Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
THE PER AND ASTRID HEIDENREICH FAMILY
FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)37 BROOKSIDE DRIVE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
GREENWICH, CT06830
A Employer identification number

20-6382658
B Telephone number (see instructions)

(203) 413-2024
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$19,687,404J 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) 6,902,000
2 Check bullet.............
3 Interest on savings and temporary cash investments 20 20  
4 Dividends and interest from securities... 227,985 227,985  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -80,471
b Gross sales price for all assets on line 6a 4,717,239
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 20,632 2,040  
12 Total. Add lines 1 through 11........ 7,070,166 230,045  
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 17,400 8,700   8,700
c Other professional fees (attach schedule).... Click to see attachment 71,572 71,572   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 15,497 7,497   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 244 0   244
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 104,713 87,769   8,944
25 Contributions, gifts, grants paid....... 449,460 449,460
26 Total expenses and disbursements. Add lines 24 and 25 554,173 87,769   458,404
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 6,515,993
b Net investment income (if negative, enter -0-) 142,276
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.............      
2 Savings and temporary cash investments......... 217,609 384,784 384,784
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) 1,177,982 Click to see attachment1,389,413 1,411,893
b Investments—corporate stock (attach schedule)....... 5,528,520 Click to see attachment7,983,539 14,886,081
c Investments—corporate bonds (attach schedule)....... 2,949,393 Click to see attachment1,919,025 1,873,410
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 895,425 Click to see attachment1,027,425 1,131,236
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) 10,768,929 12,704,186 19,687,404
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 10,768,929 12,704,186
29 Total net assets or fund balances (see instructions)..... 10,768,929 12,704,186
30 Total liabilities and net assets/fund balances (see instructions). 10,768,929 12,704,186
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
10,768,929
2
Enter amount from Part I, line 27a .....................
2
6,515,993
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
17,284,922
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
4,580,736
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
12,704,186
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 AIR PRODUCTS & CHEM P   2020-12-31
b AUTOMATIC DATA PROC P   2020-12-31
c C.H. ROBINSON WORLDWIDE INC. P 2020-07-02 2020-12-31
d GENL DYNAMICS CORP P   2020-12-31
e HONEYWELL INTL INC DEL P   2020-12-31
JOHNSON AND JOHNSON COM P   2020-12-31
NORFOLK SOUTHERN CORP P   2020-12-31
PPG INDUSTRIES INC SHS P 2020-04-02 2020-05-04
PUBLIC STORAGE $0.10 REIT P   2020-12-31
PACKAGING CORP AMERICA P   2020-12-31
PFIZER INC P 2020-02-04 2020-12-31
PROCTER & GAMBLE CO P 2020-08-04 2020-12-31
QUEST DIAGNOSTICS INC P 2020-09-02 2020-11-03
REPUBLIC SERVICES INC P   2020-12-31
RALPH LAUREN CORP P   2020-05-04
ROBERTHALF INTL INC COM P 2019-07-02 2020-07-02
SNAP ON INC COM P   2020-12-31
TEXAS INSTRUMENTS P   2020-12-31
TYSON FOODS INC CL A P 2020-08-04 2020-09-02
RAYTHEON TECHNOLOGIES CORP P 2020-03-03 2020-05-04
VIATRIS INC P   2020-12-31
V F CORPORATION P   2020-06-02
LAS VEGAS SANDS CORP P 2020-03-13 2020-12-31
TELEFONICA BRASIL SP ADR P 2019-12-05 2020-07-22
VALE SA P 2020-07-17 2020-12-18
ENGIE 1.EUR PAR ORDINARY P   2020-12-31
ROY DUT SHELL PLC B LON P 2019-12-06 2020-06-02
SINGAPORE TELECOM (1000) SGD PAR ORDINARY P 2020-04-09 2020-12-31
BRITVIC PLC, CHELMSFORD P 2020-03-11 2020-11-13
SMITHS GROUP PLC LONDON P 2019-12-06 2020-11-19
SIEMENS ENERGY AG NAMEN-EUR PAR ORDINARY P 2020-10-23 2020-10-27
SOFTBANK CORP P 2020-03-25 2020-12-31
ENEL SPA EUR PAR ORDINARY P 2020-05-18 2020-10-30
TOYOTA MOTOR CORP P 2019-09-06 2020-03-31
LLOYDS BNK GRP ORD SHS P 2019-12-30 2020-04-06
AVALONBAY CMMUN INC REIT P   2020-12-31
AMER EXPRESS COMPANY P 2019-08-13 2020-04-07
BECTON DICKINSON CO P   2020-05-22
AMN EXPRESS CO P 2019-09-12 2020-08-20
GENL DYNAMICS COR P 2019-09-12 2020-08-20
GILEAD SCIENCES P 2019-09-12 2020-09-01
MCDONALD'S CORP P 2019-09-12 2020-08-20
NORTHROP GRUMMAN P 2019-09-12 2020-08-20
UNITED TECHNOLOGI P 2019-09-12 2020-02-28
WELLS FARGO & CO P 2019-09-12 2020-01-30
USD ACTAVIS FUNDI P 2019-09-12 2020-03-12
BP CAP MARKETS PL P 2019-09-17 2020-02-13
ROYAL BANK OF CANADA P 2019-09-12 2020-08-20
TOYOTA MOTOR CREDIT CORP P 2019-09-12 2020-08-20
US TSY 1.750% P 2019-11-05 2020-10-23
US TSY 2.250% P 2019-09-12 2020-03-31
US TSY 2.625% P 2019-09-12 2020-03-31
US TSY 1.500% P 2020-02-04 2020-04-02
EATON VANCE MUT FDS TR FLTG RATE FD CL I P   2020-03-05
FIDELITY NEW MARKETS INCOME FUND P   2020-03-13
FINANCIAL INVS TR ALPS CRCMDTY MNGMNT CMPLT FND CL I P   2020-03-13
GOLDMAN SACHS COMMODITY STRATEGY INVSTR P   2020-03-13
PIMCO SHORT TERM FUND INSTL CL P   2020-03-17
VOYA SER FD INC GLOBAL REAL ESTATE FUND CL W P   2020-02-03
RAYTHEON TECHNOLOGIES CORP P   2020-12-31
UBS GROUP AG NAMEN-AKT P   2020-12-31
DEUTSCHE TELEKOM AG-REG EUR PAR ORDINARY P 2020-06-24 2020-06-24
ASCENDAS REAL ESTATE INV SGD PAR ORDINARY P   2020-12-31
IBERDROLA SA BILBAO P   2020-12-31
EMERSON ELEC CO P   2020-12-31
JOHNSON AND JOHNSON COM P   2020-12-31
PUBLIC STORAGE $0.10 REIT P   2020-12-31
PACKAGING CORP AMERICA P   2020-08-04
ROBERTHALF INTL INC COM P   2020-12-31
SPDR US FINANCIAL SECTOR ETF P   2020-12-31
SNAP ON INC COM P   2020-12-31
TEXAS INSTRUMENTS P   2020-12-31
V F CORPORATION P   2020-12-31
ABB LTD P   2020-08-06
ASTRAZENECA PLC SPND ADR P   2020-01-09
BRITISH AMN TOBACO SPADR P 2015-06-22 2020-12-10
BCE INC P   2020-06-02
HSBC HLDG PLC P   2020-12-31
MANULIFE FINANCIAL CORP P   2020-11-13
MMC NORILSK NICKEL PJSC ADR P   2020-12-31
SINGAPORE TELECOMM LT AD P   2020-03-13
TELEFONICA BRASIL SP ADR P   2020-12-31
UNILEVER NV NY REG SHS P   2020-12-31
UNTD OVERSEAS BK SPN ADR P   2020-11-20
ZURICH INSURANCE GROUP AG SHS SPON ADR P   2020-11-13
ENGIE 1.EUR PAR ORDINARY P   2020-03-30
ROY DUT SHELL PLC B LON P   2020-12-31
SMITHS GROUP PLC LONDON GBP PAR ORDINARY P   2020-12-31
IBERDROLA SA BILBAO .75 EUR PAR ORDINARY P   2020-12-31
NESTLE SA CHAM UND VEVE P 2015-04-15 2020-08-06
NN GROUP N.V. SHS EUR PAR ORDINARY P 2017-07-28 2020-04-23
UBS GROUP AG NAMEN-AKT P   2020-03-25
ALLIANZ SE EUR PAR ORDINARY P 2015-11-05 2020-10-09
BOC HONG KONG (HLDGS) P   2020-12-31
SONIC HEALTHCARE LTD P   2020-12-31
CHINA PETROLEUM & CHEMIC P   2020-03-13
INVESTOR AB P 2016-06-03 2020-12-31
BNP PARIBAS P 2015-04-15 2020-03-30
GLAXOSMITHKLINE NEW P   2020-12-11
DIAGEO BGP PAR ORDINARY P 2016-01-20 2020-12-31
BAE SYSTEMS PLC P   2020-04-23
IMPERIAL BRANDS PLC P   2020-03-30
MICHELIN B P   2020-04-23
ROCHE HOLDINGS GENUSH FN P   2020-12-31
MUNICH RE-INS REGD P 2015-06-23 2020-12-31
LLOYDS BNK GRP ORD SHS P 2018-02-01 2020-12-31
ALLERGAN PLC P   2020-03-31
BECTON DICKINSON CO P   2020-12-31
COMCAST CORP NEW CL A P 2017-07-25 2020-04-07
CME GROUP INC P   2020-12-31
CYRUSONE INC P   2020-12-31
DISNEY (WALT) CO COM STK P   2020-12-31
HONEYWELL INTL INC DEL P 2015-04-14 2020-04-07
INGERSOLL-RAND PLC P   2020-12-31
JPMORGAN CHASE & CO P   2020-12-31
LOWE'S COMPANIES INC P 2013-05-30 2020-04-07
MONDELEZ INTERNATIONAL INC P 2015-09-25 2020-04-07
MEDTRONIC PLC SHS P   2020-02-27
MICROSOFT CORP P   2020-12-31
NEXTERA ENERGY INC SHS P   2020-04-06
PAACKAGING CORP AMERICA P   2020-12-31
PWC FINCL SERVICES GROUP P   2020-12-31
PEPSICO INC P 2015-01-27 2020-04-07
REALTY INCM CRP MD PV$1 REIT P   2020-12-31
WEC ENERGY GROUP INC SHS P   2020-04-06
AMN EXPRESS CO P 2017-10-27 2020-08-20
HSBC HOLDINGS PLC P   2020-11-30
CVS HEALTH CORP P 2019-08-20 2020-12-22
GENL DYNAMICS COR P 2018-10-12 2020-08-20
GILEAD SCIENCES P 2017-12-05 2020-09-01
MCDONALD'S CORP P 2017-03-23 2020-08-20
NORTHROP GRUMMAN P 2017-10-18 2020-08-20
QUALCOMM INC P   2020-10-23
UNITED TECHNOLOGI P 2018-08-15 2020-02-28
WELLS FARGO & CO P   2020-01-30
WAL-MART STORES P   2020-12-15
USD ACTAVIS FUNDI P 2017-04-03 2020-03-12
BP CAP MARKETS PL P 2017-04-03 2020-02-13
ROYAL BANK OF CANADA P 2018-11-01 2020-08-20
TOYOTA MOTOR CREDIT CORP P 2017-05-31 2020-08-20
BB&T CORPORATION P   2020-10-23
US TSY 2.250% 2/15/21 P   2020-12-31
US TSY 2.250% 3/31/20 P   2020-12-31
US TSY 2.625% 8/31/20 P   2020-12-31
US TSY 2.375% 4/15/21 P   2020-11-20
BLACKROCK ALLOCATION TARGET SHARES SERIES A P   2020-09-15
EATON VANCE MUT FDS TR FLTG RATE FD CL I P   2020-03-05
FIDELITY NEW MARKETS INCOME FUND P   2020-03-13
GOLDMAN SACHS COMMODITY STRATEGY INVSTR P   2020-03-13
VOYA SER FD INC GLOBAL REAL ESTATE FUND CL W P   2020-02-03
SHIRE ACQ INV IRE P 2018-02-27 2020-08-11
ISHARES GOLD TRUST P    
SPDR GOLD TR SHARES P    
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 99,456   80,547 18,909
b 93,040   107,741 -14,701
c 18,621   15,431 3,190
d 102,313   128,160 -25,847
e 126,139   140,010 -13,871
54,761   56,058 -1,297
212,232   174,480 37,752
53,592   49,358 4,234
59,534   67,368 -7,834
99,830   108,016 -8,186
53,771   58,280 -4,509
20,454   19,198 1,256
23,277   20,069 3,208
165,800   162,289 3,511
53,894   79,274 -25,380
39,058   42,245 -3,187
38,785   41,551 -2,766
37,566   36,746 820
81,182   83,522 -2,340
51,863   73,706 -21,843
4,744   4,365 379
27,153   32,168 -5,015
6,022   5,784 238
80   108 -28
6,731   4,397 2,334
8,256   13,150 -4,894
498   871 -373
7,355   7,692 -337
1,138   1,080 58
2,541   2,669 -128
1,669   1,766 -97
3,039   3,131 -92
1,530   1,219 311
5,175   5,462 -287
814   1,877 -1,063
22,101   31,407 -9,306
2,105   2,897 -792
7,724   7,648 76
14,027   14,002 25
6,119   6,042 77
10,000   10,000 0
7,037   7,014 23
14,037   14,000 37
11,990   12,201 -211
14,000   14,000 0
11,000   11,000 0
7,000   7,000 0
8,161   8,060 101
14,144   13,984 160
123,110   123,007 103
38,000   38,000 0
31,000   31,000 0
52,725   51,134 1,591
7,864   8,006 -142
13,382   14,699 -1,317
39,402   54,274 -14,872
4,212   6,322 -2,110
99,744   101,755 -2,011
42,753   43,412 -659
5,103   4,458 645
224   224 0
566   566 0
144   144 0
11     11
72,086   72,421 -335
16,584   16,757 -173
23,227   23,578 -351
16,114   16,872 -758
30,670   30,482 188
14,097   10,808 3,289
38,924   36,081 2,843
53,991   45,770 8,221
75,520   99,600 -24,080
4,832   3,694 1,138
3,405   2,271 1,134
2,348   3,397 -1,049
3,748   3,732 16
8,644   10,548 -1,904
1,818   2,097 -279
6,518   4,858 1,660
1,343   2,000 -657
7,226   10,835 -3,609
5,190   3,794 1,396
1,420   1,344 76
4,835   3,294 1,541
3,507   5,686 -2,179
9,631   15,825 -6,194
7,663   7,195 468
4,208   2,715 1,493
236   156 80
2,306   3,625 -1,319
3,749   6,367 -2,618
995   868 127
6,603   10,152 -3,549
