LIBERTY BANK FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- LIBERTY BANK FOUNDATION (EIN 06-1479957)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-10-16
- IRS object ID
- 201732899349100423
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-10-16T12:12:40-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 & HADLEY 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 | 2016-01-01 | 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 | 2017-09-11 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $15,786,045 | 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 | $2,019,352 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $277,355 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $277,355 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $99,792 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $12,674,511 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $99,792 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,396,499 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $377,147 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $192,526 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $22,600 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $169,926 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $112,635 | 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 | $112,635 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $11,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $5,750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $124,994 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $124,994 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,476 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $106,566 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $51,712 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $552,697 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $153,344 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $340,023 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $725,780 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $725,780 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,278,477 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $153,344 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,065,803 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,118,022 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $223,803 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $303,277 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,588,270 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,588,270 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $31,558 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $5,524 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $5,524 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $12,767,181 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $14,192,251 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $14,192,251 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $13,102,016 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,786,045 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,786,045 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $13,102,016 | UnrestrictedBOYAmt |
| Unrestricted EOY | $15,786,045 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,102,016 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,786,045 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,102,016 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,786,045 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,102,016 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,118,022 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,566,007 | OtherIncreasesAmt |
| Subtotal | $15,786,045 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $15,786,045 | 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 |
| Gross Sales Price | $12,674,511 | GrossSalesPriceAmt |
| Cost Or Other Basis | $12,574,719 | CostOrOtherBasisAmt |
| Gain Or Loss | $99,792 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $99,792 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $99,792 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,019,803 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $14,140,852 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.072118 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,066,545 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $12,323,777 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.086544 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,150,781 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $10,139,502 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.113495 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $834,549 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,328,959 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.089458 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $859,009 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $9,572,869 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.089734 | DistributionYr5Rt |
| Total Distribution | 0.451349 | TotalDistributionRt |
| Average Distribution | 0.090270 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $14,049,568 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,268,255 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,238 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,270,493 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,065,803 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,476 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,476 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,476 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $10,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $5,524 | OverpaymentAmt |
| Applied To ES Tax | $5,524 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | $3,200 | $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 |
| GERALYN JONES | ||||||||
| 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 | $169,076 | $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 | $13,860,054 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $397,943 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $5,524 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,263,521 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,263,521 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $213,953 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,049,568 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $702,478 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $702,478 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,476 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,476 | TotalTaxAmt |
| Distributable Before Adj | $698,002 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $698,002 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $698,002 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,065,803 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,065,803 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,065,803 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $698,002 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $390,078 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $384,189 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $660,432 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $485,613 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $321,202 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,241,514 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,065,803 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $698,002 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $367,801 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,609,315 | 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 | $390,078 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,219,237 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $384,189 | ExcessFromYear4Amt |
| Excess From Year3 | $660,432 | ExcessFromYear3Amt |
| Excess From Year2 | $485,613 | ExcessFromYear2Amt |
| Excess From Year1 | $321,202 | ExcessFromYear1Amt |
| Excess From Current Year | $367,801 | 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 (134 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 PROGRAM | $3,000 | |
| ADELBROOK | |||||||
| 60 HICKSVILLE ROAD | CROMWELL | CT | 06416 | PC | TO PAY WAGES FOR WORK STUDY TRAINING TO HIGH SCHOOL JUNIORS AND SENIORS WITH DEVELOPMENTAL DISABILITIES IN MIDDLESEX COUNTY | $5,000 | |
| AGENCY ON AGING OF SOUTH CENTRAL CT INC | |||||||
| ONE LONG WHARF DRIVE SUITE 1L | NEW HAVEN | CT | 06511 | PC | TO SUPPORT THE EXPERIENCE CORPS TUTORING AND MENTORING PROGRAM | $2,500 | |
| BH CARE | |||||||
| 435 EAST MAIN STREET | ANSONIA | CT | 06401 | PC | TO SPONSOR THE BOWL-2-BENEFIT FUNDRAISER FOR THE UMBRELLA CENTER FOR DOMESTIC VIOLENCE SERVICES | $500 | |
| 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 | |
| BOYS & GIRLS CLUB OF GREATER WATERBURY | |||||||
| 1037 EAST MAIN STREET | WATERBURY | CT | 06705 | PC | TO SUPPORT PROJECT LEARN | $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 | $5,000 | |
| BUSINESS INDUSTRY FOUNDATION OF MIDDLESEX COUNTY | |||||||
| 393 MAIN STREET | MIDDLETOWN | CT | 06457 | PC | TO SUPPORT THE HAL KAPLAN MIDDLETOWN MENTOR PROGRAM | $4,950 | |
| CAPITAL COMMUNITY COLLEGE | |||||||
| 950 MAIN STREET | HARTFORD | CT | 06103 | PC | TO PROVIDE SCHOLARSHIPS FOR LOW/MODERATE-INCOME STUDENTS WITH FINANCIAL NEED | $4,000 | |
| CATALYSTS POWERING EDUCATIONAL PERFORMANCE | |||||||
| 211 SOUTH MAIN STREET | MIDDLETOWN | CT | 06457 | PC | TO SUPPORT CPEP VENTURES IN NEW BRITAIN AND NEW HAVEN | $5,000 | |
| CATHOLIC CHARITIES DIOCESE OF NORWICH | |||||||
| 331 MAIN STREET | NORWICH | CT | 06360 | PC | TO SUPPORT THE EMERGENCY BASIC NEEDS FUND AND CASE MANAGEMENT SERVICES | $5,000 | |
| CHARTER OAK STATE COLLEGE FOUNDATION | |||||||
| 55 PAUL MANAFORT DRIVE | NEW BRITAIN | CT | 06053 | PC | TO SUPPORT THE WOMEN IN TRANSITION (WIT) PROGRAM | $5,000 | |
| CHILD AND FAMILY AGENCY OF SOUTHEASTERN CT INC | |||||||
| 255 HEMPSTEAD STREET | NEW LONDON | CT | 06320 | PC | TO SUPPORT EARLY CHILDHOOD EDUCATION FOR INFANTS, TODDLERS, AND PRESCHOOL-AGED CHILDREN IN NEW LONDON AND GROTON | $3,000 | |
| CHILDREN'S COMMUNITY SCHOOL | |||||||
| 31 WOLCOTT STREET | WATERBURY | CT | 06702 | PC | TO SUPPORT THE SUMMER BRIDGES PROGRAM | $3,000 | |
| CITY OF ANSONIA POLICE DEPARTMENT | |||||||
| 2 ELM STREET | ANSONIA | CT | 06401 | PC | TO SPONSOR LAW ENFORCEMENT APPRECIATION DAY | $500 | |
| CITY OF MERIDEN DEPARTMENT OF HEALTH AND HUMAN SERVICES | |||||||
| 165 MILLER STREET | MERIDEN | CT | 06450 | PC | TO SUPPORT SUMMER YOUTH EMPLOYMENT IN MERIDEN | $5,000 | |
| COALITION FOR NEW BRITAIN'S YOUTH | |||||||
| ONE COURT STREET SUITE 404 | NEW BRITAIN | CT | 06052 | PC | TO SUPPORT NEW BRITAIN'S CRADLE-TO-CAREER COMMUNITY PARTNERSHIP | $5,000 | |
| COLUMBUS HOUSE INC | |||||||
| PO BOX 7093 | NEW HAVEN | CT | 06519 | PC | TO SUPPORT THE MIDDLESEX FAMILY SHELTER & SERVICES PROGRAM | $2,500 | |
| 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 SOUP KITCHEN | |||||||
| 84 BROADWAY | NEW HAVEN | CT | 06511 | PC | TO PURCHASE FOOD | $5,000 | |
| CONCEPTS FOR ADAPTIVE LEARNING | |||||||
| PO BOX 8265 | NEW HAVEN | CT | 06530 | PC | TO DEVELOP A THREE-YEAR STRATEGIC PLAN FOR THE FUTURE AND VIABILITY OF THE CFAL ORGANIZATION | $4,500 | |
| CONNECTICUT COALITION TO END HOMELESSNESS | |||||||
| 257 LAWRENCE STREET | HARTFORD | CT | 06106 | PC | TO SUPPORT THE ANNUAL TRAINING INSTITUTE | $5,000 | |
| CONNECTICUT COLLEGE | |||||||
| 270 MOHEGAN AVENUE | NEW LONDON | CT | 06320 | PC | TO SUPPORT THE FAMILY LITERACY INITIATIVE | $3,000 | |
| CONNECTICUT FOOD BANK | |||||||
| PO BOX 8686 | NEW HAVEN | CT | 06531 | PC | TO SUPPORT THE MIDDLETOWN KIDS BACKPACK PROGRAM | $3,000 | |
| CONNECTICUT INVENTION CONVENTION INC | |||||||
| PO BOX 230311 | HARTFORD | CT | 06123 | PC | TO SUPPORT CIC PROGRAMMING IN NORWICH DURING THE 2016-2017 SCHOOL YEAR | $5,000 | |
| CONNECTICUT VETERANS LEGAL CENTER | |||||||
| 114 ORANGE AVENUE 2ND FLOOR | WEST HAVEN | CT | 06511 | PC | TO SUPPORT LEGAL SERVICES TO HELP VETERANS AVOID AND RECOVER FROM HOMELESSNESS | $5,000 | |
| CONNECTICUT WOMEN'S EDUCATION AND LEGAL FUND | |||||||
| 75 CHARTER OAK AVE | HARTFORD | CT | 06106 | PC | TO SUPPORT THE ANNUAL ONE WOMAN MAKES A DIFFERENCE DINNER | $1,200 | |
| CONSOLIDATED SCHOOL DISTRICT OF NEW BRITAIN | |||||||
| 272 MAIN STREET | NEW BRITAIN | CT | 06051 | PC | TO SUPPORT THE SUMMER ENRICHMENT EXPERIENCE | $5,000 | |
| COVENANT SOUP KITCHEN | |||||||
| 220 VALLEY STREET | WILLIMANTIC | CT | 06226 | PC | TO SUPPORT THE ON-SITE MEALS PROGRAM | $5,000 | |
| EARLY CHILDHOOD FUNDERS COLLABORATIVE | |||||||
| 221 MAIN STREET | 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 | |
| EASTERN AREA HEALTH EDUCATION CENTER | |||||||
| ONE SYLVANDALE ROAD | JEWETT CITY | CT | 06351 | PC | TO SUPPORT THE YOUTH HEALTH SERVICE CORPS PROGRAM | $5,000 | |
| EASTERN CONNECTICUT HOUSING OPPORTUNITIES | |||||||
| 228 STATE STREET SUITE 5 | NEW LONDON | CT | 06320 | PC | TO SUPPORT ADMINISTRATIVE COSTS OF THE NEW LONDON COUNTY DOWNPAYMENT PROGRAM FOR LOW-INCOME, FIRST-TIME HOMEBUYERS IN NEW LONDON COUNTY | $3,000 | |
| 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 | NEW LONDON | CT | 06320 | PC | TO SUPPORT THE FRESH YOUTH LEADERSHIP PROGRAM | $5,000 | |
| 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 | |
| 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 | |
| GREATER NEW BRITAIN TEEN PREGNANCY PREVENTION INC | |||||||
| 43 VIETS STREET | NEW BRITAIN | CT | 06053 | PC | TO SUPPORT THE EDUCATION COMPONENT AT THE PATHWAYS/SENDEROS CENTER | $2,500 | |
| GREATER WATERBURY INTERFAITH MINISTRIES INC | |||||||
| 770 EAST MAIN STREET | WATERBURY | CT | 06702 | PC | TO SUPPORT THE SOUP KITCHEN AND EMERGENCY FOOD PANTRY | $5,000 | |
| GREEN STREET TEACHING AND LEARNING CENTER | |||||||
| 51 GREEN STREET | MIDDLETOWN | CT | 06459 | PC | TO SUPPORT THE DISCOVERY AFTER-SCHOOL ARTS AND SCIENCE PROGRAM | $3,000 | |
| HABITAT FOR HUMANITY - WINDHAM AREA | |||||||
| PO BOX 214 | WILLIMANTIC | CT | 06226 | PC | TO SUPPORT THE CONSTRUCTION OF AN AFFORDABLE HOME AT 199 IVANHILL STREET IN WILLIMANTIC | $5,000 | |
| HABITAT FOR HUMANITY OF EASTERN CT | |||||||
| 377 BROAD STREET | NEW LONDON | CT | 06320 | PC | TO SUPPORT THE CONSTRUCTION OF AN AFFORDABLE HOME AT 7 KILLEEN ROAD IN MONTVILLE | $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 | |
| HOLY FAMILY HOME AND SHELTER | |||||||
| PO BOX 884 88 JACKSON STREET | WILLIMANTIC | CT | 06226 | PC | TO SUPPORT GENERAL OPERATING EXPENSES. | $3,000 | |
| HOPE PARTNERSHIP INC | |||||||
| 191 MAIN STREET | OLD SAYBROOK | CT | 06475 | PC | TO EXECUTE A SOCIAL MEDIA PLAN AIMED AT BUILDING FINANCIAL, VOLUNTEER, AND COMMUNITY SUPPORT FOR THE CREATION OF AFFORDABLE HOUSING | $3,000 | |
| HOUSING DEVELOPMENT FUND | |||||||
| 100 PROSPECT STREET | STAMFORD | CT | 06901 | PC | TO SUPPORT THE FIRST TIME HOMEBUYER PROGRAM | $3,000 | |
| IRIS | |||||||
| 235 NICOLL STREET SECOND FLOOR | NEW HAVEN | CT | 06511 | PC | TO SUPPORT THE SUMMER LEARNING PROGRAM FOR REFUGEE STUDENTS LIVING IN GREATER NEW HAVEN | $5,000 | |
