FARMINGTON BANK COMMUNITY FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- FARMINGTON BANK COMMUNITY FOUNDATION INC (EIN 45-2599017)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-03-28
- IRS object ID
- 202440889349100419
- Schema version
- 2023v5.0
- 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 Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-03-28T10:42:35-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | 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 PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 280 TRUMBULL ST 24TH FL | AddressLine1Txt |
| City | HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 452599017 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FARMINGTON BANK COMMUNITY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FARM | BusinessNameControlTxt |
| Phone | 8608106506 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 74A VINE STREET | AddressLine1Txt |
| City | NEW BRITAIN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06052 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ERIKA FRANK | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8608106506 | PhoneNum |
| Signature | 2024-03-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ERIKA | PersonFirstNm |
| Person Last | FRANK | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LISA WILLS | PreparerPersonNm |
| PTIN | P01828548 | PTIN |
| Phone | 8605223111 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $16,531,887 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,866 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,866 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $369,973 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $369,973 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $33,207 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,672,308 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $33,207 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $11,066 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $11,066 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $416,112 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $416,112 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $123,998 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $123,998 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $3,598 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $3,598 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $26,505 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $26,505 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $31,802 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $30,590 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,212 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $16,597 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $10,501 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $6,700 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $6,700 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,904 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,904 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $22,591 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $22,591 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $233,695 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $30,590 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $197,009 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $616,930 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $616,930 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $850,625 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $30,590 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $813,939 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$434,513 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $385,522 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $9,513 | CashBOYAmt |
| Cash EOY | $16,550 | CashEOYAmt |
| Cash EOYFMV | $16,550 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $347,338 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $216,783 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $216,783 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $14,529,273 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $16,288,382 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $16,288,382 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $15,730 | OtherAssetsBOYAmt |
| Other Assets EOY | $10,172 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $10,172 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $14,901,854 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,531,887 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,531,887 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $3,213 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,636 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $515 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $3,213 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,151 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $14,898,641 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $16,529,736 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,898,641 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,529,736 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,901,854 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,531,887 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,898,641 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$434,513 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,065,608 | OtherIncreasesAmt |
| Subtotal | $16,529,736 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $16,529,736 | 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 | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $2,647,468 | $2,639,101 | $8,367 | $8,367 | |
| CAPITAL GAINS DIVIDENDS | $24,840 | $24,840 | $24,840 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $33,207 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,359 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,359 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,359 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,844 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,844 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $515 | TaxDueAmt |
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 | FBCFCT.ORG | WebsiteAddressTxt |
| Individual With Books | CLIFTONLARSONALLEN LLP | IndividualWithBooksNm |
| Phone | 8608106506 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 74A VINE STREET | AddressLine1Txt |
| City | NEW BRITAIN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06052 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (13 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 |
|---|---|---|---|---|---|---|---|---|
| KENNETH BURNS | ||||||||
| 74A VINE STREET | NEW BRITAIN | CT | 06052 | CHAIR | 1.00 | $0 | $0 | $0 |
| ANDREAS KAPETANOPOULOS | ||||||||
| 74A VINE STREET | NEW BRITAIN | CT | 06052 | VICE CHAIR | 1.00 | $0 | $0 | $0 |
| JAMES HEALEY JR | ||||||||
| 74A VINE STREET | NEW BRITAIN | CT | 06052 | TREASURER | 1.00 | $0 | $0 | $0 |
| PATIENCE P DUBY MCDOWELL | ||||||||
