Nonprofit · EIN 06-0261454
COLONY FOUNDATION
Tax-exempt · NEW HAVEN, CT 06501
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $376,442 | $261,337 | $115,105 | $3,408,807 | $0 | $3,408,807 |
| June 30, 2024 | 990-PF | $523,693 | $257,122 | $266,571 | $3,079,469 | $0 | $3,079,469 |
| June 30, 2023 | 990-PF | $272,689 | $267,281 | $5,408 | $2,787,643 | $0 | $2,787,643 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $149,261
- Dividends
- $204,356
- Interest
- $27
- Net gain from sales of assets
- $11,024
- Other income
- $11,774
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $38,875
- Excise tax on investment income
- $2,410
Balance sheet and other
- Total assets, start of year
- $3,079,469
- Total assets, end of year
- $3,408,807
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,408,807
- Fair market value of assets
- $3,408,807
- Net investment income
- $215,407
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LAURA BALDWIN PO BOX 89, NEW HAVEN, CT 06501 | VICE-PRESIDENT | 7 | $0 |
| MARGIT DAHL PO BOX 89, NEW HAVEN, CT 06501 | PRESIDENT | 7 | $0 |
| JENNIFER ANDRES PO BOX 89, NEW HAVEN, CT 06501 | TRUSTEE | 0 | $0 |
| KEREN ABREU PO BOX 89, NEW HAVEN, CT 06501 | TRUSTEE | 0 | $0 |
| HILARY GARLAND PO BOX 89, NEW HAVEN, CT 06501 | TRUSTEE | 0 | $0 |
| WILLIAM GUMINA PO BOX 89, NEW HAVEN, CT 06501 | TRUSTEE | 0 | $0 |
| ANDREW SCHAPIRO PO BOX 89, NEW HAVEN, CT 06501 | TRUSTEE | 0 | $0 |
| KATHRYN SOLLEY PO BOX 89, NEW HAVEN, CT 06501 | TRUSTEE | 0 | $0 |
| WILLIAM HAAS PO BOX 89, NEW HAVEN, CT 06501 | TRUSTEE | 0 | $0 |
| STACY GEE PO BOX 89, NEW HAVEN, CT 06501 | TRUSTEE | 0 | $0 |
| ALISON FITZGERALD PO BOX 89, NEW HAVEN, CT 06501 | TREASURER | 0 | $0 |
990-PF for the year ended June 30, 2024: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LAURA BALDWIN PO BOX 89, NEW HAVEN, CT 06501 | VICE-PRESIDENT | 7 | $0 |
| MARGIT DAHL PO BOX 89, NEW HAVEN, CT 06501 | PRESIDENT | 7 | $0 |
| JENNIFER ANDRES PO BOX 89, NEW HAVEN, CT 06501 | TRUSTEE | 0 | $0 |
| KEREN ABREU PO BOX 89, NEW HAVEN, CT 06501 | TRUSTEE | 0 | $0 |
| HILARY GARLAND PO BOX 89, NEW HAVEN, CT 06501 | TRUSTEE | 0 | $0 |
| WILLIAM GUMINA PO BOX 89, NEW HAVEN, CT 06501 | TRUSTEE | 0 | $0 |
| ANDREW SCHAPIRO PO BOX 89, NEW HAVEN, CT 06501 | TRUSTEE | 0 | $0 |
| KATHRYN SOLLEY PO BOX 89, NEW HAVEN, CT 06501 | TRUSTEE | 0 | $0 |
| WILLIAM HAAS PO BOX 89, NEW HAVEN, CT 06501 | TRUSTEE | 0 | $0 |
| DEREN QUON PO BOX 89, NEW HAVEN, CT 06501 | TRUSTEE | 0 | $0 |
| STACY REINHART PO BOX 89, NEW HAVEN, CT 06501 | TREASURER | 0 | $0 |
| MISHKA BROWN PO BOX 89, NEW HAVEN, CT 06501 | TRUSTEE | 0 | $0 |
990-PF for the year ended June 30, 2023: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LAURA BALDWIN PO BOX 89, NEW HAVEN, CT 06501 | VICE-PRESIDENT | 7 | $0 |
| MARGIT DAHL PO BOX 89, NEW HAVEN, CT 06501 | PRESIDENT | 7 | $0 |
| JENNIFER ANDRES PO BOX 89, NEW HAVEN, CT 06501 | TRUSTEE | 0 | $0 |
| KEREN ABREU PO BOX 89, NEW HAVEN, CT 06501 | TRUSTEE | 0 | $0 |
| HILARY GARLAND PO BOX 89, NEW HAVEN, CT 06501 | SECRETARY | 0 | $0 |
| WILLIAM GUMINA PO BOX 89, NEW HAVEN, CT 06501 | TRUSTEE | 0 | $0 |
| ANDREW SCHAPIRO PO BOX 89, NEW HAVEN, CT 06501 | TRUSTEE | 0 | $0 |
| KATHRYN SOLLEY PO BOX 89, NEW HAVEN, CT 06501 | TRUSTEE | 0 | $0 |
| WILLIAM HAAS PO BOX 89, NEW HAVEN, CT 06501 | TRUSTEE | 0 | $0 |
| DEREN QUON PO BOX 89, NEW HAVEN, CT 06501 | TRUSTEE | 0 | $0 |
| STACY REINHART PO BOX 89, NEW HAVEN, CT 06501 | TREASURER | 0 | $0 |
| MISHKA BROWN PO BOX 89, NEW HAVEN, CT 06501 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 89, NEW HAVEN, CT 06501-0089
- Signed the 990-PF
- ALISON FITZGERALD, TREASURER
- Phone
- (203) 865-9318
- Return prepared by
- RJ Testo & Associates
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 06-0261454
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private operating foundation
- Donations deductible (Pub 78)
- Private operating foundation, 50% limit
- Exempt since
- 1927
- Accounting year ends
- June
- Files
- Form 990-PF
- Assets (IRS master file)
- $3,408,807
- Income (IRS master file)
- $390,418
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $376,442 | $261,337 | $3,408,807 | IRS |
| 990-PF | June 2024 | $523,693 | $257,122 | $3,079,469 | IRS |
| 990-PF | June 2023 | $272,689 | $267,281 | $2,787,643 | XML |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2020 | – | – | – | IRS |
| 990-PF | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 06-0261454).
Questions about COLONY FOUNDATION
- What is the EIN of COLONY FOUNDATION?
- The employer identification number (EIN) of COLONY FOUNDATION is 06-0261454.
- Is COLONY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1927.
- Are donations to COLONY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
- Which annual return does COLONY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of COLONY FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did COLONY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of COLONY FOUNDATION?
- The 990-PF for the year ended June 30, 2025 lists 11 people; 0 received compensation from the organization.
- How much revenue does COLONY FOUNDATION have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $376,442, expenses of $261,337 and total assets of $3,408,807 at year end.
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