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
BROWNINGTON FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)1180 6TH AVENUE 865
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY10036
A Employer identification number

23-7043230
B Telephone number (see instructions)

(212) 418-0539
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$10,963,440J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 255,968 255,968  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 612,734
b Gross sales price for all assets on line 6a 1,124,931
7 Capital gain net income (from Part IV, line 2)... 612,734
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........ 868,702 868,702  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 7,275 3,637   3,638
c Other professional fees (attach schedule).... Click to see attachment 31,337 15,558   15,669
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 1,202 602   600
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 39,814 19,797   19,907
25 Contributions, gifts, grants paid....... 485,000 485,000
26 Total expenses and disbursements. Add lines 24 and 25 524,814 19,797   504,907
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 343,888
b Net investment income (if negative, enter -0-) 848,905
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 661 1,164 1,164
2 Savings and temporary cash investments......... 76,000 525,500 525,500
3 Accounts receivable bullet9,739
Less: allowance for doubtful accounts bullet     9,739 9,739
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 5,442,817 Click to see attachment5,336,279 10,427,037
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
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) 5,519,478 5,872,682 10,963,440
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 5,519,478 5,872,682
29 Total net assets or fund balances (see instructions)..... 5,519,478 5,872,682
30 Total liabilities and net assets/fund balances (see instructions). 5,519,478 5,872,682
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
5,519,478
2
Enter amount from Part I, line 27a .....................
2
343,888
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
10,000
4
Add lines 1, 2, and 3 ..........................
4
5,873,366
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
684
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
5,872,682
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 50 SHS ALPHABET INC CL A P 2012-06-11 2020-04-13
b 1,000 SHS MICROSOFT CORP P 2013-10-23 2020-04-13
c 1,002 SHS SPECTRUM BRANDS HOLDING INC P 2019-09-27 2020-05-27
d 400 SHS COSTCO WHOLESALE CORP P 2005-08-05 2020-05-27
e 400 SHS LOWE'S COS INC P 2011-10-26 2020-05-27
200 SHS MICROSOFT CORP P 2013-10-23 2020-05-27
1,508 SHS EXXON MOBIL CORP P 2005-08-05 2020-11-25
492 SHS EXXON MOBIL CORP P 2011-06-21 2020-11-25
1,000 SHS ROYAL DUTCH SHELL PLC ADR P 1995-12-02 2020-11-25
2,000 SHS ROYAL DUTCH SHELL PLC ADR P 1998-02-17 2020-11-25
2,000 SHS BLACKSTONE GROUP INC P 2015-04-04 2020-12-21
400 SHS LOWE'S COS INC P 2011-10-26 2020-12-21
400 SHS MICROSOFT CORP P 2013-10-23 2020-12-21
1,000 SHS QUALCOMM INC P 2017-05-15 2020-12-21
200 SHS WALMART INC P 2010-11-17 2020-12-21
CENDANT CLASS ACTION P 2020-12-31 2020-12-31
(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 59,457   14,174 45,283
b 162,660   33,950 128,710
c 51,343   49,033 2,310
d 122,277   17,655 104,622
e 49,684   8,618 41,066
36,014   6,790 29,224
61,947   61,999 -52
20,211   39,621 -19,410
36,351   32,508 3,843
72,702   105,450 -32,748
126,044   55,222 70,822
64,876   8,618 56,258
87,182   13,580 73,602
145,037   54,039 90,998
29,092   10,886 18,206
54   54 0
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       45,283
b       128,710
c       2,310
d       104,622
e       41,066
      29,224
      -52
      -19,410
      3,843
      -32,748
      70,822
      56,258
      73,602
      90,998
      18,206
      0
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 2 612,734
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 11,800
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 11,800
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 11,800
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 11,950
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 11,950
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 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 10 150
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet150 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)
    bulletNY
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletMLB TAX LLC Telephone no.bullet (212) 418-0539

    Located atbullet1180 AVENUE OF THE AMERICAS SUITE865NEW YORKNY ZIP+4bullet10036
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    MARGOT T EAGAN TREASURER
    1.00     		0 0 0
    C/O MANICE BUDD LLP 420 LEXINGTON
    AVE
    NEW YORK,NY10170
    CLARE T MCMORRIS PRESIDENT
    1.00     		0 0 0
    C/O MANICE BUDD LLP 420 LEXINGTON
    AVE
    NEW YORK,NY10170
    MICHAEL D SAVAGE VICE PRESIDENT & SECRETARY
    1.00     		0 0 0
    C/O MANICE BUDD LLP 420 LEXINGTON
    AVE
    NEW YORK,NY10170
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    9,382,772
    b
    Average of monthly cash balances.......................
    1b
    259,580
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    9,642,352
    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
    9,642,352
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    144,635
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    9,497,717
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    474,886
    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
    474,886
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    11,800
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    11,800
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    463,086
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    463,086
    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
    463,086
    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
    504,907
    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
    504,907
    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
    504,907
    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 7 463,086
    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...... 112,400
    b From 2016...... 89,114
    c From 2017...... 61,803
    d From 2018...... 65,755
    e From 2019...... 56,424
    fTotal of lines 3a through e........ 385,496
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 504,907
    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..... 463,086
    e Remaining amount distributed out of corpus 41,821
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 427,317
    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) ...     		112,400
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		314,917
    10 Analysis of line 9:
    a Excess from 2016.... 89,114
    b Excess from 2017.... 61,803
    c Excess from 2018.... 65,755
    d Excess from 2019.... 56,424
    e Excess from 2020.... 41,821
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ACADEMY OF CHILD & ADOLESCENT PSYCHIATRY (E SCHLOSSER LEWIS FUND)
    3615 WISCONSIN AVENUE NW
    WASHINGTON,DC20016     		NONE CHARITABLE & EDUCATI GENERAL FUNDING 5,000
    ALWAYS HOME
    119 HIGH STREET
    MYSTIC,CT06355     		NONE CHARITABLE & EDUCATI GENERAL FUNDING 4,000
    AMERICAN CANCER SOCIETY HOPE LODGE
    BEE TABAKIN BDLG 237 EAST AVENUE
    BURLINGTON,VT05401     		NONE CHARITABLE & EDUCATI GENERAL FUNDING 1,000
    AMERICAN CIVIL LIBERTIES UNION FOUNDATION
    125 BROAD STREET
    NEW YORK,NY10004     		NONE CHARITABLE & EDUCATI GENERAL FUNDING 10,000
    AMERICAN FOUNDATION FOR THE BLIND
    2 PEEN PLAZA
    NEW YORK,NY10121     		NONE CHARITABLE & EDUCATI GENERAL FUNDING 5,000
    BOYS AND GIRLS CLUB OF PALM BEACH COUNTY
    800 NORTHPOINT PKWY STE 204
    WEST PALM BEACH,FL33407     		NONE CHARITABLE & EDUCATI GENERAL FUNDING 5,000
    BREARLEY SCHOOL THE
    610 EAST 83RD STREET
    NEW YORK,NY10028     		NONE CHARITABLE & EDUCATI GENERAL FUNDING 13,000
    CENTER FOR POPULAR DEMOCRACY
    449 TROUTMAN STREET
    BROOKLYN,NY11237     		NONE CHARITABLE & EDUCATI GENERAL FUNDING 500
    CENTER FOR TRADITIONAL MUSIC AND DANCE
    32 BROADWAY
    NEW YORK,NY10004     		NONE CHARITABLE & EDUCATI GENERAL FUNDING 1,000
    CENTRAL PARK CONSERVANCEY
    14 EAST 60TH STREET
    NEW YORK,NY10022     		NONE CHARITABLE & EDUCATI GENERAL FUNDING 5,000
    CHINA INSTITUTE IN AMERICA
    125 EAST 65TH STREET
    NEW YORK,NY10065     		NONE CHARITABLE & EDUCATI GENERAL FUNDING 6,500
    CITY SQUASH
    PO BOX FORDHAM STATION
    NEW YORK,NY10458     		NONE CHARITABLE & EDUCATI GENERAL FUNDING 500
    COMMUNITY OF HOPE INC
    4 ATLANTIC STREET SW
    WASHINGTON,DC20032     		NONE CHARITABLE & EDUCATI GENERAL FUNDING 2,000
    CONNECTICUT FOOD BANK
    PO BOX 0618
    BRIDGEPORT,CT06601     		NONE CHARITABLE & EDUCATI GENERAL FUNDING 5,000
    DEERFIELD ACADEMY
    PO BOX 306
    DEERFIELD,MA01342     		NONE CHARITABLE & EDUCATI GENERAL FUNDING 1,000
    EMMA WILLARD SCHOOL
    285 PAWLING AVENUE
    TROY,NY12180     		NONE CHARITABLE & EDUCATI GENERAL FUNDING 2,500
    EPISCOPAL RELIEF & DEVELOPMENT
    PO BOX 7058
    MERRIFIELD,VA22116     		NONE CHARITABLE & EDUCATI GENERAL FUNDING 10,000
    EVERYTHING FOR GUN SAFETY FUND INC
    PO BOX 4184
    NEW YORK,NY10163     		NONE   GENERAL FUNDING 5,000
    FEEDING AMERICA
    PO BOX 96749
    WASHINGTON,DC20090     		NONE CHARITABLE & EDUCATI GENERAL FUNDING 1,000
    FIGURE SKATING IN HARLEM
    361 WEST 125TH STREET 4TH FL
    NEW YORK,NY10027     		NONE CHARITABLE & EDUCATI GENERAL FUNDING 2,000
    FISHER HOUSE FOUNDATION INC
    111 ROCKVILLE PIKE
    ROCKVILLE,MD20850     		NONE CHARITABLE & EDUCATI GENERAL FUNDING 2,000
    FRENCH AMERICAN FOUNDATION
    28 WEST 44TH STREET
    NEW YORK,NY10036     		NONE CHARITABLE & EDUCATI GENERAL FUNDING 1,000
    GREEN BELT MOVEMENT
    165 COURT STREET
    BROOKLYN,NY11201     		NONE CHARITABLE & EDUCATI GENERAL FUNDING 1,000
    GROTON TOWN LIBRARY
    52 NEWTOWN ROAD
    GROTON,CT06340     		NONE CHARITABLE & EDUCATI GENERAL FUNDING 2,000
    HOPE FOR THE WARRIORS
    8003 FORBES PLACE NO 201
    SPRINGFIELD,VA22151     		NONE CHARITABLE & EDUCATI GENERAL FUNDING 3,000
    HUMAN RIGHTS CAMPAIGN FOUNDATION
    1640 RHODE ISLAND AVENUE NW
    WASHINGTON,DC20036     		NONE CHARITABLE & EDUCATI GENERAL FUNDING 500
    HUMANITY FORWARD FOUNDATION
    499 S CAPITAL STREET SW 407
    WASHINGTON,DC20003     		NONE CHARITABLE & EDUCATI GENERAL FUNDING 10,000
    INNOCENCE PROJECT
    40 WORTH STREET
    NEW YORK,NY10013     		NONE CHARITABLE & EDUCATI GENERAL FUNDING 3,000
    KAUFMAN MUSIC CENTER
    129 WEST 67TH STREET
    NEW YORK,NY10023     		NONE CHARITABLE & EDUCATI GENERAL FUNDING 1,000
    LYMAN ALLYN ART MUSEUM
    625 WILLIAMS STREET
    NEW LONDON,CT06320     		NONE CHARITABLE & EDUCATI GENERAL FUNDING 5,000
    MADONNA PLACE
    240 MAIN STREET
    NORWICH,CT06360     		NONE CHARITABLE & EDUCATI GENERAL FUNDING 2,000
    MIDDLEBURY COLLEGE
    5 COURT STREET
    MIDDLEBURY,VA05753     		NONE CHARITABLE & EDUCATI GENERAL FUNDING 10,500
    MYSTIC SEAPORT MUSEUM INC
    75 GREENMANVILLE ACE BOX 6000
    MYSTIC,CT06355     		NONE CHARITABLE & EDUCATI GENERAL FUNDING 5,000
    NATIONAL OUTDOOR LEADERSHIP SCHOOL
    284 LINCOLN STREET
    LANDER,WY82520     		NONE CHARITABLE & EDUCATI GENERAL FUNDING 500
    NATUAL RESOURCES DEFENSE COUNCIL INC
    PO BOX 1830
    MERRIFIELD,VA22116     		NONE CHARITABLE & EDUCATI GENERAL FUNDING 500
    NEW ENGLAND SCIENCE & SAILING FOUNDATION
    PO BOX 733 70 WATER STREET
    STONINGTON,CT06378     		NONE CHARITABLE & EDUCATI GENERAL FUNDING 50,000
    NEW YORK PRESBYTERIAN HOSPITAL CORNELL
    525 EAST 68TH STREET
    NEW YORK,NY10021     		NONE CHARITABLE & EDUCATI GENERAL FUNDING 5,000
    NEW YORK PUBLIC RADIO
    160 VARICK STREET
    NEW YORK,NY10013     		NONE CHARITABLE & EDUCATI GENERAL FUNDING 10,000
    NOANK COMMUNITY SUPPORT SERVICES INC
    306 THAMES STREET
    GROTON,CT06340     		NONE CHARITABLE & EDUCATI GENERAL FUNDING 10,000
    OMPRAKASH
    2311 N 45TH STREET
    SEATTLE,WA98103     		NONE CHARITABLE & EDUCATI GENERAL FUNDING 250
    OVARIAN CANCER RESEARCH FUND
    14 PENNSYLVANIA PLAZA
    NEW YORK,NY10122     		NONE CHARITABLE & EDUCATI GENERAL FUNDING 2,000
    OYNE SCHOOL
    OYNE INSCH
    ABERDEENSHIRE,UNITED KINGDOMAB52 6QT
    UK     		NONE CHARITABLE & EDUCATI GENERAL FUNDING 5,000
    PLANNED PARENTHOOD
    PO BOX 96735
    WASHINGTON,DC200777525     		NONE CHARITABLE & EDUCATI GENERAL FUNDING 10,500
    PREP FOR PREP
    328 WEST 71ST STREET
    NEW YORK,NY10023     		NONE CHARITABLE & EDUCATI GENERAL FUNDING 5,750
    PRICETON UNIVERSITY
    PO BOX 46
    PRINCETON,NJ08543     		NONE CHARITABLE & EDUCATI GENERAL FUNDING 1,000
    PRINCETON CHILD DEVELOPMENT INSTITUTE
    300 COLD SOIL ROAD
    PRINCETON,NJ08540     		NONE CHARITABLE & EDUCATI GENERAL FUNDING 1,000
    PRINCETON DAY SCHOOL
    650 GREAT ROAD
    PRINCETON,NJ08540     		NONE CHARITABLE & EDUCATI GENERAL FUNDING 1,000
    QUEBEC LABRADOR FOUNDATION (ANNUAL FUND)
    4 SOUTH MAIN STREET SUITE 4
    IPSWICH,MA01938     		NONE CHARITABLE & EDUCATI GENERAL FUNDING 30,000
    QUEBEC LABRADOR FOUNDATION (MORRIS FUND)
    4 SOUTH MAIN STREET SUITE 4
    IPSWICH,MA01938     		NONE CHARITABLE & EDUCATI GENERAL FUNDING 10,000
    QUEBEC LABRADOR FOUNDATION (RAB FUND)
    4 SOUTH MAIN STREET SUITE 4
    IPSWICH,MA01938     		NONE CHARITABLE & EDUCATI GENERAL FUNDING 5,000
    QUEBEC LABRADOR FOUNDATION
    55 SOUTH MAIN STREET
    IPSWICH,MA01938     		NONE CHARITABLE & EDUCATI GENERAL FUNDING 5,000
    RIVER FRONT CHILDRENS CENTER
    476 THAMES STREET
    GROTON,CT06340     		NONE CHARITABLE & EDUCATI GENERAL FUNDING 5,000
    ROBERT COLLEGE OF ISTANBUL
    520 EIGHT AVENUE NORTH TOWER
    NEW YORK,NY10018     		NONE CHARITABLE & EDUCATI GENERAL FUNDING 5,000
    SAVE THE CHILDREN
    501 KINGS HIGHWAY EAST
    FAIRFIELD,CA06825     		NONE CHARITABLE & EDUCATI GENERAL FUNDING 500
    SIERRA CLUB
    1350 BROADWAY
    NEW YORK,NY10018     		NONE CHARITABLE & EDUCATI GENERAL FUNDING 5,000
    SLOAN-KETTERING CANCER CENTER
    633 THIRD AVENUE
    NEW YORK,NY10017     		NONE CHARITABLE & EDUCATI GENERAL FUNDING 5,000
    SOUTHEAST MISSOURI UNIVERSITY FOUNDATION ACADEMIC HALL
    ONE UNIVERSITY PLAZA
    CAPE GIRARDEAU,MO63701     		NONE CHARITABLE & EDUCATI GENERAL FUNDING 5,000
    SQUASH SMARTS
    3890 NORTH 10TH STREET
    PHILADELPHIA,PA19140     		NONE CHARITABLE & EDUCATI GENERAL FUNDING 5,500
    ST BERNARD'S SCHOOL
    4 EAST 98TH STREET
    NEW YORK,NY10029     		NONE CHARITABLE & EDUCATI GENERAL FUNDING 500
    ST EDMUNDS RETREAT INC
    1 ENDERS ISLAND
    MYSTIC,CT06355     		NONE CHARITABLE & EDUCATI GENERAL FUNDING 10,000
    STONNINGTON HISTORICAL SOCIETY
    40 PALMER STREET
    STONINGTON,CT06378     		NONE CHARITABLE & EDUCATI GENERAL FUNDING 2,000
    STOWE PERFORMING ARTS
    PO BOX 302
    STOWE,VT05672     		NONE CHARITABLE & EDUCATI GENERAL FUNDING 2,000
    TAFT SCHOOLTHE
    110 WOODBURY ROAD
    WATERTOWN,CT06795     		NONE CHARITABLE & EDUCATI GENERAL FUNDING 8,000
    TEACH FOR AMERICA
    25 BROADWAY
    NEW YORK,NY10004     		NONE CHARITABLE & EDUCATI GENERAL FUNDING 5,000
    THAMES VALLEY MUSIC SCHOOL
    270 MOHEGAN AVENUE PKWY
    NEW LONDON,CT06320     		NONE CHARITABLE & EDUCATI GENERAL FUNDING 5,000
    THE AMERICAN SCHOOL OF CLASSICAL STUDIES AT ATHENS
    6-8 CHARLTON STREET
    PRINCETON,NJ08540     		NONE CHARITABLE & EDUCATI GENERAL FUNDING 2,000
    THE ASIA SOCIETY
    725 PARK AVENUE
    NEW YORK,NY10021     		NONE CHARITABLE & EDUCATI GENERAL FUNDING 20,000
    THE BLUE HILL TROUPE
    PO BOX 286800
    NEW YORK,NY10128     		NONE CHARITABLE & EDUCATI GENERAL FUNDING 500
    THE PUTNEY SCHOOL (DISCRETIONARY FUND)
    510A VALLEY WAY
    MILPITAS,CA95035     		NONE CHARITABLE & EDUCATI GENERAL FUNDING 10,000
    THE SKY'S THE LIMIT FUND
    SOBRATO CENTER FOR NONPROFIT 510A
    VALLEY WAY
    MILPITAS,CA95035     		NONE CHARITABLE & EDUCATI GENERAL FUNDING 2,000
    THE WESTMINSTER FOUNDATION
    194 NASSAU STREET
    PRINCETON,NJ08540     		NONE CHARITABLE & EDUCATI GENERAL FUNDING 10,000
    TRICKEL-UP
    104 WEST 27TH STREET
    NEW YORK,NY10001     		NONE CHARITABLE & EDUCATI GENERAL FUNDING 5,000
    TRURO CONSERVATION TRUST
    PO BOX 327
    NORTH TRURO,MA02652     		NONE CHARITABLE & EDUCATI GENERAL FUNDING 5,000
    UNIVERSITY OF MASSACHUSETS SCHOOL OF ENGINEERING
    134 HICKS WAY
    AMHERST,MA01003     		NONE CHARITABLE & EDUCATI GENERAL FUNDING 5,000
    UNIVERSITY OF MASSACHUSETS WOMEN'S ROWING
    134 HICKS WAY
    AMHERST,MA01003     		NONE CHARITABLE & EDUCATI GENERAL FUNDING 5,000
    VERMONT SKI MUSEUM
    PO 1511
    STOWE,VT05672     		NONE CHARITABLE & EDUCATI GENERAL FUNDING 5,000
    WELLESLEY COLLEGE
    106 BATCHELDER ROAD
    WINDSOR,CT06095     		NONE CHARITABLE & EDUCATI GENERAL FUNDING 5,000
    WILLIAM ALANSON WHITE INSTITUTE
    20 WEST 74TH STREET
    NEW YORK,NY10023     		NONE CHARITABLE & EDUCATI GENERAL FUNDING 5,000
    WNYC RADIO
    160 VARICK STREET
    NEW YORK,NY10013     		NONE CHARITABLE & EDUCATI GENERAL FUNDING 500
    WORLD CENTRAL KITCHEN INC
    655 NEW YORK AVENUE NW 6FL
    WASHINGTON,DC20001     		NONE CHARITABLE & EDUCATI GENERAL FUNDING 500
    WORLD LEARNING INC
    1 KIPLING ROAD PO BOX 676
    BRATTLEBORO,VT05302     		NONE CHARITABLE & EDUCATI GENERAL FUNDING 7,500
    YALE ALUMNI FUND
    265 CHURCH STREET
    NEW HAVEN,CT06521     		NONE CHARITABLE & EDUCATI GENERAL FUNDING 10,000
    YALE LAW SCHOOL
    PO BOX 208341
    NEW HAVEN,CT06520     		NONE CHARITABLE & EDUCATI GENERAL FUNDING 10,000
    YALE UNIVERSITY STERLING LIBRARY
    PO BOX 2038
    NEW HAVEN,CT06521     		NONE CHARITABLE & EDUCATI GENERAL FUNDING 20,000
    YALE UNIVERSITY YALE COMMUNITY ROWING
    PO BOX 2038
    NEW HAVEN,CT06521     		NONE CHARITABLE & EDUCATI GENERAL FUNDING 5,000
    YALE UNIVERSITY- YALE CHILD STUDY CENTER
    PO BOX 207900
    NEW HAVEN,CT06520     		NONE CHARITABLE & EDUCATI GENERAL FUNDING 5,000
    Total .................................bullet 3a 485,000
    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 ...........     		         
    4 Dividends and interest from securities....     14 255,968  
    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 ............     		    18 612,734  
    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).. 0 868,702 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    868,702
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    BROWNINGTON FOUNDATION INC
    EIN:
    23-7043230
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MLB TAX LLC 7,275 3,637   3,638

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    BROWNINGTON FOUNDATION INC
    EIN:
    23-7043230
    Name of Stock End of Year Book Value End of Year Fair Market Value
    200 SHS ALPHABET INC. SER A 56,527 350,528
    250 SHS ALPHABET INC. SER C 70,692 437,970
    3,000 SHS ANHEUSER-BUSCH INBEV NV 165,549 209,730
    8,000 SHS BLACKSTONE GROUP LP 211,352 518,480
    7500 SHS BROOKFIELD ASSET MANAGEMENT CL A 74,805 309,525
    40,000 SHS CENTURYLINK INC 512,495 390,000
    1000 SHS COSTCO WHOLESALE CORP 44,138 376,780
    34,000 SHS CRIMSON WINE GROUP LTD 301,785 181,900
    4,000 SHS DUKE ENERGY CORP 207,032 366,240
    8,000 SHS ENBRIDGE INC 174,397 255,920
    1,600 SHS ENSTAR GROUP LTD 110,403 327,824
    280,000SHS GLOBALSTAR INC 271,187 94,808
    40,000 SHS JEFFERIES FINANCIAL GROUP 677,222 984,000
    1,600 SHS JOHNSON & JOHNSON CO 34,600 251,808
    2,000 SHS KIMBERLY CLARK CORP 120,311 269,660
    1,200 SHS LINDE PLC 196,140 316,212
    2,400 SHS LOWES COS INC 51,708 385,224
    2,400 SHS MICROSOFT CORP 81,480 533,808
    2,000 SHS NESTLE SA 79,208 235,600
    6,400 SHS NUTRIEN LTD 296,974 308,224
    2,400 SHS PROCTOR & GAMBLE CO 99,692 333,936
    5,000 SHS QUALCOMM INC 218,410 761,700
    4,000 SHS SYSCO CORP 111,952 297,040
    6,000 SHS SCHWAB CHARLES CORP 211,578 318,240
    4,000 SHS VERIZON COMM. 119,906 235,000
    2,800 SHS WAL MART STORES INC 149,676 403,620
    5,000 SHS WESTINGHOUSE AIR BRAKE TECH. 169,074 366,000
    12,000 SHS WILLIAMS COMPINES INC 239,279 240,600
    14,000 SHS DISCOVERY INC CL C 278,707 366,660

    TY 2020 OtherDecreasesSchedule
    Name:
    BROWNINGTON FOUNDATION INC
    EIN:
    23-7043230
    Description Amount
    RETURN OF CAPITAL ADJUSTMENTS 684


    TY 2020 OtherExpensesSchedule
    Name:
    BROWNINGTON FOUNDATION INC
    EIN:
    23-7043230
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    NYS DEPT OF LAW - FILING FEE 750 375   375
    DELAWARE ANNUAL FEE 437 219   218
    ADR FEES 15 8   7


    TY 2020 OtherIncreasesSchedule
    Name:
    BROWNINGTON FOUNDATION INC
    EIN:
    23-7043230
    Description Amount
    RETURNED CHECK FROM WILLIAM ALANSON WHITE INSTITUE 5,000
    RETUNED CNECK FROM NEW YORK PRRESBYTERIAN HOSPITAL-CORNELL 5,000


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    BROWNINGTON FOUNDATION INC
    EIN:
    23-7043230
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADVISORY FEES 31,337 15,558   15,669