Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
Thomaston Savings Bank Foundation Inc
 
Number and street (or P.O. box number if mail is not delivered to street address)PO Box 907
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Thomaston, CT06787
A Employer identification number

06-1483909
B Telephone number (see instructions)

(860) 283-4373
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$8,920,655
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 200,967
2 Check bullet.............
3 Interest on savings and temporary cash investments 390 390  
4 Dividends and interest from securities... 190,252 190,252  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 55,288
b Gross sales price for all assets on line 6a 727,965
7 Capital gain net income (from Part IV, line 2)... 55,288
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 446,897 245,930  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 4,500 2,250   2,250
b Accounting fees (attach schedule)....... 3,000 1,500   1,500
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 5,188 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 8,390 0   8,390
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 1,940 0   1,940
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 23,018 3,750   14,080
25 Contributions, gifts, grants paid....... 653,386 653,386
26 Total expenses and disbursements. Add lines 24 and 25 676,404 3,750   667,466
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -229,507
b Net investment income (if negative, enter -0-) 242,180
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 47,379 6,952 6,952
2 Savings and temporary cash investments......... 155,444 60,512 60,512
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 8,157,469 Click to see attachment8,853,191 8,853,191
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 8,360,292 8,920,655 8,920,655
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 8,360,292 8,920,655
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 8,360,292 8,920,655
30 Total liabilities and net assets/fund balances (see instructions). 8,360,292 8,920,655
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
8,360,292
2
Enter amount from Part I, line 27a .....................
2
-229,507
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
789,870
4
Add lines 1, 2, and 3 ..........................
4
8,920,655
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
8,920,655
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a T Rowe Price Real Estate Fund P 2019-12-31 2020-03-19
b T Rowe Price Real Estate Fund P 2019-01-01 2020-03-19
c Fidelity 500 Index Fund P 2019-01-01 2020-06-10
d JPMorgan Divers Mid Cap Growth Class I P 2019-01-01 2020-06-10
e Fidelity 500 Index Fund P 2019-01-01 2020-10-02
Capital Gains Dividends P    
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a     18,887 -18,887
b 264,772   408,723 -143,951
c 175,000   120,547 54,453
d 49,975   33,105 16,870
e 140,000   91,415 48,585
98,218     98,218
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       -18,887
b       -143,951
c       54,453
d       16,870
e       48,585
      98,218
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 55,288
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved
(b)
Reserved
(c)
Reserved
(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 3,366
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 3,366
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 3,366
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 6,761
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 6,761
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 3,395
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet3,395 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletCT
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletwww.thomastonsavingsbank.com
    14
    The books are in care ofbulletRebekah Stokes Telephone no.bullet (860) 283-1874

    Located atbullet203 Main StreetThomastonCT ZIP+4bullet06787
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    Stephen Lewis President & Trustee
    1.00
    0 0 0
    c/o the Foundation
    Thomaston,CT06787
    Rosemary Briglia Secretary
    1.00
    0 0 0
    c/o the Foundation
    Thomaston,CT06787
    Carrie Zimyeski Chairman & Trustee
    0.00
    0 0 0
    c/o the Foundation
    Thomaston,CT06787
    Rebekah Stokes Treasurer
    1.00
    0 0 0
    c/o the Foundation
    Thomaston,CT06787
    Thomas Parisot Trustee
    0.00
    0 0 0
    c/o the Foundation
    Thomaston,CT06787
    James Kaniewski Trustee
    0.00
    0 0 0
    c/o the Foundation
    Thomaston,CT06787
    Mark DiVenere Trustee
    0.00
    0 0 0
    c/o the Foundation
    Thomaston,CT06787
    David Carlson Trustee
    0.00
    0 0 0
    c/o the Foundation
    Thomaston,CT06787
    Susan Sadecki Trustee
    0.00
    0 0 0
    c/o the Foundation
    Thomaston,CT06787
    Richard Bushka Trustee
    0.00
    0 0 0
    c/o the Foundation
    Thomaston,CT06787
    Mark D Malley Trustee
    0.00
    0 0 0
    c/o the Foundation
    Thomaston,CT06787
    James Nichol Trustee
    0.00
    0 0 0
    c/o the Foundation
    Thomaston,CT06787
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    7,898,927
    b
    Average of monthly cash balances.......................
    1b
    131,357
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    8,030,284
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    8,030,284
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    120,454
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    7,909,830
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    395,492
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    395,492
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    3,366
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    3,366
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    392,126
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    392,126
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    392,126
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    667,466
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    667,466
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    667,466
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2019
    (c)
    2019
    (d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 392,126
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 208,419
    b From 2016...... 297,023
    c From 2017...... 262,246
    d From 2018...... 249,487
    e From 2019...... 236,256
    fTotal of lines 3a through e........ 1,253,431
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 667,466
    a Applied to 2019, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2020 distributable amount..... 392,126
    e Remaining amount distributed out of corpus 275,340
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 1,528,771
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...
    208,419
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
    1,320,352
    10 Analysis of line 9:
    a Excess from 2016.... 297,023
    b Excess from 2017.... 262,246
    c Excess from 2018.... 249,487
    d Excess from 2019.... 236,256
    e Excess from 2020.... 275,340
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    Rosemary Briglia
    203 Main Street
    Thomaston,CT06787
    (860) 283-4373
    bThe form in which applications should be submitted and information and materials they should include:
    Written one page budget; 501C3 Determination Letter; how funds will be used
    cAny submission deadlines:
    June 30
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    Boys & Girls Club of Bristol Family Center
    255 West Street
    Bristol,CT06010
        To provide annual funding for programs and services which the Boys & Girls Club Bristol Family Center delivers to its members. 15,000
    Warner Theatre
    68 Main Street
    Torrington,CT06790
        To provide funding in support of the Warner Theatres 22nd Annual Gala in May of 2020. 1,500
    Landmark Community Theatre
    PO Box 158
    Thomaston,CT06787
        To provide general support to the mission and operations of Landmark Community Theatre at the Thomaston Opera House. 15,000
    Chamber of Commerce of Northwest Connecticut Inc
    333 Kennedy Drive
    Torrington,CT06790
        To Provide a Corporate Partnership. 5,000
    Waterbury Regional Chamber
    83 Bank Street
    Waterbury,CT06721
        To provide a Premier Sponsorship for the Waterbury Regional Chamber's 130th Annual Meeting. 3,000
    Susan B Anthony Project Inc
    179 Water Street
    Torrington,CT06790
        To provide a sponsorship for the 16th annual Authors' Luncheon 2,500
    Farmington Community Chest
    Farmington Community Chest
    Farmington,CT06034
        To provide fuel assistance. 2,500
    Northwest Connecticut Arts Council
    40 Main St
    Torrington,CT06790
        To provide funding for the 2020 Give Local Leadership Match Circle. 1,000
    Boys & Girls Club of Greater Waterbury
    1037 East Main Street
    Waterbury,CT06705
        To provide assistance in funding the Club's Summer Enrichment Program and After-School Program. 20,000
    Boys & Girls Club of Bristol Family Center
    255 West Street
    Bristol,CT06010
        To provide annual funding for programs and services which the Boys & Girls Club Bristol Family Center delivers to its members. 15,000
    Our Lady of Mount Carmel Church
    785 Highland Avenue
    Waterbury,CT06708
        To assist in funding the celebration of the annual Feast of Our Lady of Mount Carmel. 2,500
    Five Points Center for the Visual Arts
    33 Main Street
    Torrington,CT06790
        To provide funding for the establishment of an Arts Center and Art Park on the former University of Connecticut Torrington Regional Campus. 5,000
    The Arc of Litchfield County Inc
    314 Main Street
    Torrington,CT06790
        To continue to provide funding which will enable LARC to repair, upgrade and improve the camp's facilities, offer new and improved recreational and developmental programs, and make Camp MOE a year-round facility that all individuals supported by LARC can enjoy. 20,000
    Bristol Hospital Foundation
    145 Queen Street
    Bristol,CT06010
        To provide funding in support of the Capital Campaign for Bristol Hospital's Emergency Center. 30,000
    St Marys Hospital Foundation Inc
    Gift Processing Center
    Hartford,CT06013
        To continue to provide funding in support of the Saint Mary's Hospital Foundation, Inc.'s Capital Campaign. 20,000
    Easterseals Rehabilitation Center of Greater Waterbury Inc
    22 Tompkins St
    Waterbury,CT06708
        To support the annual golf fundraising event to benefit programs and services provided by Easterseals of Greater Waterbury which serve the local community. 1,500
    Bristol Hospital Foundation
    145 Queen Street
    Bristol,CT06010
        To provide a sponsorship for the Bristol Hospital Ball. 2,500
    Connecticut Bar Foundation
    31 Pratt Street
    Hartford,CT06103
        To assist with the costs associated with the Connecticut Bar Foundation's 2020 Annual Reception andJames W. Cooper Fellows Meeting. 1,500
    Children's Community School
    31 Wolcott Street
    Waterbury,CT06702
        To provide support for the school's expansion project. 2,500
    Caring for Bethlehem Inc
    PO Box 5
    Bethlehem,CT06751
        Provide Support 1,500
    Zion Evangelical Lutheran Church
    27 Judd Street
    Bristol,CT06010
        Provide Support 1,500
    Susan B Anthony Project Inc
    179 Water Street
    Torrington,CT06790
        Provide Support 1,500
    Prime Time House
    836 Main street
    Torrington,CT06790
        Provide Support 1,500
    The Salvation Army - Litchfield Hills Service Unit
    855 Asylum Avenue
    Hartford,CT06105
        Provide Support 1,500
    St Vincent DePaul Mission of Waterbury Inc
    PO Box 1612
    Waterbury,CT06721
        Provide Support 1,500
    Veterans Strong Community Center
    111 No Main Street
    Bristol,CT06010
        Provide Support 1,500
    Town of Thomaston
    158 Main Street
    Thomaston,CT06787
        Provide Support 1,500
    Carolyn's Place
    137 Grandview Avenue
    Waterbury,CT06708
        Provide Support 1,500
    Town of Watertown Parks and Recreation Department
    61 Echo Lake Road
    Watertown,CT06795
        Provide Support 1,500
    Brian's Angels
    99 Summer Street
    Bristol,CT06010
        Provide Support 1,500
    Thomaston Community Pantry
    PO Box 324
    Thomaston,CT06787
        Provide Support 1,500
    Plymouth Community Food Pantry
    20 Dewey Ave
    Terryville,CT06786
        Provide Support 1,500
    Safe Haven of Greater Waterbury Inc
    29 Central Avenue
    Waterbury,CT06702
        Provide Support 1,500
    Waterbury Youth Services Inc
    83 Prospect Street
    Waterbury,CT06702
        Provide Support 1,500
    Brian O'Connell Homeless Project Inc
    74 Hilltop Rd
    Oakville,CT06779
        Provide Support 1,500
    Thy Eagle's Nest
    36 Townline Rd
    Wolcott,CT06716
        Provide Support 1,500
    City of Bristol
    111 North Main Street
    Bristol,CT06010
        Provide Support 1,500
    Our Savior Lutheran Church
    505 S Main St
    Thomaston,CT06787
        Provide Support 1,500
    For Goodness Sake Inc
    PO Box 2124
    Bristol,CT06010
        Provide Support 1,500
    Farmington Food Pantry Inc
    PO Box 84
    Farmington,CT06034
        Provide Support 1,500
    United Way of Greater Waterbury
    100 North Elm St
    Waterbury,CT06702
        To provide funding in support of the United Way's Annual Campaign. 5,000
    The ARC of Waterbury Inc
    1929 East Main Street
    Waterbury,CT06705
        To provide a general sponsorship, to assist in meeting the needs of the Waterbury ARC in their action to reopen. 2,500
    Diane Burr Memorial 5K Flag RunWalk
    Have to get
    Thomaston CT,CT06787
        To provide sponsorship of the Annual Diane Burr 5K Run/Walk. 2,000
    Landmark Community Theatre
    PO Box 158
    Thomaston,CT06787
        To provide general support to the mission and operations of Landmark Community Theatre at the Thomaston Opera House. 15,000
    Warner Theatre
    68 Main Street
    Torrington,CT06790
        To assist in funding the Warner Theatre's "Reimagining Campaign". 10,000
    The Palace Theater
    100 East Main Street
    Waterbury,CT06702
        To provide a general sponsorship in the wake of the COVID-19 pandemic. 2,500
    HUMAN RESOURCES AGENCY OF NEW BRITAININC
    180 Clinton Street
    New Britain,CT06053
        To provide fuel assistance. 2,500
    Rotary Club of Terryville
    PO Box 422
    Terryville,CT06786
        To provide fuel assistance. 2,500
    Rotary Club of Thomaston CT Inc
    PO Box 87
    Thomaston,CT06787
        To provide fuel assistance. 2,500
    Hill-Stead Museum
    35 Mountain Road
    Farmington,CT06032
        To provide sponsorship of the Museum's "From the Porch" entertainment series. 1,500
    Hospital for Special Care
    2150 Corbin Avenue
    New Britain,CT06053
        To assist in funding construction costs of a stand alone building to house clinical services to youth with autism. 2,500
    Caring for Bethlehem Inc
    PO Box 5
    Bethlehem,CT06751
        To provide fuel assistance. 2,500
    Bristol Hospital Foundation
    145 Queen Street
    Bristol,CT06010
        To provide sponsorship of the Centennial Celebration Online Auction in lieu of the Annual Ball. 2,500
    Central Connecticut Chambers of Commerce
    The Executive Suites
    Bristol,CT06010
        To provide funding for various sponsorships of Central Connecticut Chamber events. 4,500
    Town of Wolcott
    10 Kenea Ave
    Wolcott,CT06716
        To provide fuel assistance. 2,500
    United Way of West Central Connecticut
    440 North Main Street
    Bristol,CT06010
        To provide funding in support of the United Way's Annual Campaign. 3,000
    Farmington Community Chest
    Farmington Community Chest
    Farmington,CT06032
        To provide fuel assistance. 2,500
    The Salvation Army
    74 Central Avenue
    Waterbury,CT06702
        To provide fuel assistance. 2,500
    Friends of the Thomaston Opera House
    PO BOX 455
    Thomaston,CT06787
        To provide funding to assist in the ongoing restoration efforts for the Thomaston Opera House. 2,000
    Middlebury Elderly & Social Services
    1172 Whittemore Rd
    Middlebury,CT06762
        To provide fuel assistance. 2,500
    Bronc Callahan Community Fund
    PO Box 248
    Harwinton,CT06791
        To provide fuel assistance. 2,500
    Town of Watertown Parks and Recreation Department
    61 Echo Lake Road
    Watertown,CT06795
        To provide fuel assistance. 2,500
    United Way of Northwest Connecticut Inc
    333 Kennedy Drive Ste R101
    Torrington,CT06790
        To provide funding in support of the United Way of Northwestern Connecticut's annual campaign. 3,000
    St Marys Hospital Foundation Inc
    Gift Processing Center
    Hartford,CT06103
        To provide a Corporate gift in lieu of support for the Foundation's Annual Gala. 2,500
    The Arc of Litchfield County Inc
    314 Main Street
    Torrington,CT06790
        To provide a general sponsorship in lieu of sponsoring in person fundraisers. 2,500
    Naugatuck Valley Community College Foundation
    750 Chase Parkway
    Waterbury,CT06708
        To provide a $2,500 Manufacturing Education scholarship to a NVCC student. 2,500
    Morris Public Library
    PO Box 85
    Morris,CT06783
        To assist in funding the library's subscription to digital media. 1,500
    Plymouth Police Department
    80 Main Street
    Terryville,CT06786
        To fund the purchase of a hand held radar unit. 1,995
    National Society of the Daughters of the American Revolution Trumbull-Porte
    71 Cherry Ave
    Watertown,CT06795
        To assist in funding the ongoing efforts to repair and restore gravestones and landscaping in the Old Burying Ground. 1,000
    Harwinton Agricultural Society Inc
    150 Locust Rd
    Harwinton,CT06791
        To assist in funding the installation of a new paved exit road. 5,000
    Middlebury Volunteer Fire Department
    65 Tucker Hill Road
    Middlebury,CT06762
        To fund the purchase of one Scott Airpack. 8,513
    Wheeler Regional Family YMCA
    149 Farmington Ave
    Plainville,CT06062
        To assist in funding the salaries of the six extra counselors needed due to COVID-19. 3,000
    Lions Low Vision Center of Fairfield and New Haven Counties
    23 Barnabas Road Ste 212
    Hawleyville,CT06440
        To assist in funding low vision aids, devices and services provided to clients who suffer from low vision in the community. 1,500
    The Family Center
    One Pleasant Street
    Bristol,CT06010
        To fund the creation and production of 36 videos, the fees of the contracted creative professional, and materials for lessons and marketing expenses in support of the museum's virtual learning program. 3,500
    Theodore A Hungerford Memorial Museum
    Post Office Box 297
    Harwinton,CT06791
        To assist in funding electical system upgrades. 2,300
    Wolcott Volunteer Ambulance Association Inc
    PO Box 6066
    Wolcott,CT06716
        To fund the purchase of 400 N95 Respirator Masks. 2,500
    Town of Harwinton
    80 Bentley Drive
    Harwinton,CT06791
        To assist in funding the purchase and installation of mobile shelving. 2,500
    Region 5 Dive Team
    65 Tucker Hill Road
    Middlebury,CT06762
        To fund the purchase of 12 pair of fins, 6 lift bags and 6 masks. 3,102
    Watertown History Museum
    PO Box 853
    Watertown,CT06795
        To assist in funding the purchase of materials to safely store and preserve museum pieces including, 30 rare book storage boxes and accompanying support systems, 60 document cases for photo archival storage, 20 hanger covers for uniforms and textiles, 40 document case spacer boards and 2 units of acid-free tissue paper. 1,500
    Harwinton Volunteer Fire Department Inc
    158 Burlington Road
    Harwinton,CT06791
        To fund the purchase of 20 new masks with adapters, canisters and cartridges. 4,368
    Easterseals Rehabilitation Center of Greater Waterbury Inc
    22 Tompkins St
    Waterbury,CT06708
        To fund the purchase of 15 Diversity Book Sets, and 60 Lending Back Pack Kits. 2,850
    The Salvation Army - Litchfield Hills Service Unit
    855 Asylum Avenue
    Hartford,CT06105
        To fund the purchase of 72 gift cards for the purchase of back to school shoes for children. 2,000
    Keystone Partnership DBA Key Human Services
    1290 Silas Deane Highway
    Wethersfield,CT06109
        To assist in funding agency operating costs as well as the purchase of PPE supplies for both residents and staff. 2,250
    Junior Achievement of Southwest New England
    70 Farmington Avenue
    Hartford,CT06105
        To assist in funding programming which promotes financial literacy, workforce readiness, and entrepreneurship for students in the Waterbury school system. 1,000
    The Bridge Family Center Inc
    1022 Farmington Avenue
    West Hartford,CT06107
        To fund the purchase of 4 iPads. 1,000
    American Legion Post 195
    62 Bunker Hill Road
    Watertown,CT06795
        To assist in funding interior repairs to the Post. 2,000
    Literacy Volunteers of Greater Waterbury Inc
    267 Grand Street
    Waterbury,CT06702
        To fund the purchase of 50 student licenses, 1 instructor license, 100 headsets, 50 digital workbooks, plus shipping and handling to enhance online learning capabilities. 6,000
    Children's Community School
    31 Wolcott Street
    Waterbury,CT06702
        To fund the purchase of 1 Smartboard package which includes the Smartboard, instructor's computer and printer. 4,785
    Northwest Connecticut Arts Council
    40 Main St
    Torrington,CT06790
        To assist in funding the addition of three community based platforms to the organization's website. 1,750
    Mattatuck Museum
    144 West Main Street
    Waterbury,CT06702
        To assist in funding digitized school tours to area students in grades three, four and five. 2,500
    Town of Harwinton
    80 Bentley Drive
    Harwinton,CT06791
        To assist in funding the town's social services fund, which offers energy assistance and one time monthly rent/mortgage payments. 2,500
    Girl Scouts of Connecticut
    340 Washington St
    Hartford,CT06106
        To assist in funding the Girl Scout Leadership Experience for the Troop that meets at the Boys & Girls Club. 1,500
    Boys & Girls Club of Greater Waterbury
    1037 East Main Street
    Waterbury,CT06705
        To assist in funding the construction and installation of a new front reception area for the Club. 2,000
    Chamber of Commerce of Northwest Connecticut Inc
    333 Kennedy Drive
    Torrington,CT06790
        To Provide a Corporate Partnership. 5,000
    Environmental Learning Centers of Connecticut
    501 Wolcott Rd
    Bristol,CT06010
        Sustaining Corporate Membership for support of the ELCCT and their educational and Conservation initiatives. 2,500
    Neighborhood Housing Services of Waterbury
    193 Grand St 3rd Flr
    Waterbury,CT06702
        To assist in funding counseling services in the areas of first-time home buying, landlordism, financial literacy and foreclosure. 1,000
    The Arc of Litchfield County Inc
    314 Main Street
    Torrington,CT06790
        To provide funding for the outdoor space at LARC's new Autism Resource Center. 8,000
    Greater Waterbury Campership Fund
    c/o Republican American Newspaper
    Waterbury,CT06722
        To assist in funding camperships for underprivileged youth. 2,500
    The New England Carousel Museum Inc
    95 Riverside Avenue
    Bristol,CT06010
        To assist in funding the necessary repairs to the Museum's HVAC system. 2,000
    Woodbury Bethlehem Community Music Foundation
    PO Box 820
    Woodbury,CT06798
        To fund the ancillary services associated with the purchase of a piano which include moving, a dolly and climate control. 2,967
    Founders Congregational Church
    41 Birge Park Road
    Harwinton,CT06791
        To fund the purchase and installation of a new furnace. 2,000
    St Margaret Willow Plaza NRZ Assoc Inc
    60 Elmwood Avenue
    Waterbury,CT06710
        To fund the purchase of 16 folding chairs. 950
    Town of Harwinton
    80 Bentley Drive
    Harwinton,CT06791
        To assist in funding an outdoor concert and a BINGO event. 1,300
    Special Olympics of CT
    1459 S Britain Road
    Southbury,CT06488
        To provide funding for the annual Waterbury area Traditional Basketball Tournament. 1,500
    BSA Troop 52 chartered to The Union Congregational Church
    167 Buckingham Street
    Oakville,CT06779
        To fund the materials and labor needed to refurbish a utility trailer to be used by the Troop. 1,885
    Harwinton Fire Marshal's Office
    100 Bentley Drive
    Harwinton,CT06756
        To fund the purchase of (20) 10 year life smoke detectors, fire prevention materials, updated 2020 CT fire safety codes, fire investigation equipment and a new iPad. 1,250
    The Salvation Army
    19 Stearns St PO Box 471
    Bristol,CT06010
        To support the CAM Academy program which aims to bring creative arts and brass music instruction to the underprivileged youth of Bristol, free of charge. 5,000
    Greater Torrington Family Development Center
    21 Fern Dr
    Torrington,CT06790
        To fund the purchase of 2 new computers and the upgrade of 5 computers to Windows 10. 2,000
    New Beginnings (Our Savior Lutheran Church)
    505 South Main Street
    Thomaston,CT06787
        To assist in funding the purchase of new school clothing for children in need. 1,000
    First United Methodist Church of Torrington
    21 Fern Dr
    Torrington,CT06790
        To fund the purchase of 1 defibrillator. 1,383
    Landmark Community Theatre
    PO Box 158
    Thomaston,CT06787
        To fund the purchase and installation of 9 touch-less bathroom faucets, 11 touch-less soap and sanitizer dispensers, 3 ticket scanners and 1 disinfecting fogger machine sprayer. 8,325
    Thomaston Police Explorers
    158 Main Street
    Thomaston,CT06787
        To assist in funding the Police Explorer Program. 1,500
    Power Surge 4-H RoboticsCT 4-H Foundation
    PO Box 2
    Woodbury,CT06798
        To provide funding for half of a two year contract with Spectrum cable for internet access. 1,680
    The Arc of Litchfield County Inc
    314 Main Street
    Torrington,CT06790
        To fund the purchase of 2 backpack disinfectant fogger machines and 12 gallons of concentrated disinfectant. 1,544
    Bethlehem Ambulance Association
    83 Main Street South
    Bethlehem,CT06751
        To fund the purchase of 1 Vital Signs Monitor and 4 stethoscopes. 2,511
    The Salvation Army
    74 Central Avenue
    Waterbury,CT06702
        To fund the purchase of food and administrative support for shelter residents. 3,000
    Terryville Fire Department
    21 Harwinton Avenue
    Terryville,CT06786
        To fund the purchase of a thermal imaging camera. 5,129
    Bristol Brass and Wind Ensemble
    99 Summer St
    Bristol,CT06010
        To fund the purchase of a set of chimes. 2,000
    The ARC of Waterbury Inc
    1929 East Main Street
    Waterbury,CT06705
        To fund the purchase of a 3-D printer and Smart Board. 4,051
    Plymouth Fire Marshal's Office
    80 Main Street
    Terryville,CT06786
        To fund the purchase of 3 Apple iPads. 1,200
    The Palace Theater
    100 East Main Street
    Waterbury,CT06702
        To assist in funding the 2020-2021 Palace Theatre Tour Program. 1,500
    St Mary Magdalen School
    140 Buckingham St
    Oakville,CT06779
        To fund the purchase of Friendzy, a social and emotional learning program for students K through 8. 2,295
    WatertownOakville Veterans Council
    161 Colonial St
    Oakville,CT06779
        To assist in funding the purchase of name plaques, paint and a Kiosk to highlight the historical details of the Korean War to be erected at the Steel Brook Bridge to serve as a memorial. 1,000
    St John the Evangelist School
    760 Main Street
    Watertown,CT06795
        To fund the purchase of 3 kits to develop a live streaming remote learning process. 3,385
    The Bunker Hill Neighborhood Association Inc
    197 Bamford Ave
    Waterbury,CT06702
        To fund an additional entertainment performances during the summer series of 2021 for residents in the Bunker Hill area. 1,000
    Bristol Adult Resource Center Inc
    PO Box 726
    BRISTOL,CT06010
        To fund the printing and marketing of 200 calendars to fundraise for direct benefit to BARC's clients. 2,447
    Watertown First Robot Inc
    P O Box 642
    Watertown,CT06795
        To fund the purchase of 2 laptop computers. 1,667
    The Committee for a New Waterbury Inc
    158 Grand Street
    Waterbury,CT06702
        To fund the purchase of 314 books to be distributed to Waterbury youth in preschool through eighth grade. 1,197
    United Way of West Central Connecticut
    440 North Main Street
    Bristol,CT06010
        To fund the purchase of 100 backpacks and school supplies. 2,500
    The Morris Fire Company
    15 South Street
    Morris,CT06763
        To fund the purchase of a Rapid Attach Nozzle. 2,304
    Plymouth Community Food Pantry
    20 Dewey Ave
    Terryville,CT06786
        To fund the purchase of fresh milk for the pantry stock. 3,600
    White Memorial Conservation Center
    PO Box 368
    Litchfield,CT06759
        To assist in funding virtual programming expenses for the fourth quarter of 2020. 1,000
    Plymouth Parks & Recreation
    80 Main Street
    Terryville,CT06786
        To fund the purchase and installation of an "Away with Geese" deterrent system. 2,000
    Thomaston High School
    185 Branch Rd
    Thomaston,CT06787
        To assist in funding the purchase of a kiln. 2,000
    Waterbury Youth Services Inc
    83 Prospect Street
    Waterbury,CT06702
        To assist with costs associated with the Linking Academics to Life after-school program. 3,500
    Terryville Congregational Church
    233 Main Street
    Terryville,CT06786
        To provide funding in support of the meal program which provides free meals every-other month to residents of Eli Terry Retirement Community and Gosinski Park. 1,500
