AMERICAN SAVINGS FOUNDATION INC: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization: AMERICAN SAVINGS FOUNDATION INC (EIN 30-0308972)
Tax period: 2016-01-01 to 2016-12-31
Filed: 2017-06-27
IRS object ID: 201711789349100001
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
Depreciation Schedule
General Explanation Attachment
Investments Other Schedule2
Land Etc Schedule2
Legal Fees Schedule
Other Assets Schedule
Other Expenses Schedule
Other Increases Schedule
Other Liabilities Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2017-06-27T08:04:31-05:00	ReturnTs
Tax Period End	2016-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	221478099	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	COHNREZNICK LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	350 CHURCH STREET 12TH 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	300308972	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	American Savings Foundation Inc	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	AMER	BusinessNameControlTxt
Phone	8608272556	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	185 main street	AddressLine1Txt
City	New Britain	CityNm
State Abbreviation	CT	StateAbbreviationCd
ZIP	06051	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	president	PersonNm
Person Title	president & ceo	PersonTitleTxt
Phone	8608272556	PhoneNum
Signature	2017-06-16	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	PATRICIA MCGOWAN	PreparerPersonNm
PTIN	P00184514	PTIN
Phone	9592007000	PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	209.3.217.20	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2017-06-16	IPDt
IP Tm	10:49:35	IPTm
IP Timezone	ED	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	DA39A3EE5E6B4B0D3255BFEF95601890AFD80709	AtSubmissionCreationDeviceId
At Submission Filing Device Id	8BC3D3574AB0CFBA84D08761C2C1F256112FF70E	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2016	TaxYr
Build TS	2021-01-29 14:40:06Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$78,233,865	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$0	ContriRcvdRevAndExpnssAmt
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss	$7,334	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$7,334	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$1,443,110	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$1,443,110	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$89,512	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$3,430,669	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$89,512	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$1,539,956	TotalRevAndExpnssAmt
Total Net Invst Incm	$1,539,956	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$175,000	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$59,500	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$115,500	CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss	$301,601	OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm	$22,871	OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl	$278,820	OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss	$51,582	PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm	$9,575	PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl	$42,007	PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss	$18,451	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$7,663	LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl	$10,788	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$70,612	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$24,008	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$46,604	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$7,815	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$0	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$7,815	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$43,965	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$5,002	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$28,963	TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss	$9,724	DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm	$0	DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss	$30,302	OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm	$5,151	OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl	$25,151	OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss	$11,418	TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm	$4,940	TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl	$6,478	TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss	$2,740	PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm	$452	PrintingAndPubNetInvstIncmAmt
Printing And Pub Dsbrs Chrtbl	$2,288	PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss	$205,564	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$97,657	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$107,910	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$928,774	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$236,819	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$672,324	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$3,390,393	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$3,390,393	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$4,319,167	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$236,819	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$4,062,717	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$2,779,211	ExcessRevenueOverExpensesAmt
Net Investment Income	$1,303,137	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$77,066	CashBOYAmt
Cash EOY	$129,332	CashEOYAmt
Cash EOYFMV	$129,332	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$2,526,572	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$2,547,635	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$2,547,635	SavAndTempCashInvstEOYFMVAmt
Other Investments BOY	$75,977,111	OtherInvestmentsBOYAmt
Other Investments EOY	$75,457,686	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$75,457,686	OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss	$211,423	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$184,173	LandBldgEquipAccumDeprecAmt
Land BOY	$22,653	LandBOYAmt
Land EOY	$27,250	LandEOYAmt
Land EOYFMV	$0	LandEOYFMVAmt
Other Assets BOY	$699,247	OtherAssetsBOYAmt
Other Assets EOY	$99,212	OtherAssetsEOYAmt
Other Assets EOYFMV	$99,212	OtherAssetsEOYFMVAmt
Total Assets BOY	$79,302,649	TotalAssetsBOYAmt
Total Assets EOY	$78,261,115	TotalAssetsEOYAmt
Total Assets EOYFMV	$78,233,865	TotalAssetsEOYFMVAmt
Other Liabilities BOY	$699,247	OtherLiabilitiesBOYAmt
Other Liabilities EOY	$99,212	OtherLiabilitiesEOYAmt
Total Liabilities BOY	$699,247	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$99,212	TotalLiabilitiesEOYAmt
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind
Unrestricted BOY	$78,603,402	UnrestrictedBOYAmt
Unrestricted EOY	$78,161,903	UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY	$78,603,402	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$78,161,903	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$79,302,649	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$78,261,115	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$78,603,402	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$2,779,211	ExcessRevenueOverExpensesAmt
Other Increases	$2,337,712	OtherIncreasesAmt
Subtotal	$78,161,903	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$78,161,903	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (82 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
COMMONFUND INST MULTI-STRATEGY EQUITY FUND	P	2007-01-31	2016-01-29	$4,516	$3,271	$1,245	$1,245
COMMONFUND MULTI-STRATEGY BOND INVESTORS LLC	P	2008-01-31	2016-01-29	$1,389	$1,336	$53	$53
COMMONFUND INSTL MULTI-STRAT COMMODITIES SERIES 1	P	2007-01-31	2016-01-29	$150	$276	-$126	-$126
COMMONFUND INST MULTI-STRATEGY EQUITY FUND	P	2007-01-31	2016-02-29	$4,218	$3,066	$1,152	$1,152
COMMONFUND MULTI-STRATEGY BOND INVESTORS LLC	P	2008-01-31	2016-02-29	$1,303	$1,248	$55	$55
COMMONFUND INSTL MULTI-STRAT COMMODITIES SERIES 1	P	2007-01-31	2016-02-29	$139	$259	-$120	-$120
COMMONFUND INST MULTI-STRATEGY EQUITY FUND	P	2007-01-31	2016-02-29	$550,000	$399,854	$150,146	$150,146
GMO BENCHMARK-FREE ALLOCATION FUND-III	P	2012-04-11	2016-03-22	$400,721	$395,761	$4,960	$4,960
COMMONFUND INST MULTI-STRATEGY EQUITY FUND	P	2007-01-31	2016-03-31	$4,597	$3,177	$1,420	$1,420
COMMONFUND MULTI-STRATEGY BOND INVESTORS LLC	P	2008-01-31	2016-03-31	$1,412	$1,337	$75	$75
COMMONFUND INSTL MULTI-STRAT COMMODITIES SERIES 1	P	2007-01-31	2016-03-31	$155	$277	-$122	-$122
COMMONFUND INST MULTI-STRATEGY EQUITY FUND	P	2007-01-31	2016-04-29	$4,456	$3,072	$1,384	$1,384
COMMONFUND MULTI-STRATEGY BOND INVESTORS LLC	P	2008-01-31	2016-04-29	$1,375	$1,290	$85	$85
COMMONFUND INSTL MULTI-STRAT COMMODITIES SERIES 1	P	2007-01-31	2016-04-29	$162	$268	-$106	-$106
COMMONFUND INST MULTI-STRATEGY EQUITY FUND	P	2007-01-31	2016-05-31	$4,669	$3,157	$1,512	$1,512
COMMONFUND MULTI-STRATEGY BOND INVESTORS LLC	P	2008-01-31	2016-05-31	$1,418	$1,335	$83	$83
COMMONFUND INSTL MULTI-STRAT COMMODITIES SERIES 1	P	2007-01-31	2016-05-31	$166	$276	-$110	-$110
GMO BENCHMARK-FREE ALLOCATION FUND-III	P	2012-04-11	2016-06-15	$450,811	$446,512	$4,299	$4,299
COMMONFUND INST MULTI-STRATEGY EQUITY FUND	P	2007-01-31	2016-06-30	$450,000	$309,183	$140,817	$140,817
COMMONFUND INST MULTI-STRATEGY EQUITY FUND	P	2007-01-31	2016-06-30	$4,482	$3,080	$1,402	$1,402
COMMONFUND MULTI-STRATEGY BOND INVESTORS LLC	P	2008-01-31	2016-06-30	$1,388	$1,294	$94	$94
COMMONFUND INSTL MULTI-STRAT COMMODITIES SERIES 1	P	2007-01-31	2016-06-30	$168	$268	-$100	-$100
COMMONFUND INST MULTI-STRATEGY EQUITY FUND	P	2007-01-31	2016-07-29	$4,708	$3,102	$1,606	$1,606
COMMONFUND MULTI-STRATEGY BOND INVESTORS LLC	P	2008-01-31	2016-07-29	$1,448	$1,337	$111	$111
COMMONFUND INSTL MULTI-STRAT COMMODITIES SERIES 1	P	2007-01-31	2016-07-29	$166	$277	-$111	-$111
GMO BENCHMARK-FREE ALLOCATION FUND-III	P	2012-04-11	2016-08-01	$300,538	$287,287	$13,251	$13,251
COMMONFUND INST MULTI-STRATEGY EQUITY FUND	P	2007-01-31	2016-08-31	$4,733	$3,095	$1,638	$1,638
COMMONFUND INST MULTI-STRATEGY EQUITY FUND	P	2007-01-31	2016-08-31	$550,000	$359,648	$190,352	$190,352
COMMONFUND MULTI-STRATEGY BOND INVESTORS LLC	P	2008-01-31	2016-08-31	$1,450	$1,336	$114	$114
COMMONFUND INSTL MULTI-STRAT COMMODITIES SERIES 1	P	2007-01-31	2016-08-31	$163	$277	-$114	-$114
COMMONFUND INST MULTI-STRATEGY EQUITY FUND	P	2007-01-31	2016-09-30	$4,498	$2,946	$1,552	$1,552
COMMONFUND MULTI-STRATEGY BOND INVESTORS LLC	P	2008-01-31	2016-09-30	$1,404	$1,304	$100	$100
COMMONFUND INSTL MULTI-STRAT COMMODITIES SERIES 1	P	2007-01-31	2016-09-30	$162	$268	-$106	-$106
COMMONFUND INST MULTI-STRATEGY EQUITY FUND	P	2007-01-31	2016-10-31	$4,580	$3,110	$1,470	$1,470
COMMONFUND MULTI-STRATEGY BOND INVESTORS LLC	P	2008-01-31	2016-10-31	$1,443	$1,350	$93	$93
COMMONFUND INSTL MULTI-STRAT COMMODITIES SERIES 1	P	2007-01-31	2016-10-31	$262,446	$435,399	-$172,953	-$172,953
COMMONFUND INSTL MULTI-STRAT COMMODITIES SERIES 1	P	2007-03-30	2016-10-31	$5,554	$9,214	-$3,660	-$3,660
COMMONFUND INSTL MULTI-STRAT COMMODITIES SERIES 1	P	2007-06-29	2016-10-31	$8,034	$13,329	-$5,295	-$5,295
COMMONFUND INSTL MULTI-STRAT COMMODITIES SERIES 1	P	2007-09-28	2016-10-31	$6,663	$11,054	-$4,391	-$4,391
COMMONFUND INSTL MULTI-STRAT COMMODITIES SERIES 1	P	2007-12-31	2016-10-31	$6,256	$10,379	-$4,123	-$4,123
COMMONFUND INSTL MULTI-STRAT COMMODITIES SERIES 1	P	2008-03-31	2016-10-31	$2,419	$4,014	-$1,595	-$1,595
COMMONFUND INSTL MULTI-STRAT COMMODITIES SERIES 1	P	2008-06-30	2016-10-31	$5,372	$8,913	-$3,541	-$3,541
COMMONFUND INSTL MULTI-STRAT COMMODITIES SERIES 1	P	2008-09-30	2016-10-31	$5,969	$9,902	-$3,933	-$3,933
COMMONFUND INSTL MULTI-STRAT COMMODITIES SERIES 1	P	2008-12-31	2016-10-31	$5,178	$8,590	-$3,412	-$3,412
COMMONFUND INSTL MULTI-STRAT COMMODITIES SERIES 1	P	2009-03-31	2016-10-31	$927	$1,538	-$611	-$611
COMMONFUND INSTL MULTI-STRAT COMMODITIES SERIES 1	P	2009-06-30	2016-10-31	$5,282	$8,763	-$3,481	-$3,481
COMMONFUND INSTL MULTI-STRAT COMMODITIES SERIES 1	P	2009-07-01	2016-10-31	$136,560	$226,554	-$89,994	-$89,994
COMMONFUND INSTL MULTI-STRAT COMMODITIES SERIES 1	P	2009-09-30	2016-10-31	$3,628	$6,019	-$2,391	-$2,391
COMMONFUND INSTL MULTI-STRAT COMMODITIES SERIES 1	P	2009-12-31	2016-10-31	$1,493	$2,477	-$984	-$984
COMMONFUND INSTL MULTI-STRAT COMMODITIES SERIES 1	P	2010-03-31	2016-10-31	$2,069	$3,433	-$1,364	-$1,364
COMMONFUND INSTL MULTI-STRAT COMMODITIES SERIES 1	P	2010-06-30	2016-10-31	$1,986	$3,296	-$1,310	-$1,310
COMMONFUND INSTL MULTI-STRAT COMMODITIES SERIES 1	P	2010-09-30	2016-10-31	$1,731	$2,872	-$1,141	-$1,141
COMMONFUND INSTL MULTI-STRAT COMMODITIES SERIES 1	P	2010-12-31	2016-10-31	$1,478	$2,452	-$974	-$974
COMMONFUND INSTL MULTI-STRAT COMMODITIES SERIES 1	P	2011-03-31	2016-10-31	$1,032	$1,712	-$680	-$680
COMMONFUND INSTL MULTI-STRAT COMMODITIES SERIES 1	P	2011-06-30	2016-10-31	$1,666	$2,763	-$1,097	-$1,097
COMMONFUND INSTL MULTI-STRAT COMMODITIES SERIES 1	P	2011-09-30	2016-10-31	$885	$1,468	-$583	-$583
COMMONFUND INSTL MULTI-STRAT COMMODITIES SERIES 1	P	2011-12-30	2016-10-31	$720	$1,195	-$475	-$475
COMMONFUND INSTL MULTI-STRAT COMMODITIES SERIES 1	P	2012-03-30	2016-10-31	$629	$1,044	-$415	-$415
COMMONFUND INSTL MULTI-STRAT COMMODITIES SERIES 1	P	2012-06-29	2016-10-31	$524	$869	-$345	-$345
COMMONFUND INSTL MULTI-STRAT COMMODITIES SERIES 1	P	2012-07-02	2016-10-31	$129,680	$215,139	-$85,459	-$85,459
COMMONFUND INSTL MULTI-STRAT COMMODITIES SERIES 1	P	2012-07-02	2016-10-31	$44,998	$74,652	-$29,654	-$29,654
COMMONFUND INSTL MULTI-STRAT COMMODITIES SERIES 1	P	2012-09-28	2016-10-31	$395	$655	-$260	-$260
COMMONFUND INSTL MULTI-STRAT COMMODITIES SERIES 1	P	2012-12-31	2016-10-31	$439	$728	-$289	-$289
COMMONFUND INSTL MULTI-STRAT COMMODITIES SERIES 1	P	2013-03-28	2016-10-31	$586	$972	-$386	-$386
COMMONFUND INSTL MULTI-STRAT COMMODITIES SERIES 1	P	2013-06-28	2016-10-31	$578	$960	-$382	-$382
COMMONFUND INSTL MULTI-STRAT COMMODITIES SERIES 1	P	2013-09-30	2016-10-31	$790	$1,310	-$520	-$520
COMMONFUND INSTL MULTI-STRAT COMMODITIES SERIES 1	P	2013-12-31	2016-10-31	$903	$1,498	-$595	-$595
COMMONFUND INSTL MULTI-STRAT COMMODITIES SERIES 1	P	2014-03-31	2016-10-31	$854	$1,418	-$564	-$564
COMMONFUND INSTL MULTI-STRAT COMMODITIES SERIES 1	P	2014-06-30	2016-10-31	$940	$1,559	-$619	-$619
COMMONFUND INSTL MULTI-STRAT COMMODITIES SERIES 1	P	2014-09-30	2016-10-31	$968	$1,606	-$638	-$638
COMMONFUND INSTL MULTI-STRAT COMMODITIES SERIES 1	P	2014-12-31	2016-10-31	$763	$1,266	-$503	-$503
COMMONFUND INSTL MULTI-STRAT COMMODITIES SERIES 1	P	2015-03-31	2016-10-31	$800	$1,327	-$527	-$527
COMMONFUND INSTL MULTI-STRAT COMMODITIES SERIES 1	P	2015-06-30	2016-10-31	$576	$956	-$380	-$380
COMMONFUND INSTL MULTI-STRAT COMMODITIES SERIES 1	P	2015-09-30	2016-10-31	$699	$1,160	-$461	-$461
COMMONFUND INSTL MULTI-STRAT COMMODITIES SERIES 1	P	2015-12-31	2016-10-31	$902	$1,497	-$595	-$595
COMMONFUND INSTL MULTI-STRAT COMMODITIES SERIES 1	P	2016-03-31	2016-10-31	$1,014	$1,682	-$668	-$668
COMMONFUND INSTL MULTI-STRAT COMMODITIES SERIES 1	P	2016-06-30	2016-10-31	$853	$1,414	-$561	-$561
COMMONFUND INSTL MULTI-STRAT COMMODITIES SERIES 1	P	2016-06-30	2016-10-31	$167	$277	-$110	-$110
COMMONFUND INST MULTI-STRATEGY EQUITY FUND	P	2007-01-31	2016-11-30	$4,629	$3,060	$1,569	$1,569
COMMONFUND MULTI-STRATEGY BOND INVESTORS LLC	P	2008-01-31	2016-11-30	$1,374	$1,315	$59	$59
COMMONFUND INST MULTI-STRATEGY EQUITY FUND	P	2007-01-31	2016-12-30	$4,850	$3,157	$1,693	$1,693
COMMONFUND MULTI-STRATEGY BOND INVESTORS LLC	P	2008-01-31	2016-12-30	$1,422	$1,366	$56	$56

Field	Value	IRS element (for citing)
Capital Gain Net Income	$89,512	CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	0	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$4,189,833	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$82,895,491	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.050544	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$4,131,539	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$86,139,310	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.047963	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$3,888,595	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$82,407,323	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.047187	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$3,828,555	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$76,401,832	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.050111	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$3,695,265	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$78,383,121	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.047144	DistributionYr5Rt
Total Distribution	0.242949	TotalDistributionRt
Average Distribution	0.048590	AverageDistributionRt
Net Vl Noncharitable Assets	$76,851,026	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$3,734,191	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$13,031	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$3,747,222	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$4,062,717	QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	Yes (X)	DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax	$13,031	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$13,031	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$13,031	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$20,543	EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits	$20,543	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Overpayment	$7,512	OverpaymentAmt
Applied To ES Tax	$7,512	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	www.asfdn.org	WebsiteAddressTxt
Individual With Books	Accounting Resources Inc	IndividualWithBooksNm
Phone	8606593955	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	100 WESTERN BOULEVARD	AddressLine1Txt
City	GLASTONBURY	CityNm
State Abbreviation	CT	StateAbbreviationCd
ZIP	06033	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	Yes (1)	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions	0	ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts	0	UncorrectedPriorActsInd
Undistributed Income PY	0	UndistributedIncomePYInd
Business Holdings	0	BusinessHoldingsInd
Jeopardy Investments	0	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	0	UncorrectedPYJeopardyInvstInd
Influence Legislation	0	InfluenceLegislationInd
Influence Election	0	InfluenceElectionInd
Grants To Individuals	0	GrantsToIndividualsInd
Grants To Organizations	0	GrantsToOrganizationsInd
Noncharitable Purpose	0	NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc	0	TransactionsFailToQlfyAsExcInd
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 (13 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
Carl R Cicchetti
185 Main Street	new britain	CT	06050	Director	2.00	$0	$0	$0
charles j boulier iii
185 Main Street	new britain	CT	06050	PRESIDENT	2.00	$0	$0	$0
DR MARIE S GUSTIN
185 Main Street	new britain	CT	06050	director and vice chair	2.00	$0	$0	$0
gregory b howey
185 Main Street	new britain	CT	06050	director and CHAIRMAN	2.00	$0	$0	$0
harry n mazadoorian
185 Main Street	new britain	CT	06050	director	2.00	$0	$0	$0
JAMES MCNAIR
185 Main Street	New britain	CT	06050	Director	2.00	$0	$0	$0
JAMES O'ROURKE
185 Main Street	New britain	CT	06050	Director	2.00	$0	$0	$0
laurence a tanner
185 Main Street	new britain	CT	06050	director	2.00	$0	$0	$0
MARIA A FALVO
185 Main Street	New britain	CT	06050	PRESIDENT & CEO	40.00	$175,000	$22,495	$0
Pamela R Reynolds
185 Main Street	new britain	CT	06050	Director	2.00	$0	$0	$0
sheri c pasqualoni
185 Main Street	new britain	CT	06050	director and secretary	2.00	$0	$0	$0
James W Little
185 Main Street	New britain	CT	06050	Director	2.00	$0	$0	$0
James Jones
185 Main Street	New britain	CT	06050	Director	2.00	$0	$0	$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee BenefitsEmployeeBenefitsAmt	Expense AccountExpenseAccountAmt
MARIA SANCHEZ
185 MAIN STREET	new britain	CT	06051	SENIOR PROGRAM OFFIC	40.00	$123,600	$13,730	$0
MARYELLEN MILIO
185 MAIN STREET	new britain	CT	06051	OPERATIONS MANAGER	40.00	$67,000	$2,288	$0
CIERRA STANCIL
185 MAIN STREET	new britain	CT	06051	ASSOCIATE PROGRAM OF	40.00	$57,000	$6,926	$0
HEATHER HOKUNSON
185 MAIN STREET	new britain	CT	06051	ASSOCIATE PROGRAM OF	40.00	$54,000	$4,994	$0

Field	Value	IRS element (for citing)
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	commonfund	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	pO Box 642	AddressLine1Txt
City	boston	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	021170642	ZIPCd

Field	Value	IRS element (for citing)
Service Type	asset Management Fees	ServiceTypeTxt
Compensation	$73,358	CompensationAmt

Field	Value	IRS element (for citing)
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Field	Value	IRS element (for citing)
Description1	ROBERT T. KENNEY SCHOLARSHIP PROGRAM - SEE STATEMENT 13	Description1Txt
Expenses1	$112,504	Expenses1Amt
Description2	Direct support for youth programs - SEE STATEMENT 13	Description2Txt
Expenses2	$7,815	Expenses2Amt

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	$75,369,191	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$2,552,943	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$99,212	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$78,021,346	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$78,021,346	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$1,170,320	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$76,851,026	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$3,842,551	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$3,842,551	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$13,031	TaxBasedOnInvestmentIncomeAmt
Total Tax	$13,031	TotalTaxAmt
Distributable Before Adj	$3,829,520	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$3,829,520	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$3,829,520	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$4,062,717	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$4,062,717	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$13,031	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$4,049,686	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$3,829,520	DistributableAsAdjustedAmt
Undistributed Income PY	$3,791,872	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Total Excess Distribution Cyov	$0	TotalExcessDistributionCyovAmt
Qualifying Distributions	$4,062,717	QualifyingDistributionsAmt
Applied To Year1	$3,791,872	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$270,845	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$0	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$3,558,675	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$0	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$0	ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	AMERICAN SAVINGS FOUNDATION	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	185 MAIN STREET	AddressLine1Txt
City	NEW BRITAIN	CityNm
State Abbreviation	CT	StateAbbreviationCd
ZIP	06051	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	8608272556	RecipientPhoneNum
Form And Info And Materials	see STATEMENT 12	FormAndInfoAndMaterialsTxt
Submission Deadlines	see STATEMENT 12	SubmissionDeadlinesTxt
Restrictions On Awards	see STATEMENT 12	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (270 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Address Line2RecipientUSAddress/AddressLine2Txt
Farrell Treatment Center
586 Main Street	New Britain	CT	06051	Unrelated	Public Charity	Outpatient Clinic	$22,975
Friendship Service Center
241 Arch Street	New Britain	CT	06050	Unrelated	Public Charity	North End Project	$125,000
Girls Inc
35 Park Place	Waterbury	CT	06702	Unrelated	Public Charity	Gym Renovations	$50,000
The Hospital of Central Connecticut
100 Grand Street	New Britain	CT	06050	Unrelated	Public Charity	Comprehensive Cancer Center	$217,500
Prudence Crandall Center Inc
549 Burritt Street	New Britain	CT	06053	Unrelated	Public Charity	Phone System Replacement	$20,000
YMCA of Greater Waterbury
136 West Main Street	Waterbury	CT	06702	Unrelated	Public Charity	Dehumidification System	$50,000
Adelbrook
60 Hicksville Road	Cromwell	CT	06416	Unrelated	Public Charity	Summer Program 2016	$10,000
Berlin High School
139 Patterson Way	Berlin	CT	06037	Unrelated	Public Charity	Berlin UpBeat 2016	$6,000
Boys & Girls Club of New Britain
150 Washington Street	New Britain	CT	06051	Unrelated	Public Charity	SMART Girls Program 2016-17	$34,500
Boys & Girls Club of Waterbury
1037 East Main Street	Waterbury	CT	06705	Unrelated	Public Charity	Club Programs 2016-17	$45,000
Brass City Harvest
86 Bank Street	Waterbury	CT	06702	Unrelated	Public Charity	Community Food Program 2016	$27,000
Bridge Family Center
1022 Farmington Ave	West Hartford	CT	06107	Unrelated	Public Charity	Positive Youth Development Program 2016-17	$25,000
Bridge to Success
c/o United Way of Greater Waterbury	Waterbury	CT	06702	Unrelated	Public Charity	Community and Collaborative Support 2016-17	$25,000
Building Hope Together
c/o YWCA of New Britain	New Britain	CT	06051	Unrelated	Public Charity	Homelessness Prevention Program 2016-17	$30,000
Capital Workforce Partners
One Union Place	Hartford	CT	06103	Unrelated	Public Charity	2016 Secure Jobs - New Britain	$7,500
Central Connecticut State University
Financial Aid Office	New Britain	CT	06050	Unrelated	Public Charity	ParaDYM Academy 2016-17	$40,000
Children's Law Center of Connecticut
30 Arbor Street North Building 4th	Hartford	CT	06106	Unrelated	Public Charity	Legal Representation Program 2016-17	$75,000	Fl
Children's Law Center of Connecticut
30 Arbor Street North Building 4th	Hartford	CT	06106	Unrelated	Public Charity	Families-in-Transition Program	$10,000	Fl
Children's Law Center of Connecticut
30 Arbor Street North Building 4th	Hartford	CT	06106	Unrelated	Public Charity	Truancy Intervention Program 2017	$27,995	Fl
Circle of Care
PO Box 32	Wilton	CT	06897	Unrelated	Public Charity	Emergency Fund 2017	$20,000
City of New Britain
27 West Main Street	New Britain	CT	06051	Unrelated	Public Charity	2016 Police Explorers Summer Academy	$7,500
City of New Britain
27 West Main Street	New Britain	CT	06051	Unrelated	Public Charity	Excerise the Right Choice Program 2016-17	$150,000
Coalition for New Britain's Youth
c/o Community Foundation of Greater	New Britain	CT	06052	Unrelated	Public Charity	Community Collaborative Support 2016-17	$50,000	NB
Coalition for New Britain's Youth
c/o Community Foundation of Greater	New Britain	CT	06052	Unrelated	Public Charity	2016 Program Academy	$5,000	NB
Community Foundation of Greater New Britain
74A Vine Street	New Britain	CT	06052	Unrelated	Public Charity	2016 Elementary Summer Program	$50,000
CONCORA
233 Pearl St	Hartford	CT	06103	Unrelated	Public Charity	2016-17 Season Performances	$15,000
Connecticut Council for Philanthropy
221 Main Street	Hartford	CT	06106	Unrelated	Public Charity	2017 Leadership Fund	$5,000
Connecticut Council for Philanthropy
221 Main Street	Hartford	CT	06106	Unrelated	Public Charity	2017 Early Childhood Funders Collaborative	$5,000
Connecticut Council for Philanthropy
221 Main Street	Hartford	CT	06106	Unrelated	Public Charity	2016 Leadership Fund	$5,000
Connecticut Junior Republic
PO Box 161	Litchfield	CT	06759	Unrelated	Public Charity	Work-Based Summer Program 2016	$26,700
Connecticut Radio Information System
315 Windsor Avenue	Windsor	CT	06095	Unrelated	Public Charity	Program Support 2016-17	$15,000
Connecticut Storytelling Center Inc
270 Mohegan Ave	New London	CT	06320	Unrelated	Public Charity	In-School Literacy Program 2016-17	$7,000
Connecticut Virtuosi Chamber Orchestra
19 Chestnut Street	New Britain	CT	06051	Unrelated	Public Charity	Children and Community Concerts 2016-17	$32,000
Coram Deo
370 Linwood Street	New Britain	CT	06050	Unrelated	Public Charity	Client Services Program 2016-17	$30,000
Covenant Soup Kitchen
220 Valley Street	Willimantic	CT	06226	Unrelated	Public Charity	Soup Kitchen 2016	$5,000
CPEP
211 South Main Street	Middletown	CT	06457	Unrelated	Public Charity	Waterbury STEM Program 2016-17	$35,000
CPEP
211 South Main Street	Middletown	CT	06457	Unrelated	Public Charity	New Britain STEM Program 2016-17	$35,000
CPEP
211 South Main Street	Middletown	CT	06457	Unrelated	Public Charity	STEM Summer Program 2016	$20,000
First Tee of Connecticut
55 Golf Club Road	Cromwell	CT	06416	Unrelated	Public Charity	In-School Golf Program 2017	$16,000
FoodShare Inc
450 Woodland Avenue	Bloomfield	CT	06002	Unrelated	Public Charity	Food Delivery Program 2016-17	$40,000
Gifts of Love
P O Box 463	Avon	CT	06001	Unrelated	Public Charity	Food Program 2016	$10,000
Granville Academy
PO Box 2891	Waterbury	CT	06723	Unrelated	Public Charity	Academic Enrichment Program 2016-17	$5,000
Greater Waterbury Interfaith Ministries
770 East Main Street	Waterbury	CT	06702	Unrelated	Public Charity	Soup Kitchen and Food Pantry 2016-17	$12,000
Horizons Inc
127 Babcock Hill Road	South Windham	CT	06266	Unrelated	Public Charity	Respite Program 2016-17	$10,000
The Hospital of Central Connecticut
100 Grand Street	New Britain	CT	06050	Unrelated	Public Charity	Mothers Offering Mothers Support	$20,000
Human Resources Agency
180 Clinton Street	New Britain	CT	06053	Unrelated	Public Charity	Financial Literacy Program for Youth 2016-17	$50,000
Human Resources Agency
180 Clinton Street	New Britain	CT	06053	Unrelated	Public Charity	Osgood Resource Center 2017	$10,000
Junior Achievement
70 Farmington Avenue	Hartford	CT	06105	Unrelated	Public Charity	In-School Education Program 2016-17	$50,000
Love146
PO Box 8266	New Haven	CT	06530	Unrelated	Public Charity	Connecticut Survivor Care	$20,000
The Main Street Singers
90 Main Street	New Britain	CT	06051	Unrelated	Public Charity	Children's Choir and Performances 2017	$5,000
Mattatuck Museum
144 West Main Street	Waterbury	CT	06702	Unrelated	Public Charity	Youth and Family Programs 2016-17	$45,000
Neighborhood Housing Services of Waterbury
161 North Main Street	Waterbury	CT	06702	Unrelated	Public Charity	Almost Home Program 2016-17	$20,000
New Britain Museum of American Art
56 Lexington St	New Britain	CT	06052	Unrelated	Public Charity	Free Saturday Program 2016-17	$55,000
New Britain Public Library
20 High Street	New Britain	CT	06051	Unrelated	Public Charity	Homework Center 2016-17	$5,500
New Britain Youth Museums
30 High Street	New Britain	CT	06051	Unrelated	Public Charity	Sisters in Science Program 2016-17	$28,157
New Britain Youth Theater
c/o YMCA of New Britain	New Britain	CT	06051	Unrelated	Public Charity	Elementary School Theater Program 2016-17	$15,000
New Opportunities Inc
232 North Elm Street	Waterbury	CT	06702	Unrelated	Public Charity	2016 Secure Jobs - Waterbury	$5,000
Operation Fuel Inc
75 Charter Oak Avenue Suite 2-240	Hartford	CT	06106	Unrelated	Public Charity	Energy Assistance Program 2017	$50,000
Opportunities Industrialization Center
114 North Street	New Britain	CT	06053	Unrelated	Public Charity	Hardware City Bikes Program 2016-17	$35,000
Opportunities Industrialization Center
114 North Street	New Britain	CT	06053	Unrelated	Public Charity	Moving Mountains Academy 2016-17	$60,000
Palace Theater
100 East Main Street	Waterbury	CT	06702	Unrelated	Public Charity	Arts Education Program 2016-17	$30,000
PathwaysSenderos Center
43 Viets Street	New Britain	CT	06053	Unrelated	Public Charity	2016 Summer Youth Employment Program	$74,652
PathwaysSenderos Center
43 Viets Street	New Britain	CT	06053	Unrelated	Public Charity	Teen Pregnancy Prevention Program 2016-17	$25,000
Plainville ARC
28 East Maple Street	Plainville	CT	06062	Unrelated	Public Charity	Camp Trumbull 2016	$17,000
Plainville Community Food Pantry
54 South Canal Steet	Plainville	CT	06062	Unrelated	Public Charity	Backpack Program 2016	$15,000
Police Athletic League of New Britain
544 Osgood Avenue	New Britain	CT	06051	Unrelated	Public Charity	PALS Program 2016-17	$30,000
Polish American Foundation of CT
27 Grove Hill St	New Britain	CT	06052	Unrelated	Public Charity	Community Arts Programs 2016-17	$10,000
Prudence Crandall Center Inc
549 Burritt Street	New Britain	CT	06053	Unrelated	Public Charity	Emergency Shelter Program 2017	$32,000
Queen Ann Nzinga Center
Trinity-On-Main	New Britain	CT	06051	Unrelated	Public Charity	Children's Theater Arts Program 2016-17	$10,000
Reach Out and Read
89 South Street Suite 201	Boston	MA	02111	Unrelated	Public Charity	Early Literacy Program 2016-17	$10,000
Shakesperience Productions
117 Bank Street	Waterbury	CT	06702	Unrelated	Public Charity	In-School Theatre Arts Program 2016-17	$32,000
The Shoreline Soup Kitchens & Pantries
PO Box 804	Essex	CT	06426	Unrelated	Public Charity	Food Distribution 2017	$5,000
South Congregational Church
90 Main Street	New Britain	CT	06051	Unrelated	Public Charity	Music Series 2016-17	$5,000
St Vincent DePaul Mission of Waterbury
34 Willow St	Waterbury	CT	06721	Unrelated	Public Charity	Soup Kitchen and Food Pantry Program 2017	$25,000
St Vincent DePaul Place
617 Main Street	Middletown	CT	06457	Unrelated	Public Charity	Soup Kitchen and Outreach Program 2017	$5,000
Susan B Anthony Project
179 Water Street	Torrington	CT	06790	Unrelated	Public Charity	The Rebuilding Lives Program 2016-17	$30,000
United Way of Central and Northeastern CT
30 Laurel Street	Hartford	CT	06106	Unrelated	Public Charity	2016 Annual Campaign	$5,000
United Way of Greater Waterbury
100 North Elm Street - 2nd Floor	Waterbury	CT	06702	Unrelated	Public Charity	2016 Annual Campaign	$5,000
United Way of Greater Waterbury
100 North Elm Street - 2nd Floor	Waterbury	CT	06702	Unrelated	Public Charity	Home Visiting Program 2016-17	$15,000
Urban Oaks Community Roots Inc
117 W Main Street	New Britain	CT	06051	Unrelated	Public Charity	Youth Agriculture Program 2016-17	$11,426
Vision New Britain Inc
503 Burritt Street	New Britain	CT	06053	Unrelated	Public Charity	TRIAD Senior Prom 2016	$3,500
VNA Health At Home Inc
27 Siemon Company Drive Suite 101	Watertown	CT	06795	Unrelated	Public Charity	Community Wellness Program 2016	$5,797
Waterbury Symphony
PO Box 1762	Waterbury	CT	06721	Unrelated	Public Charity	BRAVO Program 2016-17	$15,000
Waterbury Youth Services
83 Prospect Street	Waterbury	CT	06702	Unrelated	Public Charity	Linking Academics to Life Program 2016-17	$45,000
YMCA of Greater Waterbury
136 West Main Street	Waterbury	CT	06702	Unrelated	Public Charity	Basketball Academy 2016-17	$10,000
YWCA of New Britain
19 Franklin Square	New Britain	CT	06051	Unrelated	Public Charity	2016 Middle School Summer Program	$40,000
YWCA of New Britain
19 Franklin Square	New Britain	CT	06051	Unrelated	Public Charity	STRIVE Program 2016-17	$65,000
Boys & Girls Club of New Britain
150 Washington Street	New Britain	CT	06051	Unrelated	Public Charity	Boys & Girls Club of New Britain's 125th Annual Meeting	$1,500
Central Connecticut State University Foundation
185 Main Street	New Britain	CT	06050	Unrelated	Public Charity	2016 ITBD Youth Program Support	$500
City of New Britain
27 West Main Street	New Britain	CT	06051	Unrelated	Public Charity	2016 Martin Luther King Breakfast	$500
City of New Britain
27 West Main Street	New Britain	CT	06051	Unrelated	Public Charity	2016 ANNUAL COMMISSION ON PERSONS WITH DISABILITIES RECOGNITION AWARDS BREAKFAST	$250
City of New Britain
27 West Main Street	New Britain	CT	06051	Unrelated	Public Charity	Building Hope Together Autumn Soiree & Awards Ceremony	$1,000
Community Foundation of Greater New Britain
74A Vine Street	New Britain	CT	06052	Unrelated	Public Charity	2016 Catalyst Fund Membership	$500
Connecticut Breast Health Initiative
PO Box 566	New Britain	CT	06050	Unrelated	Public Charity	2016 Race in the Park*	$20,000
Connecticut Junior Republic
PO Box 161	Litchfield	CT	06759	Unrelated	Public Charity	2016 CJR Golf Fundraiser	$1,600
Connecticut Voices for Children
33 Whitney Avenue	New Haven	CT	06510	Unrelated	Public Charity	CT Voices for Children 20 Year Celebration Event	$500
Friendship Service Center
241 Arch Street	New Britain	CT	06051	Unrelated	Public Charity	2016 Hoops for Homeless	$1,500
Hospital for Special Care
2150 Corbin Avenue	New Britain	CT	06053	Unrelated	Public Charity	75th Anniversary Event	$2,500
Hospital for Special Care Foundation
2150 Corbin Avenue	New Britain	CT	06053	Unrelated	Public Charity	2016 Ivan Lendl Adaptive Sports Camp	$2,500
Human Resources Agency
180 Clinton Street	New Britain	CT	06053	Unrelated	Public Charity	2016 Scholarship Reception	$1,000
League of Women Voters of Connecticut Education Fund Inc
1890 Dixwell Ave Suite 203	Hamden	CT	06514	Unrelated	Public Charity	2016 Who's Who New Britain/Berlin	$320
Mattatuck Museum
144 West Main Street	Waterbury	CT	06702	Unrelated	Public Charity	2016 Brass Button Award Celebration	$5,000
MidState Medical Center Auxiliary
435 Lewis Avenue	Meriden	CT	06451	Unrelated	Public Charity	2016 Come Together Joint Fundraising Event	$5,000
NAACP of New Britain
PO Box 323 N	New Britain	CT	06051	Unrelated	Public Charity	2016 Annual Freedom Fund Dinner	$2,000
The New Britain Chorale
First Lutheran Church of the	New Britain	CT	06051	Unrelated	Public Charity	2016 Spring Concert Series	$2,000	Reformation
New Britain High School
110 Mill Street	New Britain	CT	06051	Unrelated	Public Charity	2016 Fall for Success Senior Celebration	$2,500
New Britain High School
110 Mill Street	New Britain	CT	06051	Unrelated	Public Charity	2016 All Night Graduation Party	$500
New Britain High School
110 Mill Street	New Britain	CT	06051	Unrelated	Public Charity	2016 Parent Music Association Fundraiser	$500
New Britain Industrial Museum
185 Main Street	New Britain	CT	06051	Unrelated	Public Charity	2016/2017 New Britain Industrial Museum Membership	$750
New Britain Museum of American Art
56 Lexington St	New Britain	CT	06052	Unrelated	Public Charity	2016 Juneteenth Celebration	$1,000
New Britain Museum of American Art
56 Lexington St	New Britain	CT	06052	Unrelated	Public Charity	2016 Art Party of the Year	$5,000
New Britain Public Library
20 High Street	New Britain	CT	06051	Unrelated	Public Charity	2016 Literary Libations IV	$1,000
Opportunities Industrialization Center
114 North Street	New Britain	CT	06051	Unrelated	Public Charity	2016 Annual Awards	$3,000
Palace Theater
100 East Main Street	Waterbury	CT	06702	Unrelated	Public Charity	2016 10.1 Anniversary Fundraising Event	$3,000
PathwaysSenderos Center
43 Viets Street	New Britain	CT	06053	Unrelated	Public Charity	2016 Pathways Walkathon Event - 18th Annual	$5,000
Polish American Foundation of CT
27 Grove Hill St	New Britain	CT	06052	Unrelated	Public Charity	2016 Polish American Foundation Concert Series	$1,000
Prudence Crandall Center Inc
549 Burritt Street	New Britain	CT	06053	Unrelated	Public Charity	2016 Celebrating Hope Fundraising Breakfast	$2,500
Rebuilding Together with Christmas in April - New Britain
200 Myrtle Street	New Britain	CT	06053	Unrelated	Public Charity	2016 Rebuilding Day	$5,000
Ryan T Lee Memorial Foundation
103 Peter Parley Row	Berlin	CT	06037	Unrelated	Public Charity	2016 Excellence In Leadership Conference	$1,000
Saint Mary's Hospital Foundation
56 Franklin Street	Waterbury	CT	06706	Unrelated	Public Charity	2016 " An Evening of Extraordinary Things"	$1,500
Saint Mary's Hospital Foundation
56 Franklin Street	Waterbury	CT	06706	Unrelated	Public Charity	2016 Womens Health Programs	$2,500
The Salvation Army - Waterbury
74 Central Avenue	Waterbury	CT	06702	Unrelated	Public Charity	2016 Annual Kettle Kick-Off Event	$1,000
United Way of Greater Waterbury
100 North Elm Street - 2nd Floor	Waterbury	CT	06702	Unrelated	Public Charity	2016 Waterbury Bridge to Success Partnership - Career Fair	$1,500
University of Connecticut Foundation
2390 Alumni Drive Suite 3206	Storrs Mansfield	CT	06269	Unrelated	Public Charity	2016 Calhoun Cardiology Center Golf Fundraiser	$3,350
VIBE Athletics
241 Buell Street	New Britain	CT	06051	Unrelated	Public Charity	2016 Summer Basketball League	$200
Waterbury Symphony
PO Box 1762	Waterbury	CT	06721	Unrelated	Public Charity	2016 Concert Series	$5,000
Waterbury Youth Services
83 Prospect Street	Waterbury	CT	06702	Unrelated	Public Charity	2016 Excellence in Youth Awards	$1,000
YMCA of Greater Waterbury
136 West Main Street	Waterbury	CT	06702	Unrelated	Public Charity	2016 42nd Annual Fischang-Cicchetti Memorial Run	$3,000
YMCA of New Britain-Berlin
50 High Street	New Britain	CT	06051	Unrelated	Public Charity	2016 Endless Summer Celebration	$1,500
Adelphi University
1 Individual Scholarship Award	Garden City	NY	11530	Unrelated	Public Charity	Scholarship	$1,500
Allegheny College
1 Individual Scholarship Award	Meadville	PA	16335	Unrelated	Public Charity	Scholarship	$1,161
American International College
4 Individual Scholarship Awards	Springfield	MA	01109	Unrelated	Public Charity	Scholarship	$5,625
Amherst College
1 Individual Scholarship Award	Amherst	MA	01002	Unrelated	Public Charity	Scholarship	-$1,625
Anna Maria College
2 Individual Scholarship Awards	Paxton	MA	01612	Unrelated	Public Charity	Scholarship	$2,500
Assumption College
1 Individual Scholarship Award	Worcester	MA	01609	Unrelated	Public Charity	Scholarship	$1,500
Baruch College
1 Individual Scholarship Award	New York	NY	10010	Unrelated	Public Charity	Scholarship	$750
Bay Path University
2 Individual Scholarship Awards	Longmeadow	MA	01106	Unrelated	Public Charity	Scholarship	$2,375
Baylor University
1 Individual Scholarship Award	Waco	TX	76706	Unrelated	Public Charity	Scholarship	$1,500
Berklee College of Music
1 Individual Scholarship Award	Boston	MA	02215	Unrelated	Public Charity	Scholarship	$3,000
Boston College
5 Individual Scholarship Awards	Chestnut Hill	MA	02467	Unrelated	Public Charity	Scholarship	$5,750
Boston University
9 Individual Scholarship Awards	Boston	MA	02215	Unrelated	Public Charity	Scholarship	$10,475
Brandeis University
1 Individual Scholarship Award	Waltham	MA	02453	Unrelated	Public Charity	Scholarship	$2,250
Brown University
1 Individual Scholarship Award	Providence	RI	02912	Unrelated	Public Charity	Scholarship	$100
California College of the Arts
1 Individual Scholarship Award	San Francisco	CA	94618	Unrelated	Public Charity	Scholarship	$750
Capital Community College
3 Individual Scholarship Awards	Hartford	CT	06103	Unrelated	Public Charity	Scholarship	$2,250
Central Connecticut State University
51 Individual Scholarship Awards	New Britain	CT	06053	Unrelated	Public Charity	Scholarship	$75,500
Clarkson University
1 Individual Scholarship Award	Potsdam	NY	13699	Unrelated	Public Charity	Scholarship	$1,500
Clemson University
1 Individual Scholarship Award	Clemson	SC	29634	Unrelated	Public Charity	Scholarship	$625
Coastal Carolina University
1 Individual Scholarship Award	Conway	SC	29528	Unrelated	Public Charity	Scholarship	$2,625
Colby-Sawyer College
2 Individual Scholarship Awards	New London	NH	03257	Unrelated	Public Charity	Scholarship	$3,750
College of the Holy Cross
3 Individual Scholarship Awards	Worcester	MA	01610	Unrelated	Public Charity	Scholarship	$4,123
Columbia College
1 Individual Scholarship Award	Chicago	IL	65201	Unrelated	Public Charity	Scholarship	$1,000
Connecticut College
2 Individual Scholarship Awards	New London	CT	06320	Unrelated	Public Charity	Scholarship	$3,750
Cornell University
1 Individual Scholarship Award	Ithaca	NY	14850	Unrelated	Public Charity	Scholarship	$2,500
DeSales University
1 Individual Scholarship Award	Center Valley	PA	18034	Unrelated	Public Charity	Scholarship	$1,250
Delaware State University
1 Individual Scholarship Award	Dover	DE	19901	Unrelated	Public Charity	Scholarship	$1,500
East Carolina University
1 Individual Scholarship Award	Greenville	NC	27858	Unrelated	Public Charity	Scholarship	$2,250
Eastern Connecticut State University
23 Individual Scholarship Awards	Willimantic	CT	06226	Unrelated	Public Charity	Scholarship	$34,750
Emmanuel College
2 Individual Scholarship Awards	Boston	MA	02115	Unrelated	Public Charity	Scholarship	$2,375
Emory University
2 Individual Scholarship Awards	Atlanta	GA	30322	Unrelated	Public Charity	Scholarship	$6,375
Endicott College
1 Individual Scholarship Award	Beverly	MA	01915	Unrelated	Public Charity	Scholarship	$1,500
Fairfield University
2 Individual Scholarship Awards	Fairfield	CT	06824	Unrelated	Public Charity	Scholarship	$3,750
Florida Atlantic University
2 Individual Scholarship Awards	Boca Raton	FL	33431	Unrelated	Public Charity	Scholarship	$2,000
Fordham University
2 Individual Scholarship Awards	Bronx	NY	10458	Unrelated	Public Charity	Scholarship	$2,000
George Washington University
3 Individual Scholarship Awards	Washington	DC	20052	Unrelated	Public Charity	Scholarship	$7,250
Goodwin College
1 Individual Scholarship Award	East Hartford	CT	06118	Unrelated	Public Charity	Scholarship	$500
Gordon College - Massachusetts
1 Individual Scholarship Award	Wendham	MA	01984	Unrelated	Public Charity	Scholarship	$1,000
Hamilton College
1 Individual Scholarship Award	Clinton	NY	13323	Unrelated	Public Charity	Scholarship	$1,500
Hampshire College
1 Individual Scholarship Award	Amherst	MA	01002	Unrelated	Public Charity	Scholarship	$2,000
Hampton University
2 Individual Scholarship Awards	Hampton	VA	23668	Unrelated	Public Charity	Scholarship	$2,500
Hartwick College
1 Individual Scholarship Award	Oneonta	NY	13820	Unrelated	Public Charity	Scholarship	$1,750
Harvard University
1 Individual Scholarship Award	Cambridge	MA	02138	Unrelated	Public Charity	Scholarship	$750
Hofstra University
4 Individual Scholarship Awards	Hempstead	NY	11549	Unrelated	Public Charity	Scholarship	$4,375
Howard University
2 Individual Scholarship Awards	Washington	DC	20059	Unrelated	Public Charity	Scholarship	$5,125
Hudson Valley Community College
1 Individual Scholarship Award	Troy	NY	12180	Unrelated	Public Charity	Scholarship	$625
Husson University
3 Individual Scholarship Awards	Bangor	ME	04401	Unrelated	Public Charity	Scholarship	$4,750
Ithaca College
1 Individual Scholarship Award	Ithaca	NY	14850	Unrelated	Public Charity	Scholarship	$1,500
Johns Hopkins University
1 Individual Scholarship Award	Baltimore	MD	21218	Unrelated	Public Charity	Scholarship	$1,000
Johnson State College
1 Individual Scholarship Award	Johnson	VT	05656	Unrelated	Public Charity	Scholarship	$500
Johnson and Wales University
3 Individual Scholarship Awards	Charlotte	NC	28202	Unrelated	Public Charity	Scholarship	$5,000
Lasell College
2 Individual Scholarship Awards	Auburndale	MA	02466	Unrelated	Public Charity	Scholarship	$3,500
Liberty University
1 Individual Scholarship Award	Lynchburg	VA	24515	Unrelated	Public Charity	Scholarship	$1,875
Lincoln College of New England
1 Individual Scholarship Award	Southington	CT	06489	Unrelated	Public Charity	Scholarship	$1,000
Lyndon State College
1 Individual Scholarship Award	Lyndonville	VT	05851	Unrelated	Public Charity	Scholarship	$1,500
MCPHS University
2 Individual Scholarship Awards	Boston	MA	02115	Unrelated	Public Charity	Scholarship	$4,000
Maine Maritime Academy
1 Individual Scholarship Award	Castine	ME	04421	Unrelated	Public Charity	Scholarship	$2,250
Manchester College of Liberal Arts
1 Individual Scholarship Award	North Adams	MA	01247	Unrelated	Public Charity	Scholarship	$500
Manchester Community College
4 Individual Scholarship Awards	Manchester	CT	06040	Unrelated	Public Charity	Scholarship	$3,000
Marist College
1 Individual Scholarship Award	Poughkeepsie	NY	12601	Unrelated	Public Charity	Scholarship	$1,750
Marlboro College
1 Individual Scholarship Award	Marlboro	VT	05344	Unrelated	Public Charity	Scholarship	$625
Merrimack College
1 Individual Scholarship Award	North Andover	MA	01845	Unrelated	Public Charity	Scholarship	$1,000
Middlesex Community College
3 Individual Scholarship Awards	Middletown	CT	06457	Unrelated	Public Charity	Scholarship	$2,250
Mitchell College
1 Individual Scholarship Award	New London	CT	06320	Unrelated	Public Charity	Scholarship	$1,500
Mount Saint Mary College
2 Individual Scholarship Awards	Newburgh	NY	12550	Unrelated	Public Charity	Scholarship	$3,000
Naugatuck Valley Community Colle
2 Individual Scholarship Awards	Waterbury	CT	06708	Unrelated	Public Charity	Scholarship	$1,000
New York University
1 Individual Scholarship Award	New York	NY	10012	Unrelated	Public Charity	Scholarship	$1,000
Nichols College
1 Individual Scholarship Award	Dudley	MA	01571	Unrelated	Public Charity	Scholarship	$1,750
North Carolina State University
1 Individual Scholarship Award	Raleigh	NC	27695	Unrelated	Public Charity	Scholarship	$1,750
Northeastern University
2 Individual Scholarship Awards	Boston	MA	02115	Unrelated	Public Charity	Scholarship	$1,000
Ohio State University
1 Individual Scholarship Award	Columbus	OH	43210	Unrelated	Public Charity	Scholarship	$750
Palm Beach Atlantic University
1 Individual Scholarship Award	West Palm Beach	FL	33401	Unrelated	Public Charity	Scholarship	$500
Pennsylvania State University
4 Individual Scholarship Awards	University Park	PA	16801	Unrelated	Public Charity	Scholarship	$7,375
Post University
6 Individual Scholarship Awards	Waterbury	CT	06708	Unrelated	Public Charity	Scholarship	$7,500
Princeton University
1 Individual Scholarship Award	Princeton	NJ	08544	Unrelated	Public Charity	Scholarship	$875
Providence College
1 Individual Scholarship Award	Providence	RI	02918	Unrelated	Public Charity	Scholarship	$1,750
Quinnipiac University
8 Individual Scholarship Awards	Hamden	CT	06518	Unrelated	Public Charity	Scholarship	$9,625
Rensselaer Polytechnic Institute
2 Individual Scholarship Awards	Troy	NY	12180	Unrelated	Public Charity	Scholarship	$2,250
Rivier University
2 Individual Scholarship Awards	Nashua	NH	03060	Unrelated	Public Charity	Scholarship	$2,125
Rochester Institute of Technology
1 Individual Scholarship Award	Rochester	NY	14623	Unrelated	Public Charity	Scholarship	$750
Sacred Heart University
3 Individual Scholarship Awards	Fairfield	CT	06825	Unrelated	Public Charity	Scholarship	$2,000
Salem College
1 Individual Scholarship Award	Winston Salem	NC	27101	Unrelated	Public Charity	Scholarship	$1,375
Salve Regina University
1 Individual Scholarship Award	Newport	RI	02840	Unrelated	Public Charity	Scholarship	$3,000
Seton Hall University
1 Individual Scholarship Award	South Orange	NJ	07079	Unrelated	Public Charity	Scholarship	$500
Skidmore College
1 Individual Scholarship Award	Saratoga Springs	NY	12866	Unrelated	Public Charity	Scholarship	$1,375
Southern Connecticut State Universit
19 Individual Scholarship Awards	New Haven	CT	06515	Unrelated	Public Charity	Scholarship	$37,125
Springfield College
2 Individual Scholarship Awards	Springfield	MA	01109	Unrelated	Public Charity	Scholarship	$2,000
Stanford University
1 Individual Scholarship Award	Stanford	CA	94305	Unrelated	Public Charity	Scholarship	$1,625
Suffolk University
1 Individual Scholarship Award	Boston	MA	02108	Unrelated	Public Charity	Scholarship	$1,500
Syracuse University
2 Individual Scholarship Awards	Syracuse	NY	13244	Unrelated	Public Charity	Scholarship	$3,125
Temple University
2 Individual Scholarship Awards	Philadelphia	PA	19122	Unrelated	Public Charity	Scholarship	$3,250
The New School
2 Individual Scholarship Awards	New York	NY	10011	Unrelated	Public Charity	Scholarship	$1,375
Trinity College
1 Individual Scholarship Award	Hartford	CT	20017	Unrelated	Public Charity	Scholarship	$750
Tufts University
3 Individual Scholarship Awards	Medford	MA	02155	Unrelated	Public Charity	Scholarship	$2,875
Tunxis Community College
7 Individual Scholarship Awards	Farmington	CT	06032	Unrelated	Public Charity	Scholarship	$5,125
University of Bridgeport
5 Individual Scholarship Awards	Bridgeport	CT	06604	Unrelated	Public Charity	Scholarship	$5,750
University of Connecticut
140 Individual Scholarship Awards	Storrs	CT	06269	Unrelated	Public Charity	Scholarship	$197,208
University of Delaware
1 Individual Scholarship Award	Newark	DE	19716	Unrelated	Public Charity	Scholarship	$2,125
University of Hartford
18 Individual Scholarship Awards	West Hartford	CT	06117	Unrelated	Public Charity	Scholarship	$20,875
University of Maine
2 Individual Scholarship Awards	Orono	ME	04469	Unrelated	Public Charity	Scholarship	$3,125
University of Massachusetts - Boston
1 Individual Scholarship Award	Boston	MA	02125	Unrelated	Public Charity	Scholarship	$1,000
University of Miami
2 Individual Scholarship Awards	Coral Gables	FL	33124	Unrelated	Public Charity	Scholarship	$2,875
University of New Hampshire
2 Individual Scholarship Awards	Durham	NH	03824	Unrelated	Public Charity	Scholarship	$2,000
University of New Haven
7 Individual Scholarship Awards	West Haven	CT	06516	Unrelated	Public Charity	Scholarship	$10,000
University of Pittsburgh
1 Individual Scholarship Award	Pittsburgh	PA	15260	Unrelated	Public Charity	Scholarship	$500
University of Rhode Island
3 Individual Scholarship Awards	Kingston	RI	02881	Unrelated	Public Charity	Scholarship	$5,500
University of Rochester
1 Individual Scholarship Award	Rochester	NY	14604	Unrelated	Public Charity	Scholarship	$1,500
University of Saint Joseph
18 Individual Scholarship Awards	West Hartford	CT	06117	Unrelated	Public Charity	Scholarship	$26,000
University of Scranton
1 Individual Scholarship Award	Scranton	PA	18510	Unrelated	Public Charity	Scholarship	$2,125
University of South Carolina
2 Individual Scholarship Awards	Columbia	SC	29208	Unrelated	Public Charity	Scholarship	$5,375
University of Southern California
1 Individual Scholarship Award	Los Angeles	CA	90089	Unrelated	Public Charity	Scholarship	$1,500
University of Vermont
2 Individual Scholarship Awards	Burlington	VT	05405	Unrelated	Public Charity	Scholarship	$2,875
University of Virginia
1 Individual Scholarship Award	Charlottesville	VA	22904	Unrelated	Public Charity	Scholarship	$1,000
Valencia College
2 Individual Scholarship Awards	Orlando	FL	32811	Unrelated	Public Charity	Scholarship	$1,000
Wentworth Institute of Technology
1 Individual Scholarship Award	Boston	MA	02115	Unrelated	Public Charity	Scholarship	$625
Wesleyan University
2 Individual Scholarship Awards	Middletown	CT	06459	Unrelated	Public Charity	Scholarship	$2,750
Western Connecticut State Universit
9 Individual Scholarship Awards	Danbury	CT	06810	Unrelated	Public Charity	Scholarship	$12,500
Western New England University
2 Individual Scholarship Awards	Springfield	MA	01119	Unrelated	Public Charity	Scholarship	$4,500
Wheelock College
1 Individual Scholarship Award	Boston	MA	02215	Unrelated	Public Charity	Scholarship	$2,000
William Jewell College
1 Individual Scholarship Award	Liberty	MO	64068	Unrelated	Public Charity	Scholarship	$1,500
Winston Salem State University
1 Individual Scholarship Award	Winston Salem	NC	27110	Unrelated	Public Charity	Scholarship	$2,250
Worcester Polytechnic Institute
7 Individual Scholarship Awards	Worcester	MA	01609	Unrelated	Public Charity	Scholarship	$14,625
Yale University
1 Individual Scholarship Award	New Haven	CT	06520	Unrelated	Public Charity	Scholarship	$125
Bridge Family Center
1022 Farmington Ave	West Hartford	CT	06107	Unrelated	Public Charity	2016 Summer Internship	$4,584
Capitol Region Education Council
111 Charter Oak Ave	Hartford	CT	06106	Unrelated	Public Charity	2016 Summer Internship	$4,584
Children's Law Center of Connecticut
30 Arbor Street North Building 4th	Hartford	CT	06106	Unrelated	Public Charity	2016 Summer Internship	$4,584	Fl
Community Mental Health Affiliates
270 John Downey Drive	New Britain	CT	06051	Unrelated	Public Charity	2016 Summer Internship	$1,226
CPEP
211 South Main Street	Middletown	CT	06457	Unrelated	Public Charity	2016 Summer Internship	$4,584
FoodShare Inc
450 Woodland Avenue	Bloomfield	CT	06002	Unrelated	Public Charity	2016 Summer Internship	$4,584
Friends of Dinosaur Park and Arboretum Inc
400 West Street	Rocky Hill	CT	06067	Unrelated	Public Charity	2016 Summer Internship	$4,584
Hospital for Special Care Foundation
2150 Corbin Avenue	New Britain	CT	06053	Unrelated	Public Charity	2016 Summer Internship	$4,584
Human Resources Agency
180 Clinton Street	New Britain	CT	06053	Unrelated	Public Charity	2016 Summer Internship	$4,584
New Britain Museum of American Art
56 Lexington St	New Britain	CT	06052	Unrelated	Public Charity	2016 Summer Internship	$4,584
Opportunities Industrialization Center
114 North Street	New Britain	CT	06053	Unrelated	Public Charity	2016 Summer Internship	$4,584
PathwaysSenderos Center
43 Viets Street	New Britain	CT	06053	Unrelated	Public Charity	2016 Summer Internship	$4,584
Staywell Health Center
80 Phoenix Avenue	Waterbury	CT	06702	Unrelated	Public Charity	2016 Summer Internship	$4,584
Urban Oaks Community Roots Inc
117 W Main Street	New Britain	CT	06051	Unrelated	Public Charity	2016 Summer Internship	$4,584
Waterbury Symphony
PO Box 1762	Waterbury	CT	06721	Unrelated	Public Charity	2016 Summer Internship	$4,584
Waterbury Youth Services
83 Prospect Street	Waterbury	CT	06702	Unrelated	Public Charity	2016 Summer Internship	$4,584
Wellmore
141 East Main Street - 4 Floor	Waterbury	CT	06702	Unrelated	Public Charity	2016 Summer Internship	$4,584
YMCA of Greater Waterbury
136 West Main Street	Waterbury	CT	06702	Unrelated	Public Charity	2016 Summer Internship	$4,584

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$3,390,393	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$7,334	ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$1,443,110	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$89,512	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$1,539,956	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$1,539,956	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 (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ACCOUNTING FEES	$24,075	$8,185	$15,890
Bookkeeping fees	$46,537	$15,823	$30,714

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (35 entries)

PropertyPropertyDesc	AcquiredAcquiredDt	Cost Or Other BasisCostOrOtherBasisAmt	Prior Year DepreciationPriorYearDepreciationAmt	Computation MethodComputationMethodTxt	LifeLifeRt	Current Year ExpenseCurrentYearExpenseAmt	Net Investment IncomeNetInvestmentIncomeAmt
furniture- foundation	2000-12-15	$8,908	$8,908	SL	7.000000000000	$0	$0
furniture- iiet bldg move	2001-09-15	$16,456	$16,456	SL	7.000000000000	$0	$0
furniture- reception area	2002-03-01	$1,285	$1,285	SL	7.000000000000	$0	$0
telephone system	2003-02-25	$3,717	$3,717	SL	7.000000000000	$0	$0
kyocera fax machine	2003-02-25	$925	$925	SL	7.000000000000	$0	$0
furniture directors office	2003-04-03	$7,935	$7,935	SL	7.000000000000	$0	$0
furniture receptionist	2003-05-07	$3,262	$3,262	SL	7.000000000000	$0	$0
file cabinets	2003-06-05	$2,507	$2,507	SL	7.000000000000	$0	$0
directors furniture	2000-03-24	$12,074	$12,074	SL	7.000000000000	$0	$0
DIRECTORS FURNITURE	2004-05-21	$663	$663	SL	7.000000000000	$0	$0
FILING CABINET	2006-03-06	$1,034	$1,034	SL	7.000000000000	$0	$0
Software - Bromelkamp	2007-01-19	$1,500	$1,500	SL	3.000000000000	$0	$0
Transfer Enterprises	2008-01-14	$2,419	$2,419	SL	7.000000000000	$0	$0
Copier	2009-01-14	$3,567	$3,567	SL	7.000000000000	$0	$0
Computers	2010-03-03	$2,760	$2,760	SL	5.000000000000	$0	$0
Server Upgrade	2010-09-01	$1,950	$1,950	SL	3.000000000000	$0	$0
Furniture	2011-06-20	$500	$320	SL	7.000000000000	$71	$0
Furniture	2011-06-30	$229	$149	SL	7.000000000000	$33	$0
FUrniture	2012-09-10	$565	$269	SL	7.000000000000	$81	$0
COMPUTER SOftware	2012-01-25	$155	$155	SL	5.000000000000	$0	$0
COMPUTER SYSTEM	2012-01-25	$3,662	$2,928	SL	5.000000000000	$732	$0
COMPUTER UPGRADE PROJECT	2012-05-03	$1,116	$818	SL	5.000000000000	$223	$0
NETWORK SWITCH FIREWALL	2012-07-17	$1,114	$773	SL	5.000000000000	$223	$0
Work Stations	2013-03-23	$1,793	$725	SL	7.000000000000	$256	$0
IPads and Cases	2013-02-13	$1,096	$639	SL	5.000000000000	$219	$0
Server	2013-03-22	$7,557	$4,288	SL	5.000000000000	$1,511	$0
SERVER	2013-06-12	$2,809	$1,452	SL	5.000000000000	$562	$0
Printer/Copier	2014-01-06	$6,816	$2,726	SL	5.000000000000	$1,363	$0
desk/workstation	2015-05-15	$3,104	$296	SL	7.000000000000	$443	$0
computer/monitor	2015-05-19	$2,134	$478	SL	3.000000000000	$711	$0
comPUTER SOftware	2015-09-10	$1,236	$137	SL	3.000000000000	$412	$0
Kitchen renovation	2016-03-03	$9,840		SL	5.000000000000	$1,640	$0
DATABASE UPGRADE	2016-08-01	$7,140		SL	3.000000000000	$992	$0
ADDITIONAL SERVER DRIVERS	2016-09-12	$2,108		SL	3.000000000000	$234	$0
DATABASE PROJECT	2016-09-22	$153		SL	3.000000000000	$18	$0

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	Medium ExplanationMediumExplanationTxt
PART VII-B QUESTION 1A(4)	The foundation pays compensation to the President/CEO who is a disqualified person. This meets the definition of self dealing and as such, Part VII-B Question 1a(4) has been answered yes. However, the compensation paid for this service is reasonable and not excessive. The payment does not fail to qualify as an exception and, therefore, Part VII-B question 1b has been answered no.
PART XV QUESTION 2b, 2c, 2d	SCHOLARSHIP PROCEDURES THE AMERICAN SAVINGS FOUNDATION AWARDS SCHOLARSHIPS TO STUDENTS ENROLLED IN OR ENTERING A TWO-YEAR OR FOUR-YEAR COLLEGE OR UNIVERSITY OR AN ACCREDITED TECHNICAL/VOCATIONAL PROGRAM. APPLICANTS MUST BE FULL-TIME RESIDENTS OF ONE OF THE 64 TOWNS SERVED BY AMERICAN SAVINGS BANK PRIOR TO ITS ACQUISITION BY BANKNORTH CT (FEBRUARY 2003), WHICH CORRESPONDS TO THE BANK'S OFFICIAL COMMUNITY REINVESTMENT ACT ("CRA") TERRITORY AS OF THAT DATE. AN APPLICANT IS REQUIRED TO BE EITHER A U.S. CITIZEN, A NON-U.S. CITIZEN WHO IS ABLE TO APPLY FOR FEDERAL STUDENT AID; OR A PERSON THAT HAS BEEN GRANTED "DEFERRED ACTION FOR CHILDHOOD ARRIVALS" (OR "DACA") STATUS. THE FOUNDATION PROVIDES INFORMATION CONCERNING THE SCHOLARSHIPS TO HIGH SCHOOL GUIDANCE COUNSELORS, PUBLIC LIBRARIES, SOCIAL SERVICE ORGANIZATIONS, YOUTH GROUPS, AND MEDIA OUTLETS IN THE SERVICE AREA.SCHOLARSHIPS ARE AWARDED PRIMARILY BASED ON FINANCIAL NEED, WITH CONSIDERATION ALSO GIVEN TO ACADEMIC POTENTIAL, CITIZENSHIP, AND COMMUNITY INVOLVEMENT. APPLICANTS SHOULD HAVE A MINIMUM 2.5 GPA. APPLICANTS MAY REAPPLY FOR UP TO A TOTAL OF FOUR ACADEMIC YEARS. THE FOUNDATION AWARDS A SMALL NUMBER OF GRADUATE SCHOOL SCHOLARSHIPS; ONLY STUDENTS WHO HAVE RECEIVED THE AMERICAN SAVINGS FOUNDATION SCHOLARSHIP AS UNDERGRADUATES ARE ELIGIBLE TO APPLY. PRIORITY IS GIVEN TO STUDENTS PURSUING A MASTER'S DEGREE IN EDUCATION OR SOCIAL SERVICE, AND WHO ARE ATTENDING GRADUATE SCHOOL IN THE STATE OF CONNECTICUT. THE FOUNDATION ALSO HAS A "SPECIAL SCHOLARSHIPS" PROGRAM WHICH ACCEPTS APPLICATIONS FROM STUDENTS WHO DID NOT MEET THE GPA REQUIREMENT TO APPLY FOR THE GENERAL SCHOLARSHIP DURING THE OPEN APPLICATION PERIOD. THESE APPLICANTS MUST HAVE COMPLETED A HIGH QUALITY COLLEGE PREPARATION PROGRAM (FOR EXAMPLE, CONNCAP AT CCSU) OR OTHERWISE DEMONSTRATE THAT THEY ARE PREPARED TO BE SUCCESSFUL IN COLLEGE OR CAREER TRAINING. AT THE DISCRETION OF THE FOUNDATION, THESE AWARDS MAY BE APPROVED FOR USE AT A VOCATIONAL TRAINING PROGRAM THAT ARE NOT ACCREDITED OR TITLE IV ELIGIBLE, PROVIDED THAT THE PROGRAM IS AN EDUCATIONAL INSTITUTION THAT NORMALLY RETAINS A REGULAR FACULTY AND CURRICULUM, AS DESCRIBED IN SECTION 170(B)(1)(A)(II) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED. THE BOARD OF DIRECTORS OF THE FOUNDATION (THE "BOARD") VOTES TO APPROVE A TOTAL BUDGET FOR SCHOLARSHIPS EACH YEAR. THE BOARD DELEGATES THE RESPONSIBILITY FOR MANAGING THE PROGRAM TO THE FOUNDATION STAFF. THE BOARD ALSO DELEGATES THE RESPONSIBILITY FOR REVIEWING AND EVALUATING SCHOLARSHIP APPLICATIONS AND SELECTING RECIPIENTS TO THE SCHOLARSHIP COMMITTEE (THE "COMMITTEE"). THE COMMITTEE CONSISTS OF NO FEWER THAN NINE PERSONS, AT LEAST THREE OF WHOM ARE MEMBERS OF THE BOARD. THE CHAIR OF THE SCHOLARSHIP COMMITTEE SHALL BE A MEMBER OF THE BOARD, AND MAY BE THE PRESIDENT. THE COMMITTEE IS RESPONSIBLE FOR ESTABLISHING RULES AND PROCEDURES FOR APPLICANTS; REVIEWING AND ANALYZING SCHOLARSHIP APPLICATIONS; IDENTIFYING SCHOLARSHIP RECIPIENTS WITHIN THE COMMUNITIES SERVED BY THE FOUNDATION; MAKING SCHOLARSHIP AWARDS WITHIN A BUDGET APPROVED BY THE BOARD; AND REPORTING ITS RECOMMENDATIONS TO THE BOARD.TO ENSURE THAT AN OBJECTIVE DECISION CAN BE REACHED ON EACH APPLICATION, THE COMMITTEE USES A BLIND REVIEW PROCESS. THE FOUNDATION'S STAFF PROCESSES THE APPLICATIONS AND REMOVES ANY IDENTIFYING INFORMATION PRIOR TO FORWARDING THEM TO THE COMMITTEE. COMMITTEE MEMBERS ARE INSTRUCTED TO REPORT ANY INSTANCE WHERE THEY ARE ABLE TO IDENTIFY THE APPLICANT BASED ON THE INFORMATION PROVIDED. IN SUCH CASES, THAT REVIEWER ABSTAINS FROM REVIEW, DISCUSSION, AND VOTING ON THAT APPLICANT. APPLICATIONS ARE REVIEWED PRIMARILY BASED ON FINANCIAL NEED. APPLICATIONS THAT DO NOT MEET A FINANCIAL NEEDS TEST MAY NOT BE FORWARDED TO THE COMMITTEE. A SMALL PORTION OF THE ANNUAL SCHOLARSHIP BUDGET AMOUNT MAY BE DISTRIBUTED TO QUALIFIED COLLEGES OR UNIVERSITIES, TO BE AWARDED AS FINANCIAL SUPPORT TO STUDENTS ATTENDING THESE INSTITUTIONS. EACH INSTITUTION IS RESPONSIBLE FOR THE MANAGEMENT OF THE SCHOLARSHIP DOLLARS AND SELECTS THE RECIPIENTS. HOWEVER, CERTAIN CRITERIA MUST BE MET BY EACH RECIPIENT, INCLUDING GEOGRAPHICAL LOCATION AND FINANCIAL NEED, FOLLOWING THE OVERALL AMERICAN SAVINGS FOUNDATION SCHOLARSHIP PROGRAM GUIDELINES. MOST SCHOLARSHIP FUNDS ARE DISTRIBUTED IN TWO INSTALLMENTS, ONE-HALF AT THE BEGINNING OF THE FALL SEMESTER AND ONE-HALF AT THE BEGINNING OF THE SPRING SEMESTER. EACH SCHOLARSHIP RECIPIENT MUST SUBMIT INFORMATION TO THE FOUNDATION VERIFYING SUCH RECIPIENT'S CONTINUED ENROLLMENT AT THE COLLEGE, UNIVERSITY OR OTHER EDUCATIONAL INSTITUTION IN ORDER TO RECEIVE EACH INSTALLMENT. A RECIPIENT'S FAILURE TO PROVIDE THIS WILL PROMPT AN INQUIRY BY THE FOUNDATION, AND PENDING RECEIPT OF SUCH INFORMATION, PAYMENT OF ANY UNPAID INSTALLMENT WILL BE HELD. IN THE EVENT IT IS DISCOVERED THAT SCHOLARSHIP FUNDS ARE NOT BEING USED FOR THEIR INTENDED EXEMPT PURPOSE, THE FOUNDATION WILL TAKE APPROPRIATE ACTION TO RECOVER ANY DIVERTED FUNDS. THE FOUNDATION MAY TERMINATE A SCHOLARSHIP FOR CAUSE IF A RECIPIENT IS FOUND TO HAVE VIOLATED HIS OR HER EDUCATIONAL INSTITUTION'S CODE OF CONDUCT, OR IF HE/SHE IS CONVICTED OF A CRIME. SCHOLARSHIP RECIPIENTS MAY REAPPLY FOR UP TO A TOTAL OF FOUR YEARS OF UNDERGRADUATE EDUCATION. RENEWAL APPLICATIONS MUST BE SUBMITTED BETWEEN APRIL 1 AND JUNE 31, ARE REVIEWED DURING THE SUMMER. RENEWAL APPLICATIONS ARE REVIEWED BY THE COMMITTEE FOLLOWING THE SAME CRITERIA AND PROCEDURES OUTLINED ABOVE. FIRST TIME RECIPIENTS WHO APPLY AS HIGH SCHOOL SENIORS WILL BE AWARDED 2-YEAR COLLEGE SCHOLARSHIPS. THESE AWARDS WILL BE PAID IN FOUR INSTALLMENTS CONTINGENT UPON REVIEW OF THE SCHOLAR'S ENROLLMENT STATUS, ACADEMIC ACHIEVEMENT AND CONTINUED FINANCIAL NEED. AFTER THE INITIAL TWO-YEAR AWARD IS COMPLETED, STUDENTS MAY APPLY FOR ONE-YEAR RENEWALS FOR THEIR JUNIOR AND SENIOR YEARS. STUDENTS MUST MAINTAIN A MINIMUM 2.5 GPA TO RECEIVE EACH INSTALLMENT. AT THE DISCRETION OF THE FOUNDATION, A STUDENT WHO HAS FAILED TO MEET THE GPA REQUIREMENT OR ANY OTHER REQUIREMENT OF THE SCHOLARSHIP MAY BE PLACED ON PROBATION. WHEN ON PROBATION, THE STUDENT WILL BE GIVEN CLEAR ACADEMIC GOALS TO ACHIEVE IN ORDER TO RECEIVE ANY REMAINING INSTALLMENTS. NEW AND RENEWAL APPLICATIONS MAY BE SUBMITTED ONLINE. THE ONLINE APPLICATION REQUIRES THE SAME INFORMATION AS THE PAPER APPLICATIONS. ALL APPLICANTS MUST SUPPLY ORIGINAL DOCUMENTATION, INCLUDING A COPY OF THE APPLICANT'S STUDENT AID REPORT AND TRANSCRIPTS. AN APPLICANT WHO HAS BEEN APPROVED FOR DACA STATUS MUST ALSO PROVIDE A VALID EMPLOYMENT AUTHORIZATION CARD AS EVIDENCE OF SUCH APPROVAL.BEGINNING IN 2008, THE FOUNDATION WILL AWARD APPROXIMATELY 10 SCHOLARSHIPS TO EMPLOYEES OF MEMBER AGENCIES OF THE NEW BRITAIN YOUTH NETWORK TO HELP THEM PURSUE THE CREDENTIAL IN AFTER SCHOOL EDUCATION AT CHARTER OAK COLLEGE. THE NETWORK CONSISTS OF 28 NONPROFIT AGENCIES THAT PROVIDE SERVICES TO YOUTH IN THE CITY OF NEW BRITAIN. THE NETWORK WAS FORMED AS PART OF THE FOUNDATION'S NEW BRITAIN AFTER SCHOOL INITIATIVE, WHICH IS DESIGNED TO EXPAND AFTER-SCHOOL PROGRAMS IN THE CITY AND TO IMPROVE PROGRAM QUALITY. ANY EMPLOYEE OF A MEMBER AGENCY MAY APPLY. PRIORITY WILL BE GIVEN TO EMPLOYEES WHO ARE CURRENTLY WORKING IN AFTER-SCHOOL PROGRAMS. SCHOLARSHIP RECIPIENTS WILL PURSUE THE CREDENTIAL IN AFTER SCHOOL EDUCATION. SCHOLARSHIP AWARDS WILL PROVIDE PARTIAL FUNDING FOR THE PROGRAM COSTS, STRUCTURED SO THAT THE STUDENT'S PORTION OF THE COST WILL DECREASE AS HE OR SHE SUCCESSFULLY PROGRESSES THROUGH THE CREDENTIAL PROGRAM. STUDENTS WILL EARN COLLEGE-LEVEL CREDITS WHICH CAN BE APPLIED TO A BACHELOR'S DEGREE. THIS WILL BE A COMPETITIVE APPLICATION PROCESS. APPLICATIONS WILL BE REVIEWED BY THE ASF SCHOLARSHIPS COMMITTEE USING A BLIND APPLICATION PROCESS. THE FOUNDATION RETAINS RECORDS SUBMITTED BY THE SCHOLARSHIP RECIPIENTS AND THEIR EDUCATIONAL INSTITUTIONS. IN ADDITION, THE FOUNDATION ENSURES THAT NO RECIPIENT OF A SCHOLARSHIP FROM THE FOUNDATION IS A "DISQUALIFIED PERSON" WITHIN THE MEANING OF SECTION 4946(A)(1) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED, WITH RESPECT TO THE FOUNDATION.
PART IX-A, LINES 1, 2, AND 3	Robert T. Kenney Scholarship Program $ 112,504The American Savings Foundation operates the Robert T. Kenney Scholarship Program, which in 2016 awarded $701,066 in scholarships to 393 students. The Foundation provides additional support and guidance to scholarship applicants and recipients, such as advice on applying for financial aid and other available scholarships. The Foundation conducts a paid summer internship program, providing career-oriented jobs for scholarship recipients, totaling $79,154. The Foundation participates in financial aid information sessions with other scholarship providers for guidance counselors, parents, and youth program participants in Waterbury, New Britain, and the surrounding towns. As part of our outreach work, the Foundation hosts College Goal Sunday New Britain, covering all direct expenses for the site held at New Britain High School. Volunteers from universities and youth programs work with families to complete the FAFSA. In 2016 the Foundation hosted this event twice due to a change in when the FAFSA may be filed. In 2016, the Foundation also joined with the National Scholarship Providers Association to host a free regional day of workshops. Scholarship professionals from Connecticut and throughout New England participated to learn industry trends and emerging best practices. Direct support for youth programs - $7,815In 2005, the American Savings Foundation launched a strategic initiative to address the interconnected issues of academic achievement, the drop-out rate, and the teen pregnancy rate in New Britain. While the initiative has wound down, the Foundation continues to cover the cost of an online database system that New Britain after-school programs which the Foundation funds use to track attendance. The evolution of a common system has provided significant improvement in tracking attendance of all students, and helping to make sure students who have the most need are being served. In 2016, the Foundation supported custom training to improve utilization of the data.

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (5 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
Commonfund Inst Multi-Strategy Equity Fund	FMV	$21,045,375	$21,045,375
TIFF MAF Mutual Fund	FMV	$29,966,454	$29,966,454
GMO Benchmark-Free Allocation Fund-III	FMV	$18,574,893	$18,574,893
Commonfund Multi-Strategy Bond Investors LLC	FMV	$5,870,964	$5,870,964
Commonfund Instl Multi-Strat Commodities Series 1	FMV	$0	$0

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (42 entries)

Category Or ItemCategoryOrItemTxt	Cost Or Other BasisCostOrOtherBasisAmt	Accumulated DepreciationAccumulatedDepreciationAmt	Book ValueBookValueAmt
iiet bldg buildout	$46,683	$46,683	$0
iiet bldg buildout	$30,689	$30,689	$0
furniture- foundation	$8,908	$8,908	$0
furniture- iiet bldg move	$16,456	$16,456	$0
Leasehold improvements	$2,922	$2,922	$0
leasehold improvements	$2,350	$2,350	$0
leasehold improvements	$1,350	$1,350	$0
leasehold improvements- sign	$2,290	$2,290	$0
leasehold improvements- sign	$1,050	$1,050	$0
furniture- reception area	$1,285	$1,285	$0
telephone system	$3,717	$3,717	$0
kyocera fax machine	$925	$925	$0
furniture directors office	$7,935	$7,935	$0
furniture receptionist	$3,262	$3,262	$0
file cabinets	$2,507	$2,507	$0
directors furniture	$12,074	$12,074	$0
DIRECTORS FURNITURE	$663	$663	$0
FILING CABINET	$1,034	$1,034	$0
Software - Bromelkamp	$1,500	$1,500	$0
Transfer Enterprises	$2,419	$2,419	$0
Copier	$3,567	$3,567	$0
Computers	$2,760	$2,760	$0
Server Upgrade	$1,950	$1,950	$0
Furniture	$500	$391	$109
Furniture	$229	$182	$47
FUrniture	$565	$350	$215
COMPUTER SOftware	$155	$155	$0
COMPUTER SYSTEM	$3,662	$3,660	$2
COMPUTER UPGRADE PROJECT	$1,116	$1,041	$75
NETWORK SWITCH FIREWALL	$1,114	$996	$118
Work Stations	$1,793	$981	$812
IPads and Cases	$1,096	$858	$238
Server	$7,557	$5,799	$1,758
SERVER	$2,809	$2,014	$795
Printer/Copier	$6,816	$4,089	$2,727
desk/workstation	$3,104	$739	$2,365
computer/monitor	$2,134	$1,189	$945
comPUTER SOftware	$1,236	$549	$687
Kitchen renovation	$9,840	$1,640	$8,200
DATABASE UPGRADE	$7,140	$992	$6,148
ADDITIONAL SERVER DRIVERS	$2,108	$234	$1,874
DATABASE PROJECT	$153	$18	$135

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	LEGAL FEES	CategoryTxt
Legal Fees	$18,451	LegalFeesAmt
Net Investment Income	$7,663	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$10,788	DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDesc	BOY Book ValueBOYBookValueAmt	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
Rabbi Trust 457(f)	$600,036	$0	$0
Rabbi Trust 457(b)	$99,211	$99,212	$99,212

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
aSSET MANAGEMENT FEES	$87,369	$87,369	$0
COMMUNICATIONS	$14,385	$1,025	$13,360
dues and memberships	$9,230	$78	$9,152
Events and meetings	$47,540	$393	$47,148
insurance	$7,203	$1,225	$5,978
licenses and fees	$20,252	$3,443	$16,809
miscellaneous	$986	$412	$574
postage and delivery	$5,239	$1,426	$3,813
repairs	$3,344	$568	$2,776
subscriptions	$493	$99	$394
supplies	$3,757	$639	$3,120
telephone	$5,766	$980	$4,786

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	UNREALIZED GAIN ON INVESTMENTS	Desc
Amt	$2,337,712	Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDesc	BOY Book ValueBOYBookValueAmt	EOY Book ValueEOYBookValueAmt
Rabbi Trust 457(F)	$600,036	$0
Rabbi Trust 457(b)	$99,211	$99,212

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	GRANTS INITIATIVE - PROFESSIONAL FEES	CategoryTxt
Amt	$7,815	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$7,815	DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Payroll taxes	$33,965	$5,002	$28,963
excise taxes	$10,000	$0	$0