2014-07-21T10:32:19-05:00 2013-12-31 060903326 WHITTLESEY & HADLEY PC 280 TRUMBULL ST 24TH FL HARTFORD CT 061033509 990PF 2013-01-01 061479957 LIBERTY BANK FOUNDATION INC LIBE 8602758239 1190 SILAS DEANE HWY WETHERSFIELD CT 06109 KATHLEEN DOUCETTE TREASURER 8602758239 2014-07-21 1 ANDREW G ANDREWS P00634334 8605223111 2013 2015-12-30 17:16:21Z X X 11033930 X 1697457 X 247261 247261 675484 11378875 675484 2620202 922745 0 170667 13463 0 157204 93313 0 0 93313 8750 4375 0 4375 67429 67429 0 0 14481 6168 0 0 88829 0 0 88829 443469 91435 0 343721 693073 815373 1136542 91435 0 1159094 1483660 831310 0 71821 126271 126271 1122 1122 8850544 10906537 10906537 8922365 11033930 11033930 142600 20300 3165 0 145765 20300 X 8776600 11013630 8776600 11013630 8922365 11033930 8776600 1483660 753370 11013630 0 11013630 PUBLICLY TRADED SECURITIES - SHORT 6262461 6185132 77329 77329 PUBLICLY TRADED SECURITIES - LONG 5116414 4518259 598155 598155 675484 0 834549 9328959 0.089458 859009 9572869 0.089734 722284 9439675 0.076516 632819 8151760 0.077630 710012 9807218 0.072397 0.405735 0.081147 10139502 822790 8313 831103 1159094 X 8313 0 8313 0 8313 9435 9435 X 1122 1122 0 0 0 0 0 0 0 0 0 0 0 1 1 CT 1 0 0 0 0 1 WWW.LIBERTY-BANK.COM/FOUNDATION LINA CURTIN 8603437495 315 MAIN STREET MIDDLETOWN CT 06457 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 4850 0 0 MARK GINGRAS 315 MAIN STREET MIDDLETOWN CT 06457 DIRECTOR 1.20 4550 0 0 RICHARD TOMC 315 MAIN STREET MIDDLETOWN CT 06457 DIRECTOR 1.20 4550 0 0 WILLARD MCRAE 315 MAIN STREET MIDDLETOWN CT 06457 DIRECTOR 1.20 4550 0 0 CATINA CABAN-OWEN 315 MAIN STREET MIDDLETOWN CT 06457 DIRECTOR 1.20 4550 0 0 WILFREDO NIEVES 315 MAIN STREET MIDDLETOWN CT 06457 DIRECTOR 1.20 3875 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 143742 0 0 KATHLEEN DOUCETTE 315 MAIN STREET MIDDLETOWN CT 06457 TREASURER 1.20 0 0 0 NONE 0 NONE 0 0 9930034 362755 1122 10293911 0 0 10293911 154409 10139502 506975 506975 8313 8313 498662 0 498662 0 498662 1159094 0 1159094 8313 1150781 498662 0 0 222007 227759 262722 390078 384189 1486755 1159094 0 0 0 498662 660432 0 0 2147187 0 0 0 0 0 0 222007 1925180 227759 262722 390078 384189 660432 THE LIBERTY BANK FOUNDATION INC 1190 SILAS DEANE HWY WETHERSFIELD CT 06109 8603447222 HTTPS://WWW.LIBERTY-BANK.COM/YOUR-COMMUNITY/LIBERTY-BANK-FOUNDATION NONE NONE ACCESS AGENCY INC 1315 MAIN STREET SUITE 2 WILLIMANTIC CT 06226 501(C)3 TO FUND THREE FINANCIAL TRAINING WORKSHOPS AS PART OF THE AGENCY'S HOUSING NOW! MULTI-FAMILY AFFORDABLE HOUSING PROGRAM 4950 ADELBROOK 60 HICKSVILLE ROAD CROMWELL CT 06416 501(C)3 TO SUPPORT THE WORK STUDY PROGRAM 2523 AMITY TEEN CENTER INC PO BOX 3671 WOODBRIDGE CT 06525 501(C)3 TO SUPPORT THE "TEENS MAKING A DIFFERENCE" COMMUNITY SERVICE PROJECT 2000 ANDOVER HEBRON MARLBOROUGH YOUTH SERVICES 25 PENDLETON DRIVE HEBRON CT 06248 501(C)3 TO SUPPORT GENERAL EXPENSES 2000 BOY SCOUTS OF AMERICA 60 DARLIN STREET EAST HARTFORD CT 061280098 501(C)3 TO SUPPORT THE SCOUTREACH PROGRAM FOR LOW-INCOME YOUTH IN WILLIMANTIC, NEW LONDON, NORWICH, AND MIDDLETOWN 5000 BOY SCOUTS OF AMERICA CT RIVERS COUNCIL 60 DARLIN STREET