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
MERIDEN FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)123 BANK STREET
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WATERBURY, CT06702
A Employer identification number

06-6037849
B Telephone number (see instructions)

(860) 692-1751
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$26,167,551J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 2,112
2 Check bullet.............
3 Interest on savings and temporary cash investments 38 38  
4 Dividends and interest from securities... 423,750 423,750  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 419,402
b Gross sales price for all assets on line 6a 3,586,907
7 Capital gain net income (from Part IV, line 2)... 419,402
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........ 845,302 843,190  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 204,504 145,151   59,353
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 15,510 0   15,510
c Other professional fees (attach schedule).... Click to see attachment 8,640 0   8,640
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 9,703 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications.......... 86 0   86
23 Other expenses (attach schedule)....... Click to see attachment 31,025 0   31,025
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 269,468 145,151   114,614
25 Contributions, gifts, grants paid....... 1,179,776 1,179,776
26 Total expenses and disbursements. Add lines 24 and 25 1,449,244 145,151   1,294,390
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -603,942
b Net investment income (if negative, enter -0-) 698,039
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............. 115    
2 Savings and temporary cash investments......... 918,710 627,319 627,319
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.......... 13,526 5,297 5,297
10a Investments—U.S. and state government obligations (attach schedule) 664 Click to see attachment586 664
b Investments—corporate stock (attach schedule)....... 13,651,229 Click to see attachment12,942,991 18,688,975
c Investments—corporate bonds (attach schedule)....... 6,272,756 Click to see attachment6,676,865 6,845,296
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 20,857,000 20,253,058 26,167,551
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 20,620,768 20,062,389
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 236,232 190,669
29 Total net assets or fund balances (see instructions)..... 20,857,000 20,253,058
30 Total liabilities and net assets/fund balances (see instructions). 20,857,000 20,253,058
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
20,857,000
2
Enter amount from Part I, line 27a .....................
2
-603,942
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
20,253,058
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
20,253,058
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 FINANCIAL SELECT SECTOR SPDR FUND, 3,140. SHARES   2018-03-02 2020-03-03
b INVESCO SENIOR LOAN ETF, 5,751. SHARES   2018-03-02 2020-11-05
c JPMORGAN STRATEGIC INCOME OPPORTUNITIES FUND, 6,771.958 SHARES   2017-04-11 2020-08-14
d VANGUARD DIVIDEND APPRECIATION ETF, 1,038. SHARES   2016-06-08 2020-11-05
e VANGUARD DIVIDEND APPRECIATION ETF, 30. SHARES   2017-04-07 2020-11-05
VANGUARD DIVIDEND APPRECIATION ETF, 295. SHARES   2017-05-18 2020-11-05
FINANCIAL SELECT SECTOR SPDR FUND, 380. SHARES   2018-03-02 2020-03-03
INVESCO SENIOR LOAN ETF, 706. SHARES   2018-03-02 2020-11-05
JPMORGAN STRATEGIC INCOME OPPORTUNITIES FUND, 819.614 SHARES   2017-04-11 2020-08-14
VANGUARD DIVIDEND APPRECIATION ETF, 135. SHARES   2016-06-08 2020-11-05
VANGUARD DIVIDEND APPRECIATION ETF, 35. SHARES   2017-05-18 2020-11-05
FINANCIAL SELECT SECTOR SPDR FUND, 27. SHARES   2018-03-02 2020-03-03
INVESCO SENIOR LOAN ETF, 47. SHARES   2018-03-02 2020-11-05
JPMORGAN STRATEGIC INCOME OPPORTUNITIES FUND, 57.238 SHARES   2017-04-11 2020-08-14
VANGUARD DIVIDEND APPRECIATION ETF, 10. SHARES   2016-06-08 2020-11-05
FINANCIAL SELECT SECTOR SPDR FUND, 266. SHARES   2018-03-02 2020-03-03
INVESCO SENIOR LOAN ETF, 493. SHARES   2018-03-02 2020-11-05
JPMORGAN STRATEGIC INCOME OPPORTUNITIES FUND, 574.832 SHARES   2017-04-11 2020-08-14
VANGUARD DIVIDEND APPRECIATION ETF, 90. SHARES   2016-06-08 2020-11-05
VANGUARD DIVIDEND APPRECIATION ETF, 4. SHARES   2017-04-07 2020-11-05
VANGUARD DIVIDEND APPRECIATION ETF, 25. SHARES   2017-05-18 2020-11-05
FINANCIAL SELECT SECTOR SPDR FUND, 1,089. SHARES   2018-03-02 2020-03-03
INVESCO SENIOR LOAN ETF, 1,967. SHARES   2018-03-02 2020-11-05
JPMORGAN STRATEGIC INCOME OPPORTUNITIES FUND, 2,326.624 SHARES   2017-04-11 2020-08-14
JPMORGAN STRATEGIC INCOME OPPORTUNITIES FUND, 2,322.56 SHARES   2017-04-11 2020-12-16
VANGUARD DIVIDEND APPRECIATION ETF, 370. SHARES   2016-06-08 2020-11-05
VANGUARD DIVIDEND APPRECIATION ETF, 10. SHARES   2016-09-01 2020-11-05
VANGUARD DIVIDEND APPRECIATION ETF, 100. SHARES   2017-05-18 2020-11-05
VANGUARD S&P 500 ETF, 15. SHARES   2014-12-08 2020-12-15
FINANCIAL SELECT SECTOR SPDR FUND, 454. SHARES   2018-03-02 2020-03-03
INVESCO SENIOR LOAN ETF, 836. SHARES   2018-03-02 2020-11-05
JPMORGAN STRATEGIC INCOME OPPORTUNITIES FUND, 972.925 SHARES   2017-04-11 2020-08-14
VANGUARD DIVIDEND APPRECIATION ETF, 160. SHARES   2016-06-08 2020-11-05
VANGUARD DIVIDEND APPRECIATION ETF, 45. SHARES   2017-05-18 2020-11-05
VANGUARD S&P 500 ETF, 15. SHARES   2014-12-08 2020-12-23
FINANCIAL SELECT SECTOR SPDR FUND, 1,925. SHARES   2018-03-02 2020-03-03
INVESCO SENIOR LOAN ETF, 3,568. SHARES   2018-03-02 2020-11-05
JPMORGAN STRATEGIC INCOME OPPORTUNITIES FUND, 4,143.642 SHARES   2017-04-11 2020-08-14
JPMORGAN STRATEGIC INCOME OPPORTUNITIES FUND, 4,136.404 SHARES   2017-04-11 2020-12-16
VANGUARD DIVIDEND APPRECIATION ETF, 690. SHARES   2016-06-08 2020-11-05
VANGUARD DIVIDEND APPRECIATION ETF, 170. SHARES   2017-05-18 2020-11-05
VANGUARD S&P 500 ETF, 15. SHARES   2014-12-08 2020-12-15
FINANCIAL SELECT SECTOR SPDR FUND, 54. SHARES   2018-03-02 2020-03-03
INVESCO SENIOR LOAN ETF, 99. SHARES   2018-03-02 2020-11-05
JPMORGAN STRATEGIC INCOME OPPORTUNITIES FUND, 114.985 SHARES   2017-04-11 2020-08-14
VANGUARD DIVIDEND APPRECIATION ETF, 20. SHARES   2016-06-08 2020-11-05
VANGUARD DIVIDEND APPRECIATION ETF, 5. SHARES   2017-05-18 2020-11-05
FINANCIAL SELECT SECTOR SPDR FUND, 345. SHARES   2018-03-02 2020-03-03
GINNIE MAE I POOL GN 490800 6% 15 NOV 2028, 0. SHARES   1998-12-04 2020-01-15
GINNIE MAE I POOL GN 490800 6% 15 NOV 2028, 0. SHARES   1998-12-04 2020-02-18
GINNIE MAE I POOL GN 490800 6% 15 NOV 2028, 0. SHARES   1998-12-04 2020-03-16
GINNIE MAE I POOL GN 490800 6% 15 NOV 2028, 0. SHARES   1998-12-04 2020-04-15
GINNIE MAE I POOL GN 490800 6% 15 NOV 2028, 0. SHARES   1998-12-04 2020-05-15
GINNIE MAE I POOL GN 490800 6% 15 NOV 2028, 0. SHARES   1998-12-04 2020-06-15
GINNIE MAE I POOL GN 490800 6% 15 NOV 2028, 0. SHARES   1998-12-04 2020-07-15
GINNIE MAE I POOL GN 490800 6% 15 NOV 2028, 0. SHARES   1998-12-04 2020-08-17
GINNIE MAE I POOL GN 490800 6% 15 NOV 2028, 0. SHARES   1998-12-04 2020-09-15
GINNIE MAE I POOL GN 490800 6% 15 NOV 2028, 0. SHARES   1998-12-04 2020-10-15
GINNIE MAE I POOL GN 490800 6% 15 NOV 2028, 0. SHARES   1998-12-04 2020-11-16
GINNIE MAE I POOL GN 490800 6% 15 NOV 2028, 0. SHARES   1998-12-04 2020-12-15
INVESCO SENIOR LOAN ETF, 640. SHARES   2018-03-02 2020-11-05
JPMORGAN STRATEGIC INCOME OPPORTUNITIES FUND, 745.926 SHARES   2017-04-11 2020-08-14
JPMORGAN STRATEGIC INCOME OPPORTUNITIES FUND, 744.623 SHARES   2017-04-11 2020-12-16
VANGUARD DIVIDEND APPRECIATION ETF, 125. SHARES   2016-06-08 2020-11-05
VANGUARD DIVIDEND APPRECIATION ETF, 30. SHARES   2017-05-18 2020-11-05
VANGUARD S&P 500 ETF, 6. SHARES   2014-12-08 2020-12-15
FINANCIAL SELECT SECTOR SPDR FUND, 199. SHARES   2018-03-02 2020-03-03
INVESCO SENIOR LOAN ETF, 322. SHARES   2018-03-02 2020-11-05
JPMORGAN STRATEGIC INCOME OPPORTUNITIES FUND, 433.984 SHARES   2017-04-11 2020-08-14
VANGUARD DIVIDEND APPRECIATION ETF, 65. SHARES   2016-06-08 2020-11-05
VANGUARD DIVIDEND APPRECIATION ETF, 26. SHARES   2017-04-07 2020-11-05
FINANCIAL SELECT SECTOR SPDR FUND, 70. SHARES   2018-03-02 2020-03-03
INVESCO SENIOR LOAN ETF, 270. SHARES   2018-03-02 2020-11-05
JPMORGAN STRATEGIC INCOME OPPORTUNITIES FUND, 316.672 SHARES   2017-04-11 2020-08-14
VANGUARD DIVIDEND APPRECIATION ETF, 50. SHARES   2016-06-08 2020-11-05
VANGUARD DIVIDEND APPRECIATION ETF, 15. SHARES   2017-05-18 2020-11-05
FINANCIAL SELECT SECTOR SPDR FUND, 98. SHARES   2018-03-02 2020-03-03
INVESCO SENIOR LOAN ETF, 181. SHARES   2018-03-02 2020-11-05
JPMORGAN STRATEGIC INCOME OPPORTUNITIES FUND, 215.665 SHARES   2017-04-11 2020-08-14
VANGUARD DIVIDEND APPRECIATION ETF, 35. SHARES   2016-06-08 2020-11-05
VANGUARD DIVIDEND APPRECIATION ETF, 4. SHARES   2017-04-07 2020-11-05
VANGUARD DIVIDEND APPRECIATION ETF, 5. SHARES   2017-05-18 2020-11-05
FINANCIAL SELECT SECTOR SPDR FUND, 39. SHARES   2018-03-02 2020-03-03
INVESCO SENIOR LOAN ETF, 68. SHARES   2018-03-02 2020-11-05
JPMORGAN STRATEGIC INCOME OPPORTUNITIES FUND, 81.201 SHARES   2017-04-11 2020-08-14
VANGUARD DIVIDEND APPRECIATION ETF, 14. SHARES   2016-06-08 2020-11-05
CLASS ACTION SETTLEMENT, 0. SHARES   2020-08-14 2020-08-14
VANGUARD DIVIDEND APPRECIATION ETF, 3. SHARES   2017-05-18 2020-11-05
FINANCIAL SELECT SECTOR SPDR FUND, 66. SHARES   2018-03-02 2020-03-03
INVESCO SENIOR LOAN ETF, 123. SHARES   2018-03-02 2020-11-05
JPMORGAN STRATEGIC INCOME OPPORTUNITIES FUND, 142.653 SHARES   2017-04-11 2020-08-14
VANGUARD DIVIDEND APPRECIATION ETF, 25. SHARES   2016-06-08 2020-11-05
VANGUARD DIVIDEND APPRECIATION ETF, 5. SHARES   2017-05-18 2020-11-05
FINANCIAL SELECT SECTOR SPDR FUND, 1,042. SHARES   2018-03-02 2020-03-03
INVESCO SENIOR LOAN ETF, 1,909. SHARES   2018-03-02 2020-11-05
JPMORGAN STRATEGIC INCOME OPPORTUNITIES FUND, 2,251.008 SHARES   2017-04-11 2020-08-14
VANGUARD DIVIDEND APPRECIATION ETF, 342. SHARES   2016-06-08 2020-11-05
VANGUARD DIVIDEND APPRECIATION ETF, 110. SHARES   2017-05-18 2020-11-05
FINANCIAL SELECT SECTOR SPDR FUND, 90. SHARES   2018-03-02 2020-03-03
INVESCO SENIOR LOAN ETF, 164. SHARES   2018-03-02 2020-11-05
JPMORGAN STRATEGIC INCOME OPPORTUNITIES FUND, 192.822 SHARES   2017-04-11 2020-08-14
VANGUARD DIVIDEND APPRECIATION ETF, 30. SHARES   2016-06-08 2020-11-05
VANGUARD DIVIDEND APPRECIATION ETF, 11. SHARES   2017-04-07 2020-11-05
FINANCIAL SELECT SECTOR SPDR FUND, 5,293. SHARES   2018-03-02 2020-03-03
INVESCO SENIOR LOAN ETF, 9,792. SHARES   2018-03-02 2020-11-05
JPMORGAN STRATEGIC INCOME OPPORTUNITIES FUND, 11,371.519 SHARES   2017-04-11 2020-08-14
VANGUARD DIVIDEND APPRECIATION ETF, 1,860. SHARES   2016-06-08 2020-11-05
VANGUARD DIVIDEND APPRECIATION ETF, 505. SHARES   2017-05-18 2020-11-05
SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF, 25. SHARES   2019-12-17 2020-01-22
FINANCIAL SELECT SECTOR SPDR FUND, 1,999. SHARES   2018-03-02 2020-03-03
GINNIE MAE I POOL GN 490800 6% 15 NOV 2028, 0. SHARES   1998-12-04 2020-01-15
GINNIE MAE I POOL GN 490800 6% 15 NOV 2028, 0. SHARES   1998-12-04 2020-02-18
GINNIE MAE I POOL GN 490800 6% 15 NOV 2028, 0. SHARES   1998-12-04 2020-03-16
GINNIE MAE I POOL GN 490800 6% 15 NOV 2028, 0. SHARES   1998-12-04 2020-04-15
GINNIE MAE I POOL GN 490800 6% 15 NOV 2028, 0. SHARES   1998-12-04 2020-05-15
GINNIE MAE I POOL GN 490800 6% 15 NOV 2028, 0. SHARES   1998-12-04 2020-06-15
GINNIE MAE I POOL GN 490800 6% 15 NOV 2028, 0. SHARES   1998-12-04 2020-07-15
GINNIE MAE I POOL GN 490800 6% 15 NOV 2028, 0. SHARES   1998-12-04 2020-08-17
GINNIE MAE I POOL GN 490800 6% 15 NOV 2028, 0. SHARES   1998-12-04 2020-09-15
GINNIE MAE I POOL GN 490800 6% 15 NOV 2028, 0. SHARES   1998-12-04 2020-10-15
GINNIE MAE I POOL GN 490800 6% 15 NOV 2028, 0. SHARES   1998-12-04 2020-11-16
GINNIE MAE I POOL GN 490800 6% 15 NOV 2028, 0. SHARES   1998-12-04 2020-12-15
INVESCO SENIOR LOAN ETF, 3,701. SHARES   2018-03-02 2020-11-05
JPMORGAN STRATEGIC INCOME OPPORTUNITIES FUND, 4,297.338 SHARES   2017-04-11 2020-08-14
VANGUARD DIVIDEND APPRECIATION ETF, 500. SHARES   2016-06-08 2020-11-05
VANGUARD DIVIDEND APPRECIATION ETF, 200. SHARES   2017-05-18 2020-11-05
FINANCIAL SELECT SECTOR SPDR FUND, 117. SHARES   2018-03-02 2020-03-03
INVESCO SENIOR LOAN ETF, 209. SHARES   2018-03-02 2020-11-05
JPMORGAN STRATEGIC INCOME OPPORTUNITIES FUND, 252.642 SHARES   2017-04-11 2020-08-14
VANGUARD DIVIDEND APPRECIATION ETF, 40. SHARES   2016-06-08 2020-11-05
VANGUARD DIVIDEND APPRECIATION ETF, 12. SHARES   2017-05-18 2020-11-05
FINANCIAL SELECT SECTOR SPDR FUND, 247. SHARES   2018-03-02 2020-03-03
INVESCO SENIOR LOAN ETF, 449. SHARES   2018-03-02 2020-11-05
JPMORGAN STRATEGIC INCOME OPPORTUNITIES FUND, 533.878 SHARES   2017-04-11 2020-08-14
VANGUARD DIVIDEND APPRECIATION ETF, 87. SHARES   2016-06-08 2020-11-05
VANGUARD DIVIDEND APPRECIATION ETF, 20. SHARES   2017-05-18 2020-11-05
FINANCIAL SELECT SECTOR SPDR FUND, 196. SHARES   2018-03-02 2020-03-03
INVESCO SENIOR LOAN ETF, 359. SHARES   2018-03-02 2020-11-05
JPMORGAN STRATEGIC INCOME OPPORTUNITIES FUND, 425.692 SHARES   2017-04-11 2020-08-14
VANGUARD DIVIDEND APPRECIATION ETF, 66. SHARES   2016-06-08 2020-11-05
VANGUARD DIVIDEND APPRECIATION ETF, 20. SHARES   2017-05-18 2020-11-05
FINANCIAL SELECT SECTOR SPDR FUND, 537. SHARES   2018-03-02 2020-03-03
INVESCO SENIOR LOAN ETF, 993. SHARES   2018-03-02 2020-11-05
JPMORGAN STRATEGIC INCOME OPPORTUNITIES FUND, 1,154.316 SHARES   2017-04-11 2020-08-14
VANGUARD DIVIDEND APPRECIATION ETF, 190. SHARES   2016-06-08 2020-11-05
VANGUARD DIVIDEND APPRECIATION ETF, 50. SHARES   2017-05-18 2020-11-05
FINANCIAL SELECT SECTOR SPDR FUND, 105. SHARES   2018-03-02 2020-03-03
INVESCO SENIOR LOAN ETF, 198. SHARES   2018-03-02 2020-11-05
JPMORGAN STRATEGIC INCOME OPPORTUNITIES FUND, 234.68 SHARES   2017-04-11 2020-08-14
VANGUARD DIVIDEND APPRECIATION ETF, 37. SHARES   2016-06-08 2020-11-05
VANGUARD DIVIDEND APPRECIATION ETF, 10. SHARES   2017-05-18 2020-11-05
FINANCIAL SELECT SECTOR SPDR FUND, 478. SHARES   2018-03-02 2020-03-03
INVESCO SENIOR LOAN ETF, 874. SHARES   2018-03-02 2020-11-05
JPMORGAN STRATEGIC INCOME OPPORTUNITIES FUND, 1,034.474 SHARES   2017-04-11 2020-08-14
VANGUARD DIVIDEND APPRECIATION ETF, 158. SHARES   2016-06-08 2020-11-05
VANGUARD DIVIDEND APPRECIATION ETF, 50. SHARES   2017-05-18 2020-11-05
FINANCIAL SELECT SECTOR SPDR FUND, 66. SHARES   2018-03-02 2020-03-03
INVESCO SENIOR LOAN ETF, 119. SHARES   2018-03-02 2020-11-05
JPMORGAN STRATEGIC INCOME OPPORTUNITIES FUND, 142.92 SHARES   2017-04-11 2020-08-14
VANGUARD DIVIDEND APPRECIATION ETF, 24. SHARES   2016-06-08 2020-11-05
VANGUARD DIVIDEND APPRECIATION ETF, 5. SHARES   2017-05-18 2020-11-05
FINANCIAL SELECT SECTOR SPDR FUND, 976. SHARES   2018-03-02 2020-03-03
INVESCO SENIOR LOAN ETF, 1,792. SHARES   2018-03-02 2020-11-05
JPMORGAN STRATEGIC INCOME OPPORTUNITIES FUND, 2,113.259 SHARES   2017-04-11 2020-08-14
VANGUARD DIVIDEND APPRECIATION ETF, 334. SHARES   2016-06-08 2020-11-05
VANGUARD DIVIDEND APPRECIATION ETF, 90. SHARES   2017-05-18 2020-11-05
FINANCIAL SELECT SECTOR SPDR FUND, 925. SHARES   2018-03-02 2020-03-03
INVESCO SENIOR LOAN ETF, 1,713. SHARES   2018-03-02 2020-11-05
JPMORGAN STRATEGIC INCOME OPPORTUNITIES FUND, 1,989.914 SHARES   2017-04-11 2020-08-14
JPMORGAN STRATEGIC INCOME OPPORTUNITIES FUND, 1,986.438 SHARES   2017-04-11 2020-12-16
VANGUARD DIVIDEND APPRECIATION ETF, 330. SHARES   2016-06-08 2020-11-05
VANGUARD DIVIDEND APPRECIATION ETF, 85. SHARES   2017-05-18 2020-11-05
FINANCIAL SELECT SECTOR SPDR FUND, 105. SHARES   2018-03-02 2020-03-03
INVESCO SENIOR LOAN ETF, 195. SHARES   2018-03-02 2020-11-05
JPMORGAN STRATEGIC INCOME OPPORTUNITIES FUND, 225.997 SHARES   2017-04-11 2020-08-14
VANGUARD DIVIDEND APPRECIATION ETF, 35. SHARES   2016-06-08 2020-11-05
VANGUARD DIVIDEND APPRECIATION ETF, 13. SHARES   2017-04-07 2020-11-05
FINANCIAL SELECT SECTOR SPDR FUND, 98. SHARES   2018-03-02 2020-03-03
INVESCO SENIOR LOAN ETF, 181. SHARES   2018-03-02 2020-11-05
JPMORGAN STRATEGIC INCOME OPPORTUNITIES FUND, 215.774 SHARES   2017-04-11 2020-08-14
VANGUARD DIVIDEND APPRECIATION ETF, 34. SHARES   2016-06-08 2020-11-05
VANGUARD DIVIDEND APPRECIATION ETF, 10. SHARES   2017-05-18 2020-11-05
FINANCIAL SELECT SECTOR SPDR FUND, 564. SHARES   2018-03-02 2020-03-03
INVESCO SENIOR LOAN ETF, 1,041. SHARES   2018-03-02 2020-11-05
JPMORGAN STRATEGIC INCOME OPPORTUNITIES FUND, 1,210.884 SHARES   2017-04-11 2020-08-14
VANGUARD DIVIDEND APPRECIATION ETF, 200. SHARES   2016-06-08 2020-11-05
VANGUARD DIVIDEND APPRECIATION ETF, 50. SHARES   2017-05-18 2020-11-05
CLASS ACTION SETTLEMENT-MERCK, 0. SHARES   2020-02-05 2020-02-05
FINANCIAL SELECT SECTOR SPDR FUND, 290. SHARES   2018-03-02 2020-03-03
INVESCO SENIOR LOAN ETF, 538. SHARES   2018-03-02 2020-11-05
JPMORGAN STRATEGIC INCOME OPPORTUNITIES FUND, 527.936 SHARES   2017-04-11 2020-08-14
VANGUARD DIVIDEND APPRECIATION ETF, 105. SHARES   2016-06-08 2020-11-05
VANGUARD DIVIDEND APPRECIATION ETF, 25. SHARES   2017-05-18 2020-11-05
FINANCIAL SELECT SECTOR SPDR FUND, 972. SHARES   2018-03-02 2020-03-03
INVESCO SENIOR LOAN ETF, 1,802. SHARES   2018-03-02 2020-11-05
JPMORGAN STRATEGIC INCOME OPPORTUNITIES FUND, 2,093.166 SHARES   2017-04-11 2020-08-14
CLASS ACTION SETTLEMENT-MERCK, 0. SHARES   2020-02-05 2020-02-05
VANGUARD DIVIDEND APPRECIATION ETF, 335. SHARES   2016-06-08 2020-11-05
VANGUARD DIVIDEND APPRECIATION ETF, 100. SHARES   2017-05-18 2020-11-05
FINANCIAL SELECT SECTOR SPDR FUND, 325. SHARES   2018-03-02 2020-03-03
FINANCIAL SELECT SECTOR SPDR FUND, 360. SHARES   2018-09-05 2020-03-03
INVESCO SENIOR LOAN ETF, 880. SHARES   2018-03-02 2020-11-05
JPMORGAN STRATEGIC INCOME OPPORTUNITIES FUND, 941.882 SHARES   2017-04-11 2020-08-14
JPMORGAN STRATEGIC INCOME OPPORTUNITIES FUND, 85. SHARES   2017-05-18 2020-08-14
JPMORGAN STRATEGIC INCOME OPPORTUNITIES FUND, 450.055 SHARES   2018-09-05 2020-08-14
VANGUARD DIVIDEND APPRECIATION ETF, 170. SHARES   2016-06-08 2020-11-05
VANGUARD DIVIDEND APPRECIATION ETF, 45. SHARES   2017-05-18 2020-11-05
VANGUARD DIVIDEND APPRECIATION ETF, 82. SHARES   2018-09-05 2020-11-05
(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 86,444   89,042 -2,598
b 124,736   133,308 -8,572
c 78,961   78,961 0
d 139,407   86,215 53,192
e 4,029   2,690 1,339
39,620   26,623 12,997
10,461   10,776 -315
15,313   16,365 -1,052
9,557   9,557 0
18,131   11,213 6,918
4,701   3,159 1,542
743   766 -23
1,019   1,089 -70
667   667 0
1,343   831 512
7,323   7,543 -220
10,693   11,428 -735
6,703   6,703 0
12,087   7,475 4,612
537   359 178
3,358   2,256 1,102
29,980   30,881 -901
42,663   45,595 -2,932
27,128   27,128 0
26,779   27,128 -349
49,692   30,732 18,960
1,343   851 492
13,430   9,025 4,405
5,086   2,839 2,247
12,499   12,874 -375
18,132   19,378 -1,246
11,344   11,344 0
21,489   13,289 8,200
6,044   4,061 1,983
5,084   2,839 2,245
52,995   54,588 -1,593
77,388   82,706 -5,318
48,315   48,315 0
47,693   48,315 -622
92,670   57,310 35,360
22,832   15,342 7,490
5,087   2,839 2,248
1,487   1,531 -44
2,147   2,295 -148
1,341   1,341 0
2,686   1,661 1,025
672   451 221
9,498   9,783 -285
1   1 0
1   1 0
1   1 0
1   1 0
1   1 0
1   1 0
1   1 0
1   1 0
1   1 0
1   1 0
1   1 0
1   1 0
13,881   14,835 -954
8,698   8,698 0
8,586   8,698 -112
16,788   10,382 6,406
4,029   2,707 1,322
2,034   1,136 898
5,478   5,643 -165
6,984   7,464 -480
5,060   5,060 0
8,730   5,399 3,331
3,492   2,331 1,161
1,927   1,985 -58
5,856   6,259 -403
3,692   3,692 0
6,715   4,153 2,562
2,015   1,354 661
2,698   2,779 -81
3,926   4,196 -270
2,515   2,515 0
4,701   2,907 1,794
537   359 178
672   451 221
1,074   1,106 -32
1,475   1,576 -101
947   947 0
1,880   1,163 717
14     14
403   271 132
1,817   1,872 -55
2,668   2,851 -183
1,663   1,663 0
3,358   2,076 1,282
672   451 221
28,686   29,548 -862
41,405   44,251 -2,846
26,247   26,247 0
45,932   28,406 17,526
14,773   9,927 4,846
2,478   2,552 -74
3,557   3,802 -245
2,248   2,248 0
4,029   2,492 1,537
1,477   986 491
145,716   150,095 -4,379
212,384   226,979 -14,595
132,592   132,592 0
249,805   154,489 95,316
67,823   45,575 22,248
1,228   1,228 0
55,032   56,686 -1,654
5   5 0
5   5 0
5   5 0
5   5 0
5   5 0
5   5 0
5   5 0
5   5 0
5   5 0
6   6 0
6   6 0
6   6 0
80,273   85,789 -5,516
50,107   50,107 0
67,152   41,529 25,623
26,861   18,050 8,811
3,221   3,318 -97
4,533   4,845 -312
2,946   2,946 0
5,372   3,322 2,050
1,612   1,083 529
6,800   7,004 -204
9,739   10,408 -669
6,225   6,225 0
11,684   7,226 4,458
2,686   1,805 881
5,396   5,558 -162
7,787   8,322 -535
4,964   4,964 0
8,864   5,482 3,382
2,686   1,805 881
14,784   15,228 -444
21,538   23,018 -1,480
13,459   13,459 0
25,518   15,781 9,737
6,715   4,512 2,203
2,891   2,978 -87
4,295   4,590 -295
2,736   2,736 0
4,969   3,073 1,896
1,343   902 441
13,159   13,555 -396
18,957   20,259 -1,302
12,062   12,062 0
21,220   13,123 8,097
6,715   4,512 2,203
1,817   1,872 -55
2,581   2,758 -177
1,666   1,666 0
3,223   1,993 1,230
672   451 221
26,869   27,677 -808
38,868   41,539 -2,671
24,641   24,641 0
44,858   27,742 17,116
12,087   8,122 3,965
25,465   26,231 -766
37,154   39,707 -2,553
23,202   23,202 0
22,904   23,202 -298
44,320   27,409 16,911
11,416   7,671 3,745
2,891   2,978 -87
4,229   4,520 -291
2,635   2,635 0
4,701   2,907 1,794
1,746   1,165 581
2,698   2,779 -81
3,926   4,196 -270
2,516   2,516 0
4,566   2,824 1,742
1,343   902 441
15,527   15,994 -467
22,579   24,130 -1,551
14,119   14,119 0
26,861   16,612 10,249
6,715   4,512 2,203
13     13
7,984   8,224 -240
11,669   12,471 -802
6,156   6,156 0
14,102   8,721 5,381
3,358   2,256 1,102
26,759   27,563 -804
39,085   41,770 -2,685
24,406   24,406 0
55     55
44,992   27,825 17,167
13,430   9,025 4,405
8,947   9,216 -269
9,911   10,288 -377
19,087   20,398 -1,311
10,982   10,982 0
993   993 0
5,216   5,216 0
22,832   14,120 8,712
6,044   4,061 1,983
11,013   8,942 2,071
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       -2,598
b       -8,572
c       0
d       53,192
e       1,339
      12,997
      -315
      -1,052
      0
      6,918
      1,542
      -23
      -70
      0
      512
      -220
      -735
      0
      4,612
      178
      1,102
      -901
      -2,932
      0
      -349
      18,960
      492
      4,405
      2,247
      -375
      -1,246
      0
      8,200
      1,983
      2,245
      -1,593
      -5,318
      0
      -622
      35,360
      7,490
      2,248
      -44
      -148
      0
      1,025
      221
      -285
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      -954
      0
      -112
      6,406
      1,322
      898
      -165
      -480
      0
      3,331
      1,161
      -58
      -403
      0
      2,562
      661
      -81
      -270
      0
      1,794
      178
      221
      -32
      -101
      0
      717
      14
      132
      -55
      -183
      0
      1,282
      221
      -862
      -2,846
      0
      17,526
      4,846
      -74
      -245
      0
      1,537
      491
      -4,379
      -14,595
      0
      95,316
      22,248
      0
      -1,654
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      -5,516
      0
      25,623
      8,811
      -97
      -312
      0
      2,050
      529
      -204
      -669
      0
      4,458
      881
      -162
      -535
      0
      3,382
      881
      -444
      -1,480
      0
      9,737
      2,203
      -87
      -295
      0
      1,896
      441
      -396
      -1,302
      0
      8,097
      2,203
      -55
      -177
      0
      1,230
      221
      -808
      -2,671
      0
      17,116
      3,965
      -766
      -2,553
      0
      -298
      16,911
      3,745
      -87
      -291
      0
      1,794
      581
      -81
      -270
      0
      1,742
      441
      -467
      -1,551
      0
      10,249
      2,203
      13
      -240
      -802
      0
      5,381
      1,102
      -804
      -2,685
      0
      55
      17,167
      4,405
      -269
      -377
      -1,311
      0
      0
      0
      8,712
      1,983
      2,071
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 2 419,402
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 9,703
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 9,703
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 9,703
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 15,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 15,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 5,297
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet5,297 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)
    bullet
    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 .Click to see attachment
    8b
     
    No
    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 addressbulletMERIDENFOUNDATION.ORG
    14
    The books are in care ofbulletWEBSTER BANK NA Telephone no.bullet (860) 692-1751

    Located atbullet123 BANK STREETWATERBURYCT ZIP+4bullet06702
    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
     
    No
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    DANTE BARTOLOMEO DISTRIBUTION COMMITTEE
    1.00     		0 0 0
    167 REYNOLDS DR
    MERIDEN,CT06450
    BRUCE BURCHSTED DISTRIBUTION COMMITTEE
    1.00     		0 0 0
    16 SPICE APPLE LANE
    MERIDEN,CT06450
    DAVID LOHMAN DISTRIBUTION COMMITTEE
    1.00     		0 0 0
    156 METACOMET DR
    MERIDEN,CT06450
    WEBSTER BANK NA TRUSTEE
    5.00     		204,504 0 0
    123 BANK STREET
    WATERBURY,CT06702
    COLIN MAHON CHAIR, DISTRIBUTION COMMIT
    1.00     		0 0 0
    636 BROAD ST
    MERIDEN,CT06450
    FRANK RIDLEY DISTRIBUTION COMMITTEE
    1.00     		0 0 0
    22 PARK PLACE
    MERIDEN,CT06451
    JASON TEAL DISTRIBUTION COMMITTEE
    1.00     		0 0 0
    1510 NORTH BROAD ST
    MERIDEN,CT06450
    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
    23,722,020
    b
    Average of monthly cash balances.......................
    1b
    566,967
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    24,288,987
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    24,288,987
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    364,335
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    23,924,652
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,196,233
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    1,196,233
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    9,703
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    9,703
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,186,530
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,186,530
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    1,186,530
    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
    1,294,390
    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
    1,294,390
    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
    1,294,390
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 1,186,530
    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...... 219,109
    b From 2016...... 160,020
    c From 2017...... 209,139
    d From 2018...... 70,868
    e From 2019...... 28,566
    fTotal of lines 3a through e........ 687,702
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 1,294,390
    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..... 1,186,530
    e Remaining amount distributed out of corpus 107,860
    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 5 795,562
    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) ...     		219,109
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		576,453
    10 Analysis of line 9:
    a Excess from 2016.... 160,020
    b Excess from 2017.... 209,139
    c Excess from 2018.... 70,868
    d Excess from 2019.... 28,566
    e Excess from 2020.... 107,860
    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:
    PAUL M MCAFEE WEBSTER BANK NA
    123 BANK STREET
    WATERBURY,CT06702
    (860) 692-1751
    bThe form in which applications should be submitted and information and materials they should include:
    GRANTS-MUST BE IN WRITING ON ORGANIZATION LETTERHEAD STATING PURPOSE SCHOLARSHIP-NEED PROOF OF QUALIFICATIONS AND COMPLETED APPLICATION
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    REQUESTS SHOULD BENEFIT THE GREATER MERIDEN AREA
    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
    ASH DISBURSEMENTS
    PO BOX 951
    MERIDEN,CT06450     		NONE PUBLIC CHARITY GENERAL USE 9,361
    FIRST UNITED METHODIST CHURCH
    15 PLEASANT STREET
    MERIDEN,CT06450     		NONE PUBLIC CHARITY GENERAL USE 6,400
    MERIDEN YMCA
    110 WEST MAIN STREET
    MERIDEN,CT06451     		NONE PUBLIC CHARITY GENERAL USE 6,400
    MIDSTATE MEDICAL CENTER
    435 LEWIS AVENUE
    MERIDEN,CT06451     		NONE PUBLIC CHARITY GENERAL USE 6,400
    ANIMAL FRIENDS OF CONNECTICUT
    151 MOHEGAN DR
    WEST HARTFORD,CT06117     		NONE PUBLIC CHARITY GENERAL USE 1,600
    ANIMAL PROTECTION INSTITURE
    PO BOX 22505
    SACRAMENTO,CA95822     		NONE PUBLIC CHARITY GENERAL USE 1,600
    ASSOCIATED HUMANE SOCIETIES
    124 EVERGREEN AVENUE
    NEWARK,NJ07114     		NONE PUBLIC CHARITY GENERAL USE 1,600
    BEST FRIENDS ANIMAL SANCUTARY
    5001 ANGEL CANYON RD
    KANAB,UT84741     		NONE PUBLIC CHARITY GENERAL USE 1,600
    DEDICATED AND EVERLASTING LOVE TO ANIMALS
    PO BOX 9
    GLENDALE,CA91209     		NONE PUBLIC CHARITY GENERAL USE 1,600
    FARM SANCUTARY
    PO BOX 150
    WAKINS GLEN,NY14891     		NONE PUBLIC CHARITY GENERAL USE 1,600
    GORILLA FOUNDATION
    PO BOX 620530
    WOODSIDE,CA94062     		NONE PUBLIC CHARITY GENERAL USE 1,600
    HUMANE FARMING ASSOC
    76 BELVEDERE STREET
    SAN RAFAEL,CA94901     		NONE PUBLIC CHARITY GENERAL USE 1,600
    INTERNATIONAL FUND FOR ANIMAL WELFARE
    765 ATTUCKS LANE
    HYANNIS,MA02601     		NONE PUBLIC CHARITY GENERAL USE 1,600
    MASSACHUSETTS SOCIETY FOR PCA
    350 SOUTH HUNTINGTON AVENUE
    BOSTON,MA02130     		NONE PUBLIC CHARITY GENERAL USE 1,600
    PETA
    501 FRONT STREET
    NORFOLK,VA23510     		NONE PUBLIC CHARITY GENERAL USE 1,600
    THE OCEAN CONSERVANCY
    2029 K STREET NW
    WASHINGTON,DC20006     		NONE PUBLIC CHARITY GENERAL USE 1,600
    WILD BURRO RESCUE
    20066 WALKER CREEK PO BOX 10
    OLANCHA,CA93549     		NONE PUBLIC CHARITY GENERAL USE 1,600
    WORLD SOCIETY FOR THE PROTECTION OF ANIMALS
    34 DELOSS STREET
    FRAMINGHAM,MA01702     		NONE PUBLIC CHARITY GENERAL USE 1,600
    CONN FIRE DEPT INSTRUCTORS ASSCO
    1 FISCHER ROAD
    HARTFORD,CT06120     		NONE PUBLIC CHARITY GENERAL USE 1,300
    FLETCHER JACOB
    185 ASYLUM STREET
    HARTFORD,CT06103     		NONE N/A SCHOLARSHIP 2,700
    MAYO KELLY
    185 ASYLUM STREET
    HARTFORD,CT06103     		NONE N/A SCHOLARSHIP 2,700
    PHELPS CHRISTOPHER
    185 ASYLUM STREET
    HARTFORD,CT06103     		NONE N/A SCHOLARSHIP 1,350
    PONZIO CLAVIN
    185 ASYLUM STREET
    HARTFORD,CT06103     		NONE N/A SCHOLARSHIP 2,700
    MERIDEN PUBLIC LIBRARY
    105 MILLER STREET
    MERIDEN,CT06450     		NONE PUBLIC CHARITY GENERAL USE 1,000
    BEAT THE STREET COMMUNITY CENTER
    121 S COLONY STREET
    MERIDEN,CT06450     		NONE PUBLIC CHARITY GENERAL 23,000
    BOYS & GIRLS CLUB OF MERIDEN
    15 LINCOLN STREET
    MERIDEN,CT06451     		NONE PUBLIC CHARITY GENERAL 20,000
    BALL HEADZ INC
    55 WEST MAIN ST
    MERIDEN,CT06451     		NONE PUBLIC CHARITY GENERAL 5,000
    CHILD GUIDANCE CLINIC FOR CENTRAL CT
    384PRATT STREET
    MERIDEN,CT06450     		NONE PUBLIC CHARITY GENERAL 8,000
    CONNECTICUT LEGAL SERVICES
    62 WASHINGTON ST
    MIDDLETOWN,CT06457     		NONE PUBLIC CHARITY GENERAL 10,000
    MERIDEN-WALLINGFORD COMMUNITY FOUNDATION
    35 PLEASANT ST STE 1E
    MERIDEN,CT06450     		NONE PUBLIC CHARITY GENERAL 25,000
    CHANGE THE PLAY INC
    1510 N BROAD CT
    MERIDEN,CT06450     		NONE PUBLIC CHARITY GENERAL 20,000
    MERIDEN-WALLINGFORD CHRYSALIS INC
    14 W MAIN ST STE C
    MERIDEN,CT06451     		NONE PUBLIC CHARITY GENERAL 10,000
    GIRLS INC
    130 LINCOLN STREET
    MERIDEN,CT06451     		NONE PUBLIC CHARITY GENERAL 20,000
    MIDDLESEX COMMUNITY COLLEGE
    100 TRAINING HILL ROAD
    MIDDLETOWN,CT06457     		NONE PUBLIC CHARITY GENERAL 2,000
    THE COVE FOR GRIEVING CHILDREN
    250 POMEROY AVE
    MERIDEN,CT06450     		NONE PUBLIC CHARITY GENERAL 3,000
    LITERACY VOLUNTEERS
    14 WEST MAIN STREET
    MERIDEN,CT06451     		NONE PUBLIC CHARITY GENERAL 12,000
    MERIDEN FARMERS MARKET
    62 CEDAR STREET
    MERIDEN,CT06450     		NONE PUBLIC CHARITY GENERAL 9,000
    MERIDEN SOUP KITCHEN
    PO BOX 2138
    MERIDEN,CT06450     		NONE PUBLIC CHARITY GENERAL 15,000
    NEW OPPORTUNITIES INC
    74 CAMBRIDGE ST
    MERIDEN,CT06450     		NONE PUBLIC CHARITY GENERAL 30,000
    OUR HOUSE MERIDEN INC
    17 NORTH STREET
    MERIDEN,CT06451     		NONE PUBLIC CHARITY GENERAL 2,000
    PLANNED PARENTHOOD OF SOUTHERN NEW ENGLAND
    345 WHITNEY AVENUE
    NEW HAVEN,CT06511     		NONE PUBLIC CHARITY GENERAL 15,000
    SKILLS CAMP INC
    36 BUTTERNUT LANE
    MERIDEN,CT06450     		NONE PUBLIC CHARITY GENERAL 7,000
    SOCIAL SABBY SPONSORSHIPS INC
    444 LIBERTY STREET
    MERIDEN,CT06450     		NONE PUBLIC CHARITY GENERAL 5,000
    SPECIAL OLYMPICS CONNECTICUT
    2666 STATE STREET 1
    HAMDEN,CT06517     		NONE PUBLIC CHARITY GENERAL 2,000
    SUMMER CAMPERSHIP FUND
    35 PLEASANT STREET STE 1E
    MERIDEN,CT06450     		NONE PUBLIC CHARITY GENERAL 10,000
    UNITED WAY OF MDN & WLFD INC
    35 PLEASANT STREET 1E
    MERIDEN,CT06450     		NONE PUBLIC CHARITY GENERAL 15,000
    WOMEN AND FAMILIES CENTER
    100 RIVERVIEW CENTER 150
    MIDDLETOWN,CT06457     		NONE PUBLIC CHARITY GENERAL 12,000
    MASONIC CHARITY FOUNDATION
    PO BOX 70
    MERIDEN,CT06451     		NONE PUBLIC CHARITY GENERAL 3,000
    MERIDEN YMCA
    127 EAST MAIN STREET
    MERIDEN,CT06450     		NONE PUBLIC CHARITY GENERAL 3,000
    MERIDEN JEWISH WELFARE FUND
    PO BOX 70
    WALLINGFORD,CT06492     		NONE PUBLIC CHARITY GENERAL 3,000
    MERIDEN PUBLIC LIBRARY
    105 MILLER STREET
    MERIDEN,CT06450     		NONE PUBLIC CHARITY GENERAL USE 28,000
    AMERICAN CANCER SOCIETY
    PO BOX 720366
    OKLAHOMA CITY,OK73172     		NONE PUBLIC CHARITY GENERAL USE 940
    AMERICAN LUNG ASSOCIATION OF CT
    45 ASH STREET
    EAST HARTFORD,CT06108     		NONE PUBLIC CHARITY GENERAL USE 940
    BRD OF WORLD MISSION OF EVANG COVENANT CHURCH
    5101 NO FRANSISCO AVENUE
    CHICAGO,IL60625     		NONE PUBLIC CHARITY GENERAL USE 940
    COVENANT HOME
    MISSIONARY ROAD
    CROMWELL,CT06416     		NONE PUBLIC CHARITY GENERAL USE 940
    FIRST CONGREGATIONAL CHURCH
    62 COLONY STREET
    MERIDEN,CT06451     		NONE PUBLIC CHARITY GENERAL USE 940
    NATIONAL FEDERATION OF THE BLIND CT
    477 CONNECTICUT BLVD
    EAST HARTFORD,CT06108     		NONE PUBLIC CHARITY GENERAL USE 940
    FIRST BAPTIST CHURCH
    460 BROAD STREET
    MERIDEN,CT06450     		NONE PUBLIC CHARITY GENERAL USE 15,000
    MERIDEN BOYS & GIRLS CLUB
    15 LINCOLN STREET
    MERIDEN,CT06451     		NONE PUBLIC CHARITY GENERAL USE 23,000
    MERIDEN YMCA
    110 WEST MAIN STREET
    MERIDEN,CT06451     		NONE PUBLIC CHARITY GENERAL USE 15,000
    MIDSTATE MEDICAL CENTER
    435 LEWIS AVENUE
    MERIDEN,CT06451     		NONE PUBLIC CHARITY GENERAL USE 75,250
    MIDSTATE MEDICAL CENTER
    435 LEWIS AVENUE
    MERIDEN,CT06451     		NONE PUBLIC CHARITY GENERAL USE 2,600
    OUR LADY QUEEN OF ANGELS PARISH
    109 GOODWILL AVENUE
    MERIDEN,CT06451     		NONE PUBLIC CHARITY GENERAL USE 5,200
    AMERICAN CANCER SOCIETY
    PO BOX 720366
    OKLAHOMA CITY,OK73172     		NONE PUBLIC CHARITY GENERAL USE 12,500
    AMERICAN HEART ASSOCIATION
    122 EAST 42BD ST 18TH FL
    NEW YORK,NY10168     		NONE PUBLIC CHARITY GENERAL USE 12,500
    AMERICAN LUNG ASSOCIATION OF CT
    45 ASH STREET
    EAST HARTFORD,CT06108     		NONE PUBLIC CHARITY GENERAL USE 12,500
    AMERICAN RED CROSS
    144 SOUTH MAIN STREET
    WALLINGFORD,CT06492     		NONE PUBLIC CHARITY GENERAL USE 12,500
    CHURCH OF THE HOLY ANGELS
    915 MAIN STREET
    MERIDEN,CT06451     		NONE PUBLIC CHARITY GENERAL USE 2,500
    CONN CHILDRENS MEDICAL CENTER
    12 CHARTER OAK PLACE
    HARTFORD,CT06106     		NONE PUBLIC CHARITY GENERAL USE 12,500
    EASTER SEAL REHABILITATION
    158 STATE STREET
    MERIDEN,CT06450     		NONE PUBLIC CHARITY GENERAL USE 12,500
    GAYLORD HOSPITAL
    GAYLORD FARM ROAD
    WALLINGFORD,CT06492     		NONE PUBLIC CHARITY GENERAL USE 12,500
    MERIDEN BOYS & GIRLS CLUB
    15 LINCOLN STREET
    MERIDEN,CT06451     		NONE PUBLIC CHARITY GENERAL USE 12,500
    MERIDEN GIRLS CLUB
    130 LINCOLN STREET
    MERIDEN,CT06451     		NONE PUBLIC CHARITY GENERAL USE 12,500
    MIDSTATE MEDICAL CENTER
    435 LEWIS AVENUE
    MERIDEN,CT06451     		NONE PUBLIC CHARITY GENERAL USE 25,000
    OUR LADY QUEEN OF ANGELS PARISH
    109 GOODWILL AVENUE
    MERIDEN,CT06451     		NONE PUBLIC CHARITY GENERAL USE 25,000
    SALVATION ARMY
    PO BOX 234
    MERIDEN,CT06450     		NONE PUBLIC CHARITY GENERAL USE 12,500
    ST LAURENT
    109 GOODWILL AVENUE
    MERIDEN,CT06451     		NONE PUBLIC CHARITY GENERAL USE 2,500
    ST MARY'S CHURCH CORP
    5 SHERMAN PLACE
    MERIDEN,CT06451     		NONE PUBLIC CHARITY GENERAL USE 1,875
    ST ROSE ROMAN CATHOLIC CHURCH
    35 CENTER STREET
    MERIDEN,CT06450     		NONE PUBLIC CHARITY GENERAL USE 2,500
    ST STANISLAUS CHURCH
    82 AKRON STREET
    MERIDEN,CT06450     		NONE PUBLIC CHARITY GENERAL USE 2,500
    TRINITY COLLEGE
    300 SUMMITT STREET
    HARTFORD,CT06106     		NONE PUBLIC CHARITY GENERAL USE 25,000
    UNITED WAY OF MDN & WLFD
    35 PLEASANT ST SUITE 1E
    MERIDEN,CT06450     		NONE PUBLIC CHARITY GENERAL USE 12,500
    YALE LAW SCHOOL ANNUAL FUND
    PO BOX 208214
    NEW HAVEN,CT06520     		NONE PUBLIC CHARITY GENERAL USE 25,000
    CENTRAL CONNECTICUT STATE UNIVERSITY ON BEHALF OF LABISSIONERE CHLOE
    PO BOX 4010
    NEW BRITAIN,CT06050     		NONE N/A SCHOLARSHIP 2,000
    WESTERN CONNECTICUT STATE UNIV ON BEHALF OF WOZNIAK ELIZABETH
    181 WHITE STREET
    DANBURY,CT06810     		NONE N/A SCHOLARSHIP 2,000
    FIRST BAPTIST CHURCH
    460 BROAD STREET
    MERIDEN,CT06450     		NONE PUBLIC CHARITY GENERAL USE 5,200
    MERIDEN HUMANE SOCIETY
    PO BOX 4094
    WALLINGFORD,CT06492     		NONE PUBLIC CHARITY GENERAL USE 5,200
    MERIDEN PUBLIC LIBRARY
    105 MILLER STREET
    MERIDEN,CT06450     		NONE PUBLIC CHARITY GENERAL USE 5,200
    NEW BRITAIN PUBLIC LIBRARY
    20 HIGH STREET
    NEW BRITAIN,CT06051     		NONE PUBLIC CHARITY GENERAL USE 5,200
    SCSU FOUNDATION
    501 CRESENT STREET
    NEW HAVEN,CT06515     		NONE PUBLIC CHARITY GENERAL USE 5,200
    IMMANUEL LUTHERAN CHURCH
    154 MEADOW STREET
    BRISTOL,CT06010     		NONE PUBLIC CHARITY GENERAL USE 24,000
    SHRINERS BURNS HOSPITAL BOSTON
    51 BLOSSOM STREET
    BOSTON,MA02114     		NONE PUBLIC CHARITY GENERAL USE 12,000
    SHRINERS HOSPITAL
    51 BLOSSOM STREET
    BOSTON,MA02114     		NONE PUBLIC CHARITY GENERAL USE 12,000
    BENTLEY UNIVERSITY ON BEHALF OF FLORES-DOMINGUE JACK
    175 FOREST STREET
    WALTHAM,MA02452     		NONE N/A SCHOLARSHIP 5,000
    CENTRAL CONNECTICUT STATE UNIVERSITY ON BEHALF OF WELCH DEVIN
    PO BOX 4010
    NEW BRITAIN,CT06050     		NONE N/A SCHOLARSHIP 5,000
    CENTRAL CONNECTICUT STATE UNIVERSITY ON BEHALF OF LABISSIONERE CHLOE
    PO BOX 4010
    NEW BRITAIN,CT06050     		NONE N/A SCHOLARSHIP 5,000
    CENTRAL CONNECTICUT STATE UNIVERSITY ON BEHALF OF ELDERKIN EMILY
    PO BOX 4010
    NEW BRITAIN,CT06050     		NONE N/A SCHOLARSHIP 5,000
    COLLEGE OF THE HOLY CROSS ON BEHALF OF RIDDLE DEANDRE
    1 COLLEGE STREET
    WORCESTER,MA01610     		NONE N/A SCHOLARSHIP 5,000
    FAIRFIELD UNIVERSITY ON BEHALF OF CHARPENTIER PHOEBE
    1073 NORTH BENSON ROAD
    FAIRFIELD,CT06824     		NONE N/A SCHOLARSHIP 5,000
    FAIRFIELD UNIVERSITY ON BEHALF OF CLANCY MADISIN
    1073 NORTH BENSON ROAD
    FAIRFIELD,CT06824     		NONE N/A SCHOLARSHIP 5,000
    IONA COLLEGE ON BEHALF OF SANTOS OLIVIA
    715 NORTH AVENUE
    NEW ROCHELLE,NY10801     		NONE N/A SCHOLARSHIP 5,000
    MANHATTAN COLLEGE ON BEHALF OF FRAZZA ISABEL
    4513 MANHATTEN COLLEGE PKWY
    BRONX,NY10471     		NONE N/A SCHOLARSHIP 5,000
    MARIST COLLEGE ON BEHALF OF KHANBABAEVA SHAKHODAT
    3399 NORTH ROAD
    POUGHKEEPSIE,NY12601     		NONE N/A SCHOLARSHIP 5,000
    MIAMI UNIVERSITY ON BEHALF OF CARNOT DEMETRE
    301 S CAMPUS AVE
    OXFORD,OH45056     		NONE N/A SCHOLARSHIP 5,000
    NAUGATUCK VALLEY COMMUNITY COLLEGE ON BEHALF OF KEENE BRYAN
    KINNEY HALL 750 CHASE PARKWAY
    WATERBURY,CT06708     		NONE N/A SCHOLARSHIP 5,000
    NORTHEASTERN UNIVERSITY ON BEHALF OF GALOTTI GILLIAN
    360 HUNTINGTON AVENUE
    BOSTON,MA02115     		NONE N/A SCHOLARSHIP 5,000
    QUINNIPIAC UNIVERSITY ON BEHALF OF AHISKALIOGLU EDA
    275 MOUNT CARMEL AVENUE
    HAMDEN,CT06518     		NONE N/A SCHOLARSHIP 5,000
    QUINNIPIAC UNIVERSITY ON BEHALF OF MCCLURE MARLEY
    275 MOUNT CARMEL AVENUE
    HAMDEN,CT06518     		NONE N/A SCHOLARSHIP 5,000
    QUINNIPIAC UNIVERSITY ON BEHALF OF MURPHY DEVIN
    275 MOUNT CARMEL AVENUE
    HAMDEN,CT06518     		NONE N/A SCHOLARSHIP 5,000
    QUINNIPIAC UNIVERSITY ON BEHALF OF PAPPAS BRYANNE
    275 MOUNT CARMEL AVENUE
    HAMDEN,CT06518     		NONE N/A SCHOLARSHIP 5,000
    QUINNIPIAC UNIVERSITY ON BEHALF OF PATEL ZEEL
    275 MOUNT CARMEL AVENUE
    HAMDEN,CT06518     		NONE N/A SCHOLARSHIP 5,000
    RENSSELAER POLYTECHNIC INSTITUTE ON BEHALF OF GOODMAN JONATHAN
    110 8TH ST
    TROY,NY12180     		NONE N/A SCHOLARSHIP 5,000
    SALVE REGINA UNIVERSITY ON BEHALF OF DIMELLA BRENNA
    100 OCHRE POINT AVENUE
    NEWPORT,RI02840     		NONE N/A SCHOLARSHIP 5,000
    SMITH COLLEGE ON BEHALF OF KROHER MADISON
    10 ELM ST
    NORTHAMPTON,MA01063     		NONE N/A SCHOLARSHIP 5,000
    SOUTHERN CONNECTICUT STATE UNIVERSITY ON BEHALF OF HERNANDEZ YESENIA
    501 CRESENT STREET
    NEW HAVEN,CT06515     		NONE N/A SCHOLARSHIP 5,000
    SOUTHERN CONNECTICUT STATE UNIVERSITY ON BEHALF OF KOSCINSKI MEGAN
    501 CRESENT STREET
    NEW HAVEN,CT06515     		NONE N/A SCHOLARSHIP 5,000
    ST JOHN'S UNIVERSITY ON BEHALF OF MALONEY REGAN
    8000 UTOPIA PKWY
    JAMAICA,NY11439     		NONE N/A SCHOLARSHIP 5,000
    STEVENS INSTITUTE OF TECHNOLOGY ON BEHALF OF REIG ISABELLA
    1 CASTLE POINT TERRACE
    HOBOKEN,NJ07030     		NONE N/A SCHOLARSHIP 5,000
    UNIVERSITY OF CENTRAL FLORIDA ON BEHALF OF EDWARDS OLIVIA
    4000 CENTRAL FLORIDA BLVD
    ORLANDO,FL00000     		NONE N/A SCHOLARSHIP 5,000
    UNIVERSITY OF CONNECTICUT ON BEHALF OF ACEVES KATHERINE
    233 GLENBROOK ROAD - UNIT 4100
    STORRS,CT06269     		NONE N/A SCHOLARSHIP 5,000
    UNIVERSITY OF CONNECTICUT ON BEHALF OF BAHREM MATTHEW
    233 GLENBROOK ROAD - UNIT 4100
    STORRS,CT06269     		NONE N/A SCHOLARSHIP 5,000
    UNIVERSITY OF CONNECTICUT ON BEHALF OF BETTS ISAAC
    233 GLENBROOK ROAD - UNIT 4100
    STORRS,CT06269     		NONE N/A SCHOLARSHIP 5,000
    UNIVERSITY OF CONNECTICUT ON BEHALF OF COLEMAN DANIEL
    233 GLENBROOK ROAD - UNIT 4100
    STORRS,CT06269     		NONE N/A SCHOLARSHIP 5,000
    UNIVERSITY OF CONNECTICUT ON BEHALF OF COLEMAN EMILY
    233 GLENBROOK ROAD - UNIT 4100
    STORRS,CT06269     		NONE N/A SCHOLARSHIP 5,000
    UNIVERSITY OF CONNECTICUT ON BEHALF OF DEFRANCESCO JAKE
    233 GLENBROOK ROAD - UNIT 4100
    STORRS,CT06269     		NONE N/A SCHOLARSHIP 5,000
    UNIVERSITY OF CONNECTICUT ON BEHALF OF DOYON KALLAN
    233 GLENBROOK ROAD - UNIT 4100
    STORRS,CT06269     		NONE N/A SCHOLARSHIP 5,000
    UNIVERSITY OF CONNECTICUT ON BEHALF OF FERDUS SHAHARIA
    233 GLENBROOK ROAD - UNIT 4100
    STORRS,CT06269     		NONE N/A SCHOLARSHIP 5,000
    UNIVERSITY OF CONNECTICUT ON BEHALF OF FILIPPIDES KATHRYN
    233 GLENBROOK ROAD - UNIT 4100
    STORRS,CT06269     		NONE N/A SCHOLARSHIP 5,000
    UNIVERSITY OF CONNECTICUT ON BEHALF OF GUTIERREZ AHANI
    233 GLENBROOK ROAD - UNIT 4100
    STORRS,CT06269     		NONE N/A SCHOLARSHIP 5,000
    UNIVERSITY OF CONNECTICUT ON BEHALF OF HAMDAN MUHAMMAD
    233 GLENBROOK ROAD - UNIT 4100
    STORRS,CT06269     		NONE N/A SCHOLARSHIP 5,000
    UNIVERSITY OF CONNECTICUT ON BEHALF OF LOPEZ ERIKA
    233 GLENBROOK ROAD - UNIT 4100
    STORRS,CT06269     		NONE N/A SCHOLARSHIP 5,000
    UNIVERSITY OF CONNECTICUT ON BEHALF OF MARTIN NICHOLAS
    233 GLENBROOK ROAD - UNIT 4100
    STORRS,CT06269     		NONE N/A SCHOLARSHIP 5,000
    UNIVERSITY OF CONNECTICUT ON BEHALF OF MONTUORI ANNELISE
    233 GLENBROOK ROAD - UNIT 4100
    STORRS,CT06269     		NONE N/A SCHOLARSHIP 5,000
    UNIVERSITY OF CONNECTICUT ON BEHALF OF PATEL ISHANI
    233 GLENBROOK ROAD - UNIT 4100
    STORRS,CT06269     		NONE N/A SCHOLARSHIP 5,000
    UNIVERSITY OF CONNECTICUT ON BEHALF OF PATHANIA KELLY
    233 GLENBROOK ROAD - UNIT 4100
    STORRS,CT06269     		NONE N/A SCHOLARSHIP 5,000
    UNIVERSITY OF CONNECTICUT ON BEHALF OF RUBEN BENJAMIN
    233 GLENBROOK ROAD - UNIT 4100
    STORRS,CT06269     		NONE N/A SCHOLARSHIP 5,000
    UNIVERSITY OF CONNECTICUT ON BEHALF OF SANDERS ERIK
    233 GLENBROOK ROAD - UNIT 4100
    STORRS,CT06269     		NONE N/A SCHOLARSHIP 5,000
    UNIVERSITY OF CONNECTICUT ON BEHALF OF SOTO ISMAEL
    233 GLENBROOK ROAD - UNIT 4100
    STORRS,CT06269     		NONE N/A SCHOLARSHIP 5,000
    UNIVERSITY OF CONNECTICUT ON BEHALF OF VU KIM
    233 GLENBROOK ROAD - UNIT 4100
    STORRS,CT06269     		NONE N/A SCHOLARSHIP 5,000
    UNIVERSITY OF CONNECTICUT ON BEHALF OF TRAN LANANH
    233 GLENBROOK ROAD - UNIT 4100
    STORRS,CT06269     		NONE N/A SCHOLARSHIP 5,000
    UNIVERSITY OF CONNECTICUT - WATERBURY ON BEHALF OF MODARSKI MATTHEW
    99 E MAIN ST
    WATERBURY,CT06702     		NONE N/A SCHOLARSHIP 5,000
    UNIVERSITY OF HARTFORD ON BEHALF OF HOFFAMN ALISSA
    200 BLOOMFIELD AVENUE
    HARTFORD,CT06117     		NONE N/A SCHOLARSHIP 5,000
    UNIVERSITY OF MASSACHUSETTS AMHERST ON BEHALF OF PAPALLO MADISON
    181 PRESIDENTS DR
    AMHERST,MA01003     		NONE N/A SCHOLARSHIP 5,000
    UNIVERSITY OF MASSACHUSETTS AMHERST ON BEHALF OF OWEN JULIA
    181 PRESIDENTS DR
    AMHERST,MA01003     		NONE N/A SCHOLARSHIP 5,000
    UNIVERSITY OF NEVADA LAS VEGAS ON BEHALF OF BOULAY BRIANNA
    4505 S MARYLAND PARKWAY
    LAS VEGAS,NV89154     		NONE N/A SCHOLARSHIP 5,000
    UNIVERSITY OF NEW HAVEN ON BEHALF OF GANTER MAX
    300 BOSTON POST ROAD
    WEST HAVEN,CT06516     		NONE N/A SCHOLARSHIP 5,000
    UNIVERSITY OF NEW HAVEN ON BEHALF OF GOLEBIEWSKI ZACKARY
    300 BOSTON POST ROAD
    WEST HAVEN,CT06516     		NONE N/A SCHOLARSHIP 5,000
    UNIVERSITY OF NEW HAVEN ON BEHALF OF SANTOS YARISEL
    300 BOSTON POST ROAD
    WEST HAVEN,CT06516     		NONE N/A SCHOLARSHIP 5,000
    UNIVERSITY OF RHODE ISLAND ON BEHALF OF
    210 FLAGG ROAD
    KINGSTON,RI02881     		NONE N/A SCHOLARSHIP 5,000
    UNIVERSITY OF ST JOSEPH ON BEHALF OF MAYHEW CAITLYN
    1678 ASYLUM AVENUE
    WEST HARTFORD,CT06177     		NONE N/A SCHOLARSHIP 5,000
    UNIVERSITY OF TAMPA ON BEHALF OF NOWICKY KADEE
    401 W KENNEDY BLVD BOX L
    TAMPA,FL33606     		NONE N/A SCHOLARSHIP 5,000
    VILLANOVA UNIVERSITY ON BEHALF OF MALONEY RILEY
    800 LANCASTER AVE
    VILLANOVA,PA19085     		NONE N/A SCHOLARSHIP 5,000
    VILLANOVA UNIVERSITY ON BEHALF OF QUINN AISLINN
    800 LANCASTER AVE
    VILLANOVA,PA19085     		NONE N/A SCHOLARSHIP 5,000
    WESTERN CONN STATE UNIVERSITY ON BEHALF OF
    181 WHITE STREET
    DANBURY,CT06810     		NONE N/A SCHOLARSHIP 10,000
    WESTERN CONN STATE UNIVERSITY ON BEHALF OF
    1215 WILBRAHAM RD
    SPRINGFIELD,MA01119     		NONE N/A SCHOLARSHIP 5,000
    WORCESTER POLYTECHNIC INST ON BEHALF OF URYASE MADELYN
    100 INSTITUTE ROAD
    WORCESTER,MA01609     		NONE N/A SCHOLARSHIP 5,000
    YALE UNIVERSITY ON BEHALF OF GERME CAMERON
    PO BOC 208232
    NEW HAVEN,CT06520     		NONE N/A SCHOLARSHIP 5,000
    TRAN LANANH
    185 ASYLUM STREET
    HARTFORD,CT06103     		NONE N/A SCHOLARSHIP 1,000
    CENTRAL CONNECTICUT STATE UNIVERSITY ON BEHALF OF CLANCY JACK
    PO BOX 4010
    NEW BRITAIN,CT06050     		NONE N/A SCHOLARSHIP 2,500
    UNIVERSITY OF NEW ENGLAND ON BEHALF OF KENNEDY HALEY
    11 HILLS BEACH RD
    BIDDEFORD,ME04005     		NONE N/A SCHOLARSHIP 2,500
    Total .................................bullet 3a 1,179,776
    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 38  
    4 Dividends and interest from securities....     14 423,750  
    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 ............     		    14 419,402  
    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).. 0 843,190 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    843,190
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    MERIDEN FOUNDATION
    EIN:
    06-6037849
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    KIRCALDIE, RANDALL & MCNAB LLC - TAXES 6,000 0   6,000
    KIRCALDIE, RANDALL & MCNAB LLC - TAXES 9,510 0   9,510

    TY 2020 ExplnOfNonFilingWithAGStmt
    Name:
    MERIDEN FOUNDATION
    EIN:
    06-6037849
    Statement:
    NOT REQUIRED BECAUSE FOUNDATION DOES NOT SOLICIT FUNDS

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    MERIDEN FOUNDATION
    EIN:
    06-6037849
    Name of Bond End of Year Book Value End of Year Fair Market Value
    ISHARES CORE U.S. AGGREGATE BOND ETF 3,171,867 3,327,758
    SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF 1,067,270 1,060,604
    JPMORGAN STRATEGIC INCOME OPPORTUNITIES FUND 469,366 462,950
    VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF 1,042,656 1,073,867
    SPDR BLOOMBERG BARCLAYS INVESTMENT GRADE FLOATING RATE ETF 925,706 920,117

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    MERIDEN FOUNDATION
    EIN:
    06-6037849
    Name of Stock End of Year Book Value End of Year Fair Market Value
    CALAMOS MARKET NEUTRAL INCOME FD 324,744 353,839
    GATEWAY FD 533,063 644,910
    TECHNNOLOGY SELECT SECTOR SPDR 1,773,852 2,254,677
    ISHARES CORE MSCI EAFE ETF 2,415,079 2,852,450
    ISHARES CORE MSCI EMERGING MARKETS ETF 711,605 1,011,810
    ISHARES MSCI ALL COUNTRY EX-JAPAN ETF 889,180 1,265,024
    VANGUARD HEALTH CARE ETF 571,126 719,963
    VANGUARD S&P 500 ETF 4,797,534 8,058,843
    VANGUARD SMALL CAP ETF 926,808 1,527,459

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    MERIDEN FOUNDATION
    EIN:
    06-6037849
    US Government Securities - End of Year Book Value:

    586
    US Government Securities - End of Year Fair Market Value:

    664
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2020 OtherExpensesSchedule
    Name:
    MERIDEN FOUNDATION
    EIN:
    06-6037849
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADVERTISING & MISC 3,814 0   3,814
    WEBSITE 1,042 0   1,042
    INSURANCE 1,044 0   1,044
    PROBATE FEES 25,125 0   25,125


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    MERIDEN FOUNDATION
    EIN:
    06-6037849
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    SCHOLARSHIP SUPPORT SERVICES 8,640 0   8,640


    TY 2020 TaxesSchedule
    Name:
    MERIDEN FOUNDATION
    EIN:
    06-6037849
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAXES-2020 9,703 0   0