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
ANDREW J & ANITA G FRANKEL FAMILY
FOUNDATION INC %WIKSTROM & BANGSPC
Number and street (or P.O. box number if mail is not delivered to street address)30 BUXTON FARMS ROAD NO 325
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
STAMFORD, CT06905
A Employer identification number

13-6167961
B Telephone number (see instructions)

(203) 329-9093
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$1,753,329J 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 15 15  
4 Dividends and interest from securities... 36,601 34,080  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 39,121
b Gross sales price for all assets on line 6a 647,429
7 Capital gain net income (from Part IV, line 2)... 39,121
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 75,737 73,216  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 38 38   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 13,988 13,694   294
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 14,026 13,732   294
25 Contributions, gifts, grants paid....... 139,663 139,663
26 Total expenses and disbursements. Add lines 24 and 25 153,689 13,732   139,957
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -77,952
b Net investment income (if negative, enter -0-) 59,484
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 57,984 27,138 27,138
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet   110    
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) 432,024 Click to see attachment426,434 436,571
b Investments—corporate stock (attach schedule)....... 832,383 Click to see attachment808,516 1,169,676
c Investments—corporate bonds (attach schedule)....... 128,997 Click to see attachment111,458 119,944
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) 1,451,498 1,373,546 1,753,329
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 1,451,498 1,373,546
29 Total net assets or fund balances (see instructions)..... 1,451,498 1,373,546
30 Total liabilities and net assets/fund balances (see instructions). 1,451,498 1,373,546
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,451,498
2
Enter amount from Part I, line 27a .....................
2
-77,952
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
1,373,546
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,373,546
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 33 SHS APPLE INC P 2020-02-28 2020-09-04
b $10,000 BANK OF AMERICA 3.499% P 2019-10-11 2020-01-27
c 2 SHS BECTON DICKINSON & CO P 2020-03-17 2020-07-06
d 4 SHS CVS HEALTH CORP P 2020-09-24 2020-11-30
e 8 SHS UNILEVER NV NY SHS P 2020-03-17 2020-11-20
$23,000 US TSY NOTE .250% P 2020-10-26 2020-11-17
$7000 US TSY NOTE .375% P 2020-11-25 2020-12-08
$8000 US TSY NOTE .625% P 2020-09-09 2020-11-09
$34,000 US TSY NOTE .625% P 2020-06-24 2020-12-11
$10,000 US TSY NOTE 1.125% P 2020-03-16 2020-04-02
$15,000 US TSY NOTE 1.500% P 2019-12-23 2020-01-27
$11,000 US TSY NOTE 1.500% P 2020-02-28 2020-05-05
$15,000 US TSY NOTE 1.625% P 2019-11-12 2020-01-27
$17,000 US TSY NOTE 1.75% P 2020-02-12 2020-10-05
$18,000 US TSY NOTE 2.375% P 2019-07-18 2020-04-02
$29,000 US TSY NOTE 2.5% P 2019-03-21 2020-01-27
$25,000 US TSY NOTE 2.625% P 2019-03-21 2020-01-27
FNMA ARM BO9005 3% P 2020-01-27 2020-12-25
FNMA ARM BO9006 3.5% P 2020-01-27 2020-12-25
GNR 2019 47 AD 2.750% P 2019-05-21 2020-05-16
GNR 2020-118 AB 2.250% P 2020-11-17 2020-12-16
SBAP 2010-20K 3.250% P 2019-10-16 2020-05-01
37 SHS AIR PROD & CHEM INC P 2018-06-07 2020-07-08
26 SHS AMERICAN TOWER REIT P 2018-06-07 2020-01-27
39 SHS AUTOMATIC DATA PROCESSING P 2018-06-07 2020-11-20
773 SHS CISCO SYS INC P 2018-06-07 2020-08-27
174 SHS COMCAST CORP NEW P 2018-06-07 2020-11-20
109 SHS CVS HEALTH CORP P 2019-11-29 2020-11-30
90 SHS DUPONT DE NEMOURS INC P 2018-06-07 2020-03-12
55 SHS HONEYWELL INTERNATIONAL INC P 2018-06-07 2020-11-20
351 SHS METLIFE INC P 2020-03-17 2020-03-24
80 SHS MICROSOFT CIRP P 2018-06-07 2020-01-27
$20,000 NEW YORK ST MT BE 3.503% P 2018-09-11 2020-02-12
89 SHS NEXTERA ENERGY INC P 2018-06-07 2020-11-20
126 SHS ORACLE CORP P 2018-06-07 2020-02-13
79 SHS PAYPAL HLDGS INC P 2018-06-07 2020-07-08
55 SHS PEPSICO INC P 2018-06-07 2020-01-27
65 SHS PPG INDUSTRIES INC P 2018-06-07 2020-09-04
84 SHS TARGET CORPORATION P 2018-06-07 2020-11-20
170 SHS US BANCORP COM P 2018-06-07 2020-07-08
132 SHS UNILEVER NV NY P 2019-06-07 2020-11-20
106 SHS UNITED PARCEL SER INC CL B P 2018-06-07 2020-09-04
$5000 US TSY NOTE 2.875% P 2018-06-18 2020-01-27
.914 SHS VIATRIS INC P 2018-06-07 2020-11-17
173 SHS WALT DISNEY CO HLDG P 2018-06-07 2020-05-13
8 SHS WASTE MGMT INC P 2018-06-28 2020-01-27
DELAWARE ST HS BE 3.48% P 2018-06-29 2020-12-01
FNMA POOL BK 4815 4% P 2018-08-27 2020-12-25
FNMA POOL BN0321 4% P 2018-12-07 2020-03-25
FNMA POOL BN0323 4.5% P 2018-12-07 2020-03-25
FNMA ARM BN4308 4.5% P 2018-12-17 2020-12-25
GNR 2018-114 A 3.2% P 2018-08-16 2020-12-16
GNR 2018-85 AG 3.1% P 2018-06-15 2020-12-16
GNR 2018-96 AC 3.0% P 2018-07-16 2020-12-16
GNR 2018-98 A 3.0% P 2018-07-18 2020-12-16
GNR 2019 47 AD 2.750% P 2019-05-21 2020-12-16
SBAP 2010-20K 3.250% P 2019-10-16 2020-11-01
TESLA 2018 B A 3.71% P 2018-12-14 2020-11-18
72 SHS WASTE MGMT INC P 2011-12-30 2020-01-27
GENERAL MOTORS LIQUIDATION WTS P 2010-01-01 2020-10-19
MOTORS LIQ 7.2% P 2010-01-01 2020-12-09
(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 3,915   2,224 1,691
b 10,213   10,183 30
c 500   489 11
d 271   228 43
e 471   384 87
22,863   22,901 -38
6,996   6,996 0
7,797   7,945 -148
33,411   33,855 -444
10,172   10,146 26
15,004   14,823 181
11,609   11,576 33
15,098   14,780 318
17,900   17,191 709
20,585   18,459 2,126
30,699   29,130 1,569
27,091   25,200 1,891
11,907   12,281 -374
11,651   12,205 -554
5,044   5,044 0
24   26 -2
1,016   1,069 -53
9,904   6,189 3,715
6,186   3,595 2,591
6,705   5,227 1,478
31,052   33,002 -1,950
8,606   5,604 3,002
7,649   8,566 -917
3,047   8,852 -5,805
10,732   8,012 2,720
9,389   15,603 -6,214
13,011   8,052 4,959
20,467   20,105 362
6,770   3,478 3,292
6,971   6,002 969
14,298   6,539 7,759
7,844   5,579 2,265
7,970   6,715 1,255
12,150   6,633 5,517
5,984   8,858 -2,874
7,771   8,109 -338
14,921   12,282 2,639
5,510   4,979 531
16   14 2
17,730   17,723 7
967   644 323
3,035   3,050 -15
11,329   11,616 -287
32,843   32,075 768
23,374   23,090 284
9,902   10,487 -585
10,947   10,947 0
7,131   7,131 0
3,533   3,533 0
4,836   4,836 0
8,988   8,988 0
965   1,013 -48
21,758   21,645 113
8,703   2,400 6,303
33     33
165     165
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       1,691
b       30
c       11
d       43
e       87
      -38
      0
      -148
      -444
      26
      181
      33
      318
      709
      2,126
      1,569
      1,891
      -374
      -554
      0
      -2
      -53
      3,715
      2,591
      1,478
      -1,950
      3,002
      -917
      -5,805
      2,720
      -6,214
      4,959
      362
      3,292
      969
      7,759
      2,265
      1,255
      5,517
      -2,874
      -338
      2,639
      531
      2
      7
      323
      -15
      -287
      768
      284
      -585
      0
      0
      0
      0
      0
      -48
      113
      6,303
      33
      165
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 39,121
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................................ 1 827
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........................... 3 827
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- ..... 5 827
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 5,206
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 5,206
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 4,379
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet4,379 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNY
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletWIKSTROM AND BANGS PC Telephone no.bullet (203) 329-9093

    Located atbullet30 BUXTON FARMS ROAD SUITE 325STAMFORDCT ZIP+4bullet06905
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    DONNA R FRANKEL PRESIDENT & DIRECTOR
    1.00     		0 0 0
    WIKSTROM30 BUXTON FARMS RD
    STAMFORD,CT06905
    DAVID E FRANKEL VICE PRESIDENT & DIRECTOR
    0.50     		0 0 0
    WIKSTROM30 BUXTON FARMS RD
    STAMFORD,CT06905
    ELIZABETH CAFFREY FRANKEL SECRETARY & DIRECTOR
    0.50     		0 0 0
    WIKSTROM30 BUXTON FARMS RD
    STAMFORD,CT06905
    HANNAH TOALE TREASURER & DIRECTOR
    0.50     		0 0 0
    WIKSTROM30 BUXTON FARMS RD
    STAMFORD,CT06905
    ELIZABETH A FRANKEL DIRECTOR
    0.50     		0 0 0
    WIKSTROM30 BUXTON FARMS RD
    STAMFORD,CT06905
    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 NONE 0
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 NONE 0
    2  
    All other program-related investments. See instructions.
    3 Click to see attachment 0
    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
    1,583,263
    b
    Average of monthly cash balances.......................
    1b
    88,250
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,671,513
    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
    1,671,513
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    25,073
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,646,440
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    82,322
    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
    82,322
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    827
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    827
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    81,495
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    81,495
    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
    81,495
    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
    139,957
    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
    139,957
    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
    139,957
    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 81,495
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018...... 19,135
    e From 2019...... 17,062
    fTotal of lines 3a through e........ 36,197
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 139,957
    a Applied to 2019, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 81,495
    e Remaining amount distributed out of corpus 58,462
    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 94,659
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		94,659
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018.... 19,135
    d Excess from 2019.... 17,062
    e Excess from 2020.... 58,462
    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
    AMERICAN CIVIL LIBERTIES UNION
    15 BROAD STREET
    NEW YORK,NY10004     		NONE PUBLIC CHARITY 501(C)(3) ACTIVITIES 3,000
    AMNESTYUSA
    311 43RD STREET
    NEW YORK,NY10036     		NONE PUBLIC CHARITY 501(C)(3) ACTIVITIES 1,000
    AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS
    1275 KING STREET NW
    WASHINGTON,DC20005     		NONE PUBLIC CHARITY 501(C)(3) ACTIVITIES 5,000
    BARD GRAD CENTER
    18 W 86TH STREET
    NEW YORK,NY10024     		NONE PUBLIC CHARITY 501(C)(3) ACTIVITIES 1,000
    BEHIND THE SCENES FOUNDATION
    630 NINTH AVE
    NEW YORK,NY10036     		NONE PUBLIC CHARITY 501(C)(3) ACTIVITIES 5,000
    COLGATE UNIVERSITY
    13 OAK DRIVE
    HAMILTON,NY13346     		NONE PUBLIC CHARITY 501(C)(3) ACTIVITIES 1,000
    DOCTORS WITHOUT BORDERS
    PO BOX 500
    HAGERSTOWN,MD21741     		NONE PUBLIC CHARITY 501(C)(3) ACTIVITIES 5,500
    EARTHWORKS
    1612 K ST NW
    WASHINGTON,DC20006     		NONE PUBLIC CHARITY 501(C)(3) ACTIVITIES 3,000
    EMERSON COLLEGE
    10 BOYLSTON STREET
    BOSTON,MA02116     		NONE PUBLIC CHARITY 501(C)(3) ACTIVITIES 1,000
    FLORENCE GRISWOLD MUSEUM
    6 LYME STREET
    OLD LYME,CT06371     		NONE PUBLIC CHARITY 501(C)(3) ACTIVITIES 1,000
    FOOD AND WATER WATCH
    1616 P ST NW
    WASHINGTON,DC20036     		NONE PUBLIC CHARITY 501(C)(3) ACTIVITIES 10,000
    FRONT RANGE EQUINE RESCUE
    PO BOX 458
    OCALA,FL34478     		NONE PUBLIC CHARITY 501(C)(3) ACTIVITIES 5,000
    GLOBAL FOUNDATION FOR EATING DISORDERS
    200 PEMBERWICK RD
    GREENWICH,CT06831     		NONE PUBLIC CHARITY 501(C)(3) ACTIVITIES 2,500
    GOODSPEED MUSICAL
    6 MAIN STREET
    E HADDAM,CT06423     		NONE PUBLIC CHARITY 501(C)(3) ACTIVITIES 7,500
    HIGH HOPES
    36 TOWN WOODS RD
    OLD LYME,CT06371     		NONE PUBLIC CHARITY 501(C)(3) ACTIVITIES 5,000
    HILL STEAD MUSEUM
    35 MOUNTAIN ROAD
    FARMINGTON,CT06032     		NONE PUBLIC CHARITY 501(C)(3) ACTIVITIES 500
    HOLY APOSTLES SOUP KITCHEN
    296 9TH AVE
    NEW YORK,NY10001     		NONE PUBLIC CHARITY 501(C)(3) ACTIVITIES 2,500
    LYME LAND CONSERVATION TRUST
    PO BOX 1002
    LYME,CT06731     		NONE PUBLIC CHARITY 501(C)(3) ACTIVITIES 1,000
    LYME YOUTH SERVICE BUREU
    PO BOX 589
    OLD LYME,CT06371     		NONE PUBLIC CHARITY 501(C)(3) ACTIVITIES 4,000
    MULTIPLIERORG
    40 W 20TH ST
    NEW YORK,NY10011     		NONE PUBLIC CHARITY 501(C)(3) ACTIVITIES 2,623
    NAACP LEGLA DEFENSE FUND
    40 RECTOR ST
    NEW YORK,NY10006     		NONE PUBLIC CHARITY 501(C)(3) ACTIVITIES 2,000
    NATIONAL GREAT PYRENEES RESCUE
    PO BOX 1002
    BEACON,NY12508     		NONE PUBLIC CHARITY 501(C)(3) ACTIVITIES 1,875
    NATIONAL RESOURCE DEFENSE COUNCIL
    40 W 20TH ST
    NEW YORK,NY10011     		NONE PUBLIC CHARITY 501(C)(3) ACTIVITIES 5,000
    NETWORK FOR GOOD
    1140 CONNECTICUT AVE
    WASHINGTON,DC20036     		NONE PUBLIC CHARITY 501(C)(3) ACTIVITIES 250
    NEW PALTZ COMMUNITY FOUNDATION
    68 DUSINBERRE ROAD
    GARDINER,NY12525     		NONE PUBLIC CHARITY 501(C)(3) ACTIVITIES 5,000
    OLD LYME PHOEBE GRIFFIN NOYES LIBRARY
    2 LIBRARY LANE
    OLD LYME,CT06371     		NONE PUBLIC CHARITY 501(C)(3) ACTIVITIES 1,050
    PATTY COMMUNITY FOUNDATION (GRAND HAVEN AREA CT FDN)
    ONE SOUTH HARBOR DRIVE
    GRAND HAVEN,MI49417     		NONE PUBLIC CHARITY 501(C)(3) ACTIVITIES 10,000
    PLANNED PARENTHOOD
    PO BOX 97166
    WASHINGTON,DC20090     		NONE PUBLIC CHARITY 501(C)(3) ACTIVITIES 5,000
    RAY OF LIGHT FARM
    252 TOWN SQ
    EAST HADDAM,CT06423     		NONE PUBLIC CHARITY 501(C)(3) ACTIVITIES 5,000
    ROBINHOODORG
    826 BROADWAY 9TH FLOOR
    NEW YORK,NY10003     		NONE PUBLIC CHARITY 501(C)(3) ACTIVITIES 2,500
    SHORELINE KITCHEN SOUP
    PO BOX 804
    ESSEX,CT06426     		NONE PUBLIC CHARITY 501(C)(3) ACTIVITIES 8,090
    SIDEWALK SAMARTITAN
    1311 COUNTY ROUTE 64
    SHUSHAN,NY12873     		NONE PUBLIC CHARITY 501(C)(3) ACTIVITIES 500
    SOUTHERN POVERTY LAW CENTER (SPLC)
    400 WASHINGTON AVE
    MONTGOMERY,AL36104     		NONE PUBLIC CHARITY 501(C)(3) ACTIVITIES 1,000
    ST JUDES CHILDRENS RESEARCH HOSPITAL
    501 ST JUDE PLACE
    MEMPHIS,TN38105     		NONE PUBLIC CHARITY 501(C)(3) ACTIVITIES 1,875
    THE ALS FOUNDATION
    1300 WILSON BOULEVARD
    ARLINGTON,VA22209     		NONE PUBLIC CHARITY 501(C)(3) ACTIVITIES 1,750
    THE MUSH FOUNDATION
    3195 G RED HILL AVE
    COSTA MESA,CA92626     		NONE PUBLIC CHARITY 501(C)(3) ACTIVITIES 5,000
    THE WHITE HAWK FOUNDATION
    PLAYA CARATE
    PUNTARENAS    
    CS     		NONE PUBLIC CHARITY 501(C)(3) ACTIVITIES 2,500
    UYGHUR HUMAN RIGHTS PROJECT
    1602 L STREET
    WASHINGTON,DC20036     		NONE PUBLIC CHARITY 501(C)(3) ACTIVITIES 1,000
    VALLEY DONKEY RESCUE
    PO BOX 216
    MILES,TX76861     		NONE PUBLIC CHARITY 501(C)(3) ACTIVITIES 5,000
    WORLD CENTRAL KITCHEN
    655 NEW YORK AVE NW
    WASHINGTON,DC20001     		NONE PUBLIC CHARITY 501(C)(3) ACTIVITIES 8,150
    Total .................................bullet 3a 139,663
    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 15  
    4 Dividends and interest from securities....     14 36,601  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 39,121  
    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 75,737 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    75,737
    (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 AllOthProgRltdInvestmentsSch
    Name:
    ANDREW J & ANITA G FRANKEL FAMILY
     
    FOUNDATION INC %WIKSTROM & BANGSPC
    EIN:
    13-6167961
    Category Amount
    NONE 0

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    ANDREW J & ANITA G FRANKEL FAMILY
     
    FOUNDATION INC %WIKSTROM & BANGSPC
    EIN:
    13-6167961
    Name of Bond End of Year Book Value End of Year Fair Market Value
    $25,000 SALVATION ARMY/UNITES STATES 3.140% 25,000 25,385
    $20,000 REINVESTMENT FUND INC/THE 20,000 20,762
    $25,000 ERP OPERATING LP 4.150% 24,955 29,814
    $7000 BANK OF AMERICA CORP FXD 2.4560% 7,000 7,462
    $10,000 VERIZON COMMUNICATIONS INC 3.875% 9,981 11,771
    $30,000 SBAP 2010-20K 1 3.250% 8,136 8,369
    $35,000 SBAP 2013-20I 1 3.620% 16,386 16,381

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    ANDREW J & ANITA G FRANKEL FAMILY
     
    FOUNDATION INC %WIKSTROM & BANGSPC
    EIN:
    13-6167961
    Name of Stock End of Year Book Value End of Year Fair Market Value
    83 SHS 3M COMPANY 16,783 14,508
    36 SHS ADOBE INC 9,245 18,004
    79 SHS AIR PROD & CHEM INC 13,111 21,584
    25 SHS ALPHABET INC CL A 28,068 43,816
    25 SHS ALPHABET INC CL C 27,824 43,797
    83 SHS AMERICAN TOWER REIT COM 11,477 18,630
    511 SHS AT&T INC 16,060 14,696
    133 SHS AUTOMATIC DATA PROCESSING 17,505 23,435
    75 SHS BECTON DICKINSON & CO 17,204 18,767
    160 SHS BERKSIRE HATHAWAY CL B 31,208 37,099
    42 SHS CME GROUP INC 7,199 7,646
    806 SHS COMCAST CORP NEW 25,960 42,234
    107 SHS ECOLAB INC 15,547 23,151
    386 SHS EMERSON ELECTRIC CO 26,342 31,023
    114 SHS HONEYWELL INTERNATIONAL INC 15,307 24,248
    144 SHS INTL BUSINESS MACHINES CORP 18,690 18,127
    235 SHS JOHNSON & JOHNSON 28,979 36,984
    322 SHS JP MORGAN CHASE & CO 34,920 40,917
    289 SHS MERCK & CO INC 17,883 23,640
    336 SHS MICROSOFT CORP 40,019 74,733
    390 SHS MONDELEZ INTL INC 15,341 22,803
    375 SHS NEXTERA ENERGY INC 14,653 28,931
    208 SHS ORACLE CORP 9,736 13,456
    112 SHS PAYPAL HLDGS INC 13,117 26,230
    197 SHS PEPSICO INC 19,983 29,215
    636 SHS PFIZER INC 21,403 23,411
    227 SHS PPG INDUSTRIES INC 22,517 32,738
    199 SHS PROCTER & GAMBLE 15,121 27,689
    99 SHS TARGET CORPORATION 7,571 17,476
    592 SHS TJX COS INC 27,397 40,428
    278 SHS TRAVELERS COMPANIES INC 34,799 39,023
    375 SHS US BANCORP COM NEW 15,091 17,471
    157 SHS UNITED PARCEL SER INC CL B 18,473 26,439
    60 SHS UNITEDHEALTH GP INC 15,478 21,041
    151 SHS VISA INC CL A 20,171 33,028
    167 SHS WALT DISNEY HLDG CO 16,500 30,257
    277 SHS WASTE MGMT INC 12,291 32,667
    168 SHS APPLE INC 10,655 22,292
    22 SHS AMAZON INC 44,632 71,652
    88 SHS BALL CORPORATION 8,578 8,200
    24 SHS FIDELITY NATL INFORMATION 3,457 3,395
    114 SHS MEDTRONIC PLC 12,773 13,354
    74 SHS T-MOBILE US INC 8,282 9,979
    78 SHS VIATRIS 1,166 1,462

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    ANDREW J & ANITA G FRANKEL FAMILY
     
    FOUNDATION INC %WIKSTROM & BANGSPC
    EIN:
    13-6167961
    US Government Securities - End of Year Book Value:

    325,940
    US Government Securities - End of Year Fair Market Value:

    334,950
    State & Local Government Securities - End of Year Book Value:


    100,494
    State & Local Government Securities - End of Year Fair Market Value:


    101,621


    TY 2020 OtherExpensesSchedule
    Name:
    ANDREW J & ANITA G FRANKEL FAMILY
     
    FOUNDATION INC %WIKSTROM & BANGSPC
    EIN:
    13-6167961
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADVERTISING 294 0   294
    INVESTMENT FEES 13,694 13,694   0


    TY 2020 TaxesSchedule
    Name:
    ANDREW J & ANITA G FRANKEL FAMILY
     
    FOUNDATION INC %WIKSTROM & BANGSPC
    EIN:
    13-6167961
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FORIEGN TAXES 38 38   0