Nonprofit · EIN 55-0862938
VISTA ENDOWMENT FUND INC
Tax-exempt · MADISON, CT 06443
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,489,317 | $466,783 | $1,022,534 | $11,106,317 | $18,113 | $11,088,204 |
| June 30, 2024 | 990 | $1,481,225 | $455,387 | $1,025,838 | $9,586,044 | $17,510 | $9,568,534 |
| June 30, 2023 | 990 (amended) | $614,651 | $423,574 | $191,077 | $8,282,631 | $17,000 | $8,265,631 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,182,926
- Program service revenue
- $0
- Investment income
- $306,391
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $21,798
- Program services (functional)
- $444,985
- Management and general (functional)
- $21,798
Balance sheet and other
- Total assets, start of year
- $9,586,044
- Total assets, end of year
- $11,106,317
- Total liabilities, end of year
- $18,113
- Net assets, end of year
- $11,088,204
- Publicly traded securities
- $9,763,082
- Net assets without donor restrictions
- $10,353,496
- Net assets with donor restrictions
- $734,708
- Gross receipts
- $1,489,317
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2005
- State of legal domicile
- CT
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 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| HELEN BOSCH | CHIEF EXECUTIVE OFFICER Trustee or director, Officer | 4 | $0 | $181,598 | $5,311 |
| TOD VAN KIRK | VP OF PROGRAMS, SERVICES & ORG. DEVELOPMENT Highest-paid employee | 2 | $0 | $149,366 | $36,247 |
| ROBYN WESTERKAMP | VP OF BUSINESS OPERATIONS & ADMIN SERVICES Highest-paid employee | 2 | $0 | $140,236 | $10,510 |
| JOHAN LERNMARK | VP OF FINANCE Officer | 2 | $0 | $77,000 | $0 |
| CATHERINE O'DWYER | PRESIDENT & DEPUTY TREASUR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| PHILLIP KRALL | VICE PRESIDENT & SECRETARY Trustee or director, Officer | 2 | $0 | $0 | $0 |
| LEIGH BONNEY | TREASURER Trustee or director, Officer | 2 | $0 | $0 | $0 |
| ELENA PATTERSON | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| ROBERT RICHARD | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| WILLIAM TERRIBILE | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| DONALD W ANDERSON ESQ | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 10 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| HELEN BOSCH | CHIEF EXECUTIVE OFFICER Trustee or director, Officer | 4 | $0 | $175,184 | $5,165 |
| TOD VAN KIRK | VP PROGRAMS, SERVICES, ORGANIZATIONAL DEVELOPMENT Highest-paid employee | 2 | $0 | $137,902 | $32,650 |
| DONALD R FRINK | VP FINANCE & ADMINISTRATION Officer | 2 | $0 | $135,155 | $7,763 |
| CATHERINE O'DWYER | PRESIDENT & DEPUTY TREASURER Trustee or director, Officer | 2 | $0 | $0 | $0 |
| PHILLIP KRALL | VICE PRESIDENT & SECRETARY Trustee or director, Officer | 2 | $0 | $0 | $0 |
| LEIGH BONNEY | TREASURER Trustee or director, Officer | 2 | $0 | $0 | $0 |
| ELENA PATTERSON | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| ROBERT RICHARD | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| WILLIAM TERRIBILE | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| DONALD W ANDERSON ESQ | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 11 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| HELEN BOSCH | CHIEF EXECUTIVE OFFICER Trustee or director, Officer | 4 | $0 | $168,357 | $5,194 |
| TOD VAN KIRK | VP PROGRAMS, SERVICES, ORGANIZATIONAL DEVELOPMENT Highest-paid employee | 2 | $0 | $134,680 | $33,250 |
| DONALD R FRINK | VP FINANCE & ADMINISTRATION Officer | 2 | $0 | $126,749 | $5,644 |
| CATHERINE O'DWYER | PRESIDENT & DEPUTY TREASURER Trustee or director, Officer | 2 | $0 | $0 | $0 |
| PHILLIP KRALL | VICE PRESIDENT & SECRETARY Trustee or director, Officer | 2 | $0 | $0 | $0 |
| LEIGH BONNEY | TREASURER Trustee or director, Officer | 2 | $0 | $0 | $0 |
| ELENA PATTERSON | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| ROBERT RICHARD | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| WILLIAM TERRIBILE | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| DONALD W ANDERSON ESQ | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| BILL CHRISTIAANSE | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 107 BRADLEY RD, MADISON, CT 06443-2601
- In care of
- % ROBERT RICHARD
- Principal officer (990 for 2024)
- HELEN BOSCH, 107 BRADLEY ROAD, MADISON, CT 06443
- Signed the 990
- CATHERINE O'DWYER, PRESIDENT
- Phone
- (860) 399-8080
- Return prepared by
- WHITTLESEY PC
Mission
THE PRIMARY PURPOSE OF VISTA ENDOWMENT FUND, INC. IS TO SUPPORT THE EXEMPT PURPOSE OF VISTA LIFE INNOVATIONS. INC. AND SPECIFICALLY TO MANAGE ASSETS OF THE ENDOWMENT FUND.
Program accomplishments
- TO MANAGE ENDOWMENT INVESTMENTS TO FURTHER THE EXEMPT PURPOSE OF VISTA LIFE INNOVATIONS, INC.Expenses $444,985
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 55-0862938
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 2005
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P80)
- Assets (IRS master file)
- $11,106,317
- Income (IRS master file)
- $1,489,317
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,489,317 | $466,783 | $11,106,317 | XML |
| 990 | June 2024 | $1,481,225 | $455,387 | $9,586,044 | XML |
| 990 | June 2023 | $614,651 | $423,574 | $8,282,631 | XML |
| 990 | June 2022 | $944,948 | $365,403 | $7,292,671 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | 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 55-0862938).
Questions about VISTA ENDOWMENT FUND INC
- What is the EIN of VISTA ENDOWMENT FUND INC?
- The employer identification number (EIN) of VISTA ENDOWMENT FUND INC is 55-0862938.
- Is VISTA ENDOWMENT FUND INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
- Are donations to VISTA ENDOWMENT FUND INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does VISTA ENDOWMENT FUND INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of VISTA ENDOWMENT FUND INC 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 VISTA ENDOWMENT FUND INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of VISTA ENDOWMENT FUND INC?
- The 990 for the year ended June 30, 2025 names HELEN BOSCH.
- Who are the officers and directors of VISTA ENDOWMENT FUND INC?
- The 990 for the year ended June 30, 2025 lists 11 people; 0 received compensation from the organization.
- How much revenue does VISTA ENDOWMENT FUND INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,489,317, expenses of $466,783 and total assets of $11,106,317 at year end.
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