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 07-01-2021 , and ending 06-30-2022
Name of foundation
DALE KUTNICK AND LAURA GORDON KUTNICK FO
 
Number and street (or P.O. box number if mail is not delivered to street address)POBOX 1532 AFT
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PENNINGTON, NJ08534
A Employer identification number

06-1469212
B Telephone number (see instructions)

(888) 866-3275
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$19,031,120J 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) 503,409
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 212,682 206,798  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,700,838
b Gross sales price for all assets on line 6a 4,980,697
7 Capital gain net income (from Part IV, line 2)... 1,700,838
8 Net short-term capital gain......... 0
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 3,759    
12 Total. Add lines 1 through 11........ 2,420,688 1,907,636  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 183,184     183,184
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment 2,500 0 0 2,500
c Other professional fees (attach schedule).... Click to see attachment 95,935 57,561   38,374
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 21,090 4,090   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 3,764     3,764
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 306,473 61,651 0 227,822
25 Contributions, gifts, grants paid....... 797,000 797,000
26 Total expenses and disbursements. Add lines 24 and 25 1,103,473 61,651 0 1,024,822
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,317,215
b Net investment income (if negative, enter -0-) 1,845,985
c Adjusted net income (if negative, enter -0-)... 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............. 3,519 3,694 3,694
2 Savings and temporary cash investments......... 1,396,181 1,366,341 1,366,341
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
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 bullet0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 13,682,639 Click to see attachment13,702,868 16,384,568
c Investments—corporate bonds (attach schedule)....... 311,653 Click to see attachment209,832 200,061
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 797,432 Click to see attachment819,256 1,076,456
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 16,191,424 16,101,991 19,031,120
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 attachment1,341,365 Click to see attachment72,208
23 Total liabilities (add lines 17 through 22)......... 1,341,365 72,208
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........ 14,850,059 16,029,783
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)..... 14,850,059 16,029,783
30 Total liabilities and net assets/fund balances (see instructions). 16,191,424 16,101,991
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
14,850,059
2
Enter amount from Part I, line 27a .....................
2
1,317,215
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
16,167,274
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
137,491
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
16,029,783
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 294. ABBOTT LABORATORIES   2019-11-05 2022-02-11
b 39. AIR PRODUCTS & CHEMICALS INC   2021-05-21 2021-11-19
c 1500. AMERESCO CLASS A   2020-12-09 2021-07-13
d 1500. AMERESCO CLASS A   2020-12-09 2021-11-01
e 77. ANTHEM INC   2018-02-08 2021-08-20
8. ANTHEM INC   2017-10-13 2021-08-20
100000. BERKSHIRE HATHAWAY INC   2017-01-30 2021-08-16
3000. BLACKBERRY LTD SHS   2021-01-22 2021-09-20
15000. BLACKBERRY LTD SHS   2021-01-27 2021-09-20
6400. BLACKBERRY LTD SHS   2021-02-03 2021-09-20
6. BLACKROCK INC CL A   2016-06-30 2021-11-19
24. BLACKROCK INC CL A   2015-02-18 2021-11-19
24. BLACKROCK INC CL A   2017-01-26 2022-02-11
19. BLACKROCK INC CL A   2016-06-30 2022-02-11
30. BLACKROCK INC CL A   2019-02-01 2022-05-24
30. BLACKROCK INC CL A   2019-11-05 2022-05-24
17. BLACKROCK INC CL A   2020-02-06 2022-05-24
54. BLACKROCK INC CL A   2022-04-08 2022-05-24
51. BLACKROCK INC CL A   2021-05-21 2022-05-24
11. BLACKROCK INC CL A   2017-01-26 2022-05-24
5. BLACKROCK INC CL A   2017-01-26 2022-05-24
377. CARRIER GLOBAL CORP REG   2021-05-21 2022-02-11
1173. CARRIER GLOBAL CORP REG   2021-05-21 2022-05-06
176. CISCO SYSTEMS INCORPORATED   2020-02-10 2022-05-24
371. CISCO SYSTEMS INCORPORATED   2021-06-18 2022-05-24
209. CISCO SYSTEMS INCORPORATED   2019-09-20 2022-05-24
310. CISCO SYSTEMS INCORPORATED   2020-08-20 2022-05-24
700. CISCO SYSTEMS INCORPORATED   2019-09-24 2022-05-24
904. CITIGROUP INC   2019-02-01 2022-04-08
151. CITIGROUP INC   2020-02-06 2022-04-08
19. CITIGROUP INC   2020-02-10 2022-04-08
563. CITIGROUP INC   2021-03-12 2022-04-08
176. CITIGROUP INC   2020-08-20 2022-04-08
640. CITIGROUP INC   2021-05-21 2022-04-08
62. CONSTELLATION BRANDS INC   2020-02-06 2021-08-20
57. CONSTELLATION BRANDS INC   2019-07-12 2021-08-20
88. CONSTELLATION BRANDS INC   2021-03-12 2021-09-29
128. CONSTELLATION BRANDS INC   2020-08-20 2021-09-29
50. CONSTELLATION BRANDS INC   2020-02-06 2021-09-29
104. CONSTELLATION BRANDS INC   2020-03-04 2021-09-29
2. CONSTELLATION BRANDS INC   2020-02-10 2021-09-29
10. DANAHER CORP   2016-03-08 2022-05-06
136. DANAHER CORP   2016-07-12 2022-05-06
49. DANAHER CORP   2016-07-12 2022-05-24
74. DANAHER CORP   2017-01-26 2022-05-24
34. DEERE & CO   2021-05-21 2022-02-25
22. DEERE & CO   2021-05-21 2022-05-24
175. DISNEY (WALT) CO COM STK   2019-02-01 2022-05-06
343. DISNEY (WALT) CO COM STK   2016-06-03 2022-05-06
91. DISNEY (WALT) CO COM STK   2020-02-10 2022-05-06
190. DISNEY (WALT) CO COM STK   2018-10-31 2022-05-06
821. DUPONT DE NEMOURS INC   2021-03-22 2021-07-19
240. DUPONT DE NEMOURS INC   2021-05-21 2021-07-19
91. EMERSON ELECTRIC CO   2021-05-21 2021-09-16
58. EMERSON ELECTRIC CO   2021-05-21 2022-05-24
400. ENPHASE ENERGY INC   2021-03-18 2021-11-17
100. ENPHASE ENERGY INC   2018-08-01 2021-11-17
380. ENPHASE ENERGY INC   2020-06-29 2021-11-17
720. ENPHASE ENERGY INC   2021-01-26 2021-11-17
400. ENPHASE ENERGY INC   2018-08-01 2021-11-18
1280. ENPHASE ENERGY INC   2021-01-26 2021-11-19
1120. ENPHASE ENERGY INC   2021-03-18 2021-11-19
120. ENPHASE ENERGY INC   2021-04-15 2021-11-22
120. ENPHASE ENERGY INC   2021-03-25 2021-11-22
360. ENPHASE ENERGY INC   2021-03-25 2021-11-22
1520. ENPHASE ENERGY INC   2021-03-25 2021-11-23
400. ENPHASE ENERGY INC   2021-03-18 2021-11-23
80. ENPHASE ENERGY INC   2021-03-18 2021-11-23
243. EXPEDIA GROUP INC   2021-03-22 2022-05-24
305. GENERAL ELEC CO REG SHS   2021-05-21 2021-11-19
528. HEWLETT PACKARD ENTERPRISE CO   2021-05-21 2021-09-16
294. HILTON WORLDWIDE HOLDINGS INC   2020-03-26 2021-08-20
94. HOME DEPOT INC/THE   2016-06-03 2021-11-19
54. HOME DEPOT INC/THE   2019-02-01 2022-04-08
31. HOME DEPOT INC/THE   2016-06-03 2022-04-08
40. HOME DEPOT INC/THE   2017-01-26 2022-04-08
66. KYNDRYL HOLDINGS INCORP   2015-01-21 2022-04-06
32. KYNDRYL HOLDINGS INCORP   2014-06-24 2022-04-06
239. MARVELL TECH INC   2021-02-19 2022-04-08
110. MICROSOFT CORPORATION   2015-12-08 2021-09-16
408. MICROCHIP TECHNOLOGY INC COM   2018-03-09 2021-07-19
230. MICROCHIP TECHNOLOGY INC COM   2019-02-01 2022-02-25
166. MICROCHIP TECHNOLOGY INC COM   2020-02-06 2022-02-25
484. MICROCHIP TECHNOLOGY INC COM   2018-03-09 2022-02-25
44. MICROCHIP TECHNOLOGY INC COM   2020-02-10 2022-02-25
238. MICROCHIP TECHNOLOGY INC COM   2020-08-20 2022-02-25
517. NEXTERA ENERGY INC   2016-02-24 2022-05-06
318. NUTRIEN LTD   2021-05-21 2022-04-27
55. ORGANON AND CO REG SHS   2010-09-17 2022-04-06
1. ORION OFFICE REIT INC   2021-11-18 2021-11-18
58. ORION OFFICE REIT INC   2021-11-18 2021-12-03
257. ROYAL BANK OF CANADA MONTREAL QUE 00   2021-05-21 2021-12-03
330. SHERWIN-WILLIAMS CO/THE   2021-07-19 2022-06-22
80. SHERWIN-WILLIAMS CO/THE   2021-08-20 2022-06-22
.73 SYLVAMO CORP REG SHS   2021-05-21 2021-10-06
47. SYLVAMO CORP REG SHS   2021-05-21 2021-10-07
224. SYNCHRONY FINANCIAL   2021-06-24 2022-03-04
191.66 TRUIST FINL CORP   2019-02-01 2022-05-06
751.1 TRUIST FINL CORP   2017-11-07 2022-05-06
20. TRUIST FINL CORP   2020-02-10 2022-05-06
625.24 TRUIST FINL CORP   2017-10-11 2022-05-06
254. TRUIST FINL CORP   2021-02-19 2022-05-06
9. TRUIST FINL CORP   2021-01-21 2022-05-06
596. TRUIST FINL CORP   2021-05-21 2022-05-06
280. UNION PACIFIC CORP   2016-07-12 2021-09-29
216. UNION PACIFIC CORP   2016-07-12 2022-05-06
56. UNITED PARCEL SERVICE CL B   2021-05-21 2022-04-27
145. VIATRIS INC   2010-09-17 2022-04-06
139. VISA INC   2012-01-10 2021-09-29
.67 WARNER BROS DISCOVERY   2015-02-20 2022-04-18
117. ZOETIS INC   2019-06-03 2022-05-06
57. ZOETIS INC   2020-02-06 2022-05-06
68. EATON CORP PLC   2021-05-21 2021-09-16
35. EATON CORP PLC   2021-05-21 2022-02-25
80. EATON CORP PLC   2021-05-21 2022-05-24
329. GARMIN LTD   2021-02-12 2022-02-25
40. EXPIRED PUT/CALL   2021-02-02 2021-07-19
25. EXPIRED PUT/CALL   2021-02-16 2021-07-19
160. EXPIRED PUT/CALL   2021-03-08 2021-08-23
30. EXPIRED PUT/CALL   2021-03-09 2021-08-23
40. EXPIRED PUT/CALL   2021-03-08 2021-08-23
40. EXPIRED PUT/CALL   2021-01-29 2021-08-23
6. EXPIRED PUT/CALL   2021-03-08 2021-09-20
150. EXPIRED PUT/CALL   2021-06-03 2021-09-20
20. EXPIRED PUT/CALL   2021-03-18 2021-09-20
150. EXPIRED PUT/CALL   2021-01-29 2021-09-20
50. EXPIRED PUT/CALL   2021-04-26 2021-10-18
40. EXPIRED PUT/CALL   2021-03-08 2021-10-18
20. EXPIRED PUT/CALL   2021-04-16 2021-11-22
15. EXPIRED PUT/CALL   2021-06-03 2021-11-22
200. EXPIRED PUT/CALL   2021-06-23 2021-11-22
200. EXPIRED PUT/CALL   2021-07-01 2021-11-22
40. EXPIRED PUT/CALL   2021-03-26 2021-11-22
50. EXPIRED PUT/CALL   2021-04-26 2021-12-20
100. EXPIRED PUT/CALL   2021-07-19 2021-12-20
70. EXPIRED PUT/CALL   2021-06-23 2021-12-20
10. EXPIRED PUT/CALL   2021-03-19 2022-01-24
10. EXPIRED PUT/CALL   2021-03-19 2022-01-24
20. EXPIRED PUT/CALL   2021-07-19 2022-01-24
200. EXPIRED PUT/CALL   2021-09-21 2022-01-24
70. EXPIRED PUT/CALL   2021-05-25 2022-01-24
15. EXPIRED PUT/CALL   2021-05-25 2022-01-24
43. EXPIRED PUT/CALL   2021-09-07 2022-02-22
35. EXPIRED PUT/CALL   2021-09-07 2022-02-22
200. EXPIRED PUT/CALL   2021-10-26 2022-03-21
15. EXPIRED PUT/CALL   2021-12-15 2022-06-21
10. EXPIRED PUT/CALL   2021-10-28 2022-06-21
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(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 37,228   24,049 13,179
b 11,610   11,717 -107
c 97,992   64,969 33,023
d 127,522   64,968 62,554
e 29,134   18,398 10,736
3,027   1,471 1,556
100,000   100,000  
29,700   42,642 -12,942
148,499   329,780 -181,281
63,360   73,224 -9,864
5,517   2,037 3,480
22,069   9,118 12,951
18,772   9,121 9,651
14,862   6,452 8,410
18,340   12,412 5,928
18,340   14,419 3,921
10,393   9,401 992
33,013   39,886 -6,873
31,179   44,040 -12,861
6,643   4,181 2,462
3,057   1,900 1,157
17,331   16,603 728
44,004   51,659 -7,655
7,597   8,442 -845
16,015   19,303 -3,288
9,022   10,281 -1,259
13,382   13,096 286
30,217   34,604 -4,387
46,140   57,907 -11,767
7,707   11,934 -4,227
970   1,485 -515
28,736   42,129 -13,393
8,983   8,738 245
32,666   49,680 -17,014
13,270   12,397 873
12,200   11,473 727
18,661   20,225 -1,564
27,144   22,901 4,243
10,603   9,998 605
22,054   19,393 2,661
424   400 24
2,481   678 1,803
33,744   10,936 22,808
12,284   3,940 8,344
18,551   5,985 12,566
11,674   12,496 -822
7,260   8,086 -826
19,346   19,420 -74
37,917   33,637 4,280
10,060   12,789 -2,729
21,004   22,086 -1,082
59,759   63,489 -3,730
17,469   20,288 -2,819
8,994   8,563 431
4,803   5,458 -655
57,996   61,995 -3,999
14,499   551 13,948
55,096   18,136 36,960
104,392   138,041 -33,649
57,996   2,205 55,791
191,986   245,405 -53,419
167,988   173,587 -5,599
17,999   17,205 794
17,999   17,356 643
53,996   52,067 1,929
220,384   219,838 546
57,996   61,995 -3,999
11,599   12,399 -800
28,327   41,969 -13,642
30,497   32,245 -1,748
7,260   8,615 -1,355
35,858   20,894 14,964
38,436   12,337 26,099
16,855   9,936 6,919
9,676   4,069 5,607
12,485   5,566 6,919
823   2,381 -1,558
399   1,386 -987
15,094   12,375 2,719
33,416   6,162 27,254
53,368   40,067 13,301
16,543   9,231 7,312
11,939   8,982 2,957
34,811   23,765 11,046
3,165   2,336 829
17,118   12,421 4,697
37,144   14,944 22,200
31,566   19,214 12,352
1,981   940 1,041
2     2
1,032   1,196 -164
25,733   26,327 -594
73,197   93,325 -20,128
17,745   24,615 -6,870
18   27 -9
1,227   1,755 -528
8,230   10,872 -2,642
9,299   8,811 488
36,440   34,251 2,189
970   1,081 -111
30,334   29,146 1,188
12,323   14,651 -2,328
437   463 -26
28,915   36,585 -7,670
56,425   25,711 30,714
49,256   19,834 29,422
10,283   11,986 -1,703
1,547   1,048 499
31,593   3,471 28,122
17   22 -5
19,854   12,196 7,658
9,672   7,917 1,755
10,829   9,830 999
5,377   5,060 317
10,457   11,565 -1,108
36,739   42,815 -6,076
62,039     62,039
36,874     36,874
56,320     56,320
28,458     28,458
43,560     43,560
52,799     52,799
1,278     1,278
87,775     87,775
48,580     48,580
175,386     175,386
25,498     25,498
43,835     43,835
19,200     19,200
36,060     36,060
162,160     162,160
207,799     207,799
43,560     43,560
20,250     20,250
24,900     24,900
21,380     21,380
36,740     36,740
28,840     28,840
16,214     16,214
30,400     30,400
39,340     39,340
23,835     23,835
25,757     25,757
20,965     20,965
39,200     39,200
56,160     56,160
38,485     38,485
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
      9,683
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       13,179
b       -107
c       33,023
d       62,554
e       10,736
      1,556
       
