NEWTOWN SAVINGS BANK FOUNDATION INC: Form 990PF, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- NEWTOWN SAVINGS BANK FOUNDATION INC (EIN 06-1514980)
- Tax period
- 2009-10-01 to 2010-09-30
- Filed
- 2011-07-08
- IRS object ID
- 201121899349100202
- Schema version
- 2009v1.7
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-07-08T08:14:41-05:00 | Timestamp |
| Tax Period End Date | 2010-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM MCGLADREY INC | 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 | 2009-10-01 | 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 J MARTOCCI | Name |
| Title | PRESIDENT | Title |
| Phone | 2034264440 | Phone |
| Date Signed | 2011-06-29 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Eric Perez | Name |
| Phone | 2037731909 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | 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 | 889041 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 6611 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 26590 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 26590 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -149 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 101007 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 130 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 130 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 33182 | TotalRevenueAndExpenses |
| Total Net Investment Income | 26720 | 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 |
| Other Prof Fees Rev And Expnss | 7291 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 7291 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 549 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 549 | 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 | 7940 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 7840 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 57500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 57500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 65440 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 7840 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 57500 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -32258 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 18880 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 14000 | CashBOY |
| Cash EOY | 7951 | CashEOY |
| Cash EOYFMV | 7951 | CashEOYFMV |
| Investments Corp Stock BOY | 500435 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 557576 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 557576 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 326279 | InvestmentsOtherBOY |
| Investments Other EOY | 323514 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 323514 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 840714 | TotalAssetsBOY |
| Total Assets EOY | 889041 | TotalAssetsEOY |
| Total Assets EOYFMV | 889041 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 840714 | CapitalStockBOY |
| Capital Stock EOY | 889041 | 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 | 840714 | TotalNetAssetsBOY |
| Total Net Assets EOY | 889041 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 840714 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 889041 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 840714 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -32258 | ExcessOfRevenueOverExpenses |
| Other Increases | 80585 | OtherIncreases |
| Subtotal | 889041 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 889041 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (13 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| Auto Desk Inc | P | 2006-08-24 | 2010-03-23 | 730 | 833 | -103 | -103 |
| Bank of America Corp | P | 2005-08-24 | 2010-08-02 | 20000 | 19963 | 37 | 37 |
| Cellu Tissue Holdings Inc | P | 2010-01-21 | 2010-03-23 | 4230 | 5200 | -970 | -970 |
| First Data Corp Note | P | 2005-02-25 | 2009-10-01 | 20000 | 19740 | 260 | 260 |
| Goldman Sachs Group | P | 2005-07-06 | 2010-06-15 | 20000 | 19989 | 11 | 11 |
| Kar Auction Services, Inc | P | 2009-12-10 | 2010-06-15 | 1329 | 1200 | 129 | 129 |
| Kar Auction Services, Inc | P | 2009-12-10 | 2010-06-15 | 5352 | 4800 | 552 | 552 |
| KBR Inc | P | 2009-12-10 | 2010-06-15 | 4517 | 4370 | 147 | 147 |
| KBR Inc | P | 2009-12-10 | 2010-06-15 | 2259 | 1495 | 764 | 764 |
| Metals USA HOldings Corp | P | 2010-04-09 | 2010-05-18 | 2322 | 3150 | -828 | -828 |
| MOrgan Stanley | P | 2004-11-18 | 2010-01-15 | 15000 | 14916 | 84 | 84 |
| Select MED Holdings Corp | P | 2009-09-24 | 2009-11-13 | 5171 | 5500 | -329 | -329 |
| Matthews Indian FUnd | P | 97 | 97 | 97 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -149 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 50023 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 716500 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.069816 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 40750 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 916723 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.044452 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 32750 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 860395 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.038064 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 36025 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 684430 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.052635 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 30200 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 581973 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.051892 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.256859 | TotalDistributionRatio |
| Average Distribution Ratio | 0.051372 | AverageDistributionRatio |
| Net Noncharitable Assets | 845896 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 43455 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 189 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 43644 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 57500 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 189 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 189 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 189 | TaxBasedOnInvestmentIncome |
| Tax Paid With Extension | 1000 | TaxPaidWithExtension |
| Total Credits And Payments | 1000 | TotalCreditsAndPayments |
| Overpayment | 811 | Overpayment |
| Amount Credited To Next Year | 811 | 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 |
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 | 855950 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 2828 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 858778 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 858778 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 12882 | CashDeemedCharitable |
| Net Noncharitable Assets | 845896 | NetNoncharitableAssets |
| Minimum Investment Return | 42295 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 42295 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 189 | TaxBasedOnInvestmentIncome |
| Total Tax | 189 | TotalTax |
| Distributable Amount Before Adj | 42106 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 42106 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 42106 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 57500 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 57500 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 189 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 57311 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 42106 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 1249 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 2114 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year1 | 14652 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 18015 | TotalExcessDistriCarryover |
| Qualifying Distributions | 57500 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 42106 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 15394 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 33409 | 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 | 1249 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 32160 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 2114 | ExcessFromYear4 |
| Excess From Year1 | 14652 | ExcessFromYear1 |
| Excess From Current Year | 15394 | ExcessFromCurrentYear |
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 (24 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 |
| CONSUMER CREDIT COUNSELING SERVICE OF S NEW ENGLAND | |||||
| 8 WINTER STREET | BOSTON | MA | 02108 | GENERAL PURPOSE | $1,000 |
| United Way of Western CT | |||||
| 85 West Street | Danbury | CT | 06810 | GENERAL PURPOSE | $3,000 |
| IMMACULATE HIGH SCHOOL | |||||
| 73 SOUTHERN BOULEVARD | DANBURY | CT | 068107994 | GENERAL PURPOSE | $3,500 |
| Southbury Celebration Fund | |||||
| PO Bix 222 | SouthbURY | CT | 06488 | EDUCATIONAL PROGRAM | $1,000 |
| Housatonic Habitat For Humanity | |||||
| 90 Shelter Rock RD | Danbury | CT | 06810 | GENERAL PURPOSE | $1,000 |
| BHS General Scholarship Fund | |||||
| 45 Longmeadow Hill Road | BrookFIELD | CT | 06804 | GENERAL PURPOSE | $2,000 |
| MONROE SCHOLARSHIP FUND INC | |||||
| PO BOX 691 | MONROE | CT | 06468 | SCHOLARSHIP PROGRAM | $2,000 |
| NEWTOWN FUND | |||||
| POBOX 641 | NEWTOWN | CT | 06470 | GENERAL PURPOSE | $3,000 |
| 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 |
| REGIONAL YMCA OF WESTERN CONNECTICUT | |||||
| 246 FEDERAL ROAD SUITE B21 | BROOKFIELD | CT | 06804 | GENERAL PURPOSE | $3,500 |
| 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 |
| TOWN OF TRUMBULL BUSINESS EDUCATION INITIATIVE | |||||
| 5866 MAIN STREET | TRUMBULL | CT | 06611 | EDUCATIONAL PROGRAM | $2,000 |
| VALLEY UNITED WAY | |||||
| 3 CORPORATE DRIVE SUITE 501 | SHELTON | CT | 06484 | GENERAL PURPOSE | $1,000 |
| WOODBURY SCHOLARSHIP FUND | |||||
| po box 585 | WOODBURY | CT | 06798 | SCHOLARSHIP PROGRAM | $3,000 |
| Jericho Partnership Inc | |||||
| 34 JUDSON AVENUE | wooDBURY | CT | 06798 | EDUCATIONAL PROGRAM | $2,000 |
| Town of Bethel Business Education Initiative | |||||
| 13 Rose Street | Danbury | CT | 06810 | EDUCATIONAL PROGRAM | $1,000 |
| Valley United Way | |||||
| 6254 Main Street | BETHEL | CT | 06611 | GENERAL PURPOSE | $1,500 |
| Monroe Food Pantry | |||||
| 7 Fan Hill ROad | Monroe | CT | 06468 | gENERAL PURPOSE | $1,500 |
| Bethel Public Library Capital Campaign | |||||
| 189 GreenWOOD AVENUE | BETHEL | CT | 06801 | gENERAL PURPOSE | $5,000 |
| The KenneDY CENTER INC | |||||
| 2440 RESERVOIR AVENUE | trumBULL | CT | 06611 | gENERAL PURPOSE | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 57500 | 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 | $26,590 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$149 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SETTLEMENT PROCEEDS | Description |
| Exclusion Code | 01 | ExclusionCode |
| Related Or Exempt Function Income | 130 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $26,441 | ExclusionAmount |
| Related Or Exempt Function Income | 130 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 26571 | 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 | 6611 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | STOCKS | NameOfStock |
| EOY Book Value | 557576 | EOYBookValue |
| EOYFMV | 557576 | EOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (4 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| MONEY MARKET FUND | FMV | 18789 | 18789 |
| BONDS | FMV | 283322 | 283322 |
| MUTUAL FUNDS | FMV | 17205 | 17205 |
| INVESTMENTS IN PARTNERSHIPS | FMV | 4198 | 4198 |
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 | 130 | RevenueAndExpensesPerBooks |
| Net Investment Income | 130 | NetInvestmentIncome |
| Adjusted Net Income | 130 | AdjustedNetIncome |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAIN ON INVESTMENTS | Description |
| Amount | $80,585 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | Category |
| Amount | $7,291 | Amount |
| Net Investment Income | 7291 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | Category |
| Amount | $549 | Amount |
| Net Investment Income | 549 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments