LIBERTY BANK FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- LIBERTY BANK FOUNDATION (EIN 06-1479957)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-06-11
- IRS object ID
- 202531629349101108
- Schema version
- 2024v5.1
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-06-11T15:15:55-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 333709623 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 SYLVAN WAY | AddressLine1Txt |
| City | PARSIPPANY | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 070543801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | 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 | 2025-06-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LORI ROTHE YOKOBOSKY | PreparerPersonNm |
| PTIN | P01273422 | PTIN |
| Phone | 9732283500 | PhoneNum |
| Preparation | 2025-05-19 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $43,082,367 | 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 | $4,899 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $850,641 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $850,641 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,894,980 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $15,454,691 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,894,980 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,750,520 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,745,621 | 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 | $236,738 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $236,738 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $11,198 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $8,550 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $8,550 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $256,486 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $236,738 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,550 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,072,056 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,072,056 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,328,542 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $236,738 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,080,606 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $421,978 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,508,883 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,336,557 | CashBOYAmt |
| Cash EOY | $1,045,340 | CashEOYAmt |
| Cash EOYFMV | $1,045,340 | CashEOYFMVAmt |
| Corporate Stock BOY | $27,040,967 | CorporateStockBOYAmt |
| Corporate Stock EOY | $28,942,818 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $28,942,818 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $12,439,265 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $13,094,209 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $13,094,209 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $40,816,789 | TotalAssetsBOYAmt |
| Total Assets EOY | $43,082,367 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $43,082,367 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $934 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $12,133 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $934 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $12,133 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $40,815,855 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $43,070,234 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $40,815,855 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $43,070,234 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $40,816,789 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $43,082,367 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $40,815,855 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $421,978 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,832,401 | OtherIncreasesAmt |
| Subtotal | $43,070,234 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $43,070,234 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | RAYMOND INVESTMENT GAINS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $15,454,691 | GrossSalesPriceAmt |
| Cost Or Other Basis | $13,559,711 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,894,980 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,894,980 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,894,980 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $34,873 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $34,873 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $34,873 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $22,740 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $13,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $35,740 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $867 | OverpaymentAmt |
| Applied To ES Tax | $867 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.LIBERTY-BANK.COM | WebsiteAddressTxt |
| Individual With Books | LINA CURTIN | IndividualWithBooksNm |
| Phone | 8606382961 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 LONG HILL ROAD | AddressLine1Txt |
| City | MIDDLETOWN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06457 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DAVID GLIDDEN | ||||||||
| 245 LONG HILL ROAD | MIDDLETOWN | CT | 06457 | PRESIDENT AND CEO | 1.20 | $0 | $0 | $0 |
| DR ELSA NUNEZ | ||||||||
| 245 LONG HILL ROAD | MIDDLETOWN | CT | 06457 | DIRECTOR | 1.20 | $0 | $0 | $0 |
| KATHY DOUCETTE | ||||||||
| 245 LONG HILL ROAD | MIDDLETOWN | CT | 06457 | TREASURER | 1.20 | $0 | $0 | $0 |
| LIBERTY BANK | ||||||||
| 245 LONG HILL ROAD | MIDDLETOWN | CT | 06457 | SUBSTANTIAL CONTRIBUTOR | 0.00 | $0 | $0 | $0 |
| MARY FABER | ||||||||
| 245 LONG HILL ROAD | MIDDLETOWN | CT | 06457 | ASSISTANT SECRETARY | 1.20 | $0 | $0 | $0 |
| MINNIE SALEH | ||||||||
| 245 LONG HILL ROAD | MIDDLETOWN | CT | 06457 | DIRECTOR | 1.20 | $0 | $0 | $0 |
| ROBERT PARRY | ||||||||
| 245 LONG HILL ROAD | MIDDLETOWN | CT | 06457 | DIRECTOR | 1.20 | $0 | $0 | $0 |
| SUSAN MARTIN | ||||||||
| 245 LONG HILL ROAD | MIDDLETOWN | CT | 06457 | DIRECTOR | 1.20 | $0 | $0 | $0 |
| TIM RYAN | ||||||||
| 245 LONG HILL ROAD | MIDDLETOWN | CT | 06457 | CHAIRMAN | 1.20 | $0 | $0 | $0 |
| TORAL MAHER | ||||||||
| 245 LONG HILL ROAD | MIDDLETOWN | CT | 06457 | EXECUTIVE DIRECTOR/ SECRETARY | 40.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAYMOND JAMES FINANCIAL SERVICES | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 LONG HILL ROAD | AddressLine1Txt |
| City | MIDDLETOWN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06457 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT | ServiceTypeTxt |
| Compensation | $236,738 | 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 | $42,536,006 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $872,523 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $43,408,529 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $43,408,529 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $651,128 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $42,757,401 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,137,870 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,137,870 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $34,873 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $34,873 | TotalTaxAmt |
| Distributable Before Adj | $2,102,997 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,102,997 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,102,997 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,080,606 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,080,606 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,102,997 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $55,996 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $256,576 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $145,379 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $457,951 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,080,606 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,080,606 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $22,391 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $22,391 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $435,560 | 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 | $33,605 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $401,955 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $256,576 | ExcessFromYear4Amt |
| Excess From Year2 | $145,379 | ExcessFromYear2Amt |
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 (153 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY INC (ACS) | |||||||
| 111 FOUNDERS PLAZA - SUITE 200 | EAST HARTFORD | CT | 06108 | PC | TO SUPPORT THE ACCESS TO CARE IN CT: PROVIDING FREE TRANSPORTATION TO AND FROM CANCER TREATMENT & APPOINTMENTS | $50,000 | |
| AMITY TEEN CENTER INC | |||||||
| PO BOX 3671 | WOODBRIDGE | CT | 06525 | PC | TO SUPPORT THE LIFE SKILLS EDUCATION PROJECT | $5,000 | |
| ARTS FOR LEARNING CT | |||||||
| 1 EVERGREEN AVE SUITE 33 | HAMDEN | CT | 065182717 | PC | TO SUPPORT HIGHER ORDER THINKING (HOT) SCHOOLS IN HAMDEN AND NEW HAVEN | $5,000 | |
| BEDROCK CREDIT AMERICA | |||||||
| 250 OLD WOODBURY ROAD | SOUTHBURY | CT | 06488 | PC | TO SUPPORT COMMUNITY CREDIT PRESENTATIONS | $7,500 | |
| BEST BUDDIES IN CONNECTICUT | |||||||
| 74 VINE STREET | NEW BRITAIN | CT | 06052 | PC | TO SUPPORT THE BEST BUDDIES IN CONNECTICUT FRIENDSHIP AND LEADERSHIP DEVELOPMENT | $5,000 | |
| BOYS & GIRLS CLUB OF GREATER HOLYOKE INC | |||||||
| 70 NICK COSMOS WAY | HOLYOKE | MA | 01040 | PC | THE BOYS & GIRLS CLUB OF GREATER HOLYOKE YOUTH FOOD HUB | $15,000 | |
| BOYS & GIRLS CLUB OF GREATER WATERBURY | |||||||
| 1037 EAST MAIN STREET | WATERBURY | CT | 06705 | PC | TO SUPPORT KIDS 4 KINDNESS | $5,000 | |
| BOYS & GIRLS CLUB OF HARTFORD | |||||||
| 170 SIGOURNEY STREET | HARTFORD | CT | 06105 | PC | TO SUPPORT THE BGCH SUMMER TEEN PROGRAM "THE CLUB" | $20,000 | |
| BOYS & GIRLS CLUB OF NEW BRITAIN INC | |||||||
| 150 WASHINGTON STREET | NEW BRITAIN | CT | 06051 | PC | TO SUPPORT THE HOMEWORK CLUB | $5,000 | |
| BOYS & GIRLS CLUB OF NEW HAVEN | |||||||
| 253 COLUMBUS AVENUE | NEW HAVEN CT | CT | 06519 | PC | TO SUPPORT THE BGCNH WORKFORCE DEVELOPMENT AND ACADEMIC SUCCESS INITIATIVE | $15,000 | |
| BUSINESS INDUSTRY FOUNDATION OF MIDDLESEX COUNTY | |||||||
| 393 MAIN STREET | MIDDLETOWN | CT | 06457 | PC | TO SUPPORT THE HAL KAPLAN MIDDLETOWN MENTOR PROGRAM 2024-2025 SCHOOL YEAR | $4,950 | |
| CAPITAL FOR CHANGE | |||||||
| 10 ALEXANDER DR | WALLINGFORD | CT | 06492 | PC | TO SUPPORT AFFORDABLE HOUSING LENDING | $25,000 | |
| THE CARE CENTER | |||||||
| 247 CABOT STREET | HOLYOKE | MA | 01040 | PC | TO SUPPORT THE BRIDGE TO COLLEGE PROGRAM | $5,000 | |
| CENTER FOR FINANCIAL TRAINING INTERNATIONAL | |||||||
| 245 NE 4TH AVENUE ROOM 3704-10 | MIAMI | FL | 33132 | PC | TO SUPPORT THE FUTURE BANKERS & FINANCIAL PROFESSIONALS CAMP | $12,000 | |
| COLUMBUS HOUSE INC | |||||||
| 586 ELLA T GRASSO BLVD | NEW HAVEN | CT | 06519 | PC | TO SUPPORT THE SUPPORTIVE HOUSING AT THE PETERSON PROPERTIES | $10,000 | |
| COMMUNITY FOUNDATION OF MIDDLESEX COUNTY | |||||||
| 49 MAIN STREET | MIDDLETOWN | CT | 064573408 | PC | TO SUPPORT THE CONNOR MEANEY YOUNG MEMORIAL FUND AND THE BUDDY BENCH PROJECT | $10,000 | |
| COMMUNITY FOUNDATION OF MIDDLESEX COUNTY | |||||||
| 49 MAIN STREET | MIDDLETOWN | CT | 064573408 | PC | TO SUPPORT THE 2024 LIBERTY BANK ROTARY CLUB THANKSGIVING DRIVE | $150,000 | |
| COMMUNITY INVOLVED IN SUSTAINING AGRICULTURE | |||||||
| 1 SUGARLOAF ST | SOUTH DEERFIELD | MA | 01370 | PC | TO SUPPORT FARMERS IN HAMPDEN COUNTY | $5,000 | |
| COMPASS YOUTH COLLABORATIVE | |||||||
| 55 AIRPORT ROAD SUITE 201 | HARTFORD | CT | 06114 | PC | TO SUPPORT THE COMPASS PEACEBUILDERS: TRAINING FOR EMPLOYMENT PROGRAM (TEP) | $5,000 | |
| CONCEPTS FOR ADAPTIVE LEARNING | |||||||
| 5 SCIENCE PARK SUITE 2C | NEW HAVEN | CT | 06511 | PC | TO SUPPORT THE WORKFORCE DEVELOPMENT COMPUTER TRAINING PROGRAM | $5,000 | |
| CONNECTICUT CENTER FOR ARTS AND TECHNOLOGY (CONNCAT) | |||||||
| 4 SCIENCE PARK | NEW HAVEN | CT | 06511 | PC | TO SUPPORT ADULT WORKFORCE DEVELOPMENT PROGRAMS | $50,000 | |
| CONNECTICUT CHILDREN'S FOUNDATION INC | |||||||
| 282 WASHINGTON STREET | HARTFORD | CT | 06106 | PC | TO SUPPORT A NONPROFIT ORGANIZATION TEAMMATES VOTED FOR | $10,000 | |
| CONNECTICUT CHILDREN'S FOUNDATION INC | |||||||
| 282 WASHINGTON STREET | HARTFORD | CT | 06106 | PC | TO SUPPORT THE CONNECTICUT CHILDREN'S CAPITAL CAMPAIGN - FETAL CARE CENTER | $100,000 | |
| CONNECTICUT FOODSHARE | |||||||
| 2 RESEARCH PARKWAY | WALLINGFORD | CT | 06492 | PC | TO SUPPORT EQUITABLE HUNGER SOLUTIONS | $10,000 | |
| CONNECTICUT MAIN STREET CENTER | |||||||
| PO BOX 270 C/O EVERSOURCE | HARTFORD CT | CT | 06141 | PC | TO SUPPORT DIVERSITY ON MAIN STREET -- PLANNING PHASE | $5,000 | |
| THE CONNECTICUT RISE NETWORK | |||||||
| 700 STATE ST SUITE 300 | NEW HAVEN | CT | 06511 | PC | TO SUPPORT ON-TRACK AND POSTSECONDARY SUCCESS IN THE RISE NETWORKS CORE NETWORK | $10,000 | |
| CONNECTICUT SCIENCE CENTER | |||||||
| 250 COLUMBUS BOULEVARD | HARTFORD | CT | 06103 | PC | TO SUPPORT THE CONNECTICUT SCIENCE CENTER TEEN PROGRAM | $25,000 | |
| THE CONNECTICUT STORYTELLING CENTER INC | |||||||
| 290 STATE STREET | NEW LONDON | CT | 06320 | PC | TO SUPPORT THE LITTLEST LISTENERS LITERACY RESIDENCY | $5,000 | |
| CONNECTICUT VETERANS LEGAL CENTER | |||||||
| 114 BOSTON POST RD GROUND FLOOR | WEST HAVEN | CT | 065162043 | PC | TO SUPPORT REMOVING LEGAL BARRIERS: HOUSING OUR VETERANS | $10,000 | |
| THE CONNECTION INC | |||||||
| 100 ROSCOMMON DRIVE SUITE 203 | MIDDLETOWN | CT | 06457 | PC | TO SUPPORT TAKING YOUR IDEA OVER THE FINISH LINE: ENTREPRENEURIAL WORKSHOP SERIES | $7,600 | |
| CORPORATION FOR SUPPORTIVE HOUSING | |||||||
| 61 BROADWAY SUITE 2300 | NEW YORK | NY | 10006 | PC | TO SUPPORT THE CSH 2024 BIPOC FOCUSED SUPPORTIVE HOUSING INSTITUTE | $10,000 | |
| COVENANT PREPARATORY SCHOOL | |||||||
| 474 WOODLAND STREET | HARTFORD | CT | 061121839 | PC | TO SUPPORT THE GRADUATE SUMMER SUPPORT PROGRAM | $10,000 | |
| COVENANT SOUP KITCHEN | |||||||
| 220 VALLEY STREET | WILLIMANTIC | CT | 06226 | PC | TO SUPPORT AN EMERGENCY GRANT TO THE FOOD PANTRY AFTER REFRIGERATOR FAILED ON THANKSGIVING DAY | $10,000 | |
| THE DIAPER BANK OF CONNECTICUT | |||||||
| 370 STATE STREET SUITE 4 | NORTH HAVEN | CT | 064733157 | PC | TO SUPPORT PROVIDING BASIC NEEDS (DIAPERS, PERIOD SUPPLIES, AND INCONTINENCE PRODUCTS) TO SUPPORT FAMILY DEVELOPMENT AND ECONOMIC IMPROVEMENT | $5,000 | |
| DIGNITY GROWS INC | |||||||
| 40 WOODLAND STREET | HARTFORD | CT | 061052327 | PC | TO SUPPORT THE HOPE IN A BAG INITIATIVE | $25,000 | |
| DOWNTOWN EVENING SOUP KITCHEN INC | |||||||
| PO BOX 1478 | NEW HAVEN | CT | 065061478 | PC | TO SUPPORT THE DINNER AND PANTRY PROGRAMS | $10,000 | |
| DRESS FOR SUCCESS WESTERN MASSACHUSETTS | |||||||
| 45 LYMAN STREET | SPRINGFIELD | MA | 01103 | PC | TO SUPPORT THE WORKFORCE DEVELOPMENT CONTINUUM OF SUPPORT | $10,000 | |
| DURHAM-MIDDLEFIELD YOUTH & FAMILY SERVICES INC | |||||||
| 405 MAIN STREET SUITE 11 | MIDDLEFIELD | CT | 06455 | PC | TO SUPPORT SAFE SHIFT | $5,000 | |
| EAST LONGMEADOW VETERANS MEMORIAL COMMITTEE | |||||||
| 3 LEGION COURT | EAST LONGMEADOW | MA | 01028 | PC | TO SUPPORT THE EAST LONGMEADOW VETERANS MEMORIAL | $5,000 | |
| EASTERN CONNECTICUT HOUSING OPPORTUNITIES | |||||||
| 165 STATE ST SUITE 311 | NEW LONDON | CT | 06320 | PC | TO SUPPORT THE PERRY & HEMPSTEAD DEVELOPMENT | $25,000 | |
| ELM CITY INTERNATIONALS EDUCATIONAL SUCCESS THROUGH SOCCER (ECI) | |||||||
| 360 FOUNTAIN STREET UNIT 40 | NEW HAVEN | CT | 06515 | PC | TO SUPPORT ELM CITY INTERNATIONALS: EDUCATIONAL SUCCESS THROUGH SOCCER | $7,500 | |
| ENTREPRENEURSHIP FOR ALL INC | |||||||
| 175 CABOT STREET | LOWELL | MA | 01854 | PC | TO SUPPORT EFORALL/EPARATODOS PIONEER VALLEY | $10,000 | |
| FRESH NEW LONDON | |||||||
| PO BOX 285 26 BROAD STREET | BOSTON | MA | 02111 | PC | TO SUPPORT THE GROWING YOUTH LEADERSHIP PROGRAM | $7,500 | |
| THE FOOD BANK OF WESTERN MASSACHUSETTS | |||||||
| 25 CAREW STREET | CHICOPEE | MA | 010204503 | PC | TO SUPPORT FEEDING OUR NEIGHBORS IN NEED IN WESTERN MASSACHUSETTS | $7,500 | |
| FRESH START PALLET PRODUCTS | |||||||
| 20-28 SARGEANT ST | HARTFORD | CT | 06105 | PC | TO SUPPORT CARPENTRY JOB TRAINING AT FRESH START | $20,000 | |
| FRIENDS OF THE MERIDEN PUBLIC LIBRARY INC | |||||||
| 105 MILLER ST | MERIDEN | CT | 064504213 | PC | TO SUPPORT BEBS ACTIVOS | $5,800 | |
| FRIENDSHIP SERVICE CENTER OF NEW BRITAIN INC | |||||||
| PO BOX 1896 | NEW BRITAIN | CT | 06050 | PC | TO SUPPORT THE TOMASSO COMMUNITY KITCHEN | $5,000 | |
| GARDE ARTS CENTER | |||||||
| 325 STATE ST | NEW LONDON | CT | 06320 | PC | TO SUPPORT PACE: PARTNERS: ARTS. COMMUNITY. EDUCATION | $5,000 | |
| GIRL SCOUTS OF CONNECTICUT INC | |||||||
| 340 WASHINGTON STREET | HARTFORD | CT | 06106 | PC | TO SUPPORT THE GIRL SCOUT LEADERSHIP EXPERIENCE IN NEW HAVEN | $7,000 | |
| GIRLS INC OF THE VALLEY | |||||||
| PO BOX 6812 480 HAMPDEN ST | HOLYOKE | MA | 01041 | PC | TO SUPPORT EUREKA!: STEM & COLLEGE ACCESS PROGRAM FOR GIRLS | $10,000 | |
| GIRLS ON THE RUN WESTERN MA | |||||||
| 16 CENTER ST SUITE 318 | NORTHAMPTON | MA | 01060 | PC | TO SUPPORT GIRLS ON THE RUN WMA SUPPORT AND EXPANSION | $5,000 | |
| GREATER SPRINGFIELD HABITAT FOR HUMANITY | |||||||
| 268 COLD SPRING AVE | WEST SPRINGFIELD | MA | 01089 | PC | TO SUPPORT AFFORDABLE HOMEOWNERSHIP - 1688 DWIGHT STREET | $10,000 | |
| GREEN AND BLUE FOUNDATION INC | |||||||
| 1010 DAY HILL RD | WINDSOR | CT | 06095 | PC | TO SUPPORT COMMUNITY OUTREACH PROGRAMS | $50,000 | |
| HOPE INC | |||||||
| 187 WILLIAMS ST | NEW LONDON | CT | 06320 | PC | TO SUPPORT THE DEVELOPMENT OF AFFORDABLE HOUSING AT 32 BLACKHALL STREET | $7,500 | |
| HABITAT FOR HUMANITY OF EASTERN CT | |||||||
| 377 BROAD STREET | NEW LONDON CT | CT | 06320 | PC | TO SUPPORT LAKE OF ISLES PHASE ONE | $10,000 | |
| HABITAT FOR HUMANITY OF GREATER NEW HAVEN | |||||||
| 37 UNION STREET | NEW HAVEN | CT | 06511 | PC | TO SUPPORT THE HABITAT HOMEBUILDING PROJECT | $15,000 | |
| HARTFORD CAMP COURANT | |||||||
| 96 BATTERSON PARK ROAD | FARMINGTON | CT | 06032 | PC | TO SUPPORT HARTFORD CAMP COURANT SUMMER PROGRAMMING | $10,000 | |
| HARTFORD PERFORMS | |||||||
| 1049 ASYLUM AVENUE | HARTFORD | CT | 06105 | PC | TO SUPPORT HARTFORD PERFORMS FAMILY ENGAGEMENT EVENTS FOR HARTFORD PUBLIC SCHOOLS | $10,000 | |
| HARTFORD PROMISE | |||||||
| 750 MAIN STREET | HARTFORD | CT | 06103 | PC | TO SUPPORT THE 'REACHING BACK' PROGRAM | $5,000 | |
| HARTFORD PUBLIC LIBRARY | |||||||
| 500 MAIN STREET | HARTFORD | CT | 06103 | PC | TO SUPPORT THE HARTFORD PUBLIC LIBRARY BUILDING COMMUNITY CAPITAL: FINANCIAL INTEGRATION AT LIBRARY BRANCH LOCATIONS | $15,000 | |
| HIGHER EDGE | |||||||
| 35 REDDEN AVENUE | NEW LONDON | CT | 063203500 | PC | TO SUPPORT ITS COLLEGE ACCESS PROGRAM (CAP) AND SUCCESS PROGRAM | $10,000 | |
| HOME CITY DEVELOPMENT INC | |||||||
| 261 OAK GROVE AVE | SPRINGFIELD | MA | 01109 | PC | TO SUPPORT THE 275 CHESTNUT SUPPORTIVE HOUSING PROJECT | $10,000 | |
| HOPE PARTNERSHIP INC | |||||||
| 99 DURHAM ROAD 2ND FLOOR | MADISON | CT | 06443 | PC | TO SUPPORT NEW DEVELOPMENT OPPORTUNITIES | $25,000 | |
| HORIZONS | |||||||
| 127 BABCOCK HILL ROAD | SOUTH WINDHAM | CT | 06266 | PC | TO SUPPORT BOOSTING THE ENGAGEMENT AND INDEPENDENCE OF HIGH SCHOOL STUDENTS WITH DISABILITIES WITH TECHNOLOGY | $5,000 | |
| HORIZONS AT THE FOOTE SCHOOL | |||||||
| 50 LOOMIS PLACE | NEW HAVEN | CT | 06511 | PC | TO SUPPORT THE HORIZONS AT FOOTE SUMMER PROGRAM | $7,500 | |
| THE HOUSING COLLECTIVE INC | |||||||
| 815 MAIN STREET SUITE 201 | BRIDGEPORT | CT | 06604 | PC | TO SUPPORT THE HOUSING COLLECTIVE IN CREATING EQUITABLE ACCESS TO HOUSING AND HOUSING STABILITY FOR ALL | $10,000 | |
| HOUSING DEVELOPMENT FUND | |||||||
| 100 PROSPECT STREET SUITE 100 | STAMFORD | CT | 06901 | PC | TO SUPPORT THE FIRST-TIME HOMEBUYER COUNSELING PROGRAM | $25,000 | |
| THE HUNDRED CLUB OF CONNECTICUT INC | |||||||
| 119 OAKWOOD DRIVE | GLASTONBURY | CT | 06033 | PC | TO SUPPORT THE HERO'S FUND IN MEMORY OF SOUTHINGTON OFFICER, AARON PELLETIER | $25,000 | |
| THE HUNDRED CLUB OF CONNECTICUT INC | |||||||
| 119 OAKWOOD DRIVE | GLASTONBURY | CT | 06033 | PC | TO SUPPORT THE HERO'S FUND IN MEMORY OF WETHERSFIELD FIREFIGHTER ROBERT SHARKEVICH, SR. | $25,000 | |
| THE IQUILT PARTNERSHIP | |||||||
| 24 CENTRAL ROW | HARTFORD | CT | 06103 | PC | TO SUPPORT A WINTERFEST 2023-2024 EXTENSION | $25,000 | |
| IRIS | |||||||
| 235 NICOLL STREET | NEW HAVEN | CT | 06511 | PC | TO SUPPORT THE SUMMER LEARNING PROGRAM | $5,000 | |
| JUNIOR ACHIEVEMENT OF SOUTHWEST NEW ENGLAND INC | |||||||
| 70 FARMINGTON AVENUE | HARTFORD | CT | 06105 | PC | TO SUPPORT JA PROJECT TOMORROWS FOR GREATER NEW HAVEN STUDENTS | $7,500 | |
| KNOX INC | |||||||
| 75 LAUREL STREET | HARTFORD | CT | 06106 | PC | TO SUPPORT GREEN JOBS APPRENTICESHIPS | $5,000 | |
| LATINAS & POWER INC | |||||||
| 31 PRATT STREET 5TH FLOOR | HARTFORD | CT | 06103 | PC | TO SUPPORT THE LATINAS IN LEADERSHIP INSTITUTE (LILI) | $15,000 | |
| WORCESTER POLTECHNIC INSTITUTE | |||||||
| 100 INSTITUTE ROAD | WORCESTER | MA | 01609 | PC | TO PROVIDE A SCHOLARSHIP TO A STUDENT WITH FINANCIAL NEED MAJORING IN ENGINEERING OR A TECHNOLOGY-RELATED FIELD | $1,000 | |
| LIBERTY COMMUNITY SERVICES | |||||||
| 153 EAST STREET SUITE 100 | NEW HAVEN | CT | 06511 | PC | TO SUPPORT RENTAL READINESS TENANCY TRAINING | $10,000 | |
| LITERACY VOLUNTEERS OF GREATER HARTFORD | |||||||
| 30 ARBOR STREET SUITE 101 S | HARTFORD | CT | 06106 | PC | TO SUPPORT THE CAREER PATHWAYS PROGRAM | $5,000 | |
| LITERACY VOLUNTEERS OF GREATER NEW HAVEN | |||||||
| 5 SCIENCE PARK 2ND FLOOR REAR | NEW HAVEN | CT | 06511 | PC | TO SUPPORT THE ADULT LITERACY PROGRAM | $5,000 | |
| A LITTLE COMPASSION INC | |||||||
| 162 MAIN STREET | DEEP RIVER | CT | 06417 | PC | TO SUPPORT VOCATIONAL SKILLS TRAINING PROGRAMS AT A LITTLE COMPASSION | $5,000 | |
| LOCAL INITIATIVES SUPPORT CORPORATION | |||||||
| 75 CHARTER OAK AVENUE SUITE 2-300 | HARTFORD | CT | 06106 | PC | TO SUPPORT BUILDING CAPACITY FOR TRANSFORMATIVE COMMUNITY DEVELOPMENT | $25,000 | |
| LUMIBILITY | |||||||
| 1620 BOSTON POST RD | WESTBROOK | CT | 06498 | PC | TO SUPPORT TRANSITIONAL SERVICES PROGRAM | $5,000 | |
| MADONNA PLACE | |||||||
| 240 MAIN STREET | NORWICH | CT | 06360 | PC | TO SUPPORT THE MADONNA PLACE FAMILY SUPPORT CENTER | $5,000 | |
| MCEIVR INC DBA MAKERSPACECT | |||||||
| 960 MAIN STREET | HARTFORD | CT | 06103 | PC | TO SUPPORT THE BUILDING ON TRADES PROGRAM | $5,000 | |
| MIDDLESEX HABITAT FOR HUMANITY OF CT INC | |||||||
| 34 SHUNPIKE ROAD UNIT 12 | CROMWELL | CT | 064162453 | PC | TO SUPPORT THE BROWN STREET, MIDDLETOWN, CT BUILD PROGRAM | $10,000 | |
| MIDDLESEX UNITED WAY | |||||||
| 100 RIVERVIEW CENTER SUITE 230 | MIDDLETOWN | CT | 064573445 | PC | CORPORATE GIFT | $54,600 | |
| MIDDLESEX VITA COALITION | |||||||
| 100 RIVERVIEW CENTER SUITE 230 | MIDDLETOWN | CT | 06457 | PC | TO SUPPORT THE MIDDLESEX VOLUNTEER INCOME TAX ASSISTANCE (MIDDLESEX VITA) COALITION | $3,000 | |
| MIDDLESEX YMCA | |||||||
| 99 UNION STREET | MIDDLETOWN | CT | 064573427 | PC | TO SUPPORT THE NORTHERN MIDDLESEX Y SOUTH END RENOVATION AND EXPANSION | $200,000 | |
| MIDDLETOWN PUBLIC SCHOOLS | |||||||
| 311 HUNTING HILL AVENUE | MIDDLETOWN | CT | 06457 | PC | TO SUPPORT THE FAMILY ENGAGEMENT LIAISON PROGRAM | $7,500 | |
| MUSIC AND POETRY SYNCHRONIZED INC (MAPS) | |||||||
| 39 MASSASOIT STREET | NORTHAMPTON | MA | 01060 | PC | TO SUPPORT MUSIC AND POETRY SYNCHRONIZED (MAPS) PROGRAMMING | $10,000 | |
| MUTUAL HOUSING ASSOCIATION OF GREATER HARTFORD INC | |||||||
| 95 NILES STREET | HARTFORD | CT | 06105 | PC | TO SUPPORT THE HOUSING RESOURCE CENTER | $10,000 | |
| NEIGHBORHOOD HOUSING SERVICES OF NEW BRITAIN INC | |||||||
| 223 BROAD STREET | NEW BRITAIN | CT | 060534107 | PC | TO SUPPORT FINANCIAL LITERACY FOR MARGINALIZED POPULATIONS | $5,000 | |
| NEIGHBORHOOD HOUSING SERVICES OF NEW HAVEN | |||||||
| 333 SHERMAN AVENUE | NEW HAVEN | CT | 06511 | PC | TO SUPPORT THE NEIGHBORHOOD REVITALIZATION INITIATIVE | $25,000 | |
| NEW HAVEN HOMEOWNERSHIP CENTER | |||||||
| 333 SHERMAN AVENUE | NEW HAVEN | CT | 06511 | PC | TO SUPPORT HOMEOWNERSHIP PROMOTION AND PRESERVATION COUNSELING | $10,000 | |
| NEW HAVEN INTERNATIONAL FESTIVAL OF ARTS & IDEAS | |||||||
| 195 CHURCH STREET | NEW HAVEN | CT | 06510 | PC | TO SUPPORT THE HIGH SCHOOL FELLOWSHIP PROGRAM | $5,000 | |
| NEW HAVEN PROMISE | |||||||
| 28 LINCOLN WAY | NEW HAVEN | CT | 06510 | PC | TO SUPPORT BACK NEW HAVEN | $10,000 | |
| NEW LONDON AREA FOOD COALITION INC | |||||||
| 110 GARFIELD AVENUE | NEW LONDON | CT | 06320 | PC | TO ADDRESS FOOD INSECURITY IN SOUTHEASTERN CT | $5,000 | |
| THE NEW LONDON COMMUNITY MEAL CENTER INC | |||||||
| 12 MONTAUK AVENUE | NEW LONDON | CT | 063204944 | PC | TO PURCHASE FOOD | $10,000 | |
| NEW LONDON HOMELESS HOSPITALITY CENTER | |||||||
| 730 STATE PIER ROAD | NEW LONDON | CT | 06320 | PC | TO SUPPORT THE EMPLOYMENT PROGRAM | $7,500 | |
| NEW LONDON YOUTH AFFAIRS | |||||||
| 111 UNION STREET | NEW LONDON | CT | 06320 | PC | TO SUPPORT TEEN LINKS | $5,000 | |
| NEW REACH | |||||||
| 269 PECK STREET | NEW HAVEN | CT | 06513 | PC | TO SUPPORT THE AFFORDABLE HOUSING INITIATIVE | $15,000 | |
| NUTMEG BIG BROTHERSSISTERS | |||||||
| 30 LAUREL STREET SUITE 3 | HARTFORD | CT | 06106 | PC | TO SUPPORT COMMUNITY-BASED MENTORING IN CONNECTICUT | $10,000 | |
| ODDFELLOWS PLAYHOUSE | |||||||
| 128 WASHINGTON STREET | MIDDLETOWN | CT | 06457 | PC | TO SUPPORT THE ODDBRIDGE AFTER-SCHOOL PROGRAM | $5,000 | |
| OIC OF NEW BRITAIN INC | |||||||
| 114 NORTH STREET | NEW BRITAIN | CT | 06051 | PC | TO SUPPORT THE STEM LAB | $4,974 | |
| OUR PIECE OF THE PIE | |||||||
| 20-28 SARGEANT STREET | HARTFORD | CT | 06105 | PC | TO SUPPORT THE OPP IN COMMUNITIES: YOUTH EMPOWERMENT AND POST-COVID RESILIENCE FOR SUCCESS PROGRAM | $10,000 | |
| PARTNERSHIP FOR STRONG COMMUNITIES | |||||||
| 227 LAWRENCE STREET | HARTFORD | CT | 06006 | PC | TO SUPPORT INCREASING HOUSING AFFORDABILITY, CREATION, CHOICE, AND STABILITY IN CONNECTICUT | $25,000 | |
| PILLAR COMMUNITY DEVELOPMENT CORPORATION | |||||||
| 1151 BLUE HILLS AVE | BLOOMFIELD | CT | 06002 | PC | TO SUPPORT THE YOUNG MEN OF DISTINCTION PROGRAM | $5,000 | |
| PLAINVILLE COMMUNITY FOOD PANTRY INC | |||||||
| 54 SOUTH CANAL STREET | PLAINVILLE | CT | 06062 | PC | TO SUPPORT PLAINVILLE COMMUNITY FOOD PANTRY INTERVENTION, OUTREACH AND REFERRAL PROGRAM | $5,000 | |
| POLICE ACTIVITY LEAGUE OF MIDDLETOWN INC | |||||||
| 222 MAIN STREET | MIDDLETOWN | CT | 06457 | PC | TO SUPPORT MIDDLETOWN PAL BOXING | $10,000 | |
| PRO BONO PARTNERSHIP INC | |||||||
| 237 MAMARONECK AVENUE SUITE 305 | WHITE PLAINS | NY | 10605 | PC | TO PROVIDE LEGAL SERVICES FOR CONNECTICUT NONPROFITS | $5,000 | |
| PROJECT IMO INC | |||||||
| 50 LARROW DRIVE | NORTH WINDHAM | CT | 06256 | PC | TO SUPPORT THE TEEN CENTER CREATOR SPACE TECHNOLOGY EXPANSION & YOUTH PROMISE PROGRAM | $5,000 | |
| REBUILDING TOGETHER HARTFORD INC | |||||||
| PO BOX 230295 | HARTFORD | CT | 06123 | PC | TO SUPPORT THE CRITICAL HOME REPAIR PROGRAM | $10,000 | |
| REVITALIZE COMMUNITY DEVELOPMENT CORPORATION | |||||||
| 240 CADWELL DRIVE | SPRINGFIELD | MA | 01104 | PC | TO SUPPORT THE #GREENNFIT NEIGHBORHOOD REBUILD SPRINGFIELD | $10,000 | |
| SAINT FRANCIS HOSPITAL AND MEDICAL CENTER | |||||||
| 114 WOODLAND STREET | HARTFORD | CT | 06105 | PC | TO SUPPORT THE IT STARTS HERE PROGRAM | $5,000 | |
| SCORE FAIRFIELD COUNTY CHAPTER | |||||||
| 101 EAST AVENUE | NORWALK | CT | 06851 | PC | TO SUPPORT SMALL BUSINESS TRAINING WORKSHOPS | $2,000 | |
| SCOTLAND VOLUNTEER FIRE DEPARTMENT INC | |||||||
| PO BOX 48 47 BROOK ROAD | SCOTLAND | CT | 06264 | PC | TO SUPPORT AN INTRODUCTORY HIGH SCHOOL EMS COURSE AND POST-SECONDARY CONTINUING EDUCATION | $5,000 | |
| SCSU FOUNDATION INC | |||||||
| 501 CRESCENT STREET | NEW HAVEN | CT | 06515 | PC | TO SUPPORT THE SCSU SCHOOL OF BUSINESS IMPACT GREATER NEW HAVEN NONPROFIT INTERNSHIP PROGRAM | $10,000 | |
| THE SHORELINE SOUP KITCHENS & PANTRIES INC | |||||||
| PO BOX 804 | ESSEX | CT | 06426 | PC | TO SUPPORT PANTRY FOOD DISTRIBUTION | $5,000 | |
| SINA | |||||||
| 207 WASHINGTON STREET | HARTFORD | CT | 06106 | PC | TO SUPPORT THE WASHINGTON STREET DEVELOPMENT PLAN | $15,000 | |
| SPRINGFIELD JEWISH COMMUNITY CENTER | |||||||
| 1160 DICKINSON STREET | SPRINGFIELD | MA | 01108 | PC | TO SUPPORT SUSTAINABLE BEFORE AND AFTER SCHOOL CARE: SUPPORTING CHILDREN AT PLAY (CAP; WITHIN THE EAST LONGMEADOW PUBLIC SCHOOL DISTRICT) AND KIDSPACE (KS; WITHIN THE LONGMEADOW AND SPRINGFIELD PUBLIC SCHOOL COMMUNITIES.) | $10,000 | |
| SQUARE ONE | |||||||
| SQUARE ONE | SPRINGFIELD | MA | 01103 | PC | TO SUPPORT SQUARE ONE SCHOOL-AGED CARE AND ENRICHMENT PROGRAMMING | $5,000 | |
| ST MARTIN DE PORRES ACADEMY | |||||||
| 208 COLUMBUS AVENUE | NEW HAVEN | CT | 06519 | PC | TO SUPPORT THE GRADUATE SUPPORT PROGRAM | $5,000 | |
| STEAM-TRAIN INC | |||||||
| P O BOX 2321 | MIDDLETOWN | CT | 06457 | PC | TO SUPPORT STEAM TRAIN'S FAST TRACK ACADEMY | $8,500 | |
| THE TECH FOUNDRY | |||||||
| 1391 MAIN STREET 9TH FLOOR | SPRINGFIELD | MA | 01103 | PC | TO SUPPORT TECH FOUNDRY IT SUPPORT TRAINING PROGRAM 2024-2025 | $7,500 | |
| THAMES RIVER COMMUNITY SERVICE INC | |||||||
| ONE THAMES RIVER PLACE | NORWICH | CT | 06360 | PC | TO SUPPORT YOUNG PARENTS IN SECURING EMPLOYMENT AND PERMANENT HOUSING | $5,000 | |
| TRAVELING TOYS INC | |||||||
| 1 STATE STREET | GUILFORD | CT | 06347 | PC | TO SUPPORT THE FIRST TOY LENDING LIBRARY WITHIN THE TEENS' SECTION OF THE NEW BRITAIN PUBLIC LIBRARY | $2,732 | |
| TRINITY ACADEMY | |||||||
| 10 WOODLAND STREET | HARTFORD | CT | 06105 | PC | TO SUPPORT THE TRINITY ACADEMY AFTER SCHOOL PROGRAM | $2,500 | |
| UNITED WAY OF CENTRAL AND NORTHEASTERN CT | |||||||
| 30 LAUREL STREET | HARTFORD | CT | 06106 | PC | CORPORATE GIFT | $16,900 | |
| UNITED WAY OF GREATER NEW HAVEN | |||||||
| 370 JAMES ST SUITE 403 | NEW HAVEN | CT | 06513 | PC | CORPORATE GIFT | $7,350 | |
| UNITED WAY OF GREATER WATERBURY | |||||||
| 100 NORTH ELM STREET 2ND FLOOR | WATERBURY | CT | 06702 | PC | CORPORATE GIFT | $5,250 | |
| UNITED WAY OF MERIDEN AND WALLINGFORD | |||||||
| 35 PLEASANT STREET SUITE 1E | MERIDEN | CT | 06450 | PC | CORPORATE GIFT | $5,250 | |
| UNITED WAY OF NAUGATUCK AND BEACON FALLS | |||||||
| 270 CHURCH STREET | NAUGATUCK | CT | 06770 | PC | CORPORATE GIFT | $4,200 | |
| UNITED WAY OF PIONEER VALLEY | |||||||
| 1441 MAIN STREET SUITE 147 | SPRINGFIELD | MA | 01103 | PC | CORPORATE GIFT | $2,625 | |
| UNITED WAY OF SOUTHEASTERN CT | |||||||
| 283 STODDARDS WHARF ROAD | GALES FERRY | CT | 063350375 | PC | TO SUPPORT THE GEMMA E MORAN UNITED WAY/LABOR FOOD CENTER | $10,000 | |
| UNITED WAY OF SOUTHEASTERN CT | |||||||
| 283 STODDARDS WHARF ROAD | GALES FERRY | CT | 063350375 | PC | CORPORATE GIFT | $17,000 | |
| UNITED WAY OF SOUTHINGTON | |||||||
| 35 N MAIN ST SUITE 3A-9 | SOUTHINGTON | CT | 06489 | PC | CORPORATE GIFT | $1,050 | |
| UNITED WAY OF WEST CENTRAL CONNECTICUT | |||||||
| 440 N MAIN STREET SUITE D | BRISTOL | CT | 06010 | PC | CORPORATE GIFT | $2,625 | |
| URBAN LEAGUE OF GREATER HARTFORD INC | |||||||
| 140 WOODLAND STREET | HARTFORD | CT | 06105 | PC | TO SUPPORT THE FINANCIAL OPPORTUNITY CENTER | $25,000 | |
| VALLEY UNITED WAY | |||||||
| 54 GROVE STREET SUITE 1 | SHELTON | CT | 06484 | PC | CORPORATE GIFT | $3,150 | |
| VILLAGE FOR FAMILIES & CHILDREN | |||||||
| 1680 ALBANY AVENUE | HARTFORD | CT | 06105 | PC | TO SUPPORT THE FINANCIAL OPPORTUNITY CENTER AT THE VILLAGE | $9,000 | |
| WATERBURY PROMISE INC | |||||||
| 236 GRAND STREET SUITE 120 | WATERBURY | CT | 06702 | PC | TO SUPPORT WATERBURY PROMISE'S COMPREHENSIVE COLLEGE ACCESS AND SUCCESS PROGRAM | $10,000 | |
| WATERBURY YOUTH SERVICES INC | |||||||
| 83 PROSPECT STREET | WATERBURY | CT | 06702 | PC | TO SUPPORT THE LINKING ACADEMICS TO LIFE (LAL) PROGRAM | $5,000 | |
| THE WEST INDIAN FOUNDATION | |||||||
| 116 COTTAGE GROVE RD SUITE | BLOOMFIELD | CT | 06002 | PC | TO SUPPORT THE THE LPN BRIDGE PROGRAM | $25,000 | |
| AURORA WOMEN AND GIRLS FOUNDATION | |||||||
| PO BOX 370537 | WEST HARTFORD | CT | 06137 | PC | TO SUPPORT THE 2024 WILLARD M. MCRAE COMMUNITY DIVERSITY AWARD - AURORA WOMEN AND GIRLS FOUNDATION | $10,000 | |
| WINDHAM PUBLIC SCHOOLS | |||||||
| 355 HIGH STREET UNIT B | WILLIMANTIC | CT | 06226 | PC | TO SUPPORT BEFORE & AFTER SCHOOL PROGRAMS AT WINDHAM ELEMENTARY SCHOOLS | $10,000 | |
| WINDHAM REGION NO FREEZE PROJECT INC | |||||||
| PO BOX 46 459 VALLEY ST | WILLIMANTIC | CT | 06226 | PC | TO SUPPORT THE DIVERSION PROGRAM | $5,000 | |
| WOMEN'S BUSINESS DEVELOPMENT COUNCIL | |||||||
| 184 BEDFORD STREET SUITE 201 | STAMFORD | CT | 069011914 | PC | TO SUPPORT EDUCATION & TRAINING FOR WOMEN-OWNED SMALL BUSINESSES | $20,000 | |
| THE WORKPLACE | |||||||
| 1000 LAFAYETTE BOULEVARD 5T FLOOR | BRIDGEPORT | CT | 06604 | PC | TO SUPPORT DRESS FOR SUCCESS NEW HAVEN | $10,000 | |
| WORLD AFFAIRS COUNCIL OF CONNECTICUT | |||||||
| 1049 ASYLUM AVE | HARTFORD | CT | 06447 | PC | TO SUPPORT THE HARFORD MODEL UN PROGRAM | $5,000 | |
| YMCA OF GREATER SPRINGFIELD | |||||||
| PO BOX 15329 1500 MAIN STREET SUITE | SPRINGFIELD | MA | 01115 | PC | TO SUPPORT BEFORE & AFTER SCHOOL PROGRAMMING FOR YOUTH | $15,000 | 256 |
| YOUNG MENS CHRISTIAN ASSOCIATION OF WALLINGFORD INC | |||||||
| 81 SOUTH ELM STREET | WALLINGFORD | CT | 06492 | PC | TO SUPPORT THE YMCA HEALTHY COMMUNITY CAMPAIGN - JUST ADD WATER | $50,000 | |
| YWCA HARTFORD REGION INC | |||||||
| 135 BROAD STREET | HARTFORD | CT | 06105 | PC | TO SUPPORT THE YW CAREER WOMEN PROGRAM | $5,000 | |
| YWCA OF NEW BRITAIN | |||||||
| 19 FRANKLIN SQUARE | NEW BRITAIN | CT | 06051 | PC | TO SUPPORT STRIVE (STRENGTH, TEAMWORK, RESPECT, INDIVIDUALS, VISION EXCELLENCE) PROGRAM | $5,000 | |
| UNIVERSITY OF CONNECTICUT | |||||||
| 2131 HILLSIDE ROAD UNIT 3088 | STORRS | CT | 06269 | PC | DONALD B. WILBURY SCHOLARSHIP | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,072,056 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $850,641 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,894,980 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,745,621 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,745,621 | 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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED INCOME | BondNm |
| EOY Book Value | $13,094,209 | EOYBookValueAmt |
| EOYFMV | $13,094,209 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITY | StockNm |
| EOY Book Value | $28,942,818 | EOYBookValueAmt |
| EOYFMV | $28,942,818 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS EXPENSES | Desc |
| Revenue And Expenses Per Books | $8,550 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,550 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $1,832,401 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX PAYABLE | Desc |
| BOY Book Value | $934 | BOYBookValueAmt |
| EOY Book Value | $12,133 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $236,738 | Amt |
| Net Investment Income | $236,738 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $11,198 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |