LIBERTY BANK FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- LIBERTY BANK FOUNDATION (EIN 06-1479957)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-09-12
- IRS object ID
- 201812559349100301
- Schema version
- 2017v2.3
- 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 Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-09-12T08:01:12-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 STREET 24TH FLOOR | AddressLine1Txt |
| City | HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | 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 | 2018-08-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LISA WILLS | PreparerPersonNm |
| PTIN | P00634334 | 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 | 2018-08-27 | IPDt |
| IP Tm | 12:36:38 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 4C8BC9C28A92C8A311C09DE2CCB86014AFACE4A3 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 327E3C2D37B230E72C1C948ED61A4201C2877173 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $17,812,233 | 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 | $666,040 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $340,045 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $340,045 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $361,806 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,095,481 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $361,806 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,367,891 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $701,851 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $193,818 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $24,250 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $167,568 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $133,369 | 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 | $133,369 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $5,250 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $117,532 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $117,532 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $11,096 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $89,020 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $89,020 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $555,335 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $147,032 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $395,207 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $846,495 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $754,645 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,401,830 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $147,032 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,149,852 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$33,939 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $554,819 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,588,270 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $504,414 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $504,414 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $5,524 | PrepaidExpensesBOYAmt |
| Other Investments BOY | $14,192,251 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $17,307,819 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $17,307,819 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $15,786,045 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,812,233 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,812,233 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $5,572 | AccountsPayableEOYAmt |
