Form990-PF


Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 07-01-2021 , and ending 06-30-2022
Name of foundation
POST COLLEGE FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)43 FIELD STREET
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WATERBURY, CT06702
A Employer identification number

06-1298333
B Telephone number (see instructions)

(800) 345-2562
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$6,555,980
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 0
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 166,730 166,730  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 569,837
b Gross sales price for all assets on line 6a 2,326,024
7 Capital gain net income (from Part IV, line 2)... 569,837
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........ 736,567 736,567  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 21,186 10,593   10,593
c Other professional fees (attach schedule).... 39,604 39,604   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 9,672 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 70,462 50,197   10,593
25 Contributions, gifts, grants paid....... 380,000 380,000
26 Total expenses and disbursements. Add lines 24 and 25 450,462 50,197   390,593
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 286,105
b Net investment income (if negative, enter -0-) 686,370
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.............      
2 Savings and temporary cash investments......... 294,577 195,634 195,634
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.......... 1,386    
10a Investments—U.S. and state government obligations (attach schedule) 496,475 Click to see attachment970,953 970,953
b Investments—corporate stock (attach schedule)....... 5,735,290 Click to see attachment4,435,999 4,435,999
c Investments—corporate bonds (attach schedule)....... 949,995 Click to see attachment913,184 913,184
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 70,790 Click to see attachment40,210 40,210
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 7,548,513 6,555,980 6,555,980
Liabilities 17 Accounts payable and accrued expenses.......... 9,700 12,500
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment0 Click to see attachment8,286
23 Total liabilities (add lines 17 through 22)......... 9,700 20,786
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........... 2,832,940 2,561,855
25 Net assets with donor restrictions............ 4,705,873 3,973,339
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)..... 7,538,813 6,535,194
30 Total liabilities and net assets/fund balances (see instructions). 7,548,513 6,555,980
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
7,538,813
2
Enter amount from Part I, line 27a .....................
2
286,105
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
7,824,918
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
1,289,724
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
6,535,194
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 SALES/ MATURITY OF INVESTMENTS      
b
c
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 2,326,024   1,756,187 569,837
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       569,837
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 569,837
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 9,541
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 9,541
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 1,386
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 1,386
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 131
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 8,286
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet   RefundedBullet 11  
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletCT
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    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 addressbulletN/A
    14
    The books are in care ofbulletCT COMMUNITY FOUNDATION Telephone no.bullet (203) 753-1315

    Located atbullet43 FIELD STWATERBURYCT ZIP+4bullet06702
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (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
     
     
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
     
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    GARY POST PRESIDENT
    1.00
    0 0 0
    43 FIELD STREET
    WATERBURY,CT06702
    BILL CAMPION JR VICE PRESIDENT
    1.00
    0 0 0
    43 FIELD STREET
    WATERBURY,CT06702
    BEATRICE CHIPELO TREASURER
    1.00
    0 0 0
    43 FIELD STREET
    WATERBURY,CT06702
    JANET TITUS SECRETARY
    1.00
    0 0 0
    43 FIELD STREET
    WATERBURY,CT06702
    RAMSAMMY PRIYA DIRECTOR
    1.00
    0 0 0
    43 FIELD STREET
    WATERBURY,CT06702
    DANA SILVA DIRECTOR
    1.00
    0 0 0
    43 FIELD STREET
    WATERBURY,CT06702
    DAVID GOODSON DIRECTOR
    1.00
    0 0 0
    43 FIELD STREET
    WATERBURY,CT06702
    DOLORES RIOLLANO DIRECTOR
    1.00
    0 0 0
    43 FIELD STREET
    WATERBURY,CT06702
    DONALD MACLEAN DIRECTOR
    1.00
    0 0 0
    43 FIELD STREET
    WATERBURY,CT06702
    MARGARET SURAT DIRECTOR
    1.00
    0 0 0
    43 FIELD STREET
    WATERBURY,CT06702
    MARNA MURTHA DIRECTOR
    1.00
    0 0 0
    43 FIELD STREET
    WATERBURY,CT06702
    STUART POST DIRECTOR
    1.00
    0 0 0
    43 FIELD STREET
    WATERBURY,CT06702
    ANN ZUCKER DIRECTOR
    1.00
    0 0 0
    43 FIELD STREET
    WATERBURY,CT06702
    FREDERIC MASCOLO TRUSTEE EMERITUS
    1.00
    0 0 0
    43 FIELD STREET
    WATERBURY,CT06702
    MICHAEL CARROLL DIRECTOR
    1.00
    0 0 0
    43 FIELD STREET
    WATERBURY,CT06702
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    7,061,434
    b
    Average of monthly cash balances.......................
    1b
    356,623
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    7,418,057
    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
    7,418,057
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    111,271
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    7,306,786
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    365,339
    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
    365,339
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    9,541
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    9,541
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    355,798
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    355,798
    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
    355,798
    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 7 355,798
    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...... 13,444
    c From 2018...... 6,025
    d From 2019...... 7,687
    e From 2020......  
    f Total of lines 3a through e ........ 27,156
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 390,593
    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..... 355,798
    e Remaining amount distributed out of corpus 34,795
    5 Excess distributions carryover applied to 2021. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 61,951
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......
    61,951
    10 Analysis of line 9:
    a Excess from 2017.... 13,444
    b Excess from 2018.... 6,025
    c Excess from 2019.... 7,687
    d Excess from 2020....  
    e Excess from 2021.... 34,795
    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
    ADORNO EZEKIEL
    177 DORCHESTER AVENUE
    WATERBURY,CT06704
      NONE TO PROVIDE FINANCIAL ASSISTANCE 3,750
    AGOSTINELLI KAYLA
    395 SHERIDAN DRIVE
    CHESHIRE,CT06410
      NONE TO PROVIDE FINANCIAL ASSISTANCE 3,750
    ARCE ISAIAH
    25 HIDDEN PINE CIRCLE
    MERIDEN,CT06451
      NONE TO PROVIDE FINANCIAL ASSISTANCE 3,000
    ARCE ISRAEAL
    25 HIDDEN PINE CIRCLE
    MERIDEN,CT06451
      NONE TO PROVIDE FINANCIAL ASSISTANCE 3,000
    ARTAZA LUCIANO
    11 OLD QUARRY ROAD
    WATERBURY,CT06705
      NONE TO PROVIDE FINANCIAL ASSISTANCE 3,000
    BALOGH ASHLEY
    7 MICHELLE LANE
    NAUGATUCK,CT06770
      NONE TO PROVIDE FINANCIAL ASSISTANCE 3,750
    BANKS JACOBY
    55 PARTRIDGE RUN
    BRISTOL,CT06010
      NONE TO PROVIDE FINANCIAL ASSISTANCE 3,750
    BEVERIDGE JENNIFER
    46 CRESTWOOD AVENUE
    WATERTOWN,CT06795
      NONE TO PROVIDE FINANCIAL ASSISTANCE 3,000
    BEVERLEY FORREST
    44 ALLEN STREET SECOND FLOOR
    TERRYVILLE,CT06786
      NONE TO PROVIDE FINANCIAL ASSISTANCE 3,750
    BOURDEAU TREASURE
    21 TEDESCO DRIVE
    WATERBURY,CT06708
      NONE TO PROVIDE FINANCIAL ASSISTANCE 1,500
    BROWN AUSTIN
    199 STODDARD ROAD
    WATERBURY,CT06708
      NONE TO PROVIDE FINANCIAL ASSISTANCE 3,750
    BROWN MIKAYLA
    199 STODDARD ROAD
    WATERBURY,CT06708
      NONE TO PROVIDE FINANCIAL ASSISTANCE 3,750
    BRUCE JAMEL
    85 KELSEY STREET
    WATERBURY,CT06706
      NONE TO PROVIDE FINANCIAL ASSISTANCE 3,000
    BUTLER JAMES
    6 GEORGE STREET
    ANSONIA,CT06401
      NONE TO PROVIDE FINANCIAL ASSISTANCE 3,000
    CAETANO TRAVIS
    48 EVENING STAR DRIVE
    NAUGATUCK,CT06770
      NONE TO PROVIDE FINANCIAL ASSISTANCE 3,750
    CAMILLERI KATHERINE
    306 TIFFANY LANE
    BRISTOL,CT06010
      NONE TO PROVIDE FINANCIAL ASSISTANCE 3,000
    CARDENAS KELSEY
    171 IVY HILLS ROAD
    SOUTHBURY,CT06488
      NONE TO PROVIDE FINANCIAL ASSISTANCE 3,075
    CARRELO GABRIEL
    46 MALLANE LANE
    NAUGATUCK,CT06770
      NONE TO PROVIDE FINANCIAL ASSISTANCE 3,750
    COKE AKILIA
    572 SYLVAN AVENUE
    WATERBURY,CT06706
      NONE TO PROVIDE FINANCIAL ASSISTANCE 3,750
    CONROY MADISON
    509 SHADDUCK ROAD
    MIDDLEBURY,CT06762
      NONE TO PROVIDE FINANCIAL ASSISTANCE 3,000
    CONSALVO EMILY
    23 CLIFF STREET
    WATERTOWN,CT06795
      NONE TO PROVIDE FINANCIAL ASSISTANCE 3,750
    CORDERO RAHIEM
    11 FOX STREET
    WATERBURY,CT06708
      NONE TO PROVIDE FINANCIAL ASSISTANCE 3,750
    CRONK ALYSSA
    34 DARREN COURT
    WATERBURY,CT06708
      NONE TO PROVIDE FINANCIAL ASSISTANCE 3,750
    CUBILLE EMILY
    55 BARTLETT STREET APARTMENT 2
    WATERBURY,CT06451
      NONE TO PROVIDE FINANCIAL ASSISTANCE 3,750
    D'ALESSIO JULIANA
    67 SHANE DRIVE
    SOUTHBURY,CT06488
      NONE TO PROVIDE FINANCIAL ASSISTANCE 3,750
    DAUTI MARINA
    49 STUMPF AVENUE
    THOMASTON,CT06787
      NONE TO PROVIDE FINANCIAL ASSISTANCE 3,750
    DILEGGE ELISA
    509 NORTHFIELD ROAD
    LITCHFIELD,CT06759
      NONE TO PROVIDE FINANCIAL ASSISTANCE 3,750
    DITROIA VITTORIA
    187 ORONOKE ROAD
    WATERBURY,CT06708
      NONE TO PROVIDE FINANCIAL ASSISTANCE 3,750
    D'OCCHIO JULIA
    135 WESTBURY PARK ROAD
    WATERTOWN,CT06795
      NONE TO PROVIDE FINANCIAL ASSISTANCE 3,750
    DOSSANTOS PAIGE
    90 CRESTVIEW DRIVE
    WATERTOWN,CT06795
      NONE TO PROVIDE FINANCIAL ASSISTANCE 3,750
    DWYER KELLY
    67 NEWFIELD AVENUE APARTMENT 43
    WATERBURY,CT06726
      NONE TO PROVIDE FINANCIAL ASSISTANCE 3,000
    EDWARDS JALISA
    13 FOX STREET
    WATERBURY,CT06708
      NONE TO PROVIDE FINANCIAL ASSISTANCE 2,250
    EDWARDS RASHYA
    3 BYRON AVENUE
    ANSONIA,CT06401
      NONE TO PROVIDE FINANCIAL ASSISTANCE 3,000
    EVANS MELISSA
    13 CALVERTON DRIVE
    NEW FAIRFIELD,CT06812
      NONE TO PROVIDE FINANCIAL ASSISTANCE 3,000
    FERNANDES DASILVA ANGELINA
    40 SUNRISE CIRCLE
    NAUGATUCK,CT06770
      NONE TO PROVIDE FINANCIAL ASSISTANCE 3,750
    FORTIER KRYSTAL
    23 WILLIAMS DRIVE
    PROSPECT,CT06712
      NONE TO PROVIDE FINANCIAL ASSISTANCE 2,250
    GAJDA MICHAEL
    54 SOMERSET DRIVE
    NEW BRITAIN,CT06053
      NONE TO PROVIDE FINANCIAL ASSISTANCE 3,750
    GEFFERT JYLLIAN
    117 WESTGATE ROAD
    WATERTOWN,CT06795
      NONE TO PROVIDE FINANCIAL ASSISTANCE 3,750
    GENDRON MADISON
    134 NEWPORT DRIVE
    WATERBURY,CT06706
      NONE TO PROVIDE FINANCIAL ASSISTANCE 3,750
    GUERRERO JOXEL
    174 MAYBURY CIRCLE APT 5
    WATERBURY,CT06705
      NONE TO PROVIDE FINANCIAL ASSISTANCE 1,500
    HALEY TOYSHA
    63 LAUREL STREET 3RD FLOOR
    WATERBURY,CT06702
      NONE TO PROVIDE FINANCIAL ASSISTANCE 1,500
    HARRIS DANESSA
    28 PARTRIDGETOWN ROAD
    NAUGATUCK,CT06770
      NONE TO PROVIDE FINANCIAL ASSISTANCE 3,000
    HART ALLAYA
    22 W POTTER STREET 2B
    WATERBURY,CT06708
      NONE TO PROVIDE FINANCIAL ASSISTANCE 1,500
    HEBB ALYSSA
    149 MEADOW LARK DRIVE
    WATERBURY,CT06708
      NONE TO PROVIDE FINANCIAL ASSISTANCE 3,750
    HICKSON ZACKARY
    133 BELLEVIEW AVENUE
    TORRINGTON,CT06790
      NONE TO PROVIDE FINANCIAL ASSISTANCE 3,750
    HIGLEY KATRINA
    21 WOODLAND LANE
    BURLINGTON,CT06013
      NONE TO PROVIDE FINANCIAL ASSISTANCE 3,750
    HOHENKIRK HAYWOOD
    103 SUNNYSIDE AVENUE 3RD FLOOR
    WATERBURY,CT06708
      NONE TO PROVIDE FINANCIAL ASSISTANCE 3,750
    HOHL KATHERINE
    107 RICE LANE EXTENSION
    BEACON FALLS,CT06403
      NONE TO PROVIDE FINANCIAL ASSISTANCE 3,750
    IACONO JENNIFER
    86 SAWPIT HILL ROAD
    WOODBURY,CT06798
      NONE TO PROVIDE FINANCIAL ASSISTANCE 3,750
    IVERSON CHRISTOPHER
    48 WASHINGTON STREET APT 3
    WATERBURY,CT06706
      NONE TO PROVIDE FINANCIAL ASSISTANCE 3,000
    JACQUEMIN BROOKE
    2411 NORFOLK ROAD
    TORRINGTON,CT06790
      NONE TO PROVIDE FINANCIAL ASSISTANCE 3,750
    JAMES AMARION
    9 HIGH MEADOW LANE
    MERIDEN,CT06451
      NONE TO PROVIDE FINANCIAL ASSISTANCE 3,750
    KALICI ARSIM
    15 CARRIAGE DRIVE
    SEYMOUR,CT06483
      NONE TO PROVIDE FINANCIAL ASSISTANCE 3,750
    KARDOS THERESA
    106 MAY STREET
    NAUGATUCK,CT06770
      NONE TO PROVIDE FINANCIAL ASSISTANCE 3,750
    KEITAZULU BENHANZIN
    86 ARCH STREET
    HAMDEN,CT06514
      NONE TO PROVIDE FINANCIAL ASSISTANCE 3,750
    KELLER HUNTER
    49 GREAT HILL ROAD
    OXFORD,CT06478
      NONE TO PROVIDE FINANCIAL ASSISTANCE 3,750
    KELLEY JAYLEN
    41 MILLVILLE AVE UNIT 109
