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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 06-6528014

PLAN OF CONNECTICUT INC CHARITABLE TR

Tax-exempt · WETHERSFIELD, CT 06129

Financials

$770$1K2022$769$2K2023$666$3692024
Revenue Expenses · by fiscal year end
Financials of PLAN OF CONNECTICUT INC CHARITABLE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-EZ$666$369$297$60,297–$60,297
June 30, 2024990-EZ$769$2,472-$1,703$60,000–$60,000
June 30, 2023990-EZ$770$1,091-$321$61,703–$61,703
Financial details: 990-EZ for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$500
Investment income
$166

Expenses

Compensation of officers, directors and key employees
$0
Other expenses
$369
Program services (functional)
$369

Balance sheet and other

Total assets, start of year
$60,000
Total assets, end of year
$60,297
Total liabilities, end of year
–
Net assets, end of year
$60,297
Cash, savings and investments
$60,297
Gross receipts
$666

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-EZ for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
KERRY TEDFORD-COLESEXECUTIVE DI0.1$0
TINA DADDONADIR OF FINAN0.1$0
MICHAEL LEONEDIRECTOR0.1$0
DIANE COVELLODIRECTOR0.1$0
JAMES FUNNELLDIRECTOR0.1$0
BERNIE PELLETIERDIRECTOR0.1$0
PATRICIA KANEDIRECTOR0.1$0
DOROTHY BARNASDIRECTOR0.1$0
DONNA DUFFYDIRECTOR0.1$0
JEFFREY RATNERDIRECTOR0.1$0
MICHAEL BOHNDIRECTOR0.1$0
NANCY TONUCCIDIRECTOR0.1$0
THOMAS WRIGHTDIRECTOR0.1$0
GEORGE LEVINEDIRECTOR0.1$0
DR LAWRENCE HABERDIRECTOR0.1$0
4 more people on this return
NameTitleHours / weekCompensation
STUART J HAWKINSPRESIDENT0.1$0
AMY ORLANDOVICE PRESIDE0.1$0
GUERGANA RANGATCHEVATREASURER0.1$0
MARIALTA Z SPARAGNASECRETARY0.1$0
990-EZ for the year ended June 30, 2024: 16 people
NameTitleHours / weekCompensation
KERRY TEDFORD-COLESEXECUTIVE DI0.5$0
TINA DADDONADIR OF FINAN0.5$0
DIANE COVELLODIRECTOR0.5$0
DONNA DUFFYDIRECTOR0.5$0
JAMES FUNNELLDIRECTOR0.5$0
NANCY TONUCCIDIRECTOR0.5$0
MICHAEL BOHNDIRECTOR0.5$0
PATRICIA KANEDIRECTOR0.5$0
DOROTHY BARNASDIRECTOR0.5$0
BERNIE PELLETIERDIRECTOR0.5$0
MICHAEL LEONEDIRECTOR0.5$0
JEFFREY RATNERDIRECTOR0.5$0
STUART J HAWKINSPRESIDENT0.5$0
AMY ORLANDOVICE PRESIDE0.5$0
GUERGANA RANGATCHEVATREASURER0.5$0
MARIALTA Z SPARAGNASECRETARY0.5$0
990-EZ for the year ended June 30, 2023: 18 people
NameTitleHours / weekCompensation
KERRY TEDFORD-COLESEXECUTIVE DI0.5$0
TINA DADDONADIR OF FINAN0.5$0
LINDA WORDENTRUSTEE/DIRE0.5$0
DIANE COVELLODIRECTOR0.5$0
DONNA DUFFYDIRECTOR0.5$0
JAMES FUNNELLDIRECTOR0.5$0
NANCY TONUCCIDIRECTOR0.5$0
MICHAEL BOHNDIRECTOR0.5$0
MARIALTA Z SPARAGNADIRECTOR0.5$0
PATRICIA KANEDIRECTOR0.5$0
DOROTHY BARNASDIRECTOR0.5$0
BERNIE PELLETIERDIRECTOR0.5$0
JEFFREY RATNERDIRECTOR0.5$0
STUART J HAWKINSPRESIDENT0.5$0
AMY ORLANDOVICE PRESIDE0.5$0
GUERGANA RANGATCHEVATREASURER0.5$0
FRANCINE DAVIS EARLYSECRETARY0.5$0
MICHAEL LEONEINTERIM SECR0.5$0

Address and contacts

Address (IRS master file)
PO BOX 290937, WETHERSFIELD, CT 06129-0937
In care of
% PLANNED LIFETIME ASSISTANCE NETWO
Signed the 990-EZ
KERRY TEDFORD-COLES, EXECUTIVE DIRECTOR
Return prepared by
GUILMARTIN DIPIRO & SOKOLOWSKI LLC

Mission

THE PRIMARY EXEMPT PURPOSE OF THE ORGANIZATION IS TO PROVIDE SUPPLEMENTARY FUNDS TO ENHANCE THE QUALITY OF LIFE FOR THE ELDERLY AND PEOPLE WITH DISABILITIES FOR WHOM AN INDIVIDUAL TRUST HAS NOT BEEN ESTABLISHED.

990-EZ for the year ended June 30, 2025

Program accomplishments

  • CHARITABLE DISTRIBUTIONS MADE TO DISABLED PERSONS WHO HAD NO OTHER ACCESS TO EXTRA FUNDS AND THEIR FAMILIES WHO WERE NOT ABLE TO ESTABLISH AN INDIVIDUAL TRUST.
    Expenses $369

What it must file and when

IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990-EZ on file
2023June 30, 2024November 15, 2024990-EZ on file

File the 2025 990-N for PLAN OF CONNECTICUT INC CHARITABLE TR

Due November 16, 2026 · e-filed with the IRS by 990.tax, an IRS-authorized e-file provider

IRS record

EIN
06-6528014
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (509(a)(2))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2003
Accounting year ends
June
Files
Form 990-N (e-Postcard)
Category (NTEE)
Human services (P99)
Assets (IRS master file)
$60,297
Income (IRS master file)
$666

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZJune 2025$666$369$60,297IRS
990-EZJune 2024$769$2,472$60,000IRS
990-EZJune 2023$770$1,091$61,703XML
990-EZJune 2022–––IRS
990-EZJune 2021–––IRS
990-EZJune 2020–––IRS
990-EZJune 2019–––IRS
990-EZJune 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 06-6528014).

Questions about PLAN OF CONNECTICUT INC CHARITABLE TR

What is the EIN of PLAN OF CONNECTICUT INC CHARITABLE TR?
The employer identification number (EIN) of PLAN OF CONNECTICUT INC CHARITABLE TR is 06-6528014.
Is PLAN OF CONNECTICUT INC CHARITABLE TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
Are donations to PLAN OF CONNECTICUT INC CHARITABLE TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does PLAN OF CONNECTICUT INC CHARITABLE TR file?
Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
When is the next return of PLAN OF CONNECTICUT INC CHARITABLE TR 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 PLAN OF CONNECTICUT INC CHARITABLE TR last file with the IRS?
The latest return in the IRS public files is the 990-EZ for the year ended June 2025.
Who are the officers and directors of PLAN OF CONNECTICUT INC CHARITABLE TR?
The 990-EZ for the year ended June 30, 2025 lists 19 people; 0 received compensation from the organization.
How much revenue does PLAN OF CONNECTICUT INC CHARITABLE TR have?
On its 990-EZ for the year ended June 30, 2025 it reported revenue of $666, expenses of $369 and total assets of $60,297 at year end.

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