Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
LOUIS F & MARY A TAGLIATELA
FAMILY FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)C/O S LOPES 1621 STATE STREET
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW HAVEN, CT06511
A Employer identification number

06-1482333
B Telephone number (see instructions)

(203) 624-4196
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$6,204,123J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 41,083 41,083  
4 Dividends and interest from securities... 108,588 108,588  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 124,862
b Gross sales price for all assets on line 6a 530,616
7 Capital gain net income (from Part IV, line 2)... 124,862
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........ 274,533 274,533  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
9,600     9,600
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
43,866 43,866    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
40,857 15,469   25,388
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
344 55   289
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 94,667 59,390   35,277
25 Contributions, gifts, grants paid....... 382,000 382,000
26 Total expenses and disbursements. Add lines 24 and 25 476,667 59,390   417,277
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -202,134
b Net investment income (if negative, enter -0-) 215,143
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 207,003    
2 Savings and temporary cash investments......... 2,100,212 28,286 28,286
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow2,000
Less: allowance for doubtful accounts right arrow     Click to see attachment
List of Attached Documents:
// Content
2,000 		2,000
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)   Click to see attachment
List of Attached Documents:
// Content
2,043,732 		2,079,289
b Investments—corporate stock (attach schedule)....... 1,780,437 Click to see attachment
List of Attached Documents:
// Content
1,836,504 		4,094,548
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,087,652 3,910,522 6,204,123
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)   Click to see attachment
List of Attached Documents:
// Content
25,004
23 Total liabilities (add lines 17 through 22).........   25,004
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
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 4,087,652 3,885,518
29 Total net assets or fund balances (see instructions)..... 4,087,652 3,885,518
30 Total liabilities and net assets/fund balances (see instructions). 4,087,652 3,910,522
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
4,087,652
2
Enter amount from Part I, line 27a .....................
2
-202,134
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
3,885,518
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,885,518
Form 990-PF (2023)
Form 990-PF (2023)
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 ST COVERED SECURITIES P    
b LT COVERED SECURITIES P    
c LT NONCOVERED SECURITIES P    
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 230,188   222,959 7,229
b 115,224   135,614 -20,390
c 185,135   47,181 137,954
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       7,229
b       -20,390
c       137,954
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 2 124,862
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 7,229
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 right arrow 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) 1 2,990
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 2,990
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 2,990
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 1,368
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 1,368
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 119
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 1,741
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowCT
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 2023 or the taxable year beginning in 2023? 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
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 addressright arrowN/A
14
The books are in care ofright arrowSTEVE LOPES Telephone no.right arrow (203) 624-4196

Located atright arrow1621 STATE STREETNEW HAVENCT ZIP+4right arrow06511
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2023? .............
1d
 
 
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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
PATRICIA TAGLIATELA SECRETARY/DI
000.00 		0 0 0
1621 STATE STREET
NEW HAVEN,CT06511
LOUIS F TAGLIATELA JR PRESIDENT
000.00 		0 0 0
2 SMOKE RISE ROAD
WALLINGFORD,CT06492
STEPHEN TAGLIATELA DIRECTOR
000.00 		0 0 0
1621 STATE STREET
NEW HAVEN,CT06511
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...................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
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.............right arrow  
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 N/A  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
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
6,034,940
b
Average of monthly cash balances.......................
1b
73,801
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
6,108,741
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
6,108,741
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
91,631
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
6,017,110
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
300,856
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
300,856
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
2,990
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,990
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
297,866
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
297,866
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
297,866
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
417,277
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
417,277
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 297,866
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 290,038
b Total for prior years:2021, 20, 20 84,628
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 417,277
a Applied to 2022, but not more than line 2a 290,038
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		Click to see attachment
List of Attached Documents:
// Content
84,628
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2023 distributable amount..... 42,611
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2023.    
(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  
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		255,255
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 2018 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		 
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
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).)
PATRICIA TAGLIATELA
LOUIS F TAGLIATELA JR
STEPHEN TAGLIATELA
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 right arrow
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 (2023)
Form 990-PF (2023)
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

ALBERTUS MAGNUS COLLEGE

700 PROSPECT STREET
NEW HAVEN,CT06511 		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 5,000

ALS ASSOCIATION

PO BOX 37022
BOONE,IA50037 		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 1,000

