Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2019
Open to Public Inspection
For calendar year 2019, or tax year beginning 01-01-2019 , and ending 12-31-2019
Name of foundation
MERIDEN FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)123 BANK STREET
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WATERBURY, CT06702
A Employer identification number

06-6037849
B Telephone number (see instructions)

(860) 692-1751
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$24,678,024J 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) 3,137
2 Check bullet.............
3 Interest on savings and temporary cash investments 42 42  
4 Dividends and interest from securities... 583,572 583,572  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 308,474
b Gross sales price for all assets on line 6a 6,388,617
7 Capital gain net income (from Part IV, line 2)... 308,474
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........ 895,225 892,088  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 202,591 143,880   58,711
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 6,000 0   6,000
c Other professional fees (attach schedule).... Click to see attachment 8,670 0   8,670
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 14,964 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 477 0   477
22 Printing and publications.......... 305 0   305
23 Other expenses (attach schedule)....... Click to see attachment 5,735 0   5,735
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 238,742 143,880   79,898
25 Contributions, gifts, grants paid....... 1,093,387 1,093,387
26 Total expenses and disbursements. Add lines 24 and 25 1,332,129 143,880   1,173,285
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -436,904
b Net investment income (if negative, enter -0-) 748,208
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
Assets 1 Cash—non-interest-bearing............. 274 115 115
2 Savings and temporary cash investments......... 609,348 918,710 918,710
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.......... 15,490 13,526  
10a Investments—U.S. and state government obligations (attach schedule) 736 Click to see attachment664 735
b Investments—corporate stock (attach schedule)....... 14,555,705 Click to see attachment13,651,229 17,486,529
c Investments—corporate bonds (attach schedule)....... 6,112,351 Click to see attachment6,272,756 6,271,935
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 21,293,904 20,857,000 24,678,024
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 21,068,266 20,620,768
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 225,638 236,232
29 Total net assets or fund balances (see instructions)..... 21,293,904 20,857,000
30 Total liabilities and net assets/fund balances (see instructions). 21,293,904 20,857,000
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
21,293,904
2
Enter amount from Part I, line 27a .....................
2
-436,904
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
20,857,000
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
20,857,000
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 GINNIE MAE I POOL GN 490800 6% 15 NOV 2028 0. UNITS   1998-12-04 2019-01-02
b GINNIE MAE I POOL GN 490800 6% 15 NOV 2028 0. UNITS   1998-12-04 2019-01-02
c GINNIE MAE I POOL GN 490800 6% 15 NOV 2028 0. UNITS   1998-12-04 2019-02-01
d GINNIE MAE I POOL GN 490800 6% 15 NOV 2028 0. UNITS   1998-12-04 2019-02-01
e GINNIE MAE I POOL GN 490800 6% 15 NOV 2028 0. UNITS   1998-12-04 2019-03-01
GINNIE MAE I POOL GN 490800 6% 15 NOV 2028 0. UNITS   1998-12-04 2019-03-01
GINNIE MAE I POOL GN 490800 6% 15 NOV 2028 0. UNITS   1998-12-04 2019-04-01
GINNIE MAE I POOL GN 490800 6% 15 NOV 2028 0. UNITS   1998-12-04 2019-04-01
GINNIE MAE I POOL GN 490800 6% 15 NOV 2028 0. UNITS   1998-12-04 2019-05-01
GINNIE MAE I POOL GN 490800 6% 15 NOV 2028 0. UNITS   1998-12-04 2019-05-01
GINNIE MAE I POOL GN 490800 6% 15 NOV 2028 0. UNITS   1998-12-04 2019-06-17
GINNIE MAE I POOL GN 490800 6% 15 NOV 2028 0. UNITS   1998-12-04 2019-06-17
GINNIE MAE I POOL GN 490800 6% 15 NOV 2028 0. UNITS   1998-12-04 2019-07-15
GINNIE MAE I POOL GN 490800 6% 15 NOV 2028 0. UNITS   1998-12-04 2019-07-15
GINNIE MAE I POOL GN 490800 6% 15 NOV 2028 0. UNITS   1998-12-04 2019-08-15
GINNIE MAE I POOL GN 490800 6% 15 NOV 2028 0. UNITS   1998-12-04 2019-08-15
GINNIE MAE I POOL GN 490800 6% 15 NOV 2028 0. UNITS   1998-12-04 2019-09-16
GINNIE MAE I POOL GN 490800 6% 15 NOV 2028 0. UNITS   1998-12-04 2019-09-16
GINNIE MAE I POOL GN 490800 6% 15 NOV 2028 0. UNITS   1998-12-04 2019-10-15
GINNIE MAE I POOL GN 490800 6% 15 NOV 2028 0. UNITS   1998-12-04 2019-10-15
GINNIE MAE I POOL GN 490800 6% 15 NOV 2028 0. UNITS   1998-12-04 2019-11-15
GINNIE MAE I POOL GN 490800 6% 15 NOV 2028 0. UNITS   1998-12-04 2019-11-15
GINNIE MAE I POOL GN 490800 6% 15 NOV 2028 0. UNITS   1998-12-04 2019-12-16
GINNIE MAE I POOL GN 490800 6% 15 NOV 2028 0. UNITS   1998-12-04 2019-12-16
ISHARES CORE U.S. AGGREGATE BOND ETF 9. UNITS   2019-04-04 2019-08-12
JPMORGAN ULTRA-SHORT INCOME ETF 49. UNITS   2018-11-19 2019-07-16
JPMORGAN ULTRA-SHORT INCOME ETF 34. UNITS   2019-01-08 2019-07-16
JPMORGAN ULTRA-SHORT INCOME ETF 28. UNITS   2018-11-19 2019-07-16
JPMORGAN ULTRA-SHORT INCOME ETF 22. UNITS   2019-01-08 2019-07-16
JPMORGAN ULTRA-SHORT INCOME ETF 26. UNITS   2018-11-19 2019-07-16
JPMORGAN ULTRA-SHORT INCOME ETF 39. UNITS   2019-01-08 2019-07-16
JPMORGAN ULTRA-SHORT INCOME ETF 134. UNITS   2018-11-19 2019-07-16
JPMORGAN ULTRA-SHORT INCOME ETF 165. UNITS   2019-01-08 2019-07-16
JPMORGAN ULTRA-SHORT INCOME ETF 419. UNITS   2018-11-19 2019-07-16
JPMORGAN ULTRA-SHORT INCOME ETF 526. UNITS   2019-01-08 2019-07-16
JPMORGAN ULTRA-SHORT INCOME ETF 439. UNITS   2018-11-19 2019-07-16
JPMORGAN ULTRA-SHORT INCOME ETF 553. UNITS   2019-01-08 2019-07-16
JPMORGAN ULTRA-SHORT INCOME ETF 68. UNITS   2018-11-19 2019-07-16
JPMORGAN ULTRA-SHORT INCOME ETF 83. UNITS   2019-01-08 2019-07-16
JPMORGAN ULTRA-SHORT INCOME ETF 852. UNITS   2018-11-19 2019-07-16
JPMORGAN ULTRA-SHORT INCOME ETF 1,104. UNITS   2019-01-08 2019-07-16
JPMORGAN ULTRA-SHORT INCOME ETF 441. UNITS   2018-11-19 2019-07-16
JPMORGAN ULTRA-SHORT INCOME ETF 397. UNITS   2019-01-08 2019-07-16
JPMORGAN ULTRA-SHORT INCOME ETF 237. UNITS   2018-11-19 2019-07-16
JPMORGAN ULTRA-SHORT INCOME ETF 307. UNITS   2019-01-08 2019-07-16
JPMORGAN ULTRA-SHORT INCOME ETF 88. UNITS   2018-11-19 2019-07-16
JPMORGAN ULTRA-SHORT INCOME ETF 85. UNITS   2019-01-08 2019-07-16
JPMORGAN ULTRA-SHORT INCOME ETF 154. UNITS   2018-11-19 2019-07-16
JPMORGAN ULTRA-SHORT INCOME ETF 199. UNITS   2019-01-08 2019-07-16
JPMORGAN ULTRA-SHORT INCOME ETF 216. UNITS   2018-11-19 2019-07-16
JPMORGAN ULTRA-SHORT INCOME ETF 192. UNITS   2019-01-08 2019-07-16
JPMORGAN ULTRA-SHORT INCOME ETF 206. UNITS   2018-11-19 2019-07-16
JPMORGAN ULTRA-SHORT INCOME ETF 256. UNITS   2019-01-08 2019-07-16
JPMORGAN ULTRA-SHORT INCOME ETF 309. UNITS   2018-11-19 2019-07-16
JPMORGAN ULTRA-SHORT INCOME ETF 296. UNITS   2019-01-08 2019-07-16
JPMORGAN ULTRA-SHORT INCOME ETF 92. UNITS   2018-11-19 2019-07-16
JPMORGAN ULTRA-SHORT INCOME ETF 92. UNITS   2019-01-08 2019-07-16
JPMORGAN ULTRA-SHORT INCOME ETF 49. UNITS   2018-11-19 2019-07-16
JPMORGAN ULTRA-SHORT INCOME ETF 43. UNITS   2019-01-08 2019-07-16
JPMORGAN ULTRA-SHORT INCOME ETF 2,390. UNITS   2018-11-19 2019-07-16
JPMORGAN ULTRA-SHORT INCOME ETF 3,006. UNITS   2019-01-08 2019-07-16
JPMORGAN ULTRA-SHORT INCOME ETF 51. UNITS   2018-11-19 2019-07-16
JPMORGAN ULTRA-SHORT INCOME ETF 66. UNITS   2019-01-08 2019-07-16
JPMORGAN ULTRA-SHORT INCOME ETF 171. UNITS   2018-11-19 2019-07-16
JPMORGAN ULTRA-SHORT INCOME ETF 217. UNITS   2019-01-08 2019-07-16
JPMORGAN ULTRA-SHORT INCOME ETF 22. UNITS   2018-11-19 2019-07-16
JPMORGAN ULTRA-SHORT INCOME ETF 31. UNITS   2019-01-08 2019-07-16
JPMORGAN ULTRA-SHORT INCOME ETF 1,416. UNITS   2018-11-19 2019-07-16
JPMORGAN ULTRA-SHORT INCOME ETF 1,357. UNITS   2019-01-08 2019-07-16
JPMORGAN ULTRA-SHORT INCOME ETF 115. UNITS   2018-11-19 2019-07-16
JPMORGAN ULTRA-SHORT INCOME ETF 155. UNITS   2019-01-08 2019-07-16
JPMORGAN ULTRA-SHORT INCOME ETF 43. UNITS   2018-11-19 2019-07-16
JPMORGAN ULTRA-SHORT INCOME ETF 41. UNITS   2019-01-08 2019-07-16
JPMORGAN ULTRA-SHORT INCOME ETF 16. UNITS   2018-11-19 2019-07-16
JPMORGAN ULTRA-SHORT INCOME ETF 22. UNITS   2019-01-08 2019-07-16
JPMORGAN ULTRA-SHORT INCOME ETF 111. UNITS   2018-11-19 2019-07-16
JPMORGAN ULTRA-SHORT INCOME ETF 88. UNITS   2019-01-08 2019-07-16
JPMORGAN ULTRA-SHORT INCOME ETF 12. UNITS   2018-11-19 2019-07-16
JPMORGAN ULTRA-SHORT INCOME ETF 15. UNITS   2019-01-08 2019-07-16
JPMORGAN ULTRA-SHORT INCOME ETF 470. UNITS   2018-11-19 2019-07-16
JPMORGAN ULTRA-SHORT INCOME ETF 609. UNITS   2019-01-08 2019-07-16
JPMORGAN ULTRA-SHORT INCOME ETF 253. UNITS   2018-11-19 2019-07-16
JPMORGAN ULTRA-SHORT INCOME ETF 321. UNITS   2019-01-08 2019-07-16
JPMORGAN ULTRA-SHORT INCOME ETF 45. UNITS   2018-11-19 2019-07-16
JPMORGAN ULTRA-SHORT INCOME ETF 55. UNITS   2019-01-08 2019-07-16
JPMORGAN ULTRA-SHORT INCOME ETF 39. UNITS   2018-11-19 2019-07-16
JPMORGAN ULTRA-SHORT INCOME ETF 52. UNITS   2019-01-08 2019-07-16
JPMORGAN ULTRA-SHORT INCOME ETF 470. UNITS   2018-11-19 2019-07-16
JPMORGAN ULTRA-SHORT INCOME ETF 459. UNITS   2019-01-08 2019-07-16
JPMORGAN ULTRA-SHORT INCOME ETF 869. UNITS   2018-11-19 2019-07-16
JPMORGAN ULTRA-SHORT INCOME ETF 1,153. UNITS   2019-01-08 2019-07-16
JPMORGAN ULTRA-SHORT INCOME ETF 20. UNITS   2019-01-08 2019-08-12
JPMORGAN ULTRA-SHORT INCOME ETF 101. UNITS   2019-01-08 2019-12-16
JPMORGAN ULTRA-SHORT INCOME ETF 1,956. UNITS   2019-01-08 2019-12-16
JPMORGAN ULTRA-SHORT INCOME ETF 84. UNITS   2019-01-08 2019-12-16
JPMORGAN ULTRA-SHORT INCOME ETF 574. UNITS   2019-01-08 2019-12-16
JPMORGAN ULTRA-SHORT INCOME ETF 65. UNITS   2019-01-08 2019-12-16
JPMORGAN ULTRA-SHORT INCOME ETF 39. UNITS   2019-01-08 2019-12-16
JPMORGAN ULTRA-SHORT INCOME ETF 929. UNITS   2019-01-08 2019-12-16
JPMORGAN ULTRA-SHORT INCOME ETF 463. UNITS   2019-01-08 2019-12-16
JPMORGAN ULTRA-SHORT INCOME ETF 53. UNITS   2019-01-08 2019-12-16
JPMORGAN ULTRA-SHORT INCOME ETF 51. UNITS   2019-01-08 2019-12-16
JPMORGAN ULTRA-SHORT INCOME ETF 199. UNITS   2019-01-08 2019-12-16
JPMORGAN ULTRA-SHORT INCOME ETF 2,022. UNITS   2019-01-08 2019-12-16
JPMORGAN ULTRA-SHORT INCOME ETF 388. UNITS   2019-01-08 2019-12-16
JPMORGAN ULTRA-SHORT INCOME ETF 353. UNITS   2019-01-08 2019-12-16
JPMORGAN ULTRA-SHORT INCOME ETF 2,774. UNITS   2019-01-08 2019-12-16
JPMORGAN ULTRA-SHORT INCOME ETF 117. UNITS   2019-01-08 2019-12-16
JPMORGAN ULTRA-SHORT INCOME ETF 270. UNITS   2019-01-08 2019-12-16
JPMORGAN ULTRA-SHORT INCOME ETF 839. UNITS   2019-01-08 2019-12-16
JPMORGAN ULTRA-SHORT INCOME ETF 151. UNITS   2019-01-08 2019-12-16
JPMORGAN ULTRA-SHORT INCOME ETF 299. UNITS   2019-01-08 2019-12-16
JPMORGAN ULTRA-SHORT INCOME ETF 545. UNITS   2019-01-08 2019-12-16
JPMORGAN ULTRA-SHORT INCOME ETF 5,396. UNITS   2019-01-08 2019-12-16
JPMORGAN ULTRA-SHORT INCOME ETF 408. UNITS   2019-01-08 2019-12-16
JPMORGAN ULTRA-SHORT INCOME ETF 1,079. UNITS   2019-01-08 2019-12-16
JPMORGAN ULTRA-SHORT INCOME ETF 605. UNITS   2019-01-08 2019-12-16
JPMORGAN ULTRA-SHORT INCOME ETF 173. UNITS   2019-01-08 2019-12-16
JPMORGAN ULTRA-SHORT INCOME ETF 945. UNITS   2019-01-08 2019-12-16
JPMORGAN ULTRA-SHORT INCOME ETF 184. UNITS   2019-01-08 2019-12-16
JPMORGAN ULTRA-SHORT INCOME ETF 71. UNITS   2019-01-08 2019-12-16
JPMORGAN ULTRA-SHORT INCOME ETF 993. UNITS   2019-01-08 2019-12-16
JPMORGAN ULTRA-SHORT INCOME ETF 28. UNITS   2019-01-08 2019-12-16
JPMORGAN ULTRA-SHORT INCOME ETF 84. UNITS   2019-01-08 2019-12-16
JPMORGAN ULTRA-SHORT INCOME ETF 93. UNITS   2019-01-08 2019-12-16
SPDR BLOOMBERG BARCLAYS INVESTMENT GRADE FLOATING RATE ETF 33. UNITS   2017-04-07 2019-08-12
VANGUARD FTSE EUROPE ETF 36. UNITS   2017-04-07 2019-08-12
VANGUARD FTSE EUROPE ETF 20. UNITS   2017-05-18 2019-08-12
VANGUARD FTSE EUROPE ETF 31. UNITS   2017-08-01 2019-08-12
VANGUARD FTSE EUROPE ETF 97. UNITS   2017-04-07 2019-08-21
VANGUARD FTSE EUROPE ETF 60. UNITS   2017-05-18 2019-08-21
VANGUARD FTSE EUROPE ETF 85. UNITS   2017-08-01 2019-08-21
VANGUARD FTSE EUROPE ETF 1,237. UNITS   2017-04-07 2019-08-21
VANGUARD FTSE EUROPE ETF 775. UNITS   2017-05-18 2019-08-21
VANGUARD FTSE EUROPE ETF 1,110. UNITS   2017-08-01 2019-08-21
VANGUARD FTSE EUROPE ETF 2,068. UNITS   2017-04-07 2019-08-21
VANGUARD FTSE EUROPE ETF 1,300. UNITS   2017-05-18 2019-08-21
VANGUARD FTSE EUROPE ETF 1,916. UNITS   2017-08-01 2019-08-21
VANGUARD FTSE EUROPE ETF 21. UNITS   2017-04-07 2019-08-21
VANGUARD FTSE EUROPE ETF 15. UNITS   2017-05-18 2019-08-21
VANGUARD FTSE EUROPE ETF 18. UNITS   2017-08-01 2019-08-21
VANGUARD FTSE EUROPE ETF 210. UNITS   2017-04-07 2019-08-21
VANGUARD FTSE EUROPE ETF 130. UNITS   2017-05-18 2019-08-21
VANGUARD FTSE EUROPE ETF 192. UNITS   2017-08-01 2019-08-21
VANGUARD FTSE EUROPE ETF 40. UNITS   2017-04-07 2019-08-21
VANGUARD FTSE EUROPE ETF 25. UNITS   2017-05-18 2019-08-21
VANGUARD FTSE EUROPE ETF 35. UNITS   2017-08-01 2019-08-21
VANGUARD FTSE EUROPE ETF 136. UNITS   2017-04-07 2019-08-21
VANGUARD FTSE EUROPE ETF 85. UNITS   2017-05-18 2019-08-21
VANGUARD FTSE EUROPE ETF 126. UNITS   2017-08-01 2019-08-21
VANGUARD FTSE EUROPE ETF 221. UNITS   2017-04-07 2019-08-21
VANGUARD FTSE EUROPE ETF 135. UNITS   2017-05-18 2019-08-21
VANGUARD FTSE EUROPE ETF 202. UNITS   2017-08-01 2019-08-21
VANGUARD FTSE EUROPE ETF 42. UNITS   2017-04-07 2019-08-21
VANGUARD FTSE EUROPE ETF 25. UNITS   2017-05-18 2019-08-21
VANGUARD FTSE EUROPE ETF 37. UNITS   2017-08-01 2019-08-21
VANGUARD FTSE EUROPE ETF 177. UNITS   2017-04-07 2019-08-21
VANGUARD FTSE EUROPE ETF 110. UNITS   2017-05-18 2019-08-21
VANGUARD FTSE EUROPE ETF 163. UNITS   2017-08-01 2019-08-21
VANGUARD FTSE EUROPE ETF 40. UNITS   2017-04-07 2019-08-21
VANGUARD FTSE EUROPE ETF 25. UNITS   2017-05-18 2019-08-21
VANGUARD FTSE EUROPE ETF 35. UNITS   2017-08-01 2019-08-21
VANGUARD FTSE EUROPE ETF 754. UNITS   2017-04-07 2019-08-21
VANGUARD FTSE EUROPE ETF 475. UNITS   2017-05-18 2019-08-21
VANGUARD FTSE EUROPE ETF 703. UNITS   2017-08-01 2019-08-21
VANGUARD FTSE EUROPE ETF 362. UNITS   2017-04-07 2019-08-21
VANGUARD FTSE EUROPE ETF 230. UNITS   2017-05-18 2019-08-21
VANGUARD FTSE EUROPE ETF 337. UNITS   2017-08-01 2019-08-21
VANGUARD FTSE EUROPE ETF 79. UNITS   2017-04-07 2019-08-21
VANGUARD FTSE EUROPE ETF 50. UNITS   2017-05-18 2019-08-21
VANGUARD FTSE EUROPE ETF 74. UNITS   2017-08-01 2019-08-21
VANGUARD FTSE EUROPE ETF 381. UNITS   2017-04-07 2019-08-21
VANGUARD FTSE EUROPE ETF 240. UNITS   2017-05-18 2019-08-21
VANGUARD FTSE EUROPE ETF 352. UNITS   2017-08-01 2019-08-21
VANGUARD FTSE EUROPE ETF 11. UNITS   2017-04-07 2019-08-21
VANGUARD FTSE EUROPE ETF 5. UNITS   2017-05-18 2019-08-21
VANGUARD FTSE EUROPE ETF 9. UNITS   2017-08-01 2019-08-21
VANGUARD FTSE EUROPE ETF 187. UNITS   2017-04-07 2019-08-21
VANGUARD FTSE EUROPE ETF 120. UNITS   2017-05-18 2019-08-21
VANGUARD FTSE EUROPE ETF 168. UNITS   2017-08-01 2019-08-21
VANGUARD FTSE EUROPE ETF 150. UNITS   2017-04-07 2019-08-21
VANGUARD FTSE EUROPE ETF 90. UNITS   2017-05-18 2019-08-21
VANGUARD FTSE EUROPE ETF 137. UNITS   2017-08-01 2019-08-21
VANGUARD FTSE EUROPE ETF 386. UNITS   2017-04-07 2019-08-21
VANGUARD FTSE EUROPE ETF 240. UNITS   2017-05-18 2019-08-21
VANGUARD FTSE EUROPE ETF 346. UNITS   2017-08-01 2019-08-21
VANGUARD FTSE EUROPE ETF 187. UNITS   2017-04-07 2019-08-21
VANGUARD FTSE EUROPE ETF 120. UNITS   2017-05-18 2019-08-21
VANGUARD FTSE EUROPE ETF 174. UNITS   2017-08-01 2019-08-21
VANGUARD FTSE EUROPE ETF 200. UNITS   2018-09-05 2019-08-21
VANGUARD FTSE EUROPE ETF 408. UNITS   2017-04-07 2019-08-21
VANGUARD FTSE EUROPE ETF 260. UNITS   2017-05-18 2019-08-21
VANGUARD FTSE EUROPE ETF 369. UNITS   2017-08-01 2019-08-21
VANGUARD FTSE EUROPE ETF 40. UNITS   2017-04-07 2019-08-21
VANGUARD FTSE EUROPE ETF 30. UNITS   2017-05-18 2019-08-21
VANGUARD FTSE EUROPE ETF 38. UNITS   2017-08-01 2019-08-21
VANGUARD FTSE EUROPE ETF 58. UNITS   2017-04-07 2019-08-21
VANGUARD FTSE EUROPE ETF 35. UNITS   2017-05-18 2019-08-21
VANGUARD FTSE EUROPE ETF 51. UNITS   2017-08-01 2019-08-21
VANGUARD FTSE EUROPE ETF 115. UNITS   2017-04-07 2019-08-21
VANGUARD FTSE EUROPE ETF 70. UNITS   2017-05-18 2019-08-21
VANGUARD FTSE EUROPE ETF 105. UNITS   2017-08-01 2019-08-21
VANGUARD FTSE EUROPE ETF 105. UNITS   2017-04-07 2019-08-21
VANGUARD FTSE EUROPE ETF 65. UNITS   2017-05-18 2019-08-21
VANGUARD FTSE EUROPE ETF 94. UNITS   2017-08-01 2019-08-21
VANGUARD FTSE EUROPE ETF 77. UNITS   2017-04-07 2019-08-21
VANGUARD FTSE EUROPE ETF 50. UNITS   2017-05-18 2019-08-21
VANGUARD FTSE EUROPE ETF 68. UNITS   2017-08-01 2019-08-21
VANGUARD FTSE EUROPE ETF 782. UNITS   2017-04-07 2019-08-21
VANGUARD FTSE EUROPE ETF 490. UNITS   2017-05-18 2019-08-21
VANGUARD FTSE EUROPE ETF 721. UNITS   2017-08-01 2019-08-21
VANGUARD FTSE EUROPE ETF 15. UNITS   2017-04-07 2019-08-21
VANGUARD FTSE EUROPE ETF 10. UNITS   2017-05-18 2019-08-21
VANGUARD FTSE EUROPE ETF 12. UNITS   2017-08-01 2019-08-21
VANGUARD FTSE EUROPE ETF 27. UNITS   2017-04-07 2019-08-21
VANGUARD FTSE EUROPE ETF 15. UNITS   2017-05-18 2019-08-21
VANGUARD FTSE EUROPE ETF 22. UNITS   2017-08-01 2019-08-21
VANGUARD FTSE EUROPE ETF 26. UNITS   2017-04-07 2019-08-21
VANGUARD FTSE EUROPE ETF 15. UNITS   2017-05-18 2019-08-21
VANGUARD FTSE EUROPE ETF 22. UNITS   2017-08-01 2019-08-21
VANGUARD FTSE EUROPE ETF 424. UNITS   2017-04-07 2019-08-21
VANGUARD FTSE EUROPE ETF 275. UNITS   2017-05-18 2019-08-21
VANGUARD FTSE EUROPE ETF 381. UNITS   2017-08-01 2019-08-21
VANGUARD FTSE EUROPE ETF 46. UNITS   2017-04-07 2019-08-21
VANGUARD FTSE EUROPE ETF 25. UNITS   2017-05-18 2019-08-21
VANGUARD FTSE EUROPE ETF 40. UNITS   2017-08-01 2019-08-21
VANGUARD SHORT-TERM BOND ETF 47. UNITS   2018-08-14 2019-01-08
VANGUARD SHORT-TERM BOND ETF 150. UNITS   2018-08-14 2019-01-08
VANGUARD SHORT-TERM BOND ETF 165. UNITS   2018-08-14 2019-01-08
VANGUARD SHORT-TERM BOND ETF 177. UNITS   2018-08-14 2019-01-08
VANGUARD SHORT-TERM BOND ETF 28. UNITS   2018-08-14 2019-01-08
VANGUARD SHORT-TERM BOND ETF 460. UNITS   2018-08-14 2019-01-08
VANGUARD SHORT-TERM BOND ETF 545. UNITS   2018-08-14 2019-01-08
VANGUARD SHORT-TERM BOND ETF 384. UNITS   2018-08-14 2019-01-08
VANGUARD SHORT-TERM BOND ETF 87. UNITS   2018-08-14 2019-01-08
VANGUARD SHORT-TERM BOND ETF 54. UNITS   2018-08-14 2019-01-08
VANGUARD SHORT-TERM BOND ETF 1,956. UNITS   2018-08-14 2019-01-08
VANGUARD SHORT-TERM BOND ETF 76. UNITS   2018-08-14 2019-01-08
VANGUARD SHORT-TERM BOND ETF 790. UNITS   2018-08-14 2019-01-08
VANGUARD SHORT-TERM BOND ETF 940. UNITS   2018-08-14 2019-01-08
VANGUARD SHORT-TERM BOND ETF 80. UNITS   2018-08-14 2019-01-08
VANGUARD SHORT-TERM BOND ETF 2,640. UNITS   2018-08-14 2019-01-08
VANGUARD SHORT-TERM BOND ETF 92. UNITS   2018-08-14 2019-01-08
VANGUARD SHORT-TERM BOND ETF 67. UNITS   2018-08-14 2019-01-08
VANGUARD SHORT-TERM BOND ETF 887. UNITS   2018-08-14 2019-01-08
VANGUARD SHORT-TERM BOND ETF 485. UNITS   2018-08-14 2019-01-08
VANGUARD SHORT-TERM BOND ETF 91. UNITS   2018-09-05 2019-01-08
VANGUARD SHORT-TERM BOND ETF 353. UNITS   2018-08-14 2019-01-08
VANGUARD SHORT-TERM BOND ETF 572. UNITS   2018-08-14 2019-01-08
VANGUARD SHORT-TERM BOND ETF 297. UNITS   2018-08-14 2019-01-08
VANGUARD SHORT-TERM BOND ETF 272. UNITS   2018-08-14 2019-01-08
VANGUARD SHORT-TERM BOND ETF 1,079. UNITS   2018-08-14 2019-01-08
VANGUARD SHORT-TERM BOND ETF 5,369. UNITS   2018-08-14 2019-01-08
VANGUARD SHORT-TERM BOND ETF 117. UNITS   2018-08-14 2019-01-08
VANGUARD SHORT-TERM BOND ETF 2,029. UNITS   2018-08-14 2019-01-08
VANGUARD SHORT-TERM BOND ETF 184. UNITS   2018-08-14 2019-01-08
VANGUARD SHORT-TERM BOND ETF 988. UNITS   2018-08-14 2019-01-08
VANGUARD SHORT-TERM BOND ETF 39. UNITS   2018-08-14 2019-01-08
VANGUARD SHORT-TERM BOND ETF 100. UNITS   2018-08-14 2019-01-08
VANGUARD SHORT-TERM BOND ETF 387. UNITS   2018-08-14 2019-01-08
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF 21. UNITS   2017-04-07 2019-08-12
VANGUARD SMALL-CAP ETF 186. UNITS   2014-12-08 2019-12-04
VANGUARD SMALL-CAP ETF 85. UNITS   2014-09-16 2019-12-04
VANGUARD SMALL-CAP ETF 8. UNITS   2016-02-09 2019-12-04
VANGUARD SMALL-CAP ETF 75. UNITS   2014-09-16 2019-12-04
VANGUARD SMALL-CAP ETF 50. UNITS   2014-12-08 2019-12-04
VANGUARD SMALL-CAP ETF 19. UNITS   2014-12-08 2019-12-04
VANGUARD SMALL-CAP ETF 19. UNITS   2014-12-08 2019-12-04
VANGUARD SMALL-CAP ETF 19. UNITS   2014-12-08 2019-12-04
VANGUARD SMALL-CAP ETF 75. UNITS   2014-12-08 2019-12-04
VANGUARD SMALL-CAP ETF 19. UNITS   2014-09-16 2019-12-04
VANGUARD SMALL-CAP ETF 124. UNITS   2014-12-08 2019-12-04
VANGUARD SMALL-CAP ETF 245. UNITS   2014-12-08 2019-12-04
VANGUARD SMALL-CAP ETF 2. UNITS   2015-11-23 2019-12-04
VANGUARD SMALL-CAP ETF 494. UNITS   2014-12-08 2019-12-04
VANGUARD SMALL-CAP ETF 290. UNITS   2014-12-08 2019-12-04
VANGUARD SMALL-CAP ETF 19. UNITS   2016-02-05 2019-12-04
VANGUARD S&P 500 ETF 137. UNITS   2014-12-08 2019-03-25
VANGUARD S&P 500 ETF 59. UNITS   2015-04-14 2019-03-25
VANGUARD S&P 500 ETF 24. UNITS   2014-12-08 2019-03-25
VANGUARD S&P 500 ETF 12. UNITS   2014-12-08 2019-03-25
VANGUARD S&P 500 ETF 12. UNITS   2014-12-08 2019-03-25
VANGUARD S&P 500 ETF 105. UNITS   2014-12-08 2019-04-04
VANGUARD S&P 500 ETF 6. UNITS   2014-12-08 2019-04-04
VANGUARD S&P 500 ETF 100. UNITS   2014-12-08 2019-04-04
VANGUARD S&P 500 ETF 33. UNITS   2014-12-08 2019-04-04
VANGUARD S&P 500 ETF 9. UNITS   2014-09-16 2019-04-04
VANGUARD S&P 500 ETF 23. UNITS   2014-12-08 2019-04-04
VANGUARD S&P 500 ETF 89. UNITS   2014-12-08 2019-04-04
VANGUARD S&P 500 ETF 29. UNITS   2014-09-16 2019-04-04
VANGUARD S&P 500 ETF 2. UNITS   2014-09-16 2019-04-04
VANGUARD S&P 500 ETF 3. UNITS   2014-09-16 2019-04-04
VANGUARD S&P 500 ETF 36. UNITS   2014-12-08 2019-04-04
VANGUARD S&P 500 ETF 515. UNITS   2014-12-08 2019-04-04
VANGUARD S&P 500 ETF 9. UNITS   2014-09-16 2019-04-04
VANGUARD S&P 500 ETF 93. UNITS   2014-12-08 2019-04-04
VANGUARD S&P 500 ETF 64. UNITS   2014-09-16 2019-04-04
VANGUARD S&P 500 ETF 54. UNITS   2014-12-08 2019-04-04
VANGUARD S&P 500 ETF 14. UNITS   2014-12-08 2019-04-04
VANGUARD S&P 500 ETF 21. UNITS   2014-09-16 2019-04-04
VANGUARD S&P 500 ETF 26. UNITS   2014-09-16 2019-04-04
VANGUARD S&P 500 ETF 94. UNITS   2014-12-08 2019-04-04
VANGUARD S&P 500 ETF 8. UNITS   2014-09-16 2019-04-04
VANGUARD S&P 500 ETF 10. UNITS   2014-12-08 2019-04-04
VANGUARD S&P 500 ETF 45. UNITS   2014-12-08 2019-04-04
VANGUARD S&P 500 ETF 18. UNITS   2013-12-20 2019-04-04
VANGUARD S&P 500 ETF 5. UNITS   2014-09-16 2019-04-04
VANGUARD S&P 500 ETF 10. UNITS   2014-09-16 2019-04-04
VANGUARD S&P 500 ETF 300. UNITS   2014-12-08 2019-04-04
VANGUARD S&P 500 ETF 43. UNITS   2014-12-08 2019-04-04
VANGUARD S&P 500 ETF 11. UNITS   2014-09-16 2019-04-04
VANGUARD S&P 500 ETF 52. UNITS   2014-12-08 2019-04-04
VANGUARD S&P 500 ETF 193. UNITS   2015-04-14 2019-04-04
VANGUARD S&P 500 ETF 185. UNITS   2014-12-08 2019-04-04
VANGUARD S&P 500 ETF 6. UNITS   2014-09-16 2019-04-04
VANGUARD S&P 500 ETF 188. UNITS   2014-12-08 2019-06-11
VANGUARD S&P 500 ETF 76. UNITS   2015-04-14 2019-06-11
VANGUARD S&P 500 ETF 23. UNITS   2014-12-08 2019-06-11
VANGUARD S&P 500 ETF 19. UNITS   2014-12-08 2019-06-11
VANGUARD S&P 500 ETF 16. UNITS   2014-12-08 2019-06-11
VANGUARD S&P 500 ETF 6. UNITS   2014-12-08 2019-06-11
VANGUARD S&P 500 ETF 187. UNITS   2014-12-08 2019-06-27
VANGUARD S&P 500 ETF 75. UNITS   2014-12-08 2019-06-27
VANGUARD S&P 500 ETF 38. UNITS   2014-12-08 2019-06-27
VANGUARD S&P 500 ETF 8. UNITS   2014-09-16 2019-08-12
VANGUARD S&P 500 ETF 20. UNITS   2014-12-08 2019-09-03
VANGUARD S&P 500 ETF 181. UNITS   2014-12-08 2019-09-12
VANGUARD S&P 500 ETF 109. UNITS   2015-04-14 2019-09-12
VANGUARD S&P 500 ETF 73. UNITS   2014-12-08 2019-09-12
VANGUARD S&P 500 ETF 19. UNITS   2014-12-08 2019-09-13
VANGUARD S&P 500 ETF 11. UNITS   2014-12-08 2019-09-13
(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 1   1 0
b 5   5 0
c 5   5 0
d 1   1 0
e 5   5 0
1   1 0
5   5 0
1   1 0
1   1 0
5   5 0
1   1 0
5   5 0
1   1 0
5   5 0
1   1 0
5   5 0
5   5 0
1   1 0
1   1 0
5   5 0
5   5 0
1   1 0
1   1 0
5   5 0
1,015   976 39
2,468   2,464 4
1,713   1,706 7
1,410   1,408 2
1,108   1,104 4
1,310   1,308 2
1,964   1,957 7
6,750   6,739 11
8,311   8,281 30
21,105   21,071 34
26,494   26,400 94
22,112   22,077 35
27,854   27,755 99
3,425   3,420 5
4,181   4,166 15
42,915   42,846 69
55,608   55,409 199
22,213   22,177 36
19,997   19,925 72
11,938   11,918 20
15,463   15,408 55
4,433   4,425 8
4,281   4,266 15
7,757   7,744 13
10,024   9,988 36
10,880   10,862 18
9,671   9,636 35
10,376   10,360 16
12,895   12,848 47
15,564   15,539 25
14,909   14,856 53
4,634   4,627 7
4,634   4,617 17
2,468   2,464 4
2,166   2,158 8
120,383   120,190 193
151,411   150,869 542
2,569   2,565 4
3,324   3,313 11
8,613   8,599 14
10,930   10,891 39
1,108   1,106 2
1,561   1,556 5
71,323   71,209 114
68,351   68,107 244
5,793   5,783 10
7,807   7,779 28
2,166   2,162 4
2,065   2,058 7
806   805 1
1,108   1,104 4
5,591   5,582 9
4,433   4,417 16
604   603 1
756   753 3
23,674   23,636 38
30,675   30,565 110
12,744   12,723 21
16,169   16,111 58
2,267   2,263 4
2,770   2,760 10
1,964   1,961 3
2,619   2,610 9
23,674   23,636 38
23,120   23,037 83
43,771   43,701 70
58,076   57,868 208
1,008   1,004 4
5,091   5,069 22
98,588   98,170 418
4,234   4,216 18
28,931   28,809 122
3,276   3,262 14
1,966   1,957 9
46,824   46,626 198
23,337   23,238 99
2,671   2,660 11
2,571   2,560 11
10,030   9,988 42
101,915   101,483 432
19,556   19,473 83
17,792   17,717 75
139,818   139,225 593
5,897   5,872 25
13,609   13,551 58
42,288   42,109 179
7,611   7,579 32
15,070   15,007 63
27,470   27,353 117
271,974   270,822 1,152
20,564   20,477 87
54,385   54,154 231
30,494   30,365 129
8,720   8,683 37
47,631   47,429 202
9,274   9,235 39
3,579   3,563 16
50,050   49,838 212
1,411   1,405 6
4,234   4,216 18
4,687   4,668 19
1,010   1,016 -6
1,875   1,847 28
1,042   1,108 -66
1,614   1,771 -157
5,073   4,977 96
3,138   3,323 -185
4,446   4,856 -410
64,700   63,470 1,230
40,535   42,927 -2,392
58,057   63,414 -5,357
108,164   106,109 2,055
67,995   72,007 -4,012
100,214   109,480 -9,266
1,098   1,078 20
785   831 -46
941   1,029 -88
10,984   10,775 209
6,800   7,201 -401
10,042   10,971 -929
2,092   2,052 40
1,308   1,385 -77
1,831   2,000 -169
7,113   6,978 135
4,446   4,708 -262
6,590   7,200 -610
11,559   11,320 239
7,061   7,478 -417
10,565   11,540 -975
2,197   2,155 42
1,308   1,385 -77
1,935   2,114 -179
9,258   9,082 176
5,753   6,093 -340
8,526   9,312 -786
2,092   2,052 40
1,308   1,385 -77
1,831   2,000 -169
39,437   38,688 749
24,844   26,310 -1,466
36,770   40,169 -3,399
18,934   18,574 360
12,030   12,740 -710
17,626   19,256 -1,630
4,132   4,053 79
2,615   2,770 -155
3,870   4,228 -358
19,928   19,549 379
12,553   13,294 -741
18,411   20,113 -1,702
575   564 11
262   277 -15
471   514 -43
9,781   9,595 186
6,276   6,647 -371
8,787   9,598 -811
7,846   7,696 150
4,707   4,985 -278
7,166   7,827 -661
20,189   19,806 383
12,553   13,294 -741
18,097   19,770 -1,673
9,781   9,595 186
6,276   6,647 -371
9,101   9,941 -840
10,461   11,176 -715
21,340   20,934 406
13,599   14,401 -802
19,300   21,085 -1,785
2,092   2,052 40
1,569   1,662 -93
1,988   2,171 -183
3,034   2,976 58
1,831   1,939 -108
2,667   2,914 -247
6,015   5,901 114
3,661   3,877 -216
5,492   5,999 -507
5,492   5,388 104
3,400   3,600 -200
4,917   5,370 -453
4,027   3,951 76
2,615   2,770 -155
3,557   3,886 -329
40,902   40,124 778
25,629   27,141 -1,512
37,711   41,198 -3,487
785   770 15
523   554 -31
628   686 -58
1,412   1,385 27
785   831 -46
1,151   1,257 -106
1,360   1,334 26
785   831 -46
1,151   1,257 -106
22,177   21,755 422
14,384   15,232 -848
19,928   21,767 -1,839
2,406   2,360 46
1,308   1,385 -77
2,092   2,285 -193
3,686   3,678 8
11,765   11,738 27
12,942   12,912 30
13,883   13,851 32
2,196   2,191 5
36,080   35,997 83
42,746   42,649 97
30,119   30,050 69
6,824   6,808 16
4,235   4,226 9
153,417   153,066 351
5,961   5,947 14
61,963   61,821 142
73,728   73,559 169
6,275   6,260 15
207,065   206,592 473
7,216   7,199 17
5,255   5,243 12
69,571   69,412 159
38,040   37,954 86
7,137   7,119 18
27,687   27,624 63
44,864   44,762 102
23,295   23,242 53
21,334   21,285 49
84,630   84,437 193
421,111   420,149 962
9,177   9,156 21
159,142   158,779 363
14,432   14,399 33
77,493   77,316 177
3,059   3,052 7
7,843   7,825 18
30,354   30,285 69
1,038   1,042 -4
30,138   21,807 8,331
13,773   9,776 3,997
1,296   769 527
12,153   8,625 3,528
8,103   5,862 2,241
3,079   2,228 851
3,079   2,228 851
3,079   2,228 851
12,155   8,793 3,362
3,079   2,185 894
20,098   14,538 5,560
39,710   28,724 10,986
324   231 93
80,069   57,917 22,152
47,003   34,000 13,003
3,080   1,880 1,200
35,137   25,930 9,207
15,129   11,311 3,818
6,164   4,543 1,621
3,068   2,271 797
3,073   2,271 802
27,682   19,874 7,808
1,582   1,136 446
26,364   18,927 7,437
8,700   6,246 2,454
2,373   1,645 728
6,064   4,353 1,711
23,464   16,845 6,619
7,646   5,301 2,345
527   366 161
791   548 243
9,491   6,814 2,677
135,774   97,475 38,299
2,373   1,645 728
24,518   17,602 6,916
16,873   11,699 5,174
14,236   10,221 4,015
3,691   2,650 1,041
5,536   3,839 1,697
6,855   4,753 2,102
24,782   17,792 6,990
2,109   1,462 647
2,636   1,893 743
11,864   8,517 3,347
4,746   3,008 1,738
1,318   914 404
2,636   1,828 808
79,092   56,782 22,310
11,336   8,139 3,197
2,900   2,011 889
13,709   9,842 3,867
50,882   37,002 13,880
48,773   35,015 13,758
1,582   1,097 485
49,996   35,583 14,413
20,228   14,571 5,657
6,123   4,353 1,770
5,056   3,596 1,460
4,258   3,028 1,230
1,597   1,136 461
50,076   35,394 14,682
20,078   14,195 5,883
10,174   7,192 2,982
2,124   1,462 662
5,329   3,785 1,544
50,171   34,258 15,913
30,221   20,897 9,324
20,240   13,817 6,423
5,265   3,596 1,669
3,047   2,082 965
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       0
b       0
c       0
d       0
e       0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      39
      4
      7
      2
      4
      2
      7
      11
      30
      34
      94
      35
      99
      5
      15
      69
      199
      36
      72
      20
      55
      8
      15
      13
      36
      18
      35
      16
      47
      25
      53
      7
      17
      4
      8
      193
      542
      4
      11
      14
      39
      2
      5
      114
      244
      10
      28
      4
      7
      1
      4
      9
      16
      1
      3
      38
      110
      21
      58
      4
      10
      3
      9
      38
      83
      70
      208
      4
      22
      418
      18
      122
      14
      9
      198
      99
      11
      11
      42
      432
      83
      75
      593
      25
      58
      179
      32
      63
      117
      1,152
      87
      231
      129
      37
      202
      39
      16
      212
      6
      18
      19
      -6
      28
      -66
      -157
      96
      -185
      -410
      1,230
      -2,392
      -5,357
      2,055
      -4,012
      -9,266
      20
      -46
      -88
      209
      -401
      -929
      40
      -77
      -169
      135
      -262
      -610
      239
      -417
      -975
      42
      -77
      -179
      176
      -340
      -786
      40
      -77
      -169
      749
      -1,466
      -3,399
      360
      -710
      -1,630
      79
      -155
      -358
      379
      -741
      -1,702
      11
      -15
      -43
      186
      -371
      -811
      150
      -278
      -661
      383
      -741
      -1,673
      186
      -371
      -840
      -715
      406
      -802
      -1,785
      40
      -93
      -183
      58
      -108
      -247
      114
      -216
      -507
      104
      -200
      -453
      76
      -155
      -329
      778
      -1,512
      -3,487
      15
      -31
      -58
      27
      -46
      -106
      26
      -46
      -106
      422
      -848
      -1,839
      46
      -77
      -193
      8
      27
      30
      32
      5
      83
      97
      69
      16
      9
      351
      14
      142
      169
      15
      473
      17
      12
      159
      86
      18
      63
      102
      53
      49
      193
      962
      21
      363
      33
      177
      7
      18
      69
      -4
      8,331
      3,997
      527
      3,528
      2,241
      851
      851
      851
      3,362
      894
      5,560
      10,986
      93
      22,152
      13,003
      1,200
      9,207
      3,818
      1,621
      797
      802
      7,808
      446
      7,437
      2,454
      728
      1,711
      6,619
      2,345
      161
      243
      2,677
      38,299
      728
      6,916
      5,174
      4,015
      1,041
      1,697
      2,102
      6,990
      647
      743
      3,347
      1,738
      404
      808
      22,310
      3,197
      889
      3,867
      13,880
      13,758
      485
      14,413
      5,657
      1,770
      1,460
      1,230
      461
      14,682
      5,883
      2,982
      662
      1,544
      15,913
      9,324
      6,423
      1,669
      965
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 2 308,474
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2018 1,149,792 21,788,688 0.052770
2017 1,334,614 23,000,737 0.058025
2016 1,251,751 22,015,828 0.056857
2015 1,345,878 22,800,252 0.059029
2014 1,440,800 23,594,033 0.061066
2
Total of line 1, column (d) .....................
2
0.287747
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
0.057549
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5......
4
23,193,667
5
Multiply line 4 by line 3......................
5
1,334,772
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
7,482
7
Add lines 5 and 6........................
7
1,342,254
8
Enter qualifying distributions from Part XII, line 4,.............
8
1,173,285
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2019)
Form 990-PF (2019)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 14,964
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 14,964
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 14,964
6 Credits/Payments:
a 2019 estimated tax payments and 2018 overpayment credited to 2019 6a 28,490
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 28,490
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.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 13,526
11 Enter the amount of line 10 to be: Credited to 2020 estimated taxBullet13,526 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bullet
    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 .Click to see attachment
    8b
     
    No
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2019 or the taxable year beginning in 2019? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletMERIDENFOUNDATION.ORG
    14
    The books are in care ofbulletWEBSTER BANK NA Telephone no.bullet (860) 692-1751

    Located atbullet123 BANK STREETWATERBURYCT ZIP+4bullet06702
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2019?.............
    1c
     
    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?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2019 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2019.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2019?
    4b
     
    No
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
    No
    .........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
    DANTE BARTOLOMEO DISTRIBUTION COMMITTEE
    1.00     		0 0 0
    167 REYNOLDS DR
    MERIDEN,CT06450
    BRUCE BURCHSTED DISTRIBUTION COMMITTEE
    1.00     		0 0 0
    16 SPICE APPLE LANE
    MERIDEN,CT06450
    DAVID LOHMAN DISTRIBUTION COMMITTEE
    1.00     		0 0 0
    156 METACOMET DR
    MERIDEN,CT06450
    WEBSTER BANK NA TRUSTEE
    5.00     		202,591 0 0
    123 BANK STREET
    WATERBURY,CT06702
    COLIN MAHON CHAIR, DISTRIBUTION COMMIT
    1.00     		0 0 0
    636 BROAD ST
    MERIDEN,CT06450
    FRANK RIDLEY DISTRIBUTION COMMITTEE
    1.00     		0 0 0
    22 PARK PLACE
    MERIDEN,CT06451
    JASON TEAL DISTRIBUTION COMMITTEE
    1.00     		0 0 0
    1510 NORTH BROAD ST
    MERIDEN,CT06450
    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 (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.............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 (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
    22,834,151
    b
    Average of monthly cash balances.......................
    1b
    712,719
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    23,546,870
    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
    23,546,870
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    353,203
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    23,193,667
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,159,683
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    1,159,683
    2a
    Tax on investment income for 2019 from Part VI, line 5......
    2a
    14,964
    b
    Income tax for 2019. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    14,964
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,144,719
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,144,719
    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
    1,144,719
    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
    1,173,285
    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
    1,173,285
    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
    1,173,285
    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 1,144,719
    2 Undistributed income, if any, as of the end of 2019:
    a Enter amount for 2018 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2019:
    a From 2014...... 95,693
    b From 2015...... 219,109
    c From 2016...... 160,020
    d From 2017...... 209,139
    e From 2018...... 70,868
    fTotal of lines 3a through e........ 754,829
    4Qualifying distributions for 2019 from Part
    XII, line 4: bullet$ 1,173,285
    a Applied to 2018, 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 2019 distributable amount..... 1,144,719
    e Remaining amount distributed out of corpus 28,566
    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).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 783,395
    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 ..........     		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 2014 not
    applied on line 5 or line 7 (see instructions) ...     		95,693
    9Excess distributions carryover to 2020.
    Subtract lines 7 and 8 from line 6a ......     		687,702
    10 Analysis of line 9:
    a Excess from 2015.... 219,109
    b Excess from 2016.... 160,020
    c Excess from 2017.... 209,139
    d Excess from 2018.... 70,868
    e Excess from 2019.... 28,566
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2019, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2019 (b) 2018 (c) 2017 (d) 2016
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    PAUL M MCAFEE WEBSTER BANK NA
    123 BANK STREET
    WATERBURY,CT06702
    (860) 692-1751
    bThe form in which applications should be submitted and information and materials they should include:
    GRANTS-MUST BE IN WRITING ON ORGANIZATION LETTERHEAD STATING PURPOSE SCHOLARSHIP-NEED PROOF OF QUALIFICATIONS AND COMPLETED APPLICATION
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    REQUESTS SHOULD BENEFIT THE GREATER MERIDEN AREA
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ASH DISBURSEMENTS
    PO BOX 951
    MERIDEN,CT06450     		NONE PUBLIC CHARITY GENERAL USE 8,272
    FIRST UNITED METHODIST CHURCH
    15 PLEASANT STREET
    MERIDEN,CT06450     		NONE PUBLIC CHARITY GENERAL USE 6,400
    MERIDEN YMCA
    110 WEST MAIN STREET
    MERIDEN,CT06451     		NONE PUBLIC CHARITY GENERAL USE 6,400
    MIDSTATE MEDICAL CENTER
    435 LEWIS AVENUE
    MERIDEN,CT06451     		NONE PUBLIC CHARITY GENERAL USE 6,400
    ANIMAL FRIENDS OF CONNECTICUT
    151 MOHEGAN DR
    WEST HARTFORD,CT06117     		NONE PUBLIC CHARITY GENERAL USE 1,600
    ANIMAL PROTECTION INSTITURE
    PO BOX 22505
    SACRAMENTO,CA95822     		NONE PUBLIC CHARITY GENERAL USE 1,600
    ASSOCIATED HUMANE SOCIETIES
    124 EVERGREEN AVENUE
    NEWARK,NJ07114     		NONE PUBLIC CHARITY GENERAL USE 1,600
    BEST FRIENDS ANIMAL SANCUTARY
    5001 ANGEL CANYON RD
    KANAB,UT84741     		NONE PUBLIC CHARITY GENERAL USE 1,600
    DEDICATED AND EVERLASTING LOVE TO ANIMALS
    PO BOX 9
    GLENDALE,CA91209     		NONE PUBLIC CHARITY GENERAL USE 1,600
    FARM SANCUTARY
    PO BOX 150
    WAKINS GLEN,NY14891     		NONE PUBLIC CHARITY GENERAL USE 1,600
    GORILLA FOUNDATION
    PO BOX 620530
    WOODSIDE,CA94062     		NONE PUBLIC CHARITY GENERAL USE 1,600
    HUMANE FARMING ASSOC
    76 BELVEDERE STREET
    SAN RAFAEL,CA94901     		NONE PUBLIC CHARITY GENERAL USE 1,600
    INTERNATIONAL FUND FOR ANIMAL WELFARE
    765 ATTUCKS LANE
    HYANNIS,MA02601     		NONE PUBLIC CHARITY GENERAL USE 1,600
    MASSACHUSETTS SOCIETY FOR PCA
    350 SOUTH HUNTINGTON AVENUE
    BOSTON,MA02130     		NONE PUBLIC CHARITY GENERAL USE 1,600
    PETA
    501 FRONT STREET
    NORFOLK,VA23510     		NONE PUBLIC CHARITY GENERAL USE 1,600
    THE OCEAN CONSERVANCY
    2029 K STREET NW
    WASHINGTON,DC20006     		NONE PUBLIC CHARITY GENERAL USE 1,600
    WILD BURRO RESCUE
    20066 WALKER CREEK PO BOX 10
    OLANCHA,CA93549     		NONE PUBLIC CHARITY GENERAL USE 1,600
    WORLD SOCIETY FOR THE PROTECTION OF ANIMALS
    34 DELOSS STREET
    FRAMINGHAM,MA01702     		NONE PUBLIC CHARITY GENERAL USE 1,600
    CONN FIRE DEPT INSTRUCTORS ASSCO
    1 FISCHER ROAD
    HARTFORD,CT06120     		NONE PUBLIC CHARITY GENERAL USE 1,700
    BAZZANO MICHAEL
    185 ASYLUM STREET
    HARTFORD,CT06103     		NONE N/A SCHOLARSHIP 1,700
    BRIGHAM CHRISTOPHER
    185 ASYLUM STREET
    HARTFORD,CT06103     		NONE N/A SCHOLARSHIP 1,700
    DUFFY MICHAEL
    185 ASYLUM STREET
    HARTFORD,CT06103     		NONE N/A SCHOLARSHIP 1,700
    HATHAWAY AUSTIN
    185 ASYLUM STREET
    HARTFORD,CT06103     		NONE N/A SCHOLARSHIP 1,700
    SIMMONS MICHAEL
    185 ASYLUM STREET
    HARTFORD,CT06103     		NONE N/A SCHOLARSHIP 1,700
    MERIDEN PUBLIC LIBRARY
    105 MILLER STREET
    MERIDEN,CT06450     		NONE PUBLIC CHARITY GENERAL USE 1,000
    BEAT THE STREET COMMUNITY CENTER
    121 S COLONY STREET
    MERIDEN,CT06450     		NONE PUBLIC CHARITY GENERAL 20,000
    BOYS & GIRLS CLUB OF MERIDEN
    15 LINCOLN STREET
    MERIDEN,CT06451     		NONE PUBLIC CHARITY GENERAL 15,000
    BALL HEADZ INC
    55 WEST MAIN ST
    MERIDEN,CT06451     		NONE PUBLIC CHARITY GENERAL 3,000
    CONNECTICUT LEGAL SERVICES
    62 WASHINGTON ST
    MIDDLETOWN,CT06457     		NONE PUBLIC CHARITY GENERAL 10,000
    COUNCIL OF NEIGHBORHOODS
    77 OAK STREET
    MERIDEN,CT06450     		NONE PUBLIC CHARITY GENERAL 2,000
    GIRLS INC
    130 LINCOLN STREET
    MERIDEN,CT06451     		NONE PUBLIC CHARITY GENERAL 20,000
    GUS ROBOTICS TEAM
    121 GRAVEL STREET
    MERIDEN,CT06450     		NONE PUBLIC CHARITY GENERAL 9,000
    IN A HEARTBEAT INC
    30 DUTTON STREET
    WALLINGFORD,CT06492     		NONE PUBLIC CHARITY GENERAL 2,000
    CHILD GUIDANCE CLINIC FOR CENTRAL CT
    384PRATT STREET
    MERIDEN,CT06450     		NONE PUBLIC CHARITY GENERAL 15,000
    LITERACY VOLUNTEERS
    14 WEST MAIN STREET
    MERIDEN,CT06451     		NONE PUBLIC CHARITY GENERAL 13,000
    FRIENDS OF THE MERIDEN PUBLIC LIBRARY
    105 MILLER STREET
    MERIDEN,CT06450     		NONE PUBLIC CHARITY GENERAL 13,000
    MERIDEN FARMERS MARKET
    62 CEDAR STREET
    MERIDEN,CT06450     		NONE PUBLIC CHARITY GENERAL 9,000
    MERIDEN SOUP KITCHEN
    PO BOX 2138
    MERIDEN,CT06450     		NONE PUBLIC CHARITY GENERAL 15,000
    MERIDEN YMCA
    127 EAST MAIN STREET
    MERIDEN,CT06450     		NONE PUBLIC CHARITY GENERAL 5,000
    OUR HOUSE MERIDEN INC
    17 NORTH STREET
    MERIDEN,CT06451     		NONE PUBLIC CHARITY GENERAL 3,000
    SKILLS CAMP INC
    36 BUTTERNUT LANE
    MERIDEN,CT06450     		NONE PUBLIC CHARITY GENERAL 7,000
    NEW OPPORTUNITIES INC
    74 CAMBRIDGE ST
    MERIDEN,CT06450     		NONE PUBLIC CHARITY GENERAL 20,000
    PLANNED PARENTHOOD OF SOUTHERN NEW ENGLAND
    345 WHITNEY AVENUE
    NEW HAVEN,CT06511     		NONE PUBLIC CHARITY GENERAL 10,000
    SOCIAL SABBY SPONSORSHIPS INC
    444 LIBERTY STREET
    MERIDEN,CT06450     		NONE PUBLIC CHARITY GENERAL 5,000
    FESTIVALS IN MERIDEN
    142 E MAIN STREET
    MERIDEN,CT06450     		NONE PUBLIC CHARITY GENERAL 2,000
    SPECIAL OLYMPICS CONNECTICUT
    2666 STATE STREET 1
    HAMDEN,CT06517     		NONE PUBLIC CHARITY GENERAL 2,000
    UNITED WAY OF MDN & WLFD INC
    35 PLEASANT STREET 1E
    MERIDEN,CT06450     		NONE PUBLIC CHARITY GENERAL 15,000
    WOMEN AND FAMILIES CENTER
    100 RIVERVIEW CENTER 150
    MIDDLETOWN,CT06457     		NONE PUBLIC CHARITY GENERAL 5,000
    WORKFORCE ALLIANCE
    87 WEST MAIN STREET
    MERIDEN,CT06451     		NONE PUBLIC CHARITY GENERAL 3,000
    SUMMER CAMPERSHIP FUND
    35 PLEASANT STREET STE 1E
    MERIDEN,CT06450     		NONE PUBLIC CHARITY GENERAL 10,000
    MASONIC CHARITY FOUNDATION
    PO BOX 70
    MERIDEN,CT06451     		NONE PUBLIC CHARITY GENERAL 3,000
    MERIDEN JEWISH WELFARE FUND
    PO BOX 70
    WALLINGFORD,CT06492     		NONE PUBLIC CHARITY GENERAL 3,000
    MERIDEN YMCA
    127 EAST MAIN STREET
    MERIDEN,CT06450     		NONE PUBLIC CHARITY GENERAL 3,000
    MERIDEN PUBLIC LIBRARY
    105 MILLER STREET
    MERIDEN,CT06450     		NONE PUBLIC CHARITY GENERAL USE 28,000
    AMERICAN CANCER SOCIETY
    PO BOX 720366
    OKLAHOMA CITY,OK73172     		NONE PUBLIC CHARITY GENERAL USE 940
    AMERICAN LUNG ASSOCIATION OF CT
    45 ASH STREET
    EAST HARTFORD,CT06108     		NONE PUBLIC CHARITY GENERAL USE 940
    BRD OF WORLD MISSION OF EVANG COVENANT CHURCH
    5101 NO FRANSISCO AVENUE
    CHICAGO,IL60625     		NONE PUBLIC CHARITY GENERAL USE 940
    COVENANT HOME
    MISSIONARY ROAD
    CROMWELL,CT06416     		NONE PUBLIC CHARITY GENERAL USE 940
    FIRST CONGREGATIONAL CHURCH
    62 COLONY STREET
    MERIDEN,CT06451     		NONE PUBLIC CHARITY GENERAL USE 940
    NATIONAL FEDERATION OF THE BLIND CT
    477 CONNECTICUT BLVD
    EAST HARTFORD,CT06108     		NONE PUBLIC CHARITY GENERAL USE 940
    FIRST BAPTIST CHURCH
    460 BROAD STREET
    MERIDEN,CT06450     		NONE PUBLIC CHARITY GENERAL USE 23,000
    MERIDEN BOYS & GIRLS CLUB
    15 LINCOLN STREET
    MERIDEN,CT06451     		NONE PUBLIC CHARITY GENERAL USE 15,000
    MERIDEN YMCA
    110 WEST MAIN STREET
    MERIDEN,CT06451     		NONE PUBLIC CHARITY GENERAL USE 15,000
    MIDSTATE MEDICAL CENTER
    435 LEWIS AVENUE
    MERIDEN,CT06451     		NONE PUBLIC CHARITY GENERAL USE 43,000
    MISC
    185 ASYLUM STREET
    HARTFORD,CT06103     		NONE N/A GENERAL USE 6,000
    MIDSTATE MEDICAL CENTER
    435 LEWIS AVENUE
    MERIDEN,CT06451     		NONE PUBLIC CHARITY GENERAL USE 2,600
    OUR LADY OF MT CARMEL CHURCH
    109 GOODWILL AVENUE
    MERIDEN,CT06451     		NONE PUBLIC CHARITY GENERAL USE 5,200
    AMERICAN CANCER SOCIETY
    PO BOX 720366
    OKLAHOMA CITY,OK73172     		NONE PUBLIC CHARITY GENERAL USE 12,500
    AMERICAN HEART ASSOCIATION
    122 EAST 42BD ST 18TH FL
    NEW YORK,NY10168     		NONE PUBLIC CHARITY GENERAL USE 12,500
    AMERICAN LUNG ASSOCIATION OF CT
    45 ASH STREET
    EAST HARTFORD,CT06108     		NONE PUBLIC CHARITY GENERAL USE 12,500
    AMERICAN RED CROSS
    144 SOUTH MAIN STREET
    WALLINGFORD,CT06492     		NONE PUBLIC CHARITY GENERAL USE 12,500
    CHURCH OF THE HOLY ANGELS
    915 MAIN STREET
    MERIDEN,CT06451     		NONE PUBLIC CHARITY GENERAL USE 2,500
    CONN CHILDRENS MEDICAL CENTER
    12 CHARTER OAK PLACE
    HARTFORD,CT06106     		NONE PUBLIC CHARITY GENERAL USE 12,500
    EASTER SEAL REHABILITATION
    158 STATE STREET
    MERIDEN,CT06450     		NONE PUBLIC CHARITY GENERAL USE 12,500
    GAYLORD HOSPITAL
    GAYLORD FARM ROAD
    WALLINGFORD,CT06492     		NONE PUBLIC CHARITY GENERAL USE 12,500
    MERIDEN BOYS & GIRLS CLUB
    15 LINCOLN STREET
    MERIDEN,CT06451     		NONE PUBLIC CHARITY GENERAL USE 12,500
    MERIDEN GIRLS CLUB
    130 LINCOLN STREET
    MERIDEN,CT06451     		NONE PUBLIC CHARITY GENERAL USE 12,500
    MIDSTATE MEDICAL CENTER
    435 LEWIS AVENUE
    MERIDEN,CT06451     		NONE PUBLIC CHARITY GENERAL USE 25,000
    OUR LADY QUEEN OF ANGELS PARISH
    109 GOODWILL AVENUE
    MERIDEN,CT06451     		NONE PUBLIC CHARITY GENERAL USE 25,000
    SALVATION ARMY
    PO BOX 234
    MERIDEN,CT06450     		NONE PUBLIC CHARITY GENERAL USE 12,500
    ST LAURENT
    109 GOODWILL AVENUE
    MERIDEN,CT06451     		NONE PUBLIC CHARITY GENERAL USE 2,500
    ST MARY'S CHURCH CORP
    5 SHERMAN PLACE
    MERIDEN,CT06451     		NONE PUBLIC CHARITY GENERAL USE 1,875
    ST ROSE ROMAN CATHOLIC CHURCH
    35 CENTER STREET
    MERIDEN,CT06450     		NONE PUBLIC CHARITY GENERAL USE 2,500
    ST STANISLAUS CHURCH
    82 AKRON STREET
    MERIDEN,CT06450     		NONE PUBLIC CHARITY GENERAL USE 2,500
    TRINITY COLLEGE
    300 SUMMITT STREET
    HARTFORD,CT06106     		NONE PUBLIC CHARITY GENERAL USE 25,000
    UNITED WAY OF MDN & WLFD
    35 PLEASANT ST SUITE 1E
    MERIDEN,CT06450     		NONE PUBLIC CHARITY GENERAL USE 12,500
    YALE LAW SCHOOL ANNUAL FUND
    PO BOX 208214
    NEW HAVEN,CT06520     		NONE PUBLIC CHARITY GENERAL USE 25,000
    SALVE REGINA UNIVERSITY ON BEHALF OF DROST SKYLAR
    100 OCHRE POINT AVENUE
    NEWPORT,RI02840     		NONE N/A SCHOLARSHIP 2,000
    UNIVERSITY OF CONNECTICUT ON BEHALF OF FLIS AMY
    233 GLENBROOK ROAD - UNIT 4100
    STORRS,CT06269     		NONE N/A SCHOLARSHIP 2,000
    FIRST BAPTIST CHURCH
    460 BROAD STREET
    MERIDEN,CT06450     		NONE PUBLIC CHARITY GENERAL USE 5,200
    MERIDEN HUMANE SOCIETY
    PO BOX 4094
    WALLINGFORD,CT06492     		NONE PUBLIC CHARITY GENERAL USE 5,200
    MERIDEN PUBLIC LIBRARY
    105 MILLER STREET
    MERIDEN,CT06450     		NONE PUBLIC CHARITY GENERAL USE 5,200
    NEW BRITAIN PUBLIC LIBRARY
    20 HIGH STREET
    NEW BRITAIN,CT06051     		NONE PUBLIC CHARITY GENERAL USE 5,200
    SCSU FOUNDATION
    501 CRESENT STREET
    NEW HAVEN,CT06515     		NONE PUBLIC CHARITY GENERAL USE 5,200
    IMMANUEL LUTHERAN CHURCH
    154 MEADOW STREET
    BRISTOL,CT06010     		NONE PUBLIC CHARITY GENERAL USE 24,000
    SHRINERS BURNS HOSPITAL BOSTON
    51 BLOSSOM STREET
    BOSTON,MA02114     		NONE PUBLIC CHARITY GENERAL USE 12,000
    SHRINERS HOSPITAL
    51 BLOSSOM STREET
    BOSTON,MA02114     		NONE PUBLIC CHARITY GENERAL USE 12,000
    BENTLEY UNIVERSITY ON BEHALF OF CLANCY AIDAN
    175 FOREST STREET
    WALTHAM,MA02452     		NONE N/A SCHOLARSHIP 5,000
    BENTLEY UNIVERSITY ON BEHALF OF DONLON KELLY
    175 FOREST STREET
    WALTHAM,MA02452     		NONE N/A SCHOLARSHIP 5,000
    BENTLEY UNIVERSITY ON BEHALF OF FLORES-DOMINGUEZ JACK
    175 FOREST STREET
    WALTHAM,MA02452     		NONE N/A SCHOLARSHIP 5,000
    CENTRAL CONNECTICUT STATE UNIVERSITY ON BEHALF OF WELCH DEVIN
    PO BOX 4010
    NEW BRITAIN,CT06050     		NONE N/A SCHOLARSHIP 5,000
    CENTRAL CONNECTICUT STATE UNIVERSITY ON BEHALF OF ELDERKIN EMILY
    PO BOX 4010
    NEW BRITAIN,CT06050     		NONE N/A SCHOLARSHIP 5,000
    CLARK UNIVERSITY ON BEHALF OF SPITZFADEN CRYSTA
    950 MAIN STREET
    WORCESTER,MA01610     		NONE N/A SCHOLARSHIP 2,500
    COLLEGE OF THE HOLY CROSS ON BEHALF OF RIDDLE DEANDRE
    1 COLLEGE STREET
    WORCESTER,MA01610     		NONE N/A SCHOLARSHIP 5,000
    CORNELL UNIVERSITY ON BEHALF OF WROBEL MAXWELL
    260 DAY HALL
    ITHACA,NY14853     		NONE N/A SCHOLARSHIP 5,000
    EASTERN FLORIDA STATE COLLEGE ON BEHALF OF EDWARDS OLIVIA
    1519 CLEARLAKE ROAD
    COCOA,FL32922     		NONE N/A SCHOLARSHIP 5,000
    ENDICOTT COLLEGE ON BEHALF OF LAURENZA LEAH
    376 HALE ST
    BEVERLY,MA01915     		NONE N/A SCHOLARSHIP 5,000
    FAIRFIELD UNIVERSITY ON BEHALF OF CHARPENTIER PHOEBE
    1073 NORTH BENSON ROAD
    FAIRFIELD,CT06824     		NONE N/A SCHOLARSHIP 5,000
    FAIRFIELD UNIVERSITY ON BEHALF OF CLANCY MADISIN
    1073 NORTH BENSON ROAD
    FAIRFIELD,CT06824     		NONE N/A SCHOLARSHIP 5,000
    IONA COLLEGE ON BEHALF OF SANTOS OLIVIA
    715 NORTH AVENUE
    NEW ROCHELLE,NY10801     		NONE N/A SCHOLARSHIP 5,000
    MANHATTAN COLLEGE ON BEHALF OF FRAZZA ISABEL
    4513 MANHATTEN COLLEGE PKWY
    BRONX,NY10471     		NONE N/A SCHOLARSHIP 5,000
    MARIST COLLEGE ON BEHALF OF KHANBABAEVA SHAKHODAT
    3399 NORTH ROAD
    POUGHKEEPSIE,NY12601     		NONE N/A SCHOLARSHIP 5,000
    MIAMI UNIVERSITY ON BEHALF OF CARNOT DEMETRE
    301 S CAMPUS AVE
    OXFORD,OH45056     		NONE N/A SCHOLARSHIP 5,000
    NAUGATUCK VALLEY COMMUNITY COLLEGE ON BEHALF OF KEENE BRYAN
    KINNEY HALL 750 CHASE PARKWAY
    WATERBURY,CT06708     		NONE N/A SCHOLARSHIP 2,500
    NORTHEASTERN UNIVERSITY ON BEHALF OF GALOTTI GILLIAN
    360 HUNTINGTON AVENUE
    BOSTON,MA02115     		NONE N/A SCHOLARSHIP 5,000
    PROVIDENCE COLLEGE ON BEHALF OF MUDRY GEOFFREY
    549 RIVER AVENUE
    PROVIDENCE,RI02918     		NONE N/A SCHOLARSHIP 5,000
    QUINNIPIAC UNIVERSITY ON BEHALF OF MCCLURE MARLEY
    275 MOUNT CARMEL AVENUE
    HAMDEN,CT06518     		NONE N/A SCHOLARSHIP 5,000
    QUINNIPIAC UNIVERSITY ON BEHALF OF MURPHY DEVIN
    275 MOUNT CARMEL AVENUE
    HAMDEN,CT06518     		NONE N/A SCHOLARSHIP 5,000
    QUINNIPIAC UNIVERSITY ON BEHALF OF PAPPAS BRYANNE
    275 MOUNT CARMEL AVENUE
    HAMDEN,CT06518     		NONE N/A SCHOLARSHIP 5,000
    QUINNIPIAC UNIVERSITY ON BEHALF OF PATEL ZEEL
    275 MOUNT CARMEL AVENUE
    HAMDEN,CT06518     		NONE N/A SCHOLARSHIP 5,000
    RENSSELAER POLYTECHNIC INSTITUTE ON BEHALF OF GOODMAN JONATHAN
    110 8TH ST
    TROY,NY12180     		NONE N/A SCHOLARSHIP 5,000
    SALVE REGINA UNIVERSITY ON BEHALF OF DIMELLA BRENNA
    100 OCHRE POINT AVENUE
    NEWPORT,RI02840     		NONE N/A SCHOLARSHIP 5,000
    SOUTHERN CONNECTICUT STATE UNIVERSITY ON BEHALF OF HERNANDEZ YESENIA
    501 CRESENT STREET
    NEW HAVEN,CT06515     		NONE N/A SCHOLARSHIP 5,000
    SPRINGFIELD COLLEGE ON BEHALF OF JIMENEZ KASEY
    263 ALDEN STREET
    SPRINGFIELD,MA01109     		NONE N/A SCHOLARSHIP 5,000
    ST JOHN'S UNIVERSITY ON BEHALF OF MALONEY REGAN
    8000 UTOPIA PKWY
    JAMAICA,NY11439     		NONE N/A SCHOLARSHIP 5,000
    STANFORD UNIVERSITY ON BEHALF OF VERDIN RICHARD
    450 SERRA MALL
    STANFORD,CA94305     		NONE N/A SCHOLARSHIP 5,000
    UNIVERSITY OF CONNECTICUT ON BEHALF OF ACEVES KATHERINE
    233 GLENBROOK ROAD - UNIT 4100
    STORRS,CT06269     		NONE N/A SCHOLARSHIP 5,000
    UNIVERSITY OF CONNECTICUT ON BEHALF OF BETUN JOCELYNE
    233 GLENBROOK ROAD - UNIT 4100
    STORRS,CT06269     		NONE N/A SCHOLARSHIP 5,000
    UNIVERSITY OF CONNECTICUT ON BEHALF OF COLEMAN DANIEL
    233 GLENBROOK ROAD - UNIT 4100
    STORRS,CT06269     		NONE N/A SCHOLARSHIP 5,000
    UNIVERSITY OF CONNECTICUT ON BEHALF OF COLEMAN EMILY
    233 GLENBROOK ROAD - UNIT 4100
    STORRS,CT06269     		NONE N/A SCHOLARSHIP 5,000
    UNIVERSITY OF CONNECTICUT ON BEHALF OF BAHREM MATTHEW
    233 GLENBROOK ROAD - UNIT 4100
    STORRS,CT06269     		NONE N/A SCHOLARSHIP 5,000
    UNIVERSITY OF CONNECTICUT ON BEHALF OF DEFRANCESCO JAKE
    233 GLENBROOK ROAD - UNIT 4100
    STORRS,CT06269     		NONE N/A SCHOLARSHIP 5,000
    UNIVERSITY OF CONNECTICUT ON BEHALF OF FERDUS SHAHARIA
    233 GLENBROOK ROAD - UNIT 4100
    STORRS,CT06269     		NONE N/A SCHOLARSHIP 5,000
    UNIVERSITY OF CONNECTICUT ON BEHALF OF FILIPPIDES KATHRYN
    233 GLENBROOK ROAD - UNIT 4100
    STORRS,CT06269     		NONE N/A SCHOLARSHIP 5,000
    UNIVERSITY OF CONNECTICUT ON BEHALF OF BETTS ISAAC
    233 GLENBROOK ROAD - UNIT 4100
    STORRS,CT06269     		NONE N/A SCHOLARSHIP 5,000
    UNIVERSITY OF CONNECTICUT ON BEHALF OF HAMDAN MUHAMMAD
    233 GLENBROOK ROAD - UNIT 4100
    STORRS,CT06269     		NONE N/A SCHOLARSHIP 5,000
    UNIVERSITY OF CONNECTICUT ON BEHALF OF DOYON KALLAN
    233 GLENBROOK ROAD - UNIT 4100
    STORRS,CT06269     		NONE N/A SCHOLARSHIP 5,000
    UNIVERSITY OF CONNECTICUT ON BEHALF OF LOPEZ ANGELIQUE
    233 GLENBROOK ROAD - UNIT 4100
    STORRS,CT06269     		NONE N/A SCHOLARSHIP 5,000
    UNIVERSITY OF CONNECTICUT ON BEHALF OF LOPEZ ERIKA
    233 GLENBROOK ROAD - UNIT 4100
    STORRS,CT06269     		NONE N/A SCHOLARSHIP 5,000
    UNIVERSITY OF CONNECTICUT ON BEHALF OF MERCURIO LINDSEY
    233 GLENBROOK ROAD - UNIT 4100
    STORRS,CT06269     		NONE N/A SCHOLARSHIP 5,000
    UNIVERSITY OF CONNECTICUT ON BEHALF OF MICHONSKI MICHAEL
    233 GLENBROOK ROAD - UNIT 4100
    STORRS,CT06269     		NONE N/A SCHOLARSHIP 2,500
    UNIVERSITY OF CONNECTICUT ON BEHALF OF PATEL ISHANI
    233 GLENBROOK ROAD - UNIT 4100
    STORRS,CT06269     		NONE N/A SCHOLARSHIP 5,000
    UNIVERSITY OF CONNECTICUT ON BEHALF OF PATHANIA KELLY
    233 GLENBROOK ROAD - UNIT 4100
    STORRS,CT06269     		NONE N/A SCHOLARSHIP 5,000
    UNIVERSITY OF CONNECTICUT ON BEHALF OF RUBEN BENJAMIN
    233 GLENBROOK ROAD - UNIT 4100
    STORRS,CT06269     		NONE N/A SCHOLARSHIP 5,000
    UNIVERSITY OF CONNECTICUT ON BEHALF OF SANDERS ERIK
    233 GLENBROOK ROAD - UNIT 4100
    STORRS,CT06269     		NONE N/A SCHOLARSHIP 5,000
    UNIVERSITY OF CONNECTICUT ON BEHALF OF VARGAS LEANNA
    233 GLENBROOK ROAD - UNIT 4100
    STORRS,CT06269     		NONE N/A SCHOLARSHIP 5,000
    UNIVERSITY OF CONNECTICUT ON BEHALF OF VU KIM
    233 GLENBROOK ROAD - UNIT 4100
    STORRS,CT06269     		NONE N/A SCHOLARSHIP 5,000
    UNIVERSITY OF CONNECTICUT ON BEHALF OF WOLTHER RACHEL
    233 GLENBROOK ROAD - UNIT 4100
    STORRS,CT06269     		NONE N/A SCHOLARSHIP 5,000
    UNIVERSITY OF HARTFORD ON BEHALF OF HOFFAMN ALISSA
    200 BLOOMFIELD AVENUE
    HARTFORD,CT06117     		NONE N/A SCHOLARSHIP 5,000
    UNIVERSITY OF MASSACHUSETTS AMHERST ON BEHALF OF PAPALLO MADISON
    181 PRESIDENTS DR
    AMHERST,MA01003     		NONE N/A SCHOLARSHIP 5,000
    UNIVERSITY OF NEVADA LAS VEGAS ON BEHALF OF BOULAY BRIANNA
    4505 S MARYLAND PARKWAY
    LAS VEGAS,NV89154     		NONE N/A SCHOLARSHIP 5,000
    UNIVERSITY OF NEW HAVEN ON BEHALF OF GANTER MAX
    300 BOSTON POST ROAD
    WEST HAVEN,CT06516     		NONE N/A SCHOLARSHIP 5,000
    UNIVERSITY OF NEW HAVEN ON BEHALF OF GOLEBIEWSKI ZACKARY
    300 BOSTON POST ROAD
    WEST HAVEN,CT06516     		NONE N/A SCHOLARSHIP 5,000
    UNIVERSITY OF NEW HAVEN ON BEHALF OF SANTOS YARISEL
    300 BOSTON POST ROAD
    WEST HAVEN,CT06516     		NONE N/A SCHOLARSHIP 5,000
    UNIVERSITY OF ST JOSEPH ON BEHALF OF CARNOT DOMONIQUE
    1678 ASYLUM AVENUE
    WEST HARTFORD,CT06177     		NONE N/A SCHOLARSHIP 5,000
    UNIVERSITY OF ST JOSEPH ON BEHALF OF MAYHEW CAITLYN
    1678 ASYLUM AVENUE
    WEST HARTFORD,CT06177     		NONE N/A SCHOLARSHIP 5,000
    UNIVERSITY OF TAMPA ON BEHALF OF NOWICKY KADEE
    401 W KENNEDY BLVD BOX L
    TAMPA,FL33606     		NONE N/A SCHOLARSHIP 5,000
    VILLANOVA UNIVERSITY ON BEHALF OF MALONEY RILEY
    800 LANCASTER AVE
    VILLANOVA,PA19085     		NONE N/A SCHOLARSHIP 5,000
    VILLANOVA UNIVERSITY ON BEHALF OF QUINN AISLINN
    800 LANCASTER AVE
    VILLANOVA,PA19085     		NONE N/A SCHOLARSHIP 5,000
    WORCESTER POLYTECHNIC INST ON BEHALF OF URYASE MADELYN
    100 INSTITUTE ROAD
    WORCESTER,MA01609     		NONE N/A SCHOLARSHIP 5,000
    YALE UNIVERSITY ON BEHALF OF GERME CAMERON
    PO BOC 208232
    NEW HAVEN,CT06520     		NONE N/A SCHOLARSHIP 5,000
    VAILLANCOURT SABRINA
    185 ASYLUM STREET
    HARTFORD,CT06103     		NONE N/A SCHOLARSHIP 1,000
    UNIVERSITY OF CONNECTICUT ON BEHALF OF ESPOSITO JACOB
    233 GLENBROOK ROAD - UNIT 4100
    STORRS,CT06269     		NONE N/A SCHOLARSHIP 3,000
    UNIVERSITY OF CONNECTICUT ON BEHALF OF ORELLANA YAZMINE
    233 GLENBROOK ROAD - UNIT 4100
    STORRS,CT06269     		NONE N/A SCHOLARSHIP 3,000
    Total .................................bullet 3a 1,093,387
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 42  
    4 Dividends and interest from securities....     14 583,572  
    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 ............     		    14 308,474  
    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).. 0 892,088 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    892,088
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2019)
    Additional Data


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    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description