| 74A VINE STREET | NEW BRITAIN | CT | 06052 | SECRETARY | 1.00 | $0 | $0 | $0 |
| JOHN GREEN | ||||||||
| 74A VINE STREET | NEW BRITAIN | CT | 06052 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| RONALD BUCCHI | ||||||||
| 74A VINE STREET | NEW BRITAIN | CT | 06052 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JOHN CARSON | ||||||||
| 74A VINE STREET | NEW BRITAIN | CT | 06052 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KEVIN RAY | ||||||||
| 74A VINE STREET | NEW BRITAIN | CT | 06052 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MARK PETERSON | ||||||||
| 74A VINE STREET | NEW BRITAIN | CT | 06052 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| NATALIE WEAVER | ||||||||
| 74A VINE STREET | NEW BRITAIN | CT | 06052 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| TATIANA PAREDES | ||||||||
| 74A VINE STREET | NEW BRITAIN | CT | 06052 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ERIKA FRANK | ||||||||
| 74A VINE STREET | NEW BRITAIN | CT | 06052 | PRESIDENT | 40.00 | $112,750 | $3,050 | $0 |
| CHRISTINE TRACZYK | ||||||||
| 74A VINE STREET | NEW BRITAIN | CT | 06052 | EXECUTIVE DIRECTOR (FORMER) | 40.00 | $11,248 | $548 | $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 | $15,444,301 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $207,608 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $10,172 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,662,081 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $15,662,081 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $234,931 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,427,150 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $771,358 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $771,358 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,359 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,359 | TotalTaxAmt |
| Distributable Before Adj | $765,999 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $11,066 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $777,065 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $777,065 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $813,939 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $813,939 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $777,065 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $192,122 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $813,939 | QualifyingDistributionsAmt |
| Applied To Year1 | $192,122 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $621,817 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $155,248 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ERIKA FRANK | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 74A VINE STREET | AddressLine1Txt |
| City | NEW BRITAIN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06052 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8608106506 | RecipientPhoneNum |
| Form And Info And Materials | ALL APPLICANTS SHOULD USE THE "GRANT APPLICATION GRANT REQUEST" FORM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | ALL GRANTS ARE MADE SUBJECT TO THE FOUNDATION'S GRANTMAKING GUIDELINES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (94 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AURORA FOUNDATION FOR WOMEN & GIRLS | ||||||
| PO BOX 370537 | WEST HARTFORD | CT | 06137 | PC | BARRIERS CAN'T STOP US PROGRAM | $5,000 |
| AVON OLD FARMS | ||||||
| 500 OLD FARMS RD | AVON | CT | 06001 | PC | MATCHING GRANT | $1,000 |
| BEDROCK CREDIT AMERICA | ||||||