EAST HARTFORD CT 061280098 501(C)3 TO SUPPORT THE SCOUTREACH PROGRAM FOR LOW-INCOME YOUTH IN WILLIMANTIC, NEW LONDON, NORWICH, AND MIDDLETOWN 5000 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 3000 BRISTOL EARLY CHILDHOOD ALLIANCE 200 MAIN STREET BRISTOL CT 06010 501(C)3 TO SUPPORT PARENT SEE PROGRAMMING IN PLAINVILLE 2500 BUSINESS INDUSTRY FOUNDATION OF MIDDLESEX COUNTY 393 MAIN STREET MIDDLETOWN CT 06457 501(C)3 TO SUPPORT THE SUMMER YOUTH EMPLOYMENT PROGRAM 5000 BUSINESS INDUSTRY FOUNDATION OF MIDDLESEX COUNTY 393 MAIN STREET MIDDLETOWN CT 06457 501(C)3 TO SUPPORT THE MIDDLETOWN MENTOR PROGRAM 4300 BUSINESS INDUSTRY FOUNDATION 393 MAIN STREET MIDDLETOWN CT 06457 501(C)3 TO SUPPORT THE SUMMER YOUTH EMPLOYMENT PROGRAM 4300 CATALYSTS POWERING EDUCATIONAL PERFORMANCE 211 SOUTH MAIN STREET MIDDLETOWN CT 06457 501(C)3 TO SUPPORT THE CPEP VENTURES PROGRAM IN NEW BRITAIN 2500 CATHOLIC CHARITIES AND FAMILY SERVICES 331 MAIN STREET NORWICH CT 06360 501(C)3 TO SUPPORT THE EMERGENCY BASIC NEEDS AND CASE MANAGEMENT PROGRAM 5000 CENTRAL CONNECTICUT STATE UNIVERSITY 1615 STANLEY STREET NEW BRITAIN CT 060504010 501(C)3 TO SUPPORT SCHOLARSHIPS FOR STUDENTS OF LOW-MODERATE INCOME FROM WITHIN THE BANK'S FOOTPRINT 2000 CHILDRENS FIRST NORWICH 80 BROADWAY NORWICH CT 06360 501(C)3 TO SUPPORT GENERAL EXPENSES 5000 CHRISTIAN COMMUNITY ACTION INC 168 DAVENPORT AVENUE NEW HAVEN CT 06519 501(C)3 TO SUPPORT THE PARENT LEADERSHIP TRAINING INSTITUTE, CHILDREN'S LEADERSHIP TRAINING INSTITUTE, AND PEOPLE EMPOWERING PEOPLE PROGRAMS IN NEW HAVEN 3000 COALITION FOR NEW BRITAIN'S CHILDREN 74A VINE STREET NEW BRITAIN CT 06052 501(C)3 TO SUPPORT NEW BRITAIN'S CAMPAIGN FOR GRADE LEVEL READING 5000 COLUMBUS HOUSE INC PO BOX 7093 NEW HAVEN CT 06519 501(C)3 TO SUPPORT THE MIDDLESEX FAMILY SHELTER PROGRAMS 4000 CONCEPTS FOR ADAPTIVE LEARNING PO BOX 8265 NEW HAVEN CT 06530 501(C)3 TO SUPPORT THE TECHNOLOGY AND CASCADE TRAINING PROGRAM 3650 CONNECTICUT ASSOCIATION FOR HUMAN SERVICES 110 BARTHOLOMEW AVENUE SUITE 4030 HARTFORD CT 06106 501(C)3 TO PROVIDE ASSET BUILDING AND FINANCIAL EDUCATION PROGRAMS TO NONPROFIT COMMUNITY BASED ORGANIZATIONS IN SOUTHEASTERN CONNECTICUT 7500 CONNECTICUT COLLEGE 270 MOHEGAN AVENUE NEW LONDON CT 063204196 501(C)3 TO SUPPORT ANNUAL STUDENT SCHOLARSHIPS 2000 CONNECTICUT INVENTION CONVENTION INC PO BOX 576 PORTLAND CT 06480 501(C)3 TO SUPPORT STEM PROGRAMMING AT CHARLES W. BARROWS STEM ACADEMY IN WINDHAM 3000 CORPORATION FOR SUPPORTIVE HOUSING 77 BUCKINGHAM STREET HARTFORD CT 06106 501(C)3 TO EXPAND THE IMPACT OF THE MIDDLESEX COMMUNITY CARE TEAM 5000 COVENANT SHELTER OF NEW LONDON PO BOX 1653 NEW LONDON CT 06320 501(C)3 TO PURCHASE HEALTHY FOOD AND BEVERAGES FOR SHELTER CLIENTS 2500 COVENANT SOUP KITCHEN 220 VALLEY STREET WILLIMANTIC CT 06226 501(C)3 TO SUPPORT THE ON-SITE MEALS PROGRAM 5000 COVENANT TO CARE FOR CHILDREN INC 120 MOUNTAIN AVENUE BLOOMFIELD CT 060025003 501(C)3 TO SUPPORT THE CRITICAL GOODS DISTRIBUTION PROGRAM 2000 CT CENTER FOR SCHOOL CHANGE 151 NEW PARK AVENUE HARTFORD CT 06106 501(C)3 TO SUPPORT GENERAL EXPENSES 5000 CT FOOD BANK PO BOX 8686 NEW HAVEN CT 06531 