Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2019
Open to Public Inspection
For calendar year 2019, or tax year beginning 01-01-2019 , and ending 12-31-2019
Name of foundation
WILLIAM CASPAR GRAUSTEIN MEMORIAL FUND
 
Number and street (or P.O. box number if mail is not delivered to street address)2319 WHITNEY AVENUE NO 2B
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
HAMDEN, CT06518
A Employer identification number

04-6037391
B Telephone number (see instructions)

(203) 230-3330
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$118,939,180J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 1,504
2 Check bullet.............
3 Interest on savings and temporary cash investments 164,639 164,639  
4 Dividends and interest from securities... 282,122 282,122  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,459,595
b Gross sales price for all assets on line 6a 21,822,330
7 Capital gain net income (from Part IV, line 2)... 2,459,595
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)....... Click to see attachment 4,258,627 4,275,184 0
12 Total. Add lines 1 through 11........ 7,166,487 7,181,540 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 398,210 81,352 0 316,858
14 Other employee salaries and wages...... 1,214,747 24,295 0 1,190,452
15 Pension plans, employee benefits....... 616,930 12,339 0 604,591
16a Legal fees (attach schedule)......... Click to see attachment 6,660 133 0 6,527
b Accounting fees (attach schedule)....... Click to see attachment 131,655 49,077 0 116,078
c Other professional fees (attach schedule).... Click to see attachment 865,146 316,114 0 549,032
17 Interest............... 9,731 9,731 0 0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 141,921 0 0 1,500
19 Depreciation (attach schedule) and depletion... Click to see attachment 58,792 0 0
20 Occupancy.............. 186,079 3,722 0 182,357
21 Travel, conferences, and meetings....... 90,985 22,746 0 68,239
22 Printing and publications.......... 7,938 0 0 7,938
23 Other expenses (attach schedule)....... Click to see attachment 622,762 0 0 622,762
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 4,351,556 519,509 0 3,666,334
25 Contributions, gifts, grants paid....... 3,336,730 3,336,730
26 Total expenses and disbursements. Add lines 24 and 25 7,688,286 519,509 0 7,003,064
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -521,799
b Net investment income (if negative, enter -0-) 6,662,031
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2019)
Form 990-PF (2019)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 500 500 500
2 Savings and temporary cash investments......... 1,047,876 3,053,888 3,053,888
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 2,172,058 Click to see attachment2,243,967 2,243,967
b Investments—corporate stock (attach schedule)....... 63,054,176 Click to see attachment51,530,240 51,530,240
c Investments—corporate bonds (attach schedule)....... 2,958,550 Click to see attachment3,259,401 3,259,401
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 39,640,310 Click to see attachment58,040,295 58,040,295
14 Land, buildings, and equipment: basis bullet547,275
Less: accumulated depreciation (attach schedule) bullet345,970 139,509 Click to see attachment201,305 201,305
15 Other assets (describe bullet) Click to see attachment540,103 Click to see attachment609,584 Click to see attachment609,584
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 109,553,082 118,939,180 118,939,180
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment514,632 Click to see attachment546,991
23 Total liabilities (add lines 17 through 22)......... 514,632 546,991
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 109,038,450 118,392,189
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
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)..... 109,038,450 118,392,189
30 Total liabilities and net assets/fund balances (see instructions). 109,553,082 118,939,180
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
109,038,450
2
Enter amount from Part I, line 27a .....................
2
-521,799
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
9,907,897
4
Add lines 1, 2, and 3 ..........................
4
118,424,548
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
32,359
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
118,392,189
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 CIMAREX ENERGY CO COM P 2019-09-19 2019-09-25
b COGNIZANT TECH SOLUTIONS CORP CL A P 2019-09-19 2019-09-25
c EOG RESOURCES INC COM P 2019-09-19 2019-10-25
d APPLE INC COM STK P 2019-09-19 2019-10-25
e JPMORGAN CHASE & CO COM P 2019-09-19 2019-10-25
APPLE INC COM STK P 2019-09-19 2019-10-30
AMERICAN WTR WKS CO INC NEW COM P 2019-09-19 2019-11-12
KS CY SOUTHN P 2019-09-19 2019-11-12
EOG RESOURCES INC COM P 2019-09-19 2019-11-12
AVANGRID INC COM P 2019-09-19 2019-12-16
PORTLAND GENERAL ELECTRIC CO COM NEW COMNEW P 2019-09-19 2019-12-16
BOOKING HLDGS INC COM P 2019-09-19 2019-12-16
COSTCO WHOLESALE CORP NEW COM P 2019-09-19 2019-12-16
DANAHER CORP COM P 2019-09-19 2019-12-16
ADR EQUINOR ASA SPONSORED ADR P 2019-09-19 2019-12-16
BAXTER INTL INC COM P 2019-09-19 2019-12-18
HD SUPPLY HLDGS INC. COM P 2019-09-19 2019-12-19
COSTCO WHOLESALE CORP NEW COM P 2019-09-19 2019-12-20
ANHEUSER-BUSCH 3.65% DUE 02-01-2026 P 2018-10-16 2019-02-11
UNITED STATES TREAS NTS DTD 05/31/2014 1.5% DUE 05-31-2019 REG P 2018-11-16 2019-02-11
UNITED STATES TREAS NTS DTD 02/28/2015 1.375% DUE 02-29-2020 REG P 2018-10-05 2019-04-04
UNITED STATES TREAS NTS DTD 01/31/2013 1.375% DUE 01-31-2020 REG P 2018-10-05 2019-06-13
MEDTRONIC INC 3.15% DUE 03-15-2022 P 2018-10-11 2019-07-12
UNITED STATES TREAS NTS DTD 05/31/2013 1.375% DUE 05-31-2020 REG P 2018-10-05 2019-07-17
TOTAL CAP 4.45% DUE 06-24-2020 P 2018-10-16 2019-09-09
TOTAL CAP 4.45% DUE 06-24-2020 P 2018-10-05 2019-09-09
UNITED STATES TREAS NTS DTD 00476 2.125%DUE 08-31-2020 REG P 2018-10-05 2019-09-09
AMERICAN EXPRESS CREDIT 2.375% DUE 05-26-2020 P 2018-10-18 2019-10-10
JACKSON ST UNIV EDL BLDG CORP MISS REV 2.1% 03-01-2020 BEO TAXABLE P 2018-11-06 2019-10-11
APPLE INC 2.85% DUE 02-23-2023 P 2018-10-16 2019-10-31
UNITED STATES OF AMERICA TBOND 1.75% 05-15-2023 P 2018-10-05 2019-11-01
HSBC HOLDINGS PLC 5.1 DUE 04-05-2021 P 2019-10-31 2019-11-26
UNITED STATES TREAS NTS TREAS NTS 2% DUE11-30-2020 REG P 2018-11-15 2019-11-27
CDN NAT RES LTD COM CDN NAT RES COM STK P 2019-01-15 2019-05-24
CDN NAT RES LTD COM CDN NAT RES COM STK P 2019-01-25 2019-05-24
#REORG/RED HAT CASH MERGER 07-09-2019 P 2018-05-22 2019-07-10
YUM BRANDS INC COM P 2017-10-02 2019-01-15
UNION PAC CORP COM P 2017-12-18 2019-01-15
YUM BRANDS INC COM P 2016-12-27 2019-01-15
WORKDAY INC CL A COM USD0.001 P 2017-10-02 2019-01-25
WORKDAY INC CL A COM USD0.001 P 2016-09-19 2019-01-25
DOLLAR GEN CORP NEW COM P 2017-04-05 2019-02-05
#REORG/CELGENE CORP CASH AND STOCK MERGER BRISTOL 2087237, 2A15AG3 11-20-201 P 2017-12-18 2019-03-18
#REORG/CELGENE CORP CASH AND STOCK MERGER BRISTOL 2087237, 2A15AG3 11-20-201 P 2016-09-19 2019-03-18
#REORG/CELGENE CORP CASH AND STOCK MERGER BRISTOL 2087237, 2A15AG3 11-20-201 P 2016-09-19 2019-03-18
ALCON AG COM USD0.04 WI P 2017-03-03 2019-04-09
#REORG/CELGENE CORP CASH AND STOCK MERGER BRISTOL 2087237, 2A15AG3 11-20-201 P 2016-09-19 2019-04-23
CISCO SYSTEMS INC P 2016-09-19 2019-04-23
ALCON AG COM USD0.04 WI P 2017-03-03 2019-06-07
COMCAST CORP NEW-CL A P 2017-12-18 2019-06-07
ALCON AG COM USD0.04 WI P 2016-09-19 2019-06-07
COMCAST CORP NEW-CL A P 2017-12-18 2019-07-10
COMCAST CORP NEW-CL A P 2016-09-19 2019-07-10
CHIPOTLE MEXICAN GRILL INC COM STK P 2018-06-19 2019-10-08
APPLE INC COM STK P 2018-01-31 2019-10-29
COSTCO WHOLESALE CORP NEW COM P 2018-11-01 2019-11-12
#REORG/DELL INC CASH MERGER 10-29-2013 P 2019-01-01 2019-10-29
U.S CL ACTIONS (DELISTED/VAR CUSIPS) P 2019-01-01 2019-10-30
CHIPOTLE MEXICAN GRILL INC COM STK P 2018-11-01 2019-10-08
COMCAST CORP NEW-CL A P 2018-10-19 2019-07-10
APPLE INC COM STK P 2019-02-05 2019-10-29
#REORG/RED HAT CASH MERGER 07-09-2019 P 2018-07-20 2019-07-10
PFIZER INC COM P 2019-01-01 2019-03-11
#REORG/AMERICAN REV SPLIT TO AMERICAN INTERNATIONL GRP 2053139 6/30/09 P 2019-01-01 2019-04-26
TIFF MULTI ASSET FUND P 2000-01-01 2019-01-29
TIFF MULTI ASSET FUND P 2000-01-01 2019-01-31
TIFF MULTI ASSET FUND P 2000-01-01 2019-02-21
TIFF MULTI ASSET FUND P 2000-01-01 2019-03-14
TIFF MULTI ASSET FUND P 2000-01-01 2019-03-15
TIFF MULTI ASSET FUND P 2000-01-01 2019-06-06
TIFF MULTI ASSET FUND P 2000-01-01 2019-06-14
TIFF MULTI ASSET FUND P 2000-01-01 2019-09-05
TIFF MULTI ASSET FUND P 2000-01-01 2019-09-13
TIFF MULTI ASSET FUND P 2000-01-01 2019-10-03
TIFF MULTI ASSET FUND P 2000-01-01 2019-11-26
TIFF MULTI ASSET FUND P 2000-01-01 2019-12-13
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 12,393   13,497 -1,104
b 16,965   18,048 -1,083
c 9,057   10,199 -1,142
d 19,621   17,687 1,934
e 34,877   32,965 1,912
21,818   19,898 1,920
12,094   12,856 -762
12,207   10,601 1,606
21,515   23,744 -2,229
10,487   10,775 -288
10,561   10,690 -129
13,960   14,410 -450
14,683   14,382 301
16,679   16,040 639
28,858   30,450 -1,592
30,726   32,235 -1,509
25,571   25,620 -49
32,364   31,641 723
53,346   52,858 488
74,795   74,599 196
104,036   103,670 366
104,504   104,085 419
49,378   47,670 1,708
104,426   103,681 745
20,363   20,202 161
55,999   55,569 430
105,345   104,236 1,109
75,142   74,618 524
79,942   79,646 296
36,073   34,378 1,695
30,195   28,697 1,498
77,963   78,042 -79
50,164   49,577 587
133,535   145,331 -11,796
71,044   73,061 -2,017
40,850   34,961 5,889
17,480   14,303 3,177
71,496   61,956 9,540
53,971   38,453 15,518
20,203   12,007 8,196
53,818   23,559 30,259
37,553   22,343 15,210
26,626   32,931 -6,305
49,473   54,987 -5,514
17,575   21,589 -4,014
23   18 5
111,878   116,810 -4,932
82,506   28,199 54,307
6,138   4,790 1,348
40,469   38,739 1,730
33,624   18,824 14,800
3,711   3,370 341
77,268   19,854 57,414
57,283   33,255 24,028
29,640   20,223 9,417
51,982   39,684 12,298
72     72
19,268     19,268
24,204   14,148 10,056
87,527   72,447 15,080
53,890   38,296 15,594
144,590   112,701 31,889
158   72 86
256     256
500,000   466,194 33,806
500,000   459,963 40,037
5,250,000   4,743,835 506,165
2,000,000   1,791,954 208,046
578,903   512,948 65,955
3,000,000   2,673,601 326,399
578,903   507,923 70,980
995,000   863,080 131,920
578,903   499,270 79,633
2,985,000   2,646,126 338,874
1,492,500   1,261,881 230,619
578,903   481,783 97,120
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       -1,104
b       -1,083
c       -1,142
d       1,934
e       1,912
      1,920
      -762
      1,606
      -2,229
      -288
      -129
      -450
      301
      639
      -1,592
      -1,509
      -49
      723
      488
      196
      366
      419
      1,708
      745
      161
      430
      1,109
      524
      296
      1,695
      1,498
      -79
      587
      -11,796
      -2,017
      5,889
      3,177
      9,540
      15,518
      8,196
      30,259
      15,210
      -6,305
      -5,514
      -4,014
      5
      -4,932
      54,307
      1,348
      1,730
      14,800
      341
      57,414
      24,028
      9,417
      12,298
      72
      19,268
      10,056
      15,080
      15,594
      31,889
      86
      256
      33,806
      40,037
      506,165
      208,046
      65,955
      326,399
      70,980
      131,920
      79,633
      338,874
      230,619
      97,120
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 2,459,595
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2018 7,761,913 113,443,172 0.068421
2017 6,047,570 114,306,275 0.052907
2016 5,109,968 104,343,648 0.048972
2015 5,880,372 110,243,998 0.053340
2014 5,932,267 112,861,237 0.052562
2
Total of line 1, column (d) .....................
2
0.276202
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
0.055240
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5......
4
124,160,708
5
Multiply line 4 by line 3......................
5
6,858,638
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
66,620
7
Add lines 5 and 6........................
7
6,925,258
8
Enter qualifying distributions from Part XII, line 4,.............
8
7,123,651
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2019)
Form 990-PF (2019)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 66,620
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 66,620
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 66,620
6 Credits/Payments:
a 2019 estimated tax payments and 2018 overpayment credited to 2019 6a 383,179
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 100,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 483,179
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 416,559
11 Enter the amount of line 10 to be: Credited to 2020 estimated taxBullet66,640 RefundedBullet 11 349,919
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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)
    bulletCT, NY
    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 addressbulletWWW.WCGMF.ORG
    14
    The books are in care ofbulletTHE ORGANIZATION Telephone no.bullet (203) 230-3330

    Located atbullet2319 WHITNEY AVENUE NO 2BHAMDENCT ZIP+4bullet06518
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2019?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2019, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2019?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2019 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2019.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2019?
    4b
     
    No
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    WILLIAM C GRAUSTEIN TRUSTEE
    5.00     		6,947 0 0
    ONE HAMDEN CENTER SUITE 2B 2319
    WHITNEY AVENUE
    HAMDEN,CT06518
    BENJAMIN R SHUTE JR TRUSTEE
    3.00     		17,525 0 0
    ONE HAMDEN CENTER SUITE 2B 2319
    WHITNEY AVENUE
    HAMDEN,CT06518
    LISA GRAUSTEIN TRUSTEE
    2.00     		0 0 0
    ONE HAMDEN CENTER SUITE 2B 2319
    WHITNEY AVENUE
    HAMDEN,CT06518
    BARBARA TINNEY TRUSTEE
    2.00     		8,550 0 0
    ONE HAMDEN CENTER SUITE 2B 2319
    WHITNEY AVENUE
    HAMDEN,CT06518
    JESSICA SAGER TRUSTEE
    2.00     		6,050 0 0
    ONE HAMDEN CENTER SUITE 2B 2319
    WHITNEY AVENUE
    HAMDEN,CT06518
    ANGELICA MATOS TRUSTEE
    2.00     		5,225 0 0
    ONE HAMDEN CENTER SUITE 2B 2319
    WHITNEY AVENUE
    HAMDEN,CT06518
    LAURA A BERRY TRUSTEE
    2.00     		18,150 0 0
    ONE HAMDEN CENTER SUITE 2B 2319
    WHITNEY AVENUE
    HAMDEN,CT06518
    R DAVID ADDAMS EXECUTIVE DIRECTOR
    50.00     		252,779 48,456 0
    ONE HAMDEN CENTER SUITE 2B 2319
    WHITNEY AVENUE
    HAMDEN,CT06518
    LUCAS CODOGNOLLA TRUSTEE
    2.00     		1,325 0 0
    ONE HAMDEN CENTER SUITE 2B 2319
    WHITNEY AVENUE
    HAMDEN,CT06518
    ANNA BLANDING TRUSTEE
    5.00     		4,400 0 0
    ONE HAMDEN CENTER SUITE 2B 2319
    WHITNEY AVENUE
    HAMDEN,CT06518
    CONSTANCE ROYSTER TRUSTEE
    5.00     		3,525 0 0
    ONE HAMDEN CENTER SUITE 2B 2319
    WHITNEY AVENUE
    HAMDEN,CT06518
    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
    WILLIAM JOHNSON DIR. OF EDUCATION ST
    40.00     		170,767 17,077 66,944
    ONE HAMDEN CENTER2B2319 WHITNEY AVE
    HAMDEN,CT06158
    CARMEN SIBERON SENIOR PROGRAM OFFIC
    40.00     		165,944 16,594 30,768
    ONE HAMDEN CENTER2B2319 WHITNEY AVE
    HAMDEN,CT06158
    JANEE WOODS DIRECTOR-ORG. CULTUR
    40.00     		135,373 13,537 32,160
    ONE HAMDEN CENTER2B2319 WHITNEY AVE
    HAMDEN,CT06158
    RAQUEL SANTIAGO-MARTINEZ DIRECTOR OF FINANCE
    40.00     		122,642 12,264 45,708
    ONE HAMDEN CENTER2B2319 WHITNEY AVE
    HAMDEN,CT06158
    PRISCILLA FAUSTINI DIR OF OPERATIONS -
    40.00     		103,417 10,342 36,192
    ONE HAMDEN CENTER2B2319 WHITNEY AVE
    HAMDEN,CT06518
    Total number of other employees paid over $50,000...................bullet 3
    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
    LAUNCH CONSULTING LLC CONSULTING 176,080
    43 DORRANCE PLACE
    HAMDEN,CT06518
    CAMBRIDGE ASSOCIATES INVESTMENT ADVISORS 150,000
    100 SUMMER STREET
    BOSTON,MA02110
    SOLID FIRE CONSULTING LLC CONSULTING 96,332
    292 LEFFERTS AVENUE
    BROOKLYN,NY11225
    T M BYXBEE COMPANY PC ACCOUNTING 91,000
    2319 WHITNEY AVENUE
    HAMDEN,CT06518
    DE CLERQ OFFICE GROUP OFFICE DESIGN 55,068
    1227 WHITNEY AVE
    HAMDEN,CT06517
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 PROGRAMS TO:BUILD ASSETS WITHIN CHILDREN'S HOMES, SCHOOLS, NEIGHBORHOODS, AND SOCIETY TO REVERSE THE EFFECTS OF STRUCTURAL RACISM AND POVERTY.INVEST IN A SMALL NUMBER OF HIGHLY DISTRESSED NEIGHBORHOODS AS THE CENTER OF OUR WORK AGAINST POVERTY AND RACISM.SUPPORT PEOPLE MOST AFFECTED, ESPECIALLY PARENTS, TO NAVIGATE AND CHANGE THE BARRIERS THEY SEE.PROMOTE GREATER AWARENESS AND UNDERSTANDING OF THE DISPARITIES RESULTING FROM STRUCTURAL RACISM, THE EFFECTS OF POVERTY AND THE INTERSECTION OF THE TWO.ENCOURAGE HEALING IN OUR SOCIETY BY SUPPORTING DIALOGUE, ACTION, POLICIES AND PRACTICES THAT ADVANCE RACIAL AND ECONOMIC EQUITY. 112,999
    2 COMMUNITY LEADERSHIP PROGRAMSTHE COMMUNITY LEADERSHIP PROGRAMS OFFER NONPROFIT STAFF, VOLUNTEERS, BOARD MEMBERS AND MEMBERS OF THE GREATER NEW HAVEN COMMUNITY OPPORTUNITIES TO LEARN ABOUT AND DISCUSS IMPORTANT ISSUES. THROUGH MEETINGS, FULL DAY SEMINARS, AND YEAR-LONG LEADERSHIP TRAINING, PARTICIPANTS BUILD SKILLS AND DEVELOP A NETWORK OF LEADERS WITHIN THE COMMUNITY, WORKING ON CRITICAL SOCIAL ISSUES. 568,032
    3 NO-COST MEETING SPACE FOR CONNECTICUT NONPROFITSTHE MEMORIAL FUND PROVIDES MEETING SPACE FOR NONPROFIT ORGANIZATIONS, AT NO OR LOW COST TO THEM, IN ORDER TO BRING PEOPLE TOGETHER FOR TRAINING, CONSULTATION, PLANNING, PROGRAM OVERSIGHT, EVALUATION AND OTHER ACTIVITIES THAT IMPROVE THE STATUS OF CHILDREN AND FAMILIES IN CONNECTICUT. 99,963
    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 0
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    65,688,081
    b
    Average of monthly cash balances.......................
    1b
    2,323,104
    c
    Fair market value of all other assets (see instructions)................
    1c
    58,040,295
    d
    Total (add lines 1a, b, and c).........................
    1d
    126,051,480
    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
    126,051,480
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    1,890,772
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    124,160,708
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    6,208,035
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    6,208,035
    2a
    Tax on investment income for 2019 from Part VI, line 5......
    2a
    66,620
    b
    Income tax for 2019. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    66,620
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    6,141,415
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    6,141,415
    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
    6,141,415
    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
    7,003,064
    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
    120,587
    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
    7,123,651
    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
    66,620
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    7,057,031
    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 6,141,415
    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...... 438,285
    b From 2015...... 480,304
    c From 2016......  
    d From 2017...... 552,569
    e From 2018...... 2,217,972
    fTotal of lines 3a through e........ 3,689,130
    4Qualifying distributions for 2019 from Part
    XII, line 4: bullet$ 7,123,651
    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..... 6,141,415
    e Remaining amount distributed out of corpus 982,236
    5 Excess distributions carryover applied to 2019. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 4,671,366
    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) ...     		438,285
    9Excess distributions carryover to 2020.
    Subtract lines 7 and 8 from line 6a ......     		4,233,081
    10 Analysis of line 9:
    a Excess from 2015.... 480,304
    b Excess from 2016....  
    c Excess from 2017.... 552,569
    d Excess from 2018.... 2,217,972
    e Excess from 2019.... 982,236
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2019, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2019 (b) 2018 (c) 2017 (d) 2016
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    WILLIAM C GRAUSTEIN
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    R DAVID ADDAMSEXECUTIVE DIRECTOR WI
    1 HAMDEN CENTER SUITE 2B 2319
    WHITNEY AVE
    HAMDEN,CT06518
    (203) 230-3330
    bThe form in which applications should be submitted and information and materials they should include:
    A BRIEF LETTER SHOULD INCLUDE A PROBLEM AND OPPORTUNITY STATEMENT, THE METHODS FOR ADDRESSING THE PROBLEM, AND ITS PROPOSED SOLUTION. ENCLOSE A CURRENT COPY OF IRS 501(C)(3) DETERMINATION LETTER. AFTER THE LETTER IS REVIEWED, AN APPLICATION FORM IS PROVIDED, WHEN APPROPRIATE, FOR COMPLETION BY THE APPLICANT.
    cAny submission deadlines:
    NO ESTABLISHED DEADLINE.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    THE MEMORIAL FUND WILL MAKE GRANTS TO SUPPORT THEIR MISSION TO ACHIEVE EQUITY IN EDUCATION BY WORKING WITH THOSE AFFECTED AND INSPIRING ALL TO END RACISM AND POVERTY. GRANTS ARE NOT MADE TO ORGANIZATIONS THAT ARE NOT RECOGNIZED AS 501(C)(3), INDIVIDUALS, RELIGIOUS ORGANIZATIONS FOR SECTARIAN PURPOSES, CAPITAL CAMPAIGNS, POLITICAL CAUSES AND ACTIVITIES, AND SCHOLARSHIPS.
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    A BETTER WAY FOUNDATION ABWF INC
    POBOX 942
    HARTFORD,CT061430942     		  PC STEP UP NEW LONDON 42,500
    A BETTER WAY FOUNDATION ABWF INC
    POBOX 942
    HARTFORD,CT061430942     		  PC HEARING YOUTH VOICES COMMUNITY ORGANIZING GRANT 75,000
    A BETTER WAY FOUNDATION ABWF INC
    POBOX 942
    HARTFORD,CT061430942     		  PC CTCORE- ORGANIZE NOW! CONTINUATION GRANT 100,000
    A BETTER WAY FOUNDATION ABWF INC
    POBOX 942
    HARTFORD,CT061430942     		  PC COMMUNITY ORGANIZING GRANT 12,500
    A BETTER WAY FOUNDATION ABWF INC
    POBOX 942
    HARTFORD,CT061430942     		  PC CT BLACK AND BROWN STUDENTS UNION: CONNECTING THE DOTS 25,000
    ACHIEVE HARTFORD
    1429 PARK UNIT 114
    HARTFORD,CT06106     		  PC RACIAL ADVOCATES FOR CROSS-CULTURAL EDUCATION - RACIAL INEQUALITY IN GREATER WATERBURY 30,000
    ALL OUR KIN INC
    PO BOX 8477 414A CHAPEL ST SUITE
    100
    NEW HAVEN,CT06530     		  PC SUSTAINING EQUITY AND BUILDING PROVIDER POWER AND VOICE CONTINUATION GRANT 37,500
    AMISTAD UNITED CHURCH OF CHRIST INC
    PO BOX 340292
    HARTFORD,CT06134     		  PC MORAL MONDAY CT STRENGTHENING THE CORE CONTINUATION GRANT 50,000
    ARTS COUNCIL OF GREATER NEW HAVEN INC
    70 AUDUBON STREET 2
    NEW HAVEN,CT065101248     		  PC ONE VILLAGE HEALING AN INSPIRING EQUITY THEATER EXPERIENCE 5,000
    ARTS COUNCIL OF GREATER NEW HAVEN INC
    70 AUDUBON STREET 2
    NEW HAVEN,CT065101248     		  PC HEALING STUDIO @ ONE VILLAGE HEALING 5,000
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    34 MAPLE AVENUE
    WINDSOR,CT060952922     		  PC WINDSOR PUBLIC SCHOOLS - WINDSOR WARRIORS AGAINST RACISM CONTINUATION GRANT 22,500
    BRIDGEPORT GENERATION NOW
    930 MAIN STREET
    BRIDGEPORT,CT06604     		  PC GENERAL SUPPORT 12,500
    BRIDGEPORT GENERATION NOW
    930 MAIN STREET
    BRIDGEPORT,CT06604     		  PC BRIDGEPORT ANTI-RACISM COLLECTIVE "UNDOING RACISM" TRAINING 10,000
    BRIDGEPORT NEIGHBORHOOD TRUST INC
    570 STATE STREET
    BRIDGEPORT,CT066044500     		  PC BNT SOCIAL ENTERPRISE IN DOWNTOWN WEST CONTINUATION GRANT. 50,000
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    75 SELLECK STREET
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    NEW YORK,NY100226837     		  PC GENERAL SUPPORT 5,000
    CAPITOL REGION EDUCATION COUNCIL FOUNDATION
    111 CHARTER OAK AVENUE
    HARTFORD,CT06106     		  PC RACIAL EQUITY TRAINING & SUPPORT GRANT FOR YOUTH EMPOWERMENT SUMMIT 10,000
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    7 ACADEMY ST
    NORWALK,CT068504016     		  PC JETER'S LEADERS LEADERSHIP CONFERENCE 1,666
    CENTER FOR LEADERSHIP AND JUSTICE
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    CENTER FOR POPULAR DEMOCRACY
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    817 GRAND AVENUE NO 101
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    CITYWIDE YOUTH COALITION INC
    928 CHAPEL STREET SUITE 201/202
    NEW HAVEN,CT06510     		  PC UNDOING RACISM TRAINING BLACK AND BROWN QUEER CAMP 10,000
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    WASHINGTON,DC200050000     		  PC GALVANIZE CONNECTICUT 1,000
    CLIFFORD W BEERS GUIDANCE CLINIC INCORPORATED
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    NEW HAVEN,CT065111966     		  PC FAMILY WELLNESS CENTER 12,500
    COLLEAGUES FOR EQUITY
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    OLD SAYBROOK,CT06475     		  PC ALLIES REACHING FOR EQUALITY 5,000
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    NEW HAVEN,CT06513     		  PC CONNECTICUT BAIL FUND CONTINUATION GRANT. 50,000
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    PICKERINGTON,OH43147     		  PC COMMUNITY ORGANIZER PIPELINE 25,000
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    HAMDEN,CT06517     		  PC ORGANIZATIONAL DEVELOPMENT GRANT /TELLING OUR STORY CONTINUATION GRANT. 100,000
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    HAMDEN,CT065140298     		  PC CONSOLIDATING POWER FOR TRANSFORMATIVE CAMPAIGNS CONTINUATION GRANT. 100,000
    CONGREGATIONS ORGANIZED FOR A NEW CONNECTICUT INC
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    HAMDEN,CT065140298     		  PC GENERAL OPERATING SUPPORT OF THE STUDENT LOAN FUND 10,000
    CONNECTICUT ASSN FOR COMM ACTION
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    MIDDLETOWN,CT064570000     		  PC RACIAL EQUITY TRAINING FOR CONNECTICUT'S COMMUNITY ACTION AGENCIES 10,000
    CONNECTICUT CENTER FOR A NEW ECONOMY INC
    30 ARBOR STREET C/O CCRG BOX 6N
    HARTFORD,CT061061238     		  PC CT IMMIGRANT RIGHTS ALLIANCE COMMUNITY DEFENSE PROJECT 25,000
    CONNECTICUT CENTER FOR A NEW ECONOMY INC
    30 ARBOR STREET C/O CCRG BOX 6N
    HARTFORD,CT06106     		  PC EQUITY ECOSYSTEM GRANT 37,500
    CONNECTICUT CENTER FOR SCHOOL CHANGE
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    HARTFORD,CT06106     		  PC RACIAL EQUITY TRAINING AND SUPPORT GRANT 10,000
    CONNECTICUT CITIZEN RESEARCH GROUP INC
    30 ARBOR ST STE 6N
    HARTFORD,CT061061215     		  PC STATEWIDE EDUCATION EQUITY ORGANIZING INITIATIVE 37,500
    CONNECTICUT COUNCIL FOR PHILANTHROPY
    75 CHARTER OAK AVENUE SUITE 1-205
    HARTFORD,CT061060000     		  PC SOW-CT ORGANIZER GATHERING 2,500
    CONNECTICUT COUNCIL FOR PHILANTHROPY
    75 CHARTER OAK AVENUE SUITE 1-205
    HARTFORD,CT061060000     		  PC SUPPORT FOR ANNUAL CONFERENCE 5,000
    CONNECTICUT VOICES FOR CHILDREN
    33 WHITNEY AVE
    NEW HAVEN,CT06510     		  PC USING RESEARCH TO DISTRUPT EDUCATIONAL INEQUITY CONTINUATION GRANT. 87,100
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    75 CHARTER OAK AVENUE SUITE 1-300
    HARTFORD,CT061060000     		  PC WOMEN OF COLOR ECONOMIC SECURITY INITIATIVE 12,500
    CONNECTICUT WOMENS EDUCATIONAL AND LEGAL FUND INC
    75 CHARTER OAK AVENUE SUITE 1-300
    HARTFORD,CT061060000     		  PC SELF-CARE AND SUPPORT CIRCLE 5,000
    CONNECTICUT WOMENS EDUCATIONAL AND LEGAL FUND INC
    75 CHARTER OAK AVENUE SUITE 1-300
    HARTFORD,CT061060000     		  PC BILINGUAL COMMUNITY ADVOCACY 5,000
    COPPER BEECH INSTITUTE
    303 TUNXIS ROAD
    WEST HARTFOR,CT061073119     		  PC PEACE IS THE WAY 6,600
    CORPORATION FOR INDEPENDENT LIVING
    157 CHARTER OAK AVENUE
    HARTFORD,CT06106     		  PC 14TH ANNUAL WOMEN IN BUSINESS SUMMIT 2,500
    COUNCIL OF CHURCHES OF GREATER BRIDGEPORT INC
    1718 CAPITOL AVE
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    CT ALLIANCE FOR BETTER COMMUNITIES CABC INC
    210 CAPITAL AVENUE ROOM 409-A
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    EAST HARTFORD SCHOOL BUSINESS PARTNERSHIPS INC
    1110 MAIN STREET
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    ECHO MEDICAL GROUP
    31 EDWARDS ST
    NEW HAVEN,CT065113943     		  PC ELENA'S LIGHT 5,000
    EDUCATORS FOR EXCELLENCE
    153 EAST ST SUITE 400
    NEW HAVEN,CT06511     		  PC E4E-CT TEACHER LEADER RETREAT 4,906
    EDUCATORS FOR EXCELLENCE
    153 EAST ST SUITE 400
    NEW HAVEN,CT06511     		  PC ELEVATING TEACHER VOICE AROUND EDUCATIONAL EQUITY CONTINUATION GRANT. 25,000
    ELM CITY FREDDY FIXER PARADE COMMITTEE
    365 PECK STREET
    NEW HAVEN,CT06513     		  PC 2019 ANNUAL ELM CITY FREDDY FIXER PARADE 1,000
    ELM CITY MONTESSORI SCHOOL
    375 QUINNIPIAC AVENUE
    NEW HAVEN,CT06513     		  PC ANTI-BIAS, ANTI-RACISM PROJECT CONTINUATION GRANT 35,000
    ETA ALPHA LAMBDA SCHOLARSHIP FUND
    PO BOX 204342
    NEW HAVEN,CT065209428     		  PC SPONSOR OF 2019 ANNUAL BANQUET 1,000
    ETHEL WALKER SCHOOL INC
    230 BUSHY HILL RD
    SIMSBURY,CT060702637     		  PC RACIAL LITERACY PROJECT 10,000
    FAITHACTS FOR EDUCATION INC
    160 FAIRFIELD AVENUE
    BRIDGEPORT,CT066044205     		  PC COMMUNITY ORGANIZING GRANT 100,000
    FIRST CONGREGATIONAL CHURCH IN BLOOMFIELD
    10 WINTONBURY AVENUE
    BLOOMFIELD,CT06002     		  PC ALLIANCE FOR BLOOMFIELD'S CHILDREN 2019 CONTINUATION GRANT 80,000
    FIRST CONGREGATIONAL CHURCH MADISON
    26 MEETINHOUSE LN
    MADISON,CT06443     		  PC UNDOING RACISM COMMUNITY ORGANIZING WORKSHOP 10,000
    FIVE FROGS INC
    1210 POST ROAD
    FAIRFIELD,CT068246008     		  PC LEADERSHIP DEVELOPMENT ROUNDTABLE 10,000
    GATEWAY COMMUNITY COLLEGE FOUNDATION
    20 CHURCH STREET
    NEW HAVEN,CT06510     		  PC ANNUAL HALL OF FAME INDUCTION AND RECEPTION 1,000
    GATEWAY COMMUNITY COLLEGE FOUNDATION
    20 CHURCH STREET
    NEW HAVEN,CT06510     		  PC GENERAL SUPPORT 1,000
    GREEN VILLAGE INITIATIVE
    325 LAFAYETTE STREET 9101
    BRIDGEPORT,CT06604     		  PC ANTIRACISM WORK AND BREAKING DOWN WHITE SUPREMACY 3,850
    HARTFORD FOOD SYSTEM INC
    190 WETHERSFIELD AVE
    HARTFORD,CT061141113     		  PC COMMUNITY ORGANIZING GRANT 40,000
    HARTFORD PARENT UNIVERSITY INC
    330 MARKET STREET 3RD FLOOR
    HARTFORD,CT061202901     		  PC PARENT ENGAGEMENT CONTINUATION GRANT 50,000
    HARTFORD PERFORMS
    233 PEARL STREET
    HARTFORD,CT06103     		  PC RACIAL EQUITY TRAINING II 10,000
    HEALTH EQUITY SOLUTIONS INC
    175 MAIN STREET 3RD FLOOR
    HARTFORD,CT061061818     		  PC 2019 GIFT 1,000
    HOPE FOR NEW HAVEN INC
    81 OLIVE STREET
    NEW HAVEN,CT06511     		  PC CERCLE MAYORAL PRIMARY FORUM 1,550
    HOPE FOR NEW HAVEN INC
    81 OLIVE STREET
    NEW HAVEN,CT06511     		  PC TEACHER IN RESIDENCE APPRENTICESHIP PROGRAM 50,000
    INTEMPO
    58 CHURCH STREET
    STAMFORD,CT06906     		  PC BUILDING ARTS EQUITY AND COMBATING SOCIAL EXCLUSION AMONG UNDERSERVED CHILDREN AND THEIR FAMILIES 10,000
    INTERACTION INSTITUTE FOR SOCIAL CHANGE
    89 SOUTH STREET SUITE 405
    BOSTON,MA02111     		  PC 25TH YEAR ANNIVERSAY 5,000
    JEWISH FAMILY SERVICES
    1440 WHALLEY AVENUE
    NEW HAVEN,CT065113943     		  PC RESPONSIVE GRANT FOR SECURITY CAMERAS 5,000
    JUDY DWORIN PERFORMANCE PROJECT INC
    233 PEARL STREET
    HARTFORD,CT06103     		  PC STAND AGAISNT RACISM MINI GRANT 620
    JUNTA FOR PROGRESSIVE ACTION INC
    169 GRAND AVE
    NEW HAVEN,CT06513     		  PC YOUTH IN ACTION/ U OF NEXT COALITION 5,000
    KATAL CENTER FOR HEALTH EQUITY AND JUSTICE INC
    65 HUNGERFORD STREET
    HARTFORD,CT06106     		  PC APPRENTICE ORGANIZER PROGRAM 25,000
    LEADERSHIP EDUCATION AND ATHLETICS IN PARTNERSHIP INC
    31 JEFFERSON ST
    NEW HAVEN,CT065114947     		  PC AFTER SCHOOL AND SUMMER PROGRAMMING FOR NEW HAVEN CHILDREN 10,000
    LEADERSHIP GREATER HARTFORD INC
    30 LAUREL STREET
    HARTFORD,CT06106     		  PC COMMON GROUND YOUTH LEADERSHIP DEVELOPMENT PROGRAM 5,000
    MANHATTAN COUNTRY SCHOOL INC
    150 W 85TH STREET
    NEW YORK,NY10024     		  PC PEN CONFERENCE 2019 10,000
    MIDDLESEX UNITED WAY INC
    100 RIVERVIEW CENTER SUITE 230
    MIDDLETOWN,CT064573445     		  PC MIDDLETOWN RACIAL JUSTICE COALITION FOR CHILDREN BUILDING EQUITY IN EDUCATION IN MIDDLETOWN 80,400
    MINORITY INCLUSION PROJECT INCORPORATED
    1131-0 TOLLAND TPKE STE 16
    MANCHESTER,CT06042     		  PC 2019 BOARD DIVERSITY INITIATIVE 10,000
    MINORITY INCLUSION PROJECT INCORPORATED
    1131-0 TOLLAND TPKE STE 16
    MANCHESTER,CT06042     		  PC BOARD DIVERSITY INITIATIVE HARTFORD 12,500
    MONTESSORI FOR SOCIAL JUSTICE
    5243 CREEKBEND
    HOUSTON,TX77096     		  PC SANKOFA MONTESSORI LEARNING CENTER 5,000
    MUSIC HAVEN INC
    315 PECK STREET BLDG BOX A10
    NEW HAVEN,CT06513     		  PC EXPAND STAFFING MODEL 10,000
    MUSIC HAVEN INC
    315 PECK STREET BLDG BOX A10
    NEW HAVEN,CT06513     		  PC MUSIC HAVEN'S EQUITY, ACCESS, AND INCLUSION INITIATIVE 7,000
    NATIONAL CONFERENCE OF BLACK LAWYERS
    2472 BROADWAY 204
    NEW YORK,NY10025     		  PC GENERAL SUPPORT 1,000
    NEIGHBORHOOD HOUSING SERVICES OF NEW HAVEN INC
    333 SHERMAN AVENUE
    NEW HAVEN,CT065113152     		  PC RESIDENT LEADERSHIP PROGRAM 10,000
    NEIGHBORHOOD HOUSING SERVICES OF WATERBURY INC
    193 GRAND STREET 3RD FLOOR
    WATERBURY,CT067021919     		  PC THE UNGROUP SOCIETY YOUTH EMPOWERMENT/SOCIAL JUSTICE INITIATIVE CONTINUATION GRANT 25,000
    NEIGHBORHOOD HOUSING SERVICES OF WATERBURY INC
    193 GRAND STREET 3RD FLOOR
    WATERBURY,CT067021919     		  PC UNGROUP SOCIETY 2019 SPIRIT OF UNITY FESTIVAL 5,000
    NEW ENGLAND GRASSROOTS ENVIRONMENT FUND INC
    55 MAIN STREET STE 124
    NEWMARKET,NH038570611     		  PC SUMMER OF SOLUTIONS HARTFORD ANTI-RACISM TRAINING 5,000
    NEW HAVEN LEGAL ASSISTANCE ASSOCIATION INC
    205 ORANGE STREET
    NEW HAVEN,CT06510     		  PC COMMUNITY AND ECONOMIC JUSTICE 25,000
    NEW HAVEN SCHOLARSHIP FUND
    PO BOX 8936
    NEW HAVEN,CT06532     		  PC 60TH ANNIVERSARY CELEBRATION SPONSORSHIP 5,000
    NEW YORK WOMEN IN FILM
    6 ESAT 39TH STREET SUITE 1200
    NEW YORK,NY10016     		  PC ABOUT THAT NIGHT 5,000
    OPEN COMMUNITIES ALLIANCE
    75 CHARTER OAK AVENUE SUITE 1-210
    HARTFORD,CT061061903     		  PC EMPOWERING CHOICES FOR EDUCATIONAL EQUITY CONTINUATION GRANT 75,000
    PAUL J AICHER FOUNDATION INC
    75 CHARTER OAK AVENUE SUITE 2-300
    HARTFORD,CT062580203     		  PC EVERYDAY DEMOCRACY STAND AGAINST RACISM IMMIGRANT JUSTICE IS RACIAL JUSTICE 700
    PLAYHOUSE THEATRE GROUP INC
    244 PARK RD
    WEST HARTFORD,CT06119     		  PC SUBSIDIZE TICKET PRICES FOR THE SCOTTSBORO BOYS PLAY 5,000
    PLAYHOUSE THEATRE GROUP INC
    244 PARK RD
    WEST HARTFORD,CT06119     		  PC PLAYHOUSE ON PARK PRODUCTION OF THE SCOTTSBORO BOYS 20,000
    PRESIDENT AND FELLOWS OF MIDDLEBURY
    9 OLD CHAPEL ROAD
    MIDDLEBURY,VT05753     		  PC JIRAN:THE ARABIC COMMUNITY ACTION SUMMER 4,000
    PROMISING SCHOLARS FUND INC
    7 E FARMS RD
    MIDDLEBURY,CT067621434     		  PC THE 17TH ANNUAL PROMISING SCHOLARS GOLF CLASSIC 2019 500
    REACH OUT AND READ INC
    PO BOX 290
    MADISON,CT06443     		  PC 2019 LEADERSHIP CONFERENCE 500
    RECENTER RACE & EQUITY IN EDUCATION INC
    75 CHARTER OAK AVENUE SUITE 1-310
    HARTFORD,CT06106     		  PC DEVELOP SOCIAL ENTERPRISE 10,000
    RECENTER RACE & EQUITY IN EDUCATION INC
    75 CHARTER OAK AVENUE SUITE 1-310
    HARTFORD,CT06106     		  PC TOWARD THE EQUITABLE CLASSROOM CONTINUATION GRANT. 150,000
    RECENTER RACE & EQUITY IN EDUCATION INC
    75 CHARTER OAK AVENUE SUITE 1-310
    HARTFORD,CT06106     		  PC RESPONSIVE GRANT FOR SIMBSBURY PUBLIC SCHOOLS 10,000
    REGIONAL YOUTH ADULT SOCIAL ACTION PARTNERSHIP INC
    2470 FAIRFIELD AVE
    BRIDGEPORT,CT06605     		  PC CT JUVENILE JUSTICE ALLIANCE JUSTICE ADVISORS 12,500
    RELAY GRADUATE SCHOOL OF EDUCATION
    PO BOX 9196
    NEW HAVEN,CT06532     		  PC GENERAL SUPPORT MINORITY TEACHER RECRUITMENT AND RETENTION GRANT 260,000
    REVERSED GRANTS - PROR YEARS
    2319 WHITNEY AVENUE
    HAMDEN,CT06518     		  PC OPERATING -30,500
    SAVE GIRLS ON FYER
    276 HIGHLAND AVENUE
    WATERBURY,CT067083022     		  PC GENERAL OPERATING SUPPORT CONTINUATION GRANT 35,000
    SAVE GIRLS ON FYER
    276 HIGHLAND AVENUE
    WATERBURY,CT067083022     		  PC RESPONSIVE GRANT TO ALLEVIATE THE BURDENS OF ADULTIFICATION 10,000
    SCSU FOUNDATION
    501 CRESCENT STREET
    NEW HAVEN,CT065151330     		  PC ACIAL JUSTICE WORKSHOP FOR NEW HAVEN PUBLIC SCHOOL TEACHERS 5,000
    SERC FOUNDATION
    100 ROSCOMMON DRIVE SUITE 110
    MIDDLETOWN,CT064577559     		  PC DISMANTLING SYSTEMIC RACISM: 2019 CONFERENCE ON RACE, EDUCATION & SUCCESS 5,000
    SERC FOUNDATION
    100 ROSCOMMON DRIVE SUITE 110
    MIDDLETOWN,CT064577559     		  PC COMMUNITY OUTREACH-YEAR II CONTINUATION GRANT. 206,730
    SHALOM UNITED CHURCH OF CHRIST
    POBOX 207091
    NEW HAVEN,CT06520     		  PC RESPONSIVE GRANT FOR MOBILE PHOTOGRAPHIC EXHIBIT 3,000
    SHALOM UNITED CHURCH OF CHRIST
    POBOX 207091
    NEW HAVEN,CT06520     		  PC WORKER JUSTICE, SANCTUARY FROM DEPORTATIONS, & MOVEMENT BUILDING CONTINUATION GRANT 50,000
    SICKLE CELL DISEASE ASSOC OF AMERICA
    1389 CHAPEL STREET
    NEW HAVEN,CT06511     		  PC TEEN AMBASSADOR PROGRAM 1,000
    THE ANTIQUARIAN & LANDMARKS SOCIETY INC
    59 SOUTH PROSPECT ST
    HARTFORD,CT061061901     		  PC ANTIQUARIAN LANDMARKS SOCIETY CELEBRATING BLACK NEW LONDON 10,000
    THE CONFERENCE OF CHURCHES INC
    THE 224 ECOSPACE 224 FARMINGTON
    AVENUE
    HARTFORD,CT061053501     		  PC THE 224 ECOSPACE AIR PROJECT 5,000
    THE FUTURO MEDIA GROUP
    361 W 125TH STREET 6TH FLOOR
    NEW YORK,NY10027     		  PC IN THE THICK 5,000
    THE IVORYTON PLAYHOUSE FOUNDATION
    PO BOX 458
    IVORYTON,CT06442     		  PC GUESS WHO'S COMING TO DINNER 5,000
    THE PROSPERITY FOUNDATION INC
    1287 CHAPEL STREET
    NEW HAVEN,CT065114514     		  PC THE PROSPERITY FOUNDATION GRANTMAKING CONTINUATION GRANT 27,500
    THE UNITED WAY OF GREATER WATERBURY INC
    100 NORTH ELM STREET 2ND FLOOR
    WATERBURY,CT067232688     		  PC WATERBURY BRIDGE TO SUCCESS COMMUNITY PARTNERSHIP RACIAL EQUITY TRAINING & SUPPORT GRANT 10,000
    THE UNITED WAY OF GREATER WATERBURY INC
    100 NORTH ELM STREET 2ND FLOOR
    WATERBURY,CT067232688     		  PC BRIDGE TO SUCCESS DISRUPTING INSTITUTIONAL INEQUITY CONTINUATION GRANT 37,500
    THE VILLAGE FOR FAMILIES AND CHILDREN
    1680 ALBANY AVENUE
    HARTFORD,CT061053501     		  PC STAND AGAINST RACISM NO HATE, NO FEAR, IMMIGRANT JUSTICE IS RACIAL JUSTICE 1,000
    TIDES FOUNDATION
    PO BOX 29903
    SAN FRANCISCO,CA94129     		  PC 54TH ANNUAL CONNECTICUT STATE CONVENTION 4,000
    ULYSSES S GRANT FOUNDATION INC
    PO BOX 200082
    NEW HAVEN,CT065200082     		  PC GENERAL SUPPORT 1,000
    UNITED WAY OF CENTRAL AND NORTHEASTERN CONNECTICUT
    30 LAUREL STREET
    HARTFORD,CT06106     		  PC UNITED WAY DEI INITIATIVE 10,000
    UNITED WAY OF COASTAL FAIRFIELD COUNTY INC
    855 MAIN STREET 10 FLOOR
    BRIDGEPORT,CT066044915     		  PC PT PARTNERS CONTINUATION GRANT 12,500
    UNITED WAY OF GREATER NEW HAVEN INC
    370 JAMES STREET SUITE 403
    NEW HAVEN,CT065133091     		  PC CHATHAM SQUARE NEIGHBORHOOD ASSOCIATION FULL OF JOY YOGA 5,000
    UNITED WE DREAM NETWORK INC
    C/O CT STUDENTS FOR A DREAM PO BOX
    33231
    WASHINGTON,DC20033     		  PC RESPONSIVE GRANT FOR CT STUDENTS FOR A DREAM 10,000
    UNITED WE DREAM NETWORK INC
    PO BOX 33231
    WASHINGTON,DC20033     		  PC CONNECTICUT STUDENTS FOR A DREAM COMMUNITY ORGANIZING 75,000
    UNIVERSITY OF CONNECTICUT FOUNDATION INC
    10 TALCOTT NOTCH ROAD SUITE 100
    FARMINGTON,CT06032     		  PC MINORITY TEACHER, RECRUITMENT AND RETENTION 29,400
    UNIVERSITY OF CONNECTICUT FOUNDATION INC
    10 TALCOTT NOTCH ROAD SUITE 100
    FARMINGTON,CT06032     		  PC SEEKING FUNDS FOR VISUALIZING HEALTH EQUITY ART CONTEST 1,500
    UNIVERSITY OF NEW HAVEN
    300 BOSTON POST ROAD
    WEST HAVEN,CT065161916     		  PC COALITION FOR JUVENILE JUSTICES 2019 RACIAL AND ETHNIC DISPARITIES CONFERENCE 1,698
    UNIVERSITY OF SAINT JOSEPH
    1678 ASYLUM AVENUE
    WEST HARTFORD,CT06117     		  PC THE AUTORINO CENTER FOR THE ARTS AND HUMANITIES 5,000
    WEST HAVEN BLACK COALITION
    56 HIGHVIEW AVENUE
    WEST HAVEN,CT06516     		  PC THE YOUNG DIVAS ON THE MOVE PROGRAM AND DEV TOMORROW'S PROFESSIONALS PROGRAM 5,000
    WOMEN'S INSTITUTE FOR HOUSING AND ECON DEV
    75 CHARTER OAK AVENUE SUITE 1-200
    HARTFORD,CT06106     		  PC NATIONAL NIGHT OUT 5,000
    WRITER S BLOCK INK INCORPORATED
    12 MASONIC STREET
    NEW LONDON,CT063206404     		  PC SUMMER ON THE BLOCK CONTINUATION GRANT 25,000
    YWCA HARTFORD REGION INC
    135 BROAD STREET
    HARTFORD,CT061053718     		  PC STAND AGAINST RACISM 2019 EVENTS: PANEL DISCUSSION, & FAMILY STAND NIGHT 4,000
    YWCA HARTFORD REGION INC
    135 BROAD STREET
    HARTFORD,CT061053718     		  PC IDENTITY PRIDE (I PRIDE) CAMPAIGN 3,000
    YWCA OF NEW BRITAIN
    19 FRANKLIN SQUARE
    NEW BRITAIN,CT06051     		  PC STAND AGAINST RACISM. THE NEW BRITAIN STAND AGAINST RACISM 2,010
    Total .................................bullet 3a 3,336,730
    bApproved for future payment
    A BETTER WAY FOUNDATION ABWF INC
    POBOX 942
    HARTFORD,CT061430942     		  PC HEARING YOUTH VOICES- YOUTH ORGANIZING PROGRAM 100,000
    A BETTER WAY FOUNDATION ABWF INC
    POBOX 942
    HARTFORD,CT061430942     		  PC CT BLACK AND BROWN STUDENTS UNION: CONNECTING THE DOTS 25,000
    A BETTER WAY FOUNDATION ABWF INC
    POBOX 942
    HARTFORD,CT061430942     		  PC CTCORE-ORGANIZE NOW GENERAL SUPPORT 50,000
    A BETTER WAY FOUNDATION ABWF INC
    POBOX 942
    HARTFORD,CT061430942     		  PC STEP UP NEW LONDON 42,500
    ACHIEVE HARTFORD
    1429 PARK UNIT 114
    HARTFORD,CT06106     		  PC RACIAL ADVOCATES FOR CROSS-CUL 30,000
    ALL OUR KIN INC
    PO BOX 8477
    NEW HAVEN,CT06530     		  PC LIVING THE VALUES OF EQUITY, INCLUSION, AND DIVERSITY 50,000
    AMISTAD UNITED CHURCH OF CHRIST INC
    PO BOX 340292
    HARTFORD,CT06134     		  PC MORAL MONDAY 50,000
    ASCEND MENTORING
    34 MAPLE AVENUE
    WINDSOR,CT060952922     		  PC WINDSOR PUBLIC SCHOOLS - WINDSOR WARRIORS AGAINST RACISM CONTINUATION GRANT 22,500
    BRIDGEPORT GENERATION NOW
    930 MAIN STREET
    BRIDGEPORT,CT06604     		  PC GENERAL SUPPORT 12,500
    BUILDING ONE COMMUNITY
    75 SELLECK STREET
    STAMFORD,CT06902     		  PC POWER (PARENTS ORGANIZED WILL EFFECT RESULTS) 100,000
    CENTER FOR LEADERSHIP AND JUSTICE
    47 VINE STREET
    HARTFORD,CT061122246     		  PC POWER TEAMS: JUSTICE THROUGH ORGANIZING 100,000
    CENTER FOR POPULAR DEMOCRACY
    449 TROUTMAN STREET
    HARTFORD,CT061122246     		  PC POWER TEAMS: JUSTICE THROUGH ORGANIZING 100,000
    CHRISTIAN COMMUNITY ACTION
    168 DAVENPORT AVENUE
    BROOKLYN,NY11237     		  PC MAKE THE ROAD CT 20,000
    CITYWIDE YOUTH COALITION INC
    928 CHAPEL STREET SUITE 201/202
    NEW HAVEN,CT06510     		  PC BLACK AND BROWN POWER EPICENTER- ANTI-RACIST MOVEMENT BUILDING 100,000
    CLIFFORD W BEERS GUIDANCE CLINIC INCORPORATED
    5 SCIENCE PARK
    NEW HAVEN,CT065111966     		  PC FAMILY WELLNESS CENTER 12,500
    COMMUNITY BONDS
    PO BOX 593
    NEW HAVEN,CT06513     		  PC CT BAIL FUND GENERAL SUPPORT 75,000
    COMMUNITY ENGAGEMENT PARTNERS
    PO BOX 471
    PICKERINGTON,OH43147     		  PC COMMUNITY ORGANIZER PIPELINE 25,000
    COMMUNITY MEDIATION INC
    1253 WHITNEY AVENUE
    HAMDEN,CT06517     		  PC STUDENTS FOR EDUCATIONAL JUSTICE (SEJ) GENERAL REQUEST 100,000
    CONGREGATIONS ORGANIZED FOR A NEW CONNECTICUT INC
    CONECT PO BOX 4298
    HAMDEN,CT065140298     		  PC GENERAL SUPPORT 100,000
    CONNECTICUT ALLIANCE FOR BETTER COMMUNITIES CABC INC
    210 CAPITAL AVENUE ROOM 409-A
    HARTFORD,CT061061535     		  PC HARTFORD GUARDIAN RACE, ETHNICITY, AND SCHOOLING IN HARTFORD 20,000
    CONNECTICUT CENTER FOR A NEW ECONOMY INC
    30 ARBOR STREET C/O CCRG BOX 6N
    HARTFORD,CT061061238     		  PC CONNECTICUT IMMIGRANT RIGHTS ALLIANCE TRUST ACT IMPLEMENTATION AND OVERSIGHT 50,000
    CONNECTICUT CITIZEN RESEARCH GROUP INC
    30 ARBOR ST STE 6N
    HARTFORD,CT061061215     		  PC STATEWIDE EDUCATION EQUITY ORGANIZING INITIATIVE 37,500
    CONNECTICUT WOMENS EDUCATIONAL AND LEGAL FUND INC
    75 CHARTER OAK AVENUE SUITE 1-300
    HARTFORD,CT061060000     		  PC WOMEN OF COLOR ECONOMIC SECURITY INITIATIVE 12,500
    EAST HARTFORD SCHOOL BUSINESS PARTNERSHIPS INC
    1110 MAIN STREET
    EAST HARTFORD,CT061082240     		  PC CULTURAL RESPONSIVENESS AND EQUITY PROFESSIONAL DEVELOPMENT SERIES 12,500
    EDUCATORS FOR EXCELLENCE
    153 EAST ST SUITE 400
    NEW HAVEN,CT06511     		  PC ADVANCING EDUCATIONAL EQUITY IN CONNECTICUT 25,000
    ELM CITY MONTESSORI SCHOOL
    375 QUINNIPIAC AVENUE
    NEW HAVEN,CT06513     		  PC ABAR AT ECMS 75,000
    FAITHACTS FOR EDUCATION INC
    160 FAIRFIELD AVENUE
    BRIDGEPORT,CT066044205     		  PC GENERAL OPERATING SUPPORT 125,000
    FIRST CONGREGATIONAL CHURCH IN BLOOMFIELD
    10 WINTONBURY AVENUE
    BLOOMFIELD,CT06002     		  PC THE ALLIANCE FOR BLOOMFIELD'S CHILDREN: 2020 CONTINUATION GRANT 80,000
    HARTFORD FOOD SYSTEM INC
    190 WETHERSFIELD AVE
    HARTFORD,CT061141113     		  PC GROW HARTFORD YOUTH PROGRAM 60,000
    HARTFORD PARENT UNIVERSITY INC
    330 MARKET STREET 3RD FLOOR
    HARTFORD,CT061202901     		  PC GENERAL SUPPORT 75,000
    HIGHER HEIGHTS YOUTH EMPOWERMENT PROGRAMS INC
    157 CHURCH ST 19TH FLOOR
    NEW HAVEN,CT06511     		  PC NEW HAVEN PUBLIC SCHOOLS TALENT MANAGEMENT & DEVELOPMENT PLAN 2019-2020 100,000
    HIGHER HEIGHTS YOUTH EMPOWERMENT PROGRAMS INC
    157 CHURCH ST 19TH FLOOR
    NEW HAVEN,CT06511     		  PC DELT EQUITY ACTION PLAN 141,500
    HOPE FOR NEW HAVEN INC
    81 OLIVE STREET
    NEW HAVEN,CT06511     		  PC TEACHER IN RESIDENCE APPRENTICESHIP PROGRAM 50,000
    KATAL CENTER FOR HEALTH EQUITY AND JUSTICE INC
    65 HUNGERFORD STREET
    HARTFORD,CT06106     		  PC APPRENTICE ORGANIZER PROGRAM 25,000
    MAKE THE ROAD NEW YORK
    92-10 ROOSEVELT AVE
    JACKSON HEIGHTS,NY11372     		  PC BUILDING COMMUNITY POWER TO CONFRONT RACISM IN OUR SCHOOLS AND INSTITUTIONS 100,000
    MINORITY INCLUSION PROJECT INCORPORATED
    1131-0 TOLLAND TPKE STE 16
    MANCHESTER,CT06042     		  PC BOARD DIVERSITY INITIATIVE HARTFORD 12,500
    NEIGHBORHOOD HOUSING SERVICES OF WATERBURY INC
    193 GRAND STREET 3RD FLOOR
    WATERBURY,CT067021919     		  PC THE UNGROUP SOCIETY: COMMUNITY IN EDUCATION TEACHING PARTNERSHIP 50,000
    NEW HAVEN LEGAL ASSISTANCE ASSOCIATION INC
    205 ORANGE STREET
    NEW HAVEN,CT06510     		  PC COMMUNITY AND ECONOMIC JUSTICE 25,000
    OPEN COMMUNITIES ALLIANCE
    75 CHARTER OAK AVENUE SUITE 1-210
    HARTFORD,CT061061903     		  PC COMMUNITY COLLABORATIONS FOR SYSTEMIC TRANSFORMATIONS 75,000
    RECENTER RACE & EQUITY IN EDUCATION INC
    75 CHARTER OAK AVENUE SUITE 1-310
    HARTFORD,CT06106     		  PC NEW NARRATIVES FOR RACIAL EQUITY IN CONNECTICUT SCHOOL SYSTEMS 150,000
    REGIONAL YOUTH ADULT SOCIAL ACTION PARTNERSHIP INC
    2470 FAIRFIELD AVE
    BRIDGEPORT,CT06605     		  PC CT JUVENILE JUSTICE ALLIANCE JUSTICE ADVISORS 12,500
    RELAY GRADUATE SCHOOL OF EDUCATION
    PO BOX 9196
    NEW HAVEN,CT06532     		  PC RELAY CONNECTICUT RESIDENCY 260,000
    SAVE GIRLS ON FYER
    276 HIGHLAND AVENUE
    WATERBURY,CT067083022     		  PC SGOF CAPACITY SUPPORT 75,000
    SERC FOUNDATION
    100 ROSCOMMON DRIVE SUITE 110
    MIDDLETOWN,CT064577559     		  PC COURAGEOUS LEADERSHIP-COHERENCE & SUSTAINABILITY 250,000
    SHALOM UNITED CHURCH OF CHRIST
    POBOX 207091
    NEW HAVEN,CT06520     		  PC UNIDAD LATINA EN ACCION (ULA): BUILDING MIGRANT POWER FOR RACIAL AND ECONOMIC JUSTICE 75,000
    SOUTHERN CONNECTICUT STATE UNIVERSITY FOUNDATION INC
    501 CRESCENT STREET
    NEW HAVEN,CT06516     		  PC TARGETED ASSESSMENT OF FOUNDATION CONTRIBUTION 10,000
    THE PROSPERITY FOUNDATION INC
    1287 CHAPEL STREET
    NEW HAVEN,CT065114514     		  PC BLACK COMMUNITY GRANT GIVE 55,000
    THE UNITED WAY OF GREATER WATERBURY INC
    100 NORTH ELM STREET 2ND FLOOR
    WATERBURY,CT067232688     		  PC LET'S TALK ABOUT RACE FAMILY GUIDE BOOK 95,000
    THE UNITED WAY OF GREATER WATERBURY INC
    100 NORTH ELM STREET 2ND FLOOR
    WATERBURY,CT067232688     		  PC WATERBURY BRIDGE TO SUCCESS COMMUNITY PARTNERSHIP: RESTORING THE VILLAGE 100,000
    UNITED WAY OF COASTAL FAIRFIELD COUNTY INC
    855 MAIN STREET 10 FLOOR
    BRIDGEPORT,CT066044915     		  PC PT PARTNERS: RESIDENT LEADERSHIP DEVELOPMENT PROGRAM 87,500
    UNITED WE DREAM NETWORK INC
    C/O CT STUDENTS FOR A DREAM PO BOX
    33231
    WASHINGTON,DC20033     		  PC CT STUDENTS FOR A DREAM GENERAL OPERATING SUPPORT 100,000
    UNIVERSITY OF CONNECTICUT FOUNDATION INC
    10 TALCOTT NOTCH ROAD SUITE 100
    FARMINGTON,CT06032     		  PC WCGMF SCHOLARS PROGRAM 54,600
    WRITER S BLOCK INK INCORPORATED
    12 MASONIC STREET
    NEW LONDON,CT063206404     		  PC GENERAL OPERATING SUPPORT 50,000
    Total .................................bullet 3b 3,641,100
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 164,639  
    4 Dividends and interest from securities....     14 282,122  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income..... 531390   14 4,258,627  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 2,459,595  
    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 7,164,983 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    7,164,983
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

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

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


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


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    Special Condition Description