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.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2015
Open to Public Inspection
For calendar year 2015, or tax year beginning 07-01-2015 , and ending 06-30-2016
Name of foundation
DAVID AND SHERRY CORDANI FAMILY
FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)CUMMINGS LOCKWOOD 75 ISHAM RD 400
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WEST HARTFORD, CT06107
A Employer identification number

45-4079812
B Telephone number (see instructions)

(860) 313-4930
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$1,047,539
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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)  
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments 9 9  
4 Dividends and interest from securities... 26,598 26,598  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 8,823
b Gross sales price for all assets on line 6a 108,737
7 Capital gain net income (from Part IV, line 2)... 8,823
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........ 35,430 35,430  
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).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 5,300 5,300   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 5,300 5,300   0
25 Contributions, gifts, grants paid....... 72,445 72,445
26 Total expenses and disbursements. Add lines 24 and 25 77,745 5,300   72,445
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -42,315
b Net investment income (if negative, enter -0-) 30,130
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2015)
Form 990-PF (2015)
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.............      
2 Savings and temporary cash investments......... 21,550 4,029 4,029
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..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 664,247 Click to see attachment657,222 745,383
c Investments—corporate bonds (attach schedule)....... 320,428 Click to see attachment302,659 298,127
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,006,225 963,910 1,047,539
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable..................    
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)......... 0 0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 1,006,225 963,910
30 Total net assets or fund balances (see instructions)..... 1,006,225 963,910
31 Total liabilities and net assets/fund balances (see instructions). 1,006,225 963,910
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
1,006,225
2
Enter amount from Part I, line 27a .....................
2
-42,315
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
963,910
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
963,910
Form 990-PF (2015)
Form 990-PF (2015)
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 573.569 SHS. DFA INTERNATIONAL REAL ESTATE SECURITIES FUND P 2014-01-14 2016-05-19
b 372.13 SHS. DFA INTERNATIONAL REAL ESTATE SECURITIES FUND P 2014-12-16 2016-05-19
c 61.75 SHS. DFA INTERNATIONAL REAL ESTATE SECURITIES FUND P 2015-01-02 2016-05-19
d 22.09 SHS. PIMCO FOREIGN BOND FUND P 2011-12-23 2016-05-19
e 4.282 SHS. PIMCO FOREIGN BOND FUND P 2012-02-01 2016-05-19
5.078 SHS. PIMCO FOREIGN BOND FUND P 2012-03-01 2016-05-19
5.833 SHS. PIMCO FOREIGN BOND FUND P 2012-04-02 2016-05-19
5.344 SHS. PIMCO FOREIGN BOND FUND P 2012-05-01 2016-03-21
6.395 SHS. PIMCO FOREIGN BOND FUND P 2012-06-01 2016-03-21
6.273 SHS. PIMCO FOREIGN BOND FUND P 2012-07-02 2016-03-21
5.598 SHS. PIMCO FOREIGN BOND FUND P 2012-08-01 2016-03-21
6.130 SHS. PIMCO FOREIGN BOND FUND P 2012-09-04 2016-03-21
4.746 SHS. PIMCO FOREIGN BOND FUND P 2012-10-01 2016-03-21
4.607 SHS. PIMCO FOREIGN BOND FUND P 2012-11-02 2016-03-21
5.1 SHS. PIMCO FOREIGN BOND FUND P 2012-12-03 2016-03-21
10.137 SHS. PIMCO FOREIGN BOND FUND P 2012-12-13 2016-03-21
93.211 SHS. PIMCO FOREIGN BOND FUND P 2012-12-13 2016-03-21
47.271 SHS. PIMCO FOREIGN BOND FUND P 2012-12-28 2016-05-19
5.236 SHS. PIMCO FOREIGN BOND FUND P 2013-01-02 2016-05-19
4.396 SHS. PIMCO FOREIGN BOND FUND P 2013-02-01 2016-05-19
4.56 SHS. PIMCO FOREIGN BOND FUND P 2013-03-01 2016-03-21
4.222 SHS. PIMCO FOREIGN BOND FUND P 2013-04-01 2016-03-21
5.203 SHS. PIMCO FOREIGN BOND FUND P 2013-05-01 2016-03-21
5.123 SHS. PIMCO FOREIGN BOND FUND P 2013-06-03 2016-05-19
4.631 SHS. PIMCO FOREIGN BOND FUND P 2013-12-02 2016-05-19
5.575 SHS. PIMCO FOREIGN BOND FUND P 2014-03-03 2016-05-19
6.013 SHS. PIMCO FOREIGN BOND FUND P 2014-04-01 2016-05-19
6.318 SHS. PIMCO FOREIGN BOND FUND P 2014-05-01 2016-05-19
1.452 SHS. PIMCO FOREIGN BOND FUND P 2014-06-02 2016-03-21
5.165 SHS. PIMCO FOREIGN BOND FUND P 2014-06-02 2016-05-19
4.928 SHS. PIMCO FOREIGN BOND FUND P 2014-07-01 2016-03-21
4.83 SHS. PIMCO FOREIGN BOND FUND P 2014-08-01 2016-03-21
5.453 SHS. PIMCO FOREIGN BOND FUND P 2014-09-02 2016-03-21
5.627 SHS. PIMCO FOREIGN BOND FUND P 2014-10-01 2016-03-21
5.494 SHS. PIMCO FOREIGN BOND FUND P 2014-11-03 2016-03-21
1.128 SHS. PIMCO FOREIGN BOND FUND P 2014-12-01 2016-03-21
9.695 SHS. PIMCO FOREIGN BOND FUND P 2014-12-11 2016-03-21
155.107 SHS. PIMCO FOREIGN BOND FUND P 2014-12-30 2016-05-19
5.234 SHS. PIMCO FOREIGN BOND FUND P 2015-01-02 2016-05-19
4.005 SHS. PIMCO FOREIGN BOND FUND P 2015-02-02 2016-03-21
3.369 SHS. PIMCO FOREIGN BOND FUND P 2015-03-02 2016-03-21
2.449 SHS. PIMCO FOREIGN BOND FUND P 2015-04-01 2016-03-21
4.152 SHS. PIMCO FOREIGN BOND FUND P 2015-05-01 2016-03-21
5.073 SHS. PIMCO FOREIGN BOND FUND P 2015-06-01 2016-03-21
4.715 SHS. PIMCO FOREIGN BOND FUND P 2015-06-30 2016-03-21
5.919 SHS. PIMCO FOREIGN BOND FUND P 2015-08-03 2016-03-21
5.037 SHS. PIMCO FOREIGN BOND FUND P 2015-09-01 2016-03-21
4.446 SHS. PIMCO FOREIGN BOND FUND P 2015-10-01 2016-03-21
4.259 SHS. PIMCO FOREIGN BOND FUND P 2015-11-02 2016-03-21
3.979 SHS. PIMCO FOREIGN BOND FUND P 2015-12-01 2016-03-21
38.137 SHS. PIMCO FOREIGN BOND FUND P 2015-12-17 2016-03-21
10.587 SHS. PIMCO FOREIGN BOND FUND P 2015-12-17 2016-03-21
3.565 SHS. PIMCO FOREIGN BOND FUND P 2016-04-01 2016-05-19
4.471 SHS. PIMCO FOREIGN BOND FUND P 2016-05-02 2016-05-19
254.26 SHS. PIMCO LONG DURATION TOTAL RETURN P 2014-09-03 2015-09-22
3.874 SHS. PIMCO LONG DURATION TOTAL RETURN P 2014-10-01 2015-09-22
4.605 SHS. PIMCO LONG DURATION TOTAL RETURN P 2014-11-03 2015-09-22
1.071 SHS. PIMCO LONG DURATION TOTAL RETURN P 2014-12-01 2015-09-22
4.816 SHS. PIMCO LONG DURATION TOTAL RETURN P 2015-01-02 2015-09-22
3.884 SHS. PIMCO LONG DURATION TOTAL RETURN P 2015-02-02 2015-09-22
4.106 SHS. PIMCO LONG DURATION TOTAL RETURN P 2015-03-02 2015-09-22
4.115 SHS. PIMCO LONG DURATION TOTAL RETURN P 2015-04-18 2015-09-22
4.445 SHS. PIMCO LONG DURATION TOTAL RETURN P 2015-05-01 2015-09-22
4.806 SHS. PIMCO LONG DURATION TOTAL RETURN P 2015-06-01 2015-09-22
5.157 SHS. PIMCO LONG DURATION TOTAL RETURN P 2015-08-03 2015-09-22
4.773 SHS. PIMCO LONG DURATION TOTAL RETURN P 2015-09-01 2015-09-22
354.188 SHS. PIMCO LOW DURATION FD P 2015-05-18 2015-09-22
80.198 SHS. PIMCO TOTAL RETURN FUND INSTITUTIONAL P 2014-02-11 2015-09-22
430.141 SHS. PIMCO TOTAL RETURN FUND INSTITUTIONAL P 2014-02-11 2016-05-19
8.96 SHS. PIMCO TOTAL RETURN FUND INSTITUTIONAL P 2014-06-02 2015-09-22
7.274 SHS. PIMCO TOTAL RETURN FUND INSTITUTIONAL P 2014-07-01 2015-09-22
8.098 SHS. PIMCO TOTAL RETURN FUND INSTITUTIONAL P 2014-08-01 2015-09-22
7.601 SHS. PIMCO TOTAL RETURN FUND INSTITUTIONAL P 2014-09-02 2015-09-22
5.934 SHS. PIMCO TOTAL RETURN FUND INSTITUTIONAL P 2014-10-01 2015-09-22
6.272 SHS. PIMCO TOTAL RETURN FUND INSTITUTIONAL P 2014-11-03 2015-09-22
1.836 SHS. PIMCO TOTAL RETURN FUND INSTITUTIONAL P 2014-12-01 2015-09-22
30.335 SHS. PIMCO TOTAL RETURN FUND INSTITUTIONAL P 2014-12-11 2015-09-22
76.839 SHS. PIMCO TOTAL RETURN FUND INSTITUTIONAL P 2014-12-30 2015-09-22
9.466 SHS. PIMCO TOTAL RETURN FUND INSTITUTIONAL P 2015-01-02 2015-09-22
4.098 SHS. PIMCO TOTAL RETURN FUND INSTITUTIONAL P 2015-02-02 2015-09-22
4.463 SHS. PIMCO TOTAL RETURN FUND INSTITUTIONAL P 2015-03-02 2015-09-22
4.978 SHS. PIMCO TOTAL RETURN FUND INSTITUTIONAL P 2015-04-01 2015-09-22
10.09 SHS. PIMCO TOTAL RETURN FUND INSTITUTIONAL P 2015-05-01 2015-09-22
11.196 SHS. PIMCO TOTAL RETURN FUND INSTITUTIONAL P 2015-06-01 2015-09-22
9.586 SHS. PIMCO TOTAL RETURN FUND INSTITUTIONAL P 2015-06-30 2015-09-22
14.906 SHS. PIMCO TOTAL RETURN FUND INSTITUTIONAL P 2015-08-03 2015-09-22
12.509 SHS. PIMCO TOTAL RETURN FUND INSTITUTIONAL P 2015-09-01 2015-09-22
11.74 SHS. PIMCO TOTAL RETURN FUND INSTITUTIONAL P 2015-10-01 2016-05-19
10.76 SHS. PIMCO TOTAL RETURN FUND INSTITUTIONAL P 2015-11-02 2016-05-19
9.941 SHS. PIMCO TOTAL RETURN FUND INSTITUTIONAL P 2015-12-01 2016-05-19
10.107 SHS. PIMCO TOTAL RETURN FUND INSTITUTIONAL P 2016-04-01 2016-05-19
9.629 SHS. PIMCO TOTAL RETURN FUND INSTITUTIONAL P 2016-05-02 2016-05-19
305 SHS. SPDR INDEX S&P GLOBAL NAT RES P 2014-01-16 2016-05-03
95 SHS. SPDR INDEX S&P GLOBAL NAT RES P 2016-01-13 2016-05-03
27 SHS. SPDR INDEX S&P GLOBAL NAT RES P 2016-01-13 2016-05-03
174.17 SHS. VANGUARD ENERGY INDEX FUND ADMIRAL P 2014-01-14 2016-05-19
3.567 SHS. VANGUARD ENERGY INDEX FUND ADMIRAL P 2014-12-18 2016-05-19
4.009 SHS. VANGUARD ENERGY INDEX FUND ADMIRAL P 2015-09-23 2016-05-19
222.712 SHS. VANGUARD ENERGY INDEX FUND ADMIRAL P 2015-12-16 2016-05-19
3.348 SHS. VANGUARD ENERGY INDEX FUND ADMIRAL P 2015-12-23 2016-05-19
3.137 SHS. VANGUARD ENERGY INDEX FUND ADMIRAL P 2016-03-21 2016-05-19
48.204 SHS. VANGUARD GROWTH INDEX FUND P 2014-03-11 2015-12-15
90.289 SHS. VANGUARD GROWTH INDEX FUND P 2014-03-11 2016-05-19
2.438 SHS. VANGUARD GROWTH INDEX FUND P 2014-06-24 2015-12-15
2.662 SHS. VANGUARD GROWTH INDEX FUND P 2014-09-24 2015-12-15
3.363 SHS. VANGUARD GROWTH INDEX FUND P 2014-12-22 2016-05-19
2.669 SHS. VANGUARD GROWTH INDEX FUND P 2015-03-25 2015-12-15
2.391 SHS. VANGUARD GROWTH INDEX FUND P 2015-06-22 2015-12-15
3.168 SHS. VANGUARD GROWTH INDEX FUND P 2015-12-17 2016-05-19
2.531 SHS. VANGUARD GROWTH INDEX FUND P 2016-03-21 2016-05-19
104.427 SHS. VANGUARD INFLATION PROTECTED FUND ADM. SHS. P 2014-03-11 2015-12-15
3.243 SHS. VANGUARD INFLATION PROTECTED FUND ADM. SHS. P 2014-12-29 2015-12-15
34.736 SHS. VANGUARD INFLATION PROTECTED FUND ADM. SHS. P 2014-12-29 2015-12-15
126.902 SHS. VANGUARD LONG TERM CORPORATE FUND P 2011-12-23 2016-05-19
14.27 SHS. VANGUARD LONG TERM CORPORATE FUND P 2012-08-01 2016-05-19
4.582 SHS. VANGUARD LONG TERM CORPORATE FUND P 2012-09-04 2016-05-19
4.497 SHS. VANGUARD LONG TERM CORPORATE FUND P 2012-10-01 2016-05-19
4.604 SHS. VANGUARD LONG TERM CORPORATE FUND P 2012-11-01 2016-05-19
4.46 SHS. VANGUARD LONG TERM CORPORATE FUND P 2012-12-03 2016-05-19
8.545 SHS. VANGUARD LONG TERM CORPORATE FUND P 2012-12-31 2016-05-19
1.124 SHS. VANGUARD LONG TERM CORPORATE FUND P 2012-12-31 2016-05-19
4.703 SHS. VANGUARD LONG TERM CORPORATE FUND P 2013-01-02 2016-05-19
4.863 SHS. VANGUARD LONG TERM CORPORATE FUND P 2013-02-01 2016-05-19
4.41 SHS. VANGUARD LONG TERM CORPORATE FUND P 2013-03-01 2016-05-19
4.967 SHS. VANGUARD LONG TERM CORPORATE FUND P 2013-04-02 2016-05-19
4.927 SHS. VANGUARD LONG TERM CORPORATE FUND P 2013-04-02 2016-05-19
4.599 SHS. VANGUARD LONG TERM CORPORATE FUND P 2013-05-01 2016-05-19
4.998 SHS. VANGUARD LONG TERM CORPORATE FUND P 2013-06-03 2016-05-19
2.165 SHS. VANGUARD LONG TERM CORPORATE FUND P 2014-07-01 2016-05-19
5.148 SHS. VANGUARD LONG TERM CORPORATE FUND P 2014-08-01 2016-05-19
4.979 SHS. VANGUARD LONG TERM CORPORATE FUND P 2014-09-02 2016-05-19
4.946 SHS. VANGUARD LONG TERM CORPORATE FUND P 2014-10-01 2016-05-19
5.009 SHS. VANGUARD LONG TERM CORPORATE FUND P 2014-11-03 2016-05-19
3.967 SHS. VANGUARD LONG TERM CORPORATE FUND P 2014-11-25 2016-05-19
.989 SHS. VANGUARD LONG TERM CORPORATE FUND P 2014-12-01 2016-05-19
11.908 SHS. VANGUARD LONG TERM CORPORATE FUND P 2014-12-18 2016-05-19
5.953 SHS. VANGUARD LONG TERM CORPORATE FUND P 2014-12-18 2016-05-19
5.073 SHS. VANGUARD LONG TERM CORPORATE FUND P 2015-01-02 2016-05-19
4.839 SHS. VANGUARD LONG TERM CORPORATE FUND P 2015-02-02 2016-05-19
4.51 SHS. VANGUARD LONG TERM CORPORATE FUND P 2015-03-02 2016-05-19
6.906 SHS. VANGUARD LONG TERM CORPORATE FUND P 2015-04-01 2016-05-19
5.024 SHS. VANGUARD LONG TERM CORPORATE FUND P 2015-04-01 2016-05-19
1.835 SHS. VANGUARD LONG TERM CORPORATE FUND P 2015-04-01 2016-05-19
4.983 SHS. VANGUARD LONG TERM CORPORATE FUND P 2015-05-01 2016-05-19
5.165 SHS. VANGUARD LONG TERM CORPORATE FUND P 2016-05-02 2016-05-19
25.509 SHS. VANGUARD REIT INDEX FUND P 2014-01-14 2015-12-15
50.805 SHS. VANGUARD REIT INDEX FUND P 2014-01-14 2016-05-19
7.793 SHS. VANGUARD REIT INDEX FUND P 2014-09-19 2015-12-15
11.52 SHS. VANGUARD REIT INDEX FUND P 2014-12-22 2015-12-15
4.498 SHS. VANGUARD REIT INDEX FUND P 2015-03-25 2015-12-15
8.212 SHS. VANGUARD REIT INDEX FUND P 2016-03-21 2016-05-19
80.168 SHS. VANGUARD SMALL CAP VALUE INDEX ADMIRAL CLASS P 2014-05-02 2016-05-19
.577 SHS. VANGUARD SMALL CAP VALUE INDEX ADMIRAL CLASS P 2015-03-25 2016-05-19
.546 SHS. VANGUARD VALUE INDEX FUND ADMIRAL SHARES P 2013-03-22 2015-10-21
15.907 SHS. VANGUARD VALUE INDEX FUND ADMIRAL SHARES P 2013-06-24 2015-10-21
16.237 SHS. VANGUARD VALUE INDEX FUND ADMIRAL SHARES P 2013-09-23 2015-10-21
18.122 SHS. VANGUARD VALUE INDEX FUND ADMIRAL SHARES P 2013-12-24 2015-10-21
15.544 SHS. VANGUARD VALUE INDEX FUND ADMIRAL SHARES P 2014-03-25 2015-10-21
15.535 SHS. VANGUARD VALUE INDEX FUND ADMIRAL SHARES P 2014-06-24 2015-10-21
16.404 SHS. VANGUARD VALUE INDEX FUND ADMIRAL SHARES P 2014-09-24 2015-10-21
17.166 SHS. VANGUARD VALUE INDEX FUND ADMIRAL SHARES P 2014-12-22 2015-10-21
16.987 SHS. VANGUARD VALUE INDEX FUND ADMIRAL SHARES P 2015-03-25 2015-10-21
17.171 SHS. VANGUARD VALUE INDEX FUND ADMIRAL SHARES P 2015-06-22 2015-10-21
CAPITAL GAINS DIVIDENDS P    
(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 3,074   2,881 193
b 1,995   1,924 71
c 331   324 7
d 224   236 -12
e 44   46 -2
52   54 -2
59   63 -4
54   58 -4
65   69 -4
64   68 -4
57   62 -5
62   68 -6
48   54 -6
47   52 -5
52   58 -6
103   111 -8
944   1,023 -79
480   509 -29
53   56 -3
45   47 -2
46   49 -3
43   46 -3
53   57 -4
52   55 -3
47   49 -2
57   59 -2
61   64 -3
64   68 -4
15   16 -1
52   56 -4
50   54 -4
49   53 -4
55   61 -6
57   62 -5
56   61 -5
11   13 -2
98   109 -11
1,575   1,664 -89
53   56 -3
41   44 -3
34   37 -3
25   27 -2
42   45 -3
51   54 -3
48   50 -2
60   63 -3
51   53 -2
45   47 -2
43   45 -2
40   43 -3
386   398 -12
107   111 -4
36   36 0
45   45 0
2,882   2,981 -99
44   45 -1
52   54 -2
12   13 -1
55   58 -3
44   49 -5
47   50 -3
47   51 -4
50   53 -3
54   56 -2
58   60 -2
54   54 0
3,500   3,549 -49
841   871 -30
4,370   4,673 -303
94   98 -4
76   80 -4
85   88 -3
80   84 -4
62   64 -2
66   69 -3
19   20 -1
318   331 -13
806   818 -12
99   101 -2
43   45 -2
47   48 -1
52   54 -2
106   109 -3
117   120 -3
101   101 0
156   159 -3
131   132 -1
119   123 -4
109   113 -4
101   104 -3
103   103 0
98   98 0
11,428   15,007 -3,579
3,560   2,725 835
1,012   774 238
7,945   10,616 -2,671
163   192 -29
183   174 9
10,159   9,600 559
153   137 16
143   138 5
2,643   2,377 266
4,862   4,453 409
134   123 11
146   137 9
181   182 -1
146   150 -4
131   135 -4
171   176 -5
136   137 -1
2,640   2,720 -80
82   83 -1
878   894 -16
1,332   1,299 33
150   159 -9
48   51 -3
47   49 -2
48   51 -3
47   49 -2
90   94 -4
12   12 0
49   51 -2
51   52 -1
46   47 -1
52   53 -1
52   52 0
48   50 -2
52   52 0
23   23 0
54   54 0
52   54 -2
52   52 0
53   53 0
42   42 0
10   11 -1
125   127 -2
62   64 -2
53   55 -2
51   55 -4
47   49 -2
72   75 -3
53   55 -2
19   20 -1
52   53 -1
54   55 -1
2,845   2,375 470
5,854   4,730 1,124
869   793 76
1,285   1,322 -37
502   546 -44
946   955 -9
3,475   3,433 42
25   27 -2
17   14 3
500   416 84
510   450 60
569   533 36
488   467 21
488   493 -5
515   523 -8
539   568 -29
534   557 -23
539   572 -33
11,844     11,844
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       193
b       71
c       7
d       -12
e       -2
      -2
      -4
      -4
      -4
      -4
      -5
      -6
      -6
      -5
      -6
      -8
      -79
      -29
      -3
      -2
      -3
      -3
      -4
      -3
      -2
      -2
      -3
      -4
      -1
      -4
      -4
      -4
      -6
      -5
      -5
      -2
      -11
      -89
      -3
      -3
      -3
      -2
      -3
      -3
      -2
      -3
      -2
      -2
      -2
      -3
      -12
      -4
      0
      0
      -99
      -1
      -2
      -1
      -3
      -5
      -3
      -4
      -3
      -2
      -2
      0
      -49
      -30
      -303
      -4
      -4
      -3
      -4
      -2
      -3
      -1
      -13
      -12
      -2
      -2
      -1
      -2
      -3
      -3
      0
      -3
      -1
      -4
      -4
      -3
      0
      0
      -3,579
      835
      238
      -2,671
      -29
      9
      559
      16
      5
      266
      409
      11
      9
      -1
      -4
      -4
      -5
      -1
      -80
      -1
      -16
      33
      -9
      -3
      -2
      -3
      -2
      -4
      0
      -2
      -1
      -1
      -1
      0
      -2
      0
      0
      0
      -2
      0
      0
      0
      -1
      -2
      -2
      -2
      -4
      -2
      -3
      -2
      -1
      -1
      -1
      470
      1,124
      76
      -37
      -44
      -9
      42
      -2
      3
      84
      60
      36
      21
      -5
      -8
      -29
      -23
      -33
      11,844
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 8,823
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 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))
2014 97,429 1,155,647 0.084307
2013 38,019 1,148,585 0.033101
2012 48,597 1,075,866 0.045170
2011 39,715 1,203,467 0.033000
2010      
2
Total of line 1, column (d) .....................
20.195578
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
0.048895
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
1,041,487
5
Multiply line 4 by line 3......................
5
50,924
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
301
7
Add lines 5 and 6........................
7
51,225
8
Enter qualifying distributions from Part XII, line 4.............
8
72,445
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 (2015)
Form 990-PF (2015)
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 Bullet and enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 301
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........................... 3 301
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- ..... 5 301
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 2,566
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 2,566
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 2,265
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet2,265 RefundedBullet 11 0
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 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
    Yes
     
    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 2015 or the taxable year beginning in 2015 (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
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 ofbulletPAUL L BOURDEAU ESQUIRE Telephone no.bullet (860) 313-4930

    Located atbullet75 ISHAM ROAD SUITE 400WEST HARTFORDCT ZIP+4bullet06107
    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 2015, 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 FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    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 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 2015?.............
    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 2015, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2015?.............
    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 2015 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 2015.)..................
    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 2015?
    4b
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (Continued)
    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 4945(d)(4)(A)? (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 (2015)
    Form 990-PF (2015)
    Page 7
    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
    DAVID M CORDANI TRUSTEE
    0.00
    0 0 0
    CUMMINGS LOCKWOOD 75 ISHAM ROAD
    SUITE 400
    WEST HARTFORD,CT06107
    SHERRY L CORDANI TRUSTEE
    0.00
    0 0 0
    CUMMINGS LOCKWOOD 75 ISHAM ROAD
    SUITE 400
    WEST HARTFORD,CT06107
    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  
    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 instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 8
    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
    1,039,096
    b
    Average of monthly cash balances.......................
    1b
    18,251
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,057,347
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    1,057,347
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    15,860
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,041,487
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    52,074
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    52,074
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    301
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    301
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    51,773
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    51,773
    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
    51,773
    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
    72,445
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    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
    72,445
    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
    301
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    72,144
    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 (2015)
    Form 990-PF (2015)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2014
    (c)
    2014
    (d)
    2015
    1 Distributable amount for 2015 from Part XI, line 7 51,773
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2015:
    a From 2010......  
    b From 2011......  
    c From 2012......  
    d From 2013......  
    e From 2014...... 33,868
    fTotal of lines 3a through e........ 33,868
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 72,445
    a Applied to 2014, but not more than line 2a 0
    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 2015 distributable amount..... 51,773
    e Remaining amount distributed out of corpus 20,672
    5 Excess distributions carryover applied to 2015. 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 54,540
    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 2014. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2016. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8Excess distributions carryover from 2010 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......
    54,540
    10 Analysis of line 9:
    a Excess from 2011....  
    b Excess from 2012....  
    c Excess from 2013....  
    d Excess from 2014.... 33,868
    e Excess from 2015.... 20,672
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 10
    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 2015, 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) 2015 (b) 2014 (c) 2013 (d) 2012
             
    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 email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 11
    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
    ACHILLES INTERNATIONAL INC
    42 WEST 38TH STREET STE 400
    NEW YORK,NY10018
    NONE PUBLIC CHARITY CURRENT USE FOR GENERAL CHARITABLE PURPOSES 15,500
    AMERICAN HEART ASSOCIATION INC
    7272 GREENVILLE AVENUE
    DALLAS,TX75231
    NONE PUBLIC CHARITY CURRENT USE FOR GENERAL CHARITABLE PURPOSES 500
    ARCHDIOCESE HARTFORD PRISON MINISTRY (CATHOLIC CHARITIES ARCHDIOCESE HTFD)
    ADMINISTRATIVE OFFICE 839-841
    ASYLUM AVENUE
    HARTFORD,CT06105
    NONE PUBLIC CHARITY CURRENT USE FOR GENERAL CHARITABLE PURPOSES 38
    ASCENDE CHARITABLE TRUST FOUNDATION (ACT INC)
    500 ACT DR
    IOWA CITY,IA52243
    NONE PUBLIC CHARITY CURRENT USE FOR GENERAL CHARITABLE PURPOSES 5,000
    CONNECTICUT AMVETS SERVICE FOUNDATION
    PO BOX 206
    MORRIS,CT06763
    NONE PUBLIC CHARITY CURRENT USE FOR GENERAL CHARITABLE PURPOSES 200
    CONNECTICUT BRAIN TUMOR ALLIANCE INC
    8 LUCY WAY
    SIMSBURY,CT06070
    NONE PUBLIC CHARITY CURRENT USE FOR GENERAL CHARITABLE PURPOSES 100
    GIFTS OF LOVE (NETWORK FOR GOOD INC)
    1140 CONNECTICUT AVENUE NW STE 700
    WASHINGTON,DC20036
    NONE PUBLIC CHARITY CURRENT USE FOR GENERAL CHARITABLE PURPOSES 39
    CT STATE FRATERNAL ORDER OF POLICE
    PO BOX 270417
    WEST HARTFORD,CT06127
    NONE PUBLIC CHARITY CURRENT USE FOR GENERAL CHARITABLE PURPOSES 100
    JDRF INTERNATIONAL
    26 BROADWAY 14TH FLOOR
    NEW YORK,NY10004
    NONE PUBLIC CHARITY CURRENT USE FOR GENERAL CHARITABLE PURPOSES 15,880
    LITTLE SISTERS OF THE POOR (UNITED STATES CONFERENCE OF CATHOLIC BISHOPS)
    1365 ENFIELD STREET
    ENFIELD,CT06082
    NONE PUBLIC CHARITY CURRENT USE FOR GENERAL CHARITABLE PURPOSES 58
    MARCH OF DIMES FOUNDATION
    1275 MAMARONECK AVE
    WHITE PLAINS,NY10605
    NONE PUBLIC CHARITY CURRENT USE FOR GENERAL CHARITABLE PURPOSES 10,000
    CONNECTICUT VETERANS LEGAL CENTER
    114 ORANGE AVENUE 2ND FLOOR
    WEST HAVEN,CT06516
    NONE PUBLIC CHARITY CURRENT USE FOR GENERAL CHARITABLE PURPOSES 500
    NATIONAL MULTIPLE SCLEROSIS SOCIETY CONNECTICUT CHAPTER
    659 TOWER AVENUE FIRST FLOOR
    HARTFORD,CT06112
    NONE PUBLIC CHARITY CURRENT USE FOR GENERAL CHARITABLE PURPOSES 1,000
    NUTURING FAMILIES NETWORK (VILLAGE FOR FAMILIES & CHILDREN INC)
    1680 ALBANY AVENUE
    HARTFORD,CT06105
    NONE PUBLIC CHARITY CURRENT USE FOR GENERAL CHARITABLE PURPOSES 38
    SIMSBURY FRIENDS FOR MUSIC AND THE PERFORMING ARTS INC
    34 FARMS VILLAGE RD
    SIMSBURY,CT06070
    NONE PUBLIC CHARITY CURRENT USE FOR GENERAL CHARITABLE PURPOSES 100
    DULUTH HERITAGE SPORTS CENTER
    120 S 30TH AVE W
    DULUTH,MN55806
    NONE PUBLIC CHARITY CURRENT USE FOR GENERAL CHARITABLE PURPOSES 200
    ST CATHERINE OF SIENA PARISH
    265 STRATTON BROOK ROAD
    WEST SIMSBURY,CT06092
    NONE PUBLIC CHARITY CURRENT USE FOR GENERAL CHARITABLE PURPOSES 12,150
    TARIFFVILLE SCHOOL PTO INC
    42 WINTHROP STREET
    TARIFFVILLE,CT06081
    NONE PUBLIC CHARITY CURRENT USE FOR GENERAL CHARITABLE PURPOSES 100
    TEXAS A&M FOUNDATION
    401 GEORGE BUSH DRIVE
    COLLEGE STATION,TX77840
    NONE PUBLIC CHARITY CURRENT USE FOR GENERAL CHARITABLE PURPOSES 10,000
    VETERANS OF FOREIGN WARS OF THE UNITED STATES DEPT OF CONNECTICUT
    PO BOX 429
    ROCKY HILL,CT06067
    NONE PUBLIC CHARITY CURRENT USE FOR GENERAL CHARITABLE PURPOSES 378
    HENRY JAMES MEMORIAL SCHOOL PARENT TEACHER COUNCIL
    155 FIRETOWN ROAD
    SIMSBURY,CT06070
    NONE PUBLIC CHARITY CURRENT USE FOR GENERAL CHARITABLE PURPOSES 120
    HOPMEADOW NURSERY SCHOOL INC
    PO BOX 534
    SIMSBURY,CT06070
    NONE PUBLIC CHARITY CURRENT USE FOR GENERAL CHARITABLE PURPOSES 200
    INTERVAL HOUSE
    PO BOX 340207
    HARTFORD,CT06134
    NONE PUBLIC CHARITY CURRENT USE FOR GENERAL CHARITABLE PURPOSES 44
    MACULAR DEGENERATION FOUNDATION INC
    PO BOX 531313
    HENDERSON,NV89053
    NONE PUBLIC CHARITY CURRENT USE FOR GENERAL CHARITABLE PURPOSES 200
    Total .................................bullet 3a 72,445
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 12
    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 ...........
        14 9  
    4 Dividends and interest from securities....     14 26,598  
    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 8,823  
    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 35,430 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    1335,430
    (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 (2015)
    Form 990-PF (2015)
    Page 13
    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 organizations?
    Yes
    No
    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) 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 name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2015)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2015 InvestmentsCorpBondsSchedule
    Name:
    DAVID AND SHERRY CORDANI FAMILY
     
    FOUNDATION
    EIN:
    45-4079812
    Name of Bond End of Year Book Value End of Year Fair Market Value
    7,895.873 SHS. PIMCO LOW DURATION FUND INSTITUTIONAL CL 79,105 78,011
    3,002.457 SHS. DODGE & COX INCOME 39,902 41,194
    3,552.517 SHS. PIMCO TOTAL RETURN FUND INSTITUTIONAL CL 38,457 36,626
    1,135.462 SHS. PIMCO LONG DURATION TOTAL RETURN INST CL 13,250 13,557
    1,210.753 SHS. VANGUARD L/T INVESTMENT GRADE ADMIRAL SHS. 12,382 13,258
    2,345.307 SHS. VANGUARD INFLATION PROTECTED FUND ADM. SHS 65,575 62,901
    2,612.072 SHS. PIMCO FOREIGN BOND FUND 27,721 27,270
    2,809.149 SHS. T. ROWE INTERNATIONAL BOND FUND INST SHS 26,267 25,310

    TY 2015 InvestmentsCorpStockSchedule
    Name:
    DAVID AND SHERRY CORDANI FAMILY
     
    FOUNDATION
    EIN:
    45-4079812
    Name of Stock End of Year Book Value End of Year Fair Market Value
    877.028 SHS. DFA US LARGE VALUE INSTITUTIONAL CLASS 28,656 27,828
    1,855.316 SHS. T. ROWE PRICE EQUITY INCOME FUND CLASS I 42,719 55,864
    2,814.162 SHS. VANGUARD VALUE INDEX FUND ADMIRAL SHARES 60,324 93,318
    721.791 SHS. WASHINGTON MUTUAL INVESTORS FUND CLASS F-2 28,678 28,929
    1,675.763 SHS. AMERICAN FUNDS AMCAP F-2 36,045 43,804
    735.351 SHS. VANGUARD GROWTH INDEX FUND ADMIRAL SHARE 36,288 40,577
    1,190.504 SHS. DODGE & COX INTERNATIONAL STOCK FUND 35,280 41,299
    1,103.189 SHS. VANGUARD INTERNATIONAL VALUE PORTFOLIO 30,720 34,166
    677.728 SHS. EUROPACIFIC GROWTH FUND CLASS F-2 24,395 29,847
    390.483 SHS. VANGUARD INTERNATIONAL GROWTH ADMIRAL SHS 25,896 25,791
    688.992 SHS. VANGUARD REIT INDEX FUND ADMIRAL SHARES 64,858 86,593
    6,294.654 SHS. DFA INTERNATIONAL REAL ESTATE SEC FND INST 31,594 34,558
    567.211 SHS. DFA U.S. SMALL CAP VALUE FUND INST CLASS 19,708 17,771
    11 SHS. VANGUARD SMALL CAP VALUE ETF 698 1,158
    765.48 SHS. VANGUARD SMALL CAP VALUE INDEX ADMIRAL SHS 32,807 34,630
    789.795 SHS. DFA US MICRO CAP PORTFOLIO INST. CLASS 15,483 14,169
    428.796 SHS. VANGUARD SMALL CAP GROWTH INDX ADMIRAL SHS 18,454 18,678
    807 SHS. SPDR INDEX INT'L SMALL CAP ETF 19,868 23,455
    37 SHS. VANGUARD FTSE ALL WORLD EX-US SC 4,003 3,444
    347.18 SHS. VANGUARD ENERGY FUND ADMIRAL SHARES 34,723 32,423
    267.648 SHS. VANGUARD MATERIALS INDEX FUND ADMIRAL 13,759 13,966
    5,930.498 SHS. PIMCO COMMODITY REAL RETURN STRATEGY INST. 52,266 43,115

    TY 2015 OtherExpensesSchedule
    Name:
    DAVID AND SHERRY CORDANI FAMILY
     
    FOUNDATION
    EIN:
    45-4079812
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MASON SECURITIES INC. - MANAGEMENT FEES 5,300 5,300   0