BETA

UNION SAVINGS BANK FOUNDATION INC: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
UNION SAVINGS BANK FOUNDATION INC (EIN 06-1508286)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-10-04
IRS object ID
202332779349100113
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-10-04T13:03:59-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN042689883PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WOLF & COMPANY PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1255 STATE STREETAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02109ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN061508286EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1UNION SAVINGS BANK FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlUNIOBusinessNameControlTxt
Phone2038304200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1226 MAIN STREETAddressLine1Txt
CityDANBURYCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06810ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPAUL H BRUCEPersonNm
Person TitleTREASURERPersonTitleTxt
Phone2038304200PhoneNum
Signature2023-10-04SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstPAULPersonFirstNm
Person LastBRUCEPersonLastNm
FieldValueIRS element (for citing)
SSN000008847SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonHARRY A KALAJIAN JR CPAPreparerPersonNm
PTINP00464296PTIN
Phone6174399700PhoneNum
Preparation2023-10-04PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$9,332,407FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$927,375ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$174,951DividendsRevAndExpnssAmt
Dividends Net Invst Incm$174,951DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$108,996NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$857,781GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$108,996CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,211,322TotalRevAndExpnssAmt
Total Net Invst Incm$283,947TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$12,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$12,000AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$8,500TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$100OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$100OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$20,600TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$12,100TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$477,150ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$497,317ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$497,750TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$509,417TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$713,572ExcessRevenueOverExpensesAmt
Net Investment Income$283,947NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$293,081CashBOYAmt
Cash EOY$394,958CashEOYAmt
Cash EOYFMV$394,958CashEOYFMVAmt
Pledges Rcvbl$315,000PledgesRcvblAmt
Pledges Rcvbl BOY$150,000PledgesRcvblBOYAmt
Pledges Rcvbl EOY$315,000PledgesRcvblEOYAmt
Pledges Rcvbl EOYFMV$315,000PledgesRcvblEOYFMVAmt
US Government Obligations BOY$77,085USGovernmentObligationsBOYAmt
US Government Obligations EOY$24,887USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$24,887USGovtObligationsEOYFMVAmt
Corporate Bonds BOY$9,861,348CorporateBondsBOYAmt
Corporate Bonds EOY$8,596,580CorporateBondsEOYAmt
Corporate Bonds EOYFMV$8,596,580CorporateBondsEOYFMVAmt
Other Assets BOY$1,947OtherAssetsBOYAmt
Other Assets EOY$982OtherAssetsEOYAmt
Other Assets EOYFMV$982OtherAssetsEOYFMVAmt
Total Assets BOY$10,383,461TotalAssetsBOYAmt
Total Assets EOY$9,332,407TotalAssetsEOYAmt
Total Assets EOYFMV$9,332,407TotalAssetsEOYFMVAmt
Accounts Payable BOY$47,666AccountsPayableBOYAmt
Total Liabilities BOY$47,666TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$10,335,795NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$9,332,407NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$10,335,795TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$9,332,407TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$10,383,461TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$9,332,407TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$10,335,795TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$713,572ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$11,049,367SubtotalAmt
Other Decreases$1,716,960OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$9,332,407TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertySALE OF SECURITIESPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$857,781GrossSalesPriceAmt
Cost Or Other Basis$748,785CostOrOtherBasisAmt
Gain Or Loss$108,996GainOrLossAmt
Gains Minus Excess Or Losses$108,996GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$108,996CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,947InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$3,947SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$3,947TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,993EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$4,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$7,993TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$4,046OverpaymentAmt
Applied To ES Tax$4,046AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCTOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksLAURA SZABLAKIndividualWithBooksNm
Phone2038304200PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1226 MAIN STAddressLine1Txt
CityDANBURYCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06810ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
LUCIE H VOVES
226 MAIN STREETDANBURYCT06810CHAIR1.00$0$0$0
MICHELLE KING
226 MAIN STREETDANBURYCT06810SECRETARY1.00$0$0$0
PAUL H BRUCE
226 MAIN STREETDANBURYCT06810TREASURER/TRUSTEE1.00$0$0$0
CYNTHIA C MERKLE
226 MAIN STREETDANBURYCT06810PRESIDENT/TRUSTEE1.00$0$0$0
RAY BOA
226 MAIN STREETDANBURYCT06810TRUSTEE1.00$0$0$0
JEFFREY KILBERG
226 MAIN STREETDANBURYCT06810TRUSTEE1.00$0$0$0
IRENE DZIECIASZEK
226 MAIN STREETDANBURYCT06810TRUSTEE1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$8,991,167AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$324,722AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$37,829FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$9,353,718TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$9,353,718AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$140,306CashDeemedCharitableAmt
Net Vl Noncharitable Assets$9,213,412NetVlNoncharitableAssetsAmt
Minimum Investment Return$460,671MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$460,671MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,947TaxBasedOnInvestmentIncomeAmt
Total Tax$3,947TotalTaxAmt
Distributable Before Adj$456,724DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$456,724DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$456,724DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$509,417ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$509,417QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$456,724DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$22,127ExcessDistributionCyovYr4Amt
Total Excess Distribution Cyov$22,127TotalExcessDistributionCyovAmt
Qualifying Distributions$509,417QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$456,724AppliedToCurrentYearAmt
Remaining Distri From Corpus$52,693RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$74,820TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$74,820ExcessDistriCyovToNextYrAmt
Excess From Year4$22,127ExcessFromYear4Amt
Excess From Current Year$52,693ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonMICHELLE BONVICINIRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1225 MAIN STREETAddressLine1Txt
CityDANBURYCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06810ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2038304200RecipientPhoneNum
Form And Info And MaterialsAN EXAMPLE OF THE GRANT APPLICATION IS ATTACHED TO THE 990-PF. THESE APPLICATIONS ARE AVAILABLE AT WWW.UNIONSAVINGS.COM. THEY MAY BE EMAILED TO THE FOUNDATION'S EMAIL ADDRESS OR MAILED TO PO BOX 647 DANBURY CT 06813-0647.FormAndInfoAndMaterialsTxt
Submission DeadlinesJUNE 1ST TO AUGUST 31STSubmissionDeadlinesTxt
Restrictions On AwardsGRANTS ARE RARELY APPROVED FOR : PUBLIC ENTITIES, MUNICIPALITIES, SECTARIAN ORGANIZATIONS, CAPITAL EXPENSES, OR MULT-YEAR REQUESTS. REQUESTS FROM INDIVIDUALS OR FROM ENDOWMENTS ARE ALSO RARELY GRANTED. IN ADDITION, ORGANIZATIONS AWARDED A 2021 GRANT ARE NOT ELIGIBLE TO APPLY IN 2022.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (65 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
4-H EDUCATION CENTER AT AUERFARM
158 AUER FARM RDBLOOMFIELDCT06002NOT RELATEDPCEXEMPT PURPOSES$5,000
ASSOCIATION OF RELIGIOUS COMMUNITIES
24 DELAY STDANBURYCT06810NOT RELATEDPCEXEMPT PURPOSES$20,000
BOYS & GIRLS CLUB OF RIDGEFIELD
41 GOVERNOR STREETRIDGEFIELDCT06877NOT RELATEDPCEXEMPT PURPOSES$16,667
BRAVE ENOUGH TO FALL
32 ASPETUCK VILLAGENEW MILLFORDCT06776NOT RELATEDPCEXEMPT PURPOSES$15,000
BROOKFIELD CARES
PO BOX 5156BROOKFIELDCT068045156NOT RELATEDPCEXEMPT PURPOSES$7,500
BROOKFIELD CRAFT CENTER
286 WHISCONIER ROADBROOKFIELDCT06804NOT RELATEDPCEXEMPT PURPOSES$10,500
BROOKFIELD EDUCATION FOUNDATION
PO BOX 5047BROOKFIELDCT068045047NOT RELATEDPCEXEMPT PURPOSES$7,500
CAMELLA'S CUPBOARD
50 EAST STREETNEW MILFORDCT06776NOT RELATEDPCEXEMPT PURPOSES$6,000
CANDLEWOOD FISHING CAMP
1 KEPLERS WAYNEW FAIRFIELDCT068124200NOT RELATEDPCEXEMPT PURPOSES$1,950
CANTON FOOD BANK
55 RIVER ROADCANTONCT06019NOT RELATEDPCEXEMPT PURPOSES$6,000
CHILDREN'S CENTER OF NEW MILFORD
11A ASPETUCK AVENEW MILFORDCT06776NOT RELATEDPCEXEMPT PURPOSES$15,000
COMMUNITY ACTION AGENCY OF WESTERN CT
78 TRIANGLE STREETDANBURYCT06810NOT RELATEDPCEXEMPT PURPOSES$6,000
COMMUNITY KITCHEN OF TORRINGTON
220 PROSPECT STTORRINGTONCT06790NOT RELATEDPCEXEMPT PURPOSES$6,000
CORP FOR NEW MILFORD
PO BOX 387NEW MILFORDCT06776NOT RELATEDPCEXEMPT PURPOSES$10,000
DAILY BREAD FOOD PANTRY
25 WEST STDANBURYCT06810NOT RELATEDPCEXEMPT PURPOSES$9,000
DANBURY ANIMAL WELFARE SOCIETY
147 GRASSY PLAIN STREETBETHELCT06801NOT RELATEDPCEXEMPT PURPOSES$16,000
DANBURY MUSIC CENTRE
256 MAIN STDANBURYCT06810NOT RELATEDPCEXEMPT PURPOSES$5,000
DANBURY SCHOOLS AND BUSINESS COLLABORATIVE
63 BEAVER BROOK ROADDANBURYCT06810NOT RELATEDPCEXEMPT PURPOSES$25,000
DANBURY VITA
152 DEER HILL AVE STE 104DANBURYCT068107766NOT RELATEDPCEXEMPT PURPOSES$2,000
DANBURY WESTERNERS
PO BOX 3828DANBURYCT06813NOT RELATEDPCEXEMPT PURPOSES$1,500
EDADVANCE
355 GOSHEN ROADLITCHFIELDCT06759NOT RELATEDPCEXEMPT PURPOSES$10,000
FAMILY & CHILDREN'S AID
75 WEST STREETDANBURYCT06810NOT RELATEDPCEXEMPT PURPOSES$15,000
FIVE POINT CENTER FOR ARTS
33 MAIN STTORRINGTONCT06790NOT RELATEDPCEXEMPT PURPOSES$25,000
FOCUS CENTER FOR AUTISM
126 DOWD AVENUECANTONCT06019NOT RELATEDPCEXEMPT PURPOSES$16,500
FOUNDERS HALL
193 DANBURY ROADRIDGEFIELDCT06877NOT RELATEDPCEXEMPT PURPOSES$5,000
FRIENDS OF THE ROCKBURY LIBRARY
PO BOX 74ROCKBURYCT06783NOT RELATEDPCEXEMPT PURPOSES$2,800
FRIENDSLY HANDS FOOD BANK
50 KING STREETTORRINGTONCT06790NOT RELATEDPCEXEMPT PURPOSES$6,000
GLEN AYRE APARTMENTS
1 GLEN AYRE DRNEW MILFORDCT06776NOT RELATEDPCEXEMPT PURPOSES$1,000
GOSHEN FOOD PANTRY
5 OLD MIDDLE STREETGOSHENCT06756NOT RELATEDPCEXEMPT PURPOSES$6,000
GREENWOODS COUNSELING & REFERRALS
25 SOUTH STREETLITCHFIELDCT06759NOT RELATEDPCEXEMPT PURPOSES$10,000
HILLSIDE FOOD OUTREACH
4 EAGLE RDDANBURYCT06810NOT RELATEDPCEXEMPT PURPOSES$3,000
HOUSATONIC RESOURCES RECOVERY AUTHORITY
162 WHISCONIER RDBROOKFIELDCT06804NOT RELATEDPCEXEMPT PURPOSES$3,500
JERICHO PARTNERSHIP
13 ROSE STREETDANBURYCT06810NOT RELATEDPCEXEMPT PURPOSES$10,000
JUNIOR ACHIEVEMENT OF GREATER FAIRFIELD COUNTY
835 MAIN STREETBRIDGEPORTCT06604NOT RELATEDPCEXEMPT PURPOSES$2,000
KENT FOOD BANK
41 KENT GREEN BOULEVARDKENTCT06757NOT RELATEDPCEXEMPT PURPOSES$6,000
KIDSPLAY CHILDREN'S MUSEUM
61 MAIN STREETTORRINGTONCT06790NOT RELATEDPCEXEMPT PURPOSES$10,000
LATINO SCHOLARSHIP FUND
PO BOX 3355DANBURYCT06810NOT RELATEDPCEXEMPT PURPOSES$2,500
LEBANON AMERICAN CLUB SCHOLARSHIP
22 WEST STDANBURYCT06814NOT RELATEDPCEXEMPT PURPOSES$2,000
LITCHFIELD HILLSNW ELDERY NUTRITION PROGRAM
88 E ALBERT STREETTORRINGTONCT06790NOT RELATEDPCEXEMPT PURPOSES$6,000
LVA SCHOOL
248 MAIN STREETDANBURYCT06810NOT RELATEDPCEXEMPT PURPOSES$15,000
MCCALL CENTER FOR BEHAVIORAL HEALTH
58 HIGH STREETTORRINGTONCT06790NOT RELATEDPCEXEMPT PURPOSES$7,200
MISHKAN ISRAEL DAY CAMP
785 RIDGE RDHAMDENCT06517NOT RELATEDPCEXEMPT PURPOSES$1,400
MONROE FOOD PANTRY
980 MONROE TURNPIKEMONROECT06468NOT RELATEDPCEXEMPT PURPOSES$6,000
NEW MILFORD ANIMAL WELFARE
8 DODD RDNEW MILFORDCT06776NOT RELATEDPCEXEMPT PURPOSES$4,000
OLD TIMERS ATHLETIC ASSOCIATION OF GREATER DANBURY INC
PO BOX 1113DANBURYCT06813NOT RELATEDPCEXEMPT PURPOSES$3,000
OLIVER WOLCOTT LIBRARY
160 SOUTH STREETLITCHFIELDCT06759NOT RELATEDPCEXEMPT PURPOSES$2,500
PRIME TIME HOUSE
836 MAIN STTORRINGTONCT067903347NOT RELATEDPCEXEMPT PURPOSES$2,000
PRIME TIME HOUSE
810 MAIN STREETTORRINGTONCT06790NOT RELATEDPCEXEMPT PURPOSES$6,000
REACH NEWTOWN
17 CHURCH HILL ROADNEWTONCT06470NOT RELATEDPCEXEMPT PURPOSES$15,000
ROBOTICS AND BEYOND
37 MAIN STREETNEW MILFORDCT06776NOT RELATEDPCEXEMPT PURPOSES$3,300
RPMS MEAL TRAIN
21 MEMORIAL DRIVEDANBURYCT06810NOT RELATEDPCEXEMPT PURPOSES$6,000
RVNAHEALTH
27 GOVERNOR STREETRIDGEFIELDCT06877NOT RELATEDPCEXEMPT PURPOSES$5,000
SOUTHBURY FOOD BANK
88 MAIN STREET SOUTHSOUTHBURYCT06488NOT RELATEDPCEXEMPT PURPOSES$6,000
ST MICHAEL'S FOOD PANTRY
25 SOUTH STREETLITCHFIELDCT06759NOT RELATEDPCEXEMPT PURPOSES$6,000
SUSAN B ANTHONY PROJECT
179 WATER STREETTORRINGTONCT06790NOT RELATEDPCEXEMPT PURPOSES$15,000
THE ARC OF LITCHFIELD COUNTY
314 MAIN STREETTORRINGTONCT06790NOT RELATEDPCEXEMPT PURPOSES$10,000
THE KENNEDY CENTER
2440 RESERVOIR AVENUETRUMBULLCT06611NOT RELATEDPCEXEMPT PURPOSES$12,000
THE NEW AMERICAN DREAM FOUNDATION
32 FARVIEW AVENUE 3RD FLRDANBURYCT06810NOT RELATEDPCEXEMPT PURPOSES$6,000
THE NEWTOWN SCHOLARSHIP ASSOCIATION
PO BOX 302NEWTOWNCT06470NOT RELATEDPCEXEMPT PURPOSES$1,000
THE SALVATION ARMY
855 ASYLUM AVEHARTFORDCT06105NOT RELATEDPCEXEMPT PURPOSES$3,000
THE TINY MIRACLES FOUNDATION
381 POST ROAD 2ND FLOORDARIENCT06820NOT RELATEDPCEXEMPT PURPOSES$15,000
WALNUT HILL COMMUNITY FOOD PANTRY
156 WALNUT HILL ROADBETHELCT06801NOT RELATEDPCEXEMPT PURPOSES$6,000
WASHINGTON SCHOLARSHIP FUND
PO BOX 243WASHINGTON DTCT067940243NOT RELATEDPCEXEMPT PURPOSES$1,000
WESTERN CT ASSOCIATION FOR HUMAN RIGHTS
57 NORTH STREET SUITE 223BDANBURYCT06810NOT RELATEDPCEXEMPT PURPOSES$1,000
WESTERN CT STATE UNIVERSITY
181 WHITE STDANBURYCT06810NOT RELATEDPCEXEMPT PURPOSES$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$497,317TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$174,951ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$108,996ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$283,947ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$283,947TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1UNION SAVINGS BANKBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 647AddressLine1Txt
CityDANBURYCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06813ZIPCd
FieldValueIRS element (for citing)
Total Contributions$927,375TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
AUDIT FEE$9,000$0$9,000
TAX PREPARATION FEE$3,000$0$3,000

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
MUTUAL FUNDS$8,496,969$8,496,969
CORPORATE DEBT SECURITIES$99,611$99,611

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$24,887USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$24,887USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescACCRUED INTEREST RECEIVABLEDesc
BOY Book Value$1,947BOYBookValueAmt
EOY Book Value$982EOYBookValueAmt
EOYFMV$982EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN/(LOSS) ON INVESTMENTSDesc
Amt$1,716,960Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescCT FILING FEEDesc
Revenue And Expenses Per Books$100RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$100DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXESCategoryTxt
Amt$8,500Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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