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
LOUIS F & MARY A TAGLIATELA
FAMILY FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)C/O S LOPES 1621 STATE STREET
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW HAVEN, CT06511
A Employer identification number

06-1482333
B Telephone number (see instructions)

(203) 624-4196
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$5,841,942J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 104,762 104,762  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 120,747
b Gross sales price for all assets on line 6a 704,218
7 Capital gain net income (from Part IV, line 2)... 120,747
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 35 35  
12 Total. Add lines 1 through 11........ 225,544 225,544  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
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 5,440      
c Other professional fees (attach schedule).... Click to see attachment 48,301 48,301    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 1,236 1,148    
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 50      
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 55,027 49,449   0
25 Contributions, gifts, grants paid....... 148,881 148,881
26 Total expenses and disbursements. Add lines 24 and 25 203,908 49,449   148,881
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 21,636
b Net investment income (if negative, enter -0-) 176,095
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............. 66,593 62,086 62,092
2 Savings and temporary cash investments......... 117,219 342,619 342,619
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet   50    
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)....... 2,594,275 Click to see attachment2,444,968 5,437,131
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)   Click to see attachment100 Click to see attachment100
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,778,137 2,849,773 5,841,942
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 attachment50,000
23 Total liabilities (add lines 17 through 22).........   50,000
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 2,778,137 2,799,773
29 Total net assets or fund balances (see instructions)..... 2,778,137 2,799,773
30 Total liabilities and net assets/fund balances (see instructions). 2,778,137 2,849,773
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
2,778,137
2
Enter amount from Part I, line 27a .....................
2
21,636
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
2,799,773
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,799,773
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 BIGLARI HOLDINGS INC P 2010-01-06 2020-07-01
b T-MOBILE US INC P 2004-03-01 2020-04-01
c CINCINNATI BELL INC P 2002-05-24 2020-03-02
d TOOTSIE ROLL IND INC P 2020-04-03 2020-04-03
e DEERE & CO P 2004-04-27 2020-10-21
TOOTSIE ROLL IND INC P 2008-05-20 2020-07-02
FIRSTENERGY CORP P 2002-10-21 2020-07-01
VIATRIS INC P 2009-10-16 2020-11-17
GARRETT MOTION INC P 2001-09-28 2020-07-01
WEATHERFORD INTL P 2019-12-17 2020-08-04
GRIFFON CORP P 2010-02-05 2020-10-21
WELLS FARGO CLEARING SERVICES LLC P 2020-01-01 2020-12-31
HONEYWELL INTERNATIONAL INC P 2001-09-28 2020-10-21
WELLS FARGO CLEARING SERVICES LLC P   2020-12-31
INTL FLAVOR & FRAGRANCES P 2007-01-30 2020-07-01
KINNEVIK AB P 2020-08-27 2020-09-03
KINNEVIK AB P   2020-10-22
LEGG MASON INC P 2009-06-08 2020-03-03
LIBERTY MEDIA CORP P 2001-04-11 2020-10-21
NAVISTAR INTL CORP P 2001-06-22 2020-10-21
ROLLS ROYCE HOLDINGS PC P 2006-01-18 2020-09-15
RYMAN HOSPITALITY P 2001-06-22 2020-07-01
(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 12,894   39,003 -26,109
b 3   13 -10
c 20,306   25,137 -4,831
d 29     29
e 47,467   7,130 40,337
10,019   4,934 5,085
11,803   2,693 9,110
15   7 8
700   394 306
7     7
13,862   6,995 6,867
254,877   215,653 39,224
69,458   10,046 59,412
94,625   162,953 -68,328
24,622   9,646 14,976
1,191     1,191
30,428   21,154 9,274
74,648   35,399 39,249
568   103 465
12,980   8,335 4,645
7,873   22,466 -14,593
15,721   11,410 4,311
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       -26,109
b       -10
c       -4,831
d       29
e       40,337
      5,085
      9,110
      8
      306
      7
      6,867
      39,224
      59,412
      -68,328
      14,976
      1,191
      9,274
      39,249
      465
      4,645
      -14,593
      4,311
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 2 120,747
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 40,451
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 2,448
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  
3 Add lines 1 and 2........................... 3 2,448
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 2,448
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 1,500
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c 2,643
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 4,143
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
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 1,695
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet1,695 RefundedBullet 11  
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$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
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 ofbulletSTEVE LOPES Telephone no.bullet (203) 624-4196

    Located atbullet1621 STATE STREETNEW HAVENCT ZIP+4bullet06511
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
     
    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
    PATRICIA TAGLIATELA SECRETARY/DI
    000.00     		0 0 0
    1621 STATE STREET
    NEW HAVEN,CT06511
    LOUIS F TAGLIATELA JR PRESIDENT
    000.00     		0 0 0
    2 SMOKE RISE ROAD
    WALLINGFORD,CT06492
    STEPHEN TAGLIATELA DIRECTOR
    000.00     		0 0 0
    1621 STATE STREET
    NEW HAVEN,CT06511
    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  
    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.............bullet  
    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 N/A  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    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
    4,957,860
    b
    Average of monthly cash balances.......................
    1b
    45,970
    c
    Fair market value of all other assets (see instructions)................
    1c
    100
    d
    Total (add lines 1a, b, and c).........................
    1d
    5,003,930
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    5,003,930
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    75,059
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    4,928,871
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    246,444
    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
    246,444
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    2,448
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,448
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    243,996
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    243,996
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    243,996
    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
    148,881
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    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
    148,881
    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
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    148,881
    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 7 243,996
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 140,382
    b Total for prior years:20, 20, 20  
    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........  
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 148,881
    a Applied to 2019, but not more than line 2a 140,382
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2020 distributable amount..... 8,499
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2020.    
    (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  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    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......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		235,497
    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) .......     		 
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		 
    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).)
    PATRICIA TAGLIATELA
    LOUIS F TAGLIATELA JR
    STEPHEN TAGLIATELA
    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
    ACLU
    211 CONGRESS STREET
    BOSTON,MA02110     		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 5,000
    ALBERTUS MAGNUS COLLEGE
    700 PROSPECT STREET
    NEW HAVEN,CT06511     		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 8,000
    ALS ASSOCIATION
    PO BOX 37022
    BOONE,IA50037     		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 100
    AMERICAN CANCER SOCIETY
    825 BROOK STREET
    1-91 TECH CENTER
    ROCKY HILL,CT06067     		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 200
    AMERICAN RED CROSS
    209 FARMINGTON AVENUE
    FARMINGTON,CT06032     		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 100
    AMERICARES
    88 HAMILTON AVENUE
    STAMFORD,CT06902     		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 10,000
    ANIMAL HAVEN
    89 MILL ROAD
    NORTH HAVEN,CT06473     		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 1,750
    BEARDSLEY ZOO
    1875 NOBLE AVENUE
    BRIDGEPORT,CT06610     		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 250
    BLACK & PINK
    PO BOX 301240
    JAMAICA PLAIN,MA02130     		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 2,000
    BREAKOUT
    4327 CENTRAL STREET
    NEW ORLEANS,LA70119     		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 1,000
    CETENARY COLLEGE
    400 JEFFERSON STREET
    HACKETTSTOWN,NJ07840     		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 9,000
    CHESHIRE ACADEMY
    10 MAIN STREET
    CHESHIRE,CT06410     		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 5,000
    CHILDRENS MIRACLE NETWORK
    205 WEST 700 SOUTH
    SALT LAKE CITY,UT84101     		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 350
    CHILDRENS CENTER
    1400 WHITNEY AVENUE
    HAMDEN,CT06517     		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 100
    CLIFFORD BEERS CLINIC
    93 EDWARDS STREET
    NEW HAVEN,CT06511     		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 1,200
    CONNECTICUT CANCER FOUNDATION
    15 NORTH MAIN STREET
    OLD SAYBROOK,CT06475     		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 250
    CONNECTICUT HOSPICE INC
    100 DOUBLE BEACH ROAD
    BRANFORD,CT06405     		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 6,000
    CONNECTICUT RIVER MUSEUM
    AT STEAMBOAT DOCK
    67 MAIN STREET
    ESSEX,CT06426     		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 500
    CONNECTICUT TROLLEY MUSEUM
    58 NORTH ROAD 9605
    EAST WINDSOR,CT06088     		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 250
    CT AUDUBON SOCIETY
    314 UNQUOWA ROAD
    FAIRFIELD,CT06824     		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 500
    CT RIVER CONSERVATION
    15 BANK ROW STREET
    GREENFIELD,MA01301     		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 500
    CYSTIC FIBROSIS FOUNDATION
    306 INDUSTRIAL PARK ROAD
    MIDDLETOWN,CT06457     		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 5,000
    DANTE ALIGHIERI SOCIETY OF MASSACHU
    SETTS
    41 HAMSHIRE STREET
    CAMBRIDGE,MA02139     		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 500
    EMMANUEL BAPTIST CHURCH
    PO BOX 364
    OLD SAYBROOK,CT06475     		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 500
    EUGENE ONEILL THEATER CENTER
    305 GREAT NECK ROAD
    WATERFORD,CT06385     		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 500
    FLORENCE GRISWOLD MUSEUM
    96 LYME STREET
    OLD LYME,CT06371     		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 500
    FRANCISCAN LIFE CENTER
    271 FINCH AVENUE
    MERIDEN,CT06451     		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 1,500
    FRIENDS OF BOULDER KNOLL
    PO BOX 1329
    CHESHIRE,CT06410     		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 500
    FRIENDS OF NORTH HAVEN LIBRARY
    17 ELM STREET
    NORTH HAVEN,CT06473     		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 500
    GOODSPEED OPERA HOUSE
    6 MAIN STREET
    HADDAM,CT06423     		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 500
    GUILFORD ART CENTER
    411 CHURCH STREET
    GUILFORD,CT06437     		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 250
    INTERNATIONAL FESTIVAL OF ARTS
    195 CHURCH STREET
    12TH FLOOR
    NEW HAVEN,CT06510     		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 500
    INTERNATIONAL FOP ASSOC
    1520 CLAY STREET
    SUITE H-2
    NORTH KANSAS CITY,MO64116     		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 100
    IVORYTON PLAYHOUSE FOUNDATION
    PO BOX 458
    IVORYTON,CT06442     		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 500
    KATHERINE HEPBURN CULTURAL ARTS
    300 MAIN STREET
    OLD SAYBROOK,CT06475     		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 5,500
    LATIN AMERICA CHILDCARE
    1211 SOUTH GLENSTONE
    SPRINGFIELD,MO65804     		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 5,000
    LEEWAY INC
    SYLVIA ALEXANDER-DIRECTOR
    40 ALBERT STREET
    NEW HAVEN,CT06511     		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 600
    LYMAN ALLYN ART MUSEUM
    625 WILLIAMS STREET
    NEW LONDON,CT06320     		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 500
    LYME ACADEMY COLLEGE OF FINE ARTS
    84 LYME STREET
    OLD LYME,CT06371     		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 5,000
    MASTERS MANNA
    PO BOX 4032
    WALLINGFORD,CT06492     		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 100
    MYSTIC SEAPORT MUSEUM INC
    57 GREENMANVILLE AVENUE
    MYSTIC,CT06355     		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 500
    NAMI OF CT
    1030 NEW BRITAIN AVENUE
    WEST HARTFORD,CT06110     		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 1,500
    NATIONAL COAST GUARD MUSEUM
    239 BANK STREET
    NEW LONDON,CT06320     		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 500
    NEW ENGLAND AIR MUSEUM
    36 PERIMETER ROAD
    WINDSOR LOCKS,CT06096     		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 250
    NEW HAVEN READS
    45 BRISTOL STREET
    NEW HAVEN,CT06511     		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 1,000
    NEW REACH
    269 PECK STREET
    NEW HAVEN,CT06513     		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 2,500
    NIANTIC CHILDRENS MUSEUM
    409 MAIN STREET
    NIANTIC,CT06357     		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 500
    OLD SAYBROOK HISTORICAL SOCIETY
    350 MAIN STREET
    OLD SAYBROOK,CT06475     		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 500
    OLD SAYBROOK PARK & RECREATION
    308 MAIN STREET
    OLD SAYBROOK,CT06475     		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 500
    PAN MASS CHALLENGE
    77 4TH AVENUE
    NEEDHAM,MA02494     		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 256
    PEABODY MUSEUM OF NATURAL HISTORY
    170 WHITNEY AVENUE
    NEW HAVEN,CT06511     		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 500
    PLANNED PARENTHOOD OF SOUTHERN NEW
    4697 MAIN STREET
    BRIDGEPORT,CT06606     		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 1,000
    RAILROAD MUSEUM OF NEW ENGLAND
    242 EAST MAIN STREET
    THOMASTON,CT06787     		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 250
    ST JOHN'S CHURCH
    42 MAYNARD ROAD
    OLD SAYBROOK,CT06475     		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 1,000
    SAVE THE CHILDREN FEDERATION
    501 KINGS HIGHWAY EAST
    SUITE 400
    FAIRFIELD,CT06825     		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 1,500
    SEX WORKER OUTREACH PROJECT
    340 SOUTH LEMON AVE 7566
    WALNUT,CA91789     		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 2,000
    THE WORKPLACE
    1000 LAFAYETTE BOULEVARD
    SUITE 501
    BRIDGEPORT,CT06604     		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 500
    TIMES UP MOVEMENT
    PO BOX 33633
    1800 M STREET NW
    WASHINGTON,DC20033     		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 1,000
    TRANSGENDER LEGAL DEFENSE
    & EDUCATION FUND
    520 8TH AVENUE
    SUITE 2204
    NEW YORK,NY10018     		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 500
    UNIVERSITY OF NEW HAVEN
    300 BOSTON POST ROAD
    WEST HAVEN,CT06516     		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 50,000
    WHERE THE LOVE IS
    422 WEST TODD STREET
    HAMDEN,CT06518     		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 1,000
    WNPR
    1049 ASYLUM AVENUE
    HARTFORD,CT06105     		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 750
    WOUNDED WARRIOR
    PO BOX 758516
    TOPEKA,KS66675     		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 275
    YANKEE INSTITUTE FOR PUBLIC POLICY
    216 MAIN STREET
    EAST HARTFORD,CT06106     		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 500
    Total .................................bullet 3a 148,881
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 104,762  
    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 35  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 120,747  
    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)..   225,544  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    225,544
    (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:
    LOUIS F & MARY A TAGLIATELA
     
    FAMILY FOUNDATION
    EIN:
    06-1482333
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 5,440      

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    LOUIS F & MARY A TAGLIATELA
     
    FAMILY FOUNDATION
    EIN:
    06-1482333
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ACUITY BRANDS INC 5,448 54,491
    ADVANSIX 209 1,119
    AMC NETWORKS INC. 8,498 30,404
    AMERICAN EXPRESS CO 33,937 169,274
    AMETEK INC 5,393 169,316
    AMPCO PITTSBURGH CORP 3,172 5,480
    ARCHER DANIELS MIDLAND 14,090 50,410
    ARMSTRONG FLOORING INC 35,107 22,920
    AT&T INC 68,539 102,788
    BANK OF AMERICA 24,159 30,310
    BANK OF NY 18,797 33,952
    BEASLEY BROADCAST GRP INC 9,137 2,980
    BIGLARI HOLDINGS INC 22,605 14,040
    CINCINNATI BELL    
    CNH INDUSTRIAL 25,927 38,520
    COCA COLA CO 44,325 109,680
    CRAFT BREW ALLIANCE    
    CRANE CO 33,200 116,490
    DANA HOLDING CORP 10,756 13,664
    DANONE SPONS ADR 31,601 39,467
    DEERE & CO 25,891 215,240
    DIAGEO PLC 43,329 158,810
    DIEBOLD INC 127,534 106,600
    DISCOVERY COMMS NEW SER A 3,798 15,045
    DISCOVERY COMMS NEW SER C 8,827 39,285
    DISH NETWORK CORPORATION 30,846 51,130
    DISNEY 552 906
    DRIL QUIP INC 36,524 29,620
    EDGEWELL PERS CARE CO 10,986 27,664
    ELI LILLY & COMPANY 18,410 84,420
    ENERGIZER HLDGS INC 12,099 42,180
    EVERGY INC 40,299 105,469
    EVERSOURCE ENERGY 18,330 86,510
    EXXON MOBIL CORP 37,480 32,976
    FERRO CORP 9,254 29,260
    FIRST ENERGY CORP 3,295 11,234
    FLOWSERVE CORP COM 15,351 77,385
    FORTUNE BRANDS HOME & SECURITY 6,151 42,860
    FOX CORP 3,569 9,697
    GARRETT MOTION INC    
    GATX CORP 67,196 166,360
    GCP APPLIED TECHNOLOGIES INC 107,873 94,600
    GENERAL MILLS INC 36,917 94,080
    GRACO INC 33,482 130,230
    GRIFFIN CORP 16,322 28,532
    GRUPO TELEVISA SA DE CV 13,097 20,600
    HERC HLDGS INC 63,172 106,256
    HERTZ RENT CAR HLDG CO INC    
    HONEYWELL INT'L INC 25,029 212,700
    INTERNAP NETWORK SERVICES CORP    
    INTERPUBLIC GROUP 19,724 23,520
    INTL FLAVORS & FRAGRANCES 31,872 87,072
    ITT CORP NEW COM 12,685 57,765
    J.P. MORGAN CHASE & CO 22,509 63,535
    JOHNSON & JOHNSON 24,556 78,690
    JOHNSON CONTROLS INTERNATIONAL 18,908 44,493
    KEYSIGHT TECHNOLOGIES INC 30,121 39,627
    KINNEVIK INVESTMENTS 23,163 40,456
    LEGG MASON INC    
    LENNAR B SHARES 42,058 61,200
    LIBERTY BRAVES GROUP A 17,076 19,896
    LIBERTY BRAVES GROUP C    
    LIBERTY BROADBAND CORP - SER A 223 5,515
    LIBERTY BROADBAND CORP - SER C 1,315 14,570
    LIBERTY GLOBAL INC COM SER A 2,496 9,640
    LIBERTY GLOBAL INC COM SER C 6,951 28,238
    LIBERTY LILAC CL A 510 757
    LIBERTY LILAC CL C 2,210 3,216
    LIBERTY MEDIA GROUP A 122 1,330
    LIBERTY MEDIA GROUP C 237 2,982
    LIBERTY SIRIUS GROUP C 1,976 14,054
    LIBERTY SIRIUSXM GROUP 497 6,090
    MADISON SQUARE GARDEN ENT 1,650 34,978
    MADISON SQUARE GARDEN SPORTS 4,102 61,305
    MATTHEWS INTL CORP 11,885 14,700
    MILLICOM INTL CELLULAR 20,854 27,146
    MODINE MFG CO 7,137 12,560
    MONDELEZ INTERNATIONAL 28,495 87,705
    MSG NETWORK INC 1,971 14,740
    MUELLER WATER PRODUCTS INC 23,345 24,760
    NATIONAL BEVERAGE CORP 14,050 25,470
    NATIONAL FUEL GAS CO 57,758 49,356
    NAVISTAR INTL CORP 27,774 48,356
    NEWS CORP CL A 1,762 4,493
    NEXTERA ENERGY PARTNERS LP 15,606 20,115
    NISOURCE INC 5,039 13,764
    OTTER TAIL CORPORATION 19,990 21,305
    PFIZER INC 28,522 62,577
    PNC FINANCIAL SERVICES GROUP 49,812 119,200
    RESIDEO TECHNOLOGIES INC 1,149 4,954
    ROGERS COMMUNICATIONS CL B 13,351 46,590
    ROLLS-ROYCE GROUP PLC    
    RYMAN HOSPITALITY PPTYS INC 17,805 121,968
    SPRINT CORP    
    STATE STREET 46,763 72,780
    STRATTEC SECURITY CORP 13,861 29,616
    SWEDISH MATCH CORP 55,696 77,630
    TELEPHONE & DATA SYSTEM INC 73,711 43,101
    TEXTRON INC 84,237 77,328
    TOOTSIE ROLL INDS INC 13,472 23,760
    TREDEGAR INDS INC 27,893 33,400
    T-MOBILE US INC 2,992 18,070
    UNITED STATES CELLULAR CORP 79,589 61,380
    VALMONT INDS INC 34,200 52,479
    VALVOLINE 15,757 16,198
    VIATRIS INC 1,493 3,935
    WASTE MGMT INC 37,390 117,930
    WATTS INDS INC CL A 17,100 121,700
    WEATHERFORD INTERNATIONAL LTD    
    WELLS FARGO & CO 46,888 45,270
    XYLEM 35,519 152,685
    ZIMMER BIOMET HLDG 36,628 46,227

    TY 2020 OtherAssetsSchedule
    Name:
    LOUIS F & MARY A TAGLIATELA
     
    FAMILY FOUNDATION
    EIN:
    06-1482333
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    SUSPENSE   100 100


    TY 2020 OtherExpensesSchedule
    Name:
    LOUIS F & MARY A TAGLIATELA
     
    FAMILY FOUNDATION
    EIN:
    06-1482333
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    ANNUAL REPORT 50      


    TY 2020 OtherIncomeSchedule2
    Name:
    LOUIS F & MARY A TAGLIATELA
     
    FAMILY FOUNDATION
    EIN:
    06-1482333
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    WELLS FARGO CLEARING SERVICE 35 35  


    TY 2020 OtherLiabilitiesSchedule
    Name:
    LOUIS F & MARY A TAGLIATELA
     
    FAMILY FOUNDATION
    EIN:
    06-1482333
    Description Beginning of Year - Book Value End of Year - Book Value
    LOANS PAYABLE - CHS   50,000


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    LOUIS F & MARY A TAGLIATELA
     
    FAMILY FOUNDATION
    EIN:
    06-1482333
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 48,301 48,301    


    TY 2020 TaxesSchedule
    Name:
    LOUIS F & MARY A TAGLIATELA
     
    FAMILY FOUNDATION
    EIN:
    06-1482333
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 1,148 1,148    
    INCOME TAXES - FEDERAL 88