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
THE ANTONACCI FAMILY FOUNDATION
FOR CHARITABLE GIVING INC
Number and street (or P.O. box number if mail is not delivered to street address)555 TAYLOR ROAD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ENFIELD, CT06082
A Employer identification number

06-1414354
B Telephone number (see instructions)

(860) 746-3242
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$24,550,379J 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) 2,500,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments 106,527 106,527  
4 Dividends and interest from securities... 197,484 197,484  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 36,605
b Gross sales price for all assets on line 6a 106,840
7 Capital gain net income (from Part IV, line 2)... 36,605
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
-446,756 -358,364  
12 Total. Add lines 1 through 11........ 2,393,860 -17,748  
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).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
12,930 6,465   6,465
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
26,388 26,388   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
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
81 81   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 39,399 32,934   6,465
25 Contributions, gifts, grants paid....... 889,099 889,099
26 Total expenses and disbursements. Add lines 24 and 25 928,498 32,934   895,564
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,465,362
b Net investment income (if negative, enter -0-) 0
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............. 113,729 136,330 136,330
2 Savings and temporary cash investments......... 2,857,273 3,086,195 3,086,195
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 arrow945,922
Less: allowance for doubtful accounts right arrow0 545,922 945,922 945,922
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)....... 13,245,239 Click to see attachment
List of Attached Documents:
// Content
17,461,295 		17,461,295
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).......... 3,161,231 Click to see attachment
List of Attached Documents:
// Content
2,920,637 		2,920,637
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) 19,923,394 24,550,379 24,550,379
Liabilities 17 Accounts payable and accrued expenses..........   650
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)......... 0 650
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........... 19,923,394 24,549,729
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........    
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)..... 19,923,394 24,549,729
30 Total liabilities and net assets/fund balances (see instructions). 19,923,394 24,550,379
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
19,923,394
2
Enter amount from Part I, line 27a .....................
2
1,465,362
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
3,160,973
4
Add lines 1, 2, and 3 ..........................
4
24,549,729
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
24,549,729
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 PUBLICLY TRADED SECURITIES      
b CAPITAL GAINS FROM PASS THRU INVESTMENTS P    
c
d
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 86,338   70,235 16,103
b 20,502     20,502
c
d
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       16,103
b       20,502
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 36,605
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 0
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 0
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 0
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 430
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 1,570
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 2,000
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow2,000 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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 arrowFRANK ANTONACCI Telephone no.right arrow (860) 746-3242

Located atright arrow555 TAYLOR ROADENFIELDCT ZIP+4right arrow06082
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)
Yes
 
(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
 
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
FRANK ANTONACCI PRESIDENT
1.00 		0 0 0
555 TAYLOR ROAD
ENFIELD,CT06082
GERALD ANTONACCI VICE PRESIDENT/SECRETARY
1.00 		0 0 0
555 TAYLOR ROAD
ENFIELD,CT06082
FRANK M ANTONACCI DIRECTOR
1.00 		0 0 0
555 TAYLOR ROAD
ENFIELD,CT06082
ED SPINELLA ESQ DIRECTOR
1.00 		0 0 0
555 TAYLOR ROAD
ENFIELD,CT06082
GUY ANTONACCI DIRECTOR
1.00 		0 0 0
555 TAYLOR ROAD
ENFIELD,CT06082
CHRISTOPHER ANTONACCI DIRECTOR
1.00 		0 0 0
555 TAYLOR ROAD
ENFIELD,CT06082
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
15,324,414
b
Average of monthly cash balances.......................
1b
1,943,271
c
Fair market value of all other assets (see instructions)................
1c
3,866,559
d
Total (add lines 1a, b, and c).........................
1d
21,134,244
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
21,134,244
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
317,014
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
20,817,230
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,040,862
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
1,040,862
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
 
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
0
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,040,862
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,040,862
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
1,040,862
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
895,564
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
895,564
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 1,040,862
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020...... 585,185
c From 2021......  
d From 2022...... 15,277
e From 2023......  
f Total of lines 3a through e ........ 600,462
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 895,564
a Applied to 2023, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 895,564
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 145,298 145,298
(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 5 455,164
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		455,164
10 Analysis of line 9:
a Excess from 2020.... 439,887
b Excess from 2021....  
c Excess from 2022.... 15,277
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 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

ALEX FISHER FOUNDATION

30 POST ROAD
ENFIELD,CT06082 		  PC GENERAL SUPPORT 500

ALL SAINTS CHURCH

25 SCHOOL STREETPO BOX M
SOMERSVILLE,CT060720913 		  PC GENERAL SUPPORT 5,000

ALS UNITED CONNECTICUT

4 OXFORD ROAD SUITE E4
MILFORD,CT06460 		  PC GENERAL SUPPORT 5,000

AMERICAN INTERNATIONAL COLLEGE

1000 STATE STREET
SPRINGFIELD,MA01109 		  PC GENERAL SUPPORT 10,000

AMERICAN LEGION BASEBALL

49 TILL STREET
ENFIELD,CT06082 		  PC GENERAL SUPPORT 1,250

ANNUAL CATHOLIC APPEAL

331 MAIN STREET FLOOR 2
NORWICH,CT06360 		  PC GENERAL SUPPORT 20,000

ARBOR DAY FOUNDATION

211 NORTH 12TH STREET
LINCOLN,NE68508 		  PC GENERAL SUPPORT 250

BANK OF AMERICA

PO BOX 15731
WILMINGTON,DE19886 		  PC GENERAL SUPPORT 22,207

BAY PATH UNIVERSITY

588 LONGMEADOW STREET
LONGMEADOW,MA01106 		  PC GENERAL SUPPORT 5,000

BAYSTATE HEALTH FOUNDATION

280 CHESTNUT STREET
SPRINGFIELD,MA01199 		  PC GENERAL SUPPORT 37,500

CAMP QUINEBAUG

54 TAOS DRIVER
DANIELSON,CT06239 		  PC GENERAL SUPPORT 500

CENTRAL CITY BOXING AND BARBELL

355 BERKSHIRE AVE
SPRINGFIELD,MA01109 		  PC GENERAL SUPPORT 1,000

CHAPEL & YORK US FOUNDATION INC

1350 AVENUE OF THE AMERICASFLOOR 2
SUITE 266
NEW YORK,NY10019 		  PC GENERAL SUPPORT 10,000

CHILDREN'S MUSEUM AT HOLYOKE

444 DWIGHT STREET
HOLYOKE,MA01040 		  PC GENERAL SUPPORT 500

CHRISTINAS HOUSE

38 MADISON AVENUE
SPRINGFIELD,MA01105 		  PC GENERAL SUPPORT 1,000

CISA - COMM INVOLVED IN SUSTAINING AGRICULTURE

1 SUGARLOAF STREET
SOUTH DEERFIELD,MA01373 		  PC GENERAL SUPPORT 2,500

CITYSPACE

50 PAYSON AVE
EASTHAMPTON,MA01027 		  PC GENERAL SUPPORT 2,500

CONN ELECTRIC RAILWAY ASSOCIATION

58 NORTH ROADPO BOX 360
EAST WINDSOR,CT06088 		  PC GENERAL SUPPORT 2,500

CONNECTICUT SCIENCE CENTER

250 COLUMBUS BLVD
HARTFORD,CT06103 		  PC GENERAL SUPPORT 3,000

DANA-FARBER CANCER INSTITUTE

PO BOX 849168
BOSTON,MA02284 		  PC GENERAL SUPPORT 25,000

DETECTOGETHER

53 OTIS STREET
WESTBOROUGH,MA01581 		  PC GENERAL SUPPORT 1,000

DIGNITY GROWS INC

40 WOODLAND STREET
HARTFORD,CT06105 		  PC GENERAL SUPPORT 2,500

EAST LONGMEADOW EDUCATIONAL ENDOWMENT FUND

PO BOX 1011
EAST LONGMEADOW,MA01028 		  PC GENERAL SUPPORT 3,000

EASTERN STATES EXPOSITION FOUNDATION

1305 MEMORIAL AVENUE
WEST SPRINGFIELD,MA01089 		  PC GENERAL SUPPORT 35,000

EMPTY ARMS BEREAVEMENT SUPPORT

140 PINE STREET ROOM 2B
FLORENCE,MA01062 		  PC GENERAL SUPPORT 1,000

ENFIELD LOAVES & FISHES INC

23 NORTH MAIN STPO BOX 544
ENFIELD,CT06083 		  PC GENERAL SUPPORT 5,000

ENFIELD SAFE HARBOR FOR THE HOMELESS

PO BOX 165
ENFIELD,CT06083 		  PC GENERAL SUPPORT 1,000

FAYETTE ALLIANCE FOUNDATION INC

169 N LIMESTONE SUITE 1B
LEXINGTON,KY40507 		  PC GENERAL SUPPORT 25,000

FIDELCO GUIDE DOG FOUNDATION INC

PO BOX 150522 DEPT 000294
HARTFORD,CT061150522 		  PC GENERAL SUPPORT 3,500

FIRST TEE MET NEW YORK

3545 JEROME AVE
BRONX,NY10467 		  PC GENERAL SUPPORT 600

FOOD BANK OF WESTERN MASSACHUSETTS

25 CAREW ST
CHICOPEE,MA01020 		  PC GENERAL SUPPORT 20,000

FOUNDATION FOR THE ADVANCEMENT OF CATHOLIC SCHOOLS

92 HOPMEADOW STREET
WEATOGUE,CT06089 		  PC GENERAL SUPPORT 5,000

FOUNDATION FOR TJO ANIMALS

66 INDUSTRY AVE SUITE 3
SPRINGFIELD,MA01104 		  PC GENERAL SUPPORT 500

FRANCISCAN LIFE CENTER

271 FINCH AVE
MERIDEN,CT06451 		  PC GENERAL SUPPORT 1,000

FRIENDS OF RECREATION

515 SHAKER RD
EAST LONGMEADOW,MA01028 		  PC GENERAL SUPPORT 250

FRIENDS OF WILBRAHAM SENIORS INC

40 POST OFFICE PARK 747
WILBRAHAM,MA01095 		  PC GENERAL SUPPORT 7,500

GIRLS FOR TECHNOLOGY

20 CHURCH STREET FL 17
HARTFORD,CT06103 		  PC GENERAL SUPPORT 5,000

GOSNOLD

200 TER HEUN DRIVE
FALMOUTH,MA02540 		  PC GENERAL SUPPORT 5,000

GREATER SPRINGFIELD HABITAT FOR HUMANITY

268 COLD SPRING AVE
WEST SPRINGFIELD,MA01089 		  PC GENERAL SUPPORT 1,000

GREATER WTBY INTERFAITH MINISTRIES INC

770 EAST MAIN STREET
WATERBURY,CT06702 		  PC GENERAL SUPPORT 2,500

HARNESS HORSE YOUTH FOUNDATION

2711 FRIAR TUCK ROAD
ANDERSON,IN46013 		  PC GENERAL SUPPORT 5,000

HARTFORD HOSPITAL

80 SEYMOUR STREET PO BOX 5037
HARTFORD,CT061025037 		  PC GENERAL SUPPORT 1,000

HARTFORD MULTINATIONAL LIONS CLUB

237 HIGH PATH ROAD
WINDOSR,CT06095 		  PC GENERAL SUPPORT 1,000

HOLY LAND USA

PO BOX 828
WATERBURY,CT06720 		  PC GENERAL SUPPORT 1,000

HOMES FOR THE BRAVE

655 PARK AVENUE
BRIDGEPORT,CT06604 		  PC GENERAL SUPPORT 1,000

ITALIAN AMERICAN LEGISLATIVE CAUCUS EDUCATIONAL FUND

PO BOX 330171
WEST HARTFORD,CT06133 		  PC GENERAL SUPPORT 5,000

JEWISH FEDERATION OF GREATER HARTFORD

333 BLOOMFIELD AVE SUITE C
WEST HARTFORD,CT06117 		  PC GENERAL SUPPORT 5,250

JEWISH FEDERATION OF WESTERN MASS

1160 DICKINSON ST
SPRINGFIELD,MA011083122 		  PC GENERAL SUPPORT 10,000

JOE TORRE SAFE AT HOME FOUNDATION

55 WEST 39TH STREET SUITE 600
NEW YORK,NY10018 		  PC GENERAL SUPPORT 5,000

LEUKEMIA & LYMPHOMA SOCIETY

156 S FLAGG ST
WORCESTER,MA01602 		  PC GENERAL SUPPORT 2,500

LINK TO LIBRARIES INC

2 WILBRAHAM ROAD
HAMPDEN,MA01036 		  PC GENERAL SUPPORT 4,500

LITTLE SISTERS OF THE POOR

1365 ENFIELD STREET
ENFIELD,CT06082 		  PC GENERAL SUPPORT 5,000

LONGMEADOW EDUCATIONAL EXCELLENCE FOUNDATION

PO BOX 60782
LONGMEADOW,MA01116 		  PC GENERAL SUPPORT 1,250

LYME ART ASSOCIATION

90 LYME STREET
OLD LYME,CT06371 		  PC GENERAL SUPPORT 1,500

MAKE A WISH MASSACHUSETTS AND RHODE ISLAND

181 PARK AVENUE
WEST SPRINGFIELD,MA01089 		  PC GENERAL SUPPORT 1,500

MAKE A WISH NEW HAMPSHIRE

814 ELM STSUITE 300
MANCHESTER,NH03101 		  PC GENERAL SUPPORT 1,000

MANCHESTER COMMUNITY COLLEGE

PO BOX 1046MS 15
MANCHESTER,CT06045 		  PC GENERAL SUPPORT 5,000

MANDELL JCC

335 BLOOMFIELD AVENUE
WEST HARTFORD,CT06117 		  PC GENERAL SUPPORT 10,000

MARION WALSH RILEY SCHOLARSHIP FUND

PO BOX 28
SOMERSVILLE,CT06072 		  PC GENERAL SUPPORT 500

MARYS PLACE

6 POQUONOCK AVENUE
WINDSOR,CT06095 		  PC GENERAL SUPPORT 1,000

MASS MILITARY SUPPORT FOUNDATION

117 ROUTE 6A
SANDWICH,MA02563 		  PC GENERAL SUPPORT 1,500

MEMORIAL SLOAN KETTERING CANCER CENTER

PO BOX 5028
HAGERSTOWN,MD217415028 		  PC GENERAL SUPPORT 10,000

MICHAEL E SIMMONS FOUNDATION

PO BOX 281041
EAST HARTFORD,CT06128 		  PF GENERAL SUPPORT 5,000

MIDWEST FOOD BANK

440 ADAMS ST
MANCHESTER,CT06042 		  PC GENERAL SUPPORT 10,000

MIRACLE LEAGUE WEST MASS

PO BOX 6684
HOLYOKE,MA01040 		  PC GENERAL SUPPORT 500

MOVE TO HEAL

45 NE INDUSTRIAL ROAD
BRANFORD,CT06405 		  PC GENERAL SUPPORT 5,000

NEW VOCATIONS

719 DOLAN LANE
LEXINGTON,KY40511 		  PC GENERAL SUPPORT 25,000

NY RACE TRACK CHAPLAINCY

PO BOX 37191
ELMONT,NY11003 		  PC GENERAL SUPPORT 2,500

OCTOBER HERITAGE MONTH CREATIVITY FESTIVAL

100 STATE STREET 9TH FLOOR
BOSTON,MA02109 		  PC GENERAL SUPPORT 4,000

PATHLIGHT

220 BROOKDALE DRIVE
SPRINGFIELD,MA011043210 		  PC GENERAL SUPPORT 500

PIONEER VALLEY CHRISTIAN ACADEMY

965 PLUMTREE RD
SPRINGFIELD,MA01119 		  PC GENERAL SUPPORT 2,500

PMC- JIMMY FUND

LEVY22 AVONDALE ROAD
WEST HARTFORD,CT06117 		  PC GENERAL SUPPORT 250

POLICE ACTIVITY LEAGUE OF WTBY

64 DIVISION STREET
WATERBURY,CT06704 		  PC GENERAL SUPPORT 25,000

POWER FORWARD INC

3 WEBSTER SQUARE PMB 465
MARSHFIELD,MA02050 		  PC GENERAL SUPPORT 26,500

PRISON FELLOWSHIP

PO BOX 1550
MERRIFIELD,VA22116 		  PC GENERAL SUPPORT 1,000

PURPLE HAZE STANDARDBRED

PO BOX 253
OXFORD,NY13830 		  PC GENERAL SUPPORT 2,500

RONALD MCDONALD HOUSE CHARITY

34 CHAPIN TERRACE
SPRINGFIELD,MA01107 		  PC GENERAL SUPPORT 7,500

SAINT LUCY PARISH

3510 OCEAN BLVD
HIGHLAND BEACH,FL33487 		  PC GENERAL SUPPORT 3,000

SAINT MARY'S HOSPITAL FOUNDATION

PO BOX 320635
HARTFORD,CT061329901 		  PC GENERAL SUPPORT 5,000

SCARECROW FESTIVAL

154 HIGHLAND VIEW DRIVE
SOMERS,CT06071 		  PC GENERAL SUPPORT 500

SISTERS OF ST JOSEPH

577 CAREW STREET
SPRINGFIELD,MA01104 		  PC GENERAL SUPPORT 5,000

SMILE TRAIN

PO BOX 96231
WASHINGTON,DC20090 		  PC GENERAL SUPPORT 500

SOMERS EDUCATION FOUNDATION

17 TWINBROOK DRIVE
SOMERS,CT06071 		  PC GENERAL SUPPORT 10,000

SPECIAL OLYMPICS MASSACHUSETTS

512 FOREST STREET
MARLBOROUGH,MA01752 		  PC GENERAL SUPPORT 250

SPRINGFIELD PUBLIC FORUM

PO BOX 5374
SPRINGFIELD,MA01101 		  PC GENERAL SUPPORT 1,000

SPRINGFIELD RESCUE MISSION

PO BOX 9045
SPRINGFIELD,MA01102 		  PC GENERAL SUPPORT 251

SQUARE ONE

1095 MAIN STREET FLOOR 2
SPRINGFIELD,MA01103 		  PC GENERAL SUPPORT 500

ST MARYS CATHOLIC CHURCH

27 SOMERS ROAD
HAMPDEN,MA01036 		  PC GENERAL SUPPORT 22,551

ST MICHAELS CATHOLIC CHURCH

128 MAPLE STREET
EAST LONGMEADOW,MA01028 		  PC GENERAL SUPPORT 5,000

ST JUDES CHILDREN'S RESEARCH HOSPITAL

501 ST JUDE PLACE
MEMPHIS,TN38105 		  PC GENERAL SUPPORT 1,000

ST LUKE CHURCH

14 HILLSDALE DR
ELLINGTON,CT06029 		  PC GENERAL SUPPORT 500

STABLE OF MEMORIES INC

1520 LEXINGTON RD
GEORGETOWN,KY40324 		  PF GENERAL SUPPORT 1,000

STABLE RECOVERY

3363 TATES CREEK ROAD STE 212
LEXINGTON,KY40502 		  PC GENERAL SUPPORT 25,000

STOWE FAMILY RESOURCE CENTER

1010 ENFIELD ST
ENFIELD,CT06082 		  PC GENERAL SUPPORT 10,000

SUFFIELD ACADEMY

185 N MAIN STREET
SUFFIELD,CT06078 		  PC GENERAL SUPPORT 50,000

THE ANGEL FUND

TOWN OF SOMERS619 MAIN ST
SOMERS,CT06071 		  PC GENERAL SUPPORT 25,000

THE COMMUNITY KITCHEN OF TORRINGTON

220 PROSPECT STREET
TORRINGTON,CT06790 		  PC GENERAL SUPPORT 1,000

THE DETACHABLE CONTAINER ASSOCIATION

848 WOODLANDS ROAD
CHARLOTTESVILLE,VA22901 		  PC GENERAL SUPPORT 5,000

THE DREAM FOUNDATION

PO BOX 705
VINELAND,NJ08362 		  PC GENERAL SUPPORT 1,000

THE FRANCISCAN LIFE CENTER

271 FINCH AVENUE
MERIDEN,CT06451 		  PC GENERAL SUPPORT 10,000

THE GAMBINO MEDICAL & SCIENCE FOUNDATION

2501 71ST STREET2ND FLOOR
NORTH BERGEN,NJ07047 		  PF GENERAL SUPPORT 4,500

THE HOUSE OF BREAD

27 CHESTNUT STREET
HARTFORD,CT06120 		  PC GENERAL SUPPORT 2,500

THE JIMMY FUND

181 PARK AVE SUITE 1
WEST SPRINGFIELD,MA01089 		  PC GENERAL SUPPORT 1,000

THE SHADOW FUND

500 FEDERAL STREET
ANDOVER,MA01810 		  PC GENERAL SUPPORT 1,000

THE STCC FOUNDATION

18 BOWDOIN STREET
WESTFIELD,MA01085 		  PC GENERAL SUPPORT 1,000

TO LIFE

2727 ROUTE 29
MIDDLE GROVE,NY12850 		  PC GENERAL SUPPORT 2,000

TOWN OF SOMERS

600 MAIN STREET
SOMERS,CT06071 		  GOV GENERAL SUPPORT 500

TOWN OF SOMERS EMERGENCY FUND

619 MAIN ST
SOMERS,CT06071 		  GOV GENERAL SUPPORT 5,000

TRI TOWN BOOSTER

55 MICHELE DRIVE
SOMERS,CT06071 		  PC GENERAL SUPPORT 200

TRUSTEES OF BOSTON COLLEGE

140 COMMONWEALTH AVENUE
CHESTNUT HILL,MA02467 		  PC GENERAL SUPPORT 95,000

TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA

2929 WALNUT STREET SUITE 300
PHILEDELPHIA,PA19104 		  PC GENERAL SUPPORT 20,000

UK PHILANTHROPY

2353 ALEXANDRIA DRIVE SUITE 100
LEXINGTON,KY40504 		  PC GENERAL SUPPORT 5,000

UNION AGRICULTURAL SOCIETY

110 MOUNTAIN VIEW RD
SOMERS,CT06071 		  PC GENERAL SUPPORT 1,000

UNIVERSITY OF SAINT JOSEPH

1678 ASYLUM AVENUE
WEST HARTFORD,CT06117 		  PC GENERAL SUPPORT 5,000

WESTERN NEW ENGLAND UNIVERSITY

1215 WILBRAHAM RD
SPRINGFIELD,MA01119 		  PC GENERAL SUPPORT 12,500

WESTOVER GALAXY COMMUNITY COUNCIL

570 PATRIOT AVE BOX 10
WESTOVER ARB,MA01022 		  PC GENERAL SUPPORT 440

WILBRAHAM & MONSON ACADEMY

423 MAIN ST
WILBRAHAM,MA01095 		  PC GENERAL SUPPORT 60,000

WILBRAHAM HAMPDEN ACADEMIC TRUST

601 MAIN STREET
WILBRAHAM,MA01095 		  PC GENERAL SUPPORT 2,500

WILBRAHAM HAMPDEN SCHOLARSHIP FOUNDATION

PO BOX 441
WILBRAHAM,MA01095 		  PC GENERAL SUPPORT 7,000

WREATHS ACROSS AMERICA

54 KIMBERLY DR
ENFIELD,CT06082 		  PC GENERAL SUPPORT 500

YMCA OF GREATER SPRINGFIELD

PO BOX 15329
SPRINGFIELD,MA01115 		  PC GENERAL SUPPORT 1,600
Total .................................right arrow 3a 889,099
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 106,527  
4 Dividends and interest from securities ....     14 197,484  
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 36,605  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aLOSS FROM PARTNERSHIP PASS THRUS 		523000 -88,392 16 -358,364  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. -88,392 -17,748 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
-106,140
(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
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
THE ANTONACCI FAMILY FOUNDATION
FOR CHARITABLE GIVING INC
Employer identification number

06-1414354
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
THE ANTONACCI FAMILY FOUNDATION
FOR CHARITABLE GIVING INC 		Employer identification number
06-1414354
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
USA HAULING & RECYCLING
 
555 TAYLOR ROAD
 
ENFIELD, CT06082

$ 2,500,000


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

$  


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

$  


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

$  


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

$  


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

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
THE ANTONACCI FAMILY FOUNDATION
FOR CHARITABLE GIVING INC 		Employer identification number

06-1414354
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
THE ANTONACCI FAMILY FOUNDATION
FOR CHARITABLE GIVING INC 		Employer identification number

06-1414354
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 AccountingFeesSchedule
Name:
THE ANTONACCI FAMILY FOUNDATION
 
FOR CHARITABLE GIVING INC
EIN:
06-1414354
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 12,930 6,465   6,465

TY 2024 InvestmentsCorpStockSchedule
Name:
THE ANTONACCI FAMILY FOUNDATION
 
FOR CHARITABLE GIVING INC
EIN:
06-1414354
Name of Stock End of Year Book Value End of Year Fair Market Value
INVESTMENT FIDELITY STOCKS 13,874,298 13,874,298
INVESTMENT KIMELMAN STOCKS 2,272,874 2,272,874
INVESTMENT - UBS HEDGE FUNDS 1,314,123 1,314,123

TY 2024 InvestmentsOtherSchedule2
Name:
THE ANTONACCI FAMILY FOUNDATION
 
FOR CHARITABLE GIVING INC
EIN:
06-1414354
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
INVESTMENT HORIZON PARK APARTMENTS AT COST 131,533 131,533
INVESTMENT- ADMIRAL MCM AT COST 73,422 73,422
INVESTMENT - NEW VALLEY BANK AT COST 522,500 522,500
INVESTMENT - VITALITY BIOPHARM AT COST 68,979 68,979
INVESTMENT - ADMIRAL CW AT COST 128,296 128,296
INVESTMENT - SHEM CREEK CAPITAL FUND V LLC AT COST 164,277 164,277
INVESTMENT - US LIVING STRUCTURED FUND LP CLASS B AT COST 1 1
INVESTMENT - ONE PARK ROAD INVESTORS LLC AT COST 163,760 163,760
INVESTMENT - AB FINANCE FOUNDERS LLC AT COST 104,757 104,757
INVESTMENT - LEXINGTON AUSTELL INVESTORS AT COST 79,225 79,225
INVESTMENT - ARCTIS GLOBAL FUND AT COST 357,215 357,215
INVESTMENT - CIRCUFIBER INC AT COST 285,653 285,653
INVESTMENT - PREGAME ATHLETICS LLC AT COST 248,899 248,899
INVESTMENT - US LIVING STRUCTURED FUND LP CLASS A-1 AT COST 98,630 98,630
INVESTMENT - LEX-LITCHFIELD INVESTORS LLC AT COST 26,721 26,721
INVESTMENT - JEMM - CROPSEY AVE AT COST 235,738 235,738
INVESTMENT - HI JRS LLC AT COST 221,030 221,030
INVESTMENT - THE DAVID MOVIE AT COST 10,001 10,001

TY 2024 OtherExpensesSchedule
Name:
THE ANTONACCI FAMILY FOUNDATION
 
FOR CHARITABLE GIVING INC
EIN:
06-1414354
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MISCELLANEOUS 81 81   0


TY 2024 OtherIncomeSchedule2
Name:
THE ANTONACCI FAMILY FOUNDATION
 
FOR CHARITABLE GIVING INC
EIN:
06-1414354
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
LOSS FROM PARTNERSHIP PASS THRUS -446,756 -358,364 -446,756


TY 2024 OtherIncreasesSchedule
Name:
THE ANTONACCI FAMILY FOUNDATION
 
FOR CHARITABLE GIVING INC
EIN:
06-1414354
Description Amount
NET CHANGE IN UNREALIZED GAIN 3,160,973


TY 2024 OtherProfessionalFeesSchedule
Name:
THE ANTONACCI FAMILY FOUNDATION
 
FOR CHARITABLE GIVING INC
EIN:
06-1414354
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES 26,388 26,388   0