WESTBROOK FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- WESTBROOK FOUNDATION INC (EIN 22-2549826)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-04
- IRS object ID
- 202213089349100211
- Schema version
- 2021v4.0
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-04T06:10:17-07:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 061533072 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lewitz Balosie Wollack Rayner & Giroux LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 36 Elm St | AddressLine1Txt |
| City | Old Saybrook | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06475 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222549826 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTBROOK FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WEST | BusinessNameControlTxt |
| Phone | 8603998676 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 528 | AddressLine1Txt |
| City | Westbrook | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06498 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL WINCH | PersonNm |
| Person Title | Chairman | PersonTitleTxt |
| Signature | 2022-11-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PAUL | PersonFirstNm |
| Person Last | WINCH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH J WOLLACK CPA | PreparerPersonNm |
| PTIN | P01217255 | PTIN |
| Phone | 8603884451 | PhoneNum |
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 |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,598,853 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $12,885 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $282,734 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $282,734 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,197,039 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,987,470 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,197,039 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,492,658 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,479,773 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $1,512 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $9,600 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $100,501 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $76,244 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $14,754 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $40,235 | TaxesRevAndExpnssAmt |
| Printing And Pub Rev And Expnss | $9,408 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $8,467 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $31,830 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $3,960 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $193,086 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $76,244 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $27,181 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $453,733 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $453,733 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $646,819 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $76,244 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $480,914 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $845,839 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,403,529 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $420,356 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $257,434 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $257,434 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,511,723 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,724,050 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,853,661 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,944,078 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,671,232 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,109,881 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $226,585 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $295,865 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $377,877 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $8,102,742 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,948,581 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,598,853 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $340,955 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $367,454 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $7,761,787 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $8,581,127 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,102,742 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,948,581 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,102,742 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,948,581 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,102,742 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $845,839 | ExcessRevenueOverExpensesAmt |
| Subtotal | $8,948,581 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $8,948,581 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SALE OF SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2000-01-01 | AcquiredDt |
| Sold | 2021-12-31 | SoldDt |
| Gross Sales Price | $2,987,470 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,790,431 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,197,039 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,197,039 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,197,039 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $19,509 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $19,509 | SubtotalAmt |
| Tax Based On Investment Income | $19,509 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $20,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $5,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $25,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $79 | EsPenaltyAmt |
| Overpayment | $5,412 | OverpaymentAmt |
| Applied To ES Tax | $5,412 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.westbrookfoundation.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAUL WINCH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8603041757 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 195 DENNISON ROAD | AddressLine1Txt |
| City | WESTBROOK | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06498 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| JOAN ANGELINI | ||||||
| PO BOX 528 | WESTBROOK | CT | 06498 | Director | 1.00 | $0 |
| MIKE ENGELS | ||||||
| PO BOX 528 | WESTBROOK | CT | 06498 | Director | 1.00 | $0 |
| LAWRENCE LARIVIERE | ||||||
| PO BOX 528 | WESTBROOK | CT | 06498 | Treasurer | 3.00 | $0 |
| KATHLEEN CIETANNO | ||||||
| PO BOX 528 | WESTBROOK | CT | 06498 | Director | 1.00 | $0 |
| PAUL WINCH | ||||||
| PO BOX 528 | WESTBROOK | CT | 06498 | CHAIRPERSON | 2.00 | $0 |
| JEFF DICKEY | ||||||
| PO BOX 528 | WESTBROOK | CT | 06498 | Secretary | 2.00 | $0 |
| SID HOLBROOK | ||||||
| PO BOX 528 | WESTBROOK | CT | 06498 | Director | 1.00 | $0 |
| AN-MING TRUXES | ||||||
| PO BOX 528 | WESTBROOK | CT | 06498 | Director | 1.00 | $0 |
| TIFFINI HOVEY | ||||||
| PO BOX 528 | WESTBROOK | CT | 06498 | Director | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORGAN STANLEY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 433 SOUTH MAIN ST 100 | AddressLine1Txt |
| City | WEST HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $76,244 | CompensationAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $12,636,197 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $338,895 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,975,092 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $12,975,092 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $194,626 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,780,466 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $639,023 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $639,023 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $19,509 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $19,509 | TotalTaxAmt |
| Distributable Before Adj | $619,514 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $619,514 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $619,514 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $480,914 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $480,914 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $619,514 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $178,415 | UndistributedIncomePYAmt |
| Qualifying Distributions | $480,914 | QualifyingDistributionsAmt |
| Applied To Year1 | $178,415 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $302,499 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $317,015 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | WESTBROOK FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 528 | AddressLine1Txt |
| City | WESTBROOK | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06498 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8603998676 | RecipientPhoneNum |
| Recipient Email Address | GRANTS@WESTBROOKFOUNDATION.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | THERE IS A GRANT APPLICATION FORM THAT CAN BE FOUND ON THEIR WEBSITE: WESTBROOKFOUNDATION.ORG/GRANTS/ | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APRIL 1 AND OCTOBER 1 | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE OFFERED TO ELIGIBLE ORGANIZATIONS THAT PROVIDE PROGRAMS AND SERVICES TO FULFILL THE NEEDS OF THE MISSION OF THE FOUNDATION (MEDICAL, EDUCATIONAL, SOCIAL WELFARE, CULTURAL, RECREATIONAL, AND CIVIC NEEDS OF THE CITIZENS OF THE TOWN OF WESTBROOK). | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (89 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Camp Hazen YMCA | |||||||
| 204 WEST MAIN STREET | CHESTER | CT | 06412 | None | PC | CAMP SCHOLARSHIPS | $11,000 |
| First Congregational Church of West | |||||||
| PO Box E | Westb | CT | 06498 | None | PC | GRANT FOR FIRE SUPRESSION SYSTEM UPGRADE | $30,000 |
| Town of Westbrook | |||||||
| 866 BOSTON POST ROAD | WESTBROOK | CT | 06498 | None | GOV | GRANTS TO BENEFIT THE RESIDENTS OF THE TOWN OF WESTBROOK | $51,200 |
| BARE NECESSITIES | |||||||
| 24 WEST MAIN STREET SUITE 414 | CLINTON | CT | 06413 | None | PC | GRANT TO STRENGTHEN THE PROGRAMS & SERVICES OF BARE NECESSITES TO PROVIDE DIAPERS TO THE WESTBROOK COMMUNITY | $6,000 |
| HIGH HOPES THERAPEUTIC RIDING | |||||||
| 36 TOWN WOODS ROAD | OLD LYME | CT | 06371 | None | PC | FINANCIAL AID FOR WESTBROOK RESIDENTS WHO HAVE PHYSICAL, MENTAL, AND/OR EMOTIONAL DISABILITIES TO ATTEND THERAPEUTIC PROGRAM | $5,000 |
| VALLEY SHORE YMCA | |||||||
| 201 SPENCER PLAINS ROAD | WESTBROOK | CT | 06498 | None | PC | ANNUAL DAISY INGRAHAM FIT KIDS PROGRAM GRANT | $48,250 |
| WESTBROOK HISTORICAL SOCIETY INC | |||||||
| PO BOX 148 | WESTBROOK | CT | 06498 | None | PC | GRANT TOWARDS REPAIRS OF GRAVESTONES IN OLD BURYING GROUND AND THE LOWER CEMETERY | $18,100 |
| AMANDA WILDERMAN | |||||||
| 861 OLD CLINTON ROAD | WESTBROOK | CT | 06498 | None | I | COLLEGE SCHOLARSHIP | $2,500 |
| CHRISTINE BANKS | |||||||
| 95 WESTBROOK HEIGHTS ROAD | WESTBROOK | CT | 06498 | None | I | COLLEGE SCHOLARSHIP | $4,000 |
| DAMARYS NIKOL JARA | |||||||
| 922 BOSTON POST ROAD | WESTBROOK | CT | 06498 | None | I | COLLEGE SCHOLARSHIP | $1,750 |
| DANIEL PERREAULT | |||||||
| 104 PINE LAKE ROAD | WESTBROOK | CT | 06498 | None | I | COLLEGE SCHOLARSHIP | $1,000 |
| DANYELLE ENGELS | |||||||
| 83 MALABAR DRIVE | WESTBROOK | CT | 06498 | None | I | COLLEGE SCHOLARSHIP | $1,000 |
| HALLE BARRON | |||||||
| 1250 ESSEX ROAD | WESTBROOK | CT | 06498 | None | I | COLLEGE SCHOLARSHIP | $1,750 |
| JASON MATUNAS | |||||||
| 203 FOX HOPYARD ROAD | EAST HADDAM | CT | 06423 | None | I | COLLEGE SCHOLARSHIP | $500 |
| JULIANA HORNE | |||||||
| 26 CATHERINE STREET | WESTBROOK | CT | 06498 | None | I | COLLEGE SCHOLARSHIP | $1,250 |
| KAITLYN LUFT | |||||||
| 827 WEST POND MEADOW ROAD | WESTBROOK | CT | 06498 | None | I | COLLEGE SCHOLARSHIP | $1,000 |
| KEYSI ANAHI JARA CALLE | |||||||
| 1180 OLD CLINTON ROAD | WESTBROOK | CT | 06498 | None | I | COLLEGE SCHOLARSHIP | $1,250 |
| MARISSA MCNARY | |||||||
| 69 WINTERBERRY CIRCLE | WESTBROOK | CT | 06498 | None | I | COLLEGE SCHOLARSHIP | $1,500 |
| SAMANTHA CATES | |||||||
| 1088 OLD CLINTON ROAD | WESTBROOK | CT | 06498 | None | I | COLLEGE SCHOLARSHIP | $3,750 |
| TIRZAH BLOMQUIST | |||||||
| 1706 BOSTON POST ROAD | WESTBROOK | CT | 06498 | None | I | COLLEGE SCHOLARSHIP | $6,250 |
| SHORELINE SOUP KITCHEN | |||||||
| 336 MAIN STREET | OLD SAYBROOK | CT | 06475 | None | PC | FEED THOSE IN NEED | $40,000 |
| ESTUARY COUNCIL OF SENIORS INC | |||||||
| 220 MAIN ST | OLD SAYBROOK | CT | 06475 | None | PC | General Use | $5,000 |
| LITERACY VOLUNTEERS - VALLEY SHORE | |||||||
| 61 GOODSPEED DR | WESTBROOK | CT | 06498 | None | PC | General Use | $1,700 |
| ROTARY CLUB OF OLD SAYBROOK | |||||||
| PO Box 1125 | OLD SAYBROOK | CT | 06475 | None | PC | General Use | $1,600 |
| SARAH INC | |||||||
| 1620 BOSTON POST RD 200 | WESTBROOK | CT | 06498 | None | PC | General Use | $5,000 |
| FRIENDS OF THE WESTBROOK LIBRARY | |||||||
| 61 GOODSPEED DRIVE | WESTBROOK | CT | 06498 | None | PC | General Use | $7,000 |
| FINIAN MCGANNON | |||||||
| 16 CHRISTINA LANE | WESTBROOK | CT | 06498 | None | I | College Scholarship | $5,250 |
| AVERY BAUMAN | |||||||
| 389 FAIRVIEW RD | WESTBROOK | CT | 06498 | None | I | College Scholarship | $1,500 |
| NATHAN COMMENT | |||||||
| 281 WRIGHTS POND RD | WESTBROOK | CT | 06498 | None | I | College Scholarship | $1,500 |
| ALEXANDRA KOPLAS | |||||||
| 573 TOBY HILL RD | WESTBROOK | CT | 06498 | None | I | College Scholarship | $3,500 |
| ALEXANDRIA YOUNG | |||||||
| 40 SAGAMORE TERRACE SOUTH | WESTBROOK | CT | 06498 | None | I | SCHOLARSHIP | $1,250 |
| COLIN SUTHERLAND | |||||||
| 7 CHURCHILL RD | WESTBROOK | CT | 06498 | None | I | College Scholarship | $1,750 |
| GAVIN LABREC | |||||||
| 1 LIBERTY STREET | CHESTER | CT | 06412 | None | I | College Scholarship | $1,750 |
| IAN WHITEHOUSE | |||||||
| 40 FISHING BROOK RD | WESTBROOK | CT | 06498 | None | I | College Scholarship | $750 |
| ISABEL ARAYA | |||||||
| 488 MCVEAGH RD | WESTBROOK | CT | 06498 | None | I | College Scholarship | $3,500 |
| JACLYN GRACE | |||||||
| 16 LEA DR | WESTBROOK | CT | 06498 | None | I | College Scholarship | $2,500 |
| JULIANA FABRIZI | |||||||
| 42 CHRISTINA LN | WESTBROOK | CT | 06498 | None | I | College Scholarship | $3,500 |
| KENDALL ORLOWSKI | |||||||
| 36 RUNNING PINE RD | WESTBROOK | CT | 06498 | None | I | College Scholarship | $750 |
| MADELINE SHAW | |||||||
| 176 DENNISON RD | WESTBROOK | CT | 06498 | None | I | College Scholarship | $1,750 |
| MADISON LIBERATORE | |||||||
| 59 CHRISTINA LANE | WESTBROOK | CT | 06498 | None | I | College Scholarship | $2,000 |
| MARIE BAVELY | |||||||
| 154 OSPREY CIRCLE | WESTBROOK | CT | 06498 | None | I | College Scholarship | $2,500 |
| MICAYLA MALCHIODI | |||||||
| 250A BOSTON POST RD | WESTBROOK | CT | 06498 | None | I | College Scholarship | $1,000 |
| OLIVIA HARTZELL | |||||||
| 173 BEECH TREE LANE | WESTBROOK | CT | 06498 | None | I | College Scholarship | $1,000 |
| SARA FARNOLI | |||||||
| 2 WHITTEMORE PL | WESTBROOK | CT | 06498 | None | I | College Scholarship | $2,500 |
| SARAH DAVEY | |||||||
| 372 MEADOW LARK LANE EXTENSION | WESTBROOK | CT | 06498 | None | I | College Scholarship | $5,250 |
| SAFE HARBOR | |||||||
| 135 MALABAR DRIVE | WESTBROOK | CT | 06498 | None | PC | TO SUPPORT FACILITY IMPROVEMENTS. | $23,631 |
| SHORELINE WRESTLING ACADEMY | |||||||
| 532 POND MEADOW ROAD | WESTBROOK | CT | 06498 | None | TO START WRESTLING PROGRAM. | $5,200 | |
| WESTBROOK LITTLE LEAGUE | |||||||
| PO BOX 614 | WESTBROOK | CT | 06498 | None | PC | SCOREBOARD REPAIR & EQUIPMENT PURCHASES. | $10,800 |
| WESTBROOK SENIOR CENTER | |||||||
| 866 BOSTON POST ROAD | WESTBROOK | CT | 06498 | None | PC | EQUIPMENT PURCHASES | $5,352 |
| JUNIOR ACHIEVEMENT OF SW NEW ENGLAN | |||||||
| 70 FARMINGTON AVENUE | HARTFORD | CT | 06105 | None | SUPPORT READINESS PROGRAMMING. | $4,000 | |
| JUNIOR COLONIALS FIFE DRUM CORPS | |||||||
| PO BOX 172 | WESTBROOK | CT | 06498 | None | SUPPORT CONTINUING EDUCATION FOR MEMBERS. | $3,000 | |
| BIRDLE PATH CONSERVANCEY | |||||||
| 23 WOODS LANE | CLINTON | CT | 06413 | None | TO SUPPORT PROGRAM SERVICES. | $3,500 | |
| ALANA BOCHANIS | |||||||
| c/o 11 HILLS BEACH ROAD | BIDDEFORD | ME | 04005 | None | 1 | COLLEGE SCHOLARSHIP | $1,750 |
| ALEXA MALAZZI | |||||||
| c/o 233 GLENBROOK ROAD UNIT 4100 | STORRS | CT | 06269 | None | 1 | COLLEGE SCHOLARSHIP | $1,500 |
| BAILEY ROBERTS | |||||||
| 2055 REGENT DRIVE RM 175 | BOULDER | CO | 80309 | None | 1 | COLLEGE SCHOLARSHIP | $1,000 |
| BRENDEN ENGELS | |||||||
| c/o PO BOX 4010 | NEW BRITAIN | CT | 06050 | None | 1 | COLLEGE SCHOLARSHIP | $1,000 |
| BRIANNE YANCEY | |||||||
| c/o 100 TRAINING HILL ROAD | MIDDLETOWN | CT | 06457 | None | 1 | COLLEGE SCHOLARSHIP | $1,000 |
| BROOKE NERI | |||||||
| c/o 175 FOREST STREET RAUCH 123 | WALTHAM | MA | 02452 | 1 | COLLEGE SCHOLARSHIP | $2,750 | |
| CIERRA BRUNDAGE | |||||||
| c/o 291 SPRINGFIELD STREET | CHICOPEE | MA | 01013 | None | 1 | COLLEGE SCHOLARSHIP | $2,250 |
| COLE STRZELECKI | |||||||
| c/o 1215 WILBRAHAM ROAD | SPRINGFIELD | MA | 01119 | None | 1 | COLLEGE SCHOLARSHIP | $3,000 |
| COLIN HEILMANN | |||||||
| c/o 315 TURNPIKE STREET | NORTH ANDOVER | MA | 01845 | None | 1 | COLLEGE SCHOLARSHIP | $4,750 |
| COOPER WHITEHOUSE | |||||||
| c/o PO BOX 8795 | WILLIAMSBURG | VA | 23187 | None | 1 | COLLEGE SCHOLARSHIP | $2,000 |
| DANIEL RUPPENICKER | |||||||
| c/o 800 WASHINGTON STREET SW | BLACKSBURG | VA | 24061 | None | 1 | COLLEGE SCHOLARSHIP | $3,000 |
| DEVIN MULVIHILL | |||||||
| 1073 NORTH BENSON ROAD | FAIRFIELD | CT | 06824 | None | 1 | COLLEGE SCHOLARSHIP | $2,500 |
| DEVON YOUNG | |||||||
| c/o 500 LINDBURGH DRIVE | HARTFORD | CT | 06114 | None | 1 | COLLEGE SCHOLARSHIP | $1,000 |
| ELIZABETH GALLAGHER | |||||||
| c/o 4501 NORTH CHARLES STREET | BALTIMORE | MD | 21210 | None | 1 | COLLEGE SCHOLARSHIP | $2,750 |
| ELIZABETH LEAKE | |||||||
| c/o 800 LANCASTER AVE | VILLANOVA | PA | 19085 | None | 1 | COLLEGE SCHOLARSHIP | $3,000 |
| EMMA PARKHURST | |||||||
| c/o 600 FORBES AVENUE | PITTSBURGH | PA | 15282 | None | 1 | COLLEGE SCHOLARSHIP | $1,000 |
| GARETH WHITEHOUSE | |||||||
| c/o 1 BEAR PLACE 97048 | WACO | TX | 76798 | None | 1 | COLLEGE SCHOLARSHIP | $2,000 |
| HANNAH SCHILLING | |||||||
| c/o 1 DENT DRIVE | LEWISBURG | PA | 17837 | None | 1 | COLLEGE SCHOLARSHIP | $3,500 |
| ISABELLE ESPOSITO | |||||||
| c/o 275 MT CARMEL AVE | HAMDEN | CT | 06518 | None | 1 | COLLEGE SCHOLARSHIP | $2,500 |
| JACK NACCARATO | |||||||
| c/o 800 WASHINGTON STREET SW | BLACKSBURG | VA | 24061 | None | 1 | COLLEGE SCHOLARSHIP | $1,000 |
| JESSE MCGANNON | |||||||
| c/o 2TH AND O ST NW | WASHINGTON | DC | 20057 | None | 1 | COLLEGE SCHOLARSHIP | $5,500 |
| KAREN SICHA | |||||||
| c/o 501 CRESCENT STREET | NEW HAVEN | CT | 06515 | None | 1 | COLLEGE SCHOLARSHIP | $5,750 |
| KATELYN WALLACE | |||||||
| c/o 11 GARRISON AVENUE | DURHAM | NH | 03824 | None | 1 | COLLEGE SCHOLARSHIP | $2,500 |
| KAYLA AREVALO | |||||||
| c/o 501 CRESCENT STREET | NEW HAVEN | CT | 06515 | None | 1 | COLLEGE SCHOLARSHIP | $4,000 |
| KILEY MCCARTHY | |||||||
| c/o 6015 CAMPUS DELIVERY | FORT COLLINS | CO | 80523 | None | 1 | COLLEGE SCHOLARSHIP | $3,500 |
| LAUREN HORNE | |||||||
| c/o PO BOX 183248 | COLUMBUS | OH | 43218 | None | 1 | COLLEGE SCHOLARSHIP | $3,900 |
| LUCA TROOP | |||||||
| c/o 233 GLENBROOK ROAD UNIT 4100 | STORRS | CT | 06269 | None | 1 | COLLEGE SCHOLARSHIP | $5,500 |
| MARGUERITE BARTLETT | |||||||
| c/o 26 EAST MAIN STREET | NORTON | MA | 02766 | None | 1 | COLLEGE SCHOLARSHIP | $6,000 |
| MEGAN GREAVES | |||||||
| c/o 26 EAST MAIN STREET | NORTON | MA | 02766 | None | 1 | COLLEGE SCHOLARSHIP | $1,000 |
| MICHAEL COX | |||||||
| c/o PO BOX 4010 | NEW BRITAIN | CT | 06050 | None | 1 | COLLEGE SCHOLARSHIP | $2,500 |
| NICHOLAS PALUMBO | |||||||
| c/o 333 WESTERN AVE | WESTFIELD | MA | 01085 | None | 1 | COLLEGE SCHOLARSHIP | $3,000 |
| NOSLIN ANTUNEZ | |||||||
| c/o 437 PEQUOT AVENUE | NEW LONDON | CT | 06320 | None | 1 | COLLEGE SCHOLARSHIP | $3,500 |
| REBECCA ROWE-INDICH | |||||||
| c/o 501 CRESCENT STREET | NEW HAVEN | CT | 06515 | None | 1 | COLLEGE SCHOLARSHIP | $1,000 |
| SARAH LUFT | |||||||
| c/o 365 FIFTH AVE | NEW YORK | NY | 10016 | None | 1 | COLLEGE SCHOLARSHIP | $1,000 |
| TYLER HOADLEY | |||||||
| c/o 800 WASHINGTON STREET SW | BLACKSBURG | VA | 24061 | None | 1 | COLLEGE SCHOLARSHIP | $2,000 |
| ZACHARY TRUE | |||||||
| c/o 233 GLENBROOK ROAD UNIT 4100 | STORRS | CT | 06269 | None | 1 | COLLEGE SCHOLARSHIP | $2,500 |
| ZACHARY ZANZALARI | |||||||
| c/o 1 OLD FERRY ROAD | BRISTOL | RI | 02809 | None | 1 | COLLEGE SCHOLARSHIP | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $453,733 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $282,734 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,197,039 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,479,773 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,479,773 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $9,600 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED INCOME | BondNm |
| EOY Book Value | $4,671,232 | EOYBookValueAmt |
| EOYFMV | $5,109,881 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Publicly Traded Corporate Stocks | StockNm |
| EOY Book Value | $3,724,050 | EOYBookValueAmt |
| EOYFMV | $7,853,661 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | EXCHANGE TRADED FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $295,865 | BookValueAmt |
| EOYFMV | $377,877 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legal Fees | $1,512 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| MISCELLANEOUS | $25,310 | |
| OFFICE EXPENSE | $771 | |
| POSTAGE | $1,140 | |
| PUBLICITY | $4,400 | $3,960 |
| Web Design | $209 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CLERICAL FEES | $24,005 | $0 | $0 | $14,754 |
| INVESTMENT FEES | $76,244 | $76,244 | $0 | $0 |
| WEBSITE DESIGN | $252 | $0 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF sECTION 4940 Tax | CategoryTxt |
| Amt | $40,235 | Amt |