BETA

ELISHA LEAVENWORTH FOUNDATION INCORPORATED: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
ELISHA LEAVENWORTH FOUNDATION INCORPORATED (EIN 06-6035206)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-15
IRS object ID
202313199349102641
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)
Return2023-11-15T11:03:58-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN060666222PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CHARLES HEAVEN & CO CPA'SBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1207 BANK STAddressLine1Txt
CityWATERBURYCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06702ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN066035206EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ELISHA LEAVENWORTH FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlELISBusinessNameControlTxt
Phone2037588086PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1032AddressLine1Txt
CityMIDDLEBURYCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06762ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSALLY KERNANPersonNm
Person TitleTREASURERPersonTitleTxt
Signature2023-11-15SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSALLYPersonFirstNm
Person LastKERNANPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERT E SWEENEY JRPreparerPersonNm
PTINP01215711PTIN
Phone2037534101PhoneNum
Preparation2023-11-15PreparationDt
Self EmployedYes (X)SelfEmployedInd
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$5,812,554FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$23,783InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$23,783InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$69,436DividendsRevAndExpnssAmt
Dividends Net Invst Incm$69,436DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$490,830NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,689,000GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$490,830CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$584,049TotalRevAndExpnssAmt
Total Net Invst Incm$584,049TotalNetInvstIncmAmt
Other Prof Fees Rev And Expnss$46,366OtherProfFeesRevAndExpnssAmt
Other Expenses Rev And Expnss$3,656OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$50,022TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$283,529ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$283,529ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$333,551TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$283,529TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$250,498ExcessRevenueOverExpensesAmt
Net Investment Income$584,049NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$33,030CashBOYAmt
Cash EOY$47,749CashEOYAmt
Cash EOYFMV$47,753CashEOYFMVAmt
Sav And Temp Cash Invst BOY$303,796SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$111,845SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$111,845SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$3,906,883OtherInvestmentsBOYAmt
Other Investments EOY$4,334,613OtherInvestmentsEOYAmt
Other Investments EOYFMV$5,652,956OtherInvestmentsEOYFMVAmt
Total Assets BOY$4,243,709TotalAssetsBOYAmt
Total Assets EOY$4,494,207TotalAssetsEOYAmt
Total Assets EOYFMV$5,812,554TotalAssetsEOYFMVAmt
Other Liabilities BOY$50,000OtherLiabilitiesBOYAmt
Other Liabilities EOY$50,000OtherLiabilitiesEOYAmt
Total Liabilities BOY$50,000TotalLiabilitiesBOYAmt
Total Liabilities EOY$50,000TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$4,193,709NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$4,444,207NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$4,193,709TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,444,207TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,243,709TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,494,207TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,193,709TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$250,498ExcessRevenueOverExpensesAmt
Subtotal$4,444,207SubtotalAmt
Tot Net Ast Or Fund Balances EOY$4,444,207TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyBANK OF NYPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$2,687,667GrossSalesPriceAmt
Cost Or Other Basis$2,198,170CostOrOtherBasisAmt
Gain Or Loss$489,497GainOrLossAmt
Gains Minus Excess Or Losses$489,497GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$490,830CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$8,118InvestmentIncomeExciseTaxAmt
Subtotal$8,118SubtotalAmt
Tax Based On Investment Income$8,118TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,464EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$6,000ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$8,464TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$94EsPenaltyAmt
Overpayment$252OverpaymentAmt
Applied To ES Tax$0AppliedToESTaxAmt
Refund$252RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1SALLY KERNANBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2037588086PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1700 BREAKNECK HILL ROADAddressLine1Txt
CityMIDDLEBURYCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06762ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (13 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
M CATHERINE SMITH
PO BOX 1436MIDDLEBURYCT06762PRESIDENT000.00$0$0$0
EMILY ANDERSON
531 UPPER GRASSY HILL ROADWOODBURYCT06798DIRECTOR000.00$0$0$0
SALLY CIARLO
396 WATERTOWN ROADMIDDLEBURYCT06762DIRECTOR000.00$0$0$0
PATRICIA DUNN
70 MASTERS DRIVESOUTHINGTONCT06489DIRECTOR000.00$0$0$0
LYNN FRANKLIN HENRY
ASH SWAMP ROADWOODBURYCT06798DIRECTOR000.00$0$0$0
SALLY KERNAN
700 BREAKNECK HILL ROADMIDDLEBURYCT06762TREASURER000.00$0$0$0
MARGARET LAWLOR
200 SOUTHWEST RDWATERBURYCT06708DIRECTOR000.00$0$0$0
KATHRYN LAURIA
53 HOLLOW ROADWOODBURYCT06798DIRECTOR000.00$0$0$0
MARCEA MONAGAN
206 SUGAR MAPLE WAYMIDDLEBURYCT06762DIRECTOR000.00$0$0$0
CHRISTINE PAPE
55 SOUTH STREETMIDDLEBURYCT06762DIRECTOR000.00$0$0$0
LAURIE ST JOHN
22 KETTLETOWN RDSOUTHBURYCT06844DIRECTOR000.00$0$0$0
ANNIE SCOTT
585 PARK RDWATEBURYCT06708DIRECTOR000.00$0$0$0
STEPHANIE CUMMINGS
66 FLEETWOOD DRWATERBURYCT06702DIRECTOR000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$5,896,944AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$389,724AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$6,286,668TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$6,286,668AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$94,300CashDeemedCharitableAmt
Net Vl Noncharitable Assets$6,192,368NetVlNoncharitableAssetsAmt
Minimum Investment Return$309,618MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$309,618MinimumInvestmentReturnAmt
Tax Based On Investment Income$8,118TaxBasedOnInvestmentIncomeAmt
Total Tax$8,118TotalTaxAmt
Distributable Before Adj$301,500DistributableBeforeAdjAmt
Distributable Before Ded$301,500DistributableBeforeDedAmt
Distributable As Adjusted$301,500DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$283,529ExpensesAndContributionsAmt
Qualifying Distributions$283,529QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$301,500DistributableAsAdjustedAmt
Undistributed Income PY$266,632UndistributedIncomePYAmt
Qualifying Distributions$283,529QualifyingDistributionsAmt
Applied To Year1$266,632AppliedToYear1Amt
Applied To Current Year$16,897AppliedToCurrentYearAmt
Undistributed Income CY$284,603UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonELISHA LEAVENWORTH FOUNDATION INCRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1032AddressLine1Txt
CityMIDDLEBURYCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06762ZIPCd
FieldValueIRS element (for citing)
Recipient Phone9999999999RecipientPhoneNum
Form And Info And MaterialsFINANCIAL AID - REQUESTS REQUEST APPLICATION FROM THE FOUNDATION. COMPLETE APPLICATION AND RETURN WITH PROOF OF ACCEPTANCE TO A 2 OR 4 YEAR DEGREE PROGRAM. OTHER - LIMITED TO ORGANIZATIONS WITHIN THE GREATER WATERBURY COMMUNITY. GRANTS ARE AWARDED IN NOVEMBER OR DECEMBER.FormAndInfoAndMaterialsTxt
Submission DeadlinesFINANCIAL AID - APRIL 30 OTHER - NO DEADLINESubmissionDeadlinesTxt
Restrictions On AwardsOTHER - FOR THE BENEFIT OF THE GREATER WATERBURY COMMUNITYRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)

Business Name Line2RecipientBusinessName/BusinessNameLine2TxtAddress Line1RecipientUSAddress/AddressLine1TxtAddress Line2RecipientUSAddress/AddressLine2TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ACT 4 MINISTRIES
ACT 4 MINISTRIES1713 THOMASTON AVE1713 THOMASTON AVEWATERBURYCT06704OPERATING SUPPORT$22,500
BIBLE CHURCH FOOD PANTRY
BIBLE CHURCH FOOD PANTRY240 DWIGHT ST240 DWIGHT STWATERBURYCT06704OPERATING SUPPORT$6,000
BOYS AND GIRLS CLUB OF WATERBURY
BOYS AND GIRLS CLUB OF WATERBURY1037 EAST MAIN ST1037 EAST MAIN STWATERBURYCT06705OPERATING SUPPORT$3,110
BRASS CITY CHARTER SCHOOL
BRASS CITY CHARTER SCHOOL289 WILLOW ST289 WILLOW STWATERBURYCT06710OPERATING SUPPORT$15,000
BRIDGE TO SUCCESS
BRIDGE TO SUCCESS100 NORTH ELM ST100 NORTH ELM STWATERBURYCT06702OPERATING SUPPORT$29,844
CHD-CT
CHD-CT6990 EAST MAIN ST6990 EAST MAIN STWATERBURYCT06702OPERATING SUPPORT$6,000
CHILDRENS COMMUNITY SCHOOL
CHILDRENS COMMUNITY SCHOOL31 WOCOTT ST31 WOCOTT STWATERBURYCT06702OPERATING SUPPORT$30,000
COMMUNITY TABERNACLE
COMMUNITY TABERNACLE12 HEWLETT ST12 HEWLETT STWATERBURYCT06710OPERATING SUPPORT$2,000
CT COMMUNITY FOUNDATION
CT COMMUNITY FOUNDATION43 FIELD ST43 FIELD STWATERBURYCT06702OPERATING SUPPORT$500
CT PARTNERSHIP FOR CHILDREN
CT PARTNERSHIP FOR CHILDREN98 OLIVE ST98 OLIVE STNAUGATUCKCT06770OPERATING SUPPORT$6,000
EVANGELICAL CHURCH FOOD PANTRY
EVANGELICAL CHURCH FOOD PANTRY1325 WATERTOWN AVE1325 WATERTOWN AVEWATERBURYCT06708OPERATING SUPPORT$6,000
FLANDERS NATURE CENTER
FLANDERS NATURE CENTER5 CHURCH HILL RD5 CHURCH HILL RDWOODBURYCT06798OPERATING SUPPORT$14,600
FOR RIGHT NOW
FOR RIGHT NOW83 PROSPECT ST83 PROSPECT STWATERBURYCT06710OPERATING SUPPORT$2,000
GRACE BAPTIST CHURCH
GRACE BAPTIST CHURCH65 KINGSBURY ST65 KINGSBURY STWATERBURYCT06702OPERATING SUPPORT$3,000
GWIM
GWIM770 EAST MAIN ST770 EAST MAIN STWATERBURYCT06702OPERATING SUPPORT$9,000
HISPANIC COALITION
HISPANIC COALITION135 EAST LIBERTY ST135 EAST LIBERTY STWATERBURYCT06706OPERATING SUPPORT$3,000
HOPEVILLE CHURCH
HOPEVILLE CHURCH160 PIEDMONT ST160 PIEDMONT STWATERBURYCT06703OPERATING SUPPORT$13,125
HOUSE OF PRAYER
HOUSE OF PRAYER1245 THOMASTON AVE1245 THOMASTON AVEWATERBURYCT06704OPERATING SUPPORT$6,000
NVCC FOOD PANTRY
NVCC FOOD PANTRY750 CHASE PARKWAY750 CHASE PARKWAYWATERBURYCT06708OPERATING SUPPORT$3,000
PAL
PAL64 DIVISION ST64 DIVISION STWATERBURYCT06704OPERATING SUPPORT$6,000
PORTERS HOUSE
PORTERS HOUSE541 WOCOTT ST541 WOCOTT STWATERBURYCT06705OPERATING SUPPORT$15,000
ROCK OF AGES
ROCK OF AGES219 GROVE ST219 GROVE STWATERBURYCT06710OPERATING SUPPORT$1,500
SALVATION ARMY
SALVATION ARMY74 CENTRAL AVE74 CENTRAL AVEWATERBURYCT06702OPERATING SUPPORT$19,000
SEVEN ANGELS THEATER
SEVEN ANGELS THEATER1 PLANK RD1 PLANK RDWATERBURYCT06075OPERATING SUPPORT$7,500
SHAKESPEARIENCE PRODUCTIONS
SHAKESPEARIENCE PRODUCTIONS117 BANK ST117 BANK STWATERBURYCT06702OPERATING SUPPORT$5,000
SKIDMORE COLLEGE
SKIDMORE COLLEGE815 NOORTH BROADWAY815 NOORTH BROADWAYSARATOGA SPRINGSNY12866FINANCIAL AID$5,000
ST VINCENT DEPAUL
ST VINCENT DEPAUL114 BENEDICT ST114 BENEDICT STWATERBURYCT06706OPERATING SUPPORT$9,000
STEP BY STEP
STEP BY STEP73 HERSCHEL AVE73 HERSCHEL AVEWATERBURYCT06708OPERATING SUPPORT$2,000
UNIVERSITY OF CT
UNIVERSITY OF CT233 GLENBROOK RD233 GLENBROOK RDSTORRSCT06269FINANCIAL AID$7,500
WATERBURY BAPTIST FOOD MINISTRY
WATERBURY BAPTIST FOOD MINISTRY222 WEST MAIN ST222 WEST MAIN STWATERBURYCT06702OPERATING SUPPORT$6,000
WATERBURY SYMPHONY
WATERBURY SYMPHONY500 CHASE PARKWAY500 CHASE PARKWAYWATERBURYCT06708OPERATING SUPPORT$5,000
WATERBURY YOUTH SERVICES
WATERBURY YOUTH SERVICES83 PROSPECT ST83 PROSPECT STWATERBURYCT06702OPERATING SUPPORT$12,850
YESHIVA K'TANA
YESHIVA K'TANA32 HILLSIDE AVE32 HILLSIDE AVEWATERBURYCT06710OPERATING SUPPORT$1,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$283,529TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1PALBusinessNameLine1Txt
Business Name Line2PALBusinessNameLine2Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line164 DIVISION STAddressLine1Txt
Address Line264 DIVISION STAddressLine2Txt
CityWATERBURYCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06704ZIPCd
FieldValueIRS element (for citing)
Grant Or Contribution PurposeCAPITAL CAMPAIGNGrantOrContributionPurposeTxt
Amt$50,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$50,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$23,783ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$69,436ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,333ExclusionAmt
Related Or Exempt Function Incm$489,497RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$94,552ExclusionAmt
Related Or Exempt Function Incm$489,497RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$584,049TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
BNY MELLON, N.A. INVESTMENT ACCOUNTAT COST$4,279,917$5,548,228
106 SHARES PLATT BROTHERSAT COST$54,696$104,728

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
OFFICE EXPENSES$482
BOARD MEETINGS$2,694
BANK SERVICE CHARGE$480

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescGRANT SET - ASIDEDesc
BOY Book Value$50,000BOYBookValueAmt
EOY Book Value$50,000EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT & BANK FEESCategoryTxt
Amt$46,366Amt

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