ION BANK FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ION BANK FOUNDATION INC (EIN 06-1513293)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-06
- IRS object ID
- 202111269349101041
- Schema version
- 2020v4.1
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-06T12:22:26-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 060903326 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHITTLESEY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 280 TRUMBULL ST 24TH FL | AddressLine1Txt |
| City | HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061513293 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ION BANK FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | IONB | BusinessNameControlTxt |
| Phone | 2037295291 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 251 CHURCH STREET | AddressLine1Txt |
| City | NAUGATUCK | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06770 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID ROTATORI | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 2037203106 | PhoneNum |
| Signature | 2021-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAVID | PersonFirstNm |
| Person Last | ROTATORI | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIAN KERRIGAN | PreparerPersonNm |
| PTIN | P01072858 | PTIN |
| Phone | 8605223111 | PhoneNum |
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 | 2020 | 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 | $12,512,750 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $427 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $838 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $838 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $464,628 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $464,628 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,291,897 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $17,534,815 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,291,897 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,757,790 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,757,363 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $50,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $25,000 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $25,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $650 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $650 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $22,666 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,641 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $21,025 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $16,802 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,000 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $90,768 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $27,291 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $47,675 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $975,803 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $975,803 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,066,571 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $27,291 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,023,478 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $691,219 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,730,072 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $252,775 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,426,337 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,426,337 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,381,684 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,031,909 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,031,909 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $7,820,096 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,741,020 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $9,741,020 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $350,000 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $36,516 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $319,570 | LandBOYAmt |
| Land EOY | $313,484 | LandEOYAmt |
| Land EOYFMV | $313,484 | LandEOYFMVAmt |
| Total Assets BOY | $12,774,125 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,512,750 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,512,750 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $12,774,125 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $12,512,750 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,774,125 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,512,750 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,774,125 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,512,750 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,774,125 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $691,219 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $13,465,344 | SubtotalAmt |
| Other Decreases | $952,594 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,512,750 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (233 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| FT DJ INTERNET INDX ETF | P | 2019-03-20 | 2020-02-06 | $87,086 | $81,452 | $5,634 | $5,634 |
| INV PFD | P | 2019-06-13 | 2020-02-06 | $2,889 | $2,800 | $89 | $89 |
| ISHS NASDAQ BIOTECH ETF | P | 2020-01-01 | 2020-02-06 | $24,053 | $21,424 | $2,629 | $2,629 |
| ISHS RUSS 2000 INDX ETF | P | 2020-02-06 | 2020-07-24 | $421,227 | $479,940 | -$58,713 | -$58,713 |
| ISHS MBS | P | 2019-06-13 | 2020-02-06 | $5,211 | $5,143 | $68 | $68 |
| NUVEEN PFD SEC & INC | P | 2020-02-06 | 2020-12-07 | $300,000 | $308,052 | -$8,052 | -$8,052 |
| PRIN SPCTRM PFD & CAP A | P | 2020-02-06 | 2020-12-07 | $300,000 | $305,908 | -$5,908 | -$5,908 |
| SPDR S&P 500 | P | 2020-02-06 | 2020-07-24 | $1,675,678 | $1,745,517 | -$69,839 | -$69,839 |
| SPDR S&P 500 | P | 2020-02-06 | 2020-10-27 | $216,724 | $213,601 | $3,123 | $3,123 |
| SPDR S&P INSURANCE | P | 2019-06-13 | 2020-02-06 | $12,059 | $11,079 | $980 | $980 |
| HLTHCR SEL SECT SPDR ETF | P | 2019-03-20 | 2020-02-06 | $16,505 | $14,637 | $1,868 | $1,868 |
| HLTHCR SEL SECT SPDR ETF | P | 2019-07-16 | 2020-02-06 | $45,364 | $40,366 | $4,998 | $4,998 |
| HLTHCR SEL SECT SPDR ETF | P | 2019-08-14 | 2020-02-06 | $25,329 | $22,150 | $3,179 | $3,179 |
| CONS DSCR SEL SPDR | P | 2019-03-20 | 2020-02-06 | $32,759 | $28,473 | $4,286 | $4,286 |
| CONS DSCR SEL SPDR | P | 2019-04-23 | 2020-02-06 | $19,991 | $18,636 | $1,355 | $1,355 |
| CONS DSCR SEL SPDR | P | 2019-06-13 | 2020-02-06 | $11,865 | $10,880 | $985 | $985 |
| ENERGY SEL SECT SPDR ETF | P | 2019-06-13 | 2020-02-06 | $11,328 | $12,782 | -$1,454 | -$1,454 |
| SELECT COMMN SVC SEL ETF | P | 2019-03-20 | 2020-02-06 | $39,026 | $32,741 | $6,285 | $6,285 |
| SELECT COMMN SVC SEL ETF | P | 2019-06-13 | 2020-02-06 | $5,918 | $5,082 | $836 | $836 |
| SELECT COMMN SVC SEL ETF | P | 2019-08-14 | 2020-02-06 | $4,857 | $4,221 | $636 | $636 |
| SELECT COMMN SVC SEL ETF | P | 2019-12-10 | 2020-02-06 | $30,093 | $28,330 | $1,763 | $1,763 |
| UTILS SEL SECT SPDR ETF | P | 2019-09-12 | 2020-02-06 | $12,599 | $11,613 | $986 | $986 |
| VNGRD CNSMR STAPLES ETF | P | 2019-04-23 | 2020-02-06 | $30,544 | $27,438 | $3,106 | $3,106 |
| VNGRD INFO TECH | P | 2019-04-23 | 2020-02-06 | $47,535 | $37,882 | $9,653 | $9,653 |
| VNGRD INFO TECH | P | 2019-06-13 | 2020-02-06 | $26,438 | $20,533 | $5,905 | $5,905 |
| VNGRD INFO TECH | P | 2019-09-12 | 2020-02-06 | $61,154 | $50,543 | $10,611 | $10,611 |
| VNGRD INFO TECH | P | 2019-12-10 | 2020-02-06 | $12,818 | $11,251 | $1,567 | $1,567 |
| VNGRD MATERIALS ETF | P | 2019-06-13 | 2020-02-06 | $3,826 | $3,663 | $163 | $163 |
| VNGRD SHRT TRM CORP ETF | P | 2020-02-06 | 2020-12-07 | $398,713 | $391,023 | $7,690 | $7,690 |
| VNGRD CNSMR STAPLES ETF | P | 2019-07-16 | 2020-02-06 | $20,907 | $19,575 | $1,332 | $1,332 |
| VNGRD CNSMR STAPLES ETF | P | 2019-08-14 | 2020-02-06 | $5,717 | $5,309 | $408 | $408 |
| X TRCKRS USD HI YLD ETF | P | 2019-01-16 | 2020-02-06 | $28,492 | $27,411 | $1,081 | $1,081 |
| FT DJ INTERNET INDX ETF | P | 2014-03-24 | 2020-02-06 | $11,111 | $4,507 | $6,604 | $6,604 |
| FT DJ INTERNET INDX ETF | P | 2014-04-17 | 2020-02-06 | $29,729 | $11,295 | $18,434 | $18,434 |
| FT DJ INTERNET INDX ETF | P | 2014-11-19 | 2020-02-06 | $9,159 | $3,718 | $5,441 | $5,441 |
| FT DJ INTERNET INDX ETF | P | 2016-02-16 | 2020-02-06 | $18,919 | $7,693 | $11,226 | $11,226 |
| FT DJ INTERNET INDX ETF | P | 2018-03-28 | 2020-02-06 | $57,957 | $45,664 | $12,293 | $12,293 |
| FT DJ INTERNET INDX ETF | P | 2018-08-29 | 2020-02-06 | $22,072 | $21,475 | $597 | $597 |
| INV PFD | P | 2012-05-18 | 2020-02-06 | $1,588 | $1,460 | $128 | $128 |
| INV PFD | P | 2012-05-30 | 2020-02-06 | $2,828 | $2,668 | $160 | $160 |
| INV PFD | P | 2014-03-24 | 2020-02-06 | $575 | $539 | $36 | $36 |
| INV PFD | P | 2015-09-30 | 2020-02-06 | $711 | $686 | $25 | $25 |
| INV PFD | P | 2015-10-15 | 2020-02-06 | $6,292 | $6,128 | $164 | $164 |
| INV E/MKT SVRGN DEBT | P | 2014-09-10 | 2020-02-06 | $22,758 | $22,171 | $587 | $587 |
| INV E/MKT SVRGN DEBT | P | 2015-06-17 | 2020-02-06 | $10,168 | $9,341 | $827 | $827 |
| INV E/MKT SVRGN DEBT | P | 2018-03-06 | 2020-02-06 | $6,968 | $6,575 | $393 | $393 |
| ISHS TIPS BD | P | 2014-12-10 | 2020-02-06 | $2,122 | $2,027 | $95 | $95 |
| ISHS TIPS BD | P | 2015-06-17 | 2020-02-06 | $7,190 | $6,832 | $358 | $358 |
| ISHS TIPS BD | P | 2015-10-15 | 2020-02-06 | $7,190 | $6,805 | $385 | $385 |
| ISHS TIPS BD | P | 2016-05-18 | 2020-02-06 | $2,358 | $2,295 | $63 | $63 |
| ISHS TIPS BD | P | 2016-06-22 | 2020-02-06 | $12,966 | $12,659 | $307 | $307 |
| ISHS TIPS BD | P | 2016-09-23 | 2020-02-06 | $2,593 | $2,557 | $36 | $36 |
| ISHS TIPS BD | P | 2018-03-06 | 2020-02-06 | $5,422 | $5,159 | $263 | $263 |
| ISHS INVSTMNT BD | P | 2014-03-24 | 2020-02-06 | $4,951 | $4,423 | $528 | $528 |
| ISHS INVSTMNT BD | P | 2014-11-19 | 2020-02-06 | $2,866 | $2,596 | $270 | $270 |
| ISHS INVSTMNT BD | P | 2015-06-17 | 2020-02-06 | $14,330 | $12,717 | $1,613 | $1,613 |
| ISHS INVSTMNT BD | P | 2015-10-15 | 2020-02-06 | $33,481 | $30,041 | $3,440 | $3,440 |
| ISHS INVSTMNT BD | P | 2016-05-18 | 2020-02-06 | $3,778 | $3,456 | $322 | $322 |
| ISHS INVSTMNT BD | P | 2016-09-23 | 2020-02-06 | $4,429 | $4,181 | $248 | $248 |
| ISHS INVSTMNT BD | P | 2018-03-06 | 2020-02-06 | $10,813 | $9,677 | $1,136 | $1,136 |
| ISHS INVSTMNT BD | P | 2018-06-21 | 2020-02-06 | $22,929 | $20,064 | $2,865 | $2,865 |
| ISHS NASDAQ BIOTECH ETF | P | 2012-05-30 | 2020-02-06 | $13,675 | $4,627 | $9,048 | $9,048 |
| ISHS NASDAQ BIOTECH ETF | P | 2012-12-05 | 2020-02-06 | $7,692 | $2,895 | $4,797 | $4,797 |
| ISHS NASDAQ BIOTECH ETF | P | 2014-04-17 | 2020-02-06 | $31,867 | $19,588 | $12,279 | $12,279 |
| ISHS NASDAQ BIOTECH ETF | P | 2015-09-30 | 2020-02-06 | $19,413 | $15,728 | $3,685 | $3,685 |
| ISHS NASDAQ BIOTECH ETF | P | 2015-10-15 | 2020-02-06 | $5,128 | $4,393 | $735 | $735 |
| ISHS NASDAQ BIOTECH ETF | P | 2016-02-16 | 2020-02-06 | $24,541 | $17,317 | $7,224 | $7,224 |
| ISHS NASDAQ BIOTECH ETF | P | 2016-05-18 | 2020-02-06 | $19,780 | $14,209 | $5,571 | $5,571 |
| ISHS NASDAQ BIOTECH ETF | P | 2017-01-23 | 2020-02-06 | $24,908 | $18,427 | $6,481 | $6,481 |
| ISHS IBOX $ H/Y CORP | P | 2016-06-22 | 2020-02-06 | $20,834 | $19,912 | $922 | $922 |
| ISHS IBOX $ H/Y CORP | P | 2018-06-21 | 2020-02-06 | $3,253 | $3,182 | $71 | $71 |
| ISHS MBS | P | 2012-05-30 | 2020-02-06 | $5,646 | $5,639 | $7 | $7 |
| ISHS MBS | P | 2014-03-24 | 2020-02-06 | $9,012 | $8,791 | $221 | $221 |
| ISHS MBS | P | 2014-04-17 | 2020-02-06 | $8,686 | $8,517 | $169 | $169 |
| ISHS MBS | P | 2014-12-10 | 2020-02-06 | $5,429 | $5,477 | -$48 | -$48 |
| ISHS MBS | P | 2014-06-16 | 2020-02-06 | $3,257 | $3,227 | $30 | $30 |
| ISHS MBS | P | 2015-06-17 | 2020-02-06 | $25,949 | $25,965 | -$16 | -$16 |
| ISHS MBS | P | 2016-05-18 | 2020-02-06 | $9,012 | $9,074 | -$62 | -$62 |
| ISHS MBS | P | 2016-07-25 | 2020-02-06 | $5,211 | $5,270 | -$59 | -$59 |
| ISHS MBS | P | 2017-10-24 | 2020-02-06 | $5,429 | $5,335 | $94 | $94 |
| ISHS MBS | P | 2018-03-06 | 2020-02-06 | $6,514 | $6,239 | $275 | $275 |
| ISHS MBS | P | 2019-01-16 | 2020-02-06 | $18,783 | $18,130 | $653 | $653 |
| ISHS CORE MSCI EAFE | P | 2018-03-06 | 2020-02-06 | $429,359 | $437,039 | -$7,680 | -$7,680 |
| ISHS CORE MSCI EAFE | P | 2018-03-06 | 2020-07-24 | $436,487 | $488,088 | -$51,601 | -$51,601 |
| ISHS CORE MSCI E/MKT | P | 2016-05-18 | 2020-02-06 | $137,880 | $103,742 | $34,138 | $34,138 |
| ISHS CORE MSCI E/MKT | P | 2017-01-23 | 2020-02-06 | $79,203 | $67,288 | $11,915 | $11,915 |
| ISHS CORE MSCI E/MKT | P | 2017-01-24 | 2020-02-06 | $180,675 | $154,626 | $26,049 | $26,049 |
| ISHS CORE MSCI E/MKT | P | 2018-03-06 | 2020-02-06 | $11,398 | $12,675 | -$1,277 | -$1,277 |
| ISHS CORE MSCI E/MKT | P | 2018-06-21 | 2020-02-06 | $40,578 | $40,595 | -$17 | -$17 |
| ISHS CORE MSCI E/MKT | P | 2019-01-16 | 2020-02-06 | $391,743 | $368,657 | $23,086 | $23,086 |
| SPDR S&P INSURANCE | P | 2018-03-06 | 2020-02-06 | $42,817 | $36,084 | $6,733 | $6,733 |
| HLTHCR SEL SECT SPDR ETF | P | 2012-05-30 | 2020-02-06 | $68,202 | $23,841 | $44,361 | $44,361 |
| HLTHCR SEL SECT SPDR ETF | P | 2014-04-17 | 2020-02-06 | $12,665 | $6,963 | $5,702 | $5,702 |
| HLTHCR SEL SECT SPDR ETF | P | 2015-09-30 | 2020-02-06 | $17,544 | $11,084 | $6,460 | $6,460 |
| HLTHCR SEL SECT SPDR ETF | P | 2015-10-15 | 2020-02-06 | $11,315 | $7,525 | $3,790 | $3,790 |
| HLTHCR SEL SECT SPDR ETF | P | 2016-05-18 | 2020-02-06 | $13,910 | $9,326 | $4,584 | $4,584 |
| HLTHCR SEL SECT SPDR ETF | P | 2016-09-23 | 2020-02-06 | $17,647 | $12,455 | $5,192 | $5,192 |
| HLTHCR SEL SECT SPDR ETF | P | 2017-01-23 | 2020-02-06 | $23,149 | $15,507 | $7,642 | $7,642 |
| HLTHCR SEL SECT SPDR ETF | P | 2017-07-18 | 2020-02-06 | $104 | $80 | $24 | $24 |
| HLTHCR SEL SECT SPDR ETF | P | 2017-07-18 | 2020-02-06 | $3,426 | $2,636 | $790 | $790 |
| HLTHCR SEL SECT SPDR ETF | P | 2017-07-19 | 2020-02-06 | $727 | $563 | $164 | $164 |
| HLTHCR SEL SECT SPDR ETF | P | 2017-07-19 | 2020-02-06 | $11,419 | $8,851 | $2,568 | $2,568 |
| HLTHCR SEL SECT SPDR ETF | P | 2018-06-21 | 2020-02-06 | $7,786 | $6,348 | $1,438 | $1,438 |
| CONC DSCR SEL SPDR | P | 2015-12-01 | 2020-02-06 | $50,686 | $31,982 | $18,704 | $18,704 |
| CONC DSCR SEL SPDR | P | 2016-02-16 | 2020-02-06 | $7,867 | $4,320 | $3,547 | $3,547 |
| CONC DSCR SEL SPDR | P | 2016-09-23 | 2020-02-06 | $26,955 | $16,682 | $10,273 | $10,273 |
| CONC DSCR SEL SPDR | P | 2017-07-17 | 2020-02-06 | $774 | $543 | $231 | $231 |
| CONC DSCR SEL SPDR | P | 2017-07-18 | 2020-02-06 | $1,419 | $998 | $421 | $421 |
| CONC DSCR SEL SPDR | P | 2017-07-18 | 2020-02-06 | $19,862 | $13,971 | $5,891 | $5,891 |
| CONC DSCR SEL SPDR | P | 2017-07-19 | 2020-02-06 | $5,288 | $3,742 | $1,546 | $1,546 |
| CONC DSCR SEL SPDR | P | 2017-07-19 | 2020-02-06 | $39,723 | $28,108 | $11,615 | $11,615 |
| CONC DSCR SEL SPDR | P | 2017-10-24 | 2020-02-06 | $39,723 | $28,006 | $11,717 | $11,717 |
| CONC DSCR SEL SPDR | P | 2018-08-29 | 2020-02-06 | $88,346 | $80,081 | $8,265 | $8,265 |
| ENERGY SEL SECT SPDR ETF | P | 2016-02-16 | 2020-02-06 | $44,442 | $45,337 | -$895 | -$895 |
| ENERGY SEL SECT SPDR ETF | P | 2016-07-25 | 2020-02-06 | $6,699 | $8,228 | -$1,529 | -$1,529 |
| ENERGY SEL SECT SPDR ETF | P | 2016-09-23 | 2020-02-06 | $3,322 | $4,199 | -$877 | -$877 |
| ENERGY SEL SECT SPDR ETF | P | 2017-05-17 | 2020-02-06 | $7,189 | $8,986 | -$1,797 | -$1,797 |
| ENERGY SEL SECT SPDR ETF | P | 2018-03-06 | 2020-02-06 | $4,520 | $5,622 | -$1,102 | -$1,102 |
| ENERGY SEL SECT SPDR ETF | P | 2019-01-16 | 2020-02-06 | $16,284 | $18,568 | -$2,284 | -$2,284 |
| FINL SEL SECT SPDR | P | 2015-06-17 | 2020-02-06 | $67,388 | $47,982 | $19,406 | $19,406 |
| FINL SEL SECT SPDR | P | 2015-09-30 | 2020-02-06 | $341 | $215 | $126 | $126 |
| FINL SEL SECT SPDR | P | 2015-10-15 | 2020-02-06 | $7,974 | $5,251 | $2,723 | $2,723 |
| FINL SEL SECT SPDR | P | 2016-02-16 | 2020-02-06 | $6,609 | $3,775 | $2,834 | $2,834 |
| FINL SEL SECT SPDR | P | 2018-03-06 | 2020-02-06 | $181,594 | $169,090 | $12,504 | $12,504 |
| FINL SEL SECT SPDR | P | 2018-03-28 | 2020-02-06 | $95,436 | $83,565 | $11,871 | $11,871 |
| FINL SEL SECT SPDR | P | 2018-06-21 | 2020-02-06 | $40,706 | $35,830 | $4,876 | $4,876 |
| SELECT COMMN SVC SEL ETF | P | 2018-10-18 | 2020-02-06 | $70,514 | $59,004 | $11,510 | $11,510 |
| SELECT COMMN SVC SEL ETF | P | 2019-01-16 | 2020-02-06 | $147,839 | $118,257 | $29,582 | $29,582 |
| SEL SECT RL EST SPDR | P | 2016-09-23 | 2020-02-06 | $13,217 | $11,036 | $2,181 | $2,181 |
| SEL SECT RL EST SPDR | P | 2017-01-23 | 2020-02-06 | $7,826 | $6,092 | $1,734 | $1,734 |
| SEL SECT RL EST SPDR | P | 2018-03-06 | 2020-02-06 | $75,869 | $57,703 | $18,166 | $18,166 |
| UTILS SEL SECT SPDR ETF | P | 2018-03-06 | 2020-02-06 | $81,240 | $58,303 | $22,937 | $22,937 |
| UTILS SEL SECT SPDR ETF | P | 2019-01-16 | 2020-02-06 | $6,472 | $4,958 | $1,514 | $1,514 |
| VANECK JPM E/MKT NEW | P | 2016-06-22 | 2020-02-06 | $13,815 | $14,058 | -$243 | -$243 |
| VANECK JPM E/MKT NEW | P | 2016-06-22 | 2020-02-06 | $4,778 | $4,690 | $88 | $88 |
| VANECK JPM E/MKT NEW | P | 2016-07-25 | 2020-02-06 | $3,539 | $3,512 | $27 | $27 |
| VANECK JPM E/MKT NEW | P | 2016-09-23 | 2020-02-06 | $3,362 | $3,328 | $34 | $34 |
| VANECK JPM E/MKT NEW | P | 2017-10-24 | 2020-02-06 | $6,194 | $5,909 | $285 | $285 |
| VANECK JPM E/MKT NEW | P | 2018-03-06 | 2020-02-06 | $9,114 | $8,381 | $733 | $733 |
| VNGRD CNSMR STAPLES ETF | P | 2013-07-11 | 2020-02-06 | $4,900 | $3,185 | $1,715 | $1,715 |
| VNGRD CNSMR STAPLES ETF | P | 2014-03-24 | 2020-02-06 | $5,553 | $3,720 | $1,833 | $1,833 |
| VNGRD CNSMR STAPLES ETF | P | 2015-03-16 | 2020-02-06 | $5,717 | $4,396 | $1,321 | $1,321 |
| VNGRD CNSMR STAPLES ETF | P | 2016-05-18 | 2020-02-06 | $5,063 | $4,131 | $932 | $932 |
| VNGRD CNSMR STAPLES ETF | P | 2016-09-23 | 2020-02-06 | $5,390 | $4,534 | $856 | $856 |
| VNGRD CNSMR STAPLES ETF | P | 2017-07-17 | 2020-02-06 | $10,944 | $9,414 | $1,530 | $1,530 |
| VNGRD CNSMR STAPLES ETF | P | 2017-07-18 | 2020-02-06 | $7,840 | $6,737 | $1,103 | $1,103 |
| VNGRD CNSMR STAPLES ETF | P | 2017-07-19 | 2020-02-06 | $490 | $422 | $68 | $68 |
| VNGRD CNSMR STAPLES ETF | P | 2017-07-19 | 2020-02-06 | $8,330 | $7,179 | $1,151 | $1,151 |
| VNGRD CNSMR STAPLES ETF | P | 2017-10-24 | 2020-02-06 | $14,210 | $12,024 | $2,186 | $2,186 |
| VNGRD CNSMR STAPLES ETF | P | 2017-12-05 | 2020-02-06 | $27,114 | $24,082 | $3,032 | $3,032 |
| VNGRD CNSMR STAPLES ETF | P | 2018-03-06 | 2020-02-06 | $168,073 | $143,308 | $24,765 | $24,765 |
| VNGRD CNSMR STAPLES ETF | P | 2018-06-21 | 2020-02-06 | $23,194 | $19,140 | $4,054 | $4,054 |
| VNGRD CNSMR STAPLES ETF | P | 2019-01-16 | 2020-02-06 | $24,827 | $20,345 | $4,482 | $4,482 |
| VNGRD INDUSTRIALS ETF | P | 2012-05-18 | 2020-02-06 | $51,530 | $20,720 | $30,810 | $30,810 |
| VNGRD INDUSTRIALS ETF | P | 2012-05-30 | 2020-02-06 | $146,187 | $59,930 | $86,257 | $86,257 |
| VNGRD INDUSTRIALS ETF | P | 2013-07-11 | 2020-02-06 | $11,733 | $6,320 | $5,413 | $5,413 |
| VNGRD INDUSTRIALS ETF | P | 2013-10-14 | 2020-02-06 | $39,004 | $22,132 | $16,872 | $16,872 |
| VNGRD INDUSTRIALS ETF | P | 2014-09-10 | 2020-02-06 | $13,001 | $8,502 | $4,499 | $4,499 |
| VNGRD INDUSTRIALS ETF | P | 2015-01-23 | 2020-02-06 | $9,672 | $6,429 | $3,243 | $3,243 |
| VNGRD INDUSTRIALS ETF | P | 2015-09-30 | 2020-02-06 | $7,611 | $4,515 | $3,096 | $3,096 |
| VNGRD INDUSTRIALS ETF | P | 2016-09-23 | 2020-02-06 | $13,160 | $9,125 | $4,035 | $4,035 |
| VNGRD INDUSTRIALS ETF | P | 2018-03-06 | 2020-02-06 | $10,782 | $9,645 | $1,137 | $1,137 |
| VNGRD INDUSTRIALS ETF | P | 2018-06-21 | 2020-02-06 | $21,246 | $18,583 | $2,663 | $2,663 |
| VNGRD INFO TECH | P | 2014-12-10 | 2020-02-06 | $84,654 | $33,469 | $51,185 | $51,185 |
| VNGRD INFO TECH | P | 2015-01-23 | 2020-02-06 | $18,159 | $7,103 | $11,056 | $11,056 |
| VNGRD INFO TECH | P | 2016-05-18 | 2020-02-06 | $20,029 | $7,901 | $12,128 | $12,128 |
| VNGRD INFO TECH | P | 2017-07-17 | 2020-02-06 | $52,876 | $29,050 | $23,826 | $23,826 |
| VNGRD INFO TECH | P | 2017-12-05 | 2020-02-06 | $14,955 | $9,057 | $5,898 | $5,898 |
| VNGRD INFO TECH | P | 2017-12-06 | 2020-02-06 | $120,439 | $72,922 | $47,517 | $47,517 |
| VNGRD MATERIALS ETF | P | 2018-03-06 | 2020-02-06 | $83,249 | $86,455 | -$3,206 | -$3,206 |
| VNGRD MATERIALS ETF | P | 2018-06-21 | 2020-02-06 | $3,034 | $3,038 | -$4 | -$4 |
| VNGRD MATERIALS ETF | P | 2019-01-16 | 2020-02-06 | $5,541 | $4,832 | $709 | $709 |
| VNGRD SHRT TRM CORP ETF | P | 2019-01-16 | 2020-02-06 | $94,987 | $89,610 | $5,377 | $5,377 |
| VNGRD SHRT TRM CORP ETF | P | 2019-06-13 | 2020-02-06 | $4,484 | $4,335 | $149 | $149 |
| AIR PDTS & CHEMICALS INC | P | 2020-06-01 | 2020-07-24 | $221,420 | $185,272 | $36,148 | $36,148 |
| AUTOMATIC DATA PROC INC | P | 2019-11-06 | 2020-02-06 | $69,532 | $61,556 | $7,976 | $7,976 |
| AUTOMATIC DATA PROC INC | P | 2019-11-06 | 2020-07-24 | $149,352 | $163,832 | -$14,480 | -$14,480 |
| CH ROBINSON WORLDWIDE | P | 2020-02-06 | 2020-07-24 | $216,624 | $185,099 | $31,525 | $31,525 |
| FASTENAL CO | P | 2020-02-06 | 2020-07-24 | $223,218 | $184,997 | $38,221 | $38,221 |
| GAP INC | P | 2020-02-06 | 2020-07-24 | $127,596 | $185,037 | -$57,441 | -$57,441 |
| GENERAL DYNAMICS CORP | P | 2019-11-06 | 2020-02-06 | $46,537 | $45,253 | $1,284 | $1,284 |
| GENERAL DYNAMICS CORP | P | 2019-11-06 | 2020-05-04 | $124,018 | $179,745 | -$55,727 | -$55,727 |
| GENUINE PARTS CO | P | 2020-02-06 | 2020-05-06 | $137,909 | $184,980 | -$47,071 | -$47,071 |
| HONEYWELL INTL INC | P | 2019-09-17 | 2020-02-06 | $54,642 | $51,328 | $3,314 | $3,314 |
| HONEYWELL INTL INC | P | 2019-09-17 | 2020-07-24 | $157,797 | $173,852 | -$16,055 | -$16,055 |
| JOHNSON & JOHNSON | P | 2019-03-04 | 2020-02-06 | $64,567 | $58,077 | $6,490 | $6,490 |
| NORFOLK SOUTHERN CORP | P | 2019-11-06 | 2020-02-06 | $63,740 | $57,583 | $6,157 | $6,157 |
| NORFOLK SOUTHERN CORP | P | 2019-11-06 | 2020-05-04 | $143,706 | $167,373 | -$23,667 | -$23,667 |
| PACKAGING CORP OF AMER | P | 2019-07-02 | 2020-02-06 | $52,811 | $49,990 | $2,821 | $2,821 |
| PACKAGING CORP OF AMER | P | 2019-07-02 | 2020-05-13 | $159,401 | $175,260 | -$15,859 | -$15,859 |
| PACKAGING CORP OF AMER | P | 2020-06-01 | 2020-07-09 | $171,943 | $185,020 | -$13,077 | -$13,077 |
| PAYCHEX INC | P | 2020-02-06 | 2020-07-24 | $149,629 | $184,938 | -$35,309 | -$35,309 |
| PFIZER INC | P | 2020-05-01 | 2020-07-24 | $182,132 | $183,434 | -$1,302 | -$1,302 |
| PUBLIC STORAGE INC | P | 2019-07-02 | 2020-02-06 | $23,509 | $25,365 | -$1,856 | -$1,856 |
| RALPH LAUREN CORP | P | 2020-02-06 | 2020-06-01 | $117,820 | $185,089 | -$67,269 | -$67,269 |
| RAYTHEON CO NEW | P | 2019-04-02 | 2020-02-06 | $91,437 | $74,257 | $17,180 | $17,180 |
| ROBERT HALF INTL INC | P | 2019-07-02 | 2020-02-06 | $46,550 | $45,213 | $1,337 | $1,337 |
| SMITH AO | P | 2020-06-01 | 2020-07-24 | $201,120 | $185,048 | $16,072 | $16,072 |
| SNAP ON INC | P | 2020-06-01 | 2020-07-24 | $195,630 | $184,703 | $10,927 | $10,927 |
| TIFFANY & CO NEW | P | 2019-04-02 | 2020-02-06 | $99,887 | $78,875 | $21,012 | $21,012 |
| VNGRD S&P 500 VAL | P | 2019-07-02 | 2020-02-06 | $306,038 | $273,990 | $32,048 | $32,048 |
| VNGRD S&P 500 VAL | P | 2019-10-02 | 2020-02-06 | $261,397 | $230,941 | $30,456 | $30,456 |
| VNGRD S&P 500 VAL | P | 2019-10-02 | 2020-07-24 | $454,795 | $468,475 | -$13,680 | -$13,680 |
| VNGRD S&P 500 VAL | P | 2020-06-01 | 2020-07-24 | $395,899 | $388,903 | $6,996 | $6,996 |
| WALGREENS BOOTS ALLIANCE | P | 2020-02-06 | 2020-05-13 | $134,949 | $185,073 | -$50,124 | -$50,124 |
| GARMIN LTD | P | 2020-06-01 | 2020-07-24 | $199,429 | $185,108 | $14,321 | $14,321 |
| COMCAST CORP A NEW | P | 2019-01-03 | 2020-02-06 | $106,610 | $82,415 | $24,195 | $24,195 |
| COMCAST CORP A NEW | P | 2019-01-03 | 2020-07-24 | $177,444 | $142,822 | $34,622 | $34,622 |
| DARDEN RESTAURANTS INC | P | 2018-07-03 | 2020-02-06 | $65,639 | $58,926 | $6,713 | $6,713 |
| DARDEN RESTAURANTS INC | P | 2018-07-03 | 2020-05-13 | $98,599 | $165,865 | -$67,266 | -$67,266 |
| EMERSON ELECTRIC CO | P | 2017-02-02 | 2020-02-06 | $94,484 | $73,588 | $20,896 | $20,896 |
| EMERSON ELECTRIC CO | P | 2017-02-02 | 2020-07-24 | $50,280 | $46,425 | $3,855 | $3,855 |
| EMERSON ELECTRIC CO | P | 2017-04-25 | 2020-07-24 | $106,139 | $101,958 | $4,181 | $4,181 |
| JOHNSON & JOHNSON | P | 2019-03-04 | 2020-07-24 | $177,729 | $166,625 | $11,104 | $11,104 |
| PROCTOR & GAMBLE CO | P | 2016-03-02 | 2020-02-06 | $135,230 | $87,641 | $47,589 | $47,589 |
| PROCTOR & GAMBLE CO | P | 2016-03-02 | 2020-07-24 | $49,512 | $32,484 | $17,028 | $17,028 |
| PROCTOR & GAMBLE CO | P | 2017-04-25 | 2020-07-24 | $133,078 | $95,014 | $38,064 | $38,064 |
| PUBLIC STORAGE INC | P | 2019-07-02 | 2020-07-24 | $152,875 | $199,300 | -$46,425 | -$46,425 |
| RAYTHEON TECHS GROUP | P | 2019-04-02 | 2020-04-03 | $9 | $15 | -$6 | -$6 |
| RAYTHEON TECHS GROUP | P | 2019-04-02 | 2020-05-04 | $109,477 | $150,355 | -$40,878 | -$40,878 |
| ROBERT HALF INTL INC | P | 2019-07-02 | 2020-07-24 | $161,693 | $179,681 | -$17,988 | -$17,988 |
| SPDR S&P 500 | P | 2010-02-11 | 2020-01-27 | $62,530 | $20,652 | $41,878 | $41,878 |
| SPDR S&P 500 | P | 2010-02-11 | 2020-01-27 | $70,306 | $23,220 | $47,086 | $47,086 |
| SPDR S&P 500 | P | 2010-02-11 | 2020-01-27 | $523,571 | $172,917 | $350,654 | $350,654 |
| SNAP ON INC | P | 2019-01-03 | 2020-02-06 | $59,146 | $54,311 | $4,835 | $4,835 |
| SNAP ON INC | P | 2019-01-03 | 2020-05-14 | $135,928 | $170,271 | -$34,343 | -$34,343 |
| TEXAS INSTRUMENTS INC | P | 2017-03-02 | 2020-02-06 | $180,883 | $107,190 | $73,693 | $73,693 |
| TEXAS INSTRUMENTS INC | P | 2017-03-02 | 2020-07-24 | $20,989 | $12,694 | $8,295 | $8,295 |
| TEXAS INSTRUMENTS INC | P | 2017-04-25 | 2020-07-24 | $160,523 | $101,083 | $59,440 | $59,440 |
| TIFFANY & CO NEW | P | 2019-04-02 | 2020-04-24 | $173,749 | $146,104 | $27,645 | $27,645 |
| V F CORP | P | 2018-10-02 | 2020-02-06 | $16,393 | $17,193 | -$800 | -$800 |
| V F CORP | P | 2018-10-02 | 2020-06-01 | $128,190 | $193,534 | -$65,344 | -$65,344 |
| VNGRD S&P 500 VAL | P | 2019-01-03 | 2020-02-06 | $506,860 | $385,588 | $121,272 | $121,272 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,291,897 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $24,048 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $24,048 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $24,048 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $23,312 | 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 | $23,312 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $736 | 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 | IONBANK.COM/ABOUT-US/FOUNDATION/ | WebsiteAddressTxt |
| Individual With Books | ION BANK | IndividualWithBooksNm |
| Phone | 2037295291 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 251 CHURCH ST | AddressLine1Txt |
| City | NAUGATUCK | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06770 | 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 (11 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 |
|---|---|---|---|---|---|---|---|---|
| CHARLES J BOULIER III | ||||||||
| 251 CHURCH ST | NAUGATUCK | CT | 06770 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| DAVID J ROTATORI | ||||||||
| 251 CHURCH ST | NAUGATUCK | CT | 06770 | DIRECTOR & PRESIDENT | 0.00 | $0 | $0 | $0 |
| MARK C YANARELLA | ||||||||
| 251 CHURCH ST | NAUGATUCK | CT | 06770 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| STEPHEN WIDMAN | ||||||||
| 251 CHURCH ST | NAUGATUCK | CT | 06770 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| LUCILLE JANATKA | ||||||||
| 251 CHURCH ST | NAUGATUCK | CT | 06770 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| DAVID NURNBERGER | ||||||||
| 251 CHURCH ST | NAUGATUCK | CT | 06770 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| KATHLEEN MCPADDEN | ||||||||
| 251 CHURCH ST | NAUGATUCK | CT | 06770 | OFFICER | 0.00 | $0 | $0 | $0 |
| GARY O'CONNOR | ||||||||
| 251 CHURCH ST | NAUGATUCK | CT | 06770 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| ANDREW SKIPP | ||||||||
| 251 CHURCH ST | NAUGATUCK | CT | 06770 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| WILLIAM SAMUELSON | ||||||||
| 251 CHURCH ST | NAUGATUCK | CT | 06770 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| PATRICK CHARMEL | ||||||||
| 251 CHURCH ST | NAUGATUCK | CT | 06770 | DIRECTOR | 0.00 | $0 | $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 | $10,667,531 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $654,761 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,322,292 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,322,292 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $169,834 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,152,458 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $557,623 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $557,623 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $24,048 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $24,048 | TotalTaxAmt |
| Distributable Before Adj | $533,575 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $533,575 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $533,575 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,023,478 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,023,478 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,023,478 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $533,575 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $104,333 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $97,820 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $69,001 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $44,368 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $172,399 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $487,921 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,023,478 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $533,575 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $489,903 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $977,824 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $104,333 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $873,491 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $97,820 | ExcessFromYear4Amt |
| Excess From Year3 | $69,001 | ExcessFromYear3Amt |
| Excess From Year2 | $44,368 | ExcessFromYear2Amt |
| Excess From Year1 | $172,399 | ExcessFromYear1Amt |
| Excess From Current Year | $489,903 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KATHLEEN MCPADDEN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1430 NEW HAVEN ROAD PO BOX 370 | AddressLine1Txt |
| City | NAGATUCK | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06770 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8888914219 | RecipientPhoneNum |
| Recipient Email Address | GRANTS@IONBANK.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | SEE ATTACHED GRANT APPLICATION (AVAILABLE ON WEB-SITE) | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE ATTACHED GRANT GUIDELINES (AVAILABLE ON WEB-SITE) | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE ATTACHED GRANT GUIDELINES (AVAILABLE ON WEB-SITE) | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (336 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| ACTS 4 MINISTRY | |||||
| PO BOX 4524 | WATERBURY | CT | 06704 | COMMUNITY AWARDS PROGRAM | $425 |
| ADAM WYSOTA FOUNDATION DBA ADAM'S HOUSE | |||||
| 241 CORAM AVE | SHELTON | CT | 06484 | COMMUNITY AWARDS PROGRAM | $150 |
| ANIMAL RESCUE FOUNDAION INC | |||||
| 366 MAIN STREET | TERRYVILLE | CT | 06786 | CONTRIBUTION | $550 |
| ANN'S PLACE INC | |||||
| 35 NORTH MAIN ST SUITE 39A | SOUTHINGTON | CT | 06489 | CONTRIBUTION | $500 |
| BOY SCOUTS OF AMERICA 69 HOUSATONIC COUNCIL | |||||
| 111 NEW HAVE AVE | DERBY | CT | 06418 | COMMUNITY AWARDS PROGRAM | $150 |
| BOYS & GIRLS CLUB OF MERIDEN | |||||
| 15 LINCOLN ST | MERIDEN | CT | 06451 | GRANT | $10,000 |
| BOYS AND GIRLS CLUB OF GREATER WATERBURY | |||||
| 1037 EAST MAIN ST | WATERBURY | CT | 06705 | COMMUNITY AWARDS PROGRAM | $150 |
| BRASS CITY HARVEST | |||||
| 86 BANK ST PO BOX 11115 | WATERBURY | CT | 06703 | GRANT | $10,000 |
| CCS CHILDRENS COMMUNITY SCHOOL | |||||
| 31 WOLCOTT ST PO BOX 1746 | WATERBURY | CT | 06706 | CONTRIBUTION | $6,684 |
| CENTRAL CT COAST YMCA | |||||
| 1240 CHAPEL STREET | NEW HAVEN | CT | 06511 | CONTRIBUTION | $150 |
| CHESHIRE COMMUNITY FOOD PANTRY | |||||
| 175 SANDBANK ROAD | CHESHIRE | CT | 06410 | CONTRIBUTION | $600 |
| CHESHIRE FOOD DRIVE INC | |||||
| PO BOX 925 | CHESHIRE | CT | 06410 | COMMUNITY AWARDS PROGRAM | $200 |
| CHILD GUIDANCE CLINIC OF CENTRAL CT INC | |||||
| 384 PRATT ST | MERIDEN | CT | 06450 | COMMUNITY AWARDS PROGRAM | $150 |
| CHILDRENS CENTER OF HAMDEN | |||||
| 1400 WHITNEY AVE | HAMDEN | CT | 06751 | COMMUNITY AWARDS PROGRAM | $150 |
| CHRIST EPISCOPAL CHURCH | |||||
| 56 SOUTH CLIFF ST | ANSONIA | CT | 06401 | COMMUNITY AWARDS PROGRAM | $150 |
| CLUBE UNIAO PORTUGESA | |||||
| 110 RUBBER AVE | NAUGATUCK | CT | 06770 | GRANT | $2,500 |
| COMMUNITY SOUP KITCHEN INC | |||||
| 84 BROADWAY | NEW HAVEN | CT | 06511 | GRANT | $10,000 |
| COMMUNITY THEATRE AT WOODBURY INC | |||||
| PO BOX 274 | WOODBURY | CT | 06798 | CONTRIBUTION | $250 |
| CONNECTICUT COMMUNITY FOUNDATION | |||||
| 43 FIELD STREET | WATERBURY | CT | 06702 | GIVE LOCAL 2020 | $29,721 |
| CONNECTICUT RIVERS COUNCIL BOYS SCOUTSOF AMERICA | |||||
| 60 DARLIN STREET | EAST HARTFORD | CT | 06128 | COMMUNITY AWARDS PROGRAM | $150 |
| CROSS OF THE CHRIST LUTHERAN CHURCH | |||||
| 1555 HAMILTON AVE | WATERBURY | CT | 06706 | COMMUNITY AWARDS PROGRAM | $150 |
| DANA FARBER CANCER INSTITUTE INC | |||||
| 450 BROOKLINE AVENUE | BOSTON | MA | 02215 | "CONTRIBUTION" | $500 |
| DAVID S MILES AMERICAN LEGION | |||||
| POST 174 43 OXFORD RD | OXFORD | CT | 06478 | CONTRIBUTION | $1,400 |
| DERBY HISTORICAL SOCIETY | |||||
| 37 ELM ST | ANSONIA | CT | 06401 | COMMUNITY AWARDS PROGRAM | $150 |
| DOWNTOWN EVENING SOUP KITCHEN | |||||
| PO BOX 1478 | NEW HAVEN | CT | 06506 | GRANT | $3,500 |
| FAMILY INTERVENTION CENTER | |||||
| 22 CHASE RIVER RD | WATERBURY | CT | 06704 | COMMUNITY AWARDS PROGRAM | $200 |
| FARMINGTON FOOD PANTRY INC | |||||
| PO BOX 84 | FARMINGTON | CT | 06304 | GRANT | $5,000 |
| FARMINGTON ROTARY CLUB FOUNDATION | |||||
| 222 MAIN ST SUITE 258 | FARMINGTON | CT | 06032 | COMMUNITY AWARDS PROGRAM | $225 |
| FIRST CONGREGATIONAL CHURCH | |||||
| 111 CHURCH DRIVE | CHESHIRE | CT | 06410 | COMMUNITY AWARDS PROGRAM | $150 |
| FUTBOL FRIENDS INTERNATIONAL | |||||
| 270 MAIN ST SOUTH | WOODBURY | CT | 06751 | COMMUNITY AWARDS PROGRAM | $150 |
| GIL FOUNDATION INC | |||||
| PO BOX 7331 | PROSPECT | CT | 06712 | COMMUNITY AWARDS PROGRAM | $450 |
| GIRLS INC OF WESTERN CONNECTICUT | |||||
| 35 PARK PLACE | WATERBURY | CT | 06702 | COMMUNITY AWARDS PROGRAM | $150 |
| GRANVILLE ACADEMY OF WATERBURY | |||||
| PO BOX 2891 | WATERBURY | CT | 06723 | COMMUNITY AWARDS PROGRAM | $150 |
| GREATER WATERBURY INTERFAITH MINISTRIES INC | |||||
| 770 EAST MAIN ST | WATERBURY | CT | 06702 | GRANT | $10,000 |
| GREATER WATERBURY INTERFAITH MINISTRIES INC | |||||
| 770 EAST MAIN ST | WATERBURY | CT | 06702 | COMMUNITY AWARDS PROGRAM | $200 |
| GRIFFIN HOSPITAL DEVELOPMENT FUND INC | |||||
| 130 DAVIDSON ST | DERBY | CT | 06418 | COVID-19 | $25,000 |
| GRIFFIN HOSPITAL DEVELOPMENT FUND INC | |||||
| 130 DAVIDSON ST | DERBY | CT | 06418 | COVID-19 | $5,000 |
| GRIFFIN HOSPITAL DEVELOPMENT FUND INC | |||||
| 130 DIVISION ST | DERBY | CT | 06418 | CONTRIBUTION | $7,500 |
| HILLSIDE INTERMEDIATE SCHOOL | |||||
| 51 HILLSIDE AVE | NAUGATUCK | CT | 06770 | GRANT | $2,000 |
| KITTY KAT RESCUE INC | |||||
| 77 WARM EARTH RD | NAUGATUCK | CT | 06770 | COMMUNITY AWARDS PROGRAM | $625 |
| LADIES ANCIENT ORDER OF HIBERNIANS | |||||
| 99 DEEPWOOD ROAD | NAUGATUCK | CT | 06770 | COMMUNITY AWARDS PROGRAM | $200 |
| LEUKEMIA & LYMPHOMA SOCIETY | |||||
| 3 LANDMARK SQUARE | STAMFORD | CT | 06901 | COMMUNITY AWARDS PROGRAM | $275 |
| LITERACY VOLUNTEERS OF GREATER NEW HAVEN | |||||
| 5 SCIENCE PARK | NEW HAVEN | CT | 06511 | CONTRIBUTION | $4,000 |
| LOCAL INITIATIVE SUPPORT CORPORATION | |||||
| 75 CHARTER OAK AVE SUITE 2-250 | HARTFORD | CT | 06106 | GRANT | $2,500 |
| MAIN STREET BALLET COMPANY | |||||
| 124 S POMPERAUG AVENUE | WOODBURY | CT | 06798 | CONTRIBUTION | $150 |
| MASTERS MANNA INC | |||||
| 46 NO PLAINS INDUSTRIAL RD | WALLINGFORD | CT | 06492 | COMMUNITY AWARDS PROGRAM | $150 |
| MATTATUCK MUSEUM | |||||
| 63 PROSPECT ST | WATERBURY | CT | 06702 | COMMUNITY AWARDS PROGRAM | $150 |
| MATTATUCK MUSEUM | |||||
| 63 PROSPECT ST | WATERBURY | CT | 06702 | CONTRIBUTION | $1,000 |
| MERIDEN CHILDREN FIRST | |||||
| 165 MILLER ST | MERIDEN | CT | 06450 | COMMUNITY AWARDS PROGRAM | $150 |
| MERIDEN HISTORICAL SOCIETY INC | |||||
| PO BOX 3005 | MERIDEN | CT | 06450 | CONTRIBUTION | $225 |
| MERIDEN YOUTH TRAVEL BASEBALL | |||||
| PO BOX 622 | MERIDEN | CT | 06450 | COMMUNITY AWARDS PROGRAM | $150 |
| MIDSTATE MEDICAL CENTER | |||||
| 435 LEWIS AVENUE | MERIDEN | CT | 06451 | CONTRIBUTION | $2,500 |
| NAMI WATERBURY | |||||
| PO BOX 662 | WATERTOWN | CT | 06795 | COMMUNITY AWARDS PROGRAM | $225 |
| NAUGATUCK COMMUNITY BAND | |||||
| 67 SUMMERFIELD ST | NAUGATUCK | CT | 06770 | CONTRIBUTION | $225 |
| NAUGATUCK ECONOMIC DEVELOPMENT CORPORATION | |||||
| 270 CHURCH STREET | NAUGATUCK | CT | 06770 | CONTRIBUTION | $10,500 |
| NAUGATUCK EDUCATION FOUNDATION | |||||
| PO BOX 1717 | NAUGATUCK | CT | 06770 | COMMUNITY AWARDS PROGRAM | $150 |
| NAUGATUCK HISTORICAL SOCIETY MUSEUM | |||||
| PO BOX 317 | NAUGATUCK | CT | 06770 | GRANT | $500 |
| NAUGATUCK LIONS CLUB | |||||
| 1101 MERIDEN RD | WATERBURY | CT | 06705 | COMMUNITY AWARDS PROGRAM | $150 |
| NAUGATUCK POP WARNER INC | |||||
| PO BOX 692 | NAUGATUCK | CT | 06770 | COMMUNITY AWARDS PROGRAM | $150 |
| NAUGATUCK ROTARTY CLUB | |||||
| PO BOX 484 | NAUGATUCK | CT | 06770 | COMMUNITY AWARDS PROGRAM | $150 |
| NAUGATUCK SENIOR CENTER | |||||
| 80 SAW MILL RD | DANBURY | CT | 06810 | CONTRIBUTION | $2,000 |
| NAUGATUCK SPECIAL OLYMPICS | |||||
| 111 DUNN AVE | NAUGATUCK | CT | 06770 | COMMUNITY AWARDS PROGRAM | $700 |
| NAUGATUCK VALLEY COMMUNITY COLLEGE FOUNDATION | |||||
| 750 CHASE PARKWAY | WATERBURY | CT | 06708 | GRANT | $2,000 |
| NAUGATUCK YMCA | |||||
| 284 CHURCH ST | NAUGATUCK | CT | 06770 | COMMUNITY AWARDS PROGRAM | $1,100 |
| NAUGATUCK YMCA | |||||
| 284 CHURCH ST | NAUGATUCK | CT | 06770 | COMMUNITY AWARDS PROGRAM | $925 |
| NEIGHBORHOOD HOUSING SERV OF WTBY INC | |||||
| 193 GRAND ST | WATERBURY | CT | 06702 | COMMUNITY AWARDS PROGRAM | $150 |
| NEIGHBORHOOD HOUSING SERV OF WTBY INC | |||||
| 193 GRAND ST | WATERBURY | CT | 06702 | GRANT | $15,000 |
| NEIGHBORHOOD HOUSING SERV OF WTBY INC | |||||
| 193 GRAND ST | WATERBURY | CT | 06702 | GRANT | $10,000 |
| OXFORD HISTORICAL SOCIETY INC | |||||
| PO BOX 582 | OXFORD | CT | 06478 | GRANT | $500 |
| OXFORD LAND TRUST | |||||
| PO BOX 616 | OXFORD | CT | 06478 | COMMUNITY AWARDS PROGRAM | $250 |
| PHOENIX STAGE COMPANY | |||||
| PO BOX 344 | NAUGATUCK | CT | 06770 | COMMUNITY AWARDS PROGRAM | $250 |
| POLICE ACTIVITY LEAGUE OF WATERBURY INC | |||||
| 64 DIVISION STREET | WATERBURY | CT | 06704 | CONTRIBUTION | $10,000 |
| PROJECT PURPLE INC | |||||
| PO BOX 884 | SEYMOUR | CT | 06483 | CONTRIBUTION | $1,000 |
| PROSPECT CONGREGATIONAL CHURCH | |||||
| 25 CENTER ST | PROSPECT | CT | 06712 | CONTRIBUTION | $2,500 |
| RANDOM HACKS OF KINDNESS JUNIOR INC | |||||
| 6 WOODS WAY | WOODBURY | CT | 06798 | CONTRIBUTION | $150 |
| REGION 15 - PROJCT PANTHER | |||||
| 99 LITTLE FOX LANE | SOUTHBURY | CT | 06488 | CONTRIBUTION | $150 |
| ROCHAMBEAU MIDDLE SCHOOL PTO INC | |||||
| 100 PETER ROAD | SOUTHBURY | CT | 06488 | CONTRIBUTION | $150 |
| ROTARY CLUB OF WOODBURY SOUTHBURY MIDDLEBURY | |||||
| PO BOX 956 | SOUTHBURY | CT | 06488 | COMMUNITY AWARDS PROGRAM | $150 |
| SAFE HAVEN OF GREATER WATERBURY INC | |||||
| 29 CERNTRAL AVE PO BOX 1503 | WATERBURY | CT | 06721 | COMMUNITY AWARDS PROGRAM | $425 |
| SAINT MARYS HOSPITAL FOUNDATION | |||||
| 56 FRANKLIN ST | WATERBURY | CT | 06706 | CONTRIBUTION | $2,500 |
| SEABURY SOCIETY FOR THE PRESERVATION OF GLEBE HOUSE | |||||
| 49 HALLOW RD | WOODBURY | CT | 06798 | CONTRIBUTION | $1,000 |
| SEEDS OF HOPE FOR HAITI INC | |||||
| 910 MAIN STREET SOUTH | SOUTHBURY | CT | 06488 | COMMUNITY AWARDS PROGRAM | $150 |
| SERVICE AFTER SERVICE | |||||
| 415 HOWE AVE STE 311 | SHELTON | CT | 06484 | CONTRIBUTION | $150 |
| SEVEN ANGELS THEATER HAMILTON PARK PAVILLION | |||||
| PO BOX 3358 | WATERBURY | CT | 06705 | COMMUNITY AWARDS PROGRAM | $800 |
| SEYMOUR LIONS CLUB INC | |||||
| 26 GEORGE STREET | SEYMOUR | CT | 06483 | COMMUNITY AWARDS PROGRAM | $150 |
| SEYMOUR TRADITION INC | |||||
| 27 WOOD ST | SEYMOUR | CT | 06483 | COMMUNITY AWARDS PROGRAM | $150 |
| SOUTHMAYD HOME INC | |||||
| 250 COLUMBIA BLVD | WATERBURY | CT | 06710 | COMMUNITY AWARDS PROGRAM | $150 |
| ST MICHAELS PARISH | |||||
| 210 CHURCH STREET | NAUGATUCK | CT | 06770 | COMMUNITY AWARDS PROGRAM | $250 |
| ST PETER & PAUL UKRAINIAN GREEK CATHOLIC CHURCH | |||||
| 105 CLIFTON AVE | ANSONIA | CT | 06401 | COMMUNITY AWARDS PROGRAM | $250 |
| ST JOSEPH CHURCH | |||||
| 32 JEWETT STREET | ANSONIA | CT | 06401 | COMMUNITY AWARDS PROGRAM | $300 |
| ST VINCENT DEPAUL MISSION OF WATERBURY | |||||
| PO BOX 1612 | WATERBURY | CT | 06721 | GRANT | $10,000 |
| STAYWELL HEALTHCARE INC | |||||
| 80 PHEONIX AVE | WATERBURY | CT | 06702 | COMMUNITY AWARDS PROGRAM | $150 |
| SUMMER CAMPERSHIP FUND | |||||
| 500 WEST MAIN ST | MERIDEN | CT | 06451 | CONTRIBUTION | $2,500 |
| TEAM INC | |||||
| 30 ELIZABETH ST | DERBY | CT | 06418 | COMMUNITY AWARDS PROGRAM | $150 |
| THANK DOG RESCUE | |||||
| PO BOX 124 | NEWTOWN | CT | 06740 | COMMUNITY AWARDS PROGRAM | $400 |
| THE CONGREGATIONAL CHURCH OF NAUG | |||||
| 9 DIVISION ST | NAUGATUCK | CT | 06770 | COMMUNITY AWARDS PROGRAM | $425 |
| THE SALVATION ARMY | |||||
| 74 CENTRAL AVE | WATERBURY | CT | 06702 | GRANT | $10,000 |
| THE SUSIE FOUNDATION | |||||
| 15 CARLETON RD | WEST HARTFORD | CT | 06107 | COMMUNITY AWARDS PROGRAM | $400 |
| TROUT UNLIMITED | |||||
| PO BOX 100 | MIDDLEBURY | CT | 06762 | CONTRIBUTION | $275 |
| ULBRICH BOYS AND GIRLS CLUB | |||||
| 72 GRAND STREET | WALLINGFORD | CT | 06492 | COMMUNITY AWARDS PROGRAM | $150 |
| UNITED CHIRCH OF CHRIST SOUTHBURY | |||||
| 283 MAIN ST NORTH | SOUTHBURY | CT | 06488 | CONTRIBUTION | $150 |
| UNITED WAY OF CENTRAL AND NORTHEASTERN CT | |||||
| 30 LAUREL ST 1 | HARFORD | CT | 06106 | ANNUAL - 2020 CAMPAIGN | $4,000 |
| UNITED WAY OF CENTRAL AND NORTHEASTERN CT | |||||
| 30 LAUREL ST 1 | HARTFORD | CT | 06106 | COVID-19 | $8,000 |
| UNITED WAY OF GREATER NEW HAVEN | |||||
| 370 JAMES ST- STE 403 | NEW HAVEN | CT | 06513 | ANNUAL - 2020 CAMPAIGN | $3,350 |
| UNITED WAY OF GREATER NEW HAVEN | |||||
| 370 JAMES ST | NEW HAVEN | CT | 06513 | COVID-19 | $7,000 |
| UNITED WAY OF GREATER NEW HAVEN | |||||
| 370 JAMES ST - STE 403 | NEW HAVEN | CT | 06513 | ANNUAL - 2020 CAMPAIGN | $3,000 |
| UNITED WAY OF GREATER WATERBURY | |||||
| 100 NORTH ELM ST | WATERBURY | CT | 06702 | ANNUAL - 2020 CAMPAIGN | $26,500 |
| UNITED WAY OF GREATER WATERBURY | |||||
| 100 NORTH ELM ST | WATERBURY | CT | 06702 | COVID-19 | $60,000 |
| UNITED WAY OF GREATER WATERBURY | |||||
| 100 NORTH ELM ST | WATERBURY | CT | 06702 | COMMUNITY AWARDS PROGRAM | $150 |
| UNITED WAY OF GREATER WATERBURY | |||||
| 100 NORTH ELM ST | WATERBURY | CT | 06702 | GRANT | $20,000 |
| UNITED WAY OF GREATER WATERBURY | |||||
| 100 NORTH ELM ST | WATERBURY | CT | 06702 | GRANT | $2,500 |
| UNITED WAY OF GREATER WATERBURY | |||||
| 100 NORTH ELM ST | WATERBURY | CT | 06702 | CONTRIBUTION | $7,500 |
| UNITED WAY OF GREATER WATERBURY | |||||
| 100 NORTH ELM ST | WATERBURY | CT | 06702 | CONTRIBUTION | $3,000 |
| UNITED WAY OF MERIDEN & WALLINGFORD INC | |||||
| 35 PLEASANT ST SUITE 1E | MERIDEN | CT | 06450 | COVID-19 | $4,000 |
| UNITED WAY OF NAUGATUCK & BEACON FALLS | |||||
| 270 CHURCH STREET | NAUGATUCK | CT | 06770 | ANNUAL - 2020 CAMPAIGN | $65,000 |
| UNITED WAY OF NAUGATUCK & BEACON FALLS | |||||
| 270 CHURCH STREET | NAUGATUCK | CT | 06770 | COMMUNITY AWARDS PROGRAM | $150 |
| UNITED WAY OF NAUGATUCK & BEACON FALLS | |||||
| 270 CHURCH STREET | NAUGATUCK | CT | 06770 | COVID-19 | $60,000 |
| UNITED WAY OF NAUGATUCK & BEACON FALLS | |||||
| 270 CHRUCH ST | NAUGATUCK | CT | 06770 | ANNUAL - 2020 CAMPAIGN | $5,000 |
| UNITED WAY OF SOUTHEASTERN CONNECTICUT | |||||
| 283 STODDARDS WARF RD | GALES FERRY | CT | 06335 | COVID-19 | $4,000 |
| UNITED WAY OF SOUTHINGTON INC | |||||
| 35 NORTH MAIN ST SUITE 39A | SOUTHINGTON | CT | 06489 | COVID-19 | $2,000 |
| VALLEY UNITED WAY | |||||
| 54 GROVE ST | SHELTON | CT | 06484 | ANNUAL - 2020 CAMPAIGN | $7,800 |
| VALLEY UNITED WAY | |||||
| 54 GROVE ST | SHELTON | CT | 06484 | COVID-19 | $7,000 |
| VOLUNTEER FIRE DEPARTMENT | |||||
| PO BOX 7001 | PROSPECT | CT | 06712 | COMMUNITY AWARDS PROGRAM | $825 |
| WATERBURY SYMPHONY ORCHESTRA | |||||
| 160 ROBBINS ST | WATERBURY | CT | 06708 | COMMUNITY AWARDS PROGRAM | $150 |
| WATERBURY YOUTH SERVICES INC | |||||
| 83 PROSPECT ST | WATERBURY | CT | 06702 | CONTRIBUTION | $4,100 |
| WATERTOWN HISTORICAL SOCIETY | |||||
| PO BOX 853 | WATERTOWN | CT | 06795 | COMMUNITY AWARDS PROGRAM | $150 |
| WHERE THE LOVE IS INC | |||||
| 2676 WHITNEY AVE | HAMDEN | CT | 06518 | COMMUNITY AWARDS PROGRAM | $300 |
| WOODBURY LIONS CLUB FOUNDATION INC | |||||
| PO BOX 314 | WOODBURY | CT | 06798 | COMMUNITY AWARDS PROGRAM | $275 |
| ABILITIES WITHOUT BOUNDARIES | |||||
| 615 WEST JOHNSON AVE | CHESHIRE | CT | 06410 | COMMUNITY AWARDS PROGRAM | $175 |
| ACES EDUCATION FUND | |||||
| 350 STATE STREET | NORTH HAVEN | CT | 06473 | COMMUNITY AWARDS PROGRAM | $1,825 |
| ADAM WYSOTA FOUNDATION DBA ADAM'S HOUSE | |||||
| 241 CORAM AVE | SHELTON | CT | 06484 | CONTRIBUTION | $2,000 |
| AFTER SCHOOL ARTS PROGRAM INC | |||||
| 6 BEE BROOK RD PO BOX 15 | WASHINGTON DEPOT | CT | 06794 | CONTRIBUTION | $1,250 |
| AGENCY ON AGING OF SOUTH CENTRAL CT | |||||
| 117 WASHINGTON AVE SUITE 17 | NORTH HAVEN | CT | 06473 | GRANT | $2,500 |
| AMERICAN CANCER SOCIETY | |||||
| 111 FOUNDERS PLAZA | EAST HARTFORD | CT | 06108 | CONTRIBUTION | $1,000 |
| ANNIE C COURTNEY FOUNDATION | |||||
| 15 BODEN ST 8 | WATERBURY | CT | 06704 | COMMUNITY AWARDS PROGRAM | $150 |
| ANSONIA ROTARY CLUB | |||||
| PO BOX 575 | ANSONIA | CT | 06401 | COMMUNITY AWARDS PROGRAM | $825 |
| ARE YOU DENSE INC | |||||
| 96 ROWLEY RD | WOODBURY | CT | 06798 | COMMUNITY AWARDS PROGRAM | $150 |
| AREA COOPERTAIVE EDUCATIONAL SERVICES | |||||
| 350 STATE STREET | NORTH HAVEN | CT | 06473 | CONTRIBUTION | $150 |
| BALL & SOCKET ART INC | |||||
| PO BOX 128 | CHESHIRE | CT | 06410 | COMMUNITY AWARDS PROGRAM | $175 |
| BEACON FALLS CONGREGATIONAL CHURCH | |||||
| 69 WOLF AVE | BEACON FALLS | CT | 06403 | COMMUNITY AWARDS PROGRAM | $750 |
| BEACON FALLS HISTORICAL SOCIETY INC | |||||
| PO BOX 1717 | BEACON FALLS | CT | 06403 | CONTRIBUTION | $150 |
| BEAT THE STREET COMMUNITY CENTER INC | |||||
| 121 SOUTH COLONY ST | MERIDEN | CT | 06405 | GRANT | $2,000 |
| BETHANY HISTORICAL SOCIETY INC | |||||
| 521 AMITY ROAD | BETHANY | CT | 06524 | CONTRIBUTION | $175 |
| BETTER DAYS RESCUE FUND | |||||
| 229 BEACON POND RD | WOODBURY | CT | 06798 | COMMUNITY AWARDS PROGRAM | $900 |
| BOY SCOUT TROUP 138 | |||||
| 210 CHURCH ST | NAUGATUCK | CT | 06770 | COMMUNITY AWARDS PROGRAM | $300 |
| BOYS & GIRLS CLUB OF GREATER WTBY | |||||
| 1037 EAST MAIN ST | WATERBURY | CT | 06705 | GRANT | $2,000 |
| BOYS & GIRLS CLUB OF MERIDEN | |||||
| 15 LINCOLN ST | MERIDEN | CT | 06451 | COMMUNITY AWARDS PROGRAM | $350 |
| BOYS & GIRLS CLUB OF MERIDEN | |||||
| 15 LINCOLN ST | MERIDEN | CT | 06451 | CONTRIBUTION | $5,000 |
| BRASS CITY HARVEST | |||||
| 86 BANK STREET PO BOX 11115 | WATERBURY | CT | 06703 | COMMUNITY AWARDS PROGRAM | $150 |
| BRASS CITY RESCUE ALLIANCE | |||||
| 2 SERVICE RD | MIDDLEBURY | CT | 06762 | COMMUNITY AWARDS PROGRAM | $575 |
| BRISTOL CHAMBER OF COMMERCE INC | |||||
| 440 N MAIN STREET | BRISTOL | CT | 06010 | CONTRIBUTION | $1,000 |
| CALVERY CHAPEL SOUTHBURY | |||||
| 134 MAIN STREET SOUTH | SOUTHBURY | CT | 06488 | COMMUNITY AWARDS PROGRAM | $200 |
| CAMP RISING RUN | |||||
| PO BOX 472 | BRANFORD | CT | 06410 | COMMUNITY AWARDS PROGRAM | $150 |
| CANCERCARES CONNECTICUT OFFICE | |||||
| 275 SEVENTH AVE 22 FL | NEW YORK | NY | 10001 | COMMUNITY AWARDS PROGRAM | $150 |
| CANCERCARES CONNECTICUT OFFICE | |||||
| 275 SEVENTH AVE 22 FL | NEW YORK | NY | 10001 | CONTRIBUTION | $1,500 |
| CAPITAL FOR CHANGE INC | |||||
| 10 ALEXANDER DRIVE | WALLINGFORD | CT | 06492 | CONTRIBUTION | $5,000 |
| CCS CHILDRENS COMMUNITY SCHOOL | |||||
| 31 WOLCOTT ST PO BOX 1746 | WATERBURY | CT | 06721 | COMMUNITY AWARDS PROGRAM | $425 |
| CCS CHILDRENS COMMUNITY SCHOOL | |||||
| 31 WOLCOTT ST PO BOX 1746 | WATERBURY | CT | 06721 | CONTRIBUTION | $3,000 |
| CCS CHILDRENS COMMUNITY SCHOOL | |||||
| 31 WOLCOTT ST PO BOX 1746 | WATERBURY | CT | 06721 | GRANT | $5,000 |
| CHESHIRE COMMUNITY FOOD PANTRY | |||||
| 175 SANDBANK RD | CHESHIRE | CT | 06410 | COMMUNITY AWARDS PROGRAM | $400 |
| CHESHIRE COMMUNITY YMCA | |||||
| 965 SOUTH MAIN ST | CHESHIRE | CT | 06410 | COMMUNITY AWARDS PROGRAM | $400 |
| CHESHIRE COMMUNITY YMCA | |||||
| 965 SOUTH MAIN ST | CHESHIRE | CT | 06410 | CONTRIBUTION | $2,500 |
| CHESHIRE LAND TRUST INC | |||||
| PO BOX 781 | CHESHIRE | CT | 06410 | CONTRIBUTION | $150 |
| CHESHIRE STRAWBERRY FESTIVAL - FIRST CONGREGATION | |||||
| 111 CHURCH DRIVE | CHESHIRE | CT | 06410 | COMMUNITY AWARDS PROGRAM | $475 |
| CHILDREN IN PLACEMENT | |||||
| 155 EAST ST SUIE 202 | NEW HAVEN | CT | 06511 | GRANT | $5,500 |
| CHILDRENS LAW CENTER | |||||
| 30 ARBOR ST | HARTFORD | CT | 06106 | GRANT | $1,000 |
| CHURCH OF CHRIST CHRISTIAN | |||||
| 63 ANCIENT HIGHWAY | OXFORD | CT | 06478 | COMMUNITY AWARDS PROGRAM | $175 |
| COCOS ANIMAL RESCUE EFFORTS OF SEYMOUR DBA CARES | |||||
| 115 SILVERMINE RD | SEYMOUR | CT | 06483 | COMMUNITY AWARDS PROGRAM | $400 |
| COLUMBUS HOUSE INC | |||||
| 586 ELLA T GRASSO BLVD | NEW HAVEN | CT | 06519 | CONTRIBUTION | $5,000 |
| CT ASSOCIATION FOR HUMAN SERVICES INC | |||||
| 137 HAMILTON ST | HARTFORD | CT | 06106 | GRANT | $5,000 |
| CONNECTICUT COMMUNITY FOUNDATION | |||||
| 43 FIELD STREET | WATERBURY | CT | 06702 | GRANT | $50,000 |
| CONNECTICUT FOOD BANK | |||||
| 2 RESEARCH PKWY | WALLINGFORD | CT | 06492 | COMMUNITY AWARDS PROGRAM | $700 |
| CONNECTICUT FOOD BANK | |||||
| 2 RESEARCH PKWY | WALLINGFORD | CT | 06492 | GRANT | $2,500 |
| CROSS STREET INTERMEDIATE SCHOOL PTO | |||||
| 497 RUBBER AVE | NAUGATUCK | CT | 60770 | CONTRIBUTION | $725 |
| CT PARTNERSHIP FOR CHILDREN INC | |||||
| 98 OLIVER ST | NAUGATUCK | CT | 06770 | COMMUNITY AWARDS PROGRAM | $375 |
| CT PARTNERSHIP FOR CHILDREN INC | |||||
| 98 OLIVER ST | NAUGATUCK | CT | 06770 | GRANT | $5,000 |
| CT PARTNERSHIP FOR CHILDREN INC | |||||
| 154 BOWERS HILL RD | OXFORD | CT | 06478 | GRANT | $2,500 |
| CYB | |||||
| 575 HIGHLAND AVE 1ST FL LEFT | CHESHIRE | CT | 06410 | COMMUNITY AWARDS PROGRAM | $150 |
| EASTER SEALS | |||||
| 22 TOMPKINS ST | WATERBURY | CT | 06708 | COMMUNITY AWARDS PROGRAM | $250 |
| EASTER SEALS | |||||
| 22 TOMPKINS ST | WATERBURY | CT | 06708 | GRANT | $2,000 |
| ECUMENCIAL FOOD BANK INC | |||||
| PO BOX 796 | NAUGATUCK | CT | 06770 | COMMUNITY AWARDS PROGRAM | $450 |
| ECUMENCIAL FOOD BANK INC | |||||
| PO BOX 796 | NAUGATUCK | CT | 06770 | GRANT | $10,000 |
| FAMILY & CHILDREN AID | |||||
| 77 WEST ST | DANBURY | CT | 06810 | CONTRIBUTION | $2,500 |
| FARMINGTON PUBLIC SCHOOLS MUSIC DEPARTMENT | |||||
| 1 MONTEITH DR | FARMINGTON | CT | 06032 | CONTRIBUTION | $2,500 |
| FLANDERS NATURE CENTER | |||||
| 85 CHURCH HILL RD | WOODBURY | CT | 06798 | COMMUNITY AWARDS PROGRAM | $300 |
| FRANCISCAN LIFE CENTER | |||||
| 271 RINCH AVE | MERIDEN | CT | 06451 | CONTRIBUTION | $2,500 |
| FRANCISCAN LIFE CENTER | |||||
| 271 RINCH AVE | MERIDEN | CT | 06451 | COMMUNITY AWARDS PROGRAM | $750 |
| FRIENDS OF MERIDEN PUBLIC LIBRARY | |||||
| 1 COLONY ST | MERIDEN | CT | 06451 | COMMUNITY AWARDS PROGRAM | $150 |
| FRIENDS OF THE ANSONIA LIBRARY | |||||
| 53 SOUTH CLIFF ST | ANSONIA | CT | 06402 | COMMUNITY AWARDS PROGRAM | $175 |
| FRIENDS OF THE ANSONIA LIBRARY INC | |||||
| 10 DEERFIELD LANE | ANSONIA | CT | 06402 | COMMUNITY AWARDS PROGRAM | $250 |
| FRIENDS OF THE BEACON FALLS LIBRARY | |||||
| 10 MAPLE AVE | BEACON FALLS | CT | 06403 | COMMUNITY AWARDS PROGRAM | $450 |
| FRIENDS OF THE OXFORD LIBRARY | |||||
| 486 OXFORD RD | OXFORD | CT | 06478 | COMMUNITY AWARDS PROGRAM | $350 |
| FRIENDS OF THE WOODBURY SENIOR COMMUNITY | |||||
| 285 MAIN STREET SOUTH | WOODBURY | CT | 06798 | CONTRIBUTION | $150 |
| FUTBOL FRIENDS INTERNATIONAL | |||||
| 270 MAIN ST SOUTH | WOODBURY | CT | 06751 | COMMUNITY AWARDS PROGRAM | $150 |
| GALLERY 53 ARTS & CRAFTS ASSOC OF MERIDEN INC | |||||
| 53 COLONY ST | MERIDEN | CT | 06450 | COMMUNITY AWARDS PROGRAM | $200 |
| GAYLORD HOSPITAL INC | |||||
| 50 GAYLORD FARM RD | WALLINGFORD | CT | 06492 | COMMUNITY AWARDS PROGRAM | $200 |
| GRIL SCOUT OF CONNECTICUT INC | |||||
| 340 WASHINGTON ST | HARTFORD | CT | 06106 | CONTRIBUTION | $1,500 |
| GIRLS INC | |||||
| 130 LINCOLN ST | MERIDEN | CT | 06451 | COMMUNITY AWARDS PROGRAM | $175 |
| GRIL SCOUT OF CONNECTICUT INC | |||||
| 340 WASHINGTON ST | HARTFORD | CT | 06106 | COMMUNITY AWARDS PROGRAM | $150 |
| GREATER WATERBURY CAMPERSHIP FUND | |||||
| 389 MEADOW ST | WATERBURY | CT | 06702 | COMMUNITY AWARDS PROGRAM | $200 |
| GREATER WATERBURY CAMPERSHIP FUND | |||||
| 389 MEADOW ST | WATERBURY | CT | 06702 | CONTRIBUTION | $5,000 |
| GREATER WATERBURY INTERFAITH MINISTRIES INC | |||||
| 770 EAST MAIN ST | WATERBURY | CT | 06702 | CONTRIBUTION | $5,000 |
| GREATER WATERBURY YMCA | |||||
| 136 WEST MAIN ST | WATERBURY | CT | 06702 | COMMUNITY AWARDS PROGRAM | $150 |
| GRIFFIN HOSPITAL DEVELOPMENT FUND INC | |||||
| 130 DIVISION STREET | DERBY | CT | 06418 | COMMUNITY AWARDS PROGRAM | $475 |
| HABITAT FOR HUMANITY OF GREATER NEW HAVEN | |||||
| 37 UNION ST | NEW HAVEN | CT | 06511 | COMMUNITY AWARDS PROGRAM | $150 |
| HAMDEN HISTORICAL SOCIETY | |||||
| PO BOX 185512 | HAMDEN | CT | 06518 | GRANT | $500 |
| HEADS UP HARTFORD INC | |||||
| PO BOX 107 | BLOOMFIELD | CT | 06002 | CONTRIBUTION | $150 |
| HIDDEN ACRE | |||||
| PO BOX 1879 | NAUGATUCK | CT | 06770 | CONTRIBUTION | $7,500 |
| HIDDEN ACRES | |||||
| P O BOX 1879 | NAUGATUCK | CT | 06770 | COMMUNITY AWARDS PROGRAM | $825 |
| HILLSIDE CONVENETH CHURCH | |||||
| 100 HILLSIDE AVE | NAUGATUCK | CT | 06770 | COMMUNITY AWARDS PROGRAM | $450 |
| HILLTOP HOSE CO 5 | |||||
| 80 PULASKI HOGHWAY | ANSONIA | CT | 06401 | COMMUNITY AWARDS PROGRAM | $175 |
| HOOPS FOR LIFE | |||||
| 232 NORTH ELM STREET | WATERBURY | CT | 06702 | COMMUNITY AWARDS PROGRAM | $150 |
| HOPE FOR LIFE INC | |||||
| 110 MAIN STREET | CHESHIRE | CT | 06410 | CONTRIBUTION | $275 |
| HOUSE OF HEROES CONNECTICUT | |||||
| 3000 WHITNEY AVE SUITE 233 | HAMDEN | CT | 06518 | COMMUNITY AWARDS PROGRAM | $500 |
| HOWARD WHITTEMORE MEMORIAL LIBRARY | |||||
| 243 CHURCH ST | NAUGATUCK | CT | 06770 | COMMUNITY AWARDS PROGRAM | $600 |
| IMMANUEL LUTHERAN CHURCH | |||||
| 25 GREAT HILL RD | OXFORD | CT | 06478 | COMMUNITY AWARDS PROGRAM | $200 |
| IN A HEARTBEAT INC | |||||
| 30 DUTTON STREET | WALLINGFORD | CT | 06492 | CONTRIBUTION | $2,000 |
| JANE DOE NO MORE | |||||
| 203 CHRURCH ST | NAUGATUCK | CT | 06770 | COMMUNITY AWARDS PROGRAM | $700 |
| JANE DOE NO MORE | |||||
| 203 CHURCH ST | NAUGATUCK | CT | 06770 | GRANT | $5,000 |
| JUNIOR ACHIEVEMENT OF GREATER FAIRFIELD COUNTY | |||||
| 835 MAIN ST | BRIDGEPORT | CT | 06604 | GRANT | $2,000 |
| JUNIOR ACHIEVEMENT OF SOUTWEST NEW ENGLAND INC | |||||
| 70 FARMINGTON AVE | HARTFORD | CT | 06105 | CONTRIBUTION | $2,000 |
| KELLYS KIDS INC | |||||
| 9 SPRING RD | PROSPECT | CT | 06712 | COMMUNITY AWARDS PROGRAM | $175 |
| KUHN EMPLOYMENT OPPORTUNITY | |||||
| 1630 NORTH COLONY RD | MERIDEN | CT | 06450 | CONTRIBUTION | $1,923 |
| LIFE IN MY DAYS INC | |||||
| 12 DONALD TERRACE | WATERBURY | CT | 06705 | CONTRIBUTION | $2,500 |
| LITERACY VOLUNTEERS OF GREATER WATERBURY | |||||
| 267 GRAND ST | WATERBURY | CT | 06702 | COMMUNITY AWARDS PROGRAM | $475 |
| LITERACY VOLUNTEERS OF GREATER WATERBURY | |||||
| 267 GRAND ST | WATERBURY | CT | 06702 | GRANT | $10,000 |
| LITTLE BRITCHES THERAPEUTIC RIDING | |||||
| PO BOX 120 | WOODBURY | CT | 06798 | COMMUNITY AWARDS PROGRAM | $500 |
| LUTHERAN HOME OF SOUTHBURY | |||||
| 990 MAIN ST NORTH | SOUTHBURY | CT | 06488 | COMMUNITY AWARDS PROGRAM | $350 |
| MADRE LATINA ORGANIZATION INC | |||||
| PO BOX 3082 | WATERBURY | CT | 06705 | COMMUNITY AWARDS PROGRAM | $150 |
| MADRE LATINA ORGANIZATION INC | |||||
| PO BOX 3082 | WATERBURY | CT | 06705 | GRANT | $5,000 |
| MARIACHI ACADEMY OF NEW ENGLAND INC | |||||
| 32 MANOMET AVE | NORTH HAVEN | CT | 06473 | COMMUNITY AWARDS PROGRAM | $150 |
| MASTERS TABLE COMMUNITY MEALS INC | |||||
| 88 COMMODORE COMMONS | DERBY | CT | 06418 | COMMUNITY AWARDS PROGRAM | $150 |
| MATTATUCK HISTORICAL SOCIETYE | |||||
| 63 PRSPECT ST | WATERBURY | CT | 06702 | GRANT | $1,500 |
| MATTATUCK MUSEUM | |||||
| 63 PRSPECT ST | WATERBURY | CT | 06702 | CONTRIBUTION | $3,000 |
| MERIDEN CHILDREN FIRST | |||||
| 165 MILLER ST | MERIDEN | CT | 06450 | COMMUNITY AWARDS PROGRAM | $150 |
| MERIDEN HISTORICAL SOCIETY INC | |||||
| PO BOX 3005 | MERIDEN | CT | 06450 | GRANT | $500 |
| MERIDEN YMCA | |||||
| 110 W MAIN ST | MERIDEN | CT | 06451 | COMMUNITY AWARDS PROGRAM | $150 |
| MIDDLEBURY ELDERLY & SOCIAL SERVICES | |||||
| 1172 WHITTEMORE RD | MIDDLEBURY | CT | 06762 | COMMUNITY AWARDS PROGRAM | $1,850 |
| MIDDLEBURY VOLUNTEER FIRE DEPARTMENT | |||||
| 65 TUCKER HILL RD | MIDDLEBURY | CT | 06762 | COMMUNITY AWARDS PROGRAM | $825 |
| MIDSTATE ARC INC | |||||
| 220 RESEARCH PARKWAY | MERIDEN | CT | 06450 | COMMUNITY AWARDS PROGRAM | $150 |
| NATIONAL AUDOBON SOCIETY INC DBA AUDUBON CTR RIVER | |||||
| 185 EAST FLAT HILL RD | SOUTHBURY | CT | 06488 | COMMUNITY AWARDS PROGRAM | $150 |
| NATIONAL HONOR SOCIETY OF NAUGATUCK HS JDW CHAPTER | |||||
| 497 RUBBER AVENUE | NAUGATUCK | CT | 06770 | CONTRIBUTION | $250 |
| NAUGATUCK BEAUTIFICATION | |||||
| 270 CHURCH ST | NAUGATUCK | CT | 06770 | COMMUNITY AWARDS PROGRAM | $200 |
| NAUGATUCK CAMPERSHIP FUND | |||||
| 251 CHURCH STREET | NAUGATUCK | CT | 06770 | COMMUNITY AWARDS PROGRAM | $150 |
| NAUGATUCK COMMUNITY CHOIR | |||||
| 7 COBBLESTONE COURT | NAUGATUCK | CT | 06770 | COMMUNITY AWARDS PROGRAM | $275 |
| NAUGATUCK CUB SCOUT PACK 109 | |||||
| 210 CHURCH ST | NAUGATUCK | CT | 06770 | COMMUNITY AWARDS PROGRAM | $150 |
| NAUGATUCK GARDEN CLUB | |||||
| PO BOX 672 | NAUGATUCK | CT | 06770 | COMMUNITY AWARDS PROGRAM | $200 |
| NAUGATUCK HIGH SCHOOL | |||||
| 543 RUBBER AVE | NAUGATUCK | CT | 06770 | CONTRIBUTION | $10,000 |
| NAUGATUCK HIGH SCHOOL GREYHOUND BAND ASSOCIATION | |||||
| 543 RUBER AVE | NAUGATUCK | CT | 06770 | COMMUNITY AWARDS PROGRAM | $350 |
| NAUGATUCK HIGH SCHOOL SOCCER BOOSTER CLUB | |||||
| 543 RUBBER AVE | NAUGATUCK | CT | 06770 | COMMUNITY AWARDS PROGRAM | $275 |
| NAUGATUCK HIGH SCOOL SWIMMING AND DIVING | |||||
| 497 RUBBER AVENUE | NAUATUCK | CT | 06770 | CONTRIBUTION | $575 |
| NAUGATUCK HISTORICAL SOCIETY MUSEUM | |||||
| PO BOX 317 | NAUGATUCK | CT | 06770 | COMMUNITY AWARDS PROGRAM | $450 |
| NAUGATUCK SENIOR CENTER | |||||
| 300 MEADOW STREET | NAUGATUCK | CT | 06770 | COMMUNITY AWARDS PROGRAM | $475 |
| NAUGATUCK VALLEY COMMUNITY COLLEGE FOUNDATION | |||||
| 750 CHASE PARKWAY | WATERBURY | CT | 06708 | COMMUNITY AWARDS PROGRAM | $150 |
| NAUGATUCK VALLEY SOUP KITCHEN | |||||
| 92 HIGHLAND AVE | NAUGAUCK | CT | 06770 | GRANT | $3,000 |
| NAUGATUCK YMCA | |||||
| 284 CHURCH ST | NAUGATUCK | CT | 06770 | CONTRIBUTION | $7,000 |
| NAUGATUCK YMCA | |||||
| 284 CHURCH ST | NAUGATUCK | CT | 06770 | CONTRIBUTION | $5,000 |
| NAUGATUCK YMCA | |||||
| 284 CHURCH ST | NAUGATUCK | CT | 06770 | GRANT | $25,000 |
| NAUGATUCK YOUTH SERVICES | |||||
| 13 SCOTT ST | NAUGATUCK | CT | 06770 | COMMUNITY AWARDS PROGRAM | $275 |
| NEW BRITIAN MUSEUM OF AMERICAN ART | |||||
| 56 LEXINGTON ST | NEW BRITIAN | CT | 06052 | CONTRIBUTION | $2,500 |
| NEW HORIZONS INC | |||||
| 37 BLISS MEMORIAL RD | UNIONVILLE | CT | 06085 | CONTRIBUTION | $5,000 |
| NUTMEG BIG BROTHERS BIG SISTERS | |||||
| 30 LAUREL ST | HARTFORD | CT | 06106 | GRANT | $2,500 |
| NVCC FOUNDATION | |||||
| 750 CHASE PARKWAY | WATERBURY | CT | 06708 | CONTRIBUTION | $2,500 |
| OPERATION FUEL | |||||
| 75 CHARTER OAK AVE SUITE 2-240 | HARTFORD | CT | 06106 | GRANT | $10,000 |
| OUR LADY OF MOUNT CARMEL SCHOOL | |||||
| 115 LEWIS AVE | MERIDEN | CT | 06451 | COMMUNITY AWARDS PROGRAM | $150 |
| OXFORD HISTORICAL SOCIETY INC | |||||
| PO BOX 582 | OXFORD | CT | 06478 | COMMUNITY AWARDS PROGRAM | $450 |
| OXFORD SPECIAL OLYMPICS | |||||
| 13 LISBON TERR | OXFORD | CT | 06478 | COMMUNITY AWARDS PROGRAM | $625 |
| OXFORD UNITED CHURCH OF CHRIST CONGREGATIONAL | |||||
| 3 ACADEMY RD | OXFORD | CT | 06478 | COMMUNITY AWARDS PROGRAM | $625 |
| PETER J FOLEY LITTLE LEAGUE | |||||
| PO BOX 452 | NAUGATUCK | CT | 06770 | COMMUNITY AWARDS PROGRAM | $650 |
| PINEBROOK ASSEMBLY OF GOD | |||||
| 232 CITY HILL ST | NAUGATUCK | CT | 06770 | COMMUNITY AWARDS PROGRAM | $225 |
| POLICE ACTIVITY LEAGUE OF WATERBURY INC | |||||
| 64 DIVISION STREET | WATERBURY | CT | 06704 | CONTRIBUTION | $150 |
| POMPERAUG RIVER WATERSHED COALITON-PRWC | |||||
| 39 SHERMAN HILL RD SUITE C-103 | WOODBURY | CT | 06798 | COMMUNITY AWARDS PROGRAM | $425 |
| PROJECT PURPLE INC | |||||
| PO BOX 884 | SEYMOUR | CT | 06483 | COMMUNITY AWARDS PROGRAM | $275 |
| PROSPECT CONGREGATIONAL CHURCH | |||||
| 25 CENTER ST | PROSPECT | CT | 06712 | COMMUNITY AWARDS PROGRAM | $650 |
| PROSPECT SENIOR CENTER | |||||
| 6 CENTER ST | PROSPECT | CT | 06712 | COMMUNITY AWARDS PROGRAM | $675 |
| PUBLIC LIBRARY ASSOC OF CHESHIRE | |||||
| 104 MAINS ST | CHESHIRE | CT | 06410 | CONTRIBUTION | $150 |
| REACH OUT AND READ INC | |||||
| 89 SOUTH ST SUITE 201 | BOSTON | MA | 02111 | CONTRIBUTION | $5,500 |
| RESTORE WITH THE ARTS INC | |||||
| 72 ORCHARD STREET | MERIDEN | CT | 06450 | CONTRIBUTION | $150 |
| RONALD MCDONALD HOUSE OF CONNECTICUT | |||||
| 860 HOWARD AVE | NEW HAVEN | CT | 06519 | COMMUNITY AWARDS PROGRAM | $200 |
| SAFE HAVEN OF GREATER WATERBURY INC | |||||
| 29 CERNTRAL AVE PO BOX 1503 | WATERBURY | CT | 06721 | GRANT | $2,500 |
| SAINT MARY'S HOSPITAL FOUNDATION | |||||
| 56 FRANKLIN ST | WATERBURY | CT | 06706 | COMMUNITY AWARDS PROGRAM | $200 |
| SAINT MARY'S HOSPITAL FOUNDATION | |||||
| 56 FRANKLIN ST | WATERBURY | CT | 06706 | CONTRIBUTION | $2,500 |
| SAINT MARY'S HOSPITAL FOUNDATION | |||||
| 56 FRANKLIN ST | WATERBURY | CT | 06706 | CONTRIBUTION | $20,000 |
| SAINT VINCENT FERRER CHURCH | |||||
| 1006 NEW HAVEN ROAD ROUTE 63 | NAUGATUCK | CT | 06770 | COMMUNITY AWARDS PROGRAM | $1,100 |
| SAVE GIRLS ON FYER INC | |||||
| 276 HIGHLAND AVE | WATERBURY | CT | 06708 | CONTRIBUTION | $5,000 |
| SEVEN ANGELS THEATER HAMILTON PARK PAVILLION | |||||
| PO BOX 3358 | WATERBURY | CT | 06705 | CONTRIBUTION | $1,500 |
| SEYMOUR PINK INC | |||||
| 100 WALNUT ST | SEYMOUR | CT | 06483 | COMMUNITY AWARDS PROGRAM | $600 |
| SEYMOUR TRADITION INC | |||||
| 27 WOOD ST | SEYMOUR | CT | 06483 | COMMUNITY AWARDS PROGRAM | $150 |
| SHAKESPERIENCE PRODUCTIONS INC | |||||
| 117 BANK ST | WATERBURY | CT | 06702 | GRANT | $5,000 |
| SOUTH MERIDEN FESTIVALS INC | |||||
| 96 GODED HILL RD | MERIDEN | CT | 06451 | COMMUNITY AWARDS PROGRAM | $150 |
| SPANISH COMMUNITY OF WALLINGFORD | |||||
| 284 WASHINGTON ST | WALLINGFORD | CT | 06492 | COMMUNITY AWARDS PROGRAM | $150 |
| SPECIAL OLYMPICS OF CONNECICUT INC | |||||
| 2666 STATE ST SUITE 1 | HAMDEN | CT | 06517 | GRANT | $2,500 |
| ST BRIDGET SCHOOL | |||||
| 171 MAIN ST | CHESHIRE | CT | 06410 | COMMUNITY AWARDS PROGRAM | $475 |
| ST FRANCIS OF ASSISI CHURCH | |||||
| 318 CHURCH ST | NAUGATUCK | CT | 06770 | COMMUNITY AWARDS PROGRAM | $2,700 |
| ST GEORGES EPISCOPAL CHURCH | |||||
| 393 TUCKER HILL RD | MIDDLEBURY | CT | 06762 | COMMUNITY AWARDS PROGRAM | $200 |
| ST JOHN OF THE MIDDION TROP | |||||
| 1321 WHITTEMORE RD | MIDDLEBURY | CT | 06762 | COMMUNITY AWARDS PROGRAM | $975 |
| ST MICHAELS PARISH | |||||
| 210 CHURCH STREET | NAUGATUCK | CT | 06770 | COMMUNITY AWARDS PROGRAM | $150 |
| ST PETERS EPISCOPAL CHURCH | |||||
| 59 MAIN ST | CHESHIRE | CT | 06410 | CONTRIBUTION | $275 |
| ST ANTHONY CHURCH | |||||
| 4 UNION CITY RD | PROSPECT | CT | 06712 | COMMUNITY AWARDS PROGRAM | $1,225 |
| ST JOHN SCHOOL | |||||
| 760 MAIN STREET | WATERTOWN | CT | 06795 | COMMUNITY AWARDS PROGRAM | $400 |
| ST VINCENT DEPAUL MISSION OF WATERBURY | |||||
| PO BOX 1612 | WATERBURY | CT | 06702 | COMMUNITY AWARDS PROGRAM | $475 |
| STAYWELL HEALTHCARE INC | |||||
| 80 PHENIX AVE | WATERBURY | CT | 06702 | CONTRIBUTION | $5,000 |
| TEAM BETA- NONNEWAUG HIGH SCHOOL | |||||
| 5 MINORTOWN RD | WOODBURY | CT | 06798 | COMMUNITY AWARDS PROGRAM | $575 |
| TEAM INC | |||||
| 30 ELIZABETH ST | DERBY | CT | 06418 | CONTRIBUTION | $2,500 |
| TEAM INC | |||||
| 30 ELIZABETH ST | DERBY | CT | 06418 | GRANT | $5,000 |
| THE ANIMAL HAVEN INC | |||||
| 89 MILL ROAD | NORTH HAVEN | CT | 06473 | COMMUNITY AWARDS PROGRAM | $575 |
| THE COVE CENTER FOR GRIEVING CHILDREN | |||||
| 250 PMEROY AVENUE SUITE 107 | MERIDEN | CT | 06450 | CONTRIBUTION | $200 |
| THE PALACE THEATER GROUP INC | |||||
| 100 EAST MAIN ST | WATERBURY | CT | 06702 | COMMUNITY AWARDS PROGRAM | $600 |
| THE RONALD PERILLE JR MEMORIAL FOUNDATION INC | |||||
| PO BOX 6311 | WOLCOTT | CT | 06716 | CONTRIBUTION | $150 |
| THE SALVATION ARMY | |||||
| 74 CENTRAL AVE | WATERBURY | CT | 06702 | CONTRIBUTION | $2,500 |
| THERESAS BATTLESHIP FOUNDATION INC | |||||
| 367 BEACON HILL DR | CHESHIRE | CT | 06410 | COMMUNITY AWARDS PROGRAM | $1,325 |
| THREE SAINTS ORTHODOX CHURCH | |||||
| 26 HOWARD AVE | ANSOINA | CT | 06401 | COMMUNITY AWARDS PROGRAM | $750 |
| TOWN OF FARMINGTON | |||||
| 1 MONTEITH DRIVE | FARMINGTON | CT | 06032 | GRANT | $1,500 |
| UNITED WAY OF GREATER WATERBURY | |||||
| 100 NORTH ELM ST | WATERBURY | CT | 06702 | GRANT | $5,000 |
| UNITED WAY OF GREATER WATERBURY | |||||
| 100 NORTH ELM ST | WATERBURY | CT | 06702 | GRANT | $5,000 |
| UNITED WAY OF GREATER WATERBURY | |||||
| 100 NORTH ELM ST | WATERBURY | CT | 06702 | ANNUAL - 2020 CAMPAIGN | $5,000 |
| UNITED WAY OF MERIDEN & WALLINGFORD INC | |||||
| 35 PLEASANT ST SUITE 1E | MERIDEN | CT | 06450 | ANNUAL - 2020 CAMPAIGN | $3,300 |
| UNITED WAY OF SOUTHINGTON INC | |||||
| 35 NORTH MAIN ST SUITE 39A | SOUTHINGTON | CT | 06489 | ANNUAL - 2020 CAMPAIGN | $3,050 |
| UNITED WAY OF WESTERN CT INC | |||||
| 301 MAIN STREET SUITE 25 | DANBURY | CT | 06810 | ANNUAL - 2020 CAMPAIGN | $1,725 |
| VOICE OF ART INC | |||||
| 71 WOODLAND RIDGE | MERIDEN | CT | 06450 | COMMUNITY AWARDS PROGRAM | $150 |
| WALLINGFORD EMERGENCY SHELTER INC | |||||
| 123 QUINNIPIAC STREET | WALLINGFORD | CT | 06492 | COMMUNITY AWARDS PROGRAM | $150 |
| WALLINGFORD HISTORIC PRESERVATION TRUST | |||||
| 54 NORTH ELM STREET | WALLINGFORD | CT | 06492 | CONTRIBUTION | $150 |
| WATERBURY ARC INC | |||||
| 1929 EAST MAIN ST | WATERBURY | CT | 06702 | COMMUNITY AWARDS PROGRAM | $350 |
| WATERBURY BALLET COMPANY | |||||
| PO BOX 3263 | WATERBURY | CT | 06705 | COMMUNITY AWARDS PROGRAM | $175 |
| WATERBURY SYMPHONY ORCHESTRA | |||||
| 160 ROBBINS ST | WATERBURY | CT | 06708 | GRANT | $6,000 |
| WATERBURY YOUTH SERVICES INC | |||||
| 83 PROSPECT ST | WATERBURY | CT | 06702 | GRANT | $5,000 |
| WELLMORE INC | |||||
| 141 E MAIN ST | WATERBURY | CT | 06702 | CONTRIBUTION | $7,500 |
| WELLMORE INC | |||||
| 141 E MAIN ST | WATERBURY | CT | 06702 | GRANT | $5,000 |
| WESTERN CT AREA AGENCY ON AGING INC | |||||
| 84 PROGRESS LANE 2ND FL | WATERBURY | CT | 06702 | CONTRIBUTION | $2,500 |
| WESTOVER SCHOOL INC | |||||
| 1237 WHITTEMORE RD | MIDDLEBURY | CT | 06762 | CONTRIBUTION | $150 |
| WHISKERS PET RESCUE INC | |||||
| 229 BACON POND RD | WOODBURY | CT | 06798 | COMMUNITY AWARDS PROGRAM | $1,075 |
| WHISKERS PET RESCUE INC | |||||
| 229 BACON POND RD | WOODBURY | CT | 06798 | GRANT | $2,000 |
| WOMENS BUSINESS DEVELOPMENT COUNCIL INC | |||||
| 184 BEDFORD ST SUITE 201 | STAMFORD | CT | 06901 | GRANT | $10,000 |
| WOMENS BUSINESS DEVELOPMENT COUNCIL INC | |||||
| 184 BEDFORD ST SUITE 201 | STAMFORD | CT | 06901 | CONTRIBUTION | $3,000 |
| WOODBURY SCHOLARSHIP FUND | |||||
| PO BOX 716 | WOODBURY | CT | 06798 | COMMUNITY AWARDS PROGRAM | $275 |
| WOODBURY-BETHLEHEM COMMUNITY MUSIC FOUNDATION | |||||
| PO BOX 820 | WOODBURY | CT | 06798 | COMMUNITY AWARDS PROGRAM | $225 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $975,803 | 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 | $838 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $464,628 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,291,897 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,757,363 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,757,363 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ION FINANCIAL MHC | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 251 CHURCH STREET | AddressLine1Txt |
| City | NAUGATUCK | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06770 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $427 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,300 | Amt |
| Net Investment Income | $650 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $650 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $1,031,909 | EOYBookValueAmt |
| EOYFMV | $1,031,909 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS | AT COST | $9,259,169 | $9,259,169 |
| MONEY MARKET MUTUAL FUNDS | AT COST | $481,851 | $481,851 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN (LOSS) ON INVESTMENT SECURITIES | Desc |
| Amt | $952,594 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COMMUNITY AWARD PROGRAM | $0 | $0 | $0 |
| MAINTENANCE | $2,379 | $0 | $0 |
| OFFICE | $13,423 | $0 | $0 |
| INSURANCE | $1,000 | $0 | $1,000 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADMINISTRATIVE FEES | $22,616 | $1,616 | $21,000 |
| OTHER FEES | $50 | $25 | $25 |
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