4,809   2,864 1,945
7,006   13,187 -6,181
13,696   8,690 5,006
2,404   4,729 -2,325
7,617   9,038 -1,421
10,497   7,150 3,347
5,606   6,835 -1,229
1,249   3,789 -2,540
4,097   4,556 -459
5,448   4,564 884
3,347   2,239 1,108
5,414   14,352 -8,938
37,122   34,929 2,193
38,429   29,126 9,303
1,735   1,830 -95
22,947   18,671 4,276
11,783   9,857 1,926
45,714   36,435 9,279
1,410   983 427
7,310   5,701 1,609
14,032   6,603 7,429
2,052   944 1,108
1,685   1,351 334
9,694   7,146 2,548
24,571   5,616 18,955
3,273   1,390 1,883
10,704   6,972 3,732
34,970   38,892 -3,922
1,748   1,254 494
27,798   20,481 7,317
5,151   2,708 2,443
31,059   30,987 72
33,601   32,390 1,211
31,226   30,854 372
17,336   16,968 368
17,000   17,000 0
16,084   16,019 65
31,082   31,000 82
35,418   34,025 1,393
25,979   26,054 -75
31,000   30,977 23
45,000   44,933 67
23,000   23,000 0
16,000   16,000 0
17,343   16,950 393
33,339   32,761 578
45,153   44,991 162
85,493   84,834 659
85,043   84,981 62
71,157   70,936 221
141,247   139,697 1,550
116,789   119,345 -2,556
157,189   156,184 1,005
271,403   305,141 -33,738
39,709   105,612 -65,903
177,916   234,834 -56,918
16,349   15,489 860
562     562
282     282
130,126     130,126
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       18,909
b       -14,701
c       3,190
d       -25,847
e       -13,871
      -1,297
      37,752
      4,234
      -7,834
      -8,186
      -4,509
      1,256
      3,208
      3,511
      -25,380
      -3,187
      -2,766
      820
      -2,340
      -21,843
      379
      -5,015
      238
      -28
      2,334
      -4,894
      -373
      -337
      58
      -128
      -97
      -92
      311
      -287
      -1,063
      -9,306
      -792
      76
      25
      77
      0
      23
      37
      -211
      0
      0
      0
      101
      160
      103
      0
      0
      1,591
      -142
      -1,317
      -14,872
      -2,110
      -2,011
      -659
      645
      0
      0
      0
      11
      -335
      -173
      -351
      -758
      188
      3,289
      2,843
      8,221
      -24,080
      1,138
      1,134
      -1,049
      16
      -1,904
      -279
      1,660
      -657
      -3,609
      1,396
      76
      1,541
      -2,179
      -6,194
      468
      1,493
      80
      -1,319
      -2,618
      127
      -3,549
      1,945
      -6,181
      5,006
      -2,325
      -1,421
      3,347
      -1,229
      -2,540
      -459
      884
      1,108
      -8,938
      2,193
      9,303
      -95
      4,276
      1,926
      9,279
      427
      1,609
      7,429
      1,108
      334
      2,548
      18,955
      1,883
      3,732
      -3,922
      494
      7,317
      2,443
      72
      1,211
      372
      368
      0
      65
      82
      1,393
      -75
      23
      67
      0
      0
      393
      578
      162
      659
      62
      221
      1,550
      -2,556
      1,005
      -33,738
      -65,903
      -56,918
      860
      562
      282
      130,126
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 -80,471
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 1,978
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 1,978
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,978
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 10,970
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 10,970
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 8,992
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet8,992 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletCT
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletCHRISTOPHER CARREIRA CO ANDERSEN T Telephone no.bullet (203) 987-3660

    Located atbullet1700 EAST PUTNAM AVE STE 408OLD GREENWICHCT ZIP+4bullet06870
    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
    PER HEIDENREICH TRUSTEE
    0.00     		0 0 0
    8121 SE GOLFHOUSE DRIVE
    HOBE SOUND,FL33455
    CECILIE H JEDLICKA TRUSTEE & EXECUTIVE DIRECT
    0.00     		0 0 0
    37 BROOKSIDE DRIVE
    GREENWICH,CT06830
    ASTRID HEIDENREICH TRUSTEE
    0.00     		0 0 0
    8121 SE GOLFHOUSE DRIVE
    HOBE SOUND,FL33455
    FRITZ HEIDENREICH TRUSTEE
    0.00     		0 0 0
    37 BROOKSIDE DRIVE
    GREENWICH,CT06830
    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 N/A 0
    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
    11,329,643
    b
    Average of monthly cash balances.......................
    1b
    405,352
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    11,734,995
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    11,734,995
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    176,025
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    11,558,970
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    577,949
    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
    577,949
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    1,978
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,978
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    575,971
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    575,971
    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
    575,971
    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
    458,404
    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
    458,404
    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
    458,404
    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 7 575,971
    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...... 430,969
    b From 2016...... 147,540
    c From 2017...... 109,742
    d From 2018...... 167,325
    e From 2019......  
    fTotal of lines 3a through e........ 855,576
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 458,404
    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..... 458,404
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 117,567 117,567
    (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 5 738,009
    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) ...     		313,402
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		424,607
    10 Analysis of line 9:
    a Excess from 2016.... 147,540
    b Excess from 2017.... 109,742
    c Excess from 2018.... 167,325
    d Excess from 2019....  
    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).)
    PER HEIDENREICH
    CECILIE H JEDLICKA
    ASTRID HEIDENREICH
    FRITZ HEIDENREICH
    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
    ADOPT A DOG
    23 COX AVENUE
    ARMONK,NY10504     		NONE 501(C)(3) GENERAL PURPOSE 500
    AMERICAN SCANDINAVIAN FOUNDATION
    58 PARK AVENUE
    NEW YORK,NY10016     		NONE 501(C)(3) GENERAL PURPOSE 2,000
    AMERICARES
    88 HAMILTON AVENUE
    STAMFORD,CT06902     		NONE 501(C)(3) GENERAL PURPOSE 5,000
    BOYS AND GIRLS CLUB OF GREENWICH
    744 LAKE AVENUE
    GREENWICH,CT06830     		NONE 501(C)(3) GENERAL PURPOSE 5,500
    BOYS AND GIRLS CLUB OF MARTIN COUNTY
    11954 SE DIXIE HIGHWAY
    HOBE SOUND,FL33455     		NONE 501(C)(3) GENERAL PURPOSE 15,000
    CARDINAL RUGBY
    10 HILLSIDE ROAD
    GREENWICH,CT06830     		NONE 501(C)(3) GENERAL PURPOSE 1,000
    CITY OF NORWALK
    125 EAST AVENUE
    NORWALK,CT06851     		NONE 501(C)(3) GENERAL PURPOSE 125,000
    DUNBAR EARLY LEARNING CENTER
    12100 SE LANTANA AVENUE
    HOBE SOUND,FL33455     		NONE 501(C)(3) GENERAL PURPOSE 15,000
    DUNBAR EARLY LEARNING CENTER
    12100 SE LANTANA AVENUE
    HOBE SOUND,FL33455     		NONE 501(C)(3) GENERAL PURPOSE 60,000
    EASTERN MIDDLE SCHOOL PTA
    51 HENDRIE AVENUE
    RIVERSIDE,CT06878     		NONE 501(C)(3) GENERAL PURPOSE 500
    FILLING IN THE BLANKS
    346 MAIN AVENUE SUITE 3A
    NORWALK,CT06851     		NONE 501(C)(3) GENERAL PURPOSE 2,500
    FLORIDA OCEANOGRAPHIC SOCIETY
    890 NE OCEAN BLVD
    STUART,FL34996     		NONE 501(C)(3) GENERAL PURPOSE 500
    FOOD RESCUE US
    1127 HIGH RIDGE ROAD SUITE 338
    STAMFORD,CT06902     		NONE 501(C)(3) GENERAL PURPOSE 5,000
    GHS LOAN FUND
    PO BOX 646
    OLD GREENWICH,CT06870     		NONE 501(C)(3) GENERAL PURPOSE 500
    GHS PTA
    10 HILLSIDE ROAD
    GREENWICH,CT06830     		NONE 501(C)(3) GENERAL PURPOSE 500
    GREENWICH ARTS COUNCIL
    299 GREENWICH AVENUE
    GREENWICH,CT06830     		NONE 501(C)(3) GENERAL PURPOSE 250
    GREENWICH ATHLETIC FOUNDATION
    PO BOX 1161
    GREENWICH,CT06836     		NONE 501(C)(3) GENERAL PURPOSE 1,250
    GREENWICH ATHLETIC FOUNDATION
    PO BOX 1161
    GREENWICH,CT06836     		NONE 501(C)(3) GENERAL PURPOSE 500
    GREENWICH CARDINAL QUARTERBACK CLUB
    10 HILLSIDE ROAD
    GREENWICH,CT06830     		NONE 501(C)(3) GENERAL PURPOSE 22,000
    GREENWICH DEPT OF HUMAN SERVICES FUND INC
    101 FIELD POINT ROAD
    GREENWICH,CT06830     		NONE 501(C)(3) GENERAL PURPOSE 5,000
    GREENWICH HISTORICAL SOCIETY
    47 STRICKLAND ROAD
    COS COB,CT06807     		NONE 501(C)(3) GENERAL PURPOSE 300
    GREENWICH POLICE DEPT SCHOLARSHIP FUND
    11 BRUCE PLACE
    GREENWICH,CT06807     		NONE 501(C)(3) GENERAL PURPOSE 1,500
    GREENWICH SYMPHONY
    PO BOX 35
    GREENWICH,CT06836     		NONE 501(C)(3) GENERAL PURPOSE 500
    HABITAT FOR HUMANITY
    322 WEST LAMAR STREET
    AMERICUS,GA31709     		NONE 501(C)(3) GENERAL PURPOSE 10,000
    HOBE SOUND NATURE CENTER
    13640 SE FEDERAL HIGHWAY
    HOBE SOUND,FL33455     		NONE 501(C)(3) GENERAL PURPOSE 2,000
    HOPE RURAL SCHOOL
    15929 SW 150TH STREET
    INDIANTOWN,FL34956     		NONE 501(C)(3) GENERAL PURPOSE 10,000
    HORIZON GOLF
    16000 ASHFORD STREET
    HORIZON CITY,TX79928     		NONE 501(C)(3) GENERAL PURPOSE 3,500
    HORIZONS GREENS FARM ACADEMY
    1057 BROAD STREET
    BRIDGEPORT,CT06604     		NONE 501(C)(3) GENERAL PURPOSE 20,000
    KHAN ACADEMY
    1937 LANDINGS DRIVE
    MOUNTAIN VIEW,CA94043     		NONE 501(C)(3) GENERAL PURPOSE 5,000
    KIDS IN CRISIS
    1 SALEM STREET
    COS COB,CT06807     		NONE 501(C)(3) GENERAL PURPOSE 1,500
    LOBLOLLY COMMUNITY FOUNDATION
    7407 SE HILL TERRACE
    HOBE SOUND,FL33455     		NONE 501(C)(3) GENERAL PURPOSE 10,000
    MAKE A WISH FOUNDATION OF CT
    56 COMMERCE DRIVE
    TRUMBULL,CT06611     		NONE 501(C)(3) GENERAL PURPOSE 500
    MARITIME AQUARIUM AT NORWALK
    10 N WATER STREET
    NORWALK,CT06854     		NONE 501(C)(3) GENERAL PURPOSE 6,700
    MARITIME COLLEGE SUNY
    6 PENNYFIELD AVENUE
    BRONX,NY10465     		NONE 501(C)(3) GENERAL PURPOSE 1,000
    MEALS-ON-WHEELS INC OF GREENWICH
    89 MAPLE AVENUE
    GREENWICH,CT06830     		NONE 501(C)(3) GENERAL PURPOSE 250
    MYSTIC AQUARIUM
    55 COOGAN BLVD
    MYSTIC,CT06355     		NONE 501(C)(3) GENERAL PURPOSE 15,000
    NMSU FOUNDATION INC
    1305 N HORSESHOE STREET
    LAS CRUCES,NM88003     		NONE 501(C)(3) GENERAL PURPOSE 500
    PATHWAYS INC
    33 DENISON PARKWAY WEST
    CORNING,NY14830     		NONE 501(C)(3) GENERAL PURPOSE 1,000
    PERROT MEMORIAL LIBRARY
    90 SOUND BEACH AVENUE
    OLD GREENWICH,CT06870     		NONE 501(C)(3) GENERAL PURPOSE 500
    PUTNAM GENERALS
    PO BOX 185
    OLD GREENWICH,CT06870     		NONE 501(C)(3) GENERAL PURPOSE 1,000
    RAMP
    197 SOUND BEACH AVENUE
    OLD GREENWICH,CT06870     		NONE 501(C)(3) GENERAL PURPOSE 500
    RAYMOND F KRAVIS CENTER
    701 OKEECHOBEE BLVD
    WEST PALM BEACH,FL33401     		NONE 501(C)(3) GENERAL PURPOSE 2,000
    REACH PREP
    1 DOCK STREET 100
    STAMFORD,CT06902     		NONE 501(C)(3) GENERAL PURPOSE 10,000
    SOUND BEACH VOLUNTEER SERVICES FOUNDATION
    31 OLD KINGS HIGHWAY
    OLD GREENWICH,CT06870     		NONE 501(C)(3) GENERAL PURPOSE 1,500
    STAMFORD HOSPITAL FOUNDATION
    1351 WASHINGTON BLVD SUTIE 202
    STAMFORD,CT06902     		NONE 501(C)(3) GENERAL PURPOSE 20,000
    STAMFORD POLICE FOUNDATION
    805 BEDFORD STREET
    STAMFORD,CT06901     		NONE 501(C)(3) GENERAL PURPOSE 2,500
    STAMFORD PUBLIC EDUCATION FOUNDATION
    177 BROAD STREET
    STAMFORD,CT06901     		NONE 501(C)(3) GENERAL PURPOSE 20,000
    STEPPING STONES
    62 OAK ROAD
    KATONAH,NY10536     		NONE 501(C)(3) GENERAL PURPOSE 5,000
    THE FIRST TEE OF CONNECTICUT
    55 GOLF CLUB ROAD
    CROMWELL,CT06416     		NONE 501(C)(3) GENERAL PURPOSE 500
    THE HOBE SOUND COMMUNITY CHEST
    11450 SE DIXIE HIGHWAY
    HOBE SOUND,FL33455     		NONE 501(C)(3) GENERAL PURPOSE 5,000
    THE HOLE IN THE WALL GANG
    555 LONG WHARF DRIVE
    NEW HAVEN,CT06511     		NONE 501(C)(3) GENERAL PURPOSE 10,000
    UNITED WAY OF MARTIN COUNTY
    10 SE CENTRAL PARKWAY SUITE 101
    STUART,FL34994     		NONE 501(C)(3) GENERAL PURPOSE 5,000
    USSGA MEMORIAL FUND
    49 KNOLLWOOD ROAD
    ELMSFORD,NY10523     		NONE 501(C)(3) GENERAL PURPOSE 250
    WELLS FARGO
    420 MONTGOMERY STREET
    SAN FRANCISCO,CA94104     		NONE 501(C)(3) GENERAL PURPOSE 8,960
    Total .................................bullet 3a 449,460
    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 20  
    4 Dividends and interest from securities....     14 227,985  
    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 20,632  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 -80,471  
    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).. 0 168,166 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    168,166
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


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


    Software ID:  
    Software Version:  


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

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

    20-6382658
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    THE PER AND ASTRID HEIDENREICH FAMILY
    FOUNDATION         		Employer identification number
    20-6382658
    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
    THE HEIDENREICH ENTERPRISE LIMITED PARTNERSHIP
     
    37 BROOKSIDE DRIVE
     
    GREENWICH, CT06830

    		$ 6,902,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


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

    20-6382658
    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
    		 350,000 SHARES TORGHATTEN ASA $ 6,902,000 2020-12-18
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    THE PER AND ASTRID HEIDENREICH FAMILY
    FOUNDATION         		Employer identification number

    20-6382658
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 AccountingFeesSchedule
    Name:
    THE PER AND ASTRID HEIDENREICH FAMILY
     
    FOUNDATION
    EIN:
    20-6382658
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE 17,400 8,700   8,700

    TY 2020 GeneralExplanationAttachment
    Name:
    THE PER AND ASTRID HEIDENREICH FAMILY
     
    FOUNDATION
    EIN:
    20-6382658
    Identifier Return Reference Explanation
      FORM 990 PF, PART VII-B, LINE 5(A)(4) DURING 2013, THE TAXPAYER FUNDED THE PER HEIDENREICH FUND FOR YOUNG GOLFERS, A FOREIGN ORGANIZATION OTHER THAN A CHARITABLE ORGANIZATION DESCRIBED IN SECTION 509(A)(1), (2) OR (3), OR SECTION 4940(D)(2). NOTWITHSTANDING SUCH GRANT, THE TAXPAYER WAS EXEMPT FROM SECTION 4945 TAX BECAUSE IT MAINTAINED EXPENDITURE RESPONSIBILITY WITH RESPECT TO ITS GRANT IN ACCORDANCE WITH SECTION 4945 (D)(4)(B) AND REGULATIONS SECTION 53.4945-5(D). AS PART OF THE TAXPAYER'S CONTINUING EXPENDITURE RESPONSIBILITY UNDER SECTION 4945 TO MONITOR THE FUND'S ACTIVITIES TO ENSURE THEY ARE BEING CONDUCTED IN ACCORDANCE WITH THE FUND'S INTENDED PURPOSES. THE CURRENT YEAR ACTIVITY REPORT, BALANCE SHEET, FINANCIAL STATEMENT AND CERTIFIED AUDIT REPORT IS AVAILABLE UPON REQUEST.

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    THE PER AND ASTRID HEIDENREICH FAMILY
     
    FOUNDATION
    EIN:
    20-6382658
    Name of Bond End of Year Book Value End of Year Fair Market Value
    MERRILL LYNCH #7EG-04999 547,496 570,983
    RBC #968-54643 1,371,529 1,302,427

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    THE PER AND ASTRID HEIDENREICH FAMILY
     
    FOUNDATION
    EIN:
    20-6382658
    Name of Stock End of Year Book Value End of Year Fair Market Value
    MERRILL LYNCH #7EG-02093 1,030,677 1,143,242
    MERRILL LYNCH #7EG-02094 602,409 714,457
    MERRILL LYNCH #7EG-02095 1,447,650 2,186,470
    RBC #968-54643 2,592,512 3,688,192
    MERRILL LYNCH #7EG-04481 2,310,291 7,153,720

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    THE PER AND ASTRID HEIDENREICH FAMILY
     
    FOUNDATION
    EIN:
    20-6382658
    US Government Securities - End of Year Book Value:

    1,389,413
    US Government Securities - End of Year Fair Market Value:

    1,411,893
    State & Local Government Securities - End of Year Book Value:


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


    0


    TY 2020 InvestmentsOtherSchedule2
    Name:
    THE PER AND ASTRID HEIDENREICH FAMILY
     
    FOUNDATION
    EIN:
    20-6382658
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MERRILL LYNCH #7EG-02093 AT COST 101,432 134,222
    MERRILL LYNCH #7EG-04999 AT COST 451,587 463,408
    RBC #968-54643 AT COST 474,406 533,606

    TY 2020 OtherDecreasesSchedule
    Name:
    THE PER AND ASTRID HEIDENREICH FAMILY
     
    FOUNDATION
    EIN:
    20-6382658
    Description Amount
    ASSET BASIS ADJUSTMENT 4,580,736


    TY 2020 OtherExpensesSchedule
    Name:
    THE PER AND ASTRID HEIDENREICH FAMILY
     
    FOUNDATION
    EIN:
    20-6382658
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    WELLS FARGO #10052 - WIRE FEES 60 0   60
    SUBSCRIPTIONS 182 0   182
    MISCELLANEOUS 2 0   2


    TY 2020 OtherIncomeSchedule2
    Name:
    THE PER AND ASTRID HEIDENREICH FAMILY
     
    FOUNDATION
    EIN:
    20-6382658
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    ML #02095 - NONTAXABLE DISTRIBUTIONS 333 0 0
    ML #04999 - INVESTMENT INCOME 2,040 2,040 0
    RBC #54643 - NONTAXABLE DISTRIBUTIONS 18,259 0 0


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    THE PER AND ASTRID HEIDENREICH FAMILY
     
    FOUNDATION
    EIN:
    20-6382658
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 71,572 71,572   0


    TY 2020 TaxesSchedule
    Name:
    THE PER AND ASTRID HEIDENREICH FAMILY
     
    FOUNDATION
    EIN:
    20-6382658
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ML #02094 - FOREIGN TAXES PAID 3,733 3,733   0
    RBC #968-54643 - FOREIGN TAXES PAID 3,764 3,764   0
    FIRST QUARTER ESTIMATED TAX PAYMENT 8,000 0   0