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
KITCHINGS FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 919798
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ORLANDO, FL328919798
A Employer identification number

06-6044228
B Telephone number (see instructions)

(404) 419-3245
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$91,048,035J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 1,864,267 1,864,267  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 649,532
b Gross sales price for all assets on line 6a 1,522,520
7 Capital gain net income (from Part IV, line 2)... 649,532
8 Net short-term capital gain......... 0
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........ 2,513,799 2,513,799  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 812,406 406,203   406,203
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
2,500 0 0 2,500
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
86,683 5,087   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,023 153   870
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 902,612 411,443 0 409,573
25 Contributions, gifts, grants paid....... 3,320,000 3,320,000
26 Total expenses and disbursements. Add lines 24 and 25 4,222,612 411,443 0 3,729,573
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,708,813
b Net investment income (if negative, enter -0-) 2,102,356
c Adjusted net income (if negative, enter -0-)... 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............. 3,603 10,122 10,122
2 Savings and temporary cash investments......... 1,954,121 1,122,501 1,122,501
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
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 arrow0      
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)....... 14,161,983 Click to see attachment
List of Attached Documents:
// Content
14,161,946 		72,411,476
c Investments—corporate bonds (attach schedule)....... 10,096,398 Click to see attachment
List of Attached Documents:
// Content
10,096,398 		9,732,539
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).......... 6,544,749 Click to see attachment
List of Attached Documents:
// Content
5,671,798 		7,771,397
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) 32,760,854 31,062,765 91,048,035
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
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........ 32,760,854 31,062,765
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 32,760,854 31,062,765
30 Total liabilities and net assets/fund balances (see instructions). 32,760,854 31,062,765
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
32,760,854
2
Enter amount from Part I, line 27a .....................
2
-1,708,813
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
41,053
4
Add lines 1, 2, and 3 ..........................
4
31,093,094
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
30,329
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
31,062,765
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 .4116 EXXON MOBIL CORPORATION   2022-07-19 2024-05-23
b 53456.878 DFA L/C INTERNATIONAL PORTF   2011-09-30 2024-07-18
c CAPITAL GAIN DIVIDENDS P    
d CAPITAL GAIN DIVIDENDS P    
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 47   37 10
b 1,500,000   872,951 627,049
c       22,473
d       22,473
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       10
b       627,049
c        
d        
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 649,532
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 29,223
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 29,223
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 29,223
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 43,482
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  
7 Total credits and payments. Add lines 6a through 6d.............. 7 43,482
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 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 14,259
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow14,259 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$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowCT
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 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 arrowN/A
14
The books are in care ofright arrowTRUIST BANK Telephone no.right arrow (404) 419-3245

Located atright arrowPO BOX 919798ORLANDOFL ZIP+4right arrow32891
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)
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 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)
 
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
CHESTER KITCHINGS JR CO-TRUSTEE
1 		12,000    
8 FOXBORO ROAD
ESSEX,CT06426
TRUIST BANK CO-TRUSTEE
1 		788,406    
PO BOX 919798
ORLANDO,FL32891
KENNETH D KITCHINGS CO-TRUSTEE
1 		12,000    
46-2 SILL LANE
OLD LYME,CT063711167
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 arrow  
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
85,279,793
b
Average of monthly cash balances.......................
1b
1,875,677
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
87,155,470
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
87,155,470
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,307,332
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
85,848,138
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
4,292,407
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
4,292,407
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
29,223
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
29,223
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
4,263,184
4
Recoveries of amounts treated as qualifying distributions................
4
20,000
5
Add lines 3 and 4............................
5
4,283,184
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
4,283,184
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
3,729,573
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
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
3,729,573
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 4,283,184
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 3,293,256
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 0
b From 2020...... 0
c From 2021...... 0
d From 2022...... 0
e From 2023...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 3,729,573
a Applied to 2023, but not more than line 2a 3,293,256
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..... 436,317
e Remaining amount distributed out of corpus 0
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 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 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 .......... 		3,846,867
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) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 0
c Excess from 2022.... 0
d Excess from 2023.... 0
e Excess from 2024.... 0
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).)
NONE
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.
NONE
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 email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (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

ABORTION CARE NETWORK

1300 I STREET NW STE 400E
WASHINGTON,DC20005 		NONE PC GENERAL OPERATING 75,000

ADELBROOK BEHAVIORAL AND DEVELOPMENTAL
SERVICES
60 HICKSVILLE RD
CROMWELL,CT06416 		NONE PC GENERAL OPERATING 10,000

A LITTLE COMPASSION INC

162 MAIN ST
DEEP RIVER,CT06417 		NONE PC GENERAL OPERATING 10,000

AMERICAN ANTIQUARIAN SOCIETY

185 SALISBURY ST
WORCESTER,MA01609 		NONE PC GENERAL OPERATING 5,000

AMERICAN MUSEUM OF NATURAL HISTORY

200 CENTRAL PARK WEST
NEW YORK,NY10024 		NONE PC GENERAL OPERATING 10,000

AMHERST COLLEGE TRUSTEES
FOLGER SHAKESPEARE LIBRARY
201 EAST CAPITOL STREET SE
WASHINGTON,DC20003 		NONE PC GENERAL OPERATING 5,000

A PLACE CALLED HOPE

154 POND MEADOW RD
KILLINGWORTH,CT06419 		NONE PC GENERAL OPERATING 10,000

ARTISTS COLLECTIVE INCORPORATED

1200 ALBANY AVENUE
HARTFORD,CT06112 		NONE PC GENERAL OPERATING 60,000

AVALONIA LAND CONSERVANCY

PO BOX 49
OLD MYSTIC,CT06372 		NONE PC GENERAL OPERATING 15,000

BACKCOUNTRY JAZZ CONCERTS

15 EAST PUTNAM AVENUE BOX 397
GREENWICH,CT06830 		NONE PC GENERAL OPERATING 15,000

BAPTIST HEALTH SOUTH FLORIDA FDN

PO BOX 748853
ATLANTA,GA303748853 		NONE PC GENERAL OPERATING 20,000

BETH ISRAEL DEACONESS MEDICAL CTR

330 BROOKLINE AVENUE
BOSTON,MA02215 		NONE PC GENERAL OPERATING 15,000

BIKES FOR KIDS

PO BOX 94
CENTERBROOK,CT06409 		NONE PC GENERAL OPERATING 10,000

BOSTON CHILDREN'S HOSPITAL

401 PARK DR STE 602
BOSTON,MA02215 		NONE PC GENERAL OPERATING 15,000

BROOKLINE EDUCATION FOUNDATION

PO BOX 470652
BROOKLINE,MA02447 		NONE PC GENERAL OPERATING 15,000

BROOKLYN BRIDGE PARK CONSERVANCY

334 FURMAN ST
BROOKLYN,NY11201 		NONE PC GENERAL OPERATING 5,000

CASCADES CARNIVORE PORJECT

804A HAZEL ST
HOOD RIVER,OR97031 		NONE PC GENERAL OPERATING 5,000

COAST GUARD FOUNDATION INC
ATTNMR MARC CREGAN
394 TAUGWONK ROAD
STONINGTON,CT06378 		NONE PC GENERAL OPERATING 5,000

CONNECTICUT EARLY MUSIC SOCIETY INC

PO BOX 329
NEW LONDON,CT06320 		NONE PC GENERAL OPERATING 10,000

COLGATE UNIVERSITY

13 OAK DRIVE
HAMILTON,NY13346 		NONE PC GENERAL OPERATING 10,000

COMMUNITY FOUNDATION OF MIDDLESEX COUNTY

49 MAIN STREET
MIDDLETOWN,CT06457 		NONE PC GENERAL OPERATING 20,000

COMMUNITY FOUNDATION OF EASTERN CT

68 FEDERAL STREET
NEW LONDON,CT06320 		NONE PC GENERAL OPERATING 45,000

CONNECTICUT RIVER CONSERVANCY
ATTN MR BRETT MORRISON
15 BANK ROW
GREENFIELD,MA01301 		NONE PC GENERAL OPERATING 25,000

CON BRIO CHORAL SOCIETY INC

PO BOX 312
CENTERBROOK,CT06409 		NONE PC GENERAL OPERATING 10,000

CONNECTICUT COLLEGE
ATTNMRS NAIMA GHERBI
270 MOHEGAN AVENUE
NEW LONDON,CT06320 		NONE PC GENERAL OPERATING 5,000

CONNECTICUT FOREST AND PARK
ATTNMR JAMES LITTLE
16 MERIDEN ROAD
ROCKFALL,CT06481 		NONE PC GENERAL OPERATING 20,000

CONNECTICUT LEAGUE OF CONSERVATION VOTERS

20 CHURCH STREET FL MEZZ
HARTFORD,CT06103 		NONE PC GENERAL OPERATING 25,000

CONNECTICUT PUBLIC BROADCASTING

1049 ASYLUM AVENUE
HARTFORD,CT06105 		NONE PC GENERAL OPERATING 10,000

COMMUNITY MUSIC SCHOOL INC

PO BOX 387
CENTERBROOK,CT06409 		NONE PC GENERAL OPERATING 10,000

CORAL RESTORATION FOUNDATION

89111 OVERSEAS HWY
TAVERNIER,FL33070 		NONE PC GENERAL OPERATING 20,000

CROSBY FUND FOR HAITIAN EDUCATION INC

19 BINNEY ROAD
OLD LYME,CT06371 		NONE PC GENERAL OPERATING 10,000

CT FOUNDATION FOR DENTAL OUTREACH

835 WEST QUEEN STREET
SOUTHINGTON,CT06489 		NONE PC GENERAL OPERATING 5,000

CT RIVER FDN - STEAMBOAT DOCK

67 MAIN STREET
ESSEX,CT06426 		NONE PC GENERAL OPERATING 50,000

CULTIVATING COMMUNITY

PO BOX 3792
PORTLAND,ME04104 		NONE PC GENERAL OPERATING 10,000

CULTURAL SURVIVAL INC
ATTNMS MIRANDA VITELLO
2067 MASSACHUSETTS AVE
CAMBRIDGE,MA02140 		NONE PC GENERAL OPERATING 20,000

DENISON PEQUOTSEPOS NATURE CENTER

109 PEQUOTSEPOS ROAD
MYSTIC,CT06355 		NONE PC GENERAL OPERATING 20,000

EASTERN CONNECTICUT STATE UNIV FDN

83 WINDHAM STREET
WILLIAMANTIC,CT062262211 		NONE PC GENERAL OPERATING 20,000

EASTERN CONNECTICUT SYMPHONY INC

289 STATE ST
NEW LONDON,CT06320 		NONE PC GENERAL OPERATING 15,000

ELLIS MARSALIS CENTER FOR MUSIC

1901 BARTHOLOMEW STREET
NEW ORLEANS,LA70117 		NONE PC GENERAL OPERATING 30,000

EQUAL JUSTICE INITIATIVE
ATTNMRS LENDRIA GLASS
122 COMMERCE STREET
MONTGOMERY,AL36104 		NONE PC GENERAL OPERATING 20,000

ESSEX WINTER SERIES INC

PO BOX 383
ESSEX,CT06426 		NONE PC GENERAL OPERATING 10,000

ESSEX AMBULANCE

PO BOX 233
IVORYTON,CT06442 		NONE PC GENERAL OPERATING 10,000

ESSEX ELEMENTARY SCHOOL FOUNDATION

PO BOX 882
ESSEX,CT06426 		NONE PC GENERAL OPERATING 10,000

ESSEX FIRE ENGINE CO 1 SPECIAL ACCT
ATTNMR ROBERT PARKERSON
PO BOX 786
ESSEX,CT06426 		NONE PC GENERAL OPERATING 10,000

ESSEX FOUNDATION
ATTNMRS CHERYL HARGER
PO BOX 64
ESSEX,CT06426 		NONE PC GENERAL OPERATING 5,000

ESSEX GARDEN CLUB

PO BOX 936
ESSEX,CT06426 		NONE PC GENERAL OPERATING 20,000

ESSEX HISTORICAL SOCIETY

PO BOX 123
ESSEX,CT06426 		NONE PC GENERAL OPERATING 20,000

ESSEX LAND CONSERVATION TRUST

PO BOX 373
ESSEX,CT06426 		NONE PC GENERAL OPERATING 15,000

ESSEX LIBRARY ASSOCIATION INC

33 WEST AVENUE
ESSEX,CT06426 		NONE PC GENERAL OPERATING 15,000

ESSEX ROTARY SCHOLARSHIP FOUNDATION

PO BOX 484
ESSEX,CT06426 		NONE PC GENERAL OPERATING 5,000

FIRST CONGREGATIONAL CHURCH OF OLD LYME

2 FERRY RD
OLD LYME,CT06371 		NONE PC GENERAL OPERATING 10,000

FLORENCE GRISWOLD MUSEUM

96 LYME STREET
OLD LYME,CT06371 		NONE PC GENERAL OPERATING 10,000

FOUNDATION FOR DIVERSITY IN THE ARTS
ATTNMS ABIGAIL GRUBB
170 DARTING RD
SALEM,CT06420 		NONE PC GENERAL OPERATING 50,000

FRIENDS OF SOUTH FLORIDA MUSIC INC

PO BOX 650027
MIAMI,FL33265 		NONE PC GENERAL OPERATING 10,000

GARDE ARTS CENTER INC

325 STATE STREET
NEW LONDON,CT06320 		NONE PC GENERAL OPERATING 30,000

GOODSPEED OPERA HOUSE FOUNDATION

PO BOX A
EAST HADDAM,CT06423 		NONE PC GENERAL OPERATING 5,000

GROTON OPEN SPACE ASSOCIATION

PO BOX 9787
GROTON,CT06340 		NONE PC GENERAL OPERATING 20,000

GRUB STREET INC

50 LIBERTY DR STE 500
BOSTON,MA02210 		NONE PC GENERAL OPERATING 5,000

HARRIET U ALLYN TEST TR
ATTNMR D SAMUEL QUIGLEY
625 WILLIAMS STREET
NEW LONDON,CT06320 		NONE PC GENERAL OPERATING 60,000

HER VILLAGE INC
ATTNMRS CHANTAL ALLISON-KONTEH
1820 TOPPING AVE
NEW YORK,NY10457 		NONE PC GENERAL OPERATING 25,000

HIGH HOPES THERAPEUTIC RIDING

36 TOWN WOODS ROAD
OLD LYME,CT06371 		NONE PC GENERAL OPERATING 25,000

HISTORICALLY BLACK COLLEGE ALUMNI

PO BOX 1385
NEW LONDON,CT06320 		NONE PC GENERAL OPERATING 10,000

HOLE IN THE WALL GANG FUND INC

555 LONG WHARF DR
NEW HAVEN,CT065116107 		NONE PC GENERAL OPERATING 20,000

IVORYTON LIBRARY ASSOCATION

106 MAIN ST PO BOX 515
IVORYTON,CT06442 		NONE PC GENERAL OPERATING 15,000

IVORYTON PLAYHOUSE FOUNDATION

103 MAIN STREET PO BOX 458
IVORYTON,CT06442 		NONE PC GENERAL OPERATING 10,000

JAZZ FOUNDATION OF AMERICA INC
ATTNMS NATALIE NACHIMSON
247 WEST 37TH STREET SUITE 201
NEW YORK,NY10022 		NONE PC GENERAL OPERATING 30,000

JAZZ HOUSE KIDS INC

347 BLOOMFIELD AVENUE LOWER LEVEL
MONTCLAIR,NJ07042 		NONE PC GENERAL OPERATING 10,000

JAZZMOBILE INC
ATTNMS ROBIN BELL-STEVENS
163 W 125TH STREET SUITE 906
NEW YORK,NY10027 		NONE PC GENERAL OPERATING 20,000

JAZZREACH PERFORMING ART & EDUCATION

426-A WEST 14TH STREET SUITE 30904
NEW YORK,NY10014 		NONE PC GENERAL OPERATING 50,000

KATHARINE HEPBURN CULTURAL ARTS CENTER
ATTNMS ROBIN ANDREOLI
300 MAIN STREET
OLD SAYBROOK,CT06475 		NONE PC GENERAL OPERATING 5,000

KEYS CHILDRENS FOUNDATION INC
ATTNMR KENDALL HENDRICK
24 DOCKSIDE LANE PMB 139
KEY LARGO,FL33037 		NONE PC GENERAL OPERATING 20,000

LA GRUA CENTER

PO BOX 342
STONINGTON,CT06378 		NONE PC GENERAL OPERATING 25,000

LIVEWELL FOUNDATION

220 WEST RITTENHOUSE
PHILADELPHIA,PA19103 		NONE PC GENERAL OPERATING 20,000

LOUIS ARMSTRONG HOUSE MUSEUM

34-56 107TH ST
CORONA,NY11368 		NONE PC GENERAL OPERATING 20,000

LYME ART ASSOC INC
ATTNDR ELSBETH DOWD
90 LYME STREET
OLD LYME,CT06371 		NONE PC GENERAL OPERATING 10,000

MAINE ISLAND TRAIL ASSOCIATION
ATTNMR JACK PHILLIPS
100 KENSINGTON ST 2ND FL
PORTLAND,ME04103 		NONE PC GENERAL OPERATING 10,000

MAPS

PO BOX 103004
PASADENA,CA911893004 		NONE PC GENERAL OPERATING 60,000

MARVELWOOD PREPARATORY SCHOOL

476 SKIFF MOUNTAIN RD
KENT,CT06757 		NONE PC GENERAL OPERATING 5,000

MIDDLESEX HOSPITAL

28 CRESCENT STREET
MIDDLETOWN,CT06457 		NONE PC GENERAL OPERATING 20,000

MUSICAL MASTERWORKS INC

PO BOX 684
OLD LYME,CT06371 		NONE PC GENERAL OPERATING 10,000

MYSTIC & NOANK LIBARY

40 LIBRARY ST
MYSTIC,CT063552418 		NONE PC GENERAL OPERATING 25,000

MYSTIC SEAPORT MUSEUM INC

75 GREENMANVILLE AVE
MYSTIC,CT06355 		NONE PC GENERAL OPERATING 115,000

NATURAL RESOURCES DEFENSE COUNCIL

40 W 20TH ST 11TH FL
NEW YORK,NY10011 		NONE PC GENERAL OPERATING 20,000

NETHERLAND-AMERICA FOUNDATION

505 EIGHTH AVENUE STE 12A05
NEW YORK,NY10018 		NONE PC GENERAL OPERATING 20,000

NEW LONDON EDUCATION FOUNDATION

PO BOX 343
NEW LONDON,CT063200343 		NONE PC GENERAL OPERATING 20,000

NEWS LITERACY PROJECT INC

5335 WISCONSIN AVE NW 440
WASHINGTON,DC20015 		NONE PC GENERAL OPERATING 20,000

NEWPORT FESTIVALS FOUNDATION

PO BOX 650
ESSEX,MA01929 		NONE PC GENERAL OPERATING 30,000

NEXT DOOR INC

965 TUCKER RD
HOOD RIVER,OR97031 		NONE PC GENERAL OPERATING 10,000

OCEAN REEF ART LEAGUE INC

120 ANCHOR DR
KEY LARGO,FL33037 		NONE PC GENERAL OPERATING 10,000

OCEAN REEF CHAPEL FOUNDATION INC

32 OCEAN REEF DRIVE
KEY LARGO,FL33037 		NONE PC GENERAL OPERATING 20,000

OCEAN CONSERVANCY

1300 19TH ST NW 8TH FL
WASHINGTON,DC20036 		NONE PC GENERAL OPERATING 25,000

OCEAN REEF CULTURAL CENTER INC

200 ANCHOR DRIVE
KEY LARGO,FL33037 		NONE PC GENERAL OPERATING 20,000

OCEANA INC

1025 CONNECTICUT AVE NW STE 200
WASHINGTON,DC20036 		NONE PC GENERAL OPERATING 35,000

OCEAN REEF MEDICAL CENTER FOUNDATION

50 BARRACUDA LN
KEY LARGO,FL33037 		NONE PC GENERAL OPERATING 40,000

OLD LYME FIRE DEPARTMENT INC
ATTNMR THOMAS NEGRELLI
69 LYME ST
OLD LYME,CT06371 		NONE PC GENERAL OPERATING 10,000

OLD LYME-PHOEBE GRIFFIN NOYES LIBRARY
ASSN
2 LIBRARY LN
OLD LYME,CT06371 		NONE PC GENERAL OPERATING 10,000

OLD LYME LAND TRUST INC

P O BOX 163
OLD LYME,CT06371 		NONE PC GENERAL OPERATING 15,000

PINE POINT SCHOOL INC

89 BARNES ROAD
STONINGTON,CT06378 		NONE PC GENERAL OPERATING 45,000

PLANNED PARENTHOOD LEAGUE OF
MASSACHUSETTS INC
1055 COMMONWEALTH AVE
BOSTON,MA02215 		NONE PC GENERAL OPERATING 5,000

PLANNED PARENTHOOD OF SOUTHERN NE

345 WHITNEY AVENUE
NEW HAVEN,CT06511 		NONE PC GENERAL OPERATING 60,000

PROTESTANT CONGREGATION OF OCEAN REEF IN

31 OCEAN REEF DR C-101-248
KEY LARGO,FL33037 		NONE PC GENERAL OPERATING 50,000

QUEBEC LABRADOR FOUNDATION

4 SOUTH MAIN STREET
IPSWICH,MA01938 		NONE PC GENERAL OPERATING 75,000

READ TO GROW INC

54 SCHOOL GROUND ROAD UNIT 3
BRANFORD,CT06405 		NONE PC GENERAL OPERATING 5,000

RHODE ISLAND COMMUNITY FOOD ASSISTANCE
IN RI
200 NIANTIC AVE
PROVIDENCE,RI02907 		NONE PC GENERAL OPERATING 5,000

ROTARY CLUB OF ESSEX FOUNDATION

PO BOX 484
ESSEX,CT06426 		NONE PC GENERAL OPERATING 5,000

SAFE FUTURES INC

16 JAY ST
NEW LONDON,CT06320 		NONE PC GENERAL OPERATING 50,000

SALISBURY SCHOOL INC

251 CANAAN ROAD
SALISBURY,CT06069 		NONE PC GENERAL OPERATING 10,000

SALT MARSH OPERA COMPANY

PO BOX 227
STONINGTON,CT06378 		NONE PC GENERAL OPERATING 15,000

SAVE THE SOUND
ATTNMRS WILLOW SIRCH
127 CHURCH ST 2ND FL
NEW HAVEN,CT06510 		NONE PC GENERAL OPERATING 50,000

SEA SHEPHERD CONSERVATOIN SOCIETY

PO BOX 8628
ALEXANDRIA,VA22306 		NONE PC GENERAL OPERATING 90,000

SEA RESEARCH FOUNDATION INC

55 COOGAN BLVD
MYSTIC,CT06355 		NONE PC GENERAL OPERATING 15,000

SHORELINE SOUP KITCHENS & PANTRIES INC

PO BOX 804
ESSEX,CT06498 		NONE PC GENERAL OPERATING 30,000

STANFORD DAILY PUBLISHING CORP
ATTNMS CLAIRE WANG
456 PANAMA MALL
STANFORD,CA94305 		NONE PC GENERAL OPERATING 25,000

ST JUDE CHILDRENS RESEARCH HOSPITAL
ATTNMRS DONNA SHRIVES
501 ST JUDE PL
MEMPHIS,TN38105 		NONE PC GENERAL OPERATING 30,000

STONINGTON LAND TRUST INC

PO BOX 812
STONINGTON,CT06378 		NONE PC GENERAL OPERATING 15,000

STONINGTON FREE LIBRARY ASSOCIATION

20 HIGH STREET PO BOX 232
STONINGTON,CT06378 		NONE PC GENERAL OPERATING 25,000

THE BOARD OF TRUSTEES OF THE LELAND
STANFORD JUNIOR UNIVERISTY
326 GALVEZ ST
STANFORD,CA94305 		NONE PC GENERAL OPERATING 20,000

THE NATURE CONSERVANCY CONNECTICUT

265 CHURCH STREET 16TH FLOOR
NEW HAVEN,CT06510 		NONE PC GENERAL OPERATING 25,000

THE ANA GRACE PROJECT

PO BOX 3332
NEWTOWN,CT06470 		NONE PC GENERAL OPERATING 30,000

THE CONNECTICUT AUDUBON SOCIETY

314 UNQUOWA RD
FAIRFIELD,CT06824 		NONE PC GENERAL OPERATING 60,000

THE EVERGLADES FOUNDATION

18001 OLD CUTLER ROAD SUITE 625
PALMETTO BAY,FL33157 		NONE PC GENERAL OPERATING 60,000

THE FUND FOR PORTLAND PUBLIC SCHOOLS
ATTNMRS NAILAH ROQUE
501 N DIXON STREET
PORTLAND,OR97227 		NONE PC GENERAL OPERATING 20,000

THE MUSEUM OF FOOD AND DRINK

55 WATER STREET 2ND FLOOR
BROOKLYN,NY11201 		NONE PC GENERAL OPERATING 5,000

THE ARTS CAFE MYSTIC INC

PO BOX 185
WEST MYSTIC,CT06388 		NONE PC GENERAL OPERATING 10,000

THE DR MARTIN LUTHER KING JR SCHOLARSH

PO BOX 1308
NEW LONDON,CT06320 		NONE PC GENERAL OPERATING 75,000

THE NEW LONDON COMMUNITY MEAL CENTER

12 MONTAUK AVE
NEW LONDON,CT06320 		NONE PC GENERAL OPERATING 10,000

THE OLD LYME VISITING NURSE ASSOCIATION
ATTNMS CHARLOTTE LYMAN
POST OFFICE BOX 56
OLD LYME,CT06371 		NONE PC GENERAL OPERATING 10,000

THE SOUTHERN POVERTY LAW CENTER

400 WASHINGTON AVENUE
MONTGOMERY,AL36104 		NONE PC GENERAL OPERATING 20,000

THE TRUST FOR PUBLIC LAND

101 WHITNEY AVE 2ND FL
NEW HAVEN,CA06510 		NONE PC GENERAL OPERATING 20,000

TRIBUTARY MILL CONSERVANCY

3 MILL LANE
OLD LYME,CT06371 		NONE PC GENERAL OPERATING 15,000

UNIVERSITY OF HARTFORD

200 BLOOMFIELD AVENUE
WEST HARTFORD,CT06117 		NONE PC GENERAL OPERATING 15,000

UPTOWN MUSIC THEATRE

5208 MAGAZINE ST STE 183
NEW ORLEANS,LA70115 		NONE PC GENERAL OPERATING 10,000

WARRICK DUNN CHARITIES INC

235 PONCE DE LEON PL STE M-306
DECATUR,GA30030 		NONE PC GENERAL OPERATING 20,000

WASHINGTON GORGE ACTION PROGRAMS

115 WEST STEUBEN STREET/PO BOX 805
BINGEN,WA98605 		NONE PC GENERAL OPERATING 10,000

WATERFORD LAND TRUST INC

PO BOX 926
WATERFORD,CT06385 		NONE PC GENERAL OPERATING 15,000

WATERFORD COUNTRY SCHOOL INC
ATTNMS JULIANNA VELAZQUEZ
78 HUNTS BROOK ROAD
QUAKER HLL,CT06375 		NONE PC GENERAL OPERATING 10,000

WBUR(TRUSTEES OF BOSTON UNIVERSITY)

890 COMMONWEALTH AVENUE 3RD FLOOR
BOSTON,MA02215 		NONE PC GENERAL OPERATING 65,000

WHITE SALMON ARTS COUNCIL

PO BOX 1223
WHITE SALMON,WA98672 		NONE PC GENERAL OPERATING 5,000

WILLIAMS MEMORIAL INSTITUTE

182 MOHEGAN AVE
NEW LONDON,CT06320 		NONE PC GENERAL OPERATING 20,000

WOMEN MAKE MOVIES INC
ATTNMS DEBRA ZIMMERMAN
231 W 29TH STREET SUITE 1006
NEW YORK,NY10001 		NONE PC GENERAL OPERATING 25,000

WORCESTER CNTY HORTICULTURAL SOCIETY
ATTNMISS ALI KANE
11 FRENCH DRIVE PO BOX 598
BOYLSTON,MA01505 		NONE PC GENERAL OPERATING 5,000

WORLD CENTRAL KITCHEN INCORPORATED

200 MASSACHUSETTS AVE
WASHINGTON,DC20001 		NONE PC GENERAL OPERATING 10,000

WORLD OCEAN SCHOOL

PO BOX 51091
BOSTON,MA02205 		NONE PC GENERAL OPERATING 15,000

YALE NEW HAVEN HOSPITAL

20 YORK ST
NEW HAVEN,CT06510 		NONE PC GENERAL OPERATING 30,000

FRIENDS OF HARKNESS MEMORIAL STATE
PARK
P O BOX 10
WATERFORD,CT06385 		NONE PC GENERAL OPERATING 20,000

EDUCATED CANINES ASSISTING WITH
DISABILITIES (ECAD)
P O BOX 831
TORRINGTON,CT06790 		NONE PC GENERAL OPERATING 15,000

NORTH COUNTRY SCHOOL INC

4382 CASCADE RD
LAKE PLACID,NJ12946 		NONE PC GENERAL OPERATING 20,000

WORLD BICYCLE RELIEF

1000 W FULTON MARKET 4TH FLOOR
CHICAGO,IL60607 		NONE PC GENERAL OPERATING 10,000

FIRST CONGREGATIONAL CHURCH IN ESSEX

6 METHODIST HILL
ESSEX,CT06426 		NONE PC GENERAL OPERATING 5,000

MYSTIC MUSEUM OF ART

9 WATER STREET
MYSTIC,CT06355 		NONE PC GENERAL OPERATING 100,000

LAHAINA COMMUNITY LAND TRUST

117 PUALU PL
LAHAINA,HI96761 		NONE PC GENERAL OPERATING 10,000
Total .................................right arrow 3a 3,320,000
bApproved for future payment
Total ................................. right arrow 3b  
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 ........... 		         
4 Dividends and interest from securities ....     14 1,864,267  
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 ............ 		    18 649,532  
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) ..   2,513,799  
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,513,799
(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.
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 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:
KITCHINGS FAMILY FOUNDATION
EIN:
06-6044228
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 2,500     2,500

TY 2024 InvestmentsCorpBondsSchedule
Name:
KITCHINGS FAMILY FOUNDATION
EIN:
06-6044228
Name of Bond End of Year Book Value End of Year Fair Market Value
258620566 DOUBLELINE TOTAL RET 825,000 704,091
921937504 VANGUARD TOTAL BOND 6,113,532 5,919,499
921937702 VANGUARD SHORT-TERM 1,284,266 1,270,549
46429B267 ISHARES US TREASURY 1,873,600 1,838,400

TY 2024 InvestmentsCorpStockSchedule
Name:
KITCHINGS FAMILY FOUNDATION
EIN:
06-6044228
Name of Stock End of Year Book Value End of Year Fair Market Value
291011104 EMERSON ELEC CO 148,867 676,658
907818108 UNION PAC CORP 140,759 1,452,843
931142103 WALMART INC 316,872 1,479,933
693475105 PNC FINL SVCS GROUP 256,909 877,468
92826C839 VISA INC CL A 137,932 2,444,885
254687106 DISNEY WALT CO NEW 250,790 861,404
58933Y105 MERCK & CO INC 304,556 905,367
20030N101 COMCAST CORP-CL A 770,982 1,024,757
02079K107 ALPHABET INC CL C 143,595 2,426,586
617446448 MORGAN STANLEY 440,010 1,716,329
68389X105 ORACLE CORPORATION 255,049 1,971,684
166764100 CHEVRON CORP 396,498 1,318,189
22160K105 COSTCO WHOLESALE COR 219,059 1,249,792
46625H100 JP MORGAN CHASE & CO 381,281 2,399,737
478160104 JOHNSON & JOHNSON 193,956 789,625
580135101 MCDONALDS CORP 112,912 791,110
91324P102 UNITEDHEALTH GROUP I 345,676 1,380,492
191216100 COCA COLA CO 11,876 6,848,600
438516106 HONEYWELL INTERNATIO 396,397 616,454
842587107 SOUTHERN COMPANY 162,392 449,467
949746101 WELLS FARGO & CO 235,565 639,254
02079K305 ALPHABET INC CL A 132,003 2,248,316
882508104 TEXAS INSTRUMENTS IN 150,711 1,023,805
437076102 HOME DEPOT INC 113,836 1,769,905
594918104 MICROSOFT CORP 488,843 6,521,448
00287Y109 ABBVIE INC 40,077 970,242
717081103 PFIZER INC 395,691 482,926
742718109 PROCTER & GAMBLE CO 591 610,246
65339F101 NEXTERA ENERGY INC 342,335 521,903
11135F101 BROADCOM INC 259,664 3,375,590
747525103 QUALCOMM INC 627,336 698,971
883556102 THERMO FISHER SCIENT 259,123 330,866
67066G104 NVIDIA CORP 186,710 1,831,716
G8994E103 TRANE TECHNOLOGIES P 247,963 1,680,543
002824100 ABBOTT LABS 214,036 1,183,922
020002101 ALLSTATE CORP 304,593 1,228,265
023135106 AMAZON.COM INC 674,942 1,996,668
031162100 AMGEN INC 378,196 1,185,912
037833100 APPLE INC 133,921 5,698,057
060505104 BANK OF AMERICA CORP 426,423 1,600,088
084670702 BERKSHIRE HATHAWAY I 92,088 205,789
75513E101 RTX CORPORATION 324,318 916,271
025537101 AMERICAN ELEC PWR IN 429,088 419,647
110122108 BRISTOL MYERS SQUIBB 236,120 180,144
22052L104 CORTEVA INC 239,762 259,168
40412C101 HCA HEALTHCARE INC 424,355 477,839
723787107 PIONEER NATURAL RESO    
74762E102 QUANTA SERVICES INC 361,342 862,500
09857L108 BOOKING HOLDINGS INC 358,696 670,737
G54950103 LINDE PLC 222,953 571,066
30231G102 EXXON MOBIL CORP 474,297 568,292

TY 2024 InvestmentsOtherSchedule2
Name:
KITCHINGS FAMILY FOUNDATION
EIN:
06-6044228
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
464287507 ISHARES CORE S&P MID AT COST 2,353,182 3,651,678
464287465 ISHARES MSCI EAFE ET AT COST 583,690 850,764
233203868 DFA LARGE CAP INTERN AT COST 567,654 929,173
04314H857 ARTISAN INTERNATIONA AT COST 673,844 873,749
464287457 ISHARES BARCLAYS 1-3 AT COST 768,428 762,414
92206C755 VANGUARD MORTGAGE-BA AT COST 725,000 703,619

TY 2024 OtherDecreasesSchedule
Name:
KITCHINGS FAMILY FOUNDATION
EIN:
06-6044228
Description Amount
2024 TRANSACTION POSTED IN 2025 30,303
MUTUAL FUNDS ADJUSTMENT 26


TY 2024 OtherExpensesSchedule
Name:
KITCHINGS FAMILY FOUNDATION
EIN:
06-6044228
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER ALLOCABLE EXPENSE-INCOME 870 0   870
OTHER EXPENSE (NON-DEDUCTIBLE 153 153   0


TY 2024 OtherIncreasesSchedule
Name:
KITCHINGS FAMILY FOUNDATION
EIN:
06-6044228
Description Amount
2023 TRANSACTION POSTED IN 2024 21,051
RECOVERY OF PRIOR YEAR GRANTS 20,000
ROUNDING 2


TY 2024 TaxesSchedule
Name:
KITCHINGS FAMILY FOUNDATION
EIN:
06-6044228
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL TAX PAYMENT - PRIOR YE 81,596 0   0
FOREIGN TAXES ON QUALIFIED FOR 4,600 4,600   0
FOREIGN TAXES ON NONQUALIFIED 487 487   0