-
TIN:
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0052
20
19
Open to Public Inspection
For calendar year 2019, or tax year beginning
01-01-2019
, and ending
12-31-2019
Name of foundation
TOWN FAIR TIRE FOUNDATION INC
Number and street (or P.O. box number if mail is not delivered to street address)
460 COE AVE
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
EAST HAVEN
,
CT
06512
A Employer identification number
06-1592259
B
Telephone number (see instructions)
(203) 467-8600
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)
$
47,404,710
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)
6,847,589
2
Check
.............
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities
...
1,000,520
1,000,520
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
285,241
b
Gross sales price for all assets on line 6a
24,891,533
7
Capital gain net income (from Part IV, line 2)
...
285,241
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
........
8,133,350
1,285,761
13
Compensation of officers, directors, trustees, etc.
60,000
0
60,000
14
Other employee salaries and wages
......
15
Pension plans, employee benefits
.......
16a
Legal fees (attach schedule)
.........
36,000
0
36,000
b
Accounting fees (attach schedule)
.......
c
Other professional fees (attach schedule)
....
143,752
143,752
0
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
68,204
5,403
0
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
3,708
0
3,708
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
13,485
0
13,485
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
325,149
149,155
113,193
25
Contributions, gifts, grants paid
.......
1,253,004
1,253,004
26
Total expenses and disbursements.
Add lines 24 and 25
1,578,153
149,155
1,366,197
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
6,555,197
b
Net investment income
(if negative, enter -0-)
1,136,606
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
.............
74,454
331,706
331,706
2
Savings and temporary cash investments
.........
8,645,069
7,242,368
7,355,307
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)
.....
5,000
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)
1,618,441
2,867,574
2,954,683
b
Investments—corporate stock (attach schedule)
.......
6,303,156
8,657,505
11,561,349
c
Investments—corporate bonds (attach schedule)
.......
5,037,450
8,305,181
8,486,739
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
12,070,151
12,857,715
16,644,864
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
23,193
70,062
70,062
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
33,776,914
40,332,111
47,404,710
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
........
114,751
114,751
27
Paid-in or capital surplus, or land, bldg., and equipment fund
0
0
28
Retained earnings, accumulated income, endowment, or other funds
33,662,163
40,217,360
29
Total net assets or fund balances
(see instructions)
.....
33,776,914
40,332,111
30
Total liabilities and net assets/fund balances
(see instructions)
.
33,776,914
40,332,111
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
33,776,914
2
Enter amount from Part I, line 27a
.....................
2
6,555,197
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3
..........................
4
40,332,111
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
40,332,111
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
MERRILL LYNCH #04K18
P
b
MERRILL LYNCH #04K18
P
c
MERRILL LYNCH #02466
P
d
MERRILL LYNCH #02466
P
e
MERRILL LYNCH #02466
P
MERRILL LYNCH #02467
P
MERRILL LYNCH #02467
P
MERRILL LYNCH #02467
P
MERRILL LYNCH #02467 SUPPLEMENTAL
P
MERRILL LYNCH #02467 SUPPLEMENTAL
P
MERRILL LYNCH #02545 - SUPPLEMENTAL
P
MERRILL LYNCH #02545
P
US TRUST
P
US TRUST
P
CHARLES SCHWAB
P
CHARLES SCHWAB
P
MORGAN STANLEY
P
WELLS FARGO
P
CAPITAL GAINS DIVIDENDS
P
(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
18,371,000
18,371,000
0
b
1,443,000
1,443,000
0
c
134,436
144,407
-9,971
d
781,664
727,610
54,054
e
29
29
326,077
322,786
3,291
955,964
964,215
-8,251
9,000
9,406
-406
235,754
235,754
0
233,478
220,297
13,181
89
91
-2
148,264
131,187
17,077
774,193
754,627
19,566
987,536
851,159
136,377
11,899
8,130
3,769
186,592
172,623
13,969
125,000
125,000
0
125,000
125,000
0
42,558
42,558
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
-9,971
d
54,054
e
29
3,291
-8,251
-406
0
13,181
-2
17,077
19,566
136,377
3,769
13,969
0
0
42,558
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
285,241
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
887,767
28,306,741
0.031362
2017
761,995
20,008,373
0.038084
2016
1,177,208
13,471,160
0.087387
2015
453,600
9,447,566
0.048012
2014
367,400
5,859,652
0.062700
2
Total
of line 1, column (d)
.....................
2
0.267545
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
0.053509
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
39,060,890
5
Multiply line 4 by line 3
......................
5
2,090,109
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
11,366
7
Add lines 5 and 6
........................
7
2,101,475
8
Enter qualifying distributions from Part XII, line 4
,.............
8
2,366,197
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
11,366
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
11,366
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
11,366
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
37,200
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
37,200
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
64
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
25,770
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
25,770
Refunded
11
0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign?
....................
1a
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition)
.................................
1b
No
If the answer is "Yes" to
1a
or
1b,
attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file
Form 1120-POL
for this year?
.....................
1c
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1)
On the foundation.
$
0
(2)
On foundation managers.
$
0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?
.......
2
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments?
If "Yes," attach a conformed copy of the changes
....
3
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?
........
4a
No
b
If "Yes," has it filed a tax return on
Form 990-T
for this year?
...................
4b
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?
.........
5
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
By language in the governing instrument, or
By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument?
................
6
Yes
7
Did the foundation have at least $5,000 in assets at any time during the year?
If "Yes," complete Part II, col. (c),
and Part XV.
.................................
7
Yes
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
CT
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G?
If "No," attach explanation
.
8b
Yes
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2019 or the taxable year beginning in 2019? See the instructions for Part XIV.
If "Yes," complete Part XIV
.............................
9
No
10
Did any persons become substantial contributors during the tax year?
If "Yes," attach a schedule listing their names
and addresses.
...............................
10
Yes
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
NEIL MELLEN
Telephone no.
(203) 467-8600
Located at
460 COE AVE
EAST HAVEN
CT
ZIP+4
06512
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
NEIL MELLEN
PRESIDENT & TREASURER
2.00
0
0
0
30 SHADY LANE
MONROE
,
CT
06468
MICHAEL BARBARO
DIRECTOR
2.00
0
0
0
125 NORTH HILL ROAD
NORTH HAVEN
,
CT
06473
MICHAEL MELLEN
VICE PRESIDENT AND SECRETA
2.00
0
0
0
23 BLACKBERRY ROAD
HUNTINGTON
,
CT
06484
KATHRYN TUTINO
DIRECTOR
2.00
0
0
0
25 FENCE CREEK DRIVE
MADISON
,
CT
06443
RALPH S LOEW
DIRECTOR
2.00
0
0
0
20 JADE TREE LANE
TRUMBULL
,
CT
06611
DANIEL D RUBINO
DIRECTOR
5.00
0
0
0
81 MORNINGSIDE DRIVE
MILFORD
,
CT
06460
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
35,311,310
b
Average of monthly cash balances
.......................
1b
4,274,354
c
Fair market value of all other assets (see instructions)
................
1c
70,062
d
Total
(add lines 1a, b, and c)
.........................
1d
39,655,726
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
39,655,726
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
594,836
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
39,060,890
6
Minimum investment return.
Enter 5% of line 5
..................
6
1,953,045
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
1,953,045
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
11,366
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
11,366
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
1,941,679
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
1,941,679
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
1,941,679
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
1,366,197
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
1,000,000
4
Qualifying distributions.
Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
4
2,366,197
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
11,366
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
2,354,831
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
1,941,679
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
......
b
From 2015
......
c
From 2016
......
250,461
d
From 2017
......
e
From 2018
......
f
Total
of lines 3a through e
........
250,461
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
2,366,197
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
.....
1,941,679
e
Remaining amount distributed out of corpus
424,518
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
674,979
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)
...
0
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
674,979
10
Analysis of line 9:
a
Excess from 2015
....
b
Excess from 2016
....
250,461
c
Excess from 2017
....
d
Excess from 2018
....
e
Excess from 2019
....
424,518
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).)
NEIL MELLEN
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
21 FRIENDS INC
1118 DRIFT ROAD
WESTPORT
,
MA
02790
NONE
501 (C)(3)
UNRESTRICTED
500
ACES FOUNDATION
350 STATE STREET
NORTH HAVEN
,
CT
06473
NONE
501 (C)(3)
UNRESTRICTED
5,000
ACHILLES INTERNATIONAL
42 WEST 38TH STREET
NEW YORK
,
NY
10018
NONE
501 (C)(3)
UNRESTRICTED
80,000
AFTER THE FINISH LINE
10153 RIVERSIDE DRIVE STE 397
TOLUCA LAKE
,
CA
91602
NONE
501 (C)(3)
UNRESTRICTED
12,000
AGAWAM HIGH SCHOOL BAND
760 COOPER STREET
AGAWAM
,
MA
01001
NONE
501 (C)(3)
UNRESTRICTED
500
ALZHEIMER'S ASSOCIATION CT CHAPTER
225 N MICHIGAN AVE FLOOR 17
CHICAGO
,
IL
60601
NONE
501 (C)(3)
UNRESTRICTED
1,500
AUBURN YOUTH AND FAMILY SERVICE
21 PHEASANT CT
AUBURN
,
MA
01501
NONE
501 (C)(3)
UNRESTRICTED
500
AUTISM SERVICES AND RESOURCES CONNECTICUT
101 NORTH PLAINS INDUSTRIAL ROAD
HARVEST PARK BUILDING 1A
WALLINGFORD
,
CT
06492
NONE
501 (C)(3)
UNRESTRICTED
1,500
BAYPATH EDUCATION FOUNDATION
57 OLD MUGGETT HILL ROAD
CHARLTON
,
MA
01507
NONE
501 (C)(3)
UNRESTRICTED
500
BENHAVEN INC
2 BUENA VISTA ROAD
BRANFORD
,
CT
06405
NONE
501 (C)(3)
UNRESTRICTED
1,000
BOYS & GIRLS CLUB OF HARTFORD
170 SIGOURNEY STREET
HARTFORD
,
CT
06105
NONE
501 (C)(3)
UNRESTRICTED
250
BOYS & GIRLS CLUB WORCESTER
65 TAINTER STREET
WORCESTER
,
MA
01610
NONE
501 (C)(3)
UNRESTRICTED
500
BRIAN DAGLE FOUNDATION
461 MAIN STREET
NIANTIC
,
CT
06357
NONE
501 (C)(3)
UNRESTRICTED
1,000
BRIDGEPORT RESCUE MISSION
1088 FAIRFIELD AVE
BRIDGEPORT
,
CT
06605
NONE
501 (C)(3)
UNRESTRICTED
500
BRIDGEPORT YOUTH LACROSSE
PO BOX 55256
BRIDGEPORT
,
CT
06604
NONE
501 (C)(3)
UNRESTRICTED
500
CABRINI MISSION FOUNDATION
222 EAST 19TH STREET
NEW YORK
,
NY
10003
NONE
501 (C)(3)
UNRESTRICTED
10,000
CAMP RISING SUN CHAR FOUNDATION
PO BOX 310611
NEWINGTON
,
CT
06131
NONE
501 (C)(3)
UNRESTRICTED
500
CAPE ABILITIES INC
895 MARY DUNN RD
HYANNIS
,
MA
02601
NONE
501 (C)(3)
UNRESTRICTED
500
CATCH HOUSING
105 LOUDON ROAD UNIT 1
CONCORD
,
NH
03301
NONE
501 (C)(3)
UNRESTRICTED
500
CATHOLIC CHARITIES
45 WADSWORTH STREET
HARTFORD
,
CT
06106
NONE
501 (C)(3)
UNRESTRICTED
250
CATHOLIC CHARITIES MAINE
PO BOX 10660
PORTLAND
,
ME
04104
NONE
501 (C)(3)
UNRESTRICTED
500
CENTER FOR GREIVING CHILDREN
555 FOREST AVENUE
PORTLAND
,
ME
04073
NONE
501 (C)(3)
UNRESTRICTED
750
CENTER FOR HOSPICE CARE
227 DUNHAM STREET
NORWICH
,
CT
06360
NONE
501 (C)(3)
UNRESTRICTED
1,000
CHANNEL 3 KIDS CAMP
73 TIMES FARM ROAD
ANDOVER
,
CT
06232
NONE
501 (C)(3)
UNRESTRICTED
3,000
CLIFFORD BEERS
5 SCIENCE PARK 2ND FL
NEW HAVEN
,
CT
06511
NONE
501 (C)(3)
UNRESTRICTED
500
CLOTHING CHILDREN IN NEED
30 SHADY LANE
MONROE
,
CT
06468
NONE
501 (C)(3)
UNRESTRICTED
20,000
COLUMBUS HOUSE
586 ELLA T GRASSO BLVD
NEW HAVEN
,
CT
06519
NONE
501 (C)(3)
UNRESTRICTED
2,500
COMMUNITY DINING ROOM
30 HARRISON AVENUE
BRANFORD
,
CT
06405
NONE
501 (C)(3)
UNRESTRICTED
500
CONCEPTS FOR ADAPTIVE LEARNING
4 SCIENCE PARK SUITE A
NEW HAVEN
,
CT
06511
NONE
501 (C)(3)
UNRESTRICTED
1,000
CONNECTICUT BURNS FOUNDATION
601 BOSTON POST ROAD
MILFORD
,
CT
06460
NONE
501 (C)(3)
UNRESTRICTED
500
CONNECTICUT CANCER FOUNDATION
15 NORTH MAIN STREET
OLD SAYBROOK
,
CT
06475
NONE
501 (C)(3)
UNRESTRICTED
7,000
CONNECTICUT COUNCIL FOR PHILANTHROPY
75 CHARTER OAK AVE SUITE 1-205
HARTFORD
,
CT
06106
NONE
501 (C)(3)
UNRESTRICTED
3,000
CONNECTICUT FOOD BANK
2 RESEARCH PARKWAY
WALLINGFORD
,
CT
06492
NONE
501 (C)(3)
UNRESTRICTED
1,000
CONNECTICUT FUND FOR THE ENVIRONMENT
900 CHAPEL STREET SUITE 2202
NEW HAVEN
,
CT
06510
NONE
501 (C)(3)
UNRESTRICTED
100
CONNECTICUT HOSPICE INC
100 DOUBLE BEACH ROAD
BRANFORD
,
CT
06405
NONE
501 (C)(3)
UNRESTRICTED
1,000
CONNECTICUT INSTITUTE FOR REFUGEES AND IMMIGRANTS
670 CLINTON AVENUE
BRIDGEPORT
,
CT
06605
NONE
501 (C)(3)
UNRESTRICTED
500
CONNECTICUT MENTAL HEALTH CENTER
34 PARKK STREET
NEW HAVEN
,
CT
06519
NONE
501 (C)(3)
UNRESTRICTED
500
CONTINUUM OF CARE
109 LEGION AVENUE
NEW HAVEN
,
CT
06519
NONE
501 (C)(3)
UNRESTRICTED
500
COVENANT SOUP KITCHEN
220 VALLEY STREET
WILLIMANTIC
,
CT
06226
NONE
501 (C)(3)
UNRESTRICTED
7,500
CRMA
60 FOREST STREET
HARTFORD
,
CT
06105
NONE
501 (C)(3)
UNRESTRICTED
5,000
CROSSROADS OF RHODE ISLAND
160 BROAD STREET
PROVIDENCE
,
RI
02903
NONE
501 (C)(3)
UNRESTRICTED
500
CT WOMEN'S HALL FAME
320 FITCH STREET
NEW HAVEN
,
CT
06515
NONE
501 (C)(3)
UNRESTRICTED
2,250
DANBURY YOUTH SERVICES
91 WEST STREET
DANBURY
,
CT
06810
NONE
501 (C)(3)
UNRESTRICTED
1,000
DARE TO DREAM RANCH
12 SNAGWOOD ROAD
FOSTER
,
RI
02825
NONE
501 (C)(3)
UNRESTRICTED
500
DAY ONE
525 MAIN STREET
SOUTH PORTLAND
,
ME
04106
NONE
501 (C)(3)
UNRESTRICTED
1,000
DEMOS
80 BROAD STREET 4TH FL
NEW YORK
,
NY
10004
NONE
501 (C)(3)
UNRESTRICTED
1,500
EAST HAVEN FOOD PANTRY
39 PARK PLACE
EAST HAVEN
,
CT
06513
NONE
501 (C)(3)
UNRESTRICTED
500
EASTER SEALS MAINE
125 PRESUMPSCOTT STREET
PORTLAND
,
ME
04103
NONE
501 (C)(3)
UNRESTRICTED
1,000
FALMOUTH SERVICE CENTER
611 GRIFFIN STREET
FALMOUTH
,
MA
02540
NONE
501 (C)(3)
UNRESTRICTED
500
FAMILY AND CHILDRENS AGENCY
9 MOTT AVENUE
NORWALK
,
CT
06850
NONE
501 (C)(3)
UNRESTRICTED
1,000
FEED BRANFORD KIDS
PO BOX 651
BRANFORD
,
CT
06405
NONE
501 (C)(3)
UNRESTRICTED
1,275
FINALLY HOME SENIOR DOG RESCUE
616 NEW GLOUCESTER ROAD
NORTH YARMOUTH
,
ME
04097
NONE
501 (C)(3)
UNRESTRICTED
1,000
FOR GOODNESS SAKE
123 WHITING STREET UNIT A
PLAINVILLE
,
CT
06062
NONE
501 (C)(3)
UNRESTRICTED
1,000
GATEWAY COMMUNITY COLLEGE FOUNDATION
20 CHURCH STREET
NEW HAVEN
,
CT
06510
NONE
501 (C)(3)
UNRESTRICTED
10,000
GAYLORD HOSPITAL
50 GAYLORD FARM ROAD
WALLINGFORD
,
CT
06492
NONE
501 (C)(3)
UNRESTRICTED
1,000
GNOME SURF THERAPY
PO BOX 21
TIVERTON
,
RI
02878
NONE
501 (C)(3)
UNRESTRICTED
500
GOOD BEGINNINGS
PO BOX 5054
WEST LEBANON
,
NH
03784
NONE
501 (C)(3)
UNRESTRICTED
1,000
GR JOY MISSION CHURCH
49 CHARTER OAK AVENUE
HARTFORD
,
CT
06106
NONE
501 (C)(3)
UNRESTRICTED
250
GREATER BRIDGEPORT SYMPHONY
446 UNIVERSITY AVE
BRIDGEPORT
,
CT
06604
NONE
501 (C)(3)
UNRESTRICTED
500
GREATER PORTLAND FAMILY PROMISE
70 FOREST AVE
PORTLAND
,
ME
04101
NONE
501 (C)(3)
UNRESTRICTED
1,000
HARMONY HOUSE
PO BOX 6135
HOLYOKE
,
MA
01041
NONE
501 (C)(3)
UNRESTRICTED
500
HISPANIC COALITION
135 E LIBERTY ST 5
WATERBURY
,
CT
06706
NONE
501 (C)(3)
UNRESTRICTED
500
HOLY TRINITY SCHOOL
50 CHURCH ST
LACONIA
,
NH
03246
NONE
501 (C)(3)
UNRESTRICTED
250
HOME VOUNSELORS INC
115 MAIN ST 2
DAMARISCOTTA
,
ME
04543
NONE
501 (C)(3)
UNRESTRICTED
1,000
HOMELESS ANIMAL RESCUE
PO BOX 351
CUMBERLAND
,
ME
04021
NONE
501 (C)(3)
UNRESTRICTED
1,000
HORIZONS FOR HOMELESS CHILDREN
1705 COLUMBUS AVE
ROXBURY
,
MA
02119
NONE
501 (C)(3)
UNRESTRICTED
200,000
INTERNATIONAL FESTIVAL OF ARTS & IDEAS
195 CHURCH STREET
NEW HAVEN
,
CT
06510
NONE
501 (C)(3)
UNRESTRICTED
10,000
JOHNNYCAKE CENTER OF WESTERLY
25 INDUSTRIAL DRIVE
WESTERLY
,
RI
02891
NONE
501 (C)(3)
UNRESTRICTED
500
KENNEBEC VALLEY HUMANE SOCIETY
10 PETHAVEN LANE
AUGUSTA
,
ME
04330
NONE
501 (C)(3)
UNRESTRICTED
500
KEVS FOUNATION INC
PO BOX 27
SOUTHAMPTON
,
MA
01073
NONE
501 (C)(3)
UNRESTRICTED
500
LEADERSHIP GREATER HARTFORD
30 LAUREL STREET 3D
HARTFORD
,
CT
06106
NONE
501 (C)(3)
UNRESTRICTED
250
LEAP
31 JEFFERSON STREET
NEW HAVEN
,
CT
06511
NONE
501 (C)(3)
UNRESTRICTED
500
LIFEBRIDGE COMMUNITY SERVICES
475 CLINTON AVENUE
BRIDGEPORT
,
CT
06605
NONE
501 (C)(3)
UNRESTRICTED
500
LIFEPATH INC
101 MUNSON STREET SUITE 201
GREENFIELD
,
MA
01301
NONE
501 (C)(3)
UNRESTRICTED
250
LOUIS D BROWN PEACE INSTITUTE
15 CHRISTOPHER ST
DORCHESTER
,
MA
02122
NONE
501 (C)(3)
UNRESTRICTED
500
MAINE RECOVERY FUND
494 FOREST AVE
PORTLAND
,
ME
04101
NONE
501 (C)(3)
UNRESTRICTED
1,250
MASTERS MANNA
428 S CHERRY STREET
WALLINGFORD
,
CT
06492
NONE
501 (C)(3)
UNRESTRICTED
1,000
MIDCOAST HUMANE
190 PLEASANT STREET
BRUNSWICK
,
ME
04011
NONE
501 (C)(3)
UNRESTRICTED
750
MIDCOAST HUNGER PREVENTION
12 TENNEY WAY
BRUNSWICK
,
ME
04011
NONE
501 (C)(3)
UNRESTRICTED
2,000
MIDDLESEX COMMUNITY COLLEGE
100 TRAINING HILL ROAD
MIDDLETOWN
,
CT
06457
NONE
501 (C)(3)
UNRESTRICTED
6,000
MUSCULAR DYSTROPHY ASSOCIATION
1952 WHITNEY AVENUE
HAMDEN
,
CT
06517
NONE
501 (C)(3)
UNRESTRICTED
1,500
NASHUA CENTER
18 SIMON STREET
NASHUA
,
NH
03060
NONE
501 (C)(3)
UNRESTRICTED
1,000
NATIONAL MULTIPLE SCLEROSIS SOCIETY
733 THIRD AVENUE 3RD FLOOR
NEW YORK
,
NY
10017
NONE
501 (C)(3)
UNRESTRICTED
3,000
NEW ENGLAND INNOCENCE PROJECT
120 TREMONT STREET STE 735
BOSTON
,
MA
02108
NONE
501 (C)(3)
UNRESTRICTED
35,000
NEW HAVEN GRIDIRON CLUB INC
PO BOX 32
NEW HAVEN
,
CT
06501
NONE
501 (C)(3)
UNRESTRICTED
5,000
NEW HAVEN HEAT BASKETBALL ORG
631 DIXWELL AVENUE
NEW HAVEN
,
CT
06511
NONE
501 (C)(3)
UNRESTRICTED
500
NEW HAVEN SYMPHONY ORCHESTRA INC
PO BOX 9718
NEW HAVEN
,
CT
06536
NONE
501 (C)(3)
UNRESTRICTED
5,000
NEW REACH
153 EAST STREET
NEW HAVEN
,
CT
06511
NONE
501 (C)(3)
UNRESTRICTED
17,500
NH READS COMMUNITY BOOK BANK
45 BRISTOL STREET
NEW HAVEN
,
CT
06511
NONE
501 (C)(3)
UNRESTRICTED
500
NO BOWL EMPTY FOOD PANTRY
238 OLD AIKEN ROAD
EAST WATERFORD
,
ME
04030
NONE
501 (C)(3)
UNRESTRICTED
1,000
NOTRE DAME KNIGHTS OF HONOR
ONE NOTRE DAME WAY
WEST HAVEN
,
CT
06516
NONE
501 (C)(3)
UNRESTRICTED
500
OLM PREPARTORY ACADEMY
503 OLD TOLL RD
MADISON
,
CT
06443
NONE
501 (C)(3)
UNRESTRICTED
500
OPEN DOOR SHELTER INC
4 MERRITT STREET
NORWALK
,
CT
06954
NONE
501 (C)(3)
UNRESTRICTED
500
OPTIMUS HEALTH CARE
982 EAST MAIN STREET
BRIDGEPORT
,
CT
06608
NONE
501 (C)(3)
UNRESTRICTED
10,000
OUR LADY OF VICTORY CHURCH
600 JONES HILL ROAD
WEST HAVEN
,
CT
06516
NONE
501 (C)(3)
UNRESTRICTED
4,000
PARTNERS FOR WORLD HEALTH
40 WALCH DRIVE
PORTLAND
,
ME
04103
NONE
501 (C)(3)
UNRESTRICTED
1,000
PETS FOR VETS
135 DOUGHTY ROAD
NORTH YARMOUTH
,
ME
04097
NONE
501 (C)(3)
UNRESTRICTED
1,500
PLAINFIELD COMMUNITY FOOD PANTRY
54 S CANAL STREET
PLAINVILLE
,
CT
06062
NONE
501 (C)(3)
UNRESTRICTED
500
PORTLAND RECOVER COMMUNITY CENTER
94 AUBURN STREET SUITE 110
PORTLAND
,
ME
04103
NONE
501 (C)(3)
UNRESTRICTED
515
PROJECT FEED
202 WOODFORD STREET
PORTLAND
,
ME
04103
NONE
501 (C)(3)
UNRESTRICTED
2,000
QUINNIPIAC UNIVERSITY
275 MT CARMEL AVE
HAMDEN
,
CT
06518
NONE
501 (C)(3)
UNRESTRICTED
300,000
READ TO GROW
53 SCHOOL GROUND ROAD 3
BRANFORD
,
CT
06405
NONE
501 (C)(3)
UNRESTRICTED
500
RMH CHARITIES OF NEW ENGLAND
45 GAY STREET
PROVIDENCE
,
RI
02905
NONE
501 (C)(3)
UNRESTRICTED
5,000
RONALD MCDONALD HOUSE OF CONNECTICUT
860 HOWARD AVE
NEW HAVEN
,
CT
06519
NONE
501 (C)(3)
UNRESTRICTED
2,000
SARAH FOUNDATION
246 GOOSE LANE STE 104
GUILFORD
,
CT
06437
NONE
501 (C)(3)
UNRESTRICTED
2,500
SERVICE DOG STRONG
10 STACYS WAY
DENMARK
,
ME
04022
NONE
501 (C)(3)
UNRESTRICTED
2,000
SHARE
1 COLUMBUS AVENUE
MILFORD
,
NH
03055
NONE
501 (C)(3)
UNRESTRICTED
1,000
SOLAR YOUTH
53 WAYFARER STREET
NEW HAVEN
,
CT
06515
NONE
501 (C)(3)
UNRESTRICTED
500
SPECIAL OLYMPICS RHODE ISLAND
550 POWER ROAD
PAWTUCKET
,
RI
02860
NONE
501 (C)(3)
UNRESTRICTED
1,000
ST JOHN'S UNIVERSITY
8000 UTOPIA PKWY
JAMAICA
,
NY
11439
NONE
501 (C)(3)
UNRESTRICTED
5,000
ST MARTIN DE PORRES ACADEMY
208 COLUMBUS AVENUE
NEW HAVEN
,
CT
06519
NONE
501 (C)(3)
UNRESTRICTED
288,664
ST VINCENT'S MEDICAL CENTER FOUNDATION
2800 MAIN STREET
BRIDGEPORT
,
CT
06606
NONE
501 (C)(3)
UNRESTRICTED
1,500
ST THOMAS MORE CHAPEL AND CENTER AT YALE
268 PARK STREET
NEW HAVEN
,
CT
06511
NONE
501 (C)(3)
UNRESTRICTED
500
STOP TRAFFICKING US
24 HEREWEARE ROAD
STANDISH
,
ME
04084
NONE
501 (C)(3)
UNRESTRICTED
1,000
STRIKE THREE
PO BOX 191
MONROE
,
CT
06468
NONE
501 (C)(3)
UNRESTRICTED
1,000
SUSAN G KOMEN CHICAGO
213 W INSTITUTE PL STE 302
CHICAGO
,
IL
60610
NONE
501 (C)(3)
UNRESTRICTED
1,000
TEMPLE BETH EL
350 ROXBURY ROAD
STAMFORD
,
CT
06902
NONE
501 (C)(3)
UNRESTRICTED
5,000
THE COMMUNITY KITCHEN
37 MECHANIC STREET
KEENE
,
NH
03431
NONE
501 (C)(3)
UNRESTRICTED
500
THE HOLE IN THE WALL GANG
555 LONG WARF DRIVE
NEW HAVEN
,
CT
06511
NONE
501 (C)(3)
UNRESTRICTED
500
THE SISTERS WISH
10 SABRINA LANE
SPRINGVALE
,
ME
04083
NONE
501 (C)(3)
UNRESTRICTED
2,000
THE TOUCHABLE STORIES INC
1151 MASSACHUSETTS AVE
CAMBRIDGE
,
MA
02141
NONE
501 (C)(3)
UNRESTRICTED
1,000
THE WAY HOME
214 SPRUCE STREET
MANCHESTER
,
NH
03103
NONE
501 (C)(3)
UNRESTRICTED
500
THE WORTHWHILE LIFE FOUNDATION
65A INDUSTRIAL PARK ROAD
HINGHAM
,
MA
02043
NONE
501 (C)(3)
UNRESTRICTED
500
TISCH MS RESEARCH CENTER OF NEW YORK
521 WEST 7TH ST 4TH FLOOR
NEW YORK
,
NY
10019
NONE
501 (C)(3)
UNRESTRICTED
70,000
TOWN OF NORTH HAVEN CT FIRE DEPARTMENT
11 BROADWAY
NORTH HAVEN
,
CT
06473
NONE
501 (C)(3)
UNRESTRICTED
12,500
TRAVIS MILLS FOUNDATION
1002 WATSON POND ROAD
ROME
,
ME
04963
NONE
501 (C)(3)
UNRESTRICTED
2,500
UNITED WAY OF GREATER NEW HAVEN
370 JAMES STREET 4TH FLOOR SUITE
403
NEW HAVEN
,
CT
06513
NONE
501 (C)(3)
UNRESTRICTED
10,000
UPPER VALLEY HAVEN
713 HARTFORD AVE
WHITE RIVER JUNCTION
,
VT
05001
NONE
501 (C)(3)
UNRESTRICTED
1,000
VIN BAKER FOUNDATION
1444 LITTLE MEADOW RD
GUILFORD
,
CT
06437
NONE
501 (C)(3)
UNRESTRICTED
500
WARM CENTER
56 SPRUCE STREET
WESTERLY
,
RI
02891
NONE
501 (C)(3)
UNRESTRICTED
500
WAYSIDE
135 WALTON STREET
PORTLAND
,
ME
04103
NONE
501 (C)(3)
UNRESTRICTED
2,000
WEST HAVEN COMMUNITY HOUSE
227 ELM STREET
WEST HAVEN
,
CT
06516
NONE
501 (C)(3)
UNRESTRICTED
500
WORCESTER STATE FOUNDATION
21 FOREST STREET
OXFORD
,
MA
01540
NONE
501 (C)(3)
UNRESTRICTED
250
WSHU PUBLIC RADIO
5151 PARK AVENUE
FAIRFIELD
,
CT
06825
NONE
501 (C)(3)
UNRESTRICTED
200
YALE NEW HAVEN HOSPITAL
PO BOX 1849
NEW HAVEN
,
CT
06508
NONE
501 (C)(3)
UNRESTRICTED
10,000
Total
.................................
3a
1,253,004
b
Approved for future payment
HORIZONS FOR HOMELESS CHILDREN
1705 COLUMBUS AVE
ROXBURY
,
MA
02119
NONE
501 (C)(3)
UNRESTRICTED
600,000
ST MARTIN DE PORRES ACADEMY
208 COLUMBUS AVENUE
NEW HAVEN
,
CT
06519
NONE
501 (C)(3)
UNRESTRICTED
400,000
Total
.................................
3b
1,000,000
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
1,000,520
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
285,241
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
1,285,761
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
1,285,761
(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