Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter Social Security numbers on this form as it may be made public. By law, the IRS cannot redact the information on the form.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2013
Open to Public Inspection
For calendar year 2013, or tax year beginning 10-01-2013 , and ending 09-30-2014
Name of foundation
HEWITT FOUNDATION INC
 

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 386   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SHELTON, CT06484
A Employer identification number

06-1064288
B Telephone number (see instructions)

(203) 387-1427
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$8,115,593J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 30,386
2 Check bullet
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 223,852 223,852  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 918,343
b Gross sales price for all assets on line 6a 13,840,438
7 Capital gain net income (from Part IV, line 2)... 918,343
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 1,172,581 1,142,195  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 2,780 0   0
c Other professional fees (attach schedule).... Click to see attachment 34,946 34,946   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 22,145 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 429 0   0
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 9,351 0   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 69,651 34,946   0
25 Contributions, gifts, grants paid........ 335,000 335,000
26 Total expenses and disbursements. Add lines 24 and 25 404,651 34,946   335,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 767,930
b Net investment income (if negative, enter -0-) 1,107,249
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2013)
Form 990-PF (2013)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............... 15,029 2,170 2,170
2 Savings and temporary cash investments..........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges........... 1,439    
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 5,317,998 Click to see attachment7,445,497 7,445,497
c Investments—corporate bonds (attach schedule)........ 1,166,914 Click to see attachment0 0
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 512,391 Click to see attachment0 0
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment656,001 Click to see attachment667,926 Click to see attachment667,926
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 7,669,772 8,115,593 8,115,593
Liabilities 17 Accounts payable and accrued expenses.......... 2,500 22,613
18 Grants payable................... 400,000 330,000
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).......... 402,500 352,613
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................... 6,050,423 6,546,131
25 Temporarily restricted................    
26 Permanently restricted................ 1,216,849 1,216,849
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see page 17 of the
instructions).................... 7,267,272 7,762,980
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 7,669,772 8,115,593
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 7,267,272
2 Enter amount from Part I, line 27a..................... 2 767,930
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 8,035,202
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 272,222
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 7,762,980
Form 990-PF (2013)
Form 990-PF (2013)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a 20SHS PRECISION CARPARTS CORP P 2012-10-01 2013-10-02
b 50SHS EOG RES INC P 2012-10-01 2013-10-04
c 100SHS KINDER MORGAN INC P 2012-10-01 2013-10-04
d 300SHS ABERCROMBIE & FITCH CO P 2012-10-01 2013-10-07
e 150SHS DELTA AIRLINE INC P 2012-10-01 2013-10-14
225SHS DELTA AIRLINE INC P 2012-10-01 2013-10-14
75SHS COGNIZANT TECH SOLUTIONS CORP P 2012-10-01 2013-10-15
175SHS MACYS INC P 2012-10-01 2013-10-16
75SHS EBAY INC P 2012-10-01 2013-10-17
75SHS BOEING INC P 2012-10-01 2013-10-18
275SHS KINDER MORGAN INC P 2012-10-01 2013-10-18
15SHS LINKEDIN CORP P 2012-10-01 2013-10-18
1000SHS EMC CORP P 2012-10-01 2013-10-22
300SHS CAMPBELL SOUP CO P 2012-10-01 2013-10-23
50SHS MCDONALDS CORP P 2012-10-01 2013-10-23
75SH CAPITAL ONE FINANCIAL CORP P 2012-10-01 2013-10-24
350SHS FIDELITY NATIONAL FINANCIAL INC P 2012-10-01 2013-10-24
150SHS PETSMART INC P 2012-10-01 2013-10-25
87183SHS BERNSTEIN INTERMEDIATE DURATION PORT P 2012-10-01 2013-11-14
5111SHS BERNSTEIN EMERGING MARKET PORT P 2012-10-01 2013-11-14
50948SHS BERNSTEIN INTERNATIONAL PORT P 2012-10-01 2013-11-14
8SHS CHIPOTLE MEXICAN GRILL INC P 2012-10-01 2013-11-01
50SHS LYONDELLBASELL IND P 2012-10-01 2013-11-01
125SHS CITIGROUP INC P 2012-10-01 2013-11-11
159024SHS OVERLAY A PORTFOLIO P 2012-10-01 2013-11-14
21626SHS OVERLAY B PORTFOLIO P 2012-10-01 2013-11-14
43714SHS ALLIANCE GLOBAL REAL ESTATE P 2012-10-01 2013-11-20
2593SHS ALLIANCE BERNSTEIN DISCOVERY GROWTH P 2012-10-01 2013-11-20
6074SHS ALLIANCE BERNSTEIN DISCOVERY GROWTH P 2012-10-01 2013-11-20
275SHS AT&T INC P 2012-10-01 2013-11-22
75SHS AMAZON.COM P 2012-10-01 2013-11-22
300SHS AMERICAN EXPRESS CO P 2012-10-01 2013-11-22
250SHS ALLERGAN INC P 2012-10-01 2013-11-22
425SHS COMCAST CORP P 2012-10-01 2013-11-22
700SHS AMERICAN INTL GROUP INC P 2012-10-01 2013-11-22
80SHS APPLE INC P 2012-10-01 2013-11-22
175SHS AMPHENOL CORP P 2012-10-01 2013-11-22
200SHS BECTON DICKINSON & CO P 2012-10-01 2013-11-22
100SHS BERKSHIRE HATHAWAY INC P 2012-10-01 2013-11-22
2300SHS BANK OF AMERICA CORP P 2012-10-01 2013-11-22
125SHS BIOGEN IDEC INC P 2012-10-01 2013-11-22
350SHS COGNIZANT TECH SOLUTIONS P 2012-10-01 2013-11-22
375SHS CIT GROUP INC P 2012-10-01 2013-11-22
275SHS CAPITAL ONE FINANCIAL CORP P 2012-10-01 2013-11-22
22SHS CHIPOTLE P 2012-10-01 2013-11-22
200SHS CHUBB GROUP P 2012-10-01 2013-11-22
75SHS CHEVERON CORP P 2012-10-01 2013-11-22
150SHS COSCTCO WHOLESALE CORP P 2012-10-01 2013-11-22
100SHS CELGENE CORP P 2012-10-01 2013-11-22
750SHS CONAGRA FOOD INC P 2012-10-01 2013-11-22
300SHS WALT DISNEY CO P 2012-10-01 2013-11-22
125SHS EVEREST RE GROUP P 2012-10-01 2013-11-22
325SHS EBAY INC P 2012-10-01 2013-11-22
400SHS FIDELITY NATIONAL INFORMATION SVCS P 2012-10-01 2013-11-22
850SHS GENWORTH FINANCIAL INC P 2012-10-01 2013-11-22
100SHS GOLDMAN SACH INC P 2012-10-01 2013-11-22
90SHS GRAINGER WW INC P 2012-10-01 2013-11-22
275SHS GILEAD SCIENCES INC P 2012-10-01 2013-11-22
200SHS HASBRO INC P 2012-10-01 2013-11-22
700SHS CITIGROUP INC P 2012-10-01 2013-11-22
1300SHS HEWLETT PACKARD CO P 2012-10-01 2013-11-22
350SHS HESS CORP P 2012-10-01 2013-11-22
350SHS HOME DEPOT INC P 2012-10-01 2013-11-22
300SHS ILLINOIS TOOL WORKS INC P 2012-10-01 2013-11-22
70SHS INTUITIVE SURGICAL INC P 2012-10-01 2013-11-22
150SHS INTERCONTINENTALEXCHANGE GROUP P 2012-10-01 2013-11-22
160SHS IBM INC P 2012-10-01 2013-11-22
375SHS JOHNSON & JOHNSON P 2012-10-01 2013-11-22
275SHS JP MORGAN CHACE & CO P 2012-10-01 2013-11-22
400SHS KRAFT FOODS GROUP INC P 2012-10-01 2013-11-22
850SHS KROGER COMPANY P 2012-10-01 2013-11-22
40SHS LINKEDIN CORP P 2012-10-01 2013-11-22
300SHS MARATHON PETROLEUM CO P 2012-10-01 2013-11-22
100SHS MCDONALDS CORP P 2012-10-01 2013-11-22
275SHS NOBLE ENERGY GROUP P 2012-10-01 2013-11-22
850SHS PULTE GROUP INC P 2012-10-01 2013-11-22
425SHS REGAL ENTERTAINMENT GROUP P 2012-10-01 2013-11-22
475SHS SCHLUMBERGER LTD P 2012-10-01 2013-11-22
100SHS SHERWIN WILLIAMS CO P 2012-10-01 2013-11-22
375SHS TIME WARNER INC P 2012-10-01 2013-11-22
550SHS TJX COS INC P 2012-10-01 2013-11-22
550SHS VALLERO ENERGY CORP P 2012-10-01 2013-11-22
325SHS VIACOM INC P 2012-10-01 2013-11-22
75SHS VERTEX PHARMACEUTICAL INC P 2012-10-01 2013-11-22
500SHS WELLPOINT INC P 2012-10-01 2013-11-22
1000SHS WELLS FARGO & CO P 2012-10-01 2013-11-22
300SHS STARBUCKS CORP P 2012-10-01 2013-11-22
75SHS AFFILIATED MANAGEMENT GROUP P 2012-10-01 2013-11-25
200SHS CITRIX SYSTEMS INC P 2012-10-01 2013-11-25
1600SHS FORD MOTOR CO P 2012-10-01 2013-11-25
175SHS HEALTH NET INC P 2012-10-01 2013-11-25
425SHS MICROSOFT CORP P 2012-10-01 2013-11-25
175SHS MERECK & CO INC P 2012-10-01 2013-11-25
300SHS OCCIDENTIAL PETROLEUM P 2012-10-01 2013-11-25
2000SHS PFIZER INC P 2012-10-01 2013-11-25
25SHS PRICELINE.COM INC P 2012-10-01 2013-11-25
125SHS RAYTHEON CO P 2012-10-01 2013-11-25
130SHS VISA INC P 2012-10-01 2013-11-25
300SHS VERIZON COMMUNICATIONS INC P 2012-10-01 2013-11-25
250SHS ANSYS INC P 2012-10-01 2013-11-26
250SHS AON PLC P 2012-10-01 2013-11-26
200SHS EATON CORP P 2012-10-01 2013-11-26
700SHS CISCO SYSTEM INC P 2012-10-01 2013-11-26
40SHS GOOGLE INC P 2012-10-01 2013-11-26
450SHS LINCOLN NATIONAL CORP P 2012-10-01 2013-11-26
150SHS MONSANTO CO P 2012-10-01 2013-11-26
75SHS POLARIS INDUSTRIES INC P 2012-10-01 2013-11-26
200SHS UNION PACIFIC CORP P 2012-10-01 2013-11-26
150SHS VERISK ANALYTICS INC P 2012-10-01 2013-11-26
325 ALTRIA GROUP INC P 2012-10-01 2013-11-27
600SHS AMDOC LTD P 2012-10-01 2013-11-27
200SHS BOEING COMP P 2012-10-01 2013-11-27
450SHS CBS CORP P 2012-10-01 2013-11-27
550SHS DANAJER CORP P 2012-10-01 2013-11-27
800SHS ELECTRONIC ARTS P 2012-10-01 2013-11-27
500SHS GANNETT CO P 2012-10-01 2013-11-29
250SHS HALLIBURTON CO P 2012-10-01 2013-11-29
275SHS LYONDELBASELL INDUSTRIES P 2012-10-01 2013-11-29
425SHS KINDER MORGAN INC P 2012-10-01 2013-11-29
75SHS LIBERTY MEDIA GROUP P 2012-10-01 2013-11-29
300SHS MACYS INC P 2012-10-01 2013-11-29
400SHS MEDTRONIC INC P 2012-10-01 2013-11-29
175SHS PARKER HANNIFIN CORP P 2012-10-01 2013-11-29
275SHS PATTERSON COMPANIES P 2012-10-01 2013-11-29
275SHS PHILIP MORRIS INTL INC P 2012-10-01 2013-11-29
150SHS PATNERRE LTD P 2012-10-01 2013-11-29
90SHS PRECISION CASTPARTS CORP P 2012-10-01 2013-11-29
250SHS REYNOLDS AMERICAN INC P 2012-10-01 2013-11-29
150SHS SMUCKERS JM CO P 2012-10-01 2013-11-29
325SHS WALMART STORES INC P 2012-10-01 2013-11-29
75SHS PEPSICO INC P 2013-10-01 2013-11-26
20549SHS GUGGENHEIM FLOATING RATE P 2013-10-01 2014-01-06
3800SHS HEALTH CARE SELECT P 2013-10-01 2014-01-29
700SHS ISHARES NASDAQ BIOTECHNOLOGY P 2013-10-01 2014-01-29
10000SHS TECHNOLOGY SECTOR SPDR P 2013-10-01 2014-01-29
20576SHS VIRTUC MULTISECTOR SHORTH TERM P 2013-10-01 2014-02-12
92593SHS VIRTUC MULTISECTOR SHORTH TERM P 2013-10-01 2014-03-20
165761SHS BLACKROCK HIGH YEILD P 2013-10-01 2014-04-25
1000SHS CONSUMER STAPLES SECTOR P 2013-10-01 2014-04-21
1800SHS ISHARES RUSSELL 2000 EFT P 2013-10-01 2014-04-07
1500SHS CONSUMER STAPLES SECTOR P 2013-10-01 2014-05-23
2800SHS INDUSTRIAL SECTOR SPDR P 2013-10-01 2014-06-30
1800SHS ISHARES RUSSELL 2000EFT P 2013-10-01 2014-06-30
500SHS ISHARES S&P 500 GROWTH P 2013-10-01 2014-06-30
1880SHS ISHARES TRUST CORE S&P P 2013-10-01 2014-06-30
500SHS GUGGENHEIM S&P 500EQUAL WEIGHT P 2013-10-01 2014-08-07
1285SHS MARKET VECTORS EFT P 2013-10-01 2014-08-05
2550SHS POWERSHARES QQQ TR P 2013-10-01 2014-08-07
8258SHS PUTNAM CAPITAL SPECTRUM P 2013-10-01 2014-08-07
400SHS SPDR S&P MIDCAP 400 P 2013-10-01 2014-08-06
129650SHS THIRD AVE FOCUS CREDIT INSL P 2013-10-01 2014-08-01
900SHS ENERGY SECTOR SPDR TR P 2013-10-01 2014-09-02
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 4,573   3,279 1,294
b 8,668   5,248 3,420
c 3,550   3,474 76
d 10,300   14,687 -4,387
e 3,608   1,210 2,398
5,413   1,815 3,598
6,544   5,649 895
7,539   6,092 1,447
3,842   3,541 301
9,147   7,146 2,001
9,713   9,548 165
3,748   1,519 2,229
24,215   26,248 -2,033
12,814   13,336 -522
4,710   4,522 188
5,292   4,091 1,201
9,480   7,432 2,048
10,921   10,308 613
1,176,968   1,164,074 12,894
138,678   172,179 -33,501
827,400   965,945 -138,545
4,204   2,960 1,244
3,699   1,115 2,584
6,050   3,791 2,259
1,967,123   1,649,302 317,821
245,027   224,923 20,104
445,887   404,632 41,255
58,966   41,792 17,174
60,131   42,517 17,614
9,817   9,188 629
27,554   17,206 10,348
24,796   22,132 2,664
24,390   24,630 -240
20,172   10,906 9,266
34,281   30,774 3,507
41,605   21,738 19,867
14,843   14,051 792
21,626   15,514 6,112
11,602   8,511 3,091
34,950   25,873 9,077
30,674   18,932 11,742
32,846   24,349 8,497
18,595   14,299 4,296
19,077   15,001 4,076
11,858   7,001 4,857
18,974   17,316 1,658
9,120   8,468 652
18,530   16,912 1,618
15,384   11,306 4,078
24,452   23,280 1,172
20,893   10,992 9,901
19,570   16,072 3,498
16,934   16,611 323
20,279   13,274 7,005
12,659   9,497 3,162
16,681   13,632 3,049
23,269   21,654 1,615
19,127   14,257 4,870
10,426   10,416 10
35,925   27,101 8,824
32,656   34,957 -2,301
28,754   28,592 162
28,417   19,918 8,499
23,833   18,860 4,973
27,502   33,089 -5,587
30,751   20,242 10,509
29,500   32,352 -2,852
35,390   22,906 12,484
15,453   13,464 1,989
21,196   18,206 2,990
35,608   20,134 15,474
8,933   4,049 4,884
23,640   25,725 -2,085
9,774   9,045 729
20,148   13,190 6,958
15,550   13,988 1,562
8,276   8,053 223
43,751   35,961 7,790
18,616   16,436 2,180
25,083   15,421 9,662
34,667   24,910 9,757
23,633   20,116 3,517
25,939   14,643 11,296
4,657   3,456 1,201
45,760   34,585 11,175
43,500   32,438 11,062
24,249   12,204 12,045
14,982   10,042 4,940
11,428   13,105 -1,677
27,264   17,625 9,639
5,020   5,238 -218
15,797   12,592 3,205
8,460   7,860 600
29,129   27,309 1,820
64,024   36,207 27,817
28,850   18,566 10,284
10,780   9,820 960
25,988   15,995 9,993
15,271   13,557 1,714
21,163   15,449 5,714
20,342   18,870 1,472
14,518   9,301 5,217
15,032   13,897 1,135
41,451   22,891 18,560
22,636   20,230 2,406
16,745   15,141 1,604
10,066   9,753 313
32,152   23,559 8,593
9,501   9,318 183
12,079   11,529 550
24,296   21,853 2,443
26,639   19,231 7,408
26,371   22,177 4,194
40,931   28,847 12,084
18,282   19,558 -1,276
13,320   13,476 -156
13,168   12,139 1,029
21,240   10,513 10,727
15,274   16,181 -907
11,391   7,399 3,992
15,696   10,444 5,252
23,024   18,536 4,488
20,873   18,936 1,937
11,542   10,411 1,131
23,784   24,481 -697
15,112   12,578 2,534
23,140   14,933 8,207
12,726   10,362 2,364
15,657   13,257 2,400
26,043   22,268 3,775
6,365   6,014 351
550,505   550,000 505
210,646   209,950 696
169,851   155,493 14,358
343,294   341,600 1,694
100,000   100,000 0
450,926   450,000 926
1,382,450   1,375,000 7,450
43,622   43,160 462
202,503   201,330 1,173
66,389   64,740 1,649
151,911   140,980 10,931
212,953   203,107 9,846
52,650   48,200 4,450
209,550   201,047 8,503
37,011   34,810 2,201
76,482   71,888 4,594
239,528   229,447 10,081
303,055   300,000 3,055
99,774   95,280 4,494
1,549,314   1,475,000 74,314
86,117   79,407 6,710
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       1,294
b       3,420
c       76
d       -4,387
e       2,398
      3,598
      895
      1,447
      301
      2,001
      165
      2,229
      -2,033
      -522
      188
      1,201
      2,048
      613
      12,894
      -33,501
      -138,545
      1,244
      2,584
      2,259
      317,821
      20,104
      41,255
      17,174
      17,614
      629
      10,348
      2,664
      -240
      9,266
      3,507
      19,867
      792
      6,112
      3,091
      9,077
      11,742
      8,497
      4,296
      4,076
      4,857
      1,658
      652
      1,618
      4,078
      1,172
      9,901
      3,498
      323
      7,005
      3,162
      3,049
      1,615
      4,870
      10
      8,824
      -2,301
      162
      8,499
      4,973
      -5,587
      10,509
      -2,852
      12,484
      1,989
      2,990
      15,474
      4,884
      -2,085
      729
      6,958
      1,562
      223
      7,790
      2,180
      9,662
      9,757
      3,517
      11,296
      1,201
      11,175
      11,062
      12,045
      4,940
      -1,677
      9,639
      -218
      3,205
      600
      1,820
      27,817
      10,284
      960
      9,993
      1,714
      5,714
      1,472
      5,217
      1,135
      18,560
      2,406
      1,604
      313
      8,593
      183
      550
      2,443
      7,408
      4,194
      12,084
      -1,276
      -156
      1,029
      10,727
      -907
      3,992
      5,252
      4,488
      1,937
      1,131
      -697
      2,534
      8,207
      2,364
      2,400
      3,775
      351
      505
      696
      14,358
      1,694
      0
      926
      7,450
      462
      1,173
      1,649
      10,931
      9,846
      4,450
      8,503
      2,201
      4,594
      10,081
      3,055
      4,494
      74,314
      6,710
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 918,343
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . . 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2012 342,603 6,628,273 0.051688
2011 406,165 6,810,845 0.059635
2010 167,880 6,971,898 0.024080
2009 221,510 7,093,922 0.031225
2008 462,103 7,144,326 0.064681
2 Total of line 1, column (d) ...................... 2 0.231309
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 0.046262
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 7,121,550
5 Multiply line 4 by line 3....................... 5 329,457
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 11,072
7 Add lines 5 and 6......................... 7 340,529
8 Enter qualifying distributions from Part XII, line 4.............. 8 335,000
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2013)
Form 990-PF (2013)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 22,145
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2............................ 3 22,145
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 22,145
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 2,032
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,032
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8 9
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 20,122
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletCT
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
     
    No
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2013 or the taxable year beginning in 2013 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletHARRY DIADAMO Telephone no.bullet (203) 387-1427
    Located atbulletPO BOX 386SHELTONCT ZIP+4bullet06484
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2013, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the
    foreign country bullet  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2013?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2013, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2013?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?.........................
    b
    If "Yes," did it have excess business holdings in 2013 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2013.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2013?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see instructions)........
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?........................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    HARRY P DIADAMO TREASURER
    2.00     		0 0 0
    PO BOX 386
    SHELTON,CT06484
    PATRICK M CAREY PRESIENT
    2.00     		0 0 0
    PO BOX 386
    SHELTON,CT06484
    ACHILLE A APICELLA VICE PRESIDENT
    2.00     		0 0 0
    PO BOX 386
    SHELTON,CT06484
    ELSIE S SCOTT SECRETARY
    2.00     		0 0 0
    PO BOX 386
    SHELTON,CT06484
    LAURA DONAHUE DIRECTOR
    0.25     		0 0 0
    PO BOX 386
    SHELTON,CT06484
    JANICE SHEEHY DIRECTOR
    0.25     		0 0 0
    PO BOX 386
    SHELTON,CT06484
    VIRGINIA COSTIGAN DIRECTOR
    0.25     		0 0 0
    PO BOX 386
    SHELTON,CT06484
    JANET GIRARDAT DIRECTOR
    0.25     		0 0 0
    PO BOX 386
    SHELTON,CT06484
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
     
    b
    Average of monthly cash balances.......................
    1b
     
    c
    Fair market value of all other assets (see instructions)................
    1c
     
    d
    Total (add lines 1a, b, and c).........................
    1d
     
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
     
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
     
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
     
    6
    Minimum investment return. Enter 5% of line 5..................
    6
     
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    356,078
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    22,145
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    22,145
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    333,933
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    333,933
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    333,933
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
     
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
     
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2012     		(c)
    2012     		(d)
    2013
    1 Distributable amount for 2013 from Part XI, line 7 333,933
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 329,017
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2013:
    a From 2008.......  
    b From 2009.......  
    c From 2010.......  
    d From 2011.......  
    e From 2012.......  
    fTotal of lines 3a through e......... 0
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 335,000
    a Applied to 2012, but not more than line 2a 329,017
    b Applied to undistributed income of prior years
    (Election required—see instructions)......     		0
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		0
    d Applied to 2013 distributable amount..... 5,983
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2013. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........     		327,950
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		0
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2009....  
    b Excess from 2010....  
    c Excess from 2011....  
    d Excess from 2012....  
    e Excess from 2013....  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 9
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2013, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2013 (b) 2012 (c) 2011 (d) 2010
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    HARRY DIADAMO OR PAT CAREY
    PO BOX 386
    SHELTON,CT06484
    (203) 387-1427
    bThe form in which applications should be submitted and information and materials they should include:
    FORMAL REQUEST WITH BACK UP INFORMATION
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    PRIMARY AREA OF GIVING IS HEALTHCARE, ELDERLY SERVICES IN THE LOWER NAUGATUCK VALLEY OF CONNECTICUT
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    THE GRIFFIN HOSPITAL
    130 DIVISION STREET
    DERBY,CT06418     		UNRELATED PUBLIC CHARITY GRANT FOR GENERAL SUPPORT 265,000
    TEAM INC
    30 ELIZABETH STREET
    DERBY,CT06418     		UNRELATED PUBLIC CHARITY GRANT FOR GENERAL SUPPORT 70,000
    Total .................................bullet 3a 335,000
    bApproved for future payment
    THE GRIFFIN HOSPITAL
    130 DIVISION STREET
    DERBY,CT06418     		UNRELATED PUBLIC CHARITY GRANT FOR GENERAL SUPPORT 330,000
    Total .................................bullet 3b 330,000
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............     		         
    4 Dividends and interest from securities....     14 223,852  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............     		         
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory .............     		    18 918,343  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 1,142,195 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    131,142,195
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2013)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2013
    Name of the organization
    HEWITT FOUNDATION INC
     
    Employer identification number

    06-1064288
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......................... Arrow Bullet $  
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 2
    Name of organization
    HEWITT FOUNDATION INC
          		Employer identification number

    06-1064288
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    COCHRAN TRUST
     

       
    PO BOX 386
     
    SHELTON, CT06484

    		$29,375


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 3
    Name of organization
    HEWITT FOUNDATION INC
          		Employer identification number

    06-1064288
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 4
    Name of organization
    HEWITT FOUNDATION INC
          		Employer identification number

    06-1064288
    Part III
    Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
    that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
    For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
    contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2013 AccountingFeesSchedule
    Name:
    HEWITT FOUNDATION INC
    EIN: 06-1064288
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    AUDIT FEE 2,500 0   0
    BOOKKEEPING 280 0   0
    LEGAL EXPENSES 0 0   0

    TY 2013 InvestmentsCorpBondsSchedule
    Name:
    HEWITT FOUNDATION INC
    EIN: 06-1064288
    Name of Bond End of Year Book Value End of Year Fair Market Value
    ALLIANCE BERNSTEIN INTERMEDIATE 0 0

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    HEWITT FOUNDATION INC
    EIN: 06-1064288
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ALTRIA GROUP INC 0 0
    AT & T 0 0
    APPLE INC 0 0
    DANAHER CORP 0 0
    EOG RES INC 0 0
    GILEAD SCIENCES, INC 0 0
    GOOGLE INC 0 0
    HEWLETT PACKARD CO 0 0
    JP MORGAN CHASE & CO 0 0
    TIME WARNER CABLE INC 0 0
    VISA INC 0 0
    WALT DISNEY CO HOLDING CO 0 0
    BERNSTEIN INTERNATIONAL PORTFOLIO 0 0
    BERNSTEIN EMERGENCY MARKET PORTFOLIO 0 0
    COMCAST 0 0
    DELTA AIR LINES INC 0 0
    JOHNSON & JOHNSON 0 0
    NOBEL ENERGY INC 0 0
    SCHLUMBERGER LTD 0 0
    STARBUCKS CORP 0 0
    WELLS FARGO & CO 0 0
    CITIGROUP INC 0 0
    HEALTH NET INC 0 0
    KROGER CO 0 0
    LYONDELLBASELL INDUSTRIES 0 0
    VIACOM INC 0 0
    WELLPOINT INC 0 0
    CITRIX SYSTEMS INC 0 0
    PERCISION CARTSPARTS CORP 0 0
    OVERLAY A PORTFOLIO 0 0
    OVERLAY B PORTFOLIO 0 0
    AMERICAN EXPRESS COMPANY 0 0
    ANSYS INC 0 0
    BECTON DICKINSON & CO 0 0
    BERKSHIRE HATHAWAY INC 0 0
    BIOGEN IDEC INC 0 0
    CHEVRON CORP 0 0
    CHIPOTLE MEXICAN GRILL INC 0 0
    CISCO SYSTEMS INC 0 0
    CIT GROUP INC 0 0
    COGNIZANT TECHNOLOGY SOLUTIONS 0 0
    EATON CORP 0 0
    EBAY INC 0 0
    FIDELITY NATIONAL FINANCIAL 0 0
    FIDELITY NATIONAL INFORMATION 0 0
    INTERCONTINENTALEXCHANGE INC 0 0
    INTERNATIONAL BUSINESS 0 0
    KRAFT FOODS INC 0 0
    MACYS INC 0 0
    MCDONALDS CORP 0 0
    MEDTRONIC INC 0 0
    MERCK & CO INC 0 0
    MICROSOFT CORP 0 0
    PFIZER INC 0 0
    PHILLIP MORRIS INTERNATIONAL 0 0
    PRICELINE COM INC 0 0
    PULTEGROUP INC 0 0
    REYNOLDS AMERICAN INC 0 0
    SHERWIN WILLIAMS CO 0 0
    UNION PACIFIC CORP 0 0
    VERIZON COMMUNICATIONS 0 0
    WALMART STORES INC 0 0
    ABERCROMBIE AND FITCH 0 0
    AFFILIATED MANAGERS GROUP 0 0
    ALLERGAN INC 0 0
    ALLIANCEBERSTEIN DISCOVERY VALUE 0 0
    ALLIANCEBERSTEIN DISCOVERY GROWTH 0 0
    AMAZON COM INC 0 0
    AMDOCS LTD 0 0
    AMERICAN INTERNATIONAL GROUP 0 0
    AON PLC 0 0
    BANK OF AMERICA CORP 0 0
    BOEING CO 0 0
    CAMPBELL SOUP CO 0 0
    CAPITAL ONE FINANCIAL CORP 0 0
    CBS CORP 0 0
    CELGENE CORP 0 0
    CHUBB CORP 0 0
    CONAGRA FOODS INC 0 0
    COSTCO WHOLESALE CORP 0 0
    ELECTRONIC ARTS 0 0
    EMC CORP 0 0
    EVEREST RE GROUP 0 0
    FORD MOTOR CORP 0 0
    GENWORTH FINANCIAL INC 0 0
    GOLDMAN SACHS GROUP INC 0 0
    HALLIBURTON COMPANY 0 0
    HOME DEPOT INC 0 0
    ILLINOIS TOLL WORKS INC 0 0
    INTUITIVE SURGICAL INC 0 0
    KINDER MORGAN INC 0 0
    LIBERTY MEDIA CORP 0 0
    LINCOLN NATIONAL CORP 0 0
    LINKEDIN CORP 0 0
    MARATHON PETE CORP 0 0
    MONSANTO CO 0 0
    OCCIDENTAL PETE CORP 0 0
    PARKER HANNIFIN CORP 0 0
    PARTNERRE LTD 0 0
    PATTERSON COMPANIES INC 0 0
    PEPSICO INC 0 0
    PETSMART INC 0 0
    REGAL ENTERTAINMENT GROUP 0 0
    SMUCKERS J M COMPANY 0 0
    TJX COMPANIES INC 0 0
    VALERO ENERGY CORP 0 0
    VERTEX PHARMACEUTICALS INC 0 0
    WW GRAINGER INC 0 0
    UBS BANK USA 117,734 117,734
    CONSUMER SECTOR SPDR 686,907 686,907
    CONSUMER STAPLE SECTOR SPDR 112,775 112,775
    ENERGY SECTOR SPDR 317,170 317,170
    FINANCIAL SECTOR SPDR 301,210 301,210
    HEALTHCARE SELECT SECTOR 750,943 750,943
    INDUSTRIAL SECTOR SPDR 457,090 457,090
    ISHARES S&P 500 VALUE 90,070 90,070
    ISHARES S&P 500 GROWTH 160,230 160,230
    ISHARES NASDAQ BIOTECHNOLOGY 75,248 75,248
    SECTOR SPDR TR INT-MATERIAL 86,783 86,783
    TECHNOLOGY SECTOR SPDR 917,700 917,700
    UTILITIES SECTOR SPDR 42,090 42,090
    BALACKROCK HIGH YIELD 487,225 487,225
    EATON VANCE BOND FD 881,738 881,738
    LOOMIS SAYLES STRATEGIC INCOME 730,355 730,355
    MAINSTAY HIGH YIELD 243,021 243,021
    MFS HIGH INCOME FUND 487,603 487,603
    PIMCO INCOME FD 499,605 499,605

    TY 2013 InvestmentsOtherSchedule2
    Name:
    HEWITT FOUNDATION INC
    EIN: 06-1064288
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ALLIANCE BERNSTEIN GLOBAL REAL ESTATE INVST FMV 0 0
    INVESTMENT MMKT FMV 0 0

    TY 2013 OtherAssetsSchedule
    Name:
    HEWITT FOUNDATION INC
    EIN: 06-1064288
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    BENEFICIAL INTEREST IN PERPETUAL TRUST 656,001 667,926 667,926


    TY 2013 OtherDecreasesSchedule
    Name:
    HEWITT FOUNDATION INC
    EIN: 06-1064288
    Description Amount
    UNREALIZED (LOSS) GAIN ON SECURITIES 272,222


    TY 2013 OtherExpensesSchedule
    Name:
    HEWITT FOUNDATION INC
    EIN: 06-1064288
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK FEES 0 0   0
    DUES & SUBSCRIPTION 725 0   0
    OFFICE SUPPLIES 8,256 0   0
    POSTAGE 370 0   0


    TY 2013 OtherProfessionalFeesSchedule
    Name:
    HEWITT FOUNDATION INC
    EIN: 06-1064288
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT 34,946 34,946   0


    TY 2013 TaxesSchedule
    Name:
    HEWITT FOUNDATION INC
    EIN: 06-1064288
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    2013 EXCISE TAX FORM 990PF 22,145 0   0