| 250 OLD WOODBURY ROAD | SOUTHBURY | CT | 06488 | PC | COMMUNITY CREDIT EDUCATION | $1,500 |
| BREAD FOR LIFE | ||||||
| PO BOX 925 | SOUTHINGTON | CT | 06489 | PC | SOUP KITCHEN | $5,000 |
| BRISTOL BOYS & GIRLS CLUB ASSOCIATION | ||||||
| 255 WEST STREET | BRISTOL | CT | 060105705 | PC | CAREERS FOR CAMBRIDGE PARK | $2,500 |
| CAREER RESOURCES INC | ||||||
| 350 FAIRFIELD AVE | BRIDGEPORT | CT | 06604 | PC | STRIVE HARTFORD | $6,000 |
| CATHOLIC CHARITIES INC - ARCHDIOCESE OF HARTFORD | ||||||
| 839 ASYLUM AVE | HARTFORD | CT | 06105 | PC | ECONOMIC DEVELOPMENT & ENTREPRENUERSHIP | $12,500 |
| CENTER FOR CHILDREN'S ADVOCACY | ||||||
| 65 ELIZABETH ST | HARTFORD | CT | 06105 | PC | MEDICAL LEGAL PARTNERSHIP PROJECT | $6,000 |
| CHILDREN IN PLACEMENT | ||||||
| 155 EAST ST SUITE 202 | NEW HAVEN | CT | 06511 | PC | GUARDIAN AD LITEM | $7,500 |
| CHRYSALIS CENTER INC | ||||||
| 255 HOMESTEAD AVE | HARTFORD | CT | 06112 | PC | TRANSFORMING LIVES THROUGH COMMUNITY SUPPORTIVE HOUSING | $9,000 |
| COMMUNITY FOUNDATION OF GREATER NEW BRITAIN | ||||||
| 74A VINE STREET | NEW BRITAIN | CT | 06052 | PC | CAPACITY BUILDING WORKSHOPS | $7,500 |
| COMPASS YOUTH COLLABORATIVE | ||||||
| 55 AIRPORT ROAD SUITE 201 | HARTFORD | CT | 06114 | PC | COMPASS PEACEBUILDERS | $9,000 |
| CONNECTICUT CHILDREN'S FOUNDATION | ||||||
| 282 WASHINGTON ST | HARTFORD | CT | 06106 | PC | CONNECTICUT CHILDREN'S BABY SAFETY SHOWER PROGRAM | $7,500 |
| CONNECTICUT COALITION TO END HOMELESSNES | ||||||
| 257 LAWRENCE ST | HARTFORD | CT | 06106 | PC | MATCHING GIFT | $100 |
| CONNECTICUT COUNCIL FOR PHILANTHROPY | ||||||
| 221 MAIN STREET | HARTFORD | CT | 06106 | PC | HOUSING AFFINITY GROUP | $12,500 |
| CONNECTICUT FOODSHARE | ||||||
| 2 RESEARCH PARKWAY | WALLINGFORD | CT | 06492 | PC | MOBILE PANTRY FOOD DISTRIBUTION | $12,500 |
| CONNECTICUT FOODSHARE | ||||||
| 2 RESEARCH PARKWAY | WALLINGFORD | CT | 06492 | PC | MATCHING GIFT | $900 |
| CONNECTICUT INSTITUTE FOR REFUGEES AND IMMIGRANTS | ||||||
| 670 CLINTON AVENUE | BRIDGEPORT | CT | 06605 | PC | LEGAL SERVICES FOR VICTIMS OF TRAFFICKING | $6,000 |
| COVENANT TO CARE FOR CHILDREN INC | ||||||
| 1477 PARK STREET | HARTFORD | CT | 06106 | PC | BASIC ESSENTIAL GOODS | $6,000 |
| CSZ FOUNDATION | ||||||
| 17 WEST MAIN ST | AVON | CT | 06001 | PC | MATCHING GIFT | $250 |
| CT ALS | ||||||
| 4 OXFORD RD SUITE E4 | MILFORD | CT | 06460 | PC | MATCHING GIFT | $125 |
| CT MAIN ST FOUNDATION - MEN & BOYS | ||||||
| 120 HALCYON DR | BRISTOL | CT | 06010 | PC | MATCHING GIFT - FRIENDS OF MAIN STREET FUND | $100 |
| CT MAIN ST FOUNDATION - MEN & BOYS | ||||||
| 120 HALCYON DR | BRISTOL | CT | 06010 | PC | MATCHING GIFT - MEN AND BOYS FUND | $100 |
| DIAPER BANK OF CONNECTICUT | ||||||
| 370 STATE STREET SUITE B | NORTH HAVEN | CT | 06473 | PC | DIAPER DISTRIBUTION NETWORK SUPPORT | $11,000 |
| FARMINGTON COMMUNITY CHEST | ||||||
| PO BOX 60 | FARMINGTON | CT | 06034 | PC | COMMUNITY CHEST CARES PROGRAM | $5,000 |
| FIRST CHURCH OF CHRIST SIMSBURY | ||||||
| 689 HOPEMEADOW ST | SIMSBURY | CT | 06070 | PC | SIMSBURY DEI HOUSING SUBCOMMITTEE | $1,500 |
| FIRST CONGREGATIONAL CHURCH OF BLOOMFIELD | ||||||
| 10 WINTONBURY AVE | BLOOMFIELD | CT | 06002 | PC | RANDOM ACTS OF BENEVOLENCE - BLOOMFIELD BACKPACK PROGRAM | $2,000 |
| FORGE CITY WORKS INC | ||||||
| 227 LAWRENCE ST | HARTFORD | CT | 06106 | PC | CULINARY JOB TRAINING | $12,000 |
| FOUNDATION FOR WEST HARTFORD SCHOOLS | ||||||
| 50 SOUTH MAIN STREET 204 | WEST HARTFORD | CT | 06107 | PC | MATCHING GIFT | $150 |
| FRESH START PALLET PRODUCTS INC | ||||||
| 20-28 SARGEANT ST | HARTFORD | CT | 06105 | PC | FRESH START ACADEMY | $7,500 |
| FRIENDSHIP SERVICE CENTER INC | ||||||
| PO BOX 1896 | NEW BRITAIN | CT | 060501896 | PC | TOMASSO COMMUNITY KITCHEN | $15,000 |
| GENERAL FEDERATION OF WOMEN'S CLUBS NEWINGTONWETHERSFIELD | ||||||
| PO BOX 310046 | NEWINGTON | CT | 06131 | PC | WEEKEND FOOD SUPPLEMENT PROGRAM | $4,200 |
| GIFTS OF LOVE | ||||||
| 571 FARMINGTON AVE | HARTFORD | CT | 06105 | PC | GIFTS OF LOVE FOOD PANTRY | $10,000 |
| GIFTS OF LOVE | ||||||
| 571 FARMINGTON AVE | HARTFORD | CT | 06105 | PC | FOOD AND OTHER BASIC HUMAN NEEDS | $8,000 |
| GREATER BRISTOL HOMES | ||||||
| PO BOX 3124 | BRISTOL | CT | 06011 | PC | BRISTOL 2, GRIDLEY ST HOMES | $7,500 |
| GREATER NEW BRITAIN TEEN PREGNANCY PREVENTION INC | ||||||
| 43 VIETS ST | NEW BRITAIN | CT | 06053 | PC | PATHWAYS TO SUCCESS IN HIGHER EDUCATION | $12,000 |
| HANDS ON HARTFORD | ||||||
| 55 BARTHOLOMEW AVE | HARTFORD | CT | 06106 | PC | SHARED KITCHEN | $12,500 |
| HARTFORD HOSPITAL | ||||||
| 80 SEYMOUR STREET | HARTFORD | CT | 06102 | PC | NEIGHBORHOOD HEALTH PROGRAM | $9,000 |
| HARTFORD HOSPITAL | ||||||
| 80 SEYMOUR STREET | HARTFORD | CT | 06102 | PC | MATCHING GIFT | $150 |
| HARTFORD INTERVAL HOUSE INC | ||||||
| PO BOX 340207 | HARTFORD | CT | 061340207 | PC | BREAKING THE CYCLE | $12,500 |
| HARTFORD PROMISE INC | ||||||
| 750 MAIN ST SUITE 1108-1 | HARTFORD | CT | 06103 | PC | INTEGRATED COLLEGE SUCCESS MODEL | $6,000 |
| HARTFORD PUBLIC LIBRARY | ||||||
| 500 MAIN ST | HARTFORD | CT | 06103 | PC | MATCHING GIFT | $155 |
| HARTFORD YOUTH SCHOLARS | ||||||
| 129 ALLEN PLACE | HARTFORD | CT | 06106 | PC | COLLEGIATE ACADEMY, HIGH SCHOOL AND COLLEGE SCHOLAR SUCCESS | $12,000 |
| HARTFORD'S CAMP COURANT | ||||||
| PO BOX 207 | HARTFORD | CT | 06141 | PC | 2023 CAMP COURANT CAMPERSHIPS | $2,500 |
| HEALING MEALS FOUNDATION CORPORATION | ||||||
| PO BOX 7223 | BLOOMFIELD | CT | 06002 | PC | HEALTHY MEALS PROGRAM | $5,000 |
| HEDCO INC | ||||||
| 207 MAIN STREET | HARTFORD | CT | 06106 | PC | INTERNSHIP PROGRAM | $10,000 |
| HOSPITAL OF CENTRAL CT | ||||||
| 100 GRAND ST | NEW BRITAIN | CT | 06050 | PC | THE HOSPITAL OF CENTRAL CONNECTICUT BREAST CANCER EARLY DETECTION PROGRAM | $9,000 |
| HUMAN RESOURCES AGENCY OF NEW BRITAIN INC | ||||||
| 180 CLINTON ST | NEW BRITAIN | CT | 06503 | PC | NEW BRITAIN YOUTH INTERSHIPS | $6,000 |
| INTERNATIONAL HARTFORD | ||||||
| 151 NEW PARK AVE SUITE 5A | HARTFORD | CT | 06106 | PC | MINORITY ENTREPRENEURSHIP & FIANCIAL LITERACY | $9,000 |
| JEWISH FAMILY SERVICES OF GREATER HARTFORD | ||||||
| 333 BLOOMFIELD AVE A | WEST HARTFORD | CT | 06117 | PC | COMPREHENSIVE COMMUNITY SUPPORTS | $5,000 |
| JOURNEY HOME INC | ||||||
| 1018 FARMINGTON AVE | WEST HARTFORD | CT | 06107 | PC | GREATER HARTFORD AND CENTRAL COORDINATED ACCESS NETWORKS | $11,000 |
| JUNIOR ACHIEVEMENT OF SOUTHWEST NEW ENGLAND INC | ||||||
| 70 FARMINGTON AVENUE | HARTFORD | CT | 06105 | PC | JR APPRENTICE | $5,000 |
| KNOX INC | ||||||
| 75 LAUREL STREET | HARTFORD | CT | 06106 | PC | GREEN JOBS APPRENTICESHIPS | $7,500 |
| LITERACY VOLUNTEERS OF CENTRAL CONNECTICUT | ||||||
| 20 HIGH STREET | NEW BRITAIN | CT | 06051 | PC | LITERACY FOR ECONOMIC SELF-SUFFICIENCY | $7,500 |
| LITERACY VOLUNTEERS OF CENTRAL CONNECTICUT | ||||||
| 20 HIGH STREET | NEW BRITAIN | CT | 06051 | PC | IPADS AND OTHER LEARNING TOOLS FOR ADULT LITERACY PROGRAMMING | $7,000 |
| LITERACY VOLUNTEERS OF GREATER HARTFORD | ||||||
| 30 ARBOR ST SUITE 101 SOUTH | HARTFORD | CT | 06106 | PC | ADULT LITERACY AND JOB TRAINING | $12,000 |
| LOCAL INITIATIVES SUPPORT CORPORATION | ||||||
| 75 CHARTER OAK AVE SUITE 2-250 | HARTFORD | CT | 061061430 | PC | LISC CONNECTICUT | $12,000 |
| MALTA HOUSE OF CARE | ||||||
| 19 WOODLAND ST | HARTFORD | CT | 06105 | PC | ACCESS TO HEALTHCARE FOR UNINSURED ADULTS | $10,000 |
| MERCY HOUSING AND SHELTER CORP | ||||||
| 221 MAIN STREET | HARTFORD | CT | 06106 | PC | ST. ELIZABETH HOUSE | $12,000 |
| MICHAEL E SIMMONS FOUNDATION INC | ||||||
| 750 CONNECTICUT BLVD | EAST HARTFORD | CT | 06108 | PC | MATCHING GRANT- FRIENDS OF MICHAEL | $250 |
| MINORITY CONSTRUCTION COUNCIL | ||||||
| 151 NEW PARK AVE SUITE 121 | HARTFORD | CT | 06106 | PC | MCC MINORITY CONTRACTORS TECHNICAL ASSISTANCE | $7,500 |
| NEW HORIZONS INC | ||||||
| 37 BLISS MEMORIAL RD | UNIONVILLE | CT | 06085 | PC | SAFETY ITEMS FOR SUNSHINE WHEELS | $3,000 |
| OPERATION FUEL INC | ||||||
| 75 CHARTER OAK AVE | HARTFORD | CT | 06106 | PC | EMERGENCY ENERGY ASSISTANCE | $12,000 |
| OPPORTUNITIES INDUSTRIALIZATION CENTER | ||||||
| 114 NORTH STREET | NEW BRITAIN | CT | 06051 | PC | STEMLINX ENHANCEMENT | $9,000 |
| OUR PIECE OF THE PIE | ||||||
| 20 SARGEANT ST | HARTFORD | CT | 06105 | PC | EMPOWERING HARTFORD WITH THE SKILLS TO EARN AND THRIVE | $12,000 |
| PETIT FAMILY FOUNDATION | ||||||
| PO BOX 310 | PLAINVILLE | CT | 06062 | PC | MATCHING GIFT | $1,000 |
| PLAINVILLE COMMUNITY FOOD PANTRY INC | ||||||
| 54 SOUTH CANAL ST | PLAINVILLE | CT | 06062 | PC | INTERVENTION, OUTREACH, AND REFERRAL PROGRAM | $5,500 |
| PMC JIMMY FUND | ||||||
| 10 BROOKLINE PLACE | WEST BROOKLINE | MA | 02445 | PC | MATCHING GRANT | $250 |
| PRUDENCE CRANDALL CENTER | ||||||
| 594 BURRITT STREET | NEW BRITAIN | CT | 06050 | PC | CHILDREN'S INTERVENTION AND PREVENTION SERVICES | $15,000 |
| SAINT FRANCIS FOUNDATION | ||||||
| 95 WOODLAND ST 2ND FLOOR | HARTFORD | CT | 06105 | PC | MATCHING GIFT- AREA OF GREATEST NEED | $500 |
| SAINT FRANCIS FOUNDATION | ||||||
| 95 WOODLAND ST 2ND FLOOR | HARTFORD | CT | 06105 | PC | MATCHING GIFT - HOFFMAN HEART AND VASCULAR INSTITUTE AT SAINT FRANCIS HOSPITAL | $200 |
| SAINT FRANCIS HOSPITAL AND MEDICAL CENTER | ||||||
| 659-675 TOWER AVE | HARTFORD | CT | 06112 | PC | GREATER HARTFORD FAMILY ADVOCACY CENTER OUTREACH AND PREVENTION | $7,500 |
| SALVATION ARMY | ||||||
| 19 STEARNS STREET PO BOX 471 | BRISTOL | CT | 060110471 | PC | EMERGENCY RESPONSE FUNDS AND OTHER EMERGENCY HOUSING NEEDS | $6,000 |
| SENIOR TRANSPORTATION SERVICES INC | ||||||
| 830 CORBIN AVE | NEW BRITAIN | CT | 06052 | PC | FREE RIDES, MILEAGE REIMBURSEMENT, AND VOLUNTEER RECRUITMENT | $8,500 |
| SERVICES FOR THE ELDERLY OF FARMINGTON | ||||||
| 321 NEW BRITAIN AVE | UNIONVILLE | CT | 06085 | PC | COMMUNITY SERVICES EXPANDED | $5,000 |
| SOCIAL ENTERPRISE TRUST INC | ||||||
| 1429 PARK STREET SUITE 114 | HARTFORD | CT | 06106 | PC | GROWING FOOD ENTREPRENEURSHIP IN HARTFORD | $12,500 |
| SOUTH PARK INN INC | ||||||
| 75 MAIN STREET | HARTFORD | CT | 06106 | PC | SHELTER SERVICES | $12,000 |
| ST VINCENT DEPAUL | ||||||
| PO BOX 1922 | BRISTOL | CT | 060111922 | PC | CLIENT BASIC NEEDS KITS | $7,500 |
| ST VINCENT DEPAUL | ||||||
| PO BOX 1922 | BRISTOL | CT | 060111922 | PC | OVERFLOW SHELTER AND OTHER EMERGENCY HOUSING NEEDS THIS WINTER | $6,000 |
| TABERNACLE CHRISTIAN CHURCH INC | ||||||
| 1445 WEST ST | SOUTHINGTON | CT | 064891024 | PC | GIVING BACK FOOD PANTRY | $5,000 |
| THE BRIDGE FAMILY CENTER | ||||||
| 1022 FARMINGTON AVE | WEST HARTFORD | CT | 06107 | PC | MATCHING GRANT | $250 |
| THE OPEN HEARTH ASSOCIATION | ||||||
| 150 CHARTER OAK AVE | HARTFORD | CT | 061065102 | PC | THE WORKING MAN'S CENTER (WMC) | $12,000 |
| THE UNDERGROUND NE INC | ||||||
| 54 MAPLE AVE | BLOOMFIELD | CT | 06002 | PC | ADULT SURVIVOR SERVICES AND SUPPORTS | $5,000 |
| THE VILLAGE FOR FAMILIES & CHILDREN | ||||||
| 1680 ALBANY AVE | HARTFORD | CT | 06105 | PC | THE VILLAGE FINANCIAL OPPORTUNITY CENTER | $9,000 |
| TRINITY COLLEGE | ||||||
| 300 SUMMIT STREET | HARTFORD | CT | 06106 | PC | DREAM CAMP AT TRINITY COLLEGE | $2,500 |
| UNITED WAY OF WEST CENTRAL CONNECTICUT INC | ||||||
| 440 N MAIN ST | BRISTOL | CT | 06010 | PC | WALSH SUMMER WORK EXPERIENCE PROGRAM | $7,500 |
| UNIVERSITY OF CONNECTICUT FOUNDATION | ||||||
| 2390 ALUMNI DR 3206 | STORRS | CT | 06269 | PC | SELF-MEASURED BLOOD PRESSURE (SMBP) AND EDUCATION FOR AT-RISK PREGNANT WOMEN | $7,500 |
| UNIVERSITY OF ST JOSEPH | ||||||
| 1678 ASYLUM AVE | WEST HARTFORD | CT | 06117 | PC | MATCHING GRANT- ATHLETIC DEPT IN HONOR OF AMANDA DEVITT AND ED OWENS | $250 |
| URBAN ALLIANCE | ||||||
| 62 VILLAGE STREET | EAST HARTFORD | CT | 06108 | PC | FREE GROCERY DISTRIBUTION PROGRAM | $3,000 |
| URISE VENTURES INC | ||||||
| 1229 ALBANY AVE SUITE 202 | HARTFORD | CT | 06112 | PC | UP YOUR HUSTLE - YOUTH BUSINESS ACCELERATOR | $7,500 |
| WOMEN'S LEAGUE CHILD DEVELOPMENT CENTER | ||||||
| 1695 MAIN STREET | HARTFORD | CT | 06120 | PC | STEAM LEARNING LAB | $6,000 |
| YWCA HARTFORD REGION INC | ||||||
| 135 BROAD STREET | HARTFORD | CT | 06105 | PC | YW CAREER WOMEN | $9,000 |
| YWCA NEW BRITAIN | ||||||
| 19 FRANKLIN SQ | NEW BRITAIN | CT | 06051 | PC | YWCA NEW BRITAIN CHILDCARE INCUBATOR BUSINESS | $12,500 |
| ZION EVANGELICAL LUTHERAN CHURCH (V) | ||||||
| 27 JUDD ST | BRISTOL | CT | 06010 | PC | RANDOM ACT OF BENEVOLENCE- MEALS FOR NEIGHBORS | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $616,930 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,866 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $369,973 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $33,207 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURNED GRANTS | Desc |
| Exclusion | 13 | ExclusionCd |
| Exclusion | $11,066 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $416,112 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $416,112 | 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 | ACCOUNTING | CategoryTxt |
| Amt | $26,505 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $26,505 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| EQUITY FUNDS | FMV | $13,042,020 | $13,042,020 |
| BOND FUNDS | FMV | $3,246,362 | $3,246,362 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER ASSETS | Desc |
| BOY Book Value | $15,730 | BOYBookValueAmt |
| EOY Book Value | $10,172 | EOYBookValueAmt |
| EOYFMV | $10,172 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER | Desc |
| Revenue And Expenses Per Books | $22,591 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $22,591 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURNED GRANTS | Desc |
| Revenue And Expenses Per Books | $11,066 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $11,066 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Amt | $2,065,608 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX PAYABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $515 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $30,590 | $30,590 | $0 | $0 |
| OTHER | $1,212 | $0 | $0 | $1,212 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| EXCISE TAX | $6,096 | $0 | $0 | $0 |
| PAYROLL TAXES | $10,501 | $0 | $0 | $10,501 |
Comments