      -12,942
      -181,281
      -9,864
      3,480
      12,951
      9,651
      8,410
      5,928
      3,921
      992
      -6,873
      -12,861
      2,462
      1,157
      728
      -7,655
      -845
      -3,288
      -1,259
      286
      -4,387
      -11,767
      -4,227
      -515
      -13,393
      245
      -17,014
      873
      727
      -1,564
      4,243
      605
      2,661
      24
      1,803
      22,808
      8,344
      12,566
      -822
      -826
      -74
      4,280
      -2,729
      -1,082
      -3,730
      -2,819
      431
      -655
      -3,999
      13,948
      36,960
      -33,649
      55,791
      -53,419
      -5,599
      794
      643
      1,929
      546
      -3,999
      -800
      -13,642
      -1,748
      -1,355
      14,964
      26,099
      6,919
      5,607
      6,919
      -1,558
      -987
      2,719
      27,254
      13,301
      7,312
      2,957
      11,046
      829
      4,697
      22,200
      12,352
      1,041
      2
      -164
      -594
      -20,128
      -6,870
      -9
      -528
      -2,642
      488
      2,189
      -111
      1,188
      -2,328
      -26
      -7,670
      30,714
      29,422
      -1,703
      499
      28,122
      -5
      7,658
      1,755
      999
      317
      -1,108
      -6,076
      62,039
      36,874
      56,320
      28,458
      43,560
      52,799
      1,278
      87,775
      48,580
      175,386
      25,498
      43,835
      19,200
      36,060
      162,160
      207,799
      43,560
      20,250
      24,900
      21,380
      36,740
      28,840
      16,214
      30,400
      39,340
      23,835
      25,757
      20,965
      39,200
      56,160
      38,485
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 1,700,838
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 25,659
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 25,659
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 33,934
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  
7 Total credits and payments. Add lines 6a through 6d.............. 7 33,934
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 8,275
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet8,275 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$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part 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 addressbullet  
    14
    The books are in care ofbulletBANK OF AMERICA NA Telephone no.bullet (888) 866-3275

    Located atbulletPO BOX 1532 AFTPENNINGTONNJ ZIP+4bullet08534
    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
    TOREN KUTNICK TREASURER/DIR
    22     		183,184    
    37 CRAIG COURT
    STANFORD,CT06903
    LAURA KUTNICK PRESIDENT/DIR
    6     		0    
    23 SHERMAN TURNPIKE
    REDDING,CT06875
    DALE KUTNICK SECRETARY/DIR
    2     		0    
    23 SHERMAN TURNPIKE
    REDDING,CT06875
    VARY K KUTNICK VP/OFFICER
    1     		0    
    606 POST ROAD EAST 402
    WESTPORT,CT06880
    KYLA KUTNICK VP/OFFICER
    1     		0    
    23 SHERMAN TURNPIKE
    REDDING,CT06875
    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.........................bullet  
    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
    22,497,977
    b
    Average of monthly cash balances.......................
    1b
    1,584,523
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    24,082,500
    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
    24,082,500
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    361,238
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    23,721,262
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    1,186,063
    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
    1,186,063
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    25,659
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    25,659
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,160,404
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,160,404
    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
    1,160,404
    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 1,160,404
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 796,364
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 0
    b From 2017...... 0
    c From 2018...... 0
    d From 2019...... 0
    e From 2020...... 0
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 1,024,822
    a Applied to 2020, but not more than line 2a 796,364
    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..... 228,458
    e Remaining amount distributed out of corpus 0
    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 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		931,946
    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) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2017.... 0
    b Excess from 2018.... 0
    c Excess from 2019.... 0
    d Excess from 2020.... 0
    e Excess from 2021.... 0
    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).)
    NONE
    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.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (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
    TRUSTEES OF DARTMOUTH COLLEGE
    7 LEBANON ST STE 302
    HANOVER,NH03755     		N/A PC UNRESTRICTED GENERAL 5,000
    TAFT SCHOOL CORPORATION
    110 WOODBURY ROAD
    WATERTOWN,CT06795     		N/A PC UNRESTRICTED GENERAL 500
    YALE UNIVERSITY
    PO BOX 208356
    NEW HAVEN,CT06520     		N/A PC UNRESTRICTED GENERAL 80,000
    HORIZONS AT GFA
    PO BOX 998
    GREENS FARMS,CT06838     		N/A PC UNRESTRICTED GENERAL 5,000
    UNITARIAN CHURCH IN WESTPORT
    10 LYONS PLAINS RD
    WESTPORT,CT06880     		N/A PC UNRESTRICTED GENERAL 32,500
    SACRED HEART UNIVERSITY
    5151 PARK AVENUE
    FAIRFIELD,CT06825     		N/A PC UNRESTRICTED GENERAL 10,000
    MARK TWAIN LIBRARY ASSN INC
    RT 53 DIAMOND HILL RD
    REDDING,CT06896     		N/A PC UNRESTRICTED GENERAL 6,500
    MOCA WESTPORT
    19 NEWTOWN TURNPIKE
    WESTPORT,CT06880     		N/A PC UNRESTRICTED GENERAL 10,500
    HORIZONS INC
    PO BOX 323
    SOUTH WINDHAM,CT06266     		N/A PC UNRESTRICTED GENERAL 5,000
    REGIONAL HOSPICE AND HOME CARE OF
    WESTERN CONNECTICUT INC
    30 MILESTONE ROAD
    DANBURY,CT06810     		N/A PC UNRESTRICTED GENERAL 5,000
    RIDGEFIELD PLAYHOUSE FOR MOVIES
    AND THE PERFORMING ARTS
    80 EAST RIDGE ROAD
    RIDGEFIELD,CT06877     		N/A PC UNRESTRICTED GENERAL 2,500
    PET ANIMAL WELFARE SOCIETY OF
    CONNECTICUT
    504 MAIN AVENUE
    NORWALK,CT06851     		N/A PC UNRESTRICTED GENERAL 1,500
    THE ALDRICH CONTEMPORARY
    ART MUSEUM INC
    258 MAIN STREET
    RIDGEFIELD,CT06877     		N/A PC UNRESTRICTED GENERAL 2,000
    PLANNED PARENTHOOD FEDERATION
    123 WILLIAM ST 10TH FLOOR
    NEW YORK,NY10038     		N/A PC UNRESTRICTED GENERAL 5,000
    WILDLIFE CONSERVATION SOCIETY
    2300 SOUTHERN BLVD
    BRONX,NY10460     		N/A PC UNRESTRICTED GENERAL 10,000
    RIVERKEEPER INC
    20 SECOR ROAD
    OSSINING,NY10562     		N/A PC UNRESTRICTED GENERAL 65,000
    RIVERSIDE PARK CONSERVANCY INC
    475 RIVERSIDE DR STE 455
    NEW YORK,NY10115     		N/A PC UNRESTRICTED GENERAL 1,000
    PRO PUBLICA INC
    155 AVENUE OF THE AMERICAS
    NEW YORK,NY10013     		N/A PC UNRESTRICTED GENERAL 7,500
    CORNELL UNIVERSITY
    377 PINE TREE ROAD
    ITHACA,NY14850     		N/A PC UNRESTRICTED GENERAL 2,000
    FRIENDS OF OFANIM INC
    1255 DRUMMERS LANE STE 200
    WAYNE,PA19087     		N/A PC UNRESTRICTED GENERAL 25,000
    COMMUNITY FDN OF NEW JERSEY
    PO BOX 33835
    MORRISTOWN,NJ07963     		N/A PC UNRESTRICTED GENERAL 80,000
    WESTERN CT HEALTH NETWORK
    AFFILIATES INC
    95 LOCUST AVENUE
    DANBURY,CT06810     		N/A PC UNRESTRICTED GENERAL 15,000
    CONNECTICUT INVENTION CONVENTION INC
    23 PILFERSHIRE LN
    WEST SIMSBURY,CT06092     		N/A PC UNRESTRICTED GENERAL 25,000
    REDDING VOLUNTEER FIRE COMPANY NO 1 INC
    PO BOX 185
    REDDING RIDGE,CT06876     		N/A PC UNRESTRICTED GENERAL 1,500
    BRUCE MUSEUM INC
    ONE MUSEUM DRIVE
    GREENWICH,CT06830     		N/A PC UNRESTRICTED GENERAL 1,000
    WESTPORT COUNTRY PLAYHOUSE INC
    25 POWERS COURT
    WESTPORT,CT06880     		N/A PC UNRESTRICTED GENERAL 2,500
    BRONX CHILDRENS MUSEUM
    PO BOX 1381
    BRONX,NY10451     		N/A PC UNRESTRICTED GENERAL 8,500
    KAELI KRAMER FOUNDATION
    309 TROTTING LANE
    WESTBURY,NY11590     		N/A PC UNRESTRICTED GENERAL 5,000
    WORLD CENTRAL KITCHEN INC
    655 NEW YORK AVE 6TH FL
    WASHINGTON,DC20001     		N/A PC UNRESTRICTED GENERAL 8,000
    BRONZ ZOO
    2300 SOUTHERN AVE
    NEW YORK,NY10460     		N/A PC UNRESTRICTED GENERAL 8,000
    K9S FOR WARRIORS
    114 CAMP K9 ROAD
    PONTE VEDRA,FL32081     		N/A PC UNRESTRICTED GENERAL 2,500
    THE FILM COLLABORATIVE
    3405 CAZADOR ST
    LOS ANGELES,CA90065     		N/A PC UNRESTRICTED GENERAL 25,000
    GREENWICH INTL FILM FESTIVAL INC
    55 OLD FIELD POINT ROAD
    GREENWICH,CT06830     		N/A PC UNRESTRICTED GENERAL 25,000
    PRIME COALITION INC
    625 MASSACHUSETTS AVE
    CAMBRIDGE,MA02139     		N/A PC UNRESTRICTED GENERAL 220,000
    RISING STARR HORSE RESCUE
    93 SILVER SPRING ROAD
    WILTON,CT06897     		N/A PC UNRESTRICTED GENERAL 5,000
    POUND RIDGE LAND CONSERVANCY
    1361 OLD POST ROAD
    POUND RIDGE,NY10576     		N/A PC UNRESTRICTED GENERAL 2,500
    NATIONAL FOREST FOUNDATION
    BLDG 27 SUITE 3 FORT MISSOULA ROAD
    MISSOULA,MT59804     		N/A PC UNRESTRICTED GENERAL 35,000
    A CONTEMPORARY THEATRE CT
    36 OLD QUARRY ROAD
    RIDGEFIELD,CT06877     		N/A PC UNRESTRICTED GENERAL 1,000
    FOST FOR GOOD INC
    124 W 13TH ST
    NEW YORK,NY10011     		N/A PC UNRESTRICTED GENERAL 25,000
    CENTER FOR COMMON GROUND FBO
    CLIMATE CABINET
    18459 PATRIOT LANE
    RUTHER GLEN,VA22546     		N/A PC UNRESTRICTED GENERAL 5,000
    GOVERN FOR AMERICA
    107 N SALEM ROAD
    KATONAH,NY10536     		N/A PC UNRESTRICTED GENERAL 10,000
    THE ASPEN INSTITUTE INC
    2300 N ST NW
    WASHINGTON,DC20037     		N/A PC UNRESTRICTED GENERAL 5,000
    Total .................................bullet 3a 797,000
    bApproved for future payment
    Total .................................bullet 3b  
    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.....          
    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 1,700,838  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aFEDERAL TAX REFUND     		    1 3,759  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) ..   1,917,279  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,917,279
    (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
    Schedule B
    (Form 990)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2021
    Name of the organization
    DALE KUTNICK AND LAURA GORDON KUTNICK FO
     
    Employer identification number

    06-1469212
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    DALE KUTNICK AND LAURA GORDON KUTNICK FO
          		Employer identification number
    06-1469212
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    MR AND MRS DALE KUTNICK
    23 SHERMAN TURNPIKE
     
    REDDING, CT068962048

    		$ 503,409


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 3
    Name of organization
    DALE KUTNICK AND LAURA GORDON KUTNICK FO
          		Employer identification number

    06-1469212
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 GARTNER INC 1520 SHARES $ 503,409 2021-11-11
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    DALE KUTNICK AND LAURA GORDON KUTNICK FO
          		Employer identification number

    06-1469212
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 AccountingFeesSchedule
    Name:
    DALE KUTNICK AND LAURA GORDON KUTNICK FO
    EIN:
    06-1469212
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE 2,500     2,500

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    DALE KUTNICK AND LAURA GORDON KUTNICK FO
    EIN:
    06-1469212
    Name of Bond End of Year Book Value End of Year Fair Market Value
    084670BC1 BERKSHIRE HATHAWAY I    
    36966TBX9 GENERAL ELEC CAP COR 108,321 99,996
    02079KAB3 ALPHABET INC 50,673 50,316
    594918BY9 MICROSOFT CORP 50,838 49,749

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    DALE KUTNICK AND LAURA GORDON KUTNICK FO
    EIN:
    06-1469212
    Name of Stock End of Year Book Value End of Year Fair Market Value
    74340W103 PROLOGIS INC 68,333 108,589
    46269C102 IRIDIUM COMMUNICATIO 91,902 569,222
    65341B106 NEXTERA ENERGY PARTN 48,924 159,444
    037833100 APPLE INC 271,768 1,178,253
    30303M102 FACEBOOK INC 49,105 80,625
    366651107 GARTNER INC NEW CL A 379,261 1,992,437
    036752103 ANTHEM INC 95,549 120,162
    931142103 WAL MART STORES INC 344,617 473,189
    254687106 WALT DISNEY CO/THE 95,996 94,400
    717081103 PFIZER INC 19,039 61,396
    46625H100 J P MORGAN CHASE & C 219,349 206,752
    883556102 THERMO FISHER SCIENT 23,072 86,925
    907818108 UNION PACIFIC CORP 66,969 67,610
    F5362H107 IPSEN PROMESSES 46,866 169,457
    307305102 FANUC CORP 103,690 77,700
    459200101 INTERNATIONAL BUSINE 75,633 69,183
    H1467J104 CHUBB LTD 47,972 108,119
    09247X101 BLACKROCK INC 12,557 10,354
    172967424 CITIGROUP INC 47,336 45,990
    43300A203 HILTON WORLDWIDE HOL 36,264 48,476
    65339F101 NEXTERA ENERGY INC 53,971 77,770
    438516106 HONEYWELL INTERNATIO 60,966 108,805
    404609109 HACKETT GROUP INC/TH 41,820 128,256
    466249208 J SAINSBURY PLC 124,987 100,100
    458140100 INTEL CORPORATION 150,295 161,798
    594918104 MICROSOFT CORP COM 132,388 356,994
    92826C839 VISA INC 55,787 134,476
    369604103 GENERAL ELECTRIC CO    
    488152208 KELLY SERVICES INC 99,343 124,929
    98954M200 ZILLOW GROUP INC SHS 126,663 111,125
    235851102 DANAHER CORP 91,169 91,521
    595017104 MICROCHIP TECHNOLOGY    
    01609W102 ALIBABA GROUP HOLDIN 40,502 59,114
    86771W105 SUNRUN INC SHS 1,667,840 2,033,138
    110122108 BRISTOL-MYERS SQUIBB 190,293 224,609
    22160K105 COSTCO WHSL CORP NEW 82,763 157,683
    747525103 QUALCOMM INC 78,194 137,321
    437076102 HOME DEPOT INC/THE 72,178 140,152
    00206R102 AT&T INC 190,549 160,344
    02079K305 ALPHABET INC SHS 254,663 660,316
    478160104 JOHNSON & JOHNSON 53,285 91,595
    58933Y105 MERCK AND CO INC SHS 19,094 50,326
    92857W308 VODAFONE GROUP PLC 93,566 46,740
    14040H105 CAPITAL ONE FINANCIA 77,232 74,496
    98936J101 ZENDESK INC SHS 57,942 185,175
    023135106 AMAZON COM INC 212,250 214,544
    21036P108 CONSTELLATION BRANDS    
    98978V103 ZOETIS INC 77,196 97,462
    06684L103 BAOZUN INC SHS CL A 97,734 16,410
    64104Y106 NESTE OYJ 91,429 332,100
    257554105 DOMO INC 200,599 189,735
    778296103 ROSS STORES INC 78,870 56,324
    67059N108 NUTANIX INC 150,083 98,167
    713448108 PEPSICO INC 11,625 13,166
    17275R102 CISCO SYSTEMS INC    
    89832Q109 TRUIST FINL CORP 24,653 21,913
    002824100 ABBOTT LABORATORIES 50,938 69,427
    29355A107 ENPHASE ENERGY INC 939,424 1,050,391
    058498106 BALL CORP 35,868 35,004
    756109104 REALTY INCOME CORP 37,693 39,659
    05464C101 AXON ENTERPRISE INC 26,934 51,244
    08862E109 BEYOND MEAT INC REG 635,030 119,700
    559222401 MAGNA INTERNATIONAL 26,312 14,823
    87612E106 TARGET CORP 14,684 9,180
    67077M108 NUTRIEN LTD 19,032 23,349
    244199105 DEERE & CO 11,761 9,583
    26614N102 DUPONT DE NEMOURS IN    
    20030N101 COMCAST CORP 28,649 19,855
    291011104 EMERSON ELECTRIC CO 23,996 20,283
    126408103 CSX CORP 17,843 15,780
    91324P102 UNITEDHEALTH GROUP I 49,220 61,122
    G5960L103 MEDTRONIC PLC SHS 48,773 34,195
    742718109 PROCTER & GAMBLE CO/ 141,552 133,006
    911312106 UNITED PARCEL SERVIC 20,333 17,341
    88554D205 3-D SYS CORP DEL NEW 413,189 106,700
    29476L107 EQUITY RESIDENTIAL 98,481 94,969
    92556V106 VIATRIS INC    
    882508104 TEXAS INSTRUMENTS IN 32,237 26,735
    42824C109 HEWLETT PACKARD ENTE 29,370 23,868
    Y58473102 MAXEON SOLAR 255,121 199,350
    686275108 ORION ENERGY SYS 91,473 30,150
    532457108 ELI LILLY & CO 14,678 23,669
    22822V101 CROWN CASTLE INTERNA 31,371 28,625
    502431109 L3HARRIS TECHNOLOGIE 138,357 152,029
    30212P303 EXPEDIA GROUP INC    
    29364G103 ENTERGY CORP 45,056 48,548
    780087102 ROYAL BANK OF CANADA    
    92343V104 VERIZON COMMUNICATIO 57,570 54,100
    11135F101 BROADCOM INC 49,739 53,439
    09228F103 BLACKBERRY LTD SHS 476,639 272,734
    031162100 AMGEN INC 14,655 14,111
    460146103 INTERNATIONAL PAPER 73,158 59,440
    G7997R103 SEAGATE TECH HLDGS P 32,053 23,218
    14448C104 CARRIER GLOBAL CORP    
    30222R109 EXRO TECHNOLOGIES IN 67,164 15,504
    084310101 BERKELEY LIGHTS INC 685,710 52,185
    925652109 VICI PROPERTIES INC 33,598 32,054
    573874104 MARVELL TECH INC 126,049 107,867
    68622V106 ORGANON AND CO REG S    
    316773100 FIFTH THIRD BANCORP 39,214 31,114
    701094104 PARKER-HANNIFIN CORP 126,238 107,770
    92766K106 VIRGIN GALACTIC HLDG 110,600 30,100
    25058X105 DESKTOP METAL INC 422,059 57,200
    87165B103 SYNCHRONY FINANCIAL 15,887 9,004
    02361E108 AMERESCO CLASS A    
    009158106 AIR PRODUCTS & CHEMI    
    G29183103 EATON CORP PLC 11,565 10,079
    H2906T109 GARMIN LTD    
    580135101 MC DONALDS CORPORATI 14,819 15,800
    064149107 BANK OF NOVA SCOTIA/ 33,064 27,237
    345370860 FORD MOTOR CO 66,135 49,362
    74251V102 PRINCIPAL FINANCIAL 48,597 46,352
    891160509 TORONTO-DOMINION BAN 157,560 142,899
    67066G104 NVIDIA CORP 156,545 104,900
    743315103 PROGRESSIVE CORP/THE 104,982 106,852
    98389B100 XCEL ENERGY INC 72,505 70,618
    163092109 CHEGG INC 168,350 93,900
    934423104 WARNER BROS DISCOVER 59,665 24,827
    369604301 GENERAL ELEC CO REG 238,471 79,588
    025816109 AMERICAN EXPRESS CO 30,377 22,734
    369550108 GENERAL DYNAMICS COR 28,394 26,108

    TY 2021 InvestmentsOtherSchedule2
    Name:
    DALE KUTNICK AND LAURA GORDON KUTNICK FO
    EIN:
    06-1469212
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    78463X202 SPDR EURO STOXX 50 E AT COST 204,983 201,782
    278277108 EATON VANCE ENH INCO AT COST 115,949 178,090
    92204A504 VANGUARD HEALTH CARE AT COST 26,542 117,750
    464288448 SHARES DJ EPAC SEL D AT COST 186,059 146,664
    71IH89990 BLACKSTONE STRATEGIC AT COST 85,723 174,370
    461418162 AAM/BAHL & GAYNOR IN AT COST 200,000 257,800

    TY 2021 OtherDecreasesSchedule
    Name:
    DALE KUTNICK AND LAURA GORDON KUTNICK FO
    EIN:
    06-1469212
    Description Amount
    EXCESS FMV/COST ADJ FOR CONTRIBUTION 121,572
    TIMING DIFFERENCE 15,919


    TY 2021 OtherExpensesSchedule
    Name:
    DALE KUTNICK AND LAURA GORDON KUTNICK FO
    EIN:
    06-1469212
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER EXPENSE (NON-DEDUCTIBLE 1,341 0   1,341
    OTHER CHARITABLE EXPENSES 2,423 0   2,423


    TY 2021 OtherIncomeSchedule2
    Name:
    DALE KUTNICK AND LAURA GORDON KUTNICK FO
    EIN:
    06-1469212
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    FEDERAL TAX REFUND 3,759 0  


    TY 2021 OtherLiabilitiesSchedule
    Name:
    DALE KUTNICK AND LAURA GORDON KUTNICK FO
    EIN:
    06-1469212
    Description Beginning of Year - Book Value End of Year - Book Value
    MARKET CALLS 1,341,365 72,208


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    DALE KUTNICK AND LAURA GORDON KUTNICK FO
    EIN:
    06-1469212
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMNT MNGMNT FEES (NON-DED 95,935 57,561   38,374


    TY 2021 SubstantialContributorsSch
    Name:
    DALE KUTNICK AND LAURA GORDON KUTNICK FO
    EIN:
    06-1469212
    Name Address
    MR AND MRS DALE KUTNICK 23 SHERMAN TURNPIKE
    REDDING,CT068962048


    TY 2021 TaxesSchedule
    Name:
    DALE KUTNICK AND LAURA GORDON KUTNICK FO
    EIN:
    06-1469212
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 4,073 4,073   0
    EXCISE TAX ESTIMATES 17,000 0   0
    FOREIGN TAXES ON NONQUALIFIED 17 17   0