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
ION BANK FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)251 CHURCH STREET
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NAUGATUCK, CT06770
A Employer identification number

06-1513293
B Telephone number (see instructions)

(203) 729-5291
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$12,512,750J 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) 427
2 Check bullet.............
3 Interest on savings and temporary cash investments 838 838  
4 Dividends and interest from securities... 464,628 464,628  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,291,897
b Gross sales price for all assets on line 6a 17,534,815
7 Capital gain net income (from Part IV, line 2)... 1,291,897
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........ 1,757,790 1,757,363  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages...... 50,000 25,000   25,000
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 1,300 650   650
c Other professional fees (attach schedule).... Click to see attachment 22,666 1,641   21,025
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 16,802 0   1,000
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 90,768 27,291   47,675
25 Contributions, gifts, grants paid....... 975,803 975,803
26 Total expenses and disbursements. Add lines 24 and 25 1,066,571 27,291   1,023,478
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 691,219
b Net investment income (if negative, enter -0-) 1,730,072
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......... 252,775 1,426,337 1,426,337
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)      
b Investments—corporate stock (attach schedule)....... 4,381,684 Click to see attachment1,031,909 1,031,909
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 7,820,096 Click to see attachment9,741,020 9,741,020
14 Land, buildings, and equipment: basis bullet350,000
Less: accumulated depreciation (attach schedule) bullet36,516 319,570 313,484 313,484
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 12,774,125 12,512,750 12,512,750
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........... 12,774,125 12,512,750
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 12,774,125 12,512,750
30 Total liabilities and net assets/fund balances (see instructions). 12,774,125 12,512,750
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
12,774,125
2
Enter amount from Part I, line 27a .....................
2
691,219
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
13,465,344
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
952,594
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
12,512,750
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 FT DJ INTERNET INDX ETF P 2019-03-20 2020-02-06
b INV PFD P 2019-06-13 2020-02-06
c ISHS NASDAQ BIOTECH ETF P 2020-01-01 2020-02-06
d ISHS RUSS 2000 INDX ETF P 2020-02-06 2020-07-24
e ISHS MBS P 2019-06-13 2020-02-06
NUVEEN PFD SEC & INC P 2020-02-06 2020-12-07
PRIN SPCTRM PFD & CAP A P 2020-02-06 2020-12-07
SPDR S&P 500 P 2020-02-06 2020-07-24
SPDR S&P 500 P 2020-02-06 2020-10-27
SPDR S&P INSURANCE P 2019-06-13 2020-02-06
HLTHCR SEL SECT SPDR ETF P 2019-03-20 2020-02-06
HLTHCR SEL SECT SPDR ETF P 2019-07-16 2020-02-06
HLTHCR SEL SECT SPDR ETF P 2019-08-14 2020-02-06
CONS DSCR SEL SPDR P 2019-03-20 2020-02-06
CONS DSCR SEL SPDR P 2019-04-23 2020-02-06
CONS DSCR SEL SPDR P 2019-06-13 2020-02-06
ENERGY SEL SECT SPDR ETF P 2019-06-13 2020-02-06
SELECT COMMN SVC SEL ETF P 2019-03-20 2020-02-06
SELECT COMMN SVC SEL ETF P 2019-06-13 2020-02-06
SELECT COMMN SVC SEL ETF P 2019-08-14 2020-02-06
SELECT COMMN SVC SEL ETF P 2019-12-10 2020-02-06
UTILS SEL SECT SPDR ETF P 2019-09-12 2020-02-06
VNGRD CNSMR STAPLES ETF P 2019-04-23 2020-02-06
VNGRD INFO TECH P 2019-04-23 2020-02-06
VNGRD INFO TECH P 2019-06-13 2020-02-06
VNGRD INFO TECH P 2019-09-12 2020-02-06
VNGRD INFO TECH P 2019-12-10 2020-02-06
VNGRD MATERIALS ETF P 2019-06-13 2020-02-06
VNGRD SHRT TRM CORP ETF P 2020-02-06 2020-12-07
VNGRD CNSMR STAPLES ETF P 2019-07-16 2020-02-06
VNGRD CNSMR STAPLES ETF P 2019-08-14 2020-02-06
X TRCKRS USD HI YLD ETF P 2019-01-16 2020-02-06
FT DJ INTERNET INDX ETF P 2014-03-24 2020-02-06
FT DJ INTERNET INDX ETF P 2014-04-17 2020-02-06
FT DJ INTERNET INDX ETF P 2014-11-19 2020-02-06
FT DJ INTERNET INDX ETF P 2016-02-16 2020-02-06
FT DJ INTERNET INDX ETF P 2018-03-28 2020-02-06
FT DJ INTERNET INDX ETF P 2018-08-29 2020-02-06
INV PFD P 2012-05-18 2020-02-06
INV PFD P 2012-05-30 2020-02-06
INV PFD P 2014-03-24 2020-02-06
INV PFD P 2015-09-30 2020-02-06
INV PFD P 2015-10-15 2020-02-06
INV E/MKT SVRGN DEBT P 2014-09-10 2020-02-06
INV E/MKT SVRGN DEBT P 2015-06-17 2020-02-06
INV E/MKT SVRGN DEBT P 2018-03-06 2020-02-06
ISHS TIPS BD P 2014-12-10 2020-02-06
ISHS TIPS BD P 2015-06-17 2020-02-06
ISHS TIPS BD P 2015-10-15 2020-02-06
ISHS TIPS BD P 2016-05-18 2020-02-06
ISHS TIPS BD P 2016-06-22 2020-02-06
ISHS TIPS BD P 2016-09-23 2020-02-06
ISHS TIPS BD P 2018-03-06 2020-02-06
ISHS INVSTMNT BD P 2014-03-24 2020-02-06
ISHS INVSTMNT BD P 2014-11-19 2020-02-06
ISHS INVSTMNT BD P 2015-06-17 2020-02-06
ISHS INVSTMNT BD P 2015-10-15 2020-02-06
ISHS INVSTMNT BD P 2016-05-18 2020-02-06
ISHS INVSTMNT BD P 2016-09-23 2020-02-06
ISHS INVSTMNT BD P 2018-03-06 2020-02-06
ISHS INVSTMNT BD P 2018-06-21 2020-02-06
ISHS NASDAQ BIOTECH ETF P 2012-05-30 2020-02-06
ISHS NASDAQ BIOTECH ETF P 2012-12-05 2020-02-06
ISHS NASDAQ BIOTECH ETF P 2014-04-17 2020-02-06
ISHS NASDAQ BIOTECH ETF P 2015-09-30 2020-02-06
ISHS NASDAQ BIOTECH ETF P 2015-10-15 2020-02-06
ISHS NASDAQ BIOTECH ETF P 2016-02-16 2020-02-06
ISHS NASDAQ BIOTECH ETF P 2016-05-18 2020-02-06
ISHS NASDAQ BIOTECH ETF P 2017-01-23 2020-02-06
ISHS IBOX $ H/Y CORP P 2016-06-22 2020-02-06
ISHS IBOX $ H/Y CORP P 2018-06-21 2020-02-06
ISHS MBS P 2012-05-30 2020-02-06
ISHS MBS P 2014-03-24 2020-02-06
ISHS MBS P 2014-04-17 2020-02-06
ISHS MBS P 2014-12-10 2020-02-06
ISHS MBS P 2014-06-16 2020-02-06
ISHS MBS P 2015-06-17 2020-02-06
ISHS MBS P 2016-05-18 2020-02-06
ISHS MBS P 2016-07-25 2020-02-06
ISHS MBS P 2017-10-24 2020-02-06
ISHS MBS P 2018-03-06 2020-02-06
ISHS MBS P 2019-01-16 2020-02-06
ISHS CORE MSCI EAFE P 2018-03-06 2020-02-06
ISHS CORE MSCI EAFE P 2018-03-06 2020-07-24
ISHS CORE MSCI E/MKT P 2016-05-18 2020-02-06
ISHS CORE MSCI E/MKT P 2017-01-23 2020-02-06
ISHS CORE MSCI E/MKT P 2017-01-24 2020-02-06
ISHS CORE MSCI E/MKT P 2018-03-06 2020-02-06
ISHS CORE MSCI E/MKT P 2018-06-21 2020-02-06
ISHS CORE MSCI E/MKT P 2019-01-16 2020-02-06
SPDR S&P INSURANCE P 2018-03-06 2020-02-06
HLTHCR SEL SECT SPDR ETF P 2012-05-30 2020-02-06
HLTHCR SEL SECT SPDR ETF P 2014-04-17 2020-02-06
HLTHCR SEL SECT SPDR ETF P 2015-09-30 2020-02-06
HLTHCR SEL SECT SPDR ETF P 2015-10-15 2020-02-06
HLTHCR SEL SECT SPDR ETF P 2016-05-18 2020-02-06
HLTHCR SEL SECT SPDR ETF P 2016-09-23 2020-02-06
HLTHCR SEL SECT SPDR ETF P 2017-01-23 2020-02-06
HLTHCR SEL SECT SPDR ETF P 2017-07-18 2020-02-06
HLTHCR SEL SECT SPDR ETF P 2017-07-18 2020-02-06
HLTHCR SEL SECT SPDR ETF P 2017-07-19 2020-02-06
HLTHCR SEL SECT SPDR ETF P 2017-07-19 2020-02-06
HLTHCR SEL SECT SPDR ETF P 2018-06-21 2020-02-06
CONC DSCR SEL SPDR P 2015-12-01 2020-02-06
CONC DSCR SEL SPDR P 2016-02-16 2020-02-06
CONC DSCR SEL SPDR P 2016-09-23 2020-02-06
CONC DSCR SEL SPDR P 2017-07-17 2020-02-06
CONC DSCR SEL SPDR P 2017-07-18 2020-02-06
CONC DSCR SEL SPDR P 2017-07-18 2020-02-06
CONC DSCR SEL SPDR P 2017-07-19 2020-02-06
CONC DSCR SEL SPDR P 2017-07-19 2020-02-06
CONC DSCR SEL SPDR P 2017-10-24 2020-02-06
CONC DSCR SEL SPDR P 2018-08-29 2020-02-06
ENERGY SEL SECT SPDR ETF P 2016-02-16 2020-02-06
ENERGY SEL SECT SPDR ETF P 2016-07-25 2020-02-06
ENERGY SEL SECT SPDR ETF P 2016-09-23 2020-02-06
ENERGY SEL SECT SPDR ETF P 2017-05-17 2020-02-06
ENERGY SEL SECT SPDR ETF P 2018-03-06 2020-02-06
ENERGY SEL SECT SPDR ETF P 2019-01-16 2020-02-06
FINL SEL SECT SPDR P 2015-06-17 2020-02-06
FINL SEL SECT SPDR P 2015-09-30 2020-02-06
FINL SEL SECT SPDR P 2015-10-15 2020-02-06
FINL SEL SECT SPDR P 2016-02-16 2020-02-06
FINL SEL SECT SPDR P 2018-03-06 2020-02-06
FINL SEL SECT SPDR P 2018-03-28 2020-02-06
FINL SEL SECT SPDR P 2018-06-21 2020-02-06
SELECT COMMN SVC SEL ETF P 2018-10-18 2020-02-06
SELECT COMMN SVC SEL ETF P 2019-01-16 2020-02-06
SEL SECT RL EST SPDR P 2016-09-23 2020-02-06
SEL SECT RL EST SPDR P 2017-01-23 2020-02-06
SEL SECT RL EST SPDR P 2018-03-06 2020-02-06
UTILS SEL SECT SPDR ETF P 2018-03-06 2020-02-06
UTILS SEL SECT SPDR ETF P 2019-01-16 2020-02-06
VANECK JPM E/MKT NEW P 2016-06-22 2020-02-06
VANECK JPM E/MKT NEW P 2016-06-22 2020-02-06
VANECK JPM E/MKT NEW P 2016-07-25 2020-02-06
VANECK JPM E/MKT NEW P 2016-09-23 2020-02-06
VANECK JPM E/MKT NEW P 2017-10-24 2020-02-06
VANECK JPM E/MKT NEW P 2018-03-06 2020-02-06
VNGRD CNSMR STAPLES ETF P 2013-07-11 2020-02-06
VNGRD CNSMR STAPLES ETF P 2014-03-24 2020-02-06
VNGRD CNSMR STAPLES ETF P 2015-03-16 2020-02-06
VNGRD CNSMR STAPLES ETF P 2016-05-18 2020-02-06
VNGRD CNSMR STAPLES ETF P 2016-09-23 2020-02-06
VNGRD CNSMR STAPLES ETF P 2017-07-17 2020-02-06
VNGRD CNSMR STAPLES ETF P 2017-07-18 2020-02-06
VNGRD CNSMR STAPLES ETF P 2017-07-19 2020-02-06
VNGRD CNSMR STAPLES ETF P 2017-07-19 2020-02-06
VNGRD CNSMR STAPLES ETF P 2017-10-24 2020-02-06
VNGRD CNSMR STAPLES ETF P 2017-12-05 2020-02-06
VNGRD CNSMR STAPLES ETF P 2018-03-06 2020-02-06
VNGRD CNSMR STAPLES ETF P 2018-06-21 2020-02-06
VNGRD CNSMR STAPLES ETF P 2019-01-16 2020-02-06
VNGRD INDUSTRIALS ETF P 2012-05-18 2020-02-06
VNGRD INDUSTRIALS ETF P 2012-05-30 2020-02-06
VNGRD INDUSTRIALS ETF P 2013-07-11 2020-02-06
VNGRD INDUSTRIALS ETF P 2013-10-14 2020-02-06
VNGRD INDUSTRIALS ETF P 2014-09-10 2020-02-06
VNGRD INDUSTRIALS ETF P 2015-01-23 2020-02-06
VNGRD INDUSTRIALS ETF P 2015-09-30 2020-02-06
VNGRD INDUSTRIALS ETF P 2016-09-23 2020-02-06
VNGRD INDUSTRIALS ETF P 2018-03-06 2020-02-06
VNGRD INDUSTRIALS ETF P 2018-06-21 2020-02-06
VNGRD INFO TECH P 2014-12-10 2020-02-06
VNGRD INFO TECH P 2015-01-23 2020-02-06
VNGRD INFO TECH P 2016-05-18 2020-02-06
VNGRD INFO TECH P 2017-07-17 2020-02-06
VNGRD INFO TECH P 2017-12-05 2020-02-06
VNGRD INFO TECH P 2017-12-06 2020-02-06
VNGRD MATERIALS ETF P 2018-03-06 2020-02-06
VNGRD MATERIALS ETF P 2018-06-21 2020-02-06
VNGRD MATERIALS ETF P 2019-01-16 2020-02-06
VNGRD SHRT TRM CORP ETF P 2019-01-16 2020-02-06
VNGRD SHRT TRM CORP ETF P 2019-06-13 2020-02-06
AIR PDTS & CHEMICALS INC P 2020-06-01 2020-07-24
AUTOMATIC DATA PROC INC P 2019-11-06 2020-02-06
AUTOMATIC DATA PROC INC P 2019-11-06 2020-07-24
CH ROBINSON WORLDWIDE P 2020-02-06 2020-07-24
FASTENAL CO P 2020-02-06 2020-07-24
GAP INC P 2020-02-06 2020-07-24
GENERAL DYNAMICS CORP P 2019-11-06 2020-02-06
GENERAL DYNAMICS CORP P 2019-11-06 2020-05-04
GENUINE PARTS CO P 2020-02-06 2020-05-06
HONEYWELL INTL INC P 2019-09-17 2020-02-06
HONEYWELL INTL INC P 2019-09-17 2020-07-24
JOHNSON & JOHNSON P 2019-03-04 2020-02-06
NORFOLK SOUTHERN CORP P 2019-11-06 2020-02-06
NORFOLK SOUTHERN CORP P 2019-11-06 2020-05-04
PACKAGING CORP OF AMER P 2019-07-02 2020-02-06
PACKAGING CORP OF AMER P 2019-07-02 2020-05-13
PACKAGING CORP OF AMER P 2020-06-01 2020-07-09
PAYCHEX INC P 2020-02-06 2020-07-24
PFIZER INC P 2020-05-01 2020-07-24
PUBLIC STORAGE INC P 2019-07-02 2020-02-06
RALPH LAUREN CORP P 2020-02-06 2020-06-01
RAYTHEON CO NEW P 2019-04-02 2020-02-06
ROBERT HALF INTL INC P 2019-07-02 2020-02-06
SMITH AO P 2020-06-01 2020-07-24
SNAP ON INC P 2020-06-01 2020-07-24
TIFFANY & CO NEW P 2019-04-02 2020-02-06
VNGRD S&P 500 VAL P 2019-07-02 2020-02-06
VNGRD S&P 500 VAL P 2019-10-02 2020-02-06
VNGRD S&P 500 VAL P 2019-10-02 2020-07-24
VNGRD S&P 500 VAL P 2020-06-01 2020-07-24
WALGREENS BOOTS ALLIANCE P 2020-02-06 2020-05-13
GARMIN LTD P 2020-06-01 2020-07-24
COMCAST CORP A NEW P 2019-01-03 2020-02-06
COMCAST CORP A NEW P 2019-01-03 2020-07-24
DARDEN RESTAURANTS INC P 2018-07-03 2020-02-06
DARDEN RESTAURANTS INC P 2018-07-03 2020-05-13
EMERSON ELECTRIC CO P 2017-02-02 2020-02-06
EMERSON ELECTRIC CO P 2017-02-02 2020-07-24
EMERSON ELECTRIC CO P 2017-04-25 2020-07-24
JOHNSON & JOHNSON P 2019-03-04 2020-07-24
PROCTOR & GAMBLE CO P 2016-03-02 2020-02-06
PROCTOR & GAMBLE CO P 2016-03-02 2020-07-24
PROCTOR & GAMBLE CO P 2017-04-25 2020-07-24
PUBLIC STORAGE INC P 2019-07-02 2020-07-24
RAYTHEON TECHS GROUP P 2019-04-02 2020-04-03
RAYTHEON TECHS GROUP P 2019-04-02 2020-05-04
ROBERT HALF INTL INC P 2019-07-02 2020-07-24
SPDR S&P 500 P 2010-02-11 2020-01-27
SPDR S&P 500 P 2010-02-11 2020-01-27
SPDR S&P 500 P 2010-02-11 2020-01-27
SNAP ON INC P 2019-01-03 2020-02-06
SNAP ON INC P 2019-01-03 2020-05-14
TEXAS INSTRUMENTS INC P 2017-03-02 2020-02-06
TEXAS INSTRUMENTS INC P 2017-03-02 2020-07-24
TEXAS INSTRUMENTS INC P 2017-04-25 2020-07-24
TIFFANY & CO NEW P 2019-04-02 2020-04-24
V F CORP P 2018-10-02 2020-02-06
V F CORP P 2018-10-02 2020-06-01
VNGRD S&P 500 VAL P 2019-01-03 2020-02-06
(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 87,086   81,452 5,634
b 2,889   2,800 89
c 24,053   21,424 2,629
d 421,227   479,940 -58,713
e 5,211   5,143 68
300,000   308,052 -8,052
300,000   305,908 -5,908
1,675,678   1,745,517 -69,839
216,724   213,601 3,123
12,059   11,079 980
16,505   14,637 1,868
45,364   40,366 4,998
25,329   22,150 3,179
32,759   28,473 4,286
19,991   18,636 1,355
11,865   10,880 985
11,328   12,782 -1,454
39,026   32,741 6,285
5,918   5,082 836
4,857   4,221 636
30,093   28,330 1,763
12,599   11,613 986
30,544   27,438 3,106
47,535   37,882 9,653
26,438   20,533 5,905
61,154   50,543 10,611
12,818   11,251 1,567
3,826   3,663 163
398,713   391,023 7,690
20,907   19,575 1,332
5,717   5,309 408
28,492   27,411 1,081
11,111   4,507 6,604
29,729   11,295 18,434
9,159   3,718 5,441
18,919   7,693 11,226
57,957   45,664 12,293
22,072   21,475 597
1,588   1,460 128
2,828   2,668 160
575   539 36
711   686 25
6,292   6,128 164
22,758   22,171 587
10,168   9,341 827
6,968   6,575 393
2,122   2,027 95
7,190   6,832 358
7,190   6,805 385
2,358   2,295 63
12,966   12,659 307
2,593   2,557 36
5,422   5,159 263
4,951   4,423 528
2,866   2,596 270
14,330   12,717 1,613
33,481   30,041 3,440
3,778   3,456 322
4,429   4,181 248
10,813   9,677 1,136
22,929   20,064 2,865
13,675   4,627 9,048
7,692   2,895 4,797
31,867   19,588 12,279
19,413   15,728 3,685
5,128   4,393 735
24,541   17,317 7,224
19,780   14,209 5,571
24,908   18,427 6,481
20,834   19,912 922
3,253   3,182 71
5,646   5,639 7
9,012   8,791 221
8,686   8,517 169
5,429   5,477 -48
3,257   3,227 30
25,949   25,965 -16
9,012   9,074 -62
5,211   5,270 -59
5,429   5,335 94
6,514   6,239 275
18,783   18,130 653
429,359   437,039 -7,680
436,487   488,088 -51,601
137,880   103,742 34,138
79,203   67,288 11,915
180,675   154,626 26,049
11,398   12,675 -1,277
40,578   40,595 -17
391,743   368,657 23,086
42,817   36,084 6,733
68,202   23,841 44,361
12,665   6,963 5,702
17,544   11,084 6,460
11,315   7,525 3,790
13,910   9,326 4,584
17,647   12,455 5,192
23,149   15,507 7,642
104   80 24
3,426   2,636 790
727   563 164
11,419   8,851 2,568
7,786   6,348 1,438
50,686   31,982 18,704
7,867   4,320 3,547
26,955   16,682 10,273
774   543 231
1,419   998 421
19,862   13,971 5,891
5,288   3,742 1,546
39,723   28,108 11,615
39,723   28,006 11,717
88,346   80,081 8,265
44,442   45,337 -895
6,699   8,228 -1,529
3,322   4,199 -877
7,189   8,986 -1,797
4,520   5,622 -1,102
16,284   18,568 -2,284
67,388   47,982 19,406
341   215 126
7,974   5,251 2,723
6,609   3,775 2,834
181,594   169,090 12,504
95,436   83,565 11,871
40,706   35,830 4,876
70,514   59,004 11,510
147,839   118,257 29,582
13,217   11,036 2,181
7,826   6,092 1,734
75,869   57,703 18,166
81,240   58,303 22,937
6,472   4,958 1,514
13,815   14,058 -243
4,778   4,690 88
3,539   3,512 27
3,362   3,328 34
6,194   5,909 285
9,114   8,381 733
4,900   3,185 1,715
5,553   3,720 1,833
5,717   4,396 1,321
5,063   4,131 932
5,390   4,534 856
10,944   9,414 1,530
7,840   6,737 1,103
490   422 68
8,330   7,179 1,151
14,210   12,024 2,186
27,114   24,082 3,032
168,073   143,308 24,765
23,194   19,140 4,054
24,827   20,345 4,482
51,530   20,720 30,810
146,187   59,930 86,257
11,733   6,320 5,413
39,004   22,132 16,872
13,001   8,502 4,499
9,672   6,429 3,243
7,611   4,515 3,096
13,160   9,125 4,035
10,782   9,645 1,137
21,246   18,583 2,663
84,654   33,469 51,185
18,159   7,103 11,056
20,029   7,901 12,128
52,876   29,050 23,826
14,955   9,057 5,898
120,439   72,922 47,517
83,249   86,455 -3,206
3,034   3,038 -4
5,541   4,832 709
94,987   89,610 5,377
4,484   4,335 149
221,420   185,272 36,148
69,532   61,556 7,976
149,352   163,832 -14,480
216,624   185,099 31,525
223,218   184,997 38,221
127,596   185,037 -57,441
46,537   45,253 1,284
124,018   179,745 -55,727
137,909   184,980 -47,071
54,642   51,328 3,314
157,797   173,852 -16,055
64,567   58,077 6,490
63,740   57,583 6,157
143,706   167,373 -23,667
52,811   49,990 2,821
159,401   175,260 -15,859
171,943   185,020 -13,077
149,629   184,938 -35,309
182,132   183,434 -1,302
23,509   25,365 -1,856
117,820   185,089 -67,269
91,437   74,257 17,180
46,550   45,213 1,337
201,120   185,048 16,072
195,630   184,703 10,927
99,887   78,875 21,012
306,038   273,990 32,048
261,397   230,941 30,456
454,795   468,475 -13,680
395,899   388,903 6,996
134,949   185,073 -50,124
199,429   185,108 14,321
106,610   82,415 24,195
177,444   142,822 34,622
65,639   58,926 6,713
98,599   165,865 -67,266
94,484   73,588 20,896
50,280   46,425 3,855
106,139   101,958 4,181
177,729   166,625 11,104
135,230   87,641 47,589
49,512   32,484 17,028
133,078   95,014 38,064
152,875   199,300 -46,425
9   15 -6
109,477   150,355 -40,878
161,693   179,681 -17,988
62,530   20,652 41,878
70,306   23,220 47,086
523,571   172,917 350,654
59,146   54,311 4,835
135,928   170,271 -34,343
180,883   107,190 73,693
20,989   12,694 8,295
160,523   101,083 59,440
173,749   146,104 27,645
16,393   17,193 -800
128,190   193,534 -65,344
506,860   385,588 121,272
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       5,634
b       89
c       2,629
d       -58,713
e       68
      -8,052
      -5,908
      -69,839
      3,123
      980
      1,868
      4,998
      3,179
      4,286
      1,355
      985
      -1,454
      6,285
      836
      636
      1,763
      986
      3,106
      9,653
      5,905
      10,611
      1,567
      163
      7,690
      1,332
      408
      1,081
      6,604
      18,434
      5,441
      11,226
      12,293
      597
      128
      160
      36
      25
      164
      587
      827
      393
      95
      358
      385
      63
      307
      36
      263
      528
      270
      1,613
      3,440
      322
      248
      1,136
      2,865
      9,048
      4,797
      12,279
      3,685
      735
      7,224
      5,571
      6,481
      922
      71
      7
      221
      169
      -48
      30
      -16
      -62
      -59
      94
      275
      653
      -7,680
      -51,601
      34,138
      11,915
      26,049
      -1,277
      -17
      23,086
      6,733
      44,361
      5,702
      6,460
      3,790
      4,584
      5,192
      7,642
      24
      790
      164
      2,568
      1,438
      18,704
      3,547
      10,273
      231
      421
      5,891
      1,546
      11,615
      11,717
      8,265
      -895
      -1,529
      -877
      -1,797
      -1,102
      -2,284
      19,406
      126
      2,723
      2,834
      12,504
      11,871
      4,876
      11,510
      29,582
      2,181
      1,734
      18,166
      22,937
      1,514
      -243
      88
      27
      34
      285
      733
      1,715
      1,833
      1,321
      932
      856
      1,530
      1,103
      68
      1,151
      2,186
      3,032
      24,765
      4,054
      4,482
      30,810
      86,257
      5,413
      16,872
      4,499
      3,243
      3,096
      4,035
      1,137
      2,663
      51,185
      11,056
      12,128
      23,826
      5,898
      47,517
      -3,206
      -4
      709
      5,377
      149
      36,148
      7,976
      -14,480
      31,525
      38,221
      -57,441
      1,284
      -55,727
      -47,071
      3,314
      -16,055
      6,490
      6,157
      -23,667
      2,821
      -15,859
      -13,077
      -35,309
      -1,302
      -1,856
      -67,269
      17,180
      1,337
      16,072
      10,927
      21,012
      32,048
      30,456
      -13,680
      6,996
      -50,124
      14,321
      24,195
      34,622
      6,713
      -67,266
      20,896
      3,855
      4,181
      11,104
      47,589
      17,028
      38,064
      -46,425
      -6
      -40,878
      -17,988
      41,878
      47,086
      350,654
      4,835
      -34,343
      73,693
      8,295
      59,440
      27,645
      -800
      -65,344
      121,272
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 1,291,897
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 24,048
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 24,048
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 24,048
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 23,312
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 23,312
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 9 736
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet   RefundedBullet 11  
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 addressbulletIONBANK.COM/ABOUT-US/FOUNDATION/
    14
    The books are in care ofbulletION BANK Telephone no.bullet (203) 729-5291

    Located atbullet251 CHURCH STNAUGATUCKCT ZIP+4bullet06770
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    CHARLES J BOULIER III DIRECTOR
    0.00     		0 0 0
    251 CHURCH ST
    NAUGATUCK,CT06770
    DAVID J ROTATORI DIRECTOR & PRESIDENT
    0.00     		0 0 0
    251 CHURCH ST
    NAUGATUCK,CT06770
    MARK C YANARELLA DIRECTOR
    0.00     		0 0 0
    251 CHURCH ST
    NAUGATUCK,CT06770
    STEPHEN WIDMAN DIRECTOR
    0.00     		0 0 0
    251 CHURCH ST
    NAUGATUCK,CT06770
    LUCILLE JANATKA DIRECTOR
    0.00     		0 0 0
    251 CHURCH ST
    NAUGATUCK,CT06770
    DAVID NURNBERGER DIRECTOR
    0.00     		0 0 0
    251 CHURCH ST
    NAUGATUCK,CT06770
    KATHLEEN MCPADDEN OFFICER
    0.00     		0 0 0
    251 CHURCH ST
    NAUGATUCK,CT06770
    GARY O'CONNOR DIRECTOR
    0.00     		0 0 0
    251 CHURCH ST
    NAUGATUCK,CT06770
    ANDREW SKIPP DIRECTOR
    0.00     		0 0 0
    251 CHURCH ST
    NAUGATUCK,CT06770
    WILLIAM SAMUELSON DIRECTOR
    0.00     		0 0 0
    251 CHURCH ST
    NAUGATUCK,CT06770
    PATRICK CHARMEL DIRECTOR
    0.00     		0 0 0
    251 CHURCH ST
    NAUGATUCK,CT06770
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    10,667,531
    b
    Average of monthly cash balances.......................
    1b
    654,761
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    11,322,292
    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
    11,322,292
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    169,834
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    11,152,458
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    557,623
    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
    557,623
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    24,048
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    24,048
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    533,575
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    533,575
    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
    533,575
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    1,023,478
    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
    1,023,478
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,023,478
    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 7 533,575
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 104,333
    b From 2016...... 97,820
    c From 2017...... 69,001
    d From 2018...... 44,368
    e From 2019...... 172,399
    fTotal of lines 3a through e........ 487,921
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 1,023,478
    a Applied to 2019, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 533,575
    e Remaining amount distributed out of corpus 489,903
    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 5 977,824
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		104,333
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		873,491
    10 Analysis of line 9:
    a Excess from 2016.... 97,820
    b Excess from 2017.... 69,001
    c Excess from 2018.... 44,368
    d Excess from 2019.... 172,399
    e Excess from 2020.... 489,903
    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:
    KATHLEEN MCPADDEN
    1430 NEW HAVEN ROAD PO BOX 370
    NAGATUCK,CT06770
    (888) 891-4219
    GRANTS@IONBANK.COM
    bThe form in which applications should be submitted and information and materials they should include:
    SEE ATTACHED GRANT APPLICATION (AVAILABLE ON WEB-SITE)
    cAny submission deadlines:
    SEE ATTACHED GRANT GUIDELINES (AVAILABLE ON WEB-SITE)
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    SEE ATTACHED GRANT GUIDELINES (AVAILABLE ON WEB-SITE)
    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
    ACTS 4 MINISTRY
    PO BOX 4524
    WATERBURY,CT06704     		    COMMUNITY AWARDS PROGRAM 425
    ADAM WYSOTA FOUNDATION DBA ADAM'S HOUSE
    241 CORAM AVE
    SHELTON,CT06484     		    COMMUNITY AWARDS PROGRAM 150
    ANIMAL RESCUE FOUNDAION INC
    366 MAIN STREET
    TERRYVILLE,CT06786     		    CONTRIBUTION 550
    ANN'S PLACE INC
    35 NORTH MAIN ST SUITE 39A
    SOUTHINGTON,CT06489     		    CONTRIBUTION 500
    BOY SCOUTS OF AMERICA 69 HOUSATONIC COUNCIL
    111 NEW HAVE AVE
    DERBY,CT06418     		    COMMUNITY AWARDS PROGRAM 150
    BOYS & GIRLS CLUB OF MERIDEN
    15 LINCOLN ST
    MERIDEN,CT06451     		    GRANT 10,000
    BOYS AND GIRLS CLUB OF GREATER WATERBURY
    1037 EAST MAIN ST
    WATERBURY,CT06705     		    COMMUNITY AWARDS PROGRAM 150
    BRASS CITY HARVEST
    86 BANK ST PO BOX 11115
    WATERBURY,CT06703     		    GRANT 10,000
    CCS CHILDRENS COMMUNITY SCHOOL
    31 WOLCOTT ST PO BOX 1746
    WATERBURY,CT06706     		    CONTRIBUTION 6,684
    CENTRAL CT COAST YMCA
    1240 CHAPEL STREET
    NEW HAVEN,CT06511     		    CONTRIBUTION 150
    CHESHIRE COMMUNITY FOOD PANTRY
    175 SANDBANK ROAD
    CHESHIRE,CT06410     		    CONTRIBUTION 600
    CHESHIRE FOOD DRIVE INC
    PO BOX 925
    CHESHIRE,CT06410     		    COMMUNITY AWARDS PROGRAM 200
    CHILD GUIDANCE CLINIC OF CENTRAL CT INC
    384 PRATT ST
    MERIDEN,CT06450     		    COMMUNITY AWARDS PROGRAM 150
    CHILDRENS CENTER OF HAMDEN
    1400 WHITNEY AVE
    HAMDEN,CT06751     		    COMMUNITY AWARDS PROGRAM 150
    CHRIST EPISCOPAL CHURCH
    56 SOUTH CLIFF ST
    ANSONIA,CT06401     		    COMMUNITY AWARDS PROGRAM 150
    CLUBE UNIAO PORTUGESA
    110 RUBBER AVE
    NAUGATUCK,CT06770     		    GRANT 2,500
    COMMUNITY SOUP KITCHEN INC
    84 BROADWAY
    NEW HAVEN,CT06511     		    GRANT 10,000
    COMMUNITY THEATRE AT WOODBURY INC
    PO BOX 274
    WOODBURY,CT06798     		    CONTRIBUTION 250
    CONNECTICUT COMMUNITY FOUNDATION
    43 FIELD STREET
    WATERBURY,CT06702     		    GIVE LOCAL 2020 29,721
    CONNECTICUT RIVERS COUNCIL BOYS SCOUTSOF AMERICA
    60 DARLIN STREET
    EAST HARTFORD,CT06128     		    COMMUNITY AWARDS PROGRAM 150
    CROSS OF THE CHRIST LUTHERAN CHURCH
    1555 HAMILTON AVE
    WATERBURY,CT06706     		    COMMUNITY AWARDS PROGRAM 150
    DANA FARBER CANCER INSTITUTE INC
    450 BROOKLINE AVENUE
    BOSTON,MA02215     		    "CONTRIBUTION" 500
    DAVID S MILES AMERICAN LEGION
    POST 174 43 OXFORD RD
    OXFORD,CT06478     		    CONTRIBUTION 1,400
    DERBY HISTORICAL SOCIETY
    37 ELM ST
    ANSONIA,CT06401     		    COMMUNITY AWARDS PROGRAM 150
    DOWNTOWN EVENING SOUP KITCHEN
    PO BOX 1478
    NEW HAVEN,CT06506     		    GRANT 3,500
    FAMILY INTERVENTION CENTER
    22 CHASE RIVER RD
    WATERBURY,CT06704     		    COMMUNITY AWARDS PROGRAM 200
    FARMINGTON FOOD PANTRY INC
    PO BOX 84
    FARMINGTON,CT06304     		    GRANT 5,000
    FARMINGTON ROTARY CLUB FOUNDATION
    222 MAIN ST SUITE 258
    FARMINGTON,CT06032     		    COMMUNITY AWARDS PROGRAM 225
    FIRST CONGREGATIONAL CHURCH
    111 CHURCH DRIVE
    CHESHIRE,CT06410     		    COMMUNITY AWARDS PROGRAM 150
    FUTBOL FRIENDS INTERNATIONAL
    270 MAIN ST SOUTH
    WOODBURY,CT06751     		    COMMUNITY AWARDS PROGRAM 150
    GIL FOUNDATION INC
    PO BOX 7331
    PROSPECT,CT06712     		    COMMUNITY AWARDS PROGRAM 450
    GIRLS INC OF WESTERN CONNECTICUT
    35 PARK PLACE
    WATERBURY,CT06702     		    COMMUNITY AWARDS PROGRAM 150
    GRANVILLE ACADEMY OF WATERBURY
    PO BOX 2891
    WATERBURY,CT06723     		    COMMUNITY AWARDS PROGRAM 150
    GREATER WATERBURY INTERFAITH MINISTRIES INC
    770 EAST MAIN ST
    WATERBURY,CT06702     		    GRANT 10,000
    GREATER WATERBURY INTERFAITH MINISTRIES INC
    770 EAST MAIN ST
    WATERBURY,CT06702     		    COMMUNITY AWARDS PROGRAM 200
    GRIFFIN HOSPITAL DEVELOPMENT FUND INC
    130 DAVIDSON ST
    DERBY,CT06418     		    COVID-19 25,000
    GRIFFIN HOSPITAL DEVELOPMENT FUND INC
    130 DAVIDSON ST
    DERBY,CT06418     		    COVID-19 5,000
    GRIFFIN HOSPITAL DEVELOPMENT FUND INC
    130 DIVISION ST
    DERBY,CT06418     		    CONTRIBUTION 7,500
    HILLSIDE INTERMEDIATE SCHOOL
    51 HILLSIDE AVE
    NAUGATUCK,CT06770     		    GRANT 2,000
    KITTY KAT RESCUE INC
    77 WARM EARTH RD
    NAUGATUCK,CT06770     		    COMMUNITY AWARDS PROGRAM 625
    LADIES ANCIENT ORDER OF HIBERNIANS
    99 DEEPWOOD ROAD
    NAUGATUCK,CT06770     		    COMMUNITY AWARDS PROGRAM 200
    LEUKEMIA & LYMPHOMA SOCIETY
    3 LANDMARK SQUARE
    STAMFORD,CT06901     		    COMMUNITY AWARDS PROGRAM 275
    LITERACY VOLUNTEERS OF GREATER NEW HAVEN
    5 SCIENCE PARK
    NEW HAVEN,CT06511     		    CONTRIBUTION 4,000
    LOCAL INITIATIVE SUPPORT CORPORATION
    75 CHARTER OAK AVE SUITE 2-250
    HARTFORD,CT06106     		    GRANT 2,500
    MAIN STREET BALLET COMPANY
    124 S POMPERAUG AVENUE
    WOODBURY,CT06798     		    CONTRIBUTION 150
    MASTERS MANNA INC
    46 NO PLAINS INDUSTRIAL RD
    WALLINGFORD,CT06492     		    COMMUNITY AWARDS PROGRAM 150
    MATTATUCK MUSEUM
    63 PROSPECT ST
    WATERBURY,CT06702     		    COMMUNITY AWARDS PROGRAM 150
    MATTATUCK MUSEUM
    63 PROSPECT ST
    WATERBURY,CT06702     		    CONTRIBUTION 1,000
    MERIDEN CHILDREN FIRST
    165 MILLER ST
    MERIDEN,CT06450     		    COMMUNITY AWARDS PROGRAM 150
    MERIDEN HISTORICAL SOCIETY INC
    PO BOX 3005
    MERIDEN,CT06450     		    CONTRIBUTION 225
    MERIDEN YOUTH TRAVEL BASEBALL
    PO BOX 622
    MERIDEN,CT06450     		    COMMUNITY AWARDS PROGRAM 150
    MIDSTATE MEDICAL CENTER
    435 LEWIS AVENUE
    MERIDEN,CT06451     		    CONTRIBUTION 2,500
    NAMI WATERBURY
    PO BOX 662
    WATERTOWN,CT06795     		    COMMUNITY AWARDS PROGRAM 225
    NAUGATUCK COMMUNITY BAND
    67 SUMMERFIELD ST
    NAUGATUCK,CT06770     		    CONTRIBUTION 225
    NAUGATUCK ECONOMIC DEVELOPMENT CORPORATION
    270 CHURCH STREET
    NAUGATUCK,CT06770     		    CONTRIBUTION 10,500
    NAUGATUCK EDUCATION FOUNDATION
    PO BOX 1717
    NAUGATUCK,CT06770     		    COMMUNITY AWARDS PROGRAM 150
    NAUGATUCK HISTORICAL SOCIETY MUSEUM
    PO BOX 317
    NAUGATUCK,CT06770     		    GRANT 500
    NAUGATUCK LIONS CLUB
    1101 MERIDEN RD
    WATERBURY,CT06705     		    COMMUNITY AWARDS PROGRAM 150
    NAUGATUCK POP WARNER INC
    PO BOX 692
    NAUGATUCK,CT06770     		    COMMUNITY AWARDS PROGRAM 150
    NAUGATUCK ROTARTY CLUB
    PO BOX 484
    NAUGATUCK,CT06770     		    COMMUNITY AWARDS PROGRAM 150
    NAUGATUCK SENIOR CENTER
    80 SAW MILL RD
    DANBURY,CT06810     		    CONTRIBUTION 2,000
    NAUGATUCK SPECIAL OLYMPICS
    111 DUNN AVE
    NAUGATUCK,CT06770     		    COMMUNITY AWARDS PROGRAM 700
    NAUGATUCK VALLEY COMMUNITY COLLEGE FOUNDATION
    750 CHASE PARKWAY
    WATERBURY,CT06708     		    GRANT 2,000
    NAUGATUCK YMCA
    284 CHURCH ST
    NAUGATUCK,CT06770     		    COMMUNITY AWARDS PROGRAM 1,100
    NAUGATUCK YMCA
    284 CHURCH ST
    NAUGATUCK,CT06770     		    COMMUNITY AWARDS PROGRAM 925
    NEIGHBORHOOD HOUSING SERV OF WTBY INC
    193 GRAND ST
    WATERBURY,CT06702     		    COMMUNITY AWARDS PROGRAM 150
    NEIGHBORHOOD HOUSING SERV OF WTBY INC
    193 GRAND ST
    WATERBURY,CT06702     		    GRANT 15,000
    NEIGHBORHOOD HOUSING SERV OF WTBY INC
    193 GRAND ST
    WATERBURY,CT06702     		    GRANT 10,000
    OXFORD HISTORICAL SOCIETY INC
    PO BOX 582
    OXFORD,CT06478     		    GRANT 500
    OXFORD LAND TRUST
    PO BOX 616
    OXFORD,CT06478     		    COMMUNITY AWARDS PROGRAM 250
    PHOENIX STAGE COMPANY
    PO BOX 344
    NAUGATUCK,CT06770     		    COMMUNITY AWARDS PROGRAM 250
    POLICE ACTIVITY LEAGUE OF WATERBURY INC
    64 DIVISION STREET
    WATERBURY,CT06704     		    CONTRIBUTION 10,000
    PROJECT PURPLE INC
    PO BOX 884
    SEYMOUR,CT06483     		    CONTRIBUTION 1,000
    PROSPECT CONGREGATIONAL CHURCH
    25 CENTER ST
    PROSPECT,CT06712     		    CONTRIBUTION 2,500
    RANDOM HACKS OF KINDNESS JUNIOR INC
    6 WOODS WAY
    WOODBURY,CT06798     		    CONTRIBUTION 150
    REGION 15 - PROJCT PANTHER
    99 LITTLE FOX LANE
    SOUTHBURY,CT06488     		    CONTRIBUTION 150
    ROCHAMBEAU MIDDLE SCHOOL PTO INC
    100 PETER ROAD
    SOUTHBURY,CT06488     		    CONTRIBUTION 150
    ROTARY CLUB OF WOODBURY SOUTHBURY MIDDLEBURY
    PO BOX 956
    SOUTHBURY,CT06488     		    COMMUNITY AWARDS PROGRAM 150
    SAFE HAVEN OF GREATER WATERBURY INC
    29 CERNTRAL AVE PO BOX 1503
    WATERBURY,CT06721     		    COMMUNITY AWARDS PROGRAM 425
    SAINT MARYS HOSPITAL FOUNDATION
    56 FRANKLIN ST
    WATERBURY,CT06706     		    CONTRIBUTION 2,500
    SEABURY SOCIETY FOR THE PRESERVATION OF GLEBE HOUSE
    49 HALLOW RD
    WOODBURY,CT06798     		    CONTRIBUTION 1,000
    SEEDS OF HOPE FOR HAITI INC
    910 MAIN STREET SOUTH
    SOUTHBURY,CT06488     		    COMMUNITY AWARDS PROGRAM 150
    SERVICE AFTER SERVICE
    415 HOWE AVE STE 311
    SHELTON,CT06484     		    CONTRIBUTION 150
    SEVEN ANGELS THEATER HAMILTON PARK PAVILLION
    PO BOX 3358
    WATERBURY,CT06705     		    COMMUNITY AWARDS PROGRAM 800
    SEYMOUR LIONS CLUB INC
    26 GEORGE STREET
    SEYMOUR,CT06483     		    COMMUNITY AWARDS PROGRAM 150
    SEYMOUR TRADITION INC
    27 WOOD ST
    SEYMOUR,CT06483     		    COMMUNITY AWARDS PROGRAM 150
    SOUTHMAYD HOME INC
    250 COLUMBIA BLVD
    WATERBURY,CT06710     		    COMMUNITY AWARDS PROGRAM 150
    ST MICHAELS PARISH
    210 CHURCH STREET
    NAUGATUCK,CT06770     		    COMMUNITY AWARDS PROGRAM 250
    ST PETER & PAUL UKRAINIAN GREEK CATHOLIC CHURCH
    105 CLIFTON AVE
    ANSONIA,CT06401     		    COMMUNITY AWARDS PROGRAM 250
    ST JOSEPH CHURCH
    32 JEWETT STREET
    ANSONIA,CT06401     		    COMMUNITY AWARDS PROGRAM 300
    ST VINCENT DEPAUL MISSION OF WATERBURY
    PO BOX 1612
    WATERBURY,CT06721     		    GRANT 10,000
    STAYWELL HEALTHCARE INC
    80 PHEONIX AVE
    WATERBURY,CT06702     		    COMMUNITY AWARDS PROGRAM 150
    SUMMER CAMPERSHIP FUND
    500 WEST MAIN ST
    MERIDEN,CT06451     		    CONTRIBUTION 2,500
    TEAM INC
    30 ELIZABETH ST
    DERBY,CT06418     		    COMMUNITY AWARDS PROGRAM 150
    THANK DOG RESCUE
    PO BOX 124
    NEWTOWN,CT06740     		    COMMUNITY AWARDS PROGRAM 400
    THE CONGREGATIONAL CHURCH OF NAUG
    9 DIVISION ST
    NAUGATUCK,CT06770     		    COMMUNITY AWARDS PROGRAM 425
    THE SALVATION ARMY
    74 CENTRAL AVE
    WATERBURY,CT06702     		    GRANT 10,000
    THE SUSIE FOUNDATION
    15 CARLETON RD
    WEST HARTFORD,CT06107     		    COMMUNITY AWARDS PROGRAM 400
    TROUT UNLIMITED
    PO BOX 100
    MIDDLEBURY,CT06762     		    CONTRIBUTION 275
    ULBRICH BOYS AND GIRLS CLUB
    72 GRAND STREET
    WALLINGFORD,CT06492     		    COMMUNITY AWARDS PROGRAM 150
    UNITED CHIRCH OF CHRIST SOUTHBURY
    283 MAIN ST NORTH
    SOUTHBURY,CT06488     		    CONTRIBUTION 150
    UNITED WAY OF CENTRAL AND NORTHEASTERN CT
    30 LAUREL ST 1
    HARFORD,CT06106     		    ANNUAL - 2020 CAMPAIGN 4,000
    UNITED WAY OF CENTRAL AND NORTHEASTERN CT
    30 LAUREL ST 1
    HARTFORD,CT06106     		    COVID-19 8,000
    UNITED WAY OF GREATER NEW HAVEN
    370 JAMES ST- STE 403
    NEW HAVEN,CT06513     		    ANNUAL - 2020 CAMPAIGN 3,350
    UNITED WAY OF GREATER NEW HAVEN
    370 JAMES ST
    NEW HAVEN,CT06513     		    COVID-19 7,000
    UNITED WAY OF GREATER NEW HAVEN
    370 JAMES ST - STE 403
    NEW HAVEN,CT06513     		    ANNUAL - 2020 CAMPAIGN 3,000
    UNITED WAY OF GREATER WATERBURY
    100 NORTH ELM ST
    WATERBURY,CT06702     		    ANNUAL - 2020 CAMPAIGN 26,500
    UNITED WAY OF GREATER WATERBURY
    100 NORTH ELM ST
    WATERBURY,CT06702     		    COVID-19 60,000
    UNITED WAY OF GREATER WATERBURY
    100 NORTH ELM ST
    WATERBURY,CT06702     		    COMMUNITY AWARDS PROGRAM 150
    UNITED WAY OF GREATER WATERBURY
    100 NORTH ELM ST
    WATERBURY,CT06702     		    GRANT 20,000
    UNITED WAY OF GREATER WATERBURY
    100 NORTH ELM ST
    WATERBURY,CT06702     		    GRANT 2,500
    UNITED WAY OF GREATER WATERBURY
    100 NORTH ELM ST
    WATERBURY,CT06702     		    CONTRIBUTION 7,500
    UNITED WAY OF GREATER WATERBURY
    100 NORTH ELM ST
    WATERBURY,CT06702     		    CONTRIBUTION 3,000
    UNITED WAY OF MERIDEN & WALLINGFORD INC
    35 PLEASANT ST SUITE 1E
    MERIDEN,CT06450     		    COVID-19 4,000
    UNITED WAY OF NAUGATUCK & BEACON FALLS
    270 CHURCH STREET
    NAUGATUCK,CT06770     		    ANNUAL - 2020 CAMPAIGN 65,000
    UNITED WAY OF NAUGATUCK & BEACON FALLS
    270 CHURCH STREET
    NAUGATUCK,CT06770     		    COMMUNITY AWARDS PROGRAM 150
    UNITED WAY OF NAUGATUCK & BEACON FALLS
    270 CHURCH STREET
    NAUGATUCK,CT06770     		    COVID-19 60,000
    UNITED WAY OF NAUGATUCK & BEACON FALLS
    270 CHRUCH ST
    NAUGATUCK,CT06770     		    ANNUAL - 2020 CAMPAIGN 5,000
    UNITED WAY OF SOUTHEASTERN CONNECTICUT
    283 STODDARDS WARF RD
    GALES FERRY,CT06335     		    COVID-19 4,000
    UNITED WAY OF SOUTHINGTON INC
    35 NORTH MAIN ST SUITE 39A
    SOUTHINGTON,CT06489     		    COVID-19 2,000
    VALLEY UNITED WAY
    54 GROVE ST
    SHELTON,CT06484     		    ANNUAL - 2020 CAMPAIGN 7,800
    VALLEY UNITED WAY
    54 GROVE ST
    SHELTON,CT06484     		    COVID-19 7,000
    VOLUNTEER FIRE DEPARTMENT
    PO BOX 7001
    PROSPECT,CT06712     		    COMMUNITY AWARDS PROGRAM 825
    WATERBURY SYMPHONY ORCHESTRA
    160 ROBBINS ST
    WATERBURY,CT06708     		    COMMUNITY AWARDS PROGRAM 150
    WATERBURY YOUTH SERVICES INC
    83 PROSPECT ST
    WATERBURY,CT06702     		    CONTRIBUTION 4,100
    WATERTOWN HISTORICAL SOCIETY
    PO BOX 853
    WATERTOWN,CT06795     		    COMMUNITY AWARDS PROGRAM 150
    WHERE THE LOVE IS INC
    2676 WHITNEY AVE
    HAMDEN,CT06518     		    COMMUNITY AWARDS PROGRAM 300
    WOODBURY LIONS CLUB FOUNDATION INC
    PO BOX 314
    WOODBURY,CT06798     		    COMMUNITY AWARDS PROGRAM 275
    ABILITIES WITHOUT BOUNDARIES
    615 WEST JOHNSON AVE
    CHESHIRE,CT06410     		    COMMUNITY AWARDS PROGRAM 175
    ACES EDUCATION FUND
    350 STATE STREET
    NORTH HAVEN,CT06473     		    COMMUNITY AWARDS PROGRAM 1,825
    ADAM WYSOTA FOUNDATION DBA ADAM'S HOUSE
    241 CORAM AVE
    SHELTON,CT06484     		    CONTRIBUTION 2,000
    AFTER SCHOOL ARTS PROGRAM INC
    6 BEE BROOK RD PO BOX 15
    WASHINGTON DEPOT,CT06794     		    CONTRIBUTION 1,250
    AGENCY ON AGING OF SOUTH CENTRAL CT
    117 WASHINGTON AVE SUITE 17
    NORTH HAVEN,CT06473     		    GRANT 2,500
    AMERICAN CANCER SOCIETY
    111 FOUNDERS PLAZA
    EAST HARTFORD,CT06108     		    CONTRIBUTION 1,000
    ANNIE C COURTNEY FOUNDATION
    15 BODEN ST 8
    WATERBURY,CT06704     		    COMMUNITY AWARDS PROGRAM 150
    ANSONIA ROTARY CLUB
    PO BOX 575
    ANSONIA,CT06401     		    COMMUNITY AWARDS PROGRAM 825
    ARE YOU DENSE INC
    96 ROWLEY RD
    WOODBURY,CT06798     		    COMMUNITY AWARDS PROGRAM 150
    AREA COOPERTAIVE EDUCATIONAL SERVICES
    350 STATE STREET
    NORTH HAVEN,CT06473     		    CONTRIBUTION 150
    BALL & SOCKET ART INC
    PO BOX 128
    CHESHIRE,CT06410     		    COMMUNITY AWARDS PROGRAM 175
    BEACON FALLS CONGREGATIONAL CHURCH
    69 WOLF AVE
    BEACON FALLS,CT06403     		    COMMUNITY AWARDS PROGRAM 750
    BEACON FALLS HISTORICAL SOCIETY INC
    PO BOX 1717
    BEACON FALLS,CT06403     		    CONTRIBUTION 150
    BEAT THE STREET COMMUNITY CENTER INC
    121 SOUTH COLONY ST
    MERIDEN,CT06405     		    GRANT 2,000
    BETHANY HISTORICAL SOCIETY INC
    521 AMITY ROAD
    BETHANY,CT06524     		    CONTRIBUTION 175
    BETTER DAYS RESCUE FUND
    229 BEACON POND RD
    WOODBURY,CT06798     		    COMMUNITY AWARDS PROGRAM 900
    BOY SCOUT TROUP 138
    210 CHURCH ST
    NAUGATUCK,CT06770     		    COMMUNITY AWARDS PROGRAM 300
    BOYS & GIRLS CLUB OF GREATER WTBY
    1037 EAST MAIN ST
    WATERBURY,CT06705     		    GRANT 2,000
    BOYS & GIRLS CLUB OF MERIDEN
    15 LINCOLN ST
    MERIDEN,CT06451     		    COMMUNITY AWARDS PROGRAM 350
    BOYS & GIRLS CLUB OF MERIDEN
    15 LINCOLN ST
    MERIDEN,CT06451     		    CONTRIBUTION 5,000
    BRASS CITY HARVEST
    86 BANK STREET PO BOX 11115
    WATERBURY,CT06703     		    COMMUNITY AWARDS PROGRAM 150
    BRASS CITY RESCUE ALLIANCE
    2 SERVICE RD
    MIDDLEBURY,CT06762     		    COMMUNITY AWARDS PROGRAM 575
    BRISTOL CHAMBER OF COMMERCE INC
    440 N MAIN STREET
    BRISTOL,CT06010     		    CONTRIBUTION 1,000
    CALVERY CHAPEL SOUTHBURY
    134 MAIN STREET SOUTH
    SOUTHBURY,CT06488     		    COMMUNITY AWARDS PROGRAM 200
    CAMP RISING RUN
    PO BOX 472
    BRANFORD,CT06410     		    COMMUNITY AWARDS PROGRAM 150
    CANCERCARES CONNECTICUT OFFICE
    275 SEVENTH AVE 22 FL
    NEW YORK,NY10001     		    COMMUNITY AWARDS PROGRAM 150
    CANCERCARES CONNECTICUT OFFICE
    275 SEVENTH AVE 22 FL
    NEW YORK,NY10001     		    CONTRIBUTION 1,500
    CAPITAL FOR CHANGE INC
    10 ALEXANDER DRIVE
    WALLINGFORD,CT06492     		    CONTRIBUTION 5,000
    CCS CHILDRENS COMMUNITY SCHOOL
    31 WOLCOTT ST PO BOX 1746
    WATERBURY,CT06721     		    COMMUNITY AWARDS PROGRAM 425
    CCS CHILDRENS COMMUNITY SCHOOL
    31 WOLCOTT ST PO BOX 1746
    WATERBURY,CT06721     		    CONTRIBUTION 3,000
    CCS CHILDRENS COMMUNITY SCHOOL
    31 WOLCOTT ST PO BOX 1746
    WATERBURY,CT06721     		    GRANT 5,000
    CHESHIRE COMMUNITY FOOD PANTRY
    175 SANDBANK RD
    CHESHIRE,CT06410     		    COMMUNITY AWARDS PROGRAM 400
    CHESHIRE COMMUNITY YMCA
    965 SOUTH MAIN ST
    CHESHIRE,CT06410     		    COMMUNITY AWARDS PROGRAM 400
    CHESHIRE COMMUNITY YMCA
    965 SOUTH MAIN ST
    CHESHIRE,CT06410     		    CONTRIBUTION 2,500
    CHESHIRE LAND TRUST INC
    PO BOX 781
    CHESHIRE,CT06410     		    CONTRIBUTION 150
    CHESHIRE STRAWBERRY FESTIVAL - FIRST CONGREGATION
    111 CHURCH DRIVE
    CHESHIRE,CT06410     		    COMMUNITY AWARDS PROGRAM 475
    CHILDREN IN PLACEMENT
    155 EAST ST SUIE 202
    NEW HAVEN,CT06511     		    GRANT 5,500
    CHILDRENS LAW CENTER
    30 ARBOR ST
    HARTFORD,CT06106     		    GRANT 1,000
    CHURCH OF CHRIST CHRISTIAN
    63 ANCIENT HIGHWAY
    OXFORD,CT06478     		    COMMUNITY AWARDS PROGRAM 175
    COCOS ANIMAL RESCUE EFFORTS OF SEYMOUR DBA CARES
    115 SILVERMINE RD
    SEYMOUR,CT06483     		    COMMUNITY AWARDS PROGRAM 400
    COLUMBUS HOUSE INC
    586 ELLA T GRASSO BLVD
    NEW HAVEN,CT06519     		    CONTRIBUTION 5,000
    CT ASSOCIATION FOR HUMAN SERVICES INC
    137 HAMILTON ST
    HARTFORD,CT06106     		    GRANT 5,000
    CONNECTICUT COMMUNITY FOUNDATION
    43 FIELD STREET
    WATERBURY,CT06702     		    GRANT 50,000
    CONNECTICUT FOOD BANK
    2 RESEARCH PKWY
    WALLINGFORD,CT06492     		    COMMUNITY AWARDS PROGRAM 700
    CONNECTICUT FOOD BANK
    2 RESEARCH PKWY
    WALLINGFORD,CT06492     		    GRANT 2,500
    CROSS STREET INTERMEDIATE SCHOOL PTO
    497 RUBBER AVE
    NAUGATUCK,CT60770     		    CONTRIBUTION 725
    CT PARTNERSHIP FOR CHILDREN INC
    98 OLIVER ST
    NAUGATUCK,CT06770     		    COMMUNITY AWARDS PROGRAM 375
    CT PARTNERSHIP FOR CHILDREN INC
    98 OLIVER ST
    NAUGATUCK,CT06770     		    GRANT 5,000
    CT PARTNERSHIP FOR CHILDREN INC
    154 BOWERS HILL RD
    OXFORD,CT06478     		    GRANT 2,500
    CYB
    575 HIGHLAND AVE 1ST FL LEFT
    CHESHIRE,CT06410     		    COMMUNITY AWARDS PROGRAM 150
    EASTER SEALS
    22 TOMPKINS ST
    WATERBURY,CT06708     		    COMMUNITY AWARDS PROGRAM 250
    EASTER SEALS
    22 TOMPKINS ST
    WATERBURY,CT06708     		    GRANT 2,000
    ECUMENCIAL FOOD BANK INC
    PO BOX 796
    NAUGATUCK,CT06770     		    COMMUNITY AWARDS PROGRAM 450
    ECUMENCIAL FOOD BANK INC
    PO BOX 796
    NAUGATUCK,CT06770     		    GRANT 10,000
    FAMILY & CHILDREN AID
    77 WEST ST
    DANBURY,CT06810     		    CONTRIBUTION 2,500
    FARMINGTON PUBLIC SCHOOLS MUSIC DEPARTMENT
    1 MONTEITH DR
    FARMINGTON,CT06032     		    CONTRIBUTION 2,500
    FLANDERS NATURE CENTER
    85 CHURCH HILL RD
    WOODBURY,CT06798     		    COMMUNITY AWARDS PROGRAM 300
    FRANCISCAN LIFE CENTER
    271 RINCH AVE
    MERIDEN,CT06451     		    CONTRIBUTION 2,500
    FRANCISCAN LIFE CENTER
    271 RINCH AVE
    MERIDEN,CT06451     		    COMMUNITY AWARDS PROGRAM 750
    FRIENDS OF MERIDEN PUBLIC LIBRARY
    1 COLONY ST
    MERIDEN,CT06451     		    COMMUNITY AWARDS PROGRAM 150
    FRIENDS OF THE ANSONIA LIBRARY
    53 SOUTH CLIFF ST
    ANSONIA,CT06402     		    COMMUNITY AWARDS PROGRAM 175
    FRIENDS OF THE ANSONIA LIBRARY INC
    10 DEERFIELD LANE
    ANSONIA,CT06402     		    COMMUNITY AWARDS PROGRAM 250
    FRIENDS OF THE BEACON FALLS LIBRARY
    10 MAPLE AVE
    BEACON FALLS,CT06403     		    COMMUNITY AWARDS PROGRAM 450
    FRIENDS OF THE OXFORD LIBRARY
    486 OXFORD RD
    OXFORD,CT06478     		    COMMUNITY AWARDS PROGRAM 350
    FRIENDS OF THE WOODBURY SENIOR COMMUNITY
    285 MAIN STREET SOUTH
    WOODBURY,CT06798     		    CONTRIBUTION 150
    FUTBOL FRIENDS INTERNATIONAL
    270 MAIN ST SOUTH
    WOODBURY,CT06751     		    COMMUNITY AWARDS PROGRAM 150
    GALLERY 53 ARTS & CRAFTS ASSOC OF MERIDEN INC
    53 COLONY ST
    MERIDEN,CT06450     		    COMMUNITY AWARDS PROGRAM 200
    GAYLORD HOSPITAL INC
    50 GAYLORD FARM RD
    WALLINGFORD,CT06492     		    COMMUNITY AWARDS PROGRAM 200
    GRIL SCOUT OF CONNECTICUT INC
    340 WASHINGTON ST
    HARTFORD,CT06106     		    CONTRIBUTION 1,500
    GIRLS INC
    130 LINCOLN ST
    MERIDEN,CT06451     		    COMMUNITY AWARDS PROGRAM 175
    GRIL SCOUT OF CONNECTICUT INC
    340 WASHINGTON ST
    HARTFORD,CT06106     		    COMMUNITY AWARDS PROGRAM 150
    GREATER WATERBURY CAMPERSHIP FUND
    389 MEADOW ST
    WATERBURY,CT06702     		    COMMUNITY AWARDS PROGRAM 200
    GREATER WATERBURY CAMPERSHIP FUND
    389 MEADOW ST
    WATERBURY,CT06702     		    CONTRIBUTION 5,000
    GREATER WATERBURY INTERFAITH MINISTRIES INC
    770 EAST MAIN ST
    WATERBURY,CT06702     		    CONTRIBUTION 5,000
    GREATER WATERBURY YMCA
    136 WEST MAIN ST
    WATERBURY,CT06702     		    COMMUNITY AWARDS PROGRAM 150
    GRIFFIN HOSPITAL DEVELOPMENT FUND INC
    130 DIVISION STREET
    DERBY,CT06418     		    COMMUNITY AWARDS PROGRAM 475
    HABITAT FOR HUMANITY OF GREATER NEW HAVEN
    37 UNION ST
    NEW HAVEN,CT06511     		    COMMUNITY AWARDS PROGRAM 150
    HAMDEN HISTORICAL SOCIETY
    PO BOX 185512
    HAMDEN,CT06518     		    GRANT 500
    HEADS UP HARTFORD INC
    PO BOX 107
    BLOOMFIELD,CT06002     		    CONTRIBUTION 150
    HIDDEN ACRE
    PO BOX 1879
    NAUGATUCK,CT06770     		    CONTRIBUTION 7,500
    HIDDEN ACRES
    P O BOX 1879
    NAUGATUCK,CT06770     		    COMMUNITY AWARDS PROGRAM 825
    HILLSIDE CONVENETH CHURCH
    100 HILLSIDE AVE
    NAUGATUCK,CT06770     		    COMMUNITY AWARDS PROGRAM 450
    HILLTOP HOSE CO 5
    80 PULASKI HOGHWAY
    ANSONIA,CT06401     		    COMMUNITY AWARDS PROGRAM 175
    HOOPS FOR LIFE
    232 NORTH ELM STREET
    WATERBURY,CT06702     		    COMMUNITY AWARDS PROGRAM 150
    HOPE FOR LIFE INC
    110 MAIN STREET
    CHESHIRE,CT06410     		    CONTRIBUTION 275
    HOUSE OF HEROES CONNECTICUT
    3000 WHITNEY AVE SUITE 233
    HAMDEN,CT06518     		    COMMUNITY AWARDS PROGRAM 500
    HOWARD WHITTEMORE MEMORIAL LIBRARY
    243 CHURCH ST
    NAUGATUCK,CT06770     		    COMMUNITY AWARDS PROGRAM 600
    IMMANUEL LUTHERAN CHURCH
    25 GREAT HILL RD
    OXFORD,CT06478     		    COMMUNITY AWARDS PROGRAM 200
    IN A HEARTBEAT INC
    30 DUTTON STREET
    WALLINGFORD,CT06492     		    CONTRIBUTION 2,000
    JANE DOE NO MORE
    203 CHRURCH ST
    NAUGATUCK,CT06770     		    COMMUNITY AWARDS PROGRAM 700
    JANE DOE NO MORE
    203 CHURCH ST
    NAUGATUCK,CT06770     		    GRANT 5,000
    JUNIOR ACHIEVEMENT OF GREATER FAIRFIELD COUNTY
    835 MAIN ST
    BRIDGEPORT,CT06604     		    GRANT 2,000
    JUNIOR ACHIEVEMENT OF SOUTWEST NEW ENGLAND INC
    70 FARMINGTON AVE
    HARTFORD,CT06105     		    CONTRIBUTION 2,000
    KELLYS KIDS INC
    9 SPRING RD
    PROSPECT,CT06712     		    COMMUNITY AWARDS PROGRAM 175
    KUHN EMPLOYMENT OPPORTUNITY
    1630 NORTH COLONY RD
    MERIDEN,CT06450     		    CONTRIBUTION 1,923
    LIFE IN MY DAYS INC
    12 DONALD TERRACE
    WATERBURY,CT06705     		    CONTRIBUTION 2,500
    LITERACY VOLUNTEERS OF GREATER WATERBURY
    267 GRAND ST
    WATERBURY,CT06702     		    COMMUNITY AWARDS PROGRAM 475
    LITERACY VOLUNTEERS OF GREATER WATERBURY
    267 GRAND ST
    WATERBURY,CT06702     		    GRANT 10,000
    LITTLE BRITCHES THERAPEUTIC RIDING
    PO BOX 120
    WOODBURY,CT06798     		    COMMUNITY AWARDS PROGRAM 500
    LUTHERAN HOME OF SOUTHBURY
    990 MAIN ST NORTH
    SOUTHBURY,CT06488     		    COMMUNITY AWARDS PROGRAM 350
    MADRE LATINA ORGANIZATION INC
    PO BOX 3082
    WATERBURY,CT06705     		    COMMUNITY AWARDS PROGRAM 150
    MADRE LATINA ORGANIZATION INC
    PO BOX 3082
    WATERBURY,CT06705     		    GRANT 5,000
    MARIACHI ACADEMY OF NEW ENGLAND INC
    32 MANOMET AVE
    NORTH HAVEN,CT06473     		    COMMUNITY AWARDS PROGRAM 150
    MASTERS TABLE COMMUNITY MEALS INC
    88 COMMODORE COMMONS
    DERBY,CT06418     		    COMMUNITY AWARDS PROGRAM 150
    MATTATUCK HISTORICAL SOCIETYE
    63 PRSPECT ST
    WATERBURY,CT06702     		    GRANT 1,500
    MATTATUCK MUSEUM
    63 PRSPECT ST
    WATERBURY,CT06702     		    CONTRIBUTION 3,000
    MERIDEN CHILDREN FIRST
    165 MILLER ST
    MERIDEN,CT06450     		    COMMUNITY AWARDS PROGRAM 150
    MERIDEN HISTORICAL SOCIETY INC
    PO BOX 3005
    MERIDEN,CT06450     		    GRANT 500
    MERIDEN YMCA
    110 W MAIN ST
    MERIDEN,CT06451     		    COMMUNITY AWARDS PROGRAM 150
    MIDDLEBURY ELDERLY & SOCIAL SERVICES
    1172 WHITTEMORE RD
    MIDDLEBURY,CT06762     		    COMMUNITY AWARDS PROGRAM 1,850
    MIDDLEBURY VOLUNTEER FIRE DEPARTMENT
    65 TUCKER HILL RD
    MIDDLEBURY,CT06762     		    COMMUNITY AWARDS PROGRAM 825
    MIDSTATE ARC INC
    220 RESEARCH PARKWAY
    MERIDEN,CT06450     		    COMMUNITY AWARDS PROGRAM 150
    NATIONAL AUDOBON SOCIETY INC DBA AUDUBON CTR RIVER
    185 EAST FLAT HILL RD
    SOUTHBURY,CT06488     		    COMMUNITY AWARDS PROGRAM 150
    NATIONAL HONOR SOCIETY OF NAUGATUCK HS JDW CHAPTER
    497 RUBBER AVENUE
    NAUGATUCK,CT06770     		    CONTRIBUTION 250
    NAUGATUCK BEAUTIFICATION
    270 CHURCH ST
    NAUGATUCK,CT06770     		    COMMUNITY AWARDS PROGRAM 200
    NAUGATUCK CAMPERSHIP FUND
    251 CHURCH STREET
    NAUGATUCK,CT06770     		    COMMUNITY AWARDS PROGRAM 150
    NAUGATUCK COMMUNITY CHOIR
    7 COBBLESTONE COURT
    NAUGATUCK,CT06770     		    COMMUNITY AWARDS PROGRAM 275
    NAUGATUCK CUB SCOUT PACK 109
    210 CHURCH ST
    NAUGATUCK,CT06770     		    COMMUNITY AWARDS PROGRAM 150
    NAUGATUCK GARDEN CLUB
    PO BOX 672
    NAUGATUCK,CT06770     		    COMMUNITY AWARDS PROGRAM 200
    NAUGATUCK HIGH SCHOOL
    543 RUBBER AVE
    NAUGATUCK,CT06770     		    CONTRIBUTION 10,000
    NAUGATUCK HIGH SCHOOL GREYHOUND BAND ASSOCIATION
    543 RUBER AVE
    NAUGATUCK,CT06770     		    COMMUNITY AWARDS PROGRAM 350
    NAUGATUCK HIGH SCHOOL SOCCER BOOSTER CLUB
    543 RUBBER AVE
    NAUGATUCK,CT06770     		    COMMUNITY AWARDS PROGRAM 275
    NAUGATUCK HIGH SCOOL SWIMMING AND DIVING
    497 RUBBER AVENUE
    NAUATUCK,CT06770     		    CONTRIBUTION 575
    NAUGATUCK HISTORICAL SOCIETY MUSEUM
    PO BOX 317
    NAUGATUCK,CT06770     		    COMMUNITY AWARDS PROGRAM 450
    NAUGATUCK SENIOR CENTER
    300 MEADOW STREET
    NAUGATUCK,CT06770     		    COMMUNITY AWARDS PROGRAM 475
    NAUGATUCK VALLEY COMMUNITY COLLEGE FOUNDATION
    750 CHASE PARKWAY
    WATERBURY,CT06708     		    COMMUNITY AWARDS PROGRAM 150
    NAUGATUCK VALLEY SOUP KITCHEN
    92 HIGHLAND AVE
    NAUGAUCK,CT06770     		    GRANT 3,000
    NAUGATUCK YMCA
    284 CHURCH ST
    NAUGATUCK,CT06770     		    CONTRIBUTION 7,000
    NAUGATUCK YMCA
    284 CHURCH ST
    NAUGATUCK,CT06770     		    CONTRIBUTION 5,000
    NAUGATUCK YMCA
    284 CHURCH ST
    NAUGATUCK,CT06770     		    GRANT 25,000
    NAUGATUCK YOUTH SERVICES
    13 SCOTT ST
    NAUGATUCK,CT06770     		    COMMUNITY AWARDS PROGRAM 275
    NEW BRITIAN MUSEUM OF AMERICAN ART
    56 LEXINGTON ST
    NEW BRITIAN,CT06052     		    CONTRIBUTION 2,500
    NEW HORIZONS INC
    37 BLISS MEMORIAL RD
    UNIONVILLE,CT06085     		    CONTRIBUTION 5,000
    NUTMEG BIG BROTHERS BIG SISTERS
    30 LAUREL ST
    HARTFORD,CT06106     		    GRANT 2,500
    NVCC FOUNDATION
    750 CHASE PARKWAY
    WATERBURY,CT06708     		    CONTRIBUTION 2,500
    OPERATION FUEL
    75 CHARTER OAK AVE SUITE 2-240
    HARTFORD,CT06106     		    GRANT 10,000
    OUR LADY OF MOUNT CARMEL SCHOOL
    115 LEWIS AVE
    MERIDEN,CT06451     		    COMMUNITY AWARDS PROGRAM 150
    OXFORD HISTORICAL SOCIETY INC
    PO BOX 582
    OXFORD,CT06478     		    COMMUNITY AWARDS PROGRAM 450
    OXFORD SPECIAL OLYMPICS
    13 LISBON TERR
    OXFORD,CT06478     		    COMMUNITY AWARDS PROGRAM 625
    OXFORD UNITED CHURCH OF CHRIST CONGREGATIONAL
    3 ACADEMY RD
    OXFORD,CT06478     		    COMMUNITY AWARDS PROGRAM 625
    PETER J FOLEY LITTLE LEAGUE
    PO BOX 452
    NAUGATUCK,CT06770     		    COMMUNITY AWARDS PROGRAM 650
    PINEBROOK ASSEMBLY OF GOD
    232 CITY HILL ST
    NAUGATUCK,CT06770     		    COMMUNITY AWARDS PROGRAM 225
    POLICE ACTIVITY LEAGUE OF WATERBURY INC
    64 DIVISION STREET
    WATERBURY,CT06704     		    CONTRIBUTION 150
    POMPERAUG RIVER WATERSHED COALITON-PRWC
    39 SHERMAN HILL RD SUITE C-103
    WOODBURY,CT06798     		    COMMUNITY AWARDS PROGRAM 425
    PROJECT PURPLE INC
    PO BOX 884
    SEYMOUR,CT06483     		    COMMUNITY AWARDS PROGRAM 275
    PROSPECT CONGREGATIONAL CHURCH
    25 CENTER ST
    PROSPECT,CT06712     		    COMMUNITY AWARDS PROGRAM 650
    PROSPECT SENIOR CENTER
    6 CENTER ST
    PROSPECT,CT06712     		    COMMUNITY AWARDS PROGRAM 675
    PUBLIC LIBRARY ASSOC OF CHESHIRE
    104 MAINS ST
    CHESHIRE,CT06410     		    CONTRIBUTION 150
    REACH OUT AND READ INC
    89 SOUTH ST SUITE 201
    BOSTON,MA02111     		    CONTRIBUTION 5,500
    RESTORE WITH THE ARTS INC
    72 ORCHARD STREET
    MERIDEN,CT06450     		    CONTRIBUTION 150
    RONALD MCDONALD HOUSE OF CONNECTICUT
    860 HOWARD AVE
    NEW HAVEN,CT06519     		    COMMUNITY AWARDS PROGRAM 200
    SAFE HAVEN OF GREATER WATERBURY INC
    29 CERNTRAL AVE PO BOX 1503
    WATERBURY,CT06721     		    GRANT 2,500
    SAINT MARY'S HOSPITAL FOUNDATION
    56 FRANKLIN ST
    WATERBURY,CT06706     		    COMMUNITY AWARDS PROGRAM 200
    SAINT MARY'S HOSPITAL FOUNDATION
    56 FRANKLIN ST
    WATERBURY,CT06706     		    CONTRIBUTION 2,500
    SAINT MARY'S HOSPITAL FOUNDATION
    56 FRANKLIN ST
    WATERBURY,CT06706     		    CONTRIBUTION 20,000
    SAINT VINCENT FERRER CHURCH
    1006 NEW HAVEN ROAD ROUTE 63
    NAUGATUCK,CT06770     		    COMMUNITY AWARDS PROGRAM 1,100
    SAVE GIRLS ON FYER INC
    276 HIGHLAND AVE
    WATERBURY,CT06708     		    CONTRIBUTION 5,000
    SEVEN ANGELS THEATER HAMILTON PARK PAVILLION
    PO BOX 3358
    WATERBURY,CT06705     		    CONTRIBUTION 1,500
    SEYMOUR PINK INC
    100 WALNUT ST
    SEYMOUR,CT06483     		    COMMUNITY AWARDS PROGRAM 600
    SEYMOUR TRADITION INC
    27 WOOD ST
    SEYMOUR,CT06483     		    COMMUNITY AWARDS PROGRAM 150
    SHAKESPERIENCE PRODUCTIONS INC
    117 BANK ST
    WATERBURY,CT06702     		    GRANT 5,000
    SOUTH MERIDEN FESTIVALS INC
    96 GODED HILL RD
    MERIDEN,CT06451     		    COMMUNITY AWARDS PROGRAM 150
    SPANISH COMMUNITY OF WALLINGFORD
    284 WASHINGTON ST
    WALLINGFORD,CT06492     		    COMMUNITY AWARDS PROGRAM 150
    SPECIAL OLYMPICS OF CONNECICUT INC
    2666 STATE ST SUITE 1
    HAMDEN,CT06517     		    GRANT 2,500
    ST BRIDGET SCHOOL
    171 MAIN ST
    CHESHIRE,CT06410     		    COMMUNITY AWARDS PROGRAM 475
    ST FRANCIS OF ASSISI CHURCH
    318 CHURCH ST
    NAUGATUCK,CT06770     		    COMMUNITY AWARDS PROGRAM 2,700
    ST GEORGES EPISCOPAL CHURCH
    393 TUCKER HILL RD
    MIDDLEBURY,CT06762     		    COMMUNITY AWARDS PROGRAM 200
    ST JOHN OF THE MIDDION TROP
    1321 WHITTEMORE RD
    MIDDLEBURY,CT06762     		    COMMUNITY AWARDS PROGRAM 975
    ST MICHAELS PARISH
    210 CHURCH STREET
    NAUGATUCK,CT06770     		    COMMUNITY AWARDS PROGRAM 150
    ST PETERS EPISCOPAL CHURCH
    59 MAIN ST
    CHESHIRE,CT06410     		    CONTRIBUTION 275
    ST ANTHONY CHURCH
    4 UNION CITY RD
    PROSPECT,CT06712     		    COMMUNITY AWARDS PROGRAM 1,225
    ST JOHN SCHOOL
    760 MAIN STREET
    WATERTOWN,CT06795     		    COMMUNITY AWARDS PROGRAM 400
    ST VINCENT DEPAUL MISSION OF WATERBURY
    PO BOX 1612
    WATERBURY,CT06702     		    COMMUNITY AWARDS PROGRAM 475
    STAYWELL HEALTHCARE INC
    80 PHENIX AVE
    WATERBURY,CT06702     		    CONTRIBUTION 5,000
    TEAM BETA- NONNEWAUG HIGH SCHOOL
    5 MINORTOWN RD
    WOODBURY,CT06798     		    COMMUNITY AWARDS PROGRAM 575
    TEAM INC
    30 ELIZABETH ST
    DERBY,CT06418     		    CONTRIBUTION 2,500
    TEAM INC
    30 ELIZABETH ST
    DERBY,CT06418     		    GRANT 5,000
    THE ANIMAL HAVEN INC
    89 MILL ROAD
    NORTH HAVEN,CT06473     		    COMMUNITY AWARDS PROGRAM 575
    THE COVE CENTER FOR GRIEVING CHILDREN
    250 PMEROY AVENUE SUITE 107
    MERIDEN,CT06450     		    CONTRIBUTION 200
    THE PALACE THEATER GROUP INC
    100 EAST MAIN ST
    WATERBURY,CT06702     		    COMMUNITY AWARDS PROGRAM 600
    THE RONALD PERILLE JR MEMORIAL FOUNDATION INC
    PO BOX 6311
    WOLCOTT,CT06716     		    CONTRIBUTION 150
    THE SALVATION ARMY
    74 CENTRAL AVE
    WATERBURY,CT06702     		    CONTRIBUTION 2,500
    THERESAS BATTLESHIP FOUNDATION INC
    367 BEACON HILL DR
    CHESHIRE,CT06410     		    COMMUNITY AWARDS PROGRAM 1,325
    THREE SAINTS ORTHODOX CHURCH
    26 HOWARD AVE
    ANSOINA,CT06401     		    COMMUNITY AWARDS PROGRAM 750
    TOWN OF FARMINGTON
    1 MONTEITH DRIVE
    FARMINGTON,CT06032     		    GRANT 1,500
    UNITED WAY OF GREATER WATERBURY
    100 NORTH ELM ST
    WATERBURY,CT06702     		    GRANT 5,000
    UNITED WAY OF GREATER WATERBURY
    100 NORTH ELM ST
    WATERBURY,CT06702     		    GRANT 5,000
    UNITED WAY OF GREATER WATERBURY
    100 NORTH ELM ST
    WATERBURY,CT06702     		    ANNUAL - 2020 CAMPAIGN 5,000
    UNITED WAY OF MERIDEN & WALLINGFORD INC
    35 PLEASANT ST SUITE 1E
    MERIDEN,CT06450     		    ANNUAL - 2020 CAMPAIGN 3,300
    UNITED WAY OF SOUTHINGTON INC
    35 NORTH MAIN ST SUITE 39A
    SOUTHINGTON,CT06489     		    ANNUAL - 2020 CAMPAIGN 3,050
    UNITED WAY OF WESTERN CT INC
    301 MAIN STREET SUITE 25
    DANBURY,CT06810     		    ANNUAL - 2020 CAMPAIGN 1,725
    VOICE OF ART INC
    71 WOODLAND RIDGE
    MERIDEN,CT06450     		    COMMUNITY AWARDS PROGRAM 150
    WALLINGFORD EMERGENCY SHELTER INC
    123 QUINNIPIAC STREET
    WALLINGFORD,CT06492     		    COMMUNITY AWARDS PROGRAM 150
    WALLINGFORD HISTORIC PRESERVATION TRUST
    54 NORTH ELM STREET
    WALLINGFORD,CT06492     		    CONTRIBUTION 150
    WATERBURY ARC INC
    1929 EAST MAIN ST
    WATERBURY,CT06702     		    COMMUNITY AWARDS PROGRAM 350
    WATERBURY BALLET COMPANY
    PO BOX 3263
    WATERBURY,CT06705     		    COMMUNITY AWARDS PROGRAM 175
    WATERBURY SYMPHONY ORCHESTRA
    160 ROBBINS ST
    WATERBURY,CT06708     		    GRANT 6,000
    WATERBURY YOUTH SERVICES INC
    83 PROSPECT ST
    WATERBURY,CT06702     		    GRANT 5,000
    WELLMORE INC
    141 E MAIN ST
    WATERBURY,CT06702     		    CONTRIBUTION 7,500
    WELLMORE INC
    141 E MAIN ST
    WATERBURY,CT06702     		    GRANT 5,000
    WESTERN CT AREA AGENCY ON AGING INC
    84 PROGRESS LANE 2ND FL
    WATERBURY,CT06702     		    CONTRIBUTION 2,500
    WESTOVER SCHOOL INC
    1237 WHITTEMORE RD
    MIDDLEBURY,CT06762     		    CONTRIBUTION 150
    WHISKERS PET RESCUE INC
    229 BACON POND RD
    WOODBURY,CT06798     		    COMMUNITY AWARDS PROGRAM 1,075
    WHISKERS PET RESCUE INC
    229 BACON POND RD
    WOODBURY,CT06798     		    GRANT 2,000
    WOMENS BUSINESS DEVELOPMENT COUNCIL INC
    184 BEDFORD ST SUITE 201
    STAMFORD,CT06901     		    GRANT 10,000
    WOMENS BUSINESS DEVELOPMENT COUNCIL INC
    184 BEDFORD ST SUITE 201
    STAMFORD,CT06901     		    CONTRIBUTION 3,000
    WOODBURY SCHOLARSHIP FUND
    PO BOX 716
    WOODBURY,CT06798     		    COMMUNITY AWARDS PROGRAM 275
    WOODBURY-BETHLEHEM COMMUNITY MUSIC FOUNDATION
    PO BOX 820
    WOODBURY,CT06798     		    COMMUNITY AWARDS PROGRAM 225
    Total .................................bullet 3a 975,803
    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 ...........     		    14 838  
    4 Dividends and interest from securities....     14 464,628  
    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.....     14    
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 1,291,897  
    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 1,757,363 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,757,363
    (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
    ION BANK FOUNDATION INC
     
    Employer identification number

    06-1513293
    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
    ION BANK FOUNDATION INC
          		Employer identification number
    06-1513293
    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
    ION FINANCIAL MHC
     
    251 CHURCH STREET
     
    NAUGATUCK, CT06770

    		$ 427


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

    		$  


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

    		$  


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

    		$  


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

    		$  


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

    		$  


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

    06-1513293
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    ION BANK FOUNDATION INC
          		Employer identification number

    06-1513293
    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:
    ION BANK FOUNDATION INC
    EIN:
    06-1513293
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 1,300 650   650

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    ION BANK FOUNDATION INC
    EIN:
    06-1513293
    Name of Stock End of Year Book Value End of Year Fair Market Value
    CORPORATE STOCK 1,031,909 1,031,909

    TY 2020 InvestmentsOtherSchedule2
    Name:
    ION BANK FOUNDATION INC
    EIN:
    06-1513293
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MUTUAL FUNDS AT COST 9,259,169 9,259,169
    MONEY MARKET MUTUAL FUNDS AT COST 481,851 481,851

    TY 2020 OtherDecreasesSchedule
    Name:
    ION BANK FOUNDATION INC
    EIN:
    06-1513293
    Description Amount
    UNREALIZED GAIN (LOSS) ON INVESTMENT SECURITIES 952,594


    TY 2020 OtherExpensesSchedule
    Name:
    ION BANK FOUNDATION INC
    EIN:
    06-1513293
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    COMMUNITY AWARD PROGRAM 0 0   0
    MAINTENANCE 2,379 0   0
    OFFICE 13,423 0   0
    INSURANCE 1,000 0   1,000


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    ION BANK FOUNDATION INC
    EIN:
    06-1513293
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADMINISTRATIVE FEES 22,616 1,616   21,000
    OTHER FEES 50 25   25