| Grants Payable EOY | $90,850 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $96,422 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $15,786,045 | UnrestrictedBOYAmt |
| Unrestricted EOY | $17,715,811 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,786,045 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,715,811 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,786,045 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $17,812,233 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,786,045 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$33,939 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,963,705 | OtherIncreasesAmt |
| Subtotal | $17,715,811 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $17,715,811 | 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 |
| Gross Sales Price | $8,095,481 | GrossSalesPriceAmt |
| Cost Or Other Basis | $7,733,675 | CostOrOtherBasisAmt |
| Gain Or Loss | $361,806 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $361,806 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $361,806 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,065,803 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $14,049,568 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.075860 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,019,803 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $14,140,852 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.072118 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,066,545 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $12,323,777 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.086544 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,150,781 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $10,139,502 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.113495 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $834,549 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $9,328,959 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.089458 | DistributionYr5Rt |
| Total Distribution | 0.437475 | TotalDistributionRt |
| Average Distribution | 0.087495 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $17,116,926 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,497,645 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,548 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,503,193 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,149,852 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,096 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,096 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,096 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,524 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $5,572 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $11,096 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | 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 |
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 |
|---|---|---|---|---|---|---|---|---|
| CHANDLER HOWARD | ||||||||
| 315 MAIN STREET | MIDDLETOWN | CT | 06457 | PRESIDENT | 1.20 | $0 | $0 | $0 |
| MICHAEL HELFGOTT | ||||||||
| 315 MAIN STREET | MIDDLETOWN | CT | 06457 | CHAIRMAN | 1.20 | $4,250 | $0 | $0 |
| MARK GINGRAS | ||||||||
| 315 MAIN STREET | MIDDLETOWN | CT | 06457 | DIRECTOR | 1.20 | $4,000 | $0 | $0 |
| RICHARD TOMC | ||||||||
| 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 |
| CATINA CABAN-OWEN | ||||||||
| 315 MAIN STREET | MIDDLETOWN | CT | 06457 | DIRECTOR | 1.20 | $4,000 | $0 | $0 |
| 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 |
| DAMARIS GARCIA | ||||||||
| 315 MAIN STREET | MIDDLETOWN | CT | 06457 | DIRECTOR | 1.20 | $0 | $0 | $0 |
| SUSAN MURPHY | ||||||||
| 315 MAIN STREET | MIDDLETOWN | CT | 06457 | DIRECTOR, EXEC DIRECTOR, V | 40.00 | $169,568 | $0 | $0 |
| KATHLEEN DOUCETTE | ||||||||
| 315 MAIN STREET | MIDDLETOWN | CT | 06457 | TREASURER | 1.20 | $0 | $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 | $16,891,891 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $485,699 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,377,590 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $17,377,590 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $260,664 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,116,926 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $855,846 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $855,846 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,096 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,096 | TotalTaxAmt |
| Distributable Before Adj | $844,750 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $844,750 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $844,750 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,149,852 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,149,852 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,149,852 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $844,750 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $384,189 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $660,432 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $485,613 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $321,202 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $367,801 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,219,237 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,149,852 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $844,750 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $305,102 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,524,339 | 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 | $384,189 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,140,150 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $660,432 | ExcessFromYear4Amt |
| Excess From Year3 | $485,613 | ExcessFromYear3Amt |
| Excess From Year2 | $321,202 | ExcessFromYear2Amt |
| Excess From Year1 | $367,801 | ExcessFromYear1Amt |
| Excess From Current Year | $305,102 | 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 (105 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ACCESS COMMUNITY ACTION AGENCY INC | |||||||
| 1315 MAIN STREET SUITE 2 | WILLIMANTIC | CT | 06226 | PC | TO SUPPORT THE ACCESS TO EMPLOYMENT (A2E) PROGRAM | $5,000 | |
| ADELBROOK | |||||||
| 60 HICKSVILLE ROAD | CROMWELL | CT | 06416 | PC | TO SUPPORT THE WORK STUDY PROGRAM | $3,500 | |
| AGENCY ON AGING OF SOUTH CENTRAL CT INC | |||||||
| ONE LONG WHARF DRIVE SUITE 1L | NEW HAVEN | CT | 06511 | PC | TO SUPPORT THE EXPERIENCE CORPS, AN INTERGENERATIONAL LITERACY PROGRAM FOR K-3 STUDENTS | $5,000 | |
| ALWAYS HOME | |||||||
| 119 HIGH STREET | MYSTIC | CT | 06355 | PC | TO FUND THE HOMELESSNESS PREVENTION/SHELTER DIVERSION PROGRAM | $3,500 | |
| AMITY TEEN CENTER INC | |||||||
| PO BOX 3671 | WOODBRIDGE | CT | 06525 | PC | TO SUPPORT THE AFTER-SCHOOL PROGRAM FOR STUDENTS IN GRADES 7-12 | $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 | |
| BRIDGE TO SUCCESS COMMUNITY PARTNERSHIP | |||||||
| 100 N ELM STREET | WATERBURY | CT | 06723 | PC | TO SUPPORT THE BRIDGE TO SUCCESS COMMUNITY PARTNERSHIP, A CRADLE-TO-CAREER COLLECTIVE IMPACT INITIATIVE | $5,000 | |
| BUSINESS INDUSTRY FOUNDATION OF MIDDLESEX COUNTY | |||||||
| 393 MAIN STREET | MIDDLETOWN | CT | 06457 | PC | TO SUPPORT THE MIDDLETOWN SUMMER YOUTH EMPLOYMENT PROGRAM | $8,000 | |
| CAPITAL COMMUNITY COLLEGE | |||||||
| DIRECTOR OF INSTITUTIONAL ADVANCEME | HARTFORD | CT | 06103 | PC | TO PROVIDE SCHOLARSHIPS FOR LOW/MODERATE-INCOME STUDENTS WITH FINANCIAL NEED | $4,000 | T 950 MAIN STREET |
| CATHOLIC CHARITIES ARCHDIOCESE OF HARTFORD | |||||||
| 839-841 ASYLUM AVENUE | HARTFORD | CT | 06105 | PC | TO SUPPORT THE MERIDEN FAMILY CENTER'S SCHOOL READINESS PROGRAM | $5,000 | |
| CHILDREN'S COMMUNITY SCHOOL | |||||||
| 31 WOLCOTT STREET | WATERBURY | CT | 06702 | PC | TO SUPPORT THE SUMMER BRIDGES PROGRAM | $5,000 | |
| CITY OF MERIDEN DEPARTMENT OF HEALTH AND HUMAN SERVICES | |||||||
| 165 MILLER STREET | MERIDEN | CT | 06450 | PC | TO SUPPORT MERIDEN SUMMER YOUTH EMPLOYMENT | $5,000 | |
| CLICK INC | |||||||
| PO BOX 788 | WILLIMANTIC | CT | 06226 | PC | TO SUPPORT THE COSTS ASSOCIATED WITH OPERATING THE COMMERCIALLY LICENSED KITCHEN | $5,000 | |
| COALITION FOR NEW BRITAIN'S YOUTH | |||||||
| 185 MAIN STREET SUITE 423 | NEW BRITAIN | CT | 06052 | PC | TO SUPPORT NEW BRITAIN'S CRADLE-TO-CAREER COMMUNITY PARTNERSHIP | $5,000 | |
| COALITION ON HOUSING AND HOMELESSNESS | |||||||
| C/O MIDDLESEX UNITED WAY | MIDDLETOWN | CT | 06457 | PC | TO PROVIDE EMERGENCY FUNDING TO SUPPORT THE POSITION OF THE COORDINATED ACCESS NETWORK COORDINATOR | $5,000 | |
| COLUMBUS HOUSE INC | |||||||
| PO BOX 7093 | NEW HAVEN | CT | 06519 | PC | TO SUPPORT THE MIDDLESEX FAMILY SHELTER AND WALLINGFORD EMERGENCY SHELTER, WHICH SERVES HOMELESS FAMILIES. | $10,000 | |
| COMMUNITY ACTION AGENCY OF NEW HAVEN INC | |||||||
| 419 WHALLY AVENUE | NEW HAVEN | CT | 06511 | PC | TO SUPPORT THE SMART PROGRAM (SINGLE MOTHERS ACTIVELY REACHING THE TOP) | $5,000 | |
| COMMUNITY DINING ROOM | |||||||
| 30 HARRISON AVE | BRANFORD | CT | 06405 | PC | TO PROVIDE FOOD FOR LOW-INCOME RESIDENTS, WORKING POOR, UNEMPLOYED INDIVIDUALS, ELDERLY AND CHRONICALLY ILL RESIDENTS | $3,000 | |
| CONCEPTS FOR ADAPTIVE LEARNING | |||||||
| PO BOX 8265 | NEW HAVEN | CT | 06530 | PC | TO SUPPORT THE TECHNOLOGY CASCADE & TRAINING PROGRAM IN NEW HAVEN | $4,800 | |
| CONNECTICUT ASSOCIATION FOR HUMAN SERVICES | |||||||
| 237 HAMILTON STREET SUITE 208 | HARTFORD | CT | 06106 | PC | TO SUPPORT THE VOLUNTEER INCOME TAX ASSISTANCE PROGRAM. | $7,500 | |
| CONNECTICUT COALITION TO END HOMELESSNESS | |||||||
| 257 LAWRENCE STREET | HARTFORD | CT | 06106 | PC | TO FUND STATEWIDE POLICY ADVOCACY TO PRESERVE AND EXPAND RESOURCES TO PREVENT AND END HOMELESSNESS | $10,000 | |
| CONNECTICUT HOUSING COALITION | |||||||
| 30 JORDAN LANE | WETHERSFIELD | CT | 06109 | PC | TO TEST THE FEASIBILITY OF AN AFFORDABLE HOUSING INTERNSHIP PROGRAM | $5,000 | |
| CONNECTICUT INVENTION CONVENTION INC | |||||||
| PO BOX 230311 | HARTFORD | CT | 06123 | PC | TO SUPPORT EXPANSION OF THE CONNECTICUT INVENTION CONVENTION STEM LEARNING PROGRAM INTO TWO NEW SCHOOLS IN BRISTOL | $5,000 | |
| CONNECTICUT VOICES FOR CHILDREN | |||||||
| 33 WHITNEY AVENUE | NEW HAVEN | CT | 06510 | PC | TO SUPPORT THE PUBLICATION OF "THE STATE OF WORKING CONNECTICUT" | $3,000 | |
| CONSOLIDATED SCHOOL DISTRICT OF NEW BRITAIN | |||||||
| 272 MAIN STREET | NEW BRITAIN | CT | 06051 | PC | TO SUPPORT THE SUMMER ENRICHMENT EXPERIENCE | $5,000 | |
| EARLY CHILDHOOD FUNDERS COLLABORATIVE | |||||||
| C/O CT COUNCIL FOR PHILANTHROPY | NEW LONDON | CT | 06320 | TO PARTNER WITH STATE GOVERNMENT TO CREATE AND SUSTAIN A COORDINATED SYSTEM OF CARE AND EDUCATION FOR YOUNG CHILDREN | $14,055 | ||
| EASTERN CONNECTICUT HOUSING OPPORTUNITIES | |||||||
| 228 STATE STREET | FRANKLIN | CT | 06254 | TO SUPPORT RENOVATION COSTS OF AN AFFORDABLE HOME AT 258 LEDYARD STREET IN NEW LONDON | $5,000 | ||
| EASTERN CT WORKFORCE INVESTMENT BOARD INC | |||||||
| 108 NEW PARK AVENUE | FRANKLIN | CT | 06254 | PC | TO SUPPORT THE SUMMER YOUTH EMPLOYMENT PROGRAM IN EASTERN CT | $7,500 | |
| FRESH NEW LONDON | |||||||
| PO BOX 285 120 BROAD STREET | NEW LONDON | CT | 06320 | PC | TO SUPPORT THE FRESH LEADERSHIP PROGRAM | $5,000 | |
| FARM TO FAMILY INC | |||||||
| 34 EAST MAIN ST | AVON | CT | 06001 | PC | TO EXPAND THE WEST HARTFORD WEEKEND BACKPACK PROGRAM FOR ELEMENTARY SCHOOL STUDENTS WHO ARE FOOD INSECURE | $2,500 | |
| 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 | |
| GEMMA E MORAN UNITED WAYLABOR FOOD CENTER | |||||||
| PO BOX 375 | GALES FERRY | CT | 06335 | TO PURCHASE PERISHABLE FOODS FOR HOUSEHOLDS THAT ARE FOOD INSECURE IN SOUTHEASTERN CONNECTICUT | $5,000 | ||
| GIRL SCOUTS OF CONNECTICUT INC | |||||||
| 340 WASHINGTON STREET | HARTFORD | CT | 06106 | PC | TO SUPPORT STEP UP TO STEM, A PROGRAM DESIGNED TO INVOLVE GIRLS IN STEM-RELATED ACTIVITIES | $2,500 | |
| HABITAT FOR HUMANITY OF GREATER NEW HAVEN | |||||||
| 37 UNION STREET | NEW HAVEN | CT | 06511 | PC | TO BE APPLIED TOWARDS A NEW CONSTRUCTION HOME AT 13 ROCK CREEK ROAD, NEW HAVEN | $5,000 | |
| 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 | |
| HORIZONS | |||||||
| PO BOX 323 | SOUTH WINDHAM | CT | 06266 | PC | TO SUPPORT THE EDUCATIONAL SUPPORT SERVICES (ESS) STIPENDS PROJECT | $2,500 | |
| 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 NEW LONDON MIDDLE SCHOOL STUDENTS | $2,500 | |
| IMAGINE NATION | |||||||
| ONE PLEASANT STREET | BRISTOL | CT | 06010 | PC | TO SUPPORT THE IMAGINE NATION STEAM PROGRAM FOR PRESCHOOL CHILDREN | $4,637 | |
| 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 NEW BRITAIN, NEW HAVEN, STORRS, AND WINDHAM | $7,500 | |
| LIBERTY BANK DONALD B WILBUR SCHOLARSHIP | |||||||
| LIBERTY BANK FOUNDATION PO BOX 1212 | MIDDLETOWN | CT | 06457 | 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 PO BOX 1212 | MIDDLETOWN | CT | 06457 | 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 PO BOX 1212 | MIDDLETOWN | CT | 06457 | 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 PO BOX 1212 | MIDDLETOWN | CT | 06457 | 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 PO BOX 1212 | MIDDLETOWN | CT | 06457 | PC | TO MATCH FUNDS DONATED AT LIBERTY BANK BRANCHES TO PROVIDE THANKSGIVING DINNERS FOR NEEDY FAMILIES | $85,903 | |
| LIGHT HOUSE VOC-ED CENTER | |||||||
| 46 PLAZA CT | OLD MYSTIC | CT | 063720271 | PC | TO RETAIN A DEVELOPMENT CONSULTANT TO SUPPORT THE CREATION OF 10 UNITS OF AFFORDABLE HOUSING FOR INDIVIDUALS WITH AUTISM | $5,000 | |
| LISA INC | |||||||
| 200 EXECUTIVE BLVD SUITE 4C | SOUTHINGTON | CT | 06489 | PC | TO SUPPORT THE LIFE SKILLS PROGRAM | $2,500 | |
| LITERACY VOLUNTEERS OF GREATER NEW HAVEN | |||||||
| 4 SCIENCE PARK | NEW HAVEN | CT | 06511 | PC | TO SUPPORT FREE LITERACY CLASSES TO ADULT LEARNERS IN NEW HAVEN, MERIDEN, AND WALLINGFORD | $5,000 | |
| MARTIN HOUSE | |||||||
| 401 WEST THAMES STREET BLDG 700 | NORWICH | CT | 06360 | TO FUND THE ADULT EDUCATION/EMPLOYMENT SUPPORT PROGRAM | $3,000 | REAR WING | |
| MIDDLESEX COALITION FOR CHILDREN | |||||||
| 15 COLUMBUS AVENUE | MIDDLETOWN | CT | 06457 | PC | TO SUPPORT GENERAL OPERATING EXPENSES | $5,000 | |
| MIDDLESEX COMMUNITY COLLEGE FOUNDATION INC | |||||||
| COORDINATOR OF INSTITUTIONAL | MIDDLETOWN | CT | 06457 | TO PROVIDE SCHOLARSHIPS FOR LOW/MODERATE-INCOME STUDENTS WITH FINANCIAL NEED | $10,000 | ADVANCEMENT | |
| MIDDLESEX HABITAT FOR HUMANITY OF CT INC | |||||||
| 34 SHUNPIKE ROAD UNIT 24-26 | CROMWELL | CT | 06416 | PC | TO HIRE AN ADDITIONAL STAFF PERSON FOR THE HABITAT RESTORE | $20,000 | |
| MIDDLESEX HABITAT FOR HUMANITY OF CT INC | |||||||
| 34 SHUNPIKE ROAD UNIT 24-26 | CROMWELL | CT | 06416 | PC | TO SUPPORT THE RENOVATION OF A HOME AT 150 JULIA TERRACE, MIDDLETOWN. | $5,000 | |
| MIDDLESEX UNITED WAY | |||||||
| 100 RIVERVIEW CENTER | MIDDLETOWN | CT | 06457 | TO SUPPORT THE ANNUAL APPEAL | $48,500 | ||
| MUSIC HAVEN | |||||||
| PO BOX 207332 | NEW HAVEN | CT | 06511 | PC | TO SUPPORT THE ACADEMIC SUCCESS INITIATIVE | $5,000 | |
| NAUGATUCK ECONOMIC DEVELOPMENT CORPORATION | |||||||
| 270 CHURCH STREET | NAUGATUCK | CT | 06770 | PC | TO SUPPORT ECONOMIC DEVELOPMENT IN NAUGATUCK | $1,000 | |
| NAUGATUCK POLICE DEPARTMENT | |||||||
| 211 SPRING STREET | NAUGATUCK | CT | 06770 | PC | TO PURCHASE A SPECIALLY EQUIPPED PATROL BICYCLE | $1,200 | |
| 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 | |
| NEIGHBORHOOD HOUSING SERVICES OF NEW BRITAIN INC | |||||||
| 223 BROAD STREET | NEW BRITAIN | CT | 06053 | TO SUPPORT CREATION OF A FULL-TIME DEVELOPER/PROPERTY MANAGER POSITION | $10,000 | ||
| NEIGHBORHOOD HOUSING SERVICES OF NEW HAVEN | |||||||
| 333 SHERMAN AVE | NEW HAVEN | CT | 06511 | TO SUPPORT THE REHABILITATION OF 10 AFFORDABLE SINGLE-FAMILY AND MULTI-FAMILY HOMES IN NEW HAVEN | $5,000 | ||
| NEW BRITAIN YOUTH THEATER | |||||||
| PO BOX 306 | NEW BRITAIN | CT | 06050 | TO SUPPORT THE ON STAGE! YOUTH THEATER PROGRAM | $2,500 | ||
| NEW ENGLAND SCIENCE AND SAILING FOUNDATION | |||||||
| PO BOX 733 | STONINGTON | CT | 06378 | TO SUPPORT THE NESS OCEAN EXPERIENCE EXPERIENTIAL LEARNING PROGRAM | $3,000 | ||
| NEW HAVEN ECOLOGY PROJECT | |||||||
| 358 SPRINGSIDE AVENUE | NEW HAVEN | CT | 06511 | TO SUPPORT THE GREEN JOBS CORPS YOUTH EMPLOYMENT PROGRAM | $5,000 | ||
| NEW LONDON YOUTH AFFAIRS | |||||||
| 120 BROAD STREET | NEW LONDON | CT | 06320 | TO SUPPORT THE EARLY CHILDHOOD FAMILY CENTER | $5,000 | ||
| NUTMEG BIG BROTHERSSISTERS | |||||||
| 30 LAUREL STREET | HARTFORD | CT | 06106 | TO SUPPORT THE SITE-BASED MENTORING PROGRAMS AT FIVE SCHOOLS IN WINDHAM | $4,000 | ||
| ODDFELLOWS PLAYHOUSE | |||||||
| 128 WASHINGTON STREET | MIDDLETOWN | CT | 06457 | TO EXPAND PARTICIPATION IN AFTER-SCHOOL AND EVENING PERFORMING ARTS PROGRAMS BY LOW-INCOME AND MINORITY MIDDLETOWN YOUTH | $4,000 | ||
| OUR PIECE OF THE PIE | |||||||
| 20-28 SARGEANT STREET | HARTFORD | CT | 06105 | TO SUPPORT COMMUNITY-BASED YOUTH DEVELOPMENT PROGRAMMING IN EASTERN CT | $5,000 | ||
| PRO BONO PARTNERSHIP INC | |||||||
| 237 MAMARONECK AVENUE SUITE 300 | WHITE PLAINS | NY | 10605 | TO PROVIDE EDUCATIONAL SERVICES AND EXPERT LEGAL ASSISTANCE TO QUALIFYING NONPROFITS IN LIBERTY BANK'S SERVICE AREA | $5,000 | ||
| PRUDENCE CRANDALL CENTER | |||||||
| PO BOX 895 | NEW BRITAIN | CT | 06050 | TO SUPPORT THE PERMANENT SUPPORTIVE HOUSING PROGRAM | $3,000 | ||
| QUINEBAUG VALLEY COMMUNITY COLLEGE FOUNDATION | |||||||
| 742 UPPER MAPLE STREET | DANIELSON | CT | 06239 | TO PROVIDE SCHOLARSHIPS FOR LOW/MODERATE-INCOME STUDENTS WITH FINANCIAL NEED | $6,000 | ||
| REACH OUT AND READ INC | |||||||
| 89 SOUTH STREET SUITE 201 | BOSTON | MA | 02111 | TO SUPPORT EARLY LITERACY PROGRAMMING IN BRISTOL, MANSFIELD AND WINDHAM | $7,500 | ||
| RIVERFRONT CHILDREN'S CENTER INC | |||||||
| 476 THAMES STREET | GROTON | CT | 06340 | TO SUPPORT EARLY CHILDHOOD EDUCATIONAL PROGRAMMING AT THE CENTER | $5,000 | ||
| SAFE FUTURES | |||||||
| 16 JAY ST | NEW LONDON | CT | 06320 | TO SUPPORT THE PHOENIX HOUSE TRANSITIONAL LIVING PROGRAM | $3,000 | ||
| SHORELINE SOUP KITCHENS & PANTRIES | |||||||
| PO BOX 804 | ESSEX | CT | 064260804 | TO FUND THE PANTRY FOOD DISTRIBUTION PROGRAM | $5,000 | ||
| SOLAR YOUTH | |||||||
| 53 WAYFARER STREET | NEW HAVEN | CT | 06515 | TO SUPPORT THE YOUTH EDUCATOR INTERNSHIP PROGRAM, WHICH TRAINS LOW-INCOME TEENAGERS TO PROVIDE HANDS-ON ENVIRONMENTAL EDUCATION TO YOUNGER CHILDREN | $5,000 | ||
| ST MARTIN DE PORRES ACADEMY | |||||||
| 208 COLUMBUS AVE | NEW HAVEN | CT | 06519 | TO SUPPORT THE GRADUATE SUPPORT PROGRAM | $5,000 | ||
| ST VINCENT DE PAUL PLACE - NORWICH | |||||||
| 120 CLIFF STREET | NORWICH | CT | 06360 | TO SUPPORT GENERAL OPERATIONS | $5,000 | ||
| THAMES RIVER COMMUNITY SERVICE INC | |||||||
| ONE THAMES RIVER PLACE | NORWICH | CT | 06360 | TO SUPPORT THE EMPLOYMENT AND PERMANENT HOUSING PROGRAMS | $5,000 | ||
| THAMES VALLEY COUNCIL FOR COMMUNITY ACTION INC | |||||||
| ONE SYLVANDALE ROAD | JEWETT CITY | CT | 06351 | TO SUPPORT THE HOMELESSNESS PREVENTION AND DIVERSION FINANCIAL ASSISTANCE POOL | $5,000 | ||
| THE BRIDGE FAMILY CENTER | |||||||
| 1022 FARMINGTON AVENUE | WEST HARTFORD | CT | 061072105 | TO SUPPORT THE PARENT LEADERSHIP TRAINING INSTITUTE (PLTI) PROGRAM IN WEST HARTFORD | $5,000 | ||
| THE CONNECTICUT STORYTELLING CENTER INC | |||||||
| 270 MOHEGAN AVENUE CAMPUS BOX 5295 | NEW LONDON | CT | 06320 | TO SUPPORT THE LITTLEST LISTENERS PROGRAM FOR PRESCHOOL STUDENTS AT BISHOP ELEMENTARY SCHOOL IN NORWICH | $3,000 | ||
| THE CONNECTION INC | |||||||
| 100 ROSCOMMON DRIVE SUITE 203 | MIDDLETOWN | CT | 06457 | TO SUPPLY FOOD FOR SHELTER RESIDENTS, AND PURCHASE A COMPUTER FOR STAFF | $5,000 | ||
| THREE RIVERS COLLEGE FOUNDATION | |||||||
| 574 NEW LONDON TURNPIKE | NORWICH | CT | 063605063 | TO PROVIDE SCHOLARSHIPS FOR LOW/MODERATE-INCOME STUDENTS WITH FINANCIAL NEED | $8,000 | ||
| TUNXIS COMMUNITY COLLEGE | |||||||
| DIRECTOR OF INSTITUTIONAL ADVANCEME | FARMINGTON | CT | 06032 | TO PROVIDE SCHOLARSHIPS FOR LOW/MODERATE-INCOME STUDENTS WITH FINANCIAL NEED | $6,000 | T | |
| UNITED WAY OF CENTRAL AND NORTHEASTERN CT | |||||||
| 30 LAUREL STREET | HARTFORD | CT | 061061374 | TO SUPPORT THE 2016-17 ANNUAL APPEAL | $9,000 | ||
| UNITED WAY OF GREATER NEW HAVEN | |||||||
| 370 JAMES STREET 4TH FLOOR SUITE | NEW HAVEN | CT | 06510 | TO SUPPORT THE ANNUAL APPEAL | $4,500 | 403 | |
| UNITED WAY OF GREATER NEW HAVEN | |||||||
| 370 JAMES STREET 4TH FLOOR SUITE | NEW HAVEN | CT | 06510 | TO PROVIDE NONPROFIT STAFF IN THE GREATER NEW HAVEN AREA WITH TRAINING IN THE DELIVERY OF FINANCIAL EDUCATION TO THEIR CLIENTS | $5,000 | 403 | |
| UNITED WAY OF GREATER WATERBURY | |||||||
| 100 NORTH ELM STREET | WATERBURY | CT | 06702 | TO SUPPORT THE ANNUAL APPEAL | $5,000 | ||
| UNITED WAY OF GREATER WATERBURY | |||||||
| 100 NORTH ELM STREET | WATERBURY | CT | 06702 | TO SUPPORT THE ANNUAL APPEAL | $1,500 | ||
| UNITED WAY OF MERIDEN AND WALLINGFORD | |||||||
| 35 PLEASANT STREET | MERIDEN | CT | 06450 | TO SUPPORT THE ANNUAL APPEAL | $4,000 | ||
| UNITED WAY OF NAUGATUCK AND BEACON FALLS | |||||||
| 284 CHURCH STREET | NAUGATUCK | CT | 06770 | TO SUPPORT THE ANNUAL APPEAL | $2,000 | ||
| UNITED WAY OF NAUGATUCK AND BEACON FALLS | |||||||
| 284 CHURCH STREET | NAUGATUCK | CT | 06770 | TO SUPPORT THE ANNUAL APPEAL (SUPPLEMENTAL) | $8,000 | ||
| UNITED WAY OF NAUGATUCK AND BEACON FALLS | |||||||
| 284 CHURCH STREET | NAUGATUCK | CT | 06770 | TO SPONSOR THE KEVIN M. DELGOBBO SCHOLARSHIP FUNDRAISER | $250 | ||
| UNITED WAY OF SOUTHEASTERN CT | |||||||
| 283 STODDARDS WHARF ROAD | GALES FERRY | CT | 06335 | TO SUPPORT THE ANNUAL APPEAL | $16,000 | ||
| UNITED WAY OF SOUTHINGTON | |||||||
| 21 LIBERTY ST SUITE 210 | SOUTHINGTON | CT | 06489 | TO SUPPORT THE ANNUAL APPEAL | $500 | ||
| UNITED WAY OF WEST CENTRAL CONNECTICUT | |||||||
| 440 NORTH MAIN STREET SUITE D | BRISTOL | CT | 06010 | TO SUPPORT THE ANNUAL APPEAL | $1,000 | ||
| VALLEY UNITED WAY | |||||||
| 54 GROVE STREET SUITE 1 | SHELTON | CT | 06484 | TO SUPPORT THE ANNUAL CAMPAIGN | $2,000 | ||
| WALLINGFORD FAMILY YMCA | |||||||
| 81 SOUTH ELM STREET | WALLINGFORD | CT | 06492 | TO SUPPORT THE UPWARD BOUND PROGRAM | $5,000 | ||
| WATERBURY SYMPHONY ORCHESTRA | |||||||
| 110 BANK STREET | WATERBURY | CT | 06721 | TO PROVIDE SUPPORT BRAVO WATERBURY, AN AFTER-SCHOOL MUSIC, CULTURAL, AND CIVIC ENRICHMENT PROGRAM | $2,500 | ||
| WATERBURY YOUTH SERVICE SYSTEM INC | |||||||
| 83 PROSPECT STREET | WATERBURY | CT | 06702 | TO SUPPORT THE LINKING ACADEMICS TO LIFE PROGRAM | $5,000 | ||
| WILLARD M MCRAE COMMUNITY DIVERSITY AWARD | |||||||
| LIBERTY BANK FOUNDATION PO BOX 1212 | MIDDLETOWN | CT | 06457 | TO FUND AN AWARD FOR A COMMUNITY LEADER WHO HAS CHAMPIONED THE CAUSE OF DIVERSITY IN LIBERTY'S SERVICE AREA | $5,000 | ||
| WINDHAM REGIONAL COMMUNITY COUNCIL | |||||||
| 872 MAIN STREET | WILLIMANTIC | CT | 06226 | TO SUPPORT THE WINDHAM YOUTH CORE/GROW WINDHAM | $4,800 | ||
| WINDHAM REGIONAL COMMUNITY COUNCIL | |||||||
| 872 MAIN STREET | WILLIMANTIC | CT | 06226 | TO SUPPORT THE WINDHAM COMMUNITY ACADEMY PROGRAM, WHICH BUILDS YOUTH LEADERS | $20,000 | ||
| WINDHAM REGIONAL NO FREEZE HOSPITALITY CENTER INC | |||||||
| PO BOX 46 | WILLIMANTIC | CT | 06226 | TO EXPAND THE POSITION OF THE SHELTER MANAGER TO INCLUDE SYSTEM CHANGE WORK TO END YOUTH HOMELESSNESS | $5,000 | ||
| WINDHAM REGIONAL NO FREEZE HOSPITALITY CENTER INC | |||||||
| PO BOX 46 | WILLIMANTIC | CT | 06226 | TO SUPPORT A HOMELESS YOUTH IDENTIFICATION AND OUTREACH PROGRAM OPERATED BY YOUTH VOLUNTEERS | $20,000 | ||
| WORKING CITIES CHALLENGE | |||||||
| 221 MAIN STREET 3RD FLOOR | HARTFORD | CT | 06106 | TO SUPPORT THE WORKING CITIES CHALLENGE | $20,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $754,645 | 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 | $340,045 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $361,806 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $701,851 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $701,851 | 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 | $10,500 | Amt |
| Net Investment Income | $5,250 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $5,250 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | RAYMOND JAMES INVESTMENT PORTFOLIO | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $17,307,819 | BookValueAmt |
| EOYFMV | $17,307,819 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| MARKETING AND WEBSITE | $30,202 | $0 | $0 | $30,202 |
| PROGRAM EVENTS | $24,361 | $0 | $0 | $24,361 |
| OTHER | $34,457 | $0 | $0 | $34,457 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $1,963,705 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $117,532 | Amt |
| Net Investment Income | $117,532 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $11,096 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |