FURP.ORG / PUBLIC DATA EXPLORER

THE INNER-CITY FOUNDATION FOR CHARITY &: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
THE INNER-CITY FOUNDATION FOR CHARITY & (EIN 06-1318337)
Tax period
2021-07-01 to 2022-06-30
Filed
2022-11-15
IRS object ID
202233199349302658
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)
Return2022-11-15T07:34:28-06:00ReturnTs
Tax Period End2022-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN410746749PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLIFTONLARSONALLENBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line129 SOUTH MAIN STREET 4TH FLOORAddressLine1Txt
CityWEST HARTFORDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06107ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN061318337EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE INNER-CITY FOUNDATION FOR CHARITY &BusinessNameLine1Txt
Business Name Line2EDUCATION INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlINNEBusinessNameControlTxt
Phone2034161363PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1238 JEWETT AVENUEAddressLine1Txt
CityBRIDGEPORTCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06606ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRICHARD T STONEPersonNm
Person TitleADVISOR TO BOARD OF DIRECTORSPersonTitleTxt
Phone2034161363PhoneNum
Signature2022-11-02SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstRICHARDPersonFirstNm
Person LastSTONEPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARY KAY CURTISSPreparerPersonNm
PTINP01551484PTIN
Phone8605614000PhoneNum
Preparation2022-11-01PreparationDt

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 IRS990

FieldValueIRS element (for citing)
Principal OfficerRICHARD T STONEPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1238 JEWETT AVENUEAddressLine1Txt
CityBRIDGEPORTCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06606ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$39,051GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.INNERCITYFOUNDATION.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1991FormationYr
Legal Domicile StateCTLegalDomicileStateCd
Activity Or MissionTO PROVIDE FINANCIAL SUPPORT TO AGENCIES AND INSTITUTIONS WHOSE PROGRAMS SERVE AT-RISK CHILDREN AND FAMILIES IN FAIRFIELD COUNTY.ActivityOrMissionDesc
Contract TerminationYes (X)ContractTerminationInd
Voting Members Governing Body5VotingMembersGoverningBodyCnt
Voting Members Independent5VotingMembersIndependentCnt
Total Employee1TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$52,929PYContributionsGrantsAmt
CY Contributions Grants$38,621CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$1,425,643PYInvestmentIncomeAmt
CY Investment Income$0CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$430CYOtherRevenueAmt
PY Total Revenue$1,478,572PYTotalRevenueAmt
CY Total Revenue$39,051CYTotalRevenueAmt
PY Grants And Similar Paid$5,063,015PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$500,000CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$176,986PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$115,556CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$245,744PYOtherExpensesAmt
CY Other Expenses$152,233CYOtherExpensesAmt
PY Total Expenses$5,485,745PYTotalExpensesAmt
CY Total Expenses$767,789CYTotalExpensesAmt
PY Revenues Less Expenses-$4,007,173PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$728,738CYRevenuesLessExpensesAmt
Total Assets BOY$871,092TotalAssetsBOYAmt
Total Assets EOY$142,354TotalAssetsEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$871,092NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$142,354NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE FINANCIAL SUPPORT TO AGENCIES AND INSTITUTIONS WHOSE PROGRAMS SERVE AT-RISK CHILDREN AND FAMILIES IN FAIRFIELD COUNTY.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$500,000ExpenseAmt
Grant$500,000GrantAmt
DescENHANCE AND STRENGTHEN EDUCATIONAL OPPORTUNITIES AND INSTITUTIONS IN FAIRFIELD COUNTY, CONNECTICUT. PROVIDE SUPPORT AND COMMUNITY RESOURCES IN RESPONDING TO CHARITABLE OBJECTIVES. SUPPORTS AGENCIES WHOSE PROGRAMS SERVE THE NEEDS OF EDUCATIONALLY AND CULTURALLY DISADVANTAGED CHILDREN, ADULTS AND SENIOR CITIZENS LIVING IN FAIRFIELD COUNTY.Desc
Total Program Service Expenses$500,000TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial LiquidationYes (1)PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document2IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee1EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members5GoverningBodyVotingMembersCnt
Independent Voting Member5IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org DocumentsYes (1)ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCTStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RICHARD T STONEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2034161363PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1238 JEWETT AVENUEAddressLine1Txt
CityBRIDGEPORTCityNm
State AbbreviationCTStateAbbreviationCd
ZIP066062845ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
EDWARD J CAFFREY
DIRECTOR1.00Yes (X)$0$0$0
AUDREY DORNIER
DIRECTOR1.00Yes (X)$0$0$0
RICHARD J MATTEIS
DIRECTOR1.00Yes (X)$0$0$0
PAMELA S PAGNANI ESQ
DIRECTOR1.00Yes (X)$0$0$0
JEANNE GALLAGHER TERRILE
DIRECTOR1.00Yes (X)$0$0$0
KAREN B SCHWARZ
EXECUTIVE DIRECTOR & DIREC40.00$119,705$0$31,673Yes (X)
RICHARD T STONE
EXECUTIVE ADVISOR20.00$69,169$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$188,874TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$31,673TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$38,621AllOtherContributionsAmt
Noncash Contributions$7,200NoncashContributionsAmt
Total Contributions$38,621TotalContributionsAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUS REVENUEDesc
Business561000BusinessCd
Total Revenue Column$430TotalRevenueColumnAmt
Exclusion$430ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$430OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$39,051TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$430ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$500,000TotalAmt
Program Services$500,000ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$90,763TotalAmt
Management And General$90,763ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$8,048TotalAmt
Management And General$8,048ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$10,040TotalAmt
Management And General$10,040ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$6,705TotalAmt
Management And General$6,705ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$26,479TotalAmt
Management And General$26,479ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$19,100TotalAmt
Management And General$19,100ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$88,421TotalAmt
Management And General$88,421ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$680TotalAmt
Management And General$680ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,956TotalAmt
Management And General$1,956ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$10,940TotalAmt
Management And General$10,940ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$304TotalAmt
Management And General$304ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Total$4,353TotalAmt
Management And General$4,353ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$767,789TotalAmt
Program Services$500,000ProgramServicesAmt
Management And General$267,789ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$200BOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$870,243BOYAmt
EOY$142,354EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$0LandBldgEquipCostOrOtherBssAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$649BOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$871,092BOYAmt
EOY$142,354EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$756,013BOYAmt
EOY$27,275EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$115,079BOYAmt
EOY$115,079EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$871,092BOYAmt
EOY$142,354EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$871,092BOYAmt
EOY$142,354EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$728,738ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewYes (1)AccountantCompileOrReviewInd

Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
FS Audited0FSAuditedInd
Audit Committee0AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

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

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$790,883CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$420,654CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$464,658CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$52,929CurrentTaxYearMinus1YearAmt
Current Tax Year$39,051CurrentTaxYearAmt
Total$1,768,175TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$790,883CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$420,654CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$464,658CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$52,929CurrentTaxYearMinus1YearAmt
Current Tax Year$39,051CurrentTaxYearAmt
Total$1,768,175TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$1,768,175PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$165,506CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$172,204CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$156,369CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$123,345CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$617,424TotalAmt
FieldValueIRS element (for citing)
Total Support$2,385,599TotalSupportAmt
Public Support CY1700.74120PublicSupportCY170Pct
Public Support PY1700.79050PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

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

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$115,052BeginningYearBalanceAmt
End Year Balance$115,052EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,718,462BeginningYearBalanceAmt
Investment Earnings Or Losses$204,296InvestmentEarningsOrLossesAmt
Other Expenditures$2,807,706OtherExpendituresAmt
End Year Balance$115,052EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,461,527BeginningYearBalanceAmt
Contributions$8,619ContributionsAmt
Investment Earnings Or Losses$51,959InvestmentEarningsOrLossesAmt
Other Expenditures$803,643OtherExpendituresAmt
End Year Balance$2,718,462EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$6,850,109BeginningYearBalanceAmt
Contributions-$2,978,659ContributionsAmt
Investment Earnings Or Losses$56,350InvestmentEarningsOrLossesAmt
Other Expenditures$466,273OtherExpendituresAmt
End Year Balance$3,461,527EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$6,270,706BeginningYearBalanceAmt
Contributions$5,000ContributionsAmt
Investment Earnings Or Losses$641,057InvestmentEarningsOrLossesAmt
Other Expenditures$66,654OtherExpendituresAmt
End Year Balance$6,850,109EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY1.00000PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART V, LINE 4:FormAndLineReferenceDesc
ExplanationSCHOLARSHIPS AND GENERAL OPERATING EXPENSES.ExplanationTxt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1FOUNDATIONS IN EDUCATIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1238 JEWETT AVENUEAddressLine1Txt
CityBRIDGEPORTCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06606ZIPCd
FieldValueIRS element (for citing)
Recipient EIN475130557RecipientEIN
Cash Grant$500,000CashGrantAmt
Non Cash Assistance$0NonCashAssistanceAmt
Purpose Of GrantEDUCATION PROGRAMSPurposeOfGrantTxt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationTHE ORGANIZATION REQUIRES WRITTEN GRANT PROPOSALS FROM APPLICANTS, WHICH INCLUDE A NARRATIVE ABOUT THE APPLICANT ORGANIZATION, DETAIL OF THE FUNDING REQUEST, INCLUDING THE APPLICANT'S PLAN FOR MEASURING THE SUCCESS OF A PARTICULAR PROGRAM, AUDITED FINANCIAL STATEMENTS, CURRENT OPERATING BUDGETS, AND A LIST OF EXISTING SOURCES OF REVENUE. GRANTEES ARE REQUIRED TO PROVIDE A REPORT TO THE FOUNDATION WITHIN THREE MONTHS AFTER THE END OF THE GRANT PERIOD. THESE REPORTS ARE REVIEWED BY THE GRANT REVIEW COMMITTEES.ExplanationTxt

Schedule J IRS990ScheduleJ

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

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonKAREN B SCHWARZPersonNm
TitleEXECUTIVE DIRECTOR & DIRECTitleTxt
Base Compensation Filing Org$96,359BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$0CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$22,000BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$1,346OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$2,832DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$28,841NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$0NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$151,378TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$0TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Schedule N IRS990ScheduleN

Disposition Of Assets Detail DispositionOfAssetsDetail

FieldValueIRS element (for citing)
Assets Distri Or Expnss PaidEDUCATIONAL GRANTAssetsDistriOrExpnssPaidDesc
Distribution2021-07-27DistributionDt
Fair Market Value Of Asset$500,000FairMarketValueOfAssetAmt
Method Of FMV DeterminationFMVMethodOfFMVDeterminationTxt
EIN415130557EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FOUNDATIONS IN EDUCATION INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1238 JEWETT AVENUEAddressLine1Txt
CityBRIDGEPORTCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06606ZIPCd
FieldValueIRS element (for citing)
IRC Section501(C)(3)IRCSectionTxt
FieldValueIRS element (for citing)
Director Of Successor20DirectorOfSuccessor2Ind
Employee Of Successor20EmployeeOfSuccessor2Ind
Owner Of Successor20OwnerOfSuccessor2Ind
Receive Compensation20ReceiveCompensation2Ind

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART V, LINE 13ACT
FORM 990, PART VI, SECTION A, LINE 4ON DECEMBER 15, 2020, THE BOARD OF DIRECTORS OF THE FOUNDATION UNANIMOUSLY APPROVED THE DISSOLUTION OF THE FOUNDATION. AS APPROVED BY THE BOARD OF DIRECTORS, ALL REMAINING ASSETS, INCLUDING ENDOWED FUNDS, RESTRICTED NON-ENDOWMENT FUNDS AND OTHER INVESTMENT FUNDS, WILL BE DISTRIBUTED TO VARIOUS NONPROFITS IN FAIRFIELD COUNTY, CONNECTICUT. OPERATIONS ARE EXPECTED TO CONCLUDE AND FULLY DISCONTINUE BEFORE NOVEMBER 30, 2022. THE BOARD COMPOSITION WAS CHANGED AND NOW CONSISTS OF 5 MEMBERS REFERRED TO AS THE WIND UP COMMITTEE.
FORM 990, PART VI, SECTION A, LINE 6THOSE INDIVIDUALS HOLDING THE FOLLOWING TITLES WITHIN THE BRIDGEPORT ROMAN CATHOLIC DIOCESEAN CORPORATION ARE MEMBERS OF THE ORGANIZATION: BISHOP OR ADMINISTRATOR, VICAR GENERAL, CHANCELLOR.
FORM 990, PART VI, SECTION A, LINE 7AMEMBERS ELECT THE DIRECTORS OF THE ORGANIZATION.
FORM 990, PART VI, SECTION B, LINE 11BTHE ORGANIZATION'S FORM 990 WAS PREPARED BY CLIFTONLARSONALLEN AND PROVIDED ELECTRONICALLY TO THE GOVERNING BODY IN ADVANCE OF THE FILING DATE FOR THEIR REVIEW AND APPROVAL.
FORM 990, PART VI, SECTION B, LINE 12CTHE GOVERNING BODY IS RESPONSIBLE FOR THE ON-GOING REVIEW OF AND ENFORCEMENT OF COMPLIANCE WITH THE ORGANIZATION'S CONFLICT OF INTEREST POLICY.
FORM 990, PART VI, SECTION B, LINE 15THE VOTING MEMBERS OF THE GOVERNING BODY DETERMINE THE COMPENSATON FOR THE TOP MANAGEMENT OFFICIAL.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION'S BY-LAWS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
FORM 990, PART IX, LINE 11GOTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 88,421. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 88,421.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (10 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtControlled OrganizationControlledOrganizationInd
CATHOLIC ACADEMY OF BRIDGEPORT
63 PEQUONNOCK STREETBRIDGEPORTCT06604203838995TO OPERATE SCHOOLS THAT ARE FAITH FILLED LEARNING COMMUNITIESCT501(C)(3)LINE 12B, II0
CATHOLIC CHARITIES OF FAIRFIELD COUNTY INC
238 JEWETT AVENUEBRIDGEPORTCT06606060653053TO PUT FAITH INTO ACTION BY PROVIDING FAMILY SUPPORT SVCS TO THE NEEDYCT501(C)(3)LINE 12B, II0
KOLBE CATHEDRAL HIGH SCHOOL
33 CALHOUN PLACEBRIDGEPORTCT06604061560971TO EMPOWER STUDENTS WITH KNOWLEDGE,SKILLS AND CATHOLIC VALUESCT501(C)(3)LINE 12B, II0
THE MCGIVNEY COMMUNITY CENTER INC
338 STILLMAN STREETBRIDGEPORTCT066100220223059815TO OPERATE A COMMUNITY CTR TO PROVIDE ACTIVITES TO INNER CITY YOUTHCT501(C)(3)LINE 12B, II0
CARDINAL SHEAN CENTER
1494 MAIN STREETBRIDGEPORTCT06824061101081TO ENHANCE ED, SOCIAL, AND REC OPPORTUNITIES FOR LOW AND MODERATE INCOME FAMCT501(C)(3)LINE 70
ST CATHERINE CENTER FOR SPECIAL NEEDS
760 TAHMORE DRIVEFAIRFIELDCT06825060737923TO FOSTER THE EDUCATIONAL, SPIRITUAL, AND SOCIAL WELL-BEING OF YOUNG PEOPLECT501(C)(3)LINE 12B, II0
ALL SAINTS CATHOLIC SCHOOL
139 WEST ROCKS ROADNORWALKCT068512216203938995TO PROVIDE A QUALITY EDUCATION IN A COMMUNITY OF FAITH AND LEARNINGCT501(C)(3)LINE 12B, II0
CATHOLIC ACADEMY OF STAMFORD
1186 NEWFIELD AVENUESTAMFORDCT06905820887319TO CHALLENGE OUR CHILDREN TO DISCOVER AND FULLY DEVELOP THEIR UNIQUECT501(C)(3)LINE 12B, II0
THOMAS MERTON CENTER
43 MADISON AVENUEBRIDGEPORTCT06604060653053TO PROVIDE A LOVING, SAFE, AND HOPE-FILLED COMMUNITY ATMOSPHERE THAT RESPONDCT501(C)(3)LINE 12B, II0
NEW COVENANT CENTER
174 RICHMOND HILL AVESTAMFORDCT06902060653053TO PROVIDE A NUTRITIOUS MEAL TO ALL THOSE WHO ARE HUNGRYCT501(C)(3)LINE 12B, II0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1FOUNDATIONS IN EDUCATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypeBTransactionTypeTxt
Involved$500,000InvolvedAmt
Method Of Amount DeterminationCASH DISBURSEMENTMethodOfAmountDeterminationTxt