BETA

UNION SAVINGS BANK FOUNDATION INC: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
UNION SAVINGS BANK FOUNDATION INC (EIN 06-1508286)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-09-27
IRS object ID
202142709349100014
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-09-27T14:07:52-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN042689883PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WOLF & COMPANY PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1255 STATE STREETAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02109ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN061508286EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1UNION SAVINGS BANK FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlUNIOBusinessNameControlTxt
Phone2038304200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1226 MAIN STREETAddressLine1Txt
CityDANBURYCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06810ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPAUL H BRUCEPersonNm
Person TitleTREASURERPersonTitleTxt
Phone2038304200PhoneNum
Signature2021-09-24SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstPAULPersonFirstNm
Person LastBRUCEPersonLastNm
FieldValueIRS element (for citing)
SSN000008847SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonHARRY A KALAJIAN JR CPAPreparerPersonNm
PTINP00464296PTIN
Phone6174399700PhoneNum
Preparation2021-09-27PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$9,324,529FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$161,818ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$167,032DividendsRevAndExpnssAmt
Dividends Net Invst Incm$167,032DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$156,549NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,071,151GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$156,549CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$485,399TotalRevAndExpnssAmt
Total Net Invst Incm$323,581TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$11,400AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$11,400AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$4,000TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$100OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$100OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$15,500TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$11,500TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$400,573ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$389,073ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$416,073TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$400,573TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$69,326ExcessRevenueOverExpensesAmt
Net Investment Income$323,581NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$202,661SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$284,465SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$284,465SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$104,188USGovernmentObligationsBOYAmt
US Government Obligations EOY$79,807USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$79,807USGovtObligationsEOYFMVAmt
Corporate Bonds BOY$8,339,914CorporateBondsBOYAmt
Corporate Bonds EOY$8,956,637CorporateBondsEOYAmt
Corporate Bonds EOYFMV$8,956,637CorporateBondsEOYFMVAmt
Other Assets BOY$4,110OtherAssetsBOYAmt
Other Assets EOY$3,620OtherAssetsEOYAmt
Other Assets EOYFMV$3,620OtherAssetsEOYFMVAmt
Total Assets BOY$8,650,873TotalAssetsBOYAmt
Total Assets EOY$9,324,529TotalAssetsEOYAmt
Total Assets EOYFMV$9,324,529TotalAssetsEOYFMVAmt
Accounts Payable BOY$85,500AccountsPayableBOYAmt
Accounts Payable EOY$43,750AccountsPayableEOYAmt
Total Liabilities BOY$85,500TotalLiabilitiesBOYAmt
Total Liabilities EOY$43,750TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$8,565,373NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$9,280,779NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$8,565,373TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$9,280,779TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$8,650,873TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$9,324,529TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$8,565,373TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$69,326ExcessRevenueOverExpensesAmt
Other Increases$646,080OtherIncreasesAmt
Subtotal$9,280,779SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$9,280,779TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SALE OF SECURITIESP$2,025,242$1,914,602$110,640$110,640
CAPITAL GAINS DIVIDENDSP$45,909$45,909$45,909
FieldValueIRS element (for citing)
Capital Gain Net Income$156,549CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$4,498InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$4,498SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$4,498TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$5,287EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$5,287TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$1EsPenaltyAmt
Overpayment$788OverpaymentAmt
Applied To ES Tax$788AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCTOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksLAURA SZABLAKIndividualWithBooksNm
Phone2038304200PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1226 MAIN STAddressLine1Txt
CityDANBURYCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06810ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ARNOLD E FINALDI JR
226 MAIN STREETDANBURYCT06810DIRECTOR1.00$0$0$0
LUCIE H VOVES
226 MAIN STREETDANBURYCT06810CHAIR1.00$0$0$0
IRENE DZIECIASZEK
226 MAIN STREETDANBURYCT06810SECRETARY1.00$0$0$0
PAUL H BRUCE
226 MAIN STREETDANBURYCT06810TREASURER1.00$0$0$0
CYNTHIA C MERKLE
226 MAIN STREETDANBURYCT06810PRESIDENT1.00$0$0$0
FRANK ROWELLA JR
226 MAIN STREETDANBURYCT06810DIRECTOR1.00$0$0$0
JEFFREY MCDONOUGH
226 MAIN STREETDANBURYCT06810DIRECTOR1.00$0$0$0
JEFFREY B KILBERG
226 MAIN STREETDANBURYCT06810DIRECTOR1.00$0$0$0
WANDA MCGARRY
226 MAIN STREETDANBURYCT06810DIRECTOR1.00$0$0$0
MICHAEL R KAUFMAN
226 MAIN STREETDANBURYCT06810DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$8,740,273AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$243,559AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$3,865FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$8,987,697TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$8,987,697AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$134,815CashDeemedCharitableAmt
Net Vl Noncharitable Assets$8,852,882NetVlNoncharitableAssetsAmt
Minimum Investment Return$442,644MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$442,644MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,498TaxBasedOnInvestmentIncomeAmt
Total Tax$4,498TotalTaxAmt
Distributable Before Adj$438,146DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$438,146DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$438,146DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$400,573ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$400,573QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$400,573AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$438,146DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$47,481ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$14,693ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$41,614ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$103,788TotalExcessDistributionCyovAmt
Qualifying Distributions$400,573QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$400,573AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$37,573ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$37,573ExcessDistributionCyovAppCYAmt
Total Corpus$66,215TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$9,908ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$56,307ExcessDistriCyovToNextYrAmt
Excess From Year4$14,693ExcessFromYear4Amt
Excess From Year2$41,614ExcessFromYear2Amt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonMICHELLE BONVICINIRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1225 MAIN STREETAddressLine1Txt
CityDANBURYCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06810ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2038304200RecipientPhoneNum
Form And Info And MaterialsAN EXAMPLE OF THE GRANT APPLICATION IS ATTACHED TO THE 990-PF. THESE APPLICATIONS ARE AVAILABLE AT WWW.UNIONSAVINGS.COM. THEY MAY BE EMAILED TO THE FOUNDATION'S EMAIL ADDRESS OR MAILED TO PO BOX 647 DANBURY CT 06813-0647.FormAndInfoAndMaterialsTxt
Submission DeadlinesJUNE 1ST TO AUGUST 31STSubmissionDeadlinesTxt
Restrictions On AwardsGRANTS ARE RARELY APPROVED FOR : PUBLIC ENTITIES, MUNICIPALITIES, SECTARIAN ORGANIZATIONS, CAPITAL EXPENSES, OR MULT-YEAR REQUESTS. REQUESTS FROM INDIVIDUALS OR FROM ENDOWMENTS ARE ALSO RARELY GRANTED. IN ADDITION, ORGANIZATIONS AWARDED A 2016 GRANT ARE NOT ELIGIBLE TO APPLY IN 2017.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
EDITH WHEELER MEMORIAL LIBRARY
733 MONROE TPKEMONROECT06468NOT RELATEDPCEXEMPT PURPOSE$700
FIVE POINTS CENTER FOR THE VISUAL ARTS
PO BOX 1028 33 MAIN STTORRINGTONCT06790NOT RELATEDPCEXEMPT PURPOSE$5,000
FOUNDERS HALL FOUNDATION
193 DANBURY RDRIDGEFIELDCT06877NOT RELATEDPCEXEMPT PURPOSE$2,000
LATINO SCHOLARSHIP FUND
PO BOX 3355DANBURYCT06810NOT RELATEDPCEXEMPT PURPOSE$2,500
LEBANON AMERICAN CLUB SCHOLARSHIP
22 WEST STDANBURYCT06814NOT RELATEDPCEXEMPT PURPOSE$500
MISHKAN ISRAEL DAY CAMP
785 RIDGE RDHAMDENCT06517NOT RELATEDPCEXEMPT PURPOSE$1,400
SONS OF PORTUGAL SCHOLARSHIP FUND
PO BOX 3588DANBURYCT06813NOT RELATEDPCEXEMPT PURPOSE$1,250
SOUTHBURY NEEDY FUND
PO BOX 72SOUTHBURYCT06488NOT RELATEDPCEXEMPT PURPOSE$1,500
THE HORD FOUNDATION
PO BOX 4671DANBURYCT06813NOT RELATEDPCEXEMPT PURPOSE$2,500
EVERWONDER CHILDREN'S MUSEUM
PO BOX 566BOTSFORDCT06404NOT RELATEDPCEXEMPT PURPOSE$2,500
JANE DOE NO MORE
203 CHURCH STREET NO REARNAUGATUCKCT06770NOT RELATEDPCEXEMPT PURPOSE$5,000
WESTERN CT ASSOCIATION
57 NORTH STREET NO 223BDANBURYCT06810NOT RELATEDPCEXEMPT PURPOSE$1,000
DANBURY HOSPITAL & NEW MILFORD HOSPITAL FOUNDATION
24 HOSPITAL AVENUEDANBURYCT06810NOT RELATEDPCEXEMPT PURPOSE$200,000
CONNECTICUT INSTITUTE FOR COMMUNITIES
120 MAIN STREET 4TH FLOORDANBURYCT06810NOT RELATEDPCEXEMPT PURPOSE$25,000
COMMUNITY HEALTH & WELLNESS CENTER OF GREATER TORRINGTON
469 MIGEON AVENUETORRINGTONCT06790NOT RELATEDPCEXEMPT PURPOSE$25,000
UNITED WAY OF NORTHWEST CONNECTICUT
PO BOX 1001 333 KENNEDY DRIVETORRINGTONCT06790NOT RELATEDPCEXEMPT PURPOSE$12,500
BETHEL VNA
70 STONY HILL ROADBETHELCT06801NOT RELATEDPCEXEMPT PURPOSE$5,000
WESTERN CT HOME CARE
100 SAW MILL ROADDANBURYCT06810NOT RELATEDPCEXEMPT PURPOSE$5,000
NEW MILFORD VNA
68 PARK LANE ROADNEW MILFORDCT06776NOT RELATEDPCEXEMPT PURPOSE$5,000
VNA NORTHWEST
607 BANTAM ROAD UNIT FBANTAMCT06750NOT RELATEDPCEXEMPT PURPOSE$5,000
RVNA HEALTH
27 GOVENOR STREETRIDGEFIELDCT06877NOT RELATEDPCEXEMPT PURPOSE$5,000
HIGH WATCH RECOVERY
62 CARTER ROADKENTCT06757NOT RELATEDPCEXEMPT PURPOSE$7,000
REGIONAL HOSPICE
30 MILESTONE ROADDANBURYCT06810NOT RELATEDPCEXEMPT PURPOSE$5,000
UNITED WAY OF WESTERN CONNECTICUT
301 MAIN STREET NO 2-5DANBURYCT06810NOT RELATEDPCEXEMPT PURPOSE$12,500
SAVE A SUIT
PO BOX 85SHELTONCT06484NOT RELATEDPCEXEMPT PURPOSE$2,500
CONNECTICUT JUNIOR REPUBLICAN ASSOCIATION
PO BOX 161LITCHFIELDCT06759NOT RELATEDPCEXEMPT PURPOSE$10,000
WASHINGTON SCHOLARSHIP FUND
PO BOX 243WASHINGTON DEPOTCT06794NOT RELATEDPCEXEMPT PURPOSE$2,000
SUSAN B ANTHONY PROJECT
179 WATER STREETTORRINGTONCT06790NOT RELATEDPCEXEMPT PURPOSE$5,000
WESTERN CT STATE UNIVERSITY (MORGAN HASKETT)
181 WHITE STREETDANBURYCT06810NOT RELATEDPCEXEMPT PURPOSE$2,500
WESTERN CT STATE UNIVERSITY (ALTON SPENCER)
181 WHITE STREETDANBURYCT06810NOT RELATEDPCEXEMPT PURPOSE$2,500
SCHOOL SUPPLIES
225 MAIN STREETDANBURYCT06810NOT RELATEDPCEXEMPT PURPOSE$723
DONATIONS PLEDGED
225 MAIN STREETDANBURYCT06810NOT RELATEDPCEXEMPT PURPOSE$20,000
NEWTON SCHOLARSHP ASSOCIATION
PO BOX 302NEWTONCT06470NOT RELATEDPCEXEMPT PURPOSE$1,000
LITCHFIELD COMMUNITY CENTER
421 BANTAM ROADLITCHFIELDCT06759NOT RELATEDPCEXEMPT PURPOSE$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$389,073TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1FIVE POINTS CENTER FOR THE VISUAL ARTSBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line133 MAIN STREET PO BOX 1028AddressLine1Txt
CityTORRINGTONCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06790ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNOT RELATEDRecipientRelationshipTxt
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposeEXEMPT PURPOSESGrantOrContributionPurposeTxt
Amt$20,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$20,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$167,032ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$156,549ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$323,581ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$323,581TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1UNION SAVINGS BANKBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 647AddressLine1Txt
CityDANBURYCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06813ZIPCd
FieldValueIRS element (for citing)
Total Contributions$161,818TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
AUDIT FEE$8,500$0$8,500
TAX PREPARATION FEE$2,900$0$2,900

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
MUTUAL FUNDS$8,623,030$8,623,030
CORPORATE DEBT SECURITIES$333,607$333,607

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$79,807USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$79,807USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescACCRUED INTEREST RECEIVABLEDesc
BOY Book Value$4,110BOYBookValueAmt
EOY Book Value$3,620EOYBookValueAmt
EOYFMV$3,620EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescCT FILING FEEDesc
Revenue And Expenses Per Books$100RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$100DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN/(LOSS) ON INVESTMENTSDesc
Amt$646,080Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXESCategoryTxt
Amt$4,000Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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