THE NORTHWEST CONNECTICUT COMMUNITY FOUNDATION TRUST: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
THE NORTHWEST CONNECTICUT COMMUNITY FOUNDATION TRUST (EIN 06-6114199)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-07-31
IRS object ID
201412129349300546
Schema version
2013v3.1
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2014-07-31T10:08:45-07:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KING KING & ASSOCIATES CPASBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1170 HOLABIRD AVEAddressLine1
CityWINSTEDCity
StateCTState
ZIP Code060981727ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN066114199EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TORRINGTON AREA FOUNDATIONBusinessNameLine1
Business Name Line2FOR PUBLIC GIVINGBusinessNameLine2
FieldValueIRS element (for citing)
Business Name ControlTORRBusinessNameControlTxt
Phone8606261245PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1144AddressLine1
CityTORRINGTONCity
StateCTState
ZIP Code06790ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGuy RovezziPersonNm
Person TitlePresidentPersonTitleTxt
Signature2014-07-31SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRobert E King CPAPreparerPersonNm
PTINP00083643PTIN
Phone8603790215PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Gross Receipts$694,824GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
All Affiliates IncludedfalseAllAffiliatesIncludedInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.CFNWCT.ORGWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1970FormationYr
Legal Domicile StateCTLegalDomicileStateCd
Activity Or MissionTO ENHANCE QUALITY OF LIFE FOR CITIZENS IN ITS SERVICE AREA BY IDENTIFYING AND RESPONDING TO COMMUNITY NEEDS BY PROVIDING FINANCIAL ASSISTANCE IN THE FORM OF SCHOLARSHIPS AND GRANTS TO 501(C)(3) ORGANIZATIONS.ActivityOrMissionDesc
Voting Members Governing Body16VotingMembersGoverningBodyCnt
Voting Members Independent16VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers125TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$7,230PYContributionsGrantsAmt
CY Contributions Grants$83,850CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$531,186PYInvestmentIncomeAmt
CY Investment Income$610,338CYInvestmentIncomeAmt
CY Other Revenue$636CYOtherRevenueAmt
PY Total Revenue$538,416PYTotalRevenueAmt
CY Total Revenue$694,824CYTotalRevenueAmt
PY Grants And Similar Paid$93,852PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$141,969CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$116,827PYOtherExpensesAmt
CY Other Expenses$129,839CYOtherExpensesAmt
PY Total Expenses$210,679PYTotalExpensesAmt
CY Total Expenses$271,808CYTotalExpensesAmt
PY Revenues Less Expenses$327,737PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$423,016CYRevenuesLessExpensesAmt
Total Assets BOY$4,997,647TotalAssetsBOYAmt
Total Assets EOY$5,409,571TotalAssetsEOYAmt
Total Liabilities BOY$103,542TotalLiabilitiesBOYAmt
Total Liabilities EOY$111,913TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$4,894,105NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$5,297,658NetAssetsOrFundBalancesEOYAmt
MissionTO ENHANCE QUALITY OF LIFE FOR CITIZENS IN ITS SERVICE AREA BY IDENTIFYING AND RESPONDING TO COMMUNITY NEEDS BY PROVIDING FINANCIAL ASSISTANCE IN THE FORM OF SCHOLARSHIPS AND GRANTS TO 501(C)(3) ORGANIZATIONS.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$141,969ExpenseAmt
Grant$141,969GrantAmt
DescINCOME FROM INVESTMENTS IS TO BE DISTRIBUTED ANNUALLY TO WORTHY RECIPIENTS {501(C)(3)} AS CHOSEN BY THE GRANTS COMMITTEE. FUNDS HAVE BEEN ESTABLISHED BY MANY SEPARATE DONORS FOR THE BENEFIT OF THE RESIDENTS OF BARKHAMSTED, BETHLEHAM, CANAAN/FALLS VILLAGE, COLEBROOK, CORNWALL, GOSHEN, HARTLAND, HARWINTON, LITCHFIELD, MORRIS, NEW HARTFORD, NORFOLK, NORTH CANAAN, SALISBURY, TORRINGTON, WASHINGTON, WARREN, OR WINSTED. THE FOUNDATION WILL, AS DESIGNATED BY THE DONOR'S GIFT INSTRUMENT, EXPAND THE SCOPE OF ITS PHILANTHROPIC ACTIVITIES WITHOUT RESTRICTION TO ANY GEOGRAPHIC LOCATION. IN ADDITION, FINANCIAL ASSISTANCE IN THE FORM OF SCHOLARSHIPS IS AWARDED TO LOCAL INDIVIDUALS PURSUING HIGHER EDUCATION. FOR 2013, GRANTS IN THE AMOUNT OF $121,369 WERE AWARDED AND FINANCIAL ASSISTANCE IN THE FORM OF SCHOLARSHIPS WAS PROVIDED IN THE AMOUNT OF $20,600.Desc
Total Program Service Expenses$141,969TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsYes (true)ReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld CompliancefalseBackupWthldComplianceInd
Employee0EmployeeCnt
Employment Tax Returns FiledfalseEmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Form8282 Filed0Form8282FiledCnt
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
Org Filed In Lieu Of Form1041falseOrgFiledInLieuOfForm1041Ind
Licensed More Than One StatefalseLicensedMoreThanOneStateInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members16GoverningBodyVotingMembersCnt
Independent Voting Member16IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonGUY ROVEZZIPersonNm
Phone8606261245PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1144AddressLine1
CityTORRINGTONCity
StateCTState
ZIP Code067901144ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
Khurshed Bhumgara
Director1.001.00Yes (X)$0$0$0
DOUGLAS O'CONNELL ESQ
Vice Chair1.002.00Yes (X)$0$0$0Yes (X)
DAN DWYER
DIRECTOR1.001.00Yes (X)$0$0$0
Miki Duisterhof
Director1.001.00Yes (X)$0$0$0
CHRISTOPHER WALL ESQ
Director1.001.00Yes (X)$0$0$0
RONALD ROSENSTEIN ESQ
DIRECTOR1.001.00Yes (X)$0$0$0
WILLIAM HARDING
Director1.001.00Yes (X)$0$0$0
F Robert Petricone
Director1.001.00Yes (X)$0$0$0
ROSE PONTE
Director1.001.00Yes (X)$0$0$0
ALYSON THOMSON
DIRECTOR1.001.00Yes (X)$0$0$0
THOMAS BECHTLE
Chairman1.002.00Yes (X)$0$0$0Yes (X)
JOHN JANCO
Treasurer1.002.00Yes (X)$0$0$0Yes (X)
Norman Rogers Esq
Director1.001.00Yes (X)$0$0$0
GAYLE MORASKI
2ND VICE CHAIR1.002.00Yes (X)$0$0$0Yes (X)
VICKIE PATRICK CPA
Secretary1.002.00Yes (X)$0$0$0Yes (X)
ROBERTA LEE AUGUST
Rec Secretary1.002.00Yes (X)$0$0$0Yes (X)
GUY ROVEZZI
President5.0035.00$0$134,000$0Yes (X)
FieldValueIRS element (for citing)
Tot Reportable Comp Rltd Org$134,000TotReportableCompRltdOrgAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$83,850AllOtherContributionsAmt
Total Contributions$83,850TotalContributionsAmt
Total Program Service Revenue$0TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$146,348TotalRevenueColumnAmt
Exclusion$146,348ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$463,990SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$463,990SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$463,990TotalRevenueColumnAmt
Related Or Exempt Func Income$463,990RelatedOrExemptFuncIncomeAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtExclusionExclusionAmt
MISCELLANEOUS INCOME900099$114$114
UNFULFILLED GRANT AWARDS900099$522$522
FieldValueIRS element (for citing)
Other Revenue Total$636OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$694,824TotalRevenueColumnAmt
Related Or Exempt Func Income$464,104RelatedOrExemptFuncIncomeAmt
Exclusion$146,870ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$121,369TotalAmt
Program Services$121,369ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$20,600TotalAmt
Program Services$20,600ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$80,924TotalAmt
Management And General$80,924ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$48,915TotalAmt
Management And General$48,915ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$271,808TotalAmt
Program Services$141,969ProgramServicesAmt
Management And General$129,839ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,049BOYAmt
EOY$85,014EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$4,149,464BOYAmt
EOY$4,579,477EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$847,134BOYAmt
EOY$745,080EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$4,997,647BOYAmt
EOY$5,409,571EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$103,542BOYAmt
EOY$111,912EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
EOY$1EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$103,542BOYAmt
EOY$111,913EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$4,801,258BOYAmt
EOY$5,218,566EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$92,847BOYAmt
EOY$79,092EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,894,105BOYAmt
EOY$5,297,658EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,997,647BOYAmt
EOY$5,409,571EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$423,016ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$104,800NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$124,263OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Community TrustYes (X)CommunityTrustInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$212,883CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,405CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,025CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$7,230CurrentTaxYearMinus1YearAmt
Current Tax Year$83,850CurrentTaxYearAmt
Total$306,393TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$212,883CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,405CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,025CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$7,230CurrentTaxYearMinus1YearAmt
Current Tax Year$83,850CurrentTaxYearAmt
Total$306,393TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$164,101SubstantialContributorsTotAmt
Public Support Total170$142,292PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$114,651CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$151,011CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$194,999CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$161,248CurrentTaxYearMinus1YearAmt
Current Tax Year$146,348CurrentTaxYearAmt
Total$768,257TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$10,000CurrentTaxYearMinus3YearsAmt
Current Tax Year$636CurrentTaxYearAmt
Total$10,636TotalAmt
FieldValueIRS element (for citing)
Total Support$1,085,286TotalSupportAmt
Public Support CY1700.13110PublicSupportCY170Pct
Public Support PY1700.06750PublicSupportPY170Pct
Ten Pct Facts Crcmstncs Test CYYes (X)TenPctFactsCrcmstncsTestCYInd
Facts And Circumstances TestPart II, Line 17a--Established in 1969 as a community Trust, the Torrington Area Foundation for Public Giving is a charitable, tax exempt, publicly supported, philanthropic corporation within the meaning of section 509(a)(1) and 170(b)(1)(A)(vi) of the United States Code established for the purpose of encouraging broad based community support, contributions and local philanthropic resources to meet changing community needs. The mission of the Trust is to collect, hold and manage these resources as a permanent endowment, and to distribute these resources in the form of grants and scholarships guided by a prudent Spending Policy, for local charitable uses and purposes.The organization is governed by a Trust Board of 15 local community leaders, selected for their knowledge of community needs and their involvement in advancing the welfare of Northwest Connecticut and the communities in which they reside.In an effort to provide more flexibility and expertise surrounding the engagement of investment managers and investment vehicles, the Trust established a corporate entity in 1999, known as The Community Foundation of Northwest Connecticut, Inc. Most of the new gifts and contributions are made to the corporate entity. The operations and governance structures of these two entities are substantively the same.Annually, the Torrington Area Foundation conducts and annual appeal from the communities it supports. The combined contributions average $75,000 to $90,000 from approximately 250 to 300 contributors. This broad based community support assists the Foundation in meeting its public support test on an annual basis.FactsAndCircumstancesTestTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,996,598BeginningYearBalanceAmt
Contributions$83,850ContributionsAmt
Investment Earnings Or Losses$541,960InvestmentEarningsOrLossesAmt
Grants Or Scholarships$141,969GrantsOrScholarshipsAmt
Administrative Expenses$155,882AdministrativeExpensesAmt
End Year Balance$5,324,557EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,697,266BeginningYearBalanceAmt
Contributions$7,230ContributionsAmt
Investment Earnings Or Losses$479,219InvestmentEarningsOrLossesAmt
Grants Or Scholarships$93,852GrantsOrScholarshipsAmt
Administrative Expenses$93,265AdministrativeExpensesAmt
End Year Balance$4,996,598EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$5,105,094BeginningYearBalanceAmt
Contributions$1,025ContributionsAmt
Investment Earnings Or Losses-$271,141InvestmentEarningsOrLossesAmt
Grants Or Scholarships$91,097GrantsOrScholarshipsAmt
Administrative Expenses$46,615AdministrativeExpensesAmt
End Year Balance$4,697,266EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.97310BoardDesignatedBalanceEOYPct
Term Endowment Balance EOY0.02690TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd
Related Org List Sch RfalseRelatedOrgListSchRInd

Other Assets Org OtherAssetsOrgGrp (2 entries)

DescDescBook ValueBookValueAmt
Alternative Investments
Charitable Remainder Trusts$302,344
FieldValueIRS element (for citing)
Total Book Value Other Assets$745,080TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescRoundingDesc
Amt$1Amt
FieldValueIRS element (for citing)
Total Liability$1TotalLiabilityAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart V, Line 4: Intended uses of the endowment fund.FormAndLineReferenceDesc
ExplanationTO ENHANCE QUALITY OF LIFE FOR CITIZENS IN ITS SERVICE AREA BY IDENTIFYING AND RESPONDING TO COMMUNITY NEEDS BY PROVIDING FINANCIAL ASSISTANCE IN THE FORM OF SCHOLARSHIPS AND GRANTS TO 501(C)(3) ORGANIZATIONS.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (7 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
Charlotte Hungerford Hospital
New Litchfield StTorringtonCT06790060646678501(c)(3)$6,700$010 NEW WHEELCHAIRS
CIVIC LIFE PROJECT
60 FURNACE BROOK ROADCORNWALL BRIDGECT06754061725017501(c)(3)$5,273$0SUPPORT OUTRREACH TO HIGH SCHOOLS
FISH OF NORTHWESTERN CT
332 SOUTH MAIN STTORRINGTONCT06790060878637501(c)(3)$6,600$0SUPPORT GENERATOR PURCHASE
LARC
314 Main StreetTorringtonCT06790066075006501(c)(3)$5,250$0SUPPORT CAPITAL CAMPAIGN
TORRINGTON HISTORICAL
192 MAIN STREETTORRINGTONCT06790060725798501(c)(3)$10,000$0SUPPORT CAPITAL CAMPAIGN
Torrington Public Schools
355 Migeon AvenueTorringtonCT06790061095635$7,000$0GENERAL SUPPORT
Warner Theater-NW CT Assoc for the Arts
68 Main StreetTorringtonCT06790061048713501(c)(3)$12,500$0SUPPORT ED SEARCH
FieldValueIRS element (for citing)
Total501c3 Org7Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeStudent ScholarshipsGrantTypeTxt
Recipient22RecipientCnt
Cash Grant$20,600CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceGrantmaker's Description of How Grants are UsedFormAndLineReferenceDesc
ExplanationSubsequent to receiving funding, nonprofits must complete a Post-Grant Common Report. In addition, a representative of the Foundation may conduct a site visit to determine a) how the grant funds were used, b) if the anticipated outcome was achieved, c) any challenges encountered by the grantee, and d) how the community impact was measured.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Line 11b: Form 990 Review ProcessThe Board and Audit Committee are provided a copy of the Financial Statements and Form 990 for discussion and review at a regularly scheduled board meeting.
Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of ConflictsAnnually the board of directors, staff and key volunteers complete a conflict of interest statement listing all affiliations and those of family members, as well as potential conflict of interest relationships. These statements are kept on file. In all meetings related to grants and contracted services, the board is reminded of this policy and required to recuse themselves from any discussion and voting that could be considered a conflict.
Form 990, Part VI, Line 19: Other Organization Documents Publicly AvailableOffered for inspection through website, annual report or upon direct request.
Other Changes In Net Assets Or Fund Balances - Other DecreasesChange in Value of Split-interest Agreements = -$124263

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Controlled OrganizationControlledOrganizationIndDirect Controlling NADirectControllingNACd
Community Foundation of Northwest CT
PO Box 1144TorringtonCT06790061565733To enhance the lives of citizens in its service areaCT501(c)(3)7NAfalse
John T & Jane A Wiederhold Foundation
185 Asylum Street 3rd FloorHartfordCT06103061830842To Support the Welfare of AnimalsCT501(c)(3)PFfalseN/A
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (true)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (true)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (4 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
Community Foundation of Northwest CT
m$5,567Allocated Cost
Community Foundation of Northwest CT
n$4,562Allocated Cost
Community Foundation of Northwest CT
o$33,000Allocated Cost
Community Foundation of Northwest CT
p$80,924Cost

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