efile Public Visual Render
ObjectId: 202321359349101707 - Submission: 2023-05-15
TIN: 13-4200689
Form
990-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
20
22
Open to Public Inspection
For calendar year 2022, or tax year beginning
01-01-2022
, and ending
12-31-2022
Name of foundation
AVANGRID FOUNDATION INC
Number and street (or P.O. box number if mail is not delivered to street address)
180 MARSH HILL RD
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ORANGE
,
CT
06477
A Employer identification number
13-4200689
B
Telephone number (see instructions)
(203) 836-6457
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
6,760,823
J
Accounting method:
Cash
Accrual
Other (specify)
(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)
1
Contributions, gifts, grants, etc., received (attach schedule)
4,662,648
2
Check
.............
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities
...
79,063
79,063
5a
Gross rents
............
209,124
209,124
b
Net rental income or (loss)
174,188
6a
Net gain or (loss) from sale of assets not on line 10
b
Gross sales price for all assets on line 6a
7
Capital gain net income (from Part IV, line 2)
...
0
8
Net short-term capital gain
.........
9
Income modifications
...........
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
....
c
Gross profit or (loss) (attach schedule)
.....
11
Other income (attach schedule)
.......
12
Total.
Add lines 1 through 11
........
4,950,835
288,187
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)
.......
List of Attached Documents:
// Content
12,250
6,125
0
c
Other professional fees (attach schedule)
....
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
List of Attached Documents:
// Content
2,432
0
0
19
Depreciation (attach schedule) and depletion
...
34,936
34,936
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
List of Attached Documents:
// Content
11,009
0
0
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
60,627
41,061
0
25
Contributions, gifts, grants paid
.......
4,077,728
4,077,728
26
Total expenses and disbursements.
Add lines 24 and 25
4,138,355
41,061
4,077,728
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
812,480
b
Net investment income
(if negative, enter -0-)
247,126
c
Adjusted net income
(if negative, enter -0-)
...
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2022)
Page 2
Form 990-PF (2022)
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
1
Cash—non-interest-bearing
.............
2
Savings and temporary cash investments
.........
2,948,546
4,652,698
4,652,698
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
..........
8,125
8,125
8,125
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
1,750,000
Less: accumulated depreciation (attach schedule)
733,151
1,051,785
List of Attached Documents:
// Content
1,016,849
2,100,000
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
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)
4,008,456
5,677,672
6,760,823
17
Accounts payable and accrued expenses
..........
18
Grants payable
.................
78,264
935,000
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)
.........
78,264
935,000
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
3,930,192
4,742,672
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
........
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)
.....
3,930,192
4,742,672
30
Total liabilities and net assets/fund balances
(see instructions)
.
4,008,456
5,677,672
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
3,930,192
2
Enter amount from Part I, line 27a
.....................
2
812,480
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3
..........................
4
4,742,672
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, column (b), line 29
.
6
4,742,672
Form
990-PF
(2022)
Page 3
Form 990-PF (2022)
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.)
1a
b
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
b
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
b
c
d
e
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
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
...................
3
Form
990-PF
(2022)
Page 4
Form 990-PF (2022)
Page
4
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.
Date of ruling or determination letter:
(attach copy of letter if necessary–see instructions)
1
3,435
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
3,435
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
3,435
6
Credits/Payments:
a
2022 estimated tax payments and 2021 overpayment credited to 2022
6a
2,800
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
2,800
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2221 is attached.
8
9
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
644
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
11
Enter the amount of line 10 to be:
Credited to 2023 estimated tax
Refunded
11
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:
By language in the governing instrument, or
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)
DE
,
NY
,
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 2022 or the taxable year beginning in 2022? 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.
List of Attached Documents:
// Content
...............................
10
Yes
Form
990-PF
(2022)
Page 5
Form 990-PF (2022)
Page
5
Part VI-A
Statements Regarding Activities
(continued)
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 address
WWW.AVANGRID.COM
14
The books are in care of
THE FOUNDATION
Telephone no.
(203) 836-6457
Located at
180 MARSH HILL RD
ORANGE
CT
ZIP+4
06477
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 2022, did the foundation have an interest in or a signature or other authority over
Yes
No
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
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 2022?
.............
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 2022, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2022?
....................
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 2022 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 2022.)
.....................
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 2022?
..
4b
No
Form
990-PF
(2022)
Page 6
Form 990-PF (2022)
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
LANEY BROWN
PRESIDENT
1.00
0
0
0
180 MARSH HILL RD
ORANGE
,
CT
06477
APRIL THEBERGE
TREASURER
1.00
0
0
0
180 MARSH HILL RD
ORANGE
,
CT
06477
CARMEN ALBERT
SECRETARY
1.00
0
0
0
180 MARSH HILL RD
ORANGE
,
CT
06477
JUSTIN LAGASSE
DIRECTOR
1.00
0
0
0
180 MARSH HILL RD
ORANGE
,
CT
06477
MARK CANTRERAS
DIRECTOR
1.00
0
0
0
180 MARSH HILL RD
ORANGE
,
CT
06477
JOSEPH SEARLES
DIRECTOR
1.00
0
0
0
180 MARSH HILL RD
ORANGE
,
CT
06477
BETSY SALTONSTALL
DIRECTOR
1.00
0
0
0
180 MARSH HILL RD
ORANGE
,
CT
06477
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
(2022)
Page 7
Form 990-PF (2022)
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
.............
0
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
(2022)
Page 8
Form 990-PF (2022)
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
0
b
Average of monthly cash balances
.......................
1b
5,278,796
c
Fair market value of all other assets (see instructions)
................
1c
2,100,000
d
Total
(add lines 1a, b, and c)
.........................
1d
7,378,796
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
7,378,796
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions)
.............................
4
110,682
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3.
............
5
7,268,114
6
Minimum investment return.
Enter 5% (0.05) of line 5
................
6
363,406
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
363,406
2a
Tax on investment income for 2022 from Part V, line 5
.......
2a
3,435
b
Income tax for 2022. (This does not include the tax from Part V.)
...
2b
c
Add lines 2a and 2b
............................
2c
3,435
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
359,971
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
359,971
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
359,971
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
4,077,728
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
4,077,728
Form
990-PF
(2022)
Page 9
Form 990-PF (2022)
Page
9
Part XII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2021
(c)
2021
(d)
2022
1
Distributable amount for 2022 from Part X, line 7
359,971
2
Undistributed income, if any, as of the end of 2022:
a
Enter amount for 2021 only
.......
0
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2022:
a
From 2017
......
5,216,509
b
From 2018
......
2,124,627
c
From 2019
......
2,099,926
d
From 2020
......
3,303,014
e
From 2021
......
2,255,585
f
Total
of lines 3a through e
........
14,999,661
4
Qualifying distributions for 2022 from Part
XI, line 4:
$
4,077,728
a
Applied to 2021, 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 2022 distributable amount
.....
359,971
e
Remaining amount distributed out of corpus
3,717,757
5
Excess distributions carryover applied to 2022.
0
0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
18,717,418
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 2021. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
0
f
Undistributed income for 2022. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2023
..........
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 2017 not
applied on line 5 or line 7 (see instructions)
...
5,216,509
9
Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a
......
13,500,909
10
Analysis of line 9:
a
Excess from 2018
....
2,124,627
b
Excess from 2019
....
2,099,926
c
Excess from 2020
....
3,303,014
d
Excess from 2021
....
2,255,585
e
Excess from 2022
....
3,717,757
Form
990-PF
(2022)
Page 10
Form 990-PF (2022)
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 2022, enter the date of the ruling
......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
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)
2022
(b)
2021
(c)
2020
(d)
2019
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.)
1
Information Regarding Foundation Managers:
a
List 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).)
b
List 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.
2
Information 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, b, c, and d. See instructions
a
The name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
LANEY BROWN
180 MARSH HILL ROAD
ORANGE
,
CT
06477
(203) 836-6457
AVANGRIDFOUNDATION@AVANGRID.COM
b
The form in which applications should be submitted and information and materials they should include:
FOUNDATION HAS A GRANT APPLICATION
c
Any submission deadlines:
NONE
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
QUALIFIED 501(C)(3) AND RELATED ENTITIES BASED AND OPERATING IN THE US AND TERRITORIES PRIMARILY, WITH A FOCUS SUSTAINABLE COMMUNITIES AND VULNERABLE PERSONS.
Form
990-PF
(2022)
Page 11
Form 990-PF (2022)
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)
a
Paid during the year
COLUMBIA GORGE COMMUNITY COLLEGE FOUNDATION
400 EAST SCENIC DR
THE DALLES
,
OR
97058
NONE
PC
TRAINING, RESEARCH & HIGHER EDUCATION
10,000
DISTRICT ARTS & EDUCATION
470 JAMES STREET SUITE 001
NEW HAVEN
,
CT
06513
NONE
PC
TRAINING, RESEARCH & HIGHER EDUCATION
50,000
HENRY FORD MUSEUM
20900 OAKWOOD BLVD
DEARBORN
,
MI
48124
NONE
PC
TRAINING, RESEARCH & HIGHER EDUCATION
50,000
IOWA LAKES COLLEGE FOUNDATION
19 S 7TH STREET
ESTHERVILLE
,
IA
51334
NONE
PC
TRAINING, RESEARCH & HIGHER EDUCATION
10,000
KALAMAZOO COMMUNITY COLLEGE FOUNDATION
6767 WEST O AVENUE
KALAMAZOO
,
MI
49003
NONE
PC
TRAINING, RESEARCH & HIGHER EDUCATION
10,000
KENNEBEC VALLEY COMMUNITY COLLEGE FOUNDATION
92 WESTERN AVE
FAIRFIELD
,
ME
04937
NONE
PC
TRAINING, RESEARCH & HIGHER EDUCATION
5,000
LAKE REGION COMMUNITY COLLEGE FOUNDATION
1801 COLLEGE DR N
DEVILS LAKE
,
ND
58301
NONE
PC
TRAINING, RESEARCH & HIGHER EDUCATION
10,000
MAINE DEVELOPMENT FOUNDATION
2 BEECH STREET SUITE 203
HALLOWELL
,
ME
04347
NONE
PC
TRAINING, RESEARCH & HIGHER EDUCATION
100,000
MONROE COMMUNITY COLLEGE FOUNDATION
1057 EAST HENRIETTA ROAD
ROCHESTER
,
NY
14623
NONE
PC
TRAINING, RESEARCH & HIGHER EDUCATION
50,000
ROCHESTER INSTITUTE OF TECHNOLOGY
LOMB MEMORIAL DR
ROCHESTER
,
NY
14623
NONE
PC
TRAINING, RESEARCH & HIGHER EDUCATION
25,000
UNIVERSITY OF MAINE
TWO ALUMNI PLACE
ORONO
,
ME
04469
NONE
PC
TRAINING, RESEARCH & HIGHER EDUCATION
10,000
UNIVERSITY OF SOUTHERN MAINE
246 DEERING AVE
PORTLAND
,
ME
04104
NONE
PC
TRAINING, RESEARCH & HIGHER EDUCATION
1,200,000
YALE UNIVERSITY SCHOOL OF ARCHITECTURE
PO BOX 208280
NEW HAVEN
,
CT
06520
NONE
PC
TRAINING, RESEARCH & HIGHER EDUCATION
20,000
YALE UNIVERISTY INSTITUTE OF PERSERVATION AND CULTURAL HERITAGE
PO BOX 1873
NEW HAVEN
,
CT
06508
NONE
PC
TRAINING, RESEARCH & HIGHER EDUCATION
75,000
ADIRONDACK PARK INSTITUTE
PO BOX 67
NEWCOMB
,
NY
12852
NONE
PC
BIODIVERSITY & CLIMATE CHANGE
10,000
BADGER RUN WILDLIFE REHABILITATION
15993 HOMESTEAD LANE
KLAMATH FALLS
,
OR
97601
NONE
PC
BIODIVERSITY & CLIMATE CHANGE
15,000
BLUE MOUNTAIN WILDLIFE
71046 APPALOOSA LANE
PENDLETON
,
OR
97801
NONE
PC
BIODIVERSITY & CLIMATE CHANGE
10,000
CENTER FOR WILDLIFE THE
PO BOX 620
CAPE NEDDICK
,
ME
03902
NONE
PC
BIODIVERSITY & CLIMATE CHANGE
10,000
CONNECTICUT PUBLIC BROADCASTING
1049 ASYLUM AVE
HARTFORD
,
CT
06105
NONE
PC
BIODIVERSITY & CLIMATE CHANGE
25,000
CORN HILL NAVIGATION FOUNDATION
PO BOX 373
