TY 2021 Form 990PF

- TIN:

Form990-PF
Click to see list of attachments

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
bullet

Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0047

2021

Open to Public Inspection

For calendar year 2021, or tax year beginning 01-01-2022 , and ending 10-31-2022

Name of foundation
Peoples United Community Foundation

Number and street (or P.O. box number if mail is not delivered to street address)850 Main Street
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
Bridgeport, CT06604

A Employer identification number

20-8675365

B Telephone number (see instructions)

(203) 338-6111

C If exemption application is pending, check here bullet

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. bullet

2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... bullet

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... bullet

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) bullet

$0J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)	89,811
2	Check .............
3	Interest on savings and temporary cash investments	24,570		24,570
4	Dividends and interest from securities...	773,790		773,790
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		1,772,685
b	Gross sales price for all assets on line 6a 13,278,529
7	Capital gain net income (from Part IV, line 2)...			1,772,685
8	Net short-term capital gain.........
9	Income modifications...........
10a	Gross sales less returns and allowances
b	Less: Cost of goods sold....
c	Gross profit or (loss) (attach schedule).....
11	Other income (attach schedule).......
12	Total. Add lines 1 through 11........	2,660,856		2,571,045
13	Compensation of officers, directors, trustees, etc.	74,060			74,060
14	Other employee salaries and wages......	10,232		1,692	8,540
15	Pension plans, employee benefits.......	2,558		423	2,135
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......		46,500		46,500
c	Other professional fees (attach schedule)....		63,954	28,948	35,006
17	Interest...............
18	Taxes (attach schedule) (see instructions)...		42,148	5,632
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............	2,960			2,960
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......		14,402		14,402
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	256,814		36,695	183,603
25	Contributions, gifts, grants paid.......	60,926,428			1,167,685
26	Total expenses and disbursements. Add lines 24 and 25	61,183,242		36,695	1,351,288
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-58,522,386
b	Net investment income (if negative, enter -0-)			2,534,350
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	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	1,235
	2	Savings and temporary cash investments.........	2,516,900
	3	Accounts receivable
		Less: allowance for doubtful accounts	101,842
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........	14,412
	10a	Investments—U.S. and state government obligations (attach schedule)	3,726,422
	b	Investments—corporate stock (attach schedule).......	43,479,878
	c	Investments—corporate bonds (attach schedule).......	4,363,181
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	10,562,158
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	64,766,028	0	0
	17	Accounts payable and accrued expenses..........	14,446
	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 )
	23	Total liabilities (add lines 17 through 22).........	14,446	0
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........	64,751,582
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		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).....	64,751,582	0
	30	Total liabilities and net assets/fund balances (see instructions).	64,766,028	0

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

64,751,582

Enter amount from Part I, line 27a .....................

-58,522,386

Other increases not included in line 2 (itemize) bullet

Add lines 1, 2, and 3 ..........................

6,229,196

Decreases not included in line 2 (itemize) bullet

6,229,196

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

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	371.53 INVESCO OPPENHEIMER	P	2015-03-25	2022-01-12
b	200000 FEDERAL HOME LOAN MT	P	2021-01-01	2022-01-13
c	105 AIA GROUP LTD ADR	P	2021-01-01	2022-01-13
d	86 AMADEUS IT GROUP	P	2020-12-28	2022-01-13
e	232 AENA SME SA-ADR	P	2021-05-13	2022-01-13
	118 B A E SYSTEMS PLC AD	P	2021-01-01	2022-01-13
	106 BUNZL PLC ADR	P	2021-10-19	2022-01-13
	154 CARLSBERG A/S -B- SP	P	2016-12-12	2022-01-13
	140 CAPGEMINI SE ADR	P	2020-01-02	2022-01-13
	190 COMCAST CORP NEW CL	P	2018-10-11	2022-01-13
	242 COMPASS GROUP	P	2021-03-10	2022-01-13
	212 COMPAGNIE DE SAINT-GOBAIN ADR	P	2020-01-02	2022-01-13
	224 CONOCOPHILLIPS	P	2019-02-28	2022-01-13
	32 DBS GROUP HLDGS ADR	P	2016-06-10	2022-01-13
	86 DEUTSCHE POST AG SPONSORED ADR	P	2018-06-25	2022-01-13
	159 AIRBUS SE ADR	P	2016-12-12	2022-01-13
	116 FIRST AMERICAN FINANCIAL CORP	P	2020-11-13	2022-01-13
	194 FANUC CORP ADR	P	2018-09-05	2022-01-13
	231 ENTAIN PLC	P	2021-02-02	2022-01-13
	28 HITACHI LIMITED ADR 10 COM	P	2019-07-22	2022-01-13
	91 IBERDROLA ADR	P	2021-11-02	2022-01-13
	221 JULIUS BAER GROUP LT	P	2018-06-25	2022-01-13
	73 KBC GROUP NV ADR	P	2020-05-13	2022-01-13
	183 LONDON STOCK EXCHANGE GROUP PLC ADR	P	2021-05-28	2022-01-13
	84 MERCK KGAA ADR	P	2020-02-28	2022-01-13
	136 MURATA MANUFACTURING CO ADR	P	2019-01-02	2022-01-13
	261 NORDEA BANK ABP ADR	P	2018-10-11	2022-01-13
	141 NETAPP INC	P	2021-01-01	2022-01-13
	1958 ONEOK INC	P	2021-01-01	2022-01-13
	90 PERNOD RICARD SA ADR	P	2020-05-13	2022-01-13
	309 RECKITT BENCKISER-SPON ADR	P	2020-01-02	2022-01-13
	105 ROCHE HLDG LTD SPON	P	2021-01-01	2022-01-13
	31 SAP SE ADR	P	2021-01-01	2022-01-13
	60 SIEMENS A G SPONSORED ADR	P	2020-09-09	2022-01-13
	152 SONY GROUP CORP ADR	P	2021-07-15	2022-01-13
	197 SSE PLC - SPN ADR	P	2021-10-21	2022-01-13
	69 TE CONNECTIVITY LTD	P	2019-01-02	2022-01-13
	49 TAIWAN SEMICONDUCTOR	P	2020-05-13	2022-01-13
	96 UCB SA ADR	P	2020-08-14	2022-01-13
	111 WORLDLINE SA ADR	P	2021-08-05	2022-01-13
	61 ZURICH INS GROUP LTD ADR	P	2020-08-14	2022-01-13
	15 AMAZON COM INC	P	2021-01-01	2022-01-20
	163 AVERY DENNISON CORP	P	2018-12-03	2022-01-20
	134 CELANESE CORP DEL SER A	P	2021-08-11	2022-01-20
	78 FACEBOOK INC A	P	2021-01-01	2022-01-20
	56 MERCK KGAA ADR	P	2020-02-28	2022-01-20
	365 RECKITT BENCKISER-SPON ADR	P	2020-01-02	2022-01-20
	490 BARCLAYS PLC ADR	P	2022-01-03	2022-01-24
	409 YUM CHINA HOLDINGS INC	P	2020-11-13	2022-01-24
	250000 STATE BANK OF INDIA	P	2017-02-01	2022-01-26
	335.074 COHEN & STEERS INST REALTY SHARES #1263	P	2020-07-08	2022-01-28
	692.162 INVESCO OPPENHEIMER	P	2015-03-25	2022-01-28
	350000 U S TREASURY NOTE 2.250%	P	2019-04-30	2022-01-31
	152 AMERICAN CAMPUS CMNT	P	2021-01-01	2022-01-31
	323 ACADIA HEALTHCARE CO	P	2021-01-01	2022-01-31
	22 AMGEN INC	P	2020-05-13	2022-01-31
	88 ARTISAN PARTNERS ASS	P	2016-12-12	2022-01-31
	92 APTARGROUP INC	P	2021-01-01	2022-01-31
	319 ATLANTIC UNION BANKSHARES CORP	P	2019-07-22	2022-01-31
	76 BROOKS AUTOMATION	P	2021-08-13	2022-01-31
	120 BOOZ ALLEN HAMILTON	P	2017-01-26	2022-01-31
	64 BRIGHT HORIZONS FAMI	P	2020-05-13	2022-01-31
	35 BIOHAVEN PHARMACEUTICAL HOLDING CO L	P	2021-12-21	2022-01-31
	80 BIO-RAD LABORATORIES INC	P	2018-10-11	2022-01-31
	441 BJ'S WHOLESALE CLUB HOLDINGS INC	P	2019-07-22	2022-01-31
	43 BURLINGTON STORES IN	P	2017-07-03	2022-01-31
	165 COGNEX CORP	P	2021-01-01	2022-01-31
	124 COLUMBUS MCKINNON CORP	P	2021-10-14	2022-01-31
	92 CARTER'S INC	P	2018-01-22	2022-01-31
	168 CERENCE INC	P	2020-07-01	2022-01-31
	162 CATALENT INC	P	2015-07-09	2022-01-31
	59 CAVCO INDUSTRIES INC	P	2016-08-16	2022-01-31
	537 EASTERLY GOVERNMENT	P	2016-12-12	2022-01-31
	514 PHYSICIAN REIT	P	2016-08-16	2022-01-31
	130 DORMAN PRODUCTS INC	P	2021-01-01	2022-01-31
	284 DEVON ENERGY CORPORATION NEW	P	2021-09-20	2022-01-31
	113 ENTEGRIS INC	P	2019-05-23	2022-01-31
	716 ELEMENT SOLUTIONS INC	P	2020-12-30	2022-01-31
	113 EAGLE MATERIALS INC	P	2016-12-12	2022-01-31
	99 EXPONENT INC	P	2018-01-22	2022-01-31
	130 FIRST AMERICAN FINANCIAL CORP	P	2020-11-13	2022-01-31
	212 DIAMONDBACK ENERGY INC	P	2021-01-28	2022-01-31
	85 FIVE BELOW INC	P	2017-08-18	2022-01-31
	127 COMFORT SYSTEMS	P	2021-06-16	2022-01-31
	359 FEDERAL SIGNAL CORP	P	2020-03-10	2022-01-31
	127 GLACIER BANCORP INC	P	2014-09-23	2022-01-31
	49 GLOBANT SA	P	2021-10-14	2022-01-31
	161 GLOBUS MEDICAL INC	P	2020-07-13	2022-01-31
	1103 GATES INDUSTRIAL CORP	P	2021-01-28	2022-01-31
	421 HUDSON PACIFIC PROPE	P	2020-06-15	2022-01-31
	15 HUBSPOT INC	P	2020-02-28	2022-01-31
	199 HEXCEL CORP	P	2018-03-21	2022-01-31
	207 HORIZON THERAPEUTICS PLC	P	2020-12-22	2022-01-31
	120 IDACORP INC	P	2020-07-13	2022-01-31
	792 SUMMIT HOTEL PROPERT	P	2017-05-19	2022-01-31
	372 INGERSOLL RAND INC	P	2017-05-19	2022-01-31
	57 GARTNER GROUP INC	P	2021-01-01	2022-01-31
	98 INTEGER HOLDINGS COR	P	2020-05-13	2022-01-31
	87 JAZZ PHARMACEUTICALS	P	2018-11-01	2022-01-31
	260 NORDSTROM	P	2021-03-16	2022-01-31
	106 KEMPER CORP	P	2020-02-10	2022-01-31
	54 KINSALE CAPITAL GROU	P	2020-05-13	2022-01-31
	61 QUAKER CHEMICAL CORP	P	2015-09-22	2022-01-31
	60 LITHIA MOTORS INC CL	P	2016-12-12	2022-01-31
	66 LANCASTER COLONY CORP	P	2020-02-10	2022-01-31
	67 GRAND CANYON EDUCATION INC	P	2019-05-23	2022-01-31
	114 MANHATTAN ASSOC	P	2021-05-17	2022-01-31
	53 MOLINA HEALTHCARE INC	P	2020-02-10	2022-01-31
	20 VAIL RESORTS INC	P	2019-02-28	2022-01-31
	128 NEUROCRINE BIOSCIENCES INC	P	2018-11-01	2022-01-31
	78 NORDSON CORP	P	2013-12-24	2022-01-31
	74 PAYLOCITY HLDG	P	2021-02-05	2022-01-31
	27 PEPSICO INC	P	2020-05-13	2022-01-31
	256 PERFORMANCE FOOD GROUP CO	P	2020-01-02	2022-01-31
	138 POLARIS INDS INC	P	2017-05-19	2022-01-31
	104 PIPER SANDLER	P	2020-11-13	2022-01-31
	216 PINNACLE FINANCIAL P	P	2017-10-18	2022-01-31
	213 PORTLAND GEN ELEC CO	P	2016-01-19	2022-01-31
	105 POWER INTEGRATIONS INC	P	2020-08-19	2022-01-31
	39 PS BUSINESS PARKS INC/MD REIT	P	2022-01-13	2022-01-31
	162 RITCHIE BROS AUCTION	P	2014-09-23	2022-01-31
	526 GIBRALTAR INDUSTRIES INC	P	2021-01-01	2022-01-31
	86 RBC BEARINGS INC	P	2021-01-01	2022-01-31
	195 RAPID7 INC	P	2018-06-25	2022-01-31
	139 RPM INTERNATIONAL IN	P	2021-01-01	2022-01-31
	229 SIGNATURE BK NEW YOR	P	2021-01-01	2022-01-31
	96 SILICON LABORATORIES	P	2017-08-18	2022-01-31
	284 SCHNEIDER NATIONAL I	P	2017-10-18	2022-01-31
	58 STERIS PLC	P	2015-11-04	2022-01-31
	93 SUN CMNTYS INC REIT	P	2016-03-16	2022-01-31
	223 SYNEOS HEALTH INC	P	2020-07-01	2022-01-31
	112 GENTHERM INC	P	2021-04-06	2022-01-31
	178 TORO CO	P	2014-09-23	2022-01-31
	167 TEXAS ROADHOUSE INC	P	2018-09-05	2022-01-31
	272 VOYA FINANCIAL INC	P	2020-02-10	2022-01-31
	232 WESTERN ALLIANCE BAN	P	2021-01-01	2022-01-31
	22 ZEBRA TECHNOLOGIES C	P	2016-06-10	2022-01-31
	79 ABBVIE INC	P	2021-01-01	2022-01-03
	49 CHEVRON CORP	P	2017-03-02	2022-01-03
	525 EQUINOR ASA ADR	P	2020-03-02	2022-01-03
	80 NUTRIEN LTD	P	2019-07-22	2022-01-03
	447 JPMORGAN CHASE & CO	P	2021-01-01	2022-02-09
	1112 QORVO INC	P	2021-01-01	2022-02-09
	280 TRANE TECHNOLOGIES P	P	2020-05-13	2022-02-09
	17 AMAZON COM INC	P	2021-01-01	2022-02-14
	227 AON PLC	P	2018-12-03	2022-02-14
	672 COMPAGNIE DE SAINT-GOBAIN ADR	P	2020-01-02	2022-02-14
	350 JPMORGAN CHASE & CO	P	2021-01-01	2022-02-14
	683 SPDR SERIES TRUST KBW REGN BK ETF	P	2021-03-16	2022-02-14
	88 MSCI INC	P	2019-02-28	2022-02-14
	244 NASDAQ INC	P	2021-01-01	2022-02-14
	36 APPLE INC	P	2020-08-31	2022-02-17
	99 ACADIA HEALTHCARE CO	P	2016-12-12	2022-02-17
	66 APPLIED MATERIALS INC	P	2021-12-31	2022-02-17
	90 BANK OF AMERICA CORP	P	2017-10-18	2022-02-17
	665 BJ'S WHOLESALE CLUB HOLDINGS INC	P	2021-01-01	2022-02-17
	47 ENTEGRIS INC	P	2019-05-23	2022-02-17
	179 ELEMENT SOLUTIONS INC	P	2020-12-30	2022-02-17
	31 EAGLE MATERIALS INC	P	2016-12-12	2022-02-17
	18 GLOBANT SA	P	2021-10-14	2022-02-17
	37 HOME DEPOT INC	P	2016-01-19	2022-02-17
	598 INGERSOLL RAND INC	P	2021-01-01	2022-02-17
	7 L A M RESH CORP	P	2021-06-09	2022-02-17
	30 MCKESSON CORPORATION	P	2021-04-28	2022-02-17
	19 NORDSON CORP	P	2013-12-24	2022-02-17
	79 NVIDIA CORP	P	2019-05-23	2022-02-17
	41 PINNACLE FINANCIAL P	P	2017-10-18	2022-02-17
	19 SIGNATURE BK NEW YOR	P	2017-08-18	2022-02-17
	238 SYNEOS HEALTH INC	P	2020-07-01	2022-02-17
	45 TEXAS ROADHOUSE INC	P	2018-09-05	2022-02-17
	26 ULTA BEAUTY INC	P	2020-07-01	2022-02-17
	60 VOYA FINANCIAL INC	P	2020-02-10	2022-02-17
