STRATEGY STUDIO / PUBLIC DATA EXPLORER

LIBERTY BANK FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
LIBERTY BANK FOUNDATION (EIN 06-1479957)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-07-21
IRS object ID
201432029349100103
Schema version
2013v3.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2014-07-21T10:32:19-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN060903326PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WHITTLESEY & HADLEY PCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1280 TRUMBULL ST 24TH FLAddressLine1
CityHARTFORDCity
StateCTState
ZIP Code061033509ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN061479957EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LIBERTY BANK FOUNDATION INCBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlLIBEBusinessNameControlTxt
Phone8602758239PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11190 SILAS DEANE HWYAddressLine1
CityWETHERSFIELDCity
StateCTState
ZIP Code06109ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKATHLEEN DOUCETTEPersonNm
Person TitleTREASURERPersonTitleTxt
Phone8602758239PhoneNum
Signature2014-07-21SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonANDREW G ANDREWSPreparerPersonNm
PTINP00634334PTIN
Phone8605223111PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$11,033,930FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,697,457ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$247,261DividendsRevAndExpnssAmt
Dividends Net Invst Incm$247,261DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$675,484NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$11,378,875GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$675,484CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$2,620,202TotalRevAndExpnssAmt
Total Net Invst Incm$922,745TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$170,667CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$13,463CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$157,204CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$93,313OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm$0OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$93,313OthEmplSlrsWgsDsbrsChrtblAmt
Accounting Fees Rev And Expnss$8,750AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$4,375AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$4,375AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$67,429OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$67,429OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$14,481TaxesRevAndExpnssAmt
Taxes Net Invst Incm$6,168TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$88,829OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$88,829OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$443,469TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$91,435TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$343,721TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$693,073ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$815,373ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,136,542TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$91,435TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$1,159,094TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,483,660ExcessRevenueOverExpensesAmt
Net Investment Income$831,310NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$71,821SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$126,271SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$126,271SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses EOY$1,122PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$1,122PrepaidExpensesEOYFMVAmt
Other Investments BOY$8,850,544OtherInvestmentsBOYAmt
Other Investments EOY$10,906,537OtherInvestmentsEOYAmt
Other Investments EOYFMV$10,906,537OtherInvestmentsEOYFMVAmt
Total Assets BOY$8,922,365TotalAssetsBOYAmt
Total Assets EOY$11,033,930TotalAssetsEOYAmt
Total Assets EOYFMV$11,033,930TotalAssetsEOYFMVAmt
Grants Payable BOY$142,600GrantsPayableBOYAmt
Grants Payable EOY$20,300GrantsPayableEOYAmt
Other Liabilities BOY$3,165OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities BOY$145,765TotalLiabilitiesBOYAmt
Total Liabilities EOY$20,300TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$8,776,600UnrestrictedBOYAmt
Unrestricted EOY$11,013,630UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$8,776,600TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$11,013,630TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$8,922,365TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$11,033,930TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$8,776,600TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,483,660ExcessRevenueOverExpensesAmt
Other Increases$753,370OtherIncreasesAmt
Subtotal$11,013,630SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$11,013,630TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIES - SHORT$6,262,461$6,185,132$77,329$77,329
PUBLICLY TRADED SECURITIES - LONG$5,116,414$4,518,259$598,155$598,155
FieldValueIRS element (for citing)
Capital Gain Net Income$675,484CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$834,549AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$9,328,959NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.089458DistributionYr1Rt
Adjusted Qlfy Distri Yr2$859,009AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$9,572,869NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.089734DistributionYr2Rt
Adjusted Qlfy Distri Yr3$722,284AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$9,439,675NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.076516DistributionYr3Rt
Adjusted Qlfy Distri Yr4$632,819AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$8,151,760NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.077630DistributionYr4Rt
Adjusted Qlfy Distri Yr5$710,012AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$9,807,218NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.072397DistributionYr5Rt
Total Distribution0.405735TotalDistributionRt
Average Distribution0.081147AverageDistributionRt
Net Vl Noncharitable Assets$10,139,502NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$822,790AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$8,313NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$831,103AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,159,094QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$8,313InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$8,313SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$8,313TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$9,435EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$9,435TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$1,122OverpaymentAmt
Applied To ES Tax$1,122AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCTOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.LIBERTY-BANK.COM/FOUNDATIONWebsiteAddressTxt
Individual With BooksLINA CURTINIndividualWithBooksNm
Phone8603437495PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1315 MAIN STREETAddressLine1
CityMIDDLETOWNCity
StateCTState
ZIP Code06457ZIPCode
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (12 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CHANDLER HOWARD
315 MAIN STREETMIDDLETOWNCT06457PRESIDENT1.20$0$0$0
MICHAEL HELFGOTT
315 MAIN STREETMIDDLETOWNCT06457CHAIRMAN1.20$4,850$0$0
MARK GINGRAS
315 MAIN STREETMIDDLETOWNCT06457DIRECTOR1.20$4,550$0$0
RICHARD TOMC
315 MAIN STREETMIDDLETOWNCT06457DIRECTOR1.20$4,550$0$0
WILLARD MCRAE
315 MAIN STREETMIDDLETOWNCT06457DIRECTOR1.20$4,550$0$0
CATINA CABAN-OWEN
315 MAIN STREETMIDDLETOWNCT06457DIRECTOR1.20$4,550$0$0
WILFREDO NIEVES
315 MAIN STREETMIDDLETOWNCT06457DIRECTOR1.20$3,875$0$0
THOMAS J PASTORELLO
315 MAIN STREETMIDDLETOWNCT06457DIRECTOR1.20$0$0$0
CALVIN PRICE
315 MAIN STREETMIDDLETOWNCT06457DIRECTOR1.20$0$0$0
MARY MURPHY
315 MAIN STREETMIDDLETOWNCT06457DIRECTOR1.20$0$0$0
SUSAN MURPHY
315 MAIN STREETMIDDLETOWNCT06457DIRECTOR, EXEC DIRECTOR, V40.00$143,742$0$0
KATHLEEN DOUCETTE
315 MAIN STREETMIDDLETOWNCT06457TREASURER1.20$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$9,930,034AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$362,755AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$1,122FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$10,293,911TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$10,293,911AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$154,409CashDeemedCharitableAmt
Net Vl Noncharitable Assets$10,139,502NetVlNoncharitableAssetsAmt
Minimum Investment Return$506,975MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$506,975MinimumInvestmentReturnAmt
Tax Based On Investment Income$8,313TaxBasedOnInvestmentIncomeAmt
Total Tax$8,313TotalTaxAmt
Distributable Before Adj$498,662DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$498,662DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$498,662DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,159,094ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,159,094QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$8,313PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,150,781AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$498,662DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$222,007ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$227,759ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$262,722ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$390,078ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$384,189ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,486,755TotalExcessDistributionCyovAmt
Qualifying Distributions$1,159,094QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$498,662AppliedToCurrentYearAmt
Remaining Distri From Corpus$660,432RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$2,147,187TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$222,007ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,925,180ExcessDistriCyovToNextYrAmt
Excess From Year4$227,759ExcessFromYear4Amt
Excess From Year3$262,722ExcessFromYear3Amt
Excess From Year2$390,078ExcessFromYear2Amt
Excess From Year1$384,189ExcessFromYear1Amt
Excess From Current Year$660,432ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonTHE LIBERTY BANK FOUNDATION INCRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11190 SILAS DEANE HWYAddressLine1
CityWETHERSFIELDCity
StateCTState
ZIP Code06109ZIPCode
FieldValueIRS element (for citing)
Recipient Phone8603447222RecipientPhoneNum
Form And Info And MaterialsHTTPS://WWW.LIBERTY-BANK.COM/YOUR-COMMUNITY/LIBERTY-BANK-FOUNDATIONFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (155 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2
ACCESS AGENCY INC
1315 MAIN STREET SUITE 2WILLIMANTICCT06226501(C)3TO FUND THREE FINANCIAL TRAINING WORKSHOPS AS PART OF THE AGENCY'S HOUSING NOW! MULTI-FAMILY AFFORDABLE HOUSING PROGRAM$4,950
ADELBROOK
60 HICKSVILLE ROADCROMWELLCT06416501(C)3TO SUPPORT THE WORK STUDY PROGRAM$2,523
AMITY TEEN CENTER INC
PO BOX 3671WOODBRIDGECT06525501(C)3TO SUPPORT THE "TEENS MAKING A DIFFERENCE" COMMUNITY SERVICE PROJECT$2,000
ANDOVER HEBRON MARLBOROUGH YOUTH SERVICES
25 PENDLETON DRIVEHEBRONCT06248501(C)3TO SUPPORT GENERAL EXPENSES$2,000
BOY SCOUTS OF AMERICA
60 DARLIN STREETEAST HARTFORDCT061280098501(C)3TO SUPPORT THE SCOUTREACH PROGRAM FOR LOW-INCOME YOUTH IN WILLIMANTIC, NEW LONDON, NORWICH, AND MIDDLETOWN$5,000
BOY SCOUTS OF AMERICA CT RIVERS COUNCIL
60 DARLIN STREETEAST HARTFORDCT061280098501(C)3TO SUPPORT THE SCOUTREACH PROGRAM FOR LOW-INCOME YOUTH IN WILLIMANTIC, NEW LONDON, NORWICH, AND MIDDLETOWN$5,000
BOYS & GIRLS CLUB OF NEW BRITAIN INC
150 WASHINGTON STREETNEW BRITAINCT06051501(C)3TO SUPPORT THE POWER HOUR/HOMEWORK CLUB PROGRAM$3,000
BRISTOL EARLY CHILDHOOD ALLIANCE
200 MAIN STREETBRISTOLCT06010501(C)3TO SUPPORT PARENT SEE PROGRAMMING IN PLAINVILLE$2,500
BUSINESS INDUSTRY FOUNDATION OF MIDDLESEX COUNTY
393 MAIN STREETMIDDLETOWNCT06457501(C)3TO SUPPORT THE SUMMER YOUTH EMPLOYMENT PROGRAM$5,000
BUSINESS INDUSTRY FOUNDATION OF MIDDLESEX COUNTY
393 MAIN STREETMIDDLETOWNCT06457501(C)3TO SUPPORT THE MIDDLETOWN MENTOR PROGRAM$4,300
BUSINESS INDUSTRY FOUNDATION
393 MAIN STREETMIDDLETOWNCT06457501(C)3TO SUPPORT THE SUMMER YOUTH EMPLOYMENT PROGRAM$4,300
CATALYSTS POWERING EDUCATIONAL PERFORMANCE
211 SOUTH MAIN STREETMIDDLETOWNCT06457501(C)3TO SUPPORT THE CPEP VENTURES PROGRAM IN NEW BRITAIN$2,500
CATHOLIC CHARITIES AND FAMILY SERVICES
331 MAIN STREETNORWICHCT06360501(C)3TO SUPPORT THE EMERGENCY BASIC NEEDS AND CASE MANAGEMENT PROGRAM$5,000
CENTRAL CONNECTICUT STATE UNIVERSITY
1615 STANLEY STREETNEW BRITAINCT060504010501(C)3TO SUPPORT SCHOLARSHIPS FOR STUDENTS OF LOW-MODERATE INCOME FROM WITHIN THE BANK'S FOOTPRINT$2,000
CHILDRENS FIRST NORWICH
80 BROADWAYNORWICHCT06360501(C)3TO SUPPORT GENERAL EXPENSES$5,000
CHRISTIAN COMMUNITY ACTION INC
168 DAVENPORT AVENUENEW HAVENCT06519501(C)3TO SUPPORT THE PARENT LEADERSHIP TRAINING INSTITUTE, CHILDREN'S LEADERSHIP TRAINING INSTITUTE, AND PEOPLE EMPOWERING PEOPLE PROGRAMS IN NEW HAVEN$3,000
COALITION FOR NEW BRITAIN'S CHILDREN
74A VINE STREETNEW BRITAINCT06052501(C)3TO SUPPORT NEW BRITAIN'S CAMPAIGN FOR GRADE LEVEL READING$5,000
COLUMBUS HOUSE INC
PO BOX 7093NEW HAVENCT06519501(C)3TO SUPPORT THE MIDDLESEX FAMILY SHELTER PROGRAMS$4,000
CONCEPTS FOR ADAPTIVE LEARNING
PO BOX 8265NEW HAVENCT06530501(C)3TO SUPPORT THE TECHNOLOGY AND CASCADE TRAINING PROGRAM$3,650
CONNECTICUT ASSOCIATION FOR HUMAN SERVICES
110 BARTHOLOMEW AVENUE SUITE 4030HARTFORDCT06106501(C)3TO PROVIDE ASSET BUILDING AND FINANCIAL EDUCATION PROGRAMS TO NONPROFIT COMMUNITY BASED ORGANIZATIONS IN SOUTHEASTERN CONNECTICUT$7,500
CONNECTICUT COLLEGE
270 MOHEGAN AVENUENEW LONDONCT063204196501(C)3TO SUPPORT ANNUAL STUDENT SCHOLARSHIPS$2,000
CONNECTICUT INVENTION CONVENTION INC
PO BOX 576PORTLANDCT06480501(C)3TO SUPPORT STEM PROGRAMMING AT CHARLES W. BARROWS STEM ACADEMY IN WINDHAM$3,000
CORPORATION FOR SUPPORTIVE HOUSING
77 BUCKINGHAM STREETHARTFORDCT06106501(C)3TO EXPAND THE IMPACT OF THE MIDDLESEX COMMUNITY CARE TEAM$5,000
COVENANT SHELTER OF NEW LONDON
PO BOX 1653NEW LONDONCT06320501(C)3TO PURCHASE HEALTHY FOOD AND BEVERAGES FOR SHELTER CLIENTS$2,500
COVENANT SOUP KITCHEN
220 VALLEY STREETWILLIMANTICCT06226501(C)3TO SUPPORT THE ON-SITE MEALS PROGRAM$5,000
COVENANT TO CARE FOR CHILDREN INC
120 MOUNTAIN AVENUEBLOOMFIELDCT060025003501(C)3TO SUPPORT THE CRITICAL GOODS DISTRIBUTION PROGRAM$2,000
CT CENTER FOR SCHOOL CHANGE
151 NEW PARK AVENUEHARTFORDCT06106501(C)3TO SUPPORT GENERAL EXPENSES$5,000
CT FOOD BANK
PO BOX 8686NEW HAVENCT06531501(C)3TO SUPPORT GENERAL EXPENSES$3,000
EASTERN CONNECTICUT HOUSING OPPORTUNITIES
228 STATE STREETNEW LONDONCT06320501(C)3TO SUPPORT THE DOWNPAYMENT ASSISTANCE LOAN PROGRAM FOR LOW-INCOME, FIRST-TIME HOMEBUYERS IN NEW LONDON COUNTY$3,000
EASTERN CONNECTICUT STATE UNIVERSITY FOUNDATION
83 WINDHAM STREETWILLIMANTICCT06226501(C)3TO SUPPORT SCHOLARSHIP PROGRAM AT STATE UNIVERSITIES$2,000
EASTERN CT WORKFORCE INVESTMENT BOARD INC
108 NEW PARK AVENUEFRANKLINCT06254501(C)3TO SUPPORT THE 2013 SUMMER YOUTH EMPLOYMENT PROGRAM$5,000
ESTUARY COUNCIL OF SENIORS INC
220 MAIN STREETOLD SAYBROOKCT06475501(C)3TO SUPPORT MEALS ON WHEELS FOR SENIOR CITIZENS$3,000
FRESH NEW LONDON
PO BOX 429NEW LONDONCT06320501(C)3TO SUPPORT THE FRESH MOBILE MARKET INITIATIVE IN NEW LONDON COUNTY$3,000
FRIENDSHIP SERVICE CENTER OF NEW BRITAIN INC
PO BOX 1896NEW BRITAINCT06050501(C)3TO FUND PRE-DEVELOPMENT AND CONSULTANT SERVICES TO PREPARE A PROPOSAL FOR STATE FUNDING FOR NEW UNITS OF SUPPORTIVE HOUSING IN NEW BRITAIN$5,000
FRIENDSHIP SERVICE CENTER
PO BOX 1895NEW BRITAINCT06050501(C)3TO FUND PRE-DEVELOPMENT AND CONSULTANT SERVICES TO PREPARE A PROPOSAL FOR STATE FUNDING FOR NEW UNITS OF SUPPORTIVE HOUSING IN NEW BRITAIN$2,500
GATEWAY COMMUNITY COLLEGE FOUNDATION INC
88 BASSETT ROADNORTH HAVENCT06473501(C)3TO SUPPORT SCHOLARSHIPS FOR LOCAL STUDENTS WITH FINANCIAL NEED$5,000
GEMMA E MORAN UNITED WAYLABOR FOOD CENTER
374 BROAD STNEW LONDONCT06320501(C)3TO SUPPORT GENERAL EXPENSES$5,000
GILEAD COMMUNITY SERVICES INC
222 MAIN STREET EXTENSIONMIDDLETOWNCT06457501(C)3TO SUPPORT THE CLIENT BASIC NEEDS FUND$5,000
GREATER NEW HAVEN COMMUNITY LOAN FUND INC
171 ORANGE STREET SUITE 3NEW HAVENCT06510501(C)3TO FUND THE REAL OPTIONS IN OVERCOMING FORCLOSURE PROGRAM IN THE GREATER NEW HAVEN AREA$3,000
GREEN STREET ARTS CENTER
51 GREEN STREETMIDDLETOWNCT06459501(C)3TO SUPPORT THE AFTER-SCHOOL ARTS AND SCIENCES PROGRAM$5,000
GROW WINDHAM
872 MAIN STREETWILLIMANTICCT06226501(C)3TO SUPPORT THE WINDHAM YOUTH CORE PROGRAM$2,500
HABITAT FOR HUMANITY
779 WINDSOR STREETHARTFORDCT06144501(C)3TO FUND THE CONSTRUCTION OF FIVE AFFORDABLE HOMES IN BRISTOL FOR LOW-INCOME FAMILIES$5,000
HARTFORD AREA HABITAT FOR HUMANITY
780 WINDSOR STREETHARTFORDCT06144501(C)3TO FUND THE CONSTRUCTION OF FIVE AFFORDABLE HOMES IN BRISTOL FOR LOW-INCOME FAMILIES$5,000
HARTFORD JEWISH COALITION FOR LITERACY
333 BLOOMFIELD AVENUE SUITE CWEST HARTFORDCT06117501(C)3TO SUPPORT ELEMENTARY EXPRESS, AN EARLY LITERACY PROGRAM$2,500
HARTFORD JEWISH COALITION FOR LITERACY
333 BLOOMFIELD AVENUE SUITE CWEST HARTFORDCT06117501(C)3TO SUPPORT ELEMENTARY EXPRESS, AN EARLY LITERACY PROGRAM$2,500
HIGHEREDGE
35 REDDEN AVENUENEW LONDONCT06320501(C)3TO SUPPORT INTENSIVE COLLEGE ACCESS AND SUCCESS PROGRAMMING FOR LOW-INCOME AND FIRST-GENERATION COLLEGE-BOUND STUDENTS FROM NEW LONDON COUNTY$3,500
HOLY FAMILY HOME AND SHELTER
88 JACKSON STREETWILLIMANTICCT06226501(C)3TO REPAIR DAMAGED CEILINGS AND REPLACE A CARPET IN THE SHELTER$4,000
HOPE PARTNERSHIP INC
121 MAIN STREETOLD SAYBROOKCT064752382501(C)3TO SUPPORT THE AFFORDABLE HOUSING EDUCATION AND ADVOCACY PROJECT$5,000
HYGIENIC ARTS INC
79 BANK STREETNEW LONDONCT06320501(C)3TO SUPPORT THE DO THE WRITE THING PROGRAM$3,000
JEWISH FAMILY SERVICES OF GREATER HARTFORD
333 BLOOMFIELD AVENUE SUITE AWEST HARTFORDCT06117501(C)3TO SUPPORT THE JEWISH EMPLOYMENT SERVICES PROGRAM$3,000
JEWISH FEDERATION OF EASTERN CT
28 CHANNING STREETNEW LONDONCT06320501(C)3TO SUPPORT THE CASE MANAGEMENT SOCIAL SERVICES MANAGER$4,000
JUMPSTART FOR YOUNG CHILDREN
505 EIGHTH AVENUE SUITE 1100NEW YORKNY10018501(C)3TO 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 STREETHARTFORDCT06103501(C)3TO SUPPORT THE FINANCIAL LITERACY, WORKFORCE READINESS, AND ENTREPRENEURSHIP PROGRAMS AT MIDDLETOWN'S MACDONOUGH, MOODY, AND SNOW SCHOOLS$3,000
KIWANIS FOUNDATION OF MIDDLETOWN - WARM THE CHILDREN
PO BOX 432FAIRFIELDCT06824501(C)3TO SUPPORT GENERAL EXPENSES$2,500
LAWRENCE & MEMORIAL HOSPITAL
365 MONTAUK AVENUENEW LONDONCT06320501(C)3TO SUPPORT THE CENTENNIAL CAMPAIGN TO BUILD A NEW CANCER CENTER IN WATERFORD$7,350
LIBERTY BANK DONALD B WILBUR SCHOLARSHIP
LIBERTY BANK FOUNDATION PO BOX 1212MIDDLETOWNCT06457501(C)3TO 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
LIBERTY BANK FOUNDATION PO BOX 1212MIDDLETOWNCT06457501(C)3TO SUPPORT EARLY LITERACY PROGRAMS IN K-3 SCHOOLS THROUGHOUT LIBERTY BANK'S MARKET AREA$30,000
LIBERTY BANK FOUNDATION ADULT EDUCATION PROGRAM
LIBERTY BANK FOUNDATION PO BOX 1212MIDDLETOWNCT06457501(C)3TO PROVIDE SCHOLARSHIPS FOR LOW/MODERATE-INCOME GRADUATES OF ADULT EDUCATION PROGRAMS WHO ARE GOING ON TO COLLEGE$22,000
LIBERTY BANK FOUNDATION SCHOLARSHIPS
LIBERTY BANK FOUNDATION PO BOX 1212MIDDLETOWNCT06457501(C)3TO PROVIDE SCHOLARSHIPS FOR OUTSTANDING STUDENTS FROM LIBERTY BANK'S MARKET AREA$62,500
LIBERTY BANK VOLUNTEER HALL OF FAME AWARD
LIBERTY BANK FOUNDATION PO BOX 1212MIDDLETOWNCT06457501(C)3TO FUND DONATIONS TO CHARITIES SELECTED BY THE WINNER(S) OF THE LIBERTY BANK VOLUNTEER HALL OF FAME AWARD$1,000
LIBERTY BANKROTARY CLUB THANKSGIVING DINNER DRIVE
LIBERTY BANK FOUNDATION PO BOX 1212MIDDLETOWNCT06457501(C)3TO MATCH FUNDS DONATED AT LIBERTY BANK BRANCHES TO PROVIDE THANKSGIVING DINNERS FOR NEEDY FAMILIES$30,000
LITERACY VOLUNTEERS OF CENTRAL CT INC
20 HIGH STREETNEW BRITAINCT06051501(C)3TO SUPPORT THE PARENTING FOR ACADEMIC SUCCESS PROGRAM$2,500
LOCAL INITIATIVES SUPPORT CORPORATION
227 LAWRENCE STREETHARTFORDCT061061430501(C)3TO IMPROVE PRODUCTIVITY AND SUSTAINABILITY OF AFFORDABLE HOUSING DEVELOPERS THROUGHOUT LIBERTY BANK'S FOOTPRINT THROUGH CAPACITY BUILDING SERVICES AND INVESTMENTS$5,000
LYME ACADEMY COLLEGE OF FINE ARTS
84 LYME STREETOLD LYMECT06371501(C)3TO SUPPORT A SCHOLARSHIP FOR A LOW-INCOME STUDENT IN THE ACADEMY'S BFA PROGRAM$2,000
MANSFIELD ADVOCATES FOR CHILDREN
4 SOUTH EAGLEVILLE ROADMANSFIELDCT06268501(C)3TO SUPPORT THE PEOPLE EMPOWERING PEOPLE (PEP) PROGRAM IN MANSFIELD$2,500
MARTIN HOUSE
401 WEST THAMES STREET BLDG 700NORWICHCT06360501(C)3TO PURCHASE FOOD FOR RESIDENT MEALS$2,500REAR WING
MERCY HOUSING & SHELTER
211 WETHERSFIELD AVENUEHARTFORDCT06114501(C)3TO SUPPORT THE NEW MERCY SUPPORTIVE HOUSING SERVICES PROGRAM IN MIDDLESEX COUNTY$4,000
MERCY HOUSING & SHELTER
211 WETHERSFIELD AVENUEHARTFORDCT06114501(C)3TO SUPPORT THE NEW MERCY SUPPORTIVE HOUSING SERVICES PROGRAM IN MIDDLESEX COUNTY$5,000
MERIDEN CHILDREN FIRST
105 MILLER STREETMERIDENCT06450501(C)3TO SUPPORT THE MERIDEN FAMILY ZONE LEADERSHIP PROJECT.$7,500
MIDDLESEX COALITION FOR CHILDREN
100 RIVERVIEW CENTER SUITE 230MIDDLETOWNCT06457501(C)3TO SUPPORT THE CONTINUED WORK OF THE COALITION AND THE SALARY OF A NEW DIRECTOR$5,000
MIDDLESEX COMMUNITY COLLEGE FOUNDATION INC
100 TRAINING HILL ROADMIDDLETOWNCT06457501(C)3TO SUPPORT SCHOLARSHIPS FOR LOCAL STUDENTS WITH FINANCIAL NEED$5,000
MIDDLESEX HABITAT FOR HUMANITY OF CT INC
34 SHUNPIKE RD 24CROMWELLCT06416501(C)3TO SUPPORT GENERAL EXPENSES$5,000
MIDDLESEX HOSPITAL
28 CRESCENT STREETMIDDLETOWNCT064573650501(C)3TO SUPPORT THE EMERGENCY DEPARTMENT AND INPATIENT ROOM CAPITAL CAMPAIGN$10,000
MIDDLESEX HOSPITAL
28 CRESCENT STREETMIDDLETOWNCT064573650501(C)3TO SUPPORT THE CAPITAL CAMPAIGN$18,000
MIDDLESEX UNITED WAY
100 RIVERVIEW CENTERMIDDLETOWNCT06457501(C)3TO SUPPORT THE ANNUAL APPEAL$47,500
MIDDLETOWN EMERGENCY WARMING CENTER
100 RIVERVIEW CENTER SUITE 230MIDDLETOWNCT06457501(C)3TO SUPPORT AN EMERGENCY WINTER WARMING CENTER FOR HOMELESS PEOPLE IN MIDDLETOWN$2,500
MIDDLETOWN EMERGENCY WARMING CENTER
100 RIVERVIEW CENTER SUITE 230MIDDLETOWNCT06457501(C)3TO SUPPORT AN EMERGENCY WINTER WARMING CENTER FOR HOMELESS PEOPLE IN MIDDLETOWN$2,500
MIDDLETOWN EVEN START FAMILY LITERACY PROGRAM
398 MAIN STREETMIDDLETOWNCT06457501(C)3TO OFFSET COSTS ASSOCIATED WITH THE FAMILY LUNCH PROGRAM$4,000
MIDDLETOWN PATHWAYS TO YOUR FUTURE COLLABORATIVE
311 HUNTING HILL AVENUEMIDDLETOWNCT06457501(C)3TO SUPPORT THE COLLEGE/CAREER AWARENESS PROGRAM$5,000
MIDSTATE MEDICAL CENTER
435 LEWIS AVENUEMERIDENCT06451501(C)3TO SUPPORT THE EMERGENCY SERVICES DEPARTMENT EXPANSION CAMPAIGN$4,000
MIDSTATE MEDICAL CENTER
435 LEWIS AVENUEMERIDENCT06451501(C)3TO SUPPORT THE EMERGENCY SERVICES DEPARTMENT EXPANSION CAMPAIGN$4,000
MITCHELL COLLEGE
437 PEQUOT AVENUENEW LONDONCT063204498501(C)3TO SUPPORT SCHOLARSHIPS FOR LOCAL STUDENTS WITH FINANCIAL NEED$2,000
MYSTIC AREA SHELTER AND HOSPITALITY INC
119 HIGH STREETMYSTICCT06355501(C)3TO SUPPORT GENERAL OPERATING EXPENSES$2,500
NATCHAUG HOSPITAL INC
189 STORRS ROADMANSFIELD CENTERCT062500260501(C)3TO SUPPORT THE NEW JOSHUA CENTER THAMES VALLEY$3,000
NEIGHBORHOOD HOUSING SERVICES OF NEW BRITAIN INC
223 BROAD STREETNEW BRITAINCT06053501(C)3TO SUPPORT HIRING A PART-TIME RESOURCE DEVELOPMENT WRITER FOR ONE YEAR$3,000
NEIGHBORHOOD HOUSING SERVICES OF NEW HAVEN
333 SHERMAN AVENUENEW HAVENCT06511501(C)3TO SUPPORT REVITALIZATION EFFORTS IN THE NEWHALLVILLE NEIGHBORHOOD OF NEW HAVEN$5,000
NEW ENGLAND SCIENCE AND SAILING FOUNDATION
PO BOX 733STONINGTONCT06378501(C)3TO FUND AN EXPERIENTIAL STEM EDUCATION PROGRAM FOR LOW-INCOME, MINORITY STUDENTS IN PARTNERSHIP WITH THE BENNIE DOVER JACKSON MIDDLE SCHOOL IN NEW LONDON.$3,000
NEW LONDON COUNTY FUND TO END HOMELESSNESS
PO BOX 375 283 STODDARDS WHARF ROADGALES FERRYCT06335501(C)3TO SUPPORT THE HOMELESSNESS DIVERSION AND RAPID RE-HOUSING PROGRAM$5,000
NEW LONDON HOMELESS HOSPITALITY CENTER
325 HUNTINGTON STREETNEW LONDONCT06320501(C)3TO SUPPORT GENERAL OPERATING EXPENSES OF THE SHELTER AND DAYTIME HOSPITALITY CENTER$5,000
NEW LONDON PLTI COLLABORATIVE
120 BROAD STREETNEW LONDONCT06320501(C)3TO SUPPORT GENERAL EXPENSES$5,000
NEW LONDON YOUTH AFFAIRS
120 BROAD STREETNEW LONDONCT06320501(C)3TO SUPPORT PROGRAMS AT THE EARLY CHILDHOOD CENTER$5,000
NORTHERN MIDDLESEX YMCA
99 UNION STREETMIDDLETOWNCT06457501(C)3TO FUND THE KIDZLIT AFTER-SCHOOL PROGRAM FOR GRADES K-2$5,000
NORWICH COMMUNTIY CARE TEAM
80 BROADWAYNORWICHCT06360501(C)3TO SUPPORT GENERAL EXPENSES$5,000
NORWICH SAFETY NET TEAM
80 BROADWAYNORWICHCT06360501(C)3TO SUPPORT THE BACK PACK IT TO SCHOOL PROGRAM, THE GOLDEN WISHES PROGRAM, THE HYGIENE CLOSET, THE JOB RELATED INCIDENTALS PROGRAM, THE CHILDREN'S FUND, AND THE PHARMACY FUND$5,000
NORWICH YOUTH AND FAMILY SERVICES
80 BROADWAYNORWICHCT06360501(C)3TO SUPPORT THE SUMMER JAM AND LEARN DIVERSION COLLABORATIVE$2,000
OCEAN COMMUNITY YMCA - MYSTIC BRANCH
1 HARRY AUSTIN DRIVEMYSTICCT06355501(C)3TO SUPPORT Y READ, AN AFTER-SCHOOL LITERACY PROGRAM, IN NORWICH$4,500
ODDFELLOWS PLAYHOUSE
128 WASHINGTON STREETMIDDLETOWNCT06457501(C)3TO SUPPORT THE NEIGHBORHOOD TROUPES AND ARTS EXPLORERS PROGRAMS$5,000
OIC OF NEW LONDON COUNTY INC
106 TRUMAN STREETNEW LONDONCT06320501(C)3TO SUPPORT THE EMPLOYMENT TRAINING PROGRAM$5,000
OPERATION FUEL INC
1 REGENCY DRBLOOMFIELDCT06002501(C)3TO SUPPORT GENERAL EXPENSES$5,000
OUR PIECE OF THE PIE
20-28 SARGEANT STREETHARTFORDCT06105501(C)3TO SUPPORT PATHWAYS TO SUCCESS, A PROGRAM THAT HELPS YOUTH AGES 14-24 TO SUCCESSFULLY TRANSITION BETWEEN HIGH SCHOOL AND COLLEGE, VOCATIONAL, OR WORK OPPORTUNITIES.$3,000
PARENT LEADERSHIP TRAINING INSTITUTE
311 HUNTING HILL AVENUEMIDDLETOWNCT06457501(C)3TO SUPPORT THE PARENT/CHILDREN'S LEADERSHIP TRAINING INSTITUTE AND PEOPLE EMPOWERING PEOPLE PROGRAMS$5,000
PARTNERSHIP FOR STRONG COMMUNITIES
227 LAWRENCE STREETHARTFORDCT06106501(C)3TO SUPPORT THE HOMECONNECTICUT AFFORDABLE HOUSING CAMPAIGN$5,000
PLAINVILLE COMMUNITY FOOD PANTRY INC
54 SOUTH CANAL STREETPLAINVILLECT06062501(C)3TO HELP PROVIDE BREAD ITEMS TO 30 AGENCIES IN PLAINVILLE, NEW BRITAIN, BRISTOL AND FARMINGTON$3,000
PRUDENCE CRANDALL CENTER
PO BOX 895NEW BRITAINCT06050501(C)3TO PREVENT DOMESTIC VIOLENCE THROUGH THE COMMUNITY EDUCATION AND PREVENTION PROGRAM$5,000
QUINEBAUG VALLEY COMMUNITY COLLEGE FOUNDATION
742 UPPER MAPLE STREETDANIELSONCT06239501(C)3TO SUPPORT SCHOLARSHIPS FOR LOCAL STUDENTS WITH FINANCIAL NEED$5,000
REACH OUT AND READ INC
56 ROLAND STREET SUITE 100DBOSTONMA02129501(C)3TO SUPPORT EARLY LITERACY PROGRAMMING IN MANSFIELD AND WINDHAM$2,500
REBUILDING TOGETHER NEW BRITAIN
200 MYRTLE STREETNEW BRITAINCT06053501(C)3TO SUPPORT HOME REPAIR AND REHAB SERVICES FOR LOW-INCOME HOMEOWNERS IN NEW BRITAIN$2,500
RIVERFRONT CHILDREN'S CENTER GROTON
476 THAMES STGROTONCT06340501(C)3TO SUPPORT GENERAL EXPENSES$3,300
STEPS INC
PO BOX 1907GROTONCT06340501(C)3TO SUPPORT THE GIRLS EMPOWERMENT PROGRAM$2,000
SACRED HEART EDUCATIONAL CENTER
54 WEST MAIN STREETBALTICCT06330501(C)3TO SUPPORT THE TUTORING PROGRAM$2,500
SAFE FUTURES
16 JAY STREETNEW LONDONCT063205910501(C)3TO SUPPORT VIOLENCE PREVENTION PROGRAMMING FOR NEW LONDON COUNTY MIDDLE AND HIGH SCHOOL STUDENTS$3,000
SHORELINE SOUP KITCHENS & PANTRIES
PO BOX 804ESSEXCT064260804501(C)3TO PURCHASE FOOD FOR PANTRIES SERVING 11 SHORELINE TOWNS$5,000
SOLAR YOUTH
53 WAYFARER STREETNEW HAVENCT06515501(C)3TO SUPPORT THE YOUTH EDUCATOR INTERNSHIP PROGRAM, WHICH TRAINS LOW-INCOME TEENAGERS TO PROVIDE HANDS-ON ENVIRONMENTAL EDUCATION TO YOUNGER CHILDREN$3,000
SOUTHINGTON-CHESHIRE COMMUNITY YMCA
961 SOUTH MAIN STREETCHESHIRECT06410501(C)3TO PROVIDE FINANCIAL ASSISTANCE TO LOW-INCOME FAMILIES WHOSE CHILDREN CAN BENEFIT FROM THE Y'S BEFORE- AND AFTER-SCHOOL PROGRAMS.$2,500
SPANISH COMMUNITY OF WALLINGFORD
284 WASHINGTON STWALLINGFORDCT06492501(C)3TO SUPPORT GENERAL EXPENSES$5,000
ST VINCENT DEPAUL PLACE
119 CLIFF STREETNORWICHCT06360501(C)3TO SUPPORT GENERAL OPERATING EXPENSES$6,000
ST VINCENT DE PAUL PLACE - NORWICH
120 CLIFF STREETNORWICHCT06360501(C)3TO SUPPORT GENERAL OPERATING EXPENSES$5,000
ST VINCENT DEPAUL MIDDLETOWN
PO BOX 398MIDDLETOWNCT064570398501(C)3TO SUPPORT THE MEALS AND OUTREACH INITIATIVES$6,000
STONINGTON COMMUNITY CENTER
PO BOX 286STONINGTONCT06378501(C)3TO SUPPORT THE IMPACT PROGRAM$2,500
THAMES RIVER COMMUNITY SERVICE INC
ONE THAMES RIVER PLACENORWICHCT06360501(C)3TO SUPPORT THE CHILD DEVELOPMENT PROGRAMMING FOR CHILDREN WHO LIVE AT THE THAMES RIVER FAMILY PROGRAM FACILITY$3,500
THE BRIDGE FAMILY CENTER
1022 FARMINGTON AVENUEWEST HARTFORDCT061072105501(C)3TO SUPPORT THE PARENT LEADERSHIP TRAINING INSTITUTE (PLTI) PROGRAM IN WEST HARTFORD$5,000
THE BRIDGE FAMILY CENTER
1022 FARMINGTON AVENUEWEST HARTFORDCT061072105501(C)3TO SUPPORT THE PARENT LEADERSHIP TRAINING INSTITUTE (PLTI) PROGRAM IN WEST HARTFORD$5,000
THE CONNECTION INC
100 ROSCOMMON DRIVE SUITE 203MIDDLETOWNCT06457501(C)3TO SUPPORT INCREASED CAPACITY FOR THE EDDY SHELTER$5,000
THE FURNITURE BANK OF SOUTHEASTERN CONNECTICUT
PO BOX 124GALES FERRYCT06335501(C)3TO PURCHASE BEDS FOR LOW-INCOME FAMILIES REFERRED BY SOCIAL SERVICE AGENCIES$2,500
THE MAYOR'S WORK PLAN TO END HOMELESSNESS
22 GLEN STREETNEW BRITAINCT06051501(C)3TO SUPPORT THE MAYOR'S WORK PLAN TO END HOMELESSNESS$3,500
THE NEW LIFE PROGRAM
PO BOX 871OLD LYMECT06371501(C)3TO SUPPORT AN APARTMENT FOR WOMEN RELEASED FROM YORK CORRECTIONAL INSTITUTION AND HELP THEM SUCCESSFULLY RE-INTEGRATE INTO THEIR FAMILIES AND COMMUNITY.$1,500
THE NEW LONDON COMMUNITY MEAL CENTER INC
12 MONTAUK AVENUENEW LONDONCT06320501(C)3TO PURCHASE FOOD TO BE SERVED TO LOW-INCOME NEW LONDON RESIDENTS$5,000
THE UNIVERSITY OF CONNECTICUT FOUNDATION INC
2390 ALUMNI DRIVESTORRSCT06269501(C)3TO SUPPORT STATEWIDE TRAINING AND ADMINISTRATION FOR THE PEOPLE EMPOWERING PEOPLE (PEP) PROGRAM$5,000
THREE RIVERS COLLEGE FOUNDATION
574 NEW LONDON TURNPIKENORWICHCT063605063501(C)3TO SUPPORT SCHOLARSHIPS FOR LOCAL STUDENTS WITH FINANCIAL NEED$5,000
UNITED COMMUNITY & FAMILY SERVICES
34 EAST TOWN STREETNORWICHCT063602326501(C)3TO SUPPORT THE ACCESS TO CARE PROGRAM$3,000
UNITED WAY OF CENTRAL AND NORTHEASTERN CT
30 LAUREL STREETHARTFORDCT061061374501(C)3TO SUPPORT THE ANNUAL APPEAL$8,500
UNITED WAY OF GREATER NEW HAVEN
370 JAMES STREET 4TH FLOOR SUITENEW HAVENCT06510501(C)3TO SUPPORT THE ANNUAL APPEAL$1,500403
UNITED WAY OF GREATER WATERBURY
100 NORTH ELM STREETWATERBURYCT06702501(C)3TO SUPPORT THE ANNUAL APPEAL$500
UNITED WAY OF MERIDEN AND WALLINGFORD
35 PLEASANT STREETMERIDENCT06450501(C)3TO SUPPORT THE ANNUAL APPEAL$4,000
UNITED WAY OF SOUTHEASTERN CT
283 STODDARDS WHARF ROADGALES FERRYCT06335501(C)3TO SUPPORT THE ANNUAL APPEAL$15,000
UNITED WAY OF WEST CENTRAL CONNECTICUT
200 MAIN STREETBRISTOLCT06010501(C)3TO SUPPORT THE ANNUAL APPEAL$500
UNIVERSITY OF CONNECTICUT SCHOOL OF FINE ARTS
2390 ALUMNI DRIVE U-3206STORRSCT062693206501(C)3TO SUPPORT SCHOLARSHIP(S) FOR STUDENTS FROM THE DEPARTMENT OF ART & ART HISTORY$2,500
UNIVERSITY OF HARTFORD
200 BLOOMFIELD AVENUEWEST HARTFORDCT06117501(C)3TO SUPPORT SCHOLARSHIPS FOR LOCAL STUDENTS WITH FINANCIAL NEED$2,000
VALLEY SHORE YMCA
201 SPENCER PLAIN RDWESTBROOLCT06498501(C)3TO SUPPORT GENERAL EXPENSES$2,500
WALLINGFORD EMERGENCY SHELTER
123 QUINNIPIAC STWALLINGFORDCT06492501(C)3TO SUPPORT GENERAL EXPENSES$3,000
WALLINGFORD FAMILY YMCA
81 SOUTH ELM STREETWALLINGFORDCT06492501(C)3TO FUND THE UPWARD BOUND PROGRAM$4,000
WALLINGFORD YOUTH & SOCIAL SERVICES
6 FAIRFIELD BLVDWALLINGFORDCT06492501(C)3TO SUPPORT PARENTS SEE PROGRAMMING IN WALLINGFORD$5,000
WALLINGFORD YOUTH AND SOCIAL SERVICES
6 FAIRFIELD BLVDWALLINGFORDCT06492501(C)3TO SUPPORT PARENTS SEE PROGRAMMING IN WALLINGFORD$5,000
WESLEYAN UNIVERSITY
237 HIGH STREET NORTH COLLEGE ROOMMIDDLETOWNCT064590486501(C)3TO SUPPORT THE ETHERINGTON SCHOLARSHIP AT WESLEYAN UNIVERSITY$2,000303
WESLEYAN UNIVERSITY
238 HIGH STREET NORTH COLLEGE ROOMMIDDLETOWNCT064590486501(C)3TO SUPPORT THE ETHERINGTON SCHOLARSHIP AT WESLEYAN UNIVERSITY$5,000303
WILLARD M MCRAE COMMUNITY DIVERSITY AWARD
LIBERTY BANK FOUNDATION PO BOX 1212MIDDLETOWNCT06457501(C)3TO FUND AN AWARD FOR A COMMUNITY LEADER WHO HAS CHAMPIONED THE CAUSE OF DIVERSITY IN LIBERTY'S SERVICE AREA$5,000
WINDHAM AREA INTERFAITH MINISTRY
PO BOX 221WILLIMANTICCT06226501(C)3TO SUPPORT THE UNMET NEEDS FUND$3,500
WINDHAM AREA INTERFAITH MINISTRY
PO BOX 221WILLIMANTICCT06226501(C)3TO SUPPORT THE UNMET NEEDS FUND$3,500
WINDHAM COMMUNITY AFTER SCHOOL PROGRAM
PO BOX 221WILLIMANTICCT06226501(C)3TO SUPPORT THE UNMET NEEDS FUND$10,000
WINDHAM COUNTY HOMELESS COALITION
PO BOX 221WILLIMANTICCT06226501(C)3TO SUPPORT THE UNMET NEEDS FUND$2,000
WINDHAM COUNTY HOMELESS COALITIONCONTINUUM OF CARE
C/O WINDHAM AREA INTERFAITHWILLIMANTICCT06226501(C)3TO SUPPORT THE WINDHAM HOMELESS INTERVENTION FUND$2,000MINISTRY
WINDHAM REGIONAL COMMUNITY COUNCIL
PO BOX 46WILLIMANTICCT06226501(C)3TO SUPPORT GENERAL OPERATING EXPENSES$5,000
WINDHAM REGIONAL NO FREEZE HOSPITALITY CENTER INC
PO BOX 46WILLIMANTICCT06226501(C)3TO SUPPORT GENERAL OPERATING EXPENSES$5,000
WORKPATH FUND
560 ELLA T GRASS BLVDNEW HAVENCT06519501(C)3TO SUPPORT THE WORKPATH FUND$10,000
WRITER'S BLOCK INK
446 COLMAN STREETNEW LONDONCT06320501(C)3TO SUPPORT THE SEASONAL SHOWCASE AND PERFORMANCE PROGRAMS FOR STUDENTS AT THE INTERDISTRICT SCHOOL FOR ARTS AND COMMUNICATIONS$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$815,373TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BUSINESS INDUSTRY FOUNDATION
393 MAIN STREETMIDDLETOWNCT06457501(C)3TO SUPPORT GENERAL OPERATING EXPENSES$4,300
UNITED WAY OF SOUTHEASTERN CT
283 STODDARDS WHARF ROADGALES FERRYCT06335501(C)3TO SUPPORT GENERAL OPERATING EXPENSES$15,000
UNITED WAY OF WEST CENTRAL CONNECTICUT
200 MAIN STREETBRISTOLCT06010501(C)3TO SUPPORT GENERAL OPERATING EXPENSES$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$20,300TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$247,261ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$675,484ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$922,745ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$922,745TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEESCategoryTxt
Amt$8,750Amt
Net Investment Income$4,375NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$4,375DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemRAYMOND JAMES INVESTMENT PORTFOLIOCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$10,906,537BookValueAmt
EOYFMV$10,906,537EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Revenue And Expenses Per Books$88,829RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$88,829DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescriptionUNREALIZED GAIN ON INVESTMENTSDescription
Amount$753,370Amount

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescACCRUED LIABILITIESDesc
BOY Book Value$3,165BOYBookValueAmt
EOY Book Value$0EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$67,429Amt
Net Investment Income$67,429NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXCISE TAX$8,313$0$0$0
FOREIGN TAXES$6,168$6,168$0$0