Horace Wells Trust Fund Inc

West Hartford, CT
Tax-exempt since July 1963
EIN: 06-6037032

Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Oct.
2022

Revenue

$15,004

Expenses

$25,500

Net Income

-$10,496

Net Assets

$186,842

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$4,618	30.8%
Interest Revenue	$0
Dividends	$10,490	69.9%
Sales of Assets	-$104
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$23,227	91.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$186,842
Total Liabilities	$0
Net Assets	$186,842

Compensation

Key Employees and Officers	Compensation	Other
Jennifer Lowney (President)	$0	$0
Bruce Nghiem Dds (Director)	$0	$0
Christine Niekrash Dds (Director)	$0	$0
James Naylor Dds (Director)	$0	$0

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990-PF

Filed on Sept. 15, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Oct.
2021

Revenue

$11,639

Expenses

$21,072

Net Income

-$9,433

Net Assets

$197,338

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,233	10.6%
Interest Revenue	$0
Dividends	$9,160	78.7%
Sales of Assets	$1,246	10.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$19,115	90.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$197,338
Total Liabilities	$0
Net Assets	$197,338

Compensation

Key Employees and Officers	Compensation	Other
Jennifer Lowney (President)	$0	$0
Christine Niekrash Dds (Director)	$0	$0
James Naylor Dds (Director)	$0	$0

990-PF

Filed on July 15, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Oct.
2020

Revenue

$7,201

Expenses

$19,158

Net Income

-$11,957

Net Assets

$206,770

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,436	19.9%
Interest Revenue	$0
Dividends	$8,570	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$17,813	93.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$206,771
Total Liabilities	$1
Net Assets	$206,770

Compensation

Key Employees and Officers	Compensation	Other
Jennifer Lowney (President)	$0	$0
Christine Niekrash Dds (Director)	$0	$0
James Naylor Dds (Director)	$0	$0

990-PF

Filed on Sept. 15, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Oct.
2019

Revenue

$10,139

Expenses

$21,681

Net Income

-$11,542

Net Assets

$218,727

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,199	11.8%
Interest Revenue	$0
Dividends	$8,357	82.4%
Sales of Assets	$583	5.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$19,576	90.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$218,728
Total Liabilities	$1
Net Assets	$218,727

Compensation

Key Employees and Officers	Compensation	Other
Jennifer Lowney (President)	$0	$0
Christine Niekrash Dds (Director)	$0	$0
James Naylor Dds (Director)	$0	$0

990-PF

Filed on Sept. 14, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Oct.
2018

Revenue

$19,299

Expenses

$3,298

Net Income

$16,001

Net Assets

$230,270

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,060	5.5%
Interest Revenue	$0
Dividends	$7,518	39.0%
Sales of Assets	$10,721	55.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,118	33.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$230,270
Total Liabilities	$0
Net Assets	$230,270

Compensation

Key Employees and Officers	Compensation	Other
Jennifer Lowney (President)	$0	$0
Christine Niekrash Dds (Director)	$0	$0
James Naylor Dds (Director)	$0	$0

990-PF

Filed on May 15, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Oct.
2017

Revenue

$14,141

Expenses

$22,062

Net Income

-$7,921

Net Assets

$214,269

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,277	9.0%
Interest Revenue	$0
Dividends	$12,206	86.3%
Sales of Assets	$658	4.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$19,656	89.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$214,269
Total Liabilities	$0
Net Assets	$214,269

Compensation

Key Employees and Officers	Compensation	Other
Jeremiah J Lowney Jr Dds (President)	$0	$0
Christine Niekrash Dds (Director)	$0	$0
James Naylor Dds (Director)	$0	$0

990-PF

Filed on March 1, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Oct.
2016

Revenue

$31,675

Expenses

$33,723

Net Income

-$2,048

Net Assets

$222,190

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,122	3.5%
Interest Revenue	$0
Dividends	$6,981	22.0%
Sales of Assets	$23,572	74.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$30,311	89.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$222,190
Total Liabilities	$0
Net Assets	$222,190

Compensation

Key Employees and Officers	Compensation	Other
Jeremian J Lowney Jr Dds (President)	$0	$0
Christine Niekrash Dds (Director)	$0	$0
James Naylor Dds (Director)	$0	$0

990-PF

Filed on March 12, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Oct.
2015

Revenue

$10,951

Expenses

$10,517

Net Income

$434

Net Assets

$224,238

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,125	10.3%
Interest Revenue	$0
Dividends	$8,068	73.7%
Sales of Assets	$1,758	16.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$6,989	66.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$224,238
Total Liabilities	$0
Net Assets	$224,238

Compensation

Key Employees and Officers	Compensation	Other
Jeremian J Lowney Jr Dds (President)	$0	$0
Christine Niekrash Dds (Director)	$0	$0
James Naylor Dds (Director)	$0	$0

990-PF

Filed on March 14, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Oct.
2014

Revenue

$23,363

Expenses

$23,786

Net Income

-$423

Net Assets

$223,804

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,954	8.4%
Interest Revenue	$0
Dividends	$6,951	29.8%
Sales of Assets	$14,458	61.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$20,370	85.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$223,804
Total Liabilities	$0
Net Assets	$223,804

Compensation

Key Employees and Officers	Compensation	Other
Jeremian J Lowney Jr Dds (President)	$0	$0
Christine Niekrash Dds (Director)	$0	$0
James Naylor Dds (Director)	$0	$0

990-PF

Filed on March 12, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Oct.
2013

Revenue

$6,346

Expenses

$20,300

Net Income

-$13,954

Net Assets

$224,226

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,146	33.8%
Interest Revenue	$0
Dividends	$7,769	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$16,920	83.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$224,227
Total Liabilities	$1
Net Assets	$224,226

990-PF

Filed on April 3, 2014

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Oct.
2012

Revenue

$31,519

Expenses

$13,309

Net Income

$18,210

Net Assets

$238,181

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,234	3.9%
Interest Revenue	$0
Dividends	$7,065	22.4%
Sales of Assets	$23,220	73.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$10,313	77.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$238,181
Total Liabilities	$0
Net Assets	$238,181

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Oct.
2011

Revenue

$8,141

Expenses

$7,766

Net Income

$375

Net Assets

$219,971

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,662	20.4%
Interest Revenue	$0
Dividends	$6,315	77.6%
Sales of Assets	$164	2.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$4,635	59.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$219,971
Total Liabilities	$0
Net Assets	$219,971

990-PF

Primary tax return for a private foundation's activities, finances, and governance

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

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Horace Wells Trust Fund Inc

Organization summary

Type of Nonprofit

Tax Filings by Year

Fiscal Year Ending Oct. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Oct. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Oct. 2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Oct. 2010

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Oct. 2009

No Extracted Financial Data

Document Links

Fiscal Year Ending Oct.
2022

Fiscal Year Ending Oct.
2021

Fiscal Year Ending Oct.
2020

Fiscal Year Ending Oct.
2019

Fiscal Year Ending Oct.
2018

Fiscal Year Ending Oct.
2017

Fiscal Year Ending Oct.
2016

Fiscal Year Ending Oct.
2015

Fiscal Year Ending Oct.
2014

Fiscal Year Ending Oct.
2013

Fiscal Year Ending Oct.
2012

Fiscal Year Ending Oct.
2011

Fiscal Year Ending Oct.
2010

Fiscal Year Ending Oct.
2009

Fiscal Year Ending Oct.
2008

Fiscal Year Ending Oct.
2007

Fiscal Year Ending Oct.
2006

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2005

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2004

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2003

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2002

Fiscal Year Ending Oct.
2001