NEWTOWN SAVINGS BANK FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- NEWTOWN SAVINGS BANK FOUNDATION INC (EIN 06-1514980)
- Tax period
- 2023-10-01 to 2024-09-30
- Filed
- 2025-02-14
- IRS object ID
- 202520459349100822
- Schema version
- 2023v6.0
- 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 Stock Schedule
- Investments Other Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-02-14T16:41:30-06:00 | ReturnTs |
| Tax Period End | 2024-09-30 | 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 | 255 STATE STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-10-01 | 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 |
| Business Name Line2 | C/O NEWTOWN SAVINGS BANK | BusinessNameLine2Txt |
| 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 | 39 MAIN STREET | AddressLine1Txt |
| City | NEWTOWN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06470 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM J MCCARTHY | PersonNm |
| Person Title | SVP - CFO | PersonTitleTxt |
| Phone | 2034264440 | PhoneNum |
| Signature | 2025-02-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KAREN S NG | PreparerPersonNm |
| PTIN | P01067482 | PTIN |
| Phone | 6174399700 | PhoneNum |
| Preparation | 2025-01-31 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,076,237 | 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 | $297,974 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $190,622 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $190,622 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $101,543 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $599,779 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $101,543 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $590,139 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $292,165 | 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 | $2,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,300 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $53,347 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $53,347 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $57,647 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $53,347 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,300 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $230,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $230,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $288,147 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $53,347 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $232,800 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $301,992 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $238,818 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $49,753 | CashBOYAmt |
| Cash EOY | $140,210 | CashEOYAmt |
| Cash EOYFMV | $140,210 | CashEOYFMVAmt |
| Corporate Stock BOY | $2,623,982 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,506,628 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,506,628 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $2,719,876 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,429,399 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,429,399 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,393,611 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,076,237 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,076,237 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,743,887 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,743,887 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,649,724 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,332,350 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,393,611 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,076,237 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,393,611 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,076,237 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,393,611 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $301,992 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,380,634 | OtherIncreasesAmt |
| Subtotal | $7,076,237 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,076,237 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (43 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| BNP PARIBAS NOTE CONV SC 02/28/2024 6.75% | P | 2020-02-26 | 2024-02-28 | $10,000 | $10,000 | $0 | $0 |
| BNP PARIBAS NOTE CONV SC 02/28/2024 6.75% | P | 2020-02-26 | 2024-02-28 | $40,000 | $39,925 | $75 | $75 |
| CITIGROUP INC | P | 2022-01-11 | 2023-10-03 | $5,975 | $9,983 | -$4,008 | -$4,008 |
| CITIGRP GLOBAL MKTS HLD 02/05/2026 5.00% | P | 2022-01-31 | 2024-08-05 | $50,000 | $49,900 | $100 | $100 |
| CITIZENS FINANCIAL GROUP | P | 2016-09-01 | 2023-10-03 | $10,146 | $9,852 | $294 | $294 |
| CITIZENS FINANCIAL GROUP | P | 2020-03-19 | 2023-10-03 | $2,536 | $1,737 | $799 | $799 |
| CREDIT AGRICOLE CORPORA 02/16/2027 13.80% | P | 2023-02-07 | 2024-02-13 | $45,000 | $44,913 | $87 | $87 |
| DOW CHEMICAL CO | P | 2018-05-15 | 2023-10-03 | $5,113 | $6,765 | -$1,652 | -$1,652 |
| DOW CHEMICAL CO | P | 2018-06-29 | 2023-10-03 | $1,670 | $2,203 | -$533 | -$533 |
| DOW CHEMICAL CO | P | 2018-12-27 | 2023-10-03 | $1,704 | $1,742 | -$38 | -$38 |
| DOW CHEMICAL CO | P | 2019-05-20 | 2023-10-03 | $4,295 | $4,247 | $48 | $48 |
| DOW CHEMICAL CO | P | 2020-03-19 | 2023-10-03 | $7,669 | $4,326 | $3,343 | $3,343 |
| FEDERAL HOME LN MTG 03/28/2028 6.00% | P | 2023-03-09 | 2024-03-28 | $50,000 | $50,010 | -$10 | -$10 |
| FEDERAL HOME LOAN BANK 03/06/2026 5.50% | P | 2023-03-06 | 2024-09-06 | $50,000 | $49,910 | $90 | $90 |
| FT ENERGY INCOME PART | P | 2015-12-18 | 2024-05-07 | $8 | $10 | -$2 | -$2 |
| GE VERNOVA INC | P | 2022-01-11 | 2024-05-22 | $8,285 | $3,254 | $5,031 | $5,031 |
| GE VERNOVA INC | P | 2022-08-25 | 2024-05-22 | $4,142 | $1,257 | $2,885 | $2,885 |
| GE VERNOVA INC | P | 2022-10-05 | 2024-05-22 | $4,142 | $1,069 | $3,073 | $3,073 |
| GOLDMAN SACHS FR 5.1%061 06/15/2024 5.10% | P | 2011-06-13 | 2024-06-17 | $25,000 | $24,962 | $38 | $38 |
| JPMORGAN CHASE FINL CO L 05/20/2027 14.50% | P | 2023-05-17 | 2023-11-21 | $25,000 | $24,962 | $38 | $38 |
| NOVO NORDISK A.S. ADR | P | 2017-04-05 | 2024-05-22 | $19,951 | $2,694 | $17,257 | $17,257 |
| NVIDIA CORP COM | P | 2019-06-24 | 2023-10-03 | $21,836 | $1,922 | $19,914 | $19,914 |
| NVIDIA CORP COM | P | 2019-06-24 | 2024-05-22 | $47,328 | $1,922 | $45,406 | $45,406 |
| NVIDIA CORP COM | P | 2019-06-24 | 2024-05-30 | $23,056 | $769 | $22,287 | $22,287 |
| SAN BERNARDINO CA CITY 02/01/2024 8.153% | P | 2012-02-17 | 2024-02-01 | $20,000 | $24,995 | -$4,995 | -$4,995 |
| SANDOZ GROUP AG | P | 2009-01-28 | 2024-05-22 | $1,049 | $302 | $747 | $747 |
| SANDOZ GROUP AG | P | 2016-09-01 | 2024-05-22 | $350 | $183 | $167 | $167 |
| SANDOZ GROUP AG | P | 2020-02-27 | 2024-05-22 | $350 | $233 | $117 | $117 |
| SANDOZ GROUP AG | P | 2023-12-05 | 2024-05-22 | $1,748 | $1,515 | $233 | $233 |
| SOCIETE GENERALE NOTE 05/20/2027 11.40% | P | 2023-05-17 | 2023-11-22 | $25,000 | $24,963 | $37 | $37 |
| STATE STREET CORP | P | 2010-03-23 | 2023-10-03 | $12,956 | $9,192 | $3,764 | $3,764 |
| STATE STREET CORP | P | 2021-01-22 | 2023-10-03 | $6,478 | $7,399 | -$921 | -$921 |
| SUPERNUS PHARMACEUTIC | P | 2015-06-17 | 2024-05-22 | $7,018 | $4,064 | $2,954 | $2,954 |
| SUPERNUS PHARMACEUTIC | P | 2016-01-19 | 2024-05-22 | $21,056 | $8,495 | $12,561 | $12,561 |
| V F CORP COM | P | 2022-03-11 | 2023-10-03 | $8,145 | $26,833 | -$18,688 | -$18,688 |
| V F CORP COM | P | 2022-08-25 | 2023-10-03 | $815 | $2,206 | -$1,391 | -$1,391 |
| V F CORP COM | P | 2022-12-01 | 2023-10-03 | $2,444 | $5,074 | -$2,630 | -$2,630 |
| V F CORP COM | P | 2022-12-23 | 2023-10-03 | $4,887 | $7,777 | -$2,890 | -$2,890 |
| V F CORP COM | P | 2023-01-18 | 2023-10-03 | $3,258 | $6,146 | -$2,888 | -$2,888 |
| V F CORP COM | P | 2023-07-17 | 2023-10-03 | $4,887 | $5,709 | -$822 | -$822 |
| VANGUARD FUNDS INTL EQ | P | 2018-08-23 | 2023-12-05 | $10,826 | $10,344 | $482 | $482 |
| VANGUARD FUNDS INTL EQ | P | 2018-12-27 | 2023-12-05 | $5,413 | $4,472 | $941 | $941 |
| CAPITAL GAINS DIVIDENDS | P | $243 | $243 | $243 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $101,543 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,320 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,320 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,320 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,334 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,334 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $986 | 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 | 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 | WILLIAM J MCCARTHY | IndividualWithBooksNm |
| Phone | 2034264440 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O NEWTOWN SAVINGS BANK 39 MAIN | AddressLine1Txt |
| Address Line2 | STREET | AddressLine2Txt |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| KENNETH L WEINSTEIN | ||||||||
| 39 MAIN STREET | NEWTOWN | CT | 06470 | PRESIDENT/DIRECTOR | 1.00 | $0 | $0 | $0 |
| WILLIAM J MCCARTHY | ||||||||
| 39 MAIN STREET | NEWTOWN | CT | 06470 | SVP - CFO | 1.00 | $0 | $0 | $0 |
| JULIA DOUGLAS | ||||||||
| 39 MAIN STREET | NEWTOWN | CT | 06470 | SECRETARY | 1.00 | $0 | $0 | $0 |
| CARRIE L AMOS | ||||||||
| 39 MAIN STREET | NEWTOWN | CT | 06470 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ISABEL C ALMEIDA | ||||||||
| 39 MAIN STREET | NEWTOWN | CT | 06470 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ALAN J CLAVETTE | ||||||||
| 39 MAIN STREET | NEWTOWN | CT | 06470 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JAMES A KENNEDY | ||||||||
| 39 MAIN STREET | NEWTOWN | CT | 06470 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CAROL L MAHONEY | ||||||||
| 39 MAIN STREET | NEWTOWN | CT | 06470 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| GLENN J NANAVATY | ||||||||
| 39 MAIN STREET | NEWTOWN | CT | 06470 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JOHN F TRENTACOSTA | ||||||||
| 39 MAIN STREET | NEWTOWN | CT | 06470 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| LAUREEN A TROTTO | ||||||||
| 39 MAIN STREET | NEWTOWN | CT | 06470 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| BRIAN C WHITE | ||||||||
| 39 MAIN STREET | NEWTOWN | CT | 06470 | DIRECTOR | 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 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MYSTIC ASSET MANAGEMENT | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1287 POST ROD | AddressLine1Txt |
| City | WARWICK | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02888 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISORY FEES | ServiceTypeTxt |
| Compensation | $53,260 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $6,207,696 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $146,184 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,353,880 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,353,880 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $95,308 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,258,572 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $312,929 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $312,929 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,320 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,320 | TotalTaxAmt |
| Distributable Before Adj | $309,609 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $309,609 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $309,609 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $232,800 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $232,800 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $309,609 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $91,003 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $232,800 | QualifyingDistributionsAmt |
| Applied To Year1 | $91,003 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $141,797 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | 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 | $167,812 | 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
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | WILLIAM J MCCARTHY | 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 (73 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMOS HOUSE | ||||||||
| PO BOX 509 | DANBURY | CT | 06810 | NOT RELATED | PC | EXEMPT PURPOSE | $2,000 | |
| BETHEL HIGH SCHOOL | ||||||||
| 300 WHITTLESEY DRIVE | BETHEL | CT | 06604 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 | |
| BETHEL SOCIAL SERVICES | ||||||||
| 1 SCHOOL STREET | BETHEL | CT | 06801 | NOT RELATED | PC | EXEMPT PURPOSE | $2,000 | |
| BOYS AND GIRLS VILLAGE | ||||||||
| 528 WHEELERS FARM ROAD | MILFORD | CT | 06461 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 | |
| BOY SCOUTS - CONNECTICUT YANKEE COUNCIL | ||||||||
| 60 WELLINGTON ROAD | MILFORD | CT | 06461 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | |
| BRIDGEPORT RESCUE MISSION | ||||||||
| PO BOX 9057 | BRIDGEPORT | CT | 06601 | NOT RELATED | PC | EXEMPT PURPOSE | $3,000 | |
| BROOKFIELD HIGH SCHOOL | ||||||||
| 45 LONG MEADOW HILL ROAD | BROOKFIELD | CT | 06804 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 | |
| BUILDING NEIGHBORHOODS TOGETHER | ||||||||
| 570 STATE STREET | BRIDGEPORT | CT | 06604 | NOT RELATED | PC | EXEMPT PURPOSE | $15,000 | |
| CATHOLIC CHARITIES OF FAIRFIELD COUNTY | ||||||||
| 238 JEWETT AVENUE | BRIDGEPORT | CT | 06606 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | |
| COMMUNITY SERVICES COUNCIL OF WOODBURY | ||||||||
| PO BOX 585 | WOODBURY | CT | 06798 | NOT RELATED | PC | EXEMPT PURPOSE | $2,000 | |
| COMMUNITY ECONOMIC DEVELOPMENT FUND | ||||||||
| 965 EAST MAIN STREET | MERIDEN | CT | 06450 | NOT RELATED | PC | EXEMPT PURPOSE | $2,500 | |
| CONNECTICUT HOUSING PARTNERS | ||||||||
| 1235 HUNTINGTON TURNPIKE | TRUMBULL | CT | 06611 | NOT RELATED | PC | EXEMPT PURPOSE | $2,000 | |
| CONNECTICUT INSTITUTE FOR COMMUNITIES | ||||||||
| 120 MAIN STREET 4TH FLOOR | DANBURY | CT | 06810 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | |
| DANBURY GRASS ROOTS ACADEMY | ||||||||
| PO BOX 2912 | DANBURY | CT | 06813 | NOT RELATED | PC | EXEMPT PURPOSE | $1,500 | |
| DANBURY HIGH SCHOOL | ||||||||
| 43 CLAPBOARD RIDGE ROAD | DANBURY | CT | 06811 | NOT RELATED | PC | EXEMPT PURPOSE | $2,000 | |
| DANBURY VITA | ||||||||
| 152 DEERHILL AVENUE | DANBURY | CT | 06810 | NOT RELATED | PC | EXEMPT PURPOSE | $2,000 | |
| DANBURY YOUTH SERVICES | ||||||||
| 91 WEST STREET | DANBURY | CT | 06810 | NOT RELATED | PC | EXEMPT PURPOSE | $4,000 | |
| EASTON VOLUNTEER EMERGENCY MEDICAL SERVICES | ||||||||
| PO BOX 62 | EASTON | CT | 06612 | NOT RELATED | PC | EXEMPT PURPOSE | $2,500 | |
| FAMILY & CHILDREN'S AID | ||||||||
| 77 WEST STREET | DANBURY | CT | 06810 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 | |
| FOUNDATION FOR EXCELLENCE IN BRIDGEPORT PUBLIC SCHOOLS | ||||||||
| 45 LYON TERRACE ROOM 328 | BRIDGEPORT | CT | 06604 | NOT RELATED | PC | EXEMPT PURPOSE | $4,000 | |
| FOUNDATIONS IN EDUCATION INC | ||||||||
| 238 JEWETT AVE | BRIDGEPORT | CT | 06606 | NOT RELATED | PC | EXEMPT PURPOSE | $2,000 | |
| HABITAT FOR HUMANITY OF COASTAL FAIRFIELD COUNTY | ||||||||
| 1542 BARNUM AVENUE | BRIDGEPORT | CT | 06610 | NOT RELATED | PC | EXEMPT PURPOSE | $4,000 | |
| HALL NEIGHBORHOOD HOUSE | ||||||||
| 52 GEORGE E PIPKINS WAY | BRIDGEPORT | CT | 06608 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 | |
| HOMES FOR THE BRAVE | ||||||||
| 655 PARK AVENUE | BRIDGEPORT | CT | 06604 | NOT RELATED | PC | EXEMPT PURPOSE | $4,500 | |
| HORIZONS AT SACRED HEART UNIVERSITY | ||||||||
| 5151 PARK AVENUE | FAIRFIELD | CT | 06825 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | |
| HORIZONS OF NOTRE DAME | ||||||||
| 220 JEFFERSON STREET | FAIRFIELD | CT | 06825 | NOT RELATED | PC | EXEMPT PURPOSE | $2,500 | |
| HOUSATONIC COMMUNITY COLLEGE FOUNDATION | ||||||||
| 900 LAFAYETTE BOULEVARD | BRIDGEPORT | CT | 06604 | NOT RELATED | PC | EXEMPT PURPOSE | $2,000 | |
| HOUSATONIC HABITAT FOR HUMANITY | ||||||||
| 51 AUSTIN STREET | DANBURY | CT | 06810 | NOT RELATED | PC | EXEMPT PURPOSE | $11,000 | |
| IMMACULATE HIGH SCHOOL | ||||||||
| 73 SOUTHERN BOULEVARD | DANBURY | CT | 06810 | NOT RELATED | PC | EXEMPT PURPOSE | $2,000 | |
| JERICHO PARTNERSHIP | ||||||||
| 22 MAPLE AVENUE | DANBURY | CT | 06810 | NOT RELATED | PC | EXEMPT PURPOSE | $6,000 | |
| LATINO SCHOLARSHIP FUND | ||||||||
| PO BOX 3355 | DANBURY | CT | 06813 | NOT RELATED | PC | EXEMPT PURPOSE | $1,500 | |
| LAUNDRY LOVE OF GREATER DANBURY | ||||||||
| 103 MAIN STREET | DANBURY | CT | 06810 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 | |
| LIFEBRIDGE COMMUNITY SERVICES | ||||||||
| 475 CLINTON AVENUE | BRIDGEPORT | CT | 06605 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 | |
| MERCY LEARNING CENTER | ||||||||
| 637 PARK AVENUE | BRIDGEPORT | CT | 06604 | NOT RELATED | PC | EXEMPT PURPOSE | $2,000 | |
| MISHKAN ISRAEL DAY CAMP | ||||||||
| 77 MT PLEASANT DRIVE | TRUMBULL | CT | 06611 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 | |
| MONROE SCHOLARSHIP FUND | ||||||||
| PO BOX 691 | MONROE | CT | 06468 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 | |
| NEIGHBORHOOD HOUSING SERVICES OF NEW HAVEN | ||||||||
| 333 SHERMAN AVENUE | NEW HAVEN | CT | 06511 | NOT RELATED | PC | EXEMPT PURPOSE | $2,000 | |
| NEWTOWN COMMUNITY CENTER | ||||||||
| 3 PRIMROSE STREET | NEWTOWN | CT | 06470 | NOT RELATED | PC | EXEMPT PURPOSE | $2,000 | |
| NEWTOWN SCHOLARSHIP ASSOCIATION | ||||||||
| PO BOX 302 | NEWTOWN | CT | 06470 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | |
| NEWTOWN YOUTH & FAMILY SERVICES | ||||||||
| 15 BERKSHIRE ROAD | SANDY HOOK | CT | 06482 | NOT RELATED | PC | EXEMPT PURPOSE | $2,500 | |
| NUNNAWAUK MEADOWS | ||||||||
| 3 NUNNAWAULK ROAD | NEWTOWN | CT | 06470 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 | |
| OXFORD HIGH SCHOOL | ||||||||
| 61 QUAKER FARMS ROAD | OXFORD | CT | 06478 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 | |
| POMPERAUG HIGH SCHOOL | ||||||||
| 234 JUDD ROAD | SOUTHBURY | CT | 06488 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 | |
| REACH WESTERN CONNECTICUT | ||||||||
| 117 OLD STATE ROAD | BROOKFIELD | CT | 06804 | NOT RELATED | PC | EXEMPT PURPOSE | $1,500 | |
| REAL FOOD CT | ||||||||
| 11 ORCHARD HILL ROAD | NEWTOWN | CT | 06470 | NOT RELATED | PC | EXEMPT PURPOSE | $2,000 | |
| RENEWAL HOUSE | ||||||||
| PO BOX 622 | DANBURY | CT | 06813 | NOT RELATED | PC | EXEMPT PURPOSE | $2,000 | |
| RUTH'S HOUSE | ||||||||
| PO BOX 110253 | TRUMBULL | CT | 06611 | NOT RELATED | PC | EXEMPT PURPOSE | $2,000 | |
| SACRED HEART UNIVERSITY'S DISCOVERY SCIENCE CENTER | ||||||||
| 4450 PARK AVENUE | BRIDGEPORT | CT | 06604 | NOT RELATED | PC | EXEMPT PURPOSE | $2,000 | |
| SANDY HOOK ORGANIZATION FOR PROSPERITY | ||||||||
| 110 CHURCH HILL ROAD | SANDY HOOK | CT | 06482 | NOT RELATED | PC | EXEMPT PURPOSE | $7,500 | |
| SCORE WESTERN CT | ||||||||
| 155 DEER HILL AVENUE C/O DANBURY | DANBURY | CT | 06810 | NOT RELATED | PC | EXEMPT PURPOSE | $2,500 | CITY HALL |
| SEYMOUROXFORD FOOD BANK | ||||||||
| PO BOX 178 | SEYMOUR | CT | 06483 | NOT RELATED | PC | EXEMPT PURPOSE | $4,000 | |
| SHELTON ECONOMIC DEVELOPMENT CORP | ||||||||
| 25 BROOK STREET SUITE 203 | SHELTON | CT | 06484 | NOT RELATED | PC | EXEMPT PURPOSE | $2,500 | |
| SHELTON HIGH SCHOOL | ||||||||
| 120 MEADOW STREET | SHELTON | CT | 06484 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 | |
| SHEPHERDS INC | ||||||||
| PO BOX 1756 | DARIEN | CT | 06820 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 | |
| SPOONER HOUSE | ||||||||
| 30 TODD ROAD | SHELTON | CT | 06484 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 | |
| STERLING HOUSE COMMUNITY CENTER | ||||||||
| 2283 MAIN STREET | STRATFORD | CT | 06615 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 | |
| TEAM INC | ||||||||
| 30 ELIZABETH STREET | DERBY | CT | 06418 | NOT RELATED | PC | EXEMPT PURPOSE | $17,000 | |
| THE CENTER FOR EMPOWERMENT AND EDUCATION | ||||||||
| 2 WEST STREET | DANBURY | CT | 06810 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | |
| THE HORD FOUNDATION | ||||||||
| PO BOX 4671 | DANBURY | CT | 06810 | NOT RELATED | PC | EXEMPT PURPOSE | $1,500 | |
| THE KENNEDY CENTER | ||||||||
| 2440 RESERVOIR AVENUE | TRUMBULL | CT | 06611 | NOT RELATED | PC | EXEMPT PURPOSE | $2,500 | |
| THE NEWTOWN FUND | ||||||||
| PO BOX 641 | NEWTOWN | CT | 06470 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 | |
| THE WORKPLACE | ||||||||
| 1000 LAFAYETTE BOULEVARD | BRIDGEPORT | CT | 06640 | NOT RELATED | PC | EXEMPT PURPOSE | $2,500 | |
| THOMAS MERTON CENTER | ||||||||
| 238 JEWETT AVENUE | BRIDGEPORT | CT | 06604 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | |
| TRUMBULL BUSINESS INITIATIVE | ||||||||
| 120 CAMBELL | TRUMBULL | CT | 06611 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 | |
| TRUMBULL HIGH SCHOOL | ||||||||
| 72 STROBEL ROAD | TRUMBULL | CT | 06611 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 | |
| UNITED WAY OF GREATER NEW HAVEN | ||||||||
| 370 JAMES STREET SUITE 403 | NEW HAVEN | CT | 06513 | NOT RELATED | PC | EXEMPT PURPOSE | $2,000 | |
| UNITED WAY OF GREATER WATERBURY | ||||||||
| 100 NORTH ELM STREET 2ND FLOOR | WATERBURY | CT | 067021512 | NOT RELATED | PC | EXEMPT PURPOSE | $500 | |
| VALLEY UNITED WAY | ||||||||
| 54 GROVE STREET | SHELTON | CT | 06484 | NOT RELATED | PC | EXEMPT PURPOSE | $2,500 | |
| WCSU FOUNDATION | ||||||||
| 181 WHITE STREET ROOM 101 | DANBURY | CT | 06810 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | |
| WEST INDIAN AMERICAN ASSOCAITION OF GREATER BRIDGEPORT | ||||||||
| PO BOX 3155 | BRIDGEPORT | CT | 06605 | NOT RELATED | PC | EXEMPT PURPOSE | $1,500 | |
| WOMEN'S BUSINESS DEVELOPMENT COUNCIL INC | ||||||||
| 184 BEDFORD STREET SUITE 201 | STAMFORD | CT | 06901 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | |
| WOODBURY SCHOLARSHIP FUND | ||||||||
| PO BOX 716 | WOODBURY | CT | 06798 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 | |
| YMCA | ||||||||
| 101 N WACKER DRIVE | CHICAGO | IL | 60606 | NOT RELATED | PC | EXEMPT PURPOSE | $12,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $230,500 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (76 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMOS HOUSE | ||||||||
| PO BOX 509 | DANBURY | CT | 06810 | NOT RELATED | PC | EXEMPT PURPOSE | $2,000 | |
| BEDROCK CREDIT AMERICA | ||||||||
| 3 WICKHAMS FANCY | COLLINSVILLE | CT | 06019 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | |
| BETHEL HIGH SCHOOL | ||||||||
| 300 WHITTLESEY DRIVE | BETHEL | CT | 06604 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 | |
| BETHEL SOCIAL SERVICES | ||||||||
| 1 SCHOOL STREET | BETHEL | CT | 06801 | NOT RELATED | PC | EXEMPT PURPOSE | $2,000 | |
| BOY SCOUTS - CONNECTICUT YANKEE COUNCIL | ||||||||
| 60 WELLINGTON ROAD | MILFORD | CT | 06461 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | |
| BOYS AND GIRLS VILLAGE | ||||||||
| 528 WHEELERS FARM ROAD | MILFORD | CT | 06461 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 | |
| BRIDGEPORT RESCUE MISSION | ||||||||
| PO BOX 9057 | BRIDGEPORT | CT | 06601 | NOT RELATED | PC | EXEMPT PURPOSE | $3,000 | |
| BROOKFIELD HIGH SCHOOL | ||||||||
| 45 LONG MEADOW HILL ROAD | BROOKFIELD | CT | 06804 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 | |
| BROOKFIELD SOCIAL SERVICES | ||||||||
| 100 POCONO ROAD | BROOKFIELD | CT | 06804 | NOT RELATED | PC | EXEMPT PURPOSE | $2,000 | |
| BUILDING NEIGHBORHOODS TOGETHER | ||||||||
| 570 STATE STREET | BRIDGEPORT | CT | 06604 | NOT RELATED | PC | EXEMPT PURPOSE | $20,000 | |
| CATHOLIC CHARITIES OF FAIRFIELD COUNTY | ||||||||
| 238 JEWETT AVENUE | BRIDGEPORT | CT | 06606 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | |
| COMMUNITY ACTION AGENCY OF WESTERN CT | ||||||||
| 78 TRIANGLE STREET | DANBURY | CT | 06810 | NOT RELATED | PC | EXEMPT PURPOSE | $2,000 | |
| COMMUNITY SERVICES COUNCIL OF WOODBURY | ||||||||
| PO BOX 585 | WOODBURY | CT | 06798 | NOT RELATED | PC | EXEMPT PURPOSE | $2,000 | |
| CONNECTICUT HOUSING PARTNERS | ||||||||
| 1235 HUNTINGTON TURNPIKE | TRUMBULL | CT | 06611 | NOT RELATED | PC | EXEMPT PURPOSE | $2,000 | |
| CONNECTICUT INSTITUTE FOR COMMUNITIES | ||||||||
| 120 MAIN STREET 4TH FLOOR | DANBURY | CT | 06810 | NOT RELATED | PC | EXEMPT PURPOSE | $7,500 | |
| DANBURY GRASS ROOTS ACADEMY | ||||||||
| PO BOX 2912 | DANBURY | CT | 06813 | NOT RELATED | PC | EXEMPT PURPOSE | $1,500 | |
| DANBURY HIGH SCHOOL | ||||||||
| 43 CLAPBOARD RIDGE ROAD | DANBURY | CT | 06811 | NOT RELATED | PC | EXEMPT PURPOSE | $2,000 | |
| DANBURY VITA | ||||||||
| 152 DEERHILL AVENUE | DANBURY | CT | 06810 | NOT RELATED | PC | EXEMPT PURPOSE | $2,000 | |
| DANBURY YOUTH SERVICES | ||||||||
| 91 WEST STREET | DANBURY | CT | 06810 | NOT RELATED | PC | EXEMPT PURPOSE | $4,000 | |
| DOROTHY DAY HOSPITALITY HOUSE | ||||||||
| PO BOX 922 | DANBURY | CT | 06813 | NOT RELATED | PC | EXEMPT PURPOSE | $2,000 | |
| FOUNDATION FOR EXCELLENCE IN BRIDGEPORT PUBLIC SCHOOLS | ||||||||
| 45 LYON TERRACE ROOM 328 | BRIDGEPORT | CT | 06604 | NOT RELATED | PC | EXEMPT PURPOSE | $4,000 | |
| FOUNDATIONS IN EDUCATION INC | ||||||||
| 238 JEWETT AVE | BRIDGEPORT | CT | 06606 | NOT RELATED | PC | EXEMPT PURPOSE | $2,000 | |
| HABITAT FOR HUMANITY OF COASTAL FAIRFIELD COUNTY | ||||||||
| 1542 BARNUM AVENUE | BRIDGEPORT | CT | 06610 | NOT RELATED | PC | EXEMPT PURPOSE | $12,500 | |
| HALL NEIGHBORHOOD HOUSE | ||||||||
| 52 GEORGE E PIPKINS WAY | BRIDGEPORT | CT | 06608 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 | |
| HOMES FOR THE BRAVE | ||||||||
| 655 PARK AVENUE | BRIDGEPORT | CT | 06604 | NOT RELATED | PC | EXEMPT PURPOSE | $2,000 | |
| HORIZONS AT SACRED HEART UNIVERSITY | ||||||||
| 5151 PARK AVENUE | FAIRFIELD | CT | 06825 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 | |
| HOUSATONIC COMMUNITY COLLEGE FOUNDATION | ||||||||
| 900 LAFAYETTE BOULEVARD | BRIDGEPORT | CT | 06604 | NOT RELATED | PC | EXEMPT PURPOSE | $2,000 | |
| HOUSATONIC HABITAT FOR HUMANITY | ||||||||
| 51 AUSTIN STREET | DANBURY | CT | 06810 | NOT RELATED | PC | EXEMPT PURPOSE | $12,500 | |
| IMMACULATE HIGH SCHOOL | ||||||||
| 73 SOUTHERN BOULEVARD | DANBURY | CT | 06810 | NOT RELATED | PC | EXEMPT PURPOSE | $2,000 | |
| JERICHO PARTNERSHIP | ||||||||
| 22 MAPLE AVENUE | DANBURY | CT | 06810 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | |
| LATINO SCHOLARSHIP FUND | ||||||||
| PO BOX 3355 | DANBURY | CT | 06813 | NOT RELATED | PC | EXEMPT PURPOSE | $1,500 | |
| LAUNDRY LOVE OF GREATER DANBURY | ||||||||
| 103 MAIN STREET | DANBURY | CT | 06810 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 | |
| LIFEBRIDGE COMMUNITY SERVICES | ||||||||
| 475 CLINTON AVENUE | BRIDGEPORT | CT | 06605 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 | |
| MERCY LEARNING CENTER | ||||||||
| 637 PARK AVENUE | BRIDGEPORT | CT | 06604 | NOT RELATED | PC | EXEMPT PURPOSE | $2,000 | |
| MISHKAN ISRAEL DAY CAMP | ||||||||
| 77 MT PLEASANT DRIVE | TRUMBULL | CT | 06611 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 | |
| MONROE SCHOLARSHIP FUND | ||||||||
| PO BOX 691 | MONROE | CT | 06468 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 | |
| MONROE SOCIAL SERVICES | ||||||||
| 235 CUTLERS FARM ROAD | MONROE | CT | 06468 | NOT RELATED | PC | EXEMPT PURPOSE | $2,000 | |
| NEIGHBORHOOD HOUSING SERVICES OF NEW HAVEN | ||||||||
| 333 SHERMAN AVENUE | NEW HAVEN | CT | 06511 | NOT RELATED | PC | EXEMPT PURPOSE | $3,000 | |
| NEW AMERICAN DREAM FOUNDATION | ||||||||
| 32 FARVIEW AVENUE 3RD FLOOR | DANBURY | CT | 06810 | NOT RELATED | PC | EXEMPT PURPOSE | $2,500 | |
| NEWTOWN COMMUNITY CENTER | ||||||||
| 3 PRIMROSE STREET | NEWTOWN | CT | 06470 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | |
| NEWTOWN HUMAN SERVICES | ||||||||
| 3 PRIMROSE STREET | NEWTOWN | CT | 06470 | NOT RELATED | PC | EXEMPT PURPOSE | $2,000 | |
| NEWTOWN SCHOLARSHIP ASSOCIATION | ||||||||
| PO BOX 302 | NEWTOWN | CT | 06470 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | |
| NEWTOWN YOUTH & FAMILY SERVICES | ||||||||
| 15 BERKSHIRE ROAD | SANDY HOOK | CT | 06482 | NOT RELATED | PC | EXEMPT PURPOSE | $7,500 | |
| NUNNAWAUK MEADOWS | ||||||||
| 3 NUNNAWAULK ROAD | NEWTOWN | CT | 06470 | NOT RELATED | PC | EXEMPT PURPOSE | $2,000 | |
| OXFORD HIGH SCHOOL | ||||||||
| 61 QUAKER FARMS ROAD | OXFORD | CT | 06478 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 | |
| POMPERAUG HIGH SCHOOL | ||||||||
| 234 JUDD ROAD | SOUTHBURY | CT | 06488 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 | |
| REAL FOOD CT | ||||||||
| 11 ORCHARD HILL ROAD | NEWTOWN | CT | 06470 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | |
| REGIONAL YMCA OF WESTERN CT | ||||||||
| 293 MAIN STREET | DANBURY | CT | 06810 | NOT RELATED | PC | EXEMPT PURPOSE | $2,000 | |
| RENEWAL HOUSE | ||||||||
| PO BOX 622 | DANBURY | CT | 06813 | NOT RELATED | PC | EXEMPT PURPOSE | $2,000 | |
| SACRED HEART UNIVERSITY'S DISCOVERY SCIENCE CENTER | ||||||||
| 4450 PARK AVENUE | BRIDGEPORT | CT | 06604 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | |
| SALVATION ARMY OF NEWTOWN | ||||||||
| C/O NEWTOWN HUMAN SERVICES 3 | NEWTOWN | CT | 06470 | NOT RELATED | PC | EXEMPT PURPOSE | $2,000 | PRIMROSE STREET |
| SCORE WESTERN CT | ||||||||
| 155 DEER HILL AVENUE C/O DANBURY | DANBURY | CT | 06810 | NOT RELATED | PC | EXEMPT PURPOSE | $2,500 | CITY HALL |
| SEYMOUROXFORD FOOD BANK | ||||||||
| PO BOX 178 | SEYMOUR | CT | 06483 | NOT RELATED | PC | EXEMPT PURPOSE | $2,000 | |
| SHELTON ECONOMIC DEVELOPMENT CORP | ||||||||
| 25 BROOK STREET SUITE 203 | SHELTON | CT | 06484 | NOT RELATED | PC | EXEMPT PURPOSE | $2,500 | |
| SHELTON HIGH SCHOOL | ||||||||
| 120 MEADOW STREET | SHELTON | CT | 06484 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 | |
| SHEPHERDS INC | ||||||||
| PO BOX 1756 | DARIEN | CT | 06820 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 | |
| SOUTHBURY FOOD BANK | ||||||||
| PO BOX 68 | SOUTHBURY | CT | 06488 | NOT RELATED | PC | EXEMPT PURPOSE | $2,000 | |
| SPOONER HOUSE | ||||||||
| 30 TODD ROAD | SHELTON | CT | 06484 | NOT RELATED | PC | EXEMPT PURPOSEEXEMPT PURPOSE | $2,000 | |
| STERLING HOUSE COMMUNITY CENTER | ||||||||
| 2283 MAIN STREET | STRATFORD | CT | 06615 | NOT RELATED | PC | EXEMPT PURPOSE | $2,000 | |
| TEAM INC | ||||||||
| 30 ELIZABETH STREET | DERBY | CT | 06418 | NOT RELATED | PC | EXEMPT PURPOSE | $15,000 | |
| THE CENTER FOR EMPOWERMENT AND EDUCATION | ||||||||
| 2 WEST STREET | DANBURY | CT | 06810 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | |
| THE HORD FOUNDATION | ||||||||
| PO BOX 4671 | DANBURY | CT | 06810 | NOT RELATED | PC | EXEMPT PURPOSE | $1,500 | |
| THE KENNEDY CENTER | ||||||||
| 2440 RESERVOIR AVENUE | TRUMBULL | CT | 06611 | NOT RELATED | PC | EXEMPT PURPOSE | $2,500 | |
| THE NEWTOWN FUND | ||||||||
| PO BOX 641 | NEWTOWN | CT | 06470 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 | |
| THE WORKPLACE | ||||||||
| 1000 LAFAYETTE BOULEVARD | BRIDGEPORT | CT | 06640 | NOT RELATED | PC | EXEMPT PURPOSE | $2,500 | |
| TRUMBULL BUSINESS INITIATIVE | ||||||||
| 120 CAMBELL | TRUMBULL | CT | 06611 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 | |
| TRUMBULL DEPARTMENT OF SOCIAL SERVICES | ||||||||
| 23 PRISCILLA PLACE | TRUMBULL | CT | 06611 | NOT RELATED | PC | EXEMPT PURPOSE | $2,000 | |
| TRUMBULL HIGH SCHOOL | ||||||||
| 72 STROBEL ROAD | TRUMBULL | CT | 06611 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 | |
| UNITED WAY OF CENTRAL AND WESTERN CONNECTICUT | ||||||||
| 301 MAIN STREET SUITE 2-5 | DANBURY | CT | 06810 | NOT RELATED | PC | EXEMPT PURPOSE | $12,000 | |
| UNITED WAY OF GREATER NEW HAVEN | ||||||||
| 370 JAMES STREET SUITE 403 | NEW HAVEN | CT | 06513 | NOT RELATED | PC | EXEMPT PURPOSE | $2,000 | |
| UNITED WAY OF GREATER WATERBURY | ||||||||
| 100 NORTH ELM STREET 2ND FLOOR | WATERBURY | CT | 067021512 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 | |
| VALLEY UNITED WAY | ||||||||
| 54 GROVE STREET | SHELTON | CT | 06484 | NOT RELATED | PC | EXEMPT PURPOSE | $2,500 | |
| WCSU FOUNDATION | ||||||||
| 181 WHITE STREET ROOM 101 | DANBURY | CT | 06810 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | |
| WEST INDIAN AMERICAN ASSOCAITION OF GREATER BRIDGEPORT | ||||||||
| PO BOX 3155 | BRIDGEPORT | CT | 06605 | NOT RELATED | PC | EXEMPT PURPOSE | $1,500 | |
| WOMEN'S BUSINESS DEVELOPMENT COUNCIL INC | ||||||||
| 184 BEDFORD STREET SUITE 201 | STAMFORD | CT | 06901 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 | |
| WOODBURY SCHOLARSHIP FUND | ||||||||
| PO BOX 716 | WOODBURY | CT | 06798 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $265,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $190,622 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $101,543 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $292,165 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $292,165 | 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 | 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 | $297,974 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,300 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,300 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCKS | StockNm |
| EOY Book Value | $3,506,628 | EOYBookValueAmt |
| EOYFMV | $3,506,628 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| EXCHANGE TRADED FUNDS (ETFS) | FMV | $921,577 | $921,577 |
| FIXED INCOME (BONDS) | FMV | $2,190,726 | $2,190,726 |
| MUTUAL FUNDS | FMV | $25,170 | $25,170 |
| REIT | FMV | $291,926 | $291,926 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET CHANGE IN UNREALIZED GAINS/LOSSES | Desc |
| Amt | $1,380,634 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT | $53,260 | $53,260 | $0 |
| ADR FEES | $87 | $87 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $2,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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