501(C)3 TO SUPPORT GENERAL EXPENSES 3000 EASTERN CONNECTICUT HOUSING OPPORTUNITIES 228 STATE STREET NEW LONDON CT 06320 501(C)3 TO SUPPORT THE DOWNPAYMENT ASSISTANCE LOAN PROGRAM FOR LOW-INCOME, FIRST-TIME HOMEBUYERS IN NEW LONDON COUNTY 3000 EASTERN CONNECTICUT STATE UNIVERSITY FOUNDATION 83 WINDHAM STREET WILLIMANTIC CT 06226 501(C)3 TO SUPPORT SCHOLARSHIP PROGRAM AT STATE UNIVERSITIES 2000 EASTERN CT WORKFORCE INVESTMENT BOARD INC 108 NEW PARK AVENUE FRANKLIN CT 06254 501(C)3 TO SUPPORT THE 2013 SUMMER YOUTH EMPLOYMENT PROGRAM 5000 ESTUARY COUNCIL OF SENIORS INC 220 MAIN STREET OLD SAYBROOK CT 06475 501(C)3 TO SUPPORT MEALS ON WHEELS FOR SENIOR CITIZENS 3000 FRESH NEW LONDON PO BOX 429 NEW LONDON CT 06320 501(C)3 TO SUPPORT THE FRESH MOBILE MARKET INITIATIVE IN NEW LONDON COUNTY 3000 FRIENDSHIP SERVICE CENTER OF NEW BRITAIN INC PO BOX 1896 NEW BRITAIN CT 06050 501(C)3 TO FUND PRE-DEVELOPMENT AND CONSULTANT SERVICES TO PREPARE A PROPOSAL FOR STATE FUNDING FOR NEW UNITS OF SUPPORTIVE HOUSING IN NEW BRITAIN 5000 FRIENDSHIP SERVICE CENTER PO BOX 1895 NEW BRITAIN CT 06050 501(C)3 TO FUND PRE-DEVELOPMENT AND CONSULTANT SERVICES TO PREPARE A PROPOSAL FOR STATE FUNDING FOR NEW UNITS OF SUPPORTIVE HOUSING IN NEW BRITAIN 2500 GATEWAY COMMUNITY COLLEGE FOUNDATION INC 88 BASSETT ROAD NORTH HAVEN CT 06473 501(C)3 TO SUPPORT SCHOLARSHIPS FOR LOCAL STUDENTS WITH FINANCIAL NEED 5000 GEMMA E MORAN UNITED WAYLABOR FOOD CENTER 374 BROAD ST NEW LONDON CT 06320 501(C)3 TO SUPPORT GENERAL EXPENSES 5000 GILEAD COMMUNITY SERVICES INC 222 MAIN STREET EXTENSION MIDDLETOWN CT 06457 501(C)3 TO SUPPORT THE CLIENT BASIC NEEDS FUND 5000 GREATER NEW HAVEN COMMUNITY LOAN FUND INC 171 ORANGE STREET SUITE 3 NEW HAVEN CT 06510 501(C)3 TO FUND THE REAL OPTIONS IN OVERCOMING FORCLOSURE PROGRAM IN THE GREATER NEW HAVEN AREA 3000 GREEN STREET ARTS CENTER 51 GREEN STREET MIDDLETOWN CT 06459 501(C)3 TO SUPPORT THE AFTER-SCHOOL ARTS AND SCIENCES PROGRAM 5000 GROW WINDHAM 872 MAIN STREET WILLIMANTIC CT 06226 501(C)3 TO SUPPORT THE WINDHAM YOUTH CORE PROGRAM 2500 HABITAT FOR HUMANITY 779 WINDSOR STREET HARTFORD CT 06144 501(C)3 TO FUND THE CONSTRUCTION OF FIVE AFFORDABLE HOMES IN BRISTOL FOR LOW-INCOME FAMILIES 5000 HARTFORD AREA HABITAT FOR HUMANITY 780 WINDSOR STREET HARTFORD CT 06144 501(C)3 TO FUND THE CONSTRUCTION OF FIVE AFFORDABLE HOMES IN BRISTOL FOR LOW-INCOME FAMILIES 5000 HARTFORD JEWISH COALITION FOR LITERACY 333 BLOOMFIELD AVENUE SUITE C WEST HARTFORD CT 06117 501(C)3 TO SUPPORT ELEMENTARY EXPRESS, AN EARLY LITERACY PROGRAM 2500 HARTFORD JEWISH COALITION FOR LITERACY 333 BLOOMFIELD AVENUE SUITE C WEST HARTFORD CT 06117 501(C)3 TO SUPPORT ELEMENTARY EXPRESS, AN EARLY LITERACY PROGRAM 2500 HIGHEREDGE 35 REDDEN AVENUE NEW LONDON CT 06320 501(C)3 TO SUPPORT INTENSIVE COLLEGE ACCESS AND SUCCESS PROGRAMMING FOR LOW-INCOME AND FIRST-GENERATION COLLEGE-BOUND STUDENTS FROM NEW LONDON COUNTY 3500 HOLY FAMILY HOME AND SHELTER 88 JACKSON STREET WILLIMANTIC CT 06226 501(C)3 TO REPAIR DAMAGED CEILINGS AND REPLACE A CARPET IN THE SHELTER 4000 HOPE PARTNERSHIP INC 121 MAIN STREET OLD SAYBROOK CT 064752382 501(C)3 TO SUPPORT