEE 1.00 X 0 0 0 MS MELINDA SCHOEN EXEC DIRECTOR 40.00 X 160234 0 4562 350043 0 55050 2 0 1 0 GL CAPASSO INC 34 LLOYD ST NEW HAVEN CT 06513 BUILDING RESTORATION 327626 SECURITY SERVICES OF CT INC PO BOX 135 BRATTLEBORO VT 05302 SECURITY 214964 2 1821766 1821766 12728184 11445931 1282253 1282253 1282253 3104019 0 0 3104019 X 138525 138525 139887 41552 98335 252571 190448 62123 42154 26214 15940 104397 73570 30827 28044 16209 11835 17809 17809 36293 36293 243528 240761 2767 34409 22357 12052 184757 179461 5296 127 127 99654 99654 76048 76048 MAJOR RENOVATION 326331 326331 BUILDING MAINTENANCE 160876 158951 1925 RECRUITING 60450 26362 34088 GROUNDS MAINTENANCE 55596 55445 151 90623 86265 4358 2092079 1758280 333799 0 247540 265262 11969 3795 3580204 2354933 992421 1225271 65116172 77045854 27567 27055 23574 179814 66419243 78747051 52249 220820 5145 1313 57394 222133 X 1383469 1641611 64978380 76883307 66361849 78524918 66419243 78747051 1011940 11151129 0 X X 1 X 0 1 0 X X 2 CHURCH OF THE GOOD SHEPHERD HARTFORD CT 060665974 1 1 544804 0 EPISCOPAL DIOCESE OF CT HARTFORD CT 060646602 1 1 1490406 0 2 2035210 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 X 1 1 PART IV, SECTION E, LINE 2A: SUBSTANTIALLY ALL OF THE ORGANIZATION'S ACTIVITIES DURING THE TAX YEAR DIRECTLY FURTHER THE EXEMPT PURPOSES OF THE FOLLOWING TWO SUPPORTED ORGANIZATIONS - CHURCH OF THE GOOD SHEPHERD AND EPISCOPAL DIOCESE OF CT. TRUSTEES OF THE COLT BEQUEST, INC. (BEQUEST) WAS RESPONSIVE TO THESE ORGANIZATIONS. SUBSTANTIALLY ALL THE ACTIVITIES OF THE BEQUEST CONSTITUTE SUPPORTING THESE TWO ORGANIZATIONS SINCE SUBSTANTIALLY ALL EXPENDITURES OF THE BEQUEST EITHER SUPPORT THE CHURCH OF THE GOOD SHEPHERD OR ARMSMEAR A RESIDENCE PRIMARILY FOR THE WIDOWS OF EPISCOPAL CLERGY AND OTHER IMPOVERISHED BUT REFINED AND EDUCATED GENTLEWOMEN OF FAITH. THE BEQUEST APPROVES MAJOR CAPITAL IMPROVEMENTS, ASSISTS WITH CAPITAL NEEDS PLANNING AND PAYS THE RELATED VENDORS FOR THE CHURCH OF THE GOOD SHEPHERD. IF THE BEQUEST DID NOT DO THIS, THE CHURCH WOULD HAVE TO MANAGE THIS ON THEIR OWN. THE BEQUEST IS RESPONSIVE TO THE ORGANIZATION AS THE RECTOR AND THE SENIOR WARDEN MEET WITH THE FULL BOARD AT EACH BOARD MEETING TO DISCUSS ACCOMPLISHMENTS AND FUTURE NEEDS. MEMBERS OF THE BOARD ALSO ATTEND THE CHURCH'S VESTRY MEETINGS. IN ADDITION, MEMBERS OF THE CHURCH ATTEND THE BEQUEST'S BUILDING AND GROUNDS COMMITTEE MEETINGS. THE BEQUEST ALSO OPERATES A RESIDENCE FOR THE WIDOWS OF EPISCOPAL CLERGY AND OTHER IMPOVERISHED BUT REFINED AND EDUCATED GENTLEWOMEN OF FAITH KNOWN AS ARMSMEAR. THE BEQUEST HOLDS TITLE TO THE RESIDENCE AND THE EMPLOYEES OF THE BEQUEST MANAGE THE DAY TO DAY OPERATIONS OF THIS FACILITY. IF THE BEQUEST DID NOT OPERATE THIS HOME, THE EPISCOPAL DIOCESE OF CONNECTICUT WOULD HAVE TO FIND OTHER MEANS TO FULFILL THIS MISSION. THE BEQUEST IS RESPONSIVE TO THE DIOCESE AS ONE OF THE DIOCESAN BISHOPS SITS ON THE BOARD. PART IV, SECTION E, LINE 2B: AS MENTIONED ABOVE THE ACTIVITIES CONSTITUTE ACTIVITIES THAT, BUT FOR THE ORGANIZATION'S INVOLVEMENT, ONE OR MORE OF THE ORGANIZATION'S SUPPORTED ORGANIZATION- CHURCH OF THE GOOD SHEPHERD AND EPISCOPAL DIOCESE OF CT WOULD HAVE TO FIND WAYS TO PERFORM THE WORK OR PROVIDE THE SERVICES ON THEIR OWN. 0 66361849 14255148 1758280 333799 