Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
UNION SAVINGS BANK FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)226 MAIN STREET
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
DANBURY, CT06810
A Employer identification number

06-1508286
B Telephone number (see instructions)

(203) 830-4200
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$10,465,482J 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) 226,200
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 230,640 230,640  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -34,380
b Gross sales price for all assets on line 6a 1,077,175
7 Capital gain net income (from Part IV, line 2)... 0
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........ 422,460 230,640  
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).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
12,700 0   12,700
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
4,000 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
292 0   292
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 16,992 0   12,992
25 Contributions, gifts, grants paid....... 485,098 437,275
26 Total expenses and disbursements. Add lines 24 and 25 502,090 0   450,267
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -79,630
b Net investment income (if negative, enter -0-) 230,640
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 394,958 458,740 458,740
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow   315,000    
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 24,887 0 0
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule)....... 8,596,580 Click to see attachment
List of Attached Documents:
// Content
10,006,742 		10,006,742
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
982 		Click to see attachment
List of Attached Documents:
// Content
0 		Click to see attachment
List of Attached Documents:
// Content
0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 9,332,407 10,465,482 10,465,482
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 9,332,407 10,465,482
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 9,332,407 10,465,482
30 Total liabilities and net assets/fund balances (see instructions). 9,332,407 10,465,482
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
9,332,407
2
Enter amount from Part I, line 27a .....................
2
-79,630
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
1,212,705
4
Add lines 1, 2, and 3 ..........................
4
10,465,482
5
Decreases not included in line 2 (itemize) right arrow
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
10,465,482
Form 990-PF (2023)
Form 990-PF (2023)
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 SALE OF SECURITIES P    
b CAPITAL GAINS DIVIDENDS P    
c
d
e
(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 1,074,395   1,111,555 -37,160
b 2,780     2,780
c
d
e
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       -37,160
b       2,780
c
d
e
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 -34,380
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
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 right arrow 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) 1 3,206
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 3,206
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 3,206
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 4,046
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 2,500
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 6,546
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 3,340
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow3,340 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowCT
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 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
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
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 addressright arrowN/A
14
The books are in care ofright arrowLAURA SZABLAK Telephone no.right arrow (203) 830-4200

Located atright arrow226 MAIN STDANBURYCT ZIP+4right arrow06810
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(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)? ......................
1a(5)
 
No
(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.) ...............
1a(6)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2023? .............
1d
 
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
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
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
 
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? .............................
6a
 
No
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?
7a
 
No
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? .........................
8
 
No
Part VII
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
LUCIE H VOVES CHAIR
1.00 		0 0 0
226 MAIN STREET
DANBURY,CT06810
MICHELLE KING SECRETARY
1.00 		0 0 0
226 MAIN STREET
DANBURY,CT06810
PAUL H BRUCE TREASURER/TRUSTEE
1.00 		0 0 0
226 MAIN STREET
DANBURY,CT06810
CYNTHIA C MERKLE RETIRED 83123 PRESIDENT/TRUSTEE
1.00 		0 0 0
226 MAIN STREET
DANBURY,CT06810
RAY BOA TRUSTEE
1.00 		0 0 0
226 MAIN STREET
DANBURY,CT06810
JEFFREY KILBERG TRUSTEE
1.00 		0 0 0
226 MAIN STREET
DANBURY,CT06810
JOHN BRIGHENTI TRUSTEE
1.00 		0 0 0
226 MAIN STREET
DANBURY,CT06810
SUSAN CERTOMA TRUSTEE
1.00 		0 0 0
226 MAIN STREET
DANBURY,CT06810
WANDA MCGARRY TRUSTEE
1.00 		0 0 0
226 MAIN STREET
DANBURY,CT06810
JASON GINSBERG TRUSTEE
1.00 		0 0 0
226 MAIN STREET
DANBURY,CT06810
LARRY PEREIRA TRUSTEE
1.00 		0 0 0
226 MAIN STREET
DANBURY,CT06810
HEATHER KATZ TRUSTEE
1.00 		0 0 0
226 MAIN STREET
DANBURY,CT06810
CHELEN REYES PRESIDENT/TRUSTEE
1.00 		0 0 0
226 MAIN STREET
DANBURY,CT06810
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...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
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.............right arrow0
Part VIII-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 VIII-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.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
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
9,250,233
b
Average of monthly cash balances.......................
1b
486,545
c
Fair market value of all other assets (see instructions)................
1c
158,025
d
Total (add lines 1a, b, and c).........................
1d
9,894,803
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
9,894,803
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
148,422
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
9,746,381
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
487,319
Part X
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 IX, line 6..................
1
487,319
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
3,206
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
3,206
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
484,113
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
484,113
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 XII, line 1 ...
7
484,113
Part XI
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
450,267
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
450,267
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 484,113
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 22,127
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022...... 52,693
f Total of lines 3a through e ........ 74,820
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 450,267
a Applied to 2022, 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 2023 distributable amount..... 450,267
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 33,846 33,846
(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 40,974
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		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 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		40,974
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022.... 40,974
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
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 IX, 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 XIV
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 right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
MICHELLE BONVICINI
225 MAIN STREET
DANBURY,CT06810
(203) 830-4200
bThe form in which applications should be submitted and information and materials they should include:
AN EXAMPLE OF THE GRANT APPLICATION IS ATTACHED TO THE 990-PF. THESE APPLICATIONS ARE AVAILABLE AT WWW.UNIONSAVINGS.COM. THEY MAY BE EMAILED TO THE FOUNDATION'S EMAIL ADDRESS OR MAILED TO PO BOX 647 DANBURY CT 06813-0647.
cAny submission deadlines:
JUNE 1ST TO AUGUST 31ST
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
GRANTS ARE RARELY APPROVED FOR : PUBLIC ENTITIES, MUNICIPALITIES, SECTARIAN ORGANIZATIONS, CAPITAL EXPENSES, OR MULT-YEAR REQUESTS. REQUESTS FROM INDIVIDUALS OR FROM ENDOWMENTS ARE ALSO RARELY GRANTED. IN ADDITION, ORGANIZATIONS AWARDED A 2022 GRANT ARE NOT ELIGIBLE TO APPLY IN 2023.
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
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

ABILITY BEYOND

4 BERKSHIRE BOULEVARD
BETHEL,CT06801 		NOT RELATED PC EXEMPT PURPOSES 100

ADVANCING CONNECTICUT TOGETHER

110 BARTHOLOMEW AVE SUITE 3050
HARTFORD,CT06106 		NOT RELATED PC EXEMPT PURPOSES 5,000

AFTER SCHOOL ARTS PROGRAM

PO BOX 15
WASHINGTON DEPOT,CT06794 		NOT RELATED PC EXEMPT PURPOSES 12,000

AMERICAN CANCER SOCIETY

270 PEACHTREE ST NW SUITE 1300
ATLANTA,GA30303 		NOT RELATED PC EXEMPT PURPOSES 25

ANIMAL WELFARE SOCIETY

46 HOLLAND ROAD
KENNEBUNK,ME04043 		NOT RELATED PC EXEMPT PURPOSES 3,000

ANN'S PLACE INC

80 SAW MILL ROAD
DANBURY,CT06810 		NOT RELATED PC EXEMPT PURPOSES 25,300

ANSONIA YOUTH CHEER

4 NANCY ROAD
ANSONIA,CT06401 		NOT RELATED PC EXEMPT PURPOSES 225

BBB FOUNDATION OF CT

29 BERLIN ROAD
CROMWELL,CT06416 		NOT RELATED PC EXEMPT PURPOSES 1,500

BECAUSE 4 PAWS

10 PROSPECT HILL ROAD
NEW MILFORD,CT06776 		NOT RELATED PC EXEMPT PURPOSES 400

BEDFORD AUDUBON SOCIETY

35 TODD ROAD
KATONAH,NY10536 		NOT RELATED PC EXEMPT PURPOSES 25

BIRTHRIGHT OF GREATER DANBURY

238 WHITE STREET
DANBURY,CT06810 		NOT RELATED PC EXEMPT PURPOSES 75

BOY SCOUT TROOP 29

201 MAIN STREET
FRANKLIN,MA02038 		NOT RELATED PC EXEMPT PURPOSES 75

BOYS & GIRLS CLUB OF RIDGEFIELD

41 GOVERNOR STREET
RIDGEFIELD,CT06877 		NOT RELATED PC EXEMPT PURPOSES 75

BROOKFIELD EDUCATION FOUNDATION

PO BOX 5047
BROOKFIELD,CT068045047 		NOT RELATED PC EXEMPT PURPOSES 150

BROOKFIELD HIGH SCHOOL

45 LONGMEADOW HILL ROAD
BROOKFIELD,CT06804 		NOT RELATED PC EXEMPT PURPOSES 2,000

BROOKFIELD SOCIAL SERVICES

100 POCONO ROAD
BROOKFIELD,CT06804 		NOT RELATED PC EXEMPT PURPOSES 25

BROOKFIELD VOLUNTEER FIRE DEPARTMENT

92 POCONO ROAD
BROOKFIELD,CT06804 		NOT RELATED PC EXEMPT PURPOSES 100

BUILDING NEIGHBORHOODS TOGETHER

570 STATE STREET
BRIDGEPORT,CT06604 		NOT RELATED PC EXEMPT PURPOSES 6,000

BURLINGTON CT LIONS CLUB

44 COVEY ROA
BURLINGTON,CT06013 		NOT RELATED PC EXEMPT PURPOSES 50

BUS INDUSTRY FOUNDATION OF WESTERN CT

1 IVES STREET
DANBURY,CT06810 		NOT RELATED PC EXEMPT PURPOSES 7,500

CAMELLA'S CUPBOARD

50 EAST STREET
NEW MILFORD,CT06776 		NOT RELATED PC EXEMPT PURPOSES 225

CANDLEWOOF DOG PARK

44 PICKETT DISTRICT ROAD
NEW MILFORD,CT06776 		NOT RELATED PC EXEMPT PURPOSES 50

CATHERINE VIOLET HUBBARD ANIMAL SANCTUARY

8 COMMERCE ROAD
NEWTOWN,CT06470 		NOT RELATED PC EXEMPT PURPOSES 50

CHADD

4221 FORBES BLVD SUITE 270
LANHAM,MD20706 		NOT RELATED PC EXEMPT PURPOSES 25

CJR

801 PULITZER HALL 2950 BROADWAY
NEW YORK,NY10027 		NOT RELATED PC EXEMPT PURPOSES 50

COCO'S ANIMAL RESCUE EFFORTS OF SEYMOUR

115 SILVERMINE ROAD
SEYMOUR,CT06483 		NOT RELATED PC EXEMPT PURPOSES 50

COMMUNITY SOUP KITCHEN OF TORRINGTON

220 PROSPECT STREET
TORRINGTON,CT06790 		NOT RELATED PC EXEMPT PURPOSES 125

CONNECTICUT JUNIOR REPUBLIC ASSOC INC

55 WILLIAM STREET
EAST HARTFORD,CT06108 		NOT RELATED PC EXEMPT PURPOSES 10,000

CONNOR SHEEHAN FUND

44 STARRS RIDGE ROAD
REDDING,CT06896 		NOT RELATED PC EXEMPT PURPOSES 125

CUB SCOUT PACK 31

56 FLORENCE STREET
MARLBORO,MA01752 		NOT RELATED PC EXEMPT PURPOSES 100

CULTURAL ALLIANCE OF WESTERN CONNECTICUT

256 MAIN STREET 2
DANBURY,CT06810 		NOT RELATED PC EXEMPT PURPOSES 5,000

DAILY BREAD FOOD PANTRY

25 WEST ST
DANBURY,CT06810 		NOT RELATED PC EXEMPT PURPOSES 5,650

DANBURY ANIMAL WELFARE SOCIETY

147 GRASSY PLAIN STREET
BETHEL,CT06801 		NOT RELATED PC EXEMPT PURPOSES 250

DANBURY GRASSROOTS ACADEMY

196 MAIN STREET
DANBURY,CT06810 		NOT RELATED PC EXEMPT PURPOSES 10,000

DANBURY OLD TIMERS'

PO BOX 1113
DANBURY,CT06813 		NOT RELATED PC EXEMPT PURPOSES 3,000

DANBURY POLICE ACTIVITIES LEAGUE

35 HAYESTOWN ROAD
DANBURY,CT06811 		NOT RELATED PC EXEMPT PURPOSES 15,000

DANBURY STUDENT AND BUSINESS CONNECTION

63 BEAVER BROOK ROAD
DANBURY,CT06810 		NOT RELATED PC EXEMPT PURPOSES 25

DANBURY WAR MEMORIAL

1 MEMORIAL DRIVE
DANBURY,CT06810 		NOT RELATED PC EXEMPT PURPOSES 150

DANBURY WESTERNERS

PO BOX 3828
DANBURY,CT06813 		NOT RELATED PC EXEMPT PURPOSES 1,500

DANBURY YOUTH SERVICES INC

91 WEST STREET
DANBURY,CT06810 		NOT RELATED PC EXEMPT PURPOSES 15,150

DOMINICAN COMMUNITY CENTER

42 SEAVERNS AVE
BOSTON,MA02130 		NOT RELATED PC EXEMPT PURPOSES 125

DOROTHY DAY HOSPITALITY HOUSE

11 SPRING STREET
DANBURY,CT06810 		NOT RELATED PC EXEMPT PURPOSES 50

EDITH WHEELER MEMORIAL LIBRARY

733 MONROE TURNPIKE
MONROE,CT06468 		NOT RELATED PC EXEMPT PURPOSES 800

EDUCATED CANINES ASSISTING WITH DISABILITIES

149 NEWFIELD ROAD
WINSTED,CT06098 		NOT RELATED PC EXEMPT PURPOSES 100

FAITH FOOD PANTRY

260 VICTORY HWY
WEST GREENWICH,RI02817 		NOT RELATED PC EXEMPT PURPOSES 3,000

FAMILIES NETWORK OF WESTERN CT INC

5 LIBRARY PLACE
DANBURY,CT06810 		NOT RELATED PC EXEMPT PURPOSES 15,100

FAMILY & CHILDREN'S AID

75 WEST STREET
DANBURY,CT06810 		NOT RELATED PC EXEMPT PURPOSES 100

FISH

269 PECK STREET
NEW HAVEN,CT06513 		NOT RELATED PC EXEMPT PURPOSES 25

FLANDERS NATURE CENTER & LAND TRUST

5 CHURCH HILL ROAD
WOODBURY,CT06798 		NOT RELATED PC EXEMPT PURPOSES 2,000

FRIENDS IN SERVICE TO HUMANITY

269 PECK STREET
NEW HAVEN,CT06513 		NOT RELATED PC EXEMPT PURPOSES 6,000

FRIENDS OF DANBURY MUSEUM & HISTORICAL SO

43 MAIN STREET
DANBURY,CT06810 		NOT RELATED PC EXEMPT PURPOSES 75

FRIENDS OF KAREN

118 TITICUS ROAD
NORTH SALEM,NY10560 		NOT RELATED PC EXEMPT PURPOSES 25

FRIENDS OF THE DANBURY MUSEUM AND HISTORICAL SOCIETY

15 MAIN STREET
DANBURY,CT06810 		NOT RELATED PC EXEMPT PURPOSES 75

FRIENDSLY HANDS FOOD BANK

50 KING STREET
TORRINGTON,CT06790 		NOT RELATED PC EXEMPT PURPOSES 50

GARDNER'S HOUSE INC

1229 ALBANY AVE
HARTFORD,CT06112 		NOT RELATED PC EXEMPT PURPOSES 50

GIFTS OF LOVE

571 FARMINGTON AVE
HARTFORD,CT06105 		NOT RELATED PC EXEMPT PURPOSES 3,000

GUIDING EYES FOR THE BLIND

611 GRANITE SPRINGS ROAD
YORKTOWN HEIGHTS,NY10598 		NOT RELATED PC EXEMPT PURPOSES 25

HAPPY LIFE ANIMAL RESCUE

550 NY-22
PAWLING,NY12564 		NOT RELATED PC EXEMPT PURPOSES 75

HEALING THE CHILDREN NORTHEAST

5528 219 KENT ROAD 20
NEW MILFORD,CT06776 		NOT RELATED PC EXEMPT PURPOSES 25

HELLENIC INITIATIVE

750 LEXINGTON AVE 9TH FLOOR
NEW YORK,NY10022 		NOT RELATED PC EXEMPT PURPOSES 25

HOUSATONIC HABITAT FOR HUMANITY

162 WHISCONIER RD
BROOKFIELD,CT06804 		NOT RELATED PC EXEMPT PURPOSES 10,125

HOUSATONIC RESOURCES RECOVERY AUTHORITY

162 WHISCONIER RD
BROOKFIELD,CT06804 		NOT RELATED PC EXEMPT PURPOSES 3,500

JANE DOE NO MORE

203 CHURCH STREET
NAUGATUCK,CT06770 		NOT RELATED PC EXEMPT PURPOSES 25

JERICHO PARTNERSHIP

13 ROSE STREET
DANBURY,CT06810 		NOT RELATED PC EXEMPT PURPOSES 75

JUNIOR ACHIEVEMENT OF GREATER FAIRFIELD COUNTY

835 MAIN STREET
BRIDGEPORT,CT06604 		NOT RELATED PC EXEMPT PURPOSES 25,050

KENT AFFORDABLE HOUSING

PO BOX 265
KENT,CT06757 		NOT RELATED PC EXEMPT PURPOSES 125

KENT LIBRARY ASSOC INC

32 N MAIN STREET
KENT,CT06757 		NOT RELATED PC EXEMPT PURPOSES 75

LATINO SCHOLARSHIP FUND

PO BOX 3355
DANBURY,CT06810 		NOT RELATED PC EXEMPT PURPOSES 2,500

LEAGUE OF WOMEN VOTERS OF CONNECTICUT

295 WASHINGTON AVE STE 2
HAMDEN,CT06518 		NOT RELATED PC EXEMPT PURPOSES 25

LIFE BAPTIST CHURCH

660 WASHINGTON STREET
DORCHESTER,MA02124 		NOT RELATED PC EXEMPT PURPOSES 175

LITERACY VOLUNTEERS ON THE GREEN

7 WHITTLESEY AVENUE PO BOX 366
NEW MILFORD,CT06776 		NOT RELATED PC EXEMPT PURPOSES 12,000

LIVING BEYOND BREAST CANCER

40 MONUMENT ROAD SUITE 104
BALA CYNWYD,PA19004 		NOT RELATED PC EXEMPT PURPOSES 75

LOAVES & FISHES HOSPITALITY HOUSE OF NM

320 SOUTHGATE COURT
LAS CRUCES,NM88005 		NOT RELATED PC EXEMPT PURPOSES 75

LOAVES & FISHES HOSPITATLITY HOUSE OF NM

PO BOX 2065
NEW MILFORD,CT06776 		NOT RELATED PC EXEMPT PURPOSES 3,000

MEALS ON WHEELS OF RIDGEFIELD

25 GILBERT ST 1
RIDGEFIELD,CT06877 		NOT RELATED PC EXEMPT PURPOSES 3,000

MISHKAN DAY CAMP

77 MT PLEASANT DRIVE
TRUMBULL,CT06611 		NOT RELATED PC EXEMPT PURPOSES 1,400

NAUGATUCK YMCA

284 CHURCH STREET
NAUGATUCK,CT06770 		NOT RELATED PC EXEMPT PURPOSES 50

NEW FAIRFIELD -SHERMAN ANIMAL WELFARE SOCIETY

223 CT-37
NEW FAIRFIELD,CT06812 		NOT RELATED PC EXEMPT PURPOSES 50

NEW MILFORD AFFORDABLE HOUSING

7 THOMAS LANE
NEW MILFORD,CT06776 		NOT RELATED PC EXEMPT PURPOSES 10,000

NEW MILFORD ANIMAL WELFARE SOCIETY

8 DODD ROAD
NEW MILFORD,CT06776 		NOT RELATED PC EXEMPT PURPOSES 125

NEW MILFORD FOOD BANK

2 PICKET DISTRICT ROAD
NEW MILFORD,CT06776 		NOT RELATED PC EXEMPT PURPOSES 75

NORTHWESTERN CONNECTICUT YMCA

259 PROSPECT STREET
TORRINGTON,CT06790 		NOT RELATED PC EXEMPT PURPOSES 10,250

NORWALK HOUSING FOUNDATION

24 MONROE STREET
NORWALK,CT06854 		NOT RELATED PC EXEMPT PURPOSES 10,000

NUVANCE HEALTH

670 STONELEIGH AVE
CARMEL,NY10512 		NOT RELATED PC EXEMPT PURPOSES 50,000

NYC SECOND CHANCE RESCUE

PO BOX 570701
WHITESTONE,NY11357 		NOT RELATED PC EXEMPT PURPOSES 50

OLIVER WOLCOTT LIBRARY

160 SOUTH ST
LITCHFIELD,CT06759 		NOT RELATED PC EXEMPT PURPOSES 5,100

OPEN DOORS

4 MERRITT STREET
NORWALK,CT06854 		NOT RELATED PC EXEMPT PURPOSES 5,625

PRATT NATURE CENTER

163 PAPER MILL ROAD
NEW MILFORD,CT06776 		NOT RELATED PC EXEMPT PURPOSES 10,100

PROSPECTOR THEATER

25 PROSPECT STREET
RIDGEFIELD,CT06877 		NOT RELATED PC EXEMPT PURPOSES 75

REGIONAL YMCA OF WESTERN CT

2 HUCKLEBERRY HILL ROAD
BROOKFIELD,CT06804 		NOT RELATED PC EXEMPT PURPOSES 20,000

RICHTER ASSOCATION FOR THE ARTS

100 AUNT HACK ROAD
DANBURY,CT06811 		NOT RELATED PC EXEMPT PURPOSES 175

RIDGEFIELD WORKSHOP FOR PERFORMING ARTS

424R MAIN STREET 2ND FLOOR
RIDGEFIELD,CT06877 		NOT RELATED PC EXEMPT PURPOSES 50

ROTARY INTERNATIONAL FOUNDATION

PO BOX 411
FAIRFIELD,CT06824 		NOT RELATED PC EXEMPT PURPOSES 250

SAINT GREGORY THE GREAT CHURCH

2215 DORCHESTER AVE
BOSTON,MA02124 		NOT RELATED PC EXEMPT PURPOSES 150

SCORE WESTERN CT

24 MAIN STREET
NEW MILFORD,CT06776 		NOT RELATED PC EXEMPT PURPOSES 2,500

SHELTON LITTLE LEAGUE

418 RIVER ROAD
SHELTON,CT06484 		NOT RELATED PC EXEMPT PURPOSES 425

SOUTHBURY FOOD BANK

88 MAIN STREET S
SOUTHBURY,CT06488 		NOT RELATED PC EXEMPT PURPOSES 5,625

ST JUDE CHILDREN'S RESEARCH HOSPITAL

313WASHINGTON STREET
NEWTOWN,MA02458 		NOT RELATED PC EXEMPT PURPOSES 225

ST VINCENT DE PAUL MISSION OF WATERBURY INC

114 BENEDICT STREET
WATERBURY,CT06706 		NOT RELATED PC EXEMPT PURPOSES 25

STEPPING STONES MUSEUM FOR CHILDREN

303 WEST AVE
NORWALK,CT06850 		NOT RELATED PC EXEMPT PURPOSES 10,000

SUSAN B ANTHONY PROJECT INC

179 WATER ST 1
TORRINGTON,CT06790 		NOT RELATED PC EXEMPT PURPOSES 75

THE AMERICAN FOUNDATION FOR SUICIDE PREVENTION

199 WATER STREET 11TH FLOOR
NEW YORK,NY10038 		NOT RELATED PC EXEMPT PURPOSES 200

THE ARC OF LITCHFIELD COUNTY

314 MAIN STREET
TORRINGTON,CT06790 		NOT RELATED PC EXEMPT PURPOSES 25

THE ARC OF THE FARMINGTON VALLEY

225 COMMERCE DRIVE
CANTON,CT06019 		NOT RELATED PC EXEMPT PURPOSES 5,000

THE CENTER FOR EMPOWERMENT AND EDUCATION

2 WEST STREET
DANBURY,CT06810 		NOT RELATED PC EXEMPT PURPOSES 12,500

THE CENTER FOR FAMILY JUSTICE

989 COMMONWEALTH AVE
BOSTON,MA02215 		NOT RELATED PC EXEMPT PURPOSES 10,000

THE EXCHANGE CLUB OF DANBURY

PO BOX 763
DANBURY,CT06813 		NOT RELATED PC EXEMPT PURPOSES 1,000

THE KIDS OF SUMMER FOUNDATION

2 LITCHFIELD DRIVE
AVON,CT06001 		NOT RELATED PC EXEMPT PURPOSES 25

THE LAST POST CAT SANCTUARY

95 BELDEN STREET
FALLS VILLAGE,CT06031 		NOT RELATED PC EXEMPT PURPOSES 50

THE LITTLE GUILD

285 SHARON-GOSHEN TURNPIKE
WEST CORNWALL,CT06796 		NOT RELATED PC EXEMPT PURPOSES 50

THE NEW AMERICAN DREAM FOUNDATION

132 MAIN STREET
DANBURY,CT06810 		NOT RELATED PC EXEMPT PURPOSES 3,000

THE RIDGEFIELD PLAYHOUSE

80 E RIDGE ROAD
RIDGEFIELD,CT06877 		NOT RELATED PC EXEMPT PURPOSES 7,500

THE SIMON FOUNDATION INC

120 RESCUE LANE
BLOOMFIELD,CT06002 		NOT RELATED PC EXEMPT PURPOSES 25

THE WHEELS PROGRAM OF GREATER NM INC

40 MAIN STREET
NEW MILFORD,CT06776 		NOT RELATED PC EXEMPT PURPOSES 25

TORRINGTON SOUP KITCHEN

220 PROSPECT STREET
TORRINGTON,CT06790 		NOT RELATED PC EXEMPT PURPOSES 5,625

TOWN OF LITCHFIELD - SOCIAL SERVICES FOR THEIR BACK TO SCHOOL COLLECTION (F

80 DOYLE ROAD
BANTAM,CT06750 		NOT RELATED PC EXEMPT PURPOSES 100

TOWN OF MONROE - PROJECT WARMTH

7 FAN HILL ROAD
MONROE,CT06468 		NOT RELATED PC EXEMPT PURPOSES 400

UNITED WAY OF WESTERN CT

301 MAIN STREET SUITE 2-5
DANBURY,CT06810 		NOT RELATED PC EXEMPT PURPOSES 25

VILLAGE CENTER FOR THE ARTS

12 MAIN STREET
NEW MILFORD,CT06776 		NOT RELATED PC EXEMPT PURPOSES 15,400

VILLAGE IMPROVEMENT SOCIETY

PO BOX 203
WASHINGTON DEPOT,CT06794 		NOT RELATED PC EXEMPT PURPOSES 5,000

WALNUT HILL COMMUNITY FOOD PANTRY

156 WALNUT HULL ROAD
BETHEL,CT06801 		NOT RELATED PC EXEMPT PURPOSES 475

WASHINGTON COMMUNITY FUND

1325 G ST NW 480
WASHINGTON,DC20005 		NOT RELATED PC EXEMPT PURPOSES 5,000

WATERBURY POLICE ACTIVITY LEAGUE

65 DIVISION STREET
WATERBURY,CT06704 		NOT RELATED PC EXEMPT PURPOSES 50

WCSU

181 WHITE STREET
DANBURY,CT06810 		NOT RELATED PC EXEMPT PURPOSES 2,500

WOODBURY LIONS CLUB FOUNDATION

281 MAIN STREET SOUTH
WOODBURY,CT06798 		NOT RELATED PC EXEMPT PURPOSES 50

YWCA OF GREATER NEW BRITAIN - BERLIN EQUITY ACTION TEAM

19 FRANKLIN SQUARE
NEW BRITAIN,CT06051 		NOT RELATED PC EXEMPT PURPOSES 150
Total .................................right arrow 3a 437,275
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-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 ........... 		         
4 Dividends and interest from securities ....     14 230,640  
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 -34,380  
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) .. 0 196,260 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
196,260
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-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 (2023)
Form 990-PF (2023)
Page 13
Part XVI
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
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 Firm's EIN SmallBullet
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Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
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
2023
Name of the organization
UNION SAVINGS BANK FOUNDATION INC
 
Employer identification number

06-1508286
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) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
UNION SAVINGS BANK FOUNDATION INC
  		Employer identification number
06-1508286
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
UNION SAVINGS BANK
 
PO BOX 647
 
DANBURY, CT06813

$ 226,200


(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) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
UNION SAVINGS BANK FOUNDATION INC
  		Employer identification number

06-1508286
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) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
UNION SAVINGS BANK FOUNDATION INC
  		Employer identification number

06-1508286
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) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
UNION SAVINGS BANK FOUNDATION INC
EIN:
06-1508286
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
AUDIT FEE 9,700 0   9,700
TAX PREPARATION FEE 3,000 0   3,000

TY 2023 InvestmentsCorpBondsSchedule
Name:
UNION SAVINGS BANK FOUNDATION INC
EIN:
06-1508286
Name of Bond End of Year Book Value End of Year Fair Market Value
MUTUAL FUNDS 10,006,742 10,006,742

TY 2023 OtherAssetsSchedule
Name:
UNION SAVINGS BANK FOUNDATION INC
EIN:
06-1508286
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
ACCRUED INTEREST RECEIVABLE 982 0 0


TY 2023 OtherExpensesSchedule
Name:
UNION SAVINGS BANK FOUNDATION INC
EIN:
06-1508286
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CT FILING FEE 50 0   50
QB SUBSCRIPTION FEE 242 0   242


TY 2023 OtherIncreasesSchedule
Name:
UNION SAVINGS BANK FOUNDATION INC
EIN:
06-1508286
Description Amount
UNREALIZED GAIN/(LOSS) ON INVESTMENTS 1,212,705


TY 2023 TaxesSchedule
Name:
UNION SAVINGS BANK FOUNDATION INC
EIN:
06-1508286
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAXES 4,000 0   0