2011-05-05T15:26:08-05:00 2010-06-30 BLUM SHAPIRO & COMPANY PC 2 ENTERPRISE DRIVE SHELTON CT 064844640 990 2009-07-01 061318337 THE INNER-CITY FOUNDATION FOR CHARITY & EDUCATION INC INNE 2034161363 238 JEWETT AVENUE BRIDGEPORT CT 06606 RICHARD T STONE 2034161363 2011-04-20 1 CHRISTOPHER A GALLO 2039442100 2009 2016-02-24 21:20:13Z Richard T Stone 238 JEWETT AVENUE BRIDGEPORT CT 06606 4927588 0 X www.innercityfoundation.org X 1991 CT To provide financial support to agencies and institutions whose programs serve at-risk children and families in Fairfield County 28 21 1 100 0 0 1120543 1176769 0 -528380 97210 87277 70249 679440 1344228 1497782 798500 0 157969 153490 0 135211 103886 88881 1759637 1040871 -1080197 303357 6711127 6773018 1273345 512167 5437782 6260851 To provide financial support to agencies and institutions whose programs serve at-risk children and families in Fairfield County. 0 0 848589 798500 ENHANCE AND STRENGTHEN EDUCATIONAL OPPORTUNITES AND INSTITUTIONS IN FAIRFIELD COUNTY, CONNECTICUT. PROVIDE SUPPORT AND COMMUNITY RESOURCES IN RESPONDING TO CHARITABLE OBJECTIVES. SUPPORTS AGENCIES WHOSE PROGRAMS SERVE THE NEEDS OF EDUCATIONALLY AND CULTURALLY DISADVANTED CHILDREN, ADULTS AND SENIOR CITIZENS LIVING IN FAIRFIELD COUNTY. 848589 1 1 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 1 1 1 1 0 0 0 0 1 0 0 0 1 0 0 1 1 0 0 0 0 0 1 1 0 0 0 28 21 1 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CT X X RICHARD STONE 2034161363 238 JEWETT AVENUE BRIDGEPORT CT 06606 X Most Rev William E Lori 1.00 X X 0 0 18296 Rev Msgr J Peter Cullen 1.00 X X 0 34966 -1587 Rev Msgr Wm J Scheyd 1.00 X X 0 32356 5472 William E MITCHELL 1.00 X X 0 0 0 William H BESGEN 1.00 X X 0 0 0 Joseph H MILLER 1.00 X X 0 0 0 Rev Msgr Kevin W Wallin 1.00 X X 0 29966 23631 Teresa M Ameen 1.00 X 0 0 0 Rev Msgr L R Bronkiewicz 1.00 X 0 34928 19791 AudREY DORNIER 1.00 X 0 0 0 Rev Msgr Thomas Driscoll 1.00 X 0 28089 -12508 Helen IX FitzPatrick 1.00 X 0 0 0 Sidney E Goodfriend 1.00 X 0 0 0 Thomas M Graham 1.00 X 0 0 0 Joyce HERGENHAN 1.00 X 0 0 0 Leah K LEBEC 1.00 X 0 0 0 Christopher G Martin Esq 1.00 X 0 0 0 RiCHARD J MATTEIS 1.00 X 0 0 0 NANCY B MATTHEWS ESQ 1.00 X 0 126298 18540 Lesley O'Connell 1.00 X 0 0 0 William J Phelan Esq 1.00 X 0 0 0 DeNNIS B POSTER 1.00 X 0 0 0 Cheryl A Rodriguez Esq 1.00 X 0 0 0 John S Santa 1.00 X 0 0 0 James V Schnurr 1.00 X 0 0 0 Sheryl Shaughnessey Esq 1.00 X 0 0 0 Jeanne Gallagher Terrile 1.00 X 0 0 0 Carolyn S Wiener 1.00 X 0 0 0 Richard T STONE 50.00 X 0 112488 28894 0 399091 100529 0 0 0 0 0 1169294 7475 128680 1176769 126166 126166 3311521 3340477 -28956 -28956 -28956 313132 1169294 242883 70249 70249 1344228 -28956 0 196415 798500 798500 117000 29250 5850 81900 15600 3900 780 10920 13731 3432 687 9612 7159 1790 358 5011 12800 12800 25417 25417 21304 5326 1065 14913 4398 1056 1671 1671 1703 511 85 1107 4696 1643 1550 1503 1098 1098 MISCELLANEOUS 8916 445 4636 3835 POSTAGE AND DELIVERY 3616 1084 362 2170 TELEPHONE 3613 1084 542 1987 PRINTING 1136 568 170 398 BOOKS AND SUBSCRIPTIONS 184 184 1040871 848589 57071 135211 200 200 2935931 2062862 59000 26100 10000 10000 13883 12451 2529 1432 3703467 4672424 6711127 6773018 34063 35167 1184282 477000 55000 1273345 512167 X 1962198 2645757 560584 700094 2915000 2915000 5437782 6260851 6711127 6773018 X 0 1 1 X 0 X 1687817 1567966 1485376 1120571 1176769 7038499 1687817 1567966 1485376 1120571 1176769 7038499 7038499 319065 473979 542578 218684 126166 1680472 8718971 1907734 0.80730 0.83940 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4640343 394305 5034648 5273980 -308637 325000 4640343 0.29000 0.58000 0.13000 0 0 13883 12451 1432 1432 Cash and Certificates of deposits 1792257 F Equities 2127434 F Fixed Income 752733 F 4672424 1344228 1040871 303357 519712 519712 823069 1881140 519712 17200 536912 1344228 0 1344228 1058071 17200 17200 1040871 0 1040871 Part V, Line 4: Description of Intended Use of Endowment Funds: Scholarships and general operating expenses ANNUAL BENEFIT DINNER 1482427 1169294 313133 98492 103900 40491 1482427 1169294 313133 98492 103900 40491 242883 70250 1 Bethel Recovery Center Inc 1037 Sylvan Avenue Bridgeport CT 066063057 061337292 501(c)(3) 10000 REDLINE Program Bridgeport Catholic Elementary Schools 238 Jewett Avenue bridgeport CT 066062845 061323178 501(c)(3) 225000 Scholarship and Tuition Assistance 2010-2011 Bridgeport Rescue Mission Inc 1088 Fairfield Avenue bridgeport CT 066051116 061362705 501(c)(3) 20000 Food & Shelter for the Homeless Cardinal Shehan Center 1494 Main Street bridgeport CT 06824 061101081 501(c)(3) 45000 After School, Saturday and Summer Camp Educational Programs Caroline House Inc 574 Stillman Street bridgeport CT 06608 061455101 501(c)(3) 9000 Mother and Child Literacy Programs Caroline House Inc 574 Stillman Street bridgeport CT 06608 061455101 501(c)(3) 20000 Mother and Child Literacy Programs Carver Foundation of Norwalk Inc 7 Academy Street norwalk CT 06850 060862072 501(c)(3) 15000 Academic After-School Program Catholic Charities 24 Grassy Plain Street bethel CT 06801 060653053 501(c)(3) 20000 Morning Glory Breakfast Program Child Guidance Center of Southern Connectic 196 Greyrock Place STAMFORD CT 069012006 060712058 501(c)(3) 15000 Developmental Evaluations andMental Health Services for Young children Community Closet - Jewish Fed Eastern Ffld 4200 Park Avenue bridgeport CT 06880 060655499 501(c)(3) 15000 Community Closet Program Director's Salary Connecticut Center for Child Development 925 Bridgeport Avenue MILFORD CT 06460 061430015 501(c)(3) 5000 The Right Start Program Connecticut Center for Child Development 95 Wolf Harbor Road MILFORD CT 06461 061430015 501(c)(3) 5000 The Right Start Program Dispute Settlement Center Inc 134 Old Ridgefield Road WILTON CT 06897 223175868 501(c)(3) 5000 Juvenile Mediation Program Family ReEntry Inc 9 Mott Avenue Suite 104 Norwalk CT 068503330 061196124 501(c)(3) 10000 Champions Mentoring Program for Children of Prisoners Groundwork Bridgeport Inc 510 Barnum Avenue BRidgeport CT 066082432 061556949 501(c)(3) 10000 The Green Team Handy Dandy Handyman Co 26 Shamrock Drive Brookfield CT 068041823 320092917 501(c)(3) 6000 Program Support HSC - Appleby School Based Health Centers One Park Street Norwalk CT 068514841 066102160 501(c)(3) 7500 Nathan Hale Middle School Mental Health Program Kids in Crisis Inc 1 Salem Street Cos Cob CT 06807 061027885 501(c)(3) 10000 Safe Haven for Kids Kolbe Cathedral High School 33 Calhoun Place BRidgeport CT 066043403 061560971 501(c)(3) 75000 Scholarship and Tuition Assistance 2010-2011 Kolbe Cathedrtal High School 33 Calhoun Place BRidgeport CT 06604 061560971 501(c)(3) 10000 Scholarship and Tuition Assistance 2010-2011 Malta House Inc 5 Prowitt Street norwalk CT 06855 061604710 501(c)(3) 15000 Food & Shelter for Mothers and their newborn McGivney Community Center Inc PO Box 5220 bridgeport CT 066100220 223059815 501(c)(3) 30000 Academic After-School Program McGivney Community Center Inc PO Box 5220 bridgeport CT 066100220 223059815 501(c)(3) 10000 Academic After-School Program Mercy Learning Center of Bridgeport Inc 637 Park Avenue bridgeport CT 06604 222859879 501(c)(3) 35000 Literacy and Life Skills Tutoring Program for Marginalized Women New Covenant House of Hospitality 90 Fairfield Avenue sTAMFORD CT 06902 060653053 501(c)(3) 20000 Meals for the Homeless Norwalk Emergency Shelter Inc 4 Merritt Street norwalk CT 068543605 222536909 501(c)(3) 10000 Food & Shelter for the Homeless Pivot Ministries Inc 485 Jane Street bridgeport CT 060839030 060839030 501(c)(3) 5000 Alcohol and Substance Abuse Recovery Program Pro Bono Partnership Inc 237 Mamaroneck Avenue Suite 300 white plains CT 061264823 061264823 501(c)(3) 4000 Pro Bono Business Legal Services Regional YMCA of Western Connecticut 2 Huckleberry Road brookfield CT 066051610 066051610 501(c)(3) 20000 2010 Summer Camp Subsidies Shelter of the Cross Inc 18 Aaron B Samuels Boulevard danbury CT 223221915 223221915 501(c)(3) 9000 Food & Shelter for the Homeless St Catherine Academy 760 Tahmore Drive fairfield CT 068252519 060737923 501(c)(3) 60000 Scholarship and Tuition Assistance 2010-2011 St Catherine Academy 760 Tahmore Drive fairfield CT 06825 060737923 501(c)(3) 18000 Scholarship and Tuition Assistance 2010-2011 Thomas Merton Center 43 Madison Avenue bridgeport CT 06604 060653053 501(c)(3) 15000 Meals for the Homeless Thomas Merton Center 43 Madison Avenue bridgeport CT 06604 060653053 501(c)(3) 10000 Meals for the Homeless Other Information: Part IV: The 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 audit See Schedule O 0 X 2 17737 FMV on date contributed X Items for annual benefit 5 128680 FMV on date contributed 0 0 0 Form 990, Part VI, Section A, line 2 See Schedule L Part IV Form 990, Part VI, Section A, line 6 Those individuals holding the following titles within the bridgeport roman catholic diocesean corporation are members: bishop or administrator, vicar general, chancellor Form 990, Part VI, Section A, line 7a Members elect the directors of the corporation Form 990, Part VI, Section B, line 11 Form 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 12c The 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 15 None 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 19 Organization'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. See SCHEDULE O CT 501(c)(3) GEN0928 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 bridgeport roman catholic diocesan corporation B 538000 Bridgeport roman catholic diocesan corporation M 7200 bridgeport roman catholic diocesan corporation O 1531 Diocese serves as common paymaster for payroll and related expenses O 153490