LIBERTY BANK FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- LIBERTY BANK FOUNDATION (EIN 06-1479957)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-06-04
- IRS object ID
- 202401569349101010
- Schema version
- 2023v5.0
- 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 Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-06-04T13:14:59-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221478099 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLP | 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 | 2023-01-01 | 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 | 2024-06-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KATHY | PersonFirstNm |
| Person Last | DOUCETTE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LORI ROTHE YOKOBOSKY CPA | PreparerPersonNm |
| PTIN | P01273422 | PTIN |
| Phone | 9732283500 | PhoneNum |
| Preparation | 2024-06-04 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $40,816,789 | 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 | $10,000,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $603,360 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $603,360 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $353,845 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,039,304 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $353,845 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $10,957,205 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $957,205 | 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 | $170,558 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $170,558 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $170,558 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $170,558 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,412,772 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,453,742 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,583,330 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $170,558 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,453,742 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $9,373,875 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $786,647 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $938,914 | CashBOYAmt |
| Cash EOY | $1,336,557 | CashEOYAmt |
| Cash EOYFMV | $1,336,557 | CashEOYFMVAmt |
| Corporate Stock BOY | $18,747,044 | CorporateStockBOYAmt |
| Corporate Stock EOY | $27,040,967 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $27,040,967 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $8,137,026 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $12,439,265 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $12,439,265 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $27,822,984 | TotalAssetsBOYAmt |
| Total Assets EOY | $40,816,789 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $40,816,789 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $40,000 | GrantsPayableBOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $934 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $40,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $934 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $27,782,984 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $40,815,855 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $27,782,984 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $40,815,855 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $27,822,984 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $40,816,789 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $27,782,984 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $9,373,875 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,658,996 | OtherIncreasesAmt |
| Subtotal | $40,815,855 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $40,815,855 | 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 |
| Gross Sales Price | $10,039,304 | GrossSalesPriceAmt |
| Cost Or Other Basis | $9,685,459 | CostOrOtherBasisAmt |
| Gain Or Loss | $353,845 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $353,845 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $353,845 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,934 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,934 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,934 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $934 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $10,934 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | TaxDueAmt |
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 (11 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 |
| DOUGLAS ANDERSON | ||||||||
| 245 LONG HILL ROAD | MIDDLETOWN | CT | 06457 | CHAIRMAN | 1.20 | $0 | $0 | $0 |
| DR ELSA NUNEZ | ||||||||
| 245 LONG HILL ROAD | MIDDLETOWN | CT | 06457 | DIRECTOR | 1.20 | $0 | $0 | $0 |
| FRED ERIKSON | ||||||||
| 245 LONG HILL ROAD | MIDDLETOWN | CT | 06457 | OUTGOING ASSISTANT SECRETARY | 1.20 | $0 | $0 | $0 |
| KATHY DOUCETTE | ||||||||
| 245 LONG HILL ROAD | MIDDLETOWN | CT | 06457 | TREASURER | 1.20 | $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 |
| TIM RYAN | ||||||||
| 245 LONG HILL ROAD | MIDDLETOWN | CT | 06457 | DIRECTOR | 1.20 | $0 | $0 | $0 |
| TORAL MAHER | ||||||||
| 245 LONG HILL ROAD | MIDDLETOWN | CT | 06457 | SECRETARY | 40.00 | $0 | $0 | $0 |
| LIBERTY BANK | ||||||||
| 245 LONG HILL ROAD | MIDDLETOWN | CT | 06457 | SUBSTANTIAL CONTRIBUTOR | 0.00 | $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 | $170,558 | 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 | $29,479,785 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $831,471 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $30,311,256 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $30,311,256 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $454,669 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $29,856,587 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,492,829 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,492,829 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,934 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,934 | TotalTaxAmt |
| Distributable Before Adj | $1,481,895 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,481,895 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,481,895 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,453,742 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,453,742 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,481,895 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $545,199 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $55,996 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $256,576 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $145,379 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,003,150 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,453,742 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,453,742 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $28,153 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $28,153 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $974,997 | 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 | $517,046 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $457,951 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $55,996 | ExcessFromYear4Amt |
| Excess From Year3 | $256,576 | ExcessFromYear3Amt |
| Excess From Year1 | $145,379 | ExcessFromYear1Amt |
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 (127 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ACCESS COMMUNITY ACTION AGENCY INC | |||||||
| 1315 MAIN STREET | WILLIMANTIC | CT | 06226 | PC | TO SUPPORT ACCESS TO EMPLOYMENT - CASE MANAGEMENT | $5,000 | |
| ACHIEVE HARTFORD | |||||||
| 1429 PARK ST UNIT | HARTFORD | CT | 06106 | PC | TO SUPPORT SUMMER TRANSITION & COLLEGE PERSISTENCE PROGRAMS & SECTOR-ALIGNMENT WORK | $5,000 | |
| AMERICAN CANCER SOCIETY INC (ACS) | |||||||
| 111 FOUNDERS PLAZA - SUITE 200 | EAST HARTFORD | CT | 06108 | PC | TO SUPPORT THE ACCESS TO CARE PROGRAM FOR THOSE IN NEED | $50,000 | |
| AMERICAN RED CROSS CONNECTICUT CHAPTER | |||||||
| 209 FARMINGTON AVENUE | FARMINGTON | CT | 060321955 | PC | TO SUPPORT TURKIYE EARTHQUAKE DISASTER RELIEF | $10,000 | |
| AMITY TEEN CENTER INC | |||||||
| PO BOX 3671 | WOODBRIDGE | CT | 06525 | PC | TO SUPPORT THE LIFE SKILLS EDUCATION PROGRAM | $5,000 | |
| ARTS COUNCIL OF GREATER NEW HAVEN | |||||||
| 70 AUDUBON STREET 2ND FLOOR | NEW HAVEN | CT | 06510 | PC | TO SUPPORT THE YOUTH ARTS JOURNALISM INITIATIVE (YAJI) | $5,000 | |
| ARTS FOR LEARNING CT | |||||||
| 1 EVERGREEN AVE SUITE 33 | HAMDEN | CT | 06518 | PC | TO SUPPORT HIGHER ORDER THINKING (HOT) SCHOOLS AT CHURCH STREET ELEMENTARY SCHOOL IN HAMDEN | $5,000 | |
| BEAT THE STREET COMMUNITY CENTER INC | |||||||
| 121 SOUTH COLONY ST | MERIDEN | CT | 06450 | PC | TO SUPPORT THE BEAT THE STREET CAREER EXPLORERS PROGRAM | $5,000 | |
| BEDROCK CREDIT AMERICA | |||||||
| 250 OLD WOODBURY ROAD | SOUTHBURY | CT | 06488 | PC | TO SUPPORT COMMUNITY CREDIT PRESENTATIONS | $5,000 | |
| BEST BUDDIES IN CONNECTICUT | |||||||
| 74 VINE STREET | NEW BRITAIN | CT | 06052 | PC | TO SUPPORT THE BBCT FRIENDSHIP AND LEADERSHIP DEVELOPMENT PROGRAM | $5,000 | |
| BEULAH LAND DEVELOPMENT CORPORATION | |||||||
| 774 ORCHARD STREET | NEW HAVEN | CT | 06511 | PC | TO SUPPORT THE DIXWELL/NEW HAVEN AFFORDABLE HOUSING INITIATIVE | $25,000 | |
| BOYS & GIRLS CLUB OF BRISTOL FAMILY CENTER | |||||||
| 255 WEST STREET | BRISTOL | CT | 06010 | PC | TO SUPPORT POWER HOUR: MAKING MINUTES COUNT | $7,500 | |
| BOYS & GIRLS CLUB OF CHICOPEE INC | |||||||
| 580 MEADOW STREET | CHICOPEE | MA | 01013 | PC | TO SUPPORT THE BUILDING TEEN FUTURES, OPENING THE DOORS FOR TOMORROW'S LEADERS CAPITAL CAMPAIGN | $25,000 | |
| BOYS & GIRLS CLUB OF THE LOWER NAUGATUCK VALLEY | |||||||
| 1 POSITIVE PLACE | SHELTON | CT | 06484 | PC | TO SUPPORT THE AFTER SCHOOL PROGRAMS | $5,000 | |
| BOYS & GIRLS CLUB OF WEST SPRINGFIELD | |||||||
| 615 MAIN ST | WEST SPRINGFIELD | MA | 01089 | PC | TO SUPPORT SUMMER BRAIN GAIN | $10,000 | |
| BUILDING NEIGHBORHOODS TOGETHER | |||||||
| 570 STATE ST | BRIDGEPORT | CT | 06604 | PC | TO SUPPORT THE ERA CAPACITY BUILDING PROGRAM | $5,000 | |
| CAPITAL COMMUNITY COLLEGE FOUNDATION INC | |||||||
| 950 MAIN ST | HARTFORD | CT | 06103 | PC | TO SUPPORT THE CAPITAL COMMUNITY COLLEGE MICROGRANT PROGRAM | $10,000 | |
| THE CARE CENTER | |||||||
| 247 CABOT STREET | HOLYOKE | MA | 01040 | PC | TO SUPPORT THE TO AND THROUGH COLLEGE PROGRAM | $5,000 | |
| CHARTER OAK STATE COLLEGE FOUNDATION INC | |||||||
| 185 MAIN STREET | NEW BRITAIN | CT | 06051 | PC | TO SUPPORT PARENTS INTENT ON IMPROVING TOMORROW (PIIT) | $10,000 | |
| CHRYSALIS CENTER HOUSING DEVELOPMENT CORPORATION | |||||||
| 255 HOMESTEAD AVENUE | HARTFORD | CT | 06112 | PC | TO SUPPORT THE HEARRT HOUSE | $20,000 | |
| CITY SEED | |||||||
| 315 FRONT STREET | NEW HAVEN | CT | 06513 | PC | TO SUPPORT INCUBATING A DIVERSE FOOD ECONOMY IN NEW HAVEN | $5,000 | |
| COALITION ON HOUSING AND HOMELESSNESS | |||||||
| 100 RIVERVIEW CENTER SUITE 230 | MIDDLETOWN | CT | 06457 | PC | TO SUPPORT THE PROMOTION OF AFFORDABLE HOUSING IN MIDDLESEX COUNTY, MERIDEN, AND WALLINGFORD | $10,000 | |
| COLLAB INCORPORATED | |||||||
| PO BOX 38 | NEW HAVEN | CT | 06513 | PC | TO SUPPORT THE COLLAB WOMENS INITIATIVE: LAUNCHING CATALYTIC BUSINESS EDUCATION PROGRAMS FOR FEMALE ENTREPRENEURS | $5,000 | |
| THE COMMUNITY FOUNDATION FOR GREATER NEW HAVEN | |||||||
| 70 AUDUBON STREET | NEW HAVEN | CT | 06510 | PC | TO SUPPORT THE NEW HAVEN EQUITABLE ENTREPRENEURIAL ECOSYSTEM | $50,000 | |
| COMMUNITY FOUNDATION OF MIDDLESEX COUNTY | |||||||
| 49 MAIN STREET | MIDDLETOWN | CT | 06457 | PC | TO SUPPORT THE 2023 LIBERTY BANK ROTARY CLUB THANKSGIVING DRIVE | $200,000 | |
| COMMUNITY FOUNDATION OF MIDDLESEX COUNTY | |||||||
| 49 MAIN STREET | MIDDLETOWN | CT | 06457 | PC | TO SUPPORT THE WEBSITE UPGRADES PROJECT | $7,500 | |
| COMPASS YOUTH COLLABORATIVE | |||||||
| 55 AIRPORT ROAD SUITE 201 | HARTFORD | CT | 06114 | PC | TO SUPPORT THE COMPASS PEACEBUILDERS WORKFORCE EDUCATION | $5,000 | |
| CONNECTICUT HOSPITALITY EDUCATIONAL ASSOCIATION | |||||||
| 270 FARMINGTON AVE SUITE 142 | FARMINGTON | CT | 06032 | PC | TO SUPPORT CT OPPORTUNITIES IN RESTAURANT EMPLOYMENT (CORE) | $5,000 | |
| CONNECTICUT NAACP CO TIDES FOUNDATION | |||||||
| 755 MAIN ST STE 105 | HARTFORD | CT | 06103 | PC | TO SUPPORT THE ONE MILLION JOBS CAMPAIGN | $5,000 | |
| CONNECTICUT SCIENCE CENTER | |||||||
| 250 COLUMBUS BOULEVARD | HARTFORD | CT | 06103 | PC | TO SUPPORT TEEN PROGRAMS AT CONNECTICUT SCIENCE CENTER | $25,000 | |
| THE CONNECTICUT STORYTELLING CENTER INC | |||||||
| 290 STATE STREET | NEW LONDON | CT | 06320 | PC | TO SUPPORT THE LITTLEST LISTENERS LITERACY RESIDENCY | $5,000 | |
| CONNECTICUT VETERANS LEGAL CENTER | |||||||
| 114 BOSTON POST RD GROUND FLOOR | WEST HAVEN | CT | 06516 | PC | TO SUPPORT REMOVING LEGAL BARRIERS: HOUSING OUR VETERANS | $10,000 | G0016 |
| CONNECTIKIDS INC | |||||||
| 814 ASYLUM AVENUE | HARTFORD | CT | 06105 | PC | TO SUPPORT THE CONNECTIKIDS TUTORING AND MENTORING PROGRAM | $5,000 | |
| COVENANT PREPARATORY SCHOOL | |||||||
| 474 WOODLAND STREET | HARTFORD | CT | 06112 | PC | TO SUPPORT THE GRADUATE ASSISTANCE PROGRAM | $10,000 | |
| COVENANT SOUP KITCHEN | |||||||
| 220 VALLEY ST | WILLIMANTIC | CT | 06226 | PC | TO SUPPORT COVENANT SOUP KITCHEN AND FOOD PANTRY | $5,000 | |
| CT PARTNERSHIP FOR CHILDREN INC | |||||||
| 98 OLIVE STREET | NAUGATUCK | CT | 06770 | PC | TO SUPPORT PLTI AND CLTI | $6,000 | |
| THE DIAPER BANK OF CONNECTICUT | |||||||
| 370 STATE STREET SUITE 4 | NORTH HAVEN | CT | 06473 | PC | TO PROVIDE BASIC HYGIENE PRODUCTS FOR FAMILIES IN NEED | $5,000 | |
| DOWNTOWN EVENING SOUP KITCHEN INC | |||||||
| 266 STATE STREET | NEW HAVEN | CT | 06510 | PC | TO SUPPORT THE MEALS PROGRAM | $5,000 | |
| EAST LONGMEADOW COUNCIL ON AGING | |||||||
| 328 NORTH MAIN STREET | EAST LONGMEADOW | MA | 01028 | PC | TO SUPPORT THE EAST LONGMEADOW FOOD PANTRY | $5,000 | |
| EASTERN CONNECTICUT HOUSING OPPORTUNITIES | |||||||
| 165 STATE ST SUITE 311 | NEW LONDON | CT | 06320 | PC | TO SUPPORT ECHO'S BLUEPRINT FOR GROWTH | $20,000 | |
| FRESH NEW LONDON | |||||||
| PO BOX 285 26 BROAD STREET | BOSTON | MA | 02111 | PC | TO SUPPORT THE FRESH NEW LONDON YOUTH PROGRAM | $5,000 | |
| FAIR HAVEN COMMUNITY HEALTH CLINIC INC | |||||||
| 374 GRAND AVENUE | NEW HAVEN | CT | 06513 | PC | TO SUPPORT THE FAIR HAVEN COMMUNITY HEALTH CARE NEW COMMUNITY CLINIC CAMPAIGN | $20,000 | |
| FIVE FROGS | |||||||
| 357 COMMERCE DRIVE SUITE 1142 | FAIRFIELD | CT | 06825 | PC | TO SUPPORT THE LEADERSHIP DEVELOPMENT ROUNDTABLE | $5,000 | |
| THE FOOD BANK OF WESTERN MASSACHUSETTS | |||||||
| 25 CAREW STREET | CHICOPEE | MA | 01020 | PC | TO PURCHASE FOOD | $5,000 | |
| GREATER NEW BRITAIN TEEN PREGNANCY PREVENTION INC | |||||||
| 43 VIETS ST | NEW BRITAIN | CT | 06053 | PC | TO SUPPORT THE PATHWAYS TO SUCCESS PROGRAM | $5,000 | |
| GREATER NEW HAVEN NAACP ADULT BRANCH | |||||||
| 1389 CHAPEL STREET | NEW HAVEN | CT | 06511 | PC | TO SUPPORT ADVOCACY AND WORK OF THE GREATER NEW HAVEN NAACP | $5,000 | |
| GREATER SPRINGFIELD HABITAT FOR HUMANITY | |||||||
| 268 COLD SPRING AVENUE | WEST SPRINGFIELD | MA | 01089 | PC | TO SUPPORT HOMEOWNERSHIP AND HOME PRESERVATION PROGRAMS | $5,000 | |
| HARTFORD AREA HABITAT FOR HUMANITY | |||||||
| 75 CHARTER OAK AVE BLDG 2 STE 205 | HARTFORD | CT | 06106 | PC | TO SUPPORT THE NORTHEAST NEIGHBORHOOD-HARTFORD BUILD | $25,000 | |
| HARTFORD PAL | |||||||
| 50 WILLIAMS ST | HARTFORD | CT | 06120 | PC | TO SUPPORT THE HARTFORD PAL (THE POLICE ACTIVITIES LEAGUE OF HARTFORD INC.) | $5,000 | |
| HIGHER EDGE | |||||||
| 35 REDDEN AVENUE | NEW LONDON | CT | 06320 | PC | TO ADVANCE EDUCATIONAL OPPORTUNITIES & ADVOCACY EFFORTS FOR UNDERREPRESENTED YOUTH | $10,000 | |
| HORIZONS AT THE FOOTE SCHOOL | |||||||
| 50 LOOMIS PLACE | NEW HAVEN | CT | 06511 | PC | TO SUPPORT THE HORIZONS AT FOOTE SCHOOL SUMMER PROGRAM | $7,500 | |
| HORIZONS AT WESTMINSTER | |||||||
| 995 HOPMEADOW STREET | SIMSBURY | CT | 06070 | PC | TO SUPPORT HORIZONS AT WESTMINSTER: SUMMER 2023 PROGRAM SUPPORT | $5,000 | |
| HOUSE OF HEROES CONNECTICUT | |||||||
| 3342 WHITNEY AVENUE | HAMDEN | CT | 06518 | PC | TO SUPPORT HOME REPAIR PROJECTS FOR VETERANS | $11,000 | |
| THE HUNDRED CLUB OF CONNECTICUT INC | |||||||
| 119 OAKWOOD DRIVE | GLASTONBURY | CT | 06033 | PC | TO SUPPORT THE HERO'S FUND IN MEMORY OF HARTFORD POLICE OFFICER, BOBBY GARTEN | $15,000 | |
| INTERNATIONAL HARTFORD LTD | |||||||
| 151 NEW PARK AVE SUITE 5 | HARTFORD | CT | 06106 | PC | TO PROVIDE MINORITY AND IMMIGRANT GROUPS WITH ENTREPRENEURIAL SUPPORT | $10,000 | |
| THE IQUILT PARTNERSHIP | |||||||
| 24 CENTRAL ROW | HARTFORD | CT | 06103 | PC | TO REPLACE AGING RINK BOARDS AND BARRIERS | $25,000 | |
| JEWISH FEDERATION OF GREATER HARTFORD | |||||||
| 333 BLOOMFIELD AVE | WEST HARTFORD | CT | 06117 | PC | TO SUPPORT CHILDREN'S READING PARTNERS | $10,000 | |
| JEWISH FEDERATION OF GREATER HARTFORD | |||||||
| 333 BLOOMFIELD AVE | WEST HARTFORD | CT | 06117 | PC | TO SUPPORT HUMANITARIAN RELIEF ABROAD | $25,000 | |
| JUNIOR ACHIEVEMENT OF SOUTHWEST NEW ENGLAND INC | |||||||
| 70 FARMINGTON AVENUE | HARTFORD | CT | 06105 | PC | TO SUPPORT JA PROJECT TOMORROWS FOR GREATER NEW HAVEN STUDENTS | $5,000 | |
| JUNIOR ACHIEVEMENT OF WESTERN MASSACHUSETTS INC | |||||||
| 1500 MAIN STREET STE 217 PO BOX | SPRINGFIELD | MA | 01115 | PC | TO SUPPORT THE JA CLIC PROGRAMMATIC EXPANSION PROJECT | $5,000 | 15167 |
| KNOX INC | |||||||
| 75 LAUREL STREET | HARTFORD | CT | 06106 | PC | TO SUPPORT THE GREEN JOBS APPRENTICESHIPS | $5,000 | |
| LATINAS & POWER INC | |||||||
| 31 PRATT STREET 5TH FLOOR | HARTFORD | CT | 06103 | PC | TO SUPPORT THE LATINAS IN LEADERSHIP INSTITUTE | $25,000 | |
| LITERACY VOLUNTEERS OF GREATER NEW HAVEN | |||||||
| 5 SCIENCE PARK 2ND FLOOR REAR | NEW HAVEN | CT | 06511 | PC | TO SUPPORT THE LITERACY OUTREACH, ACCESS, AND EQUITY IN MERIDEN & WALLINGFORD | $5,000 | |
| LITERACY VOLUNTEERS OF GREATER WATERBURY | |||||||
| 267 GRAND ST | WATERBURY | CT | 06702 | PC | TO SUPPORT THE ADULT LITERACY PROGRAM | $5,000 | |
| A LITTLE COMPASSION INC | |||||||
| 162 MAIN STREET | DEEP RIVER | CT | 06417 | PC | TO SUPPORT VOCATIONAL SKILLS TRAINING PROGRAMS AT A LITTLE COMPASSION | $5,000 | |
| LOCAL INITIATIVES SUPPORT CORPORATION | |||||||
| 75 CHARTER OAK AVE SUITE 2-300 | HARTFORD | CT | 06106 | PC | TO SUPPORT LISC CT IN BUILDING CAPACITY FOR TRANSFORMATIVE COMMUNITY DEVELOPMENT ACROSS CT | $25,000 | |
| MARC COMMUNITY RESOURCES | |||||||
| 25 INDUSTRIAL PARK ROAD | MIDDLETOWN | CT | 06457 | PC | TO SUPPORT MARCS EMPLOYMENT SERVICES PROGRAM FOR INDIVIDUALS WITH I/DD | $5,000 | |
| MIDDLESEX HABITAT FOR HUMANITY OF CT INC | |||||||
| 34 SHUNPIKE ROAD UNIT 12 | CROMWELL | CT | 06416 | PC | TO SUPPORT HABITAT'S MISSION | $5,000 | |
| MIDDLESEX UNITED WAY | |||||||
| 100 RIVERVIEW CENTER SUITE 230 | MIDDLETOWN | CT | 064573445 | PC | TO SUPPORT THE ANNUAL APPEAL 2022-2023 | $52,000 | |
| MIDDLESEX YMCA | |||||||
| 99 UNION ST | MIDDLETOWN | CT | 06457 | PC | TO SUPPORT THE KIDS' KORNER BEFORE AND AFTERSCHOOL PROGRAM | $20,000 | |
| MUSIC AND POETRY SYNCHRONIZED INC (MAPS) | |||||||
| 39 MASSASOIT STREET | NORTHAMPTON | MA | 01060 | PC | TO SUPPORT MUSIC AND POETRY SYNCHRONIZED (MAPS) PROGRAMMING | $5,000 | |
| NATIONAL CONFERENCE FOR COMMUNITY AND JUSTICE (NCCJ) | |||||||
| 100 RIVERVIEW CENTER SUITE 292 | MIDDLETOWN | CT | 06457 | PC | TO SUPPORT THE NCCJ EQUITY LEADERSHIP ALLIANCE | $50,000 | |
| NEIGHBORHOOD HOUSING SERVICES OF NEW BRITAIN INC | |||||||
| 223 BROAD STREET | NEW BRITAIN | CT | 06053 | PC | TO SUPPORT THE FINANCIAL FITNESS FOR LOW-INCOME HOMEOWNERS INITIATIVE | $10,000 | |
| NEW HAVEN PROMISE | |||||||
| 28 LINCOLN WAY | NEW HAVEN | CT | 06510 | PC | TO SUPPORT BACK NEW HAVEN | $10,000 | |
| THE NEW LONDON COMMUNITY MEAL CENTER INC | |||||||
| 12 MONTAUK AVENUE | NEW LONDON | CT | 06320 | PC | TO PROVIDE GENERAL OPERATING SUPPORT | $5,000 | |
| THE NEW LONDON COMMUNITY MEAL CENTER INC | |||||||
| 12 MONTAUK AVENUE | NEW LONDON | CT | 06320 | PC | TO PURCHASE FOOD | $5,000 | |
| NEW REACH | |||||||
| 269 PECK STREET | NEW HAVEN | CT | 06513 | PC | TO SUPPORT THE AFFORDABLE HOUSING PROGRAM | $20,000 | |
| NORTHWEST REGIONAL WORKFORCE INVESTMENT BOARD | |||||||
| 249 THOMASTON AVENUE | WATERBURY | CT | 06702 | PC | TO SUPPORT THE HOME WORKS PROGRAM | $10,000 | |
| ODDFELLOWS PLAYHOUSE | |||||||
| 128 WASHINGTON STREET | MIDDLETOWN | CT | 06457 | PC | TO SUPPORT THE ODDBRIDGE AFTER-SCHOOL PROGRAM | $5,000 | |
| PRO BONO PARTNERSHIP INC | |||||||
| 237 MAMARONECK AVENUE SUITE 305 | WHITE PLAINS | NY | 10605 | PC | TO PROVIDE FREE LEGAL SERVICES FOR CONNECTICUT NONPROFITS | $5,000 | |
| PRUDENCE CRANDALL CENTER | |||||||
| PO BOX 895 | NEW BRITAIN | CT | 06050 | PC | TO SUPPORT THE SUPPORTIVE HOUSING PROGRAM FOR VICTIMS OF DOMESTIC VIOLENCE AND THEIR CHILDREN | $15,000 | |
| READ TO A CHILD INC | |||||||
| 35 EAST MAIN STREET 318 | AVON | CT | 06001 | PC | TO SUPPORT THE READ ALOUD MENTORING PROGRAM: LITERACY MENTORING FOR K-4 HARTFORD STUDENTS | $5,000 | |
| ROCA INC | |||||||
| 101 PARK STREET | CHELSEA | MA | 02150 | PC | TO SUPPORT THE ROCA HARTFORD YOUNG MOTHERS PROGRAM | $5,000 | |
| RONALD MCDONALD HOUSE CHARITIES OF CONNECTICUT AND WESTERN MASSACHUSETTS | |||||||
| 860 HOWARD AVENUE | NEW HAVEN | CT | 06519 | PC | TO SUPPORT THE RENOVATION OF RONALD MCDONALD HOUSE OF SPRINGFIELD | $10,000 | |
| SAFE FUTURES | |||||||
| 16 JAY ST | NEW LONDON | CT | 063205910 | PC | TO SUPPORT THE PATHWAYS TO CAREER SUCCESS PROGRAM | $5,000 | |
| SAINT FRANCIS HOSPITAL AND MEDICAL CENTER | |||||||
| 114 WOODLAND STREET | HARTFORD | CT | 06105 | PC | TO SUPPORT THE YOUTH HEALTHCARE CAREER DEVELOPMENT PROGRAMS | $5,000 | |
| SAINT MARY'S HOSPITAL FOUNDATION INC | |||||||
| 56 FRANKLIN ST | HARTFORD | CT | 061051208 | PC | TO SUPPORT THE SUMMER JOB SHADOWING PROGRAM | $5,000 | |
| SAN JUAN CENTER INC | |||||||
| 1277 MAIN STREET | HARTFORD | CT | 06103 | PC | TO SUPPORT THE HARTFORD REAL ESTATE DEVELOPMENT INITIATIVE | $25,000 | |
| SENIOR HOUSING CRIME PREVENTION FOUNDATION | |||||||
| 8700 TRAIL LAKE DRIVE W SUITE 140 | MEMPHIS | TN | 38125 | PC | TO SUPPORT THE SENIOR SECURE PROGRAM | $5,000 | |
| SOCIAL ENTERPRISE TRUST (RESET) | |||||||
| 1429 PARK ST SUITE 114 | HARTFORD | CT | 06106 | PC | TO SUPPORT THE GROWING FOOD BUSINESSES IN HARTFORD | $7,500 | |
| SOLAR YOUTH | |||||||
| 53 WAYFARER ST | NEW HAVEN | CT | 06515 | PC | TO SUPPORT THE YOUTH EDUCATOR INTERN PROGRAM | $5,000 | |
| SOUTHEASTERN CONNECTICUT COMMUNITY LAND TRUST INC (SE CT CLT) | |||||||
| 539 BEACH POND ROAD | VOLUNTOWN | CT | 06384 | PC | TO SUPPORT COMMUNITY OUTREACH FOR HOMEOWNERSHIP IN NEW LONDON | $5,000 | |
| SOUTHINGTON-CHESHIRE COMMUNITY YMCA | |||||||
| 29 HIGH STREET | SOUTHINGTON | CT | 06489 | PC | TO SUPPORT THE YMCA CAMP SLOPER DAY CAMP EXPERIENCE | $5,000 | |
| SPANISH COMMUNITY OF WALLINGFORD | |||||||
| 284 WASHINGTON ST | WALLINGFORD | CT | 06492 | PC | TO SUPPORT THE ADELANTE! AMERICA PROGRAMS | $5,000 | |
| SQUASH HAVEN INC | |||||||
| SQUASH HAVEN 70 TOWER PARKWAY | NEW HAVEN | CT | 06511 | PC | TO SUPPORT THE SQUASH HAVEN PROGRAM IN 2023-24 | $5,000 | |
| ST MARTIN DE PORRES ACADEMY | |||||||
| 208 COLUMBUS AVENUE | NEW HAVEN | CT | 06519 | PC | TO SUPPORT THE GRADUATE SUPPORT PROGRAM | $5,000 | |
| ST VINCENT DEPAUL MIDDLETOWN | |||||||
| 617 MAIN ST POBOX 398 | MIDDLETOWN | CT | 06457 | PC | TO SUPPORT THE COMMUNITY FOOD AND NUTRITION SUPPORT INITIATIVE | $5,000 | |
| THAMES RIVER COMMUNITY SERVICE INC | |||||||
| ONE THAMES RIVER PLACE | NORWICH | CT | 06360 | PC | TO SUPPORT YOUNG PARENTS WITH SECURE AND STABLE HOUSING | $5,000 | |
| THREE RIVERS COLLEGE FOUNDATION | |||||||
| 574 NEW LONDON TURNPIKE | NORWICH | CT | 06360 | PC | TO SUPPORT STRENGTHENING WORKFORCE IN SECT | $5,000 | |
| TOWN OF ROCKY HILL | |||||||
| 761 OLD MAIN STREET | ROCKY HILL | CT | 06067 | PC | TO PURCHASE FOOD FOR ROCKY HILL FOOD PANTRY | $5,000 | |
| TRAVELING TOYS INC | |||||||
| 1 STATE STREET | GUILFORD | CT | 06347 | PC | TO SUPPORT THE FIRST TOY LENDING LIBRARY WITHIN THE CHILDRENS AND TEENS' SECTIONS OF THE WILLIMANTIC PUBLIC LIBRARY | $5,592 | |
| UNITED WAY OF CENTRAL AND NORTHEASTERN CT | |||||||
| 30 LAUREL STREET | HARTFORD | CT | 06106 | PC | TO SUPPORT THE ANNUAL APPEAL 2022-2023 | $16,000 | |
| UNITED WAY OF GREATER NEW HAVEN | |||||||
| 370 JAMES ST SUITE 403 | NEW HAVEN | CT | 06513 | PC | TO SUPPORT THE ANNUAL APPEAL 2022-2023 | $7,000 | |
| UNITED WAY OF GREATER WATERBURY | |||||||
| 100 NORTH ELM STREET 2ND FLOOR | WATERBURY | CT | 06702 | PC | TO SUPPORT THE ANNUAL APPEAL 2022-2023 | $5,000 | |
| UNITED WAY OF MERIDEN AND WALLINGFORD | |||||||
| 35 PLEASANT STREET SUITE 1E | MERIDEN | CT | 06450 | PC | TO SUPPORT THE ANNUAL APPEAL 2022-2023 | $5,000 | |
| UNITED WAY OF SOUTHEASTERN CT | |||||||
| 283 STODDARDS WHARF ROAD PO BOX 375 | GALES FERRY | CT | 06335 | PC | TO SUPPORT THE ANNUAL APPEAL 2022-2023 | $16,000 | |
| UNITED WAY OF SOUTHEASTERN CT | |||||||
| 283 STODDARDS WHARF ROAD PO BOX 375 | GALES FERRY | CT | 06335 | PC | TO SUPPORT JOB DEVELOPMENT FOR MULTI-LINGUAL LEARNERS | $10,000 | |
| THE UNIVERSITY OF CONNECTICUT FOUNDATION INC | |||||||
| 2390 ALUMNI DRIVE UNIT 3206 | STORRS | CT | 06269 | PC | TO SUPPORT UCONN ENTREPRENEURSHIP BOOTCAMP FOR VETERANS (EBV) | $10,000 | |
| URBAN LEAGUE OF GREATER HARTFORD INC | |||||||
| 140 WOODLAND STREET | HARTFORD | CT | 06105 | PC | TO SUPPORT THE URBAN LEAGUE OF GREATER HARTFORD (ULGH) FINANCIAL OPPORTUNITY CENTER (FOC) | $24,000 | |
| WATERBURY LAND BANK AUTHORITY | |||||||
| 207 BANK STREET 3RD FLOOR PO BOX | WATERBURY | CT | 06759 | PC | TO SUPPORT A CONDITIONS ASSESSMENT | $19,500 | 825 |
| WESLEYAN UNIVERSITY | |||||||
| ATTN CAROLYN KAUFMAN 237 HIGH | MIDDLETOWN | CT | 064590486 | PC | GIRLS IN SCIENCE | $5,000 | STREET |
| WILLARD M MCRAE COMMUNITY DIVERSITY AWARD | |||||||
| LIBERTY BANK FOUNDATION 1190 SILAS | WETHERSFIELD | CT | 06109 | PC | 2023 RECIPIENT - CT VETERANS LEGAL CENTER | $10,000 | DEANE HIGHWAY |
| WILLIMANTIC PUBLIC LIBRARY | |||||||
| 905 MAIN STREET | WILLIMANTIC | CT | 06226 | PC | TO SUPPORT THE STREET LAB PARTNERSHIP WITH WILLIMANTIC PUBLIC LIBRARY | $5,000 | |
| WINDHAM AREA INTERFAITH MINISTRY | |||||||
| PO BOX 221866 MAIN STREET | WILLIMANTIC | CT | 06226 | PC | TO SUPPORT THE EMERGENCY DIRECT ASSISTANCE - UNMET NEED FUND | $5,000 | |
| WINDHAM REGION NO FREEZE PROJECT INC | |||||||
| 433 VALLEY STREET | WILLIMANTIC | CT | 06226 | PC | TO SUPPORT THE DIVERSION PROGRAM | $5,000 | |
| WOMEN'S BUSINESS DEVELOPMENT COUNCIL | |||||||
| 184 BEDFORD STREET SUITE 201 | STAMFORD | CT | 06901 | PC | TO SUPPORT BUSINESS TRAINING, ADVISING, AND FINANCIAL SUPPORT FOR ENTREPRENEURS AND CHILDCARE PROVIDERS | $10,000 | |
| YMCA OF GREATER SPRINGFIELD | |||||||
| PO BOX 15329 1500 MAIN STREET UNIT | SPRINGFIELD | MA | 01115 | PC | TO SUPPORT EDUCATIONAL PROGRAMMING FOR YOUTH | $20,000 | 256 |
| YMCA OF METROPOLITAN HARTFORD | |||||||
| 50 STATE HOUSE SQUARE 2ND FLOOR | HARTFORD | CT | 06103 | PC | TO SUPPORT THE Y-BELL POWER SCHOLARS ACADEMY (PSA) | $10,000 | |
| YWCA HARTFORD REGION INC | |||||||
| 135 BROAD STREET | HARTFORD | CT | 06105 | PC | TO SUPPORT THE YW CAREER WOMEN PROGRAM | $5,000 | |
| THE BRIDGE FAMILY CENTER | |||||||
| 1022 FARMINGTON AVENUE | WEST HARTFORD | CT | 06107 | PC | TO SUPPORT FUN FRIDAYS | $2,700 | |
| BUSINESS INDUSTRY FOUNDATION OF MIDDLESEX COUNTY | |||||||
| 393 MAIN STREET | MIDDLETOWN | CT | 06457 | PC | TO SUPPORT THE HAL KAPLAN MIDDLETOWN MENTOR PROGRAM 2023-2024 SCHOOL YEAR | $4,950 | |
| LIBERTY BANK VOLUNTEER HALL OF FAME AWARD | |||||||
| 1190 SILAS DEANE HIGHWAY | WETHERSFIELD | CT | 06109 | PC | DONATION DIRECTED BY 2022 LIBERTY BANK VOLUNTEER HALL OF FAME INDUCTEE, LLOYD HUIE TO HARTFORD CITY MISSION | $1,000 | |
| UNITED WAY OF SOUTHINGTON | |||||||
| 35 N MAIN ST SUITE 3A-9 | SOUTHINGTON | CT | 06489 | PC | TO SUPPORT ANNUAL APPEAL 2022-2023 | $1,000 | |
| UNITED WAY OF NAUGATUCK AND BEACON FALLS | |||||||
| 270 CHURCH STREET | NAUGATUCK | CT | 06770 | PC | TO SUPPORT THE ANNUAL APPEAL 2022-2023 | $4,000 | |
| UNITED WAY OF PIONEER VALLEY | |||||||
| 1441 MAIN STREET SUITE 147 | SPRINGFIELD | MA | 01103 | PC | TO SUPPORT THE ANNUAL APPEAL 2022-2023 | $2,500 | |
| UNITED WAY OF WEST CENTRAL CONNECTICUT | |||||||
| 440 N MAIN ST SUITE D | BRISTOL | CT | 06010 | PC | TO SUPPORT THE ANNUAL APPEAL 2022-2023 | $2,500 | |
| VALLEY UNITED WAY | |||||||
| 54 GROVE STREET SUITE 1 | SHELTON | CT | 06484 | PC | TO SUPPORT THE ANNUAL APPEAL 2022-2023 | $3,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,453,742 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $603,360 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $353,845 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $957,205 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $957,205 | 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 | $10,000,000 | 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 | $12,439,265 | EOYBookValueAmt |
| EOYFMV | $12,439,265 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITY | StockNm |
| EOY Book Value | $27,040,967 | EOYBookValueAmt |
| EOYFMV | $27,040,967 | EOYFMVAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN ON INVESTMENTS | $3,640,638 |
| BOOK TO TAX ADJUSTMENT | $18,358 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX PAYABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $934 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $170,558 | Amt |
| Net Investment Income | $170,558 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |