LIBERTY BANK FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- LIBERTY BANK FOUNDATION (EIN 06-1479957)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-07-08
- IRS object ID
- 201521899349100302
- Schema version
- 2014v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-07-08T10:12:07-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 | 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 | 2015-07-08 | 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 | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,600,492 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,999,047 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $339,666 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $339,666 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,541,688 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $14,622,450 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,541,688 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,880,401 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,881,354 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $173,192 | 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 | $161,067 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $109,063 | 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 | $109,063 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $4,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $102,397 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $102,397 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $35,257 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $113,488 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $113,488 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $541,397 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $118,522 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $387,618 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $698,627 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $678,927 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,240,024 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $118,522 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,066,545 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,640,377 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,762,832 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $126,271 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $418,338 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $418,338 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $1,122 | PrepaidExpensesBOYAmt |
| Other Investments BOY | $10,906,537 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $13,182,154 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $13,182,154 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $11,033,930 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,600,492 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,600,492 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $25,257 | AccountsPayableEOYAmt |
| Grants Payable BOY | $20,300 | GrantsPayableBOYAmt |
| Grants Payable EOY | $40,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $20,300 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $65,257 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $11,013,630 | UnrestrictedBOYAmt |
| Unrestricted EOY | $13,535,235 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,013,630 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,535,235 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,033,930 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,600,492 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,013,630 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,640,377 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $14,654,007 | SubtotalAmt |
| Other Decreases | $1,118,772 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $13,535,235 | 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 | $9,476,404 | $9,177,236 | $299,168 | $299,168 |
| PUBLICLY TRADED SECURITIES - SHORT | $5,146,046 | $3,903,526 | $1,242,520 | $1,242,520 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,541,688 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,150,781 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $10,139,502 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.113495 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $834,549 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $9,328,959 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.089458 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $859,009 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $9,572,869 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.089734 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $722,284 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,439,675 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.076516 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $632,819 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $8,151,760 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.077630 | DistributionYr5Rt |
| Total Distribution | 0.446833 | TotalDistributionRt |
| Average Distribution | 0.089367 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $12,323,777 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,101,339 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $17,628 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,118,967 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,066,545 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $35,257 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $35,257 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $35,257 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,000 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $26,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $36,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $743 | OverpaymentAmt |
| Applied To ES Tax | $743 | 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.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 (12 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 |
| CALVIN PRICE | ||||||||
| 315 MAIN STREET | MIDDLETOWN | CT | 06457 | DIRECTOR | 1.20 | $0 | $0 | $0 |
| MARY MURPHY | ||||||||
| 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 | $148,942 | $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 | $12,106,303 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $405,146 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,511,449 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,511,449 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $187,672 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,323,777 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $616,189 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $616,189 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $35,257 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $35,257 | TotalTaxAmt |
| Distributable Before Adj | $580,932 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $580,932 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $580,932 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,066,545 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,066,545 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,066,545 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $580,932 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $227,759 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $262,722 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $390,078 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $384,189 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $660,432 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,925,180 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,066,545 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $580,932 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $485,613 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,410,793 | 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 | $227,759 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,183,034 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $262,722 | ExcessFromYear4Amt |
| Excess From Year3 | $390,078 | ExcessFromYear3Amt |
| Excess From Year2 | $384,189 | ExcessFromYear2Amt |
| Excess From Year1 | $660,432 | ExcessFromYear1Amt |
| Excess From Current Year | $485,613 | 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 (123 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ADELBROOK | |||||||
| 60 HICKSVILLE ROAD | CROMWELL | CT | 06416 | 501(C)3 | TO SUPPORT THE WORK STUDY PROGRAM | $3,000 | |
| AMITY TEEN CENTER INC | |||||||
| PO BOX 3671 | WOODBRIDGE | CT | 06525 | 501(C)3 | TO SUPPORT THE TEENS MAKING A DIFFERENCE PROGRAM | $2,000 | |
| BETHSAIDA COMMUNITY | |||||||
| PO BOX 913 | NORWICH | CT | 06360 | 501(C)3 | TO SUPPORT PATRICIA'S PLACE, AN INDEPENDENT TRANSITIONAL LIVING PROGRAM FOR SIX WOMEN | $2,500 | |
| BEULAH LAND DEVELOPMENT CORPORATION | |||||||
| 774 ORCHARD STREET | NEW HAVEN | CT | 06511 | 501(C)3 | TO SUPPORT THE RENOVATION OF THREE PROPERTIES FOR USE AS AFFORDABLE HOUSING IN NEW HAVEN | $5,000 | |
| BOY SCOUTS OF AMERICA CT RIVERS COUNCIL | |||||||
| 60 DARLIN STREET | EAST HARTFORD | CT | 06128 | 501(C)3 | TO SUPPORT THE SCOUTREACH PROGRAM IN WILLIMANTIC, NEW LONDON, NORWICH, AND MIDDLETOWN | $2,500 | |
| BOY SCOUTS OF AMERICA CT RIVERS COUNCIL | |||||||
| 99 PRATT STREET | HARTFORD | CT | 06103 | 501(C)3 | TO SUPPORT THE FINANCIAL COACHING AND EMERGENCY LOAN FUND PROGRAM | $2,500 | |
| BOYS & GIRLS CLUB OF NEW BRITAIN INC | |||||||
| 150 WASHINGTON STREET | NEW BRITAIN | CT | 06051 | 501(C)3 | TO SUPPORT THE POWER HOUR/HOMEWORK CLUB PROGRAM | $3,000 | |
| BRISTOL BOARD OF EDUCATION MENTORING PROGRAM | |||||||
| 129 CHURCH STREET PO BOX 450 | BRISTOL | CT | 06011 | 501(C)3 | TO SUPPORT THE PEER MENTORING PROGRAM | $2,300 | |
| BUSINESS INDUSTRY FOUNDATION OF MIDDLESEX COUNTY | |||||||
| 393 MAIN STREET | MIDDLETOWN | CT | 06457 | 501(C)3 | TO SUPPORT THE MIDDLETOWN MENTOR PROGRAM | $4,300 | |
| BUSINESS INDUSTRY FOUNDATION OF MIDDLESEX COUNTY | |||||||
| 393 MAIN STREET | MIDDLETOWN | CT | 06457 | 501(C)3 | TO SUPPORT THE SUMMER YOUTH EMPLOYMENT PROGRAM | $5,000 | |
| BUSINESS INDUSTRY FOUNDATION OF MIDDLESEX COUNTY | |||||||
| 393 MAIN STREET | MIDDLETOWN | CT | 06457 | 501(C)3 | TO SUPPORT THE SUMMER YOUTH EMPLOYMENT PROGRAM | $4,300 | |
| CAPITAL COMMUNITY COLLEGE | |||||||
| 950 MAIN STREET | HARTFORD | CT | 06103 | 501(C)3 | TO PROVIDE SCHOLARSHIPS FOR STUDENTS WITH FINANCIAL NEED WHO ARE ENTERING FROM LOCAL HIGH SCHOOLS | $2,000 | |
| CAPITOL REGION EDUCATION COUNCIL FOUNDATION | |||||||
| 111 CHARTER OAK AVENUE | HARTFORD | CT | 06106 | 501(C)3 | TO SUPPORT "1, 2, 3 READ TO ME," A BIRTH-TO-THREE PROGRAM FOR CHILDREN WITH HEARING IMPAIRMENTS | $3,000 | |
| CATHOLIC CHARITIES AND FAMILY SERVICES | |||||||
| 331 MAIN STREET | NORWICH | CT | 06360 | 501(C)3 | TO SUPPORT THE EMERGENCY BASIC NEEDS FUND | $5,000 | |
| CATHOLIC CHARITIES ARCHDIOCESE OF HARTFORD | |||||||
| 839-841 ASYLUM AVENUE | HARTFORD | CT | 06105 | 501(C)3 | TO SUPPORT THE CENTRO SAN JOSE FAMILY CENTER'S AFTER-SCHOOL PROGRAM | $5,000 | |
| CHILDREN FIRST NORWICH | |||||||
| 80 BROADWAY | NORWICH | CT | 06360 | 501(C)3 | TO SUPPORT THE VOICES FOR FAMILIES AND VFF TEEN PROGRAMS | $5,000 | |
| CITY OF MERIDEN YOUTH SERVICES DIVISION | |||||||
| 165 MILLER STREET | MERIDEN | CT | 06450 | 501(C)3 | TO SUPPORT THE SUMMER YOUTH EMPLOYMENT PROGRAM | $5,000 | |
| COALITION FOR NEW BRITAIN'S CHILDREN | |||||||
| 74A VINE STREET | NEW BRITAIN | CT | 06052 | 501(C)3 | TO SUPPORT NEW BRITAIN'S COLLECTIVE IMPACT FOR CHILDREN PROJECT | $5,000 | |
| COLLEGE SUMMIT CONNECTICUT | |||||||
| 201 ORANGE STREET 2ND FLOOR | NEW HAVEN | CT | 06510 | 501(C)3 | TO SUPPORT COLLEGE ACCESS AND PREPARATION PROGRAMMING IN NEW HAVEN AND WINDHAM | $3,000 | |
| COLUMBUS HOUSE INC | |||||||
| PO BOX 7093 | NEW HAVEN | CT | 06519 | 501(C)3 | TO SUPPORT THE MIDDLESEX FAMILY SHELTER | $2,500 | |
| COMMUNITY HEALTH CENTER | |||||||
| PO BOX 1036 | MIDDLETOWN | CT | 06457 | 501(C)3 | TO MAKE REPAIRS TO THE GUTTERS AND DRIVEWAY OF THE DOMESTIC VIOLENCE SHELTER | $4,950 | |
| COMMUNITY MENTAL HEALTH AFFILIATES | |||||||
| 270 JOHN DOWNEY DRIVE | NEW BRITAIN | CT | 06051 | 501(C)3 | TO SUPPORT THE UNMET NEEDS FUND | $2,500 | |
| COMMUNITY SOUP KITCHEN | |||||||
| 84 BROADWAY | NEW HAVEN | CT | 06511 | 501(C)3 | TO PURCHASE FOOD | $5,000 | |
| CONNECTICUT ASSOCIATION FOR HUMAN SERVICES | |||||||
| 110 BARTHOLOMEW AVENUE SUITE 4030 | HARTFORD | CT | 06106 | 501(C)3 | TO SUPPORT THE FAMILY ECONOMIC SUCCESS PROJECT | $7,500 | |
| CONNECTICUT COLLEGE | |||||||
| 270 MOHEGAN AVENUE | NEW LONDON | CT | 06320 | 501(C)3 | TO SUPPORT THE FAMILY LITERACY INITIATIVE FOR LOW-INCOME PRESCHOOL CHILDREN | $3,000 | |
| CONNECTICUT FOOD BANK | |||||||
| PO BOX 8686 | NEW HAVEN | CT | 06531 | 501(C)3 | TO SUPPORT THE MIDDLETOWN KIDS BACKPACK PROGRAM | $3,000 | |
| COVENANT SHELTER OF NEW LONDON | |||||||
| 42 JAY STREET | NEW LONDON | CT | 06320 | 501(C)3 | TO PROVIDE FRESH PRODUCE, DAIRY, AND PROTEIN FOODS FOR HOMELESS MEN, WOMEN, AND CHILDREN RESIDING AT THE SHELTER | $2,500 | |
| COVENANT TO CARE FOR CHILDREN INC | |||||||
| 120 MOUNTAIN AVENUE | BLOOMFIELD | CT | 06002 | 501(C)3 | TO SUPPORT THE CRITICAL GOODS DISTRIBUTION PROGRAM | $2,000 | |
| CT AFTER SCHOOL NETWORK | |||||||
| 12 MELROSE AVENUE | BRANFORD | CT | 06405 | 501(C)3 | TO PURCHASE NEW DATABASE TECHNOLOGY AND NEW COLLATERAL MATERIALS TO SUPPORT OUTREACH AND DEVELOPMENT EFFORTS | $5,000 | |
| EARLY CHILDHOOD FUNDERS COLLABORATIVE | |||||||
| 221 MAIN STREET | HARTFORD | CT | 06106 | 501(C)3 | TO PARTNER WITH STATE GOVERNMENT TO CREATE AND SUSTAIN A COORDINATED SYSTEM OF CARE AND EDUCATION FOR YOUNG CHILDREN | $10,000 | |
| EASTERN CONNECTICUT HOUSING OPPORTUNITIES | |||||||
| 228 STATE STREET | NEW LONDON | CT | 06320 | 501(C)3 | TO SUPPORT THE RENOVATION A 12-UNIT APARTMENT BUILDING IN NORWICH FOR RENTAL TO LOW-INCOME TENANTS | $6,000 | |
| EASTERN CT WORKFORCE INVESTMENT BOARD INC | |||||||
| 108 NEW PARK AVENUE | FRANKLIN | CT | 06254 | 501(C)3 | TO SUPPORT THE 2014 SUMMER YOUTH EMPLOYMENT PROGRAM | $5,000 | |
| GATEWAY COMMUNITY COLLEGE FOUNDATION INC | |||||||
| 88 BASSETT ROAD | NORTH HAVEN | CT | 06473 | 501(C)3 | TO PROVIDE SCHOLARSHIPS FOR STUDENTS WITH FINANCIAL NEED WHO ARE ENTERING FROM LOCAL HIGH SCHOOLS | $4,000 | |
| GEMMA E MORAN UNITED WAYLABOR FOOD CENTER | |||||||
| 374 BROAD STREET | NEW LONDON | CT | 06320 | 501(C)3 | TO SUPPORT THE MOBILE FOOD PANTRY PROGRAM | $5,000 | |
| GREEN STREET ARTS CENTER | |||||||
| 51 GREEN STREET | MIDDLETOWN | CT | 06459 | 501(C)3 | TO SUPPORT THE AFTER-SCHOOL ARTS AND SCIENCE PROGRAM | $5,000 | |
| HABITAT FOR HUMANITY - WINDHAM AREA | |||||||
| PO BOX 214 | WILLIMANTIC | CT | 06226 | 501(C)3 | TO SUPPORT THE CONSTRUCTION OF A HOME ON PERU STREET IN WILLIMANTIC | $3,000 | |
| HABITAT FOR HUMANITY OF EASTERN CT | |||||||
| 377 BROAD STREET | NEW LONDON | CT | 06320 | 501(C)3 | TO SUPPORT THE REHABILITATION OF A HOME IN NORWICH | $5,000 | |
| HABITAT FOR HUMANITY OF GREATER NEW HAVEN | |||||||
| 37 UNION STREET | NEW HAVEN | CT | 06511 | 501(C)3 | TO SUPPORT THE CONSTRUCTION OF A HOME IN THE FAIR HAVEN NEIGHBORHOOD OF NEW HAVEN | $5,000 | |
| HARTFORD AREA HABITAT FOR HUMANITY | |||||||
| PO BOX 1933 | HARTFORD | CT | 06144 | 501(C)3 | TO SUPPORT THE CONSTRUCTION OF THREE SINGLE-FAMILY HOMES IN NEW BRITAIN | $5,000 | |
| HEALTHY EYES ALLIANCE | |||||||
| 129 CHURCH STREET | NEW HAVEN | CT | 06510 | 501(C)3 | TO SUPPORT THE HEALTHY EYES FOR CONNECTICUT KIDS PROJECT | $2,500 | |
| HIGHEREDGE | |||||||
| 35 REDDEN AVENUE | NEW LONDON | CT | 06320 | 501(C)3 | TO PROVIDE INTENSIVE COLLEGE ACCESS AND SUCCESS PROGRAMMING TO LOW-INCOME AND FIRST-GENERATION COLLEGE-BOUND STUDENTS FROM THROUGHOUT NEW LONDON COUNTY | $4,000 | |
| HOLY FAMILY HOME AND SHELTER | |||||||
| 88 JACKSON STREET | WILLIMANTIC | CT | 06226 | 501(C)3 | TO SUPPORT GENERAL OPERATING EXPENSES | $2,500 | |
| HYGIENIC ARTS INC | |||||||
| 79 BANK STREET | NEW LONDON | CT | 06320 | 501(C)3 | TO SUPPORT THE DO THE WRITE THING AND IMAGINE MY WORLD LITERACY AND PHOTO PROGRAMS | $3,000 | |
| IRIS | |||||||
| 235 NICOLL STREET SECOND FLOOR | NEW HAVEN | CT | 06511 | 501(C)3 | TO SUPPORT THE SUMMER LEARNING PROGRAM FOR REFUGEE STUDENTS LIVING IN GREATER NEW HAVEN | $5,000 | |
| JUMPSTART FOR YOUNG CHILDREN | |||||||
| 505 EIGHTH AVENUE SUITE 1100 | NEW YORK | NY | 10018 | 501(C)3 | TO EXPAND THE JUMPSTART EARLY LITERACY PROGRAM IN NEW HAVEN, WINDHAM/WILLIMANTIC, AND NEW BRITAIN | $15,000 | |
| JUNIOR ACHIEVEMENT OF SOUTHWEST NEW ENGLAND INC | |||||||
| 11 ASYLUM STREET | HARTFORD | CT | 06103 | 501(C)3 | TO SUPPORT THE FINANCIAL LITERACY, WORKFORCE READINESS, AND ENTREPRENEURSHIP PROGRAMS AT MIDDLETOWN'S MACDONOUGH, MOODY, AND WESLEY SCHOOL | $3,000 | |
| LEAP INC | |||||||
| 31 JEFFERSON STREET | NEW HAVEN | CT | 06511 | 501(C)3 | TO SUPPORT THE STEP INITIATIVE, A CAREER PREPAREDNESS PROGRAM FOR NEW HAVEN TEENS | $5,000 | |
| LIBERTY BANK DONALD B WILBUR SCHOLARSHIP | |||||||
| PO BOX 1212 | MIDDLETOWN | CT | 06457 | 501(C)3 | 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 | 06457 | 501(C)3 | TO SUPPORT EARLY LITERACY PROGRAMS IN K-3 SCHOOLS THROUGHOUT LIBERTY BANK'S MARKET AREA | $30,000 | |
| LIBERTY BANK FOUNDATION ADULT EDUCATION PROGRAM | |||||||
| PO BOX 1212 | MIDDLETOWN | CT | 06457 | 501(C)3 | TO PROVIDE SCHOLARSHIPS FOR LOW/MODERATE-INCOME GRADUATES OF ADULT EDUCATION PROGRAMS WHO ARE GOING ON TO COLLEGE | $28,000 | |
| LIBERTY BANK FOUNDATION SCHOLARSHIPS | |||||||
| PO BOX 1212 | MIDDLETOWN | CT | 06457 | 501(C)3 | TO PROVIDE SCHOLARSHIPS FOR OUTSTANDING STUDENTS FROM LIBERTY BANK'S MARKET AREA | $35,000 | |
| LIBERTY BANK VOLUNTEER HALL OF FAME AWARD | |||||||
| PO BOX 1212 | MIDDLETOWN | CT | 06457 | 501(C)3 | TO FUND DONATIONS TO CHARITIES SELECTED BY THE WINNER(S) OF THE LIBERTY BANK VOLUNTEER HALL OF FAME AWARD | $1,000 | |
| LIBERTY COMMUNITY SERVICES | |||||||
| 129 CHURCH STREET SECOND FLOOR | NEW HAVEN | CT | 06510 | 501(C)3 | TO SUPPORT HOUSING FIRST PROGRAMS | $2,500 | |
| LITERACY VOLUNTEERS OF CENTRAL CT INC | |||||||
| 20 HIGH STREET | NEW BRITAIN | CT | 06051 | 501(C)3 | TO SUPPORT THE PARENTING FOR ACADEMIC SUCCESS (PAS) PROGRAM | $2,500 | |
| LITERACY VOLUNTEERS OF GREATER NEW HAVEN | |||||||
| 14 WEST MAIN STREET | MERIDEN | CT | 06451 | 501(C)3 | TO SUPPORT TRAINING FOR LITERACY TUTORS | $3,500 | |
| MADONNA PLACE | |||||||
| 240 MAIN STREET | NORWICH | CT | 06360 | 501(C)3 | TO SUPPORT THE FAMILY SCHOOL CONNECTION PROGRAM | $3,000 | |
| MARTIN HOUSE | |||||||
| PO BOX 857 | NORWICH | CT | 06360 | 501(C)3 | TO PURCHASE FOOD FOR RESIDENT MEALS | $2,500 | |
| MASTER'S MANNA INC | |||||||
| 46 NORTH PLAINS INDUSTRIAL ROAD | WALLINGFORD | CT | 06492 | 501(C)3 | TO PROVIDE BASIC HUMAN NEEDS TO SUPPORT LOW-INCOME INDIVIDUALS AND FAMILIES FROM WALLINGFORD AND SURROUNDING TOWNS | $5,000 | |
| MIDDLESEX COALITION FOR CHILDREN | |||||||
| 15 COLUMBUS AVENUE | MIDDLETOWN | CT | 06457 | 501(C)3 | TO SUPPORT THE CONTINUED WORK OF THE COALITION AND THE SALARY OF ITS DIRECTOR | $5,000 | |
| MIDDLESEX COMMUNITY COLLEGE FOUNDATION INC | |||||||
| 100 TRAINING HILL ROAD | MIDDLETOWN | CT | 06457 | 501(C)3 | TO PROVIDE SCHOLARSHIPS FOR STUDENTS WITH FINANCIAL NEED WHO ARE ENTERING FROM LOCAL HIGH SCHOOLS | $5,000 | |
| MIDDLESEX COUNTY COALITION ON HOUSING AND HOMELESSNESS | |||||||
| 100 RIVERVIEW ROAD | MIDDLETOWN | CT | 06457 | 501(C)3 | TO PROVIDE STAFF SUPPORT TO THE MIDDLESEX COUNTY TEN YEAR PLAN TO END HOMELESSNESS | $5,000 | |
| MIDDLESEX HABITAT FOR HUMANITY OF CT INC | |||||||
| 34 SHUNPIKE ROAD | CROMWELL | CT | 06416 | 501(C)3 | TO SUPPORT CONSTRUCTION OF A NEW HOME AT 201 LIBERTY STREET IN MIDDLETOWN | $5,000 | |
| MIDDLESEX HOSPITAL | |||||||
| 28 CRESCENT STREET | MIDDLETOWN | CT | 06457 | 501(C)3 | TO SUPPORT THE CAPITAL CAMPAIGN | $33,350 | |
| MIDDLESEX UNITED WAY | |||||||
| 100 RIVERVIEW ROAD | MIDDLETOWN | CT | 06457 | 501(C)3 | TO SUPPORT THE ANNUAL APPEAL | $47,500 | |
| MUSIC HAVEN | |||||||
| PO BOX 207332 | NEW HAVEN | CT | 06511 | 501(C)3 | TO SUPPORT THE AFTERSCHOOL MENTORING PROGRAM | $2,500 | |
| MYSTIC AREA SHELTER AND HOSPITALITY INC | |||||||
| 119 HIGH STREET | MYSTIC | CT | 06355 | 501(C)3 | TO SUPPORT GENERAL OPERATING EXPENSES | $2,500 | |
| NEIGHBORHOOD HOUSING SERVICES OF NEW HAVEN | |||||||
| 333 SHERMAN AVENUE | NEW HAVEN | CT | 06511 | 501(C)3 | TO SUPPORT THE AFFORDABLE RENTAL PROGRAM | $5,000 | |
| NEW FINANCIAL LIFE | |||||||
| 224 DIXWELL AVENUE | NEW HAVEN | CT | 06511 | 501(C)3 | TO SUPPORT THE VOLUNTEER INCOME TAX ASSISTANCE (VITA) PROGRAM IN NEW HAVEN | $2,500 | |
| NEW HAVEN ECOLOGY PROJECT | |||||||
| 358 SPRINGSIDE AVENUE | NEW HAVEN | CT | 06511 | 501(C)3 | TO SUPPORT THE GREEN JOBS CORPS YOUTH EMPLOYMENT PROGRAM | $2,500 | |
| NEW HAVEN READS | |||||||
| 45 BRISTOL STREET | NEW HAVEN | CT | 06511 | 501(C)3 | TO SUPPORT LITERACY PROGRAMMING FOR PRE-KINDERGARTEN AND KINDERGARTEN STUDENTS | $5,000 | |
| NEW LONDON COUNTY FUND TO END HOMELESSNESS | |||||||
| 283 STODDARDS WHARF ROAD | GALES FERRY | CT | 06335 | 501(C)3 | TO SUPPORT THE HOMELESSNESS DIVERSION AND RAPID RE-HOUSING PROGRAM | $5,000 | |
| NEW LONDON HOMELESS HOSPITALITY CENTER | |||||||
| 325 HUNTINGTON STREET | NEW LONDON | CT | 06320 | 501(C)3 | TO SUPPORT GENERAL OPERATING EXPENSES OF THE SHELTER AND DAYTIME HOSPITALITY CENTER | $5,000 | |
| NEW LONDON PLTI COLLABORATIVE | |||||||
| 120 BROAD STREET | NEW LONDON | CT | 06320 | 501(C)3 | TO SUPPORT THE PEP (PEOPLE EMPOWERING PEOPLE) PROGRAM IN NEW LONDON | $3,000 | |
| NEW LONDON YOUTH AFFAIRS | |||||||
| 120 BROAD STREET | NEW LONDON | CT | 06320 | 501(C)3 | TO SUPPORT THE EARLY CHILDHOOD FAMILY CENTER | $5,000 | |
| NEW REACH | |||||||
| 153 EAST STREET | NEW HAVEN | CT | 06511 | 501(C)3 | TO SUPPORT THE CHILD ENRICHMENT PROGRAM FOR CHILDREN LIVING IN THE LIFE HAVEN SHELTER | $2,500 | |
| NORTHERN MIDDLESEX YMCA | |||||||
| 99 UNION STREET | MIDDLETOWN | CT | 06457 | 501(C)3 | TO FUND THE KIDZLIT AFTER-SCHOOL PROGRAM FOR GRADES K-2 | $2,500 | |
| NORWICH COMMUNITY CARE TEAM | |||||||
| 80 BROADWAY | NORWICH | CT | 06360 | 501(C)3 | TO SUPPORT THE RAPID RE-HOUSING AND SHELTER DIVERSION PROGRAM | $3,000 | |
| NORWICH SAFETY NET TEAM | |||||||
| 80 BROADWAY | NORWICH | CT | 06360 | 501(C)3 | TO SUPPORT THE GOLDEN WISHES PROGRAM, PHARMACY FUND, JOB RELATED INCIDENTALS FUND, AND UTILITY/FUEL FUND | $3,000 | |
| NORWICH YOUTH AND FAMILY SERVICES | |||||||
| 80 BROADWAY | NORWICH | CT | 06360 | 501(C)3 | TO SUPPORT THE SUMMER JAM AND LEARN DIVERSION COLLABORATIVE FOR YOUTH AT RISK OF INVOLVEMENT WITH THE JUVENILE JUSTICE SYSTEM | $2,000 | |
| NUTMEG BIG BROTHERSSISTERS | |||||||
| 30 LAUREL STREET | HARTFORD | CT | 06106 | 501(C)3 | TO SUPPORT THE MENTORING PROGRAM IN FIVE WINDHAM SCHOOLS | $2,500 | |
| ODDFELLOWS PLAYHOUSE | |||||||
| 128 WASHINGTON STREET | MIDDLETOWN | CT | 06457 | 501(C)3 | TO SUPPORT THE NEW THEATRE EXPLORERS PROGRAM FOR MIDDLE SCHOOL STUDENTS | $2,500 | |
| OIC OF NEW LONDON COUNTY INC | |||||||
| 106 TRUMAN STREET | NEW LONDON | CT | 06320 | 501(C)3 | TO SUPPORT THE EMPLOYMENT SKILLS TRAINING PROGRAM FOR C.N.A. CANDIDATES | $2,500 | |
| OUR PIECE OF THE PIE | |||||||
| 20-28 SARGEANT STREET | HARTFORD | CT | 06105 | 501(C)3 | TO SUPPORT PATHWAYS TO SUCCESS, A PROGRAM THAT HELPS YOUTH AGES 14-24 TO SUCCESSFULLY TRANSITION BETWEEN HIGH SCHOOL AND COLLEGE, VOCATIONAL, OR WORK OPPORTUNITIES. | $3,500 | |
| PLAINVILLE COMMUNITY FOOD PANTRY INC | |||||||
| 54 SOUTH CANAL STREET PO BOX 233 | PLAINVILLE | CT | 06062 | 501(C)3 | TO SUPPORT THE BREAD DISTRIBUTION PROGRAM | $3,000 | |
| PRUDENCE CRANDALL CENTER | |||||||
| PO BOX 895 | NEW BRITAIN | CT | 06050 | 501(C)3 | TO SUPPORT THE PERMANENT SUPPORTIVE HOUSING PROGRAM | $5,000 | |
| QUINEBAUG VALLEY COMMUNITY COLLEGE FOUNDATION | |||||||
| 742 UPPER MAPLE STREET | DANIELSON | CT | 06239 | 501(C)3 | TO PROVIDE SCHOLARSHIPS FOR STUDENTS WITH FINANCIAL NEED WHO ARE ENTERING FROM LOCAL HIGH SCHOOLS | $3,000 | |
| REACH OUT AND READ INC | |||||||
| 56 ROLAND STREET SUITE 100D | BOSTON | MA | 02129 | 501(C)3 | TO SUPPORT EARLY LITERACY PROGRAMMING IN BRISTOL, MANSFIELD AND WINDHAM | $10,000 | |
| REBUILDING TOGETHER NEW BRITAIN | |||||||
| 200 MYRTLE STREET | NEW BRITAIN | CT | 06053 | 501(C)3 | TO SUPPORT HOME REPAIR AND REHABILITATION SERVICES FOR LOW-INCOME HOMEOWNERS IN NEW BRITAIN | $2,500 | |
| RIVERFRONT CHILDREN'S CENTER INC | |||||||
| 476 THAMES STREET | GROTON | CT | 06340 | 501(C)3 | TO SUPPORT THE EDUCATIONAL PROGRAMMING AT THE CENTER | $5,000 | |
| SHORELINE SOUP KITCHENS & PANTRIES | |||||||
| PO BOX 804 | ESSEX | CT | 06426 | 501(C)3 | TP PURCHASE FOOD FOR COMMUNITY PANTRIES | $5,000 | |
| SOLAR YOUTH | |||||||
| 53 WAYFARER STREET | NEW HAVEN | CT | 06515 | 501(C)3 | TO SUPPORT THE YOUTH EDUCATOR INTERNSHIP PROGRAM, WHICH TRAINS LOW-INCOME TEENAGERS TO PROVIDE HANDS-ON ENVIRONMENTAL EDUCATION TO YOUNGER CHILDREN | $5,000 | |
| SPANISH COMMUNITY OF WALLINGFORD | |||||||
| 284 WASHINGTON STREET | WALLINGFORD | CT | 06492 | 501(C)3 | TO SUPPORT THE ADELANTE AMERICA YOUTH LEADERSHIP PROGRAM | $2,500 | |
| SQUASH HAVEN INC | |||||||
| 70 TOWER PARKWAY | NEW HAVEN | CT | 06520 | 501(C)3 | TO SUPPORT THE AFTERSCHOOL ACADEMIC AND ENRICHMENT PROGRAM | $2,500 | |
| ST VINCENT DE PAUL PLACE - NORWICH | |||||||
| 120 CLIFF STREET | NORWICH | CT | 06360 | 501(C)3 | TO SUPPORT GENERAL OPERATING EXPENSES | $5,000 | |
| ST VINCENT DEPAUL MIDDLETOWN | |||||||
| 617 MAIN STREET | MIDDLETOWN | CT | 06457 | 501(C)3 | TO SUPPORT THE MEALS AND COMMUNITY ASSISTANCE PROGRAMS | $6,000 | |
| ST VINCENT DEPAUL MISSION OF BRISTOL INC | |||||||
| PO BOX 1922 | BRISTOL | CT | 06011 | 501(C)3 | TO SUPPORT THE RAPID REHOUSING PROGRAM | $2,500 | |
| SURFERS ALUMNI ASSOCIATION INC | |||||||
| 77 THAMES STREET | NEW LONDON | CT | 06320 | 501(C)3 | TO PURCHASE INSTRUMENTS AND PROGRAM MATERIALS TO BE USED IN TEACHING LIFE SKILLS TO YOUTH THROUGH MUSIC | $5,000 | |
| THAMES RIVER COMMUNITY SERVICE INC | |||||||
| ONE THAMES RIVER PLACE | NORWICH | CT | 06360 | 501(C)3 | TO SUPPORT THE EMPLOYMENT/CAREER TRAINING PROGRAM | $3,500 | |
| THAMES VALLEY COUNCIL FOR COMMUNITY ACTION INC | |||||||
| ONE SYLVANDALE ROAD | JEWETT CITY | CT | 06351 | 501(C)3 | TO SUPPORT THE HOUSING SERVICES PROGRAM | $3,000 | |
| THE NEW LONDON COMMUNITY MEAL CENTER INC | |||||||
| 12 MONTAUK AVENUE | NEW LONDON | CT | 06320 | 501(C)3 | TO PURCHASE FOOD TO BE SERVED TO LOW-INCOME NEW LONDON RESIDENTS | $5,000 | |
| THE UNIVERSITY OF CONNECTICUT FOUNDATION INC | |||||||
| 1800 ASYLUM AVENUE | WEST HARTFORD | CT | 06117 | 501(C)3 | TO SUPPORT STATEWIDE TRAINING AND ADMINISTRATION FOR THE PEOPLE EMPOWERING PEOPLE (PEP) PROGRAM | $5,000 | |
| THREE RIVERS COLLEGE FOUNDATION | |||||||
| 574 NEW LONDON TURNPIKE | NORWICH | CT | 06360 | 501(C)3 | TO PROVIDE SCHOLARSHIPS FOR STUDENTS WITH FINANCIAL NEED WHO ARE ENTERING FROM LOCAL HIGH SCHOOLS | $4,000 | |
| TUNXIS COMMUNITY COLLEGE | |||||||
| 271 SCOTT SWAMP ROAD | FARMINGTON | CT | 06032 | 501(C)3 | TO PROVIDE SCHOLARSHIPS FOR STUDENTS WITH FINANCIAL NEED WHO ARE ENTERING FROM LOCAL HIGH SCHOOLS | $3,000 | |
| UNITED WAY OF CENTRAL AND NORTHEASTERN CT | |||||||
| 30 LAUREL STREET | HARTFORD | CT | 06106 | 501(C)3 | TO SUPPORT THE ANNUAL APPEAL | $8,500 | |
| UNITED WAY OF CENTRAL CT | |||||||
| 30 LAUREL STREET | HARTFORD | CT | 06106 | 501(C)3 | TO SUPPORT THE ANNUAL APPEAL | $1,000 | |
| UNITED WAY OF GREATER NEW HAVEN | |||||||
| 370 JAMES STREET 4TH FLOOR SUITE | NEW HAVEN | CT | 06510 | 501(C)3 | TO SUPPORT THE ANNUAL APPEAL | $3,000 | 403 |
| UNITED WAY OF GREATER NEW HAVEN | |||||||
| 370 JAMES STREET 4TH FLOOR SUITE | NEW HAVEN | CT | 06510 | 501(C)3 | TO SUPPORT THE BOOST! INNOVATION FUND | $20,000 | 403 |
| UNITED WAY OF MERIDEN AND WALLINGFORD | |||||||
| 35 PLEASANT STREET | MERIDEN | CT | 06450 | 501(C)3 | TO SUPPORT THE ANNUAL APPEAL | $4,000 | |
| UNITED WAY OF SOUTHEASTERN CT | |||||||
| 283 STODDARDS WHARF ROAD | GALES FERRY | CT | 06335 | 501(C)3 | TO SUPPORT THE ANNUAL APPEAL | $15,000 | |
| UNITED WAY OF SOUTHEASTERN CT | |||||||
| 283 STODDARDS WHARF ROAD | GALES FERRY | CT | 06335 | 501(C)3 | TO SUPPORT THE ANNUAL APPEAL | $15,000 | |
| UNITED WAY OF WEST CENTRAL CONNECTICUT | |||||||
| 200 MAIN STREET | BRISTOL | CT | 06010 | 501(C)3 | TO SUPPORT THE ANNUAL APPEAL | $727 | |
| VALLEY SHORE YMCA | |||||||
| 201 SPENCER PLAINS ROAD | WESTBROOK | CT | 06498 | 501(C)3 | TO SUPPORT THE AFTER-SCHOOL CHILDCARE/ENRICHMENT PROGRAMS | $2,500 | |
| VILLAGE FOR FAMILIES & CHILDREN | |||||||
| 1680 ALBANY AVENUE | HARTFORD | CT | 06105 | 501(C)3 | TO SUPPORT THE VITA PROGRAM IN WILLIMANTIC | $2,500 | |
| WALLINGFORD EMERGENCY SHELTER | |||||||
| 123 QUINNIPIAC STREET | WALLINGFORD | CT | 06492 | 501(C)3 | TO SUPPORT THE TRANSITIONAL LIVING PROGRAM FOR HOMELESS FAMILIES | $3,500 | |
| WALLINGFORD SUMMER YOUTH EMPLOYMENT COLLABORATIVE | |||||||
| 6 FAIRFIELD BLVD | WALLINGFORD | CT | 06492 | 501(C)3 | TO PROVIDE SUMMER EMPLOYMENT FOR LOW-INCOME WALLINGFORD YOUTH | $5,000 | |
| WESLEYAN UNIVERSITY | |||||||
| 237 HIGH STREET | MIDDLETOWN | CT | 06459 | 501(C)3 | TO SUPPORT THE STUDENT COLLEGE SUCCESS PROGRAM | $5,000 | |
| WINDHAM AREA INTERFAITH MINISTRY | |||||||
| PO BOX 221 | WILLIMANTIC | CT | 06226 | 501(C)3 | TO SUPPORT THE UNMET NEEDS FUND | $3,500 | |
| WINDHAM COUNTY HOMELESS COALITIONCONTINUUM OF CARE | |||||||
| PO BOX 221 | WILLIMANTIC | CT | 06226 | 501(C)3 | TO SUPPORT THE WINDHAM HOMELESS INTERVENTION FUND | $2,000 | |
| WINDHAM REGIONAL COMMUNITY COUNCIL | |||||||
| 872 MAIN STREET | WILLIMANTIC | CT | 06226 | 501(C)3 | TO SUPPORT THE WINDHAM YOUTH FOOD NETWORK | $2,500 | |
| WINDHAM REGIONAL NO FREEZE HOSPITALITY CENTER INC | |||||||
| PO BOX 46 | WILLIMANTIC | CT | 06226 | 501(C)3 | TO SUPPORT GENERAL OPERATING EXPENSES | $5,000 | |
| WORKPATH FUND | |||||||
| 560 ELLA T GRASS BLVD | NEW HAVEN | CT | 06519 | 501(C)3 | TO SUPPORT THE WORKPATH FUND | $10,000 | |
| WRITER'S BLOCK INK | |||||||
| 446 COLMAN STREET | NEW LONDON | CT | 06320 | 501(C)3 | 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 | 501(C)3 | TO SUPPORT THE STRIVE YOUTH DEVELOPMENT PROGRAM FOR MIDDLE SCHOOL GIRLS FROM NEW BRITAIN | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $678,927 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| MIDDLESEX HOSPITAL & LAWRENCE MEMORIAL | ||||||
| 28 CRESCENT STREET | MIDDLETOWN | CT | 06457 | 501(C)3 | TO SUPPORT THE CAPITAL CAMPAIGN | $24,000 |
| MIDDLESEX HOSPITAL | ||||||
| 28 CRESCENT STREET | MIDDLETOWN | CT | 06457 | 501(C)3 | TO SUPPORT THE CAPITAL CAMPAIGN | $16,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $40,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $339,666 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,541,688 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,881,354 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,881,354 | 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 | $8,000 | Amt |
| Net Investment Income | $4,000 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,000 | 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 | $13,182,154 | BookValueAmt |
| EOYFMV | $13,182,154 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENTS | Desc |
| Amt | $1,118,772 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Revenue And Expenses Per Books | $113,488 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $113,488 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $102,397 | Amt |
| Net Investment Income | $102,397 | 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 | $35,257 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |