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Nonprofit · EIN 83-1183294

CORNELIA BESSIE MEMORIAL FOUNDATION

Tax-exempt · WEST HARTFORD, CT 06107

Financials

$26K$499K2023$328K$446K2024$350K$401K2025
Revenue Expenses · by fiscal year end
Financials of CORNELIA BESSIE MEMORIAL FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
May 31, 2026990-PF$350,093$400,657-$50,564$5,985,677$0$5,985,677
May 31, 2025990-PF$328,228$446,378-$118,150$6,062,245$0$6,062,245
May 31, 2024990-PF$26,064$499,002-$472,938$6,209,072$0$6,209,072
Financial details: 990-PF for the year ended May 31, 2026

Revenue

Dividends
$89,946
Interest
$117,952
Net gain from sales of assets
$142,195

Expenses

Grants and similar amounts paid
$286,800
Compensation of officers, directors and key employees
$59,300
Disbursements for charitable purposes
$286,800
Excise tax on investment income
$3,341

Balance sheet and other

Total assets, start of year
$6,062,245
Total assets, end of year
$5,985,677
Total liabilities, end of year
$0
Net assets, end of year
$5,985,677
Fair market value of assets
$6,317,145
Qualifying distributions
$286,800
Net investment income
$350,017

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 May 31, 2026, highest compensation first.

NameTitleHours / weekCompensation
THERESE DAVIDSON
CUMMINGS LOCKWOOD 75 ISHAM RD, WEST HARTFORD, CT 06107
TRUSTEE15$23,720
CHASE WILSON ROEPER
CUMMINGS LOCKWOOD 75 ISHAM RD, WEST HARTFORD, CT 06107
TRUSTEE15$23,720
NED MANUEL
CUMMINGS LOCKWOOD 75 ISHAM RD, WEST HARTFORD, CT 06107
TRUSTEE15$11,860
990-PF for the year ended May 31, 2025: 2 people
NameTitleHours / weekCompensation
THERESE DAVIDSON
CUMMINGS LOCKWOOD 75 ISHAM RD, WEST HARTFORD, CT 06107
TRUSTEE15$29,751
CHASE WILSON ROEPER
CUMMINGS LOCKWOOD 75 ISHAM RD, WEST HARTFORD, CT 06107
TRUSTEE15$29,751
990-PF for the year ended May 31, 2024: 2 people
NameTitleHours / weekCompensation
THERESE DAVIDSON
CUMMINGS LOCKWOOD 75 ISHAM RD, WEST HARTFORD, CT 06107
TRUSTEE15$0
CHASE WILSON ROEPER
CUMMINGS LOCKWOOD 75 ISHAM RD, WEST HARTFORD, CT 06107
TRUSTEE15$0

Address and contacts

Address (IRS master file)
75 ISHAM RD STE 400, WEST HARTFORD, CT 06107-2239
Signed the 990-PF
THERESE DAVIDSON, TRUSTEE
Phone
(860) 313-4900
Return prepared by
CUMMINGS & LOCKWOOD 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 May, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025May 31, 2026October 15, 2026990-PF on file
2024May 31, 2025October 15, 2025990-PF on file
2023May 31, 2024October 15, 2024990-PF on file

IRS record

EIN
83-1183294
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
2019
Accounting year ends
May
Files
Form 990-PF
Assets (IRS master file)
$5,985,677
Income (IRS master file)
$536,927

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFMay 2026$350,093$400,657$5,985,677XML
990-PFMay 2025$328,228$446,378$6,062,245XML
990-PFMay 2024$26,064$499,002$6,209,072XML
990-PFMay 2023–––IRS
990-PFMay 2022–––IRS
990-PFMay 2021–––IRS
990-PFMay 2020–––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 83-1183294).

Questions about CORNELIA BESSIE MEMORIAL FOUNDATION

What is the EIN of CORNELIA BESSIE MEMORIAL FOUNDATION?
The employer identification number (EIN) of CORNELIA BESSIE MEMORIAL FOUNDATION is 83-1183294.
Is CORNELIA BESSIE MEMORIAL FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
Are donations to CORNELIA BESSIE MEMORIAL FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does CORNELIA BESSIE MEMORIAL FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of CORNELIA BESSIE MEMORIAL FOUNDATION due?
The return for tax year 2026 (the year ending May 31, 2027) is due October 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did CORNELIA BESSIE MEMORIAL FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended May 2026.
Who are the officers and directors of CORNELIA BESSIE MEMORIAL FOUNDATION?
The 990-PF for the year ended May 31, 2026 lists 3 people; 3 received compensation from the organization, the highest $23,720 (THERESE DAVIDSON, TRUSTEE).
How much revenue does CORNELIA BESSIE MEMORIAL FOUNDATION have?
On its 990-PF for the year ended May 31, 2026 it reported revenue of $350,093, expenses of $400,657 and total assets of $5,985,677 at year end.

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