2026-03-30T11:34:03-05:00 2025-09-30 061071692 HARPERWHITFIELD PC 314 FARMINGTON AVENUE FARMINGTON CT 06032 990 2024-10-01 066026009 TRUSTEES OF THE COLT BEQUEST INC C/O KATHY WOODS EXECUTIVE DIRECTOR TRUS 8602464025 80 WETHERSFIELD AVENUE HARTFORD CT 061141191 MR JAMES RUSSELL TREASURER 8602558517 2026-03-17 1 0 W SCOTT GOETJEN CPA P00145918 8606779188 2026-03-17 2024 2025-03-06 01:10:19Z MR JAMES RUSSELL 836 FARMINGTON AVE SUITE 138 WEST HARTFORD CT 06119 9006311 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. 13 13 11 13 0 0 0 0 0 0 3104019 3040893 0 0 3104019 3040893 138525 111290 0 0 567053 582189 0 0 0 1386501 1258640 2092079 1952119 1011940 1088774 78747051 84445318 222133 134199 78524918 84311119 PRESERVATION, RESTORATION, MAINTENANCE, REPAIR AND IMPROVEMENT OF ARMSMEAR, THE CHURCH OF THE GOOD SHEPHERD, AND THE CALDWELL H. COLT MEMORIAL PARISH HOUSE. 0 0 425770 111290 PRESERVATION, RESTORATION, MAINTENANCE AND REPAIR OF THE CHURCH OF GOOD SHEPHERD, AND THE CALDWELL H. COLT MEMORIAL PARISH HOUSE. 1211087 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. 1636857 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 24 0 1 11 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X CO KATHY L WOODS EXECUTIVE DIRECTOR 8602464025 80 WETHERSFIELD AVENUE HARTFORD CT 061141191 MS CLAIRE BURNETT PRESIDENT/TRUSTEE 1.00 X X 0 0 0 MS LINDA RICKARD VICE PRESIDENT/TRUSTEE 1.00 X X 0 0 0 MS JUDITH KEPPELMAN SECRETARY/TRUSTEE 1.00 X X 0 0 0 MR JAMES RUSSELL TREASURER/TRUSTEE 1.00 X X 0 0 0 RT REV LAURA AHRENS TRUSTEE 1.00 X 197102 0 46719 MS GILLIAN HOWELL TRUSTEE 1.00 X 0 0 0 MR DAVID MCCARY TRUSTEE 1.00 X 0 0 0 MS CAITLIN J ARNOLD TRUSTEE 1.00 X 0 0 0 MS LORI DONADIO TRUSTEE 1.00 X 0 0 0 MR KENTON MCCOY TRUSTEE 1.00 X 0 0 0 MS JENNIFER MURPHY TRUSTEE 1.00 X 0 0 0 MR GREGORY MILLER TRUSTEE 1.00 X 0 0 0 MR JEFF VERNEY TRUSTEE 1.00 X 0 0 0 KATHY WOODS EXEC DIRECTOR 40.00 X 113997 0 41358 311099 0 88077 2 0 1 0 GL CAPASSO INC 34 LLOYD ST NEW HAVEN CT 06513 BUILDING RESTORATION 359648 SECURITY SERVICES OF CT INC PO BOX 135 BRATTLEBORO VT 05302 SECURITY 223627 OTIS ELEVATOR COMPANY PO BOX 13716 NEWARK NJ 13716 BUILDING RESORATION 162172 3 1860136 1860136 7146175 5960329 5089 1185846 -5089 1180757 1180757 3040893 0 0 3040893 X 111290 111290 230568 77083 153485 148276 148276 39152 24059 15093 134232 102065 32167 29961 22936 7025 25832 25832 49226 49226 280633 277299 3334 34950 21014 13936 214398 208382 6016 1864 1864 140901 140901 85686 85686 MAJOR RENOVATIONS 158858 158858 MAJOR RENOVATIONS - CON 68079 68079 BUILDING MAINTENANCE 54575 53465 1110 RESIDENT ACTIVITY 52059 52059 91579 83541 8038 1952119 1636857 315262 0 265262 478175 3795 33146 3948151 2475215 1225271 1472936 77045854 82258436 27055 0 179814 202625 78747051 84445318 220820 130701 1313 3498 222133 134199 X 1641611 1812287 76883307 82498832 78524918 84311119 78747051 84445318 1088774 4697427 0 X X 1 X 0 1 0 X X 2 CHURCH OF THE GOOD SHEPHERD HARTFORD CT 060665974 1 1 425770 0 EPISCOPAL DIOCESE OF CT HARTFORD CT 060646602 1 1 1451291 0 2 1877061 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 78524918 7738320 1636857 315262 84311119 66361849 14255148 1758280 333799 78524918 60627017 8114741 1976632 403277 66361849 73982640 -11122954 1901244 331425 60627017 63740045 12135619 1571597 321427 73982640 0.02149 0.18904 0.78947 0 0 2495585 1239918 1255667 1452566 1235297 217269 1472936 DUE TO OTHER FUNDS 3498 3498 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 111290 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 197102 0 0 0 0 0 0 0 46719 0 243821 0 0 0 KATHY WOODS EXEC DIRECTOR 113997 0 0 0 0 0 0 0 41358 0 155355 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE OFFICERS AND TRUSTEES HAVE AN INTERNAL KNOWLEDGE OF THE BEQUEST'S OPERATING 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 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 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 INDEPENDENT SERVICE CONTRACTS: PROGRAM SERVICE EXPENSES 270,163. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 270,163. PAYROLL PROCESSING FEE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 3,334. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,334. SAGE SOLUTIONS: PROGRAM SERVICE EXPENSES 7,136. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,136. 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 425770 BASED ON THE NEEDS OF THE ORG