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
THE WELLER FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 894
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEWTOWN, CT06470
A Employer identification number

06-6068987
B Telephone number (see instructions)

(203) 304-9233
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$3,492,828J 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 Check bullet.............
3 Interest on savings and temporary cash investments 3 3  
4 Dividends and interest from securities... 100,747 100,747  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 70,785
b Gross sales price for all assets on line 6a 849,797
7 Capital gain net income (from Part IV, line 2)... 70,785
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........ 171,535 171,535  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 43,302 750   42,552
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 12,589 0   12,589
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 1,200 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 625 0   625
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 6,847 0   6,847
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 64,563 750   62,613
25 Contributions, gifts, grants paid....... 94,585 94,585
26 Total expenses and disbursements. Add lines 24 and 25 159,148 750   157,198
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 12,387
b Net investment income (if negative, enter -0-) 170,785
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......... 21,564 47,694 47,694
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 21,209 Click to see attachment17,332 18,274
b Investments—corporate stock (attach schedule)....... 1,733,338 Click to see attachment1,754,474 2,942,778
c Investments—corporate bonds (attach schedule)....... 469,973 Click to see attachment440,471 484,082
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
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) 2,246,084 2,259,971 3,492,828
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 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........ 2,246,084 2,259,971
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 2,246,084 2,259,971
30 Total liabilities and net assets/fund balances (see instructions). 2,246,084 2,259,971
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
2,246,084
2
Enter amount from Part I, line 27a .....................
2
12,387
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
1,500
4
Add lines 1, 2, and 3 ..........................
4
2,259,971
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
2,259,971
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 PUBLICLY TRADED SECURITIES P    
b CAPITAL GAIN DISTRIBUTIONS P    
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 849,797   786,227 63,570
b       7,215
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       63,570
b       7,215
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 70,785
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 2,374
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 2,374
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 2,374
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 1,757
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 3,500
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 5,257
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 2,883
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet2,883 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
    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 ofbulletTHE FOUNDATION Telephone no.bullet (203) 304-9233

    Located atbulletPO BOX 894NEWTOWNCT ZIP+4bullet06470
    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
     
    No
    .........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
    BRIAN E SKINNER VICE CHAIRMAN,TREASURER &
    1.00     		4,800 0 0
    176 MICHIGAN ROAD
    NEW CANAAN,CT06840
    MICHAEL J SMITH CHAIRMAN & TRUSTEE
    2.00     		4,800 0 0
    151 WILTON ROAD EAST
    RIDGEFIELD,CT06877
    ALEXANDER FRASER SECRETARY & TRUSTEE
    2.00     		4,800 0 0
    3 SEALAND DRIVE
    NEWTOWN,CT06470
    MICHAEL P ZABINSKI TRUSTEE
    1.00     		4,800 0 0
    102 SHOREFRONT STREET
    MILFORD,CT06460
    JOANNE E DAVIES TRUSTEE
    2.00     		4,800 0 0
    57 HESSEKY MEADOW ROAD
    WOODBURY,CT06798
    KIMBERLY HUFSCHMIED FOUNDATION MANAGER
    11.00     		19,303 0 0
    1 SILVER BROOK LANE
    NEWTOWN,CT06470
    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 NOT APPLICABLE 0
    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
    3,197,090
    b
    Average of monthly cash balances.......................
    1b
    43,381
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    3,240,471
    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
    3,240,471
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    48,607
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    3,191,864
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    159,593
    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
    159,593
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    2,374
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,374
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    157,219
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    1,500
    5
    Add lines 3 and 4............................
    5
    158,719
    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
    158,719
    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
    157,198
    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
    157,198
    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
    157,198
    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 7 158,719
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 150,990
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 157,198
    a Applied to 2019, but not more than line 2a 150,990
    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..... 6,208
    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 ..........     		152,511
    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....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    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:
    KIMBERLY HUFSCHMIED
    PO BOX 894
    NEWTOWN,CT06470
    (203) 304-9233
    bThe form in which applications should be submitted and information and materials they should include:
    THE APPLICANT MUST VERIFY THAT THEY ARE A QUALIFIED CHARITABLE ORGANIZATION
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    USUALLY LIMITED TO THE CONNECTICUT TOWNS OF NEWTOWN, MONROE, TRUMBULL, SHELTON AND REDDING.
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    KIMBERLY HUFSCHMIED
    PO BOX 894
    NEWTOWN,CT06470
    (203) 304-9233
    bThe form in which applications should be submitted and information and materials they should include:
    SENIORS FROM JOEL BARLOW, MASUK, NEWTOWN, SHELTON AND TRUMBULL HIGH SCHOOLS MUST SUBMIT A PROJECT OUTLINE TO BE DEVELOPED DURING THE ACADEMIC YEAR. THE STUDENT'S PROPOSED PROJECT OF NO MORE THAN 2 PAGES MUST OUTLINE THE PROJECT AND THE PROPOSAL. THE PROPOSALS WILL BE JUDGED BY THE FOUNDATION TRUSTEES. UP TO FIVE FINALIST WILL BE SELECTED FROM AMONG THE PROPOSALS. THE SCHOLARSHIP RECIPIENT IS AWARDED BASED ON THE RULES AND REGULATIONS ESTABLISHED BY THE FOUNDATION.
    cAny submission deadlines:
    PROPOSED PROJECTS DUE EARLY OCTOBER. MID-PROJECT REVIEW IN JANUARY. PROJECTS DUE EARLY MARCH.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    LIMITED TO FULL-TIME STUDENTS AT THE ABOVE NAMED FIVE AREA HIGH SCHOOLS.
