LIBERTY BANK FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- LIBERTY BANK FOUNDATION (EIN 06-1479957)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-08-10
- IRS object ID
- 201622239349101002
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-08-10T14:58:51-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | 2016-07-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANDREW G ANDREWS | PreparerPersonNm |
| PTIN | P00634334 | PTIN |
| Phone | 8605223111 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,102,016 | 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 | $695,683 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $292,488 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $292,488 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $271,199 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $13,911,527 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $271,199 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,259,370 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $563,687 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $183,395 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $12,125 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $171,270 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $111,243 | 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 | $111,243 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,875 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $4,875 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $124,594 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $124,594 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,442 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $122,547 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $559,971 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $141,594 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $287,388 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $692,415 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $732,415 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,252,386 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $141,594 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,019,803 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,984 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $422,093 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $418,338 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $303,277 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $303,277 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses EOY | $31,558 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $31,558 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $13,182,154 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $12,767,181 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $12,767,181 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $13,600,492 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,102,016 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,102,016 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $25,257 | AccountsPayableBOYAmt |
| Grants Payable BOY | $40,000 | GrantsPayableBOYAmt |
| Total Liabilities BOY | $65,257 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $13,535,235 | UnrestrictedBOYAmt |
| Unrestricted EOY | $13,102,016 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,535,235 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,102,016 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,600,492 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,102,016 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,535,235 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,984 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $13,542,219 | SubtotalAmt |
| Other Decreases | $440,203 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $13,102,016 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - SHORT | $11,616,625 | $11,619,747 | -$3,122 | -$3,122 |
| PUBLICLY TRADED SECURITIES - LONG | $2,294,902 | $2,020,581 | $274,321 | $274,321 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $271,199 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,066,545 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $12,323,777 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.086544 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,150,781 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $10,139,502 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.113495 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $834,549 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $9,328,959 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.089458 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $859,009 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,572,869 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.089734 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $722,284 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $9,439,675 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.076516 | DistributionYr5Rt |
| Total Distribution | 0.455747 | TotalDistributionRt |
| Average Distribution | 0.091149 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $14,140,852 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,288,925 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,221 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,293,146 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,019,803 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,442 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,442 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,442 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $40,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $40,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $31,558 | OverpaymentAmt |
| Applied To ES Tax | $10,000 | AppliedToESTaxAmt |
| Refund | $21,558 | 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.LIBERTY-BANK.COM/FOUNDATION | 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 | 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 |
| 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 |
| WILLARD MCRAE | ||||||||
| 315 MAIN STREET | MIDDLETOWN | CT | 06457 | DIRECTOR | 1.20 | $4,000 | $0 | $0 |
| CATINA CABAN-OWEN | ||||||||
| 315 MAIN STREET | MIDDLETOWN | CT | 06457 | DIRECTOR | 1.20 | $4,000 | $0 | $0 |
| WILFREDO NIEVES | ||||||||
| 315 MAIN STREET | MIDDLETOWN | CT | 06457 | DIRECTOR | 1.20 | $4,000 | $0 | $0 |
| THOMAS J PASTORELLO | ||||||||
| 315 MAIN STREET | MIDDLETOWN | CT | 06457 | DIRECTOR | 1.20 | $0 | $0 | $0 |
| 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 | $159,145 | $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 | $13,734,134 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $590,503 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $31,558 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,356,195 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,356,195 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $215,343 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,140,852 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $707,043 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $707,043 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,442 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,442 | TotalTaxAmt |
| Distributable Before Adj | $698,601 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $698,601 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $698,601 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,019,803 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,019,803 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,019,803 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $698,601 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $262,722 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $390,078 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $384,189 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $660,432 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $485,613 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,183,034 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,019,803 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $698,601 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $321,202 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,504,236 | 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 | $262,722 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,241,514 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $390,078 | ExcessFromYear4Amt |
| Excess From Year3 | $384,189 | ExcessFromYear3Amt |
| Excess From Year2 | $660,432 | ExcessFromYear2Amt |
| Excess From Year1 | $485,613 | ExcessFromYear1Amt |
| Excess From Current Year | $321,202 | 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 (119 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ACCESS AGENCY INC | |||||||
| 1315 MAIN STREET SUITE 2 | WILLIMANTIC | CT | 06226 | PC | TO SUPPORT THE ACCESS TO EMPLOYMENT PROGRAM | $5,050 | |
| AMITY TEEN CENTER INC | |||||||
| PO BOX 3671 | WOODBRIDGE | CT | 06525 | PC | TO SUPPORT AN AFTER-SCHOOL TUTORING AND ENRICHMENT PROGRAM FOR NEW HAVEN PUBLIC SCHOOL YOUTH IN GRADES 6-12 | $5,000 | |
| BEAT THE STREET COMMUNITY CENTER INC | |||||||
| 121 SOUTH COLONY STREET | MERIDEN | CT | 06450 | PC | TO SUPPORT THE CAREER EXPLORER PROGRAM | $3,000 | |
| BEULAH LAND DEVELOPMENT CORPORATION | |||||||
| 774 ORCHARD STREET | NEW HAVEN | CT | 06511 | PC | TO EXPAND THE CAPACITY OF THE AGENCY TO DEVELOP MORE AFFORDABLE HOUSING BY EXPANDING THE CHIEF OPERATING OFFICE/PROGRAM MANAGER POSITION TO FULL TIME | $10,000 | |
| BLESSINGS IN A BACKPACK WILLIMANTIC | |||||||
| 179 WALNUT STREET | WILLIMANTIC | CT | 06226 | PC | TO SUPPORT THE BLESSINGS IN A BACKPACK WEEKEND NUTRITION PROGRAM | $2,000 | |
| BOYS & GIRLS CLUB OF BRISTOL FAMILY CENTER | |||||||
| 255 WEST STREET | BRISTOL | CT | 06010 | PC | TO SUPPORT POWER HOUR, A PROGRAM TO HELP DRIVE ACADEMIC SUCCESS FOR SCHOOL-AGE YOUTH | $5,000 | |
| BOYS & GIRLS CLUB OF MERIDEN | |||||||
| 15 LINCOLN STREET | MERIDEN | CT | 06450 | PC | TO SUPPORT THE AFTER-SCHOOL MENTORING PROGRAM | $5,000 | |
| BOYS & GIRLS CLUB OF NEW BRITAIN INC | |||||||
| 150 WASHINGTON STREET | NEW BRITAIN | CT | 06051 | PC | TO SUPPORT THE POWER HOUR/HOMEWORK CLUB PROGRAM | $3,000 | |
| BOYS & GIRLS CLUB OF SOUTHEASTERN CT | |||||||
| PO BOX 1849 | NEW LONDON | CT | 06320 | PC | TO SUPPORT PROJECT LEARN | $4,000 | |
| BUSINESS INDUSTRY FOUNDATION OF MIDDLESEX COUNTY | |||||||
| 393 MAIN STREET | MIDDLETOWN | CT | 06457 | PC | TO SUPPORT THE HAL KAPLAN MIDDLETOWN MENTOR PROGRAM | $4,300 | |
| CAPITAL COMMUNITY COLLEGE | |||||||
| 950 MAIN STREET | HARTFORD | CT | 06103 | PC | TO PROVIDE SCHOLARSHIPS FOR STUDENTS WITH FINANCIAL NEED ENTERING FROM LOCAL HIGH SCHOOLS | $4,000 | |
| CHRISTIAN COMMUNITY ACTION INC | |||||||
| 168 DAVENPORT AVENUE | NEW HAVEN | CT | 06519 | PC | TO SUPPORT PEOPLE EMPOWERING PEOPLE (PEP) IN NEW HAVEN | $2,500 | |
| CITY OF MERIDEN YOUTH SERVICES DIVISION | |||||||
| 165 MILLER STREET | MERIDEN | CT | 06450 | PC | TO SUPPORT SUMMER YOUTH EMPLOYMENT IN MERIDEN | $5,000 | |
| COLLEGE SUMMIT CONNECTICUT | |||||||
| 85 BROAD STREET 18TH FLOOR | NEW YORK | NY | 10004 | PC | TO SUPPORT COLLEGE ACCESS AND PREPARATION PROGRAMMING IN NEW HAVEN | $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 SUPPORT THE TECHNOLOGY AND CASCADE TRAINING PROGRAM | $3,600 | |
| CONNECTICUT ASSOCIATION FOR HUMAN SERVICES | |||||||
| 110 BARTHOLOMEW AVENUE SUITE 4030 | HARTFORD | CT | 06106 | PC | TO SUPPORT THE FAMILY ECONOMIC SUCCESS PROJECT | $7,500 | |
| CONNECTICUT CENTER FOR ARTS AND TECHNOLOGY (CONNCAT) | |||||||
| 4 SCIENCE PARK | NEW HAVEN | CT | 06511 | PC | TO SUPPORT THE ADULT CAREER TRAINING PROGRAMS IN NEW HAVEN. | $5,000 | |
| CONNECTICUT FOOD BANK | |||||||
| PO BOX 8686 | NEW HAVEN | CT | 06531 | PC | TO SUPPORT THE MIDDLETOWN KIDS BACKPACK PROGRAM | $5,000 | |
| CONNECTICUT INVENTION CONVENTION INC | |||||||
| PO BOX 230311 | HARTFORD | CT | 06123 | PC | TO SUPPORT CIC'S STEM PROGRAM AT NORTH WINDHAM SCHOOL | $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 | |
| CONSOLIDATED SCHOOL DISTRICT OF NEW BRITAIN | |||||||
| 272 MAIN STREET | NEW BRITAIN | CT | 06051 | PC | TO SUPPORT THE SUMMER ENRICHMENT EXPERIENCE | $3,000 | |
| COVENANT SHELTER OF NEW LONDON | |||||||
| PO BOX 1653 42 JAY STREET | NEW LONDON | CT | 06320 | PC | TO SUPPORT CASE MANAGEMENT SERVICES FOR RAPID RE-HOUSING AND SHELTER DIVERSION | $2,500 | |
| COVENANT SOUP KITCHEN | |||||||
| 220 VALLEY STREET | WILLIMANTIC | CT | 06226 | PC | TO SUPPORT THE ON-SITE MEALS PROGRAM | $5,000 | |
| CT COALITION TO END HOMELESSNESS | |||||||
| 257 LAWRENCE STREET | HARTFORD | CT | 06106 | PC | TO PROVIDE TECHNICAL ASSISTANCE AND COMMUNITY IMPACT SUPPORT TO THE COORDINATED ACCESS NETWORK SERVING MERIDEN, MIDDLESEX COUNTY, AND WALLINGFORD | $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 | |
| EASTCONN | |||||||
| 376 HARTFORD TURNPIKE | HAMPTON | CT | 06247 | PC | TO SUPPORT SUMMER YOUTH EMPLOYMENT IN EASTERN CT | $5,000 | |
| EASTERN AREA HEALTH EDUCATION CENTER | |||||||
| ONE SYLVANDALE ROAD | JEWETT CITY | CT | 06351 | PC | TO LAUNCH THE YOUTH HEALTH SERVICE CORPS (YHSC), A HEALTH CAREERS EXPLORATION AND SERVICE LEARNING PROGRAM AT NEW LONDON HIGH SCHOOL | $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 | |||||||
| 88 BASSETT ROAD | NORTH HAVEN | CT | 06473 | PC | TO PROVIDE SCHOLARSHIPS FOR STUDENTS WITH FINANCIAL NEED ENTERING FROM LOCAL HIGH SCHOOLS | $8,000 | |
| GEMMA E MORAN UNITED WAYLABOR FOOD CENTER | |||||||
| PO BOX 429 374 BROAD STREET | NEW LONDON | CT | 06320 | PC | TO PURCHASE PERISHABLE FOODS FOR THE MOBILE FOOD PANTRY | $5,000 | |
| GILEAD COMMUNITY SERVICES INC | |||||||
| PO BOX 1000 | MIDDLETOWN | CT | 06457 | PC | TO SUPPORT THE SHORELINE COMMUNITY APARTMENT PROGRAM | $3,000 | |
| GREATER NEW HAVEN COMMUNITY LOAN FUND INC | |||||||
| 171 ORANGE STREET SUITE 3 | NEW HAVEN | CT | 06510 | PC | TO SUPPORT THE COSTS ASSOCIATED WITH THE MERGER OF CONNECTICUT HOUSING INVESTMENT FUND , COMMUNITY CAPITAL FUND, AND GREATER NEW HAVEN COMMUNITY LOAN FUND | $10,000 | |
| HABITAT FOR HUMANITY OF EASTERN CT | |||||||
| 377 BROAD STREET | NEW LONDON | CT | 06320 | PC | TO SUPPORT THE REHABILITATION OF AN AFFORDABLE HOME AT 43 SUMMER STREET IN NEW LONDON | $5,000 | |
| HABITAT FOR HUMANITY OF GREATER NEW HAVEN | |||||||
| 37 UNION STREET | NEW HAVEN | CT | 06511 | PC | TO SUPPORT THE CONSTRUCTION OF AN AFFORDABLE HOME AT 84 CLIFTON STREET IN NEW HAVEN | $5,000 | |
| HOPE PARTNERSHIP INC | |||||||
| 191 MAIN STREET | OLD SAYBROOK | CT | 06475 | PC | TO SUPPORT THE AFFORDABLE HOUSING EDUCATION AND ADVOCACY PROJECT | $5,000 | |
| HORIZONS | |||||||
| PO BOX 323 | SOUTH WINDHAM | CT | 06266 | PC | TO SUPPORT THE TECHNOLOGY TO ENHANCE WORKFORCE SKILLS FOR HIGH SCHOOL STUDENTS PROGRAM | $2,500 | |
| HYGIENIC ARTS INC | |||||||
| 79 BANK STREET | NEW LONDON | CT | 06320 | PC | TO SUPPORT "DO THE WRITE THING," AN AFTER-SCHOOL CREATIVE WRITING PROGRAM FOR NEW LONDON MIDDLE SCHOOL STUDENTS | $3,000 | |
| IMAGINE NATION | |||||||
| ONE PLEASANT STREET | BRISTOL | CT | 06010 | PC | TO SUPPORT THE STEAM PROGRAM FOR PRESCHOOLERS | $2,500 | |
| 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 | |
| JEWISH FAMILY SERVICES OF GREATER HARTFORD | |||||||
| 333 BLOOMFIELD AVENUE SUITE A | WEST HARTFORD | CT | 06117 | PC | TO SUPPORT THE JEWISH EMPLOYMENT TRANSITION SERVICES (JETS) PROGRAM | $3,000 | |
| JUNIOR ACHIEVEMENT OF SOUTHWEST NEW ENGLAND INC | |||||||
| 70 FARMINGTON AVENUE | HARTFORD | CT | 06105 | PC | TO SUPPORT THE FINANCIAL LITERACY, WORKFORCE READINESS, AND ENTREPRENEURSHIP PROGRAMS AT MIDDLETOWN'S MACDONOUGH AND MOODY SCHOOLS | $5,000 | |
| 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 | |
| LAWRENCE & MEMORIAL HOSPITAL | |||||||
| 365 MONTAUK AVENUE | NEW LONDON | CT | 06320 | PC | TO SUPPORT THE CENTENNIAL CAMPAIGN TO BUILD A NEW CANCER CENTER IN WATERFORD | $8,000 | |
| LEAP INC | |||||||
| 31 JEFFERSON STREET | NEW HAVEN | CT | 06511 | PC | TO SUPPORT THE LEARNING TO CODE COMPUTER SCIENCE PROGRAM | $5,000 | |
| LIBERTY BANK DONALD B WILBUR SCHOLARSHIP | |||||||
| PO BOX 1212 | MIDDLETOWN | CT | 06109 | PC | TO FUND A SCHOLARSHIP FOR A STUDENT FROM LIBERTY BANK'S SERVICE AREA, IN HONOR OF FORMER LIBERTY BANK BOARD CHAIRMAN DONALD B. WILBUR | $1,000 | |
| LIBERTY BANK EARLY LITERACY GRANT PROGRAM | |||||||
| PO BOX 1212 | MIDDLETOWN | CT | 06109 | PC | TO SUPPORT EARLY LITERACY PROGRAMS IN K-3 SCHOOLS THROUGHOUT LIBERTY BANK'S MARKET AREA | $30,000 | |
| LIBERTY BANK FOUNDATION ADULT EDUCATION PROGRAM | |||||||
| 1190 SILAS DEANE HIGHWAY | WETHERSFIELD | CT | 06109 | PC | TO PROVIDE SCHOLARSHIPS FOR LOW/MODERATE-INCOME GRADUATES OF ADULT EDUCATION PROGRAMS WHO ARE GOING ON TO COLLEGE | $28,000 | |
| LIBERTY BANK FOUNDATION SCHOLARSHIPS | |||||||
| 1190 SILAS DEANE HIGHWAY | WETHERSFIELD | CT | 06109 | PC | TO PROVIDE SCHOLARSHIPS FOR LOW/MODERATE-INCOME STUDENTS THROUGHOUT LIBERTY'S SERVICE AREA | $23,500 | |
| LIBERTY BANK VOLUNTEER HALL OF FAME AWARD | |||||||
| 1190 SILAS DEANE HIGHWAY | WETHERSFIELD | CT | 06109 | PC | 2015 VOLUNTEER HALL OF FAME DONATION - MARK VICKERY | $1,000 | |
| LIBERTY BANKROTARY CLUB THANKSGIVING DINNER DRIVE | |||||||
| 1190 SILAS DEANE HIGHWAY | WETHERSFIELD | CT | 06109 | PC | TO MATCH FUNDS DONATED AT LIBERTY BANK BRANCHES TO PROVIDE THANKSGIVING DINNERS FOR NEEDY FAMILIES | $53,560 | |
| LIBERTY COMMUNITY SERVICES | |||||||
| 129 CHURCH STREET SECOND FLOOR | NEW HAVEN | CT | 06510 | PC | TO SUPPORT THE LIBERTY SHELTER DIVERSION PROGRAM. | $5,000 | SUITE 202 |
| LITERACY VOLUNTEERS OF CENTRAL CT INC | |||||||
| 20 HIGH STREET | NEW BRITAIN | CT | 06051 | PC | TO SUPPORT THE PARENTING FOR ACADEMIC SUCCESS (PAS) PROGRAM IN NEW BRITAIN | $2,500 | |
| LITERACY VOLUNTEERS OF GREATER NEW HAVEN | |||||||
| 4 SCIENCE PARK | NEW HAVEN | CT | 06511 | PC | TO EXPAND FREE LITERACY CLASSES TO ADULT LEARNERS IN NEW HAVEN, MERIDEN, AND WALLINGFORD | $5,000 | |
| LOCAL INITIATIVES SUPPORT CORPORATION | |||||||
| 75 CHARTER OAK AVENUE SUITE 2-250 | HARTFORD | CT | 06106 | PC | TO IMPROVE PRODUCTIVITY AND SUSTAINABILITY OF AFFORDABLE HOUSING DEVELOPERS THROUGHOUT LIBERTY BANK'S FOOTPRINT THROUGH CAPACITY BUILDING SERVICES AND INVESTMENTS | $5,000 | |
| MADONNA PLACE | |||||||
| 240 MAIN STREET | NORWICH | CT | 06360 | PC | TO SUPPORT THE FAMILY SCHOOL CONNECTION PROGRAM | $5,000 | |
| MARGARET GRIFFIN CHILD DEVELOPMENT CENTER OF SOUTHINGTON INC | |||||||
| 240 MAIN STREET | SOUTHINGTON | CT | 06489 | PC | TO SUPPORT A PARENT EDUCATION SERIES | $2,405 | |
| MARTIN HOUSE | |||||||
| 401 WEST THAMES STREET BLDG 700 | NORWICH | CT | 06360 | PC | TO SUPPORT THE ADULT EDUCATION AND EMPLOYMENT SUPPORTS PROGRAM | $5,000 | REAR WING PO BOX 857 |
| MASTER'S MANNA INC | |||||||
| 46 NORTH PLAINS INDUSTRIAL ROAD | WALLINGFORD | CT | 06492 | PC | TO PROVIDE BASIC HUMAN NEEDS TO SUPPORT LOW-INCOME INDIVIDUALS AND FAMILIES FROM WALLINGFORD AND SURROUNDING TOWNS | $5,000 | |
| MERCY HOUSING & SHELTER | |||||||
| 211 WETHERSFIELD AVENUE | HARTFORD | CT | 06114 | PC | TO SUPPORT THE MERCY SUPPORTIVE HOUSING SERVICES PROGRAM IN MIDDLESEX COUNTY | $5,000 | |
| MIDDLESEX COALITION FOR CHILDREN | |||||||
| 15 COLUMBUS AVENUE | MIDDLETOWN | CT | 06457 | PC | TO SUPPORT THE CONTINUED WORK OF THE COALITION AND THE SALARY OF ITS DIRECTOR | $3,000 | |
| MIDDLESEX COMMUNITY COLLEGE FOUNDATION INC | |||||||
| 100 TRAINING HILL ROAD | MIDDLETOWN | CT | 06457 | PC | TO PROVIDE SCHOLARSHIPS FOR STUDENTS WITH FINANCIAL NEED ENTERING FROM LOCAL HIGH SCHOOLS | $10,000 | |
| MIDDLESEX COUNTY COALITION ON HOUSING AND HOMELESSNESS | |||||||
| 100 RIVERVIEW CENTER SUITE 230 | MIDDLETOWN | CT | 06457 | PC | TO PROVIDE STAFF SUPPORT TO MIDDLESEX COUNTY'S COLLECTIVE EFFORT TO PREVENT AND END HOMELESSNESS | $5,000 | |
| MIDDLESEX HABITAT FOR HUMANITY OF CT INC | |||||||
| 34 SHUNPIKE ROAD UNIT 24-26 | CROMWELL | CT | 06416 | PC | TO SUPPORT THE RESTORE VOLUNTEER DEVELOPMENT POSITION | $5,000 | |
| MIDDLESEX HOSPITAL | |||||||
| 28 CRESCENT STREET | MIDDLETOWN | CT | 06457 | PC | TO SUPPORT THE CAPITAL CAMPAIGN | $32,000 | |
| MIDDLESEX UNITED WAY | |||||||
| 100 RIVERVIEW CENTER SUITE 230 | MIDDLETOWN | CT | 06457 | PC | TO SUPPORT THE ANNUAL APPEAL | $48,500 | |
| 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 | $2,500 | |
| MIDDLETOWN EVEN START FAMILY LITERACY PROGRAM | |||||||
| 398 MAIN STREET | MIDDLETOWN | CT | 06457 | PC | TO OFFSET COSTS ASSOCIATED WITH THE FAMILY LUNCH PROGRAM | $2,000 | |
| MUTUAL HOUSING ASSOCIATION OF SOUTH CENTRAL CT INC | |||||||
| 239 WILLIAMS STREET | NEW LONDON | CT | 06320 | PC | TO SUPPORT THE CONSTRUCTION OF 104 UNITS OF MIXED INCOME HOUSING IN NEW LONDON | $7,000 | |
| MYSTIC AREA SHELTER AND HOSPITALITY INC | |||||||
| 119 HIGH STREET | MYSTIC | CT | 06355 | PC | TO SUPPORT GENERAL OPERATING EXPENSES | $2,500 | |
| NEIGHBORHOOD HOUSING SERVICES OF NEW BRITAIN INC | |||||||
| 223 BROAD STREET | NEW BRITAIN | CT | 06053 | PC | TO SUPPORT THE BEAVER STREET PROJECT IN GREATER NEW BRITAIN | $5,000 | |
| NEW ENGLAND SCIENCE AND SAILING FOUNDATION | |||||||
| PO BOX 733 70 WATER STREET | STONINGTON | CT | 06378 | PC | TO SUPPORT AN EXPERIENTIAL STEM EDUCATION PROGRAM FOR LOW-INCOME, MINORITY STUDENTS IN PARTNERSHIP WITH THE BENNIE DOVER JACKSON MIDDLE SCHOOL IN NEW LONDON | $5,000 | |
| NEW HAVEN ECOLOGY PROJECT | |||||||
| 358 SPRINGSIDE AVENUE | NEW HAVEN | CT | 06511 | PC | TO SUPPORT THE GREEN JOBS CORPS YOUTH EMPLOYMENT PROGRAM | $3,500 | |
| NEW HAVEN READS | |||||||
| 45 BRISTOL STREET | NEW HAVEN | CT | 06511 | PC | TO SUPPORT LITERACY PROGRAMMING FOR PRE-KINDERGARTEN AND KINDERGARTEN STUDENTS | $3,500 | |
| NEW HAVEN WORKS INC | |||||||
| 205 WHITNEY AVENUE SUITE 106 | NEW HAVEN | CT | 06511 | PC | TO SUPPORT YOUTHSTART, YOUTH SUBSIDIZED TARGETED AND RESOURCE TRAINING | $5,000 | |
| NEW LONDON PLTI COLLABORATIVE | |||||||
| 120 BROAD STREET | NEW LONDON | CT | 06320 | PC | TO SUPPORT PEP PROGRAMMING IN NEW LONDON | $5,000 | |
| NEW REACH | |||||||
| 153 EAST STREET | NEW HAVEN | CT | 06511 | PC | TO SUPPORT THE SEARCH (SERVICES, EDUCATION, ACTIVITIES, REACHING CHILDREN WHO ARE HOMELESS) PROGRAM | $2,500 | |
| 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 | $3,000 | |
| NORWICH YOUTH AND FAMILY SERVICES | |||||||
| 80 BROADWAY | NORWICH | CT | 06360 | PC | TO SUPPORT THE SUMMER JAM AND LEARN DIVERSION COLLABORATIVE FOR YOUTH AT RISK OF INVOLVEMENT WITH THE JUVENILE JUSTICE SYSTEM | $2,000 | |
| OUR PIECE OF THE PIE | |||||||
| 20-28 SARGEANT STREET | HARTFORD | CT | 06105 | PC | TO SUPPORT COMMUNITY-BASED YOUTH DEVELOPMENT PROGRAMMING IN EASTERN CT | $5,000 | |
| PARENT LEADERSHIP TRAINING INSTITUTE | |||||||
| 311 HUNTING HILL AVENUE | MIDDLETOWN | CT | 06457 | PC | TO SUPPORT THE VOICES FOR FAMILIES AND PEOPLE EMPOWERING PEOPLE PROGRAMS | $7,500 | |
| PRO BONO PARTNERSHIP INC | |||||||
| 237 MAMARONECK AVENUE SUITE 300 | WHITE PLAINS | NY | 10605 | PC | TO CONTINUE TO EXPAND PROVISION OF EDUCATIONAL SERVICES AND EXPERT LEGAL ASSISTANCE TO QUALIFYING NONPROFITS IN LIBERTY BANK'S SERVICE AREA | $5,000 | |
| QUINEBAUG VALLEY COMMUNITY COLLEGE FOUNDATION | |||||||
| 742 UPPER MAPLE STREET | DANIELSON | CT | 06239 | PC | TO PROVIDE SCHOLARSHIPS FOR STUDENTS WITH FINANCIAL NEED ENTERING FROM LOCAL HIGH SCHOOLS | $6,000 | |
| REACH OUT AND READ INC | |||||||
| 89 SOUTH STREET SUITE 201 | BOSTON | MA | 02111 | PC | TO SUPPORT EARLY LITERACY PROGRAMMING IN BRISTOL, MANSFIELD AND WINDHAM | $10,000 | |
| RYAN WOODS AUTISM FOUNDATION | |||||||
| 163 CYNTHIA LANE UNIT A2 | MIDDLETOWN | CT | 06457 | PC | TO SUPPORT THE WAL-MART SCHOOL TO WORK PROGRAM, AN ON-SITE CAREER TRAINING PROGRAM FOR INDIVIDUALS WITH AUTISM OR RELATED DISABILITIES | $2,000 | |
| SACRED HEART EDUCATIONAL CENTER | |||||||
| 54 WEST MAIN STREET PO BOX 691 | BALTIC | CT | 06330 | PC | TO SUPPORT THE TUTORING PROGRAM | $2,000 | |
| SAFE FUTURES | |||||||
| 16 JAY STREET | NEW LONDON | CT | 06320 | PC | TO SUPPORT THE PHOENIX HOUSE TRANSITIONAL LIVING PROGRAM | $3,500 | |
| SEA RESEARCH FOUNDATION | |||||||
| 55 COOGAN BOULEVARD | MYSTIC | CT | 06355 | PC | TO SUPPORT THE STEM TO EXPLORE THE AQUATIC WORLD PROGRAM AT WINTHROP ELEMENTARY SCHOOL IN NEW LONDON | $2,000 | |
| SECURE JOBS CT | |||||||
| 401 WEST THAMES STREET UNIT 201 | NORWICH | CT | 06360 | PC | TO SUPPORT THE SECURE JOBS INITIATIVE IN SOUTHEASTERN CT | $10,000 | |
| SHORELINE SOUP KITCHENS & PANTRIES | |||||||
| PO BOX 804 | ESSEX | CT | 06426 | PC | TO PURCHASE FOOD | $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 VINCENT DEPAUL MIDDLETOWN | |||||||
| PO BOX 398 617 MAIN STREET | MIDDLETOWN | CT | 06457 | PC | TO SUPPORT THE MEALS AND COMMUNITY ASSISTANCE PROGRAMS | $6,000 | |
| THAMES RIVER COMMUNITY SERVICE INC | |||||||
| ONE THAMES RIVER PLACE | NORWICH | CT | 06360 | PC | TO SUPPORT THE EMPLOYMENT/CAREER TRAINING PROGRAM | $5,000 | |
| THAMES VALLEY COUNCIL FOR COMMUNITY ACTION INC | |||||||
| ONE SYLVANDALE ROAD | JEWETT CITY | CT | 06351 | PC | TO SUPPORT THE EMERGENCY CLIENT ASSISTANCE FUND | $3,000 | |
| THE BRIDGE FAMILY CENTER | |||||||
| 1022 FARMINGTON AVENUE | WEST HARTFORD | CT | 06107 | PC | TO SUPPORT THE PARENT LEADERSHIP TRAINING INSTITUTE (PLTI) PROGRAM IN WEST HARTFORD | $5,000 | |
| THE CONNECTION INC | |||||||
| 100 ROSCOMMON DRIVE SUITE 203 | MIDDLETOWN | CT | 06457 | PC | TO SUPPORT THE EDDY SHELTER | $5,000 | |
| THE NEW LIFE PRISON MINISTRY OF OLD LYME | |||||||
| PO BOX 871 | OLD LYME | CT | 06371 | PC | TO PROVIDE TRANSITIONAL HOUSING AND SUPPORT SERVICES TO FEMALE EX-OFFENDERS IN NEW LONDON COUNTY. | $2,000 | |
| THE UNIVERSITY OF CONNECTICUT FOUNDATION INC | |||||||
| 2390 ALUMNI DRIVE UNIT 3206 | STORRS | CT | 06269 | PC | TO SUPPORT THE ENTREPRENEURSHIP BOOTCAMP FOR VETERANS WITH DISABILITIES | $2,500 | |
| THREE RIVERS COLLEGE FOUNDATION | |||||||
| 574 NEW LONDON TURNPIKE | NORWICH | CT | 06360 | PC | TO PROVIDE SCHOLARSHIPS FOR STUDENTS WITH FINANCIAL NEED ENTERING FROM LOCAL HIGH SCHOOLS | $8,000 | |
| TUNXIS COMMUNITY COLLEGE | |||||||
| 271 SCOTT SWAMP ROAD | FARMINGTON | CT | 06032 | PC | TO PROVIDE SCHOLARSHIPS FOR STUDENTS WITH FINANCIAL NEED ENTERING FROM LOCAL HIGH SCHOOLS | $6,000 | |
| UNITED WAY OF CENTRAL AND NORTHEASTERN CT | |||||||
| 30 LAUREL STREET | HARTFORD | CT | 06106 | PC | TO SUPPORT THE ANNUAL APPEAL | $8,500 | |
| UNITED WAY OF GREATER NEW HAVEN | |||||||
| 370 JAMES STREET 4TH FLOOR SUITE | NEW HAVEN | CT | 06510 | PC | TO SUPPORT THE ANNUAL APPEAL | $4,500 | 403 |
| UNITED WAY OF GREATER WATERBURY | |||||||
| 100 NORTH ELM STREET 2ND FLOOR | WATERBURY | CT | 06702 | PC | TO SUPPORT THE ANNUAL APPEAL | $500 | |
| UNITED WAY OF MERIDEN AND WALLINGFORD | |||||||
| 35 PLEASANT STREET | MERIDEN | CT | 06450 | PC | TO SUPPORT THE ANNUAL APPEAL | $4,000 | |
| UNITED WAY OF SOUTHEASTERN CT | |||||||
| 283 STODDARDS WHARF ROAD PO BOX 375 | GALES FERRY | CT | 06335 | PC | TO SUPPORT THE ANNUAL APPEAL | $15,000 | |
| UNITED WAY OF SOUTHINGTON | |||||||
| 37 WEST CENTER STREET SUITE 201 | SOUTHINGTON | CT | 06489 | PC | TO SUPPORT THE ANNUAL APPEAL | $500 | |
| UNITED WAY OF WEST CENTRAL CONNECTICUT | |||||||
| 200 MAIN STREET | BRISTOL | CT | 06010 | PC | TO SUPPORT THE ANNUAL APPEAL | $1,000 | |
| VILLAGE FOR FAMILIES & CHILDREN | |||||||
| 1680 ALBANY AVENUE | HARTFORD | CT | 06105 | PC | TO SUPPORT THE WILLIMANTIC VITA PROGRAM | $2,500 | |
| WALLINGFORD EMERGENCY SHELTER | |||||||
| 123 QUINNIPIAC STREET | WALLINGFORD | CT | 06492 | PC | TO SUPPORT GENERAL OPERATING EXPENSES | $5,000 | |
| WALLINGFORD FAMILY YMCA | |||||||
| 81 SOUTH ELM STREET | WALLINGFORD | CT | 06492 | PC | TO SUPPORT THE UPWARD BOUND PROGRAM | $5,000 | |
| WALLINGFORD SUMMER YOUTH EMPLOYMENT COLLABORATIVE | |||||||
| 6 FAIRFIELD BLVD | WALLINGFORD | CT | 06492 | PC | TO PROVIDE SUMMER EMPLOYMENT FOR LOW-INCOME WALLINGFORD YOUTH | $5,000 | |
| WESLEYAN UNIVERSITY | |||||||
| 237 HIGH STREET NORTH COLLEGE ROOM | MIDDLETOWN | CT | 06459 | PC | TO SUPPORT THE PRE-COLLEGE ACCESS PROGRAM | $5,000 | 303 |
| WILLARD M MCRAE COMMUNITY DIVERSITY AWARD | |||||||
| 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 100 DAY CHALLENGE AND THE WHIF FUND | $3,000 | |
| WINDHAM COUNTY HOMELESS COALITIONCONTINUUM OF CARE | |||||||
| PO BOX 221 | WILLIMANTIC | CT | 06226 | PC | TO SUPPORT THE WINDHAM HOMELESS INTERVENTION FUND | $2,000 | |
| WRITER'S BLOCK INK | |||||||
| 12 MASONIC STREET | NEW LONDON | CT | 06320 | PC | TO SUPPORT THE SEASONAL SHOWCASE AND PERFORMANCE PROGRAMS FOR STUDENTS AT THE INTERDISTRICT SCHOOL FOR ARTS AND COMMUNICATIONS. | $2,500 | |
| 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 | $3,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $732,415 | 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 | $292,488 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $271,199 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $563,687 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $563,687 | 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 | $9,750 | Amt |
| Net Investment Income | $4,875 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,875 | 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 | $12,767,181 | BookValueAmt |
| EOYFMV | $12,767,181 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENTS | Desc |
| Amt | $440,203 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Revenue And Expenses Per Books | $122,547 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $124,594 | Amt |
| Net Investment Income | $124,594 | 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 | $8,442 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |