Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
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
Thomaston
State or province
CT
Country  
ZIP or foreign postal code
06787
A Employer identification number

06-1483909
B Telephone number (see instructions)

8602834373
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$9,545,314J 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) 0
2 Check .................
3 Interest on savings and temporary cash investments 666 666  
4 Dividends and interest from securities... 241,677 241,677  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 487,166
b Gross sales price for all assets on line 6a 1,331,874
7 Capital gain net income (from Part IV, line 2)... 487,166
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........ 729,509 729,509  
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)......... Click to see attachment
List of Attached Documents:
// Content
35,000 17,500   17,500
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
5,100 2,550   2,550
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
5,585 0   5,585
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications.......... 603 0   603
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
372 0   372
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 46,660 20,050   26,610
25 Contributions, gifts, grants paid....... 814,339 814,339
26 Total expenses and disbursements. Add lines 24 and 25 ................ 860,999 20,050   840,949
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -131,490
b Net investment income (if negative, enter -0-) 709,459
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
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............. 113,349 146,194 146,194
2 Savings and temporary cash investments......... 12,182 26,597 26,597
3 Accounts receivable  
Less: allowance for doubtful accounts        
4 Pledges receivable  
Less: allowance for doubtful accounts        
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)  
Less: allowance for doubtful accounts        
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  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 8,937,392 Click to see attachment
List of Attached Documents:
// Content
9,372,523 		9,372,523
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 9,062,923 9,545,314 9,545,314
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 )    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
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
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 9,062,923 9,545,314
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)..... 9,062,923 9,545,314
30 Total liabilities and net assets/fund balances (see instructions). 9,062,923 9,545,314
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
9,062,923
2
Enter amount from Part I, line 27a .....................
2
-131,490
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
613,881
4
Add lines 1, 2, and 3 ..........................
4
9,545,314
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
9,545,314
Form 990-PF (2025)
Form 990-PF (2025)
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 Publicly Traded Securities   2024-01-01 2025-12-31
b Infinex Proceeds D 2022-07-27 2025-11-18
c Capital Gains Dividends P    
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 1,180,228   844,708 335,520
b 23,844     23,844
c 127,802     127,802
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       335,520
b       23,844
c       127,802
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 2 487,166
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 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 9,861
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 9,861
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 9,861
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 10,320
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 10,320
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....... 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 459
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax459 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
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. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 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)
CT
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 2025 or the taxable year beginning in 2025? 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 addresswww.thomastonsavingsbank.com
14
The books are in care ofRebekah Stokes Telephone no. (860) 283-1874

Located at203 Main StreetThomastonCT ZIP+406787
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
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 ........
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 2025? .............
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
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 .........
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
Cheryl Lindstrom 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
Michael Madow 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
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
Michele Caulfield Trustee
0.00 		0 0 0
c/o the Foundation
Thomaston,CT06787
Timothy Bergstrom 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................... 0
Form 990-PF (2025)
Form 990-PF (2025)
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.........................0
Form 990-PF (2025)
Form 990-PF (2025)
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
9,194,580
b
Average of monthly cash balances.......................
1b
161,024
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
9,355,604
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
9,355,604
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
140,334
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
9,215,270
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
460,764
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
460,764
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
9,861
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
9,861
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
450,903
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
450,903
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
450,903
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, line 26, column (d) ..........
1a
840,949
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
840,949
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 450,903
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 275,340
b From 2021...... 204,246
c From 2022...... 351,332
d From 2023...... 333,737
e From 2024...... 588,670
f Total of lines 3a through e ........ 1,753,325
4Qualifying distributions for 2025 from Part
XI, line 4: $ 840,949
a Applied to 2024, 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 2025 distributable amount..... 450,903
e Remaining amount distributed out of corpus 390,046
5 Excess distributions carryover applied to 2025. 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 2,143,371
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 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		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 2020 not
applied on line 5 or line 7 (see instructions) ... 		275,340
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		1,868,031
10 Analysis of line 9:
a Excess from 2021 .... 204,246
b Excess from 2022 .... 351,332
c Excess from 2023 .... 333,737
d Excess from 2024 .... 588,670
e Excess from 2025 .... 390,046
Form 990-PF (2025)
Form 990-PF (2025)
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 2025, enter the date of the ruling ......
 
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) 2025 (b) 2024 (c) 2023 (d) 2022
         
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, 3b, or 3c 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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
Timothy Bergstrom
203 Main Street
Thomaston,CT06787
(860) 283-3725
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 (2025)
Form 990-PF (2025)
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

PARC Inc

28 E Maple Street
Plainville,CT06062 		    To assist in funding the Saturday bowling program. 2,500

Bristol Veterans Council Inc

PO Box 2634
Bristol,CT06011 		    To fund the purchase of a flag pole and solar light including shipping. 2,500

HUMAN RESOURCES AGENCY OF NEW BRITAIN INC

180 Clinton Street
New Britain,CT06053 		    To assist in funding the purchase of food to stock. 3,000

First Church of Christ Congregational 1652

75 Main Street
Farmington,CT06032 		    To assist in funding the purchase and installation of a fence. 1,000

Farmington Food Pantry Inc

PO Box 84
Farmington,CT06034 		    To fund the purchase of personal care items. 3,000

The Salvation Army

78 Franklin Square
New Britain,CT06051 		    To assist in funding the emergency fund to assist with needs of those experiencing financial hardships. 3,000

New Horizons Living Center Inc

34 Fallsbrook Rd
Bristol,CT06010 		    To assist in funding hygiene supplies and personal care items. 1,500

Greater New Britain Teen Pregnancy Prevention Inc

43 Viets Street
New Britain,CT06053 		    To assist in funding the Teen Support Network. 2,000

Bristol Public Schools

129 Church Street
Bristol,CT06010 		    To assist in funding the purchase of books. 2,000

Hospital for Special Care

2150 Corbin Avenue
New Britain,CT06053 		    To fund the purchase of (2) iPads. 2,214

Literacy Volunteers of Central Connecticut

20 High Street
New Britain,CT06051 		    To assist in funding the Literacy for Economic Self-Sufficiency Program. 3,500

Shepard Meadows Therapeutic Riding Center Inc

733 Hill St
Bristol,CT06010 		    To assist in funding the purchase of (3) desktop and (3) laptop computers. 4,000

Bristol Historical Society

98 Summer St
Bristol,CT06011 		    To assist in funding the digitization of VHS, 18mm, and 16mm tapes. 895

Grace Pantry

736 King Street
Bristol,CT06010 		    To assist in funding the purchase of food items to stock the pantry weekly. 2,000

Environmental Learning Centers of Connecticut

501 Wolcott Rd
Bristol,CT06010 		    To assist in funding repairs to the parking lot at the Barnes Nature Center. 5,000

American Clock & Watch Museum

100 Maple Street
Bristol,CT06010 		    To assist in funding the restoration and repair of (2) windows. 3,500

Memorial Military Museum Inc

98 Summer Street
Bristol,CT06011 		    To provide a sponsorship in support of the November program to highlight Bristol women in the military. 1,500

FRIENDSHIP SERVICE CENTER Inc

PO Box 1896
New Britain,CT06050 		    To assist in funding operations and supplies. 4,000

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. 4,500

Prudence Crandall Center Inc

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

Healing Meals Foundation Corporation

PO Box 7223
Bloomfield,CT06002 		    To assist in funding healing meals for people experiencing illness in the towns local to and within the City of Bristol. 2,500

The Salvation Army

855 Asylum Ave
Hartford,CT06105 		    To assist in funding the operation of the Soup Kitchen. 3,000

Boys & Girls Club of Bristol

255 West Street
Bristol,CT06010 		    To assist in funding the cooking program at Cambridge Park. 5,000

Arts for Learning Connecticut

1 Evergreen Ave
Hamden,CT06518 		    To assist in funding the "Express Yourself" art program including teacher fees and support services for the program. 3,000

Quilts That Care Inc

Quilts That Care
Watertown,CT06795 		    To assist in funding the purchase of backing fabric. 2,500

The Bristol Farmers Market Inc

PO Box 3155
Bristol,CT06011 		    To assist in funding the market's SNAP usage for the 2025 season. 3,000

Wheeler Clinic Inc

91 Northwest Drive
Plainville,CT06062 		    To assist in funding preventative care for underserved residents through the Mobile Family Health and Wellness van. 3,500

Prudence Crandall Center Inc

594 Burritt Street
New Britain,CT06053 		    To assist in funding the costs associated with running emergency shelters. 5,000

Coram Deo Inc

23 Cedar Street
New Britain,CT06052 		    To assist in funding the purchase of appliances. 3,500

The Hospital of Central Connecticut

100 Grand Street
New Britain,CT06050 		    To assist in funding breast health screening for underserved, un/underinsured women. 3,031

Bristol Brass and Wind Ensemble

PO Box 1155
Bristol,CT06011 		    To assist in funding the purchase of sheet music. 1,500

Bengali Association of Greater Hartford

245 Main Street
Farmington,CT06032 		    To assist in funding the purchase of audio equipment. 3,350

City of Bristol

111 North Main Street
Bristol,CT06010 		    To assist in funding bicycle refurbishment and safety equipment. 3,900

Girl Scouts of Connecticut Inc

20 Washington Ave
North Hartford,CT06473 		    To provide financial assistance to qualifying girls for membership in Girl Scouts. 1,000

CCARC Inc

950 Slater Road
New Britain,CT06053 		    To assist in funding the agency's data modernization efforts. 2,500

CCSU FOUNDATION INC

PO BOX 612
NEW BRITAIN,CT06050 		    To assist in funding the expansion of the Community Health Education Clinic. 3,000

Gloria Dei Lutheran Church

355 Camp Street
Bristol,CT06010 		    To assist in funding the purchase of diapers and food for distribution as well as a new sign. 1,500

Bristol Child Development Center

339 West Street
Bristol,CT06010 		    To assist in funding bi-monthly parent education workshops. 3,000

Bristol Adult Resource Center Inc

PO Box 726
BRISTOL,CT06010 		    To fund the printing and marketing of calendars for 2026 to fundraise for direct benefit to BARC's clients. 2,025

Bristol Works Inc

PO Box 11
BRISTOL,CT06011 		    To assist in funding a billboard marketing campaign. 5,000

Bristol Recovery Club Inc

PO Box 322
Bristol,CT06010 		    To assist in funding the purchase of a new double oven electric range. 1,200

Bristol Little League

PO Box 2524
Bristol,CT06010 		    To assist in funding the purchase and installation of a fire suppression unit and the first stage of grading the Tee Ball field. 2,500

Pequabuck River Watershed Association

PO Box 1461
Bristol,CT06011 		    To assist in funding the water and air cleansing and education project. 2,255

East Farmington Volunteer Fire Department Inc

94 South Rd
Farmington,CT06032 		    To assist in funding the purchase of equipment for the station. 3,000

Queen Ann Nzinga Center INC

18 Newton Avenue
Plainville,CT06062 		    To assist in funding the Watoto program. 2,500

New Britain Museum of American Art

56 Lexington St
New Britain,CT06052 		    To assist in funding the Access to Arts program by supporting the tours and activities for student participation. 3,500

Neighborhood Housing Services of New Britain

223 Broad Street
New Britain,CT06053 		    To assist in funding art workshops at the Gallery. 2,500

New Horizons Inc

37 Bliss Memorial Road
Unionville,CT06085 		    To assist in funding recreational activities for the residents of New Horizons, Village. 2,500

YWCA New Britain CT

19 Franklin Square
New Britain,CT06051 		    To assist in funding costs associated with the Community Health Worker training academy. 5,000

Brian's Angels Homeless Outreach Inc

99 Summer Street
Bristol,CT06010 		    To assist in funding the Bicycle Program, including the purchase of new and used bikes, the refurbishment of used bikes and locks. 2,500

Plymouth Volunteer Ambulance Corps - Board of Directors

191 Main Street
Terryville,CT06786 		    To assist in funding the purchase of a Stryker Stair Pro Stair Chair. 4,500

Gifts of Love Inc

34 E Main Steet
AVON,CT06001 		    To assist in funding the purchase of food for families facing food insecurity. 1,000

EdAdvance

355 Goshen Road
Litchfield,CT06759 		    To assist in funding the Lunch & Learn and Preschool Enrichment programs. 3,000

HUMAN RESOURCES AGENCY OF NEW BRITAIN INC

180 Clinton Street
New Britain,CT06053 		    To assist in funding the purchase of gift cards for emergent needs of the residents of Plymouth/Terryville. 3,000

Bethlehem Ambulance Association

83 Main Street South
Bethlehem,CT06751 		    To assist in funding the purchase of an All-In-One Electronic Smart Board. 2,300

Oakville Watertown Youth Athletic Association

PO Box 601
Watertown,CT06795 		    To assist in funding the purchase of new football helmets. 1,000

Susan B Anthony Project Inc

179 Water Street
Torrington,CT06790 		    To assist in funding the Susan B. Anthony Project crisis line, counseling, advocacy and support services for battered and/or abused adults and children. 3,000

Bristol Works Inc

PO Box 11
BRISTOL,CT06011 		    To assist in funding workforce development services aimed at residents of Thomaston. 3,000

Watertown Student Lunch

324 French Street
Watertown,CT06795 		    To assist in funding the purchase of seasonal produce. 1,000

Railroad Museum of New England

PO Box 400
Thomaston,CT06787 		    To assist in funding painting of the north and south gable end rakes and soffit trim. 1,000

St Peter's Drum Corps

42 Deer Run
New Hartford,CT06057 		    To assist in funding the costs associated with uniforms, instruments, color guard equipment and transportation. 1,250

Veterans Strong Community Center

111 No Main Street
Bristol,CT06010 		    To assist in funding the costs associated with technology renewal. 2,500

Troop 75 Boy Scouts Terryville

30 Michelle Lane
Thomaston,CT06787 		    To assist in funding the purchase of new tents. 1,000

Connecticut Valley Theatre Organ Society

13 Brookwood Drive
Newtown,CT06470 		    To assist in funding upgrades to the temperature control heaters in the THO organ's pipe chambers. 903

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

81 Wolf Hill Rd
Watertown,CT06795 		    To assist in funding the restoration of gravestones and tree removal/maintenance. 2,000

Bethlehem Volunteer Firefighters Association

26 Main Street South
Bethlehem,CT06751 		    To fund the purchase of (1) AED. 2,500

Union Congregation Church of Oakville

167 Buckingham St
Oakville,CT06779 		    To assist in funding the purchase of an automatic defibrillator as well as the training for 10 individuals. 3,216

Thomaston Christmas Committee

PO Box 148
Thomaston,CT06787 		    To fund the purchase of Christmas gifts, books and clothing. 1,500

Litchfield Hills Northwest Elderly Nutrition Program

88 East Albert Street
Torrington,CT06790 		    To assist in funding the fuel costs associated with the meal delivery route in Litchfield county. 1,000

Prime Time House

836 Main Street
Torrington,CT06790 		    To assist in funding the purchase of (1) laptop. 1,500

Watertown History Museum

401 Main Street
Watertown,CT06795 		    To assist in funding the purchase and installation of (4) windows. 3,400

Friendly Hands Food Bank Inc

50 King St
Torrington,CT06790 		    To assist in funding the purchase of shopping carts. 1,000

The Salvation Army

234 Oak Avenue PO Box 209
Torrington,CT06790 		    To fund the purchase of food to stock pantry shelves and cover the cost of administrative support services. 2,500

McCall Behavioral Health Network

58 High Street
Torrington,CT06790 		    To assist in funding food, supplies and staffing costs associated with the Wisdom Lunch Support Group. 2,500

Town of Harwinton

80 Bentley Drive
Harwinton,CT06791 		    To assist in funding the hometown holiday event. 2,000

The Community Kitchen Of Torrington

PO Box 852
Torrington,CT06790 		    To assist in funding the purchase of food to stock the pantry. 2,250

Watertown High School - Bret Hodorski

324 French Street
Watertown,CT06795 		    To assist in funding the purchase of tools and materials needed to construct habitats for animals in nature. 1,245

Thomaston Senior Center

158 Main St
Thomaston,CT06787 		    To assist in funding a holiday party for Thomaston Seniors. 1,700

Thomaston Police Explorers

158 Main Street
Thomaston,CT06787 		    To provide funding to offset expenses associated with presenting the Thomaston Police Explorers Annual Car Show. 2,500

Thomaston Womans Club

PO Box 477
Thomaston,CT06787 		    To fund the purchase of items needed to host an artisan fair including (3) folding tables, (3) folding chairs, (4) coolers, (5) pop-up canopies, (6) yard signs, and (7) vinyl banners. 1,443

Caring for Bethlehem Inc

PO Box 5
Bethlehem,CT06751 		    To assist in funding the purchase of fresh foods to stock the pantry. 3,000

Plymouth Police Department

80 Main Street
Terryville,CT06786 		    To assist in funding the purchase of Defensive Tactics/Arrest and Control training equipment. 2,204

Harwinton Ambulance Association

166 Burlington Road
Harwinton,CT06791 		    To assist in funding the purchase of AEDs. 3,500

Warner Theatre

68 Main Street
Torrington,CT06790 		    To assist in funding the purchase of a new washing machine and dryer. 1,500

Bethlehem Land Trust Inc

PO Box 322
Bethlehem,CT06751 		    To assist in funding the 2026 summer concert series, which includes charges for the entertainment, and advertising to promote the events. 2,500

Watertown High School Gridiron Club

324 French Street
Watertown,CT06795 		    To fund the purchase of a tackling dummy. 909

Saint Peter's - Trinity Church

160 Main Street
Thomaston,CT06787 		    To assist in funding ceiling repairs. 5,000

Watertown-Oakville Little League

WaterOak LL PO Box 592
Watertown,CT06795 		    To assist in funding improvements to the infield at Mosgrove Field. 2,000

The Bethlehem Fair Society Inc

384 Main Street North
Bethlehem,CT06751 		    To assist in funding the purchase and installation of new vinyl plank flooring. 1,500

Thomaston Historical Society

158 Main St
Thomaston,CT06787 		    To assist in funding the purchase, annual subscription and data conversion fees associated with the Past Perfect software program. 2,500

Woodbury Bethlehem Community Music Foundation

PO Box 820
Woodbury,CT06798 		    To assist in funding students participation in the Community Music Day, and Choir Day. 2,000

United Methodist Church of Watertown

305 Main Street
Watertown,CT06795 		    To assist in funding the cost to replace 16 windows. 3,000

Chime In Music With a Mission Inc and (We Sing Children's Choir of Connec

PO Box 21
Bethlehem,CT06751 		    To assist in funding the purchase of sheet music for one season. 1,000

Town of Harwinton

80 Bentley Drive
Harwinton,CT06791 		    To assist in funding the cost of a website developer's evaluation and recommendation for updates to the library's website, and staff training. 1,500

Harwinton West Side Volunteer Fire Company Inc

199 Scoville Hill Road
Harwinton,CT06791 		    To fund the purchase of structural firefighting gear. 3,500

Terryville Fire Department

21 Harwinton Avenue
Terryville,CT06786 		    To assist in funding the purchase of AEDs. 3,500

Thomaston Ladies Choral Club

336 South St
Plymouth,CT06782 		    To offset the costs associated with the Thomaston Ladies Choral Club's Annual Holiday Concert. 500

Beacon Baptist Fellowship Church

200 Elm Street
Thomaston,CT06787 		    To assist in funding the uninstallation and reinstallation of the chair lift, including labor and materials. 2,600

Greater Torrington Family Development Center

21 Fern Dr
Torrington,CT06790 		    To assist in funding outdoor playground equipment. 2,000

Harwinton Volunteer Fire Department Inc

158 Burlington Road
Harwinton,CT06791 		    To assist in funding the replacement of front line firefighting hoses. 3,500

Theodore A Hungerford Memorial Museum

Post Office Box 297
Harwinton,CT06791 		    To assist in funding tree and brush removal. 2,750

Plymouth Community Food Pantry

20 Dewey Ave
Terryville,CT06786 		    To assist in funding the purchase of milk, fresh eggs and healthy nonperishable food items to stock pantry shelves. 4,500

Western CT Coalition

27 Siemon Company Drive
Watertown,CT06795 		    To assist in funding costs associated with hosting suicide prevention educational events, including staffing, marketing, and refreshments. 1,500

Rotary Club of Terryville

PO Box 422
Terryville,CT06786 		    To assist in funding the purchase of American flags, and mounting brackets. 1,500

Holy Disciples Catholic School

760 Main Street
Watertown,CT06795 		    To fund the purchase, shipping and installation of (1) smart, interactive white board. 3,500

St Paul Lutheran Church

134 Main Street
Terryville,CT06786 		    To assist in funding the purchase of essential items for babies and toddlers such as diapers, formula, wipes, etc. 1,500

Thomaston Fire Department Ladies Auxilary

245 South Main Street
Thomaston,CT06787 		    To assist in funding the purchase of (1) tent, (4) tables, (1) cooler and (1) camp chair. 1,000

Thomaston Soccer Club Inc

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

Terryville Public Library

238 Main Street
Terryville,CT06786 		    To fund the cost of a program facilitator and reproduction copies of the Charters of Freedom. 1,600

Water-Oak Post 5157 Auxiliary

PO Box 366
Watertown,CT06795 		    To assist in funding the purchase and installation of a new awning and sign. 4,000

Trinity Episcopal Church

220 Prospect Street
Torrington,CT06790 		    To assist in funding the purchase and installation of a new gas boiler and indirect water heater. 2,000

The Arc of Litchfield County Inc

314 Main Street
Torrington,CT06790 		    To fund the purchase of (4) Chromebooks. 2,400

Harwinton Agricultural Society Inc

150 Locust Rd
Harwinton,CT06791 		    To assist in funding upgrades to the fairground fire system. 3,000

Nutmeg Symphony Orchestra

P O Box 2154
Bristol,CT06011 		    To assist in funding the educational concert series. 2,000

Plymouth Public Schools Terryville High School Music Department

33 North Harwinton Avenue
Terryville,CT06786 		    To fund the purchase of (2) acoustic guitars. 920

Town Of Watertown- Parks and Recreation Dept

61 Echo Lake Rd
Watertown,CT06795 		    To fund the purchase of (4) iPads. 1,396

Town of Plymouth Parks and Recreation

80 Main Street
Terryville,CT06786 		    To assist in funding (6) events for seniors. 1,410

Northwest Connecticut Arts Council

40 Main St
Torrington,CT06790 		    To assist in funding the agency's networking breakfast as part of the Creative Economy Summit. 800

Terryville Congregational Church

233 Main Street
Terryville,CT06786 		    To provide funding in support of the meal program which provides free meals to seniors. 1,500

Veterans of Foreign Wars Post 7330 Auxiliary

85 Davis Street
Oakville,CT06779 		    To fund the purchase of (20) tables. 2,292

Landmark Community Theatre

PO Box 158
Thomaston,CT06787 		    To fund the purchase a of a mechanical rolling movie screen. 5,000

Torrington Area Parkinson's Support Group Inc

145 Silver Fox Lane
Torrington,CT06790 		    To assist in funding the Keep It Movin' exercise program. 1,000

Fine Arts Connection of Thomaston Inc

PO Box 355
Thomaston,CT06787 		    To assist in funding the costs associated with the art show production. 1,500

American Legion Post 195

62 Bunker Hill Road
Watertown,CT06795 		    To assist in funding repairs to flooring as well as painting of the outdoor deck. 2,500

FISHFriends in Service to Humanity of Northwestern CT Inc

332 South Main Street
Torrington,CT06790 		    To assist in funding the purchase of food to stock pantry shelves and feed shelter residents. 3,000

Thomaston Volunteer Ambulance Corps Inc

237 South Main street
Thomaston,CT06787 		    To fund the purchase of safety jackets and safety vests. 4,000

Lions Club of Harwinton

PO Box 313
Harwinton,CT06791 		    To assist in funding restoration of the Town Gazebo. 1,500

Harwinton Land Trust

PO Box 113
Harwinton,CT06791 		    To assist in funding improvements to the Trust's existing steps, boardwalks and bridges as well as the installation of new steps. 2,500

Thomaston Little League

PO Box 62
Thomaston,CT06787 		    To assist in funding drainage issues and repairs to Nystrom's field. 2,000

New Opportunities Inc

232 North Elm Street
Waterbury,CT06702 		    To fund the purchase of (30) $100 grocery gift cards. 2,500

Friends of the Thomaston Opera House

PO BOX 455
Thomaston,CT06787 		    To fund the purchase of items necessary for the operation of the theater. 2,500

Camp Mattatuck BSA

Mt Tobe Road
Plymouth,CT06782 		    To fund the purchase of (100) camp bunks. 2,500

Thomaston Community Pantry

PO Box 324
Thomaston,CT06787 		    To assist in funding the purchase of fresh dairy and produce to stock the pantry shelves. 1,500

Brian O'Connell Homeless Project Inc

74 Hilltop Rd
Oakville,CT06779 		    To fund the purchase of warm winter clothing. 1,500

Thomaston Public Library

248 Main Street
Thomaston,CT06787 		    To fund the purchase of (2) sets of shelving. 2,273

Town of Plymouth Human Services Commission

80 Main Street
Plymouth,CT06786 		    To fund the purchase of (75) gift cards. 3,750

Thomaston Beautification

158 Main St
Thomaston,CT06787 		    To fund the purchase of (2) self watering planters. 1,154

Seth Thomas Park Revitalization Committee

158 Main St
Thomaston,CT06787 		    To fund the purchase of (2) self watering planters. 1,154

Boys & Girls Club of Greater Waterbury Inc

1037 East Main Street
Waterbury,CT06705 		    To fund the purchase of (2) Infinity game tables. 2,000

Supportive Environmental Living Facility Inc

47 Pierpont Street
Waterbury,CT06708 		    To assist in funding analog cameras and DVR for security purposes. 2,500

Safe Haven of Greater Waterbury Inc

29 Central Avenue
Waterbury,CT06702 		    To assist in funding the agency's Housing Sustainability Program. 4,000

Girl Scouts of Connecticut Inc

20 Washington Ave
North Hartford,CT06473 		    To assist in funding memberships and camperships for girls in grades K-12. 1,000

Wolcott Volunteer Ambulance Association Inc

PO Box 6066
Wolcott,CT06716 		    To assist in funding the purchase of (5) computers. 1,500

Friends of the Wolcott Public Library

469 Bound Line Road
Wolcott,CT06716 		    To assist in funding a monthly lecture series. 1,000

The Salvation Army

855 Asylum Ave
Hartford,CT06105 		    To fund the purchase of shelf stable and fresh food to stock the pantry. 2,500

HT CT Inc dba Hang Time

3c Harbour Village
Branford,CT06405 		    To assist with the costs associated with meeting meals and the agency's emergency assistance fund. 1,000

Brian Gibbons Homeless Outreach Program

270 Church St
Naugatuck,CT06770 		    To assist in funding the purchase of basic necessities for the area's homeless population. 1,000

United Way Greater Waterbury Inc

123 Bank St
Waterbury,CT06702 		    To assist in funding food pantry management software. 2,000

BAGS Foundation CT Inc

135 East Liberty St
Waterbury,CT06706 		    To assist in funding the Be A Great Student afterschool program. 2,250

Region 5 Dive Team

65 Tucker Hill Road
Middlebury,CT06762 		    To assist in funding the purchase of floating communication ropes and corresponding equipment. 2,000

Middlebury Police Department

200 Southford Road
Middlebury,CT06762 		    To fund the purchase of (1) AED. 2,750

American Red Cross Connecticut Chapter

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

McCall Behavioral Health Network

58 High Street
Torrington,CT06790 		    To fund the purchase of (20) $125 gift cards. 2,500

Brass City Harvest Inc

PO Box 11115
Waterbury,CT06703 		    To assist in funding the 10-month senior nutrition program. 2,500

Wolcott Youth Services

9 Spring Rd
Prospect,CT06712 		    To assist in funding after-school enrichment programing for local youth. 1,000

Our Lady of Mount Carmel School

645 Congress Avenue
Waterbury,CT06708 		    To assist in funding the purchase and installation of bullet proof security film for entrance doors to the church and school. 4,771

Middlebury Elderly & Social Services

1172 Whittemore Rd
Middlebury,CT06762 		    To assist in purchasing (3) computers. 3,000

Wolcott Citizens Against Substance Abuse Inc (CASA)

457 Boundline Rd
Wolcott,CT06716 		    To provide a sponsorship for a car show and community connection event. 1,000

Greater Waterbury Interfaith Ministries Inc

770 East Main Street
Waterbury,CT06702 		    To assist in funding the agency's feeding programs to help the area's food insecure population. 5,000

Fire Marshal's Office Town of Wolcott

225 Nichols Road
Wolcott,CT06716 		    To fund the purchase of (4) Body Worn Cameras. 2,000

St Vincent DePaul Mission of Waterbury

PO Box 1612
Waterbury,CT06721 		    To assist in funding the cost of operations for the Food Pantry program. 3,500

South Congregational Church aka Hopeville Church

160 Piedmont Street
Waterbury,CT06706 		    To fund the purchase of food. 1,500

St Vincent DePaul Mission of Waterbury

PO Box 1612
Waterbury,CT06721 		    To assist in funding the support services provided by the shelter. 3,500

Literacy Volunteers of Greater Waterbury Inc

267 Grand Street
Waterbury,CT06702 		    To assist in funding the purchase of instructional materials. 1,200

RIBA Aspira Career Academy

233 Mill ST
Waterbury,CT06706 		    To assist in funding the Childcare Provider Training. 2,500

Wolcott Volunteer Fire Department Company 2

58 North St
Wolcott,CT06716 		    To assist us in purchasing a Grip Hoist mechanical lifting device. 1,750

Wolcott Volunteer Fire Department Company 1

395 Central Avenue
Wolcott,CT06716 		    To fund the purchase of (1) chain saw. 1,675

Children's Community School

23 John Street
Waterbury,CT06708 		    To assist in funding the renewal of the KnowAtom science curriculum. 5,000

Connecticut Counseling Centers Inc

50 Brookside Road
Waterbury,CT06708 		    To assist in funding the purchase of AEDs. 3,118

Carolyn's Place Inc

137 Grandview Ave
Watertown,CT06708 		    To assist in funding the purchase of (12) car seats. 1,080

Feed the Need Northeast

1 meadowbrook lane
wolcott,CT06716 		    To fund the purchase of shelf stable food for emergency kits. 1,000

Catholic Academy of Waterbury

386 Robinwood Road
Waterbury,CT06708 		    To assist in funding the purchase of (13) Chromebooks. 2,500

The Blessed Michael McGivney Center for Renewal

109 Washington Street
Waterbury,CT06702 		    To assist in funding basic necessities such as food, toiletries, clothing and cleaning supplies. 1,500

First Tee - Connecticut

55 Golf Club Road
Cromwell,CT06416 		    To assist in funding the in-school elementary student golf program. 3,000

Middlebury Land Trust Inc

PO Box 193
Middlebury,CT06762 		    To assist in funding the cost of an engineering survey and mapping. 1,500

The Bunker Hill Neighborhood Association Inc

Robert G Dorr
Waterbury,CT06708 		    To assist in funding the neighborhood's summer concert series. 1,000

Thy Eagle's Nest

36 Townline Rd
Wolcott,CT06716 		    To assist in funding marketing efforts, including permitting and signage, website development and printed advertising. 1,500

NEST

193 Grand St 3rd Flr
Waterbury,CT06702 		    To assist in funding the HELLP program. 5,000

The Palace Theater

100 East Main Street
Waterbury,CT06702 		    To assist in funding the 2025-2026 Palace Theatre Tour Program. 1,500

New Opportunities Inc

232 North Elm Street
Waterbury,CT06702 		    To fund the purchase of (100) grocery gift cards. 2,500

Naugatuck Valley Community College Foundation

750 Chase Parkway
Waterbury,CT06708 		    To fund the purchase of food to stock the pantry. 2,500

Mattatuck Museum

144 West Main Street
Waterbury,CT06702 		    To assist in funding the expansion of the school tour program to area students. 8,000

Holy Cross High School

587 Oronoke Road
Waterbury,CT06708 		    To assist in the purchase 2,000 square feet of carpet tiles, (4) tables and (30) chairs. 7,000

Town of Wolcott

10 Kenea Ave
Wolcott,CT06716 		    To assist in funding the installation of gating and fencing. 2,000

Waterbury Promise

236 Grand Street Suite 120
Waterbury,CT06702 		    To assist in funding the agency's emergency fund. 5,000

Evangelical Christian Church

1325 Watertown Avenue
Waterbury,CT06708 		    To assist in funding the purchase of new items such as hand trucks, pallet jack and tables, servicing and repairs to the van, and the cost associated with six months of utilities. 3,000

Wolcott Volunteer Fire Dept Company 3

PO Box 6036
Wolcott,CT06716 		    To assist in funding the purchase of rope rescue equipment. 1,000

Junior Achievement of Southwest New England Inc

70 Farmington Avenue
Hartford,CT06105 		    To assist in funding the "Project Tomorrows" program. 2,000

Easterseals Rehabilitation Center of Greater Waterbury Inc

22 Tompkins St
Waterbury,CT06708 		    To fund the purchase of an audiometer. 3,000

Wolcott Christian Life Center

481 Wolcott Rd
Wolcott CT,CT06716 		    To assist in funding renovations to the nursery. 1,000

Acts 4 Ministry Inc

1713 Thomaston Avenue
Waterbury,CT06704 		    To fund the purchase of undergarments for men, women and children in need. 3,500

Mattatuck Museum

144 West Main Street
Waterbury,CT06702 		    To provide a sponsorship of the Museum's Modern Women exhibit. 5,000

Environmental Learning Centers of Connecticut

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

Environmental Learning Centers of Connecticut

501 Wolcott Rd
Bristol,CT06010 		    Final Installment of the Wallace Barnes Accessible Nature Trail 25,000

Connecticut Bar Foundation

31 Pratt Street
Hartford,CT06103 		    To provide a sponsorship in support of the Annual Reception. 1,500

St Paul Catholic High School

1001 Stafford Avenue
Bristol,CT06010 		    To provide a sponsorship in support of the Annual Forever Falcons Gala 2,500

St Vincent DePaul Mission of Waterbury

PO Box 1612
Waterbury,CT06721 		    To provide a sponsorship in support of the agency's annual fundraising dinner. 2,875

Waterbury Senior Center

1985 East Main Street
Waterbury,CT06705 		    To assist in funding the purchase of an ice machine. 2,000

CCARC Inc

950 Slater Road
New Britain,CT06053 		    To provide a sponsorship for the agency's annual golf fundraiser. 3,000

Easterseals Rehabilitation Center of Greater Waterbury Inc

22 Tompkins St
Waterbury,CT06708 		    To provide a sponsorship for the Agency's fundraiser Pints for a Purpose. 1,000

Waterbury Regional Chamber

83 Bank Street
Waterbury,CT06721 		    To provide a premier sponsorship of the Chamber's annual meeting. 3,000

Chamber of Commerce of Northwest Connecticut Inc

59 Field st suite 120
Torrington,CT06790 		    To provide a Corporate Sponsorship. 5,000

Naugatuck Valley Community College Foundation

750 Chase Parkway
Waterbury,CT06708 		    To provide a sponsorship in support of the Leadership Breakfast. 2,500

Safe Haven of Greater Waterbury Inc

29 Central Avenue
Waterbury,CT06702 		    To provide a sponsorship in support of the Annual Out of the Shadows Awards Dinner. 2,500

Greater Waterbury Campership Fund

PO Box 3254
Waterbury,CT06705 		    To assist in funding campership's for Waterbury youth. 5,000

Northwest Connecticut Arts Council

40 Main St
Torrington,CT06790 		    To provide a leadership match sponsorship for the Give Local Campaign. 1,000

Our Lady of Mount Carmel Church

785 Highland Avenue
Waterbury,CT06708 		    To provide a sponsorship of the Annual Feast. 2,500

Hill-Stead Museum

35 Mountain Rd
Farmington,CT06032 		    To provide a sponsorship in support of the From the Porch Series. 3,000

Waterbury Regional Chamber

83 Bank Street
Waterbury,CT06721 		    To provide a sponsorship in support of the Mayoral Luncheon. 2,500

Prudence Crandall Center Inc

594 Burritt Street
New Britain,CT06053 		    To provide a sponsorship in support of the Celebrating Hope breakfast. 2,500

The Agape House Inc

43 School Street
Bristol,CT06010 		    To assist in funding the purchase of a new commercial freezer. 5,000

The ARC of Waterbury Inc

1929 East Main Street
Waterbury,CT06705 		    To provide a $2,500 Platinum Sponsorship in support of the agency's Jukebox BINGO Fundraiser. 2,500

Thomaston Volunteer Fire Department

245 South Main St
Thomaston,CT06787 		    To assist in funding the fireworks display in conjunction with the Firemen's Carnival and the Town of Thomaston's 150th Anniversary. 10,000

Northwestern Connecticut YMCA

259 Prospect St
Torrington,CT06790 		    To provide a Series Supporter Sponsorship of the Grand Prix Race Series. 1,250

Greater New Britain Chamber of Commerce

One Liberty Square
New Britain,CT06050 		    To provide a silver sponsorship in support of the annual golf tournament. 1,000

Town of Thomaston

158 Main Street
Thomaston,CT06787 		    To provide a sponsorship in support of Nystrom's Family Fun Day. 2,500

Holy Cross High School

587 Oronoke Road
Waterbury,CT06708 		    To provide a $2,500 sponsorship in support of the Green and Gold Gala as well as a $2,500 sponsorship in support of the Crusader Classic. 5,000

Polish American Foundation of Connecticut Inc

27 Grove Hill St
New Britain,CT06052 		    To provide a sponsorship in support of the Little Poland Festival 2025. 2,500

Beautiful Lives Project

107 Clinic Dr
New Britain,CT06051 		    To provide a sponsorship in support of the 2025 Field of Dreams event. 2,500

Fine Arts Connection of Thomaston Inc

PO Box 355
Thomaston,CT06787 		    To provide a sponsorship for the summer concert series. 2,500

West End Association

64 West St
Bristol,CT06010 		    To provide a sponsorship in support of the Rockwell Park Summer Festival, 2026. 3,500

FRIENDSHIP SERVICE CENTER Inc

PO Box 1896
New Britain,CT06050 		    To provide a sponsorship in support of the agency's fundraiser. 2,500

Waterbury Regional Chamber

83 Bank Street
Waterbury,CT06721 		    To provide a Lunch Sponsorship. 2,500

Easterseals Rehabilitation Center of Greater Waterbury Inc

22 Tompkins St
Waterbury,CT06708 		    To provide a Bronze Sponsorship in support of the 2025 Golf Classic. 1,500

Greater Waterbury Interfaith Ministries Inc

770 East Main Street
Waterbury,CT06702 		    To provide a sponsorship for the 2025 Hunger Walk. 3,500

St Marys Hospital Foundation Inc

56 Franklin Street
Waterbury,CT06706 		    To provide a sponsorship in support of Pink Out 2025. 2,500

Boys & Girls Club of Greater Waterbury Inc

1037 East Main Street
Waterbury,CT06705 		    Unrestricted donation 400

American Cancer Society

PO Box 280285
East Hartford,CT06128 		    Unrestricted donation 400

Boys & Girls Club of Bristol

255 West Street
Bristol,CT06010 		    Unrestricted donation 400

Boys & Girls Club of Bristol

255 West Street
Bristol,CT06010 		    Unrestricted donation 400

Bristol Lions Club

PO Box 1421
Bristol,CT06010 		    Unrestricted donation 400

Connecticut Bar Foundation

31 Pratt Street
Hartford,CT06103 		    Unrestricted donation 400

Main Street Community Foundation Inc

120 Halcyon Drive
Bristol,CT06010 		    Unrestricted donation 400

Environmental Learning Centers of Connecticut

501 Wolcott Rd
Bristol,CT06010 		    Unrestricted donation 400

Holy Cross High School

587 Oronoke Road
Waterbury,CT06708 		    Unrestricted donation 400

Literacy Volunteers of Greater Waterbury Inc

267 Grand Street
Waterbury,CT06702 		    Unrestricted donation 400

NEST

193 Grand St 3rd Flr
Waterbury,CT06702 		    Unrestricted donation 400

Northfield Volunteer Fire Company Inc

12 Knife Shop Road
Northfield,CT06778 		    Unrestricted donation 400

Plymouth Community Food Pantry

20 Dewey Ave
Terryville,CT06786 		    Unrestricted donation 400

Safe Haven of Greater Waterbury Inc

29 Central Avenue
Waterbury,CT06702 		    Unrestricted donation 400

The Salvation Army - Litchfield Hills Service Unit

855 Asylum Avenue
Hartford,CT06105 		    Unrestricted donation 400

Terryville Congregational Church

233 Main Street
Terryville,CT06786 		    Unrestricted donation 400

United Way of West Central CT

440 North Main Street Suite D
Bristol,CT06010 		    Unrestricted donation 400

YWCA New Britain CT

19 Franklin Square
New Britain,CT06051 		    Unrestricted donation 400

Lions Club of New Britain

PO Box 1933
New Britain,CT06050 		    Unrestricted donation 400

Bristol Child Development Center

339 West Street
Bristol,CT06010 		    Unrestricted donation 400

Plymouth Community Food Pantry

20 Dewey Ave
Terryville,CT06786 		    Unrestricted donation 400

Greater Waterbury Campership Fund

PO Box 3254
Waterbury,CT06705 		    Unrestricted donation 400

Evangelical Christian Church

1325 Watertown Avenue
Waterbury,CT06708 		    Unrestricted donation 400

Environmental Learning Centers of Connecticut

501 Wolcott Rd
Bristol,CT06010 		    Unrestricted donation 400

Northwestern Connecticut YMCA

259 Prospect St
Torrington,CT06790 		    Unrestricted donation 400

Immanuel Lutheran School

154 Meadow Street
Bristol,CT06010 		    Unrestricted donation 400

Diane Burr Memorial 5K Flag RunWalk

Have to get
Thomaston CT,CT06787 		    To provide sponsorship of the Annual Diane Burr Memorial 5K Run/Walk. 2,000

United Way Greater Waterbury Inc

123 Bank St
Waterbury,CT06702 		    To provide a Platinum Sponsorship. 15,000

The Palace Theater

100 East Main Street
Waterbury,CT06702 		    To provide a Founder Corporate Sponsorship. 10,000

Prudence Crandall Center Inc

594 Burritt Street
New Britain,CT06053 		    To provide support for the agency's Bristol office. 3,000

Warner Theatre

68 Main Street
Torrington,CT06790 		    To provide a $5,000 sponsorship in support of Sips, Spirits & Snacks and a $1,931 Sponsorship in support of the Holiday Movie Event. 6,931

Landmark Community Theatre

PO Box 158
Thomaston,CT06787 		    To provide annual support for the Theatre. 15,000

Susan B Anthony Project Inc

179 Water Street
Torrington,CT06790 		    To provide an Agency Sponsorship for the Susan B. Anthony Project, Inc. 2,500

Children's Community School

23 John Street
Waterbury,CT06708 		    To provide half of a Better Futures Society Sponsorship in support of the school. 7,500

Tunxis Community College Foundation Inc

271 Scott Swamp Rd
Farmington,CT06032 		    To provide a sponsorship in support of the Foundation's 2025 Economic Conference & Networking Breakfast. 1,000

United Way of Northwest Connecticut Inc

175 Prospect Street
Torrington,CT06790 		    To provide a corporate sponsorship. 5,000

Bristol Hospital Foundation

145 Queen Street
Bristol,CT06010 		    To provide a sponsorship in support of the 2025 Ball. 2,500

YWCA New Britain CT

19 Franklin Square
New Britain,CT06051 		    To provide a sponsorship in support of the agency's annual fundraiser. 3,000

Greater New Britain Chamber of Commerce

One Liberty Square
New Britain,CT06050 		    To provide a Patron Sponsorship in support of the 112th Annual Dinner. 1,500

Caring for Bethlehem Inc

PO Box 5
Bethlehem,CT06751 		    To assist in funding the town of Bethlehem's fuel fund. 4,000

Bronc Callahan Community Fund

PO Box 248
Harwinton,CT06791 		    To assist in funding the Bronc Callahan Community fund to help those in need with fuel assistance. 4,000

Farmington Community Chest

Farmington Community Chest
Farmington,CT06034 		    To assist in funding the town of Farmington's fuel fund. 4,000

The Salvation Army

855 Asylum Ave
Hartford,CT06105 		    To assist in funding emergent fuel needs in Waterbury. 4,000

Middlebury Elderly & Social Services

1172 Whittemore Rd
Middlebury,CT06762 		    To assist in funding the town of Middlebury's fuel fund. 4,000

Town of Wolcott

10 Kenea Ave
Wolcott,CT06716 		    To assist in funding the town of Wolcott's fuel fund. 4,000

HUMAN RESOURCES AGENCY OF NEW BRITAIN INC

180 Clinton Street
New Britain,CT06053 		    To assist in funding the fuel fund for the City of New Britain. 4,000

HUMAN RESOURCES AGENCY OF NEW BRITAIN INC

180 Clinton Street
New Britain,CT06053 		    To assist in funding the City of Bristol's fuel fund. 4,000

Town Of Watertown- Parks and Recreation Dept

61 Echo Lake Rd
Watertown,CT06795 		    To assist in funding Watertown Social Service's fuel fund. 4,000

Rotary Club of Terryville

PO Box 422
Terryville,CT06786 		    To assist in funding the town of Plymouth/Terryville's fuel fund. 4,000

Rotary Club of Thomaston CT Inc

PO Box 87
Thomaston,CT06787 		    To assist in funding the fuel fund for the town of Thomaston. 4,000

Central Connecticut Chambers of Commerce

The Executive Suites
Bristol,CT06010 		    To provide a Corporate Sponsorship in support of the Central CT Chambers for 2026. 7,000

Waterbury Baptist Ministries

222 West Main Street
Waterbury,CT06702 		    To provide funding to assist in purchasing a new freezer for the Church's pantry. 1,000

Boys & Girls Club of Bristol

255 West Street
Bristol,CT06010 		    To provide support for the Club's Great Futures Campaign. 29,600

Boys & Girls Club of New Britain Inc

150 Washington Street
New Britain,CT06051 		    To assist in funding technology advancements for the Club's Operation Impact initiative. 50,000

Special Olympics of CT

1459 S Britain Road
Southbury,CT06488 		    To assist in funding the Waterbury Area Traditional Basketball Tournament. 1,500
Total ................................. 3a 814,339
bApproved for future payment
Total ................................. 3b 0
Form 990-PF (2025)
Form 990-PF (2025)
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 ........... 		    14 666  
4 Dividends and interest from securities ....     14 241,677  
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 ............ 		    18 487,166  
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) .. 0 729,509 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
729,509
(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 (2025)
Form 990-PF (2025)
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 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 5,100 2,550   2,550

TY 2025 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 9,372,523 9,372,523

TY 2025 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 2025 OtherExpensesSchedule
Name:
Thomaston Savings Bank Foundation Inc
EIN:
06-1483909
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Secretary of State of CT filings expenses 50 0   50
FOUNDATION TECHNOLOGIES 322 0   322


TY 2025 OtherIncreasesSchedule
Name:
Thomaston Savings Bank Foundation Inc
EIN:
06-1483909
Description Amount
Change in fair value of investments 613,881


TY 2025 TaxesSchedule
Name:
Thomaston Savings Bank Foundation Inc
EIN:
06-1483909
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Income taxes 5,585 0   5,585