NEWTOWN SAVINGS BANK FOUNDATION INC: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- NEWTOWN SAVINGS BANK FOUNDATION INC (EIN 06-1514980)
- Tax period
- 2010-10-01 to 2011-09-30
- Filed
- 2012-08-13
- IRS object ID
- 201212269349100336
- Schema version
- 2010v3.4
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-08-13T15:48:39-05:00 | Timestamp |
| Tax Period End Date | 2011-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGLADREY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2010-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061514980 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEWTOWN SAVINGS BANK FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | NEWT | NameControl |
| Phone | 2034264440 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN TRENTACOSTA | Name |
| Title | OFFICER | Title |
| Phone | 2034264440 | Phone |
| Date Signed | 2012-07-23 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2037731909 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 923182 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 83229 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 33957 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 33957 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -5202 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 126253 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 17 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 17 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 112001 | TotalRevenueAndExpenses |
| Total Net Investment Income | 33974 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 1000 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1000 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 10327 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 10327 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 574 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 574 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 100 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 12001 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 11901 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 45500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 45500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 57501 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 11901 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 45500 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 54500 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 22073 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 7951 | CashBOY |
| Cash EOY | 15824 | CashEOY |
| Cash EOYFMV | 15824 | CashEOYFMV |
| Investments Corp Stock BOY | 557576 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 447695 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 447695 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 323514 | InvestmentsOtherBOY |
| Investments Other EOY | 459663 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 459663 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 889041 | TotalAssetsBOY |
| Total Assets EOY | 923182 | TotalAssetsEOY |
| Total Assets EOYFMV | 923182 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 889041 | CapitalStockBOY |
| Capital Stock EOY | 923182 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 0 | RetainedEarningsBOY |
| Retained Earnings EOY | 0 | RetainedEarningsEOY |
| Total Net Assets BOY | 889041 | TotalNetAssetsBOY |
| Total Net Assets EOY | 923182 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 889041 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 923182 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 889041 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 54500 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 943541 | Subtotal |
| Other Decreases | 20359 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 923182 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (16 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| ADOBE SYSTEMS, INC. | P | 5612 | 5674 | -62 | -62 |
| AFLAC, INC. | P | 3134 | 4388 | -1254 | -1254 |
| ANHEUSER BUSCH COS INC | P | 27512 | 24350 | 3162 | 3162 |
| ARCELOR MITTAL STEEL | P | 9358 | 9492 | -134 | -134 |
| BIOMED REALTY TRUST, INC. | P | 3548 | 3763 | -215 | -215 |
| CISCO SYSTEMS INC | P | 3944 | 4666 | -722 | -722 |
| GENERAL ELECTRIC CAP CORP | P | 20585 | 19291 | 1294 | 1294 |
| I SHARES S&P 600 GROWTH | P | 3239 | 2923 | 316 | 316 |
| NESTLE SA-SPONSORED ADR | P | 2877 | 1712 | 1165 | 1165 |
| NYSE GROUP INC. | P | 8942 | 17779 | -8837 | -8837 |
| PETRO BRAS ADR | P | 13630 | 14605 | -975 | -975 |
| PIONEER HIGH INCOME TRUST | P | 7345 | 8996 | -1651 | -1651 |
| UNILEVER NV NEW YORK S | P | 12474 | 12496 | -22 | -22 |
| VISA INC CLASS A | P | 2679 | 1320 | 1359 | 1359 |
| SINGAPORE FUND | P | 1256 | 1256 | 1256 | |
| ENTERPRISE PRODUCT PARTNERS | P | 118 | 118 | 118 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -5202 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 57311 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 845896 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.067752 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 50023 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 716500 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.069816 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 40750 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 916723 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.044452 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 32750 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 860395 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.038064 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 36025 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 684430 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.052635 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.272719 | TotalDistributionRatio |
| Average Distribution Ratio | 0.054544 | AverageDistributionRatio |
| Net Noncharitable Assets | 964174 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 52590 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 221 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 52811 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 45500 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 441 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 441 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 441 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 881 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 881 | TotalCreditsAndPayments |
| Overpayment | 440 | Overpayment |
| Amount Credited To Next Year | 440 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | CT | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN TRENTACOSTA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 2034264440 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (11 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| JAMES C DRISCOLL III | ||||||||
| 15 DITTMAR ROAD | BETHEL | CT | 06801 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| JOHN F TRENTACOSTA | ||||||||
| 39 MAIN STREET | NEWTOWN | CT | 06470 | PRESIDENT & CEO | 0.00 | 0 | 0 | 0 |
| ALAN C CLAVETTE | ||||||||
| 3 FOX HOLLOW LANE | SANDY HOOK | CT | 06482 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| JOHN S MADZULA | ||||||||
| 20 THE BOULEVARD | NEWTOWN | CT | 06470 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| JOHN J MARTOCCI | ||||||||
| 39 MAIN STREET | NEWTOWN | CT | 06470 | CHAIRMAN | 0.00 | 0 | 0 | 0 |
| BRIAN C WHITE | ||||||||
| 60 CASTLE MEADOW ROAD | NEWTOWN | CT | 06470 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| CAROL L MAHONEY | ||||||||
| 20 DIAMOND DRIVE | NEWTOWN | CT | 06470 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| K MICHAEL SNYDER | ||||||||
| 8 MEGANS CIRCLE | NEWTOWN | CT | 06470 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| JAMES T MORLEY JR | ||||||||
| 54 HUNTINGTON ROAD | NEWTOWN | CT | 06470 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| DUANE GIANNINI | ||||||||
| 6 SAW MILL RIDGE ROAD | NEWTOWN | CT | 06470 | SENIOR VICE PRESIDENT | 0.00 | 0 | 0 | 0 |
| TANYA WULFF TRAUX | ||||||||
| 44 JOSIES RING ROAD | MONROE | CT | 06468 | SECRETARY | 0.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 974747 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 4110 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 978857 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 978857 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 14683 | CashDeemedCharitable |
| Net Noncharitable Assets | 964174 | NetNoncharitableAssets |
| Minimum Investment Return | 48209 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 48209 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 441 | TaxBasedOnInvestmentIncome |
| Total Tax | 441 | TotalTax |
| Distributable Amount Before Adj | 47768 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 47768 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 47768 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 45500 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 45500 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 45500 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 47768 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 2114 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year2 | 14652 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 15394 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 32160 | TotalExcessDistriCarryover |
| Qualifying Distributions | 45500 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 45500 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 2268 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 2268 | ExcessDistriCyovAppliedCY |
| Total Corpus | 29892 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 29892 | ExcessDistriCyovToNextYear |
| Excess From Year2 | 14498 | ExcessFromYear2 |
| Excess From Year1 | 15394 | ExcessFromYear1 |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | JOHN F TRENTACOSTA | RecipientName |
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 Number | 2034264440 | RecipientPhoneNumber |
| Form And Info And Materials | APLLICATIONS SHOULD BE MADE IN WRITING | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | GRANTS ARE LIMITED TO APPLICANTS IN THE NEWTOWN AND SURROUNDING AREA AND COMMUNITIES WITH NEWTOWN SAVINGS BANK BRANCHES. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (25 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|
| BETHEL PUBLIC LIBRARY CAMPAIGN | |||||
| 189 GREENWOOD AVENUE | BETHEL | CT | 06801 | GENERAL PURPOSE | $5,000 |
| 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 |
| SPOONER HOUSE AND VALLEY FOOD BANK | |||||
| 30 TODD ROAD | SHELTON | CT | 06484 | GENERAL PURPOSE | $1,000 |
| 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 | $1,000 |
| TRUMBULL HIGH SCHOOL | |||||
| 72 STROBEL ROAD | TRUMBULL | CT | 06611 | SCHOLARSHIP PROGRAM | $2,000 |
| VALLEY UNITED WAY | |||||
| 3 CORPORATE DRIVE SUITE 501 | SHELTON | CT | 06484 | GENERAL PURPOSE | $1,000 |
| WOODBURY SCHOLARSHIP FUND | |||||
| 34 JUDSON AVENUE | WOODBURY | CT | 06798 | SCHOLARSHIP PROGRAM | $3,000 |
| BETHEL SOCIAL SERVICES | |||||
| 1 SCHOOL STREET | BETHEL | CT | 06801 | GENERAL PURPOSE | $1,000 |
| BROOKFIELD HIGH SCHOOL | |||||
| 45 LONGMEADOW HILL ROAD | BROOKFIELD | CT | 06804 | SCHOLARSHIP PROGRAM | $2,000 |
| BROOKFIELD SOCIAL SERVICES | |||||
| PO BOX 5106 | BROOKFIELD | CT | 06804 | GENERAL PURPOSE | $1,000 |
| COMMUNITY SERVICES COUNCIL OF WOODBURY | |||||
| PO BOX 585 | WOODBURY | CT | 06798 | GENERAL PURPOSE | $1,000 |
| DANBURY SUNRISE ROTARY FOUNDATION | |||||
| 38 EDMONDS ROAD | SHERMAN | CT | 06784 | GENERAL PURPOSE | $1,500 |
| DOROTHY DAY HOSPITALITY HOUSE | |||||
| PO BOX 922 | DANBURY | CT | 06813 | GENERAL PURPOSE | $1,000 |
| HOUSATONIC HABITAT FOR HUMANITY | |||||
| 51 SUGAR HOLLOW ROAD | DANBURY | CT | 06810 | GENERAL PURPOSE | $1,000 |
| MONEY MANAGEMENT INTERNATIONAL | |||||
| 8 WINTER STREET SUITE 700 | BOSTON | MA | 02108 | GENERAL PURPOSE | $1,000 |
| MONROE SOCIAL SERVICES | |||||
| 7 FAN HILL ROAD | MONROE | CT | 06468 | GENERAL PURPOSE | $1,000 |
| NEWTOWN SOCIAL SERVICES | |||||
| 3 MAIN STREET | NEWTOWN | CT | 06470 | GENERAL PURPOSE | $1,000 |
| SHELTON SCHOLARSHIP | |||||
| 120 MEADOW STREET | SHELTON | CT | 06484 | SCHOLARSHIP PROGRAM | $2,000 |
| SOUTHBURY SOCIAL SERVICES | |||||
| 561 MAIN STREET SOUTH | SOUTHBURY | CT | 06488 | GENERAL PURPOSE | $1,000 |
| TRUMBULL DEPARTMENT OF SOCIAL SERVICES | |||||
| 23 PRISCILLA PLACE | TRUMBULL | CT | 06611 | GENERAL PURPOSE | $1,000 |
| UNITED WAY OF WESTERN CT | |||||
| 85 WEST STREET | DANBURY | CT | 06810 | GENERAL PURPOSE | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 45500 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $33,957 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$5,202 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SETTLEMENT PROCEEDS | Description |
| Exclusion Code | 01 | ExclusionCode |
| Related Or Exempt Function Income | 17 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $28,755 | ExclusionAmount |
| Related Or Exempt Function Income | 17 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 28772 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1 | LineNumber |
| Relationship Statement | NOT APPLICABLE | RelationshipStatement |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEWTOWN SAVINGS BANK | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | 83229 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | Category |
| Amount | $1,000 | Amount |
| Net Investment Income | 1000 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | STOCKS | NameOfStock |
| EOY Book Value | 447695 | EOYBookValue |
| EOYFMV | 447695 | EOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (4 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| EXCHANGE TRADED FUNDS | FMV | 85762 | 85762 |
| BONDS | FMV | 348050 | 348050 |
| MUTUAL FUNDS | FMV | 13098 | 13098 |
| INVESTMENTS IN PARTNERSHIPS | FMV | 12753 | 12753 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAIN ON INVESTMENTS | Description |
| Amount | $20,359 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| STATE FILING FEES | 50 | 0 | 0 |
| ANNUAL REPORT | 50 | 0 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SETTLEMENT PROCEEDS | Description |
| Revenue And Expenses Per Books | 17 | RevenueAndExpensesPerBooks |
| Net Investment Income | 17 | NetInvestmentIncome |
| Adjusted Net Income | 17 | AdjustedNetIncome |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | Category |
| Amount | $10,327 | Amount |
| Net Investment Income | 10327 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | Category |
| Amount | $574 | Amount |
| Net Investment Income | 574 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments