WESTBROOK FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- WESTBROOK FOUNDATION INC (EIN 22-2549826)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-09
- IRS object ID
- 202412839349100411
- 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
- Form 990-PF
- Accounting Fees Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-09T09:56:20-07:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 061533072 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WollackLewitz LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 36 Elm Street | AddressLine1Txt |
| City | Old Saybrook | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06475 | 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 | 222549826 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTBROOK FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WEST | BusinessNameControlTxt |
| Phone | 8603998676 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 528 | AddressLine1Txt |
| City | Westbrook | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06498 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL WINCH | PersonNm |
| Person Title | Chairman | PersonTitleTxt |
| Signature | 2024-10-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH J WOLLACK CPA | PreparerPersonNm |
| PTIN | P01217255 | PTIN |
| Phone | 8603884451 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,583,337 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $5,129 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $324,504 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $324,504 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $324,504 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $109,584 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,764,478 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $109,584 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $109,584 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $439,217 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $434,088 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $434,088 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $1,500 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $17,550 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $88,760 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $63,682 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $10,713 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $15,000 | TaxesRevAndExpnssAmt |
| Printing And Pub Rev And Expnss | $9,852 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $8,867 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $12,493 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $1,890 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $145,155 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $63,682 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $21,470 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $400,660 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $400,660 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $545,815 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $63,682 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $422,130 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$106,598 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $370,406 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $434,088 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $333,193 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $159,583 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $159,583 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,574,793 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,465,892 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,669,287 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,837,188 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,988,232 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,431,767 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $255,447 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $285,258 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $322,700 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $9,000,621 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,898,965 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,583,337 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $392,472 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $397,080 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $8,608,149 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $8,501,885 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,000,621 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,898,965 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,000,621 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,898,965 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,000,621 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$106,598 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,942 | OtherIncreasesAmt |
| Subtotal | $8,898,965 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $8,898,965 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SALE OF PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2023-01-01 | AcquiredDt |
| Sold | 2023-12-31 | SoldDt |
| Gross Sales Price | $1,764,478 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,654,894 | CostOrOtherBasisAmt |
| Gain Or Loss | $109,584 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $109,584 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $109,584 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $109,584 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,149 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,149 | SubtotalAmt |
| Tax Based On Investment Income | $5,149 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $18,646 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $18,646 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $13,497 | OverpaymentAmt |
| Applied To ES Tax | $13,497 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.westbrookfoundation.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAUL WINCH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8603041757 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 195 DENNISON ROAD | AddressLine1Txt |
| City | WESTBROOK | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06498 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| JOAN ANGELINI | ||||||
| PO BOX 528 | WESTBROOK | CT | 06498 | Director | 1.00 | $0 |
| MIKE ENGELS | ||||||
| PO BOX 528 | WESTBROOK | CT | 06498 | VICE CHAIR | 1.00 | $0 |
| JULIE CAMPBELL | ||||||
| PO BOX 528 | WESTBROOK | CT | 06498 | Director | 1.00 | $0 |
| KATHLEEN CIETANNO | ||||||
| PO BOX 528 | WESTBROOK | CT | 06498 | Director | 1.00 | $0 |
| PAUL WINCH | ||||||
| PO BOX 528 | WESTBROOK | CT | 06498 | CHAIRPERSON | 2.00 | $0 |
| JEFF DICKEY | ||||||
| PO BOX 528 | WESTBROOK | CT | 06498 | Treasurer | 3.00 | $0 |
| SID HOLBROOK | ||||||
| PO BOX 528 | WESTBROOK | CT | 06498 | Director | 1.00 | $0 |
| AN-MING TRUXES | ||||||
| PO BOX 528 | WESTBROOK | CT | 06498 | Secretary | 1.00 | $0 |
| TIFFINI HOVEY | ||||||
| PO BOX 528 | WESTBROOK | CT | 06498 | Director | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORGAN STANLEY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 433 SOUTH MAIN ST 100 | AddressLine1Txt |
| City | WEST HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $63,682 | CompensationAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $10,386,862 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $308,937 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,695,799 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $10,695,799 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $160,437 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,535,362 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $526,768 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $526,768 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,149 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,149 | TotalTaxAmt |
| Distributable Before Adj | $521,619 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $4,942 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $526,561 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $526,561 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $422,130 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $422,130 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $526,561 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $256,013 | UndistributedIncomePYAmt |
| Qualifying Distributions | $422,130 | QualifyingDistributionsAmt |
| Applied To Year1 | $256,013 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $166,117 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $360,444 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | WESTBROOK FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 528 | AddressLine1Txt |
| City | WESTBROOK | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06498 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8603998676 | RecipientPhoneNum |
| Recipient Email Address | GRANTS@WESTBROOKFOUNDATION.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | THERE IS A GRANT APPLICATION FORM THAT CAN BE FOUND ON THEIR WEBSITE: WESTBROOKFOUNDATION.ORG/GRANTS/ | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APRIL 1 AND OCTOBER 1 | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE OFFERED TO ELIGIBLE ORGANIZATIONS THAT PROVIDE PROGRAMS AND SERVICES TO FULFILL THE NEEDS OF THE MISSION OF THE FOUNDATION (MEDICAL, EDUCATIONAL, SOCIAL WELFARE, CULTURAL, RECREATIONAL, AND CIVIC NEEDS OF THE CITIZENS OF THE TOWN OF WESTBROOK). | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (85 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| First Congregational Church of West | |||||||
| PO Box E | Westb | CT | 06498 | None | PC | GRANT FOR FELLOWSHIP HALL AIR CONDITIONING | $26,560 |
| Town of Westbrook | |||||||
| 866 BOSTON POST ROAD | WESTBROOK | CT | 06498 | None | GOV | GRANTS TO BENEFIT THE RESIDENTS OF THE TOWN OF WESTBROOK | $22,823 |
| HIGH HOPES THERAPEUTIC RIDING | |||||||
| 36 TOWN WOODS ROAD | OLD LYME | CT | 06371 | None | PC | SCHOLARSIP ASSISTANCE | $2,500 |
| DANIEL GENOVESE | |||||||
| BOSTON COLLEGE 140 COMMONWEALTH AVE | CHESTNUT HILL | MA | 02467 | None | I | COLLEGE SCHOLARSHIP | $2,500 |
| HALLEY PIERSON | |||||||
| U OF NEW HAMPSHIRE 11 GARRISON AVE | DURHAM | NH | 03824 | None | I | COLLEGE SCHOLARSHIP | $4,250 |
| JAMES GRACE | |||||||
| SCSU 501 CRESCENT ST | NEW HAVEN | CT | 06515 | None | I | COLLEGE SCHOLARSHIP | $2,500 |
| MACLEAN SARR | |||||||
| 158 CAPTAINS DRIVE | WESTBROOK | CT | 06498 | None | I | COLLEGE SCHOLARSHIP | $4,400 |
| MICHAEL VALIANTE | |||||||
| UCONN 233 GLENBROOK RD | STORRS | CT | 06269 | None | I | COLLEGE SCHOLARSHIP | $4,500 |
| MAYTE CALLE-CHURAI | |||||||
| SCSU 501 CRESCENT ST | NEW HAVEN | CT | 06515 | None | I | COLLEGE SCHOLARSHIP | $2,500 |
| RYAN ENGELS | |||||||
| UCONN 233 GLENBROOK RD | STORRS | CT | 06269 | None | I | COLLEGE SCHOLARSHIP | $1,000 |
| SAMANTHA NUNEZ | |||||||
| RI COLLEGE 600 MT PLEASANT AVE | PROVIDENCE | RI | 02908 | None | I | COLLEGE SCHOLARSHIP | $6,000 |
| SOFIA FERRUCI | |||||||
| UNIV OF MARYLAND 7809 REGENTS DR | COLLEGE PARK | MD | 20742 | None | I | COLLEGE SCHOLARSHIP | $2,500 |
| VINCENT NACCARATO | |||||||
| UCONN 233 GLENBROOK RD | STORRS | CT | 06269 | None | I | COLLEGE SCHOLARSHIP | $1,500 |
| SHORELINE SOUP KITCHEN | |||||||
| 336 MAIN STREET | OLD SAYBROOK | CT | 06475 | None | PC | FEED THOSE IN NEED | $25,000 |
| ST PAUL'S CHURCH WESTBROOK | |||||||
| 53 S MAIN ST | WESTBROOK | CT | 06498 | None | PC | General Use | $20,935 |
| SARAH INC | |||||||
| 1620 BOSTON POST RD 200 | WESTBROOK | CT | 06498 | None | PC | General Use | $5,000 |
| SAMANTHA SHARPE | |||||||
| UNIV OF RI 6 RHODY RAM WAY | KINGSTON | RI | 02881 | None | I | College Scholarship | $2,500 |
| ALEXANDRIA YOUNG | |||||||
| 40 SAGAMORE TERRACE SOUTH | WESTBROOK | CT | 06498 | None | I | SCHOLARSHIP | $1,250 |
| HEVER GOMEZ | |||||||
| UVA PO BOX 400204 | CHARLOTTESVILLE | VA | 22904 | None | I | College Scholarship | $5,000 |
| JACQUELINE LEAKE | |||||||
| BOSTON COLLEGE 140 COMMONWEALTH AVE | CHESTNUT HILL | MA | 02467 | None | I | College Scholarship | $4,500 |
| JONATHAN BRAJCZEWSKI | |||||||
| U OF RI 6 RHODY RAM WAY | KINGSTON | RI | 02881 | None | I | College Scholarship | $2,000 |
| MADELINE SHAW | |||||||
| 176 DENNISON RD | WESTBROOK | CT | 06498 | None | I | College Scholarship | $1,750 |
| MICHAEL COX | |||||||
| CCSU PO BOX 4010 | NEW BRITAIN | CT | 06050 | None | I | College Scholarship | $1,500 |
| MIKE CAGUANA | |||||||
| UCONN 233 GLENBROOK RD | STORRS | CT | 06269 | None | I | College Scholarship | $4,250 |
| OLIVIA BERNARD | |||||||
| ALBERTUS MAGNUS U 700 PROSPECT ST | NEW HAVEN | CT | 06511 | None | I | College Scholarship | $6,000 |
| SAFE HARBOR | |||||||
| 135 MALABAR DRIVE | WESTBROOK | CT | 06498 | None | PC | TO SUPPORT FACILITY IMPROVEMENTS. | $27,915 |
| WESTBROOK LITTLE LEAGUE | |||||||
| PO BOX 614 | WESTBROOK | CT | 06498 | None | PC | NEW UNIFORMS AND COACHING ATTIRE | $5,545 |
| JUNIOR ACHIEVEMENT OF SW NEW ENGLAN | |||||||
| 70 FARMINGTON AVENUE | HARTFORD | CT | 06105 | None | PC | ECONOMIC EMPOWERMENT FOR WESTBROOK STUDENTS | $8,000 |
| COLIN HEILMANN | |||||||
| c/o 315 TURNPIKE STREET | NORTH ANDOVER | MA | 01845 | None | 1 | COLLEGE SCHOLARSHIP | $4,750 |
| JACOB PERREAULT | |||||||
| U OF DELAWARE 30 LOVETT AVE | NEWARK | DE | 19716 | None | 1 | COLLEGE SCHOLARSHIP | $2,500 |
| LAUREN HORNE | |||||||
| PO BOX 183248 | COLUMBUS | OH | 43218 | None | 1 | COLLEGE SCHOLARSHIP | $3,000 |
| MARGARET IZZO | |||||||
| UCONN 233 GLENBROOK RD | STORRS | CT | 06269 | None | 1 | COLLEGE SCHOLARSHIP | $4,000 |
| SOPHIA RUTKIS | |||||||
| CCSU PO BOX4010 | NEW BRITAIN | CT | 06050 | None | 1 | COLLEGE SCHOLARSHIP | $2,500 |
| MICAYLA MALCHIODI | |||||||
| UNIV OF TEMPA 401 W KENNEDY BLVS | TEMPA | FL | 33606 | None | I | COLLEGE SCHOLARSHIP | $500 |
| MARGUERITE BARTLETT | |||||||
| C/O WHEATON COLLEGE26 EAST MAIN ST | NORTON | MA | 02766 | None | I | COLLEGE SCHOLARSHIP | $3,000 |
| MAKAYLA BAVERLY | |||||||
| C/O ST MICHAELS COLLEGE WINOOSKI | COLCHESTER | VT | 05439 | None | I | COLLEGE SCHOLARSHIP | $4,000 |
| MARLEE ARCHER | |||||||
| UCONN 233 GLENBROOK RD | STORRS | CT | 06269 | None | I | COLLEGE SCHOLARSHIP | $2,000 |
| CIERRA BRUNDAGE | |||||||
| SCSU 501 CRESCENT STREET | NEW HAVEN | CT | 06515 | None | I | COLLEGE SCHOLARSHIP | $2,250 |
| MYAN NGUYEN | |||||||
| BROWN UNIVERSITY 69 BROWN ST 2/F | PROVIDENCE | RI | 02912 | None | I | COLLEGE SCHOLARSHIP | $2,500 |
| SARAH DAVEY | |||||||
| UCONN 233 GLENBROOK RD | STORRS | CT | 06269 | None | I | COLLEGE SCHOLARSHIP | $5,250 |
| LOGAN DAZEY | |||||||
| UMASS 100 MIRRISEY BLVD | BOSTON | MA | 02125 | None | I | COLLEGE SCHOLARSHIP | $4,250 |
| EMMA BAXTER | |||||||
| UMISSISSIPPI PO BOX 1848 | UNIVERSITY | MS | 38677 | None | I | COLLEGE SCHOLARSHIP | $8,250 |
| JULIANA FABRIZI | |||||||
| ECSU 83 WINDHAM ST | WILLIMANTIC | CT | 06226 | None | I | COLLEGE SCHOLARSHIP | $2,000 |
| JULIA FARNOLI | |||||||
| UCONN253 GLENBROOK RD | STORRS | CT | 06269 | None | I | COLLEGE SCHOLARSHIP | $1,500 |
| SAMUEL FREEMAN | |||||||
| UCONN 253 GLENBROOK RD | STORRS | CT | 06269 | None | I | COLLEGE SCHOLARSHIP | $1,500 |
| JOHN GRACE | |||||||
| SCSU 501 CRESCENT ST | NEW HAVEN | CT | 06515 | None | I | COLLEGE SCHOLARSHIP | $2,500 |
| OLIVIA HARTZELL | |||||||
| BELMONT U/1900 BELMONT BLVD | NASHVILLE | TN | 37212 | None | I | COLLEGE SCHOLARSHIP | $1,000 |
| LAVINNIA NAZARETH | |||||||
| CCSU PO BOX 4010 | NEW BRITAIN | CT | 06050 | None | I | COLLEGE SCHOLARSHIP | $6,000 |
| ALEXANDRA KOPLAS | |||||||
| UNIV OF NOTRE DAME 115 MAIN BUILDI | NOTRE DAME | IN | 46556 | None | I | COLLEGE SCHOLARSHIP | $4,000 |
| GABRIELA SPASH | |||||||
| CCSU PO BOX 4010 | NEW BRITAIN | CT | 06050 | None | I | COLLEGE SCHOLARSHIP | $1,500 |
| MADISON LIBERATORE | |||||||
| PROVIDENCE COLLEGE1 CUNNINGHAM SQ | PROVIDENCE | RI | 02918 | None | I | COLLEGE SCHOLARSHIP | $2,000 |
| ANDREW LIVINGSTONE | |||||||
| GATEWAY 20 CHURCH ST | NEW HAVEN | CT | 06510 | None | I | COLLEGE SCHOLARSHIP | $1,500 |
| JESSE MCGANNON | |||||||
| GEORGETOWN U37TH AND O ST NW | WASHINGTON | DC | 20057 | None | I | COLLEGE SCHOLARSHIP | $2,500 |
| MICHAEL VON EHR | |||||||
| SCSU 501 CRESCENT ST | NEW HAVEN | CT | 06515 | None | I | COLLEGE SCHOLARSHIP | $2,000 |
| MASON MALCHIODI | |||||||
| UNIV OF TAMPA 401 W KENNEDY BLVD | TAMPA | FL | 33606 | None | I | COLLEGE SCHOLARSHIP | $500 |
| JACK NACCARATO | |||||||
| UCONN 233 GLENBROOK RD | STORRS | CT | 06269 | None | I | COLLEGE SCHOLARSHIP | $1,000 |
| KENDALL ORLOWSKI | |||||||
| UNIV OF NEW HAMPSHIRE | DURHAM | NH | 03824 | None | I | COLLEGE SCHOLARSHIP | $750 |
| DANIEL RIPPENICKER | |||||||
| VA PLOYTECHNIC800 WASHINGTON ST SW | BLACKSBURG | VA | 24061 | None | I | COLLEGE SCHOLARSHIP | $3,000 |
| JAMI SACCO | |||||||
| UCONN 233 GLENBROOK RD | STORRS | CT | 06269 | None | I | COLLEGE SCHOLARSHIP | $9,750 |
| LYDIA MARVIN | |||||||
| CONNECTICUT COLLEGE 270 MOHEGAN AVE | NEW LONDON | CT | 06320 | None | I | COLLEGE SCHOLASHIP | $2,500 |
| ALEXANDRA ZANZALARI | |||||||
| UCONN 233 GLENBROOK RD | STORRS | CT | 06269 | None | I | COLLEGE SCHOLARSHIP | $1,500 |
| MACKENZIE MARSHALL | |||||||
| SCSU 501 CRESCENT STREET | NEW HAVEN | CT | 06515 | None | I | COLLEGE SCHOLARSHIP | $1,750 |
| NICHOLAS UZZO | |||||||
| CLEMSON UNIV BOX345307 | CLEMSON | SC | 29634 | None | I | COLLEGE SCHOLARSHIP | $1,000 |
| BENJAMIN WALLACE | |||||||
| UNIV OF N CAROLINA 9201 UNIVERSITY | CHARLOTTE | NC | 28223 | None | I | COLLEGE SCHOLARSHIP | $2,000 |
| IAN WHITEHOUSE | |||||||
| AMERICAN U 4400 MASS AVE NW | WASHINGTON | DC | 20016 | None | I | COLLEGE SCHOLARSHIP | $750 |
| MACKENZIE TRUE | |||||||
| U OF DELAWARE 30 LOVETT AVE | NEWARK | DE | 19716 | None | I | COLLEGE SCHOLARSHIP | $2,500 |
| MICHAEL SHARPE | |||||||
| UCONN 233 GLENBROOK RD | STORRS | CT | 06269 | None | I | COLLEGE SCHOLARSHIP | $2,500 |
| MICHELA CIERI | |||||||
| SALVE REGINA UNIV 100 OCHRE POINT A | NEWPORT | RI | 02840 | None | I | COLLEGE SCHOLARSHIP | $1,500 |
| ST MARKS R C CHURCH | |||||||
| 222 MCBEAGH RD | WESTBROOK | CT | 06498 | None | PC | GENERAL USE | $3,000 |
| WESTBROOK CONSERVATION COMMISSION | |||||||
| 866 BOSTON POST ROAD | WESTBROOK | CT | 06498 | None | GOV | GENERAL USE | $3,673 |
| A LITTLE COMPASSION INC | |||||||
| 162 MAIN STREET | DEEP RIVER | CT | 06417 | None | PC | GENERAL USE | $3,000 |
| ADRIANA STRANIERI | |||||||
| UCONN 233 GLENBROOK ROAD | STORRS | CT | 06269 | None | I | COLLEGE SCHOLARSHIP | $8,000 |
| ALLISON BRAJCZEWSKI | |||||||
| ENDICOTT COLLEGE PO BOX 415568 | BOSTON | MA | 02241 | None | I | COLLEGE SCHOLARSHIP | $2,500 |
| AVA CIARCIA | |||||||
| UCONN 233 GLENBROOK RD | STORRS | CT | 06269 | None | I | COLLEGE SCHOLARSHIP | $2,500 |
| AVA KALUSKI | |||||||
| CCSU PO BOX 4010 | NEW BRITIAN | CT | 06050 | None | I | COLLEGE SCHOLARSHIP | $2,000 |
| BRANDON NACCARATO | |||||||
| UCONN 233 GLENBROOK ROAD | STORRS | CT | 06269 | None | I | COLLEGE SCHOLARSHIP | $1,500 |
| CARLEY THOMPSON | |||||||
| ECSU 83 WINDHAM ST | WILLIAMANTIC | CT | 06226 | None | I | COLLEGE SCHOLARSHIP | $1,500 |
| CAROLINE BENZI | |||||||
| WCSU 181 WHITE ST | DANBURY | CT | 06810 | None | I | COLLEGE SCHOLARSHIP | $2,500 |
| CAROLINE DIAS | |||||||
| SCSU 501 CRESCENT ST | NEW HAVEN | CT | 06515 | None | I | COLLEGE SCHOLARSHIP | $4,500 |
| CATHERINE MARINO | |||||||
| SCSU 501 CRESCENT STREET | NEW HAVEN | CT | 06515 | None | I | COLLEGE SCHOLARSHIP | $300 |
| DELANEY BELCOURT | |||||||
| QUINNIPIAC U 275 MOUNT CARMEL AVE | HAMDEN | CT | 06518 | None | I | COLLEGE SCHOLARSHIP | $1,500 |
| ENZO ADORNO | |||||||
| RIT 25 LOMB MEMORIAL DRIVE | ROCHESTER | NY | 14623 | None | I | COLLEGE SCHOLARSHIP | $4,500 |
| EVAN PERRONE-GRAY | |||||||
| U OF NEW HAVEN 300 BOSTON POST RD | WEST HAVEN | CT | 06515 | None | I | COLLEGE SCHOLARSHIP | $2,500 |
| FORREST NELSON | |||||||
| CCSU PO BOX 4010 | NEW BRITAIN | CT | 06050 | None | I | COLLEGE SCHOLARSHIP | $1,500 |
| WESTBROOK BD OF EDUCATION | |||||||
| 158 MCVEAGH ROAD | WESTBROOK | CT | 06498 | None | GOV | WELDING PROGRAM | $43,259 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $400,660 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $324,504 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $109,584 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $434,088 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $434,088 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $17,550 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legal Fees | $1,500 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| MISCELLANEOUS | $3,770 | |
| OFFICE EXPENSE | $5,472 | |
| POSTAGE | $1,151 | |
| PUBLICITY | $2,100 | $1,890 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURN OF UNUSED GRANTS | Desc |
| Amt | $4,942 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CLERICAL FEES | $24,298 | $0 | $0 | $10,713 |
| INVESTMENT FEES | $63,682 | $63,682 | $0 | $0 |
| WEBSITE DESIGN | $780 | $0 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF sECTION 4940 Tax | CategoryTxt |
| Amt | $15,000 | Amt |