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
DOMENICK AND MARY MONGILLO FAMILY
CHARITABLE FOUNDATION INC
Number and street (or P.O. box number if mail is not delivered to street address)66 HERITAGE DRIVE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BERLIN, CT060373946
A Employer identification number

82-1446822
B Telephone number (see instructions)

(203) 789-2306
C 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$1,210,609J 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... 6,329 6,329  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 149,225
b Gross sales price for all assets on line 6a 625,162
7 Capital gain net income (from Part IV, line 2)... 149,225
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........ 155,554 155,554  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
2,781 0   0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
4,750 0   0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
45 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
12,898 12,898   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 20,474 12,898   0
25 Contributions, gifts, grants paid....... 45,000 45,000
26 Total expenses and disbursements. Add lines 24 and 25 65,474 12,898   45,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 90,080
b Net investment income (if negative, enter -0-) 142,656
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.............      
2 Savings and temporary cash investments......... 96,787 32,357 32,357
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 646,981 Click to see attachment
List of Attached Documents:
// Content
801,491 		1,178,252
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) 743,768 833,848 1,210,609
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........ 428,258 428,258
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 315,510 405,590
29 Total net assets or fund balances (see instructions)..... 743,768 833,848
30 Total liabilities and net assets/fund balances (see instructions). 743,768 833,848
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
743,768
2
Enter amount from Part I, line 27a .....................
2
90,080
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
833,848
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
833,848
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 EV TAX MANAGED GRW P 2016-07-11 2024-03-11
b ACADIA HEALTHCARE P 2023-10-13 2024-05-02
c ACADIA HEALTHCARE P 2024-09-19 2024-05-02
d ACADIA HEALTHCARE P 2023-10-13 2024-05-16
e ADOBE INC P 2023-10-13 2024-02-06
ADVANCED MICRO DEVICES P 2024-01-04 2024-01-30
ADVANCED MICRO DEVICES P 2024-01-08 2024-01-30
ADVANCED MICRO DEVICES P 2024-03-19 2024-04-12
ADVANCED MICRO DEVICES P 2024-01-04 2024-04-24
ADVANCED MICRO DEVICES P 2024-03-19 2024-04-24
ADVANCED MICRO DEVICES P 2023-11-01 2024-07-17
ADVANCED MICRO DEVICES P 2024-01-04 2024-07-17
ADVANCED MICRO DEVICES P 2024-06-04 2024-07-17
ADVANCED MICRO DEVICES P 2024-10-08 2024-10-30
AKERO THERAPUTICS INC P 2024-03-07 2024-05-01
AKERO THERAPUTICS INC P 2024-03-19 2024-05-01
ALPHABET INC P 2023-10-13 2024-01-05
ALPHABET INC P 2025-01-25 2024-01-31
ALPHABET INC P 2023-10-13 2024-02-16
ALPHABET INC P 2024-01-25 2024-02-16
ALPHABET INC P 2023-10-13 2024-03-06
ALPHABET INC P 2024-03-18 2024-05-01
ALPHABET INC P 2024-04-23 2024-05-01
ALPHABET INC P 2024-03-18 2024-05-03
ALPHABET INC P 2024-03-19 2024-05-03
ALPHABET INC P 2024-03-19 2024-05-10
ALPHABET INC P 2024-06-04 2024-11-21
AMAZON INC P 2024-06-10 2024-10-07
AMAZON INC P 2024-08-01 2024-10-07
AMGEN INC P 2023-10-13 2024-02-23
AMGEN INC P 2023-10-11 2024-03-28
AMGEN INC P 2023-10-13 2024-03-28
AMGEN INC P 2024-03-19 2024-03-28
AMGEN INC P 2023-10-02 2024-04-01
AMGEN INC P 2023-10-10 2024-04-01
AMGEN INC P 2024-03-19 2024-04-01
AMGEN INC P 2024-05-10 2024-11-15
AMGEN INC P 2024-07-18 2024-11-15
APPLE INC P 2023-12-07 2024-02-02
APPLOVIN CORP P 2024-09-10 2024-09-18
APPLOVIN CORP P 2024-09-12 2024-09-18
APPLOVIN CORP P 2024-05-09 2024-09-23
APPLOVIN CORP P 2024-09-10 2024-09-23
APPLOVIN CORP P 2024-05-09 2024-10-01
APPLOVIN CORP P 2024-05-09 2024-10-18
APPLOVIN CORP P 2024-06-04 2024-10-18
APPLOVIN CORP P 2024-06-04 2024-11-05
APPLOVIN CORP P 2024-06-04 2024-11-11
APPLOVIN CORP P 2024-07-18 2024-11-11
APPLOVIN CORP P 2024-07-18 2024-11-20
ASCENDIS PHARMA A/S ADR P 2024-07-03 2024-10-17
ASTERA LABS INC P 2024-08-27 2024-11-21
ASTERA LABS INC P 2024-08-27 2024-12-31
ASTRAZENECA PLC ADR P 2024-07-25 2024-09-23
BLACKSTONE INC P 2023-11-24 2024-02-13
BLACKSTONE INC P 2024-09-19 2024-09-25
BOSTON SCIENTIFIC CORP P 2024-03-19 2024-09-23
BOSTON SCIENTIFIC CORP P 2024-06-04 2024-09-23
BROADROOM INC P 2024-07-16 2024-10-22
BROADROOM INC P 2024-07-16 2024-10-29
BROADROOM INC P 2024-08-05 2024-10-29
BROADROOM INC P 2024-08-05 2024-11-06
BROADROOM INC P 2024-09-06 2024-11-06
BROADROOM INC P 2024-09-06 2024-11-14
BUILDERS FIRST SOURCE INC P 2024-08-09 2024-10-04
BUILDERS FIRST SOURCE INC P 2024-11-06 2024-12-20
BURLINGTON STORES INC P 2024-02-08 2024-06-10
BURLINGTON STORES INC P 2024-03-19 2024-06-10
BURLINGTON STORES INC P 2024-06-04 2024-06-10
BURLINGTON STORES INC P 2023-11-21 2024-10-16
BURLINGTON STORES INC P 2024-02-08 2024-10-16
BURLINGTON STORES INC P 2024-11-13 2024-12-19
CME GROUP INC P 2023-10-13 2024-01-05
CME GROUP INC P 2023-10-13 2024-01-09
CME GROUP INC P 2023-03-14 2024-01-16
CME GROUP INC P 2023-03-30 2024-01-16
CADENCE DESIGN SYS INC P 2023-10-13 2024-08-20
CADENCE DESIGN SYS INC P 2024-03-19 2024-08-20
CADENCE DESIGN SYS INC P 2024-06-04 2024-08-20
CHENIERE ENERGY INC NEW P 2023-10-13 2024-02-05
CHENIERE ENERGY INC NEW P 2023-11-01 2024-02-05
CHENIERE ENERGY INC NEW P 2023-11-01 2024-02-22
CITIGROUP INC NEW P 2024-03-19 2024-04-16
CITIGROUP INC NEW P 2024-03-28 2024-04-16
CITIGROUP INC NEW P 2024-01-31 2024-08-05
CITIGROUP INC NEW P 2024-02-23 2024-08-05
CITIGROUP INC NEW P 2024-06-04 2024-08-05
COINBASE GLOBAL INC P 2024-11-19 2024-12-02
CONSTELLATION ENERGY CORP P 2024-05-23 2024-11-11
CONSTELLATION ENERGY CORP P 2024-06-04 2024-11-11
COUPANG INC P 2024-10-14 2024-12-05
COUPANG INC P 2024-11-05 2024-12-05
COUPANG INC P 2024-10-14 2024-12-13
DR HORTON INC P 2024-01-22 2024-02-12
DANAHER CORP P 2023-10-13 2024-01-05
DANAHER CORP P 2024-03-19 2024-11-06
DANAHER CORP P 2024-06-04 2024-11-06
DANAHER CORP P 2024-08-02 2024-11-06
DANAHER CORP P 2024-03-19 2024-12-16
DELL TECHS INC P 2023-10-05 2024-02-15
DELL TECHS INC P 2023-10-13 2024-02-15
DELL TECHS INC P 2024-02-02 2024-02-15
DELL TECHS INC P 2024-04-16 2024-10-28
DELL TECHS INC P 2024-06-04 2024-10-28
DELL TECHS INC P 2024-04-16 2024-12-04
DELL TECHS INC P 2024-09-03 2024-12-04
DELL TECHS INC P 2024-11-26 2024-12-04
DELL TECHS INC P 2024-09-03 2024-12-09
DEXCOM INC P 2023-06-15 2024-01-22
DEXCOM INC P 2023-12-22 2024-01-22
DEXCOM INC P 2023-02-14 2024-02-02
DEXCOM INC P 2023-03-16 2024-02-02
DEXCOM INC P 2023-10-02 2024-02-02
DEXCOM INC P 2023-10-02 2024-08-01
DEXCOM INC P 2023-10-13 2024-08-01
DEXCOM INC P 2024-03-19 2024-08-01
DEXCOM INC P 2024-06-04 2024-08-01
DIAMONDBACK ENERGY INC P 2023-10-13 2024-03-18
DIAMONDBACK ENERGY INC P 2023-10-13 2024-04-22
DIAMONDBACK ENERGY INC P 2024-02-13 2024-04-22
DIAMONDBACK ENERGY INC P 2024-03-19 2024-04-22
DIAMONDBACK ENERGY INC P 2023-05-10 2024-05-10
DIAMONDBACK ENERGY INC P 2024-02-13 2024-05-10
DRAFTKINGS INC NEW P 2024-02-16 2024-11-06
DRAFTKINGS INC NEW P 2024-03-19 2024-11-06
DRAFTKINGS INC NEW P 2024-03-19 2024-11-08
DRAFTKINGS INC NEW P 2024-09-11 2024-11-08
EPAM SYSTEMS INC P 2023-12-12 2024-03-21
EPAM SYSTEMS INC P 2024-03-19 2024-03-21
EQUINOX INC PAR $0.001 P 2023-12-29 2024-01-03
EQUINOX INC PAR $0.001 P 2024-05-03 2024-12-19
EQUINOX INC PAR $0.001 P 2024-06-04 2024-12-19
EQUINOX INC PAR $0.001 P 2024-07-25 2024-12-19
FLUENCE ENERGY INC P 2024-02-12 2024-02-22
FREEPORT MCMORAN INC P 2024-04-11 2024-06-11
FREEPORT MCMORAN INC P 2024-06-04 2024-06-11
HEICO CORP NEW P 2024-04-19 2024-09-30
HEICO CORP NEW P 2024-06-04 2024-09-30
HEICO CORP NEW P 2024-03-19 2024-11-26
HEICO CORP NEW P 2024-04-19 2024-11-26
HEICO CORP NEW P 2024-03-19 2024-12-19
HILTON WORLDWIDE NEW P 2023-12-19 2024-01-26
HUBSPOT INC P 2024-06-04 2024-07-12
HUMANA INC P 2023-10-13 2024-01-19
HUMANA INC P 2023-10-13 2024-01-19
HUMANA INC P 2023-08-24 2024-01-24
HUMANA INC P 2023-10-13 2024-01-24
IMMUNOVANT INC P 2024-01-16 2024-04-17
INTL BUSINESS MACHS CORP P 2024-03-12 2024-05-03
INTL BUSINESS MACHS CORP P 2024-03-19 2024-05-03
INTL BUSINESS MACHS CORP P 2024-04-16 2024-05-09
INTUIT INC P 2023-10-13 2024-04-08
INTUIT INC P 2024-03-19 2024-04-08
INTUIT INC P 2023-10-13 2024-06-04
INTUIT INC P 2024-06-04 2024-06-04
LIBERTY MEDIA CORP P 2024-02-29 2024-11-20
LIBERTY MEDIA CORP P 2024-06-04 2024-11-20
ELI LILLY & CO P 2024-03-19 2024-05-03
ELI LILLY & CO P 2024-04-02 2024-05-03
ELI LILLY & CO P 2024-03-19 2024-11-19
ELI LILLY & CO P 2024-06-04 2024-11-19
MADRIGAL PHARMS INC P 2024-05-03 2024-11-05
MADRIGAL PHARMS INC P 2024-06-04 2024-11-05
MARTIN MARIETTA MTLS INC P 2024-03-19 2024-05-07
MARTIN MARIETTA MTLS INC P 2023-10-13 2024-06-24
MARTIN MARIETTA MTLS INC P 2024-06-04 2024-06-24
MARTIN MARIETTA MTLS INC P 2023-10-13 2024-09-12
MARVELL TECHNOLOGY INC P 2023-10-13 2024-03-12
MARVELL TECHNOLOGY INC P 2024-01-05 2024-03-12
MARVELL TECHNOLOGY INC P 2024-03-19 2024-04-09
MARVELL TECHNOLOGY INC P 2023-10-13 2024-07-18
MARVELL TECHNOLOGY INC P 2024-03-19 2024-07-18
MARVELL TECHNOLOGY INC P 2024-06-04 2024-07-18
MARVELL TECHNOLOGY INC P 2023-10-13 2024-07-25
MARVELL TECHNOLOGY INC P 2023-10-13 2024-08-30
MCKESSON CORP P 2024-03-19 2024-09-05
MCKESSON CORP P 2024-06-04 2024-09-05
MCKESSON CORP P 2023-09-28 2024-09-19
MCKESSON CORP P 2023-10-13 2024-09-19
MCKESSON CORP P 2024-03-19 2024-09-19
MERCADOLIBRE INC P 2024-03-19 2024-09-06
MERCADOLIBRE INC P 2024-06-04 2024-09-06
MICRON TECHNOLOGY INC P 2024-04-16 2024-06-26
MICRON TECHNOLOGY INC P 2024-06-04 2024-06-26
MICRON TECHNOLOGY INC P 2024-03-19 2024-07-22
MICRON TECHNOLOGY INC P 2024-04-16 2024-07-22
MICRON TECHNOLOGY INC P 2024-01-19 2024-08-29
MICRON TECHNOLOGY INC P 2024-03-19 2024-08-29
MICRON TECHNOLOGY INC P 2023-12-29 2024-09-19
MICRON TECHNOLOGY INC P 2024-02-22 2024-09-19
MICRON TECHNOLOGY INC P 2023-12-29 2024-10-22
MICRON TECHNOLOGY INC P 2024-01-17 2024-10-22
MOBILEYE GLOBAL INC P 2024-01-16 2024-06-12
MOBILEYE GLOBAL INC P 2024-01-26 2024-06-12
MOBILEYE GLOBAL INC P 2024-01-26 2024-06-17
MOBILEYE GLOBAL INC P 2024-03-19 2024-06-17
MOBILEYE GLOBAL INC P 2024-06-04 2024-06-17
MONGODB INC P 2023-11-07 2024-05-20
MONGODB INC P 2024-04-01 2024-05-20
MONGODB INC P 2023-10-13 2024-05-31
MONGODB INC P 2024-03-19 2024-05-31
MONGODB INC P 2024-04-01 2024-05-31
NRG ENERGY INC NEW P 2024-05-31 2024-12-03
NATERA INC P 2024-03-19 2024-05-23
NATERA INC P 2024-03-19 2024-08-09
NATERA INC P 2024-06-04 2024-08-09
NATERA INC P 2024-03-19 2024-08-28
NATERA INC P 2024-02-26 2024-11-06
NATERA INC P 2024-03-19 2024-11-06
NATERA INC P 2024-02-26 2024-11-12
NETFLIX INC P 2024-03-19 2024-08-07
NETFLIX INC P 2024-06-04 2024-08-07
NVIDIA CORP P 2024-03-19 2024-03-21
NUVALENT INC P 2024-09-18 2024-12-31
OLD DOMINION FREIGHT P 2023-10-13 2024-06-14
OLD DOMINION FREIGHT P 2024-03-19 2024-06-14
OLD DOMINION FREIGHT P 2024-01-03 2024-06-14
OLD DOMINION FREIGHT P 2024-01-03 2024-08-02
OLD DOMINION FREIGHT P 2024-06-04 2024-08-02
PPL CORP P 2024-11-05 2024-12-13
PINTREST INC P 2023-12-11 2024-07-25
PINTREST INC P 2024-01-26 2024-07-25
PINTREST INC P 2024-06-04 2024-07-25
PINTREST INC P 2023-12-11 2024-12-10
PINTREST INC P 2024-03-19 2024-12-10
PINTREST INC P 2024-03-19 2024-12-13
PINTREST INC P 2024-10-01 2024-12-13
RH P 2024-03-21 2024-04-16
SCHLUMBERGER LTD P 2023-10-13 2024-01-08
SCHLUMBERGER LTD P 2023-10-13 2024-02-12
SERVICENOW INC P 2024-03-19 2024-04-11
SERVICENOW INC P 2023-10-13 2024-08-15
SHOPIFY INC CL P 2023-11-02 2024-02-01
SHOPIFY INC CL P 2024-05-22 2024-11-12
SHOPIFY INC CL P 2024-06-04 2024-11-12
SNAP INC CL P 2024-01-18 2024-02-07
SNOWFLAKE INC P 2024-02-02 2024-04-01
SNOWFLAKE INC P 2024-02-12 2024-04-01
SNOWFLAKE INC P 2024-03-19 2024-04-01
BLOCK INC P 2024-10-17 2024-11-25
STRYKER CORP P 2024-01-12 2024-08-01
STRYKER CORP P 2024-01-22 2024-08-01
STRYKER CORP P 2024-03-19 2024-08-01
STRYKER CORP P 2024-06-04 2024-08-01
TESLA INC P 2023-10-13 2024-01-12
TESLA INC P 2023-10-13 2024-04-15
TESLA INC P 2023-10-13 2024-06-10
TESLA INC P 2024-03-19 2024-06-10
TESLA INC P 2024-06-04 2024-06-10
TESLA INC P 2024-03-19 2024-08-01
TESLA INC P 2024-07-29 2024-08-01
TRADE DESK INC A P 2024-05-03 2024-05-09
TRADE DESK INC A P 2024-06-17 2024-07-26
TRANSDIGM GROUP INC P 2023-10-13 2024-01-25
TRANSDIGM GROUP INC P 2024-03-19 2024-07-16
TRANSDIGM GROUP INC P 2024-06-04 2024-07-16
TRANSMEDICS GROUP INC P 2023-11-07 2024-01-12
TRANSMEDICS GROUP INC P 2023-11-22 2024-01-12
TRANSMEDICS GROUP INC P 2023-11-07 2024-02-26
UBER TECHNOLOGIES INC P 2023-11-03 2024-04-10
UBER TECHNOLOGIES INC P 2024-03-19 2024-04-10
UBER TECHNOLOGIES INC P 2023-10-13 2024-06-10
UBER TECHNOLOGIES INC P 2023-11-03 2024-06-10
UBER TECHNOLOGIES INC P 2024-06-04 2024-06-10
UBER TECHNOLOGIES INC P 2023-10-13 2024-09-03
UBER TECHNOLOGIES INC P 2024-08-06 2024-09-03
UBER TECHNOLOGIES INC P 2023-10-13 2024-09-12
UNITEDHEALTH GROUP INC P 2023-10-13 2024-01-18
UNITEDHEALTH GROUP INC P 2023-10-13 2024-03-22
UNITEDHEALTH GROUP INC P 2024-03-19 2024-03-22
UNITEDHEALTH GROUP INC P 2024-11-15 2024-12-10
UNITEDHEALTH GROUP INC P 2024-07-16 2024-12-11
UNITEDHEALTH GROUP INC P 2024-11-15 2024-12-11
VAXCYTE INC P 2023-04-19 2024-01-26
VAXCYTE INC P 2024-03-19 2024-10-24
VAXCYTE INC P 2024-06-04 2024-10-24
VAXCYTE INC P 2024-03-19 2024-12-05
VERTEX PHARMS INC P 2023-10-13 2024-03-19
VERTEX PHARMS INC P 2023-05-15 2024-03-28
VERTEX PHARMS INC P 2023-10-13 2024-03-28
VERTEX PHARMS INC P 2024-03-19 2024-03-28
VERTIV HLDGS LLC A P 2023-11-30 2024-02-15
VISA INC CL A P 2024-03-19 2024-04-08
VISA INC CL A P 2024-03-19 2024-04-30
WABTEC P 2023-12-26 2024-04-19
WABTEC P 2024-03-19 2024-04-19
WABTEC P 2023-10-13 2024-06-18
WABTEC P 2023-12-26 2024-06-18
WABTEC P 2024-06-04 2024-06-18
WABTEC P 2023-10-13 2024-09-25
WALMART INC P 2024-03-19 2024-05-01
WALMART INC P 2024-04-01 2024-05-01
WALMART INC P 2024-02-20 2024-08-05
WALMART INC P 2024-04-01 2024-08-05
WALMART INC P 2024-06-04 2024-08-05
WAYFAIR INC A P 2023-12-14 2024-01-17
ON HOLDING AG A P 2024-05-17 2024-09-13
ON HOLDING AG A P 2024-06-04 2024-09-13
ON HOLDING AG A P 2024-05-17 2024-09-30
SPOTIFY TECHNOLOGY P 2023-10-24 2024-01-17
SPOTIFY TECHNOLOGY P 2023-12-29 2024-01-17
ACADIA HEALTHCARE P 2022-04-08 2024-05-16
ACADIA HEALTHCARE P 2023-04-13 2024-05-16
ADOBE INC P 2023-10-13 2024-10-22
CHENIERE ENERGY INC NEW P 2022-04-26 2024-02-22
DANAHER CORP P 2020-09-24 2024-12-16
DANAHER CORP P 2023-10-13 2024-12-16
DIAMONDBACK ENERGY INC P 2023-04-03 2024-05-10
DIAMONDBACK ENERGY INC P 2023-04-10 2024-05-10
EV TAX MANAGED GRW P 2016-07-11 2024-06-04
HEICO CORP NEW P 2023-12-08 2024-12-19
INTUIT INC P 2020-09-24 2024-06-04
MAC SCI & TECH A P 2016-07-11 2024-06-04
MAC SCI & TECH A P 2016-12-19 2024-06-04
MAC SCI & TECH A P 2017-12-04 2024-06-04
MAC SCI & TECH A P 2017-12-15 2024-06-04
MAC SCI & TECH A P 2017-12-15 2024-06-04
MAC SCI & TECH A P 2018-12-14 2024-06-04
MARTIN MARIETTA MTLS INC P 2023-01-20 2024-09-12
MARTIN MARIETTA MTLS INC P 2023-02-02 2024-09-12
MARTIN MARIETTA MTLS INC P 2023-02-23 2024-09-12
MARVELL TECHNOLOGY INC P 2022-09-08 2024-08-30
MARVELL TECHNOLOGY INC P 2022-09-27 2024-08-30
MARVELL TECHNOLOGY INC P 2022-12-02 2024-08-30
MARVELL TECHNOLOGY INC P 2022-09-27 2024-10-09
MARVELL TECHNOLOGY INC P 2022-10-19 2024-10-09
MARVELL TECHNOLOGY INC P 2022-11-10 2024-10-09
MARVELL TECHNOLOGY INC P 2023-01-13 2024-10-09
MCKESSON CORP P 2022-04-25 2024-09-19
MCKESSON CORP P 2022-05-04 2024-09-19
MONGODB INC P 2023-05-12 2024-05-31
NATERA INC P 2022-08-15 2024-11-12
NATERA INC P 2023-11-14 2024-11-20
OLD DOMINION FREIGHT P 2022-11-10 2024-08-02
PINTREST INC P 2023-07-31 2024-12-13
PINTREST INC P 2023-10-09 2024-12-13
PINTREST INC P 2023-09-20 2024-12-20
PINTREST INC P 2023-10-13 2024-12-20
SCHLUMBERGER LTD P 2022-11-04 2024-02-12
SCHLUMBERGER LTD P 2022-12-01 2024-02-12
SCHLUMBERGER LTD P 2022-12-27 2024-02-12
SCHLUMBERGER LTD P 2023-01-10 2024-02-12
TESLA INC P 2023-02-17 2024-06-10
TESLA INC P 2023-03-06 2024-06-10
UBER TECHNOLOGIES INC P 2020-11-02 2024-09-12
UBER TECHNOLOGIES INC P 2023-02-07 2024-09-12
UNITEDHEALTH GROUP INC P 2020-09-24 2024-03-22
UNITEDHEALTH GROUP INC P 2021-11-24 2024-03-22
VAXCYTE INC P 2022-12-16 2024-01-26
VAXCYTE INC P 2022-12-16 2024-12-05
VAXCYTE INC P 2023-10-13 2024-12-05
VERTEX PHARMS INC P 2021-12-02 2024-03-28
WABTEC P 2022-11-03 2024-09-25
WABTEC P 2022-11-08 2024-09-25
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 124,994   50,848 74,146
b 601   685 -84
c 735   861 -126
d 795   913 -118
e 1,816   1,651 165
172   136 36
1,207   1,027 180
1,631   1,822 -191
759   681 78
607   729 -122
1,790   1,178 612
325   272 53
976   969 7
2,404   2,735 -331
859   1,327 -468
260   349 -89
963   972 -9
2,144   2,295 -151
1,277   1,250 27
142   153 -11
1,457   1,528 -71
836   746 90
1,170   1,121 49
1,345   1,194 151
504   444 60
2,032   1,775 257
2,680   2,775 -95
2,713   2,797 -84
1,447   1,478 -31
1,735   1,703 32
1,140   1,129 11
570   568 2
285   272 13
563   531 32
281   271 10
563   544 19
1,986   2,196 -210
1,418   1,665 -247
1,488   1,554 -66
862   609 253
1,355   1,164 191
1,142   767 375
889   609 280
1,670   1,107 563
1,450   852 598
580   327 253
3,976   1,963 2,013
4,555   1,309 3,246
1,708   482 1,226
3,574   884 2,690
1,649   1,772 -123
2,740   1,162 1,578
2,398   804 1,594
2,081   2,104 -23
1,250   1,064 186
1,682   1,751 -69
754   604 150
1,340   1,209 131
1,622   1,508 114
1,774   1,676 98
532   427 105
1,078   855 223
359   279 80
2,418   1,952 466
2,481   2,022 459
1,949   2,282 -333
460   400 60
920   883 37
460   461 -1
2,058   1,318 740
772   600 172
3,130   3,005 125
1,200   1,320 -120
988   1,089 -101
597   551 46
398   376 22
280   250 30
840   913 -73
560   570 -10
1,120   1,229 -109
160   169 -9
795   845 -50
689   710 -21
1,320   1,454 -134
1,239   1,259 -20
1,126   1,122 4
225   247 -22
3,062   3,232 -170
1,417   1,359 58
945   817 128
72   77 -5
1,993   2,220 -227
2,019   2,184 -165
1,184   1,253 -69
919   838 81
495   504 -9
495   526 -31
1,486   1,654 -168
470   504 -34
661   525 136
578   482 96
1,157   1,211 -54
1,462   1,430 32
244   274 -30
252   238 14
126   112 14
1,891   2,135 -244
1,967   1,786 181
389   389 0
907   848 59
362   356 6
483   459 24
241   188 53
212   281 -69
1,270   1,356 -86
353   663 -310
141   233 -92
1,139   1,006 133
404   335 69
404   332 72
808   764 44
403   263 140
1,006   830 176
2,011   2,376 -365
569   642 -73
671   728 -57
1,381   1,331 50
1,703   1,658 45
284   295 -11
3,998   4,046 -48
6,545   4,904 1,641
935   760 175
1,870   1,566 304
790   1,298 -508
1,721   1,778 -57
246   249 -3
775   591 184
1,551   1,344 207
276   189 87
1,659   1,183 476
1,423   1,135 288
1,155   1,080 75
3,782   4,893 -1,111
811   1,019 -208
406   505 -99
803   965 -162
1,204   1,515 -311
657   965 -308
1,163   1,376 -213
332   382 -50
1,328   1,472 -144
644   535 109
1,288   1,253 35
1,716   1,606 110
572   571 1
1,415   1,235 180
916   816 100
742   758 -16
1,483   1,522 -39
1,451   1,517 -66
726   829 -103
1,974   1,398 576
329   242 87
1,792   1,787 5
1,623   1,283 340
541   556 -15
2,061   1,710 351
287   214 73
1,577   1,321 256
944   830 114
931   748 183
998   958 40
1,330   1,328 2
2,121   1,710 411
76   53 23
515   530 -15
515   571 -56
1,012   889 123
1,518   1,374 144
506   530 -24
3,951   2,996 955
1,976   1,659 317
989   849 140
2,120   1,886 234
1,148   922 226
804   849 -45
1,360   1,221 139
777   737 40
629   600 29
1,438   1,374 64
1,618   1,285 333
1,510   1,166 344
1,149   1,167 -18
1,002   974 28
361   372 -11
750   766 -16
500   466 34
727   744 -17
1,455   1,424 31
467   710 -243
467   692 -225
234   356 -122
1,693   1,361 332
1,829   1,542 287
227   181 46
2,043   1,923 120
2,610   1,995 615
1,011   596 415
1,390   998 392
1,483   820 663
1,243   1,218 25
1,865   1,883 -18
5,494   5,144 350
1,317   1,772 -455
690   841 -151
690   837 -147
172   195 -23
972   976 -4
194   180 14
2,297   2,302 -5
152   142 10
912   905 7
1,217   1,313 -96
860   957 -97
1,465   1,553 -88
428   473 -45
1,773   1,905 -132
1,700   2,200 -500
1,246   1,481 -235
581   711 -130
770   747 23
829   553 276
1,290   1,018 272
2,696   1,422 1,274
562   297 265
865   1,241 -376
1,606   2,173 -567
1,445   2,100 -655
803   766 37
2,811   2,291 520
1,655   1,561 94
993   941 52
662   708 -46
331   341 -10
1,095   1,270 -175
1,329   2,032 -703
174   254 -80
696   687 9
348   350 -2
221   172 49
1,987   2,080 -93
2,031   2,043 -12
1,670   1,756 -86
2,157   1,699 458
1,274   1,182 92
1,274   1,336 -62
983   730 253
1,229   1,046 183
1,445   1,217 228
148   96 52
1,181   1,197 -16
274   179 95
1,369   962 407
342   324 18
578   358 220
1,733   1,550 183
683   447 236
2,555   2,669 -114
493   534 -41
986   978 8
2,261   2,364 -103
4,304   4,379 -75
1,076   1,182 -106
1,478   1,065 413
1,231   751 480
895   578 317
539   410 129
1,654   1,478 176
418   348 70
418   370 48
836   824 12
1,759   1,204 555
1,111   1,143 -32
1,353   1,428 -75
434   382 52
1,013   991 22
970   617 353
647   509 138
485   495 -10
905   514 391
295   303 -8
1,122   1,143 -21
1,413   1,231 182
471   421 50
202   198 4
906   1,136 -230
1,025   803 222
488   411 77
1,755   1,339 416
198   170 28
792   758 34
928   1,044 -116
265   300 -35
2,462   2,752 -290
795   680 115
2,115   1,625 490
1,410   1,257 153
604   430 174
604   430 174
32,091   12,529 19,562
712   538 174
2,287   1,238 1,049
10,516   11,181 -665
29,223   31,071 -1,848
7,532   8,009 -477
3,091   3,287 -196
186   198 -12
2,832   3,011 -179
515   348 167
1,030   746 284
1,030   719 311
610   383 227
458   259 199
687   392 295
364   216 148
1,384   722 662
656   373 283
802   439 363
506   315 191
1,012   628 384
467   532 -65
539   221 318
2,328   723 1,605
778   599 179
520   494 26
550   511 39
