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Nonprofit · EIN 20-3000295

ROCKVILLE BANK FOUNDATION CONNECTICUT INC

Tax-exempt · VERNON, CT 06066

Financials

$422K$574K2023$333K$468K2024
Revenue Expenses · by fiscal year end
Financials of ROCKVILLE BANK FOUNDATION CONNECTICUT INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$333,301$468,321-$135,020$11,359,625$20,000$11,339,625
December 31, 2023990-PF$422,336$574,134-$151,798$10,947,062$240,000$10,707,062
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Dividends
$364,584
Net gain from sales of assets
-$31,283

Expenses

Grants and similar amounts paid
$350,276
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$15,181
Disbursements for charitable purposes
$425,789
Excise tax on investment income
$4,540

Balance sheet and other

Total assets, start of year
$10,947,062
Total assets, end of year
$11,359,625
Total liabilities, end of year
$20,000
Net assets, end of year
$11,339,625
Fair market value of assets
$11,359,625
Qualifying distributions
$425,789
Net investment income
$364,584

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
JOANN SMITH
PO BOX 2376, VERNON, CT 06606
PRESIDENT1$0
ROSEMARIE PAPA
PO BOX 2376, VERNON, CT 06606
VICE PRESIDENT1$0
ANNE RIVERS
PO BOX 2376, VERNON, CT 06606
TREASURER AND SECRETARY1$0
MICHAEL BARS
PO BOX 2376, VERNON, CT 06606
DIRECTOR1$0
RAYMOND LEFURGE
PO BOX 2376, VERNON, CT 06606
DIRECTOR1$0
LYNN GAGNE
PO BOX 2376, VERNON, CT 06606
DIRECTOR1$0
ANABELLA RAMOS
PO BOX 2376, VERNON, CT 06606
DIRECTOR1$0
TYWAN WATKINS
PO BOX 2376, VERNON, CT 06606
DIRECTOR1$0
990-PF for the year ended December 31, 2023: 6 people
NameTitleHours / weekCompensation
JOANN SMITH
PO BOX 2376, VERNON, CT 06606
PRESIDENT1$0
ROSEMARIE PAPA
PO BOX 2376, VERNON, CT 06606
VICE PRESIDENT1$0
ANNE RIVERS
PO BOX 2376, VERNON, CT 06606
TREASURER AND SECRETARY1$0
MICHAEL BARS
PO BOX 2376, VERNON, CT 06606
DIRECTOR1$0
RAYMOND LEFURGE
PO BOX 2376, VERNON, CT 06606
DIRECTOR1$0
RICHARD TRACHIMOWICZ
PO BOX 2376, VERNON, CT 06606
DIRECTOR1$0

Address and contacts

Address (IRS master file)
PO BOX 2376, VERNON, CT 06066-1776
In care of
% GREGORY A WHITE
Signed the 990-PF
LISA SEDLMEIER, EXECUTIVE DIRECTOR
Phone
(860) 291-3600
Return prepared by
WHITTLESEY PC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
20-3000295
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2007
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$11,359,625
Income (IRS master file)
$2,604,994

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$333,301$468,321$11,359,625XML
990-PFDecember 2023$422,336$574,134$10,947,062XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-3000295).

Questions about ROCKVILLE BANK FOUNDATION CONNECTICUT INC

What is the EIN of ROCKVILLE BANK FOUNDATION CONNECTICUT INC?
The employer identification number (EIN) of ROCKVILLE BANK FOUNDATION CONNECTICUT INC is 20-3000295.
Is ROCKVILLE BANK FOUNDATION CONNECTICUT INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
Are donations to ROCKVILLE BANK FOUNDATION CONNECTICUT INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ROCKVILLE BANK FOUNDATION CONNECTICUT INC file?
Form 990-PF. Private foundations file every year.
When is the next return of ROCKVILLE BANK FOUNDATION CONNECTICUT INC due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ROCKVILLE BANK FOUNDATION CONNECTICUT INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of ROCKVILLE BANK FOUNDATION CONNECTICUT INC?
The 990-PF for the year ended December 31, 2024 lists 8 people; 0 received compensation from the organization.
How much revenue does ROCKVILLE BANK FOUNDATION CONNECTICUT INC have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $333,301, expenses of $468,321 and total assets of $11,359,625 at year end.

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