Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
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
BERLIN
State or province
CT
Country  
ZIP or foreign postal code
060373946
A Employer identification number

82-1446822
B Telephone number (see instructions)

2037892306
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$1,458,578J 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 .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 3,391 3,391  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 136,600
b Gross sales price for all assets on line 6a 694,568
7 Capital gain net income (from Part IV, line 2)... 136,600
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
22 22  
12 Total. Add lines 1 through 11........ 140,013 140,013  
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
9,056 0   0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
4,975 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
2,749 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
18,766 18,766   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 35,546 18,766   0
25 Contributions, gifts, grants paid....... 75,000 75,000
26 Total expenses and disbursements. Add lines 24 and 25 ................ 110,546 18,766   75,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 29,467
b Net investment income (if negative, enter -0-) 121,247
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
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......... 32,357 34,032 34,032
3 Accounts receivable  
Less: allowance for doubtful accounts        
4 Pledges receivable  
Less: allowance for doubtful accounts        
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)  
Less: allowance for doubtful accounts        
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  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 801,491 Click to see attachment
List of Attached Documents:
// Content
829,283 		1,424,546
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 833,848 863,315 1,458,578
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 )    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
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
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 405,590 435,057
29 Total net assets or fund balances (see instructions)..... 833,848 863,315
30 Total liabilities and net assets/fund balances (see instructions). 833,848 863,315
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
833,848
2
Enter amount from Part I, line 27a .....................
2
29,467
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3 ..........................
4
863,315
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
863,315
Form 990-PF (2025)
Form 990-PF (2025)
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 MGD GRW   2016-07-11 2025-09-15
b NOMURA SCI & TECH   2018-12-14 2025-08-21
c NOMURA SCI & TECH   2019-12-13 2025-08-21
d NOMURA SCI & TECH   2019-12-13 2025-08-21
e NOMURA SCI & TECH   2020-12-11 2025-08-21
NOMURA SCI & TECH   2021-12-17 2025-08-21
NOMURA SCI & TECH   2021-12-17 2025-08-26
NOMURA SCI & TECH   2021-12-17 2025-08-26
NOMURA SCI & TECH   2021-12-28 2025-08-26
ABBOT LABORATORIES   2025-02-25 2025-03-21
ABBOT LABORATORIES   2025-06-09 2025-08-01
ABBVIE INC   2025-02-25 2025-04-10
ABBVIE INC   2025-03-04 2025-04-10
ABBVIE INC   2025-10-01 2025-11-03
ADOBE INC   2024-03-19 2025-01-03
ADOBE INC   2024-06-04 2025-01-03
ADVANCED MICRO DEVICES   2025-10-07 2025-11-18
ALPHABET INC   2024-03-19 2025-01-30
ALPHABET INC   2024-03-19 2025-03-11
ALPHABET INC   2025-04-25 2025-04-29
AMAZON.COM INC   2024-12-19 2025-08-18
APPLOVIN CORP   2024-12-02 2025-02-03
APPLOVIN CORP   2024-12-02 2025-04-15
APPLOVIN CORP   2024-12-31 2025-04-15
APPLOVIN CORP   2025-03-11 2025-04-15
APPLOVIN CORP   2025-03-12 2025-04-15
APPLOVIN CORP   2025-03-10 2025-05-01
APPLOVIN CORP   2025-03-11 2025-05-01
APPLOVIN CORP   2025-07-02 2025-09-09
APPLOVIN CORP   2025-03-10 2025-09-11
APPLOVIN CORP   2025-07-02 2025-09-11
ASTERA LABS INC   2024-08-19 2025-01-02
ASTERA LABS INC   2024-08-27 2025-01-02
ASTERA LABS INC   2024-08-19 2025-01-22
ASTERA LABS INC   2025-01-30 2025-09-17
AUTODESK INC   2024-11-21 2025-05-09
BIONTECH SE ADS   2024-09-13 2025-03-12
BLACKSTONE INC   2024-12-11 2025-01-15
BOSTON SCIENTIFIC CORP   2024-03-19 2025-02-04
BOSTON SCIENTIFIC CORP   2025-10-21 2025-12-11
BROADCOM INC   2024-12-13 2025-03-25
BROADCOM INC   2024-12-13 2025-04-01
BROADCOM INC   2024-12-13 2025-04-30
BROADCOM INC   2024-12-13 2025-05-14
BROADCOM INC   2024-12-13 2025-05-16
BROADCOM INC   2025-04-10 2025-05-16
BROADCOM INC   2025-04-10 2025-06-13
BROADCOM INC   2025-09-08 2025-09-15
BRUKER CORP   2025-11-21 2025-12-01
BURLINGTON STORES INC   2025-03-06 2025-03-13
BURLINGTON STORES INC   2025-04-14 2025-06-23
CADENCE DESIGN   2024-10-29 2025-05-29
CADENCE DESIGN   2024-10-29 2025-09-04
CAMECO CORP   2024-10-04 2025-01-28
CAMECO CORP   2024-08-29 2025-05-15
CARDINAL HEALTH INC   2025-04-14 2025-08-01
CARDINAL HEALTH INC   2025-04-24 2025-08-01
CARDINAL HEALTH INC   2025-04-07 2025-12-09
CARDINAL HEALTH INC   2025-04-14 2025-12-09
CARVANA COMPANY CL A   2025-05-14 2025-07-03
CATERPILLAR INC   2025-08-25 2025-12-09
CIDARA THERAPEUTICS NEW   2025-10-15 2025-11-28
CITIGROUP INC NEW   2025-01-02 2025-03-04
CLOUDFLARE INC A   2025-01-02 2025-01-31
CLOUDFLARE INC A   2024-11-14 2025-02-05
CLOUDFLARE INC A   2025-01-02 2025-02-05
CLOUDFLARE INC A   2024-11-14 2025-03-14
CLOUDFLARE INC A   2025-03-12 2025-03-14
CLOUDFLARE INC A   2024-11-08 2025-08-07
CLOUDFLARE INC A   2024-11-14 2025-08-07
COHERENT CORP   2025-02-06 2025-08-18
COHERENT CORP   2025-02-05 2025-09-03
COHERENT CORP   2025-02-06 2025-09-03
CONSTELLATN ENERGY CORP   2024-04-08 2025-01-21
CONSTELLATN ENERGY CORP   2024-04-15 2025-04-09
CONSTELLATN ENERGY CORP   2025-06-02 2025-09-15
CONSTELLATN ENERGY CORP   2025-05-16 2025-10-22
CONSTELLATN ENERGY CORP   2025-06-02 2025-10-22
CONSTELLATN ENERGY CORP   2025-05-14 2025-11-14
CONSTELLATN ENERGY CORP   2025-05-16 2025-11-14
COREWEAVE INC   2025-08-20 2025-09-04
CORE SCIENTIFIC INC   2024-12-19 2025-05-16
CORE SCIENTIFIC INC   2025-01-03 2025-05-16
CORE SCIENTIFIC INC   2024-12-19 2025-05-21
CORE SCIENTIFIC INC   2025-01-30 2025-05-21
DELTA ARLNS INC   2025-01-21 2025-02-28
DELTA ARLNS INC   2025-01-15 2025-03-03
DELTA ARLNS INC   2025-01-21 2025-03-03
DELTA ARLNS INC   2025-05-12 2025-09-30
DOORDASH INC   2025-03-03 2025-03-12
DRAFTKINGS INC   2024-06-04 2025-01-02
DRAFTKINGS INC   2024-08-02 2025-01-02
DRAFTKINGS INC   2024-09-11 2025-01-02
DUPONT DE NEMOURS INC   2025-11-11 2025-12-26
EQUIFAX INC   2025-03-11 2025-05-22
GFL ENVMNTL INC SUB VTG   2024-09-04 2025-01-31
GFL ENVMNTL INC SUB VTG   2024-11-15 2025-01-31
GFL ENVMNTL INC SUB VTG   2024-09-04 2025-02-11
GFL ENVMNTL INC SUB VTG   2024-09-12 2025-02-11
GFL ENVMNTL INC SUB VTG   2024-09-12 2025-05-16
GFL ENVMNTL INC SUB VTG   2024-09-12 2025-08-12
GFL ENVMNTL INC SUB VTG   2024-09-12 2025-09-05
ITRON INC   2025-06-06 2025-09-08
MARTIN MERIETTA MTLS INC   2025-05-16 2025-07-03
MICROSOFT CORP   2024-03-21 2025-01-30
MICROSOFT CORP   2024-06-12 2025-01-30
MICRON TECHNOLOGY INC   2025-03-14 2025-04-03
MONGODB INC   2025-07-31 2025-08-20
NRG ENERGY INC NEW   2024-12-19 2025-05-13
NRG ENERGY INC NEW   2025-01-31 2025-05-13
NRG ENERGY INC NEW   2024-05-31 2025-05-15
NRG ENERGY INC NEW   2024-12-19 2025-05-15
NRG ENERGY INC NEW   2024-06-04 2025-05-28
NRG ENERGY INC NEW   2025-07-23 2025-09-17
NRG ENERGY INC NEW   2025-07-23 2025-11-06
NETFLIX INC   2025-01-22 2025-04-14
NVIDIA CORP   2025-08-01 2025-12-02
ORACLE CORP   2025-10-08 2025-10-30
ORACLE CORP   2025-08-18 2025-11-11
ORACLE CORP   2025-10-08 2025-11-11
ORACLE CORP   2025-06-30 2025-11-12
ORACLE CORP   2025-08-18 2025-11-12
PALANTIR TECHS INC   2025-08-07 2025-08-29
PINTEREST INC   2025-04-28 2025-05-20
PINTEREST INC   2025-05-09 2025-05-20
PINTEREST INC   2025-07-31 2025-08-18
PINTEREST INC   2025-08-08 2025-08-18
PINTEREST INC   2025-04-28 2025-09-25
PINTEREST INC   2025-08-08 2025-09-25
QUANTA SERVICES INC   2024-03-19 2025-02-24
QUANTA SERVICES INC   2024-06-04 2025-02-24
ROBINHOOD MKTS INC A   2025-02-03 2025-05-09
ROBINHOOD MKTS INC A   2025-02-03 2025-05-15
ROBINHOOD MKTS INC A   1928-03-28 2025-05-15
ROBINHOOD MKTS INC A   2025-04-10 2025-05-15
ROBINHOOD MKTS INC A   2025-04-10 2025-06-05
ROBINHOOD MKTS INC A   2025-04-10 2025-06-09
ROBINHOOD MKTS INC A   2025-04-10 2025-06-30
ROBINHOOD MKTS INC A   2025-03-12 2025-09-10
ROBINHOOD MKTS INC A   2025-04-10 2025-09-10
ROBINHOOD MKTS INC A   2025-03-12 2025-11-07
ROBINHOOD MKTS INC A   2024-12-24 2025-11-13
ROBINHOOD MKTS INC A   2025-03-12 2025-11-13
ROBINHOOD MKTS INC A   2024-12-24 2025-11-20
ROBLOX CORP   2025-01-06 2025-03-11
ROBLOX CORP   2025-05-15 2025-11-04
ROBLOX CORP   2025-05-15 2025-12-11
ROBLOX CORP   2025-05-14 2025-12-23
ROBLOX CORP   2025-05-15 2025-12-23
S&P GLOBAL INC   2024-07-11 2025-01-03
SAREPTA THERAPEUTICS INC   2024-03-19 2025-02-20
SAREPTA THERAPEUTICS INC   2024-05-02 2025-02-20
SAREPTA THERAPEUTICS INC   2024-06-04 2025-02-20
SEA LTD ADR   2025-03-05 2025-05-13
SEA LTD ADR   2025-03-24 2025-05-13
SEA LTD ADR   2025-08-11 2025-09-05
SEA LTD ADR   2025-08-08 2025-10-16
SEA LTD ADR   2025-08-11 2025-10-16
SERVICENOW INC   2025-07-03 2025-07-31
SHOPIFY INC CL A   2025-06-06 2025-09-11
SNAP INC CL A   2025-01-10 2025-01-17
SNOWFLAKE INC   2025-02-05 2025-03-31
SNOWFLAKE INC   2025-02-19 2025-03-31
SNOWFLAKE INC   2025-05-01 2025-08-12
SNOWFLAKE INC   2025-05-22 2025-08-12
SNOWFLAKE INC   2025-05-01 2025-11-14
BLOCK INC   2025-01-03 2025-02-12
TALEN ENERGY CORP NEW   2025-06-02 2025-10-23
TESLA INC   2024-12-16 2025-03-12
TESLA INC   2024-12-23 2025-03-12
TESLA INC   2024-12-23 2025-04-11
TESLA INC   2024-12-23 2025-06-06
TESLA INC   2025-01-30 2025-06-06
TESLA INC   2025-05-21 2025-06-06
TESLA INC   2025-06-23 2025-07-01
TESLA INC   2025-06-23 2025-07-01
TESLA INC   2025-05-21 2025-07-07
TESLA INC   2025-05-21 2025-07-07
TESLA INC   2025-05-21 2025-07-07
TESLA INC   2025-06-23 2025-07-07
TESLA INC   2024-11-06 2025-07-24
TESLA INC   2025-05-21 2025-07-24
TESLA INC   2025-06-13 2025-07-24
TESLA INC   2025-06-13 2025-07-24
TWILIO INC   2025-08-06 2025-09-11
TWILIO INC   2025-08-07 2025-09-11
TWILIO INC   2025-08-07 2025-09-19
TWILIO INC   2025-08-18 2025-09-19
UBER TECHNOLOGIES INC   2025-02-04 2025-02-05
UNITED AIRLINES HLDGS   2024-12-03 2025-03-06
UNITED AIRLINES HLDGS   2025-01-28 2025-03-06
UNITED AIRLINES HLDGS   2024-12-03 2025-03-07
UNITED AIRLINES HLDGS   2024-12-19 2025-03-07
UNITED AIRLINES HLDGS   2024-11-21 2025-03-28
UNITED AIRLINES HLDGS   2024-12-19 2025-03-28
UNITED AIRLINES HLDGS   2024-11-20 2025-04-07
UNITED AIRLINES HLDGS   2024-11-21 2025-04-07
UNITED AIRLINES HLDGS   2024-11-20 2025-11-13
UNITEDHEALTH GROUP INC   2025-04-10 2025-05-14
VERTIV HLDGS LLC   2024-09-25 2025-05-07
VERTIV HLDGS LLC   2024-09-25 2025-07-30
VERTIV HLDGS LLC   2025-02-28 2025-07-30
VERTIV HLDGS LLC   2025-02-28 2025-09-11
VERTIV HLDGS LLC   2025-04-24 2025-10-21
VERTIV HLDGS LLC   2025-04-24 2025-10-22
VERTIV HLDGS LLC   2025-04-24 2025-11-13
VISTRA CORP   2025-02-12 2025-04-24
VISTRA CORP   2025-06-17 2025-07-29
VISTRA CORP   2025-02-04 2025-08-07
VISTRA CORP   2025-06-02 2025-08-07
VISTRA CORP   2025-06-17 2025-08-07
VISTRA CORP   2025-09-09 2025-09-29
VISTRA CORP   2025-09-10 2025-09-29
VISTRA CORP   2025-05-13 2025-10-01
VISTRA CORP   2025-06-02 2025-10-01
VISTRA CORP   2025-09-09 2025-10-01
VISTRA CORP   2024-12-16 2025-11-20
VISTRA CORP   2025-05-13 2025-11-20
VISTRA CORP   2024-12-16 2025-12-08
VISTRA CORP   2025-12-02 2025-12-08
VISTRA CORP   2024-12-16 2025-12-16
VISTRA CORP   2025-05-05 2025-12-16
WELLS FARGO   2024-11-11 2025-03-11
WELLS FARGO   2024-11-11 2025-04-03
WELLS FARGO   2024-12-11 2025-04-03
WESTERN DIGITAL CORP   2025-09-04 2025-10-31
WESTERN DIGITAL CORP   2025-07-31 2025-11-25
WESTERN DIGITAL CORP   2025-09-04 2025-11-25
EATON CORP PLC   2024-03-19 2025-02-06
EATON CORP PLC   2024-06-04 2025-02-06
EATON CORP PLC   2025-10-09 2025-11-21
JAMES HARDIE INDS PLC   2025-07-02 2025-09-02
JAMES HARDIE INDS PLC   2025-07-09 2025-09-02
JAMES HARDIE INDS PLC   2025-07-09 2025-09-08
JAMES HARDIE INDS PLC   2025-08-04 2025-09-08
GLOBANT SA   2025-05-15 2025-05-16
SPOTIFY TECHNOLOGY SA   2024-11-11 2025-05-21
GLOBAL E ONLINE LTD   2024-11-20 2025-01-17
GLOBAL E ONLINE LTD   2024-11-20 2025-01-30
GLOBAL E ONLINE LTD   2024-09-30 2025-02-04
GLOBAL E ONLINE LTD   2024-11-20 2025-02-04
GLOBAL E ONLINE LTD   2024-09-30 2025-04-14
GLOBAL E ONLINE LTD   2024-10-24 2025-04-14
GLOBAL E ONLINE LTD   2024-10-10 2025-05-15
GLOBAL E ONLINE LTD   2024-10-24 2025-05-15
UNIQURE N V   2025-10-01 2025-11-05
NEBIUS GROUP N V CL   2024-12-10 2025-02-14
NEBIUS GROUP N V CL   2024-12-10 2025-02-25
NEBIUS GROUP N V CL   2025-01-10 2025-02-25
NEBIUS GROUP N V CL   2024-12-04 2025-03-28
NEBIUS GROUP N V CL   2024-12-05 2025-03-28
NEBIUS GROUP N V CL   2025-01-10 2025-03-28
NEBIUS GROUP N V CL   2025-09-11 2025-10-15
NEBIUS GROUP N V CL   2025-09-11 2025-11-05
NEBIUS GROUP N V CL   2025-09-11 2025-12-12
ADOBE INC   2022-12-14 2025-01-03
ADOBE INC   2023-06-12 2025-01-03
ADOBE INC   2023-07-31 2025-01-03
ADOBE INC   2023-10-09 2025-01-03
ADOBE INC   2023-10-13 2025-01-03
ADVANCED MICRO DEVICES   2023-10-13 2025-01-03
ADVANCED MICRO DEVICES   2023-11-01 2025-01-03
ADVANCED MICRO DEVICES   2022-05-09 2025-01-10
ADVANCED MICRO DEVICES   2023-02-08 2025-01-10
ADVANCED MICRO DEVICES   2023-10-13 2025-01-10
APPLOVIN CORP   2024-07-18 2025-09-11
APPLOVIN CORP   2024-05-07 2025-09-23
APPLOVIN CORP   2024-07-18 2025-09-23
APPLOVIN CORP   2024-05-07 2025-10-07
APPLOVIN CORP   2024-05-07 2025-10-14
APPLOVIN CORP   2024-05-07 2025-10-29
APPLOVIN CORP   2024-04-10 2025-11-12
APPLOVIN CORP   2024-05-07 2025-11-12
BOSTON SCIENTIFIC CORP   2024-01-05 2025-02-04
BOSTON SCIENTIFIC CORP   2023-04-25 2025-02-05
BOSTON SCIENTIFIC CORP   2023-09-07 2025-02-05
BOSTON SCIENTIFIC CORP   2024-01-05 2025-02-05
BOSTON SCIENTIFIC CORP   2023-04-23 2025-12-11
CADENCE DESIGN   2021-01-28 2025-09-04
CADENCE DESIGN   2021-02-19 2025-09-04
CADENCE DESIGN   2021-03-04 2025-09-04
CADENCE DESIGN   2023-10-13 2025-09-04
CONSTELLATN ENERGY CORP   2024-04-08 2025-04-09
DRAFTKINGS INC   2023-05-30 2025-08-18
DRAFTKINGS INC   2023-06-08 2025-08-18
DRAFTKINGS INC   2023-06-13 2025-08-18
DRAFTKINGS INC   2024-08-02 2025-08-18
GFL ENVMNTL INC SUB VTG   2024-08-05 2025-09-05
GFL ENVMNTL INC SUB VTG   2024-06-12 2025-10-09
GFL ENVMNTL INC SUB VTG   2024-08-05 2025-10-09
INTUITIVE SURGICAL NEW   2023-12-18 2025-07-17
INTUITIVE SURGICAL NEW   2024-03-19 2025-07-17
INTUITIVE SURGICAL NEW   2024-06-04 2025-07-17
LIBERTY MEDIA CORP ONE   2023-10-03 2025-09-05
LIBERTY MEDIA CORP ONE   2024-03-19 2025-09-05
ELI LILLY & CO   2022-09-22 2025-08-25
ELI LILLY & CO   2023-07-19 2025-08-25
ELI LILLY & CO   2023-08-15 2025-08-25
ELI LILLY & CO   2023-10-06 2025-08-25
ELI LILLY & CO   2023-10-13 2025-08-25
MERCADOLIBRE INC   2022-08-02 2025-07-03
MERCADOLIBRE INC   2022-08-24 2025-07-03
MERCADOLIBRE INC   2023-10-13 2025-07-03
NRG ENERGY INC NEW   2024-04-09 2025-05-28
NATERA INC   2022-10-27 2025-01-10
NATERA INC   2023-11-14 2025-01-10
NATERA INC   2022-07-18 2025-11-05
NATERA INC   2022-10-27 2025-11-05
NETFLIX INC   2024-03-19 2025-12-05
NETFLIX INC   2024-10-22 2025-12-05
NVIDIA CORP   2024-06-04 2025-12-02
QUANTA SERVICES INC   2023-06-22 2025-02-24
QUANTA SERVICES INC   2023-10-02 2025-02-24
QUANTA SERVICES INC   2023-10-13 2025-02-24
S&P GLOBAL INC   2024-03-19 2025-08-11
S&P GLOBAL INC   2024-06-04 2025-08-11
S&P GLOBAL INC   2024-07-11 2025-08-11
SAREPTA THERAPEUTICS INC   2024-01-10 2025-02-20
SERVICENOW INC   2023-01-09 2025-03-11
SERVICENOW INC   2023-05-12 2025-03-11
SERVICENOW INC   2023-10-13 2025-03-11
TRANSDIGM GROUP INC   2020-11-16 2025-05-29
TRANSDIGM GROUP INC   2022-11-07 2025-05-29
TRANSDIGM GROUP INC   2023-10-13 2025-05-29
TRANSDIGM GROUP INC   2024-03-19 2025-05-29
TRANSDIGM GROUP INC   2020-09-24 2025-07-02
VAXCYTE INC   2023-10-13 2025-01-10
VERTIV HLDGS LLC   2024-06-04 2025-09-11
VERTIV HLDGS LLC   2024-06-04 2025-10-21
VERTIV HLDGS LLC   2024-07-22 2025-10-21
VERTIV HLDGS LLC   2024-03-19 2025-11-13
VERTIV HLDGS LLC   2023-11-30 2025-11-18
VERTIV HLDGS LLC   2023-10-31 2025-11-18
VERTIV HLDGS LLC   2024-03-19 2025-11-18
VISA INC   2024-03-19 2025-06-24
VISA INC   2024-06-04 2025-06-24
VISA INC   2023-10-13 2025-08-06
VISA INC   2024-06-04 2025-08-06
VISA INC   2023-10-13 2025-12-09
EATON CORP PLC   2021-03-04 2025-02-06
EATON CORP PLC   2023-10-13 2025-02-06
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 21,994   7,216 14,778
b 4,370   4,045 325
c 154   143 11
d 7,541   6,981 560
e 6,558   6,070 488
11,371   10,526 845
485   438 47
24,157   21,821 2,336
5,352   4,835 517
2,274   2,439 -165
2,035   2,141 -106
2,074   2,437 -363
1,728   2,100 -372
4,048   4,626 -578
1,294   1,540 -246
431   449 -18
3,505   3,175 330
2,231   1,628 603
1,842   1,628 214
2,103   2,141 -38
3,682   3,603 79
2,557   2,391 166
1,231   1,708 -477
985   1,288 -303
739   778 -39
1,724   1,916 -192
2,785   2,424 361
557   519 38
4,948   3,024 1,924
2,849   1,212 1,637
570   336 234
661   204 457
1,191   402 789
1,991   654 1,337
4,187   1,667 2,520
3,164   3,479 -315
1,799   2,130 -331
2,287   2,508 -221
1,961   1,274 687
2,117   2,300 -183
1,889   2,216 -327
2,170   2,880 -710
1,323   1,551 -228
2,542   2,437 105
1,371   1,329 42
228   176 52
2,764   1,933 831
2,884   2,770 114
3,055   3,029 26
2,037   2,331 -294
3,063   3,372 -309
2,261   2,286 -25
350   286 64
2,015   2,172 -157
2,671   2,132 539
937   803 134
2,031   1,766 265
1,195   763 432
1,394   937 457
2,779   2,492 287
7,114   5,201 1,913
5,271   2,571 2,700
2,550   2,449 101
2,652   2,139 513
1,576   1,024 552
573   450 123
577   466 111
2,077   2,201 -124
3,285   1,448 1,837
821   372 449
2,077   2,335 -258
2,454   2,569 -115
438   508 -70
2,305   1,345 960
1,836   1,722 114
2,312   2,193 119
1,726   1,444 282
345   313 32
3,087   2,579 508
1,372   1,155 217
2,736   2,774 -38
531   732 -201
1,678   2,461 -783
921   1,258 -337
2,100   2,407 -307
2,140   2,446 -306
2,257   2,489 -232
119   136 -17
2,183   1,983 200
2,994   3,235 -241
579   575 4
1,702   1,524 178
471   494 -23
2,664   2,643 21
2,368   2,197 171
129   125 4
1,804   1,850 -46
1,935   1,745 190
415   361 54
1,665   1,365 300
2,270   1,807 463
1,961   1,646 315
2,153   2,170 -17
4,461   4,517 -56
2,079   2,145 -66
832   879 -47
1,677   2,209 -532
2,555   2,942 -387
1,562   901 661
3,124   2,068 1,056
471   240 231
1,569   901 668
469   237 232
2,625   2,580 45
3,193   3,064 129
4,674   4,793 -119
1,088   1,040 48
3,155   3,454 -299
1,876   1,973 -97
469   576 -107
2,957   2,864 93
227   247 -20
2,027   2,324 -297
191   156 35
2,904   2,673 231
2,040   2,199 -159
322   321 1
3,173   2,474 699
1,837   1,963 -126
788   728 60
263   270 -7
1,677   1,610 67
422   364 58
2,892   2,004 888
482   325 157
1,236   692 544
3,356   1,872 1,484
3,935   1,709 2,226
1,064   355 709
236   81 155
4,592   1,379 3,213
1,570   511 1,059
845   276 569
2,475   905 1,570
1,872   2,087 -215
2,593   2,009 584
2,651   2,250 401
2,602   2,536 66
732   723 9
2,494   2,355 139
108   124 -16
1,188   1,484 -296
324   366 -42
1,842   1,715 127
1,381   1,166 215
2,468   1,902 566
1,490   1,315 175
1,159   1,024 135
10,438   11,579 -1,141
2,786   2,109 677
2,563   3,033 -470
2,038   2,619 -581
2,038   2,651 -613
579   498 81
1,929   2,027 -98
5,656   3,650 2,006
2,294   2,590 -296
3,112   1,983 1,129
1,246   2,297 -1,051
249   433 -184
1,232   2,166 -934
601   866 -265
1,802   2,437 -635
300   340 -40
1,507   1,738 -231
1,206   1,391 -185
1,754   2,041 -287
585   680 -95
292   340 -48
1,754   2,086 -332
916   866 50
916   1,021 -105
1,221   1,328 -107
305   332 -27
2,393   2,963 -570
832   960 -128
1,385   1,559 -174
2,451   2,447 4
2,332   2,524 -192
864   963 -99
1,728   2,114 -386
1,311   1,541 -230
819   960 -141
1,117   1,522 -405
698   960 -262
117   189 -72
1,516   2,473 -957
3,305   3,209 96
2,171   4,196 -2,025
2,252   2,389 -137
288   199 89
1,582   1,038 544
950   660 290
176   85 91
3,501   1,775 1,726
323   169 154
1,637   2,196 -559
2,940   2,661 279
3,248   2,696 552
609   502 107
609   532 77
799   775 24
2,795   2,926 -131
1,621   1,241 380
2,026   1,673 353
1,823   1,743 80
1,934   1,611 323
527   465 62
494   439 55
2,633   2,786 -153
343   293 50
2,228   1,828 400
2,163   2,324 -161
67   73 -6
2,070   2,232 -162
3,601   2,170 1,431
1,700   862 838
618   362 256
633   597 36
316   317 -1
4,611   5,282 -671
1,840   2,709 -869
1,057   1,516 -459
578   814 -236
1,774   2,348 -574
2,346   3,057 -711
3,260   2,050 1,210
1,845   1,586 259
1,936   1,538 398
2,286   1,491 795
59   48 11
975   1,147 -172
1,105   1,297 -192
1,742   1,971 -229
394   458 -64
1,216   2,596 -1,380
1,064   819 245
1,165   1,160 5
754   731 23
453   647 -194
1,765   2,585 -820
113   166 -53
2,975   2,189 786
3,778   3,009 769
4,789   4,742 47
431   340 91
1,294   1,416 -122
431   547 -116
863   1,049 -186
431   550 -119
748   637 111
1,122   964 158
700   519 181
467   343 124
700   637 63
570   80 490
668   78 590
4,008   482 3,526
4,416   545 3,871
3,548   467 3,081
3,752   467 3,285
2,349   307 2,042
2,349   311 2,038
206   116 90
211   103 108
105   54 51
1,896   1,045 851
92   51 41
1,049   401 648
699   281 418
350   129 221
2,098   1,499 599
408   384 24
1,001   514 487
1,502   841 661
364   209 155
819   584 235
383   312 71
1,402   1,160 242
1,538   1,328 210
1,026   659 367
2,053   1,554 499
1,026   809 217
396   269 127
1,883   1,291 592
698   309 389
698   454 244
698   545 153
1,396   1,120 276
3,491   3,026 465
2,506   836 1,670
2,506   912 1,594
7,517   3,635 3,882
4,530   2,104 2,426
525   141 384
2,099   620 1,479
1,789   403 1,386
994   234 760
598   365 233
3,986   3,063 923
7,251   4,574 2,677
788   568 220
525   355 170
1,576   1,049 527
1,673   1,267 406
1,115   862 253
558   471 87
864   928 -64
1,634   776 858
817   450 367
2,452   1,660 792
2,918   1,071 1,847
1,459   539 920
4,377   2,428 1,949
1,459   1,142 317
3,026   877 2,149
3,138   1,742 1,396
2,172   1,441 731
352   180 172
3,164   1,595 1,569
2,261   1,043 1,218
167   43 124
2,006   470 1,536
836   372 464
1,754   1,428 326
2,105   1,628 477
3,738   2,608 1,130
340   271 69
2,607   1,896 711
949   398 551
1,266   840 426
20,084     20,084
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       14,778
b       325
c       11
d       560
e       488
      845
      47
      2,336
      517
      -165
      -106
      -363
      -372
      -578
      -246
      -18
      330
      603
      214
      -38
      79
      166
      -477
      -303
      -39
      -192
      361
      38
      1,924
      1,637
      234
      457
      789
      1,337
      2,520
      -315
      -331
      -221
      687
      -183
      -327
      -710
      -228
      105
      42
      52
      831
      114
      26
      -294
      -309
      -25
      64
      -157
      539
      134
      265
      432
      457
      287
      1,913
      2,700
      101
      513
      552
      123
      111
      -124
      1,837
      449
      -258
      -115
      -70
      960
      114
      119
      282
      32
      508
      217
      -38
      -201
      -783
      -337
      -307
      -306
      -232
      -17
      200
      -241
      4
      178
      -23
      21
      171
      4
      -46
      190
      54
      300
      463
      315
      -17
      -56
      -66
      -47
      -532
      -387
      661
      1,056
      231
      668
      232
      45
      129
      -119
      48
      -299
      -97
      -107
      93
      -20
      -297
      35
      231
      -159
      1
      699
      -126
      60
      -7
      67
      58
      888
      157
      544
      1,484
      2,226
      709
      155
      3,213
      1,059
      569
      1,570
      -215
      584
      401
      66
      9
      139
      -16
      -296
      -42
      127
      215
      566
      175
      135
      -1,141
      677
      -470
      -581
      -613
      81
      -98
      2,006
      -296
      1,129
      -1,051
      -184
      -934
      -265
      -635
      -40
      -231
      -185
      -287
      -95
      -48
      -332
      50
      -105
      -107
      -27
      -570
      -128
      -174
      4
      -192
      -99
      -386
      -230
      -141
      -405
      -262
      -72
      -957
      96
      -2,025
      -137
      89
      544
      290
      91
      1,726
      154
      -559
      279
      552
      107
      77
      24
      -131
      380
      353
      80
      323
      62
      55
      -153
      50
      400
      -161
      -6
      -162
      1,431
      838
      256
      36
      -1
      -671
      -869
      -459
      -236
      -574
      -711
      1,210
      259
      398
      795
      11
      -172
      -192
      -229
      -64
      -1,380
      245
      5
      23
      -194
      -820
      -53
      786
      769
      47
      91
      -122
      -116
      -186
      -119
      111
      158
      181
      124
      63
      490
      590
      3,526
      3,871
      3,081
      3,285
      2,042
      2,038
      90
      108
      51
      851
      41
      648
      418
      221
      599
      24
      487
      661
      155
      235
      71
      242
      210
      367
      499
      217
      127
      592
      389
      244
      153
      276
      465
      1,670
      1,594
      3,882
      2,426
      384
      1,479
      1,386
      760
      233
      923
      2,677
      220
      170
      527
      406
      253
      87
      -64
      858
      367
      792
      1,847
      920
      1,949
      317
      2,149
      1,396
      731
      172
      1,569
      1,218
      124
      1,536
      464
      326
      477
      1,130
      69
      711
      551
      426
      20,084
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 2 136,600
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 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 1,685
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 1,685
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 1,685
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 2,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 315
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax315 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
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. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 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)
CT
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 2025 or the taxable year beginning in 2025? 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 addressN/A
14
The books are in care ofDOMINIC SCARANO JR Telephone no. (203) 481-1120

