LIBERTY BANK FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- LIBERTY BANK FOUNDATION (EIN 06-1479957)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202243199349102649
- Schema version
- 2021v4.2
- 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
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T10:53:29-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 8602758239 | 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 | 8602758239 | PhoneNum |
| Signature | 2022-09-19 | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LORI ROTHE YOKOBOSKY CPA | PreparerPersonNm |
| PTIN | P01273422 | PTIN |
| Phone | 9732283500 | PhoneNum |
| Preparation | 2022-09-16 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $32,713,234 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $513,416 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $513,416 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,294,645 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,589,290 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,294,645 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,808,061 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,808,061 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $101,193 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $12,143 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $89,050 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,250 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $132,094 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $132,094 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $51,561 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $12,563 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $12,563 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $303,911 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $147,487 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $104,863 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $889,587 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,025,637 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,193,498 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $147,487 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,130,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,614,563 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,660,574 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $730,361 | CashBOYAmt |
| Cash EOY | $1,062,163 | CashEOYAmt |
| Cash EOYFMV | $1,062,163 | CashEOYFMVAmt |
| Corporate Stock BOY | $20,515,153 | CorporateStockBOYAmt |
| Corporate Stock EOY | $23,321,315 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $23,321,315 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $8,657,220 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $8,329,756 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $8,329,756 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $29,902,734 | TotalAssetsBOYAmt |
| Total Assets EOY | $32,713,234 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $32,713,234 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $3,476 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $27,053 | AccountsPayableEOYAmt |
| Grants Payable BOY | $320,275 | GrantsPayableBOYAmt |
| Grants Payable EOY | $108,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $323,751 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $135,053 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $29,578,983 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $32,578,181 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $29,578,983 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $32,578,181 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $29,902,734 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $32,713,234 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $29,578,983 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,614,563 | ExcessRevenueOverExpensesAmt |
| Other Increases | $384,635 | OtherIncreasesAmt |
| Subtotal | $32,578,181 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $32,578,181 | 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 | $6,589,290 | GrossSalesPriceAmt |
| Cost Or Other Basis | $3,294,645 | CostOrOtherBasisAmt |
| Gain Or Loss | $3,294,645 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $3,294,645 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,294,645 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $50,882 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $50,882 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $50,882 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $25,160 | 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 | $25,160 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $450 | EsPenaltyAmt |
| Tax Due | $26,172 | TaxDueAmt |
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 | 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 | 8602758239 | 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 (11 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 | DIRECTOR | 1.20 | $1,550 | $0 | $0 |
| CHANDLER HOWARD | ||||||||
| 245 LONG HILL ROAD | MIDDLETOWN | CT | 06457 | CHAIRMAN | 1.20 | $1,675 | $0 | $0 |
| DAVID GLIDDEN | ||||||||
| 245 LONG HILL ROAD | MIDDLETOWN | CT | 06457 | PRESIDENT AND CEO | 1.20 | $0 | $0 | $0 |
| JACQUELINE NELSON | ||||||||
| 245 LONG HILL ROAD | MIDDLETOWN | CT | 06457 | DIRECTOR | 1.20 | $0 | $0 | $0 |
| JAMES MENGACCI | ||||||||
| 245 LONG HILL ROAD | MIDDLETOWN | CT | 06457 | DIRECTOR | 1.20 | $1,550 | $0 | $0 |
| KATHLEEN DOUCETTE | ||||||||
| 245 LONG HILL ROAD | MIDDLETOWN | CT | 06457 | TREASURER | 1.20 | $0 | $0 | $0 |
| MARK R GINGRAS | ||||||||
| 245 LONG HILL ROAD | MIDDLETOWN | CT | 06457 | DIRECTOR | 1.20 | $1,550 | $0 | $0 |
| PAUL YOUNG | ||||||||
| 245 LONG HILL ROAD | MIDDLETOWN | CT | 06457 | DIRECTOR | 1.20 | $0 | $0 | $0 |
| SUSAN MURPHY | ||||||||
| 245 LONG HILL ROAD | MIDDLETOWN | CT | 06457 | OUTGOING EXECUTIVE DIRECTOR/SECRETARY | 40.00 | $46,433 | $0 | $0 |
| TORAL MAHER | ||||||||
| 245 LONG HILL ROAD | MIDDLETOWN | CT | 06457 | SECRETARY/EXECUTIVE DIRECTOR 8/1 | 40.00 | $46,885 | $0 | $0 |
| WILFREDO NIEVES | ||||||||
| 245 LONG HILL ROAD | MIDDLETOWN | CT | 06457 | VICE CHAIRMAN | 1.20 | $1,550 | $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 | $132,094 | 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 | $31,644,929 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $864,995 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $32,509,924 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $32,509,924 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $487,649 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $32,022,275 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,601,114 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,601,114 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $50,882 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $50,882 | TotalTaxAmt |
| Distributable Before Adj | $1,550,232 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,550,232 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,550,232 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,130,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,130,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,550,232 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $367,801 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $305,102 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $545,199 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $55,996 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $256,576 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,530,674 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,130,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,130,500 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $419,732 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $419,732 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,110,942 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,110,942 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $253,171 | ExcessFromYear4Amt |
| Excess From Year3 | $545,199 | ExcessFromYear3Amt |
| Excess From Year2 | $55,996 | ExcessFromYear2Amt |
| Excess From Year1 | $256,576 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 (111 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| A LITTLE COMPASSION INC | |||||||
| 162 MAIN STREET | DEEP RIVER | CT | 06417 | PC | TO SUPPORT THE NEST WORKFORCE DEVELOPMENT PROGRAM | $5,000 | |
| ACHIEVE HARTFORD | |||||||
| 221 MAIN STREET 3RD FLOOR | HARTFORD | CT | 06106 | PC | TO SUPPORT POST-SECONDARY PROGRAMMING FOR NON-COLLEGE-BOUND 2021 GRADUATES OF HARTFORD PUBLIC SCHOOLS | $5,000 | |
| ALWAYS HOME | |||||||
| 119 HIGH STREET | MYSTIC | CT | 06355 | PC | TO SUPPORT HOMELESSNESS PREVENTION AND SHELTER DIVERSION OF FAMILIES WITH CHILDREN | $10,000 | |
| AMITY TEEN CENTER INC | |||||||
| PO BOX 3671 | WOODBRIDGE | CT | 06525 | PC | TO SUPPORT THE AFTER SCHOOL & SUMMER EDUCATION PROGRAM | $5,000 | |
| BIG BROTHERS BIG SISTERS OF SOUTHWESTERN CT | |||||||
| 2470 FAIRFIELD AVENUE | BRIDGEPORT | CT | 06605 | PC | TO SUPPORT YOUTH MENTORING YOUTH | $2,500 | |
| BOYS & GIRLS CLUB OF BRISTOL FAMILY CENTER | |||||||
| 255 WEST STREET | BRISTOL | CT | 06010 | PC | TO SUPPORT DISTANCE LEARNING PROGRAMS | $5,000 | |
| BOYS & GIRLS CLUB OF HARTFORD | |||||||
| 170 SIGOURNEY STREET | HARTFORD | CT | 06105 | PC | TO SUPPORT THE CLUB, A SUMMER TEEN PROGRAM | $15,000 | |
| BOYS & GIRLS CLUB OF MERIDEN | |||||||
| 15 LINCOLN ST | MERIDEN | CT | 06451 | PC | TO SUPPORT THE "FOOD FOR THOUGHT" DINNER HOUR | $5,000 | |
| BOYS & GIRLS CLUB OF NEW HAVEN | |||||||
| 253 COLUMBUS AVENUE | NEW HAVEN | CT | 06519 | PC | TO SUPPORT THE SUMMER CAMP PROGRAM | $15,000 | |
| BOYS & GIRLS CLUB OF WEST SPRINGFIELD | |||||||
| 615 MAIN STREET | W SPRINGFIELD | MA | 01089 | PC | TO SUPPORT IMPROVEMENTS TO BEFORE/AFTER SCHOOL AND SUMMER PROGRAMS | $10,000 | |
| BRIDGE TO SUCCESS COMMUNITY PARTNERSHIP | |||||||
| 100 N ELM ST 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 BNT EMPOWERMENT RESOURCE ACADEMY - EVICTION AND RENTAL ASSISTANCE CAPACITY BUILDING PROGRAM | $10,000 | |
| 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 | 06360 | PC | TO SUPPORT FINANCIAL STABILITY/COVID AND RACIAL EQUITY | $5,000 | |
| CHILDREN'S COMMUNITY SCHOOL | |||||||
| 31 WOLCOTT STREET | WATERBURY | CT | 06702 | PC | TO SUPPORT THE SUMMER BRIDGES ENRICHMENT PROGRAM | $5,000 | |
| CLICK INC | |||||||
| 41 CLUB ROAD | WINDHAM | CT | 06280 | PC | TO SUPPORT GENERAL OPERATING EXPENSES EXACERBATED BY COVID | $3,000 | |
| COALITION FOR NEW BRITAIN'S YOUTH | |||||||
| 185 MAIN STREET SUITE 423 | NEW BRITAIN | CT | 06052 | PC | TO SUPPORT THE COALITION FOR NEW BRITAIN'S YOUTH | $5,000 | |
| COALITION ON HOUSING AND HOMELESSNESS | |||||||
| C/O MIDDLESEX UNITED WAY 100 | MIDDLETOWN | CT | 06457 | PC | TO SUPPORT THE COALITION ON HOUSING AND HOMELESSNESS - SUE MURPHY RETIREMENT DONATION | $15,000 | RIVERVIEW CENTER SUITE 230 |
| COLUMBUS HOUSE INC | |||||||
| PO BOX 7093 | NEW HAVEN | CT | 06519 | PC | TO SUPPORT THE MIDDLESEX FAMILY SHELTER AND THE WALLINGFORD EMERGENCY SHELTER | $10,000 | |
| COMMUNITY SOLUTIONS | |||||||
| 60 BROAD STREET SUITE 2510-A | NEW YORK | NY | 10004 | PC | TO SUPPORT SWIFT FACTORY SMALL BUSINESS SUPPORT | $5,000 | |
| CONCEPTS FOR ADAPTIVE LEARNING | |||||||
| 5 SCIENCE PARK STE 2C | NEW HAVEN | CT | 06511 | PC | TO SUPPORT THE TECHNOLOGY CASCADE & TRAINING PROGRAM IN NEW HAVEN | $5,000 | |
| CONNECTICUT COLLEGE | |||||||
| 270 MOHEGAN AVENUE | NEW LONDON | CT | 06320 | PC | TO SUPPORT THE FAMILY LITERACY INITIATIVE | $3,000 | |
| CONNECTICUT INVENTION CONVENTION INC | |||||||
| PO BOX 230311 | HARTFORD | CT | 06123 | PC | TO SUPPORT THE EXPANSION OF CT INVENTION CONVENTION (CIC) PROGRAMS IN CONNECTICUT | $3,500 | |
| CONNECTICUT VETERANS LEGAL CENTER | |||||||
| 114 BOSTON POST RD-2ND FLOOR | WEST HAVEN | CT | 06516 | PC | TO SUPPORT LEGAL SERVICES THAT ENABLE VETERANS TO OVERCOME BARRIERS TO HOUSING AND FINANCIAL STABILITY | $5,000 | |
| COVENANT SOUP KITCHEN | |||||||
| 220 VALLEY STREET | WILLIMANTIC | CT | 06226 | PC | TO SUPPORT GENERAL OPERATING EXPENSES | $5,000 | |
| CT PARTNERSHIP FOR CHILDREN INC | |||||||
| 98 OLIVE STREET | NAUGATUCK | CT | 06770 | PC | TO PROVIDE PARENT AND CHILD LEADERSHIP TRAINING (PLTI, CLTI) | $6,000 | |
| DONALD B WILBUR SCHOLARSHIP | |||||||
| 245 LONG HILL ROAD | MIDDLETOWN | CT | 06457 | PC | TO PROVIDE A SCHOLARSHIP TO A STUDENT WITH FINANCIAL NEED MAJORING IN ENGINEERING OR A TECHNOLOGY-RELATED FIELD | $1,000 | |
| EARLY CHILDHOOD FUNDERS COLLABORATIVE | |||||||
| C/O CT COUNCIL FOR PHILANTHROPY 75 | HARTFORD | CT | 06106 | PC | TO SUPPORT SYSTEM CHANGE THAT BUILDS AND SUSTAINS A COMPREHENSIVE EARLY CHILDHOOD SYSTEM THAT WORKS FOR ALL CHILDREN, FAMILIES, COMMUNITIES AND THE WORKFORCE IN CONNECTICUT | $5,000 | CHARTER OAK AVENUE SUITE 1-205 |
| EASTERN CONNECTICUT HOUSING OPPORTUNITIES | |||||||
| 228 STATE STREET-SUITE 5 | 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 | |
| EASTERN CT WORKFORCE INVESTMENT BOARD INC | |||||||
| 108 NEW PARK AVENUE | FRANKLIN | CT | 06254 | PC | TO SUPPORT THE SUMMER YOUTH EMPLOYMENT PROGRAM IN SOUTHEASTERN CT | $5,000 | |
| FAMILY LIFE EDUCATION INC | |||||||
| 75 CHARTER OAK AVENUE SUITE 2-180 | HARTFORD | CT | 06106 | PC | TO SUPPORT THE ACHIEVING EQUITY FOR MINORITY FAMILIES PROGRAM | $5,000 | |
| FISH OF GREATER NEW HAVEN | |||||||
| 450 ISLAND LANE | WEST HAVEN | CT | 06516 | PC | TO SUPPORT THE PANTRY TO PANTRY PROGRAM | $5,000 | |
| FOOD RESCUE US | |||||||
| 1127 HIGH RIDGE RD SUITE 338 | STAMFORD | CT | 06905 | PC | TO SUPPORT THE FIGHTING HUNGER AND REDUCING FOOD WASTE PROGRAM IN HARTFORD COUNTY | $5,000 | |
| GIFTS OF LOVE | |||||||
| 34 EAST MAIN STREET | AVON | CT | 06001 | PC | TO SUPPORT FOOD PANTRIES AND SCHOOL PROGRAMS | $3,500 | |
| HANDS ON HARTFORD | |||||||
| 55 BARTHOLOMEW AVENUE | HARTTFORD | CT | 06106 | PC | TO SUPPORT THE COMMUNITY MEALS DAY CENTER | $5,000 | |
| HARTFORD INTERVAL HOUSE INC | |||||||
| PO BOX 340207 | HARTFORD | CT | 06134 | PC | TO SUPPORT MEALS FOR VICTIMS OF DOMESTIC VIOLENCE WHO ARE SHELTERING IN HOTELS DURING COVID | $5,000 | |
| HARTFORD PROMISE | |||||||
| 750 MAIN ST | HARTFORD | CT | 06103 | PC | TO SUPPORT THE HARTFORD PROMISE THE REACHING BACK PROGRAM | $5,000 | |
| HARTFORD SYMPHONY ORCHESTRA | |||||||
| 166 CAPITOL AVENUE | HARTFORD | CT | 06106 | PC | TO SUPPORT HARTFORD SYMPHONY EDUCATIONAL OUTREACH PROGRAMS | $5,000 | |
| HEDCO INC | |||||||
| 207 MAIN STREET FOURTH FLOOR | HARTFORD | CT | 06106 | PC | TO PROVIDE TECHNICAL ASSISTANCE TO MINORITY AND WOMEN OWNED BUSINESSES IN GREATER HARTFORD | $15,000 | |
| HOLE IN THE WALL GANG CAMP | |||||||
| 555 LONG WHARF DRIVE | NEW HAVEN | CT | 06511 | PC | TO SUPPORT THE RECONSTRUCTION OF BUILDINGS DESTROYED BY FIRE AT THE CAMP | $25,000 | |
| HOLY FAMILY HOME AND SHELTER | |||||||
| PO BOX 884 | WILLIMANTIC | CT | 06226 | PC | TO SUPPORT CLEANING OF THE SHELTER, VACCINATION INCENTIVES FOR STAFF AND GUESTS, AND HAZARD PAY FOR STAFF | $5,000 | |
| HORIZONS | |||||||
| PO BOX 323 | SOUTH WINDHAM | CT | 06266 | PC | TO PURCHASE TECHNOLOGY FOR THE HORIZONS EDUCATIONAL SUPPORT PROGRAM | $4,842 | |
| HORIZONS AT WESTMINSTER | |||||||
| 995 HOPMEADOW STREET | SIMSBURY | CT | 06070 | PC | TO SUPPORT THE HORIZONS SUMMER LEARNING PROGRAM | $5,000 | |
| IMAGINE NATION | |||||||
| ONE PLEASANT STREET | BRISTOL | CT | 06010 | PC | TO SUPPORT COVID-RELATED NEEDS FOR THE IMAGINE NATION WITH STEAM PRESCHOOL PROGRAM | $5,000 | |
| INTERNATIONAL HARTFORD LTD | |||||||
| 151 NEW PARK AVE SUITE 5A | HARTFORD | CT | 06106 | PC | TO SUPPORT ACCESS TO COVID SUPPORT RESOURCES | $5,000 | |
| JEWISH FAMILY SERVICES OF GREATER HARTFORD | |||||||
| 333 BLOOMFIELD AVENUE SUITE A | WEST HARTFORD | CT | 06117 | PC | TO SUPPORT THE ANJA ROSENBERG KOSHER FOOD PANTRY | $2,500 | |
| 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 | |
| JUNIOR ACHIEVEMENT OF SOUTHWEST NEW ENGLAND INC | |||||||
| 70 FARMINGTON AVENUE | HARTFORD | CT | 06105 | PC | TO SUPPORT THE JA PATHWAYS TO HEALTH CAREERS INITIATIVE | $5,000 | |
| KNOX INC | |||||||
| 75 LAUREL STREET | HARTFORD | CT | 06106 | PC | TO SUPPORT GREEN JOBS APPRENTICESHIPS | $5,000 | |
| LIBERTY BANK VOLUNTEER HALL OF FAME AWARD | |||||||
| PO BOX 945-12 MONTAUCK AVENUE | NEW LONDON | CT | 06320 | PC | A DONATION DIRECTED BY 2021 VOLUNTEER HALL OF FAME INDUCTEE, LINDA BERARD | $1,000 | |
| LITERACY VOLUNTEERS OF GREATER WATERBURY | |||||||
| 267 GRAND STREET | WATERBURY | CT | 06702 | PC | TO SUPPORT THE ADULT LITERACY PROGRAM | $5,000 | |
| LOCAL INITIATIVES SUPPORT CORPORATION | |||||||
| 227 LAWRENCE ST | HARTFORD | CT | 06106 | PC | TO SUPPORT FINANCING, TECHNICAL ASSISTANCE, AND CAPACITY BUILDING ASSISTANCE FOR AFFORDABLE HOUSING DEVELOPERS | $7,500 | |
| MAKE THE ROAD CT | |||||||
| 360 FARMINGTON AVENUE | BROOKLYN | NY | 11237 | PC | TO SUPPORT THE SPECIAL EDUCATION ACCOMPANIMENT PROGRAM IN HARTFORD | $5,000 | |
| MARTIN HOUSE | |||||||
| 401 WEST THAMES STREET-PO BOX 857 | NORWICH | CT | 06360 | PC | TO PROVIDE FOOD FOR MARTIN HOUSE RESIDENTS | $5,000 | BLDG 700 |
| MERCY HOUSING & SHELTER | |||||||
| 211 WETHERSFIELD AVE | HARTFORD | CT | 06106 | PC | TO SUPPORT THE MEALS AND SHELTER PROGRAM | $5,000 | |
| MERIDEN RACIAL JUSTICE INITIATIVE | |||||||
| C/O COMMUNITY HEALTH CENTER 142 | MERIDEN | CT | 06450 | PC | TO SUPPORT THE MERIDEN RACIAL JUSTICE INITIATIVE TRAINING PROGRAM | $5,000 | EAST MAIN STREET |
| MIDDLESEX UNITED WAY | |||||||
| 100 RIVERVIEW CENTER SUITE 230 | MIDDLETOWN | CT | 06457 | PC | TO FUND THE ANNUAL APPEAL, RESTRICTED TO PROGRAMS SERVING AT LEAST 51% LOW-MODERATE INCOME POPULATIONS | $50,000 | |
| MUSIC HAVEN | |||||||
| 315 PECK STREET BOX A10 | NEW HAVEN | CT | 06513 | PC | TO SUPPORT THE MUSIC HAVEN ACADEMIC SUCCESS INITIATIVE | $5,000 | |
| NEW ENGLAND SCIENCE AND SAILING FOUNDATION | |||||||
| PO BOX 733 | STONINGTON | CT | 06378 | PC | TO SUPPORT NESS PROGRAMMING IN NEW LONDON | $5,000 | |
| NEW HAVEN SCIENCE FAIR FOUNDATION | |||||||
| 900 CHAPEL STREET 10TH FLOOR | NEW HAVEN | CT | 06510 | PC | TO SUPPORT THE NEW HAVEN SCIENCE FAIR MENTOR PROGRAM | $5,000 | |
| NUTMEG BIG BROTHERSSISTERS | |||||||
| 30 LAUREL STREET-SUITE 3 | HARTFORD | CT | 06106 | PC | TO SUPPORT WINDHAM SITE-BASED MENTORING | $5,000 | |
| ODDFELLOWS PLAYHOUSE | |||||||
| 128 WASHINGTON STREET | MIDDLETOWN | CT | 06457 | PC | TO SUPPORT THE ODDBRIDGE AFTER-SCHOOL PROGRAM EXPANSION | $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 | 06106 | PC | TO SUPPORT THE HOMECONNECTICUT AFFORDABLE HOUSING CAMPAIGN AND HOUSING DATA PROFILE PLATFORM UPDATES | $10,000 | |
| PILLAR COMMUNITY DEVELOPMENT CORPORATION | |||||||
| P O BOX 731 | BLOOMFIELD | CT | 06002 | PC | TO SUPPORT 2021 - 2022 PILLAR PROGRAM ENHANCEMENTS | $5,000 | |
| PRO BONO PARTNERSHIP INC | |||||||
| 237 MAMARONECK AVENUE SUITE 300 | WHITE PLAINS | NY | 10605 | PC | TO PROVIDE PRO BONO LEGAL SERVICES FOR CONNECTICUT NONPROFITS | $7,500 | |
| PRUDENCE CRANDALL CENTER | |||||||
| 594 BURRITT STREET | NEW BRITAIN | CT | 06053 | PC | TO SUPPORT PERMANENT SUPPORTIVE HOUSING FOR VICTIMS OF DOMESTIC VIOLENCE | $5,000 | |
| READYCT | |||||||
| 350 CHURCH STREET 3RD FLOOR | HARTFORD | CT | 06103 | PC | TO SUPPORT STUDENT 5.0, A POST-SECONDARY COLLEGE/CAREER PLANNING SUPPORT PROGRAM FOR AT-RISK STUDENTS | $10,000 | |
| REBUILDING TOGETHER NEW BRITAIN | |||||||
| 200 MYRTLE ST | NEW BRITAIN | CT | 06053 | PC | TO SUPPORT HOME IMPROVEMENTS FOR LOW-INCOME HOMEOWNERS | $5,000 | |
| RENSSELAER POLYTECHNIC INSTITUTE | |||||||
| 110 8TH ST | TROY | NY | 12180 | PC | GENERAL SUPPORT | $1,000 | |
| RIVERFRONT CHILDREN'S CENTER INC | |||||||
| 476 THAMES STREET | GROTON | CT | 06340 | PC | TO SUPPORT EDUCATIONAL PROGRAMMING AT THE CENTER | $5,000 | |
| RONALD MCDONALD HOUSE CHARITIES OF CONNECTICUT AND WESTERN MASSACHUSETTS | |||||||
| 860 HOWARD AVENUE | NEW HAVEN | CT | 06519 | PC | TO SUPPORT THE RENOVATION OF RONALD MCDONALD HOUSE OF SPRINGFIELD | $10,000 | |
| RUSSELL LIBRARY | |||||||
| 123 BROAD STREET | MIDDLETOWN | CT | 06457 | PC | TO SUPPORT CAREER PROGRAM-RESUME, LINKEDIN PROFILE REVIEW SERVICES AND TARGETED WORKSHOPS | $5,520 | |
| SAFE FUTURES | |||||||
| 16 JAY STREET | NEW LONDON | CT | 06320 | PC | TO SUPPORT GENESIS HOUSE EMERGENCY DOMESTIC VIOLENCE SHELTER AND ALTERNATIVE SOLUTIONS HOUSING PROGRAM | $5,000 | |
| SAINT FRANCIS HOSPITAL AND MEDICAL CENTER | |||||||
| 114 WOODLAND STREET | HARTFORD | CT | 06106 | PC | TO SUPPORT SOCIAL CARE FOR HEALTH EQUITY | $10,000 | |
| SAINT MARY'S HOSPITAL FOUNDATION INC | |||||||
| 56 FRANKLIN ST | HARTFORD | CT | 06105 | PC | TO SUPPORT SOCIAL CARE FOR HEALTH EQUITY | $10,000 | |
| SALVATION ARMY - NEW BRITAIN | |||||||
| 78 FRANKLIN SQUARE | NEW BRITAIN | CT | 06051 | PC | TO SUPPORT YOUTH NAVIGATION SERVICES | $5,000 | |
| SOUTH PARK INN INC | |||||||
| 75 MAIN STREET | HARTFORD | CT | 06106 | PC | TO PROVIDE EMERGENCY COVID RESPONSE FOR PEOPLE EXPERIENCING HOMELESSNESS | $5,000 | |
| SOUTHEASTERN CONNECTICUT HOUSING ALLIANCE INC | |||||||
| 5 CONNECTICUT AVENUE | NORWICH | CT | 06360 | PC | TO SUPPORT HOUSING CHOICES OUTREACH & EDUCATION | $5,000 | |
| ST VINCENT DEPAUL MIDDLETOWN | |||||||
| PO BOX 398 617 MAIN STREET | MIDDLETOWN | CT | 06457 | PC | TO PURCHASE EXTRA FOOD, SUPPLIES AND STAFFING TO MEET INCREASED NEEDS RELATED TO THE PANDEMIC | $10,000 | |
| TEAM INC | |||||||
| 30 ELIZABETH ST | DERBY | CT | 06418 | PC | TO SUPPORT TEAM & WORKING WITH OUR NEIGHBORS - ATTAINABLE WORKFORCE HOUSING INITIATIVE | $10,000 | |
| THAMES RIVER COMMUNITY SERVICE INC | |||||||
| ONE THAMES RIVER PLACE | NORWICH | CT | 06360 | PC | TO SUPPORT YOUNG PARENTS TO BECOME MORE ECONOMICALLY SECURE AND STABLY HOUSED | $5,000 | |
| THAMES VALLEY COUNCIL FOR COMMUNITY ACTION INC | |||||||
| ONE SYLVANDALE ROAD | JEWETT CITY | CT | 06351 | PC | TO PROVIDE SUPPORT FOR THE ECAN PROJECT MANAGER & HOUSING NAVIGATOR | $7,500 | |
| THE BRIDGE FAMILY CENTER | |||||||
| 1022 FARMINGTON AVENUE | WEST HARTFORD | CT | 06107 | PC | TO SUPPORT PLTI PROGRAMMING FOR A THREE-YEAR PERIOD IN WEST HARTFORD | $5,000 | |
| THE CONNECTICUT STORYTELLING CENTER INC | |||||||
| 270 MOHEGAN AVENUE | NEW LONDON | CT | 06320 | PC | TO SUPPORT THE LITTLEST LISTENERS LITERACY RESIDENCY | $5,000 | |
| THE CONNECTION INC | |||||||
| 100 ROSCOMMON DRIVE | MIDDLETOWN | CT | 06457 | PC | TO SUPPORT BASIC NEEDS AT THE EDDY SHELTER | $5,000 | |
| THE NEW LONDON COMMUNITY MEAL CENTER INC | |||||||
| PO BOX 945-12 MONTAUK AVENUE | NEW LONDON | CT | 06320 | PC | TO PROVIDE GENERAL OPERATING SUPPORT | $5,000 | |
| THE SALVATION ARMY -- HARTFORD | |||||||
| 217 WASHINGTON STREET | HARTFORD | CT | 06106 | PC | TO SUPPORT MARSHALL HOUSE SERVICES FOR UNSHELTERED YOUTH | $5,000 | |
| THE SALVATION ARMY -- WATERBURY | |||||||
| 74 CENTRAL AVE | WATERBURY | CT | 06702 | PC | TO SUPPORT THE SALVATION ARMY'S FAMILY EMERGENCY SHELTER | $5,000 | |
| THE SHORELINE SOUP KITCHENS & PANTRIES INC | |||||||
| PO BOX 804 | ESSEX | CT | 06426 | PC | TO SUPPORT PANTRY FOOD DISTRIBUTION | $5,000 | |
| UNITED WAY OF CENTRAL AND NORTHEASTERN CT | |||||||
| 30 LAUREL STREET | HARTFORD | CT | 06106 | PC | TO SUPPORT THE ANNUAL APPEAL | $13,700 | |
| UNITED WAY OF GREATER NEW HAVEN | |||||||
| 370 JAMES STREET SUITE 403 | NEW HAVEN | CT | 06513 | PC | TO SUPPORT THE ANNUAL APPEAL | $6,000 | |
| UNITED WAY OF GREATER WATERBURY | |||||||
| 100 NORTH ELM STREET 2ND FLOOR | WATERBURY | CT | 06702 | PC | TO SUPPORT THE ANNUAL APPEAL | $9,500 | |
| UNITED WAY OF MERIDEN AND WALLINGFORD | |||||||
| 35 PLEASANT STREET | MERIDEN | CT | 06450 | PC | TO SUPPORT THE ANNUAL APPEAL | $4,500 | |
| UNITED WAY OF NAUGATUCK AND BEACON FALLS | |||||||
| 284 CHURCH STREET - PO BOX 209 | NAUGATUCK | CT | 06770 | PC | TO SUPPORT THE ANNUAL APPEAL | $3,800 | |
| UNITED WAY OF SOUTHEASTERN CT | |||||||
| 283 STODDARDS WHARF ROAD PO BOX 375 | GALES FERRY | CT | 06335 | PC | TO SUPPORT THE ANNUAL APPEAL | $20,000 | |
| UNITED WAY OF SOUTHINGTON | |||||||
| 31 LIBERTY ST SUITE 210 | SOUTHINGTON | CT | 06489 | PC | TO SUPPORT THE ANNUAL APPEAL | $1,000 | |
| UNITED WAY OF WEST CENTRAL CONNECTICUT | |||||||
| 440 NORTH MAIN STREET SUITE D | BRISTOL | CT | 06010 | PC | TO SUPPORT THE ANNUAL APPEAL | $2,500 | |
| VALLEY UNITED WAY | |||||||
| 54 GROVE STREET SUITE 1 | SHELTON | CT | 06484 | PC | TO SUPPORT THE ANNUAL APPEAL | $3,000 | |
| VARIOUS ROTARY CLUB ( 40) THANKSGIVING DINNER DRIVE | |||||||
| 245 LONG HILL ROAD | MIDDLETOWN | CT | 06457 | PC | TO MATCH FUNDS RAISED IN THE 2021 LIBERTY BANK/ROTARY CLUB THANKSGIVING DRIVE | $286,275 | |
| VILLAGE FOR FAMILIES & CHILDREN | |||||||
| 1680 ALBANY AVENUE | HARTFORD | CT | 06105 | PC | TO SUPPORT THE FINANCIAL OPPORTUNITY CENTER AT THE VILLAGE | $7,500 | |
| WALLINGFORD FAMILY YMCA | |||||||
| 81 SOUTH ELM STREET | WALLINGFORD | CT | 06492 | PC | TO SUPPORT THE HEALTHY COMMUNITIES CAPITAL CAMPAIGN | $20,000 | |
| 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 | 06702 | PC | TO SUPPORT THE LINKING ACADEMICS TO LIFE (LAL) PROGRAM | $5,000 | |
| WILLARD M MCRAE COMMUNITY DIVERSITY AWARD | |||||||
| PO BOX 884 | WILLIMANTIC | CT | 06226 | PC | A DONATION DIRECTED BY 2021 WILLARD M. MCRAE COMMUNITY DIVERSITY AWARD RECIPIENT, SISTER MARY JUDE LAZARUS TO HOLY FAMILY HOME AND SHELTER | $5,000 | |
| WINDHAM REGION NO FREEZE PROJECT INC | |||||||
| PO BOX 46 75 BRIDGE STREET | WILLIMANTIC | CT | 06226 | PC | TO SUPPORT GENERAL OPERATIONS | $5,000 | |
| WINDHAM REGIONAL COMMUNITY COUNCIL | |||||||
| 872 MAIN STREET | WILLIMANTIC | CT | 06226 | PC | TO SUPPORT GROW WINDHAM, A PROGRAM OF THE WINDHAM YOUTH CORE | $5,000 | |
| WORLD AFFAIRS COUNCIL OF CONNECTICUT | |||||||
| 1049 ASYLUM AVE | HARTFORD | CT | 06105 | PC | TO SUPPORT THE MODEL UNITED NATIONS PROGRAM | $5,000 | |
| YMCA OF METROPOLITAN HARTFORD | |||||||
| 50 STATE HOUSE SQUARE 2ND FLOOR | HARTFORD | CT | 06103 | PC | TO SUPPORT THE Y-BELL POWER SCHOLARS ACADEMY | $10,000 | |
| YWCA HARTFORD REGION INC | |||||||
| 135 BROAD STREET | HARTFORD | CT | 06105 | PC | TO SUPPORT YW CAREER WOMEN | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,025,637 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BUSINESS INDUSTRY FOUNDATION OF MIDDLESEX COUNTY | ||||||
| 393 MAIN STREET | MIDDLETOWN | CT | 06457 | PC | TO SUPPORT THE HAL KAPLAN MIDDLETOWN MENTOR PROGRAM | $5,000 |
| CAPITAL FOR CHANGE | ||||||
| 171 ORANGE STREET | WALLINGFORD | CT | 06492 | PC | TO SUPPORT GENERAL OPERATING EXPENSES | $5,000 |
| CHILDREN'S COMMUNITY SCHOOL | ||||||
| 31 WOLCOTT STREET | WATERBURY | CT | 06702 | PC | TO SUPPORT THE SUMMER BRIDGES ENRICHMENT PROGRAM | $5,000 |
| COLUMBUS HOUSE INC | ||||||
| PO BOX 7093 | NEW HAVEN | CT | 06519 | PC | TO SUPPORT UNMET NEEDS RELATED TO COVID 19 PANDEMIC | $10,000 |
| EASTERN CONNECTICUT HOUSING OPPORTUNITIES | ||||||
| 228 STATE STREET-SUITE 5 | NEW LONDON | CT | 06320 | PC | TO SUPPORT THE HOME NEW LONDON PROGRAM, WHICH RENOVATES BLIGHTED PROPERTIES FOR SALE | $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 |
| MIDDLETOWN PUBLIC SCHOOLS | ||||||
| 311 HUNTING HILL AVENUE | MIDDLETOWN | CT | 06457 | PC | TO PROVIDE WRAP AROUND SERVICES TO SUPPORT CHILDREN AND FAMILIES | $10,000 |
| MUSIC HAVEN | ||||||
| 315 PECK STREET BOX A10 | NEW HAVEN | CT | 06513 | PC | TO SUPPORT THE MUSIC HAVEN ACADEMIC SUCCESS INITIATIVE | $5,000 |
| NEIGHBORHOOD HOUSING SERVICES OF NEW HAVEN | ||||||
| 333 SHERMAN AVE | NEW HAVEN | CT | 06511 | PC | TO FUND GENERAL OPERATING COSTS | $10,000 |
| NUTMEG BIG BROTHERSSISTERS | ||||||
| 30 LAUREL STREET | 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 | $5,000 |
| PRUDENCE CRANDALL CENTER | ||||||
| 594 BURRITT STREET | NEW BRITAIN | CT | 06053 | PC | TO SUPPORT PERMANENT SUPPORTIVE HOUSING FOR VICTIMS OF DOMESTIC VIOLENCE | $5,000 |
| RIVERFRONT CHILDREN'S CENTER INC | ||||||
| 476 THAMES STREET | GROTON | CT | 06340 | PC | TO SUPPORT EDUCATIONAL PROGRAMMING AT THE CENTER | $5,000 |
| UNITED WAY OF GREATER WATERBURY | ||||||
| 100 NORTH ELM STREET 2ND FLOOR | WATERBURY | CT | 06702 | PC | TO SUPPORT THE FLEXIBLE ASSISTANCE FUND TO PREVENT HOMELESSNESS | $10,000 |
| WATERBURY SYMPHONY ORCHESTRA | ||||||
| 110 BANK STREET | WATERBURY | CT | 06721 | PC | TO SUPPORT BRAVO WATERBURY AFTER SCHOOL | $3,000 |
| WATERBURY YOUTH SERVICES INC | ||||||
| 83 PROSPECT STREET | WATERBURY | CT | 06702 | PC | TO SUPPORT THE LINKING ACADEMICS TO LIFE PROGRAM | $5,000 |
| 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 | $108,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $513,416 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,294,645 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,808,061 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,808,061 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $6,500 | Amt |
| Net Investment Income | $3,250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,250 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990PF, PART I | FormAndLineReferenceDesc |
| Medium Explanation | THE FOUNDATION ENTERED INTO A MANAGEMENT AGREEMENT WITH LIBERTY BANK TO PROVIDE SERVICES DURING 2021. THEREFORE EXPENSES ON PAGE 1 ARE PRESENTED DIFFERENTLY THAN IN PRIOR YEAR. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED INCOME | BondNm |
| EOY Book Value | $8,329,756 | EOYBookValueAmt |
| EOYFMV | $8,329,756 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITY | StockNm |
| EOY Book Value | $23,321,315 | EOYBookValueAmt |
| EOYFMV | $23,321,315 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MARKETING AND WEBSITE | $4,222 | $0 | $4,222 |
| OTHER | $8,341 | $0 | $8,341 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $384,635 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $132,094 | Amt |
| Net Investment Income | $132,094 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $51,561 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |