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
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 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$9,193,885
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) 56,361
2 Check right arrow.............
3 Interest on savings and temporary cash investments 1,828 1,828  
4 Dividends and interest from securities... 215,006 215,006  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 214,810
b Gross sales price for all assets on line 6a 1,121,561
7 Capital gain net income (from Part IV, line 2)... 214,810
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........ 488,005 431,644  
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)......... 35,000 17,500   17,500
b Accounting fees (attach schedule)....... 4,600 2,300   2,300
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 31,616 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 178 0   178
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 71,394 19,800   19,978
25 Contributions, gifts, grants paid....... 742,849 742,849
26 Total expenses and disbursements. Add lines 24 and 25 814,243 19,800   762,827
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -326,238
b Net investment income (if negative, enter -0-) 411,844
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............. 90,644 117,761 117,761
2 Savings and temporary cash investments......... 41,269 25,347 25,347
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
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).......... 8,428,064 Click to see attachment
List of Attached Documents:
// Content
9,050,777
9,050,777
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 8,559,977 9,193,885 9,193,885
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...........    
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........ 8,559,977 9,193,885
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)..... 8,559,977 9,193,885
30 Total liabilities and net assets/fund balances (see instructions). 8,559,977 9,193,885
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
8,559,977
2
Enter amount from Part I, line 27a .....................
2
-326,238
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
960,146
4
Add lines 1, 2, and 3 ..........................
4
9,193,885
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
9,193,885
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 BLACKROCK STRATEGIC INCOME P 2023-01-01 2023-03-01
b CONESTOGA SMALL CAP P 2023-01-01 2023-03-01
c DODGE & COX INTERNATL STOCK P 2023-01-01 2023-03-01
d FIDELITY MID CAP INDEX FUND P 2023-01-01 2023-03-01
e GQG PARTNERS EMERG MARKETS P 2023-01-01 2023-03-01
HARDING LOEVNER INTL EQUITY P 2023-01-01 2023-03-01
HOTCHKIS & WILEY SML P 2023-01-01 2023-03-01
PGIM GLOBAL P 2023-01-01 2023-03-01
PIMCO RAE EMERGING P 2023-01-01 2023-03-01
PGIM GLOBAL P 2023-01-01 2023-03-31
PGIM GLOBAL P 2023-01-01 2023-05-09
BAIRD AGGREGATE P 2023-01-01 2023-05-31
BLACKROCK STRATEGIC INCOME P 2023-01-01 2023-05-31
DODGE & COX INTERNATL STOCK P 2023-01-01 2023-05-31
FIDELITY 500 INDEX FUND P 2022-01-01 2023-05-31
GQG PARTNERS EMERG MARKETS P 2023-01-01 2023-05-31
HARDING LOEVNER INTL EQUITY P 2023-01-01 2023-05-31
METROPOLITAN WEST P 2023-01-01 2023-05-31
PIMCO RAE EMERGING P 2023-01-01 2023-05-31
DODGE & COX INTERNATL STOCK P 2022-01-01 2023-08-28
FIDELITY 500 INDEX FUND P 2022-01-01 2023-08-28
GQG PARTNERS EMERG MARKETS EQ P 2022-01-01 2023-08-28
PIMCO RAE EMERGING MARKETS P 2022-01-01 2023-08-28
ARTISAN HIGH INCOME P 2022-01-01 2023-12-13
BLACKROCK STRATEGIC INCOME P 2022-01-01 2023-12-13
COHEN & STEERS INSTL P 2022-01-01 2023-12-13
DODGE & COX INTERNATL STOCK P 2022-01-01 2023-12-13
FIDELITY MID CAP INDEX FUND P 2022-01-01 2023-12-13
FIDELITY 500 INDEX FUND P 2022-01-01 2023-12-13
GQG PARTNERS EMERG MARKETS EQ P 2022-01-01 2023-12-13
HARDING LOEVNER INTL EQUITY PORT P 2022-01-01 2023-12-13
PIMCO RAE EMERGING P 2022-01-01 2023-12-13
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 180,000   185,662 -5,662
b 4,990   4,862 128
c 29,990   28,076 1,914
d 10,000   9,588 412
e 5,000   5,312 -312
10,000   9,546 454
14,990   14,528 462
156,869   161,629 -4,760
19,990   20,282 -292
499   518 -19
12   23 -11
14,990   15,527 -537
5,000   5,191 -191
9,990   9,384 606
65,000   34,153 30,847
25,000   24,517 483
20,000   18,651 1,349
14,990   15,706 -716
14,990   14,357 633
39,990   35,839 4,151
220,000   110,343 109,657
30,000   27,960 2,040
29,990   26,962 3,028
10,000   10,068 -68
10,000   10,272 -272
4,990   4,157 833
4,990   4,385 605
20,000   18,163 1,837
70,000   33,274 36,726
30,000   25,741 4,259
20,000   18,075 1,925
4,990   4,000 990
24,311     24,311
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       -5,662
b       128
c       1,914
d       412
e       -312
      454
      462
      -4,760
      -292
      -19
      -11
      -537
      -191
      606
      30,847
      483
      1,349
      -716
      633
      4,151
      109,657
      2,040
      3,028
      -68
      -272
      833
      605
      1,837
      36,726
      4,259
      1,925
      990
      24,311
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 2 214,810
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 5,725
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 5,725
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 5,725
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 20,760
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 20,760
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.......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 15,035
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow15,035 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 arrowwww.thomastonsavingsbank.com
14
The books are in care ofright arrowRebekah Stokes Telephone no.right arrow (860) 283-1874

Located atright arrow203 Main StreetThomastonCT ZIP+4right arrow06787
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
 
 
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
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...................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
8,698,668
b
Average of monthly cash balances.......................
1b
130,053
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
8,828,721
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
8,828,721
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
132,431
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
8,696,290
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
434,815
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
434,815
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
5,725
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
5,725
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
429,090
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
429,090
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
429,090
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
762,827
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
762,827
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 7 429,090
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...... 249,487
b From 2019...... 236,256
c From 2020...... 275,340
d From 2021...... 204,246
e From 2022...... 351,332
f Total of lines 3a through e ........ 1,316,661
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 762,827
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..... 429,090
e Remaining amount distributed out of corpus 333,737
5 Excess distributions carryover applied to 2023. 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 1,650,398
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) ...
249,487
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ......
1,400,911
10 Analysis of line 9:
a Excess from 2019.... 236,256
b Excess from 2020.... 275,340
c Excess from 2021.... 204,246
d Excess from 2022.... 351,332
e Excess from 2023.... 333,737
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:
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 (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

