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 06-01-2020 , and ending 05-31-2021
Name of foundation
JEAN AND JULIEN LEVY FOUNDATION FOR THE
ARTS INC
Number and street (or P.O. box number if mail is not delivered to street address)24 POND BROOK ROAD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEWTOWN, CT064701019
A Employer identification number

22-2647001
B Telephone number (see instructions)

(203) 426-3605
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$2,235,450J 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) 60
2 Check bullet.............
3 Interest on savings and temporary cash investments 4 4  
4 Dividends and interest from securities... 34,908 34,908  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 94,539
b Gross sales price for all assets on line 6a 597,326
7 Capital gain net income (from Part IV, line 2)... 94,539
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 73 73  
12 Total. Add lines 1 through 11........ 129,584 129,524  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 60,060 0   57,057
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 7,000 0   6,650
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 6,125 0   0
c Other professional fees (attach schedule).... Click to see attachment 19,627 19,627   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 2,828 41   0
19 Depreciation (attach schedule) and depletion... 516 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 31,445 0   30,107
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 127,601 19,668   93,814
25 Contributions, gifts, grants paid....... 28,500 28,500
26 Total expenses and disbursements. Add lines 24 and 25 156,101 19,668   122,314
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -26,517
b Net investment income (if negative, enter -0-) 109,856
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............. 5,265 6,583 6,583
2 Savings and temporary cash investments......... 310,485 75,621 75,621
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) 270,815 Click to see attachment266,659 273,950
b Investments—corporate stock (attach schedule)....... 547,208 Click to see attachment524,669 1,201,125
c Investments—corporate bonds (attach schedule)....... 234,828 Click to see attachment438,179 441,507
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 153,670 Click to see attachment184,605 234,064
14 Land, buildings, and equipment: basis bullet3,129
Less: accumulated depreciation (attach schedule) bullet1,924 1,721 Click to see attachment1,205 1,000
15 Other assets (describe bullet) Click to see attachment2,500 Click to see attachment2,500 Click to see attachment1,600
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,526,492 1,500,021 2,235,450
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) Click to see attachment0 Click to see attachment46
23 Total liabilities (add lines 17 through 22)......... 0 46
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 1,526,492 1,499,975
29 Total net assets or fund balances (see instructions)..... 1,526,492 1,499,975
30 Total liabilities and net assets/fund balances (see instructions). 1,526,492 1,500,021
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
1,526,492
2
Enter amount from Part I, line 27a .....................
2
-26,517
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
1,499,975
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,499,975
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 WCM FOC INTL GRW I P 2020-03-25 2020-10-26
b NUANCE MDCP VAL I P 2019-12-23 2020-10-26
c NUANCE MDCP VAL I P 2019-12-23 2020-10-26
d PARNASSUS MDCP I P 2019-11-22 2020-10-26
e PARNASSUS MDCP I P 2019-12-30 2020-10-26
PRIN MDCP I P 2019-12-12 2020-10-26
PRIN MDCP I P 2019-12-12 2020-10-26
PRIN MDCP I P 2019-12-30 2020-10-26
MFS INST INTL EQ P 2011-05-19 2020-10-26
PARNASSUS MDCP I P 2016-12-19 2020-10-26
PRIN MDCP I P 2012-08-22 2020-10-26
AMERICAN TOWER CORP NEW P 2020-09-17 2021-01-22
CME GROUP INC CL A P 2020-09-22 2021-01-22
CHIPOTLE MEXICAN GRILL A P 2020-10-26 2021-01-22
DANAHER CORP P 2020-10-29 2021-01-22
EQUINIX INC PAR $0.001 P 2020-05-26 2020-07-22
ESTEE LAUDER CO INC P 2020-09-11 2021-01-22
ESTEE LAUDER CO INC P 2020-09-11 2021-03-25
FACEBOOK INC A P 2020-06-30 2020-07-22
FACEBOOK INC A P 2020-06-30 2020-09-09
ILLUMINA INC P 2020-05-29 2020-07-22
ILLUMINA INC P 2020-05-29 2021-01-22
ILLUMINA INC P 2020-08-13 2021-01-22
ILLUMINA INC P 2020-08-13 2021-02-24
ILLUMINA INC P 2020-09-21 2021-02-24
INTUIT INC P 2019-08-12 2020-07-22
INTUITIVE SURGICAL NEW P 1930-03-30 2021-01-22
MICROSOFT CORP P 2020-02-07 2020-07-22
