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
TAUCK FAMILY FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)10 WESTPORT ROAD PO BOX 650
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WILTON, CT06897
A Employer identification number

27-0729341
B Telephone number (see instructions)

(203) 899-6824
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$27,619,312
J 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) 235,664
2 Check bullet.............
3 Interest on savings and temporary cash investments 164,434 164,434  
4 Dividends and interest from securities... 243,351 243,351  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 600,800
b Gross sales price for all assets on line 6a 5,992,726
7 Capital gain net income (from Part IV, line 2)... 620,955
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)....... 361 361 0
12 Total. Add lines 1 through 11........ 1,244,610 1,029,101 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages...... 232,397 0 0 232,397
15 Pension plans, employee benefits....... 17,601 0 0 17,601
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 8,950 0 0 8,950
c Other professional fees (attach schedule).... 104,880 100,755 0 4,125
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 63,919 1,987 0 19,378
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 3,274 0 0 3,274
22 Printing and publications.......... 1,600 0 0 1,600
23 Other expenses (attach schedule)....... 79,135 0 0 79,135
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 511,756 102,742 0 366,460
25 Contributions, gifts, grants paid....... 770,521 770,521
26 Total expenses and disbursements. Add lines 24 and 25 1,282,277 102,742 0 1,136,981
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -37,667
b Net investment income (if negative, enter -0-) 926,359
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 71,130 88,057 88,057
2 Savings and temporary cash investments......... 1,343,878 2,352,885 2,352,885
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 399,967 Click to see attachment51,614 50,244
b Investments—corporate stock (attach schedule)....... 12,314,272 Click to see attachment13,027,367 20,672,477
c Investments—corporate bonds (attach schedule)....... 5,770,102 Click to see attachment4,206,091 4,455,649
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) 19,899,349 19,726,014 27,619,312
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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 19,899,349 19,726,014
29 Total net assets or fund balances (see instructions)..... 19,899,349 19,726,014
30 Total liabilities and net assets/fund balances (see instructions). 19,899,349 19,726,014
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
19,899,349
2
Enter amount from Part I, line 27a .....................
2
-37,667
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
19,861,682
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
135,668
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
19,726,014
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 PERSHING ADVISORS #53C-024923 LONG-TERM SALES P 2018-12-20 2020-07-14
b PERSHING ADVISORS #53C-024923 LONG-TERM SALES D 1999-01-04 2020-07-14
c PERSHING ADVISORS #53C-025094 SHORT-TERM SALES P 2019-03-13 2020-12-31
d PERSHING ADVISORS #53C-025094 LONG-TERM SALES P 2016-03-30 2020-12-31
e PERSHING ADVISORS #53C-023529 SHORT-TERM SALES P 2019-10-17 2020-12-31
PERSHING ADVISORS #53C-023529 LONG-TERM SALES P 2014-03-10 2020-12-31
PERSHING ADVISORS #53C-023511 SHORT-TERM SALES P 2019-03-21 2020-12-31
PERSHING ADVISORS #53C-023511 LONG-TERM SALES P 2014-03-06 2020-12-31
CAPITAL GAINS DIVIDENDS P    
(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 60,547   52,232 8,315
b 28,368     28,368
c 89,660   73,889 15,771
d 1,071,820   934,837 136,983
e 156,644   180,268 -23,624
1,416,337   1,121,230 295,107
900,000   900,000 0
2,261,069   2,109,315 151,754
8,281     8,281
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       8,315
b       28,368
c       15,771
d       136,983
e       -23,624
      295,107
      0
      151,754
      8,281
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 2 620,955
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 12,876
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 12,876
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 12,876
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 30,000
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 30,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 17,124
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet17,124 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletCT
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.TAUCKFAMILYFOUNDATION.ORG
    14
    The books are in care ofbulletTHE ORGANIZATION Telephone no.bullet (203) 899-6824

