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 07-01-2020 , and ending 06-30-2021
Name of foundation
DALE KUTNICK AND LAURA GORDON KUTNICK FO
 
Number and street (or P.O. box number if mail is not delivered to street address)114 W 47TH ST NY8-114-07-07 AFT
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY100361510
A Employer identification number

06-1469212
B Telephone number (see instructions)

(888) 866-3275
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$27,439,123J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 1,014,500
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 219,274 210,828  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 4,519,577
b Gross sales price for all assets on line 6a 8,795,220
7 Capital gain net income (from Part IV, line 2)... 4,519,577
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)....... Click to see attachment 807 65  
12 Total. Add lines 1 through 11........ 5,754,158 4,730,470  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 180,000     180,000
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)....... Click to see attachment 2,500 0 0 2,500
c Other professional fees (attach schedule).... Click to see attachment 94,888 56,933   37,955
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 89,140 4,015   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 1,704     1,704
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 368,232 60,948 0 222,159
25 Contributions, gifts, grants paid....... 457,000 457,000
26 Total expenses and disbursements. Add lines 24 and 25 825,232 60,948 0 679,159
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 4,928,926
b Net investment income (if negative, enter -0-) 4,669,522
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............. 145,749 3,519 3,519
2 Savings and temporary cash investments......... 958,920 1,396,181 1,396,181
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) 35,127    
b Investments—corporate stock (attach schedule)....... 7,207,781 Click to see attachment13,682,639 24,521,811
c Investments—corporate bonds (attach schedule)....... 1,252,767 Click to see attachment311,653 326,144
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 801,147 Click to see attachment797,432 1,191,468
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) 10,401,491 16,191,424 27,439,123
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment293,484 Click to see attachment1,341,365
23 Total liabilities (add lines 17 through 22)......... 293,484 1,341,365
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........ 10,108,007 14,850,059
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)..... 10,108,007 14,850,059
30 Total liabilities and net assets/fund balances (see instructions). 10,401,491 16,191,424
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
10,108,007
2
Enter amount from Part I, line 27a .....................
2
4,928,926
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
716,876
4
Add lines 1, 2, and 3 ..........................
4
15,753,809
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
903,750
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
14,850,059
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 491. AT&T INC   2021-05-21 2021-06-10
b 49. AIR PRODUCTS & CHEMICALS INC   2021-05-21 2021-06-10
c 50000. ALPHABET INC   2017-11-30 2021-05-14
d 32. AMAZON COM INC   2018-07-11 2020-08-05
e 5. AMERICAN TOWER REIT INC   2018-02-06 2021-03-12
108. AMERICAN TOWER REIT INC   2020-03-17 2021-03-12
109. AMERICAN TOWER REIT INC   2021-01-21 2021-03-12
150. AMERICAN TOWER REIT INC   2017-01-26 2021-03-12
41. ANTHEM INC   2017-10-13 2020-09-24
254. APPLE INC   2016-01-13 2020-08-05
50000. APPLE INC   2017-05-08 2021-05-14
68. BALL CORP   2020-05-01 2021-03-22
494. BALL CORP   2020-03-26 2021-03-22
50000. BERKSHIRE HATHAWAY FIN   2014-10-01 2021-01-15
12000. BLACKBERRY LTD SHS   2021-01-22 2021-06-21
6000. BLOOM ENERGY CORP CL A   2020-11-30 2021-02-22
216. BRISTOL MYERS SQUIBB CO COM   2021-05-21 2021-06-10
50000. BURLINGTN NORTH SANTA FE   2017-01-27 2021-05-14
145. CSX CORP   2021-05-21 2021-06-10
1053. CISCO SYSTEMS INCORPORATED   2019-09-20 2021-02-19
165. COMCAST CORP   2021-05-21 2021-06-10
75. CONSTELLATION BRANDS INC   2019-04-23 2020-09-24
71. CONSTELLATION BRANDS INC   2019-06-03 2020-09-24
144. CONSTELLATION BRANDS INC   2019-07-12 2020-09-24
100000. RABOBANK NEDERLAND   2014-05-30 2021-05-14
174. COSTCO WHSL CORP NEW   2010-04-20 2021-03-12
13. COSTCO WHSL CORP NEW   2011-04-13 2021-03-22
52. COSTCO WHSL CORP NEW   2010-04-20 2021-03-22
56. CROWN CASTLE INTERNATIONAL CORP   2021-05-21 2021-06-10
315. DANAHER CORP   2015-08-03 2021-03-22
90. DANAHER CORP   2016-03-08 2021-03-22
75000. DANAHER CORP   2019-04-15 2021-05-14