MICROSOFT CORP P 2020-10-28 2021-01-22
NETFLIX INC P 2020-09-17 2021-01-22
PAYPAL HLDGS INC P 2020-05-26 2020-07-13
S&P GLOBAL INC P 2020-05-26 2020-07-22
S&P GLOBAL INC P 2020-10-29 2021-01-22
SNAP INC CL A P 2020-02-04 2020-07-22
SNAP INC CL A P 2020-02-04 2020-10-28
SNAP INC CL A P 2020-09-21 2020-10-28
SNAP INC CL A P 2020-02-04 2021-01-22
ADOBE INC P 2018-09-18 2020-07-22
ADOBE INC P 2018-11-28 2020-09-17
ADOBE INC P 2018-11-28 2021-01-22
ALIGN TECHNOLOGY INC P 2019-06-05 2020-07-22
ALIGN TECHNOLOGY INC P 2019-04-02 2020-11-18
ALIGN TECHNOLOGY INC P 2019-06-05 2020-11-18
ALIGN TECHNOLOGY INC P 2019-04-02 2021-01-22
ALPHABET INC A P 2011-05-10 2020-09-09
ALPHABET INC A P 2017-09-20 2020-09-09
ALPHABET INC A P 2011-05-10 2020-09-21
ALPHABET INC A P 2011-05-10 2020-10-26
ALPHABET INC A P 2011-07-13 2020-10-26
AMAZON.COM INC P 2010-07-29 2020-07-13
AMERICAN TOWER CORP NEW P 2007-07-03 2020-07-22
CME GROUP INC CL A P 2015-06-09 2020-07-22
ECOLAB INC P 2017-11-21 2020-07-22
ECOLAB INC P 2011-12-23 2020-10-20
ECOLAB INC P 2017-11-21 2020-10-20
EQUINIX INC PAR $0.001 P 2019-01-16 2021-01-22
ESTEE LAUDER CO INC P 2018-12-03 2020-07-22
FACEBOOK INC A P 2019-02-08 2020-09-09
FACEBOOK INC A P 2019-04-01 2020-09-09
FACEBOOK INC A P 2019-02-08 2021-01-22
FACEBOOK INC A P 2019-02-08 2021-05-14
INTUIT INC P 2019-08-12 2021-01-22
INTUITIVE SURGICAL NEW P 2010-10-28 2021-05-04
INTUITIVE SURGICAL NEW P 2020-03-30 2021-05-04
NVIDIA CORP P 2016-09-16 2020-07-13
NVIDIA CORP P 2016-09-16 2020-09-17
NVIDIA CORP P 2016-09-16 2021-01-22
NIKE INC B P 2014-12-23 2020-07-22
NIKE INC B P 2014-10-22 2020-09-21
NIKE INC B P 2014-12-23 2020-09-21
NIKE INC B P 2014-10-22 2021-01-22
PAYPAL HLDGS INC P 2016-02-05 2020-07-13
PAYPAL HLDGS INC P 2016-02-05 2020-07-22
PAYPAL HLDGS INC P 2016-02-05 2021-01-22
PAYPAL HLDGS INC P 2016-02-05 2021-01-22
SNAP INC CL A P 2020-02-04 2021-02-24
SNAP INC CL A P 2020-02-04 2021-03-02
IHS MARKIT LTD P 2016-07-13 2020-07-22
IHS MARKIT LTD P 2016-07-13 2021-01-22
IHS MARKIT LTD P 2016-07-13 2021-02-02
IHS MARKIT LTD P 2016-07-13 2021-02-12
IHS MARKIT LTD P 2016-07-13 2021-03-16
IHS MARKIT LTD P 2016-07-13 2021-03-25
IHS MARKIT LTD P 2016-07-13 2021-05-19
VISA INC CL A P 2008-10-31 2020-07-22
VISA INC CL A P 2008-10-31 2021-01-22
AIR PDTS & CHEMICALS INC P 2020-04-24 2020-09-03
AMERN EXPRESS CO P 2021-04-14 2021-04-16
APPLE INC P 2020-03-13 2020-07-16
APPLE INC P 2020-03-13 2020-08-10
CISCO SYSTEMS INC P 2021-03-26 2021-04-16
EXPEDIA GROUP INC P 2021-02-10 2021-04-16
KEURIG DR PEPPER INC P 2020-03-05 2021-02-12
KEURIG DR PEPPER INC P 2020-04-22 2021-02-12
LAM RESEARCH CORPORATION P 2020-07-30 2021-05-10
QUALCOMM INC P 2020-10-06 2021-04-16
REYNOLDS CONSUMER PRODS P 2020-04-22 2021-04-07
SEMPRA ENERGY P 2020-11-10 2021-04-16
TE CONNECTIVITY P 2021-01-07 2021-04-16
TJX COS INC NEW P 2021-02-24 2021-04-16
T MOBILE US INC P 2020-06-24 2021-03-26
T-MOBILE US INC RTS P 2020-06-30 2020-07-16
AIR PDTS & CHEMICALS INC P 2019-01-25 2020-09-03
AMERICAN TOWER CORP NEW P 2016-05-02 2020-11-10
AMERICAN TOWER CORP NEW P 2018-08-01 2020-11-10
AMERICAN TOWER CORP NEW P 2016-05-02 2020-12-09
AMERISOURCEBERGEN CORP P 2016-05-02 2021-02-24
AMERISOURCEBERGEN CORP P 2016-06-30 2021-02-24
ANTHEM INC P 2016-05-02 2020-07-31
APPLE INC P 2019-07-11 2020-08-10
APPLE INC P 2019-07-11 2020-08-26
APPLE INC P 2019-07-11 2020-09-03
APPLE INC P 2019-07-11 2021-02-03
BANK AMERICA CORP P 2018-06-07 2021-04-16
CVS HEALTH CORP P 2016-05-02 2020-10-01
CHARTER COMMNS INC NEW A P 2016-06-01 2021-02-10
CHARTER COMMNS INC NEW A P 2016-06-01 2021-03-26
COMCAST CORP A NEW P 2019-01-24 2021-02-10
COMCAST CORP A NEW P 2019-03-27 2021-02-10
COMCAST CORP A NEW P 2018-07-19 2021-04-16
COMCAST CORP A NEW P 2019-01-24 2021-04-16
DEERE & CO P 2019-12-12 2021-04-16
DISH NETWORK CORP A P 2016-05-02 2021-04-16
EDISON INTL P 2019-07-31 2021-04-16
EXXON MOBIL CORP P 2016-05-02 2020-08-03
HOME DEPOT INC P 2016-05-02 2021-02-10
HOME DEPOT INC P 2016-05-02 2021-04-16
HONEYWELL INTL INC P 2009-07-13 2021-02-10
ILLINOIS TOOL WORKS INC P 2016-05-02 2021-04-16
JPMORGAN CHASE & CO P 2016-05-02 2021-04-16
KEURIG DR PEPPER INC P 2019-10-04 2021-02-03
KEURIG DR PEPPER INC P 2019-10-04 2021-02-10
KEURIG DR PEPPER INC P 2019-10-04 2021-02-11
KEURIG DR PEPPER INC P 2019-10-04 2021-02-12
MARSH & MCLENNAN COS INC P 2016-05-02 2021-02-10
MARTIN MARIETTA MTLS INC P 2016-05-02 2021-04-16
MERCK & COMPANY INC NEW P 2015-02-18 2020-07-06
MICROSOFT CORP P 2015-02-12 2020-07-16
MICROSOFT CORP P 2015-02-12 2020-08-10
MICROSOFT CORP P 2015-02-12 2020-09-03
MICROSOFT CORP P 2015-02-12 2020-11-10
MOTOROLA SOLUTIONS INC P 2016-05-02 2020-06-12
NOVARTIS AG SPON ADR P 2016-05-02 2020-07-06
NOVARTIS AG SPON ADR P 2018-08-09 2020-07-06
NOVARTIS AG SPON ADR P 2016-05-02 2021-02-03
ORACLE CORP P 2017-12-15 2021-04-16
PPG INDUSTRIES INC P 2020-02-24 2021-04-16
PFIZER INC P 2018-08-09 2020-11-16
PFIZER INC P 2018-12-26 2020-11-16
PROGRESSIVE CORP OH P 2016-05-02 2021-04-16
REYNOLDS CONSUMER PRODS P 2020-03-11 2021-04-07
REYNOLDS CONSUMER PRODS P 2020-01-31 2021-04-08
REYNOLDS CONSUMER PRODS P 2020-03-11 2021-04-08
REYNOLDS CONSUMER PRODS P 2020-01-31 2021-04-16
REYNOLDS CONSUMER PRODS P 2020-01-31 2021-04-22
REYNOLDS CONSUMER PRODS P 2020-01-31 2021-04-23
SUNCOR ENERGY INC NEW P 2016-05-02 2021-01-19
T MOBILE US INC P 2020-03-04 2021-03-26
TRAVELERS COS INC P 2019-01-03 2021-04-16
UPS INC B P 2018-05-17 2021-01-07
UPS INC B P 2019-07-25 2021-01-07
U S BANCORP DE NEW P 2016-05-02 2021-04-16
UNITEDHEALTH GROUP INC P 2016-05-02 2020-07-31
PIA BBB BD MACS P 2020-09-16 2021-01-26
TRUIST FINL 1.125 080327 P 2020-12-15 2021-01-26
FNMA NOTE 2.375 011923 P 2020-06-18 2021-01-26
FNMA NOTE 2.375 011923 P 2020-06-18 2021-03-16
UST NOTE 2.375 051529 P 2019-11-01 2020-09-16
UST NOTE 2.125 051525 P 2020-05-19 2021-01-26
UST NOTE 1.625 093026 P 2020-02-26 2021-01-26
PIA MBS BD MACS P 2011-10-13 2021-01-26
AT&T INC P 2014-05-28 2020-07-23
AT&T INC P 2016-08-03 2020-07-23
AT&T INC P 2017-07-07 2020-07-23
FHLMC MTN P 2018-11-14 2020-06-18
JPM SR NT P 2016-12-05 2020-12-08
UST NOTE P 2019-06-06 2020-09-16
UST NOTE P 2020-03-11 2021-04-21
UST NOTE P 2019-01-23 2021-01-26
UST NOTE P 2019-03-26 2021-01-26
UST NOTE P 2019-11-21 2021-01-26
UST NOTE P 2016-01-27 2020-12-15
UST NOTE P 2016-08-03 2020-12-15
UST NOTE P 2019-08-22 2020-12-15
WF MTN P 2019-06-25 2021-01-26
BMW BK N AMER CD 2% P 2017-10-20 2020-10-27
WELLS FARGO CD 2.5% P 2018-01-25 2021-02-01
WELLS FARGO CD 2.8% P 2018-06-15 2020-06-29
APPLE COMPUTER INC P 2010-09-30 2020-06-17
CHEVRON CORPORATION P 2010-08-06 2020-06-17
DUPONT DE NEMOURS INC P 2007-07-03 2020-06-17
EXXONMOBIL CORPORATION P 2007-07-03 2020-06-17
CHEVRON CORPORATION P 2010-08-06 2020-10-16
DOW INC P 2007-07-03 2020-10-16
EXXONMOBIL CORPORATION P 2007-07-03 2020-10-16
WELLS FARGO & CO P 2007-07-03 2020-10-16
AT&T INC P 2007-07-03 2020-11-16
BANK OF AMERICA P 2007-07-03 2020-11-16
VONTIER CORPORATION P 2017-08-24 2020-11-16
VONTIER CORPORATION P 2007-07-03 2020-11-16
VITARIS INC P 2017-08-24 2020-12-10
VIATRIS INC P 2012-10-16 2020-12-10
VIATRIS INC P 2012-10-16 2020-12-21
VIATRIS INC P 2017-08-24 2020-12-21
VIATRIS INC P 2012-10-16 2020-12-21
VIATRIS INC P 2017-08-24 2021-01-13
AT&T INC P 2007-07-03 2021-03-15
ABBVIE INC P 2010-09-30 2021-03-15
HOME DEPOT INC P 2017-08-24 2021-03-15
JP MORGAN & CHASE CO P 2009-06-03 2021-03-15
MICROSOFT CORPORATION P 2017-08-24 2021-03-15
AT&T INC P 2007-07-03 2021-04-29
ABBVIE INC P 2010-09-30 2021-04-29
BRISTOL MYERS SQUIBB CO P 2011-10-05 2021-04-29
PFIZER INC P 2012-10-16 2021-04-29
(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 285   198 87
b 228   240 -12
c 178   188 -10
d 349   329 20
e 69   67 2
399   378 21
8   7 1
46   44 2
1,524   1,084 440
503   400 103
660   311 349
1,572   1,749 -177
1,111   995 116
1,491   1,300 191
1,190   1,151 39
730   663 67
1,268   1,076 192
3,106   2,366 740
719   659 60
822   659 163
387   367 20
403   367 36
2,017   1,762 255
451   352 99
903   553 350
295   273 22
1,507   998 509
420   369 51
1,599   1,432 167
1,147   937 210
180   147 33
356   313 43
959   975 -16
318   261 57
252   112 140
2,813   1,607 1,206
2,087   727 1,360
889   546 343
1,411   746 665
951   497 454
317   303 14
898   577 321
449   303 146
1,067   577 490
3,102   542 2,560
1,551   947 604
2,834   542 2,292
4,774   813 3,961
4,774   807 3,967
3,307   118 3,189
778   129 649
337   193 144
208   133 75
7,882   2,214 5,668
808   531 277
724   381 343
391   300 91
822   498 324
274   168 106
829   498 331
2,197   1,163 1,034
1,132   818 314
844   87 757
844   499 345
2,133   312 1,821
1,487   187 1,300
1,646   187 1,459
493   240 253
2,160   868 1,292
114   48 66
1,124   365 759
1,976   399 1,577
354   73 281
3,267   471 2,796
1,760   254 1,506
5,185   1,362 3,823
1,416   392 1,024
320   132 188
803   296 507
3,726   1,348 2,378
2,519   888 1,631
1,338   460 878
191   66 125
1,721   559 1,162
594   40 554
1,225   81 1,144
887   643 244
149   148 1
770   526 244
449   263 186
53   52 1
174   149 25
760   646 114
412   343 69
1,189   753 436
139   121 18
720   745 -25
138   136 2
133   129 4
70   70 0
1,352   1,182 170
4   10 -6
296   161 135
696   316 380
464   300 164
655   316 339
1,583   1,279 304
1,372   1,027 345
832   420 412
1,347   610 737
1,008   407 601
1,837   762 1,075
673   254 419
273   211 62
2,826   4,981 -2,155
1,836   670 1,166
1,891   670 1,221
1,153   786 367
105   80 25
55   35 20
110   71 39
382   173 209
226   293 -67
61   74 -13
1,941   4,098 -2,157
1,666   815 851
326   136 190
1,818   262 1,556
222   105 117
153   64 89
1,179   1,018 161
704   605 99
670   578 92
222   193 29
679   381 298
352   172 180
1,670   1,229 441
1,019   214 805
1,038   214 824
1,524   299 1,225
1,055   214 841
1,546   835 711
89   67 22
620   512 108
2,323   1,751 572
79   48 31
505   348 157
2,264   2,498 -234
334   369 -35
199   66 133
420   400 20
690   648 42
60   57 3
751   705 46
823   761 62
761   705 56
2,289   3,551 -1,262
246   185 61
155   116 39
159   117 42
795   585 210
58   43 15
611   263 348
3,273   3,247 26
2,009   2,003 6
2,086   2,086 0
21,853   21,844 9
14,975   13,685 1,290
1,077   1,075 2
2,124   2,041 83
282   289 -7
12,494   12,004 490
3,124   3,032 92
2,082   2,004 78
43,447   42,129 1,318
15,764   15,063 701
18,431   16,338 2,093
32,684   32,543 141
1,037   982 55
1,060   1,007 53
1,061   1,016 45
4,367   4,040 327
2,183   2,066 117
10,917   10,339 578
1,081   1,013 68
50,000   50,000 0
50,000   49,988 12
40,000   40,000 0
8,851   1,017 7,834
4,650   3,904 746
3,389   4,708 -1,319
2,363   3,450 -1,087
7,309   7,809 -500
3,094   2,099 995
3,418   6,900 -3,482
6,830   10,679 -3,849
4,357   6,228 -1,871
5,452   9,920 -4,468
572   1,305 -733
1,145   757 388
7   6 1
4   3 1
86   56 30
190   160 30
553   362 191
18   15 3
2,961   4,152 -1,191
2,742   680 2,062
4,166   2,235 1,931
3,857   867 2,990
5,823   1,816 4,007
1,558   2,076 -518
2,757   680 2,077
9,482   4,820 4,662
2,888   1,836 1,052
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       87
b       -12
c       -10
d       20
e       2
      21
      1
      2
      440
      103
      349
      -177
      116
      191
      39
      67
      192
      740
      60
      163
      20
      36
      255
      99
      350
      22
      509
      51
      167
      210
      33
      43
      -16
      57
      140
      1,206
      1,360
      343
      665
      454
      14
      321
      146
      490
      2,560
      604
      2,292
      3,961
      3,967
      3,189
      649
      144
      75
      5,668
      277
      343
      91
      324
      106
      331
      1,034
      314
      757
      345
      1,821
      1,300
      1,459
      253
      1,292
      66
      759
      1,577
      281
      2,796
      1,506
      3,823
      1,024
      188
      507
      2,378
      1,631
      878
      125
      1,162
      554
      1,144
      244
      1
      244
      186
      1
      25
      114
      69
      436
      18
      -25
      2
      4
      0
      170
      -6
      135
      380
      164
      339
      304
      345
      412
      737
      601
      1,075
      419
      62
      -2,155
      1,166
      1,221
      367
      25
      20
      39
      209
      -67
      -13
      -2,157
      851
      190
      1,556
      117
      89
      161
      99
      92
      29
      298
      180
      441
      805
      824
      1,225
      841
      711
      22
      108
      572
      31
      157
      -234
      -35
      133
      20
      42
      3
      46
      62
      56
      -1,262
      61
      39
      42
      210
      15
      348
      26
      6
      0
      9
      1,290
      2
      83
      -7
      490
      92
      78
      1,318
      701
      2,093
      141
      55
      53
      45
      327
      117
      578
      68
      0
      12
      0
      7,834
      746
      -1,319
      -1,087
      -500
      995
      -3,482
      -3,849
      -1,871
      -4,468
      -733
      388
      1
      1
      30
      30
      191
      3
      -1,191
      2,062
      1,931
      2,990
      4,007
      -518
      2,077
      4,662
      1,052
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 94,539
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 1,527
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 1,527
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 1,527
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 1,600
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 1,600
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 73
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet73 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. Click to see attachment...............................
    10
    Yes
     
    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 ofbulletMARIE DIFILIPPANTONIO Telephone no.bullet (203) 426-3605

    Located atbullet24 POND BROOK ROADNEWTOWNCT ZIP+4bullet064701019
    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
    JOHN R FARRON TRUSTEE
    0.25     		0 0 0
    24 POND BROOK ROAD
    NEWTOWN,CT064701019
    MILES BORZILLERI TRUSTEE, TREASURER
    0.50     		0 0 0
    24 POND BROOK ROAD
    NEWTOWN,CT064701019
    MARIE DIFILIPPANTONIO SECRETARY
    40.00     		60,060 0 0
    24 POND BROOK ROAD
    NEWTOWN,CT064701019
    ERIC W STROM CHAIRMAN OF THE BOARD
    0.25     		0 0 0
    24 POND BROOK ROAD
    NEWTOWN,CT064701019
    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
    2,062,840
    b
    Average of monthly cash balances.......................
    1b
    38,015
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,100,855
    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
    2,100,855
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    31,513
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    2,069,342
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    103,467
    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
    103,467
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    1,527
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,527
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    101,940
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    101,940
    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
    101,940
    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
    122,314
    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
    122,314
    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
    122,314
    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 7 101,940
    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...... 13,925
    b From 2016...... 14,021
    c From 2017...... 12,205
    d From 2018...... 57,617
    e From 2019...... 18,173
    fTotal of lines 3a through e........ 115,941
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 122,314
    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..... 101,940
    e Remaining amount distributed out of corpus 20,374
    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 5 136,315
    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) ...     		13,925
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		122,390
    10 Analysis of line 9:
    a Excess from 2016.... 14,021
    b Excess from 2017.... 12,205
    c Excess from 2018.... 57,617
    d Excess from 2019.... 18,173
    e Excess from 2020.... 20,374
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    MARIE DIFILIPPANTONIO THE JL FOUNDA
    24 POND BROOK ROAD
    NEWTOWN,CT064701019
    (203) 426-3605
    bThe form in which applications should be submitted and information and materials they should include:
    REQUEST APPLICATION FORM, SPECIFY INTENDED ACTIVITY/TOPIC, QUALIFICATIONS
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    GRANTS ARE LIMITED TO THOSE ACTIVE IN THE ARTS FOR THE PURPOSE OF CONDUCTING LECTURES, SEMINARS AND THE LIKE.
    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
    AFTER SCHOOL ARTS PROGRAM
    PO BOX 15
    WASHINGTON DEPOT,CT06794     		N/A PUBLIC ARTIST FEES FOR WORKSHOPS & FIELD TRIPS,SUPPLIES & TRANSPORTATION 15,000
    LITCHFIELD PERFORMING ARTS INC
    PO BOX 69
    LITCHFIELD,CT06759     		N/A PUBLIC SUPPORT JAZZ CAMPS 3,000
    PILOBOLUS EDUCATION FUND
    18 EAST 16TH STREET SUITE 308
    NEW YORK,NY10003     		N/A PUBLIC SUPPORT,PRESERVATION & GROWTH OF THE EDUCATIONAL INITIATIVES 10,500
    Total .................................bullet 3a 28,500
    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 4  
    4 Dividends and interest from securities....     14 34,908  
    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 73  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 94,539  
    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).. 0 129,524 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    129,524
    (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:
    JEAN AND JULIEN LEVY FOUNDATION FOR THE
     
    ARTS INC
    EIN:
    22-2647001
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 6,125 0   0

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    JEAN AND JULIEN LEVY FOUNDATION FOR THE
     
    ARTS INC
    EIN:
    22-2647001
    Name of Bond End of Year Book Value End of Year Fair Market Value
    15,000 BANK AMERICA CORP MED TERM NT 3.3% DUE 1/11/23 14,952 15,710
    20,000 FEDL NATL MTG ASSN NOTE 2.375% DUE 1/1/23 20,714 20,730
    15,000 COMCAST CORP NEW BOND 3.00% DUE 2/1/24 14,633 16,000
    16,000 WAL-MART STORES INC 2.850% DUE 07/08/24 16,429 17,175
    16,000 NORTHROP GRUMMAN CORP 2.930% DUE 01/15/25 16,360 17,116
    15,000 WELLS FARGO & CO NOTE 3.000% DUE 2/19/25 15,186 16,071
    15,000 CVS HEALTH CORP 4.100% DUE 03/25/25 16,357 16,700
    15,000 AT&T INC NOTE 3.400% DUE 5/15/25 16,308 16,445
    15,000 GOLDMAN SACHS GROUP INC 3.750% DUE 11/22/25 15,589 16,517
    15,000 JPMORGAN CHASE & CO NOTE 3.200% DUE 6/15/26 16,518 16,424
    15,000 TRUIST FINL CORP NOTE 1.125% DUE 8/3/27 15,023 14,606
    50,000 FL POWER & LIGHT 3.125$ 12/1/25 54,227 54,578
    50,000 PEPSICO INC 3.1% 7/17/22 52,815 51,374
    50,000 UNILEVER CAP CORP 3.25% 3/7/24 54,545 53,809
    30,000 VF CORPORATION 2.4% 4/23/25 31,779 31,564
    15,000 VERIZON COMM INC 3.5% 11/1/24 16,319 16,252
    50,000 BANK OF AMERICA BD 2.503% 10/21/22 50,425 50,436

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    JEAN AND JULIEN LEVY FOUNDATION FOR THE
     
    ARTS INC
    EIN:
    22-2647001
    Name of Stock End of Year Book Value End of Year Fair Market Value
    33 ADOBE SYSTEMS INC 8,317 16,651
    30 ALIGN TECHNOLOGY INC 7,327 17,705
    4 AMAZON.COM INC 473 12,892
    62 AMERICAN TOWER CORP 1,930 15,839
    65 CME GROUP INC CL A 6,931 14,219
    9 CHIPOTLE MEXICAN GRILL 11,956 12,348
    55 DANAHER CORP 12,493 14,088
    20 EQUINIX INC 3,528 14,734
    46 ESTEE LAUDER CO INC 6,657 14,100
    55 FACEBOOK INC CL A 5,759 18,080
    41 ILLUMINA INC 2,249 16,631
    41 INTUIT INC 10,741 18,003
    19 INTUITIVE SURGICAL INC NEW 1,650 16,001
    80 MATCH GROUP INC 12,066 11,470
    63 MICROSOFT CORP 9,961 15,730
    36 NVIDIA CORP 3,560 23,392
    26 NETFLIX INC 6,097 13,073
    99 NIKE INC CL B 4,521 13,510
    80 PAYPAL HOLDINGS INC 2,900 20,802
    37 S&P GLOBAL INC 3,644 14,040
    363 SNAP INC 8,207 22,550
    26 IHS MARKIT LTD 855 2,738
    103 VISA INC CL A 4,058 23,412
    25 AIR PRODUCTS & CHEMICALS INC 4,209 7,492
    72 AMERICAN EXPRESS CO 4,766 11,529
    25 AMERICAN TOWER CORP CL A 2,634 6,387
    15 AMGEN INC 2,324 3,569
    15 ANTHEM INC 2,102 5,973
    20 APPLE INC 1,016 2,492
    87 BANK OF NEW YORK MELLON CORP 3,373 4,531
    355 BANK AMERICA CORP 8,353 15,048
    17 BERKSHIRE HATHAWAY INC CL B NEW 3,402 4,920
    38 CAPITAL ONE FINANCIAL CORP 3,747 6,110
    9 CHARTER COMM INC NEW CL A 2,011 6,251
    52 CHEVRON CORP 3,950 5,397
    107 CISCO SYSTEMS INC 5,575 5,660
    157 COMCAST CORP CL A NEW 5,351 9,002
    108 CONOCOPHILLIPS 4,526 6,020
    29 DEERE & CO 4,310 10,472
    217 DISH NETWORK CORP CL A 9,165 9,444
    127 EDISON INTL 7,880 7,095
    47 EXPEDIA GROUP INC 6,712 8,317
    17 HOME DEPOT INC 2,308 5,421
    31 HONEYWELL INTL INC 903 7,158
    28 ILLINOIS TOOL WORKS INC 2,938 6,489
    90 JP MORGAN CHASE & COMPANY 5,747 14,782
    35 JOHNSON & JOHNSON 4,170 5,924
    11 LAM RESEARCH CORP 2,839 7,148
    31 MARSH & MCLENNAN COS INC 1,969 4,289
    11 MARTIN MARIETTA MATERIALS INC 1,895 4,000
    44 MERCK & COMPANY INC NEW 2,501 3,339
    12 MICROSOFT CORP 513 2,996
    33 MOTOROLA SOLUTIONS INC NEW 2,504 6,775
    19 NXP XEMICONDUCTORES N V 3,551 4,017
    15 NORTHROP GRUMMAN CORP 5,178 5,488
    47 ORACLE CORP 2,186 3,701
    47 OTIS WORLDWIDE CORP 2,493 3,682
    25 PPG INDUSTRIES INC 2,731 4,493
    24 PEPSICO INC 2,949 3,551
    43 PROGRESSIVE CORP OH 1,386 4,260
    25 QUALCOMM INC 3,023 3,364
    118 RAYTHEON TECHNOLOGIES CORP 7,781 10,468
    93 SCHWAB CHARLES CORP NEW 4,307 6,868
    75 SEMPRA ENERGY 8,405 10,162
    95 TC ENERGY CORP 4,725 4,851
    81 TE CONNECTIVITY LTD 5,718 10,990
    66 TJX COS INC NEW 4,591 4,458
    36 T-MOBILE US INC 3,249 5,092
    25 TRAVELERS COMPANIES INC 2,778 3,993
    35 UNITED PARCEL SERVICE 3,825 7,511
    67 U S BANCORP DE NEW 2,877 4,072
    12 UNITED HEALTHCARE GROUP INC 1,578 4,943
    268 VERTIV HOLDINGS LLC 4,693 6,652
    300 APPLE COMPUTER INC 3,052 37,383
    125 ABBVIE INC 3,401 14,150
    150 ABBOTT LABORATORIES 3,763 17,498
    150 AUTOMATIC DATA PROCESSING 10,746 29,403
    450 AMPHENOL CORPORATION 4,029 30,267
    200 BANK OF AMERICA CORP 9,920 8,478
    25 BLACKROCK INC 10,457 21,926
    100 BRISTOL MYERS SQUIBB 3,214 6,572
    135 COMCAST CORP 7,678 7,741
    150 CVS HEALTH CORPORATION 5,492 12,966
    20 DANAHER CORPORATION 5,150 5,123
    150 FORTIVE CORPORATION 3,093 10,878
    85 HOME DEPOT INC 12,663 27,107
    75 INTERNATIONAL BUSINESS MACHS 8,021 10,781
    450 INTEL CORP 9,237 25,704
    75 ILLINOIS TOOL WORKS INC 4,185 17,382
    150 JPMORGAN CHASE & CO 5,545 24,636
    35 LOCKHEED MARTIN CORP 9,516 13,377
    100 MCDONALDS CORP 9,397 23,389
    125 MICROSOFT CORP 9,078 31,210
    400 NEXTERA ENERGY 8,079 29,288
    325 PFIZER INC 8,664 12,587
    150 PROCTER & GAMBLE CO 9,291 20,228
    75 PNC FINANCIAL SERVICES GROUP 6,834 14,601
    100 UNITED PARCEL SERVICE 7,645 21,460
    250 V F CORPORATION 5,466 19,930
    200 WALMART STORES INC 13,456 28,406

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    JEAN AND JULIEN LEVY FOUNDATION FOR THE
     
    ARTS INC
    EIN:
    22-2647001
    US Government Securities - End of Year Book Value:

    236,659
    US Government Securities - End of Year Fair Market Value:

    244,005
    State & Local Government Securities - End of Year Book Value:


    30,000
    State & Local Government Securities - End of Year Fair Market Value:


    29,945


    TY 2020 InvestmentsOtherSchedule2
    Name:
    JEAN AND JULIEN LEVY FOUNDATION FOR THE
     
    ARTS INC
    EIN:
    22-2647001
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    6,849.830 ADVISORS SERIES TRUST PIA BBB BOND FUND AT COST 66,921 67,950
    2,780.135 ADVISORS SERIES TRUST PIA MBS BOND FUND AT COST 27,016 26,689
    968.963 OAKMARK INTL FUND AT COST 18,052 29,631
    914.946 WCM FOCUSED INTL GROWTH AT COST 14,202 24,548
    738.276 MFS INSTL INTL EQUITY FUND AT COST 14,143 24,762
    690.363 NUANCE AT COST 7,996 10,603
    241.079 PARNASSUS MID CAP INSTL CL AT COST 7,063 10,605
    1112.963 PEAR TREE- POLARIS FOREIGN VALUE INSTL CL AT COST 24,975 28,301
    274.454 PRINCIPAL MID CAP INSTL CL AT COST 4,237 10,975

    TY 2020 LandEtcSchedule2
    Name:
    JEAN AND JULIEN LEVY FOUNDATION FOR THE
     
    ARTS INC
    EIN:
    22-2647001
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    EQUIPMENT 548 548 0  
    LAPTOP 2,581 1,376 1,205 1,000


    TY 2020 OtherAssetsSchedule
    Name:
    JEAN AND JULIEN LEVY FOUNDATION FOR THE
     
    ARTS INC
    EIN:
    22-2647001
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    PRINTS, CORRESPONDENCE, ETC 2,500 2,500 1,600


    TY 2020 OtherExpensesSchedule
    Name:
    JEAN AND JULIEN LEVY FOUNDATION FOR THE
     
    ARTS INC
    EIN:
    22-2647001
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL TAXES 4,880 0   4,636
    OFFICE SUPPLIES & EXPENSE 624 0   593
    TRASH REMOVAL 560 0   0
    SECURITY SYSTEM MONITORING 566 0   537
    BANK CHARGES & MISCELLANEOUS 32 0   0
    RESEARCH MATERIALS 7,315 0   7,315
    INSURANCE 758 0   720
    POSTAGE 42 0   40
    REPAIRS & MAINTENANCE 3,629 0   3,266
    BOOK EXPENSES 13,000 0   13,000
    PENALTIES 39 0   0


    TY 2020 OtherIncomeSchedule2
    Name:
    JEAN AND JULIEN LEVY FOUNDATION FOR THE
     
    ARTS INC
    EIN:
    22-2647001
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    LEGAL SETTLEMENT 73 73 73


    TY 2020 OtherLiabilitiesSchedule
    Name:
    JEAN AND JULIEN LEVY FOUNDATION FOR THE
     
    ARTS INC
    EIN:
    22-2647001
    Description Beginning of Year - Book Value End of Year - Book Value
    PAYROLL TAXES 0 46


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    JEAN AND JULIEN LEVY FOUNDATION FOR THE
     
    ARTS INC
    EIN:
    22-2647001
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES - TSB 7,388 7,388   0
    INVESTMENT FEES - BAIRD 12,239 12,239   0


    TY 2020 SubstantialContributorsSch
    Name:
    JEAN AND JULIEN LEVY FOUNDATION FOR THE
     
    ARTS INC
    EIN:
    22-2647001
    Name Address
    ESTATE OF JEAN LEVY
          		C/O TORRINGTON SAVINGS BANK PO BOX
    478
    TORRINGTON,CT06790


    TY 2020 TaxesSchedule
    Name:
    JEAN AND JULIEN LEVY FOUNDATION FOR THE
     
    ARTS INC
    EIN:
    22-2647001
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX WITHHELD ON DIVIDENDS 41 41   0
    EXCISE TAXES 2,787 0   0