UNION SAVINGS BANK FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- UNION SAVINGS BANK FOUNDATION INC (EIN 06-1508286)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-08-17
- IRS object ID
- 202032309349100613
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Govt Obligations Sch
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-08-17T10:25:50-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042689883 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WOLF & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 HIGH STREET 21ST FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061508286 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNION SAVINGS BANK FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIO | BusinessNameControlTxt |
| Phone | 2038304200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 226 MAIN STREET | AddressLine1Txt |
| City | DANBURY | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06810 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL H BRUCE | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2038304200 | PhoneNum |
| Signature | 2020-08-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHARLES J FRAGO CPA | PreparerPersonNm |
| PTIN | P01215587 | PTIN |
| Phone | 6174399700 | PhoneNum |
| Preparation | 2020-08-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $8,650,873 | 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 | $1,012,850 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $171,271 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $171,271 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $155,440 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,556,575 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $155,440 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,339,561 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $326,711 | 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 |
| Accounting Fees Rev And Expnss | $11,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $11,800 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $14,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $340 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $340 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $26,140 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,140 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $362,376 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $336,376 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $388,516 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $348,516 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $951,045 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $326,711 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $227,758 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $202,661 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $202,661 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $137,436 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $104,188 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $104,188 | USGovtObligationsEOYFMVAmt |
| Corporate Bonds BOY | $6,335,852 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $8,339,914 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $8,339,914 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $5,468 | OtherAssetsBOYAmt |
| Other Assets EOY | $4,110 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $4,110 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $6,706,514 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,650,873 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,650,873 | TotalAssetsEOYFMVAmt |
| Grants Payable EOY | $85,500 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $85,500 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $6,706,514 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $8,565,373 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,706,514 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,565,373 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,706,514 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,650,873 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,706,514 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $951,045 | ExcessRevenueOverExpensesAmt |
| Other Increases | $973,314 | OtherIncreasesAmt |
| Subtotal | $8,630,873 | SubtotalAmt |
| Other Decreases | $65,500 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,565,373 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SALE OF SECURITIES | P | $1,521,592 | $1,401,135 | $120,457 | $120,457 |
| CAPITAL GAINS DIVIDENDS | P | $34,983 | $34,983 | $34,983 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $155,440 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $391,289 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,153,873 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.054696 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $153,795 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,933,120 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.031176 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $149,902 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,744,043 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.054628 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $176,650 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,724,930 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.064827 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $192,175 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,829,422 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.067920 | DistributionYr5Rt |
| Total Distribution | 0.273247 | TotalDistributionRt |
| Average Distribution | 0.054649 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,390,771 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $403,898 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,267 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $407,165 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $348,516 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,534 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,534 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,534 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,826 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $7,826 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $5 | EsPenaltyAmt |
| Overpayment | $1,287 | OverpaymentAmt |
| Applied To ES Tax | $1,287 | 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 |
| Individual With Books | LAURA SZABLAK | IndividualWithBooksNm |
| Phone | 2038304200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 226 MAIN ST | AddressLine1Txt |
| City | DANBURY | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06810 | 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 |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 (12 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 |
|---|---|---|---|---|---|---|---|---|
| ARNOLD E FINALDI JR | ||||||||
| 226 MAIN STREET | DANBURY | CT | 06810 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JEFF LEVINE | ||||||||
| 226 MAIN STREET | DANBURY | CT | 06810 | CHAIRMAN | 1.00 | $0 | $0 | $0 |
| LUCIE H VOVES | ||||||||
| 226 MAIN STREET | DANBURY | CT | 06810 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| IRENE DZIECIASZEK | ||||||||
| 226 MAIN STREET | DANBURY | CT | 06810 | SECRETARY | 1.00 | $0 | $0 | $0 |
| PAUL H BRUCE | ||||||||
| 226 MAIN STREET | DANBURY | CT | 06810 | TREASURER | 1.00 | $0 | $0 | $0 |
| CYNTHIA C MERKLE | ||||||||
| 226 MAIN STREET | DANBURY | CT | 06810 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| FRANK ROWELLA JR | ||||||||
| 226 MAIN STREET | DANBURY | CT | 06810 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JEFFREY MCDONOUGH | ||||||||
| 226 MAIN STREET | DANBURY | CT | 06810 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MATTHEW KARPAS | ||||||||
| 226 MAIN STREET | DANBURY | CT | 06810 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| FREDERICK F JUDD | ||||||||
| 226 MAIN STREET | DANBURY | CT | 06810 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MICHAEL R KAUFMAN | ||||||||
| 226 MAIN STREET | DANBURY | CT | 06810 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MICHELLE BONVICINI | ||||||||
| 226 MAIN STREET | DANBURY | CT | 06810 | TRUSTEE | 1.00 | $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 | $7,276,649 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $222,162 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,510 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,503,321 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,503,321 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $112,550 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,390,771 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $369,539 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $369,539 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,534 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,534 | TotalTaxAmt |
| Distributable Before Adj | $363,005 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $363,005 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $363,005 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $348,516 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $348,516 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $348,516 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $363,005 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $54,970 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $47,481 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $14,693 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $41,614 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $158,758 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $348,516 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $348,516 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $14,489 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $14,489 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $144,269 | 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 | $40,481 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $103,788 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $47,481 | ExcessFromYear4Amt |
| Excess From Year3 | $14,693 | ExcessFromYear3Amt |
| Excess From Year1 | $41,614 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MICHELLE BONVICINI | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 MAIN STREET | AddressLine1Txt |
| City | DANBURY | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06810 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2038304200 | RecipientPhoneNum |
| Form And Info And Materials | AN 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 Deadlines | JUNE 1ST TO AUGUST 31ST | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS 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 (46 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABILITY BEYOND | |||||||
| 4 BERKSHIRE BOULEVARD | BETHEL | CT | 06801 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 |
| AFTER SCHOOL ARTS PROGRAM INC | |||||||
| PO BOX 8 | WASHINGTON DEPOT | CT | 06794 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 |
| ASSOCIATION OF RELIGIOUS COMMUNITIES INC | |||||||
| 24 DELAY STREET - SUITE 4 | DANBURY | CT | 06810 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 |
| AUDUBON BENT OF THE RIVER | |||||||
| 185 E FLAT HILL RD | SOUTHBURY | CT | 06488 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 |
| BIG BROTHERS BIG SISTERS OF SOUTHWESTERN CT | |||||||
| 2470 FAIRFIELD AVENUE | BRIDGEPORT | CT | 06605 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 |
| COMMUNITY CULINARY SCHOOL OF NORTHWEST CT | |||||||
| 40 MAIN STREET | NEW MILFORD | CT | 06776 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 |
| CONNECTICUT BALLET | |||||||
| 20 ACOSTA STREET | STAMFORD | CT | 06902 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 |
| DANBURY GRASSROOTS ACADEMY | |||||||
| 196 MAIN STREET | DANBURY | CT | 06810 | NOT RELATED | PC | EXEMPT PURPOSE | $20,000 |
| DANBURY MUSIC CENTRE INC | |||||||
| 256 MAIN STREET | DANBURY | CT | 06810 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 |
| DANBURY POLICE ACTIVITIES LEAGUE | |||||||
| 35 HAYESTOWN ROAD | DANBURY | CT | 06811 | NOT RELATED | PC | EXEMPT PURPOSE | $15,000 |
| DANBURY SCHOOLS AND BUSINESS COLLABORATIVE | |||||||
| 63 BEAVER BROOK ROAD | DANBURY | CT | 06810 | NOT RELATED | PC | EXEMPT PURPOSE | $15,000 |
| DANBURY WESTERNERS | |||||||
| PO BOX 3828 | DANBURY | CT | 06813 | NOT RELATED | PC | EXEMPT PURPOSE | $2,500 |
| DH & NMH FOUNDATION (LYME DISEASE RESEARCH) | |||||||
| 24 HOSPITAL AVENUE | DANBURY | CT | 06813 | NOT RELATED | PC | EXEMPT PURPOSE | $27,500 |
| EDITH WHEELER MEMORIAL LIBRARY | |||||||
| 733 MONROE TPKE | MONROE | CT | 06468 | NOT RELATED | PC | EXEMPT PURPOSE | $600 |
| FIVE POINTS GALLERY | |||||||
| PO BOX 1028 33 MAIN ST | TORRINGTON | CT | 06790 | NOT RELATED | PC | EXEMPT PURPOSE | $500 |
| FOUNDERS HALL FOUNDATION | |||||||
| 193 DANBURY RD | RIDGEFIELD | CT | 06877 | NOT RELATED | PC | EXEMPT PURPOSE | $2,000 |
| HILLSIDE FOOD OUTREACH INC | |||||||
| PO BOX 155 | PLEASANTVILLE | NY | 10570 | NOT RELATED | PC | EXEMPT PURPOSE | $7,500 |
| JUNIOR ACHIEVEMENT OF GREATER FAIRFIELD COUNTY | |||||||
| 835 MAIN STREET | BRIDGEPORT | CT | 06604 | NOT RELATED | PC | EXEMPT PURPOSE | $20,000 |
| KEELER TAVERN MUSEUM AND HISTORY CENTER | |||||||
| 132 MAIN ST | RIDGEFIELD | CT | 06877 | NOT RELATED | PC | EXEMPT PURPOSE | $2,500 |
| KENNEDY CENTER | |||||||
| 2440 RESERVOIR AVENUE | TRUMBULL | CT | 06611 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 |
| LATINO SCHOLARSHIP FUND | |||||||
| PO BOX 3355 | DANBURY | CT | 06810 | NOT RELATED | PC | EXEMPT PURPOSE | $2,500 |
| LEBANON AMERICAN CLUB SCHOLARSHIP | |||||||
| 22 WEST ST | DANBURY | CT | 06814 | NOT RELATED | PC | EXEMPT PURPOSE | $500 |
| LITERACY VOLUNTEERS ON THE GREEN | |||||||
| 7 WHITTLESEY AVENUE - PO BOX 366 | NEW MILFORD | CT | 06776 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 |
| MISHKAN ISRAEL DAY CAMP | |||||||
| 785 RIDGE RD | HAMDEN | CT | 06517 | NOT RELATED | PC | EXEMPT PURPOSE | $1,400 |
| NAUGATUCK VALLEY COMMUNITY COLLEGE | |||||||
| 750 CHASE PKWY | WATERBURY | CT | 06708 | NOT RELATED | PC | EXEMPT PURPOSE | $15,000 |
| NEWTOWN YOUTH AND FAMILY SERVICES | |||||||
| 15 BERKSHIRE ROAD | SANDY HOOK | CT | 06482 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 |
| NORTHWESTERN CONNECTICUT YMCA | |||||||
| 259 PROSPECT STREET | TORRINGTON | CT | 06790 | NOT RELATED | PC | EXEMPT PURPOSE | $15,000 |
| OLD TIMERS' ATHLETIC ASSOCIATION | |||||||
| PO BOX 1113 | DANBURY | CT | 06813 | NOT RELATED | PC | EXEMPT PURPOSE | $3,000 |
| PRATT NATURE CENTER | |||||||
| 163 PAPER MILL ROAD | NEW MILFORD | CT | 06776 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 |
| READ TO GROW INC | |||||||
| 53 SCHOOL GROUND RD UNIT 43 | BRANFORD | CT | 06405 | NOT RELATED | PC | EXEMPT PURPOSE | $3,000 |
| RIDGEFIELD SYMPHONY ORCHESTRA | |||||||
| 77 DANBURY ROAD | RIDGEFIELD | CT | 06877 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 |
| RIDGEFIELD VISITING NURSE ASSOCIATION | |||||||
| 27 GOVERNOR STREET | RIDGEFIELD | CT | 06877 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 |
| SONS OF PORTUGAL SCHOLARSHIP FUND | |||||||
| PO BOX 3588 | DANBURY | CT | 06813 | NOT RELATED | PC | EXEMPT PURPOSE | $1,250 |
| SOUTHBURY NEEDY FUND | |||||||
| PO BOX 72 | SOUTHBURY | CT | 06488 | NOT RELATED | PC | EXEMPT PURPOSE | $500 |
| TEACHERS' CLOSETS SUPPLIES DONATED | |||||||
| 226 MAIN ST | DANBURY | CT | 06810 | NOT RELATED | PC | EXEMPT PURPOSE | $1,626 |
| THE EXCHANGE CLUB OF DANBURY | |||||||
| PO BOX 763 | DANBURY | CT | 06813 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 |
| THE HORD FOUNDATION | |||||||
| PO BOX 4671 | DANBURY | CT | 06813 | NOT RELATED | PC | EXEMPT PURPOSE | $2,500 |
| THE NEW AMERICAN DREAM FOUNDATION | |||||||
| 32 FAIRVIEW AVE FL 2 | DANBURY | CT | 06810 | NOT RELATED | PC | EXEMPT PURPOSE | $2,000 |
| THE RIDGEFIELD PLAYHOUSE FOR MOVIES AND THE PERFORMING ARTS INC | |||||||
| 80 EAST RIDGE | RIDGEFIELD | CT | 06877 | NOT RELATED | PC | EXEMPT PURPOSE | $7,500 |
| UNITED WAY OF WESTERN CT | |||||||
| 301 MAIN ST SUITE 2-5 | DANBURY | CT | 06810 | NOT RELATED | PC | EXEMPT PURPOSE | $17,500 |
| UNITED WAYS OF WESTERN CT | |||||||
| 301 MAIN ST SUITE 2-5 | DANBURY | CT | 06810 | NOT RELATED | PC | EXEMPT PURPOSE | $20,000 |
| WARNER THEATRE | |||||||
| PO BOX1012 | TORRINGTON | CT | 06790 | NOT RELATED | PC | EXEMPT PURPOSE | $4,000 |
| WESTERN CT STATE UNIVERSITY (RACHEL CARTER) | |||||||
| 181 WHITE STREET | DANBURY | CT | 06810 | NOT RELATED | PC | EXEMPT PURPOSE | $2,500 |
| WESTERN CT STATE UNIVERSITY (YASMIN MACANCELA) | |||||||
| 181 WHITE STREET | DANBURY | CT | 06810 | NOT RELATED | PC | EXEMPT PURPOSE | $2,500 |
| WOMEN'S CENTER OF GREATER DANBURY | |||||||
| 2 WEST STREET | DANBURY | CT | 06810 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 |
| WOMEN'S CENTER OF GREATER DANBURY | |||||||
| 2 WEST STREET | DANBURY | CT | 06810 | NOT RELATED | PC | EXEMPT PURPOSE | $18,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $336,376 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| DH & NMH FOUNDATION (LYME DISEASE RESEARCH) | |||||||
| 24 HOSPITAL AVENUE | DANBURY | CT | 06813 | NOT RELATED | PC | EXEMPT PURPOSE | $47,500 |
| UNITED WAYS OF WESTERN CT | |||||||
| 301 MAIN ST SUITE 2-5 | DANBURY | CT | 06810 | NOT RELATED | PC | EXEMPT PURPOSE | $20,000 |
| WOMEN'S CENTER OF GREATER DANBURY | |||||||
| 2 WEST STREET | DANBURY | CT | 06810 | NOT RELATED | PC | EXEMPT PURPOSE | $18,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $85,500 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $171,271 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $155,440 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $326,711 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $326,711 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| 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 | UNION SAVINGS BANK | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 647 | AddressLine1Txt |
| City | DANBURY | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06813 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,012,850 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| AUDIT FEE | $8,900 | $0 | $8,900 |
| TAX PREPARATION FEE | $2,900 | $0 | $2,900 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MUTUAL FUNDS | $7,958,561 | $7,958,561 |
| CORPORATE DEBT SECURITIES | $381,353 | $381,353 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $104,188 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $104,188 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INTEREST RECEIVABLE | Desc |
| BOY Book Value | $5,468 | BOYBookValueAmt |
| EOY Book Value | $4,110 | EOYBookValueAmt |
| EOYFMV | $4,110 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR YEAR ACCOUNTING ADJUSTMENT | Desc |
| Amt | $65,500 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CT FILING FEE | $100 | $0 | $100 |
| OFFICE SUPPLIES | $240 | $0 | $240 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/(LOSS) ON INVESTMENTS | Desc |
| Amt | $973,314 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAXES | CategoryTxt |
| Amt | $14,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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