PITTSFORD
,
NY
14534
NONE
PC
BIODIVERSITY & CLIMATE CHANGE
10,000
GREEN CHIMNEYS - PAUL C KUPCKOC WILDLIFE REHABILITATION
400 DOANSBURG ROAD CALLER BOX 719
BREWSTER
,
NY
10509
NONE
PC
BIODIVERSITY & CLIMATE CHANGE
10,000
GULF OF MAINE RESEARCH INSTITUTE
350 COMMERCIAL STREET
PORTLAND
,
ME
04101
NONE
PC
BIODIVERSITY & CLIMATE CHANGE
50,000
HAWKS A LOFT
6715 EAGLE ROCK AVE NE SUITE A
ALBUQUERQUE
,
NM
87113
NONE
PC
BIODIVERSITY & CLIMATE CHANGE
7,500
ITHACA SCIENCENTER - DISCOVERY MUSEUM
601 FIRST ST
ITHACA
,
NY
14850
NONE
PC
BIODIVERSITY & CLIMATE CHANGE
10,000
LIBERTY WILDLIFE
2600 E ELWOOD ST
PHOENIX
,
AZ
85040
NONE
PC
BIODIVERSITY & CLIMATE CHANGE
7,000
NATIONAL FISH AND WILDLIFE FOUNDATION
1133 15TH ST NW STE 1100
WASHINGTON
,
DC
20005
NONE
PC
BIODIVERSITY & CLIMATE CHANGE
400,000
NATURES NURSERY
PO BOX 2395
WHITEHOUSE
,
OH
43571
NONE
PC
BIODIVERSITY & CLIMATE CHANGE
10,000
OJAI RAPTOR CENTER
PO BOX 182
OAK VIEW
,
CA
93022
NONE
PC
BIODIVERSITY & CLIMATE CHANGE
7,000
OREGON MUSEUM OF SCIENCE & INDUSTRY
1945 SE WATER AVENUE
PORTLAND
,
OR
97214
NONE
PC
BIODIVERSITY & CLIMATE CHANGE
10,000
OREGON ZOO FOUNDATION
4001 SW CANYON ROAD
PORTLAND
,
OR
97221
NONE
PC
BIODIVERSITY & CLIMATE CHANGE
50,000
RED CREEK WILDLIFE CENTER
300 MOON HILL DR
SCHUYLKILL HAVEN
,
PA
17972
NONE
PC
BIODIVERSITY & CLIMATE CHANGE
17,500
ROARING BROOK NATURE CENTER AND CHILDREN'S MUSEUM
950 TROUT BROOK DRIVE
WEST HARTFORD
,
CT
06119
NONE
PC
BIODIVERSITY & CLIMATE CHANGE
7,500
ROCHESTER MUSEUM AND SCIENCE CENTER
657 EAST AVE
ROCHESTER
,
NY
14607
NONE
PC
BIODIVERSITY & CLIMATE CHANGE
10,000
SAVING OUR AVIAN RESOURCES
25494 320TH STREET
DEDHAN
,
IA
51440
NONE
PC
BIODIVERSITY & CLIMATE CHANGE
7,500
SHARON AUDUBON CENTER
325 CORNWALL BRIDGE RD
SHARON
,
CT
06069
NONE
PC
BIODIVERSITY & CLIMATE CHANGE
7,000
THE CORNELL INSTITUTE FOR PUBLIC AFFAIRS
341 PINE TREE ROAD
ITHACA
,
NY
14850
NONE
PC
BIODIVERSITY & CLIMATE CHANGE
15,000
TRUST FOR PUBLIC LAND
101 MONTGOMERY ST 9TH FLOOR
SAN FRANSISCO
,
CA
94104
NONE
PC
BIODIVERSITY & CLIMATE CHANGE
25,000
WHISPERING WILLOW WILD CARE
3558 CARMAN RD
SCHENECTADY
,
NY
12303
NONE
PC
BIODIVERSITY & CLIMATE CHANGE
5,000
WILDLIFE WORKS
PO BOX 113
YOUNGWOOD
,
PA
15697
NONE
PC
BIODIVERSITY & CLIMATE CHANGE
7,500
WILL STEGER FOUNDATION - CLIMATE CHANGE GENERATION
2801 21ST AVE SOUTH SUITE 110
MINNEAPOLIS
,
MN
55407
NONE
PC
BIODIVERSITY & CLIMATE CHANGE
50,000
BARRINGTON STAGE COMPANY
30 UNION ST
PITTSFIELD
,
MA
01201
NONE
PC
ARTS & CULTURE
15,000
CT ASSOCIATION FOR THE PERFORMING ARTS DBA SHUBERT THEATRE
247 COLLEGE STREET
NEW HAVEN
,
CT
06510
NONE
PC
ARTS & CULTURE
10,000
HANCOCK SHAKER VILLAGE
PO BOX 927
PITTSFIELD
,
MA
01201
NONE
PC
ARTS & CULTURE
10,000
INTERNATIONAL FESTIVAL OF ARTS AND IDEAS
195 CHURCH ST 12TH FL
NEW HAVEN
,
CT
06510
NONE
PC
ARTS & CULTURE
20,000
MASSACHUSETTS MUSEUM OF CONTEMPORARY ART
1040 MASS MOCA WAY
NORTH ADAMS
,
MA
01247
NONE
PC
ARTS & CULTURE
10,000
NXTHVN
169 HENRY STREET
NEW HAVEN
,
CT
06511
NONE
PC
ARTS & CULTURE
50,000
PORTLAND MUSEUM OF ART
7 CONGRESS SQ
PORTLAND
,
ME
04101
NONE
PC
ARTS & CULTURE
10,000
ROCHESTER COMMUNITY FOUNDATION
500 EAST AVE
ROCHESTER
,
NY
14607
NONE
PC
ARTS & CULTURE
25,000
THE SAINT JAMES FOUNDATION
116 CLEVELAND AVENUE
ITHACA
,
NY
14850
NONE
PC
ARTS & CULTURE
10,000
AMERICAN ONLINE GIVING BENEVITY
200 MAIN STREET
SAFE HARBOR
,
FL
34695
NONE
PC
COMMUNITY PROGRAMS
283,307
AMERICAN RED CROSS - OREGON WILDFIRES
209 FARMINGTON AVE
FARMINGTON
,
CT
06032
NONE
PC
COMMUNITY PROGRAMS
285,000
AMERICARES
88 HAMILTON AVE
STAMFORD
,
CT
06902
NONE
PC
COMMUNITY PROGRAMS
25,000
CAMP SUNSHINE
35 ACADIA RD
CASCO
,
ME
04015
NONE
PC
COMMUNITY PROGRAMS
5,000
CATHOLIC CHARITIES - ARCHDIOCESE OF HARTFORD
839-841 ASYLUM AVE
HARTFORD
,
CT
06105
NONE
PC
COMMUNITY PROGRAMS
10,000
CITY OF NEW HAVEN - ELM CITY ROBOTICS
200 ORANGE STREET
NEW HAVEN
,
CT
06510
NONE
PC
COMMUNITY PROGRAMS
5,000
COMMUNITY FOUNDATION OF GREATER BUFFALO
726 EXCHANGE STREET SUITE 525
BUFFALO
,
NY
14210
NONE
PC
COMMUNITY PROGRAMS
25,000
CONNECTICUT FOODSHARE
2 RESEARCH PKWY
WALLINGFORD
,
CT
06492
NONE
PC
COMMUNITY PROGRAMS
25,000
CONNECTICUT WOMENS HALL OF FAME
320 FITCH STREET B3 SCHWARTS HALL
NEW HAVEN
,
CT
06515
NONE
PC
COMMUNITY PROGRAMS
5,000
FAMILY AND CHILDREN'S SERVICES OF ITHACA
127 WEST STATE STREET
ITHACA
,
NY
14850
NONE
PC
COMMUNITY PROGRAMS
10,000
FEEDING AMERICA
161 NORTH CLARK ST STE 700
CHICAGO
,
IL
60601
NONE
PC
COMMUNITY PROGRAMS
10,000
FOOD BANK OF THE SOUTHERN TIER CATHOLIC CHARITIES
388 UPPER OAKWOOD AVENUE
ELMIRA
,
NY
14903
NONE
PC
COMMUNITY PROGRAMS
20,000
FOOD BANK OF WESTERN MASSACHUSETTS
PO BOX 160
HATFIELD
,
MA
01038
NONE
PC
COMMUNITY PROGRAMS
10,000
FOODLINK
1999 MT READ BLVD
ROCHESTER
,
NY
14615
NONE
PC
COMMUNITY PROGRAMS
20,000
FRIENDS OF GREEN CHIMNEYS
400 DOANSBURG ROAD CALLER BOX 719
BREWSTER
,
NY
10509
NONE
PC
COMMUNITY PROGRAMS
10,000
GLADYS ALLEN BRIGHAM COMMUNITY CENTER - GIRLS INC OF THE BERKSHIRES
165 EAST STREET
PITTSFIELD
,
MA
01201
NONE
PC
COMMUNITY PROGRAMS
25,000
GOOD SHEPARD FOOD BANK
3121 HOTEL ROAD
AUBURN
,
ME
04211
NONE
PC
COMMUNITY PROGRAMS
20,000
HABITAT FOR HUMANITY INTERNATIONAL
121 HABITAT ST
AMERICUS
,
GA
31709
NONE
PC
COMMUNITY PROGRAMS
135,000
HERITAGE CHRISTIAN SERVICES
275 KENNETH DRIVE SUITE 100
ROCHESTER
,
NY
14623
NONE
PC
COMMUNITY PROGRAMS
10,000
IBERO-AMERICAN ACTION LEAGUE
817 E MAIN ST
ROCHESTER
,
NY
14605
NONE
PC
COMMUNITY PROGRAMS
10,000
JOBS FOR MAINE'S GRADUATES INC
45 COMMERCE DR SUITE 9
AUGUSTA
,
ME
04430
NONE
PC
COMMUNITY PROGRAMS
25,000
MAINE WOMENS LOBBY EDUCATION FUND
295 WATER STREET SUITE 10
AUGUSTA
,
ME
04330
NONE
PC
COMMUNITY PROGRAMS
5,000
NEW BEGINNINGS
134 COLLEGE STREET
LEWISTON
,
ME
04240
NONE
PC
COMMUNITY PROGRAMS
10,000
ONE CITY FUN CITY OF ROCHESTER - COOL SWEEP
30 CHURCH ST ROOM 106-A
ROCHESTER
,
NY
14614
NONE
PC
COMMUNITY PROGRAMS
15,000
OPERATION FUEL
75 CHARTER OAK AVE STE 2-240
HARTFORD
,
CT
06106
NONE
PC
COMMUNITY PROGRAMS
25,000
OREGON CHILDREN'S FOUNDATION - START MAKING A READER TODAY (SMART)
101 SW MARKET ST
PORTLAND
,
OR
97201
NONE
PC
COMMUNITY PROGRAMS
42,000
OREGON FOOD BANK
7900 NE 33RD DR
PORTLAND
,
OR
97211
NONE
PC
COMMUNITY PROGRAMS
20,000
PINE TREE SOCIETY
149 FRONT STREET
BATH
,
ME
04530
NONE
PC
COMMUNITY PROGRAMS
10,000
PREBLE STREET
38 PREBLE STREET
PORTLAND
,
ME
04101
NONE
PC
COMMUNITY PROGRAMS
10,000
ROCHESTER REGIONAL HOSPITAL FOUNDATION
PO BOX 90234
PORTLAND
,
OR
97290
NONE
PC
COMMUNITY PROGRAMS
10,000
ROCHESTER ROTARY CHERITABLE TRUST
180 LINDEN OAKS STE 200
ROCHESTER
,
NY
14625
NONE
PC
COMMUNITY PROGRAMS
10,000
RONALD MCDONALD HOUSE CHARITIES OF NEW YORK - ROCHESTER
333 WESTMORELAND DRIVE
ROCHESTER
,
NY
14620
NONE
PC
COMMUNITY PROGRAMS
20,000
RONALD MCDONALD HOUSE CHARITIES OF PORTLAND & BANGOR
250 BRACKETT STREET
PORTLAND
,
ME
04102
NONE
PC
COMMUNITY PROGRAMS
20,000
RONALD MCDONALD HOUSES CHARITIES OF CONNECTICUT & WESTERN MASSACHUSETTS
860 HOWARD AVE
NEW HAVEN
,
CT
06519
NONE
PC
COMMUNITY PROGRAMS
30,000
SANTA FE COMMUNITY FOUNDATION
501 HALONA STREET
SANTA FE
,
NM
87505
NONE
PC
COMMUNITY PROGRAMS
50,000
SOLAR YOUTH
53 WAYFARER STREET
NEW HAVEN
,
CT
06515
NONE
PC
COMMUNITY PROGRAMS
10,000
THE SALVATION ARMY EMPITE STATE DIVISION
440 WEST NYACK RD
WEST NYACK
,
NY
10994
NONE
PC
COMMUNITY PROGRAMS
20,000
TRINITY JUBILEE CENTER
247 BATES STREET
LEWISTON
,
ME
04240
NONE
PC
COMMUNITY PROGRAMS
20,000
UNITED WAY OF GREATER NEW HAVEN
900 CHAPEL ST 10TH FLR
NEW HAVEN
,
CT
06510
NONE
PC
COMMUNITY PROGRAMS
10,000
UNITED WAY BROOME COUNTY
PO BOX 550
BINGHAMTON
,
NY
13902
NONE
PC
COMMUNITY PROGRAMS
32,000
UNITED WAY OF GREATER PORTLAND
PO BOX 15200
PORTLAND
,
ME
04112
NONE
PC
COMMUNITY PROGRAMS
10,000
UNITED WAY OF GREATER ROCHESTER AND THE FINGER LAKES
75 COLLEGE AVE
ROCHESTER
,
NY
14607
NONE
PC
COMMUNITY PROGRAMS
10,000
UNITED WAY OF KENNEBEC VALLEY
121 COMMERCIAL ST
AUGUSTA
,
ME
04330
NONE
PC
COMMUNITY PROGRAMS
10,000
UNITED WAY OF THE KLAMATH BASIN
136 N 3RD ST SUITE B
KLAMATH FALLS
,
OR
97601
NONE
PC
COMMUNITY PROGRAMS
15,000
VETERANS ADAPTIVE SPORTS & TRAINING (VAST) PINELAND FARMS
32 FARM VIEW DRIVE
NEW GLOUCESTER
,
ME
04260
NONE
PC
COMMUNITY PROGRAMS
5,000
VETERANS OUTREACH CENTER
447 SOUTH AVE
ROCHESTER
,
NY
14620
NONE
PC
COMMUNITY PROGRAMS
20,000
PEABODY MUSEUM OF NATURAL HISTORY AT YALE
PO BOX 208280
NEW HAVEN
,
CT
065208280
NONE
PC
COMMUNITY PROGRAMS
40,000
YALE NEW HAVEN HOSPITAL
20 YORK STREET
NEW HAVEN
,
CT
06504
NONE
PC
COMMUNITY PROGRAMS
25,000
YOUTH CONTINUUM
141 VALLEY STREET
NEW HAVEN
,
CT
06515
NONE
PC
COMMUNITY PROGRAMS
10,000
AMERICAN RED CROSS
209 FARMINGTON AVE
FARMINGTON
,
CT
06032
NONE
PC
COMMUNITY PROGRAMS
11,921
Total
.................................
3a
4,077,728
b
Approved for future payment
Total
.................................
3b
0
Form
990-PF
(2022)
Page 12
Form 990-PF (2022)
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.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees 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
79,063
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not debt-financed property
.....
16
174,188
6
Net rental income or (loss) from personal property
7
Other investment income
.....
8
Gain or (loss) from sales of assets other than
inventory
............
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
253,251
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
253,251
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
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
(2022)
Page 13
Form 990-PF (2022)
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?
...........
Yes
No
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.
2023-05-12
May the IRS discuss this return
with the preparer shown below?
See instructions.
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
JESSE J WHEELER CPA
Preparer's Signature
Date
Check if self-
employed
PTIN
P00187533
Firm's name
DAVIDSON FOX & COMPANY LLP
Firm's EIN
15-0544726
Firm's address
53 CHENANGO STREET
BINGHAMTON
,
NY
13901
Phone no.
(607) 722-5386
Form
990-PF
(2022)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description