THE AFFORDABLE HOUSING EDUCATION AND ADVOCACY PROJECT 5000 HYGIENIC ARTS INC 79 BANK STREET NEW LONDON CT 06320 501(C)3 TO SUPPORT THE DO THE WRITE THING PROGRAM 3000 JEWISH FAMILY SERVICES OF GREATER HARTFORD 333 BLOOMFIELD AVENUE SUITE A WEST HARTFORD CT 06117 501(C)3 TO SUPPORT THE JEWISH EMPLOYMENT SERVICES PROGRAM 3000 JEWISH FEDERATION OF EASTERN CT 28 CHANNING STREET NEW LONDON CT 06320 501(C)3 TO SUPPORT THE CASE MANAGEMENT SOCIAL SERVICES MANAGER 4000 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 15000 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 SNOW SCHOOLS 3000 KIWANIS FOUNDATION OF MIDDLETOWN - WARM THE CHILDREN PO BOX 432 FAIRFIELD CT 06824 501(C)3 TO SUPPORT GENERAL EXPENSES 2500 LAWRENCE & MEMORIAL HOSPITAL 365 MONTAUK AVENUE NEW LONDON CT 06320 501(C)3 TO SUPPORT THE CENTENNIAL CAMPAIGN TO BUILD A NEW CANCER CENTER IN WATERFORD 7350 LIBERTY BANK DONALD B WILBUR SCHOLARSHIP LIBERTY BANK FOUNDATION 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 1000 LIBERTY BANK EARLY LITERACY GRANT PROGRAM LIBERTY BANK FOUNDATION PO BOX 1212 MIDDLETOWN CT 06457 501(C)3 TO SUPPORT EARLY LITERACY PROGRAMS IN K-3 SCHOOLS THROUGHOUT LIBERTY BANK'S MARKET AREA 30000 LIBERTY BANK FOUNDATION ADULT EDUCATION PROGRAM LIBERTY BANK FOUNDATION 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 22000 LIBERTY BANK FOUNDATION SCHOLARSHIPS LIBERTY BANK FOUNDATION PO BOX 1212 MIDDLETOWN CT 06457 501(C)3 TO PROVIDE SCHOLARSHIPS FOR OUTSTANDING STUDENTS FROM LIBERTY BANK'S MARKET AREA 62500 LIBERTY BANK VOLUNTEER HALL OF FAME AWARD LIBERTY BANK FOUNDATION 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 1000 LIBERTY BANKROTARY CLUB THANKSGIVING DINNER DRIVE LIBERTY BANK FOUNDATION PO BOX 1212 MIDDLETOWN CT 06457 501(C)3 TO MATCH FUNDS DONATED AT LIBERTY BANK BRANCHES TO PROVIDE THANKSGIVING DINNERS FOR NEEDY FAMILIES 30000 LITERACY VOLUNTEERS OF CENTRAL CT INC 20 HIGH STREET NEW BRITAIN CT 06051 501(C)3 TO SUPPORT THE PARENTING FOR ACADEMIC SUCCESS PROGRAM 2500 LOCAL INITIATIVES SUPPORT CORPORATION 227 LAWRENCE STREET HARTFORD CT 061061430 501(C)3 TO IMPROVE PRODUCTIVITY AND SUSTAINABILITY OF AFFORDABLE HOUSING DEVELOPERS THROUGHOUT LIBERTY BANK'S FOOTPRINT THROUGH CAPACITY BUILDING SERVICES AND INVESTMENTS 5000 LYME ACADEMY COLLEGE OF FINE ARTS 84 LYME STREET OLD LYME CT 06371 501(C)3 TO SUPPORT A SCHOLARSHIP FOR A LOW-INCOME STUDENT IN THE ACADEMY'S BFA PROGRAM 2000 MANSFIELD ADVOCATES FOR CHILDREN 4 SOUTH EAGLEVILLE ROAD MANSFIELD CT 06268 501(C)3 TO SUPPORT THE PEOPLE EMPOWERING PEOPLE (PEP) PROGRAM IN MANSFIELD 2500 MARTIN HOUSE 401 WEST THAMES STREET BLDG 700 REAR WING NORWICH CT 06360 501(C)3 TO PURCHASE FOOD FOR RESIDENT MEALS 2500 MERCY HOUSING & SHELTER 211 WETHERSFIELD AVENUE HARTFORD CT 06114 501(C)3 TO SUPPORT THE NEW MERCY SUPPORTIVE HOUSING SERVICES PROGRAM IN MIDDLESEX COUNTY 4000 MERCY HOUSING & SHELTER 211 WETHERSFIELD AVENUE HARTFORD CT 06114 501(C)3 TO SUPPORT THE NEW MERCY SUPPORTIVE HOUSING SERVICES PROGRAM IN MIDDLESEX COUNTY 5000 MERIDEN CHILDREN FIRST 105 MILLER STREET MERIDEN CT 06450 501(C)3 TO SUPPORT THE MERIDEN FAMILY ZONE LEADERSHIP PROJECT. 