2024-05-10T14:01:22-05:00 2023-12-31 060903326 WHITTLESEY PC 280 TRUMBULL ST 24TH FL HARTFORD CT 06103 990PF 2023-01-01 222947047 HAROLD WEBSTER SMITH FOUNDATION INC HARO 2035184001 255 BANK STREET 1A WATERBURY CT 06702 GREGORY MADAR MEMBER 2035184001 2024-05-09 1 GREGORY MADAR 999009999 0 EDWARD G SULLIVAN P00579546 8605223111 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 6908469 X 200000 144609 144609 -14169 452041 0 330440 144609 33335 0 33335 1423 0 1423 6000 0 6000 29579 17209 12370 7671 0 7671 78008 17209 60799 199500 199500 277508 17209 260299 52932 127400 534074 473775 473775 335928 415044 415044 5970453 6004568 6019650 6840455 6893387 6908469 0 0 X 6840455 6893387 6840455 6893387 6840455 6893387 6840455 52932 0 6893387 0 6893387 PUBLICLY TRADED SECURITIES P 452041 466210 -14169 -14169 -14169 1771 0 1771 0 1771 2817 0 0 0 2817 0 1046 1046 0 0 0 0 0 0 0 0 0 0 0 1 1 CT 1 0 0 0 0 1 NA ASSISTANT SECRETARY 2035184001 255 BANK STREET WATERBURY CT 06702 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PETER MOSBACHER 1 N BROADWAY WHITE PLAINS NY 10601 MEMBER 1.00 0 0 0 ROBERT F POLITO JR 254 SUMMER HILL ROAD MADISON CT 06443 DIRECTOR 1.00 0 0 0 JAMES C SMITH 255 BANK STREET SUITE 1A WATERBURY CT 06702 CHAIRMAN & PRESIDENT 5.00 0 0 0 KATHRYN LURIA 255 BANK STREET SUITE 1A WATERBURY CT 06702 EXECUTIVE DIRECTOR 10.00 33335 0 0 GREGORY S MADAR C/O WEBSTER BANK 145 BANK STREET WATERBURY CT 06702 SVP & TREASURER 1.00 0 0 0 KATHERINE VINES TRUMBULL C/O WEBSTER BANK 145 BANK STREET WATERBURY CT 06702 SECRETARY 1.00 0 0 0 WILLIAM E WRANG C/O WEBSTER BANK 185 ASYLUM STREET HARTFORD CT 06103 DIRECTOR 1.00 0 0 0 ML O'CONNOR C/O WEBSTER BANK 145 BANK STREET WATERBURY CT 06702 MEMBER 1.00 0 0 0 C P O'DONNELL C/O WEBSTER BANK 145 BANK STREET WATERBURY CT 06702 MEMBER 1.00 0 0 0 NONE 0 NONE 0 0 5589373 816097 0 6405470 0 0 6405470 96082 6309388 315469 315469 1771 1771 313698 0 313698 0 313698 260299 0 260299 313698 33913 0 0 260299 33913 0 0 226386 0 0 0 0 0 0 0 0 87312 0 0 0 HAROLD WEBSTER SMITH FOUNDATION ATT 255 BANK STREET SUITE 1A WATERBURY CT 06702 2035184001 KATHY.LURIA@HWSMITHFOUNDATION.ORG SEE GRANT GUIDLINES AT END OF RETURN NONE SEE GRANT GUIDLINES AT END OF RETURN HISPANIC COALITION OF GREATER WATERBURY INC 135 EAST LIBERTY STREET WATERBURY CT 06706 N/A PC WORKING CITIES CHALLENGE 20000 LOCAL INITIATIVES SUPPORT CORPORATION 75 CHARTER OAK AVE SUITE 2-250 HARTFORD CT 06106 NA PC OPERATING GRANT TO MANAGE CT VIBRANT COMMUNITIES COALITION 4500 NEIGHBORWORKS NEW HORIZONS 235 GRAND AVE NEW HAVEN CT 06513 N/A PC OPERATING SUPPORT - WATERBURY COMMUNITY INVESTMENT LLC, A SINGLE-MEMBER LIMITED LIABLITY COMPANY WHOLLY OWNED AND CONTROLLED BY MUTUAL HOUSING ASSOCIATION OF SOUTH CENTRAL CONNECTICUT, INC., AN ORGANIZATION DESCRIBED IN SECTION 170(C)(2) OF THE IRC 100000 WATERBURY LAND BANK AUTHORITY 207 BANK STREET 3RD FLOOR WATERBURY CT 06072 N/A PC GREATER WATERBURY COMMUNITY LAND BANK 75000 199500 WATERBURY LAND BANK AUTHORITY 207 BANK STREET 3RD FLOOR WATERBURY CT 06072 N/A PC GREATER WATERBURY COMMUNITY LAND BANK 50000 50000 14 144609 18 -14169 0 130440 0 130440 0 0 0 0 0 0 0 0 0 0 X X 1 WEBSTER BANK NA 145 BANK STREET WATERBURY CT 06702 200000 X TAX COMPLIANCE 6000 0 6000 GRANT GUIDLINES 990PF, PART XV, LINE 2A MISSION STATEMENT:THE HAROLD WEBSTER SMITH FOUNDATION PROMOTES AND ADVANCES COMMUNITY WELL-BEING WHILE SEEKING OPPORTUNITIES TO ENHANCE THE COMMUNITIES WE SERVE. WE HONOR THE SERVICE AND MEMORY OF HAROLD WEBSTER SMITH, WEBSTER BANK'S FOUNDER AND LONG-TIME CITIZEN OF WATERBURY, CONNECTICUT BY ACTIVELY RECOMMENDING AND SUPPORTING COMMUNITY DRIVEN SOLUTIONS AND PROVIDING GRANTS. OUR PHILANTHROPIC INTERESTS AND GUIDING PRINCIPLES ARE CONSISTENT WITH THE VALUES MR. SMITH DEMONSTRATED FOR MANY YEARS AS CHAIRMAN AND CEO OF WEBSTER. AS A RESULTS-ORIENTED PHILANTHROPY, THE FOUNDATION BUILDS COLLABORATIVE RELATIONSHIPS WITH A WIDE RANGE OF PARTNERS AND SEEKS TO LEVERAGE KNOWLEDGE AND RESOURCES TO ADDRESS CRITICAL COMMUNITY ISSUES. AS A COMMUNITY PARTNER, THE FOUNDATION IS COMMITTED TO SUPPORTING AND ADVANCING RACIAL AND ECONOMIC EQUITY, INCLUSIVENESS, AND RESIDENT VOICE TO ENSURE THAT EVERY INDIVIDUAL CAN REALIZE ONE'S POTENTIAL. THE FOUNDATION ENDEAVORS TO INSPIRE AND FOSTER CREATIVE, SUSTAINABLE SOLUTIONS BY PROVIDING LEADERSHIP AND GRANT SUPPORT TO:1. PROMOTE ECONOMIC AND COMMUNITY VITALITY2. STABILIZE OR REVITALIZE LOW/MODERATE INCOME NEIGHBORHOODS WITH A SPECIFIC FOCUS ON AFFORDABLE HOUSING3. EXPAND COMMUNITY SERVICES AND OTHER SUPPORTS FOR LOW/MODERATE INCOME INDIVIDUALS4. BRING CREATIVE SOLUTIONS AND NEW MODELS TO ADDRESS ISSUES CONSISTENT WITH ITS MISSION5. ENSURE THE FUTURE PROSPERITY AND CONTRIBUTE TO THE ECONOMIC WELL-BEING OF THE COMMUNITIES SERVED BY WEBSTER BANKGRANT GUIDELINESELIGIBILITY:- APPLICANT