Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
KURTZ FAMILY FOUNDATION TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 626
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
GEORGETOWN, CT068290626
A Employer identification number

90-0804736
B Telephone number (see instructions)

(203) 797-0056
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$8,779,890J 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) 424,950
2 Check bullet.............
3 Interest on savings and temporary cash investments 17 17  
4 Dividends and interest from securities... 58,230 58,230  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 264,716
b Gross sales price for all assets on line 6a 3,678,252
7 Capital gain net income (from Part IV, line 2)... 264,716
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 1,007 1,007  
12 Total. Add lines 1 through 11........ 748,920 323,970  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 57,000 10,074   46,926
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 3,870 3,870   0
c Other professional fees (attach schedule).... Click to see attachment 330 330   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 327 327   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 1,123 1,123   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 62,650 15,724   46,926
25 Contributions, gifts, grants paid....... 275,500 275,500
26 Total expenses and disbursements. Add lines 24 and 25 338,150 15,724   322,426
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 410,770
b Net investment income (if negative, enter -0-) 308,246
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............. 369,022 181,546 181,546
2 Savings and temporary cash investments.........      
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)      
b Investments—corporate stock (attach schedule)....... 4,277,276 Click to see attachment4,875,522 8,598,344
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,646,298 5,057,068 8,779,890
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 4,646,298 5,057,068
29 Total net assets or fund balances (see instructions)..... 4,646,298 5,057,068
30 Total liabilities and net assets/fund balances (see instructions). 4,646,298 5,057,068
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
4,646,298
2
Enter amount from Part I, line 27a .....................
2
410,770
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
5,057,068
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
5,057,068
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 MERRILL LYNCH ACCT#311-12449 P    
b MERRILL LYNCH ACCT#311-12449 P    
c
d
e
(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 2,588,508   2,846,155 -257,647
b 1,089,744   567,381 522,363
c
d
e
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       -257,647
b       522,363
c
d
e
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 2 264,716
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 4,285
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 4,285
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 4,285
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 2,462
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 7,500
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 9,962
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 5,677
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet5,677 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 ofbulletROBERT T KURTZ Telephone no.bullet (203) 797-0056