Located at1224 MAIN STREETBRANFORDCT ZIP+406405
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
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 ........
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 2025? .............
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
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 .........
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................... 0
Form 990-PF (2025)
Form 990-PF (2025)
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.........................0
Form 990-PF (2025)
Form 990-PF (2025)
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
1,288,517
b
Average of monthly cash balances.......................
1b
34,181
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
1,322,698
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
1,322,698
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
19,840
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,302,858
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
65,143
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
65,143
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
1,685
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,685
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
63,458
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
63,458
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
63,458
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, line 26, column (d) ..........
1a
75,000
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
75,000
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 63,458
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 37,431
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020......  
b From 2021......  
c From 2022......  
d From 2023......  
e From 2024......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2025 from Part
XI, line 4: $ 75,000
a Applied to 2024, but not more than line 2a 37,431
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 2025 distributable amount..... 37,569
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2025. 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 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		25,889
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 2020 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2021 ....  
b Excess from 2022 ....  
c Excess from 2023 ....  
d Excess from 2024 ....  
e Excess from 2025 ....  
Form 990-PF (2025)
Form 990-PF (2025)
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 2025, enter the date of the ruling ......
 
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) 2025 (b) 2024 (c) 2023 (d) 2022
         
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, 3b, or 3c 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 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, 2b, 2c, and 2d. 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 (2025)
Form 990-PF (2025)
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   TO CONTINUE ONGOING PROGRAMS AND SERVICES 15,000

THE UNIVERSITY OF RHODE ISLAND FOUNDATION

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

UCONN FOUNDATION

2390 ALUMNI DRIVE UNIT 3206
STORRS,CT06269 		NONE   TO CONTINUE ONGOING PROGRAMS AND SERVICES 15,000

FAIRFIELD UNIVERSITY

1073 NORTH BENSON ROAD
FAIRFIELD,CT06824 		NONE   TO FUND A SCHOLARSHIP FOR A STUDENT ATTENDING THIS UNIVERSITY 15,000

UNIVERSITY OF NEW HAVEN

300 BOSTON POST ROAD
WEST HAVEN,CT06516 		NONE   TO FUND A SCHOLARSHIP FOR A STUDENT ATTENDING THIS UNIVERSITY 15,000
Total ................................. 3a 75,000
bApproved for future payment
Total ................................. 3b 0
Form 990-PF (2025)
Form 990-PF (2025)
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 3,391  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....     14 22  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 136,600  
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) .. 0 140,013 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
140,013
(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 (2025)
Form 990-PF (2025)
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 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
  4,975 0   0

TY 2025 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 138,862 187,782
AMERIPRISE ONE #1154 AT COST 690,421 1,236,764

TY 2025 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
  9,056 0   0


TY 2025 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 18,766 18,766   0


TY 2025 OtherIncomeSchedule2
Name:
DOMENICK AND MARY MONGILLO FAMILY
 
CHARITABLE FOUNDATION INC
EIN:
82-1446822
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
AMERICAN ENTERPRISE #1154 22 22 22


TY 2025 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 90 0   0
EXCISE TAX 2,659 0   0