LIBERTY BANK FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- LIBERTY BANK FOUNDATION (EIN 06-1479957)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-07-19
- IRS object ID
- 202622009349100002
- Schema version
- 2025v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-07-19T19:05:22-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 333709623 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 SYLVAN WAY | AddressLine1Txt |
| City | PARSIPPANY | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 070543801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061479957 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LIBERTY BANK FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LIBE | BusinessNameControlTxt |
| Phone | 8606382961 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 LONG HILL ROAD | AddressLine1Txt |
| City | MIDDLETOWN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06457 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHY DOUCETTE | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 8606382961 | PhoneNum |
| Signature | 2026-07-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LORI ROTHE YOKOBOSKY | PreparerPersonNm |
| PTIN | P01273422 | PTIN |
| Phone | 9732283500 | PhoneNum |
| Preparation | 2026-07-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $46,788,869 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,038,117 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,049,344 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,049,344 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,409,298 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $45,249,909 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,409,298 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $7,496,759 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,458,642 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $185,978 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $185,978 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $187,509 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,054 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,076 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $376,541 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $185,978 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,076 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,790,080 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,340,080 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,166,621 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $185,978 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,343,156 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,330,138 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,272,664 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,045,340 | CashBOYAmt |
| Cash EOY | $906,743 | CashEOYAmt |
| Cash EOYFMV | $906,743 | CashEOYFMVAmt |
| Grants Receivable EOY | $1,000,000 | GrantsReceivableEOYAmt |
| Grants Receivable EOYFMV | $1,000,000 | GrantsReceivableEOYFMVAmt |
| Corporate Stock BOY | $28,942,818 | CorporateStockBOYAmt |
| Corporate Stock EOY | $37,690,130 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $37,690,130 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $13,094,209 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $7,191,996 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $7,191,996 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $43,082,367 | TotalAssetsBOYAmt |
| Total Assets EOY | $46,788,869 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $46,788,869 | TotalAssetsEOYFMVAmt |
| Grants Payable EOY | $450,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $12,133 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $199,642 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $12,133 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $649,642 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $43,070,234 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $46,139,227 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $43,070,234 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $46,139,227 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $43,082,367 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $46,788,869 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $43,070,234 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,330,138 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $47,400,372 | SubtotalAmt |
| Other Decreases | $1,261,145 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $46,139,227 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | RAYMOND INVESTMENT GAINS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $45,249,909 | GrossSalesPriceAmt |
| Cost Or Other Basis | $39,840,611 | CostOrOtherBasisAmt |
| Gain Or Loss | $5,409,298 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $5,409,298 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,409,298 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $87,190 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $87,190 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $87,190 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $36,867 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $73,913 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $110,780 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $2,012 | EsPenaltyAmt |
| Overpayment | $21,578 | OverpaymentAmt |
| Applied To ES Tax | $21,578 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.LIBERTY-BANK.COM | WebsiteAddressTxt |
| Individual With Books | LINA CURTIN | IndividualWithBooksNm |
| Phone | 8606382961 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 LONG HILL ROAD | AddressLine1Txt |
| City | MIDDLETOWN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06457 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DAVID GLIDDEN | ||||||||
| 245 LONG HILL ROAD | MIDDLETOWN | CT | 06457 | PRESIDENT AND CEO | 1.20 | $0 | $0 | $0 |
| DR ELSA NUNEZ | ||||||||
| 245 LONG HILL ROAD | MIDDLETOWN | CT | 06457 | DIRECTOR | 1.20 | $0 | $0 | $0 |
| KATHY DOUCETTE | ||||||||
| 245 LONG HILL ROAD | MIDDLETOWN | CT | 06457 | TREASURER | 1.20 | $0 | $0 | $0 |
| LIBERTY BANK | ||||||||
| 245 LONG HILL ROAD | MIDDLETOWN | CT | 06457 | SUBSTANTIAL CONTRIBUTOR | 0.00 | $0 | $0 | $0 |
| MARY FABER | ||||||||
| 245 LONG HILL ROAD | MIDDLETOWN | CT | 06457 | ASSISTANT SECRETARY | 1.20 | $0 | $0 | $0 |
| MINNIE SALEH | ||||||||
| 245 LONG HILL ROAD | MIDDLETOWN | CT | 06457 | DIRECTOR | 1.20 | $0 | $0 | $0 |
| ROBERT PARRY | ||||||||
| 245 LONG HILL ROAD | MIDDLETOWN | CT | 06457 | DIRECTOR | 1.20 | $0 | $0 | $0 |
| SUSAN MARTIN | ||||||||
| 245 LONG HILL ROAD | MIDDLETOWN | CT | 06457 | DIRECTOR | 1.20 | $0 | $0 | $0 |
| TIM RYAN | ||||||||
| 245 LONG HILL ROAD | MIDDLETOWN | CT | 06457 | CHAIRMAN | 1.20 | $0 | $0 | $0 |
| TORAL MAHER | ||||||||
| 245 LONG HILL ROAD | MIDDLETOWN | CT | 06457 | EXECUTIVE DIRECTOR/ SECRETARY | 40.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAYMOND JAMES FINANCIAL SERVICES | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 LONG HILL ROAD | AddressLine1Txt |
| City | MIDDLETOWN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06457 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT | ServiceTypeTxt |
| Compensation | $185,978 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $43,935,709 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $979,492 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $44,915,201 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $44,915,201 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $673,728 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $44,241,473 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,212,074 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,212,074 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $87,190 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $87,190 | TotalTaxAmt |
| Distributable Before Adj | $2,124,884 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,124,884 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,124,884 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,343,156 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,343,156 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,124,884 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $256,576 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $145,379 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $401,955 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,343,156 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,124,884 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $218,272 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $620,227 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $256,576 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $363,651 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $145,379 | ExcessFromYear3Amt |
| Excess From Current Year | $218,272 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LIBERTY BANK | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE LIBERTY BANK FOUNDATION INC | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 LONG HILL ROAD | AddressLine1Txt |
| City | MIDDLETOWN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06457 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8603447222 | RecipientPhoneNum |
| Form And Info And Materials | HTTPS://WWW.LIBERTY-BANK.COM/YOUR-COMMUNITY/LIBERY-BANK-FOUNDATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (144 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| 2-4-1 CARE | |||||||
| 1429 PARK STREET SUITE 114 | HARTFORD | CT | 06106 | PC | TO SUPPORT THE 2-4-1 SPORTS AT GRACE ACADEMY IN HARTFORD | $15,000 | |
| AHM YOUTH AND FAMILY SERVICES | |||||||
| 25 PENDLETON DRIVE | HEBRON | CT | 06248 | PC | TO SUPPORT THE AHM CHORES PROGRAM | $5,000 | |
| AMERICAN FRIENDS OF JAMAICA INC | |||||||
| 1697 BROADWAY SUITE 501 | NEW YORK | NY | 10019 | PC | TO SUPPORT RELIEF IN JAMAICA AFTER HURRICANE MELISSA | $25,000 | |
| AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS FOUNDATION (AICPA) | |||||||
| 220 LEIGH FARM RD | DURHAM | NC | 27707 | PC | TO SUPPORT THE AICPA LEGACY PROGRAM | $25,000 | |
| AMITY TEEN CENTER INC | |||||||
| PO BOX 3671 | WOODBRIDGE | CT | 06525 | PC | TO SUPPORT THE LIFE SKILLS EDUCATION PROJECT | $5,000 | |
| ARTS FOR LEARNING CT | |||||||
| 1 EVERGREEN AVE SUITE 33 | HAMDEN | CT | 06518 | PC | TO SUPPORT HIGHER ORDER THINKING (HOT) SCHOOLS IN HAMDEN, WATERBURY, HARTFORD, AND NEW LONDON | $15,000 | |
| BEDROCK CREDIT AMERICA | |||||||
| 3 WICKHAMS FANCY | COLLINSVILLE | CT | 06019 | PC | TO SUPPORT THE COMMUNITY CREDIT PRESENTATIONS | $12,000 | |
| BOUNDLESS LITERACY | |||||||
| 21 MIDDLE ROAD | HAMDEN | CT | 06514 | PC | TO SUPPORT TURNAROUND SCHOOL FUNDING 2025-2026 | $10,000 | |
| BOYS & GIRLS CLUB OF CHICOPEE INC | |||||||
| 580 MEADOW STREET | CHICOPEE | MA | 01013 | PC | TO SUPPORT HAVEN, THE NEW TEEN CENTER | $10,000 | |
| BOYS & GIRLS CLUB OF GREATER WATERBURY | |||||||
| 1037 EAST MAIN STREET | WATERBURY | CT | 06705 | PC | TO SUPPORT ACADEMIC PROGRAMMING AND STEM INITIATIVES | $25,000 | |
| BOYS & GIRLS CLUB OF NEW BRITAIN INC | |||||||
| 150 WASHINGTON STREET | NEW BRITAIN | CT | 06051 | PC | TO SUPPORT POWER HOUR/HOMEWORK CLUB | $5,000 | |
| BOYS & GIRLS CLUB OF NEW HAVEN | |||||||
| 253 COLUMBUS AVENUE | NEW HAVEN | CT | 06519 | PC | TO SUPPORT THE BOYS & GIRLS CLUBS OF GREATER NEW HAVEN (BGCGNH)COLUMBUS AVE CLUBHOUSE EDUCATIONAL ENRICHMENT PROGRAMMING | $10,000 | |
| BOYS & GIRLS CLUB OF WEST SPRINGFIELD | |||||||
| 615 MAIN ST | WEST SPRINGFIELD | MA | 01089 | PC | TO SUPPORT OUT OF SCHOOL TIME LEARNING | $10,000 | |
| BOYS & GIRLS CLUBS OF HARTFORD INC | |||||||
| 170 SIGOURNEY STREET | HARTFORD | CT | 06105 | PC | TO SUPPORT BGCH SUMMER TEEN PROGRAM AND SCHOOL YEAR PROGRAMMING | $40,000 | |
| CAPITAL FOR CHANGE | |||||||
| 10 ALEXANDER DR | WALLINGFORD | CT | 06492 | PC | TO SUPPORT AFFORDABLE HOUSING DEVELOPMENT | $25,000 | |
| CAPITOL SQUASH INC | |||||||
| 300 SUMMIT STREET BOX 702611 | HARTFORD | CT | 06106 | PC | TO PURCHASE NEW CHROME BOOKS FOR UNDERSERVED HARTFORD YOUTH | $7,500 | |
| CENTER FOR FINANCIAL TRAINING INTERNATIONAL | |||||||
| 245 NE 4TH STREET BLDG 3 7TH FLOOR | MIAMI | FL | 33132 | PC | TO SUPPORT THE FUTURE BANKERS & FINANCIAL PROFESSIONALS CAMP | $10,000 | |
| CHAMBER OF COMMERCE OF EASTERN CONNECTICUT INC | |||||||
| 92 EUGENE ONEILL DRIVE | NEW LONDON | CT | 06320 | PC | TO SUPPORT THE REGIONAL INNOVATION CENTER - ENTREPRENEUR ACADEMY | $10,000 | |
| CHICKS AHOY FARM INC | |||||||
| 78 KENWOOD CIRCLE | BLOOMFIELD | CT | 06002 | PC | TO SUPPORT THE AGRIBUSINESS DEVELOPMENT PROGRAM | $5,000 | |
| CHRYSALIS CENTER INC | |||||||
| 255 HOMESTEAD AVENUE | HARTFORD | CT | 06112 | PC | TO SUPPORT LA COCINA, A CULINARY ARTS TRAINING PROGRAM | $10,000 | |
| CLICK INC | |||||||
| 893 MAIN STREET | WILLIMANTIC | CT | 06519 | PC | TO SUPPORT THE WINDHAM YOUTH CORE/TO SUPPORT THE GIVE THEM CREDIT PROGRAM | $15,580 | |
| COLUMBUS HOUSE INC | |||||||
| 586 ELLA T GRASSO BLVD | NEW HAVEN | CT | 06457 | PC | TO SUPPORT THE SUPPORTIVE HOUSING PROGRAM AT THE PETERSON PROPERTIES | $10,000 | |
| COMMUNITY FOUNDATION OF MIDDLESEX COUNTY | |||||||
