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
KITCHINGS FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1908
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ORLANDO, FL328021908
A Employer identification number

06-6044228
B Telephone number (see instructions)

(404) 419-3245
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$73,645,756J 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) 45
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 1,493,727 1,461,447  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 29,398
b Gross sales price for all assets on line 6a 3,300,098
7 Capital gain net income (from Part IV, line 2)... 29,398
8 Net short-term capital gain......... 0
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........ 1,523,170 1,490,845  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 540,014 264,007   276,007
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 9,574 9,574   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 1,500     1,500
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 551,088 273,581 0 277,507
25 Contributions, gifts, grants paid....... 1,500,000 1,500,000
26 Total expenses and disbursements. Add lines 24 and 25 2,051,088 273,581 0 1,777,507
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -527,918
b Net investment income (if negative, enter -0-) 1,217,264
c Adjusted net income (if negative, enter -0-)... 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............. 173 2,227 2,227
2 Savings and temporary cash investments......... 911,169 943,828 943,828
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
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 bullet0      
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).......   Click to see attachment17,889,932 57,687,689
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 30,446,183 Click to see attachment11,994,159 15,012,012
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) 31,357,525 30,830,146 73,645,756
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)    
23 Total liabilities (add lines 17 through 22).........   0
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...........    
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........ 31,357,525 30,830,146
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)..... 31,357,525 30,830,146
30 Total liabilities and net assets/fund balances (see instructions). 31,357,525 30,830,146
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
31,357,525
2
Enter amount from Part I, line 27a .....................
2
-527,918
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
18,455
4
Add lines 1, 2, and 3 ..........................
4
30,848,062
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
17,916
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
30,830,146
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.)
1 a 27898.867 VANGUARD TOTAL BD MKT INDEX-INST   2016-02-17 2020-03-10
b 15784.587 VANGUARD S/T BND INDX-ADM   2019-07-02 2020-03-10
c 6024.096 TEMPLETON GLOBAL BOND-R6   2010-06-24 2020-03-26
d 4664.179 VANGUARD S/T BND INDX-ADM   2019-07-02 2020-03-27
e 10801.957 DFA EMERGING MRKTS VALUE     2020-04-01
.6 RAYTHEON TECHNOLOGIES CORP   2016-07-12 2020-04-23
15957.447 DFA L/C INTERNATIONAL PORTF   2013-08-23 2020-05-05
1000. EASTMAN CHEMICAL CO   2014-10-23 2020-05-05
12. INGERSOLL-RAND INC   2018-08-03 2020-05-05
5000. CORNING INC     2020-05-15
3000. EASTMAN CHEMICAL CO     2020-05-15
1000. ENERGY SELECT SECTOR SPDR   2015-12-31 2020-05-15
3100. WELLS FARGO & CO     2020-05-15
1666. DOW INC     2020-07-28
334. DOW INC   2020-05-05 2020-07-28
1000. ALLSTATE CORP   2014-10-29 2020-07-29
1500. FLOWSERVE CORP     2020-07-29
800. INTL BUSINESS MACHINES CORP   1976-08-19 2020-07-29
500. LEAR CORP   2014-11-03 2020-07-29
1000. VANGUARD REAL ESTATE ETF     2020-07-29
1000. LYONDELLBASELL INDUSTRIES NV     2020-07-29
2500. EXXON MOBIL CORP     2020-09-15
7500. EXXON MOBIL CORP     2020-10-12
10000. CISCO SYSTEMS INC     2020-11-05
5000. COMCAST CORP-CL A   2019-04-01 2020-11-05
2000. PNC FINL SVCS GROUP INC     2020-11-09
.5776 VIATRIS INC   2016-04-07 2020-12-07
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 320,000   300,750 19,250
b 170,000   166,527 3,473
c 60,000   76,048 -16,048
d 50,000   49,207 793
e 205,669   250,000 -44,331
38   36 2
300,000   332,713 -32,713
60,584   78,749 -18,165
338   297 41
98,058   84,840 13,218
179,733   223,238 -43,505
36,469   60,125 -23,656
72,610   89,071 -16,461
72,844   115,882 -43,038
14,604   11,307 3,297
92,293   62,976 29,317
44,650   63,086 -18,436
99,722   13,765 85,957
58,981   46,029 12,952
80,943   59,498 21,445
67,844   90,680 -22,836
92,165   100,466 -8,301
258,006   274,519 -16,513
370,570   335,313 35,257
223,315   200,234 23,081
258,050   185,336 72,714
10   8 2
      12,602
      12,602
      12,602
      12,602
      12,602
      12,602
      12,602
      12,602
      12,602
      12,602
      12,602
      12,602
      12,602
      12,602
      12,602
      12,602
      12,602
      12,602
      12,602
      12,602
      12,602
      12,602
      12,602
      12,602
      12,602
      12,602
      12,602
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       19,250
b       3,473
c       -16,048
d       793
e       -44,331
      2
      -32,713
      -18,165
      41
      13,218
      -43,505
      -23,656
      -16,461
      -43,038
      3,297
      29,317
      -18,436
      85,957
      12,952
      21,445
      -22,836
      -8,301
      -16,513
      35,257
      23,081
      72,714
      2
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 29,398
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 16,920
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 16,920
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 16,920
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 26,184
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 4,052
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 30,236
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 13,316
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet8,460 RefundedBullet 11 4,856
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$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletCT
    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. ...............................
    10
     
    No
    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 addressbulletN/A
    14
    The books are in care ofbulletTRUIST BANK Telephone no.bullet (404) 419-3245

    Located atbulletPO BOX 1908ORLANDOFL ZIP+4bullet32802
    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
     
    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 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
    PATRICIA KITCHINGS CO-TRUSTEE
    1     		12,000    
    254 WAMPHASSUC POINT ROAD
    STONNINGTON,CT06378
    TRUIST BANK CO-TRUSTEE
    1     		528,014    
    PO BOX 4655
    ATLANTA,GA30302
    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.........................bullet  
    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
    63,283,319
    b
    Average of monthly cash balances.......................
    1b
    724,469
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    64,007,788
    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
    64,007,788
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    960,117
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    63,047,671
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    3,152,384
    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
    3,152,384
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    16,920
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    16,920
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    3,135,464
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    3,135,464
    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
    3,135,464
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    1,777,507
    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
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    1,777,507
    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
    1,777,507
    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 3,135,464
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 336,739
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 0
    b From 2016...... 0
    c From 2017...... 0
    d From 2018...... 0
    e From 2019...... 0
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 1,777,507
    a Applied to 2019, but not more than line 2a 336,739
    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..... 1,440,768
    e Remaining amount distributed out of corpus 0
    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 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 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 ..........     		1,694,696
    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) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016.... 0
    b Excess from 2017.... 0
    c Excess from 2018.... 0
    d Excess from 2019.... 0
    e Excess from 2020.... 0
    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).)
    NONE
    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.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    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
    YWCA CENTRAL MAINE
    130 EAST AVENUE
    LEWISTON,ME04240     		NONE PC GENERAL OPERATING 5,000
    CULTIVATING COMMUNITY
    PO BOX 3792
    PORTLAND,ME04104     		NONE PC GENERAL OPERATING 5,000
    PLANNED PARENTHOOD OF SOUTHERN NE
    345 WHITNEY AVENUE
    NEW HAVEN,CT06511     		NONE PC GENERAL OPERATING 25,000
    THE CONNECTICUT AUDUBON SOCIETY
    314 UNQOUWA ROAD
    FAIRFIELD,CT06824     		NONE PC GENERAL OPERATING 10,000
    MARVELWOOD PREPARATORY SCHOOL
    PO BOX 3001
    KENT,CT06757     		NONE PC GENERAL OPERATING 5,000
    LYMES YOUTH SERVICE BUREAU
    PO BOX 589
    OLD LYME,CT06371     		NONE PC GENERAL OPERATING 5,000
    COMMUNITY FOUNDATION OF EASTERN CT
    68 FEDERAL STREET
    NEW LONDON,CT06320     		NONE PC GENERAL OPERATING 40,000
    GARDE ARTS CENTER INC
    325 STATE STREET
    NEW LONDON,CT06320     		NONE PC GENERAL OPERATING 20,000
    ESSEX ROTARY SCHOLARSHIP FOUNDATION
    PO BOX 484
    ESSEX,CT06426     		NONE PC GENERAL OPERATING 5,000
    OLD LYME LAND TRUST INC
    P O BOX 163
    OLD LYME,CT06371     		NONE PC GENERAL OPERATING 10,000
    THE PROTESTANT CONGREGATION OF
    OCEAN REEF INC
    31 OCEAN REEF DRIVE C-101-248
    KEY LARGO,FL33037     		NONE PC GENERAL OPERATING 5,000
    AVALONIA LAND CONSERVANCY
    PO BOX 49
    OLD MYSTIC,CT06372     		NONE PC GENERAL OPERATING 10,000
    JAZZREACH PERFORMING ART & EDUCATION
    45 MAIN STREET SUITE 728
    BROOKLYN,NY11201     		NONE PC GENERAL OPERATING 10,000
    OCEAN REEF CHAPEL FOUNDATION INC
    32 OCEAN REEF DRIVE
    KEY LARGO,FL33037     		NONE PC GENERAL OPERATING 30,000
    QUEBEC LABRADOR FOUNDATION
    4 SOUTH MAIN STREET
    IPSWICH,MA01938     		NONE PC GENERAL OPERATING 45,000
    FLORENCE GRISWOLD MUSEUM
    96 LYME STREET
    OLD LYME,CT06371     		NONE PC GENERAL OPERATING 5,000
    OCEAN REEF MEDICAL CENTER FOUNDATION
    50 BARRACUDA LN
    KEY LARGO,FL33037     		NONE PC GENERAL OPERATING 10,000
    AMERICAN MUSEUM OF NATURAL HISTORY
    CENTRAL PARK WEST 79TH STREET
    NEW YORK,NY10024     		NONE PC GENERAL OPERATING 15,000
    NEW LONDON HOMELESS HOSPITALITY CENTER I
    730 STATE PIER ROAD
    NEW LONDON,CT06320     		NONE PC GENERAL OPERATING 10,000
    GORGE ECUMENICAL MINISTRIES
    PO BOX 656
    HOOD RIVER,OR97031     		NONE PC GENERAL OPERATING 5,000
    CHILD AND FAMILY AGENCY OF SE CONNECTICUT
    190 WESTBROOK RD
    NEW LONDON,CT06320     		NONE PC GENERAL OPERATING 15,000
    COMMUNITY ENRICHMENT FOR KLICKITAT CO
    PO BOX 687
    LYLE,WA98635     		NONE PC GENERAL OPERATING 5,000
    NEWPORT FESTIVALS FOUNDATION
    PO BOX 650
    ESSEX,MA01929     		NONE PC GENERAL OPERATING 15,000
    BACKCOUNTRY JAZZ CONCERTS
    15 EAST PUTNAM AVENUE BOX 397
    GREENWICH,CT06830     		NONE PC GENERAL OPERATING 5,000
    FIRST CONGREGATIONAL CHURCH OF OLD LYME
    2 FERRY RD
    OLD LYME,CT06371     		NONE PC GENERAL OPERATING 10,000
    BAPTIST HEALTH SOUTH FLORIDA FDN
    6855 RED ROAD
    CORAL GABLES,FL33143     		NONE PC GENERAL OPERATING 10,000
    COLGATE UNIVERSITY
    113 OAK DRIVE
    HAMILTON,NY13346     		NONE PC GENERAL OPERATING 5,000
    COMMUNITY MUSIC SCHOOL INC
    PO BOX 387
    CENTERBROOK,CT06409     		NONE PC GENERAL OPERATING 5,000
    CONNECTICUT FUND FOR THE ENVIR
    900 CHAPEL STREET SUITE 2202
    NEW HAVEN,CT06510     		NONE PC GENERAL OPERATING 10,000
    ESSEX AMBULANCE
    PO BOX 233
    IVORYTON,CT06442     		NONE PC GENERAL OPERATING 5,000
    CONNECTICUT RIVER MUSEUM
    67 MAIN ST
    ESSEX,CT06426     		NONE PC GENERAL OPERATING 15,000
    CT DDS FAMILIES FIRST INC
    189 NEWINGTON RD APT 112
    WEST HARTFORD,CT061102328     		NONE PC GENERAL OPERATING 15,000
    ELLIS MARSALIS CENTER FOR MUSIC
    1901 BARTHOLOMEW STREET
    NEW ORLEANS,LA70117     		NONE PC GENERAL OPERATING 20,000
    DENISON PEQUOTSEPOS NATURE CENTER
    PO BOX 122
    MYSTIC,CT06355     		NONE PC GENERAL OPERATING 10,000
    ESSEX ELEMENTARY SHCOOL FOUNDATION
    PO BOX 882
    ESSEX,CT06426     		NONE PC GENERAL OPERATING 20,000
    ESSEX LAND CONSERVATION TRUST
    PO BOX 373
    ESSEX,CT06426     		NONE PC GENERAL OPERATING 10,000
    ESSEX HISTORICAL SOCIETY
    PO BOX 123
    ESSEX,CT06426     		NONE PC GENERAL OPERATING 10,000
    ESSEX LIBRARY ASSOCIATION INC
    33 WEST AVENUE
    ESSEX,CT06426     		NONE PC GENERAL OPERATING 10,000
    ESSEX WINTER SERIES INC
    PO BOX 383
    ESSEX,CT06426     		NONE PC GENERAL OPERATING 10,000
    IVORYTON LIBRARY ASSOCATION
    106 MAIN ST PO BOX 515
    IVORYTON,CT06442     		NONE PC GENERAL OPERATING 5,000
    IVORYTON PLAYHOUSE FOUNDATION
    103 MAIN STREET PO BOX 458
    IVORYTON,CT06442     		NONE PC GENERAL OPERATING 5,000
    GROTON OPEN SPACE ASSOCIATION
    PO BOX 9187
    GROTON,CT06340     		NONE PC GENERAL OPERATING 10,000
    GOODSPEED OPERA HOUSE FOUNDATION
    6 MAIN STREET PO BOX A
    EAST HADDAM,CT06423     		NONE PC GENERAL OPERATING 5,000
    LA GRUA CENTER
    PO BOX 342
    STONINGTON,CT06378     		NONE PC GENERAL OPERATING 10,000
    HIGH HOPES THERAPEUTIC RIDING
    36 TOWN WOODS ROAD
    OLD LYME,CT06371     		NONE PC GENERAL OPERATING 10,000
    MYSTIC SEAPORT MUSEUM INC
    PO BOX 6000 75 GREENMANVILLE AVE
    MYSTIC,CT06355     		NONE PC GENERAL OPERATING 60,000
    MUSICAL MASTERWORKS INC
    PO BOX 684
    OLD LYME,CT06371     		NONE PC GENERAL OPERATING 10,000
    MIDDLESEX HOSPITAL
    28 CRESCENT STREET
    MIDDLETOWN,CT06457     		NONE PC GENERAL OPERATING 5,000
    MYSTIC MUSEUM OF ART
    9 WATER STREET
    MYSTIC,CT06355     		NONE PC GENERAL OPERATING 100,000
    NETHERLAND-AMERICA FOUNDATION
    505 EIGHTH AVENUE STE 12A-05
    NEW YORK,NY10018     		NONE PC GENERAL OPERATING 10,000
    PINE POINT SCHOOL INC
    89 BARNES ROAD
    STONINGTON,CT06378     		NONE PC GENERAL OPERATING 60,000
    OCEAN REEF ART LEAGUE INC
    120 ANCHOR DR
    KEY LARGO,FL33037     		NONE PC GENERAL OPERATING 5,000
    SAFE FUTURES INC
    16 JAY ST
    NEW LONDON,CT06320     		NONE PC GENERAL OPERATING 25,000
    SALT MARSH OPERA COMPANY
    65 CUTLER STREET PO BOX 227
    STONINGTON,CT06378     		NONE PC GENERAL OPERATING 10,000
    SALISBURY SCHOOL INC
    251 CANAAN ROAD
    SALISBURY,CT06068     		NONE PC GENERAL OPERATING 5,000
    THE ANA GRACE PROJECT
    PO BOX 3332
    NEWTOWN,CT06460     		NONE PC GENERAL OPERATING 10,000
    THE ARTS CAFE MYSTIC INC
    PO BOX 185
    WEST MYSTIC,CT06388     		NONE PC GENERAL OPERATING 10,000
    STONINGTON FREE LIBRARY ASSOCIATION
    20 HIGH STREET PO BOX 232
    STONINGTON,CT06378     		NONE PC GENERAL OPERATING 10,000
    THE EVERGLADES FOUNDATION
    18001 OLD CUTLER ROAD SUITE 625
    PALMETTO BAY,FL33157     		NONE PC GENERAL OPERATING 10,000
    YALE NEW HAVEN HOSPITAL
    PO BOX 1849
    NEW HAVEN,CT06508     		NONE PC GENERAL OPERATING 10,000
    WORLD OCEAN SCHOOL
    212 NORTHERN AVE STE 301A
    BOSTON,MA02210     		NONE PC GENERAL OPERATING 5,000
    CROSBY FUND FOR HAITIAN EDUCATION INC
    19 BINNEY ROAD
    OLD LYME,CT06371     		NONE PC GENERAL OPERATING 10,000
    THE NATURE CONSERVANCY CONNECTICUT
    55 CHURCH STREET FLOOR 3
    NEW HAVEN,CT06510     		NONE PC GENERAL OPERATING 25,000
    STONINGTON LAND TRUST INC
    188 WHITEHALL AVE
    MYSTIC,CT06355     		NONE PC GENERAL OPERATING 10,000
    WBUR(TRUSTEES OF BOSTON UNIVERSITY)
    890 COMMONWEALTH AVENUE 3RD FLOOR
    BOSTON,MA02215     		NONE PC GENERAL OPERATING 10,000
    UNIVERSITY OF HARTFORD
    200 BLOOMFIELD AVENUE
    WEST HARTFORD,CT06117     		NONE PC GENERAL OPERATING 15,000
    OLD LYME SOUTH END VOLUNTEER AMBULANCE ASSN
    14 CROSS LN
    OLD LYME,CT07361     		NONE PC GENERAL OPERATING 5,000
    CONNECTICUT EARLY MUSIC SOCIETY INC
    PO BOX 329
    NEW LONDON,CT06320     		NONE PC GENERAL OPERATING 5,000
    THE SHORELINE SOUP KITCHENS & PANTRIES
    336 MAIN STREET
    OLD SAYBROOK,CT06475     		NONE PC GENERAL OPERATING 25,000
    THE DR MARTIN LUTHER KING JR SCHOLARSH
    PO BOX 1308
    NEW LONDON,CT06320     		NONE PC GENERAL OPERATING 60,000
    ESSEX GARDEN CLUB
    PO BOX 936
    ESSEX,CT06426     		NONE PC GENERAL OPERATING 5,000
    COMMUNITY FOUNDATION OF MIDDLESEX COUNTY
    49 MAIN STREET
    MIDDLETOWN,CT06457     		NONE PC GENERAL OPERATING 5,000
    WATERFORD LAND TRUST INC
    PO BOX 926
    WATERFORD,CT06385     		NONE PC GENERAL OPERATING 5,000
    OCEAN REEF CULTURAL CENTER INC
    200 ANCHOR DRIVE
    KEY LARGO,FL33037     		NONE PC GENERAL OPERATING 5,000
    BETH ISRAEL DEACONESS MEDICAL CTR
    330 BROOKLINE AVENUE
    BOSTON,MA02215     		NONE PC GENERAL OPERATING 15,000
    WORLD CENTRAL KITCHEN INCORPORATED
    ATTNMR DANIEL POOLE
    655 NEW YORK AVE NW 6TH FLOOR
    WASHINGTON,DC20001     		NONE PC GENERAL OPERATING 5,000
    LEDGE LIGHT HEALTH DISTRICT
    ATTNMS JENNIFER MUGGEO
    216 BROAD STREET
    NEW LONDON,CT06320     		NONE PC GENERAL OPERATING 20,000
    JAZZ FOUNDATION OF AMERICA INC
    ATTNMS NATALIE NACHIMSON
    247 WEST 37TH STREET SUITE 201
    NEW YORK,NY10022     		NONE PC GENERAL OPERATING 25,000
    HER VILLAGE INC
    ATTNMRS CHANTAL ALLISON-KONTEH
    1820 TOPPING AVE 1
    BRONX,NY10457     		NONE PC GENERAL OPERATING 5,000
    CONNECTICUT LEAGUE OF CONSERVATION VOTERS
    553 FARMINGTON AVE
    HARTFORD,CT06105     		NONE PC GENERAL OPERATING 10,000
    BROOKLINE LIBRARY FOUNDATION INC
    ATTNMR RICKY SIROIS
    361 WASHINGTON STREET
    BROOKLINE,CT02445     		NONE PC GENERAL OPERATING 5,000
    BROOKLINE FOOD PANTRY INC
    ATTNMS ELIZABETH BOEN
    15 ST PAUL STREET
    BROOKLINE FOOD PANTR,MA02446     		NONE PC GENERAL OPERATING 5,000
    THE OCEAN CONSERVANCY INC
    1300 19TH STREET NW 8TH FL
    WASHINGTON,DC20036     		NONE PC GENERAL OPERATING 20,000
    CON BRIO CHORAL SOCIETY INC
    PO BOX 312
    CENTERBROOK,CT06409     		NONE PC GENERAL OPERATING 5,000
    BROOKLYN COMMUNITY HOUSING AND
    25 CHAPEL ST
    BROOKLYN,NY11201     		NONE PC GENERAL OPERATING 20,000
    CONNECTICUT RIVER CONSERVANCY
    ATTN MR BRETT MORRISON
    15 BANK ROW
    GREENFIELD,MA01301     		NONE PC GENERAL OPERATING 10,000
    DIGDEEP RIGHT TO WATER PROJECT
    ATTNMS ANNIE LASCOE
    PO BOX 26779
    LOS ANGELES,CA90026     		NONE PC GENERAL OPERATING 80,000
    WASHINGTON GORGE ACTION PROGRAMS
    ATTNMRS LESLIE NARAMORE
    115 WEST STEUBEN STREET/PO BOX 805
    BINGEN,WA98605     		NONE PC GENERAL OPERATING 15,000
    THE TRUST FOR PUBLIC LAND
    ATTNMR MAX GRAY
    101 WHITNEY AVENUE 2ND FLOOR
    NEW HAVEN,CT06510     		NONE PC GENERAL OPERATING 10,000
    TOWER HILL BOTANIC GARDEN
    ATTNMISS ALI KANE
    PO BOX 598
    Boylston,MA01505     		NONE PC GENERAL OPERATING 5,000
    PREBLE STREET
    ATTNMS ELENA SCHMIDT
    38 PREBLE STREET
    PORTLAND,ME04101     		NONE PC GENERAL OPERATING 5,000
    PLANNED PARENTHOOD LEAGUE OF
    MASSACHUSETTS INC
    1055 COMMONWEALTH AVE
    BOSTON,MA02215     		NONE PC GENERAL OPERATING 5,000
    THE OLD LYME VISITING NURSE
    ASSOCIATION INC
    POST OFFICE BOX 56
    OLD LYME,CT06371     		NONE PC GENERAL OPERATING 10,000
    NEW LONDON COMMUNITY MEAL CENTER
    ATTNMRS LINDA BERARD
    12 MONTAUK AVENUE
    New London,CT06385     		NONE PC GENERAL OPERATING 10,000
    LELAND STANFORD JUNIOR UNIVERSITY
    485 BROADWAY MAIL CODE 8838
    REDWOOD CITY,CA94063     		NONE PC GENERAL OPERATING 10,000
    MAINE COMMUNITY FOUNDATION INC
    ATTNMS LAURA YOUNG
    245 MAIN STREET
    ELLSWORTH,ME04605     		NONE PC GENERAL OPERATING 10,000
    INCARNATION CENTER INCORPORATED
    ATTNMR AARON PAGE
    PO BOX 577
    IVORYTON,CT06442     		NONE PC GENERAL OPERATING 15,000
    HISTORICALLY BLACK COLLEGE ALUMNI
    ATTNMR VOUISE FONVILLE
    PO BOX 1385
    NEW LONDON,CT06320     		NONE PC GENERAL OPERATING 5,000
    HARRIET U ALLYN TEST TR
    ATTNMR D SAMUEL QUIGLEY
    625 WILLIAMS STREET
    NEW LONDON,CT06320     		NONE PC GENERAL OPERATING 20,000
    THE FUND FOR PORTLAND PUBLIC SCHOOLS
    ATTNMRS NAILAH ROQUE
    501 N DIXON STREET
    PORTLAND,OR97227     		NONE PC GENERAL OPERATING 10,000
    FOUNDATION FOR DIVERSITY IN THE ARTS
    ATTNMS ABIGAIL GRUBB
    170 DARTING RD
    SALEM,CT06420     		NONE PC GENERAL OPERATING 25,000
    THE EVERGLADES FOUNDATION INC
    ATTNMS KATHERINE CASKEY
    18001 OLD CUTLER ROAD SUITE 625
    PALMETTO BAY,FL33157     		NONE PC GENERAL OPERATING 10,000
    CONNECTICUT FOOD BANK INC
    ATTNMS AMY LLOYD
    2 RESEARCH PARKWAY
    WALLINGFORD,CT06492     		NONE PC GENERAL OPERATING 20,000
    THE CONNECTICUT AUDUBON SOCIETY INC
    ATTNMS ALISHA MILARDO
    314 UNQUOWA ROAD
    FAIRFIELD,CT06824     		NONE PC GENERAL OPERATING 30,000
    AMHERST COLLEGE TRUSTEES
    FOLGER SHAKESPEARE LIBRARY
    201 EAST CAPITOL STREET SE
    WASHINGTON,DC20009     		NONE PC GENERAL OPERATING 5,000
    Total .................................bullet 3a 1,500,000
    bApproved for future payment
    Total .................................bullet 3b  
    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 1,493,727  
    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.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 29,398  
    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)..   1,523,125  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,523,125
    (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

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    KITCHINGS FAMILY FOUNDATION
    EIN:
    06-6044228
    Name of Stock End of Year Book Value End of Year Fair Market Value
    291011104 EMERSON ELEC CO 149,958 442,035
    907818108 UNION PAC CORP 166,117 1,457,540
    931142103 WALMART INC 351,128 864,900
    84670702 BERKSHIRE HATHAWAY IN 101,418 115,935
    693475105 PNC FINL SVCS GROUP 296,969 745,000
    219350105 CORNING INC 156,760 360,000
    G5494J103 LINDE PLC 245,183 395,265
    92826C839 VISA INC CL A 164,855 2,012,316
    14040H105 CAPITAL ONE FINANCIA 288,774 593,100
    254687106 DISNEY WALT CO NEW 294,613 1,630,620
    34354P105 FLOWSERVE CORP 145,500 184,250
    00206R102 AT&T INC 103,485 100,660
    58933Y105 MERCK & CO INC 418,903 899,800
    20030N101 COMCAST CORP-CL A 878,908 1,572,000
    02079K107 ALPHABET INC CL C 205,810 1,226,316
    617446448 MORGAN STANLEY 487,190 1,027,950
    60505104 BANK OF AMERICA CORP 595,913 1,409,415
    68389X105 ORACLE CORPORATION 324,490 905,660
    2824100 ABBOTT LABS 256,377 1,259,135
    166764100 CHEVRON CORP 463,215 844,500
    22160K105 COSTCO WHOLESALE COR 288,558 640,526
    278865100 ECOLAB INC 329,530 649,080
    38141G104 GOLDMAN SACHS GROUP 195,854 448,307
    46625H100 JP MORGAN CHASE & CO 490,608 1,588,375
    478160104 JOHNSON & JOHNSON 111,416 786,900
    580135101 MCDONALDS CORP 125,190 643,740
    91324P102 UNITEDHEALTH GROUP I 415,629 1,052,040
    37833100 APPLE INC 240,442 3,449,940
    191216100 COCA COLA CO 13,841 6,992,100
    438516106 HONEYWELL INTERNATIO 439,606 638,100
    79466L302 SALESFORCE COM INC 109,619 133,518
    842587107 SOUTHERN COMPANY 269,429 552,870
    30303M102 FACEBOOK INC-A 487,895 546,320
    31162100 AMGEN INC 689,372 1,494,480
    949746101 WELLS FARGO & CO 261,330 301,800
    02079K305 ALPHABET INC CL A 147,178 1,139,216
    126650100 CVS HEALTH CORP 253,887 546,400
    285512109 ELECTRONIC ARTS INC 171,538 222,580
    882508104 TEXAS INSTRUMENTS IN 178,108 984,780
    521865204 LEAR CORP 292,444 636,120
    437076102 HOME DEPOT INC 125,095 1,328,100
    594918104 MICROSOFT CORP 563,488 3,825,624
    00287Y109 ABBVIE INC 55,356 642,900
    20002101 ALLSTATE CORP 343,704 769,510
    458140100 INTEL CORP 333,614 697,480
    717081103 PFIZER INC 451,075 736,200
    742718109 PROCTER & GAMBLE CO 654 556,560
    92343V104 VERIZON COMMUNICATIO 328,999 587,500
    65339F101 NEXTERA ENERGY INC 103,662 308,600
    G5960L103 MEDTRONIC PLC 462,557 644,270
    11135F101 BROADCOM INC 304,867 700,560
    N53745100 LYONDELLBASELL INDUS 245,915 366,640
    23135106 AMAZON.COM INC 762,123 1,628,465
    747525103 QUALCOMM INC 107,674 114,255
    883556102 THERMO FISHER SCIENT 289,072 326,046
    983919101 XILINX INC 104,548 141,770
    7.5513E+105 RAYTHEON TECHNOLOG 370,733 622,137
    00724F101 ADOBE INC 168,019 225,054
    14448C104 CARRIER GLOBAL CORP 28,119 150,880
    26614N102 DUPONT DE NEMOURS IN 181,161 142,220
    31620M106 FIDELITY NATL INFORM 69,855 70,730
    45337C102 INCYTE CORPORATION 93,742 86,980
    45687V106 INGERSOLL-RAND INC 81,993 200,464
    46120E602 INTUITIVE SURGICAL I 137,488 204,525
    67066G104 NVIDIA CORP 220,469 208,880
    68902V107 OTIS WORLDWIDE CORP 42,058 135,100
    92556V106 VIATRIS INC 25,208 46,850
    G8994E103 TRANE TECHNOLOGIES P 281,644 725,800

    TY 2020 InvestmentsOtherSchedule2
    Name:
    KITCHINGS FAMILY FOUNDATION
    EIN:
    06-6044228
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    464287507 ISHARES CORE S&P MID AT COST 2,301,869 2,643,045
    921937504 VANGUARD TOTAL BOND AT COST 899,250 969,322
    04314H667 ARTISAN INTL VALUE F      
    46120E602 INTUITIVE SURGICAL I      
    00206R102 AT&T INC COM      
    92826C839 VISA INC CL A COM      
    464287465 ISHARES MSCI EAFE ET AT COST 800,445 1,065,435
    922908553 VANGUARD REAL ESTATE AT COST 229,763 339,720
    880208772 TEMPLETON GLOBAL BON AT COST 479,457 379,016
    464286665 ISHARES MSCI PACIFIC AT COST 501,687 804,216
    437076102 HOME DEPOT INC COM      
    02079K305 ALPHABET INC CL A      
    233203835 DFA REAL ESTATE SECU AT COST 316,708 465,819
    00724F101 ADOBE SYSTEMS INC CO      
    26614N102 DUPONT DE NEMOURS IN      
    233203868 DFA LARGE CAP INTERN AT COST 1,617,287 2,456,558
    191216100 COCA-COLA CO COM      
    438516106 HONEYWELL INTL INC C      
    842587107 SOUTHERN CO COM      
    31620M106 FIDELITY NATL INFORM      
    00143W859 INVESCO DEVELOPING M AT COST 493,186 946,174
    020002101 ALLSTATE CORP COM      
    30231G102 EXXON MOBIL CORP COM      
    458140100 INTEL CORP COM      
    717081103 PFIZER INC COM      
    742718109 PROCTER & GAMBLE CO      
    755111507 RAYTHEON CO NEW COM      
    92343V104 VERIZON COMMUNICATIO      
    65339F101 NEXTERA ENERGY INC C      
    00287Y109 ABBVIE INC COM      
    G5960L103 MEDTRONIC PLC      
    11135F101 BROADCOM INC      
    260557103 DOW INC      
    922042858 VANGUARD FTSE EMERGI AT COST 765,552 1,002,200
    921937702 VANGUARD SHORT-TERM AT COST 884,266 932,868
    03463K406 ANGEL OAK MULTI-STRA AT COST 850,458 774,775
    023135106 AMAZON INC COM      
    291011104 EMERSON ELEC CO COM      
    907818108 UNION PACIFIC CORP C      
    913017109 UNITED TECHNOLOGIES      
    084670702 BERKSHIRE HATHAWAY I      
    22822V101 CROWN CASTLE INTERNA AT COST 371,323 636,760
    233203587 DFA EMERGING MKTS VA      
    45337C102 INCYTE CORP COM      
    459200101 INTERNATIONAL BUSINE      
    478160104 JOHNSON & JOHNSON CO      
    68389X105 ORACLE CORP COM      
    81369Y506 ENERGY SELECT SPDR AT COST 240,499 151,600
    931142103 WAL-MART STORES INC      
    G47791101 INGERSOLL-RAND PLC C      
    N53745100 LYONDELLBASELL INDS      
    002824100 ABBOTT LABS COM      
    060505104 BANK OF AMERICA CORP      
    166764100 CHEVRON CORP COM      
    22160K105 COSTCO WHOLESALE COR      
    277432100 EASTMAN CHEMICAL CO      
    278865100 ECOLAB INC COM      
    38141G104 GOLDMAN SACHS GROUP      
    46625H100 JP MORGAN CHASE AND      
    580135101 MCDONALDS CORP COM      
    91324P102 UNITEDHEALTH GROUP I      
    14040H105 CAPITAL ONE FINL COR      
    254687106 WALT DISNEY CO COM      
    34354P105 FLOWSERVE CORP COM      
    58933Y105 MERCK AND INC COM      
    02079K107 ALPHABET INC CL C      
    20030N101 COMCAST CORP COM CL      
    219350105 CORNING INC COM      
    G5494J103 LINDE PLC      
    693475105 PNC FINL SVCS GROUP      
    17275R102 CISCO SYS INC COM      
    594918104 MICROSOFT CORP COM      
    617446448 MORGAN STANLEY COM      
    031162100 AMGEN INC COM      
    037833100 APPLE INC COM      
    126650100 CVS CAREMARK CORP CO      
    285512109 ELECTRONIC ARTS INC      
    882508104 TEXAS INSTRS INC COM      
    949746101 WELLS FARGO & CO COM      
    521865204 LEAR CORP COM NEW      
    253868103 DIGITAL REALTY TRUST AT COST 92,409 83,706
    258620103 DOUBLELINE TOTAL RET AT COST 550,000 540,949
    00770G847 JOHCM INTERNATIONAL AT COST 300,000 410,769
    04314H857 ARTISAN INTERNATIONA AT COST 300,000 409,080

    TY 2020 OtherDecreasesSchedule
    Name:
    KITCHINGS FAMILY FOUNDATION
    EIN:
    06-6044228
    Description Amount
    COST BASIS ADJUSTMENT 8,790
    RETURN OF CAPITAL 1,441
    2020 TRANSACTIONS POSTED IN 2021 7,685


    TY 2020 OtherExpensesSchedule
    Name:
    KITCHINGS FAMILY FOUNDATION
    EIN:
    06-6044228
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER ALLOCABLE EXPENSE-PRINCI 1,500 0   1,500


    TY 2020 OtherIncreasesSchedule
    Name:
    KITCHINGS FAMILY FOUNDATION
    EIN:
    06-6044228
    Description Amount
    MUTUAL FUND ADJUSTMENT 573
    2019 TRANSACTIONS POSTED IN 2020 17,877
    ROUNDING 5


    TY 2020 TaxesSchedule
    Name:
    KITCHINGS FAMILY FOUNDATION
    EIN:
    06-6044228
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES ON QUALIFIED FOR 6,694 6,694   0
    FOREIGN TAXES ON NONQUALIFIED 2,880 2,880   0