LIBERTY BANK FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- LIBERTY BANK FOUNDATION (EIN 06-1479957)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-15
- IRS object ID
- 201923199349101832
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-15T10:20:53-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 060903326 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHITTLESEY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 280 TRUMBULL ST 24TH FL | AddressLine1Txt |
| City | HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | 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 | 1190 SILAS DEANE HWY | AddressLine1Txt |
| City | WETHERSFIELD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06109 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHLEEN DOUCETTE | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 8603447226 | PhoneNum |
| Signature | 2019-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LISA WILLS | PreparerPersonNm |
| PTIN | P01828548 | PTIN |
| Phone | 8605223111 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 198.0.144.57 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-15 | IPDt |
| IP Tm | 11:20:40 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 7D33A373F879986B6D2943E6B349EA948143E732 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 8F43BD30B09BF9F8D456507612EACC911EC2461B | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-04-17 16:48:07Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $23,732,941 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $8,619,585 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $405,460 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $405,460 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $884,562 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,154,530 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $884,562 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $9,909,607 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,290,022 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $196,391 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $19,400 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $176,991 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $136,749 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $136,749 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $11,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $5,500 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $25,697 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $110,960 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $110,960 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $480,797 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $24,900 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $430,200 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,085,882 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,017,832 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,566,679 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $24,900 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,448,032 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $8,342,928 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,265,122 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $504,414 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $721,588 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $721,588 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $17,307,819 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $23,011,353 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $23,011,353 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $17,812,233 | TotalAssetsBOYAmt |
| Total Assets EOY | $23,732,941 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $23,732,941 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $5,572 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $13,197 | AccountsPayableEOYAmt |
| Grants Payable BOY | $90,850 | GrantsPayableBOYAmt |
| Grants Payable EOY | $158,900 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $96,422 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $172,097 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $17,715,811 | UnrestrictedBOYAmt |
| Unrestricted EOY | $23,560,844 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $17,715,811 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $23,560,844 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $17,812,233 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $23,732,941 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $17,715,811 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $8,342,928 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $26,058,739 | SubtotalAmt |
