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THE GRANTEE RAISED AN ADDITIONAL $27,435 FROM NEW DONORS AND $37,010 INCREASES FROM EXISTING DONORS. NORFOLK FOUNDATION INC PO BOX 333 NORFOLK CT 060580333 2017-12-06 140000 RENOVATION OF THE NORFOLK FOUNDATION HEADQUARTERS LOCATED AT 2 STATION PLACE, NORFOLK, CT AND PHASE 1 OF THE CITY MEADOW PROJECT TO BUILD A NEW PUBLIC PARK IN THE CENTER OF NORFOLK, CT. 140000 5/13/19 2019-05-13 THE GRANTEE EXPENDED THE FUNDS IN ACCORDANCE WITH THE TERMS OF THE GRANT. ADDITIONAL INFORMATION FORM 990-PF, PART VIII, SECTION 1 INFORMATION ABOUT OFFICERS, DIRECTORS, TRUSTEES, FOUDATION MANAGERS, HIGHLY PAID EMPLOYEES, AND CONTRACTORS.MS. FRANKLIN IS AN EMPLOYEE OF SIMPSON THACHER & BARTLETT LLP WHICH IS COMPENSATED AS LEGAL COUSEL TO THE FOUNDATION. SELF DEALING ACT CORRECTED NOVEMBER 9, 2018 FORM 990-PF, PART VII-B, 1C THE ORGANIZATION FILED FORM 4720 FOR THE YEAR ENDED DECEMBER 31, 2017 FOR THE SELF DEALING ACT CORRECTED ON NOVEMBER 9, 2018. US TRUST SELECT EQUITIES LP 4010370 4010370 US TRUST SOLARIS FUNDS 8282123 8282123 SEMPER VIC PARTNERS (QP) LP 1414218 1414218 SEG PARTNERS OFFSHORE LTD. FMV 2020231 2020231 LEEDS EQUITY PARTNERS IV LP FMV 15759 15759 BRUCKMAN, ROSSER, SHERRILL & CO II LP FMV 145966 145966 AG REALTY FUND VIII LP FMV 660208 660208 OFFICE FURNISHINGS & EQUIPMENT 27406 27406 0 OFFICE FURNISHINGS & EQUIPMENT 10218 10218 0 OFFICE FURNISHINGS & EQUIPMENT 16746 16746 0 OFFICE FURNISHINGS & EQUIPMENT 1093 1093 0 OFFICE FURNISHINGS & EQUIPMENT 11153 11153 0 OFFICE FURNISHINGS & EQUIPMENT 5385 5385 0 OFFICE FURNISHINGS & EQUIPMENT 9523 9232 291 ARTWORK 2000 0 2000 ARTWORK 20000 0 20000 FULLY DEPRECIATED ASSETS TO TIE TO BOOKS 4500 4500 0 ARTWORK 7800 0 7800 ARTWORK 7298 0 7298 ARTWORK 2000 0 2000 ARTWORK 4900 0 4900 ARTWORK 800 0 800 ARTWORK 2300 0 2300 ARTWORK 4500 0 4500 ARTWORK 1775 0 1775 ARTWORK 1500 0 1500 ARTWORK 2500 0 2500 ARTWORK 4675 0 4675 ARTWORK 1353 0 1353 ARTWORK 5900 0 5900 ARTWORK 1203 0 1203 ARTWORK 1204 0 1204 ARTWORK 2579 0 2579 ARTWORK 1100 0 1100 ARTWORK 2960 0 2960 ARTWORK 3150 0 3150 ARTWORK 1980 0 1980 ARTWORK 1992 0 1992 ARTWORK 800 0 800 ARTWORK 2110 0 2110 ARTWORK 1172 0 1172 ARTWORK 510 0 510 ARTWORK 3960 0 3960 ARTWORK 1600 0 1600 ARTWORK 950 0 950 ARTWORK 2700 0 2700 ARTWORK 985 0 985 ARTWORK 3500 0 3500 ARTWORK 310 0 310 ARTWORK 1500 0 1500 ARTWORK 2083 0 2083 ARTWORK 936 0 936 ARTWORK 1300 0 1300 ARTWORK 1169 0 1169 ARTWORK 2751 0 2751 ARTWORK 1080 0 1080 ARTWORK 2430 0 2430 ARTWORK 5095 0 5095 ARTWORK 827 0 827 ARTWORK 2200 0 2200 ARTWORK 950 0 950 ARTWORK 2048 0 2048 ARTWORK 1750 0 1750 OFFICE FURNISHINGS & EQUIPMENT 47954 13587 34367 FURNITURE AND FIXTURES 13746 1375 12371 ARTWORK 8546 0 8546 LEGAL FEES 144764 36191 108573 SECURITY DEPOSIT 29654 29654 29654 PREPAID TAXES 30160 27296 27296 NET UNREALIZED LOSS 1241583 REPORTING TIMING DIFFERENCE BOOK VERSUS TAX 107322 INSURANCE 9326 4663 4663 DUES & SUBSCRIPTIONS 3078 0 3078 OFFICE OPERATING EXPENSES 17626 8813 8813 NYS CHARITY FILING FEES 750 0 750 REIMBURSABLE CONSULTING EXPENSES 397 99 298 EXPENSES PAID ON BEHALF OF GRANTEES 9621 0 9621 AG REALTY FUND VIII LP 12360 12360 12360 SEMPER VIC PARTNERS (QP) LP 1889 1889 1889 SEG PARTNERS LP 112 112 112 EXCELSIOR VENTURE PARTNERS 6 6 6 AG REALTY FUND VIII LP 12896 12896 DEFERRED FEDERAL EXCISE TAX 24832 OVERACCRUED UNRELATED BUSINESS INCOME TAX 6536 ACCRUED EXPENSES AND OTHER PAYABLES 85352 114549 DEFERRED FEDERAL EXCISE TAX 136117 111285 CUSTODY & REPORTING FEES 11012 11012 0 INVESTMENT MANAGEMENT 158535 156525 0 CONSULTING 34285 2400 31885 PROFESSIONAL FEES 6904 602 6302 PENSION PLAN FEE 2250 1125 1125 FOREIGN TAXES WITHHELD 5401 5401 0 EXCISE TAX ON INVESTMENT INCOME 9775 0 0 OTHER TAX EXPENSE 4367 4367 0