| 49 MAIN STREET | MIDDLETOWN | CT | 06511 | PC | TO SUPPORT THE 2025 LIBERTY BANK ROTARY CLUB THANKSGIVING DRIVE | $145,000 | |
| CONNECTICUT CENTER FOR ARTS AND TECHNOLOGY (CONNCAT) | |||||||
| 4 SCIENCE PARK | NEW HAVEN | CT | 06106 | PC | TO SUPPORT THE WORKFORCE DEVELOPMENT TRAINING AT CONNCAT | $20,000 | |
| CONNECTICUT FOODSHARE | |||||||
| 2 RESEARCH PARKWAY | WALLINGFORD | CT | 06511 | PC | TO SUPPORT THE EQUITABLE HUNGER SOLUTIONS PROGRAM | $10,000 | |
| CONNECTICUT SCIENCE CENTER | |||||||
| 250 COLUMBUS BLVD | HARTFORD | CT | 06103 | PC | TO SUPPORT SCHOOL YEAR TEEN PROGRAMS | $25,000 | |
| COVENANT PREPARATORY SCHOOL | |||||||
| 50 STATE HOUSE SQUARE | HARTFORD | CT | 06770 | PC | TO OFFSET EXPENSES ASSOCIATED WITH RECENT MOVE TO NEW LOCATION IN DOWNTOWN HARTFORD /TO SUPPORT PROGRAMMING AT COVENANT PREP | $60,000 | |
| COVENANT SOUP KITCHEN | |||||||
| 220 VALLEY STREET | WINDHAM | CT | 06226 | PC | TO SUPPORT THE COVENANT SOUP KITCHEN MEALS PROGRAMS | $5,000 | |
| CT PARTNERSHIP FOR CHILDREN INC | |||||||
| 98 OLIVE STREET | NAUGATUCK | CT | 06112 | PC | TO SUPPORT PARENT AND CHILD LEADERSHIP TRAINING | $13,000 | |
| EASTERN CONNECTICUT STATE UNIVERSITY FOUNDATION | |||||||
| 83 WINDHAM STREET | WILLIMANTIC | CT | 06515 | PC | TO ESTABLISH THE CENTER FOR BUSINESS INCUBATION AND INNOVATION | $25,000 | |
| EBONY HORSEWOMEN INC | |||||||
| 337 VINE STREET | HARTFORD | CT | 06513 | PC | TO SUPPORT THE EQUINE ASSISTED THERAPY - JUNIOR MOUNTED PATROL UNIT (JMP) | $10,000 | |
| ELM CITY INTERNATIONALS EDUCATIONAL SUCCESS THROUGH SOCCER (ECI) | |||||||
| 360 FOUNTAIN STREET UNIT 40 | NEW HAVEN | CT | 02472 | PC | TO SUPPORT ELM CITY INTERNATIONALS: EDUCATIONAL SUCCESS THROUGH SOCCER | $10,000 | |
| FAIR HAVEN COMMUNITY HEALTH CLINIC INC | |||||||
| 374 GRAND AVENUE | NEW HAVEN | CT | 01109 | PC | TO SUPPORT THE "MONEY MATTERS" - A MEDICAL / FINANCIAL PARTNERSHIP | $10,000 | |
| FAMILIES FIRST | |||||||
| 50 HUNT ST SUITE 320 | WATERTOWN | MA | 06051 | PC | TO SUPPORT THE POWER OF PARENTING AND RIPPLE PROGRAMS - HAMPDEN COUNTY | $10,000 | |
| FOLLOW MY STEPS | |||||||
| 33 HASKIN STREET | SPRINGFIELD | MA | 06001 | PC | TO SUPPORT THE THRIVE OVER SURVIVE PROGRAM | $10,000 | |
| FRIENDSHIP SERVICE CENTER INC | |||||||
| 85 ARCH STREET | NEW BRITAIN | CT | 01040 | PC | TO SUPPORT THE TOMASSO COMMUNITY KITCHEN | $5,000 | |
| GIFTS OF LOVE CT | |||||||
| 34 EAST MAIN STREET | AVON | CT | 06830 | PC | TO SUPPORT THE GIFTS OF LOVE STUDENT WEEKEND BACKPACK PROGRAM | $5,000 | |
| GIRLS INC OF THE VALLEY | |||||||
| PO BOX 6812 480 HAMPDEN STREET | HOLYOKE | MA | 06108 | PC | TO SUPPORT EUREKA!: STEM & COLLEGE ACCESS PROGRAM FOR GIRLS | $10,000 | |
| GIRLS WITH IMPACT | |||||||
| 15 E PUTNAM AVENUE | GREENWICH | CT | 01107 | PC | TO SUPPORT THE GIRLS WITH IMPACT: IGNITING FUTURES PROGRAM | $10,000 | |
| GOODWIN UNIVERSITY | |||||||
| ONE RIVERSIDE DRIVE | EAST HARTFORD | CT | 06052 | PC | TO SUPPORT THE WELDING TECHNOLOGY CERTIFICATE PROGRAM | $10,000 | |
| GREATER NEW BRITAIN TEEN PREGNANCY PREVENTION INC | |||||||
| 43 VIETS STREET | NEW BRITAIN | CT | 06320 | PC | TO SUPPORT ENHANCING EDUCATIONAL OPPORTUNITIES IN AFTER-SCHOOL | $5,000 | |
| GREEN AND BLUE FOUNDATION INC | |||||||
| 1010 DAY HILL RD | WINDSOR | CT | 06320 | PC | TO SUPPORT COMMUNITY PROGRAMMING IN HARTFORD | $50,000 | |
| HOPE INC | |||||||
| 187 WILLIAMS ST | NEW LONDON | CT | 06106 | PC | TO SUPPORT THE 20-22 CENTER STREET BUILD | $10,000 | |
| HABITAT FOR HUMANITY OF EASTERN CONNECTICUT | |||||||
| 377 BROAD STREET | NEW LONDON | CT | 01013 | PC | TO SUPPORT LAKE OF ISLES PHASE II | $20,000 | |
| HANDS ON HARTFORD INC | |||||||
| 55 BARTHOLOMEW AVENUE | HARTFORD | CT | 06032 | PC | TO SUPPORT FOOD INSECURITY-ALL 3 MANNA FOOD PROGRAMS | $5,000 | |
| HARMONY HOUSE OF WESTERN MA | |||||||
| 66 VIEW STREET | CHICOPEE | MA | 06106 | PC | TO SUPPORT THE NUTRITIONAL FOOD SUPPLEMENT PROGRAM | $5,000 | |
| HARTFORD CAMP COURANT | |||||||
| 96 BATTERSON PARK ROAD | FARMINGTON | CT | 06105 | PC | TO SUPPORT CAMP COURANT 2025 | $10,000 | |
| HARTFORD FOUNDATION FOR PUBLIC GIVING | |||||||
| 10 COLUMBUS BLVD | HARTFORD | CT | 06120 | PC | TO SUPPORT THE CENTENNIAL SCHOLARSHIP PROGRAM | $50,000 | |
| HARTFORD INTERVAL HOUSE INC | |||||||
| PO BOX 340207 | HARTFORD | CT | 06103 | PC | TO SUPPORT MAKE OUR HOUSE A HOME | $10,000 | |
| HARTFORD LAND BANK | |||||||