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    KIMBERLY HUFSCHMIED
    PO BOX 894
    NEWTOWN,CT06470
    (203) 304-9233
    bThe form in which applications should be submitted and information and materials they should include:
    NO APPLICATION IS REQUIRED. RECIPIENTS ARE SELECTED BY THE INDIVIDUAL HIGH SCHOOL FACULTY.
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    KIMBERLY HUFSCHMIED
    PO BOX 894
    NEWTOWN,CT06470
    (203) 304-9233
    bThe form in which applications should be submitted and information and materials they should include:
    NO APPLICATION IS REQUIRED. RECIPIENTS ARE SELECTED BY THE INDIVIDUAL HIGH SCHOOL FACULTY.
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    KIMBERLY HUFSCHMIED
    PO BOX 894
    NEWTOWN,CT06470
    (203) 304-9233
    bThe form in which applications should be submitted and information and materials they should include:
    NO APPLICATION IS REQUIRED. RECIPIENTS ARE SELECTED BY THE INDIVIDUAL HIGH SCHOOL FACULTY.
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    KIMBERLY HUFSCHMIED
    PO BOX 894
    NEWTOWN,CT06470
    (203) 304-9233
    bThe form in which applications should be submitted and information and materials they should include:
    DETAILS ON THE VOCATIONAL SCHOOL APPLICANT PLANS TO ATTEND AND A COPY OF THE STUDENT'S TRANSCRIPT.
    cAny submission deadlines:
    APPLICATION DEADLINE IS MID-MARCH
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    THE VOCATIONAL INSTITUTION NEEDS TO VERIFY REIPIENT'S PROGRAM AND TUITION.
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    KIMBERLY HUFSCHMIED
    PO BOX 894
    NEWTOWN,CT06470
    (203) 304-9233
    bThe form in which applications should be submitted and information and materials they should include:
    THE COMPLETED APPLICATION SHOULD BE MAILED TO THE TOWN'S SUPERINTENDENT OF SCHOOLS. PROVIDE A BRIEF DESCRIPTION OF A SUCCESSFUL INPLEMENTATION OF A CURRICULUM PROJECT DURING THE CURRENT OR PREVIOUSL YEAR.
    cAny submission deadlines:
    APPLICATION DEADLINE IS EARLY MARCH
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    CERTIFIED TEACHERS IN GRADES KINDERGARTEN THROUGH FIVE CURRENTLY TEACHING IN PUBLIC SCHOOL IN ONE OF THE FIVE TOWNS. THE AWARD REQUIRES A MINIMUM OF TWO QUALIFIED APPLICANTS.
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    KIMBERLY HUFSCHMIED
    PO BOX 894
    NEWTOWN,CT06470
    (203) 304-9233
    bThe form in which applications should be submitted and information and materials they should include:
    NO APPLICATION IS REQUIRED. RECIPIENTS ARE SELECTED BY THE LOCAL COLLEGES BASED ON FINANCIAL NEED.
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    FRESHMAN STUDENTS AT LOCAL COLLEGES WHO ARE FROM ONE OF THE FIVE COMMUNITIES.
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    KIMBERLY HUFSCHMIED
    PO BOX 894
    NEWTOWN,CT06470
    (203) 304-9233
    bThe form in which applications should be submitted and information and materials they should include:
    AN APPLICATION STATING INTENDED CAREER, COLLEGE NAME AND PROGRAM SELECTED. ALSO MUST SUBMIT ESSAY, OFFICIAL TRANSCRIPT AND SAT AND/OR ACT SCORES.
    cAny submission deadlines:
    APPLICATION DEADLINE IS EARLY MARCH
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    APPLICANTS MUST BE SENIORS WHO ARE FULL-TIME STUDENTS AT JOEL BARLOW, MASUK, NEWTOWN, SHELTON OR TRUMBULL HIGH SCHOOLS. APPLICANTS MUST HAVE A MINIMUM GPA OF 3.0 DURING THE FIRST THREE YEARS OF HIGH SCHOOL AND MINIMUM SAT OF 1160 OR ACT SCORE OF 22.
