Nonprofit · EIN 06-1355463
H A VANCE FOUNDATION INC
Tax-exempt · WEST HARTFORD, CT 06107
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $1,442,325 | $672,893 | $769,432 | $9,558,211 | $0 | $9,558,211 |
| December 31, 2024 | 990-PF | $1,517,609 | $593,869 | $923,740 | $8,778,713 | $0 | $8,778,713 |
| December 31, 2023 | 990-PF | $573,879 | $578,554 | -$4,675 | $7,864,380 | $0 | $7,864,380 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $214,660
- Dividends
- $277,162
- Net gain from sales of assets
- $950,503
Expenses
- Grants and similar amounts paid
- $480,000
- Compensation of officers, directors and key employees
- $68,000
- Disbursements for charitable purposes
- $586,071
- Excise tax on investment income
- $19,312
Balance sheet and other
- Total assets, start of year
- $8,778,713
- Total assets, end of year
- $9,558,211
- Total liabilities, end of year
- $0
- Net assets, end of year
- $9,558,211
- Fair market value of assets
- $14,419,844
- Qualifying distributions
- $586,071
- Net investment income
- $1,441,902
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARY S MARTIN CONIFER INV LTD 65 LASALLE ROAD, WEST HARTFORD, CT 06107 | EXECUTIVE DIRECTOR | 24 | $68,000 |
| H ALEX VANCE JR CONIFER INV LTD 65 LASALLE ROAD, WEST HARTFORD, CT 06107 | PRESIDENT | 6 | $0 |
| COLEMAN H CASEY ESQ CONIFER INV LTD 65 LASALLE ROAD, WEST HARTFORD, CT 06107 | SECRETARY & TREASURER | 1 | $0 |
| NANCY C RION CONIFER INV LTD 65 LASALLE ROAD, WEST HARTFORD, CT 06107 | DIRECTOR | 1 | $0 |
| PATRICIA D VANCE CONIFER INV LTD 65 LASALLE ROAD, WEST HARTFORD, CT 06107 | DIRECTOR | 1 | $0 |
| JOSEPH PACE CONIFER INV LTD 65 LASALLE ROAD, WEST HARTFORD, CT 06107 | DIRECTOR | 3 | $0 |
| CAROLYN A PALDINO CONIFER INV LTD 65 LASALLE ROAD, WEST HARTFORD, CT 06107 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARY S MARTIN CONIFER INV LTD 65 LASALLE ROAD, WEST HARTFORD, CT 06107 | EXECUTIVE DIRECTOR | 24 | $65,667 |
| H ALEX VANCE JR CONIFER INV LTD 65 LASALLE ROAD, WEST HARTFORD, CT 06107 | PRESIDENT | 6 | $0 |
| COLEMAN H CASEY ESQ CONIFER INV LTD 65 LASALLE ROAD, WEST HARTFORD, CT 06107 | SECRETARY & TREASURER | 1 | $0 |
| NANCY C RION CONIFER INV LTD 65 LASALLE ROAD, WEST HARTFORD, CT 06107 | DIRECTOR | 1 | $0 |
| PATRICIA D VANCE CONIFER INV LTD 65 LASALLE ROAD, WEST HARTFORD, CT 06107 | DIRECTOR | 1 | $0 |
| JOSEPH PACE CONIFER INV LTD 65 LASALLE ROAD, WEST HARTFORD, CT 06107 | DIRECTOR | 3 | $0 |
| CAROLYN A PALDINO CONIFER INV LTD 65 LASALLE ROAD, WEST HARTFORD, CT 06107 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARY S MARTIN CONIFER INV LTD 65 LASALLE ROAD, WEST HARTFORD, CT 06107 | EXECUTIVE DIRECTOR | 24 | $63,667 |
| H ALEX VANCE JR CONIFER INV LTD 65 LASALLE ROAD, WEST HARTFORD, CT 06107 | PRESIDENT | 6 | $0 |
| COLEMAN H CASEY ESQ CONIFER INV LTD 65 LASALLE ROAD, WEST HARTFORD, CT 06107 | SECRETARY & TREASURER | 1 | $0 |
| NANCY C RION CONIFER INV LTD 65 LASALLE ROAD, WEST HARTFORD, CT 06107 | DIRECTOR | 1 | $0 |
| PATRICIA D VANCE CONIFER INV LTD 65 LASALLE ROAD, WEST HARTFORD, CT 06107 | DIRECTOR | 1 | $0 |
| JOSEPH PACE CONIFER INV LTD 65 LASALLE ROAD, WEST HARTFORD, CT 06107 | DIRECTOR | 3 | $0 |
| CAROLYN A PALDINO CONIFER INV LTD 65 LASALLE ROAD, WEST HARTFORD, CT 06107 | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 65 LASALLE ROAD, WEST HARTFORD, CT 06107-2374
- In care of
- % CONIFER INVESTMENTS LTD
- Signed the 990-PF
- ALEX VANCE, PRESIDENT
- Phone
- (860) 761-1041
- Return prepared by
- WHITTLESEY PC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 06-1355463
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1993
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $9,558,211
- Income (IRS master file)
- $3,582,455
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $1,442,325 | $672,893 | $9,558,211 | IRS |
| 990-PF | December 2024 | $1,517,609 | $593,869 | $8,778,713 | XML |
| 990-PF | December 2023 | $573,879 | $578,554 | $7,864,380 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2019 | – | – | – | IRS |
| 990-PF | December 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 06-1355463).
Questions about H A VANCE FOUNDATION INC
- What is the EIN of H A VANCE FOUNDATION INC?
- The employer identification number (EIN) of H A VANCE FOUNDATION INC is 06-1355463.
- Is H A VANCE FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
- Are donations to H A VANCE FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does H A VANCE FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of H A VANCE FOUNDATION INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did H A VANCE FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of H A VANCE FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 7 people; 1 received compensation from the organization, the highest $68,000 (MARY S MARTIN, EXECUTIVE DIRECTOR).
- How much revenue does H A VANCE FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,442,325, expenses of $672,893 and total assets of $9,558,211 at year end.
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