7500 MIDDLESEX COALITION FOR CHILDREN 100 RIVERVIEW CENTER SUITE 230 MIDDLETOWN CT 06457 501(C)3 TO SUPPORT THE CONTINUED WORK OF THE COALITION AND THE SALARY OF A NEW DIRECTOR 5000 MIDDLESEX COMMUNITY COLLEGE FOUNDATION INC 100 TRAINING HILL ROAD MIDDLETOWN CT 06457 501(C)3 TO SUPPORT SCHOLARSHIPS FOR LOCAL STUDENTS WITH FINANCIAL NEED 5000 MIDDLESEX HABITAT FOR HUMANITY OF CT INC 34 SHUNPIKE RD 24 CROMWELL CT 06416 501(C)3 TO SUPPORT GENERAL EXPENSES 5000 MIDDLESEX HOSPITAL 28 CRESCENT STREET MIDDLETOWN CT 064573650 501(C)3 TO SUPPORT THE EMERGENCY DEPARTMENT AND INPATIENT ROOM CAPITAL CAMPAIGN 10000 MIDDLESEX HOSPITAL 28 CRESCENT STREET MIDDLETOWN CT 064573650 501(C)3 TO SUPPORT THE CAPITAL CAMPAIGN 18000 MIDDLESEX UNITED WAY 100 RIVERVIEW CENTER MIDDLETOWN CT 06457 501(C)3 TO SUPPORT THE ANNUAL APPEAL 47500 MIDDLETOWN EMERGENCY WARMING CENTER 100 RIVERVIEW CENTER SUITE 230 MIDDLETOWN CT 06457 501(C)3 TO SUPPORT AN EMERGENCY WINTER WARMING CENTER FOR HOMELESS PEOPLE IN MIDDLETOWN 2500 MIDDLETOWN EMERGENCY WARMING CENTER 100 RIVERVIEW CENTER SUITE 230 MIDDLETOWN CT 06457 501(C)3 TO SUPPORT AN EMERGENCY WINTER WARMING CENTER FOR HOMELESS PEOPLE IN MIDDLETOWN 2500 MIDDLETOWN EVEN START FAMILY LITERACY PROGRAM 398 MAIN STREET MIDDLETOWN CT 06457 501(C)3 TO OFFSET COSTS ASSOCIATED WITH THE FAMILY LUNCH PROGRAM 4000 MIDDLETOWN PATHWAYS TO YOUR FUTURE COLLABORATIVE 311 HUNTING HILL AVENUE MIDDLETOWN CT 06457 501(C)3 TO SUPPORT THE COLLEGE/CAREER AWARENESS PROGRAM 5000 MIDSTATE MEDICAL CENTER 435 LEWIS AVENUE MERIDEN CT 06451 501(C)3 TO SUPPORT THE EMERGENCY SERVICES DEPARTMENT EXPANSION CAMPAIGN 4000 MIDSTATE MEDICAL CENTER 435 LEWIS AVENUE MERIDEN CT 06451 501(C)3 TO SUPPORT THE EMERGENCY SERVICES DEPARTMENT EXPANSION CAMPAIGN 4000 MITCHELL COLLEGE 437 PEQUOT AVENUE NEW LONDON CT 063204498 501(C)3 TO SUPPORT SCHOLARSHIPS FOR LOCAL STUDENTS WITH FINANCIAL NEED 2000 MYSTIC AREA SHELTER AND HOSPITALITY INC 119 HIGH STREET MYSTIC CT 06355 501(C)3 TO SUPPORT GENERAL OPERATING EXPENSES 2500 NATCHAUG HOSPITAL INC 189 STORRS ROAD MANSFIELD CENTER CT 062500260 501(C)3 TO SUPPORT THE NEW JOSHUA CENTER THAMES VALLEY 3000 NEIGHBORHOOD HOUSING SERVICES OF NEW BRITAIN INC 223 BROAD STREET NEW BRITAIN CT 06053 501(C)3 TO SUPPORT HIRING A PART-TIME RESOURCE DEVELOPMENT WRITER FOR ONE YEAR 3000 NEIGHBORHOOD HOUSING SERVICES OF NEW HAVEN 333 SHERMAN AVENUE NEW HAVEN CT 06511 501(C)3 TO SUPPORT REVITALIZATION EFFORTS IN THE NEWHALLVILLE NEIGHBORHOOD OF NEW HAVEN 5000 NEW ENGLAND SCIENCE AND SAILING FOUNDATION PO BOX 733 STONINGTON CT 06378 501(C)3 TO FUND AN EXPERIENTIAL STEM EDUCATION PROGRAM FOR LOW-INCOME, MINORITY STUDENTS IN PARTNERSHIP WITH THE BENNIE DOVER JACKSON MIDDLE SCHOOL IN NEW LONDON. 3000 NEW LONDON COUNTY FUND TO END HOMELESSNESS PO BOX 375 283 STODDARDS WHARF ROAD GALES FERRY CT 06335 501(C)3 TO SUPPORT THE HOMELESSNESS DIVERSION AND RAPID RE-HOUSING PROGRAM 5000 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 5000 NEW LONDON PLTI COLLABORATIVE 120 BROAD STREET NEW LONDON CT 06320 501(C)3 TO SUPPORT GENERAL EXPENSES 5000 NEW LONDON YOUTH AFFAIRS 120 BROAD STREET NEW LONDON CT 06320 501(C)3 TO SUPPORT PROGRAMS AT THE EARLY CHILDHOOD CENTER 5000 NORTHERN MIDDLESEX YMCA 99 UNION STREET MIDDLETOWN CT 06457 501(C)3 TO FUND THE KIDZLIT AFTER-SCHOOL PROGRAM FOR GRADES K-2 5000 NORWICH COMMUNTIY CARE TEAM 80 BROADWAY NORWICH CT 06360 501(C)3 TO SUPPORT GENERAL EXPENSES 5000 NORWICH SAFETY NET TEAM 80 BROADWAY NORWICH CT 06360 501(C)3 TO 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 5000 NORWICH YOUTH AND FAMILY SERVICES 80 BROADWAY NORWICH CT 06360 501(C)3 TO SUPPORT THE SUMMER JAM AND LEARN DIVERSION COLLABORATIVE 2000 OCEAN COMMUNITY YMCA - MYSTIC BRANCH 1 HARRY AUSTIN DRIVE MYSTIC CT 06355 501(C)3 TO SUPPORT Y READ, AN AFTER-SCHOOL LITERACY PROGRAM, IN NORWICH 4500 ODDFELLOWS PLAYHOUSE 128 WASHINGTON STREET MIDDLETOWN CT 06457 501(C)3 TO SUPPORT THE NEIGHBORHOOD TROUPES AND ARTS EXPLORERS PROGRAMS 5000 OIC OF NEW LONDON COUNTY INC 106 TRUMAN STREET NEW LONDON CT 06320 501(C)3 TO SUPPORT THE EMPLOYMENT TRAINING PROGRAM 5000 OPERATION FUEL INC 1 REGENCY DR BLOOMFIELD CT 06002 501(C)3 TO SUPPORT GENERAL EXPENSES 5000 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. 3000 PARENT LEADERSHIP TRAINING INSTITUTE 311 HUNTING HILL AVENUE MIDDLETOWN CT 06457 501(C)3 TO SUPPORT THE PARENT/CHILDREN'S LEADERSHIP TRAINING INSTITUTE AND PEOPLE EMPOWERING PEOPLE PROGRAMS 5000 PARTNERSHIP FOR STRONG COMMUNITIES 227 LAWRENCE STREET HARTFORD CT 06106 501(C)3 TO SUPPORT THE HOMECONNECTICUT AFFORDABLE HOUSING CAMPAIGN 5000 PLAINVILLE COMMUNITY FOOD PANTRY INC 54 SOUTH CANAL STREET PLAINVILLE CT 06062 501(C)3 TO HELP PROVIDE BREAD ITEMS TO 30 AGENCIES IN PLAINVILLE, NEW BRITAIN, BRISTOL AND FARMINGTON 3000 PRUDENCE CRANDALL CENTER PO BOX 895 NEW BRITAIN CT 06050 501(C)3 TO PREVENT DOMESTIC VIOLENCE THROUGH THE COMMUNITY EDUCATION AND PREVENTION PROGRAM 5000 QUINEBAUG VALLEY COMMUNITY COLLEGE FOUNDATION 742 UPPER MAPLE STREET DANIELSON CT 06239 501(C)3 TO SUPPORT SCHOLARSHIPS FOR LOCAL STUDENTS WITH FINANCIAL NEED 5000 REACH OUT AND READ INC 56 ROLAND STREET SUITE 100D BOSTON MA 02129 501(C)3 TO SUPPORT EARLY LITERACY PROGRAMMING IN MANSFIELD AND WINDHAM 2500 REBUILDING TOGETHER NEW BRITAIN 200 MYRTLE STREET NEW BRITAIN CT 06053 501(C)3 TO SUPPORT HOME REPAIR AND REHAB SERVICES FOR LOW-INCOME HOMEOWNERS IN NEW BRITAIN 2500 RIVERFRONT CHILDREN'S CENTER GROTON 476 THAMES ST GROTON CT 06340 501(C)3 TO SUPPORT GENERAL EXPENSES 3300 STEPS INC PO BOX 1907 GROTON CT 06340 501(C)3 TO SUPPORT THE GIRLS EMPOWERMENT PROGRAM 2000 SACRED HEART EDUCATIONAL CENTER 54 WEST MAIN STREET BALTIC CT 06330 501(C)3 TO SUPPORT THE TUTORING PROGRAM 2500 SAFE FUTURES 16 JAY STREET NEW LONDON CT 063205910 501(C)3 TO SUPPORT VIOLENCE PREVENTION PROGRAMMING FOR NEW LONDON COUNTY MIDDLE AND HIGH SCHOOL STUDENTS 3000 SHORELINE SOUP KITCHENS & PANTRIES PO BOX 804 ESSEX CT 064260804 501(C)3 TO PURCHASE FOOD FOR PANTRIES SERVING 11 SHORELINE TOWNS 5000 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 3000 SOUTHINGTON-CHESHIRE COMMUNITY YMCA 961 SOUTH MAIN STREET CHESHIRE CT 06410 501(C)3 TO PROVIDE FINANCIAL ASSISTANCE TO LOW-INCOME FAMILIES WHOSE CHILDREN CAN BENEFIT FROM THE Y'S BEFORE- AND AFTER-SCHOOL PROGRAMS. 2500 SPANISH COMMUNITY OF WALLINGFORD 284 WASHINGTON ST WALLINGFORD CT 06492 501(C)3 TO SUPPORT GENERAL EXPENSES 5000 ST VINCENT DEPAUL PLACE 119 CLIFF STREET NORWICH CT 06360 501(C)3 TO SUPPORT GENERAL OPERATING EXPENSES 6000 ST VINCENT DE PAUL PLACE - NORWICH 120 CLIFF STREET NORWICH CT 06360 501(C)3 TO SUPPORT GENERAL OPERATING EXPENSES 5000 ST VINCENT DEPAUL MIDDLETOWN PO BOX 398 MIDDLETOWN CT 064570398 501(C)3 TO SUPPORT THE MEALS AND OUTREACH INITIATIVES 6000 STONINGTON COMMUNITY CENTER PO BOX 286 STONINGTON CT 06378 501(C)3 TO SUPPORT THE IMPACT PROGRAM 2500 THAMES RIVER COMMUNITY SERVICE INC ONE THAMES RIVER PLACE NORWICH CT 06360 501(C)3 TO SUPPORT THE CHILD DEVELOPMENT PROGRAMMING FOR CHILDREN WHO LIVE AT THE THAMES RIVER FAMILY PROGRAM FACILITY 3500 THE BRIDGE FAMILY CENTER 1022 FARMINGTON AVENUE WEST HARTFORD CT 061072105 501(C)3 TO SUPPORT THE PARENT LEADERSHIP TRAINING INSTITUTE (PLTI) PROGRAM IN WEST HARTFORD 5000 THE BRIDGE FAMILY CENTER 1022 FARMINGTON AVENUE WEST HARTFORD CT 061072105 501(C)3 TO SUPPORT THE PARENT LEADERSHIP TRAINING INSTITUTE (PLTI) PROGRAM IN WEST HARTFORD 5000 THE CONNECTION INC 100 ROSCOMMON DRIVE SUITE 203 MIDDLETOWN CT 06457 501(C)3 TO SUPPORT INCREASED CAPACITY FOR THE EDDY SHELTER 5000 THE FURNITURE BANK OF SOUTHEASTERN CONNECTICUT PO BOX 124 GALES FERRY CT 06335 501(C)3 TO PURCHASE BEDS FOR LOW-INCOME FAMILIES REFERRED BY SOCIAL SERVICE AGENCIES 2500 THE MAYOR'S WORK PLAN TO END HOMELESSNESS 22 GLEN STREET NEW BRITAIN CT 06051 501(C)3 TO SUPPORT THE MAYOR'S WORK PLAN TO END HOMELESSNESS 3500 THE NEW LIFE PROGRAM PO BOX 871 OLD LYME CT 06371 501(C)3 TO SUPPORT AN APARTMENT FOR WOMEN RELEASED FROM YORK CORRECTIONAL INSTITUTION AND HELP THEM SUCCESSFULLY RE-INTEGRATE INTO THEIR FAMILIES AND COMMUNITY. 1500 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 5000 THE UNIVERSITY OF CONNECTICUT FOUNDATION INC 2390 ALUMNI DRIVE STORRS CT 06269 501(C)3 TO SUPPORT STATEWIDE TRAINING AND ADMINISTRATION FOR THE PEOPLE EMPOWERING PEOPLE (PEP) PROGRAM 5000 THREE RIVERS COLLEGE FOUNDATION 574 NEW LONDON TURNPIKE NORWICH CT 063605063 501(C)3 TO SUPPORT SCHOLARSHIPS FOR LOCAL STUDENTS WITH FINANCIAL NEED 5000 UNITED COMMUNITY & FAMILY SERVICES 34 EAST TOWN STREET NORWICH CT 063602326 501(C)3 TO SUPPORT THE ACCESS TO CARE PROGRAM 3000 UNITED WAY OF CENTRAL AND NORTHEASTERN CT 30 LAUREL STREET HARTFORD CT 061061374 501(C)3 TO SUPPORT THE ANNUAL APPEAL 8500 UNITED WAY OF GREATER NEW HAVEN 370 JAMES STREET 4TH FLOOR SUITE 403 NEW HAVEN CT 06510 501(C)3 TO SUPPORT THE ANNUAL APPEAL 1500 UNITED WAY OF GREATER WATERBURY 100 NORTH ELM STREET WATERBURY CT 06702 501(C)3 TO SUPPORT THE ANNUAL APPEAL 500 UNITED WAY OF MERIDEN AND WALLINGFORD 35 PLEASANT STREET MERIDEN CT 06450 501(C)3 TO SUPPORT THE ANNUAL APPEAL 4000 UNITED WAY OF SOUTHEASTERN CT 283 STODDARDS WHARF ROAD GALES FERRY CT 06335 501(C)3 TO SUPPORT THE ANNUAL APPEAL 15000 UNITED WAY OF WEST CENTRAL CONNECTICUT 200 MAIN STREET BRISTOL CT 06010 501(C)3 TO SUPPORT THE ANNUAL APPEAL 500 UNIVERSITY OF CONNECTICUT SCHOOL OF FINE ARTS 2390 ALUMNI DRIVE U-3206 STORRS CT 062693206 501(C)3 TO SUPPORT SCHOLARSHIP(S) FOR STUDENTS FROM THE DEPARTMENT OF ART & ART HISTORY 2500 UNIVERSITY OF HARTFORD 200 BLOOMFIELD AVENUE WEST HARTFORD CT 06117 501(C)3 TO SUPPORT SCHOLARSHIPS FOR LOCAL STUDENTS WITH FINANCIAL NEED 2000 VALLEY SHORE YMCA 201 SPENCER PLAIN RD WESTBROOL CT 06498 501(C)3 TO SUPPORT GENERAL EXPENSES 2500 WALLINGFORD EMERGENCY SHELTER 123 QUINNIPIAC ST WALLINGFORD CT 06492 501(C)3 TO SUPPORT GENERAL EXPENSES 3000 WALLINGFORD FAMILY YMCA 81 SOUTH ELM STREET WALLINGFORD CT 06492 501(C)3 TO FUND THE UPWARD BOUND PROGRAM 4000 WALLINGFORD YOUTH & SOCIAL SERVICES 6 FAIRFIELD BLVD WALLINGFORD CT 06492 501(C)3 TO SUPPORT PARENTS SEE PROGRAMMING IN WALLINGFORD 5000 WALLINGFORD YOUTH AND SOCIAL SERVICES 6 FAIRFIELD BLVD WALLINGFORD CT 06492 501(C)3 TO SUPPORT PARENTS SEE PROGRAMMING IN WALLINGFORD 5000 WESLEYAN UNIVERSITY 237 HIGH STREET NORTH COLLEGE ROOM 303 MIDDLETOWN CT 064590486 501(C)3 TO SUPPORT THE ETHERINGTON SCHOLARSHIP AT WESLEYAN UNIVERSITY 2000 WESLEYAN UNIVERSITY 238 HIGH STREET NORTH COLLEGE ROOM 303 MIDDLETOWN CT 064590486 501(C)3 TO SUPPORT THE ETHERINGTON SCHOLARSHIP AT WESLEYAN UNIVERSITY 5000 WILLARD M MCRAE COMMUNITY DIVERSITY AWARD LIBERTY BANK FOUNDATION PO BOX 1212 MIDDLETOWN CT 06457 501(C)3 TO FUND AN AWARD FOR A COMMUNITY LEADER WHO HAS CHAMPIONED THE CAUSE OF DIVERSITY IN LIBERTY'S SERVICE AREA 5000 WINDHAM AREA INTERFAITH MINISTRY PO BOX 221 WILLIMANTIC CT 06226 501(C)3 TO SUPPORT THE UNMET NEEDS FUND 3500 WINDHAM AREA INTERFAITH MINISTRY PO BOX 221 WILLIMANTIC CT 06226 501(C)3 TO SUPPORT THE UNMET NEEDS FUND 3500 WINDHAM COMMUNITY AFTER SCHOOL PROGRAM PO BOX 221 WILLIMANTIC CT 06226 501(C)3 TO SUPPORT THE UNMET NEEDS FUND 10000 WINDHAM COUNTY HOMELESS COALITION PO BOX 221 WILLIMANTIC CT 06226 501(C)3 TO SUPPORT THE UNMET NEEDS FUND 2000 WINDHAM COUNTY HOMELESS COALITIONCONTINUUM OF CARE C/O WINDHAM AREA INTERFAITH MINISTRY WILLIMANTIC CT 06226 501(C)3 TO SUPPORT THE WINDHAM HOMELESS INTERVENTION FUND 2000 WINDHAM REGIONAL COMMUNITY COUNCIL PO BOX 46 WILLIMANTIC CT 06226 501(C)3 TO SUPPORT GENERAL OPERATING EXPENSES 5000 WINDHAM REGIONAL NO FREEZE HOSPITALITY CENTER INC PO BOX 46 WILLIMANTIC CT 06226 501(C)3 TO SUPPORT GENERAL OPERATING EXPENSES 5000 WORKPATH FUND 560 ELLA T GRASS BLVD NEW HAVEN CT 06519 501(C)3 TO SUPPORT THE WORKPATH FUND 10000 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 2500 815373 BUSINESS INDUSTRY FOUNDATION 393 MAIN STREET MIDDLETOWN CT 06457 501(C)3 TO SUPPORT GENERAL OPERATING EXPENSES 4300 UNITED WAY OF SOUTHEASTERN CT 283 STODDARDS WHARF ROAD GALES FERRY CT 06335 501(C)3 TO SUPPORT GENERAL OPERATING EXPENSES 15000 UNITED WAY OF WEST CENTRAL CONNECTICUT 200 MAIN STREET BRISTOL CT 06010 501(C)3 TO SUPPORT GENERAL OPERATING EXPENSES 1000 20300 14 247261 18 675484 0 922745 0 922745 0 0 0 0 0 0 0 0 0 0 PROFESSIONAL FEES 8750 4375 0 4375 RAYMOND JAMES INVESTMENT PORTFOLIO FMV 10906537 10906537 MISCELLANEOUS 88829 0 0 88829 UNREALIZED GAIN ON INVESTMENTS 753370 ACCRUED LIABILITIES 3165 0 INVESTMENT MANAGEMENT FEES 67429 67429 0 0 EXCISE TAX 8313 0 0 0 FOREIGN TAXES 6168 6168 0 0