2025-05-14T14:42:12-05:00 2024-06-30 060903326 WHITTLESEY PC 280 TRUMBULL ST 24TH FL HARTFORD CT 06103 990 2023-07-01 060969831 CHARTER OAK STATE COLLEGE FOUNDATION INC CHAR 8605153889 185 MAIN STREET NEW BRITAIN CT 06051 JOYCE PETRELLA PRESIDENT 8605153889 2025-05-14 1 1 LISA WILLS P01828548 8605223111 2023 2025-03-06 01:10:19Z JOYCE PETRELLA 185 MAIN STREET NEW BRITAIN CT 06051 1502796 0 X HTTPS://WWW.CHARTEROAK.EDU/FOUNDATION/ X 1977 CT THE CHARTER OAK STATE COLLEGE FOUNDATION IS DEDICATED TO SUPPORTING FLEXIBLE AND COMPREHENSIVE DEGREE COMPLETION OPPORTUNITIES FOR ADULTS, AND TECHNOLOGY INNOVATIONS THROUGH THE WORK OF CHARTER OAK STATE COLLEGE. 12 12 0 0 0 0 356388 1143880 0 0 64903 106371 -6481 0 414810 1250251 342299 1180324 0 0 0 0 0 11395 28038 71255 97412 413554 1289131 1256 -38880 2642214 2805322 0 0 2642214 2805322 X THE FOUNDATION IS THE VEHICLE FOR ACCEPTING PRIVATE GIFTS, DONATIONS AND BEQUESTS IN ORDER TO AWARD SCHOLARSHIPS, GRANTS, AND FINANCIAL ASSISTANCE TO DESERVING, LOW-INCOME, OR UNDEREMPLOYED ADULT STUDENTS; AND ENCOURAGE TECHNOLOGICAL INITIATIVES THAT ENABLE THE COLLEGE TO BE A LEADER IN HIGHER EDUCATION. 0 0 133687 133687 THE FOUNDATION SCHOLARSHIPS AND GRANTS PROGRAMS GIVES STUDENTS THE OPPORTUNITY TO APPLY FOR FINANCIAL HELP THROUGH THE AWARDING OF SCHOLARSHIP, GRANTS, EMERGENCY FUNDING, AND CREDIT FOR PRIOR LEARNING AWARDS. THE AWARDS ARE GIVEN TO RELIEVE FINANCIAL BARRIERS THAT OFTEN PREVENT OUR MOTIVATED ADULT LEARNERS FROM PURSUING AND COMPLETING A HIGHER EDUCATION DEGREE; TO PROVIDE FINANCIAL ASSISTANCE TO VERIFY CREDITS EARNED FOR PRIOR LEARNING, THROUGH TESTING AND PORTFOLIO EVALUATIONS; AND ALSO TO PROVIDE FUNDING TO STUDENTS THAT ARE EXPERIENCING AN UNEXPECTED FINANCIAL CRISIS. ADDITIONALLY, GENEROUS DONORS HAVE ESTABLISHED NAMED ENDOWMENT FUNDS, IN PERPETUITY, WITH THE INTENT OF AWARDING SCHOLARSHIPS SPECIFIC TO THE CRITERIA OUTLINED FOR EACH FUND. THE FOUNDATION AWARDS FUNDING TO APPROXIMATELY 75 STUDENTS. 896422 896422 PATHWAYS 150215 150215 WOMEN IN TRANSITION PROGRAM (WIT) - ESTABLISHED IN 2000 TO BREAK THE CYCLE OF POVERTY, THE WIT PROGRAM IS A PROVEN FORMULA THAT HELPS LOW-INCOME SINGLE MOTHERS EARN A COLLEGE DEGREE WITH NO TO MINIMAL DEBT. THE PROGRAM ELIMINATES BARRIERS SUCH AS, COVERS THE COST OF TUITION, FEES, AND BOOKS; AND PROVIDES THE NECESSARY TECHNOLOGY AND ACCESS. WHILE THE COLLEGE PLATFORM ADDRESSES HOME FRONT, CHILDCARE, AND TRANSPORTATION CHALLENGES; PLUS OFFERS ACADEMIC SUPPORT, TUTORING, AND COACHING. THE SUPPORT AND RESOURCES STRATEGICALLY REMOVE HINDRANCES, ENABLING STUDENTS TO FOCUS ON THEIR STUDIES AND REACH DEGREE COMPLETION. THE PROGRAM AWARDS ASSISTANCE TO APPROXIMATELY 35 WOMEN EACH ACADEMIC YEAR. 1180324 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 2 0 1 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X THE ORGANIZATION 8605153889 185 MAIN STREET NEW BRITAIN CT 06051 X JOYCE PETRELLA PRESIDENT 0.00 X X 0 0 0 GLENN DAVIS VICE PRESIDENT 0.00 X X 0 0 0 JOE WAXMAN SECRETARY 0.00 X X 0 0 0 TONY DISORBO DIRECTOR 0.00 X 0 0 0 JULIO CASIANO TREASURER 0.00 X 0 0 0 PAUL CHAPLINSKY DIRECTOR 0.00 X 0 0 0 KATHRYN MASTANDREA DIRECTOR 0.00 X 0 0 0 SUSAN LEWIS DIRECTOR 0.00 X 0 0 0 MARY MCCALLISTER DIRECTOR 0.00 X 0 0 0 DANIEL PURUSHOTHAM DIRECTOR 0.00 X 0 0 0 ALBERT SCHMID DIRECTOR 0.00 X 0 0 0 SEAN DOHERTY DIRECTOR 0.00 X 0 0 0 CAROL HALL EXECUTIVE DIRECTOR 0.00 X 0 0 0 0 0 0 0 0 0 0 0 896422 247458 1143880 68916 68916 290000 252545 37455 37455 37455 1250251 0 0 106371 918877 918877 261447 261447 52800 52800 11395 11395 17774 17774 10658 10658 4529 4529 DONOR RECOGNITION 925 925 10726 5666 5060 1289131 1180324 80769 28038 26480 85731 13340 91077 24228 50826 2577541 2577688 625 2642214 2805322 0 0 X 599312 557066 2042902 2248256 2642214 2805322 2642214 2805322 -38880 201988 0 X 0 0 0 X 109814 238428 134633 379338 1143880 2006093 109814 238428 134633 379338 1143880 2006093 2006093 63194 84748 67340 68916 284198 2290291 0.87590 0.82060 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2430438 2430438 2218015 4400 262423 54400 2430438 2713650 -348509 2365141 0.18000 0.82000 0 0 0 1491696 201988 57231 259219 1232477 17774 17774 1250251 1328588 57231 57231 1271357 17774 17774 1289131 PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSE PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSE 1 CHARTER OAK STATE COLLEGE 185 MAIN ST NEW BRITAIN CT 06051 061425662 0 918877 FINANCIAL AID FOR SCHOLARSHIP RECIPIENTS SCHOLARSHIPS AND AID 50 261447 PART I, LINE 2: FINANCIAL AID IS APPLIED TO THE STUDENTS' ACCOUNT AT THE COLLEGE. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS MADE AVAILABLE TO THE BOARD OF DIRECTORS BEFORE IT IS FILED. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST.