NORTHWEST CONNECTICUT COMMUNITY FOUNDATION INC: Form 990, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
NORTHWEST CONNECTICUT COMMUNITY FOUNDATION INC (EIN 06-1565733)
Tax period
2010-01-01 to 2010-12-31
Filed
2011-07-25
IRS object ID
201132069349300428
Schema version
2010v3.2
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2011-07-25T12:32:44-07:00Timestamp
Tax Period End Date2010-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1King King & Associates CPAsBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 898AddressLine1
CityWinstedCity
StateCTState
ZIP Code060980898ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2010-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN061565733EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1COMMUNITY FOUNDATION OF NORTHWESTBusinessNameLine1
Business Name Line2CONNECTICUT INCBusinessNameLine2
FieldValueIRS element (for citing)
Name ControlCOMMNameControl
Phone8606261245Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1144 32 CITY HALL AVENUEAddressLine1
CityTORRINGTONCity
StateCTState
ZIP Code06790ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameGuy RovezziName
TitlePresidentTitle
Date Signed2011-07-25DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
NameRobert E King CPAName
Phone8603790215Phone
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-03-07 17:11:31ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonGUY ROVEZZINameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1PO BOX 1144AddressLine1
CityTORRINGTONCity
StateCTState
ZIP Code06790ZIPCode
FieldValueIRS element (for citing)
Gross Receipts1919498GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
All Affiliates IncludedfalseAllAffiliatesIncluded
Organization501c3XOrganization501c3
Web SiteWWW.CFNWCT.ORGWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1999YearFormation
State Legal DomicileCTStateLegalDomicile
Activity Or Mission DescriptionTO ENHANCE THE QUALITY OF LIFE FOR CITIZENS IN ITS SERVICE AREA BY IDENTIFYING AND RESPONDING TO COMMUNITY NEEDS BY PROVIDING FINANCIAL ASSISTANCE IN THE FORM OF SCHOLARSHIPS AND GRANTS TO 501(C)(3) ORGANIZATIONS.ActivityOrMissionDescription
Nbr Voting Members Governing Body16NbrVotingMembersGoverningBody
Nbr Independent Voting Members16NbrIndependentVotingMembers
Total Nbr Employees6TotalNbrEmployees
Total Nbr Volunteers125TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Contributions Grants Prior Year1135623ContributionsGrantsPriorYear
Contributions Grants Current Year1147885ContributionsGrantsCurrentYear
Program Service Revenue CY0ProgramServiceRevenueCY
Investment Income Prior Year234062InvestmentIncomePriorYear
Investment Income Current Year656345InvestmentIncomeCurrentYear
Other Revenue Prior Year117832OtherRevenuePriorYear
Other Revenue Current Year114881OtherRevenueCurrentYear
Total Revenue Prior Year1487517TotalRevenuePriorYear
Total Revenue Current Year1919111TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year418454GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY517593GrantsAndSimilarAmntsCY
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year196685SalariesEtcPriorYear
Salaries Etc Current Year228779SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year82196TotalFundrsngExpCurrentYear
Other Expense Prior Year188426OtherExpensePriorYear
Other Expenses Current Year167221OtherExpensesCurrentYear
Total Expenses Prior Year803565TotalExpensesPriorYear
Total Expenses Current Year913593TotalExpensesCurrentYear
Revenues Less Expenses Prior Year683952RevenuesLessExpensesPriorYear
Revenues Less Expenses CY1005518RevenuesLessExpensesCY
Total Assets BOY11344608TotalAssetsBOY
Total Assets EOY13059530TotalAssetsEOY
Total Liabilities BOY3739380TotalLiabilitiesBOY
Total Liabilities EOY4198100TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY7605228NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY8861430NetAssetsOrFundBalancesEOY
Mission DescriptionTO ENHANCE THE QUALITY OF LIFE FOR CITIZENS IN ITS SERVICE AREA BY IDENTIFYING AND RESPONDING TO COMMUNITY NEEDS BY PROVIDING FINANCIAL ASSISTANCE IN THE FORM OF SCHOLARSHIPS AND GRANTS TO 501(C)(3) ORGANIZATIONS.MissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense672467Expense
Grants517593Grants
Revenue1442102Revenue
DescriptionINCOME AND APPRECIATION FROM INVESTMENTS, BASED ON A TOTAL RETURN APPROACH, IS DISTRIBUTED IN THE FORM OF GRANTS AND SCHOLARSHIPS ANNUALLY TO QUALIFIED PUBLIC CHARITIES AND STUDENTS AS CHOSEN BY THE FOUNDATION'S BOARD OF DIRECTORS. IN 2010, GRANTS IN THE AMOUNT OF $473,443 WERE AWARDED AND FINANCIAL ASSISTANCE IN THE FORM OF SCHOLARSHIPS WAS PROVIDED IN THE AMOUNT OF $44,150.Description
Total Program Service Expense672467TotalProgramServiceExpense
Described In501 C3trueDescribedIn501C3
Schedule B RequiredtrueScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Lobbying ActivitiesfalseLobbyingActivities
Subject To Proxy TaxfalseSubjectToProxyTax
Donor Advised FundstrueDonorAdvisedFunds
Conservation EasementsfalseConservationEasements
Collections Of ArtfalseCollectionsOfArt
Credit CounselingfalseCreditCounseling
Term Or Permanent EndowmentsfalseTermOrPermanentEndowments
Report Land Bldg EquiptrueReportLandBldgEquip
Report Invest Oth SecuritiesfalseReportInvestOthSecurities
Report Prog Rel InvestfalseReportProgRelInvest
Report Other AssetstrueReportOtherAssets
Report Other LiabilitiestrueReportOtherLiabilities
Report Fin48 FootnotefalseReportFin48Footnote
Independent Audit Financial StmtfalseIndependentAuditFinancialStmt
Consolidated Audit Financial StmttrueConsolidatedAuditFinancialStmt
SchoolfalseSchool
Foreign OfficefalseForeignOffice
Foreign ActivitiesfalseForeignActivities
More Than5000 K To OrganizationsfalseMoreThan5000KToOrganizations
More Than5000 K To IndividualsfalseMoreThan5000KToIndividuals
Professional FundraisingfalseProfessionalFundraising
Fundraising ActivitiesfalseFundraisingActivities
GamingfalseGaming
HospitalfalseHospital
Grants To OrganizationstrueGrantsToOrganizations
Grants To IndividualstrueGrantsToIndividuals
Schedule J RequiredfalseScheduleJRequired
Tax Exempt BondsfalseTaxExemptBonds
Invest Tax Exempt BondsfalseInvestTaxExemptBonds
Escrow AccountfalseEscrowAccount
On Behalf Of IssuerfalseOnBehalfOfIssuer
Excess Benefit TransactionfalseExcessBenefitTransaction
Prior Excess Benefit TransactionfalsePriorExcessBenefitTransaction
Loan To Officer Or DQPfalseLoanToOfficerOrDQP
Grant To Related PersonfalseGrantToRelatedPerson
Bsnss Rltnshp With OrganizationfalseBsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family MemberfalseBsnssRltnshpThruFamilyMember
Officer Entity With Bsnss RltnshpfalseOfficerEntityWithBsnssRltnshp
Deductible Non Cash ContributionstrueDeductibleNonCashContributions
Deductible Contributions Of ArtfalseDeductibleContributionsOfArt
TerminatedfalseTerminated
Partial LiquidationfalsePartialLiquidation
Disregarded EntityfalseDisregardedEntity
Related EntitytrueRelatedEntity
Related Org Controlled EntityfalseRelatedOrgControlledEntity
Transaction Related EntitytrueTransactionRelatedEntity
Transfers To Exempt Non Chrtbl OrgfalseTransfersToExemptNonChrtblOrg
Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredtrueScheduleORequired
Number Forms Transmitted With10964NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup WitholdingtrueComplianceWithBackupWitholding
Number Of Employees6NumberOfEmployees
Employment Tax Returns FiledtrueEmploymentTaxReturnsFiled
Unrelated Business IncomefalseUnrelatedBusinessIncome
Form990-T FiledfalseForm990-TFiled
Foreign Financial AccountfalseForeignFinancialAccount
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans
Taxable Party NotificationfalseTaxablePartyNotification
Form8886 T FiledfalseForm8886TFiled
Non Deductible ContributionsfalseNonDeductibleContributions
Non Deductible DisclosurefalseNonDeductibleDisclosure
Quid Pro Quo ContributionsfalseQuidProQuoContributions
Quid Pro Quo DisclosurefalseQuidProQuoDisclosure
Form8282 Property Disposed OffalseForm8282PropertyDisposedOf
Number Of8282 Filed0NumberOf8282Filed
Funds To Pay PremiumsfalseFundsToPayPremiums
Premiums PaidfalsePremiumsPaid
Form8899 FiledfalseForm8899Filed
Form1098 C FiledfalseForm1098CFiled
Excess Business HoldingsfalseExcessBusinessHoldings
Taxable DistributionsfalseTaxableDistributions
Distribution To DonorfalseDistributionToDonor
Filed Lieu1041falseFiledLieu1041
Licensed More Than One StatefalseLicensedMoreThanOneState
Indoor Tanning ServicesfalseIndoorTanningServices
Form720 FiledfalseForm720Filed
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members16NbrVotingGoverningBodyMembers
Number Independent Voting Members16NumberIndependentVotingMembers
Family Or Business RelationshipfalseFamilyOrBusinessRelationship
Delegation Of Management DutiesfalseDelegationOfManagementDuties
Changes To Organizing DocsfalseChangesToOrganizingDocs
Material Diversion Or MisusefalseMaterialDiversionOrMisuse
Members Or StockholdersfalseMembersOrStockholders
Election Of Board MembersfalseElectionOfBoardMembers
Decisions Subject To ApprovalfalseDecisionsSubjectToApproval
Minutes Of Governing BodytrueMinutesOfGoverningBody
Minutes Of CommitteestrueMinutesOfCommittees
Officer Mailing AddressfalseOfficerMailingAddress
Local ChaptersfalseLocalChapters
Policies Reference ChaptersfalsePoliciesReferenceChapters
Form990 Provided To Governing BodytrueForm990ProvidedToGoverningBody
Conflict Of Interest PolicytrueConflictOfInterestPolicy
Annual Disclosure Covered PersonstrueAnnualDisclosureCoveredPersons
Regular Monitoring EnforcementtrueRegularMonitoringEnforcement
Whistleblower PolicytrueWhistleblowerPolicy
Document Retention PolicytrueDocumentRetentionPolicy
Compensation Process CEOtrueCompensationProcessCEO
Compensation Process OtherfalseCompensationProcessOther
Investment In Joint VenturefalseInvestmentInJointVenture
Written Policy Or ProcedurefalseWrittenPolicyOrProcedure
States Where Copy Of Return Is FiledCTStatesWhereCopyOfReturnIsFiled
Own WebsiteXOwnWebsite
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonGUY ROVEZZINamePerson
Telephone Number8606261245TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line132 CITY HALL AVENUEAddressLine1
CityTORRINGTONCity
StateCTState
ZIP Code06790ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (17 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensation
WILLIAM HARDING
Vice Chairman2.00XX000
VICKIE PATRICK CPA
Secretary2.00XX000
THOMAS BECHTLE
Director1.00X000
ROSE PONTE
Director1.00X000
ROBERTA LEE AUGUST
Rec Secretary2.00XX000
JOHN JANCO
Treasurer2.00XX000
JAN RATHBUN
Secretary2.00XX000
JAMES O'LEARY
Director1.00X000
GUY ROVEZZI
President40.00X9250000
GAYLE MORASKI
Director1.00X000
E FREDERICK PETERSEN
Director1.00X000
DOUGLAS O'CONNELL ESQ
Director1.00X000
DAN DWYER
Director1.00X000
CAROL LUGAR
Director1.00X000
BRIAN MCCORMICK ESQ
Chairman2.00XX000
ANN AUBURN
Director1.00X000
ALYSON THOMSON
Director1.00X000
FieldValueIRS element (for citing)
Total Reportable Comp From Org92500TotalReportableCompFromOrg
Number Individuals GT100 K0NumberIndividualsGT100K
Formers ListedfalseFormersListed
Total Comp GT150 KfalseTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K
All Other Contributions1147885AllOtherContributions
Noncash Contributions45186NoncashContributions
Total Contributions1147885TotalContributions
Total Program Service Revenue0TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column261687TotalRevenueColumn
Exclusion$261,687ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Royalties Revenue RoyaltiesRevenue

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities395045Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Other387Other

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities395045Securities
Other-387Other

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column394658TotalRevenueColumn
Related Or Exempt Function Income-387RelatedOrExemptFunctionIncome
Exclusion$395,045ExclusionAmount

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Income From Gaming NetIncomeFromGaming

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Income Or Loss NetIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Other Revenue Misc OtherRevenueMisc (3 entries)

DescriptionDescriptionTotal Revenue ColumnTotalRevenueColumnExclusionExclusionAmountRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
UNFULLFILLED GRANTS3457$3,457
INTER-ENTITY MGMT FEES8235182351
ADMINISTRATIVE FEES2861628616

Miscellaneous Revenue MiscellaneousRevenue

FieldValueIRS element (for citing)
Total Revenue Column457TotalRevenueColumn
Related Or Exempt Function Income457RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Other Revenue114881TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column1919111TotalRevenueColumn
Related Or Exempt Function Income111037RelatedOrExemptFunctionIncome
Exclusion$660,189ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total473443Total
Program Services473443ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total44150Total
Program Services44150ProgramServices

Foreign Grants ForeignGrants

FieldValueIRS element (for citing)
Total0Total

Benefits To Members BenefitsToMembers

FieldValueIRS element (for citing)
Total0Total

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total92500Total
Program Services32375ProgramServices
Management And General37000ManagementAndGeneral
Fundraising23125Fundraising

Comp Disqual Persons CompDisqualPersons

FieldValueIRS element (for citing)
Total0Total

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total112823Total
Program Services47248ProgramServices
Management And General40552ManagementAndGeneral
Fundraising25023Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total0Total

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total3541Total
Program Services2300ProgramServices
Management And General1241ManagementAndGeneral

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total19915Total
Program Services7859ProgramServices
Management And General7607ManagementAndGeneral
Fundraising4449Fundraising

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total0Total

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total0Total

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total0Total

Fees For Services Lobbying FeesForServicesLobbying

FieldValueIRS element (for citing)
Total0Total

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total0Total

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total48398Total
Program Services14715ProgramServices
Management And General33683ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total12234Total
Program Services6361ProgramServices
Management And General3426ManagementAndGeneral
Fundraising2447Fundraising

Advertising Advertising

FieldValueIRS element (for citing)
Total16918Total
Management And General13027ManagementAndGeneral
Fundraising3891Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total4785Total
Program Services2488ProgramServices
Management And General1340ManagementAndGeneral
Fundraising957Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total7569Total
Program Services3785ProgramServices
Management And General2270ManagementAndGeneral
Fundraising1514Fundraising

Royalties Royalties

FieldValueIRS element (for citing)
Total0Total

Occupancy Occupancy

FieldValueIRS element (for citing)
Total34548Total
Program Services17964ProgramServices
Management And General9674ManagementAndGeneral
Fundraising6910Fundraising

Travel Travel

FieldValueIRS element (for citing)
Total1451Total
Program Services755ProgramServices
Management And General406ManagementAndGeneral
Fundraising290Fundraising

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

FieldValueIRS element (for citing)
Total0Total

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total120Total
Program Services62ProgramServices
Management And General34ManagementAndGeneral
Fundraising24Fundraising

Interest Interest

FieldValueIRS element (for citing)
Total0Total

Payments To Affiliates PaymentsToAffiliates

FieldValueIRS element (for citing)
Total0Total

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total8892Total
Program Services4624ProgramServices
Management And General2490ManagementAndGeneral
Fundraising1778Fundraising

Insurance Insurance

FieldValueIRS element (for citing)
Total3072Total
Program Services1598ProgramServices
Management And General860ManagementAndGeneral
Fundraising614Fundraising

Other Expenses OtherExpenses (5 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
Printing and Publications9087472625441817
Postage and Shipping30101565843602
HOMELESS INITIATIVE28602860
DUES AND SUBSCRIPTIONS5114265914321023
ANNUAL APPEAL44394439

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total4724Total
Program Services930ProgramServices
Management And General501ManagementAndGeneral
Fundraising3293Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total913593Total
Program Services672467ProgramServices
Management And General158930ManagementAndGeneral
Fundraising82196Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
EOY20EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY355827BOY
EOY828136EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
EOY0EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
EOY0EOY

Receivables From Officers Etc ReceivablesFromOfficersEtc

FieldValueIRS element (for citing)
EOY0EOY

Receivables From Disqual Persons ReceivablesFromDisqualPersons

FieldValueIRS element (for citing)
EOY0EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
EOY0EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
EOY0EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY2998BOY
EOY3076EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis91398LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec63522LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY24337BOY
EOY27876EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY7080345BOY
EOY7838151EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY2125274BOY
EOY0EOY

Investments Program Related InvestmentsProgramRelated

FieldValueIRS element (for citing)
EOY0EOY

Intangible Assets IntangibleAssets

FieldValueIRS element (for citing)
EOY0EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY1755827BOY
EOY4362271EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY11344608BOY
EOY13059530EOY

Grants Payable GrantsPayable

FieldValueIRS element (for citing)
BOY70300BOY
EOY49840EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY3669080BOY
EOY4148260EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY3739380BOY
EOY4198100EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY7462228BOY
EOY8731943EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY143000BOY
EOY129487EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY7605228BOY
EOY8861430EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY11344608BOY
EOY13059530EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses1005518ReconcilationRevenueExpenses
Reconcilation Other Changes250684ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or ReviewfalseAccountantCompileOrReview
FS AuditedtrueFSAudited
Audit CommitteetrueAuditCommittee
Financial Statement ConsolidatedXFinancialStatementConsolidated
Federal Grant Audit RequiredfalseFederalGrantAuditRequired
Federal Grant Audit PerformedfalseFederalGrantAuditPerformed

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years747744CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years496555CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years412013CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year1135624CurrentTaxYearMinus1Year
Current Tax Year1147885CurrentTaxYear
Total3939821Total

Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170

FieldValueIRS element (for citing)
Total0Total

Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt

FieldValueIRS element (for citing)
Total0Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years747744CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years496555CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years412013CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year1135624CurrentTaxYearMinus1Year
Current Tax Year1147885CurrentTaxYear
Total3939821Total
FieldValueIRS element (for citing)
Amounts Subst Contributors Total1487935AmountsSubstContributorsTotal
Public Support Total1702451886PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years172991CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years232496CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years166130CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year311409CurrentTaxYearMinus1Year
Current Tax Year261687CurrentTaxYear
Total1144713Total

Net UBI NetUBI

FieldValueIRS element (for citing)
Total0Total

Other Income170 OtherIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years136388CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years112931CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years125722CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year117832CurrentTaxYearMinus1Year
Current Tax Year114881CurrentTaxYear
Total607754Total
FieldValueIRS element (for citing)
Total Support5692288TotalSupport
Public Support Pertcentage1700.43070PublicSupportPertcentage170
Public Support Pertcent Prior Year0.67390PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Number DA Fs Held39NumberDAFsHeld
Number Funds Held196NumberFundsHeld
Donor Advised Contributions403702DonorAdvisedContributions
Contrib To Funds And Other Accounts1309474ContribToFundsAndOtherAccounts
Grants Paid From Donor Funds329228GrantsPaidFromDonorFunds
Grants Funds And Other Accounts766988GrantsFundsAndOtherAccounts
Aggregate DAF Value1975816AggregateDAFValue
Aggregate Fund Value12712345AggregateFundValue
Disclosed Orgs Legal ControltrueDisclosedOrgsLegalControl
Disclosed For Charitable PurposestrueDisclosedForCharitablePurposes

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis57722OtherCostOrOtherBasis
Depreciation43349Depreciation
Book Value14373BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis33676OtherCostOrOtherBasis
Depreciation20173Depreciation
Book Value13503BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings27876TotalOfBookValueLandBuildings

Other Assets OtherAssets (4 entries)

DescriptionDescriptionBook ValueBookValue
Security Deposit1200
Real Estate
Charitable Remainder Trust309477
Brochure Inventory5536
FieldValueIRS element (for citing)
Total Book Value Other Assets4362271TotalBookValueOtherAssets

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
DescriptionAGENCY FUND LIABILITIESDescription
Amount$4,148,260Amount
FieldValueIRS element (for citing)
Total Of Amounts4148260TotalOfAmounts

Form990 Schedule D Part XIV Form990ScheduleDPartXIV

FieldValueIRS element (for citing)
IdentifierPart XI, Line 8Identifier
Return ReferencePart XI, Line 8: Other Changes in Net Assets or Fund BalancesReturnReference
ExplanationChange in Value of Split-Interest Agreements $167316Explanation

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records MaintainedtrueRecordsMaintained

Recipient Table RecipientTable (13 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientAmount Of Cash GrantAmountOfCashGrantAmount Of Non Cash AssistanceAmountOfNonCashAssistancePurpose Of GrantPurposeOfGrant
Whitewater Slalom Fnd
PO Box 671LakevilleCT06039264269781100000Operating Support
The Canaan Foundation
31 East High StreetEast HamptonCT0642406158390075000Operations
Project ALS
3960 Broadway Suite 420New YorkNY10032134019464500000Support
Norfolk Lions Club Ambulance
14 Shepard RoadNorfolkCT0605860136900775000Support Vol Amb Service
Norfolk Library
9 Greenwoods Road E PO Box 605NorfolkCT0605806066215775000Additition to Endowment
Norfolk Chamber Music Festival
Ellen Bottell Stoeckel EstateNorfolkCT06058060646973250000Support the 2010 music program
Mult Myeloma Research
383 Main Ave 5th FloorNorwalkCT06851061504413500000Support
Litchfield Community Center
421 Bantam RoadLitchfieldCT06759061520254102000Fund Concerts at Center
Jane Coffin Childs Memorial Fund
333 Cedar StreetNew HavenCT06510066034840500000Research Fellowship Endowment
Foothills Visiting Nurse & Home
32 Union StreetWinstedCT06098060653278280000Capital Campaign
Cornwall Foundation
PO Box 116CornwallCT06796432096093157910Mulitple grants to area npos
Charlotte Hungerford Hospital
New Litchfield StTorringtonCT0679006064667878500Clinical Education
Bank St College of Edu
610 West 112th StNew YorkNY10025135562167150000Annual Fund
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants13TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations0TotalNbrOfOtherOrganizations

Form990 Schedule I Part III Form990ScheduleIPartIII

FieldValueIRS element (for citing)
Type Of GrantScholarshipsTypeOfGrant
Number Of Recipients73NumberOfRecipients
Amount Of Cash Grant44150AmountOfCashGrant

Form990 Schedule I Part IV Form990ScheduleIPartIV

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

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTraded

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions2NumberOfContributions
Noncash Contribs Rptd F99045186NoncashContribsRptdF990
FieldValueIRS element (for citing)
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeld
Review Process Unusual NC GiftsfalseReviewProcessUnusualNCGifts
Third Parties UsedfalseThirdPartiesUsed

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (4 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
Form 990, Part VI, Line 19Form 990, Part VI, Line 19: Other Organization Documents Publicly AvailableOffered for inspection through website, annual report or upon direct request.
Form 990, Part VI, Line 15bForm 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key EmployeesReview conducted by Executive Committee with supporting data on Community Foundation (Independent) compensation reports.
Form 990, Part VI, Line 12cForm 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of ConflictsAnnually the board of directors, staff and key volunteers complete a conflict of interest statement listing all affiliations and those of family members, as well as potential conflict of interest relationships. These statements are kept on file. In all meetings related to grants and contracted services, the board is reminded of this policy and required to recuse themselves from any discussion and voting that could be considered a conflict.
Form 990, Part VI, Line 11Form 990, Part VI, Line 11: Form 990 Review ProcessThe board and audit committee were provided a copy of the financial statements and Form 990 for discussion and review at a regualarly scheduled board meeting.

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII

Name Of Disregarded Entity NameOfDisregardedEntity

FieldValueIRS element (for citing)
Business Name Line1Torrington Area Found for Public GivingBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1PO Box 1144AddressLine1
CityTorringtonCity
StateCTState
ZIP Code06790ZIPCode
FieldValueIRS element (for citing)
EIN066114199EIN
Primary ActivitiesCommunity Foundation TrustPrimaryActivities
Exempt Code Section501(c)(3)ExemptCodeSection
Public Charity Status8PublicCharityStatus
Direct Controlling Entity NAN/ADirectControllingEntityNA
Controlled OrgfalseControlledOrg
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents RoyaltiesfalseReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other OrgfalseGiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other OrgfalseGiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other OrgfalseLoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other OrgfalseSaleOfAssetsToOtherOrg
Purchase Of Assets From Other OrgfalsePurchaseOfAssetsFromOtherOrg
Exchange Of AssetsfalseExchangeOfAssets
Rental Of Facilities To Other OrgsfalseRentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other OrgsfalseRentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other OrgsfalsePerformOfServicesForOtherOrgs
Perform Of Services By Other OrgstruePerformOfServicesByOtherOrgs
Sharing Of FacilitiestrueSharingOfFacilities
Sharing Of Paid EmployeestrueSharingOfPaidEmployees
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrg
Reimbursement Paid By Other OrgtrueReimbursementPaidByOtherOrg
Other Transfer To Other OrgfalseOtherTransferToOtherOrg
Other Transfer From Other OrgfalseOtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (4 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolvedMethod Of Amt DeterminationMethodOfAmtDetermination
Torrington Area Found for Public Giving
p82351Cost
Torrington Area Found for Public Giving
n57195Allocated Cost
Torrington Area Found for Public Giving
m10055Allocated Cost
Torrington Area Found for Public Giving
l7548Allocated Cost

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