SBM CHARITABLE FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- SBM CHARITABLE FOUNDATION INC (EIN 06-1574365)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-06-04
- IRS object ID
- 202141559349100919
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-06-04T13:57:52-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221478099 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 CHURCH STREET 12TH FLOOR | AddressLine1Txt |
| City | HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061574365 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SBM CHARITABLE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SBMC | BusinessNameControlTxt |
| Phone | 8605330355 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 935 MAIN STREET LEVEL C NO B-101 | AddressLine1Txt |
| City | MANCHESTER | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06040 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DOREEN DOWNHAM | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 8605331067 | PhoneNum |
| Signature | 2021-06-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DOREEN | PersonFirstNm |
| Person Last | DOWNHAM | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PATRICIA MCGOWAN | PreparerPersonNm |
| PTIN | P00184514 | PTIN |
| Phone | 9592007000 | PhoneNum |
| Preparation | 2021-06-01 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | 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 | $36,871,371 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $103 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $103 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $521,453 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $521,453 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $800,433 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,960,079 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $800,433 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,321,989 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,321,989 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $150,115 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $150,115 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $80,771 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $80,771 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $61,213 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $61,213 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $20,044 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,013 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $14,031 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $10,868 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $10,868 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $17,088 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $5,568 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $7,991 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $7,991 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $141,533 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $114,525 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $27,008 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $495,191 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $120,538 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $351,997 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,196,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,246,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,691,991 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $120,538 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,598,297 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$370,002 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,201,451 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $300 | CashBOYAmt |
| Cash EOY | $300 | CashEOYAmt |
| Cash EOYFMV | $300 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,025,642 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,396,658 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,396,658 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $126,877 | AcctRcvblAmt |
| Acct Rcvbl BOY | $66,224 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $126,877 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $126,877 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $1,870 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $9,666 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $9,666 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $32,982,416 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $33,245,554 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $33,245,554 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $191,542 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $99,226 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $97,884 | LandBOYAmt |
| Land EOY | $92,316 | LandEOYAmt |
| Land EOYFMV | $92,316 | LandEOYFMVAmt |
| Total Assets BOY | $35,174,336 | TotalAssetsBOYAmt |
| Total Assets EOY | $36,871,371 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $36,871,371 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $43,495 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $35,652 | AccountsPayableEOYAmt |
| Grants Payable BOY | $250,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $200,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $293,495 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $235,652 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $34,880,841 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $36,635,719 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $34,880,841 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $36,635,719 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $35,174,336 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $36,871,371 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $34,880,841 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$370,002 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,124,880 | OtherIncreasesAmt |
| Subtotal | $36,635,719 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $36,635,719 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | US BANK | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Sold | 2020-12-31 | SoldDt |
| Gross Sales Price | $9,960,079 | GrossSalesPriceAmt |
| Cost Or Other Basis | $9,159,646 | CostOrOtherBasisAmt |
| Gain Or Loss | $800,433 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $800,433 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $800,433 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $16,700 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $16,700 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $16,700 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $24,580 | 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 | $24,580 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $7,880 | OverpaymentAmt |
| Applied To ES Tax | $7,880 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | Yes (1) | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | 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 | WWW.SBMFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DOREEN DOWNHAM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8605330355 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 935 MAIN STREET SUITE B-101 LEVEL C | AddressLine1Txt |
| City | MANCHESTER | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06040 | 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 (18 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 |
|---|---|---|---|---|---|---|---|---|
| BRIAN A ORENSTEIN | ||||||||
| 935 MAIN STREET LEVEL C SUITE B-101 | MANCHESTER | CT | 06040 | TREASURER | 0.50 | $0 | $0 | $0 |
| CHARLES L PIKE | ||||||||
| 935 MAIN STREET LEVEL C SUITE B-101 | MANCHESTER | CT | 06040 | VICE PRESIDENT | 0.50 | $0 | $0 | $0 |
| DOREEN DOWNHAM | ||||||||
| 935 MAIN STREET LEVEL C SUITE B-101 | MANCHESTER | CT | 06040 | EX DIR/SECRETARY | 40.00 | $150,115 | $20,015 | $0 |
| DOUGLAS K ANDERSON | ||||||||
| 935 MAIN STREET LEVEL C SUITE B-101 | MANCHESTER | CT | 06040 | VICE PRESIDENT | 0.50 | $0 | $0 | $0 |
| ERIC A MARZIALI | ||||||||
| 935 MAIN STREET LEVEL C SUITE B-101 | MANCHESTER | CT | 06040 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| GREGORY S WOLFF | ||||||||
| 935 MAIN STREET LEVEL C SUITE B-101 | MANCHESTER | CT | 06040 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| HARRY S GAUCHER | ||||||||
| 935 MAIN STREET LEVEL C SUITE B-101 | MANCHESTER | CT | 06040 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| JOHN D LABELLE JR | ||||||||
| 935 MAIN STREET LEVEL C SUITE B-101 | MANCHESTER | CT | 06040 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| JON L NORRIS | ||||||||
| 935 MAIN STREET LEVEL C SUITE B-101 | MANCHESTER | CT | 06040 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| LAURENCE P RUBINOW | ||||||||
| 935 MAIN STREET LEVEL C SUITE B-101 | MANCHESTER | CT | 06040 | CHAIRMAN | 0.50 | $0 | $0 | $0 |
| LINDA S KLEIN | ||||||||
| 935 MAIN STREET LEVEL C SUITE B-101 | MANCHESTER | CT | 06040 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| MARY C DEVANNEY | ||||||||
| 935 MAIN STREET LEVEL C SUITE B-101 | MANCHESTER | CT | 06040 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| MICHAEL J HARTL | ||||||||
| 935 MAIN STREET LEVEL C SUITE B-101 | MANCHESTER | CT | 06040 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| RICHARD P MEDUSKI | ||||||||
| 935 MAIN STREET LEVEL C SUITE B-101 | MANCHESTER | CT | 06040 | PRESIDENT | 0.50 | $0 | $0 | $0 |
| RICHARD SUSKI | ||||||||
| 935 MAIN STREET LEVEL C SUITE B-101 | MANCHESTER | CT | 06040 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| SHEILA B FLANAGAN | ||||||||
| 935 MAIN STREET LEVEL C SUITE B-101 | MANCHESTER | CT | 06040 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| STEPHEN J O'NEILL | ||||||||
| 935 MAIN STREET LEVEL C SUITE B-101 | MANCHESTER | CT | 06040 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| SUSAN M KEATING | ||||||||
| 935 MAIN STREET LEVEL C SUITE B-101 | MANCHESTER | CT | 06040 | TRUSTEE | 0.50 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KELLEY GUNTHER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 935 MAIN STREET | AddressLine1Txt |
| City | MANCHESTER | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06040 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | FOUNDATION & SCHOLAR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $73,371 | CompensationAmt |
| Employee Benefits | $24,494 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRIME BUCHHOLZ & ASSOCIATES LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 273 CORPORATE DR 250 | AddressLine1Txt |
| City | PORTSMOUTH | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $75,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $28,907,068 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $539,196 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $579,357 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $30,025,621 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $30,025,621 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $450,384 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $29,575,237 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,478,762 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,478,762 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $16,700 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $16,700 | TotalTaxAmt |
| Distributable Before Adj | $1,462,062 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,462,062 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,462,062 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,598,297 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,598,297 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,598,297 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,462,062 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $574,001 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $871,409 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $703,797 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $949,790 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $737,187 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,836,184 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,598,297 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,462,062 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $136,235 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,972,419 | 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 | $574,001 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,398,418 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $871,409 | ExcessFromYear4Amt |
| Excess From Year3 | $703,797 | ExcessFromYear3Amt |
| Excess From Year2 | $949,790 | ExcessFromYear2Amt |
| Excess From Year1 | $737,187 | ExcessFromYear1Amt |
| Excess From Current Year | $136,235 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KELLEY GUNTHER FOUNDATION AND SCHOL | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 935 MAIN STREET SUITE B-101 LEVEL C | AddressLine1Txt |
| City | MANCHESTER | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06040 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8605331067 | RecipientPhoneNum |
| Form And Info And Materials | COMPLETION OF THE "REQUEST FOR GRANT AND "SCHOLARSHIP APPLICATION" FORMS LOCATED ON THE ORGANIZATION'S WEB SITE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SCHOLARSHIP APPLICATION - JANUARY - MARCH FOR THE FOLLOWING FALL SEMESTER; GRANTS APPS - YEAR ROUND | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS AND SCHOLARSHIPS LIMITED TO THE GEOGRAPHICAL AREAS INDICATED ON THE WEB SITE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (102 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ACCESS COMMUNITY ACTION AGENCY | ||||||
| 1315 MAIN STREET | WILLIMANTIC | CT | 06226 | PC | GENERAL USE GRANT | $1,500 |
| ACHIEVE HARTFORD INC | ||||||
| 1429 PARK STREET UNIT 114 | HARTFORD | CT | 06106 | PC | GENERAL USE GRANT | $1,000 |
| AHM YOUTH SERVICES INC | ||||||
| 25 PENDLETON DRIVE | HEBRON | CT | 06082 | PC | GENERAL USE GRANT | $3,800 |
| ALTRUSA INTERNATIONAL INC | ||||||
| 332 S MICHIGAN AVE | CHICAGO | IL | 60604 | PC | GENERAL USE GRANT | $4,010 |
| AUTISM FAMILIES OF CONNECTICUT | ||||||
| 101 NORTH PLAINS INDUSTIRAL ROAD | WALLINGFORD | CT | 06492 | PC | GENERAL USE GRANT | $1,800 |
| BOY SCOUTS OF AMERICA CRC | ||||||
| 60 DARLIN ST PO BOX | EAST HARTFORD | CT | 06107 | PC | GENERAL USE GRANT | $47,180 |
| BUILDING HEALTHY FAMILIES | ||||||
| 302 HACKMATACK STREET | MANCHESTER | CT | 06040 | PC | GENERAL USE GRANT | $2,000 |
| CAPITAL COMMUNITY COLLEGE | ||||||
| 950 MAIN ST | HARTFORD | CT | 06103 | PC | SCHOLARSHIPS | $2,000 |
| CATHOLIC CHARITIES AND FAMILLY SERVICES | ||||||
| 331 MAIN STREET | NORWICH | CT | 06360 | PC | GENERAL USE GRANT | $4,050 |
| CENTRAL CONNECTICUT STATE UNIVERSITY | ||||||
| 1615 STANLEY ST | NEW BRITAIN | CT | 06050 | PC | SCHOLARSHIPS | $30,400 |
| CHILDREN'S LAW CENTER OF CT | ||||||
| 30 ARBOR STREET NORTH | HARTFORD | CT | 06119 | PC | GENERAL USE GRANT | $23,000 |
| CHRYSALIS CENTER INC | ||||||
| 255 HOMESTEAD AVENUE | HARTFORD | CT | 06112 | PC | GENERAL USE GRANT | $4,000 |
| CONNECTICUT AUDUBON SOCIETY | ||||||
| 1316 MAIN STREET | GLASTONBURY | CT | 06106 | PC | GENERAL USE GRANT | $28,958 |
| CONNECTICUT COUNCIL FOR PHILANTHROPY | ||||||
| 221 MAIN STREET | HARTFORD | CT | 06106 | PC | GENERAL USE GRANT | $6,165 |
| CONNECTICUT INSTITUTE FOR THE BLIND DBA OAK HILL | ||||||
| 120 HOLCOMB STREET | HARTFORD | CT | 06112 | PC | GENERAL USE GRANT | $500 |
| CONNECTICUT INVENTION CONVENTION | ||||||
| PO BOX 230311 | HARTFORD | CT | 06123 | PC | GENERAL USE GRANT | $2,000 |
| CONNECTICUT PUBLIC AFFAIRS NETWORK | ||||||
| 21 OAK ST | HARTFORD | CT | 06106 | PC | GENERAL USE GRANT | $900 |
| CONNECTICUT RADIO INFORMATION SYSTEMS INC | ||||||
| 515 NORTH EAGLEVILLE ROAD | STORRS | CT | 06268 | PC | GENERAL USE GRANT | $1,300 |
| CONNECTICUT SCIENCE CENTER | ||||||
| 250 COLUMBUS BLVD | HARTFORD | CT | 06106 | PC | GENERAL USE GRANT | $41,105 |
| CONNECTICUT WOMEN'S HALL OF FAME | ||||||
| 320 FITCH ST | NEW HAVEN | CT | 06515 | PC | GENERAL USE GRANT | $2,700 |
| CONNECTICUT COLLEGE | ||||||
| 270 MOHEGAN AVE PKWY | NEW LONDON | CT | 06320 | PC | SCHOLARSHIPS | $1,500 |
| COVE CENTER FOR GRIEVING | ||||||
| 250 POMEROY AVE SUITE 107 | MERIDEN | CT | 06450 | PC | GENERAL PURPOSE | $500 |
| COVENANT SOUP KITCHEN | ||||||
| 220 VALLEY STREET | WILLIMANTIC | CT | 06226 | PC | GENERAL USE GRANT | $5,000 |
| COVENANT TO CARE FOR CHILDREN INC | ||||||
| 1477 PARK ST 2A | HARTFORD | CT | 06106 | PC | GENERAL USE GRANT | $2,700 |
| CREATIVE LIVING COMMUNITY OF CONNECTICUT INC | ||||||
| 60 CHURCH STREET | MANCHESTER | CT | 06040 | PC | GENERAL USE GRANT | $500 |
| DANCES WITH WOOD INC | ||||||
| 80 OLDE ORCHARD ROAD | CLINTON | CT | 06413 | PC | GENERAL USE GRANT | $2,400 |
| EAST COAST GREENWAY | ||||||
| 22 BRUCE PARK DR | GREENWICH | CT | 06830 | PC | GENERAL USE GRANT | $2,600 |
| EASTERN CONNECTICUT STATE UNIVERSITY | ||||||
| 83 WINDHAM STREET | WILLIMANTIC | CT | 06040 | PC | SCHOLARSHIPS | $35,700 |
| EASTERNN CONNECTICUT STATE UNIVERSITY FOUNDATION | ||||||
| 83 WINDHAM STREET | WILLIMANTIC | CT | 06040 | PC | GENERAL USE GRANT | $34,800 |
| ENFIELD LOAVES AND FISHES | ||||||
| 23 NORTH MAIN STREET | ENFIELD | CT | 06082 | PC | GENERAL USE GRANT | $5,000 |
| FOODSHARE | ||||||
| 450 WOODLAND AVE | BLOOMFIELD | CT | 06226 | PC | GENERAL USE GRANT | $15,000 |
| GENERATIONS FAMILY HEALTH CENTER INC | ||||||
| 1315 MAIN STREET | WILLIMANTIC | CT | 06033 | PC | GENERAL USE GRANT | $25,000 |
| GIRL SCOUTS OF CT | ||||||
| 340 WASHINGTON STREET | HARTFORD | CT | 06106 | PC | GENERAL USE GRANT | $11,030 |
| HANDS ON HARTFORD | ||||||
| 330 MAIN STREET 3RD FLOOR | HARTFORD | CT | 06106 | PC | GENERAL USE GRANT | $4,000 |
| HARTFORD CONSORTIUM FOR HIGHER EDUCATION | ||||||
| 95 MAIN STREET SUITE 314 | HARTFORD | CT | 06103 | PC | GENERAL USE GRANT | $26,000 |
| HARTFORD GAY & LESBIAN HEALTH COLLECTIVE | ||||||
| 1841 BROAD STREET | HARTFORD | CT | 06114 | PC | GENERAL USE GRANT | $3,500 |
| HARTFORD JEWISH FEDERATION | ||||||
| 333 BLOOMFIELD AVENUE | WEST HARTFORD | CT | 06117 | PC | GENERAL USE GRANT | $4,000 |
| HARTFORD STAGE COMPANY | ||||||
| 50 CHURCH STREET | HARTFORD | CT | 06103 | PC | GENERAL USE GRANT | $54,000 |
| HEALING MEALS COMMUNITY PROJECT | ||||||
| PO BOX 7223 | BLOOMFIELD | CT | 06002 | PC | GENERAL USE GRANT | $1,000 |
| HIGHER EDGE INC | ||||||
| 35 REDDEN AVE | NEW LONDON | CT | 06320 | PC | GENERAL USE GRANT | $4,000 |
| HILL-STEAD MUSEUM | ||||||
| 35 MOUNTAIN RD | FARMINGTON | CT | 06002 | PC | GENERAL USE GRANT | $9,783 |
| HOCKANUM VALLEY COMMUNITY COUNCIL INC | ||||||
| 155 WEST MAIN STREET | VERNON | CT | 06226 | PC | GENERAL USE GRANT | $33,000 |
| HORIZONS INC | ||||||
| 127 BABCOCK HILL RD | SOUTH WINDHAM | CT | 06266 | PC | GENERAL USE GRANT | $44,997 |
| INTERVAL HOUSE | ||||||
| PO BOX 340207 | HARTFORD | CT | 06117 | PC | GENERAL USE GRANT | $3,000 |
| JASON LEARNING | ||||||
| 44983 KNOLL SQUARE | ASHBURN | VA | 20147 | PC | GENERAL USE GRANT | $3,000 |
| JORDON PORCO FOUNDATION | ||||||
| 225 ASYLUM ST FL 23 | HARTFORD | CT | 06103 | PC | GENERAL USE GRANT | $800 |
| JUMPSTART FOR YOUNG CHILDREN | ||||||
| 520 EIGHTH AVENUE 303 | NEW YORK | NY | 10018 | PC | GENERAL USE GRANT | $3,100 |
| JUNIOR ACHIEVEMENT OF SOUTHWEST NEW ENGLAND INC | ||||||
| 11 ASYLUM STREET SUITE 601 | HARTFORD | CT | 06103 | PC | GENERAL USE GRANT | $10,000 |
| KIDSAFE CT | ||||||
| 19 ELM ST | ROCKVILLE | CT | 06066 | PC | GENERAL USE GRANT | $2,750 |
| LAWYERS FOR CHILDREN AMERICA | ||||||
| 151 FARMINGTON AVE | HARTFORD | CT | 06040 | PC | GENERAL USE GRANT | $2,400 |
| LEADERSHIP GREATER HARTFORD INC | ||||||
| 30 LAUREL STREET SUITE 3 | HARTFORD | CT | 06106 | PC | GENERAL USE GRANT | $2,700 |
| LITERACY VOLUNTEERS OF GREATER HARTFORD | ||||||
| 30 ARBOR STREET | HARTFORD | CT | 06106 | PC | GENERAL USE GRANT | $3,000 |
| MALTA HOUSE OF CARE FOUNDATION | ||||||
| 1 STATE STREET SUITE | HARTFORD | CT | 06045 | PC | GENERAL USE GRANT | $67,500 |
| MANCHESTER AREA CONFERENCE OF CHURCHES | ||||||
| 466 MAIN STREET | MANCHESTER | CT | 06045 | PC | GENERAL USE GRANT | $15,000 |
| MANCHESTER COMMUNITY COLLEGE FOUNDATION | ||||||
| GREAT PATHS MS 6 PO | MANCHESTER | CT | 06040 | PC | GENERAL USE GRANT | $25,000 |
| MANCHESTER LAND CONSERVATION TRUST | ||||||
| 20 HARTFORD RD | MANCHESTER | CT | 06040 | PC | GENERAL USE GRANT | $1,500 |
| MANCHESTER SYMPHONY ORCHESTRA AND CHORALE | ||||||
| PO BOX 861 | MANCHESTER | CT | 06040 | PC | GENERAL USE GRANT | $1,000 |
| MANCHESTER UNICO FOUNDATION INC | ||||||
| PO BOX 803 | MANCHESTER | CT | 06045 | PC | GENERAL USE GRANT | $500 |
| MARC INC OF MANCHESTER | ||||||
| 151 SHELDON RD | MANCHESTER | CT | 06042 | PC | GENERAL USE GRANT | $4,805 |
| MAYOR'S PROGRAM FOR MANCHESTER CHILDREN | ||||||
| PO BOX 1373 | MANCHESTER | CT | 06045 | PC | GENERAL USE GRANT | $11,700 |
| MEDI TEDDY INC | ||||||
| 91 LABBANCE LANE | FAIRFIELD | CT | 06824 | PC | GENERAL USE GRANT | $891 |
| MERCY HOUSING & SHELTER | ||||||
| 221 MAIN STREET 4TH FLOOR | HARTFORD | CT | 06106 | PC | GENERAL USE GRANT | $3,600 |
| MY SISTERS' PLACE INC | ||||||
| 102 PLINY STREET | HARTFORD | CT | 06120 | PC | GENERAL USE GRANT | $15,000 |
| NAUGATUCK VALLEY COMMUNITY COLLEGE | ||||||
| 750 CHASE PKWY | WATERBURY | CT | 06708 | PC | SCHOLARSHIPS | $1,000 |
| NATIONAL CONFERENCE FOR COMM & JUSTICE INC | ||||||
| 1095 DAY HILL ROAD SUITE 100 | WINDSOR | CT | 06095 | PC | GENERAL USE GRANT | $2,700 |
| NEW BRITAIN MUSEUM OF AMERICAN ART INC | ||||||
| 56 LEXINGTON STREET | NEW BRITAIN | CT | 06050 | PC | GENERAL USE GRANT | $5,950 |
| NEW ENGLAND AIR MUSEUM | ||||||
| 36 PERIMETER RD | WINDSOR LOCKS | CT | 06096 | PC | GENERAL USE GRANT | $5,400 |
| NUTMEG BIG BROTHERS BIG SISTERS | ||||||
| 30 LAUREL STREET SUITE 3 | HARTFORD | CT | 06106 | PC | GENERAL USE GRANT | $4,000 |
| OPEN HEARTH ASSOCIATION INC | ||||||
| PO BOX 1077 | HARTFORD | CT | 06226 | PC | GENERAL USE GRANT | $41,000 |
| OUR PIECE OF THE PIE INC | ||||||
| 20 SARGEANT ST | HARTFORD | CT | 06105 | PC | GENERAL USE GRANT | $1,500 |
| PERCEPTION PROGRAMS | ||||||
| 54 NORTH ST | WILLIMANTIC | CT | 06226 | PC | GENERAL USE GRANT | $4,000 |
| QUINNIPIAC UNIVERSITY | ||||||
| 27 MOUNT CARMEL AVENUE | HAMDEN | CT | 06518 | PC | SCHOLARSHIPS | $7,500 |
| READ TO GROW INC | ||||||
| 53 SCHOOL GROUND RD | BRANFORD | CT | 06450 | PC | GENERAL USE GRANT | $1,500 |
| REBUILDING TOGETHER - MANCHESTER | ||||||
| 41 CENTER STREET PO BOX | MANCHESTER | CT | 06040 | PC | GENERAL USE GRANT | $67,500 |
| RE-CENTER RACE & EQUITY IN EDUCATION | ||||||
| 75 CHARTER OAK AVE | HARTFORD | CT | 06106 | PC | GENERAL USE GRANT | $18,000 |
| RHS PROJECT GRADUATION | ||||||
| 70 LOVELAND HILL RD | VERNON | CT | 06066 | PC | GENERAL USE GRANT | $500 |
| RONALD MCDONALD HOUSE CHARITIES OF CT & W MA | ||||||
| 860 HOWARD AVENUE SUITE A | NEW HAVEN | CT | 06519 | PC | GENERAL USE GRANT | $1,000 |
| SACRED HEART UNIVERSITY | ||||||
| 5151 PARK AVE | FAIRFIELD | CT | 06432 | PC | SCHOLARSHIPS | $1,000 |
| SAINT FRANCIS FOUNDATION | ||||||
| 95 WOODLAND STREET 2ND FL | HARTFORD | CT | 06105 | PC | GENERAL USE GRANT | $50,000 |
| SAINT FRANCIS HOSPITAL AND MEDICAL CENTER | ||||||
| 114 WOODLAND ST | HARTFORD | CT | 06105 | PC | GENERAL USE GRANT | $27,365 |
| SALVATION ARMY | ||||||
| 316 PLEASANT ST | WILLIMANTIC | CT | 06226 | PC | GENERAL USE GRANT | $4,000 |
| SAXTON B LITTLE FREE LIBRARY INC | ||||||
| 319 CONNECTICUT 87 | COLUMBIA | CT | 06237 | PC | GENERAL USE GRANT | $4,500 |
| SOUTHERN CONNECTICUT STATE UNIVERSITY | ||||||
| 501 CRESCENT ST | NEW HAVEN | CT | 06515 | PC | SCHOLARSHIPS | $800 |
| SOUTH PARK INN INC | ||||||
| 75 MAIN STREET | HARTFORD | CT | 06106 | PC | GENERAL USE GRANT | $500 |
| ST EDMUND'S RETREAT | ||||||
| 1 ENDERS ISLAND PO BOX 399 | MYSTIC | CT | 06355 | PC | GENERAL USE GRANT | $100 |
| SUNSHINE KIDS FOUNDATION | ||||||
| 75 CHARTER OAK AVE | HARTFORD | CT | 06106 | PC | GENERAL USE GRANT | $2,500 |
| SUSAN G KOMEN NEW ENGLAND | ||||||
| PO BOX 127 | NEWTON | MA | 02468 | PC | GENERAL USE GRANT | $2,000 |
| TOWN OF SOUTH WINDSOR | ||||||
| 1540 SULLIVAN AVE | SOUTH WINDSOR | CT | 06074 | NC | GENERAL USE GRANT | $1,000 |
| TRINITY COLLEGE | ||||||
| 300 SUMMIT STREET | HARTFORD | CT | 06106 | PC | SCHOLALRSHIPS | $900 |
| TUNXIS COMMUNITY COLLEGE | ||||||
| 271 SCOTT SWAMP RD | FARMINGTON | CT | 06032 | PC | SCHOLARSHIPS | $1,000 |
| UCONN-GOAL LINEH | ||||||
| 2131 HILLSIDE RD - UNIT 3088 | STORRS | CT | 06269 | PC | GENERAL USE GRANT | $73,262 |
| UNIVERSITY OF CONNECTICUT | ||||||
| 2131 HILLSIDE RD - UNIT 3088 | STORRS | CT | 06269 | PC | SCHOLARSHIPS | $124,750 |
| UNIVERSITY OF CONNECTICUT | ||||||
| 2131 HILLSIDE RD - UNIT 3088 | STORRS | CT | 06269 | PC | GENERAL USE GRANT | $18,000 |
| UNIVERSITY OF HARTFORD | ||||||
| 200 BLOOMFIELD AVE | WEST HARTFORD | CT | 06117 | PC | SCHOLARSHIPS | $5,800 |
| UNIVERSITY OF NEW HAVEN | ||||||
| 300 BOSTON POST ROAD | WEST HAVEN | CT | 06516 | PC | SCHOLARSHIPS | $1,000 |
| UNIVERSITY OF SAINT JOSEPH | ||||||
| 1678 ASYLUM AVENUE | WEST HARTFORD | CT | 06117 | PC | GENERAL USE GRANT | $2,700 |
| UNIVERSITY OF SAINT JOSEPH | ||||||
| 1678 ASYLUM AVENUE | WEST HARTFORD | CT | 06117 | PC | SCHOLARSHIPS | $7,100 |
| WADSWORTH ATHENEUM MUSEUM OF ART | ||||||
| 600 MAIN ST | HARTFORD | CT | 06103 | PC | GENERAL USE GRANT | $4,000 |
| WESTERN CONNECTICUT STATE UNIVERSITY | ||||||
| 181 WHITE ST | DANBURY | CT | 06810 | PC | SCHOLARSHIPS | $5,500 |
| WORLD AFFAIRS COUNCIL CONNECTICUT INC | ||||||
| 1049 ASYLUM AVE | HARTFORD | CT | 06105 | PC | GENERAL USE GRANT | $4,050 |
| YMCA OF GREATER HARTFORD | ||||||
| 160 JEWELL STREET | HARTFORD | CT | 06103 | PC | GENERAL USE GRANT | $30,000 |
| YWCA HARTFORD REGION | ||||||
| 135 BROAD STREET | HARTFORD | CT | 06105 | PC | GENERAL USE GRANT | $1,300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,246,301 | 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 | $103 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $521,453 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $800,433 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,321,989 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,321,989 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $20,044 | Amt |
| Net Investment Income | $6,013 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $14,031 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FIXED INCOME FUNDS | FMV | $5,075,958 | $5,075,958 |
| EQUITY FUNDS | FMV | $25,931,648 | $25,931,648 |
| OTHER INVESTMENTS | FMV | $579,357 | $579,357 |
| BALANCED FUNDS | FMV | $1,658,591 | $1,658,591 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $3,266 | $0 | $3,266 |
| OFFICE EXPENSE | $19,573 | $0 | $19,573 |
| INVESTMENT FEES | $114,525 | $114,525 | $0 |
| PAYROLL ADP FEE | $3,504 | $0 | $3,504 |
| OTHER PROGRAM EXPENSES | $665 | $0 | $665 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS ON INVESTMENTS | Desc |
| Amt | $2,124,880 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSSIONAL FEES | CategoryTxt |
| Amt | $10,868 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,868 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $17,088 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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