-
TIN:
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0052
20
19
Open to Public Inspection
For calendar year 2019, or tax year beginning
01-01-2019
, and ending
12-31-2019
Name of foundation
THE EMILY HALL TREMAINE FOUNDATION INC
Number and street (or P.O. box number if mail is not delivered to street address)
171 ORANGE STREET
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW HAVEN
,
CT
065103153
A Employer identification number
22-2533743
B
Telephone number (see instructions)
(203) 639-5547
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
89,759,458
J
Accounting method:
Cash
Accrual
Other (specify)
(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)
1
Contributions, gifts, grants, etc., received (attach schedule)
2
Check
.............
3
Interest on savings and temporary cash investments
114
114
4
Dividends and interest from securities
...
505,063
3,481,406
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
2,195,344
b
Gross sales price for all assets on line 6a
7
Capital gain net income (from Part IV, line 2)
...
2,116,015
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)
.......
3,507
835,212
12
Total.
Add lines 1 through 11
........
2,704,028
6,432,747
13
Compensation of officers, directors, trustees, etc.
211,313
0
211,313
14
Other employee salaries and wages
......
243,485
0
243,485
15
Pension plans, employee benefits
.......
141,676
0
141,676
16a
Legal fees (attach schedule)
.........
b
Accounting fees (attach schedule)
.......
19,900
0
19,900
c
Other professional fees (attach schedule)
....
17
Interest
...............
548
18
Taxes (attach schedule) (see instructions)
...
56,886
35,839
0
19
Depreciation (attach schedule) and depletion
...
23,360
0
20
Occupancy
..............
37,415
0
37,415
21
Travel, conferences, and meetings
.......
145,613
0
145,613
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
1,094,063
716,811
508,943
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
1,973,711
753,198
1,308,345
25
Contributions, gifts, grants paid
.......
2,736,592
2,736,592
26
Total expenses and disbursements.
Add lines 24 and 25
4,710,303
753,198
4,044,937
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-2,006,275
b
Net investment income
(if negative, enter -0-)
5,679,549
c
Adjusted net income
(if negative, enter -0-)
...
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
1
Cash—non-interest-bearing
.............
16,209
16,209
2
Savings and temporary cash investments
.........
16,274
81,757
81,757
3
Accounts receivable
Less: allowance for doubtful accounts
4
Pledges receivable
Less: allowance for doubtful accounts
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)
Less: allowance for doubtful accounts
8
Inventories for sale or use
..............
9
Prepaid expenses and deferred charges
..........
36,493
49,607
49,607
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
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
74,595,060
72,510,347
89,551,555
14
Land, buildings, and equipment: basis
358,960
Less: accumulated depreciation (attach schedule)
314,172
68,148
44,788
44,788
15
Other assets (describe
)
8,550
15,542
15,542
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
74,724,525
72,718,250
89,759,458
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
)
23
Total liabilities
(add lines 17 through 22)
.........
0
0
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
74,724,525
72,718,250
25
Net assets with donor restrictions
............
Foundations that do not follow FASB ASC 958, check here
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)
.....
74,724,525
72,718,250
30
Total liabilities and net assets/fund balances
(see instructions)
.
74,724,525
72,718,250
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
74,724,525
2
Enter amount from Part I, line 27a
.....................
2
-2,006,275
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3
..........................
4
72,718,250
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
72,718,250
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.)
1 a
EHTF, LP
P
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
2,116,015
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
2,116,015
b
c
d
e
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
2,116,015
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
...................
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?
Yes
No
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
3,894,973
85,077,960
0.045781
2017
3,487,290
82,742,785
0.042146
2016
3,233,294
76,981,547
0.042001
2015
3,896,096
82,554,217
0.047194
2014
3,656,679
85,789,043
0.042624
2
Total
of line 1, column (d)
.....................
2
0.219746
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
0.043949
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
84,852,077
5
Multiply line 4 by line 3
......................
5
3,729,164
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
56,795
7
Add lines 5 and 6
........................
7
3,785,959
8
Enter qualifying distributions from Part XII, line 4
,.............
8
4,044,937
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
and enter “N/A" on line 1.
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
56,795
here
and 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
56,795
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
56,795
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
106,402
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
0
d
Backup withholding erroneously withheld
...........
6d
0
7
Total credits and payments. Add lines 6a through 6d
..............
7
106,402
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
0
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
49,607
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
49,607
Refunded
11
0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign?
....................
1a
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition)
.................................
1b
No
If the answer is "Yes" to
1a
or
1b,
attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file
Form 1120-POL
for this year?
.....................
1c
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1)
On the foundation.
$
0
(2)
On foundation managers.
$
0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?
.......
2
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments?
If "Yes," attach a conformed copy of the changes
....
3
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?
........
4a
No
b
If "Yes," has it filed a tax return on
Form 990-T
for this year?
...................
4b
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?
.........
5
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
By language in the governing instrument, or
By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument?
................
6
Yes
7
Did the foundation have at least $5,000 in assets at any time during the year?
If "Yes," complete Part II, col. (c),
and Part XV.
.................................
7
Yes
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
CT
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
Yes
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 address
WWW.TREMAINEFOUNDATION.ORG
14
The books are in care of
MICHELLE KNAPIK PRESIDENT
Telephone no.
(203) 639-5544
Located at
171 ORANGE STREET
NEW HAVEN
CT
ZIP+4
065103153
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over
Yes
No
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
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?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(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)?
...............
Yes
No
(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.)
.......
Yes
No
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
No
Organizations relying on a current notice regarding disaster assistance check here
........
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
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 2019, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2019?
.............
Yes
No
If "Yes," list the years
20
,
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.
20
,
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?
......................
Yes
No
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))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
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
Organizations relying on a current notice regarding disaster assistance check here
.........
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?
..........
Yes
No
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?
.....................
Yes
No
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?
Yes
No
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?
.................
Yes
No
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
LAUREN COLLINS
DIRECTOR, CHAIR
3.00
0
0
0
171 ORANGE STREET
NEW HAVEN
,
CT
065103153
PALMER DEPETRO
DIRECTOR, SECRETARY
3.00
0
0
0
171 ORANGE STREET
NEW HAVEN
,
CT
065103153
HUNTER C TREMAINE
DIRECTOR, TREASURER
3.00
0
0
0
171 ORANGE STREET
NEW HAVEN
,
CT
065103153
PORTER COLLINS
DIRECTOR
3.00
0
0
0
171 ORANGE STREET
NEW HAVEN
,
CT
065103153
CLEIGHTON DEPETRO
DIRECTOR
3.00
0
0
0
171 ORANGE STREET
NEW HAVEN
,
CT
065103153
MARILYN S DEPETRO
DIRECTOR
3.00
0
0
0
171 ORANGE STREET
NEW HAVEN
,
CT
065103153
WHITNEY T O'BRIEN
DIRECTOR
3.00
0
0
0
171 ORANGE STREET
NEW HAVEN
,
CT
065103153
WILLIAM O'BRIEN
DIRECTOR
3.00
0
0
0
171 ORANGE STREET
NEW HAVEN
,
CT
065103153
JANET T STANLEY
DIRECTOR
3.00
0
0
0
171 ORANGE STREET
NEW HAVEN
,
CT
065103153
MACKENZIE STANLEY
DIRECTOR
3.00
0
0
0
171 ORANGE STREET
NEW HAVEN
,
CT
065103153
JOHN MCGEAN TREMAINE JR
DIRECTOR
3.00
0
0
0
171 ORANGE STREET
NEW HAVEN
,
CT
065103153
PAGE TREMAINE
DIRECTOR
3.00
0
0
0
171 ORANGE STREET
NEW HAVEN
,
CT
065103153
SARAH C TREMAINE
DIRECTOR
3.00
0
0
0
171 ORANGE STREET
NEW HAVEN
,
CT
065103153
EMILY WICK
DIRECTOR
3.00
0
0
0
171 ORANGE STREET
NEW HAVEN
,
CT
065103153
ATWOOD COLLINS III
DIRECTOR EMERITUS
3.00
0
0
0
171 ORANGE STREET
NEW HAVEN
,
CT
065103153
PETER STANLEY
DIRECTOR EMERITUS
3.00
0
0
0
171 ORANGE STREET
NEW HAVEN
,
CT
065103153
BURTON G TREMAINE III
DIRECTOR EMERITUS
3.00
0
0
0
171 ORANGE STREET
NEW HAVEN
,
CT
065103153
JOHN MCGEAN TREMAINE
DIRECTOR EMERITUS
3.00
0
0
0
171 ORANGE STREET
NEW HAVEN
,
CT
065103153
MICHELLE KNAPIK
PRESIDENT
40.00
211,313
47,891
0
171 ORANGE STREET
NEW HAVEN
,
CT
065103153
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
HEATHER PONTONIO
SENIOR PROGRAM DIREC
40.00
93,500
31,845
0
171 ORANGE STREET
NEW HAVEN
,
CT
065103153
ALEXIS BIVENS
PROGRAM DIRECTOR
40.00
85,917
17,876
0
171 ORANGE STREET
NEW HAVEN
,
CT
065103153
RENIE BESAW
ACCOUNTING MANAGER
20.00
64,068
8,009
0
171 ORANGE STREET
NEW HAVEN
,
CT
065103153
Total
number of other employees paid over $50,000
...................
0
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
.............
0
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
.........................
0
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
85,601,148
b
Average of monthly cash balances
.......................
1b
543,093
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
86,144,241
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
86,144,241
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
1,292,164
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
84,852,077
6
Minimum investment return.
Enter 5% of line 5
..................
6
4,242,604
Part XI
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part X, line 6
....................
1
4,242,604
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
56,795
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
56,795
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
4,185,809
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
4,185,809
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
4,185,809
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
4,044,937
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
4,044,937
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
56,795
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
3,988,142
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
4,185,809
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
3,239,997
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
b
From 2015
......
c
From 2016
......
d
From 2017
......
e
From 2018
......
f
Total
of lines 3a through e
........
0
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
4,044,937
a
Applied to 2018, but not more than line 2a
3,239,997
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 2019 distributable amount
.....
804,940
e
Remaining amount distributed out of corpus
0
5
Excess distributions carryover applied to 2019.
0
0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
0
b
Prior years’ undistributed income. Subtract
line 4b from line 2b
..........
0
c
Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed
......
0
d
Subtract line 6c from line 6b. Taxable amount
—see instructions
...........
0
e
Undistributed income for 2018. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
0
f
Undistributed income for 2019. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2020
..........
3,380,869
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 2014 not
applied on line 5 or line 7 (see instructions)
...
0
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
0
10
Analysis of line 9:
a
Excess from 2015
....
b
Excess from 2016
....
c
Excess from 2017
....
d
Excess from 2018
....
e
Excess from 2019
....
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
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
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.)