    Located atbullet10 WESTPORT ROAD PO BOX 650WILTONCT ZIP+4bullet06897
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    ARTHUR C TAUCK III SECRETARY
    1.00
    0 0 0
    10 WESTPORT ROAD PO BOX 650
    WILTON,CT06897
    ARTHUR C TAUCK JR CHAIRMAN
    1.00
    0 0 0
    10 WESTPORT ROAD PO BOX 650
    WILTON,CT06897
    COLLEEN R LETH VICE PRESIDENT
    1.00
    0 0 0
    10 WESTPORT ROAD PO BOX 650
    WILTON,CT06897
    ELIZABETH T WALTERS TREASURER
    1.00
    0 0 0
    10 WESTPORT ROAD PO BOX 650
    WILTON,CT06897
    KIRSTEN T MAHAR PRESIDENT
    1.00
    0 0 0
    10 WESTPORT ROAD PO BOX 650
    WILTON,CT06897
    HEATHER TAUCK DIRECTOR
    1.00
    0 0 0
    10 WESTPORT ROAD PO BOX 650
    WILTON,CT06897
    CHRISTOPHER MAHAR ASSISTANT TREASURER
    1.00
    0 0 0
    10 WESTPORT ROAD PO BOX 650
    WILTON,CT06897
    WILLIAM MAHAR DIRECTOR
    1.00
    0 0 0
    10 WESTPORT ROAD PO BOX 650
    WILTON,CT06897
    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
    MIRELLISE VAZQUEZ EXECUTIVE DIRECTOR
    40.00
    107,647 7,725 0
    10 WESTPORT ROAD PO BOX 650
    WILTON,CT06897
    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
    EAGLE CAPITAL MANAGEMENT INVESTMENT MANAGEMENT 54,675
    499 PARK AVENUE 17TH FLOOR
    NEW YORK,NY10022
    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 CAPACITY BUILDING SUPPORT - INVESTING IN BUILDING THE ORGANIZATIONAL CAPACITY OF GRANTEES TO DRIVE TOWARDS BETTER OUTCOMES FOR THE CHILDREN THEY SERVE IN THE CITY OF BRIDGEPORT. 46,687
    2 KNOWLEDGE BUILDING AND SHARING - BUILDING AND SHARING KNOWLEDGE ABOUT HOW ESSENTIAL SOCIAL AND EMOTIONAL SKILLS - SELF-CONTROL, PERSISTENCE, MASTERY ORIENTATION, SOCIAL COMPETENCE, AND ACADEMIC SELF-EFFICACY - ARE BEST CULTIVATED AND MEASURED. 11,167
    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
    22,862,909
    b
    Average of monthly cash balances.......................
    1b
    2,092,680
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    24,955,589
    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
    24,955,589
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    374,334
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    24,581,255
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,229,063
    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
    1,229,063
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    12,876
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    12,876
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,216,187
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,216,187
    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
    1,216,187
    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
    1,136,981
    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
    1,136,981
    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
    1,136,981
    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 1,216,187
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016...... 437,796
    c From 2017...... 21,199
    d From 2018...... 129,282
    e From 2019...... 59,976
    fTotal of lines 3a through e........ 648,253
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 1,136,981
    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..... 1,136,981
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 79,206 79,206
    (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 5 569,047
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
    569,047
    10 Analysis of line 9:
    a Excess from 2016.... 358,590
    b Excess from 2017.... 21,199
    c Excess from 2018.... 129,282
    d Excess from 2019.... 59,976
    e Excess from 2020....  
    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:
    MIRELLISE VAZQUEZ TAUCK FAMILY FOUN
    10 WESTPORT ROAD PO BOX 650
    WILTON,CT06897
    (203) 899-6824
    MIRELLISE@TAUCKFOUNDATION.ORG
    bThe form in which applications should be submitted and information and materials they should include:
    SEE WWW.TAUCKFAMILYFOUNDATION.ORG
    cAny submission deadlines:
    SEE WWW.TAUCKFAMILYFOUNDATION.ORG
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    SEE WWW.TAUCKFAMILYFOUNDATION.ORG
    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
    ACLU FOUNDATION
    125 BROAD STREET 18TH FLOOR
    NEW YORK,NY10004
      PC IN HONOR OF GRANT 200
    ACTION FOR BRIDGEPORT COMMUNITY DEVELOPMENT
    1070 PARK AVENUE
    BRIDGEPORT,CT06604
      PC CAPACITY BUILDING GRANT 2,500
    ADAM J LEWIS ACADEMY
    500 STATE STREET
    BRIDGEPORT,CT06604
      PC COVID-19 RESPONSE GRANT 1,500
    ALL OUR KIN
    1500 STATE STREET STREET
    NEW HAVEN,CT06605
      PC CAPACITY BUILDING GRANT 8,754
    ALLIANCE FOR COMMUNITY DEVELOPMENT
    1070 PARK AVENUE
    BRIDGEPORT,CT06604
      PC COVID-19 RESPONSE GRANT 5,000
    ALZHEIMER'S ASSOCIATION
    225 N MICHIGAN AVENUE FL 17
    CHICAGO,IL60601
      PC IN HONOR OF GRANT 100
    ASANTE AFRICA FOUNDATION
    1334 CARLETON PLACE
    LIVERMORE,CA94550
      PC JUNIOR BOARD DIRECTED GRANT 10,000
    BRIDGEPORT PUBLIC EDUCATION FUND
    446 UNIVERSITY AVENUE
    BRIDGEPORT,CT06604
      PC KNOWLEDGE BUILDING AND SHARING GRANT 2,500
    BRIDGEPORT PUBLIC SCHOOLS
    45 LYON TERRACE ROOM 328
    BRIDGEPORT,CT06604
      GOV CAPACITY BUILDING GRANT 37,208
    BRIDGEPORT PUBLIC SCHOOLS
    45 LYON TERRACE ROOM 328
    BRIDGEPORT,CT06604
      GOV CAPACITY BUILDING GRANT 106,251
    BRIDGEPORT PUBLIC SCHOOLS
    45 LYON TERRACE ROOM 328
    BRIDGEPORT,CT06604
      GOV COVID-19 RESPONSE GRANT 3,000
    BRIDGEPORT PUBLIC SCHOOLS
    45 LYON TERRACE ROOM 328
    BRIDGEPORT,CT06604
      GOV GENERAL OPERATING SUPPORT GRANT 1,500
    BRIDGEPORT YMCA
    850 PARK AVENUE
    BRIDGEPORT,CT06604
      PC COVID-19 RESPONSE GRANT 5,000
    BURROUGHS COMMUNITY CENTER
    2470 FAIRFIELD AVENUE
    BRIDGEPORT,CT06605
      PC IN HONOR OF GRANT 250
    BUILDING ONE COMMUNITY
    75 SELLECK STREET
    STAMFORD,CT06902
      PC DISCRETIONARY MATCHING GRANT 2,000
    CATHOLIC ACADEMY OF BRIDGEPORT
    63 PEQUONNOCK STREET
    BRIDGEPORT,CT06606
      PC CAPACITY BUILDING GRANT 26,000
    CATHOLIC ACADEMY OF BRIDGEPORT
    63 PEQUONNOCK STREET
    BRIDGEPORT,CT06606
      PC IN HONOR OF GRANT 250
    CATHOLIC ACADEMY OF BRIDGEPORT
    63 PEQUONNOCK STREET
    BRIDGEPORT,CT06606
      PC COVID-19 RESPONSE GRANT 30,000
    FILLING IN THE BLANKS
    346 MAIN AVENUE SUITE 3A
    NORWALK,CT06851
      PC DISCRETIONARY MATCHING GRANT 500
    FILLING IN THE BLANKS
    346 MAIN AVENUE SUITE 3A
    NORWALK,CT06851
      PC IN HONOR OF GRANT 250
    CONNECTICUT FOOD BANK
    PO BOX 8686
    NEW HAVEN,CT06531
      PC COVID-19 RESPONSE GRANT 100
    CONNECTICUT COUNCIL FOR PHILANTHROPY
    75 CHARTER OAK AVENUE SUITE 1-205
    HARTFORD,CT06106
      PC MEMBERSHIP GRANT 3,435
    COOPERATIVE EDUCATIONAL SERVICES
    40 LINDEMAN DRIVE
    TRUMBULL,CT06611
      GOV CAPACITY BUILDING GRANT 15,030
    COOPERATIVE EDUCATIONAL SERVICES
    40 LINDEMAN DRIVE
    TRUMBULL,CT06611
      GOV COVID-19 RESPONSE GRANT 1,500
    FAIRFIELD COUNTY'S COMMUNITY FOUNDATION
    40 RICHARDS AVENUE
    NORWALK,CT06854
      PC KNOWLEDGE BUILDING AND SHARING GRANT 1,025
    CT INSTITUTE FOR REFUGEES AND IMMIGRANTS
    670 CLINTON AVENUE
    BRIDGEPORT,CT06605
      PC COVID-19 RESPONSE GRANT 1,000
    ENGAGING SCHOOLS
    23 GARDEN STREET
    CAMBRIDGE,MA02138
      PC DISCRETIONARY MATCHING GRANT 1,000
    FAIRFIELD COUNTY'S COMMUNITY FOUNDATION
    40 RICHARDS AVENUE
    NORWALK,CT06854
      PC KNOWLEDGE BUILDING AND SHARING GRANT 205
    FAIRFIELD COUNTY'S COMMUNITY FOUNDATION
    40 RICHARDS AVENUE
    NORWALK,CT06854
      PC KNOWLEDGE BUILDING AND SHARING GRANT 2,500
    FIVE FROGS INC
    357 COMMERCE DRIVE 1142
    FAIRFIELD,CT06825
      PC DISCRETIONARY MATCHING GRANT 1,000
    GRANTMAKERS FOR EDUCATION
    700 SW 5TH AVENUE 4000 3RD FLOOR
    PORTLAND,OR97204
      PC MEMBERSHIP GRANT 700
    GRANTMAKERS FOR EFFECTIVE ORGANIZATIONS
    1310 L STREET NW SUITE 650
    WASHINGTON,DC20005
      PC MEMBERSHIP GRANT 1,030
    GREEN VILLAGE INITIATIVE
    135 CLARENCE STREET
    BRIDGEPORT,CT06608
      PC IN HONOR OF GRANT 1,000
    HOLLAND HILL PTA
    105 MEADOWCROFT ROAD
    FAIRFIELD,CT06824
      PC DISCRETIONARY MATCHING GRANT 100
    HORIZONS AT GREENS FARMS ACADEMY
    35 BEACHSIDE AVENUE PO BOX 998
    GREENS FARMS,CT06838
      PC CAPACITY BUILDING GRANT 20,000
    HORIZONS AT GREENS FARMS ACADEMY
    35 BEACHSIDE AVENUE PO BOX 998
    GREENS FARMS,CT06838
      PC COVID-19 RESPONSE GRANT 10,000
    HORIZONS AT SACRED HEART UNIVERSITY
    5151 PARK AVENUE
    FAIRFIELD,CT06825
      PC CAPACITY BUILDING GRANT 19,000
    HORIZONS AT SACRED HEART UNIVERSITY
    5151 PARK AVENUE
    FAIRFIELD,CT06825
      PC DISCRETIONARY MATCHING GRANT 100
    HORIZONS AT SACRED HEART UNIVERSITY
    5151 PARK AVENUE
    FAIRFIELD,CT06825
      PC IN HONOR OF GRANT 500
    HORIZONS AT SACRED HEART UNIVERSITY
    5151 PARK AVENUE
    FAIRFIELD,CT06825
      PC COVID-19 RESPONSE GRANT 10,000
    FAIRFIELD WOODS MIDDLE SCHOOL
    1115 FAIRFIELD WOODS ROAD
    FAIRFIELD,CT06825
      PC DISCRETIONARY MATCHING GRANT 100
    FAITH ACTS FOR EDUCATION
    160 FAIRFIELD AVENUE
    BRIDGEPORT,CT06604
      PC COVID-19 RESPONSE GRANT 1,000
    HORIZONS BRIDGEPORT
    1057 BROAD STREET
    BRIDGEPORT,CT06604
      PC COVID-19 RESPONSE GRANT 5,000
    HOUSATONIC COMMUNITY COLLEGE FOUNDATION
    900 LAFAYETTE BOULEVARD
    BRIDGEPORT,CT06604
      PC COVID-19 RESPONSE GRANT 1,500
    FRIENDS OF THE LIBRARY CORVALLIS-BENTON COUNTY PUBLIC LIBRARY
    645 NW MONROE AVENUE
    CORVALLIS,OR97330
      PC IN HONOR OF GRANT 250
    MAKE THE ROAD STATES
    301 GROVE STREET
    BROOKLYN,NY11237
      PC COVID-19 RESPONSE GRANT 1,000
    MCGIVNEY COMMUNITY CENTER
    338 STILLMAN STREET
    BRIDGEPORT,CT06608
      PC COVID-19 RESPONSE GRANT 1,000
    NATIONAL PUBLIC EDUCATION SUPPORT FUND
    1900 L STREET NW SUITE 520
    WASHINGTON,DC20036
      PC KNOWLEDGE BUILDING AND SHARING GRANT 2,500
    NEW BEGINNINGS FAMILY ACADEMY
    184 GARDEN STREET
    BRIDGEPORT,CT06605
      PC GENERAL OPERATING SUPPORT GRANT 150,000
    NEW BEGINNINGS FAMILY ACADEMY
    184 GARDEN STREET
    BRIDGEPORT,CT06605
      PC DISCRETIONARY MATCHING GRANT 125
    NEW BEGINNINGS FAMILY ACADEMY
    184 GARDEN STREET
    BRIDGEPORT,CT06605
      PC IN HONOR OF GRANT 500
    NEW BEGINNINGS FAMILY ACADEMY
    184 GARDEN STREET
    BRIDGEPORT,CT06605
      PC COVID-19 RESPONSE GRANT 30,000
    OPTIMUS HEALTHCARE
    982 EAST MAIN STREET
    BRIDGEPORT,CT06608
      PC COVID-19 RESPONSE GRANT 2,500
    PERSON TO PERSON
    1864 POST ROAD
    DARIEN,CT06820
      PC DISCRETIONARY MATCHING GRANT 500
    REACH PREP
    ONE DOCK STREET
    STAMFORD,CT06902
      PC IN HONOR OF GRANT 100
    REGIONAL YOUTH ADULT SOCIAL ACTION PARTNERSHIP
    2470 FAIRFIELD AVENUE
    BRIDGEPORT,CT06605
      PC KNOWLEDGE BUILDING AND SHARING GRANT 1,500
    PRESIDENT AND FELLOWS OF HARVARD COLLEGE
    PO BOX 415644
    CAMBRIDGE,MA02138
      PC CAPACITY BUILDING GRANT 57,694
    PRESIDENT AND FELLOWS OF HARVARD COLLEGE
    PO BOX 415644
    CAMBRIDGE,MA02138
      PC CAPACITY BUILDING GRANT 57,694
    REGIONAL YOUTH ADULT SOCIAL ACTION PARTNERSHIP
    2470 FAIRFIELD AVENUE
    BRIDGEPORT,CT06605
      PC CAPACITY BUILDING GRANT 50,000
    REGIONAL YOUTH ADULT SOCIAL ACTION PARTNERSHIP
    2470 FAIRFIELD AVENUE
    BRIDGEPORT,CT06605
      PC IN HONOR OF GRANT 1,250
    REGIONAL YOUTH ADULT SOCIAL ACTION PARTNERSHIP
    2470 FAIRFIELD AVENUE
    BRIDGEPORT,CT06605
      PC COVID-19 RESPONSE GRANT 10,000
    REGIONAL YOUTH ADULT SOCIAL ACTION PARTNERSHIP
    2470 FAIRFIELD AVENUE
    BRIDGEPORT,CT06605
      PC KNOWLEDGE BUILDING AND SHARING GRANT 2,500
    SOUTHWEST COMMUNITY HEALTH CENTER
    46 ALBION STREET
    BRIDGEPORT,CT06605
      PC COVID-19 RESPONSE GRANT 2,500
    READ TO GROW
    53 SCHOOL GROUND ROAD 3
    BRANFORD,CT06405
      PC KNOWLEDGE BUILDING AND SHARING GRANT 2,500
    ST PAUL'S CHILD DEVELOPMENT CENTER
    1475 NOBLE AVENUE
    BRIDGEPORT,CT06610
      PC COVID-19 RESPONSE GRANT 1,500
    THE BRIDGE FAMILY CENTER
    1022 FARMINGTON AVENUE
    WEST HARTFORD,CT06107
      PC IN HONOR OF GRANT 100
    SOUNDS TRUE FOUNDATION
    413 SOUTH ARTHUR AVENUE
    LOUISVILLE,CO80027
      PC IN HONOR OF GRANT 100
    SUSTAINABLE WEST MILFORD
    10 PONDEROSA PLACE
    HEWITT,NJ07421
      PC IN HONOR OF GRANT 250
    UNITED WAY OF COASTAL FAIRFIELD COUNTY
    8555 MAIN STREET 10TH FLOOR
    BRIDGEPORT,CT06604
      PC COVID-19 RESPONSE GRANT 2,500
    UNITED WE OM
    978 HARDSCRABBLE ROAD
    ROXBURY,NY12474
      PC IN HONOR OF GRANT 108
    WAKEMAN BOYS & GIRLS CLUB
    2614 FAIRFIELD AVENUE
    BRIDGEPORT,CT06605
      PC IN HONOR OF GRANT 1,000
    YALE UNIVERSITY
    389 WHITNEY AVENUE
    NEW HAVEN,CT06511
      PC CAPACITY BUILDING GRANT 51,262
    Total .................................bullet 3a 770,521
    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 ...........
        14 164,434  
    4 Dividends and interest from securities....     14 243,351  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....     14 361  
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 600,800  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 1,008,946 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,008,946
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


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


    Software ID:  
    Software Version:  


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

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    TAUCK FAMILY FOUNDATION INC
     
    Employer identification number

    27-0729341
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    TAUCK FAMILY FOUNDATION INC
     
    Employer identification number
    27-0729341
    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
    ARTHUR C TAUCK III AND M FRANCES LI
    1359 TAUGHANNOCK BOULEVARD
     
    ITHACA, NY14850

    $ 24,382


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    2
    ARTHUR TAUCK JR
    6 BLUFF POINT
     
    WESTPORT, CT06880

    $ 48,770


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    3
    ROBLEY TAUCK
    223 HILLSPOINT ROAD
     
    WESTPORT, CT06880

    $ 15,569


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    4
    ELIZABETH AND FREDERICK WALTERS
    6778 WING POINT ROAD NE
     
    BAINBRIDGE ISLAND, WA98110

    $ 19,677


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    5
    KIRSTEN AND DANIEL MAHAR
    596 ALLENS CREEK ROAD
     
    ROCHESTER, NY14618

    $ 25,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    6
    PETER TAUCK
    272 HILLSPOINT ROAD
     
    WESTPORT, CT068806619

    $ 100,166


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

    27-0729341
    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
    17 SHS. ALPHABET, INC. (GOOG) $ 24,382 2020-01-31
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    2
    975 SHS. COMCAST CORPORATION (CMCSA) $ 48,770 2020-12-22
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    3
    25 SHS. TESLA, INC. (TSLA) $ 15,569 2020-12-16
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    4
    303 SHS. VANGUARD U.S. GROWTH FUND INVESTOR SHARES (VWUSX) $ 19,677 2020-12-16
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    6
    297 SHS. THERMO FISHER (TMO) $ 100,166 2020-01-21
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    TAUCK FAMILY FOUNDATION INC
     
    Employer identification number

    27-0729341
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 AccountingFeesSchedule
    Name:
    TAUCK FAMILY FOUNDATION INC
    EIN:
    27-0729341
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 8,950 0 0 8,950

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    TAUCK FAMILY FOUNDATION INC
    EIN:
    27-0729341
    Name of Bond End of Year Book Value End of Year Fair Market Value
    3M CO 2% 06/26/2022 97,875 102,502
    3M CO 3.25% 02/14/2024 72,847 76,152
    ABBVIE INC 3.2% 11/06/2022 49,489 52,349
    AIR PRODUCTS AND CHEMICALS INC 8.75% 04/15/2021 25,407 25,463
    ALABAMA PWR CO 2.8% 04/01/2025 77,261 80,792
    ALTRIA GROUP INC 4% 01/31/2024 75,560 82,347
    AMPHENOL CORP 4% 02/01/2022 25,071 25,707
    ASTRAZENECA PLC 3.375% 11/16/2025 30,695 33,676
    AUTOZONE INC 2.875% 01/15/2023 24,665 26,046
    BECTON DICKINSON & CO 3.875% 05/15/2024 52,040 54,664
    BOEING CO 2.125% 03/01/2022 48,452 50,840
    BRISTOL-MYERS SQUIBB CO 2% 08/01/2022 47,939 51,318
    BRISTOL-MYERS SQUIBB CO 7.15% 06/15/2023 54,691 58,156
    BROWN FORMAN CORP 2.25% 01/15/2023 72,556 77,205
    BURLINGTON NORTHN SANTA FE CP 3.05% 03/15/2022 58,650 61,527
    CHURCH & DWIGHT INC 2.875% 10/01/2022 75,381 78,193
    CLOROX CO DEL 3.5% 12/15/2024 20,689 22,143
    CLOROX CO DEL 3.8% 11/15/2021 50,234 51,520
    CONAGRA BRANDS INC 3.2% 01/25/2023 24,584 27,346
    CVS HEALTH CORP 4.125% 05/15/2021 25,158 25,050
    DIAGEO CAP PLC 2.625% 04/29/2023 20,144 20,944
    DIAGEO INVT CORP 2.875% 05/11/2022 75,145 77,555
    DISCOVERY COMMUNICATIONS LLC 4.375% 06/15/2021 50,228 50,879
    DUKE ENERGY PROGRESS INC 2.8% 05/15/2022 75,857 77,071
    DXC TECHNOLOGY CO 4.45% 09/18/2022 50,489 52,626
    EATON CORP OHIO 2.75% 11/02/2022 97,758 104,345
    EL PASO NAT GAS CO 8.625% 01/15/2022 52,266 54,081
    ELI LILLY & CO 7.125% 06/01/2025 59,593 63,758
    EVERSOURCE ENERGY 2.8% 05/01/2023 15,030 15,739
    EXPRESS SCRIPTS HLDG CO 3.9% 02/15/2022 26,161 26,956
    GENERAL ELECTRIC CO 5.3% 02/11/2021 75,186 75,350
    GILEAD SCIENCES INC 4.5% 04/01/2021 25,101 25,000
    GLAXOSMITHKLINE CAP INC 3.375% 05/15/2023 77,193 80,352
    HERSHEY CO 2.3% 08/15/2026 15,085 16,259
    HOME DEPOT INC 3.35% 09/15/2025 75,879 84,458
    JOHNSON & JOHNSON 2.45% 03/01/2026 100,469 108,787
    MASTERCARD INCORPORATED 2.95% 11/21/2026 49,234 55,886
    MASTERCARD INCORPORATED 3.375% 04/01/2024 51,623 54,789
    MCCORMICK & CO INC 3.9% 07/15/2021 35,272 35,342
    MCDONALDS CORP 2.625% 01/15/2022 99,518 102,412
    MERCK & CO. INC 3.875% 01/15/2021 50,032 50,034
    MICROSOFT CORP 4% 02/08/2021 100,215 100,314
    MOSAIC CO 4.25% 11/15/2023 50,244 54,573
    NOVARTIS CAPITAL CORP 3.4% 05/06/2024 77,617 82,276
    ORACLE CORP 3.4% 07/08/2024 82,202 87,564
    OREILLY AUTOMOTIVE INC 3.8% 09/01/2022 45,016 47,103
    PEPSICO INC 2.375% 10/06/2026 50,642 54,508
    PFIZER INC 3% 06/15/2023 49,623 53,285
    POTOMAC ELEC PWR CO 3.05% 04/01/2022 50,618 51,662
    PRECISION CASTPARTS CORP 3.25% 06/15/2025 49,949 55,248
    PSEG POWER LLC 4.15% 09/15/2021 50,202 50,740
    PUBLIC SVC CO NEW HAMPSHIRE 3.2% 09/01/2021 25,078 25,145
    R. J. REYNOLDS TOBACCO COMPANY 3.75% 05/20/2023 47,500 53,005
    RALI SERIES TRUST 2006-QS16 20361125 6.00000 0 18,492
    RALSTON PURINA CO 8.125% 02/01/2023 55,156 56,675
    STARBUCKS CORP 3.85% 10/01/2023 51,685 54,304
    STRYKER CORPORATION 3.375% 11/01/2025 99,365 111,557
    SYSCO CORP 3.75% 10/01/2025 75,885 84,203
    THERMO FISHER SCIENTIFIC INC 3% 04/15/2023 50,029 52,770
    TOYOTA MOTOR CORP 3.183% 07/20/2021 75,362 76,183
    TYCO ELECTRONICS GROUP S A 4.875% 01/15/2021 50,032 50,065
    UNILEVER CAP CORP 2.75% 03/22/2021 100,049 100,554
    UNILEVER CAP CORP 3.1% 07/30/2025 103,930 110,903
    VIACOM INC 3.875% 04/01/2024 49,409 54,658
    VIRGINIA ELEC & PWR CO 3.45% 09/01/2022 50,440 52,079
    VISA INC 2.15% 09/15/2022 48,061 51,552
    WALMART INC 2.85% 07/08/2024 101,589 108,185
    WASTE MGMT INC DEL 3.125% 03/01/2025 99,443 109,482
    WISCONSIN ELEC PWR CO 3.1% 06/01/2025 129,308 136,589
    WYETH 6.45% 02/01/2024 97,674 104,857
    ZENECA WILMINGTON INC 7% 11/15/2023 55,142 58,904
    ZOETIS INC 3.25% 02/01/2023 48,119 52,595

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    TAUCK FAMILY FOUNDATION INC
    EIN:
    27-0729341
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ALPHABET INC CAP STK CL C 53,722 197,962
    BERKSHIRE HATHAWAY INC DEL CL B NEW 109,131 209,842
    BOOZ ALLEN HAMILTON HLDG CORP CL A 72,533 84,303
    CISCO SYS INC COM 61,796 57,951
    COMCAST CORP NEW CL A 97,223 157,724
    COSTCO WHSL CORP NEW COM 40,037 131,873
    DISNEY 74,787 115,049
    DOMINION ENERGY INC COM 27,301 28,576
    DUKE ENERGY CORP NEW COM NEW 22,921 27,010
    EBAY INC. COM 22,719 56,280
    ECOLAB INC COM 37,569 75,726
    ENERGY SELECT SECTOR SPDR FUND 140,322 77,506
    F5 NETWORKS INC COM 85,230 107,675
    FINANCIAL SELECT SECTOR SPDR FUND 96,253 97,284
    HARDING LOEVNER INTERNATIONAL EQUITY INSTL 270,015 331,178
    HOME DEPOT INC COM 51,225 168,669
    HONEYWELL INTL INC COM 62,590 95,715
    INTEL CORP COM 53,862 52,809
    INVESCO DEVELOPING MARKETS FUND CLASS R6 187,237 236,829
    ISHARES CORE MSCI EAFE ETF 272,159 290,178
    ISHARES CORE U.S. AGGREGATE BOND ETF 509,127 527,718
    ISHARES MSCI EMERGING MARKETS ETF 169,021 210,555
    ISHARES S&P MIDCAP FUND 398,862 663,060
    ISHARES S&P SMALL-CAP FUND 201,662 330,840
    JOHNSON & JOHNSON COM 75,179 137,708
    L3HARRIS TECHNOLOGIES INC COM 62,008 64,267
    MCDONALDS CORP COM 47,386 115,015
    MERGER FUND INST 100,030 100,058
    METROPOLITAN WEST TOTAL RETURN BOND 430,500 455,035
    MICROSOFT CORP COM 2,458 179,048
    MOLSON COORS BEVERAGE CO CL B 50,440 36,152
    NESTLE S A SPONSORED ADR 71,744 115,444
    NEXTERA ENERGY INC COM 10,770 109,553
    ORACLE CORP COM 73,530 122,911
    PAYPAL HLDGS INC COM 17,503 130,684
    PFIZER INC COM 85,754 103,436
    PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 633,777 636,219
    PROCTER AND GAMBLE CO COM 66,692 110,616
    RAYTHEON TECHNOLOGIES CORP COM 12,042 48,984
    STRYKER CORPORATION COM 50,831 153,150
    TESLA INC COM 754 17,642
    THERMO FISHER SCIENTIFIC INC COM 18,474 167,681
    UTILITIES SELECT SECTOR SPDR FUND 149,989 170,544
    VANGUARD MORTGAGE-BACKED SECURITIES ETF 244,314 243,315
    VANGUARD US GROWTH 297 96,345
    VIACOMCBS INC CL B 130,872 58,647
    VIATRIS INC COM 4,695 6,522
    WALMART INC COM 59,838 133,339
    WASTE MGMT INC DEL COM 21,074 108,496
    ZOETIS INC CL A 25,409 139,848
    AERCAP HOLDINGS NV SHS 90,857 80,859
    ALPHABET INC CAP STK CL A 22,467 64,848
    ALPHABET INC CAP STK CL C 186,437 576,369
    AMAZON COM INC COM 37,760 420,144
    ANTHEM INC COM 151,769 180,131
    AON PLC SHS CL A 214,420 346,272
    BERKSHIRE HATHAWAY INC DEL CL B NEW 280,417 383,281
    CAPITAL ONE FINL CORP COM 65,495 95,193
    CITIGROUP INC COM NEW 250,803 319,707
    COMCAST CORP NEW CL A 331,586 502,254
    DISH NETWORK CORPORATION CL A 122,870 118,073
    DISNEY 112,328 227,562
    FACEBOOK INC CL A 212,141 346,640
    GENERAL ELECTRIC CO COM 279,047 332,554
    GENERAL MTRS CO COM 129,774 157,399
    GOLDMAN SACHS GROUP INC COM 239,694 335,439
    HILTON WORLDWIDE HLDGS INC COM 150,608 220,072
    LIBERTY BROADBAND CORP COM SER A 51,375 99,591
    LIBERTY GLOBAL PLC SHS CL C 132,633 277,306
    LYONDELLBASELL INDUSTRIES N V SHS - A - 34,391 75,436
    MARRIOTT INTL INC NEW CL A 230,364 368,980
    MICROSOFT CORP COM 100,828 592,304
    MORGAN STANLEY COM NEW 114,885 196,064
    NETFLIX INC COM 107,824 201,152
    UNITEDHEALTH GROUP INC COM 96,159 285,103
    WABTEC COM 62,891 65,075
    WELLS FARGO CO NEW COM 393,547 327,453
    WOODWARD INC COM 48,069 61,616
    ISHARES CORE MSCI EAFE ETF 5,027 5,942
    ISHARES CORE MSCI EMERGING MARKETS ETF 4,895 6,080
    ISHARES RUSSELL 1000 GROWTH ETF 41,235 64,626
    ISHARES RUSSELL 3000 ETF 12,024 14,531
    ISHARES S&P 500 GROWTH ETF 30,857 49,269
    ISHARES S&P 500 VALUE ETF 70,964 84,493
    ISHARES S&P MIDCAP FUND 3,493 4,826
    ISHARES S&P SMALL-CAP FUND 3,878 4,595
    PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 33,680 33,877
    VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND 22,152 23,477
    VANGUARD TOTAL BOND MARKET INDEX FUND 57,621 59,793
    ABBVIE INC COM 95,424 114,651
    ALPHABET INC CAP STK CL A 137,356 315,475
    AMETEK INC COM 86,044 139,081
    APPLE INC COM 85,505 344,994
    APPLIED MATLS INC COM 65,002 122,978
    BERKSHIRE HATHAWAY INC DEL CL B NEW 96,269 97,385
    BIOGEN INC COM 42,884 33,056
    CARLISLE COS INC COM 81,906 81,995
    CENTENE CORP DEL COM 107,988 115,558
    COMCAST CORP NEW CL A 96,768 109,516
    CROWN CASTLE INTL CORP NEW COM 110,097 144,863
    D R HORTON INC COM 117,454 210,206
    DANAHER CORPORATION COM 84,123 257,682
    DISNEY 71,994 99,649
    FACEBOOK INC CL A 91,717 166,628
    FISERV INC COM 80,880 154,280
    GODADDY INC CL A 88,997 89,171
    INCYTE CORP COM 50,939 55,667
    JPMORGAN CHASE & CO COM 78,298 167,097
    KANSAS CITY SOUTHERN COM NEW 53,264 71,446
    LPL FINL HLDGS INC COM 130,316 166,752
    MARVELL TECHNOLOGY INC COM 28,981 115,998
    MASTERCARD INCORPORATED CL A 72,068 271,274
    MICROSOFT CORP COM 89,835 88,968
    MONSTER BEVERAGE CORP NEW COM 89,298 99,416
    POST HLDGS INC COM 144,177 196,970
    SKYWORKS SOLUTIONS INC COM 107,511 160,524
    STARBUCKS CORP COM 74,234 128,376
    TARGET CORP COM 123,248 299,218
    TRIMBLE INC COM 75,006 125,861
    TRUIST FINL CORP COM 94,011 158,169
    UNITED RENTALS INC COM 84,010 144,944
    ZIMMER BIOMET HOLDINGS INC COM 90,834 123,272

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    TAUCK FAMILY FOUNDATION INC
    EIN:
    27-0729341
    US Government Securities - End of Year Book Value:

    0
    US Government Securities - End of Year Fair Market Value:

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


    51,614
    State & Local Government Securities - End of Year Fair Market Value:


    50,244


    TY 2020 OtherDecreasesSchedule
    Name:
    TAUCK FAMILY FOUNDATION INC
    EIN:
    27-0729341
    Description Amount
    UNREALIZED LOSS 135,668


    TY 2020 OtherExpensesSchedule
    Name:
    TAUCK FAMILY FOUNDATION INC
    EIN:
    27-0729341
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ASSOCIATION EXPENSE 500 0 0 500
    CAPACITY BUILDING SUPPORT 46,687 0 0 46,687
    INSURANCE 7,408 0 0 7,408
    KNOWLEDGE SHARING RESEARCH 11,587 0 0 11,587
    OFFICE EXPENSE 2,145 0 0 2,145
    OTHER EXPENSES & FEES 1,073 0 0 1,073
    PAYROLL SERVICE 5,369 0 0 5,369
    WEBSITE, INTERNET, FAX 4,366 0 0 4,366


    TY 2020 OtherIncomeSchedule2
    Name:
    TAUCK FAMILY FOUNDATION INC
    EIN:
    27-0729341
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    STOP AND SHOP COMMUNITY BAG PROGRAM CHECK 46 46  
    MORGAN STANLEY 315 315  


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    TAUCK FAMILY FOUNDATION INC
    EIN:
    27-0729341
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CONSULTING FEES 4,125 0 0 4,125
    INVESTMENT MANAGEMENT FEES 100,755 100,755 0 0


    TY 2020 TaxesSchedule
    Name:
    TAUCK FAMILY FOUNDATION INC
    EIN:
    27-0729341
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES ON DIVIDENDS 1,987 1,987 0 0
    MISC. TAXES 42,554 0 0 0
    PAYROLL TAXES 19,378 0 0 19,378