Nonprofit · EIN 06-6037032
HORACE WELLS TRUST FUND INC
Tax-exempt · SIMSBURY, CT 06070
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| October 31, 2025 | 990-PF | $47,158 | $40,954 | $6,204 | $202,754 | $0 | $202,754 |
| October 31, 2024 | 990-PF | $17,587 | $28,571 | -$10,984 | $196,550 | $0 | $196,550 |
Financial details: 990-PF for the year ended October 31, 2025
Revenue
- Contributions, gifts and grants
- $2,300
- Dividends
- $10,077
- Net gain from sales of assets
- $33,864
- Other income
- $917
Expenses
- Grants and similar amounts paid
- $25,000
- Disbursements for charitable purposes
- $38,283
- Excise tax on investment income
- $103
Balance sheet and other
- Total assets, start of year
- $196,550
- Total assets, end of year
- $202,754
- Total liabilities, end of year
- $0
- Net assets, end of year
- $202,754
- Fair market value of assets
- $580,324
- Qualifying distributions
- $38,283
- Net investment income
- $10,077
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 October 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KEVIN MCLAUGHLIN 121 OLD SAUGATUCK ROAD, NORWALK, CT 06855 | SECRETARY | 1 | $0 |
| LANCE BANWELL 385 RAILTREE HILL ROAD, WOODBURY, CT 06798 | PRESIDENT | 1 | $0 |
| BRUCE NGHIEM DDS 6 OLD STONE CROSSING, WEST SIMSBURY, CT 06092 | DIRECTOR | 1 | $0 |
| PAUL MCKENNA 571 HOPMEADOW STREET, SIMSBURY, CT 06070 | TRUSTEE | 1 | $0 |
990-PF for the year ended October 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KEVIN MCLAUGHLIN 121 OLD SAUGATUCK ROAD, NORWALK, CT 06855 | SECRETARY | 1 | $0 |
| LANCE BANWELL 385 RAILTREE HILL ROAD, WOODBURY, CT 06798 | PRESIDENT | 1 | $0 |
| BRUCE NGHIEM DDS 6 OLD STONE CROSSING, WEST SIMSBURY, CT 06092 | DIRECTOR | 1 | $0 |
| PAUL MCKENNA 571 HOPMEADOW STREET, SIMSBURY, CT 06070 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 571 HOPMEADOW ST, SIMSBURY, CT 06070-2416
- Signed the 990-PF
- PAUL MCKENNA, TRUSTEE
- Phone
- (860) 651-9391
- Return prepared by
- HALLORAN & ASSOCIATES LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in October, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | October 31, 2025 | March 16, 2026 | 990-PF on file |
| 2023 | October 31, 2024 | March 17, 2025 | 990-PF on file |
| 2022 | October 31, 2023 | March 15, 2024 | Check at the IRS |
IRS record
- EIN
- 06-6037032
- 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
- 1963
- Accounting year ends
- October
- Files
- Form 990-PF
- Assets (IRS master file)
- $202,754
- Income (IRS master file)
- $73,939
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | October 2025 | $47,158 | $40,954 | $202,754 | XML |
| 990-PF | October 2024 | $17,587 | $28,571 | $196,550 | XML |
| 990-PF | October 2022 | – | – | – | IRS |
| 990-PF | October 2021 | – | – | – | IRS |
| 990-PF | October 2020 | – | – | – | IRS |
| 990-PF | October 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 06-6037032).
Questions about HORACE WELLS TRUST FUND INC
- What is the EIN of HORACE WELLS TRUST FUND INC?
- The employer identification number (EIN) of HORACE WELLS TRUST FUND INC is 06-6037032.
- Is HORACE WELLS TRUST FUND INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1963.
- Are donations to HORACE WELLS TRUST FUND INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HORACE WELLS TRUST FUND INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HORACE WELLS TRUST FUND INC due?
- The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HORACE WELLS TRUST FUND INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended October 2025.
- Who are the officers and directors of HORACE WELLS TRUST FUND INC?
- The 990-PF for the year ended October 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does HORACE WELLS TRUST FUND INC have?
- On its 990-PF for the year ended October 31, 2025 it reported revenue of $47,158, expenses of $40,954 and total assets of $202,754 at year end.
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