AMERICAN SAVINGS FOUNDATION INC: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization: AMERICAN SAVINGS FOUNDATION INC (EIN 30-0308972)
Tax period: 2015-01-01 to 2015-12-31
Filed: 2016-06-23
IRS object ID: 201631759349100208
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
Depreciation Schedule
General Explanation Attachment
Investments Other Schedule2
Land Etc Schedule2
Legal Fees Schedule
Other Assets Schedule
Other Decreases Schedule
Other Expenses Schedule
Other Liabilities Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2016-06-23T13:30:47-05:00	ReturnTs
Tax Period End	2015-12-31	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	2015-01-01	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	2016-06-20	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

Field	Value	IRS element (for citing)
Tax	2015	TaxYr
Build TS	2016-09-27 15:27:22Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$79,279,996	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	$4,461	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$4,461	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$2,367,084	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$2,367,084	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$639,934	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$2,847,987	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$639,934	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$3,011,479	TotalRevAndExpnssAmt
Total Net Invst Incm	$3,011,479	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$424,235	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$156,270	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$267,965	CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss	$172,385	OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm	$12,156	OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl	$160,229	OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss	$192,563	PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm	$57,415	PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl	$135,148	PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss	$21,127	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$10,564	LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl	$10,563	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$66,680	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$33,340	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$33,340	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$33,914	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$12,766	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$21,148	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$83,684	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$11,324	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$28,610	TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss	$6,784	DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm	$0	DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss	$30,112	OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm	$15,056	OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl	$15,056	OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss	$19,826	TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm	$8,600	TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl	$11,226	TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss	$2,117	PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm	$1,058	PrintingAndPubNetInvstIncmAmt
Printing And Pub Dsbrs Chrtbl	$1,059	PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss	$217,579	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$133,964	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$83,615	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$1,271,006	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$452,513	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$767,959	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$3,447,464	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$3,447,464	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$4,718,470	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$452,513	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$4,215,423	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$1,706,991	ExcessRevenueOverExpensesAmt
Net Investment Income	$2,558,966	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$10,693	CashBOYAmt
Cash EOY	$77,066	CashEOYAmt
Cash EOYFMV	$77,066	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$2,762,012	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$2,526,572	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$2,526,572	SavAndTempCashInvstEOYFMVAmt
Other Investments BOY	$82,376,409	OtherInvestmentsBOYAmt
Other Investments EOY	$75,977,111	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$75,977,111	OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss	$197,102	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$174,449	LandBldgEquipAccumDeprecAmt
Land BOY	$18,043	LandBOYAmt
Land EOY	$22,653	LandEOYAmt
Land EOYFMV	$0	LandEOYFMVAmt
Other Assets BOY	$615,479	OtherAssetsBOYAmt
Other Assets EOY	$699,247	OtherAssetsEOYAmt
Other Assets EOYFMV	$699,247	OtherAssetsEOYFMVAmt
Total Assets BOY	$85,782,636	TotalAssetsBOYAmt
Total Assets EOY	$79,302,649	TotalAssetsEOYAmt
Total Assets EOYFMV	$79,279,996	TotalAssetsEOYFMVAmt
Other Liabilities BOY	$615,479	OtherLiabilitiesBOYAmt
Other Liabilities EOY	$699,247	OtherLiabilitiesEOYAmt
Total Liabilities BOY	$615,479	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$699,247	TotalLiabilitiesEOYAmt
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind
Unrestricted BOY	$85,167,157	UnrestrictedBOYAmt
Unrestricted EOY	$78,603,402	UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY	$85,167,157	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$78,603,402	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$85,782,636	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$79,302,649	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$85,167,157	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$1,706,991	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$83,460,166	SubtotalAmt
Other Decreases	$4,856,764	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$78,603,402	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (42 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	2015-01-30	$4,956	$3,361	$1,595	$1,595
COMMONFUND MULTI-STRATEGY BOND INVESTORS LLC	P	2008-01-31	2015-01-30	$1,407	$1,291	$116	$116
COMMONFUND INSTL MULTI-STRAT COMMODITIES SERIES 1	P	2007-01-31	2015-01-30	$195	$277	-$82	-$82
COMMONFUND INST MULTI-STRATEGY EQUITY FUND	P	2007-01-31	2015-02-27	$4,658	$2,993	$1,665	$1,665
COMMONFUND MULTI-STRATEGY BOND INVESTORS LLC	P	2008-01-31	2015-02-27	$1,269	$1,166	$103	$103
COMMONFUND INSTL MULTI-STRAT COMMODITIES SERIES 1	P	2007-01-31	2015-02-27	$180	$250	-$70	-$70
GMO BENCHMARK-FREE ALLOCATION FUND-III	P	2012-04-11	2015-03-24	$400,457	$361,613	$38,844	$38,844
COMMONFUND INST MULTI-STRATEGY EQUITY FUND	P	2007-01-31	2015-03-31	$5,129	$3,337	$1,792	$1,792
COMMONFUND INST MULTI-STRATEGY EQUITY FUND	P	2007-01-31	2015-03-31	$535,000	$348,043	$186,957	$186,957
COMMONFUND MULTI-STRATEGY BOND INVESTORS LLC	P	2008-01-31	2015-03-31	$1,407	$1,301	$106	$106
COMMONFUND INSTL MULTI-STRAT COMMODITIES SERIES 1	P	2007-01-31	2015-03-31	$191	$277	-$86	-$86
COMMONFUND INST MULTI-STRATEGY EQUITY FUND	P	2007-01-31	2015-04-30	$4,893	$3,168	$1,725	$1,725
COMMONFUND MULTI-STRATEGY BOND INVESTORS LLC	P	2008-01-31	2015-04-30	$1,362	$1,258	$104	$104
COMMONFUND INSTL MULTI-STRAT COMMODITIES SERIES 1	P	2007-01-31	2015-04-30	$194	$268	-$74	-$74
COMMONFUND INST MULTI-STRATEGY EQUITY FUND	P	2007-01-31	2015-05-29	$5,105	$3,262	$1,843	$1,843
COMMONFUND MULTI-STRATEGY BOND INVESTORS LLC	P	2008-01-31	2015-05-29	$1,405	$1,301	$104	$104
COMMONFUND INSTL MULTI-STRAT COMMODITIES SERIES 1	P	2007-01-31	2015-05-29	$195	$277	-$82	-$82
GMO BENCHMARK-FREE ALLOCATION FUND-III	P	2012-04-11	2015-06-18	$400,461	$362,842	$37,619	$37,619
COMMONFUND INST MULTI-STRATEGY EQUITY FUND	P	2007-01-31	2015-06-30	$535,000	$350,991	$184,009	$184,009
COMMONFUND INST MULTI-STRATEGY EQUITY FUND	P	2007-01-31	2015-06-30	$4,862	$3,190	$1,672	$1,672
COMMONFUND MULTI-STRATEGY BOND INVESTORS LLC	P	2008-01-31	2015-06-30	$1,350	$1,275	$75	$75
COMMONFUND INSTL MULTI-STRAT COMMODITIES SERIES 1	P	2007-01-31	2015-06-30	$192	$268	-$76	-$76
COMMONFUND INST MULTI-STRATEGY EQUITY FUND	P	2007-01-31	2015-07-31	$4,959	$3,218	$1,741	$1,741
COMMONFUND MULTI-STRATEGY BOND INVESTORS LLC	P	2008-01-31	2015-07-31	$1,395	$1,311	$84	$84
COMMONFUND INSTL MULTI-STRAT COMMODITIES SERIES 1	P	2007-01-31	2015-07-31	$177	$276	-$99	-$99
COMMONFUND INST MULTI-STRATEGY EQUITY FUND	P	2007-01-31	2015-08-31	$4,742	$3,269	$1,473	$1,473
COMMONFUND MULTI-STRATEGY BOND INVESTORS LLC	P	2008-01-31	2015-08-31	$1,390	$1,313	$77	$77
COMMONFUND INSTL MULTI-STRAT COMMODITIES SERIES 1	P	2007-01-31	2015-08-31	$174	$276	-$102	-$102
GMO BENCHMARK-FREE ALLOCATION FUND-III	P	2012-04-11	2015-09-10	$400,490	$392,957	$7,533	$7,533
COMMONFUND INST MULTI-STRATEGY EQUITY FUND	P	2007-01-31	2015-09-30	$4,477	$3,206	$1,271	$1,271
COMMONFUND MULTI-STRATEGY BOND INVESTORS LLC	P	2008-01-31	2015-09-30	$1,346	$1,282	$64	$64
COMMONFUND INSTL MULTI-STRAT COMMODITIES SERIES 1	P	2007-01-31	2015-09-30	$163	$268	-$105	-$105
COMMONFUND INST MULTI-STRATEGY EQUITY FUND	P	2007-01-31	2015-10-30	$500,000	$334,341	$165,659	$165,659
COMMONFUND INST MULTI-STRATEGY EQUITY FUND	P	2007-01-31	2015-10-30	$4,863	$3,252	$1,611	$1,611
COMMONFUND MULTI-STRATEGY BOND INVESTORS LLC	P	2008-01-31	2015-10-30	$1,396	$1,322	$74	$74
COMMONFUND INSTL MULTI-STRAT COMMODITIES SERIES 1	P	2007-01-31	2015-10-30	$168	$276	-$108	-$108
COMMONFUND INST MULTI-STRATEGY EQUITY FUND	P	2007-01-31	2015-11-30	$4,625	$3,092	$1,533	$1,533
COMMONFUND MULTI-STRATEGY BOND INVESTORS LLC	P	2008-01-31	2015-11-30	$1,347	$1,281	$66	$66
COMMONFUND INSTL MULTI-STRAT COMMODITIES SERIES 1	P	2007-01-31	2015-11-30	$151	$267	-$116	-$116
COMMONFUND INST MULTI-STRATEGY EQUITY FUND	P	2007-01-31	2015-12-31	$4,718	$3,223	$1,495	$1,495
COMMONFUND MULTI-STRATEGY BOND INVESTORS LLC	P	2008-01-31	2015-12-31	$1,386	$1,338	$48	$48
COMMONFUND INSTL MULTI-STRAT COMMODITIES SERIES 1	P	2007-01-31	2015-12-31	$152	$276	-$124	-$124

Field	Value	IRS element (for citing)
Capital Gain Net Income	$639,934	CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	0	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$4,131,539	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$86,139,310	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.047963	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$3,888,595	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$82,407,323	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.047187	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$3,828,555	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$76,401,832	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.050111	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$3,695,265	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$78,383,121	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.047144	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$3,196,020	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$74,173,344	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.043089	DistributionYr5Rt
Total Distribution	0.235494	TotalDistributionRt
Average Distribution	0.047099	AverageDistributionRt
Net Vl Noncharitable Assets	$82,895,491	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$3,904,295	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$25,590	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$3,929,885	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$4,215,423	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	$25,590	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$25,590	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$25,590	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$36,133	EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits	$36,133	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Overpayment	$10,543	OverpaymentAmt
Applied To ES Tax	$10,543	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 (17 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	director and chairman	2.00	$0	$0	$0
DAVID DAVISON
185 Main Street	new britain	CT	06050	President and CEO	40.00	$216,115	$123,866	$0
DIANE c DUNN
185 Main Street	New britain	CT	06050	ASSISTANT SECRETARY	32.00	$63,120	$30,840	$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 treasurer	2.00	$0	$0	$0
harry n mazadoorian
185 Main Street	new britain	CT	06050	director	2.00	$0	$0	$0
HELEN E KENNEY
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
john j patrick jr
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	CHIEF OPERATING OFFICER / ASST. TREAS	40.00	$145,000	$19,905	$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

Field	Value	IRS element (for citing)
Person	MARIA SANCHEZ	PersonNm

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

Field	Value	IRS element (for citing)
Title	SENIOR PROGRAM OFFIC	TitleTxt
Average Hrs Per Wk Devoted To Pos	40.00	AverageHrsPerWkDevotedToPosRt
Compensation	$103,000	CompensationAmt
Employee Benefits	$11,315	EmployeeBenefitsAmt
Expense Account	$0	ExpenseAccountAmt

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	$76,577	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	$78,116	Expenses1Amt
Description2	Direct support for youth programs - SEE STATEMENT 13	Description2Txt
Expenses2	$5,398	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	$80,919,886	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$2,538,726	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$699,247	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$84,157,859	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$84,157,859	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$1,262,368	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$82,895,491	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$4,144,775	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$4,144,775	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$25,590	TaxBasedOnInvestmentIncomeAmt
Total Tax	$25,590	TotalTaxAmt
Distributable Before Adj	$4,119,185	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$4,119,185	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$4,119,185	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$4,215,423	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$4,215,423	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$25,590	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$4,189,833	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$4,119,185	DistributableAsAdjustedAmt
Undistributed Income PY	$3,888,110	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Total Excess Distribution Cyov	$0	TotalExcessDistributionCyovAmt
Qualifying Distributions	$4,215,423	QualifyingDistributionsAmt
Applied To Year1	$3,888,110	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$327,313	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	$3,791,872	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 (276 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Address Line2RecipientUSAddress/AddressLine2Txt
Community Mental Health Affiliates
270 John Downey	New Britain	CT	06051	PC	Technology Upgrade	$40,000
Habitat for Humanity - Hartford Area
PO Box 1933	Hartford	CT	06144	PC	New Construction	$80,000
New Britain Industrial Museum
185 Main Street	New Britain	CT	06051	PC	Building Engineering Study	$6,300
The Hospital of Central Connecticut
100 Grand Street	New Britain	CT	06050	PC	Comprehensive Cancer Center	$332,500
Veterans Inc
69 Gove Street	Worcester	MA	01605	PC	Renovation	$100,000
VH1 Save the Music Foundation
1515 Broadway 20TH FL	New York	NY	10036	PC	Purchase Musical Instruments	$60,000
10 Year Plan to End Homelessness
c/o YWCA of New Britain	New Britain	CT	06051	PC	Cold Weather Shelter	$5,000
Berlin High School
139 Patterson Way	Berlin	CT	06037	PC	Berlin UpBeat 2015	$6,000
Boys & Girls Club of New Britain
150 Washington Street	New Britain	CT	06051	PC	SMART Girls Program 2015-16	$30,000
Boys & Girls Club of Waterbury
1037 East Main Street	Waterbury	CT	06705	PC	Club Programs 2015-16	$45,000
Brass City Harvest
86 Bank Street	Waterbury	CT	06702	PC	Community Food Program 2015	$27,000
Bridge Family Center
1022 Farmington Ave	West Hartford	CT	06107	PC	Positive Youth Development Program 2015-16	$25,000
Bridge to Success
c/o United Way of Greater Waterbury	Waterbury	CT	06702	PC	Community Collaborative Support 2015-16	$25,000
Capital Workforce Partners
One Union Place	Hartford	CT	06103	PC	Secure Jobs North Central 2015	$7,500
Capital Workforce Partners
One Union Place	Hartford	CT	06103	PC	Summer Youth Employment Program 2015	$80,432
Center for Human Development Inc
965 South Main Street	Waterbury	CT	06706	PC	Cold Weather Shelter	$5,000
Central Connecticut State University
Financial Aid Office	New Britain	CT	06050	PC	ParaDym Academy 2015-16	$30,000
Children's Law Center of Connecticut
30 Arbor Street North Building 4th	Hartford	CT	06106	PC	Legal Representation Program 2015	$75,000	Fl
Children's Law Center of Connecticut
30 Arbor Street North Building 4th	Hartford	CT	06106	PC	Truancy Intervention Program 2015-16	$25,230	Fl
Circle of Care
PO Box 32	Wilton	CT	06897	PC	Emergency Fund 2016	$20,000
City of New Britain
27 West Main Street	New Britain	CT	06051	PC	Police Explorers Summer Academy 2015	$7,500
City of New Britain
27 West Main Street	New Britain	CT	06051	PC	Exercise the Right Choice Program - 2015-16	$150,000
Coalition for New Britain's Youth
c/o Community Foundation of Greater	New Britain	CT	06052	PC	Infrastructure Support	$50,000	NB
Community Foundation of Greater New Britain
74A Vine Street	New Britain	CT	06052	PC	2015 Elementary Summer Program	$50,000
CONCORA
90 Main Street	New Britain	CT	06051	PC	2015-16 Season Performances	$15,000
Connecticut After School Network
12 Melrose Avenue	Branford	CT	06405	PC	After School Assessments	$26,244
Connecticut Association for Human Services
110 Bartholomew Ave Suite 4030	Hartford	CT	06106	PC	VITA Program 2015	$5,000
Connecticut Council for Philanthropy
221 Main Street	Hartford	CT	06106	PC	2015 Early Childhood Funders Collaborative	$5,000
Connecticut Council for Philanthropy
221 Main Street	Hartford	CT	06106	PC	2015 Leadership Fund	$5,000
Connecticut Junior Republic
PO Box 161	Litchfield	CT	06759	PC	Work Based Summer Program 2015	$26,700
Connecticut Radio Information System
315 Windsor Avenue	Windsor	CT	06095	PC	Program Support 2015-16	$15,000
Connecticut Storytelling Center Inc
270 Mohegan Ave	New London	CT	06320	PC	In-School Literacy Program 2015-16	$7,000
Connecticut Virtuosi Chamber Orchestra
19 Chestnut Street	New Britain	CT	06051	PC	Children and Community Concerts 2015-16	$34,000
Coram Deo
370 Linwood Street	New Britain	CT	06050	PC	Case Management Services 2015-16	$30,000
CPEP
211 South Main Street	Middletown	CT	06457	PC	Waterbury STEM Program 2015-16	$35,000
CPEP
211 South Main Street	Middletown	CT	06457	PC	New Britain STEM Program 2015-16	$35,000
CPEP
211 South Main Street	Middletown	CT	06457	PC	STEM Summer Program 2015	$20,000
First Tee of Connecticut
55 Golf Club Road	Cromwell	CT	06416	PC	Youth Golf Program 2015	$20,000
FoodShare Inc
450 Woodland Avenue	Bloomfield	CT	06002	PC	Food Delivery Program 2015-16	$40,000
Granville Academy
PO Box 2891	Waterbury	CT	06723	PC	Academic Enrichment Program 2015-16	$15,000
Greater Waterbury Interfaith Ministries
16 Church Street	Waterbury	CT	06702	PC	Soup Kitchen and Emergency Food Pantry 2015	$12,000
Horizons Inc
127 Babcock Hill Road	South Windham	CT	06266	PC	Respite Program 2015-16	$10,000
Human Resources Agency
180 Clinton Street	New Britain	CT	06053	PC	Osgood Center 2016	$10,000
Human Resources Agency
180 Clinton Street	New Britain	CT	06053	PC	Financial Literacy Program for Youth 2015-16	$50,000
Jumpstart for Young Children Inc
505 Eighth Avenue	New York	NY	10018	PC	Early Literacy Program 2015-16	$10,000
Junior Achievement
70 Farmington Avenue	Hartford	CT	06105	PC	In-School Education Program 2015-16	$50,000
Literacy Volunteers of Central CT
20 High Street	New Britain	CT	06051	PC	Family Literacy Program 2015-16	$15,000
Mattatuck Museum
144 West Main Street	Waterbury	CT	06702	PC	Youth and Family Programs 2015-16	$45,000
Neighborhood Housing Services of Waterbury
161 North Main Street	Waterbury	CT	06702	PC	Reverse Mortgage Program for Seniors 2015	$10,000
New Britain High School
110 Mill Street	New Britain	CT	06051	PC	2015-16 Education Mini Grants	$5,917
New Britain Museum of American Art
56 Lexington St	New Britain	CT	06052	PC	Free Saturday Program 2015-16	$55,000
New Britain Public Library
20 High Street	New Britain	CT	06051	PC	Homework Center 2015-16	$7,257
New Britain Symphony
114 West Main Street Suite 304	New Britain	CT	06051	PC	Community Concert Series 2016	$15,000
New Britain Youth Museums
30 High Street	New Britain	CT	06051	PC	Sisters In Science Program 2015-16	$20,000
New Britain Youth Theater
c/o YMCA of New Britain - Berlin	New Britain	CT	06051	PC	Elementary Theater Arts Program 2015-16	$15,000
New Opportunities Inc
232 North Elm Street	Waterbury	CT	06702	PC	Secure Jobs Program	$5,000
Operation Fuel Inc
75 Charter Oak Avenue Suite 2-240	Hartford	CT	06106	PC	Energy Assistance Program 2016	$50,000
Opportunities Industrialization Center
114 North Street	New Britain	CT	06053	PC	Hardware City Bike Program 2015-16	$45,000
Opportunities Industrialization Center
114 North Street	New Britain	CT	06053	PC	Moving Mountains Academy 2015-16	$65,000
Palace Theater
100 East Main Street	Waterbury	CT	06702	PC	Theater Arts Program 2015-16	$29,594
PathwaysSenderos Center
43 Viets Street	New Britain	CT	06053	PC	Teen Pregnancy Prevention Program 2015-16	$25,000
Plainville ARC
28 East Maple Street	Plainville	CT	06062	PC	Camp Trumbull 2015	$17,000
Plainville Community Food Pantry
54 South Canal Steet	Plainville	CT	06062	PC	Backpack Program 2015	$15,000
Polish American Foundation of CT
27 Grove Hill	New Britain	CT	06052	PC	Renovation Planning Grant	$10,000
Prudence Crandall Center Inc
PO Box 895	New Britain	CT	06050	PC	Emergency Shelter Program 2016	$32,000
Queen Ann Nzinga Center
Trinity-On-Main	New Britain	CT	06051	PC	Children's Theater Arts Program 2015-16	$10,000
Reach Out and Read
89 South Street Suite 201	Boston	MA	02111	PC	Early Literacy Program 2015-16	$10,000
Shakesperience Productions
117 Bank Street	Waterbury	CT	06702	PC	In-School Theater Arts Program 2015-16	$32,000
St Vincent DePaul Mission of Waterbury
34 Willow St	Waterbury	CT	06721	PC	Soup Kitchen and Pantry Program 2016	$25,000
St Vincent DePaul Place
617 Main Street	Middletown	CT	06457	PC	Soup Kitchen and Outreach Program 2016	$5,000
Susan B Anthony Project
179 Water Street	Torrington	CT	06790	PC	Rebuilding Lives Program 2015-16	$30,000
The Main Street Singers
90 Main Street	New Britain	CT	06051	PC	Children's Choir and Performances 2016	$5,000
The Shoreline Soup Kitchens & Pantries
PO Box 804	Essex	CT	06426	PC	Food Distribution 2016	$5,000
United Way of Central and Northeastern CT
30 Laurel Street	Hartford	CT	06106	PC	2015 Annual Campaign	$5,000
United Way of Central and Northeastern CT
30 Laurel Street	Hartford	CT	06106	PC	Workforce Solutions 2016	$12,500
United Way of Greater Waterbury
100 North Elm Street - 2nd Floor	Waterbury	CT	06702	PC	Home Visiting Program 2016	$15,000
United Way of Greater Waterbury
100 North Elm Street - 2nd Floor	Waterbury	CT	06702	PC	2015 Annual Campaign	$5,000
VIBE Athletics
241 Buell Street	New Britain	CT	06051	PC	Basketball Program 2015-16	$2,500
Vision New Britain Inc
503 Burritt Street	New Britain	CT	06053	PC	TRIAD Senior Prom 2015	$4,000
Waterbury Symphony
PO Box 1762	Waterbury	CT	06721	PC	BRAVO Program 2015-16	$15,000
Waterbury Youth Services
83 Prospect Street	Waterbury	CT	06702	PC	Linking Academics to Life Program 2015-16	$45,000
YMCA of Greater Waterbury
YMCA of Greater Waterbury	Waterbury	CT	06702	PC	Waterbury Basketball Academy 2015-16	$10,000
YWCA of New Britain
19 Franklin Square	New Britain	CT	06051	PC	STRIVE 2015-16	$65,000
YWCA of New Britain
19 Franklin Square	New Britain	CT	06051	PC	2015 Middle School Summer Program	$40,000
Central Connecticut State University
Financial Aid Office	New Britain	CT	06050	PC	2015 Hall of Honor Award Dinner - School of Business	$500
Central Connecticut State University Foundation
185 Main Street	New Britain	CT	06051	PC	2015 ITBD Annual Golf Tournament	$500
Children's Law Center of Connecticut
30 Arbor Street North Building 4th	Hartford	CT	06106	PC	2015 Scholarship Reception	$500	Fl
City of New Britain
27 West Main Street	New Britain	CT	06051	PC	2015 Martin Luther King Breakfast	$250
City of New Britain
27 West Main Street	New Britain	CT	06051	PC	2015 Mayor's Trophy Golf Tournament	$600
Community Foundation of Greater New Britain
74A Vine Street	New Britain	CT	06052	PC	2015 Catalyst Fund Membership	$500
Connecticut Breast Health Initiative
PO Box 566	New Britain	CT	06050	PC	2015 Race in the Park *	$20,000
Connecticut Junior Republic
PO Box 161	Litchfield	CT	06759	PC	2015 CJR Invitational Golf Benefit	$1,600
Connecticut Voices for Children
33 Whitney Avenue	New Haven	CT	06510	PC	2015 First for Kids Awards Ceremony	$750
First Tee of Connecticut
55 Golf Club Road	Cromwell	CT	06416	PC	2015 First Tee Annual Charity Golf Classic	$3,000
Hospital for Special Care Foundation
2150 Corbin Avenue	New Britain	CT	06053	PC	2015 Ivan Lendl Golf Classic	$2,500
League of Women Voters of Connecticut Education Fund Inc
1890 Dixwell Ave Suite 203	Hamden	CT	06514	PC	2015 Who's Who New Britain/Berlin	$309
Mattatuck Museum
144 West Main Street	Waterbury	CT	06702	PC	2015 Brass Button Award Celebration	$5,000
NAACP of New Britain
PO Box 323	New Britain	CT	06050	PC	2015 Annual Freedom Fund Dinner	$2,000
NAACP of New Britain
PO Box 323	New Britain	CT	06050	PC	2015 Black History Month Program	$500
New Britain High School
110 Mill Street	New Britain	CT	06051	PC	2015 All Night Graduation Party	$500
New Britain High School
110 Mill Street	New Britain	CT	06051	PC	2015 PMA Gala - 80th Anniversary	$500
New Britain Industrial Museum
185 Main Street	New Britain	CT	06051	PC	2015/2016 Membership Sponsorship	$750
New Britain Little League
P O Box 755	New Britain	CT	06050	PC	2015 Spring Season	$350
New Britain Museum of American Art
56 Lexington St	New Britain	CT	06052	PC	2015 Gala	$3,500
New Britain Museum of American Art
56 Lexington St	New Britain	CT	06052	PC	2015 Juneteenth Celebration	$1,000
Opportunities Industrialization Center
114 North Street	New Britain	CT	06053	PC	2015 Annual Awards Gala	$3,000
Palace Theater
100 East Main Street	Waterbury	CT	06702	PC	2015 10th Anniversary Gala	$3,000
PathwaysSenderos Center
43 Viets Street	New Britain	CT	06053	PC	2015 Pedaling for Pathways - 17th Annual Bike-a-Thon	$5,000
PathwaysSenderos Center
43 Viets Street	New Britain	CT	06053	PC	2015 Scholarship Reception	$500
Prudence Crandall Center Inc
PO Box 895	New Britain	CT	06050	PC	2015 Bright Futures Gala	$2,500
Rebuilding Together with Christmas in April - New Britain
200 Myrtle Street	New Britain	CT	06053	PC	2015 Rebuilding Day	$5,000
Saint Mary's Hospital Foundation
56 Franklin Street	Waterbury	CT	06706	PC	2015 Women fore Women Golf Tournament	$2,500
Saint Mary's Hospital Foundation
56 Franklin Street	Waterbury	CT	06706	PC	2015 "One Thousand and One Nights" Gala	$1,500
State of Connecticut Latino and Puerto Rican Affairs Commission
18-20 Trinity Street	Hartford	CT	06106	PC	2015 Scholarship Awards Banquet	$600
The Hospital of Central Connecticut
100 Grand Street	New Britain	CT	06050	PC	2015 Annual Golf Tournament	$1,000
The Hospital of Central Connecticut Auxiliary
100 Grand Street	New Britain	CT	06050	PC	2015 Chrysanthemum Ball	$6,000
The New Britain Chorale
First Lutheran Church of the	New Britain	CT	06051	PC	2015 Spring Concert Series	$2,000	Reformation
The Salvation Army - Waterbury
74 Central Avenue	New Britain	CT	06051	PC	2015 Annual Kettle Kick-off Breakfast	$1,000
United Way of Greater Waterbury
100 North Elm Street - 2nd Floor	Waterbury	CT	06702	PC	Waterbury Bridge to Success Partnership - Career Fair	$1,500
University of Connecticut Foundation
2390 Alumni Drive Suite 3206	Storrs Mansfield	CT	06269	PC	2015 Jim Calhoun Celebrity Golf Classic	$250
University of Connecticut Foundation
2390 Alumni Drive Suite 3206	Storrs Mansfield	CT	06269	PC	2015 Jim Calhoun Celebrity Golf Classic	$3,350
Waterbury Symphony
PO Box 1762	Waterbury	CT	06721	PC	2015 Performance "Mind-Blowing Beethovan"	$5,000
Waterbury Symphony
PO Box 1762	Waterbury	CT	06721	PC	2015 Scholarship Reception	$500
Waterbury Youth Services
83 Prospect Street	Waterbury	CT	06702	PC	2015 Excellence in Youth Awards	$1,000
YMCA of Greater Waterbury
YMCA of Greater Waterbury	Waterbury	CT	06702	PC	2015 41st Annual Fischang-Cicchetti Memorial Run	$3,000
YMCA of New Britain-Berlin
50 High Street	New Britain	CT	06051	PC	2015 Endless Summer Gala	$1,500
YWCA of New Britain
19 Franklin Square	New Britain	CT	06051	PC	2015 Women in Leadership Luncheon	$3,000
Bridge Family Center
1022 Farmington Ave	West Hartford	CT	06107	PC	2015 Summer Internship Proposal	$4,584
Capitol Region Education Council
111 Charter Oak Ave	Hartford	CT	06106	PC	2015 Summer Internship Proposal	$4,584
Children's Law Center of Connecticut
30 Arbor Street North Building 4th	Hartford	CT	06106	PC	2015 Summer Internship Proposal	$4,584	Fl
Community Foundation of Greater New Britain
74A Vine Street	New Britain	CT	06052	PC	2015 Summer Internship Proposal	$4,584
CPEP
211 South Main Street	Middletown	CT	06457	PC	2015 Summer Internship Proposal	$4,584
FoodShare Inc
450 Woodland Avenue	Bloomfield	CT	06002	PC	2015 Summer Internship Proposal	$4,584
Hospital for Special Care Foundation
2150 Corbin Avenue	New Britain	CT	06053	PC	2015 Summer Internship Proposal	$4,584
Mattatuck Museum
144 West Main Street	Waterbury	CT	06702	PC	2015 Summer Internship Proposal	$4,584
New Britain Museum of American Art
56 Lexington St	New Britain	CT	06052	PC	2015 Summer Internship Proposal	$4,584
Opportunities Industrialization Center
114 North Street	New Britain	CT	06053	PC	2015 Summer Internship Proposal	$4,584
PathwaysSenderos Center
43 Viets Street	New Britain	CT	06053	PC	2015 Summer Internship Proposal	$4,584
Shakesperience Productions
117 Bank Street	Waterbury	CT	06702	PC	2015 Summer Internship Proposal	$4,584
United Way of Central and Northeastern CT
30 Laurel Street	Hartford	CT	06106	PC	2015 Summer Internship Proposal	-$713
United Way of Central and Northeastern CT
30 Laurel Street	Hartford	CT	06106	PC	2015 Summer Internship Proposal	$4,584
Urban Oaks Organic Farm
225 Oak Street	New Britain	CT	06051	PC	2015 Summer Internship Proposal	$4,584
Waterbury Hospital
64 Robbins Street	Waterbury	CT	06721	PC	2015 Summer Internship Proposal	$4,584
Waterbury Youth Services
83 Prospect Street	Waterbury	CT	06702	PC	2015 Summer Internship Proposal	$4,584
Wellmore
141 East Main Street - 4 Floor	Waterbury	CT	06702	PC	2015 Summer Internship Proposal	$4,584
YMCA of Greater Waterbury
YMCA of Greater Waterbury	Waterbury	CT	06702	PC	2015 Summer Internship Proposal	$4,584
YWCA of New Britain
19 Franklin Square	New Britain	CT	06051	PC	2015 Summer Internship Proposal	$4,584
YWCA of New Britain
19 Franklin Square	New Britain	CT	06051	PC	2015 Summer Internship Proposal	-$917
Adelphi University
1 individual scholarship award	Garden City	NY	11530	PC	Scholarship	$750
American International College
3 individual scholarship awards	Springfield	MA	01109	PC	Scholarship	$4,375
American University
1 individual scholarship award	Washington	DC	20016	PC	Scholarship	$1,375
Amherst College
1 individual scholarship award	Amherst	MA	01002	PC	Scholarship	$1,625
Anna Maria College
2 individual scholarship awards	Paxton	MA	01612	PC	Scholarship	$2,500
Assumption College
2 individual scholarship awards	Worcester	MA	01609	PC	Scholarship	$4,125
Baruch College
1 individual scholarship award	New York	NY	10010	PC	Scholarship	$750
Bay Path University
1 individual scholarship award	Longmeadow	MA	01106	PC	Scholarship	$2,500
Baylor University
1 individual scholarship award	Waco	TX	76706	PC	Scholarship	$750
Belmont University
1 individual scholarship award	Nashville	TN	37212	PC	Scholarship	$750
Bentley University
2 individual scholarship awards	Waltham	MA	02452	PC	Scholarship	$2,125
Berklee College of Music
1 individual scholarship award	Boston	MA	02215	PC	Scholarship	$4,000
Boston College
4 individual scholarship awards	Chestnut Hill	MA	02467	PC	Scholarship	$6,000
Boston University
9 individual scholarship awards	Boston	MA	02215	PC	Scholarship	$14,975
Brandeis University
1 individual scholarship award	Waltham	MA	02453	PC	Scholarship	$1,750
Brown University
1 individual scholarship award	Providence	RI	02912	PC	Scholarship	$200
Capital Community College
4 individual scholarship awards	Hartford	CT	06103	PC	Scholarship	$2,500
Central Connecticut State University
63 individual scholarship awards	New Britain	CT	06053	PC	Scholarship	$87,217
Clarkson University
1 individual scholarship award	Potsdam	NY	13699	PC	Scholarship	$750
Coastal Carolina University
1 individual scholarship award	Conway	SC	29528	PC	Scholarship	$1,875
Colby-Sawyer College
2 individual scholarship awards	New London	NH	03257	PC	Scholarship	$4,375
College of The Holy Cross
1 individual scholarship award	Worcester	MA	01610	PC	Scholarship	$750
College of the Holy Cross
2 individual scholarship awards	Worcester	MA	01610	PC	Scholarship	$1,498
Connecticut College
2 individual scholarship awards	New London	CT	06320	PC	Scholarship	$4,375
Cornell University
1 individual scholarship award	Ithaca	NY	14850	PC	Scholarship	$2,000
Culinary Institute of America
1 individual scholarship award	Hyde Park	NY	12538	PC	Scholarship	$750
DeSales University
1 individual scholarship award	Center Valley	PA	18034	PC	Scholarship	$2,500
Deleware State University
1 individual scholarship award	Dover	DE	19901	PC	Scholarship	$750
East Carolina University
1 individual scholarship award	Greenville	NC	27858	PC	Scholarship	$2,000
Eastern Connecticut State University
19 individual scholarship awards	Willimantic	CT	06226	PC	Scholarship	$25,375
Eckerd College
1 individual scholarship award	St Petersburg	FL	33711	PC	Scholarship	$500
Emerson College
2 individual scholarship awards	Boston	MA	02116	PC	Scholarship	$3,875
Emmanuel College
1 individual scholarship award	Boston	MA	02115	PC	Scholarship	$750
Emory University
3 individual scholarship awards	Atlanta	GA	30322	PC	Scholarship	$3,625
Endicott College
1 individual scholarship award	Beverly	MA	01915	PC	Scholarship	$750
Fairfield University
3 individual scholarship awards	Fairfield	CT	06824	PC	Scholarship	$5,125
Florida Atlantic University
2 individual scholarship awards	Boca Raton	FL	33431	PC	Scholarship	$2,875
George Washington University
3 individual scholarship awards	Washington	DC	20052	PC	Scholarship	$5,500
Goodwin College
3 individual scholarship awards	East Hartford	CT	06118	PC	Scholarship	$5,875
Hamilton College
1 individual scholarship award	Clinton	NY	13323	PC	Scholarship	$750
Hampshire College
2 individual scholarship awards	Amherst	MA	01002	PC	Scholarship	$1,750
Hampton University
1 individual scholarship award	Hampton	VA	23668	PC	Scholarship	$1,250
Hartwick College
1 individual scholarship award	Oneonta	NY	13820	PC	Scholarship	$1,500
Harvard University
1 individual scholarship award	Cambridge	MA	02138	PC	Scholarship	$1,500
Hobart & William Smith Colleges
1 individual scholarship award	Geneva	NY	14456	PC	Scholarship	$250
Hofstra University
1 individual scholarship award	Hempstead	NY	11549	PC	Scholarship	$750
Holyoke Community College
1 individual scholarship award	Holyoke	MA	01040	PC	Scholarship	$750
Howard University
2 individual scholarship awards	Washington	DC	20059	PC	Scholarship	$3,625
Husson University
2 individual scholarship awards	Bangor	ME	04401	PC	Scholarship	$2,875
Ithaca College
1 individual scholarship award	Ithaca	NY	14850	PC	Scholarship	$2,750
Johns Hopkins University
1 individual scholarship award	Baltimore	MD	21218	PC	Scholarship	$1,000
Johnson State College
1 individual scholarship award	Johnson	VT	05656	PC	Scholarship	$500
Johnson and Wales University
4 individual scholarship awards	Charlotte	NC	28202	PC	Scholarship	$6,125
Keene State College
2 individual scholarship awards	Keene	NH	03431	PC	Scholarship	$2,000
Lasell College
3 individual scholarship awards	Auburndale	MA	02466	PC	Scholarship	$3,500
Liberty University
1 individual scholarship award	Lynchburg	VA	24515	PC	Scholarship	$1,500
Lincoln College of New England
1 individual scholarship award	Southington	CT	06489	PC	Scholarship	$1,000
Lyndon State College
1 individual scholarship award	Lyndonville	VT	05851	PC	Scholarship	$2,875
MCPHS University
1 individual scholarship award	Boston	MA	02115	PC	Scholarship	$1,875
Maine Maritime Academy
1 individual scholarship award	Castine	ME	04421	PC	Scholarship	$2,000
Manchester Community College
5 individual scholarship awards	Manchester	CT	06040	PC	Scholarship	$3,625
Marist College
1 individual scholarship award	Poughkeepsie	NY	12601	PC	Scholarship	$2,625
Merrimack College
1 individual scholarship award	North Andover	MA	01845	PC	Scholarship	$1,000
Middlesex Community College
2 individual scholarship awards	Middletown	CT	06457	PC	Scholarship	$1,500
Mitchell College
1 individual scholarship award	New London	CT	06320	PC	Scholarship	$750
Mount Saint Mary College
2 individual scholarship awards	Newburgh	NY	12550	PC	Scholarship	$1,500
Naropa University
1 individual scholarship award	Boulder	CO	80302	PC	Scholarship	$1,125
Naugatuck Valley Community College
3 individual scholarship awards	Waterbury	CT	06708	PC	Scholarship	$2,500
New York University
1 individual scholarship award	New York	NY	10012	PC	Scholarship	$2,000
Nichols College
1 individual scholarship award	Dudley	MA	01571	PC	Scholarship	$1,500
North Carolina State University
1 individual scholarship award	Raleigh	NC	27695	PC	Scholarship	$875
Northeastern University
1 individual scholarship award	Boston	MA	02115	PC	Scholarship	$1,125
Ohio State University
1 individual scholarship award	Columbus	OH	43210	PC	Scholarship	$1,500
Pennsylvania State University
3 individual scholarship awards	University Park	PA	16801	PC	Scholarship	$4,125
Post University
5 individual scholarship awards	Waterbury	CT	06708	PC	Scholarship	$4,500
Princeton University
1 individual scholarship award	Princeton	NJ	08544	PC	Scholarship	$1,750
Providence College
1 individual scholarship award	Providence	RI	02918	PC	Scholarship	$1,500
Quinnipiac University
6 individual scholarship awards	Hamden	CT	06518	PC	Scholarship	$7,375
Rensselaer Polytechnic Institute
1 individual scholarship award	Troy	NY	12180	PC	Scholarship	$625
Rivier University
2 individual scholarship awards	Nashua	NH	03060	PC	Scholarship	$3,625
SUNY at Albany
1 individual scholarship award	Albany	NY	12222	PC	Scholarship	$1,375
Sacred Heart University
2 individual scholarship awards	Fairfield	CT	06825	PC	Scholarship	$2,500
Salem College
1 individual scholarship award	Winston Salem	NC	27101	PC	Scholarship	$2,375
Salve Regina University
2 individual scholarship awards	Newport	RI	02840	PC	Scholarship	$4,250
Skidmore College
2 individual scholarship awards	Saratoga Springs	NY	12866	PC	Scholarship	$3,375
Southern Connecticut State University
17 individual scholarship awards	New Haven	CT	06515	PC	Scholarship	$27,000
Southern New Hampshire University
1 individual scholarship award	Manchester	NH	03106	PC	Scholarship	$1,125
Springfield College
3 individual scholarship awards	Springfield	MA	01109	PC	Scholarship	$2,000
Stanford University
1 individual scholarship award	Stanford	CA	94305	PC	Scholarship	$625
Stevens Institute of Technology
1 individual scholarship award	Hoboken	NJ	07030	PC	Scholarship	$1,875
Suffolk University
1 individual scholarship award	Boston	MA	02108	PC	Scholarship	$875
Syracuse University
1 individual scholarship award	Syracuse	NY	13244	PC	Scholarship	$2,000
Temple University
2 individual scholarship awards	Philadelphia	PA	19122	PC	Scholarship	$2,500
The New School
2 individual scholarship awards	New York	NY	10011	PC	Scholarship	$2,500
Trinity College
1 individual scholarship award	Hartford	CT	20017	PC	Scholarship	$1,250
Tufts University
1 individual scholarship award	Medford	MA	02155	PC	Scholarship	$1,000
Tunxis Community College
4 individual scholarship awards	Farmington	CT	06032	PC	Scholarship	$3,250
University of Bridgeport
3 individual scholarship awards	Bridgeport	CT	06604	PC	Scholarship	$5,875
University of Connecticut
133 individual scholarship awards	Storrs	CT	06269	PC	Scholarship	$193,000
University of Delaware
1 individual scholarship award	Newark	DE	19716	PC	Scholarship	$750
University of Hartford
18 individual scholarship awards	West Hartford	CT	06117	PC	Scholarship	$20,500
University of Maine
1 individual scholarship award	Orono	ME	04469	PC	Scholarship	$1,625
University of Massachusetts - Amherst
1 individual scholarship award	Amherst	MA	01003	PC	Scholarship	$625
University of Miami
2 individual scholarship awards	Coral Gables	FL	33124	PC	Scholarship	$3,125
University of New Hampshire
1 individual scholarship award	Durham	NH	03824	PC	Scholarship	$2,500
University of New Haven
10 individual scholarship awards	West Haven	CT	06516	PC	Scholarship	$13,250
University of North Carolina Wilmington
1 individual scholarship award	Wilmington	NC	28403	PC	Scholarship	$750
University of Rhode Island
4 individual scholarship awards	Kingston	RI	02881	PC	Scholarship	$5,125
University of Rochester
1 individual scholarship award	Rochester	NY	14604	PC	Scholarship	$750
University of Saint Joseph
19 individual scholarship awards	West Hartford	CT	06117	PC	Scholarship	$22,625
University of Scranton
1 individual scholarship award	Scranton	PA	18510	PC	Scholarship	$1,750
University of South Carolina
2 individual scholarship awards	Columbia	SC	29208	PC	Scholarship	$3,625
University of Southern California
1 individual scholarship award	Los Angeles	CA	90089	PC	Scholarship	$2,500
University of Vermont
2 individual scholarship awards	Burlington	VT	05405	PC	Scholarship	$3,000
University of Virginia
1 individual scholarship award	Charlottesville	VA	22904	PC	Scholarship	$1,750
Ursinus College
2 individual scholarship awards	Collegeville	PA	19426	PC	Scholarship	$2,375
Valencia College
1 individual scholarship award	Orlando	FL	32811	PC	Scholarship	$500
Wentworth Institute of Technology
1 individual scholarship award	Boston	MA	02115	PC	Scholarship	$500
Wesleyan University
2 individual scholarship awards	Middletown	CT	06459	PC	Scholarship	$3,250
Western Connecticut State University
7 individual scholarship awards	Danbury	CT	06810	PC	Scholarship	$7,625
Western New England University
3 individual scholarship awards	Springfield	MA	01119	PC	Scholarship	$5,375
Wheaton College
2 individual scholarship awards	Norton	MA	02766	PC	Scholarship	$4,375
Wheelock College
1 individual scholarship award	Boston	MA	02215	PC	Scholarship	$1,250
William Jewell College
1 individual scholarship award	Liberty	MO	64068	PC	Scholarship	$2,750
Winston Salem State University
1 individual scholarship award	Winston Salem	NC	27110	PC	Scholarship	$2,000
Worcester Polytechnic Institute
6 individual scholarship awards	Worcester	MA	01609	PC	Scholarship	$8,750
Yale University
1 individual scholarship award	New Haven	CT	06520	PC	Scholarship	$375
Yeshiva University
1 individual scholarship award	New York	NY	10033	PC	Scholarship	$1,500

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$3,447,464	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	$4,461	ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$2,367,084	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$639,934	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$3,011,479	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$3,011,479	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	$20,650	$10,325	$10,325
Bookkeeping fees	$46,030	$23,015	$23,015

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (32 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	$3,060	SL	7.000000000000	$507	$0
Computers	2010-03-03	$2,760	$2,668	SL	5.000000000000	$92	$0
Server Upgrade	2010-09-01	$1,950	$1,950	SL	3.000000000000	$0	$0
Furniture	2011-06-20	$500	$249	SL	7.000000000000	$71	$0
Furniture	2011-06-30	$229	$115	SL	7.000000000000	$33	$0
FUrniture	2012-09-10	$565	$189	SL	7.000000000000	$81	$0
COMPUTER SOftware	2012-01-25	$155	$155	SL	5.000000000000	$0	$0
COMPUTER SYSTEM	2012-01-25	$3,662	$2,196	SL	5.000000000000	$732	$0
COMPUTER UPGRADE PROJECT	2012-05-03	$1,116	$595	SL	5.000000000000	$223	$0
NETWORK SWITCH FIREWALL	2012-07-17	$1,114	$550	SL	5.000000000000	$223	$0
Work Stations	2013-03-23	$1,793	$469	SL	7.000000000000	$256	$0
IPads and Cases	2013-02-13	$1,096	$420	SL	5.000000000000	$219	$0
Server	2013-03-22	$7,557	$2,777	SL	5.000000000000	$1,511	$0
SERVER	2013-06-12	$2,809	$890	SL	5.000000000000	$562	$0
Printer/Copier	2014-01-06	$6,816	$1,363	SL	5.000000000000	$1,363	$0
desk/workstation	2015-05-15	$3,104		SL	7.000000000000	$296	$0
computer/monitor	2015-05-19	$2,134		SL	3.000000000000	$478	$0
comPUTER SOftware	2015-09-10	$1,236		SL	3.000000000000	$137	$0
Kitchen renovation 50% deposit	2015-12-31	$4,920		SL	3.000000000000	$0	$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 - $78,116THE AMERICAN SAVINGS FOUNDATION OPERATES THE ROBERT T. KENNEY SCHOLARSHIP PROGRAM, WHICH IN 2015 AWARDED $683,015 IN SCHOLARSHIPS TO 486 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 $87,096. 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. THE FOUNDATION'S ASSOCIATE PROGRAM OFFICER'S PRIMARY RESPONSIBILITY IS TO MANAGE AND HELP GROW THE ROBERT T. KENNEY SCHOLARSHIP PROGRAM. 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. THE SITE ALSO PROVIDES INFORMATION ON THE COLLEGE ADMISSIONS PROCESS, FINANCIAL AID, HOW TO APPLY FOR SCHOLARSHIPS, AND RESOURCES FOR FAMILIES, SUCH AS INDIVIDUAL DEVELOPMENT ACCOUNTS AND THE TRIO EDUCATIONAL TALENT SEARCH PROGRAM. THE CONSOLIDATED SCHOOL DISTRICT OF NEW BRITAIN PROVIDES TRANSLATORS. THE NEW BRITAIN SITE IS ONE OF 14 COLLEGE GOAL SUNDAY LOCATIONS STATEWIDE, SPONSORED BY THE STATE OF CONNECTICUT AFRICAN-AMERICAN AFFAIRS COMMISSION, THE CONNECTICUT ASSOCIATION OF PROFESSIONAL FINANCIAL AID ADMINISTRATORS, THE CONNECTICUT ASSOCIATION OF EDUCATIONAL OPPORTUNITY PROGRAM, AND USAFUNDS. DIRECT SUPPORT FOR YOUTH PROGRAMS - $5,398IN 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. THIS SYSTEM IS NOW USED BY THE SUMMER ENRICHMENT EXPERIENCE (SEE) PROGRAM, WHICH RECEIVES SIGNIFICANT FUNDING FORM THE FOUNDATION. SEE IS A JOINT PROJECT BETWEEN THE CONSOLIDATED SCHOOL DISTRICT OF NEW BRITAIN AND YOUTH-SERVING NONPROFIT AGENCIES IN THE CITY. THE EVOLUTION OF A SHARED SYSTEM HAS PROVIDED SIGNIFICANT IMPROVEMENT IN TRACKING ATTENDANCE OF ALL STUDENTS AND MAKING SURE STUDENTS WHO HAVE THE MOST NEED ARE SERVED. THE FOUNDATION ALSO SUPPORTS COMMUNITY MEETINGS TO FACILITATE PLANNING TO ADDRESS COMMON COMMUNITY NEEDS.

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	$20,347,227	$20,347,227
TIFF MAF Mutual Fund	FMV	$30,242,349	$30,242,349
GMO Benchmark-Free Allocation Fund-III	FMV	$19,108,878	$19,108,878
Commonfund Multi-Strategy Bond Investors LLC	FMV	$5,678,857	$5,678,857
Commonfund Instl Multi-Strat Commodities Series 1	FMV	$599,800	$599,800

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (39 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	$320	$180
Furniture	$229	$148	$81
FUrniture	$565	$270	$295
COMPUTER SOftware	$155	$155	$0
COMPUTER SYSTEM	$3,662	$2,928	$734
COMPUTER UPGRADE PROJECT	$1,116	$818	$298
NETWORK SWITCH FIREWALL	$1,114	$773	$341
Work Stations	$1,793	$725	$1,068
IPads and Cases	$1,096	$639	$457
Server	$7,557	$4,288	$3,269
SERVER	$2,809	$1,452	$1,357
Printer/Copier	$6,816	$2,726	$4,090
desk/workstation	$3,104	$296	$2,808
computer/monitor	$2,134	$478	$1,656
comPUTER SOftware	$1,236	$137	$1,099
Kitchen renovation 50% deposit	$4,920	$0	$4,920

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	LEGAL FEES	CategoryTxt
Legal Fees	$21,127	LegalFeesAmt
Net Investment Income	$10,564	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$10,563	DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDesc	BOY Book ValueBOYBookValueAmt	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
Rabbi Trust 457(f)	$534,675	$600,036	$600,036
Rabbi Trust 457(b)	$80,804	$99,211	$99,211

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	UNREALIZED LOSS ON INVESTMENTS	Desc
Amt	$4,856,764	Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
telephone	$6,386	$3,193	$3,193
dues and memberships	$23,155	$1,647	$21,508
licenses and fees	$10,957	$5,478	$5,479
Events and meetings	$47,350	$11,842	$35,508
supplies	$4,331	$2,165	$2,166
insurance	$7,315	$3,658	$3,657
postage and delivery	$4,611	$2,306	$2,305
miscellaneous	$6,429	$3,964	$2,465
aSSET MANAGEMENT FEES	$92,378	$92,378	$0
repairs	$4,835	$2,417	$2,418
subscriptions	$2,163	$1,082	$1,081
COMMUNICATIONS	$7,669	$3,834	$3,835

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDesc	BOY Book ValueBOYBookValueAmt	EOY Book ValueEOYBookValueAmt
Rabbi Trust 457(F)	$534,675	$600,036
Rabbi Trust 457(b)	$80,804	$99,211

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
GRANTS INITIATIVE - PROFESSIONAL FEES	$8,383	$0	$8,383
consulting	$25,531	$12,766	$12,765

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Payroll taxes	$39,934	$11,324	$28,610
excise taxes	$43,750	$0	$0