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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
THE MELVILLE CHARITABLE TRUST INC
 
Number and street (or P.O. box number if mail is not delivered to street address)157 CHURCH STREET 19TH FLOOR
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW HAVEN, CT06510
A Employer identification number

46-1670702
B Telephone number (see instructions)

(203) 901-1065
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$162,739,957J 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... 1,929,174 1,929,174 54,188
5a Gross rents............ 68,292 68,292 68,292
b Net rental income or (loss) 68,292
6a Net gain or (loss) from sale of assets not on line 10 6,943,252
b Gross sales price for all assets on line 6a 89,438,249
7 Capital gain net income (from Part IV, line 2)... 6,943,252
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 54,019 0 54,019
12 Total. Add lines 1 through 11........ 8,994,737 8,940,718 176,499
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 310,226 12,931 0 297,295
14 Other employee salaries and wages...... 755,374 10,460 0 744,914
15 Pension plans, employee benefits....... 188,423 5,057 0 183,366
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 62,405 10,000 0 52,405
c Other professional fees (attach schedule).... Click to see attachment 990,563 431,077 0 559,486
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 354,502 0 0 61,470
19 Depreciation (attach schedule) and depletion... 128,344 0 104,562
20 Occupancy.............. 91,121 0 0 91,121
21 Travel, conferences, and meetings....... 32,157 0 0 32,157
22 Printing and publications.......... 4,797 0 0 4,797
23 Other expenses (attach schedule)....... Click to see attachment 437,817 0 -8,770 365,807
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 3,355,729 469,525 95,792 2,392,818
25 Contributions, gifts, grants paid....... 11,133,050 8,798,050
26 Total expenses and disbursements. Add lines 24 and 25 14,488,779 469,525 95,792 11,190,868
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -5,494,042
b Net investment income (if negative, enter -0-) 8,471,193
c Adjusted net income (if negative, enter -0-)... 80,707
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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............. 732,130 770,944 770,944
2 Savings and temporary cash investments......... 645,589 1,102,006 1,102,006
3 Accounts receivable bullet457,898
Less: allowance for doubtful accounts bullet   425,651 457,898 457,898
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) bullet2,513,500
Less: allowance for doubtful accounts bullet0 2,713,500 Click to see attachment2,513,500 2,513,500
8 Inventories for sale or use.............. 33,362 33,362 33,362
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 94,413,013 Click to see attachment86,045,896 86,045,896
c Investments—corporate bonds (attach schedule)....... 7,246,632 Click to see attachment11,143,005 11,143,005
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 45,828,834 Click to see attachment57,974,665 57,974,665
14 Land, buildings, and equipment: basis bullet5,112,260
Less: accumulated depreciation (attach schedule) bullet2,485,544 2,734,607 2,626,716 2,626,716
15 Other assets (describe bullet) Click to see attachment62,665 Click to see attachment71,965 Click to see attachment71,965
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 154,835,983 162,739,957 162,739,957
Liabilities 17 Accounts payable and accrued expenses.......... 169,828 126,680
18 Grants payable................. 1,620,000 3,755,000
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 attachment210,615 Click to see attachment365,615
23 Total liabilities (add lines 17 through 22)......... 2,000,443 4,247,295
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........... 152,835,540 158,492,662
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    
29 Total net assets or fund balances (see instructions)..... 152,835,540 158,492,662
30 Total liabilities and net assets/fund balances (see instructions). 154,835,983 162,739,957
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
152,835,540
2
Enter amount from Part I, line 27a .....................
2
-5,494,042
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
11,151,164
4
Add lines 1, 2, and 3 ..........................
4
158,492,662
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
158,492,662
Form 990-PF (2021)
Form 990-PF (2021)
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 WELLS FARGO P    
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 89,438,249   82,494,997 6,943,252
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       6,943,252
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 6,943,252
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 6,943,252
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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........................... 3 117,750
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- ..... 5 117,750
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 164,056
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.............. 7 164,056
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 46,306
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet46,306 RefundedBullet 11 0
Part VI-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 XIV..................................
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 addressbulletWWW.MELVILLETRUST.ORG
    14
    The books are in care ofbulletSUSAN THOMAS Telephone no.bullet (203) 901-1065

    Located atbullet157 CHURCH STREET 19TH FLOORNEW HAVENCT ZIP+4bullet06510
    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 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
    Yes
     
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (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)? ......................
    1a(5)
     
    No
    (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.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
    No
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    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
     
     
    c
    .........bullet
    d
    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? .................
    5d
     
     
    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? .............................
    6a
     
    No
    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?
    7a
     
    No
    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? .........................
    8
     
    No
    Part VII
    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
    JC DAVID HADDEN DIRECTOR
    1.00     		0 0 0
    157 CHURCH STREET 19TH FLOOR
    NEW HAVEN,CT06510
    STEPHEN MELVILLE DIRECTOR
    1.00     		0 0 0
    157 CHURCH STREET 19TH FLOOR
    NEW HAVEN,CT06510
    RUTH MELVILLE DIRECTOR
    1.00     		0 0 0
    157 CHURCH STREET 19TH FLOOR
    NEW HAVEN,CT06510
    CARLA JAVITS DIRECTOR
    1.00     		0 0 0
    157 CHURCH STREET 19TH FLOOR
    NEW HAVEN,CT06510
    ROBERT HAGGETT DIRECTOR
    1.00     		0 0 0
    157 CHURCH STREET 19TH FLOOR
    NEW HAVEN,CT06510
    SUSAN THOMAS PRESIDENT
    40.00     		260,600 49,626 0
    157 CHURCH STREET 19TH FLOOR
    NEW HAVEN,CT06510
    JENNIFER LEIMAILE HO DIRECTOR
    1.00     		0 0 0
    157 CHURCH STREET 19TH FLOOR
    NEW HAVEN,CT06510
    KAREN DUBOIS-WALTON DIRECTOR
    1.00     		0 0 0
    157 CHURCH STREET 19TH FLOOR
    NEW HAVEN,CT06510
    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
    AIMEE HENDRIGAN VICE PRESIDENT, PROG
    40.00     		207,506 47,037 0
    157 CHURCH STREET 19TH FLOOR
    NEW HAVEN,CT06510
    REBECCA ALLEN SENIOR PROGRAM OFFIC
    40.00     		160,677 42,524 0
    157 CHURCH STREET 19TH FLOOR
    NEW HAVEN,CT06510
    ALYIA GASKINS SENIOR PROGRAM OFFIC
    40.00     		135,600 26,195 0
    157 CHURCH STREET 19TH FLOOR
    NEW HAVEN,CT06510
    SARAH ARMOUR-JONES DIRECTOR OF COMMUNIT
    40.00     		113,900 41,513 0
    157 CHURCH STREET 19TH FLOOR
    NEW HAVEN,CT06510
    HOLLY SULLIVAN CONTROLLER
    30.00     		94,456 8,586 0
    157 CHURCH STREET 19TH FLOOR
    NEW HAVEN,CT06510
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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
    ACCENTURE LLP PERC CONSULTING 293,448
    755 MAIN STREET SUITE 1600
    HARTFORD,CT06103
    GROUND WORKS CONSULTING PERC CONSULTING 86,918
    365 62ND STREET
    OAKLAND,CA94618
    CLIFTONLARSONALLEN ACCOUNTING 62,405
    29 SOUTH MAIN ST
    WEST HARTFORD,CT06107
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-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 THE LYCEUM IS A HUB FOR EDUCATIONAL PROGRAMS AND THE EXCHANGE OF IDEAS ON HOUSING, HOMELESSNESS AND COMMUNITY DEVELOPMENT, PROVIDING A HOME FOR NONPROFITS AND MEETING SPACE FOR COMMUNITY MEMBERS, POLICY MAKERS, AND ORGANIZATIONS FROM THROUGHOUT CONNECTICUT. 368,544
    2 FIREBOX IS AN AWARD-WINNING FARM TO TABLE RESTAURANT THAT WAS CREATED TO BRING JOBS, ECONOMIC INVESTMENT, AND OPPORTUNITY TO HARTFORD'S FROG HOLLOW NEIGHBORHOOD. 126,611
    3 NEW SONG SUPPORTS THE DEVELOPMENT OF SAFE, ADEQUATE, AFFORDABLE HOUSING FOR LOW AND MODERATE INCOME FAMILIES AND PERSONS THAT RESULTS IN THE CREATION OF VIBRANT, HEALTHY COMMUNITIES. 2,500
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    102,202,982
    b
    Average of monthly cash balances.......................
    1b
    2,200,022
    c
    Fair market value of all other assets (see instructions)................
    1c
    51,918,625
    d
    Total (add lines 1a, b, and c).........................
    1d
    156,321,629
    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
    156,321,629
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    2,344,824
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    153,976,805
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    7,698,840
    Part X
    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 IX, line 6..................
    1
    7,698,840
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    117,750
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    117,750
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    7,581,090
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    7,581,090
    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 XII, line 1 ...
    7
    7,581,090
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-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 XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 7,581,090
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 1,025,557
    b From 2017...... 1,306,107
    c From 2018...... 1,838,106
    d From 2019...... 1,419,408
    e From 2020...... 2,910,766
    f Total of lines 3a through e ........ 8,499,944
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 11,190,868
    a Applied to 2020, 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 2021 distributable amount..... 7,581,090
    e Remaining amount distributed out of corpus 3,609,778
    5 Excess distributions carryover applied to 2021. 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 12,109,722
    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 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		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 2016 not
    applied on line 5 or line 7 (see instructions) ...     		1,025,557
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		11,084,165
    10 Analysis of line 9:
    a Excess from 2017.... 1,306,107
    b Excess from 2018.... 1,838,106
    c Excess from 2019.... 1,419,408
    d Excess from 2020.... 2,910,766
    e Excess from 2021.... 3,609,778
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    SEE FUNDING GUIDELINES AT HTTPSMELV
    157 CHURCH STREET 19TH FLOOR
    NEW HAVEN,CT06510
    (203) 901-1065
    bThe form in which applications should be submitted and information and materials they should include:
    SEE FUNDING GUIDELINES AT HTTPS://MELVILLETRUST.ORG/WORK/INQUIRY
    cAny submission deadlines:
    SEE FUNDING GUIDELINES AT HTTPS://MELVILLETRUST.ORG/WORK/INQUIRY
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    SEE FUNDING GUIDELINES AT HTTPS://MELVILLETRUST.ORG/WORK/INQUIRY
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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