    American Legion Plymouth Post 20
    245 Main Street
    Terryville,CT06786
        To fund the purchase of 1 flag donation bin, accessory box and mounting hardware. 1,504
    Waterbury Symphony Orchestra
    160 Robbins Street
    Waterbury,CT06708
        To fund the purchase of music technology including 1 keyboard Kit, 1 keyboard bag, 2 microphones, 1 PA system, 1 metronome, 2 tuners, 1 laptop, 2 webcams, and Smart Music subscriptions for 3 teachers and 75 students. 3,167
    Railroad Museum of New England
    PO Box 400
    Thomaston,CT06787
        To assist in funding the cost of painting the station's rake and fascia boards . 3,000
    Greater Waterbury YMCA
    136 West Main Street
    Waterbury,CT06702
        To assist in funding the School Age Child Care pro 2,500
    Wellspring
    PO Box 370
    Bethlehem,CT06751
        To fund the purchase and installation of 1 SmartBoard. 4,563
    Hispanic Coalition of Greater Waterbury Inc
    135 East Liberty St
    Waterbury,CT06706
        To fund the purchase of a ten month supply of masks, hand sanitizer, disinfectant and shields. 620
    Lewis S Mills Band Boosters
    24 Lyon Rd
    Burlington,CT06013
        To provide funding to make up for lost fundraising revenue. 1,000
    Thomaston Volunteer Fire Department
    245 South Main St
    Thomaston,CT06787
        To fund the purchase of 1 thermal imaging camera. 4,495
    BAGS Foundation CT Inc
    135 East Liberty St
    Waterbury,CT06706
        To assist in funding the purchase of homework related supplies to support the Foundation's afterschool program. 400
    American Red Cross Connecticut Chapter
    209 Farmington Avenue
    Farmington,CT06032
        To assist in funding all Disaster Cycle Services in the towns served by Thomaston Bank. 2,500
    Terryville Plymouth Little League
    PO Box 191
    Terryville,CT06786
        To assist in funding the repairs to Janser Field which include regrading, leveling and the installation of drainage. 2,250
    Our Lady of Mount Carmel School
    645 Congress Avenue
    Waterbury,CT06708
        To assist in funding the purchase of 25 chrome books, software and charging station. 4,260
    Tri-town little League
    58 North Lake St
    Litchfield,CT06759
        To assist in funding the purchase of equipment, scholarships for youth in need, as well as the operational costs of the league. 2,500
    The Learning Center
    9 N Riverside Ave
    Terryville,CT06786
        To fund the purchase of 1 laptop, 1 Wi-Fi extender, 1 computer monitor, 1 HDMI cable, 1 AV adaptor, 1 webcam with microphone, 1 clip-on lapel microphone, upgraded internet service, and usage increase. 1,185
    Boys & Girls Club of Bristol Family Center
    255 West Street
    Bristol,CT06010
        To assist in funding the staffing needs, food needs and community projects at the Club's three sites in support of their Torch Club. 3,000
    Our Culture is Beautiful
    60 Brightwood Ave
    Torrington,CT06790
        To fund 10 Zoom sessions, 3 outside educational forums and 6 organizing and training sessions in support of cultural awareness and diversity. 2,000
    KidsPlay Children's Museum
    61 Main Street
    Torrington,CT06790
        To assist in funding the design of online learning programs as well as the materials for 250 Marker Kits. 2,500
    Town of Plymouth Human Services
    80 Main Street
    Plymouth,CT06786
        To fund the purchase of Adams gift cards and personal basic needs items for the Town's low income seniors. 2,500
    Police Activity League of Waterbury Inc (PAL)
    64 Division St
    Waterbury,CT06704
        To fund the purchase of 20 chrome books. 4,380
    Terryville High School Drama Club
    33 North Harwinton Ave
    Terryville,CT06786
        To fund the purchase of 10 microphone sets, 3 digital video kits, 2 video studio kits, 3 stage lights and 2 makeup airbrush kits. 1,428
    StayWell Health Center
    80 Phoenix Avenue
    Waterbury,CT06712
        To fund the purchase and installation of a card reader lock system. 1,750
    Middlebury Police Department
    200 Southford Road
    Middlebury,CT06762
        To fund the purchase of 1 portable radio with battery backup. 3,054
    Veterans of Foreign Wars Post 7330 Auxiliary
    85 Davis Street
    Oakville,CT06779
        To assist in funding the purchase of a new commercial range. 2,000
    Cub Scout Pack 364
    c/o St Maximilian Kolbe Parish Attn
    Scoutmaster
    Thomaston,CT06787
        To assist with income loss due to the inability to fundraise. 250
    Thomaston Public Library
    248 Main Street
    Thomaston,CT06787
        To fund the purchase of books in a variety of formats for the library collection. 2,000
    Environmental Learning Centers of Connecticut
    501 Wolcott Rd
    Bristol,CT06010
        To assist in funding the purchase of 63.9 acres of land for additional recreation, education and wildlife conservation. 5,000
    Greater Waterbury Interfaith Ministries Inc
    770 East Main Street
    Waterbury,CT06702
        To assist in funding the purchase of food and supplies needed to continue GWIM's feeding program, as operating costs continue to rise. 5,000
    Brian's Angels
    99 Summer Street
    Bristol,CT06010
        To fund hot meal distribution for the homeless population in the Bristol area. 3,000
    United Way of Greater Waterbury
    100 North Elm St
    Waterbury,CT06702
        To assist in funding support to households who are behind on rent and/or at risk for eviction due to income loss, related to COVID-19. 5,000
    Brass City Harvest Inc
    PO Box 11115
    Waterbury,CT06703
        To assist in funding the fresh food delivery service to area elderly, disabled and other low income individuals. 3,700
    HUMAN RESOURCES AGENCY OF NEW BRITAININC
    180 Clinton Street
    New Britain,CT06053
        To assist in funding HRA's emergency rental payment assistance program. 5,000
    The Salvation Army
    74 Central Avenue
    Waterbury,CT06702
        To assist in funding the purchase of food to stock the pantry. 3,000
    The Salvation Army
    19 Stearns St PO Box 471
    Bristol,CT06010
        To assist in the purchase of food to stock the pantry, as well as in funding financial assistance for rent, mortgage and utilities to ensure housing stabilization. 3,000
    The Salvation Army - Litchfield Hills Service Unit
    855 Asylum Avenue
    Hartford,CT06105
        To assist in funding financial assistance to households for rent, mortgage and utility costs in order to ensure housing stability. 3,000
    South Congregational Church aka Hopeville Church
    160 Piedmont Street
    Waterbury,CT06706
        To fund the weekend food pack program for elementary school students through the summer months. 900
    The Community Kitchen Of Torrington
    PO Box 852
    Torrington,CT06790
        To assist in funding the purchase of food, take out containers and PPE supplies, as well as staff salaries and utilities. 3,000
    Thomaston Community Pantry
    PO Box 324
    Thomaston,CT06787
        To assist in funding the purchase of cleaning supplies, PPEs and shelving. 2,500
    Brian O'Connell Homeless Project Inc
    74 Hilltop Rd
    Oakville,CT06779
        To assist in funding the purchase of toiletries and food items to be placed in bags to be distributed to area homeless population. 1,000
    Town of Harwinton
    80 Bentley Drive
    Harwinton,CT06791
        To assist in funding the purchase of food and supplies for the pantry. 2,000
    EdAdvance
    PO Box 909
    Litchfield,CT06759
        To assist in funding rental assistance, and the purchase of food and basic needs to low income individuals and homeless students. 5,000
    StayWell Health Center
    80 Phoenix Avenue
    Waterbury,CT06712
        To assist in funding walk up COVID-19 testing services in Waterbury. 2,750
    Prime Time House
    836 Main street
    Torrington,CT06790
        To assist in funding salaries to meet the need for increased staffing. 1,000
    FISHFriends in Service to Humanity of Northwestern CT Inc
    332 South Main Street
    Torrington,CT06790
        To assist in funding operational expenses, related to running the food pantry as well as the shelter. 6,000
    Veterans Strong Community Center
    111 No Main Street
    Bristol,CT06010
        To assist in funding the food pantry and contributing to the agency's overall operating expenses. 4,000
    Prudence Crandall Center Inc
    594 Burritt Street
    New Britain,CT06053
        To assist in funding the increased costs associated with operating the agency, including cleaning services, salaries, PPEs, technology, extra basic needs, building upgrades and the costs associated with housing clients off site. 5,000
    Caring for Bethlehem Inc
    PO Box 5
    Bethlehem,CT06751
        To assist in funding the purchase of a one year supply of community sourced milk. 2,496
    St Vincent DePaul Mission of Waterbury Inc
    PO Box 1612
    Waterbury,CT06721
        To assist in funding the purchase of new commercial refrigeration unit. 4,000
    CLICC Inc
    PO Box 4510
    Hamden,CT06514
        To fund the purchase of ten $200 grocery gift cards. 2,000
    Safe Families for Children Alliance
    PO Box 191
    Southbury,CT06488
        To assist in funding a program which hosts children, and provides support and services to families in crisis. 2,000
    The Salvation Army
    234 Oak Avenue PO Box 209
    Torrington,CT06790
        To assist in funding financial assistance for rent, mortgage and utilities, to ensure housing stability. 3,000
    Plymouth Volunteer Ambulance Corps Executive Board of Directors
    191 Main St
    Terryville,CT06786
        To assist in funding the purchase of a motorized stair chair. 1,000
    Plainville Community Food Pantry Inc
    54 South Canal Street
    Plainville,CT06062
        To assist in funding the purchase of food to stock the pantry. 5,000
    Chrysalis Center Inc
    255 Homestead Avenue
    Hartford,CT06132
        To assist in funding supportive housing and case management services to individuals who are homeless or at risk of homelessness. 2,500
    New Opportunities Inc
    232 North Elm Street
    Waterbury,CT06702
        To assist in funding the agency's rental assistance program. 5,000
    Grace Pantry
    736 King Street
    Bristol,CT06062
        To assist in funding the purchase of food and essential items to stock the pantry. 2,000
    The Agape House Inc
    43 School Street
    Bristol,CT06010
        To assist in funding the agency's operating expenses, to enable continued and future service to the area's homeless populations. 3,500
    Operation Fuel Inc
    75 Charter Oak Avenue
    Hartford,CT06106
        To provide funding for fuel assistance. 4,000
    Naugatuck Valley Project Inc
    16 Church Street
    Waterbury,CT06702
        To assist in funding the salaries of 2 part time staff positions for November and December ($4,000) and to assist in addressing the food, medicine, and housing insecurities of domestic workers, undocumented families, and homeless individuals in the region ($8,000). 2,500
    Hand To Hand Direct Care Ministry Inc
    465 North Main Street
    Bristol,CT06010
        To assist in funding the agency's operating expenses such as back rent, gasoline for transportation and the purchase of PPEs and other protective devices. 1,550
    Zion Evangelical Lutheran Church
    27 Judd Street
    Bristol,CT06010
        To assist in funding the purchase of personal care products which the agency will provide to its clients along with emergency food assistance, as well as to purchase PPEs for the agency's volunteers. 4,000
    Town of Plymouth Human Services Department
    80 Main Street
    Terryville,CT06786
        To assist in funding the purchase of grocery gift cards, gas cards and utility payments, as well as addressing the need for clothing and other essential needs which Plymouth/Terryville residents are facing. 5,000
    Northwest Family Farm Cooperative Inc
    276 Locust Rd
    Harwinton,CT06791
        To provide funding which will double SNAP dollar benefits at the Torrington farmers market, enabling recipients to shop for healthy food options. 3,000
    Thy Eagle's Nest
    36 Townline Rd
    Wolcott,CT06716
        To assist in funding the purchase of food to serve approximately 15 families in need. 1,000
    Harwinton West Side Volunteer Fire Company Inc
    199 Scoville Hill Road
    Harwinton,CT06791
        To fund the purchase of computer hardware for virtual training. 5,100
    Town of Watertown Parks and Recreation Department
    61 Echo Lake Road
    Watertown,CT06795
        To assist in funding the pantry's need for increased food supply to serve additional Watertown families. 601
    Total .................................bullet 3a 653,386
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........
        14 390  
    4 Dividends and interest from securities....     14 190,252  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 55,288  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 245,930 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    245,930
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    Thomaston Savings Bank Foundation Inc
     
    Employer identification number

    06-1483909
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    Thomaston Savings Bank Foundation Inc
     
    Employer identification number
    06-1483909
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    1
    Thomaston Savings Bank
     
    203 Main Street PO Box 907
     
    Thomaston, CT06787

    $ 200,967


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    Thomaston Savings Bank Foundation Inc
     
    Employer identification number

    06-1483909
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    Thomaston Savings Bank Foundation Inc
     
    Employer identification number

    06-1483909
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 AccountingFeesSchedule
    Name:
    Thomaston Savings Bank Foundation Inc
    EIN:
    06-1483909
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Audit and tax preparation 3,000 1,500   1,500

    TY 2020 InvestmentsOtherSchedule2
    Name:
    Thomaston Savings Bank Foundation Inc
    EIN:
    06-1483909
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    Mutual Funds FMV 8,853,191 8,853,191

    TY 2020 LegalFeesSchedule
    Name:
    Thomaston Savings Bank Foundation Inc
    EIN:
    06-1483909
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Legal and Consulting fees 4,500 2,250   2,250


    TY 2020 OtherExpensesSchedule
    Name:
    Thomaston Savings Bank Foundation Inc
    EIN:
    06-1483909
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Advertising & marketing 1,218 0   1,218
    Printing and Office Supplies 672 0   672
    Postage 50 0   50


    TY 2020 OtherIncreasesSchedule
    Name:
    Thomaston Savings Bank Foundation Inc
    EIN:
    06-1483909
    Description Amount
    Change in fair value of investments 789,870


    TY 2020 TaxesSchedule
    Name:
    Thomaston Savings Bank Foundation Inc
    EIN:
    06-1483909
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Taxes 5,188 0   0