3200. DESKTOP METAL INC   2020-12-16 2021-02-08
200. DESKTOP METAL INC   2020-12-16 2021-02-09
3200. DESKTOP METAL INC   2020-12-16 2021-02-09
2400. DESKTOP METAL INC   2020-12-16 2021-02-10
1000. DESKTOP METAL INC   2020-12-16 2021-02-12
5770. ENPHASE ENERGY INC   2018-07-26 2020-08-21
1230. ENPHASE ENERGY INC   2018-07-26 2020-08-21
100. ENPHASE ENERGY INC   2018-07-26 2020-10-05
100. ENPHASE ENERGY INC   2018-07-26 2020-11-16
670. ENPHASE ENERGY INC   2018-07-26 2020-11-16
130. ENPHASE ENERGY INC   2018-07-26 2020-11-16
230. ENPHASE ENERGY INC   2018-07-26 2020-11-18
590. ENPHASE ENERGY INC   2018-08-14 2020-11-18
410. ENPHASE ENERGY INC   2018-08-14 2020-11-18
3270. ENPHASE ENERGY INC   2018-08-14 2020-11-18
20. ENPHASE ENERGY INC   2018-08-14 2020-11-20
20. ENPHASE ENERGY INC   2018-08-14 2020-11-20
180. ENPHASE ENERGY INC   2018-08-14 2020-11-20
1000. ENPHASE ENERGY INC   2018-08-14 2020-11-20
1330. ENPHASE ENERGY INC   2018-08-14 2020-11-20
440. ENPHASE ENERGY INC   2018-08-14 2020-11-20
2770. ENPHASE ENERGY INC   2018-08-14 2020-11-20
540. ENPHASE ENERGY INC   2018-08-14 2020-11-20
1000. ENPHASE ENERGY INC   2018-08-14 2020-11-23
1330. ENPHASE ENERGY INC   2018-08-14 2020-11-24
770. ENPHASE ENERGY INC   2018-08-14 2020-11-24
200. ENPHASE ENERGY INC   2018-08-14 2020-12-18
1130. ENPHASE ENERGY INC   2018-08-14 2021-01-06
2270. ENPHASE ENERGY INC   2020-04-27 2021-01-06
1600. ENPHASE ENERGY INC   2020-04-27 2021-01-20
4320. ENPHASE ENERGY INC   2020-06-08 2021-02-22
205. ENPHASE ENERGY INC   2020-05-22 2021-02-22
130. ENPHASE ENERGY INC   2020-05-22 2021-02-22
275. ENPHASE ENERGY INC   2020-05-22 2021-02-22
1000. ENPHASE ENERGY INC   2020-05-22 2021-02-22
475. ENPHASE ENERGY INC   2020-05-22 2021-02-22
1395. ENPHASE ENERGY INC   2020-04-27 2021-02-22
380. ENPHASE ENERGY INC   2020-06-08 2021-02-23
240. ENPHASE ENERGY INC   2020-06-29 2021-02-23
140. ENPHASE ENERGY INC   2020-06-29 2021-02-23
2240. ENPHASE ENERGY INC   2020-06-29 2021-02-23
248. FIFTH THIRD BANCORP   2021-05-21 2021-06-24
18. FISERV INC COM   2020-08-20 2021-05-21
315. FISERV INC COM   2020-03-26 2021-05-21
169. FISERV INC COM   2020-05-28 2021-05-21
136. FISERV INC COM   2020-08-20 2021-06-18
188. FISERV INC COM   2021-01-21 2021-06-18
107. FISERV INC COM   2020-09-24 2021-06-18
10000. HAIER ELECGRP UNSP ADR   2016-08-03 2021-01-19
56. HOME DEPOT INC/THE   2016-06-03 2021-02-19
69. HOME DEPOT INC/THE   2016-06-03 2021-03-12
52. HONEYWELL INTERNATIONAL INC   2007-03-19 2021-02-19
71. HONEYWELL INTERNATIONAL INC   2007-12-26 2021-02-19
175. HONEYWELL INTERNATIONAL INC   2010-09-28 2021-02-19
50000. HONEYWELL INTERNATIONAL   2017-11-30 2021-03-01
50000. HONEYWELL INTERNATIONAL   2017-11-30 2021-03-01
50000. INTEL CORP   2017-05-09 2021-05-14
81. JOHNSON & JOHNSON   2021-05-21 2021-06-10
107. LOCKHEED MARTIN CORPORATION   2015-08-03 2020-11-16
32. LOCKHEED MARTIN CORPORATION   2015-08-03 2021-01-21
4. LOCKHEED MARTIN CORPORATION   2020-02-06 2021-01-21
50. LOCKHEED MARTIN CORPORATION   2016-02-16 2021-01-21
82. LOCKHEED MARTIN CORPORATION   2020-08-20 2021-01-21
50. LOCKHEED MARTIN CORPORATION   2017-01-26 2021-01-21
50. LOCKHEED MARTIN CORPORATION   2016-06-30 2021-01-21
45000. MEDTRONIC INC   2019-04-15 2021-05-14
305. MICROSOFT CORPORATION   2015-12-08 2020-08-05
50000. MICROSOFT CORP   2017-11-30 2021-05-14
169. NEXTERA ENERGY INC   2016-02-24 2021-05-21
50000. NVIDIA CORP   2018-02-16 2021-05-14
.2 ORGANON AND CO REG SHS   2010-09-17 2021-06-08
23. PARKER-HANNIFIN CORP   2020-11-16 2021-05-21
44. PARKER-HANNIFIN CORP   2020-11-16 2021-06-18
112. PEPSICO INCORPORATED   2020-03-17 2020-09-24
280. PEPSICO INCORPORATED   2020-03-17 2021-02-12
60. PEPSICO INCORPORATED   2021-05-21 2021-06-10
75000. QUALCOMM INC   2017-05-15 2021-05-14
75000. REINSURANCE GRP OF AMER   2014-05-30 2021-05-14
133. ROSS STORES INC   2019-07-12 2021-05-21
300. SUNRUN INC SHS   2007-12-20 2020-11-12
5500. SUNRUN INC SHS   2016-01-05 2020-11-24
1880. SUNRUN INC SHS   2016-01-05 2020-11-24
1880. SUNRUN INC SHS   2016-01-05 2020-11-24
80. SUNRUN INC SHS   2016-01-05 2020-11-24
5660. SUNRUN INC SHS   2016-01-05 2020-11-24
700. SUNRUN INC SHS   2007-12-20 2020-11-24
6080. SUNRUN INC SHS   2007-12-20 2020-11-24
10000. SUNRUN INC SHS   2007-12-20 2020-11-24
300. SUNRUN INC SHS   2007-12-20 2020-11-24
2620. SUNRUN INC SHS   2016-01-14 2020-11-24
4400. SUNRUN INC SHS   2016-01-14 2021-01-12
4600. SUNRUN INC SHS   2016-01-14 2021-01-19
6000. SUNRUN INC SHS   2016-01-19 2021-01-19
145. THERMO FISHER SCIENTIFIC INC   2013-02-27 2020-08-05
39. THERMO FISHER SCIENTIFIC INC   2013-02-27 2021-03-22
105. THERMO FISHER SCIENTIFIC INC   2014-05-30 2021-03-22
25. THERMO FISHER SCIENTIFIC INC   2016-06-30 2021-03-22
26. THERMO FISHER SCIENTIFIC INC   2016-06-30 2021-05-21
73. UNION PACIFIC CORP   2016-07-12 2021-05-21
15000. U S TREASURY BONDS   2006-07-17 2021-05-14
20000. U S TREASURY BONDS   2006-04-24 2021-05-14
.3 VIATRIS INC   2010-09-17 2020-11-20
71. VISA INC   2012-01-10 2021-02-19
5000. VROOM INC COM   2020-11-30 2021-04-19
411. WALMART INC   2017-08-28 2021-03-12
75000. WEYERHAEUSER CO   2014-05-30 2020-12-16
105. ZOETIS INC   2019-06-03 2021-02-19
30000. MEDTRONIC INC   2019-04-15 2020-10-29
50. EXPIRED PUT/CALL   2020-08-05 2020-08-05
94. EXPIRED PUT/CALL   2020-08-05 2020-08-05
106. EXPIRED PUT/CALL   2020-08-05 2020-08-05
67. EXPIRED PUT/CALL   2020-08-05 2020-09-21
100. EXPIRED PUT/CALL   2020-10-02 2021-02-22
80. EXPIRED PUT/CALL   2020-10-02 2021-02-22
100. EXPIRED PUT/CALL   2020-10-02 2021-02-22
150. EXPIRED PUT/CALL   2020-09-29 2021-02-22
150. EXPIRED PUT/CALL   2020-09-29 2021-02-22
30. EXPIRED PUT/CALL   2020-12-10 2021-03-22
150. EXPIRED PUT/CALL   2021-01-25 2021-03-22
15. EXPIRED PUT/CALL   2021-01-14 2021-05-24
70. EXPIRED PUT/CALL   2021-01-25 2021-05-24
20. EXPIRED PUT/CALL   2021-01-27 2021-05-24
6000. MAXEON SOLAR   2020-12-16 2021-03-22
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(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 14,324   14,709 -385
b 14,671   14,721 -50
c 54,270   51,114 3,156
d 102,155   56,045 46,110
e 1,077   698 379
23,253   24,419 -1,166
23,468   24,027 -559
32,295   15,616 16,679
10,050   7,538 2,512
110,893   25,660 85,233
53,352   50,304 3,048
5,654   4,369 1,285
41,076   30,624 10,452
50,000   50,000  
143,879   170,568 -26,689
149,937   148,592 1,345
14,574   14,581 -7
55,345   51,203 4,142
14,084   14,294 -210
48,271   51,798 -3,527
9,357   9,120 237
13,613   15,565 -1,952
12,887   12,574 313
26,138   28,984 -2,846
109,608   101,803 7,805
57,627   10,426 47,201
4,345   996 3,349
17,379   3,116 14,263
11,109   10,383 726
70,246   21,868 48,378
20,070   6,098 13,972
82,304   75,663 6,641
55,967   55,462 505
3,498   3,466 32
55,967   55,462 505
41,975   41,597 378
17,490   17,332 158
230,737   34,330 196,407
49,187   7,318 41,869
3,999   595 3,404
4,750   595 4,155
31,824   3,986 27,838
6,175   773 5,402
12,647   1,368 11,279
35,393   3,009 32,384
24,595   2,091 22,504
179,813   16,677 163,136
800   102 698
1,100   102 998
9,898   918 8,980
54,989   5,100 49,889
53,186   6,783 46,403
17,595   2,244 15,351
110,770   14,127 96,643
21,594   2,754 18,840
57,489   5,100 52,389
63,160   6,783 56,377
36,566   3,927 32,639
17,498   1,020 16,478
84,737   5,763 78,974
170,224   86,191 84,033
119,981   60,752 59,229
377,948   228,233 149,715
17,935   11,761 6,174
11,373   7,458 3,915
24,059   15,777 8,282
87,488   57,370 30,118
41,557   27,251 14,306
122,046   52,968 69,078
64,595   20,076 44,519
40,797   11,454 29,343
23,798   6,682 17,116
380,769   106,904 273,865
9,492   10,502 -1,010
2,061   1,744 317
36,064   30,432 5,632
19,349   18,082 1,267
14,687   13,176 1,511
20,303   20,627 -324
11,555   10,562 993
532,444   170,400 362,044
15,728   7,350 8,378
18,857   9,056 9,801
10,619   2,355 8,264
14,500   4,158 10,342
35,738   7,406 28,332
50,000   50,000  
50,000   50,000  
53,484   48,339 5,145
13,545   13,947 -402
40,331   22,145 18,186
10,898   6,623 4,275
1,362   1,753 -391
17,029   10,447 6,582
27,927   31,539 -3,612
17,029   12,707 4,322
17,029   12,412 4,617
49,596   46,013 3,583
64,942   17,085 47,857
55,565   51,026 4,539
12,581   4,885 7,696
55,042   48,849 6,193
6   3 3
7,058   6,125 933
12,482   11,718 764
14,703   13,863 840
37,475   34,658 2,817
8,880   8,829 51
77,075   75,334 1,741
75,122   75,050 72
16,364   14,096 2,268
5,925   258 5,667
164,941   55,089 109,852
56,380   18,830 37,550
37,580   18,830 18,750
1,599   801 798
113,141   56,691 56,450
13,993   602 13,391
121,537   5,229 116,308
199,896   8,600 191,296
5,997   258 5,739
78,572   21,026 57,546
241,951   35,312 206,639
252,948   36,917 216,031
329,933   45,866 284,067
60,801   10,680 50,121
17,635   2,873 14,762
47,480   12,282 35,198
11,305   3,669 7,636
12,047   3,816 8,231
16,224   6,703 9,521
19,167   15,053 4,114
25,556   20,063 5,493
5   2 3
14,543   1,773 12,770
174,949   179,862 -4,913
55,211   32,103 23,108
83,525   77,035 6,490
16,802   10,945 5,857
33,823   31,014 2,809
16,362   3,000 13,362
30,760   4,060 26,700
34,687   6,360 28,327
27,469     27,469
    79,100 -79,100
    89,640 -89,640
167,036     167,036
218,480     218,480
    129,850 -129,850
22,770     22,770
42,401     42,401
27,584     27,584
58,799     58,799
64,579     64,579
179,939   167,937 12,002
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
      686
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       -385
b       -50
c       3,156
d       46,110
e       379
      -1,166
      -559
      16,679
      2,512
      85,233
      3,048
      1,285
      10,452
       
      -26,689
      1,345
      -7
      4,142
      -210
      -3,527
      237
      -1,952
      313
      -2,846
      7,805
      47,201
      3,349
      14,263
      726
      48,378
      13,972
      6,641
      505
      32
      505
      378
      158
      196,407
      41,869
      3,404
      4,155
      27,838
      5,402
      11,279
      32,384
      22,504
      163,136
      698
      998
      8,980
      49,889
      46,403
      15,351
      96,643
      18,840
      52,389
      56,377
      32,639
      16,478
      78,974
      84,033
      59,229
      149,715
      6,174
      3,915
      8,282
      30,118
      14,306
      69,078
      44,519
      29,343
      17,116
      273,865
      -1,010
      317
      5,632
      1,267
      1,511
      -324
      993
      362,044
      8,378
      9,801
      8,264
      10,342
      28,332
       
       
      5,145
      -402
      18,186
      4,275
      -391
      6,582
      -3,612
      4,322
      4,617
      3,583
      47,857
      4,539
      7,696
      6,193
      3
      933
      764
      840
      2,817
      51
      1,741
      72
      2,268
      5,667
      109,852
      37,550
      18,750
      798
      56,450
      13,391
      116,308
      191,296
      5,739
      57,546
      206,639
      216,031
      284,067
      50,121
      14,762
      35,198
      7,636
      8,231
      9,521
      4,114
      5,493
      3
      12,770
      -4,913
      23,108
      6,490
      5,857
      2,809
      13,362
      26,700
      28,327
      27,469
      -79,100
      -89,640
      167,036
      218,480
      -129,850
      22,770
      42,401
      27,584
      58,799
      64,579
      12,002
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 4,519,577
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 64,906
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 64,906
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 64,906
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 82,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 82,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 17,094
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet17,094 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$   (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. Click to see attachment...............................
    10
    Yes
     
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletBANK OF AMERICA NA Telephone no.bullet (888) 866-3275

    Located atbullet114 WEST 47TH STREET NY8-114-07-07NEW YORKNY ZIP+4bullet100361510
    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
    TOREN KUTNICK TREASURER/DIR
    22     		180,000    
    37 CRAIG COURT
    STANFORD,CT06903
    LAURA KUTNICK PRESIDENT/DIR
    6     		0    
    23 SHERMAN TURNPIKE
    REDDING,CT06875
    DALE KUTNICK SECRETARY/DIR
    2     		0    
    23 SHERMAN TURNPIKE
    REDDING,CT06875
    VARY K KUTNICK VP/OFFICER
    1     		0    
    606 POST ROAD EAST 402
    WESTPORT,CT06880
    KYLA KUTNICK VP/OFFICER
    1     		0    
    23 SHERMAN TURNPIKE
    REDDING,CT06875
    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
    22,414,677
    b
    Average of monthly cash balances.......................
    1b
    1,792,822
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    24,207,499
    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
    24,207,499
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    363,112
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    23,844,387
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,192,219
    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
    1,192,219
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    64,906
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    64,906
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,127,313
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,127,313
    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
    1,127,313
    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
    679,159
    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
    679,159
    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
    679,159
    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 1,127,313
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 348,210
    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$ 679,159
    a Applied to 2019, but not more than line 2a 348,210
    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..... 330,949
    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 ..........     		796,364
    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
    TRUSTEES OF DARTMOUTH COLLEGE
    6066 DEVELOPMENT OFFICE
    HANOVER,NH03755     		N/A PC UNRESTRICTED GENERAL 5,000
    TAFT SCHOOL CORPORATION
    110 WOODBURY ROAD
    WATERTOWN,CT06795     		N/A PC UNRESTRICTED GENERAL 500
    YALE UNIVERSITY
    PO BOX 208356
    NEW HAVEN,CT06520     		N/A PC UNRESTRICTED GENERAL 55,000
    UNITARIAN CHURCH IN WESTPORT
    10 LYONS PLAINS RD
    WESTPORT,CT06880     		N/A PC UNRESTRICTED GENERAL 22,500
    SACRED HEART UNIVERSITY
    5151 PARK AVENUE
    FAIRFIELD,CT06825     		N/A PC UNRESTRICTED GENERAL 10,000
    MARK TWAIN LIBRARY ASSN INC
    RT 53 DIAMOND HILL RD
    REDDING,CT06896     		N/A PC UNRESTRICTED GENERAL 5,000
    MOCA WESTPORT
    19 NEWTOWN TURNPIKE
    WESTPORT,CT06880     		N/A PC UNRESTRICTED GENERAL 5,000
    HORIZONS INC
    PO BOX 323
    SOUTH WINDHAM,CT06266     		N/A PC UNRESTRICTED GENERAL 5,000
    REGIONAL HOSPICE AND HOME CARE OF
    WESTERN CONNECTICUT INC
    30 MILESTONE ROAD
    DANBURY,CT06810     		N/A PC UNRESTRICTED GENERAL 5,000
    RIDGEFIELD PLAYHOUSE FOR MOVIES
    & THE PERFORMING ARTS
    80 EAST RIDGE ROAD
    RIDGEFIELD,CT06877     		N/A PC UNRESTRICTED GENERAL 2,500
    PET ANIMAL WELFARE SOCIETY OF
    CONNECTICUT
    504 MAIN AVENUE
    NORWALK,CT06851     		N/A PC UNRESTRICTED GENERAL 1,000
    THE ALDRICH CONTEMPORARY
    ART MUSEUM INC
    258 MAIN STREET
    RIDGEFIELD,CT06877     		N/A PC UNRESTRICTED GENERAL 2,000
    WILDLIFE CONSERVATION SOCIETY
    2300 SOUTHERN BLVD
    BRONX,NY10460     		N/A PC UNRESTRICTED GENERAL 10,000
    RIVERKEEPER INC
    20 SECOR ROAD
    OSSINING,NY10562     		N/A PC UNRESTRICTED GENERAL 65,000
    RIVERSIDE PARK CONSERVANCY
    475 RIVERSIDE DR STE 455
    NEW YORK,NY10115     		N/A PC UNRESTRICTED GENERAL 5,500
    PRO PUBLICA INC
    155 AVENUE OF THE AMERICAS
    NEW YORK,NY10013     		N/A PC UNRESTRICTED GENERAL 7,500
    CORNELL UNIVERSITY
    55 BROWN ROAD
    ITHACA,NY14850     		N/A PC UNRESTRICTED GENERAL 500
    FRIENDS OF OFANIM INC
    100 SPRINGDALE R
    Cherry,NJ08003     		N/A PC UNRESTRICTED GENERAL 25,000
    PROTECT OUR WINTERS
    4676 BROADWAY STREET
    BOULDER,CO80304     		N/A PC UNRESTRICTED GENERAL 2,500
    WESTERN CT HEALTH NETWORK
    AFFILIATES INC
    24 HOSPITAL AVE
    DANBURY,CT06810     		N/A PC UNRESTRICTED GENERAL 10,000
    CONNECTICUT INVENTION CONVENTION INC
    20 CHURCH STREET 22ND FL
    HARTFORD,CT06123     		N/A PC UNRESTRICTED GENERAL 22,500
    REDDING VOLUNTEER FIRE COMPANY NO 1 INC
    PO BOX 185
    REDDING RIDGE,CT06876     		N/A PC UNRESTRICTED GENERAL 1,000
    BRUCE MUSEUM INC
    ONE MUSEUM DRIVE
    GREENWICH,CT06830     		N/A PC UNRESTRICTED GENERAL 1,000
    WESTPORT COUNTRY PLAYHOUSE INC
    25 POWERS COURT
    WESTPORT,CT06880     		N/A PC UNRESTRICTED GENERAL 2,500
    BRONX CHILDRENS MUSEUM
    PO BOX 1371
    BRONX,NY10451     		N/A PC UNRESTRICTED GENERAL 1,000
    KAELI KRAMER FOUNDATION
    PO BOX 1015
    MELVILLE,NY11747     		N/A PC UNRESTRICTED GENERAL 5,000
    WORLD CENTRAL KITCHEN INC
    1342 FLORIDA AVENUE NW
    WASHINGTON,DC20009     		N/A PC UNRESTRICTED GENERAL 2,500
    BRONZ ZOO
    2300 SOUTHERN AVE
    NEW YORK,NY10460     		N/A PC UNRESTRICTED GENERAL 7,500
    K9S FOR WARRIORS
    114 CAMP K9 ROAD
    PONTE VEDRA,FL32081     		N/A PC UNRESTRICTED GENERAL 2,500
    INNER CITY COMPUTER STARS
    415 N DEARBORN STE 300
    CHICAGO,IL60654     		N/A PC UNRESTRICTED GENERAL 50,000
    CARBON CYCLE INSTITUTE
    245 KENTUCKY STREET STE A
    PETALUMA,CA94952     		N/A PC UNRESTRICTED GENERAL 2,500
    PRIME COALITION INC
    625 MASSACHUSETTS AVE
    CAMBRIDGE,MA02139     		N/A PC UNRESTRICTED GENERAL 60,000
    RISING STARR HORSE RESCUE
    93 SILVER SPRING ROAD
    WILTON,CT06897     		N/A PC UNRESTRICTED GENERAL 5,000
    ECDYSIS FOUNDATION
    46958 188TH STREET
    ESTELLINE,SD57234     		N/A PC UNRESTRICTED GENERAL 1,000
    POUND RIDGE LAND CONSERVANCY
    1361 OLD POST ROAD
    POUND RIDGE,NY10576     		N/A PC UNRESTRICTED GENERAL 2,500
    NATIONAL FOREST FOUNDATION
    BLDG 27 SUITE 3 FORT MISSOULA ROAD
    MISSOULA,MT59804     		N/A PC UNRESTRICTED GENERAL 30,000
    A CONTEMPORARY THEATRE CT
    63 HIGH RIDGE AVE
    RIDGEFIELD,CT06877     		N/A PC UNRESTRICTED GENERAL 1,000
    SOIL HEALTH ACADEMY
    1351 SEVERS ROAD
    SEYMOUR,MO65746     		N/A PC UNRESTRICTED GENERAL 2,500
    GOVERN FOR AMERICA
    107 N SALEM ROAD
    KATONAH,NY10536     		N/A PC UNRESTRICTED GENERAL 10,000
    THE ASPEN INSTITUTE INC
    2300 N ST NW STE 700
    WASHINGTON,DC20037     		N/A PC UNRESTRICTED GENERAL 2,500
    Total .................................bullet 3a 457,000
    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....     14 219,274  
    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 4,519,577  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aOTHER INCOME     		    1 65  
    bFEDERAL TAX REFUND     1 742  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   4,739,658  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    4,739,658
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


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

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    DALE KUTNICK AND LAURA GORDON KUTNICK FO
     
    Employer identification number

    06-1469212
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    DALE KUTNICK AND LAURA GORDON KUTNICK FO
          		Employer identification number
    06-1469212
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    MR AND MRS DALE KUTNICK
    23 SHERMAN TURNPIKE
     
    REDDING, CT068962048

    		$ 508,532


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    MR AND MRS DALE KUTNICK
    23 SHERMAN TURNPIKE
     
    REDDING, CT068962048

    		$ 505,968


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

    		$  


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

    		$  


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

    		$  


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

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    DALE KUTNICK AND LAURA GORDON KUTNICK FO
          		Employer identification number

    06-1469212
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 SECURITIES $ 508,532 2021-04-23
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 SECURITIES $ 505,968 2021-04-28
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    DALE KUTNICK AND LAURA GORDON KUTNICK FO
          		Employer identification number

    06-1469212
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 AccountingFeesSchedule
    Name:
    DALE KUTNICK AND LAURA GORDON KUTNICK FO
    EIN:
    06-1469212
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE 2,500     2,500

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    DALE KUTNICK AND LAURA GORDON KUTNICK FO
    EIN:
    06-1469212
    Name of Bond End of Year Book Value End of Year Fair Market Value
    21684AAA4 RABOBANK NEDERLAND    
    962166BW3 WEYERHAEUSER CO    
    084670BC1 BERKSHIRE HATHAWAY I 100,202 100,429
    12189LAY7 BURLINGTN NORTH SANT    
    67066GAE4 NVIDIA CORP    
    747525AE3 QUALCOMM INC    
    759351AJ8 REINSURANCE GRP OF A    
    36966TBX9 GENERAL ELEC CAP COR 109,377 116,335
    02079KAB3 ALPHABET INC 51,068 53,755
    438516BA3 HONEYWELL INTERNATIO    
    594918BY9 MICROSOFT CORP 51,006 55,625
    037833CG3 APPLE INC    
    084664BQ3 BERKSHIRE HATHAWAY F    
    458140AU4 INTEL CORP    
    585055BS4 MEDTRONIC INC    
    235851AQ5 DANAHER CORP    

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    DALE KUTNICK AND LAURA GORDON KUTNICK FO
    EIN:
    06-1469212
    Name of Stock End of Year Book Value End of Year Fair Market Value
    74340W103 PROLOGIS INC 65,395 107,577
    40522E104 HAIER ELECGRP UNSP A    
    46269C102 IRIDIUM COMMUNICATIO 91,902 606,048
    65341B106 NEXTERA ENERGY PARTN 54,514 164,174
    037833100 APPLE INC 271,768 1,180,321
    30303M102 FACEBOOK INC 49,105 173,855
    366651107 GARTNER INC NEW CL A 257,690 1,627,342
    036752103 ANTHEM INC 61,173 85,905
    539830109 LOCKHEED MARTIN CORP    
    931142103 WAL MART STORES INC 344,617 548,850
    254687106 WALT DISNEY CO/THE 183,929 316,210
    717081103 PFIZER INC 19,039 45,856
    46625H100 J P MORGAN CHASE & C 219,349 285,571
    883556102 THERMO FISHER SCIENT 23,072 80,715
    907818108 UNION PACIFIC CORP 76,544 146,253
    F5362H107 IPSEN PROMESSES 46,866 187,249
    307305102 FANUC CORP 103,690 119,850
    459200101 INTERNATIONAL BUSINE 79,400 71,829
    H1467J104 CHUBB LTD 47,972 87,417
    09247X101 BLACKROCK INC 113,082 189,868
    172967424 CITIGROUP INC 219,209 244,300
    43300A203 HILTON WORLDWIDE HOL 57,158 87,932
    65339F101 NEXTERA ENERGY INC 51,891 97,023
    438516106 HONEYWELL INTERNATIO 60,966 137,313
    404609109 HACKETT GROUP INC/TH 41,820 121,833
    466249208 J SAINSBURY PLC 124,987 151,000
    458140100 INTEL CORPORATION 150,295 242,806
    03027X100 AMERICAN TOWER REIT    
    594918104 MICROSOFT CORP COM 138,549 406,350
    92826C839 VISA INC 59,258 192,200
    369604103 GENERAL ELECTRIC CO 270,715 167,442
    488152208 KELLY SERVICES INC 99,343 151,011
    98954M200 ZILLOW GROUP INC SHS 126,663 427,770
    235851102 DANAHER CORP 34,692 101,977
    595017104 MICROCHIP TECHNOLOGY 96,802 148,093
    01609W102 ALIBABA GROUP HOLDIN 40,502 117,926
    86771W105 SUNRUN INC SHS 1,377,270 4,503,398
    110122108 BRISTOL-MYERS SQUIBB 39,844 63,279
    22160K105 COSTCO WHSL CORP NEW 18,786 75,573
    747525103 QUALCOMM INC 78,194 153,650
    437076102 HOME DEPOT INC/THE 104,086 232,790
    00206R102 AT&T INC 250,237 220,167
    02079K305 ALPHABET INC SHS 254,663 739,862
    478160104 JOHNSON & JOHNSON 44,138 76,769
    58933Y105 MERCK AND CO INC SHS 19,094 42,929
    92857W308 VODAFONE GROUP PLC 93,566 51,390
    14040H105 CAPITAL ONE FINANCIA 63,751 97,455
    98936J101 ZENDESK INC SHS 57,942 360,850
    023135106 AMAZON COM INC 212,250 347,456
    21036P108 CONSTELLATION BRANDS 96,787 114,840
    98978V103 ZOETIS INC 97,308 138,093
    06684L103 BAOZUN INC SHS CL A 97,734 53,160
    64104Y106 NESTE OYJ 91,429 459,300
    257554105 DOMO INC 200,599 551,665
    778296103 ROSS STORES INC 78,870 99,448
    67059N108 NUTANIX INC 150,083 256,456
    713448108 PEPSICO INC 11,625 11,705
    17275R102 CISCO SYSTEMS INC 85,726 93,598
    337738108 FISERV INC COM    
    89832Q109 TRUIST FINL CORP 128,599 139,361
    002824100 ABBOTT LABORATORIES 74,987 108,163
    29355A107 ENPHASE ENERGY INC 1,435,539 1,814,264
    058498106 BALL CORP 35,868 41,239
    756109104 REALTY INCOME CORP 32,203 32,102
    05464C101 AXON ENTERPRISE INC 26,934 97,240
    08862E109 BEYOND MEAT INC REG 635,030 787,450
    559222401 MAGNA INTERNATIONAL 26,312 25,013
    87612E106 TARGET CORP 14,684 15,713
    67077M108 NUTRIEN LTD 26,222 26,305
    244199105 DEERE & CO 32,343 31,038
    26614N102 DUPONT DE NEMOURS IN 83,777 82,132
    20030N101 COMCAST CORP 11,387 11,746
    291011104 EMERSON ELECTRIC CO 38,017 38,881
    126408103 CSX CORP 17,843 17,419
    91324P102 UNITEDHEALTH GROUP I 15,573 15,617
    G5960L103 MEDTRONIC PLC SHS 43,784 42,328
    742718109 PROCTER & GAMBLE CO/ 14,677 14,303
    911312106 UNITED PARCEL SERVIC 32,319 31,403
    88554D205 3-D SYS CORP DEL NEW 413,189 439,670
    29476L107 EQUITY RESIDENTIAL 84,829 89,166
    92556V106 VIATRIS INC 1,048 2,072
    882508104 TEXAS INSTRUMENTS IN 32,237 33,460
    42824C109 HEWLETT PACKARD ENTE 37,985 33,942
    Y58473102 MAXEON SOLAR 98,067 107,150
    686275108 ORION ENERGY SYS 91,473 85,950
    532457108 ELI LILLY & CO 14,678 16,755
    22822V101 CROWN CASTLE INTERNA 21,878 23,022
    502431109 L3HARRIS TECHNOLOGIE 53,469 52,741
    30212P303 EXPEDIA GROUP INC 41,969 39,782
    29364G103 ENTERGY CORP 32,227 30,309
    780087102 ROYAL BANK OF CANADA 26,327 26,037
    92343V104 VERIZON COMMUNICATIO 32,154 31,657
    11135F101 BROADCOM INC 49,739 52,452
    09228F103 BLACKBERRY LTD SHS 734,000 672,100
    031162100 AMGEN INC 14,655 14,138
    460146103 INTERNATIONAL PAPER 33,429 32,188
    G7997R103 SEAGATE TECH HLDGS P 32,053 28,577
    14448C104 CARRIER GLOBAL CORP 68,262 75,330
    30222R109 EXRO TECHNOLOGIES IN 67,164 63,312
    084310101 BERKELEY LIGHTS INC 685,710 470,505
    925652109 VICI PROPERTIES INC 33,949 33,378
    573874104 MARVELL TECH INC 94,339 111,994
    68622V106 ORGANON AND CO REG S 940 1,664
    316773100 FIFTH THIRD BANCORP 39,214 35,401
    701094104 PARKER-HANNIFIN CORP 126,238 134,514
    92766K106 VIRGIN GALACTIC HLDG 110,600 230,000
    25058X105 DESKTOP METAL INC 422,059 299,000
    87165B103 SYNCHRONY FINANCIAL 19,414 19,408
    02361E108 AMERESCO CLASS A 129,937 188,160
    009158106 AIR PRODUCTS & CHEMI 11,717 11,220
    G29183103 EATON CORP PLC 38,019 38,971
    H2906T109 GARMIN LTD 42,815 47,587
    580135101 MC DONALDS CORPORATI 14,819 14,783

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    DALE KUTNICK AND LAURA GORDON KUTNICK FO
    EIN:
    06-1469212
    US Government Securities - End of Year Book Value:

     
    US Government Securities - End of Year Fair Market Value:

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


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


     


    TY 2020 InvestmentsOtherSchedule2
    Name:
    DALE KUTNICK AND LAURA GORDON KUTNICK FO
    EIN:
    06-1469212
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    78463X202 SPDR EURO STOXX 50 E AT COST 204,983 271,614
    278277108 EATON VANCE ENH INCO AT COST 116,984 256,080
    92204A504 VANGUARD HEALTH CARE AT COST 26,542 123,565
    464288448 SHARES DJ EPAC SEL D AT COST 186,059 174,960
    461418188 AAM/BAHL & GAYNOR IN      
    71IH89990 BLACKSTONE STRATEGIC AT COST 62,864 92,298
    461418162 AAM/BAHL & GAYNOR IN AT COST 200,000 272,951

    TY 2020 OtherDecreasesSchedule
    Name:
    DALE KUTNICK AND LAURA GORDON KUTNICK FO
    EIN:
    06-1469212
    Description Amount
    EXCESS FMV/COST ADJ FOR CONTRIBUTION 903,750


    TY 2020 OtherExpensesSchedule
    Name:
    DALE KUTNICK AND LAURA GORDON KUTNICK FO
    EIN:
    06-1469212
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER EXPENSE (NON-DEDUCTIBLE 1,704 0   1,704


    TY 2020 OtherIncomeSchedule2
    Name:
    DALE KUTNICK AND LAURA GORDON KUTNICK FO
    EIN:
    06-1469212
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INCOME 65 65  
    FEDERAL TAX REFUND 742 0  


    TY 2020 OtherIncreasesSchedule
    Name:
    DALE KUTNICK AND LAURA GORDON KUTNICK FO
    EIN:
    06-1469212
    Description Amount
    YEAR END SALES BASIS ADJUSTMENT 316,392
    TIMING DIFFERENCE 400,484


    TY 2020 OtherLiabilitiesSchedule
    Name:
    DALE KUTNICK AND LAURA GORDON KUTNICK FO
    EIN:
    06-1469212
    Description Beginning of Year - Book Value End of Year - Book Value
    MARKET CALLS 293,484 1,341,365


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    DALE KUTNICK AND LAURA GORDON KUTNICK FO
    EIN:
    06-1469212
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMNT MNGMNT FEES (NON-DED 94,888 56,933   37,955


    TY 2020 SubstantialContributorsSch
    Name:
    DALE KUTNICK AND LAURA GORDON KUTNICK FO
    EIN:
    06-1469212
    Name Address
    MR AND MRS DALE KUTNICK 23 SHERMAN TURNPIKE
    REDDING,CT068962048
    MR AND MRS DALE KUTNICK 23 SHERMAN TURNPIKE
    REDDING,CT068962048


    TY 2020 TaxesSchedule
    Name:
    DALE KUTNICK AND LAURA GORDON KUTNICK FO
    EIN:
    06-1469212
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 3,959 3,959   0
    EXCISE TAX - PRIOR YEAR 3,125 0   0
    EXCISE TAX ESTIMATES 82,000 0   0
    FOREIGN TAXES ON NONQUALIFIED 56 56   0