| 1049 ASYLUM AVENUE | HARTFORD | CT | 06106 | PC | TO SUPPORT THE GAP HOMEOWNERSHIP INVESTMENT PROGRAM | $25,000 | |
| HARTFORD PAL | |||||||
| 50 WILLIAMS ST | HARTFORD | CT | 06320 | PC | TO SUPPORT YOUTH PROGRAMMING | $5,000 | |
| HARTFORD PERFORMS | |||||||
| 1049 ASYLUM AVENUE | HARTFORD | CT | 01040 | PC | TO SUPPORT ARTS-BASED EDUCATION PROGRAMS FOR PREK-GRADE 8 STUDENTS IN THE HARTFORD PUBLIC SCHOOLS | $10,000 | |
| HARTFORD YARD GOATS CHARITABLE FOUNDATION | |||||||
| 1214 MAIN STREET | HARTFORD | CT | 06103 | PC | TO SUPPORT THE HARTFORD YARD GOATS YOUNG AMBASSADOR PROGRAM (HYGYAP) | $25,000 | |
| HEDCO INC | |||||||
| 207 MAIN STREET 4TH FLOOR | HARTFORD | CT | 06266 | PC | TO PROVIDE SUPPORT FOR CONNECTICUT SMALL BUSINESSES & ENTREPRENEURS | $10,000 | |
| HIGHER EDGE | |||||||
| 35 REDDEN AVENUE | NEW LONDON | CT | 06070 | PC | TO SUPPORT THE COLLEGE ACCESS & SUCCESS: A PATH OF PERSISTENCE | $10,000 | |
| HOLYOKE YOUNG MEN'S CHRISTIAN ASSOCIATION | |||||||
| 171 PINE STREET | HOLYOKE | MA | 06070 | PC | TO SUPPORT THE HEALTHY FOOD & NUTRITION PROGRAM | $15,000 | |
| HOPE PARTNERSHIP (HOUSING OPPORTUNITIES FOR PEOPLE EVERYWHERE) INC | |||||||
| 99 DURHAM ROAD 2ND FLOOR | MADISON | CT | 06518 | PC | TO SUPPORT HOPE PARTNERSHIP AND THE CREATION OF MORE AFFORDABLE HOUSING | $15,000 | |
| HORIZONS | |||||||
| 127 BABCOCK HILL ROAD | SOUTH WINDHAM | CT | 06604 | PC | TO SUPPORT VIRTUAL LEARNING AND ENGAGEMENT OPPORTUNITIES FOR STUDENTS WITH DISABILITIES | $5,000 | |
| HORIZONS AT THE ETHEL WALKER SCHOOL | |||||||
| 230 BUSHY HILL RD | SIMSBURY | CT | 06105 | PC | TO SUPPORT THE HORIZONS HOLISTIC SUMMER ENRICHMENT PROGRAM | $10,000 | |
| HORIZONS AT WESTMINSTER | |||||||
| 995 HOPMEADOW STREET | SIMSBURY | CT | 06105 | PC | TO SUPPORT HORIZONS AT WESTMINSTER SCHOOL | $10,000 | |
| HOUSE OF HEROES CONNECTICUT | |||||||
| 3342 WHITNEY AVENUE | HAMDEN | CT | 01103 | PC | TO SUPPORT VETERAN HOME REPAIR PROJECTS | $25,000 | |
| JUMOKE ACADEMY CHARTER SCHOOL INC | |||||||
| 999 ASYLUM AVE SUITE 200 | HARTFORD | CT | 06426 | PC | TO SUPPORT THE SUMMER STEM ACADEMY | $10,000 | |
| JUNIOR ACHIEVEMENT OF SOUTHWEST NEW ENGLAND INC | |||||||
| 70 FARMINGTON AVENUE | HARTFORD | CT | 06103 | PC | TO SUPPORT JASWNE BIZTOWN/FINANCE PARK CAPSTONE | $50,000 | |
| JUNIOR ACHIEVEMENT OF WESTERN MASSACHUSETTS INC | |||||||
| 1500 MAIN ST SUITE 217 PO BOX 15167 | SPRINGFIELD | MA | 06457 | PC | TO SUPPORT STEPS TO SUCCESS | $10,000 | |
| KNOX INC | |||||||
| 75 LAUREL STREET | HARTFORD | CT | 06106 | PC | TO SUPPORT GREEN JOBS APPRENTICESHIPS | $7,500 | |
| LATINAS & POWER INC | |||||||
| 12 MAIN ST SUITE 906 | ESSEX | CT | 06106 | PC | TO SUPPORT THE LATINAS IN LEADERSHIP INSTITUTE | $10,000 | |
| LEADERSHIP GREATER HARTFORD | |||||||
| 1049 ASYLUM AVENUE | HARTFORD | CT | 06360 | PC | TO SUPPORT QUEST 2025 | $15,000 | |
| LEWIS EDUCATIONAL AGRICULTURAL FARM | |||||||
| 65 BLUEBERRY LANE | SOUTHINGTON | CT | 06611 | PC | TO SUPPORT THE EDUCATION THROUGH AGRICULTURAL EXPERIENCES PROGRAM | $12,000 | |
| LIBERTY BANK DONALD B WILBUR SCHOLARSHIP | |||||||
| LIBERTY BANK FOUNDATION 245 LONG | MIDDLETOWN | CT | 01089 | PC | TO PROVIDE A SCHOLARSHIP TO A STUDENT WITH FINANCIAL NEED MAJORING IN ENGINEERING OR A TECHNOLOGY-RELATED FIELD | $1,000 | HILL ROAD |
| LIBERTY BANK VOLUNTEER HALL OF FAME AWARD | |||||||
| LIBERTY BANK FOUNDATION 245 LONG | MIDDLETOWN | CT | 01109 | PC | DONATION DIRECTED BY 2024 LIBERTY BANK VOLUNTEER HALL OF FAME INDUCTEE, RACHAEL VAN NESS TO THE ROMAN CATHOLIC PARISH OF MIDDLEBURY & SOUTHBURY | $5,000 | HILL ROAD |
| LITERACY VOLUNTEERS OF GREATER HARTFORD | |||||||
| 30 ARBOR STREET 101 S | HARTFORD | CT | 06451 | PC | TO SUPPORT THE CAREER PATHWAYS PROGRAM | $8,000 | |
| LOCAL INITIATIVES SUPPORT CORPORATION | |||||||
| 75 CHARTER OAK AVENUE SUITE 2-300 | HARTFORD | CT | 06457 | PC | TO SUPPORT BUILDING CAPACITY FOR TRANSFORMATIVE COMMUNITY DEVELOPMENT | $25,000 | |
| MADONNA PLACE INC | |||||||
| 240 MAIN STREET | NORWICH | CT | 06457 | PC | TO SUPPORT THE MADONNA PLACE FAMILY SUPPORT CENTER | $5,000 | |
| MAKE-A-WISH FOUNDATION OF CONNECTICUT INC | |||||||
| 56 COMMERCE DRIVE | TRUMBULL | CT | 06457 | PC | TO SUPPORT GRANTING WISHES IN CONNECTICUT IN CELEBRATION OF LIBERTY BANK'S 200TH ANNIVERSARY | $200,000 | |
| MAKE-A-WISH FOUNDATION OF MASSACHUSETTS AND RHODE ISLAND | |||||||
| 181PARKAVE | WEST SPRINGFIELD | MA | 06042 | PC | TO SUPPORT GRANTING WISHES IN WESTERN MASSACHUSETTS IN CELEBRATION OF LIBERTY BANK'S 200TH ANNIVERSARY | $50,000 | |
| MARTIN LUTHER KING JR FAMILY SERVICES | |||||||
| 106 WILBRAHAM ROAD | SPRINGFIELD | MA | 06513 | PC | TO SUPPORT THE HBCU COLLEGE TOUR & EXPERIENCE PROGRAM | $10,000 | |
| MERIDEN NEW BRITAIN BERLIN YMCA | |||||||
| 110 WEST MAIN STREET | MERIDEN | CT | 06511 | PC | TO SUPPORT THE 2025 SUMMER YOUTH EMPLOYMENT PROGRAM | $10,000 | |
| MIDDLESEX UNITED WAY | |||||||
| 100 RIVERVIEW CENTER | MIDDLETOWN | CT | 06702 | PC | 2024-2025 CORPORATE GIFT | $57,000 | |
| MIDDLESEX YMCA | |||||||
| 99 UNION STREET MIDDLETOWN CT 06457 | MIDDLETOWN | CT | 06106 | PC | TO SUPPORT THE NORTHERN MIDDLESEX Y SOUTH END RENOVATION AND EXPANSION | $200,000 | |
| MIDDLETOWN PUBLIC SCHOOLS | |||||||
| 311 HUNTING HILL AVENUE | MIDDLETOWN | CT | 06457 | PC | TO SUPPORT THE FAMILY ENGAGEMENT LIAISON PROGRAM | $10,000 | |
| MIDWEST FOOD BANK NEW ENGLAND | |||||||
| 440 ADAMS ST | MANCHESTER | CT | 06105 | PC | TO SUPPORT THE MIDWEST FOOD BANK NEW ENGLAND | $5,000 | |
| MUSIC HAVEN | |||||||
| 315 PECK STREET 2ND FLOOR BOX A10 | NEW HAVEN | CT | 06057 | PC | TO SUPPORT THE ACADEMIC SUCCESS AND COLLEGE AND CAREER PATHWAYS | $10,000 | |
| NAUGATUCK VALLEY SOUP KITCHEN | |||||||
| PO BOX 1866 | NAUGATUCK | CT | 06106 | PC | TO SUPPORT THE FREE MEAL DELIVERY PROGRAM | $5,000 | |
| NEIGHBORHOOD HOUSING SERVICES OF NEW HAVEN | |||||||
| 333 SHERMAN AVENUE | NEW HAVEN | CT | 10605 | PC | TO SUPPORT THE NEIGHBORHOOD REVITALIZATION INITIATIVE | $25,000 | |
| NEIGHBORHOOD HOUSING SERVICES OF WATERBURY | |||||||
| 193 GRAND ST 3RD FLOOR | WATERBURY | CT | 06226 | PC | TO SUPPORT THE HOMEOWNERSHIP EDUCATION AND LOSS PREVENTION PROGRAM (HELPP) | $7,500 | |
| NEW REACH | |||||||
| PO BOX 8608 PHYSICAL 269 PECK | NEW HAVEN | CT | 06001 | PC | TO SUPPORT NEW REACH: PROVIDING STABLE HOUSING IN RESPONSE TO THE CONNECTICUT CRISIS OF HOMELESSNESS | $15,000 | STREET NEW HAVEN CT 06513 |
| NUTMEG BIG BROTHERSSISTERS | |||||||
| 34 SEQUASSEN STREET SUITE 202 | HARTFORD | CT | 01104 | PC | TO SUPPORT THE COMMUNITY-BASED MENTORING IN CONNECTICUT | $10,000 | |
| ODDFELLOWS PLAYHOUSE | |||||||
| 128 WASHINGTON STREET | MIDDLETOWN | CT | 06519 | PC | TO SUPPORT THE ODDBRIDGE AFTERSCHOOL PROGRAM | $10,000 | |
| OUR PIECE OF THE PIE INC | |||||||
| 20-28 SARGEANT STREET | HARTFORD | CT | 06365 | PC | TO SUPPORT OPPORTUNITIES UNLOCKED: GUIDING YOUTH TOWARDS SUCCESS IN EDUCATION AND EMPLOYMENT | $15,000 | |
| OUTSIDE PERSPECTIVES INC | |||||||
| PO BOX 576 545 MAIN STREET | NEW HARTFORD | CT | 06320 | PC | TO SUPPORT THE YOUTH EXCELLENCE PROJECT | $10,000 | |
| PARTNERSHIP FOR STRONG COMMUNITIES | |||||||
| 227 LAWRENCE STREET | HARTFORD | CT | 06320 | PC | TO SUPPORT INCREASING HOUSING AFFORDABILITY, CREATION, CHOICE, AND STABILITY IN CONNECTICUT | $25,000 | |
| PRO BONO PARTNERSHIP INC | |||||||
| 237 MAMARONECK AVENUE SUITE 305 | WHITE PLAINS | NY | 06105 | PC | TO SUPPORT LEGAL SERVICES FOR CONNECTICUT NONPROFITS | $5,000 | |
| PROJECT IMO INC | |||||||
| 924 RIVERSIDE DRIVE | WILLIMANTIC | CT | 06510 | PC | TO SUPPORT ITS IDEA FORGE CREATORS SPACE- YOUTH PROMISE STEAM FUTURES WORKSHOP SERIES | $5,000 | |
| READ TO A CHILD INC | |||||||
| 35 EAST MAIN STREET 318 | AVON | CT | 06515 | PC | TO SUPPORT THE READ ALOUD MENTORING PROGRAM: LITERACY MENTORING FOR K-4 HARTFORD STUDENTS | $10,000 | |
| REVITALIZE COMMUNITY DEVELOPMENT CORPORATION | |||||||
| 240 CADWELL DRIVE | SPRINGFIELD | MA | 38125 | PC | TO SUPPORT GREENNFIT NEIGHBORHOOD REBUILD | $10,000 | |
| RONALD MCDONALD HOUSE CHARITIES OF CONNECTICUT AND WESTERN MASSACHUSETTS | |||||||
| 860 HOWARD AVENUE | NEW HAVEN | CT | 06475 | PC | TO SUPPORT THE RMHC CTMA COMMUNITY PANTRIES | $10,000 | |
| ROSE CITY LEARNING CENTER | |||||||
| 162 RIVER ROAD | PRESTON | CT | 01702 | PC | TO SUPPORT SUMMER SESSION EVENING CAREER ALIGNED ENGLISH PROFICIENCY PROGRAMMING FOR NORWICH AREA ADULTS | $7,500 | |
| STEPS INC | |||||||
| 300 STATE STREET 403 | NEW LONDON | CT | 01062 | PC | TO SUPPORT S.T.E.P.S. PROGRAMMING | $5,000 | |
| SAFE FUTURES INC | |||||||
| 16 JAY STREET | NEW LONDON | CT | 06511 | PC | TO SUPPORT THE PHOENIX HOUSE TRANSITIONAL HOUSING PROGRAM | $5,000 | |
| SAINT FRANCIS HOSPITAL AND MEDICAL CENTER | |||||||
| 114 WOODLAND STREET | HARTFORD | CT | 06457 | PC | TO SUPPORT IT STARTS HERE | $5,000 | |
| SAVE THE SOUND INC | |||||||
| 127 CHURCH STREET 2ND FLOOR | NEW HAVEN | CT | 01845 | PC | TO SUPPORT THE WATER SCIENCE LEARNING LAB | $5,000 | |
| SCSU FOUNDATION INC | |||||||
| 501 CRESCENT STREET | NEW HAVEN | CT | 06413 | PC | TO SUPPORT THE IMPACT GREATER NEW HAVEN NONPROFIT INTERNSHIP PROGRAM | $10,000 | |
| SENIOR HOUSING CRIME PREVENTION FOUNDATION | |||||||
| 8700 TRAIL LAKE DRIVE W SUITE 140 | MEMPHIS | TN | 06450 | PC | TO SUPPORT THE SENIOR SECURE PROGRAM | $7,000 | |
| SOCIAL ENTERPRISE TRUST (RESET) | |||||||
| 1429 PARK STREET SUITE 114 | HARTFORD | CT | 06360 | PC | TO SUPPORT GROWING ENTREPRENEURSHIP IN HARTFORD | $10,000 | |
| SOUTH MIDDLESEX OPPORTUNITY COUNCIL | |||||||
| 7 BISHOP STREET | FRAMINGHAM | MA | 02111 | PC | TO SUPPORT THE OPCS EMERGENCY FOOD PANTRY | $5,000 | |
| SQUARE ONE | |||||||
| SQUARE ONE | SPRINGFIELD | MA | 06513 | PC | TO SUPPORT THE SQUARE ONE WORKFORCE DEVELOPMENT PROGRAM | $10,000 | |
| SQUASH HAVEN INC | |||||||
| 254 ELM STREET | NEW HAVEN | CT | 06702 | PC | TO SUPPORT THE SQUASH HAVEN PROGRAM 2024-25 | $7,500 | |
| ST VINCENT DE PAUL MIDDLETOWN | |||||||
| 617 MAIN STREET | MIDDLETOWN | CT | 06770 | PC | TO SUPPORT THE HEALTHY MEALS PROGRAM | $31,000 | |
| STUDENT FINANCIAL EDUCATION INITIATIVE | |||||||
| 107 OLD FARM RD | NORTH ANDOVER | MA | 06335 | PC | TO SUPPORT THE CREDIT FOR LIFE PLATFORM FOR AREA HIGH SCHOOLS | $5,000 | |
| STUDY HALL INC | |||||||
| 153 GLENWOOD ROAD | CLINTON | CT | 06489 | PC | TO SUPPORT THE ACADEMIC ASSISTANCE PROGRAM | $5,000 | |
| SUMMER CAMPERSHIP FOR MERIDEN AND WALLINGFORD INC | |||||||
| 35 PLEASANT STREET SUITE 1E | MERIDEN | CT | 06010 | PC | TO SUPPORT THE SUMMER CAMPERSHIP FUND | $5,000 | |
| SUN SCHOLARS | |||||||
| 39 RUSS STREET | HARTFORD | CT | 06484 | PC | TO SUPPORT THE ROBERT & ANTHONY DUDCHIK MEMORIAL FUND | $25,000 | |
| THE ARC OF NEW LONDON COUNTY | |||||||
| 125 SACHEM ST | NORWICH | CT | 06360 | PC | TO SUPPORT COOKIE DEPOSITOR FOR THE ARC EASTERN CONNECTICUT'S COOKIE FACTORY | $5,000 | |
| THE BRIDGE FAMILY CENTER INC | |||||||
| 1022 FARMINGTON AVENUE | WEST HARTFORD | CT | 06107 | PC | TO SUPPORT THE WEST HARTFORD PARENT LEADERSHIP TRAINING INSTITUTE | $5,000 | |
| THE CARE CENTER | |||||||
| 247 CABOT STREET | HOLYOKE | MA | 01040 | PC | TO SUPPORT THE TO AND THROUGH COLLEGE PROGRAM | $25,000 | |
| THE CONNECTICUT DEMOCRACY CENTER INC | |||||||
| 21 OAK ST SUITE 309 | HARTFORD | CT | 06492 | PC | TO SUPPORT AMPLIFYING STUDENT VOICE THROUGH CONNECTICUT HISTORY DAY | $10,000 | |
| THE CONNECTICUT RISE NETWORK | |||||||
| 700 STATE ST SUITE 301 | NEW HAVEN | CT | 06103 | PC | TO SUPPORT THE ENSURING ON-TRACK AND POSTSECONDARY SUCCESS FOR ALL HIGH SCHOOL STUDENTS INITIATIVE | $10,000 | |
| THE GRAY HOUSE | |||||||
| 22 SHELDON STREET | SPRINGFIELD | MA | 06095 | PC | TO SUPPORT THE KIDS' CLUB | $5,000 | |
| THE HOUSING COLLECTIVE | |||||||
| 815 MAIN STREET SUITE 201 | BRIDGEPORT | CT | 06106 | PC | TO SUPPORT THE CENTER FOR HOUSING EQUITY AND OPPORTUNITY EASTERN CONNECTICUT | $25,000 | |
| THE SHORELINE SOUP KITCHENS & PANTRIES INC | |||||||
| 336 MAIN STREET | OLD SAYBROOK | CT | 06106 | PC | TO SUPPORT THE PANTRY FOOD DISTRIBUTION PROGRAM | $5,000 | |
| THE SPHERE NORTHAMPTON INC | |||||||
| 82 MAPLE STREET | FLORENCE | MA | 06103 | PC | TO SUPPORT THE LEVEL UP PEER MENTORING ACCELERATOR | $5,000 | |
| THE WEST INDIAN FOUNDATION | |||||||
| 116 COTTAGE GROVE RD SUITE | BLOOMFIELD | CT | 06002 | PC | TO SUPPORT RELIEF EFFORTS IN JAMAICA | $5,000 | |
| THE WORKPLACE | |||||||
| 1000 LAFAYETTE BLVD SUITE 501 | BRIDGEPORT | CT | 06604 | PC | TO SUPPORT DRESS FOR SUCCESS MID FAIRFIELD COUNTY - NEW HAVEN CHAPTER (DFSMFC-NH) | $10,000 | |
| THREE RIVERS COLLEGE FOUNDATION | |||||||
| 574 NEW LONDON TURNPIKE | NORWICH | CT | 06708 | PC | TO SUPPORT THE NON-CREDIT ALLIED HEALTH PROGRAMS AT CT STATE THREE RIVERS | $5,000 | |
| TSNE MISSIONWORKS | |||||||
| 89 SOUTH STREET SUITE 700 | BOSTON | MA | 06002 | PC | TO SUPPORT YOUTH FACILITATION TRAINING 101 | $5,000 | |
| UNITED WAY OF CENTRAL AND NORTHEASTERN CT | |||||||
| ONE STATE STREET SUITE 1710 | HARTFORD | CT | 06226 | PC | 2024- 2025 CORPORATE GIFT | $17,700 | |
| UNITED WAY OF GREATER NEW HAVEN | |||||||
| 370 JAMES STREET SUITE 403 | NEW HAVEN | CT | 06519 | PC | 2024- 2025 CORPORATE GIFT | $8,000 | |
| UNITED WAY OF GREATER WATERBURY | |||||||
| 100 NORTH ELM STREET 2ND FLOOR | WATERBURY | CT | 06604 | PC | 2024- 2025 CORPORATE GIFT | $5,500 | |
| UNITED WAY OF MERIDEN AND WALLINGFORD | |||||||
