2024-05-15T10:55:36-05:00 2023-10-31 060674034 VENMAN & CO LLC CPA'S 375 BRIDGEPORT AVENUE SHELTON CT 06484 990 2022-11-01 066075079 THE SOUTHBURY TRAINING SCHOOL FOUNDATION INC SOUT 2032644368 1461 SOUTH BRITAIN ROAD SOUTHBURY CT 06488 ALFRED JENNINGS JR PRESIDENT 2032644368 2024-05-15 ALFRED JENNINGS JR 999009999 1 JANET BARILLARI P00236314 2039299945 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z ALFRED JENNINGS JR 112 OLD MILL ROAD FAIRFIELD CT 06824 588685 0 X N/A X 1964 CT TO PROVIDE SERVICES RELATED TO CARE, CUSTODY, EDUCATION, TRAINING, COMFORT, WELFARE, ETC OF INTELLECTUALLY DISABLED PERSONS IN RESIDENCE AT THE SOUTHBURY TRAINING SCHOOL IN SOUTHBURY, CT AS WELL AS GUARDIANSHIP PROGRAM FOR RESIDENTS AND FORMER RESIDENTS OF THE SCHOOL. 4 4 1 4 0 0 21165 443710 0 0 19297 18891 0 0 40462 462601 8956 4691 0 0 103013 102448 0 0 0 45064 52227 157033 159366 -116571 303235 855086 1194635 2826 7970 852260 1186665 TO PROVIDE SERVICES RELATED TO CARE, CUSTODY, EDUCATION, TRAINING, COMFORT, WELFARE, ETC OF INTELLECTUALLY DISABLED PERSONS IN RESIDENCE AT THE SOUTHBURY TRAINING SCHOOL IN SOUTHBURY, CT AS WELL AS GUARDIANSHIP PROGRAM FOR RESIDENTS AND FORMER RESIDENTS OF THE SCHOOL. 0 0 95126 4691 SERVICES RELATED TO CARE, CUSTODY, EDUCATION, TRAINING, COMFORT, WELFARE, ETC. OF INTELLECTUALLY DISABLED PERSONS IN RESIDENCE AT THE SOUTHBURY TRAINING SCHOOL IN SOUTHBURY, CT AS WELL AS GUARDIANSHIP PROGRAM FOR RESIDENTS AND FORMER RESIDENTS OF THE SCHOOL 95126 1 1 0 1 0 0 0 0 0 0 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 2 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 X 4 4 1 0 0 0 1 1 1 1 1 0 0 1 1 0 0 1 0 1 0 0 X DONNA FELLER 2034146577 707 HAWLEY LN UNIT 7 STRATFORD CT 06614 X ALFRED JENNINGS JR PRESIDENT 0.00 X X 0 0 0 SANDRA E O'NEIL VICE PRESIDENT 0.00 X X 0 0 0 KAREN JENNINGS SECRETARY 0.00 X X 0 0 0 ROBERT L LEWIS TREASURER 0.00 X X 0 0 0 0 0 0 0 0 0 0 0 443710 443710 21217 21217 123758 126084 -2326 -2326 -2326 462601 0 0 18891 4691 4691 94931 66452 28479 7517 5262 2255 19855 19855 8791 8791 1823 1276 547 5476 2884 2592 2079 2079 2779 1723 1056 OTHER GIFTS 5410 5410 MISC EXPENSE 3325 2660 665 BEAUTIFICATION PROJECT 2689 2689 159366 95126 64240 0 57827 23096 2168 2168 6302 6302 0 0 315711 503572 479380 660999 0 4800 855086 1194635 2826 3170 0 4800 2826 7970 X 852260 1186665 852260 1186665 855086 1194635 303235 31170 0 X 0 1 X 1 0 X X 1 SOUTHBURY TRAINING SCHOOL 061293025 6 1 95126 0 1 95126 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 X FORM 990, SCHEDULE A, PAGE 5, SECTION D, LINE 2 THE BYLAWS REQUIRE THAT AT LEAST ONE MEMBER OF OUR BOARD OF DIRECTORS SHALL ALSO BE A MEMBER OF THE BOARD OF TRUSTEES OF SOUTHBURY TRAINING SCHOOL. AT THIS TIME ONE MEMBER OF OUR BOARD OF DIRECTORS IS ALSO A MEMBER OF THE BOARD OF TRUSTEES OF SOUTHBURY TRAINING SCHOOL. BUT - THE BOARD OF TRUSTEES OF SOUTHBURY TRAINING SCHOOL IS NOT "THE GOVERNING BODY" OF SOUTHBURY TRAINING SCHOOL OR OF DDS WHICH OPERATES SOUTHBURY TRAINING SCHOOL. THE BOARD OF TRUSTEES IS A FOUR MEMBER ADVISORY BODY APPOINTED BY THE GOVERNOR PURSUANT TO CONN. GEN. STAT. SECTION 17A-271 TO "ADVISE THE DIRECTOR OF THE INSTITUTION ON GENERAL POLICIES OF THE OPERATION AND ADMINISTRATION OF THE INSTITUTION." FORM 990, SCHEDULE A, PAGE 5, SECTION D, LINE 3 NO OFFICIAL OR REPRESENTATIVE OF DDS OR SOUTHBURY TRAINING SCHOOL HAS ANY VOICE OR ROLE IN THE INVESTMENT POLICIES OF STS FOUNDATION, INC. OR IN DIRECTING THE USE OF THE FOUNDATION'S INCOME OR ASSETS. THE DIRECTOR OF SOUTHBURY TRAINING SCHOOL HAS FROM TIME TO TIME REQUESTED THAT STS FOUNDATION PROVIDE CERTAIN SERVICES OR EQUIPMENT TO SOUTHBURY TRAINING SCHOOL FOR THE BENEFIT OF ITS RESIDENTS, BUT THE DECISION WHETHER OR NOT TO HONOR SUCH REQUESTS, OR THE EXTENT TO WHICH TO HONOR SUCH REQUESTS LIES ENTIRELY WITH THE BOARD OF DIRECTORS OF SOUTHBURY TRAINING SCHOOL FOUNDATION, INC. FORM 990, SCHEDULE A, PAGE 5, SECTION E, LINE 1C SOUTHBURY TRAINING SCHOOL FOUNDATION, INC. ("STSF") IS A CONNECTICUT NON PROFIT MEMBERSHIP CORPORATION, ORGANIZED IN 1964 WITH AN ORIGINAL ENDOWMENT FUND. STSF HOLDS A TAX EXEMPTION CERTIFICATE UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. AS EXPRESSED IN ITS CERTIFICATE OF INCORPORATION THE PRIMARY PURPOSE OF STSF IS "TO USE AND EXPEND THE INCOME FROM SAID FUND OR ANY PART OF THE PRINCIPAL THEREOF TO PROVIDE SUCH FACILITIES, EQUIPMENT OR SERVICES AS WILL BENEFIT OR IMPROVE THE CARE, CUSTODY, EDUCATION, TRAINING, COMFORT, WELFARE, ENTERTAINMENT, HEALTH OR RECREATION OF RETARDED PERSONS IN RESIDENCE AT OR UNDER THE JURISDICTION OF THE SOUTHBURY TRAINING SCHOOL AT SOUTHBURY, CONNECTICUT." SOUTHBURY TRAINING SCHOOL IS A LARGE "COTTAGE" RESIDENTIAL FACILITY FOR PERSONS WITH DEVELOPMENTAL DISABILITIES, OWNED AND OPERATED BY THE STATE OF CONNECTICUT DEPARTMENT OF DEVELOPMENTAL DISABILITIES ("DDS") (FORMERLY KNOWN AS THE DEPARTMENT OF MENTAL RETARDATION). IN 1982, THE CERTIFICATE OF INCORPORATION OF STSF WAS AMENDED TO ADD THE POWER "TO ACT AS GUARDIAN OF MENTALLY RETARDED PERSONS AND AMENDED AGAIN IN 2001 TO ADD THE POWER "TO ACT AS ADVOCATE FOR MENTALLY RETARDED PERSONS". STSF IS A SUPPORTING ORGANIZATION OF SOUTHBURY TRAINING SCHOOL, OPERATED BY THE STATE OF CONNECTICUT. STSF HAS ITS OFFICES ON THE CAMPUS OF SOUTHBURY TRAINING SCHOOL. FOR MANY YEARS ITS PRIMARY ROLE WAS TO PROVIDE FUNDING FOR SERVICES AND FACILITIES FOR THE BENEFIT OF THE RESIDENTS OF SOUTHBURY TRAINING SCHOOL IN ADDITION TO THOSE SERVICES AND FACILITIES PROVIDED BY THE STATE OF CONNECTICUT. FOR EXAMPLE, THE FOUNDATION HAS PROVIDED VEHICLES, TELEVISIONS, RENOVATED BATHROOMS, APPLIANCES, RECREATIONAL AND EXERCISE EQUIPMENT, AND HEALTH EQUIPMENT. THE MOST RECENT SUCH CONTRIBUTION WAS VESTS FOR THE CARDIO-PULMONARY RESUSCITATION EQUIPMENT IN 2019 AT AN APPROXIMATE COST OF $15,000. THE FOUNDATION WAS A SPONSOR OF A MUSIC INTERN PROGRAM ON CAMPUS WHICH PROVIDED MUSICAL LEARNING AND ENTERTAINMENT TO RESIDENTS BY COLLEGE MUSIC MAJORS UP UNTIL MAY OF 2016 WHEN THE PROGRAM WAS CANCELLED DUE TO FISCAL CONSTRAINTS. EFFECTIVE JULY 1, 2017 THE MUSIC INTERN PROGRAM WAS REPLACED BY A MUSIC SESSION PROGRAM STAFFED BY MUSIC PROFESSIONALS. STSF DONATED $75,792 TOWARD THE FUNDING OF THE MUSIC SESSION PROGRAM FOR THE YEAR ENDING JUNE 30, 2021. STSF CONTRIBUTES TOWARD HOLIDAY GIFTS AND PARTIES FOR EACH RESIDENT. STSF ALSO PROVIDES GRAVE PLOTS, AND HEADSTONES FOR REMAINS OF ANY DECEASED RESIDENT WHOSE FAMILY HAS NOT MADE BURIAL ARRANGEMENTS. THE STSF BOARD OF DIRECTORS MAKES ALL INVESTMENT AND CONTRIBUTION DECISIONS. THE STSF BY-LAWS REQUIRE THAT, IF POSSIBLE, THE BOARD SHALL INCLUDE AT LEAST ONE MEMBER OF THE SOUTHBURY TRAINING SCHOOL BOARD OF TRUSTEES, A FOUR - MEMBER ADVISORY BODY APPOINTED BY THE GOVERNOR PURSUANT TO CONN. GEN. STAT. SECTION 17A-271. AT THIS TIME ONE MEMBER OF THE STSF BOARD OF DIRECTORS IS ALSO A MEMBER OF THE SOUTHBURY TRAINING SCHOOL BOARD OF TRUSTEES. ALSO, THE DIRECTOR OF SOUTHBURY TRAINING SCHOOL, A STATE EMPLOYEE APPOINTED BY DDS, OR HIS REPRESENTATIVE, ATTENDS EACH MEETING OF THE STSF BOARD OF DIRECTORS AND REPORTS ON THE STATUS OF DEVELOPMENTS AND NEEDS AT SOUTHBURY TRAINING SCHOOL. STSF IS CLASSIFIED UNDER CONNECTICUT LAW AS "A FOUNDATION ESTABLISHED FOR PRINCIPAL PURPOSE OF SUPPORTING OR IMPROVING STATE AGENCIES", AND, AS SUCH, IS REQUIRED UNDER CONNECTICUT GENERAL STATUTES SECTION 4-37F TO PROVIDE TO DDS ANNUAL FINANCIAL STATEMENTS MAINTAINED IN ACCORDANCE WITH GENERALLY ACCEPTED ACCOUNTING PRACTICES, AUDITED BY AN INDEPENDENT CPA FIRM WHICH MUST ALSO CERTIFY TO DDS THAT STSF IS IN COMPLIANCE WITH CONNECTICUT GENERAL STATUTES SECTIONS 4-37E THROUGH 4-37I . IN RECENT YEARS, AS THE POPULATION OF SOUTHBURY TRAINING SCHOOL HAS AGED, AND MANY RESIDENTS HAVE BEEN LEFT WITH NO FAMILY MEMBER OR OTHER PERSON TO SERVE AS LEGAL GUARDIAN OR ADVOCATE, STSF'S MAIN CONTRIBUTION TO SOUTHBURY TRAINING SCHOOL AND ITS RESIDENTS HAS BEEN THOUGH THE STSF GUARDIANSHIP/ADVOCACY PROGRAM WHEREBY STSF BECOMES THE COURT-APPOINTED LEGAL GUARDIAN OR ADVOCATE, FREE OF CHARGE, FOR MANY RESIDENTS OF SOUTHBURY TRAINING SCHOOL AND FORMER RESIDENTS OF SOUTHBURY TRAINING SCHOOL WHO HAVE MOVED TO COMMUNITY GROUP HOMES. AT THE PRESENT TIME STSF SERVES AS THE PLENARY GUARDIAN FOR 96 CLIENTS, STAND-BY FOR 16 AND ADDITIONALLY SERVES AS ADVOCATE FOR 27 RESIDENTS. AS OF AUGUST 2020 THIS PROGRAM IS STAFFED BY ONE REGISTERED NURSE WITH EXTENSIVE EXPERIENCE DEALING WITH DEVELOPMENTALLY DISABLED PERSONS. SHE ATTENDS ALL QUARTERLY AND ANNUAL EVALUATIONS OF OUR PROTECTED PERSONS, AND PARTICIPATES ACTIVELY IN ALL DECISIONS REGARDING PLACE OF RESIDENCE, PROGRAMS, SOCIAL DEVELOPMENT, EMPLOYMENT, SAFETY AND HEALTHCARE. SHE INTERACTS WITH CASE MANAGERS, SOCIAL WORKERS, RESIDENTIAL STAFF, THERAPISTS, PHYSICIANS, AND OTHER PROFESSIONAL STAFF OF SOUTHBURY TRAINING SCHOOL. SHE ALSO SIGNS CONSENTS, AS APPROPRIATE, FOR MEDICAL AND DENTAL PROCEDURES, HOSPITALIZATIONS, SURGERY, AND DO-NOT-RESUSCITATE ORDERS. SHE VISITS THE PROTECTED PERSONS FREQUENTLY, AND ALWAYS WHEN HOSPITALIZED. WITHOUT THE SERVICES AND CONTRIBUTIONS PROVIDED BY STSF, PARTICULARLY THROUGH THE STSF GUARDIANSHIP/ ADVOCACY PROGRAM, THE STATE OF CONNECTICUT DEPARTMENT OF DEVELOPMENTAL SERVICES WOULD HAVE TO BECOME INVOLVED IN THE LIVES OF STSF PROTECTED PERSONS IN LOCATING ALTERNATE GUARDIANS/ ADVOCATES OR OTHERWISE PROVIDING THE SERVICES STSF PROVIDES AT NO CHARGE. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 6302 6302 0 0 HOME DEPOT INC 85407 F MICROSOFT CORP 169055 F PEPSICO INC 97968 F PROCTER AND GAMBLE CO COM 75015 F APPLE INC 68308 F WALMART INC COM 65364 F UNITED STATES TRES BILLS ZERO CPN 99882 F 660999 OPERATING LEASE LIABILITY 4800 4800 494580 31170 9600 40770 453810 8791 8791 462601 160175 9600 9600 150575 8791 8791 159366 FORM 990, PART VI, SECTION A, LINE 2 DIRECTORS ALFRED JENNINGS, JR. AND KAREN JENNINGS ARE SPOUSES. FORM 990, PART VI, SECTION A, LINE 6 THE ENTITY IS A NON STOCK MEMBERSHIP CORPORATION WITH MEMBERS WHO HAVE VOTING RIGHTS FORM 990, PART VI, SECTION A, LINE 7A DIRECTOR POSITIONS ARE VOTED ON AT AN ANNUAL MEETING OF THE CORPORATION AS THEIR FIVE-YEAR TERMS EXPIRE OR AS NEW DIRECTORS COME IN. FORM 990, PART VI, SECTION A, LINE 7B THE MEMBERS MUST APPROVE AMENDMENTS TO THE CERTIFICATE OF INCORPORATION AND BYLAWS, AND HAVE THE POWER TO REMOVE DIRECTORS FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE 990 IS SENT TO MEMBERS OF THE BOD ELECTRONICALLY FOR THEIR COMMENTS AND IS REVIEWED IN DEPTH BY THE TREASURER. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS ON AN ANNUAL BASIS APPROVES THE SALARIES OF EMPLOYEES FOR THE UPCOMING YEAR. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.