SBM CHARITABLE FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SBM CHARITABLE FOUNDATION INC (EIN 06-1574365)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-14
- IRS object ID
- 202011969349101766
- 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
- Depreciation Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-14T14:58:22-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221478099 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 CHURCH STREET 12TH FLOOR | AddressLine1Txt |
| City | HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061574365 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SBM CHARITABLE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SBMC | BusinessNameControlTxt |
| Phone | 8605330355 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 935 MAIN STREET LEVEL C NO B-101 | AddressLine1Txt |
| City | MANCHESTER | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06040 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DOREEN DOWNHAM | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 8605331067 | PhoneNum |
| Signature | 2020-07-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PATRICIA MCGOWAN | PreparerPersonNm |
| PTIN | P00184514 | PTIN |
| Phone | 9592007000 | PhoneNum |
| Preparation | 2020-06-29 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 209.59.242.22 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-07-13 | IPDt |
| IP Tm | 09:48:16 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-02-16 14:24:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $35,174,336 | 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 | $218,011 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $765 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $765 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $782,822 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $782,822 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,811,331 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $14,772,078 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,811,331 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,812,929 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,594,918 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $137,282 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $137,282 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $75,774 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $75,774 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $55,960 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $55,960 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $16,925 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,078 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $11,847 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $11,175 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $11,175 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $24,476 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $4,502 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $9,003 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $9,003 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $146,108 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $121,561 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $24,547 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $481,205 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $126,639 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $325,588 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,566,291 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,969,291 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,047,496 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $126,639 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,294,879 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $765,433 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,468,279 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $300 | CashBOYAmt |
| Cash EOY | $300 | CashEOYAmt |
| Cash EOYFMV | $300 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $305,668 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,025,642 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,025,642 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $66,224 | AcctRcvblAmt |
| Acct Rcvbl EOY | $66,224 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $66,224 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $1,870 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,870 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,870 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $30,966,270 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $32,982,416 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $32,982,416 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $191,542 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $93,658 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $102,386 | LandBOYAmt |
| Land EOY | $97,884 | LandEOYAmt |
| Land EOYFMV | $97,884 | LandEOYFMVAmt |
| Total Assets BOY | $31,376,494 | TotalAssetsBOYAmt |
| Total Assets EOY | $35,174,336 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $35,174,336 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $45,034 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $43,495 | AccountsPayableEOYAmt |
| Grants Payable BOY | $653,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $250,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $698,034 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $293,495 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $30,678,460 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $34,880,841 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $30,678,460 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $34,880,841 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $31,376,494 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $35,174,336 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $30,678,460 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $765,433 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,436,948 | OtherIncreasesAmt |
| Subtotal | $34,880,841 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $34,880,841 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| US BANK | P | 2019-12-31 | $12,041,719 | $12,109,230 | -$67,511 | -$67,511 |
| FORESTER CAPITAL | P | 2019-12-31 | $2,475,532 | $851,517 | $1,624,015 | $1,624,015 |
| AEW | P | 2019-12-31 | $92,582 | $92,582 | $92,582 | |
| BLACKSTONE | P | 2019-12-31 | $162,245 | $162,245 | $162,245 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,811,331 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,655,398 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $34,784,917 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.076338 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,471,015 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $35,667,679 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.069279 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,506,677 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $33,195,604 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.075512 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,263,815 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $34,667,721 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.065300 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,343,012 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $38,708,049 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.060530 | DistributionYr5Rt |
| Total Distribution | 0.346959 | TotalDistributionRt |
| Average Distribution | 0.069392 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $31,647,495 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,196,083 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $24,683 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,220,766 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,294,879 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $24,683 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $24,683 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $24,683 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $16,840 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $16,840 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $7,843 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | Yes (1) | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.SBMFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DOREEN DOWNHAM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8605330355 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 935 MAIN STREET SUITE B-101 LEVEL C | AddressLine1Txt |
| City | MANCHESTER | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06040 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (18 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| BRIAN A ORENSTEIN | ||||||||
| 935 MAIN STREET LEVEL C SUITE B-101 | MANCHESTER | CT | 06040 | TREASURER | 0.50 | $0 | $0 | $0 |
| CHARLES L PIKE | ||||||||
| 935 MAIN STREET LEVEL C SUITE B-101 | MANCHESTER | CT | 06040 | VICE PRESIDENT | 0.50 | $0 | $0 | $0 |
| DOREEN DOWNHAM | ||||||||
| 935 MAIN STREET LEVEL C SUITE B-101 | MANCHESTER | CT | 06040 | EX DIR/SECRETARY | 40.00 | $137,282 | $18,451 | $0 |
| DOUGLAS K ANDERSON | ||||||||
| 935 MAIN STREET LEVEL C SUITE B-101 | MANCHESTER | CT | 06040 | VICE PRESIDENT | 0.50 | $0 | $0 | $0 |
| ERIC A MARZIALI | ||||||||
| 935 MAIN STREET LEVEL C SUITE B-101 | MANCHESTER | CT | 06040 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| GREGORY S WOLFF | ||||||||
| 935 MAIN STREET LEVEL C SUITE B-101 | MANCHESTER | CT | 06040 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| HARRY S GAUCHER | ||||||||
| 935 MAIN STREET LEVEL C SUITE B-101 | MANCHESTER | CT | 06040 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| JOHN D LABELLE JR | ||||||||
| 935 MAIN STREET LEVEL C SUITE B-101 | MANCHESTER | CT | 06040 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| JON L NORRIS | ||||||||
| 935 MAIN STREET LEVEL C SUITE B-101 | MANCHESTER | CT | 06040 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| LAURENCE P RUBINOW | ||||||||
| 935 MAIN STREET LEVEL C SUITE B-101 | MANCHESTER | CT | 06040 | CHAIRMAN | 0.50 | $0 | $0 | $0 |
| LINDA S KLEIN | ||||||||
| 935 MAIN STREET LEVEL C SUITE B-101 | MANCHESTER | CT | 06040 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| MICHAEL J HARTL | ||||||||
| 935 MAIN STREET LEVEL C SUITE B-101 | MANCHESTER | CT | 06040 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| RICHARD P MEDUSKI | ||||||||
| 935 MAIN STREET LEVEL C SUITE B-101 | MANCHESTER | CT | 06040 | PRESIDENT | 0.50 | $0 | $0 | $0 |
| RICHARD SUSKI | ||||||||
| 935 MAIN STREET LEVEL C SUITE B-101 | MANCHESTER | CT | 06040 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| SHEILA B FLANAGAN | ||||||||
| 935 MAIN STREET LEVEL C SUITE B-101 | MANCHESTER | CT | 06040 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| TIMOTHY J DEVANNEY | ||||||||
| 935 MAIN STREET LEVEL C SUITE B-101 | MANCHESTER | CT | 06040 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| TIMOTHY MOYNIHAN | ||||||||
| 935 MAIN STREET LEVEL C SUITE B-101 | MANCHESTER | CT | 06040 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| WILLIAM D O'NEILL | ||||||||
| 935 MAIN STREET LEVEL C SUITE B-101 | MANCHESTER | CT | 06040 | TRUSTEE | 0.50 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KELLEY GUNTHER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 935 MAIN STREET | AddressLine1Txt |
| City | MANCHESTER | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06040 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | FOUNDATION & SCHOLAR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $69,185 | CompensationAmt |
| Employee Benefits | $21,616 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRIME BUCHHOLZ & ASSOCIATES LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 273 CORPORATE DR 250 | AddressLine1Txt |
| City | PORTSMOUTH | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $75,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $27,584,707 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $426,231 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,118,499 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $32,129,437 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $32,129,437 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $481,942 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $31,647,495 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,582,375 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,582,375 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $24,683 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $24,683 | TotalTaxAmt |
| Distributable Before Adj | $1,557,692 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,557,692 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,557,692 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,294,879 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,294,879 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $24,683 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,270,196 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,557,692 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $434,218 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $574,001 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $871,409 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $703,797 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $949,790 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,533,215 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,294,879 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,557,692 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $737,187 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,270,402 | 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 | $434,218 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,836,184 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $574,001 | ExcessFromYear4Amt |
| Excess From Year3 | $871,409 | ExcessFromYear3Amt |
| Excess From Year2 | $703,797 | ExcessFromYear2Amt |
| Excess From Year1 | $949,790 | ExcessFromYear1Amt |
| Excess From Current Year | $737,187 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KELLEY GUNTHER FOUNDATION AND SCHOL | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 935 MAIN STREET SUITE B-101 LEVEL C | AddressLine1Txt |
| City | MANCHESTER | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06040 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8605331067 | RecipientPhoneNum |
| Form And Info And Materials | COMPLETION OF THE "REQUEST FOR GRANT AND "SCHOLARSHIP APPLICATION" FORMS LOCATED ON THE ORGANIZATION'S WEB SITE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SCHOLARSHIP APPLICATION - JANUARY - MARCH FOR THE FOLLOWING FALL SEMESTER; GRANTS APPS - YEAR ROUND | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS AND SCHOLARSHIPS LIMITED TO THE GEOGRAPHICAL AREAS INDICATED ON THE WEB SITE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (108 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ACCESS COMMUNITY ACTION AGENCY | |||||||
| 1315 MAIN STREET | WILLIMANTIC | CT | 06226 | PC | GENERAL USE GRANT | $2,000 | |
| AHM YOUTH SERVICES INC | |||||||
| 25 PENDLETON DRIVE | HEBRON | CT | 06082 | PC | GENERAL USE GRANT | $4,230 | |
| ALTRUSA INTERNATIONAL INC | |||||||
| 332 S MICHIGAN AVE | CHICAGO | IL | 60604 | PC | GENERAL USE GRANT | $4,500 | |
| AMERICAN RED CROSS CONNECTICUT CHAPTER | |||||||
| 209 FARMINGTON AVE | FARMINGTON | CT | 06032 | PC | GENERAL USE GRANT | $4,000 | |
| ARTS FOR LEARNING CONNECTICUT | |||||||
| 3074 WHITNEY AVE | HAMDEN | CT | 06518 | PC | GENERAL USE GRANT | $5,000 | |
| AUTISM FAMILIES OF CONNECTICUT | |||||||
| 101 NORTH PLAINS INDUSTIRAL ROAD | WALLINGFORD | CT | 06492 | PC | GENERAL USE GRANT | $2,000 | |
| BETH SHOLOM B'NAI ISRAEL | |||||||
| 400 MIDDLE TURNPIKE E | MANCHESTER | CT | 06040 | PC | GENERAL USE GRANT | $100 | |
| BILLINGS FORGE COMMUNITY WORKS INC | |||||||
| 140 RUSS ST | HARTFORD | CT | 06106 | PC | GENERAL USE GRANT | $3,000 | |
| BOY SCOUTS OF AMERICA CRC | |||||||
| 60 DARLIN ST PO BOX | EAST HARTFORD | CT | 06107 | PC | GENERAL USE GRANT | $59,000 | |
| BUILDING HEALTHY FAMILIES | |||||||
| 302 HACKMATACK STREET | MANCHESTER | CT | 06040 | PC | GENERAL USE GRANT | $2,500 | |
| CAMP CARE INC | |||||||
| 106 ROUTE 66 | COLUMBIA | CT | 06266 | PC | GENERAL USE GRANT | $4,000 | |
| CATHOLIC CHARITIES AND FAMILLY SERVICES | |||||||
| 331 MAIN STREET | NORWICH | CT | 06360 | PC | GENERAL USE GRANT | $4,500 | |
| CENTRAL CONNECTICUT STATE UNIVERSITY | |||||||
| 1615 STANLEY ST | NEW BRITAIN | CT | 06050 | PC | SCHOLARSHIPS | $25,900 | |
| CHILDREN'S LAW CENTER OF CT | |||||||
| 30 ARBOR STREET NORTH | HARTFORD | CT | 06119 | PC | GENERAL USE GRANT | $25,000 | |
| CONCORACONNECTICUT CHORAL ARTISTS INC | |||||||
| 233 PEARL STREET | HARTFORD | CT | 06103 | PC | GENERAL USE GRANT | $4,000 | |
| CONNECTICUT AUDUBON SOCIETY | |||||||
| 1316 MAIN STREET | GLASTONBURY | CT | 06106 | PC | GENERAL USE GRANT | $69,978 | |
| CONNECTICUT COUNCIL FOR PHILANTHROPY | |||||||
| 221 MAIN STREET | HARTFORD | CT | 06106 | PC | GENERAL USE GRANT | $6,100 | |
| CONNECTICUT INSTITUTE FOR THE BLIND DBA OAK HILL | |||||||
| 120 HOLCOMB STREET | HARTFORD | CT | 06112 | PC | GENERAL USE GRANT | $500 | |
| CONNECTICUT LANDMARKS | |||||||
| 2299 SOUTH STREET | COVENTRY | CT | 06103 | NC | GENERAL USE GRANT | $20,000 | |
| CONNECTICUT PUBLIC AFFAIRS NETWORK | |||||||
| 21 OAK ST | HARTFORD | CT | 06106 | PC | GENERAL USE GRANT | $1,000 | |
| CONNECTICUT PUBLIC BROADCASTING INC | |||||||
| 1049 ASYLUM AVE | HARTFORD | CT | 06105 | PC | GENERAL USE GRANT | $5,000 | |
| CONNECTICUT RADIO INFORMATION SYSTEMS INC | |||||||
| 515 NORTH EAGLEVILLE ROAD | STORRS | CT | 06268 | PC | GENERAL USE GRANT | $1,350 | |
| CONNECTICUT SCIENCE CENTER | |||||||
| 250 COLUMBUS BLVD | HARTFORD | CT | 06106 | PC | GENERAL USE GRANT | $92,014 | |
| CONNECTICUT STORYTELLING CENTER | |||||||
| 270 MOHEGAN AVENUE | NEW LONDON | CT | 06320 | PC | GENERAL USE GRANT | $9,000 | |
| CONNECTICUT WOMEN'S HALL OF FAME | |||||||
| 320 FITCH ST | NEW HAVEN | CT | 06515 | PC | GENERAL USE GRANT | $3,000 | |
| CORNERSTONE FOUNDATION | |||||||
| 15 PROSPECT ST | VERNON | CT | 06066 | PC | GENERAL USE GRANT | $4,600 | |
| COVENANT SOUP KITCHEN | |||||||
| 220 VALLEY STREET | WILLIMANTIC | CT | 06226 | PC | GENERAL USE GRANT | $5,000 | |
| COVENANT TO CARE FOR CHILDREN INC | |||||||
| 1477 PARK ST 2A | HARTFORD | CT | 06106 | PC | GENERAL USE GRANT | $3,000 | |
| DANCES WITH WOOD INC | |||||||
| 80 OLDE ORCHARD ROAD | CLINTON | CT | 06413 | PC | GENERAL USE GRANT | $2,700 | |
| EASTERN CONNECTICUT STATE UNIVERSITY | |||||||
| 83 WINDHAM STREET | WILLIMANTIC | CT | 06040 | PC | SCHOLARSHIPS | $40,200 | |
| EASTERNN CONNECTICUT STATE UNIVERSITY FOUNDATION | |||||||
| 83 WINDHAM STREET | WILLIMANTIC | CT | 06040 | PC | GENERAL USE GRANT | $78,000 | |
| FIDELCO GUIDE DOG FOUNDATION | |||||||
| 103 OLD IRON ORE ROAD | BLOOMFIELD | CT | 06002 | PC | GENERAL USE GRANT | $500 | |
| FOODSHARE | |||||||
| 450 WOODLAND AVE | BLOOMFIELD | CT | 06226 | PC | GENERAL USE GRANT | $10,500 | |
| GENERATIONS FAMILY HEALTH CENTER INC | |||||||
| 1315 MAIN STREET | WILLIMANTIC | CT | 06033 | PC | GENERAL USE GRANT | $40,000 | |
| GIRL SCOUTS OF CT | |||||||
| 340 WASHINGTON STREET | HARTFORD | CT | 06106 | PC | GENERAL USE GRANT | $22,720 | |
| GOODSPEED MUSICALS | |||||||
| 6 MAIN STREET PO BOX A | EAST HADDAM | CT | 06117 | PC | GENERAL USE GRANT | $14,789 | |
| HANDS ON HARTFORD | |||||||
| 330 MAIN STREET 3RD FLOOR | HARTFORD | CT | 06106 | PC | GENERAL USE GRANT | $4,000 | |
| HARTFORD ARTISANS WEAVING CENTER | |||||||
| 42 WOODLAND STREET | HARTFORD | CT | 06105 | PC | GENERAL USE GRANT | $2,000 | |
| HARTFORD CONSORTIUM FOR HIGHER EDUCATION | |||||||
| 95 MAIN STREET SUITE 314 | HARTFORD | CT | 06103 | PC | GENERAL USE GRANT | $29,000 | |
| HARTFORD GAY & LESBIAN HEALTH COLLECTIVE | |||||||
| 1841 BROAD STREET | HARTFORD | CT | 06114 | PC | GENERAL USE GRANT | $4,000 | |
| HARTFORD HOSPITAL | |||||||
| 80 SEYMOUR STREET | HARTFORD | CT | 06102 | PC | GENERAL USE GRANT | $6,995 | |
| HARTFORD JEWISH FEDERATION | |||||||
| 333 BLOOMFIELD AVENUE | WEST HARTFORD | CT | 06117 | PC | GENERAL USE GRANT | $8,800 | |
| HARTFORD STAGE COMPANY | |||||||
| 50 CHURCH STREET | HARTFORD | CT | 06103 | PC | GENERAL USE GRANT | $62,086 | |
| HARTFORD SYMPHONY ORCHESTRA | |||||||
| 100 PEARL STREET 2ND FLOOR EAST | HARTFORD | CT | 06106 | PC | GENERAL USE GRANT | $650 | TOWER |
| HARTFORD'S CAMP COURANT | |||||||
| 285 BROAD STREET | HARTFORD | CT | 06032 | PC | GENERAL USE GRANT | $15,000 | |
| HIGHER EDGE INC | |||||||
| 35 REDDEN AVE | NEW LONDON | CT | 06320 | PC | GENERAL USE GRANT | $4,500 | |
| HILL-STEAD MUSEUM | |||||||
| 35 MOUNTAIN RD | FARMINGTON | CT | 06002 | PC | GENERAL USE GRANT | $33,125 | |
| HOCKANUM VALLEY COMMUNITY COUNCIL INC | |||||||
| 155 WEST MAIN STREET | VERNON | CT | 06226 | PC | GENERAL USE GRANT | $41,166 | |
| HORIZONS INC | |||||||
| 127 BABCOCK HILL RD | SOUTH WINDHAM | CT | 06266 | PC | GENERAL USE GRANT | $53,415 | |
| INTERVAL HOUSE | |||||||
| PO BOX 340207 | HARTFORD | CT | 06117 | PC | GENERAL USE GRANT | $3,500 | |
| JUMPSTART FOR YOUNG CHILDREN | |||||||
| 520 EIGHTH AVENUE 303 | NEW YORK | NY | 10018 | PC | GENERAL USE GRANT | $3,500 | |
| JUNIOR ACHIEVEMENT OF SOUTHWEST NEW ENGLAND INC | |||||||
| 11 ASYLUM STREET SUITE 601 | HARTFORD | CT | 06103 | PC | GENERAL USE GRANT | $18,000 | |
| KIDSAFE CT | |||||||
| 19 ELM ST | ROCKVILLE | CT | 06066 | PC | GENERAL USE GRANT | $13,000 | |
| LAWYERS FOR CHILDREN AMERICA | |||||||
| 151 FARMINGTON AVE | HARTFORD | CT | 06040 | PC | GENERAL USE GRANT | $2,700 | |
| LEADERSHIP GREATER HARTFORD INC | |||||||
| 30 LAUREL STREET SUITE 3 | HARTFORD | CT | 06106 | PC | GENERAL USE GRANT | $3,500 | |
| LITERACY VOLUNTEERS OF GREATER HARTFORD | |||||||
| 30 ARBOR STREET | HARTFORD | CT | 06106 | PC | GENERAL USE GRANT | $3,000 | |
| LITTLE THEATRE OF MANCHESTER INC | |||||||
| 177 HARTFORD ROAD | MANCHESTER | CT | 06040 | PC | GENERAL USE GRANT | $1,000 | |
| MALTA FOOD PANTRY INC | |||||||
| 19 WOODLAND STREET | HARTFORD | CT | 06105 | PC | GENERAL USE GRANT | $2,500 | |
| MALTA HOUSE OF CARE FOUNDATION | |||||||
| 1 STATE STREET SUITE | HARTFORD | CT | 06045 | PC | GENERAL USE GRANT | $67,500 | |
| MANCHESTER AREA CONFERENCE OF CHURCHES | |||||||
| 466 MAIN STREET | MANCHESTER | CT | 06045 | PC | GENERAL USE GRANT | $2,600 | |
| MANCHESTER COMMUNITY COLLEGE FOUNDATION | |||||||
| GREAT PATHS MS 6 PO | MANCHESTER | CT | 06040 | PC | GENERAL USE GRANT | $50,000 | |
| MANCHESTER SYMPHONY ORCHESTRA AND CHORALE | |||||||
| PO BOX 861 | MANCHESTER | CT | 06040 | PC | GENERAL USE GRANT | $3,000 | |
| MANCHESTER UNICO FOUNDATION INC | |||||||
| PO BOX 803 | MANCHESTER | CT | 06045 | PC | GENERAL USE GRANT | $500 | |
| MAYOR'S PROGRAM FOR MANCHESTER CHILDREN | |||||||
| PO BOX 1373 | MANCHESTER | CT | 06045 | PC | GENERAL USE GRANT | $13,000 | |
| MERCY HOUSING & SHELTER | |||||||
| 221 MAIN STREET 4TH FLOOR | HARTFORD | CT | 06106 | PC | GENERAL USE GRANT | $4,000 | |
| MHS PROJECT GRADUATION INC | |||||||
| PO BOX 2371 | MANCHESTER | CT | 06045 | PC | GENERAL USE GRANT | $500 | |
| MY SISTERS' PLACE INC | |||||||
| 102 PLINY STREET | HARTFORD | CT | 06120 | PC | GENERAL USE GRANT | $18,000 | |
| NATIONAL CONFERENCE FOR COMM & JUSTICE INC | |||||||
| 1095 DAY HILL ROAD SUITE 100 | WINDSOR | CT | 06095 | PC | GENERAL USE GRANT | $3,000 | |
| NEW BRITAIN MUSEUM OF AMERICAN ART INC | |||||||
| 56 LEXINGTON STREET | NEW BRITAIN | CT | 06050 | PC | GENERAL USE GRANT | $13,200 | |
| NEW ENGLAND AIR MUSEUM | |||||||
| 36 PERIMETER RD | WINDSOR LOCKS | CT | 06096 | PC | GENERAL USE GRANT | $12,000 | |
| NUTMEG BIG BROTHERS BIG SISTERS | |||||||
| 30 LAUREL STREET SUITE 3 | HARTFORD | CT | 06106 | PC | GENERAL USE GRANT | $4,500 | |
| NUTMEG STATE GAMES | |||||||
| 290 ROBERTS STREET | EAST HARTFORD | CT | 06108 | PC | GENERAL USE GRANT | $1,000 | |
| OPEN HEARTH ASSOCIATION INC | |||||||
| PO BOX 1077 | HARTFORD | CT | 06226 | PC | GENERAL USE GRANT | $36,000 | |
| OUR PIECE OF THE PIE INC | |||||||
| 20 SARGEANT ST | HARTFORD | CT | 06105 | PC | GENERAL USE GRANT | $1,800 | |
| QUINNIPIAC UNIVERSITY | |||||||
| 27 MOUNT CARMEL AVENUE | HAMDEN | CT | 06518 | PC | SCHOLARSHIPS | $5,000 | |
| READ TO GROW INC | |||||||
| 53 SCHOOL GROUND RD | BRANFORD | CT | 06450 | PC | GENERAL USE GRANT | $2,500 | |
| REBUILDING TOGETHER - MANCHESTER | |||||||
| 41 CENTER STREET PO BOX | MANCHESTER | CT | 06040 | PC | GENERAL USE GRANT | $75,000 | |
| RE-CENTER RACE & EQUITY IN EDUCATION | |||||||
| 75 CHARTER OAK AVE | HARTFORD | CT | 06106 | PC | GENERAL USE GRANT | $20,000 | |
| RHS PROJECT GRADUATION | |||||||
| 70 LOVELAND HILL RD | VERNON | CT | 06066 | PC | GENERAL USE GRANT | $500 | |
| RIVERFRONT RECAPTURE INC | |||||||
| 50 COLUMBUS BLVD | HARTFORD | CT | 06106 | PC | GENERAL USE GRANT | $2,500 | |
| SACRED HEART UNIVERSITY | |||||||
| 5151 PARK AVE | FAIRFIELD | CT | 06432 | PC | SCHOLARSHIPS | $2,000 | |
| SAINT FRANCIS HOSPITAL AND MEDICAL CENTER | |||||||
| 114 WOODLAND ST | HARTFORD | CT | 06105 | PC | GENERAL USE GRANT | $50,000 | |
| SALVATION ARMY | |||||||
| 316 PLEASANT ST | WILLIMANTIC | CT | 06226 | PC | GENERAL USE GRANT | $4,500 | |
| SAXTON B LITTLE FREE LIBRARY INC | |||||||
| 319 CONNECTICUT 87 | COLUMBIA | CT | 06237 | PC | GENERAL USE GRANT | $5,000 | |
| SEA RESEARCH FOUNDATION INC | |||||||
| 55 COOGAN BLVD | MYSTIC | CT | 06355 | PC | GENERAL USE GRANT | $22,240 | |
| SOUTH PARK INN INC | |||||||
| 75 MAIN STREET | HARTFORD | CT | 06106 | PC | GENERAL USE GRANT | $833 | |
| THE CHILDREN'S MUSEUM | |||||||
| 950 TROUT BROOK DRIVE | WEST HARTFORD | CT | 06119 | PC | GENERAL USE GRANT | $20,000 | |
| TOWN OF MANCHESTER | |||||||
| 41 CENTER STREET | MANCHESTER | CT | 06040 | NC | GENERAL USE GRANT | $7,000 | |
| TOWN OF MANSFIELD | |||||||
| PO BOX 513 | STORRSMANSFIELD | CT | 06268 | NC | GENERAL USE GRANT | $500 | |
| TOWN OF SOUTH WINDSOR | |||||||
| 1540 SULLIVAN AVE | SOUTH WINDSOR | CT | 06074 | NC | GENERAL USE GRANT | $1,350 | |
| TOWN OF VERNON | |||||||
| 120 SOUTH STREET | VERNON | CT | 06066 | NC | GENERAL USE GRANT | $700 | |
| TRINITY COLLEGE | |||||||
| 300 SUMMIT STREET | HARTFORD | CT | 06106 | PC | GENERAL USE GRANT | $1,000 | |
| UNIVERSITY OF BRIDGEPORT | |||||||
| 126 PARK AVE | BRIDGEPORT | CT | 06604 | PC | SCHOLARSHIPS | $1,000 | |
| UNIVERSITY OF CONNECTICUT | |||||||
| 2131 HILLSIDE RD - UNIT 3088 | STORRS | CT | 06269 | PC | SCHOLARSHIPS | $120,850 | |
| UNIVERSITY OF CONNECTICUT | |||||||
| 2131 HILLSIDE RD - UNIT 3088 | STORRS | CT | 06269 | PC | GENERAL USE GRANT | $280,000 | |
| UNIVERSITY OF CONNECTICUT FOUNDATION | |||||||
| 2131 HILLSIDE RD - UNIT 3088 | STORRS | CT | 06269 | NC | GENERAL USE GRANT | $68,000 | |
| UNIVERSITY OF CONNECTICUT HARTFORD | |||||||
| 200 BLOOMFIELD AVE | WEST HARTFORD | CT | 06117 | PC | SCHOLARSHIPS | $10,500 | |
| UNIVERSITY OF HARTFORD | |||||||
| 200 BLOOMFIELD AVE | WEST HARTFORD | CT | 06117 | PC | SCHOLARSHIPS | $3,000 | |
| UNIVERSITY OF NEW HAVEN | |||||||
| 300 BOSTON POST ROAD | WEST HAVEN | CT | 06516 | PC | SCHOLARSHIPS | $1,000 | |
| UNIVERSITY OF SAINT JOSEPH | |||||||
| 1678 ASYLUM AVENUE | WEST HARTFORD | CT | 06117 | PC | GENERAL USE GRANT | $3,000 | |
| UNIVERSITY OF SAINT JOSEPH | |||||||
| 1678 ASYLUM AVENUE | WEST HARTFORD | CT | 06117 | PC | SCHOLARSHIPS | $9,100 | |
| VH1 SAVE THE MUSIC FOUNDATION | |||||||
| PO BOX 2096 | NEW YORK | NY | 10108 | PC | GENERAL USE GRANT | $5,000 | |
| WADSWORTH ATHENEUM MUSEUM OF ART | |||||||
| 600 MAIN ST | HARTFORD | CT | 06103 | PC | GENERAL USE GRANT | $5,000 | |
| WESTERN CONNECTICUT STATE UNIVERSITY | |||||||
| 181 WHITE ST | DANBURY | CT | 06810 | PC | SCHOLARSHIPS | $6,500 | |
| WINDHAM AREA INTERFAITH MINISTRY | |||||||
| PO BOX 221 | WILLIMANTIC | CT | 06226 | PC | GENERAL USE GRANT | $4,000 | |
| WORLD AFFAIRS COUNCIL CONNECTICUT INC | |||||||
| 1049 ASYLUM AVE | HARTFORD | CT | 06105 | PC | GENERAL USE GRANT | $4,500 | |
| YMCA OF GREATER HARTFORD | |||||||
| 160 JEWELL STREET | HARTFORD | CT | 06103 | PC | GENERAL USE GRANT | $100,000 | |
| YWCA HARTFORD REGION | |||||||
| 135 BROAD STREET | HARTFORD | CT | 06105 | PC | GENERAL USE GRANT | $1,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,969,291 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $765 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $782,822 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,811,331 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,594,918 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,594,918 | 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 | MARY RUBINOW AND WILLIAM RUBINOW SCHOLARSHIP FUND | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 185 ASYLUM STREET | AddressLine1Txt |
| City | HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $218,011 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | STOCK | NoncashPropertyDesc |
| Fair Market Value | $111,513 | FairMarketValueAmt |
| Received | 2019-07-02 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $16,925 | Amt |
| Net Investment Income | $5,078 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $11,847 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | RtRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|
| BUILDING | 2004-04-01 | $158,400 | $62,727 | 0.000000000000 | $3,958 | $0 |
| OFFICE EQUIPMENT | 2004-04-01 | $12,772 | $12,643 | 0.000000000000 | $73 | $0 |
| FURNITURE AND FIXTURES | 2004-04-01 | $20,370 | $18,689 | 0.000000000000 | $471 | $0 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FIXED INCOME FUNDS | FMV | $4,965,876 | $4,965,876 |
| EQUITY FUNDS | FMV | $22,725,381 | $22,725,381 |
| OTHER INVESTMENTS | FMV | $4,118,499 | $4,118,499 |
| BALANCED FUNDS | FMV | $1,172,660 | $1,172,660 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| BUILDINGS | $158,400 | $66,685 | $91,715 |
| FURNITURE & FIXTURES | $20,370 | $19,160 | $1,210 |
| MACHINERY & OTHER EQUIPMENT | $12,772 | $12,716 | $56 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $3,227 | $0 | $3,227 |
| OFFICE EXPENSE | $15,119 | $0 | $15,119 |
| INVESTMENT FEES | $121,561 | $121,561 | $0 |
| MISCELLANEOUS | $6,201 | $0 | $6,201 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS ON INVESTMENTS | Desc |
| Amt | $3,436,948 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSSIONAL FEES | CategoryTxt |
| Amt | $11,175 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $11,175 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $24,476 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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