Form990-PF
Click to see attachment
Click to see attachmentClick to see attachment

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
THE PETER AND CARMEN LUCIA BUCK
FOUNDATION INC
Number and street (or P.O. box number if mail is not delivered to street address)633 THIRD AVENUE 16TH FLOOR
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY10017
A Employer identification number

06-1547852
B Telephone number (see instructions)

(212) 360-6173
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$592,475,663J Accounting method:
Modified Cash
(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) 11,163,560
2 Check bullet.............
3 Interest on savings and temporary cash investments 9,352 9,352  
4 Dividends and interest from securities... 12,581,864 12,581,864  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 33,235,438
b Gross sales price for all assets on line 6a 117,357,925
7 Capital gain net income (from Part IV, line 2)... 33,279,468
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 117,296 117,296  
12 Total. Add lines 1 through 11........ 57,107,510 45,987,980  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 385,417 94,375   291,042
14 Other employee salaries and wages...... 901,140 3,206   897,934
15 Pension plans, employee benefits....... 396,086 22,738   373,315
16a Legal fees (attach schedule)......... Click to see attachment 100,000 0   100,000
b Accounting fees (attach schedule)....... Click to see attachment 84,550 0   84,550
c Other professional fees (attach schedule).... Click to see attachment 667,233 652,233   15,000
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 413,858 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 192,521 74,441   118,080
21 Travel, conferences, and meetings....... 23,538 0   23,538
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 182,634 0   182,634
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 3,346,977 846,993   2,086,093
25 Contributions, gifts, grants paid....... 32,740,853 32,740,853
26 Total expenses and disbursements. Add lines 24 and 25 36,087,830 846,993   34,826,946
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 21,019,680
b Net investment income (if negative, enter -0-) 45,140,987
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............. 500 500 500
2 Savings and temporary cash investments......... 26,213,241 14,538,590 14,538,590
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) 133,670,296 Click to see attachment125,867,718 125,867,718
b Investments—corporate stock (attach schedule)....... 224,606,479 Click to see attachment194,297,866 194,297,866
c Investments—corporate bonds (attach schedule)....... 74,971,729 Click to see attachment70,581,799 70,581,799
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 200,026,320 Click to see attachment165,679,718 165,679,718
14 Land, buildings, and equipment: basis bullet15,763,219
Less: accumulated depreciation (attach schedule) bullet   15,763,219 15,763,219 15,763,219
15 Other assets (describe bullet) Click to see attachment10,646,253 Click to see attachment5,746,253 Click to see attachment5,746,253
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 685,898,037 592,475,663 592,475,663
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 685,898,037 592,475,663
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 685,898,037 592,475,663
30 Total liabilities and net assets/fund balances (see instructions). 685,898,037 592,475,663
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
685,898,037
2
Enter amount from Part I, line 27a .....................
2
21,019,680
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
706,917,717
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
114,442,054
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
592,475,663
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 SALE OF DONATED SECURITIES D    
b SALE OF PUBLICLY TRADED SECURITIES P    
c CAPITAL GAINS DIVIDENDS P    
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 4,359,921   1,536,959 2,822,962
b 110,540,517   82,541,498 27,999,019
c 2,457,487     2,457,487
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       2,822,962
b       27,999,019
c       2,457,487
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 33,279,468
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........................... 3 627,460
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- ..... 5 627,460
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 377,000
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.............. 7 377,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 250,460
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 changesClick to see attachment....
3
Yes
 
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, NY
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.PCLBFOUNDATION.ORG
    14
    The books are in care ofbulletD BEN BENOIT Telephone no.bullet (860) 572-1242

    Located atbullet7 MASONS ISLAND ROADMYSTICCT ZIP+4bullet06355
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
    Yes
     
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
    No
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
    Yes
     
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
    Yes
     
    (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
     
    No
    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
    Yes
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
    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
    CHRISTOPHER BUCK PRESIDENT/DIRECTOR
    20.00     		25,000 28,566 0
    7 MASONS ISLAND ROAD
    MYSTIC,CT06355
    WILLIAM BUCK TREASURER/DIRECTOR
    20.00     		25,000 28,566 0
    7 MASONS ISLAND ROAD
    MYSTIC,CT06355
    MICHAEL BUCK SECRETARY/DIRECTOR
    20.00     		25,000 275 0
    7 MASONS ISLAND ROAD
    MYSTIC,CT06355
    VERA LOURENCO DIRECTOR
    20.00     		25,000 20,992 0
    7 MASONS ISLAND ROAD
    MYSTIC,CT06355
    D BEN BENOIT EXECUTIVE DIRECTOR
    30.00     		260,417 7,241 0
    7 MASONS ISLAND ROAD
    MYSTIC,CT06355
    SAMUEL BUCK DIRECTOR
    20.00     		25,000 9,311 0
    7 MASONS ISLAND ROAD
    MYSTIC,CT06355
    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
    CARRIE SCHINDELE EVP - PROGRAMS & ADM
    40.00     		195,104 21,675 0
    633 THIRD AVENUE 16TH FLOOR
    NEW YORK,NY10017
    DANIEL WEISS PROGRAM DIRECTOR
    40.00     		101,573 32,048 8,819
    633 THIRD AVENUE 16TH FLOOR
    NEW YORK,NY10017
    REBECCA GREENBERG ELLIS PROGRAM OFFICER
    40.00     		102,849 33,818 0
    633 THIRD AVENUE 16TH FLOOR
    NEW YORK,NY10017
    JULIE WONG GRANTS & ADMINISTRAT
    40.00     		98,510 14,522 0
    633 THIRD AVENUE 16TH FLOOR
    NEW YORK,NY10017
    LILLIAN LIANG PROGRAM OFFICER
    40.00     		89,578 14,117 2,277
    633 THIRD AVENUE 16TH FLOOR
    NEW YORK,NY10017
    Total number of other employees paid over $50,000...................bullet 4
    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
    BANK OF AMERICA PRIVATE BANK INVESTMENT MANAGEMENT 308,775
    185 ASYLUM STREET
    HARTFORD,CT06103
    NORTHERN TRUST INVESTMENT MANAGEMENT 278,552
    ONE INTERNATIONAL PLACE SUITE 1600
    BOSTON,MA02110
    MICHAEL NEUFELD AND ASSOCIATES LEGAL 100,000
    PO BOX 72
    MILFORD,CT06460
    MORGAN STANLEY INVESTMENT MANAGEMENT 64,905
    545 LONG WHARF DR 7TH FLOOR
    NEW HAVEN,CT06511
    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 IN ACCORDANCE WITH THE PROGRAMS AND POLICIES OF THE FOUNDATION TO SUPPORT LAND CONSERVATION, DURING THE FISCAL YEAR ENDED JUNE 30, 2022, $750,000 WAS LOANED TO THE SCENIC HUDSON LAND TRUST, INC. FOR THE PURPOSE OF ACQUIRING APPROXIMATELY 68 ACRES OF PROPERTY LOCATED IN THE TOWN OF NEW BALTIMORE, COUNTY OF GREENE, STATE OF NEW YORK. THE NOTE HAS AN INTEREST RATE OF 0% PER ANNUM. THE TERM OF THE LOAN IS FIVE YEARS OR UPON THE SALE OR DISPOSAL OF ALL OR ANY PORTION OF THE PROPERTY. AS OF JUNE 30, 2022, THE OUTSTANDING BALANCE ON THE LOAN IS $750,000. 750,000
    2 IN ACCORDANCE WITH THE PROGRAMS AND POLICIES OF THE FOUNDATION TO SUPPORT LAND CONSERVATION, DURING THE FISCAL YEAR ENDED JUNE 30, 2022, $550,000 WAS LOANED TO COLUMBIA LAND CONSERVANCY, INC. FOR THE PURPOSE OF ACQUIRING PURCHASE-FEE SIMPLE INTERESTS IN AND TO TWO PARCELS OF PROPERTY COMPRISING APPROXIMATELY 152.49 ACRES OF PROPERTY LOCATED AT 1580 STATE ROUTE 82 IN THE TOWN OF GALLATIN, COUNTY OF COLUMBIA, STATE OF NEW YORK. THE NOTE HAS AN INTEREST RATE OF 0% PER ANNUM. THE TERM OF THE LOAN IS FIVE YEARS OR UPON THE SALE OR DISPOSAL OF ALL OR ANY PORTION OF THE PROPERTY. AS OF JUNE 30, 2022, THE OUTSTANDING BALANCE ON THE LOAN IS $550,000. 550,000
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet1,300,000
    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
    628,037,656
    b
    Average of monthly cash balances.......................
    1b
    21,942,602
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    649,980,258
    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
    649,980,258
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    9,749,704
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    640,230,554
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    32,011,528
    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
    32,011,528
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    627,460
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    627,460
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    31,384,068
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    6,200,000
    5
    Add lines 3 and 4............................
    5
    37,584,068
    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
    37,584,068
    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 37,584,068
    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......  
    b From 2017......  
    c From 2018...... 8,830,926
    d From 2019...... 2,098,643
    e From 2020......  
    f Total of lines 3a through e ........ 10,929,569
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 36,126,946
    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..... 36,126,946
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 1,457,122 1,457,122
    (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 9,472,447
    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) .......     		10,000
    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 ......     		9,462,447
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018.... 7,363,804
    c Excess from 2019.... 2,098,643
    d Excess from 2020....  
    e Excess from 2021....  
    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 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
    50CAN
    1380 MONROE ST NW 413
    WASHINGTON,DC20010     		N/A PC CONNCAN 200,000
    50CAN
    1380 MONROE ST NW 413
    WASHINGTON,DC20010     		N/A PC LEAD (LATINOS FOR EDUCATIONAL ADVOCACY AND DIVERSITY) 850,000
    ACHIEVEMENT FIRST INC
    370 JAMES STREET SUITE 404
    NEW HAVEN,CT065133091     		N/A PC GENERAL OPERATING SUPPORT 4,500,000
    ADIRONDACK LAND TRUST
    2861 ROUTE 73
    KEENE,NY12942     		N/A PC BELT: MERGER BETWEEN ADIRONDACK LAND TRUST AND LAKE PLACID CONSERVANCY 50,000
    AGRICULTURAL STEWARDSHIP ASSOCIATION
    2531 STATE ROUTE 40
    GREENWICH,NY128342301     		N/A PC GENERAL OPERATING SUPPORT 125,000
    AMERICAN CIVIL LIBERTIES UNION FDN OF CT
    765 ASYLUM AVENUE FL 1
    HARTFORD,CT061052822     		N/A PC GENERAL OPERATING SUPPORT 30,000
    ANDERSON MELITA
    STILLMAN 415 BOX A85 COLGATE
    UNIVERSITY 13 OAK DRIVE
    HAMILTON,NY13346     		NONE I C1 2021-22 SCHOLARSHIP 1,070
    ART SCIENCE RESEARCH LABORATORY INC
    62 GREENE STREET 3RD FLOOR
    NEW YORK,NY100124346     		N/A POF GENERAL OPERATING SUPPORT 10,000
    ASPETUCK LAND TRUST INC
    PO BOX 444
    WESTPORT,CT068810444     		N/A PC GENERAL OPERATING SUPPORT 100,000
    ASSOCIACAO BENEFICENTE DE RECUPERACAO DA ALEGRIA E SAUDE
    AVENIDA GETULIO VARGAS 149 CENTRO
    MANTENA,MINAS GERAIS35290-000
    BR     		N/A NC GENERAL OPERATING SUPPORT 95,646
    BINGHAMTON UNIVERSITY ITF LEE GEORG
    4400 VESTAL PARKWAY EAST
    BINGHAMTON,NY13902     		NONE I C1 2021-22 SCHOLARSHIP 23,390
    BOULDER COMMUNITY BROADCAST ASSOC (KGNU)
    4700 WALNUT ST
    BOULDER,CO803012538     		N/A PC GENERAL OPERATING SUPPORT 10,000
    BOULDER PRIDE (DBA OUT BOULDER COUNTY)
    3340 MITCHELL LN
    BOULDER,CO80301     		N/A PC OUT YOUTH PROGRAM 10,000
    BOY SCOUTS OF AMERICA - CT RIVERS COUNCIL
    60 DARLIN STREET
    EAST HARTFORD,CT06108     		N/A PC CAMPERSHIPS 100,000
    BOY SCOUTS OF AMERICA-GREATER NY COUNCILS
    475 RIVERSIDE DRIVE SUITE 600
    NEW YORK,NY101150072     		N/A PC CAMPERSHIPS 100,000
    BRANDEIS UNIVERSITY ITF SCHULTERS K
    415 SOUTH ST MSC 110
    WALTHAM,MA024532728     		NONE I C2 2021-22 SCHOLARSHIP 17,433
    BRASS CITY CHARTER SCHOOL
    289 WILLOW STREET
    WATERBURY,CT067101515     		N/A PC GENERAL OPERATING SUPPORT 500,000
    BRIDGE ACADEMY
    160 PULASKI STREET
    BRIDGEPORT,CT066082310     		N/A PC GETTING TO GREAT 100,000
    CAMBIAR EDUCATION
    4653 CARMEL MOUNTAIN RD STE 308-97
    SAN DIEGO,CA921306650     		N/A PC SPELLIGENT EDUCATION - NEW CHARTER SCHOOLS FOR CT 150,000
    CAPITAL PREPARATORY SCHOOLS INC
    777 MAIN ST
    BRIDGEPORT,CT066044979     		N/A PC GENERAL OPERATING SUPPORT 1,500,000
    CAPITOL REGION EDUCATION COUNCIL FDN
    111 CHARTER OAK AVENUE
    HARTFORD,CT061061912     		N/A PC CONNECTICUT TEACHER RESIDENCY PROGRAM 410,000
    CARVAJAL KAREN
    KING-0103 3333 WALNUT STREET
    PHILADELPHIA,PA191046193     		NONE I C2 2021-22 SCHOLARSHIP 1,714
    CENTER FOR LEARNER EQUITY
    420 LEXINGTON AVE RM 300
    NEW YORK,NY101700399     		N/A PC STATEWIDE GUIDANCE RELATED TO REIMBURSEMENT OF ACTUAL COSTS FOR EDUCATING STUDENTS WITH DISABILITIES 140,000
    CHALKBEAT INC
    450 7TH AVENUE 32ND FLOOR
    NEW YORK,NY101230101     		N/A PC CHALKBEAT NEW YORK 75,000
    CHANGE SUMMER
    119 WEST 72ND ST SUITE 187
    NEW YORK,NY100233201     		N/A PC CAMPERSHIPS 100,000
    CITY CENTER DANBURY EVENTS INC
    268 MAIN STREET
    DANBURY,CT068106652     		N/A PC HEALTHY FOOD FOR HEALTHIER OLDER ADULTS: FOOD SECURITY WITH DIGNITY 30,000
    CITY OF DANBURY
    10 ELMWOOD PLACE
    DANBURY,CT06810     		N/A GOV DEPARTMENT OF ELDERLY SERVICES 75,000
    CITY REPORT
    35 W 31ST ST FL 4
    NEW YORK,NY100014418     		N/A PC GENERAL OPERATING SUPPORT 60,000
    COLGATE UNIVERSITY ITF ANDERSON MEL
    13 OAK DRIVE
    HAMILTON,NY133461338     		NONE I C1 2021-22 SCHOLARSHIP 730
    COLLINS NYEMIAH
    UNIVERSITY OF NEW HAVEN
    WEST HAVEN,CT065161916     		NONE I C2 2021-22 SCHOLARSHIP 2,300
    COLUMBIA LAND CONSERVANCY
    49 MAIN ST
    CHATHAM,NY120371225     		N/A PC GENERAL OPERATING SUPPORT 100,000
    COLUMBIA UNIVERSITY
    615 WEST 131ST STREET 6TH FLOOR
    NEW YORK,NY10128     		N/A PC SUPPORTING AND SPREADING EDUCATION SYSTEM TRANSFORMATION 26,500
    COLUMBIA UNIVERSITY
    615 WEST 131ST STREET 6TH FLOOR
    NEW YORK,NY10128     		N/A PC CENTER FOR PUBLIC RESEARCH AND LEADERSHIP - ADVANCING STATEWIDE SYSTEM TRANSFORMATION 247,500
    COLUMBIA UNIVERSITY
    615 WEST 131ST STREET 6TH FLOOR
    NEW YORK,NY10128     		N/A PC CPRL: ADVANCING STATEWIDE SYSTEM TRANSFORMATION 1,061,000
    COLUMBUS AYANNA
    2158 PARESKY
    WILLIAMSTOWN,MA01267     		NONE I C1 2021-22 SCHOLARSHIP 698
    COMMUNITY HEALTH PROJECT INC
    356 WEST 18TH STREET
    NEW YORK,NY10011     		N/A PC GENERAL OPERATING SUPPORT 150,000
    CONNECTICUT COMMUNITY CARE
    43 ENTERPRISE DRIVE
    BRISTOL,CT060107457     		N/A PC DANBURY ENHANCED HOUSING AND CARE MANAGEMENT PROGRAM AND AGE WELL LEADERSHIP 140,000
    CONNECTICUT LAND CONSERVATION COUNCIL
    27 WASHINGTON STREET DEKOVEN HOUSE
    MIDDLETOWN,CT064572872     		N/A PC GENERAL OPERATING SUPPORT 250,000
    CONNECTICUT NEWS PROJECT INC
    1049 ASYLUM AVE
    HARTFORD,CT061052432     		N/A PC CONNECTICUT (CT) MIRROR 100,000
    DAILY BREAD - AN ECUMENICAL FOOD PANTRY
    25 WEST ST
    DANBURY,CT068130002     		N/A PC GENERAL OPERATING SUPPORT 45,000
    DANBURY & NEW MILFORD HOSPITAL FOUNDATION
    24 HOSPITAL AVE
    DANBURY,CT068106099     		N/A PC FAITH COMMUNITY NURSE PROGRAM/GOLDSTONE CAREGIVER COORDINATOR 30,000
    DANBURY GRASSROOTS TENNIS INC
    PO BOX 2912
    DANBURY,CT068041430     		N/A PC GENERAL OPERATING SUPPORT 40,000
    DEPAUW UNIVERSITY ITF HALL ASHLEY
    204 E SEMINARY
    GREENCASTLE,IN461350037     		NONE I C1 2021-22 SCHOLARSHIP 14,701
    DUTCHESS LAND CONSERVANCY
    PO BOX 138
    MILLBROOK,NY125450138     		N/A PC GENERAL OPERATING SUPPORT 300,000
    EDUCATION REFORM NOW INC
    276 5TH AVENUE SUITE 704 915
    NEW YORK,NY100014527     		N/A PC ERN-CONNECTICUT 275,000
    EDUCATORS FOR EXCELLENCE
    80 PINE STREET 28TH FLOOR
    NEW YORK,NY100051733     		N/A PC E4E-CT ($250,000) AND E4E-NY ($300,000) 550,000
    ELEVATE CHARTER SCHOOLS
    2666 STATE STREET SUITE 2B
    HAMDEN,CT06517     		N/A NC GENERAL OPERATING SUPPORT 2,360,000
    EXCELLENCE COMMUNITY SCHOOLS INC
    2000 BENEDICT AVE
    BRONX,NY104624404     		N/A PC GENERAL OPERATING SUPPORT 1,000,000
    EXPANDED SCHOOLS INC
    11 WEST 42ND STREET 3RD FLOOR
    NEW YORK,NY100368002     		N/A PC PATHWAYS FELLOWSHIP 200,000
    FAITHACTS FOR EDUCATION
    857 POST ROAD SUITE 310
    FAIRFIELD,CT06824     		N/A PC GENERAL OPERATING SUPPORT 525,000
    FAMILIES NETWORK OF WESTERN CONNECTICUT
    5 LIBRARY PLACE
    DANBURY,CT068106617     		N/A PC PARENT LEADERSHIP PROGRAMS 25,000
    FRESH AIR FUND
    633 THIRD AVENUE 14TH FLOOR
    NEW YORK,NY100176706     		N/A PC CAMPERSHIPS 100,000
    FUND FOR INVESTIGATIVE JOURNALISM
    1100 13TH STREET NW STE 800
    WASHINGTON,DC20005     		N/A PC GENERAL OPERATING SUPPORT 5,000
    FUNDACAO CLINICA CARMEN LUCIA
    RODOVIA DO SOL N 0 QUADRA 022 LOTE
    08-A BARRA DO JUCU
    VILA VELHA,ESPIRITO SANTO29125-033
    BR     		N/A NC GENERAL OPERATING SUPPORT 687,194
    GAYLE TASHARA
    SPELMAN COLLEGE
    ATLANTA,GA303144395     		NONE I C2 2021-22 SCHOLARSHIP 4,300
    GIBBS ISAIAH
    UNIVERSITY AT BUFFALO SUNY
    BUFFALO,NY14260     		NONE I C2 2021-22 SCHOLARSHIP 2,152
    GIRL SCOUT COUNCIL OF GREATER NEW YORK
    40 WALL STREET SUITE 708
    NEW YORK,NY100051395     		N/A PC CAMPERSHIPS 100,000
    GIRL SCOUTS OF CONNECTICUT
    340 WASHINGTON STREET
    HARTFORD,CT061063317     		N/A PC CAMPERSHIPS 100,000
    GLSEN INC
    110 WILLIAM ST 30TH FLOOR
    NEW YORK,NY100383901     		N/A PC GENERAL OPERATING SUPPORT 10,000
    GOOD FOOD INSTITUTE INC
    2503 D N HARRISON ST 19
    ARLINGTON,VT222071640     		N/A PC GENERAL OPERATING SUPPORT 3,000
    HALL ASHLEY
    UB BOX 5505 408 SOUTH LOCUST STREET
    GREENCASTLE,IN461351776     		NONE I C1 2021-22 SCHOLARSHIP 1,127
    HELPING OUR PEOPLE TO EXCEL
    PO BOX 9032
    NEW HAVEN,CT065320032     		N/A PC NEW CHARTER SCHOOLS FOR CT 150,000
    HIGHLANDS CURRENT INC
    142 MAIN ST
    COLD SPRING,NY105162819     		N/A PC GENERAL OPERATING SUPPORT 5,000
    HIGHVILLE CHARTER SCHOOL INC
    1 SCIENCE PARK
    NEW HAVEN,CT065111963     		N/A PC GETTING TO GREAT 90,000
    HIGHVILLE CHARTER SCHOOL INC
    1 SCIENCE PARK
    NEW HAVEN,CT065111963     		N/A PC GENERAL OPERATING SUPPORT 325,000
    HILLSIDE FOOD OUTREACH
    2 WESTCHESTER PLAZA
    ELMSFORD,NY105231607     		N/A PC GENERAL OPERATING SUPPORT 35,000
    HOWARD UNIVERSITY ITF SAWERS RONELL
    2244 10TH STREET ROOM 302
    WASHINGTON,DC200590001     		NONE I C2 2021-22 SCHOLARSHIP 24,294
    HUDSON HIGHLANDS LAND TRUST
    20 NAZARETH WAY
    GARRISON,NY105240000     		N/A PC GENERAL OPERATING SUPPORT 275,000
    INSTITUTE FOR NONPROFIT NEWS
    714 W OLYMPIC BLVD 931
    LOS ANGELES,CA90015     		N/A PC GENERAL OPERATING SUPPORT 80,000
    INTREPID FALLEN HEROES FUND
    ONE INTREPID SQUARE-WEST 46TH ST
    AND 12TH AVE
    NEW YORK,NY100360000     		N/A PC GENERAL OPERATING SUPPORT 10,000
    JERICHO PARTNERSHIP INC
    13 ROSE ST
    DANBURY,CT068105809     		N/A PC GENERAL OPERATING SUPPORT 60,000
    JOSHUA'S TRACT CONSERVATION AND HISTORIC TRUST
    624 WORMWOOD HILL RD PO BOX 4
    MANSFIELD CENTER,CT06250     		N/A PC GENERAL OPERATING SUPPORT 75,000
    JUMOKE ACADEMY INC
    999 ASYLUM AVENUE SUITE 200
    HARTFORD,CT061052416     		N/A PC GETTING TO GREAT 250,000
    JUMOKE ACADEMY INC
    999 ASYLUM AVENUE SUITE 200
    HARTFORD,CT061052416     		N/A PC GENERAL OPERATING SUPPORT 500,000
    KALINE EMILY
    THE NEW SCHOOL - PARSONS SCHOOL OF
    DESIGN
    NEW YORK,NY100118002     		NONE I C2 2021-22 SCHOLARSHIP 4,171
    KIPP FOUNDATION
    135 MAIN ST STE 1875
    SAN FRANCISCO,CA941051955     		N/A PC POST-SECONDARY SUCCESS PARTNERSHIP 300,000
    LAND TRUST ALLIANCE INCORPORATED
    1250 H STREET NW SUITE 600
    WASHINGTON,DC200053952     		N/A PC GENERAL OPERATING SUPPORT 250,000
    LEE GEORGE
    BU BOX 21882 PO BOX 6020
    BINGHAMTON,NY13902     		NONE I C1 2021-22 SCHOLARSHIP 4,992
    LITTLE RHODY RESCUE
    31 C COOPER RD
    GLOCESTER,RI028141444     		N/A PC GENERAL OPERATING SUPPORT 150
    MANITOGA
    PO BOX 249
    GARRISON,NY105243904     		N/A PC GENERAL OPERATING SUPPORT 5,000
    MEDECINS SANS FRONTIERES USA INC
    40 RECTOR STREET 16TH FLOOR
    NEW YORK,NY10006     		N/A PC GENERAL OPERATING SUPPORT 1,200,000
    MEGGINSON ELIJAH
    MOREHOUSE COLLEGE
    ATLANTA,GA303143773     		NONE I C2 2021-22 SCHOLARSHIP 3,876
    MEMORIAL SLOAN-KETTERING CANCER CENTER
    633 THIRD AVE FINANCE 4TH FLR
    NEW YORK,NY10065     		N/A PC GENERAL OPERATING SUPPORT 1,000
    MOHAWK HUDSON LAND CONSERVANCY INC
    425 KENWOOD AVE
    DELMAR,NY120541805     		N/A PC GENERAL OPERATING SUPPORT 100,000
    MOREHOUSE COLLEGE ITF MEGGINSON ELI
    830 WESTVIEW DRIVE SW
    ATLANTA,GA303143773     		NONE I C2 2021-22 SCHOLARSHIP 25,645
    NATIONAL CENTER FOR HEBREW LANGUAGE CHARTER SCHOOL EXCELLENCE
    729 SEVENTH AVENUE 9TH FLOOR
    NEW YORK,NY100196896     		N/A PC NEW CHARTER SCHOOLS FOR CT 150,000
    NEW HAVEN ECOLOGY PROJECT INC
    358 SPRINGSIDE AVE
    NEW HAVEN,CT065151024     		N/A PC GENERAL OPERATING SUPPORT 350,000
    NEW YORK ACADEMY OF SCIENCES
    115 BROADWAY SUITE 1701
    NEW YORK,NY10006     		N/A PC BUILDING THE TEACHER PIPELINE FROM SCIENTIST TO TEACHER 450,000
    NORTHEAST CHARTER SCHOOLS NETWORK INC
    2 TOWER PLACE
    ALBANY,NY122071710     		N/A PC CONNECTICUT CHARTER SCHOOLS ASSOCIATION (CTCSA) 1,250,000
    NORTHWEST CONNECTICUT LAND CONSERVANCY
    PO BOX 821 5 MAPLE STREET
    KENT,CT06777     		N/A PC GENERAL OPERATING SUPPORT 125,000
    NORTHWEST EVALUATION ASSOCIATION (NWEA)
    121 NW EVERETT ST
    PORTLAND,OR972094049     		N/A PC MAP LICENSES AND SERVICES FOR 2021-2022 SCHOOL YEAR 103,785
    NYC CENTER FOR CHARTER SCHOOL EXCELLENCE
    111 BROADWAY SUITE 604
    NEW YORK,NY100061975     		N/A PC GENERAL OPERATING SUPPORT 295,000
    ODYSSEY COMMUNITY SCHOOL
    579 MIDDLE TURNPIKE WEST
    MANCHESTER,CT060402728     		N/A PC GETTING TO GREAT 100,000
    ODYSSEY COMMUNITY SCHOOL
    579 MIDDLE TURNPIKE WEST
    MANCHESTER,CT060402728     		N/A PC GENERAL OPERATING SUPPORT 300,000
    ONLINE JOURNALISM PROJECT INC
    51 ELM ST 3RD FLOOR
    NEW HAVEN,CT06510     		N/A PC GENERAL OPERATING SUPPORT 50,000
    ORANGE COUNTY LAND TRUST
    50 OGDEN DRIVE UNIT A
    NEW WINDSOR,NY12553     		N/A PC GENERAL OPERATING SUPPORT 100,000
    OUR LADY OF FATIMA CHURCH
    2071 BALDWIN ST
    WATERBURY,CT067062604     		N/A PC FEAST HALL AND WINDOWS 25,000
    PARTNERS IN HEALTH
    800 BOYLSTON ST SUITE 300
    BOSTON,MA021997032     		N/A PC SIERRA LEONE MATERNAL CENTER OF EXCELLENCE 47,000
    PHI DELTA KAPPA INTERNATIONAL INC
    2550 S CLARK ST STE 930A
    ARLINGTON,VA22202     		N/A PC EDUCATORS RISING CONNECTICUT 330,000
    PHI DELTA KAPPA INTERNATIONAL INC
    2550 S CLARK ST STE 930A
    ARLINGTON,VA22202     		N/A PC EDUCATORS RISING DIVISION 345,000
    PLANNED PARENTHOOD OF SOUTHERN NEW ENGLAND
    45 FRANKLIN STREET
    NEW LONDON,CT06320     		N/A PC GENERAL OPERATING SUPPORT 150
    PROPUBLICA
    155 AVENUE OF THE AMERICAS 13TH
    FLOOR
    NEW YORK,NY10013     		N/A PC GENERAL OPERATING SUPPORT 75,000
    REACH ACADEMY CHARTER SCHOOL
    115 ASH STREET
    BUFFALO,NY142041452     		N/A PC NEW CHARTER SCHOOLS FOR CT 150,000
    REGIONAL YMCA OF WESTERN CONNECTICUT
    2 HUCKLEBERRY HILL RD
    BROOKFIELD,CT068042219     		N/A PC EDUCATION, YOUTH ADVOCACY, AND AGE WELL LEADERSHIP 65,000
    RELAY GRADUATE SCHOOL OF EDUCATION
    25 BROADWAY THIRD FLOOR
    NEW YORK,NY10004     		N/A PC RELAY CONNECTICUT: TEACHER DIVERSITY, TRAINING, AND CERTIFICATION SUPPORT 350,000
    RENSSELAER PLATEAU ALLIANCE
    1463 PLANK RD
    PETERSBURGH,NY121385631     		N/A PC GENERAL OPERATING SUPPORT 75,000
    RETRO REPORT INC
    633 THIRD AVENUE 16TH FLOOR
    NEW YORK CITY,NY10017     		N/A POF GENERAL OPERATING SUPPORT 50,000
    SACRED HEART UNIVERSITY
    5151 PARK AVENUE
    FAIRFIELD,CT06825     		N/A PC PRACTICE-BASED TEACHER EDUCATION AND TEACHER RESIDENCY CAPACITY 260,000
    SAWERS RONELL
    2205 4TH STREET NW
    WASHINGTON,DC20059     		NONE I C2 2021-22 SCHOLARSHIP 4,610
    SCENIC HUDSON INC
    1 CIVIC CENTER PLZ STE 200
    POUGHKEEPSIE,NY126013157     		N/A PC GENERAL OPERATING SUPPORT 700,000
    SCHULTERS KYLE
    BRANDEIS UNIVERSITY
    WALTHAM,MA024532728     		NONE I C2 2021-22 SCHOLARSHIP 1,800
    SHELTER OF THE CROSS DBA RENEWAL HOUSE
    18 DR AARON SAMUELS BLVD
    DANBURY,CT068100000     		N/A PC GENERAL OPERATING SUPPORT 55,000
    SISTEMA UNIVERSITARIO ANA G MENDEZ
    PO BOX 2010
    CAROLINA,PR009842010     		NONE PC CASA MUSEO JESUS T. PINERO RESTORATION, MAINTENANCE & OPERATIONS 110,000
    SPELMAN COLLEGE ITF GAYLE TASHARA
    350 SPELMAN LN SW
    ATLANTA,GA303144395     		NONE I C2 2021-22 SCHOLARSHIP 38,122
    ST JOSEPH CHURCH
    8 ROBINSON AVENUE
    DANBURY,CT068105517     		N/A PC CARMEN LUCIA BUCK RELIGIOUS EDUCATION BUILDING RENOVATION 15,000
    ST VINCENT DEPAUL MISSION OF WATERBURY
    PO BOX 1612
    WATERBURY,CT067211612     		N/A PC SOUP KITCHEN OPERATIONS 5,000
    STOWE LAND TRUST
    6 SUNSET STREET PO BOX 284
    STOWE,VT05672     		N/A PC GENERAL OPERATING SUPPORT 258
    SUCCESS ACADEMY CHARTER SCHOOLS INC
    95 PINE STREET FLOOR 6
    NEW YORK,NY100053917     		N/A PC GENERAL OPERATING SUPPORT 300,000
    TEACH FOR AMERICA INC
    25 BROADWAY 12TH FLOOR
    NEW YORK,NY100041056     		N/A PC TEACH FOR AMERICA - NEW YORK 400,000
    TEACH FOR AMERICA INC
    25 BROADWAY 12TH FLOOR
    NEW YORK,NY100041056     		N/A PC TEACH FOR AMERICA - CONNECTICUT 275,000
    TEACHORG INC
    2443 FILLMORE ST 380-9883 380-9883
    SAN FRANCISCO,CA941151814     		N/A PC GENERAL OPERATING SUPPORT 400,000
    TEACHORG INC
    2443 FILLMORE ST 380-9883 380-9883
    SAN FRANCISCO,CA941151814     		N/A PC TEACH CONNECTICUT 475,000
    THE COMMUNITY ACTION AGENCY OF WESTERN CT
    78 TRIANGLE STREET
    DANBURY,CT06810     		N/A PC COMMUNITY FOOD RESCUE 75,000
    THE ESOPUS FOUNDATION LTD
    41 SCHERMERHORN ST SUITE 143
    BROOKLYN,NY112014802     		N/A PC GENERAL OPERATING SUPPORT 5,000
    THE GROUNDTRUTH PROJECT INC
    10 GUEST STREET
    BOSTON,MA021352066     		N/A PC REPORT FOR AMERICA 185,000
    THE NEW SCHOOL - PARSONS SCHOOL OF
    80 5TH AVE 4TH FL
    NEW YORK,NY100118002     		NONE I C2 2021-22 SCHOLARSHIP 35,828
    THE SALVATION ARMY
    440 WEST NYACK ROAD
    WEST NYACK,NY109941739     		N/A PC GENERAL OPERATING SUPPORT 40,000
    THE SEATTLE FOUNDATION
    1601 5TH AVENUE SUITE 1900
    SEATTLE,WA981013615     		N/A PC RESOURCE EQUITY FUNDERS COLLABORATIVE 50,000
    THIRD SECTOR NEW ENGLAND
    89 SOUTH ST STE 700
    BOSTON,MA021112679     		N/A PC SCHOOL + STATE FINANCE PROJECT 1,600,000
    TODAY'S STUDENTS TOMORROW'S TEACHERS
    333 WESTCHESTER AVE SUITE SOUTH 208
    WHITE PLAINS,NY106042940     		N/A PC TODAYS STUDENTS, TOMORROWS TEACHERS - BRIDGEPORT 295,000
    TOWN OF WOODBURY
    281 MAIN STREET SOUTH
    WOODBURY,CT06798     		N/A GOV WOODBURY SENIOR CENTER SERVICES 10,000
    TRUST FOR PUBLIC LAND
    101 WHITNEY AVENUE 2ND FLOOR
    NEW HAVEN,CT06510     		N/A PC TRUST FOR PUBLIC LAND - CONNECTICUT 200,000
    UNCOMMON SCHOOLS INC
    826 BROADWAY 7TH FL
    NEW YORK,NY100034826     		N/A PC GENERAL OPERATING SUPPORT 300,000
    UNITED WAY OF WESTERN CONNECTICUT INC
    301 MAIN STREET NO 2-5
    DANBURY,CT068105861     		N/A PC DANBURY SENIOR PROGRAMMING AND FOOD SECURITY 145,000
    UNIVERSITY AT BUFFALO SUNY ITF GIBB
    12 CAPEN HALL
    BUFFALO,NY14260     		NONE I C2 2021-22 SCHOLARSHIP 11,768
    UNIVERSITY OF BRITISH COLUMBIA
    6388 CRESCENT ROAD
    VANCOUVER,BRITISH COLUMBIAV6T 1Z2
    CA     		N/A PC GLOBAL REPORTING CENTRE 10,000
    UNIVERSITY OF CONNECTICUT FDN
    2390 ALUMNI DRIVE U3206
    STORRS,CT062693603     		N/A PC NURSING SCHOLARSHIPS AND UNDERGRADUATE PSYCHOLOGY MINI-GRANT RESEARCH PROGRAM 20,000
    UNIVERSITY OF NEW HAVEN ITF COLLINS
    300 BOSTON POST RD
    WEST HAVEN,CT065161916     		NONE I C2 2021-22 SCHOLARSHIP 27,524
    UNIVERSITY OF ROCHESTER ITF HALL AS
    500 JOSEPH C WILSON BOULEVARD
    ROCHESTER,NY14627     		NONE I C1 2021-22 SCHOLARSHIP 4,975
    UNIVERSITY OF VIRGINIA (WTJU)
    PO BOX 400811
    CHARLOTTESVILLE,VT22904     		N/A PC WTJU RADIO STATION 5,000
    WESTCHESTER LAND TRUST
    403 HARRIS ROAD
    BEDFORD HILLS,NY10507     		N/A PC GENERAL OPERATING SUPPORT 150,000
    WESTERN CONNECTICUT HOME CARE INC
    100 SAW MILL ROAD
    DANBURY,CT068105106     		N/A PC SAFE AT HOME PROGRAM 40,000
    WILDLIFE CONSERVATION SOCIETY
    2300 SOUTHERN BOULEVARD
    BRONX,NY104601068     		N/A PC GENERAL OPERATING SUPPORT 10,000
    WILLIAMS COLLEGE ITF COLUMBUS AYANN
    HOPKINS HALL 880 MAIN STREET
    WILLIAMSTOWN,MA01267     		NONE I C1 2021-22 SCHOLARSHIP 450
    WINTONBURY LAND TRUST
    42 DUNCASTER ROAD
    BLOOMFIELD,CT060020734     		N/A PC BELT: EAST GRANBY, WEST HARTFORD, AND WINTONBURY LAND TRUSTS MERGER 25,000
    WNET
    825 EIGHTH AVE 14TH FLOOR
    NEW YORK,NY100197416     		N/A PC NJ SPOTLIGHT NEWS 75,000
    Total .................................bullet 3a 32,740,853
    bApproved for future payment
    ACHIEVEMENT FIRST INC
    370 JAMES STREET SUITE 404
    NEW HAVEN,CT065133091     		N/A PC GENERAL OPERATING SUPPORT 3,750,000
    ASPETUCK LAND TRUST INC
    PO BOX 444
    WESTPORT,CT068810444     		N/A PC GENERAL OPERATING SUPPORT 200,000
    BABSON COLLEGE ITF DELACRUZ JAIDA
    231 FOREST STREET
    BABSON PARK,MA024570310     		NONE I C3 2022-23 SCHOLARSHIP 17,000
    BOLD SCHOOLS INC
    1090 CLOSE AVE
    BRONX,NY104725504     		N/A PC NEW CHARTER SCHOOLS FOR CT 150,000
    CANISIUS COLLEGE ITF SOW TAIBOU
    2001 MAIN STREET
    BUFFALO,NY14208     		NONE I C3 2022-23 SCHOLARSHIP 17,000
    CAPITAL PREPARATORY SCHOOLS INC
    777 MAIN ST
    BRIDGEPORT,CT066044979     		N/A PC NEW CHARTER SCHOOLS FOR CT 150,000
    CLARK ATLANTA UNIVERSITY ITF DICKER
    223 JAMES P BRAWLEY SW
    ATLANTA,GA30314     		NONE I C3 2022-23 SCHOLARSHIP 17,000
    COLAB LEARNING
    53 GOLD ROAD
    WAPPINGERS FALLS,NY12590     		N/A NC NEW CHARTER SCHOOLS FOR CT 150,000
    COLUMBIA UNIVERSITY
    615 WEST 131ST STREET 6TH FLOOR
    NEW YORK,NY10128     		N/A PC CPRL: ADVANCING STATEWIDE SYSTEM TRANSFORMATION 1,400,000
    DEMOCRACY PREP PUBLIC SCHOOLS
    1767 PARK AVENUE 5TH FLOOR
    NEW YORK,NY100351901     		N/A PC NEW CHARTER SCHOOLS FOR CT 150,000
    FUNDACAO CLINICA CARMEN LUCIA
    RODOVIA DO SOL N 0 QUADRA 022 LOTE
    08-A BARRA DO JUCU
    VILA VELHA,ESPIRITO SANTO29125-033
    BR     		N/A NC GENERAL OPERATING SUPPORT 904,385
    HOWARD UNIVERSITY ITF WASHINGTON ME
    2244 10TH STREET ROOM 302
    WASHINGTON,DC20059     		NONE I C3 2022-23 SCHOLARSHIP 17,000
    JOHNSON C SMITH UNIVERSITY ITF DAVI
    100 BEATIES FORD ROAD
    CHARLOTTE,NC28216     		NONE I C3 2022-23 SCHOLARSHIP 17,000
    LEHIGH UNIVERSITY ITF BARTLEY PILAR
    27 MEMORIAL DRIVE W
    BETHLEHEM,PA180153093     		NONE I C3 2022-23 SCHOLARSHIP 17,000
    MOREHOUSE COLLEGE ITF PARRIS KYMARN
    830 WESTVIEW DRIVE SW
    ATLANTA,GA303143773     		NONE I C3 2022-23 SCHOLARSHIP 17,000
    NEW YORK UNIVERSITY ITF JONES JANIA
    383 LAFAYETTE STREET
    NEW YORK,NY10003     		NONE I C3 2022-23 SCHOLARSHIP 17,000
    NORTH CAROLINA AT STATE UNIVERSITY
    1601 EAST MARKET STREET
    GREENSBORO,NC27411     		NONE I C3 2022-23 SCHOLARSHIP 17,000
    NORTHWEST EVALUATION ASSOCIATION (NWEA)
    121 NW EVERETT ST
    PORTLAND,OR972094049     		N/A PC NWEA MAP SUITE FOR 2022-2023 SCHOOL YEAR 156,000
    PHI DELTA KAPPA INTERNATIONAL INC
    2550 S CLARK ST STE 930A
    ARLINGTON,VA22202     		N/A PC EDUCATORS RISING DIVISION 600,000
    STOWE LAND TRUST
    6 SUNSET STREET PO BOX 284
    STOWE,VT05672     		N/A PC GENERAL OPERATING SUPPORT 100,000
    UNIVERSITY OF PENNSYLVANIA ITF GREY
    3451 WALNUT STREET
    PHILADELPHIA,PA19104     		NONE I C3 2022-23 SCHOLARSHIP 17,000
    Total .................................bullet 3b 7,880,385
    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 9,352  
    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 33,235,438  
    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 45,826,654 117,296
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    45,943,950
    (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.)
    1A PROGRAMMATIC RENTAL INCOME (FOR LEASE OF OFFICE SPACE) RECEIVED FROM A 501(C)(3) PRIVATE OPERATING FOUNDATION, WHICH COINCIDES WITH THE FOUNDATION'S PURPOSE TO SUPPORT ORGANIZATIONS LIKE SUCH LESSEE THAT CONDUCT HIGH-QUALITY INVESTIGATIVE JOURNALISM, MAKE AVAILABLE NEW DATA-GATHERING AND DISTRIBUTION TOOLS AND OFFER PROFESSIONAL TRAINING TO INVESTIGATIVE JOURNALISTS.
    1C IN ACCORDANCE WITH THE PROGRAMS AND POLICIES OF THE FOUNDATION TO SUPPORT LAND CONSERVATION, DURING THE FISCAL YEAR ENDED JUNE 30, 2015, $500,000 WAS LOANED TO THE SCENIC HUDSON LAND TRUST, INC. FOR THE PURPOSE OF ACQUIRING APPROXIMATELY 149 ACRES OF PROPERTY LOCATED ALONG THE HUDSON RIVER IN THE TOWN OF BETHLEHEM, COUNTY OF ALBANY AND STATE OF NEW YORK. IN FISCAL YEAR ENDED JUNE 30, 2022, INTEREST RECEIVED FROM THIS LOAN TOTALED $2,396.
    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
    THE PETER AND CARMEN LUCIA BUCK
    FOUNDATION INC
    Employer identification number

    06-1547852
    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
    THE PETER AND CARMEN LUCIA BUCK
    FOUNDATION INC         		Employer identification number
    06-1547852
    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
    THE PETER BUCK TUITION ASSISTANCE TRUST AGREEMENT
     
    185 ASYLUM STREET
     
    HARTFORD, CT06103

    		$ 73,560


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    PETER BUCK NONGRANTOR CLAT OF 052019
     
    ONE INTERNATIONAL PLACE SUITE 1600
     
    BOSTON, MA02110

    		$ 5,801,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
    PETER BUCK NONGRANTOR CLAT OF 112012
     
    ONE INTERNATIONAL PLACE SUITE 1600
     
    BOSTON, MA02110

    		$ 5,279,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    4
    S SYDNEY DEYOUNG FOUNDATION
     
    790 ANDREWS AVENUE F10
     
    DELRAY BEACH, FL33483

    		$ 10,000


    (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
    THE PETER AND CARMEN LUCIA BUCK
    FOUNDATION INC         		Employer identification number

    06-1547852
    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
     
    		$    
    (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
    THE PETER AND CARMEN LUCIA BUCK
    FOUNDATION INC         		Employer identification number

    06-1547852
    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:
    THE PETER AND CARMEN LUCIA BUCK
     
    FOUNDATION INC
    EIN:
    06-1547852
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ANA CLAUDIA SIMONES LIMA 1,000 0   1,000
    DEMASCO SENA AND JAHELKA 33,300 0   33,300
    HOYT, FILIPPETTI & MALAGHAN, LLC 250 0   250
    PKF O'CONNOR DAVIES, LLP 50,000 0   50,000

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

    TY 2021 ExpenditureResponsibilityStmt
    Name:
    THE PETER AND CARMEN LUCIA BUCK
     
    FOUNDATION INC
    EIN:
    06-1547852
    Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
    ASSOCIAO BENEFICENTE DE RECUPERAO DA ALEGRIA E SADE (ABRAS)
          		AVENIDA GETLIO VARGAS 149 CENTRO
    MANTENA,MINAS GERAIS35290-000
    BR     		2021-04-16 84,411 GENERAL OPERATING SUPPORT AND RE-GRANTS TO CHARITABLE ORGANIZATIONS IN BRAZIL 84,411 NO 5/31/2021, 6/30/2021, 7/31/2021, 8/31/2021, 9/30/2021, 10/31/2021, 11/30/202    
    ART SCIENCE RESEARCH LABORATORY INC
          		62 GREENE STREET 3RD FLOOR
    NEW YORK,NY100124346     		2021-05-24 10,000 GENERAL OPERATING SUPPORT 10,000 NO 1/31/2022    
    RETRO REPORT INC
          		7 MASONS ISLAND RD STE 1
    MYSTIC,CT063552938     		2021-05-27 50,000 GENERAL OPERATING SUPPORT 50,000 NO 1/31/2022    
    FUNDACAO CLINICA CARMEN LUCIA
          		RODOVIA DO SOL 3499 BARRA DO JUCU
    VILA VELHA,ESPIRITO SANTO29125-033
    BR     		2021-08-06 120,000 GENERAL OPERATING SUPPORT 120,000 NO 7/31/2021, 8/31/2021, 9/30/2021, 10/31/2021, 11/30/2021, 12/31/2021    
    FUNDACAO CLINICA CARMEN LUCIA
          		RODOVIA DO SOL 3499 BARRA DO JUCU
    VILA VELHA,ESPIRITO SANTO29125-033
    BR     		2021-11-18 102,704 GENERAL OPERATING SUPPORT 102,704 NO 7/31/2021, 8/31/2021, 9/30/2021, 10/31/2021, 11/30/2021, 12/31/2021    
    FUNDACAO CLINICA CARMEN LUCIA
          		RODOVIA DO SOL 3499 BARRA DO JUCU
    VILA VELHA,ESPIRITO SANTO29125-033
    BR     		2021-12-31 2,608 GENERAL OPERATING SUPPORT 2,608 NO 7/31/2021, 8/31/2021, 9/30/2021, 10/31/2021, 11/30/2021, 12/31/2021    
    FUNDACAO CLINICA CARMEN LUCIA
          		RODOVIA DO SOL 3499 BARRA DO JUCU
    VILA VELHA,ESPIRITO SANTO29125-033
    BR     		2022-01-19 460,000 GENERAL OPERATING SUPPORT 356,897 NO 1/31/2022, 2/28/2022, 3/31/2022, 4/30/2022, 5/31/2022, 6/30/2022    
    ELEVATE CHARTER SCHOOLS INC
          		2666 STATE STREET SUITE B2
    HAMDEN,CT06517     		2022-03-02 400,000 GENERAL OPERATING SUPPORT 0 NO NARRATIVE, FINANCIAL REPORT DUE 8/31/2022    
    ASSOCIAO BENEFICENTE DE RECUPERAO DA ALEGRIA E SADE (ABRAS)
          		AVENIDA GETLIO VARGAS 149 CENTRO
    MANTENA,MINAS GERAIS35290-000
    BR     		2022-05-06 95,646 GENERAL OPERATING SUPPORT AND RE-GRANTS TO CHARITABLE ORGANIZATIONS IN BRAZIL 71,214 NO 5/31/2022, 6/30/2022    
    ART SCIENCE RESEARCH LABORATORY INC
          		62 GREENE STREET 3RD FLOOR
    NEW YORK,NY100124346     		2022-05-10 10,000 GENERAL OPERATING SUPPORT 0 NO NARRATIVE, FINANCIAL REPORT DUE 1/31/2023    
    RETRO REPORT INC
          		7 MASONS ISLAND RD STE 1
    MYSTIC,CT063552938     		2022-05-10 50,000 GENERAL OPERATING SUPPORT 0 NO NARRATIVE, FINANCIAL REPORT DUE 1/31/2023    
    ELEVATE CHARTER SCHOOLS INC
          		2666 STATE STREET SUITE B2
    HAMDEN,CT06517     		2022-06-23 1,960,000 GENERAL OPERATING SUPPORT 0 NO NARRATIVE, FINANCIAL REPORT DUE 1/31/2023    
    FUNDACAO CLINICA CARMEN LUCIA
          		RODOVIA DO SOL 3499 BARRA DO JUCU
    VILA VELHA,ESPIRITO SANTO29125-033
    BR     		2022-06-30 1,886 GENERAL OPERATING SUPPORT 1,886 NO 1/31/2022, 2/28/2022, 3/31/2022, 4/30/2022, 5/31/2022, 6/30/2022    

    TY 2021 GeneralExplanationAttachment
    Name:
    THE PETER AND CARMEN LUCIA BUCK
     
    FOUNDATION INC
    EIN:
    06-1547852
    Identifier Return Reference Explanation
    UNDISTRIBUTED INCOME PART XII, LINE 7 THE FOUNDATION RECEIVED A CONTRIBUTION FROM A PRIVATE FOUNDATION WHICH IT EXPENSED OR REDISTRIBUTED. IN ACCORDANCE WITH IRS REG. 53-4942(A)-3(D) THE FOUNDATION IS ELECTING TO TREAT THE $10,000 NOT AS A QUALIFYING DISTRIBUTION BUT AS A DISTRIBUTION OUT OF CORPUS. PURSUANT TO REG. 53.4942(A)-3(C)(2)(IV), THE FOUNDATION HEREBY ELECTS TO TREAT, AS A CURRENT CORPUS DISTRIBUTION, THE FOLLOWING UNUSED PRIOR TAX YEARS' DISTRIBUTIONS THAT WERE TREATED AS CORPUS DISTRIBUTIONS UNDER REG. 53.4942(A)-3(D)(1)(III) IN SUCH PRIOR TAX YEARS: TAX YEAR AMOUNT2018 $10,000

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    THE PETER AND CARMEN LUCIA BUCK
     
    FOUNDATION INC
    EIN:
    06-1547852
    Name of Bond End of Year Book Value End of Year Fair Market Value
    NUCOR CORP 4.125% 425000 UNITS 425,470 425,470
    STATE STR CORP 2.4% DUE 01-24-2030 1000000 UNITS 872,194 872,194
    SCHWAB CHARLES 3.2% 300000 UNITS 288,059 288,059
    PUBLIC STORAGE 2.3% 200000 UNITS 168,016 168,016
    MORGAN STANLEY 1510000 UNITS 1,442,246 1,442,246
    WELLS FARGO & CO TRANCHE # SR 00129 3.45% 300000 UNITS 300,281 300,281
    UNITEDHEALTH GROUP INC 1500000 UNITS 1,480,110 1,480,110
    ST STR CORPORATION 3.1% DUE 450000 UNITS 448,806 448,806
    SIMON PPTY GROUP L P 3.5% 500000 UNITS 487,148 487,148
    WELLS FARGO & COMPANY 1500000 UNITS 1,404,585 1,404,585
    PRUDENTIAL FINL 2.1% 500000 UNITS 426,308 426,308
    PEPSICO INC 1000000 UNITS 984,840 984,840
    SALESFORCE.COM INC 1.5% 750000 UNITS 655,044 655,044
    VISA INC 750000 UNITS 692,820 692,820
    TRUIST FINANCIAL CORP MTN 1.125% 500000 UNITS 427,801 427,801
    VISA INC 2.75% 600000 UNITS 573,420 573,420
    TOYOTA MTR CR CORP MEDIUM TERM NTS 2.25% 500000 UNITS 493,368 493,368
    PHILIP MORRIS INTL INC 3.6% 500000 UNITS 501,449 501,449
    PACCAR FINANCIAL CORP 2000000 UNITS 1,936,500 1,936,500
    ORACLE CORP 3.4% 750000 UNITS 739,289 739,289
    UNION PAC CORP 2.75% 500000 UNITS 479,767 479,767
    UNITEDHEALTH GROUP 3.85% 700000 UNITS 695,575 695,575
    NVIDIA CORP 1.55% 750000 UNITS 656,996 656,996
    S&P GLOBAL 1.25% 500000 UNITS 395,773 395,773
    PNC BK N A PITTSBURGH PA 2.7% 470000 UNITS 469,791 469,791
    WALMART INC 1.050% 2000000 UNITS 1,821,100 1,821,100
    TARGET CORP FIXED 3.375% 850000 UNITS 817,443 817,443
    US BANCORP FIXED 1.375% 250000 UNITS 199,215 199,215
    WALMART INC 3.7% DUE 06-26-2028 1000000 UNITS 997,183 997,183
    PROCTER & GAMBLE CO 2.85% 500000 UNITS 483,867 483,867
    PROCTER & GAMBLECO/THE 1000000 UNITS 919,350 919,350
    3M CO 2% 600000 UNITS 577,827 577,827
    EMERSON ELEC CO FIXED 1.8% 1000000 UNITS 895,331 895,331
    CHUBB INA HLDGS INC 1.375% 500000 UNITS 399,008 399,008
    CISCO SYS INC 3.5% 700000 UNITS 702,411 702,411
    CME GROUP INC 3% 1000000 UNITS 987,060 987,060
    COCA COLA CO 1.65% 250000 UNITS 211,994 211,994
    COMCAST CORP 1500000 UNITS 1,504,680 1,504,680
    COMCAST CORP NEW 3.375% 700000 UNITS 690,088 690,088
    CONNECTICUT LIGHT& PWR 2500000 UNITS 2,488,625 2,488,625
    CHEVRON CORP NEW 3.326% 1000000 UNITS 992,929 992,929
    COSTCO WHOLESALE CORP NEW 1.6% 250000 UNITS 210,875 210,875
    EOG RES INC 2.625% 570000 UNITS 567,759 567,759
    ERP OPERATING LP 1.85% 850000 UNITS 697,361 697,361
    ESTEE LAUDER COMPANIES INC 2.375% 700000 UNITS 622,713 622,713
    EXXON MOBIL CORP 3.043% 1000000 UNITS 980,795 980,795
    GOLDMAN SACHS GROUP INC 1250000 UNITS 1,236,038 1,236,038
    HERSHEY CO 2.3% 500000 UNITS 474,983 474,983
    HERSHEY COMPANY 1000000 UNITS 972,170 972,170
    DEERE JOHN CAP 2.65% 7000000 UNITS 690,858 690,858
    HOME DEPOT INC 3.35% 500000 UNITS 496,396 496,396
    CHARLES SCHWAB CORP 2500000 UNITS 2,258,025 2,258,025
    CATERPILLAR FINL 3.3% 700000 UNITS 698,212 698,212
    ABBOTT LABS 1.15% 500000 UNITS 435,614 435,614
    ACEINA HOLDINGS 1500000 UNITS 1,474,905 1,474,905
    ALLSTATE CORP 1.45% 500000 UNITS 397,221 397,221
    AMAZON COM INC 1.5% 500000 UNITS 415,438 415,438
    AMERICAN HONDA FINANCE 2000000 UNITS 1,899,420 1,899,420
    AMERN EXPRESS CR 3.3% 300000 UNITS 288,632 288,632
    AMERN HONDA FIN 2.35% 800000 UNITS 744,445 744,445
    CATERPILLAR FINL SERVICE 1500000 UNITS 1,375,560 1,375,560
    APPLE INC 1.2% 250000 UNITS 218,697 218,697
    BALTIMORE GAS & ELECTRIC 2000000 UNITS 1,994,180 1,994,180
    BANK NEW YORK MELLON CORP MEDIUM TERM SR 1.65% 500000 UNITS 404,690 404,690
    BANK OF AMERICA CORP 1.734% 750000 UNITS 666,672 666,672
    BK NEW YORK MELLON 3.4% 1000000 UNITS 998,229 998,229
    BLACKROCK INC 3.2% 500000 UNITS 486,856 486,856
    BP CAP MKTS AMER FIXED 2.75% 400000 UNITS 399,155 399,155
    BRISTOL MYERS 2% 365000 UNITS 364,894 364,894
    APPLE INC 2.2% 500000 UNITS 450,225 450,225
    HONEYWELL INTL INC 1.35% 500000 UNITS 470,605 470,605
    WISCONSIN ELECTRIC POWER 75000 UNITS 738,645 738,645
    INTEL CORP 2.45% 500000 UNITS 446,128 446,128
    MASTERCARD INC 2.95% 500000 UNITS 487,919 487,919
    HORMEL FOODS CORP 1.8% 250000 UNITS 209,609 209,609
    JPMORGAN CHASE & 2.95% 1000000 UNITS 951,541 951,541
    JP MORGAN CHASE 2500000 UNITS 2,370,120 2,370,120
    JOHNSON & JOHNSON FIXED 2.9% 1000000 UNITS 966,110 966,110
    JOHN DEERE CAPITAL CORP 1288000 UNITS 1,273,900 1,273,900
    MCDONALDS CORP 6.3% 350000 UNITS 401,203 401,203
    MERCK & CO INC 1000000 UNITS 987,870 987,870
    MERCK & CO INC/BRISTOL-MYERS SQUIBB EX 1.7% 750000 UNITS 681,300 681,300
    METLIFE INC 1000000 UNITS 1,012,460 1,012,460
    INTL BUSINESS 1.7% 1000000 UNITS 899,418 899,418
    KIMBERLY-CLARK CORP SR NT 2% 7500000 UNITS 630,045 630,045
    INTEL CORP 2.7% 250000 UNITS 99,960 99,960
    INTEL CORP 2000000 UNITS 1,999,280 1,999,280
    INTERCONTINENTAL 3.75% 500000 UNITS 477,004 477,004
    INTERCONTINENTAL 3.1% 450000 UNITS 423,897 423,897

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    THE PETER AND CARMEN LUCIA BUCK
     
    FOUNDATION INC
    EIN:
    06-1547852
    Name of Stock End of Year Book Value End of Year Fair Market Value
    HILTON WORLD WIDE 1884 SHARES 209,953 209,953
    PRUDENTIAL FINANCIAL INC 4170 SHARES 398,986 398,986
    HOME DEPOT INC 7980 SHARES 2,188,675 2,188,675
    GOLDMAN SACHS GROUP INC COM 7199 SHARES 2,138,247 2,138,247
    PROLOGIS INC 2835 SHARES 333,538 333,538
    RAYTHEON TECHNOLOGIES 4210 SHARES 404,623 404,623
    GENERAL MOTORS CO 5913 SHARES 187,797 187,797
    GENERAL MILLS 4343 SHARES 327,679 327,679
    FREEPORT-MCMORAN INC 6827 SHARES 199,758 199,758
    HONEYWELL INTL INC DEL 3526 SHARES 612,854 612,854
    HOME DEPOT INC 12600 SHARES 3,455,802 3,455,802
    JOHNSON & JOHNSON 11476 SHARES 2,037,105 2,037,105
    PROCTOR & GAMBLE 23628 SHARES 3,397,470 3,397,470
    SEMPRA 1767 SHARES 265,527 265,527
    DIGITAL RLTY TR INC 2355 SHARES 305,750 305,750
    DISNEY(WALT) CO COM STK 2471 SHARES 233,262 233,262
    DOMINION ENERGY INC 6109 SHARES 487,559 487,559
    MICROCHIP TECHNOLOGY INC 5226 SHARES 303,526 303,526
    DUPONT DENEMOURS INC 5055 SHARES 280,957 280,957
    EATON CORP PLC 7617 SHARES 959,666 959,666
    RAYTHEON TECHNOLOGIES CORP 46879 SHARES 4,505,541 4,505,541
    ELECTRONIC ARTS INC DEL 1054 SHARES 128,219 128,219
    EMERSON ELEC CO 4755 SHARES 378,213 378,213
    ENVISTA HOLDINGS CORP 3591 SHARES 138,397 138,397
    SALESFORCE INC 4840 SHARES 798,794 798,794
    EQUINIX INC 224 SHARES 147,172 147,172
    SALESFORCE COM INC 16640 SHARES 2,746,266 2,746,266
    RESTAURANT BRANDS NTL 4843 SHARES 242,876 242,876
    EXXON MOBIL CORP COM 8774 SHARES 751,405 751,405
    ELI LILLY & CO 1929 SHARES 625,440 625,440
    HUNTNGTN BANC IN MD 38041 SHARES 457,633 457,633
    ILLINOIS TOOL WORKS INC 830 SHARES 151,268 151,268
    PROCTER& GAMBLECO 4122 SHARES 592,702 592,702
    LYON DELL BASELL INDUSTRIE 1819 SHARES 159,090 159,090
    NUCOR CORP 55870 SHARES 5,833,387 5,833,387
    MARVELL TECH INC 6864 SHARES 298,790 298,790
    MASTER CARD INC 1929 SHARES 608,561 608,561
    MASTERCARD INC CL A 17968 SHARES 5,668,545 5,668,545
    NORFOLK SOUTHN CORP COM 17900 SHARES 4,068,491 4,068,491
    NIKE INC CL B 32966 SHARES 3,369,125 3,369,125
    MCDONALDS CORP COM 1898 SHARES 468,578 468,578
    NIKE IN CCLB 2061 SHARES 210,634 210,634
    MERCK & CO INC SHS 13191 SHARES 1,202,623 1,202,623
    NEXTERA ENERGY INC SHS 3684 SHARES 285,363 285,363
    META PLATFORMS INC 802 SHARES 129,323 129,323
    MORGAN STANLEY 14763 SHARES 1,122,874 1,122,874
    MONDELEZ INTL INC 56982 SHARES 3,538,012 3,538,012
    MONDELEZ INTERNATIONAL 6174 SHARES 383,344 383,344
    MICROSOFT CORP COM 35256 SHARES 9,054,798 9,054,798
    MICROSOFT CORP 14723 SHARES 3,781,308 3,781,308
    LVMHMOE THENNESSY ADR 2126 SHARES 259,840 259,840
    DEVON ENERGY CORP NEW 13038 SHARES 718,524 718,524
    LOCK HEED MARTIN CORP 1281 SHARES 550,779 550,779
    L3HARRIS TECHNOLOGIES 1231 SHARES 297,533 297,533
    INTEL CORP 5889 SHARES 220,307 220,307
    PNC FINCL SERVICES GROUP 1707 SHARES 269,313 269,313
    PHILIP MORRIS INTL INC 5197 SHARES 513,152 513,152
    INTL BUSINESS MACHINES 3178 SHARES 448,702 448,702
    PFIZER INC 13441 SHARES 704,712 704,712
    PEPSICO INC COM 17648 SHARES 2,941,216 2,941,216
    PEPSICO INC 2885 SHARES 480,814 480,814
    J P MORGAN CHASE & CO 34840 SHARES 3,923,332 3,923,332
    PAYPAL HOLDINGS INC SHS 3311 SHARES 231,240 231,240
    PARAMOUNT GLOBAL 12837 SHARES 316,817 316,817
    PALO ALTO NETWORKS INC 1548 SHARES 764,619 764,619
    JOHNSON AND JOHNSON COM 6523 SHARES 1,157,898 1,157,898
    JPMORGAN CHASE & CO 9586 SHARES 1,079,479 1,079,479
    NVIDIA CORP COM 20204 SHARES 3,062,724 3,062,724
    KIMBERLY-CLARK CORP 1973 SHARES 266,651 266,651
    NVIDIA 3619 SHARES 548,604 548,604
    KKR & COINC CLA 2723 SHARES 126,048 126,048
    LIVE NATION ENT INC 2024 SHARES 167,142 167,142
    SPDRSP BIOTECH 2397 SHARES 178,025 178,025
    DOW INCREG 7464 SHARES 385,217 385,217
    DEERE & CO COM 12894 SHARES 3,861,366 3,861,366
    VULCAN MATERIALS CO 1595 SHARES 226,650 226,650
    VISA INC CLA SHRS 6186 SHARES 1,217,962 1,217,962
    APPLE INC 30881 SHARES 4,222,050 4,222,050
    APPLE INC COM STK 64097 SHARES 8,763,342 8,763,342
    ASML HLDGN VNY REG SHS 550 SHARES 261,734 261,734
    AT&T INC 21184 SHARES 444,017 444,017
    VERIZON COMMUNICATNS COM 17407 SHARES 883,405 883,405
    ANALOG DEVICES INC 1207 SHARES 589,327 589,327
    VALERO ENERGY CORP NEW 2042 SHARES 217,024 217,024
    BAXTER INTL INC COM 39136 SHARES 2,513,705 2,513,705
    DEERE CO 1045 SHARES 312,946 312,946
    BERKSHIRE HATHAWAY INC 2733 SHARES 746,164 746,164
    US BANCORP 56905 SHARES 2,618,768 2,618,768
    BLACKROCK INC 1184 SHARES 721,103 721,103
    UNITEDHEALTH GROUP INC 2617 SHARES 1,344,170 1,344,170
    BLACKROCK INC COM STK 4058 SHARES 2,471,484 2,471,484
    USBAN CORP 8792 SHARES 404,608 404,608
    AMNELEC POWER CO 5418 SHARES 519,803 519,803
    AMGEN IN CCOM 1207 SHARES 293,663 293,663
    WALMART 20149 SHARES 2,449,715 2,449,715
    ABBOTT LABS 8086 SHARES 878,544 878,544
    ABBVIE INC SHS 4137 SHARES 633,623 633,623
    ACCENTURE PLC SHS 1737 SHARES 482,278 482,278
    ACTIVISION BLIZZARD INC 4505 SHARES 350,759 350,759
    ADOBE INC 858 SHARES 314,079 314,079
    AIR PRODUCTS & CHEM 1929 SHARES 463,886 463,886
    ALCOA CORP 1100 SHARES 50,138 50,138
    WALT DISNEY 32303 SHARES 3,049,403 3,049,403
    ALPHABET INC CAPITAL STOCK CL A 855 SHRS 1,863,267 1,863,267
    ALPHABET INC CAPITAL STOCK CL C 1933 SHRS 4,228,341 4,228,341
    ALPHABET INC SHS CL A 588 SHARES 1,281,405 1,281,405
    ALPHABET INC SHS CL C 1669 SHARES 3,650,854 3,650,854
    WALMART INC 4868 SHARES 591,851 591,851
    AMAZON COM INC COM 48280 SHARES 5,127,819 5,127,819
    AMAZON COM INC COM AMZN 14100 SHARES 1,497,561 1,497,561
    AMERICAN WTR WKS CO INC 1045 SHARES 155,465 155,465
    AMERICAN WTR WKS CO INC NEW COM 27466 SHARES 4,086,117 4,086,117
    UNITEDHEALTH GROUP INC 17000 SHARES 8,731,710 8,731,710
    BLACKSTONE INC 5447 SHARES 496,930 496,930
    MGM RESORTS INTERNATIONL 8002 SHARES 231,658 231,658
    BOSTON SCIENTIFIC CORP 5092 SHARES 189,779 189,779
    TJXCO SINC NEW 7832 SHARES 437,417 437,417
    THERMO FISHER SCIENTIFIC 532 SHARES 289,025 289,025
    CITIGROUP INC COM NEW 8421 SHARES 387,282 387,282
    TEXAS INSTRUMENTS 3415 SHARES 524,715 524,715
    COCA COLA COM 17120 SHARES 1,077,019 1,077,019
    TARGET CORP COM 5317 SHARES 750,920 750,920
    STRYKER CORP 10188 SHARES 2,026,699 2,026,699
    COMCAST CORP NEW CL A 22818 SHARES 895,378 895,378
    CONOCO PHILLIPS 5736 SHARES 515,150 515,150
    STARBUCKS CORP 7383 SHARES 563,987 563,987
    COSTCO WHOLESALE CRP DEL 1119 SHARES 536,314 536,314
    STARBUCKS CORP 27283 SHARES 2,084,148 2,084,148
    CROWN CASTLE REIT INC 3354 SHARES 564,747 564,747
    CVS HEALTH CORP 14031 SHARES 1,300,112 1,300,112
    DANAHER CORP COM 16362 SHARES 4,148,094 4,148,094
    CHEVRON CORP COM 54775 SHARES 7,930,325 7,930,325
    CHEVRON CORP 8987 SHARES 1,301,138 1,301,138
    CISCO SYSTEMS INC COM 19666 SHARES 838,558 838,558
    UNITED PARCEL SVC CLB 3092 SHARES 564,414 564,414
    TRUIST FINL CORP 17192 SHARES 815,417 815,417
    BROAD COM INC 2205 SHARES 1,071,211 1,071,211
    BRISTOL-MYERS SQUIBB CO 6183 SHARES 476,091 476,091
    CATERPILLAR INC DEL 3003 SHARES 536,816 536,816
    UNION PACIFIC CORP 3757 SHARES 801,293 801,293
    UNITED PARCEL VCCLB 1287 SHARES 234,929 234,929

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    THE PETER AND CARMEN LUCIA BUCK
     
    FOUNDATION INC
    EIN:
    06-1547852
    US Government Securities - End of Year Book Value:

    125,867,718
    US Government Securities - End of Year Fair Market Value:

    125,867,718
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2021 InvestmentsOtherSchedule2
    Name:
    THE PETER AND CARMEN LUCIA BUCK
     
    FOUNDATION INC
    EIN:
    06-1547852
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MITSUBISHI UFJ FINL GROUP INC 3.961% 500000 UNITS FMV 482,134 482,134
    NUANCE MID CAP VALUE INST (NMVLX) 65891 SHRS FMV 846,701 846,701
    BNP PARIBAS TRANCHE # TR 143 3.25% 500000 UNITS FMV 500,705 500,705
    BLACKROCK LOW DUR BD INV INST (BFMSX) 447061 SHRS FMV 4,059,311 4,059,311
    BLACKROCK INFLAT PROT BOND I (BPRIX) 112035 SHRS FMV 1,161,801 1,161,801
    WESTPAC BKG CORP 2.7% 400000 UNITS FMV 379,812 379,812
    WEST PAC BANK ING CORP 1500000 UNITS FMV 1,492,545 1,492,545
    MATTHEWS JAPAN INSTL (MIJFX) 61782 SHRS FMV 969,354 969,354
    MFC VANGUARD INTL EQTY INDEX FDS VANGUARD ALL WORLD EX US ETF 148169 SHARES FMV 7,402,523 7,402,523
    MFC FLEXSHARES TR TR IBOXX 3 YR TARGET DURATION TIPS INDEX FD 116114 SHARES FMV 2,880,788 2,880,788
    BANK OF NOVA SCOTIA 2000000 UNITS FMV 1,791,000 1,791,000
    BANK OF MONTREAL 2500000 UNITS FMV 2,414,085 2,414,085
    MFC FLEXSHARES TR STOXX GLOBAL BROAD INFRASTRUCTURE INDEX FD 24852 SHARES FMV 1,284,351 1,284,351
    BANK NOVA SCOTIA 2.45% 700000 UNITS FMV 699,811 699,811
    VANGUARD FTSE DEVELOPED 473056 SHARES FMV 19,300,685 19,300,685
    VANGUARD FTSE EMERGING 176705 SHARES FMV 7,359,763 7,359,763
    MAINSTAY WINSLOW LG CP GW I (MLAIX) 364480 SHRS FMV 3,313,123 3,313,123
    BANK MONTREAL MEDIUM TERM SR NTS BOOK EN1.25% 750000 UNITS FMV 664,391 664,391
    NATIONAL AUSTRALIA BANK 2000000 UNITS FMV 1,989,540 1,989,540
    MFC FLEXSHARES TR IBOXX 5 YR TARGET DURATION TIPS INDEX FD 188230 SHARES FMV 4,747,161 4,747,161
    METROPOLITAN WEST TOT RET BD I (MWTIX) 427168 SHRS FMV 4,075,180 4,075,180
    MFB NORTHERN FDS GLOBAL REAL ESTATE INDEX FD 289047 SHARES FMV 2,771,964 2,771,964
    MFB NORTHERN FUNDS SMALL CAP INDEX FD 319983 SHARES FMV 3,814,194 3,814,194
    VANGUARD SMALL CAP VALUE 21670 SHARES FMV 3,246,599 3,246,599
    TOYOTA MOTOR CORP 2000000 UNITS FMV 2,000,000 2,000,000
    CDN IMPERIAL BK 3.45% 750000 UNITS FMV 718,842 718,842
    HARTFORD MIDCAP I (HFMIX) 29050 SHRS FMV 737,590 737,590
    HARDING LOEVNER EMERG MKTS ADV (HLEMX) 23675 SHRS FMV 1,032,000 1,032,000
    GLAXOSMITHKLINE 2.8% 550000 UNITS FMV 550,649 550,649
    FRANKLIN FLOATING RATE 372990 UNITS FMV 2,748,934 2,748,934
    ROYAL BANK OF CANADA 2000000 UNITS FMV 1,917,080 1,917,080
    ROYAL BK OF CANADA 1.6% 250000 UNITS FMV 247,205 247,205
    PIMCO INTL BD USD HEDGED I2 (PFBPX) 92699 SHRS FMV 903,816 903,816
    INVESCO INTL GROWTH Y (OIGYX) 36693 SHRS FMV 1,160,240 1,160,240
    MFC VANGUARD INTL EQUITY INDEX FDS EMRGNG MKTS ETF (VWO) 171252 SHARES FMV 7,132,646 7,132,646
    SANOFI S A FIXED 3.625% 500000 UNITS FMV 492,992 492,992
    E V INCOME FUND OF BOSTON I (EIBIX) 120109 SHRS FMV 578,924 578,924
    DIAGEO CAP PLC 2.625% 400000 UNITS FMV 397,671 397,671
    DELAWARE INV SM CAP VAL INST (DEVIX) 12707 SHRS FMV 858,604 858,604
    SPDR S&P MIDCAP 400 ETF TRUST 6416 SHARES FMV 2,652,952 2,652,952
    ISHARES CORES & PMID-CAP 102330 SHARES FMV 23,150,116 23,150,116
    DBX ETF TR XTRACK MSCI EURP (DBEU) 38195 SHRS FMV 1,197,795 1,197,795
    CREDIT SUISSE NEW YORK 2000000 UNITS FMV 1,930,300 1,930,300
    ISHARES CORES & PSMALL 184870 SHARES FMV 17,083,837 17,083,837
    ISHARES IBOXX $ HIGH YIEL 8756 UNITS FMV 644,529 644,529
    ISHARES SHORT TREASURY BD ETF (SHIV) 8230 SHRS FMV 906,123 906,123
    SUMITOMO MITSUI FINL GROUP INC SUMIBK 2.696% 1000000 UNITS FMV 972,458 972,458
    WESTPAC BKG CORP 2.75% 1000000 UNITS FMV 998,270 998,270
    TORONTO DOMINION BK SR MEDIUM TERM BK NT 3.5% 7500000 UNITS FMV 751,544 751,544
    TORONTO-DOMINION BANK 2000000 UNITS FMV 1,964,260 1,964,260
    JPMORGAN SMALL CAP BLEND I (JDSCX) 10332 SHRS FMV 265,633 265,633
    JPMORGAN VALUE ADVANTAGE I (JVASX) 109777 SHRS FMV 3,985,992 3,985,992
    CAUSEWAY INTL VALUE INSTL (CIVIX) 85882 SHRS FMV 1,283,083 1,283,083
    MFO PIMCO FDS PAC INVT MGMT CMDTY REAL RETURN STRTGY FD INSTL 1398423 SHARES FMV 8,768,112 8,768,112

    TY 2021 LegalFeesSchedule
    Name:
    THE PETER AND CARMEN LUCIA BUCK
     
    FOUNDATION INC
    EIN:
    06-1547852
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MICHAEL A. NEUFELD & ASSOC., LLC 100,000 0   100,000


    TY 2021 OtherAssetsSchedule
    Name:
    THE PETER AND CARMEN LUCIA BUCK
     
    FOUNDATION INC
    EIN:
    06-1547852
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    PROGRAM RELATED INVESTMENTS 10,646,253 5,746,253 5,746,253


    TY 2021 OtherDecreasesSchedule
    Name:
    THE PETER AND CARMEN LUCIA BUCK
     
    FOUNDATION INC
    EIN:
    06-1547852
    Description Amount
    CHANGE IN UNREALIZED GAIN ON INVESTMENTS 114,442,054


    TY 2021 OtherExpensesSchedule
    Name:
    THE PETER AND CARMEN LUCIA BUCK
     
    FOUNDATION INC
    EIN:
    06-1547852
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    IT SUPPORT 3,375 0   3,375
    OFFICE AND OTHER EXPENSES 29,168 0   29,168
    OFFICE CONSTRUCTION 3,013 0   3,013
    PAYROLL PROCESSING 2,824 0   2,824
    POSTAGE 425 0   425
    PROFESSIONAL DEVELOPMENT 1,291 0   1,291
    SOFTWARE 42,452 0   42,452
    STATE FILING FEES 1,550 0   1,550
    WEBSITE DESIGN AND MAINTENANCE 20,900 0   20,900
    INTERNET AND TELEPHONE 12,960 0   12,960
    DUES & SUBSCRIPTIONS 21,524 0   21,524
    FURNITURE & EQUIPMENT 12,128 0   12,128
    INSURANCE 31,024 0   31,024


    TY 2021 OtherIncomeSchedule2
    Name:
    THE PETER AND CARMEN LUCIA BUCK
     
    FOUNDATION INC
    EIN:
    06-1547852
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    PROGRAMMATIC RENTAL INCOME 114,900 114,900 114,900
    PRI INTEREST 2,396 2,396 2,396


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    THE PETER AND CARMEN LUCIA BUCK
     
    FOUNDATION INC
    EIN:
    06-1547852
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ANA CLAUDIA SIMONES LIMA - ABRAS CONSULTING 15,000 0   15,000
    BANK OF AMERICA PRIVATE BANK - INVESTMENT MANAGEMENT FEES 308,775 308,775   0
    MORGAN STANLEY - INVESTMENT MANAGEMENT FEES 64,905 64,905   0
    NORTHERN TRUST - INVESTMENT MANAGEMENT FEES 278,553 278,553   0


    TY 2021 TaxesSchedule
    Name:
    THE PETER AND CARMEN LUCIA BUCK
     
    FOUNDATION INC
    EIN:
    06-1547852
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAX 413,858 0   0