921   862 59
2,465   2,248 217
629   684 -55
339   363 -24
387   427 -40
97   112 -15
348   404 -56
348   387 -39
615   313 302
683   342 341
1,973   1,168 805
493   450 43
64   46 18
808   411 397
449   223 226
1,254   624 630
905   465 440
543   295 248
19,995     19,995
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       74,146
b       -84
c       -126
d       -118
e       165
      36
      180
      -191
      78
      -122
      612
      53
      7
      -331
      -468
      -89
      -9
      -151
      27
      -11
      -71
      90
      49
      151
      60
      257
      -95
      -84
      -31
      32
      11
      2
      13
      32
      10
      19
      -210
      -247
      -66
      253
      191
      375
      280
      563
      598
      253
      2,013
      3,246
      1,226
      2,690
      -123
      1,578
      1,594
      -23
      186
      -69
      150
      131
      114
      98
      105
      223
      80
      466
      459
      -333
      60
      37
      -1
      740
      172
      125
      -120
      -101
      46
      22
      30
      -73
      -10
      -109
      -9
      -50
      -21
      -134
      -20
      4
      -22
      -170
      58
      128
      -5
      -227
      -165
      -69
      81
      -9
      -31
      -168
      -34
      136
      96
      -54
      32
      -30
      14
      14
      -244
      181
      0
      59
      6
      24
      53
      -69
      -86
      -310
      -92
      133
      69
      72
      44
      140
      176
      -365
      -73
      -57
      50
      45
      -11
      -48
      1,641
      175
      304
      -508
      -57
      -3
      184
      207
      87
      476
      288
      75
      -1,111
      -208
      -99
      -162
      -311
      -308
      -213
      -50
      -144
      109
      35
      110
      1
      180
      100
      -16
      -39
      -66
      -103
      576
      87
      5
      340
      -15
      351
      73
      256
      114
      183
      40
      2
      411
      23
      -15
      -56
      123
      144
      -24
      955
      317
      140
      234
      226
      -45
      139
      40
      29
      64
      333
      344
      -18
      28
      -11
      -16
      34
      -17
      31
      -243
      -225
      -122
      332
      287
      46
      120
      615
      415
      392
      663
      25
      -18
      350
      -455
      -151
      -147
      -23
      -4
      14
      -5
      10
      7
      -96
      -97
      -88
      -45
      -132
      -500
      -235
      -130
      23
      276
      272
      1,274
      265
      -376
      -567
      -655
      37
      520
      94
      52
      -46
      -10
      -175
      -703
      -80
      9
      -2
      49
      -93
      -12
      -86
      458
      92
      -62
      253
      183
      228
      52
      -16
      95
      407
      18
      220
      183
      236
      -114
      -41
      8
      -103
      -75
      -106
      413
      480
      317
      129
      176
      70
      48
      12
      555
      -32
      -75
      52
      22
      353
      138
      -10
      391
      -8
      -21
      182
      50
      4
      -230
      222
      77
      416
      28
      34
      -116
      -35
      -290
      115
      490
      153
      174
      174
      19,562
      174
      1,049
      -665
      -1,848
      -477
      -196
      -12
      -179
      167
      284
      311
      227
      199
      295
      148
      662
      283
      363
      191
      384
      -65
      318
      1,605
      179
      26
      39
      59
      217
      -55
      -24
      -40
      -15
      -56
      -39
      302
      341
      805
      43
      18
      397
      226
      630
      440
      248
      19,995
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 2 149,225
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 1,983
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 1,983
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 1,983
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 1,324
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 1,324
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 659
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow   Refundedright arrow 11  
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
 
No
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 arrowDOMINIC SCARANO JR Telephone no.right arrow (203) 481-1120

Located atright arrow1224 MAIN STREETBRANFORDCT ZIP+4right arrow06405
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)
 
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
R EUGENE TORRENTI DIRECTOR
0.00 		0 0 0
2805 WHITNEY AVENUE
HAMDEN,CT06518
CHRISTOPHER COPPOLA III DIRECTOR
0.00 		0 0 0
66 HERITAGE DRIVE
BERLIN,CT06037
DOMINIC SCARANO JR DIRECTOR
0.00 		0 0 0
1224 MAIN STREET
BRANFORD,CT06405
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
1,001,444
b
Average of monthly cash balances.......................
1b
61,872
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
1,063,316
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
1,063,316
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
15,950
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,047,366
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
52,368
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
52,368
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
1,983
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,983
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
50,385
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
50,385
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
50,385
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
45,000
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
45,000
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 50,385
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 32,046
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 45,000
a Applied to 2023, but not more than line 2a 32,046
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..... 12,954
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 .......... 		37,431
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....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
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:
R EUGENE TORRENTI
2805 WHITNEY AVENUE
HAMDEN,CT06518
(203) 281-7005
bThe form in which applications should be submitted and information and materials they should include:
GENERAL WRITTEN REQUESTS
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
NONE
Form 990-PF (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

SACRED HEART UNIVERSITY

5151 PARK AVENUE
FAIRFILED,CT06825 		NONE PC TO CONTINUE ONGOING PROGRAMS AND SERVICES 15,000

THE UNIVERSITY OF RHODE ISLAND FOUNDATION

79 UPPER COLLEGE ROAD
KINGSTON,RI02881 		NONE PC TO CONTINUE ONGOING PROGRAMS AND SERVICES 15,000

UCONN FOUNDATION

2390 ALUMNI DRIVE UNIT 3206
STORRS,CT06269 		NONE PC TO CONTINUE ONGOING PROGRAMS AND SERVICES 15,000
Total .................................right arrow 3a 45,000
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 ........... 		         
4 Dividends and interest from securities ....     14 6,329  
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 ............ 		    18 149,225  
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) .. 0 155,554 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
155,554
(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:
DOMENICK AND MARY MONGILLO FAMILY
 
CHARITABLE FOUNDATION INC
EIN:
82-1446822
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
  4,750 0   0

TY 2024 InvestmentsOtherSchedule2
Name:
DOMENICK AND MARY MONGILLO FAMILY
 
CHARITABLE FOUNDATION INC
EIN:
82-1446822
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
AMERIPRISE ONE #8430 AT COST 180,724 217,523
AMERIPRISE ONE #1154 AT COST 620,767 960,729

TY 2024 LegalFeesSchedule
Name:
DOMENICK AND MARY MONGILLO FAMILY
 
CHARITABLE FOUNDATION INC
EIN:
82-1446822
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
  2,781 0   0


TY 2024 OtherExpensesSchedule
Name:
DOMENICK AND MARY MONGILLO FAMILY
 
CHARITABLE FOUNDATION INC
EIN:
82-1446822
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT ADVISORY FEES 12,898 12,898   0


TY 2024 TaxesSchedule
Name:
DOMENICK AND MARY MONGILLO FAMILY
 
CHARITABLE FOUNDATION INC
EIN:
82-1446822
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX 45 0   0