0-pf return of private, foundation990s.foundationcenter.org/990pf_pdf_archive/061/061624752/...label...

19
Return of Private, Foundation a)(1) Nonexempt Charitable Trust Treated as a Private Foundation or may be able to use a copy d the return to satisfy state repunUng requirement iuw . 2002 . and ending OL Name of organization Use lheIRS label THE LAUGENI FAMILY FOUNDATION Otherwise, Number and street (or P O box number if mail is not delivered to street address) print or type sea Specific 370 ARDALE STREET Instructions City or town, slate and ZIP code ST HAVEN CT 06516 H Check type of organization Section 501(c)(3) exempt private foundation Room/suite B Telephone number (see page 10 d me msvuaions) 203 934-5302 C 11 eSiimpLm epplii,allon u , pendnp ctieG he . L-J D 1 For .ipn upa~nw dieG non S ForNOnoqemeum .mwunp iM esx tee m.a n .ne and en.,h comoulanm . 1 .__ . .__ . ._ . . E If pnrablwnaeematetwwvlmNnelM 1 Fair market value of all assets at end J Accounting method x Cash Accrual a. .. .am so7(cH,xn) a.a here " D of year (from Part Il, cot (c), line O Other (specify) .... ... .. . ..... . ... F ,n. fWnaefion ~ . .n e sam~m ~ .~m~.o,~ 16) 0- 16 , 544 (Part 1, column (d) must be on cash bass) under ..~ . so7(nMlxe) ~ a .an .~ An alysis of Revenue and Expanses (d) Disbursements (The total olamounts m columns (6) , (c), and (a) Revenue and (b) Net investment (c) Adjusted net for charitable (all may not necessanly equal the amounts m expenses per income income purposes column a (see page 70 0l the mstrvchms books cash basis onl y) 7 cwlnnwd in . g.n~ .a ~,e(medi .anaW.~ 2 , 805 ' Check 1 if the foundation is not requited to allachSU B 2 Distributions from split-interest trusts 3 Interest on savings and temporary rash investments 157 157 . STMT 1 4 Dividends and interest from securities 5 s Gross rents o b (Not rental income or (lass) C 6 s Nel gain a (loss) from sale d assets nd on line 10 " b Gross sales price for all m assets m line 6a 7 Capital gain net income (from Part IV, line 2) " e Net short-term capital gain 9 Income modilica4ons 10a Gross sales less returns and allowances b Less Call d goads sold , ' c Gloss profit a (loss) (attach schedule) ' ~ J 11 Other income (attach schedule) . 65 , 010 ' STMT 2` I (%12 Total Add lines 1 throu gh 11 67,972 157 ~ 13 Compensation d cRiters, diraclqs trustees etc J WQO 14 Other employee salaries and wages 0 15 Pension plans employee benefits 16a Legal lees (attach schedule) b Accounting fees (attach schedule) c Other professional (KS (attach schedule) 17 Interest, f7dtM~nsi ,cems) ~C 18 Taxes (attach whedule)(see page u 9E 19 Depreciation (attach schedule) and depletion NOV 9 it 2nn3 Q J a 20 Occupancy q 21 Travel, conferences, and meetings m 22 Panting and publications C q 27 Other expenses (aitxh schedule) $TM'J' 3 41 , 376 . 192 `m 24 Total operating end administrative expenses O Add lines 13 through 23 , 41 , 376 192 25 Contributions, gills grants paid , 16 , 950 16 , 950 26 ra,i m . and ai .eunarn.ai+ Add lines 24 and 25 58 , 326 192 16 , 950 27 Subtract line 26 from line 12 ,. a e.m,eim .u .e .veo...d=naofi .nunit.l . 9 , 646 b Nat Investment income (if negative enter -0-) -p- c Ad j usted net Income if neg ative enter-0- JSA 2E 14 10 1 oao For Paperwork Reduction Act Notice, see tie instructions Form 990-PF (2002) 504732 5748 11/11/2003 14 34 48 V02-8 .1 3 0-PF Depanmenl~dl~aTreasury or Section Internal Revenue Service Note The or G Check all OMB No 1515-0052 change I I Name chant A Employer identification number

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Return of Private, Foundation a)(1) Nonexempt Charitable Trust Treated as a Private Foundation or may be able to use a copy d the return to satisfy state repunUng requirement iuw . 2002 . and ending

OL

Name of organization

Use lheIRS label THE LAUGENI FAMILY FOUNDATION

Otherwise, Number and street (or P O box number if mail is not delivered to street address) print

or type sea Specific 370 ARDALE STREET Instructions City or town, slate and ZIP code

ST HAVEN CT 06516

H Check type of organization Section 501(c)(3) exempt private foundation

Room/suite B Telephone number (see page 10 d me msvuaions)

203 934-5302 C 11 eSiimpLm epplii,allon u ,

pendnp ctieG he. L-J

D 1 For.ipn upa~nw dieG non

S ForNOnoqemeum.mwunp iM esx tee m.a n.ne and en.,h comoulanm . 1

.__ . .__ . ._ . . E If pnrablwnaeematetwwvlmNnelM

1 Fair market value of all assets at end J Accounting method x Cash Accrual �� a. . ..am so7(cH,xn) a.a here " D

of year (from Part Il, cot (c), line O Other (specify) . . . . . . . . . . . . . . . . . . . F � ,n. fWnaefion ~ . .n e sam~m ~ .~m~.o,~ 16) 0- 16 , 544 (Part 1, column (d) must be on cash bass) under ..~. so7(nMlxe) ~ a.an.~

An alysis of Revenue and Expanses (d) Disbursements (The total olamounts m columns (6) , (c), and

(a) Revenue and (b) Net investment (c) Adjusted net for charitable (all may not necessanly equal the amounts m

expenses per income income purposes column a (see page 70 0l the mstrvchms books

cash basis onl y)

7 cwlnnwd� in . g.n~ .a ~,e(medi .anaW.~ 2 , 805 '

Check 1 if the foundation is not requited to allachSU B

2 Distributions from split-interest trusts

3 Interest on savings and temporary rash investments 157 157 . STMT 1

4 Dividends and interest from securities

5 s Gross rents

o b (Not rental income or (lass)

C 6 s Nel gain a (loss) from sale d assets nd on line 10 " b Gross sales price for all

m assets m line 6a 7 Capital gain net income (from Part IV, line 2) "

e Net short-term capital gain

9 Income modilica4ons 10a Gross sales less returns

and allowances b Less Call d goads sold , '

c Gloss profit a (loss) (attach schedule) '

~ J 11 Other income (attach schedule) . 65 , 010 ' STMT 2`

I (%12 Total Add lines 1 through 11 67,972 157

~ 13 Compensation d cRiters, diraclqs trustees etc J WQO 14 Other employee salaries and wages

0 15 Pension plans employee benefits

16a Legal lees (attach schedule)

b Accounting fees (attach schedule)

c Other professional (KS (attach schedule)

17 Interest,

f7dtM~nsi �,cems) ~C 18 Taxes (attach whedule)(see page

u 9E 19 Depreciation (attach schedule) and depletion NOV 9 it 2nn3 Q J a 20 Occupancy

q 21 Travel, conferences, and meetings

m 22 Panting and publications C q 27 Other expenses (aitxh schedule) $TM'J' 3 41 , 376 . 192

`m 24 Total operating end administrative expenses

O Add lines 13 through 23 , 41 , 376 192

25 Contributions, gills grants paid , 16 , 950 16 , 950

26 ra,i m .� and ai .eunarn.ai+ Add lines 24 and 25 58 , 326 192 16 , 950 27 Subtract line 26 from line 12 ,.

a e.m,eim.u.e.veo...d=naofi .nunit.l. 9 , 646

b Nat Investment income (if negative enter -0-) -p-

c Adjusted net Income if neg ative enter-0- JSA 2E 14 10 1 oao For Paperwork Reduction Act Notice, see tie instructions Form 990-PF (2002)

504732 5748 11/11/2003 14 34 48 V02-8 .1 3

0-PF Depanmenl~dl~aTreasury or Section Internal Revenue Service Note The or

G Check all

OMB No 1515-0052

change I I Name chant A Employer identification number

Organizations that follow SFAS 117, check here " U and complete lines 24 through 26 and lines 30 and 31

n 24 Unrestricted

,0 25 Temporarily restricted

pip 26 Permanently restricted

Organizations that do not follow SFAS 177, check hero and complete lines 27 through 31 It.

o` 27 Capital sock, trust principal, a current funds .

m 28 Paid-in or capital surplus a land bldg and equipment fund

p 29 Retained earnings accumulaled income endowment, a Cher funds a 10 Total net assets or land balances (see page 16 0l the m

instructions)

31 Total liabilities end net nssats/fund balances (see papa 16 0l

Analysis of Changes in Net Assets or Fund Balances

IsA 7E1.30 f 000

504732 5748 11/11/2003 14 34 .48 V02-8 1 4

Aliached uhedules and amounts in the ~g0lance SI18Et5 descnplioncolumn shauidbafor

1 Cash -non-interest-bearing , ,

2 Savings and temporary cash investments

3 Accounts receivable ll~

Less allowance for doubtful accounts 1

4 Pledges receivable

Less allowance for doubtful accounts ~

5 Grants receivable

6 Recervables due from officers directors trustees and other

disqualified persons (attach schedule) (sea page 15 d the insiNClians)

7 Other notes and loans receivable (attach schedule) ll~ --Less allowance for doubtful accwnts lll~

8 Inventories la sale a use

9 Prepaid expenses and deferred charges

10 a Investments - U S and stale gommment obligations (attach schedule)

b Investments - corporate stock (attach schedule)

c Investments - corporate bands (attach schedule) 11 Inveslments-IanE buildings

and equipment basis ___________________ Less accumulated deprecation (al(achschedule) --_--______________

12 Investments - mortgage loans

73 Investments - other (attach schedule) 14 Land buildings, and

equipment bass Less accumulated depreciation 1 (attach schedule) ____________________

15 Other assets (describe ll~ )

16 Total assets (to be completed by all flats-see page 16 of

17 Accounts payable and accrued expenses , 18 Grants payable _ ,

19 Deterred revenue

20 Loans from officers directors lruSleeS, and other disqualified persons

21 Mortgages and other notes payable (attach schedule)

22 Other liabilities (describe 1 )

6 .544

7 Total net assets or fund balances at beginning of year - Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year's return)

2 Enter amount from Part I, line 27a 3 Other increases nolincluded inline 2(ilemize) "-------------------------------------4 Add lines 7, 2, and 3 5 Decreasesnolincludedinline2(itemize) "__________________________--__---_-__-__ 6 Total net asses or fund balances al end of veer (line 4 minus line 5) - Part 11 . column l61 . line 30 16,544

Fmn 990-PF (zooz)

06-1624752

Dm tale only for assets showing gain in column h and owned b the foundation on 12/31/69

() F M V as of 12131/69 G) Adjusted basis (k) Excess d cd (i) as of 12/31/69 over cd U). d my

(p Gams (Col (h) gam minus cot (k) bud not less khan -0-) or

Losses (from cot (h))

8 Enter qualifying distributions from Part XII, line 4 - . . . I 8 1 16,950 II line B is equal to or greater Ihan line 7 check the box in Pan VI, line iband templ ate that pert using a 1% tax rate See the Pad VI inslWclion5 On page 1 7

JS A , OW Finn 990-PF (2002) 504732 5748 11/11/2003 14 34 48 V02-8 .1

(a) List and describe the kind(s) of properly sold (e g real estate 2-story brick warehouse, or common stock, 200 shs MLC Co )

a

b

c

d

e

(e) Gross sales price (1) Depreciation allowed (g) Cost a other basis (or allowable) plus expense of sale

a

d

acquired ~moDda ~d 0 oe~,aua I Imo . daY. n ) I Y. K )

(h) Gan v (loss) (e) plus (1) minus (g)

r if gain, also enter in Part I, line; 2 Capital gain net income or (net capital loss) t If (loss), enter -0. in Par1, , line 7 } 2 l 3 Net short-term capital gain or (loss) as defined in sections 7222(5) and (6)

I( gain, also enter in Part I, line 8, column (c) (see pages 72 and 77 of the instructions) ,r I( (loss), enter -0. in Part I . line 8 , a

(For optional use by domestic private foundations sub)ecl to the section 4940(a) tax on net investment income )

If section 4940(d)(2) applies, leave this part blank

Was the organization liable for the section 4942 lax on the dislnbutable amount of any year m the base period? F--] Yes X No If 'Yes,' the organization does riot qualify under section 4940(e) Do not complete this part

7 Enter the appropriate amount in each column for each year, see page 17 of the instructions before making any entries

a Base perwd years Calendar year Distribution ratio

(or lax year beginning in) Adjusted qualrtying dislnDUhms Net value d nmctanteble-use assets (cot (b) dmdeE W

2007 NONE 2 .885

1999 1998

2 Total of line 1, column (d) . , , 3 Average distribution ratio for the 5-year base period - divide the total on line 2 by 5, or by

the number of years the foundation has been in existence if less than 5 years r

4 Enter the net value of noncharilable-use assets for 2002 from Part X, line 5 , , , 1 4 1 16 .794

5 Multiply line 4 byline 3 , _ g

6 Enter 7% of net investment income (t% of Part I, line 27b) .

7 Add lines 5 and 6

Fxcisa Tax Based on Investment Income (Section 4940(a), fiJ40(b), 4940(e), or 4948 - see pa~

1 e Exempt operating foundations described in section 4940(d)(2) check here " and enter "N/A' on line 1

Dale of ruling letter - _ _ _ _ _ _ _ _ (attach copy of ruling letter it necessary -see Instructions)

b Domestic or anizauons that meet the section 4940(e) requirements in Part V check

here " and enter t% of Part I, line 27b

c All other domestic organizations enter 2% of line 27b Exempt foreign organizations enter 4'Yo of Part I line 12, cot (b)

2 Tax under section 511 (domestic section 4947(a)(1) gusts and fable Iounda0ms mly Others enter -0-)

7 Add lines 1 and 2 , , 4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only Others enter -0-)

5 Tax based on Investment Income Subtract line 4 from line 3 II zero or less, enter-0-

6 Credits/Payments

e 2002 estimated tax payments and 2001 overpayment credited l0 2002 6e

b Exempt foreign organizations - tax withheld at source 6 b NONE

c Tax paid with application for extension of time to file (Form 8868) , , , , , , 6c NONE

d Backup withholding erroneously withheld _ , 6d

7 Tout credits and payments Add lines 6a through 6d

8 Enter any penalty for underpayment of estimated tax Check here ~ it Form 2220 is attached , ,

9 Tax due If the total of lines 5 and 8 is more than line 7, enter amount owed

10 Overpayment II line 7 is more than the total of lines 5 and 8, enter the amount overpaid _ , .

NONE

NONE

NONE

NONE

V ̂ NONE

NONE

504732 579H 11/11/2003 14 34 48 V02-8 1 6

77 of the

1 e During the tax year did the organization attempt to influence any national, state, a local legislation a did Yes No

it participate or intervene in any political campaigns _ , 1 e X b Did it spend more than E100 during the year (either directly or indirectly) (a political purposes (see page

18 of the instructions la definition)? t b X It the answer ,s 'Yes'to 1a or 16, attach a detailed description d we activities and copies of any matenals

published or distributed by the organization in connection with the activities

c Did the organization file Form 1120-POL for this year? 1 c X

d Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year

(1) On the orpanizauon t $ (2) On orpanizaUm managers " E

e Enter the reimbursement (if any) paid by the organization during the year for political expenditure tax imposed

on organization managers t E

Y Has the organization engaged in any activities that have not previously been reported to the IRS? , , 2 X 11 'Yes,' attach a detailed description of the activities

3 Has the organization made any changes, not previously reported to the IRS in its governing instrument, articles of incorporation or bylaws, a other similar instruments? 11 'Yes,' attach a cmlarmed copy d the changes , 3 X

4 e Did the organization have unrelated business gross income 0151,000 a more during the yeah , , 4e X b If 'Yes,' has it filed a tax return on Form 990-T for this year? 41, N A

5 Was there a liquidation, termination dissolution, or substantial contraction during the year? 5 X

ll'Yes 'attach the statement required 6y 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 a

By slate legislation that effectively amends the governing instrument so that no mandatory directions

that conflict with the state law remain in we governing instrument? 6 X

7 Did the organization have at leash ES 000 in assets at any time during the yeah IF 'Yes,' complete Part 1( cot (c), and Part XV 7 X

8 e Enter the stales to which the foundation reports or with which it is registered (see page 19 of the

instructions) 1 CONNECTICUT ______-_-__--------_

b If the answer is *Yes' to line 7 has the organization furnished a copy of Form 990-PF to the Attorney

General (or designate) of each stale as required by General Instruction G7 If 'No,'attach explanaGm Bb X 9 Is the organization claiming status as a private operating foundation within the meaning of section 49420(3)

or 49420(5) for calendar year 2002 or the taxable year beginning in 2002 (see instructions for Part XIV m

gape 25)7 N 'Yes 'complete Part XIV _ 9 X 10 Did any persons become substantial contributors during the tax yea(! II Yes,'aftach a schedule listing then names and addresses 10 X

11 Did the organization comply with the public inspection requirements for its annual returns and exemDbort application? 11 X

Web site address " ?'?/_A 12 The books are in care of "-CAROLYN-J_LAUGENI _ ___________________-____ Telephone no " X203]934 -5302__-----__

Located at NEST HAVEN CT -__-__-___- ZIP-4 ~_-_-06516 13 Section 4947(a)(1) nonexempt charitable trusts filing Form 990.PF in lieu of Form 1047 -Check here , "~

and enter the amount of tax-exempt interest received or accrued during the year 1 I 13 I

JSA Form 990-PF (2002) 2E1440 t 000

Form 990-PF

JSA

7E1 .50 1 000

7 504732 5748 11/11/2003 14 34 48 V02-8 1

Statements Reaardina Activities for Which Form 4720 Mav Be File Form 4720 if any Item Is checked In the "Yes" column, unless en exceptlor, apple" Yes No

1 e During the year did the organization (either directly a indirectly)

(1) Engage in the sale or exchange or leasing of properrywnh a disqualified person? . ~ Yes ~X Na

12) Borrow money from lend money lo, or otherwise extend credit to (a accept it from)

a disqualified person? Yea X No

(7) Furnish goods services, or facilities to (w accept them from) a disqualified persm? . Y as X No

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified persons . A Yes X No

(5) Transfer any income or assets to a disqualified person (a make any of either available

for the benefit or use o1 a disqualified person) . . . . . E] Yes aX Na

(6) Agree to pay money or property to a government official? (Exception Check 'No*

if the organization agreed to make a grant to or to employ the official la a period

after termination of government service, if terminating within 90 days ) . . , 0 Yes ~X No

b I( any answer is 'Yes' 1o 1a(1)-(6), did any of the acts tail to qualify under the exceptions described in Regulations

section 57 4941(d)-3 or in a current notice regarding disaster assistance (see gape 19 0l the instrucOms)? . . ~ 1 b N

Organizations relying on a current notice regarding disaster assistance check here

c Did the organization engage m 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 lax year beginning in 2002? to X

2 Taxes on failure to distribute income (section 4942) (does nab apply la years the organization was a private operating foundation defined in section 4942Q)(3) a 4942Q)(5))

e At the end of lax year 2002, did the organization have any undistributed income (lines 6d

and 6e Part XIII) for tax year(s) beginning before 20029 . . El Yes OX No

If -Yes,' list Uuyears " _______ _________ ________ ________

b Are there any years listed in 2a /or which the organization is not applying the provisions of section 4942(a)(2) (relating to incorrect valuation of assets) to the year's undistributed mcane? (II applying section 4942(a)(2)

to ell years listed, answer 'No' and attach statement- see page 19 of the insWC4ms ) . . . 21, X c II the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here

3 e Did the organization hold more than a 2% direct or indirect interest in any business

enterprise al any time during the year? Yes No

b If 'Yes .' did it have excess business holdings in 2002 as a result of (1) any purchase by the organization ~ ^

or disqualified persons abet May 26 7969 (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 a bequest, a (3) the lapse of the 10-, 15-, p 20-year first phase holding period? (Use Schedule C, Form 4720, to deteimme

i( the organization had excess business holdings m 2002 ) " . " " . . 3b N

4 e Did the organization invest during the year any amount in a manner that wouldjeopardia its charitable purposes 4e X

b Did the organization make any investment m a prior year (but alter December 31, 1969) Nab could jeopardize its charitable , purpose that had nod been removed from jeopardy before the first day of we tint year beginning in 20027 46 , X

5 e During the year did the organization pay a incur any amount to (7) Carry on propaganda or otherwise attempt to influence legislabon (section d945(e))~ , O Yes OX No (2) Influence the outcome of any specific public election (see section 4955), a to carry

on directly or indirectly, any voter registration drive? 8 Yes eX No (3) Provide a grant to an individual for travel study a other similar purposes? Yes X No (4) Provide a grant to an organization other than a charitable etc , organization described

in section 509(a)(1) (2), a (3), a section 4940(d)(2)? O Yes ~X No (5) Provide for any purpose other khan religious, charitable, scientific literary, a

educational purposes, or for the prevention of cruelty to children or antmals? ~ Yea OX No

b If any answer is -Yes' to 5a(1 )-(5), did any of the transactions tail to qualify under the exceptiores described in

Regulations section 57 4945 or in a current notice regarding disaster assistance (see page 20 0l the instructions)? O Sb N

Organizations relying on e current notice regarding disaster assistance check here

c If the answer is 'Yes' to question 5a(4), does the organization clam exemption from the

lax because it maintained expenditure responsibility for the grant? Yes No

11 'Yes,' attach the statement required by Regulations section 53 4945-5(d) 6 e Did the organization during the year receive any funds, drtectly a indirectly, to pay

premiums on a personal benefit contract? E]Yes a No h Did the organization during the year, pay premiums directly a indirectly, m a personal benefit contract? 6b X

It you answered Nes'to 66 also file Form 8870

Form 990 " PF (2002)

_____________________________________y I I I

Total number of other employees paid over $50,000 3 Five highest-paid Independent contractors for professional services - (see page 20 of the Instructional) M norm, enter

- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

Total number of others receiving over $50,000 for profess

Summary of Direct Charitable Activities

List Ire foundation s lour largest direct chant able activities during the fax year Include relevant statistical information such as the number of organizations and other benefiaanas served cvderentes convened, research papers produced etc

1 THE FOUNDATION CONDUCTED A CHARITY GOLF TOURNAMENT TFF

-TO[IRNAMENT GENERATED PROCEEDS THAT WERE PRESENTED TO TWO evrmrnv cnirr%i~1 nnr_nuroamrnve mvr onnrcrne vroo nesn Mn

2 - FURTHER- THEIR- EXEMPT- PURPOSE

----------------------------------------------------------------------------

3

----------------------------------------------------------------------------

4

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8 504732 5748 11/11/2003 14-34 48 V02-8 1

06-1624752 Fohn 990-PF(2002) Page 6

~ll Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees, and Contractors

1 - List all officers, directors trustees foundation managers and their compensation sae a 20 of file Instructions)* (6) Title and average (C) Compensation id) Comneuuw io

p) Name and address fours per veek (If not paid, aMa, . .PI Ww b~MN pan+ (a) Expense account

devoted to posnim 44 ena eitlimd mmqw4m other dllpKdnC¢5

---------------------------------

-----------------------------

----------------------------

2 Compensation of five highest-paid employees (other than those included on line 1 - see page 20 of the Instructions) Ii none, enter "NONE

(E) Tit le and eeerage ~a)CanInbuuvu to (o) E~ertse account (a) Name and address of each employee paid maa than E50 000 hours per vsek (c) Compensation .maq.~ E~n~tn pan+ other allwances

devoted to oosilim end aiiiwna mnv"~um

-----------------------------

---------------------------

(e) Name and address of each person paid more than

----------------------------------------

-----------------------------

-----------------------------

---------------------------------

JSA 2E1460 1 aoo

Form 990-PF (2002)

2 ---------------------------

All olller pr(gmm-relalea invesimenis bee page 11 a [no m.

NONE --------------------------- - - - - - - - - - - - - - - - - -

Total Add lines 1 through 3 Minimum Investment Return (All domestic foundations must complete see page 21 of the instructions )

Fair market value of assets nod used (or held for use) directly in carrying out charitable, etc , purposes

a Average monthly fair market value of securities b Average of monthly cash balances . . . . . c Fair market value of all other assets (see page 22 of the instructions) d Total (add lines 1a, b, and c)_ . . . e Reduction claimed for blockage or other factors reported on lines 1 a and

is (attach detailed explanation) I 1e I Acquisition indebtedness applicable to line 1 assets Subtract line 2 from line 1d Cash deemed held for charitable activities Enter 1 1/2% of line 3 (for greater amount, see page 22 of the instructions) Net value of noncharltable-use assets Subtract line 4 from line 3 Enter here and on Part V, tine 4 Minimum Investment return Enter 5% of line 5

1a

4 5 6

in 4942Q)(3) and 0)(5) private operating and do not complete this part )

7

NONE

2c ". " 3

NONE

4c

UIRM Qualifying Distributions (see page 23 of the instructions) Amounts paid (including administrative expenses) to accomplish charitable, etc , purposes

a Expenses, contributions, gifts, etc - total from Part I, column (d), line 26 . _ 1 a 16 , 950 b Program-related investments -Total from Part IX-B 1 b NONE

Amounts paid to acquire assets used (or held (or use) directly in carrying out charitable, etc , purposes 2 NONE Amounts set aside for specific charitable projects that satisfy the

a Suitability test (prior IRS approval required) . . . . 3a NONE b Cash distribution lest (attach the required schedule) 3b NONE

Qualifying distributions Add lines 1 a through 3b Enter here and on Part V, line 8, and Part XIII, line 4 4 16 , 950 Organizations that qualify under section 4940(e) for the reduced rate of tax on net investment income Enter 1 % of Part I, line 27b (see page 24 of the instructions) . _ 5 Adjusted qualifying distributions Subtract line 5 from line 4 6 16 , 950 Note The amount on fine 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation

qualifies for the section 4940(e) reduction of tax in those years

1

2

3

4

5

6

JSA 3E t a 70 1 000

504732 574H 11/11/2003 14 34 48 V02-8 1 9

1 NONE

----------------------------------------

-----------------------------

-----------------------------

---------------------------- --------------------------------

------------------------

2 3 4

2

Distributable Amount (see page 23 of the instructans) (Sec foundations and certain forego organizations check here Ill.

7 Minimum investment return from Part X, line 6 2 a Tax on investment income for 2002 from Part VI, line 5 2a b Income fax for 2002 (This does not include the tax from Part VI 2b e Add lines 2a and 2b

3 Dislribulable amount before adjustments Subtract line 2c from line 1 4 a Recoveries of amounts treated as qualifying distributions 4a b Income distributions from section 4947(a)(2) trusts 4b c Add lines 4a and 4b

5 Add lines 3 and 4c . . . . . . . . 6 Deduction from dislributable amount (see page 23 of the instructions)

Form 990-PF (2002)

06-1624752 Form 990 PF (2002) Page

Undistributed Income (see page 24 of the instructions)

(a) (b) (c) (d)

1 Disiribulable amount for 2002 from Part XI, Corpus dears prior l0 2001 2001 2002

line 7 840

2 Undisinbuted income if any as of he end of 2001

e Enter amount (or 2001 only 144

b Total for prior years NONE

7 Excess distributions car over d any, to 2002 ,

e From 1997 NO

b From 1998 NO

c From 1999 NO

d From 2000 NO

e From 2001 NO

1 Total of lines 3a through is NONE 4 Qualifying distributions for 2002 from Part

X11, line 4 " $ 16 , 950

e Applied to 2001, but not more than line 2a _ 144

b Applied to undistributed income of price years (Election required - see page 24 of the vistnxlipa) NONE

c Treated as distributions Cut of corpus (Elechrn ' required - see page 24 0l the instructions) , NONE

d Applied l0 2002 distributable amount 840

s Remaining amount distributed out of corpus _ 15 , 966 5 Excess distributions carryover applied to 2002 NO ' NODE

(it 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 '

' e Corpus Add lines 31, 4c, and 4e Subtract line 5 15,966

b Prior years' undistributed income Subtract line 4b from line 2b NONE ~ '

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 , , , NONE

d Subtract line 6c from tine Bla Taxable amount - see page 24 0l the instructions _ NONE

e Undislnbuled income for 2001 Subtract line 4a from line 2a Taxable amount -see page 24 0l the instrucliuu

1 Undistributed income for 2002 Subtract ,. does 4d and 5 from line 1 This amount mush be distributed in 2003 NONE

7 Amounts treated as distributions al of corpus to satisfy requirements imposed by section 170(b)(1)(E) a 4942(g)(3) (see page 24 of the instructions) NONE

8 Excess distributions carryover from 1997 not applied on line 5 or line 7 (see page 25 of the instructions) NONE

Excess distributions carryover 10 2003 '

Subtract lines 7 and 8 from line 6a 15 , 966

10 Analysis of line 9 e Excess from 1998 NO

b Excess from 1999 NO ,

c Excess from 2000 . NO

d Excess from 2001 . NO

e Excess from 2002 15 , 966 '

Form 990-PF (zooz)

JSA 2E4450 1 oao

504732 5748 11/11/2003 14 34 48 V02-8 1 10

Form 990 PF (2002) 06-1624752 Private Operating Foundations (see page 25 of'the ins(ructans and Part VII-A, quest

1 e If the foundation has received a ruling or determination letter that it is a private operating . foundation, and the ruling is effective for 2002, enter the date of the ruling

b Check box to indicate whether the organization is a private operating foundation described in section A 49420)(J

2e Enter nelesser diha Tax year Prior 3years

adjusted net incane from (a) 2002 (b) 2001 (c) 2000 (a) 1999 Pan I or the minimum rI investment return hom Pan X for each year lured

b 85% of line 2a

Total

c o.eutymp a,.mewm. 1. a,n

xll line 4 la each Yror Ilsl W

d Amount, md.decim me 2c not ..a directly i« aeuve conduct a ... met mamas

a Qualifying ellsoilbutions made drawl, 1« eem mneua d .n.mpi ecuwue SuEima tin. 3d Iron line 2. .

cemoieia b D we («iM al~~melM Ibl nliM .pun

a eased. Ntemau.n, tut am..

0 ) value ddiau ..ls (2) veiu.d .wlsauadyinq

unan awsm as42L%3Ne%Q

b enawm.m " at.meuwie1 Enter 2/J of minimum

"SIT"nl n1VT an. IA Pen x [in. s for .eci, y..~ listed . .

SeDDOn WwnetMlnt miw

(1) Total support ahw than Arms imeastment income (IMumest dNEm6i nnb payments an ..nu. Ice. (aedim 517( .H5)) r rqel4a)

(2) Su7Parllrompim.rd public era s s ma. ....Pt vpeMNw . pnoaa.dinseason 49970j(3xBxYl)

(3) L.,,..[ amount of a~ppcd Imm en ... met or0anheum

d Any restrictions or limitations on awards such as by geographical areas, chantable fields, kinds of in54N4ons, a other

(attars

JSA 2E1490 1 000

504732 574B 11/11/2003 14 34 48 V02-8 1 Fd�n 990-PF (sooz)

11

IjE[OW Supplementary Information (Complete this part only if the organisation had $5,000 or more in assets at any time during the year - see page 25 of the 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 it they have contributed more than ES 000) (See section 507(4)(2) )

b list any managers of the foundation who own 10% or more of the stock of a caporaUon (a an equally large portion of the

ownership of a partnership a other entity) of which the founda0m has a 10% a greater interest

2 Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc , Programs Check hMe 1 aX d tea organization only makes cmlnbulions to preselacled charitable organizations and does not accept unsolicited requests fix funds

If I ha organization makes yells, giants , ale (seepage 25 d the nvstwcliois) to individuals a aganizatiuc under other conditions, complete items 2a , b, c , and d

a The name, address, and telephone number of the person to wham applications should be addressed

b The form in which applications should be submitted and information and materials they should include

e Any submission deadlines

0

ons Paid During the Year or Approved for F II recipient man indmdual Foundation show any relalqrtship to staius d

Of b1151fIC55) any foundation manager recipienl or substantial conlnbula

Purpme cl grant Q conlnEUlwn

SEE STATEMENT 5

12 s04732 574H 11/11/2003 14 34 48 V02-8 1

and

Name and address a Paid during the year

06-1624752

b Approved (or future payment

jSik :e 1 .s, i o00

Amwnl

Form 990-PF (2ooz)

06-1624752

Enter gross amounts unless otherwise indicated r exempt

Business (b) (d) function income Exclusion /See page 26 0l

1 Program semce revenue code Amount code Amount the instructions a GOLF TOURNAMENT 65,010 b

c

d

e

f

g Fees and contracts Iron government agencies

2 Membership dues and assessments

7 Interest m savings and lempQary cash irneslmenls 14 157 4 Dividends and interest from securities

5 Net rental income a (loss) from real estate

a Debt-financed properly

b Not debt-financed properly

6 Net rental income or (loss) from personal property

7 Other investment income

8 Gain or (loss) Iron SaICS U a55ets dherIhan inyenlay

9 Net income or (loss) Iron special events

10 Gross profit a (loss) from sales of inventory 11 Other revenue a

b

c

d

0 '

72 Subtotal Add columns (b) (d), and (e) 157 65 , 010 73 Total Add line 12, columns (b) (d) and (e) 13 65,167 See worksheet in line 13 instructions on page 26 to verify calculations

Relationship of Activities to the Accomplishment of Exempt Purposes Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to

LinoNo the accomplishment of the organization's exempt purposes (other than by providing funds for such purposes) (See page 26 0( the instructions )

504732 5748 11/11/2003 14 34 48 V02-8 1 13

Foam 990-PF it

JSA 3E la9Z 1 000

Fom, 990-PF (2007)

Form 990 PF 001 06-1624752 Page 12 bMd Information Regarding Transfers To and Transactions and Relationships Wig Nonchantable

t " Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501 (c)(3) organizations) or in section 527, relating to political organizations?

e Transfers from the reporting organization to a noncharitaDle exempt organization of

(1) Cash . . .

(2) Other assets

b Other Transactions

(1) Sales of assets to a noncharitable exempt qpanizahon

(2) Purchases of assets from a nmcharilable exempt organization

(7) Rental of facilities, equipment, a other assets

(4) Reimbursement arrangements

(5) Loans or loan guarantees , ,

(6) Performance of services or membership or fundraising soliataUOns , ,

c Sharing of facilities, equipment mailing lists, other assets, a paid employees

d If the answer to any of the above is 'Yes,' complete the following schedule Column (b) should always show the fart market

value of the goods, other assets, or services given by the reporting organization Il the organization received less than fair

market value in any transaction or sharing arrangement show m column (d) the value of the goods, other assets, or, services

Line no I (b) Amount invoked I I .) Name of norichantable of transfers transactions and

Yes X No

Name of organization I (b) Type of organizatim

of penury, I declare that I have examined this velum including ac :orr`ci erd complete Declaration of preparer (other than taxpayer ci~

schedules and statements end to the best of my knowledge and Da5ed Pn ell intormabmy/Zhich preparer has any knowledge

m V - nature o a r a i see `o S e r rn r Prepareis

o O signaNre

a n ; Firm's name (a yours il d ~ self-employed) address,

and ZIP code 225

JsA 2E1493 1 000

S04732 5748 11/11/2003 14 34 48 V02-8 1

2 e Is the organization directly or indirectly affiliated with, or related lo, one a more tax-exempt organizaticins described in section 501(c) of the Code (other than secum 501(c)(3)) a in section 5277

(c) Description of

-«m eP"P ( 12 2000) Page 2 " II you arP tiling for an Additional (not automatic) 3-Month Extension, complete only Part II and check this box

Note Only complete Part II d you have already been granted an automatic 3-month extension on a previously fled Form 8868 " II you are film (or an Automatic 3-Month Extension, complete only Part I (on page 1)

Additional (not automatic) 3-Month Extension of Time - Must File Original and One Copy. Name of Exempt Organization I ' " I Employer WenWiwbon number

Type or print THE LAOGENI FAMILY FOUNDATION

File by the Number street and room or suite no II a P 0 box see instructions extended due date M 370 ARDALE STREET riling the City town or post office slate and ZIP code For a foreign address see instructions return See instruciwns WEST HAVEN CT 06516

Check type of return to be filed (File a separate application for each return) Form 990 0 Form 990-EZ D Form 990-T (sec 401(a) or 408(a) (rust)

`" 06-1629752 " Fu IRS use only

~FOrm 1041-A ~ Form 5227 ~ Form 8870

Signature A'~ ~~~ 7a~e 1i l .e6 Date 1 /U3

Notice to Appli and t - To Be Completed by the IRS We hSve approved this application Please attach this form to the organizations return

We have not approved this application However we have granted a 10 day grace period from the later of the dale shown below or the due dale of the organizations return (including any prior extensions) This grace period is considered to be a valid extension of time for elections otherwise required to be made on a timely return Please attach (his form to the organization s return We have not approved this application After considering the reasons staled in item 7 we cannot grant your request for an extension of lime to file We are not granting a 70-day grace period

We cannot consider this application because it was tiled alter the due date of the return for which _eAens~n,was requested, -~ Other

By r i is

Director Date

Alternate Mailing Address -Enter the address if you want the copy of (his application (or an additional 3~ rAqrI1p~P~xJenSion~ returned to an address different than the one entered above

Name

Type or I Number and street (include suite, room, or apt no ) Or a P O box number print

City or town, province or stale and country (including postal or ZIP Code)

1 SZ0366 574B 08/14/2003 15 .12 17 V02-7 1

STOP Do riot complete Part 11 if you were not already granted an automatic 3-month extension on a previously filed Form 8868

" II the organization does not have an office or place of business in the United Slates check this box I. LJ " II this is for a Group Return, enter the or anizatiori 5 lour digit Group Exemption Number (GEN II this is for the whole group check this box " II it is (or part of the group check this box t and attach a list with the names and EINs of all members the extension is for 4 I request an additional 3-month extension of time until 11/17/2003 5 For calendar year 2002 , or other tax year beginning and ending 6 II this lax year is for less than 12 months, check reason u Indial rrtumFinal return Change m accounting period 7 Stale in detail why you need the extension

ALL INFORMATION REQUIRED TO FILE A COMPLETE AND ACCURATE RETURN IS NOT AVAILABLE AT THE PRESENT TIME .

8a If this application is (or Form 990-BL . 990-PF, 990-T, 4720 or 6069 enter the tentative tax less any nonrefundable credits See instructions f NONE

b If this application is for Form 990-PF, 990-T 4720 or 6069 enter any refundable credits and estimated tax payments made Include any prior year overpayment allowed as a credit and any amount paid previously with Form 8868 E NONE

c Balance Due Subtract line Sb from line 8a Include your payment with this form, or, if required deposit with FTD coupon or, i( required, by using EFTPS (Electronic Federal Tax Payment System) See instructions $ NONE

Signature and Verification under penalties of perjury 1 declare that I have examined this form including accompanying scliN.les end statements and to the best of my knowledge and behel it is true correct end complete 2n4 that I am dulhooz¢G to prepare this form

Form 8868 (12 2000)

If you are filing for an Automatic 3-Month Extension, complete only Part I and check this box If you are filing for an Additional (not automatic) 3-Month Extension, complete only Part II (on page 2 0( this form)

Note Do not complete Part II unless you have already been granted an automatic 3-month extension on a previously filed Form 8868.

Automatic 3-Month Extension of Time - Only submit original (no copies needed) Note Form 990-Tcorporahons requesting an automatic 6-month extension - check this box and complete Part I only All other corporations (including Form 990-C filers) must use Form 7004 to request an extension of time to rite income fax returns Partnerships, REMICs and trusts must use Form 8736 to request an extension of time to ale Form 1065, 1066, of 1041 i ype or print File by the due date for filing yourrelum See mslmdias

Number street, and room a suite no If a P O box, see

City, town or post office stale and ZIP code For a foreign address see instructions

3a If this application is for Form 990-BL, 990-PF, 990-T, 4720, or 6069, enter the tentative lax, less any nonrefundable credits See instructions $ NONE

b If this application is for Form 990.PF or 990-T, enter any refundable credits and estimated lax payments made Include any prior year overpayment allowed as a credit _ $ NONE

c Balance Due Subtract line 3b from line 3a Include your payment with this form, or, if required, deposit . with FM coupon or, if required . by using EFfPS (Electronic Federal Tax Payment System) See NONE instructions $

Signature and Verification Under penalties of perJury I declare that I have examined In* form including accompanying schedules arid slaiemenis and to the best of my knowledge orb belie) it is true correct and complete end that I am authorized to prepare this form

SZ0366 574E 05/13/2003 11 .06 26 V02-6 1

Form 8868 Application for Extension of Time To File an (December 2000) Exempt Organization Return OMB No ,sas-,7os Department d the Treasury Iniemal Revenue Service " File a separate application for each return

Chock type of return to be filed (file a separate application for each return) Form 990 Form 990-T (caporahon) Form 4720

Form 990-BL I I Form 990-T(sec 401(x) a 408(x) trust) I I Form 5227

Form 990-EZ Form 990-7 (Irusl other than above) Form 6069

7( Form 990-PF 8 Form 1041 A e Form 8870 " I( the organization does not have an office or place of business in the United Stales check this box " I( this is for a Group Return, enter the organization s (our digit Group Exemption Number (GEN) I( this is for the whole group, check (his box " F-1 If it is for part of the group check this box > and attach a list with the names and EINs of all members the extension will cover 7 1 request an automatic 3-month (6-month, for 990-T corporation) extension of lime until OB/15 . 2003

to file the exempt organization return for the organization named above The extension is for the organization's return for e calendar year 2002 or

tax year beginning , and ending

2 If this lax year is for less than 12 months, check reason F-1 Initial return 11 Final return 1:1 Change in accounting period

For

JSA :Feav i 000

Title " CPA LYl1 Dale "

Form6868 (12-2000)

FORM 990PF, PART I - INTEREST ON TEMPORARY CASH INVESTMENTS

REVENUE AND

EXPENSES PER BOOKS

NET INVESTMENT

INCOME

157 . 157 . INTEREST INCOME

157 . --------------

157 .

504732 574B 11/11/2003 14 :34 :48 V02-8 .1 STATEMENT 1 15

THE LAUGENI FAMILY FOUNDATION

DESCRIPTION

TOTAL

06-1624752

GOLF TOURNAMENT

504732 574B 11/11/2003 14 .34 :48 V02-8 .1 16

THE LAUGENI FAMILY FOUNDATION

FORM 990PF, PART I - OTHER INCOME

DESCRIPTION

TOTALS

06-1624752

REVENUE AND

EXPENSES PER BOOKS

65,010 . --------------

65,010 .

STATEMENT 2

S04732 574E 11/11/2003 14 :34 :48 V02-8 .1 STATEMENT 3 17

THE LAUGENI FAMILY FOUNDATION

FORM 990PF, PART I - OTHER EXPENSES

REVENUE AND

EXPENSES DESCRIPTION PER BOOKS ----------- ---------

SANK SERVICE CHARGES 192 .

SUPPLIES 1,022 .

TAXES 500 .

GOLF TOURNAMENT EXPENSES 39,662 . --------------

TOTALS 41,376

06-1624752

NET INVESTMENT

INCOME

192 .

192 .

THE LAUGENI FAMILY FOUNDATION 06-1624752

FORM 990PF, PART VIII - LIST OF OFFICERS, DIRECTORS, AND TRUSTEES

GREG A LAUGENI 13 BRIGHTWOOD DRIVE WOODBRIDGE, CT 06525

THOMAS M LAUGENI 576 HAWKINS ROAD ORANGE, CT 06477

CAROLYN J LAUGENI PO BOX 27101 WEST HAVEN, CT 06516

JOYCE G LAUGENI 452 THISTLE DRIVE WESTVILLE, CT 06515

JOSEPH NATARELLI 36 SILO HILL ROAD MADISON, CT 06443

GRAND TOTALS

504732 574B 11/11/2003 14 :34 :48 V02-8 .1 18 STATEMENT 4

NAME AND ADDRESS ----------------

TITLE AND TIME DEVOTED TO POSITION -------------------

PRESIDENT AS NEEDED

VICE-PRESIDENT AS NEEDED

SECRETARY/TREASURER AS NEEDED

DIRECTOR AS NEEDED

DIRECTOR AS NEEDED

1 9 STATEtgNT 5 904732 574H 11/11/2003 14 34 48 V02-8 1

THE LAUGENI FAMILY FOUNDATION

EOPH 990PF, PART XV - GRANTS AM CONTRIBUTIONS PAID DURING THE YEAR

RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR

AND RECIPIENT NAM AM ADDRESS FOUNDATION 97AN9 OF RECIPIENT -------------------------- ------------------------------

Q.IEFOPD BEERS CLINIC

SARAH

RICHARD 10ISSAR0

GkNaN LAILLIN

BIG BROTHERS / BIG SISTERS

lII9CELLANEOU9

06-162475$

PURPOSE OF GRANT OR CONTRIBUTION AMOUNT -------------------------------- ------

5,000

10.000

500

500

150

800

-----------

TOTAL CONTRIBUTIONS PAID 16,950