Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
THE ANTONACCI FAMILY FOUNDATION
FOR CHARITABLE GIVING INC
Number and street (or P.O. box number if mail is not delivered to street address)15 MULLEN ROAD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ENFIELD, CT06082
A Employer identification number

06-1414354
B Telephone number (see instructions)

(860) 746-3242
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$14,959,124J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 1,665,000
2 Check bullet.............
3 Interest on savings and temporary cash investments 17,722 17,722  
4 Dividends and interest from securities... 124,465 124,465  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 20,960
b Gross sales price for all assets on line 6a 83,011
7 Capital gain net income (from Part IV, line 2)... 20,960
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)....... Click to see attachment -106,171 0  
12 Total. Add lines 1 through 11........ 1,721,976 163,147  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 3,949 1,975   1,974
b Accounting fees (attach schedule)....... Click to see attachment 5,000 2,500   2,500
c Other professional fees (attach schedule).... Click to see attachment 16,670 16,670   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 3,334 0   0
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 691 691   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 29,644 21,836   4,474
25 Contributions, gifts, grants paid....... 1,450,017 1,450,017
26 Total expenses and disbursements. Add lines 24 and 25 1,479,661 21,836   1,454,491
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 242,315
b Net investment income (if negative, enter -0-) 141,311
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............. 36,112 230,811 230,811
2 Savings and temporary cash investments......... 2,663,485 2,622,793 2,622,793
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)....... 6,016,668 Click to see attachment8,329,569 8,329,569
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).......... 3,444,803 Click to see attachment3,775,951 3,775,951
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 12,161,068 14,959,124 14,959,124
Liabilities 17 Accounts payable and accrued expenses..........   50
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 50
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........... 12,161,068 14,959,074
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)..... 12,161,068 14,959,074
30 Total liabilities and net assets/fund balances (see instructions). 12,161,068 14,959,124
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
12,161,068
2
Enter amount from Part I, line 27a .....................
2
242,315
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
2,555,691
4
Add lines 1, 2, and 3 ..........................
4
14,959,074
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
14,959,074
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 FIDELITY LONG TERM REALIZED GAIN P    
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 83,011   62,051 20,960
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       20,960
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 20,960
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 1,964
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 1,964
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 1,964
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 2,760
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 2,760
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 5
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 791
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet791 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletCT
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletFRANK ANTONACCI Telephone no.bullet (860) 746-3242

    Located atbullet15 MULLEN ROADENFIELDCT ZIP+4bullet06082
    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
    FRANK ANTONACCI PRESIDENT
    1.00     		0 0 0
    15 MULLEN ROAD
    ENFIELD,CT06082
    GERALD ANTONACCI VICE PRESIDENT/SECRETARY
    1.00     		0 0 0
    15 MULLEN ROAD
    ENFIELD,CT06082
    FRANK M ANTONACCI DIRECTOR
    1.00     		0 0 0
    15 MULLEN ROAD
    ENFIELD,CT06082
    ED SPINELLA ESQ DIRECTOR
    1.00     		0 0 0
    15 MULLEN ROAD
    ENFIELD,CT06082
    GUY ANTONACCI DIRECTOR
    1.00     		0 0 0
    15 MULLEN ROAD
    ENFIELD,CT06082
    CHRISTOPHER ANTONACCI DIRECTOR
    1.00     		0 0 0
    15 MULLEN ROAD
    ENFIELD,CT06082
    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 THE FOUNDATION PROVIDES FUNDS TO NON-PROFIT CHARITIES AND CHURCHES AS DIRECTED BY THE BOARD. THE FOUNDATION MAINTAINS NO SIGNIFICANT INVOLVEMENT IN THE ORGANIZATIONS THAT IT FUNDS. 1,029,702
    2 DURING THE PANDEMIC THE FOUNDATION ACCEPTED APPLICATIONS FOR FINANCIAL NEED AND DISTRIBUTED SMALL PAYMENTS UPON APPROVAL. 420,315
    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
    8,269,846
    b
    Average of monthly cash balances.......................
    1b
    2,068,105
    c
    Fair market value of all other assets (see instructions)................
    1c
    1,131,791
    d
    Total (add lines 1a, b, and c).........................
    1d
    11,469,742
    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
    11,469,742
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    172,046
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    11,297,696
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    564,885
    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
    564,885
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    1,964
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,964
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    562,921
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    562,921
    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
    562,921
    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
    1,454,491
    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
    1,454,491
    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
    1,454,491
    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 7 562,921
    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......  
    b From 2016......  
    c From 2017...... 6,159
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........ 6,159
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 1,454,491
    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..... 562,921
    e Remaining amount distributed out of corpus 891,570
    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 5 897,729
    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) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		897,729
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017.... 6,159
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020.... 891,570
    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 email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    15-40 CONNECTION
    PO BOX 1153
    WESTBOROUGH,MA01581     		  PC CHARITY 1,000
    ALBERT SOLNIT CHILDREN'S CENTER
    36 GARDNER ST
    EAST WINDSOR,CT06088     		  PC CHARITY 500
    ALEX'S ARMY CCF
    5501 MERCHANTS VIEW SQUARE SUITE
    758
    HAYMARKET,VA20169     		  PC CHARITY 500
    ALL SAINTS CHURCH
    3202 504 N CAMDEN DR
    BEVERLY HILLS,CA90210     		  PC CHARITY 5,000
    ALLIANCE FOR COMMUNITY
    1070 PARK AVE
    BRIDGEPORT,CT06604     		  PC CHARITY 500
    AMERICAN BRAIN TUMOR ASSOCIATION
    8550 W BRYN MAWR AVE
    CHICAGO,IL60631     		  PC CHARITY 250
    AMERICAN INTERNATIONAL COLLEGE
    1000 STATE ST
    SPRINGFIELD,MA01109     		  PC CHARITY 10,000
    ANNUAL CATHOLIC APPEAL
    197 BROADWAY
    NORWICH,CT06360     		  PC CHARITY 20,000
    ASNUNTUCK COM COLLEGE FOUND
    170 ELM STREET
    ENFIELD,CT06082     		  PC CHARITY 5,000
    BAY PATH UNIVERSITY
    588 LONGMEADOW STREET
    LONGMEADOW,MA01106     		  PC CHARITY 30,000
    BAYSTATE HEALTH FOUNDATION
    100 CROSBY PARKWAY KGIH
    COVINGTON,KY41015     		  PC CHARITY 52,000
    BETA LOTA BOULE
    701 COTTAGE GROVE ROAD SUITE C10
    BLOOMFIELD,CT06002     		  PC CHARITY 2,000
    BISHOP ANTHONY T MAFFEO
    PO BOX 628
    SOMERS,CT060710628     		  PC CHARITY 2,000
    CANCER CONNECTION
    41 LOCUST STREET
    NORTHAMPTON,MA01060     		  PC CHARITY 1,200
    CHRISTINAS HOUSE
    1000 WEST COLUMBUS AVE
    SPRINGFIELD,MA01101     		  PC CHARITY 750
    CONN RIVER CONSERVANCY
    15 BANK ROW
    GREENFIELD,MA01301     		  PC CHARITY 5,000
    COOLEY DICKINSON HEALTH CARE
    PO BOX 329
    NORTHAMPTON,MA01061     		  PC CHARITY 1,886
    COVID-19 DISASTER PAYMENTS TO INDIVIDUALS
    15 MULLEN ROAD
    ENFIELD,CT06082     		  PC CHARITY 420,315
    CROSIER FATHERS AND BROTHERS
    PO BOX 500
    ONAMIA,MN56359     		  PC CHARITY 500
    CSMG
    975 MIDDLE STREET
    MIDDLETOWN,CT06457     		  PC CHARITY 1,000
    CT FOOD BANK
    229 MOUNTAIN GROVE ST
    BRIDGEPORT,CT06605     		  PC CHARITY 250,500
    DANA FARBER CANCER INSTITUTE
    450 BROOKLINE AVE
    BOSTON,MA02215     		  PC CHARITY 20,000
    EBOURCIER CREATIVE
    24 BASS DRIVE
    ENFIELD,CT06082     		  PC CHARITY 3,750
    ENFIELD ADULT & CONTINUING EDUCATION
    124 N MAPLE ST
    ENFIELD,CT06082     		  PC CHARITY 2,000
    ENFIELD FAMILY RESOURCE CENTER
    1318 ENFIELD STREET
    ENFIELD,CT06082     		  PC CHARITY 12,500
    ENFIELD LOAVES & FISHES INC
    PO BOX 544
    ENFIELD,CT06082     		  PC CHARITY 15,000
    EREF
    3301 BENSON DR SUITE 101
    RALEIGH,NC27609     		  PC CHARITY 25,000
    FACS
    467 BLOOMFIELD AVENUE
    BLOOMFIELD,CT06002     		  PC CHARITY 5,000
    FIDELCO GUIDE DOG FOUNDATION
    27 CANNON RD
    WILTON,CT06897     		  PC CHARITY 3,500
    FOOD BANK OF WESTERN MA
    97 N HATFIELD RD
    HATFIELD,MA01038     		  PC CHARITY 126,000
    FOODSHARE CT
    450 WOODLAND AVE
    BLOOMFIELD,CT06002     		  PC CHARITY 130,000
    FOREST PARK ZOO
    293 SUMNER AVE
    SPRINGFIELD,MA01108     		  PC CHARITY 1,000
    FORMAN SCHOOL
    12 NORFOLK RD
    LITCHFIELD,CT06759     		  PC CHARITY 250
    FRANCISCAN MONASTERY
    PO BOX 980
    KENNEBUNKPORT,ME04046     		  PC CHARITY 500
    GREATER SPRFG HABITAT FOR HUMANITY
    268 COLD SPRING AVE
    WEST SPRINGFIELD,MA01089     		  PC CHARITY 250
    GREATER WATERBURY CHAMBER OF COMMERCE FOUNDATION
    PO BOX 1469
    WATERBURY,CT06721     		  PC CHARITY 1,500
    GREATER WATERBURY INTERFAITH MINISTRIES
    770 E MAIN ST
    WATERBURY,CT06702     		  PC CHARITY 1,000
    HAITIAN HEALTH FOUNDATION
    97 SHERMAN ST
    NORWICH,CT06360     		  PC CHARITY 1,000
    HAMDEN FOOD BANK
    11 PINE STREET
    HAMDEN,CT06514     		  PC CHARITY 2,500
    HARNESS HORSE YOUTH FOUND
    PO BOX 518
    VERSAILLES,KY40383     		  PC CHARITY 5,000
    HIGHBROW WOOD FIRED KITCHEN
    12 CRAFTS AVENUE
    NORTHAMPTON,MA01060     		  NC FEED HOSPITAL FIRST RESPONDERS 321
    HIGHLAND BEACH POLICE FOUNDATION
    PO BOX 812452
    BOCA RATON,FL33481     		  PC CHARITY 200
    HOMES FOR THE BRAVE
    655 PARK AVE
    BRIDGEPORT,CT06605     		  PC CHARITY 2,000
    HOUSE OF BREAD
    20507 DEVONSHIRE ST
    CHATSWORTH,CA91311     		  PC CHARITY 2,500
    IALCEF
    3254 TORRINGTON STREET
    TORRINGTON,CT06790     		  PC CHARITY 5,000
    INTERNATIONAL CATHOLIC RELIEF
    PO BOX 628
    SOMERS,CT06071     		  PC CHARITY 5,000
    JEWISH FEDERATION
    333 BLOOMFIELD AVE SUITE C
    W HARTFORD,CT06117     		  PC CHARITY 5,000
    LEGION OF CHRIST COLLEGE INC
    475 OAK AVENUE
    CHESHIRE,CT06410     		  PC CHARITY 250
    LINK TO LIBRARIES INC
    2 WILBRAHAM ROAD
    HAMPDEN,MA01036     		  PC CHARITY 1,500
    LITTLE SISTERS OF THE POOR
    363 ENFIELD STREET
    ENFIELD,CT06082     		  PC CHARITY 2,500
    LONGMEADOW EDUCATIONAL FOUND
    PO BOX 60782
    LONGMEADOW,MA01116     		  PC CHARITY 1,250
    MANDELL JCC
    335 BLOOMFIELD AVE
    WEST HARTFORD,CT06117     		  PC CHARITY 10,000
    MARYS PLACE
    6 POQUONOCK AVENUE
    WINDSOR,CT06095     		  PC CHARITY 1,000
    MCC FOUNDATION
    PO BOX 1046
    MANCHESTER,CT06045     		  PC CHARITY 5,000
    MEMORIAL SLOAN KETTERING
    PO BOX 5028
    HAGERSTOWN,MD21741     		  PC CHARITY 10,000
    MERCY MEDICAL CENTER
    271 CARERW STREET
    SPRINGFIELD,MA01102     		  PC CHARITY 1,000
    MPPA
    814 ELM STREET SUITE 513
    MANCHESTER,NH03101     		  PC CHARITY 2,000
    OPEN PANTRY COMMUNITY SRV INC
    PO BOX 5127
    SPRINGFIELD,MA01101     		  PC CHARITY 1,000
    ORPHAN DISEASE PATHWAY PROJECT
    162 WEST 56TH STREET SUITE 405
    NEW YORK,NY10019     		  PC CHARITY 25,000
    PMC- JIMMY FUND
    22 AVONDALE ROAD
    W HARTFORD,CT06117     		  PC CHARITY 250
    QUINNIPIAC UNIVERSITY
    275 MT CARMEL AVENUE
    HAMDEN,CT06518     		  PC CHARITY 20,000
    RACE TRACK CHAPLAINCY OF AMERICA
    2365 HARRODSBURG RD
    LEXINGTON,KY40504     		  PC CHARITY 2,500
    RONALD MCDONALD HOUSE OF SPFD
    34 CHAPIN TERRACE
    SPRINGFIELD,MA01107     		  PC CHARITY 12,500
    SAINT MARYS HOSPITAL
    25500 POINT LOOKOUT RD
    LEONARDTOWN,MD20650     		  PC CHARITY 3,250
    SAWYER FAMILY FOUNDATION
    2654 W HORIZON RIDGE PKWY 176
    HENDERSON,NV890522803     		  PC CHARITY 1,000
    SCSU
    501 CRESCENT ST
    NEW HAVEN,CT06515     		  PC CHARITY 5,000
    SERVICENET
    21 OLANDER DRIVE
    NORTHAMPTON,MA01060     		  PC CHARITY 1,500
    SOMERS BEAUTIFICATION COMMITTEE
    PO BOX 283
    SOMERS,CT06071     		  PC CHARITY 1,345
    SOMERS CULTURAL COMMISSION
    PO BOX 308
    SOMERS,CT06071     		  PC CHARITY 500
    SOMERS EDUCATION FOUNDATION
    P O BOX 624
    SOMERS,CT06071     		  PC CHARITY 10,000
    SOMERS VOLUNTEER FIRE DEPT
    400 MAIN ST
    SOMERS,CT06071     		  PC CHARITY 500
    SPECIAL OLYMPICS CONNECTICUT
    2666 STATE ST 1
    HAMDEN,CT06517     		  PC CHARITY 200
    SPRINGFIELD RESCUE MISSION
    10 MILL ST
    SPRINGFIELD,MA01108     		  PC CHARITY 250
    ST JUDES CHILDREN'S HOSPITAL
    301 ST JUDE PLACE
    MEMPHIS,TN38105     		  PC CHARITY 2,000
    ST MARYS CATHOLIC CHURCH
    1241 S CORNING ST
    LOS ANGELES,CA90035     		  PC CHARITY 5,000
    ST MICHAELS CATHOLIC CHURCH
    1016 W MANCHESTER AVE
    LOS ANGELES,CA90044     		  PC CHARITY 5,000
    ST BERNARD SCHOOL
    232 PEARL ST
    ENFIELD,CT06082     		  PC CHARITY 500
    STABLE OF MEMORIES INC
    1520 LEXINGTON ROD
    GEORGETOWN,KY40324     		  PC CHARITY 500
    STANDARDBRED RETIREMENT FOUNDATION
    42 ARNEYTOWN-HORNERSTOWN ROAD
    CREAM RIDGE,NJ08514     		  PC CHARITY - HORSES IN NEED 2,500
    THE ARTHRITIS FOUNDATION
    1355 PEACHTREE ST NE SUITE 600
    ATLANTA,GA30309     		  PC CHARITY 1,000
    THE DREAM FOUNDATION
    1528 CHAPALA ST 304
    SANTA BARBARA,CA93101     		  PC CHARITY 2,500
    THE SALVATION ARMY
    615 SLATERS LANE
    ALEXANDRIA,VA22314     		  PC CHARITY 2,500
    THE SHADOW FUND
    500 FEDERAL ST
    ANDOVER,MA01810     		  PC CHARITY 1,000
    THE SMILE TRAIN
    633 3RD AVE 9TH FLOOR
    NEW YORK,NY10017     		  PC CHARITY 500
    THE VILLAGE PLAYERS
    55 SCHOOL ST
    SOMERS,CT06071     		  PC CHARITY 300
    TRUSTEES OF BOSTON COLLEGE
    140 BEACON ST 1
    CHESTNUT HILL,MA02467     		  PC CHARITY 25,000
    UCONN FOUNDATION - ATHLETICS
    2111 HILLSIDE ROAD UNIT 1078
    STORRS MANSFIELD,CT06269     		  PC CHARITY 15,000
    UNIFY AGAINST BULLYING
    1350 MAIN ST SUITE 1214
    AGAWAM,MA01001     		  PC CHARITY 750
    UNIVERSITY OF SAINT JOSEPH
    1678 ASYLUM AVENUE
    WHARTFORD,CT06117     		  PC CHARITY 5,000
    USS CONSTITUTION MUSEUM
    4 FOX STREET
    NASHUA,NH03064     		  PC CHARITY 1,000
    WATERBURY POLICE ACTIVITY LEAGUE
    64 DIVISION ST
    WATERBURY,CT06704     		  PC CHARITY 10,000
    WILBRAHAM MONSON ACADEMY
    423 MAIN ST
    WILBRAHAM,MA01095     		  PC CHARITY 60,000
    YMCA OF GREATER SPRINGFIELD
    1500 MAIN ST
    SPRINGFIELD,MA01103     		  PC CHARITY 5,000
    Total .................................bullet 3a 1,450,017
    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 17,722  
    4 Dividends and interest from securities....     14 124,465  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 20,960  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aPARTNERSHIP LOSS     		    16 -106,171  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 56,976 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    56,976
    (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
    THE ANTONACCI FAMILY FOUNDATION
    FOR CHARITABLE GIVING INC
    Employer identification number

    06-1414354
    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
    THE ANTONACCI FAMILY FOUNDATION
    FOR CHARITABLE GIVING INC         		Employer identification number
    06-1414354
    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
    USA HAULING & RECYCLING INC
     
    15 MULLEN ROAD
     
    ENFIELD, CT06082

    		$ 1,665,000


    (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
    THE ANTONACCI FAMILY FOUNDATION
    FOR CHARITABLE GIVING INC         		Employer identification number

    06-1414354
    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
    THE ANTONACCI FAMILY FOUNDATION
    FOR CHARITABLE GIVING INC         		Employer identification number

    06-1414354
    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:
    THE ANTONACCI FAMILY FOUNDATION
     
    FOR CHARITABLE GIVING INC
    EIN:
    06-1414354
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 5,000 2,500   2,500

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    THE ANTONACCI FAMILY FOUNDATION
     
    FOR CHARITABLE GIVING INC
    EIN:
    06-1414354
    Name of Stock End of Year Book Value End of Year Fair Market Value
    INVESTMENT FIDELITY 8,329,569 8,329,569

    TY 2020 InvestmentsOtherSchedule2
    Name:
    THE ANTONACCI FAMILY FOUNDATION
     
    FOR CHARITABLE GIVING INC
    EIN:
    06-1414354
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    INVESTMENT HORIZON PARK APARTMENTS AT COST 141,098 141,098
    INVESTMENT KIMELMAN AT COST 1,734,831 1,734,831
    INVESTMENT- ADMIRAL MCM AT COST 93,374 93,374
    INVESTMENT - NEW VALLEY BANK AT COST 350,000 350,000
    INVESTMENT - BORDEN INVESTORS AT COST 195,922 195,922
    INVESTMENT - UBS AT COST 1,035,298 1,035,298
    INVESTMENT - VITALITY BIOPHARM AT COST 125,000 125,000
    INVESTMENT - ARORA ADVISORS AT COST 49,707 49,707
    INVESTMENT - ADMIRAL CW AT COST 50,721 50,721

    TY 2020 LegalFeesSchedule
    Name:
    THE ANTONACCI FAMILY FOUNDATION
     
    FOR CHARITABLE GIVING INC
    EIN:
    06-1414354
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 3,949 1,975   1,974


    TY 2020 OtherExpensesSchedule
    Name:
    THE ANTONACCI FAMILY FOUNDATION
     
    FOR CHARITABLE GIVING INC
    EIN:
    06-1414354
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MISC 360 360   0
    OFFICE 290 290   0
    INTEREST 41 41   0


    TY 2020 OtherIncomeSchedule2
    Name:
    THE ANTONACCI FAMILY FOUNDATION
     
    FOR CHARITABLE GIVING INC
    EIN:
    06-1414354
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    PARTNERSHIP LOSS -106,171   -106,171


    TY 2020 OtherIncreasesSchedule
    Name:
    THE ANTONACCI FAMILY FOUNDATION
     
    FOR CHARITABLE GIVING INC
    EIN:
    06-1414354
    Description Amount
    UNREALIZED GAIN 2,555,691


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    THE ANTONACCI FAMILY FOUNDATION
     
    FOR CHARITABLE GIVING INC
    EIN:
    06-1414354
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 16,670 16,670   0


    TY 2020 TaxesSchedule
    Name:
    THE ANTONACCI FAMILY FOUNDATION
     
    FOR CHARITABLE GIVING INC
    EIN:
    06-1414354
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAX 3,334 0   0