    NAUGATUCK,CT06770
      NONE TO PROVIDE FINANCIAL ASSISTANCE 3,750
    KIRKLAND SAIGE
    46 DRAKE STREET
    WINDSOR,CT06095
      NONE TO PROVIDE FINANCIAL ASSISTANCE 3,750
    KIRPAS DAVIDJON
    1 GLEN RIDGE DRIVE
    SEYMOUR,CT06483
      NONE TO PROVIDE FINANCIAL ASSISTANCE 3,750
    KNOX BIANCA
    165 HUMISTON CIRCLE
    THOMASTON,CT06787
      NONE TO PROVIDE FINANCIAL ASSISTANCE 3,750
    KWAAK JOSEPH
    87 MILL STREET
    NAUGATUCK,CT06770
      NONE TO PROVIDE FINANCIAL ASSISTANCE 3,750
    LOCKERY MEGAN
    43 WASHINGTON ROAD
    HAMDEN,CT06518
      NONE TO PROVIDE FINANCIAL ASSISTANCE 3,750
    MACKINNON CARLY
    756 MAIN STREET
    PLYMOUTH,CT06782
      NONE TO PROVIDE FINANCIAL ASSISTANCE 3,750
    MANCINI DREW
    300 OLD COLONY ROAD
    WATERTOWN,CT06795
      NONE TO PROVIDE FINANCIAL ASSISTANCE 3,750
    MARRAZZO CHARLIZE
    16 SUGAR HILL ROAD
    NEWTOWN,CT06470
      NONE TO PROVIDE FINANCIAL ASSISTANCE 3,750
    MATHIS DATARI
    1178 SILAS DEANE HWY APT211
    WETHERSFIELD,CT06109
      NONE TO PROVIDE FINANCIAL ASSISTANCE 3,750
    MAYER RIANNE
    80 WOODRUFF CIRCLE
    BERLIN,CT06037
      NONE TO PROVIDE FINANCIAL ASSISTANCE 3,000
    MAZAKO EVAN
    402 JESSICA LANE
    OXFORD,CT06478
      NONE TO PROVIDE FINANCIAL ASSISTANCE 3,750
    MCFARLAN MAICQUAN
    35 LORRAINE ST
    WATERBURY,CT06704
      NONE TO PROVIDE FINANCIAL ASSISTANCE 3,000
    MILLER ELIJAH
    72 WHITE OAK LANE
    WATERBURY,CT06705
      NONE TO PROVIDE FINANCIAL ASSISTANCE 3,750
    MORALES ALYSSA
    60 PAWNEE ROAD
    WATERTOWN,CT06795
      NONE TO PROVIDE FINANCIAL ASSISTANCE 1,500
    MORALES LEILANI
    38 BENHAM STREET
    WATERBURY,CT06708
      NONE TO PROVIDE FINANCIAL ASSISTANCE 3,750
    MORGAN TAYLOR
    1010 PEARL LAKE ROAD
    WATERBURY,CT06706
      NONE TO PROVIDE FINANCIAL ASSISTANCE 3,171
    MORRISON TONY
    33 VALENTINO DR APT 3
    WATERBURY,CT06704
      NONE TO PROVIDE FINANCIAL ASSISTANCE 3,750
    NEVES ANTONY
    44 ACRA ROAD
    WATERBURY,CT06708
      NONE TO PROVIDE FINANCIAL ASSISTANCE 3,750
    NIEVES TANIA
    10-3 VILLAGEWOOD DRIVE
    WATERBURY,CT06705
      NONE TO PROVIDE FINANCIAL ASSISTANCE 3,199
    ORTIZ GLORIANESE
    83 HIGH STREET
    NAUGATUCK,CT06770
      NONE TO PROVIDE FINANCIAL ASSISTANCE 3,750
    PARKINSON TANAJA
    11 FIELDSTREAM DR
    WATERBURY,CT06704
      NONE TO PROVIDE FINANCIAL ASSISTANCE 3,750
    PAYNE MARCUS
    25 COURTNEY CRT
    MERIDEN,CT06450
      NONE TO PROVIDE FINANCIAL ASSISTANCE 3,750
    PELLETIER TIMOTHY
    35 CRESTVIEW LANE
    WATERBURY,CT06706
      NONE TO PROVIDE FINANCIAL ASSISTANCE 3,750
    PEPIN ADAM
    199 ARLINE DRIVE
    WATERBURY,CT06705
      NONE TO PROVIDE FINANCIAL ASSISTANCE 3,750
    PERUGINI FRANCESCA
    205 DALTON ST
    OAKVILLE,CT06779
      NONE TO PROVIDE FINANCIAL ASSISTANCE 2,305
    PERUGINI GIANNA
    22 KENT TER
    WATERTOWN,CT06795
      NONE TO PROVIDE FINANCIAL ASSISTANCE 3,750
    RAWLS JESSICA
    130 BYAM RD APT 2
    WATERBURY,CT06705
      NONE TO PROVIDE FINANCIAL ASSISTANCE 3,750
    RODRIGUEZ JUAN
    519 ELLIS ST
    NEW BRITAIN,CT06051
      NONE TO PROVIDE FINANCIAL ASSISTANCE 3,000
    RODRIGUEZ KENNETH
    136 COLLINS ST
    WATERBURY,CT06704
      NONE TO PROVIDE FINANCIAL ASSISTANCE 3,750
    ROSSI ALEXANDRA
    100 GENERAL PATTON DRIVE
    NAUGATUCK,CT06770
      NONE TO PROVIDE FINANCIAL ASSISTANCE 3,000
    ROY OLIVIA
    204 HARVARD DRIVE
    TORRINGTON,CT06790
      NONE TO PROVIDE FINANCIAL ASSISTANCE 3,750
    SALAS ROBERTO
    51 ROSE CIRCLE
    MERIDEN,CT06450
      NONE TO PROVIDE FINANCIAL ASSISTANCE 3,750
    SAMEDI GAVYN
    31 GORDON ST
    WATERBURY,CT06710
      NONE TO PROVIDE FINANCIAL ASSISTANCE 3,750
    SCARPANTONIO JACKLYN
    833 FISH ROCK ROAD
    SOUTHBURY,CT06488
      NONE TO PROVIDE FINANCIAL ASSISTANCE 3,000
    SERRANO ROBERTO
    19 WISLOCK ST
    WATERBURY,CT06705
      NONE TO PROVIDE FINANCIAL ASSISTANCE 3,750
    SESTILLI SYDNEY
    300 TODD ROAD
    WOLCOTT,CT06716
      NONE TO PROVIDE FINANCIAL ASSISTANCE 3,000
    SNOW ALANA
    132 WOODPARK DR
    WATERTOWN,CT06795
      NONE TO PROVIDE FINANCIAL ASSISTANCE 3,000
    SOTO JAVILET
    166 GROVE ST
    WATERBURY,CT06710
      NONE TO PROVIDE FINANCIAL ASSISTANCE 2,250
    STEINBRICK ALEXANDER
    14 TULIP DRIVE UNIT D
    SEYMOUR,CT06483
      NONE TO PROVIDE FINANCIAL ASSISTANCE 2,250
    STEWART ELIZABETH
    87 GREEN ST
    WATERBURY,CT06708
      NONE TO PROVIDE FINANCIAL ASSISTANCE 3,750
    STOW JAKE
    11 MORNING WOOD DRIVE
    BEACON FALLS,CT06403
      NONE TO PROVIDE FINANCIAL ASSISTANCE 2,250
    SUMA DRITON
    27 E NINTH ST 1ST FLOOR
    DERBY,CT06418
      NONE TO PROVIDE FINANCIAL ASSISTANCE 3,750
    TARDIF VERONICA
    32 KEARNEY ST
    TERRYVILLE,CT06786
      NONE TO PROVIDE FINANCIAL ASSISTANCE 3,750
    THERIAULT ANDREW
    21 HAZEL STREET
    OAKVILLE,CT06779
      NONE TO PROVIDE FINANCIAL ASSISTANCE 3,750
    THORNE JESSICA
    206 RIVERSIDE ST APT2
    OAKVILLE,CT06779
      NONE TO PROVIDE FINANCIAL ASSISTANCE 3,750
    VASILOU ASHLEY
    21 MIDDLEWAY EAST
    WATERBURY,CT06708
      NONE TO PROVIDE FINANCIAL ASSISTANCE 3,750
    VASILOU MICHELE
    21 MIDDLEWAY EAST
    WATERBURY,CT06708
      NONE TO PROVIDE FINANCIAL ASSISTANCE 3,750
    VIRELLA ROSALINDA
    425 SCOTT ROAD
    WATERBURY,CT06705
      NONE TO PROVIDE FINANCIAL ASSISTANCE 3,000
    WASHINGTON ERIANA
    127 HARRIS CIR APT 1D
    WATERBURY,CT06704
      NONE TO PROVIDE FINANCIAL ASSISTANCE 3,000
    WILBORN ZYKARIE
    2324 CROMWELL HILLS DRIVE
    CROMWELL,CT06416
      NONE TO PROVIDE FINANCIAL ASSISTANCE 3,750
    WILKINSON EVAN
    27 NORTH TURNPIKE ROAD
    WALLINGFORD,CT06492
      NONE TO PROVIDE FINANCIAL ASSISTANCE 3,750
    WILSON SHAKWINA
    21 FREDERICK ST
    WATERBURY,CT06710
      NONE TO PROVIDE FINANCIAL ASSISTANCE 2,250
    WIVESTAD IAN
    45 DUNROBIN LANE
    WATERTOWN,CT06795
      NONE TO PROVIDE FINANCIAL ASSISTANCE 3,750
    WRIGHT NICK
    125 NOOKS HILL ROAD
    CROMWELL,CT06416
      NONE TO PROVIDE FINANCIAL ASSISTANCE 3,750
    ZALIK CHRISTOPHER
    23 BISHOP ROAD
    OXFORD,CT06478
      NONE TO PROVIDE FINANCIAL ASSISTANCE 2,250
    ZAPPONE DOMINIC
    40 WILTON ROAD
    PLYMOUTH,CT06782
      NONE TO PROVIDE FINANCIAL ASSISTANCE 1,500
    Total .................................bullet 3a 380,000
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........
             
    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 ............
        14 569,837  
    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) .. 0 736,567 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    736,567
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    POST COLLEGE FOUNDATION INC
    EIN:
    06-1298333
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 21,186 10,593   10,593

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    POST COLLEGE FOUNDATION INC
    EIN:
    06-1298333
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CORPORATE BONDS 913,184 913,184

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    POST COLLEGE FOUNDATION INC
    EIN:
    06-1298333
    Name of Stock End of Year Book Value End of Year Fair Market Value
    CORPORATE STOCK 4,435,999 4,435,999

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    POST COLLEGE FOUNDATION INC
    EIN:
    06-1298333
    US Government Securities - End of Year Book Value:

    970,953
    US Government Securities - End of Year Fair Market Value:

    970,953
    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:
    POST COLLEGE FOUNDATION INC
    EIN:
    06-1298333
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ETF'S - BONDS FMV 40,210 40,210

    TY 2021 OtherDecreasesSchedule
    Name:
    POST COLLEGE FOUNDATION INC
    EIN:
    06-1298333
    Description Amount
    UNREALIZED LOSS 1,289,724


    TY 2021 OtherLiabilitiesSchedule
    Name:
    POST COLLEGE FOUNDATION INC
    EIN:
    06-1298333
    Description Beginning of Year - Book Value End of Year - Book Value
    ACCRUED EXCISE TAX 0 8,286


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    POST COLLEGE FOUNDATION INC
    EIN:
    06-1298333
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MISCELLANEOUS 600 600   0
    INVESTMENT MGMT FEE 37,763 37,763   0
    INSURANCE 1,241 1,241   0


    TY 2021 TaxesSchedule
    Name:
    POST COLLEGE FOUNDATION INC
    EIN:
    06-1298333
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAX 9,672 0   0