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 06-01-2021 , and ending 05-31-2022
Name of foundation
JEAN AND JULIEN LEVY FOUNDATION FOR THE
ARTS INC
Number and street (or P.O. box number if mail is not delivered to street address)24 POND BROOK ROAD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEWTOWN, CT064701019
A Employer identification number

22-2647001
B Telephone number (see instructions)

(203) 426-3605
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$1,972,413J 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 7 7  
4 Dividends and interest from securities... 42,210 42,210  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 335,736
b Gross sales price for all assets on line 6a 1,150,284
7 Capital gain net income (from Part IV, line 2)... 335,736
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 91 91  
12 Total. Add lines 1 through 11........ 378,044 378,044  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 60,060 0   57,057
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 6,845 0   0
c Other professional fees (attach schedule).... Click to see attachment 19,742 19,742   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 2,376 34   0
19 Depreciation (attach schedule) and depletion... 516 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 23,520 0   22,466
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 113,059 19,776   79,523
25 Contributions, gifts, grants paid....... 35,000 35,000
26 Total expenses and disbursements. Add lines 24 and 25 148,059 19,776   114,523
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 229,985
b Net investment income (if negative, enter -0-) 358,268
c Adjusted net income (if negative, enter -0-)...  
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............. 6,583 6,480 6,480
2 Savings and temporary cash investments......... 75,621 109,212 109,212
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 266,659 Click to see attachment442,944 419,243
b Investments—corporate stock (attach schedule)....... 524,669 Click to see attachment708,357 987,318
c Investments—corporate bonds (attach schedule)....... 438,179 Click to see attachment363,653 338,201
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 184,605 Click to see attachment96,172 110,209
14 Land, buildings, and equipment: basis bullet3,129
Less: accumulated depreciation (attach schedule) bullet2,440 1,205 Click to see attachment689 750
15 Other assets (describe bullet) Click to see attachment2,500 Click to see attachment2,500 Click to see attachment1,000
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,500,021 1,730,007 1,972,413
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment46 Click to see attachment47
23 Total liabilities (add lines 17 through 22)......... 46 47
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 1,499,975 1,729,960
29 Total net assets or fund balances (see instructions)..... 1,499,975 1,729,960
30 Total liabilities and net assets/fund balances (see instructions). 1,500,021 1,730,007
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
1,499,975
2
Enter amount from Part I, line 27a .....................
2
229,985
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
1,729,960
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
1,729,960
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 PFIZER P 2012-10-16 2021-11-03
b AMPHENOL CORP P 2007-07-03 2021-11-03
c NEXTERA ENERGY INC P 2013-10-10 2021-08-25
d PFIZER P 2012-10-16 2021-08-25
e WALMART INC P 2012-06-13 2021-08-25
ADP P 2014-10-01 2021-10-13
BANK OF AMERICA COPR 2.503% P 2019-08-12 2021-10-21
PESICO INC 3.1% P 2020-06-17 2022-05-17
KYNDRYL HLDG INC P 2007-07-03 2021-12-07
AMPHENOL CORP P 2007-07-03 2022-01-06
AMPHENOL CORP P 2007-07-03 2022-01-06
HOME DEPOT INC P 2017-08-24 2022-01-06
FORTIVE CORP P 2017-08-24 2022-01-06
FORTIVE CORP P 2007-07-03 2022-01-06
APPLE COMPUTER INC P 2010-09-30 2022-01-06
INTEL CORP P 2010-08-06 2022-01-06
MICROSOFT CORP P 2017-08-24 2022-01-06
ADP P 2014-10-01 2022-01-06
APPLE COMPUTER INC P 2010-09-30 2022-04-01
MICROSOFT CORP P 2017-08-24 2022-04-01
BRISTOL MYERS SQUIBB CO P 2011-10-05 2022-04-01
APPLE COMPUTER INC P 2010-09-30 2021-06-14
MICROSOFT CORP P 2017-08-24 2021-06-14
HOME DEPOT INC P 2017-08-24 2021-06-14
NEXTERA ENERGY INC P 2013-10-10 2021-06-14
NEXTERA ENERGY INC P 2013-10-10 2021-08-16
APPLE COMPUTER INC P 2010-09-30 2021-08-16
OAKMARK INTL I P 2020-12-11 2021-10-25
WCM FOC INTL GRW I P 2020-12-10 2021-10-25
PEAR POLRS FGN VAL I P 2018-01-16 2021-10-25
COMCAST CORP P 2018-04-12 2021-06-24
BAC MTN P 2016-12-15 2021-07-13
FNMA NOTE P 2020-06-18 2021-08-17
UST NOTE P 2017-05-05 2021-09-20
PIA MBS BD MACS P 2020-10-01 2021-11-09
UST NOTE P 2020-11-01 2021-12-14
UST NOTE P 2019-01-23 2022-02-11
PIA MBS BS MACS P 2020-09-16 2022-02-03
UST NOTE P 2019-03-26 2022-04-28
WAL-MART NOTE P 2019-08-06 2022-04-19
AT&T INC P 2020-07-27 2022-05-11
EQUINIX INC P 2013-09-05 2021-06-29
NVIDIA CORP P 2021-03-25 2021-06-18
NVIDIA CORP P 2016-09-16 2021-06-22
ADOBE INC P 2021-03-25 2021-07-14
ALIGN TECHNOLOGY INC P 2019-04-02 2021-07-14
AMERICAN TOWER CORP NEW P 2007-07-03 2021-07-14
CME GROUP INC CL A P 2021-03-08 2021-07-14
CHIPOTLE MEICAN GRILL A P 2021-03-26 2021-07-14
DANAHER CORP P 2020-10-29 2021-07-14
ESTEE LAUDER CO INC P 2018-12-03 2021-07-14
FACEBOOK INC A P 2019-02-08 2021-07-14
ILLUMINA INC P 2020-09-21 2021-07-14
INTUIT INC P 2019-08-12 2021-07-14
INTUITIVE SURGICAL NEW P 2010-10-28 2021-07-14
MATCH GROUP INC NEW P 2021-02-24 2021-07-14
MICROSOFT CORP P 2020-09-21 2021-07-14
NVIDIA CORP P 2016-09-16 2021-07-14
NETFLIX INC P 2021-01-22 2021-07-14
NIKE INC B P 2014-10-22 2021-07-14
PAYPAL HLDGS INC P 2016-02-05 2021-07-14
S&P GLOBAL INC P 2020-10-29 2021-07-14
SNAP INC CL A P 2021-05-14 2021-07-14
IHS MARKIT LTD P 2016-07-13 2021-07-14
VISA INC CL A P 2021-02-02 2021-07-14
INTUIT INC P 2019-08-12 2021-08-24
NVIDIA CORP P 2021-07-19 2021-09-01
AMAZON.COM INC P 2010-07-29 2021-10-19
NVIDIA CORP P 2016-09-16 2021-10-19
INTUIT INC P 2019-08-12 2021-11-15
NVIDIA CORP P 2016-09-16 2021-11-05
NVIDIA CORP P 2016-09-16 2021-11-12
NVIDIA CORP P 2016-09-16 2021-11-18
INTUITIVE SURGICAL NEW P 2010-10-28 2021-12-01
MICROSOFT CORP P 2020-09-21 2021-12-31
IHS MARKIT LTD P 2016-07-13 2021-12-31
ORGANON & CO P 2015-02-18 2021-06-08
EDISON INTL P 2020-03-04 2021-07-14
LAM RESEARCH CORPORATION P 2020-07-30 2021-08-11
LAM RESEARCH CORPORATION P 2020-03-18 2021-08-12
T MOBILE US INC P 2020-03-04 2021-10-21
AMERN EXPRESS CO P 2020-12-07 2021-11-12
CAPITAL ONE FINL CORP P 2021-01-07 2021-11-12
COMCAST CORP P 2018-07-19 2021-11-12
HONEYWELL INTL INC P 2009-07-13 2021-11-24
ADOBE INC P 2021-03-25 2022-01-31
AIR PDTS & CHEMICALS INC P 2020-11-19 2022-01-31
ALIGN TECHNOLOGY INC P 2019-09-06 2022-01-31
AMERN EXPRESS CO P 2020-12-07 2022-01-31
AMERICAN TOWER CORP NEW P 2021-07-19 2022-01-31
AMGEN INC P 2015-02-18 2022-01-31
ANTHEM INC P 2016-05-02 2022-01-31
BNY MELLON CORP P 2020-10-07 2022-01-31
BERKSHIRE HATHAWAY B NEW P 2019-06-06 2022-01-31
CME GROUP INC CL A P 2021-11-05 2022-01-31
CAPITAL ONE FINL CORP P 2021-01-07 2022-01-31
CHARTER COMMNS INC NEW A P 2016-06-01 2022-01-31
CHEVRON CORP P 2021-01-19 2022-01-31
CHIPOTLE MEICAN GRILL A P 2021-03-26 2022-01-31
CISCO SYSTEMS INC P 2021-08-12 2022-01-31
COMCAST CORP A NEW P 2018-07-19 2022-01-31
CONOCOPHILLIPS P 2021-01-19 2022-01-31
DEERE & CO P 2019-12-12 2022-01-31
DISH NETWORK CORP A P 2020-08-03 2022-01-31
EDISON INTL P 2020-11-10 2022-01-31
EQUINIX INC P 2013-09-05 2022-01-31
ESTEE LAUDER CO INC P 2019-01-16 2022-01-31
EXPEDIA GROUP INC P 2021-02-10 2022-01-31
META PLATFORMS INC A P 2021-07-19 2022-01-31
HONEYWELL INTL INC P 2009-07-13 2022-01-31
ILLINOIS TOOL WORKS INC P 2016-05-02 2022-01-31
ILLUMINA INC P 2021-12-01 2022-01-31
INTEL CORP P 2022-01-10 2022-01-31
INTUIT INC P 2020-03-27 2022-01-31
INTUITIVE SURGICAL NEW P 2010-10-28 2022-01-31
JOHNSON & JOHNSON P 2020-02-24 2022-01-31
MARSH & MCLENNAN COS INC P 2016-05-02 2022-01-31
MARTIN MARIETTA MTLS INC P 2016-05-02 2022-01-31
MATCH GROUP INC NEW P 2021-10-19 2022-01-31
MERCK & COMPANY INC NEW P 2016-05-02 2022-01-31
MOTOROLA SOLUTIONS INC P 2016-05-02 2022-01-31
NETFLIX INC P 2021-12-31 2022-01-31
NIKE INC B P 2021-07-19 2022-01-31
NORTHROP GRUMMAN CORP P 2020-11-24 2022-01-31
ORACLE CORP P 2018-06-26 2022-01-31
OTIS WORLDWIDE CORP P 2020-04-21 2022-01-31
PPG INDUSTRIES INC P 2021-10-21 2022-01-31
PAYPAL HLDGS INC P 2021-12-31 2022-01-31
PEPSICO INC P 2020-04-22 2022-01-31
PROGRESSIVE CORP OH P 2016-11-04 2022-01-31
QUALCOM INC P 2021-06-25 2022-01-10
RAYTHEON TECHS CORP P 2020-11-24 2022-01-31
S&P GLOBAL INC P 2021-07-19 2022-01-31
SCHWAB CHARLES CORP NEW P 2021-02-17 2022-01-31
SEMPRA P 2021-06-29 2022-01-31
SNAP INC CL A P 2021-12-31 2022-01-31
TC ENERGY CORP P 2021-01-19 2022-01-31
TE CONNECTIVITY LTD P 2021-01-07 2022-01-31
TJX COS INC NEW P 2021-04-14 2022-01-31
T MOBILE US INC P 2020-03-11 2022-01-10
TRAVELERS COS INC P 2016-05-02 2022-01-31
UPS INC B P 2018-12-26 2022-01-31
UNITEDHEALTH GROUP INC P 2021-07-13 2022-01-31
VERTIV HLDGS LLC A P 2021-03-26 2022-01-31
VISA INC CL A P 2021-11-24 2022-01-31
META PLATFORMS INC A P 2020-03-27 2022-02-15
NIKE INC B P 2014-10-22 2022-02-28
STARBUCKS CORP P 2022-02-01 2022-02-28
ADOBE INC P 2018-10-12 2022-03-15
APPLE INC P 2022-02-01 2022-03-15
D R HORTON INC P 2022-02-01 2022-03-15
ROCKWELL AUTOMATION INC P 2022-02-01 2022-03-15
BANK AMERICA CORP P 2022-02-01 2022-04-14
BLACKROCK INC P 2022-02-01 2022-04-14
EDWARDS LIFESCIENCES P 2022-02-01 2022-04-29
JPMORGAN CHASE & CO P 2022-02-01 2022-04-14
KEYSIGHT TECHS INC P 2022-02-01 2022-04-29
OSHKOSH CORP P 2022-02-01 2022-04-08
OSHKOSH CORP P 2022-02-01 2022-04-11
VEEVA SYS INC CL A P 2022-02-01 2022-04-08
VEEVA SYS INC CL A P 2022-02-01 2022-04-11
ZOETIS INC CL A P 2022-02-01 2022-04-14
ZOETIS INC CL A P 2022-02-01 2022-04-18
AMAZON.COM INC P 2022-02-01 2022-05-31
CATERPILLAR INC P 2022-03-15 2022-05-31
EDWARDS LIFESCIENCES P 2022-02-01 2022-05-02
KEYSIGHT TECHS INC P 2022-02-01 2022-05-02
NVIDIA CORP P 2022-02-01 2022-05-13
ROCKWELL AUTOMATION INC P 2022-02-01 2022-05-13
UNION PACIFIC CORP P 2022-02-01 2022-05-31
NXP SEMICONDUCTORS NV P 2021-02-10 2022-01-31
US BANCORP DE NEW P 2016-05-02 2022-01-31
OAKMARK INTL I P 2020-09-01 2021-10-25
PRIN MDCP I P 2020-12-14 2021-10-25
PRIN MDCP I P 2012-08-22 2021-10-25
UST NOTE P 2017-07-07 2021-09-20
NVIDIA CORP P 2016-09-16 2021-06-18
NVIDIA CORP P 2016-09-16 2021-09-01
ADOBE INC P 2018-10-12 2022-01-31
AMERICAN TOWER CORP NEW P 2016-05-02 2022-01-31
CME GROUP INC CL A P 2020-09-22 2022-01-31
CHIPOTLE MEICAN GRILL A P 2020-11-18 2022-01-31
META PLATFORMS INC A P 2020-03-27 2022-01-31
ILLUMINA INC P 2020-09-21 2022-01-31
NETFLIX INC P 2021-01-22 2022-01-31
NIKE INC B P 2014-10-22 2022-01-31
PPG INDUSTRIES INC P 2020-02-24 2022-01-31
PAYPAL HLDGS INC P 2016-02-05 2022-01-31
QUALCOM INC P 2020-10-06 2022-01-10
S&P GLOBAL INC P 2016-01-06 2022-01-31
SCHWAB CHARLES CORP NEW P 2018-12-26 2022-01-31
SEMPRA P 2021-01-14 2022-01-31
SNAP INC CL A P 2020-05-26 2022-01-31
UNITEDHEALTH GROUP INC P 2016-05-02 2022-01-31
VERTIV HLDGS LLC A P 2020-08-26 2022-01-31
VISA INC CL A P 2008-10-31 2022-01-31
BANK OF AMERICA CORP. P 2020-05-27 2022-04-14
MISC. PERSONAL PROPERTY D   2021-07-07
3 PIECES OF ARTWORK D   2021-11-07
5 PIECES OF ARTWORK D   2021-08-25
(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 4,347   2,448 1,899
b 1,912   224 1,688
c 2,134   505 1,629
d 1,238   612 626
e 7,545   3,364 4,181
5,113   1,791 3,322
50,000   50,425 -425
50,000   52,815 -2,815
263   381 -118
519   54 465
1,644   170 1,474
4,097   1,490 2,607
3,702   1,957 1,745
7,404   1,135 6,269
9,070   509 8,561
7,912   3,079 4,833
6,586   1,453 5,133
6,148   1,791 4,357
3,553   203 3,350
3,145   726 2,419
1,463   643 820
3,159   254 2,905
1,282   363 919
1,533   745 788
3,636   1,010 2,626
4,142   1,010 3,132
3,712   254 3,458
157   136 21
109   90 19
999   943 56
15,934   14,827 1,107
15,640   14,952 688
20,634   20,621 13
14,277   13,911 366
26,717   27,016 -299
16,249   15,920 329
26,144   25,738 406
14,190   15,110 -920
25,054   25,089 -35
16,036   16,305 -269
15,079   15,979 -900
3,190   706 2,484
2,292   1,495 797
2,257   188 2,069
1,217   897 320
636   289 347
844   129 715
839   848 -9
1,607   1,431 176
552   460 92
648   300 348
349   166 183
464   276 188
1,013   545 468
954   87 867
802   795 7
847   603 244
795   62 733
1,103   1,142 -39
648   183 465
1,202   145 1,057
817   650 167
759   634 125
112   33 79
737   612 125
2,211   1,091 1,120
903   751 152
3,442   118 3,324
2,223   157 2,066
2,495   1,091 1,404
2,407   125 2,282
3,911   204 3,707
966   47 919
2,283   203 2,080
2,023   1,195 828
3,323   822 2,501
130   119 11
2,395   3,061 -666
3,627   1,737 1,890
2,920   1,103 1,817
939   740 199
1,260   1,009 251
933   665 268
1,340   875 465
1,920   262 1,658
1,057   1,049 8
7,041   4,209 2,832
14,221   7,038 7,183
11,591   3,756 7,835
250   279 -29
3,406   2,324 1,082
6,622   2,102 4,520
5,144   3,374 1,770
5,322   3,402 1,920
2,052   1,960 92
4,695   3,083 1,612
5,326   2,011 3,315
6,832   3,950 2,882
1,464   1,431 33
8,275   7,934 341
6,582   4,475 2,107
11,517   5,698 5,819
10,883   4,310 6,573
6,782   9,165 -2,383
5,330   4,819 511
11,536   2,823 8,713
13,654   6,356 7,298
8,549   6,713 1,836
310   337 -27
4,468   641 3,827
6,522   2,938 3,584
5,879   7,047 -1,168
4,012   4,483 -471
17,077   8,014 9,063
13,247   1,361 11,886
6,031   4,169 1,862
4,756   1,969 2,787
4,244   1,894 2,350
12,135   16,466 -4,331
3,585   2,382 1,203
7,613   2,504 5,109
3,386   4,469 -1,083
147   157 -10
5,548   5,178 370
3,794   2,186 1,608
3,996   2,494 1,502
1,708   1,805 -97
5,629   6,772 -1,143
4,154   2,949 1,205
4,650   1,386 3,264
1,753   1,382 371
10,645   7,781 2,864
412   407 5
2,621   1,829 792
1,375   1,335 40
5,295   8,437 -3,142
4,928   4,725 203
11,570   5,718 5,852
4,736   4,591 145
2,959   2,509 450
4,146   2,778 1,368
7,077   3,825 3,252
2,832   2,509 323
1,688   1,622 66
11,888   11,277 611
9,498   4,001 5,497
7,882   2,649 5,233
8,862   9,461 -599
10,393   5,734 4,659
7,662   8,632 -970
9,570   11,111 -1,541
3,133   3,416 -283
2,938   3,641 -703
2,776   3,294 -518
5,778   5,824 -46
3,007   3,606 -599
2,407   2,831 -424
1,987   2,383 -396
6,517   7,829 -1,312
3,405   3,955 -550
3,464   4,187 -723
5,472   5,703 -231
6,612   7,080 -468
4,779   5,948 -1,169
2,381   2,372 9
7,021   7,226 -205
5,894   6,995 -1,101
4,764   6,499 -1,735
9,589   13,378 -3,789
5,070   5,638 -568
3,845   3,551 294
3,892   2,877 1,015
1,981   1,440 541
135   106 29
429   146 283
2,040   1,987 53
764   63 701
1,354   94 1,260
2,644   1,238 1,406
20,971   4,436 16,535
13,451   5,660 7,791
10,245   9,094 1,151
3,104   1,592 1,512
13,833   1,972 11,861
10,158   4,955 5,203
5,450   1,690 3,760
3,881   2,731 1,150
12,964   2,755 10,209
877   605 272
824   189 635
5,503   2,478 3,025
10,317   8,405 1,912
10,141   5,786 4,355
5,664   1,579 4,085
3,762   3,072 690
19,962   1,199 18,763
527   377 150
1,570   235 1,335
11,250   1,413 9,837
4,125   744 3,381
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       1,899
b       1,688
c       1,629
d       626
e       4,181
      3,322
      -425
      -2,815
      -118
      465
      1,474
      2,607
      1,745
      6,269
      8,561
      4,833
      5,133
      4,357
      3,350
      2,419
      820
      2,905
      919
      788
      2,626
      3,132
      3,458
      21
      19
      56
      1,107
      688
      13
      366
      -299
      329
      406
      -920
      -35
      -269
      -900
      2,484
      797
      2,069
      320
      347
      715
      -9
      176
      92
      348
      183
      188
      468
      867
      7
      244
      733
      -39
      465
      1,057
      167
      125
      79
      125
      1,120
      152
      3,324
      2,066
      1,404
      2,282
      3,707
      919
      2,080
      828
      2,501
      11
      -666
      1,890
      1,817
      199
      251
      268
      465
      1,658
      8
      2,832
      7,183
      7,835
      -29
      1,082
      4,520
      1,770
      1,920
      92
      1,612
      3,315
      2,882
      33
      341
      2,107
      5,819
      6,573
      -2,383
      511
      8,713
      7,298
      1,836
      -27
      3,827
      3,584
      -1,168
      -471
      9,063
      11,886
      1,862
      2,787
      2,350
      -4,331
      1,203
      5,109
      -1,083
      -10
      370
      1,608
      1,502
      -97
      -1,143
      1,205
      3,264
      371
      2,864
      5
      792
      40
      -3,142
      203
      5,852
      145
      450
      1,368
      3,252
      323
      66
      611
      5,497
      5,233
      -599
      4,659
      -970
      -1,541
      -283
      -703
      -518
      -46
      -599
      -424
      -396
      -1,312
      -550
      -723
      -231
      -468
      -1,169
      9
      -205
      -1,101
      -1,735
      -3,789
      -568
      294
      1,015
      541
      29
      283
      53
      701
      1,260
      1,406
      16,535
      7,791
      1,151
      1,512
      11,861
      5,203
      3,760
      1,150
      10,209
      272
      635
      3,025
      1,912
      4,355
      4,085
      690
      18,763
      150
      1,335
      9,837
      3,381
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 2 335,736
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  
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 4,980
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 4,980
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 73
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 73
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 44
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 4,951
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet   RefundedBullet 11  
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. Click to see attachment...............................
    10
    Yes
     
    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 addressbulletN/A
    14
    The books are in care ofbulletMARIE DIFILIPPANTONIO Telephone no.bullet (203) 426-3605

    Located atbullet24 POND BROOK ROADNEWTOWNCT ZIP+4bullet064701019
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 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)
     
    No
    (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
    JOHN R FARRON TRUSTEE
    0.25     		0 0 0
    24 POND BROOK ROAD
    NEWTOWN,CT064701019
    MILES BORZILLERI TRUSTEE, TREASURER
    0.50     		0 0 0
    24 POND BROOK ROAD
    NEWTOWN,CT064701019
    MARIE DIFILIPPANTONIO SECRETARY
    40.00     		60,060 0 0
    24 POND BROOK ROAD
    NEWTOWN,CT064701019
    ERIC W STROM CHAIRMAN OF THE BOARD
    0.25     		0 0 0
    24 POND BROOK ROAD
    NEWTOWN,CT064701019
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (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
    NONE
    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  
    2  
    3  
    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
    2,126,681
    b
    Average of monthly cash balances.......................
    1b
    77,305
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,203,986
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    2,203,986
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    33,060
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    2,170,926
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    108,546
    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
    108,546
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    4,980
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    4,980
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    103,566
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    103,566
    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
    103,566
    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 7 103,566
    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...... 14,021
    b From 2017...... 12,205
    c From 2018...... 57,617
    d From 2019...... 18,173
    e From 2020...... 20,374
    f Total of lines 3a through e ........ 122,390
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 114,523
    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..... 103,566
    e Remaining amount distributed out of corpus 10,957
    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 5 133,347
    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) ...     		14,021
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		119,326
    10 Analysis of line 9:
    a Excess from 2017.... 12,205
    b Excess from 2018.... 57,617
    c Excess from 2019.... 18,173
    d Excess from 2020.... 20,374
    e Excess from 2021.... 10,957
    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:
    MARIE DIFILIPPANTONIO THE JL FOUNDA
    24 POND BROOK ROAD
    NEWTOWN,CT064701019
    (203) 426-3605
    bThe form in which applications should be submitted and information and materials they should include:
    REQUEST APPLICATION FORM, SPECIFY INTENDED ACTIVITY/TOPIC, QUALIFICATIONS
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    GRANTS ARE LIMITED TO THOSE ACTIVE IN THE ARTS FOR THE PURPOSE OF CONDUCTING LECTURES, SEMINARS AND THE LIKE.
    Form 990-PF (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
    AFTER SCHOOL ARTS PROGRAM
    PO BOX 15
    WASHINGTON DEPOT,CT06794     		N/A PUBLIC ARTIST FEES FOR WORKSHOPS & FIELD TRIPS,SUPPLIES & TRANSPORTATION 17,000
    LITCHFIELD PERFORMING ARTS INC
    PO BOX 69
    LITCHFIELD,CT06759     		N/A PUBLIC SUPPORT JAZZ CAMPS 5,000
    PILOBOLUS EDUCATION FUND
    18 EAST 16TH STREET SUITE 308
    NEW YORK,NY10003     		N/A PUBLIC SUPPORT,PRESERVATION & GROWTH OF THE EDUCATIONAL INITIATIVES 13,000
    Total .................................bullet 3a 35,000
    bApproved for future payment
    Total .................................bullet 3b 0
    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 ...........     		    14 7  
    4 Dividends and interest from securities ....          
    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 ............     		    18 335,736  
    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) .. 0 378,044 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    378,044
    (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.)
    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:
    JEAN AND JULIEN LEVY FOUNDATION FOR THE
     
    ARTS INC
    EIN:
    22-2647001
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 6,845 0   0

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    JEAN AND JULIEN LEVY FOUNDATION FOR THE
     
    ARTS INC
    EIN:
    22-2647001
    Name of Bond End of Year Book Value End of Year Fair Market Value
    16,000 NORTHROP GRUMMAN CORP 2.930% DUE 01/15/25 16,259 15,893
    15,000 WELLS FARGO & CO NOTE 3.000% DUE 2/19/25 15,138 14,869
    15,000 CVS HEALTH CORP 4.100% DUE 03/25/25 15,992 15,298
    15,000 GOLDMAN SACHS GROUP INC 3.750% DUE 05/22/25 15,437 15,104
    15,000 JPMORGAN CHASE & CO NOTE 3.200% DUE 6/15/26 16,207 14,808
    15,000 COMCAST CORP NEW NOTE 2.350% DUE 01/15/27 15,560 14,237
    16,000 BANK OF AMERICA NOTE 1.734% DUE 07/22/27 16,131 14,554
    15,000 TRUIST FINL CORP NOTE 1.125% DUE 8/3/27 15,020 13,175
    17,000 AT&T INC NOTE 1.650% DUE 02/01/28 14,916 15,056
    16,000 WALMART INC NOTE 1.500% DUE 09/22/28 14,312 14,269
    PIA BOND FUND 5365.573 SHRS 51,811 46,144
    50,000 FL POWER & LIGHT 3.125$ 12/1/25 54,227 49,987
    50,000 UNILEVER CAP CORP 3.25% 3/7/24 54,545 50,401
    30,000 VF CORPORATION 2.4% 4/23/25 31,779 29,176
    15,000 VERIZON COMM INC 3.5% 11/1/24 16,319 15,230

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    JEAN AND JULIEN LEVY FOUNDATION FOR THE
     
    ARTS INC
    EIN:
    22-2647001
    Name of Stock End of Year Book Value End of Year Fair Market Value
    10 ALPHABET INC 26,970 22,808
    6 AMAZON.COM INC 9,276 14,425
    22 AMERICAN TOWER CORP CL A 5,082 5,635
    62 AMERISOURCEBERGEN CORP 9,361 9,597
    129 AMPHENOL CORP 10,119 9,141
    202 APPLE INC 32,435 30,066
    341 BANK AMERICA CORP 7,976 12,685
    141 BATH & BODY WORKS INC 7,808 5,784
    BLACKROCK INC 16 SHRS 13,176 10,705
    CATERPILLAR INC 61 SHRS 12,501 13,167
    CHIPOTLE MEXICAN GRILL 5 SHRS 7,560 7,013
    CHUBB LTD 75 SHRS 15,036 15,847
    COCA-COLA CO 123 SHRS 8,021 7,796
    CONSTELLATION BRANDS INC 48 SHRS 11,250 11,782
    CORNING INC 231 SRS 9,695 8,274
    COSTCO WHOLESALE CORP 35 SHRS 17,603 16,318
    DANAHER CORP 54 SHRS 12,315 14,246
    DIAGEO PLC 29 SHRS 6,071 5,422
    EOG RESOURCES INC 177 SHRS 20,291 24,242
    GENERAC HOLDINGS 46 SHRS 12,905 11,366
    HCA HEALTHCARE INC 54 SHRS 12,856 11,362
    HOME DEPOT 37 SHRS 9,565 11,202
    IQVIA HOLDINGS 50 SHRS 12,137 10,762
    JPMORGAN CHASE 98 SHRS 6,949 12,958
    MASTERCARD INC 37 SHRS 14,505 13,241
    MEREK & CO 173 SHRS 15,167 15,921
    METLIFE INC 195 SHRS 13,354 13,141
    MICROSOFT CORP 135 SHRS 29,783 36,702
    MORGAN STANLEY 104 SHRS 10,732 8,959
    MOSAIC CO 104 SHRS 6,568 6,516
    NVIDIA CORP 77 SHRS 2,330 14,377
    PAYCHEX INC 105 SHRS 12,824 13,002
    PIONEER NATURAL RES. 60 SHRS 13,343 16,676
    QUALCOMM INC 72 SHRS 11,447 10,312
    RELIANCE STEEL & ALUM. 39 SHRS 7,339 7,582
    S&P GLOBAL INC 33 SHRS 2,804 11,533
    SALESFORCE INC 50 SHRS 11,371 8,012
    SERVICENOW INC 16 SHRS 9,312 7,480
    SOUTHWEST AIRLINES 145 SHRS 6,666 6,650
    THERMO FISHER SCI. 20 SHRS 11,619 11,351
    TRACTOR SUPPLY CO 75 SHRS 16,698 14,052
    UNION PACIFIC 43 SHRS 10,541 9,450
    UNITEDHEALTH GROUP 28 SHRS 14,909 13,910
    WALMART INC 54 SHRS 8,305 6,946
    WARNER BROS DISCOVERY 385 SHRS 10,882 7,103
    180 APPLE COMPUTER INC 1,831 26,791
    125 ABBVIE INC 3,401 18,421
    150 ABBOTT LABORATORIES 3,763 17,619
    100 AUTOMATIC DATA PROCESSING 7,164 22,294
    400 AMPHENOL CORPORATION 3,581 28,344
    200 BANK OF AMERICA CORP 9,920 7,440
    25 BLACKROCK INC 10,457 16,727
    80 BRISTOL MYERS SQUIBB 2,571 6,036
    135 COMCAST CORP 7,678 5,978
    150 CVS HEALTH CORPORATION 5,492 14,513
    20 DANAHER CORPORATION 5,150 5,276
    70 HOME DEPOT INC 10,429 21,192
    75 INTERNATIONAL BUSINESS MACHS 7,641 10,413
    300 INTEL CORP 6,158 13,326
    75 ILLINOIS TOOL WORKS INC 4,185 15,605
    150 JPMORGAN CHASE & CO 5,545 19,835
    35 LOCKHEED MARTIN CORP 9,516 15,404
    100 MCDONALDS CORP 9,397 25,221
    90 MICROSOFT CORP 6,536 24,468
    275 NEXTERA ENERGY 5,554 20,815
    200 PFIZER INC 5,603 10,608
    150 PROCTER & GAMBLE CO 9,291 22,182
    75 PNC FINANCIAL SERVICES GROUP 6,834 13,156
    100 UNITED PARCEL SERVICE 7,645 18,225
    250 V F CORPORATION 5,466 12,615
    150 WALMART STORES INC 10,092 19,295

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    JEAN AND JULIEN LEVY FOUNDATION FOR THE
     
    ARTS INC
    EIN:
    22-2647001
    US Government Securities - End of Year Book Value:

    297,606
    US Government Securities - End of Year Fair Market Value:

    285,579
    State & Local Government Securities - End of Year Book Value:


    145,338
    State & Local Government Securities - End of Year Fair Market Value:


    133,664


    TY 2021 InvestmentsOtherSchedule2
    Name:
    JEAN AND JULIEN LEVY FOUNDATION FOR THE
     
    ARTS INC
    EIN:
    22-2647001
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    909.879 OAKMARK INTL FUND AT COST 16,856 20,581
    953.419 WCM FOCUSED INTL GROWTH AT COST 15,273 18,010
    804.424 MFS INSTL INTL EQUITY FUND AT COST 16,355 21,583
    848.528 NUANCE AT COST 10,209 10,904
    267.067 PARNASSUS MID CAP INSTL CL AT COST 8,231 9,542
    1087.458 PEAR TREE- POLARIS FOREIGN VALUE INSTL CL AT COST 24,391 20,879
    261.823 PRINCIPAL MID CAP INSTL CL AT COST 4,857 8,710

    TY 2021 LandEtcSchedule2
    Name:
    JEAN AND JULIEN LEVY FOUNDATION FOR THE
     
    ARTS INC
    EIN:
    22-2647001
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    EQUIPMENT 548 548 0  
    LAPTOP 2,581 1,892 689 750


    TY 2021 OtherAssetsSchedule
    Name:
    JEAN AND JULIEN LEVY FOUNDATION FOR THE
     
    ARTS INC
    EIN:
    22-2647001
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    PRINTS, CORRESPONDENCE, ETC 2,500 2,500 1,000


    TY 2021 OtherExpensesSchedule
    Name:
    JEAN AND JULIEN LEVY FOUNDATION FOR THE
     
    ARTS INC
    EIN:
    22-2647001
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL TAXES 4,880 0   4,636
    OFFICE SUPPLIES & EXPENSE 1,195 0   1,135
    TRASH REMOVAL 474 0   0
    SECURITY SYSTEM MONITORING 1,094 0   1,039
    BANK CHARGES & MISCELLANEOUS 38 0   0
    RESEARCH MATERIALS 532 0   532
    INSURANCE 307 0   292
    POSTAGE 75 0   71
    MISCELLANEOUS EXPENSE 64 0   0
    BOOK EXPENSES 2,761 0   2,761
    ANNUAL REPORT FEES 100 0   0
    BOOK DESIGN EXPENSES 12,000 0   12,000


    TY 2021 OtherIncomeSchedule2
    Name:
    JEAN AND JULIEN LEVY FOUNDATION FOR THE
     
    ARTS INC
    EIN:
    22-2647001
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    LEGAL SETTLEMENT 91 91 91


    TY 2021 OtherLiabilitiesSchedule
    Name:
    JEAN AND JULIEN LEVY FOUNDATION FOR THE
     
    ARTS INC
    EIN:
    22-2647001
    Description Beginning of Year - Book Value End of Year - Book Value
    PAYROLL TAXES 46 47


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    JEAN AND JULIEN LEVY FOUNDATION FOR THE
     
    ARTS INC
    EIN:
    22-2647001
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES - TSB 7,732 7,732   0
    INVESTMENT FEES - BAIRD 12,010 12,010   0


    TY 2021 SubstantialContributorsSch
    Name:
    JEAN AND JULIEN LEVY FOUNDATION FOR THE
     
    ARTS INC
    EIN:
    22-2647001
    Name Address
    ESTATE OF JEAN LEVY
          		C/O TORRINGTON SAVINGS BANK PO BOX
    478
    TORRINGTON,CT06790


    TY 2021 TaxesSchedule
    Name:
    JEAN AND JULIEN LEVY FOUNDATION FOR THE
     
    ARTS INC
    EIN:
    22-2647001
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX WITHHELD ON DIVIDENDS 34 34   0
    EXCISE TAXES 2,342 0   0