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.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2019
Open to Public Inspection
For calendar year 2019, or tax year beginning 10-01-2017 , and ending 09-30-2018
Name of foundation
CHATHAM-BEECH CHARITABLE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 584
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SOUTH WINDSOR, CT06074
A Employer identification number

22-6374659
B Telephone number (see instructions)

(860) 214-0270
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... 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$832,615J 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.............
3 Interest on savings and temporary cash investments 521 521 521
4 Dividends and interest from securities... 31,253 31,253 31,253
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment 40,394
b Gross sales price for all assets on line 6a 304,039
7 Capital gain net income (from Part IV, line 2)...  
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)....... Click to see attachment 55   55
12 Total. Add lines 1 through 11........ 72,223 31,774 31,829
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 12,000 7,200   4,800
14 Other employee salaries and wages...... 5,200     5,200
15 Pension plans, employee benefits....... 1,796 1,257   539
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 2,975 2,083   892
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 680 476   204
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 249 174   75
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 2,494 1,746   748
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 25,394 12,936   12,458
25 Contributions, gifts, grants paid....... 37,838 37,838
26 Total expenses and disbursements. Add lines 24 and 25 63,232 12,936   50,296
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 8,991
b Net investment income (if negative, enter -0-) 18,838
c Adjusted net income (if negative, enter -0-)... 31,829
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2019)
Form 990-PF (2019)
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............. 36,305 33,912 33,914
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 689,408 Click to see attachment709,337 798,701
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)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment1,241    
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 726,954 743,249 832,615
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) Click to see attachment9,570 Click to see attachment16,874
23 Total liabilities (add lines 17 through 22)......... 9,570 16,874
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 717,384 726,375
30 Total liabilities and net assets/fund balances (see instructions). 726,954 743,249
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
717,384
2
Enter amount from Part I, line 27a .....................
2
8,991
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
726,375
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
726,375
Form 990-PF (2019)
Form 990-PF (2019)
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.)
1a
b
c
d
e
(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
b
c
d
e
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
b
c
d
e
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  
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))
2018 45,084 718,569 0.062741
2017 45,080 778,517 0.057905
2016 51,797 762,303 0.067948
2015 56,653 873,503 0.064857
2014 45,411 839,334 0.054104
2
Total of line 1, column (d) .....................
2
0.307555
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.061511
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5......
4
714,861
5
Multiply line 4 by line 3......................
5
43,972
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
188
7
Add lines 5 and 6........................
7
44,160
8
Enter qualifying distributions from Part XII, line 4,.............
8
50,296
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 (2019)
Form 990-PF (2019)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 188
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  
3 Add lines 1 and 2........................... 3 188
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 188
6 Credits/Payments:
a 2019 estimated tax payments and 2018 overpayment credited to 2019 6a  
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  
8 Enter any penalty for underpayment of estimated tax. Check here 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 9 188
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2020 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see 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$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
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)
    bulletMA
    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 2019 or the taxable year beginning in 2019? See the 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 (2019)
    Form 990-PF (2019)
    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 ofbulletBENJAMIN WALLACE Telephone no.bullet (860) 214-0270

    Located atbulletPO BOX 584SOUTH WINDSORCT ZIP+4bullet06074
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2019, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. 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 2019?.............
    1c
     
     
    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 2019, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2019?.............
    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 2019 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 2019.)..................
    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 2019?
    4b
     
    No
    Form 990-PF (2019)
    Form 990-PF (2019)
    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:
    Yes
    No
    (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
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    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
    BENJAMIN WALLACE TRUSTEE
    000.00     		12,000 0 0
    PO BOX 584
    SOUTH WINDSOR,CT06074
    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  
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    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.............bullet  
    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 N/A  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2019)
    Form 990-PF (2019)
    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
    690,676
    b
    Average of monthly cash balances.......................
    1b
    35,071
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    725,747
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    725,747
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    10,886
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    714,861
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    35,743
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    35,743
    2a
    Tax on investment income for 2019 from Part VI, line 5......
    2a
    188
    b
    Income tax for 2019. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    188
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    35,555
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    35,555
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    35,555
    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
    50,296
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    50,296
    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
    188
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    50,108
    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 (2019)
    Form 990-PF (2019)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2018     		(c)
    2018     		(d)
    2019
    1 Distributable amount for 2019 from Part XI, line 7 35,555
    2 Undistributed income, if any, as of the end of 2019:
    a Enter amount for 2018 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2019:
    a From 2014...... 3,780
    b From 2015...... 13,405
    c From 2016...... 14,104
    d From 2017...... 6,522
    e From 2018...... 9,558
    fTotal of lines 3a through e........ 47,369
    4Qualifying distributions for 2019 from Part
    XII, line 4: bullet$ 50,296
    a Applied to 2018, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2019 distributable amount..... 35,555
    e Remaining amount distributed out of corpus 14,741
    5 Excess distributions carryover applied to 2019.    
    (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 62,110
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    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......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2018. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2019. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2020 ..........     		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) .......     		 
    8 Excess distributions carryover from 2014 not
    applied on line 5 or line 7 (see instructions) ...     		3,780
    9Excess distributions carryover to 2020.
    Subtract lines 7 and 8 from line 6a ......     		58,330
    10 Analysis of line 9:
    a Excess from 2015.... 13,405
    b Excess from 2016.... 14,104
    c Excess from 2017.... 6,522
    d Excess from 2018.... 9,558
    e Excess from 2019.... 14,741
    Form 990-PF (2019)
    Form 990-PF (2019)
    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 2019, 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) 2019 (b) 2018 (c) 2017 (d) 2016
             
    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 foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    BENJAMIN WALLACE
    PO BOX 584
    SOUTH WINDSOR,CT06074
    (860) 214-0270
    bThe form in which applications should be submitted and information and materials they should include:
    THERE IS NO SPECIFIC FORM ON WHICH APPLICATIONS SHOULD BE MADE, HOWEVER, ALL APPLICATIONS SHOULD PROVIDE SUBSTANTIATION THAT THE ORGANIZATION IS A CHARITABLE ORGANIZATION AS DEFINED IN IRC CODE SECTION 170(C), 2055(A) AND 2522(A).
    cAny submission deadlines:
    THERE ARE NO SUBMISSION DEADLINES
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    THE CHATHAM-BEECH FOUNDATION MAKES CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS DULY AUTHORIZED TO CARRY ON ACTIVITIES FOR SUCH PURPOSES WHICH ARE DESCRIBED IN IRS CODE SECTION 170(C), 2055(A) AND 2522(A) AND THEREFORE, HAVE NO RESTRICTIONS ON THEIR CONTRIBUTIONS. THE FOUNDATION DOES GIVE PREFERENCE TO ORGANIZATIONS HAVING AN OFFICE WITHIN THE COMMONWEALTH OF MASSACHUSETTS.
    Form 990-PF (2019)
    Form 990-PF (2019)
    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
    ALZHEIMER'S ASSOCIATION
    225 N MICHIGAN AVE FL 1
    CHICAGO,IL60601     		    DONATION 500
    AMERICAN CAMP ASSOCIATION
    5000 STATE ROAD NORTH
    MARTINSVILLE,IN46151     		    DONATION 1,250
    AMERICAN RED CROSS
    PIONEER VALLEY CHAPTER
    506 COTTAGE STREET
    SPRINGFIELD,MA01104     		    DONATION 1,000
    BAYSTATE HEALTH FOUNDATION
    280 CHESTNUT STREET
    SPRINGFIELD,MA01199     		    DONATION 5,250
    BONEFISH AND TARPON TRUST
    135 SAN LORENZO AVE
    STE 860
    CORAL GABLES,FL33146     		    DONATION 250
    BOSTON AREA GLEANERS
    240 BEAVER STREET
    WALTHAM,MA02452     		    DONATION 100
    CAPE COD HEALTH FOUNDATION
    PO BOX 370
    HYANNIS,MA02601     		    DONATION 500
    CENTER FOR THE ARTS EVERGREEN
    31880 ROCKY VILLAGE DR
    EVERGREEN,CO80439     		    DONATION 1,000
    COMMUNITY FOUNDATION OF WESTERN MA
    1500 MAIN STREET
    PO BOX 15769
    SPRINFIELD,MA01115     		    DONATION 1,000
    EMERSON HEALTH CARE FOUNDATION
    133 OLD ROAD TO NINE ACRE
    CONCORD,MA01742     		    DONATION 250
    FELINE FRIENDS INC
    PO BOX 174
    FEEDING HILLS,MA01030     		    DONATION 250
    FOREST PARK ZOOLOGY SOCIETY
    302 SUMNER AVE
    SPRINGFIELD,MA01108     		    DONATION 1,000
    FOUNDATION FOR METROWEST
    3 ELLIOT STREET
    NATICK,MA01760     		    DONATION 250
    FRIENDS OF THE GOODNOW LIBRARY
    21 CONCORD ROAD
    SUDBURY,MA01776     		    DONATION 500
    FRIENDS OF THE HOMELESS
    755 WORTHINGTON STREET
    SPRINGFIELD,MA01105     		    DONATION 1,000
    GIFTS OF MUSIC FUND HARTFORD
    FOUNDATION FOR PUBLIC GIVING
    10 COLUMBUS BLVD
    HARTFORD,CT06106     		    DONATION 250
    GLOBAL GRASSROOTS
    1950 LAFAYETTE RD
    PORTSMOUTH,NH03801     		    DOANTION 1,000
    HARTFORD HOSPITAL
    80 SEYMOUR ST
    HARTFORD,CT06102     		    DONATION 1,500
    JEWISH GERIATRIC SERVICES
    770 CONVERSE STREET
    LONGMEADOW,MA01106     		    DONATION 250
    LONGFELLOW WAYSIDE INN
    72 WAYSIDE INN RD
    SUDBURY,MA01776     		    DONATION 250
    MASS AUDUBON SOCIETY
    208 SOUTH GREAT ROAD
    LINCOLN,MA01773     		    DONATION 250
    MASS GENERAL HOSPITAL
    55 FRUIT ST
    BOSTON,MA02114     		    DONATION 150
    MULTIPLE MYELOMA RESEARCH FOUNDATIO
    383 MAIN AVE
    NORWALK,CT06851     		    DONATION 250
    NEW ENGLAND PUBLIC RADIO FOUNDATION
    1525 MAIN ST
    SPRINGFIELD,MA01103     		    DONATION 1,000
    NORTHEASTERN UNIVERSITY
    360 HUNTINGTON AVE
    BOSTON,MA02115     		    DONATION 2,000
    OARS
    23 BRADFORD STREET
    CONCORD,MA01742     		    DONATION 250
    OPEN PANTRY COMMUNITY SERVICES
    PO BOX 5127
    SPRINGFIELD,MA01101     		    DONATION 1,000
    PLANNED PARENTHOOD LEAGUE
    OF MASSACHUSETTS
    1055 COMMONWEALTH AVE
    BOSTON,MA02215     		    DONATION 3,000
    SINAI TEMPLE
    1100 DICKINSON STREET
    SPRINGFIELD,MA01108     		    DONATION 1,088
    SKIDMORE COLLEGE
    815 NORTH BROADWAY
    SARATOGA SPRINGS,NY12866     		    DONATION 250
    SOUTH WINDSOR DOLLARS FOR SCHOLARS
    PO BOX 197
    SOUTH WINDSOR,CT06074     		    DONATION 1,500
    SOUTH WINDSOR HISTORICAL SOCIETY
    771 ELLINGTON RD
    SOUTH WINDSOR,CT06074     		    DONATION 250
    SUDBURY VALLEY TRUSTEES
    18 WOLBACH ROAD
    SUDBURY,MA01776     		    DONATION 1,000
    TEMPLE BETH HILLEL
    20 BAKER LANE
    SOUTH WINDSOR,CT06074     		    DONATION 4,000
    THE BRIDGE FAMILY CENTER
    1022 FARMINGTON AVE
    WEST HARTFORD,CT06107     		    DOANTION 1,500
    THE FOOD BANK OF WESTERN MA
    9 N HATFIELD ROAD
    HATFIELD,MA01038     		    DONATION 500
    WGBY
    44 HAMPDEN STREET
    SPRINGFIELD,MA01103     		    DONATION 500
    WILA
    45 MPALE AVE
    WINDSOR,CT06095     		    DONATION 1,500
    YOUTH TENNIS FOUNDATION
    OF NEW ENGLAND
    110 TURNPIKE ROAD
    WESTBOROUGH,MA01581     		    DONATION 500
    Total .................................bullet 3a 37,838
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2019)
    Form 990-PF (2019)
    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 ...........     		        521
    4 Dividends and interest from securities....         31,253
    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 ............     		        40,394
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aUBS FINANCIAL; NOMINEE     		        55
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..     72,223
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    72,223
    (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 (2019)
    Form 990-PF (2019)
    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) (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) (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 (2019)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2017 AccountingFeesSchedule
    Name:
    CHATHAM-BEECH CHARITABLE FOUNDATION
    EIN:
    22-6374659
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEES 2,975 2,083   892

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2017 GainLossSaleOtherAssetsSch
    Name:
    CHATHAM-BEECH CHARITABLE FOUNDATION
    EIN:
    22-6374659
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    ABBVIE 2014-03 PURCHASE 2017-10   70,391 31,408     38,983  
    BOARDWALK PIPELINE 2008-03 PURCHASE 2017-11   13,960 24,845     -10,885  
    BGC PARTNERS   PURCHASE 2017-11   8,095 2,891     5,204  
    QUALITY CARE 2017-06 PURCHASE 2017-12   2,899 6,170     -3,271  
    RMR GROUP   PURCHASE 2017-12   647 131     516  
    CALL: CANADIAN IMPERIAL BANK 2017-07 PURCHASE 2017-12     107     -107  
    CALL: PEPSICO   PURCHASE 2018-01     642     -642  
    ABBOTT LABS 2014-03 PURCHASE 2018-01   50,452 28,963     21,489  
    CALL: ALLIANCE RESOURCES   PURCHASE 2018-03   1,194       1,194  
    CALL: PEPSICO   PURCHASE 2018-03   1,946       1,946  
    ENTERPRISE PRODUCTION PARTNERS   PURCHASE 2018-04   36,459 37,257     -798  
    CALL: CANADIAN IMPERIAL BANK   PURCHASE 2018-04   1,201       1,201  
    CALL: PEPSICO   PURCHASE 2018-05   1,548       1,548  
    CALL: SCANA CORP   PURCHASE 2018-05   1,333       1,333  
    CALL: SCANA CORP   PURCHASE 2018-05     1,554     -1,554  
    PPL CORP   PURCHASE 2018-05   38,767 39,078     -311  
    PPL CORP   PURCHASE 2018-05   2,769 2,791     -22  
    CALL: BANK OF AMERICA   PURCHASE 2017-05   246       246  
    BANK OF AMERICA 2016-07 PURCHASE 2018-05   30,779 26,287     4,492  
    SOUTHERN CO 2018-05 PURCHASE 2018-05   13,073 13,252     -179  
    CALL: MACY'S   PURCHASE 2018-05     3,414     -3,414  
    CALL: INTEL CORP   PURCHASE 2018-07   3,162       3,162  
    CALL: SOUTHERN CO   PURCHASE 2018-08     1,686     -1,686  
    ANNALY CAPITAL MGMT   PURCHASE 2018-08   23,759 43,169     -19,410  
    CALL: SOUTHERN CO   PURCHASE 2018-08   1,359       1,359  

    TY 2017 InvestmentsCorpStockSchedule
    Name:
    CHATHAM-BEECH CHARITABLE FOUNDATION
    EIN:
    22-6374659
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABBOTT LABS    
    ABBVIE INC    
    ALLIANCE RESOURCE PARTNERS LP 28,012 30,600
    ANNALY CAPITAL MANAGEMENT 25,440 24,552
    AT & T 51,156 50,370
    BANK OF AMERICA    
    BGC PARTNERS INC    
    BOARDWALK PIPELINE PTNRS    
    BP PLC SPON ADR 44,183 46,100
    CANADIAN IMPERIAL BANK 25,644 28,131
    CANON INC 20,140 22,155
    CHEVRON CORP 51,100 61,140
    EXXON MOBIL 62,293 85,020
    GENERAL ELECTRIC 40,090 11,290
    HCP INC 29,750 26,320
    INTEL CORP 38,575 94,580
    INTERNATIONAL BUSS. MACHINES 31,315 30,242
    NOBLE CORP 26,359 7,030
    JOHNSON & JOHNSON 37,206 41,451
    PEPSICO 36,249 55,900
    PFIZER INC. 26,248 44,070
    MACY'S INC 27,575 34,730
    QUALITY CARE PPTYS    
    RMR GROUP    
    SENIOR HOUSING PROPERTIES TR 18,358 17,560
    OWENS & MINOR INC 25,025 24,780
    TEVA PHARMACEUTICALS IND LTD    
    WELLTOWER INC 33,695 32,160
    ROUNDING ADJSUTMENT 2  
    SOUTHERN CO 30,922 30,520

    TY 2017 OtherAssetsSchedule
    Name:
    CHATHAM-BEECH CHARITABLE FOUNDATION
    EIN:
    22-6374659
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    RETURN ON CAPITAL 1,241    


    TY 2017 OtherExpensesSchedule
    Name:
    CHATHAM-BEECH CHARITABLE FOUNDATION
    EIN:
    22-6374659
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    DUES & SUBSCRIPTIONS 1,944 1,361   583
    POSTAGE 144 101   43
    INSURANCE 238 167   71
    INVESTMENT EXPENSES 39 27   12
    SUPPLIES 129 90   39


    TY 2017 OtherIncomeSchedule2
    Name:
    CHATHAM-BEECH CHARITABLE FOUNDATION
    EIN:
    22-6374659
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER REVENUE 55   55


    TY 2017 OtherLiabilitiesSchedule
    Name:
    CHATHAM-BEECH CHARITABLE FOUNDATION
    EIN:
    22-6374659
    Description Beginning of Year - Book Value End of Year - Book Value
    PAYROLL LIABILITIES 3,830 3,982
    RETURN ON CAPITAL   1,219
    INVESTMENT OPTIONS 5,740 11,673


    TY 2017 TaxesSchedule
    Name:
    CHATHAM-BEECH CHARITABLE FOUNDATION
    EIN:
    22-6374659
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES PAID 394 276   118
    OTHER TAXES 286 200   86