FURP.ORG / PUBLIC DATA EXPLORER

THE INNER-CITY FOUNDATION FOR CHARITY &: Form 990, tax year 2009

View the entire original 990 at ProPublica ↗

Organization
THE INNER-CITY FOUNDATION FOR CHARITY & (EIN 06-1318337)
Tax period
2009-07-01 to 2010-06-30
Filed
2011-05-05
IRS object ID
201141259349301659
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2011-05-05T15:26:08-05:00Timestamp
Tax Period End Date2010-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1BLUM SHAPIRO & COMPANY PCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line12 ENTERPRISE DRIVEAddressLine1
CitySHELTONCity
StateCTState
ZIP Code064844640ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2009-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN061318337EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1THE INNER-CITY FOUNDATION FOR CHARITY &BusinessNameLine1
Business Name Line2EDUCATION INCBusinessNameLine2
FieldValueIRS element (for citing)
Name ControlINNENameControl
Phone2034161363Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1238 JEWETT AVENUEAddressLine1
CityBRIDGEPORTCity
StateCTState
ZIP Code06606ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameRICHARD T STONEName
TitleFoundation DirectorTitle
Phone2034161363Phone
Date Signed2011-04-20DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameCHRISTOPHER A GALLOName
Phone2039442100Phone
FieldValueIRS element (for citing)
Tax Year2009TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonRichard T StoneNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1238 JEWETT AVENUEAddressLine1
CityBRIDGEPORTCity
StateCTState
ZIP Code06606ZIPCode
FieldValueIRS element (for citing)
Gross Receipts4927588GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501cXOrganization501c
Web Sitewww.innercityfoundation.orgWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1991YearFormation
State Legal DomicileCTStateLegalDomicile
Activity Or Mission DescriptionTo provide financial support to agencies and institutions whose programs serve at-risk children and families in Fairfield CountyActivityOrMissionDescription
Nbr Voting Members Governing Body28NbrVotingMembersGoverningBody
Nbr Independent Voting Members21NbrIndependentVotingMembers
Total Nbr Employees1TotalNbrEmployees
Total Nbr Volunteers100TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year1120543ContributionsGrantsPriorYear
Contributions Grants Current Year1176769ContributionsGrantsCurrentYear
Program Service Revenue CY0ProgramServiceRevenueCY
Investment Income Prior Year-528380InvestmentIncomePriorYear
Investment Income Current Year97210InvestmentIncomeCurrentYear
Other Revenue Prior Year87277OtherRevenuePriorYear
Other Revenue Current Year70249OtherRevenueCurrentYear
Total Revenue Prior Year679440TotalRevenuePriorYear
Total Revenue Current Year1344228TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year1497782GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY798500GrantsAndSimilarAmntsCY
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year157969SalariesEtcPriorYear
Salaries Etc Current Year153490SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year135211TotalFundrsngExpCurrentYear
Other Expense Prior Year103886OtherExpensePriorYear
Other Expenses Current Year88881OtherExpensesCurrentYear
Total Expenses Prior Year1759637TotalExpensesPriorYear
Total Expenses Current Year1040871TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-1080197RevenuesLessExpensesPriorYear
Revenues Less Expenses CY303357RevenuesLessExpensesCY
Total Assets BOY6711127TotalAssetsBOY
Total Assets EOY6773018TotalAssetsEOY
Total Liabilities BOY1273345TotalLiabilitiesBOY
Total Liabilities EOY512167TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY5437782NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY6260851NetAssetsOrFundBalancesEOY
Mission DescriptionTo provide financial support to agencies and institutions whose programs serve at-risk children and families in Fairfield County.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense848589Expense
Grants798500Grants
DescriptionENHANCE 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.Description
Total Program Service Expense848589TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments1TermOrPermanentEndowments
Balance Sheet Amounts Reported1BalanceSheetAmountsReported
Independent Audit Financial Stmt1IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities1FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations1GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required0ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization1BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member1BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp1OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions1DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With10960NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees1NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions1QuidProQuoContributions
Quid Pro Quo Disclosure1QuidProQuoDisclosure
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Nbr Voting Governing Body Members28NbrVotingGoverningBodyMembers
Number Independent Voting Members21NumberIndependentVotingMembers
Family Or Business Relationship1FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders1MembersOrStockholders
Election Of Board Members1ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledCTStatesWhereCopyOfReturnIsFiled
Other WebsiteXOtherWebsite
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1RICHARD STONEBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number2034161363TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1238 JEWETT AVENUEAddressLine1
CityBRIDGEPORTCity
StateCTState
ZIP Code06606ZIPCode
FieldValueIRS element (for citing)
No Listed Persons CompensatedXNoListedPersonsCompensated

Form990 Part VII Section A Form990PartVIISectionA (29 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensation
Most Rev William E Lori
President1.00XX0018296
Rev Msgr J Peter Cullen
Vice PRESIDENT1.00XX034966-1587
Rev Msgr Wm J Scheyd
Vice PRESIDENT1.00XX0323565472
William E MITCHELL
Vice PRESIDENT1.00XX000
William H BESGEN
TreasuRER1.00XX000
Joseph H MILLER
Director1.00XX000
Rev Msgr Kevin W Wallin
EXECUTIVE DIRECTOR1.00XX02996623631
Teresa M Ameen
DIRECTOR1.00X000
Rev Msgr L R Bronkiewicz
dIRECTOR1.00X03492819791
AudREY DORNIER
dIRECTOR1.00X000
Rev Msgr Thomas Driscoll
DIRECTOR1.00X028089-12508
Helen IX FitzPatrick
DIRECTOR1.00X000
Sidney E Goodfriend
DIRECTOR1.00X000
Thomas M Graham
DIRECTOR1.00X000
Joyce HERGENHAN
DIRECTOR1.00X000
Leah K LEBEC
DIRECTOR1.00X000
Christopher G Martin Esq
DIRECTOR1.00X000
RiCHARD J MATTEIS
DIRECTOR1.00X000
NANCY B MATTHEWS ESQ
DIRECTOR1.00X012629818540
Lesley O'Connell
dIRECTOR1.00X000
William J Phelan Esq
dIRECTOR1.00X000
DeNNIS B POSTER
DIRECTOR1.00X000
Cheryl A Rodriguez Esq
DIRECTOR1.00X000
John S Santa
DIRECTOR1.00X000
James V Schnurr
DIRECTOR1.00X000
Sheryl Shaughnessey Esq
DIRECTOR1.00X000
Jeanne Gallagher Terrile
DIRECTOR1.00X000
Carolyn S Wiener
DIRECTOR1.00X000
Richard T STONE
Foundation DIRECTOR50.00X011248828894
FieldValueIRS element (for citing)
Total Reportable Comp From Org0TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs399091TotalReportableCompFrmRltdOrgs
Total Other Compensation100529TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K0TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K
Fundraising Events1169294FundraisingEvents
All Other Contributions7475AllOtherContributions
Noncash Contributions128680NoncashContributions
Total Contributions1176769TotalContributions

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column126166TotalRevenueColumn
Exclusion$126,166ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities3311521Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities3340477Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities-28956Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column-28956TotalRevenueColumn
Related Or Exempt Function Income-28956RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Gross Income Fundraising Events313132GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events1169294CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses242883FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column70249TotalRevenueColumn
Exclusion$70,249ExclusionAmount

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column1344228TotalRevenueColumn
Related Or Exempt Function Income-28956RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$196,415ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total798500Total
Program Services798500ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total117000Total
Program Services29250ProgramServices
Management And General5850ManagementAndGeneral
Fundraising81900Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total15600Total
Program Services3900ProgramServices
Management And General780ManagementAndGeneral
Fundraising10920Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total13731Total
Program Services3432ProgramServices
Management And General687ManagementAndGeneral
Fundraising9612Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total7159Total
Program Services1790ProgramServices
Management And General358ManagementAndGeneral
Fundraising5011Fundraising

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total12800Total
Management And General12800ManagementAndGeneral

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total25417Total
Management And General25417ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total21304Total
Program Services5326ProgramServices
Management And General1065ManagementAndGeneral
Fundraising14913Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total4398Total
Program Services1056ProgramServices
Management And General1671ManagementAndGeneral
Fundraising1671Fundraising

Travel Travel

FieldValueIRS element (for citing)
Total1703Total
Program Services511ProgramServices
Management And General85ManagementAndGeneral
Fundraising1107Fundraising

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total4696Total
Program Services1643ProgramServices
Management And General1550ManagementAndGeneral
Fundraising1503Fundraising

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total1098Total
Management And General1098ManagementAndGeneral

Other Expenses OtherExpenses (5 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
MISCELLANEOUS891644546363835
POSTAGE AND DELIVERY361610843622170
TELEPHONE361310845421987
PRINTING1136568170398
BOOKS AND SUBSCRIPTIONS184184

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total1040871Total
Program Services848589ProgramServices
Management And General57071ManagementAndGeneral
Fundraising135211Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY200BOY
EOY200EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY2935931BOY
EOY2062862EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY59000BOY
EOY26100EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY10000BOY
EOY10000EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis13883LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec12451LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY2529BOY
EOY1432EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY3703467BOY
EOY4672424EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY6711127BOY
EOY6773018EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY34063BOY
EOY35167EOY

Grants Payable GrantsPayable

FieldValueIRS element (for citing)
BOY1184282BOY
EOY477000EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY55000BOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY1273345BOY
EOY512167EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY1962198BOY
EOY2645757EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY560584BOY
EOY700094EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY2915000BOY
EOY2915000EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY5437782BOY
EOY6260851EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY6711127BOY
EOY6773018EOY
FieldValueIRS element (for citing)
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement SeparateXFinancialStatementSeparate
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years1687817CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years1567966CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years1485376CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year1120571CurrentTaxYearMinus1Year
Current Tax Year1176769CurrentTaxYear
Total7038499Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years1687817CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years1567966CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years1485376CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year1120571CurrentTaxYearMinus1Year
Current Tax Year1176769CurrentTaxYear
Total7038499Total
FieldValueIRS element (for citing)
Public Support Total1707038499PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years319065CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years473979CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years542578CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year218684CurrentTaxYearMinus1Year
Current Tax Year126166CurrentTaxYear
Total1680472Total
FieldValueIRS element (for citing)
Total Support8718971TotalSupport
Gross Receipts From Admissions Etc1907734GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage1700.80730PublicSupportPertcentage170
Public Support Pertcent Prior Year0.83940PublicSupportPertcentPriorYear
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

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance4640343BeginningOfYearBalance
Investment Earnings Or Losses394305InvestmentEarningsOrLosses
End Of Year Balance5034648EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance5273980BeginningOfYearBalance
Investment Earnings Or Losses-308637InvestmentEarningsOrLosses
Grants Or Scholarships325000GrantsOrScholarships
End Of Year Balance4640343EndOfYearBalance
FieldValueIRS element (for citing)
Board Designated EOY Balance0.29000BoardDesignatedEOYBalance
Permanent Endowment EOY Balance0.58000PermanentEndowmentEOYBalance
Term Endowment EOY Balance0.13000TermEndowmentEOYBalance
Endowments Held By Unrelated Orgs0EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs0EndowmentsHeldByRelatedOrgs

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis13883OtherCostOrOtherBasis
Depreciation12451Depreciation
Book Value1432BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings1432TotalOfBookValueLandBuildings

Other Securities OtherSecurities (3 entries)

DescriptionDescriptionBook ValueBookValueMethod Of ValuationMethodOfValuation
Cash and Certificates of deposits1792257F
Equities2127434F
Fixed Income752733F
FieldValueIRS element (for citing)
Total Of Book Value Securities4672424TotalOfBookValueSecurities
Total Revenue1344228TotalRevenue
Total Expenses1040871TotalExpenses
Excess Or Deficit For Year303357ExcessOrDeficitForYear
Net Unrealized GL On Investments519712NetUnrealizedGLOnInvestments
Total Adjustments519712TotalAdjustments
Excess Or Deficit Per FS823069ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt1881140TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments519712NetUnrealizedGainsInvestments
Donated Srvc And Use Of Facilities17200DonatedSrvcAndUseOfFacilities
Revenue Not Rptd F990536912RevenueNotRptdF990
Revenue Subtotal1344228RevenueSubtotal
Revenue Not Rptd On Fin Stmt0RevenueNotRptdOnFinStmt
Total Revenue Per Form9901344228TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt1058071TotExpensesEtcAuditedFinclStmt
Donated Services Use Of Facilities17200DonatedServicesUseOfFacilities
Expenses Not Rptd F99017200ExpensesNotRptdF990
Expenses Subtotal1040871ExpensesSubtotal
Expenses Not Rptd On Fin Stmt0ExpensesNotRptdOnFinStmt
Total Expenses Per Form9901040871TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV

FieldValueIRS element (for citing)
IdentifierPart V, Line 4:Identifier
Return ReferenceDescription of Intended Use of Endowment Funds:ReturnReference
ExplanationScholarships and general operating expensesExplanation

Schedule G IRS990ScheduleG

Events Information EventsInformation

FieldValueIRS element (for citing)
Name Of Event1ANNUAL BENEFIT DINNERNameOfEvent1
Gross Receipts Event11482427GrossReceiptsEvent1
Charitable Contributions Event11169294CharitableContributionsEvent1
Gross Revenue Event1313133GrossRevenueEvent1
Food And Beverage Event198492FoodAndBeverageEvent1
Entertainment Event1103900EntertainmentEvent1
Other Direct Expenses Event140491OtherDirectExpensesEvent1
Gross Receipts Total1482427GrossReceiptsTotal
Charitable Contributions Total1169294CharitableContributionsTotal
Gross Revenue Total Events313133GrossRevenueTotalEvents
Food And Beverage Total Events98492FoodAndBeverageTotalEvents
Entertainment Total Events103900EntertainmentTotalEvents
Other Direct Expenses Total Events40491OtherDirectExpensesTotalEvents
Direct Expense Summary Events242883DirectExpenseSummaryEvents
Net Income Summary70250NetIncomeSummary

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Recipient Table RecipientTable (34 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantPurpose Of GrantPurposeOfGrant
Bethel Recovery Center Inc
1037 Sylvan AvenueBridgeportCT066063057061337292501(c)(3)10000REDLINE Program
Bridgeport Catholic Elementary Schools
238 Jewett AvenuebridgeportCT066062845061323178501(c)(3)225000Scholarship and Tuition Assistance 2010-2011
Bridgeport Rescue Mission Inc
1088 Fairfield AvenuebridgeportCT066051116061362705501(c)(3)20000Food & Shelter for the Homeless
Cardinal Shehan Center
1494 Main StreetbridgeportCT06824061101081501(c)(3)45000After School, Saturday and Summer Camp Educational Programs
Caroline House Inc
574 Stillman StreetbridgeportCT06608061455101501(c)(3)9000Mother and Child Literacy Programs
Caroline House Inc
574 Stillman StreetbridgeportCT06608061455101501(c)(3)20000Mother and Child Literacy Programs
Carver Foundation of Norwalk Inc
7 Academy StreetnorwalkCT06850060862072501(c)(3)15000Academic After-School Program
Catholic Charities
24 Grassy Plain StreetbethelCT06801060653053501(c)(3)20000Morning Glory Breakfast Program
Child Guidance Center of Southern Connectic
196 Greyrock PlaceSTAMFORDCT069012006060712058501(c)(3)15000Developmental Evaluations andMental Health Services for Young children
Community Closet - Jewish Fed Eastern Ffld
4200 Park AvenuebridgeportCT06880060655499501(c)(3)15000Community Closet Program Director's Salary
Connecticut Center for Child Development
925 Bridgeport AvenueMILFORDCT06460061430015501(c)(3)5000The Right Start Program
Connecticut Center for Child Development
95 Wolf Harbor RoadMILFORDCT06461061430015501(c)(3)5000The Right Start Program
Dispute Settlement Center Inc
134 Old Ridgefield RoadWILTONCT06897223175868501(c)(3)5000Juvenile Mediation Program
Family ReEntry Inc
9 Mott Avenue Suite 104NorwalkCT068503330061196124501(c)(3)10000Champions Mentoring Program for Children of Prisoners
Groundwork Bridgeport Inc
510 Barnum AvenueBRidgeportCT066082432061556949501(c)(3)10000The Green Team
Handy Dandy Handyman Co
26 Shamrock DriveBrookfieldCT068041823320092917501(c)(3)6000Program Support
HSC - Appleby School Based Health Centers
One Park StreetNorwalkCT068514841066102160501(c)(3)7500Nathan Hale Middle School Mental Health Program
Kids in Crisis Inc
1 Salem StreetCos CobCT06807061027885501(c)(3)10000Safe Haven for Kids
Kolbe Cathedral High School
33 Calhoun PlaceBRidgeportCT066043403061560971501(c)(3)75000Scholarship and Tuition Assistance 2010-2011
Kolbe Cathedrtal High School
33 Calhoun PlaceBRidgeportCT06604061560971501(c)(3)10000Scholarship and Tuition Assistance 2010-2011
Malta House Inc
5 Prowitt StreetnorwalkCT06855061604710501(c)(3)15000Food & Shelter for Mothers and their newborn
McGivney Community Center Inc
PO Box 5220bridgeportCT066100220223059815501(c)(3)30000Academic After-School Program
McGivney Community Center Inc
PO Box 5220bridgeportCT066100220223059815501(c)(3)10000Academic After-School Program
Mercy Learning Center of Bridgeport Inc
637 Park AvenuebridgeportCT06604222859879501(c)(3)35000Literacy and Life Skills Tutoring Program for Marginalized Women
New Covenant House of Hospitality
90 Fairfield AvenuesTAMFORDCT06902060653053501(c)(3)20000Meals for the Homeless
Norwalk Emergency Shelter Inc
4 Merritt StreetnorwalkCT068543605222536909501(c)(3)10000Food & Shelter for the Homeless
Pivot Ministries Inc
485 Jane StreetbridgeportCT060839030060839030501(c)(3)5000Alcohol and Substance Abuse Recovery Program
Pro Bono Partnership Inc
237 Mamaroneck Avenue Suite 300white plainsCT061264823061264823501(c)(3)4000Pro Bono Business Legal Services
Regional YMCA of Western Connecticut
2 Huckleberry RoadbrookfieldCT066051610066051610501(c)(3)200002010 Summer Camp Subsidies
Shelter of the Cross Inc
18 Aaron B Samuels BoulevarddanburyCT223221915223221915501(c)(3)9000Food & Shelter for the Homeless
St Catherine Academy
760 Tahmore DrivefairfieldCT068252519060737923501(c)(3)60000Scholarship and Tuition Assistance 2010-2011
St Catherine Academy
760 Tahmore DrivefairfieldCT06825060737923501(c)(3)18000Scholarship and Tuition Assistance 2010-2011
Thomas Merton Center
43 Madison AvenuebridgeportCT06604060653053501(c)(3)15000Meals for the Homeless
Thomas Merton Center
43 Madison AvenuebridgeportCT06604060653053501(c)(3)10000Meals for the Homeless

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierOther Information:Identifier
Return ReferencePart IV:ReturnReference
ExplanationThe organization requires written grant proposals from applicants which include narrative about the applicant organization, detail of funding request, including the applicants 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 and the Foundation will randomly select a grantees report for auditExplanation

Schedule L IRS990ScheduleL

Form990 Schedule L Part IV Form990ScheduleLPartIV

Name Of Interested Person NameOfInterestedPerson

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1See Schedule OBusinessNameLine1
FieldValueIRS element (for citing)
Sharing Of Revenues0SharingOfRevenues

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTraded

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions2NumberOfContributions
Noncash Contribs Rptd F99017737NoncashContribsRptdF990
Method Of Determining RevenuesFMV on date contributedMethodOfDeterminingRevenues

Other Non Cash Contributions Table OtherNonCashContributionsTable

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
DescriptionItems for annual benefitDescription
Number Of Contributions5NumberOfContributions
Noncash Contribs Rptd F990128680NoncashContribsRptdF990
Method Of Determining RevenuesFMV on date contributedMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeld
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGifts
Third Parties Used0ThirdPartiesUsed

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (9 entries)

IdentifierIdentifierExplanationExplanation
Form 990, Part VI, Section A, line 2See Schedule L Part IV
Form 990, Part VI, Section A, line 6Those individuals holding the following titles within the bridgeport roman catholic diocesean corporation are members: bishop or administrator, vicar general, chancellor
Form 990, Part VI, Section A, line 7aMembers elect the directors of the corporation
Form 990, Part VI, Section B, line 11Form 990 was prepared by Blum Shapiro & Co, 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 12cThe Board affairs committee and the Foundation Director are responsible for ongoing review and compliance with conflict of interest policy.
Form 990, Part VI, Section B, line 15None of the voting members of the governing board receives compensation from the organization. The voting members of the governing body determine the compensation for the top management official.
Form 990, Part VI, Section C, line 19Organization's Governing Documents, Conflict of Interest Policy, Whistleblower Policy and audited financial statements are available on its website or upon request
Form 990, Part XI, Line 2c: Process has not changed from the prior year. The audit commitee of the board of directors is responsible for review of the financial statements of the organization and for approval of the results of the audit conducted by the outside 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: Bridgeport Catholic Elementary Schools $225,000 Cardinal Shehan Center $ 45,000 Catholic Charities of Fairfield County $ 20,000 Kolbe Cathedral High School $ 85,000 McGivney Community Center $ 40,000 New Covenant House of Hospitality $ 20,000 St. Catherine Academy $ 78,000 Thomas Merton House of Hospitality $ 25,000 Total $538,000 2. Rev. Msgr. Laurence Bronkiewicz, a Board Member of the Inner-City Foundation For Charity & Education, is Pastor of a Bridgeport Roman Catholic Diocesan Parish, and the Most Rev. William E. Lori is his ultimate supervisor. 3. Rev. Msgr. Kevin W. Wallin, a Board Member and Officer of the Inner-City Foundation For Charity & Education, is Pastor of a Bridgeport Roman Catholic Diocesan Parish, and the Most Rev. William E. Lori is his ultimate supervisor. Msgr. Wallin is also a member of the Board of Directors of the Bridgeport Catholic Elementary Schools. The Bridgeport Catholic Elementary Schools received Inner-City Foundation grants in the amount of $225,000. 4. 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 $65,000. 5. Joseph H. Miller, 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, an organization affiliated with the Bridgeport Roman Catholic Diocesan Corporation. Catholic Charities of Fairfield County received Inner-City Foundation grants totaling $65,000. 6. William J. Phelan, a Board Member of The Inner-City Foundation For Charity & Education, is a substantial donor to the Bridgeport Catholic Elementary Schools. The Bridgeport Catholic Elementary Schools received Inner-City Foundation grants in the amount of $225,000. 7. 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. 8. 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 and to Catholic Charities of Fairfield County. Organizations affiliated with the Bridgeport Roman Catholic Diocesan Corporation or Catholic Charities of Fairfield County received Inner-City Foundation grants totaling $538,000. 9. 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 an Inner-City Foundation grant in the amount of $15,000. 10. Teresa M. Ameen, a Board Member 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 $65,000.

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII

Name Of Disregarded Entity NameOfDisregardedEntity

FieldValueIRS element (for citing)
Business Name Line1See SCHEDULE OBusinessNameLine1
FieldValueIRS element (for citing)
Legal Domicile StateCTLegalDomicileState
Exempt Code Section501(c)(3)ExemptCodeSection
Public Charity StatusGEN0928PublicCharityStatus
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org1GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org0GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs0PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs0PerformOfServicesByOtherOrgs
Sharing Of Facilities1SharingOfFacilities
Sharing Of Paid Employees0SharingOfPaidEmployees
Reimbursement Paid To Other Org1ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org0OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (4 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolved
bridgeport roman catholic diocesan corporation
B538000
Bridgeport roman catholic diocesan corporation
M7200
bridgeport roman catholic diocesan corporation
O1531
Diocese serves as common paymaster for payroll and related expenses
O153490