-
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
UNITED BANK FOUNDATION CONNECTICUT INC
Number and street (or P.O. box number if mail is not delivered to street address)
225 ASYLUM STREET
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
HARTFORD
,
CT
06103
A Employer identification number
20-3000295
B
Telephone number (see instructions)
(860) 291-3600
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)
$
9,872,991
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
...
325,972
325,972
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
24,826
b
Gross sales price for all assets on line 6a
1,094,501
7
Capital gain net income (from Part IV, line 2)
...
24,826
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
........
350,798
350,798
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)
.......
13,000
6,500
6,500
c
Other professional fees (attach schedule)
....
53,743
31,250
22,493
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
14,321
0
0
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
81,064
37,750
28,993
25
Contributions, gifts, grants paid
.......
491,552
491,552
26
Total expenses and disbursements.
Add lines 24 and 25
572,616
37,750
520,545
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-221,818
b
Net investment income
(if negative, enter -0-)
313,048
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
.............
20,311
92,823
92,823
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)
.......
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)
..........
9,283,281
9,780,168
9,780,168
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)
9,303,592
9,872,991
9,872,991
17
Accounts payable and accrued expenses
..........
4,564
4,564
18
Grants payable
.................
25,000
19
Deferred revenue
.................
20
Loans from officers, directors, trustees, and other disqualified persons
21
Mortgages and other notes payable (attach schedule)
......
22
Other liabilities (describe
)
23
Total liabilities
(add lines 17 through 22)
.........
29,564
4,564
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
9,274,028
9,868,427
25
Net assets with donor restrictions
............
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
27
Paid-in or capital surplus, or land, bldg., and equipment fund
28
Retained earnings, accumulated income, endowment, or other funds
29
Total net assets or fund balances
(see instructions)
.....
9,274,028
9,868,427
30
Total liabilities and net assets/fund balances
(see instructions)
.
9,303,592
9,872,991
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
9,274,028
2
Enter amount from Part I, line 27a
.....................
2
-221,818
3
Other increases not included in line 2 (itemize)
3
816,217
4
Add lines 1, 2, and 3
..........................
4
9,868,427
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
9,868,427
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
PUBLIC TRADED SECURITIES
b
c
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a
1,094,501
1,069,675
24,826
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69
(l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-)
or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a
24,826
b
c
d
e
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
24,826
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
545,546
10,044,934
0.054311
2017
554,723
11,081,342
0.050059
2016
587,921
8,958,624
0.065626
2015
654,660
9,792,903
0.066850
2014
818,616
10,533,899
0.077713
2
Total
of line 1, column (d)
.....................
2
0.314559
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
0.062912
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
9,302,857
5
Multiply line 4 by line 3
......................
5
585,261
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
3,130
7
Add lines 5 and 6
........................
7
588,391
8
Enter qualifying distributions from Part XII, line 4
,.............
8
520,545
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
6,261
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
6,261
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
6,261
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
10,000
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
10,000
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
0
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
3,739
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
3,739
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
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
HTTPS://WWW.BANKATUNITED.COM
14
The books are in care of
THE FOUNDATION
Telephone no.
(860) 291-3600
Located at
225 ASYLUM STREET
HARTFORD
CT
ZIP+4
06103
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
ADAM JEAMEL
PRESIDENT
1.00
0
0
0
225 ASYLUM STREET
HARTFORD
,
CT
06103
WILLIAM HW CRAWFORD
CHAIRMAN
1.00
0
0
0
225 ASYLUM STREET
HARTFORD
,
CT
06103
ERIC R NEWELL
EXEC VP, CFO & TREASURER
1.00
0
0
0
225 ASYLUM STREET
HARTFORD
,
CT
06103
JENNIFER DENBARGE
SECRETARY
1.00
0
0
0
225 ASYLUM STREET
HARTFORD
,
CT
06103
MICHAEL BARS
DIRECTOR
1.00
0
0
0
225 ASYLUM STREET
HARTFORD
,
CT
06103
THOMASINA CLEMONS
DIRECTOR
1.00
0
0
0
225 ASYLUM STREET
HARTFORD
,
CT
06103
RAYMOND LEFURGE
DIRECTOR
1.00
0
0
0
225 ASYLUM STREET
HARTFORD
,
CT
06103
ROSEMARIE PAPA
DIRECTOR
1.00
0
0
0
225 ASYLUM STREET
HARTFORD
,
CT
06103
RICHARD TRACHIMOWICZ
DIRECTOR
1.00
0
0
0
225 ASYLUM STREET
HARTFORD
,
CT
06103
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
9,422,507
b
Average of monthly cash balances
.......................
