NEWTOWN SAVINGS BANK FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- NEWTOWN SAVINGS BANK FOUNDATION INC (EIN 06-1514980)
- Tax period
- 2018-10-01 to 2019-09-30
- Filed
- 2020-08-14
- IRS object ID
- 202002279349100515
- Schema version
- 2018v3.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-08-14T15:50:01-05:00 | ReturnTs |
| Tax Period End | 2019-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 157 CHURCH STREET 11TH FLOOR | AddressLine1Txt |
| City | NEW HAVEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06510 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061514980 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEWTOWN SAVINGS BANK FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NEWT | BusinessNameControlTxt |
| Phone | 2034264440 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | NEWTOWN SAVINGS BANK 39 MAIN STREET | AddressLine1Txt |
| City | NEWTOWN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06470 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KENNETH WEINSTEIN | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 2034264440 | PhoneNum |
| Signature | 2020-08-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIC PEREZ | PreparerPersonNm |
| PTIN | P00607753 | PTIN |
| Phone | 2037731909 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | 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 | $2,522,407 | 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 | $267,204 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $85,149 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $85,149 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $11,884 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $271,746 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $11,884 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $463 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $463 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $364,700 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $97,496 | 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 |
| Other Prof Fees Rev And Expnss | $17,204 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $17,204 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $403 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $403 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $35 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $35 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $17,642 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,642 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $88,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $88,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $105,892 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,642 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $88,250 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $258,808 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $79,854 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $41,689 | CashBOYAmt |
| Cash EOY | $111,729 | CashEOYAmt |
| Cash EOYFMV | $111,729 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,086,526 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,171,141 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,171,141 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,095,585 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,239,537 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,239,537 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,223,800 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,522,407 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,522,407 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $2,223,800 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,522,407 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,223,800 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,522,407 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,223,800 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,522,407 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,223,800 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $258,808 | ExcessRevenueOverExpensesAmt |
| Other Increases | $39,799 | OtherIncreasesAmt |
| Subtotal | $2,522,407 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,522,407 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (23 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ALLY FINL INC FR | P | 2014-03-27 | 2019-03-15 | $10,000 | $10,005 | -$5 | -$5 |
| BANK OF AMERICA CORP | P | 2009-08-03 | 2019-08-15 | $20,000 | $20,000 | $0 | $0 |
| BANK OF AMERICA CORP | P | 2016-03-11 | 2019-09-16 | $25,000 | $25,000 | $0 | $0 |
| BANK OF AMERICA CORP | P | 2017-03-24 | 2019-09-30 | $20,000 | $19,975 | $25 | $25 |
| CALIFORNIA STATEWIDE | P | 2019-03-05 | 2019-06-03 | $10,000 | $10,586 | -$586 | -$586 |
| CORTEVA INC | P | 2018-05-15 | 2019-06-06 | $18 | $18 | $18 | |
| DELAWARE RIV PORT AUTH | P | 2017-10-27 | 2019-01-02 | $10,000 | $10,965 | -$965 | -$965 |
| DELL INC SR UNSECURED | P | 2013-01-18 | 2019-06-17 | $25,000 | $25,625 | -$625 | -$625 |
| DOW CHEMICAL CO | P | 2018-06-29 | 2019-04-08 | $39 | $45 | -$6 | -$6 |
| E I DUPONT DE NEMOURS | P | 2018-05-15 | 2019-06-03 | $49 | $89 | -$40 | -$40 |
| EMPIRE ST RLTY INC CL | P | 2013-10-02 | 2019-06-24 | $7,680 | $6,500 | $1,180 | $1,180 |
| ENTERPRISE PRODUCTS | P | 2006-08-24 | 2019-05-20 | $17,166 | $6,456 | $10,710 | $10,710 |
| FREEPORT MCMORAN COPP | P | 2008-12-26 | 2018-12-27 | $3,106 | $3,382 | -$276 | -$276 |
| GOLDMAN SACHS GROUP | P | 2018-02-05 | 2018-12-27 | $7,984 | $12,794 | -$4,810 | -$4,810 |
| HALLIBURTON CO | P | 2006-08-24 | 2018-12-27 | $2,574 | $3,295 | -$721 | -$721 |
| HALLIBURTON CO | P | 2008-12-26 | 2018-12-27 | $5,148 | $3,430 | $1,718 | $1,718 |
| NATIXIS UNSEC MTN | P | 2018-04-04 | 2019-04-10 | $35,000 | $34,938 | $62 | $62 |
| SABRE CORP COM | P | 2014-04-16 | 2019-08-20 | $9,491 | $6,400 | $3,091 | $3,091 |
| SOCIETE GENERALE NY | P | 2017-05-23 | 2019-03-01 | $35,000 | $34,850 | $150 | $150 |
| SPDR HIGH YIELD | P | 2012-11-01 | 2019-05-08 | $36 | $40 | -$4 | -$4 |
| WILLIAMSBURG CNTY SC | P | 2010-09-10 | 2018-12-03 | $20,000 | $20,211 | -$211 | -$211 |
| WORCESTER MASS G/O BON | P | 2011-03-18 | 2019-01-03 | $5,000 | $5,276 | -$276 | -$276 |
| MATTHEWS INDIA FUND | P | $3,455 | $3,455 | $3,455 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $11,884 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $92,250 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,128,330 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.043344 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $83,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,794,193 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046260 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $85,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,502,073 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.056588 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $41,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,459,490 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.028092 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $64,500 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,350,682 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047754 | DistributionYr5Rt |
| Total Distribution | 0.222038 | TotalDistributionRt |
| Average Distribution | 0.044408 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,344,571 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $104,118 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $799 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $104,917 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $88,250 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,597 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,597 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,597 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $2,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $403 | OverpaymentAmt |
| Applied To ES Tax | $403 | 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 | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KENNETH WEINSTEIN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2034264440 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | NEWTOWN SAVINGS BANK 39 MAIN STREET | AddressLine1Txt |
| City | NEWTOWN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06470 | 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 |
|---|---|---|---|---|---|---|---|---|
| KENNETH WEINSTEIN | ||||||||
| 5 DAIRY LANE | EASTON | CT | 06612 | PRESIDENT & CEO | 0.00 | $0 | $0 | $0 |
| ALAN C CLAVETTE | ||||||||
| 3 FOX HOLLOW LANE | SANDY HOOK | CT | 06482 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| JOHN J MARTOCCI | ||||||||
| 39 MAIN STREET | NEWTOWN | CT | 06470 | CHAIRMAN | 0.00 | $0 | $0 | $0 |
| BRIAN C WHITE | ||||||||
| 60 CASTLE MEADOW ROAD | NEWTOWN | CT | 06470 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| CAROL L MAHONEY | ||||||||
| 20 DIAMOND DRIVE | NEWTOWN | CT | 06470 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| JAMES T MORLEY JR | ||||||||
| 54 HUNTINGTON ROAD | NEWTOWN | CT | 06470 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| WILLIAM J MCCARTHY | ||||||||
| 18 ELANA LANE | SANDY HOOK | CT | 06482 | SENIOR VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| TANYA WULFF TRAUX | ||||||||
| 44 JOSIES RING ROAD | MONROE | CT | 06468 | SECRETARY | 0.00 | $0 | $0 | $0 |
| WILLIAM A BRIMMER JR | ||||||||
| 8 HATTERTOWN ROAD | NEWTOWN | CT | 06470 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| JAMES A KENNEDY | ||||||||
| 111 AUNT HACK ROAD | DANBURY | CT | 06811 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| LAUREEN A TROTTO | ||||||||
| 168 BRUSHY HILL ROAD | NEWTOWN | CT | 06470 | 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 | $2,365,817 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $14,458 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,380,275 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,380,275 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $35,704 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,344,571 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $117,229 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $117,229 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,597 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,597 | TotalTaxAmt |
| Distributable Before Adj | $115,632 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $115,632 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $115,632 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $88,250 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $88,250 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $88,250 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $115,632 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $10,728 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $10,728 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $88,250 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $88,250 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $10,728 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $10,728 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $16,654 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KENNETH WEINSTEIN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | NEWTOWN SAVINGS BANK 39 MAIN STREET | AddressLine1Txt |
| City | NEWTOWN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06470 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2034264440 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS SHOULD BE MADE IN WRITING | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE LIMITED TO APPLICANTS IN THE NEWTOWN AND SURROUNDING AREA AND COMMUNITIES WITH NEWTOWN SAVINGS BANK BRANCHES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (40 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| AMOS HOUSE INC | |||||
| 34 ROCKY GLEN ROAD | DANBURY | CT | 06810 | GENERAL PURPOSE | $1,000 |
| BETHEL PUBLIC SCHOOLS | |||||
| 300 WHITTLESEY DRIVE | BETHEL | CT | 06801 | SCHOLARSHIP PROGRAM | $1,000 |
| BETHEL SOCIAL SERVICES | |||||
| 1 SCHOOL ST | BETHEL | CT | 06801 | TO FUND THE FOOD PANTRY AND FUEL ASSISTANCE PROGRAM | $1,000 |
| BROOKFIELD HIGH SCHOOL | |||||
| 45 LONGMEADOW HILL ROAD | BROOKFIELD | CT | 06804 | TO PROVIDE A SCHOLARSHIP BASED ON FINANCIAL NEED AND COMMUNITY SERVICE | $1,000 |
| BROOKFIELD SOCIAL SERVICES | |||||
| PO BOX 5106 - 100 POCONO RD | BROOKFIELD | CT | 06804 | TO FUND THE FOOD PANTRY AND FUEL ASSISTANCE PROGRAM | $2,000 |
| COMMUNITY ACTION AGENCY OF WESTERN CT | |||||
| 66 NORTH ST | DANBURY | CT | 06810 | GENERAL PURPOSE | $2,000 |
| FOUNDATIONS IN EDUCATION | |||||
| 238 JEWETT AVE | BRIDGEPORT | CT | 06606 | SCHOLARSHIP PROGRAM | $1,000 |
| HOUSATONIC COMMUNITY COLLEGE FOUNDATION (AMERICAN MANUFACTURING HALL OF FAM | |||||
| 900 LAFAYETTE BLVD | BRIDGEPORT | CT | 06604 | SCHOLARSHIP PROGRAM | $2,000 |
| IMMACULATE HIGH SCHOOL | |||||
| 73 SOUTHERN BLVD | DANBURY | CT | 06810 | SCHOLARSHIP PROGRAM | $2,000 |
| LATINO SCHOLARSHIP FUND | |||||
| PO BOX 3355 | DANBURY | CT | 06813 | SCHOLARSHIP PROGRAM | $1,000 |
| LIFEBRIDGE COMMUNITY SERVICES | |||||
| 475 CLINTON AVE | BRIDGEPORT | CT | 06905 | GENERAL PURPOSE | $5,000 |
| MONROE SCHOLARSHIP FUND INC | |||||
| PO BOX 691 | MONROE | CT | 06468 | SCHOLARSHIP PROGRAM | $1,000 |
| MONROE SOCIAL SERVICES | |||||
| 7 FAN HILL ROAD | MONROE | CT | 06468 | TO FUND THE FOOD PANTRY AND FUEL ASSISTANCE PROGRAM | $2,000 |
| NEWTOWN SCHOLARSHIP ASSOCIATION | |||||
| PO BOX 302 | NEWTOWN | CT | 06470 | SCHOLARSHIP PROGRAM | $5,000 |
| OXFORD HIGH SCHOOL | |||||
| 61 QUAKER FARMS RD | OXFORD | CT | 06478 | SCHOLARSHIP PROGRAM | $1,000 |
| POMPERAUG HIGH SCHOOL | |||||
| 234 JUDD ROAD | SOUTHBURY | CT | 06488 | SCHOLARSHIP PROGRAM | $1,000 |
| SHELTON HIGH SCHOOL | |||||
| 120 MEADOW STREET | SHELTON | CT | 06484 | SCHOLARSHIP PROGRAM | $1,000 |
| SOUTHBURY SOCIAL SERVICES | |||||
| 561 MAIN ST SOUTH | SOUTHBURY | CT | 06488 | TO FUND THE FOOD PANTRY AND FUEL ASSISTANCE PROGRAM | $1,000 |
| SPOONER HOUSE | |||||
| 561 MAIN ST SOUTH | SOUTHBURY | CT | 06484 | GENERAL PURPOSE | $1,000 |
| TEAM INC | |||||
| 30 ELIZABETH STREET | DERBY | CT | 06418 | TO FUND THE MEALS ON WHEELS PROGRAM | $2,000 |
| THE HORD FOUNDATION INC | |||||
| PO BOX 4671 | DANBURY | CT | 06813 | SCHOLARSHIP PROGRAM | $1,000 |
| TRUMBULL DEPARTMENT OF SOCIAL SERVICES | |||||
| 23 PRISCILLA PLACE | TRUMBULL | CT | 06611 | TO FUND THE FOOD PANTRY AND FUEL ASSISTANCE PROGRAM | $2,000 |
| TRUMBULL HIGH SCHOOL SCHOLARSHIP FOUNDATION | |||||
| 72 STROBEL ROAD | TRUMBULL | CT | 06611 | SCHOLARSHIP PROGRAM | $1,000 |
| TRUMBULL HOUSING CORPORATION (FBO TRUMBULL HOUSING AUTHORITY) | |||||
| 200 HEDGEHOG CIR | TRUMBULL | CT | 06611 | GENERAL PURPOSE | $5,000 |
| UNITED WAY OF WESTERN CONNECTICUT | |||||
| 85 WEST STREET | DANBURY | CT | 06810 | FUNDING A PROGRAM WHICH TEACHES FUNDAMENTAL FINANCIAL LITERACY SKILLS, LINKING TO EXISTING FINANCIAL SERVICES AND EMPOWERING FINANCIAL CAPABILITY TO LOW-TO-MODERATE INCOME INDIVIDUALS | $5,000 |
| WOMEN'S CENTER OF GREATER DANBURY | |||||
| 2 WEST ST | DANBURY | CT | 06810 | GENERAL PURPOSE | $2,500 |
| WOODBURY SCHOLARSHIP FUND | |||||
| PO BOX 716 | WOODBURY | CT | 06798 | SCHOLARSHIP PROGRAM | $3,000 |
| CONNECTICUT FOOD BANK | |||||
| 2 RESEARCH PARKWAY | WALLINGFORD | CT | 06492 | GENERAL PURPOSE | $3,000 |
| CENTRAL CONNECTICUT COAST YMCA | |||||
| 1240 CHAPEL STREET | NEW HAVEN | CT | 06511 | GENERAL PURPOSE | $2,000 |
| HOMES FOR THE BRAVE (ABBRI) | |||||
| 655 PARK AVENUE | BRIDGEPORT | CT | 06604 | GENERAL PURPOSE | $2,000 |
| HOMETOWN BETHEL OF BETHEL CHAMBER | |||||
| 184 GREENWOOD AVENUE | BETHEL | CT | 06801 | GENERAL PURPOSE | $3,000 |
| MERCY LEARNING CENTER | |||||
| 637 PARK AVENUE | BRIDGEPORT | CT | 06604 | GENERAL PURPOSE | $1,750 |
| NEWTOWN COMMUNITY CENTER | |||||
| 3 PRIMROSE STREET | NEWTOWN | CT | 06470 | GENERAL PURPOSE | $5,000 |
| NEWTOWN SANDYHOOK COMMUNITY FOUNDATION | |||||
| 2 WASHINGTON SQUARE | NEWTOWN | CT | 06470 | GENERAL PURPOSE | $2,500 |
| NEWTOWN SOCIAL SERVICES | |||||
| 3 MAIN STREET | NEWTOWN | CT | 06470 | GENERAL PURPOSE | $1,000 |
| PIERCE HOLLOW VILLAGE LOST FUNDNG | |||||
| 380 NORTH POVERTY ROAD | SOUTHBURY | CT | 06488 | GENERAL PURPOSE | $5,000 |
| SEYMOUROXFORD FOOD BANK | |||||
| PO BOX 178 | SEYMOUR | CT | 06483 | GENERAL PURPOSE | $1,000 |
| WESTERN CT HEALTH NETWORK | |||||
| NORWALK HOSPITAL 34 MAPLE STREET | NORWALK | CT | 06856 | GENERAL PURPOSE | $5,000 |
| COMMUNITY SERVICES COUNCIL OF WOODBURY | |||||
| PO BOX 716 | WOODBURY | CT | 06798 | GENERAL PURPOSE | $1,000 |
| BRIDGEPORT RESCUE MISSSION | |||||
| 1088 FAIRFIELD AVENUE | BRIDGEPORT | CT | 06605 | GENERAL PURPOSE | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $88,250 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $85,149 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $11,884 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME FROM PASSTHROUGH ENTITIES | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $463 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $85,612 | ExclusionAmt |
| Related Or Exempt Function Incm | $11,884 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $97,496 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | NOT APPLICABLE | RelationshipStatementTxt |
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 |
| General Rule | Yes (X) | GeneralRuleInd |
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 | NEWTOWN SAVINGS BANK | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 39 MAIN STREET | AddressLine1Txt |
| City | NEWTOWN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06470 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $250,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCKS | StockNm |
| EOY Book Value | $1,171,141 | EOYBookValueAmt |
| EOYFMV | $1,171,141 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| EXCHANGE TRADED FUNDS (EFTS) | FMV | $401,405 | $401,405 |
| FIXED INCOME (BONDS) | FMV | $817,808 | $817,808 |
| MUTUAL FUNDS | FMV | $20,324 | $20,324 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AMERITRADE FEES | Desc |
| Revenue And Expenses Per Books | $35 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $35 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME FROM PASSTHROUGH ENTITIES | Desc |
| Revenue And Expenses Per Books | $463 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $463 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $463 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENT | Desc |
| Amt | $39,799 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $17,204 | Amt |
| Net Investment Income | $17,204 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $403 | Amt |
| Net Investment Income | $403 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments