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
TAUCK FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)10 WESTPORT ROAD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WILTON, CT06897
A Employer identification number

27-0729341
B Telephone number (see instructions)

(203) 899-6915
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$27,115,786J 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) 112,167
2 Check right arrow.............
3 Interest on savings and temporary cash investments 67,981 7,030  
4 Dividends and interest from securities... 521,996 489,639  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -1,642,409
b Gross sales price for all assets on line 6a 16,501,961
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
6,993 6,993  
12 Total. Add lines 1 through 11........ -933,272 503,662  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 155,000 0   155,000
14 Other employee salaries and wages...... 55,000 0   55,000
15 Pension plans, employee benefits....... 26,458 0   26,458
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
2,373 0   2,373
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
7,000 0   7,000
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
150,217 98,767   51,450
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
31,446 14,871   16,575
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 16,689 0   16,689
22 Printing and publications.......... 31 0   31
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
30,908 0   30,908
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 475,122 113,638   361,484
25 Contributions, gifts, grants paid....... 793,394 793,394
26 Total expenses and disbursements. Add lines 24 and 25 1,268,516 113,638   1,154,878
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -2,201,788
b Net investment income (if negative, enter -0-) 390,024
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............. 55,970 95,738 95,738
2 Savings and temporary cash investments......... 292,243 143,443 143,443
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 arrow  
Less: allowance for doubtful accounts right arrow        
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)....... 16,206,238 Click to see attachment
List of Attached Documents:
// Content
15,857,643 		17,378,214
c Investments—corporate bonds (attach schedule)....... 8,502,138 Click to see attachment
List of Attached Documents:
// Content
6,051,169 		6,256,277
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).......... 2,602,740 Click to see attachment
List of Attached Documents:
// Content
3,290,332 		3,213,219
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
0 		Click to see attachment
List of Attached Documents:
// Content
28,895 		Click to see attachment
List of Attached Documents:
// Content
28,895
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 27,659,329 25,467,220 27,115,786
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)    
23 Total liabilities (add lines 17 through 22)......... 0 0
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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 27,659,329 25,467,220
29 Total net assets or fund balances (see instructions)..... 27,659,329 25,467,220
30 Total liabilities and net assets/fund balances (see instructions). 27,659,329 25,467,220
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
27,659,329
2
Enter amount from Part I, line 27a .....................
2
-2,201,788
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
9,679
4
Add lines 1, 2, and 3 ..........................
4
25,467,220
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
25,467,220
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 AB GLOBAL BOND FUND- ADV   2021-03-18 2023-07-21
b AB GLOBAL BOND FUND- ADV   2022-07-05 2023-09-27
c AB GLOBAL BOND FUND- ADV   2022-08-02 2023-09-27
d AB GLOBAL BOND FUND- ADV   2021-12-07 2023-09-27
e AB GLOBAL BOND FUND- ADV   2022-10-04 2023-09-27
AB GLOBAL BOND FUND- ADV   2022-11-02 2023-09-27
AB GLOBAL BOND FUND- ADV   2022-12-02 2023-09-27
AB GLOBAL BOND FUND- ADV   2022-09-02 2023-09-27
AB GLOBAL BOND FUND- ADV   2022-06-02 2023-09-27
AB GLOBAL BOND FUND- ADV   2023-01-04 2023-09-27
AB GLOBAL BOND FUND- ADV   2022-04-04 2023-09-27
AB GLOBAL BOND FUND- ADV   2023-07-05 2023-09-27
AB GLOBAL BOND FUND- ADV   2023-08-02 2023-09-27
AB GLOBAL BOND FUND- ADV   2023-04-04 2023-09-27
AB GLOBAL BOND FUND- ADV   2023-03-02 2023-09-27
AB GLOBAL BOND FUND- ADV   2023-02-02 2023-09-27
AB GLOBAL BOND FUND- ADV   2023-06-02 2023-09-27
AB GLOBAL BOND FUND- ADV   2022-12-06 2023-09-27
AB GLOBAL BOND FUND- ADV   2022-05-03 2023-09-27
AB GLOBAL BOND FUND- ADV   2021-03-22 2023-09-27
AB GLOBAL BOND FUND- ADV   2022-02-02 2023-09-27
AB GLOBAL BOND FUND- ADV   2022-03-02 2023-09-27
AB GLOBAL BOND FUND- ADV   2021-04-05 2023-09-27
AB GLOBAL BOND FUND- ADV   2021-04-26 2023-09-27
AB GLOBAL BOND FUND- ADV   2021-05-04 2023-09-27
AB GLOBAL BOND FUND- ADV   2021-06-02 2023-09-27
AB GLOBAL BOND FUND- ADV   2021-07-02 2023-09-27
AB GLOBAL BOND FUND- ADV   2021-03-19 2023-09-27
AB GLOBAL BOND FUND- ADV   2021-09-02 2023-09-27
AB GLOBAL BOND FUND- ADV   2021-08-03 2023-09-27
AB GLOBAL BOND FUND- ADV   2021-11-02 2023-09-27
AB GLOBAL BOND FUND- ADV   2021-12-02 2023-09-27
AB GLOBAL BOND FUND- ADV   2022-01-04 2023-09-27
AB GLOBAL BOND FUND- ADV   2023-09-05 2023-09-27
AB GLOBAL BOND FUND- ADV   2023-05-02 2023-09-27
AB GLOBAL BOND FUND- ADV   2021-03-18 2023-01-18
AB GLOBAL BOND FUND- ADV   2021-10-04 2023-09-27
AB GLOBAL BOND FUND- ADV   2021-03-18 2023-09-27
AB GLOBAL BOND FUND- ADV   2021-11-01 2023-09-27
AB GLOBAL CORE EQUITY-AD   2021-03-18 2023-03-31
AB GLOBAL CORE EQUITY-AD   2021-03-18 2023-04-25
AB GLOBAL CORE EQUITY-AD   2021-03-18 2023-02-28
AB GLOBAL CORE EQUITY-AD   2021-03-18 2023-10-17
AB IMPACT MUNI INC   2021-03-30 2023-09-27
AB IMPACT MUNI INC   2021-03-31 2023-09-27
AB IMPACT MUNI INC   2021-03-29 2023-09-27
AB IMPACT MUNI INC   2021-03-25 2023-09-27
AB IMPACT MUNI INC   2021-04-01 2023-09-27
AB IMPACT MUNI INC   2021-04-08 2023-09-27
AB IMPACT MUNI INC   2021-03-24 2023-09-27
AB IMPACT MUNI INC   2021-03-26 2023-09-27
ABBOTT LABORATORIES   2021-11-02 2023-11-24
ABBOTT LABORATORIES   2022-05-04 2023-11-24
ABBOTT LABORATORIES   2021-10-11 2023-11-07
ABBOTT LABORATORIES   2021-03-18 2023-06-20
ABBOTT LABORATORIES   2021-03-18 2023-11-07
ABBOTT LABORATORIES   2021-11-02 2023-11-07
ABBOTT LABORATORIES   2021-09-15 2023-11-07
ALPHABET INC-CL C   2015-06-29 2023-11-24
ALPHABET INC-CL C   2015-06-29 2023-07-19
ALPHABET INC-CL C   2015-06-24 2023-05-31
ALPHABET INC-CL C   2015-06-24 2023-07-19
AMAZON.COM INC   2015-01-14 2023-04-28
AMAZON.COM INC   2015-01-14 2023-12-22
AMAZON.COM INC   2015-01-14 2023-07-19
AMAZON.COM INC   2015-01-14 2023-02-22
AMAZON.COM INC   2015-01-14 2023-01-12
AMAZON.COM INC   2015-01-14 2023-11-24
APPLE INC   2010-03-08 2023-12-22
APPLE INC   2017-02-09 2023-09-25
APPLE INC   2017-02-09 2023-08-08
APPLE INC   2017-02-09 2023-06-30
APPLE INC   2017-02-09 2023-11-24
APPLE INC   2017-02-09 2023-05-01
APPLE INC   2017-02-09 2023-10-26
APPLE INC   2017-02-09 2023-01-26
ARES MANAGEMENT CORP - A   2021-03-18 2023-03-14
ARES MANAGEMENT CORP - A   2021-11-02 2023-11-20
ARES MANAGEMENT CORP - A   2021-03-18 2023-11-20
ARES MANAGEMENT CORP - A   2021-03-18 2023-06-20
ASML HOLDING NV-NY REG SHS   2021-03-18 2023-02-14
ASML HOLDING NV-NY REG SHS   2021-03-18 2023-01-25
BALTIMORE MD PROJ REVENUE DUE 07/01/2036 5.000%   2022-08-25 2023-09-28
BERNSTEIN INTERMEDIATE DURATION PORTFOLIO   2023-01-20 2023-09-27
BERNSTEIN INTERMEDIATE DURATION PORTFOLIO   2023-09-20 2023-09-27
BERNSTEIN INTERMEDIATE DURATION PORTFOLIO   2023-08-18 2023-09-27
BERNSTEIN INTERMEDIATE DURATION PORTFOLIO   2023-06-20 2023-09-27
BERNSTEIN INTERMEDIATE DURATION PORTFOLIO   2023-05-19 2023-09-27
BERNSTEIN INTERMEDIATE DURATION PORTFOLIO   2021-07-20 2023-09-27
BERNSTEIN INTERMEDIATE DURATION PORTFOLIO   2021-12-31 2023-09-27
BERNSTEIN INTERMEDIATE DURATION PORTFOLIO   2021-12-15 2023-09-27
BERNSTEIN INTERMEDIATE DURATION PORTFOLIO   2021-03-18 2023-09-27
BERNSTEIN INTERMEDIATE DURATION PORTFOLIO   2021-10-20 2023-09-27
BERNSTEIN INTERMEDIATE DURATION PORTFOLIO   2021-09-20 2023-09-27
BERNSTEIN INTERMEDIATE DURATION PORTFOLIO   2021-08-20 2023-09-27
BERNSTEIN INTERMEDIATE DURATION PORTFOLIO   2022-01-20 2023-09-27
BERNSTEIN INTERMEDIATE DURATION PORTFOLIO   2021-06-18 2023-09-27
BERNSTEIN INTERMEDIATE DURATION PORTFOLIO   2021-06-08 2023-09-27
BERNSTEIN INTERMEDIATE DURATION PORTFOLIO   2021-05-20 2023-09-27
BERNSTEIN INTERMEDIATE DURATION PORTFOLIO   2021-04-20 2023-09-27
BERNSTEIN INTERMEDIATE DURATION PORTFOLIO   2021-11-19 2023-09-27
BERNSTEIN INTERMEDIATE DURATION PORTFOLIO   2023-06-29 2023-09-27
BERNSTEIN INTERMEDIATE DURATION PORTFOLIO   2021-03-22 2023-09-27
BERNSTEIN INTERMEDIATE DURATION PORTFOLIO   2023-07-20 2023-09-27
BERNSTEIN INTERMEDIATE DURATION PORTFOLIO   2023-05-17 2023-09-27
BERNSTEIN INTERMEDIATE DURATION PORTFOLIO   2022-02-18 2023-09-27
BERNSTEIN INTERMEDIATE DURATION PORTFOLIO   2023-02-17 2023-09-27
BERNSTEIN INTERMEDIATE DURATION PORTFOLIO   2021-12-20 2023-09-27
BERNSTEIN INTERMEDIATE DURATION PORTFOLIO   2023-04-20 2023-09-27
BERNSTEIN INTERMEDIATE DURATION PORTFOLIO   2022-04-20 2023-09-27
BERNSTEIN INTERMEDIATE DURATION PORTFOLIO   2022-03-18 2023-09-27
BERNSTEIN INTERMEDIATE DURATION PORTFOLIO   2023-03-20 2023-09-27
BERNSTEIN INTERMEDIATE DURATION PORTFOLIO   2022-12-20 2023-09-27
BERNSTEIN INTERMEDIATE DURATION PORTFOLIO   2022-08-19 2023-09-27
BERNSTEIN INTERMEDIATE DURATION PORTFOLIO   2021-03-19 2023-09-27
BERNSTEIN INTERMEDIATE DURATION PORTFOLIO   2022-10-20 2023-09-27
BERNSTEIN INTERMEDIATE DURATION PORTFOLIO   2022-09-20 2023-09-27
BERNSTEIN INTERMEDIATE DURATION PORTFOLIO   2021-06-17 2023-09-27
BERNSTEIN INTERMEDIATE DURATION PORTFOLIO   2022-07-20 2023-09-27
BERNSTEIN INTERMEDIATE DURATION PORTFOLIO   2022-06-17 2023-09-27
BERNSTEIN INTERMEDIATE DURATION PORTFOLIO   2022-05-20 2023-09-27
BERNSTEIN INTERMEDIATE DURATION PORTFOLIO   2021-03-18 2023-04-17
BERNSTEIN INTERMEDIATE DURATION PORTFOLIO   2022-11-18 2023-09-27
BERNSTEIN INTERMEDIATE DURATION PORTFOLIO   2022-12-30 2023-09-27
BROADCOM INC   2021-03-18 2023-12-04
BROADCOM INC   2021-05-20 2023-12-13
BROADCOM INC   2021-03-18 2023-09-18
BROADCOM INC   2021-03-18 2023-06-02
BROADCOM INC   2021-03-18 2023-11-24
BROADCOM INC   2021-05-20 2023-12-04
BROADCOM INC   2021-03-18 2023-10-23
BROADCOM INC   2021-03-18 2023-05-01
BROADCOM INC   2021-03-18 2023-06-26
BROADCOM INC   2021-03-18 2023-06-12
BROADCOM INC   2021-03-24 2023-12-04
CBRE GROUP INC - A   2021-03-18 2023-04-05
CBRE GROUP INC - A   2021-03-18 2023-09-18
CENTENE CORP   2022-04-26 2023-09-18
CIENA CORP   2021-03-18 2023-04-28
CIENA CORP   2021-11-02 2023-04-28
COMCAST CORP-CLASS A   2020-05-04 2023-06-26
COMCAST CORP-CLASS A   2020-05-04 2023-05-22
COMCAST CORP-CLASS A   2020-05-04 2023-05-23
COMCAST CORP-CLASS A   2020-05-04 2023-09-25
COSTCO WHOLESALE CORP   2014-03-12 2023-06-30
CUBESMART   2021-03-18 2023-09-25
DALLAS TX INDEP SCH DIST DUE 02/15/2023 5.000%   2021-08-13 2023-02-15
DALLAS TX INDEP SCH DIST DUE 02/15/2042 5.000%   2023-01-19 2023-09-28
ELEVANCE HEALTH INC   2021-03-18 2023-07-18
ELEVANCE HEALTH INC   2021-03-18 2023-01-25
ELEVANCE HEALTH INC   2021-03-18 2023-07-17
ETSY INC   2021-06-24 2023-07-27
ETSY INC   2021-11-02 2023-07-27
FEDERAL HOME LOAN BANKS DUE 10/03/2024 4.500%   2023-02-03 2023-03-15
FEDERAL HOME LOAN BANKS DUE 10/03/2024 4.500%   2023-02-10 2023-03-22
FEDERAL HOME LOAN BANKS DUE 10/03/2024 4.500%   2023-02-14 2023-03-22
FEDERAL HOME LOAN BANKS DUE 10/03/2024 4.500%   2023-02-10 2023-03-15
FORD MOTOR CO   2022-08-05 2023-08-15
FORD MOTOR CO   2022-08-05 2023-05-23
FORD MOTOR CO   2022-08-05 2023-05-22
GEN DIGITAL INC   2022-04-12 2023-09-25
GEN DIGITAL INC   2022-04-12 2023-09-18
GOLDMAN SACHS GROUP INC   2021-05-20 2023-02-15
GOLDMAN SACHS GROUP INC   2021-05-20 2023-04-11
GOLDMAN SACHS GROUP INC   2021-05-20 2023-07-19
IDEXX LABORATORIES INC   2022-09-02 2023-07-27
IQVIA HOLDINGS INC   2022-02-23 2023-06-30
ISHARES CORE INTL STOCK ETF   2021-10-01 2023-09-27
ISHARES CORE INTL STOCK ETF   2021-03-18 2023-04-25
ISHARES CORE INTL STOCK ETF   2021-10-11 2023-09-27
ISHARES CORE INTL STOCK ETF   2021-03-18 2023-01-18
ISHARES CORE INTL STOCK ETF   2021-03-18 2023-09-27
ISHARES CORE INTL STOCK ETF   2021-04-06 2023-09-27
ISHARES CORE INTL STOCK ETF   2021-03-19 2023-09-27
ISHARES CORE INTL STOCK ETF   2023-06-23 2023-09-27
ISHARES CORE INTL STOCK ETF   2023-08-31 2023-09-27
ISHARES CORE INTL STOCK ETF   2021-12-21 2023-09-27
ISHARES CORE INTL STOCK ETF   2022-01-07 2023-09-27
ISHARES CORE INTL STOCK ETF   2021-12-22 2023-09-27
ISHARES CORE S&P TOTAL U.S.   2021-04-26 2023-12-31
ISHARES CORE S&P TOTAL U.S.   2021-03-18 2023-09-27
ISHARES CORE S&P TOTAL U.S.   2021-03-18 2023-06-28
ISHARES CORE S&P TOTAL U.S.   2021-03-19 2023-09-27
ISHARES CORE S&P TOTAL U.S.   2022-12-23 2023-09-27
ISHARES CORE S&P TOTAL U.S.   2022-12-06 2023-09-27
ISHARES CORE S&P TOTAL U.S.   2021-03-18 2023-08-28
ISHARES CORE S&P TOTAL U.S.   2022-06-16 2023-09-27
ISHARES CORE S&P TOTAL U.S.   2021-03-18 2023-08-29
ISHARES CORE S&P TOTAL U.S.   2022-12-29 2023-09-27
JPMORGAN CHASE & CO   2016-03-30 2023-12-27
JPMORGAN CHASE & CO   2016-03-30 2023-09-18
KEYSIGHT TECHNOLOGIES IN   2021-08-17 2023-04-28
KEYSIGHT TECHNOLOGIES IN   2021-11-02 2023-08-16
KEYSIGHT TECHNOLOGIES IN   2021-08-17 2023-05-15
KEYSIGHT TECHNOLOGIES IN   2023-09-27 2023-11-03
KEYSIGHT TECHNOLOGIES IN   2023-09-29 2023-11-03
KEYSIGHT TECHNOLOGIES IN   2021-11-02 2023-11-03
KEYSIGHT TECHNOLOGIES IN   2021-11-02 2023-05-15
KEYSIGHT TECHNOLOGIES IN   2021-11-02 2023-05-19
KNIGHT-SWIFT TRANSPORTATION   2021-03-18 2023-01-25
LAM RESEARCH CORP   2023-02-15 2023-10-23
LOCKHEED MARTIN CORP   1950-01-01 2023-01-04
LOS ANGELES CA DEPT OF WTR & P DUE 07/01/2039 5.000%   2022-01-26 2023-01-25
LOS ANGELES CA DEPT OF WTR & P DUE 07/01/2040 5.000%   2022-03-30 2023-09-28
LOS ANGELES CA DEPT OF WTR & P DUE 07/01/2042 5.000%   2022-06-03 2023-02-09
LOS ANGELES CA UNIF SCH DIST DUE 07/01/2023 5.000%   2022-11-23 2023-07-03
LOS ANGELES CA WSTWTR SYS REVE DUE 06/01/2023 5.000%   2022-09-20 2023-06-01
MARICOPA CNTY AZ SPL HLTH CARE DUE 07/01/2024 5.000%   2023-02-02 2023-09-28
MASSACHUSETTS ST BAY TRANSPRTN DUE 07/01/2035 5.000%   2022-04-12 2023-09-28
MASTERCARD INC - A   2021-03-18 2023-11-24
MASTERCARD INC - A   2021-03-18 2023-01-26
MASTERCARD INC - A   2021-05-20 2023-11-24
MASTERCARD INC - A   2021-03-24 2023-11-24
MERCK & CO. INC.   2021-06-24 2023-07-19
MERCK & CO. INC.   2021-06-24 2023-02-15
MICROSOFT CORP   1994-07-06 2023-02-24
MICROSOFT CORP   1994-07-06 2023-11-24
MICROSOFT CORP   1994-07-06 2023-01-20
MICROSOFT CORP   1994-07-06 2023-05-15
MICROSOFT CORP   1994-07-06 2023-12-04
MICROSOFT CORP   1950-01-01 2023-05-16
MICROSOFT CORP   1994-07-06 2023-02-15
MICROSOFT CORP   1994-07-06 2023-05-19
MICROSOFT CORP   1994-07-06 2023-07-19
MORGAN STANLEY   2021-12-23 2023-12-27
MORGAN STANLEY   2021-12-23 2023-07-19
NESTLE PURINA PETCARE CO DUE 02/01/2023 8.125%   2015-02-19 2023-02-01
NEW YORK CITY NY MUNI WTR FIN DUE 06/15/2029 5.000%   2021-04-21 2023-01-30
NIKE INC -CL B   2021-03-18 2023-06-30
NORFOLK SOUTHERN CORP   2021-03-18 2023-04-13
NORFOLK SOUTHERN CORP   2021-03-18 2023-04-06
NORFOLK SOUTHERN CORP   2021-03-18 2023-03-21
NVIDIA CORP   2022-02-14 2023-11-24
PFIZER INC   2021-12-23 2023-06-02
PFIZER INC   2021-12-23 2023-05-01
PFIZER INC   2021-12-23 2023-07-17
PULTEGROUP INC   2021-10-06 2023-06-20
PULTEGROUP INC   2021-05-20 2023-06-20
PULTEGROUP INC   2021-05-20 2023-05-01
PULTEGROUP INC   2021-05-20 2023-02-07
PULTEGROUP INC   2021-05-20 2023-04-13
RALI 2006-QS16 A9 DUE 11/25/2036 6.000%   1950-01-01 2023-03-27
RALI 2006-QS16 A9 DUE 11/25/2036 6.000%   1950-01-01 2023-12-26
RALI 2006-QS16 A9 DUE 11/25/2036 6.000%   1950-01-01 2023-05-25
RALI 2006-QS16 A9 DUE 11/25/2036 6.000%   1950-01-01 2023-01-25
RALI 2006-QS16 A9 DUE 11/25/2036 6.000%   1950-01-01 2023-04-25
RALI 2006-QS16 A9 DUE 11/25/2036 6.000%   1950-01-01 2023-02-27
RALI 2006-QS16 A9 DUE 11/25/2036 6.000%   1950-01-01 2023-07-25
RALI 2006-QS16 A9 DUE 11/25/2036 6.000%   1950-01-01 2023-11-27
RALI 2006-QS16 A9 DUE 11/25/2036 6.000%   1950-01-01 2023-06-26
RALI 2006-QS16 A9 DUE 11/25/2036 6.000%   1950-01-01 2023-08-25
RALI 2006-QS16 A9 DUE 11/25/2036 6.000%   1950-01-01 2023-09-25
RALI 2006-QS16 A9 DUE 11/25/2036 6.000%   1950-01-01 2023-10-25
SALT RIVER AZ PROJ AGRIC IMPT& DUE 01/01/2024 5.000%   2023-03-14 2023-09-28
SAN ANTONIO TX WTR REVENUE DUE 05/15/2042 5.000%   2022-06-29 2023-09-28
SCHWAB (CHARLES) CORP   2022-09-29 2023-04-13
SCHWAB (CHARLES) CORP   2022-10-05 2023-04-13
SVB FINANCIAL GROUP   2022-04-26 2023-03-28
SVB FINANCIAL GROUP   2022-02-23 2023-03-28
SVB FINANCIAL GROUP   2021-12-23 2023-03-28
TAPESTRY INC   2022-04-26 2023-08-24
TAPESTRY INC   2022-04-26 2023-02-15
TAPESTRY INC   2022-04-26 2023-01-25
TARGET CORP   2021-04-21 2023-10-31
TARGET CORP   2021-03-18 2023-10-31
TARGET CORP   2023-09-29 2023-10-31
TARGET CORP   2021-03-18 2023-06-30
TARGET CORP   2023-09-27 2023-10-31
TARGET CORP   2018-02-06 2023-06-30
THERMO FISHER SCIENTIFIC INC   2022-11-28 2023-12-27
VEEVA SYSTEMS INC-CLASS A   2023-01-26 2023-11-24
VEEVA SYSTEMS INC-CLASS A   2022-11-09 2023-07-31
VEEVA SYSTEMS INC-CLASS A   2023-01-17 2023-11-24
VEEVA SYSTEMS INC-CLASS A   2023-09-27 2023-11-24
VEEVA SYSTEMS INC-CLASS A   2023-09-29 2023-11-24
VEEVA SYSTEMS INC-CLASS A   2022-11-09 2023-09-05
VEEVA SYSTEMS INC-CLASS A   2023-01-17 2023-09-05
VERTEX PHARMACEUTICALS INC   2021-04-21 2023-07-19
VERTEX PHARMACEUTICALS INC   2021-04-21 2023-08-16
WALMART INC   2016-02-04 2023-02-22
WALMART INC   2016-02-04 2023-01-23
WALMART INC   2016-02-04 2023-06-30
WILLIS TOWERS WATSON PLC   2022-05-13 2023-08-08
WW GRAINGER INC   2022-02-23 2023-05-01
WW GRAINGER INC   2022-02-23 2023-05-22
WW GRAINGER INC   2022-02-23 2023-02-07
WW GRAINGER INC   2022-02-23 2023-05-23
ZEBRA TECHNOLOGIES CORP-CL A   2022-04-12 2023-08-03
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 4,521   5,653 -1,132
b 4,302   4,840 -538
c 4,595   5,317 -722
d 61,112   77,719 -16,607
e 4,901   5,305 -404
4,687   5,030 -343
5,469   6,003 -534
5,320   5,986 -666
4,375   5,037 -662
6,337   6,501 -164
3,651   4,353 -702
7,568   7,776 -208
6,810   7,007 -197
7,874   8,235 -361
5,572   5,742 -170
5,889   6,194 -305
6,730   6,966 -236
131,561   137,386 -5,825
3,861   4,468 -607
1,498,361   1,914,632 -416,271
3,054   3,791 -737
2,935   3,580 -645
798   1,029 -231
3,472   4,495 -1,023
3,447   4,457 -1,010
3,874   5,021 -1,147
3,579   4,660 -1,081
122,818   158,445 -35,627
3,257   4,281 -1,024
3,522   4,640 -1,118
3,218   4,161 -943
2,959   3,840 -881
3,335   4,211 -876
7,418   7,588 -170
6,281   6,569 -288
4,428   5,401 -973
3,203   4,161 -958
427,064   550,294 -123,230
3,140   4,055 -915
9,380   10,620 -1,240
36,470   41,235 -4,765
30,000   35,014 -5,014
6,774   7,585 -811
66,408   79,263 -12,855
66,489   79,360 -12,871
66,444   79,380 -12,936
66,453   79,244 -12,791
53,218   63,580 -10,362
11,092   13,313 -2,221
58,534   69,801 -11,267
66,507   79,382 -12,875
4,113   5,149 -1,036
1,337   1,463 -126
3,511   4,338 -827
5,076   5,699 -623
6,548   8,192 -1,644
18,506   25,100 -6,594
3,227   4,353 -1,126
8,842   1,679 7,163
245   52 193
4,588   994 3,594
2,822   618 2,204
4,237   583 3,654
39,115   3,714 35,401
3,107   335 2,772
3,916   597 3,319
4,778   728 4,050
7,191   714 6,477
49,392   51,646 -2,254
15,538   2,927 12,611
3,402   625 2,777
4,829   822 4,007
11,945   2,072 9,873
3,059   592 2,467
9,878   11,628 -1,750
3,878   888 2,990
10,354   7,001 3,353
4,139   3,219 920
11,544   5,377 6,167
3,730   2,029 1,701
13,524   10,839 2,685
4,740   3,794 946
96,251   100,750 -4,499
4,574   4,915 -341
7,891   8,030 -139
8,353   8,539 -186
7,038   7,411 -373
7,180   7,554 -374
3,361   4,264 -903
1,213   1,503 -290
24,700   30,623 -5,923
398,112   491,576 -93,464
2,874   3,581 -707
3,221   4,083 -862
3,520   4,462 -942
1,067   1,295 -228
3,391   4,264 -873
2,458   3,075 -617
4,146   5,156 -1,010
4,114   5,131 -1,017
2,508   3,142 -634
1,694   1,770 -76
1,557,623   1,934,000 -376,377
7,206   7,555 -349
24,168   25,605 -1,437
3,624   4,318 -694
6,441   6,800 -359
3,250   4,036 -786
6,951   7,403 -452
3,157   3,536 -379
3,376   3,937 -561
6,013   6,387 -374
5,990   6,324 -334
5,259   5,772 -513
127,993   158,445 -30,452
4,002   4,035 -33
3,826   4,050 -224
54,860   68,830 -13,970
4,737   5,160 -423
3,118   3,361 -243
4,241   4,706 -465
4,640   5,398 -758
5,476   5,685 -209
2,402   2,514 -112
3,698   1,896 1,802
23,675   10,048 13,627
1,696   948 748
7,287   4,266 3,021
6,802   3,318 3,484
2,774   1,370 1,404
14,784   8,059 6,725
3,180   2,370 810
4,125   2,370 1,755
5,934   3,318 2,616
8,321   4,191 4,130
9,528   10,859 -1,331
2,053   2,061 -8
1,630   2,035 -405
4,263   5,229 -966
4,126   5,346 -1,220
3,300   2,933 367
3,214   2,825 389
652   579 73
5,691   4,563 1,128
3,222   686 2,536
2,856   2,784 72
70,000   70,000 0
46,413   50,913 -4,500
891   705 186
3,933   2,819 1,114
6,121   4,933 1,188
9,321   17,555 -8,234
2,525   6,216 -3,691
70,310   70,098 212
24,987   24,948 39
69,963   69,738 225
30,133   29,937 196
19,570   24,904 -5,334
176   229 -53
4,787   6,306 -1,519
5,306   7,556 -2,250
1,790   2,492 -702
2,988   2,875 113
5,908   6,469 -561
6,851   7,188 -337
5,518   3,443 2,075
2,918   2,925 -7
27,053   32,254 -5,201
123,335   140,284 -16,949
717   858 -141
7,880   8,989 -1,109
3,147,662   3,730,543 -582,881
17,498   20,976 -3,478
32,129   38,192 -6,063
66,050   67,927 -1,877
1,254   1,307 -53
85,818   99,218 -13,400
4,180   4,957 -777
2,568   3,013 -445
97   105 -8
5,043,951   4,916,642 127,309
58,601   55,694 2,907
101,701   98,910 2,791
55,823   50,070 5,753
3,753   3,485 268
78,016   73,162 4,854
81,905   70,565 11,340
28,103   25,972 2,131
56,667   51,346 5,321
4,561   1,608 2,953
2,081   834 1,247
4,527   5,225 -698
4,887   5,929 -1,042
1,481   1,633 -152
15,066   15,708 -642
4,771   5,044 -273
12,555   18,529 -5,974
3,703   4,632 -929
3,616   4,262 -646
16,630   13,608 3,022
9,068   7,758 1,310
946     946
52,006   56,417 -4,411
75,146   81,296 -6,150
51,598   52,634 -1,036
25,000   25,000 0
125,000   125,000 0
105,572   107,033 -1,461
75,422   80,512 -5,090
411   369 42
3,378   3,317 61
1,234   1,092 142
4,524   3,984 540
7,880   5,666 2,214
3,359   2,374 985
2,738   34 2,704
17,698   144 17,554
11,126   144 10,982
2,779   27 2,752
6,259   52 6,207
25,607   25,336 271
2,684   31 2,653
3,175   31 3,144
6,114   52 6,062
4,196   4,481 -285
7,093   7,567 -474
50,000   50,000 0
111,008   119,667 -8,659
7,085   9,244 -2,159
3,526   4,490 -964
11,214   14,526 -3,312
8,594   11,092 -2,498
3,850   1,906 1,944
2,771   4,240 -1,469
3,038   4,535 -1,497
20,331   33,335 -13,004
7,850   4,982 2,868
21,920   16,501 5,419
3,427   2,899 528
3,600   3,512 88
5,908   5,519 389
1     1
57     57
16     16
72     72
96     96
73     73
35     35
94     94
54     54
100     100
6     6
11     11
120,239   120,699 -460
72,188   77,156 -4,968
8,447   11,799 -3,352
1,555   2,269 -714
2   4,263 -4,261
4   8,280 -8,276
14   36,727 -36,713
5,805   5,753 52
3,090   2,236 854
5,041   3,814 1,227
8,653   16,127 -7,474
1,331   2,164 -833
3,994   3,960 34
2,114   2,885 -771
12,869   12,749 120
7,003   3,779 3,224
4,242   4,330 -88
8,299   8,028 271
3,061   2,553 508
5,297   4,951 346
17,480   19,889 -2,409
5,297   6,131 -834
5,506   4,254 1,252
881   660 221
2,884   1,752 1,132
5,511   3,504 2,007
5,866   2,712 3,154
3,965   1,852 2,113
2,978   1,257 1,721
2,876   2,877 -1
6,282   4,259 2,023
4,700   3,313 1,387
5,997   4,259 1,738
661   473 188
6,527   10,719 -4,192
4,496     4,496
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       -1,132
b       -538
c       -722
d       -16,607
e       -404
      -343
      -534
      -666
      -662
      -164
      -702
      -208
      -197
      -361
      -170
      -305
      -236
      -5,825
      -607
      -416,271
      -737
      -645
      -231
      -1,023
      -1,010
      -1,147
      -1,081
      -35,627
      -1,024
      -1,118
      -943
      -881
      -876
      -170
      -288
      -973
      -958
      -123,230
      -915
      -1,240
      -4,765
      -5,014
      -811
      -12,855
      -12,871
      -12,936
      -12,791
      -10,362
      -2,221
      -11,267
      -12,875
      -1,036
      -126
      -827
      -623
      -1,644
      -6,594
      -1,126
      7,163
      193
      3,594
      2,204
      3,654
      35,401
      2,772
      3,319
      4,050
      6,477
      -2,254
      12,611
      2,777
      4,007
      9,873
      2,467
      -1,750
      2,990
      3,353
      920
      6,167
      1,701
      2,685
      946
      -4,499
      -341
      -139
      -186
      -373
      -374
      -903
      -290
      -5,923
      -93,464
      -707
      -862
      -942
      -228
      -873
      -617
      -1,010
      -1,017
      -634
      -76
      -376,377
      -349
      -1,437
      -694
      -359
      -786
      -452
      -379
      -561
      -374
      -334
      -513
      -30,452
      -33
      -224
      -13,970
      -423
      -243
      -465
      -758
      -209
      -112
      1,802
      13,627
      748
      3,021
      3,484
      1,404
      6,725
      810
      1,755
      2,616
      4,130
      -1,331
      -8
      -405
      -966
      -1,220
      367
      389
      73
      1,128
      2,536
      72
      0
      -4,500
      186
      1,114
      1,188
      -8,234
      -3,691
      212
      39
      225
      196
      -5,334
      -53
      -1,519
      -2,250
      -702
      113
      -561
      -337
      2,075
      -7
      -5,201
      -16,949
      -141
      -1,109
      -582,881
      -3,478
      -6,063
      -1,877
      -53
      -13,400
      -777
      -445
      -8
      127,309
      2,907
      2,791
      5,753
      268
      4,854
      11,340
      2,131
      5,321
      2,953
      1,247
      -698
      -1,042
      -152
      -642
      -273
      -5,974
      -929
      -646
      3,022
      1,310
      946
      -4,411
      -6,150
      -1,036
      0
      0
      -1,461
      -5,090
      42
      61
      142
      540
      2,214
      985
      2,704
      17,554
      10,982
      2,752
      6,207
      271
      2,653
      3,144
      6,062
      -285
      -474
      0
      -8,659
      -2,159
      -964
      -3,312
      -2,498
      1,944
      -1,469
      -1,497
      -13,004
      2,868
      5,419
      528
      88
      389
      1
      57
      16
      72
      96
      73
      35
      94
      54
      100
      6
      11
      -460
      -4,968
      -3,352
      -714
      -4,261
      -8,276
      -36,713
      52
      854
      1,227
      -7,474
      -833
      34
      -771
      120
      3,224
      -88
      271
      508
      346
      -2,409
      -834
      1,252
      221
      1,132
      2,007
      3,154
      2,113
      1,721
      -1
      2,023
      1,387
      1,738
      188
      -4,192
      4,496
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 -1,642,409
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  
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 5,421
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 5,421
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 5,421
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 12,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 12,000
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.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 6,579
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow6,579 Refundedright arrow 11 0
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$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
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 arrowWWW.TAUCKFAMILYFOUNDATION.ORG
14
The books are in care ofright arrowTHE FOUNDATION Telephone no.right arrow (203) 899-6915

Located atright arrow10 WESTPORT ROADWILTONCT ZIP+4right arrow06897
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)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
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
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 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
ARTHUR C TAUCK III VICE PRESIDENT
1.00 		0 0 0
10 WESTPORT ROAD
WILTON,CT06897
ARTHUR C TAUCK JR CHAIRMAN
1.00 		0 0 0
10 WESTPORT ROAD
WILTON,CT06897
COLLEEN R LETH PRESIDENT
1.00 		0 0 0
10 WESTPORT ROAD
WILTON,CT06897
ELIZABETH T WALTERS DIRECTOR
1.00 		0 0 0
10 WESTPORT ROAD
WILTON,CT06897
KIRSTEN T MAHAR SECRETARY
1.00 		0 0 0
10 WESTPORT ROAD
WILTON,CT06897
CHRISTOPHER MAHAR TREASURER
1.00 		0 0 0
10 WESTPORT ROAD
WILTON,CT06897
WILLIAM MAHAR DIRECTOR
1.00 		0 0 0
10 WESTPORT ROAD
WILTON,CT06897
FREDERICK WALTERS DIRECTOR
1.00 		0 0 0
10 WESTPORT ROAD
WILTON,CT06897
KIMBERLEE D HEIN EXECUTIVE DIRECTOR
40.00 		155,000 11,813 0
10 WESTPORT ROAD
WILTON,CT06897
ELIZABETH MAHAR DIRECTOR
1.00 		0 0 0
10 WESTPORT ROAD
WILTON,CT06897
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 0
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
ALLIANCE BERNSTEIN INVESTMENT MANAGEMENT 98,767
53 STATE STREET 38TH FLOOR
BOSTON,MA02109
Total number of others receiving over $50,000 for professional services.............right arrow0
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 KNOWLEDGE BUILDING AND SHARING - BUILDING AND SHARING KNOWLEDGE ABOUT HOW ESSENTIAL SOCIAL AND EMOTIONAL SKILLS - SELF-CONTROL, PERSISTENCE, MASTERY ORIENTATION, SOCIAL COMPETENCE, AND ACADEMIC SELF-EFFICACY - ARE BEST CULTIVATED AND MEASURED. 6,186
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 arrow0
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
25,523,000
b
Average of monthly cash balances.......................
1b
183,904
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
25,706,904
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
25,706,904
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
385,604
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
25,321,300
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,266,065
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
1,266,065
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
5,421
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
5,421
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,260,644
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,260,644
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
1,260,644
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
1,154,878
b
Program-related investments—total from Part VIII-B..................
1b
0
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
1,154,878
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 1,260,644
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 129,282
b From 2019...... 59,976
c From 2020......  
d From 2021...... 22,846
e From 2022...... 7,996
f Total of lines 3a through e ........ 220,100
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 1,154,878
a Applied to 2022, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 1,154,878
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 105,766 105,766
(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 5 114,334
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 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		23,516
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		90,818
10 Analysis of line 9:
a Excess from 2019.... 59,976
b Excess from 2020....  
c Excess from 2021.... 22,846
d Excess from 2022.... 7,996
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).)
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 e-mail address of the person to whom applications should be addressed:
KIM HEIN TAUCK FAMILY FOUNDATION IN
10 WESTPORT ROAD PO BOX 650
WILTON,CT06897
(203) 899-6915
KIM@TAUCKFAMILYFOUNDATION.ORG
bThe form in which applications should be submitted and information and materials they should include:
SEE WWW. TAUCKFAMILYFOUNDATION.ORG
cAny submission deadlines:
SEE WWW. TAUCKFAMILYFOUNDATION.ORG
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
SEE WWW. TAUCKFAMILYFOUNDATION.ORG
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

ALL OUR KIN

1020 FAIRFIELD AVE
BRIDGEPORT,CT06605 		  CHARITY CAPACITY BUILDING GRANT 21,050

ASANTE AFRICA FOUNDATION

1334 CARLTON PLACE
LIVERMORE,CA94550 		  CHARITY JUNIOR BOARD DIRECTED GRANT 8,000

BURROUGHS COMMUNITY CENTER

2470 FAIRFIELD AVENUE
BRIDGEPORT,CT06605 		  CHARITY IN HONOR OF GRANT 250

CARON

243 N GALEN HALL ROAD
WERNERSVILLE,PA19565 		  CHARITY IN HONOR OF GRANT 100

CATHOLIC ACADEMY OF BRIDGEPORT

63 PEQUONNOCK STREET
BRIDGEPORT,CT06604 		  CHARITY GENERAL OPERATING SUPPORT GRANT 100,000

CHICAGO ECO HOUSE

6439 S PEORIA STREET UNIT 2
CHICAGO,IL60621 		  CHARITY RESTRICTED GRANT 25,000

CONFLUENCE PHILANTHROPY

215 LEXINGTON AVENUE 10TH FL
NEW YORK,NY10016 		  CHARITY MEMBERSHIP GRANT 1,650

CONNECTICUT COUNCIL FOR PHILANTHROPY

75 CHARTER OAK AVENUE SUITE 1-205
HARTFORD,CT06106 		  CHARITY MEMBERSHIP GRANT 3,540

COOPERATIVE EDUCATIONAL SERVICES

40 LINDEMAN DRIVE
TRUMBULL,CT06611 		  GOVERNMENT INSTRUMEN CAPACITY BUILDING GRANT 20,046

COUNCIL FOR HEALTHY FOOD SYSTEM

PO BOX 809
CAMERON,TX76521 		  CHARITY RESTRICTED GRANT 19,886

CULTIVATE KANSAS CITY

300 E 39TH STREET
KANSAS CITY,MO64111 		  CHARITY RESTRICTED GRANT 24,996

DANNY DID FOUNDATION

3008 CENTRAL ST STE 203
EVANSTON,IL60201 		  CHARITY IN HONOR OF GRANT 250

EARTHGEN

4649 SUNNYSIDE AVENUE NORTH SUITE
305
SEATTLE,WA98103 		  CHARITY JUNIOR BOARD DIRECTED GRANT 5,000

ENVIRONMENTAL GRANTMAKERS ASSOCIATION

475 RIVERSIDE DRIVE SUITE 960
NEW YORK,NY10115 		  CHARITY MEMBERSHIP GRANT 2,000

FAIRFIELD COUNTY'S COMMUNITY FOUNDATION

40 RICHARDS AVENUE
NORWALK,CT06854 		  CHARITY KNOWLEDGE BUILDING AND SHARING GRANT 2,500

GRAPEVINE GIVING FOUNDATION

64 BLEECKER STREET 264
NEW YORK,NY10012 		  CHARITY NETWORK OF ENGAGED INTERNATIONAL DONORS GIVING CIRCLE 1,000

HMONG AMERICAN FARMERS ASSOCIATION

149 THOMPSON AVENUE EAST SUITE 210
WEST SAINT PAUL,MN55120 		  CHARITY RESTRICTED GRANT 25,000

HORIZONS BRIDGEPORT INC

PO BOX 9403
BRIDGEPORT,CT06601 		  CHARITY GENERAL OPERATING SUPPORT GRANT 100,000

LIFEBRIDGE COMMUNITY SERVICES

475 CLINTON AVENUE
BRIDGEPORT,CT06605 		  CHARITY KNOWLEDGE BUILDING AND SHARING GRANT 250

NATIONAL CENTER FOR FAMILY PHILANTHROPY

1667 K STREET NW SUITE 550
WASHINGTON,DC20006 		  CHARITY MEMBERSHIP GRANT 1,400

NEW BEGINNINGS FAMILY ACADEMY

184 GARDEN STREET
BRIDGEPORT,CT06605 		  CHARITY GENERAL OPERATING SUPPORT GRANT 100,000

ONE WORLD CHILDREN'S FUND

PO BOX 849129
LOS ANGELES,CA90084 		  CHARITY RESTRICTED GRANT 22,500

POINT BLUE CONSERVATION SCIENCE

3820 CYPRESS DRIVE SUITE 11
PETALUMA,CA94954 		  CHARITY RESTRICTED GRANT 24,119

PROSPECTOR THEATER

25 PROSPECT STREET
RIDGEFIELD,CT06877 		  CHARITY IN HONOR OF GRANT 100

RAIN FOR THE SAHEL AND SAHARA INC

PO BOX 1503
PORTSMOUTH,NH03805 		  CHARITY RESTRICTED GRANT 25,000

REGIONAL YOUTH ADULT SOCIAL ACTION PARTNERSHIP

2470 FAIRFIELD AVENUE
BRIDGEPORT,CT06605 		  CHARITY CAPACITY BUILDING GRANT 90,000

SAVORY INSTITUTE

885 ARAPAHOE AVE
BOULDER CO,CO80302 		  CHARITY RESTRICTED GRANT 25,000

THE FOUNDATION FOR EXCELLENCE IN BRIDGEPORT PUBLIC SCHOOLS

45 LYON TERRACE ROOM 328
BRIDGEPORT,CT06604 		  CHARITY CAPACITY BUILDING GRANT 83,002

URBAN SUSTAINABILITY DIRECTORS NETWORK

500 WESTOVER DRIVE 14973
SANFORD,NC27330 		  CHARITY RESTRICTED GRANT 25,000

WAKEMAN BOYS & GIRLS CLUB

268 POST ROAD FLOOR 2
FAIRFIELD,CT06824 		  CHARITY IN HONOR OF GRANT 2,000

YALE UNIVERSITY

PO BOX 208327
NEW HAVEN,CT06520 		  CHARITY CAPACITY BUILDING GRANT 34,755
Total .................................right arrow 3a 793,394
bApproved for future payment
Total ................................. right arrow 3b 0
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 67,981  
4 Dividends and interest from securities ....     14 521,996  
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 .....     14 6,993  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 -1,642,409  
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 -1,045,439 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
-1,045,439
(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
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
TAUCK FAMILY FOUNDATION
 
Employer identification number

27-0729341
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
TAUCK FAMILY FOUNDATION
  		Employer identification number
27-0729341
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
ELIZABETH AND FREDERICK WALTERS
10 WESTPORT ROAD
 
WILTON, CT06879

$ 49,643


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
DANIEL AND KIRSTEN MAHAR
10 WESTPORT ROAD
 
WILTON, CT06879

$ 25,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
3
HEATHER TAUCK
10 WESTPORT ROAD
 
WILTON, CT06879

$ 9,630


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
4
ARTHUR C TAUCK III AND M FRANCES LI
10 WESTPORT ROAD
 
WILTON, CT06879

$ 25,336


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
TAUCK FAMILY FOUNDATION
  		Employer identification number

27-0729341
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 255 SHS OF APPLE $ 49,643  
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
3
 56 SHS APPLE $ 9,630  
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
4
 82 SHARES MICROSOFT $ 25,336  
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
TAUCK FAMILY FOUNDATION
  		Employer identification number

27-0729341
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
TAUCK FAMILY FOUNDATION
EIN:
27-0729341
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING AND TAX 7,000 0   7,000

TY 2023 InvestmentsCorpBondsSchedule
Name:
TAUCK FAMILY FOUNDATION
EIN:
27-0729341
Name of Bond End of Year Book Value End of Year Fair Market Value
AB SUSTAINABLE THEMATIC CREDIT PORTFOLIO - ADVISOR 2,630,356 2,832,117
ISHARES 1-3 YR TREASURY BO 599,483 607,588
ISHARES 7-10 YEAR TREASURY B 1,200,865 1,266,565
AB IMPACT MUNI INC 715,721 648,347
DIST OF COLUMBIA WTR & SWR AUT 5.000% DUE 10/01/2026 36,241 35,443
RALI 2006-QS16 A9 6.000% DUE 11/25/2036 0 8,324
ISHARES CORE U.S. AGGREGATE BO 107,416 93,990
VANGUARD TOTAL INTL BOND ETF 44,806 38,850
LAS VEGAS VLY NV WTR DIST 4.000% DUE 06/01/2042 57,974 56,286
LOS ANGELES CA DEPT OF WTR & P 5.000% DUE 07/01/2042 65,839 68,683
LOS ANGELES CA DEPT OF WTR & P 5.000% DUE 07/01/2043 38,993 40,330
LOS ANGELES CA HARBOR DEPT 5.000% DUE 08/01/2025 107,681 108,221
LOS ANGELES CA UNIF SCH DIST 4.000% DUE 07/01/2039 15,450 15,766
LOS ANGELES CNTY CA MET TRANSP 4.000% DUE 06/01/2036 98,760 102,053
MASSACHUSETTS ST BAY TRANSPRTN 5.000% DUE 07/01/2042 38,852 40,265
MILWAUKEE WI MET SEWERAGE DIST 4.000% DUE 10/01/2025 132,844 127,723
NEW YORK CITY NY MUNI WTR FIN 4.000% DUE 06/15/2042 30,035 30,459
S ESTRN PA TRANSPRTN AUTH 5.250% DUE 06/01/2040 65,090 69,046
WASHINGTON DC MET AREA TRANSIT 5.000% DUE 07/01/2032 31,897 32,250
WASHINGTON DC MET AREA TRANSIT 5.000% DUE 07/15/2037 32,866 33,971

TY 2023 InvestmentsCorpStockSchedule
Name:
TAUCK FAMILY FOUNDATION
EIN:
27-0729341
Name of Stock End of Year Book Value End of Year Fair Market Value
ISHARES CORE INTL STOCK ETF 71,871 64,735
ISHARES CORE MSCI EMERGING 15,719 12,190
ISHARES CORE S&P TOTAL U.S. 66,614 72,503
ISHARES RUSSELL 1000 GROWTH 28,026 32,439
ISHARES RUSSELL 1000 VALUE E 28,909 30,406
AB GLOBAL CORE EQUITY-AD [3] 4,613,783 4,792,890
AB SUST INTL THEMATIC - ADV [3] 4,320,607 4,281,090
TJX COMPANIES INC 34,600 34,991
ABBOTT LABORATORIES 79,679 90,037
ACCENTURE PLC-CL A 109,621 121,064
ADOBE INC 133,072 160,485
ALLIANT ENERGY CORP 96,707 95,521
ALPHABET INC-CL C 304,275 424,199
AMAZON.COM INC 233,802 263,920
AMERICAN WATER WORKS CO INC 93,696 91,601
APPLE INC 438,636 549,673
ARES MANAGEMENT CORP - A 48,927 58,271
ASML HOLDING NV-NY REG SHS 56,505 74,935
BRISTOL-MYERS SQUIBB CO 87,155 75,836
BROADCOM INC 217,903 329,294
BUILDERS FIRSTSOURCE INC 71,084 94,655
CBRE GROUP INC - A 92,056 109,008
CENTENE CORP 83,554 82,076
COMCAST CORP-CLASS A 127,609 121,070
COSTCO WHOLESALE CORP 107,426 160,399
CUBESMART 84,395 99,653
DYCOM INDUSTRIES INC 50,199 61,573
EATON CORP PLC 125,172 153,643
ELEVANCE HEALTH INC 84,210 96,198
GEN DIGITAL INC 73,098 77,748
GOLDMAN SACHS GROUP INC 100,648 112,259
HCA HEALTHCARE INC 71,269 77,685
IDEXX LABORATORIES INC 39,233 54,395
IQVIA HOLDINGS INC 108,608 120,549
JPMORGAN CHASE & CO 167,578 216,367
LABORATORY CRP OF AMER HLDGS 52,459 57,504
LAM RESEARCH CORP 58,986 78,326
LOWE'S COS INC 130,853 147,106
MASTERCARD INC - A 260,894 290,027
MERCK & CO. INC. 147,896 171,052
MICROSOFT CORP 498,758 773,514
MORGAN STANLEY 108,452 116,469
MOTOROLA SOLUTIONS INC 113,892 141,204
NESTLE SA-SPONS ADR 109,049 119,099
NIKE INC -CL B 71,554 74,153
NORFOLK SOUTHERN CORP 75,367 78,715
NVIDIA CORP 118,615 163,918
OTIS WORLDWIDE CORP 124,889 146,373
PROGRESSIVE CORP 131,917 160,873
QUALCOMM INC 72,280 90,683
ROBERT HALF INC 45,296 53,983
SBA COMMUNICATIONS CORP 68,232 74,585
SCHWAB (CHARLES) CORP 98,102 109,392
SENSATA TECHNOLOGIES HOLDING 71,739 63,005
TAPESTRY INC 51,186 62,945
THERMO FISHER SCIENTIFIC INC 155,351 161,360
T-MOBILE US INC 73,434 83,853
UNITEDHEALTH GROUP INC 156,866 173,209
VERTEX PHARMACEUTICALS INC 81,540 112,302
WALMART INC 195,842 207,625
WASTE MANAGEMENT INC 124,907 141,131
WILLIS TOWERS WATSON PLC 77,539 89,726
WW GRAINGER INC 80,787 108,558
ZEBRA TECHNOLOGIES CORP-CL A 34,715 34,166

TY 2023 InvestmentsOtherSchedule2
Name:
TAUCK FAMILY FOUNDATION
EIN:
27-0729341
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
AB COMMERCIAL REAL ESTATE PRIVATE DEBT FUND, LLC CLASS 2C (AS OF 9/29/2023) AT COST 421,218 419,959
AB MULTI- MANAGER ALTERNATIVE FUND AT COST 876,294 834,592
AB PRIVATE CREDIT INVESTORS CORPORATION AT COST 1,992,820 1,958,668

TY 2023 LegalFeesSchedule
Name:
TAUCK FAMILY FOUNDATION
EIN:
27-0729341
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL 2,373 0   2,373


TY 2023 OtherAssetsSchedule
Name:
TAUCK FAMILY FOUNDATION
EIN:
27-0729341
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
INTEREST AND DIVIDENDS RECEIVABLE   28,895 28,895


TY 2023 OtherExpensesSchedule
Name:
TAUCK FAMILY FOUNDATION
EIN:
27-0729341
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ASSOCIATION EXPENSE 1,130 0   1,130
INSURANCE 7,588 0   7,588
KNOWLEDGE SHARING RESEARCH 6,186 0   6,186
OFFICE EXPENSE 1,738 0   1,738
BANK FEES 5 0   5
PAYROLL SERVICE 5,389 0   5,389
COMMUNICATIONS 8,872 0   8,872


TY 2023 OtherIncomeSchedule2
Name:
TAUCK FAMILY FOUNDATION
EIN:
27-0729341
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
CLASS ACTION 6,993 6,993 6,993


TY 2023 OtherIncreasesSchedule
Name:
TAUCK FAMILY FOUNDATION
EIN:
27-0729341
Description Amount
COST ADJUSTMENTS 9,679


TY 2023 OtherProfessionalFeesSchedule
Name:
TAUCK FAMILY FOUNDATION
EIN:
27-0729341
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT 98,767 98,767   0
CONSULTANTS 51,450 0   51,450


TY 2023 TaxesSchedule
Name:
TAUCK FAMILY FOUNDATION
EIN:
27-0729341
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PAYROLL TAXES 16,575 0   16,575
FOREIGN TAXES 5,023 5,023   0
EXCISE TAXES 9,848 9,848   0