TY 2023 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

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

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

Go 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
DOMENICK AND MARY MONGILLO FAMILY
CHARITABLE FOUNDATION INC

Number and street (or P.O. box number if mail is not delivered to street address)66 HERITAGE DRIVE
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
BERLIN, CT060373946

A Employer identification number

82-1446822

B Telephone number (see instructions)

(203) 789-2306

C If exemption application is pending, check here right arrow

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

D 1. Foreign organizations, check here............. right arrow

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

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

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

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

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

$912,520J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)	(a) Revenue and expenses per books		(b) Net investment income	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	3,253		3,253
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		70,065
b	Gross sales price for all assets on line 6a 402,418
7	Capital gain net income (from Part IV, line 2)...			70,065
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........	73,318		73,318
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).........	List of Attached Documents: // Content	2,735	0	0
b	Accounting fees (attach schedule).......	List of Attached Documents: // Content	3,595	0	0
c	Other professional fees (attach schedule)....
17	Interest...............
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	7	0	0
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	3,949	3,949	0
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	10,286		3,949	0
25	Contributions, gifts, grants paid.......	30,000			30,000
26	Total expenses and disbursements. Add lines 24 and 25	40,286		3,949	30,000
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	33,032
b	Net investment income (if negative, enter -0-)			69,369
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	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............
	2	Savings and temporary cash investments.........	127,209	96,787	96,787
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)
	b	Investments—corporate stock (attach schedule).......
	c	Investments—corporate bonds (attach schedule).......
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	583,527	List of Attached Documents: // Content 646,981	815,733
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	710,736	743,768	912,520
	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 )
	23	Total liabilities (add lines 17 through 22).........	0	0
		Foundations that follow FASB ASC 958, check here
		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
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	428,258	428,258
	27	Paid-in or capital surplus, or land, bldg., and equipment fund	0	0
	28	Retained earnings, accumulated income, endowment, or other funds	282,478	315,510
	29	Total net assets or fund balances (see instructions).....	710,736	743,768
	30	Total liabilities and net assets/fund balances (see instructions).	710,736	743,768

Part III

Analysis of Changes in Net Assets or Fund Balances

Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............

710,736

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

33,032

Other increases not included in line 2 (itemize) right arrow

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

743,768

Decreases not included in line 2 (itemize) right arrow

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

743,768

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	ABBVIE INC	P	2022-12-19	2023-02-02
b	ACADIA HEALTHCARE	P	2022-07-19	2023-07-13
c	ADOBE INC	P	2023-01-11	2023-03-13
d	ADOBE INC	P	2023-04-14	2023-05-12
e	ADOBE INC	P	2022-12-14	2023-05-25
	ADVANCED MICRO DEVICES	P	2023-07-24	2023-10-12
	AIR PDTS & CHEMICALS INC	P	2023-08-02	2023-10-09
	AIR PDTS & CHEMICALS INC	P	2023-07-13	2023-11-07
	AIR PDTS & CHEMICALS INC	P	2023-10-13	2023-11-07
	ALBEMARLE CORP	P	2023-01-17	2023-10-13
	ALBEMARLE CORP	P	2023-10-13	2023-10-13
	ALBEMARLE CORP	P	2023-10-13	2023-10-25
	ALPHABET INC	P	2022-11-15	2023-01-05
	ALPHABET INC	P	2022-11-29	2023-01-05
	ALPHABET INC	P	2022-11-29	2023-01-17
	ALPHABET INC	P	2023-04-10	2023-07-24
	ALPHABET INC	P	2023-10-13	2023-12-08
	AMERICAN TOWER CORP	P	2023-11-15	2023-12-28
	AMERICAN TOWER CORP	P	2023-11-17	2023-12-28
	ANTERO RESOURCES CORP	P	2022-08-16	2023-01-03
	ANTERO RESOURCES CORP	P	2022-06-15	2023-01-30
	ANTERO RESOURCES CORP	P	2022-08-16	2023-01-30
	APPLE INC	P	2023-06-30	2023-07-24
	ARISTA NETWORKS INC	P	2023-03-21	2023-07-26
	ARISTA NETWORKS INC	P	2023-03-08	2023-07-28
	ASTRAZENECA	P	2022-12-08	2023-10-24
	ASTRAZENECA	P	2022-12-23	2023-10-24
	ASTRAZENECA	P	2023-04-11	2023-10-24
	ASTRAZENECA	P	2022-12-23	2023-10-31
	ASTRAZENECA	P	2023-10-13	2023-10-31
	ATLANTA BRAVES HLDGS	P	2023-02-21	2023-07-25
	ATLANTA BRAVES HLDGS	P	2023-02-24	2023-07-25
	BIOGEN INC	P	2022-10-28	2023-03-09
	BIOGEN INC	P	2022-09-29	2023-07-17
	BIOGEN INC	P	2022-10-17	2023-07-17
	BIOGEN INC	P	2023-05-04	2023-07-17
	BOSTON SCIENTIFIC	P	2022-12-02	2023-01-17
	BOSTON SCIENTIFIC	P	2023-09-07	2023-10-12
	CATALENT INC	P	2023-02-08	2023-04-25
	CHARLES RVR LAB	P	2023-02-14	2023-04-25
	CHARLES RVR LAB	P	2023-01-24	2023-05-02
	CHENIERE ENERGY INC	P	2022-04-21	2023-01-03
	COLUMBIA CONTRA	P	2022-12-12	2023-10-13
	COSTCO WHOLESALE	P	2022-07-01	2023-04-03
	COSTCO WHOLESALE	P	2023-01-26	2023-04-03
	DATADOG INC	P	2022-06-02	2023-04-03
	DATADOG INC	P	2022-06-02	2023-05-31
	DATADOG INC	P	2023-02-15	2023-09-28
	DATADOG INC	P	2023-01-30	2023-10-09
	DATADOG INC	P	2023-02-15	2023-10-09
	DEERE & CO	P	2022-03-28	2023-03-15
	DEERE & CO	P	2022-03-28	2023-02-14
	DEERE & CO	P	2023-07-26	2023-10-02
	DELL TECHS INC	P	2023-10-13	2023-12-22
	DELL TECHS INC	P	2023-11-06	2023-12-22
	DEVON ENERGY	P	2022-05-18	2023-01-10
	DEVON ENERGY	P	2022-06-08	2023-01-10
	DEVON ENERGY	P	2022-05-18	2023-02-16
	DEVON ENERGY	P	2022-10-04	2023-02-16
	DEXCOM INC	P	2022-12-01	2023-01-11
	DIAMONDBACK ENERGY	P	2022-11-01	2023-06-07
	DIAMONDBACK ENERGY	P	2023-02-27	2023-09-11
	WALT DISNEY CO	P	2022-08-11	2023-05-30
	WALT DISNEY CO	P	2022-11-21	2023-06-05
	WALT DISNEY CO	P	2023-02-09	2023-06-05
	DRAFTKINGS INC	P	2023-07-03	2023-08-10
	DRAFTKINGS INC	P	2023-05-22	2023-09-07
	DRAFTKINGS INC	P	2023-07-03	2023-09-07
	DRAFTKINGS INC	P	2023-10-13	2023-11-10
	DRAFTKINGS INC	P	2023-10-13	2023-11-14
	DRAFTKINGS INC	P	2023-06-13	2023-12-07
	DRAFTKINGS INC	P	2023-10-13	2023-12-07
	EOG RESOURCES INC	P	2023-02-13	2023-04-03
	FIRST SOLAR INC	P	2022-09-21	2023-01-18
	FIRST SOLAR INC	P	2022-09-21	2023-02-02
	FIRST SOLAR INC	P	2022-10-27	2023-02-02
	FIRST SOLAR INC	P	2022-10-27	2023-04-06
	FIRST SOLAR INC	P	2023-03-06	2023-04-06
	FIRST SOLAR INC	P	2022-09-26	2023-09-05
	FIRST SOLAR INC	P	2022-10-27	2023-09-05
	GE HEALTHCARE TECHS	P	2023-06-08	2023-08-02
	GE HEALTHCARE TECHS	P	2023-06-08	2023-09-14
	HEICO CORP	P	2023-02-01	2023-07-24
	HESS CORP	P	2023-04-04	2023-07-24
	HESS CORP	P	2023-10-13	2023-11-01
	HESS CORP	P	2023-04-04	2023-11-03
	HESS CORP	P	2023-06-06	2023-11-03
	HESS CORP	P	2023-08-10	2023-11-03
	HESS CORP	P	2023-10-13	2023-11-03
	HUMANA INC	P	2022-10-11	2023-01-27
	HUMANA INC	P	2022-10-13	2023-02-02
	HUMANA INC	P	2022-10-19	2023-03-17
	HUMANA INC	P	2022-07-18	2023-04-03
	INSPIRE MED SYS INC	P	2023-02-16	2023-04-06
	INTUITIVE SURGICAL	P	2023-10-13	2023-11-07
	JPMORGAN CHASE & CO	P	2023-02-06	2023-08-25
	JPMORGAN CHASE & CO	P	2023-04-14	2023-08-25
	JPMORGAN CHASE & CO	P	2023-07-24	2023-08-25
	JPMORGAN CHASE & CO	P	2023-03-10	2023-09-07
	JPMORGAN CHASE & CO	P	2023-04-14	2023-09-07
	LPL FINANCIAL HOLDINGS	P	2023-02-07	2023-04-12
	LAS VEGAS SANDS	P	2023-03-09	2023-07-17
	LAS VEGAS SANDS	P	2023-04-20	2023-07-17
	LAS VEGAS SANDS	P	2022-12-08	2023-08-15
	LAS VEGAS SANDS	P	2023-03-09	2023-08-15
	LAS VEGAS SANDS	P	2022-12-08	2023-08-21
	LAS VEGAS SANDS	P	2022-12-27	2023-09-07
	LIBERTY MEDIA CRP	P	2023-02-21	2023-08-08
	LIBERTY MEDIA CRP	P	2023-02-24	2023-08-08
	ELI LILLY & CO	P	2022-09-28	2023-02-23
	ELI LILLY & CO	P	2022-10-14	2023-02-23
	ELI LILLY & CO	P	2022-10-14	2023-03-09
	ELI LILLY & CO	P	2022-09-22	2023-03-27
	ELI LILLY & CO	P	2022-10-12	2023-03-27
	LIVE NATION ENTMNT	P	2022-04-20	2023-01-09
	LIVE NATION ENTMNT	P	2022-05-19	2023-01-09
	LIVE NATION ENTMNT	P	2022-05-31	2023-01-09
	LIVE NATION ENTMNT	P	2022-05-19	2023-01-31
	LIVE NATION ENTMNT	P	2022-06-30	2023-02-13
	LULULEMON ATHLETICA INC	P	2022-12-30	2023-02-02
	LULULEMON ATHLETICA INC	P	2023-01-06	2023-02-02
	MGM RESORTS INTL	P	2023-10-13	2023-10-19
	MARTIN MARIETTA MTLS INC	P	2023-02-16	2023-07-24
	MARVELL TECHNOLOGY	P	2022-08-25	2023-04-27
	MARVELL TECHNOLOGY	P	2022-09-08	2023-04-27
	MARVELL TECHNOLOGY	P	2023-10-13	2023-12-29
	MCKESSON CORP	P	2022-05-10	2023-01-12
	MCKESSON CORP	P	2022-04-18	2023-02-28
	MCKESSON CORP	P	2022-04-18	2023-03-08
	MCKESSON CORP	P	2022-04-25	2023-03-08
	MCKESSON CORP	P	2023-10-13	2023-11-15
	MERCADOLIBRE INC	P	2023-01-17	2023-10-12
	MICROSOFT CORP	P	2022-07-27	2023-01-04
	MICRON TECHNOLOGY	P	2023-11-10	2023-11-28
	MOBILEYE GLOBAL INC	P	2023-06-08	2023-12-13
	MOBILEYE GLOBAL INC	P	2023-10-13	2023-12-13
	MOBILEYE GLOBAL INC	P	2023-10-13	2023-12-15
	MODERNA INC	P	2022-12-19	2023-02-08
	MONGODB INC	P	2023-11-07	2023-12-07
	NATERA INC	P	2022-08-15	2023-07-14
	NETFLIX INC	P	2023-01-20	2023-08-17
	NETFLIX INC	P	2023-07-24	2023-08-17
	NETFLIX INC	P	2023-01-20	2023-10-13
	NETFLIX INC	P	2023-10-19	2023-12-12
	NETFLIX INC	P	2023-10-13	2023-12-18
	NETFLIX INC	P	2023-10-19	2023-12-18
	NEXTERA ENERGY	P	2022-09-02	2023-01-23
	NEXTERA ENERGY	P	2022-04-12	2023-01-30
	NEXTERA ENERGY	P	2022-09-20	2023-01-30
	NEXTERA ENERGY	P	2022-04-12	2023-02-01
	NEXTERA ENERGY	P	2022-06-30	2023-02-01
	NIKE INC	P	2023-01-03	2023-06-30
	NIKE INC	P	2023-01-11	2023-06-30
	NIKE INC	P	2023-01-26	2023-06-30
	NIKE INC	P	2023-04-13	2023-06-30
	NVIDIA CORP	P	2022-12-01	2023-01-11
	NVIDIA CORP	P	2023-03-15	2023-04-13
	NVIDIA CORP	P	2023-10-13	2023-12-26
	OLD DOMINION FREIGHT	P	2023-06-30	2023-07-26
	ON SEMICONDUCTOR CORP	P	2023-05-15	2023-07-26
	ON SEMICONDUCTOR CORP	P	2023-02-02	2023-09-19
	ORACLE CORP	P	2022-12-29	2023-04-14
	ORACLE CORP	P	2023-01-11	2023-04-14
	ORACLE CORP	P	2022-12-29	2023-09-14
	ORACLE CORP	P	2023-05-25	2023-09-14
	ORACLE CORP	P	2022-11-10	2023-10-09
	ORACLE CORP	P	2022-12-29	2023-10-09
	ORACLE CORP	P	2022-11-10	2023-11-03
	ORACLE CORP	P	2023-10-13	2023-11-03
	PALO ALTO NETWORKS	P	2022-05-10	2023-01-11
	PALO ALTO NETWORKS	P	2022-11-11	2023-01-11
	PALO ALTO NETWORKS	P	2022-05-10	2023-01-25
	PALO ALTO NETWORKS	P	2023-02-27	2023-05-23
	PALO ALTO NETWORKS	P	2023-02-27	2023-07-27
	PALO ALTO NETWORKS	P	2023-08-21	2023-11-02
	PALO ALTO NETWORKS	P	2023-10-13	2023-11-02
	PAYPAL HLDGS INC	P	2023-01-04	2023-03-07
	PAYPAL HLDGS INC	P	2022-11-04	2023-06-13
	PAYPAL HLDGS INC	P	2023-01-04	2023-06-13
	PDD HOLDINGS	P	2022-12-30	2023-02-01
	PDD HOLDINGS	P	2022-12-30	2023-02-03
	PIONEER NATURAL RES	P	2022-04-29	2023-02-27
	PIONEER NATURAL RES	P	2023-04-14	2023-10-11
	PIONEER NATURAL RES	P	2023-10-13	2023-12-13
	PROGRESSIVE CORP	P	2023-03-03	2023-05-22
	PROGRESSIVE CORP	P	2023-03-13	2023-05-22
	PROMETHEUS BIOSCI INC	P	2022-12-09	2023-06-20
	PROMETHEUS BIOSCI INC	P	2022-12-16	2023-06-20
	REATA PHARMS INC	P	2022-10-17	2023-02-27
	REATA PHARMS INC	P	2023-06-16	2023-09-27
	REGENERON PHARMACEUTICAL	P	2023-04-03	2023-05-04
	ROBLOX CORP	P	2023-04-12	2023-04-28
	S&P GLOBAL INC	P	2022-12-01	2023-10-25
	S&P GLOBAL INC	P	2023-10-13	2023-10-25
	SBA COMMNS CORP	P	2023-01-12	2023-01-31
	SBA COMMNS CORP	P	2022-10-19	2023-02-13
	SBA COMMNS CORP	P	2022-11-25	2023-02-13
	SBA COMMNS CORP	P	2022-10-19	2023-02-15
	SALESFORCE INC	P	2023-05-31	2023-07-31
	SALESFORCE INC	P	2023-03-02	2023-08-03
	SALESFORCE INC	P	2023-03-02	2023-08-04
	SCHLUMBERGER LTD	P	2023-01-10	2023-06-01
	SCHLUMBERGER LTD	P	2023-02-13	2023-06-01
	SCHLUMBERGER LTD	P	2023-09-07	2023-11-06
	SCHLUMBERGER LTD	P	2023-10-13	2023-11-06
	SCHWAB CHARLES CORP	P	2023-03-15	2023-03-31
	SERVICENOW INC	P	2023-06-01	2023-02-27
	SERVICENOW INC	P	2023-01-17	2023-03-13
	SHERWIN WILLIAMS CO	P	2022-08-10	2023-01-26
	SHOPIFY INC	P	2023-01-25	2023-03-14
	SNOWFLAKE INC	P	2022-11-11	2023-01-25
	SNOWFLAKE INC	P	2022-12-01	2023-01-25
	SNOWFLAKE INC	P	2022-12-01	2023-02-23
	SNOWFLAKE INC	P	2022-12-01	2023-03-15
	SNOWFLAKE INC	P	2023-07-19	2023-07-26
	SOLAREDGE TECHS INC	P	2023-01-18	2023-01-30
	SOLAREDGE TECHS INC	P	2022-12-07	2023-02-21
	SOLAREDGE TECHS INC	P	2022-05-26	2023-03-06
	SOLAREDGE TECHS INC	P	2022-12-07	2023-03-06
	SOLAREDGE TECHS INC	P	2022-05-26	2023-03-10
	STARBUCKS CORP	P	2022-09-15	2023-02-17
	STARBUCKS CORP	P	2022-09-15	2023-03-01
	STARBUCKS CORP	P	2022-11-01	2023-03-01
	TJX COS INC	P	2022-11-10	2023-05-02
	TJX COS INC	P	2022-12-29	2023-05-02
	TJX COS INC	P	2022-11-10	2023-05-18
	TAIWAN SEMICON MFG CO	P	2023-01-26	2023-02-13
	TAIWAN SEMICON MFG CO	P	2023-01-27	2023-02-13
	TAIWAN SEMICON MFG CO	P	2023-01-26	2023-11-24
	TAIWAN SEMICON MFG CO	P	2023-05-25	2023-11-24
	TAIWAN SEMICON MFG CO	P	2023-07-24	2023-11-24
	TESLA INC	P	2023-09-11	2023-10-06
	TESLA INC	P	2023-09-11	2023-10-19
	TESLA INC	P	2023-10-13	2023-10-30
	TRADE DESK INC	P	2022-06-14	2023-03-23
	TRADE DESK INC	P	2023-02-17	2023-03-23
	TRADE DESK INC	P	2023-05-15	2023-07-19
	TRADE DESK INC	P	2023-10-13	2023-11-14
	TRADE DESK INC	P	2023-10-13	2023-12-22
	TOAST INC	P	2023-05-08	2023-10-26
	TOAST INC	P	2023-05-16	2023-10-26
	TOAST INC	P	2023-10-13	2023-10-26
	TOAST INC	P	2023-10-13	2023-10-31
	TRANSDIGM GROUP INC	P	2022-09-01	2023-08-08
	TRIP COM GROUP LTD	P	2023-02-10	2023-06-08
	TRIP COM GROUP LTD	P	2023-07-14	2023-09-21
	TRIP COM GROUP LTD	P	2023-01-03	2023-10-26
	TRIP COM GROUP LTD	P	2023-02-10	2023-10-26
	TRIP COM GROUP LTD	P	2023-06-30	2023-10-26
	TRIP COM GROUP LTD	P	2023-07-14	2023-10-26
	TRIP COM GROUP LTD	P	2022-12-28	2023-11-01
	TRIP COM GROUP LTD	P	2023-06-30	2023-11-01
	TRIP COM GROUP LTD	P	2023-10-13	2023-11-01
	TRIP COM GROUP LTD	P	2023-10-13	2023-11-21
	UNITED THERAPUTICS CORP	P	2022-12-12	2023-03-15
	UNITED HEALTH GROUP INC	P	2022-02-23	2023-01-18
	UNITED HEALTH GROUP INC	P	2023-06-06	2023-07-03
	VAIL RESORTS INC	P	2023-01-04	2023-02-17
	VAIL RESORTS INC	P	2022-03-10	2023-03-07
	VAIL RESORTS INC	P	2023-01-04	2023-03-07
	VERTEX PHARMS INC	P	2022-02-02	2023-01-20
	VERTEX PHARMS INC	P	2022-05-02	2023-01-20
	VISA INC	P	2023-01-27	2023-07-24
	WABTEC	P	2022-11-08	2023-07-24
	WASTE MANAGEMENT INC	P	2023-04-04	2023-07-27
	WORKDAY INC	P	2023-02-02	2023-04-13
	WORKDAY INC	P	2023-01-20	2023-04-21
	YUM CHINA HLDGS INC	P	2023-01-23	2023-06-30
	YUM CHINA HLDGS INC	P	2023-01-26	2023-06-30
	EATON CORP PLC	P	2023-05-15	2023-10-10
	ABBVIE INC	P	2022-01-13	2023-02-02
	ABBVIE INC	P	2021-12-17	2023-06-06
	ABBVIE INC	P	2021-12-14	2023-06-08
	ABBVIE INC	P	2021-12-17	2023-06-08
	ABBVIE INC	P	2021-12-14	2023-06-12
	ABBVIE INC	P	2021-12-14	2023-06-15
	ADVANCED MICRO DEVICES	P	2021-07-22	2023-01-06
	ADVANCED MICRO DEVICES	P	2021-07-22	2023-04-28
	ADVANCED MICRO DEVICES	P	2021-07-22	2023-10-12
	ALBEMARLE CORP	P	2022-01-11	2023-10-13
	ALBEMARLE CORP	P	2022-05-31	2023-10-13
	ALPHABET INC	P	2020-09-24	2023-01-17
	ALPHABET INC	P	2020-09-24	2023-02-09
	AMAZON.COM INC	P	2020-09-24	2023-01-24
	AMAZON.COM INC	P	2020-09-24	2023-02-08
	CADENCE DESIGN SYS INC	P	2021-02-19	2023-01-04
	CADENCE DESIGN SYS INC	P	2021-08-02	2023-01-04
	CHENIERE ENERGY INC	P	2022-04-21	2023-07-24
	COLUMBIA CONTRA	P	2016-12-19	2023-10-13
	COLUMBIA CONTRA	P	2017-12-04	2023-10-13
	COLUMBIA CONTRA	P	2017-12-12	2023-10-13
	COLUMBIA CONTRA	P	2017-12-12	2023-10-13
	COLUMBIA CONTRA	P	2017-12-12	2023-10-13
	COLUMBIA CONTRA	P	2018-12-11	2023-10-13
	COLUMBIA CONTRA	P	2018-12-11	2023-10-13
	COLUMBIA CONTRA	P	2018-12-11	2023-10-13
	COLUMBIA CONTRA	P	2019-06-18	2023-10-13
	COLUMBIA CONTRA	P	2019-12-11	2023-10-13
	COLUMBIA CONTRA	P	2019-12-11	2023-10-13
	COLUMBIA CONTRA	P	2019-12-11	2023-10-13
	COLUMBIA CONTRA	P	2019-12-17	2023-10-13
	COLUMBIA CONTRA	P	2020-12-10	2023-10-13
	COLUMBIA CONTRA	P	2020-12-10	2023-10-13
	COLUMBIA CONTRA	P	2021-12-10	2023-10-13
	COLUMBIA CONTRA	P	2021-12-10	2023-10-13
	COLUMBIA CONTRA	P	2021-12-10	2023-10-13
	DANAHER CORP	P	2020-09-24	2023-01-04
	DANAHER CORP	P	2020-09-24	2023-02-14
	DANAHER CORP	P	2020-09-24	2023-04-20
	DATADOG INC	P	2022-02-10	2023-04-03
	DATADOG INC	P	2022-03-18	2023-04-03
	DATADOG INC	P	2022-05-05	2023-05-31
	DATADOG INC	P	2022-05-05	2023-09-28
	EV TAX MGD GRW	P	2016-07-11	2023-10-13
	INTUIT INC	P	2022-01-24	2023-04-25
	INTUIT INC	P	2022-03-11	2023-04-25
	INTUIT INC	P	2020-11-16	2023-05-10
	INTUIT INC	P	2022-03-11	2023-05-10
	INTUIT INC	P	2020-09-24	2023-06-12
	LAS VEGAS SANDS	P	2022-07-20	2023-09-07
	LAS VEGAS SANDS	P	2022-07-20	2023-10-02
	LIVE NATION ENTMNT	P	2021-05-17	2023-01-31
	LIVE NATION ENTMNT	P	2021-05-17	2023-02-10
	LIVE NATION ENTMNT	P	2021-05-11	2023-07-31
	LIVE NATION ENTMNT	P	2022-06-30	2023-07-31
	LIVE NATION ENTMNT	P	2020-12-22	2023-08-01
	LIVE NATION ENTMNT	P	2021-05-11	2023-08-01
	MGM RESORTS INTL	P	2021-04-14	2023-03-13
	MGM RESORTS INTL	P	2021-04-14	2023-06-08
	MGM RESORTS INTL	P	2021-04-21	2023-06-08
	MGM RESORTS INTL	P	2022-05-03	2023-06-08
	MGM RESORTS INTL	P	2022-05-03	2023-08-09
	MGM RESORTS INTL	P	2021-03-12	2023-10-19
	MGM RESORTS INTL	P	2022-05-03	2023-10-19
	MICROSOFT CORP	P	2021-03-31	2023-01-04
	MICROSOFT CORP	P	2021-01-21	2023-01-17
	MICROSOFT CORP	P	2020-09-24	2023-01-20
	NATERA INC	P	2021-07-29	2023-07-14
	NETFLIX INC	P	2022-08-16	2023-10-13
	PAYPAL HLDGS INC	P	2020-09-24	2023-01-23
	PAYPAL HLDGS INC	P	2020-09-24	2023-03-07
	PIONEER NATURAL RES	P	2022-01-19	2023-02-27
	PIONEER NATURAL RES	P	2022-01-06	2023-12-13
	PIONEER NATURAL RES	P	2022-01-19	2023-12-13
	SHAKE SHACK INC	P	2022-01-12	2023-02-17
	SHAKE SHACK INC	P	2021-12-01	2023-02-24
	SIGNATURE BANK NEW YORK	P	2021-02-09	2023-03-10
	SIGNATURE BANK NEW YORK	P	2021-03-04	2023-03-10
	TESLA INC	P	2020-10-22	2023-01-24
	TRADE DESK INC	P	2022-06-14	2023-12-22
	TRADE DESK INC	P	2022-07-11	2023-12-22
	UBER TECHNOLOGIES INC	P	2021-12-16	2023-05-15
	UBER TECHNOLOGIES INC	P	2022-02-10	2023-05-15
	UBER TECHNOLOGIES INC	P	2020-11-02	2023-05-25
	UBER TECHNOLOGIES INC	P	2021-12-16	2023-05-25
	UNITED HEALTH GROUP INC	P	2021-11-24	2023-07-03
	VAIL RESORTS INC	P	2021-09-23	2023-02-14
	VAIL RESORTS INC	P	2021-10-01	2023-02-14
	VAIL RESORTS INC	P	2021-09-23	2023-02-17
	VAIL RESORTS INC	P	2022-03-10	2023-03-13
	VERALTO CORP	P	2020-09-24	2023-10-11
	VERTEX PHARMS INC	P	2022-02-02	2023-03-08
	CAPRI HOLDINGS LTD	P	2021-04-19	2023-02-13
	CAPRI HOLDINGS LTD	P	2021-05-03	2023-02-13
	EATON CORP PLC	P	2021-12-06	2023-02-08
	EATON CORP PLC	P	2021-12-13	2023-02-08
	EATON CORP PLC	P	2021-11-03	2023-03-17
	EATON CORP PLC	P	2021-12-06	2021-12-06
	EATON CORP PLC	P	2021-11-03	2023-04-04
	EATON CORP PLC	P	2021-07-01	2023-04-06
	EATON CORP PLC	P	2021-03-04	2023-04-12
	EATON CORP PLC	P	2021-07-01	2023-04-12
	CAPITAL GAINS DIVIDENDS	P

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	434	484	-50
b	434	465	-31
c	328	341	-13
d	334	377	-43
e	391	340	51
	108	110	-2
	564	602	-38
	512	596	-84
	512	572	-60
	329	485	-156
	165	165	0
	1,080	1,324	-244
	609	686	-77
	87	96	-9
	184	192	-8
	246	213	33
	1,909	1,945	-36
	1,511	1,381	130
	863	795	68
	373	520	-147
	283	390	-107
	141	200	-59
	193	193	0
	660	667	-7
	461	441	20
	386	416	-30
	258	271	-13
	386	434	-48
	63	68	-5
	1,322	1,409	-87
	7	8	-1
	4	4	0
	524	563	-39
	558	534	24
	279	269	10
	279	312	-33
	416	418	-2
	441	488	-47
	259	427	-168
	380	506	-126
	379	493	-114
	426	416	10
	13,064	11,936	1,128
	496	481	15
	496	495	1
	70	114	-44
	283	343	-60
	178	179	-1
	273	223	50
	273	268	5
	385	431	-46
	409	431	-22
	748	876	-128
	227	207	20
	1,057	1,001	56
	500	554	-54
	63	78	-15
	56	69	-13
	504	615	-111
	424	468	-44
	539	635	-96
	306	289	17
	523	715	-192
	542	584	-42
	271	342	-71
	391	371	20
	517	447	70
	91	80	11
	1,086	884	202
	1,433	1,112	321
	355	261	94
	853	684	169
	362	402	-40
	527	413	114
	174	138	36
	349	264	85
	201	132	69
	402	417	-15
	560	385	175
	187	132	55
	458	467	-9
	594	701	-107
	178	170	8
	145	141	4
	1,003	1,125	-122
	437	423	14
	292	262	30
	583	625	-42
	292	321	-29
	484	504	-20
	973	999	-26
	496	499	-3
	1,015	977	38
	467	550	-83
	557	542	15
	734	706	28
	147	138	9
	147	157	-10
	577	530	47
	288	276	12
	400	482	-82
	237	227	10
	355	380	-25
	110	98	12
	220	227	-7
	424	391	33
	353	339	14
	10	10	0
	6	5	1
	326	333	-7
	326	331	-5
	317	331	-14
	671	618	53
	335	326	9
	283	455	-172
	212	273	-61
	283	379	-96
	239	273	-34
	386	415	-29
	653	633	20
	653	658	-5
	829	844	-15
	457	375	82
	387	547	-160
	193	239	-46
	1,816	1,603	213
	763	663	100
	350	328	22
	337	328	9
	337	315	22
	1,337	1,374	-37
	1,219	1,068	151
	458	529	-71
	1,053	1,059	-6
	823	868	-45
	157	140	17
	915	773	142
	331	382	-51
	1,553	1,488	65
	198	221	-23
	411	338	73
	411	424	-13
	354	338	16
	1,384	1,204	180
	970	708	262
	485	401	84
	381	429	-48
	226	252	-26
	528	597	-69
	368	420	-52
	442	467	-25
	441	476	-35
	441	511	-70
	551	637	-86
	331	379	-48
	635	687	-52
	268	238	30
	2,961	2,772	189
	418	369	49
	496	411	85
	842	739	103
	95	82	13
	380	352	28
	114	82	32
	572	514	58
	110	77	33
	220	163	57
	543	386	157
	652	651	1
	136	163	-27
	408	495	-87
	750	816	-66
	574	572	2
	490	381	109
	502	484	18
	1,004	1,040	-36
	75	78	-3
	446	513	-67
	255	313	-58
	306	244	62
	575	487	88
	201	235	-34
	479	460	19
	881	986	-105
	407	435	-28
	272	281	-9
	1,200	670	530
	800	442	358
	503	597	-94
	863	470	393
	1,519	1,649	-130
	318	413	-95
	698	727	-29
	349	363	-14
	589	613	-24
	292	254	38
	292	297	-5
	287	253	34
	448	441	7
	433	374	59
	434	374	60
	226	280	-54
	316	399	-83
	451	489	-38
	451	474	-23
	365	412	-47
	864	953	-89
	418	417	1
	682	734	-52
	435	466	-31
	566	643	-77
	142	152	-10
	449	455	-6
	411	455	-44
	510	558	-48
	303	317	-14
	591	616	-25
	333	269	64
	333	308	25
	302	269	33
	428	370	58
	101	92	9
	607	522	85
	155	147	8
	310	319	-9
	316	294	22
	96	93	3
	480	469	11
	488	466	22
	683	707	-24
	293	293	0
	260	271	-11
	873	1,085	-212
	1,175	1,524	-349
	182	138	44
	182	182	0
	437	320	117
	1,152	1,396	-244
	514	575	-61
	422	506	-84
	292	339	-47
	98	105	-7
	771	843	-72
	889	599	290
	392	406	-14
	353	371	-18
	490	495	-5
	70	74	-4
	350	351	-1
	35	37	-2
	434	454	-20
	67	70	-3
	333	333	0
	1,372	1,400	-28
	434	558	-124
	959	924	35
	955	971	-16
	244	248	-4
	236	244	-8
	236	248	-12
	307	251	56
	307	258	49
	241	232	9
	113	98	15
	979	976	3
	391	385	6
	574	519	55
	452	484	-32
	283	309	-26
	428	340	88
	145	134	11
	678	654	24
	276	255	21
	138	131	7
	548	510	38
	409	383	26
	499	725	-226
	531	544	-13
	433	362	71
	494	718	-224
	329	522	-193
	369	287	82
	567	431	136
	389	610	-221
	400	610	-210
	160	141	19
	160	147	13
	159	139	20
	47,910	43,776	4,134
	10,297	9,409	888
	170	156	14
	421	385	36
	2,720	2,485	235
	18	16	2
	608	555	53
	5,136	4,693	443
	16,378	14,964	1,414
	202	185	17
	738	674	64
	3,989	3,645	344
	15,831	14,465	1,366
	602	550	52
	7,477	6,832	645
	268	245	23
	1,879	1,717	162
	13,397	12,241	1,156
	534	409	125
	515	409	106
	498	409	89
	70	176	-106
	280	589	-309
	188	224	-36
	267	336	-69
	86,550	41,456	45,094
	423	515	-92
	423	447	-24
	429	357	72
	429	447	-18
	444	309	135
	50	37	13
	591	479	112
	159	167	-8
	385	418	-33
	524	494	30
	87	83	4
	609	507	102
	87	82	5
	461	453	8
	165	165	0
	865	862	3
	412	408	4
	412	367	45
	648	703	-55
	36	41	-5
	229	235	-6
	719	677	42
	478	410	68
	346	790	-444
	707	496	211
	476	1,105	-629
	300	737	-437
	403	435	-32
	660	593	67
	220	218	2
	435	606	-171
	559	723	-164
	276	840	-564
	69	215	-146
	287	288	-1
	514	322	192
	881	527	354
	230	228	2
	230	230	0
	150	139	11
	226	228	-2
	477	450	27
	254	328	-74
	254	349	-95
	244	328	-84
	218	244	-26
	225	214	11
	285	251	34
	817	843	-26
	153	174	-21
	338	339	-1
	338	339	-1
	160	168	-8
	320	339	-19
	655	673	-18
	470	450	20
	163	133	30
	163	150	13
	15,588		15,588

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			-50
b			-31
c			-13
d			-43
e			51
			-2
			-38
			-84
			-60
			-156
			0
			-244
			-77
			-9
			-8
			33
			-36
			130
			68
			-147
			-107
			-59
			0
			-7
			20
			-30
			-13
			-48
			-5
			-87
			-1
			0
			-39
			24
			10
			-33
			-2
			-47
			-168
			-126
			-114
			10
			1,128
			15
			1
			-44
			-60
			-1
			50
			5
			-46
			-22
			-128
			20
			56
			-54
			-15
			-13
			-111
			-44
			-96
			17
			-192
			-42
			-71
			20
			70
			11
			202
			321
			94
			169
			-40
			114
			36
			85
			69
			-15
			175
			55
			-9
			-107
			8
			4
			-122
			14
			30
			-42
			-29
			-20
			-26
			-3
			38
			-83
			15
			28
			9
			-10
			47
			12
			-82
			10
			-25
			12
			-7
			33
			14
			0
			1
			-7
			-5
			-14
			53
			9
			-172
			-61
			-96
			-34
			-29
			20
			-5
			-15
			82
			-160
			-46
			213
			100
			22
			9
			22
			-37
			151
			-71
			-6
			-45
			17
			142
			-51
			65
			-23
			73
			-13
			16
			180
			262
			84
			-48
			-26
			-69
			-52
			-25
			-35
			-70
			-86
			-48
			-52
			30
			189
			49
			85
			103
			13
			28
			32
			58
			33
			57
			157
			1
			-27
			-87
			-66
			2
			109
			18
			-36
			-3
			-67
			-58
			62
			88
			-34
			19
			-105
			-28
			-9
			530
			358
			-94
			393
			-130
			-95
			-29
			-14
			-24
			38
			-5
			34
			7
			59
			60
			-54
			-83
			-38
			-23
			-47
			-89
			1
			-52
			-31
			-77
			-10
			-6
			-44
			-48
			-14
			-25
			64
			25
			33
			58
			9
			85
			8
			-9
			22
			3
			11
			22
			-24
			0
			-11
			-212
			-349
			44
			0
			117
			-244
			-61
			-84
			-47
			-7
			-72
			290
			-14
			-18
			-5
			-4
			-1
			-2
			-20
			-3
			0
			-28
			-124
			35
			-16
			-4
			-8
			-12
			56
			49
			9
			15
			3
			6
			55
			-32
			-26
			88
			11
			24
			21
			7
			38
			26
			-226
			-13
			71
			-224
			-193
			82
			136
			-221
			-210
			19
			13
			20
			4,134
			888
			14
			36
			235
			2
			53
			443
			1,414
			17
			64
			344
			1,366
			52
			645
			23
			162
			1,156
			125
			106
			89
			-106
			-309
			-36
			-69
			45,094
			-92
			-24
			72
			-18
			135
			13
			112
			-8
			-33
			30
			4
			102
			5
			8
			0
			3
			4
			45
			-55
			-5
			-6
			42
			68
			-444
			211
			-629
			-437
			-32
			67
			2
			-171
			-164
			-564
			-146
			-1
			192
			354
			2
			0
			11
			-2
			27
			-74
			-95
			-84
			-26
			11
			34
			-26
			-21
			-1
			-1
			-8
			-19
			-18
			20
			30
			13
			15,588

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	70,065
3	Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
	If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0- in Part I, line 8 ...................		3

Part V

Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)

1a	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	964
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	964
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	964
6	Credits/Payments:

a	2023 estimated tax payments and 2022 overpayment credited to 2023	6a	2,288
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	2,288
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8	0
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	1,324
11	Enter the amount of line 10 to be: Credited to 2024 estimated tax1,324	Refunded	11	0

Form 990-PF (2023)

Page 4

Part VI-A

Statements Regarding Activities

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

Yes

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

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

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

If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials

published or distributed by the foundation in connection with the activities.

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

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

(1) On the foundation. right arrow

$ 0(2) On foundation managers. right arrow

$ 0

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

on foundation managers. right arrow

$ 0

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

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

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

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

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

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

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

If "Yes," attach the statement required by General Instruction T.

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

Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),

and Part XIV..................................

Yes

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

If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney

General (or designate) of each state as required by General Instruction G? If "No," attach explanation .

Yes

Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)

or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.

If "Yes," complete Part XIII .............................

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

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

At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the

meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............

Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had

advisory privileges? If "Yes," attach statement. See instructions.................

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

Yes

Website address right arrow

N/A

The books are in care of right arrow

DOMINIC SCARANO JR Telephone no. right arrow

(203) 481-1120

Located at right arrow

1224 MAIN STREETBRANFORDCT ZIP+4 right arrow

06405

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

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)

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

During the year did the foundation (either directly or indirectly):

(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........

1a(1)

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

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

1a(2)

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

1a(3)

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............

1a(4)

(5) Transfer any income or assets to a disqualified person (or make any of either available

for the benefit or use of a disqualified person)? ......................

1a(5)

(6) Agree to pay money or property to a government official? (Exception. Check "No"

if the foundation agreed to make a grant to or to employ the official for a period

after termination of government service, if terminating within 90 days.) ...............

1a(6)

If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations

section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........

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

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

Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private

operating foundation defined in section 4942(j)(3) or 4942(j)(5)):

At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d

and 6e) for tax year(s) beginning before 2023?....................

If "Yes," list the years right arrow

20, 20, 20, 20

Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)

(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)

to all years listed, answer "No" and attach statement—see instructions.) ..............

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

20, 20, 20, 20

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

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

If "Yes," did it have excess business holdings in 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.) .....................

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

Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its

charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..

Form 990-PF (2023)

Page 6

Part VI-B

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

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

Yes

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

5a(1)

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive? ....................

5a(2)

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

5a(3)

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

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

5a(4)

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals? .............

5a(5)

If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in

Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........

Organizations relying on a current notice regarding disaster assistance check ......... right arrow

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

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

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

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

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

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

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

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

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

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

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

Part VII

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

1 List all officers, directors, trustees, foundation managers and their compensation. See instructions

(a) Name and address	(b) Title, and average hours per week devoted to position	(c) Compensation (If not paid, enter -0-)	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
R EUGENE TORRENTI	DIRECTOR 0.00	0	0	0
2805 WHITNEY AVENUE HAMDEN,CT06518	DIRECTOR 0.00	0	0	0
CHRISTOPHER COPPOLA III	DIRECTOR 0.00	0	0	0
66 HERITAGE DRIVE BERLIN,CT06037	DIRECTOR 0.00	0	0	0
DOMINIC SCARANO JR	DIRECTOR 0.00	0	0	0
1224 MAIN STREET BRANFORD,CT06405	DIRECTOR 0.00	0	0	0

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...................				0

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


2


All other program-related investments. See instructions.
3

Total. Add lines 1 through 3......................... right arrow

Form 990-PF (2023)

Page 8

Part IX

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

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

purposes:

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

709,864

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

119,079

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

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

828,943

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

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

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

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

828,943

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

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

12,434

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

816,509

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

40,825

Part X

Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow

and do not complete this part.)

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

40,825

Tax on investment income for 2022 from Part V, line 5.......

964

Income tax for 2022. (This does not include the tax from Part V.) ...

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

964

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

39,861

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

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

39,861

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

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

39,861

Part XI

Qualifying Distributions (see instructions)

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

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

30,000

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

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

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

Amounts set aside for specific charitable projects that satisfy the:

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

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

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

30,000

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				39,861
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......			22,185
b Total for prior years:20 , 20, 20		0
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 ........	0
4Qualifying distributions for 2023 from Part
XI, line 4: $ 30,000
a Applied to 2022, but not more than line 2a			22,185
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 2023 distributable amount.....				7,815
e Remaining amount distributed out of corpus	0
5 Excess distributions carryover applied to 2023.	0			0
(If an amount appears in column (d), the same amount must be shown in column (a).)
6Enter the net total of each column as indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5	0
b Prior years’ undistributed income. Subtract line 4b from line 2b ..........		0
c Enter the amount of prior years’ undistributed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed......		0
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........		0
e Undistributed income for 2022. Subtract line 4a from line 2a. Taxable amount—see instructions .............			0
f Undistributed income for 2023. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2024 ..........				32,046
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 2018 not applied on line 5 or line 7 (see instructions) ...	0
9 Excess distributions carryover to 2024. Subtract lines 7 and 8 from line 6a ......	0
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)

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 4942(j)(3) or4942(j)(5)

2a Enter the lesser of the adjusted net income from Part I or the minimum investment return from Part IX for each year listed ..........	Tax year	Prior 3 years			(e) Total
	(a) 2023	(b) 2022	(c) 2021	(d) 2020	(e) Total

b 85% (0.85) of line 2a .........
c Qualifying distributions from Part XI, line 4 for each year listed .....
d Amounts included in line 2c not used directly for active conduct of exempt activities ..........
e Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c ....
3 Complete 3a, b, or c for the alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......
(2) Value of assets qualifying under section 4942(j)(3)(B)(i)
b “Endowment" alternative test— enter 2/3 of minimum investment return shown in Part IX, line 6 for each year listed ..
c “Support" alternative test—enter:
(1) Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) ....
(2) Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)....
(3) Largest amount of support from an exempt organization
(4) Gross investment income

Part XIV

Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)

1Information Regarding Foundation Managers:

aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)

bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.

2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:

Check here right arrow

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

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

R EUGENE TORRENTI
2805 WHITNEY AVENUE
HAMDEN,CT06518
(203) 281-7005

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

GENERAL WRITTEN REQUESTS

cAny submission deadlines:

NONE

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

NONE

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
SACRED HEART UNIVERSITY 5151 PARK AVENUE FAIRFILED,CT06825	NONE	PC	TO CONTINUE ONGOING PROGRAMS AND SERVICES	10,000
THE UNIVERSITY OF RHODE ISLAND FOUNDATION 79 UPPER COLLEGE ROAD KINGSTON,RI02881	NONE	PC	TO CONTINUE ONGOING PROGRAMS AND SERVICES	10,000
UCONN FOUNDATION 2390 ALUMNI DRIVE UNIT 3206 STORRS,CT06269	NONE	PC	TO CONTINUE ONGOING PROGRAMS AND SERVICES	10,000
Total ................................. 3a				30,000

bApproved for future payment

Total ................................. 3b				0

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	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments ....
3 Interest on savings and temporary cash investments ...........
4 Dividends and interest from securities ....			14	3,253
5 Net rental income or (loss) from real estate:
aDebt-financed property......
bNot debt-financed property.....
6 Net rental income or (loss) from personal property
7 Other investment income .....
8 Gain or (loss) from sales of assets other than inventory ............			18	70,065
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		73,318	0

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

73,318

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

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

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

Form 990-PF (2023)

Page 13

Part XVI

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

Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?

Yes

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

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

1a(1)

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

1a(2)

Other transactions:

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

1b(1)

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

1b(2)

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

1b(3)

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

1b(4)

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

1b(5)

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

1b(6)

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

If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

(a) Line No.	(b) Amount involved	(c) Name of noncharitable exempt organization	(d) Description of transfers, transactions, and sharing arrangements

Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........Yes No

If "Yes," complete the following schedule.

(a) Name of organization	(b) Type of organization	(c) Description of relationship

Sign Here

Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

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

Form 990-PF (2023)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
AMERIPRISE ONE #1133	AT COST	278,338	358,547
AMERIPRISE ONE #4133	AT COST	368,643	457,186