2024-11-11T13:25:14-06:00 2023-12-31 060312590 Cummings & Lockwood LLC PO Box 120 Stamford CT 069040120 990PF 2023-01-01 273418504 The Harold W McGraw Jr Family Foundation Inc c/o Cummings & Lockwood MCGR 2033514308 Six Landmark Square HST III Stamford CT 06901 Howard S Tuthill III Asst. Treasurer/Asst. Secretary 2033514417 2024-11-11 1 0 Catherine Lee Schettini P01963499 2033271700 2023 2024-10-15 13:58:12Z X 128279593 X X 1657694 1657694 1280166 7147948 1280166 2937860 2937860 0 0 0 22119 7373 14746 574253 406687 167566 44488 32957 0 21672 4983 0 662532 452000 182312 7018523 7018523 7681055 452000 7200835 -4743195 2485860 2426720 2569991 2569991 1415214 1446252 1350691 35198452 35426362 112944308 4408857 4483452 3810854 5394701 5936028 7603749 48843944 49862085 128279593 0 0 X 0 0 0 0 48843944 49862085 48843944 49862085 48843944 49862085 48843944 -4743195 6276766 50377515 515430 49862085 Short Term Gains/Losses P 1037405 908204 129201 129201 Long Term Gains/Losses P 6042946 4891981 1150965 1150965 Return of Capital P 67597 67597 0 0 1280166 34553 0 34553 0 34553 26528 0 10637 0 37165 0 2612 2612 0 0 0 0 0 0 0 0 0 0 0 1 1 CT 1 0 0 0 0 1 N/A Howard S Tuthill III Esq 2033514308 Cummings Lockwood PO Box 120 Stamford CT 069040120 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Suzanne McGraw c/o Cummings Lockwood PO Box 120 Stamford CT 069040120 President, Director 1.00 0 0 0 Harold W McGraw III c/o Cummings Lockwood PO Box 120 Stamford CT 069040120 Treasurer, Director 1.00 0 0 0 Robert P McGraw c/o Cummings Lockwood PO Box 120 Stamford CT 069040120 Secretary, Director 1.00 0 0 0 Howard S Tuthill III c/o Cummings Lockwood PO Box 120 Stamford CT 069040120 Asst Secretary/Asst Treasury 1.00 0 0 0 NONE 0 Gabriele Group Inc 550 Summit Avenue Oradell NJ 07649 Philanthropic advisory services 95885 GSG Advisory Services LLC 18 Whippoorwill Lake Road Chappaqua NY 10514 Philanthropic advisory services 71681 0 0 117020891 2292829 0 119313720 0 0 119313720 1789706 117524014 5876201 5876201 34553 34553 5841648 0 5841648 0 5841648 7200835 0 7200835 5841648 5263885 0 0 7200835 5263885 0 0 1936950 0 0 0 0 0 0 0 0 3904698 0 0 0 X Carnegie Hall Corp 881 7th Ave New York NY 10019 None Public Current Use for General Charitable Purposes 399184 Carver Foundation of Norwalk Inc 7 Academy Street Norwalk CT 06850 None Public Current Use for General Charitable Purposes 407759 Family Centers Inc 40 Arch Street Greenwich CT 06830 None Public Current Use for General Charitable Purposes 548781 Filling in the Blanks Inc 346 Main Ave Suite 3A Norwalk CT 06851 None Public Current Use for General Charitable Purposes 149983 Hartley House Inc 900 N Main Street Clovis NM 88101 None Public Current Use for General Charitable Purposes 50379 Juilliard School 60 Lincoln Center Plaza New York NY 10023 None Public Current Use for General Charitable Purposes 12000 New York Public Radio 160 Varick Street 9th Floor New York NY 10013 None Public Current Use for General Charitable Purposes 199976 Norwalk Hospital Association and Norwalk Hospital Foundation Inc 34 Maple Street Norwalk CT 06856 None Public Current Use for General Charitable Purposes 2009305 Trustees of the University of Pennsylvania 3451 Walnut St Ste 305 Philadelphia PA 19104 None Public Current Use for General Charitable Purposes 3241156 7018523 0 14 1657694 18 1280166 0 2937860 0 2937860 0 0 0 0 0 0 0 0 0 0 UBS Account No. 1360 (Business Services) 1400521 1136373 UBS Account No. 4765 (Pimco Total Return) 2873279 2471206 UBS Account No. 4766 (Reinhart Int'l Fixed Income) 78259 75958 UBS Account No. 4767 (Blackrock Short Duration) 131393 127317 UBS Account No. 1360 (Business Services) 6070714 69183612 UBS Account No. 1987 (PMP Large Growth) 4296345 10772558 UBS Account No. 2942 (Blackrock Large Cap) 4723645 5214911 UBS Account No. 46662 (Madison Mid) 3421153 6145242 UBS Account No. 46663 (MFS LCV) 5914211 7988589 UBS Account No. 46664 (Delaware International) 4206744 4574051 UBS Account No. 4763 (Kayne Small Value) 4003229 6002615 UBS Account No. 4764 (Neuberger Berman Int'l) 2790321 3062730 1446252 1350691 0 0 Bridge Workforce & Affordable Hsg II-R AT COST 2432948 2394603 Bridge Workforce & Affordable Hsg R2 AT COST 1770513 3081682 Pretium Residential AT COST 813951 1030041 Trumbull Property Grwth & Inc LP AT COST 918616 1097423 Cummings & Lockwood,LLC 22119 7373 14746 Adjustment to balance 515430 Bridge Workforce & Affordable Hsg Fd 4983 4983 0 ADR Fees 16593 0 0 990T (CT filing fees) 96 0 0 FMV vs. book value of grants of S&P Global stock 6276766 UBS fees 406687 406687 0 GSG Advisory Services 71681 0 71681 Gabriele Group Inc. 95885 0 95885 0 0 0 0 0 0 Bridge Workforce Fund II-R 0 0 0 Foreign tax withheld 32957 32957 0 2023 estimated tax 11531 0 0