NEWTOWN SAVINGS BANK FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- NEWTOWN SAVINGS BANK FOUNDATION INC (EIN 06-1514980)
- Tax period
- 2022-10-01 to 2023-09-30
- Filed
- 2024-08-14
- IRS object ID
- 202442279349100609
- Schema version
- 2022v5.0
- 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
- Schedule B
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-08-14T08:56:27-05:00 | ReturnTs |
| Tax Period End | 2023-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042689883 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WOLF & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 255 STATE STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061514980 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEWTOWN SAVINGS BANK FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O NEWTOWN SAVINGS BANK | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NEWT | BusinessNameControlTxt |
| Phone | 2034264440 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 39 MAIN STREET | AddressLine1Txt |
| City | NEWTOWN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06470 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM J MCCARTHY | PersonNm |
| Person Title | SENIOR VICE PRESIDENT | PersonTitleTxt |
| Phone | 2034264440 | PhoneNum |
| Signature | 2024-08-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KAREN S NG EA | PreparerPersonNm |
| PTIN | P01067482 | PTIN |
| Phone | 6174399700 | PhoneNum |
| Preparation | 2024-07-30 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,393,611 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,037,229 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $163,276 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $163,276 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$96,821 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $360,617 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,103,684 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $163,276 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $25,765 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $25,765 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,800 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $39 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $39 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $27,604 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25,765 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $39 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $199,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $199,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $227,104 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25,765 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $199,539 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $876,580 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $137,511 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $30,164 | CashBOYAmt |
| Cash EOY | $49,753 | CashEOYAmt |
| Cash EOYFMV | $49,753 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,918,770 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,623,982 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,623,982 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,834,336 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,719,876 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,719,876 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,783,270 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,393,611 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,393,611 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,743,887 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,743,887 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,039,383 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,649,724 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,783,270 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,393,611 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,783,270 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,393,611 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,783,270 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $876,580 | ExcessRevenueOverExpensesAmt |
| Other Increases | $733,761 | OtherIncreasesAmt |
| Subtotal | $5,393,611 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,393,611 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (47 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 3M COMPANY | P | 2021-01-22 | 2022-10-05 | $2,276 | $3,364 | -$1,088 | -$1,088 |
| 3M COMPANY | P | 2021-01-22 | 2022-10-05 | $5,691 | $8,410 | -$2,719 | -$2,719 |
| 3M COMPANY | P | 2021-01-22 | 2022-10-05 | $9,105 | $13,457 | -$4,352 | -$4,352 |
| 3M COMPANY | P | 2022-03-11 | 2022-10-05 | $5,691 | $7,131 | -$1,440 | -$1,440 |
| CALIFORNIA STATEWIDE CM 06/01/2024 5.896% | P | 2019-03-05 | 2023-06-02 | $5,000 | $5,293 | -$293 | -$293 |
| CITIGRP GLOBAL MKTS HLD 03/12/2025 7.60% | P | 2022-03-07 | 2023-06-12 | $10,000 | $10,050 | -$50 | -$50 |
| CITIGRP GLOBAL MKTS HLD 03/12/2025 7.60% | P | 2022-03-07 | 2023-06-12 | $50,000 | $49,900 | $100 | $100 |
| ETF MANAGERS TR PUREFU | P | 2022-01-11 | 2023-07-17 | $17,962 | $22,950 | -$4,988 | -$4,988 |
| ETF MANAGERS TR PUREFU | P | 2022-03-11 | 2023-07-17 | $8,981 | $9,227 | -$246 | -$246 |
| ETF MANAGERS TR PUREFU | P | 2022-05-24 | 2023-07-17 | $4,490 | $4,262 | $228 | $228 |
| ETF MANAGERS TR PUREFU | P | 2022-08-25 | 2023-07-17 | $4,490 | $4,442 | $48 | $48 |
| ETF MANAGERS TR PUREFU | P | 2022-12-01 | 2023-07-17 | $4,490 | $4,158 | $332 | $332 |
| ETF MANAGERS TR PUREFU | P | 2022-12-23 | 2023-07-17 | $4,490 | $3,834 | $656 | $656 |
| FEDEX | P | 2022-01-07 | 2022-10-05 | $15,602 | $26,603 | -$11,001 | -$11,001 |
| FEDEX | P | 2022-08-25 | 2022-10-05 | $3,901 | $5,639 | -$1,738 | -$1,738 |
| GE HEALTHCARE TECHNOLO | P | 2022-08-25 | 2023-01-09 | $20 | $16 | $4 | $4 |
| HALEON PLC ADR | P | 2018-01-02 | 2022-12-01 | $2,870 | $2,683 | $187 | $187 |
| HALEON PLC ADR | P | 2020-02-27 | 2022-12-01 | $717 | $761 | -$44 | -$44 |
| HSBC USA INC MEDIUM TER 01/30/2023 8.10% | P | 2020-01-24 | 2023-01-30 | $35,000 | $35,025 | -$25 | -$25 |
| INDUSTRIAL LOGISTICS PPT | P | 2022-01-07 | 2022-12-01 | $4,045 | $25,320 | -$21,275 | -$21,275 |
| INDUSTRIAL LOGISTICS PPT | P | 2022-01-20 | 2022-12-01 | $3,236 | $18,828 | -$15,592 | -$15,592 |
| INDUSTRIAL LOGISTICS PPT | P | 2022-05-24 | 2022-12-01 | $809 | $2,854 | -$2,045 | -$2,045 |
| INVESCO EXCHANGE TRADE | P | 2020-11-10 | 2023-08-30 | $10,496 | $10,718 | -$222 | -$222 |
| INVESCO EXCHANGE TRADE | P | 2021-01-22 | 2023-08-30 | $2,624 | $3,284 | -$660 | -$660 |
| INVESCO EXCHANGE TRADE | P | 2021-01-27 | 2023-08-30 | $1,312 | $1,600 | -$288 | -$288 |
| INVESCO EXCHANGE TRADE | P | 2021-01-29 | 2023-08-30 | $1,312 | $1,572 | -$260 | -$260 |
| INVESCO EXCHANGE TRADE | P | 2021-02-18 | 2023-08-30 | $2,624 | $3,417 | -$793 | -$793 |
| INVESCO EXCHANGE TRADE | P | 2021-06-09 | 2023-08-30 | $2,624 | $3,301 | -$677 | -$677 |
| INVESCO EXCHANGE TRADE | P | 2021-12-31 | 2023-08-30 | $5,248 | $6,738 | -$1,490 | -$1,490 |
| INVESCO EXCHANGE TRADE | P | 2022-08-25 | 2023-08-30 | $2,624 | $2,621 | $3 | $3 |
| INVESCO EXCHANGE TRADE | P | 2023-01-18 | 2023-08-30 | $2,624 | $2,560 | $64 | $64 |
| INVESCO EXCHANGE TRADE | P | 2023-01-18 | 2023-08-30 | $2,624 | $2,560 | $64 | $64 |
| ISHARES GLOBAL CLEAN EN | P | 2021-03-10 | 2022-12-01 | $10,500 | $12,063 | -$1,563 | -$1,563 |
| PENNSYLVANIA ST CTFS PA 04/01/2023 5.00% | P | 2018-12-27 | 2022-10-03 | $5,000 | $5,188 | -$188 | -$188 |
| PENNSYLVANIA ST CTFS PA 04/01/2023 5.00% | P | 2018-12-27 | 2023-04-03 | $10,000 | $10,375 | -$375 | -$375 |
| RIVERSIDE CNTY CALIF PEN 02/15/2025 4.91% | P | 2012-01-11 | 2023-02-15 | $5,000 | $4,996 | $4 | $4 |
| SPDR HIGH YIELD | P | 2012-11-01 | 2023-07-17 | $16,914 | $22,064 | -$5,150 | -$5,150 |
| SPDR HIGH YIELD | P | 2022-08-25 | 2023-07-17 | $1,571 | $1,610 | -$39 | -$39 |
| SPDR HIGH YIELD | P | 2022-12-23 | 2023-07-17 | $18,485 | $18,171 | $314 | $314 |
| VANGUARD GLOBAL EX-US | P | 2018-08-23 | 2022-12-01 | $8,434 | $11,466 | -$3,032 | -$3,032 |
| VERIZON COMMUNICATIONS | P | 2020-02-24 | 2023-01-18 | $16,188 | $23,394 | -$7,206 | -$7,206 |
| WALT DISNEY CO HOLDING | P | 2022-01-11 | 2023-07-17 | $8,571 | $15,746 | -$7,175 | -$7,175 |
| WALT DISNEY CO HOLDING | P | 2022-08-25 | 2023-07-17 | $10,714 | $14,533 | -$3,819 | -$3,819 |
| WALT DISNEY CO HOLDING | P | 2022-10-05 | 2023-07-17 | $4,286 | $4,966 | -$680 | -$680 |
| WALT DISNEY CO HOLDING | P | 2023-01-18 | 2023-07-17 | $4,286 | $5,012 | -$726 | -$726 |
| WORCESTER MASS G/O BON 01/01/2028 6.25% | P | 2011-03-18 | 2023-01-03 | $5,000 | $5,276 | -$276 | -$276 |
| CAPITAL GAINS DIVIDENDS | P | $2,690 | $2,690 | $2,690 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$96,821 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,911 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,911 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,911 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,245 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $2,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,245 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,334 | OverpaymentAmt |
| Applied To ES Tax | $2,334 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | WILLIAM J MCCARTHY | IndividualWithBooksNm |
| Phone | 2034264440 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O NEWTOWN SAVINGS BANK 39 MAIN | AddressLine1Txt |
| Address Line2 | STREET | AddressLine2Txt |
| City | NEWTOWN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06470 | 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 (12 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| KENNETH L WEINSTEIN | ||||||||
| 39 MAIN STREET | NEWTOWN | CT | 06470 | PRESIDENT/DIRECTOR | 1.00 | $0 | $0 | $0 |
| WILLIAM J MCCARTHY | ||||||||
| 39 MAIN STREET | NEWTOWN | CT | 06470 | SVP | 1.00 | $0 | $0 | $0 |
| JULIA DOUGLAS | ||||||||
| 39 MAIN STREET | NEWTOWN | CT | 06470 | SECRETARY | 1.00 | $0 | $0 | $0 |
| CARRIE L AMOS | ||||||||
| 39 MAIN STREET | NEWTOWN | CT | 06470 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| WILLIAM A BRIMMER JR | ||||||||
| 39 MAIN STREET | NEWTOWN | CT | 06470 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ALAN J CLAVETTE | ||||||||
| 39 MAIN STREET | NEWTOWN | CT | 06470 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JAMES A KENNEDY | ||||||||
| 39 MAIN STREET | NEWTOWN | CT | 06470 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CAROL L MAHONEY | ||||||||
| 39 MAIN STREET | NEWTOWN | CT | 06470 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JAMES T MORLEY JR | ||||||||
| 39 MAIN STREET | NEWTOWN | CT | 06470 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JOHN F TRENTACOSTA | ||||||||
| 39 MAIN STREET | NEWTOWN | CT | 06470 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| LAUREEN A TROTTO | ||||||||
| 39 MAIN STREET | NEWTOWN | CT | 06470 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| BRIAN C WHITE | ||||||||
| 39 MAIN STREET | NEWTOWN | CT | 06470 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,891,061 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $217,700 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,108,761 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,108,761 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $76,631 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,032,130 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $251,607 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $251,607 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,911 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,911 | TotalTaxAmt |
| Distributable Before Adj | $249,696 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $249,696 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $249,696 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $199,539 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $199,539 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $249,696 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $40,846 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $199,539 | QualifyingDistributionsAmt |
| Applied To Year1 | $40,846 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $158,693 | 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 | $91,003 | 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 | WILLIAM J MCCARTHY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | NEWTOWN SAVINGS BANK 39 MAIN STREET | AddressLine1Txt |
| City | NEWTOWN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06470 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2034264440 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS SHOULD BE MADE IN WRITING | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE LIMITED TO APPLICANTS IN THE NEWTOWN AND SURROUNDING AREA AND COMMUNITIES WITH NEWTOWN SAVINGS BANK BRANCHES | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (75 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMOS HOUSE | ||||||||
| PO BOX 509 | DANBURY | CT | 06810 | NOT RELATED | PC | EXEMPT PURPOSE | $2,000 | |
| BEDROCK CREDIT AMERICA | ||||||||
| 250 OLD WOODBURY ROAD | SOUTHBURY | CT | 06498 | NOT RELATED | PC | EXEMPT PURPOSE | $2,000 | |
| BETHEL HIGH SCHOOL | ||||||||
| 300 WHITTLESEY DRIVE | BETHEL | CT | 06604 | NOT RELATED | PC | EXEMPT PURPOSE | $1,500 | |
| BOYS AND GIRLS VILLAGE | ||||||||
| 528 WHEELERS FARM ROAD | MILFORD | CT | 06461 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 | |
| BRIDGEPORT CARIBE YOUTH LEADERS | ||||||||
| 595 MADISON AVE | BRIDGEPORT | CT | 06604 | NOT RELATED | PC | EXEMPT PURPOSE | $1,500 | |
| BRIDGEPORT RESCUE MISSION | ||||||||
| PO BOX 9057 | BRIDGEPORT | CT | 06601 | NOT RELATED | PC | EXEMPT PURPOSE | $3,500 | |
| BROOKFIELD HIGH SCHOOL | ||||||||
| 45 LONG MEADOW HILL ROAD | BROOKFIELD | CT | 06804 | NOT RELATED | PC | EXEMPT PURPOSE | $1,500 | |
| BROOKFIELD SOCIAL SERVICES | ||||||||
| 100 POCONO ROAD PO BOX 5106 | BROOKFIELD | CT | 06804 | NOT RELATED | PC | EXEMPT PURPOSE | $2,000 | |
| BUILDING NEIGHBORHOODS TOGETHER | ||||||||
| 570 STATE STREET | BRIDGEPORT | CT | 06604 | NOT RELATED | PC | EXEMPT PURPOSE | $15,000 | |
| CATHOLIC CHARITIES OF FAIRFIELD COUNTY | ||||||||
| 238 JEWETT AVENUE | BRIDGEPORT | CT | 06606 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | |
| CONNECTICUT HOUSING PARTNERS | ||||||||
| 1235 HUNTINGTON TURNPIKE | TRUMBULL | CT | 06611 | NOT RELATED | PC | EXEMPT PURPOSE | $2,000 | |
| CONNECTICUT INSTITUTE FOR COMMUNITIES | ||||||||
| 120 MAIN STREET 4TH FLOOR | DANBURY | CT | 06810 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | |
| DAILY BREAD FOOD PANTRY | ||||||||
| PO BOX 2 | DANBURY | CT | 06813 | NOT RELATED | PC | EXEMPT PURPOSE | $2,000 | |
| DANBURY GRASS ROOTS ACADEMY | ||||||||
| PO BOX 2912 | DANBURY | CT | 06813 | NOT RELATED | PC | EXEMPT PURPOSE | $1,500 | |
| DANBURY HIGH SCHOOL | ||||||||
| 43 CLAPBOARD RIDGE ROAD | DANBURY | CT | 06811 | NOT RELATED | PC | EXEMPT PURPOSE | $2,000 | |
| DANBURY VITA | ||||||||
| 152 DEERHILL AVENUE | DANBURY | CT | 06810 | NOT RELATED | PC | EXEMPT PURPOSE | $2,000 | |
| DANBURY YOUTH SERVICES | ||||||||
| 91 WEST STREET | DANBURY | CT | 06810 | NOT RELATED | PC | EXEMPT PURPOSE | $2,500 | |
| DOROTHY DAY HOSPITALITY HOUSE | ||||||||
| PO BOX 922 | DANBURY | CT | 06813 | NOT RELATED | PC | EXEMPT PURPOSE | $2,000 | |
| FAITH FOOD PANTRY OF NEWTOWN INC | ||||||||
| PO BOX 53 | NEWTOWN | CT | 06470 | NOT RELATED | PC | EXEMPT PURPOSE | $2,000 | |
| FOUNDATION FOR EXCELLENCE IN BRIDGEPORT PUBLIC SCHOOLS | ||||||||
| 45 LYON TERRACE ROOM 328 | BRIDGEPORT | CT | 06604 | NOT RELATED | PC | EXEMPT PURPOSE | $4,500 | |
| FOUNDATIONS IN EDUCATION INC | ||||||||
| 238 JEWETT AVE | BRIDGEPORT | CT | 06606 | NOT RELATED | PC | EXEMPT PURPOSE | $2,000 | |
| HABITAT FOR HUMANITY OF COASTAL FAIRFIELD COUNTY | ||||||||
| 1542 BARNUM AVENUE | BRIDGEPORT | CT | 06610 | NOT RELATED | PC | EXEMPT PURPOSE | $4,000 | |
| HOMES FOR THE BRAVE | ||||||||
| 655 PARK AVENUE | BRIDGEPORT | CT | 06604 | NOT RELATED | PC | EXEMPT PURPOSE | $2,000 | |
| HORIZONS AT SACRED HEART UNIVERSITY | ||||||||
| 5151 PARK AVENUE | FAIRFIELD | CT | 06825 | NOT RELATED | PC | EXEMPT PURPOSE | $2,250 | |
| HORIZONS OF NOTRE DAME | ||||||||
| 220 JEFFERSON STREET | FAIRFIELD | CT | 06825 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | |
| HOUSATONIC COMMUNITY COLLEGE FOUNDATION | ||||||||
| 900 LAFAYETTE BOULEVARD | BRIDGEPORT | CT | 06604 | NOT RELATED | PC | EXEMPT PURPOSE | $2,000 | |
| HOUSATONIC HABITAT FOR HUMANITY | ||||||||
| 51 AUSTIN STREET | DANBURY | CT | 06810 | NOT RELATED | PC | EXEMPT PURPOSE | $2,500 | |
| IMMACULATE HIGH SCHOOL | ||||||||
| 73 SOUTHERN BOULEVARD | DANBURY | CT | 06810 | NOT RELATED | PC | EXEMPT PURPOSE | $2,000 | |
| JERICHO PARTNERSHIP | ||||||||
| 22 MAPLE AVENUE | DANBURY | CT | 06810 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 | |
| LATINO SCHOLARSHIP FUND | ||||||||
| PO BOX 3355 | DANBURY | CT | 06813 | NOT RELATED | PC | EXEMPT PURPOSE | $1,500 | |
| LAUNDRY LOVE OF GREATER DANBURY | ||||||||
| 103 MAIN STREET | DANBURY | CT | 06810 | NOT RELATED | PC | EXEMPT PURPOSE | $750 | |
| LIFEBRIDGE COMMUNITY SERVICES | ||||||||
| 475 CLINTON AVENUE | BRIDGEPORT | CT | 06605 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 | |
| MERCY LEARNING CENTER | ||||||||
| 637 PARK AVENUE | BRIDGEPORT | CT | 06604 | NOT RELATED | PC | EXEMPT PURPOSE | $2,000 | |
| MISHKAN ISRAEL DAY CAMP | ||||||||
| 77 MT PLEASANT DRIVE | TRUMBULL | CT | 06611 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 | |
| MONROE SCHOLARSHIP FUND | ||||||||
| PO BOX 691 | MONROE | CT | 06468 | NOT RELATED | PC | EXEMPT PURPOSE | $1,500 | |
| NEIGHBORHOOD HOUSING SERVICES OF NEW HAVEN | ||||||||
| 333 SHERMAN AVENUE | NEW HAVEN | CT | 06511 | NOT RELATED | PC | EXEMPT PURPOSE | $2,000 | |
| NEWTOWN COMMUNITY CENTER | ||||||||
| 3 PRIMROSE STREET | NEWTOWN | CT | 06470 | NOT RELATED | PC | EXEMPT PURPOSE | $2,000 | |
| NEWTOWN SCHOLARSHIP ASSOCIATION | ||||||||
| PO BOX 302 | NEWTOWN | CT | 06470 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | |
| NUNNAWAUK MEADOWS | ||||||||
| 3 NUNNAWAULK ROAD | NEWTOWN | CT | 06470 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 | |
| OFF THE STREETS - BRIDGEPORT | ||||||||
| 6948 MAIN STREET | TRUMBULL | CT | 06611 | NOT RELATED | PC | EXEMPT PURPOSE | $500 | |
| OFF THE STREETS - DANBURY | ||||||||
| PO BOX 591 | BETHEL | CT | 06801 | NOT RELATED | PC | EXEMPT PURPOSE | $500 | |
| OXFORD HIGH SCHOOL | ||||||||
| 61 QUAKER FARMS ROAD | OXFORD | CT | 06478 | NOT RELATED | PC | EXEMPT PURPOSE | $1,500 | |
| POMPERAUG HIGH SCHOOL | ||||||||
| 234 JUDD ROAD | SOUTHBURY | CT | 06488 | NOT RELATED | PC | EXEMPT PURPOSE | $1,500 | |
| REACH WESTERN CONNECTICUT | ||||||||
| 117 OLD STATE ROAD | BROOKFIELD | CT | 06804 | NOT RELATED | PC | EXEMPT PURPOSE | $1,500 | |
| REAL FOOD CT | ||||||||
| 11 ORCHARD HILL ROAD | NEWTOWN | CT | 06470 | NOT RELATED | PC | EXEMPT PURPOSE | $2,000 | |
| REGIONAL YMCA OF WESTERN CT | ||||||||
| 293 MAIN STREET | DANBURY | CT | 06810 | NOT RELATED | PC | EXEMPT PURPOSE | $2,000 | |
| RENEWAL HOUSE | ||||||||
| PO BOX 622 | DANBURY | CT | 06813 | NOT RELATED | PC | EXEMPT PURPOSE | $2,000 | |
| SACRED HEART UNIVERSITY'S DISCOVERY SCIENCE CENTER | ||||||||
| 4450 PARK AVENUE | BRIDGEPORT | CT | 06604 | NOT RELATED | PC | EXEMPT PURPOSE | $2,000 | |
| SANDY HOOK ORGANIZATION FOR PROSPERITY | ||||||||
| 110 CHURCH HILL ROAD | SANDY HOOK | CT | 06482 | NOT RELATED | PC | EXEMPT PURPOSE | $7,500 | |
| SCORE WESTERN CT | ||||||||
| 155 DEER HILL AVENUE C/O DANBURY | DANBURY | CT | 06810 | NOT RELATED | PC | EXEMPT PURPOSE | $2,000 | CITY HALL |
| SEYMOUROXFORD FOOD BANK | ||||||||
| PO BOX 178 | SEYMOUR | CT | 06483 | NOT RELATED | PC | EXEMPT PURPOSE | $2,000 | |
| SHELTON ECONOMIC DEVELOPMENT CORPORATION | ||||||||
| 25 BROOK STREET SUITE 203 | SHELTON | CT | 06484 | NOT RELATED | PC | EXEMPT PURPOSE | $500 | |
| SHELTON HIGH SCHOOL | ||||||||
| 120 MEADOW STREET | SHELTON | CT | 06484 | NOT RELATED | PC | EXEMPT PURPOSE | $1,500 | |
| SHEPHERDS INC | ||||||||
| PO BOX 1756 | DARIEN | CT | 06820 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 | |
| SOUTHBURY FOOD BANK | ||||||||
| PO BOX 68 | SOUTHBURY | CT | 06488 | NOT RELATED | PC | EXEMPT PURPOSE | $2,000 | |
| SPOONER HOUSE | ||||||||
| 30 TODD ROAD | SHELTON | CT | 06484 | NOT RELATED | PC | EXEMPT PURPOSE | $2,000 | |
| STERLING HOUSE COMMUNITY CENTER | ||||||||
| 2283 MAIN STREET | STRATFORD | CT | 06615 | NOT RELATED | PC | EXEMPT PURPOSE | $500 | |
| TBICO | ||||||||
| 6 FINANCE DRIVE | DANBURY | CT | 06810 | NOT RELATED | PC | EXEMPT PURPOSE | $2,000 | |
| TEAM INC | ||||||||
| 30 ELIZABETH STREET | DERBY | CT | 06418 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | |
| THE CENTER FOR EMPOWERMENT AND EDUCATION | ||||||||
| 2 WEST STREET | DANBURY | CT | 06810 | NOT RELATED | PC | EXEMPT PURPOSE | $7,500 | |
| THE COMMUNITY ACTION AGENCY OF WESTERN CT | ||||||||
| 78 TRIANGLE STREET | DANBURY | CT | 06810 | NOT RELATED | PC | EXEMPT PURPOSE | $2,000 | |
| THE HORD FOUNDATION | ||||||||
| PO BOX 4671 | DANBURY | CT | 06810 | NOT RELATED | PC | EXEMPT PURPOSE | $1,500 | |
| THE KENNEDY CENTER | ||||||||
| 2440 RESERVOIR AVENUE | TRUMBULL | CT | 06611 | NOT RELATED | PC | EXEMPT PURPOSE | $2,500 | |
| THOMAS MERTON CENTER | ||||||||
| 238 JEWETT AVENUE | BRIDGEPORT | CT | 06604 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | |
| TOWN OF MONROE SOCIAL SERVICES | ||||||||
| 7 FAN HILL ROAD | MONROE | CT | 06468 | NOT RELATED | PC | EXEMPT PURPOSE | $2,000 | |
| TRUMBULL DEPARTMENT OF SOCIAL SERVICES | ||||||||
| 23 PRISCILLA PLACE | TRUMBULL | CT | 06611 | NOT RELATED | PC | EXEMPT PURPOSE | $2,000 | |
| TRUMBULL HIGH SCHOOL | ||||||||
| 72 STROBEL ROAD | TRUMBULL | CT | 06611 | NOT RELATED | PC | EXEMPT PURPOSE | $1,500 | |
| UNITED WAY OF GREATER NEW HAVEN | ||||||||
| 370 JAMES STREET SUITE 403 | NEW HAVEN | CT | 06513 | NOT RELATED | PC | EXEMPT PURPOSE | $2,000 | |
| UNITED WAY OF GREATER WATERBURY | ||||||||
| 100 NORTH ELM STREET 2ND FLOOR | WATERBURY | CT | 067021512 | NOT RELATED | PC | EXEMPT PURPOSE | $500 | |
| UNITED WAY OF WESTERN CONNECTICUT | ||||||||
| 301 MAIN STREET SUITE 2-5 | DANBURY | CT | 06810 | NOT RELATED | PC | EXEMPT PURPOSE | $8,000 | |
| VALLEY UNITED WAY | ||||||||
| 54 GROVE STREET | SHELTON | CT | 06484 | NOT RELATED | PC | EXEMPT PURPOSE | $2,500 | |
| WCSU FOUNDATION | ||||||||
| 181 WHITE STREET ROOM 101 | DANBURY | CT | 06810 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | |
| WEST INDIAN AMERICAN ASSOCAITION OF GREATER BRIDGEPORT | ||||||||
| PO BOX 3155 | BRIDGEPORT | CT | 06605 | NOT RELATED | PC | EXEMPT PURPOSE | $1,500 | |
| WOMEN'S BUSINESS DEVELOPMENT COUNCIL INC | ||||||||
| 184 BEDFORD STREET SUITE 201 | STAMFORD | CT | 06901 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | |
| WOODBURY SCHOLARSHIP FUND | ||||||||
| PO BOX 716 | WOODBURY | CT | 06798 | NOT RELATED | PC | EXEMPT PURPOSE | $1,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $199,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $163,276 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$96,821 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $66,455 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $66,455 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEWTOWN SAVINGS BANK | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 39 MAIN STREET | AddressLine1Txt |
| City | NEWTOWN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06470 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,037,229 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCKS | StockNm |
| EOY Book Value | $2,623,982 | EOYBookValueAmt |
| EOYFMV | $2,623,982 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| EXCHANGE TRADED FUNDS (ETFS) | FMV | $664,754 | $664,754 |
| FIXED INCOME (BONDS) | FMV | $1,835,716 | $1,835,716 |
| MUTUAL FUNDS | FMV | $19,910 | $19,910 |
| REIT | FMV | $199,496 | $199,496 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEES | Desc |
| Revenue And Expenses Per Books | $39 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $39 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET CHANGE IN UNREALIZED GAINS/LOSSES | Desc |
| Amt | $733,761 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT | CategoryTxt |
| Amt | $25,765 | Amt |
| Net Investment Income | $25,765 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $1,800 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments