SBM CHARITABLE FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- SBM CHARITABLE FOUNDATION INC (EIN 06-1574365)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-06-19
- IRS object ID
- 201431709349100503
- Schema version
- 2013v3.0
- 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 | 2014-06-19T09:57:10-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 180 GLASTONBURY BOULEVARD | AddressLine1 |
| City | GLASTONBURY | City |
| State | CT | State |
| ZIP Code | 06033 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | MANCHESTER | City |
| State | CT | State |
| ZIP Code | 06040 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DOREEN DOWNHAM | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 8605331067 | PhoneNum |
| Signature | 2014-06-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAUL BALLASY | PreparerPersonNm |
| PTIN | P00852868 | PTIN |
| Phone | 8606333000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $40,043,759 | 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 |
| Dividends Rev And Expnss | $751,183 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $751,183 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $627,846 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,972,480 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $627,846 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,379,029 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,379,029 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $80,493 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $80,493 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $88,188 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $86,809 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $50,657 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $50,246 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,675 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,675 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $9,739 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $9,739 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $12,305 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $7,356 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $8,229 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $8,229 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $168,801 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $141,131 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $27,670 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $434,443 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $144,131 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $267,861 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,551,776 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,109,543 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,986,219 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $144,131 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,377,404 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$607,190 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,234,898 | 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 | $924,596 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,062,478 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,062,478 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $1,870 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,870 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,870 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $36,782,678 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $36,852,378 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $36,852,378 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $193,409 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $66,676 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $134,089 | LandBOYAmt |
| Land EOY | $126,733 | LandEOYAmt |
| Land EOYFMV | $126,733 | LandEOYFMVAmt |
| Total Assets BOY | $37,843,533 | TotalAssetsBOYAmt |
| Total Assets EOY | $40,043,759 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $40,043,759 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $23,387 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $27,205 | AccountsPayableEOYAmt |
| Grants Payable BOY | $1,192,767 | GrantsPayableBOYAmt |
| Grants Payable EOY | $635,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $1,216,154 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $662,205 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $36,627,379 | UnrestrictedBOYAmt |
| Unrestricted EOY | $39,381,554 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $36,627,379 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $39,381,554 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $37,843,533 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $40,043,759 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $36,627,379 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$607,190 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,361,365 | OtherIncreasesAmt |
| Subtotal | $39,381,554 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $39,381,554 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| CITY OF LONDON | P | $873,528 | $1,000,000 | -$126,472 | -$126,472 |
| US BANK | $2,568,520 | $2,504,931 | $63,589 | $63,589 | |
| ARCHSTONE | P | $1,350,000 | $990,868 | $359,132 | $359,132 |
| FORESTER CAPITAL | P | $1,250,000 | $866,209 | $383,791 | $383,791 |
| WELLINGTON TRUST COMPANY | P | $2,878,623 | $2,982,626 | -$104,003 | -$104,003 |
| AEW | P | $51,809 | $51,809 | $51,809 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $627,846 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,308,581 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $36,186,177 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.063797 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,409,997 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $37,205,029 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.064776 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,865,800 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $36,548,956 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051049 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,981,067 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $32,832,786 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.060338 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,294,550 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $40,051,729 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.057290 | DistributionYr5Rt |
| Total Distribution | 0.297250 | TotalDistributionRt |
| Average Distribution | 0.059450 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $38,229,196 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,272,726 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $12,349 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,285,075 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,377,404 | 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 | $12,349 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $12,349 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $12,349 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,000 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $1,500 | AppliedToEsTaxAmt |
| Total Payments And Credits | $12,500 | TotalPaymentsAndCreditsAmt |
| Overpayment | $151 | OverpaymentAmt |
| Applied To ES Tax | $151 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | MANCHESTER | City |
| State | CT | State |
| ZIP Code | 06040 | 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 (16 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 |
|---|---|---|---|---|---|---|---|---|
| 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 |
| BRIAN A ORENSTEIN | ||||||||
| 935 MAIN STREET LEVEL C SUITE B-101 | MANCHESTER | CT | 06040 | TREASURER | 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 |
| SHEILA B FLANAGAN | ||||||||
| 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 |
| TIMOTHY J DEVANNEY | ||||||||
| 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 |
| GREGORY S WOLFF | ||||||||
| 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 |
| LINDA S KLEIN | ||||||||
| 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 |
| CHARLES L PIKE | ||||||||
| 935 MAIN STREET LEVEL C SUITE B-101 | MANCHESTER | CT | 06040 | VICE PRESIDENT | 0.50 | $0 | $0 | $0 |
| DOREEN DOWNHAM | ||||||||
| 935 MAIN STREET LEVEL C SUITE B-101 | MANCHESTER | CT | 06040 | EX DIR/SECRETARY | 40.00 | $80,493 | $4,138 | $0 |
| HARRY S GAUCHER | ||||||||
| 935 MAIN STREET LEVEL C SUITE B-101 | MANCHESTER | CT | 06040 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRIME BUCHHOLZ & ASSOCIATES INC | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 273 CORPORATE DR 250 | AddressLine1 |
| City | PORTSMOUTH | City |
| State | NH | State |
| ZIP Code | 03801 | ZIPCode |
| 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION PROVIDES GRANTS AND SCHOLARSHIPS TO ORGANIZATIONS AND INDIVIDUALS THAT MEET THE ORGANIZATION'S EXEMPT PURPOSE CRITERIA | Description1Txt |
| Expenses1 | $2,377,404 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $38,664,278 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $147,088 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $38,811,366 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $38,811,366 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $582,170 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $38,229,196 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,911,460 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,911,460 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,349 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,349 | TotalTaxAmt |
| Distributable Before Adj | $1,899,111 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,899,111 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,899,111 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,377,404 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,377,404 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $12,349 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,365,055 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,899,111 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $232,567 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,377,404 | QualifyingDistributionsAmt |
| Applied To Year1 | $232,567 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,899,111 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $245,726 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $245,726 | 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 | $245,726 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $245,726 | 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 | AddressLine1 |
| City | MANCHESTER | City |
| State | CT | State |
| ZIP Code | 06040 | ZIPCode |
| 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 (129 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|
| AHM YOUTH SERVICES INC | ||||||
| 25 PENDLETON DRIVE | HEBRON | CT | 06082 | GENERAL USE GRANT | $4,700 | |
| ALTRUSA INTERNATIONAL INC | ||||||
| 332 S MICHIGAN AVE | CHICAGO | IL | 60604 | GENERAL USE GRANT | $4,500 | |
| ARTISTS IN REAL TIME INC | ||||||
| PO BOX 1138 | HARTFORD | CT | 06143 | GENERAL USE GRANT | $2,000 | |
| CENTER CHURCH CAMP ASTO WAMAH | ||||||
| 42W RT 87 | COLUMBIA | CT | 06237 | GENERAL USE GRANT | $2,000 | |
| CONNECTICUT COMMUNITY CARE INC | ||||||
| 43 ENTERPRISE DRIVE | BRISTOL | CT | 06101 | GENERAL USE GRANT | $750 | |
| CONNECTICUT WOMEN'S HALL OF FAME | ||||||
| 320 FITCH STREET | NEW HAVEN | CT | 065151355 | GENERAL USE GRANT | $1,000 | |
| BOY SCOUTS OF AMERICA CRC | ||||||
| 60 DARLIN ST PO BOX | EAST HARTFORD | CT | 061072105 | GENERAL USE GRANT | $40,000 | |
| EAST COAST GREENWAY CONNECTICUT COMM | ||||||
| 525 GARDNER STREET | MANCHESTER | CT | 06040 | GENERAL USE GRANT | $4,450 | |
| EAST HARTFORD SCHOOL BUSINESS PARTNERSHIP | ||||||
| 734 TOLLAND STREET | EAST HARTFORD | CT | 06108 | GENERAL USE GRANT | $2,500 | |
| CAMP CARE INC | ||||||
| 106 ROUTE 66 | COLUMBIA | CT | 06266 | GENERAL USE GRANT | $5,000 | |
| CATHOLIC CHARITIES | ||||||
| 331 MAIN STREET | NORWICH | CT | 06360 | GENERAL USE GRANT | $5,000 | |
| EDUCATION RESOURCES FOR CHILDREN INC | ||||||
| 50 POST OFFICE RD | ENFIELD | CT | 06082 | GENERAL USE GRANT | $1,000 | |
| CENTRAL CONNECTICUT STATE UNIVERSITY | ||||||
| 1615 STANLEY ST | NEW BRITAIN | CT | 060504010 | SCHOLARSHIPS | $18,500 | |
| CHILDREN'S LAW CENTER | ||||||
| 30 ARBOR STREET NORTH | HARTFORD | CT | 061191437 | GENERAL USE GRANT | $18,000 | |
| COMMUNITY CHILD GUIDANCE CLINIC | ||||||
| 317 NORTH MAIN STREET | MANCHESTER | CT | 06042 | GENERAL USE GRANT | $25,000 | |
| CONCORACONNECTICUT CHORAL ARTISTS INC | ||||||
| 233 PEAR STREET | HARTFORD | CT | 06103 | GENERAL USE GRANT | $5,000 | |
| CONNECTICUT COLLEGE | ||||||
| 270 MOHEGAN AVENUE | NEW LONDON | CT | 06320 | SCHOLARSHIPS | $2,000 | |
| CONNECTICUT AUDUBON SOCIETY | ||||||
| 1316 MAIN STREET | GLASTONBURY | CT | 06106 | GENERAL USE GRANT | $53,764 | |
| CONNECTICUT COUNCIL FOR PHILANTHROPY | ||||||
| 221 MAIN STREET | HARTFORD | CT | 06106 | GENERAL USE GRANT | $3,900 | |
| CONNECTICUT FARMLAND TRUST | ||||||
| 77 BUCKINGHAM STREET | HARTFORD | CT | 06238 | GENERAL USE GRANT | $4,000 | |
| CONNECTICUT LANDMARKS | ||||||
| 2299 SOUTH STREET | COVENTRY | CT | 06103 | GENERAL USE GRANT | $50,000 | |
| CONNECTICUT PUBLIC BROADCASTING NETWORK | ||||||
| 1049 ASYLUM AVE | HARTFORD | CT | 06103 | GENERAL USE GRANT | $5,000 | |
| CONNECTICUT RADIO INFORMATION SYSTEMS | ||||||
| 515 NORTH EAGLEVILLE ROAD | STORRS | CT | 06268 | GENERAL USE GRANT | $500 | |
| CONNECTICUT SCIENCE CENTER | ||||||
| 250 COLUMBUS BLVD | HARTFORD | CT | 06106 | GENERAL USE GRANT | $103,000 | |
| CONNECTICUT STORYTELLING CENTER | ||||||
| 270 MOHEGAN AVENUE | NEW LONDON | CT | 06320 | GENERAL USE GRANT | $5,000 | |
| CONNECTICUT YOUTH LEADERSHIP PROJECT INC | ||||||
| 202 HIGHWOOD DRIVE | SOUTH GLASTONBURY | CT | 060661436 | GENERAL USE GRANT | $2,000 | |
| CORNERSTONE SOUP KITCHEN | ||||||
| PO BOX 2036 | ROCKVILLE | CT | 06002 | GENERAL USE GRANT | $3,500 | |
| COVENANT SOUP KITCHEN | ||||||
| 220 VALLEY STREET | WILLIMANTIC | CT | 06226 | GENERAL USE GRANT | $5,000 | |
| COVENANT TO CARE FOR CHILDREN | ||||||
| 120 MOUNTAIN AVENUE | BLOOMFIELD | CT | 06238 | GENERAL USE GRANT | $3,000 | |
| DANCES WITH WOOD INC | ||||||
| 80 OLDE ORCHARD ROAD | CLINTON | CT | 06413 | GENERAL USE GRANT | $3,000 | |
| DOWNTOWN MANCHESTER SPECIAL SERVDISTRICT | ||||||
| 983 MAIN STREET SUITE 10 | MANCHESTER | CT | 06108 | GENERAL USE GRANT | $1,000 | |
| EAST HARTFORD CHILDPLAN INC | ||||||
| 50 CHAPMAN PLACE | EAST HARTFORD | CT | 06095 | GENERAL USE GRANT | $5,292 | |
| GLASTONBURY BOARD OF EDUCATION | ||||||
| 628 HEBRON AVE | GLASTONBURY | CT | 06033 | GENERAL USE GRANT | $5,000 | |
| HARTFORD SYMPHONY ORCHESTRA | ||||||
| 100 PEARL STREET 2ND FLOOR EAST | HARTFORD | CT | 06106 | GENERAL USE GRANT | $12,000 | TOWER |
| EASTERN CONNECTICUT STATE UNIVERSITY | ||||||
| 83 WINDHAM STREET | WILLIMANTIC | CT | 06040 | SCHOLARSHIPS | $19,100 | |
| EASTERN CONNECTICUT STATE UNIVERSITY | ||||||
| 83 WINDHAM STREET | WILLIMANTIC | CT | 06040 | GENERAL USE GRANT | $50,000 | |
| EASTERN CT STATE UNIVERSITY FOUNDATION | ||||||
| 83 WINDHAM STREET | WILLIMANTIC | CT | 06040 | SCHOLARSHIPS | $13,186 | |
| ECHN COMMUNITY HEALTHCARE FOUNDATION INC | ||||||
| 71 HAYNES STREET | MANCHESTER | CT | 060830544 | GENERAL USE GRANT | $5,000 | |
| FAIRFIELD UNIVERSITY | ||||||
| 1073 N BENSON RD | FAIRFIELD | CT | 064305195 | SCHOLARSHIPS | $1,000 | |
| FIDELCO GUIDE DOG FOUNDATION | ||||||
| 103 OLD IRON ORE ROAD | BLOOMFIELD | CT | 06002 | GENERAL USE GRANT | $500 | |
| FOODSHARE | ||||||
| 450 WOODLAND AVE | BLOOMFIELD | CT | 06226 | GENERAL USE GRANT | $11,500 | |
| MANCHESTER COMMUNITY COLLEGE | ||||||
| GREAT PATH - PO BOX 1046 | MANCHESTER | CT | 06040 | GENERAL USE GRANT | $1,000 | |
| GENERATIONS FAMILY HEALTH CENTER INC | ||||||
| 1315 MAIN STREET | WILLIMANTIC | CT | 06033 | GENERAL USE GRANT | $43,750 | |
| GIRL SCOUTS OF CT | ||||||
| 340 WASHINGTON STREET | HARTFORD | CT | 06106 | GENERAL USE GRANT | $43,189 | |
| GLASTONBURY COUNCIL OF PTO | ||||||
| 305 MAY ROAD | EAST HARTFORD | CT | 06118 | GENERAL USE GRANT | $500 | |
| GOODSPEED MUSICALS | ||||||
| 6 MAIN STREET PO BOX A | EAST HADDAM | CT | 06117 | GENERAL USE GRANT | $30,000 | |
| HANDS ON HARTFORD | ||||||
| 330 MAIN STREET 3RD FLOOR | HARTFORD | CT | 06106 | GENERAL USE GRANT | $5,000 | |
| HARTFORD ART SCHOOL | ||||||
| 200 BLOOMFIELD AVE | WEST HARTFORD | CT | 06103 | GENERAL USE GRANT | $17,488 | |
| HARTFORD CONSORTIUM FOR HIGHER EDUCATION | ||||||
| 95 MAIN STREET SUITE 314 | HARTFORD | CT | 06103 | GENERAL USE GRANT | $5,000 | |
| HARTFORD GAY & LESBIAN HEALTH COLLECTIVE | ||||||
| 1841 BROAD STREET | HARTFORD | CT | 06114 | GENERAL USE GRANT | $5,000 | |
| NUTMEG BIG BROTHERS BIG SISTERS | ||||||
| 30 LAUREL STREET SUITE 3 | HARTFORD | CT | 06106 | GENERAL USE GRANT | $3,000 | |
| HARTFORD JEWISH FEDERATION | ||||||
| 335 BLOOMFIELD AVE SUITE C | WEST HARTFORD | CT | 06117 | GENERAL USE GRANT | $10,000 | |
| HARTFORD STAGE COMPANY | ||||||
| 50 CHURCH STREET | HARTFORD | CT | 061031629 | GENERAL USE GRANT | $69,439 | |
| HARTFORD'S CAMP COURANT | ||||||
| 285 BROAD STREET | HARTFORD | CT | 06032 | GENERAL USE GRANT | $15,000 | |
| HILL-STEAD MUSEUM | ||||||
| 35 MOUNTAIN RD | FARMINGTON | CT | 06002 | GENERAL USE GRANT | $27,500 | |
| HOCKANUM VALLEY COMMUNITY COUNCIL INC | ||||||
| 155 WEST MAIN STREET | VERNON | CT | 06226 | GENERAL USE GRANT | $39,700 | |
| HOLY FAMILY SHELTER | ||||||
| PO BOX 884 | WILLIMANTIC | CT | 06002 | GENERAL USE GRANT | $5,000 | |
| HORIZON'S INC | ||||||
| 127 BABCOCK HILL RD | SOUTH WINDHAM | CT | 06266 | GENERAL USE GRANT | $74,264 | |
| INTERVAL HOUSE | ||||||
| PO BOX 340207 | HARTFORD | CT | 06117 | GENERAL USE GRANT | $5,000 | |
| OPERA NEW ENGLAND OF NE CT INC | ||||||
| PO BOX 75 | POMFRET | CT | 06258 | GENERAL USE GRANT | $2,000 | |
| JUNIOR ACHIEVEMENT OF SOUTHWEST NEW ENGLAND INC | ||||||
| 11 ASYLUM STREET SUITE 601 | HARTFORD | CT | 06103 | GENERAL USE GRANT | $9,518 | |
| KIDSAFE CT | ||||||
| 19 ELM ST | ROCKVILLE | CT | 06066 | GENERAL USE GRANT | $15,000 | |
| LAWYERS FOR CHILDREN AMERICA | ||||||
| 151 FARMINGTON AVE | HARTFORD | CT | 06040 | GENERAL USE GRANT | $2,500 | |
| MALTA HOUSE OF CARE FOUNDATION | ||||||
| 1 STATE STREET SUITE | HARTFORD | CT | 060453084 | GENERAL USE GRANT | $20,000 | |
| MANCHESTER AREA CONFERENCE OF CHURCHES | ||||||
| 466 MAIN STREET | MANCHESTER | CT | 06045 | GENERAL USE GRANT | $30,000 | |
| MANCHESTER BOARD OF EDUCATION | ||||||
| 45 NORTH SCHOOL STREET | MANCHESTER | CT | 06040 | GENERAL USE GRANT | $2,165 | |
| MANCHESTER COMMUNITY COLLEGE | ||||||
| GREAT PATH - PO BOX 1046 | MANCHESTER | CT | 060401046 | SCHOLARSHIPS | $2,000 | |
| MANCHESTER COMMUNITY COLLEGE FOUNDATION | ||||||
| GREAT PATHS MS 6 PO | MANCHESTER | CT | 06042 | GENERAL USE GRANT | $50,000 | |
| MANCHESTER REGIONAL POLICEFIRE PIPEBAND | ||||||
| 71 LINDWOOD DRIVE | EAST HARTFORD | CT | 06108 | GENERAL USE GRANT | $4,000 | |
| MANCHESTER RING OF CHAMPIONS SOCIETY | ||||||
| 52 MAIN STREET | MANCHESTER | CT | 06042 | GENERAL USE GRANT | $500 | |
| MANCHESTER ROAD RACE | ||||||
| 41 CENTER STREET | MANCHESTER | CT | 06040 | GENERAL USE GRANT | $1,000 | |
| MANCHESTER SYMPHONY ORCHESTRA AND CHORALE | ||||||
| PO BOX 861 | MANCHESTER | CT | 06040 | GENERAL USE GRANT | $5,000 | |
| MARC INC OF MANCHESTER | ||||||
| 376R WEST MIDDLE TPKE | MANCHESTER | CT | 060451373 | GENERAL USE GRANT | $25,000 | |
| MAYOR'S PROGRAM FOR MANCHESTER CHILDREN | ||||||
| PO BOX 1373 | MANCHESTER | CT | 06045 | GENERAL USE GRANT | $12,500 | |
| MERCY HOUSING AND SHELTER CORPORATION | ||||||
| 211 WETHERSFIELD AVE | HARTFORD | CT | 06033 | GENERAL USE GRANT | $5,000 | |
| MY SISTERS' PLACE | ||||||
| 102 PLINY STREET | HARTFORD | CT | 06120 | GENERAL USE GRANT | $32,500 | |
| NATIONAL CONFERENCE FOR COMM & JUSTICE | ||||||
| 1095 DAY HILL ROAD SUITE 100 | WINDSOR | CT | 06095 | GENERAL USE GRANT | $2,000 | |
| NEW BRITAIN MUSEUM OF AMERICAN ART | ||||||
| 56 LEXINGTON STREET | NEW BRITAIN | CT | 06050 | GENERAL USE GRANT | $15,000 | |
| NEW ENGLAND AIR MUSEUM | ||||||
| 36 PERIMETER RD | WINDSOR LOCKS | CT | 06096 | GENERAL USE GRANT | $25,000 | |
| NUTMEG STATE GAMES | ||||||
| 290 ROBERTS STREET | EAST HARTFORD | CT | 06108 | GENERAL USE GRANT | $2,500 | |
| OPEN HEARTH ASSOCIATION | ||||||
| PO BOX 1077 | HARTFORD | CT | 06226 | GENERAL USE GRANT | $30,000 | |
| PATHFINDERS ASSOC OF MANCHESTER INC | ||||||
| 102 NORMAN STREET | MANCHESTER | CT | 06040 | GENERAL USE GRANT | $64,000 | |
| QUINEBAUG VALLEY COMMUNITY COLLEGE | ||||||
| 729 MAIN STREET | WILLIMANTIC | CT | 06226 | SCHOLARSHIPS | $1,500 | |
| QUINNIPIAC UNIVERSITY | ||||||
| 27 MOUNT CARMEL AVENUE | HAMDEN | CT | 065181908 | SCHOLARSHIPS | $6,500 | |
| READ TO GROW INC | ||||||
| 53 SCHOOL GROUND RD | BRANFORD | CT | 06450 | GENERAL USE GRANT | $9,000 | |
| REBUILDING TOGETHER - MANCHESTER | ||||||
| 41 CENTER STREET PO BOX | MANCHESTER | CT | 06040 | GENERAL USE GRANT | $50,000 | |
| RIVERFRONT RECAPTURE INC | ||||||
| 50 COLUMBUS BLVD | HARTFORD | CT | 06106 | GENERAL USE GRANT | $5,000 | |
| SACRED HEART UNIVERSITY | ||||||
| 5151 PARK AVE | FAIRFIELD | CT | 064321000 | SCHOLARSHIPS | $2,500 | |
| SALVATION ARMY | ||||||
| 855 ASYLUM AVE | HARTFORD | CT | 06066 | GENERAL USE GRANT | $4,000 | |
| SAXTON B LITTLE FREE LIBRARY INC | ||||||
| 319 CONNECTICUT 87 | COLUMBIA | CT | 06237 | GENERAL USE GRANT | $5,000 | |
| SEA RESEARCH FOUNDATION | ||||||
| 55 COOGAN BLVD | MYSTIC | CT | 06355 | GENERAL USE GRANT | $20,450 | |
| SOUTH WINDSOR CULTURAL ARTS | ||||||
| PO BOX 401 | SOUTH WINDSOR | CT | 06074 | GENERAL USE GRANT | $500 | |
| SOUTH WINDSOR HISTORICAL SOCIETY | ||||||
| PO BOX 216 | SOUTH WINDSOR | CT | 06074 | GENERAL USE GRANT | $500 | |
| SOUTHERN CONNECTICUT STATE UNIVERSITY | ||||||
| 501 CRESCENT ST | NEW HAVEN | CT | 065151355 | SCHOLARSHIPS | $4,900 | |
| TEAM PARAGON ROBOTICS INC | ||||||
| PO BOX 356 | WINDSOR | CT | 06095 | GENERAL USE GRANT | $500 | |
| ST FRANCIS HOSPITAL & MEDICAL CENTER | ||||||
| 114 WOODLAND STREET | HARTFORD | CT | 06105 | GENERAL USE GRANT | $45,000 | |
| THE BRIDGE FAMILY CENTER INC | ||||||
| 1022 FARMINGTON AVENUE | WEST HARTFORD | CT | 060451268 | GENERAL USE GRANT | $3,000 | |
| THE CHILDREN'S MUSEUM | ||||||
| 950 TROUT BROOK DR | WEST HARTFORD | CT | 06095 | GENERAL USE GRANT | $20,000 | |
| THE DISCOVERY CENTER INC | ||||||
| 790 FARMINGTON AVE | FARMINGTON | CT | 06030 | GENERAL USE GRANT | $27,030 | |
| UCONN DIVISION OF ATHLETICS | ||||||
| 2390 ALUMNI DRIVE UNIT 3206 | STORRS | CT | 06269 | GENERAL USE GRANT | $125,000 | |
| TOWN OF MANCHESTER | ||||||
| 41 CENTER STREET | MANCHESTER | CT | 06040 | GENERAL USE GRANT | $10,000 | |
| TOWN OF MANSFIELD | ||||||
| 41 CENTER STREET | STORRSMANSFIELD | CT | 06268 | GENERAL USE GRANT | $500 | |
| TOWN OF SOUTH WINDSOR | ||||||
| 1540 SULLIVAN AVE | SOUTH WINDSOR | CT | 06074 | GENERAL USE GRANT | $1,500 | |
| TOWN OF VERNON | ||||||
| 14 PARK PLACE | VERNON ROCKVILLE | CT | 06066 | GENERAL USE GRANT | $800 | |
| WINDHAM HOSPITAL FOUNDATION | ||||||
| 112 MANSFIELD AVE | WILLIMANTIC | CT | 06226 | GENERAL USE GRANT | $28,731 | |
| UNIVERSITY OF CONNECTICUT | ||||||
| 2131 HILLSIDE RD - UNIT 3088 | STORRS | CT | 062693088 | SCHOLARSHIPS | $71,700 | |
| UNIVERSITY OF CONNECTICUT FOUNDATION | ||||||
| 2131 HILLSIDE ROAD | STORRS | CT | 06269 | GENERAL USE GRANT | $75,000 | |
| UNIVERSITY OF CT ATHLETIC DEVELOPMENT FUND | ||||||
| 2111 HILLSIDE RD UNIT 3078 | STORRS | CT | 06269 | GENERAL USE GRANT | $50,000 | |
| UNIVERSITY OF HARTFORD | ||||||
| 200 BLOOMFIELD AVE | WEST HARTFORD | CT | 061171599 | SCHOLARSHIPS | $9,250 | |
| UNIVERSITY OF HARTFORD | ||||||
| 200 BLOOMFIELD AVE | WEST HARTFORD | CT | 061171599 | GENERAL USE GRANT | $2,000 | |
| UNIVERSITY OF NEW HAVEN | ||||||
| 300 BOSTON POST ROAD | WEST HAVEN | CT | 06516 | SCHOLARSHIPS | $6,500 | |
| UNIVERSITY OF SAINT JOSEPH | ||||||
| 1678 ASYLUM AVENUE | WEST HARTFORD | CT | 06117 | SCHOLARSHIPS | $17,750 | |
| VERNON BOARD OF EDUCATION | ||||||
| 30 PARK STREET | VERNON ROCKVILLE | CT | 06066 | GENERAL USE GRANT | $500 | |
| VILLAGE FOR FAMILIES AND CHILDREN | ||||||
| 1680 ALBANY AVENUE | HARTFORD | CT | 06105 | GENERAL USE GRANT | $5,000 | |
| VISITING NURSE & HEALTH SVC OF CT | ||||||
| 8 KEYNOTE DRIVE | VERNON | CT | 06066 | GENERAL USE GRANT | $87,050 | |
| YWCA HARTFORD REGION | ||||||
| 160 JEWEL STREET | HARTFORD | CT | 06103 | GENERAL USE GRANT | $2,000 | |
| WESLEYAN UNIVERSITY | ||||||
| 70 WYLLYS AVENUE | MIDDLETOWN | CT | 06459 | SCHOLARSHIPS | $4,000 | |
| WESTERN CONNECTICUT STATE UNIVERSITY | ||||||
| 181 WHITE STREET | DANBURY | CT | 06810 | SCHOLARSHIPS | $2,500 | |
| WINDHAM AREA INTERFAITH MINISTRY | ||||||
| 866 MAIN STREET | WILLIMANTIC | CT | 06226 | GENERAL USE GRANT | $5,000 | |
| WINDHAM NO FREEZE HOSPITALITY CENTER | ||||||
| PO BOX 46 | WILLIMANTIC | CT | 06226 | GENERAL USE GRANT | $5,000 | |
| WINDHAM REGIONAL ARTS COUNCIL | ||||||
| PO BOX 847 | WILLIMANTIC | CT | 06226 | GENERAL USE GRANT | $1,771 | |
| WINDHAM REGIONAL COMMUNITY COUNCIL | ||||||
| 872 MAIN STREET | WILLIMANTIC | CT | 06226 | GENERAL USE GRANT | $4,256 | |
| WOOD MEMORIAL LIBRARY | ||||||
| 783 MAIN STREET | SOUTH WINDSOR | CT | 06074 | GENERAL USE GRANT | $5,000 | |
| YALE UNIVERSITY | ||||||
| 246 CHURCH STREET | NEW HAVEN | CT | 06520 | SCHOLARSHIPS | $14,000 | |
| YMCA OF GREATER HARTFORD | ||||||
| 160 JEWELL STREET | HARTFORD | CT | 06103 | GENERAL USE GRANT | $100,000 | |
| ASNUNTUCK COMMUNITY COLLEGE | ||||||
| 170 ELM STREET | ENFIELD | CT | 06082 | SCHOLARSHIPS | $500 | |
| THREE RIVERS COMMUNITY COLLEGE | ||||||
| 574 NEW LONDON TNPK | NORWICH | CT | 06360 | SCHOLARSHIPS | $2,000 | |
| TRINITY COLLEGE | ||||||
| 300 SUMMIT STREET | HARTFORD | CT | 06106 | SCHOLARSHIPS | $1,200 | |
| HARC | ||||||
| 900 ASYLUM AVE | HARTFORD | CT | 06105 | GENERAL USE GRANT | $2,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,109,543 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| COMMUNITY CHILD GUIDANCE CLINIC | |||||
| 317 NORTH MAIN STREET | MANCHESTER | CT | 06042 | GENERAL USE GRANT | $50,000 |
| CONNECTICUT LANDMARKS | |||||
| 2299 SOUTH STREET | COVENTRY | CT | 06103 | GENERAL USE GRANT | $40,000 |
| HORIZON'S INC | |||||
| PO BOX 323 | SOUTH WINDHAM | CT | 06266 | GENERAL USE GRANT | $60,000 |
| MANCHESTER COMMUNITY COLLEGE | |||||
| GREAT PATH - PO BOX 1046 | MANCHESTER | CT | 06040 | GENERAL USE GRANT | $300,000 |
| MARC INC | |||||
| 151 SHELDON RD | MANCHESTER | CT | 06042 | GENERAL USE GRANT | $75,000 |
| SAINT FRANCIS HOSPITAL | |||||
| 114 WOODLAND STREET | HARTFORD | CT | 061051299 | GENERAL USE GRANT | $60,000 |
| UCAF HUSKY REACH | |||||
| 2111 HILLSIDE RD UNIT 3078 | STORRS | CT | 06269 | GENERAL USE GRANT | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $635,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $751,183 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $627,846 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,379,029 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,379,029 | 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 | $8,675 | Amt |
| Net Investment Income | $3,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,675 | 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 | $34,980 | 0.000000000000 | $0 | $0 |
| OFFICE EQUIPMENT | 2004-04-01 | $18,777 | $13,137 | 0.000000000000 | $0 | $0 |
| FURNITURE AND FIXTURES | 2004-04-01 | $16,232 | $11,203 | 0.000000000000 | $0 | $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 | $5,483,664 | $5,483,664 |
| EQUITY FUNDS | FMV | $20,231,366 | $20,231,366 |
| OTHER INVESTMENTS | FMV | $11,137,348 | $11,137,348 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| BUILDINGS | $158,400 | $34,980 | $123,420 |
| FURNITURE & FIXTURES | $16,232 | $11,203 | $5,029 |
| MACHINERY & OTHER EQUIPMENT | $18,777 | $13,137 | $5,640 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $6,678 | $0 | $6,678 |
| OFFICE EXPENSE | $15,174 | $0 | $15,174 |
| INVESTMENT FEES | $141,131 | $141,131 | $0 |
| MISCELLANEOUS | $5,409 | $0 | $5,409 |
| EDUCATION | $409 | $0 | $409 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAINS ON INVESTMENTS | Description |
| Amount | $3,361,365 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROFESSSIONAL FEES | $9,739 | $0 | $9,739 |
| OTHER CONSULTING | $0 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $12,305 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments