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 06-01-2015 , and ending 05-31-2016
Name of foundation
ACORN ALCINDA FOUNDATION INC
C/O JAN KENNEDY
Number and street (or P.O. box number if mail is not delivered to street address)25 PALMER DRIVE
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SOUTH WINDSOR, CT06074
A Employer identification number

54-1303250
B Telephone number (see instructions)

(860) 610-7582
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$4,346,021
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      
4 Dividends and interest from securities... 204,326 204,326  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -120,807
b Gross sales price for all assets on line 6a 1,753,000
7 Capital gain net income (from Part IV, line 2)... 0
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........ 83,519 204,326  
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)....... 7,000 0   7,000
c Other professional fees (attach schedule).... 46,067 0   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 17,512 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 24,731 0   0
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 95,310 0   7,000
25 Contributions, gifts, grants paid....... 233,020 233,020
26 Total expenses and disbursements. Add lines 24 and 25 328,330 0   240,020
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -244,811
b Net investment income (if negative, enter -0-) 204,326
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......... 67,149 50,880 50,880
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)....... 4,445,053 Click to see attachment4,213,255 3,890,446
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 472,382 Click to see attachment477,138 404,695
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) 4,984,584 4,741,273 4,346,021
Liabilities 17 Accounts payable and accrued expenses.......... 2,000 3,500
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)......... 2,000 3,500
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 4,982,584 4,737,773
30 Total net assets or fund balances (see instructions)..... 4,982,584 4,737,773
31 Total liabilities and net assets/fund balances (see instructions). 4,984,584 4,741,273
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
4,982,584
2
Enter amount from Part I, line 27a .....................
2
-244,811
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
4,737,773
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
4,737,773
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 1294.591 COHEN & STEERS RLTY SHARES INC P 2015-05-27 2015-08-12
b 91.505 COHEN & STEERS RLTY SHARES INC P 2015-07-01 2015-08-12
c 11.625 COHEN & STEERS RLTY SHARES INC P 2015-07-01 2015-08-12
d 8.97 COHEN & STEERS RLTY SHARES INC P 2015-07-01 2015-08-12
e 29293.588 COLUMBIA FDS SER TR II MASS DIVIDEND OPPORTUNITY FD CL Z P 2015-05-27 2015-08-12
258.079 COLUMBIA FDS SER TR II MASS DIVIDEND OPPORTUNITY FD CL Z P 2015-06-23 2015-08-12
8840.54 MFS INTERNATIONAL VALUE FD CL I P 2015-03-12 2015-08-12
7141.19 NEUBERGER BERMAN EQUITY INCOME FUNDS P 2015-05-27 2015-08-12
2876.516 ROYCE FD SPL EQUITY FUND P 2015-05-27 2015-08-12
2044.641 SCOUT FUNDS MID CAP FUND P 2015-05-27 2015-08-12
30 SOUTH32 LTD ADR P 2015-05-29 2015-08-12
97.94 COHEN & STEERS FUNDS GLOBAL REALTY CL I P 2015-08-12 2016-03-10
70.846 FIDELITY ADVISOR ADVISORS MATERIALS CLASS I P 2015-03-12 2016-03-10
192 BARCLAYS BK PLC ETN IPATH BLOOMBERG CMMD IDX P 2015-03-12 2016-03-10
722.952 GOLDMAN SACHS TR II MULTI-MANAGER ALTERNATIVES FD P 2015-08-12 2016-03-10
151.976 GOLDMAN SACHS TR MLP ENERGY P 2015-08-12 2016-03-10
84 ISHARES CORE S&P SMALL CAP P 2015-05-27 2016-03-10
403.934 MAINSTAY FDS TR MARKETFIELD FD CL I P 2015-05-27 2016-03-10
1094.37 JP MORGAN TR I US LARGE CAP CORE PLUS FD P 2015-05-27 2016-03-10
449.986 NUVEEN INVT TR II INTL EQUITY FD CL I P 2015-08-12 2016-03-10
526.008 PROFESSIONALLY MANAGED PORTFOL CL INSTL HODGES SMALL CAP FUND P 2015-05-27 2016-03-10
930.095 HIGHLAND FDS II GLOBAL ALLOCATION FD CL Y P 2015-08-12 2016-03-10
660.494 SUNAMERICA SER INC FOCUSED DIVIDEND STRATEGY PORTFOLIO CL W P 2015-08-12 2016-03-10
185.709 UNDISCOVERED MANAGERS BEHAVIORAL VALUE I P 2015-08-12 2016-03-10
473.435 NATIXIS FUNDS TRUST II VAUGHAN NELSON VALUE CL Y P 2015-08-12 2016-03-10
282 VANGUARD INTL EQUITY ETF INDEX FDS FTSE EMERGING MKTS P 2015-05-27 2016-03-10
4005.089 MAINSTAY FDS TR MARKETFIELD FD CL I P 2013-02-08 2015-08-12
2602.436 MAINSTAY FDS TR MARKETFIELD FD CL I P 2013-09-16 2015-08-12
2590.898 MAINSTAY FDS TR MARKETFIELD FD CL I P 2014-02-25 2015-08-12
3803.888 NEUBERGER BERMAN EQUITY INCOME FUNDS P 2012-09-26 2015-08-12
4537.954 NEUBERGER BERMAN EQUITY INCOME FUNDS P 2013-09-16 2015-08-12
2551.02 PRINCIPAL FDS INC MIDCAP FUND P 2014-02-25 2015-08-12
3647.566 ROYCE FD SPL EQUITY FUND P 2014-02-25 2015-08-12
15250.545 SCOUT FUNDS MID CAP FUND P 2014-02-25 2015-08-12
1001.372 INVESTMENT MANAGERS SER TR CENTER COAST MLP FOCUS FUND INSTL CLASS P 2012-09-26 2016-03-10
264.548 FIRST EAGLE FDS INC GLOBAL FD CL I P 2013-02-08 2016-03-10
1122.727 HIGHLAND LONG/SHORT EQUITY FUND P 2014-08-26 2016-03-10
90.067 MAINSTAY FDS TR MARKETFIELD FD CL I P 2014-02-25 2016-03-10
603.19 PRINCIPAL FDS INC MIDCAP FUND INSTL CLASS P 2014-02-25 2016-03-10
513.61 HENDERSON GLOBAL FDS EUROPEAN FOCUS FD CL I P 2014-02-25 2016-03-10
361.242 OPPENHEIMER DEV MKTS CL Y P 2011-05-10 2016-03-10
1625.631 ALGER FDS II SPECTRA FD CL I P 2014-02-25 2016-03-10
OTHER CAPITAL LOSS COSTS P 2011-05-10 2016-03-10
(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 92,382   99,800 -7,418
b 6,530   6,114 416
c 829   777 52
d 640   599 41
e 271,259   283,269 -12,010
2,390   2,460 -70
330,282   321,000 9,282
89,051   92,407 -3,356
62,334   66,390 -4,056
32,960   33,573 -613
185   270 -85
4,850   5,017 -167
4,600   5,617 -1,017
4,171   5,413 -1,242
7,150   7,765 -615
1,000   1,430 -430
8,989   9,895 -906
5,724   6,677 -953
27,600   33,641 -6,041
16,150   18,521 -2,371
9,000   11,046 -2,046
7,850   10,808 -2,958
10,700   11,506 -806
10,175   10,894 -719
9,000   10,790 -1,790
9,194   12,243 -3,049
60,958   66,204 -5,246
39,609   47,000 -7,391
39,433   48,320 -8,887
47,434   45,000 2,434
56,588   55,000 1,588
60,000   52,774 7,226
79,043   88,198 -9,155
245,839   280,000 -34,161
7,300   8,778 -1,478
13,775   13,233 542
12,350   14,000 -1,650
1,276   1,680 -404
12,100   12,479 -379
15,850   18,670 -2,820
10,700   13,034 -2,334
25,750   29,196 -3,446
    12,319 -12,319
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       -7,418
b       416
c       52
d       41
e       -12,010
      -70
      9,282
      -3,356
      -4,056
      -613
      -85
      -167
      -1,017
      -1,242
      -615
      -430
      -906
      -953
      -6,041
      -2,371
      -2,046
      -2,958
      -806
      -719
      -1,790
      -3,049
      -5,246
      -7,391
      -8,887
      2,434
      1,588
      7,226
      -9,155
      -34,161
      -1,478
      542
      -1,650
      -404
      -379
      -2,820
      -2,334
      -3,446
      -12,319
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 -120,807
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 237,358 5,081,718 0.046708
2013 226,834 5,013,779 0.045242
2012 212,925 4,683,610 0.045462
2011 223,641 4,447,846 0.050281
2010 197,156 4,598,528 0.042874
2
Total of line 1, column (d) .....................
20.230567
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
0.046113
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
4,465,124
5
Multiply line 4 by line 3......................
5
205,900
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
2,043
7
Add lines 5 and 6........................
7
207,943
8
Enter qualifying distributions from Part XII, line 4.............
8
240,020
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 2,043
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 2,043
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 2,043
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 15,200
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 15,200
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 13,157
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet2,400 RefundedBullet 11 10,757
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)
    bulletVA
    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 ofbulletPKF O'CONNOR DAVIES LLP Telephone no.bullet (201) 445-0500

    Located atbullet106 PROSPECT STREETRIDGEWOODNJ ZIP+4bullet07450
    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
    JAN B KENNEDY DIR. VP.
    0.00
    0 0 0
    25 PALMER DRIVE
    SOUTH WINDSOR,CT06074
    KIT C KENNEDY DIR. PRES. SEC
    0.00
    0 0 0
    16846 BLACK MARLIN CIRCLE
    LEWES,DE19958
    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
    4,464,505
    b
    Average of monthly cash balances.......................
    1b
    68,616
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    4,533,121
    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
    4,533,121
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    67,997
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    4,465,124
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    223,256
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    223,256
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    2,043
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,043
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    221,213
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    221,213
    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
    221,213
    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
    240,020
    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
    240,020
    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
    2,043
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    237,977
    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 7 221,213
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only....... 232,245
    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......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 240,020
    a Applied to 2014, but not more than line 2a 232,245
    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..... 7,775
    e Remaining amount distributed out of corpus 0
    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 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 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 ..........
    213,438
    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 ......
    0
    10 Analysis of line 9:
    a Excess from 2011....  
    b Excess from 2012....  
    c Excess from 2013....  
    d Excess from 2014....  
    e Excess from 2015....  
    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
    4H CAMP HOLIDAY LAKE 4-H EDUCATIONAL CENTER INC
    RTE 2 BOX 630
    APPOMATTOX,VA24522
    NO INDIVIDUALS N/A UNRESTRICTED 500
    AFS INTERCULTURAL PROGRAMSUSA
    198 MADISON AVENUE FL8
    NEW YORK,NY10157
    NO INDIVIDUALS N/A UNRESTRICTED 500
    ALLIANCE DEFENSE FUND
    8960 E RAINTREE DRIVE SUITE 300
    SCOTTSDALE,AZ85260
    NO INDIVIDUALS N/A UNRESTRICTED 22,000
    AMERICAN RED CROSS
    75 PEARL STREET
    HARTFORD,CT06103
    NO INDIVIDUALS N/A UNRESTRICTED 1,500
    ANAPOLIS LIONS CLUB FOUNDATION
    PO BOX 6446
    ANAPOLIS,MD21401
    NO INDIVIDUALS N/A UNRESTRICTED 2,500
    AUTISM SOCIETY OF NORTH CAROLINA
    505 OBERLINE ROAD 230
    RALEIGH,NC27605
    NO INDIVIDUALS N/A UNRESTRICTED 1,000
    AVERY HEIGHTS
    705 NEW BRITAIN AVE
    HARTFORD,CT06106
    NO INDIVIDUALS N/A UNRESTRICTED 100
    CAMPUS CRUSADE FOR CHRIST
    10 LAKE HART DRIVE
    ORLANDO,FL32832
    NO INDIVIDUALS N/A UNRESTRICTED;LISTTOTAL 5000;LISTTOTAL 1000 1,000
    CENTRAL ASIA INSTITUTE
    PO BOX 7209
    BOZEMAN,MT59771
    NO INDIVIDUALS N/A UNRESTRICTED 400
    COMMUNITY INVESTMENT COLLABORATIVE
    PO BOX 2976
    CHARLOTTESVILLE,VA22902
    NO INDIVIDUALS N/A UNRESTRICTED 2,000
    CONNECTICUT CHILDREN'S MEDICAL CENTER FOUNDATION
    12 CHARTER OAK PLACE
    HARTFORD,CT06106
    NO INDIVIDUALS N/A UNRESTRICTED 3,000
    CONNECTICUT SCIENCE CENTER
    250 COLUMBUS BLVD
    HARTFORD,CT06103
    NO INDIVIDUALS N/A UNRESTRICTED 500
    CONNECTICUT VOLUNTEER SERVICE FOR THE BLIND AND HANDICAPPED INC
    840 MAIN STREET
    EAST HARTFORD,CT06108
    NO INDIVIDUALS N/A UNRESTRICTED 3,500
    CONSTRUCTIVE WORKSHOPS INC
    102 WASHINGTON STREET
    NEW BRITAIN,CT06051
    NO INDIVIDUALS N/A UNRESTRICTED 2,000
    CPTV
    240 NEW BRITAIN AVE
    HARTFORD,CT06106
    NO INDIVIDUALS N/A UNRESTRICTED 1,000
    DELAWARE STRONG FAMILIES
    PO BOX 925
    SEAFORD,DE19973
    NO INDIVIDUALS N/A UNRESTRICTED 6,000
    DILLWYN VOLUNTEER FIRE DEPARTMENT
    PO BOX 398
    DILLWYN,VA23936
    NO INDIVIDUALS N/A UNRESTRICTED 1,000
    EP PEARCE ELEMENTARY SCHOOL PTA
    2006 PLEASANT RIDGE RD
    GREENSBORO,NC27410
    NO INDIVIDUALS N/A UNRESTRICTED 500
    END 68 HOURS OF HUNGER
    PO BOX 676
    SOMERSWORTH,NH03878
    NO INDIVIDUALS N/A UNRESTRICTED 1,000
    EXETER CONGREGATIONAL CHURCH
    21 FRONT STREET
    EXETER,NH03833
    NO INDIVIDUALS N/A UNRESTRICTED 2,500
    EXETER ELEMENTARY PTO
    40 MAIN ST
    EXETER,NH03833
    NO INDIVIDUALS N/A UNRESTRICTED 1,000
    FALLSTON ANIMAL RESCUE MOVEMENT
    2725 FALLSTON ROAD
    FALLSTON,MD21047
    NO INDIVIDUALS N/A UNRESTRICTED 4,000
    FAMILY RESEARCH COUNCIL
    801 G STREET NW
    WASHINGTON,DC20001
    NO INDIVIDUALS N/A UNRESTRICTED 10,000
    FIDELCO GUIDE DOG
    PO BOX 142
    BLOOMFIELD,CT06002
    NO INDIVIDUALS N/A UNRESTRICTED 500
    FOCUS ON THE FAMILY
    PO BOX 35500
    COLORADO SPRINGS,CO80935
    NO INDIVIDUALS N/A UNRESTRICTED 2,000
    FOREST LANDOWNER FOUNDATION
    PO BOX 450209
    ATLANTA,GA31145
    NO INDIVIDUALS N/A UNRESTRICTED 5,000
    FRIENDS OF SOUTH WINDSOR PUBLIC LIBRARY
    1550 SULLIVAN AVENUE
    SOUTH WINDSOR,CT06074
    NO INDIVIDUALS N/A UNRESTRICTED 2,000
    GLASTONBURY ABC INC
    1160 NEW LONDON TURNPIKE
    GLASTONBURY,CT06033
    NO INDIVIDUALS N/A UNRESTRICTED 2,500
    GOODSPEED OPERA HOUSE
    6 MAIN STREET
    EAST HADDAM,CT06423
    NO INDIVIDUALS N/A UNRESTRICTED 1,500
    GREENSBORO URBAN MINISTRY
    305 W GATE CITY BLVD
    GREENSBORO,NC27406
    NO INDIVIDUALS N/A UNRESTRICTED 1,000
    HABITAT FOR HUMANITY
    PO BOX 1933
    HARTFORD,CT06144
    NO INDIVIDUALS N/A UNRESTRICTED 500
    HARTFORD STAGE COMPANY
    50 CHURCH STREET
    HARTFORD,CT06103
    NO INDIVIDUALS N/A UNRESTRICTED 1,500
    HARTFORD SYMPHONY ORCHESTRA
    28 FARMINGTON AVE
    HARTFORD,CT06105
    NO INDIVIDUALS N/A UNRESTRICTED 1,500
    JANE M JOHNSTON FOUNDATIONCAMP SUNRISE
    8219 TOWN CENTER DRIVE
    BALTIMORE,MD21236
    NO INDIVIDUALS N/A UNRESTRICTED 1,000
    KERNODLE PTA (BAND)
    3600 DRAWBRIDGE PKWY
    GREENSBORO,NC27410
    NO INDIVIDUALS N/A UNRESTRICTED 500
    NATIONAL RIGHT TO LIFE
    512 10TH ST NW
    WASHINGTON,DC20004
    NO INDIVIDUALS N/A UNRESTRICTED 1,000
    NEW COVENANT PRESBYTERIAN CHURCH
    3072 SAVANNAH EAST DRIVE
    LEWES,DE19958
    NO INDIVIDUALS N/A UNRESTRICTED 15,000
    NORTH CAROLINA AGRICULTURAL FOUNDATION INC
    CAMPUS BOX 7645 NC STATE UNIVERSITY
    RALEIGH,NC276957645
    NO INDIVIDUALS N/A UNRESTRICTED 3,000
    OUT OF THE GARDEN PROJECT
    PO BOX 4331
    GREENSBORO,NC27404
    NO INDIVIDUALS N/A UNRESTRICTED 2,000
    PEDALING FOR PREEMIES
    116 HUNTINGTON AVE 5TH FLOOR
    BOSTON,MA02116
    NO INDIVIDUALS N/A UNRESTRICTED 1,000
    PENN STATE UNIVERSITY
    5 OLD MAIN
    UNIVERSITY PARK,PA16802
    NO INDIVIDUALS N/A UNRESTRICTED 1,000
    PHI BETA KAPPA
    1785 MASSACHUSETTS AVE NW FL4
    WASHINGTON,DC20036
    NO INDIVIDUALS N/A UNRESTRICTED 500
    PRINCETON UNIVERSITY CLASS OF 1963
    70 PINE STREET 15TH FLOOR
    NEW YORK,NY10270
    NO INDIVIDUALS N/A UNRESTRICTED 2,000
    ROADS SCHOLAR
    11 AVENUE DE LAFAYETTE
    BOSTON,MA02111
    NO INDIVIDUALS N/A UNRESTRICTED 500
    SHELBURNE FARMS
    1611 HARBOR RD
    SHELBURNE,VT05482
    NO INDIVIDUALS N/A UNRESTRICTED 500
    SHELBURNE MUSEUM
    6000 SHELBURNE RD
    SHELBURNE,VT05482
    NO INDIVIDUALS N/A UNRESTRICTED 500
    SOUTH WINDSOR CULTURAL ARTS COMMISION
    PO BOX 143
    SOUTH WINDSOR,CT03074
    NO INDIVIDUALS N/A UNRESTRICTED 4,000
    SOUTH WINDSOR FIRE DEPARTMENT
    1175 ELLINGTON ROAD
    SOUTH WINDSOR,CT06074
    NO INDIVIDUALS N/A UNRESTRICTED 1,000
    SOUTH WINDSOR FUEL & FOOD BANK
    22 MORGAN FARMS DRIVE
    SOUTH WINDSOR,CT06074
    NO INDIVIDUALS N/A UNRESTRICTED 500
    SOUTH WINDSOR HISTORICAL SOCIETY
    PO BOX 216
    SOUTH WINDSOR,CT06074
    NO INDIVIDUALS N/A UNRESTRICTED 4,000
    ST PAUL THE APOSTLE CATHOLIC CHURCH
    2715 HORSE PEN CREEK ROAD
    GREENSBORO,NC27410
    NO INDIVIDUALS N/A UNRESTRICTED;LISTTOTAL 1800 2,500
    SUSSEX PREGNANCY CARE CENTER
    5 BURGER KING DRIVE
    GEORGETOWN,DE19947
    NO INDIVIDUALS N/A UNRESTRICTED 3,000
    TEEN CHALLENGE
    1315 MAIN STREET
    BROCKTON,MA02301
    NO INDIVIDUALS N/A UNRESTRICTED 1,291
    THE COLLEGE OF NEW JERSEY
    2000 PENNINGTON ROAD
    EWING,NJ08628
    NO INDIVIDUALS N/A UNRESTRICTED 2,000
    THE INSTITUTE FOR LIVING
    400 WASHINGTON STREET
    HARTFORD,CT06106
    NO INDIVIDUALS N/A UNRESTRICTED 8,500
    THE PINGRY SCHOOL
    PO BOX 366
    MARTINSVILLE,NJ08836
    NO INDIVIDUALS N/A UNRESTRICTED 1,500
    THE WOMANS INITIATIVE
    1101 EAST HIGH STREET SUITE A
    CHARLOTTESVILLE,VA22902
    NO INDIVIDUALS N/A UNRESTRICTED 1,000
    VIRGINIA EDUCATION FOUNDATION
    8801A PATTERSON AVE
    RICHMOND,VA23229
    NO INDIVIDUALS N/A UNRESTRICTED 5,000
    VIRGINIA ENGINEERING FOUNDATION CO THE UNIVERSITY OF VIRGINIA FUND
    PO BOX 3446
    CHARLOTTESVILLE,VA229030446
    NO INDIVIDUALS N/A UNRESTRICTED 2,500
    VIRGINIA FORESTRY ASSOCIATION
    8810B PATTERSON AVE
    RICHMOND,VA23229
    NO INDIVIDUALS N/A UNRESTRICTED 7,000
    VIRGINIA TECH BEARS
    324 CHEATHAM HALL
    BLACKSBURG,VA24061
    NO INDIVIDUALS N/A UNRESTRICTED 17,000
    VIRGINIA TECH FISHERIES
    324 CHEATHAM HALL
    BLACKSBURG,VA24061
    NO INDIVIDUALS N/A UNRESTRICTED 12,000
    VIRGINIA TECH FORESTRY
    324 CHEATHAM HALL
    BLACKSBURG,VA24061
    NO INDIVIDUALS N/A UNRESTRICTED;LISTTOTAL 5000;LISTTOTAL 7000 2,000
    VIRGINIA TECH LIDAR
    324 CHEATHAM HALL
    BLACKSBURG,VA24061
    NO INDIVIDUALS N/A UNRESTRICTED 16,000
    WAPPING COMMUNITY CHURCH
    1790 ELLINGTON ROAD
    SOUTH WINDSOR,CT06074
    NO INDIVIDUALS N/A UNRESTRICTED;LISTTOTAL 16750;LISTTOTAL 20000 10,000
    WOMENADE OF GREATER SQUAMSCOTT
    PO BOX 653
    STRATHAM,NH03885
    NO INDIVIDUALS N/A UNRESTRICTED 1,000
    WOOD MEMORIAL LIBRARY
    783 MAIN STREET
    SOUTH WINDSOR,CT06074
    NO INDIVIDUALS N/A UNRESTRICTED 8,729
    SALVATION ARMY
    855 ASYLUM AVE
    HARTFORD,CT06105
    NO INDIVIDUALS N/A UNRESTRICTED 500
    YMCA
    770 MAIN STREET
    EAST HARTFORD,CT06103
    NO INDIVIDUALS N/A UNRESTRICTED 2,000
    BRIDGE INTERNATIONAL
    PO BOX 78105-00507 TULIP HOUSE
    GROUND FLOOR MOMBASA ROAD
    NAIROBI,KENYA  
    KE
    NO INDIVIDUALS N/A UNRESTRICTED 5,000
    BRYAN P HEALEY FOUNDATION
    36 BERNADOTTE COURT
    BALTIMORE,MD21234
    NO INDIVIDUALS N/A UNRESTRICTED 1,000
    Total .................................bullet 3a 233,020
    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 ...........
             
    4 Dividends and interest from securities....     14 204,326  
    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 -120,807  
    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 83,519 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    1383,519
    (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.)
    4 ALL INCOME IS FROM INVESTMENTS.
    8 ALL INCOME IS FROM INVESTMENTS.
    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 AccountingFeesSchedule
    Name:
    ACORN ALCINDA FOUNDATION INC
     
    C/O JAN KENNEDY
    EIN:
    54-1303250
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 7,000 0   7,000

    TY 2015 InvestmentsCorpStockSchedule
    Name:
    ACORN ALCINDA FOUNDATION INC
     
    C/O JAN KENNEDY
    EIN:
    54-1303250
    Name of Stock End of Year Book Value End of Year Fair Market Value
    EQUITIES 4,213,255 3,890,446

    TY 2015 InvestmentsOtherSchedule2
    Name:
    ACORN ALCINDA FOUNDATION INC
     
    C/O JAN KENNEDY
    EIN:
    54-1303250
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MUTUAL FUNDS AT COST 477,138 404,695

    TY 2015 OtherProfessionalFeesSchedule
    Name:
    ACORN ALCINDA FOUNDATION INC
     
    C/O JAN KENNEDY
    EIN:
    54-1303250
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 46,067 0   0


    TY 2015 TaxesSchedule
    Name:
    ACORN ALCINDA FOUNDATION INC
     
    C/O JAN KENNEDY
    EIN:
    54-1303250
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX PAID 270 0   0
    ESTIMATED TAXES PAID 15,200 0   0
    PRIOR YEAR TAXES PAID 2,042 0   0