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UNION SAVINGS BANK FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
UNION SAVINGS BANK FOUNDATION INC (EIN 06-1508286)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-07-08
IRS object ID
202401909349100650
Schema version
2023v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-07-08T10:41:29-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN042689883PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WOLF & COMPANY PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1255 STATE STREETAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02109ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN061508286EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1UNION SAVINGS BANK FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlUNIOBusinessNameControlTxt
Phone2038304200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1226 MAIN STREETAddressLine1Txt
CityDANBURYCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06810ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPAUL H BRUCEPersonNm
Person TitleTREASURERPersonTitleTxt
Phone2038304200PhoneNum
Signature2024-06-28SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstPAULPersonFirstNm
Person LastBRUCEPersonLastNm
FieldValueIRS element (for citing)
SSN000008847SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKAREN S NG EAPreparerPersonNm
PTINP01067482PTIN
Phone6174399700PhoneNum
Preparation2024-07-08PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$10,465,482FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$226,200ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$230,640DividendsRevAndExpnssAmt
Dividends Net Invst Incm$230,640DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$34,380NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,077,175GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$422,460TotalRevAndExpnssAmt
Total Net Invst Incm$230,640TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$12,700AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$12,700AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$4,000TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$292OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$292OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$16,992TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$12,992TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$485,098ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$437,275ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$502,090TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$450,267TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$79,630ExcessRevenueOverExpensesAmt
Net Investment Income$230,640NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$394,958CashBOYAmt
Cash EOY$458,740CashEOYAmt
Cash EOYFMV$458,740CashEOYFMVAmt
Pledges Rcvbl BOY$315,000PledgesRcvblBOYAmt
US Government Obligations BOY$24,887USGovernmentObligationsBOYAmt
US Government Obligations EOY$0USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$0USGovtObligationsEOYFMVAmt
Corporate Bonds BOY$8,596,580CorporateBondsBOYAmt
Corporate Bonds EOY$10,006,742CorporateBondsEOYAmt
Corporate Bonds EOYFMV$10,006,742CorporateBondsEOYFMVAmt
Other Assets BOY$982OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$9,332,407TotalAssetsBOYAmt
Total Assets EOY$10,465,482TotalAssetsEOYAmt
Total Assets EOYFMV$10,465,482TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$9,332,407NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$10,465,482NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$9,332,407TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$10,465,482TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$9,332,407TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$10,465,482TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$9,332,407TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$79,630ExcessRevenueOverExpensesAmt
Other Increases$1,212,705OtherIncreasesAmt
Subtotal$10,465,482SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$10,465,482TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SALE OF SECURITIESP$1,074,395$1,111,555-$37,160-$37,160
CAPITAL GAINS DIVIDENDSP$2,780$2,780$2,780
FieldValueIRS element (for citing)
Capital Gain Net Income-$34,380CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,206InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$3,206SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$3,206TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,046EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$2,500ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$6,546TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$3,340OverpaymentAmt
Applied To ES Tax$3,340AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCTOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksLAURA SZABLAKIndividualWithBooksNm
Phone2038304200PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1226 MAIN STAddressLine1Txt
CityDANBURYCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06810ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (13 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
LUCIE H VOVES
226 MAIN STREETDANBURYCT06810CHAIR1.00$0$0$0
MICHELLE KING
226 MAIN STREETDANBURYCT06810SECRETARY1.00$0$0$0
PAUL H BRUCE
226 MAIN STREETDANBURYCT06810TREASURER/TRUSTEE1.00$0$0$0
CYNTHIA C MERKLE RETIRED 83123
226 MAIN STREETDANBURYCT06810PRESIDENT/TRUSTEE1.00$0$0$0
RAY BOA
226 MAIN STREETDANBURYCT06810TRUSTEE1.00$0$0$0
JEFFREY KILBERG
226 MAIN STREETDANBURYCT06810TRUSTEE1.00$0$0$0
JOHN BRIGHENTI
226 MAIN STREETDANBURYCT06810TRUSTEE1.00$0$0$0
SUSAN CERTOMA
226 MAIN STREETDANBURYCT06810TRUSTEE1.00$0$0$0
WANDA MCGARRY
226 MAIN STREETDANBURYCT06810TRUSTEE1.00$0$0$0
JASON GINSBERG
226 MAIN STREETDANBURYCT06810TRUSTEE1.00$0$0$0
LARRY PEREIRA
226 MAIN STREETDANBURYCT06810TRUSTEE1.00$0$0$0
HEATHER KATZ
226 MAIN STREETDANBURYCT06810TRUSTEE1.00$0$0$0
CHELEN REYES
226 MAIN STREETDANBURYCT06810PRESIDENT/TRUSTEE1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$9,250,233AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$486,545AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$158,025FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$9,894,803TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$9,894,803AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$148,422CashDeemedCharitableAmt
Net Vl Noncharitable Assets$9,746,381NetVlNoncharitableAssetsAmt
Minimum Investment Return$487,319MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$487,319MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,206TaxBasedOnInvestmentIncomeAmt
Total Tax$3,206TotalTaxAmt
Distributable Before Adj$484,113DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$484,113DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$484,113DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$450,267ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$450,267QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$484,113DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$22,127ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr1$52,693ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$74,820TotalExcessDistributionCyovAmt
Qualifying Distributions$450,267QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$450,267AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$33,846ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$33,846ExcessDistributionCyovAppCYAmt
Total Corpus$40,974TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$40,974ExcessDistriCyovToNextYrAmt
Excess From Year1$40,974ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonMICHELLE BONVICINIRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1225 MAIN STREETAddressLine1Txt
CityDANBURYCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06810ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2038304200RecipientPhoneNum
Form And Info And MaterialsAN EXAMPLE OF THE GRANT APPLICATION IS ATTACHED TO THE 990-PF. THESE APPLICATIONS ARE AVAILABLE AT WWW.UNIONSAVINGS.COM. THEY MAY BE EMAILED TO THE FOUNDATION'S EMAIL ADDRESS OR MAILED TO PO BOX 647 DANBURY CT 06813-0647.FormAndInfoAndMaterialsTxt
Submission DeadlinesJUNE 1ST TO AUGUST 31STSubmissionDeadlinesTxt
Restrictions On AwardsGRANTS ARE RARELY APPROVED FOR : PUBLIC ENTITIES, MUNICIPALITIES, SECTARIAN ORGANIZATIONS, CAPITAL EXPENSES, OR MULT-YEAR REQUESTS. REQUESTS FROM INDIVIDUALS OR FROM ENDOWMENTS ARE ALSO RARELY GRANTED. IN ADDITION, ORGANIZATIONS AWARDED A 2022 GRANT ARE NOT ELIGIBLE TO APPLY IN 2023.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (126 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ABILITY BEYOND
4 BERKSHIRE BOULEVARDBETHELCT06801NOT RELATEDPCEXEMPT PURPOSES$100
ADVANCING CONNECTICUT TOGETHER
110 BARTHOLOMEW AVE SUITE 3050HARTFORDCT06106NOT RELATEDPCEXEMPT PURPOSES$5,000
AFTER SCHOOL ARTS PROGRAM
PO BOX 15WASHINGTON DEPOTCT06794NOT RELATEDPCEXEMPT PURPOSES$12,000
AMERICAN CANCER SOCIETY
270 PEACHTREE ST NW SUITE 1300ATLANTAGA30303NOT RELATEDPCEXEMPT PURPOSES$25
ANIMAL WELFARE SOCIETY
46 HOLLAND ROADKENNEBUNKME04043NOT RELATEDPCEXEMPT PURPOSES$3,000
ANN'S PLACE INC
80 SAW MILL ROADDANBURYCT06810NOT RELATEDPCEXEMPT PURPOSES$25,300
ANSONIA YOUTH CHEER
4 NANCY ROADANSONIACT06401NOT RELATEDPCEXEMPT PURPOSES$225
BBB FOUNDATION OF CT
29 BERLIN ROADCROMWELLCT06416NOT RELATEDPCEXEMPT PURPOSES$1,500
BECAUSE 4 PAWS
10 PROSPECT HILL ROADNEW MILFORDCT06776NOT RELATEDPCEXEMPT PURPOSES$400
BEDFORD AUDUBON SOCIETY
35 TODD ROADKATONAHNY10536NOT RELATEDPCEXEMPT PURPOSES$25
BIRTHRIGHT OF GREATER DANBURY
238 WHITE STREETDANBURYCT06810NOT RELATEDPCEXEMPT PURPOSES$75
BOY SCOUT TROOP 29
201 MAIN STREETFRANKLINMA02038NOT RELATEDPCEXEMPT PURPOSES$75
BOYS & GIRLS CLUB OF RIDGEFIELD
41 GOVERNOR STREETRIDGEFIELDCT06877NOT RELATEDPCEXEMPT PURPOSES$75
BROOKFIELD EDUCATION FOUNDATION
PO BOX 5047BROOKFIELDCT068045047NOT RELATEDPCEXEMPT PURPOSES$150
BROOKFIELD HIGH SCHOOL
45 LONGMEADOW HILL ROADBROOKFIELDCT06804NOT RELATEDPCEXEMPT PURPOSES$2,000
BROOKFIELD SOCIAL SERVICES
100 POCONO ROADBROOKFIELDCT06804NOT RELATEDPCEXEMPT PURPOSES$25
BROOKFIELD VOLUNTEER FIRE DEPARTMENT
92 POCONO ROADBROOKFIELDCT06804NOT RELATEDPCEXEMPT PURPOSES$100
BUILDING NEIGHBORHOODS TOGETHER
570 STATE STREETBRIDGEPORTCT06604NOT RELATEDPCEXEMPT PURPOSES$6,000
BURLINGTON CT LIONS CLUB
44 COVEY ROABURLINGTONCT06013NOT RELATEDPCEXEMPT PURPOSES$50
BUS INDUSTRY FOUNDATION OF WESTERN CT
1 IVES STREETDANBURYCT06810NOT RELATEDPCEXEMPT PURPOSES$7,500
CAMELLA'S CUPBOARD
50 EAST STREETNEW MILFORDCT06776NOT RELATEDPCEXEMPT PURPOSES$225
CANDLEWOOF DOG PARK
44 PICKETT DISTRICT ROADNEW MILFORDCT06776NOT RELATEDPCEXEMPT PURPOSES$50
CATHERINE VIOLET HUBBARD ANIMAL SANCTUARY
8 COMMERCE ROADNEWTOWNCT06470NOT RELATEDPCEXEMPT PURPOSES$50
CHADD
4221 FORBES BLVD SUITE 270LANHAMMD20706NOT RELATEDPCEXEMPT PURPOSES$25
CJR
801 PULITZER HALL 2950 BROADWAYNEW YORKNY10027NOT RELATEDPCEXEMPT PURPOSES$50
COCO'S ANIMAL RESCUE EFFORTS OF SEYMOUR
115 SILVERMINE ROADSEYMOURCT06483NOT RELATEDPCEXEMPT PURPOSES$50
COMMUNITY SOUP KITCHEN OF TORRINGTON
220 PROSPECT STREETTORRINGTONCT06790NOT RELATEDPCEXEMPT PURPOSES$125
CONNECTICUT JUNIOR REPUBLIC ASSOC INC
55 WILLIAM STREETEAST HARTFORDCT06108NOT RELATEDPCEXEMPT PURPOSES$10,000
CONNOR SHEEHAN FUND
44 STARRS RIDGE ROADREDDINGCT06896NOT RELATEDPCEXEMPT PURPOSES$125
CUB SCOUT PACK 31
56 FLORENCE STREETMARLBOROMA01752NOT RELATEDPCEXEMPT PURPOSES$100
CULTURAL ALLIANCE OF WESTERN CONNECTICUT
256 MAIN STREET 2DANBURYCT06810NOT RELATEDPCEXEMPT PURPOSES$5,000
DAILY BREAD FOOD PANTRY
25 WEST STDANBURYCT06810NOT RELATEDPCEXEMPT PURPOSES$5,650
DANBURY ANIMAL WELFARE SOCIETY
147 GRASSY PLAIN STREETBETHELCT06801NOT RELATEDPCEXEMPT PURPOSES$250
DANBURY GRASSROOTS ACADEMY
196 MAIN STREETDANBURYCT06810NOT RELATEDPCEXEMPT PURPOSES$10,000
DANBURY OLD TIMERS'
PO BOX 1113DANBURYCT06813NOT RELATEDPCEXEMPT PURPOSES$3,000
DANBURY POLICE ACTIVITIES LEAGUE
35 HAYESTOWN ROADDANBURYCT06811NOT RELATEDPCEXEMPT PURPOSES$15,000
DANBURY STUDENT AND BUSINESS CONNECTION
63 BEAVER BROOK ROADDANBURYCT06810NOT RELATEDPCEXEMPT PURPOSES$25
DANBURY WAR MEMORIAL
1 MEMORIAL DRIVEDANBURYCT06810NOT RELATEDPCEXEMPT PURPOSES$150
DANBURY WESTERNERS
PO BOX 3828DANBURYCT06813NOT RELATEDPCEXEMPT PURPOSES$1,500
DANBURY YOUTH SERVICES INC
91 WEST STREETDANBURYCT06810NOT RELATEDPCEXEMPT PURPOSES$15,150
DOMINICAN COMMUNITY CENTER
42 SEAVERNS AVEBOSTONMA02130NOT RELATEDPCEXEMPT PURPOSES$125
DOROTHY DAY HOSPITALITY HOUSE
11 SPRING STREETDANBURYCT06810NOT RELATEDPCEXEMPT PURPOSES$50
EDITH WHEELER MEMORIAL LIBRARY
733 MONROE TURNPIKEMONROECT06468NOT RELATEDPCEXEMPT PURPOSES$800
EDUCATED CANINES ASSISTING WITH DISABILITIES
149 NEWFIELD ROADWINSTEDCT06098NOT RELATEDPCEXEMPT PURPOSES$100
FAITH FOOD PANTRY
260 VICTORY HWYWEST GREENWICHRI02817NOT RELATEDPCEXEMPT PURPOSES$3,000
FAMILIES NETWORK OF WESTERN CT INC
5 LIBRARY PLACEDANBURYCT06810NOT RELATEDPCEXEMPT PURPOSES$15,100
FAMILY & CHILDREN'S AID
75 WEST STREETDANBURYCT06810NOT RELATEDPCEXEMPT PURPOSES$100
FISH
269 PECK STREETNEW HAVENCT06513NOT RELATEDPCEXEMPT PURPOSES$25
FLANDERS NATURE CENTER & LAND TRUST
5 CHURCH HILL ROADWOODBURYCT06798NOT RELATEDPCEXEMPT PURPOSES$2,000
FRIENDS IN SERVICE TO HUMANITY
269 PECK STREETNEW HAVENCT06513NOT RELATEDPCEXEMPT PURPOSES$6,000
FRIENDS OF DANBURY MUSEUM & HISTORICAL SO
43 MAIN STREETDANBURYCT06810NOT RELATEDPCEXEMPT PURPOSES$75
FRIENDS OF KAREN
118 TITICUS ROADNORTH SALEMNY10560NOT RELATEDPCEXEMPT PURPOSES$25
FRIENDS OF THE DANBURY MUSEUM AND HISTORICAL SOCIETY
15 MAIN STREETDANBURYCT06810NOT RELATEDPCEXEMPT PURPOSES$75
FRIENDSLY HANDS FOOD BANK
50 KING STREETTORRINGTONCT06790NOT RELATEDPCEXEMPT PURPOSES$50
GARDNER'S HOUSE INC
1229 ALBANY AVEHARTFORDCT06112NOT RELATEDPCEXEMPT PURPOSES$50
GIFTS OF LOVE
571 FARMINGTON AVEHARTFORDCT06105NOT RELATEDPCEXEMPT PURPOSES$3,000
GUIDING EYES FOR THE BLIND
611 GRANITE SPRINGS ROADYORKTOWN HEIGHTSNY10598NOT RELATEDPCEXEMPT PURPOSES$25
HAPPY LIFE ANIMAL RESCUE
550 NY-22PAWLINGNY12564NOT RELATEDPCEXEMPT PURPOSES$75
HEALING THE CHILDREN NORTHEAST
5528 219 KENT ROAD 20NEW MILFORDCT06776NOT RELATEDPCEXEMPT PURPOSES$25
HELLENIC INITIATIVE
750 LEXINGTON AVE 9TH FLOORNEW YORKNY10022NOT RELATEDPCEXEMPT PURPOSES$25
HOUSATONIC HABITAT FOR HUMANITY
162 WHISCONIER RDBROOKFIELDCT06804NOT RELATEDPCEXEMPT PURPOSES$10,125
HOUSATONIC RESOURCES RECOVERY AUTHORITY
162 WHISCONIER RDBROOKFIELDCT06804NOT RELATEDPCEXEMPT PURPOSES$3,500
JANE DOE NO MORE
203 CHURCH STREETNAUGATUCKCT06770NOT RELATEDPCEXEMPT PURPOSES$25
JERICHO PARTNERSHIP
13 ROSE STREETDANBURYCT06810NOT RELATEDPCEXEMPT PURPOSES$75
JUNIOR ACHIEVEMENT OF GREATER FAIRFIELD COUNTY
835 MAIN STREETBRIDGEPORTCT06604NOT RELATEDPCEXEMPT PURPOSES$25,050
KENT AFFORDABLE HOUSING
PO BOX 265KENTCT06757NOT RELATEDPCEXEMPT PURPOSES$125
KENT LIBRARY ASSOC INC
32 N MAIN STREETKENTCT06757NOT RELATEDPCEXEMPT PURPOSES$75
LATINO SCHOLARSHIP FUND
PO BOX 3355DANBURYCT06810NOT RELATEDPCEXEMPT PURPOSES$2,500
LEAGUE OF WOMEN VOTERS OF CONNECTICUT
295 WASHINGTON AVE STE 2HAMDENCT06518NOT RELATEDPCEXEMPT PURPOSES$25
LIFE BAPTIST CHURCH
660 WASHINGTON STREETDORCHESTERMA02124NOT RELATEDPCEXEMPT PURPOSES$175
LITERACY VOLUNTEERS ON THE GREEN
7 WHITTLESEY AVENUE PO BOX 366NEW MILFORDCT06776NOT RELATEDPCEXEMPT PURPOSES$12,000
LIVING BEYOND BREAST CANCER
40 MONUMENT ROAD SUITE 104BALA CYNWYDPA19004NOT RELATEDPCEXEMPT PURPOSES$75
LOAVES & FISHES HOSPITALITY HOUSE OF NM
320 SOUTHGATE COURTLAS CRUCESNM88005NOT RELATEDPCEXEMPT PURPOSES$75
LOAVES & FISHES HOSPITATLITY HOUSE OF NM
PO BOX 2065NEW MILFORDCT06776NOT RELATEDPCEXEMPT PURPOSES$3,000
MEALS ON WHEELS OF RIDGEFIELD
25 GILBERT ST 1RIDGEFIELDCT06877NOT RELATEDPCEXEMPT PURPOSES$3,000
MISHKAN DAY CAMP
77 MT PLEASANT DRIVETRUMBULLCT06611NOT RELATEDPCEXEMPT PURPOSES$1,400
NAUGATUCK YMCA
284 CHURCH STREETNAUGATUCKCT06770NOT RELATEDPCEXEMPT PURPOSES$50
NEW FAIRFIELD -SHERMAN ANIMAL WELFARE SOCIETY
223 CT-37NEW FAIRFIELDCT06812NOT RELATEDPCEXEMPT PURPOSES$50
NEW MILFORD AFFORDABLE HOUSING
7 THOMAS LANENEW MILFORDCT06776NOT RELATEDPCEXEMPT PURPOSES$10,000
NEW MILFORD ANIMAL WELFARE SOCIETY
8 DODD ROADNEW MILFORDCT06776NOT RELATEDPCEXEMPT PURPOSES$125
NEW MILFORD FOOD BANK
2 PICKET DISTRICT ROADNEW MILFORDCT06776NOT RELATEDPCEXEMPT PURPOSES$75
NORTHWESTERN CONNECTICUT YMCA
259 PROSPECT STREETTORRINGTONCT06790NOT RELATEDPCEXEMPT PURPOSES$10,250
NORWALK HOUSING FOUNDATION
24 MONROE STREETNORWALKCT06854NOT RELATEDPCEXEMPT PURPOSES$10,000
NUVANCE HEALTH
670 STONELEIGH AVECARMELNY10512NOT RELATEDPCEXEMPT PURPOSES$50,000
NYC SECOND CHANCE RESCUE
PO BOX 570701WHITESTONENY11357NOT RELATEDPCEXEMPT PURPOSES$50
OLIVER WOLCOTT LIBRARY
160 SOUTH STLITCHFIELDCT06759NOT RELATEDPCEXEMPT PURPOSES$5,100
OPEN DOORS
4 MERRITT STREETNORWALKCT06854NOT RELATEDPCEXEMPT PURPOSES$5,625
PRATT NATURE CENTER
163 PAPER MILL ROADNEW MILFORDCT06776NOT RELATEDPCEXEMPT PURPOSES$10,100
PROSPECTOR THEATER
25 PROSPECT STREETRIDGEFIELDCT06877NOT RELATEDPCEXEMPT PURPOSES$75
REGIONAL YMCA OF WESTERN CT
2 HUCKLEBERRY HILL ROADBROOKFIELDCT06804NOT RELATEDPCEXEMPT PURPOSES$20,000
RICHTER ASSOCATION FOR THE ARTS
100 AUNT HACK ROADDANBURYCT06811NOT RELATEDPCEXEMPT PURPOSES$175
RIDGEFIELD WORKSHOP FOR PERFORMING ARTS
424R MAIN STREET 2ND FLOORRIDGEFIELDCT06877NOT RELATEDPCEXEMPT PURPOSES$50
ROTARY INTERNATIONAL FOUNDATION
PO BOX 411FAIRFIELDCT06824NOT RELATEDPCEXEMPT PURPOSES$250
SAINT GREGORY THE GREAT CHURCH
2215 DORCHESTER AVEBOSTONMA02124NOT RELATEDPCEXEMPT PURPOSES$150
SCORE WESTERN CT
24 MAIN STREETNEW MILFORDCT06776NOT RELATEDPCEXEMPT PURPOSES$2,500
SHELTON LITTLE LEAGUE
418 RIVER ROADSHELTONCT06484NOT RELATEDPCEXEMPT PURPOSES$425
SOUTHBURY FOOD BANK
88 MAIN STREET SSOUTHBURYCT06488NOT RELATEDPCEXEMPT PURPOSES$5,625
ST JUDE CHILDREN'S RESEARCH HOSPITAL
313WASHINGTON STREETNEWTOWNMA02458NOT RELATEDPCEXEMPT PURPOSES$225
ST VINCENT DE PAUL MISSION OF WATERBURY INC
114 BENEDICT STREETWATERBURYCT06706NOT RELATEDPCEXEMPT PURPOSES$25
STEPPING STONES MUSEUM FOR CHILDREN
303 WEST AVENORWALKCT06850NOT RELATEDPCEXEMPT PURPOSES$10,000
SUSAN B ANTHONY PROJECT INC
179 WATER ST 1TORRINGTONCT06790NOT RELATEDPCEXEMPT PURPOSES$75
THE AMERICAN FOUNDATION FOR SUICIDE PREVENTION
199 WATER STREET 11TH FLOORNEW YORKNY10038NOT RELATEDPCEXEMPT PURPOSES$200
THE ARC OF LITCHFIELD COUNTY
314 MAIN STREETTORRINGTONCT06790NOT RELATEDPCEXEMPT PURPOSES$25
THE ARC OF THE FARMINGTON VALLEY
225 COMMERCE DRIVECANTONCT06019NOT RELATEDPCEXEMPT PURPOSES$5,000
THE CENTER FOR EMPOWERMENT AND EDUCATION
2 WEST STREETDANBURYCT06810NOT RELATEDPCEXEMPT PURPOSES$12,500
THE CENTER FOR FAMILY JUSTICE
989 COMMONWEALTH AVEBOSTONMA02215NOT RELATEDPCEXEMPT PURPOSES$10,000
THE EXCHANGE CLUB OF DANBURY
PO BOX 763DANBURYCT06813NOT RELATEDPCEXEMPT PURPOSES$1,000
THE KIDS OF SUMMER FOUNDATION
2 LITCHFIELD DRIVEAVONCT06001NOT RELATEDPCEXEMPT PURPOSES$25
THE LAST POST CAT SANCTUARY
95 BELDEN STREETFALLS VILLAGECT06031NOT RELATEDPCEXEMPT PURPOSES$50
THE LITTLE GUILD
285 SHARON-GOSHEN TURNPIKEWEST CORNWALLCT06796NOT RELATEDPCEXEMPT PURPOSES$50
THE NEW AMERICAN DREAM FOUNDATION
132 MAIN STREETDANBURYCT06810NOT RELATEDPCEXEMPT PURPOSES$3,000
THE RIDGEFIELD PLAYHOUSE
80 E RIDGE ROADRIDGEFIELDCT06877NOT RELATEDPCEXEMPT PURPOSES$7,500
THE SIMON FOUNDATION INC
120 RESCUE LANEBLOOMFIELDCT06002NOT RELATEDPCEXEMPT PURPOSES$25
THE WHEELS PROGRAM OF GREATER NM INC
40 MAIN STREETNEW MILFORDCT06776NOT RELATEDPCEXEMPT PURPOSES$25
TORRINGTON SOUP KITCHEN
220 PROSPECT STREETTORRINGTONCT06790NOT RELATEDPCEXEMPT PURPOSES$5,625
TOWN OF LITCHFIELD - SOCIAL SERVICES FOR THEIR BACK TO SCHOOL COLLECTION (F
80 DOYLE ROADBANTAMCT06750NOT RELATEDPCEXEMPT PURPOSES$100
TOWN OF MONROE - PROJECT WARMTH
7 FAN HILL ROADMONROECT06468NOT RELATEDPCEXEMPT PURPOSES$400
UNITED WAY OF WESTERN CT
301 MAIN STREET SUITE 2-5DANBURYCT06810NOT RELATEDPCEXEMPT PURPOSES$25
VILLAGE CENTER FOR THE ARTS
12 MAIN STREETNEW MILFORDCT06776NOT RELATEDPCEXEMPT PURPOSES$15,400
VILLAGE IMPROVEMENT SOCIETY
PO BOX 203WASHINGTON DEPOTCT06794NOT RELATEDPCEXEMPT PURPOSES$5,000
WALNUT HILL COMMUNITY FOOD PANTRY
156 WALNUT HULL ROADBETHELCT06801NOT RELATEDPCEXEMPT PURPOSES$475
WASHINGTON COMMUNITY FUND
1325 G ST NW 480WASHINGTONDC20005NOT RELATEDPCEXEMPT PURPOSES$5,000
WATERBURY POLICE ACTIVITY LEAGUE
65 DIVISION STREETWATERBURYCT06704NOT RELATEDPCEXEMPT PURPOSES$50
WCSU
181 WHITE STREETDANBURYCT06810NOT RELATEDPCEXEMPT PURPOSES$2,500
WOODBURY LIONS CLUB FOUNDATION
281 MAIN STREET SOUTHWOODBURYCT06798NOT RELATEDPCEXEMPT PURPOSES$50
YWCA OF GREATER NEW BRITAIN - BERLIN EQUITY ACTION TEAM
19 FRANKLIN SQUARENEW BRITAINCT06051NOT RELATEDPCEXEMPT PURPOSES$150
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$437,275TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$230,640ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$34,380ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$196,260ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$196,260TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1UNION SAVINGS BANKBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 647AddressLine1Txt
CityDANBURYCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06813ZIPCd
FieldValueIRS element (for citing)
Total Contributions$226,200TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
AUDIT FEE$9,700$0$9,700
TAX PREPARATION FEE$3,000$0$3,000

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondMUTUAL FUNDSBondNm
EOY Book Value$10,006,742EOYBookValueAmt
EOYFMV$10,006,742EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescACCRUED INTEREST RECEIVABLEDesc
BOY Book Value$982BOYBookValueAmt
EOY Book Value$0EOYBookValueAmt
EOYFMV$0EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CT FILING FEE$50$0$50
QB SUBSCRIPTION FEE$242$0$242

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN/(LOSS) ON INVESTMENTSDesc
Amt$1,212,705Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXESCategoryTxt
Amt$4,000Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt