LIBERTY BANK FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- LIBERTY BANK FOUNDATION (EIN 06-1479957)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-06-12
- IRS object ID
- 202321639349100502
- Schema version
- 2022v5.0
- 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 Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-06-12T07:32:33-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 | 2023-06-08 | 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 | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LORI ROTHE YOKOBOSKY CPA | PreparerPersonNm |
| PTIN | P01273422 | PTIN |
| Phone | 9732283500 | PhoneNum |
| Preparation | 2023-06-01 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | 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 | $27,822,984 | 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 | $2,000,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $505,196 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $505,196 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $245,504 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $13,012,195 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $245,504 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,750,700 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $750,700 | 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 | $172,088 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $172,088 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $11,231 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $11,231 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $183,319 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $172,088 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,231 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,481,952 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,549,952 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,665,271 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $172,088 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,561,183 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,085,429 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $578,612 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,062,163 | CashBOYAmt |
| Cash EOY | $938,914 | CashEOYAmt |
| Cash EOYFMV | $938,914 | CashEOYFMVAmt |
| Corporate Stock BOY | $23,321,315 | CorporateStockBOYAmt |
| Corporate Stock EOY | $18,747,044 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $18,747,044 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $8,329,756 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $8,137,026 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $8,137,026 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $32,713,234 | TotalAssetsBOYAmt |
| Total Assets EOY | $27,822,984 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $27,822,984 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $27,053 | AccountsPayableBOYAmt |
| Grants Payable BOY | $108,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $40,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $135,053 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $40,000 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $32,578,181 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $27,782,984 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $32,578,181 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $27,782,984 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $32,713,234 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $27,822,984 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $32,578,181 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,085,429 | ExcessRevenueOverExpensesAmt |
| Other Increases | $29,776 | OtherIncreasesAmt |
| Subtotal | $33,693,386 | SubtotalAmt |
| Other Decreases | $5,910,402 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $27,782,984 | 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 | $13,012,195 | GrossSalesPriceAmt |
| Cost Or Other Basis | $12,766,691 | CostOrOtherBasisAmt |
| Gain Or Loss | $245,504 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $245,504 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $245,504 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,043 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,043 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,043 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $50,920 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $50,920 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $61 | EsPenaltyAmt |
| Overpayment | $42,816 | OverpaymentAmt |
| Applied To ES Tax | $10,000 | AppliedToESTaxAmt |
| Refund | $32,816 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | Yes (1) | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | 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 (17 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 |
|---|---|---|---|---|---|---|---|---|
| CATINA CABAN-OWEN | ||||||||
| 245 LONG HILL ROAD | MIDDLETOWN | CT | 06457 | OUTGOING DIRECTOR | 1.20 | $0 | $0 | $0 |
| CHANDLER HOWARD | ||||||||
| 245 LONG HILL ROAD | MIDDLETOWN | CT | 06457 | OUTGOING CHAIRMAN | 1.20 | $0 | $0 | $0 |
| 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 | ASSISTANT SECRETARY | 1.20 | $0 | $0 | $0 |
| JACQUELINE NELSON | ||||||||
| 245 LONG HILL ROAD | MIDDLETOWN | CT | 06457 | OUTGOING DIRECTOR | 1.20 | $0 | $0 | $0 |
| JAMES MENGACCI | ||||||||
| 245 LONG HILL ROAD | MIDDLETOWN | CT | 06457 | OUTGOING DIRECTOR | 1.20 | $0 | $0 | $0 |
| KATHY DOUCETTE | ||||||||
| 245 LONG HILL ROAD | MIDDLETOWN | CT | 06457 | TREASURER | 1.20 | $0 | $0 | $0 |
| MARK R GINGRAS | ||||||||
| 245 LONG HILL ROAD | MIDDLETOWN | CT | 06457 | OUTGOING DIRECTOR | 1.20 | $0 | $0 | $0 |
| MINNIE SALEH | ||||||||
| 245 LONG HILL ROAD | MIDDLETOWN | CT | 06457 | DIRECTOR | 1.20 | $0 | $0 | $0 |
| PAUL YOUNG | ||||||||
| 245 LONG HILL ROAD | MIDDLETOWN | CT | 06457 | OUTGOING 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 |
| WILFREDO NIEVES | ||||||||
| 245 LONG HILL ROAD | MIDDLETOWN | CT | 06457 | OUTGOING VICE CHAIRMAN | 1.20 | $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 | $172,088 | 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 | $28,080,775 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $829,822 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $28,910,597 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $28,910,597 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $433,659 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $28,476,938 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,423,847 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,423,847 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,043 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,043 | TotalTaxAmt |
| Distributable Before Adj | $1,415,804 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,415,804 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,415,804 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,561,183 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,561,183 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,415,804 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $253,171 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $545,199 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $55,996 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $256,576 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $1,110,942 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,561,183 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,415,804 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $145,379 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,256,321 | 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 | $253,171 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,003,150 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $545,199 | ExcessFromYear4Amt |
| Excess From Year3 | $55,996 | ExcessFromYear3Amt |
| Excess From Year2 | $256,576 | ExcessFromYear2Amt |
| Excess From Current Year | $145,379 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LIBERTY BANK | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE LIBERTY BANK FOUNDATION INC | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 LONG HILL ROAD | AddressLine1Txt |
| City | MIDDLETOWN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06457 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8603447222 | RecipientPhoneNum |
| Form And Info And Materials | HTTPS://WWW.LIBERTY-BANK.COM/YOUR-COMMUNITY/LIBERY-BANK-FOUNDATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (126 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ACHIEVE HARTFORD | ||||||
| 1429 PARK ST UNIT 114 | HARTFORD | CT | 06106 | PC | TO SUPPORT THE ALL IN! COALITION FOR COLLEGE & CAREER READINESS | $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 | 06032 | PC | TO SUPPORT HURRICANE IAN RELIEF EFFORTS | $5,000 |
| AMERICAN RED CROSS CONNECTICUT CHAPTER | ||||||
| 209 FARMINGTON AVENUE | FARMINGTON | CT | 06032 | PC | TO SUPPORT RELIEF EFFORTS IN UKRAINE | $25,000 |
| ARTS FOR LEARNING CT | ||||||
| 1 EVERGREEN AVE SUITE 33 | HAMDEN | CT | 06518 | PC | TO SUPPORT HIGHER ORDER THINKING (HOT) SCHOOLS AT CHURCH ST ELEMENTARY SCHOOL IN HAMDEN | $5,000 |
| BEAT THE STREET COMMUNITY CENTER INC | ||||||
| 121 SOUTH COLONY ST | MERIDEN | CT | 06450 | PC | TO SUPPORT THE CAREER EXPLORER PROGRAM | $3,500 |
| BOYS & GIRLS CLUB OF BRISTOL FAMILY CENTER | ||||||
| 255 WEST STREET | BRISTOL | CT | 06010 | PC | TO SUPPORT THE POWER HOUR: MAKING MINUTES COUNT PROGRAM | $20,000 |
| BOYS & GIRLS CLUB OF GREATER WATERBURY | ||||||
| 1037 EAST MAIN STREET | WATERBURY | CT | 06705 | PC | TO SUPPORT THE AFTERSCHOOL STEM PROGRAM | $7,200 |
| BOYS & GIRLS CLUB OF HARTFORD | ||||||
| 170 SIGOURNEY STREET | HARTFORD | CT | 06105 | PC | TO SUPPORT THE SUMMER TEEN PROGRAM - THE CLUB | $25,000 |
| BOYS & GIRLS CLUB OF MERIDEN | ||||||
| 15 LINCOLN ST | MERIDEN | CT | 06451 | PC | TO SUPPORT THE CAREER EXPLORERS PROGRAM | $10,000 |
| BOYS & GIRLS CLUB OF NEW BRITAIN INC | ||||||
| 150 WASHINGTON STREET | NEW BRITAIN | CT | 06051 | PC | TO SUPPORT THE HOMEWORK CLUB/POWER HOUR PROGRAM | $5,000 |
| BOYS & GIRLS CLUB OF NEW HAVEN | ||||||
| 253 COLUMBUS AVENUE | NEW HAVEN | CT | 06519 | PC | TO SUPPORT THE ACADEMIC SUCCESS AND WORKFORCE READINESS PROGRAM | $15,000 |
| BOYS & GIRLS CLUB OF NEW HAVEN | ||||||
| 253 COLUMBUS AVENUE | NEW HAVEN | CT | 06519 | PC | TO SUPPORT THE SUMMER BRAIN GAIN IN NEW HAVEN: ADDRESSING SUMMER LEARNING LOSS FOR BIPOC, LOW-INCOME YOUTH | $15,000 |
| BOYS & GIRLS CLUB OF THE LOWER NAUGATUCK VALLEY | ||||||
| 1 POSITIVE PLACE | SHELTON | CT | 06484 | PC | TO SUPPORT THE WORKFORCE DEVELOPMENT PROGRAM | $5,000 |
| BOYS & GIRLS CLUB OF WEST SPRINGFIELD | ||||||
| 615 MAIN STREET | WEST SPRINGFIELD | MA | 01089 | PC | TO SUPPORT SOCIAL EMOTIONAL LEARNING | $25,000 |
| BRIDGE TO SUCCESS COMMUNITY PARTNERSHIP | ||||||
| 100 NORTH ELM STREET 2ND FLOOR | WATERBURY | CT | 06723 | PC | TO PROVIDE BACKBONE SUPPORT FOR BOOST! WATERBURY | $10,000 |
| BUILDING NEIGHBORHOODS TOGETHER | ||||||
| 570 STATE STREET | BRIDGEPORT | CT | 06604 | PC | TO SUPPORT THE EMPOWERMENT RESOURCE ACADEMY FIRST TIME HOMEBUYER PROGRAM | $15,000 |
| BUSINESS INDUSTRY FOUNDATION OF MIDDLESEX COUNTY | ||||||
| 393 MAIN STREET | MIDDLETOWN | CT | 06457 | PC | TO SUPPORT THE HAL KAPLAN MIDDLETOWN MENTOR PROGRAM 2022-2023 SCHOOL YEAR | $4,950 |
| BUSINESS INDUSTRY FOUNDATION OF MIDDLESEX COUNTY | ||||||
| 393 MAIN STREET | MIDDLETOWN | CT | 06457 | PC | TO SUPPORT THE MIDDLETOWN SUMMER YOUTH EMPLOYMENT PROGRAM | $5,000 |
| CAPITAL FOR CHANGE | ||||||
| 10 ALEXANDER DRIVE | WALLINGFORD | CT | 06492 | PC | TO SUPPORT GENERAL OPERATING EXPENSES | $5,000 |
| CATHOLIC CHARITIES ARCHDIOCESE OF HARTFORD | ||||||
| 331 MAIN STREET | NORWICH | CT | 063605836 | PC | TO SUPPORT THE FINANCIAL EMPOWERMENT PROGRAM | $5,000 |
| CENTER FOR FINANCIAL TRAINING INTERNATIONAL | ||||||
| 245 NE 4TH STREET ROOM 3704-10 | MIAMI | FL | 33132 | PC | TO SUPPORT THE FUTURES BANKERS & FINANCIAL PROFESSIONALS CAMP | $6,000 |
| CHAMBER OF COMMERCE OF EASTERN CONNECTICUT INC | ||||||
| 914 HARTFORD TURNPIKE SUITE 206 | WATERFORD | CT | 06385 | PC | TO SUPPORT THE REGIONAL INNOVATION CENTER PROGRAM - ENTREPRENEUR ACADEMY | $15,000 |
| CHILDREN'S COMMUNITY SCHOOL | ||||||
| 31 WOLCOTT STREET | WATERBURY | CT | 06702 | PC | TO SUPPORT THE SUMMER BRIDGES ENRICHMENT PROGRAM | $5,000 |
| CITY SEED | ||||||
| 817 GRAND AVE | NEW HAVEN | CT | 06511 | PC | TO SUPPORT EARLY STAGE FOOD ENTREPRENEURS THROUGH CITY SEED INCUBATES | $5,000 |
| CLICK INC | ||||||
| 41 CLUB ROAD | WINDHAM | CT | 06280 | PC | TO SUPPORT THE MINORITY MICRO BUSINESS PROGRAM | $5,000 |
| COLLAB INCORPORATED | ||||||
| PO BOX 38 | NEW HAVEN | CT | 06513 | PC | TO SUPPORT THE COLLAB ACCELERATOR IN GREATER NEW HAVEN | $5,000 |
| COLUMBUS HOUSE INC | ||||||
| PO BOX 7093 | NEW HAVEN | CT | 065191806 | PC | TO SUPPORT THE MIDDLESEX FAMILY SHELTER AND THE WALLINGFORD EMERGENCY SHELTER | $10,000 |
| COMMUNITY FOUNDATION OF EASTERN CONNECTICUT | ||||||
| 68 FEDERAL STREET | NEW LONDON | CT | 06320 | PC | TO SUPPORT THE CENTER FOR HOUSING EQUITY AND OPPORTUNITIES IN SECT | $20,000 |
| COMMUNITY FOUNDATION OF GREATER NEW BRITAIN | ||||||
| 74A VINE STREET | NEW BRITAIN | CT | 06052 | PC | TO SUPPORT THE CAPACITY BUILDING INITIATIVE | $3,000 |
| COMMUNITY FOUNDATION OF MIDDLESEX COUNTY | ||||||
| 49 MAIN STREET | MIDDLETOWN | CT | 06457 | PC | TO SUPPORT THE 2022 LIBERTY BANK ROTARY CLUB THANKSGIVING DRIVE | $250,000 |
| CONNECTICUT ASSOCIATION FOR HUMAN SERVICES | ||||||
| 110 BARTHOLOMEW AVENUE STE 4020 | HARTFORD | CT | 06106 | PC | TO SUPPORT THE BANK ON CONNECTICUT COALITION | $10,000 |
| CONNECTICUT CENTER FOR ARTS AND TECHNOLOGY (CONNCAT) | ||||||
| 4 SCIENCE PARK | NEW HAVEN | CT | 06511 | PC | TO SUPPORT THE CONNCAT CULINARY ARTS PROGRAM | $5,000 |
| CONNECTICUT SCIENCE CENTER | ||||||
| 250 COLUMBUS BOULEVARD | HARTFORD | CT | 06103 | PC | TO SUPPORT THE TEEN INNOVATION PROGRAM | $10,000 |
| CONNECTIKIDS INC | ||||||
| 814 ASYLUM AVENUE | HARTFORD | CT | 06105 | PC | TO SUPPORT THE CONNECTIKIDS TUTORING AND MENTORING PROGRAM | $5,000 |
| DOWNTOWN EVENING SOUP KITCHEN INC | ||||||
| PO BOX 1478 | NEW HAVEN | CT | 06506 | PC | TO SUPPORT THE DROP-IN RESOURCE CENTER | $5,000 |
| EAST GRANBY LAND TRUST | ||||||
| 97 COPPER HILL ROAD | EAST GRANBY | CT | 06026 | PC | TO SUPPORT THE EDUCATIONAL PRESERVE ACCESS TRAIL | $5,000 |
| EASTERN CONNECTICUT HOUSING OPPORTUNITIES | ||||||
| 165 STATE ST STE 311 | NEW LONDON | CT | 06320 | PC | TO SUPPORT THE HOME NEW LONDON PROGRAM, WHICH RENOVATES BLIGHTED PROPERTIES FOR SALE TO LOW/MODERATE-INCOME HOMEBUYERS | $5,000 |
| FRESH NEW LONDON | ||||||
| PO BOX 285 26 BROAD STREET | NEW LONDON | CT | 06320 | PC | TO SUPPORT THE FRESH YOUTH CREW | $5,000 |
| FOODSHARE | ||||||
| 450 WOODLAND AVENUE | BLOOMFIELD | CT | 060021342 | PC | TO SUPPORT EQUITABLE HUNGER SOLUTIONS | $5,000 |
| GREATER SPRINGFIELD HABITAT FOR HUMANITY | ||||||
| 268 COLD SPRING AVENUE | WEST SPRINGFIELD | MA | 01089 | PC | TO SUPPORT AFFORDABLE HOMEOWNERSHIP AND HOME REPAIRS | $20,000 |
| GREATER WATERBURY INTERFAITH MINISTRIES INC | ||||||
| 770 EAST MAIN STREET | WATERBURY | CT | 06702 | PC | TO SUPPORT THE FOOD PANTRY AND SOUP KITCHEN | $5,500 |
| GREATER WATERBURY NAACP | ||||||
| PO BOX 1147 | WATERBURY | CT | 06721 | PC | TO SUPPORT THE GWNAACP SAFE AND HEALTHY HOMES PROGRAMS | $5,000 |
| GREEN AND BLUE FOUNDATION INC | ||||||
| 1010 DAY HILL ROAD | WINDSOR | CT | 06095 | PC | TO SUPPORT WORLD KINDNESS AND EARTH DAY INITIATIVES | $25,000 |
| GUIDING EYES FOR THE BLIND | ||||||
| 611 GRANITE SPRINGS RD | YORKTOWN HEIGHTS | NY | 10598 | PC | TO SPONSOR AND ENGAGE OUR TEAMMATES IN NAMING A GUIDING EYES PUPPY | $5,000 |
| HABITAT FOR HUMANITY OF EASTERN CT | ||||||
| 377 BROAD STREET | NEW LONDON | CT | 06320 | PC | TO SUPPORT A SINGLE-FAMILY HOME REHABILITATION IN GALES FERRY | $10,000 |
| HABITAT FOR HUMANITY OF GREATER NEW HAVEN | ||||||
| 37 UNION STREET | NEW HAVEN | CT | 06511 | PC | TO SUPPORT HABITAT BUILDS IN NEW HAVEN | $15,000 |
| HARTFORD AREA HABITAT FOR HUMANITY | ||||||
| 75 CHARTER OAK AVE BLDG 2 STE 205 | HARTFORD | CT | 06106 | PC | TO SUPPORT A HOME BUILD IN WINDSOR | $25,000 |
| HARTFORD FOOD SYSTEM INC | ||||||
| 190 WETHERSFIELD AVE | HARTFORD | CT | 06114 | PC | TO SUPPORT GROW HARTFORD YOUTH | $5,000 |
| HARTFORD FOUNDATION FOR PUBLIC GIVING | ||||||
| 10 COLUMBUS BOULEVARD 8TH FLOOR | HARTFORD | CT | 06106 | PC | TO SUPPORT THE ACTION FUND FOR EMPLOYMENT OPPORTUNITIES | $50,000 |
| HARTFORD INTERVAL HOUSE INC | ||||||
| PO BOX 340207 | HARTFORD | CT | 06134 | PC | TO PROVIDE SHELTER AND ASSISTANCE TO VICTIMS OF DOMESTIC VIOLENCE | $5,000 |
| HEDCO INC | ||||||
| 207 MAIN STREET | HARTFORD | CT | 06106 | PC | TO SUPPORT CONNECTICUT SMALL BUSINESSES & ENTREPRENEURS | $15,000 |
| HOPE PARTNERSHIP INC | ||||||
| 90 MAIN STREET 105B | ESSEX | CT | 06409 | PC | TO SUPPORT THE CREATION OF AFFORDABLE HOUSING IN SOUTHEASTERN CT | $10,000 |
| HORIZONS | ||||||
| 127 BABCOCK HILL ROAD | SOUTH WINDHAM | CT | 06266 | PC | TO SUPPORT WORKFORCE PROGRAMMING FOR INDIVIDUALS WITH SPECIAL NEEDS | $5,000 |
| HORIZONS AT THE FOOTE SCHOOL | ||||||
| 50 LOOMIS PLACE | NEW HAVEN | CT | 06511 | PC | TO SUPPORT HORIZONS AND THE FOOTE SCHOOL SUMMER LEARNING PROGRAM | $7,500 |
| HORIZONS AT WESTMINSTER | ||||||
| 995 HOPMEADOW STREET | SIMSBURY | CT | 06070 | PC | TO SUPPORT THE HORIZONS AT WESTMINSTER SUMMER 2022 | $5,000 |
| HOUSE OF HEROES CONNECTICUT | ||||||
| 3342 WHITNEY AVENUE | HAMDEN | CT | 06518 | PC | TO SUPPORT A VETERAN HOME REPAIR PROJECT | $5,000 |
| INTERNATIONAL HARTFORD LTD | ||||||
| 151 NEW PARK AVE SUITE 5 | HARTFORD | CT | 06106 | PC | TO SUPPORT UPWARD ECONOMIC MOBILITY AND FINANCIAL LITERACY | $10,000 |
| JEWISH FEDERATION OF GREATER HARTFORD | ||||||
| 333 BLOOMFIELD AVE SUITE C | WEST HARTFORD | CT | 06117 | PC | TO SUPPORT THE CHILDREN'S READING PARTNERS PROGRAM | $25,000 |
| JOURNEY HOME | ||||||
| 255 MAIN ST | HARTFORD | CT | 06106 | PC | TO SUPPORT THE GREATER HARTFORD COORDINATED ACCESS NETWORK (CAN) | $5,000 |
| JUMPSTART FOR YOUNG CHILDREN | ||||||
| 505 EIGHTH AVENUE SUITE 1100 | NEW YORK | NY | 10018 | PC | TO SUPPORT JUMPSTART IN NEW BRITAIN, NEW HAVEN, HARTFORD, STORRS, WINDHAM/WILLIMANTIC | $5,000 |
| LEAP INC | ||||||
| 31 JEFFERSON ST | NEW HAVEN | CT | 06511 | PC | TO SUPPORT THE SUMMER LITERACY PROGRAM | $20,000 |
| LIBERTY BANK DONALD B WILBUR SCHOLARSHIP WORCESTER POLYTECHNIC INSTITUTE | ||||||
| 100 INSTITUTE ROAD | WORCESTER | MA | 01609 | PC | TO SUPPORT THE 2022 DONALD B. WILBUR SCHOLARSHIP | $1,000 |
| LIBERTY COMMUNITY SERVICES | ||||||
| 153 EAST STREET STE 100 200 | NEW HAVEN | CT | 06511 | PC | TO SUPPORT THE STARTING OVER PROGRAM | $5,000 |
| LITERACY VOLUNTEERS OF GREATER HARTFORD | ||||||
| 30 ARBOR STREET STE 101 | HARTFORD | CT | 06106 | PC | TO SUPPORT THE CAREER PATHWAYS PROGRAM | $5,000 |
| LITERACY VOLUNTEERS OF GREATER NEW HAVEN | ||||||
| 5 SCIENCE PARK | NEW HAVEN | CT | 06511 | PC | TO SUPPORT THE BUILD BACK BETTER PROGRAM: FREE LITERACY TUTORING FOR ADULTS IN MERIDEN AND WALLINGFORD | $6,302 |
| MADONNA PLACE | ||||||
| 240 MAIN STREET | NORWICH | CT | 06360 | PC | TO SUPPORT THE MADONNA PLACE FAMILY CENTER | $5,000 |
| MIDDLESEX COUNTY BRANCH OF THE NAACP UNIT 2018-B | ||||||
| PO BOX 378 | MIDDLETOWN | CT | 06457 | PC | TO SUPPORT THE YOUNG READERS PROGRAM FOR AFRICAN AMERICAN AND LATINX BOYS | $5,000 |
| MIDDLESEX HABITAT FOR HUMANITY OF CT INC | ||||||
| 34 SHUNPIKE ROAD UNIT 12 | CROMWELL | CT | 06416 | PC | TO SUPPORT A HOME BUILD ON LAKE DRIVE IN EAST HAMPTON | $10,000 |
| MIDDLESEX HEALTH | ||||||
| 28 CRESCENT STREET | MIDDLETOWN | CT | 06457 | PC | TO SUPPORT THE MIDDLESEX HEALTH CAMPAIGN FOR A BRIGHTER FUTURE - CENTER FOR BEHAVIORAL HEALTH | $50,000 |
| MIDDLESEX UNITED WAY | ||||||
| 100 RIVERVIEW CENTER SUITE 230 | MIDDLETOWN | CT | 064573445 | PC | TO FUND THE ANNUAL APPEAL 2021-2022, RESTRICTED TO PROGRAMS SERVING AT LEAST 51% LOW/MODERATE-INCOME POPULATIONS | $50,000 |
| MIDDLESEX YMCA | ||||||
| 99 UNION ST | MIDDLETOWN | CT | 06457 | PC | TO SUPPORT THE KIDS' KORNER BEFORE AND AFTERSCHOOL PROGRAM | $20,000 |
| MUSIC HAVEN | ||||||
| 315 PECK STREET BOX A10 | NEW HAVEN | CT | 065132933 | PC | TO SUPPORT THE MUSIC HAVEN ACADEMIC SUCCESS INITIATIVE | $5,000 |
| NAACP NORWICH BRANCH | ||||||
| PO BOX 24 66 FRANKLIN STREET STE 12 | NORWICH | CT | 06360 | PC | TO SUPPORT THE NAACP NORWICH BRANCH GAME CHANGERS | $5,000 |
| NATIONAL CONFERENCE FOR COMMUNITY AND JUSTICE (NCCJ) | ||||||
| 820A PROSPECT HILL ROAD | WINDSOR | CT | 06095 | PC | TO SUPPORT THE NCCJ EQUITY LEADERSHIP ALLIANCE | $25,000 |
| NEW HAVEN HOMEOWNERSHIP CENTER | ||||||
| 333 SHERMAN AVE | NEW HAVEN | CT | 06511 | PC | TO SUPPORT HOMEOWNERSHIP PROMOTION AND PRESERVATION COUNSELING | $25,000 |
| NEW HAVEN PROMISE | ||||||
| 28 LINCOLN WAY | NEW HAVEN | CT | 06517 | PC | TO SUPPORT TO, THROUGH, AND BACK, A COMPREHENSIVE EDUCATION AND ECONOMIC DEVELOPMENT INTERVENTION | $5,000 |
| NEW HAVEN READS | ||||||
| 45 BRISTOL STREET | NEW HAVEN | CT | 06511 | PC | TO SUPPORT EARLY LITERACY PROGRAMMING | $5,000 |
| NEW LONDON HOMELESS HOSPITALITY CENTER | ||||||
| 730 STATE PIER ROAD | NEW LONDON | CT | 06320 | PC | TO FUND EMPLOYMENT SUPPORT SERVICES | $5,000 |
| NEW LONDON YOUTH AFFAIRS | ||||||
| 111 UNION STREET | NEW LONDON | CT | 06320 | PC | TO SUPPORT THE EARLY CHILDHOOD FAMILY CENTER | $5,000 |
| NUTMEG BIG BROTHERSSISTERS | ||||||
| 30 LAUREL STREET SUITE 3 HARTFORD | HARTFORD | CT | 06106 | PC | TO SUPPORT WINDHAM SITE-BASED MENTORING | $5,000 |
| OUR PIECE OF THE PIE | ||||||
| 20-28 SARGEANT STREET | HARTFORD | CT | 06105 | PC | TO SUPPORT OPP IN COMMUNITIES (EASTERN CT): EMPOWERING YOUTH FOR SUCCESS IN EDUCATION AND EMPLOYMENT | $5,000 |
| PARTNERSHIP FOR STRONG COMMUNITIES | ||||||
| 227 LAWRENCE STREET | HARTFORD | CT | 06103 | PC | TO SUPPORT CONNECTICUT HOUSING DATA PROFILES | $15,000 |
| PRUDENCE CRANDALL CENTER | ||||||
| 594 BURRITT STREET | NEW BRITAIN | CT | 060534803 | PC | TO SUPPORT PERMANENT SUPPORTIVE HOUSING FOR VICTIMS OF DOMESTIC VIOLENCE | $5,000 |
| REACH OUT AND READ INC | ||||||
| 89 SOUTH STREET SUITE 201 | BOSTON | MA | 02111 | PC | TO SUPPORT RX FOR SUCCESS IN BRISTOL, MANSFIELD, AND WILLIMANTIC | $7,500 |
| READ TO GROW | ||||||
| 53 SCHOOL GROUND ROAD 3 | BRANFORD | CT | 06405 | PC | TO SUPPORT THE EARLY STEPS TO SCHOOL SUCCESS PROGRAM | $5,000 |
| RIVERFRONT CHILDREN'S CENTER INC | ||||||
| 476 THAMES STREET | GROTON | CT | 063403934 | PC | TO SUPPORT EDUCATIONAL PROGRAMMING AT THE CENTER | $5,000 |
| RONALD MCDONALD HOUSE CHARITIES OF CONNECTICUT AND WESTERN MA | ||||||
| 860 HOWARD AVENUE | NEW HAVEN | CT | 06519 | PC | TO SUPPORT THE RENOVATION OF RONALD MCDONALD HOUSE OF SPRINGFIELD | $10,000 |
| RUSHFORD CENTER INC | ||||||
| 883 PADDOCK AVENUE | MERIDEN | CT | 06450 | PC | TO SUPPORT THE RIDGE RECOVERY CENTER SECURITY PROJECT | $5,000 |
| SAFE FUTURES | ||||||
| 16 JAY ST | NEW LONDON | CT | 063205910 | PC | TO SUPPORT THE PATHWAYS TO CAREER SUCCESS PROGRAM | $5,000 |
| SOCIAL ENTERPRISE TRUST (RESET) | ||||||
| 1429 PARK ST SUITE 114 | HARTFORD | CT | 06106 | PC | TO SUPPORT RESET IMPACT INCUBATORS | $5,000 |
| SPANISH AMERICAN MERCHANTS ASSOCIATION | ||||||
| 95 PARK STREET | HARTFORD | CT | 06106 | PC | TO SUPPORT THE WORK OF THE SPANISH AMERICAN MERCHANTS ASSOCIATION | $5,000 |
| SQUASH HAVEN INC | ||||||
| SQUASH HAVEN 70 TOWER PARKWAY | NEW HAVEN | CT | 06511 | PC | TO SUPPORT COLLEGE READINESS PROGRAMMING | $5,000 |
| ST MARTIN DE PORRES ACADEMY | ||||||
| 208 COLUMBUS AVENUE | NEW HAVEN | CT | 06519 | PC | TO SUPPORT THE GRADUATE SUPPORT PROGRAM (GSP) | $5,000 |
| ST VINCENT DEPAUL MIDDLETOWN | ||||||
| 617 MAIN ST PO BOX 398 | MIDDLETOWN | CT | 06457 | PC | TO SUPPORT COMMUNITY FOOD AND NUTRITION SUPPORT INITIATIVES | $10,000 |
| STEAM-TRAIN INC | ||||||
| PO BOX 2321 | MIDDLETOWN | CT | 06457 | PC | TO SUPPORT THE FAST TRACK ACADEMY FOR HIGH SCHOOL STUDENTS | $5,000 |
| STEP UP NEW LONDON | ||||||
| PO BOX 1672 | NEW LONDON | CT | 06320 | PC | TO SUPPORT PEOPLE EMPOWERING PEOPLE (PEP) PROGRAMMING IN NEW LONDON | $5,000 |
| THE COMMUNITY FOUNDATION FOR GREATER NEW HAVEN | ||||||
| 70 AUDUBON STREET | NEW HAVEN | CT | 06510 | PC | TO SUPPORT THE EQUITABLE ENTREPRENEURIAL ECOSYSTEM (NHE3) IN SOUTH CENTRAL CT | $50,000 |
| 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 |
| THE FAMILY CENTER (DBA) IMAGINE NATION A MUSEUM EARLY LEARNING CENTER | ||||||
| 1 PLEASANT STREET | BRISTOL | CT | 06010 | PC | TO SUPPORT THE IMAGINE NATION WITH STEAM EARLY LEARNING PROGRAM | $5,000 |
| THE FOOD BANK OF WESTERN MASSACHUSETTS | ||||||
| 97 NORTH HATFIELD ROAD PO BOX 160 | HATFIELD | MA | 01378 | PC | TO SUPPORT THE EMERGENCY FOOD NEEDS OF WESTERN MASSACHUSETTS | $7,500 |
| THE HUNDRED CLUB OF CONNECTICUT INC | ||||||
| 119 OAKWOOD DRIVE PO BOX 419 | GLASTONBURY | CT | 06033 | PC | TO SUPPORT FAMILIES IMPACTED BY LINE OF DUTY DEATHS, INCLUDING LT. DUSTIN DEMONTE AND SGT. ALEX HAMZY OF BRISTOL | $25,000 |
| THE LEGACY FOUNDATION OF HARTFORD INC | ||||||
| 1229 ALBANY AVE 3RD FLOOR | HARTFORD | CT | 06112 | PC | TO SUPPORT THE COLLEGE SUCCESS PROGRAM | $5,000 |
| THE MERCY HOSPITAL INC DBA MERCY MEDICAL CENTER | ||||||
| 271 CAREW STREET | SPRINGFIELD | MA | 01104 | PC | TO SUPPORT THE ANDY YEE MEMORIAL PALLIATIVE CARE UNIT | $25,000 |
| THE MINORITY CONSTRUCTION COUNCIL INC | ||||||
| 151 NEW PARK AVENUE SUITE 121 | HARTFORD | CT | 06106 | PC | TO SUPPORT THE MBE TECHNICAL ASSISTANCE PROGRAM | $5,000 |
| THE SHORELINE SOUP KITCHENS & PANTRIES INC | ||||||
| PO BOX 804 | ESSEX | CT | 06426 | PC | TO SUPPORT FOOD DISTRIBUTION ALONG THE SHORELINE | $5,000 |
| UNITED WAY OF CENTRAL AND NORTHEASTERN CT | ||||||
| 30 LAUREL STREET | HARTFORD | CT | 06106 | PC | TO SUPPORT THE ANNUAL APPEAL 2021-2022 | $15,000 |
| UNITED WAY OF GREATER NEW HAVEN | ||||||
| 370 JAMES STREET SUITE 403 | NEW HAVEN | CT | 06513 | PC | TO SUPPORT THE ANNUAL APPEAL 2021-2022 | $6,000 |
| UNITED WAY OF GREATER WATERBURY | ||||||
| 100 NORTH ELM STREET 2ND FLOOR | WATERBURY | CT | 06702 | PC | TO SUPPORT THE ANNUAL APPEAL 2021-2022 | $4,500 |
| UNITED WAY OF MERIDEN AND WALLINGFORD | ||||||
| 35 PLEASANT STREET | MERIDEN | CT | 064507596 | PC | TO SUPPORT THE ANNUAL APPEAL 2021-2022 | $4,500 |
| UNITED WAY OF NAUGATUCK AND BEACON FALLS | ||||||
| 284 CHURCH STREET - PO BOX 209 | NAUGATUCK | CT | 067704122 | PC | TO SUPPORT THE ANNUAL APPEAL 2021-2022 | $4,000 |
| UNITED WAY OF PIONEER VALLEY | ||||||
| 1441 MAIN STREET SUITE 147 | SPRINGFIELD | MA | 01103 | PC | TO SUPPORT THE ANNUAL APPEAL 2021-2022 | $1,500 |
| UNITED WAY OF SOUTHEASTERN CT | ||||||
| 283 STODDARDS WHARF ROAD PO BOX 375 | GALES FERRY | CT | 063351131 | PC | TO SUPPORT THE ANNUAL APPEAL 2021-2022 | $16,000 |
| UNITED WAY OF SOUTHINGTON | ||||||
| 31 LIBERTY ST SUITE 210 | SOUTHINGTON | CT | 064890546 | PC | TO SUPPORT THE ANNUAL APPEAL 2021-2022 | $1,000 |
| UNITED WAY OF WEST CENTRAL CONNECTICUT | ||||||
| 440 NO MAIN STREET STE D | BRISTOL | CT | 06010 | PC | TO SUPPORT THE ANNUAL APPEAL 2021-2022 | $2,500 |
| URBAN LEAGUE OF GREATER HARTFORD INC | ||||||
| 140 WOODLAND ST | HARTFORD | CT | 06105 | PC | TO SUPPORT PROJECT STABLE FINANCIAL OPPORTUNITY CENTER | $25,000 |
| VALLEY UNITED WAY | ||||||
| 54 GROVE STREET SUITE 1 | SHELTON | CT | 064844106 | PC | TO SUPPORT THE ANNUAL APPEAL 2021-2022 | $3,000 |
| VILLAGE FOR FAMILIES & CHILDREN | ||||||
| 1680 ALBANY AVENUE | HARTFORD | CT | 06107 | PC | TO SUPPORT THE FINANCIAL OPPORTUNITY CENTER AT THE VILLAGE | $9,000 |
| WATERBURY SYMPHONY ORCHESTRA | ||||||
| 110 BANK STREET | WATERBURY | CT | 06721 | PC | TO SUPPORT BRAVO WATERBURY AFTER SCHOOL MUSIC ENRICHMENT PROGRAM | $3,000 |
| WATERBURY YOUTH SERVICES INC | ||||||
| 83 PROSPECT STREET | WATERBURY | CT | 067021326 | PC | TO SUPPORT THE LINKING ACADEMICS TO LIFE (LAL) PROGRAM | $5,000 |
| WILLARD M MCRAE COMMUNITY DIVERSITY AWARD | ||||||
| 100 RIVERVIEW CENTER SUITE 292 | MIDDLETOWN | CT | 06457 | PC | TO SUPPORT 2022 WILLARD M. MCRAE COMMUNITY DIVERSITY AWARD | $5,000 |
| WINDHAM AREA INTERFAITH MINISTRY | ||||||
| 866 MAIN STREET | WILLIMANTIC | CT | 06226 | PC | TO SUPPORT THE UNMET NEEDS FUND | $5,000 |
| WOMEN'S BUSINESS DEVELOPMENT COUNCIL | ||||||
| 184 BEDFORD STREET SUITE 201 | STAMFORD | CT | 06901 | PC | TO SUPPORT THE WBDC EQUITY MATCH GRANT PROGRAM | $10,000 |
| WORKFORCE SOLUTIONS COLLABORATIVE OF METRO HARTFORD | ||||||
| 30 LAUREL STREET | HARTFORD | CT | 06106 | PC | TO DEVELOP EMPLOYMENT OPPORTUNITIES WITH FAMILY SUSTAINING WAGES | $5,000 |
| YMCA OF METROPOLITAN HARTFORD | ||||||
| 50 STATE HOUSE SQUARE 2ND FLOOR | HARTFORD | CT | 06103 | PC | TO SUPPORT Y-BELL POWER SCHOLARS ACADEMY | $15,000 |
| YWCA OF NEW BRITAIN | ||||||
| 19 FRANKLIN SQUARE | NEW BRITAIN | CT | 06051 | PC | TO SUPPORT THE YWCA YOUTH DEVELOPMENT HOUSE OF TEENS | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,549,952 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| MIDDLETOWN PUBLIC SCHOOLS | ||||||
| 311 HUNTING HILL AVENUE | MIDDLETOWN | CT | 06457 | PC | TO PROVIDE WRAP AROUND SERVICES TO SUPPORT CHILDREN AND FAMILIES | $10,000 |
| NEIGHBORHOOD HOUSING SERVICES OF NEW HAVEN | ||||||
| 333 SHERMAN AVE | NEW HAVEN | CT | 06511 | PC | TO FUND GENERAL OPERATING COSTS | $10,000 |
| RONALD MCDONALD HOUSE CHARITIES OF CONNECTICUT AND WESTERN MA | ||||||
| 860 HOWARD AVENUE | NEW HAVEN | CT | 06519 | PC | TO SUPPORT THE RENOVATION OF RONALD MCDONALD HOUSE OF SPRINGFIELD | $10,000 |
| WESLEYAN UNIVERSITY | ||||||
| 237 HIGH STREET | MIDDLETOWN | CT | 06459 | PC | TO SUPPORT THE GIRLS IN SCIENCE PROGRAM | $5,000 |
| WINDHAM AREA INTERFAITH MINISTRY | ||||||
| PO BOX 221 | WILLIMANTIC | CT | 06226 | PC | TO SUPPORT EMERGENCY FINANCIAL ASSISTANCE AND BASIC HUMAN NEEDS | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $40,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $505,196 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $245,504 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $750,700 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $750,700 | 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 | $2,000,000 | 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 | $8,137,026 | EOYBookValueAmt |
| EOYFMV | $8,137,026 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITY | StockNm |
| EOY Book Value | $18,747,044 | EOYBookValueAmt |
| EOYFMV | $18,747,044 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $5,910,402 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MARKETING AND WEBSITE | $0 | $0 | $0 |
| OTHER | $11,231 | $0 | $11,231 |
| PROGRAM EVENTS | $0 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK TO TAX ADJUSTMENT | Desc |
| Amt | $29,776 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $172,088 | Amt |
| Net Investment Income | $172,088 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |