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← WEST HAVEN FOUNDATION FOR RETARDED

Form 990 for tax year 2024

Filed by WEST HAVEN FOUNDATION FOR RETARDED.

Totals

Total revenue
$2,319,324
Total expenses
$527,992
Contributions and grants received
$0
Grants paid
$404,157
Program service revenue
$0
Investment income
$2,319,324
Other revenue
$0
Total assets, end of year
$12,434,754
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$12,434,754
Program services expenses (Part IX)
$404,157
Management and general expenses
$123,835
Fundraising expenses
$0
Program service expenses (Part III)
$404,157

Program services were 76.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 3 · Investment income

    total $364,001 · related or exempt $364,001

  • 7a · Gross sales of assets other than inventory

    securities $1,955,323

  • 7c · Gain or loss

    securities $1,955,323

  • 7d · Net gain or loss

    total $1,955,323 · excluded $1,955,323

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $404,157 · program services $404,157

  • 11c · Fees: accounting

    total $9,600 · management and general $9,600

  • 11f · Fees: investment management

    total $108,666 · management and general $108,666

  • 13 · Office expenses

    total $5,569 · management and general $5,569

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $1,395 · end of year $1,395

  • 7 · Other notes and loans receivable

    beginning of year $388,793 · end of year $1,525,528

  • 11 · Investments: publicly traded securities

    beginning of year $9,902,669 · end of year $10,907,831

  • 12 · Investments: other securities

    beginning of year $1,254,479

  • 27 · Net assets without donor restrictions

    beginning of year $1,134,185 · end of year $1,137,380

  • 28 · Net assets with donor restrictions

    beginning of year $10,413,151 · end of year $11,297,374

Mission and programs · 2024

Mission

TO SUPPORT ORGANIZATIONS DEDICATED TO HELPING INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES LIVE FULL AND REWARDING LIVES BY PROVIDING A VARIETY OF RESIDENTIAL SERVICES IN AN ATMOSPHERE OF CARING COMMUNITY.

  • FINANCIAL SUPPORT OF WELCOME HOUSE INC., WESCO HOUSING CORPORATION, AND BUNTS ROAD HOUSING CORPORATION ENABLES THESE ORGANIZATIONS TO PROVIDE HOUSING, EDUCATIONAL ACTIVITIES, PROGRAMS,VOCATIONAL TRAINING AND HABILITATION SERVICES TO INTELLECTUALLY AND DEVELOPMENTALLY DISABLED INDIVIDUALS.

    Expenses $404,157 · Grants $404,157

As filed on the 2024 return.

Listed in Part VII

  • Anthony Thomas

    EXECUTIVE DI

    Total calculated
    $264,187
    From this org
    $0
    From related orgs
    $256,518
    Other
    $7,669
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $256,518 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    not reported + $7,669 related
    Filer's total
    not reported + $264,187 related

  • Carriann Pafford

    CFO

    Total calculated
    $194,519
    From this org
    $0
    From related orgs
    $164,043
    Other
    $30,476
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $164,043 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    not reported + $30,476 related
    Filer's total
    not reported + $194,519 related

  • Paul Fidler

    PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Darin Kershner

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Stacey Kuehner

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Nicolas Alexander

    VICE PRESIDE

    Total calculated
    $0
    Hours/week
    2

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2024
Filed
25 April 2025
IRS schema version
2024v5.0
Source object
202541559349301504

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