BETA

UNION SAVINGS BANK FOUNDATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
UNION SAVINGS BANK FOUNDATION INC (EIN 06-1508286)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-07-29
IRS object ID
202212109349100801
Schema version
2021v4.2
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)
Return2022-07-29T08:39:15-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

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 Begin2021-01-01TaxPeriodBeginDt

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
Signature2022-07-28SignatureDt
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

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonHARRY A KALAJIAN JR CPAPreparerPersonNm
PTINP00464296PTIN
Phone6174399700PhoneNum
Preparation2022-07-29PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$10,383,461FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$311,950ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$164,212DividendsRevAndExpnssAmt
Dividends Net Invst Incm$164,212DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$395,291NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,284,475GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$395,291CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$871,453TotalRevAndExpnssAmt
Total Net Invst Incm$559,503TotalNetInvstIncmAmt
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$11,900AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$11,900AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$2,500TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$50OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$50OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$14,450TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$11,950TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$453,400ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$430,317ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$467,850TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$442,267TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$403,603ExcessRevenueOverExpensesAmt
Net Investment Income$559,503NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$284,465CashBOYAmt
Cash EOY$293,081CashEOYAmt
Cash EOYFMV$293,081CashEOYFMVAmt
Acct Rcvbl$150,000AcctRcvblAmt
Acct Rcvbl EOY$150,000AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$150,000AcctRcvblEOYFMVAmt
US Government Obligations BOY$79,807USGovernmentObligationsBOYAmt
US Government Obligations EOY$77,085USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$77,085USGovtObligationsEOYFMVAmt
Corporate Bonds BOY$8,956,637CorporateBondsBOYAmt
Corporate Bonds EOY$9,861,348CorporateBondsEOYAmt
Corporate Bonds EOYFMV$9,861,348CorporateBondsEOYFMVAmt
Other Assets BOY$3,620OtherAssetsBOYAmt
Other Assets EOY$1,947OtherAssetsEOYAmt
Other Assets EOYFMV$1,947OtherAssetsEOYFMVAmt
Total Assets BOY$9,324,529TotalAssetsBOYAmt
Total Assets EOY$10,383,461TotalAssetsEOYAmt
Total Assets EOYFMV$10,383,461TotalAssetsEOYFMVAmt
Accounts Payable BOY$43,750AccountsPayableBOYAmt
Accounts Payable EOY$47,666AccountsPayableEOYAmt
Total Liabilities BOY$43,750TotalLiabilitiesBOYAmt
Total Liabilities EOY$47,666TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$9,280,779NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$10,335,795NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$9,280,779TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$10,335,795TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$9,324,529TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$10,383,461TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$9,280,779TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$403,603ExcessRevenueOverExpensesAmt
Other Increases$651,413OtherIncreasesAmt
Subtotal$10,335,795SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$10,335,795TotNetAstOrFundBalancesEOYAmt

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$1,284,475GrossSalesPriceAmt
Cost Or Other Basis$889,184CostOrOtherBasisAmt
Gain Or Loss$395,291GainOrLossAmt
Gains Minus Excess Or Losses$395,291GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$395,291CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$7,777InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$7,777SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$7,777TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,288EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$8,500ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$11,788TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$18EsPenaltyAmt
Overpayment$3,993OverpaymentAmt
Applied To ES Tax$3,993AppliedToESTaxAmt
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 (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
LUCIE H VOVES
226 MAIN STREETDANBURYCT06810DIRECTOR1.00$0$0$0
IRENE DZIECIASZEK
226 MAIN STREETDANBURYCT06810SECRETARY/DIRECTOR1.00$0$0$0
PAUL H BRUCE
226 MAIN STREETDANBURYCT06810TREASURER/DIRECTOR1.00$0$0$0
CYNTHIA C MERKLE
226 MAIN STREETDANBURYCT06810PRESIDENT/CHAIR1.00$0$0$0
SUSAN CERTOMA
226 MAIN STREETDANBURYCT06810DIRECTOR1.00$0$0$0
JOHN BRIGHENTI
226 MAIN STREETDANBURYCT06810DIRECTOR1.00$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$9,492,797AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$261,385AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$77,784FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$9,831,966TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$9,831,966AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$147,479CashDeemedCharitableAmt
Net Vl Noncharitable Assets$9,684,487NetVlNoncharitableAssetsAmt
Minimum Investment Return$484,224MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$484,224MinimumInvestmentReturnAmt
Tax Based On Investment Income$7,777TaxBasedOnInvestmentIncomeAmt
Total Tax$7,777TotalTaxAmt
Distributable Before Adj$476,447DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$476,447DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$476,447DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$442,267ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$442,267QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$476,447DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$14,693ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr3$41,614ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov$56,307TotalExcessDistributionCyovAmt
Qualifying Distributions$442,267QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$442,267AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$34,180ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$34,180ExcessDistributionCyovAppCYAmt
Total Corpus$22,127TotalCorpusAmt
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$22,127ExcessDistriCyovToNextYrAmt
Excess From Year3$22,127ExcessFromYear3Amt

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 (47 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
2020 DONATIONS PLEGED ACCRUAL REVERSAL
226 MAIN STREETDANBURYCT06810NOT RELATEDPCEXEMPT PURPOSES-$20,000
ABILITY BEYOND
4 BERKSHIRE ROADBETHELCT06801NOT RELATEDPCEXEMPT PURPOSES$10,000
AFTER SCHOOL ARTS PROGRAM
PO BOX 8WASHINGTON DEPOTCT06794NOT RELATEDPCEXEMPT PURPOSES$10,000
AMERICARES FREE CLINICS
88 HAMILTON AVENUESTAMFORDCT06902NOT RELATEDPCEXEMPT PURPOSES$10,000
ANN'S PLACE
80 SAW MILL ROADDANBURYCT06811NOT RELATEDPCEXEMPT PURPOSES$25,000
APEX COMMUNITY CARE
30 WEST STREETDANBURYCT06810NOT RELATEDPCEXEMPT PURPOSES$14,000
BOYS & GIRLS CLUB OF RIDGEFIELD
41 GOVERNOR STREETRIDGEFIELDCT06877NOT RELATEDPCEXEMPT PURPOSES$16,667
BRAVE ENOUGH TO FAIL INC
32 ASPETUCK VILLAGENEW MILLFORDCT06776NOT RELATEDPCEXEMPT PURPOSES$5,000
CATHOLIC CHARITIES OF DANBURY
405 MAIN STREETDANBURYCT06810NOT RELATEDPCEXEMPT PURPOSES$5,000
CHILDREN'S CENTER OF NEW MILFORD
11 A ASPETUCK AVENEW MILFORDCT06776NOT RELATEDPCEXEMPT PURPOSES$5,000
CLARK UNIVERSITY
950 MAIN STREETWORCESTERMA01610NOT RELATEDPCEXEMPT PURPOSES$2,500
COMMUNITY ACTION AGENCY DANBURY CT
78 TRIANGLE STDANBURYCT06810NOT RELATEDPCEXEMPT PURPOSES$5,000
COMMUNITY CULINARY SCHOOL OF NORTHWESTERN CONNECTICUT
40 MAIN STREETNEW MILFORDCT06776NOT RELATEDPCEXEMPT PURPOSES$10,000
CONNECTICUT JUNIOR REPUBLIC
550 GOSHEN ROAD - PO BOX 161LITCHFIELDCT06759NOT RELATEDPCEXEMPT PURPOSES$10,000
DANBURY ANIMAL WELFARE SOCIETY
147 GRASSY PLAIN STREETBETHELCT06801NOT RELATEDPCEXEMPT PURPOSES$9,000
DANBURY GRASSROOTS ACADEMY
196 MAIN STREETDANBURYCT06810NOT RELATEDPCEXEMPT PURPOSES$14,000
DANBURY POLICE ACTIVITIES LEAGUE
35 HAYESTOWN ROADDANBURYCT06811NOT RELATEDPCEXEMPT PURPOSES$15,000
DANBURY WESTERNERS
PO BOX 3828DANBURYCT06813NOT RELATEDPCEXEMPT PURPOSES$1,500
DANBURY YOUTH SERVICES
91 WEST STREETDANBURYCT06810NOT RELATEDPCEXEMPT PURPOSES$10,000
EASTERN CONNECTICUT STATE UNIVERSITY
83 WINDHAM STREETWILLIMANTICCT06266NOT RELATEDPCEXEMPT PURPOSES$2,500
FAMILIES NETWORK OF WESTERN CONNECTICUT
5 LIBRARY PLACEDANBURYCT06810NOT RELATEDPCEXEMPT PURPOSES$15,000
FIVE POINT CENTER FOR ARTS
33 MAIN STTORRINGTONCT06790NOT RELATEDPCEXEMPT PURPOSES$5,000
HOUSATONIC HABITAT FOR HUMANITY
51 AUSTIN STREETDANBURYCT06810NOT RELATEDPCEXEMPT PURPOSES$5,000
JANE DOE NO MORE
203 CHURCH STREET NO REARNAUGATUCKCT06770NOT RELATEDPCEXEMPT PURPOSES$5,000
JUNIOR ACHIEVEMENT OF GREATER FAIRFIELD COUNTY
835 MAIN STREETBRIDGEPORTCT06604NOT RELATEDPCEXEMPT PURPOSES$15,000
LATINO SCHOLARSHIP FUND
PO BOX 3355DANBURYCT06810NOT RELATEDPCEXEMPT PURPOSES$2,500
LEBANON AMERICAN CLUB SCHOLARSHIP
22 WEST STDANBURYCT06814NOT RELATEDPCEXEMPT PURPOSES$500
LITERACY VOLUNTEERS ON THE GREEN
7 WHITTLESEY AVE - PO BOX 366NEW MILFORDCT06776NOT RELATEDPCEXEMPT PURPOSES$10,000
LVA SCHOOL
248 MAIN STREETDANBURYCT06810NOT RELATEDPCEXEMPT PURPOSES$5,000
MCCALL CENTER FOR BEHAVIORAL HEALTH
58 HIGH STREETTORRINGTONCT06790NOT RELATEDPCEXEMPT PURPOSES$2,500
MISHKAN ISRAEL DAY CAMP
785 RIDGE RDHAMDENCT06517NOT RELATEDPCEXEMPT PURPOSES$1,400
NEWTOWN YOUTH AND FAMILY SERVICES
15 BERKSHIRE ROADSANDY HOOKCT06482NOT RELATEDPCEXEMPT PURPOSES$12,000
NORTHWESTERN CONNECTICUT YMCA
259 PROSPECT STREETTORRINGTONCT06790NOT RELATEDPCEXEMPT PURPOSES$13,000
OLD TIMERS ATHLETIC ASSOCIATION OF GREATER DANBURY INC
PO BOX 1113DANBURYCT06813NOT RELATEDPCEXEMPT PURPOSES$2,000
OLIVER WOLCOTT LIBRARY
160 SOUTH STREETLITCHFIELDCT06759NOT RELATEDPCEXEMPT PURPOSES$5,000
PRATT NATURE CENTER
163 PAPER MILL ROADNEW MILFORDCT06776NOT RELATEDPCEXEMPT PURPOSES$12,000
REGIONAL YMCA OF WESTERN CT
2 HUCKLEBERRY HILL ROADBROOKFIELDCT06804NOT RELATEDPCEXEMPT PURPOSES$58,500
SUSAN B ANTHONY PROJECT
179 WATER STREETTORRINGTONCT06790NOT RELATEDPCEXEMPT PURPOSES$15,000
THE ARC OF THE FARMINGTON VALLEY
225 COMMERCE DRIVECANTONCT06019NOT RELATEDPCEXEMPT PURPOSES$7,500
THE EXCHANGE CLUB OF WOLCOTT
PO BOX 6072WOLCOTTCT06716NOT RELATEDPCEXEMPT PURPOSES$1,000
THE INSTITUTE FOR AMERICAN INDIAN STUDIES
38 CURTIS RDWASHINGTONCT06793NOT RELATEDPCEXEMPT PURPOSES$2,500
THE NEWTOWN SCHOLARSHIP ASSOCIATION
PO BOX 302NEWTOWNCT06470NOT RELATEDPCEXEMPT PURPOSES$1,000
THE RIDGEFIELD PLAYHOUSE
80 EAST RIDGERIDGEFIELDCT06877NOT RELATEDPCEXEMPT PURPOSES$5,000
VILLAGE CENTER FOR THE ARTS
12 MAIN STREETNEW MILFORDCT06776NOT RELATEDPCEXEMPT PURPOSES$10,000
WCHN HOSPITAL LYME DISEASE CENTER
24 HOSPITAL AVEDANBURYCT06810NOT RELATEDPCEXEMPT PURPOSES$23,750
WOMEN'S BUSINESS DEVELOPMENT COUNCIL
184 BEDFORD STREET 201STAMFORDCT06901NOT RELATEDPCEXEMPT PURPOSES$25,000
WOMEN'S CENTER OF GREATER DANBURY
2 WEST STREETDANBURYCT06810NOT RELATEDPCEXEMPT PURPOSES$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$430,317TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BOYS & GIRLS CLUB OF RIDGEFIELD
41 GOVERNOR STREETRIDGEFIELDCT06877NOT RELATEDPCEXEMPT PURPOSES$16,666
DANBURY ANIMAL WELFARE SOCIETY
147 GRASSY PLAIN STREETBETHELCT06801NOT RELATEDPCEXEMPT PURPOSES$16,000
FIVE POINT CENTER FOR ARTS
33 MAIN STTORRINGTONCT06790NOT RELATEDPCEXEMPT PURPOSES$15,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$47,666TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$164,212ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$395,291ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$559,503ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$559,503TotalIncomeProducingActyAmt

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$311,950TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
AUDIT FEE$8,900$0$8,900
TAX PREPARATION FEE$3,000$0$3,000

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
MUTUAL FUNDS$9,657,445$9,657,445
CORPORATE DEBT SECURITIES$203,903$203,903

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$77,085USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$77,085USGovtObligationsEOYFMVAmt
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$3,620BOYBookValueAmt
EOY Book Value$1,947EOYBookValueAmt
EOYFMV$1,947EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescCT FILING FEEDesc
Revenue And Expenses Per Books$50RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$50DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN/(LOSS) ON INVESTMENTSDesc
Amt$651,413Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXESCategoryTxt
Amt$2,500Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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