MUST BE A NOT-FOR-PROFIT ORGANIZATION RECOGNIZED UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE- THE PROPOSED ACTIVITY OR ORGANIZATION MUST IMPACT COMMUNITIES IN CONNECTICUT OR SOUTHERN NEW ENGLAND, WEBSTER BANK'S PRIMARY MARKET AREA- THE APPLICANT MUST HAVE A BOARD THAT IS REPRESENTATIVE OF THE COMMUNITY OF WHICH A MAJORITY ARE NEITHER EMPLOYEES NOR RELATIVES OF EMPLOYEES.- THE PROPOSED PROGRAM OR ACTIVITY MUST BE CONSISTENT WITH THE FOCUS AREAS STATED IN THE FOUNDATION'S MISSION STATEMENTRESTRICTIONSGENERALLY, SUPPORT WILL NOT BE PROVIDED:- FOR PROGRAMS OR ACTIVITIES NOT DIRECTLY SERVING COMMUNITIES IN WEBSTER BANK'S PRIMARYMARKET AREA- FOR MEMBERSHIP OR SUPPORT OF ORGANIZATIONS WITH LIMITED AVAILABILITY TO THE GENERAL PUBLIC- TO RELIGIOUS INSTITUTIONS, EXCEPT IN SUPPORT OF DISCRETE PROGRAMS THAT ALIGN WITH THE FOUNDATION'S PRIORITY AREAS, SERVE A BROAD POPULATION AND ARE NOT LIMITED TO MEMBERS OF THE INSTITUTION- FOR POLITICAL PURPOSES INCLUDING LOBBYING- TO SINGLE-DISEASE RELATED OR NATIONAL HEALTH RESEARCH/SERVICE ORGANIZATIONS.- TO INDIVIDUALSGRANT APPLICATION REQUIREMENTSGRANT APPLICATION MUST INCLUDE THE FOLLOWING:- ORGANIZATION OVERVIEW AND MISSION- PROJECT DESCRIPTION INCLUDING DOCUMENTED NEED, ANTICIPATED OUTCOMES, ECONOMIC AND DEMOGRAPHIC MAKEUP OF CLIENT POPULATION AND LEAD STAFF- EXPERIENCE IMPLEMENTING SIMILAR PROGRAMS OR ACTIVITIES INCLUDING THE PERCENTAGE OF THOSE SERVED WHO ARE LOW/MODERATE INCOME- LINE ITEM BUDGET, TIMEFRAMES AND OTHER SOURCES OF FUNDING- AMOUNT REQUESTED OF THE FOUNDATIONADDITIONAL INFORMATION REQUIRED:- IRS 501(C)(3) TAX DETERMINATION LETTER- LIST OF BOARD OF DIRECTORS AND KEY MANAGEMENT NOTING THE DEMOGRAPHIC MAKEUP BY RACE AND ETHNICITY- CURRENT OPERATING BUDGET OR ANNUAL REPORT- AGENCY PROMOTIONAL BROCHURE ISHARES RUSSELL 2000 ETF AT COST 482312 448587 VANGUARD MID-CAP ETF AT COST 342937 341981 VANGUARD S&P 500 ETF AT COST 2514782 2850120 ISHARES CORE MSCI EAFE ETF AT COST 622581 587071 ISHARES CORE MSCI EMERGING MARKETS ETF AT COST 508828 393512 ISHARES CORE U.S. AGGREGATE BOND ETF AT COST 1214442 1085299 VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF AT COST 103314 98304 WISDOMTREE FLOATING RATE AT COST 215372 214776 LEGAL FEES 1423 0 1423 INFORMATION TECHNOLOGY 6806 0 6806 MISC EXPENSE 865 0 865 INVESTMENT ADVISORY FEES 17209 17209 0 DUNCANNON GROUP 10390 0 10390 OTHER 1980 0 1980