FARMINGTON BANK COMMUNITY FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- FARMINGTON BANK COMMUNITY FOUNDATION INC (EIN 45-2599017)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-04-05
- IRS object ID
- 202220959349101322
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-04-05T16:27:27-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221478099 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 CHURCH STREET 12TH FLOOR | AddressLine1Txt |
| City | HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 452599017 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FARMINGTON BANK COMMUNITY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FARM | BusinessNameControlTxt |
| Phone | 8608106506 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 151 NEW PARK AVENUE | AddressLine1Txt |
| City | HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06106 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTINE TRACZYK | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 8608106506 | PhoneNum |
| Signature | 2022-03-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CHRISTINE | PersonFirstNm |
| Person Last | TRACZYK | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LORI ROTHE YOKOBOSKY CPA | PreparerPersonNm |
| PTIN | P01273422 | PTIN |
| Phone | 9592007000 | PhoneNum |
| Preparation | 2022-03-25 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $18,410,391 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $45 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $45 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $484,535 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $484,535 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,506,697 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $12,108,534 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,506,697 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $5,991,277 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,991,277 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $147,869 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $147,869 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $27,281 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $13,641 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $13,640 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $41,624 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $33,814 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $7,810 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $83,041 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $8,130 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $8,130 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,009 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,009 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $30,522 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $30,522 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $339,476 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $47,455 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $208,980 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $544,399 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $544,399 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $883,875 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $47,455 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $753,379 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,107,402 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,943,822 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $13,759 | CashBOYAmt |
| Cash EOY | $7,971 | CashEOYAmt |
| Cash EOYFMV | $7,971 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $121,609 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $92,951 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $92,951 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $14,811,837 | CorporateStockBOYAmt |
| Corporate Stock EOY | $14,740,529 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $14,740,529 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,554,940 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,554,940 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $14,826 | OtherAssetsBOYAmt |
| Other Assets EOY | $14,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $14,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $14,962,031 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,410,391 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $18,410,391 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,054 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,912 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $14,250 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $17,279 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $15,304 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $19,191 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $14,946,727 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $18,391,200 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,946,727 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $18,391,200 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,962,031 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $18,410,391 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,946,727 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,107,402 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $20,054,129 | SubtotalAmt |
| Other Decreases | $1,662,929 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $18,391,200 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SCHWAB PUBLICLY TRADED SECURITIES | P | $11,980,552 | $6,601,837 | $5,378,715 | $5,378,715 |
| CAPITAL GAINS DIVIDENDS | P | $127,982 | $127,982 | $127,982 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,506,697 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $82,619 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $82,619 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $82,619 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $66,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $66,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $16,619 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | CHRISTINE TRACZYK | IndividualWithBooksNm |
| Phone | 8608106506 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 151 NEW PARK AVENUE | AddressLine1Txt |
| City | HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (13 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ANDREAS KAPETANOPOULOS | ||||||||