	60 WESTERN ALLIANCE BAN	P	2018-10-11	2022-02-17
	825 KEMPER CORP	P	2021-01-01	2022-02-23
	16 AMAZON COM INC	P	2018-06-25	2022-02-25
	213 HOME DEPOT INC	P	2021-01-01	2022-02-25
	475 MURATA MANUFACTURING CO ADR	P	2021-01-01	2022-02-25
	744 PAYPAL HOLDINGS INC	P	2021-01-01	2022-02-25
	2047 JULIUS BAER GROUP LT	P	2021-01-01	2022-02-02
	858 MURATA MANUFACTURING CO ADR	P	2021-01-01	2022-03-03
	1252 COMPAGNIE DE SAINT-GOBAIN ADR	P	2020-01-02	2022-03-04
	0.911 S+P GLOBAL INC	P	2019-01-02	2022-03-04
	99 ABBVIE INC	P	2021-01-01	2022-03-08
	274 CONOCOPHILLIPS	P	2021-01-01	2022-03-08
	720 FEDERAL SIGNAL CORP	P	2021-01-01	2022-03-08
	278 NUTRIEN LTD	P	2019-07-22	2022-03-08
	250000 COMMONWEALTH BANK AU 2.750% 3/10/2022	P	2017-03-10	2022-03-10
	58 AMAZON COM INC	P	2021-01-01	2022-03-10
	49 CHEVRON CORP	P	2017-03-02	2022-03-10
	556 EQUINOR ASA ADR	P	2020-03-02	2022-03-10
	298 EDWARDS LIFESCIENCES CORP	P	2021-01-01	2022-03-10
	921 HONEYWELL INTL INC	P	2021-01-01	2022-03-10
	17 NVIDIA CORP	P	2019-05-23	2022-03-10
	3900 VIATRIS INC	P	2021-01-01	2022-03-10
	250000 SKANDINAVISKA ENSKIL 2.800% 3/11/2022	P	2017-03-13	2022-03-11
	57 BIOMARIN PHARMACEUTICAL INC	P	2018-06-25	2022-03-15
	49 CHEVRON CORP	P	2017-03-02	2022-03-15
	142 NUTRIEN LTD	P	2019-07-22	2022-03-15
	857 KONINKLIJKE PHILIPS	P	2021-01-01	2022-03-15
	724 B A E SYSTEMS PLC AD	P	2021-01-01	2022-03-18
	910 CARLSBERG A/S -B- SP	P	2021-01-01	2022-03-21
	109 NUTRIEN LTD	P	2021-01-01	2022-03-21
	879 SMITH & NEPHEW P L C	P	2021-01-01	2022-03-21
	110 ABBVIE INC	P	2021-01-01	2022-03-23
	2723 BORG WARNER INC	P	2021-01-01	2022-03-23
	1634 INGREDION INC	P	2021-01-01	2022-03-23
	283879 PEOPLES UNITED FINAN	P	2011-12-31	2022-03-24
	418 CONOCOPHILLIPS	P	2019-07-22	2022-03-25
	385 CARDINAL HEALTH INC	P	2021-01-01	2022-03-30
	42 NXP SEMICONDUCTORS N V	P	2020-08-14	2022-03-30
	700 NASDAQ INC	P	2021-01-01	2022-04-07
	109 BIOMARIN PHARMACEUTICAL INC	P	2021-01-01	2022-04-08
	26 NXP SEMICONDUCTORS N V	P	2020-08-14	2022-04-08
	1752 RECKITT BENCKISER-SPON ADR	P	2021-01-01	2022-04-08
	98 ABBVIE INC	P	2020-01-02	2022-04-14
	180 ASTRAZENECA PLC SPON	P	2018-11-01	2022-04-14
	136 CARDINAL HEALTH INC	P	2021-01-01	2022-04-14
	915 ACADIA HEALTHCARE CO	P	2021-01-01	2022-04-21
	152 ASTRAZENECA PLC SPON	P	2021-01-01	2022-04-21
	41 CHEVRON CORP	P	2017-03-02	2022-04-21
	53 ACADIA HEALTHCARE CO	P	2019-05-23	2022-04-22
	595 DEVON ENERGY CORPORATION NEW	P	2021-09-20	2022-04-27
	288 ILLINOIS TOOL WORKS	P	2018-06-25	2022-04-29
	955 JPMORGAN CHASE & CO	P	2021-01-01	2022-04-29
	48 NXP SEMICONDUCTORS N V	P	2021-01-01	2022-04-29
	0.246 M & T BK CORP	P	2011-12-31	2022-04-07
	0.802 WARNER BROS DISCOVERY INC	P	2022-04-14	2022-04-20
	823 TRANE TECHNOLOGIES P	P	2021-01-01	2022-04-07
	566 AMERICAN CAMPUS CMNT	P	2021-01-01	2022-05-12
	83 ALIBABA GROUP HLDG L	P	2020-05-13	2022-05-12
	1319 FANUC CORP ADR	P	2021-01-01	2022-05-12
	98 STERIS PLC	P	2015-11-04	2022-05-12
	166 A T & T INC	P	2021-07-14	2022-05-12
	14 ULTA BEAUTY INC	P	2020-07-01	2022-05-12
	53 ALIBABA GROUP HLDG L	P	2021-01-01	2022-05-13
	706 FACEBOOK INC A	P	2021-01-01	2022-05-23
	254 WAL-MART STORES INC	P	2021-01-01	2022-05-31
	74 AMADEUS IT GROUP	P	2020-12-28	2022-06-03
	276 COMPASS GROUP	P	2021-03-10	2022-06-03
	50 HITACHI LIMITED ADR 10 COM	P	2019-07-22	2022-06-03
	1306 BEST BUY CO	P	2021-01-01	2022-06-06
	226 IDEXX LABS INC	P	2021-01-01	2022-06-06
	613 DEVON ENERGY CORPORATION NEW	P	2021-09-20	2022-06-07
	38 ULTA BEAUTY INC	P	2021-01-01	2022-06-07
	2272 NORDEA BANK ABP ADR	P	2021-01-01	2022-06-09
	701 WARNER BROS DISCOVERY INC	P	2022-04-14	2022-06-17
	0.8 AIR LIQUIDE ADR	P	2020-11-13	2022-06-28
	250000 BP CAPITAL MARKETS 3	P	2016-01-06	2022-06-29
	46 AMGEN INC	P	2020-05-13	2022-06-29
	238 FIRST AMERICAN FINANCIAL CORP	P	2020-11-13	2022-06-29
	810 AMERICAN CAMPUS CMNT	P	2021-01-01	2022-06-01
	680 BIOHAVEN PHARMACEUTICAL HOLDING CO L	P	2021-01-01	2022-07-11
	215 FIRST AMERICAN FINANCIAL CORP	P	2021-01-01	2022-07-11
	665 DEVON ENERGY CORPORATION NEW	P	2021-01-01	2022-07-11
	111 CATALENT INC	P	2015-07-28	2022-07-11
	135 SILICON LABORATORIES	P	2017-08-18	2022-07-11
	302 PS BUSINESS PARKS INC/MD REIT	P	2022-01-13	2022-07-22
	250000 U S TREASURY NOTE 1.875% 7/31/2022	P	2018-01-26	2022-07-31

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	17,559	12,876	4,683
b	200,000	200,000
c	4,263	2,995	1,268
d	6,167	6,259	-92
e	3,854	4,078	-224
	3,689	3,324	365
	4,007	3,801	206
	5,336	2,604	2,732
	6,408	3,474	2,934
	9,684	6,799	2,885
	5,743	5,380	363
	3,161	1,744	1,417
	18,668	15,570	3,098
	3,376	1,492	1,884
	5,293	2,939	2,354
	5,346	2,552	2,794
	9,181	5,579	3,602
	4,122	3,808	314
	5,311	4,089	1,222
	3,312	2,025	1,287
	4,165	4,321	-156
	2,981	2,428	553
	3,357	1,908	1,449
	4,586	4,940	-354
	3,846	2,124	1,722
	2,686	1,527	1,159
	3,249	2,623	626
	13,373	7,643	5,730
	120,880	118,588	2,292
	4,138	2,642	1,496
	5,321	5,126	195
	5,347	3,607	1,740
	4,298	3,274	1,024
	5,143	4,174	969
	19,162	15,873	3,289
	4,373	4,412	-39
	11,054	5,160	5,894
	6,323	2,579	3,744
	5,108	5,972	-864
	3,109	5,242	-2,133
	2,827	2,386	441
	47,681	23,872	23,809
	33,789	15,701	18,088
	22,848	21,061	1,787
	24,965	10,818	14,147
	2,407	1,416	991
	6,355	6,055	300
	5,498	5,097	401
	18,811	23,981	-5,170
	247,125	247,125
	17,622	13,165	4,457
	30,511	23,980	6,531
	351,436	350,000	1,436
	7,655	5,923	1,732
	16,450	14,529	1,921
	4,940	5,252	-312
	3,628	2,803	825
	10,461	4,341	6,120
	12,639	11,261	1,378
	5,842	6,295	-453
	9,844	4,338	5,506
	7,589	7,182	407
	4,224	4,251	-27
	45,113	23,454	21,659
	25,059	10,817	14,242
	9,639	3,961	5,678
	10,338	3,530	6,808
	5,307	6,290	-983
	8,387	10,981	-2,594
	9,825	6,639	3,186
	15,682	4,793	10,889
	14,840	6,002	8,838
	11,030	11,001	29
	9,051	10,709	-1,658
	11,769	6,115	5,654
	14,574	8,647	5,927
	12,459	4,101	8,358
	15,347	12,916	2,431
	15,943	11,250	4,693
	8,986	1,139	7,847
	9,422	6,252	3,170
	27,030	12,929	14,101
	13,117	4,034	9,083
	10,823	10,808	15
	13,615	11,577	2,038
	6,653	3,377	3,276
	11,120	13,364	-2,244
	10,206	7,305	2,901
	16,382	17,401	-1,019
	9,452	10,672	-1,220
	6,397	2,695	3,702
	9,779	13,212	-3,433
	18,083	14,242	3,841
	12,797	10,407	2,390
	6,990	13,633	-6,643
	20,397	8,654	11,743
	15,849	6,862	8,987
	7,497	7,349	148
	11,744	13,477	-1,733
	5,663	9,486	-3,823
	6,196	8,487	-2,291
	9,953	7,318	2,635
	12,088	4,708	7,380
	16,807	5,917	10,890
	10,453	10,273	180
	5,498	7,723	-2,225
	14,115	14,837	-722
	14,658	6,797	7,861
	5,324	4,168	1,156
	9,256	13,553	-4,297
	17,477	5,848	11,629
	13,534	15,063	-1,529
	4,574	3,621	953
	10,531	13,143	-2,612
	14,958	12,031	2,927
	15,433	9,602	5,831
	20,782	14,330	6,452
	11,006	7,980	3,026
	7,888	2,312	5,576
	6,287	6,856	-569
	9,368	3,561	5,807
	27,862	23,398	4,464
	15,401	6,290	9,111
	16,895	6,425	10,470
	12,078	6,480	5,598
	68,004	31,396	36,608
	14,528	7,118	7,410
	7,057	6,688	369
	12,447	4,382	8,065
	16,655	6,463	10,192
	19,022	12,664	6,358
	9,808	8,770	1,038
	16,707	5,321	11,386
	13,358	11,446	1,912
	18,602	16,976	1,626
	24,849	13,517	11,332
	10,418	1,233	9,185
	10,776	5,360	5,416
	5,764	5,589	175
	14,029	8,220	5,809
	5,994	4,052	1,942
	68,316	26,812	41,504
	143,609	141,425	2,184
	43,837	25,957	17,880
	53,928	29,559	24,369
	65,070	37,324	27,746
	9,542	5,527	4,015
	54,535	25,752	28,783
	51,367	48,578	2,789
	47,869	15,785	32,084
	43,174	26,220	16,954
	6,174	986	5,188
	5,358	3,541	1,817
	9,101	10,675	-1,574
	4,312	2,367	1,945
	43,514	16,370	27,144
	6,137	1,706	4,431
	4,303	3,229	1,074
	4,449	3,086	1,363
	4,719	4,909	-190
	13,086	4,459	8,627
	32,878	13,724	19,154
	4,099	4,551	-452
	8,235	5,763	2,472
	4,330	1,425	2,905
	20,657	3,068	17,589
	4,088	2,720	1,368
	6,448	2,424	4,024
	20,269	13,516	6,753
	4,106	3,084	1,022
	9,782	5,149	4,633
	4,272	3,745	527
	5,802	3,466	2,336
	40,672	58,843	-18,171
	46,538	27,820	18,718
	65,818	28,801	37,017
	7,958	5,084	2,874
	75,216	76,165	-949
	26,420	16,644	9,776
	14,116	11,614	2,502
	14,824	10,297	4,527
	342	152	190
	14,783	8,273	6,510
	27,103	17,018	10,085
	24,738	21,318	3,420
	25,543	14,080	11,463
	250,000	249,258	742
	156,729	102,042	54,687
	8,465	5,589	2,876
	19,521	8,705	10,816
	30,568	14,299	16,269
	168,905	94,879	74,026
	3,580	660	2,920
	38,413	58,642	-20,229
	250,000	249,458	542
	4,336	5,579	-1,243
	8,355	5,589	2,766
	14,475	7,192	7,283
	26,386	41,887	-15,501
	26,860	19,429	7,431
	22,095	23,195	-1,100
	10,662	5,026	5,636
	28,884	30,996	-2,112
	17,601	9,711	7,890
	103,382	136,427	-33,045
	138,797	146,903	-8,106
	6,160,143	5,691,207	468,936
	43,508	25,038	18,470
	22,216	19,083	3,133
	7,932	5,221	2,711
	127,849	82,120	45,729
	8,747	9,931	-1,184
	4,545	3,232	1,313
	27,307	30,396	-3,089
	16,543	8,690	7,853
	12,373	6,912	5,461
	8,548	7,357	1,191
	67,954	33,501	34,453
	10,368	6,940	3,428
	7,045	4,676	2,369
	4,031	1,772	2,259
	33,421	18,116	15,305
	57,102	40,824	16,278
	116,076	97,583	18,493
	8,183	7,670	513
	41	42	-1
	21	23	-2
	126,938	99,149	27,789
	36,462	25,187	11,275
	6,999	16,973	-9,974
	19,399	26,744	-7,345
	20,682	7,403	13,279
	3,220	3,573	-353
	5,268	2,773	2,495
	4,345	11,097	-6,752
	136,178	125,176	11,002
	32,017	20,510	11,507
	4,510	5,386	-876
	6,116	6,135	-19
	5,217	3,616	1,601
	104,843	105,279	-436
	85,329	124,561	-39,232
	47,262	18,664	28,598
	15,329	8,397	6,932
	22,697	22,438	259
	10,550	18,434	-7,884
	22	24	-2
	250,000	251,136	-1,136
	11,283	10,981	302
	12,909	11,446	1,463
	52,568	26,620	25,948
	98,801	85,121	13,680
	11,755	11,636	119
	35,110	21,142	13,968
	12,280	3,653	8,627
	17,065	10,009	7,056
	55,040	53,093	1,947
	250,000	244,297	5,703

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			4,683
b
c			1,268
d			-92
e			-224
			365
			206
			2,732
			2,934
			2,885
			363
			1,417
			3,098
			1,884
			2,354
			2,794
			3,602
			314
			1,222
			1,287
			-156
			553
			1,449
			-354
			1,722
			1,159
			626
			5,730
			2,292
			1,496
			195
			1,740
			1,024
			969
			3,289
			-39
			5,894
			3,744
			-864
			-2,133
			441
			23,809
			18,088
			1,787
			14,147
			991
			300
			401
			-5,170

			4,457
			6,531
			1,436
			1,732
			1,921
			-312
			825
			6,120
			1,378
			-453
			5,506
			407
			-27
			21,659
			14,242
			5,678
			6,808
			-983
			-2,594
			3,186
			10,889
			8,838
			29
			-1,658
			5,654
			5,927
			8,358
			2,431
			4,693
			7,847
			3,170
			14,101
			9,083
			15
			2,038
			3,276
			-2,244
			2,901
			-1,019
			-1,220
			3,702
			-3,433
			3,841
			2,390
			-6,643
			11,743
			8,987
			148
			-1,733
			-3,823
			-2,291
			2,635
			7,380
			10,890
			180
			-2,225
			-722
			7,861
			1,156
			-4,297
			11,629
			-1,529
			953
			-2,612
			2,927
			5,831
			6,452
			3,026
			5,576
			-569
			5,807
			4,464
			9,111
			10,470
			5,598
			36,608
			7,410
			369
			8,065
			10,192
			6,358
			1,038
			11,386
			1,912
			1,626
			11,332
			9,185
			5,416
			175
			5,809
			1,942
			41,504
			2,184
			17,880
			24,369
			27,746
			4,015
			28,783
			2,789
			32,084
			16,954
			5,188
			1,817
			-1,574
			1,945
			27,144
			4,431
			1,074
			1,363
			-190
			8,627
			19,154
			-452
			2,472
			2,905
			17,589
			1,368
			4,024
			6,753
			1,022
			4,633
			527
			2,336
			-18,171
			18,718
			37,017
			2,874
			-949
			9,776
			2,502
			4,527
			190
			6,510
			10,085
			3,420
			11,463
			742
			54,687
			2,876
			10,816
			16,269
			74,026
			2,920
			-20,229
			542
			-1,243
			2,766
			7,283
			-15,501
			7,431
			-1,100
			5,636
			-2,112
			7,890
			-33,045
			-8,106
			468,936
			18,470
			3,133
			2,711
			45,729
			-1,184
			1,313
			-3,089
			7,853
			5,461
			1,191
			34,453
			3,428
			2,369
			2,259
			15,305
			16,278
			18,493
			513
			-1
			-2
			27,789
			11,275
			-9,974
			-7,345
			13,279
			-353
			2,495
			-6,752
			11,002
			11,507
			-876
			-19
			1,601
			-436
			-39,232
			28,598
			6,932
			259
			-7,884
			-2
			-1,136
			302
			1,463
			25,948
			13,680
			119
			13,968
			8,627
			7,056
			1,947
			5,703

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	1,772,685
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 ...................		3	41,648

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 and enter “N/A" on line 1.
	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
3	Add lines 1 and 2...........................	3	35,227
4	Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	4
5	Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- .....	5	35,227
6	Credits/Payments:

a	2021 estimated tax payments and 2020 overpayment credited to 2021	6a	36,416
b	Exempt foreign organizations—tax withheld at source......	6b
c	Tax paid with application for extension of time to file (Form 8868)...	6c
d	Backup withholding erroneously withheld ...........	6d

7	Total credits and payments. Add lines 6a through 6d..............		7	36,416
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	1,189
11	Enter the amount of line 10 to be: Credited to 2022 estimated tax0	Refunded	11	1,189

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. bullet

$ (2) On foundation managers. bullet

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. bullet

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles

of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

Yes

If "Yes," attach the statement required by General Instruction T. Click to see list of attachments

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?................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

Form 990-PF (2021)

Page 5

Part VI-A

Statements Regarding Activities (continued)

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address bullet

N/A

The books are in care of bullet

Peoples United Community Foun Telephone no. bullet

(203) 338-6111

Located at bullet

850 Main StreetBridgeportCT ZIP+4 bullet

06604

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

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

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)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(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)

(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)

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 ..........

Organizations relying on a current notice regarding disaster assistance check here........ bullet

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? .............

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)):

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?....................

If "Yes," list the years bullet

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

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.) .....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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? ..

Form 990-PF (2021)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(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)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(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)

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 ........

Organizations relying on a current notice regarding disaster assistance check here ......... bullet

If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the

tax because it maintained expenditure responsibility for the grant? .................

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or

excess parachute payment during the year? .........................

Part 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
Jack P Barnes	Director 1.00	0
850 Main Street Bridgeport,CT06604	Director 1.00	0
Marina C Henninger	Treasurer 1.00	1,185	296
850 Main Street Bridgeport,CT06604	Treasurer 1.00	1,185	296
Karen T Galbo	Chairman 40.00	28,800	7,200
850 Main Street Bridgeport,CT06604	Chairman 40.00	28,800	7,200
Armando F Goncalves	Director 1.00	0
850 Main Street Bridgeport,CT06604	Director 1.00	0
George P Carter	Director 1.00	0
850 Main Street Bridgeport,CT06604	Director 1.00	0
Robert B Dannies Jr	Director 1.00	0
850 Main Street Bridgeport,CT06604	Director 1.00	0
Sara H Longobardi	Director 1.00	0
850 Main Street Bridgeport,CT06604	Director 1.00	0
Kristy Berner	Secretary 1.00	0
850 Main Street Bridgeport,CT06604	Secretary 1.00	0
Lia T Martino	Comm Prog Spec 30.00	14,846	3,711
850 Main Street Bridgeport,CT06604	Comm Prog Spec 30.00	14,846	3,711
Louise T Sandberg	Director 1.00	0
850 Main Street Bridgeport,CT06604	Director 1.00	0
Jeffrey J Tengel	Director 1.00	0
850 Main Street Bridgeport,CT06604	Director 1.00	0
Nancy A Bigonette	Comm Impact Coo 30.00	14,418	3,604
850 Main Street Bridgeport,CT06604	Comm Impact Coo 30.00	14,418	3,604

2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."


(a) Name and address of each employee paid more than $50,000	(b) Title, and average hours per week devoted to position	(c) Compensation	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
NONE









Total number of other employees paid over $50,000...................

Form 990-PF (2021)

Page 7

Part VII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)

3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000	(b) Type of service	(c) Compensation
NONE

Total number of others receiving over $50,000 for professional services............. bullet

Part VIII-A

Summary of Direct Charitable Activities

List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.	Expenses
1


2


3


4

Part VIII-B

Summary of Program-Related Investments (see instructions)

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.	Amount
1


2


All other program-related investments. See instructions.
3

Total. Add lines 1 through 3......................... bullet

Form 990-PF (2021)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

38,267,502

Average of monthly cash balances.......................

5,134,151

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

43,401,653

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

43,401,653

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

651,025

Net value of noncharitable-use assets. Subtract line 4 from line 3. .......

42,750,628

Minimum investment return. Enter 5% (0.05) of line 5................

1,780,307

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.)

Minimum investment return from Part IX, line 6..................

1,780,307

Tax on investment income for 2021 from Part V, line 5.......

35,227

Income tax for 2021. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

35,227

Distributable amount before adjustments. Subtract line 2c from line 1............

1,745,080

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

1,745,080

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

1,745,080

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.

Form 990-PF (2021)

Page 9

Part XII

Undistributed Income (see instructions)

		(a) Corpus	(d) 2021
1 Distributable amount for 2021 from Part X, line 7			1,745,080
2 Undistributed income, if any, as of the end of 2021:
a Enter amount for 2020 only.......
b Total for prior years:20, 20, 20
3 Excess distributions carryover, if any, to 2021:
a From 2016......	376,060
b From 2017......	591,443
c From 2018......	699,501
d From 2019......	934,793
e From 2020......	423,073
f Total of lines 3a through e ........		3,024,870
4Qualifying distributions for 2021 from Part
XI, line 4: $ 1,351,288
a Applied to 2020, but not more than line 2a
b Applied to undistributed income of prior years (Election required—see instructions).....
c Treated as distributions out of corpus (Election required—see instructions)........		0
d Applied to 2021 distributable amount.....			1,351,288
e Remaining amount distributed out of corpus
5 Excess distributions carryover applied to 2021.		393,792	393,792
(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		2,631,078
b Prior years’ undistributed income. Subtract line 4b from line 2b ..........
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......
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........
e Undistributed income for 2019. Subtract line 4a from line 2a. Taxable amount—see instructions .............
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) .......
8 Excess distributions carryover from 2016 not applied on line 5 or line 7 (see instructions) ...
9 Excess distributions carryover to 2022. Subtract lines 7 and 8 from line 6a ......		2,631,078
10 Analysis of line 9:
a Excess from 2017....	573,711
b Excess from 2018....	699,501
c Excess from 2019....	934,793
d Excess from 2020....	423,073
e Excess from 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 4942(j)(3) or4942(j)(5)

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	(e) Total

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

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:

People's United Community Foundatio
850 Main Street
Bridgeport,CT06604
(203) 338-6111
foundation@peoples.com

bThe form in which applications should be submitted and information and materials they should include:

Online application only. Include most recent Audited Financial Statement, Project and Organization Budget, previous year budget vs. actuals, signed W-9 form, Form 990, and Funding Sources Form.

cAny submission deadlines:

11/30/2021, 3/31/2022

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

-Recognized public 501(c)(3) public charity for minimum of two years and program/service for which funding is being requested must be operating for twelve months minimum and demonstrate outcomes.-Must operate or serve individuals within cities/towns where People's United Bank branches are located-Must fit within three areas of focus: community development, youth development, and affordable housing development-Must not be on PUCF's list of ineligible activities

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
See Attachment 850 Main Street Bridgeport,CT06604	N/A	PC	See Attachment	1,167,685
The MT Charitable Foundation One MT Plaza Buffalo,NY14203	N/A	PF	Transfer of assets upon termination	59,758,743
Total ................................. 3a				60,926,428

bApproved for future payment

Total ................................. 3b

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	(e) Related or exempt function income (See instructions.)
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	24,570
4 Dividends and interest from securities ....
5 Net rental income or (loss) from real estate:
aDebt-financed property......
bNot debt-financed property.....
6 Net rental income or (loss) from personal property
7 Other investment income .....
8 Gain or (loss) from sales of assets other than inventory ............			18	1,772,685
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) ..				2,571,045

13Total. Add line 12, columns (b), (d), and (e)..................

2,571,045

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See instructions.)

Form 990-PF (2021)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2021)

Additional Data

Software ID:	21013475
Software Version:	2021v4.1

Form 990PF - Special Condition Description:

Special Condition Description

Name of organization Peoples United Community Foundation

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	Peoples United Bank 850 Main Street Bridgeport, CT06604	$ 89,811	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (2021)

Name of organization Peoples United Community Foundation		Employer identification number 20-8675365

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
1	Payroll and occupancy expenses paid on behalf of the Foundation	$ 89,811	2022-01-01
(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)

Description	Revenue and Expenses per Books	Disbursements for Charitable Purposes
D & O Insurance	3,505	3,505
Office Supplies and Expenses	6,421	6,421
State Filing Fees	25	25
Trust Department Fees	4,451	4,451

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
Blackbaud Subscription & Training	35,006	0	0	35,006
Investment Management Services	28,948	28,948	0	0

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
Federal Excise Tax	36,516
Foreign Taxes	5,632	5,632


Name of organization Peoples United Community Foundation			Employer identification number 20-8675365
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.) $ Use duplicate copies of Part III if additional space is needed.