Veterans Strong Community Center

111 No Main Street
Bristol,CT06010
    To assist in funding the Veteran's Logistics Fund which will provide transportation for low income veterans to and from medical and other appointments. 2,500

Bristol Works Inc

PO Box 11 430 North Main Street
BRISTOL,CT06011
    To assist in funding the purchase of a video doorbell camera, access control, and camera security system. 3,500

Shepard Meadows Therapeutic Riding Center Inc

733 Hill St
Bristol,CT06010
    To assist in funding services in horsemanship, learning and therapy for those in need at the Center. 3,000

Farmington Food Pantry Inc

PO Box 84
Farmington,CT060340084
    To fund the purchase of personal care items to stock the pantry. 3,500

Farmington Land Trust

PO Box 1
Farmington,CT06034
    To assist in funding the restoration of the farm to create the Wilcox-Bushelly Homestead Environmental Center. 4,000

PARC Inc

28 E Maple Street
Plainville,CT06062
    To assist in funding programing including Camp Trumbull, Healthy Living, Adult Life Skills, and Aging with Disabilities. 3,000

Zion Evangelical Lutheran Church

27 Judd Street
Bristol,CT06010
    To fund the purchase of perishable and nonperishable food items for holiday meal kits as well as food and supplies to stock the food pantry and soup kitchen. 3,000

Hand To Hand Direct Care Ministry Inc

465 North Main Street
Bristol,CT06010
    To assist in funding materials to facilitate the organization of the Ministry's donations. 2,000

City of Bristol

111 North Main Street
Bristol,CT06010
    To assist in funding the costs associated with the summer youth athletics and activities at Cambridge Park, including uniforms, equipment, water, prizes and educational supplies. 3,500

City of Bristol

111 North Main Street
Bristol,CT06010
    To fund the purchase of smoke and CO detectors. 1,000

City of Bristol

111 North Main Street
Bristol,CT06010
    To assist in funding the purchase of full equipment and uniform items for cadets. 5,000

Healing Meals Foundation Corporation

PO Box 7223
Bloomfield,CT06002
    To assist in funding healing meals for people experiencing illness in the towns of Bristol and Farmington. 2,000

Nutmeg Symphony Orchestra

P O Box 2154
Bristol,CT06011
    To assist in funding a collaborative concert between the Nutmeg Symphony Orchestra and Bristol Eastern High School. 2,500

Covenant to Care for Children Inc

1477 Park Street Suite 2A
Hartford,CT06106
    To assist in funding the purchase and distribution of basic essential goods for children of families experiencing financial hardships. 1,000

Hill-Stead Museum

35 Mountain Rd
Farmington,CT06032
    To assist in funding the museum's Summer STEAM Program in collaboration with Farmington Continuing Education. 2,000

Boys & Girls Club of Bristol

255 West Street
Bristol,CT06010
    To fund the Summer Brain Gain camp program. 3,000

The Salvation Army

19 Stearns St PO Box 471
Bristol,CT06010
    To assist in funding 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

Bristol Veterans Council Inc

PO Box 2634 C/O Treasurer 1062
Burlington Ave
Bristol,CT060112634
    To assist in funding the purchase of U.S. flags to be placed on Veteran graves in Bristol and Forrestville. 2,000

United Way of West Central Connecticut

440 North Main Street Suite D
Bristol,CT06010
    To assist in funding the Kids In the Middle Programs for the 2023-2024 academic year. 3,000

The Family Center

One Pleasant Street
Bristol,CT06010
    To assist in supporting The Family Engagement Program for (1) year which will enable children of low-income families to join a variety of hands on and educational programs. 5,000

StrokeOT Inc

467 Cherry Brook Road
Canton,CT06019
    To fund the purchase of (3) SaeboStim Pro Neuromuscular Electrical Stimulation devices, (11) BodyPro Stability Disc Balance pad with pump and (1) Cando Graded Pinch Finger Exerciser Set. 1,000

East Farmington Volunteer Fire Department Inc

94 South Rd
Farmington,CT06032
    To fund the purchase of a Tractel Griphoist Rescue Kit. 5,000

Bristol Child Development Center

339 West Street
Bristol,CT06010
    To fund the purchase of 20 new prop boxes. 3,000

Prudence Crandall Center Inc

594 Burritt Street
New Britain,CT06053
    To assist in funding the counseling and housing services provided to victims of domestic violence in the Bristol area. 5,000

Operation PEACCE (Practicing Engineering and Competitive Cooperative E

750 Clark Avenue
Bristol,CT06010
    To assist in funding the purchase of Swerve drive specialties, Cancoder encoders and Falcon motors. 2,000

American Clock & Watch Museum

100 Maple Street
Bristol,CT06010
    To assist in funding the museum's website redesign. 3,000

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. 1,500

Bristol Recovery Club Inc

PO Box 322
Bristol,CT06010
    To fund the purchase of (1) flat top griddle. 3,500

Gloria Dei Lutheran Church

355 Camp Street
Bristol,CT06010
    To fund the purchase of food, diapers and wipes as well as two pop up tents. 1,000

St Vincent DePaul Mission of Bristol Inc

19 Jacobs St PO Box 1922
Bristol,CT060111922
    To assist in funding the purchase and installation of a security fence a the shelter. 3,000

Grace Pantry

736 King Street
Bristol,CT06010
    To assist in funding the purchase of perishable and non-perishable food and personal care items to stock the pantry. 2,000

The New England Carousel Museum Inc

95 Riverside Avenue
Bristol,CT06010
    To assist in funding the museum's summer educational programs for children. 3,000

Memorial Military Museum Inc

98 Summer Street PO Box 1231
Bristol,CT060111231
    To assist in funding the restoration of (2) leather flight jackets. 1,000

Bristol Historical Society

98 Summer St PO Box 1393
Bristol,CT060111393
    To assist in funding the digital recordings of historical stories. 1,000

Bristol Little League

PO Box 2524
Bristol,CT06010
    To assist in funding improvements to Peck Park Field. 3,000

Plymouth Police Department

80 Main Street
Terryville,CT06786
    To assist in funding the purchase of (1) cruiser mounted radar unit. 2,329

Wellspring

PO Box 370 21 Arch Bridge Road
Bethlehem,FL06751
    To assist in funding the purchase and installation of a keypad lock system. 2,000

The Arc of Litchfield County Inc

314 Main Street
Torrington,CT06790
    To assist in funding programming which will illuminate the customs and traditions of the African American and Native American cultures. 1,725

Our Savior Lutheran Church

505 South Main St
Thomaston,CT06787
    To fund the purchase of food, hygiene products and paper goods to stock the pantry shelves. 1,000

Bethlehem Land Trust Inc

PO Box 322
Bethlehem,CT06751
    To assist in funding the 2024 summer concert series, which includes charges for the entertainment, and advertising to promote the events. 2,500

Plymouth Volunteer Ambulance Corps - Board of Directors

191 Main Street PO Box 330
Terryville,CT06786
    To fund the purchase of medical supplies to create (2) trauma bags. 2,360

St Paul Lutheran Church

134 Main Street
Terryville,CT06786
    To fund the purchase of (1) storage shed (2) shelving units and (1) lock. 1,241

Quilts That Care Inc

Quilts That Care PO Box 166
Watertown,CT06795
    To assist in funding the purchase of sewing materials and equipment. 2,500

Litchfield Hills Northwest Elderly Nutrition Program

88 East Albert Street
Torrington,CT06790
    To assist in funding the fuel costs associated with meal delivery. 2,500

Thomaston Senior Center

158 Main St
Thomaston,CT06787
    To assist in funding the meals for seniors at the holiday party. 1,000

Thomaston Police Explorers

158 Main Street
Thomaston,CT06787
    To provide funding to offset expenses incurred in order to present the Thomaston Police Explorers Annual Car Show. 2,000

Troop 75 Boy Scouts Terryville

30 Michelle Lane
Thomaston,CT06787
    To fund the purchase of (4) cook kits, each containing a utensil set, a griddle and a troop cook kit. 1,000

The Community Kitchen Of Torrington

PO Box 852 220 Prospect St
Torrington,CT06790
    To fund the purchase of perishable and non perishable foods needed to prepare and serve meals at the soup kitchen. 3,000

National Society of the Daughters of the American Revolution Trumbull-Porte

81 Wolf Hill Rd
Watertown,CT06795
    To assist in funding the restoration and repair of gravestones in the Old Burying Ground. 1,500

Brian O'Connell Homeless Project Inc

74 Hilltop Rd
Oakville,CT06779
    To fund the purchase of supplies to create bags containing basic necessities for the homeless. 1,500

First Congregational Church of Plymouth

10 Park Street
Plymouth,CT06782
    To assist in funding repairs and upgrades to the handicap access ramp. 2,500

Town of Harwinton

80 Bentley Drive
Harwinton,CT06791
    To assist in funding the 13th Annual Hometown Holiday Event. 2,000

United Methodist Church of Watertown

305 Main Street
Watertown,CT06795
    To assist in funding the purchase and installation of emergency lighting fixtures and timers. 2,700

Lewis Mills Football Boosters

PO Box 1124
Burlington,CT06013
    To assist in funding the purchase of new helmets. 1,000

Railroad Museum of New England

PO Box 400 242 East Main Street
Thomaston,CT067870400
    To assist in funding the restoration of the east wall of the Thomaston Railroad Station. 5,000

Town of Harwinton

80 Bentley Drive
Harwinton,CT06791
    To assist in funding the town's emergency assistance fund. 1,500

Terryville Public Library

238 Main Street
Terryville,CT06786
    To assist in the funding and installation of an ADA compliant, custom built circulation desk. 3,000

Caring for Bethlehem Inc

PO Box 5
Bethlehem,CT06751
    To fund the purchase of food to stock the pantry shelves. 2,500

Woodbury Bethlehem Community Music Foundation

PO Box 820
Woodbury,CT06798
    To assist in funding the costs associated with producing various live performances including musician salaries, music, music licensing, guest performers, refreshments and venue fees. 2,000

GFWC Harwinton Womans Club

255 Whetstone Road
Harwinton,CT06791
    To fund the purchase of books to supply the Town's little free libraries. 500

The Salvation Army - Litchfield Hills Service Unit

855 Asylum Avenue
Hartford,CT06105
    To fund the voucher program for (72) pairs of new shoes for students in need. 2,000

Christmas Town Festival - Town of Bethlehem

PO Box 160
Bethlehem,CT06751
    To fund the purchase of three new creche figurines including the cost of shipping. 1,572

Plymouth Historical Society Inc

POBox 176 572 Main St
Plymouth,CT06782
    To fund the purchase of (1) Fireking firesafe cabinet. 895

Union Congregation Church of Oakville

167 Buckingham St
Oakville,CT06779
    To assist in funding the purchase and installation of a new hood vent and ductwork. 3,000

Thomaston Christmas Committee

PO Box 148
Thomaston,CT06787
    To provide funding in support of the program which provides holiday gifts and clothing to local children from families in need. 1,500

Warner Theatre

68 Main Street PO Box 1012
Torrington,CT06790
    To assist in funding vouchers and discounted tickets for the underserved population. 2,500

Plymouth Community Food Pantry

20 Dewey Ave
Terryville,CT06786
    To fund the purchase of milk, fresh eggs and nutritional drinks to stock the pantry. 4,500

Watertown History Museum

401 Main Street
Watertown,CT06795
    To assist with funding the installation of a waterproofing system for the museum's basement. 2,500

Holy Disciples Parish St Mary Magdal &St John the Evangelist

21 Academy Hill
Watertown,CT06795
    To assist in providing funding for the HomeFront, Inc. sponsorship. 1,500

Trinity Episcopal Church

220 Prospect Street
Torrington,CT06790
    To assist in funding the hood and fire suppression system installation in the kitchen. 2,500

Watertown Public Schools

61 Echo Lake Road
Watertown,CT06795
    To fund a musical performance for Middle and High School music students. 1,400

Terryville Congregational Church

233 Main Street
Terryville,CT06786
    To provide funding in support of the meal program which provides free meals to residents of Eli Terry Retirement Community and Gosinski Park. 1,500

American Red Cross Connecticut Chapter

209 Farmington Avenue
Farmington,CT06032
    To assist in funding the organization's emergency disaster relief fund. 2,500

Harwinton Agricultural Society Inc

150 Locust Rd
Harwinton,CT06791
    To assist in funding a new video surveillance system. 2,500

Town of Plymouth Human Services Department

80 Main Street
Terryville,CT06786
    To assist in funding the agency's emergency assistance fund. 3,000

Thomaston Historical Society

158 Main St
Thomaston,CT06787
    To assist in funding the purchase of shelving units as well as the historic property plaque project. 2,000

Swift Middle School

250 Colonial Street
Oakville,CT06779
    To fund the purchase of (30) sewing kits and a supply of felt. 1,300

Harwinton Historical Society

PO Box 84
Harwinton,CT06791
    To assist in funding the design, creation and installation of signage for the one-room schoolhouse and barn museum buildings. 2,000

Prime Time House

836 Main Street 836 Main Street
Torrington,CT06790
    To assist in funding the purchase of a transit van. 2,000

St Michael Ukrainian Catholic Church

35 Allen Street
Terryville,CT06786
    To assist with funding the preservation of artwork at the church. 2,500

Veterans of Foreign Wars Post 7330 Auxiliary

85 Davis Street
Oakville,CT06779
    To assist in funding updates to the agency's conference room, including new electrical wiring, the installation of a suspended ceiling, the purchase of a conference table and window treatments. 2,550

New Opportunities Inc

232 North Elm Street
Waterbury,CT06702
    To assist in funding vouchers. 2,500

KidsPlay Children's Museum

61 Main Street
Torrington,CT06790
    To assist in funding the purchase and installation of a water fountain and bottle filler. 2,500

Our Savior Lutheran Church- Garden of Eatin' co Robin Zordan

505 South Main St
Thomaston,CT06787
    To assist in funding the purchase of seeds and planting materials. 500

The Woodhall School

58 Harrison Lane
Bethlehem,CT06751
    To assist in funding the purchase and installation of a kiln. 2,500

The Rotary Club of Watertown Connecticut Foundation

120 Echo Lake Road P O Box 88
Watertown,CT06795
    To assist with repairs to the gazebo located at Crestbrook Golf Municipal Golf Course. 2,000

Harwinton Land Trust

PO Box 113
Harwinton,CT06791
    To assist in funding the purchase of materials to repair walkways, fencing materials, plants and trees, bees and a beehive as well as grounds keeping tools, 2,500

Town of Harwinton

80 Bentley Drive
Harwinton,CT06791
    To assist in funding Hoopla (an electronic book download subscription) for 7 - 8 months of usage. 1,000

Bethlehem Ambulance Association

83 Main Street South PO Box 401
Bethlehem,CT06751
    To fund the purchase of (1) Toughbook 33 MK2 computer. 4,090

Harwinton Ambulance Association

166 Burlington Road
Harwinton,CT06791
    To fund the purchase of (1) stair chairs. 4,750

Terryville Fire Department

21 Harwinton Avenue
Terryville,CT06786
    To assist in funding the purchase of pneumatic lifting bags and a master control kit. 5,000

Harwinton West Side Volunteer Fire Company Inc

199 Scoville Hill Road
Harwinton,CT06791
    To fund the purchase of (1) set of structural firefighting protective clothing. 4,000

Watertown Area Association for Special Citizens

87 Pleasant View St
Oakville,CT06779
    To fund social and educational activities for members with special needs. 3,500

Cub Scout Pack 364

c/o American Legion Post 22 Attn
Scoutmaster 211 Elm St
Thomaston,CT06787
    To assist in funding restoration to the troop's camping trailer. 1,000

EdAdvance

PO Box 909 355 Goshen Road
Litchfield,CT067590909
    To assist in funding the "Making the Move to Kindergarten" nights. 3,000

Thomaston Public Schools

185 Branch Road
Thomaston,CT06787
    To assist in funding the mentor program which matches high school mentees with elementary and middle school students. 1,500

Beacon Baptist Fellowship Church

200 Elm Street PO Box 193
Thomaston,CT06787
    To fund the purchase of a new refrigerator. 1,500

Saint Peter's - Trinity Church

160 Main Street
Thomaston,CT06787
    To assist in funding the purchase and installation of a ductless air conditioning unit. 3,000

Thomaston Volunteer Ambulance Corps Inc

237 South Main street
Thomaston,CT06787
    To assist in funding the purchase of a LUCAS device. 5,000

Greater Torrington Family Development Center

21 Fern Dr
Torrington,CT06790
    To fund the purchase of (6) sets of tables and chairs. 1,080

Terryville Fish and Game Club

21 Grove Street
Terryville,CT06786
    To assist in funding repairs to the dams at Middle and Upper Ponds. 1,000

Landmark Community Theatre

PO Box 158
Thomaston,CT06787
    To assist with funding the purchase of (1) laser projector and (1) short throw lens. 5,000

Harwinton Volunteer Fire Department Inc

158 Burlington Road
Harwinton,CT06791
    To fund the purchase of (1) thermal imager cameras. 3,175

New Beginnings

505 South Main Street
Thomaston,CT06787
    To assist in funding the purchase of school clothing for local children in need. 1,500

Rotary Club of Terryville

PO Box 422
Terryville,CT06786
    To assist in funding the purchase of American flags. 2,000

Lewis S Mills Band Boosters

24 Lyon Rd
Burlington,CT06013
    To fund the purchase of (6) QR scanners. 400

Theodore A Hungerford Memorial Museum

Post Office Box 297
Harwinton,CT06791
    To assist in funding assorted electrical upgrades. 1,975

Nutmeg Symphony Orchestra

P O Box 2154
Bristol,CT06011
    To assist in funding (3) Educational Children's Concerts. 2,500

Thomaston Volunteer Fire Department

245 South Main St
Thomaston,CT06787
    To assist in funding the purchase of a set of battery powered extrication tools. 4,000

Thomaston Ladies Choral Club

336 South St
Plymouth,CT06782
    To assist in funding the Annual Christmas Concert. 500

Thomaston Soccer Club Inc

PO Box 40
Thomaston,CT06787
    To assist in funding the purchase of new equipment.. 2,000

Water-Oak Post 5157 Auxiliary

PO Box 366 866 Thomaston Road
Watertown,CT06795
    To fund the purchase of (1) AED. 2,000

WatertownOakville Veterans Council

161 Colonial St
Oakville,CT06779
    To assist in funding the cost of enhancements to the Memorial day parade and other ceremonies to include certificates, plaques and flags. 1,000

Harwinton Youth Sports Association

PO Box 131
Harwinton,CT06791
    To assist in funding the purchase of new equipment. 1,000

Light Up Thomaston

158 Main St
Thomaston,CT06787
    To assist in funding the Light up Thomaston festivities. 2,000

St Mary Magdalen School

140 Buckingham St
Oakville,CT06779
    To assist in funding the purchase of chrome books. 2,000

Thomaston Public Library

248 Main Street
Thomaston,CT06787
    To assist in funding the purchase of archival boxes as well as the construction shelving in the storage cabinets. 1,000

American Legion Post 22

211 Elm St
Thomaston,CT06787
    To fund the purchase and installation of (1) entrance awning, as well as to fund bathroom renovations. 2,500

American Legion Post 195

62 Bunker Hill Road
Watertown,CT06795
    To assist in funding the purchase and installation of a new kitchen floor as well as repairs to cabinets. 2,500

Thomaston Community Pantry

PO Box 324
Thomaston,CT06787
    To fund the purchase of a new freezer and personal hygiene items to stock the pantry. 1,500

Plymouth Public Schools Terryville High School Music Department

33 North Harwinton Avenue
Terryville,CT06786
    To fund the purchase of (2) microphones with stands. 658

Girl Scouts of Connecticut Inc

340 Washington St
Hartford,CT06106
    To assist in funding memberships and camperships for girls in grades K-12. 1,500

McCall Behavioral Health Network

58 High Street
Torrington,CT06790
    To assist in funding breathwork therapy groups. 3,500

St John the Evangelist School

760 Main Street
Watertown,CT06795
    To assist in funding the purchase of Chromebooks. 2,000

Terryville Youth Soccer Club

PO Box 329
Terryville,CT06786
    To fund the purchase of items and equipment needed for the TOPS soccer program including (2) cases of field paint, (1) wet striper, (1) set of corner flags, portable goals and (20) jerseys. 1,497

Camp Mattatuck BSA

Mt Tobe Road
Plymouth,CT06782
    To fund the purchase of (1) mobile food warmer, (1) set of covered pans and supporting warmer boxes and trays. 2,280

South Congregational Church aka Hopeville Church

160 Piedmont Street
Waterbury,CT06706
    To fund the purchase of food to provide sustenance for food insecure children over the weekends during the school year. 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

New Opportunities Inc

232 North Elm Street
Waterbury,CT06702
    To assist in funding the purchase of vouchers for transportation, essential documentation or food. 2,000

Children's Community School

23 John Street
Waterbury,CT06708
    To fund the purchase and installation of updates to secure the exterior of the school and update the alarm system. 8,168

Wolcott Volunteer Ambulance Association Inc

PO Box 6066 48 Todd Road
Wolcott,CT06716
    To assist in funding the purchase of (1) Panasonic Toughbook. 1,000

Supportive Environmental Living Facility Inc

47 Pierpont Street
Waterbury,CT06708
    To fund the purchase and installation of a Wander Guard Management System. 2,800

Region 5 Dive Team

65 Tucker Hill Road
Middlebury,CT06762
    To assist in funding the purchase of an underwater metal detector. 1,125

McCall Behavioral Health Network

58 High Street
Torrington,CT06790
    To fund the purchase of (10) $250 gift cards. 2,500

Boys & Girls Club of Greater Waterbury Inc

1037 East Main Street
Waterbury,CT06705
    To fund the purchase and installation doors to the workout room. 3,900

Catholic Academy of Waterbury

386 Robinwood Rd
Waterbury,CT067082499
    To assist in funding the purchase of laptop computers. 1,700

United Way of Greater Waterbury Inc

123 Bank St 3rd Floor
Waterbury,CT06702
    To fund the purchase of (2) desktop computers. 1,600

Brass City Harvest Inc

PO Box 11115
Waterbury,CT06703
    To assist in funding the senior nutrition program. 2,500

Junior Achievement of Southwest New England Inc

70 Farmington Avenue
Hartford,CT06105
    To assist in funding the "JA Project Tomorrows" program which provides financial literacy, work readiness and entrepreneurship lessons to Waterbury students. 1,000

Police Activity League of Waterbury Inc (PAL)

64 Division St
Waterbury,CT06704
    To assist in funding the cost of a walk in refrigerator and freezer, as well as the purchase of a new single door commercial freezer. 2,500

Greater Waterbury Interfaith Ministries Inc

770 East Main Street
Waterbury,CT06702
    To assist in funding the purchase of food and paper goods, salaries and other pantry and soup kitchen expenses. 5,000

NEST

193 Grand St 3rd Flr
Waterbury,CT06702
    To assist in funding the Homeownership, Education and Loss Prevention Program. 3,000

Girl Scouts of Connecticut Inc

340 Washington St
Hartford,CT06106
    To assist in funding memberships and camperships for girls in grades K-12. 2,500

Flanders Nature Center & Land Trust

5 Church Hill Road
Woodbury,CT06798
    To assist in funding improvements to the Hetzel Refuge parking area. 1,600

New Foundations Inc

1776 Meriden Rd
Wolcott,CT06716
    To assist in funding the purchase of new living room furniture 2,200

Wolcott Volunteer Fire Department Company 2

58 North St
Wolcott,CT06716
    To assist in funding the purchase of rope and rescue equipment. 1,000

The Salvation Army

74 Central Avenue
Waterbury,CT06702
    To fund the purchase of fresh fruits and vegetables for shelter residents. 2,250

Holy Cross High School

587 Oronoke Road
Waterbury,CT06708
    To assist in funding the preparation and surfacing of the floors in the school's Science Academy. 4,500

Easterseals Rehabilitation Center of Greater Waterbury Inc

22 Tompkins St
Waterbury,CT06708
    To fund the purchase of (1) Visual Reinforcement Audiometry system. 3,000

Greater Waterbury YMCA

136 West Main Street
Waterbury,CT06702
    To assist in funding program supplies and special event costs for the Y at Berkley youth program. 2,500

Middlebury Volunteer Fire Department

65 Tucker Hill Road
Middlebury,CT06762
    To assist in funding the purchase of new Holmatro V Struts. 3,600

Wolcott Volunteer Fire Department Company 1

395 Central Avenue
Wolcott,CT06716
    To assist in funding the purchase of water supply equipment. 1,000

Special Olympics of CT

1459 S Britain Road
Southbury,CT06488
    To assist in funding for the annual Waterbury area Traditional Basketball Tournament. 1,500

BAGS Foundation CT Inc

541 Wolcott St
Waterbury,CT06705
    To assist in funding the youth mentorship program. 2,000

Waterbury Promise

236 Grand Street Suite 120
Waterbury,CT06702
    To assist in funding the agency's emergency fund. 3,000

Wolcott Citizens Against Substance Abuse Inc (CASA)

457 Boundline Rd
Wolcott,CT06716
    To assist in funding the risk topic awareness campaign presented to Seniors. 1,000

Wolcott Youth Services

9 Spring Rd
Prospect,CT06712
    To assist in funding activities, of the social activities planned for the STAR program. 1,000

Middlebury Elementary School PTO Inc

550 Whittemore Rd
Middlebury,CT06762
    To fund the purchase of raised garden beds, soil, stakes, fencing, organic seed and seed starting kits. 1,500

The Palace Theater

100 East Main Street
Waterbury,CT06702
    To assist in funding the 2023-2024 Palace Theatre Tour Program. 1,500

Thy Eagle's Nest

36 Townline Rd
Wolcott,CT06716
    To fund the purchase of (1) PA system, (4) cordless microphones, (5) microphone stands, (5) music stands, (5) book stands and (1) cordless charger. 2,470

Waterbury Youth Services Inc

83 Prospect Street
Waterbury,CT06702
    To assist with funding the costs associated with the Linking Academics to Life after-school program. 3,500

Brian Gibbons Homeless Outreach Program

227 Porter Hill Rd
Middlebury,CT06762
    To assist in funding the purchase of supplies for the area's homeless population. 2,500

Middlebury Police Department

200 Southford Road
Middlebury,CT06762
    To assist in funding of CIT training course and travel expenses for one officer. 4,034

The ARC of Waterbury Inc

1929 East Main Street
Waterbury,CT06705
    To assist in funding adaptive art equipment and standard art supplies to facilitate the Art Therapy by WARC program. 4,500

Mattatuck Museum

144 West Main Street
Waterbury,CT06702
    To assist in funding the expansion of the school tour program to area students. 6,675

Safe Haven of Greater Waterbury Inc

29 Central Avenue
Waterbury,CT06702
    To fund the purchase and installation of a commercial washing machine and dryer. 4,000

Wolcott Volunteer Fire Dept Company 3

PO Box 6036 2 Lyman Road
Wolcott,CT06716
    To assist in funding the purchase of a grip hoist. 1,000

Town of Wolcott

10 Kenea Ave
Wolcott,CT06716
    To assist in funding the repair and refurbishment of lockers. 1,000

The Bunker Hill Neighborhood Association Inc

Robert G Dorr President 96 Windsor
St
Waterbury,CT06708
    To assist in funding the summer concert series of 2024. 1,000

Our Lady of Mount Carmel School

645 Congress Avenue
Waterbury,CT06708
    To assist in funding the purchase and installation of (13) cameras and security upgrades. 5,000

St Vincent DePaul Mission of Waterbury

PO Box 1612
Waterbury,CT06721
    To assist in funding the cost of operations for the Food Pantry program. 2,500

Literacy Volunteers of Greater Waterbury Inc

267 Grand Street
Waterbury,CT06702
    To assist in funding the Adult Literacy Program for 20223/2024. 5,750

Evangelical Christian Church

1325 Watertown Avenue
Waterbury,CT06708
    To assist in funding the purchase of food specific to dietary needs of pantry clients. 3,000

St Vincent DePaul Mission of Waterbury

PO Box 1612
Waterbury,CT06721
    To assist in funding the support services provided by the shelter. 4,500

Acts 4 Ministry Inc

1713 Thomaston Avenue PO Box 4524
Waterbury,CT06704
    To fund the purchase of (1) laptop and (1) ring camera security system. 2,500

St Paul Catholic High School

1001 Stafford Avenue
Bristol,CT06010
    The Forever Falcons Gala isour largest fundraiser of theyear, and we are thrilled toinvite you to join us on Friday, March 10, 2023 for this year'sfestivities. This special eveningwill raise much-needed dollarsto help fund important advancement efforts like classroom technology, academic, athletic,and fine arts programs, as well as financial aid for deserving students. 2,500

Children's Community School

23 John Street
Waterbury,CT06708
    The most critical of funds this year would be for operating support. As in previous years, the pandemic has not allowed us to have special events to raise money for the school , year, we predict the same for the coming year.As with most organizations, the school's highest cost is staffing, the greatest use of funds to pay teachers, assistants, and other critical school staff (counselor). With the middle school expansion complete, our 2nd 8th grade class will graduate this June. The staffing needs and costs are higher than ever and we are now serving a greater number of children. 7,500

The Waterbury Worship Center Church

289 Chestnut Hill Ave
Waterbury,CT06704
    To fund the purchase of a commercial refrigerator for the Center's food pantry. 3,500

Connecticut Bar Foundation

31 Pratt Street Suite 420
Hartford,CT061031630
    Funding will support the Connecticut Bar Foundation's (CBF) 2022 Annual Reception & James Cooper Fellows meeting. CBF's mission is to (1) support access to legal aid services for those who cannot afford private counsel, (2) funds scholarships, based on financial need, for Connecticut students attending law schools in the state, and (3) develop and oversee programs to enhance the understanding and improvement of the law and legal institutions. Fellows sponsor projects and programs that enhance understanding of the role of law in society and promote the highest ideals of the legal system. 1,500

Safe Haven of Greater Waterbury Inc

29 Central Avenue
Waterbury,CT06702
    This grant will be used to support our 10th Annual Out of the Shadows Recognition Dinner. We will honor three members from our community with awards. Proceeds from this fundraising event will be used to help us to continue providing services to victim/survivors of domestic and sexual violence in our service area. 2,500

Town of Wolcott

10 Kenea Ave
Wolcott,CT06716
    Providing new Bullet Proof Vests to the Town Police Officers. Due to the recommended wear policy the Town of Wolcott follows, vests should be replaced every 5 years.At this time, the Town is experiencing a large amount of soon to expire vests. 3,000

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

Chamber of Commerce of Northwest Connecticut Inc

333 Kennedy Drive PO Box 59
Torrington,CT06790
    2023 Corporate Partner 5,000

St Vincent DePaul Mission of Bristol Inc

19 Jacobs St PO Box 1922
Bristol,CT060111922
    To assist in funding the purchase of a commercial freezer for the shelter. 4,000

Naugatuck Valley Community College Foundation

750 Chase Parkway
Waterbury,CT06708
    The NVCC Foundation will be hosting the Fourth Annual Leadership Breakfast supporting education on Thursday, May 4, 2023, beginning at 8:00 am. Net proceeds from this event will directly support the educational needs of NVCC students, including scholarships, emergency services, and the student food pantry. Although we are returning to safer times, our students are still recovering from the effects of the pandemic and rely on our support more than ever. We need to help our students finish college and begin careers that will help bring stability to their lives. 2,500

Greater Waterbury Campership Fund

c/o Republican American Newspaper
389 Meadow St PO Box 2090
Waterbury,CT067222090
    The Greater Waterbury Campership Fund is an independent 5013c organization, that volunteers to help raise money and send local children to camp. 3,000

Waterbury Regional Chamber

83 Bank Street 4th Floor
Waterbury,CT06721
    To provide a Premiere Sponsorship of the Chamber's 133rd Annual Meeting Luncheon. 3,000

Environmental Learning Centers of Connecticut

501 Wolcott Rd
Bristol,CT06010
    To assist in funding the Wallace Barnes Universally Accessible Nature Trail. 75,000

Environmental Learning Centers of Connecticut

501 Wolcott Rd
Bristol,CT06010
    To provide a Sustaining Sponsorship for annual support. 2,500

United Way of Greater Waterbury Inc

123 Bank St 3rd Floor
Waterbury,CT06702
    HomeWorks provides short-term rental subsidies for up to six months, along with a dedicated full time Career Navigator to provide case management and supportive services that include employment training, financial literacy education, life skills training and flexible funds assistance, such as childcare and transportation costs. The target population are those who are homeless or at risk of becoming homeless, including returning citizens. 5,000

Northwest Connecticut Arts Council

40 Main St Suite 1
Torrington,CT06790
    Your leadership match will be used to match funding for our Spring Appeal through the Give Local campaign. TBS will also be presented as our sponsor in the following ways throughout the year: Logo listed on Give Local campaign site. Funds matched by individual donors. Logo on printed monthly events calendar. 300-500 copies/month. Logo on Appeal letters- 700 mailed/1500 emails. Logo and link on website. Logo and link on weekly email newsletter, 1500 recipients/week. Name on letterhead and all acknowledgements. (Average 600+ letters/year). Logo on our annual report. 1,000

United Way of Northwest Connecticut Inc

333 Kennedy Drive Ste R101 PO Box
1001
Torrington,CT06790
    To provide funding to assist the United Way of NW CT in its work. 3,000

Our Lady of Mount Carmel Church

785 Highland Avenue
Waterbury,CT06708
    Sponsorship of Our Lady of Mount Carmel Church-Annual Feast 2,500

Easterseals Rehabilitation Center of Greater Waterbury Inc

22 Tompkins St
Waterbury,CT06708
    Easterseals of Greater Waterbury respectfully requests sponsorship of our 2023 golf classic in the amount of $1,500. This annual event is our largest fund raiser helping to support the Programs and Services provided throughout greater Waterbury for those facing disability in the community. Easterseals remains committed to the delivery of services to this most vulnerable population. Thomaston Savings Bank's support is greatly appreciated. 1,500

Fine Arts Connection of Thomaston Inc

PO Box 355 15 Smith Road
Thomaston,CT06787
    Since the Town of Thomaston does not sponsor a summer concert series, the Fine Arts Connection of Thomaston, Inc. has undertaken this task for the past 20 years. This would have been our 21st year of doing so, if not for COVID. FACT plans and produces a full summer series of concerts (9) in the Park, with the help of the Thomaston Savings Bank Foundation (thank you!), and the largess of many town merchants and townspeople. To enable as many people as possible to enjoy outdoor live music, the concerts are offered free to all, and all are welcome, as the parks are handicap accessible. 2,500

Greater Waterbury Campership Fund

c/o Republican American Newspaper
389 Meadow St PO Box 2090
Waterbury,CT067222090
    To assist in funding camperships for the summer of 2023. 2,500

West End Association

64 West St
Bristol,CT06010
    To fund our signature neighborhood festival for the families of the West End of Bristol and all of Bristol. The grant will help cover our costs to put on the festival. We encourage family fun and diversity in beautiful, historic Rockwell Park. We commonly see 8,000 to 10,000 people each year for this event. 3,500

Five Points Center for the Visual Arts Inc

33 Main Street P O Box 1028
Torrington,CT06790
    Fourth installment in sponsorship of the Lounge at the Five Points Arts Center on University Drive in Torrington. 5,000

Susan B Anthony Project Inc

179 Water Street
Torrington,CT06790
    Susan B. Anthony Projects (SBAP) Rebuilding Lives Program provides direct services to domestic and/or sexual violence victims living in the 18 towns and two cities in northwest Connecticut. Services include emergency shelter, transitional living program, a 24-hour crisis hotline, one-to-one counseling, court and medical advocacy, and support groups for the over 1,600 adults and children served annually. These services are offered 24-7-365, and free of charge to victims and their families, and are anonymous, should the client choose to remain anonymous. 2,000

St Marys Hospital Foundation Inc

56 Franklin Street
Waterbury,CT06706
    Requesting support for the 2023 Pink Out Waterbury a city-wide, month-long fundraiser for Saint Mary's Hospital Patient Screening Fund. 100% proceeds will provide financial assistance for essential breast health services for women in the greater Waterbury community. 2,500

FISHFriends in Service to Humanity of Northwestern CT Inc

332 South Main Street
Torrington,CT06790
    Funds from the Foundation will be used at FISH NWCT to support the housing, feeding, well-being and programs/social services offered through Shelter Case Management and the FISH Food Pantry. We are challenged to be in the fourth year of the United Way of NWCT NOT running a campaign, leaving us with a gap of $50,000 each year. *We are grateful for Thomaston Savings Bank Foundation's support and leadership, as we serve neighbors in economic crisis and distress, facing life challenges and homelessness. We improve lives by providing resources, guidance, medical assistance and work opportunities. 5,000

Mattatuck Museum

144 West Main Street
Waterbury,CT06702
    The Mattatuck Museums Corporate Partnership Program provides the Museum with an important foundation of annual unrestricted support that enables us to continue our vision to be a vibrant destination that attracts visitors to Waterbury from throughout New England and beyond. Support from local businesses and foundations is vital in the Museums efforts to deliver high quality educational programs to the community, as well as thought provoking exhibitions and special presentations. These partners help continue the mission of the Museum as a gathering place that nurtures creativity and learning. 2,500

Bristol Hospital Foundation

145 Queen Street PO Box 977
Bristol,CT06010
    Fundraising Event to help fund Critical Infrastructure needs at Bristol Health 2,500

Beautiful Lives Project

107 Clinic Dr unit 100
New Britain,CT06051
    To provide a sponsorship for the Field of Dreams event to be held at CCSU. 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

The Palace Theater

100 East Main Street
Waterbury,CT06702
    The purpose of the grant is to support the Palace Theater and its mission is to preserve and operate the historic Theater as a performing arts center and community gathering place that provides a focal point of cultural activity and educational outreach for diverse audiences. In doing so, organizations can be aligned with educational and student programs. The Thomaston Savings Foundation will be recognized for their support of Learning in the Wings educational program and Waterbury Symphony Orchestra presenting the movie and score from Home Alone. 7,500

United Way of West Central CT

440 North Main Street Suite D
Bristol,CT06010
    To support United Way's efforts to provide continual financial assistance to programs and initiatives in the communities of Bristol, Burlington, Plainville, and Plymouth through a year-long sponsorship. 5,000

Susan B Anthony Project Inc

179 Water Street
Torrington,CT06790
    To support all of Susan B. Anthony Project's 24/7/365 services for victims and survivors of domestic and sexual violence in northwest Connecticut, including its crisis hotline, emergency shelter, transitional living program, counseling services, court and medical advocacy, support groups, and community outreach and prevention education programs. 2,500

United Way of Greater Waterbury Inc

123 Bank St 3rd Floor
Waterbury,CT06702
    Since 1942, United Way of Greater Waterbury has leveraged its active volunteer leadership, deep subject-matter expertise and strong fundraising skills to positively impact the quality of life in our 10-town area, which includes Bethlehem, Cheshire, Middlebury, Prospect, Southbury, Thomaston, Waterbury, Watertown, Wolcott and Woodbury. We invest in over 50 programs and initiatives in Basic Needs (health care, housing and food), Education and Financial Stability, assisting 70,000 individuals annually who are at the poverty level or ALICE (Asset Limited Income Constrained and Employed). 15,000

Warner Theatre

68 Main Street PO Box 1012
Torrington,CT06790
    To support the Warner Theatre's transition through Covid. 12,500

The Arc of Litchfield County Inc

314 Main Street
Torrington,CT06790
    On April 5, 2024, The Arc of Litchfield County (LARC) will celebrate the agency's 60th Anniversary with a special Wine Tasting Event at Crystal Peak in Winsted, CT. The event is the major fundraiser for Fiscal Year 2023-2024. The event will have a 1960s theme with decorations drawn from that infamous decade. Throughout the venue there will be a timeline featuring the past 60 years of LARC. Guests will enjoy tastings of wine and spirits, passed hors d'oeuvres, a silent auction featuring themed baskets, photo opportunities with 60s-themed props, and live entertainment. 2,500

Children's Community School

23 John Street
Waterbury,CT06708
    The most critical of funds this year and every year, would be for operating support. After being at 31 Wolcott Street for 45 years, we relocated over the summer to our new home at 23 John Street. This unexpected move and expense were not included in our budget.As with most organizations, the school's highest costs are for staffing, the greatest use of funds to pay our teachers, assistants, and counselors. These critical roles are so important for our students, they keep our class sizes small (16), with an assistant and teacher in each class and staffing needs/costs are higher than ever. 7,500

Holy Cross High School

587 Oronoke Road
Waterbury,CT06708
    The Crusader Hall of Honor recognizes, honors and celebrates those individuals and groups who have made a significant and lasting mark in our school's rich history. Funds raised through the Annual Awards Dinner will support the Crusader Hall of Honor Scholarship Fund, making a Holy Cross High School education more affordable to new students. 2,500

Tunxis Community College Foundation Inc

271 Scott Swamp Rd
Farmington,CT06032
    Sponsorship of the 2023 Tunxis Economic Breakfast and Networking Event 1,000

Greater New Britain Chamber of Commerce

One Liberty Square PO Box 1118
New Britain,CT060501118
    Payment of invoice #7274 as a Patron for the Annual Dinner on November 16, 2023 1,500

Bronc Callahan Community Fund

PO Box 248
Harwinton,CT06791
    To provide fuel assistance for Harwinton residents in need through the Bronc Callahan Community Fund. 3,000

Caring for Bethlehem Inc

PO Box 5
Bethlehem,CT06751
    To provide fuel assistance for Bethlehem residents in need. 3,000

Farmington Community Chest

Farmington Community Chest PO Box
60
Farmington,CT060340060
    To provide fuel assistance for Farmington residents in need through the Farmington Community Chest. 3,000

HUMAN RESOURCES AGENCY OF NEW BRITAIN INC

180 Clinton Street
New Britain,CT06053
    To assist in funding the City of Bristol's fuel fund. 3,000

Middlebury Elderly & Social Services

1172 Whittemore Rd
Middlebury,CT06762
    To assist in funding the Town's fuel fund. 3,000

Rotary Club of Terryville

PO Box 422
Terryville,CT06786
    To assist in funding the Town's fuel fund. 3,000

Rotary Club of Thomaston CT Inc

PO Box 87
Thomaston,CT06787
    To assist in funding the Town's fuel fund. 3,000

Town of Wolcott

10 Kenea Ave
Wolcott,CT06716
    To assist in funding the fuel fund. 3,000

HUMAN RESOURCES AGENCY OF NEW BRITAIN INC

180 Clinton Street
New Britain,CT06053
    To assist in funding the City's fuel fund. 3,000

The Salvation Army

74 Central Avenue
Waterbury,CT06702
    To assist in funding the agency's fuel fund. 3,000

Safe Haven of Greater Waterbury Inc

29 Central Avenue
Waterbury,CT06702
    Unrestricted 10,000

Brian's Angels Homeless Outreach Inc

99 Summer Street
Bristol,CT06010
    Unrestricted 10,000

Susan B Anthony Project Inc

179 Water Street
Torrington,CT06790
    Unrestricted 10,000

Warner Theatre

Warner Theatre
Torrington,CT06790
    To continue the Bank's commitment in support of the Theatre's "Reimagining Campaign." 12,500

Hill-Stead Museum

Hill-Stead Museum
Farmington,CT06032
    To provide a sponsorship for the Museum's From the Porch entertainment series. 1,500

Central Connecticut Chambers of Commerce

Central Connecticut Chambers of
Commerce
Bristol,CT06010
    To provide a Silver Sponsorship for Chamber events for the year 2023. 5,000

Waterbury Regional Chamber

Waterbury Regional Chamber
Waterbury,CT06721
    To provide a Sponsorship in support of the Chamber's Young Professionals Group 10 Year Anniversary. 2,000
Total .................................right arrow 3a 742,849
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 ...........
    14 1,828  
4 Dividends and interest from securities ....     14 215,006  
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 ............
    18 214,810  
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) .. 0 431,644 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
431,644
(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
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.
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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 Check if self-
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PTIN
Firm's name SmallBullet
Firm's EIN SmallBullet
Firm's address SmallBullet


Phone no.
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
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) (2023)
Schedule B (Form 990) (2023) 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

$ 56,361


(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
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) (2023)
Schedule B (Form 990) (2023)
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) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 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 4,600 2,300   2,300

TY 2023 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 9,050,777 9,050,777

TY 2023 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 35,000 17,500   17,500


TY 2023 OtherIncreasesSchedule
Name:
Thomaston Savings Bank Foundation Inc
EIN:
06-1483909
Description Amount
Change in fair value of investments 960,146


TY 2023 TaxesSchedule
Name:
Thomaston Savings Bank Foundation Inc
EIN:
06-1483909
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Income taxes 31,616 0   0