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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
MERIDEN FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)123 BANK STREET
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WATERBURY, CT06702
A Employer identification number

06-6037849
B Telephone number (see instructions)

(860) 692-1751
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$27,542,539J 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) 147,492
2 Check right arrow.............
3 Interest on savings and temporary cash investments 8,514 8,514  
4 Dividends and interest from securities... 662,038 662,038  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 196,047
b Gross sales price for all assets on line 6a 4,650,933
7 Capital gain net income (from Part IV, line 2)... 196,047
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........ 1,014,091 866,599  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 226,935 159,467   67,468
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
12,000 0   12,000
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
14,630 0   14,630
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 555 0   555
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
32,493 0   32,493
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 286,613 159,467   127,146
25 Contributions, gifts, grants paid....... 1,234,560 1,234,560
26 Total expenses and disbursements. Add lines 24 and 25 1,521,173 159,467   1,361,706
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -507,082
b Net investment income (if negative, enter -0-) 707,132
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 548 7,498 7,498
2 Savings and temporary cash investments......... 959,675 3,573,022 3,573,022
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.......... 1,907 10,000  
10a Investments—U.S. and state government obligations (attach schedule) 199,453 Click to see attachment
List of Attached Documents:
// Content
207 		213
b Investments—corporate stock (attach schedule)....... 12,548,439 Click to see attachment
List of Attached Documents:
// Content
11,295,170 		18,909,411
c Investments—corporate bonds (attach schedule)....... 6,724,219 Click to see attachment
List of Attached Documents:
// Content
5,041,262 		5,052,395
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 20,434,241 19,927,159 27,542,539
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........ 20,140,823 19,487,221
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 293,418 439,938
29 Total net assets or fund balances (see instructions)..... 20,434,241 19,927,159
30 Total liabilities and net assets/fund balances (see instructions). 20,434,241 19,927,159
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
20,434,241
2
Enter amount from Part I, line 27a .....................
2
-507,082
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
19,927,159
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
19,927,159
Form 990-PF (2024)
Form 990-PF (2024)
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 AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF, 1,725.000 SHRS   2023-01-12 2024-02-07
b GUGGENHEIM RISK MANAGED REAL ESTATE FUND, 541.046 SHRS   2022-08-08 2024-06-21
c INVESCO BULLETSHARES 2024 CORPORATE BOND ETF, 5,758.000 SHRS   2023-01-24 2024-12-17
d ISHARES RUSSELL 1000 VALUE ETF, 221.000 SHRS   2022-02-14 2024-02-07
e UNITED STATES TREASURY NOTE/BOND 4.25% 30 SEP 2024, 200,000.000 SHRS   2022-10-14 2024-09-30
VANGUARD SMALL-CAP ETF, 338.000 SHRS   2021-11-10 2024-02-07
VANGUARD SMALL-CAP ETF, 132.000 SHRS   2017-04-07 2024-02-07
WISDOMTREE FLOATING RATE TRE, 1,891.000 SHRS   2023-06-22 2024-01-11
WISDOMTREE FLOATING RATE TRE, 1,000.000 SHRS   2022-06-06 2024-01-11
WISDOMTREE FLOATING RATE TRE, 193.000 SHRS   2023-06-22 2024-01-11
WISDOMTREE FLOATING RATE TRE, 198.000 SHRS   2022-06-07 2024-01-11
ISHARES RUSSELL 1000 VALUE ETF, 15.000 SHRS   2022-02-14 2024-02-07
AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF, 210.000 SHRS   2023-01-12 2024-02-07
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF, 689.000 SHRS   2023-01-23 2024-12-17
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF, 919.000 SHRS   2023-01-24 2024-12-17
VANGUARD SMALL-CAP ETF, 7.000 SHRS   2014-12-08 2024-02-07
VANGUARD SMALL-CAP ETF, 25.000 SHRS   2016-02-05 2024-02-07
VANGUARD SMALL-CAP ETF, 40.000 SHRS   2017-04-07 2024-02-07
VANGUARD SMALL-CAP ETF, 2.000 SHRS   2021-11-10 2024-02-07
ISHARES RUSSELL 1000 VALUE ETF, 2.000 SHRS   2022-02-14 2024-02-07
AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF, 14.000 SHRS   2023-01-12 2024-02-07
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF, 97.000 SHRS   2023-01-24 2024-12-17
VANGUARD SMALL-CAP ETF, 2.000 SHRS   2016-02-09 2024-02-07
VANGUARD SMALL-CAP ETF, 3.000 SHRS   2014-09-16 2024-02-07
WISDOMTREE FLOATING RATE TRE, 101.000 SHRS   2023-06-22 2024-01-11
WISDOMTREE FLOATING RATE TRE, 129.000 SHRS   2022-06-10 2024-01-11
ISHARES RUSSELL 1000 VALUE ETF, 30.000 SHRS   2022-02-14 2024-02-07
AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF, 175.000 SHRS   2023-01-12 2024-02-07
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF, 670.000 SHRS   2023-01-23 2024-12-17
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF, 826.000 SHRS   2023-01-24 2024-12-17
VANGUARD SMALL-CAP ETF, 15.000 SHRS   2016-02-05 2024-02-07
VANGUARD SMALL-CAP ETF, 61.000 SHRS   2014-09-16 2024-02-07
VANGUARD SMALL-CAP ETF, 124.000 SHRS   2021-11-10 2024-02-07
WISDOMTREE FLOATING RATE TRE, 405.000 SHRS   2023-06-22 2024-01-11
WISDOMTREE FLOATING RATE TRE, 198.000 SHRS   2022-06-08 2024-01-11
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF, 2,474.000 SHRS   2023-01-23 2024-12-17
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF, 2,563.000 SHRS   2023-01-24 2024-12-17
VANGUARD SMALL-CAP ETF, 27.000 SHRS   2017-04-07 2024-02-07
VANGUARD S&P 500 ETF, 36.000 SHRS   2014-12-08 2024-12-06
VANGUARD SMALL-CAP ETF, 52.000 SHRS   2021-11-10 2024-02-07
WISDOMTREE FLOATING RATE TRE, 276.000 SHRS   2023-06-22 2024-01-11
VANGUARD HEALTH CARE ETF, 5.000 SHRS   2021-09-14 2024-12-06
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF, 1,133.000 SHRS   2023-01-23 2024-12-17
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF, 1,405.000 SHRS   2023-01-24 2024-12-17
VANGUARD SMALL-CAP ETF, 15.000 SHRS   2017-05-18 2024-02-07
VANGUARD HEALTH CARE ETF, 70.000 SHRS   2018-09-19 2024-12-06
VANGUARD SMALL-CAP ETF, 215.000 SHRS   2021-11-10 2024-02-07
WISDOMTREE FLOATING RATE TRE, 1,087.000 SHRS   2023-06-22 2024-01-11
WISDOMTREE FLOATING RATE TRE, 397.000 SHRS   2022-06-08 2024-01-11
AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF, 556.000 SHRS   2023-01-12 2024-02-07
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF, 2,857.000 SHRS   2023-01-23 2024-12-17
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF, 4,727.000 SHRS   2023-01-24 2024-12-17
VANGUARD SMALL-CAP ETF, 76.000 SHRS   2017-04-07 2024-02-07
VANGUARD HEALTH CARE ETF, 113.000 SHRS   2018-09-19 2024-12-06
WISDOMTREE FLOATING RATE TRE, 23.000 SHRS   2022-06-09 2024-01-11
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF, 42.000 SHRS   2023-01-23 2024-12-17
VANGUARD HEALTH CARE ETF, 6.000 SHRS   2021-09-14 2024-12-06
VANGUARD SMALL-CAP ETF, 1.000 SHRS   2014-09-16 2024-02-07
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF, 238.000 SHRS   2023-01-24 2024-12-17
VANGUARD HEALTH CARE ETF, 5.000 SHRS   2022-08-30 2024-12-06
VANGUARD SMALL-CAP ETF, 6.000 SHRS   2017-04-07 2024-02-07
VANGUARD SMALL-CAP ETF, 5.000 SHRS   2016-02-05 2024-02-07
VANGUARD HEALTH CARE ETF, 8.000 SHRS   2018-09-19 2024-12-06
VANGUARD SMALL-CAP ETF, 32.000 SHRS   2021-11-10 2024-02-07
WISDOMTREE FLOATING RATE TRE, 212.000 SHRS   2023-06-22 2024-01-11
WISDOMTREE FLOATING RATE TRE, 39.000 SHRS   2022-06-09 2024-01-11
GINNIE MAE I POOL GN 490800 6% 15 NOV 2028, 0.000 SHRS   1998-12-04 2024-01-16
GINNIE MAE I POOL GN 490800 6% 15 NOV 2028, 0.000 SHRS   1998-12-04 2024-03-15
GINNIE MAE I POOL GN 490800 6% 15 NOV 2028, 0.000 SHRS   1998-12-04 2024-04-15
GINNIE MAE I POOL GN 490800 6% 15 NOV 2028, 0.000 SHRS   1998-12-04 2024-05-15
GINNIE MAE I POOL GN 490800 6% 15 NOV 2028, 0.000 SHRS   1998-12-04 2024-07-15
GINNIE MAE I POOL GN 490800 6% 15 NOV 2028, 0.000 SHRS   1998-12-04 2024-09-16
GINNIE MAE I POOL GN 490800 6% 15 NOV 2028, 0.000 SHRS   1998-12-04 2024-10-15
GINNIE MAE I POOL GN 490800 6% 15 NOV 2028, 0.000 SHRS   1998-12-04 2024-12-16
AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF, 134.000 SHRS   2023-01-12 2024-02-07
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF, 625.000 SHRS   2023-01-23 2024-12-17
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF, 1,074.000 SHRS   2023-01-24 2024-12-17
VANGUARD HEALTH CARE ETF, 38.000 SHRS   2018-09-19 2024-12-06
VANGUARD SMALL-CAP ETF, 22.000 SHRS   2021-11-10 2024-02-07
GUGGENHEIM RISK MANAGED REAL ESTATE FUND, 28.984 SHRS   2022-08-08 2024-06-21
WISDOMTREE FLOATING RATE TRE, 124.000 SHRS   2023-06-22 2024-01-11
ISHARES RUSSELL 1000 VALUE ETF, 22.000 SHRS   2022-02-14 2024-02-07
AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF, 112.000 SHRS   2023-01-12 2024-02-07
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF, 467.000 SHRS   2023-01-23 2024-12-17
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF, 578.000 SHRS   2023-01-24 2024-12-17
VANGUARD SMALL-CAP ETF, 13.000 SHRS   2016-02-05 2024-02-07
VANGUARD SMALL-CAP ETF, 22.000 SHRS   2017-04-07 2024-02-07
GUGGENHEIM RISK MANAGED REAL ESTATE FUND, 19.323 SHRS   2022-08-08 2024-06-21
WISDOMTREE FLOATING RATE TRE, 89.000 SHRS   2023-06-22 2024-01-11
ISHARES RUSSELL 1000 VALUE ETF, 13.000 SHRS   2022-02-14 2024-02-07
AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF, 84.000 SHRS   2023-01-12 2024-02-07
VANGUARD SMALL-CAP ETF, 1.000 SHRS   2015-02-05 2024-02-07
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF, 366.000 SHRS   2023-01-23 2024-12-17
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF, 457.000 SHRS   2023-01-24 2024-12-17
VANGUARD SMALL-CAP ETF, 12.000 SHRS   2017-04-07 2024-02-07
VANGUARD SMALL-CAP ETF, 10.000 SHRS   2016-02-05 2024-02-07
GUGGENHEIM RISK MANAGED REAL ESTATE FUND, 19.323 SHRS   2022-08-08 2024-06-21
ISHARES RUSSELL 1000 VALUE ETF, 11.000 SHRS   2022-02-14 2024-02-07
AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF, 63.000 SHRS   2023-01-12 2024-02-07
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF, 212.000 SHRS   2023-01-23 2024-12-17
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF, 267.000 SHRS   2023-01-24 2024-12-17
VANGUARD SMALL-CAP ETF, 4.000 SHRS   2021-11-10 2024-02-07
ISHARES RUSSELL 1000 VALUE ETF, 3.000 SHRS   2022-02-14 2024-02-07
AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF, 21.000 SHRS   2023-01-12 2024-02-07
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF, 139.000 SHRS   2023-01-23 2024-12-17
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF, 179.000 SHRS   2023-01-24 2024-12-17
VANGUARD SMALL-CAP ETF, 3.000 SHRS   2016-02-09 2024-02-07
VANGUARD SMALL-CAP ETF, 4.000 SHRS   2014-09-16 2024-02-07
VANGUARD SMALL-CAP ETF, 7.000 SHRS   2021-11-10 2024-02-07
GUGGENHEIM RISK MANAGED REAL ESTATE FUND, 9.661 SHRS   2022-08-08 2024-06-21
ISHARES RUSSELL 1000 VALUE ETF, 5.000 SHRS   2022-02-14 2024-02-07
AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF, 28.000 SHRS   2023-01-12 2024-02-07
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF, 154.000 SHRS   2023-01-23 2024-12-17
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF, 194.000 SHRS   2023-01-24 2024-12-17
VANGUARD SMALL-CAP ETF, 5.000 SHRS   2017-04-07 2024-02-07
VANGUARD SMALL-CAP ETF, 112.000 SHRS   2021-11-10 2024-02-07
GUGGENHEIM RISK MANAGED REAL ESTATE FUND, 183.570 SHRS   2022-08-08 2024-06-21
WISDOMTREE FLOATING RATE TRE, 628.000 SHRS   2023-06-22 2024-01-11
WISDOMTREE FLOATING RATE TRE, 298.000 SHRS   2022-06-09 2024-01-11
ISHARES RUSSELL 1000 VALUE ETF, 52.000 SHRS   2022-02-14 2024-02-07
AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF, 589.000 SHRS   2023-01-12 2024-02-07
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF, 1,910.000 SHRS   2023-01-23 2024-12-17
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF, 2,363.000 SHRS   2023-01-24 2024-12-17
VANGUARD SMALL-CAP ETF, 43.000 SHRS   2017-04-07 2024-02-07
VANGUARD SMALL-CAP ETF, 10.000 SHRS   2021-11-10 2024-02-07
GUGGENHEIM RISK MANAGED REAL ESTATE FUND, 9.661 SHRS   2022-08-08 2024-06-21
WISDOMTREE FLOATING RATE TRE, 54.000 SHRS   2023-06-22 2024-01-11
ISHARES RUSSELL 1000 VALUE ETF, 9.000 SHRS   2022-02-14 2024-02-07
AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF, 49.000 SHRS   2023-01-12 2024-02-07
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF, 125.000 SHRS   2023-01-23 2024-12-17
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF, 160.000 SHRS   2023-01-24 2024-12-17
VANGUARD SMALL-CAP ETF, 1.000 SHRS   2014-12-08 2024-02-07
VANGUARD SMALL-CAP ETF, 5.000 SHRS   2016-02-09 2024-02-07
VANGUARD SMALL-CAP ETF, 10.000 SHRS   2017-04-07 2024-02-07
VANGUARD SMALL-CAP ETF, 469.000 SHRS   2021-11-10 2024-02-07
GUGGENHEIM RISK MANAGED REAL ESTATE FUND, 946.830 SHRS   2022-08-08 2024-06-21
WISDOMTREE FLOATING RATE TRE, 1,271.000 SHRS   2023-06-22 2024-01-11
WISDOMTREE FLOATING RATE TRE, 1,987.000 SHRS   2022-06-06 2024-01-11
ISHARES RUSSELL 1000 VALUE ETF, 580.000 SHRS   2022-02-14 2024-02-07
AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF, 2,981.000 SHRS   2023-01-12 2024-02-07
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF, 13,005.000 SHRS   2023-01-23 2024-12-17
VANGUARD SMALL-CAP ETF, 209.000 SHRS   2016-02-09 2024-02-07
VANGUARD SMALL-CAP ETF, 475.000 SHRS   2017-04-07 2024-02-07
VANGUARD SMALL-CAP ETF, 223.000 SHRS   2021-11-10 2024-02-07
WISDOMTREE FLOATING RATE TRE, 624.000 SHRS   2023-06-22 2024-01-11
WISDOMTREE FLOATING RATE TRE, 496.000 SHRS   2022-06-08 2024-01-11
GINNIE MAE I POOL GN 490800 6% 15 NOV 2028, 0.000 SHRS   1998-12-04 2024-01-16
GINNIE MAE I POOL GN 490800 6% 15 NOV 2028, 0.000 SHRS   1998-12-04 2024-02-15
GINNIE MAE I POOL GN 490800 6% 15 NOV 2028, 0.000 SHRS   1998-12-04 2024-03-15
GINNIE MAE I POOL GN 490800 6% 15 NOV 2028, 0.000 SHRS   1998-12-04 2024-04-15
GINNIE MAE I POOL GN 490800 6% 15 NOV 2028, 0.000 SHRS   1998-12-04 2024-06-17
GINNIE MAE I POOL GN 490800 6% 15 NOV 2028, 0.000 SHRS   1998-12-04 2024-07-15
GINNIE MAE I POOL GN 490800 6% 15 NOV 2028, 0.000 SHRS   1998-12-04 2024-08-15
GINNIE MAE I POOL GN 490800 6% 15 NOV 2028, 0.000 SHRS   1998-12-04 2024-09-16
GINNIE MAE I POOL GN 490800 6% 15 NOV 2028, 0.000 SHRS   1998-12-04 2024-10-15
GINNIE MAE I POOL GN 490800 6% 15 NOV 2028, 0.000 SHRS   1998-12-04 2024-11-15
GINNIE MAE I POOL GN 490800 6% 15 NOV 2028, 0.000 SHRS   1998-12-04 2024-12-16
GINNIE MAE I POOL GN 490800 6% 15 NOV 2028, 0.000 SHRS   1998-12-04 2024-05-15
AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF, 1,031.000 SHRS   2023-01-12 2024-02-07
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF, 4,491.000 SHRS   2023-01-23 2024-12-17
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF, 5,544.000 SHRS   2023-01-24 2024-12-17
VANGUARD SMALL-CAP ETF, 182.000 SHRS   2017-04-07 2024-02-07
VANGUARD SMALL-CAP ETF, 13.000 SHRS   2021-11-10 2024-02-07
WISDOMTREE FLOATING RATE TRE, 72.000 SHRS   2023-06-22 2024-01-11
ISHARES RUSSELL 1000 VALUE ETF, 11.000 SHRS   2022-02-14 2024-02-07
AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF, 70.000 SHRS   2023-01-12 2024-02-07
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF, 188.000 SHRS   2023-01-23 2024-12-17
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF, 233.000 SHRS   2023-01-24 2024-12-17
VANGUARD SMALL-CAP ETF, 1.000 SHRS   2016-02-09 2024-02-07
VANGUARD SMALL-CAP ETF, 10.000 SHRS   2017-04-07 2024-02-07
VANGUARD SMALL-CAP ETF, 26.000 SHRS   2021-11-10 2024-02-07
WISDOMTREE FLOATING RATE TRE, 149.000 SHRS   2023-06-22 2024-01-11
WISDOMTREE FLOATING RATE TRE, 39.000 SHRS   2022-06-10 2024-01-11
ISHARES RUSSELL 1000 VALUE ETF, 26.000 SHRS   2022-02-14 2024-02-07
AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF, 147.000 SHRS   2023-01-12 2024-02-07
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF, 434.000 SHRS   2023-01-23 2024-12-17
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF, 544.000 SHRS   2023-01-24 2024-12-17
VANGUARD SMALL-CAP ETF, 16.000 SHRS   2017-04-07 2024-02-07
VANGUARD SMALL-CAP ETF, 21.000 SHRS   2021-11-10 2024-02-07
GUGGENHEIM RISK MANAGED REAL ESTATE FUND, 28.984 SHRS   2022-08-08 2024-06-21
ISHARES RUSSELL 1000 VALUE ETF, 21.000 SHRS   2022-02-14 2024-02-07
AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF, 112.000 SHRS   2023-01-12 2024-02-07
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF, 477.000 SHRS   2023-01-23 2024-12-17
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF, 598.000 SHRS   2023-01-24 2024-12-17
VANGUARD SMALL-CAP ETF, 8.000 SHRS   2017-04-07 2024-02-07
VANGUARD SMALL-CAP ETF, 21.000 SHRS   2021-11-10 2024-02-07
WISDOMTREE FLOATING RATE TRE, 270.000 SHRS   2023-06-22 2024-01-11
WISDOMTREE FLOATING RATE TRE, 198.000 SHRS   2022-06-09 2024-01-11
ISHARES RUSSELL 1000 VALUE ETF, 30.000 SHRS   2022-02-14 2024-02-07
AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF, 322.000 SHRS   2023-01-12 2024-02-07
VANGUARD SMALL-CAP ETF, 4.000 SHRS   2016-02-09 2024-02-07
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF, 1,345.000 SHRS   2023-01-23 2024-12-17
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF, 1,663.000 SHRS   2023-01-24 2024-12-17
VANGUARD SMALL-CAP ETF, 50.000 SHRS   2017-04-07 2024-02-07
GUGGENHEIM RISK MANAGED REAL ESTATE FUND, 9.661 SHRS   2022-08-08 2024-06-21
WISDOMTREE FLOATING RATE TRE, 65.000 SHRS   2023-06-22 2024-01-11
ISHARES RUSSELL 1000 VALUE ETF, 12.000 SHRS   2022-02-14 2024-02-07
AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF, 63.000 SHRS   2023-01-12 2024-02-07
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF, 226.000 SHRS   2023-01-23 2024-12-17
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF, 286.000 SHRS   2023-01-24 2024-12-17
VANGUARD SMALL-CAP ETF, 51.000 SHRS   2021-11-10 2024-02-07
WISDOMTREE FLOATING RATE TRE, 178.000 SHRS   2022-06-09 2024-01-11
ISHARES RUSSELL 1000 VALUE ETF, 53.000 SHRS   2022-02-14 2024-02-07
AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF, 273.000 SHRS   2023-01-12 2024-02-07
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF, 873.000 SHRS   2023-01-23 2024-12-17
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF, 1,084.000 SHRS   2023-01-24 2024-12-17
VANGUARD SMALL-CAP ETF, 28.000 SHRS   2017-04-07 2024-02-07
VANGUARD SMALL-CAP ETF, 7.000 SHRS   2021-11-10 2024-02-07
GUGGENHEIM RISK MANAGED REAL ESTATE FUND, 9.661 SHRS   2022-08-08 2024-06-21
WISDOMTREE FLOATING RATE TRE, 39.000 SHRS   2023-06-22 2024-01-11
ISHARES RUSSELL 1000 VALUE ETF, 7.000 SHRS   2022-02-14 2024-02-07
AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF, 35.000 SHRS   2023-01-12 2024-02-07
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF, 135.000 SHRS   2023-01-23 2024-12-17
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF, 170.000 SHRS   2023-01-24 2024-12-17
VANGUARD SMALL-CAP ETF, 7.000 SHRS   2017-04-07 2024-02-07
VANGUARD SMALL-CAP ETF, 6.000 SHRS   2016-02-09 2024-02-07
VANGUARD SMALL-CAP ETF, 105.000 SHRS   2021-11-10 2024-02-07
GUGGENHEIM RISK MANAGED REAL ESTATE FUND, 164.246 SHRS   2022-08-08 2024-06-21
WISDOMTREE FLOATING RATE TRE, 590.000 SHRS   2023-06-22 2024-01-11
WISDOMTREE FLOATING RATE TRE, 497.000 SHRS   2022-06-09 2024-01-11
ISHARES RUSSELL 1000 VALUE ETF, 108.000 SHRS   2022-02-14 2024-02-07
AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF, 526.000 SHRS   2023-01-12 2024-02-07
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF, 2,074.000 SHRS   2023-01-23 2024-12-17
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF, 2,563.000 SHRS   2023-01-24 2024-12-17
VANGUARD SMALL-CAP ETF, 59.000 SHRS   2017-04-07 2024-02-07
VANGUARD SMALL-CAP ETF, 106.000 SHRS   2021-11-10 2024-02-07
WISDOMTREE FLOATING RATE TRE, 567.000 SHRS   2023-06-22 2024-01-11
WISDOMTREE FLOATING RATE TRE, 437.000 SHRS   2022-06-09 2024-01-11
AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF, 229.000 SHRS   2023-01-12 2024-02-07
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF, 1,467.000 SHRS   2023-01-23 2024-12-17
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF, 2,407.000 SHRS   2023-01-24 2024-12-17
VANGUARD SMALL-CAP ETF, 31.000 SHRS   2017-04-07 2024-02-07
VANGUARD HEALTH CARE ETF, 113.000 SHRS   2018-09-19 2024-12-06
GUGGENHEIM RISK MANAGED REAL ESTATE FUND, 19.323 SHRS   2022-08-08 2024-06-21
WISDOMTREE FLOATING RATE TRE, 41.000 SHRS   2023-06-22 2024-01-11
ISHARES RUSSELL 1000 VALUE ETF, 12.000 SHRS   2022-02-14 2024-02-07
AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF, 63.000 SHRS   2023-01-12 2024-02-07
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF, 154.000 SHRS   2023-01-23 2024-12-17
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF, 194.000 SHRS   2023-01-24 2024-12-17
GUGGENHEIM RISK MANAGED REAL ESTATE FUND, 9.661 SHRS   2022-08-08 2024-06-21
WISDOMTREE FLOATING RATE TRE, 60.000 SHRS   2023-06-22 2024-01-11
ISHARES RUSSELL 1000 VALUE ETF, 10.000 SHRS   2022-02-14 2024-02-07
AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF, 56.000 SHRS   2023-01-12 2024-02-07
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF, 110.000 SHRS   2023-01-23 2024-12-17
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF, 145.000 SHRS   2023-01-24 2024-12-17
VANGUARD SMALL-CAP ETF, 22.000 SHRS   2021-11-10 2024-02-07
WISDOMTREE FLOATING RATE TRE, 303.000 SHRS   2023-06-22 2024-01-11
WISDOMTREE FLOATING RATE TRE, 119.000 SHRS   2022-06-09 2024-01-11
ISHARES RUSSELL 1000 VALUE ETF, 35.000 SHRS   2022-02-14 2024-02-07
AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF, 322.000 SHRS   2023-01-12 2024-02-07
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF, 1,437.000 SHRS   2023-01-23 2024-12-17
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF, 1,750.000 SHRS   2023-01-24 2024-12-17
VANGUARD SMALL-CAP ETF, 10.000 SHRS   2014-12-08 2024-02-07
VANGUARD SMALL-CAP ETF, 51.000 SHRS   2017-04-07 2024-02-07
VANGUARD SMALL-CAP ETF, 40.000 SHRS   2016-02-09 2024-02-07
VANGUARD SMALL-CAP ETF, 33.000 SHRS   2021-11-10 2024-02-07
WISDOMTREE FLOATING RATE TRE, 119.000 SHRS   2022-06-10 2024-01-11
ISHARES RUSSELL 1000 VALUE ETF, 25.000 SHRS   2022-02-14 2024-02-07
AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF, 189.000 SHRS   2023-01-12 2024-02-07
VANGUARD SMALL-CAP ETF, 3.000 SHRS   2017-04-07 2024-02-07
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF, 998.000 SHRS   2023-01-23 2024-12-17
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF, 1,230.000 SHRS   2023-01-24 2024-12-17
ISHARES CORE MSCI EAFE ETF, 202.000 SHRS   2019-08-21 2024-12-04
VANGUARD SMALL-CAP ETF, 31.000 SHRS   2021-11-10 2024-02-07
WISDOMTREE FLOATING RATE TRE, 437.000 SHRS   2023-06-22 2024-01-11
WISDOMTREE FLOATING RATE TRE, 497.000 SHRS   2022-06-09 2024-01-11
AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF, 575.000 SHRS   2023-01-12 2024-02-07
VANGUARD SMALL-CAP ETF, 10.000 SHRS   2015-11-23 2024-02-07
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF, 2,455.000 SHRS   2023-01-23 2024-12-17
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF, 3,029.000 SHRS   2023-01-24 2024-12-17
VANGUARD SMALL-CAP ETF, 26.000 SHRS   2014-12-08 2024-02-07
VANGUARD SMALL-CAP ETF, 92.000 SHRS   2017-04-07 2024-02-07
VANGUARD SMALL-CAP ETF, 65.000 SHRS   2016-02-09 2024-02-07
VANGUARD SMALL-CAP ETF, 73.000 SHRS   2021-11-10 2024-02-07
GUGGENHEIM RISK MANAGED REAL ESTATE FUND, 125.600 SHRS   2022-08-08 2024-06-21
WISDOMTREE FLOATING RATE TRE, 318.000 SHRS   2022-06-09 2024-01-11
AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF, 420.000 SHRS   2023-01-12 2024-02-07
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF, 1,968.000 SHRS   2023-01-23 2024-12-17
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF, 2,426.000 SHRS   2023-01-24 2024-12-17
VANGUARD SMALL-CAP ETF, 76.000 SHRS   2018-09-05 2024-02-07
INVESCO QQQ TRUST SERIES 1, 1.614 SHRS   2024-07-12 2024-07-12
VANGUARD GROWTH ETF, 10.000 SHRS   2024-11-13 2024-11-13
INVESCO QQQ TRUST SERIES 1, 10.000 SHRS   2024-11-13 2024-11-13
INVESCO QQQ TRUST SERIES 1, 18.386 SHRS   2024-07-12 2024-07-12
INVESCO QQQ TRUST SERIES 1, 20.000 SHRS   2024-12-20 2024-12-20
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 64,589   63,110 1,479
b 16,821   19,061 -2,240
c 121,605   118,903 2,702
d 36,709   35,932 777
e 200,000   199,188 812
70,424   80,592 -10,168
27,503   17,413 10,090
95,050   95,609 -559
50,265   50,395 -130
9,701   9,758 -57
9,952   9,976 -24
2,492   2,439 53
7,863   7,684 179
14,551   14,231 320
19,409   18,977 432
1,458   821 637
5,209   2,473 2,736
8,334   5,277 3,057
417   477 -60
332   325 7
524   512 12
2,049   2,003 46
417   192 225
625   345 280
5,077   5,107 -30
6,484   6,501 -17
4,983   4,878 105
6,553   6,403 150
14,150   13,839 311
17,445   17,057 388
3,125   1,484 1,641
12,710   7,015 5,695
25,836   29,566 -3,730
20,357   20,477 -120
9,952   9,976 -24
52,249   51,099 1,150
54,129   52,926 1,203
5,626   3,562 2,064
20,127   6,814 13,313
10,834   12,399 -1,565
13,873   13,955 -82
1,338   1,291 47
23,928   23,402 526
29,673   29,013 660
3,125   1,968 1,157
18,729   12,424 6,305
44,796   51,264 -6,468
54,638   54,959 -321
19,955   20,004 -49
20,818   20,344 474
60,338   59,010 1,328
99,831   97,613 2,218
15,835   10,026 5,809
30,252   20,055 10,197
1,156   1,159 -3
887   867 20
1,606   1,549 57
208   115 93
5,026   4,915 111
1,338   1,164 174
1,250   792 458
1,042   495 547
2,141   1,420 721
6,667   7,630 -963
10,656   10,719 -63
1,960   1,965 -5
1   1 0
1   1 0
1   1 0
1   1 0
1   1 0
1   1 0
1   1 0
1   1 0
5,017   4,903 114
13,200   12,909 291
22,682   22,178 504
10,172   6,744 3,428
4,584   5,246 -662
901   1,021 -120
6,233   6,269 -36
3,654   3,577 77
4,194   4,098 96
9,863   9,646 217
12,207   11,936 271
2,709   1,283 1,426
4,584   2,902 1,682
601   681 -80
4,474   4,500 -26
2,159   2,114 45
3,145   3,074 71
208   118 90
7,730   7,560 170
9,652   9,437 215
2,500   1,583 917
2,084   987 1,097
601   681 -80
1,827   1,788 39
2,359   2,305 54
4,477   4,379 98
5,639   5,514 125
833   954 -121
498   488 10
786   768 18
2,936   2,871 65
3,780   3,696 84
625   288 337
833   460 373
1,458   1,669 -211
300   340 -40
831   813 18
1,048   1,025 23
3,252   3,181 71
4,097   4,006 91
1,042   660 382
23,336   26,705 -3,369
5,707   6,467 -760
31,566   31,752 -186
14,979   15,013 -34
8,637   8,454 183
22,054   21,552 502
40,338   39,450 888
49,905   48,796 1,109
8,959   5,672 3,287
2,084   2,384 -300
300   340 -40
2,714   2,730 -16
1,495   1,463 32
1,835   1,793 42
2,640   2,582 58
3,379   3,304 75
208   117 91
1,042   481 561
2,084   1,319 765
97,718   111,827 -14,109
29,437   33,357 -3,920
63,886   64,262 -376
99,876   100,138 -262
96,341   94,300 2,041
111,618   109,075 2,543
274,656   268,613 6,043
43,546   20,097 23,449
98,968   62,661 36,307
46,463   53,171 -6,708
31,365   31,549 -184
24,931   24,993 -62
4   4 0
4   4 0
4   4 0
4   4 0
4   4 0
4   4 0
4   4 0
4   4 0
4   4 0
4   4 0
4   4 0
5   5 0
38,604   37,724 880
94,847   92,760 2,087
117,085   114,484 2,601
37,921   24,017 13,904
2,709   3,100 -391
3,619   3,640 -21
1,827   1,788 39
2,621   2,561 60
3,970   3,883 87
4,921   4,811 110
208   96 112
2,084   1,319 765
5,417   6,199 -782
7,489   7,533 -44
1,960   1,966 -6
4,319   4,227 92
5,504   5,379 125
9,166   8,964 202
11,489   11,234 255
3,334   2,111 1,223
4,375   5,007 -632
901   1,021 -120
3,488   3,414 74
4,194   4,098 96
10,074   9,852 222
12,629   12,349 280
1,667   1,055 612
4,375   5,007 -632
13,571   13,651 -80
9,952   9,977 -25
4,983   4,878 105
12,057   11,782 275
833   385 448
28,405   27,780 625
35,121   34,341 780
10,418   6,596 3,822
300   340 -40
3,267   3,286 -19
1,993   1,951 42
2,359   2,305 54
4,773   4,668 105
6,040   5,906 134
10,626   12,160 -1,534
8,947   8,969 -22
8,804   8,617 187
10,222   9,989 233
18,437   18,031 406
22,893   22,385 508
5,834   3,694 2,140
1,458   1,669 -211
300   340 -40
1,960   1,972 -12
1,163   1,138 25
1,311   1,281 30
2,851   2,788 63
3,590   3,511 79
1,458   923 535
1,250   577 673
21,877   25,036 -3,159
5,106   5,786 -680
29,656   29,830 -174
24,982   25,038 -56
17,939   17,559 380
19,695   19,246 449
43,801   42,838 963
54,129   52,926 1,203
12,293   7,783 4,510
22,086   25,274 -3,188
28,500   28,668 -168
21,966   22,015 -49
8,574   8,379 195
30,982   30,300 682
50,834   49,705 1,129
6,459   4,089 2,370
30,239   20,055 10,184
601   681 -80
2,061   2,073 -12
1,993   1,951 42
2,359   2,305 54
3,252   3,181 71
4,097   4,006 91
300   340 -40
3,016   3,034 -18
1,661   1,626 35
2,097   2,049 48
2,323   2,272 51
3,062   2,994 68
4,584   5,246 -662
15,230   15,320 -90
5,981   5,995 -14
5,814   5,691 123
12,057   11,782 275
30,348   29,681 667
36,959   36,138 821
2,084   1,172 912
10,626   6,719 3,907
8,334   3,846 4,488
6,876   7,868 -992
5,981   5,997 -16
4,153   4,065 88
7,077   6,916 161
625   396 229
21,077   20,613 464
25,977   25,400 577
14,990   11,942 3,048
6,459   7,392 -933
21,966   22,095 -129
24,982   25,038 -56
21,530   21,039 491
2,084   1,155 929
51,848   50,707 1,141
63,970   62,549 1,421
5,417   3,048 2,369
19,169   12,136 7,033
13,543   6,250 7,293
15,210   17,406 -2,196
3,905   4,425 -520
15,984   16,019 -35
15,726   15,368 358
41,563   40,648 915
51,235   50,097 1,138
15,835   12,547 3,288
795   812 -17
4,089   4,085 4
5,123   5,138 -15
9,055   9,248 -193
10,425   10,329 96
1,433     1,433
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       1,479
b       -2,240
c       2,702
d       777
e       812
      -10,168
      10,090
      -559
      -130
      -57
      -24
      53
      179
      320
      432
      637
      2,736
      3,057
      -60
      7
      12
      46
      225
      280
      -30
      -17
      105
      150
      311
      388
      1,641
      5,695
      -3,730
      -120
      -24
      1,150
      1,203
      2,064
      13,313
      -1,565
      -82
      47
      526
      660
      1,157
      6,305
      -6,468
      -321
      -49
      474
      1,328
      2,218
      5,809
      10,197
      -3
      20
      57
      93
      111
      174
      458
      547
      721
      -963
      -63
      -5
      0
      0
      0
      0
      0
      0
      0
      0
      114
      291
      504
      3,428
      -662
      -120
      -36
      77
      96
      217
      271
      1,426
      1,682
      -80
      -26
      45
      71
      90
      170
      215
      917
      1,097
      -80
      39
      54
      98
      125
      -121
      10
      18
      65
      84
      337
      373
      -211
      -40
      18
      23
      71
      91
      382
      -3,369
      -760
      -186
      -34
      183
      502
      888
      1,109
      3,287
      -300
      -40
      -16
      32
      42
      58
      75
      91
      561
      765
      -14,109
      -3,920
      -376
      -262
      2,041
      2,543
      6,043
      23,449
      36,307
      -6,708
      -184
      -62
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      880
      2,087
      2,601
      13,904
      -391
      -21
      39
      60
      87
      110
      112
      765
      -782
      -44
      -6
      92
      125
      202
      255
      1,223
      -632
      -120
      74
      96
      222
      280
      612
      -632
      -80
      -25
      105
      275
      448
      625
      780
      3,822
      -40
      -19
      42
      54
      105
      134
      -1,534
      -22
      187
      233
      406
      508
      2,140
      -211
      -40
      -12
      25
      30
      63
      79
      535
      673
      -3,159
      -680
      -174
      -56
      380
      449
      963
      1,203
      4,510
      -3,188
      -168
      -49
      195
      682
      1,129
      2,370
      10,184
      -80
      -12
      42
      54
      71
      91
      -40
      -18
      35
      48
      51
      68
      -662
      -90
      -14
      123
      275
      667
      821
      912
      3,907
      4,488
      -992
      -16
      88
      161
      229
      464
      577
      3,048
      -933
      -129
      -56
      491
      929
      1,141
      1,421
      2,369
      7,033
      7,293
      -2,196
      -520
      -35
      358
      915
      1,138
      3,288
      -17
      4
      -15
      -193
      96
      1,433
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 2 196,047
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 9,829
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 9,829
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 9,829
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 10,000
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 10,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 124
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 47
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow47 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
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 arrow
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 .Click to see attachment
List of Attached Documents:
// Content
8b
 
No
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 2024 or the taxable year beginning in 2024? 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 arrowMERIDENFOUNDATION.ORG
14
The books are in care ofright arrowWEBSTER BANK NA Telephone no.right arrow (860) 692-1751

Located atright arrow123 BANK STREETWATERBURYCT ZIP+4right arrow06702
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 2024, 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 (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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)
Yes
 
(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
 
No
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
EDWARD GRADY DISTRIBUTION COMMITTEE
1.00 		0 0 0
60 WOODRUFF CIRCLE
BERLIN,CT06037
BRUCE BURCHSTED DISTRIBUTION COMMITTEE
1.00 		0 0 0
16 SPICE APPLE LANE
MERIDEN,CT06450
WEBSTER BANK NA TRUSTEE
5.00 		226,935 0 0
123 BANK STREET
WATERBURY,CT06702
COLIN MAHON CHAIR, DISTRIBUTION COMMIT
1.00 		0 0 0
636 BROAD ST
MERIDEN,CT06450
FRANK RIDLEY DISTRIBUTION COMMITTEE
1.00 		0 0 0
22 PARK PLACE
MERIDEN,CT06451
JASON TEAL DISTRIBUTION COMMITTEE
1.00 		0 0 0
1510 NORTH BROAD ST
MERIDEN,CT06450
FRANCISCA OYOGOA DISTRIBUTION COMMITTEE
1.00 		0 0 0
145 HARBOR POND DR A 13A
MERIDEN,CT06450
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 (2024)
Form 990-PF (2024)
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 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  
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 (2024)
Form 990-PF (2024)
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
23,117,676
b
Average of monthly cash balances.......................
1b
2,269,409
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
25,387,085
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
25,387,085
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
380,806
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
25,006,279
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,250,314
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
1,250,314
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
9,829
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
9,829
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,240,485
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,240,485
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
1,240,485
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
1,361,706
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
1,361,706
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 1,240,485
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 28,566
b From 2020...... 107,860
c From 2021......  
d From 2022......  
e From 2023...... 24,396
f Total of lines 3a through e ........ 160,822
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 1,361,706
a Applied to 2023, 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 2024 distributable amount..... 1,240,485
e Remaining amount distributed out of corpus 121,221
5 Excess distributions carryover applied to 2024. 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 5 282,043
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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 2019 not
applied on line 5 or line 7 (see instructions) ... 		28,566
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		253,477
10 Analysis of line 9:
a Excess from 2020.... 107,860
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023.... 24,396
e Excess from 2024.... 121,221
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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:
PAUL M MCAFEE WEBSTER BANK NA
123 BANK STREET
WATERBURY,CT06702
(860) 692-1751
bThe form in which applications should be submitted and information and materials they should include:
GRANTS-MUST BE IN WRITING ON ORGANIZATION LETTERHEAD STATING PURPOSE SCHOLARSHIP-NEED PROOF OF QUALIFICATIONS AND COMPLETED APPLICATION
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
REQUESTS SHOULD BENEFIT THE GREATER MERIDEN AREA
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

ALBERTUS MAGNUS COLLEGE ON BEHALF OF COOPER JOSHUA

700 PROSPECT STREET
NEW HAVEN,CT06511 		NONE N/A SCHOLARSHIP 5,000

AMERICAN CANCER SOCIETY

PO BOX 720366
OKLAHOMA CITY,OK73172 		NONE PUBLIC CHARITY GENERAL USE 940

AMERICAN CANCER SOCIETY

PO BOX 720366
OKLAHOMA CITY,OK73172 		NONE PUBLIC CHARITY GENERAL USE 14,375

AMERICAN HEART ASSOCIATION

122 EAST 42BD ST 18TH FL
NEW YORK,NY10168 		NONE PUBLIC CHARITY GENERAL USE 14,375

AMERICAN LUNG ASSOCIATION OF CT

45 ASH STREET
EAST HARTFORD,CT06108 		NONE PUBLIC CHARITY GENERAL USE 940

AMERICAN LUNG ASSOCIATION OF CT

45 ASH STREET
EAST HARTFORD,CT06108 		NONE PUBLIC CHARITY GENERAL USE 14,375

AMERICAN RED CROSS

144 SOUTH MAIN STREET
WALLINGFORD,CT06492 		NONE PUBLIC CHARITY GENERAL USE 14,375

ANIMAL FRIENDS OF CT

PO BOX 370306
WEST HARTFORD,CT06137 		NONE PUBLIC CHARITY GENERAL USE 1,600

ANIMAL PROTECTION INSTITURE

PO BOX 22505
SACRAMENTO,CA95822 		NONE PUBLIC CHARITY GENERAL USE 1,600

ASSOCIATED HUMANE SOCIETIES

124 EVERGREEN AVENUE
NEWARK,NJ07114 		NONE PUBLIC CHARITY GENERAL USE 1,600
BABCOCK ROBERT


185 ASYLUM STREET
HARTFORD,CT06103 		NONE N/A SCHOLARSHIP 1,600

BALL HEADZ INC

55 WEST MAIN ST
MERIDEN,CT06451 		NONE PUBLIC CHARITY GENERAL 15,000

BEAT THE STREET COMMUNITY CENTER

121 S COLONY STREET
MERIDEN,CT06450 		NONE PUBLIC CHARITY GENERAL 25,000

BEST FRIENDS ANIMAL SANCTUARY

5001 ANGEL CANYON RD
KANAB,UT84741 		NONE PUBLIC CHARITY GENERAL USE 1,600

BOYS & GIRLS CLUB OF MERIDEN

15 LINCOLN STREET
MERIDEN,CT06451 		NONE PUBLIC CHARITY GENERAL 27,000

BOYS & GIRLS CLUB OF MERIDEN

15 LINCOLN STREET
MERIDEN,CT06451 		NONE PUBLIC CHARITY GENERAL USE 14,375

BRD OF WORLD MISSION OF EVANG COVENANT CHURCH

5101 NO FRANSISCO AVENUE
CHICAGO,IL60625 		NONE PUBLIC CHARITY GENERAL USE 940

BROWN UNIVERSITY ON BEHALF OF BENIGNI BRIA

164 ANGELL STREET 2ND FL
PROVIDENCE,RI02912 		NONE N/A SCHOLARSHIP 5,000

BROWN UNIVERSITY ON BEHALF OF NGUYEN HAVI

164 ANGELL STREET 2ND FL
PROVIDENCE,RI02912 		NONE N/A SCHOLARSHIP 5,000
BROWN TANNER


185 ASYLUM STREET
HARTFORD,CT06103 		NONE N/A SCHOLARSHIP 800
CAMPERLENGO MICHAEL


185 ASYLUM STREET
HARTFORD,CT06103 		NONE N/A SCHOLARSHIP 1,600

CENTRAL CONNECTICUT STATE UNIVERSITY ON BEHALF OF ARICHAVALA JAYSON

PO BOX 4010
NEW BRITAIN,CT06050 		NONE N/A SCHOLARSHIP 5,000

CENTRAL CONNECTICUT STATE UNIVERSITY ON BEHALF OF BALL STEFANIE

PO BOX 4010
NEW BRITAIN,CT06050 		NONE N/A SCHOLARSHIP 5,000

CENTRAL CONNECTICUT STATE UNIVERSITY ON BEHALF OF CALLOWAY ZARIA

PO BOX 4010
NEW BRITAIN,CT06050 		NONE N/A SCHOLARSHIP 5,000

CENTRAL CONNECTICUT STATE UNIVERSITY ON BEHALF OF PIRRUCCIO RYAN

PO BOX 4010
NEW BRITAIN,CT06050 		NONE N/A SCHOLARSHIP 10,000

CHANGE THE PLAY

74 CAMBRIDGE ST
MERIDEN,CT06450 		NONE PUBLIC CHARITY GENERAL 13,000

CHURCH OF THE HOLY ANGELS

915 MAIN STREET
MERIDEN,CT06451 		NONE PUBLIC CHARITY GENERAL USE 2,875

CONN CHILDRENS MEDICAL CENTER

12 CHARTER OAK PLACE
HARTFORD,CT06106 		NONE PUBLIC CHARITY GENERAL USE 14,375

CONNECTICUT FOODSHRE

2 RESEARCH PARKWAY
WALLINGFORD,CT06492 		NONE PUBLIC CHARITY GENERAL 8,000

COVENANT HOME

MISSIONARY ROAD
CROMWELL,CT06416 		NONE PUBLIC CHARITY GENERAL USE 940

CUSTER DYLAN

185 ASYLUM STREET
HARTFORD,CT06103 		NONE N/A GENERAL USE 1,600

DEDICATED AND EVERLASTING LOVE TO ANIMALS

PO BOX 9
GLENDALE,CA91209 		NONE PUBLIC CHARITY GENERAL USE 1,600

EASTER SEAL REHABILITATION

158 STATE STREET
MERIDEN,CT06450 		NONE PUBLIC CHARITY GENERAL USE 14,375

EASTERN CONNECTICUT STATE UNVERSITY ON BEHALF OF HURLBURT SAMUEL

83 WINDHAM STREET
WILLIMANTIC,CT06226 		NONE N/A SCHOLARSHIP 5,000

FARM SANCUTARY

PO BOX 150
WAKINS GLEN,NY14891 		NONE PUBLIC CHARITY GENERAL USE 1,600

FIRST BAPTIST CHURCH

460 BROAD STREET
MERIDEN,CT06450 		NONE PUBLIC CHARITY GENERAL USE 23,000

FIRST BAPTIST CHURCH

460 BROAD STREET
MERIDEN,CT06450 		NONE PUBLIC CHARITY GENERAL USE 5,200

FIRST CONGREGATIONAL CHURCH

62 COLONY STREET
MERIDEN,CT06451 		NONE PUBLIC CHARITY GENERAL USE 940

FIRST UNITED METHODIST CHURCH

15 PLEASANT STREET
MERIDEN,CT06450 		NONE PUBLIC CHARITY GENERAL USE 7,040

FISCHER NICHOLAS

185 ASYLUM STREET
HARTFORD,CT06103 		NONE N/A GENERAL USE 1,600

FORDHAM UNIVERSITY ON BEHALF OF GHIDINI JACQUELYN

441 E FORDHAM ROAD
BRONX,NY10458 		NONE N/A SCHOLARSHIP 5,000

FRIEND OF THE MERIDEN PUBLIC LIBRARY

470 LEWIS AVE
MERIDEN,CT06450 		NONE PUBLIC CHARITY GENERAL 20,000

GAYLORD HOSPITAL

GAYLORD FARM ROAD
WALLINGFORD,CT06492 		NONE PUBLIC CHARITY GENERAL USE 14,375

GIRLS INC

130 LINCOLN STREET
MERIDEN,CT06451 		NONE PUBLIC CHARITY GENERAL 28,000

HALLY MARK

185 ASYLUM STREET
HARTFORD,CT06103 		NONE N/A GENERAL USE -1,000

HUMANE FARMING ASSOC

76 BELVEDERE STREET
SAN RAFAEL,CA94901 		NONE PUBLIC CHARITY GENERAL USE 1,600

IMMANUEL LUTHERAN CHURCH

154 MEADOW STREET
BRISTOL,CT06010 		NONE PUBLIC CHARITY GENERAL USE 24,000

INTERNATIONAL FUND FOR ANIMAL WELFARE

765 ATTUCKS LANE
HYANNIS,MA02601 		NONE PUBLIC CHARITY GENERAL USE 1,600

ITHACA COLLEGE ON BEHALF OF CASSIDY RORY

953 DANBY ROAD
ITHACA,NY14850 		NONE N/A SCHOLARSHIP 5,000

LIBERTY UNIVERSITY ON BEHALF OF DIBBLE ABRIELLE

1971 UNIVERSITY BLVD
LYNCHBURG,VA24515 		NONE N/A SCHOLARSHIP 5,000

LITERACY VOLUNTEERS

14 WEST MAIN STREET
MERIDEN,CT06451 		NONE PUBLIC CHARITY GENERAL 10,000

MACALASTER COLLEGE ON BEHALF OF BRUENN CLAYTON

1600 GRAND AVE
ST PAUL,MN55105 		NONE N/A SCHOLARSHIP 5,000

MASONIC CHARITY FOUNDATION

PO BOX 70
MERIDEN,CT06451 		NONE PUBLIC CHARITY GENERAL 3,000

MASSACHUSETTS SOCIETY FOR PCA

350 SOUTH HUNTINGTON AVENUE
BOSTON,MA02130 		NONE PUBLIC CHARITY GENERAL USE 1,600

MERIDEN BOYS & GIRLS CLUB

15 LINCOLN STREET
MERIDEN,CT06451 		NONE PUBLIC CHARITY GENERAL USE 15,000

MERIDEN FARMERS MARKET

62 CEDAR STREET
MERIDEN,CT06450 		NONE PUBLIC CHARITY GENERAL 10,000

MERIDEN FOUNDATION-MISC 500 AWARDS

185 ASYLUM STREET
HARTFORD,CT06103 		NONE N/A SCHOLARSHIP 4,000

MERIDEN GIRLS CLUB

130 LINCOLN STREET
MERIDEN,CT06451 		NONE PUBLIC CHARITY GENERAL USE 14,375

MERIDEN HISTORICAL SOC

424 W MAIN STREET
MERIDEN,CT06451 		NONE PUBLIC CHARITY GENERAL 5,000

MERIDEN HUMANE SOCIETY

PO BOX 4094
WALLINGFORD,CT06492 		NONE PUBLIC CHARITY GENERAL USE 5,200

MERIDEN JEWISH COMMUNITY FOUNDATION

333 BLOOMFIELD AVE
HARTFORD,CT06117 		NONE PUBLIC CHARITY GENERAL 3,000

MERIDEN LIONS CLUB

PO BOX 2629
MERIDEN,CT06450 		NONE PUBLIC CHARITY GENERAL USE 6,000

MERIDEN PUBLIC LIBRARY

105 MILLER STREET
MERIDEN,CT06450 		NONE PUBLIC CHARITY GENERAL USE 1,000

MERIDEN PUBLIC LIBRARY

105 MILLER STREET
MERIDEN,CT06450 		NONE PUBLIC CHARITY GENERAL USE 32,000

MERIDEN PUBLIC LIBRARY

105 MILLER STREET
MERIDEN,CT06450 		NONE PUBLIC CHARITY GENERAL USE 5,200

MERIDEN SOUP KITCHEN

PO BOX 2138
MERIDEN,CT06450 		NONE PUBLIC CHARITY GENERAL 15,000

MERIDEN YMCA

110 WEST MAIN STREET
MERIDEN,CT06451 		NONE PUBLIC CHARITY GENERAL USE 7,040

MERIDEN YMCA

110 WEST MAIN STREET
MERIDEN,CT06451 		NONE PUBLIC CHARITY GENERAL USE 15,000

MERIDEN YMCA

127 EAST MAIN STREET
MERIDEN,CT06450 		NONE PUBLIC CHARITY GENERAL 13,000

MERIDEN YMCA

127 EAST MAIN STREET
MERIDEN,CT06450 		NONE PUBLIC CHARITY GENERAL 3,000

MIDSTATE MEDICAL CENTER

435 LEWIS AVENUE
MERIDEN,CT06451 		NONE PUBLIC CHARITY GENERAL USE 7,040

MIDSTATE MEDICAL CENTER

435 LEWIS AVENUE
MERIDEN,CT06451 		NONE PUBLIC CHARITY GENERAL USE 43,000

MIDSTATE MEDICAL CENTER

435 LEWIS AVENUE
MERIDEN,CT06451 		NONE PUBLIC CHARITY GENERAL USE 2,600

MIDSTATE MEDICAL CENTER

435 LEWIS AVENUE
MERIDEN,CT06451 		NONE PUBLIC CHARITY GENERAL USE 25,000

MOUNT HOLYOKE COLLEGE ON BEHALF OF MILOLA YASMEEN

50 COLLEGE STREET
SOUTH HADLEY,MA01075 		NONE N/A SCHOLARSHIP 5,000

MULINSKI LAUREN

185 ASYLUM STREET
HARTFORD,CT06103 		NONE N/A GENERAL USE 1,600

NATIONAL FEDERATION OF THE BLIND CT

477 CONNECTICUT BLVD
EAST HARTFORD,CT06108 		NONE PUBLIC CHARITY GENERAL USE 940

NEW BRITAIN PUBLIC LIBRARY

20 HIGH STREET
NEW BRITAIN,CT06051 		NONE PUBLIC CHARITY GENERAL USE 5,200

NEW OPPORTUNITES OF GREATER MERIDEN

191 PRATT STREET
MERIDEN,CT06450 		NONE PUBLIC CHARITY WALK FOR WARMTH 32,000

NEW YORK UNIVERSITY ON BEHALF OF TRUONG CINDY

25 WEST FOURTH ST
NEW YORK,NY10012 		NONE N/A SCHOLARSHIP 5,000

NOVA SOUTHEASTERN UNIVERSITY ON BEHALF OF PARK SAMANTHA

3300 S UNIVERSITY DR
FORT LAUDERDALE,FL33328 		NONE N/A SCHOLARSHIP 10,000

O'CONNELL RYAN

185 ASYLUM STREET
HARTFORD,CT06103 		NONE N/A GENERAL USE 800

OUR LADY QUEEN OF ANGELS PARISH

109 GOODWILL AVENUE
MERIDEN,CT06451 		NONE PUBLIC CHARITY GENERAL USE 5,200

OUR LADY QUEEN OF ANGELS PARISH

109 GOODWILL AVENUE
MERIDEN,CT06451 		NONE PUBLIC CHARITY GENERAL USE 28,750

PETA

501 FRONT STREET
NORFOLK,VA23510 		NONE PUBLIC CHARITY GENERAL USE 1,600

PLANNED PARENTHOOD OF SOUTHERN NEW ENGLAND

345 WHITNEY AVENUE
NEW HAVEN,CT06511 		NONE PUBLIC CHARITY GENERAL 15,000

PROVIDENCE COLLEGE ON BEHALF OF CASSISY REESE

549 RIVER AVENUE
PROVIDENCE,RI02918 		NONE N/A SCHOLARSHIP 5,000

QUINNIPIAC UNIVERSITY ON BEHALF OF GOMEZ BRIAN

275 MOUNT CARMEL AVENUE
HAMDEN,CT06518 		NONE N/A SCHOLARSHIP 2,500

QUINNIPIAC UNIVERSITY ON BEHALF OF GOMEZ BRIAN

275 MOUNT CARMEL AVENUE
HAMDEN,CT06518 		NONE N/A SCHOLARSHIP 5,000

QUINNIPIAC UNIVERSITY ON BEHALF OF MCCLURE ABBEY

275 MOUNT CARMEL AVENUE
HAMDEN,CT06518 		NONE N/A SCHOLARSHIP 5,000

QUINNIPIAC UNIVERSITY ON BEHALF OF NGUYEN NANCY

275 MOUNT CARMEL AVENUE
HAMDEN,CT06518 		NONE N/A SCHOLARSHIP 5,000

QUINNIPIAC UNIVERSITY ON BEHALF OF O'MALLEY MOLLYANN

275 MOUNT CARMEL AVENUE
HAMDEN,CT06518 		NONE N/A SCHOLARSHIP 5,000

RENSSELAER POLYTECHNIC INSTITUTE ON BEHALF OF ABARKHA HICHAM

110 8TH ST
TROY,NY12180 		NONE N/A SCHOLARSHIP 5,000

ROGER WILLIAMS UNIVERSITY ON BEHALF OF CHANDARPAL ARIANA

1 OLD FERRY RD
BRISTOL,RI02809 		NONE N/A SCHOLARSHIP 5,000

SACRED HEART UNIVERSITY ON BEHALF OF PIRRUCCIO SAMANTHA

5151 PARK AVENUE
FAIRFIELD,CT06825 		NONE N/A SCHOLARSHIP 15,000

SALVATION ARMY

PO BOX 234
MERIDEN,CT06450 		NONE PUBLIC CHARITY GENERAL USE 14,375

SCSU FOUNDATION

501 CRESENT STREET
NEW HAVEN,CT06515 		NONE PUBLIC CHARITY GENERAL USE 5,200

SHRINERS BURNS HOSPITAL BOSTON

51 BLOSSOM STREET
BOSTON,MA02114 		NONE PUBLIC CHARITY GENERAL USE 12,000

SHRINERS HOSPITAL

51 BLOSSOM STREET
BOSTON,MA02114 		NONE PUBLIC CHARITY GENERAL USE 12,000

SKILLS CAMP INC

36 BUTTERNUT LANE
MERIDEN,CT06450 		NONE PUBLIC CHARITY GENERAL 15,000

SOCIAL SABBY SPONSORSHIPS INC

125 HIGH HILL RD
MERIDEN,CT06450 		NONE PUBLIC CHARITY GENERAL 15,000

SOUTHERN CONNECTICUT STATE UNIVERSITY ON BEHALF OF DOYON KENDRA

501 CRESENT STREET
NEW HAVEN,CT06515 		NONE N/A SCHOLARSHIP 5,000

SOUTHERN CONNECTICUT STATE UNIVERSITY ON BEHALF OF FROMMELT LUKE

501 CRESENT STREET
NEW HAVEN,CT06515 		NONE N/A SCHOLARSHIP 5,000

SOUTHERN CONNECTICUT STATE UNIVERSITY ON BEHALF OF GONZALEZ MIA

501 CRESENT STREET
NEW HAVEN,CT06515 		NONE N/A SCHOLARSHIP 5,000

SPRINGFIELD COLLEGE ON BEHALF OF LAVALLE MADISON

263 ALDEN STREET
SPRINGFIELD,MA01109 		NONE N/A SCHOLARSHIP 5,000

SPRINGFIELD COLLEGE ON BEHALF OF TROWBRIDGE TAYLOR

263 ALDEN STREET
SPRINGFIELD,MA01109 		NONE N/A SCHOLARSHIP 5,000

ST LAURENT

109 GOODWILL AVENUE
MERIDEN,CT06451 		NONE PUBLIC CHARITY GENERAL USE 2,500

ST MARY'S CHURCH CORP

5 SHERMAN PLACE
MERIDEN,CT06451 		NONE PUBLIC CHARITY GENERAL USE 2,875

ST ROSE ROMAN CATHOLIC CHURCH

35 CENTER STREET
MERIDEN,CT06450 		NONE PUBLIC CHARITY GENERAL USE 2,875

ST STANISLAUS CHURCH

82 AKRON STREET
MERIDEN,CT06450 		NONE PUBLIC CHARITY GENERAL USE 2,500

SUMMER CAMPERSHIP FUND

35 PLEASANT STREET STE 1E
MERIDEN,CT06450 		NONE PUBLIC CHARITY GENERAL 12,500

THE CHILDREN'S LAW CENTER

30 ARBOR ST UNIT 208
HARTFORD,CT06106 		NONE PUBLIC CHARITY GENERAL 5,000

THE COVE FOR GRIEVING CHILDREN

250 POMEROY AVE
MERIDEN,CT06450 		NONE PUBLIC CHARITY GENERAL 2,000

THE GORILLA FOUNDATION

PO BOX 620530
WOODSIDE,CA94062 		NONE PUBLIC CHARITY GENERAL USE 1,600

THE OCEAN CONSERVANCY

2029 K STREET NW
WASHINGTON,DC20006 		NONE PUBLIC CHARITY GENERAL USE 1,600

TRINITY COLLEGE

300 SUMMITT STREET
HARTFORD,CT06106 		NONE PUBLIC CHARITY GENERAL USE 28,750

TUNXIS COMMUNITY COLLEGE ON BEHALF OF TRAN NGOC-ANH

271 SCOTT SWAMP ROAD
FARMINGTON,CT06032 		NONE N/A SCHOLARSHIP 2,500

TUNXIS COMMUNITY COLLEGE ON BEHALF OF TRAN NGOC-ANH

271 SCOTT SWAMP ROAD
FARMINGTON,CT06032 		NONE N/A SCHOLARSHIP 5,000

UNITED WAY OF MDN & WLFD INC

35 PLEASANT STREET 1E
MERIDEN,CT06450 		NONE PUBLIC CHARITY GENERAL 15,000

UNITED WAY OF MDN & WLFD

35 PLEASANT ST SUITE 1E
MERIDEN,CT06450 		NONE PUBLIC CHARITY GENERAL USE 14,375

UNIVERSITY OF CONNECTICUT ON BEHALF OF ALISTE JUAQUIN

233 GLENBROOK ROAD - UNIT 4100
STORRS,CT06269 		NONE N/A SCHOLARSHIP 5,000

UNIVERSITY OF CONNECTICUT ON BEHALF OF AMOAMAH MARTIN

233 GLENBROOK ROAD - UNIT 4100
STORRS,CT06269 		NONE N/A SCHOLARSHIP 5,000

UNIVERSITY OF CONNECTICUT ON BEHALF OF BERGERON SAMANTHA

233 GLENBROOK ROAD - UNIT 4100
STORRS,CT06269 		NONE N/A SCHOLARSHIP 5,000

UNIVERSITY OF CONNECTICUT ON BEHALF OF BUNNELL MIKAYLA

233 GLENBROOK ROAD - UNIT 4100
STORRS,CT06269 		NONE N/A SCHOLARSHIP 5,000

UNIVERSITY OF CONNECTICUT ON BEHALF OF BUSCEMI ANTHONY

233 GLENBROOK ROAD - UNIT 4100
STORRS,CT06269 		NONE N/A SCHOLARSHIP 5,000

UNIVERSITY OF CONNECTICUT ON BEHALF OF CARDONA CELINE

233 GLENBROOK ROAD - UNIT 4100
STORRS,CT06269 		NONE N/A SCHOLARSHIP 5,000

UNIVERSITY OF CONNECTICUT ON BEHALF OF FEBLES XAVIER

233 GLENBROOK ROAD - UNIT 4100
STORRS,CT06269 		NONE N/A SCHOLARSHIP 5,000

UNIVERSITY OF CONNECTICUT ON BEHALF OF GERME MADELINE

233 GLENBROOK ROAD - UNIT 4100
STORRS,CT06269 		NONE N/A SCHOLARSHIP 5,000

UNIVERSITY OF CONNECTICUT ON BEHALF OF HOQUE AFRIDA

233 GLENBROOK ROAD - UNIT 4100
STORRS,CT06269 		NONE N/A SCHOLARSHIP 5,000

UNIVERSITY OF CONNECTICUT ON BEHALF OF KUNST GARRISON

233 GLENBROOK ROAD - UNIT 4100
STORRS,CT06269 		NONE N/A SCHOLARSHIP 5,000

UNIVERSITY OF CONNECTICUT ON BEHALF OF LABOMBARD RILEY

233 GLENBROOK ROAD - UNIT 4100
STORRS,CT06269 		NONE N/A SCHOLARSHIP 5,000

UNIVERSITY OF CONNECTICUT ON BEHALF OF LIONELLO MACKENZIE

233 GLENBROOK ROAD - UNIT 4100
STORRS,CT06269 		NONE N/A SCHOLARSHIP 5,000

UNIVERSITY OF CONNECTICUT ON BEHALF OF MALDONADO TOMAS

233 GLENBROOK ROAD - UNIT 4100
STORRS,CT06269 		NONE N/A SCHOLARSHIP 5,000

UNIVERSITY OF CONNECTICUT ON BEHALF OF MERRIGAN MATHEW

233 GLENBROOK ROAD - UNIT 4100
STORRS,CT06269 		NONE N/A SCHOLARSHIP 5,000

UNIVERSITY OF CONNECTICUT ON BEHALF OF METTICA MORGAN

233 GLENBROOK ROAD - UNIT 4100
STORRS,CT06269 		NONE N/A SCHOLARSHIP 5,000

UNIVERSITY OF CONNECTICUT ON BEHALF OF PATEL KRUPAL

233 GLENBROOK ROAD - UNIT 4100
STORRS,CT06269 		NONE N/A SCHOLARSHIP 5,000

UNIVERSITY OF CONNECTICUT ON BEHALF OF PATEL SHIV

233 GLENBROOK ROAD - UNIT 4100
STORRS,CT06269 		NONE N/A SCHOLARSHIP 5,000

UNIVERSITY OF CONNECTICUT ON BEHALF OF SZYMASZEK SARENE

233 GLENBROOK ROAD - UNIT 4100
STORRS,CT06269 		NONE N/A SCHOLARSHIP 5,000

UNIVERSITY OF CONNECTICUT ON BEHALF OF TRAN LINH

233 GLENBROOK ROAD - UNIT 4100
STORRS,CT06269 		NONE N/A SCHOLARSHIP 5,000

UNIVERSITY OF HARTFORD ON BEHALF OF HENDERSON CALVIN

200 BLOOMFIELD AVENUE
HARTFORD,CT06117 		NONE N/A SCHOLARSHIP 5,000

UNIVERSITY OF HARTFORD ON BEHALF OF SWEENEY MAKENNA

200 BLOOMFIELD AVENUE
HARTFORD,CT06117 		NONE N/A SCHOLARSHIP 5,000

UNIVERSITY OF NEW ENGLAND ON BEHALF OF FINN SEAN

11 HILLS BEACH ROAD
BIDDEFORD,ME04005 		NONE N/A SCHOLARSHIP 5,000

UNIVERSITY OF NEW HAVEN ON BEHALF OF ASPLUND EMILY

300 BOSTON POST ROAD
WEST HAVEN,CT06516 		NONE N/A SCHOLARSHIP 5,000

UNIVERSITY OF NEW HAVEN ON BEHALF OF HOLLIMAN MICHAEL

300 BOSTON POST ROAD
WEST HAVEN,CT06516 		NONE N/A SCHOLARSHIP 5,000

UNIVERSITY OF NEW HAVEN ON BEHALF OF MCENERNEY QUINN

300 BOSTON POST ROAD
WEST HAVEN,CT06516 		NONE N/A SCHOLARSHIP 5,000

UNIVERSITY OF NEW HAVEN ON BEHALF OF RIVERA DARILYN

300 BOSTON POST ROAD
WEST HAVEN,CT06516 		NONE N/A SCHOLARSHIP 5,000

UNIVERSITY OF NOTRE DAME ON BEHALF OF HALL GEORGE

128 MCKENNA HALL
NOTRE DAME,IN46556 		NONE N/A SCHOLARSHIP 5,000

UNIVERSITY OF RHODE ISLAND ON BEHALF OF BAKER ZACK

210 FLAGG ROAD
KINGSTON,RI02881 		NONE N/A SCHOLARSHIP 5,000

UNIVERSITY OF RHODE ISLAND ON BEHALF OF SZYMASZEK EMMA

210 FLAGG ROAD
KINGSTON,RI02881 		NONE N/A SCHOLARSHIP 5,000

UNIVERSITY OF ST JOSEPH ON BEHALF OF SANTIAGO JULIASA

1678 ASYLUM AVENUE
WEST HARTFORD,CT06177 		NONE N/A SCHOLARSHIP 2,500

VILLANOVA UNIVERSITY ON BEHALF OF BENIGNI RILEY

800 LANCASTER AVE
VILLANOVA,PA19085 		NONE N/A SCHOLARSHIP 5,000

VISION TO LEARN

12100 WILSHIRE BLVD STE 1275
LOS ANGELES,CA90025 		NONE PUBLIC CHARITY GENERAL 10,000

WESTERN CONN STATE UNIVERSITY ON BEHALF OF DAVIS JAMARIE

181 WHITE STREET
DANBURY,CT06810 		NONE N/A SCHOLARSHIP 6,000

WILD BURRO RESCUE

20066 WALKER CREEK PO BOX 10
OLANCHA,CA93549 		NONE PUBLIC CHARITY GENERAL USE 1,600

WOMEN & FAMILIES CENTER

169 COLONY STREET
MERIDEN,CT06450 		NONE PUBLIC CHARITY MATCH FOR AMERICORPS GRANT 25,000

WORLD SOCIETY FOR THE PROTECTION OF ANIMALS

34 DELOSS STREET
FRAMINGHAM,MA01702 		NONE PUBLIC CHARITY GENERAL USE 1,600

YALE LAW SCHOOL ANNUAL FUND

PO BOX 208214
NEW HAVEN,CT06520 		NONE PUBLIC CHARITY GENERAL USE 28,750
Total .................................right arrow 3a 1,234,560
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
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 8,514  
4 Dividends and interest from securities ....     14 662,038  
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 ............ 		    18 196,047  
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) .. 0 866,599 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
866,599
(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 (2024)
Form 990-PF (2024)
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.
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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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
MERIDEN FOUNDATION
EIN:
06-6037849
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BAILEY MOORE GLAZER SCHAEFER & PROTO LLP 12,000 0   12,000

TY 2024 ExplnOfNonFilingWithAGStmt
Name:
MERIDEN FOUNDATION
EIN:
06-6037849
Statement:
NOT REQUIRED BECAUSE FOUNDATION DOES NOT SOLICIT FUNDS

TY 2024 InvestmentsCorpBondsSchedule
Name:
MERIDEN FOUNDATION
EIN:
06-6037849
Name of Bond End of Year Book Value End of Year Fair Market Value
INVESCO BULLETSHARES 2025 CORPORATE BOND ETF 1,412,762 1,427,122
INVESCO BULLETSHARES 2026 CORPORATE BOND ETF 816,469 824,531
ISHARES CORE U.S. AGGREGATE BOND ETF 1,317,997 1,308,247
SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF 1,494,034 1,492,495

TY 2024 InvestmentsCorpStockSchedule
Name:
MERIDEN FOUNDATION
EIN:
06-6037849
Name of Stock End of Year Book Value End of Year Fair Market Value
BLACKROCK EVENT DRIVEN EQUITY FUND 285,992 290,111
BLACKROCK SYSTEMATIC MULTI-STRATEGY FUND 475,924 487,501
CALAMOS MARKET NEUTRAL INCOME FD 295,830 345,849
INDUSTRIAL SELECT SECTOR SPDR FUND 1,678,859 2,149,137
ISHARES CORE MSCI EAFE ETF 1,319,439 1,580,667
TECHNNOLOGY SELECT SECTOR SPDR 1,698,669 3,208,078
VANGUARD HEALTH CARE ETF 1,601,113 1,852,952
VANGUARD RUSSELL 1000 GROWTH ETF 219,250 271,782
VANGUARD S&P 500 ETF 3,720,094 8,723,334

TY 2024 InvestmentsGovtObligationsSch
Name:
MERIDEN FOUNDATION
EIN:
06-6037849
US Government Securities - End of Year Book Value:

207
US Government Securities - End of Year Fair Market Value:

213
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2024 OtherExpensesSchedule
Name:
MERIDEN FOUNDATION
EIN:
06-6037849
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADVERTISING & MISC 6,027 0   6,027
PROBATE FEES 25,423 0   25,423
INSURANCE 1,043 0   1,043


TY 2024 OtherProfessionalFeesSchedule
Name:
MERIDEN FOUNDATION
EIN:
06-6037849
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
SCHOLARSHIP SUPPORT SERVICES 14,630 0   14,630