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    KIMBERLY HUFSCHMIED
    PO BOX 894
    NEWTOWN,CT06470
    (203) 304-9233
    bThe form in which applications should be submitted and information and materials they should include:
    AN APPLICATION STATING INTENDED MAJOR AND COLLEGES APPLIED FOR ADMISSION. ALSO MUST SUBMIT ESSAY, OFFICIAL TRANSCRIPT, THREE CHARACTER REFERENCES AND SAT AND/OR ACT SCORES
    cAny submission deadlines:
    APPLICATION DEADLINE IS EARLY MARCH
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    APPLICANTS MUST BE SENIORS WHO ARE FULL-TIME STUDENTS AT JOEL BARLOW, MASUK, NEWTOWN, SHELTON OR TRUMBULL HIGH SCHOOLS. THE APPLICANTS MUST BE ACCEPTED AND SUBSEQUENTLY ENROLLED AT COLLEGE MAJORING IN ELEMENTARY OR SECONDARY EDUCATION. APPLICANTS MUST HAVE A MINIMUM GPA OF 3.0 AND MINIMUM SAT OF 1160 OR ACT SCORE OF 22.
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    KIMBERLY HUFSCHMIED
    PO BOX 894
    NEWTOWN,CT06470
    (203) 304-9233
    bThe form in which applications should be submitted and information and materials they should include:
    AN APPLICATION STATING INTENDED MAJOR AND COLLEGES APPLIED FOR ADMISSION. ALSO MUST SUBMIT ESSAY, OFFICIAL TRANSCRIPT, THREE REFERENCES AND SAT AND/OR ACT SCORES
    cAny submission deadlines:
    APPLICATION DEADLINE IS EARLY MARCH
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    APPLICANTS MUST BE SENIORS WHO ARE FULL-TIME STUDENTS AT JOEL BARLOW, MASUK, NEWTOWN, SHELTON OR TRUMBULL HIGH SCHOOLS. THE APPLICANTS MUST BE ACCEPTED AND SUBSEQUENTLY ENROLLED AT COLLEGE MAJORING IN COMPUTER SCIENCE. APPLICANTS MUST HAVE A MINIMUM GPA OF 3.3 AND MINIMUM SAT OF 1230 OR ACT SCORE OF 23.
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    KIMBERLY HUFSCHMIED
    PO BOX 894
    NEWTOWN,CT06470
    (203) 304-9233
    bThe form in which applications should be submitted and information and materials they should include:
    AN APPLICATION STATING INTENDED MAJOR AND COLLEGES APPLIED FOR ADMISSION. ALSO MUST SUBMIT ESSAY, OFFICIAL TRANSCRIPT, THREE REFERENCES AND SAT AND/OR ACT SCORES
    cAny submission deadlines:
    APPLICATION DEADLINE IS EARLY MARCH
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    APPLICANTS MUST BE SENIORS WHO ARE FULL-TIME STUDENTS AT JOEL BARLOW, MASUK, NEWTOWN, SHELTON OR TRUMBULL HIGH SCHOOLS. THE APPLICANTS MUST BE ACCEPTED AND SUBSEQUENTLY ENROLLED AT COLLEGE MAJORING IN ENGINEERING. APPLICANTS MUST HAVE A MINIMUM GPA OF 3.3 AND MINIMUM SAT OF 1230 OR ACT SCORE OF 23.
    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
    CYRENIUS H BOOTH LIBRARY
    25 MAIN STREET
    NEWTOWN,CT06470     		N/A PC SUPPORT OF ORGANIZATION 1,000
    JUNIOR ACHIEVEMENT OF GREATER FAIRFIELD COUNTY
    835 MAIN STREET
    BRIDGEPORT,CT06604     		N/A PC SUPPORT OF ORGANIZATION 3,000
    JOEL BARLOW HIGH SCHOOL
    100 BLACK ROCK TURNPIKE
    WEST REDDING,CT06896     		N/A PC SUPPORT OF ORGANIZATION 4,000
    MASUK HIGH SCHOOL
    1014 MONROE TURNPIKE
    MONROE,CT06468     		N/A PC SUPPORT OF ORGANIZATION 4,000
    NEWTOWN HIGH SCHOOL
    12 BERKSHIRE ROAD
    SANDY HOOK,CT06482     		N/A PC SUPPORT OF ORGANIZATION 4,000
    SHELTON HIGH SCHOOL
    120 MEADOW STREET
    SHELTON,CT06484     		N/A PC SUPPORT OF ORGANIZATION 4,000
    TRUMBULL HIGH SCHOOL
    72 STROBEL ROAD
    TRUMBULL,CT06611     		N/A PC SUPPORT OF ORGANIZATION 3,710
    MADISON MIDDLE SCHOOL
    4630 MADISON AVENUE
    TRUMBULL,CT06611     		N/A PC SUPPORT OF ORGANIZATION 1,000
    REED INTERMEDIATE SCHOOL
    3 TRADES LANE
    NEWTOWN,CT06470     		N/A PC SUPPORT OF ORGANIZATION 1,700
    NEWTOWN MIDDLE SCHOOL
    11 QUEEN STREET
    NEWTOWN,CT06470     		N/A PC SUPPORT OF ORGANIZATION 1,000
    SHELTON INTERMEDIATE SCHOOL
    675 CONSTITUTION BLVD NORTH
    SHELTON,CT06484     		N/A PC SUPPORT OF ORGANIZATION 1,700
    PERRY HILL MIDDLE SCHOOL
    60 PERRY HILL ROAD
    SHELTON,CT06484     		N/A PC SUPPORT OF ORGANIZATION 1,000
    OWEN O'REILLY
    167 OLD REDDING ROAD
    REDDING,CT06896     		NONE I 2020 BARTON L. WELLER SCHOLARSHIP RECIPIENT - ENCOURAGE ACADEMIC EXCELLENCE & COLLEGE EDUCATION 3,750
    ANNIKA MORGAN
    59A BLACK ROCK TURNPIKE
    REDDING,CT06896     		NONE I 2019 BARTON L. WELLER SCHOLARSHIP RECIPIENT - ENCOURAGE ACADEMIC EXCELLENCE & COLLEGE EDUCATION 3,500
    TALIA HANKIN
    16 GREENLEAF FARMS ROAD
    NEWTOWN,CT06470     		NONE I 2018 BARTON L. WELLER SCHOLARSHIP RECIPIENT - ENCOURAGE ACADEMIC EXCELLENCE & COLLEGE EDUCATION 3,500
    MARISSA PECK
    23 HIGH RIDGE ROAD
    SHELTON,CT06484     		NONE I 2017 BARTON L. WELLER SCHOLARSHIP RECIPIENT - ENCOURAGE ACADEMIC EXCELLENCE & COLLEGE EDUCATION 3,500
    KYLE YOUNG
    3 TIMOTHY LANE
    SHELTON,CT06484     		NONE I 2020 BARTON L. WELLER SCHOLARSHIP RUNNER-UP - ENCOURAGE ACADEMIC EXCELLENCE & COLLEGE EDUCATION 2,000
    HAYLEY BARON
    63 INDIAN WELL ROAD
    SHELTON,CT06484     		NONE I 2020 BARTON L. WELLER SCHOLARSHIP FINALIST - ENCOURAGE ACADEMIC EXCELLENCE & COLLEGE EDUCATION 500
    JOSEPH DAVIS
    45 SHARON COURT
    SHELTON,CT06484     		NONE I 2020 BARTON L. WELLER SCHOLARSHIP FINALIST - ENCOURAGE ACADEMIC EXCELLENCE & COLLEGE EDUCATION 500
    ALISON SHIVELY
    66 BEARDSLEY PARKWAY
    TRUMBULL,CT06611     		NONE I 2020 BARTON L. WELLER SCHOLARSHIP FINALIST - ENCOURAGE ACADEMIC EXCELLENCE & COLLEGE EDUCATION 500
    JULIA KREPSZTUL
    322 REDDING ROAD
    REDDING,CT06896     		NONE I 2021 BARTON L. WELLER SCHOLARSHIP FINALIST - ENCOURAGE ACADEMIC EXCELLENCE & COLLEGE EDUCATION 200
    TAEGAN SMITH
    22 WILLS ROAD
    NEWTOWN,CT06470     		NONE I 2021 BARTON L. WELLER SCHOLARSHIP FINALIST - ENCOURAGE ACADEMIC EXCELLENCE & COLLEGE EDUCATION 200
    MEGHAN OGRINZ
    28 COUNTRY CLUB LANE
    EASTON,CT06612     		NONE I 2021 BARTON L. WELLER SCHOLARSHIP FINALIST - ENCOURAGE ACADEMIC EXCELLENCE & COLLEGE EDUCATION 200
    ROBERT BABCOCK
    63 SHERWOOD DRIVE
    EASTON,CT06612     		NONE I ELEANOR F. MOORE BUSINESS AWARD RECIPIENT - FOSTER INTEREST IN BUSINESS CAREERS 500
    HAYLEY BARON
    63 INDIAN WELL ROAD
    SHELTON,CT06484     		NONE I ELEANOR F. MOORE BUSINESS AWARD RECIPIENT - FOSTER INTEREST IN BUSINESS CAREERS 500
    NICHOLAS DAUCH
    44 MOUNT PLEASANT ROAD
    NEWTOWN,CT06470     		NONE I ELEANOR F. MOORE BUSINESS AWARD RECIPIENT - FOSTER INTEREST IN BUSINESS CAREERS 500
    HAYLEY FOOTHORAP
    6 CENTERVIEW DRIVE
    SHELTON,CT06484     		NONE I ELEANOR F. MOORE BUSINESS AWARD RECIPIENT - FOSTER INTEREST IN BUSINESS CAREERS 500
    THOMAS COPPOLA
    7 KNOLLCREST DRIVE
    TRUMBULL,CT06611     		NONE I ELEANOR F. MOORE BUSINESS AWARD RECIPIENT - FOSTER INTEREST IN BUSINESS CAREERS 500
    ROBERT GANIM
    15 RIDGEDALE ROAD
    EASTON,CT06612     		NONE I ELEANOR F. MOORE BUSINESS AWARD RECIPIENT - FOSTER INTEREST IN BUSINESS CAREERS 500
    MATTHEW SUN
    59 DEACON ABBOTT ROAD
    REDDING,CT06896     		NONE I SENIOR SCIENCE AWARD RECIPIENT - FOSTER INTEREST IN SCIENCE CAREERS 500
    JESSICA PALLAS
    7 TURKEY ROOST ROAD
    MONROE,CT06468     		NONE I SENIOR SCIENCE AWARD RECIPIENT - FOSTER INTEREST IN SCIENCE CAREERS 500
    JULIA KLEIN
    20 WINTON FARM ROAD
    NEWTOWN,CT06470     		NONE I SENIOR SCIENCE AWARD RECIPIENT - FOSTER INTEREST IN SCIENCE CAREERS 500
    TAASEEN KHAN
    45 ENGLISH LANE
    SHELTON,CT06484     		NONE I SENIOR SCIENCE AWARD RECIPIENT - FOSTER INTEREST IN SCIENCE CAREERS 500
    CYRUS ASGARI
    120 CRANBURY DRIVE
    TRUMBULL,CT06611     		NONE I SENIOR SCIENCE AWARD RECIPIENT - FOSTER INTEREST IN SCIENCE CAREERS 500
    MIA DIAMICO
    298 BLACK ROCK TURNPIKE
    REDDING,CT06896     		NONE I PAUL W. BROGGI COMMUNICATIONS AWARD RECIPIENT - FOSTER INTEREST IN COMMUNICATIONS CAREERS 500
    JOSHUA WITTENBERGER
    42 KETTLE CREEK LANE
    MONROE,CT06468     		NONE I PAUL W. BROGGI COMMUNICATIONS AWARD RECIPIENT - FOSTER INTEREST IN COMMUNICATIONS CAREERS 500
    LAURA AUGENBRAUN
    70 RIVERSIDE ROAD
    SANDY HOOK,CT06492     		NONE I PAUL W. BROGGI COMMUNICATIONS AWARD RECIPIENT - FOSTER INTEREST IN COMMUNICATIONS CAREERS 500
    SANTINO DEFILIPPO
    20 VISTA DRIVE
    SHELTON,CT06484     		NONE I PAUL W. BROGGI COMMUNICATIONS AWARD RECIPIENT - FOSTER INTEREST IN COMMUNICATIONS CAREERS 500
    NOLAN SHAY
    14 BAYBERRY LANE
    TRUMBULL,CT06611     		NONE I PAUL W. BROGGI COMMUNICATIONS AWARD RECIPIENT - FOSTER INTEREST IN COMMUNICATIONS CAREERS 500
    SEAN MCKINLEY
    34 TAUNTON RIDGE ROAD
    NEWTOWN,CT06470     		NONE I 2020 VINCENT VOCCIA VOCATIONAL AWARD RECIPIENT - ENCOURAGE VOCATIONAL SKILLS 1,500
    LUKE AZZARITO
    4 MOUNTAIN LAUREL LANE
    SANDY HOOK,CT06482     		NONE I 2020 VINCENT VOCCIA VOCATIONAL AWARD RECIPIENT - ENCOURAGE VOCATIONAL SKILLSVINCENT VOCCIA VOCATIONAL AWARD RECIPIENT - ENCOURAGE VOCATIONAL SKILLS 1,500
    JORDAN KNIGHT
    27 PILGRIM LANE
    TRUMBULL,CT06611     		NONE I 2020 VINCENT VOCCIA VOCATIONAL AWARD RECIPIENT - ENCOURAGE VOCATIONAL SKILLS 1,500
    SAMANTHA CHASE
    12 LUCILLE DRIVE
    SHELTON,CT06484     		NONE I 2020 VINCENT VOCCIA VOCATIONAL AWARD RECIPIENT - ENCOURAGE VOCATIONAL SKILLS 2,250
    GRACE RICHARDS HARRIGAN
    117 HILLSIDE LANE
    MONROE,CT06468     		NONE I 2018 VINCENT VOCCIA VOCATIONAL AWARD RECIPIENT - ENCOURAGE VOCATIONAL SKILLS 1,500
    JOSEPH MAILLET
    260 HAMMERTOWN ROAD
    MONROE,CT06468     		NONE I 2019 VINCENT VOCCIA VOCATIONAL AWARD RECIPIENT - ENCOURAGE VOCATIONAL SKILLS 1,500
    THOMAS JOHNSON
    22 DUSTY LANE
    NEWTOWN,CT06470     		NONE I 2019 VINCENT VOCCIA VOCATIONAL AWARD RECIPIENT - ENCOURAGE VOCATIONAL SKILLS 1,500
    SAMUEL HALLER
    558 MOREHOUSE ROAD
    EASTON,CT06612     		NONE I 2019 VINCENT VOCCIA VOCATIONAL AWARD RECIPIENT - ENCOURAGE VOCATIONAL SKILLS 1,500
    MCKENZI YUSKO
    7 ACADIA LANE APT 3-107
    SHELTON,CT06484     		NONE I WELLER EXCELLENCE IN TEACHING AWARD RECIPIENT: ENCOURAGE TEACHING EXCELLENCE IN GRADES K THRU 5TH 1,000
    CHERYL MCCAFFREY
    59 WOOD ROAD
    REDDING,CT06896     		NONE I WELLER EXCELLENCE IN TEACHING AWARD RECIPIENT: ENCOURAGE TEACHING EXCELLENCE IN GRADES K THRU 5TH 1,000
    JENNIFER ANGELOVIC
    23 NEW LEBBON ROAD
    SANDY HOOK,CT06482     		NONE I WELLER EXCELLENCE IN TEACHING AWARD RECIPIENT: ENCOURAGE TEACHING EXCELLENCE IN GRADES K THRU 5TH 1,000
    RAYMOND MARTIN
    39 DEERFIELD DRIVE
    EASTON,CT06612     		NONE I WELLER COLLEGIATE SCHOLARSHIP RECIPIENT: ASSIST LOCAL STUDENT IN OBTAINING A QUALITY COLLEGE EDUCATION 1,000
    JOSEPH CONROD
    14 QUARRY RIDGE ROAD
    SANDY HOOK,CT06482     		NONE I WELLER MEDICAL/HEALTH SCIENCES SCHOLARSHIP: ENCOURAGE STUDENTS IN FIELD OF MEDICAL & HEALTH SCIENCES 1,250
    ISABELLA KAISER
    25 GLEN ROAD
    SANDY HOOK,CT06482     		NONE I WELLER MEDICAL/HEALTH SCIENCES SCHOLARSHIP: ENCOURAGE STUDENTS IN FIELD OF MEDICAL & HEALTH SCIENCES 1,250
    EMILY CLAUSI
    18 WILDWOOD DRIVE
    TRUMBULL,CT06611     		NONE I WELLER MEDICAL/HEALTH SCIENCES SCHOLARSHIP: ENCOURAGE STUDENTS IN FIELD OF MEDICAL & HEALTH SCIENCES 1,500
    ANNA LABANCA
    33 PAUGUSSETT ROAD
    SANDY HOOK,CT06482     		NONE I WELLER MEDICAL/HEALTH SCIENCES SCHOLARSHIP: ENCOURAGE STUDENTS IN FIELD OF MEDICAL & HEALTH SCIENCES 1,500
    CHRISTINA ANDREO
    7 HANNAH LANE
    MONROE,CT06468     		NONE I 2017 WELLER EDUCATION SCHOLARSHIP RECIPIENT: ENCOURAGE & ASSIST LOCAL STUDENT TO PURSUE TEACHING CAREER 1,250
    DANIELLE GAISER
    29 SWAMP ROAD
    SANDY HOOK,CT06482     		NONE I 2018 WELLER EDUCATION SCHOLARSHIP RECIPIENT: ENCOURAGE & ASSIST LOCAL STUDENT TO PURSUE TEACHING CAREER 1,250
    ELIZABETH POSENO
    15 THE BOULEVARD
    NEWTOWN,CT06470     		NONE I 2019 WELLER EDUCATION SCHOLARSHIP RECIPIENT: ENCOURAGE & ASSIST LOCAL STUDENT TO PURSUE TEACHING CAREER 1,500
    MACKENZIE BOYCE
    50 HIGHLAND AVENUE
    SHELTON,CT06484     		NONE I 2020 WELLER EDUCATION SCHOLARSHIP RECIPIENT: ENCOURAGE & ASSIST LOCAL STUDENT TO PURSUE TEACHING CAREER 1,500
    EVANI DALAL
    10 SQUIRE COURT
    TRUMBULL,CT06611     		NONE I 2020 WELLER COMPUTER SCIENCE/TECHNOLOGY SCHOLARSHIP: ENCOURAGE STUDENTS IN FIELD OF COMPUTER SCIENCES 1,500
    SRISHTI PITHADIA
    7 MISTYWOOD LAND
    TRUMBULL,CT06611     		NONE I 2019 WELLER COMPUTER SCIENCE/TECHNOLOGY SCHOLARSHIP: ENCOURAGE STUDENTS IN FIELD OF COMPUTER SCIENCES 1,500
    SALONI SHAH
    16 ENDEAVOR STREET
    TRUMBULL,CT06611     		NONE I 2018 WELLER COMPUTER SCIENCE/TECHNOLOGY SCHOLARSHIP: ENCOURAGE STUDENTS IN FIELD OF COMPUTER SCIENCES 1,250
    HOWARD QIAN
    12 RED FOX LANE
    TRUMBULL,CT06611     		NONE I 2020 ROBERT SWART ENGINEERING SCHOLARSHIP: ENCOURAGE LOCAL STUDENTS IN FIELD OF ENGINEERING 1,500
    ALEXANDER MORENO
    16 GLENBROOK DRIVE
    MONROE,CT06468     		NONE I 2019 ROBERT SWART ENGINEERING SCHOLARSHIP: ENCOURAGE LOCAL STUDENTS IN FIELD OF ENGINEERING 1,500
    MICHAEL WASSINK
    12 LONG MEADOW LANE
    REDDING,CT06896     		NONE I 2018 ROBERT SWART ENGINEERING SCHOLARSHIP: ENCOURAGE LOCAL STUDENTS IN FIELD OF ENGINEERING 1,250
    BRANDEN FERNANDES
    173 WESTPORT ROAD
    EASTON,CT06612     		NONE I 2017 WELLER ENGINEERING SCHOLARSHIP: ENCOURAGE LOCAL STUDENTS IN FIELD OF ENGINEERING 1,250
    FIVE NEW SCHOOL AWARD PLAQUES FOR THE ELEANOR F MOORE PAUL W BROGGI AND
    SENIOR SCIENCE AWARD WINNERS GIVEN
    TO AREA HIGH SCHOOLS
    NEWTOWN,CT06470     		NONE PC ACKNOWLEDGE PREVIOUS AWARD RECIPIENTS AND PROMOTE THESE AWARDS IN THE AREA HIGH SCHOOLS 625
    Total .................................bullet 3a 94,585
    bApproved for future payment
    Total .................................bullet 3b 0
    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 ...........     		    14 3  
    4 Dividends and interest from securities....     14 100,747  
    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 70,785  
    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).. 0 171,535 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    171,535
    (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 AccountingFeesSchedule
    Name:
    THE WELLER FOUNDATION INC
    EIN:
    06-6068987
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 12,589 0   12,589

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    THE WELLER FOUNDATION INC
    EIN:
    06-6068987
    Name of Bond End of Year Book Value End of Year Fair Market Value
    25000 BANK OF AMERICA CORP FXD TO 032028 VAR THRAFTR 5.8750% (DIV) 25,469 28,682
    20000 BANK OF AMERICA CORP FXD TO 092024 VAR THRAFTR 6.2500% (DIV) 20,565 22,594
    20000 BARCLAYS BANK PLC FXD TO 062032 VAR THRAFTR 6.8600% REGS (DIV) 19,539 28,424
    20000 CITIGROUP INC FXD TO 022023 VAR THRAFTR 5.9000% (DIV) 20,522 21,456
    40000 CITIGROUP INC FXD TO 052024 VAR THRAFTR 6.3000% (DIV) 40,513 43,682
    10000 CITIGROUP INC FXD TO 052025 VAR THRAFTR 5.9500% (DIV) 10,105 11,001
    20000 DOMINION ENERGY INC FXD TO 102024 VAR THRAFTR 5.7500% 19,744 22,573
    25000 GENERAL MOTORS FIN CO FXD TO 092027 VAR THRAFTR 5.7500% (DIV) 25,278 26,360
    10000 GENERAL MOTORS FIN CO INC FXD TO 092030 VAR THRAFTR 5.7000% (DIV) 10,165 11,190
    100000 JPMORGAN CHASE & CO FXD TO 052023 VAR THRAFTR 5.1500% (DIV) 98,774 104,110
    30000 JPMORGAN CHASE & CO FXD TO 082023 VAR THRAFTR 6.0000% (DIV) 29,497 32,550
    20000 JPMORGAN CHASE & CO FXD TO 082024 VAR THRAFTR 5.0000% (DIV) 19,929 21,457
    25000 MORGAN STANLEY 24,459 26,320
    20000 NATIONWIDE FINANCIAL SERVICES 19,387 24,097
    25000 PRUDENTIAL FINANCIAL INC FXD TO 062023 VAR THRAFTR 5.6250% 25,606 26,873
    30000 PRUDENTIAL FINANCIAL INC FXD TO 092022 VAR THRAFTR 5.8750% 30,919 32,713

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    THE WELLER FOUNDATION INC
    EIN:
    06-6068987
    Name of Stock End of Year Book Value End of Year Fair Market Value
    1000 SHS AMEREN CORP (HLDG CO) 31,662 78,060
    600 SHS AMERICAN ELEC PWR CO INC 20,869 49,962
    1200 SHS BANK OF AMERICA CORP 27,219 36,372
    200 SHS BARCLAYS PLC ADR 9,522 1,598
    500 SHS BERKSHIRE HATHAWAY CL-B NEW 30,063 115,935
    500 SHS CITIGROUP INC NEW 48,379 30,830
    500 SHS COMCAST CORP (NEW) CLASS A 5,848 26,200
    616 SHS CHEVRON CORP 24,154 52,021
    400 SHS DOW INC 21,032 22,200
    100 SHS GOLDMAN SACHS GRP INC 16,827 26,371
    800 SHS GOLDMAN SACHS GRP INC 5.50% 18,477 21,864
    250 SHS HOME DEPOT INC 37,600 66,405
    250 SHS INTL BUSINESS MACHINES CORP 30,720 31,470
    500 SHS JOHNSON & JOHNSON 5,476 78,690
    1000 SHS JPMORGAN CHASE & CO 38,617 127,070
    300 SHS SOUTHWEST AIRLINES 11,184 13,983
    400 SHS ALTRIA GROUP INC 17,421 16,400
    500 SHS MICROSOFT CORP 12,864 111,210
    800 SHS PEPSICO INC NC 13,705 118,640
    1000 SHS PFIZER INC 27,753 36,810
    800 SHS PROCTER & GAMBLE 24,372 111,312
    10 SHS PJT PARTNERS INC COM CL A 37 752
    450 SHS PROGRESS ENERGY INC 245 248
    300 SHS ROYAL DUTCH SHELL PLC CL B 15,803 10,083
    1300 SHS AT&T INC 40,506 37,388
    300 SHS UNITEDHEALTH GP INC 6,706 105,204
    124 SHS VIATRIS INC 1,529 2,324
    1300 SHS VERIZON COMMUNICATIONS 47,812 76,375
    1000 SHS WALMART INC 12,512 144,150
    1700 SHS BLACKROCK TAX MUNICPAL BD TR 40,840 45,832
    800 SHS BLACKROCK CREDIT ALL INC TR IV 10,565 11,768
    3600 SHS EATON VANCE SENIOR INCOME TR 24,712 22,896
    3000 SHS EATON VANCE LTD DURATION FD 38,131 37,590
    1200 SHS FT-PREFERRED SECUR & INC ETF 24,195 24,228
    1500 SHS FIRST TR HIGH YIELD OPPRT 2027 30,822 30,480
    800 SHS FIRST TRUST FNCL ALPHADEX ETF 21,331 27,424
    100 SHS SPDR GOLD TR GOLD SHS 12,327 17,836
    1500 SHS NUVEEN TAXABLE MUNICPL INCM FD 33,303 35,625
    1000 SHS COHEN & STEERS TAX ADVAN PFD S 25,000 26,000
    500 SHS THE FINANCIAL SEL SECT SPDR FD 11,312 14,740
    400 SHS HEALTH CARE SEL SECT SPDR FD 13,420 45,376
    2241.19 SHS AMERICAN WA MUTUAL A 72,012 112,440
    1397.29 SHS HARTFORD EQUITY INC A 20,000 27,820
    1951.53 SHS JPMORGAN MID CAP VALUE A 53,114 70,177
    2562.61 SHS JPMORGAN EQUITY INCOME-A 32,536 49,638
    1196.6 SHS FIRST EAGLE GLOBAL A 56,079 73,304
    6225 UNIT FIRST TRUST 60-40 STRATEGIC ALLOCATION 3Q20 64,544 67,432
    2854 UNIT FIRST TRUST AMERICAN RECOVERY 1 29,948 37,223
    2380 UNIT FIRST TRUST S&P DIVIDEND ARISTOCRATS BUY-WRITE 8 24,191 25,196
    1856 UNIT FIRST TRUST S&P DIVIDEND ARISTOCRATS BUY-WRITE 9 17,985 17,758
    5706 UNIT FIRST TRUST BANKING OPPORTUNITY 37 35,736 53,286
    1944 UNIT FIRST TRUST BALANCED INCOME EQUITY & ETF 37 19,075 20,672
    3185 UNIT FIRST TRUST BALANCED INCOME EQUITY & ETF 39 32,267 32,568
    1955 UNIT FIRST TRUST BALANCED INCOME EQUITY & ETF 41 19,280 18,966
    2469 UNIT FIRST TRUST CAPITAL STRENGTH BUY-WRITE 43 17,734 20,874
    3029 UNIT FIRST TRUST DIVERSIFIED FIXED INCOME ETF 44 30,255 30,172
    7140 UNIT FIRST TRUST SELECT DSIP 1ST QTR 2020 70,230 74,761
    1528 UNIT FIRST TRUST GLOBAL DIVIDEND 63 15,913 17,932
    4384 UNIT INVESCO DIVERSIFIED HEALTHCARE 2020-1 30,389 44,587
    4155 UNIT INVESCO DIVERSIFIED HEALTHCARE 2020-3 40,255 43,745
    1802 UNIT FIRST TRUST SENIOR LOAN CLOSED-END & ETF 30 16,258 16,172
    2126 UNIT FIRST TRUST SENIOR LOAN &DIVIDEND GROWERS 24 20,184 21,129
    4220 UNIT INVESCO GLOBAL TECHNOLOGYLEADERS 2020-2 55,043 78,350
    3863 UNIT INVESCO GLOBAL TECHNOLOGYLEADERS CDA 2020-4 39,554 44,984
    3520 UNIT FIRST TRUST DOW TARGET 10JANUARY 2020 35,200 30,643
    2182 UNIT FIRST TRUST DOW TARGET 10OCT 2020 21,820 23,227

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    THE WELLER FOUNDATION INC
    EIN:
    06-6068987
    US Government Securities - End of Year Book Value:

    28
    US Government Securities - End of Year Fair Market Value:

    36
    State & Local Government Securities - End of Year Book Value:


    17,304
    State & Local Government Securities - End of Year Fair Market Value:


    18,238


    TY 2020 OtherExpensesSchedule
    Name:
    THE WELLER FOUNDATION INC
    EIN:
    06-6068987
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INSURANCE 2,164 0   2,164
    JUDGING FEES 1,200 0   1,200
    SCHOLARSHIP AWARD PROMOTION, BROCHURES 731 0   731
    MISCELLANEOUS 386 0   386
    SUPPLIES 2,366 0   2,366


    TY 2020 OtherIncreasesSchedule
    Name:
    THE WELLER FOUNDATION INC
    EIN:
    06-6068987
    Description Amount
    RECOVERY OF ASSETS 1,500


    TY 2020 TaxesSchedule
    Name:
    THE WELLER FOUNDATION INC
    EIN:
    06-6068987
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    2019 FEDERAL EXTENSION TAX PAYMENT 1,200 0   0