WESTBROOK FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- WESTBROOK FOUNDATION INC (EIN 22-2549826)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-08-31
- IRS object ID
- 202122439349100707
- Schema version
- 2020v4.0
- 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 | 2021-08-31T09:30:05-07:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | Lawrence Lariviere | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2021-08-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Lawrence | PersonFirstNm |
| Person Last | Lariviere | 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 | 2020 | 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 | $12,351,331 | 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 | $74,112 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $305,087 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $305,087 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,122,232 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,388,611 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,122,232 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,501,431 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,427,319 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $4,781 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $9,750 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $87,426 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $64,873 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $14,319 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $12,615 | TaxesRevAndExpnssAmt |
| Printing And Pub Rev And Expnss | $9,318 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $8,386 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7,687 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $4,011 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $131,577 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $64,873 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $26,716 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $447,807 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $447,807 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $579,384 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $64,873 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $474,523 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $922,047 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,362,446 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $261,049 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $420,356 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $420,357 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $400,122 | USGovernmentObligationsBOYAmt |
| Corporate Stock BOY | $3,214,513 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,511,723 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,260,089 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,131,800 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,944,078 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,401,663 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $173,211 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $226,585 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $269,222 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,180,695 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,102,742 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,351,331 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $269,741 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $6,910,954 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets EOY | $7,761,787 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,180,695 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,102,742 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,180,695 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,102,742 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,180,695 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $922,047 | ExcessRevenueOverExpensesAmt |
| Subtotal | $8,102,742 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $8,102,742 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2000-01-01 | AcquiredDt |
| Sold | 2020-12-31 | SoldDt |
| Gross Sales Price | $4,388,611 | GrossSalesPriceAmt |
| Cost Or Other Basis | $3,266,379 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,122,232 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,122,232 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,122,232 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $18,938 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $18,938 | SubtotalAmt |
| Tax Based On Investment Income | $18,938 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $259 | EsPenaltyAmt |
| Tax Due | $19,197 | TaxDueAmt |
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 | LAWRENCE LARIVIERE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8603999572 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 29 NUTMEG CIRCLE | 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 |
|---|---|---|---|---|---|---|
| David Russell | ||||||
| PO BOX 528 | WESTBROOK | CT | 06498 | Director | 1.00 | $0 |
| EVE BARAKOS | ||||||
| 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 |
| Constance Vogell | ||||||
| PO Box 528 | WESTBROOK | CT | 06498 | VICE CHAIR | 2.00 | $0 |
| Paul Polo Sr | ||||||
| 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 | $64,873 | CompensationAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $10,582,151 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $374,475 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,956,626 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $10,956,626 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $164,349 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,792,277 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $539,614 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $539,614 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $18,938 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $18,938 | TotalTaxAmt |
| Distributable Before Adj | $520,676 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $520,676 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $520,676 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $474,523 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $474,523 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $474,523 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $520,676 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $132,262 | UndistributedIncomePYAmt |
| Qualifying Distributions | $474,523 | QualifyingDistributionsAmt |
| Applied To Year1 | $132,262 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $342,261 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $178,415 | 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 | $6,000 |
| First Congregational Church of West | |||||||
| PO Box E | Westb | CT | 06498 | None | PC | GRANT FOR FIRE SUPRESSION SYSTEM UPGRADE | $5,000 |
| Town of Westbrook | |||||||
| 866 BOSTON POST ROAD | WESTBROOK | CT | 06498 | None | GOV | GRANTS TO BENEFIT THE RESIDENTS OF THE TOWN OF WESTBROOK | $39,000 |
| 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 | $2,500 |
| VALLEY SHORE YMCA | |||||||
| 201 SPENCER PLAINS ROAD | WESTBROOK | CT | 06498 | None | PC | ANNUAL DAISY INGRAHAM FIT KIDS PROGRAM GRANT | $10,000 |
| WESTBROOK ATHLETIC BOOSTERS | |||||||
| 156 MCVEAGH ROAD | WESTBROOK | CT | 06498 | None | PC | CONTINUED SUPPORT OF STUDENT ATHLETES OF WESTBROOK MIDDLE & HIGH SCHOOLS | $5,000 |
| WESTBROOK GARDEN CLUB | |||||||
| 70 MULLER DRIVE | WESTBROOK | CT | 06498 | None | PC | GRANT FOR POLLINATOR GARDEN PHASE II | $7,570 |
| 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 | $12,120 |
| WESTBROOK VISITING NURSES PUBLIC HE | |||||||
| 866 BOSTON POST ROAD | WESTBROOK | CT | 06498 | None | PC | GRANT FOR PORTABLE ULTRASOUND/ELECTRICAL STIMULATION THERAPY DEVICE | $1,437 |
| ALYSSA ESPOSITO | |||||||
| 149 FAIRVIEW ROAD | WESTBROOK | CT | 06498 | None | I | COLLEGE SCHOLARSHIP | $1,500 |
| AMANDA WILDERMAN | |||||||
| 861 OLD CLINTON ROAD | WESTBROOK | CT | 06498 | None | I | COLLEGE SCHOLARSHIP | $6,500 |
| AMY SPARACO | |||||||
| 185 FISHING BROOK ROAD | WESTBROOK | CT | 06498 | None | I | COLLEGE SCHOLARSHIP | $1,250 |
| CAMERON MARSHALL | |||||||
| 327 COLD SPRING DRIVE | WESTBROOK | CT | 06498 | None | I | COLLEGE SCHOLARSHIP | $2,000 |
| CARMEN BORCA-CARRILLO | |||||||
| 85 MCVEAGH ROAD | WESTBROOK | CT | 06498 | None | I | COLLEGE SCHOLARSHIP | $1,000 |
| CHRISTINE BANKS | |||||||
| 95 WESTBROOK HEIGHTS ROAD | WESTBROOK | CT | 06498 | None | I | COLLEGE SCHOLARSHIP | $8,000 |
| CHRISTOPHER BRAINARD | |||||||
| 88 OSPREY CIRCLE | WESTBROOK | CT | 06498 | None | I | COLLEGE SCHOLARSHIP | $1,500 |
| CORINNA HOFLER | |||||||
| 802 ESSEX ROAD | WESTBROOK | CT | 06498 | None | I | COLLEGE SCHOLARSHIP | $2,000 |
| DAMARYS NIKOL JARA | |||||||
| 922 BOSTON POST ROAD | WESTBROOK | CT | 06498 | None | I | COLLEGE SCHOLARSHIP | $3,500 |
| DANIEL PERREAULT | |||||||
| 104 PINE LAKE ROAD | WESTBROOK | CT | 06498 | None | I | COLLEGE SCHOLARSHIP | $3,000 |
| DANYELLE ENGELS | |||||||
| 83 MALABAR DRIVE | WESTBROOK | CT | 06498 | None | I | COLLEGE SCHOLARSHIP | $2,000 |
| HALLE BARRON | |||||||
| 1250 ESSEX ROAD | WESTBROOK | CT | 06498 | None | I | COLLEGE SCHOLARSHIP | $3,500 |
| JASON MATUNAS | |||||||
| 203 FOX HOPYARD ROAD | EAST HADDAM | CT | 06423 | None | I | COLLEGE SCHOLARSHIP | $2,500 |
| JULIANA HORNE | |||||||
| 26 CATHERINE STREET | WESTBROOK | CT | 06498 | None | I | COLLEGE SCHOLARSHIP | $3,250 |
| KEYSI ANAHI JARA CALLE | |||||||
| 1180 OLD CLINTON ROAD | WESTBROOK | CT | 06498 | None | I | COLLEGE SCHOLARSHIP | $1,250 |
| MADISON BEEBE | |||||||
| 30N WALL STREET | MADISON | CT | 06443 | None | I | COLLEGE SCHOLARSHIP | $2,000 |
| MARISSA MCNARY | |||||||
| 69 WINTERBERRY CIRCLE | WESTBROOK | CT | 06498 | None | I | COLLEGE SCHOLARSHIP | $3,000 |
| MICHAEL GINGRAS | |||||||
| 5 SEASIDE AVENUE | WESTBROOK | CT | 06498 | None | I | COLLEGE SCHOLARSHIP | $1,000 |
| NATALIE RANELLI | |||||||
| 43 CHAPMAN BEACH ROAD | WESTBROOK | CT | 06498 | None | I | COLLEGE SCHOLARSHIP | $1,000 |
| OLIVIA FABRIZI | |||||||
| 42 CHRISTINA LANE | WESTBROOK | CT | 06498 | None | I | COLLEGE SCHOLARSHIP | $4,000 |
| SAMANTHA CATES | |||||||
| 1088 OLD CLINTON ROAD | WESTBROOK | CT | 06498 | None | I | COLLEGE SCHOLARSHIP | $3,750 |
| SARA KNUDSEN | |||||||
| 76 CHRISTINA LANE | WESTBROOK | CT | 06498 | None | I | COLLEGE SCHOLARSHIP | $2,000 |
| TIRZAH BLOMQUIST | |||||||
| 1706 BOSTON POST ROAD | WESTBROOK | CT | 06498 | None | I | COLLEGE SCHOLARSHIP | $11,000 |
| VICTORIA HOLTON | |||||||
| 39 MAPLE RIDGE ROAD | WESTBROOK | CT | 06498 | None | I | COLLEGE SCHOLARSHIP | $3,500 |
| ZACHARY JACOBS | |||||||
| 208 COLD SPRING DRIVE | WESTBROOK | CT | 06498 | None | I | COLLEGE SCHOLARSHIP | $5,500 |
| SHORELINE SOUP KITCHEN | |||||||
| 336 MAIN STREET | OLD SAYBROOK | CT | 06475 | None | PC | FEED THOSE IN NEED | $35,000 |
| ST PAUL'S CHURCH WESTBROOK | |||||||
| 53 S MAIN ST | WESTBROOK | CT | 06498 | None | PC | General Use | $3,000 |
| HABITAT FOR HUMANITY | |||||||
| 34 SHUNPIKE RD UNIT 24-26 | CROMWELL | CT | 06416 | None | PC | General Use | $70,000 |
| ESTUARY COUNCIL OF SENIORS INC | |||||||
| 220 MAIN ST | OLD SAYBROOK | CT | 06475 | None | PC | General Use | $10,000 |
| WESTBROOK YOUTH AND FAMILY SERVICES | |||||||
| 1163 BOSTON POST RD 1947 | WESTBROOK | CT | 06498 | None | PC | General Use | $5,000 |
| TRAVELING TOYS | |||||||
| 1 STATE ST | GUILFORD | CT | 06437 | None | PC | General Use | $3,600 |
| LITERACY VOLUNTEERS - VALLEY SHORE | |||||||
| 61 GOODSPEED DR | WESTBROOK | CT | 06498 | None | PC | General Use | $1,500 |
| ROTARY CLUB OF OLD SAYBROOK | |||||||
| PO Box 1125 | OLD SAYBROOK | CT | 06475 | None | PC | General Use | $1,680 |
| SARAH INC | |||||||
| 1620 BOSTON POST RD 200 | WESTBROOK | CT | 06498 | None | PC | General Use | $2,500 |
| FRIENDS OF THE WESTBROOK LIBRARY | |||||||
| 61 GOODSPEED DRIVE | WESTBROOK | CT | 06498 | None | PC | General Use | $16,000 |
| FINIAN MCGANNON | |||||||
| 16 CHRISTINA LANE | WESTBROOK | CT | 06498 | None | I | College Scholarship | $8,000 |
| AVERY BAUMAN | |||||||
| 389 FAIRVIEW RD | WESTBROOK | CT | 06498 | None | I | College Scholarship | $3,000 |
| NATHAN COMMENT | |||||||
| 281 WRIGHTS POND RD | WESTBROOK | CT | 06498 | None | I | College Scholarship | $3,000 |
| KATHERINE DAHL | |||||||
| 67 BROOKSIDE AVENUE | WESTBROOK | CT | 06498 | None | I | College Scholarship | $3,000 |
| JACK LYMAN | |||||||
| 73 2ND AVE | WESTBROOK | CT | 06498 | None | I | College Scholarship | $2,000 |
| RENEE PERREGAUX | |||||||
| 220 FAIRVIEW RD | WESTBROOK | CT | 06498 | None | I | College Scholarship | $4,000 |
| ASHLEY ROBERTS | |||||||
| 26 HALLS RD | WESTBROOK | CT | 06498 | None | I | College Scholarship | $2,000 |
| GARRETT SMITH | |||||||
| 24 YOUNG RD | WESTBROOK | CT | 06498 | None | I | College Scholarship | $2,000 |
| MYLENA CRUZ | |||||||
| 4 BROOKSIDE AVENUE | WESTBROOK | CT | 06498 | None | I | College Scholarship | $1,000 |
| DAVID MCCAIN | |||||||
| 565 WEST POND MEADOW RD | WESTBROOK | CT | 06498 | None | I | College Scholarship | $2,000 |
| SAMUEL BEEBE | |||||||
| 30N WALL ST | MADISON | CT | 06443 | None | I | College Scholarship | $1,000 |
| AIDAN RANELLI | |||||||
| 43 CHAPMAN BEACH RD | WESTBROOK | CT | 06498 | None | I | College Scholarship | $1,900 |
| 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 | $3,250 |
| ALIVIA CIARCIA | |||||||
| 523 SEASIDE AVE | WESTBROOK | CT | 06498 | None | I | College Scholarship | $3,000 |
| ALYSSA KJOS | |||||||
| 150 FISHING BROOK RD | WESTBROOK | CT | 06498 | None | I | College Scholarship | $2,000 |
| BRANDON JACQUES | |||||||
| 70 KEN ROSE TERRACE | WESTBROOK | CT | 06498 | None | I | College Scholarship | $2,000 |
| CALLIE NEWBERG | |||||||
| 643 OLD CLINTON RD | WESTBROOK | CT | 06498 | None | I | College Scholarship | $2,000 |
| COLIN SUTHERLAND | |||||||
| 7 CHURCHILL RD | WESTBROOK | CT | 06498 | None | I | College Scholarship | $3,500 |
| ERICA A MARTEL | |||||||
| 328 DENNISON RD | WESTBROOK | CT | 06498 | None | I | College Scholarship | $1,000 |
| GABRIEL GINGRAS | |||||||
| 5 SEASIDE AVE | WESTBROOK | CT | 06498 | None | I | College Scholarship | $3,500 |
| GAVIN LABREC | |||||||
| 1 LIBERTY STREET | CHESTER | CT | 06412 | None | I | College Scholarship | $2,750 |
| HANNAH MARTIN | |||||||
| 60 SPENCER PLAINS RD | WESTBROOK | CT | 06498 | None | I | College Scholarship | $1,500 |
| IAN WHITEHOUSE | |||||||
| 40 FISHING BROOK RD | WESTBROOK | CT | 06498 | None | I | College Scholarship | $2,750 |
| ISABEL ARAYA | |||||||
| 488 MCVEAGH RD | WESTBROOK | CT | 06498 | None | I | College Scholarship | $4,500 |
| ISABELLE ROSADO | |||||||
| 84 MEADOW POINT RD | WESTBROOK | CT | 06498 | None | I | College Scholarship | $2,000 |
| JACLYN GRACE | |||||||
| 16 LEA DR | WESTBROOK | CT | 06498 | None | I | College Scholarship | $3,500 |
| JONATHAN HOTKOWSKI | |||||||
| 667 WEST POND MEADOW RD | WESTBROOK | CT | 06498 | None | I | College Scholarship | $2,500 |
| JULIANA FABRIZI | |||||||
| 42 CHRISTINA LN | WESTBROOK | CT | 06498 | None | I | College Scholarship | $4,500 |
| KATELYN WALLACE | |||||||
| 431 HORSE HILL RD | WESTBROOK | CT | 06498 | None | I | Scholarship | $5,000 |
| KENDALL ORLOWSKI | |||||||
| 36 RUNNING PINE RD | WESTBROOK | CT | 06498 | None | I | College Scholarship | $2,750 |
| LINDA NELSON | |||||||
| 959 ESSEX RD | WESTBROOK | CT | 06498 | None | I | College Scholarship | $2,000 |
| LINDSEY A PREVOST | |||||||
| 533 ESSEX RD | WESTBROOK | CT | 06498 | None | I | College Scholarship | $2,000 |
| MADELINE SHAW | |||||||
| 176 DENNISON RD | WESTBROOK | CT | 06498 | None | I | College Scholarship | $4,250 |
| MADISON LIBERATORE | |||||||
| 59 CHRISTINA LANE | WESTBROOK | CT | 06498 | None | I | College Scholarship | $2,500 |
| MARCINIEC JAKE | |||||||
| 1288 ESSEX RD | WESTBROOK | CT | 06498 | None | I | College Scholarship | $1,000 |
| MARIE BAVELY | |||||||
| 154 OSPREY CIRCLE | WESTBROOK | CT | 06498 | None | I | College Scholarship | $5,000 |
| MICAYLA MALCHIODI | |||||||
| 250A BOSTON POST RD | WESTBROOK | CT | 06498 | None | I | College Scholarship | $2,000 |
| OLIVIA ARCHER | |||||||
| 1338 ESSEX RD | WESTBROOK | CT | 06498 | None | I | College Scholarship | $2,000 |
| OLIVIA HARTZELL | |||||||
| 173 BEECH TREE LANE | WESTBROOK | CT | 06498 | None | I | College Scholarship | $3,000 |
| QUINN ERNST | |||||||
| 62 BREAKNECK HILL RD | WESTBROOK | CT | 06498 | None | I | College Scholarship | $2,000 |
| SARA FARNOLI | |||||||
| 2 WHITTEMORE PL | WESTBROOK | CT | 06498 | None | I | College Scholarship | $5,500 |
| SARAH DAVEY | |||||||
| 372 MEADOW LARK LANE EXTENSION | WESTBROOK | CT | 06498 | None | I | College Scholarship | $7,250 |
| STEPHANIE VILLEDA-GARCIA | |||||||
| 14 DOWD RD | WESTBROOK | CT | 06498 | None | I | College Scholarship | $2,500 |
| TAVISH ERNST | |||||||
| 62 BREAKNECK HILL RD | WESTBROOK | CT | 06498 | None | I | College Scholarship | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $447,807 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $305,087 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,122,232 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,427,319 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,427,319 | 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 | $9,750 | 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 | $3,944,078 | EOYBookValueAmt |
| EOYFMV | $4,401,663 | 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 | $3,511,723 | EOYBookValueAmt |
| EOYFMV | $7,260,089 | 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 | $226,585 | BookValueAmt |
| EOYFMV | $269,222 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legal Fees | $4,781 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| MISCELLANEOUS | $380 | |
| OFFICE EXPENSE | $1,732 | |
| POSTAGE | $1,117 | |
| PUBLICITY | $4,458 | $4,011 |
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 | $21,935 | $0 | $0 | $13,701 |
| INVESTMENT FEES | $64,873 | $64,873 | $0 | $0 |
| WEBSITE DESIGN | $618 | $0 | $0 | $618 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF sECTION 4940 Tax | CategoryTxt |
| Amt | $12,615 | Amt |