2022-11-11T10:18:40-06:00 2021-12-31 060312590 Cummings & Lockwood LLC PO Box 120 Stamford CT 069040120 990PF 2021-01-01 273418504 The Harold W McGraw Jr Family Foundation Inc c/o Cummings & Lockwood MCGR 2033514308 Six Landmark Square HST III Stamford CT 06901 Suzanne McGraw President 2033514308 2022-11-11 1 Suzanne McGraw 999009999 Catherine Lee Schettini P01963499 2033271700 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X 149400210 X X 1553542 1553542 2473453 9560799 2473453 4026995 4026995 0 0 0 60220 15055 45165 616333 456720 159913 70295 30295 0 16904 16904 0 763752 518974 205078 4207847 4207847 4971599 518974 4412925 -944604 3508021 4317631 2687977 2687977 3812014 4532880 4636780 31571698 34144769 129270610 7094905 6547241 6545287 2814479 4656209 6259556 49610727 52569076 149400210 0 0 X 0 0 0 0 49610727 52569076 49610727 52569076 49610727 52569076 49610727 -944604 3995425 52661548 92472 52569076 Gains on publicly traded securities 7379229 4668689 2710540 2710540 Losses on publicly traded securities 1620931 1888029 -267098 -267098 Return of Principal 530628 530628 0 0 Capital Gains Dividends P 30011 30011 30011 2473453 48761 0 48761 0 48761 48285 0 2000 0 50285 0 1524 1524 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 0 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 NONE 0 Gabriele Group Inc 550 Summit Avenue Oradell NJ 07649 Philanthropic advisory services 84970 GSG Advisory Services LLC 18 Whippoorwill Lake Road Chappaqua NY 10514 Philanthropic advisory services 74643 Cummings & Lockwood LLC 6 Landmark Square Stamford CT 06901 Legal/tax services 60220 0 0 130839492 3827894 0 134667386 0 0 134667386 2020011 132647375 6632369 6632369 48761 48761 6583608 0 6583608 0 6583608 4412925 0 4412925 6583608 4272382 0 0 4412925 4272382 0 0 140543 0 0 0 0 0 0 0 0 6443065 0 0 0 X Carnegie Hall Corp 881 7th Ave New York NY 10019 None Public Current Use for General Charitable Purposes 398573 Carver Foundation of Norwalk Inc 7 Academy Street Norwalk CT 06850 None Public Current Use for General Charitable Purposes 404489 Family Centers Inc 40 Arch Street Greenwich CT 06830 None Public Current Use for General Charitable Purposes 498445 Hartley House 413 W 46th St New York NY 10036 None Public Current Use for General Charitable Purposes 50394 Juilliard School 60 Lincoln Center Plaza New York NY 10023 None Public Current Use for General Charitable Purposes 12828 New York Eye and Ear Infirmary of Mount Sinai One Gustave L Levy Place PO Box 1049 New York NY 10029 None Public Current Use for General Charitable Purposes 1596667 New York Public Radio 160 Varick Street 9th Floor New York NY 10013 None Public Current Use for General Charitable Purposes 199287 Norwalk Hospital Association and Norwalk Hospital Foundation Inc 34 Maple Street Norwalk CT 06856 None Public Current Use for General Charitable Purposes 50731 University of Pennsylvania 3451 Walnut St Ste 305 Philadelphia PA 19104 None Public Current Use for General Charitable Purposes 996433 4207847 0 14 1553542 18 2473453 0 4026995 0 4026995 0 0 0 0 0 0 0 0 0 0 Blackrock Short Duration 1150783 1150247 Business Service 1400521 1370213 Pimco Total Return 2634602 2636267 Reinhart Int'l Fixed Income 1361335 1388560 Blackrock Large Cap 3902481 4895286 Business Service 7023076 85555488 Delaware International 3965873 4272178 Kayne Small Value 3834185 6652024 Madison Mid 3208886 5684299 MFS LCV 5117621 7729607 Neuberger Berman Int'l 2452304 3422431 PMP Large Growth 4640343 11059297 4532880 4636780 0 0 Business Service/Bridge Workforce & Affordable Hsg II-R AT COST 1742633 1892281 Business Service/Bridge Workforce & Affordable Hsg R2 AT COST 1913576 3230224 Business Service/Trumbull Property Grwth & Inc LP AT COST 1000000 1137051 Cummings & Lockwood,LLC 60220 15055 45165 Adjustment to balance 92472 Trumbull Property Grwth & Inc - general administration fees 258 258 0 Trumbull Property Grwth & Inc - nondeduct exp. 45 45 0 UBS, Margin interest 3226 3226 0 ADR Fees 13375 13375 0 FMV vs. book value of grants of S&P Global stock 3991916 Difference between LP income reported on Sch. K-1 and actual dist. received 3509 UBS fees 439224 439224 0 GSG Advisory Services 74643 0 74943 Gabriele Group Inc. 84970 0 84970 Trumbull Property Growth & Income LP 17496 17496 0 Foreign tax withheld/Adr fees 30295 30295 0 U.S. Treasury, 2021 estimated taxes 40000 0 0