1
Information Regarding Foundation Managers:
a
List 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).)
b
List 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.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or email address of the person to whom applications should be addressed:
b
The form in which applications should be submitted and information and materials they should include:
c
Any submission deadlines:
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
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)
a
Paid during the year
A BLADE OF GRASS
81 PROSPECT STREET
BROOKLYN
,
NY
11201
N/A
PC
GENERAL OPERATIONS
10,000
AAMC FOUNDATION
174 EAST 80TH STREET
NEW YORK
,
NY
10075
N/A
PC
GENERAL OPERATIONS
50,000
AIM ACADEMY
1200 RIVER ROAD
CONSHOHOCKEN
,
PA
19428
N/A
PC
GENERAL OPERATIONS
239,500
AIR INSTITUTE OF BEREA COLLEGE
100 DIXIE COURT CPO 2179
BEREA
,
KY
40404
N/A
PC
GENERAL OPERATIONS
60,000
AMERICAN LEADERSHIP FORUM TACOMA-PIERCE
1119 PACIFIC AVENUE SUITE 801
TACOMA
,
WA
98402
N/A
PC
GENERAL OPERATIONS
2,500
AMERICAN SUSTAINABLE BUSINESS INSTITUTE
1001 G STREET NW SUITE 400E
WASHINGTON
,
DC
20001
N/A
PC
GENERAL OPERATIONS
136,000
AMERICANS FOR THE ARTS
1000 VERMONT AVENUE NW SIXTH FLOOR
WASHINGTON
,
DC
20005
N/A
PC
GENERAL OPERATIONS
75,000
ANGELS AMONG US PET RESCUE INC
PO BOX 821
ALPHARETTA
,
GA
30009
N/A
PC
GENERAL OPERATIONS
2,500
ARIZONA COMMISSION ON THE ARTS
417 W ROOSEVELT ROAD
PHOENIX
,
AZ
85003
N/A
PC
GENERAL OPERATIONS
40,000
ARTISTS ASSOCIATION OF NANTUCKET
PO BOX 1104
NANTUCKET
,
MA
02554
N/A
PC
GENERAL OPERATIONS
3,500
ARTS & BUSINESS COUNCIL OF GREATER BOSTON INC
15 CHANNEL CENTER STREET SUITE 103
BOSTON
,
MA
02210
N/A
PC
GENERAL OPERATIONS
21,750
ARTS CONNECTION
520 8TH AVENUE SUITE 321
NEW YORK
,
NY
10018
N/A
PC
GENERAL OPERATIONS
450
ASPETUCK LAND TRUST INC
PO BOX 444
WESTPORT
,
CT
06881
N/A
PC
GENERAL OPERATIONS
1,000
BABSON COLLEGE
231 FOREST STREET
WELLESLEY
,
MA
02457
N/A
PC
GENERAL OPERATIONS
10,000
BEDFORD 2020 COALITION
PO BOX 812
BEDFORD HILLS
,
NY
10507
N/A
PC
GENERAL OPERATIONS
1,000
BETHEL EDUCATION FOUNDATION
PO BOX 92
BETHEL
,
CT
06801
N/A
PC
GENERAL OPERATIONS
1,000
BOYS & GIRLS CLUB OF INDIAN RIVER COUNTY
1729 17TH AVENUE
VERO BEACH
,
FL
32960
N/A
PC
GENERAL OPERATIONS
1,000
BROOKLINE FOUNDATION INC
PO BOX 470652
BROOKLINE
,
MA
02146
N/A
PC
GENERAL OPERATIONS
5,000
BROWN UNIVERSITY
PO BOX 1925
PROVIDENCE
,
RI
02912
N/A
PC
GENERAL OPERATIONS
1,000
C4 ATLANTA INC
PO BOX 170319
ATLANTA
,
GA
30317
N/A
PC
GENERAL OPERATIONS
10,000
CAA (FORMERLY KNOWN AS COLLEGE ART ASSOCIATION)
50 BROADWAY 21ST FLOOR
NEW YORK
,
NY
10004
N/A
PC
GENERAL OPERATIONS
20,000
CHAGRIN VALLEY RECREATION CENTER
PO BOX 84
CHAGRIN FALLS
,
OH
44022
N/A
PC
GENERAL OPERATIONS
1,000
CHARLESTON ANIMAL SOCIETY
2455 REMOUNT ROAD
NORTH CHARLESTON
,
SC
29406
N/A
PC
GENERAL OPERATIONS
825
CHARLOTTESVILLE AREA COMMUNITY FOUNDATION
PO BOX 1767
CHARLOTTESVILLE
,
NC
22902
N/A
PC
GENERAL OPERATIONS
26,700
CHARLOTTESVILLE WALDORF SCHOOL
120 WALDORF SCHOOL ROAD
CHARLOTTESVILLE
,
VA
22901
N/A
PC
GENERAL OPERATIONS
500
CHASTAIN PARK ATHLETIC CLUB INC
PO BOX 11602
ATLANTA
,
GA
30355
N/A
PC
GENERAL OPERATIONS
20,200
CHAUTAUQUA INSTITUTION
PO BOX 28 1 AMES AVENUE
CHAUTAUQUA
,
NY
14722
N/A
PC
GENERAL OPERATIONS
5,000
CHILDREN'S HEALTHCARE OF ATLANTA FOUNDATION INC
3395 NE EXPRESSWAY SUITE 100
ATLANTA
,
GA
30341
N/A
PC
GENERAL OPERATIONS
47,000
CHILDREN'S HOSPITAL CORPORATION
300 LONGWOOD AVENUE
BOSTON
,
MA
02115
N/A
PC
GENERAL OPERATIONS
160,725
CITIZENS FOR A HEALTHY BAY
535 DOCK STREET SUITE 213
TACOMA
,
WA
98402
N/A
PC
GENERAL OPERATIONS
3,000
CLEAN WATER FUND
1224 MILL STREET BUILDING B SUITE
17
EAST BERLIN
,
CT
06023
N/A
PC
GENERAL OPERATIONS
20,000
CLEVELAND BOTANICAL GARDENS
11030 EAST BOULEVARD
CLEVELAND
,
OH
44106
N/A
PC
GENERAL OPERATIONS
1,000
CLEVELAND MUSEUM OF ART
11150 EAST BOULEVARD
CLEVELAND
,
OH
44106
N/A
PC
GENERAL OPERATIONS
1,000
COLCHESTER LAND TRUST INC
PO BOX 93
COLCHESTER
,
CT
06415
N/A
PC
GENERAL OPERATIONS
500
CONNECTICUT AUDUBON SOCIETY INC
2325 BURR STREET
FAIRFIELD
,
CT
06824
N/A
PC
GENERAL OPERATIONS
1,000
CONNECTICUT CHALLENGE INC
250 PEQUOT AVENUE
SOUTHPORT
,
CT
06890
N/A
PC
GENERAL OPERATIONS
12,500
CONNECTICUT PUBLIC BROADCASTING INC
1049 ASYLUM AVENUE
HARTFORD
,
CT
06105
N/A
PC
GENERAL OPERATIONS
50,000
CONNECTICUT ROUNDTABLE ON CLIMATE AND JOBS INC
14 TREMONT STREET
HARTFORD
,
CT
06105
N/A
PC
GENERAL OPERATIONS
40,000
CONNECT-US INC
855 MAIN STREET 10TH FLOOR
BRIDGEPORT
,
CT
06604
N/A
PC
GENERAL OPERATIONS
500
CREATIVE WACO
712 AUSTIN AVENUE
WACO
,
TX
76701
N/A
PC
GENERAL OPERATIONS
10,000
CTCORE-ORGANIZE NOW (FISCAL SPONSOR A BETTER WAY FOUNDATION)
PO BOX 8897
NEW HAVEN
,
CT
06532
N/A
PC
GENERAL OPERATIONS
40,000
DARIEN EMS POST 53 INC
PO BOX 2066
DARIEN
,
CT
06820
N/A
PC
GENERAL OPERATIONS
1,000
DARIEN LIBRARY INC
1441 POST ROAD
DARIEN
,
CT
06820
N/A
PC
GENERAL OPERATIONS
1,000
DATAHAVEN
129 CHURCH STREET SUITE 605
NEW HAVEN
,
CT
06510
N/A
PC
GENERAL OPERATIONS
15,000
DENISON UNIVERSITY
100 WEST COLLEGE STREET
GRANVILLE
,
OH
43023
N/A
PC
GENERAL OPERATIONS
10,000
EAGLEBROOK SCHOOL (ALLEN-CHASE FOUNDATION)
PO BOX 7
DEERFIELD
,
MA
01342
N/A
PC
GENERAL OPERATIONS
6,150
EDGE FOUNDATION
2017 FAIRVIEW AVENUE EAST SUITE I
SEATTLE
,
WA
98102
N/A
PC
GENERAL OPERATIONS
50,000
ETHEL WALKER SCHOOL INC
230 BUSHY HILL ROAD
SIMSBURY
,
CT
06070
N/A
PC
GENERAL OPERATIONS
36,200
EYE TO EYE INC
50 BROAD STREET SUITE 1702
NEW YORK
,
NY
10004
N/A
PC
GENERAL OPERATIONS
50,000
FAIRFIELD COUNTRY DAY SCHOOL
2970 BRONSON ROAD
FAIRFIELD
,
CT
06824
N/A
PC
GENERAL OPERATIONS
1,000
FAIRFIELD HISTORICAL SOCIETY INC
370 BEACH ROAD
FAIRFIELD
,
CT
06824
N/A
PC
GENERAL OPERATIONS
500
FAIRFIELD PUBLIC SCHOOL
1600 REDDING ROAD
FAIRFIELD
,
CT
06825
N/A
PC
GENERAL OPERATIONS
10,850
FAIRFIELD THEATRE COMPANY INC
70 SANFORD STREET
FAIRFIELD
,
CT
06824
N/A
PC
GENERAL OPERATIONS
5,000
FAY SCHOOL INC
48 MAIN STREET PO BOX 9106
SOUTHBOROUGH
,
MA
01772
N/A
PC
GENERAL OPERATIONS
2,500
FISHERS ISLAND COMMUNITY CENTER INC
PO BOX 464
FISHERS ISLAND
,
NY
06390
N/A
PC
GENERAL OPERATIONS
2,500
FISHERS ISLAND CONSERVANCY INC
PO BOX 553
FISHERS ISLAND
,
NY
06390
N/A
PC
GENERAL OPERATIONS
4,500
FISHERS ISLAND FIRE DEPARTMENT
PO BOX 123
FISHERS ISLAND
,
NY
06390
N/A
PC
GENERAL OPERATIONS
500
FISHERS ISLAND LIBRARY ASSOCIATION
PO BOX 366
FISHERS ISLAND
,
NY
06390
N/A
PC
GENERAL OPERATIONS
500
FISHERS ISLAND RECREATIONAL PATH FOUNDATION
PO BOX 619
FISHERS ISLAND
,
NY
06390
N/A
PC
GENERAL OPERATIONS
3,500
FORTERRA NW
901 5TH AVENUE SUITE 2200
SEATTLE
,
WA
98164
N/A
PC
GENERAL OPERATIONS
10,000
FOUNDATION FOR APPALACHIAN KENTUCKY INC
420 MAIN STREET
HAZARD
,
KY
41701
N/A
PC
GENERAL OPERATIONS
5,000
FOUNDATIONS IN EDUCATION
238 JEWETT AVENUE
BRIDGEPORT
,
CT
06606
N/A
PC
GENERAL OPERATIONS
5,000
FREE LIBRARY OF PHILADELPHIA FOUNDATION
1901 VINE STREET SUITE 111
PHILADELPHIA
,
PA
19103
N/A
PC
GENERAL OPERATIONS
35,000
FRIENDS OF MATERIALS FOR THE ARTS
33-00 NORTHERN BOULEVARD 3RD FLOOR
LONG ISLAND CITY
,
NY
11101
N/A
PC
GENERAL OPERATIONS
4,500
GRANTMAKERS IN THE ARTS
522 COURTLANDT AVENUE 1ST FLOOR
BRONX
,
NY
10451
N/A
PC
GENERAL OPERATIONS
5,000
GREAT PLAINS INSTITUTE (SUSTAINABLE STATES NETWORK)
2801 21ST AVENUE S SUITE 220
MINNEAPOLIS
,
MN
55407
N/A
PC
GENERAL OPERATIONS
80,000
GREENS FARMS ACADEMY
35 BEACHSIDE AVENUE PO BOX 998
GREEN FARMS
,
CT
06838
N/A
PC
GENERAL OPERATIONS
10,000
GREENTRIKE
1501 PACIFIC AVENUE SUITE 202
TACOMA
,
WA
98402
N/A
PC
GENERAL OPERATIONS
15,000
GROUNDWORK BRIDGEPORT
1001 MAIN STREET SUITE 20
BRIDGEPORT
,
CT
06604
N/A
PC
GENERAL OPERATIONS
40,000
HARBOR WILDWATCH
3110 JUDSON STREET PMB 99
GIG HARBOR
,
WA
98335
N/A
PC
GENERAL OPERATIONS
3,000
HARVARD GRADUATE SCHOOL OF EDUCATION
OFFICE OF THE RECORDING SECRETARY
124 MOUNT AUBURN STREET
CAMBRIDGE
,
MA
02138
N/A
PC
GENERAL OPERATIONS
1,000
HATHAWAY BROWN SCHOOL
196000 NORTH PARK BOULEVARD
SHAKER HEIGHTS
,
OH
44122
N/A
PC
GENERAL OPERATIONS
12,500
HAZARD INDEPENDENT COLLEGE FOUNDATION
1 COMMUNITY COLLEGE DRIVE
HAZARD
,
KY
41701
N/A
PC
GENERAL OPERATIONS
2,500
HENRY L FERGUSON MUSEUM
PO BOX 554
FISHERS ISLAND
,
NY
06390
N/A
PC
GENERAL OPERATIONS
1,000
HILLSIDE SCHOOL
404 ROBIN HILL ROAD
MARLBOROUGH
,
MA
01752
N/A
PC
GENERAL OPERATIONS
13,000
HORIZONS BRIDGEPORT
1057 BROAD STREET
BRIDGEPORT
,
CT
06604
N/A
PC
GENERAL OPERATIONS
2,825
HUMANE SOCIETY OF VERO BEACH FLA
PO BOX 644
VERO BEACH
,
FL
32961
N/A
PC
GENERAL OPERATIONS
1,000
IN OUR BACKYARDS INC
540 PRESIDENT STREET 3RD FLOOR
BROOKLYN
,
NY
11215
N/A
PC
GENERAL OPERATIONS
20,000
INDEPENDENT CURATORS INTERNATIONAL
401 BROADWAY SUITE 1620
NEW YORK
,
NY
10013
N/A
PC
GENERAL OPERATIONS
5,000
INDIAN RIVER COMMUNITY FOUNDATION INC
PO BOX 643968
VERO BEACH
,
FL
32964
N/A
PC
GENERAL OPERATIONS
5,000
INDIAN RIVER HOSPITAL FOUNDATION INC
1000 36TH STREET
VERO BEACH
,
FL
32960
N/A
PC
GENERAL OPERATIONS
1,000
INTERNATIONAL DOCUMENTARY ASSOCIATION
3470 WILSHIRE BOULEVARD
LOS ANGELES
,
CA
90010
N/A
PC
GENERAL OPERATIONS
50,000
I-SEEED
1330 BROADWAY SUITE 300
OAKLAND
,
CA
94612
N/A
PC
GENERAL OPERATIONS
20,000
ISLAND HEALTH PROJECT
PO BOX 344
FISHERS ISLAND
,
NY
06390
N/A
PC
GENERAL OPERATIONS
12,500
JACK LONDON IMPROVEMENT DISTRICT
333 BROADWAY
OAKLAND
,
CA
94607
N/A
PC
GENERAL OPERATIONS
25,000
JESSE LEWIS CHOOSE LOVE FOUNDATION
PO BOX 605
NEWTOWN
,
CT
06470
N/A
PC
GENERAL OPERATIONS
1,000
JUPITER MEDICAL CENTER FOUNDATION
1210 SOUTH OLD DIXIE HIGHWAY
BUILDING EAST 1002
JUPITER
,
FL
33458
N/A
PC
GENERAL OPERATIONS
2,000
KENEY PARK SUSTAINABILITY PROJECT INC
PO BOX 1924
HARTFORD
,
CT
06144
N/A
PC
GENERAL OPERATIONS
250
KENT SCHOOL CORPORATION
1 MACENDONIA ROAD PO BOX 2006
KENT
,
CT
06757
N/A
PC
GENERAL OPERATIONS
2,500
KEY PENINSULA CIVIC CENTER
PO BOX 82
VAUGHN
,
WA
98394
N/A
PC
GENERAL OPERATIONS
1,000
KEY PENINSULA PARKS AND RECREATION FOUNDATION
PO BOX 188
LAKEBAY
,
WA
98349
N/A
PC
GENERAL OPERATIONS
2,000
KINDERGARTEN READINESS COLLABORATIVE
1555 INDIAN RIVER BOULEVARD
VERO BEACH
,
FL
32960
N/A
PC
GENERAL OPERATIONS
40,000
KINDLING GROUP
4021 N BROADWAY STREET
CHICAGO
,
IL
60613
N/A
PC
GENERAL OPERATIONS
50,000
KNOX INC
75 LAUREL STREET
HARTFORD
,
CT
06106
N/A
PC
GENERAL OPERATIONS
250
LAND TRUST OF DARIEN
PO BOX 1074
DARIEN
,
CT
06820
N/A
PC
GENERAL OPERATIONS
2,000
LAXART
7000 SANTA MONICA BOULEVARD
WEST HOLLYWOOD
,
CA
90038
N/A
PC
GENERAL OPERATIONS
10,000
LITTLE BLACK DOG RESCUE INC
PO BOX 28
GREEN FARMS
,
CT
06838
N/A
PC
GENERAL OPERATIONS
500
LITTLE SISTERS FUND
PO BOX 909
HAILEY
,
ID
83333
N/A
PC
GENERAL OPERATIONS
11,250
LOOMIS INSTITUTE
4 BATCHELDER ROAD
WINDSOR
,
CT
06095
N/A
PC
GENERAL OPERATIONS
5,000
LOST TREE VILLAGE CHARITABLE FOUNDATION
8 CHURCH LANE
NORTH PALM BEACH
,
FL
33408
N/A
PC
GENERAL OPERATIONS
10,000
MACED (MOUNTAIN ASSOCIATION FOR COMMUNITY ECONOMIC DEVELOPMENT)
433 CHESTNUT STREET
BEREA
,
KY
40403
N/A
PC
GENERAL OPERATIONS
8,200
MADISON SQUARE PARK CONSERVANCY
11 MADISON AVENUE 15TH FLOOR
NEW YORK
,
NY
10010
N/A
PC
GENERAL OPERATIONS
3,000
METRO SQUASH NFP
6100 S COTTAGE GROVE AVENUE
CHICAGO
,
IL
60637
N/A
PC
GENERAL OPERATIONS
5,000
MIDDLEBURY COLLEGE
700 EXCHANGE STREET SUITE 214
MIDDLEBURY
,
VT
05753
N/A
PC
GENERAL OPERATIONS
2,500
MINORITY INCLUSION PROJECT
1131-O TOLLAND TURNPIKE SUITE 290
MANCHESTER
,
CT
06042
N/A
PC
GENERAL OPERATIONS
40,500
MISSOULA ART MUSEUM
335 NORTH PATTEE
MISSOULA
,
MT
59802
N/A
PC
GENERAL OPERATIONS
10,000
MULTIPLE MYELOMA RESEARCH FOUNDATION
383 MAIN AVENUE 5TH FLOOR
NORWALK
,
CT
06851
N/A
PC
GENERAL OPERATIONS
5,000
NANTUCKET CONSERVATION FOUNDATION INC
PO BOX 13 118 CLIFF ROAD
NANTUCKET
,
MA
02554
N/A
PC
GENERAL OPERATIONS
3,500
NAVY SEAL FOUNDATION INC
1619 D STREET
VIRGINIA BEACH
,
VA
23459
N/A
PC
GENERAL OPERATIONS
500
NEW MUSEUM
235 BOWERY
NEW YORK
,
NY
10002
N/A
PC
GENERAL OPERATIONS
25,000
NEW YORK FOUNDATION FOR THE ARTS
20 JAY STREET SUITE 740
BROOKLYN
,
NY
11201
N/A
PC
GENERAL OPERATIONS
25,000
NEW YORK HARBOR FOUNDATION
BATTERY MARINE BUILDING SLIP 7 10
SOUTH STREET
NEW YORK
,
NY
10004
N/A
PC
GENERAL OPERATIONS
5,000
NO GREATER SACRIFICE FOUNDATION
1101 PENNSYLVANIA AVENUE NW
WASHINGTON
,
DC
20004
N/A
PC
GENERAL OPERATIONS
3,000
NORTH OLYMPIC SALMON COALITION
205 W PATISON STREET SUITE B
PORT HADLOCK
,
WA
98339
N/A
PC
GENERAL OPERATIONS
5,000
PEQUOT LIBRARY ASSOCIATION
720 PEQUOT AVENUE
SOUTHPORT
,
CT
06890
N/A
PC
GENERAL OPERATIONS
3,000
PERSON TO PERSON INC
1864 POST ROAD
DARIEN
,
CT
06820
N/A
PC
GENERAL OPERATIONS
1,000
RAISING A READER (RAR-MA INC)
3 SCHOOL STREET 3RD FLOOR
BOSTON
,
MA
02108
N/A
PC
GENERAL OPERATIONS
2,500
RENBROOK SCHOOL
2865 ALBANY AVENUE
WEST HARTFORD
,
CT
06117
N/A
PC
GENERAL OPERATIONS
650
RIVERSIDE THEATRE
3250 RIVERSIDE PARK DRIVE
VERO BEACH
,
FL
32963
N/A
PC
GENERAL OPERATIONS
7,500
ROLLINS COLLEGE
PO BOX 864168
ORLANDO
,
FL
32886
N/A
PC
GENERAL OPERATIONS
1,000
ROW NEW YORK
252 WEST 37TH STREET 4TH FLOOR
NEW
,
NY
10018
N/A
PC
GENERAL OPERATIONS
3,000
SACRED HEART UNIVERSITY
5151 PARK AVENUE
FAIRFIELD
,
CA
06825
N/A
PC
GENERAL OPERATIONS
6,500
SALISBURY SCHOOL
251 CANAAN ROAD
SALISBURY
,
CT
06068
N/A
PC
GENERAL OPERATIONS
4,500
SCHENCK SCHOOL INC
282 MT PARAN ROAD NW
ATLANTA
,
GA
30327
N/A
PC
GENERAL OPERATIONS
25,000
SKIDMORE COLLEGE
815 NORTH BROADWAY
SARATOGA SPRINGS
,
NY
12866
N/A
PC
GENERAL OPERATIONS
5,000
SMITHSONIAN INSTITUTION ARCHIVES OF AMERICAN ART
PO BOX 37012 VICTOR BUILDING 2200
MRC 973
WASHINGTON
,
DC
20013
N/A
PC
GENERAL OPERATIONS
18,000
SOUTH CAROLINA ARTS COMMISSION
1026 SUMTER STREET SUITE 200
COLUMBIA
,
SC
29201
N/A
PC
GENERAL OPERATIONS
15,000
SOUTHPORT CONGREGATIONAL UNITED CHURCH
524 PEQUOT AVENUE
SOUTHPORT
,
CT
06890
N/A
PC
GENERAL OPERATIONS
4,000
ST PAUL'S IVY EPISCOPAL CHURCH
PO BOX 37
IVY
,
VA
22945
N/A
PC
GENERAL OPERATIONS
3,000
ST THOMAS MORE CATHOLIC CHURCH
374 MIDDLESEX ROAD
DARIEN
,
CT
06820
N/A
PC
GENERAL OPERATIONS
1,000
SUFFIELD ACADEMY
185 NORTH MAIN STREET
SUFFIELD
,
CT
06078
N/A
PC
GENERAL OPERATIONS
2,000
SUSTAINABLE CT INC
83 WINDHAM STREET
WILLIMANTIC
,
CT
06226
N/A
PC
GENERAL OPERATIONS
296,425
TAFT SCHOOL CORPORATION
110 WOODBURY ROAD
WATERTOWN
,
CT
06795
N/A
PC
GENERAL OPERATIONS
2,500
TARA FARM RESCUE
670 BABCOCK HILL ROAD
COVENTRY
,
CT
06238
N/A
PC
GENERAL OPERATIONS
500
TEN DIRECTIONS INC
318 WEST MAIN STREET
CHESTER
,
CT
06412
N/A
PC
GENERAL OPERATIONS
10,000
THE ANDREW K DWYER FOUNDATION
756 GUARD HILL ROAD
BEDFORD
,
MA
10506
N/A
PC
GENERAL OPERATIONS
2,000
THE ART INSTITUTE OF CHICAGO
111 S MICHIGAN AVENUE
CHICAGO
,
IL
60603
N/A
PC
GENERAL OPERATIONS
10,000
THE INSTITUTE OF CONTEMPORARY ART
100 NORTHERN AVENUE
BOSTON
,
MA
02210
N/A
PC
GENERAL OPERATIONS
3,500
THE KINKAID SCHOOL
ATTN ADVANCEMENT 201 KINKAID SCHOOL
DRIVE
HOUSTON
,
TX
77024
N/A
PC
GENERAL OPERATIONS
2,000
THE LEARNING ALLIANCE
PO BOX 643446
VERO BEACH
,
FL
32964
N/A
PC
GENERAL OPERATIONS
88,492
THE LIGHTHOUSE WORKS INC
PO BOX 385
FISHERS ISLAND
,
NY
06390
N/A
PC
GENERAL OPERATIONS
3,000
THE MUSTARD SEED PROJECT OF KEY PENINSULA
PO BOX 182
VAUGHN
,
WA
98394
N/A
PC
GENERAL OPERATIONS
27,700
THE POOR FARM
723 S 5TH STREET
MILWAUKEE
,
WI
53204
N/A
PC
GENERAL OPERATIONS
10,000
THE SOUTHPORT SCHOOL
214 MAIN STREET
SOUTHPORT
,
CT
06890
N/A
PC
GENERAL OPERATIONS
2,500
THE UNIVERSITY OF TEXAS MD ANDERSON CANCER CENTER
PO BOX 4486
HOUSTON
,
TX
77210
N/A
PC
GENERAL OPERATIONS
500
THE WATERSHED CENTER INC
44 KAYE ROAD
MILLERTON
,
NY
12546
N/A
PC
GENERAL OPERATIONS
1,000
THE YOUTH MARINE FOUNDATION
820 EAST D STREET
TACOMA
,
WA
98421
N/A
PC
GENERAL OPERATIONS
1,000
TRIANGLE ARTWORKS
3119 BIRNAMWOOD ROAD
RALEIGH
,
NC
27607
N/A
PC
GENERAL OPERATIONS
15,000
TWO WATERS ARTS ALLIANCE
PO BOX 868
VAUGHN
,
WA
98394
N/A
PC
GENERAL OPERATIONS
2,000
UNITED WAY-THOMAS JEFFERSON AREA
806 EAST HIGH STREET
CHARLOTTESVILLE
,
VA
22902
N/A
PC
GENERAL OPERATIONS
10,000
UNIVERSITY CLUB FOUNDATION
76 E MONROE STREET
CHICAGO
,
IL
60603
N/A
PC
GENERAL OPERATIONS
2,000
UNIVERSITY HOSPITALS HEALTH SYSTEMS INC
11100 EUCLID AVENUE
CLEVELAND
,
OH
44106
N/A
PC
GENERAL OPERATIONS
7,000
UNIVERSITY OF TEXAS AT AUSTIN
305 EAST 23RD STREET
AUSTIN
,
TX
78712
N/A
PC
GENERAL OPERATIONS
27,500
UNIVERSITY OF WEST GEORGIA FOUNDATION
1601 MAPLE STREET
CARROLTON
,
GA
30263
N/A
PC
GENERAL OPERATIONS
5,000
USA SWIMMING FOUNDATION INC
1 OLYMPIC PLAZA
COLORADO SPRINGS
,
CO
80909
N/A
PC
GENERAL OPERATIONS
1,000
VERO BEACH DOG PARK INC
505 BEACHLAND BOULEVARD SUITE 1-124
VERO BEACH
,
FL
32963
N/A
PC
GENERAL OPERATIONS
3,500
VERO BEACH MUSEUM OF ART
3001 RIVERSIDE PARK DRIVE
VERO BEACH
,
FL
32963
N/A
PC
GENERAL OPERATIONS
1,000
VIRGINIA TECH FOUNDATIONWVTF PUBLIC RADIO
3520 KINGSBURY ROAD
ROANOKE
,
VA
24014
N/A
PC
GENERAL OPERATIONS
1,000
WADSWORTH ATHENEUM MUSEUM OF ART
600 MAIN STREET
HARTFORD
,
CT
06103
N/A
PC
GENERAL OPERATIONS
18,000
WALSH PARK BENEVOLENT CORP
PO BOX 684
FISHERS ISLAND
,
NY
06390
N/A
PC
GENERAL OPERATIONS
3,000
WARREN T JACKSON ELEMENTARY SCHOOL PTA
1325 MOUNT PARAN ROAD
ATLANTA
,
GA
30327
N/A
PC
GENERAL OPERATIONS
5,000
WELLESLEY COLLEGE
106 CENTRAL STREET
WELLESLEY
,
MA
02481
N/A
PC
GENERAL OPERATIONS
10,000
WESTERN RESERVE LAND CONSERVANCY
3850 CHAGRIN RIVER ROAD
MORELAND HILLS
,
OH
44022
N/A
PC
GENERAL OPERATIONS
1,500
WILLIAMS COLLEGE
75 PARK STREET
WILLIAMSTOWN
,
MA
01267
N/A
PC
GENERAL OPERATIONS
2,500
WORTHY JOHNSON SCHOLARSHIP TRUST INC
PO BOX 75
SOUTHPORT
,
CT
06880
N/A
PC
GENERAL OPERATIONS
8,000
YALE UNIVERSITY
PO BOX 2038
NEW HAVEN
,
CT
06521
N/A
PC
GENERAL OPERATIONS
40,000
YOUTH SAILING FOUNDATION OF INDIAN RIVER COUNTY
PO BOX 612
VERO BEACH
,
FL
32961
N/A
PC
GENERAL OPERATIONS
7,700
ZERO-THE END OF PROSTATE CANCER
515 KING STREET SUITE 420
ALEXANDRIA
,
VA
22314
N/A
PC
GENERAL OPERATIONS
5,000
Total
.................................
3a
2,736,592
b
Approved for future payment
AMERICAN SUSTAINABLE BUSINESS INSTITUTE
1001 G STREET NW SUITE 400E
WASHINGTON DC 20001-4559
WASHINGTON
,
DC
20001
N/A
PC
GENERAL OPERATIONS
18,000
CHILDREN'S HOSPITAL CORPORATION
300 LONGWOOD AVENUE BOSTON MA 02115
BOSTON
,
MA
02115
N/A
PC
GENERAL OPERATIONS
117,825
CREATIVE WACO
712 AUSTIN AVE WACO TX 76701
WACO
,
TX
76701
N/A
PC
GENERAL OPERATIONS
40,000
EYE TO EYE INC
50 BROAD STREET SUITE 1702 NEW YORK
NY 10004
NEW YORK
,
NY
10004
N/A
PC
GENERAL OPERATIONS
135,100
GREAT PLAINS INSTITUTE (SUSTAINABLE STATES NETWORK)
2801 21ST AVENUE S SUITE 220
MINNEAPOLIS
,
MN
55407
N/A
PC
GENERAL OPERATIONS
30,000
LAXART
7000 SANTA MONICA BOULEVARD
WEST HOLLYWOOD
,
CA
90038
N/A
PC
GENERAL OPERATIONS
140,000
SUSTAINABLE CT INC
83 WINDHAM STREET
WILLIMANTIC
,
CT
06226
N/A
PC
GENERAL OPERATIONS
400,000
TRIANGLE ARTWORKS
3119 BIRNAMWOOD ROAD
RALEIGH
,
NC
27607
N/A
PC
GENERAL OPERATIONS
15,000
Total
.................................
3b
895,925
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.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
CONFERENCE REGISTRATION INCOME
3,330
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
14
114
4
Dividends and interest from securities
....
14
505,063
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not debt-financed property
.....
6
Net rental income or (loss) from personal property
7
Other investment income
.....
14
177
8
Gain or (loss) from sales of assets other than
inventory
............
18
2,195,344
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
2,700,698
3,330
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
2,704,028
(See worksheet in line 13 instructions to verify calculations.)
Part XVI-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
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.)
1A
REGISTRATION FEES FOR CONFERENCE TO PROMOTE "ARTIST'S THRIVE" INITITATIVE.
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?
...........
Yes
No
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.
May the IRS discuss this return
with the preparer shown below
(see instr.)
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's Signature
Date
Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
Form
990-PF
(2019)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description