1b
22,018
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
9,444,525
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
9,444,525
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
141,668
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
9,302,857
6
Minimum investment return.
Enter 5% of line 5
..................
6
465,143
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
465,143
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
6,261
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
6,261
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
458,882
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
458,882
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
458,882
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
520,545
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
520,545
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
520,545
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
458,882
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
......
298,817
b
From 2015
......
182,734
c
From 2016
......
152,842
d
From 2017
......
11,098
e
From 2018
......
50,715
f
Total
of lines 3a through e
........
696,206
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
520,545
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
.....
458,882
e
Remaining amount distributed out of corpus
61,663
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
757,869
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)
...
298,817
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
459,052
10
Analysis of line 9:
a
Excess from 2015
....
182,734
b
Excess from 2016
....
152,842
c
Excess from 2017
....
11,098
d
Excess from 2018
....
50,715
e
Excess from 2019
....
61,663
Form
990-PF
(2019)
Form 990-PF (2019)
Page
10
Part XIV
Private Operating Foundations
(see instructions and Part VII-A, question 9)
1a
If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2019, enter the date of the ruling
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
2a
Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part X for each
year listed
..........
Tax year
Prior 3 years
(e) Total
(a)
2019
(b)
2018
(c)
2017
(d)
2016
b
85% of line 2a
.........
c
Qualifying distributions from Part XII,
line 4 for each year listed
.....
d
Amounts included in line 2c not used directly
for active conduct of exempt activities
..........
e
Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c
....
3
Complete 3a, b, or c for the
alternative test relied upon:
a
“Assets" alternative test—enter:
(1)
Value of all assets
......
(2)
Value of assets qualifying
under section 4942(j)(3)(B)(i)
b
“Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part X, line 6 for each year listed
...
c
“Support" alternative test—enter:
(1)
Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties)
....
(2)
Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)
....
(3)
Largest amount of support
from an exempt organization
(4)
Gross investment income
Part XV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1
Information Regarding Foundation Managers:
a
List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
b
List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or email address of the person to whom applications should be addressed:
b
The form in which applications should be submitted and information and materials they should include:
c
Any submission deadlines:
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form
990-PF
(2019)
Form 990-PF (2019)
Page
11
Part XV
Supplementary Information
(continued)
3
Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient
If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
a
Paid during the year
ASNUNTUCK COMMUNITY COLLEGE FOUNDATION
29 WINKLER RD
EAST WINDSOR
,
CT
06088
PC
ACADEMIC SCHOLARSHIP
35,000
ASSUMPTION COLLEGE
500 SALISBURY ST
WORCESTER
,
MA
01609
PC
GRANT
1,250
AURORA WOMEN & GIRLS FOUNDATION
80 SOUTH MAIN STREET
WEST HARTFORD
,
CT
06107
PC
SIGNATURE BREAKFAST SPONSOR
2,500
AUTISM FAMILIES CONNECTICUT
POST OFFICE BOX 370162
WEST HARTFORD
,
CT
06137
PC
A SPARKLING CELEBRATION
1,500
BABSON COLLEGE
231 FOREST ST
BABSON PARK
,
MA
02457
PC
GRANT
1,250
BENTLEY UNIVERSITY
175 FOREST ST
WALTHAM
,
MA
02452
PC
GRANT
2,880
BOSTON COLLEGE
140 COMMONWEALTH AVENUE
CHESTNUT HILL
,
MA
02467
PC
GRANT
1,250
BOYS & GIRLS CLUB OF HARTFORD
170 SIGOURNEY STREET
HARTFORD
,
CT
06105
PC
POWER HOUR: MAKING MINUTES COUNT PROGRAM
6,000
BRAIN ANUERYSM FOUNDATION
269 HANOVER ST STE 3
HANOVER
,
MA
02339
PC
GRANT
200
BRIDGEPORT NEIGHBORHOOD TRUST
570 STATE STREET
BRIDGEPORT
,
CT
06604
PC
EVENT SPONSORSHIP,PATH PLUS REFERRALS
13,000
BRYANT UNIVERSITY
1150 DOUGLAS PIKE
SMITHFIELD
,
RI
02917
PC
2ND INSTALLMENT 2018 ACADEMIC SCHOLARSHIP
2,500
BUSHNELL
166 CAPITOL AVENUE
HARTFORD
,
CT
06106
PC
PRODUCER LEVEL SPONSORSHIP
19,000
BUSHNELL PARK FOUNDATION
99 TRINITY ST
HARTFORD
,
CT
06105
PC
GRANT
5,000
CENTRAL CONNECTICUT COAST YMCA INC
1240 CHAPEL ST
NEW HAVEN
,
CT
06511
PC
GRANT
1,000
CHANNEL 3 KIDS CAMP
73 TIMES FARM ROAD
ANDOVER
,
CT
06238
PC
GRANT
5,500
CHRYSALIS CENTER INC
255 HOMESTEAD AVE
HARTFORD
,
CT
06105
PC
GRANT
1,500
CIDER MILL ROAD RACE
120 CIDER MILL RD
TOLLAND
,
CT
06084
PC
GRANT
250
CONNECTICUT SCIENCE CENTER
250 COLUMBUS BOULEVARD
HARTFORD
,
CT
06103
PC
VACATION CAMP
10,000
CORNELL UNIVERSITY
616 THURSTON AVE
ITHACA
,
NY
14850
PC
GRANT
1,250
CORNERSTONE FOUNDATION INC
HELEN SYRIAC
ROCKVILLE
,
CT
06066
PC
SUPPORT OF THE FOOD CUPBOARD
500
COVENANT PREPARATORY SCHOOL INC
185 BROAD STREET
HARTFORD
,
CT
06105
PC
SPRING ANNUAL FUND
10,000
COVENTRY LIONS CLUB
74 DALE RD
WETHERSFIELD
,
CT
06109
PC
GRANT
500
COVENTRY YOUTH BASEBALL ASSOCIATION INC
PO BOX 516
COVENTRY
,
CT
06238
PC
SAFETY FENCING AND FIELD IMPROVEMENTS
500
CSC
10 FRANKLIN SQUARE
NEW BRITAIN
,
CT
06051
PC
GRANT
472
CT VETERANS DAY PATRIOT RACE
PO BOX 262
COVENTRY
,
CT
06238
PC
PATRIOTS DAY RACE
500
CYSTIC FIBROSIS FOUNDATION
306 INDUSTRIAL PARK RD
MIDDLETOWN
,
CT
06457
PC
GRANT
2,500
DANA-FARBER CANCER INSTITUTE
450 BROOKLINE AVE
BOSTON
,
MA
02215
PC
GRANT
750
DRESS FOR SUCCESS HARTFORD
280 TRUMBULL STREET
HARTFORD
,
CT
06103
PC
GRANT
500
EAST AFRICAN CENTER
1280 5TH AVE
NEW YORK
,
NY
10029
PC
GRANT
2,500
EAST HARTFORD LIONS CLUB FOUNDATION
PO BOX 380765
EAST HARTFORD
,
CT
06138
PC
GRANT
125
EAST OF THE RIVER CHAMBER OF COMMERCE
280 N MAIN ST SUITE 2
EAST LONGMEADOW
,
MA
01028
PC
GRANT
2,500
EASTERN CT ST UNIV
83 WINDHAM ST
WILLIMANTIC
,
CT
06226
PC
GRANT
1,250
EDUCATIONAL RESOURCES FOR CHILDREN INC
174 S RD SUITE 200
ENFIELD
,
CT
06082
PC
GRANT
400
ELLINGTON RIDGE COUNTRY CLUB
56 ABBOTT RD
ELLINGTON
,
CT
06029
PC
GRANT
2,170
ENFIELD FOURTH OF JULY
POST OFFICE BOX 3203
ENFIELD
,
CT
06082
PC
4TH OF JULY CELEBRATION
2,500
EVENTS OF JOY
191 NORTHAMPTON ST
EASTHAMPTON
,
MA
01027
PC
GRANT
675
FOOD SHARE
ATT AL MARINO
BLOOMFIELD
,
CT
06002
PC
TURKEY PURCHASES FOR EMPLOYEE MEETING, EMPTY BOWLS EVENT
8,700
FRIENDS OF HYDE PARK
1 EAST MARKET STREET 226
HYDE PARK
,
NY
12538
PC
GRANT
250
GLASTONBURY ROTARY CLUB
PO BOX 67
GLASTONBURY
,
CT
06033
PC
GRANT
650
GOODWIN COLLEGE FOUNDATION
ONE RIVERSIDE DRIVE
EAST HARTFORD
,
CT
06118
PC
GRANT
3,850
GRACE ACADEMY INC
277 MAIN STREET
HARTFORD
,
CT
06106
PC
THE POWER OF GRACE CUM LAUDE SPONSORSHIP
5,000
GREATER HARTFORD ARTS COUNCIL
45 PRATT STREET
HARTFORD
,
CT
06123
PC
BIG RED FOR THE ARTS SPONSORSHIP
2,500
GREATER HARTFORD CHAM COMM FOUNDATION
31 PRATT ST
HARTFORD
,
CT
06103
PC
HYPE TONS OF TOYS SHOPPING SPREE
500
GREATER HARTFORD HOST LIONS CLUB
102 LASALLE ROAD
WEST HARTFORD
,
CT
06107
PC
BREAKFAST SPONSOR
500
GREATER HARTFORD RIDESHARING CORPORATION
1404 BLUE HILLS AVE
BLOOMFIELD
,
CT
06002
PC
GRANT
500
HABITAT FOR HUMANITY - GREATER NEW HAVEN
37 UNION STREET
NEW HAVEN
,
CT
06511
PC
GRANT
2,500
HAMILTON COLLEGE
198 COLLEGE HILL RD
CLINTON
,
NY
13323
PC
GRANT
1,250
HANDS ON HARTFORD
55 BARTHOLOMEW AVE
HARTFORD
,
CT
06106
PC
GRANT
2,500
HARTFORD CONSORTIUM FOR HIGHER EDUCATION
31 PRATT ST
HARTFORD
,
CT
06103
PC
GRANT
2,500
HARTFORD MARATHON FOUNDATION
41 SEQUIN DRIVE
GLASTONBURY
,
CT
06033
PC
GRANT
25,000
HARTFORD SYMPHONY ORCHESTRA
166 CAPITOL AVE
HARTFORD
,
CT
06106
PC
BRAVO! GALA SPONSORSHIP
6,400
HARTFORD'S CAMP COURANT
285 BROAD STREET
HARTFORD
,
CT
06115
PC
GRANT
2,500
HIGHLAND PARK FAMILIES FOUNDATION
317 HIGHLAND STREET
MANCHESTER
,
CT
06040
PC
GRANT
1,500
HOCKANUM VALLEY COMMUNITY COUNCIL
29 NAEK ROAD
VERNON
,
CT
06066
PC
CORPORATE SPONSOR 2018, GIFT IN HONOR OF DAVID ENGELSON, MATCHING GRANT FOR ROSEMARIE PAPA
12,400
HOLE IN THE WALL COMPANY
116 MAIN ST PO BOX 942
NEW BRITAIN
,
CT
06051
PC
GRANT
750
HOLLAND & KNIGHT CHARITABLE FOUNDATION
263 TRESSER BOULEVARD SUITE 1400
STAMFORD
,
CT
06901
PC
GRANT
500
HOME BUILDERS ASSOCIATION OF CENTRAL CT
435 CHAPEL ROAD SUITE B
SOUTH WINDSOR
,
CT
06074
PC
GRANT
1,500
HOUSING DEVELOPMENT FUND
100 PROSPECT STREET SUITE 100
STAMFORD
,
CT
06901
PC
INVESTOR SPONSOR - BENEFIT BREAKFAST
2,500
HUMAN SERVICES COUNCIL
1 PARK ST
NORWALK
,
CT
06851
PC
GRANT
1,500
INTEGRATED HEALTH SERVICES INC
763 BURNSIDE AVE 5
EAST HARTFORD
,
CT
06108
PC
GRANT
15,000
INTERNATIONAL HARTFORD LTD
151 NEW PARK AVENUE SUITE 5A
HARTFORD
,
CT
06106
PC
ONE WORLD MARKET BUSINESS INCUBATOR PROGRAM
2,000
INTERVAL HOUSE
POST OFFICE BOX 340207
HARTFORD
,
CT
06134
PC
STEP UP, STEP OUT! SIGNATURE SPONSOR
21,000
JEWISH FEDERATION OF GREATER HARTFORD
333 BLOOMFIELD AVE
WEST HARTFORD
,
CT
06117
PC
GRANT
7,500
JOHNSON & WALES UNIV
8 ABBOTT PARK PL
PROVIDENCE
,
RI
02903
PC
GRANT
1,250
JONNYCAKE CENTER OF WESTERLY
23 INDUSTRIAL DR
WESTERLY
,
RI
02891
PC
GRANT
500
JORDAN MATTHEW PORCO MEMORIAL FOUNDATION
225 ASYLUM ST
HARTFORD
,
CT
06106
PC
GRANT
2,750
JOSEPHS UNIVERSITY
1678 ASYLUM AVE
WEST HARTFORD
,
CT
06117
PC
GRANT
1,250
KIDSAFE CT
19 ELM ST
VERNON
,
CT
06066
PC
GRANT
1,000
LEA'S FOUNDATION FOR LEUKEMIA RESEARCH
522 H COTTAGE GROVE ROAD
BLOOMFIELD
,
CT
06002
PC
23RD ANNUAL VALENTINE'S BALL SPONSOR
2,500
LITERACY VOLUNTEERS OF GREATER HARTFORD
30 ARBOR ST
HARTFORD
,
CT
06106
PC
GRANT
1,000
LONG ISLAND UNIV POST
1 UNIVERSITY PLAZA
BROOKLYN
,
NY
11201
PC
GRANT
1,250
MANCHESTER AREA CONFERENCE OF CHURCHES
466 MAIN ST
MANCHESTER
,
CT
06040
PC
GRANT
1,000
MANCHESTER COMMUNITY COLLEGE FOUNDATION
GREAT PATH
MANCHESTER
,
CT
06045
PC
GRANT
5,000
MANCHESTER LIONS CLUB
PO BOX 614
MANCHESTER
,
CT
06045
PC
GRANT
85
MANCHESTER ROTARY CLUB FOUNDATION
305 SOUTH MAIN ST
MANCHESTER
,
CT
06040
PC
GRANT
750
MARC INC OF MANCHESTER
151 SHELDON RD
MANCHESTER
,
CT
06042
PC
GRANT
1,325
MARIST COLLEGE
3399 NORTH RD
POUGHKEEPSIE
,
NY
12601
PC
GRANT
1,250
MARK TWAIN HOUSE AND MUSEUM
385 FARMINGTON AVE
HARTFORD
,
CT
06105
PC
GRANT
2,500
MARYNN LOPRETE MEMORIAL FDTN
90 BIRCHWOOD RD
EAST HARTFORD
,
CT
06118
PC
GRANT
200
MASTER'S SCHOOL
SONYA ALLEN
WEST SIMSBURY
,
CT
06092
PC
GALA SPONSOR
15,500
MUSCULAR DYSTROPHY ASSOCIATION
1952 WHITNEY AVE 210
HAMDEN
,
CT
06517
PC
GRANT
100
MYLENOMA INSTITUTE BOMC
225 ASYLUM ST
HARTFORD
,
CT
06103
PC
GRANT
300
NETWORK AGAINST DOMESTIC ABUSE
139 HAZARD AVENUE
ENFIELD
,
CT
06082
PC
COMMUNITY YOUTH EDUCATION PROGRAM
1,000
NEW HAVEN HOME OWNERSHIP CENTER
333 SHERMAN AVE
NEW HAVEN
,
CT
06511
PC
GRANT
4,000
NUTMEG STATE GAMES
975 MIDDLE ST
MIDDLETOWN
,
CT
06457
PC
GRANT
2,500
OHIO ST UNIV
281 W LANE AVE
COLUMBUS
,
OH
43210
PC
GRANT
1,250
ORLANDO MAGIC YOUTH FOUNDATION
400 W CHURCH ST 200
ORLANDO
,
FL
32801
PC
GRANT
6,500
PERENNIAL PLANTERS GARDEN CLUB
225 ASYLUM STREET
HARTFORD
,
CT
06103
PC
GRANT
500
PGA CONNECTICUT SECTION
931 MAIN STREET
SOUTH GLASTONBURY
,
CT
06073
PC
GRANT
3,000
PMC - JIMMY FUND
10 BROOKLINE PLACE
WEST BROOKLINE
,
MA
02445
PC
GRANT
1,500
RACH'S HOPE
5 MAPLE LANE
WESTPORT
,
CT
06880
PC
GRANT
6,000
RAGE ROBOTICS
1 EAGLE HILL DR
TOLLAND
,
CT
06084
PC
GRANT
500
RHS MARCHING BAND BOOSTER CLUB
11595 KING RD
ROSWELL
,
GA
30075
PC
GRANT
500
RIVERFRONT RECAPTURE
50 COLUMBUS BOULEVARD
HARTFORD
,
CT
06106
PC
THE BIG MO'
3,000
ROCKVILLE COMMUNITY ALLIANCE
PO BOX 45
VERNON
,
CT
06066
PC
GRANT
1,895
ROCKVILLE DOWNTOWN ASSOCIATION INC
30 PARK PL
VERNON
,
CT
06066
PC
GRANT
1,950
ROCKVILLE ELKS LODGE 1359
9 NORTH PARK ST
VERNON
,
CT
06066
PC
GRANT
5,000
ROCKVILLE HIGH SCHOOL
70 LOVELAND HILL ROAD
VERNON
,
CT
06066
PC
ROCK'N ROBOTICS
900
ROCKVILLE ROTARY
1251 W MONTGOMERY AVE
ROCKVILLE
,
MD
20850
PC
GRANT
3,000
RON FOLEY FOUNDATION
1000 FARMINGTON AVE 108A
WEST HARTFORD
,
CT
06229
PC
GRANT
2,500
SACRED HEART UNIVERSITY
515 PARK AVE
FAIRFIELD
,
CT
06825
PC
GRANT
2,000
SAINT BRIDGET SCHOOL
171 MAIN STREET
CHESIRE
,
CT
06410
PC
GRANT
250
SECOND BAPTIST CHURCH
100 NORTH MAIN ST
SUFFIELD
,
CT
06078
PC
GRANT
75
SERVICE CORPS OF RETIRED EXECUTIVES
280 TRUMBULL STREET
HARTFORD
,
CT
06103
PC
GRANT
500
SMILOW
5520 PARK AVENUE
TRUMBULL
,
CT
06611
PC
GRANT
250
SMITH COLLEGE
100 ELM ST
NORTHAMPTON
,
MA
01063
PC
GRANT
1,250
SOMERS BEAUTIFICATION
600 MAIN ST
SOMERS
,
CT
06071
PC
GRANT
300
SOMERS CULTURAL COMMISSION
600 MAIN ST
SOMERS
,
CT
06071
PC
GRANT
200
SOMERS LITTLE LEAGUE
PO BOX 591
SOMERS
,
CT
06071
PC
GRANT
500
SOUTH WINDSOR HIGH SCHOOL FIRST ROBOTICS
161 NEVERS RD
SOUTH WINDSOR
,
CT
06074
PC
GRANT
500
ST JOHN'S UNIVERSITY
8000 UTOPIA PWKY
JAMAICA
,
NY
11439
PC
GRANT
1,250
STAMFORD DOLLARS FOR SCHOLARS
PO BOX 3559
STAMFORD
,
CT
06905
PC
GRANT
900
STEPPING STONES
303 WEST AVE
NORWALK
,
CT
06850
PC
GRANT
2,500
THE ALS ASSOCIATION - CT CHAPTER
4 OXFORD ROAD
MILFORD
,
CT
06460
PC
GRANT
250
THE AMISTAD CENTER FOR ART AND CULTURE
600 MAIN ST
HARTFORD
,
CT
06103
PC
GRANT
5,000
THE CONNECTICUT ELECTRIC RAILWAY ASSOC
58 N RD 9606
EAST WINDSOR
,
CT
06088
PC
GRANT
2,500
THE CONNECTICUT FORUM INC
750 MAIN ST
HARTFORD
,
CT
06103
PC
GRANT
24,000
THE IQUILT PARTNERSHIP
31 PRATT STREET
HARTFORD
,
CT
06103
PC
WINTERFEST HARTFORD
30,000
THE ROTARY CLUB OF SUFFIELD
PO BOX 283
SUFFIELD
,
CT
06078
PC
GRANT
300
THE VILLAGE FOR FAMILIES & CHILDREN
331 WETHERSFIELD AVE
HARTFORD
,
CT
06103
PC
GRANT
350
TOLLAND COUNTY CHAMBER OF COMMERCE
30 HYDE AVE
VERNON
,
CT
06066
PC
GRANT
5,000
TOLLAND EDUCATION FOUNDATION
58 HARTFORD TURNPIKE
TOLLAND
,
CT
06084
PC
GRANT
200
TOWN OF COVENTRY
1712 MAIN STREET
COVENTRY
,
CT
06238
PC
COMMUNITY CONCERT SERIES
500
TUNXIS COMM COL
271 SCOTT SWAMP RD
FARMINGTON
,
CT
06032
PC
GRANT
1,250
UCONN
2075 HILLSIDE RD
STORRS
,
CT
06269
PC
GRANT
3,750
UMASS AMHERST
1 CAMPUS CENTER WAY
AMHERST
,
MA
01003
PC
GRANT
1,250
UNICO - MANCHESTER CHAPTER
2075 HILLSIDE RD
STORRS
,
CT
06269
PC
GRANT
500
UNIV OF CONNECTICUT
2075 HILLSIDE RD
STORRS
,
CT
06269
PC
GRANT
7,500
UNIV OF NEW HAMPSHIRE
105 MAIN ST
DURHAM
,
NH
03824
PC
GRANT
2,500
UNIVERSITY OF DAYTON
300 COLLEGE PARK
DAYTON
,
OH
45469
PC
GRANT
1,250
UNIVERSITY OF NEW HAVEN
300 BOSTON POST RD
WEST HAVEN
,
CT
06516
PC
GRANT
1,250
USA BOXING CONNECTICUT
955 CONNECTICUT AVE
BRIDGEPORT
,
CT
06607
PC
GRANT
750
VARIOUS SCHOLARSHIPS
225 ASYLUM ST
HARTFORD
,
CT
06103
PC
2018 ACADEMIC SCHOLARSHIP
16,250
VERNON TEEN CENTER
375 HARTFORD TURNPIKE
VERNON
,
CT
06066
PC
GRANT
2,800
VIRGINIA TECH
800 WASHINGTON STREET
BLACKSBURG
,
VA
24061
PC
GRANT
1,250
WATKINSON SCHOOL
180 BLOOMFIELD AVE
HARTFORD
,
CT
06105
PC
GRANT
2,500
WESTERN NEW ENGLAND UNIV
1215 WILBRAHAM RD
SPRINGFIELD
,
MA
01119
PC
GRANT
1,250
WESTPORT COUNTRY PLAYHOUSE
25 POWERS CT
WESTPORT
,
CT
06880
PC
GRANT
1,000
WILLIAM AND MARYBUSINESS SCHOOLFOUNDATION
200 STADIUM DR
WILLIAMSBURG
,
VA
23185
PC
GRANT
30,000
WOOD MEMORIAL LIBRARY
783 MAIN ST
SOUTH WINDSOR
,
CT
06074
PC
GRANT
2,500
WORCESTER POLYTECHNIC INST
100 INSTITUTE RD
WORCESTER
,
MA
01609
PC
GRANT
2,500
WOOD MEMORIAL LIBRARY
783 MAIN ST
SOUTH WINDSOR
,
CT
06074
PC
GRANT
2,500
Total
.................................
3a
516,552
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
325,972
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
24,826
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
350,798
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
350,798
(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