This organization files Form 990, which has no section for application policy. Its filings cannot say either way.
The latest filing we hold carries no statement about applications. That is not the same as closed: public-charity Form 990s have no field for it, and many foundations leave the section blank.
Grants paid by year
Total assets by year
Where the money went · FY2025
Form 990 splits expenses into program services, management and fundraising. The split is self-reported, and a grantmaker, a research institute and a direct-service nonprofit book the same work differently. A line the return does not carry reads "not available"; it is never counted as zero.
| Year | Form | Revenue | Expenses | Grants paid | Assets | Net assets |
|---|---|---|---|---|---|---|
| FY2025 | 990 | $3,440,508 | $3,119,672 | $302,426 | $3,180,021 | $2,899,552 |
| FY2024 | 990 | $6,157,178 | $6,253,368 | $242,387 | $2,772,949 | $2,419,850 |
| FY2023 | 990 | $5,077,022 | $5,172,195 | $221,150 | $2,627,534 | $2,411,882 |
| FY2022 | 990 | $12,511,714 | $12,315,548 | $163,050 | $2,880,357 | $2,400,995 |
| FY2021 | 990 | $14,465,356 | $13,947,934 | $144,325 | $2,800,338 | $2,399,020 |
| FY2020 | 990 | $2,875,789 | $2,802,837 | $145,000 | $2,048,262 | $1,697,343 |
Figures are as reported on the e-filed return, with no restatement. Fiscal years are the funder's own tax year, labelled by the calendar year the period ends in. A blank line means the return does not carry that figure; a real zero shows as $0. When an amended return replaces an original, every figure here uses the amended return. The original is not shown. Giving is what the funder actually paid out toward its charitable purpose in the year (qualifying distributions on Form 990-PF, charitable disbursements otherwise). Assets are what it holds; giving is what moves.
Recipient focus areas
Where recipients are
Based on the 80% of grant rows we could match to an organization record. The rest stay as reported. The IRS assigns the NTEE category when it grants exemption. It often reflects the original filing, not today's giving.
| Recipient | Purpose | Amount | Year | Source |
|---|---|---|---|---|
| CHURCH OF THE GOOD SHEPHERDHARTFORD, CT | HISTORIC PRESERVATIO | $15,000 | 2020 | |
Recipients are shown as the funder wrote them on the return. A recipient with a link was matched to an organization record; the rest stay as reported and are never guessed.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jane Montanaro | EXECUTIVE DI | 40.00 | $110,854 |
| Caroline Sloat | CHAIR | 2.00 | $0 |
| Mary Jean Agostini | VICE CHAIR | 2.00 | $0 |
| Garry Leonard | TREASURER |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| HISTORIC PRESERVATIO |
| $15,000 |
| 2021 |
| FIRST CHURCH OF CHRISTOLD SAYBROOK, CT | HISTORIC PRESERVATIO | $15,000 | 2020 |
| FIRST CONGREGATIONAL CHURCH OF WOODWOODSTOCK, CT | HISTORIC PRESERVATIO | $15,000 | 2021 |
| CALVARY TEMPLE CHRISTIAN CENTER INBRIDGEPORT, CT | HISTORIC PRESERVATIO | $15,000 | 2025 |
| HARTFORD SPANISH SEVENTH-DAY ADVENTHARTFORD, CT | HISTORIC PRESERVATIO | $15,000 | 2024 |
| FIRST CONGREGATIONAL CHURCH OF NORWNORWICH, CT | HISTORIC PRESERVATIO | $15,000 | 2020 |
| PITTS CHAPELNEW HAVEN, CT | HISTORIC PRESERVATIO | $12,500 | 2023 |
| NORWICH HISTORICAL SOCIETYNORWICH, CT | HISTORIC PRESERVATIO | $10,000 | 2020 |
| WINDHAM PRESERVATION INCWINDHAM, CT | HISTORIC PRESERVATIO | $10,000 | 2024 |
| FARMINGTON LAND TRUST INCFARMINGTON, CT | HISTORIC PRESERVATIO | $10,000 | 2021 |
| WINDHAM FREE LIBRARY ASSOCIATIONWINDHAM, CT | HISTORIC PRESERVATIO | $10,000 | 2023 |
| OLD SAYBROOK HISTORICAL SOCIETYOLD SAYBROOK, CT | HISTORIC PRESERVATIO | $10,000 | 2023 |
| BRANFORD LAND TRUSTBRANFORD, CT | HISTORIC PRESERVATIO | $10,000 | 2023 |
| SIMSBURY HISTORICAL SOCIETYSIMSBURY, CT | HISTORIC PRESERVATIO | $10,000 | 2025 |
| NEIGHBORHOOD HOUSING SERVICES OF NENEW HAVEN, CT | HISTORIC PRESERVATIO | $10,000 | 2021 |
| MERWINSVILLE HOTEL RESTORATION INCGAYLORDSVILLE, CT | HISTORIC PRESERVATIO | $10,000 | 2025 |
| NOAH WEBSTER HOUSE INCWEST HARTFORD, CT | HISTORIC PRESERVATIO | $10,000 | 2020 |
| BRISTOL HISTORICAL SOCIETYBRISTOL, CT | HISTORIC PRESERVATIO | $10,000 | 2020 |
| DARIEN HISTORICAL SOCIETYDARIEN, CT | HISTORIC PRESERVATIO | $10,000 | 2024 |
| HILL STEAD MUSEUMFARMINGTON, CT | HISTORIC PRESERVATIO | $10,000 | 2025 |
| CONNECTICUT DAUGHTERS OF THE AMERICLEBANON, CT | HISTORIC PRESERVATIO | $10,000 | 2025 |
| MADISON HISTORICAL SOCIETYMADISON, CT | HISTORIC PRESERVATIO | $10,000 | 2023 |
| SEABURY SOCIETY FOR PRESERVATION OFWOODBURY, CT | HISTORIC PRESERVATIO | $10,000 | 2024 |
| HOTCHKISS LIBRARY OF SHARON INCSHARON, CT | HISTORIC PRESERVATIO | $10,000 | 2021 |
| 2.00 |
| $0 |
| Ellen Gould | SECRETARY | 2.00 | $0 |
| Catherine Osten | BOARD MEMBER | 2.00 | $0 |
| Brian T Smith | BOARD MEMBER | 2.00 | $0 |
| Cristina Ross | BOARD MEMBER | 2.00 | $0 |
| Nancy Bullis | BOARD MEMBER | 2.00 | $0 |
| Deb Cohen | BOARD MEMBER | 2.00 | $0 |
| Nick Fabiani | BOARD MEMBER | 2.00 | $0 |
| Edward Gerber | BOARD MEMBER | 2.00 | $0 |
| John Goodrich | BOARD MEMBER | 2.00 | $0 |
| Henry Griggs | BOARD MEMBER | 2.00 | $0 |
| John Harrington | BOARD MEMBER | 2.00 | $0 |
| Jeffrey Kaufman | BOARD MEMBER | 2.00 | $0 |
| Hilary Lewis | BOARD MEMBER | 2.00 | $0 |
| Tom Nissley | BOARD MEMBER | 2.00 | $0 |
| Priyanka Panjwani | BOARD MEMBER | 2.00 | $0 |
| Edith Pestana | BOARD MEMBER | 2.00 | $0 |
| Alan Ponanski | BOARD MEMBER | 2.00 | $0 |
| James Quinn | BOARD MEMBER | 2.00 | $0 |
| Pieter Roos | BOARD MEMBER | 2.00 | $0 |
| Robert Tierney | BOARD MEMBER | 2.00 | $0 |