78524918 60627017 8114741 1976632 403277 66361849 73982640 -11122954 1901244 331425 60627017 63740045 12135619 1571597 321427 73982640 61307837 122523 4588719 1926849 352185 63740045 0.02091 0.18966 0.78943 0 0 2152591 1171435 981156 0 0 1427613 1183498 244115 1225271 OBLIGATIONS UNDER LEASE 1313 1313 SCHEDULE D, PART VI, LINE 1B FIXED ASSETS INCLUDES LAND, BUILDINGS, BUILDING IMPROVEMENTS, FURNITURE AND FIXTURES WHICH ARE BOTH HELD AT COST. IN ADDITION, $970,969 OF FURNITURE AND FIXTURE ARE HELD AT APPRAISED VALUE AS OF 9/30/16. 1 CHURCH OF THE GOOD SHEPHERD 155 WYLLYS ST HARTFORD CT 06115 060665974 138525 0 PRESERVATION, RESTORATION, MAINTENANCE AND REPAIR OF THE CHURCH OF THE GOOD SHEPHERD, AND THE CALDWELL H. COLT MEMORIAL PARISH HOUSE. X 0 0 0 0 0 0 0 0 0 RT REV LAURA AHRENS TRUSTEE 189809 0 0 0 0 0 0 0 50488 0 240297 0 0 0 MS MELINDA SCHOEN EXEC DIRECTOR 160234 0 0 0 0 0 0 0 4562 0 164796 0 0 0 FORM 990, PART V, LINE 7(G) THE ORGANIZATION WAS NOT REQUIRED TO FILE FORM 8899 BECAUSE IT DID NOT RECEIVE ANY CONTRIBUTIONS OF QUALIFIED INTELLECTUAL PROPERTY. FORM 990, PART V, LINE 7(H) THE ORGANIZATION WAS NOT REQUIRED TO FILE FORM 1098-C BECAUSE IT DID NOT RECEIVE ANY CONTRIBUTIONS OF CARS, BOATS, AIRPLANES OR OTHER VEHICLES. FORM 990, PART VI, SECTION B, LINE 11B THE OFFICERS AND TRUSTEES HAVE AN INTERNAL KNOWLEDGE OF THE BEQUEST'S OPERATIONS AND REVIEW THE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C ALL TRUSTEES AND THE EXECUTIVE DIRECTOR OF THE CORPORATION COMPLETE ANNUALLY A DISCLOSURE STATEMENT THAT SPECIFIES ANY RELATIONSHIPS THAT COULD RAISE SUBSTANTIAL PROSPECTS OF A CONFLICT OF INTEREST. THE ANNUAL DISCLOSURE STATEMENTS AND ANY ONGOING DISCLOSURES MADE PURSUANT TO THE POLICY ARE RECEIVED AND MANTAINED BY THE PRESIDENT AND/OR EXECUTIVE DIRECTOR. ANY POTENTIAL CONFLICTS ARE REVIEWED WITH THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS FOR DETERMINING COMPENSATION INCLUDES AN ANNUAL PERFORMANCE REVIEW BY THE PRESIDENT AND VICE PRESIDENT OF THE BOARD OF TRUSTEES. ADDITIONALLY, THE RESULTS OF THIS PERFORMANCE EVALUATION IS DISCUSSED BY THE BOARD MEMBERS WHEN DETERMINING COMPENSATION ADJUSTMENTS, IF ANY. FORM 990, PART VI, SECTION C, LINE 19 THE BEQUEST MAKES ALL OF ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER FEES: PROGRAM SERVICE EXPENSES 240,761. MANAGEMENT AND GENERAL EXPENSES 2,767. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 243,528. FORM 990, PART X, LINE 2(C) THE TRUSTEES EXAMINE THE REVIEWED FINANCIAL STATEMENTS AT ONE OF THEIR QUARTERLY MEETINGS. THE ACCOUNTANT WHO PREPARED THE REVIEWED FINANCIAL STATEMENTS IS ALSO PRESENT AT THIS MEETING TO PRESENT THE INFORMATION INCLUDED IN THE STATEMENTS AND ANSWER QUESTIONS THE TRUSTEES MAY HAVE. THE SELECTION OF THE INDEPENDANT ACCOUNTANT TO PERFORM THE REQUIRED ANNUAL REVIEW TAKES PLACE DURING A BOARD MEETING WHEN THE PRESENTING ACCOUNTANT AS DESCRIBED ABOVE IS NOT ATTENDING. EPISCOPAL DIOCESE OF CONNECTICUT 290 PRATT STREET BOX 52 MERIDEN CT 06450 060646602 RELIGIOUS ORGANIZATION CT 501(C)(3) 1 N/A 0 CHURCH OF THE GOOD SHEPHERD 155 WYLLYS STREET HARTFORD CT 06106 060665974 RELIGIOUS ORGANIZATION CT 501(C)(3) 1 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CHURCH OF GOOD SHEPHERD B 544804 BASED ON THE NEEDS OF THE ORG.