| 35 PLEASANT STREET SUITE 1E | MERIDEN | CT | 06105 | PC | 2024- 2025 CORPORATE GIFT | $5,500 | |
| UNITED WAY OF NAUGATUCK AND BEACON FALLS | |||||||
| 270 CHURCH STREET | NAUGATUCK | CT | 01103 | PC | 2024- 2025 CORPORATE GIFT | $5,000 | |
| UNITED WAY OF PIONEER VALLEY | |||||||
| 1441 MAIN STREET SUITE 147 | SPRINGFIELD | MA | 06492 | PC | 2024- 2025 CORPORATE GIFT | $3,000 | |
| UNITED WAY OF SOUTHEASTERN CT | |||||||
| 283 STODDARDS WHARF ROAD | GALES FERRY | CT | 01118 | PC | TO SUPPORT THE GEMMA E. MORAN UNITED WAY/LABOR FOOD CENTER | $28,000 | |
| UNITED WAY OF SOUTHINGTON | |||||||
| 35 N MAIN ST SUITE 3A-9 | SOUTHINGTON | CT | 06489 | PC | 2024- 2025 CORPORATE GIFT | $2,000 | |
| UNITED WAY OF WEST CENTRAL CONNECTICUT | |||||||
| 440 N MAIN STREET SUITE D | BRISTOL | CT | 06010 | PC | 2024- 2025 CORPORATE GIFT | $3,000 | |
| VALLEY UNITED WAY | |||||||
| 54 GROVE STREET SUITE 1 | SHELTON | CT | 06484 | PC | 2024- 2025 CORPORATE GIFT | $3,300 | |
| WATERBURY SYMPHONY ORCHESTRA | |||||||
| 500 CHASE PARKWAY SUITE 4C | WATERBURY | CT | 06708 | PC | TO SUPPORT BRAVO WATERBURY! | $5,000 | |
| WINDHAM PUBLIC SCHOOLS | |||||||
| 355 HIGH STREET UNIT B WILLIMANTIC | WILLIMANTIC | CT | 06226 | PC | TO SUPPORT THE WINDHAM AFTER SCHOOL TUTORING PROGRAM | $10,000 | CT 06226 |
| WORKFORCE ALLIANCE | |||||||
| 520 ELLA T GRASSO BOULEVARD | NEW HAVEN | CT | 06519 | PC | TO SUPPORT PARENT LEADERSHIP TRAINING INSTITUTE PROGRAMMING | $10,000 | |
| WORLD AFFAIRS COUNCIL OF CONNECTICUT | |||||||
| 1049 ASYLUM AVE HARTFORD CT 06105 | HARTFORD | CT | 06105 | PC | TO SUPPORT HARTFORD MODEL UN | $10,000 | |
| YMCA OF GREATER SPRINGFIELD | |||||||
| PO BOX 15329 1500 MAIN STREET SUITE | SPRINGFIELD | MA | 01103 | PC | TO SUPPORT THE BEFORE/AFTER SCHOOL PROGRAM | $15,000 | 256 |
| YMCA OF METROPOLITAN HARTFORD | |||||||
| 50 STATE HOUSE SQUARE 2ND FLOOR | HARTFORD | CT | 06103 | PC | TO SUPPORT THE Y-BELL POWER SCHOLARS ACADEMY | $10,000 | |
| YOUNG MENS CHRISTIAN ASSOCIATION OF WALLINGFORD INC | |||||||
| 81 S ELM STREET | WALLINGFORD | CT | 06492 | PC | TO SUPPORT THE UPWARD BOUND PROGRAM | $10,000 | |
| YWCA HARTFORD REGION INC | |||||||
| 135 BROAD STREET | HARTFORD | CT | 06105 | PC | TO SUPPORT THE YW TECH LAB | $10,000 | |
| YWCA OF WESTERN MA | |||||||
| ONE CLOUGH STREET | SPRINGFIELD | MA | 01118 | PC | TO SUPPORT GIRLS COUNT! | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,340,080 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| HARTFORD FOUNDATION FOR PUBLIC GIVING | ||||||
| 10 COLUMBUS BLVD | HARTFORD | CT | 06120 | PC | TO SUPPORT THE ORGANIZATION'S MISSION PURPOSE | $200,000 |
| HARTFORD YARD GOATS CHARITABLE FOUNDATION | ||||||
| 1214 MAIN STREET | HARTFORD | CT | 06103 | PC | TO SUPPORT THE ORGANIZATION'S MISSION PURPOSE | $50,000 |
| JUNIOR ACHIEVEMENT OF SOUTHWEST NEW ENGLAND INC | ||||||
| 70 FARMINGTON AVENUE | HARTFORD | CT | 06103 | PC | TO SUPPORT THE ORGANIZATION'S MISSION PURPOSE | $200,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $450,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,049,344 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,409,298 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,458,642 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,458,642 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LIBERTY BANK | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 LONG HILL ROAD | AddressLine1Txt |
| City | MIDDLETOWN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06457 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,038,117 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED INCOME | BondNm |
| EOY Book Value | $7,191,996 | EOYBookValueAmt |
| EOYFMV | $7,191,996 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITY | StockNm |
| EOY Book Value | $37,690,130 | EOYBookValueAmt |
| EOYFMV | $37,690,130 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $1,261,145 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS EXPENSES | Desc |
| Revenue And Expenses Per Books | $3,054 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,076 | DisbursementsCharitablePrpsAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| EXCISE TAX PAYABLE | $12,133 | $50,323 |
| DEFERRED TAX LIABILITY | $0 | $149,319 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $185,978 | Amt |
| Net Investment Income | $185,978 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $187,509 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |