2014-05-01T12:51:12-05:00 2013-06-30 061009205 BLUM SHAPIRO & COMPANY PC 2 ENTERPRISE DRIVE SHELTON CT 064844640 990 2012-07-01 061318337 THE INNER-CITY FOUNDATION FOR CHARITY & EDUCATION INC INNE 2034161363 238 JEWETT AVENUE BRIDGEPORT CT 06606 RICHARD T STONE 2034161363 2014-04-29 1 WANDA TOTH P00743901 2039442100 2012 2015-11-30 17:44:51Z RICHARD T STONE 238 JEWETT AVENUE BRIDGEPORT CT 06606 5672848 0 X WWW.INNERCITYFOUNDATION.ORG X 1991 CT TO PROVIDE FINANCIAL SUPPORT TO AGENCIES AND INSTITUTIONS WHOSE PROGRAMS SERVE AT-RISK CHILDREN AND FAMILIES IN FAIRFIELD COUNTY. 27 22 1 50 0 0 1044544 1255870 0 0 170939 352455 -170939 -98856 1044544 1509469 1060422 943268 0 0 149264 155368 0 0 88978 87617 87562 1297303 1186198 -252759 323271 7213381 7251352 857039 639528 6356342 6611824 TO PROVIDE FINANCIAL SUPPORT TO AGENCIES AND INSTITUTIONS WHOSE PROGRAMS SERVE AT-RISK CHILDREN AND FAMILIES IN FAIRFIELD COUNTY. 0 0 1046357 943268 ENHANCE AND STRENGTHEN EDUCATIONAL OPPORTUNITES AND INSTITUTIONS IN FAIRFIELD COUNTY, CONNECTICUT. PROVIDE SUPPORT AND COMMUNITY RESOURCES IN RESPONDING TO CHARITABLE OBJECTIVES. SUPPORTS AGENCIES WHOSE PROGRAMS SERVE THE NEEDS OF EDUCATIONALLY AND CULTURALLY DISADVANTED CHILDREN, ADULTS AND SENIOR CITIZENS LIVING IN FAIRFIELD COUNTY. 1046357 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 1 1 1 1 0 0 0 0 1 0 0 0 1 1 0 1 1 1 0 0 0 0 0 1 1 0 0 0 0 X 27 22 1 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CT X RICHARD T STONE 2034161363 238 JEWETT AVENUE BRIDGEPORT CT 066062845 REV MSGR JERALD A DOYLE 1.00 60.00 X X 0 31511 10048 REV MSGR J PETER CULLEN 1.00 60.00 X X 0 37661 9836 WILLIAM E MITCHELL 1.00 X X 0 0 0 REV MSGR WILLIAM J SCHEYD 1.00 60.00 X X 0 32217 12928 WILLIAM H BESGEN 1.00 X X 0 0 0 DENNIS B POSTER 1.00 X X 0 0 0 THOMAS M GRAHAM 1.00 X X 0 0 0 AUDREY DORNIER 1.00 X X 0 0 0 RICHARD T STONE 60.00 X X 117293 0 29505 ARTHUR F CASAVANT III 1.00 X 0 0 0 THOMAS J COUGHLIN 1.00 X 0 0 0 HELEN IX FITZPATRICK 1.00 X 0 0 0 WILLIAM J FOX 1.00 X 0 0 0 JANET S GESTAL 1.00 X 0 0 0 CHRISTOPHER G MARTIN ESQ 1.00 X 0 0 0 RICHARD J MATTEIS 1.00 X 0 0 0 ANNE O MCCRORY ESQ 1.00 50.00 X 0 150523 2250 WILLIAM A MERRITT JR 1.00 X 0 0 0 JOSEPH H MILLER III 1.00 X 0 0 0 LESLEY O'CONNELL 1.00 X 0 0 0 MELISSA W O'SHAUGHNESSY 1.00 X 0 0 0 PAMELA S PAGNANI 1.00 X 0 0 0 WILLIAM J PHELAN ESQ 1.00 X 0 0 0 JAMES V SCHNURR 1.00 X 0 0 0 SHERYL A SHAUGHNESSEY ESQ 1.00 X 0 0 0 JEANNE GALLAGHER TERRILE 1.00 X 0 0 0 CAROLYN S WIENER 1.00 X 0 0 0 117293 251912 64567 1 0 1 0 0 1180007 75863 54420 1255870 83039 83039 4266439 3997023 269416 269416 269416 67500 1180007 166356 -98856 -98856 1509469 0 0 253599 943268 943268 123000 61500 6150 55350 8610 4304 431 3875 15092 7545 755 6792 8666 4333 433 3900 19387 19387 38127 12564 14256 11307 4302 2582 860 860 1404 633 70 701 5736 3728 1721 287 982 982 MISCELLANEOUS 9862 493 5423 3946 TELEPHONE 4207 2945 210 1052 POSTAGE AND DELIVERY 3135 2351 157 627 PRINTING 185 111 28 46 235 235 1186198 1046357 50863 88978 200 200 2446384 3591318 129300 17000 16131 10971 3815 5160 4633682 3637674 7213381 7251352 46539 33028 692500 603500 118000 3000 857039 639528 X 2481207 2796992 960135 899832 2915000 2915000 6356342 6611824 7213381 7251352 323271 -67789 0 X X 0 1 X 1 0 X 1120571 1176769 1124342 1070740 1255870 5748292 1120571 1176769 1124342 1070740 1255870 5748292 5748292 218684 126166 94477 115260 83039 637626 6385918 0.90020 0.84490 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5388372 173574 17500 5544446 5434333 -45961 5388372 5034648 399685 5434333 4640343 394305 5034648 5273980 -308636 325000 4640344 0.31920 0.52580 0.15500 0 0 16131 10971 5160 5160 1690536 -67789 82500 166356 181067 1509469 0 1509469 1435054 82500 166356 248856 1186198 0 1186198 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: SCHOLARSHIPS AND GENERAL OPERATING EXPENSES. PART XI, LINE 2D - OTHER ADJUSTMENTS: LESS DIRECT FUNDRAISING EXPENSES 166,356. PART XII, LINE 2D - OTHER ADJUSTMENTS: LESS DIRECT FUNDRAISING EXPENSES 166,356. ANNUAL BENEFIT DINNER 1247507 1180007 67500 91118 35900 39338 1247507 1180007 67500 91118 35900 39338 166356 -98856 1 BETHEL RECOVERY CENTER INC 1037 SYLVAN AVENUE BRIDGEPORT CT 06606 061337292 501(C)(3) 10000 SHELTER PROGRAM BRIDGEPORT NEIGHBORHOOD TRUST INC 240 FAIRFIELD AVENUE BRIDGEPORT CT 06604 222809353 501(C)(3) 7500 PROJECT SUCCESS BRIDGEPORT RESCUE MISSION INC 1088 FAIRFIELD AVENUE BRIDGEPORT CT 06605 061362705 501(C)(3) 30000 GUEST HOUSE FOR WOMEN AND CHILDREN BURROUGHS COMMUNITY CENTER INC 2470 FAIRFIELD AVENUE BRIDGEPORT CT 06605 061418097 501(C)(3) 6000 JESUIT VOLUNTEER IN 2013-2014 CARDINAL SHEHAN CENTER 1494 MAIN STREET BRIDGEPORT CT 06604 061101081 501(C)(3) 30000 AFTER SCHOOL AND SUMMER CAMP EDUCATION PROGRAMS, 2013-2014 CAROLINE HOUSE INC 574 STILLMAN STREET BRIDGEPORT CT 06608 061455101 501(C)(3) 30000 MOTHER AND CHILD LITERACY PROGRAM CATHEDRAL ACADEMIES OF BRIDGEPORT 238 JEWETT AVENUE BRIDGEPORT CT 06606 203939885 501(C)(3) 250000 CATHOLIC ACADEMIES OF BRIDGEPORT ELEMENTARY SCHOOL SCHOLARSHIPS, 2013-2014 CATHOLIC CHARITIES OF FAIRFIELD COUNTY INC 238 JEWETT AVENUE BRIDGEPORT CT 06606 060653053 501(C)(3) 10000 IMMIGRATION SERVICES PROGRAM CATHOLIC CHARITIES OF FAIRFIELD COUNTY INC 24 GRASSY PLAIN STREET BETHEL CT 06801 060653053 501(C)(3) 7500 MORNING GLORY BREAKFAST PROGRAM CENTER FOR WOMEN AND FAMILIES OF EASTERN FA 753 FAIRFIELD AVENUE BRIDGEPORT CT 06604 060646991 501(C)(3) 10000 COMMUNITY EDUCATION AND VIOLENCE PREVENTION CHILD GUIDANCE CENTER OF SOUTHERN CONNECTIC 196 GREYROCK PLACE STAMFORD CT 06901 060712058 501(C)(3) 7500 FOSTERING HEALTHY DEVELOPMENT AND SCHOOL SUCCESS PROGRAM 2012-2013 DOMESTIC VIOLENCE CRISIS CENTER 777 SUMMER STREET SUITE 400 STAMFORD CT 06901 061057356 501(C)(3) 6000 THE DVCC SAFEHOUSE CHILDREN'S COUNSELING PROJECT EXCHANGE CLUB 141 FRANKLIN STREET STAMFORD CT 06901 061398440 501(C)(3) 6000 PARENT LEADERSHIP TRAINING FAMILY CENTERS INC 40 ARCH STREET PO BOX 7550 GREENWICH CT 06836 060646656 501(C)(3) 6000 SCHOOL BASED HEALTH CENTERS HOMES WITH HOPE INC 49 RICHMONDVILLE AVENUE SUITE 112 WESTPORT CT 06880 222534326 501(C)(3) 7500 BACHARACH COMMUNITY PROGRAM DIRECTOR INTERNATIONAL INSTITUTE OF CT INC 670 CLINTON AVENUE BRIDGEPORT CT 06605 060669118 501(C)(3) 10000 THE CONNECTICUT TORTURE SURVIVOR COLLABORATIVE (CTSC) KIDS IN CRISIS INC 1 SALEM STREET COS COB CT 06807 061027885 501(C)(3) 7500 SAFE HAVEN FOR KIDS IN 2013-2014 KOLBE CATHEDRAL HIGH SCHOOL 33 CALHOUN BRIDGEPORT CT 06604 061560971 501(C)(3) 34668 2012-2013 SCHOLARSHIPS KOLBE CATHEDRAL HIGH SCHOOL 33 CALHOUN BRIDGEPORT CT 06604 061560971 501(C)(3) 10000 SCHOLARSHIPS 2012-2013 KOLBE CATHEDRAL HIGH SCHOOL 33 CALHOUN BRIDGEPORT CT 06604 061560971 501(C)(3) 150000 SCHOLARSHIP AND TUITION ASSISTANCE PROGRAM, 2013-2014 MCGIVNEY COMMUNITY CENTER INC PO BOX 5220 BRIDGEPORT CT 066100220 223059815 501(C)(3) 30000 AFTER-SCHOOL EDUCATION PROGRAM MERCY LEARNING CENTER OF BRIDGEPORT INC 637 PARK AVENUE BRIDGEPORT CT 06604 222859879 501(C)(3) 50000 TUTORING PROGRAM FOR MARGINALIZED WOMEN NETWORK FOR TEACHING ENTREPRENEURSHIP 70 WEST RED OAK LANE WHITE PLAINS NY 10604 133408731 501(C)(3) 10000 YOUNG ENTREPRENEURS SUCCEED PROGRAM (YES) NEW COVENANT HOUSE OF HOSPITALITY 90 FAIRFIELD AVENUE STAMFORD CT 06904 060653053 501(C)(3) 20000 NEW COVENANT HOUSE PROGRAM SERVICES NORMA F PFRIEM BREAST CANCER CENTER 111 BEACH ROAD FAIRFIELD CT 06824 060646554 501(C)(3) 10000 PATHWAYS TO SCREENING PROGRAM PERSON-TO-PERSON INC 1864 POST ROAD DARIEN CT 06820 061422248 501(C)(3) 7500 2013 SUMMER EDUCATION CAMP REGIONAL YMCA OF WESTERN CONNECTICUT 2 HUCKLEBERRY HILL ROAD BROOKFIELD CT 06804 066051610 501(C)(3) 13000 CAMP GREENKNOLL, 2013 SUMMER SESSION ST CATHERINE ACADEMY 760 TAHMORE DRIVE FAIRFIELD CT 06825 060737923 501(C)(3) 5100 2012 SUMMER PROGRAM ST CATHERINE ACADEMY 760 TAHMORE DRIVE FAIRFIELD CT 06825 060737923 501(C)(3) 60000 TUITION AND SCHOLARSHIP ASSISTANCE PROGRAM, 2013-2014 STAMFORD PUBLIC EDUCATION FOUNDATION 733 SUMMER STREET SUITE 203 STAMFORD CT 06901 061462359 501(C)(3) 7500 STAMFORD MENTORING PROGRAM STERLING HOUSE COMMUNITY CENTER 2283 MAIN STREET STRATFORD CT 06615 060665192 501(C)(3) 13000 YOUTH CONNECTION PROJECT (YCP) THOMAS MERTON CENTER 43 MADISON AVENUE BRIDGEPORT CT 06604 060653053 501(C)(3) 27500 MEALS AND SUPPLIES AT THE THOMAS MERTON CENTER YMCA OF STAMFORD 909 WASHINGTON BLVD STAMFORD CT 06901 060696985 501(C)(3) 7500 LEAD HIGH SCHOOL PROGRAM YWCA OF GREENWICH 259 EAST PUTNAM AVENUE GREENWICH CT 06830 060646992 501(C)(3) 7500 FINANCIAL LITERACY EDUCATION FOR DOMESTIC VIOLENCE VICTIMS 30 30 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE ORGANIZATION REQUIRES WRITTEN GRANT PROPOSALS FROM APPLICANTS, WHICH INCLUDE A NARRATIVE ABOUT THE APPLICANT ORGANIZATION, DETAIL OF THE FUNDING REQUEST, INCLUDING THE APPLICANT'S PLAN FOR MEASURING THE SUCCESS OF A PARTICULAR PROGRAM, AUDITED FINANCIAL STATEMENTS, CURRENT OPERATING BUDGETS, AND A LIST OF EXISTING SOURCES OF REVENUE. GRANTEES ARE REQUIRED TO PROVIDE A REPORT TO THE FOUNDATION WITHIN THREE MONTHS AFTER THE END OF THE GRANT PERIOD. THESE REPORTS ARE REVIEWED BY THE GRANT REVIEW COMMITTEES. X 0 0 0 0 0 0 0 0 0 ANNE O MCCRORY ESQ 0 150523 0 0 0 0 0 0 0 2250 0 152773 0 0 PART I, LINE 3 COMPENSATION GREATER THAN $150,000 LISTED FOR AN INDIVIDUAL WITHIN PART VII IS FROM A RELATED ORGANIZATION SEE SCHEDULE O 0 X 4 48840 FAIR MARKET VALUE X WINE PRODUCTS 1 5880 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 SEE SCHEDULE L PART IV. FORM 990, PART VI, SECTION A, LINE 6 THOSE INDIVIDUALS HOLDING THE FOLLOWING TITLES WITHIN THE BRIDGEPORT ROMAN CATHOLIC DIOCESEAN CORPORATION ARE MEMBERS OF THE ORGANIZATION: BISHOP OR ADMINISTRATOR, VICAR GENERAL, CHANCELLOR. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS ELECT THE DIRECTORS OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11 THE ORGANIZATION'S FORM 990 WAS PREPARED BY BLUM SHAPIRO & COMPANY, P.C. AND PROVIDED ELECTRONICALLY TO THE BOARD OF DIRECTORS IN ADVANCE OF THE FILING DATE FOR THEIR REVIEW AND APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD AFFAIRS COMMITTEE IS RESPONSIBLE FOR THE ON-GOING REVIEW OF AND ENFORCEMENT OF COMPLIANCE WITH THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE VOTING MEMBERS OF THE GOVERNING BODY DETERMINE THE COMPENSATON FOR THE TOP MANAGEMENT OFFICIAL. FORM 990, PART VI, SECTION C, LINE 19 AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE. THE ORGANIZATION'S BY-LAWS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT AUDITOR. THIS PROCESS HAS NOT CHANGED IN THE CURRENT YEAR. FORM 990: SCHEDULE L: PART IV 1. THE INNER-CITY FOUNDATION FOR CHARITY & EDUCATION (THE FOUNDATION) WAS INCORPORATED IN 1991 BY CERTAIN INDIVIDUALS, WHO WERE THEN OFFICERS OF THE BRIDGEPORT ROMAN CATHOLIC DIOCESAN CORPORATION (THE DIOCESE), AS A NON-SECTARIAN ORGANIZATION FOR THE PURPOSE OF SUPPORTING A VARIETY OF NOT-FOR-PROFIT AGENCIES AND INSTITUTIONS WHOSE PROGRAMS SERVE THE NEEDS OF EDUCATIONALLY AND CULTURALLY DISADVANTAGED CHILDREN AND ADULTS LIVING IN FAIRFIELD COUNTY, CONNECTICUT. CERTAIN HIGHEST RANKING DIOCESE OFFICIALS, BY VIRTUE OF THEIR TITLE OR APPOINTMENT, ARE THE CORPORATE MEMBERS OF THE FOUNDATION, AND ARE ALSO EX-OFFICIO MEMBERS OF THE FOUNDATION BOARD IN ACCORD WITH THE FOUNDATIONS ARTICLES OF INCORPORATION AND BY-LAWS. IN SEVERAL CASES, THESE SAME INDIVIDUALS ARE CORPORATE MEMBERS AND/OR OFFICERS AND/OR MEMBERS OF THE BOARD OF DIRECTORS OF OTHER ORGANIZATIONS AFFILIATED WITH THE DIOCESE WHICH CAN AND DO RECEIVE GRANTS FROM THE FOUNDATION. CURRENTLY THERE ARE FOUR CORPORATE MEMBERS: REV. MSGR. J. PETER CULLEN, REV. MSGR. JERALD A. DOYLE, REV. MSGR. WILLIAM J. SCHEYD, AND ANNE O. MCCRORY. REV. MSGR. JERALD A. DOYLE IS THE ULTIMATE SUPERVISOR OF ALL OF THESE INDIVIDUALS. THE FOLLOWING GRANTS WERE AWARDED TO ORGANIZATIONS AFFILIATED WITH THE DIOCESE: CARDINAL SHEHAN CENTER $30,000 CATHEDRAL ACADEMIES OF BRIDGEPORT $250,000 CATHOLIC CHARITIES OF FAIRFIELD COUNTY $17,500 KOLBE CATHEDRAL HIGH SCHOOL $194,668 MCGIVNEY COMMUNITY CENTER $30,000 NEW COVENANT HOUSE OF HOSPITALITY $20,000 ST. CATHERINE ACADEMY $65,100 THOMAS MERTON HOUSE OF HOSPITALITY $27,500 TOTAL $634,768 2. WILLIAM J. FOX, A BOARD MEMBER OF THE INNER-CITY FOUNDATION FOR CHARITY & EDUCATION, IS ALSO A MEMBER OF THE BOARD OF DIRECTORS OF MALTA PRISON VOLUNTEERS. MALTA PRISON VOLUNTEERS RECEIVED INNER-CITY FOUNDATION GRANTS TOTALING $3,500. 3. ARTHUR F. CASAVANT, III, A BOARD MEMBER OF THE INNER-CITY FOUNDATION FOR CHARITY & EDUCATION IS ALSO A VICE PRESIDENT AND THE COMMUNITY REINVESTMENT OFFICER OF PEOPLE'S UNITED BANK. THE FOUNDATION MAINTAINS BANK ACCOUNTS AT PEOPLE'S UNITED BANK. CATHEDRAL EDUCATION CLUSTER BRIDGEPORT CATHOLIC ELEMENTARY SCHO JEWETT AVE BRIDGEP CT 06606 203838995 TO OPERATE SCHOOLS THAT ARE FAITH FILLED LEARNING COMMUNITIES CT 501(C)(3) LINE 11A, I 0 CARDINAL SHEHAN CENTER 1494 MAIN STREET BRIDGEPORT CT 068243621 061101081 TO ENHANCE ED,SOCIAL, AND REC OPPORTUNITIES FOR LOW AND MODERATE INCOME FAMI CT 501(C)(3) LINE 7 0 CATHOLIC CHARITIES OF FAIRFIELD COUNTY INC 24 GRASSY PLAIN STREET BETHEL CT 068011700 060653053 TO PUT FAITH INTO ACTION BY PROVIDING FAMILY SUPPORT SVCS TO THE NEEDY CT 501(C)(3) LINE 11A, I 0 KOLBE CATHEDRAL HIGH SCHOOL 33 CALHOUN PLACE BRIDGEPORT CT 06604 061560971 TO EMPOWER STUDENTS WITH KNOWLEDGE,SKILLS AND CATHOLIC VALUES CT 501(C)(3) LINE 11A, I 0 THE MCGIVNEY COMMUNITY CENTER INC 338 STILLMAN STREET BRIDGEPORT CT 066100220 223059815 TO OPERATE A COMMUNITY CTR TO PROVIDE ACTIVITES TO INNER CITY YOUTH CT 501(C)(3) LINE 11A, I 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 BRIDGEPORT ROMAN CATHOLIC DIOCESAN CORPORATION B 634768 CASH DISBURSEMENT BRIDGEPORT ROMAN CATHOLIC DIOCESAN CORPORATION N 7200 ESTIMATED FMV BRIDGEPORT ROMAN CATHOLIC DIOCESAN CORPORATION P 161825 CASH DISBURSEMENT