2024-05-15T10:24:22-04:00 2023-12-31 060973492 BLUMENTHAL SQUIRE & BLANCK CPAS 2494 WHITNEY AVE HAMDEN CT 065183022 990PF 2023-01-01 061482333 LOUIS F & MARY A TAGLIATELA FAMILY FOUNDATION LOUI 2036244196 C/O S LOPES 1621 STATE STREET NEW HAVEN CT 06511 LOUIS F TAGLIATELA JR PRESIDENT 2024-04-26 true LOUIS F TAGLIATELA JR XXX-XX-XXXX true JOANNE E BLANCK CPA P01214459 2032303567 2024-05-15 X 2023 2023-04-26 12:10:37Z X 6204123 X X 41083 41083 108588 108588 124862 530616 124862 274533 274533 9600 9600 43866 43866 40857 15469 25388 344 55 289 94667 59390 35277 382000 382000 476667 59390 417277 -202134 215143 207003 2100212 28286 28286 2000 2000 2000 2043732 2079289 1780437 1836504 4094548 4087652 3910522 6204123 25004 25004 X 4087652 3885518 4087652 3885518 4087652 3910522 4087652 -202134 3885518 3885518 ST COVERED SECURITIES P 230188 222959 7229 7229 LT COVERED SECURITIES P 115224 135614 -20390 -20390 LT NONCOVERED SECURITIES P 185135 47181 137954 137954 124862 7229 2990 2990 2990 1368 1368 X 119 1741 false false false false false false false true true CT true false false false false true N/A STEVE LOPES 2036244196 1621 STATE STREET NEW HAVEN CT 06511 false false false false false false false false false false false false false false false false false false false false PATRICIA TAGLIATELA 1621 STATE STREET NEW HAVEN CT 06511 SECRETARY/DI 000.00 0 0 0 LOUIS F TAGLIATELA JR 2 SMOKE RISE ROAD WALLINGFORD CT 06492 PRESIDENT 000.00 0 0 0 STEPHEN TAGLIATELA 1621 STATE STREET NEW HAVEN CT 06511 DIRECTOR 000.00 0 0 0 NONE NONE N/A 6034940 73801 0 6108741 6108741 91631 6017110 300856 300856 2990 2990 297866 297866 297866 417277 417277 297866 290038 2021 84628 417277 290038 84628 42611 255255 PATRICIA TAGLIATELA LOUIS F TAGLIATELA JR STEPHEN TAGLIATELA X ALBERTUS MAGNUS COLLEGE 700 PROSPECT STREET NEW HAVEN CT 06511 NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 5000 ALS ASSOCIATION PO BOX 37022 BOONE IA 50037 NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 1000 ALZHEIMERS ASSOC 8180 GREENSBORO DR SUITE 400 MCLEAN VA 22102 NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 2000 AMERICAN CANCER SOCIETY 825 BROOK STREET 1-91 TECH CENTER ROCKY HILL CT 06067 NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 500 AMERICAN RED CROSS 209 FARMINGTON AVENUE FARMINGTON CT 06032 NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 500 AMERICARES 88 HAMILTON AVENUE STAMFORD CT 06902 NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 70000 A KINDER GROUND INC 218 OLIVE ST MERIDEN CT 064505706 NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 250 ANIMAL HAVEN 89 MILL ROAD NORTH HAVEN CT 06473 NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 7000 ANIMAL WELFARE LEAGUE OF WESTBROOK 647 HORSE HILL RD WESTBROOK CT 06498 NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 500 ANNUAL BISHOP'S APPEAL PO BOX 28 HARTFORD CT 061410028 NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 500 CCA DV 655 WINDING BROOK DR GLASTONBURY CT 06033 NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 3000 CETENARY COLLEGE 400 JEFFERSON STREET HACKETTSTOWN NJ 07840 NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 12000 CENTER FOR SAFE FUTURES 16 JAY ST NEW LONDON CT 06320 NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 25000 CHESHIRE ACADEMY 10 MAIN STREET CHESHIRE CT 06410 NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 30000 CLELIAN ADULT DAY CENTER 261 BENHAM ST HAMDEN CT 06514 NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 1500 CLIFFORD BEERS CLINIC 93 EDWARDS ST NEW HAVEN CT 06511 NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 3500 CONNECTICUT HOSPICE INC 100 DOUBLE BEACH ROAD BRANFORD CT 06405 NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 4500 CT CANCER FOUNDATION 15 N MAIN ST OLD SAYBROOK CT 06475 NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 250 CT DIAPER BANK 370 STATE ST NORTH HAVEN CT 06473 NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 1000 CT FOOD BANK 2 RESEARCH PARKWAY WALLINGFORD CT 06492 NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 1000 CT RIVER CONSERVATION 27 WASHINGTON ST MIDDLETOWN CT 06457 NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 500 CT RIVER MUSEUM 67 MAIN ST ESSEX CT 06426 NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 500 CYSTIC FIBROSIS FOUNDATION 306 INDUSTRIAL PARK ROAD MIDDLETOWN CT 06457 NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 5000 DANTE ALIGHIERI SOCIETY OF MASSACHU SETTS 41 HAMSHIRE STREET CAMBRIDGE MA 02139 NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 2000 DOCTORS WITHOUT BORDERS 40 RECTOR ST 16TH FL NEW YORK NY 10006 NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 5000 EMMANUEL BAPTIST CHURCH PO BOX 364 OLD SAYBROOK CT 06475 NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 1000 EUGENE ONEILL THEATER CENTER 305 GREAT NECK ROAD WATERFORD CT 06385 NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 250 FAMILY REENTRY INC 50 FITCH ST NEW HAVEN CT 06515 NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 500 FLORENCE GRISWOLD MUSEUM 96 LYME STREET OLD LYME CT 06371 NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 250 FRANCISCAN LIFE CENTER 271 FINCH AVENUE MERIDEN CT 06451 NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 3000 FRIENDS OF NORTH HAVEN LIBRARY 17 ELM STREET NORTH HAVEN CT 06473 NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 2000 GOODSPEED OPERA HOUSE 6 MAIN STREET HADDAM CT 06423 NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 500 INTERNATIONAL FESTIVAL OF ARTS 195 CHURCH STREET 12TH FLOOR NEW HAVEN CT 06510 NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 2750 INTERNATIONAL FOP ASSOC 1520 CLAY STREET SUITE H-2 NORTH KANSAS CITY MO 64116 NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 200 IRIS 235 NICOLL ST NEW HAVEN CT 06511 NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 2000 IVORYTON PLAYHOUSE FOUNDATION PO BOX 458 IVORYTON CT 06442 NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 500 KATHERINE HEPBURN CULTURAL ARTS 300 MAIN ST OLD SAYBROOK CT 06475 NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 1000 LATIN AMERICA CHILDCARE 1211 SOUTH GLENSTONE SPRINGFIELD MO 65804 NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 5000 LEEWAY INC SYLVIA ALEXANDER-DIRECTOR 40 ALBERT STREET NEW HAVEN CT 06511 NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 450 LONG WHARF THEATRE 70 AUDOBON ST NEW HAVEN CT 06510 NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 250 LYME ACADEMY COLLEGE OF FINE ARTS 84 LYME STREET OLD LYME CT 06371 NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 1000 MARY WADE HOME 118 CLINTON AVE NEW HAVEN CT 06513 NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 5000 MASTERS MANNA PO BOX 4032 WALLINGFORD CT 06492 NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 1000 MDA 2150 CORBIN AVE NEW BRITAIN CT 06053 NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 1000 MULTIPLE SCLEROSIS FOUNDATION 6520 N ANDREWS AVE FORT LAUDERDALE FL 33309 NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 1500 MYSTIC AQUARIUM 55 COOGAN BLVD MYSTIC CT 06355 NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 500 MYSTIC SEAPORT MUSEUM INC 57 GREENMANVILLE AVENUE MYSTIC CT 06355 NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 500 NAMI OF CT 1030 NEW BRITAIN AVENUE WEST HARTFORD CT 06110 NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 3000 NATIONAL COAST GUARD MUSEUM 239 BANK STREET NEW LONDON CT 06320 NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 1000 NEW HAVEN READS 45 BRISTOL STREET NEW HAVEN CT 06511 NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 1000 NEW REACH 269 PECK STREET NEW HAVEN CT 06513 NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 6500 NIANTIC CHILDRENS MUSEUM 409 MAIN STREET NIANTIC CT 06357 NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 250 NORTH HAVEN EQUITY COALITION 17 COOPER RD NORTH HAVEN CT 06473 NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 5000 OLD SAYBROOK HISTORICAL SOCIETY 350 MAIN STREET OLD SAYBROOK CT 06475 NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 500 OLD SAYBROOK PARK & RECREATION 308 MAIN STREET OLD SAYBROOK CT 06475 NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 1000 PARENTS FOUNDATION FOR TRANSITIONAL LIVING 100 BROADWAY NEW HAVEN CT 06511 NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 3000 PAUL DOSTIE KARE FUND 620 BOSTON POST RD GUILFORD CT 06437 NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 1000 PLANNED PARENTHOOD OF SOUTHERN NEW 4697 MAIN STREET BRIDGEPORT CT 06606 NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 2000 RAILROAD MUSEUM OF NEW ENGLAND 242 E MAIN ST THOMASTON CT 06787 NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 250 RESTORE WITH THE ARTS INC 72 ORCHARD ST MERIDEN CT 064503472 NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 1000 SAVE THE CHILDREN FEDERATION 501 KINGS HIGHWAY EAST SUITE 400 FAIRFIELD CT 06825 NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 85000 ST JOHN SCHOOL CHARITABLE FOUNDATIO 42 MAYNARD RD OLD SAYBROOK CT 06475 NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 2000 ST JUDES 501 ST JUDE PLACE MEMPHIS TN 38105 NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 9000 THE REACH FUND OF CT 1027 FARMINGTON AVE FARMINGTON CT 06032 NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 3000 UNIVERSITY OF MIAMI PO BOX 025388 MIAMI FL 33102 NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 250 WALLINGFORD ANIMAL SHELTER 5 PENT RD WALLINGFORD CT 06492 NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 400 WALLINGFORD FIRE DEPT 75 MASONIC AVE WALLINGFORD CT 06492 NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 200 WHERE THE LOVE IS 422 WEST TODD STREET HAMDEN CT 06518 NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 2000 WNPR 1049 ASYLUM AVENUE HARTFORD CT 06105 NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 1000 WOMAN AND FAMILY LIFE CENTER 96 FAIR ST GUILFORD CT 06437 NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 15000 WORLD CENTRAL KITCHEN PO BOX 96538 WASHINGTON DC 200906538 NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 25000 YANKEE INSTITUTE FOR PUBLIC POLICY 216 MAIN STREET EAST HARTFORD CT 06106 NONE PC TO ACCOMPLISH CHARITABLE PURPOSE 1500 382000 14 41083 14 108588 14 124862 274533 274533 false false false false false false false false false false ACCOUNTING FEES 9600 9600 IRC SECTION 4942(H)(2) ELECTION THE FOUNDATION MANAGER, BY SIGNATURE ON FORM 990PF FOR TAXABLE YEAR 2023 TO WHICH THIS ELECTION IS ATTACHED, HEREBY ELECTS IN ACCORDANCE WITH REG 53.4942 (A)-3(D)(2) TO TREAT DISTRIBUTION IN THE CURRENT TAXABLE YEAR IN THE AMOUNT OF 84,628 AS A DISTRIBTUION FROM THE UNDISTRIBTED INCOME OF THE 2021 TAX YEAR. ACUITY BRANDS INC 3632 61449 AEROJET ROCKETDYNE HLDG INC AMC NETWORKS INC. 15649 18790 AMERICAN EXPRESS CO 7411 56202 AMETEK INC 3082 131912 AMPCO PITTSBURGH CORP 7794 6186 ARCHER DANIELS MIDLAND 5187 21666 AT&T INC 14715 25170 ATLANTA BRAVES HOLDIN INC SER C 7 119 ATLANTA BRAVES HOLDIN INC SER A 35642 64170 BANK OF NY 36341 52050 BEASLEY BROADCAST GRP INC 2085 878 BIGLARI HOLDINGS INC 9183 7939 CNH INDUSTRIAL 59137 66990 COCA COLA CO 26595 70716 CRANE CO 21889 177210 DANA HOLDING CORP 17485 14610 DANONE SPONS ADR 10735 12950 DEERE & CO 15634 199935 DIAGEO PLC 21665 72830 DIEBOLD INC DISH NETWORK CORPORATION 36266 14425 DRIL QUIP INC 56266 58175 EDGEWELL PERS CARE CO 6487 18315 ELI LILLY & COMPANY 6628 104926 ENERGIZER HLDGS INC 9933 15840 EVERGY INC 18966 41760 EVERSOURCE ENERGY 18330 61720 EXXON MOBIL CORP 37480 79984 FIRST ENERGY CORP 3295 13454 FLOWSERVE CORP COM 10965 61830 FORTUNE BRANDS HOME & SECURITY 2613 15228 FOX CORP 3569 9880 FRANKLIN RES INC GATX CORP 40265 168308 GENERAL MILLS INC 18849 52112 GRACO INC 18201 86760 GRUPO TELEVISA SA DE CV 13097 8350 HERC HLDGS INC 13952 59556 HONEYWELL INT'L INC 7534 62913 HYSTER YALE MATLS HANDLING ICL 10907 12438 INTERPUBLIC GROUP 9862 16320 INTL FLAVORS & FRAGRANCES 31872 64776 ITT CORP NEW COM 8098 59660 IVECO GRP 6605 8055 J.P. MORGAN CHASE & CO 13505 51030 JOHNSON & JOHNSON 15729 47022 JOHNSON CONTROLS INTERNATIONAL 9460 28820 KAMAN CORP 28352 19160 KINNEVIK INVESTMENTS 10322 5982 LENNAR B SHARES 33731 107240 LIBERTY BRAVES GROUP A LIBERTY BROADBAND CORP - SER A 223 2822 LIBERTY BROADBAND CORP - SER C 1315 7414 LIBERTY GLOBAL INC COM SER A 13564 17770 LIBERTY GLOBAL INC COM SER C 6951 22256 LIBERTY LATIN AMERICA CL A 50180 32895 LIBERTY LATIN AMERICA CL C 2210 2129 LIBERTY MEDIA CORP LIVE SER A 192 1316 LIBERTY MEDIA CORP LIVE SER C 631 3066 LIBERTY MEDIA GROUP A 122 2029 LIBERTY MEDIA GROUP C 237 4419 LIBERTY SIRIUS GROUP C 1345 9296 LIBERTY SIRIUSXM GROUP 305 4052 MADISON SQUARE GARDEN ENT 441 16054 MADISON SQUARE GARDEN SPORTS 17032 72732 MASTERBRAND INC 358 2970 MATTHEWS INTL CORP 11885 18325 MILLICOM INTL CELLULAR 28266 25200 MODINE MFG CO 17171 71640 MONDELEZ INTERNATIONAL 14735 57944 MUELLER WATER PRODUCTS INC 17509 21600 MYERS INDUSTRIES INC 42086 39100 NATIONAL FUEL GAS CO 57758 60204 NEWS CORP CL A 1762 6138 NEWS CORP CL C 26147 38580 NEXTERA ENERGY PARTNERS LP 17868 16726 NISOURCE INC 5039 15930 OTTER TAIL CORPORATION 19990 42485 PERRIGO CO 17113 16090 PFIZER INC 23246 40306 PNC FINANCIAL SERVICES GROUP 25554 61940 RESIDEO TECHNOLOGIES INC 1149 4385 ROGERS COMMUNICATIONS CL B 6676 23405 RYMAN HOSPITALITY PPTYS INC 10843 77042 SINCLAIR BROADCAST GROUP INC 111349 65150 SPHERE ENTERTAINMENT 3180 17150 STATE STREET 46763 77460 STRATTEC SECURITY CORP 13861 15204 TEGNA INC 23540 22950 TELEPHONE & DATA SYSTEM INC 90761 110632 TEVA PHARMACEUTICAL INDS 22340 20880 TEXTRON INC 51340 80420 TREDEGAR INDS INC 49295 21640 T-MOBILE US INC 2992 21484 UNITED STATES CELLULAR CORP 45701 58156 VALMONT INDS INC 22800 46702 VALVOLINE WARNER BROS DISCOVERY INC 19116 26880 WASTE MGMT INC 14956 71640 WATTS INDS INC CL A 2856 31251 WELLS FARGO & CO 29808 49220 XYLEM 19488 91488 ZIMMER BIOMET HLDG 11448 12170 ZIMVIE INC 2043732 2079289 EXPENSES OFFICE EXP 289 289 MISC FEES 55 55 CASH ACCT WITH CREDIT BALANCE 25004 MISC RECEIVABLE 2000 INVESTMENT MANAGEMENT FEES 43866 43866 FOREIGN TAXES 294 294 FEDERAL EXCISE TAX PAID ON SHORT 25388 25388 FEDERAL EXCISE TAX PAID ON INVES 15175 15175