    CENTER ON BUDGET & POLICY PRIORITIES
    1275 FIRST ST NE SUITE 1200
    WASHINGTON,DC20002     		  PC GREENSTEIN FUND 15,000
    CONNECTICUT COALITION TO END HOMELESSNESS
    257 LAWRENCE STREET
    HARTFORD,CT06106     		  PC EXECTIVE DIRECTOR SEARCH (NPAG) 15,000
    CONNECTICUT COUNCIL OF PHILANTHROPY
    75 CHARTER OAK AVE SUITE 1-205
    HARTFORD,CT06106     		  PC RACIAL EQUITY LEARNING PROGRAMS 15,000
    PARTNERSHIP FOR STRONG COMMUNITIES
    227 LAWRENCE STREET
    HARTFORD,CT06106     		  PC REACHING HOME AWARDS 5,000
    PARTNERSHIP FOR STRONG COMMUNITIES
    227 LAWRENCE STREET
    HARTFORD,CT06106     		  PC GENERAL OPERATING GRANT (CT HOMELESSNESS) 900,000
    CONNECTICUT COALITION TO END HOMELESSNESS
    257 LAWRENCE ST
    HARTFORD,CT06106     		  PC SECURE JOBS 2.0 INITIATIVE 85,000
    CENTER FOR CHILDREN'S ADVOCACY
    65 ELIZABETH ST
    HARTFORD,CT06105     		  PC SYSTEMIC REFORM FOR YOUTH HOUSING 80,000
    NATIONAL ALLIANCE TO END HOMELESSNESS
    1518 K STREET NW 2ND FLOOR
    WASHINGTON,DC20002     		  PC BUILD STRONGER SUPPORT FOR ENDING HOMELESSNESS IN US 360,000
    NATIONAL PUBLIC RADIO
    1111 NORTH CAPITOL ST NW
    WASHINGTON,DC20002     		  PC HOMELESSNESS PROGRAMMING 250,000
    CENTER ON BUDGET & POLICY PRIORITIES
    1275 FIRST ST NE SUITE 1200
    WASHINGTON,DC20002     		  PC GENERAL OPERATING GRANT TO SUPPORT AFFORDABLE HOUSING 300,000
    HOPEWELL FUND THE ECONOMIC SECURITY PROJECT
    1201 CONNECTICUT AVE NW SUITE 300
    WASHINGTON,DC20002     		  PC SUPPORT THE ECONOMIC SECURITY PROJECT 300,000
    NEW VENTURE FUND FHO
    1201 CONNECTICUT AVE NW SUITE 300
    WASHINGTON,DC20002     		  PC SUPPORT EFFORTS FOR FUNDERS FOR HOUSING & OPPORTUNITY 500,000
    FORGE CITY WORKS
    227 LAWRENCE ST
    HARTFORD,CT06106     		  PC SPONSORSHIP 5,000
    NATIONAL LOW INCOME HOUSING
    1000 VERMONT AVE NW SUITE 500
    WASHINGTON,DC20005     		  PC ERASE PROJECT GRANT 250,000
    CONSUMER HEALTH FOUNDATION BU
    25 BUICK ST SUITE 200
    BOSTON,MA02215     		  PC A ONE-YEAR GENERAL OPERATING GRANT OF $100,000 TO SUPPORT BOSTON UNIVERSITYS CENTER FOR ANTIRACIST RESEARCHS WORK TO DEVELOP A WASHINGTON, D.C. RACIAL POLICY TRACKER TO BETTER UNDERSTAND WHICH TYPES OF HOUSING POLICIES INCREASE AND MITIGATE RACIAL DISPARITIES AND THE UNEQUAL EXPERIENCES OF HOMELESSNESS. 100,000
    HABITAT FOR HUMANITY
    PO BOX 55634
    JACKSON,MS36296     		  PC A ONE-YEAR GENERAL OPERATING GRANT OF $250,000 TO HABITAT FOR HUMANITY IN SUPPORT OF TWO FOCUS AREAS: 1) STATE/LOCAL POLICY RESEARCH, TOOLS, AND TRAINING AND 2) SHARED EQUITY ACCELERATOR. 250,000
    CENTER FOR COMMUNITY PROGRESS
    111 EAST COURT ST
    FLINT,MI48502     		  PC FIRST YEAR OF A THREE-YEAR GENERAL OPERATING GRANT OF $900,000 AT $300,000 PER YEAR TO CENTER FOR COMMUNITY PROGRESS IN SUPPORT OF TO EXPAND THEIR TECHNICAL ASSISTANCE, POLICY AND ADVOCACY, AND LEADERS OF COLOR INITIATIVE TO HELP MORE COMMUNITIES IMPLEMENT EQUITABLE LAND USE AND/OR LAND BANKING POLICY REFORMS THAT ARE DESIGNED TO INCREASE THE SUPPLY OF AFFORDABLE HOUSING AND MITIGATE HOMELESSNESS AND HOUSING INSTABILITY. 300,000
    CENTER ON BUDGET & POLICY PRIORITIES
    1275 FIRST ST NE SUITE 1200
    WASHINGTON,DC20002     		  PC FRAMEWORK PHASE 4 247,000
    CORPORATION FOR SUPPORTIVE HOUSING
    61 BROADWAY SUITE 2300
    NEW YORK,NY10006     		  PC GENERAL OPERATING GRANT 75,000
    FORGE CITY WORKS
    227 LAWRENCE ST
    HARTFORD,CT06106     		  PC EMPOWERMENT, COMMUNITY BUILDING IN EMPLOYMENT OPPORTUNITIES 550,000
    TRUE COLORS UNITED
    311 WEST 43RD ST 12TH FLOOR
    NEW YORK,NY10003     		  PC NATL YOUTH FORUM ON HOMELESSNESS 100,000
    CT ASSN FOR HUMAN SERVICES (KTP)
    110 BARTHOLOMEW AVE SUITE 4020
    HARTFORD,CT06106     		  PC THE FINAL ONE-YEAR GENERAL OPERATING GRANT OF $50,000 TO THE CONNECTICUT ASSOCIATION FOR HUMAN SERVICES IN SUPPORT OF KEEP THE PROMISE COALITION. 50,000
    CONNECTICUT VOICES FOR CHILDREN
    33 WHITNEY AVE 308
    NEW HAVEN,CT06510     		  PC A ONE-YEAR GENERAL OPERATING GRANT OF $150,000 TO CONNECTICUT VOICES FOR CHILDREN IN SUPPORT OF POLICY AND ADVOCACY TO ADVANCE AFFORDABLE HOUSING AND ECONOMIC JUSTICE. 150,000
    NATIONAL COALITION FOR THE HOMELESS
    2201 P STREET NW
    WASHINGTON,DC20037     		  PC A ONE-YEAR PROJECT GRANT OF $100,000 TO NATIONAL COALITION FOR THE HOMELESS IN SUPPORT OF THEIR CREATION OF THE LIVED EXPERIENCE TRAINING ACADEMY (LETA). 100,000
    BEYOND THE BRIDGE (MASS HOUSING & SHELTER ALLIANCE)
    5 PARK ST
    BOSTON,MA02108     		  PC A ONE-YEAR GENERAL OPERATING GRANT OF $300,000 TO SUPPORT BEYOND THE BRIDGE, A DOCUMENTARY ABOUT THE ROOT CAUSES OF AND SOLUTIONS TO HOMELESSNESS. 300,000
    SUPPORTIVE HOUSING WORKS
    387 CLINTON AVE
    BRIDGEPORT,CT06605     		  PC FAIRFIELD COUNTY CENTER FOR HOUSING OPPORTUNITY 75,000
    NEW VENTURE FUND FHO
    1201 CONNECTICUT AVE NW SUITE 300
    WASHINGTON,DC20005     		  PC PERC 250,000
    NATIONAL COALITION FOR THE HOMELESSNESS
    2201 P STREET NW
    WASHINGTON,DC20005     		  PC FACILITATION OF THEORY OF CHANGE 7,800
    INSTITUTE FOR COMMUNITY RESEARCH
    2 HARTFORD SQUARE WEST SUITE 100
    HARTFORD,CT06106     		  PC YOUTH ACTION HUB 7,000
    INCOME MOVEMENT FOUNDATION
    2012 WAYMILL STREET
    RICHMOND,VA23230     		  PC GUARANTEED INCOME PILOT DEMONSTRATIONS 15,000
    NATIONAL PARENT LEADERSHIP INSTITUTE
    15 RIVER ROAD SUITE 15B
    WILTON,CT06897     		  PC ENGAGE THE VOICES, PERSPECTIVES &EXPERTIZE OF PEOPLE WITH LIVED EXPERIENCE IN HOMELESSNESS 8,000
    CONNECTICUT COUNCIL OF PHILANTHROPY
    75 CHARTER OAK AVE SUITE 1-205
    HARTFORD,CT06106     		  PC SUPPORTING ORGANIZING WORK CT 13,000
    UCLA FIELDING SCHOOL OF PUBLIC HEALTH
    BOX 951772 RM 48-114 CHS
    LOS ANGELES,CA900951775     		  PC CENTER FOR POLICY HEALTH RESEARCH SPONSORSHIP 500
    CT FAIR HOUSING CENTER
    60 POPIELUSZKO COURT
    HARTFORD,CT06106     		  PC SUPPORT BLACK & LATINX COMMUITIES - COVID-19 10,000
    HOUSING ASSISTANCE COUNCIL 2021 NATL RURAL HOUSING CTR
    1025 VERMONT AVE NW SUITE 605
    WASHINGTON,DC20005     		  PC 2021 NATL RURAL HOUSING CTR SCHOLARSHIP 1,500
    RIGHT TO THE CITY ALLIANCE
    388 ATLANTIC AVE 2ND FL
    BROOKLYN,NY11217     		  PC MEET THE MOMENT GRANT YEAR 2 115,000
    CONNECTICUT PUBLIC BROADCASTING
    1049 ASYLUM AVE
    HARTFORD,CT06105     		  PC MEET THE MOMENT GRANT YEAR 2 90,000
    BIPARTISAN POLICY CENTER
    1225 EYE STREET NW SUITE 1000
    WASHINGTON,DC20005     		  PC MEET THE MOMENT GRANT YEAR 2 125,000
    FJCCHAPIN HALL
    1313 E 60TH ST
    CHICAGO,IL60637     		  PC MEET THE MOMENT GRANT YEAR 2 110,000
    RIGHT TO THE CITY ALLIANCE
    388 ATLANTIC AVE 2ND FL
    BROOKLYN,NY11217     		  PC ASSIST THE MELVILLE CHARITABLE TRUST WITH ITS GOAL OF HELPING COMMUNITIES DISTRIBUTE EMERGENCY RENTAL ASSISTANCE (ERA) FUNDS FASTER AND MORE EQUITABLY. RTTC WILL LEVERAGE ITS CONVENING POWER AND RELATIONSHIPS WITH OTHER ORGANIZERS TO ACCOMPLISH THE WORK. 75,000
    ADVANCING CT TOGETHER (FORMERLY AIDS CT)
    110 BARTHOLOMEW AVE SUITE 3050
    HARTFORD,CT06106     		  PC SUPPORT AGENCY'S GENERAL OPERATIONG STRUCTURE 8,250
    SUSTAINABLE CT INC
    9 CHARLES WAY 300
    STORRS,CT06268     		  PC GENERAL OPERATING SUPPORT 15,000
    AMERICAN PUBLIC HUMAN SERVICES ASSOCIATION
    1300 17TH ST N SUITE 340
    ARLINGTON,VA22209     		  PC SUPPORT LOCAL WORK IN CONNECTICUT TO CLOSE THE GAP ON THE NUMBER OF CT FAMILIES THAT HAVE SIGNED UP FOR THE FEDERAL CHILD TAX CREDIT ADVANCED PAYMENT. 10,000
    A WAY HOME AMERICA (THIRD SECTOR NEW ENGLAND)
    89 SOUTH ST SUITE 700
    BOSTON,MA02111     		  PC A ONE-YEAR GENERAL OPERATING GRANT OF $250,000 TO SUPPORT AWHAS ADVOCACY AND WORK IN COMMUNITY TO PREVENT AND END HOMELESSNESS FOR BLACK, INDIGENOUS, YOUTH OF COLOR, AND LGBTQ++ YOUTH ON A PATH TO ENDING IT FOR ALL YOUTH. 250,000
    COMMUNITY SOLUTIONS
    60 BROAD ST SUITE 2510A
    NEW YORK,NY10004     		  PC A TWO-YEAR GENERAL OPERATING GRANT OF $500,000 ($250,000 PER YEAR) TO FUND THE CREATION OF THE COMMUNITY RACE EQUITY PORTFOLIO WITHIN THE BUILT FOR ZERO TEAM, A MANAGEMENT-LEVEL SUB-TEAM WITH RESPONSIBILITY FOR DRIVING COORDINATION, ACCOUNTABILITY, AND TECHNICAL SUPPORT ACROSS COMMUNITY SOLUTIONS BUILT FOR ZERO SITES. 250,000
    CONNECTICUT WOMEN'S EDUCATION LEGAL FUND
    135 BROAD ST
    HARTFORD,CT06105     		  PC A FINAL GRANT OF $50,000 TO CWEALF TO PROVIDE LEGISLATIVE ADVOCACY ON ISSUES THAT DIRECTLY IMPACT SECURE JOBS FAMILIES, INCLUDING LEGISLATION TO PROHIBIT ON-CALL SCHEDULING PRACTICES, STRENGTHEN CONNECTICUTS PAID SICK DAYS LAW, INCREASE ACCESS TO AFFORDABLE CHILDCARE, AND ENSURE RIGHT TO COUNSEL IN EVICTION CASES. 50,000
    FUNDERS TOGETHER TO END HOMELESSNESS
    240 NEWBURY ST 2ND FL
    BOSTON,MA02116     		  PC A ONE-YEAR GENERAL OPERATING GRANT OF $300,000 TO CONTINUE THEIR WORK MOBILIZING PHILANTHROPY TO USE ITS VOICE, INFLUENCE, AND EXPERTISE IN WAYS THAT WILL ADVANCE LASTING SOLUTIONS TO ENDING HOMELESSNESS, INCLUDING ADDRESSING ITS UNDERLYING CAUSES LIKE STRUCTURAL AND RACIAL INEQUITIES, AND HELPING CREATE POLICIES AND SYSTEMS THAT CENTER PEOPLE WITH LIVED EXPERTISE. 300,000
    NATIONAL LOW INCOME HOUSING COALITION
    1000 VERMONT AVE NW SUITE 500
    WASHINGTON,DC20005     		  PC A ONE-YEAR GENERAL OPERATING GRANT OF $300,000 TO CONTINUE NLIHCS WORK ADVANCING RACIALLY AND SOCIALLY EQUITABLE PUBLIC POLICY THAT ENSURES PEOPLE WITH THE LOWEST INCOMES HAVE QUALITY HOMES THAT ARE ACCESSIBLE AND AFFORDABLE IN COMMUNITIES OF THEIR CHOICE. 300,000
    TECHNICAL ASSISTANCE COLLABORATIVE
    31 ST JAMES AVE SUITE 950
    BOSTON,MA02116     		  PC THE FINAL GRANT OF $150,000 TO TAC TO PROVIDE EDUCATION, TECHNICAL ASSISTANCE, AND ADVOCACY NATIONALLY TO END HOMELESSNESS. 150,000
    UNITED WAY OF GREATER NEW HAVEN
    71 ORANGE ST
    NEW HAVEN,CT06510     		  PC A FINAL GRANT $30,000 TO CONTINUE SUPPORT FOR A POINT PERSON ON THE GROUND IN EFFORTS THAT INCREASE COLLABORATION, DATA COLLECTION AND REFERRALS BETWEEN THE HOUSING AND WORKFORCE SECTORS IN CONNECTICUT. 30,000
    YOUTH ACTION HUB (INSTITUTE FOR COMMUNITY RESEARCH)
    2 HARTFORD SQUARE WEST SUITE 210
    HARTFORD,CT06106     		  PC TO BUILD AND SHIFT POWER OF EXTREMELY LOW-INCOME BIPOC AND LGBTQ+ YOUTH AND YOUNG ADULTS WITH LIVED EXPERTISE BY SUPPORTING A RESEARCH AND POLICY ADVOCACY NETWORK. 100,000
    CENTER FOR LEADERSHIP AND JUSTICE
    47 VINE ST
    HARTFORD,CT06112     		  PC A ONE-YEAR GENERAL OPERATING GRANT OF $100,000 TO CENTER FOR LEADERSHIP AND JUSTICE TO CONTINUE THEIR RESIDENT ENGAGEMENT AND ORGANIZING EFFORTS IN HARTFORD AND TO DEVELOP A SLATE OF WINNABLE HOUSING ACTIONS. 100,000
    CT BAR ASSOCIATION
    31 PRATT ST SUITE 420
    HARTFORD,CT06103     		  PC A ONE-YEAR PROJECT GRANT OF $100,000 TO THE CONNECTICUT BAR ASSOCIATION TO EVALUATE THE CONNECTICUTS NEW RIGHT TO COUNSEL PROGRAM FOR INDIVIDUALS AT RISK OF EVICTION OR HOUSING SUBSIDY TERMINATION. 100,000
    ECONOMIC HARDSHIP REPORTING PROJECT
    238 WEST FOURTH ST SUITE 5B
    NEW YORK,NY10014     		  PC A ONE-YEAR PROJECT GRANT OF $75,000 TO THE ECONOMIC HARDSHIP REPORTING PROJECT TO SUPPORT THREE PROMISING EMERGING JOURNALISTSWOMEN, BIPOC, LOW-INCOME, PEOPLE WITH DISABILITIESWHO WILL PUBLISH A TOTAL OF 18-20 STORIES ON THE ROOT CAUSES OF HOMELESSNESS AND HOUSING INSTABILITY. 75,000
    INVISIBLE PEOPLE
    7119 WEST SUNSET BLVD
    LOS ANGELES,CA90046     		  PC A TWO-YEAR OPERATING OF $150,000 ($75,000 PER YEAR) TO INVISIBLE PEOPLE TO AMPLIFY AND EXPAND THEIR EFFORTS TO EDUCATE THE PUBLIC ABOUT HOMELESSNESS THROUGH NEWS ARTICLES, SCRIPTED FILMS, MINI-DOCUMENTARIES, AND VIDEO/SOCIAL MEDIA STORYTELLING. 75,000
    NATIONAL CENTER FOR STATE COURTS
    707 SEVENTEENTH ST SUITE 2900
    DENVER,CO80202     		  PC A ONE-YEAR GENERAL PROJECT GRANT OF $100,000 TO THE NATIONAL CENTER FOR STATE COURTS FOR THE EVALUATION OF ITS EVICTION DIVERSION INITIATIVE (EDI) THAT SEEKS TO CHANGE THE WAY HOUSING COURT OPERATES AND HOW COMMUNITY MEMBERS PERCEIVE AND INTERACT WITH THE COURT SYSTEM. 100,000
    NATIONAL FAIR HOUSING ALLIANCE
    1331 PENNSYLVANIA AVE NW 650
    WASHINGTON,DC20004     		  PC A TWO-YEAR GENERAL OPERATING GRANT OF $500,000 ($250,000 PER YEAR) FOR NFHA TO WORK WITH STAKEHOLDERS TO DISMANTLE EXISTING POLICIES AND SYSTEMS THAT PERPETUATE DISCRIMINATION AND HOUSING INEQUALITY AS WELL AS DEVELOP AND IMPLEMENT POLICIES THAT PROMOTE EQUITABLE HOUSING OUTCOMES PARTICULARLY FOR BIPOC COMMUNITIES. 250,000
    NATIONAL PARENT LEADERSHIP TRAINING INSTITUTE
    15 RIVER ROAD SUITE 15B
    WILTON,CT06897     		  PC A ONE-YEAR PROJECT GRANT OF $196,500 TO SUPPORT NATIONAL PARENT LEADERSHIP TRAINING INSTITUTES EFFORTS TO CREATE AN ADVISORY BOARD OF PARENTS WITH LIVED EXPERIENCE OF HOMELESSNESS AND HOUSING INSTABILITY. 200,000
    PRIVATE EQUITY STAKEHOLDER PROJECT
    2513 N CENTRAL PARK AVE
    CHICAGO,IL60647     		  PC A ONE-YEAR PROJECT GRANT OF $100,000 TO PESP TO CONTINUE THEIR FOCUS ON THE DISPROPORTIONATE IMPACT OF EVICTIONS BY CORPORATE LANDLORDS ON RENTERS OF COLOR, HIGHLIGHTING HOW SOME LANDLORDS ARE FILING TO EVICT RESIDENTS OF COLOR AT MUCH HIGHER RATES AND SHARING THAT DATA AND THE STORIES BEHIND IT WITH INVESTORS, REGULATORS, AND REPORTERS. 100,000
    CT MIRROR
    1049 ASYLUM AVENUE
    HARTFORD,CT06105     		  PC SUPPORT NEW COMMUNITY EDITORIAL BOARD 15,000
    CENTER FOR COMMUNITY PROGRESS
    111 EAST COURT ST
    FLINT,MI48502     		  PC RACIAL EQUITY LEARNING PROGRAMS 15,000
    CASE WESTERN RESERVE UNIVERSITY
    10900 EUCLID AVENUE
    CLEVELAND,OH44120     		  PC PERC 100,000
    Total .................................bullet 3a 8,798,050
    bApproved for future payment
    NEW VENTURE FUND
    1201 CONNECTICUT AVE NW SUITE 300
    WASHINGTON,DC20002     		  PC MULTIYEAR GRANT - YEAR 3 500,000
    CONNECTICUT PUBLIC BROADCASTING
    1049 ASYLUM AVE
    HARTFORD,CT06105     		  PC MEET THE MOMENT 180,000
    NEW VENTURE FUND FHO PERC
    1201 CONNECTICUT AVE NW SUITE 300
    WASHINGTON,DC20002     		  PC MULTI YEAR GRANT 250,000
    CENTER FOR COMMUNITY PROGRESS
    111 EAST COURT ST
    FLINT,MI48502     		  PC GSER GRANT 600,000
    INVISIBLE PEOPLE
    7119 WEST SUNSET BLVD
    LOS ANGELES,CA90046     		  PC A TWO-YEAR OPERATING OF $150,000 ($75,000 PER YEAR) TO INVISIBLE PEOPLE TO AMPLIFY AND EXPAND THEIR EFFORTS TO EDUCATE THE PUBLIC ABOUT HOMELESSNESS THROUGH NEWS ARTICLES, SCRIPTED FILMS, MINI-DOCUMENTARIES, AND VIDEO/SOCIAL MEDIA STORYTELLING. 75,000
    NATIONAL FAIR HOUSING ALLIANCE
    1331 PENNSYLVANIA AVE NW 650
    WASHINGTON,DC20004     		  PC A TWO-YEAR GENERAL OPERATING GRANT OF $500,000 ($250,000 PER YEAR) FOR NFHA TO WORK WITH STAKEHOLDERS TO DISMANTLE EXISTING POLICIES AND SYSTEMS THAT PERPETUATE DISCRIMINATION AND HOUSING INEQUALITY AS WELL AS DEVELOP AND IMPLEMENT POLICIES THAT PROMOTE EQUITABLE HOUSING OUTCOMES PARTICULARLY FOR BIPOC COMMUNITIES. 250,000
    A WAY HOME AMERICA (TSNE MISSIONWORKS)
    89 SOUTH STREET
    BOSTON,MA02111     		  PC BUILD THE MOVEMENT AND END YOUTH HOMELESSNESS IN THE UNITED STATES 500,000
    FUNDERS TOGETHER TO END HOMELESSNESS
    240 NEWBURY ST 2ND FL
    BOSTON,MA02116     		  PC TO CONTINUE THEIR WORK MOBILIZING PHILANTHROPY TO USE ITS VOICE, INFLUENCE, AND EXPERTISE IN WAYS THAT WILL ADVANCE LASTING SOLUTIONS TO ENDING HOMELESSNESS, INCLUDING ADDRESSING ITS UNDERLYING CAUSES LIKE STRUCTURAL AND RACIAL INEQUITIES, AND HELPING CREATE POLICIES AND SYSTEMS THAT CENTER PEOPLE WITH LIVED EXPERTISE. 600,000
    NATIONAL LOW INCOME HOUSING COALITION
    1000 VERMONT AVE NW SUITE 500
    WASHINGTON,DC20005     		  PC TO CONTINUE NLIHCS WORK ADVANCING RACIALLY AND SOCIALLY EQUITABLE PUBLIC POLICY THAT ENSURES PEOPLE WITH THE LOWEST INCOMES HAVE QUALITY HOMES THAT ARE ACCESSIBLE AND AFFORDABLE IN COMMUNITIES OF THEIR CHOICE. 600,000
    YOUTH ACTION HUB (INSTITUTE FOR COMMUNITY RESEARCH)
    2 HARTFORD SQUARE WEST SUITE 210
    HARTFORD,CT06106     		  PC TO BUILD AND SHIFT POWER OF EXTREMELY LOW-INCOME BIPOC AND LGBTQ+ YOUTH AND YOUNG ADULTS WITH LIVED EXPERTISE BY SUPPORTING A RESEARCH AND POLICY ADVOCACY NETWORK. 200,000
    Total .................................bullet 3b 3,755,000
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....         68,292
    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 6,943,252  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aOTHER INCOME     		    01 25,000  
    bDEVELOPER FEE     01 29,019  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 0 8,926,445 68,292
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    8,994,737
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    5B THE LYCEUM IS A HUB FOR EDUCATIONAL PROGRAMS AND THE EXCHANGE OF IDEAS ON HOUSING, HOMELESSNESS AND COMMUNITY DEVELOPMENT, PROVIDING A HOME FOR NONPROFITS AND MEETING SPACE FOR COMMUNITY MEMBERS, POLICY MAKERS, AND ORGANIZATIONS THROUGHOUT CONNECTICUT. BILLINGS FORGE IS A BUILDING COMPLEX IN A DISTRESSED NEIGHBORHOOD PROVIDING A COMBINATION OF MIXED USE HOUSING, COMMERCIAL AND ACTIVITY/PROGRAM RELATED SPACE.
    10 FIREBOX IS AN AWARD-WINNING FARM TO TABLE RESTAURANT THAT WAS CREATED TO BRING JOBS, ECONOMIC INVESTMENT, AND OPPORTUNITY TO HARTFORD'S FROG HOLLOW NEIGHBORHOOD.
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    THE MELVILLE CHARITABLE TRUST INC
    EIN:
    46-1670702
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 62,405 10,000 0 52,405

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    THE MELVILLE CHARITABLE TRUST INC
    EIN:
    46-1670702
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CORPORATE BONDS- PIMCO INCOME CLASS 6,439,232 6,439,232
    CORPORATE BONDS - PGIM HIGH YIELD FUND CLASS Z #408 4,703,773 4,703,773

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    THE MELVILLE CHARITABLE TRUST INC
    EIN:
    46-1670702
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ARROWSTREET INTL EQUITY EAFE TRUST FUND 16,634,595 16,634,595
    PRUDENTIAL CORE FIXED INCOME 7,572,828 7,572,828
    PRUDENTIAL FIXED INCOME EMERGING MARKET DEBT 7,591,077 7,591,077
    WELLINGTON TRUST CO NATL ASSOC. MULTIPLE COMMON TRUST 8,469,155 8,469,155
    ARTISAN INTERNATIONAL FUND #661 5,746,409 5,746,409
    ARTISAN INTERNATIONAL VALUE FUND #1466 6,131,572 6,131,572
    FIDELITY 500 INDEX FUND CLASS AI #2328 25,061,725 25,061,725
    INVESCO GLOBAL TARGETED RETURNS FUND CLASS Y #8649 402,283 402,283
    BLACKROCK ADVANTAGE EMERGING MARKETS FUND CLASS K #2015 8,436,252 8,436,252

    TY 2021 InvestmentsOtherSchedule2
    Name:
    THE MELVILLE CHARITABLE TRUST INC
    EIN:
    46-1670702
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ANCHORAGE STRUCTURED CREDIT FUND FMV 3,747,482 3,747,482
    COHEN & STEERS SERIES LP COHEN & STEERS PREFERRED SECURITIES FUND FMV 9,138,998 9,138,998
    DYAL IV OFFSHORE INVESTORS LP FMV 4,419,866 4,419,866
    HILDENE OPPORTUNITIES OFFSHORE FUND II LTD FMV 10,532,781 10,532,781
    PRIMA MORTGAGE INVESTMENT TRUST LLC FMV 8,340,330 8,340,330
    PRIVATE EQUITY PARTNERS IX OFFSHORE LP FMV 731,160 731,160
    SABA CAPITAL CEF OPPORTUNITIES 1 OFFSHORE LTD FMV 3,332,580 3,332,580
    WARBURG PINCUS GLOBAL GROWTH L.P FMV 3,341,175 3,341,175
    WHITEHORSE LIQUIDITY PARTNERS II LP FMV 6,204,603 6,204,603
    ARES PATHFINDER FUND (OFFSHORE) LP FMV 1,455,035 1,455,035
    H.I.G. MIDDLE MARKET LBO FUND III LP FMV 248,227 248,227
    ROSE AFFORDABLE HOUSING PRESERVATION FUND V REIT LP FMV 1,149,398 1,149,398
    SCULPTOR REAL ESTATE PARALLEL FUND B, IV KP FMV 341,387 341,387
    HELLMAN & FRIEDMAN CAPITAL PARTNERS X L.P. FMV 297,816 297,816
    PACIFIC ASSET MANAGEMENT BANK LOAN FUND LP FMV 4,693,827 4,693,827

    TY 2021 OtherAssetsSchedule
    Name:
    THE MELVILLE CHARITABLE TRUST INC
    EIN:
    46-1670702
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    OTHER ASSETS 62,665 71,965 71,965


    TY 2021 OtherExpensesSchedule
    Name:
    THE MELVILLE CHARITABLE TRUST INC
    EIN:
    46-1670702
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INSURANCE 15,876 0 2,500 13,376
    OTHER EXPENSES 22,810 0 0 22,810
    MEMBERSHIP DUES 32,320 0 0 32,320
    EXCESS CHARITABLE PROGRAM EXPENSES 0 0 -401,863 401,863
    LYCEUM OTHER EXPENSES 368,544 0 368,544 0
    FIREBOX OTHER EXPENSES 126,611 0 126,611 0
    DEPRECIATION RECLASS FOR FIREBOX & LYCEUM -128,344 0 -104,562 -104,562


    TY 2021 OtherIncomeSchedule2
    Name:
    THE MELVILLE CHARITABLE TRUST INC
    EIN:
    46-1670702
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INCOME 25,000   25,000
    DEVELOPER FEE 29,019   29,019


    TY 2021 OtherIncreasesSchedule
    Name:
    THE MELVILLE CHARITABLE TRUST INC
    EIN:
    46-1670702
    Description Amount
    UNREALIZED GAIN ON INVESTMENTS 11,151,164


    TY 2021 OtherLiabilitiesSchedule
    Name:
    THE MELVILLE CHARITABLE TRUST INC
    EIN:
    46-1670702
    Description Beginning of Year - Book Value End of Year - Book Value
    DEFERRED EXCISE TAXES 210,615 365,615


    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2021 OtherNotesLoansRcvblLongSch
    Name:
    THE MELVILLE CHARITABLE TRUST INC
    EIN:
    46-1670702

    Borrower's Name Relationship to Insider Original Amount of Loan Balance Due Date of Note Maturity Date Repayment Terms Interest Rate Security Provided by Borrower Purpose of Loan Description of Lender Consideration Consideration FMV
    CAPITAL FOR CHANGE NONE 105,000 105,000 2013-10 2023-11   300.0000000000 % UNSECURED COMMUNITY LOAN POOL - BELOW MKT RATE LOANS (5 YR EXT)   0
    NEIGHBORWORKS NEW HORIZONS NONE 300,000 300,000 2019-07 2022-07   0 % UNSECURED ACQUISITION & PREDEVELOPMENT ACTIVITIES   0
    BILLINGS FORGE LP NONE 2,108,500 2,108,500 2015-11 2055-11   257.0000000000 % UNSECURED NOTE RECEIVED AS PART OF SALE OF PROPERTY   0

    TY 2021 OtherProfessionalFeesSchedule
    Name:
    THE MELVILLE CHARITABLE TRUST INC
    EIN:
    46-1670702
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 431,077 431,077 0 0
    OTHER PROFESSIONAL FEES 559,486 0 0 559,486


    TY 2021 TaxesSchedule
    Name:
    THE MELVILLE CHARITABLE TRUST INC
    EIN:
    46-1670702
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL TAXES 61,470 0 0 61,470
    FEDERAL EXCISE TAXES 271,300 0 0 0
    TAXES 21,732 0 0 0