    Located atbulletPO BOX 626GEORGETOWNCT ZIP+4bullet068290626
    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
    ROBERT KURTZ TRUSTEE
    1.00     		38,000 0 0
    P O BOX 626
    GEORGETOWN,CT068290626
    THOMAS KURTZ TRUSTEE
    0.20     		19,000 0 0
    P O BOX 574
    SPOFFORD,NH03462
    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
    6,869,311
    b
    Average of monthly cash balances.......................
    1b
    341,801
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    7,211,112
    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
    7,211,112
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    108,167
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    7,102,945
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    355,147
    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
    355,147
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    4,285
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    4,285
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    350,862
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    350,862
    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
    350,862
    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
    322,426
    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
    322,426
    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
    322,426
    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 7 350,862
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 191,166
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 322,426
    a Applied to 2019, but not more than line 2a 191,166
    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..... 131,260
    e Remaining amount distributed out of corpus 0
    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 0
    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 ..........     		219,602
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    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).)
    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
    ACUMEN FUND INC
    40 WORTH ST
    NEW YORK,NY10013     		NONE 501(C)3 GENERAL SUPPORT 1,000
    ALZHEIMER'S ASSOCIATION
    P O BOX 96011
    WASHINGTON,DC20090     		NONE 501(C)3 GENERAL SUPPORT 2,000
    AMELIA ISLAND CONCOURS D'ELEGANCE FOUNDATION INC
    3016 MERCURY ROAD SOUTH
    JACKSONVILLE,FL32207     		NONE 501(C)3 GENERAL SUPPORT 2,000
    AMERICAN HEART ASSOCIATION
    300 5TH AVE STE6
    WALTHAM,MA02451     		NONE 501(C)3 GENERAL SUPPORT 3,000
    AMERICARES
    88 HAMILTON AVENUE
    STAMFORD,CT06902     		NONE 501(C)3 GENERAL SUPPORT 10,000
    ARTHRITIS NATIONAL RESEARCH FOUNDATION
    19200 VON KARMEN AVE STE 350
    IRVINE,CA92612     		NONE 501(C)3 GENERAL SUPPORT 5,000
    MACULAR DEGENERATION RESEARCH - BRIGHT FOCUS FOUNDATION
    22512 GATEWAY CENTER DR
    CLARKSBURG,MD20871     		NONE 501(C)3 GENERAL SUPPORT 1,000
    BUILD ON
    PO BOX 16741
    STAMFORD,CT06905     		NONE 501(C)3 GENERAL SUPPORT 5,000
    CHESHIRE HEALTH FOUNDATION
    580 COURT ST
    KEENE,NH034311718     		NONE 501(C)3 GENERAL SUPPORT 4,000
    CHESTERFIELD FIRE & RESCUE ASSOCIATION
    P O BOX 95
    CHESTERFIELD,NH034430059     		NONE 501(C)3 GENERAL SUPPORT 1,000
    CHRIST CHURCH PARISH
    PO BOX 54
    REDDING,CT06876     		NONE 501(C)3 GENERAL SUPPORT 4,000
    CLIMATE SCIENCE LEGAL DEFENSE FUND
    475 RIVERSIDE DR STE 244
    NEW YORK,NY10115     		NONE 501(C)3 GENERAL SUPPORT 10,000
    CLOSER TO FREE
    PO BOX 1849
    NEW HAVEN,CT065089979     		NONE 501(C)3 GENERAL SUPPORT 5,000
    BRIDGE HOUSE INC
    880 FAIRFIELD AVE
    BRIDGEPORT,CT06605     		NONE 501(C)3 GENERAL SUPPORT 1,000
    CONNECTICUT FOOD BANK
    2 RESEARCH PARKWAY
    WALLINGFORD,CT064921929     		NONE 501(C)3 GENERAL SUPPORT 5,000
    CONNECTICUT HUMANE SOCIETY
    701 RUSSELL RD
    NEWINGTON,CT061111593     		NONE 501(C)3 GENERAL SUPPORT 2,000
    DARTMOUTH HITCHCOCK HOSPITAL
    ONE MEDICAL CENTER DRIVE HB 7070
    LEBANON,NH037560001     		NONE 501(C)3 GENERAL SUPPORT 5,000
    DOCTORS WITHOUT BORDERS USA INC
    40 RECTOR ST 16TH FL
    NEW YORK,NY100061705     		NONE 501(C)3 GENERAL SUPPORT 10,000
    DZI FOUNDATION
    PO BOX 632
    RIDGWAY,CO81432     		NONE 501(C)3 GENERAL SUPPORT 2,000
    EASTER SEALS
    PO BOX 320186
    FAIRFIELD,CT068250186     		NONE 501(C)3 GENERAL SUPPORT 1,000
    FINCA INTERNATIONAL INC
    PO BOX 98048
    WASHINGTON,DC200908048     		NONE 501(C)3 GENERAL SUPPORT 1,000
    FREDERICK SIMEONE MD FDN
    6825 NORWITCH DRIVE
    PHILADELPHIA,PA19153     		NONE 501(C)3 GENERAL SUPPORT 1,000
    FRIENDS OF LACHAT
    31 FANTON HILL RD
    WESTON,CT068832407     		NONE 501(C)3 GENERAL SUPPORT 500
    GIRLS INC OF GREATER LOWELL
    220 WORTHEN STREET
    LOWELL,MA01852     		NONE 501(C)3 GENERAL SUPPORT 2,000
    GLOBAL LYME ALLIANCE
    1290 EAST MAIN ST
    STAMFORD,CT06902     		NONE 501(C)3 GENERAL SUPPORT 15,000
    HABITAT FOR HUMANITY OF COASTAL FAIRFIELD COUNTY - WOMEN BUILD
    1542 BARNUM AVE
    BRIDGEPORT,CT06610     		NONE 501(C)3 GENERAL SUPPORT 2,000
    HAITIAN EDUCATION INITIATIVE
    857 POST ROAD
    FAIRFIELD,CT06824     		NONE 501(C)3 GENERAL SUPPORT 5,000
    HISTORICAL SOCIETY OF CHESHIRE CTY
    PO BOX 803
    KEENE,NH03431     		NONE 501(C)3 GENERAL SUPPORT 500
    HUMAN RIGHTS WATCH
    350 5TH AVENUE 34TH FLR
    NEW YORK,NY10118     		NONE 501(C)3 GENERAL SUPPORT 1,000
    HUNDRED NIGHTS INC
    PO BOX 833
    KEENE,NH034310833     		NONE 501(C)3 GENERAL SUPPORT 1,000
    INTERNATIONAL RESCUE COMMITTEE INC
    122 EAST 42ND STREET
    NEW YORK,NY10168     		NONE 501(C)3 GENERAL SUPPORT 1,000
    JERUSALEM PEACE BUILDERS
    3300 CHIMMNEY ROCK STE 301
    HOUSTON,TX77056     		NONE 501(C)3 GENERAL SUPPORT 3,000
    JUVENILE DIABETES RESEARCH FOUNDATION
    200 CONNECTICUT AVE STE 4E
    NORWALK,CT06854     		NONE 501(C)3 GENERAL SUPPORT 5,000
    KIVA MICROFUNDS
    986 MISSION ST 4TH FL
    SAN FRANSISCO,CA94103     		NONE 501(C)3 GENERAL SUPPORT 1,000
    KUTZTOWN UNIVERSITY FOUNDATION
    PO BOX 151
    KUTZTOWN,PA19530     		NONE 501(C)3 GENERAL SUPPORT 1,000
    LAKE FOREST COLLEGE
    555 N SHERIDAN ROAD
    LAKE FOREST,IL600459919     		NONE 501(C)3 GENERAL SUPPORT 4,000
    LEHIGH UNIVERSITY
    27 MEMORIAL DRIVE WEST
    BETHLEHEM,PA180153086     		NONE 501(C)3 GENERAL SUPPORT 1,000
    MEMORIAL SLOAN KETTERING CANCER CENTER
    1275 YORK AVE
    NEW YORK,NY10065     		NONE 501(C)3 GENERAL SUPPORT 10,000
    MEN'S ARTS COUNCIL OF PHOENIX ART MUSEUM
    1625 N CENTRAL AVE
    PHOENIX,AZ85004     		NONE 501(C)3 GENERAL SUPPORT 2,000
    MISSION(CONNECTICUT CHALLENGE)
    250 PEQUOT AVE
    SOUTHPORT,CT06890     		NONE 501(C)3 GENERAL SUPPORT 4,000
    MONADNOCK CENTER FOR VIOLENCE PREVENTION INC
    12 COURT ST 103
    KEENE,NH03431     		NONE 501(C)3 GENERAL SUPPORT 5,000
    MONADNOCK UNITED WAY
    23 CENTER ST
    KEENE,NH03431     		NONE 501(C)3 GENERAL SUPPORT 5,000
    MULTIPLE MYELOMA RESEARCH FOUNDATION
    383 MAIN AVE 5TH FOOR
    NORWALK,CT06851     		NONE 501(C)3 GENERAL SUPPORT 25,000
    NANTUCKET ATHENEUM
    1 INDIA ST
    NANTUCKET,MA02554     		NONE 501(C)3 GENERAL SUPPORT 500
    NATIONAL OUTDOOR LEADERSHIP SCHOOL
    284 LINCOLN ST
    LANDER,WY82520     		NONE 501(C)3 GENERAL SUPPORT 1,000
    NATIONAL TRUST FOR HISTORIC PRESERVATION
    2600 VIRGINIA AVE NW 1100
    WASHINGTON,DC20037     		NONE 501(C)3 GENERAL SUPPORT 500
    NEAR AND FAR ASSOCIATION INC
    PO BOX 717
    SOUTHPORT,CT06890     		NONE 501(C)3 GENERAL SUPPORT 1,000
    PEBBLE BEACH COMPANY FOUNDATION
    PO BOX 222860
    CARMEL,CA93922     		NONE 501(C)3 GENERAL SUPPORT 2,000
    PLANNED PARENTHOOD FEDERATION OF NEW ENGLAND
    345 WHITNEY AVE
    NEW HAVEN,CT06511     		NONE 501(C)3 GENERAL SUPPORT 1,000
    SANDY HOOK PROMISE
    PO BOX 3489
    NEWTOWN,CT06470     		NONE 501(C)3 GENERAL SUPPORT 2,000
    SAVE THE CHILDREN
    501 KINGS HIGHWAY EAST
    FAIRFIELD,CT06825     		NONE 501(C)3 GENERAL SUPPORT 4,000
    SMILE TRAIN
    PO BOX 96231
    WASHINGTON,DC200906231     		NONE 501(C)3 GENERAL SUPPORT 500
    ST MARKS EPISCOPAL CHURCH
    400 11TH ST
    HOOD RIVER,OR97031     		NONE 501(C)3 GENERAL SUPPORT 5,000
    ST BALDRICK'S FOUNDATION
    1333 SOUTH MAYFLOWER AVE SUITE 400
    MONROVIA,CA91016     		NONE 501(C)3 GENERAL SUPPORT 1,000
    SUSAN G KOMEN BREAST CANCER FOUNDATION
    PO BOX 127
    NEWTON,MA02468     		NONE 501(C)3 GENERAL SUPPORT 1,000
    THE CENTER FOR FAMILY JUSTICE
    753 FAIRFIELD AVE
    BRIDGEPORT,CT06604     		NONE 501(C)3 GENERAL SUPPORT 15,000
    THE COMMUNITY KITCHEN INC
    PO BOX 1315
    KEENE,NH034311315     		NONE 501(C)3 GENERAL SUPPORT 5,000
    THE FUND FOR YALE NEW HAVEN HOSPITAL
    PO BOX 1849
    NEW HAVEN,CT065089979     		NONE 501(C)3 GENERAL SUPPORT 1,000
    THE MEGAN HOUSE FOUNDATION
    100 MERRIMACK ST STE 301D
    LOWELL,MA01852     		NONE 501(C)3 GENERAL SUPPORT 1,000
    THE METROPOLITAN OPERA NATL COUNCIL
    30 LINCOLN CENTER
    NEW YORK,NY10023     		NONE 501(C)3 GENERAL SUPPORT 1,000
    THE NCH FUND
    57 PROSPECT ST
    NANTUCKET,MA02554     		NONE 501(C)3 GENERAL SUPPORT 2,000
    THE SUZANNE WRIGHT FOUNDATION
    610 FIFTH AVE SUITE 605
    NEW YORK,NY10020     		NONE 501(C)3 GENERAL SUPPORT 4,000
    TRINITY SCHOOL FOR MINISTRY
    311 ELEVENTH ST
    AMBRIDGE,PA15003     		NONE 501(C)3 GENERAL SUPPORT 3,000
    TRINITY EPISCOPAL CHURCH
    PO BOX 400
    SOUTHPORT,CT06890     		NONE 501(C)3 GENERAL SUPPORT 20,000
    UNIVERSITY OF MASSASSUCHETTS - LOWELL PLASTICS ENDOWED SCHOLARSHIP
    OFFICE OF UNIVERSITY ADVANCEMENT 45
    LAWRENCE DR
    LOWELL,MA01854     		NONE 501(C)3 GENERAL SUPPORT 2,000
    WESTON HISTORICAL SOCIETY INC
    PO BOX 1092
    WESTON,CT06883     		NONE 501(C)3 GENERAL SUPPORT 500
    WESTON VOLUNTEER EMS
    52 NORFIELD RD
    WESTON,CT06883     		NONE 501(C)3 GENERAL SUPPORT 1,000
    WESTON VOLUNTEER FIRE DEPT
    PO BOX 1163
    WESTON,CT068839812     		NONE 501(C)3 GENERAL SUPPORT 1,000
    WESTON WARM-UP FUND
    PO BOX 1254
    WESTON,CT06883     		NONE 501(C)3 GENERAL SUPPORT 2,000
    WORLD RESOURCE INSTITUTE
    10 G ST NE STE800
    WASHINGTON,DC20002     		NONE 501(C)3 GENERAL SUPPORT 1,000
    WSHU PUBLIC RADIO
    SACRED HEART UNIV 5151 PARK AVE
    FAIRFIELD,CT06825     		NONE 501(C)3 GENERAL SUPPORT 1,000
    YEAR UP INC
    45 MILK ST 9TH FLOOR
    BOSTON,MA02109     		NONE 501(C)3 GENERAL SUPPORT 2,000
    WEST KLICKITAT COUNTY HISTORICAL SOCIETY
    PO BOX 394
    BINGEN,WA98605     		NONE 501(C)3 GENERAL SUPPORT 2,000
    WORLD WILDLIFE FUND INC
    PO BOX 96555
    WASHINGTON,DC200777760     		NONE 501(C)3 GENERAL SUPPORT 1,000
    ENVIRONMENT DEFENSE FUND
    PO BOX 98051
    WASHINGTON,DC200777760     		NONE 501(C)3 GENERAL SUPPORT 500
    WORLD CENTRAL KITCHEN INC
    655 NEW YORK NW 6TH FLOOR
    WASHINGTON,DC20001     		NONE 501(C)3 GENERAL SUPPORT 10,000
    RIGHT TO PLAY
    26 BROADWAY 365
    NEW YORK,NY10004     		NONE 501(C)3 GENERAL SUPPORT 1,000
    BRIDEGPORT RESCUE MISSION
    PO BOX 9057
    BRIDGEPORT,CT066019057     		NONE 501(C)3 GENERAL SUPPORT 1,000
    THE LEUKEMIA & LYMPHOMA SOCIETY
    PO BOX 98016
    WASHINGTON,DC200908016     		NONE 501(C)3 GENERAL SUPPORT 1,000
    ST JUDE CHILDREN RESEARCH HOSPITAL
    PO BOX 50
    MEMPHIS,TN381019929     		NONE 501(C)3 GENERAL SUPPORT 1,000
    AMERICAN KIDNEY FUND
    11921 ROCKVILLE PIKE SUITE 300
    ROCKVILLE,MD20852     		NONE 501(C)3 GENERAL SUPPORT 1,000
    Total .................................bullet 3a 275,500
    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 17  
    4 Dividends and interest from securities....     14 58,230  
    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 1,007  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 264,716  
    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).. 0 323,970 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    323,970
    (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
    KURTZ FAMILY FOUNDATION TRUST
     
    Employer identification number

    90-0804736
    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
    KURTZ FAMILY FOUNDATION TRUST
          		Employer identification number
    90-0804736
    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
    OJ KURTZ CHARITABLE LEAD ANNUITY TRUST UA 71208
     
    PO BOX 626
     
    GEORGETOWN, CT068290626

    		$ 424,950


    (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
    KURTZ FAMILY FOUNDATION TRUST
          		Employer identification number

    90-0804736
    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
     
    		$    
    (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
    KURTZ FAMILY FOUNDATION TRUST
          		Employer identification number

    90-0804736
    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:
    KURTZ FAMILY FOUNDATION TRUST
    EIN:
    90-0804736
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 3,870 3,870   0

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    KURTZ FAMILY FOUNDATION TRUST
    EIN:
    90-0804736
    Name of Stock End of Year Book Value End of Year Fair Market Value
    EQUITIES 4,875,522 8,598,344

    TY 2020 OtherExpensesSchedule
    Name:
    KURTZ FAMILY FOUNDATION TRUST
    EIN:
    90-0804736
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    POSTAGE 130 130   0
    SOFTWARE 882 882   0
    SUPPLIES 111 111   0


    TY 2020 OtherIncomeSchedule2
    Name:
    KURTZ FAMILY FOUNDATION TRUST
    EIN:
    90-0804736
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    MISCELLANEOUS REFUND 7 7 7
    CONTRIBUTION CHECK RETURNED 1,000 1,000 1,000


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    KURTZ FAMILY FOUNDATION TRUST
    EIN:
    90-0804736
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INSURANCE 330 330   0


    TY 2020 TaxesSchedule
    Name:
    KURTZ FAMILY FOUNDATION TRUST
    EIN:
    90-0804736
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX WITHHELD 327 327   0