| 151 NEW PARK AVENUE | HARTFORD | CT | 06106 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CATHERINE M BURNS | ||||||||
| 151 NEW PARK AVENUE | HARTFORD | CT | 06106 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| GERALD L TERWILLIGER | ||||||||
| 151 NEW PARK AVENUE | HARTFORD | CT | 06106 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JAMES HEALEY JR | ||||||||
| 151 NEW PARK AVENUE | HARTFORD | CT | 06106 | CHAIRMAN/PRESIDENT | 1.00 | $0 | $0 | $0 |
| JOHN GREEN | ||||||||
| 151 NEW PARK AVENUE | HARTFORD | CT | 06106 | SECRETARY | 1.00 | $0 | $0 | $0 |
| JOHN J CARSON | ||||||||
| 151 NEW PARK AVENUE | HARTFORD | CT | 06106 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KENNETH F BURNS | ||||||||
| 151 NEW PARK AVENUE | HARTFORD | CT | 06106 | VICE-CHAIR | 1.00 | $0 | $0 | $0 |
| KEVIN RAY | ||||||||
| 151 NEW PARK AVENUE | HARTFORD | CT | 06106 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MICHAEL A ZIEBKA | ||||||||
| 151 NEW PARK AVENUE | HARTFORD | CT | 06106 | DIRECTOR (OUTGOING) | 1.00 | $0 | $0 | $0 |
| MICHAEL T SCHWEIGHOFFER | ||||||||
| 151 NEW PARK AVENUE | HARTFORD | CT | 06106 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| PATIENCE P MCDOWELL | ||||||||
| 151 NEW PARK AVENUE | HARTFORD | CT | 06106 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| RONALD BUCCHI | ||||||||
| 151 NEW PARK AVENUE | HARTFORD | CT | 06106 | TREASURER | 1.00 | $0 | $0 | $0 |
| CHRISTINE TRACZYK | ||||||||
| 151 NEW PARK AVENUE | HARTFORD | CT | 06106 | EXECUTIVE DIRECTOR | 37.50 | $147,869 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $17,481,251 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $19,775 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $14,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,515,026 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $17,515,026 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $262,725 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,252,301 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $862,615 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $862,615 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $82,619 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $82,619 | TotalTaxAmt |
| Distributable Before Adj | $779,996 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $779,996 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $779,996 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $753,379 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $753,379 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $779,996 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $180,173 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $753,379 | QualifyingDistributionsAmt |
| Applied To Year1 | $180,173 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $573,206 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $206,790 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CHRISTINE TRACZYK | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 151 NEW PARK AVENUE | AddressLine1Txt |
| City | HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8608106506 | RecipientPhoneNum |
| Form And Info And Materials | ALL APPLICANTS SHOULD USE THE "GRANT APPLICATION GRANT REQUEST" FORM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | ALL GRANTS ARE MADE SUBJECT TO THE FOUNDATION'S GRANTMAKING GUIDELINES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (107 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN NATIONAL RED CROSS | ||||||
| 209 FARMINGTON AVENUE | FARMINGTON | CT | 06032 | PC | DISASTER SERVICES CYCLE DURING THE PANDEMIC | $3,000 |
| AMERICAN SCHOOL FOR THE DEAF | ||||||
| 139 NORTH MAIN ST | WEST HARTFORD | CT | 06107 | PC | TRANSITION SERVICES VOCATIONAL EDUCATION PROGRAMMING | $5,500 |
| AURORA FOUNDATION FOR WOMEN & GIRLS | ||||||
| 1678 ASYLUM AVE UNIT | WEST HARTFORD | CT | 61117 | PC | RENEWAL OF MATCHING GRANT- YWCA HTFD | $5,156 |
| AVON OLD FARMS SCHOOL | ||||||
| 500 OLD FARMS ROAD | AVON | CT | 06001 | PC | 2021 MATCHING GRANT | $400 |
| BOYS & GIRLS CLUB OF NEW BRITAIN INC | ||||||
| 150 WASHINGTON ST | NEW BRITAIN | CT | 06051 | PC | TRANSITION GRANT | $2,500 |
| BREAD FOR LIFE INC | ||||||
| 133 MAIN STREET | SOUTHINGTON | CT | 06489 | PC | RANDOM ACT OF BENEVOLENCE | $2,000 |
| BRIAN'S ANGELS HOMELESS OUTREACH | ||||||
| 99 SUMMER ST | BRISTOL | CT | 06010 | PC | BASIC NEEDS | $2,000 |
| BRISTOL ADULT RESOURCE CENTER INC | ||||||
| 195 MALTBY STREET | BRISTOL | CT | 06011 | PC | TRANSITION GRANT | $4,000 |
| BRISTOL BOYS & GIRLS CLUB ASSOCIATION | ||||||
| 255 WEST STREET | BRISTOL | CT | 06010 | PC | TRANSITION GRANT | $3,000 |
| CAREER RESOURCES INC | ||||||
| 350 FAIRFIELD AVE | BRIDGEPORT | CT | 06604 | PC | STRIVE HARTFORD | $5,000 |
| CATHOLIC CHARITIES INC - ARCHDIOCESE OF HARTFORD | ||||||
| 839 ASYLUM AVE | HARTFORD | CT | 06105 | PC | ECONOMIC DEVELOPMENT AND ENTREPRENEURIALSHIP | $10,000 |
| CENTER FOR CHILDREN'S ADVOCACY | ||||||
| 65 ELIZABETH ST | HARTFORD | CT | 06105 | PC | MEDICAL LEGAL PARTNERSHIP PROJECT | $5,000 |
| CHARTER OAK STATE COLLEGE FOUNDATION INC | ||||||
| 55 PAUL MANAFORT DRIVE | NEW BRITAIN | CT | 06053 | PC | INTENT ON IMPROVING TOMORROW FOR PARENTS | $2,500 |
| CHILDREN IN PLACEMENT | ||||||
| 155 EAST ST SUITE 202 | NEW HAVEN | CT | 06511 | PC | YOUTH SPONSORS | $5,000 |
| CHILDREN'S LAW CENTER OF CONNECTICUT INC | ||||||
| 30 ARBOR STREET | HARTFORD | CT | 06106 | PC | TRANSITION GRANT | $2,500 |
| CHRYSALIS CENTER INC | ||||||
| 255 HOMESTEAD AVE | HARTFORD | CT | 06112 | PC | COMMUNITY SUPPORTIVE HOUSING | $7,500 |
| COMMUNITY FDN OF GREATER NEW BRITAIN | ||||||
| 74A VINE ST | NEW BRITAIN | CT | 060521409 | PC | ADVERTISING AGREEMENT | $175 |
| CONNECTICUT COALITION TO END HOMELESSNES | ||||||
| 257 LAWRENCE ST | HARTFORD | CT | 06106 | PC | MY TOWN CARES: ENDING HOMELESSNESS THROUGH MUNICIPAL PARTNERSHIPS | $5,000 |
| CONNECTICUT COUNCIL FOR PHILANTHROPY INC | ||||||
| 75 CHARTER OAK AVE SUITE 1-205 | HARTFORD | CT | 06106 | PC | GENERAL SUPPORT | $1,000 |
| CONNECTICUT MAIN STREET CENTER | ||||||
| C/O EVERSOURCE | HARTFORD | CT | 06141 | PC | TRANSITION GRANT | $3,750 |
| CONNECTICUT STORYTELLING CENTER INC | ||||||
| 270 MOHEGAN AVE | NEW LONDON | CT | 06320 | PC | TRANSITION GRANT | $3,750 |
| COVENANT TO CARE FOR CHILDREN INC | ||||||
| 1477 PARK STREET | HARTFORD | CT | 06106 | PC | BASIC ESSENTIAL GOODS | $5,000 |
| CRISIS PREGNANCY CENTER INC | ||||||
| 30 MILL STREET | UNIONVILLE | CT | 060851000 | PC | EMPLOYEE/BOARD MATCH DONATION | $1,000 |
| CT HUMANE SOCIETY | ||||||
| 701 RUSELL ROAD | NEWINGTON | CT | 06111 | PC | EMPLOYEE/BOARD MATCH DONATION | $50 |
| CT MAIN ST FOUNDATION - MEN & BOYS | ||||||
| 120 HALCYON DR | BRISTOL | CT | 06010 | PC | EMPLOYEE/BOARD MATCH DONATION | $50 |
| CT STUDENTS FOR A DREAM | ||||||
| 1201 16TH ST NW SUITE 714 | WASHINGTON | DC | 20036 | PC | HUSKY 4 IMMIGRANTS CAMPAIGN | $5,000 |
| CT WOMEN'S EDUCATION & LEGAL FUND | ||||||
| 75 CHARTER OAK AVE | HARTFORD | CT | 06106 | PC | TRANSITION GRANT | $1,750 |
| DIAPER BANK OF CONNECTICUT | ||||||
| 370 STATE ST | NORTH HAVEN | CT | 06473 | PC | DIAPER DISTRIBUTION NETWORK SUPPORT | $12,500 |
| END HUNGER CONNECTICUT INC | ||||||
| 65 HUNGERFORD ST | HARTFORD | CT | 06106 | PC | SNAP OUTREACH | $8,500 |
| ENTREPRENEURIAL CENTER & WOMEN'S BUSINESS | ||||||
| 222 PITKIN STREET | EAST HARTFORD | CT | 06108 | PC | WOMEN'S BUSINESS ROUNDTABLE | $10,000 |
| FAMILY LIFE EDUCATION INC | ||||||
| 57 CHARTER OAK AVE SUITE A | HARTFORD | CT | 06106 | PC | MITIGATING FOOD INSECURITY AND BASIC NEEDS | $2,500 |
| FARMINGTON COMMUNITY CHEST | ||||||
| PO BOX 60 | FARMINGTON | CT | 06043 | PC | FARMINGTON CARES DAY | $8,000 |
| FIDELCO GUIDE DOG FOUNDATION | ||||||
| 103 VISION WAY | BLOOMFIELD | CT | 06002 | PC | TRANSITION GRANT | $1,500 |
| FOODSHARE INC | ||||||
| 450 WOODLAND AVE | BLOOMFIELD | CT | 060021342 | PC | MOBILE FOOD DISTRIBUTION IN HARTFORD COUNTY, CT | $13,500 |
| FORGE CITY WORKS INC | ||||||
| 227 LAWRENCE ST | HARTFORD | CT | 06106 | PC | CULINARY JOB TRAINING AT THE KITCHEN | $10,104 |
| FOUNDATION FOR WEST HARTFORD SCHOOLS | ||||||
| 50 S MAIN ST 420 | WEST HARTFORD | CT | 06107 | PC | EMPLOYEE/BOARD MATCH DONATION | $250 |
| FRESH START PALLET PRODUCTS INC | ||||||
| 20-28 SARGEANT ST | HARTFORD | CT | 06105 | PC | FRESH START ACADEMY | $5,000 |
| FRIENDSHIP SERVICE CENTER INC | ||||||
| PO BOX 1896 | NEW BRITAIN | CT | 060501896 | PC | KITCHEN/EMERGENCY SHELTER | $12,600 |
| GENERAL FEDERATION OF WOMEN'S CLUBS NEWINGTONWETHERSFIELD | ||||||
| P O BOX 310046 | NEWINGTON | CT | 06131 | PC | WEEKEND FOOD SUPPLEMENT PROGRAM | $6,500 |
| GIFTS OF LOVE | ||||||
| 34 EAST MAIN STREET | AVON | CT | 06001 | PC | PROVIDING BASIC NEEDS IN A COVID AND POST COVID ENVIRONMENT | $10,000 |
| GOODWIN UNIVERSITY INC | ||||||
| 1 RIVERSIDE DR | EAST HARTFORD | CT | 06118 | PC | GOODWIN BOOKKEEPING CLERK PROGRAM | $2,500 |
| GREATER HARTFORD ARTS COUNCIL | ||||||
| 100 PEARL ST | HARTFORD | CT | 06103 | PC | TRANSITION GRANT | $1,500 |
| GREATER NEW BRITAIN TEEN PREGNANCY PREVENTION INC | ||||||
| 43 VIETS ST | NEW BRITAIN | CT | 06053 | PC | CAREER READINESS | $10,000 |
| HANDS ON HARTFORD | ||||||
| 55 BARTHOLOMEW AVENUE | HARTFORD | CT | 06106 | PC | HOH SHARED KITCHEN | $10,000 |
| HARTFORD FOOD SYSTEM INC | ||||||
| 1 CONGRESS STREET | HARTFORD | CT | 06114 | PC | HARTFORD MOBILE MARKET | $6,500 |
| HARTFORD HEALTHCARE DEPT OF PHILANTHROPY | ||||||
| 80 SEYMOUR ST | HARTFORD | CT | 06106 | PC | HARTFORD HEALTHCARE NEIGHBORHOOD HEALTH | $7,500 |
| HARTFORD INTERVAL HOUSE INC | ||||||
| PO BOX 340207 | HARTFORD | CO | 061340207 | PC | VICTIM TO SURVIVOR: TRANSFORMATIONS AT INTERVAL HOUSE | $12,600 |
| HARTFORD PROMISE INC | ||||||
| 750 MAIN STREET | HARTFORD | CT | 06103 | PC | HARTFORD PROMISE INTEGRATED COLLEGE SUCCESS MODEL | $7,500 |
| HARTFORD YOUTH SCHOLARS | ||||||
| 129 ALLEN PLACE | HARTFORD | CT | 06106 | PC | DEVELOPING HARTFORD'S FUTURE LEADERS | $10,000 |
| HARTFORD YWCA | ||||||
| 135 BROAD ST | HARTFORD | CT | 06105 | PC | EMPLOYEE/BOARD MATCH DONATION | $257 |
| HARTFORD'S CAMP COURANT | ||||||
| 285 BROAD ST | HARTFORD | CT | 06115 | PC | SUMMER CAMP | $5,000 |
| HEALING MEALS FOUNDATION CORPORATION | ||||||
| PO BOX 501 | SIMSBURY | CT | 06070 | PC | HEALTHY MEALS, HEALTHY LIFE | $5,000 |
| HEDCO INC | ||||||
| 207 MAIN STREET | HARTFORD | CT | 06106 | PC | CAPACITY BUILDING FOR KEY ADMINISTRATIVE LEADER | $10,000 |
| HILL-STEAD MUSEUM | ||||||
| 35 MOUNTAIN ROAD | FARMINGTON | CT | 06032 | PC | TRANSITION GRANT | $2,500 |
| HORACE BUSHNELL MEMORIAL HALL CORPORATION | ||||||
| 166 CAPITOL AVENUE | HARTFORD | CT | 06106 | PC | TRANSITION GRANT | $2,500 |
| HOSPITAL OF CENTRAL CT | ||||||
| 100 GRAND ST | NEW BRITAIN | CT | 06050 | PC | THE HOSPITAL OF CENTRAL CONNECTICUT BREAST CANCER EARLY DETECTION PROGRAM | $7,500 |
| HUMAN RESOURCES AGENCY OF NEW BRITAIN IN | ||||||
| 180 CLINTON ST | NEW BRITAIN | CT | 06053 | PC | EARLY CHILDHOOD CAREER PATH FOR PARENTS OF YOUNG CHILDREN | $8,000 |
| INTERNATIONAL HARTFORD | ||||||
| 151 NEW PARK AVE SUITE 5A | HARTFORD | CT | 06106 | PC | MINORITY ENTREPRENEURSHIP | $5,000 |
| JOURNEY HOME INC | ||||||
| 241 MAIN STREET 5TH FLOOR | HARTFORD | CT | 06109 | PC | GREATER HARTFORD AND CENTRAL COORDINATED ACCESS NETWORK | $10,000 |
| KLINGBERG FAMILY CENTERS INC | ||||||
| 370 LINWOOD ST | NEW BRITAIN | CT | 06052 | PC | CHILD & ADOLESCENT TRAUMA SERVICES (CATS) | $5,000 |
| KNOX INC | ||||||
| 75 LAUREL ST | HARTFORD | CT | 06106 | PC | GREEN JOBS APPRENTICESHIPS | $5,000 |
| LITERACY VOLUNTEERS OF CENTRAL CONNECTICUT | ||||||
| 20 HIGH STREET | NEW BRITAIN | CT | 06051 | PC | WORKFORCE DEVELOPMENT AND EDUCATION. | $5,000 |
| LITERACY VOLUNTEERS OF GREATER HARTFORD | ||||||
| 30 ARBOR ST SUITE 101 SOUTH | HARTFORD | CT | 06106 | PC | ADULT LITERACY AND JOB TRAINING | $10,102 |
| LOCAL INITIATIVES SUPPORT CORPORATION | ||||||
| 75 CHARTER OAK AVE SUITE 2-250 | HARTFORD | CT | 061061430 | PC | LISC CONNECTICUT | $10,000 |
| MALTA HOUSE OF CARE | ||||||
| 19 WOODLAND ST | HARTFORD | CT | 06105 | PC | ACCESS TO PRIMARY CARE FOR UNISURED ADULTS IN GREATER HARTFORD | $12,500 |
| MARK TWAIN HOUSE | ||||||
| 385 FARMINGTON AVE | HARTFORD | CT | 06105 | PC | EMPLOYEE/BOARD MATCH DONATION | $250 |
| MERCY HOUSING AND SHELTER CORP | ||||||
| 211 MAIN STREET | HARTFORD | CT | 06106 | PC | ST. ELIZABETH HOUSE | $6,000 |
| MIRACLE LEAGUE OF CT | ||||||
| 47 UPSON ST | BRISTOL | CT | 06010 | PC | EMPLOYEE/BOARD MATCH DONATION | $100 |
| MOUNT HOLYOKE COLLEGE | ||||||
| 50 COLLEGE STREET | SOUTH HADLEY | MA | 01075 | PC | SCHOLARSHIP | $1,000 |
| NEIGHBORHOOD HOUSING SERVICES OF NB | ||||||
| 223 BROAD STREET | NEW BRITAIN | CT | 06053 | PC | NEIGHBORHOOD CHANGE BUILDERS SMALL HOUSING REPAIRS PROJECT IN NORTH OAK AREA OF NB | $5,000 |
| NEW BRITAIN INSTITUTE- NEW BRITAIN YOUTH MUSEUM | ||||||
| 30S HIGH ST | NEW BRITAIN | CT | 06051 | PC | TRANSITION GRANT | $2,000 |
| NEW HORIZONS INC | ||||||
| 37 BLISS MEMORIAL RD | UNIONVILLE | CT | 06085 | PC | WHEELCHAIR ACCESSIBLE VEHICLE - SUNSHINE WHEELS | $10,000 |
| NUTMEG BIG BROTHERS BIG SISTERS | ||||||
| 30 LAUREL STREET 3RD FLOOR | HARTFORD | CT | 06106 | PC | TRANSITION GRANT | $1,500 |
| OPERATION FUEL INC | ||||||
| 75 CHARTER OAK AVE | HARTFORD | CT | 06106 | PC | EMERGENCY ENERGY ASSISTANCE | $7,500 |
| OPPORTUNITIES INDUSTRIALIZATION CENTER | ||||||
| 114 NORTH STREET | NEW BRITAIN | CT | 06051 | PC | RANDOM ACT | $2,000 |
| OUR PIECE OF THE PIE | ||||||
| 20 SARGEANT ST | HARTFORD | CT | 06105 | PC | EMPOWERING YOUTH FOR A LIFETIME OF SUCCESS | $7,500 |
| PERRY LEVY FUND FOR GASTROINTESTINAL RESEARCH | ||||||
| C/O COLEMAN LEVY 22 AVONDALE ROAD | WEST HARTFORD | CT | 06117 | PC | EMPLOYEE/BOARD MATCH DONATION | $200 |
| PETIT FAMILY FOUNDATION | ||||||
| PO BOX 310 | PLAINVILLE | CT | 060620310 | PC | EMPLOYEE/BOARD MATCH DONATION | $1,000 |
| PHILOPTOCHOS | ||||||
| 126 E 37ST ST | NEW YORK | NY | 10016 | PC | MEMORIAL GIFT | $250 |
| PLAINVILLE COMMUNITY FOOD PANTRY INC | ||||||
| 54 SOUTH CANAL ST | PLAINVILLE | CT | 06062 | PC | PLAINVILLE COMMUNITY FOOD PANTRY INTERVENTION, OUTREACH AND REFERRAL PROGRAM | $5,000 |
| PLAYHOUSE N PARK | ||||||
| 244 PARK ROAD | WEST HARTFORD | CT | 06119 | PC | EMPLOYEE/BOARD MATCH DONATION | $50 |
| PRUDENCE CRANDALL CENTER | ||||||
| 594 BURRITT STREET | NEW BRITAIN | CT | 06050 | PC | CHILDREN'S INTERVENTION AND PREVENTION SERVICES | $12,500 |
| REAL ART WAYS | ||||||
| 50 ARBOR ST | HARTFORD | CT | 06106 | PC | TRANSITION GRANT | $2,500 |
| REBUILDING TOGETHER HARTFORD INC | ||||||
| PO BOX 230295 | HARTFORD | CT | 061230295 | PC | HOMEOWNER RETENTION FOR LOW-INCOME HARTFORD RESIDENTS | $6,000 |
| REBUILDING TOGETHER NEW BRITAIN | ||||||
| 200 MYRTLE STREET 2ND FLOOR | NEW BRITAIN | CT | 06053 | PC | HOME IMPROVEMENT PROGRAMS | $6,000 |
| SAINT FRANCIS FOUNDATION | ||||||
| 900 HYDE ST 1208 | SAN FRANCISCO | CA | 94109 | PC | EMPLOYEE/BOARD MATCH DONATION | $750 |
| SENIOR TRANSPORTATION SERVICES INC | ||||||
| 830 CORBIN AVE | NEW BRITAIN | CT | 06052 | PC | VOLUNTEER RECRUITMENT AND MILEAGE REIMBURSEMENT | $5,000 |
| SERVICES FOR THE ELDERLY FARMINGTON | ||||||
| 321 NEW BRITAIN AVE | UNIONVILLE | CT | 06805 | PC | SERVICES FOR THE ELDERLY OF FARMINGTON'S COMMUNITY PROGRAMS | $5,000 |
| SHEPARD MEADOWS THERAPEUTIC | ||||||
| 733 HILL ST | BRISTOL | CT | 06010 | PC | EQUINE-ASSISTED SERVICES, THERAPEUTIC HORSEMANSHIP FOR VICTIMS OF VIOLENCE AND SEXUAL ASSAULT | $4,200 |
| SOCIAL ENTERPRISE TRUST INC | ||||||
| 1429 PARK STREET SUITE 114 | HARTFORD | CT | 06106 | PC | FOOD INCUBATOR | $12,500 |
| SOUTH PARK INN INC | ||||||
| 75 MAIN STREET | HARTFORD | CT | 06106 | PC | ELECTRONIC HEALTH RECORDS (EHR) SYSTEM | $10,000 |
| TABERNACLE CHRISTIAN CHURCH INC | ||||||
| 1445 WEST ST | SOUTHINGTON | CT | 064891024 | PC | GIVING BACK FOOD PANTRY | $5,000 |
| THE BRIDGE FAMILY CENTER | ||||||
| 1022 FARMINGTON AVE | WEST HARTFORD | CT | 06107 | PC | STAR HOMES | $7,500 |
| THE FAMILY CENTER (DBA) IMAGINE NATION | ||||||
| 1 PLEASANT ST | BRISTOL | CT | 06010 | PC | TRANSITION GRANT | $1,500 |
| THE OPEN HEARTH ASSOCIATION | ||||||
| 150 CHARTER OAK AVENUE | HARTFORD | CT | 06106 | PC | THE WORKING MANS CENTER (WMC) | $10,105 |
| THE VILLAGE FOR FAMILIES & CHILDREN | ||||||
| 1680 ALBANY AVE | HARTFORD | CT | 06105 | PC | VITA (VOLUNTEER INCOME TAX ASSISTANCE) SUPPORT | $5,000 |
| TRINITY COLLEGE | ||||||
| 300 SUMMIT STREET | HARTFORD | CT | 06106 | PC | DREAM CAMP AT TRINITY COLLEGE | $5,000 |
| TUNXIS COMMUNITY COLLEGE FOUNDATION INC | ||||||
| 271 SCOTT SWAMP RD | FARMINGTON | CT | 060323324 | PC | LAUNCH YOUR LEADERSHIP JOURNEY | $5,000 |
| UNION COLLEGE | ||||||
| 807 UNION ST | SCHENECTADY | NY | 12308 | PC | EMPLOYEE/BOARD MATCH DONATION | $500 |
| UNITED WAY OF CENTRAL & NORTHEASTERN CT | ||||||
| 30 LAUREL ST | HARTFORD | CT | 061061374 | PC | COMMUNITY INVESTMENT-ECONOMIC MOBILITY | $6,000 |
| UNITED WAY OF WEST CENTRAL CONNECTICUT INC | ||||||
| 440 N MAIN ST | BRISTOL | CT | 06010 | PC | WALSH SUMMER WORK EXPERIENCE PROGRAM | $5,000 |
| UNIVERSITY OF ROCHESTER | ||||||
| BOX 278893 | ROCHESTER | NY | 146270000 | PC | SCHOLARSHIP | $1,000 |
| URBAN ALLIANCE | ||||||
| 62 VILLAGE STREET | EAST HARTFORD | CT | 06108 | PC | BEYOND THE BASICS | $5,000 |
| VETERANS EXPEDITIONS | ||||||
| PO BOX 476 | SALIDA | CO | 812010476 | PC | EMPLOYEE/BOARD MATCH DONATION | $500 |
| WETHERSFIELD HISTORICAL SOCIETY OF WETHERSFIELD CT | ||||||
| 150 MAIN STREET | WETHERSFIELD | CT | 06109 | PC | TRANSITION GRANT | $1,500 |
| WIDDY NEALE SCHOLARSHIP FUND | ||||||
| 35 COLD SPRING RD STE 212 | ROCKY HILL | CT | 060673162 | PC | EMPLOYEE/BOARD MATCH DONATION | $500 |
| YWCA NEW BRITAIN | ||||||
| 19 FRANKLIN SQUARE | NEW BRITAIN | CT | 06051 | PC | SCHOOL READINESS SUPPORT | $7,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $544,399 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $45 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $484,535 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,506,697 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,991,277 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,991,277 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING/AUDITING FEES | CategoryTxt |
| Amt | $27,281 | Amt |
| Net Investment Income | $13,641 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $13,640 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CHARLES SCHWAB BOND FUNDS | BondNm |
| EOY Book Value | $3,554,940 | EOYBookValueAmt |
| EOYFMV | $3,554,940 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CHARLES SCHWAB EQUITY FUNDS | StockNm |
| EOY Book Value | $14,740,529 | EOYBookValueAmt |
| EOYFMV | $14,740,529 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SECURITY DEPOSIT | $500 | $500 | $500 |
| PREPAID INSURANCE | $2,868 | $2,915 | $2,915 |
| PREPAID EXPENSES | $11,458 | $10,585 | $10,585 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS | Desc |
| Amt | $1,662,929 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ADMINISTRATIVE EXPENSES | $25,164 | $0 | $0 | $25,164 |
| POSTAGE AND SUPPLIES | $2,240 | $0 | $0 | $2,240 |
| INSURANCE | $3,118 | $0 | $0 | $3,118 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME TAXES PAYABLE | Desc |
| BOY Book Value | $14,250 | BOYBookValueAmt |
| EOY Book Value | $17,279 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OTHER PROFESSIONAL FEES | $7,810 | $0 | $0 | $7,810 |
| INVESTMENT MANAGEMENT FEES | $33,814 | $33,814 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INCOME TAXES | CategoryTxt |
| Amt | $83,041 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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