-
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
11-01-2019
, and ending
10-31-2020
Name of foundation
BRIDGEWOOD FIELDWATER FOUNDATION
C/O NED W BANDLER
Number and street (or P.O. box number if mail is not delivered to street address)
280 NORTHROP STREET
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BRIDGEWATER
,
CT
06752
A Employer identification number
06-6419997
B
Telephone number (see instructions)
(860) 350-4921
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)
$
3,489,415
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
4
Dividends and interest from securities
...
57,025
57,025
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
-48,937
b
Gross sales price for all assets on line 6a
299,111
7
Capital gain net income (from Part IV, line 2)
...
0
8
Net short-term capital gain
.........
9
Income modifications
...........
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
....
c
Gross profit or (loss) (attach schedule)
.....
11
Other income (attach schedule)
.......
12
Total.
Add lines 1 through 11
........
8,088
57,025
13
Compensation of officers, directors, trustees, etc.
0
0
0
14
Other employee salaries and wages
......
15
Pension plans, employee benefits
.......
16a
Legal fees (attach schedule)
.........
b
Accounting fees (attach schedule)
.......
1,200
0
0
c
Other professional fees (attach schedule)
....
37,132
0
0
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
661
0
0
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
297
0
0
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
39,290
0
0
25
Contributions, gifts, grants paid
.......
151,270
151,270
26
Total expenses and disbursements.
Add lines 24 and 25
190,560
0
151,270
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-182,472
b
Net investment income
(if negative, enter -0-)
57,025
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
.............
28,504
45,707
45,707
2
Savings and temporary cash investments
.........
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
..........
10a
Investments—U.S. and state government obligations (attach schedule)
b
Investments—corporate stock (attach schedule)
.......
1,408,779
1,209,104
3,443,708
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)
..........
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
1,437,283
1,254,811
3,489,415
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
...........
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
........
0
0
27
Paid-in or capital surplus, or land, bldg., and equipment fund
0
0
28
Retained earnings, accumulated income, endowment, or other funds
1,437,283
1,254,811
29
Total net assets or fund balances
(see instructions)
.....
1,437,283
1,254,811
30
Total liabilities and net assets/fund balances
(see instructions)
.
1,437,283
1,254,811
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
1,437,283
2
Enter amount from Part I, line 27a
.....................
2
-182,472
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3
..........................
4
1,254,811
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
1,254,811
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
VIACOMCBS INC-2900 SH
P
2018-02-16
2020-04-13
b
ROBERT HALF INTL INC-1425 SH
P
2016-06-15
2020-04-13
c
ENBRIDGE INC-2025 SH
P
2018-12-24
2020-04-13
d
ALLY FINL INC-1500 SH
P
2018-12-24
2020-06-25
e
ALLY FINL INC-1700 SH
P
2015-12-11
2020-06-25
APPLE INC-155 SH
P
2011-06-15
2020-08-17
(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
46,578
160,988
-114,410
b
58,301
55,025
3,276
c
58,123
60,381
-2,258
d
30,099
31,598
-1,499
e
34,112
32,799
1,313
71,898
7,257
64,641
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
-114,410
b
3,276
c
-2,258
d
-1,499
e
1,313
64,641
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
-48,937
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
156,099
3,089,518
0.050525
2017
146,801
3,195,014
0.045947
2016
137,918
2,981,833
0.046253
2015
139,583
2,825,677
0.049398
2014
130,995
2,941,906
0.044527
2
Total
of line 1, column (d)
.....................
2
0.236650
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
0.047330
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
3,351,304
5
Multiply line 4 by line 3
......................
5
158,617
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
570
7
Add lines 5 and 6
........................
7
159,187
8
Enter qualifying distributions from Part XII, line 4
,.............
8
151,270
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
1,141
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
1,141
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
1,141
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
0
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
0
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
16
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
1,157
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
Refunded
11
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign?
....................
1a
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition)
.................................
1b
No
If the answer is "Yes" to
1a
or
1b,
attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file
Form 1120-POL
for this year?
.....................
1c
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1)
On the foundation.
$
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
No
7
Did the foundation have at least $5,000 in assets at any time during the year?
If "Yes," complete Part II, col. (c),
and Part XV.
.................................
7
Yes
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
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
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 address
N/A
14
The books are in care of
NED W BANDLER
Telephone no.
(860) 350-4921
Located at
280 NORTHROP STREET
BRIDGEWATER
CT
ZIP+4
06752
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
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
NED W BANDLER
TRUSTEE
0.00
0
0
0
280 NORTHROP STREET
BRIDGEWATER
,
CT
06752
JEAN T D BANDLER
TRUSTEE
0.00
0
0
0
280 NORTHROP STREET
BRIDGEWATER
,
CT
06752
JOHN BANDLER
TRUSTEE
0.00
0
0
0
350 ALBANY STREET APT 7D
NEW YORK
,
NY
10013
GAIL E BANDLER
TRUSTEE
0.00
0
0
0
350 ALBANY STREET APT 7D
NEW YORK
,
NY
10013
REBECCA W HOLCOMBE
TRUSTEE
0.00
0
0
0
159 TILDEN HILL ROAD
NORWICH
,
VT
05055
JAMES BANDLER
TRUSTEE
0.00
0
0
0
159 TILDEN HILL ROAD
NORWICH
,
VT
05055
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
...................
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
3,356,554
b
Average of monthly cash balances
.......................
1b
45,785
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
3,402,339
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
3,402,339
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
51,035
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
3,351,304
6
Minimum investment return.
Enter 5% of line 5
..................
6
167,565
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
167,565
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
1,141
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
1,141
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
166,424
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
166,424
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
166,424
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
151,270
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
151,270
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
151,270
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
166,424
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
149,767
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:
$
151,270
a
Applied to 2018, but not more than line 2a
149,767
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
.....
1,503
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
..........
164,921
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).)
NED W BANDLER
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
ACHILLES TRACK CLUB
42 WEST 38TH ST
NEW YORK
,
NY
10018
NONE
FOUNDATION
EDUCATIONAL
250
ADLAI STEVENSON CENTER OF DEMOCRACY
2117 NO FREMONT
CHICAGO
,
IL
60614
NONE
FOUNDATION
GENERAL
200
AMERICAN CIVIL LIBERTIES FOUNDATION
125 BROAD STREET
NEW YORK
,
NY
10005
NONE
FOUNDATION
GENERAL
1,000
AMERICAN FRIENDS SERVICE COMMITTEE
1501 CHERRY ST
PHILADELPHIA
,
PA
19102
NONE
FOUNDATION
GENERAL
5,000
AMERICAN MUSEUM OF NATURAL HISTORY
79TH ST
NEW YORK
,
NY
10024
NONE
MUSEUM
EDUCATIONAL
1,500
BBB WISE GIVING ALLIANCE
3033 WILSON BLVD
ARLINGTON
,
VA
22201
NONE
FOUNDATION
GENERAL
100
BILLION OYSTER PROJECT
10 SOUTH ST
NEW YORK
,
NY
10004
NONE
FOUNDATION
GENERAL
100
BRIDGEWATER HISTORICAL SOCIETY
48 MAIN ST SO
BRIDGEWATER
,
CT
06752
NONE
FOUNDATION
GENERAL
100
BRIDGEWATER SENIOR CENTER FRIENDS OF
132 HUT HILL RD
BRIDGEWATER
,
CT
06752
NONE
FOUNDATION
GENERAL
50
BROOKLYN BOTANIC GARDEN
1000 WASHINGTON AVE
BROOKLYN
,
NY
11225
NONE
MUSEUM
GENERAL
250
BROWN UNIVERSITY
POB 1893
PROVIDENCE
,
RI
02912
NONE
EDUCATION
EDUCATIONAL
500
BURNHAM LIBRARY FRIENDS OF
MAIN ST
BRIDGEWATER
,
CT
06752
NONE
FOUNDATION
GENERAL
170
CORNELL UNIV-CALS CHARITABLE TRUST
POB 876
ITHACA
,
NY
14851
NONE
EDUCATION
EDUCATIONAL
50
CATO INSTITUTE
1000 MASS AVE
WASHINGTON
,
DC
20001
NONE
FOUNDATION
EDUCATIONAL
100
CENTER FOR CARTOON STUDIES
94 SO MAIN ST
WHITE RIVER JUNCTION
,
VT
05001
NONE
FOUNDATION
GENERAL
2,000
CENTER FOR CYBER SAFETY AND EDUCATION (ISC2 FOUNDATION)
311 PARK PL BLVD
CLEARWATER
,
FL
33759
NONE
FOUNDATION
GENERAL
200
CENTRAL PARK CONSERVANCY
14 E 60TH ST
NEW YORK
,
NY
10022
NONE
FOUNDATION
GENERAL
125
THIRTEEN (CHANNEL 13)
825 8TH AVE
NEW YORK
,
NY
10019
NONE
FOUNDATION
GENERAL
200
CHILDREN'S MUSEUM MANHATTAN
212 W 83RD ST
NEW YORK
,
NY
10024
NONE
FOUNDATION
GENERAL
250
CHILDREN'S MUSEUM OF THE ARTS
103 CHARLTON ST
NEW YORK
,
NY
10014
NONE
FOUNDATION
GENERAL
225
CHRIS BORTON MEMORIAL SCHOLARSHIP FUND
190 THOMPSON SQ
MOUNTAIN VIEW
,
CA
94043
NONE
FOUNDATION
EDUCATIONAL
1,000
CHURCH STREET SCHOOL FOR MUSIC AND ART
41 WHITE ST
NEW YORK
,
NY
10013
NONE
FOUNDATION
GENERAL
500
CHURCH WORLD SERVICE
POB 968
ELKHART
,
IN
46515
NONE
FOUNDATION
GENERAL
1,500
CIRKUS SMIRKUS
1 CIRCUS RD
GREENSBORO
,
VT
05841
NONE
FOUNDATION
GENERAL
2,000
CITY HARVEST (NYC)
6 E 32ND ST
NEW YORK
,
NY
10016
NONE
FOUNDATION
GENERAL
250
CITY MEALS ON WHEELS
355 LEXINGTON AVE
NEW YORK
,
NY
10017
NONE
FOUNDATION
GENERAL
500
CITY PARKS FOUNDATION
830 5TH AVE
NEW YORK
,
NY
10021
NONE
FOUNDATION
GENERAL
200
COLUMBIA UNIVERSITY SCHOOL OF SOCIAL WORK
1255 AMSTERDAM AVE
NEW YORK
,
NY
10027
NONE
EDUCATION
EDUCATIONAL
800
COMMITTEE TO PROTECT JOURNALISTS
330 7TH AVE
NEW YORK
,
NY
10001
NONE
FOUNDATION
GENERAL
1,000
COMMUNITY CARING IN BRIDGEWATER INC
POB 338
BRIDGEWATER
,
CT
06752
NONE
FOUNDATION
GENERAL
50
COMPASSION IN CHOICES
POB 101810
DENVER
,
CO
80250
NONE
FOUNDATION
GENERAL
2,000
CONCERNS OF POLICE SURVIVORS (COPS)
POB 3199
CAMDENTON
,
MO
65020
NONE
FOUNDATION
GENERAL
500
CONNECTICUT MASTER GARDNENER ASSOCIATION
93 RIVER RD
EAST HADDAM
,
CT
06423
NONE
FOUNDATION
GENERAL
100
CONNECTICUT AUDUBON SOCIETY
2325 BURR ST
FAIRFIELD
,
CT
06824
NONE
FOUNDATION
GENERAL
250
CONNECTICUT COMMUNITY FOUNDATION
43 FIELD ST
WATERBURY
,
CT
06702
NONE
FOUNDATION
GENERAL
100
CONNECTICUT FOOD BANK
POB 8686
NEW HAVEN
,
CT
06531
NONE
FOUNDATION
GENERAL
2,000
CORNELL UNIVERSITY
1 PLANTATIONS RD
ITHACA
,
NY
14850
NONE
FOUNDATION
GENERAL
1,200
CPTV CT PUBLIC TV
1049 ASYLUM AVE
HARTFORD
,
CT
06105
NONE
FOUNDATION
GENERAL
400
CRAFTBURY OUTDOOR CENTER
535 LOST NATION RD
CRAFTSBURY COMMON
,
VT
05827
NONE
FOUNDATION
GENERAL
1,000
DANBURY HOSPITAL DEVELOPMENT FUND
24 HOSPITAL RD
DANBURY
,
CT
06810
NONE
HOSPITAL
MEDICAL
500
DANBURY RAILWAY MUSEUM
POB 90
DANBURY
,
CT
06813
NONE
FOUNDATION
GENERAL
100
DOCTORS WITHOUT BORDERS
POB 1856
MERRIFIELD
,
VA
22116
NONE
FOUNDATION
MEDICAL
1,000
FAMILY PLACE
319 US RT 5 SO
NORWICH
,
VT
05055
NONE
FOUNDATION
GENERAL
4,000
FARE
7925 JONES BRANCH DR
MCLEAN
,
VA
22102
NONE
FOUNDATION
GENERAL
100
FISHER HOUSE FOUNDATION INC
111 ROCKVILLE PIKE
ROCKVILLE
,
MD
20850
NONE
FOUNDATION
GENERAL
200
FLORIDA PUBLIC LIBRARY
4 COHEN CIRCLE
FLORIDA
,
NY
10921
NONE
FOUNDATION
GENERAL
400
FORD SAYRE SKI COUNCIL FOUNDATION
POB 471
HANOVER
,
NH
03755
NONE
FOUNDATION
GENERAL
1,000
FRIENDS OF THE MORRILL HOMESTEAD
POB 98
STAFFORD
,
VT
05072
NONE
FOUNDATION
GENERAL
50
FUNERAL CONSUMER ALLIANCE OF CT (FCA OF CT)
POB 34
BRIDGEWATER
,
CT
06752
NONE
FOUNDATION
GENERAL
800
FUNERAL CONSUMER ALLIANCE INC (FCA OF VT)
33 PATCHEN RD
SO BURLINGTON
,
VT
05403
NONE
FOUNDATION
GENERAL
2,500
GRASSROOT SOCCER
POB 712
NORWICH
,
VT
05055
NONE
FOUNDATION
GENERAL
250
GROW NYC COUNCIL ON THE ENVIRONMENT
100 GOLD ST
NEW YORK
,
NY
10038
NONE
FOUNDATION
GENERAL
500
HANDY DANDY HANDYMAN MINISTRY
26 SHAMROCK DR
BROOKFIELD
,
CT
06804
NONE
FOUNDATION
GENERAL
50
HORTICULTURAL SOCIETY OF NY
148 W 37TH ST
NEW YORK
,
NY
10018
NONE
FOUNDATION
GENERAL
250
HOSPICARE AND PALLIATIVE CARE SERVICES OF TOMPKINS CTY
172 E KING RD
ITHACA
,
NY
14850
NONE
FOUNDATION
GENERAL
500
HUDSON VALLEY POLONAISE SOCIETY
POB 162
GOSHEN
,
NY
10924
NONE
FOUNDATION
GENERAL
1,500
INNOCENCE PROJECT
40 WORTH ST
NEW YORK
,
NY
10013
NONE
FOUNDATION
GENERAL
2,500
INSTITUTE FOR AMERICAN INDIAN STUDIES
38 CURTIS RD
WASHINGTON
,
CT
06793
NONE
FOUNDATION
GENERAL
100
INTREPID MUSEUM
W 46TH ST
NEW YORK
,
NY
10036
NONE
FOUNDATION
GENERAL
700
KEEP SMILING 4 ABBIE
12 TERESA RD
HOPKINTON
,
MA
01748
NONE
FOUNDATION
GENERAL
300
ABRAHAM LINCOLN PRESIDENTIAL LIBARY & MUSEUM
112 NO SIXTH ST
SPRINGFIELD
,
IL
62701
NONE
FOUNDATION
GENERAL
100
AMREF HEALTH AFRICA
4 W 43RD ST
NEW YORK
,
NY
10036
NONE
FOUNDATION
GENERAL
100
KIDS WITH FOOD ALLERGIES
POB 554
FOUNTAINVILLE
,
PA
18923
NONE
FOUNDATION
GENERAL
200
LIBERTY SCIENCE CENTER
222 JERSEY CITY BLVD
JERSEY CITY
,
NJ
07305
NONE
FOUNDATION
GENERAL
1,000
BRENNAN CENTER FOR JUSTICE AT NYU
120 BROADWAY
NEW YORK
,
NY
10166
NONE
FOUNDATION
GENERAL
5,000
LITERACY VOLUNTEERS ON THE GREEN
7 WHITTLESEY AVE
NEW MILFORD
,
CT
06776
NONE
FOUNDATION
GENERAL
100
LOAVES AND FISHES HOSPITALITY HOUSE
POB 2065
NEW MILFORD
,
CT
06776
NONE
FOUNDATION
GENERAL
100
MAKE A WISH FOUNDATION OF METRO NY
200 PARK AVE
NEW YORK
,
NY
10166
NONE
FOUNDATION
GENERAL
200
MARITIME AQUARIUM
10 NORTH WATER ST
NORWALK
,
CT
06854
NONE
FOUNDATION
GENERAL
250
METROPOLITAN MUSEUM OF ART
1000 5TH AVE
NEW YORK
,
NY
10028
NONE
MUSEUM
EDUCATIONAL
1,200
MORGAN LIBRARY & MUSEUM
225 MADISON AVE
NEW YORK
,
NY
10016
NONE
EDUCATION
EDUCATIONAL
300
BRIDGEWATER CONGREGATIONAL CHURCH
POB 7
BRIDGEWATER
,
CT
06752
NONE
FOUNDATION
GENERAL
500
MT SINAI MEDICAL CENTER JAFFEE FOOD ALLERGY INST
POB 1049
NEW YORK
,
NY
10029
NONE
FOUNDATION
GENERAL
200
MUSEUM OF JEWISH HERITAGE
36 BATTERY PARK PL
NEW YORK
,
NY
10280
NONE
MUSEUM
EDUCATIONAL
1,000
MUSEUM OF THE CITY OF NEW YORK
1220 5TH AVE
NEW YORK
,
NY
10029
NONE
MUSEUM
EDUCATIONAL
250
NATIONAL ACADEMY OF SOCIAL INSURANCE
1776 MASS AVE NW
WASHINGTON
,
DC
20036
NONE
FOUNDATION
GENERAL
700
NATIONAL ARBOR DAY FOUNDATION
100 ARBOR AVE
NEBRASKA CITY
,
NE
68410
NONE
FOUNDATION
GENERAL
100
NATIONAL AUDUBON SOCIETY
225 VARICK ST
NEW YORK
,
NY
10014
NONE
FOUNDATION
50GENERAL
250
NATIONAL GRANGE FOUNDATION
1616 H STREET BW
WASHINGTON
,
DC
20006
NONE
FOUNDATION
GENERAL
500
NATIONAL JOBS FOR ALL COALITION
POB 96011
LYNBROOK
,
NY
11563
NONE
FOUNDATION
GENERAL
50
911 MEMORIAL & MUSEUM
200 LIBERTY ST
NEW YORK
,
NY
10281
NONE
MUSEUM
EDUCATIONAL
250
NATURAL AREAS CONSERVANCY
1234 5TH AVE
NEW YORK
,
NY
10029
NONE
FOUNDATION
GENERAL
250
BRIDGEWATER FIRE DEPARTMENT
100 MAIN ST SO
BRIDGEWATER
,
CT
06752
NONE
FOUNDATION
GENERAL
600
NEW MILFORD FOOD BANK
10 MAIN ST
NEW MILFORD
,
CT
06776
NONE
FOUNDATION
GENERAL
300
NEW YORK BOTANICAL GARDENS
200TH ST
BRONX
,
NY
10458
NONE
MUSEUM
EDUCATIONAL
1,500
NEW YORK CITY POLICE FOUNDATION INC
555 5TH AVE
NEW YORK
,
NY
10017
NONE
FOUNDATION
EDUCATIONAL
200
NEW YORK HISTORICAL SOCIETY
170 CENTRAL PARK W
NEW YORK
,
NY
10024
NONE
MUSEUM
EDUCATIONAL
750
NEW YORK PUBLIC LIBRARY FRIENDS OF
445 5TH AVE
NEW YORK
,
NY
10016
NONE
FOUNDATION
GENERAL
250
NEW YORK RESTORATION PROJECT
254 W 31ST ST
NEW YORK
,
NY
10001
NONE
FOUNDATION
GENERAL
1,000
NEW YORK UNIVERSITY SCHOOL OF SOCIAL WORK
1 WASHINGTON SQ NO
NEW YORK
,
NY
10023
NONE
EDUCATION
EDUCATIONAL
300
NORWICH PUBLIC LIBRARY
POB 290
NORWICH
,
VT
05055
NONE
FOUNDATION
GENERAL
500
CENTER FOR AN AGRICULTURAL ECONOMY
140 JUNCTION RD
HARDWICK
,
VT
05843
NONE
FOUNDATION
GENERAL
1,000
NYC TENEMENT MUSEUM
103 ORCHARD ST
NEW YORK
,
NY
10002
NONE
FOUNDATION
GENERAL
250
NYS TROOPER FOUNDATION
3 AIRPORT PARK BLVD
LATHAM
,
NY
12110
NONE
FOUNDATION
GENERAL
200
NYSCI NY HALL OF SCIENCE
47-01 111TH ST
CORONA
,
NY
11368
NONE
FOUNDATION
GENERAL
250
CENTER FOR RESPONSIVE POLITICS
1300 L ST NW
WASHINGTON
,
DC
20005
NONE
FOUNDATION
GENERAL
3,000
ONE WEST 54ST FOUNDATION
1 W 54TH ST
NEW YORK
,
NY
10019
NONE
FOUNDATION
GENERAL
100
COMMON CAUSE
805 15TH ST NW
WASHINGTON
,
DC
20005
NONE
FOUNDATION
GENERAL
1,000
PACE UNIVERSITY SCHOOL OF LAW SCHOLARSHIP FUND
1 PACE PLAZA
NEW YORK
,
NY
10038
NONE
EDUCATION
EDUCATIONAL
100
PAUL H DOUGLAS CENTER FOR ENVIROMENT EDUCATION
1100 NO MINERAL SPRINGS RD
PORTER
,
IN
46304
NONE
FOUNDATION
GENERAL
1,000
PETEY GREENE PRISONER ASSISTANCE
9 MERCER ST
PRINCETON
,
NJ
08540
NONE
FOUNDATION
GENERAL
1,000
PHI BETA KAPPA SOCIETY
1606 NEW HAMPSHIRE AVE NW
WASHINGTON
,
DC
20009
NONE
FOUNDATION
GENERAL
200
PLANNED PARENTHOOD FEDERATION OF AMERICA
434 W 33RD ST
NEW YORK
,
NY
10001
NONE
FOUNDATION
GENERAL
5,000
PLANNED PARENTHOOD OF CT
345 WHITNEY AVE
NEW HAVEN
,
CT
06511
NONE
FOUNDATION
GENERAL
2,000
PLANNED PARENTHOOD OF THE SOUTHERN FINGER LAKES REGION
314 W STATE ST
ITHACA
,
NY
14850
NONE
FOUNDATION
GENERAL
500
POLICE ATHLETIC LEAGUE
34 1/2 E 12TH ST
NEW YORK
,
NY
10003
NONE
FOUNDATION
GENERAL
1,000
POPULATION CONNECTION (DC)
2120 L ST NW
WASHINGTON
,
DC
20037
NONE
FOUNDATION
GENERAL
200
POPULATION COUNCIL (NY)
ONE DAG HAMMARSKJOLD PL
NEW YORK
,
NY
10017
NONE
FOUNDATION
GENERAL
2,000
PROJECT PREVENTION (CRACK)
4382 WINTERWOOD LN
HARRISBURG
,
NC
28075
NONE
FOUNDATION
GENERAL
500
PS 234 PTA
292 GREENWICH ST
NEW YORK
,
NY
10007
NONE
FOUNDATION
GENERAL
9,000
REGIONAL HOSPICE AND HOME CARE OF WESTERN CT
POB 2387
DANBURY
,
CT
06813
NONE
FOUNDATION
GENERAL
3,000
RESOURCE
266 PINE ST
BURLINGTON
,
VT
05401
NONE
FOUNDATION
GENERAL
2,000
ROXBURY LAND TRUST CT
POB 51
ROXBURY
,
CT
06783
NONE
FOUNDATION
GENERAL
400
COMMUNITY SERVICE SOCIETY (CSS) OF NY
633 THIRD AVE
NEW YORK
,
NY
10017
NONE
FOUNDATION
GENERAL
500
ENERGY ACTION NETWORK
17 STATE ST
MONTPELIER
,
VT
05602
NONE
FOUNDATION
GENERAL
2,000
SHARE OUR STRENGTH
1730 M ST NW
WASHINGTON
,
DC
20036
NONE
FOUNDATION
GENERAL
1,500
SWARTHMORE ALUMNI FUND
500 COLLEGE AVE
SWARTHMORE
,
PA
19081
NONE
EDUCATION
EDUCATIONAL
800
THOMAS S FOLEY INSTITUTE
401 JOHNSON TOWER
PULLMAN
,
WA
99164
NONE
FOUNDATION
GENERAL
500
TREES NY
100 GOLD ST
NEW YORK
,
NY
10038
NONE
FOUNDATION
GENERAL
11,000
UCONN FOUNDATION (COOP EXT CENTER)
2390 ALUMNI DR
STORRS
,
CT
06269
NONE
EDUCATION
EDUCATIONAL
250
EQUAL JUSTICE INITIATIVE
122 COMMERCE
ST MONTGOMERY
,
AL
36104
NONE
FOUNDATION
GENERAL
2,000
UNITED WAY WESTERN CT
83 W ST
DANBURY
,
CT
06810
NONE
FOUNDATION
GENERAL
1,000
UNIVERSITY OF CHICAGO LABORATORY SCHOOL
1362 E 59TH ST
CHICAGO
,
IL
60637
NONE
EDUCATION
EDUCATIONAL
700
FIRST CHRISTIAN CHURCH
601 W PONCE DELEON AVE
DECATUR
,
GA
30030
NONE
FOUNDATION
GENERAL
1,000
UPPER VALLEY AQUATIC CENTER
POB 1198
WHITE RIVER JUNCTION
,
VT
05001
NONE
FOUNDATION
GENERAL
1,500
UPPER VALLEY HAVEN
713 HARTFORD AVE
WHITE RIVER JUNCTION
,
VT
05001
NONE
FOUNDATION
GENERAL
5,000
UPPER VALLEY LAND TRUST
19 BUCK RD
HANOVER
,
NH
03755
NONE
FOUNDATION
GENERAL
750
UPPER VALLEY TRAILS ALLIANCE
POB 1215
NORWICH
,
VT
05055
NONE
FOUNDATION
GENERAL
1,000
JAG PRODUCTIONS
POB 354
WHITE RIVER JUNCTION
,
VT
05001
NONE
FOUNDATION
GENERAL
2,000
MARKKULA CENTER FOR APPLIED ETHICS
500 EL CAMINO REAL
SANTA CLARA
,
CA
95053
NONE
FOUNDATION
GENERAL
10,000
VERMONT FOOD BANK
33 PARKER RD
BARRE
,
VT
05641
NONE
FOUNDATION
GENERAL
5,000
VERMONT PUBLIC RADIO
365 TROY AVE
COLCHESTER
,
VT
05446
NONE
FOUNDATION
GENERAL
1,000
SMITHSONIAN INSTITUTE
1000 JEFFERSON DR SW
WASHINGTON
,
DC
20001
NONE
FOUNDATION
GENERAL
250
VISITING NURSE SERVICES OF NEW MILFORD CT
68 PARK LANE RD
NEW MILFORD
,
CT
06776
NONE
FOUNDATION
GENERAL
600
WEANTINOGE LAND TRUST
POB 821
KENT
,
CT
06757
NONE
FOUNDATION
GENERAL
100
WHITNEY MUSEUM OF AMERICA ART
99 GANSEVOORT ST
NEW YORK
,
NY
10014
NONE
MUSEUM
EDUCATIONAL
300
WILDLIFE CONSERVATION SOCIETY (NYC ZOOS)
2300 SOUTHERN BLVD
BRONX
,
NY
10460
NONE
FOUNDATION
GENERAL
1,000
WMNR FINE ARTS RADIO
POB 920
MONROE
,
CT
06468
NONE
FOUNDATION
GENERAL
100
THIRD WAY
1025 CONNECTICUT AVE NW
WASHINGTON
,
DC
20036
NONE
FOUNDATION
GENERAL
1,000
WORKER JUSTICE CENTER OF NEW YORK
9 MAIN ST
KINGSTON
,
NY
12401
NONE
FOUNDATION
GENERAL
1,000
WSHU PUBLIC RADIO AT SACRED HEART UNIVERISITY
5151 PARK AVE
FAIRFIELD
,
CT
06825
NONE
FOUNDATION
GENERAL
200
TWIN PINES HOUSING
226 HOLIDAY DR
WHITE RIVER JUNCTION
,
VT
05001
NONE
FOUNDATION
GENERAL
2,000
WINDHAM COUNTY NAACP
POB 6164
BRATTLEBORO
,
VT
05032
NONE
FOUNDATION
GENERAL
500
Total
.................................
3a
151,270
b
Approved for future payment
Total
.................................
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.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
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
...........
4
Dividends and interest from securities
....
14
57,025
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
.....
8
Gain or (loss) from sales of assets other than
inventory
............
18
-48,937
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
8,088
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
8,088
(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.)
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