| Other Decreases | $2,497,895 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $23,560,844 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $7,154,530 | GrossSalesPriceAmt |
| Cost Or Other Basis | $6,269,968 | CostOrOtherBasisAmt |
| Gain Or Loss | $884,562 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $884,562 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $884,562 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,149,852 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $17,116,926 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.067176 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,065,803 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $14,049,568 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.075860 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,019,803 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $14,140,852 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.072118 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,066,545 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $12,323,777 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.086544 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,150,781 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $10,139,502 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.113495 | DistributionYr5Rt |
| Total Distribution | 0.415193 | TotalDistributionRt |
| Average Distribution | 0.083039 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $18,562,697 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,541,428 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $12,651 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,554,079 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,448,032 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $25,302 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $25,302 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $25,302 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,500 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $13,197 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $25,697 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $395 | EsPenaltyAmt |
| Tax Due | $0 | 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 | HTTPS://WWW.LIBERTYBANKFOUNDATION.ORG/ | WebsiteAddressTxt |
| Individual With Books | LINA CURTIN | IndividualWithBooksNm |
| Phone | 8603437495 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 315 MAIN STREET | 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 | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| WILFREDO NIEVES | ||||||||
| 315 MAIN STREET | MIDDLETOWN | CT | 06457 | DIRECTOR | 1.20 | $4,000 | $0 | $0 |
| THOMAS J PASTORELLO | ||||||||
| 315 MAIN STREET | MIDDLETOWN | CT | 06457 | DIRECTOR | 1.20 | $0 | $0 | $0 |
| CATINA CABAN-OWEN | ||||||||
| 315 MAIN STREET | MIDDLETOWN | CT | 06457 | DIRECTOR | 1.20 | $4,000 | $0 | $0 |
| SUSAN MURPHY | ||||||||
| 315 MAIN STREET | MIDDLETOWN | CT | 06457 | DIRECTOR, EXEC DIRECTOR, V | 40.00 | $176,991 | $0 | $0 |
| KATHLEEN DOUCETTE | ||||||||
| 315 MAIN STREET | MIDDLETOWN | CT | 06457 | TREASURER | 1.20 | $0 | $0 | $0 |
| CHANDLER HOWARD | ||||||||
| 315 MAIN STREET | MIDDLETOWN | CT | 06457 | PRESIDENT | 1.20 | $0 | $0 | $0 |
| MARK R GINGRAS | ||||||||
| 315 MAIN STREET | MIDDLETOWN | CT | 06457 | DIRECTOR | 1.20 | $4,000 | $0 | $0 |
| JAMES MENGACCI | ||||||||
| 315 MAIN STREET | MIDDLETOWN | CT | 06457 | DIRECTOR | 1.20 | $4,000 | $0 | $0 |
| RICHARD W TOMC | ||||||||
| 315 MAIN STREET | MIDDLETOWN | CT | 06457 | DIRECTOR | 1.20 | $4,000 | $0 | $0 |
| MICHAEL HELFGOTT | ||||||||
| 315 MAIN STREET | MIDDLETOWN | CT | 06457 | CHAIRMAN/DIRECTOR | 1.20 | $4,250 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $18,268,347 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $577,031 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $18,845,378 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $18,845,378 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $282,681 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $18,562,697 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $928,135 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $928,135 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $25,302 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $25,302 | TotalTaxAmt |