| 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 | $10,000 | |
| KLINGBERG FAMILY CENTERS | |||||||
| 370 LINWOOD STREET | NEW BRITAIN | CT | 06052 | PC | TO SUPPORT A VOCATIONAL EDUCATION PROGRAM FOR SPECIAL NEEDS/AT-RISK STUDENTS ATTENDING RAYMOND HILL SCHOOL IN NEW BRITAIN | $5,000 | |
| LEAP INC | |||||||
| 31 JEFFERSON STREET | NEW HAVEN | CT | 06511 | PC | TO SUPPORT THE LEARNING TO CODE PROGRAM | $5,000 | |
| 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 FOUNDATION SCHOLARSHIPS | |||||||
| LIBERTY BANK FOUNDATION PO BOX 1212 | MIDDLETOWN | CT | 06457 | PC | TO PROVIDE SCHOLARSHIPS FOR LOW/MODERATE-INCOME STUDENTS WITH FINANCIAL NEED | $13,000 | |
| LIBERTY BANK VOLUNTEER HALL OF FAME AWARD | |||||||
| LIBERTY BANK FOUNDATION PO BOX 1212 | MIDDLETOWN | CT | 06457 | PC | 2015 VOLUNTEER HALL OF FAME DONATION - MARZENA BUKOWSKI | $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 | $58,330 | |
| LIBERTY COMMUNITY SERVICES | |||||||
| 129 CHURCH STREET SECOND FLOOR | NEW HAVEN | CT | 06510 | PC | TO SUPPORT THE SHELTER DIVERSION PROGRAM | $5,000 | SUITE 202 |
| LITERACY VOLUNTEERS OF GREATER WATERBURY | |||||||
| 267 GRAND STREET | WATERBURY | CT | 06702 | PC | TO RECRUIT AND TRAIN VOLUNTEERS WHO WILL TEACH LOCAL ADULTS ENGLISH, READING, AND WRITING | $3,500 | |
| LOCAL INITIATIVES SUPPORT CORPORATION | |||||||
| 75 CHARTER OAK AVENUE SUITE 2-250 | HARTFORD | CT | 06106 | PC | TO PROVIDE CAPACITY BUILDING SERVICES AND INVESTMENTS TO AFFORDABLE HOUSING DEVELOPERS THROUGHOUT LIBERTY BANK'S FOOTPRINT | $5,000 | |
| MADONNA PLACE | |||||||
| 240 MAIN STREET | NORWICH | CT | 06360 | PC | TO SUPPORT THE FAMILY SCHOOL CONNECTION PROGRAM | $3,000 | |
| MERCY HOUSING & SHELTER | |||||||
| 211 WETHERSFIELD AVENUE | HARTFORD | CT | 06114 | PC | TO SUPPORT THE MERCY SUPPORTIVE HOUSING SERVICES PROGRAM IN MIDDLESEX COUNTY | $5,000 | |
| MERIDEN-WALLINGFORD CHRYSALIS INC | |||||||
| 14 WEST MAIN STREET | MERIDEN | CT | 06451 | PC | TO REMEDIATE ASBESTOS, RADON, AND LEAD ISSUES IN THE DOMESTIC VIOLENCE SHELTER IN ORDER TO MEET STATE REQUIREMENTS | $5,000 | |
| MIDDLESEX COMMUNITY COLLEGE FOUNDATION INC | |||||||
| COORDINATOR OF INSTITUTIONAL | MIDDLETOWN | CT | 06457 | PC | TO PROVIDE SCHOLARSHIPS FOR LOW/MODERATE-INCOME STUDENTS WITH FINANCIAL NEED | $2,000 | ADVANCEMENT 100 TRAINING HILL ROAD |
| MIDDLESEX COUNTY COALITION ON HOUSING AND HOMELESSNESS | |||||||
| 100 RIVERVIEW CENTER SUITE 230 | MIDDLETOWN | CT | 06457 | PC | TO SUPPORT THE GEOGRAPHIC AND FINANCIAL EXPANSION OF THE COALITION | $5,000 | |
| MIDDLESEX UNITED WAY | |||||||
| 100 RIVERVIEW CENTER SUITE 230 | MIDDLETOWN | CT | 06457 | PC | TO SUPPORT THE ANNUAL CAMPAIGN | $49,500 | |
| MIDDLETOWN EMERGENCY WARMING CENTER | |||||||
| 100 RIVERVIEW CENTER SUITE 230 | MIDDLETOWN | CT | 06457 | PC | TO SUPPORT AN EMERGENCY WINTER WARMING CENTER FOR HOMELESS PEOPLE IN MIDDLETOWN | $3,000 | |
| MIDDLETOWN EVEN START FAMILY LITERACY PROGRAM | |||||||
| 398 MAIN STREET | MIDDLETOWN | CT | 06457 | PC | TO OFFSET COSTS ASSOCIATED WITH THE FAMILY LUNCH PROGRAM | $5,000 | |
| MIDDLETOWN PUBLIC SCHOOLS | |||||||
| 311 HUNTING HILL AVENUE | MIDDLETOWN | CT | 06457 | PC | TO SUPPORT THE 21ST CENTURY LEARNERS IN ACTION AFTER-SCHOOL PROGRAM | $5,000 | |
| MUSIC HAVEN | |||||||
| PO BOX 207332 | NEW HAVEN | CT | 06511 | PC | TO SUPPORT MUSIC 101 INTENSIVE PROGRAMMING FOR THIRD AND FOURTH GRADERS | $2,500 | |
| NAUGATUCK EDUCATION FOUNDATION INC | |||||||
| PO BOX 1717 | NAUGATUCK | CT | 06770 | PC | TO SUPPORT EDUCATIONAL PROGRAMS THAT BENEFIT STUDENTS IN THE NAUGATUCK PUBLIC SCHOOLS | $1,000 | |
| NAUGATUCK HIGH SCHOOL | |||||||
| 543 RUBBER AVENUE | NAUGATUCK | CT | 06770 | PC | TO UNDERWRITE THE COST OF SAT BOOTCAMP FOR JUNIORS AT NAUGATUCK HIGH SCHOOL WITH FINANCIAL NEED | $750 | |
| 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 | |
| NAUGATUCKBEACON FALLS CAMPERSHIP FUND INC | |||||||
| 363 MAIN STREET SOUTH | SOUTHBURY | CT | 06488 | PC | TO PROVIDE SUMMER CAMPING EXPERIENCES FOR YOUTH FROM NAUGATUCK AND BEACON FALLS WHOSE FAMILIES CANNOT AFFORD TO PAY FOR CAMP | $1,500 | |
| NEIGHBORHOOD HOUSING SERVICES OF NEW HAVEN | |||||||
| 333 SHERMAN AVE | NEW HAVEN | CT | 06511 | PC | TO SUPPORT PHASES II AND III OF THE AFFORDABLE RENTAL PROGRAM | $5,000 | |
| NEIGHBORHOOD HOUSING SERVICES OF WATERBURY | |||||||
| 161 NORTH MAIN STREET | WATERBURY | CT | 06702 | PC | TO SUPPORT THE ALMOST HOME PROGRAM | $2,500 | |
| NEIGHBORHOOD MUSIC SCHOOL | |||||||
| 100 AUDUBON STREET | NEW HAVEN | CT | 06510 | PC | TO SUPPORT THE AFTER-SCHOOL ARTS ACADEMY PROGRAM | $2,500 | |
| NEW ENGLAND SCIENCE AND SAILING FOUNDATION | |||||||
| PO BOX 733 | STONINGTON | CT | 06378 | PC | TO PROVIDE STEM EDUCATION ENRICHMENT TO MIDDLE SCHOOL YOUTH FROM THE NEW LONDON AREA THROUGH INTERACTION WITH THE ENVIRONMENT | $2,500 | |
| NEW HAVEN READS | |||||||
| 45 BRISTOL STREET | NEW HAVEN | CT | 06511 | PC | TO SUPPORT LITERACY PROGRAMMING FOR PRE-KINDERGARTEN AND KINDERGARTEN STUDENTS | $3,500 | |
| NEW LONDON COUNTY FUND TO END HOMELESSNESS | |||||||
| PO BOX 375 283 STODDARDS WHARF ROAD | GALES FERRY | CT | 06335 | PC | TO SUPPORT THE SHELTER DIVERSION AND RAPID RE-HOUSING PROGRAM IN SOUTHEASTERN CT | $5,000 | |
| NEW LONDON HOMELESS HOSPITALITY CENTER | |||||||
| 325 HUNTINGTON STREET | NEW LONDON | CT | 06320 | PC | TO SUPPORT GENERAL OPERATING EXPENSES OF THE SHELTER AND DAYTIME HOSPITALITY CENTER | $5,000 | |
| NEW LONDON PLTI COLLABORATIVE | |||||||
| 120 BROAD STREET | NEW LONDON | CT | 06320 | PC | TO SUPPORT PEP PROGRAMMING IN NEW LONDON | $3,000 | |
| NEW LONDON YOUTH AFFAIRS | |||||||
| 120 BROAD STREET | NEW LONDON | CT | 06320 | PC | TO SUPPORT THE EARLY CHILDHOOD FAMILY CENTER | $2,500 | |
| NEW REACH | |||||||
| 153 EAST STREET | NEW HAVEN | CT | 06511 | PC | TO SUPPORT THE LIFE HAVEN EMERGENCY SHELTER FOR WOMEN AND CHILDREN | $3,000 | |
| NORTH END ACTION TEAM | |||||||
| 654 MAIN STREET | MIDDLETOWN | CT | 06457 | PC | TO SUPPORT GENERAL OPERATING EXPENSES | $5,000 | |
| NORWICH COMMUNITY CARE TEAM | |||||||
| 80 BROADWAY | NORWICH | CT | 06360 | PC | TO SUPPORT THE RAPID RE-HOUSING AND SHELTER DIVERSION PROGRAM | $3,500 | |
| NORWICH SAFETY NET TEAM | |||||||
| 80 BROADWAY | NORWICH | CT | 06360 | PC | TO SUPPORT THE GOLDEN WISHES PROGRAM AND THE JOB RELATED INCIDENTALS FUND | $2,500 | |
| NUTMEG BIG BROTHERSSISTERS | |||||||
| 30 LAUREL STREET SUITE 3 | HARTFORD | CT | 061061377 | PC | TO SUPPORT SITE-BASED MENTORING PROGRAMS AT ELEMENTARY AND MIDDLE SCHOOLS IN THE TOWN OF WINDHAM. | $2,500 | |
| ODDFELLOWS PLAYHOUSE | |||||||
| 128 WASHINGTON STREET | MIDDLETOWN | CT | 06457 | PC | TO SUPPORT THEATER EXPLORERS, A THEATRE-BASED AFTER-SCHOOL PROGRAM | $4,800 | |
| PARTNERSHIP FOR STRONG COMMUNITIES | |||||||
| 227 LAWRENCE STREET | HARTFORD | CT | 06106 | PC | TO SUPPORT IFORUM AND ANNUAL REACHING HOME DINNER | $5,750 | |
| PLAINVILLE COMMUNITY FOOD PANTRY INC | |||||||
| 54 SOUTH CANAL STREET PO BOX 233 | PLAINVILLE | CT | 06062 | PC | TO SUPPORT THE PROVISION OF BASIC HUMAN NEEDS | $3,000 | |
| PRUDENCE CRANDALL CENTER | |||||||
| PO BOX 895 | NEW BRITAIN | CT | 06050 | PC | TO SUPPORT THE PERMANENT SUPPORTIVE HOUSING PROGRAM | $3,000 | |
| 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 | |
| REBUILDING TOGETHER NEW BRITAIN | |||||||
| 200 MYRTLE STREET | NEW BRITAIN | CT | 06053 | PC | TO SUPPORT HOME REPAIR AND REHABILITATION SERVICES FOR LOW-INCOME HOMEOWNERS IN NEW BRITAIN | $2,500 | |
| RIVERFRONT CHILDREN'S CENTER INC | |||||||
| 476 THAMES STREET | GROTON | CT | 06340 | PC | TO SUPPORT PRESCHOOL INSTRUCTIONAL PROGRAMMING | $5,000 | |
| SACRED HEART EDUCATIONAL CENTER | |||||||
| 54 WEST MAIN STREET PO BOX 691 | BALTIC | CT | 06330 | PC | TO SUPPORT THE SUMMER AND SCHOOL-YEAR TUTORING PROGRAM | $2,000 | |
| SOLAR YOUTH | |||||||
| 53 WAYFARER STREET | NEW HAVEN | CT | 06515 | PC | TO SUPPORT THE YOUTH EDUCATOR INTERNSHIP PROGRAM, WHICH TRAINS LOW-INCOME TEENAGERS TO PROVIDE HANDS-ON ENVIRONMENTAL EDUCATION TO YOUNGER CHILDREN | $5,000 | |
| SPANISH COMMUNITY OF WALLINGFORD | |||||||
| 284 WASHINGTON STREET | WALLINGFORD | CT | 06492 | PC | TO SUPPORT THE ADELANTE AMERICA YOUTH LEADERSHIP PROGRAM | $5,000 | |
| SQUASH HAVEN INC | |||||||
| 70 TOWER PARKWAY | NEW HAVEN | CT | 06520 | PC | TO SUPPORT THE AFTERSCHOOL ACADEMIC AND ENRICHMENT PROGRAM FOR MIDDLE SCHOOL STUDENTS | $5,000 | |
| ST MARTIN DE PORRES ACADEMY | |||||||
| 208 COLUMBUS AVE | NEW HAVEN | CT | 06519 | PC | TO SUPPORT THE GRADUATE SUPPORT PROGRAM | $2,500 | |
| ST VINCENT DE PAUL PLACE - NORWICH | |||||||
| 120 CLIFF STREET | NORWICH | CT | 06360 | PC | TO SUPPORT GENERAL OPERATING EXPENSES | $5,000 | |
| ST VINCENT DEPAUL MIDDLETOWN | |||||||
| PO BOX 398 617 MAIN STREET | MIDDLETOWN | CT | 064570398 | PC | TO SUPPORT THE MEALS AND COMMUNITY ASSISTANCE PROGRAMS | $6,000 | |
| THE ARC OF NEW LONDON COUNTY | |||||||
| 125 SACHEM STREET | NORWICH | CT | 06360 | PC | TO SUPPORT THE ARC SPARCS (STUDENT PEER ADVOCATES RAISING COMMUNITY SUPPORT) PROGRAM | $2,500 | |
| THE BRIDGE FAMILY CENTER | |||||||
| 1022 FARMINGTON AVENUE | WEST HARTFORD | CT | 061072105 | PC | TO SUPPORT THE PARENT LEADERSHIP TRAINING INSTITUTE (PLTI) PROGRAM IN WEST HARTFORD | $3,500 | |
| THE COMMUNITY FOUNDATION OF GREATER NEW BRITAIN | |||||||
| 74A VINE STREET | NEW BRITAIN | CT | 06052 | PC | TO SUPPORT COALITION FOR NEW BRITAIN'S YOUTH | $5,000 | |
| THE COMMUNITY FOUNDATION OF MIDDLESEX COUNTY | |||||||
| 49 S MAIN STREET | MIDDLETOWN | CT | 06457 | PC | TO SUPPORT ANNUAL GRANTEE RECEPTION | $1,000 | |
| THE CONNECTION INC | |||||||
| 100 ROSCOMMON DRIVE SUITE 203 | MIDDLETOWN | CT | 06457 | PC | TO SUPPORT THE EDDY SHELTER | $3,000 | |
| THE NAUGATUCK ANCIENT ORDER OF HIBERNIANS | |||||||
| 100 WATER STREET | NAUGATUCK | CT | 06770 | PC | TO PROVIDE MEALS ON WEDNESDAYS AT THE NAUGATUCK SENIOR CENTER | $250 | |
| THREE RIVERS COLLEGE FOUNDATION | |||||||
| 574 NEW LONDON TURNPIKE | NORWICH | CT | 063605063 | PC | TO PROVIDE SCHOLARSHIPS FOR LOW/MODERATE-INCOME STUDENTS WITH FINANCIAL NEED | $10,500 | |
| TUNXIS COMMUNITY COLLEGE | |||||||
| 271 SCOTT SWAMP ROAD | FARMINGTON | CT | 06032 | PC | TO PROVIDE SCHOLARSHIPS FOR LOW/MODERATE-INCOME STUDENTS WITH FINANCIAL NEED | $6,000 | |
| UNITED WAY OF CENTRAL AND NORTHEASTERN CT | |||||||
| 30 LAUREL STREET | HARTFORD | CT | 061061374 | PC | TO SUPPORT THE ANNUAL CAMPAIGN | $8,500 | |
| UNITED WAY OF GREATER NEW HAVEN | |||||||
| 370 JAMES STREET 4TH FLOOR SUITE | NEW HAVEN | CT | 06510 | PC | TO SUPPORT THE ANNUAL CAMPAIGN | $4,500 | 403 |
| UNITED WAY OF GREATER WATERBURY | |||||||
| 100 NORTH ELM STREET 2ND FLOOR | WATERBURY | CT | 06702 | PC | TO SUPPORT THE ANNUAL CAMPAIGN | $500 | |
| UNITED WAY OF GREATER WATERBURY | |||||||
| 100 NORTH ELM STREET 2ND FLOOR | WATERBURY | CT | 06702 | PC | TO SUPPORT THE FLEXIBLE ASSISTANCE FUND TO PREVENT HOMELESSNESS | $3,000 | |
| UNITED WAY OF MERIDEN AND WALLINGFORD | |||||||
| 35 PLEASANT STREET | MERIDEN | CT | 06450 | PC | TO SUPPORT THE ANNUAL CAMPAIGN | $4,000 | |
| UNITED WAY OF NAUGATUCK AND BEACON FALLS | |||||||
| 284 CHURCH STREET PO BOX 209 | NAUGATUCK | CT | 06770 | PC | TO SUPPORT THE ANNUAL CAMPAIGN (SUPPLEMENTAL) | $13,000 | |
| UNITED WAY OF NAUGATUCK AND BEACON FALLS | |||||||
| 284 CHURCH STREET PO BOX 209 | NAUGATUCK | CT | 06770 | PC | TO SUPPORT THE ANNUAL CAMPAIGN | $2,000 | |
| UNITED WAY OF SOUTHEASTERN CT | |||||||
| 283 STODDARDS WHARF ROAD PO BOX 375 | GALES FERRY | CT | 06335 | PC | TO SUPPORT THE ANNUAL CAMPAIGN | $15,000 | |
| UNITED WAY OF SOUTHINGTON | |||||||
| 37 WEST CENTER STREET SUITE 201 | SOUTHINGTON | CT | 06489 | PC | TO SUPPORT THE ANNUAL CAMPAIGN | $500 | |
| UNITED WAY OF WEST CENTRAL CONNECTICUT | |||||||
| 200 MAIN STREET | BRISTOL | CT | 06010 | PC | TO SUPPORT THE ANNUAL CAMPAIGN | $1,000 | |
| VALLEY UNITED WAY | |||||||
| 54 GROVE STREET | SHELTON | CT | 06484 | PC | TO SUPPORT THE ANNUAL CAMPAIGN | $1,500 | |
| WATERBURY HOSPITAL | |||||||
| 140 GRANDVIEW AVENUE | WATERBURY | CT | 06708 | PC | TO SUPPORT THE SUMMER BRIDGE PROGRAM | $4,000 | |
| WATERBURY SYMPHONY ORCHESTRA | |||||||
| 110 BANK STREET | WATERBURY | CT | 06721 | PC | TO PROVIDE SUPPORT FOR AN AFTER-SCHOOL MUSIC, CULTURAL, AND CIVIC ENRICHMENT PROGRAM FOR LOW-INCOME WATERBURY CHILDREN | $2,500 | |
| WATERBURY YOUTH SERVICE SYSTEM INC | |||||||
| 83 PROSPECT STREET | WATERBURY | CT | 06702 | PC | TO SUPPORT THE LINKING ACADEMICS TO LIFE PROGRAM | $2,500 | |
| WETHERSFIELD EARLY CHILDHOOD COLLABORATIVE | |||||||
| 505 SILAS DEANE HIGHWAY | WETHERSFIELD | CT | 06109 | PC | TO SUPPORT PEP PROGRAMMING IN WETHERSFIELD | $5,000 | |
| WILLARD M MCRAE COMMUNITY DIVERSITY AWARD | |||||||
| LIBERTY BANK FOUNDATION PO BOX 1212 | MIDDLETOWN | CT | 06457 | PC | TO FUND AN AWARD FOR A COMMUNITY LEADER WHO HAS CHAMPIONED THE CAUSE OF DIVERSITY IN LIBERTY'S SERVICE AREA | $5,000 | |
| WINDHAM AREA INTERFAITH MINISTRY | |||||||
| PO BOX 221 | WILLIMANTIC | CT | 06226 | PC | TO SUPPORT THE UNMET NEEDS FUND | $3,500 | |
| WINDHAM COUNTY HOMELESS COALITIONCONTINUUM OF CARE | |||||||
| PO BOX 221 | WILLIMANTIC | CT | 06226 | PC | TO SUPPORT THE WINDHAM HOMELESS INTERVENTION FUND | $3,000 | |
| WINDHAM REGIONAL COMMUNITY COUNCIL | |||||||
| 872 MAIN STREET | WILLIMANTIC | CT | 06226 | PC | TO SUPPORT THE WINDHAM YOUTH CORE/GROW WINDHAM | $2,500 | |
| WINDHAM REGIONAL NO FREEZE HOSPITALITY CENTER INC | |||||||
| PO BOX 46 | WILLIMANTIC | CT | 06226 | PC | TO SUPPORT GENERAL OPERATING EXPENSES OF THE SHELTER | $3,500 | |
| WOLCOTT FOOD PANTRY | |||||||
| 358 WOODTICK ROAD | WOLCOTT | CT | 06716 | PC | TO PURCHASE FOOD ITEMS FOR THE FOOD PANTRY AND CLIENTS. | $750 | |
| 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 | |
| WORKING CITIES CHALLENGE | |||||||
| 221 MAIN STREET 3RD FLOOR | HARTFORD | CT | 06106 | PC | TO SUPPORT THE WORKING CITIES CHALLENGE | $20,000 | |
| YALE PEABODY MUSEUM OF NATURAL HISTORY | |||||||
| PO BOX 208118 | NEW HAVEN | CT | 06520 | PC | TO SUPPORT EVOLUTIONS, A SCIENCE AND COLLEGE FOCUSED AFTERSCHOOL PROGRAM | $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 FROM NEW BRITAIN | $3,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $725,780 | 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 | $277,355 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $99,792 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $377,147 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $377,147 | 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 | $11,500 | Amt |
| Net Investment Income | $5,750 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $5,750 | 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 | $14,192,251 | BookValueAmt |
| EOYFMV | $14,192,251 | 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 | $33,297 | $0 | $0 | $33,297 |
| PROGRAM EVENTS | $18,415 | $0 | $0 | $18,415 |
| OTHER | $54,854 | $0 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN ON INVESTMENTS | $459,174 |
| EXCESS OF NVSL FOUNDATION ASSETS OVER LIABILITIES | $1,106,833 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $124,994 | Amt |
| Net Investment Income | $124,994 | 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 | $4,476 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |