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
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
UNITED BANK FOUNDATION CONNECTICUT INC
 
Number and street (or P.O. box number if mail is not delivered to street address)225 ASYLUM STREET
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
HARTFORD, CT06103
A Employer identification number

20-3000295
B Telephone number (see instructions)

(860) 291-3600
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$9,303,592J 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      
4 Dividends and interest from securities... 332,515 332,515  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 66,469
b Gross sales price for all assets on line 6a 5,432,021
7 Capital gain net income (from Part IV, line 2)... 66,469
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........ 398,984 398,984  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 10,000 5,000   5,000
c Other professional fees (attach schedule).... Click to see attachment 40,917 23,173   17,744
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 7,416 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 58,333 28,173   22,744
25 Contributions, gifts, grants paid....... 522,802 522,802
26 Total expenses and disbursements. Add lines 24 and 25 581,135 28,173   545,546
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -182,151
b Net investment income (if negative, enter -0-) 370,811
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
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............. 152,390 20,311 20,311
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).......      
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).......... 10,939,824 Click to see attachment9,283,281 9,283,281
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) 11,092,214 9,303,592 9,303,592
Liabilities 17 Accounts payable and accrued expenses.......... 2,442 4,564
18 Grants payable................. 106,666 25,000
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 109,108 29,564
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................. 10,983,106 9,274,028
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)..... 10,983,106 9,274,028
31 Total liabilities and net assets/fund balances (see instructions). 11,092,214 9,303,592
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
10,983,106
2
Enter amount from Part I, line 27a .....................
2
-182,151
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
10,800,955
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
1,526,927
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
9,274,028
Form 990-PF (2018)
Form 990-PF (2018)
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 PUBLICALY TRADED SECURITIES      
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 5,432,021   5,365,552 66,469
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       66,469
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 66,469
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))
2017 554,723 11,081,342 0.050059
2016 587,921 8,958,624 0.065626
2015 654,660 9,792,903 0.066850
2014 818,616 10,533,899 0.077713
2013 620,703 10,982,301 0.056518
2
Total of line 1, column (d) .....................
2
0.316766
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
0.063353
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
10,044,934
5
Multiply line 4 by line 3......................
5
636,377
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
3,708
7
Add lines 5 and 6........................
7
640,085
8
Enter qualifying distributions from Part XII, line 4,.............
8
545,546
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 (2018)
Form 990-PF (2018)
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 7,416
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 7,416
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 7,416
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 3,000
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 4,321
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 7,321
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 148
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 243
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 2019 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$ 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
     
    No
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletCT
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? 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 (2018)
    Form 990-PF (2018)
    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 addressbulletHTTPS://WWW.BANKATUNITED.COM
    14
    The books are in care ofbulletTHE FOUNDATION Telephone no.bullet (860) 291-3600

    Located atbullet225 ASYLUM STREETHARTFORDCT ZIP+4bullet06103
    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 2018, 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 2018?.............
    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 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    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 2018 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 2018.)..................
    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 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    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
    ADAM JEAMEL PRESIDENT
    1.00     		0 0 0
    225 ASYLUM STREET
    HARTFORD,CT06103
    WILLIAM HW CRAWFORD CHAIRMAN
    1.00     		0 0 0
    225 ASYLUM STREET
    HARTFORD,CT06103
    ERIC R NEWELL EXEC VP, CFO & TREASURER
    1.00     		0 0 0
    225 ASYLUM STREET
    HARTFORD,CT06103
    JENNIFER DENBARGE SECRETARY
    1.00     		0 0 0
    225 ASYLUM STREET
    HARTFORD,CT06103
    MICHAEL BARS DIRECTOR
    1.00     		0 0 0
    225 ASYLUM STREET
    HARTFORD,CT06103
    THOMASINA CLEMONS DIRECTOR
    1.00     		0 0 0
    225 ASYLUM STREET
    HARTFORD,CT06103
    RAYMOND LEFURGE DIRECTOR
    1.00     		0 0 0
    225 ASYLUM STREET
    HARTFORD,CT06103
    ROSEMARIE PAPA DIRECTOR
    1.00     		0 0 0
    225 ASYLUM STREET
    HARTFORD,CT06103
    RICHARD TRACHIMOWICZ DIRECTOR
    1.00     		0 0 0
    225 ASYLUM STREET
    HARTFORD,CT06103
    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
    Form 990-PF (2018)
    Form 990-PF (2018)
    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.............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 (2018)
    Form 990-PF (2018)
    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
    10,111,552
    b
    Average of monthly cash balances.......................
    1b
    86,351
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    10,197,903
    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
    10,197,903
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    152,969
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    10,044,934
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    502,247
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    502,247
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    7,416
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    7,416
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    494,831
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    494,831
    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
    494,831
    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
    545,546
    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
    545,546
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    545,546
    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 (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 494,831
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013...... 78,000
    b From 2014...... 298,817
    c From 2015...... 182,734
    d From 2016...... 152,842
    e From 2017...... 11,098
    fTotal of lines 3a through e........ 723,491
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 545,546
    a Applied to 2017, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2018 distributable amount..... 494,831
    e Remaining amount distributed out of corpus 50,715
    5 Excess distributions carryover applied to 2018. 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 5 774,206
    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 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		78,000
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		696,206
    10 Analysis of line 9:
    a Excess from 2014.... 298,817
    b Excess from 2015.... 182,734
    c Excess from 2016.... 152,842
    d Excess from 2017.... 11,098
    e Excess from 2018.... 50,715
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 2018, 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) 2018 (b) 2017 (c) 2016 (d) 2015
             
    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 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 (2018)
    Form 990-PF (2018)
    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
    NAOAGA
    8406 CLOVERPORT DR
    LOUISVILLE,KY40228     		  PC GRANT 1,000
    NATIONAL FOUNDATION FOR CANCER RESEARCH
    5515 SECURITY LN 1105
    ROCKVILLE,MD20852     		  PC GRANT 475
    ST JOSEPHS UNIVERSITY
    5600 CITY AVE
    PHILADELPHIA,PA19131     		  PC GRANT 1,250
    HAMILTON COLLEGE
    198 COLLEGE HILL RD
    CLINTON,NY13323     		  PC GRANT 1,250
    MARIST COLLEGE
    3399 NORTH RD
    POUGHKEEPSIE,NY12601     		  PC GRANT 1,250
    LONG ISLAND UNIV POST
    1 UNIVERSITY PLAZA
    BROOKLYN,NY11201     		  PC GRANT 1,250
    MERCY COLLEGE
    1200 WATERS PL
    THE BRONX,NY10461     		  PC GRANT 1,250
    NATIONAL DOWN SYNDROME SOCIETY
    8 E 41ST ST 8TH FLOOR
    NEW YORK,NY10017     		  PC GRANT 25
    MONMOUTH COUNTY GENEALOGY SOCIETY
    PO BOX 5
    LINCROFT,NJ07738     		  PC GRANT 250
    HOUSING DEVELOPMENT FUND
    100 PROSPECT STREET SUITE 100
    STAMFORD,CT06901     		  PC INVESTOR SPONSOR - BENEFIT BREAKFAST 1,750
    NEAR & FAR AIDS
    PO BOX 717
    SOUTHPORT,CT06890     		  PC GRANT 1,775
    THE NEW CANAAN COMMUNITY YMCA
    564 SOUTH AVE
    NEW CANAAN,CT06840     		  PC GRANT 10,000
    UNITED WAY OF GREENWICH
    500 WEST PUTNAM AVENUE SUITE 415
    GREENWICH,CT06830     		  PC GRANT 10,000
    SAVE A SUIT INC
    137 GREENWOOD AVE 6
    BETHEL,CT06801     		  PC GRANT 500
    CENTER FOR FAMILIES & JUSTICE
    753 FAIRFIELD AVE
    BRIDGEPORT,CT06610     		  PC GRANT 12,575
    BRIDGEPORT HOSPITAL AUXILIARY INC
    267 GRANT ST
    BRIDGEPORT,CT06610     		  PC GRANT 2,500
    BRIDGEPORT NEIGHBORHOOD TRUST
    570 STATE STREET
    BRIDGEPORT,CT06604     		  PC EVENT SPONSORSHIP,PATH PLUS REFERRALS 1,000
    UNIVERSITY OF NEW HAVEN
    300 BOSTON POST RD
    WEST HAVEN,CT06516     		  PC GRANT 1,250
    NEIGHBORHOOD HOUSING SVCS OF NEW HAVEN
    333 SHERMAN AVENUE
    NEW HAVEN,CT06511     		  PC PATH PLUS REFERRALS 2,500
    WALLINGFORD PROJECT GRADUATION
    DEPARTMENT OF YOUTH SOCIAL SERVICES
    6 FAIRFIELD BOULEVARD
    WALLINGFORD,CT06492     		  PC GRANT 1,125
    PATRIOT GUARD RIDERS OF CT INC
    8 BRENDA LANE
    OLD SAYBROOK,CT06475     		  PC NEW ENGLAND CHILI COOKOFF 1,000
    CYSTIC FIBROSIS FOUNDATION
    306 INDUSTRIAL PARK RD
    MIDDLETOWN,CT06457     		  PC GRANT 1,500
    CONNECTICUT SPORTS MANAGEMENT GROUP
    975 MIDDLE STREET
    MIDDLETOWN,CT06457     		  PC FAMILY OF SPONSORS CONTRIBUTION 2,500
    PCRC
    30 ELIZABETH ST
    DERBY,CT06418     		  PC GRANT 250
    COLCHESTER POLICE UNION
    128 NORWICH AVE
    COLCHESTER,CT06415     		  PC GRANT 225
    UNIVERSITY OF CONNECTICUT
    2075 HILLSIDE RD
    STORRS,CT06269     		  PC GRANT 1,250
    UNIV OF CONNECTICUT
    2075 HILLSIDE RD
    STORRS,CT06269     		  PC GRANT 1,250
    UCONN
    2075 HILLSIDE RD
    STORRS,CT06269     		  PC GRANT 1,250
    UCONN
    2075 HILLSIDE RD
    STORRS,CT06269     		  PC GRANT 1,250
    TOWN OF COVENTRY
    1712 MAIN STREET
    COVENTRY,CT06238     		  PC COMMUNITY CONCERT SERIES 1,000
    CT VETERANS DAY PATRIOT RACE
    PO BOX 262
    COVENTRY,CT06238     		  PC PATRIOTS DAY RACE 550
    COVENTRY YOUTH BASEBALL ASSOCIATION INC
    PO BOX 516
    COVENTRY,CT06238     		  PC SAFETY FENCING AND FIELD IMPROVEMENTS 575
    WEST HARTFORD WOMEN'S CHORALE
    134 FLAGG RD
    WEST HARTFORD,CT06229     		  PC GRANT 500
    ROTARY CLUB OF WEST HARTFORD
    PO BOX 270252
    WEST HARTFORD,CT06229     		  PC GRANT 1,000
    RON FOLEY FOUNDATION
    1000 FARMINGTON AVE 108A
    WEST HARTFORD,CT06229     		  PC GRANT 2,500
    REAL ESTATE AGENTS RECYCLE INC
    57 BISHOP ROAD
    WEST HARTFORD,CT06229     		  PC FUNDING FOR DONATION PROJECTS 10,000
    EASTERN CT ST UNIV
    83 WINDHAM ST
    WILLIMANTIC,CT06226     		  PC GRANT 1,250
    AUTISM FAMILIES CONNECTICUT
    POST OFFICE BOX 370162
    WEST HARTFORD,CT06137     		  PC A SPARKLING CELEBRATION 1,775
    INTERVAL HOUSE
    POST OFFICE BOX 340207
    HARTFORD,CT06134     		  PC STEP UP, STEP OUT! SIGNATURE SPONSOR 10,425
    GREATER HARTFORD ARTS COUNCIL
    45 PRATT STREET
    HARTFORD,CT06123     		  PC BIG RED FOR THE ARTS SPONSORSHIP 10,050
    GOODWIN COLLEGE FOUNDATION
    ONE RIVERSIDE DRIVE
    EAST HARTFORD,CT06118     		  PC GRANT 2,500
    CONNECTICUT HUMANE SOCIETY
    701 RUSSELL RD
    NEWINGTON,CT06111     		  PC GRANT 25
    COLGATE UNIVERSITY
    684 FLATBUSH AVE
    WEST HARTFORD,CT06110     		  PC 2ND INSTALLMENT 2018 ACADEMIC SCHOLARSHIP 1,250
    GREATER HARTFORD HOST LIONS CLUB
    102 LASALLE ROAD
    WEST HARTFORD,CT06107     		  PC BREAKFAST SPONSOR 1,025
    CFM FOUNDATION
    PO BOX 270618
    WEST HARTFORD,CT06107     		  PC GRANT 5,000
    BIKE WEST HARTFORD
    68 SOUTH MAIN STREET
    WEST HARTFORD,CT06107     		  PC CENTER STREETS 2018 300
    AURORA WOMEN & GIRLS FOUNDATION
    80 SOUTH MAIN STREET
    WEST HARTFORD,CT06107     		  PC SIGNATURE BREAKFAST SPONSOR 5,025
    UNIV OF ST JOSEPH
    22 KIBBE ST
    HARTFORD,CT06106     		  PC 2ND INSTALLMENT 2018 ACADEMIC SCHOLARSHIP 1,250
    UNITED WAY OF CENTRAL AND NORTHEASTERN CT
    30 LAUREL STREET
    HARTFORD,CT06106     		  PC FINANCIAL LITERACY KITS DONATION 825
    RIVERFRONT RECAPTURE
    50 COLUMBUS BOULEVARD
    HARTFORD,CT06106     		  PC THE BIG MO' 3,175
    JORDAN MATTHEW PORCO MEMORIAL FOUNDATION
    225 ASYLUM ST
    HARTFORD,CT06106     		  PC GRANT 25
    INTERNATIONAL HARTFORD LTD
    151 NEW PARK AVENUE SUITE 5A
    HARTFORD,CT06106     		  PC ONE WORLD MARKET BUSINESS INCUBATOR PROGRAM 2,000
    HARTFORD SYMPHONY ORCHESTRA
    166 CAPITOL AVE
    HARTFORD,CT06106     		  PC BRAVO! GALA SPONSORSHIP 20,075
    HARTFORD PROMISE
    750 MAIN STREET
    HARTFORD,CT06106     		  PC GRANT 25
    HARTFORD PARENT UNIVERSITY
    330 MARKET ST
    HARTFORD,CT06106     		  PC GRANT 1,000
    HARTFORD COMMUNITY LOAN FUND
    215 GARDEN ST
    HARTFORD,CT06106     		  PC GRANT 1,500
    GRACE ACADEMY INC
    277 MAIN STREET
    HARTFORD,CT06106     		  PC THE POWER OF GRACE CUM LAUDE SPONSORSHIP 1,050
    BUSHNELL
    166 CAPITOL AVENUE
    HARTFORD,CT06106     		  PC PRODUCER LEVEL SPONSORSHIP 14,050
    URBAN LEAGUE OF GREATER HARTFORD
    140 WOODLAND STREET
    HARTFORD,CT06105     		  PC PATH PLUS, PATH PLUS REFERRAL, EQUAL OPPORTUNITY DAY DINNER 7,000
    JUNIOR ACHIEVEMENT
    70 FARMINGTON AVE
    HARTFORD,CT06105     		    GRANT 15,000
    COVENANT PREPARATORY SCHOOL INC
    185 BROAD STREET
    HARTFORD,CT06105     		  PC SPRING ANNUAL FUND 10,000
    CHRYSALIS CENTER INC
    255 HOMESTEAD AVE
    HARTFORD,CT06105     		  PC GRANT 5,050
    CATHOLIC CHARITIES HARTFORD
    ARCHDIOCESE OF HARTFORD
    HARTFORD,CT06105     		  PC FINANCIAL LITERACY PROGRAMMING AT ASYLUM HILL FAMILY CENTER 35,200
    BUSHNELL PARK FOUNDATION
    99 TRINITY ST
    HARTFORD,CT06105     		  PC GRANT 550
    BOYS & GIRLS CLUB OF HARTFORD
    170 SIGOURNEY STREET
    HARTFORD,CT06105     		  PC POWER HOUR: MAKING MINUTES COUNT PROGRAM 5,375
    YMCA OF METROPOLITAN HARTFORD
    50 STATE HOUSE SQUARE
    HARTFORD,CT06103     		  PC GRANT 25,550
    VARIOUS COLLEGES
    225 ASYLUM ST
    HARTFORD,CT06103     		  PC 2018 ACADEMIC SCHOLARSHIP 20,000
    TRINITY ACADEMY HARTFORD
    53 VERNON ST
    HARTFORD,CT06103     		  PC GRANT 10,050
    THE VILLAGE FOR FAMILIES & CHILDREN
    331 WETHERSFIELD AVE
    HARTFORD,CT06103     		  PC GRANT 1,600
    THE IQUILT PARTNERSHIP
    31 PRATT STREET
    HARTFORD,CT06103     		  PC WINTERFEST HARTFORD 30,000
    MYLENOMA INSTITUTE
    225 ASYLUM ST
    HARTFORD,CT06103     		  PC GRANT 300
    GREATER HARTFORD CHAM COMM FOUNDATION
    31 PRATT ST
    HARTFORD,CT06103     		  PC HYPE TONS OF TOYS SHOPPING SPREE 500
    EAST HARTFORD YMCA
    KAREN LAJOIE
    HARTFORD,CT06103     		  PC WINE TASTING EVENT SPONSORSHIP 625
    CONNECTICUT SCIENCE CENTER
    250 COLUMBUS BOULEVARD
    HARTFORD,CT06103     		  PC VACATION CAMP 10,150
    MASTER'S SCHOOL
    SONYA ALLEN
    WEST SIMSBURY,CT06092     		  PC GALA SPONSOR 6,685
    LOGAN'S FOUNDATION FOR CHILDHOOD CANCER
    PO BOX 411
    WEST SIMSBURY,CT06092     		  PC GRANT 35,000
    CONNECTICUT ELECTRIC RAILWAY ASSOCIATION
    9606 58 N RD
    EAST WINDSOR,CT06088     		  PC GRANT 2,500
    ASNUNTUCK COMMUNITY
    29 WINKLER RD
    EAST WINDSOR,CT06088     		  PC 2018 ACADEMIC SCHOLARSHIP 1,250
    TOLLAND LIONS CLUB
    POST OFFICE BOX 2020
    TOLLAND,CT06084     		  PC SPIRIT OF SPRING, BASEBALL FIELD BANNER 250
    TOLLAND EDUCATION FOUNDATION
    58 HARTFORD TURNPIKE
    TOLLAND,CT06084     		  PC GRANT 275
    CIDER MILL ROAD RACE
    120 CIDER MILL RD
    TOLLAND,CT06084     		  PC GRANT 275
    NETWORK AGAINST DOMESTIC ABUSE
    139 HAZARD AVENUE
    ENFIELD,CT06082     		  PC COMMUNITY YOUTH EDUCATION PROGRAM 5,825
    ENFIELD LOAVES & FISHES INC
    28 PROSPECT ST
    ENFIELD,CT06082     		  PC GRANT 675
    ENFIELD FOURTH OF JULY TOWN CELEBRATION
    POST OFFICE BOX 3203
    ENFIELD,CT06082     		  PC 4TH OF JULY CELEBRATION 2,500
    EDUCATIONAL RESOURCES FOR CHILDREN INC
    174 S RD SUITE 200
    ENFIELD,CT06082     		  PC GRANT 1,075
    ASNUNTUCK COMMUNITY COLLEGE FOUNDATION
    MARTHA MCLEOD
    ENFIELD,CT06082     		  PC PRESIDENTIAL SPONSOR - MURDER MYSTERY DINNER 33,575
    UNIV OF CONNECTICUT
    14 KINGFISHER LANE
    SUFFIELD,CT06078     		  PC 2ND INSTALLMENT 2018 ACADEMIC SCHOLARSHIP 1,250
    SUFFIELD PLAYERS
    1305 MAPLETON AVE
    SUFFIELD,CT06078     		  PC GRANT 250
    CT YANKEE COUNCIL BOY SCOUTS OF AMERICA
    1170 BUCKLEY HWY
    UNION,CT06076     		  PC GRANT 500
    WOOD MEMORIAL LIBRARY
    783 MAIN ST
    SOUTH WINDSOR,CT06074     		  PC GRANT 2,500
    UNIV OF NEW HAMPSHIRE
    30 COPPER RIDGE RD
    SOUTH WINDSOR,CT06074     		  PC UNITED BANK FAMILY SCHOLARSHIP 1,250
    TOWN OF SOUTH WINDSOR RECREATION DEPT
    CHERYL GERBER
    SOUTH WINDSOR,CT06074     		  PC SUMMER CONCERT SERIES SPONSOR 2,000
    SOUTH WINDSOR JAYCEES FOUNDATION INC
    PAUL PETRILLO
    SOUTH WINDSOR,CT06074     		  PC WAPPING FAIR 325
    PROVIDENCE COLLEGE
    166 NATISKY FARM RD
    SOUTH WINDSOR,CT06074     		  PC 2ND INSTALLMENT 2018 ACADEMIC SCHOLARSHIP 1,250
    UNIV OF NOTRE DAME
    29 AVERY RD
    SOMERS,CT06071     		  PC 2ND INSTALLMENT 2018 ACADEMIC SCHOLARSHIP 1,250
    UNION AGRICULTURAL SOCIETY INC
    190 S RD
    SOMERS,CT06071     		  PC GRANT 500
    SOMERS YOUTH SOFTBALL
    PO BOX 591
    SOMERS,CT06071     		  PC GRANT 300
    SAM'S CHILDREN INC
    CHUCK DIFAZIO
    ROCKY HILL,CT06067     		  PC FUNDRAISING DINNER EVENT 2,875
    HBRA CHARITABLE FOUNDATION
    2189 SILAS DEANE HWY 8
    ROCKY HILL,CT06067     		  PC GRANT 500
    HANNAH FAULKNER & WAKE FOREST UNIVERSITY
    27 MURPHY DR
    ROCKY HILL,CT06067     		  PC 2ND INSTALLMENT 2018 ACADEMIC SCHOLARSHIP 1,250
    VERNON TEEN CENTER
    375 HARTFORD TURNPIKE
    VERNON,CT06066     		  PC GRANT 375
    VERNON COMMUNITY ARTS CENTER
    JOAN SONNANBURG
    VERNON,CT06066     		  PC VERNON PUBLIC SCHOOLS ART EXHIBIT 525
    UNIV OF CONNECTICUT
    96 HANSEN DR
    VERNON,CT06066     		  PC 2ND INSTALLMENT 2018 ACADEMIC SCHOLARSHIP 1,250
    TOWN OF VERNON
    14 PARK PL
    VERNON,CT06066     		  PC GRANT 2,500
    STRONG FAMILY FARM INC
    274 WEST STREET
    VERNON,CT06066     		  PC GRANT 250
    ROCKVILLE HIGH SCHOOL PROJECT GRADUATION
    70 LOVELAND HILL ROAD
    VERNON,CT06066     		  PC GRANT 300
    ROCKVILLE HIGH SCHOOL
    70 LOVELAND HILL ROAD
    VERNON,CT06066     		  PC ROCK'N ROBOTICS 1,400
    HOCKANUM VALLEY COMMUNITY COUNCIL
    29 NAEK ROAD
    VERNON,CT06066     		  PC CORPORATE SPONSOR 2018, GIFT IN HONOR OF DAVID ENGELSON, MATCHING GRANT FOR ROSEMARIE PAPA 10,425
    CORNERSTONE FOUNDATION INC
    HELEN SYRIAC
    ROCKVILLE,CT06066     		  PC SUPPORT OF THE FOOD CUPBOARD 1,375
    HOLE IN THE WALL COMPANY
    116 MAIN ST PO BOX 942
    NEW BRITAIN,CT06051     		  PC GRANT 1,800
    TOLLAND FUND
    PO BOX 3875
    MANCHESTER,CT06045     		  PC GRANT 2,000
    MANCHESTER COMMUNITY COLLEGE FOUNDATION
    GREAT PATH
    MANCHESTER,CT06045     		  PC GRANT 40,075
    MARC INC OF MANCHESTER
    151 SHELDON RD
    MANCHESTER,CT06042     		    GRANT 16,666
    CREATIVE LIVING COMMUNITY OF CT INC
    60 CHURCH ST
    MANCHESTER,CT06040     		  PC GRANT 25
    BERLIN POST 68 LEGION BASEBALL
    154 PORTERS PASS
    KENSINGTON,CT06037     		  PC GRANT 525
    TOWN OF GRANBY
    ATTN LAUREN STUCK
    GRANBY,CT06035     		  PC OPEN FARM DAY 250
    MARCH OF DIMES
    500 WINDING BROOK DR
    GLASTONBURY,CT06033     		  PC GRANT 250
    HARTFORD MARATHON FOUNDATION
    41 SEQUIN DRIVE
    GLASTONBURY,CT06033     		  PC GRANT 30,125
    FOGRI
    252 WELLES STREET
    GLASTONBURY,CT06033     		  PC GRANT 500
    CONGREGATION KOL HAVERIM
    1079 HEBRON AVE
    GLASTONBURY,CT06033     		  PC FESTIVAL OF PURIM 525
    TUNXIS COMMUNITY COLLEGE FOUNDATION
    ATTN HELEN SNEED
    FARMINGTON,CT06032     		  PC ECONOMIC CONFERENCE BREAKFAST - $5500 FDTN, $5500 BANK 7,500
    TUNXIS COMM COL
    271 SCOTT SWAMP RD
    FARMINGTON,CT06032     		  PC GRANT 1,250
    JUVENILE DIABETES RESEARCH FOUNDATION
    20 BATTERSON PARK RD 302
    FARMINGTON,CT06032     		  PC GRANT 10,000
    UNIVERSITY OF MASS
    34 HIGHLAND AVE
    ELLINGTON,CT06029     		  PC 2ND INSTALLMENT 2018 ACADEMIC SCHOLARSHIP 1,250
    ELLINGTON RIDGE COUNTRY CLUB
    56 ABBOTT RD
    ELLINGTON,CT06029     		  PC GRANT 2,042
    ELLINGTON LITTLE LEAGUE
    PO BOX 274
    ELLINGTON,CT06029     		  PC GRANT 200
    ELLINGTON FARMERS MARKET
    C/O DIANNE TRUEB
    ELLINGTON,CT06029     		  PC DONATION 325
    BOYS & GIRLS CLUB & FAMILY CENTER BRISTOL
    47 UPSON ST
    BRISTOL,CT06010     		  PC GRANT 5,900
    LEA'S FOUNDATION FOR LEUKEMIA RESEARCH
    522 H COTTAGE GROVE ROAD
    BLOOMFIELD,CT06002     		  PC 23RD ANNUAL VALENTINE'S BALL SPONSOR 2,600
    FOOD SHARE
    ATT AL MARINO
    BLOOMFIELD,CT06002     		  PC TURKEY PURCHASES FOR EMPLOYEE MEETING, EMPTY BOWLS EVENT 950
    ROTARY CLUB OF COLCHESTER FOUNDATION
    PO BOX 82
    COLCHESTER,VT05446     		  PC GRANT 1,050
    UNIV OF NEW HAMPSHIRE
    105 MAIN ST
    DURHAM,NH03824     		  PC GRANT 2,500
    CAPITAL FOR CHANGE
    171 ORANGE STREET
    NEW HAVEN,CT03111     		  PC SECOND ANNIVERSARY PARTY 2018 SPONSOR 500
    BRYANT UNIVERSITY
    1150 DOUGLAS PIKE
    SMITHFIELD,RI02917     		  PC 2ND INSTALLMENT 2018 ACADEMIC SCHOLARSHIP 1,250
    BABSON COLLEGE
    231 FOREST ST
    BABSON PARK,MA02457     		  PC GRANT 1,250
    BENTLEY UNIVERTSITY
    175 FOREST ST
    WALTHAM,MA02452     		  PC GRANT 1,250
    BENTLEY UNIVERSITY
    175 FOREST ST
    WALTHAM,MA02452     		  PC GRANT 1,250
    BENTLEY UNIVERSITY
    175 FOREST ST
    WALTHAM,MA02452     		  PC GRANT 1,250
    DANA-FARBER CANCER INSTITUTE
    450 BROOKLINE AVE
    BOSTON,MA02215     		  PC GRANT 250
    ASSUMPTION COLLEGE
    500 SALISBURY ST
    WORCESTER,MA01609     		  PC GRANT 1,250
    WAY FINDERS
    322 MAIN ST
    SPRINGFIELD,MA01105     		  PC GRANT 1,000
    SMITH COLLEGE
    100 ELM ST
    NORTHAMPTON,MA01063     		  PC GRANT 1,250
    UMASS AMHERST
    1 CAMPUS CENTER WAY
    AMHERST,MA01003     		  PC GRANT 1,250
    Total .................................bullet 3a 604,468
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    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....     14 332,515  
    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 ............     		    14 66,469  
    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).. 0 398,984 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    398,984
    (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 (2018)
    Form 990-PF (2018)
    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 (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 AccountingFeesSchedule
    Name:
    UNITED BANK FOUNDATION CONNECTICUT INC
    EIN:
    20-3000295
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 10,000 5,000   5,000

    TY 2018 InvestmentsOtherSchedule2
    Name:
    UNITED BANK FOUNDATION CONNECTICUT INC
    EIN:
    20-3000295
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    CORPORATE STOCK AT COST 9,283,281 9,283,281

    TY 2018 OtherDecreasesSchedule
    Name:
    UNITED BANK FOUNDATION CONNECTICUT INC
    EIN:
    20-3000295
    Description Amount
    UNREALIZED LOSS 1,526,927


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    UNITED BANK FOUNDATION CONNECTICUT INC
    EIN:
    20-3000295
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CONSULTING 23,173 23,173   0
    PERSONNEL SERVICE COSTS 17,744 0   17,744


    TY 2018 TaxesSchedule
    Name:
    UNITED BANK FOUNDATION CONNECTICUT INC
    EIN:
    20-3000295
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE 7,416 0   0