TRUSTEES OF THE COLT BEQUEST INC C/O KATHY WOODS EXECUTIVE DIRECTOR

EIN: 066026009 501(c)(3) Religion

HARTFORD, CT

Total Revenue
$3,040,893
Total Expenses
$1,952,119
Total Assets
$84,445,318
Net Assets
$84,311,119
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1919
Legal Domicile
CT
Principal Officer
MR JAMES RUSSELL
Phone
8602464025
Tax Period
2024-10-01 to 2025-09-30

TRUSTEES OF THE COLT BEQUEST INC C/O KATHY WOODS EXECUTIVE DIRECTOR, founded in 1919, is a community nonprofit in the Religion sector that reported $3.0M in total revenue in fiscal year 2024. The organization ran a surplus of $1.1M, a strong 36% operating margin.

Mission

PRESERVATION, RESTORATION, MAINTENANCE, REPAIR AND IMPROVEMENT OF ARMSMEAR, THE CHURCH OF THE GOOD SHEPHERD, AND THE CALDWELL H. COLT MEMORIAL PARISH HOUSE.

Program Service Accomplishments

Program 1
Expenses: $425,770

PRESERVATION, RESTORATION, MAINTENANCE AND REPAIR OF THE CHURCH OF GOOD SHEPHERD, AND THE CALDWELL H. COLT MEMORIAL PARISH HOUSE.

Program 2
Expenses: $1,211,087

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $3,040,893
Other Revenue $0
TOTAL REVENUE $3,040,893

Expense Breakdown

Grants Paid $111,290
Salaries & Benefits $582,189
Fundraising Expenses $0
Program Expenses $1,636,857
Other Expenses $1,258,640
TOTAL EXPENSES $1,952,119

Year-over-Year Comparison

2024 2023 Change
Revenue $3,040,893 $3,104,019 0.0%
Expenses $1,952,119 $2,092,079 -0.1%
Net Income $1,088,774 $1,011,940 +0.1%
Key Indicators
✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Governance

Voting Members
13
Independent Members
13
Employees
11
Volunteers
13

Governance Policies

✓ Conflict of Interest Policy
✓ Whistleblower Policy
✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
4
$0
Total Directors
13
$243,821
Key Employees
0
$0
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MS CLAIRE BURNETT PRESIDENT/TRUSTEE 1.00
Officer Director
$0 $0 $0
MS LINDA RICKARD VICE PRESIDENT/TRUSTEE 1.00
Officer Director
$0 $0 $0
MS JUDITH KEPPELMAN SECRETARY/TRUSTEE 1.00
Officer Director
$0 $0 $0
MR JAMES RUSSELL TREASURER/TRUSTEE 1.00
Officer Director
$0 $0 $0
RT REV LAURA AHRENS TRUSTEE 1.00
Director
$197,102 $46,719 $243,821
MS GILLIAN HOWELL TRUSTEE 1.00
Director
$0 $0 $0
MR DAVID MCCARY TRUSTEE 1.00
Director
$0 $0 $0
MS CAITLIN J ARNOLD TRUSTEE 1.00
Director
$0 $0 $0
MS LORI DONADIO TRUSTEE 1.00
Director
$0 $0 $0
MR KENTON MCCOY TRUSTEE 1.00
Director
$0 $0 $0
MS JENNIFER MURPHY TRUSTEE 1.00
Director
$0 $0 $0
MR GREGORY MILLER TRUSTEE 1.00
Director
$0 $0 $0
MR JEFF VERNEY TRUSTEE 1.00
Director
$0 $0 $0
KATHY WOODS EXEC DIRECTOR 40.00
Highest
$113,997 $41,358 $155,355
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $3,040,893 $1,952,119 $84,445,318 $1,088,774
2024 $3,104,019 $2,092,079 $78,747,051 $1,011,940
2023 $2,295,177 $2,379,909 $66,419,243 $-84,732
2022 $6,606,843 $2,232,669 $60,664,870 $4,374,174
2021 $7,649,069 $1,893,024 $74,046,070 $5,756,045
2020 $3,961,491 $2,279,034 $63,853,393 $1,682,457
2019 $2,864,984 $2,099,149 $61,448,572 $765,835
2018 $3,353,532 $1,669,195 $59,330,925 $1,684,337
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