TY 2020 Form 990PF

- TIN:

Form990-PF
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Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
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Go 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
Peoples United Community Foundation

Number and street (or P.O. box number if mail is not delivered to street address)850 Main Street
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
Bridgeport, CT06604

A Employer identification number

20-8675365

B Telephone number (see instructions)

(203) 338-6111

C If exemption application is pending, check here bullet

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. bullet

2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... bullet

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... bullet

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) bullet

$57,495,914J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)	307,490
2	Check .............
3	Interest on savings and temporary cash investments	12,361		12,361
4	Dividends and interest from securities...	1,328,670		1,328,670
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		2,675,012
b	Gross sales price for all assets on line 6a 18,074,074
7	Capital gain net income (from Part IV, line 2)...			2,675,012
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........	4,323,533		4,016,043
13	Compensation of officers, directors, trustees, etc.	251,800			251,800
14	Other employee salaries and wages......	38,632		10,668	27,964
15	Pension plans, employee benefits.......	9,658		2,667	6,991
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......		44,833		44,833
c	Other professional fees (attach schedule)....		111,975	89,880	22,095
17	Interest...............
18	Taxes (attach schedule) (see instructions)...		60,377	6,159
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............	7,400			7,400
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......		24,897		24,897
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	549,572		109,374	385,980
25	Contributions, gifts, grants paid.......	3,053,376			3,053,376
26	Total expenses and disbursements. Add lines 24 and 25	3,602,948		109,374	3,439,356
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	720,585
b	Net investment income (if negative, enter -0-)			3,906,669
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	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	1,057	1,408	1,408
	2	Savings and temporary cash investments.........	2,085,249	2,121,163	2,121,163
	3	Accounts receivable 94,480
		Less: allowance for doubtful accounts	119,255	94,480	94,480
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........	16,403	16,417	16,417
	10a	Investments—U.S. and state government obligations (attach schedule)	5,533,175	3,934,766	3,934,766
	b	Investments—corporate stock (attach schedule).......	40,891,228	36,381,207	36,381,207
	c	Investments—corporate bonds (attach schedule).......	4,147,107	4,659,501	4,659,501
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	4,097,379	10,286,972	10,286,972
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	56,890,853	57,495,914	57,495,914
	17	Accounts payable and accrued expenses..........	14,993	41,201
	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 )	2,768	16,690
	23	Total liabilities (add lines 17 through 22).........	17,761	57,891
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........	56,873,092
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		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).....	56,873,092	57,438,023
	30	Total liabilities and net assets/fund balances (see instructions).	56,890,853	57,495,914

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

56,873,092

Enter amount from Part I, line 27a .....................

720,585

Other increases not included in line 2 (itemize) bullet

Add lines 1, 2, and 3 ..........................

57,593,677

Decreases not included in line 2 (itemize) bullet

155,654

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

57,438,023

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	45 AON PLC	P	2010-01-01	2020-01-02
b	728 BHP GROUP PLC ADR	P	2010-01-01	2020-01-02
c	200 BEST BUY CO	P	2010-01-01	2020-01-02
d	34 BIO-RAD LABORATORIES INC	P	2010-01-01	2020-01-02
e	489 B P PLC SPONSORED ADR	P	2010-01-01	2020-01-02
	69 CORESITE REALTY CORP REIT	P	2010-01-01	2020-01-02
	79 CARTER'S INC	P	2010-01-01	2020-01-02
	459 DEUTSCHE BOERSE ADR	P	2010-01-01	2020-01-02
	487 PHYSICIAN REIT	P	2010-01-01	2020-01-02
	47 EPAM SYSTEMS INC	P	2010-01-01	2020-01-02
	423 FANUC CORP ADR	P	2010-01-01	2020-01-02
	178 FISERV INC	P	2010-01-01	2020-01-02
	285 GRUBHUB INC	P	2010-01-01	2020-01-02
	562 HELMERICH & PAYNE	P	2010-01-01	2020-01-02
	1005 HP INC	P	2010-01-01	2020-01-02
	95 GRAND CANYON EDUCATION INC	P	2010-01-01	2020-01-02
	149 MONDELEZ INTERNATIONAL INC	P	2010-01-01	2020-01-02
	72 MARSH & MCLENNAN COS INC	P	2010-01-01	2020-01-02
	285 MORGAN STANLEY CO	P	2010-01-01	2020-01-02
	169 NIKE INC CL B	P	2010-01-01	2020-01-02
	744 NASPERS LTD ADR	P	2010-01-01	2020-01-02
	251 PACKAGING CORP AMER	P	2010-01-01	2020-01-02
	164 PINNACLE FINANCIAL PARTNERS INC	P	2010-01-01	2020-01-02
	304 SIEMENS HEALTHINEE-UNSP ADR	P	2010-01-01	2020-01-02
	1706 SECOM LTD ADR	P	2010-01-01	2020-01-02
	101 STERIS PLC	P	2010-01-01	2020-01-02
	2365 TORAY INDS UNSPONSORED ADR	P	2010-01-01	2020-01-02
	4102 TESCO PLC ADR	P	2010-01-01	2020-01-02
	83 TEXAS INSTRUMENTS	P	2010-01-01	2020-01-02
	77 ZOETIS INC	P	2010-01-01	2020-01-02
	3000 FEDERAL HOME LOAN MTG CORP 1.500% 1/17/2020	P	2010-01-01	2020-01-17
	4000 FEDERAL NATL MTG ASSN 1.625% 1/21/2020	P	2010-01-01	2020-01-21
	118 APPLE INC	P	2010-01-01	2020-01-17
	101 ABBOTT LABS	P	2010-01-01	2020-01-17
	97 ADOBE INC	P	2010-01-01	2020-01-17
	125 AERCAP HOLDINGS NV	P	2010-01-01	2020-01-17
	412 BANK OF AMERICA CORP	P	2010-01-01	2020-01-17
	394 B A E SYSTEMS PLC ADR	P	2010-01-01	2020-01-17
	108 BOOZ ALLEN HAMILTON HOLDINGS	P	2010-01-01	2020-01-17
	21 BLACKROCK INC	P	2010-01-01	2020-01-17
	52 BURLINGTON STORES INC	P	2010-01-01	2020-01-17
	473 DANAHER CORP	P	2010-01-01	2020-01-17
	163 DISNEY (WALT) COMPANY HOLDING CO	P	2010-01-01	2020-01-17
	95 EAGLE MATERIALS INC	P	2010-01-01	2020-01-17
	108 FACEBOOK INC A	P	2010-01-01	2020-01-17
	123 FIVE BELOW INC	P	2010-01-01	2020-01-17
	181 FIDELITY NATIONAL FINANCIAL INC	P	2010-01-01	2020-01-17
	168 GLACIER BANCORP INC	P	2010-01-01	2020-01-17
	266 GRACO INC	P	2010-01-01	2020-01-17
	8 ALPHABET INC CL C	P	2010-01-01	2020-01-17
	8 ALPHABET INC CL A	P	2010-01-01	2020-01-17
	359 WISDOMTREE EUROPE HEDGED EQ FUND ETF	P	2010-01-01	2020-01-17
	133 ISHARES NASDAQ BIOTECHNOLOGY ETF	P	2010-01-01	2020-01-17
	72 ICU MED INC	P	2010-01-01	2020-01-17
	278 INTEL CORP	P	2010-01-01	2020-01-17
	132 GARTNER GROUP INC	P	2010-01-01	2020-01-17
	789 JULIUS BAER GROUP LTD ADR	P	2010-01-01	2020-01-17
	106 JOHNSON & JOHNSON INC	P	2010-01-01	2020-01-17
	132 JPMORGAN CHASE & CO	P	2010-01-01	2020-01-17
	877 JAMES RIVER GROUP HOLDINGS LTD	P	2010-01-01	2020-01-17
	66 LITHIA MOTORS INC CLASS A	P	2010-01-01	2020-01-17
	226 MID-AMER APT CMNTYS INC REIT	P	2010-01-01	2020-01-17
	58 MEDTRONIC PLC	P	2010-01-01	2020-01-17
	134 METLIFE INC	P	2010-01-01	2020-01-17
	22 MARKETAXESS HLDGS INC	P	2010-01-01	2020-01-17
	291 MICROSOFT CORP	P	2010-01-01	2020-01-17
	40 NEXTERA ENERGY INC	P	2010-01-01	2020-01-17
	127 NXP SEMICONDUCTORS N V	P	2010-01-01	2020-01-17
	636 OTSUKA HLDGS CO LTD ADR	P	2010-01-01	2020-01-17
	303 KONINKLIJKE PHILIPS ELECTRS	P	2010-01-01	2020-01-17
	85 POLARIS INC	P	2010-01-01	2020-01-17
	1058 PREMIER INC CLASS A	P	2010-01-01	2020-01-17
	45 POOL CORP	P	2010-01-01	2020-01-17
	172 PORTLAND GEN ELEC CO	P	2010-01-01	2020-01-17
	234 RITCHIE BROS AUCTIONEERS	P	2010-01-01	2020-01-17
	331 ROYAL DUTCH SHELL PLC SPONSORED ADR	P	2010-01-01	2020-01-17
	111 RPM INTERNATIONAL INC	P	2010-01-01	2020-01-17
	106 SIGNATURE BK NEW YORK N Y	P	2010-01-01	2020-01-17
	313 SS&C TECHNOLOGIES HLDGS INC	P	2010-01-01	2020-01-17
	102 TARGET CORP	P	2010-01-01	2020-01-17
	203 THERMO FISHER SCIENTIFIC INC	P	2010-01-01	2020-01-17
	115 TORO CO	P	2010-01-01	2020-01-17
	37 TYLER TECHNOLOGIES INC	P	2010-01-01	2020-01-17
	133 UNITEDHEALTH GROUP INC	P	2010-01-01	2020-01-17
	127 U S BANCORP DEL NEW	P	2010-01-01	2020-01-17
	58 VISA INC CLASS A SHARES	P	2010-01-01	2020-01-17
	124 VERIZON COMMUNICATIONS	P	2010-01-01	2020-01-17
	132 WABTEC CORP	P	2010-01-01	2020-01-17
	137 WALMART INC	P	2010-01-01	2020-01-17
	50 WEST PHARMACEUTICAL SVSC INC	P	2010-01-01	2020-01-17
	119 ZEBRA TECHNOLOGIES CORP CL A	P	2010-01-01	2020-01-17
	265 ACADIA HEALTHCARE COMPANY INC	P	2010-01-01	2020-02-10
	17 AMAZON COM INC	P	2010-01-01	2020-02-10
	62 AON PLC	P	2010-01-01	2020-02-10
	137 AVERY DENNISON CORP	P	2010-01-01	2020-02-10
	205 ASTRAZENECA PLC SPONSORED ADR	P	2010-01-01	2020-02-10
	57 BOEING CO	P	2010-01-01	2020-02-10
	1370 BERRY GLOBAL GROUP INC	P	2010-01-01	2020-02-10
	55 BOOKING HOLDINGS INC	P	2010-01-01	2020-02-10
	46 BLACKROCK INC	P	2010-01-01	2020-02-10
	37 BERKSHIRE HATHAWAY INC DEL CL B	P	2010-01-01	2020-02-10
	83 CHUBB LTD	P	2010-01-01	2020-02-10
	528 COGNEX CORP	P	2010-01-01	2020-02-10
	125 CHURCH & DWIGHT INC	P	2010-01-01	2020-02-10
	47 COSTCO WHSL CORP NEW	P	2010-01-01	2020-02-10
	271 CISCO SYSTEMS INC	P	2010-01-01	2020-02-10
	42 CAVCO INDUSTRIES INC	P	2010-01-01	2020-02-10
	147 DOMINION ENERGY INC	P	2010-01-01	2020-02-10
	246 DUPONT DE NEMOURS INC	P	2010-01-01	2020-02-10
	120 DORMAN PRODUCTS INC	P	2010-01-01	2020-02-10
	113 ECOLAB INC	P	2010-01-01	2020-02-10
	187 ENTEGRIS INC	P	2010-01-01	2020-02-10
	562 ESSILOR INTERNATIONAL SA-UNSPON ADR	P	2010-01-01	2020-02-10
	78 EATON CORP PLC	P	2010-01-01	2020-02-10
	103 EXPONENT INC	P	2010-01-01	2020-02-10
	183 HOME DEPOT INC	P	2010-01-01	2020-02-10
	81 HONEYWELL INTL INC	P	2010-01-01	2020-02-10
	129 HEXCEL CORP NEW	P	2010-01-01	2020-02-10
	626 INTEL CORP	P	2010-01-01	2020-02-10
	74 GARTNER GROUP INC	P	2010-01-01	2020-02-10
	90 ILLINOIS TOOL WORKS	P	2010-01-01	2020-02-10
	723 JAMES RIVER GROUP HOLDINGS LTD	P	2010-01-01	2020-02-10
	260 MONDELEZ INTERNATIONAL INC	P	2010-01-01	2020-02-10
	68 MSCI INC	P	2010-01-01	2020-02-10
	182 MICROSOFT CORP	P	2010-01-01	2020-02-10
	47 NEXTERA ENERGY INC	P	2010-01-01	2020-02-10
	165 ORACLE CORPORATION	P	2010-01-01	2020-02-10
	42 PALO ALTO NETWORKS INC	P	2010-01-01	2020-02-10
	87 PEPSICO INC	P	2010-01-01	2020-02-10
	1169 PREMIER INC CLASS A	P	2010-01-01	2020-02-10
	78 PAYPAL HOLDINGS INC	P	2010-01-01	2020-02-10
	90 QUALCOMM INC	P	2010-01-01	2020-02-10
	1148 ROYAL DSM NV ADR	P	2010-01-01	2020-02-28
	600 ROYAL DSM NV ADR	P	2010-01-01	2020-02-10
	297 ISHARES GLOBAL REIT ETF	P	2010-01-01	2020-02-10
	2238 REPSOL YPF S A SPONSORED ADR	P	2010-01-01	2020-02-19
	111 RBC BEARINGS INC	P	2010-01-01	2020-02-10
	126 RAPID7 INC	P	2010-01-01	2020-02-10
	82 SILICON LABORATORIES INC	P	2010-01-01	2020-02-10
	776 SS&C TECHNOLOGIES HLDGS INC	P	2010-01-01	2020-02-10
	144 T J X COS INC	P	2010-01-01	2020-02-10
	82 UNION PACIFIC CORP	P	2010-01-01	2020-02-10
	52 VISA INC CLASS A SHARES	P	2010-01-01	2020-02-10
	101 INGERSOLL-RAND PUBLIC LIMITED CO	P	2010-01-01	2020-02-10
	238 GARDNER DENVER HOLDINGS INC	P	2010-01-01	2020-02-10
	1378 A X A ADR	P	2010-01-01	2020-03-04
	0.329 INGERSOLL-RAND PUBLIC LIMITED CO	P	2010-01-01	2020-03-09
	866 WABTEC CORP	P	2010-01-01	2020-03-10
	148 LINDE PLC	P	2010-01-01	2020-03-11
	448 BOEING CO	P	2010-01-01	2020-03-16
	300000 FEDERAL HOME LOAN MT	P	2010-01-01	2020-03-17
	2137 B A S F SE SPONSORED ADR	P	2010-01-01	2020-03-17
	11033 WISDOMTREE EUROPE HEDGED EQ FUND ETF	P	2010-01-01	2020-03-18
	19094 ISHARES GLOBAL REIT ETF	P	2010-01-01	2020-03-18
	123 MCCORMICK & CO INC N	P	2010-01-01	2020-03-19
	2854 MATADOR RESOURCES CO	P	2010-01-01	2020-03-23
	355 DOW INC	P	2010-01-01	2020-03-24
	11815 LLOYDS BANKING GROUP	P	2010-01-01	2020-03-26
	477 U S BANCORP DEL NEW	P	2010-01-01	2020-03-27
	807 WEYERHAEUSER CO REIT	P	2010-01-01	2020-03-27
	1342 BJS RESTAURANTS INC	P	2010-01-01	2020-03-30
	504 MIDDLEBY CORP	P	2010-01-01	2020-03-30
	533 AERCAP HOLDINGS NV	P	2010-01-01	2020-03-31
	407 FIDELITY NATIONAL FI	P	2010-01-01	2020-03-31
	1042 JOHNSON CONTROLS INT	P	2010-01-01	2020-03-31
	570 ORACLE CORPORATION	P	2010-01-01	2020-03-31
	970 SCHLUMBERGER LIMITED	P	2010-01-01	2020-03-31
	1401 OTSUKA HLDGS CO LTD ADR	P	2010-01-01	2020-03-02
	551 ROYAL DUTCH SHELL PLC SPONSORED ADR	P	2010-01-01	2020-03-02
	200000 MORTON COMMUNITY BAN	P	2010-01-01	2020-04-01
	100000 DOMESTIC BOND USA NOTE	P	2010-01-01	2020-04-03
	2318 ENGIE SPONS ADR	P	2010-01-01	2020-04-06
	50000 DOMESTIC BOND USA NOTE	P	2010-01-01	2020-04-08
	3528 ROLLS-ROYCE HOLDINGS PLC ADR	P	2010-01-01	2020-04-14
	0.968 ACS ACTIVIDADES CONS	P	2010-01-01	2020-04-15
	1840 METLIFE INC	P	2010-01-01	2020-04-17
	1716 BROOKFIELD PROPERTY REIT	P	2010-01-01	2020-04-22
	300000 US TREASURY NOTE 2.125%	P	2010-01-01	2020-04-27
	100000 DOMESTIC BOND USA NOTE	P	2010-01-01	2020-04-27
	522 CHUBB LTD	P	2010-01-01	2020-05-01
	149 PIONEER NAT RES CO	P	2010-01-01	2020-05-01
	36866.36 VANGUARD GNMA ADMIRA	P	2010-01-01	2020-05-05
	271 NXP SEMICONDUCTORS N V	P	2010-01-01	2020-05-06
	100000 MORGAN STANLEY & CO @ 98.125 U S TREASURY NOTE 2.625% 6/30/2023	P	2018-10-10	2020-05-12
	500000 U S TREASURY NOTE 2.250%	P	2019-10-16	2020-05-12
	20775.623 VANGUARD GNMA ADMIRA	P	2010-01-01	2020-05-12
	1173 ACS ACTIVIDADES CONS	P	2010-01-01	2020-05-13
	50 ASML HOLDING NV NY R	P	2010-01-01	2020-05-13
	250 CARLSBERG A/S -B- SP	P	2010-01-01	2020-05-13
	2695 CISCO SYSTEMS INC	P	2010-01-01	2020-05-13
	202 DEUTSCHE POST AG SPO	P	2010-01-01	2020-05-13
	116 ENVESTNET INC	P	2019-05-23	2020-05-13
	698 E.ON SE ADR	P	2010-01-01	2020-05-13
	1288 EQUINOR ASA ADR	P	2010-01-01	2020-05-13
	513 INDUSTRIA DE DISENO	P	2010-01-01	2020-05-13
	67 GARTNER GROUP INC	P	2010-01-01	2020-05-13
	9940 ISHARES CORE S&P 500	P	2010-01-01	2020-05-13
	21 MARKETAXESS HLDGS IN	P	2010-01-01	2020-05-13
	461 MURATA MANUFACTURING	P	2010-01-01	2020-05-13
	96 VAIL RESORTS INC	P	2010-01-01	2020-05-13
	163 KONINKLIJKE PHILIPS	P	2010-01-01	2020-05-13
	1883 PROSUS NV ADR	P	2010-01-01	2020-05-13
	230 ROCHE HLDG LTD SPON	P	2010-01-01	2020-05-13
	59 SAP SE ADR	P	2010-01-01	2020-05-13
	252 SCHWAB CHARLES CORP	P	2010-01-01	2020-05-13
	185 SMITH & NEPHEW P L C	P	2010-01-01	2020-05-13
	178 SANOFI SPONSORED ADR	P	2010-01-01	2020-05-13
	890 HSBC HLDGS PLC ADR N	P	2010-01-01	2020-06-15
	378 MID-AMER APT CMNTYS	P	2010-01-01	2020-06-15
	1288 MEDTRONIC PLC	P	2010-01-01	2020-06-17
	2230 JAPAN AIRLINES CO LTD ADR	P	2020-01-02	2020-06-23
	53425.048 FIDELITY FLOATING RA	P	2010-01-01	2020-06-24
	567 SCHWAB CHARLES CORP	P	2010-01-01	2020-06-26
	10128.689 THE INTERNATIONAL EQUITY FUND K	P	2019-10-16	2020-06-30
	3041.354 INVESCO OPPENHEIMER	P	2014-09-23	2020-06-30
	341.463 T. ROWE PRICE INTERN	P	2017-10-17	2020-06-30
	884 AMERICAN CAMPUS CMNT	P	2010-01-01	2020-07-01
	12 AMAZON COM INC	P	2016-08-16	2020-07-01
	376 CATALENT INC	P	2015-06-24	2020-07-01
	129 DANAHER CORP	P	2016-06-10	2020-07-01
	23 ALPHABET INC CL A	P	2014-12-03	2020-07-01
	294 HONEYWELL INTL INC	P	2015-09-22	2020-07-01
	257 ICU MED INC	P	2010-01-01	2020-07-01
	62 MARKETAXESS HLDGS IN	P	2014-09-23	2020-07-01
	279 PROGRESSIVE CORP	P	2019-10-16	2020-07-01
	62 THERMO FISHER SCIENT	P	2010-01-01	2020-07-01
	1088 WEBSTER FINL CORP WA	P	2015-06-02	2020-07-01
	143 WEST PHARMACEUTICAL	P	2014-09-23	2020-07-01
	6703 VANGUARD REAL ESTATE	P	2010-01-01	2020-07-08
	84 CUMMINS INC	P	2010-01-01	2020-07-13
	72 EATON CORP PLC	P	2016-08-16	2020-07-13
	295 FIVE BELOW INC	P	2010-01-01	2020-07-13
	250 ICU MED INC	P	2010-01-01	2020-07-13
	764 OGE ENERGY CORP	P	2010-01-01	2020-07-13
	61 POOL CORP	P	2017-08-18	2020-07-13
	768 SS&C TECHNOLOGIES HL	P	2010-01-01	2020-07-13
	130 TYLER TECHNOLOGIES I	P	2010-01-01	2020-07-13
	33 WEST PHARMACEUTICAL	P	2014-09-23	2020-07-13
	56 ZEBRA TECHNOLOGIES C	P	2016-01-19	2020-07-13
	608 DISNEY (WALT) COMPAN	P	2010-01-01	2020-07-15
	266 FACEBOOK INC A	P	2017-03-02	2020-07-15
	586 FISERV INC	P	2017-03-02	2020-07-15
	285 MICROSOFT CORP	P	2010-01-01	2020-07-15
	0.133 KONINKLIJKE PHILIPS	P	2016-12-12	2020-07-21
	0.75 ACS ACTIVIDADES CONS	P	2017-01-26	2020-08-04
	6420.041 THE INTERNATIONAL EQUITY FUND K	P	2019-10-16	2020-08-04
	606.547 COHEN & STEERS INST REALTY SHARES #1263	P	2020-07-08	2020-08-04
	2242.486 INVESCO OPPENHEIMER	P	2010-01-01	2020-08-04
	328.539 T. ROWE PRICE INTERN	P	2017-10-17	2020-08-04
	244 APPLE INC	P	2010-01-01	2020-08-05
	281 ABBOTT LABS	P	2015-09-22	2020-08-05
	387 BOOZ ALLEN HAMILTON	P	2016-12-12	2020-08-05
	222 BEST BUY CO	P	2019-04-18	2020-08-05
	47 BIO-RAD LABORATORIES INC	P	2018-10-11	2020-08-05
	548 BJ'S WHOLESALE CLUB HOLDINGS INC	P	2019-07-22	2020-08-05
	459 BOK FINANCIAL CORP	P	2010-01-01	2020-08-05
	147 BERKSHIRE HATHAWAY I	P	2010-01-01	2020-08-05
	253 CHURCH & DWIGHT INC	P	2019-01-02	2020-08-05
	150 DANAHER CORP	P	2010-01-01	2020-08-05
	404 EDWARDS LIFESCIENCES CORP	P	2018-09-05	2020-08-05
	333 EXPONENT INC	P	2018-01-22	2020-08-05
	45 ALPHABET INC CL C	P	2010-01-01	2020-08-05
	138 HONEYWELL INTL INC	P	2015-09-22	2020-08-05
	143 ILLINOIS TOOL WORKS	P	2018-06-25	2020-08-05
	141 JOHNSON & JOHNSON IN	P	2016-01-19	2020-08-05
	265 JPMORGAN CHASE & CO	P	2010-01-01	2020-08-05
	188 LEAR CORP	P	2010-01-01	2020-08-05
	366 MONDELEZ INTERNATIONAL INC	P	2018-03-21	2020-08-05
	182 NASDAQ INC	P	2020-04-17	2020-08-05
	174 NEXTERA ENERGY INC	P	2016-12-12	2020-08-05
	237 PROGRESSIVE CORP	P	2019-10-16	2020-08-05
	169 QORVO INC	P	2020-07-15	2020-08-05
	207 SUN CMNTYS INC REIT	P	2010-01-01	2020-08-05
	52 THERMO FISHER SCIENT	P	2015-06-02	2020-08-05
	283 TRANE TECHNOLOGIES PLC	P	2019-08-15	2020-08-05
	98 UNITEDHEALTH GROUP I	P	2010-01-01	2020-08-05
	370 ZOETIS INC	P	2018-11-01	2020-08-05
	1077 WEBSTER FINL CORP WA	P	2010-01-01	2020-08-10
	472 SHISEIDO LTD ADR	P	2020-05-13	2020-08-17
	1509 SEIMENS HEALTHINEE-UNSP ADR	P	2019-05-23	2020-08-21
	517 DOMINION ENERGY INC	P	2010-01-01	2020-08-28
	164 EATON CORP PLC	P	2010-01-01	2020-08-28
	646 VALERO ENERGY CORP	P	2010-01-01	2020-08-28
	196 WEST PHARMACEUTICAL SVSC INC	P	2014-09-23	2020-09-01
	227 VALERO ENERGY CORP	P	2020-05-13	2020-09-18
	4891 ACS ACTIVIDADES CONS - UNS ADR	P	2010-01-01	2020-10-28
	2661 E.ON SE ADR	P	2010-01-01	2020-11-04
	2247.646 THE INTERNATIONAL EQUITY FUND K	P	2019-10-16	2020-11-12
	2172 MONDELEZ INTERNATIONAL INC	P	2010-01-01	2020-11-12
	214.712 T. ROWE PRICE INTERN	P	2017-10-17	2020-11-12
	3323 ACCOR SA ADR	P	2019-10-16	2020-11-13
	543 CVS HEALTH CORP	P	2010-01-01	2020-11-13
	698 TOTAL SE ADR	P	2020-08-14	2020-11-13
	7860.989 THE INTERNATIONAL EQUITY FUND K	P	2019-10-16	2020-11-19
	1606.401 INVESCO OPPENHEIMER	P	2010-01-01	2020-11-19
	355.501 T. ROWE PRICE INTERN	P	2017-10-17	2020-11-19
	612 AIA GROUP LTD ADR	P	2017-05-19	2020-11-20
	101 ABBVIE INC	P	2010-01-01	2020-11-20
	269 AMERICAN CAMPUS CMNT	P	2010-01-01	2020-11-20
	54 ACCENTURE PLC IRELAN	P	2020-05-13	2020-11-20
	67 ADOBE SYS INC	P	2010-01-01	2020-11-20
	179 KONINKLIJKE AHOLD DE	P	2020-05-13	2020-11-20
	249 ADECCO GROUP SA ADR	P	2020-01-02	2020-11-20
	158 AMERICAN INTL GROUP	P	2018-01-22	2020-11-20
	113 AKAMAI TECHNOLOGIES	P	2016-08-16	2020-11-20
	77 ALEXION PHARMACEUTIC	P	2016-08-16	2020-11-20
	18 AMAZON COM INC	P	2010-01-01	2020-11-20
	25 AON PLC	P	2018-12-03	2020-11-20
	114 ARTISAN PARTNERS ASS	P	2010-01-01	2020-11-20
	218 ATLAS CORP	P	2010-01-01	2020-11-20
	136 APTARGROUP INC	P	2012-11-21	2020-11-20
	559 ATLANTIC UNION BANKSHARES CORP	P	2019-07-22	2020-11-20
	202 AVERY DENNISON CORP	P	2018-12-03	2020-11-20
	111 AMERICAN EXPRESS CO	P	2016-08-16	2020-11-20
	235 ASTRAZENECA PLC SPON	P	2010-01-01	2020-11-20
	84 ALIBABA GROUP HLDG	P	2010-01-01	2020-11-20
	666 BANK OF AMERICA CORP	P	2017-10-18	2020-11-20
	234 B A E SYSTEMS PLC AD	P	2010-01-01	2020-11-20
	332 BOOZ ALLEN HAMILTON	P	2016-12-12	2020-11-20
	110 BRIGHT HORIZONS FAMI	P	2020-05-13	2020-11-20
	15 BIO-RAD LABORATORIES INC	P	2018-10-11	2020-11-20
	367 BJ'S WHOLESALE CLUB HOLDINGS INC	P	2019-07-22	2020-11-20
	84 ANHEUSER BUSCH INBEV	P	2010-01-01	2020-11-20
	117 BURLINGTON STORES IN	P	2010-01-01	2020-11-20
	479 CITIGROUP INC	P	2010-01-01	2020-11-20
	192 CARLSBERG A/S -B- SP	P	2016-12-12	2020-11-20
	298 CAPGEMINI SE ADR	P	2019-10-16	2020-11-20
	121 COGNEX CORP	P	2015-02-23	2020-11-20
	30 CHEMED CORP	P	2020-03-30	2020-11-20
	128 C H ROBINSON WORLDWIDE INC	P	2019-05-23	2020-11-20
	224 COMCAST CORP NEW CL	P	2016-08-16	2020-11-20
	156 CUMMINS INC	P	2018-09-05	2020-11-20
	951 COMPAGNIE DE SAINT-GOBAIN ADR	P	2020-01-02	2020-11-20
	663 CONOCOPHILLIPS	P	2010-01-01	2020-11-20
	124 CORESITE REALTY CORP	P	2017-10-18	2020-11-20
	131 COSTCO WHSL CORP NEW	P	2010-01-01	2020-11-20
	170 CARTER'S INC	P	2018-01-22	2020-11-20
	283 CISCO SYSTEMS INC	P	2010-01-01	2020-11-20
	411 CATALENT INC	P	2010-01-01	2020-11-20
	207 CORTEVA INC	P	2010-01-01	2020-11-20
	20 CAVCO INDUSTRIES INC	P	2016-08-16	2020-11-20
	57 CHEVRON CORP	P	2017-03-02	2020-11-20
	1003 DANONE SA ADR	P	2018-10-11	2020-11-20
	838 DEUTSCHE BOERSE ADR	P	2018-01-22	2020-11-20
	98 DBS GROUP HLDGS ADR	P	2016-06-10	2020-11-20
	985 EASTERLY GOVERNMENT	P	2016-12-12	2020-11-20
	106 DOLLAR GENERAL CORP	P	2020-02-10	2020-11-20
	92 DISNEY (WALT) COMPAN	P	2016-01-19	2020-11-20
	423 DNB ASA-SPONSOR ADR	P	2016-12-12	2020-11-20
	296 DORMAN PRODUCTS INC	P	2010-01-01	2020-11-20
	316 DEUTSCHE POST AG SPONSORED ADR	P	2018-06-25	2020-11-20
	281 DRIL-QUIP INC	P	2010-01-01	2020-11-20
	56 ELECTRONIC ARTS INC	P	2020-07-15	2020-11-20
	87 ECOLAB INC	P	2010-01-01	2020-11-20
	550 ENEL SPA ADR	P	2020-05-13	2020-11-20
	198 ENTEGRIS INC	P	2019-05-23	2020-11-20
	44 EPAM SYSTEMS INC	P	2018-09-05	2020-11-20
	13 EQUINOX INC REIT	P	2018-03-21	2020-11-20
	832 EQUINOR ASA ADR	P	2010-01-01	2020-11-20
	173 EXPONENT INC	P	2018-01-22	2020-11-20
	138 FIRST AMERICAN FINANCIAL CORP	P	2020-11-13	2020-11-20
	384 FANUC CORP ADR	P	2018-09-05	2020-11-20
	283 FASTENAL CO	P	2020-06-17	2020-11-20
	112 FACEBOOK INC A	P	2017-03-02	2020-11-20
	108 FISERV INC	P	2017-03-02	2020-11-20
	113 FIVE BELOW INC	P	2016-08-16	2020-11-20
	183 GLACIER BANCORP INC	P	2014-09-23	2020-11-20
	247 GRACO INC	P	2016-12-12	2020-11-20
	83 GILEAD SCIENCES INC	P	2010-01-01	2020-11-20
	187 GLOBUS MEDICAL INC	P	2020-07-13	2020-11-20
	12 ALPHABET INC CL C	P	2016-08-16	2020-11-20
	17 ALPHABET INC CL A	P	2010-01-01	2020-11-20
	34 GENUINE PARTS CO	P	2020-03-27	2020-11-20
	33 GRAINGER W W INC	P	2016-08-16	2020-11-20
	47 HOME DEPOT INC	P	2010-01-01	2020-11-20
	17 HONEYWELL INTL INC	P	2015-09-22	2020-11-20
	43 HITACHI LIMITED ADR 10 COM	P	2019-07-22	2020-11-20
	26 HUBSPOT INC	P	2020-01-02	2020-11-20
	161 ISHARES NASDAQ BIOTE	P	2018-01-22	2020-11-20
	99 IDACORP INC	P	2020-07-13	2020-11-20
	1776 INTEL CORP	P	2010-01-01	2020-11-20
	523 INGERSOLL RAND INC	P	2017-05-19	2020-11-20
	770 JULIUS BAER GROUP LT	P	2010-01-01	2020-11-20
	34 JOHNSON & JOHNSON IN	P	2016-01-19	2020-11-20
	52 JPMORGAN CHASE & CO	P	2014-05-23	2020-11-20
	128 KBC GROUP NV ADR	P	2020-05-13	2020-11-20
	251 KEMPER CORP	P	2020-02-10	2020-11-20
	352 KONTOOR BRANDS INC	P	2019-10-16	2020-11-20
	80 QUAKER CHEMICAL CORP	P	2015-09-22	2020-11-20
	127 LITHIA MOTORS INC CL	P	2016-12-12	2020-11-20
	330 LAMAR ADVERTISING CO CLASS A REIT	P	2019-02-28	2020-11-20
	29 LEAR CORP	P	2019-05-23	2020-11-20
	39 LOCKHEED MARTIN CORP	P	2020-03-16	2020-11-20
	160 LONDON STOCK EXCHANG	P	2020-05-13	2020-11-20
	46 GRAND CANYON EDUCATION INC	P	2019-05-23	2020-11-20
	150 LAMB WESTON HOLDINGS INC	P	2019-04-18	2020-11-20
	70 MCDONALDS CORP	P	2010-01-01	2020-11-20
	27 MEDTRONIC PLC	P	2018-06-25	2020-11-20
	445 METLIFE INC	P	2010-01-01	2020-11-20
	120 MARKETAXESS HLDGS IN	P	2010-01-01	2020-11-20
	24 MARSH & MCLENNAN COS INC	P	2019-02-28	2020-11-20
	16 3M CO	P	2020-03-27	2020-11-20
	176 MOLINA HEALTHCARE INC	P	2020-02-10	2020-11-20
	135 MURATA MANUFACTURING CO ADR	P	2018-12-03	2020-11-20
	161 MORGAN STANLEY CO	P	2017-05-19	2020-11-20
	74 MSCI INC	P	2019-02-28	2020-11-20
	299 MICROSOFT CORP	P	2010-01-01	2020-11-20
	33 VAIL RESORTS INC	P	2019-02-28	2020-11-20
	42 NEUROCRINE BIOSCIENCES INC	P	2018-11-01	2020-11-20
	88 NORDSON CORP	P	2013-12-24	2020-11-20
	220 NIKE INC CL B	P	2018-07-20	2020-11-20
	813 NORDEA BANK ABP ADR	P	2018-10-11	2020-11-20
	363 N R G ENERGY INC NEW	P	2019-01-02	2020-11-20
	771 NUTRIEN LTD	P	2018-01-22	2020-11-20
	32 NIVIDIA CORP	P	2019-01-02	2020-11-20
	82 NOVOZYMES A/S ADR	P	2020-05-13	2020-11-20
	103 ONEOK INC	P	2018-06-25	2020-11-20
	157 PEPSICO INC	P	2015-11-25	2020-11-20
	93 POLARIS INDS INC	P	2017-05-19	2020-11-20
	32 INSULET CORP	P	2019-02-28	2020-11-20
	119 POOL CORP	P	2017-08-18	2020-11-20
	80 QUALCOMM INC	P	2018-06-25	2020-11-20
	314 RITCHIE BROS AUCTION	P	2010-01-01	2020-11-20
	881 RECKITT BENCKISER-SPON ADR	P	2020-01-02	2020-11-20
	339 RADIAN GROUP INC	P	2020-03-27	2020-11-20
	304 ROCHE HLDG LTD SPON	P	2010-01-01	2020-11-20
	269 GIBRALTAR INDUSTRIES INC	P	2019-10-16	2020-11-20
	185 RBC BEARINGS INC	P	2014-09-23	2020-11-20
	263 RAPID7 INC	P	2018-06-25	2020-11-20
	560 RPM INTERNATIONAL IN	P	2014-09-23	2020-11-20
	310 AKTIENGESELLSCHAF ADR	P	2019-10-16	2020-11-20
	124 SAP SE ADR	P	2018-03-21	2020-11-20
	36 SIGNATURE BK NEW YOR	P	2014-09-23	2020-11-20
	67 SANDS CHINA LTD ADR	P	2020-01-02	2020-11-20
	312 SCHNEIDER NATIONAL I	P	2017-10-18	2020-11-20
	100 SMITH & NEPHEW P L C	P	2017-03-02	2020-11-20
	99 SANOFI SPONSORED ADR	P	2020-01-02	2020-11-20
	218 STERIS PLC	P	2015-11-04	2020-11-20
	80 MOLSON COORS BREWING CO CL B	P	2018-07-20	2020-11-20
	84 TE CONNECTIVITY LTD	P	2019-01-02	2020-11-20
	173 TARGET CORP	P	2010-01-01	2020-11-20
	398 T J X COS INC	P	2010-01-01	2020-11-20
	190 TAIWAN SEMICONDUCTOR	P	2020-05-13	2020-11-20
	287 TORO CO	P	2014-09-23	2020-11-20
	223 TEXAS INSTRUMENTS	P	2018-06-25	2020-11-20
	340 TEXAS ROADHOUSE INC	P	2018-09-05	2020-11-20
	22 TYLER TECHNOLOGIES I	P	2010-01-01	2020-11-20
	38 UNITEDHEALTH GROUP I	P	2016-01-19	2020-11-20
	196 UNION PACIFIC CORP	P	2018-10-11	2020-11-20
	34 VISA INC CLASS A SHA	P	2015-09-22	2020-11-20
	319 VERIZON COMMUNICATIO	P	2010-01-01	2020-11-20
	472 WESTERN ALLIANCE BAN	P	2017-10-18	2020-11-20
	212 WAL-MART STORES INC	P	2010-01-01	2020-11-20
	446 WEST PHARMACEUTICAL	P	2010-01-01	2020-11-20
	777 WEYERHAEUSER CO REIT	P	2020-05-13	2020-11-20
	73 ZEBRA TECHNOLOGIES C	P	2016-01-19	2020-11-20
	0 SIEMENS A G SPONSORED ADR	P	2020-09-09	2020-11-25
	174 POWER INTEGRATIONS I	P	2010-01-01	2020-11-20
	908 LONDON STOCK EXCHANG	P	2020-05-13	2020-12-03
	410 QUIDEL CORP	P	2010-01-01	2020-12-03
	212 EATON CORP PLC	P	2010-01-01	2020-12-09
	391 NOVOZYMES A/S ADR	P	2020-05-13	2020-12-09
	246 AMERICAN EXPRESS CO	P	2010-01-01	2020-12-18
	477 GILEAD SCIENCES INC	P	2010-01-01	2020-12-22
	166 KIMBERLY CLARK CORP	P	2010-01-01	2020-12-22
	335 INSULET CORP	P	2010-01-01	2020-12-22
	122 TYLER TECHNOLOGIES I	P	2010-01-01	2020-12-22
	2174 INTEL CORP	P	2010-01-01	2020-12-28
	0.8 VEREIT INC REIT	P	2019-05-23	2020-12-23
	167 OTIS WORLDWIDE CORPORATION	P	2020-05-13	2020-06-02
	Capital Gain Dividends

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	9,287	7,399	1,888
b	34,258	26,547	7,711
c	17,450	14,708	2,742
d	12,514	9,968	2,546
e	18,403	17,788	615
	7,637	7,787	-150
	8,688	9,429	-741
	7,128	5,499	1,629
	9,058	10,146	-1,088
	9,934	6,728	3,206
	7,787	8,303	-516
	20,568	10,354	10,214
	13,789	19,326	-5,537
	25,531	36,481	-10,950
	20,603	19,099	1,504
	9,142	10,951	-1,809
	8,165	6,380	1,785
	8,033	6,677	1,356
	14,527	12,020	2,507
	17,035	12,971	4,064
	24,447	22,649	1,798
	27,913	24,092	3,821
	10,470	10,880	-410
	7,205	6,208	997
	37,872	29,882	7,990
	15,406	7,630	7,776
	31,619	44,354	-12,735
	40,912	37,606	3,306
	10,592	9,363	1,229
	10,184	6,927	3,257
	300,000	298,902	1,098
	400,000	400,000
	34,166	11,091	23,075
	8,785	4,776	4,009
	31,715	9,761	21,954
	7,695	5,572	2,123
	14,544	10,838	3,706
	11,792	13,034	-1,242
	7,632	3,948	3,684
	10,517	7,991	2,526
	11,855	2,741	9,114
	72,089	32,492	39,597
	23,522	17,664	5,858
	8,528	9,458	-930
	22,119	14,781	7,338
	15,788	4,140	11,648
	8,165	3,625	4,540
	7,681	4,467	3,214
	13,867	7,477	6,390
	10,681	4,255	6,426
	10,716	4,483	6,233
	25,275	23,626	1,649
	15,992	14,794	1,198
	13,313	4,252	9,061
	16,547	8,770	7,777
	20,213	9,549	10,664
	8,016	7,207	809
	15,417	10,406	5,011
	18,363	7,000	11,363
	35,924	35,499	425
	9,747	6,508	3,239
	29,350	15,257	14,093
	6,550	4,358	2,192
	6,812	6,119	693
	8,212	1,307	6,905
	45,911	9,732	36,179
	9,629	4,698	4,931
	16,179	12,084	4,095
	14,068	10,007	4,061
	14,814	9,052	5,762
	8,689	7,410	1,279
	39,940	34,678	5,262
	9,619	4,791	4,828
	9,548	6,444	3,104
	10,055	5,010	5,045
	19,480	15,839	3,641
	8,437	4,909	3,528
	14,491	12,156	2,335
	19,121	10,135	8,986
	13,219	7,918	5,301
	65,923	16,094	49,829
	9,176	3,438	5,738
	11,076	3,316	7,760
	39,181	7,294	31,887
	7,529	5,518	2,011
	10,885	4,034	6,851
	7,573	6,433	1,140
	10,292	5,316	4,976
	16,370	10,924	5,446
	7,536	2,223	5,313
	30,332	6,910	23,422
	8,902	15,479	-6,577
	34,838	12,996	21,842
	14,232	10,194	4,038
	19,003	13,197	5,806
	10,226	7,068	3,158
	19,389	7,858	11,531
	59,662	71,214	-11,552
	108,071	78,642	29,429
	25,432	18,485	6,947
	8,492	5,457	3,035
	13,558	9,079	4,479
	28,813	11,025	17,788
	9,248	8,210	1,038
	14,558	5,235	9,323
	13,163	6,593	6,570
	9,650	1,862	7,788
	12,498	10,799	1,699
	13,232	19,355	-6,123
	8,834	5,862	2,972
	23,295	12,971	10,324
	10,540	6,786	3,754
	42,121	33,252	8,869
	7,989	5,264	2,725
	7,588	5,861	1,727
	43,750	13,785	29,965
	14,281	6,402	7,879
	9,609	8,564	1,045
	41,967	18,884	23,083
	11,382	5,433	5,949
	16,679	12,758	3,921
	31,229	29,280	1,949
	15,186	11,133	4,053
	20,151	12,198	7,953
	33,274	6,193	27,081
	12,592	5,520	7,072
	9,037	8,304	733
	10,318	5,345	4,973
	12,554	8,770	3,784
	37,595	38,929	-1,334
	9,331	6,603	2,728
	8,132	5,289	2,843
	34,245	26,073	8,172
	18,708	9,896	8,812
	8,335	7,986	349
	30,090	38,284	-8,194
	20,104	6,428	13,676
	7,724	4,152	3,572
	8,603	6,080	2,523
	49,467	24,307	25,160
	8,928	5,529	3,399
	15,238	11,967	3,271
	10,543	3,617	6,926
	14,342	12,150	2,192
	8,774	5,537	3,237
	31,678	34,020	-2,342
	9	8	1
	52,747	55,057	-2,310
	26,391	24,191	2,200
	82,741	70,679	12,062
	309,018	302,460	6,558
	24,727	43,299	-18,572
	498,698	698,496	-199,798
	366,566	513,438	-146,872
	15,794	12,507	3,287
	3,828	79,609	-75,781
	9,610	19,561	-9,951
	17,250	36,042	-18,792
	15,974	23,849	-7,875
	14,857	23,737	-8,880
	20,867	62,335	-41,468
	30,423	48,617	-18,194
	11,642	24,059	-12,417
	10,960	11,541	-581
	26,726	38,184	-11,458
	28,158	26,158	2,000
	13,443	62,333	-48,890
	26,282	26,969	-687
	24,848	31,820	-6,972
	200,000	200,000
	100,131	99,203	928
	21,946	29,742	-7,796
	50,063	49,602	461
	15,024	37,068	-22,044
	4	5	-1
	59,612	84,751	-25,139
	16,125	28,900	-12,775
	303,293	297,855	5,438
	100,005	99,203	802
	58,457	63,852	-5,395
	12,629	23,739	-11,110
	400,000	390,878	9,122
	25,306	25,933	-627
	106,780	98,125	8,655
	540,938	515,948	24,990
	225,000	216,959	8,041
	5,888	6,523	-635
	15,119	10,183	4,936
	6,110	4,228	1,882
	115,581	61,068	54,513
	5,830	6,904	-1,074
	7,599	7,970	-371
	6,784	6,361	423
	17,552	25,695	-8,143
	6,382	7,464	-1,082
	8,049	4,919	3,130
	2,897,486	2,666,042	231,444
	10,405	1,247	9,158
	6,440	5,732	708
	16,874	20,008	-3,134
	6,953	4,870	2,083
	30,749	27,695	3,054
	10,117	7,014	3,103
	6,809	6,240	569
	9,047	7,653	1,394
	7,385	5,531	1,854
	8,553	9,001	-448
	20,862	37,077	-16,215
	43,783	33,297	10,486
	119,873	104,201	15,672
	21,753	34,699	-12,946
	473,880	520,745	-46,865
	19,249	18,033	1,216
	136,130	130,964	5,166
	126,946	119,408	7,538
	24,073	24,137	-64
	30,637	32,959	-2,322
	32,112	9,173	22,939
	27,252	11,366	15,886
	22,175	9,709	12,466
	31,884	12,344	19,540
	41,577	23,236	18,341
	45,421	17,542	27,879
	30,736	3,682	27,054
	22,013	21,117	896
	21,749	7,361	14,388
	29,880	41,211	-11,331
	31,417	6,358	25,059
	537,333	471,413	65,920
	14,419	11,809	2,610
	6,143	4,859	1,284
	29,040	11,186	17,854
	44,921	48,433	-3,512
	22,679	25,127	-2,448
	16,666	6,495	10,171
	42,662	40,282	2,380
	46,173	17,643	28,530
	7,639	1,467	6,172
	14,512	3,252	11,260
	72,543	65,200	7,343
	66,328	36,406	29,922
	56,320	34,086	22,234
	61,354	9,778	51,576
	6	4	2
	3	4	-1
	93,219	83,011	10,208
	24,517	23,831	686
	99,095	83,478	15,617
	25,304	23,223	2,081
	106,826	28,912	77,914
	28,354	11,827	16,527
	31,966	14,146	17,820
	22,524	16,325	6,199
	25,044	13,779	11,265
	21,832	13,442	8,390
	25,447	36,365	-10,918
	29,382	21,507	7,875
	23,769	16,617	7,152
	30,891	11,855	19,036
	31,573	19,385	12,188
	27,938	3,830	24,108
	66,229	30,613	35,616
	20,566	10,907	9,659
	26,850	20,270	6,580
	20,807	13,842	6,965
	25,731	14,270	11,461
	21,025	23,510	-2,485
	20,368	15,672	4,696
	23,840	19,526	4,314
	48,416	20,436	27,980
	21,399	17,938	3,461
	22,453	19,384	3,069
	30,271	14,192	16,079
	21,892	6,767	15,125
	31,779	26,411	5,368
	29,738	5,904	23,834
	57,389	33,285	24,104
	29,024	38,553	-9,529
	24,942	28,981	-4,039
	35,390	30,815	4,575
	40,371	38,215	2,156
	16,718	11,228	5,490
	34,491	47,751	-13,260
	53,150	8,715	44,435
	11,137	14,946	-3,809
	24,357	26,291	-1,934
	27,408	21,433	5,975
	35,625	29,062	6,563
	122,484	93,617	28,867
	18,446	15,177	3,269
	20,968	28,159	-7,191
	38,103	37,271	832
	26,629	28,417	-1,788
	125,304	101,643	23,661
	81,348	57,212	24,136
	30,783	25,129	5,654
	28,379	17,457	10,922
	10,089	6,621	3,468
	11,068	10,837	231
	13,016	10,045	2,971
	30,948	14,344	16,604
	4,917	4,511	406
	7,287	7,913	-626
	6,145	9,729	-3,584
	11,471	5,913	5,558
	9,623	10,353	-730
	56,021	14,178	41,843
	5,142	4,111	1,031
	5,193	4,409	784
	2,508	2,432	76
	17,220	6,385	10,835
	17,276	19,733	-2,457
	29,941	19,458	10,483
	12,891	7,284	5,607
	12,729	8,176	4,553
	21,401	13,666	7,735
	18,086	17,519	567
	6,243	7,742	-1,499
	29,182	12,136	17,046
	18,535	12,345	6,190
	8,731	4,398	4,333
	15,900	9,002	6,898
	5,591	9,382	-3,791
	27,549	8,770	18,779
	24,749	33,456	-8,707
	5,827	3,247	2,580
	8,140	7,301	839
	8,562	2,549	6,013
	14,288	11,595	2,693
	11,974	10,524	1,450
	11,034	7,580	3,454
	36,583	22,094	14,489
	8,829	7,821	1,008
	26,617	36,005	-9,388
	15,970	13,995	1,975
	50,440	17,353	33,087
	14,945	20,291	-5,346
	11,790	7,407	4,383
	42,565	12,184	30,381
	7,690	6,964	726
	4,072	2,035	2,037
	4,865	6,501	-1,636
	12,894	15,291	-2,397
	13,500	10,039	3,461
	7,172	4,571	2,601
	21,633	20,179	1,454
	22,275	16,482	5,793
	13,278	8,702	4,576
	7,443	6,882	561
	28,345	13,431	14,914
	14,526	10,801	3,725
	8,700	23,804	-15,104
	6,557	7,862	-1,305
	18,304	9,640	8,664
	5,205	3,632	1,573
	17,640	7,185	10,455
	14,517	6,298	8,219
	9,642	5,342	4,300
	12,689	15,520	-2,831
	14,581	1,990	12,591
	6,942	6,637	305
	9,028	7,537	1,491
	13,568	11,474	2,094
	30,562	15,329	15,233
	11,720	6,282	5,438
	17,448	5,380	12,068
	7,923	4,866	3,057
	16,799	6,943	9,856
	5,053	7,244	-2,191
	10,492	8,485	2,007
	21,008	9,351	11,657
	29,641	9,198	20,443
	3,384	2,303	1,081
	13,825	7,630	6,195
	12,800	3,592	9,208
	3,449	1,344	2,105
	3,287	3,110	177
	9,438	4,085	5,353
	22,424	17,908	4,516
	9,044	8,585	459
	80,296	59,857	20,439
	23,179	12,167	11,012
	8,362	7,447	915
	5,036	3,338	1,698
	6,051	2,838	3,213
	4,372	3,346	1,026
	18,233	20,098	-1,865
	14,732	13,033	1,699
	20,732	6,174	14,558
	35,696	12,523	23,173
	25,450	25,802	-352
	4,137	3,828	309
	14,889	13,149	1,740
	4,299	3,990	309
	3,889	5,302	-1,413
	11,094	10,619	475
	15,126	6,744	8,382
	2,974	2,331	643
	20,540	19,451	1,089
	61,467	9,555	51,912
	2,714	2,226	488
	2,759	2,125	634
	37,951	22,572	15,379
	2,637	1,679	958
	9,560	6,790	2,770
	29,707	13,274	16,433
	63,457	13,061	50,396
	8,910	6,878	2,032
	3,698	4,447	-749
	17,797	6,598	11,199
	29,059	16,885	12,174
	6,853	8,171	-1,318
	11,511	14,015	-2,504
	34,453	40,940	-6,487
	17,192	4,287	12,905
	4,831	4,171	660
	3,412	7,161	-3,749
	22,657	15,826	6,831
	8,548	8,108	440
	8,298	2,918	5,380
	38,756	12,671	26,085
	12,001	4,702	7,299
	19,980	6,680	13,300
	15,819	14,616	1,203
	6,422	4,593	1,829
	12,779	9,958	2,821
	17,641	12,055	5,586
	32,397	11,146	21,251
	18,537	8,666	9,871
	50,347	26,192	24,155
	12,309	9,266	3,043
	14,679	13,115	1,564
	3,883	4,128	-245
	2,954	3,552	-598
	6,896	7,348	-452
	3,912	3,062	850
	5,033	5,006	27
	41,929	16,469	25,460
	3,512	5,166	-1,654
	9,318	6,281	3,037
	29,397	13,941	15,456
	24,850	15,352	9,498
	18,544	9,998	8,546
	25,431	8,580	16,851
	34,441	25,155	9,286
	24,690	23,302	1,388
	9,054	3,231	5,823
	13,178	4,301	8,877
	40,356	32,069	8,287
	7,086	2,365	4,721
	19,320	16,471	2,849
	25,278	24,855	423
	31,837	15,187	16,650
	125,615	36,550	89,065
	22,525	15,050	7,475
	24,789	4,239	20,550
	2,350		2,350
	11,986	4,615	7,371
	24,570	22,646	1,924
	77,451	72,213	5,238
	24,935	15,589	9,346
	21,477	19,886	1,591
	29,355	18,502	10,853
	27,987	37,101	-9,114
	22,405	18,819	3,586
	81,263	35,101	46,162
	54,830	23,499	31,331
	101,431	105,633	-4,202
	29	34	-5
	8,645	8,676	-31
			62,712

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			1,888
b			7,711
c			2,742
d			2,546
e			615
			-150
			-741
			1,629
			-1,088
			3,206
			-516
			10,214
			-5,537
			-10,950
			1,504
			-1,809
			1,785
			1,356
			2,507
			4,064
			1,798
			3,821
			-410
			997
			7,990
			7,776
			-12,735
			3,306
			1,229
			3,257
			1,098

			23,075
			4,009
			21,954
			2,123
			3,706
			-1,242
			3,684
			2,526
			9,114
			39,597
			5,858
			-930
			7,338
			11,648
			4,540
			3,214
			6,390
			6,426
			6,233
			1,649
			1,198
			9,061
			7,777
			10,664
			809
			5,011
			11,363
			425
			3,239
			14,093
			2,192
			693
			6,905
			36,179
			4,931
			4,095
			4,061
			5,762
			1,279
			5,262
			4,828
			3,104
			5,045
			3,641
			3,528
			2,335
			8,986
			5,301
			49,829
			5,738
			7,760
			31,887
			2,011
			6,851
			1,140
			4,976
			5,446
			5,313
			23,422
			-6,577
			21,842
			4,038
			5,806
			3,158
			11,531
			-11,552
			29,429
			6,947
			3,035
			4,479
			17,788
			1,038
			9,323
			6,570
			7,788
			1,699
			-6,123
			2,972
			10,324
			3,754
			8,869
			2,725
			1,727
			29,965
			7,879
			1,045
			23,083
			5,949
			3,921
			1,949
			4,053
			7,953
			27,081
			7,072
			733
			4,973
			3,784
			-1,334
			2,728
			2,843
			8,172
			8,812
			349
			-8,194
			13,676
			3,572
			2,523
			25,160
			3,399
			3,271
			6,926
			2,192
			3,237
			-2,342
			1
			-2,310
			2,200
			12,062
			6,558
			-18,572
			-199,798
			-146,872
			3,287
			-75,781
			-9,951
			-18,792
			-7,875
			-8,880
			-41,468
			-18,194
			-12,417
			-581
			-11,458
			2,000
			-48,890
			-687
			-6,972

			928
			-7,796
			461
			-22,044
			-1
			-25,139
			-12,775
			5,438
			802
			-5,395
			-11,110
			9,122
			-627
			8,655
			24,990
			8,041
			-635
			4,936
			1,882
			54,513
			-1,074
			-371
			423
			-8,143
			-1,082
			3,130
			231,444
			9,158
			708
			-3,134
			2,083
			3,054
			3,103
			569
			1,394
			1,854
			-448
			-16,215
			10,486
			15,672
			-12,946
			-46,865
			1,216
			5,166
			7,538
			-64
			-2,322
			22,939
			15,886
			12,466
			19,540
			18,341
			27,879
			27,054
			896
			14,388
			-11,331
			25,059
			65,920
			2,610
			1,284
			17,854
			-3,512
			-2,448
			10,171
			2,380
			28,530
			6,172
			11,260
			7,343
			29,922
			22,234
			51,576
			2
			-1
			10,208
			686
			15,617
			2,081
			77,914
			16,527
			17,820
			6,199
			11,265
			8,390
			-10,918
			7,875
			7,152
			19,036
			12,188
			24,108
			35,616
			9,659
			6,580
			6,965
			11,461
			-2,485
			4,696
			4,314
			27,980
			3,461
			3,069
			16,079
			15,125
			5,368
			23,834
			24,104
			-9,529
			-4,039
			4,575
			2,156
			5,490
			-13,260
			44,435
			-3,809
			-1,934
			5,975
			6,563
			28,867
			3,269
			-7,191
			832
			-1,788
			23,661
			24,136
			5,654
			10,922
			3,468
			231
			2,971
			16,604
			406
			-626
			-3,584
			5,558
			-730
			41,843
			1,031
			784
			76
			10,835
			-2,457
			10,483
			5,607
			4,553
			7,735
			567
			-1,499
			17,046
			6,190
			4,333
			6,898
			-3,791
			18,779
			-8,707
			2,580
			839
			6,013
			2,693
			1,450
			3,454
			14,489
			1,008
			-9,388
			1,975
			33,087
			-5,346
			4,383
			30,381
			726
			2,037
			-1,636
			-2,397
			3,461
			2,601
			1,454
			5,793
			4,576
			561
			14,914
			3,725
			-15,104
			-1,305
			8,664
			1,573
			10,455
			8,219
			4,300
			-2,831
			12,591
			305
			1,491
			2,094
			15,233
			5,438
			12,068
			3,057
			9,856
			-2,191
			2,007
			11,657
			20,443
			1,081
			6,195
			9,208
			2,105
			177
			5,353
			4,516
			459
			20,439
			11,012
			915
			1,698
			3,213
			1,026
			-1,865
			1,699
			14,558
			23,173
			-352
			309
			1,740
			309
			-1,413
			475
			8,382
			643
			1,089
			51,912
			488
			634
			15,379
			958
			2,770
			16,433
			50,396
			2,032
			-749
			11,199
			12,174
			-1,318
			-2,504
			-6,487
			12,905
			660
			-3,749
			6,831
			440
			5,380
			26,085
			7,299
			13,300
			1,203
			1,829
			2,821
			5,586
			21,251
			9,871
			24,155
			3,043
			1,564
			-245
			-598
			-452
			850
			27
			25,460
			-1,654
			3,037
			15,456
			9,498
			8,546
			16,851
			9,286
			1,388
			5,823
			8,877
			8,287
			4,721
			2,849
			423
			16,650
			89,065
			7,475
			20,550
			2,350
			7,371
			1,924
			5,238
			9,346
			1,591
			10,853
			-9,114
			3,586
			46,162
			31,331
			-4,202
			-5
			-31

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	2,675,012
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 ...................		3	107,406

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

Reserved...........................

Reserved,..........................

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 and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)
b	Reserved................................	1	54,303
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
3	Add lines 1 and 2...........................	3	54,303
4	Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	4
5	Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- .....	5	54,303
6	Credits/Payments:

a	2020 estimated tax payments and 2019 overpayment credited to 2020	6a	57,510
b	Exempt foreign organizations—tax withheld at source......	6b
c	Tax paid with application for extension of time to file (Form 8868)...	6c
d	Backup withholding erroneously withheld ...........	6d

7	Total credits and payments. Add lines 6a through 6d..............		7	57,510
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8	92
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	3,115
11	Enter the amount of line 10 to be: Credited to 2021 estimated tax3,115	Refunded	11

Part VII-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. bullet

$ (2) On foundation managers. bullet

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. bullet

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

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?................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

Form 990-PF (2020)

Page 5

Part VII-A

Statements Regarding Activities (continued)

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address bullet

www.pucf.org

The books are in care of bullet

Peoples United Community Foun Telephone no. bullet

(203) 338-6111

Located at bullet

850 Main StreetBridgeportCT ZIP+4 bullet

06604

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

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

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? YesNo

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person?......................YesNo

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? YesNo

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? YesNo

(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)?...............YesNo

(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.).......YesNo

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 ........

Organizations relying on a current notice regarding disaster assistance check here........ bullet

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?.............

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)):

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?.............YesNo

If "Yes," list the years bullet

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year?......................YesNo

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.)..................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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?

Form 990-PF (2020)

Page 6

Part VII-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? YesNo

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive?.............YesNo

(3) Provide a grant to an individual for travel, study, or other similar purposes? YesNo

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions................YesNo

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals?.....YesNo

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 ......

Organizations relying on a current notice regarding disaster assistance check here......... bullet

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?..........YesNo

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract?.....................YesNo

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction? YesNo

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....

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? .................YesNo

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
Jack P Barnes	Chairman 1.00	0
850 Main Street Bridgeport,CT06604	Chairman 1.00	0
Marina C Henninger	Treasurer 1.00	4,598	1,150
850 Main Street Bridgeport,CT06604	Treasurer 1.00	4,598	1,150
Arthur F Casavant	Vice President 1.00	0
850 Main Street Bridgeport,CT06604	Vice President 1.00	0
Michael J Casparino	Vice President 1.00	0
850 Main Street Bridgeport,CT06604	Vice President 1.00	0
Karen T Galbo	Executive Dir. 40.00	108,504	27,125
850 Main Street Bridgeport,CT06604	Executive Dir. 40.00	108,504	27,125
Armando F Goncalves	Director 1.00	0
850 Main Street Bridgeport,CT06604	Director 1.00	0
Kathleen E Jones	Vice President 1.00	0
850 Main Street Bridgeport,CT06604	Vice President 1.00	0
Dianne M Mercier	Vice President 1.00	0
850 Main Street Bridgeport,CT06604	Vice President 1.00	0
Jack G Bundschuh	Vice President 1.00	0
850 Main Street Bridgeport,CT06604	Vice President 1.00	0
Michael L Seaver	Vice President 1.00	0
850 Main Street Bridgeport,CT06604	Vice President 1.00	0
John T Mast	Vice President 1.00	0
850 Main Street Bridgeport,CT06604	Vice President 1.00	0
Patrick J Sullivan	Vice President 1.00	0
850 Main Street Bridgeport,CT06604	Vice President 1.00	0
Daniel P Thornton	Vice President 1.00	0
850 Main Street Bridgeport,CT06604	Vice President 1.00	0
George P Carter	Director 1.00	0
850 Main Street Bridgeport,CT06604	Director 1.00	0
Robert B Dannies Jr	Director 1.00	0
850 Main Street Bridgeport,CT06604	Director 1.00	0
Sara M Longobardi	Director 1.00	0
850 Main Street Bridgeport,CT06604	Director 1.00	0
John B Eagan	Secretary 1.00	2,952	738
850 Main Street Bridgeport,CT06604	Secretary 1.00	2,952	738
Lia T Martino	Comm Prog Spec 30.00	42,179	10,545
850 Main Street Bridgeport,CT06604	Comm Prog Spec 30.00	42,179	10,545
Louise T Sandberg	Director 1.00	0
850 Main Street Bridgeport,CT06604	Director 1.00	0
Jeff J Tengel	Director 1.00	0
850 Main Street Bridgeport,CT06604	Director 1.00	0
Nancy A Bigonette	Comm Impact Coo 30.00	43,207	10,802
850 Main Street Bridgeport,CT06604	Comm Impact Coo 30.00	43,207	10,802

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...................

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............. bullet

Part IX-A

Summary of Direct Charitable Activities

List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.	Expenses
1


2


3


4

Part IX-B

Summary of Program-Related Investments (see instructions)

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.	Amount
1


2


All other program-related investments. See instructions.
3

Total. Add lines 1 through 3......................... bullet

Form 990-PF (2020)

Page 8

Part X

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

50,233,142

Average of monthly cash balances.......................

1,612,640

Fair market value of all other assets (see instructions)................

110,897

Total (add lines 1a, b, and c).........................

51,956,679

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

51,956,679

Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see

instructions) .............................

779,350

Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4

51,177,329

Minimum investment return. Enter 5% of line 5..................

2,558,866

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.)

Minimum investment return from Part X, line 6....................

2,558,866

Tax on investment income for 2020 from Part VI, line 5......

54,303

Income tax for 2020. (This does not include the tax from Part VI.)...

Add lines 2a and 2b............................

54,303

Distributable amount before adjustments. Subtract line 2c from line 1............

2,504,563

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

2,504,563

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...

2,504,563

Part XII

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

3,439,356

Program-related investments—total from Part IX-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4

3,439,356

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.................

Adjusted qualifying distributions. Subtract line 5 from line 4..............

3,439,356

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)

Page 9

Part XIII

Undistributed Income (see instructions)

		(a) Corpus	(d) 2020
1 Distributable amount for 2020 from Part XI, line 7			2,504,563
2 Undistributed income, if any, as of the end of 2020:
a Enter amount for 2019 only.......
b Total for prior years:20, 20, 20
3 Excess distributions carryover, if any, to 2020:
a From 2015......
b From 2016......	114,941
c From 2017......	376,060
d From 2018......	591,443
e From 2019......	699,501
fTotal of lines 3a through e........		1,781,945
4Qualifying distributions for 2020 from Part
XII, line 4: $ 3,439,356
a Applied to 2019, but not more than line 2a
b Applied to undistributed income of prior years (Election required—see instructions).....
c Treated as distributions out of corpus (Election required—see instructions)........		0
d Applied to 2020 distributable amount.....			2,504,563
e Remaining amount distributed out of corpus		934,793
5 Excess distributions carryover applied to 2020.
(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		2,716,738
b Prior years’ undistributed income. Subtract line 4b from line 2b ..........
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......
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........
e Undistributed income for 2019. Subtract line 4a from line 2a. Taxable amount—see instructions .............
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) .......
8 Excess distributions carryover from 2015 not applied on line 5 or line 7 (see instructions) ...
9Excess distributions carryover to 2021. Subtract lines 7 and 8 from line 6a ......		2,716,738
10 Analysis of line 9:
a Excess from 2016....	114,941
b Excess from 2017....	376,060
c Excess from 2018....	591,443
d Excess from 2019....	699,501
e Excess from 2020....	934,793

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 section4942(j)(3) or4942(j)(5)

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	(e) Total

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

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:

People's United Community Foundatio
850 Main Street
Bridgeport,CT06604
(203) 338-6111
foundation@peoples.com

bThe form in which applications should be submitted and information and materials they should include:

Online application only. Include most recent Audited Financial Statement, Project and Organization Budget, previous year budget vs. actuals, signed W-9 form, Form 990, and Funding Sources Form.See www.pucf.org for more details

cAny submission deadlines:

11/30/2019, 3/31/2020, 7/31/2020

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

-Recognized public 501(c)(3) nonprofit organization for minimum of two years and program/service for which funding is being requested must be operating for twelve months minimum and demonstrate outcomes.-Must operate or serve individuals within cities/towns where People's United Bank branches are located-Must fit within three areas of focus: community development, youth development, and affordable housing development-Must not be on PUCF's list of ineligible activities-See www.pucf.org for more details

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
See Attachment 850 Main Street Bridgeport,CT06604	None	PC	See Attachment	3,053,376
Total ................................. 3a				3,053,376

bApproved for future payment

Total ................................. 3b

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	(e) Related or exempt function income (See instructions.)
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	12,361
4 Dividends and interest from securities....			14	1,328,670
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	2,675,012
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)..				4,016,043

13Total. Add line 12, columns (b), (d), and (e)..................

4,016,043

(See worksheet in line 13 instructions to verify calculations.)

Part XVI-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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)

Page 13

Part XVII

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2020)

Additional Data

Software ID:	20011551
Software Version:	2020v4.0

Form 990PF - Special Condition Description:

Special Condition Description

Name of organization Peoples United Community Foundation

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	Peoples United Bank 850 Main Street Bridgeport, CT06604	$ 307,490	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2020)

Name of organization Peoples United Community Foundation		Employer identification number 20-8675365

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
1	Payroll and occupancy expenses paid on behalf of the Foundation.	$ 307,490	2020-12-31
(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)

Name of Bond	End of Year Book Value	End of Year Fair Market Value
Bank of Amer 3.875% 8/1/25	245,057	245,057
BP Capital Mkts 3.814% 2/10/24	274,562	274,562
Goldman Sachs 3.5% 1/23/25	275,915	275,915
Hyundai Cap Amer 2.75% 9/27/26	265,512	265,512
Mitsubishi UFJ 2.757% 9/13/26	220,032	220,032
Wells Fargo 3.0% 10/23/26	276,992	276,992
Comcast Corp 3.3% 2/1/27	282,045	282,045
Commonwealth Bank 2.75% 3/10/22	257,390	257,390
National Australian Bank 3.5% 1/10/27	404,270	404,270
Skandinaviska Enskil 2.8% 3/11/22	257,380	257,380
Walt Disney 2.95% 6/15/27	334,194	334,194
Westpac Banking corp 2.65% 1/25/21	100,141	100,141
Morgan Stanley 4.0% 7/23/25	286,092	286,092
Oracle Corp 3.25% 11/15/27	285,272	285,272
Citigroup Inc 3.52% 10/27/28	282,640	282,640
JP Morgan & Co Floating Rate 1/23/29	341,187	341,187
IBM Corp 3.0% 5/15/24	270,820	270,820

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
Pimco High-Yield Instl	FMV	1,234,629	1,234,629
Vanguard GNMA Fund Admiral Shs	FMV	836,897	836,897
State Bank of India 2.25% 1/26/22	FMV	255,868	255,868
Invesco Oppenheimer Dev Mkrs R6	FMV	2,479,329	2,479,329
The International Energy Fund K	FMV	1,787,793	1,787,793
Blackrock Strategic Income Opportunities	FMV	676,791	676,791
Cohen & Steers Inst Realty	FMV	559,628	559,628
Matthews China Instl	FMV	1,025,061	1,025,061
PIMCO Investment Grade Credit Bond Fund	FMV	451,676	451,676
Vanguard Mortgage Backed Securities Inde	FMV	979,300	979,300

Description	Revenue and Expenses per Books	Disbursements for Charitable Purposes
D & O Insurance	4,215	4,215
Office Supplies and Expenses	12,457	12,457
State Filing Fees	25	25
Trust Department Fees	8,200	8,200


Name of organization Peoples United Community Foundation			Employer identification number 20-8675365
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.) $ Use duplicate copies of Part III if additional space is needed.

Name of Stock	End of Year Book Value	End of Year Fair Market Value
Abbott Labs	207,593	207,593
Abbvie Inc	85,399	85,399
Acadia Healthcare Co Inc	108,461	108,461
Adobe Systems Inc	333,580	333,580
Airbus SE ADR	27,353	27,353
Akamai Technologies Inc	41,471	41,471
Alexion Pharmaceuticals Inc	42,185	42,185
Alphabet Inc Cl A	213,822	213,822
Alphabet Inc Cl C	220,737	220,737
Amazon.com Inc	648,129	648,129
American Campus Communities Inc REIT	65,353	65,353
Amgen Inc	112,431	112,431
Anheuser Busch Inbev SA/NV ADR	24,468	24,468
Apple Inc	971,822	971,822
Aptar Group Inc	75,426	75,426
Artisan Partners Asset Mgmt	43,695	43,695
Berkshire Hathaway Inc	147,701	147,701
BJ's Wholesale Club Holdings Inc	101,998	101,998
Booz Allen Hamilton Holding Co	116,821	116,821
Burlington Stores Inc	102,528	102,528
Carlsberg AS Sp ADR Rep B	29,945	29,945
Catalent Inc	140,703	140,703
Cavco Inds Inc Del	74,040	74,040
Chevron Corp	150,152	150,152
Chubb Limited	38,634	38,634
Cisco Systems Inc	59,786	59,786
Cognex Corporation	99,553	99,553
Comcast Corp	129,218	129,218
ConocoPhillips	135,806	135,806
Costco Wholesale Corporation	273,165	273,165
Cummins Inc	58,138	58,138
Danaher Corp	286,116	286,116
DBS Group Hldgs Spon ADR	29,253	29,253
DNB Nor ASA Sponsor ADR	30,139	30,139
Dorman Products Inc	81,958	81,958
Dril Quip Inc	18,572	18,572
Eagle Materials Inc	83,006	83,006
Easterly Gvmt Pptys Inc REIT	80,113	80,113
Ecolab Inc	217,225	217,225
Exponent Inc	139,366	139,366
Facebook Inc	393,624	393,624
Fidelity National Information Services I	41,589	41,589
Five Below Inc	119,161	119,161
Gartner Group Inc	99,959	99,959
Glacier Bancorp Inc	58,571	58,571
Graco Inc	90,799	90,799
Grainger W W Inc	42,059	42,059
Home Depot Inc	321,135	321,135
Honeywell Intl	292,250	292,250
Johnson & Johnson	149,826	149,826
JP Morgan Chase	234,063	234,063
Julius Baer Group Ltd	31,467	31,467
Koninklijke Philips Electronic	64,842	64,842
Lithia Motors Inc Cl A	139,018	139,018
Marketaxess Holdings Inc	89,578	89,578
McDonald's Corp	94,630	94,630
Medtronic PLC	47,207	47,207
Metlife Inc	50,190	50,190
Microsoft Corp	801,157	801,157
Morgan Stanley	29,605	29,605
Murata Mfg Inc Unsp/ADR	46,693	46,693
Nextera Energy Inc	246,186	246,186
Nordson Corp	116,149	116,149
OGE Energy Corp	63,115	63,115
Palo Alto Networks Inc	48,688	48,688
Paypal Holdings Inc	191,341	191,341
People's United Financial Inc	10,900,967	10,900,967
Pepsico Inc	180,926	180,926
Physicians Realty Trust	78,890	78,890
Portland Gen Elec Co	68,004	68,004
Power Integrations Inc	64,015	64,015
Quaker Chemical Corp	136,577	136,577
Qualcomm Inc	69,772	69,772
RBC Bearings Inc	116,376	116,376
Ritchie Bros Auctioneers	124,077	124,077
Roche Holding Ltd ADR	23,596	23,596
RPM International Inc	129,452	129,452
Signature Bank	101,873	101,873
Smith & Nephew PLC ADR	23,404	23,404
Steris PLC	98,371	98,371
Sun Communities Inc REIT	119,889	119,889
Texas Instruments Inc	285,586	285,586
Thermo Fisher Scientific Inc	336,293	336,293
TJX Companies Inc	159,662	159,662
Toro Co	118,929	118,929
Union Pacific Corp	245,075	245,075
United Parcel Service	96,325	96,325
Unitedhealth Group Inc	337,003	337,003
Verizon Communications	186,942	186,942
VISA Inc Cl A	426,305	426,305
VMWare Inc	30,016	30,016
Wal-Mart Stores Inc	33,875	33,875
Walt Disney Holdings Co	211,618	211,618
Zebra Technologies Corp	172,180	172,180
Zoetis Inc	338,116	338,116
AIA Group Ltd	31,022	31,022
Astrazeneca PLC	23,845	23,845
BAE Systems	21,194	21,194
Bank of America Corp	154,399	154,399
Coresite Realty Corp REIT	64,770	64,770
Fiserv Inc	135,152	135,152
Pinnacle Financial Partners Inc	103,362	103,362
Polaris Industries	77,177	77,177
Pool Corp	76,735	76,735
Schneider National	42,849	42,849
Silicon Laboratories	102,636	102,636
Splunk Inc	38,905	38,905
Summit Hotel Properties Inc REIT	51,042	51,042
T Rowe Price International	403,904	403,904
Western Alliance Bancorp	121,938	121,938
Alibaba Group Holding Ltd	57,252	57,252
American International Group	74,584	74,584
Aon PLC	167,115	167,115
Avery Dennison Corp	197,145	197,145
Biomarin Pharmaceutical Inc	24,378	24,378
Bio-Rad Laboratories Inc	129,996	129,996
Carters Inc	58,512	58,512
Citigroup Inc	47,602	47,602
Danone SA ADR	23,155	23,155
Deutsche Boerse ADR	22,013	22,013
Deutsche Post AG Spons	29,435	29,435
Edwards Lifesciences Inc	174,158	174,158
EPam Systems Inc	109,655	109,655
Equinox Inc REIT	40,708	40,708
Fanuc Corp ADR	32,423	32,423
Hexcel Corp	65,171	65,171
Illinois Tool Works	201,230	201,230
Industria De Diseno Textile SA	40,704	40,704
IShares Nasdaq Biotechnology ETF	201,027	201,027
Jazz Pharmaceuticals	91,108	91,108
Molson Coors Brewing Co	41,439	41,439
Mondelez International Inc	28,416	28,416
Neurocrine Biosciences Inc	88,757	88,757
Nike Inc Cl B	209,517	209,517
Nordea Bank ABP ADR	25,930	25,930
Nutanix Inc Cl A	19,759	19,759
Nutrien Ltd	58,370	58,370
Oneok Inc	46,862	46,862
Parsley Energy Inc	65,476	65,476
Prosperity Bancshares Inc	55,280	55,280
Rapid 7 Inc	124,240	124,240
SAP SE ADR	29,599	29,599
Target Corp	71,848	71,848
Texas Roadhouse Inc	100,826	100,826
Weyerhaeuser Co REIT	25,650	25,650
Advanced Auto Parts Inc	32,290	32,290
Best Buy Co	142,700	142,700
Grand Canyon Education Inc	49,069	49,069
Kontoor Brands Inc	51,065	51,065
Lear Corp	46,596	46,596
Vail Resorts Inc	57,466	57,466
Church & Dwight Inc	128,403	128,403
Lamb Weston Holdings Inc	119,449	119,449
Phillips 66	53,154	53,154
Ameriprise Financial Inc	64,712	64,712
Atlantic Union Bankshares Corp	48,982	48,982
MSCI Inc	220,139	220,139
Marsh & McLennan Companies Inc	106,938	106,938
Progressive Corp	152,572	152,572
Prosus NV ADR	39,181	39,181
TCF Financial Corp	83,443	83,443
Vereit Inc REIT	46,633	46,633
Cardinal Health Inc	39,045	39,045
Siemens AG Sponsored ADR	41,053	41,053
Ingersoll-Rand Public Limited Co	131,623	131,623
TE Connectivity Ltd	50,002	50,002
Gibraltar Industries Inc	135,391	135,391
Uber Technologies Inc	49,215	49,215
NXP Semiconductors NV	28,463	28,463
Capgemini SE	32,798	32,798
Entegris Inc	119,741	119,741
Envestnet Inc	62,129	62,129
Hitachi Limited	27,482	27,482
Netapp Inc	77,037	77,037
Nividia Corp	65,275	65,275
Corteva Inc	58,777	58,777
Lamar Advertising Co Cl A REIT	117,590	117,590
NRG Energy Inc	85,464	85,464
RWE Aktiengesellschaf ADR	25,337	25,337
3M Company	22,024	22,024
Accenture PLC Ireland	193,557	193,557
Adecco Group SA ADR	28,276	28,276
Air Liquide ADR	26,217	26,217
Alcon Inc	25,204	25,204
Amadeus IT Group	13,190	13,190
Anglo American PLC ADR	48,768	48,768
Aptiv PLC	33,094	33,094
ASML Holding	57,551	57,551
Atlas Corp	41,474	41,474
Atlassian Corp	14,734	14,734
Brambles ADR	26,256	26,256
Bright Horizons Family Solutions	75,770	75,770
Cerence Inc	150,519	150,519
Chemed Corp	71,902	71,902
CME Group Inc	26,215	26,215
Compagnie De Saint-Gobain ADR	28,935	28,935
Dollar General Corp	151,626	151,626
Dover Corp	150,616	150,616
Electronic Arts Inc	106,695	106,695
Element Solutions Inc	76,239	76,239
Enel SPA ADR	27,563	27,563
Equinor ASA ADR	42,610	42,610
Fastenal Company	128,765	128,765
Federal Signal Corp	79,343	79,343
First American Financial Corp	47,138	47,138
Genuine Parts Co	38,465	38,465
Globus Medical Inc	76,242	76,242
His Market Ltd	47,700	47,700
Horizon Therapeutics PLC	75,125	75,125
Hubspot Inc	172,451	172,451
Hudson Pacific Properties	64,374	64,374
Idacorp Inc	63,572	63,572
Ingredion Inc	34,693	34,693
Integer Holdings Corp	59,188	59,188
KBC Group NV ADR	24,460	24,460
Kemper Corp	71,529	71,529
Kinder Morgan Inc	23,964	23,964
Kinsale Capital Group	71,847	71,847
Komatsu Ltd ADR	27,754	27,754
Koninklijke Ahold DE	22,649	22,649
Lancaster Colony Corp	91,130	91,130
Lauder Estee Cos Inc Cl A	139,217	139,217
Lockheed Martin Corp	102,234	102,234
Merck & Co New	48,753	48,753
Merck KGAA ADR	41,901	41,901
Molina Healthcare Inc	83,371	83,371
Monster Beverage Corp	37,269	37,269
NASDAQ Inc	138,846	138,846
Northern Trust Corp	21,981	21,981
Parker Hannifin Corp	25,062	25,062
Performance Food Group	51,371	51,371
Pernod Ricard SA ADR	40,865	40,865
Piper Sandler	76,079	76,079
Qorvo Inc	204,678	204,678
Radian Group Inc	36,896	36,896
Raytheon Technologies	75,372	75,372
Reckitt Benckiser Spon ADR	22,875	22,875
Rio Tinto PLC Spon ADR	55,061	55,061
Salesforce.com Inc	68,762	68,762
Sands China Ltd ADR	38,513	38,513
Sanofi Sponsored ADR	25,121	25,121
Syneos Health Inc	86,525	86,525
Taiwan Semiconductor	29,659	29,659
Temenos ADR	24,200	24,200
Trane Technologies PLC	147,337	147,337
UCB SA ADR	20,828	20,828
Ulta Beauty Inc	44,510	44,510
Viatris Inc	13,530	13,530
Vici Properties Inc	33,609	33,609
Voya Financial Inc	101,212	101,212
Westrock Co	35,390	35,390
Workday Inc	14,856	14,856
Yum China Holdings Inc	25,919	25,919
Zurich Ins Group Ltd ADR	29,620	29,620

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
Blackbaud Subscription & Training	22,095	0	0	22,095
Investment Management Services	89,880	89,880	0	0