ALZHEIMERS ASSOC

8180 GREENSBORO DR
SUITE 400
MCLEAN,VA22102 		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 2,000

AMERICAN CANCER SOCIETY

825 BROOK STREET
1-91 TECH CENTER
ROCKY HILL,CT06067 		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 500

AMERICAN RED CROSS

209 FARMINGTON AVENUE
FARMINGTON,CT06032 		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 500

AMERICARES

88 HAMILTON AVENUE
STAMFORD,CT06902 		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 70,000

A KINDER GROUND INC

218 OLIVE ST
MERIDEN,CT064505706 		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 250

ANIMAL HAVEN

89 MILL ROAD
NORTH HAVEN,CT06473 		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 7,000

ANIMAL WELFARE LEAGUE OF WESTBROOK

647 HORSE HILL RD
WESTBROOK,CT06498 		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 500

ANNUAL BISHOP'S APPEAL

PO BOX 28
HARTFORD,CT061410028 		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 500

CCA DV

655 WINDING BROOK DR
GLASTONBURY,CT06033 		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 3,000

CETENARY COLLEGE

400 JEFFERSON STREET
HACKETTSTOWN,NJ07840 		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 12,000

CENTER FOR SAFE FUTURES

16 JAY ST
NEW LONDON,CT06320 		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 25,000

CHESHIRE ACADEMY

10 MAIN STREET
CHESHIRE,CT06410 		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 30,000

CLELIAN ADULT DAY CENTER

261 BENHAM ST
HAMDEN,CT06514 		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 1,500

CLIFFORD BEERS CLINIC

93 EDWARDS ST
NEW HAVEN,CT06511 		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 3,500

CONNECTICUT HOSPICE INC

100 DOUBLE BEACH ROAD
BRANFORD,CT06405 		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 4,500

CT CANCER FOUNDATION

15 N MAIN ST
OLD SAYBROOK,CT06475 		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 250

CT DIAPER BANK

370 STATE ST
NORTH HAVEN,CT06473 		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 1,000

CT FOOD BANK

2 RESEARCH PARKWAY
WALLINGFORD,CT06492 		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 1,000

CT RIVER CONSERVATION

27 WASHINGTON ST
MIDDLETOWN,CT06457 		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 500

CT RIVER MUSEUM

67 MAIN ST
ESSEX,CT06426 		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 500

CYSTIC FIBROSIS FOUNDATION

306 INDUSTRIAL PARK ROAD
MIDDLETOWN,CT06457 		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 5,000

DANTE ALIGHIERI SOCIETY OF MASSACHU
SETTS
41 HAMSHIRE STREET
CAMBRIDGE,MA02139 		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 2,000

DOCTORS WITHOUT BORDERS

40 RECTOR ST 16TH FL
NEW YORK,NY10006 		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 5,000

EMMANUEL BAPTIST CHURCH

PO BOX 364
OLD SAYBROOK,CT06475 		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 1,000

EUGENE ONEILL THEATER CENTER

305 GREAT NECK ROAD
WATERFORD,CT06385 		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 250

FAMILY REENTRY INC

50 FITCH ST
NEW HAVEN,CT06515 		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 500

FLORENCE GRISWOLD MUSEUM

96 LYME STREET
OLD LYME,CT06371 		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 250

FRANCISCAN LIFE CENTER

271 FINCH AVENUE
MERIDEN,CT06451 		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 3,000

FRIENDS OF NORTH HAVEN LIBRARY

17 ELM STREET
NORTH HAVEN,CT06473 		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 2,000

GOODSPEED OPERA HOUSE

6 MAIN STREET
HADDAM,CT06423 		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 500

INTERNATIONAL FESTIVAL OF ARTS

195 CHURCH STREET
12TH FLOOR
NEW HAVEN,CT06510 		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 2,750

INTERNATIONAL FOP ASSOC

1520 CLAY STREET
SUITE H-2
NORTH KANSAS CITY,MO64116 		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 200

IRIS

235 NICOLL ST
NEW HAVEN,CT06511 		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 2,000

IVORYTON PLAYHOUSE FOUNDATION

PO BOX 458
IVORYTON,CT06442 		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 500

KATHERINE HEPBURN CULTURAL ARTS

300 MAIN ST
OLD SAYBROOK,CT06475 		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 1,000

LATIN AMERICA CHILDCARE

1211 SOUTH GLENSTONE
SPRINGFIELD,MO65804 		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 5,000

LEEWAY INC

SYLVIA ALEXANDER-DIRECTOR
40 ALBERT STREET
NEW HAVEN,CT06511 		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 450

LONG WHARF THEATRE

70 AUDOBON ST
NEW HAVEN,CT06510 		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 250

LYME ACADEMY COLLEGE OF FINE ARTS

84 LYME STREET
OLD LYME,CT06371 		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 1,000

MARY WADE HOME

118 CLINTON AVE
NEW HAVEN,CT06513 		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 5,000

MASTERS MANNA

PO BOX 4032
WALLINGFORD,CT06492 		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 1,000

MDA

2150 CORBIN AVE
NEW BRITAIN,CT06053 		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 1,000

MULTIPLE SCLEROSIS FOUNDATION

6520 N ANDREWS AVE
FORT LAUDERDALE,FL33309 		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 1,500

MYSTIC AQUARIUM

55 COOGAN BLVD
MYSTIC,CT06355 		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 500

MYSTIC SEAPORT MUSEUM INC

57 GREENMANVILLE AVENUE
MYSTIC,CT06355 		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 500

NAMI OF CT

1030 NEW BRITAIN AVENUE
WEST HARTFORD,CT06110 		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 3,000

NATIONAL COAST GUARD MUSEUM

239 BANK STREET
NEW LONDON,CT06320 		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 1,000

NEW HAVEN READS

45 BRISTOL STREET
NEW HAVEN,CT06511 		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 1,000

NEW REACH

269 PECK STREET
NEW HAVEN,CT06513 		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 6,500

NIANTIC CHILDRENS MUSEUM

409 MAIN STREET
NIANTIC,CT06357 		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 250

NORTH HAVEN EQUITY COALITION

17 COOPER RD
NORTH HAVEN,CT06473 		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 5,000

OLD SAYBROOK HISTORICAL SOCIETY

350 MAIN STREET
OLD SAYBROOK,CT06475 		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 500

OLD SAYBROOK PARK & RECREATION

308 MAIN STREET
OLD SAYBROOK,CT06475 		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 1,000

PARENTS FOUNDATION FOR TRANSITIONAL
LIVING
100 BROADWAY
NEW HAVEN,CT06511 		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 3,000

PAUL DOSTIE KARE FUND

620 BOSTON POST RD
GUILFORD,CT06437 		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 1,000

PLANNED PARENTHOOD OF SOUTHERN NEW

4697 MAIN STREET
BRIDGEPORT,CT06606 		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 2,000

RAILROAD MUSEUM OF NEW ENGLAND

242 E MAIN ST
THOMASTON,CT06787 		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 250

RESTORE WITH THE ARTS INC

72 ORCHARD ST
MERIDEN,CT064503472 		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 1,000

SAVE THE CHILDREN FEDERATION

501 KINGS HIGHWAY EAST
SUITE 400
FAIRFIELD,CT06825 		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 85,000

ST JOHN SCHOOL CHARITABLE FOUNDATIO

42 MAYNARD RD
OLD SAYBROOK,CT06475 		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 2,000

ST JUDES

501 ST JUDE PLACE
MEMPHIS,TN38105 		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 9,000

THE REACH FUND OF CT

1027 FARMINGTON AVE
FARMINGTON,CT06032 		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 3,000

UNIVERSITY OF MIAMI

PO BOX 025388
MIAMI,FL33102 		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 250

WALLINGFORD ANIMAL SHELTER

5 PENT RD
WALLINGFORD,CT06492 		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 400

WALLINGFORD FIRE DEPT

75 MASONIC AVE
WALLINGFORD,CT06492 		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 200

WHERE THE LOVE IS

422 WEST TODD STREET
HAMDEN,CT06518 		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 2,000

WNPR

1049 ASYLUM AVENUE
HARTFORD,CT06105 		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 1,000

WOMAN AND FAMILY LIFE CENTER

96 FAIR ST
GUILFORD,CT06437 		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 15,000

WORLD CENTRAL KITCHEN

PO BOX 96538
WASHINGTON,DC200906538 		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 25,000

YANKEE INSTITUTE FOR PUBLIC POLICY

216 MAIN STREET
EAST HARTFORD,CT06106 		NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 1,500
Total .................................right arrow 3a 382,000
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 41,083  
4 Dividends and interest from securities ....     14 108,588  
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 ............ 		    14 124,862  
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) ..   274,533  
13Total. Add line 12, columns (b), (d), and (e)..................
13
274,533
(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 (2023)
Form 990-PF (2023)
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
LOUIS F & MARY A TAGLIATELA
 
FAMILY FOUNDATION
EIN:
06-1482333
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 9,600     9,600

TY 2023 AppliedToPriorYearElection
Name:
LOUIS F & MARY A TAGLIATELA
 
FAMILY FOUNDATION
EIN:
06-1482333
Election:
IRC SECTION 4942(H)(2) ELECTION THE FOUNDATION MANAGER, BY SIGNATURE ON FORM 990PF FOR TAXABLE YEAR 2023 TO WHICH THIS ELECTION IS ATTACHED, HEREBY ELECTS IN ACCORDANCE WITH REG 53.4942 (A)-3(D)(2) TO TREAT DISTRIBUTION IN THE CURRENT TAXABLE YEAR IN THE AMOUNT OF 84,628 AS A DISTRIBTUION FROM THE UNDISTRIBTED INCOME OF THE 2021 TAX YEAR.

TY 2023 InvestmentsCorpStockSchedule
Name:
LOUIS F & MARY A TAGLIATELA
 
FAMILY FOUNDATION
EIN:
06-1482333
Name of Stock End of Year Book Value End of Year Fair Market Value
ACUITY BRANDS INC 3,632 61,449
AEROJET ROCKETDYNE HLDG INC    
AMC NETWORKS INC. 15,649 18,790
AMERICAN EXPRESS CO 7,411 56,202
AMETEK INC 3,082 131,912
AMPCO PITTSBURGH CORP 7,794 6,186
ARCHER DANIELS MIDLAND 5,187 21,666
AT&T INC 14,715 25,170
ATLANTA BRAVES HOLDIN INC SER C 7 119
ATLANTA BRAVES HOLDIN INC SER A 35,642 64,170
BANK OF NY 36,341 52,050
BEASLEY BROADCAST GRP INC 2,085 878
BIGLARI HOLDINGS INC 9,183 7,939
CNH INDUSTRIAL 59,137 66,990
COCA COLA CO 26,595 70,716
CRANE CO 21,889 177,210
DANA HOLDING CORP 17,485 14,610
DANONE SPONS ADR 10,735 12,950
DEERE & CO 15,634 199,935
DIAGEO PLC 21,665 72,830
DIEBOLD INC    
DISH NETWORK CORPORATION 36,266 14,425
DRIL QUIP INC 56,266 58,175
EDGEWELL PERS CARE CO 6,487 18,315
ELI LILLY & COMPANY 6,628 104,926
ENERGIZER HLDGS INC 9,933 15,840
EVERGY INC 18,966 41,760
EVERSOURCE ENERGY 18,330 61,720
EXXON MOBIL CORP 37,480 79,984
FIRST ENERGY CORP 3,295 13,454
FLOWSERVE CORP COM 10,965 61,830
FORTUNE BRANDS HOME & SECURITY 2,613 15,228
FOX CORP 3,569 9,880
FRANKLIN RES INC    
GATX CORP 40,265 168,308
GENERAL MILLS INC 18,849 52,112
GRACO INC 18,201 86,760
GRUPO TELEVISA SA DE CV 13,097 8,350
HERC HLDGS INC 13,952 59,556
HONEYWELL INT'L INC 7,534 62,913
HYSTER YALE MATLS HANDLING ICL 10,907 12,438
INTERPUBLIC GROUP 9,862 16,320
INTL FLAVORS & FRAGRANCES 31,872 64,776
ITT CORP NEW COM 8,098 59,660
IVECO GRP 6,605 8,055
J.P. MORGAN CHASE & CO 13,505 51,030
JOHNSON & JOHNSON 15,729 47,022
JOHNSON CONTROLS INTERNATIONAL 9,460 28,820
KAMAN CORP 28,352 19,160
KINNEVIK INVESTMENTS 10,322 5,982
LENNAR B SHARES 33,731 107,240
LIBERTY BRAVES GROUP A    
LIBERTY BROADBAND CORP - SER A 223 2,822
LIBERTY BROADBAND CORP - SER C 1,315 7,414
LIBERTY GLOBAL INC COM SER A 13,564 17,770
LIBERTY GLOBAL INC COM SER C 6,951 22,256
LIBERTY LATIN AMERICA CL A 50,180 32,895
LIBERTY LATIN AMERICA CL C 2,210 2,129
LIBERTY MEDIA CORP LIVE SER A 192 1,316
LIBERTY MEDIA CORP LIVE SER C 631 3,066
LIBERTY MEDIA GROUP A 122 2,029
LIBERTY MEDIA GROUP C 237 4,419
LIBERTY SIRIUS GROUP C 1,345 9,296
LIBERTY SIRIUSXM GROUP 305 4,052
MADISON SQUARE GARDEN ENT 441 16,054
MADISON SQUARE GARDEN SPORTS 17,032 72,732
MASTERBRAND INC 358 2,970
MATTHEWS INTL CORP 11,885 18,325
MILLICOM INTL CELLULAR 28,266 25,200
MODINE MFG CO 17,171 71,640
MONDELEZ INTERNATIONAL 14,735 57,944
MUELLER WATER PRODUCTS INC 17,509 21,600
MYERS INDUSTRIES INC 42,086 39,100
NATIONAL FUEL GAS CO 57,758 60,204
NEWS CORP CL A 1,762 6,138
NEWS CORP CL C 26,147 38,580
NEXTERA ENERGY PARTNERS LP 17,868 16,726
NISOURCE INC 5,039 15,930
OTTER TAIL CORPORATION 19,990 42,485
PERRIGO CO 17,113 16,090
PFIZER INC 23,246 40,306
PNC FINANCIAL SERVICES GROUP 25,554 61,940
RESIDEO TECHNOLOGIES INC 1,149 4,385
ROGERS COMMUNICATIONS CL B 6,676 23,405
RYMAN HOSPITALITY PPTYS INC 10,843 77,042
SINCLAIR BROADCAST GROUP INC 111,349 65,150
SPHERE ENTERTAINMENT 3,180 17,150
STATE STREET 46,763 77,460
STRATTEC SECURITY CORP 13,861 15,204
TEGNA INC 23,540 22,950
TELEPHONE & DATA SYSTEM INC 90,761 110,632
TEVA PHARMACEUTICAL INDS 22,340 20,880
TEXTRON INC 51,340 80,420
TREDEGAR INDS INC 49,295 21,640
T-MOBILE US INC 2,992 21,484
UNITED STATES CELLULAR CORP 45,701 58,156
VALMONT INDS INC 22,800 46,702
VALVOLINE    
WARNER BROS DISCOVERY INC 19,116 26,880
WASTE MGMT INC 14,956 71,640
WATTS INDS INC CL A 2,856 31,251
WELLS FARGO & CO 29,808 49,220
XYLEM 19,488 91,488
ZIMMER BIOMET HLDG 11,448 12,170
ZIMVIE INC    

TY 2023 InvestmentsGovtObligationsSch
Name:
LOUIS F & MARY A TAGLIATELA
 
FAMILY FOUNDATION
EIN:
06-1482333
US Government Securities - End of Year Book Value:

2,043,732
US Government Securities - End of Year Fair Market Value:

2,079,289
State & Local Government Securities - End of Year Book Value:


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


 


TY 2023 OtherExpensesSchedule
Name:
LOUIS F & MARY A TAGLIATELA
 
FAMILY FOUNDATION
EIN:
06-1482333
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXPENSES        
OFFICE EXP 289     289
MISC FEES 55 55    


TY 2023 OtherLiabilitiesSchedule
Name:
LOUIS F & MARY A TAGLIATELA
 
FAMILY FOUNDATION
EIN:
06-1482333
Description Beginning of Year - Book Value End of Year - Book Value
CASH ACCT WITH CREDIT BALANCE   25,004


TY 2023 OtherNotesLoansRcvblShortSch2
Name:
LOUIS F & MARY A TAGLIATELA
 
FAMILY FOUNDATION
EIN:
06-1482333
Name of 501(c)(3) Organization Balance Due
MISC RECEIVABLE
  		2,000


TY 2023 OtherProfessionalFeesSchedule
Name:
LOUIS F & MARY A TAGLIATELA
 
FAMILY FOUNDATION
EIN:
06-1482333
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 43,866 43,866    


TY 2023 TaxesSchedule
Name:
LOUIS F & MARY A TAGLIATELA
 
FAMILY FOUNDATION
EIN:
06-1482333
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 294 294    
FEDERAL EXCISE TAX PAID ON SHORT 25,388     25,388
FEDERAL EXCISE TAX PAID ON INVES 15,175 15,175