2012-03-29T18:03:01-05:00 2011-06-30 BLUM SHAPIRO & COMPANY PC 2 ENTERPRISE DRIVE SHELTON CT 064844640 990 2010-07-01 061318337 THE INNER-CITY FOUNDATION FOR CHARITY & EDUCATION INC INNE 2034161363 238 JEWETT AVENUE BRIDGEPORT CT 066062845 RICHARD T STONE 2034161363 2012-03-28 1 CHRISTOPHER A GALLO 2039442100 2010 2016-02-24 21:20:13Z RICHARD T STONE 238 JEWETT AVENUE BRIDGEPORT CT 066062845 2578662 0 X WWW.INNERCITYFOUNDATION.ORG X 1991 CT TO PROVIDE FINANCIAL SUPPORT TO AGENCIES AND INSTITUTIONS WHOSE PROGRAMS SERVE AT-RISK CHILDREN AND FAMILIES IN FAIRFIELD COUNTY. 28 21 1 50 0 0 1176769 1124342 0 0 97210 181426 70249 -181339 1344228 1124429 798500 924000 0 0 153490 146448 0 0 83511 88881 80286 1040871 1150734 303357 -26305 6773018 7440862 512167 703672 6260851 6737190 TO PROVIDE FINANCIAL SUPPORT TO AGENCIES AND INSTITUTIONS WHOSE PROGRAMS SERVE AT-RISK CHILDREN AND FAMILIES IN FAIRFIELD COUNTY. 0 0 1021154 924000 ENHANCE AND STRENGTHEN EDUCATIONAL OPPORTUNITES AND INSTITUTIONS IN FAIRFIELD COUNTY, CONNECTICUT. PROVIDE SUPPORT AND COMMUNITY RESOURCES IN RESPONDING TO CHARITABLE OBJECTIVES. SUPPORTS AGENCIES WHOSE PROGRAMS SERVE THE NEEDS OF EDUCATIONALLY AND CULTURALLY DISADVANTED CHILDREN, ADULTS AND SENIOR CITIZENS LIVING IN FAIRFIELD COUNTY. 1021154 1 1 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 1 1 1 1 0 0 0 0 1 0 0 0 0 1 0 0 1 1 0 0 0 0 0 1 1 0 0 0 0 X 28 21 1 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CT X RICHARD T STONE 2034161363 238 JEWETT AVENUE BRIDGEPORT CT 066062845 MOST REV WILLIAM E LORI 1.00 X X 0 0 13880 REV MSGR THOMAS J DRISCOLL 1.00 X X 0 28580 23490 WILLIAM E MITCHELL 1.00 X X 0 0 0 REV MSGR WILLIAM J SCHEYD 1.00 X X 0 32898 20077 WILLIAM H BESGEN 1.00 X X 0 0 0 DENNIS B POSTER 1.00 X X 0 0 0 JOSEPH H MILLER 1.00 X X 0 0 0 THOMAS M GRAHAM 1.00 X X 0 0 0 REV MSGR KEVIN W WALLIN 1.00 X X 0 30947 14253 TERESA M AMEEN 1.00 X 0 0 0 REV MSGR LAURENCE R BRONKIEWICZ 1.00 X 0 36095 15449 REV MSGR J PETER CULLEN 1.00 X 0 36378 15366 AUDREY DORNIER 1.00 X 0 0 0 HELEN IX FITZPATRICK 1.00 X 0 0 0 WILLIAM J FOX 1.00 X 0 0 0 SIDNEY E GOODFRIEND 1.00 X 0 0 0 JOYCE HERGENHAN 1.00 X 0 0 0 LEAH K LEBEC 1.00 X 0 0 0 CHRISTOPHER G MARTIN ESQ 1.00 X 0 0 0 RICHARD J MATTEIS 1.00 X 0 0 0 NANCY B MATTHEWS ESQ 1.00 X 0 124372 19644 LESLEY O'CONNELL 1.00 X 0 0 0 WILLIAM J PHELAN ESQ 1.00 X 0 0 0 CHERYL A RODRIGUEZ ESQ 1.00 X 0 0 0 JAMES V SCHNURR 1.00 X 0 0 0 SHERYL A SHAUGHNESSEY ESQ 1.00 X 0 0 0 JEANNE GALLAGHER TERRILE 1.00 X 0 0 0 CAROLYN S WIENER 1.00 X 0 0 0 RICHARD T STONE 50.00 X 113937 0 28267 113937 289270 150426 1 0 0 0 0 1066635 57707 1124342 94477 94477 1286343 1199394 86949 86949 86949 73500 1066635 254839 -181339 -181339 1124429 86949 0 -86862 924000 924000 119942 59971 5997 53974 5538 2769 277 2492 12530 6265 626 5639 8438 4219 422 3797 12000 12000 17441 17441 24257 12129 1213 10915 3430 2058 686 686 1175 529 59 587 4787 3112 1436 239 920 920 MISCELLANEOUS 8176 409 4497 3270 TELEPHONE 3659 2561 183 915 POSTAGE AND DELIVERY 3425 2569 171 685 PRINTING 939 563 141 235 BOOKS AND SUBSCRIPTIONS 77 77 1150734 1021154 46069 83511 200 200 2062862 2688363 26100 5800 10000 10000 13883 13371 1432 512 4672424 4735987 0 0 6773018 7440862 35167 35672 477000 648000 20000 512167 703672 X 2645757 2924688 700094 897502 2915000 2915000 6260851 6737190 6773018 7440862 X -26305 502644 X X 0 1 1 X 0 X 1567966 1485376 1120571 1176769 1124342 6475024 1567966 1485376 1120571 1176769 1124342 6475024 6475024 473979 542578 218684 126166 94477 1455884 7930908 806287 0.81640 0.80730 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5034648 399685 5434333 4640343 394305 5034648 5273980 -308636 325000 4640344 0.31490 0.53640 0.14870 0 0 13883 13371 512 512 1124429 1150734 -26305 371924 130720 502644 476339 1634273 371924 137920 509844 1124429 0 1124429 1157934 7200 7200 1150734 0 1150734 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: SCHOLARSHIPS AND GENERAL OPERATING EXPENSES. ANNUAL BENEFIT DINNER 1140135 1066635 73500 36750 218089 1140135 1066635 73500 36750 218089 254839 -181339 1 BARTLETT ARBORETUM ASSOCIATION 151 BROOKDALE ROAD STAMFORD CT 069034199 066079591 501(C)(3) 12500 GREEN INDUSTRY YOUTH WORKFORCE DEVELOPMENT PROGRAM CARDINAL SHEHAN CENTER 1494 MAIN STREET BRIDGEPORT CT 068243621 061101081 501(C)(3) 35000 2011-2012 AFTER SCHOOL, SATURDAY, AND SUMMER CAMP EDUCATION PROGRAMS CAROLINE HOUSE INC 574 STILLMAN STREET BRIDGEPORT CT 066081328 061455101 501(C)(3) 25000 2011-2012 MOTHR AND CHILD LITERACY PROGRAM CATHEDRAL EDUCATION CLUSTER (BRIDGEPORT CATHOLIC ELEMENTARY SCHOOL SYSTEM) 238 JEWETT AVENUE BRIDGEPORT CT 06606 203838995 501(C)(3) 350000 2011-2012 SCHOLARSHIP AND TUITION ASSISTANCE CATHOLIC CHARITIES OF FAIRFIELD COUNTY INC 24 GRASSY PLAIN STREET BETHEL CT 068011700 060653053 501(C)(3) 15000 MORNING GLORY BREAKFAST PROGRAM 2010-2011 CENTER FOR WOMEN AND FAMILIES OF EASTERN FAIRFIELD COUNTY 753 FAIRFIELD AVENUE BRIDGEPORT CT 06604 060646991 501(C)(3) 10000 FAMILY STREGTHENING SERVICES PROGRAM CHILD GUIDANCE CENTER OF SOUTHERN CONNECTICUT 196 GREYROCK PLACE STAMFORD CT 069012006 060712058 501(C)(3) 7500 FOSTERING HEALTHY DEVELOPMENT AND SCHOOL SUCCESS 2010-2011 CHILDCARE LEARNING CENTERS INC 64 PALMERS HILL ROAD STAMFORD CT 06902 060665191 501(C)(3) 5000 PRE-SCHOOL TUITION SUPPLEMENT FOR LOW-INCOME FAMILIES DISPUTE SETTLEMENT CENTER INC 134 OLD RIDGEFIELD ROAD WILTON CT 06897 223175868 501(C)(3) 5000 JUVENILE MEDIATION PROGRAM DOMESTIC VIOLENCE CRISIS CENTER 777 SUMMER STREET SUITE 400 STAMFORD CT 069011022 061057356 501(C)(3) 7500 THE DVCC SAFE HOUSE PROJECT'S CHILD ADVOCACY PROGRAM DOMUS 83 LOCKWOOD AVENUE STAMFORD CT 069024201 060891998 501(C)(3) 15000 PROJECT HOPE HOMES WITH HOPE 49 RICHMONDVILLE AVENUE SUITE 112 WESTPORT CT 068802053 222534326 501(C)(3) 12500 BACHARACH COMMUNITY PROGRAM DIRECTOR KIDS IN CRISIS INC 1 SALEM STREET COS COB CT 068072624 061027885 501(C)(3) 8000 2011-2012 SAFE HAVEN FOR KIDS PROGRAM KOLBE CATHEDRAL HIGH SCHOOL 33 CALHOUN PLACE BRIDGEPORT CT 06604 061560971 501(C)(3) 160000 2011-2012 SCHOLARSHIP AND TUITION ASSISTANCE MALTA HOUSE INC 5 PROWITT STREET NORWALK CT 068551203 061604710 501(C)(3) 10000 2011 MALTA HOUSE PROGRAMS MERCY LEARNING CENTER OF BRIDGEPORT INC 637 PARK AVENUE BRIDGEPORT CT 06604 222859879 501(C)(3) 30000 LITERACY AND LIFE SKILLS TUTORING PROGRAM FOR MARGINALIZED WOMEN 2010-2011 NEW COVENANT HOUSE 90 FAIRFIELD AVENUE PO BOX 10883 STAMFORD CT 069045021 060653053 501(C)(3) 20000 FOOD PROGRAM 2010-2011 NORWALK EMERGENCY SHELTER INC 4 MERRITT STREET NORWALK CT 06854 222536909 501(C)(3) 15000 FOOD AND SHLTER FOR RHE HOMELESS REGIONAL YMCA OF WESTERN CONNECTICUT 2 HUCKLEBERRY HILL ROAD BROOKFIELD CT 06804 066051610 501(C)(3) 15000 2011 CAMP GREENKNOLL SUMMER CAMP ST CATHERINE ACADEMY 760 TAHMORE DRIVE FAIRFIELD CT 068252519 060737923 501(C)(3) 64500 2010 SUMMER REMEDIAL READING PROGRAM AND 2011-2012 SCHOLARSHIP AND TUITION ASSISTANCE STERLING HOUSE COMMUNITY CENTER 2283 MAIN STREET STAMFORD CT 066155920 060665192 501(C)(3) 10000 SMART BUDDIES PEER TUTORING PROGRAM 2010-2011 THE COUNCIL OF CHURCHES OF GREATER BRIDGEPORT 1100 BOSTON AVENUE BUILDING 5A BRIDGEPORT CT 06610 060647008 501(C)(3) 10000 JANUS CENTER FOR YOUTH IN CRISIS THE MCGIVNEY COMMUNITY CENTER INC 338 STILLMAN STREET BRIDGEPORT CT 066100220 223059815 501(C)(3) 35000 2010-2011 MCGIVNEY COMMUNITY CENTER YOUTH PROGRAMMING THE NETWORK FOR TEACHING ENTREPRENEURSHIP 70 WEST RED OAK LANE WHITE PLAINS NY 10604 133408731 501(C)(3) 10000 YOUTH ENTREPRENEURSHIP EDUCATION IN FAIRFIELD COUNTY 2010-2011 THOMAS MERTON CENTER 43 MADISON AVENUE BRIDGEPORT CT 06604 060653053 501(C)(3) 15000 FOOD PROGRAM 25 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE ORGANIZATION REQUIRES WRITTEN GRANT PROPOSALS FROM APPLICANTS, WHICH INCLUDE A NARRATIVE ABOUT THE APPLICANT ORGANIZATION, DETAIL OF THE FUNDING REQUEST, INCLUDING THE APPLICANT'S PLAN FOR MEASURING THE SUCCESS OF A PARTICULAR PROGRAM, AUDITED FINANCIAL STATEMENTS, CURRENT OPERATING BUDGETS, AND A LIST OF EXISTING SOURCES OF REVENUE. GRANTEES ARE REQUIRED TO PROVIDE A REPORT TO THE FOUNDATION WITHIN THREE MONTHS AFTER THE END OF THE GRANT PERIOD. THESE REPORTS ARE REVIEWED BY THE FOUNDATION DIRECTOR. SEE SCHEDULE O 0 X 3 44625 FMV ON DATE CONTRIBUTED 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 SEE SCHEDULE L PART IV. FORM 990, PART VI, SECTION A, LINE 6 THOSE INDIVIDUALS HOLDING THE FOLLOWING TITLES WITHIN THE BRIDGEPORT ROMAN CATHOLIC DIOCESEAN CORPORATION ARE MEMBERS OF THE ORGANIZATION: BISHOP OR ADMINISTRATOR, VICAR GENERAL, CHANCELLOR. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS ELECT THE DIRECTORS OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11 THE ORGANIZATION'S FORM 990 WAS PREPARED BY BLUM SHAPIRO & COMPANY, P.C. AND PROVIDED ELECTRONICALLY TO THE BOARD OF DIRECTORS IN ADVANCE OF THE FILING DATE FOR THEIR REVIEW AND APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD AFFAIRS COMMITTEE IS RESPONSIBLE FOR THE ON-GOING REVIEW OF AND ENFORCEMENT OF COMPLIANCE WITH THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 NONE OF THE VOTING MEMBERS OF THE GOVERNING BODY RECEIVES COMPENSATION. THE VOTING MEMBERS OF THE GOVERNING BODY DETERMINE THE COMPENSATON FOR THE TOP MANAGEMENT OFFICIAL. FORM 990, PART VI, SECTION C, LINE 19 AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE. THE ORGANIZATION'S BY-LAWS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 371,924. DONATED SERVICES AND USE OF FACILITIES: 130,720. TOTAL TO FORM 990, PART XI, LINE 5: 502,644. FORM 990: PART XI, LINE 2C THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS OF THE ORGANIZATION IS RESPONSIBLE FOR THE REVIEW OF THE FINANCIAL STATEMENTS OF THE ORGANIZATION AND FOR THE APPROVAL OF THE RESULTS OF THE AUDIT CONDUCTED BY THE EXTERNAL AUDITING FIRM. FORM 990: SCHEDULE L: PART IV 1. THE INNER-CITY FOUNDATION FOR CHARITY & EDUCATION (THE FOUNDATION) WAS INCORPORATED IN 1991 BY CERTAIN INDIVIDUALS, WHO WERE THEN OFFICERS OF THE BRIDGEPORT ROMAN CATHOLIC DIOCESAN CORPORATION (THE DIOCESE), AS A NON-SECTARIAN ORGANIZATION FOR THE PURPOSE OF SUPPORTING A VARIETY OF NOT-FOR-PROFIT AGENCIES AND INSTITUTIONS WHOSE PROGRAMS SERVE THE NEEDS OF EDUCATIONALLY AND CULTURALLY DISADVANTAGED CHILDREN AND ADULTS LIVING IN FAIRFIELD COUNTY, CONNECTICUT. CERTAIN HIGHEST RANKING DIOCESE OFFICIALS, BY VIRTUE OF THEIR TITLE, ARE THE CORPORATE MEMBERS OF THE FOUNDATION, AND ARE ALSO EX-OFFICIO MEMBERS OF THE FOUNDATION BOARD IN ACCORD WITH THE FOUNDATIONS ARTICLES OF INCORPORATION AND BY-LAWS. IN SEVERAL CASES, THESE SAME INDIVIDUALS ARE CORPORATE MEMBERS AND/OR OFFICERS AND/OR MEMBERS OF THE BOARD OF DIRECTORS OF OTHER ORGANIZATIONS AFFILIATED WITH THE DIOCESE WHICH CAN AND DO RECEIVE GRANTS FROM THE FOUNDATION. CURRENTLY THERE ARE FIVE CORPORATE MEMBERS: MOST REV. WILLIAM E. LORI, REV. MSGR. J. PETER CULLEN, REV. MSGR. THOMAS J. DRISCOLL, REV. MSGR. WILLIAM J. SCHEYD, AND NANCY B. MATTHEWS. THE MOST REV. WILLIAM E. LORI IS THE ULTIMATE SUPERVISOR OF ALL OF THESE INDIVIDUALS. THE FOLLOWING GRANTS WERE AWARDED TO ORGANIZATIONS AFFILIATED WITH THE DIOCESE: CATHEDRAL EDUCATION CLUSTER SCHOOLS $350,000 CARDINAL SHEHAN CENTER $ 35,000 CATHOLIC CHARITIES OF FAIRFIELD COUNTY $ 15,000 KOLBE CATHEDRAL HIGH SCHOOL $160,000 MCGIVNEY COMMUNITY CENTER, INC. $ 35,000 NEW COVENANT HOUSE OF HOSPITALITY $ 20,000 ST. CATHERINE ACADEMY $ 64,500 THOMAS MERTON HOUSE OF HOSPITALITY $ 15,000 TOTAL $694,500 2. REV. MSGR. LAURENCE BRONKIEWICZ, A BOARD MEMBER OF THE INNER-CITY FOUNDATION FOR CHARITY & EDUCATION, AND REV. MSGR. KEVIN W. WALLIN, A BOARD MEMBER AND OFFICER OF THE INNER-CITY FOUNDATION FOR CHARITY & EDUCATION, ARE BOTH PASTORS OF BRIDGEPORT ROMAN CATHOLIC DIOCESAN PARISHES, AND THE MOST REV. WILLIAM E. LORI IS THEIR ULTIMATE SUPERVISOR. 3. WILLIAM H. BESGEN, A BOARD MEMBER AND OFFICER OF THE INNER-CITY FOUNDATION FOR CHARITY & EDUCATION, IS A SUBSTANTIAL DONOR TO CATHOLIC CHARITIES OF FAIRFIELD COUNTY. ORGANIZATIONS AFFILIATED WITH CATHOLIC CHARITIES RECEIVED INNER-CITY FOUNDATION GRANTS TOTALING $50,000. 4. JOSEPH H. MILLER, JR., A BOARD MEMBER AND OFFICER OF THE THE INNER-CITY FOUNDATION FOR CHARITY & EDUCATION, IS ALSO A MEMBER OF THE BOARD OF DIRECTORS OF CATHOLIC CHARITIES OF FAIRFIELD COUNTY. CATHOLIC CHARITIES OF FAIRFIELD COUNTY RECEIVED INNER-CITY FOUNDATION GRANTS TOTALING $50,000. 5. WILLIAM J. PHELAN, A BOARD MEMBER OF THE INNER-CITY FOUNDATION FOR CHARITY & EDUCATION, IS A SUBSTANTIAL DONOR TO THE CATHEDRAL EDUCATION CLUSTER SCHOOLS. THE CATHEDRAL EDUCATION CLUSTER SCHOOLS RECEIVED INNER-CITY FOUNDATION GRANTS TOTALING $350,000. 6. GEOFFREY L. STONE, SON OF THE DIRECTOR OF THE INNER-CITY FOUNDATION FOR CHARITY & EDUCATION, RICHARD T. STONE, IS EMPLOYED BY A BRIDGEPORT ROMAN CATHOLIC DIOCESAN PARISH. REV. MSGR. KEVIN W. WALLIN, A BOARD MEMBER AND OFFICER OF THE INNER-CITY FOUNDATION FOR CHARITY & EDUCATION IS HIS ULTIMATE SUPERVISOR. 7. LEAH K. LEBEC, A BOARD MEMBER OF THE INNER-CITY FOUNDATION FOR CHARITY & EDUCATION, IS A SUBSTANTIAL DONOR TO THE BRIDGEPORT ROMAN CATHOLIC DIOCESAN CORPORATION. ORGANIZATIONS AFFILIATED WITH THE BRIDGEPORT ROMAN CATHOLIC DIOCESAN CORPORATION RECEIVED INNER-CITY FOUNDATION GRANTS TOTALING $694,500. 8. REV. MSGR. WILLIAM J. SCHEYD, A BOARD MEMBER AND OFFICER OF THE INNER-CITY FOUNDATION FOR CHARITY & EDUCATION, IS ALSO A MEMBER OF THE BOARD OF DIRECTORS OF MALTA HOUSE. MALTA HOUSE RECEIVED INNER-CITY FOUNDATION GRANTS TOTALING $10,000. FORM 990: PART VII, SECTION A COLUMN B - ESTIMATED AVERAGE HOURS PER WEEK DEVOTED TO RELATED ORGANIZATIONS: MOST REV. WILLIAM E. LORI 60 REV. MSGR. THOMAS J. DRISCOLL 60 REV. MSGR. WILLIAM J. SCHEYD 60 REV. MSGR. KEVIN W. WALLIN 60 REV. MSGR. LAURENCE R. BRONKIEWICZ 60 REV. MSGR. J. PETER CULLEN 60 NANCY B. MATTHEWS 50 RICHARD T. STONE 0 CATHEDRAL EDUCATION CLUSTER BRIDGEPORT CATHOLIC ELEMENTARY SCHO JEWETT AVE BRIDGEP CT 06606 203838995 TO OPERATE SCHOOLS THAT ARE FAITH FILLED LEARNING COMMUNITIES CT 501(C)(3) LINE 11A, I 0 CARDINAL SHEHAN CENTER 1494 MAIN STREET BRIDGEPORT CT 068243621 061101081 TO ENHANCE ED,SOCIAL, AND REC OPPORTUNITIES FOR LOW AND MODERATE INCOME FAMI CT 501(C)(3) LINE 7 0 CATHOLIC CHARITIES OF FAIRFIELD COUNTY INC 24 GRASSY PLAIN STREET BETHEL CT 068011700 060653053 TO PUT FAITH INTO ACTION BY PROVIDING FAMILY SUPPORT SVCS TO THE NEEDY CT 501(C)(3) LINE 11A, I 0 KOLBE CATHEDRAL HIGH SCHOOL 33 CALHOUN PLACE BRIDGEPORT CT 06604 061560971 TO EMPOWER STUDENTS WITH KNOWLEDGE,SKILLS AND CATHOLIC VALUES CT 501(C)(3) LINE 11A, I 0 THE MCGIVNEY COMMUNITY CENTER INC 338 STILLMAN STREET BRIDGEPORT CT 066100220 223059815 TO MAINTAIN AND OPERATE A REC CNTR TO PROVIDE ACTIVITES TO INNER CITY YOUTH CT 501(C)(3) LINE 11A, I 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 BRIDGEPORT ROMAN CATHOLIC DIOCESAN CORPORATION B 704500 CASH DISBURSEMENT BRIDGEPORT ROMAN CATHOLIC DIOCESAN CORPORATION M 7200 ESTIMATED FMV BRIDGEPORT ROMAN CATHOLIC DIOCESAN CORPORATION O 147744 CASH DISBURSEMENT