SBM CHARITABLE FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- SBM CHARITABLE FOUNDATION INC (EIN 06-1574365)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-07-12
- IRS object ID
- 201741939349100704
- Schema version
- 2016v3.0
- 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
- 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 | 2017-07-12T12:40:05-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | 2017-07-07 | 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 |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 209.3.217.20 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-07-07 | IPDt |
| IP Tm | 10:24:16 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 896C1F5B5D42EC59A37A0D46A5820AA48C1A79ED | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $34,413,392 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $608 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $608 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $587,462 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $587,462 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $755,299 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $15,319,497 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $755,299 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,343,369 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,343,369 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $100,195 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $100,195 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $57,984 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $57,249 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $51,740 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $49,388 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $16,260 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,878 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $11,382 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $6,830 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $6,830 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $16,263 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $5,430 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $8,069 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $8,069 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $142,876 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $112,913 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $30,413 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $405,647 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $117,791 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $263,526 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,187,282 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,255,407 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,592,929 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $117,791 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,518,933 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,249,560 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,225,578 | 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 | $1,369,144 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $384,333 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $384,333 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $1,870 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,828 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,828 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $33,250,870 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $33,912,576 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $33,912,576 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $200,588 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $86,233 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $119,785 | LandBOYAmt |
| Land EOY | $114,355 | LandEOYAmt |
| Land EOYFMV | $114,355 | LandEOYFMVAmt |
| Total Assets BOY | $34,741,969 | TotalAssetsBOYAmt |
| Total Assets EOY | $34,413,392 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $34,413,392 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $29,193 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $35,717 | AccountsPayableEOYAmt |
| Grants Payable BOY | $1,198,125 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,130,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $1,227,318 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,165,717 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $33,514,651 | UnrestrictedBOYAmt |
| Unrestricted EOY | $33,247,675 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $33,514,651 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $33,247,675 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $34,741,969 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $34,413,392 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $33,514,651 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,249,560 | ExcessRevenueOverExpensesAmt |
| Other Increases | $982,584 | OtherIncreasesAmt |
| Subtotal | $33,247,675 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $33,247,675 | 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 | 2016-12-31 | $12,034,343 | $12,103,306 | -$68,963 | -$68,963 |
| archstone market neutral strategies | P | 2016-12-31 | $3,162,537 | $2,460,892 | $701,645 | $701,645 |
| aew global properties security fund | P | 2016-12-31 | $113,446 | $113,446 | $113,446 | |
| P | 2016-12-31 | $9,171 | $9,171 | $9,171 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $755,299 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,263,815 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $34,667,721 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.065300 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,343,012 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $38,708,049 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.060530 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,365,055 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $38,229,196 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.061865 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,308,581 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $36,186,177 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.063797 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,409,997 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $37,205,029 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.064776 | DistributionYr5Rt |
| Total Distribution | 0.316268 | TotalDistributionRt |
| Average Distribution | 0.063254 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $33,195,604 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,099,755 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $12,256 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,112,011 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,518,933 | 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 | $12,256 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $12,256 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $12,256 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $21,777 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $21,777 | TotalPaymentsAndCreditsAmt |
| Overpayment | $9,521 | OverpaymentAmt |
| Applied To ES Tax | $9,521 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 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 |
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 |
|---|---|---|---|---|---|---|---|---|
| LAURENCE P RUBINOW | ||||||||
| 935 Main Street Level C Suite B-101 | Manchester | CT | 06040 | CHAIRMAN | 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 |
| Douglas K Anderson | ||||||||
| 935 Main Street Level C Suite B-101 | manchester | CT | 06040 | Vice PresIDENT | 0.50 | $0 | $0 | $0 |
| BRIAN A ORENSTEIN | ||||||||
| 935 Main Street Level C Suite B-101 | manchester | CT | 06040 | TREASURER | 0.50 | $0 | $0 | $0 |
| DOREEN DOWNHAM | ||||||||
| 935 Main Street Level C Suite B-101 | manchester | CT | 06040 | EX DIR/SECRETARY | 40.00 | $100,195 | $16,172 | $0 |
| Charles L Pike | ||||||||
| 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 |
| 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 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 | $51,791 | CompensationAmt |
| Employee Benefits | $20,108 | 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 INC | 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 | $26,299,619 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $311,296 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $7,090,206 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $33,701,121 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $33,701,121 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $505,517 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $33,195,604 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,659,780 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,659,780 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,256 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,256 | TotalTaxAmt |
| Distributable Before Adj | $1,647,524 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,647,524 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,647,524 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,518,933 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,518,933 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $12,256 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,506,677 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,647,524 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $245,726 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $434,218 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $574,001 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,253,945 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,518,933 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,647,524 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $871,409 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,125,354 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,125,354 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $245,726 | ExcessFromYear3Amt |
| Excess From Year2 | $434,218 | ExcessFromYear2Amt |
| Excess From Year1 | $574,001 | ExcessFromYear1Amt |
| Excess From Current Year | $871,409 | 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" form located on the organization's web site. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | Scholarships are accepted from January through March for the following fall semester. | 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 (114 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AHM YOUTH SERVICES INC | |||||||
| 25 Pendleton Drive | Hebron | CT | 06082 | PC | GENERAL USE GRANT | $4,700 | |
| 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 | $5,000 | |
| Arts for Learning Connecticut | |||||||
| 3074 Whitney Ave | Hamden | CT | 06518 | pC | General use grant | $5,000 | |
| BILLINGS FORGE COMMUNITY WORKS | |||||||
| 140 RUSS ST | HARTford | CT | 06106 | PC | GENERAL USE GRANT | $5,000 | |
| Boy Scouts of America CRC | |||||||
| 60 Darlin St PO Box | East Hartford | CT | 06107 | PC | GENERAL USE GRANT | $60,000 | |
| BRAIN INJURY ALLIANCE OF CT | |||||||
| 200 OLD DAY HILL ROAD | WINDSOR | CT | 06095 | PC | GENERAL USE GRANT | $5,000 | |
| building healthy families | |||||||
| 302 hackmatack street | manCHESTER | CT | 06040 | pc | general use grant | $3,000 | |
| Camp Care Inc | |||||||
| 106 Route 66 | Columbia | CT | 06266 | PC | GENERAL USE GRANT | $5,000 | |
| Catholic charities | |||||||
| 331 main street | norwich | CT | 06360 | PC | GENERAL USE GRANT | $5,000 | |
| central connecticut state university | |||||||
| 1615 Stanley St | new britain | CT | 06050 | nc | scholarships | $9,800 | |
| Children's Law Center | |||||||
| 30 Arbor StreeT North | Hartford | CT | 06119 | PC | GENERAL USE GRANT | $20,000 | |
| Children's Museum | |||||||
| 950 Trout Brook Dr | west Hartford | CT | 06119 | PC | GENERAL USE GRANT | $25,000 | |
| Circle of Life Arts for All Inc | |||||||
| 50 Chapman Place Box 3 | East Hartford | CT | 06108 | pC | GENERAL USE GRANT | $2,000 | |
| CLiCK Inc | |||||||
| PO Box 788 | Willimantic | CT | 06226 | pC | GENERAL USE GRANT | $5,000 | |
| Community Renewal Team Inc | |||||||
| 555 windsor street | hartford | CT | 06120 | PC | General Use Grant | $2,500 | |
| ConcoraConnecticut Choral Artists Inc | |||||||
| 233 Pearl Street | Hartford | CT | 06103 | pC | GENERAL USE GRANT | $5,000 | |
| connecticut association for human services | |||||||
| 237 hamilton street 208 | harTford | CT | 06106 | pC | GENERAL USE GRANT | $3,000 | |
| Connecticut Audubon Society | |||||||
| 1316 Main Street | Glastonbury | CT | 06106 | PC | GENERAL USE GRANT | $38,000 | |
| connecticut college | |||||||
| 270 Mohegan Avenue | new london | CT | 06320 | nC | scholarships | $9,500 | |
| CONNECTICUT COUNCIL FOR PHILANTHROPY | |||||||
| 221 main street | hartford | CT | 06106 | PC | GENERAL USE GRANT | $5,800 | |
| connecticut farmland trust | |||||||
| 77 buckingham st 5 | hartford | CT | 06106 | PC | general use grant | $2,000 | |
| connecticut humanities council | |||||||
| 37 broad street | middletown | CT | 06457 | pC | GENERAL USE GRANT | $4,012 | |
| Connecticut Landmarks | |||||||
| 2299 South Street | Coventry | CT | 06103 | NC | GENERAL USE GRANT | $40,000 | |
| Connecticut Public Broadcasting Network | |||||||
| 1049 Asylum Ave | Hartford | CT | 06105 | pC | GENERAL USE GRANT | $5,000 | |
| CONNECTICUT RADIO INFORMATION SYSTEMS | |||||||
| 515 north eagleville road | storrs | CT | 06268 | PC | GENERAL USE GRANT | $1,000 | |
| Connecticut Science Center | |||||||
| 250 Columbus Blvd | Hartford | CT | 06106 | PC | GENERAL USE GRANT | $200,000 | |
| CONNECTICUT STORYTELLING CENTER | |||||||
| 270 mohegan avenue | new london | CT | 06320 | PC | GENERAL USE GRANT | $8,000 | |
| connecticut women's hall of fame | |||||||
| 320 fitch street | new haven | CT | 06515 | pc | general use grant | $3,000 | |
| Connecticut Youth Leadership Project Inc | |||||||
| 202 Highwood Drive | South Glastonbury | CT | 06066 | PC | GENERAL USE GRANT | $1,500 | |
| 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 | $4,000 | |
| DANCES WITH WOOD inc | |||||||
| 80 olde orchard road | clinton | CT | 06413 | PC | General Use Grant | $3,000 | |
| discovery center | |||||||
| 75 charter oak ave suite 1-310 | harTford | CT | 06106 | PC | GENERAL USE GRANT | $30,000 | |
| East Hartford School Business partnership inc | |||||||
| 869 forbes street | east hartford | CT | 06118 | PC | GENERAL USE GRANT | $2,500 | |
| eastern CONNECTICUT STATE UNIVERSITY | |||||||
| 83 Windham Street | willimantic | CT | 06040 | nC | general use grant | $78,000 | |
| EASTERN CONNECTICUT STATE UNIVERSITY | |||||||
| 83 Windham Street | Willimantic | CT | 06040 | NC | Scholarships | $57,850 | |
| 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 | $11,500 | |
| Generations Family Health Center Inc | |||||||
| 1315 Main Street | Willimantic | CT | 06033 | PC | GENERAL USE GRANT | $43,750 | |
| Girl Scouts of CT | |||||||
| 340 WASHINGTON STREET | HARTFORD | CT | 06106 | PC | GENERAL USE GRANT | $29,121 | |
| Goodspeed Musicals | |||||||
| 6 MAIN STREET PO BOX A | EAST HADDAM | CT | 06117 | PC | GENERAL USE GRANT | $30,000 | |
| GOODWIN COLLEGE | |||||||
| 1 RIVERSIDE DRIVE | EAST HARtford | CT | 06118 | nc | SCHOLARSHIPS | $1,000 | |
| Hands On Hartford | |||||||
| 330 Main Street 3rd Floor | HARTFORD | CT | 06106 | PC | GENERAL USE GRANT | $5,000 | |
| Hartford Consortium for Higher Education | |||||||
| 95 MAIN STREET SUITE 314 | HArtford | CT | 06103 | PC | GENERAL USE GRANT | $50,000 | |
| Hartford Gay & Lesbian Health Collective | |||||||
| 1841 Broad Street | Hartford | CT | 06114 | PC | GENERAL USE GRANT | $5,000 | |
| HARTFORD HOSPITAL | |||||||
| 80 SEYMOUR STREET | HARTford | CT | 06102 | PC | GENERAL USE GRANT | $9,993 | |
| Hartford Jewish Federation | |||||||
| 335 Bloomfield Ave Suite C | West Hartford | CT | 06117 | PC | GENERAL USE GRANT | $10,000 | |
| Hartford Stage Company | |||||||
| 50 Church Street | Hartford | CT | 061031629 | PC | GENERAL USE GRANT | $86,447 | |
| Hartford symphony orchestra | |||||||
| 100 pearl street 2nd floor east | hartford | CT | 06106 | PC | GENERAL USE GRANT | $5,000 | tower |
| Hartford's Camp Courant | |||||||
| 285 Broad Street | Hartford | CT | 06032 | PC | GENERAL USE GRANT | $16,000 | |
| Healthy Eyes Alliance | |||||||
| 129 church street | new haven | CT | 06510 | PC | GENERAL USE GRANT | $4,000 | |
| Hill-Stead Museum | |||||||
| 35 mountain rd | Farmington | CT | 06002 | PC | GENERAL USE GRANT | $32,500 | |
| Hockanum Valley Community Council Inc | |||||||
| 155 West Main Street | Vernon | CT | 06226 | PC | GENERAL USE GRANT | $56,000 | |
| horizons inc | |||||||
| 3586 horizons way | harrisonburg | VA | 22802 | PC | GENERAL USE GRANT | $41,207 | |
| imagine main street | |||||||
| 903 main street | mANCHESTER | CT | 06040 | PC | GENERAL USE GRANT | $1,154 | |
| Interval House | |||||||
| PO Box 340207 | Hartford | CT | 06117 | PC | GENERAL USE GRANT | $5,000 | |
| JUNIOR ACHIEVEMENT of SOUThWEST NEW ENGLANd Inc | |||||||
| 11 Asylum Street Suite 601 | Hartford | CT | 06103 | PC | General Use Grant | $20,000 | |
| KIDSAFE CT | |||||||
| 19 Elm St | Rockville | CT | 06066 | PC | GENERAL USE GRANT | $15,000 | |
| Lawyers for Children America | |||||||
| 151 Farmington Ave | Hartford | CT | 06040 | PC | GENERAL USE GRANT | $2,500 | |
| leadership greater hartford inc | |||||||
| 30 laurel street suite 3 | hartford | CT | 06106 | PC | GENERAL USE GRANT | $4,000 | |
| lyme academy college of fine arts | |||||||
| 84 lyme street | lyme | CT | 06371 | nC | scholarships | $500 | |
| malta food pantry inc | |||||||
| 230 blue hills ave | hartford | CT | 06112 | PC | GENERAL USE GRANT | $3,000 | |
| Malta House of Care Foundation | |||||||
| 1 State Street Suite | Hartford | CT | 06045 | PC | GENERAL USE GRANT | $38,000 | |
| MANCHESTER AREA CONFERENCE OF CHURCHES | |||||||
| 466 main street | manchester | CT | 06045 | PC | GENERAL USE GRANT | $28,000 | |
| Manchester Board of Education | |||||||
| 45 NORTH SCHOOL STREET | Manchester | CT | 06040 | NC | GENERAL USE GRANT | $500 | |
| manchester community College | |||||||
| great Paths MS 6 PO | manCHESTER | CT | 06040 | nC | scholarhips | $2,500 | |
| Manchester Community College Foundation | |||||||
| Great Paths MS 6 PO | Manchester | CT | 06042 | PC | General Use Grant | $50,000 | |
| Manchester Historical Society | |||||||
| 175 pine street | Manchester | CT | 06040 | pC | GENERAL USE GRANT | $5,000 | |
| Manchester land conservation trust inc | |||||||
| 20 hartford rd | Manchester | CT | 06040 | pc | general use grant | $2,000 | |
| MANCHESTER REGIONAL POLICEFIRE PIPE BAND | |||||||
| 71 LINWOOD DR | EAST HARTford | CT | 06108 | PC | GENERAL USE GRANT | $5,000 | |
| Manchester Symphony Orchestra and Chorale | |||||||
| PO Box 861 | Manchester | CT | 06040 | PC | GENERAL USE GRANT | $5,000 | |
| Manchester Unico Foundation Inc | |||||||
| PO Box 803 | Manchester | CT | 06045 | pC | GENERAL USE GRANT | $500 | |
| MARC Inc of Manchester | |||||||
| 376R West Middle Tpke | Manchester | CT | 06045 | PC | GENERAL USE GRANT | $25,000 | |
| MAYOR'S PROGRAM FOR MANCHESTER CHILDREN | |||||||
| po box 1373 | manchester | CT | 06045 | PC | GENERAL USE GRANT | $14,000 | |
| Mercy Housing and Shelter Corporation | |||||||
| 211 Wethersfield Ave | Hartford | CT | 06033 | PC | GENERAL USE GRANT | $5,000 | |
| My Sisters' Place | |||||||
| 102 Pliny Street | Hartford | CT | 06120 | PC | GENERAL USE GRANT | $29,500 | |
| mystic seaport museum inc | |||||||
| 75 greenmanville ave | mysTIC | CT | 06355 | PC | GENERAL USE GRANT | $12,447 | |
| National Conference for Comm & Justice | |||||||
| 1095 DAY HILL ROAD SUITE 100 | WINDSOR | CT | 06095 | PC | GENERAL USE GRANT | $3,000 | |
| New Britain Museum of American Art | |||||||
| 56 Lexington Street | New Britain | CT | 06050 | PC | GENERAL USE GRANT | $15,000 | |
| New England Air Museum | |||||||
| 36 Perimeter Rd | Windsor Locks | CT | 06096 | PC | GENERAL USE GRANT | $15,000 | |
| Nutmeg big brothers big sisters | |||||||
| 30 laurel street suite 3 | hartford | CT | 06106 | PC | GENERAL USE GRANT | $5,000 | |
| Nutmeg State Games | |||||||
| 290 Roberts Street | East Hartford | CT | 06108 | PC | GENERAL USE GRANT | $2,000 | |
| Open Hearth Association | |||||||
| PO Box 1077 | Hartford | CT | 06226 | PC | GENERAL USE GRANT | $30,600 | |
| OUR PIECE OF THE PIE | |||||||
| 20 SARGEANT ST | HARTFORd | CT | 06105 | PC | GENERAL USE GRANT | $1,500 | |
| QUINEBAUG VALLEY COMMUNITY COLLEGE | |||||||
| 729 main street | willimantic | CT | 06226 | NC | scholarships | $2,000 | |
| Quinnipiac University | |||||||
| 27 mount carmel avenue | hamden | CT | 06518 | NC | Scholarships | $9,500 | |
| Read to Grow Inc | |||||||
| 53 School Ground Rd | Branford | CT | 06450 | PC | GENERAL USE GRANT | $5,000 | |
| Rebuilding Together - Manchester | |||||||
| 41 Center Street PO Box | Manchester | CT | 06040 | PC | GENERAL USE GRANT | $60,000 | |
| RIVERFRONT RECAPTURE INC | |||||||
| 50 columbus blvd | hartford | CT | 06106 | PC | GENERAL USE GRANT | $3,500 | |
| sacred heart university | |||||||
| 5151 park ave | fairfield | CT | 06432 | nC | scholarships | $1,500 | |
| salvation army | |||||||
| 316 pleasant st | willimantic | CT | 06226 | PC | general use grant | $4,000 | |
| SAXTON B LITTLE FREE LIBRARY INC | |||||||
| 319 connecticut 87 | columbia | CT | 06237 | PC | GENERAL USE GRANT | $5,000 | |
| Sea Research Foundation | |||||||
| 55 COOGAN BLVD | MYSTIC | CT | 06355 | PC | GENERAL USE GRANT | $25,000 | |
| Southern Connecticut State University | |||||||
| 501 Crescent St | New Haven | CT | 06515 | NC | Scholarships | $7,900 | |
| ST FRANCIS HOSPITAL & medical center | |||||||
| 114 woodland street | hartford | CT | 06105 | PC | GENERAL USE GRANT | $145,000 | |
| Town of Manchester | |||||||
| 41 CENTER StreeT | MANchester | CT | 06040 | NC | GENERAL USE GRANT | $10,250 | |
| Town of Mansfield | |||||||
| 41 CENTER StreeT | STORRSMANSFIELD | CT | 06268 | NC | GENERAL USE GRANT | $500 | |
| Town of South Windsor | |||||||
| 1540 SULLIVAN AVE | SOUTH WINdsor | CT | 06074 | NC | GENERAL USE GRANT | $1,500 | |
| Trinity College | |||||||
| 300 summit street | hartford | CT | 06106 | nc | Scholarships | $1,200 | |
| University of Connecticut | |||||||
| 2131 Hillside Rd - Unit 3088 | Storrs | CT | 06269 | NC | Scholarships | $88,250 | |
| University of Connecticut Foundation | |||||||
| 2131 HILLSIDE ROAD | STorrs | CT | 06269 | PC | GENERAL USE GRANT | $75,125 | |
| UNIVERSITY OF CT ATHLETIC DEVELOPMENT FUNd | |||||||
| 2111 Hillside Rd Unit 3078 | STorrs | CT | 06269 | PC | GENERAL USE GRANT | $200,000 | |
| University of Hartford | |||||||
| 200 Bloomfield Ave | West Hartford | CT | 06117 | nc | Scholarships | $9,500 | |
| University of New haven | |||||||
| 300 boston post road | west haven | CT | 06516 | nc | Scholarships | $4,000 | |
| university of saint joseph | |||||||
| 1678 asylum avenue | west hartford | CT | 06117 | nc | Scholarships | $11,500 | |
| WADSWORTH ATHENEUM | |||||||
| 600 MAIN STREET | HARTFORD | CT | 06103 | PC | GENERAL USE GRANT | $5,000 | |
| Western connecticut state university | |||||||
| 181 white street | danbury | CT | 06810 | NC | Scholarships | $3,500 | |
| Windham Area Interfaith Ministry | |||||||
| 866 Main Street | Willimantic | CT | 06226 | PC | GENERAL USE GRANT | $5,000 | |
| Windham Regional Community Council | |||||||
| 872 Main Street | Willimantic | CT | 06226 | pC | GENERAL USE GRANT | $4,301 | |
| Wood Memorial Library | |||||||
| 783 Main Street PO Box 131 | South Windsor | CT | 06074 | pC | GENERAL USE GRANT | $3,000 | |
| Yale University | |||||||
| 246 CHURCH STREET | New Haven | CT | 06520 | nc | Scholarships | $7,000 | |
| YMCA of Greater Hartford | |||||||
| 160 Jewell Street | Hartford | CT | 06103 | PC | GENERAL USE GRANT | $100,000 | |
| YWCA | |||||||
| 135 BROAD STREET | HARTFORD | CT | 06105 | PC | GNERAL USE GRANT | $2,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,255,407 | 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 | $608 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $587,462 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $755,299 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,343,369 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,343,369 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $16,260 | Amt |
| Net Investment Income | $4,878 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $11,382 | 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 | $46,860 | 0.000000000000 | $3,960 | $0 |
| Office equipment | 2004-04-01 | $21,582 | $18,366 | 0.000000000000 | $639 | $0 |
| Furniture and fixtures | 2004-04-01 | $20,606 | $15,577 | 0.000000000000 | $831 | $0 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Fixed income funds | FMV | $4,703,498 | $4,703,498 |
| Equity funds | FMV | $22,118,872 | $22,118,872 |
| other investments | FMV | $7,090,206 | $7,090,206 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| Buildings | $158,400 | $50,820 | $107,580 |
| Furniture & Fixtures | $20,606 | $16,408 | $4,198 |
| Machinery & Other Equipment | $21,582 | $19,005 | $2,577 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Insurance | $6,657 | $0 | $6,657 |
| Office expense | $14,816 | $0 | $14,816 |
| Investment fees | $112,913 | $112,913 | $0 |
| Miscellaneous | $8,490 | $0 | $8,940 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | unrealized loss on investments | Desc |
| Amt | $982,584 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Professsional fees | $6,661 | $0 | $6,661 |
| education | $169 | $0 | $169 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $16,263 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments