2026-03-25T14:09:40-05:00 2025-06-30 410746749 CLIFTONLARSONALLEN 29 SOUTH MAIN STREET 4TH FLOOR WEST HARTFORD CT 06107 990 2024-07-01 061265380 CJR FUND INC CJRF 8605679423 PO BOX 161 LITCHFIELD CT 06759 DANIEL REZENDE PRESIDENT & CEO 8605679423 2026-03-24 1 1 ALEXANDRA SPIELVOGEL P02040631 8602316628 2026-03-24 2024 2025-03-06 01:10:19Z DANIEL REZENDE PO BOX 161 LITCHFIELD CT 06759 2318661 0 X CTJUNIORREPUBLIC.ORG X 1989 CT THE PURPOSE OF THE ORGANIZATION IS TO ASSIST MARY BUEL MEMORIAL, INCORPORATED AND THE CONNECTICUT JUNIOR REPUBLIC ASSOCIATION, INCORPORATED BY A) SOLICITING AND RECEIVING CONTRIBUTIONS, GRANTS, BEQUESTS, AND DEVISES, FOR THE CHARITABLE PURPOSES OF THOSE ORGANIZATIONS B) ACCEPTING, HOLDING, INVESTING, REINVESTING, AND ADMINISTERING ANY SUCH FUNDS C) MAKING DISTRIBUTIONS TO THOSE ORGANIZATIONS FOR ANY PROPER PURPOSE. 11 10 0 10 0 0 2282333 2123418 0 0 70189 159014 -11905 -30314 2340617 2252118 658840 1096155 0 0 257906 274640 0 0 323196 279406 403516 1196152 1774311 1144465 477807 29435029 32179256 383378 519016 29051651 31660240 X SEE SCHEDULE OTHE PURPOSE OF THE ORGANIZATION IS TO ASSIST MARY BUEL MEMORIAL, INCORPORATED AND THE CONNECTICUT JUNIOR REPUBLIC ASSOCIATION, INCORPORATED BY A) SOLICITING AND RECEIVING CONTRIBUTIONS, GRANTS, BEQUESTS, AND DEVISES, FOR THE CHARITABLE PURPOSES OF THOSE ORGANIZATIONS B) ACCEPTING, HOLDING, INVESTING, REINVESTING, AND ADMINISTERING ANY SUCH FUNDS C) MAKING DISTRIBUTIONS TO THOSE ORGANIZATIONS FOR ANY PROPER PURPOSE. 0 0 1048434 1048434 GRANT TO CJR ASSOCIATION, INCORPORATED - A GRANT IS MADE ANNUALLY TO THIS RELATED 501(C) 3 ORGANIZATION AT THE DISCRETION OF THE BOARD OF DIRECTORS. 47721 47721 SCHOLARSHIPS - SCHOLARSHIPS ARE GRANTED TO A LIMITED NUMBER OF ALUMNI WHO QUALIFY TO FURTHER THEIR EDUCATION. 1096155 1 1 0 1 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 9 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 11 10 0 0 0 0 1 1 0 1 0 1 0 1 1 1 1 1 1 0 0 0 X X PATRICIA SHISHKOV 8605679423 550 GOSHEN RD LITCHFIELD CT 06759 DANIEL REZENDE PRESIDENT/ CEO 1.00 44.00 X X 0 222099 37786 BRIAN MCNAMARA CHAIR 2.00 2.00 X X 0 0 0 KATE HONAN VICE CHAIR 2.00 1.00 X X 0 0 0 CAROL G BRAMLEY BOARD MEMBER 1.00 3.00 X 0 0 0 PATRICK J BOLAND BOARD MEMBER 1.00 2.00 X 0 0 0 DAVID BURGOS BOARD MEMBER 1.00 4.00 X 0 0 0 ANNE J FITZGERALD BOARD MEMBER 1.00 0.00 X 0 0 0 FREDRICK F JUDD III BOARD MEMBER 1.00 1.00 X 0 0 0 GREGORY S ONEGLIA BOARD MEMBER 1.00 2.00 X 0 0 0 JULIE LOUGHRAN BOARD MEMBER 1.00 1.00 X 0 0 0 KEVIN TAYLOR BOARD MEMBER 1.00 3.00 X 0 0 0 PATRICIA SHISHKOV TREASURER 1.00 44.00 X 0 147653 40093 HEDY BARTON DEVELOPMENT OFFICER 40.00 0.00 X 146411 0 21887 146411 369752 99766 1 0 1 0 0 224702 1898716 16032 2123418 159014 159014 36229 224702 66543 -30314 -30314 2252118 0 0 128700 X 1048434 1048434 47721 47721 219016 109508 109508 38870 19435 19435 16754 8377 8377 14885 14885 30000 30000 257710 119937 137773 75402 30524 44878 14400 14400 381 381 4149 3654 495 SERVICE FEES 5705 3845 1860 BAD DEBT 489 489 MEMBERSHIP DUES 395 395 1774311 1096155 354960 323196 3085536 3350329 783416 1030731 425 88100 19419 27103 7421 7278 132316 140146 25406496 27535569 29435029 32179256 25749 22298 179658 205000 177971 291718 383378 519016 X 27966034 29699227 1085617 1961013 29051651 31660240 29435029 32179256 477807 2130782 0 X 0 1 X 1 0 X 1159845 831582 1918513 2282333 2123418 8315691 1159845 831582 1918513 2282333 2123418 8315691 2806629 5509062 7824 5926 13975 70189 159014 256928 37822 35940 36229 109991 8682610 0.63450 0.71980 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 0 0 0 1 30000 0 0 30000 0 SCHEDULE C, PART II-B, LINE 1 DETAILED DESCRIPTION OF LOBBYING ACTIVITIES CJR FUND, INC. JULY 1, 2024 - JUNE 30, 2025 DURING FY 2025 - 25, THE CJR FUND, INC., ENGAGED IN THE FOLLOWING ACTIVIES TO EDUCATE LEGISLATORS AND ELECTED OFFICALS ABOUT ITS PROGRAMS AND SERVICES TO HELP AT-RISK AND TROUBLED YOUNG PEOPLE AND THEIR FAMILIES: - RETAINED THE SERVICES OF SULLIVAN AND LESHANE, INC., A LOBBYING FIRM. - SENT PUBLICATIONS (NEWSLETTER AND ANNUAL REPORTS) TO GOVERNMENT OFFICIALS, LEGISLATORS, AND OTHER KEY CONSTIENTS, INCLUDING DONORS, REFERRING AGENCIES, ECT. - INVITED GOVERNMENT OFFICIALS AND LEGISLATORS TO AGENCY EVENTS BASED ON THEIR POSITION OR RELATIONSHIP WITH JUNIOR REPUBLIC. - PRESIDENT/ CEO, WHO IS REGISTERED AS A LOBBYIST, SPOKE WITH ELECTED OFFICIALS REGARDING SPECIFIC PROGRAMS AND ISSUES RELATING TO REFERRALS AND FUNDING. 0 TCG BALANCED FUND LP 27535569 F 27535569 DUE TO CJR ASSOCIATION INC. 291718 291718 X 4449443 2130782 66543 2197325 2252118 0 2252118 1840854 66543 66543 1774311 0 1774311 PART X, LINE 2: THE ORGANIZATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE ORGANIZATION'S RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) FOR THE YEARS ENDED JUNE 30, 2022, 2023, AND 2024 ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY THREE YEARS AFTER THEY WERE FILED. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 66,543. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 66,543. GOLF TOURNAMENT 129765 98740 31025 42723 WATERBURY SCHOLARSHIP DINNER 91508 86304 5204 13533 1 39658 39658 10287 260931 224702 36229 66543 66543 -30314 1 CONNECTICUT JUNIOR REPUBLIC ASSOCIATION INC PO BOX 161 LITCHFIELD CT 06759 060646590 501(C)(3) 1048434 0 ORGANIZATIONAL SUPPORT 1 0 SCHOLARSHIPS 25 47721 PART I, LINE 2: PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS PRIOR TO RELEASING OF ALUMNI SCHOLARSHIP FUNDS TO INDIVIDUALS, STUDENTS THAT ARE AWARDED SCHOLARSHIPS MUST PROVIDE EVIDENCE OF ENROLLMENT IN CLASS TO THE AGENCY BUSINESS OFFICE. WITH THIS INFORMATION, THE AGENCY BUSINESS OFFICE PROCESSES SCHOLARSHIP PAYMENTS DIRECTLY PAYABLE TO THE EDUCATIONAL INSTITUTION THAT THE SCHOLARSHIP AWARDEE ENROLLED IN TO OFFSET APPROPRATE TUITION COSTS. 0 0 0 0 0 0 0 0 0 DANIEL REZENDE PRESIDENT/ CEO 0 222099 0 0 0 0 0 6819 0 30967 0 259885 0 0 PATRICIA SHISHKOV TREASURER 0 147653 0 0 0 0 0 4743 0 35350 0 187746 0 0 HEDY BARTON DEVELOPMENT OFFICER 146411 0 0 0 0 0 3555 0 18332 0 168298 0 0 0 PART I, LINE 3 COMPENSATION PROCESS FOR TOP OFFICIAL EXECUTIVE COMPENSATION COMMITTEE PROCESS AND PROCEDURES: THE EXECUTIVE COMPENSATION COMMITTEE ALLOWS THE ORGANIZATION TO TAKE A SYSTEMATIC APPROACH TO MANAGING ITS EXECUTIVE COMPENSATION PLAN. THE COMMITTEE GIVES LEADERSHIP AND GOVERNANCE TO THE PRESIDENT AND CEOS ANNUAL COMPENSATION AND REPORTS TO THE BOARD ANNUALLY. IN KEEPING WITH THE OVERSIGHT AND FIDUCIARY RESPONSIBILITIES OF THE BOARD, THE EXECUTIVE COMPENSATION COMMITTEE IS A STANDING COMMITTEE OF THE BOARD OF DIRECTORS. THE EXECUTIVE COMPENSATION COMMITTEE IS GIVEN THE AUTHORITY AND HAS BEEN DESIGNATED BY THE BOARD OF DIRECTORS TO DETERMINE THE TOTAL COMPENSATION PACKAGE OF ITS PRESIDENT AND CEO. ALSO, THIS COMMITTEE COMPLETES THE PRESIDENT AND CEO'S PERFORMANCE REVIEW. THE COMMITTEE IS COMPRISED OF OFFICERS OF THE BOARD AND OTHER BOARD MEMBERS. ALL MEMBERS OF THE COMMITTEE SERVE FOR A MINIMUM OF ONE FULL YEAR. THIS IS AN INDEPENDENT BODY OF THE VOLUNTEERS WITH KNOWLEDGE OF THE EXECUTIVE DIRECTORS CONTRIBUTIONS TO THE ORGANIZATION, WHO HAVE NO FAMILY RELATIONSHIP, PROFESSIONAL ASSOCIATIONS OR BUSINESS RELATIONSHIP WITH THE PERSONS UNDER REVIEW. THEY ARE ACTIVE VOLUNTEERS WHO HOLD OR MAY HAVE HELD LEADERSHIP POSITIONS WITH THE ORGANIZATION. THE ROLE OF THE EXECUTIVE COMPENSATION COMMITTEE IS TO PROVIDE THE NECESSARY DIRECTION TO AND OVERSIGHT OF THE ORGANIZATION'S EXECUTIVE COMPENSATION PROGRAM AND TO DEVELOP THE TOTAL COMPENSATION AND BENEFITS PACKAGE OF THE PRESIDENT AND CEO. PERFORMANCE MEASUREMENT AND COMPARATIVE COMPENSATION DATA: THE PRESIDENT AND CEO PROVIDES THE EXECUTIVE COMPENSATION COMMITTEE WITH AN ANNUAL REPORT CONSISTING OF PRIORITIES/OUTCOMES FROM THE PREVIOUS YEAR AS WELL AS PRIORITIES FOR THE UPCOMING YEAR. COMPENSATION DATA FROM AN INDEPENDENT SOURCE IS REVIEWED AND THE COMPENSATION OF PRESIDENT AND CEO IS CONSIDERED IN RELATION TO OTHER ORGANIZATIONS BASED ON THE COMMITTEES KNOWLEDGE OF THOSE COMPENSATION AMOUNTS. COMPENSATION PROCESS FOR OFFICERS: COMPENSATION FOR THE TREASURER AND OTHER KEY TOP MANAGEMENT POSISTIONS IS DETERMINED BY THE PRESIDENT AND CEO. THE PRESIDENT AND CEO HAS SPECIFIC KNOWLEDGE OF THE JOB REQUIREMENTS FOR THESE POSITIONS AND THE REQUIRED PERFORMANCE IN MEETING THE METRICS OF THE POSITION. THE PRESIDENT AND CEO INCORPORATES COMPARABLE INFORMATION PROVIDED BY OUTSIDE SOURCES DURING THE PERFORMANCE EVALUATION PROCESS TO DETERMINE THE APPROPRIATE COMPENSATION FOR THESE INDIVIDUALS. THE COMPENSATION FOR THESE POSITIONS IS INCLUDED IN THE ORGANIZATIONS ANNUAL BUDGET WHICH IS APPROVED BY THE BOARD OF DIRECTORS EACH YEAR. THIS PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2025. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION'S SOLE MEMBER IS MARY BUEL MEMORIAL, INCORPORATED AS DESCRIBED IN SCHEDULE R. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS OF THE ORGANIZATION ARE ELECTED BY ITS SOLE MEMBER ANNUALLY. THE SOLE MEMBER ALSO HAS THE RIGHT AND POWER TO APPROVE THE ORGANIZATIONS ANNUAL BUDGET FOR FUNDRAISING PROGRAMS, REVIEW AND APPROVE INVESTMENT POLICIES AND THE APPOINTMENT OF INVESTMENT MANAGERS, TO REMOVE MEMBERS OF THE BOARD OF DIRECTORS AT ANY TIME, VOTE ON ALL MATTERS IN ACCORDANCE WITH THE CONNECTICUT NONSTOCK CORPORATION ACT AND ACT ON ANY MATTERS AS PERMITTED BY THE ORGANIZATIONS BYLAWS. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S BOARD OF DIRECTORS HAS ASSIGNED THE DUTY OF REVIEWING THE ANNUAL 990 TO ITS STANDING AUDIT COMMITEE. THE ANNUAL 990 IS PREPARED BY THE ORGANIZATIONS ACCOUNTING FIRM WORKING CLOSELY WITH THE TREAUSER AND PRESIDENT AND CEO. COPIES OF THE COMPLETED RETURN ARE PROVIDED TO THE AUDIT COMITTEE FOR REVIEW BEFORE FILING. UPON REVIEW AND APPROVAL BY THE AUDIT COMMITTEE, COPIES OF THE 990 FORM ARE PROVIDED TO ALL BOARD OF DIRECTOR MEMBERS BEFORE THE RETURN IS FILED. THE RETURN IS THEN FILED WITH THE INTERNAL REVENUE SERVICE AS REQUIRED. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD OF DIRECTOR MEMBERS, OFFICERS AND KEY EMPLOYEES OF THE ORGANIZATION ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST STATEMENT DISCLOSURE ANNUALLY. THIS DISCLOSURE STATEMENT REQUIRES THE INDIVIDUAL TO ANSWER A SERIES OF QUESTIONS REGARDING TRANSACTIONS, EVENTS, AND CIRCUMSTANCES WHICH COULD LEAD TO CONFLICTS OF INTEREST. THE DISCLOSURE STATEMENT ALSO REQUIRES THE INDIVIDUAL TO SIGN THAT THEY HAVE READ AND UNDERSTAND THE ORGANIZATIONS CONFLICT OF INTEREST POLICY AND THAT THEIR RESPONSES TO THE QUESTIONS ARE COMPLETE AND ACCURATE. THE COMPLETE ANNUAL CONFLICT OF INTEREST DISCLOSURE STATEMENTS ARE REVIEWED BY THE PRESIDENT AND CEO AND THE TREASURER OF THE ORGANIZATION. THE PRESIDENT AND CEO AND THE TREASURER CONTACT ANY INDIVIDUAL IF THERE ARE QUESTIONS OR ANSWERS TO QUESTIONS ON THE DISCLOSURE STATEMENT THAT NEED CLARIFICATION OR FURTHER RESEARCH. IF IT IS DETERMINED THAT A CONFLICT DOES EXIST WITH RESPECT TO A MATTER, THE ORGANIZATION ENFORCES THE POLICY BY MAKING SURE THAT THE PERSON WITH THE CONFLICT DOES NOT PARTICIPATE IN THE DECISION-MAKING PROCESS. CONTEMPORANEOUS DOCUMENTATION IS MAINTAINED OF HOW ALL CONFLICT MATTERS ARE RESOLVED. THE TREASURER MAINTAINS RECORDS OF INDIDIVUAL BUSINESS TRANSACTIONS AND RELATIONSHIPS REPORTED ON THE DISCLOSURE STATEMENTS AS WELL AS KNOWN TRANSACTIONS FROM ACCOUNTS PAYABLE AND GENERAL LEDGER RECORDS. THESE TRANSACTIONS AND OTHER CONFLICTS MATTERS ARE COMPLIED AND PROVIDED TO THE ORGANIZATIONS ACCOUNTING FIRM FOR INCLUSION IN THE ANNUAL 990 RETURN AS NECESSARY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, ANNUAL AUDITED FINANCIAL STATEMENTS AND ANNUAL 990 FILING ARE AVAILABLE FOR INSPECTION BY MEMBERS OF THE PUBLIC AT THE ORGANIZATIONS PLACE OF BUSINESS DURING NORMAL BUSINESS HOURS. APPOINTMENTS FOR REVIEW OF THESE DOCUMENTS MUST BE MADE WITH THE TREASURER OF THE ORGANIZATION IN ADVANCE. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 57,361. FUNDRAISING EXPENSES 85,466. TOTAL EXPENSES 142,827. CONSULTING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 62,576. FUNDRAISING EXPENSES 52,307. TOTAL EXPENSES 114,883. CONNECTICUT JUNIOR REPUBLIC ASSOC 550 GOSHEN ROAD LITCHFIELD CT 06759 OPERATING CT 501(C)(3) LINE 7 MARY BUEL MEMORIAL INC 0 BUEL REAL ESTATE INC 550 GOSHEN ROAD LITCHFIELD CT 06759 REALESTATE CT 501(C)(2) MARY BUEL MEMORIAL INC 0 MARY BUEL MEMORIAL INC 550 GOSHEN ROAD LITCHFIELD CT 06759 SUPPORTING CT 501(C)(3) LINE 12B, II N/A 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0