Total Assets: $11,887,591
Total Giving: $606,262
None
None
The following grants were reported in 2007:
$55,000 to Liberty Bank Foundation Scholarships, to provide scholarships for outstanding students from Liberty Bank’s market area, payable over 1 year.
$42,000 to United Way – Middlesex County, Middletown, CT, to support the Annual Appeal, payable over 1 year.
$40,000 to Mercy Housing And Shelter Corporation, Hartford, CT, to support the purchase of health code compliant kitchen equipment for the Shepherd Home, payable over 1 year.
$25,000 to Windham Hospital Foundation, Willimantic, CT, to support the Capital Campaign, payable over 1 year.
$20,000 to William W. Backus Hospital, Norwich, CT, to support the Backus Care Campaign, payable over 1 year.
$20,000 to Liberty Bank Foundation – K-12 Grants Program, to support enrichment programs In K-12 schools throughout Liberty Bank’s market area, payable over 1 year.
$19,106 to Liberty Bank Rotary Club Thanksgiving Dinner Drive, to match funds donated at Liberty Bank branches to provide Thanksgiving dinners for needy families, payable over 1 year.
$15,000 to Windham Community After School Program, Willimantic, CT, to support the Windham Before and After School Funding Collaborative, payable over 1 year.
$12,500 to United Way – Southeastern Connecticut, Gales Ferry, CT, To support the Annual Appeal, payable over 1 year.
$12,000 to Liberty Bank Foundation – Adult Education Program, To provide scholarships for low/moderate income graduates of adult education programs who are going on to college, payable over 1 year.
Giving limited to areas of company operations in towns of Cheshire, Madison, Mansfield, Marlborough, North Haven, Wallingford, Wethersfield, and Windham, and Middlesex and New London counties, CT.
No support for political, religious, or fraternal organizations not of direct benefit to the entire community, or foundations.
No grants to individuals, or for college, university, or hospital annual campaigns, trips, tours, or conferences, scientific or medical research, deficit spending or debt reduction, or endowments.
The foundation supports organizations involved with arts and culture, education, health, employment, housing, youth development, human services, and community development. Special emphasis is directed toward supporting preventative programs designed to assist low and moderate income residents of the company’s market area.
Type of Grantmaker: Company-sponsored foundation
Established in 1997 in CT.
Phone: (860) 704-2181
Email: [email protected]
Address:
55 High St.
P.O. Box 1212
Middletown, CT 06457-1212
Procedure:
The Connecticut Council for Philanthropy Common Application Form is accepted. Support is limited to 1 contribution per organization during any given year. After three consecutive years of funding, an organization must refrain from re-applying until a waiting period of one calendar year has elapsed. Application form required. Applicants should submit the following:
1. Copy of IRS Determination Letter
2. Brief history of organization and description of its mission
3. Copy of most recent annual report/audited financial statement/990
4. Listing of board of directors, trustees, officers and other key people and their affiliations
5. Copy of current year’s organizational budget and/or project budget
Initial approach: Telephone for preliminary discussion
Copies of proposal: 1
Board meeting date(s): Third Wed. of Mar., June, Sept., and Dec.
Deadline(s): Mar. 31, June 30, Sept. 30, and Dec. 31
Final notification: Within 3 months
Donors:
Liberty Bank
Officers and Trustees:
Michael Helfgott, Chairperson
Chandler J. Howard, President and Chief Executive Officer
SUSn Murphy, V.P, Secretary, and Executive Director
Kathy Doucette, Treasurer
Catalina Caban-Owen
Mark R. Gingras
Willard McRae
Mary Murphy
Wilfredo Nieves
Thomas J. Pastorello
Calvin Price
Robert Steele
Richard W. Tomc