| Distributable Before Adj | $902,833 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $902,833 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $902,833 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,448,032 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,448,032 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,448,032 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $902,833 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $660,432 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $485,613 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $321,202 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $367,801 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $305,102 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,140,150 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,448,032 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $902,833 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $545,199 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,685,349 | 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 | $660,432 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,024,917 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $485,613 | ExcessFromYear4Amt |
| Excess From Year3 | $321,202 | ExcessFromYear3Amt |
| Excess From Year2 | $367,801 | ExcessFromYear2Amt |
| Excess From Year1 | $305,102 | ExcessFromYear1Amt |
| Excess From Current Year | $545,199 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
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 | 1190 SILAS DEANE HWY | AddressLine1Txt |
| City | WETHERSFIELD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8603447222 | RecipientPhoneNum |
| Form And Info And Materials | HTTPS://WWW.LIBERTY-BANK.COM/YOUR-COMMUNITY/LIBERTY-BANK-FOUNDATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (155 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| LITERACY VOLUNTEERS OF GREATER NEW HAVEN | |||||||
| 4 SCIENCE PARK 1 | NEW HAVEN | CT | 06511 | PC | TO SUPPORT FREE LITERACY CLASSES FOR ADULT LEARNERS IN MERIDEN, AND WALLINGFORD | $5,000 | |
| MIDDLESEX YMCA | |||||||
| 99 UNION STREET | MIDDLETOWN | CT | 06457 | PC | KIDZMATH AFTER-SCHOOL PROGRAM | $3,500 | |
| NEW LONDON AREA FOOD COALITION INC | |||||||
| 106 TRUMAN ST | NEW LONDON | CT | 06320 | PC | TO PURCHASE FOOD FOR PROJECT FEEDING THE FOOD INSECURE | $2,500 | |
| BRIDGE TO SUCCESS COMMUNITY PARTNERSHIP | |||||||
| 100 N ELM STREET | WATERBURY | CT | 06723 | PC | TO SUPPORT THE BOOST! INITIATIVE IN WATERBURY | $7,500 | |
| UNITED WAY OF GREATER WATERBURY | |||||||
| 100 NORTH ELM STREET-2ND FLOOR | WATERBURY | CT | 06702 | PC | TO SUPPORT THE 2017-18 ANNUAL APPEAL | $2,000 | |
| UNITED WAY OF GREATER WATERBURY | |||||||
| 100 NORTH ELM STREET-2ND FLOOR | WATERBURY | CT | 06702 | PC | FLEXIBLE ASSISTANCE FUND TO PREVENT HOMELESSNESS | $3,500 | |
| MIDDLESEX UNITED WAY | |||||||
| 100 RIVERVIEW CENTER SUITE | MIDDLETOWN | CT | 06457 | PC | TO SUPPORT THE 2017-18 ANNUAL APPEAL | $49,700 | 230-SUITE 230 |
| MIDDLESEX COMMUNITY COLLEGE FOUNDATION INC | |||||||
| 100 TRAINING HILL ROAD-100 TRAINING | MIDDLETOWN | CT | 06457 | PC | TO PROVIDE SCHOLARSHIPS FOR LOW/MODERATE-INCOME STUDENTS WITH FINANCIAL NEED | $10,000 | HILL ROAD |
| BOYS & GIRLS CLUB OF GREATER WATERBURY | |||||||
| 1037 EAST MAIN STREET | WATERBURY | CT | 067051040 | PC | TO SUPPORT THE MY FUTURE STEM/TECHNOLOGY PROGRAM | $4,500 | |
| OIC OF NEW LONDON COUNTY INC | |||||||
| 106 TRUMAN STREET | NEW LONDON | CT | 06320 | PC | TO SUPPORT THE CULINARY ARTS CAREER TECHNICAL TRAINING PROGRAM | $5,000 | |
| EASTERN CT WORKFORCE INVESTMENT BOARD INC | |||||||
| 108 NEW PARK AVENUE | FRANKLIN | CT | 06254 | PC | TO SUPPORT SUMMER YOUTH EMPLOYMENT IN EASTERN CT | $7,500 | |
| WATERBURY SYMPHONY ORCHESTRA | |||||||
| 110 BANK STREET | WATERBURY | CT | 06721 | PC | BRAVO WATERBURY | $3,000 | |
| MERIDEN NEW BRITAIN BERLIN YMCA | |||||||
| 110 WEST MAIN STREET | MERIDEN | CT | 06451 | PC | TO SUPPORT MERIDEN SUMMER YOUTH EMPLOYMENT | $5,000 | |
| ALWAYS HOME | |||||||
| 119 HIGH STREET | MYSTIC | CT | 06355 | PC | TO FUND THE SHELTER DIVERSION/ HOMELESSNESS PREVENTION PROGRAM | $5,000 | |
| VARIOUS | |||||||
| 1190 SILAS DEANE HWY | WETHERSFIELD | CT | 06109 | PC | VARIOUS | $20,488 | |
| NEW LONDON PLTI COLLABORATIVE | |||||||
| 120 BROAD STREET | NEW LONDON | CT | 06320 | PC | PEOPLE EMPOWERING PEOPLE | $5,000 | |
| NEW LONDON YOUTH AFFAIRS | |||||||
| 120 BROAD STREET | NEW LONDON | CT | 06320 | PC | TO SUPPORT THE EARLY CHILDHOOD FAMILY CENTER | $5,000 | |
| ST VINCENT DE PAUL PLACE NORWICH | |||||||
| 120 CLIFF STREET | NORWICH | CT | 06360 | PC | ST. VINCENT DE PAUL NORWICH - GENERAL OPERATING EXPENSES 2018 | $5,000 | |
| BEAT THE STREET COMMUNITY CENTER INC | |||||||
| 121 SOUTH COLONY STREET | MERIDEN | CT | 06450 | PC | TO SUPPORT THE CAREER EXPLORERS PROGRAM | $3,150 | |
| RUSSELL LIBRARY | |||||||
| 123 BROAD STREET | MIDDLETOWN | CT | 06457 | PC | TO SUPPORT THE CAREER SERVICES PROGRAM | $10,800 | |
| ODDFELLOWS PLAYHOUSE | |||||||
| 128 WASHINGTON STREET | MIDDLETOWN | CT | 06457 | PC | TO SUPPORT THE 2018-2019 AFTER-SCHOOL PROGRAM | $5,000 | |
| LIBERTY COMMUNITY SERVICES | |||||||
| 129 CHURCH STREET | NEW HAVEN | CT | 06510 | PC | TO FUND THE SUNRISE CAF, A FREE BREAKFAST PROGRAM | $5,000 | |
| THE HISPANIC COALITION OF GREATER WATERBURY INC | |||||||
| 135 EAST LIBERTY STREET | WATERBURY | CT | 06706 | PC | TO SUPPORT THE L.A.C.E. (LEADERSHIP, ATHLETICS, COMMUNITY, EDUCATION) PROGRAM FOR YOUTH | $2,500 | |
| HOUSE OF BREAD | |||||||
| 1453 MAIN ST | HARTFORD | CT | 06120 | PC | CAREER PATHWAYS PROGRAM | $2,500 | |
| BOYS & GIRLS CLUB OF MERIDEN | |||||||
| 15 LINCOLN STREET | MERIDEN | CT | 064513132 | PC | PROJECT LEARN | $5,000 | |
| BOYS & GIRLS CLUB OF NEW BRITAIN INC | |||||||
| 150 WASHINGTON STREET | NEW BRITAIN | CT | 06051 | PC | TO SUPPORT POWER HOUR/HOMEWORK CLUB | $5,000 | |
| NEW REACH | |||||||
| 153 EAST STREET | NEW HAVEN | CT | 06511 | PC | TO SUPPORT EMERGENCY SHELTER FOR FAMILIES | $5,000 | |
| CITY OF MERIDEN DEPARTMENT OF HEALTH AND HUMAN SERVICES | |||||||
| 165 MILLER STREET | MERIDEN | CT | 06450 | PC | TO SUPPORT A WINTER WARMING CENTER FOR HOMELESS PEOPLE IN THE MERIDEN AREA | $5,000 | |
| UNIVERSITY OF SAINT JOSEPH | |||||||
| 1678 ASYLUM AVENUE | WEST HARTFORD | CT | 06117 | PC | TO SUPPORT THE DEVELOPING LEADERS, INSPIRING LEARNERS PROGRAM | $4,000 | |
| WOMEN AND FAMILIES CENTER | |||||||
| 169 COLONY STREET | MERIDEN | CT | 06451 | PC | TO SUPPORT OPEN DOHR, A VOCATIONAL TRAINING PROGRAM FOR LOW-INCOME ADULTS | $5,000 | |
| BUILDING HOPE TOGETHER | |||||||
| 19 FRANKLIN SQUARE | NEW BRITAIN | CT | 06051 | PC | TO SUPPORT RAPID REHOUSING IN THE NEW BRITAIN AREA | $5,000 | |
| YWCA OF NEW BRITAIN | |||||||
| 19 FRANKLIN SQUARE | NEW BRITAIN | CT | 06051 | PC | TO SUPPORT THE STRIVE YOUTH DEVELOPMENT PROGRAM FOR MIDDLE SCHOOL GIRLS IN NEW BRITAIN | $5,000 | |
| SAFE FUTURES | |||||||
| 19 JAY ST | NEW LONDON | CT | 06320 | PC | TO SUPPORT THE PHOENIX HOUSE TRANSITIONAL LIVING PROGRAM | $4,000 | |
| HOPE PARTNERSHIP INC | |||||||
| 191 MAIN STREET | OLD SAYBROOK | CT | 064752382 | PC | TO INCREASE CAPACITY TO MANAGE DEVELOPMENT PROJECTS | $3,000 | |
| CONNECTICUT FOOD BANK | |||||||
| 2 RESEARCH PARKWAY | WALLINGFORD | CT | 06492 | PC | TO SUPPORT THE MIDDLETOWN KIDS BACKPACK PROGRAM | $5,000 | |
| GATEWAY COMMUNITY COLLEGE FOUNDATION INC | |||||||
| 20 CHURCH ST | NEW HAVEN | CT | 06105 | PC | TO PROVIDE SCHOLARSHIPS FOR LOW/MODERATE-INCOME STUDENTS WITH FINANCIAL NEED | $8,000 | |
| LITERACY VOLUNTEERS OF CENTRAL CT INC | |||||||
| 20 HIGH STREET | NEW BRITAIN | CT | 06051 | PC | TO SUPPORT THE PARENTING FOR ACADEMIC SUCCESS (PAS) PROGRAM | $6,000 | |
| LISA INC | |||||||
| 200 EXECUTIVE BLVD SUITE 4C | SOUTHINGTON | CT | 06489 | PC | WORK N' PROGRESS PROGRAM | $2,500 | |
| REBUILDING TOGETHER NEW BRITAIN | |||||||
| 200 MYRTLE ST | NEW BRITAIN | CT | 06053 | PC | TO SUPPORT THE REBUILDING DAY AND SAFE AT HOME PROGRAMS | $3,500 | |
| MERIDEN FARMERS MARKET | |||||||
| 200 RESEARCH PARKWAY | MERIDEN | CT | 06450 | PC | DOUBLING DOLLARS PROGRAM | $3,000 | |
| OUR PIECE OF THE PIE | |||||||
| 20-28 SARGEANT STREET | HARTFORD | CT | 06105 | PC | TO SUPPORT COMMUNITY-BASED YOUTH DEVELOPMENT PROGRAMMING IN EASTERN CT | $5,000 | |
| ACHIEVE HARTFORD | |||||||
| 221 MAIN STREET 3RD FLOOR | HARTFORD | CT | 06106 | PC | TO SUPPORT THE NEARLIES ACTION TEAM, A COALITION OF PUBLIC, NONPROFIT, AND CORPORATE ENTITIES WORKING TOGETHER TO INCREASE EDUCATIONAL ATTAINMENT FOR HARTFORD PUBLIC SCHOOLS STUDENTS | $5,000 | |
| WORKING CITIES CHALLENGE | |||||||
| 221 MAIN STREET 3RD FLOOR | HARTFORD | CT | 06106 | PC | TO SUPPORT THE WORKING CITIES CHALLENGE | $20,000 | |
| NEIGHBORHOOD HOUSING SERVICES OF NEW BRITAIN INC | |||||||
| 223 BROAD STREET | NEW BRITAIN | CT | 06053 | PC | TO SUPPORT SALARY FOR A NEW REAL ESTATE DEVELOPER POSITION | $5,000 | |
| EASTERN CONNECTICUT HOUSING OPPORTUNITIES | |||||||
| 228 STATE STREET-SUITE 5 | NEW LONDON | CT | 06320 | PC | TO SUPPORT REHABILITATION OF ONE AFFORDABLE HOME | $7,500 | |
| IRIS | |||||||
| 235 NICOLL STREET SECOND FLOOR | NEW HAVEN | CT | 06511 | PC | TO SUPPORT THE SUMMER LEARNING PROGRAM | $5,000 | |
| CONNECTICUT ASSOCIATION FOR HUMAN SERVICES | |||||||
| 237 HAMILTON STREET SUITE 208 | HARTFORD | CT | 06106 | PC | VOLUNTEER INCOME TAX ASSISTANCE PROGRAM | $10,000 | |
| PRO BONO PARTNERSHIP INC | |||||||
| 237 MAMARONECK AVENUE SUITE 300 | WHITE PLAINS | NY | 10605 | PC | TO PROVIDE FREE LEGAL SERVICES TO QUALIFIED NONPROFITS | $7,500 | |
| MADONNA PLACE | |||||||
| 240 MAIN STREET | NORWICH | CT | 06360 | PC | TO SUPPORT THE FAMILIES FIRST INITIATIVE | $5,000 | |
| BIG BROTHERS BIG SISTERS OF SOUTHWESTERN CT | |||||||
| 2470 FAIRFIELD AVENUE | BRIDGEPORT | CT | 06605 | PC | TO SUPPORT THE YOUTH MENTORING YOUTH PROGRAM IN NEW HAVEN | $5,000 | |
| JOURNEY HOME | |||||||
| 255 MAIN ST 2ND FLOOR | HARTFORD | CT | 06106 | PC | TO SUPPORT THE WORK OF THE GREATER HARTFORD COORDINATED ACCESS NETWORK | $5,000 | |
| BOYS & GIRLS CLUB OF BRISTOL FAMILY CENTER | |||||||
| 255 WEST STREET | BRISTOL | CT | 06010 | PC | TO SUPPORT POWER HOUR, A PROGRAM TO HELP DRIVE ACADEMIC SUCCESS FOR SCHOOL-AGE YOUTH | $5,000 | |
| THE CONNECTICUT STORYTELLING CENTER INC | |||||||
| 270 MOHEGAN AVENUE | NEW LONDON | CT | 06320 | PC | TO SUPPORT THE LITTLEST LISTENERS PROGRAM IN NORWICH | $4,000 | |
| TUNXIS COMMUNITY COLLEGE FOUNDATION | |||||||
| 271 SCOTT SWAMP ROAD | FARMINGTON | CT | 06032 | PC | SCHOLARSHIP PROGRAM | $6,000 | |
| MIDDLESEX HOSPITAL | |||||||
| 28 CRESCENT STREET | MIDDLETOWN | CT | 064573650 | PC | TO SUPPORT EXPANSION OF THE DATAHAVEN WELLBEING SURVEY IN MIDDLESEX COUNTY | $5,000 | |
| UNITED WAY OF SOUTHEASTERN CT | |||||||
| 283 STODDARDS WHARF ROAD-PO BOX 375 | GALES FERRY | CT | 06335 | PC | TO SUPPORT THE 2017-18 ANNUAL CAMPAIGN | $15,000 | |
| UNITED WAY OF NAUGATUCK AND BEACON FALLS | |||||||
| 284 CHURCH STREET-PO BOX 209 | NAUGATUCK | CT | 06770 | PC | TO SUPPORT THE 2017-18 ANNUAL APPEAL | $3,800 | |
| THE GOVERNOR'S PREVENTION PARTNERSHIP | |||||||
| 30 JORDAN LANE | WETHERSFIELD | CT | 06109 | PC | COMMUNITY PARTNERSHIPS PROGRAM | $5,000 | |
| UNITED WAY OF CENTRAL AND NORTHEASTERN CT | |||||||
| 30 LAUREL STREET | HARTFORD | CT | 061061374 | PC | TO SUPPORT THE 2017-18 ANNUAL APPEAL | $9,000 | |
| WORKFORCE SOLUTIONS COLLABORATIVE OF METRO HARTFORD | |||||||
| 30 LAUREL STREET | HARTFORD | CT | 06106 | PC | TO SUPPORT THE COLLABORATIVE IN ORGANIZING AND SUPPORTING EMPLOYER PARTNERSHIPS IN THREE INDUSTRY CLUSTERS | $10,000 | |
| EMERGENCY ASSISTANCE FUND FOR HURRICANE SURVIVORS | |||||||
| 30 LAUREL STREET 1 | HARTFORD | CT | 06106 | PC | TO PROVIDE SHELTER DIVERSION AND RAPID RE-HOUSING SERVICES TO HURRICANE SURVIVORS FROM PUERTO RICO AND THE U.S. VIRGIN ISLANDS WHO HAVE RELOCATED TO CONNECTICUT | $10,000 | |
| NUTMEG BIG BROTHERSSISTERS | |||||||
| 30 LAUREL STREET-SUITE 3 | HARTFORD | CT | 061061377 | PC | TO SUPPORT SCHOOL-BASED MENTORING PROGRAMS IN WINDHAM/WILLIMANTIC | $6,000 | |
| LEAP INC | |||||||
| 31 JEFFERSON STREET | NEW HAVEN | CT | 06511 | PC | TO SUPPORT THE LEARNING TO CODE PROGRAM | $5,000 | |
| UNITED WAY OF SOUTHINGTON | |||||||
| 31 LIBERTY ST SUITE 210 | SOUTHINGTON | CT | 06489 | PC | TO SUPPORT THE 2017-18 ANNUAL APPEAL | $500 | |
| CHILDREN'S COMMUNITY SCHOOL | |||||||
| 31 WOLCOTT STREET | WATERBURY | CT | 06702 | PC | TO SUPPORT THE SUMMER BRIDGES PROGRAM | $5,000 | |
| COLLABORATIVE FOR COLCHESTER'S CHILDREN | |||||||
| 315 HALLS HILL ROAD | COLCHESTER | CT | 06415 | PC | TO SUPPORT PEP PROGRAMMING IN COLCHESTER | $3,000 | |
| WINDHAM PUBLIC SCHOOLS | |||||||
| 322 PROSPECT STREET | WILLIMANTIC | CT | 06226 | PC | TO SUPPORT BEFORE- AND AFTER-SCHOOL PROGRAMMING FOR STUDENTS AT NORTH WINDHAM SCHOOL, WINDHAM CENTER SCHOOL, AND CHARLES H. BARROWS STEM ACADEMY | $10,000 | |
| NEIGHBORHOOD HOUSING SERVICES OF NEW HAVEN | |||||||
| 333 SHERMAN AVE | NEW HAVEN | CT | 06511 | PC | TO SPPORT GENERAL OPERATIONS | $5,000 | |
| EBONY HORSEWOMEN INC | |||||||
| 337 VINE STREET | HARTFORD | CT | 06112 | PC | TO SUPPORT THE EQUINE/ANIMAL GROWTH AND LEARNING AFTER SCHOOL PROGRAM | $5,000 | |
| FARM TO FAMILY INC | |||||||
| 34 EAST MAIN ST | AVON | CT | 06001 | PC | TO SUPPORT THE WEEKEND BACKPACK PROGRAM IN WEST HARTFORD | $2,500 | |
| GIRL SCOUTS OF CONNECTICUT INC | |||||||
| 340 WASHINGTON STREET | HARTFORD | CT | 06106 | PC | TO SUPPORT STEM PROGRAMMING IN WATERBURY | $5,000 | |
| UNITED WAY OF MERIDEN AND WALLINGFORD | |||||||
| 35 PLEASANT STREET | MERIDEN | CT | 06450 | PC | TO SUPPORT THE 2017-18 ANNUAL APPEAL | $4,000 | |
| HIGHER EDGE | |||||||
| 35 REDDEN AVENUE | NEW LONDON | CT | 06320 | PC | TO PROVIDE INTENSIVE COLLEGE ACCESS AND SUCCESS PROGRAMMING TO LOW-INCOME AND FIRST-GENERATION COLLEGE-BOUND STUDENTS FROM NEW LONDON COUNTY AND WINDHAM | $7,500 | |
| NEW HAVEN ECOLOGY PROJECT | |||||||
| 358 SPRINGSIDE AVENUE | NEW HAVEN | CT | 06511 | PC | TO SUPPORT THE GREEN JOBS CORPS YOUTH EMPLOYMENT PROGRAM | $5,000 | |
| UNITED WAY OF GREATER NEW HAVEN | |||||||
| 370 JAMES STREET 4TH FLOOR SUITE | NEW HAVEN | CT | 06510 | PC | TO SUPPORT THE 2017-18 ANNUAL APPEAL | $5,000 | 403 |
| KLINGBERG FAMILY CENTERS | |||||||
| 370 LINWOOD STREET | NEW BRITAIN | CT | 06052 | PC | TO SUPPORT THE VOCATIONAL EDUCATION PROGRAM | $3,500 | |
| HABITAT FOR HUMANITY OF EASTERN CT | |||||||
| 377 BROAD STREET | NEW LONDON | CT | 06320 | PC | TO BUILD SIX AFFORDABLE HOMES IN NORWICH FOR LOW-INCOME FAMILIES | $10,000 | |
| BUSINESS INDUSTRY FOUNDATION OF MIDDLESEX COUNTY | |||||||
| 393 MAIN STREET | MIDDLETOWN | CT | 06457 | PC | TO SUPPORT THE HAL KAPLAN MIDDLETOWN MENTOR PROGRAM | $9,900 | |
| BUSINESS INDUSTRY FOUNDATION OF MIDDLESEX COUNTY | |||||||
| 393 MAIN STREET | MIDDLETOWN | CT | 06457 | PC | MIDDLETOWN SUMMER YOUTH EMPLOYMENT PROGRAM | $5,000 | |
| MARTIN HOUSE | |||||||
| 401 WEST THAMES STREET-PO BOX 857 | NORWICH | CT | 06360 | PC | TO SUPPORT THE ADULT EDUCATION/EMPLOYMENT SUPPORT PROGRAM | $5,000 | |
| MASTER'S MANNA INC | |||||||
| 428 SOUTH CHERRY STREET | WALLINGFORD | CT | 06492 | PC | TO SUPPORT THE FOOD RECLAMATION PROGRAM | $5,000 | |
| GREATER NEW BRITAIN TEEN PREGNANCY PREVENTION INC | |||||||
| 43 VIETS STREET | NEW BRITAIN | CT | 06053 | PC | TO SUPPORT THE MATH EDUCATION COMPONENT AT THE PATHWAYS/SENDEROS CENTER | $5,000 | |
| UNITED WAY OF WEST CENTRAL CONNECTICUT | |||||||
| 440 NORTH MAIN STREET SUITE D | BRISTOL | CT | 06010 | PC | TO SUPPORT THE 2017-18 ANNUAL APPEAL | $1,000 | |
| NEW HAVEN READS | |||||||
| 45 BRISTOL STREET | NEW HAVEN | CT | 06511 | PC | TO SUPPORT THE EARLY LITERACY PROGRAM FOR PRE-K AND K STUDENTS FROM NEW HAVEN PUBLIC SCHOOLS | $5,000 | |
| RIVERFRONT CHILDREN'S CENTER INC | |||||||
| 476 THAMES STREET | GROTON | CT | 06340 | PC | TO SUPPORT LITERACY PROGRAMMING FOR CHILDREN WHO ATTEND THE CENTER | $5,000 | |
| WILSON GRAY YMCA YOUTH & FAMILY CENTER | |||||||
| 50 STATE HOUSE SQUARE 2ND FLOOR | HARTFORD | CT | 06103 | PC | TO SUPPORT HOMEBUYER EDUCATION | $3,500 | |
| JUMPSTART FOR YOUNG CHILDREN | |||||||
| 505 EIGHTH AVENUE SUITE 1100 | NEW YORK | NY | 10018 | PC | TO PROVIDE EARLY LITERACY EDUCATION TO LOW-INCOME PRESCHOOL CHILDREN IN HARTFORD, NEW BRITAIN, NEW HAVEN, STORRS, AND WINDHAM/WILLIMANTIC | $7,500 | |
| SOLAR YOUTH | |||||||
| 53 WAYFARER STREET | NEW HAVEN | CT | 06515 | PC | YOUTH EDUCATOR INTERNSHIP PROGRAM | $5,000 | |
| VALLEY UNITED WAY | |||||||
| 54 GROVE STREET SUITE 1 | SHELTON | CT | 06484 | PC | TO SUPPORT THE 2017-18 ANNUAL CAMPAIGN | $2,000 | |
| VALLEY UNITED WAY | |||||||
| 54 GROVE STREET SUITE 1 | SHELTON | CT | 06484 | PC | TO SUPPORT THE GROW YOUR OWN NEIGHBORHOOD GARDEN PROGRAM | $5,000 | |
| PLAINVILLE COMMUNITY FOOD PANTRY INC | |||||||
| 54 SOUTH CANAL STREET | PLAINVILLE | CT | 06062 | PC | TO SUPPORT GENERAL OPERATING EXPENSES | $3,000 | |
| TRI-TOWN YOUTH SERVICES | |||||||
| 56 HIGH STREET PO BOX 897 | DEEP RIVER | CT | 06417 | PC | TO SUPPORT PEP PROGRAMMING IN DEEP RIVER | $5,000 | |
| BRIDGEPORT NEIGHBORHOOD TRUST | |||||||
| 570 STATE STREET | BRIDGEPORT | CT | 06604 | PC | TO FUND THE EMPOWERMENT RESOURCE ACADEMY | $5,000 | |
| THREE RIVERS COLLEGE FOUNDATION | |||||||
| 574 NEW LONDON TURNPIKE | NORWICH | CT | 063605063 | PC | TO PROVIDE SCHOLARSHIPS FOR LOW/MODERATE-INCOME STUDENTS WITH FINANCIAL NEED | $8,000 | |
| SOUTHEASTERN CT FUNDER COLLABORATIVE | |||||||
| 68 FEDERAL STREET | NEW LONDON | CT | 06320 | PC | TO SUPPORT THE CREATION OF AN INSTITUTE FOR NONPROFIT EXCELLENCE TO BUILD THE CAPACITY OF NONPROFITS IN SOUTHEASTERN CONNECTICUT | $10,000 | |
| JUNIOR ACHIEVEMENT OF SOUTHWEST NEW ENGLAND INC | |||||||
| 70 FARMINGTON AVENUE | HARTFORD | CT | 06105 | PC | TO SUPPORT THE JA CAREER CONNECTIONS FOR YOUNG WOMEN PROGRAM | $5,000 | |
| SQUASH HAVEN INC | |||||||
| 70 TOWER PARKWAY | NEW HAVEN | CT | 06520 | PC | TO SUPPORT ONGOING COLLEGE ACCESS PROGRAMMING FOR MIDDLE AND HIGH SCHOOL STUDENTS IN NEW HAVEN | $5,000 | |
| NEW LONDON HOMELESS HOSPITALITY CENTER | |||||||
| 730 STATE PIER RD | NEW LONDON | CT | 06320 | PC | TO SUPPORT THE OPERATION OF THE EMERGENCY SHELTER AND DAYTIME HOSPITALITY SHELTER | $5,000 | |
| QUINEBAUG VALLEY COMMUNITY COLLEGE FOUNDATION | |||||||
| 742 UPPER MAPLE STREET | DANIELSON | CT | 06239 | PC | TO PROVIDE SCHOLARSHIPS FOR LOW/MODERATE-INCOME STUDENTS WITH FINANCIAL NEED | $6,000 | |
| NAUGATUCK VALLEY COMMUNITY COLLEGE FOUNDATION INC | |||||||
| 750 CHASE PARKWAY | WATERBURY | CT | 06708 | PC | TO PROVIDE SCHOLARSHIPS FOR LOW/MODERATE-INCOME STUDENTS WITH FINANCIAL NEED | $4,000 | |
| GREATER WATERBURY INTERFAITH MINISTRIES INC | |||||||
| 770 EAST MAIN STREET | WATERBURY | CT | 067021742 | PC | TO FUND THE SOUP KITCHEN AND EMERGENCY FOOD PANTRY | $5,000 | |
| HYGIENIC ART INC | |||||||
| 79 BANK STREET | NEW LONDON | CT | 06320 | PC | TO SUPPORT DO THE WRITE THING/PICTURE MY WORLD, AN AFTER-SCHOOL CREATIVE WRITING PROGRAM FOR MIDDLE SCHOOL STUDENTS FROM NEW LONDON | $3,500 | |
| WALLINGFORD FAMILY YMCA | |||||||
| 81 SOUTH ELM STREET | WALLINGFORD | CT | 06492 | PC | TO SUPPORT THE UPWARD BOUND PROGRAM | $5,000 | |
| CITY SEED | |||||||
| 817 GRAND AVE NO 101 | NEW HAVEN | CT | 06511 | PC | FOOD BUSINESS INCUBATION PROGRAM | $2,500 | |
| WATERBURY YOUTH SERVICES INC | |||||||
| 83 PROSPECT STREET | WATERBURY | CT | 06702 | PC | TO SUPPORT THE LINKING ACADEMICS TO LIFE PROGRAM | $3,500 | |
| CATHOLIC CHARITIES ARCHDIOCESE OF HARTFORD | |||||||
| 839-841 ASYLUM AVENUE | HARTFORD | CT | 06105 | PC | TO SUPPORT THE MERIDEN FAMILY CENTER'S SCHOOL READINESS PROGRAMS | $5,000 | |
| COMMUNITY SOUP KITCHEN | |||||||
| 84 BROADWAY | NEW HAVEN | CT | 06511 | PC | TO PURCHASE FOOD | $5,000 | |
| REACH OUT AND READ INC | |||||||
| 89 SOUTH STREET SUITE 201 | BOSTON | MA | 02111 | PC | EARLY LITERACY PROGRAMMING IN BRISTOL, MANSFIELD, AND WILLIMANTIC | $7,500 | |
| NEW HAVEN SCIENCE FAIR FOUNDATION | |||||||
| 900 CHAPEL STREET 10TH FLOOR | NEW HAVEN | CT | 06510 | PC | TO SUPPORT THE SCIENCE MENTOR PROGRAM FOR NEW HAVEN STUDENTS | $5,000 | |
| CAPITAL COMMUNITY COLLEGE | |||||||
| 950 MAIN STREET-950 MAIN STREET | HARTFORD | CT | 06103 | PC | TO PROVIDE SCHOLARSHIPS FOR LOW/MODERATE-INCOME STUDENTS WITH FINANCIAL NEED | $4,000 | |
| NORTHEAST COORDINATED ACCESS NETWORK | |||||||
| C/O ACCESS COMMUNITY ACTION AGENCY | WILLIMANTIC | CT | 06226 | PC | TO FUND THE WINDHAM HOMELESSNESS INTERVENTION FUND | $3,000 | |
| EARLY CHILDHOOD FUNDERS COLLABORATIVE | |||||||
| C/O CT COUNCIL FOR PHILANTHROPY-221 | HARTFORD | CT | 06106 | PC | TO PARTNER WITH STATE GOVERNMENT TO CREATE AND SUSTAIN A COORDINATED SYSTEM OF CARE AND EDUCATION FOR YOUNG CHILDREN | $5,000 | MAIN STREET |
| MIDDLETOWN EMERGENCY WARMING CENTER | |||||||
| C/O MIDDLESEX UNITED WAY-100 | MIDDLETOWN | CT | 06457 | PC | TO PROVIDE OVERNIGHT SHELTER TO HOMELESS PEOPLE IN MIDDLETOWN WHO WOULD OTHERWISE BE OUTDOORS | $3,000 | RIVERVIEW CENTER SUITE |
| NORWICH COMMUNITY CARE TEAM | |||||||
| C/O NORWICH HUMAN SERVICES-80 | NORWICH | CT | 06360 | PC | TO FUND SHELTER DIVERSION AND RAPID REHOUSING SERVICES | $3,500 | BROADWAY |
| WETHERSFIELD EARLY CHILDHOOD COLLABORATIVE | |||||||
| C/O PARKS AND RECREATION-505 SILAS | WETHERSFIELD | CT | 06109 | PC | TO HIRE A CONSULTANT TO HELP WETHERSFIELD DEVELOP A PLAN FOR AN INTERGENERATIONAL COMMUNITY BASED FAMILY RESOURCE CENTER (CBFRC) | $5,000 | DEANE HIGHWAY |
| LIBERTY BANK DONALD B WILBUR SCHOLARSHIP | |||||||
| LIBERTY BANK FOUNDATION | WETHERSFIELD | CT | 06109 | PC | TO FUND A SCHOLARSHIP FOR A STUDENT FROM LIBERTY BANK'S SERVICE AREA, IN HONOR OF FORMER LIBERTY BANK BOARD CHAIRMAN DONALD B. WILBUR | $1,000 | |
| LIBERTY BANK FOUNDATION ADULT EDUCATION PROGRAM | |||||||
| LIBERTY BANK FOUNDATION | WETHERSFIELD | CT | 06109 | PC | TO PROVIDE SCHOLARSHIPS FOR LOW/MODERATE-INCOME GRADUATES OF ADULT EDUCATION PROGRAMS WHO ARE GOING ON TO COLLEGE | $34,000 | |
| LIBERTY BANK FOUNDATION EARLY LITERACY GRANT PROGRAM | |||||||
| LIBERTY BANK FOUNDATION | WETHERSFIELD | CT | 06109 | PC | TO SUPPORT EARLY LITERACY PROGRAMS IN K-3 SCHOOLS THAT ASSIST IN REDUCING THE ACHIEVEMENT GAP BETWEEN LOW-INCOME STUDENTS AND THEIR MORE AFFLUENT PEERS | $30,000 | |
| LIBERTY BANK VOLUNTEER HALL OF FAME AWARD | |||||||
| LIBERTY BANK FOUNDATION | WETHERSFIELD | CT | 06109 | PC | TO UNDERWRITE A DONATION MADE IN HONOR OF THE 2017 INDUCTEE INTO THE LIBERTY BANK VOLUNTEER HALL OF FAME | $1,000 | |
| LIBERTY BANKROTARY CLUB THANKSGIVING DINNER DRIVE | |||||||
| LIBERTY BANK FOUNDATION | WETHERSFIELD | CT | 06109 | PC | TO MATCH FUNDS DONATED AT LIBERTY BANK BRANCHES TO PROVIDE THANKSGIVING DINNERS FOR NEEDY FAMILIES | $88,344 | |
| WILLARD M MCRAE COMMUNITY DIVERSITY AWARD | |||||||
| LIBERTY BANK FOUNDATION | WETHERSFIELD | CT | 06109 | PC | TO FUND AN AWARD FOR A COMMUNITY LEADER WHO HAS CHAMPIONED THE CAUSE OF DIVERSITY IN LIBERTY'S SERVICE AREA | $5,000 | |
| AGENCY ON AGING OF SOUTH CENTRAL CT INC | |||||||
| ONE LONG WHARF DRIVE SUITE 1L | NEW HAVEN | CT | 06511 | PC | TO SUPPORT EXPERIENCE CORPS, AN INTERGENERATIONAL LITERACY PROGRAM IN THE NEW HAVEN AREA | $5,000 | |
| IMAGINE NATION | |||||||
| ONE PLEASANT STREET | BRISTOL | CT | 06010 | PC | TO SUPPORT THE IMAGINE NATION STEAM PROGRAM FOR PRESCHOOL CHILDREN | $3,500 | |
| THAMES VALLEY COUNCIL FOR COMMUNITY ACTION INC | |||||||
| ONE SYLVANDALE ROAD | JEWETT CITY | CT | 06351 | PC | TO FUND A CASE MANAGER TO SERVE AS LIAISON TO THE SOUTHEASTERN CT COORDINATED ACCESS NETWORK | $7,500 | |
| THAMES RIVER COMMUNITY SERVICE INC | |||||||
| ONE THAMES RIVER PLACE | NORWICH | CT | 06360 | PC | TO SUPPORT ITS EMPLOYMENT/CAREER TRAINING AND PERMANENT HOUSING PROGRAM | $5,000 | |
| GILEAD COMMUNITY SERVICES INC | |||||||
| PO BOX 1000 | MIDDLETOWN | CT | 06457 | PC | TO PROVIDE TEMPORARY EMERGENCY HOUSING TO INDIVIDUALS WITH MENTAL ILLNESS WHO ARE IN CRISIS | $5,000 | |
| LITERACY VOLUNTEERS OF AMERICA - VALLEY SHORE CT | |||||||
| PO BOX 1006 | WESTBROOK | CT | 06498 | PC | TO SUPPORT THE WORKPLACE LITERACY PROGRAM | $3,650 | |
| DOWNTOWN EVENING SOUP KITCHEN INC | |||||||
| PO BOX 1478-311 TEMPLE STREET | NEW HAVEN | CT | 065061478 | PC | TO SUPPORT THE EVENING MEALS AND PANTRY PROGRAMS | $2,500 | |
| COVENANT SHELTER OF NEW LONDON | |||||||
| PO BOX 1653-42 JAY STREET | NEW LONDON | CT | 06320 | PC | TO SUPPORT GENERAL OPERATIONS | $10,000 | |
| FRIENDSHIP SERVICE CENTER OF NEW BRITAIN INC | |||||||
| PO BOX 1896 | NEW BRITAIN | CT | 06050 | PC | TO SUPPORT THE DEVELOPMENT OF NORTH STREET APARTMENTS, AN AFFORDABLE HOUSING PROJECT IN NEW BRITAIN. | $7,500 | |
| STEPS INC | |||||||
| PO BOX 1907 | GROTON | CT | 06340 | PC | TO SUPPORT AFTER SCHOOL PROGRAMMING FOR ADOLESCENT GIRLS IN NEW LONDON, GROTON, AND NORWICH | $3,000 | |
| MUSIC HAVEN | |||||||
| PO BOX 207332 | NEW HAVEN | CT | 06511 | PC | TO SUPPORT THE ACADEMIC SUCCESS INITIATIVE | $5,000 | |
| YALE PEABODY MUSEUM OF NATURAL HISTORY | |||||||
| PO BOX 208118 | NEW HAVEN | CT | 06520 | PC | TO SUPPORT EVOLUTIONS, A SCIENCE AND COLLEGE FOCUSED AFTERSCHOOL PROGRAM | $12,500 | |
| WINDHAM AREA INTERFAITH MINISTRY | |||||||
| PO BOX 221 | WILLIMANTIC | CT | 06226 | PC | TO SUPPORT THE UNMET NEEDS FUND | $7,500 | |
| FRESH NEW LONDON | |||||||
| PO BOX 285 | NEW LONDON | CT | 06320 | PC | TO SUPPORT THE FRESH YOUTH LEADERSHIP PROGRAM | $5,000 | |
| AMITY TEEN CENTER INC | |||||||
| PO BOX 3671 | WOODBRIDGE | CT | 06525 | PC | TO SUPPORT THE LIFE AFTER HIGH SCHOOL AFTER-SCHOOL PROGRAM | $5,000 | |
| NEW LONDON COUNTY FUND TO END HOMELESSNESS | |||||||
| PO BOX 375 | GALES FERRY | CT | 06335 | PC | TO SUPPORT SHELTER DIVERSION AND RAPID REHOUSING SERVICES | $5,000 | |
| GEMMA E MORAN UNITED WAYLABOR FOOD CENTER | |||||||
| PO BOX 375-374 BROAD STREET | GALES FERRY | CT | 06335 | PC | TO PURCHASE FRESH, HEALTHY FOOD FOR FOOD INSECURE RESIDENTS | $5,000 | |
| ST VINCENT DEPAUL MIDDLETOWN | |||||||
| PO BOX 398 | MIDDLETOWN | CT | 064570398 | PC | TO SUPPORT THE MEALS AND COMMUNITY ASSISTANCE PROGRAMS | $12,000 | |
| COLUMBUS HOUSE INC | |||||||
| PO BOX 7093 | NEW HAVEN | CT | 06519 | PC | TO SUPPORT THE MIDDLESEX FAMILY SHELTER AND THE WALLINGFORD EMERGENCY SHELTER | $10,000 | |
| CLICK INC | |||||||
| PO BOX 788 | WILLIMANTIC | CT | 06226 | PC | TO SUPPORT THE COSTS ASSOCIATED WITH OPERATING THE COMMERCIALLY LICENSED KITCHEN | $3,000 | |
| SHORELINE SOUP KITCHENS & PANTRIES | |||||||
| PO BOX 804 | ESSEX | CT | 064260804 | PC | TO FUND THE PURCHASE OF FOOD | $5,000 | |
| PRUDENCE CRANDALL CENTER | |||||||
| PO BOX 895 | NEW BRITAIN | CT | 06050 | PC | TO SUPPORT THE PERMANENT SUPPORTIVE HOUSING PROGRAM | $3,500 | |
| FEED BRANFORD KIDS | |||||||
| PO BOX 651 | BRANFORD | CT | 06405 | PC | TO PROVIDE WEEKEND MEALS TO LOW-INCOME CHILDREN IN BRANFORD | $2,000 | |
| ARTS FOR LEARNING | |||||||
| 1 EVERGREEN AVE SUITE 33 | HAMDEN | CT | 06518 | PC | GRANTS | $2,500 | |
| MIDDLETOWN PUBLIC SCHOOLS | |||||||
| 311 HUNTING HILL AVE | MIDDLETOWN | CT | 06457 | PC | GRANTS | $7,500 | |
| CAPITAL FOR CHANGE | |||||||
| 121 TREMONT ST | HARTFORD | CT | 06105 | PC | GRANTS | $5,000 | |
| CONNECTICUT COLLEGE | |||||||
| 270 MOHEGAN AVENUE | NEW LONDON | CT | 06320 | PC | GRANTS | $3,000 | |
| INTERNATIONAL FESTIVAL OF ARTS & IDEAS | |||||||
| 195 CHURCH ST | NEW HAVEN | CT | 06510 | PC | GRANTS | $2,500 | |
| CT VETERANS LEGAL | |||||||
| 114 BOSTON POST RD | WEST HAVEN | CT | 06516 | PC | GRANTS | $5,000 | |
| VETERANS INC | |||||||
| 69 GROVE ST | WORCESTER | MA | 01605 | PC | GRANTS | $5,000 | |
| WESLYAN UNIVERSITY | |||||||
| 45 WYLLYS AVE | MIDDLETOWN | CT | 06459 | PC | GRANTS | $5,000 | |
| LOCAL INITIATIVE SUPPORT CORPORATION | |||||||
| 75 CHARTER OAK AVE SUITE 2-250 | HARTFORD | CT | 06106 | PC | GRANTS | $5,000 | |
| MERIDEN-WALLINGFORD CHRYSALIS | |||||||
| 14 W MAIN ST 103 | MERIDEN | CT | 06451 | PC | GRANTS | $5,000 | |
| SPANISH COMMUNITY-WALLINGFORD | |||||||
| 284 WASHINGTON ST | WALLINGFORD | CT | 06492 | PC | GRANTS | $7,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,017,832 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $405,460 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $884,562 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,290,022 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,290,022 | 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 | $11,000 | Amt |
| Net Investment Income | $5,500 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $5,500 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | RAYMOND JAMES INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $23,011,353 | BookValueAmt |
| EOYFMV | $23,011,353 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENTS | Desc |
| Amt | $2,497,895 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER | Desc |
| Revenue And Expenses Per Books | $110,960 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $110,960 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $25,697 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |