NEWTOWN SAVINGS BANK FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- NEWTOWN SAVINGS BANK FOUNDATION INC (EIN 06-1514980)
- Tax period
- 2013-10-01 to 2014-09-30
- Filed
- 2015-08-14
- IRS object ID
- 201522269349100707
- Schema version
- 2013v4.0
- 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
- 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 | 2015-08-14T08:43:48-05:00 | ReturnTs |
| Tax Period End | 2014-09-30 | 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 | MCGLADREY LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE CHURCH STREET | AddressLine1 |
| City | NEW HAVEN | City |
| State | CT | State |
| ZIP Code | 06510 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-10-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | NEWTOWN | City |
| State | CT | State |
| ZIP Code | 06470 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN TRENTACOSTA | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 2034264440 | PhoneNum |
| Signature | 2015-08-11 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,423,176 | 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 | $110,884 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $48,527 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $48,527 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $13,552 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $162,678 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $13,552 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$1,229 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$1,229 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $171,734 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $60,850 | 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 | $10,855 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,855 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $201 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $201 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $50 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,106 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,056 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $64,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $64,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $75,606 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,056 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $64,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $96,128 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $49,794 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $39,261 | CashBOYAmt |
| Cash EOY | $35,104 | CashEOYAmt |
| Cash EOYFMV | $35,104 | CashEOYFMVAmt |
| Corporate Stock BOY | $631,840 | CorporateStockBOYAmt |
| Corporate Stock EOY | $731,555 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $731,555 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $557,352 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $656,517 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $656,517 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,228,453 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,423,176 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,423,176 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,228,453 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,423,176 | 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 | $1,228,453 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,423,176 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,228,453 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,423,176 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,228,453 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $96,128 | ExcessRevenueOverExpensesAmt |
| Other Increases | $98,595 | OtherIncreasesAmt |
| Subtotal | $1,423,176 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,423,176 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (28 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ABBIVE INC COM | P | 2011-11-23 | 2014-07-31 | $10,590 | $5,479 | $5,111 | $5,111 |
| ALLY FINL INC COM | P | 2014-04-09 | 2014-07-16 | $9,446 | $10,000 | -$554 | -$554 |
| CHENIERE ENERGY PTNRS L | P | 2013-12-13 | 2014-09-22 | $9,730 | $8,000 | $1,730 | $1,730 |
| CVR PARTNERS LP COM | P | 2011-09-14 | 2013-12-30 | $4,787 | $8,119 | -$3,332 | -$3,332 |
| CVR PARTNERS LP COM | P | 2011-11-23 | 2013-12-30 | $1,595 | $2,153 | -$558 | -$558 |
| ENDURANCE INTL GROUP HL | P | 2013-10-25 | 2013-11-05 | $4,353 | $4,800 | -$447 | -$447 |
| EVERTEC INC COM | P | 2013-04-12 | 2014-07-16 | $7,021 | $6,000 | $1,021 | $1,021 |
| FIREYE INC | P | 2013-09-19 | 2013-10-21 | $4,204 | $2,000 | $2,204 | $2,204 |
| FIREYE INC | P | 2013-09-19 | 2013-10-21 | $4,199 | $2,000 | $2,199 | $2,199 |
| GIGAMON INC COM | P | 2013-06-12 | 2014-07-16 | $3,063 | $4,750 | -$1,687 | -$1,687 |
| GOLDMAN SACHS GROUP IN 12/31/2022 8.00% | P | 2012-12-26 | 2013-12-31 | $15,000 | $14,988 | $12 | $12 |
| HALLIBURTON CO | P | 2006-08-24 | 2013-11-01 | $2,642 | $1,647 | $995 | $995 |
| HOUGHTON MIFFLIN HARCO | P | 2013-11-13 | 2013-12-30 | $74 | $60 | $14 | $14 |
| HOUGHTON MIFFLIN HARCO | P | 2013-11-13 | 2013-12-30 | $8,346 | $5,940 | $2,406 | $2,406 |
| INTL BUSINESS MACHINES | P | 2003-03-21 | 2013-12-30 | $4,650 | $1,392 | $3,258 | $3,258 |
| MORGAN STANLEY AUTOCL 11/30/2017 10.00% | P | 2012-11-27 | 2014-05-30 | $25,000 | $24,963 | $37 | $37 |
| NYSE EURONEXT CONTRA D | P | 2013-10-30 | 2013-11-14 | $2,231 | $5,342 | -$3,111 | -$3,111 |
| OUTFRONT MEDIA INC COM | P | 2014-03-27 | 2014-07-16 | $4,920 | $4,200 | $720 | $720 |
| SLM CORP MEDIUM TERM N 02/01/2014 4.69% | P | 2007-04-30 | 2014-02-03 | $10,000 | $8,514 | $1,486 | $1,486 |
| SPDR HIGH YIELD | P | 2012-11-01 | 2013-10-25 | $2,033 | $2,009 | $24 | $24 |
| SPORTSMAN WAREHOUSE | P | 2014-04-17 | 2014-07-16 | $974 | $1,425 | -$451 | -$451 |
| TEXTRON FINANCIAL CORP M 08/15/2014 5.125% | P | 2007-02-13 | 2014-08-15 | $15,000 | $14,667 | $333 | $333 |
| TEXTRON FINANCIAL CORP M 08/15/2014 5.125% | P | 2007-03-01 | 2014-08-15 | $10,000 | $9,936 | $64 | $64 |
| UNITED TECHNOLOGIES | P | 2001-06-22 | 2013-11-01 | $2,137 | $742 | $1,395 | $1,395 |
| WASHINGTON PRIME GROUP | P | 2006-08-24 | 2014-05-29 | $10 | $10 | $10 | |
| WASHINGTON PRIME GROUP | P | 2006-08-24 | 2014-08-13 | $653 | $653 | $653 | |
| WASHINGTON PRIME GROUP | P | 2009-03-18 | 2014-08-13 | $9 | $9 | $9 | |
| MATTHEWS INDIA FUND | P | 2011-01-01 | 2013-12-12 | $11 | $11 | $11 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $13,552 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $154,560 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,159,924 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.133250 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $56,210 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,027,656 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.054697 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $45,500 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $964,174 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047191 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $57,311 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $845,896 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.067752 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $50,023 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $716,500 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.069816 | DistributionYr5Rt |
| Total Distribution | 0.372706 | TotalDistributionRt |
| Average Distribution | 0.074541 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,350,682 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $100,681 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $498 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $101,179 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $64,500 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $996 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $996 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $996 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $640 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $640 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $5 | EsPenaltyAmt |
| Tax Due | $361 | 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 | JOHN TRENTACOSTA | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | NEWTOWN | City |
| State | CT | State |
| ZIP Code | 06470 | ZIPCode |
| 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 (9 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ALAN C CLAVETTE | ||||||||
| 3 FOX HOLLOW LANE | SANDY HOOK | CT | 06482 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| BRIAN C WHITE | ||||||||
| 60 CASTLE MEADOW ROAD | NEWTOWN | CT | 06470 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| CAROL L MAHONEY | ||||||||
| 20 DIAMOND DRIVE | NEWTOWN | CT | 06470 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JAMES T MORLEY JR | ||||||||
| 54 HUNTINGTON ROAD | NEWTOWN | CT | 06470 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JOHN F TRENTACOSTA | ||||||||
| 39 MAIN STREET | NEWTOWN | CT | 06470 | PRESIDENT & CEO | 1.00 | $0 | $0 | $0 |
| JOHN J MARTOCCI | ||||||||
| 39 MAIN STREET | NEWTOWN | CT | 06470 | CHAIRMAN | 1.00 | $0 | $0 | $0 |
| JOHN S MADZULA | ||||||||
| 20 THE BOULEVARD | NEWTOWN | CT | 06470 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| WILLIAM A BRIMMER | ||||||||
| 8 HATTERTOWN ROAD | NEWTOWN | CT | 06470 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| LAUREEN A TROTTO | ||||||||
| 168 BUSHY HILL TOAD | NEWTOWN | CT | 06470 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,357,369 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $13,882 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,371,251 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,371,251 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $20,569 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,350,682 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $67,534 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $67,534 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $996 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $996 | TotalTaxAmt |
| Distributable Before Adj | $66,538 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $66,538 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $66,538 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $64,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $64,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $64,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $66,538 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $14,652 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $15,394 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $5,407 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $97,444 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $132,897 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $64,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $64,500 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $2,038 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $2,038 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $130,859 | 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 | $12,614 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $118,245 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $15,394 | ExcessFromYear4Amt |
| Excess From Year2 | $5,407 | ExcessFromYear2Amt |
| Excess From Year1 | $97,444 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JOHN F TRENTACOSTA | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | NEWTOWN SAVINGS BANK 39 MAIN STREET | AddressLine1 |
| City | NEWTOWN | City |
| State | CT | State |
| ZIP Code | 06470 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2034264440 | RecipientPhoneNum |
| Form And Info And Materials | APLLICATIONS 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 (26 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| BETHEL PUBLIC SCHOOLS | |||||
| EDUCATIONAL PARK | BETHEL | CT | 06801 | SCHOLARSHIP PROGRAM | $2,000 |
| MONROE SCHOLARSHIP FUND INC | |||||
| PO BOX 691 | MONROE | CT | 06468 | SCHOLARSHIP PROGRAM | $2,000 |
| NEWTOWN SCHOLARSHIP ASSOCIATION | |||||
| PO BOX 302 | NEWTOWN | CT | 06470 | SCHOLARSHIP PROGRAM | $5,000 |
| POMPERAUG HIGH SCHOOL | |||||
| 234 JUDD ROAD | SOUTHBURY | CT | 06488 | SCHOLARSHIP PROGRAM | $2,000 |
| THE HORD FOUNDATION | |||||
| PO BOX 4671 | DANBURY | CT | 06813 | SCHOLARSHIP PROGRAM | $3,000 |
| THE LATINO SCHOLARSHIP FUND | |||||
| 8 CORNTASSLE ROAD | DANBURY | CT | 06811 | SCHOLARSHIP PROGRAM | $2,000 |
| VALLEY UNITED WAY | |||||
| 3 CORPORATE DRIVE SUITE 501 | SHELTON | CT | 06484 | GENERAL PURPOSE | $1,000 |
| WOODBURY COMMUNITY SERVICES COUNCIL | |||||
| PO BOX 585 | WOODBURY | CT | 06798 | GENERAL PURPOSE | $1,000 |
| WOODBURY SCHOLARSHIP FUND | |||||
| 34 JUDSON AVENUE | WOODBURY | CT | 06798 | SCHOLARSHIP PROGRAM | $3,000 |
| BETHEL SOCIAL SERVICES | |||||
| 1 SCHOOL ST | BETHEL | CT | 06801 | GENERAL PURPOSE | $1,000 |
| BROOKFIELD HIGH SCHOOL | |||||
| 45 LONGMEADOW HILL RD | BROOKFIELD | CT | 06804 | SCHOLARSHIP PROGRAM | $2,000 |
| BROOKFIELD SOCIAL SERVICES | |||||
| PO BOX 5106 | BROOKFIELD | CT | 06804 | GENERAL PURPOSE | $1,000 |
| DOROTHY DAY HOSPITALITY HOUSE | |||||
| PO BOX 922 | DANBURY | CT | 06813 | GENERAL PURPOSE | $1,000 |
| HOME FRONT INC | |||||
| 88 HAMILTON AVE | STAMFORD | CT | 06902 | GENERAL PURPOSE | $2,500 |
| FEED THE NEED CT | |||||
| 15 BARON RD | FRANKLIN | MA | 02038 | GENERAL PURPOSE | $3,000 |
| FSW INC CT | |||||
| 475 CLINTON AVE | BRIDGEPORT | CT | 06905 | GENERAL PURPOSE | $3,000 |
| MONROE SOCIAL SERVICES | |||||
| 7 FAN HILL RD | MONROE | CT | 06468 | GENERAL PURPOSE | $1,000 |
| NEWTOWN SOCIAL SERVICES | |||||
| 3 MAIN ST | NEWTOWN | CT | 06470 | GENERAL PURPOSE | $1,000 |
| NEWTOWN VOLUNTEER AMBULANCE ASSOC | |||||
| PO BOX 344 | NEWTOWN | CT | 06470 | GENERAL PURPOSE | $8,000 |
| SHELTON HIGH SCHOOL | |||||
| 120 MEADOW ST | SHELTON | CT | 06484 | SCHOLARSHIP PROGRAM | $2,000 |
| SOUTHBURY SOCIAL SERVICES | |||||
| 561 MAIN ST SOUTH | SOUTHBURY | CT | 06488 | GENERAL PURPOSE | $1,000 |
| SPOONER HOUSE | |||||
| 30 TODD RD | SHELTON | CT | 06484 | GENERAL PURPOSE | $1,000 |
| TRUMBULL DEPT OF SOCIAL SERVICES | |||||
| 23 PRISCILLA PLACE | TRUMBULL | CT | 06611 | GENERAL PURPOSE | $1,000 |
| TRUMBULL HIGH SCHOOL SCHOLARSHIP FOUNDATION | |||||
| 72 STROBEL RD | TRUMBULL | CT | 06611 | SCHOLARSHIP PURPOSE | $2,000 |
| UNITED WAY OF WESTERN CONNECTICUT | |||||
| 85 WEST ST | DANBURY | CT | 06810 | GENERAL PURPOSE | $3,000 |
| WESTERN CT HEALTH NETWORK (5 YEARLY PAYMENTS) 35 | |||||
| 24 HOSPITAL AVE | DANBURY | CT | 06810 | GENERAL PURPOSE | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $64,500 | 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 | $48,527 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $13,552 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME FROM PASSTHOUGH | Desc |
| Exclusion | 14 | ExclusionCd |
| Related Or Exempt Function Incm | -$1,229 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $48,527 | ExclusionAmt |
| Related Or Exempt Function Incm | $12,323 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $60,850 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
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 | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 39 MAIN STREET | AddressLine1 |
| City | NEWTOWN | City |
| State | CT | State |
| ZIP Code | 06470 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $110,884 | 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 | $731,555 | EOYBookValueAmt |
| EOYFMV | $731,555 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| EXCHANGE TRADED FUNDS (EFTS) | FMV | $155,637 | $155,637 |
| FIXED INCOME (BONDS) | FMV | $478,830 | $478,830 |
| MUTUAL FUNDS | FMV | $19,632 | $19,632 |
| INVESTMENTS IN PARTNERSHIPS | FMV | $2,418 | $2,418 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STATE FILING FEES | Desc |
| Revenue And Expenses Per Books | $50 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME FROM PASSTHOUGH | Desc |
| Revenue And Expenses Per Books | -$1,229 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$1,229 | NetInvestmentIncomeAmt |
| Adjusted Net Income | -$1,229 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAIN ON INVESTMENT | Description |
| Amount | $98,595 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $10,855 | Amt |
| Net Investment Income | $10,855 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $201 | Amt |
| Net Investment Income | $201 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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