MAIN STREET COMMUNITY FOUNDATION: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
MAIN STREET COMMUNITY FOUNDATION (EIN 06-1433299)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-05-09
IRS object ID
202501299349302610
Schema version
2024v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-05-09T11:38:44-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN410746749PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLIFTONLARSONALLENBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line129 SOUTH MAIN STREET 4TH FLOORAddressLine1Txt
CityWEST HARTFORDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06107ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN061433299EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MAIN STREET COMMUNITY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMAINBusinessNameControlTxt
Phone8605836363PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 2702 120 HALCYON DRIVEAddressLine1Txt
CityBRISTOLCityNm
State AbbreviationCTStateAbbreviationCd
ZIP060112702ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSUSAN SADECKIPersonNm
Person TitlePRESIDENT & CEOPersonTitleTxt
Phone8605836363PhoneNum
Signature2025-05-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonNICOLE LEEPreparerPersonNm
PTINP01307175PTIN
Phone8605614000PhoneNum
Preparation2025-05-06PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerSUSAN SADECKIPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 2702 120 HALCYON DRIVEAddressLine1Txt
CityBRISTOLCityNm
State AbbreviationCTStateAbbreviationCd
ZIP060112702ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$5,745,666GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.MAINSTREETFOUNDATION.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1995FormationYr
Legal Domicile StateCTLegalDomicileStateCd
Activity Or MissionINSPIRING DONORS AND COMMUNITY PARTNERS TO FOSTER A SUSTAINABLE LEGACY OF IMPACTFUL GIVING.ActivityOrMissionDesc
Voting Members Governing Body21VotingMembersGoverningBodyCnt
Voting Members Independent20VotingMembersIndependentCnt
Total Employee7TotalEmployeeCnt
Total Volunteers120TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$2,107,426PYContributionsGrantsAmt
CY Contributions Grants$2,645,415CYContributionsGrantsAmt
PY Program Service Revenue$199,158PYProgramServiceRevenueAmt
CY Program Service Revenue$215,065CYProgramServiceRevenueAmt
PY Investment Income$1,316,549PYInvestmentIncomeAmt
CY Investment Income$2,861,971CYInvestmentIncomeAmt
PY Other Revenue-$122PYOtherRevenueAmt
CY Other Revenue$1,658CYOtherRevenueAmt
PY Total Revenue$3,623,011PYTotalRevenueAmt
CY Total Revenue$5,724,109CYTotalRevenueAmt
PY Grants And Similar Paid$1,328,851PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,606,491CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$656,914PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$691,439CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$56,813CYTotalFundraisingExpenseAmt
PY Other Expenses$402,844PYOtherExpensesAmt
CY Other Expenses$436,229CYOtherExpensesAmt
PY Total Expenses$2,388,609PYTotalExpensesAmt
CY Total Expenses$2,734,159CYTotalExpensesAmt
PY Revenues Less Expenses$1,234,402PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$2,989,950CYRevenuesLessExpensesAmt
Total Assets BOY$33,654,359TotalAssetsBOYAmt
Total Assets EOY$37,454,299TotalAssetsEOYAmt
Total Liabilities BOY$82,520TotalLiabilitiesBOYAmt
Total Liabilities EOY$190,532TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$33,571,839NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$37,263,767NetAssetsOrFundBalancesEOYAmt
MissionINSPIRING DONORS AND COMMUNITY PARTNERS TO FOSTER A SUSTAINABLE LEGACY OF IMPACTFUL GIVING BY ENCOURAGING AND PROMOTING: GIFT PLANNING, PRUDENT STEWARDSHIP OF ASSETS, EFFECTIVE GRANT MAKING AND COMMUNITY LEADERSHIP.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,438,438ExpenseAmt
Grant$1,053,019GrantAmt
Revenue$218,038RevenueAmt
DescTHE FOUNDATION PROVIDES GRANTS TO ELIGIBLE NON-PROFIT COMMUNITY ORGANIZATIONS IN THE FIELDS OF ARTS AND CULTURE, COMMUNITY DEVELOPMENT AND OUTREACH, EDUCATION, HEALTH, HUMAN SERVICES, ENVIRONMENT AND ANIMAL WELFARE.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$345,874ExpenseAmt
Grant$345,874GrantAmt
DescTHE FOUNDATION'S SCHOLARSHIP PROGRAM BRINGS TOGETHER STUDENTS IN NEED AND DONORS WHO CARE ABOUT EDUCATION TO ENABLE MORE STUDENTS TO ACHIEVE THEIR EDUCATIONAL DREAMS. THE FOUNDATION BELIEVES THAT AN INVESTMENT IN AREA STUDENTS IS AN INVESTMENT IN OUR COMMUNITY. THE IMPACT OF THIS INVESTMENT WILL BE REALIZED LONG BEYOND THE DEGREE OBTAINED. THE FOUNDATION CURRENTLY ADMINISTERS OVER 100 NAMED SCHOLARSHIP FUNDS THAT HAVE BEEN ESTABLISHED BY INDIVIDUALS, FAMILIES, BUSINESSES AND OTHER ORGANIZATIONS.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$264,795ExpenseAmt
Grant$207,598GrantAmt
DescGRANTS FROM AGENCY ENDOWMENT FUNDS ESTABLISHED BY AN UNRELATED ENTITY WHICH USES ITS OWN FUNDS FOR ITS OWN BENEFIT.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$2,049,107TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document5IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee7EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
DAF Excess Business Holdings0DAFExcessBusinessHoldingsInd
Taxable Distributions0TaxableDistributionsInd
Distribution To Donor0DistributionToDonorInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members21GoverningBodyVotingMembersCnt
Independent Voting Member20IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCTStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonSUSAN SADECKIPersonNm
Phone8605836363PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1120 HALCYON DRIVE PO BOX 2702AddressLine1Txt
CityBRISTOLCityNm
State AbbreviationCTStateAbbreviationCd
ZIP060102701ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
SUSAN SADECKI
PRESIDENT & CEO38.002.00Yes (X)Yes (X)$189,219$0$9,063
DANIEL J DAIGLE
CHAIR OF THE BOARD2.001.00Yes (X)Yes (X)$0$0$0
KATHRYN C REINHARD
VICE CHAIR2.001.00Yes (X)Yes (X)$0$0$0
SCOTT FOURNIER
PAST CHAIR OF THE BOARD2.001.00Yes (X)Yes (X)$0$0$0
KYLE S BIDDICK
TREASURER2.001.00Yes (X)Yes (X)$0$0$0
WILLIAM R MICARI
SECRETARY2.001.00Yes (X)Yes (X)$0$0$0
MEGAN E ALBANESE
DIRECTOR1.001.00Yes (X)$0$0$0
JARRE B BETTS
DIRECTOR1.001.00Yes (X)$0$0$0
BRENT T DAVENPORT
DIRECTOR1.001.00Yes (X)$0$0$0
VIRGINIA FITZGERALD
DIRECTOR1.001.00Yes (X)$0$0$0
ANDREA LANESE
DIRECTOR1.001.00Yes (X)$0$0$0
MARK MALLEY
DIRECTOR1.001.00Yes (X)$0$0$0
MARK MORIARTY
DIRECTOR1.001.00Yes (X)$0$0$0
JENNIFER O'CONNOR
DIRECTOR1.001.00Yes (X)$0$0$0
SUZANNE M PASSINI
DIRECTOR1.001.00Yes (X)$0$0$0
JOHN D SCARRITT
DIRECTOR1.001.00Yes (X)$0$0$0
MICHAEL F SWEENEY
DIRECTOR1.001.00Yes (X)$0$0$0
ANDREA WASLEY
DIRECTOR1.001.00Yes (X)$0$0$0
REBECCA B ZAPPONE
DIRECTOR1.001.00Yes (X)$0$0$0
WYLAND DALE CLIFT
DIRECTOR1.001.00Yes (X)$0$0$0
PAULA KNIGHT
DIRECTOR1.001.00Yes (X)$0$0$0
MARGUERITE P FLETCHER
DIRECTOR (UNTIL 03/24)1.001.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$189,219TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$9,063TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Fundraising$62,750FundraisingAmt
All Other Contributions$2,582,665AllOtherContributionsAmt
Noncash Contributions$346,663NoncashContributionsAmt
Total Contributions$2,645,415TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescADMINISTRATIVE FEESDesc
Business525990BusinessCd
Total Revenue Column$215,065TotalRevenueColumnAmt
Related Or Exempt Func Income$215,065RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$215,065TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,050,487TotalRevenueColumnAmt
Exclusion$1,050,487ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,811,484SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$1,811,484SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,811,484TotalRevenueColumnAmt
Exclusion$1,811,484ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$20,242FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$62,750ContriRptFundraisingEventAmt
Fundraising Direct Expenses$21,557FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$1,315TotalRevenueColumnAmt
Exclusion-$1,315ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescUNFULLFILLED GRANTSDesc
Business525990BusinessCd
Total Revenue Column$2,973TotalRevenueColumnAmt
Related Or Exempt Func Income$2,973RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$2,973OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,724,109TotalRevenueColumnAmt
Related Or Exempt Func Income$218,038RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$2,860,656ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,241,664TotalAmt
Program Services$1,241,664ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$364,827TotalAmt
Program Services$364,827ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$207,343TotalAmt
Program Services$109,892ProgramServicesAmt
Management And General$89,158ManagementAndGeneralAmt
Fundraising$8,293FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$398,964TotalAmt
Program Services$211,643ProgramServicesAmt
Management And General$174,459ManagementAndGeneralAmt
Fundraising$12,862FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$11,180TotalAmt
Program Services$154ProgramServicesAmt
Management And General$11,026ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$28,467TotalAmt
Program Services$16,419ProgramServicesAmt
Management And General$12,048ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$45,485TotalAmt
Program Services$24,107ProgramServicesAmt
Management And General$19,768ManagementAndGeneralAmt
Fundraising$1,610FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$1,978TotalAmt
Management And General$1,978ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$18,465TotalAmt
Management And General$18,465ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$189,952TotalAmt
Management And General$189,952ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$55,883TotalAmt
Program Services$28,267ProgramServicesAmt
Management And General$23,174ManagementAndGeneralAmt
Fundraising$4,442FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$35,272TotalAmt
Program Services$18,695ProgramServicesAmt
Management And General$15,328ManagementAndGeneralAmt
Fundraising$1,249FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$43,308TotalAmt
Program Services$21,654ProgramServicesAmt
Management And General$21,654ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,896TotalAmt
Management And General$1,896ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$36,989TotalAmt
Program Services$3,875ProgramServicesAmt
Management And General$24,125ManagementAndGeneralAmt
Fundraising$8,989FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$8,792TotalAmt
Management And General$8,792ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$8,230TotalAmt
Program Services$4,115ProgramServicesAmt
Management And General$4,115ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
PRINTING & PUBLICATIONS$25,348$1,445$11,735$12,168
SPECIAL EVENTS$7,766$566$7,200
CONTRIBUTIONS$2,350$2,350

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,734,159TotalAmt
Program Services$2,049,107ProgramServicesAmt
Management And General$628,239ManagementAndGeneralAmt
Fundraising$56,813FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$40,394BOYAmt
EOY$52,249EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$959,067BOYAmt
EOY$988,031EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
EOY$657EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$48,458BOYAmt
EOY$55,780EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$100BOYAmt
EOY$1,400EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$70,195LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$53,322LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$20,790BOYAmt
EOY$16,873EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$32,585,550BOYAmt
EOY$36,339,309EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$33,654,359BOYAmt
EOY$37,454,299EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$11,990BOYAmt
EOY$12,447EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$70,530BOYAmt
EOY$175,985EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
EOY$2,100EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$82,520BOYAmt
EOY$190,532EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$32,829,033BOYAmt
EOY$36,484,096EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$742,806BOYAmt
EOY$779,671EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$33,571,839BOYAmt
EOY$37,263,767EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$33,654,359BOYAmt
EOY$37,454,299EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$2,989,950ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$701,978NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,831,040CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,973,276CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,360,439CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,107,426CurrentTaxYearMinus1YearAmt
Current Tax Year$2,645,415CurrentTaxYearAmt
Total$9,917,596TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,831,040CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,973,276CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,360,439CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,107,426CurrentTaxYearMinus1YearAmt
Current Tax Year$2,645,415CurrentTaxYearAmt
Total$9,917,596TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$2,639,568SubstantialContributorsTotAmt
Public Support Total170$7,278,028PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$692,393CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$797,844CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$834,738CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$929,779CurrentTaxYearMinus1YearAmt
Current Tax Year$1,050,487CurrentTaxYearAmt
Total$4,305,241TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$934CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,250CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,414CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,000CurrentTaxYearMinus1YearAmt
Current Tax Year$23,215CurrentTaxYearAmt
Total$31,813TotalAmt
FieldValueIRS element (for citing)
Total Support$14,254,650TotalSupportAmt
Gross Receipts Rltd Activities$1,033,298GrossReceiptsRltdActivitiesAmt
Public Support CY1700.51060PublicSupportCY170Pct
Public Support PY1700.50920PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:FormAndLineReferenceDesc
ExplanationOTHER INCOME - 2020 AMOUNT: $ 934. UNFULLFILLED GRANTS - 2021 AMOUNT: $ 1,250. 2022 AMOUNT: $ 5,414. 2023 AMOUNT: $ 1,000. 2024 AMOUNT: $ 2,973. GROSS FUNDRAISING - 2024 AMOUNT: $ 20,242.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held45DonorAdvisedFundsHeldCnt
Funds And Other Accounts Held223FundsAndOtherAccountsHeldCnt
Donor Advised Funds Contri$540,864DonorAdvisedFundsContriAmt
Funds And Other Accounts Contri$2,157,465FundsAndOtherAccountsContriAmt
Donor Advised Funds Grants$448,121DonorAdvisedFundsGrantsAmt
Funds And Other Accounts Grants$1,209,750FundsAndOtherAccountsGrantsAmt
Donor Advised Funds Vl EOY$4,534,415DonorAdvisedFundsVlEOYAmt
Funds And Other Accounts Vl EOY$32,729,352FundsAndOtherAccountsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$46,634,023BeginningYearBalanceAmt
Contributions$2,575,965ContributionsAmt
Investment Earnings Or Losses$4,860,614InvestmentEarningsOrLossesAmt
Grants Or Scholarships$2,192,346GrantsOrScholarshipsAmt
Administrative Expenses$662,270AdministrativeExpensesAmt
End Year Balance$51,215,986EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$41,822,097BeginningYearBalanceAmt
Contributions$2,085,048ContributionsAmt
Investment Earnings Or Losses$5,543,766InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,980,227GrantsOrScholarshipsAmt
Administrative Expenses$836,661AdministrativeExpensesAmt
End Year Balance$46,634,023EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$49,780,994BeginningYearBalanceAmt
Contributions$1,344,339ContributionsAmt
Investment Earnings Or Losses-$6,397,128InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,966,950GrantsOrScholarshipsAmt
Administrative Expenses$939,158AdministrativeExpensesAmt
End Year Balance$41,822,097EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$44,281,404BeginningYearBalanceAmt
Contributions$1,961,091ContributionsAmt
Investment Earnings Or Losses$5,994,576InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,807,437GrantsOrScholarshipsAmt
Administrative Expenses$648,640AdministrativeExpensesAmt
End Year Balance$49,780,994EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$41,233,234BeginningYearBalanceAmt
Contributions$1,529,890ContributionsAmt
Investment Earnings Or Losses$4,140,338InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,780,447GrantsOrScholarshipsAmt
Administrative Expenses$841,611AdministrativeExpensesAmt
End Year Balance$44,281,404EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.98480BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.00410PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.01110TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgYes (1)EndowmentsHeldRelatedOrgInd
Related Org List Sch RYes (1)RelatedOrgListSchRInd

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$14,238OtherCostOrOtherBasisAmt
Depreciation$12,381DepreciationAmt
Book Value$1,857BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$55,957OtherCostOrOtherBasisAmt
Depreciation$40,941DepreciationAmt
Book Value$15,016BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$16,873TotalBookValueLandBuildingsAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART V, LINE 4 - INTENDED USES OF ENDOWMENT FUNDFormAndLineReferenceDesc
ExplanationINSPIRING DONORS AND COMMUNITY PARTNERS TO FOSTER A SUSTAINABLE LEGACY OF IMPACTFUL GIVING BY ENCOURAGING AND PROMOTING: GIFT PLANNING, PRUDENT STEWARDSHIP OF ASSETS, EFFECTIVE GRANT MAKING AND COMMUNITY LEADERSHIP.ExplanationTxt

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1WONDER OF WOMEN/MBFEvent1Nm
Gross Receipts Event1$82,992GrossReceiptsEvent1Amt
Charitable Contri Event1$62,750CharitableContriEvent1Amt
Gross Revenue Event1$20,242GrossRevenueEvent1Amt
Food And Beverage Event1$19,239FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$2,318OtherDirectExpensesEvent1Amt
Gross Receipts Total$82,992GrossReceiptsTotalAmt
Charitable Contributions Tot$62,750CharitableContributionsTotAmt
Gross Revenue Total Events$20,242GrossRevenueTotalEventsAmt
Food And Beverage Total Events$19,239FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$2,318OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$21,557DirectExpenseSummaryEventsAmt
Net Income Summary-$1,315NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (40 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
AMERICAN CLOCK & WATCH MUSEUM
100 MAPLE STREETBRISTOLCT06010066006559501(C)(3)$14,780$0ANNUAL DISTRIBUTION FOR GENERAL SUPPORT; GRANTS FOR ARTS & CULTURE
BOYS & GIRLS CLUB OF BRISTOL FAMILY CENTER
255 WEST STREETBRISTOLCT06010060646556501(C)(3)$171,870$0GENERAL SUPPORT; GRANTS FOR YOUTH DEVELOPMENT; CAPITAL CAMPAIGN SUPPORT
BREAD FOR LIFE INC
PO BOX 925SOUTHINGTONCT06489061232902501(C)(3)$14,188$0GRANTS FOR FOOD, NUTRITION, AND TECHNOLOGY
BRISTOL ADULT RESOURCE CENTER INC
621 JEROME AVE PO BOX 726BRISTOLCT060100726066010303501(C)(3)$16,700$0GRANTS FOR HUMAN SERVICE
BRISTOL COMMUNITY SERVICES
51 HIGH STREETBRISTOLCT06010066001866MUNICIPALITY$7,575$0ANNUAL GRANT FOR PROGRAM SUPPORT; GRANTS FOR ENERGY ASSISTANCE FOR LOW-INCOME FAMILIES
BRISTOL FAMILY RESOURCE CENTERS
500 CLARK STREETBRISTOLCT06010066001866MUNICIPALITY$14,530$0GRANTS FOR YOUTH DEVELOPMENT AND EDUCATION
BRISTOL HOSPITAL DEVELOPMENT FOUNDATION
145 QUEEN STREET PO BOX 977BRISTOLCT060110977222577740501(C)(3)$25,850$0GENERAL SUPPORT; GRANTS FOR GENERAL HEALTH AND WELLNESS
BRISTOL WORKS INC
PO BOX 11BRISTOLCT06010883419631501(C)(3)$6,400$0GRANTS FOR WORKFORCE TRAINING
BURLINGTON LIBRARY ASSOCIATION INC
34 LIBRARY LANEBURLINGTONCT06013066100035501(C)(3)$6,960$0ANNUAL DISTRIBUTION FOR GENERAL SUPPORT; GRANTS FOR LIBRARIES AND EDUCATION
BURLINGTON VOLUNTEER FIRE DEPARTMENT INC
719 GEORGE WASHINGTON TURNPIKEBURLINGTONCT06013521736392501(C)(3)$5,378$0QUICK ATTACK NOZZLES FOR FRONTLINE APPARATUS
CITY OF BRISTOL
CITY HALL 111 NORTH MAIN STREETBRISTOLCT06010066001866MUNICIPALITY$119,860$0GRANTS FOR LIBRARY SERVICES AND EDUCATIONAL PURPOSES
CITY OF BRISTOL PARKS RECREATION YOUTH AND COMMUNITY SERVICES
CITY HALL 111 NORTH MAIN STREETBRISTOLCT06010066001866MUNICIPALITY$34,010$0GRANTS FOR SPORTS AND RECREATION
ENVIRONMENTAL LEARNING CENTERS OF CT INC
501 WOLCOTT ROADBRISTOLCT06010237094283501(C)(3)$31,765$0GRANTS FOR ENVIRONMENTAL, RECREATION AND SPORTS, AND YOUTH DEVELOPMENT
GRAND'ANSE HEALTH & DEVELOPMENT ASSOCIATION
103 PRINCETON AVEBRICKNJ08724832519862501(C)(3)$19,999$0MEDICAL AND HUMANITARIAN CARE FOR RESIDENTS OF HAITI
HILL-STEAD MUSEUM
35 MOUNTAIN ROADFARMINGTONCT03032060646673501(C)(3)$7,500$0UNRESTRICTED GRANT
IMAGINE NATION A MUSEUM EARLY LEARNING CENTER
1 PLEASANT STREETBRISTOLCT06010060653192501(C)(3)$8,205$0GRANTS FOR EDUCATION AND ARTS AND CULTURE
IMMANUEL LUTHERAN CHURCH
154 MEADOW STREETBRISTOLCT06011471725196RELIGIOUS EXEMPTION$10,000$0CHURCH STEEPLE RENOVATION
KELLY'S KIDS INC
9 SPRING STPROSPECTCT06712471725196501(C)(3)$5,200$0GRANTS FOR EDUCATION AND YOUTH DEVELOPMENT
NEW ENGLAND AIR MUSEUM
36 PERIMETER ROADWINDSOR LOCKSCT06096066069083501(C)(3)$10,000$0GENERAL OPERATING SUPPORT
NUTMEG SYMPHONY ORCHESTRA
PO BOX 2154BRISTOLCT06011061086047501(C)(3)$6,400$0GRANTS FOR ARTS AND CULTURE
OPPORTUNITY HOUSE INC
320 OLD HILL ROADHAMDENCT06514460723634501(C)(3)$7,180$0ANNUAL GRANT FOR UNANTICIPATED OPERATING EXPENSES AS APPROVED BY BOARD
PLYMOUTH COMMUNITY FOOD PANTRY
20 DEWEY AVENUETERRYVILLECT06786010694939501(C)(3)$6,035$0GRANTS FOR NUTRITION AND GENERAL HEALTH
PRUDENCE CRANDALL CENTER INC
594 BURRITT STREETNEW BRITAINCT06050060968557501(C)(3)$14,420$0GRANTS TO SUPPORT MENTAL HEALTH AND HUMAN SERVICES
RONALD MCDONALD HOUSE CHARITIES OF CONNECTICUT & WESTERN MASSACHUSETTS
860 HOWARD AVENUENEW HAVENCT06519042971480501(C)(3)$7,500$0GRANTS FOR HUMAN SERVICE
SHEPARD MEADOWS THERAPEUTIC RIDING CENTER INC
733 HILL STREET PO BOX 2826BRISTOLCT060112826320155596501(C)(3)$7,625$0GRANTS FOR YOUTH DEVELOPMENT AND MENTAL HEALTH
SOUTHINGTON-CHESHIRE COMMUNITY YMCAS
29 HIGH STREETSOUTHINGTONCT06489060646905501(C)(3)$6,900$0GRANTS FOR HEALTH AND COMMUNITY DEVELOPMENT
SOUTHINGTON COMMUNITY SERVICES
91 NORTON STREETPLANTSVILLECT06479066002091MUNICIPALITY$11,040$0GRANTS FOR HUMAN SERVICES, YOUTH DEVELOPMENT, AND EDUCATIONAL
SOUTHINGTON PUBLIC LIBRARY
255 MAIN STREETSOUTHINGTONCT06489066002091MUNICIPALITY$50,000$0COMMITMENT FOR LIBRARY EXPANSION, PAYABLE
ST ANDREW EVANGELICAL LUTHERAN CHURCH
1125 STAFFORD AVENUEBRISTOLCT06011RELIGIOUS EXEMPTION$57,988$0GENERAL OPERATING SUPPORT
ST VINCENT DEPAUL MISSION OF BRISTOL INC
19 JACOBS STREETBRISTOLCT060111922222478902501(C)(3)$9,565$0GRANTS FOR FOOD AND SHELTER
THE AGAPE HOUSE
43 SCHOOL STREETBRISTOLCT06011814185852501(C)(3)$8,000$0GRANTS FOR HUMAN SERVICES
THE BUSHNELL
166 CAPITAL AVENUEHARTFORDCT06106060662112501(C)(3)$6,000$0ANNUAL FUND AND GALA SUPPORT
THE CAROUSEL MUSEUM
95 RIVERSIDE AVENUEBRISTOLCT06011061261386501(C)(3)$18,440$0GRANTS FOR ARTS AND CULTURE
THE SALVATION ARMY
855 ASYLUM AVEHARTFORDCT06105135562351501(C)(3)$72,724$0GRANTS FOR GENERAL SUPPORT AND SUPPORT OF SOUP KITCHEN
TUNXIS COMMUNITY COLLEGE FOUNDATION INC
271 SCOTT SWAMP ROADFARMINGTONCT06032237099816501(C)(3)$33,790$0GRANTS FOR EDUCATIONAL PURPOSES
UNITED WAY OF WEST CENTRAL CT
EXECUTIVE SUITES 440 NORTH MAINBRISTOLCT06010060653262501(C)(3)$97,990$0GRANTS FOR EDUCATIONAL, HUMAN SERVICES, AND COMMUNITY DEVELOPMENTSTREET
VETERANS STRONG COMMUNITY CENTER
110 NORTH MAIN STREETBRISTOLCT06010823194091501(C)(3)$6,745$0GRANTS FOR HUMAN SERVICES
WEST CEMETERY ASSOCIATION
49 POUND STREETBRISTOLCT06010060661038501(C)(3)$18,500$0QUARTERLY DISTRIBUTION FOR THE CARE AND UPKEEP OF THE CHAPEL
WHEELER CLINIC
91 NORTHWEST DRIVEPLAINVILLECT06062060867065501(C)(3)$10,180$0GRANTS FOR MENTAL AND GENERAL HEALTH
YWCA OF NEW BRITAIN
19 FRANKLIN SQUARENEW BRITAINCT06050060598620501(C)(3)$10,000$0SEXUAL ASSAULT CRISIS SERVICES
FieldValueIRS element (for citing)
Total501c3 Org39Total501c3OrgCnt
Total Other Org2TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
SCHOLARSHIPS215$345,874
IMMEDIATE RESPONSE GRANTS48$18,953

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationTHE FOUNDATION REQUIRES ORGANIZATIONS THAT RECEIVE FUNDS TO PROVIDE PERIODIC REPORTS BACK TO THE FOUNDATION ABOUT HOW THE FUNDS ARE EXPENDED TO SUPPORT A CHARITABLE CAUSE. TO THE EXTENT THE FOUNDATION PROVIDES SCHOLARSHIPS TO COLLEGE STUDENTS, THOSE FUNDS ARE REMITTED DIRECTLY TO THE COLLEGE OR UNIVERSITY WHERE THE STUDENT IS ENROLLED. THE STUDENT HAS NO DISCRETION IN HOW THE FUNDS ARE USED SO NO FURTHER MONITORING IS REQUIRED. IF A STUDENT DOES NOT MEET CERTAIN BENCHMARKS SUCH AS GRADE REQUIREMENTS, THEY MAY FORFEIT THE RIGHT TO THE SCHOLARSHIP.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonSUSAN SADECKIPersonNm
TitlePRESIDENT & CEOTitleTxt
Base Compensation Filing Org$189,219BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$0CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$5,562DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$3,501NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$0NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$198,282TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$0TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution4ContributionCnt
Noncash Contributions Rpt F990$346,663NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, COLUMN (B):FormAndLineReferenceDesc
ExplanationPART I, COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTORS.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 1ATHE EXECUTIVE COMMITTEE SHALL CONSIST OF THE CURRENT OFFICERS AND THE IMMEDIATE PAST CHAIR OF THE BOARD. THE EXECUTIVE COMMITTEE SHALL HAVE SUCH AUTHORITY AS MAY BE GRANTED TO IT BY THE BOARD OF DIRECTORS, AND SHALL IN ADDITION BE AUTHORIZED TO MAKE ADMINISTRATIVE DECISIONS FROM TIME TO TIME BETWEEN BOARD OF DIRECTORS MEETINGS, SUBJECT TO TIMELY RATIFICATION BY THE BOARD OF DIRECTORS. THE COMMITTEE SHALL CONDUCT AN ANNUAL EVALUATION OF THE PRESIDENT.
FORM 990, PART VI, SECTION B, LINE 11BTHE 990, WITH THE OMISSION OF SCHEDULE B, IS PROVIDED TO THE FULL BOARD OF DIRECTORS THROUGH EMAIL OR AT A BOARD MEETING IF ONE IS HELD PRIOR TO THE SUBMISSION OF THE DOCUMENT.
FORM 990, PART VI, SECTION B, LINE 12CTHE AUDIT COMMITTEE LISTS ALL CONFLICTS REPORTED AND BRINGS THE LIST TO THE ATTENTION OF THE EXECUTIVE COMMITTEE AND THE PRESIDENT WHO MONITORS VOTES.
FORM 990, PART VI, SECTION B, LINE 15AEACH BOARD MEMBER COMPLETES AN EVALUATION FORM FOR THE PRESIDENT/CEO WHICH IS COLLECTED BY THE BOARD CHAIR. COMPARABLE COMPENSATION DATA IS USED. ONCE COMPLETED, THE RESULTS ARE PROVIDED TO THE BOARD OF DIRECTORS IN EXECUTIVE SESSION AND THE COMPOSITE EVALUATION IS THEN SIGNED BY THE BOARD CHAIR AND PRESIDENT AND IS MAINTAINED ON FILE IN THE PRESIDENT'S PERSONNEL FILE. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAKES ITS FORM 990 AVAILABLE TO THE PUBLIC BY RETAINING A COPY AT ITS PLACE OF BUSINESS. THE FORM 990 IS LIKEWISE PUBLISHED ON THE INTERNET AT WWW.GUIDESTAR.ORG. THE ORGANIZATION'S FINANCIAL STATEMENTS, GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT ORDINARILY MADE AVAILABLE TO THE PUBLIC, BUT, IF REQUESTED, WILL BE PROVIDED AT MANAGEMENT'S DISCRETION.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationIndDirect Controlling NADirectControllingNACd
BRADLEY HENRY BARNES AND LEILA BARNES MEMORIAL TRUST
120 HALCYON DRIVE PO BOX 2702BRISTOLCT06010066160463CHARITABLECT501(C)(3)LINE 12AMAIN STREET COMMUNITY FOUNDATIONYes (1)
FREDERICK T MANROSS TRUST
120 HALCYON DRIVE PO BOX 2702BRISTOLCT06010066338289CHARITABLECT501(C)(3)PF0N/A
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (1)PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1BRADLEY HENRY BARNES AND LEILA BARNES MEMORIAL TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypeLTransactionTypeTxt
Involved$187,353InvolvedAmt
Method Of Amount DeterminationALLOCATED COSTMethodOfAmountDeterminationTxt

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