NEWTOWN SAVINGS BANK FOUNDATION INC: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization: NEWTOWN SAVINGS BANK FOUNDATION INC (EIN 06-1514980)
Tax period: 2017-10-01 to 2018-09-30
Filed: 2019-08-15
IRS object ID: 201912279349100521
Schema version: 2017v2.3
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Schedule B
Investments Corp Stock Schedule
Investments Other Schedule2
Other Expenses Schedule
Other Income Schedule2
Other Increases Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2019-08-15T14:08:52-05:00	ReturnTs
Tax Period End	2018-09-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	420714325	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	RSM US LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	157 CHURCH STREET 11TH FLOOR	AddressLine1Txt
City	NEW HAVEN	CityNm
State Abbreviation	CT	StateAbbreviationCd
ZIP	06510	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2017-10-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	061514980	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	NEWTOWN SAVINGS BANK FOUNDATION INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	NEWT	BusinessNameControlTxt
Phone	2034264440	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	NEWTOWN SAVINGS BANK 39 MAIN STREET	AddressLine1Txt
City	NEWTOWN	CityNm
State Abbreviation	CT	StateAbbreviationCd
ZIP	06470	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	KENNETH WEINSTEIN	PersonNm
Person Title	CEO	PersonTitleTxt
Phone	2034264440	PhoneNum
Signature	2019-08-15	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	DOUGLAS TURNER	PreparerPersonNm
PTIN	P01683252	PTIN
Phone	2037731909	PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	66.98.98.131	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2019-08-15	IPDt
IP Tm	07:55:24	IPTm
IP Timezone	ED	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	3CB3A222B85C9DCADD41094124345CB1DA0DE595	AtSubmissionCreationDeviceId
At Submission Filing Device Id	9B9B34188273AB8CE77CBD048AC140658FEA1864	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2017	TaxYr
Build TS	2019-02-21 02:37:17Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$2,223,800	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	$215,864	ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss	$67,560	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$67,560	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$30,613	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$168,265	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$30,613	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$672	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$672	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$314,709	TotalRevAndExpnssAmt
Total Net Invst Incm	$98,845	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$0	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$0	CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss	$15,864	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$15,864	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$0	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$298	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$298	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$60	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$60	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$0	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$16,222	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$16,222	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$92,250	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$92,250	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$108,472	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$16,222	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$92,250	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$206,237	ExcessRevenueOverExpensesAmt
Net Investment Income	$82,623	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$112,427	CashBOYAmt
Cash EOY	$41,689	CashEOYAmt
Cash EOYFMV	$41,689	CashEOYFMVAmt
Corporate Stock BOY	$983,856	CorporateStockBOYAmt
Corporate Stock EOY	$1,086,526	CorporateStockEOYAmt
Corporate Stock EOYFMV	$1,086,526	CorporateStockEOYFMVAmt
Other Investments BOY	$860,981	OtherInvestmentsBOYAmt
Other Investments EOY	$1,095,585	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$1,095,585	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$1,957,264	TotalAssetsBOYAmt
Total Assets EOY	$2,223,800	TotalAssetsEOYAmt
Total Assets EOYFMV	$2,223,800	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117	Yes (X)	OrgDoesNotFollowSFAS117Ind
Capital Stock BOY	$1,957,264	CapitalStockBOYAmt
Capital Stock EOY	$2,223,800	CapitalStockEOYAmt
Additional Paid In Capital BOY	$0	AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY	$0	AdditionalPaidInCapitalEOYAmt
Retained Earning BOY	$0	RetainedEarningBOYAmt
Retained Earning EOY	$0	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$1,957,264	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$2,223,800	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$1,957,264	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$2,223,800	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$1,957,264	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$206,237	ExcessRevenueOverExpensesAmt
Other Increases	$60,299	OtherIncreasesAmt
Subtotal	$2,223,800	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$2,223,800	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (19 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
BARCLAYS BANK PLC SR MED TERM	P	2017-03-20	2018-03-27	$30,000	$29,950	$50	$50
CITIGROUP GLOBAL MKTS SR MED T	P	2017-05-08	2017-11-15	$40,000	$39,825	$175	$175
CONOCO PHILLIPS	P	2006-08-24	2018-08-07	$3,661	$2,539	$1,122	$1,122
CONOCO PHILLIPS	P	2006-08-24	2018-08-23	$3,600	$2,539	$1,061	$1,061
CONOCO PHILLIPS	P	2006-11-29	2018-08-23	$3,600	$2,555	$1,045	$1,045
CONOCO PHILLIPS	P	2010-12-13	2018-08-23	$3,600	$2,551	$1,049	$1,049
CONOCO PHILLIPS	P	2016-09-01	2018-08-23	$7,199	$4,083	$3,116	$3,116
DELAWARE RIV PORT AUTH PA & NJ	P	2017-10-27	2018-01-02	$5,000	$5,483	-$483	-$483
HALLIBURTON CO	P	2006-08-24	2018-08-07	$2,112	$1,647	$465	$465
ISHARES CHINA	P	2008-12-26	2018-06-29	$8,592	$5,612	$2,980	$2,980
ISHARES CHINA	P	2009-05-18	2018-06-29	$4,296	$3,533	$763	$763
MORGAN STANLEY FIN LLC AUTOCAL	P	2016-06-27	2017-10-02	$30,000	$30,025	-$25	-$25
PHILLIPS 66 COM	P	2006-08-24	2018-05-15	$5,909	$1,509	$4,400	$4,400
PHILLIPS 66 COM	P	2006-11-29	2018-05-15	$2,955	$759	$2,196	$2,196
PHILLIPS 66 COM	P	2010-12-13	2018-05-15	$2,955	$758	$2,197	$2,197
SUPERNUS PHARMACEUTICALS CORP	P	2015-06-17	2018-08-07	$2,656	$813	$1,843	$1,843
SUPERNUS PHARMACEUTICALS CORP	P	2015-06-17	2018-08-23	$8,933	$3,251	$5,682	$5,682
VISA INC CLASS A	P	2008-03-18	2018-08-07	$2,804	$220	$2,584	$2,584
MATTHEWS INDIA FUND	P			$393		$393	$393

Field	Value	IRS element (for citing)
Capital Gain Net Income	$30,613	CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	0	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$83,000	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$1,794,193	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.046260	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$85,000	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$1,502,073	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.056588	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$41,000	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$1,459,490	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.028092	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$64,500	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$1,350,682	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.047754	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$154,560	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$1,159,924	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.133250	DistributionYr5Rt
Total Distribution	0.311944	TotalDistributionRt
Average Distribution	0.062389	AverageDistributionRt
Net Vl Noncharitable Assets	$2,128,330	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$132,784	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$826	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$133,610	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$92,250	QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$1,652	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$1,652	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$1,652	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$0	EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid	$1,000	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$1,000	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Tax Due	$652	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

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	KENNETH WEINSTEIN	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	2034264440	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	NEWTOWN SAVINGS BANK 39 MAIN STREET	AddressLine1Txt
City	NEWTOWN	CityNm
State Abbreviation	CT	StateAbbreviationCd
ZIP	06470	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	0	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	0	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	0	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	0	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	0	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
Uncorrected Prior Acts	0	UncorrectedPriorActsInd
Undistributed Income PY	0	UndistributedIncomePYInd
Business Holdings	0	BusinessHoldingsInd
Jeopardy Investments	0	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	0	UncorrectedPYJeopardyInvstInd
Influence Legislation	0	InfluenceLegislationInd
Influence Election	0	InfluenceElectionInd
Grants To Individuals	0	GrantsToIndividualsInd
Grants To Organizations	0	GrantsToOrganizationsInd
Noncharitable Purpose	0	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
KENNETH WEINSTEIN
5 DAIRY LANE	EASTON	CT	06612	PRESIDENT & CEO	0.00	$0	$0	$0
ALAN C CLAVETTE
3 FOX HOLLOW LANE	SANDY HOOK	CT	06482	DIRECTOR	0.00	$0	$0	$0
JOHN J MARTOCCI
39 MAIN STREET	NEWTOWN	CT	06470	CHAIRMAN	0.00	$0	$0	$0
BRIAN C WHITE
60 CASTLE MEADOW ROAD	NEWTOWN	CT	06470	DIRECTOR	0.00	$0	$0	$0
CAROL L MAHONEY
20 DIAMOND DRIVE	NEWTOWN	CT	06470	DIRECTOR	0.00	$0	$0	$0
JAMES T MORLEY JR
54 HUNTINGTON ROAD	NEWTOWN	CT	06470	DIRECTOR	0.00	$0	$0	$0
WILLIAM J MCCARTHY
18 ELANA LANE	SANDY HOOK	CT	06482	SENIOR VICE PRESIDENT	0.00	$0	$0	$0
TANYA WULFF TRAUX
44 JOSIES RING ROAD	MONROE	CT	06468	SECRETARY	0.00	$0	$0	$0
WILLIAM A BRIMMER JR
8 HATTERTOWN ROAD	NEWTOWN	CT	06470	DIRECTOR	0.00	$0	$0	$0
JAMES A KENNEDY
111 AUNT HACK ROAD	DANBURY	CT	06811	DIRECTOR	0.00	$0	$0	$0
LAUREEN A TROTTO
168 BRUSHY HILL ROAD	NEWTOWN	CT	06470	DIRECTOR	0.00	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$2,150,408	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$10,333	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$2,160,741	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$2,160,741	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$32,411	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$2,128,330	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$106,417	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$106,417	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$1,652	TaxBasedOnInvestmentIncomeAmt
Total Tax	$1,652	TotalTaxAmt
Distributable Before Adj	$104,765	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$104,765	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$104,765	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$92,250	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$92,250	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$0	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$92,250	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$104,765	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$81,441	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr2	$10,728	ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov	$92,169	TotalExcessDistributionCyovAmt
Qualifying Distributions	$92,250	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$92,250	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$12,515	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$12,515	ExcessDistributionCyovAppCYAmt
Total Corpus	$79,654	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	$68,926	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$10,728	ExcessDistriCyovToNextYrAmt
Excess From Year2	$10,728	ExcessFromYear2Amt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	KENNETH WEINSTEIN	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	NEWTOWN SAVINGS BANK 39 MAIN STREET	AddressLine1Txt
City	NEWTOWN	CityNm
State Abbreviation	CT	StateAbbreviationCd
ZIP	06470	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	2034264440	RecipientPhoneNum
Form And Info And Materials	APPLICATIONS SHOULD BE MADE IN WRITING	FormAndInfoAndMaterialsTxt
Submission Deadlines	NONE	SubmissionDeadlinesTxt
Restrictions On Awards	GRANTS ARE LIMITED TO APPLICANTS IN THE NEWTOWN AND SURROUNDING AREA AND COMMUNITIES WITH NEWTOWN SAVINGS BANK BRANCHES.	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (41 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
AMOS HOUSE INC
34 ROCKY GLEN ROAD	DANBURY	CT	06810	GENERAL PURPOSE	$1,000
BETHEL PUBLIC SCHOOLS
300 WHITTLESEY DRIVE	BETHEL	CT	06801	SCHOLARSHIP PROGRAM	$1,000
BETHEL SOCIAL SERVICES
1 SCHOOL ST	BETHEL	CT	06801	TO FUND THE FOOD PANTRY AND FUEL ASSISTANCE PROGRAM	$1,000
BOYS & GIRLS CLUB
102 PARK ST	BRIDGEPORT	CT	06608	GENERAL PURPOSE	$1,000
BROOKFIELD HIGH SCHOOL
45 LONGMEADOW HILL ROAD	BROOKFIELD	CT	06804	TO PROVIDE A SCHOLARSHIP BASED ON FINANCIAL NEED AND COMMUNITY SERVICE	$1,000
BROOKFIELD SOCIAL SERVICES
PO BOX 5106 - 100 POCONO RD	BROOKFIELD	CT	06804	TO FUND THE FOOD PANTRY AND FUEL ASSISTANCE PROGRAM	$1,000
CATHOLIC CHARITIES FAMILY LOAN PROGRAM
405 MAIN ST	DANBURY	CT	06810	GENERAL PURPOSE	$2,500
COMMUNITY ACTION AGENCY OF WESTERN CT
66 NORTH ST	DANBURY	CT	06810	GENERAL PURPOSE	$1,000
DANBURY VITA (VOLUNTEER INCOME TAX ASSISTANCE)
152 DEER HILL AVE	DANBURY	CT	06810	GENERAL PURPOSE	$2,000
FOUNDATIONS IN EDUCATION
238 JEWETT AVE	BRIDGEPORT	CT	06606	GENERAL PURPOSE	$1,000
HAMDEN VITA (VOLUNTEER INCOME TAX ASSISTANCE)
2040 DIXWELL AVE	HAMDEN	CT	06514	GENERAL PURPOSE	$2,000
HOUSATONIC COMMUNITY COLLEGE FOUNDATION (AMERICAN MANUFACTURING HALL OF FAM
900 LAFAYETTE BLVD	BRIDGEPORT	CT	06604	GENERAL PURPOSE	$2,000
HOUSATONIC HABITAT FOR HUMANITY
51 AUSTIN ST	DANBURY	CT	06810	GENERAL PURPOSE	$3,000
IMMACULATE HIGH SCHOOL
73 SOUTHERN BLVD	DANBURY	CT	06810	SCHOLARSHIP PROGRAM	$2,500
JERICHO PARTNERSHIP
13 ROSE STREET	DANBURY	CT	06810	GENERAL PURPOSE	$4,000
KEEFE COMMUNITY CENTER
11 PINE ST	HAMDEN	CT	06514	GENERAL PURPOSE	$2,000
LATINO SCHOLARSHIP FUND
PO BOX 3355	DANBURY	CT	06813	SCHOLARSHIP PROGRAM	$2,000
LIFEBRIDGE COMMUNITY SERVICES
475 CLINTON AVE	BRIDGEPORT	CT	06905	GENERAL PURPOSE	$3,000
MONROE SCHOLARSHIP FUND INC
PO BOX 691	MONROE	CT	06468	SCHOLARSHIP PROGRAM	$1,000
MONROE SOCIAL SERVICES
7 FAN HILL ROAD	MONROE	CT	06468	TO FUND THE FOOD PANTRY AND FUEL ASSISTANCE PROGRAM	$1,000
NEIGHBORHOOD HOUSING SERVICES OF NEW HAVEN
333 SHERMAN AVE	NEW HAVEN	CT	06511	GENERAL PURPOSE	$2,000
NUNNAWAUK MEADOWS (NEWTOWN HOUSING FOR ELDERLY)
3 NUNNAWAUK MEADOWS	NEWTOWN	CT	06470	GENERAL PURPOSE	$2,000
NEWTOWN SCHOLARSHIP ASSOCIATION
PO BOX 302	NEWTOWN	CT	06470	SCHOLARSHIP PROGRAM	$5,000
OXFORD HIGH SCHOOL
61 QUAKER FARMS RD	OXFORD	CT	06478	SCHOLARSHIP PROGRAM	$1,000
POMPERAUG HIGH SCHOOL
234 JUDD ROAD	SOUTHBURY	CT	06488	SCHOLARSHIP PROGRAM	$1,000
RENEWAL HOUSE
18 AARON B SAMUELS BLVD	DANBURY	CT	06810	GENERAL PURPOSE	$2,000
SHELTON HIGH SCHOOL
120 MEADOW STREET	SHELTON	CT	06484	SCHOLARSHIP PROGRAM	$1,000
SOUTHBURY SOCIAL SERVICES
561 MAIN ST SOUTH	SOUTHBURY	CT	06488	TO FUND THE FOOD PANTRY AND FUEL ASSISTANCE PROGRAM	$1,000
SPOONER HOUSE
561 MAIN ST SOUTH	SOUTHBURY	CT	06484	GENERAL PURPOSE	$2,000
TBICO
22 EAGLE ROAD	DANBURY	CT	06810	GENERAL PURPOSE	$3,000
TEAM INC
30 ELIZABETH STREET	DERBY	CT	06418	TO FUND THE MEALS ON WHEELS PROGRAM	$1,000
THE HORD FOUNDATION INC
PO BOX 4671	DANBURY	CT	06813	SCHOLARSHIP PROGRAM	$3,000
THE KENNEDY CENTER
2440 RESERVOIR AVENUE	TRUMBULL	CT	06611	GENERAL PURPOSE	$5,000
TRUMBULL DEPARTMENT OF SOCIAL SERVICES
23 PRISCILLA PLACE	TRUMBULL	CT	06611	TO FUND THE FOOD PANTRY AND FUEL ASSISTANCE PROGRAM	$1,000
TRUMBULL HIGH SCHOOL SCHOLARSHIP FOUNDATION
72 STROBEL ROAD	TRUMBULL	CT	06611	SCHOLARSHIP PROGRAM	$1,000
TRUMBULL HOUSING CORPORATION (FBO TRUMBULL HOUSING AUTHORITY)
200 HEDGEHOG CIR	TRUMBULL	CT	06611	GENERAL PURPOSE	$5,000
UNITED WAY OF WESTERN CONNECTICUT
85 WEST STREET	DANBURY	CT	06810	FUNDING A PROGRAM WHICH TEACHES FUNDAMENTAL FINANCIAL LITERACY SKILLS, LINKING TO EXISTING FINANCIAL SERVICES AND EMPOWERING FINANCIAL CAPABILITY TO LOW-TO-MODERATE INCOME INDIVIDUALS	$8,000
VALLEY UNITED WAY
54 GROVE STREET	SHELTON	CT	06484	GENERAL PURPOSE	$1,000
WOMEN'S CENTER OF GREATER DANBURY
2 WEST ST	DANBURY	CT	06810	GENERAL PURPOSE	$3,250
WOODBURY SCHOLARSHIP FUND
PO BOX 716	WOODBURY	CT	06798	SCHOLARSHIP PROGRAM	$3,000
KEVIN'S COMMUNITY CENTER
25 COMMERCE ROAD	NEWTOWN	CT	06470	GENERAL PURPOSE	$6,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$92,250	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$67,560	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$30,613	RelatedOrExemptFunctionIncmAmt

Other Revenue Described OtherRevenueDescribedGrp

Field	Value	IRS element (for citing)
Desc	INCOME FROM PASSTHROUGH ENTITIES	Desc
Exclusion	14	ExclusionCd
Exclusion	$672	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$68,232	ExclusionAmt
Related Or Exempt Function Incm	$30,613	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$98,845	TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Field	Value	IRS element (for citing)
Line Number	8	LineNumberTxt
Relationship Statement	NOT APPLICABLE	RelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	0	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	0	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	0	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	0	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	0	ReimbursementArrangementsInd
Loans Or Loan Guarantees	0	LoansOrLoanGuaranteesInd
Performance Of Services Etc	0	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	0	RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	NEWTOWN SAVINGS BANK	BusinessNameLine1Txt

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	39 MAIN STREET	AddressLine1Txt
City	NEWTOWN	CityNm
State Abbreviation	CT	StateAbbreviationCd
ZIP	06470	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$200,000	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	STOCKS	StockNm
EOY Book Value	$1,086,526	EOYBookValueAmt
EOYFMV	$1,086,526	EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
EXCHANGE TRADED FUNDS (EFTS)	FMV	$348,840	$348,840
FIXED INCOME (BONDS)	FMV	$726,417	$726,417
MUTUAL FUNDS	FMV	$20,328	$20,328

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Field	Value	IRS element (for citing)
Desc	AMERITRADE FEES	Desc
Revenue And Expenses Per Books	$60	RevenueAndExpensesPerBooksAmt
Net Investment Income	$60	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	INCOME FROM PASSTHROUGH ENTITIES	Desc
Revenue And Expenses Per Books	$672	RevenueAndExpensesPerBooksAmt
Net Investment Income	$672	NetInvestmentIncomeAmt
Adjusted Net Income	$672	AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	UNREALIZED GAIN ON INVESTMENT	Desc
Amt	$60,299	Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	INVESTMENT ADVISORY FEES	CategoryTxt
Amt	$15,864	Amt
Net Investment Income	$15,864	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	FOREIGN TAXES PAID	CategoryTxt
Amt	$298	Amt
Net Investment Income	$298	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

NEWTOWN SAVINGS BANK FOUNDATION INC: Form 990PF, tax year 2017

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Preparer Person PreparerPersonGrp

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (19 entries)

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Persons With Books Name PersonsWithBooksName

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 entries)

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

Recipient US Address RecipientUSAddress

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (41 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Contributor Business Name ContributorBusinessName

Contributor US Address ContributorUSAddress

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

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