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
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
AVANGRID FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)180 MARSH HILL RD
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ORANGE, CT06477
A Employer identification number

13-4200689
B Telephone number (see instructions)

(203) 499-2461
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$4,914,040
J 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) 2,562,758
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 13,889 13,889  
5a Gross rents............ 274,830 274,830  
b Net rental income or (loss) 234,575
6a Net gain or (loss) from sale of assets not on line 10  
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 2,851,477 288,719  
Operating and Administrative Expenses 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)....... 11,200 5,600   0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 12,715 5,319   0
19 Depreciation (attach schedule) and depletion... 34,936 34,936  
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 4,190 0   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 63,041 45,855   0
25 Contributions, gifts, grants paid....... 3,600,375 3,600,375
26 Total expenses and disbursements. Add lines 24 and 25 3,663,416 45,855   3,600,375
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -811,939
b Net investment income (if negative, enter -0-) 242,864
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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.............      
2 Savings and temporary cash investments......... 4,065,243 2,686,240 2,686,240
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet   25,000    
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)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet2,350,000
Less: accumulated depreciation (attach schedule) bullet663,279 1,721,657 Click to see attachment1,686,721 2,227,800
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 5,811,900 4,372,961 4,914,040
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable................. 1,093,000 466,000
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 bullet)    
23 Total liabilities (add lines 17 through 22)......... 1,093,000 466,000
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........... 4,718,900 3,906,961
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)..... 4,718,900 3,906,961
30 Total liabilities and net assets/fund balances (see instructions). 5,811,900 4,372,961
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
4,718,900
2
Enter amount from Part I, line 27a .....................
2
-811,939
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
3,906,961
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,906,961
Form 990-PF (2020)
Form 990-PF (2020)
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.)
1a
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
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
b
c
d
e
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  
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
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved
(b)
Reserved
(c)
Reserved
(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
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 for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 3,376
c All other domestic foundations enter 1.39% 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 3,376
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 3,376
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 6,400
b Exempt foreign organizations—tax withheld at source...... 6b 0
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 6,400
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 3,024
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet3,024 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
     
    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)
    bulletDE, NY, 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 2020 or the taxable year beginning in 2020? 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. Click to see attachment...............................
    10
    Yes
     
    Form 990-PF (2020)
    Form 990-PF (2020)
    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.AVANGRID.COM
    14
    The books are in care ofbulletNICOLE GRANT Telephone no.bullet (203) 499-2461

    Located atbullet180 MARSH HILL ROADORANGECT ZIP+4bullet06477
    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 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    ROBERT D KUMP ACTING PRESIDENT
    1.00
    0 0 0
    180 MARSH HILL RD
    ORANGE,CT06477
    ANTONIO M PEREZ DIRECTOR
    1.00
    0 0 0
    26 WESSEX COURT
    PITTSFORD,NY14534
    NICOLE L GRANT TREASURER
    3.00
    0 0 0
    180 MARSH HILL RD
    ORANGE,CT06477
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    0
    b
    Average of monthly cash balances.......................
    1b
    3,878,533
    c
    Fair market value of all other assets (see instructions)................
    1c
    2,227,800
    d
    Total (add lines 1a, b, and c).........................
    1d
    6,106,333
    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
    6,106,333
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    91,595
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    6,014,738
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    300,737
    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
    300,737
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    3,376
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    3,376
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    297,361
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    297,361
    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
    297,361
    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
    3,600,375
    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
    3,600,375
    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
    3,600,375
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2019
    (c)
    2019
    (d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 297,361
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 978,843
    b From 2016...... 2,590,264
    c From 2017...... 5,216,509
    d From 2018...... 2,124,627
    e From 2019...... 2,099,926
    fTotal of lines 3a through e........ 13,010,169
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 3,600,375
    a Applied to 2019, 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 2020 distributable amount..... 297,361
    e Remaining amount distributed out of corpus 3,303,014
    5 Excess distributions carryover applied to 2020. 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 16,313,183
    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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........
    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 2015 not
    applied on line 5 or line 7 (see instructions) ...
    978,843
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
    15,334,340
    10 Analysis of line 9:
    a Excess from 2016.... 2,590,264
    b Excess from 2017.... 5,216,509
    c Excess from 2018.... 2,124,627
    d Excess from 2019.... 2,099,926
    e Excess from 2020.... 3,303,014
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    NICOLE GRANT
    180 MARSH HILL ROAD
    ORANGE,CT06477
    (203) 499-2461
    AVANGRIDFOUNDATION@AVANGRID.COM
    bThe form in which applications should be submitted and information and materials they should include:
    FOUNDATION HAS A GRANT APPLICATION
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    QUALIFIED 501(C)(3) AND RELATED ENTITIES BASED AND OPERATING IN THE US AND TERRITORIES PRIMARILY, WITH A FOCUS SUSTAINABLE COMMUNITIES AND VULNERABLE PERSONS.
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    DISTRICT ARTS & EDUCATION
    470 JAMES STREET SUITE 001
    NEW HAVEN,CT06513
    NONE PC TRAINING, RESEARCH & HIGHER EDUCATION 50,000
    HENRY FORD MUSEUM
    20900 OAKWOOD BLVD
    DEARBORN,MI48124
    NONE PC TRAINING, RESEARCH & HIGHER EDUCATION 50,000
    KENNEBEC VALLEY COMMUNITY COLLEGE FOUNDATION
    92 WESTERN AVE
    FAIRFIELD,ME04937
    NONE PC TRAINING, RESEARCH & HIGHER EDUCATION 5,000
    MAINE DEVELOPMENT FOUNDATION
    2 BEECH STREET SUITE 203
    HALLOWELL,ME04347
    NONE PC TRAINING, RESEARCH & HIGHER EDUCATION 50,000
    MONROE COMMUNITY COLLEGE FOUNDATION
    1057 EAST HENRIETTA ROAD
    ROCHESTER,NY14623
    NONE PC TRAINING, RESEARCH & HIGHER EDUCATION 10,000
    UNIVERSITY OF MAINE
    TWO ALUMNI PLACE
    ORONO,ME04469
    NONE GOV TRAINING, RESEARCH & HIGHER EDUCATION 10,000
    YALE UNIVERSITY SCHOOL OF ARCHITECTURE
    PO BOX 208280
    NEW HAVEN,CT06520
    NONE PC TRAINING, RESEARCH & HIGHER EDUCATION 20,000
    OJAI RAPTOR CENTER
    PO BOX 182
    OAK VIEW,CA93022
    NONE PC BIODIVERSITY & CLIMATE CHANGE 10,000
    WILL STEGER FOUNDATION - CLIMATE CHANGE GENERATION
    2801 21ST AVE SOUTH SUITE 110
    MINNEAPOLIS,MN55407
    NONE PC BIODIVERSITY & CLIMATE CHANGE 50,000
    BLUE MOUNTAIN WILDLIFE
    71046 APPALOOSA LANE
    PENDLETON,OR97801
    NONE PC BIODIVERSITY & CLIMATE CHANGE 7,500
    CENTER FOR WILDLIFE THE
    PO BOX 620
    CAPE NEDDICK,ME03902
    NONE PC BIODIVERSITY & CLIMATE CHANGE 10,000
    GULF OF MAINE RESEARCH INSTITUTE
    350 COMMERCIAL STREET
    PORTLAND,ME04101
    NONE PC BIODIVERSITY & CLIMATE CHANGE 50,000
    HAWKS A LOFT
    6715 EAGLE ROCK AVE NE SUITE A
    ALBEQUERQUE,NM87113
    NONE PC BIODIVERSITY & CLIMATE CHANGE 10,000
    ITHACA SCIENCENTER - DISCOVERY MUSEUM
    601 FIRST ST
    ITHACA,NY14850
    NONE PC BIODIVERSITY & CLIMATE CHANGE 10,000
    LIBERTY WILDLIFE
    2600 E ELWOOD ST
    PHOENIX,AZ85040
    NONE PC BIODIVERSITY & CLIMATE CHANGE 7,500
    NATURES NURSERY
    PO BOX 2395
    WHITEHOUSE,OH43571
    NONE PC BIODIVERSITY & CLIMATE CHANGE 7,500
    OCEAN FOUNDATION THE
    1320 19TH STREET
    WASHINGTON,DC20036
    NONE PC BIODIVERSITY & CLIMATE CHANGE 140,000
    OREGON MUSEUM OF SCIENCE & INDUSTRY
    1945 SE WATER AVENUE
    PORTLAND,OR97214
    NONE PC BIODIVERSITY & CLIMATE CHANGE 10,000
    OREGON ZOO FOUNDATION
    4001 SW CANYON ROAD
    PORTLAND,OR97221
    NONE PC BIODIVERSITY & CLIMATE CHANGE 50,000
    RIVERKEEPER
    20 SECOR RD
    OSSINING,NY10562
    NONE PC BIODIVERSITY & CLIMATE CHANGE 5,000
    ROCHESTER MUSEUM AND SCIENCE CENTER
    657 EAST AVE
    ROCHESTER,NY14607
    NONE PC BIODIVERSITY & CLIMATE CHANGE 10,000
    SHARON AUDUBON CENTER
    325 CORNWALL BRIDGE RD
    SHARON,CT06069
    NONE PC BIODIVERSITY & CLIMATE CHANGE 10,000
    TRUST FOR PUBLIC LAND
    101 MONTGOMERY ST 9TH FLOOR
    SAN FRANCISCO,CA94104
    NONE PC BIODIVERSITY & CLIMATE CHANGE 25,000
    UNIVERSITY OF CALIFORNIA DAVIS UC DAVIS SCHOOL OF VETERINARY MEDICINE (UC
    ONE SHIELDS AVENUE
    DAVIS,CA95616
    NONE GOV BIODIVERSITY & CLIMATE CHANGE 12,000
    VENTANA WILDLIFE SOCIETY
    9699 BLUE LARKSPAR LANE SUITE 105
    MONTEREY,CA93940
    NONE PC BIODIVERSITY & CLIMATE CHANGE 25,000
    WHISPERING WILLOW WILD CARE
    3558 CARMAN RD
    SCHENECTADY,NY12303
    NONE PC BIODIVERSITY & CLIMATE CHANGE 10,000
    WILDLIFE WORKS
    PO BOX 113
    YOUNGWOOD,PA15697
    NONE PC BIODIVERSITY & CLIMATE CHANGE 5,500
    INTERNATIONAL FESTIVAL OF ARTS AND IDEAS
    195 CHURCH ST 12TH FL
    NEW HAVEN,CT06510
    NONE PC ARTS & CULTURE 20,000
    WADSWORTH ATHENEUM MUSEUM OF ART
    600 MAIN STREET
    HARTFORD,CT06103
    NONE PC ARTS & CULTURE 55,000
    ADAMS SUFFRAGE CENTENNIAL CELEBRATION COMMITTEE TOWN OF ADAMS (ASCCC)
    2 CENTER STREET PO BOX 228
    ADAMS,MA01220
    NONE PC ARTS & CULTURE 10,000
    BARRINGTON STAGE COMPANY
    30 UNION ST
    PITTSFIELD,MA01201
    NONE PC ARTS & CULTURE 20,000
    CONNECTICUT WOMEN'S HALL OF FAME
    320 FITCH STREET B-3 SCHWARTZ HALL
    NEW HAVEN,CT06515
    NONE PC ARTS & CULTURE 10,000
    CT ASSOCIATION FOR THE PERFORMING ARTS DBA SHUBERT THEATRE
    247 COLLEGE STREET
    NEW HAVEN,CT06510
    NONE PC ARTS & CULTURE 10,000
    HANCOCK SHAKER VILLAGE
    PO BOX 927
    PITTSFIELD,MA01201
    NONE PC ARTS & CULTURE 10,000
    JOSEPH AVENUE ARTS AND CULTURAL ALLIANCE
    PO BOX 30147
    ROCHESTER,NY14603
    NONE PC ARTS & CULTURE 10,000
    MASSACHUSETTS MUSEUM OF CONTEMPORARY ART
    1040 MASS MOCA WAY
    NORTH ADAMS,MA01247
    NONE PC ARTS & CULTURE 10,000
    NATION WOMEN'S HALL OF FAME
    1 CANAL STREET
    SENECA FALLS,NY13148
    NONE PC ARTS & CULTURE 10,000
    NATIONAL BUILDING MUSEUM
    401 F STREET NW
    WASHINGTON,DC20001
    NONE PC ARTS & CULTURE 25,000
    NORTHEAST INDIANA FOUNDATION
    200 EAST MAIN STEET SUITE 910
    FORT WAYNE,IN46802
    NONE PC ARTS & CULTURE 5,000
    PORTLAND MUSEUM OF ART
    7 CONGRESS SQ
    PORTLAND,ME04101
    NONE PC ARTS & CULTURE 10,000
    SNOW POND CENTER FOR THE ARTS NEW ENGLAND MUSIC CAM ASSOCIATION
    8 GOLDENROD LAND
    SIDNEY,ME04330
    NONE PC ARTS & CULTURE 25,000
    SUSAN B ANTHONY HOUSE AND MUSEUM
    17 MADISON STREET
    ROCHESTER,NY14608
    NONE PC ARTS & CULTURE 25,000
    WXXI PUBLIC BROADCASTING COUNCIL
    280 STATE STREET
    ROCHESTER,NY14614
    NONE PC ARTS & CULTURE 17,000
    YALE UNIVERSITY - INSTITUTION FOR THE PRESERVATION OF CULTURAL HERITAGE (IP
    PO BOX 208280
    NEW HAVEN,CT065208280
    NONE PC ARTS & CULTURE 50,000
    PEABODY MUSEUM OF NATURAL HISTORY AT YALE
    PO BOX 208280
    NEW HAVEN,CT065208280
    NONE PC ARTS & CULTURE 5,000
    AMERICAN ONLINE GIVING BENEVITY
    40 EAST MAIN STREET
    NEWARK,DE19711
    NONE PC COMMUNITY PROGRAMS 55,658
    AMERICAN RED CROSS - OREGON WILDFIRES
    209 FARMINGTON AVE
    FARMINGTON,CT06032
    NONE PC COMMUNITY PROGRAMS 50,000
    AMERICAN RED CROSS
    209 FARMINGTON AVE
    FARMINGTON,CT06032
    NONE PC COMMUNITY PROGRAMS 250,000
    AMERICAN RED CROSS
    209 FARMINGTON AVE
    FARMINGTON,CT06032
    NONE PC COMMUNITY PROGRAMS 100,000
    OREGON FOOD BANK
    7900 NE 33RD DR
    PORTLAND,OR97211
    NONE PC COMMUNITY PROGRAMS 20,000
    AMERICAN CIVIL LIBERTIES UNION FOUNDATION
    125 BROAD STREE 18TH FLOOR
    NEW YORK,NY10004
    NONE PC COMMUNITY PROGRAMS 20,000
    AMERICARES
    88 HAMILTON AVE
    STAMFORD,CT06902
    NONE PC COMMUNITY PROGRAMS 100,000
    CAMP SUNSHINE
    35 ACADIA RD
    CASCO,ME04015
    NONE PC COMMUNITY PROGRAMS 5,000
    CAPITAL FOR CHANGE
    10 ALEXANDER DRIVE
    WALLINGFORD,CT06492
    NONE PC COMMUNITY PROGRAMS 20,000
    CATHOLIC CHARITIES - ARCHDIOCESE OF HARTFORD
    839-841 ASYLUM AVE
    HARTFORD,CT06105
    NONE PC COMMUNITY PROGRAMS 10,000
    CENTER FOR FAMILY JUSTICE THE
    753 FAIRFIELD AVENUE
    BRIDGEPORT,CT06604
    NONE PC COMMUNITY PROGRAMS 5,000
    CENTRAL NEW YORK COMMUNITY FOUNDATION
    431 EAST FAYETTE STREET SUITE 100
    SYRACUSE,NY13202
    NONE PC COMMUNITY PROGRAMS 50,000
    CHELSEA HICKS FOUNDATION
    PO BOX 755
    TUALATIN,OR97062
    NONE PC COMMUNITY PROGRAMS 10,000
    CHILD HUNGER OUTREACH PARTNERS (CHOP)
    2 ELIZABETH STREET
    TOWANDA,PA18848
    NONE PC COMMUNITY PROGRAMS 5,000
    COMMUNITY FOUNDATION FOR GREATER BUFFALO
    762 EXCHANGE STREET SUITE 525
    BUFFALO,NY14210
    NONE PC COMMUNITY PROGRAMS 50,000
    COMMUNITY FOUNDATION FOR SOUTH CENTRAL NEW YORK
    520 COLUMBIA DRIVE SUITE 100
    JOHNSON CITY,NY13790
    NONE PC COMMUNITY PROGRAMS 25,000
    CONNECTICUT FOOD BANK
    2 RESEARCH PKWY
    WALLINGFORD,CT06492
    NONE PC COMMUNITY PROGRAMS 25,000
    DAYS FOR GIRLS INTERNATIONAL - UNADILLA CHAPTER
    PO BOX 2622
    MOUNT VERNON,WA98273
    NONE PC COMMUNITY PROGRAMS 5,000
    FEEDING AMERICA
    35 EAST WACKER DRIVE SUITE 2000
    CHICAGO,IL60601
    NONE PC COMMUNITY PROGRAMS 150,000
    FOOD BANK OF THE SOUTHERN TIER CATHOLIC CHARITIES
    388 UPPER OAKWOOD AVENUE
    ELMIRA,NY14903
    NONE PC COMMUNITY PROGRAMS 20,000
    FOOD BANK OF WESTERN MASSACHUSETTS
    PO BOX 160
    HATFIELD,MA01038
    NONE PC COMMUNITY PROGRAMS 10,000
    FOODLINK
    1999 MT READ BLVD
    ROCHESTER,NY14615
    NONE PC COMMUNITY PROGRAMS 20,000
    FRIENDS OF GREEN CHIMNEYS
    400 DOANSBURG ROAD CALLER BOX 719
    BREWSTER,NY10509
    NONE PC COMMUNITY PROGRAMS 10,000
    GLADYS ALLEN BRIGHAM COMMUNITY CENTER - GIRLS INC OF THE BERKSHIRES
    165 EAST STREET
    PITTSFIELD,MA01201
    NONE PC COMMUNITY PROGRAMS 25,000
    GOOD SHEPARD FOOD BANK
    3121 HOTEL ROAD
    AUBURN,ME04211
    NONE PC COMMUNITY PROGRAMS 20,000
    HABITAT FOR HUMANITY INTERNATIONAL
    121 HABITAT ST
    AMERICUS,GA31709
    NONE PC COMMUNITY PROGRAMS 135,000
    HARTFORD FOUNDATION FOR PUBLIC GIVING
    10 COLUMBUS BLVD 8TH FLOOR
    HARTFORD,CT06106
    NONE PC COMMUNITY PROGRAMS 25,000
    HEARTSHARE HUMAN SERVICES OF NEW YORK ROMAN CATHOLIC DIOCESE OF BROOKLYN
    12 METRO TECH CTR 29TH FLR
    BROOKLYN,NY11201
    NONE PC COMMUNITY PROGRAMS 400,000
    HERITAGE CHRISTIAN SERVICES
    275 KENNETH DRIVE SUITE 100
    ROCHESTER,NY14623
    NONE PC COMMUNITY PROGRAMS 10,000
    IBERO-AMERICAN ACTION LEAGUE
    817 E MAIN ST
    ROCHESTER,NY14605
    NONE PC COMMUNITY PROGRAMS 10,000
    JESSICA'S CLOSET
    PO BOX 944
    JACKSONVILLE,VT05342
    NONE PC COMMUNITY PROGRAMS 5,000
    JOBS FOR MAINE'S GRADUATES INC
    45 COMMERCE DR SUITE 9
    AUGUSTA,ME04430
    NONE PC COMMUNITY PROGRAMS 25,000
    JUDY DWORIN PERFORMANCE PROJECT
    75 CHARTER OAK AVE BUILDING ONE
    SUITE 206
    HARTFORD,CT06103
    NONE PC COMMUNITY PROGRAMS 5,000
    MAINE COMMUNITY FOUNDATION
    245 MAIN STREET
    ELLSWORTH,ME04605
    NONE PC COMMUNITY PROGRAMS 100,000
    MAINE WOMENS LOBBY EDUCATION FUND
    295 WATER STREET SUITE 10
    AUGUSTA,ME04330
    NONE PC COMMUNITY PROGRAMS 5,000
    MEALS ON WHEELS AMERICA
    1550 CRYSTAL DRIVE SUITE 1004
    ARLINGTON,VA22202
    NONE PC COMMUNITY PROGRAMS 100,000
    MY HAPPY PLACE
    PO BOX 982
    MASON CITY,IA50402
    NONE PC COMMUNITY PROGRAMS 5,000
    NEW BEGINNINGS
    134 COLLEGE STREET
    LEWISTON,ME04240
    NONE PC COMMUNITY PROGRAMS 10,000
    NEW HAVEN PRIDE CENTER
    PO BOX 89814
    NEW HAVEN,CT06532
    NONE PC COMMUNITY PROGRAMS 5,000
    ONE CITY FUN CITY OF ROCHESTER - COOL SWEEP
    30 CHURCH ST ROOM 106-A
    ROCHESTER,NY14614
    NONE GOV COMMUNITY PROGRAMS 15,000
    OPERATION FUEL
    75 CHARTER OAK AVE STE 2-240
    HARTFORD,CT06106
    NONE PC COMMUNITY PROGRAMS 25,000
    OREGON CHILDREN'S FOUNDATION - START MAKING A READER TODAY (SMART)
    101 SW MARKET ST
    PORTLAND,OR97201
    NONE PC COMMUNITY PROGRAMS 35,000
    OREGON COMMUNITY FOUNDATION
    1221 SW YAMHILL STREET SUITE 100
    PORTLAND,OR97205
    NONE PC COMMUNITY PROGRAMS 75,000
    PINE TREE SOCIETY
    149 FRONT STREET
    BATH,ME04530
    NONE PC COMMUNITY PROGRAMS 5,000
    PORTLAND COMMUNITY SQUASH
    66 NOYES STREET
    PORTLAND,ME04103
    NONE PC COMMUNITY PROGRAMS 5,000
    PREBLE STREET
    38 PREBLE STREET
    PORTLAND,ME04101
    NONE PC COMMUNITY PROGRAMS 20,000
    RAPE ABUSE & INCEST NATIONAL NETWORK - RAINN
    1220 L STREET NW SUITE 505
    WASHINGTON,DC20005
    NONE PC COMMUNITY PROGRAMS 25,000
    REHAB'S SISTERS
    PO BOX 90234
    PORTLAND,OR97290
    NONE PC COMMUNITY PROGRAMS 5,000
    ROCHESTER AREA COMMUNITY FOUNDATION
    500 EAST AVE
    ROCHESTER,NY14607
    NONE PC COMMUNITY PROGRAMS 100,000
    RONALD MCDONALD HOUSE CHARITIES OF NEW YORK - ROCHESTER
    333 WESTMORELAND DRIVE
    ROCHESTER,NY14620
    NONE PC COMMUNITY PROGRAMS 25,000
    RONALD MCDONALD HOUSE CHARITIES OF PORTLAND & BANGOR
    250 BRACKETT STREET
    PORTLAND,ME04102
    NONE PC COMMUNITY PROGRAMS 20,000
    RONALD MCDONALD HOUSES CHARITIES OF CONNECTICUT & WESTERN MASSACHUSETTS
    860 HOWARD AVE
    NEW HAVEN,CT06519
    NONE PC COMMUNITY PROGRAMS 25,000
    SAVE THE CHILDREN
    501 KINGS HIGHWAY E STE 400
    FAIRFIELD,CT06825
    NONE PC COMMUNITY PROGRAMS 10,000
    SOLAR YOUTH
    53 WAYFARER STREET
    NEW HAVEN,CT06515
    NONE PC COMMUNITY PROGRAMS 10,000
    STAND WITH ME
    PO BOX 206
    BINGHAMTON,NY13903
    NONE PC COMMUNITY PROGRAMS 5,000
    THE RESEARCH FOUNDATION FOR SUNY ON BEHALF OF THE COLLEGE AT BROCKPORT - CA
    350 NEW CAMPUS DRIVE
    BROCKPORT,NY14420
    NONE PC COMMUNITY PROGRAMS 5,000
    THE SYNTHESIS COLLABORATIVE WALLTHERAPY
    38 ADAMS STREET
    ROCHESTER,NY14608
    NONE PC COMMUNITY PROGRAMS 5,000
    TRINITY JUBILEE CENTER
    247 BATES STREET
    LEWISTON,ME04240
    NONE PC COMMUNITY PROGRAMS 20,000
    BERKSHIRE UNITED WAY
    200 SOUTH ST
    PITTSFIELD,MA01201
    NONE PC COMMUNITY PROGRAMS 25,000
    UNITED WAY OF GREATER NEW HAVEN
    900 CHAPEL ST 10TH FLR
    NEW HAVEN,CT06510
    NONE PC COMMUNITY PROGRAMS 20,000
    UNITED WAY BROOME COUNTY
    PO BOX 550
    BINGHAMTON,NY13902
    NONE PC COMMUNITY PROGRAMS 50,000
    UNITED WAY GREATER NEW HAVENCT UNITED WAYS
    900 CHAPEL ST 10TH FLR
    NEW HAVEN,CT06510
    NONE PC COMMUNITY PROGRAMS 50,000
    UNITED WAY OF GREATER PORTLAND
    PO BOX 15200
    PORTLAND,ME04112
    NONE PC COMMUNITY PROGRAMS 15,000
    UNITED WAY OF GREATER ROCHESTER
    75 COLLEGE AVE
    ROCHESTER,NY14607
    NONE PC COMMUNITY PROGRAMS 15,000
    UNITED WAY OF KENNEBEC VALLEY
    121 COMMERCIAL ST
    AUGUSTA,ME04330
    NONE PC COMMUNITY PROGRAMS 10,000
    UNITED WAY OF MID COAST MAINE
    34 WING FARM PKWY STE 201
    BATH,ME04530
    NONE PC COMMUNITY PROGRAMS 10,000
    UNITED WAY OF THE KLAMATH BASIN
    136 N 3RD ST SUITE B
    KLAMATH FALLS,OR97601
    NONE PC COMMUNITY PROGRAMS 20,000
    UNITED WAY WORLDWIDE - TRUIST - EMPLOYEE MATCH (CONNECTICUT)
    701 N FAIRFAX STREET
    ALEXANDRIA,VA22314
    NONE PC COMMUNITY PROGRAMS 47,717
    VETERANS ADAPTIVE SPORTS & TRAINING (VAST) PINELAND FARMS
    32 FARM VIEW DRIVE
    NEW GLOUCESTER,ME04260
    NONE PC COMMUNITY PROGRAMS 5,000
    ROARING BROOK NATURE CENTER AND CHILDREN'S MUSEUM
    950 TROUT BROOK DRIVE
    WEST HARTFORD,CT06119
    NONE PC BIODIVERSITY & CLIMATE CHANGE 10,000
    Total .................................bullet 3a 3,600,375
    bApproved for future payment
    BLUEHUB CAPITAL
    10 MALCOM BLVD
    BOSTON,MA02119
    NONE PC EDUCATION AND RESEARCH 50,000
    NATIONAL FISH & WILDLIFE FOUNDATION
    1133 15TH STREET NE SUITE 1000
    WASHINGTON,DC20005
    NONE PC BIODIVERSITY SUSTAINABILITY 300,000
    THE FOUNDATION OF THE STATE UNIVERSITY OF NEW YORK AT BINGHAMTON INC
    PO BOX 6005
    BINGHAMTON,NY139026005
    NONE PC EDUCATION & RESEARCH 75,000
    YALE PEABODY MUSEUM OF NATURAL HISTORY
    25 SCIENCE PARK 150 MUNSON ST 3RD
    FLOOR
    NEW HAVEN,CT06511
    NONE PC COOPERATION AND SOLIDARITY 41,000
    Total .................................bullet 3b 466,000
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 ...........
             
    4 Dividends and interest from securities....     14 13,889  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....     16 234,575  
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............
             
    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).. 0 248,464 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    248,464
    (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 (2020)
    Form 990-PF (2020)
    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 instructions.
    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 (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    AVANGRID FOUNDATION INC
     
    Employer identification number

    13-4200689
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    AVANGRID FOUNDATION INC
     
    Employer identification number
    13-4200689
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    1
    AVANGRID RENEWABLES
     
    1125 NW COUCH STREET SUITE 700
     
    PORTLAND, OR97209

    $ 539,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    2
    NEW YORK STATE ELECTRIC AND GAS
     
    PO BOX 5224
     
    BINGHAMTON, NY13902

    $ 490,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    3
    CENTRAL MAINE POWER COMPANY
     
    83 EDISON DRIVE
     
    AUGUSTA, ME04332

    $ 392,058


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    4
    ROCHESTER GAS AND ELECTRIC CORPORATION
     
    PO BOX 1050
     
    BINGHAMTON, NY13902

    $ 490,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    5
    BERKSHIRE GAS CO
     
    115 CHESHIRE ROAD
     
    PITTSFIELD, MA01201

    $ 49,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    6
    UIL HOLDINGS
     
    60 MARSH HILL ROAD
     
    NEW HAVEN, CT06510

    $ 539,000


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    AVANGRID FOUNDATION INC
     
    Employer identification number
    13-4200689
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    7
    UNION WATER POWER COMPANY
     
    PO BOX 1050
     
    AUGUSTA, ME04332

    $ 63,700


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    AVANGRID FOUNDATION INC
     
    Employer identification number

    13-4200689
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    AVANGRID FOUNDATION INC
     
    Employer identification number

    13-4200689
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 AccountingFeesSchedule
    Name:
    AVANGRID FOUNDATION INC
    EIN:
    13-4200689
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL AND ACCOUNTING FEES 11,200 5,600   0

    TY 2020 InvestmentsLandSchedule2
    Name:
    AVANGRID FOUNDATION INC
    EIN:
    13-4200689
    Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    BUILDINGS AND IMPROVEMENTS 1,395,884 663,279 732,605 1,902,800
    LAND 954,116 0 954,116 325,000

    TY 2020 OtherExpensesSchedule
    Name:
    AVANGRID FOUNDATION INC
    EIN:
    13-4200689
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    DUES AND SUBSCRIPTIONS 3,470 0   0
    MARKETING 720 0   0


    TY 2020 SubstantialContributorsSch
    Name:
    AVANGRID FOUNDATION INC
    EIN:
    13-4200689
    Name Address
    NEW YORK STATE ELECTRIC AND GAS
     
    PO BOX 5224
    BINGHAMTON,NY13901
    ROCHESTER GAS AND ELECTRIC CORPORATION
     
    PO BOX 5244
    BINGHAMTON,NY13902
    CENTRAL MAINE POWER COMPANY
     
    83 EDISON DRIVE
    AUGUSTA,ME04332
    AVANGRID RENEWABLES
     
    1125 NW COUCH ST STE 600
    PORTLAND,OR97209
    UIL HOLDINGS
     
    60 MARSH HILL ROAD
    NEW HAVEN,CT06510
    BERKSHIRE GAS COMPANY
     
    115 CHESHIRE ROAD
    PITTSFIELD,MA01201
    UNION WATER POWER COMPANY
     
    PO BOX 1050
    AUGUSTA,ME04332


    TY 2020 TaxesSchedule
    Name:
    AVANGRID FOUNDATION INC
    EIN:
    13-4200689
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAX 7,146 0   0
    NYS FEE 250 0   0
    TAXES (REFUNDS INCLUDED WITH RENTAL INCOME) 0 0   0
    TAXES 5,319 5,319   0