2021-08-27T10:54:53-05:00 2020-12-31 061467807 EDWARD M DEDON CPA 30 MYANO LN STE 34 STAMFORD CT 069024532 990PF 2020-01-01 136127896 THE OAKLAWN FOUNDATIONINC OAKL 2036373784 CO WILLIAM S KIES III POB 272 OLD GREENWICH CT 06870 WILLIAM S KIES III PRESIDENT 2036373784 2021-08-27 1 WILLIAM KIES III 999009999 EDWARD M DEDON P00009668 2033591188 2021-08-27 X 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 22856944 X X 19 19 345406 345406 1924991 6445690 1924991 2270416 2270416 54000 5400 48600 15075 1508 13567 105692 0 0 44180 413 3718 162 0 32 3 29 1446 145 1301 220587 7469 67215 820000 820000 1040587 7469 887215 1229829 2262947 19844 50033 50033 981631 865489 865489 2544534 3492551 3493559 6878005 7159196 15966437 2417792 2505293 2481378 19005 18957 210 48 48 12842016 14072610 22856944 8 3 8 3 X 12842008 14072607 0 0 0 0 12842008 14072607 12842016 14072610 12842008 1229829 770 14072607 0 14072607 DETAILS AVAILABLE UPON REQUEST P 6445690 4520699 1924991 1924991 1924991 31455 0 31455 0 31455 32000 0 0 0 32000 0 545 545 0 0 0 0 0 0 0 0 0 0 0 1 1 NY CT 1 0 0 0 0 1 N/A ELIZABETH K RAFTERY THE OAKLAWN F 2032498035 PO BOX 7065 WILTON CT 06897 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 STEPHEN K GRIMM 80 FIELD POINT ROAD PO BOX 2220 GREENWICH CT 06836 DIRECTOR 0.00 0 0 0 WILLIAM S KIES III 15 GRANT AVENUE OLD GREENWICH CT 06870 PRESIDENT/DIRECTOR 25.00 30000 0 0 AUDREY S PAIGHT 2991 EAGLE ESTATES CIRCLE WEST CLEARWATER FL 34681 DIRECTOR 0.00 0 0 0 BETSY K RAFTERY 34 WICKS END LANE WILTON CT 06897 TREASURER/DIRECTOR 25.00 24000 0 0 JOSEPH PAIGHT 1105 FLORES DE AVILA TAMPA FL 33613 DIRECTOR 0.00 0 0 0 WILLIAM S KIES IV 19 MEADOW DRIVE COS COB CT 06807 DIRECTOR 0.00 0 0 0 JONATHAN M WELLS 90 RIVER ROAD COS COB CT 06807 DIRECTOR 0.00 0 0 0 NONE 0 GILLESPIE ROBINSON & GRIMM INC 80 FIELD POINT ROAD GREENWICH CT 06830 INVESTMENT ADVISORY SERVICES 93452 0 NO DIRECT ACTIVITIES 0 NONE 0 0 0 19361742 941171 129 20303042 0 0 20303042 304546 19998496 999925 999925 31455 31455 968470 0 968470 0 968470 887215 0 887215 0 887215 968470 308899 0 0 887215 308899 0 0 578316 0 0 0 0 0 0 0 0 390154 0 0 0 WILLIAM S KIES III WILLIAM S KIES III PRESIDENTOAKLAWN PO BOX 272 OLD GREENWICH CT 06870 2036373784 APPLICATIONS SHOULD INCLUDE DATA AS TO THE PURPOSE AND PROPOSED USE OF THE GRANT; PERTINENT FINANCIAL DATA SHOULD BE SUBMITTED. GRANT SUBMISSIONS NEED TO BE SUBMITTED BY FEBRUARY 1ST. GRANTEE MUST BE AN EXEMPT ORGANIZATION UNDER SECTION 501(C) OF THE INTERNAL REVENUE CODE. NO OTHER SPECIAL FACTORS. AMERICAN RED CROSS 99 INDIAN FIELD ROAD GREENWICH CT 06830 NONE PUBLIC CHARITIES CORONAVIRUS OUTBREAK BLOOD SCALES/BIOMEDICAL SVCES 20000 ASCUTNEY OUTDOORS PO BOX 101 BROWNSWVILLE VT 05037 NONE PUBLIC CHARITIES DIRECTOR'S GRANT TO 501C ORGANIZATION 3500 BETSY'S PARK PO BOX 688 HOLDERNESS NH 03248 NONE PUBLIC CHARITIES 2020 PLEDGE YEAR 1 OF 5 10000 BOYS & GIRLS CLUB GREENWICH 4 HORSENECK LANE GREENWICH CT 06830 NONE PUBLIC CHARITIES GENERAL OPERATING SUPPORT AND DIRECTOR'S GRANT TO 501C ORGANIZATION 25000 BRUNSWICK SCHOOL 100 MAHER AVENUE GREENWICH CT 06830 NONE PUBLIC CHARITIES SCHOLARSHIP FUND AND DIRECTOR'S GRANT TO 501C ORGANIZATION 5000 CENTER FOR EDUCATIONAL INNOVATION 28 WEST 44TH STREET STE 801 NEW YORK NY 10036 NONE PUBLIC CHARITIES PROJECT "BOOST" 25000 CHOATE-ROSEMARY HALL 333 CHRISTIAN STREET WALLINGFORD CT 06492 NONE PUBLIC CHARITIES SCHOLARSHIP FUND AND DIRECTOR'S GRANT TO 501C ORGANIZATION 27000 CLEARWATER COMMUNITY SAILING CENTER 1001 GULF BLVD CLEARWATER FL 33767 NONE PUBLIC CHARITIES DIRECTOR'S GRANT TO 501C ORGANIZATION 5000 COLBY COLLEGE 4000 MAYFLOWER HILL WATERVILLE ME 04901 NONE PUBLIC CHARITIES 2019 PLEDGE YEAR 2 OF 5 AND DIRECTOR'S GRANT TO 501C ORGANIZATION 37500 DARDEN SCHOOL FOUNDATION UNIV OF VA PO BOX 400807 CHARLOTTESVILLE VA 229073015 NONE PUBLIC CHARITIES DIRECTOR'S GRANT TO 501C ORGANIZATION 3000 DOMUS KIDS INC 83 LOCKWOOD AVENUE STAMFORD CT 06902 NONE PUBLIC CHARITIES DOMUS KNIGHTS 2020 GRANT 25000 FRIENDS OF AMBLER FARM PO BOX 7442 WILTON CT 06897 NONE PUBLIC CHARITIES DIRECTOR'S GRANT TO 501C ORGANIZATION 500 FRIENDS OF THE NORWALK RIVER VALLEY TRAIL PO BOX 174 GEORGETOWN CT 06829 NONE PUBLIC CHARITIES DIRECTOR'S GRANT TO 501C ORGANIZATION 2500 GREENWICH ACADEMY 200 NORTH MAPLE AVENUE GREENWICH CT 06830 NONE PUBLIC CHARITIES MULTI YEAR GRANT TO SCHOLARSHIP FUND YEAR 3 OF 4 20000 GREENWICH ALLIANCE FOR EDUCATION 49 MAPLE AVE GREENWICH CT 06830 NONE PUBLIC CHARITIES DIRECTOR'S GRANT TO 501C ORGANIZATION 1000 GREENWICH COMMUNITY GARDENS PO BOX 4743 GREENWICH CT 06831 NONE PUBLIC CHARITIES DIRECTOR'S GRANT TO 501C ORGANIZATION 1000 GREENWICH FAMILY CENTERS 40 ARCH STREET POB 7550 GREENWICH CT 06836 NONE PUBLIC CHARITIES GREENWICH HEAD START; THANKSGIVING MEALS 29000 GREENWICH LAND TRUST 370 ROUND HILL ROAD GREENWICH CT 06831 PUBLIC CHARITIES DIRECTOR'S GRANT TO 501C ORGANIZATION 1000 HILSDALE COLLEGE 33 E COLLEGE STREET HILLSDALE MI 49242 NONE PUBLIC CHARITIES MULTI YEAR GRANT TO SCHOLARSHIP FUND YEAR 2 OF 4 25000 INNER CITY SCHOLARSHIP FUND 1011 FIRST AVENUE 14TH FL NEW YORK NY 10022 NONE PUBLIC CHARITIES HIGH SCHOOL AWARD PROGRAM AND SCHOLARSHIP; MULTI YEAR GRANTS 1 OF 5 YEARS 30000 KIDS IN CRISIS ONE SALEM STREET COS COB CT 06807 NONE PUBLIC CHARITIES 2020 PLEDGE KIC EDUCATION SVCES AND DIRECTOR'S GRANT TO 501C ORGANIZATION 40000 LAUREL HOUSE 1616 WASHINGTON BLVD STAMFORD CT 06902 NONE PUBLIC CHARITIES 2020 GRANT SUPPORTIVE HOUSING PROGRAM 20000 MANHATTAN INSTITUTE 52 VANDERBILT AVENUE NEW YORK NY 10017 NONE PUBLIC CHARITIES EDUCATION REFORM INITIATIVE 20000 MANLIUS PEBBLE HILL SCHOOL 5300 JAMESVILLE ROAD SYRACUSE NY 13224 NONE PUBLIC CHARITIES DIRECTOR'S GRANT TO 501C ORGANIZATION 3500 MORNING STAR CATHOLIC SCHOOL 210 E LINEBAUGH AVENUE TAMPA FL 33612 NONE PUBLIC CHARITIES MULTI YEAR GRANT YEAR 3 OF 3 TUITION ASSISTANCE 10000 MOUNT DORA CHRISTIAN ACADEMY & CHILDREN'S HOME 301 WEST 13TH AVENUE MOUNT DORA FL 32757 NONE PUBLIC CHARITIES SCHOLARSHIP FUND,BIOMEDICAL SCIENCE AND ENGINEERING INSTITUTES AND DIRECTOR'S GRANT TO 501C ORGANIZATION 40000 NATIONAL MS SOCIETY 659 TOWER AVENUE FIRST FLOOR HARTFORD CT 06112 NONE PUBLIC CHARITIES DIRECTOR'S GRANT TO 501C ORGANIZATION 1500 NORTHWESTERN UNIVERSITY 1201 DAVIS STREET EVANSTON IL 60208 NONE PUBLIC CHARITIES DIRECTOR'S GRANT TO 501C ORGANIZATION 7500 PATHWAYS INC 175 MILBANK AVE GREENWICH CT 06830 NONE PUBLIC CHARITIES DIRECTOR'S GRANT TO 501C ORGANIZATION 500 PUTNAM INDIAN FIELD SCHOOL 101 INDIAN FIELD ROAD COS COB CT 06807 NONE PUBLIC CHARITIES DIRECTOR'S GRANT TO 501C ORGANIZATION 500 SCSU FOUNDATION INC 501 CRESCENT STREET NEW HAVEN CT 065151355 NONE PUBLIC CHARITIES 2020 GRANT AND DIRECTOR'S GRANT TO 501C ORGANIZATION 50000 SOUNDWATERS COVE ISLAND PARK 1281 COVE ROAD STAMFORD CT 06902 NONE PUBLIC CHARITIES 2020 GRANT DISTANCE LEARNING AND DIRECTOR'S GRANT TO 501C ORGANIZATION 27000 ST LAWRENCE UNIVERSITY 23 ROMODA DRIVE CANTON NY 13617 NONE PUBLIC CHARITIES YEAR 3 OF 5 TO SCHOLARSHIP FUND AND DIRECTOR'S GRANT TO 501C ORGANIZATION 32500 ST PAUL'S EPISCOPAL CHURCH 200 RIVERSIDE AVE RIVERSIDE CT 06878 NONE PUBLIC CHARITIES DIRECTOR'S GRANT TO 501C ORGANIZATION 2000 STAMFORD MUSEUM AND NATURE CENTER 39 SCOFIELDTOWN ROAD STAMFORD CT 06903 NONE PUBLIC CHARITIES PLEDGE FOR EDUCATION PROGRAMS AND DIRECTOR'S GRANT TO 501C ORGANIZATION 27000 STARK MOUNTAIN FOUNDATION PO BOX 1221 WAITSFIELD VT 05673 NONE PUBLIC CHARITIES MULTI YEAR GRANT PRESERVE OUR PARADISE CAMPAIGN YEAR 3 OF 5 3000 SUMMER ON THE HILL 4662 TIBBET AVENUE BRONX NY 10471 NONE PUBLIC CHARITIES 2020 GRANT EDUCATION PROGRAMS 25000 THE HILL SCHOOL 717 EAST HIGH STREET POTTSTOWN PA 19464 NONE PUBLIC CHARITIES DIRECTOR'S GRANT TO 501C ORGANIZATION AND TUTTLE MUSIC SCHOLARSHIP AND ASPIRE FACULTY ENRICHMENT 44000 U OF VT & STATE AGRICULTURE FOUNDATION 411 MAIN STREET BURLINGTON VT 05401 NONE PUBLIC CHARITIES DIRECTOR'S GRANT TO 501C ORGANIZATION 7500 UNC WILMINGTON 601 SOUTH COLLEGE ROAD WILMINGTON NC 284035990 NONE PUBLIC CHARITIES MULTI YEAR PLEDGE SCHOLARSHIP AND GPAC YEAR 1 OF 5 40000 UNIVERSITY OF THE CUMBERLANDS 6191 COLLEGE STATION DRIVE WILLIAMSBURG KY 40769 NONE PUBLIC CHARITIES MULTI YEAR PLEDGE SCHOLARSHIP FUND YEAR 1 OF 5; PRESIDENT'S DISCRETIONARY FUND 2020 GRANT 50000 UVM FOUNDATION 411 MAIN STREET BURLINGTON VT 05401 NONE PUBLIC CHARITIES YEAR 2 OF 2 OAKLAWN FOUNDATION SCHOLARSHIPS 10000 VILLANOVA UNIVERSITY 800 E LANCASTER AVE VILLANOVA PA 19805 NONE PUBLIC CHARITIES DIRECTOR'S GRANT TO 501C ORGANIZATION 1500 WATERSIDE SCHOOL 770 PACIFIC STREET STAMFORD CT 06902 NONE PUBLIC CHARITIES 2020 PLEDGE YEAR 2 OF 3 FOR OAKLAWN FOUNDATION SCHOLARSHIPS AND DIRECTOR'S GRANT TO 501C ORGANIZATION 32000 WEST WINDSOR HISTORICAL SOCIETY PO BOX 12 BROWNSVILLE VT 05037 NONE PUBLIC CHARITIES DIRECTOR'S GRANT TO 501C ORGANIZATION 1000 WILTON LIBRARY ASSOCIATION 137 OLD RIDGEFIELD ROAD WILTON CT 06897 NONE PUBLIC CHARITIES DIRECTOR'S GRANT TO 501C ORGANIZATION 1000 WOODCOCK NATURE CENTER 56 DEER RUN ROAD WILTON CT 06897 NONE PUBLIC CHARITIES SUMMER CAMP SCHOLARSHIPS AND DIRECTOR'S GRANT TO 501C ORGANIZATION 7000 WORKPLACE INC 350 FAIRFIELD AVENUE BRIDGEPORT CT 06604 NONE PUBLIC CHARITIES SCHOLARSHIP FUND 20000 820000 BETSY'S PARK PO BOX 688 HOLDERNESS NH 03248 PUBLIC CHARITIES MULTI YEAR GRANT: $10,000 FOR 2021-2024 40000 COLBY COLLEGE 4000 MAYFLOWER HILL WATERVILLE ME 04901 NONE PUBLIC CHARITIES MULTI YEAR GRANT: $30,000 FOR 2021-2023 90000 GREENWICH ACADEMY 200 NORTH MAPLE AVENUE GREENWICH CT 06830 NONE PUBLIC CHARITIES MULTI YEAR GRANT: $20,000 FOR 2021 20000 HILLSDALE COLLEGE 33 E COLLEGE STREET HILLSDALE MI 49242 NONE PUBLIC CHARITIES MULTI YEAR GRANT: $25,000 FOR 2021-2022 50000 INNER-CITY SCHOLARSHIP FUND 1011 FIRST AVENUE 14TH FL NEW YORK NY 10022 NONE PUBLIC CHARITIES MULTI YEAR GRANT: $30,000 FOR 2021-2024 120000 ST LAWRENCE UNIVERSITY 23 ROMODA DRIVE CANTON NY 13617 NONE PUBLIC CHARITIES MULTI YEAR GRANT: $30,000 FOR 2021-2022 60000 STARK MOUNTAIN FOUNDATION PO BOX 1221 WAITSFIELD VT 05673 PUBLIC CHARITIES MULTI YEAR GRANTS: $3,000 FOR 2021-2022 6000 UNC WILMINGTON 601 SOUTH COLLEGE ROAD WILMINGTON NC 284035990 PUBLIC CHARITIES MULTI YEAR GRANTS: $40,000 FOR 2021-2024 160000 UNIVERSITY OF THE CUMBERLANDS 6191 COLLEGE STATION DRIVE WILLIAMSBURG KY 40769 PUBLIC CHARITIES MULTI YEAR SCHOLARSHIP GRANT: $25,000 FOR 2021-2024 100000 WATERSIDE SCHOOL 770 PACIFIC STREET STAMFORD CT 06902 NONE PUBLIC CHARITIES MULTI YEAR GRANT: $25,000 FOR 2021 25000 671000 14 19 14 345406 18 1924991 0 2270416 0 2270416 0 0 0 0 0 0 0 0 0 0 EDWARD M. DEDON,CPA (ACCTG & TAX PREP) 15075 1508 13567 N/A 0 COMPUTER/FAX MACHINE 1992-06-15 3385 3385 SL 5.000000000000 0 0 FURNITURE & FIXTURES 1992-06-15 5148 5148 SL 7.000000000000 0 0 COPIER 1994-06-15 1100 1100 SL 5.000000000000 0 0 COMPUTER 1996-08-15 2403 2403 SL 5.000000000000 0 0 FURNITURE 1996-12-01 353 353 SL 7.000000000000 0 0 PRINTER 1998-03-08 236 236 SL 5.000000000000 0 0 COMPUTER 2000-01-15 1605 1605 SL 5.000000000000 0 0 COMPUTER 2004-12-08 779 779 SL 5.000000000000 0 0 FURNITURE 2004-04-15 1646 1646 SL 7.000000000000 0 0 COMPUTER & PRINTER 2010-10-06 1443 1443 SL 5.000000000000 0 0 DELL LAPTOP MODEL 7537 2015-10-26 744 615 SL 5.000000000000 129 0 PRINTER/COPIER 2017-02-07 163 82 SL 5.000000000000 33 0 REPLACING PAPER FILED RETURN WITH E-FILED RETURN. 990 PF PART IV LINE 1A AN ATTEMPT WAS MADE TO E-FILE THE RETURN BY THE ORIGINAL DUE DATE BUT THE SOFTWARE DID NOT ALLOW THE INCLUSION OF ANY PDF ATTACHEMENTS FOR THE DETAILED SCHEDULES OF INVESTMENTS OR SALES OF SECURITIES SO A PAPER RETURN WAS FILED BY THE DUE DATE TO INCLUDE THESE SCHEDULES. SUBSEQUENTLY THE PAPER FILING WAS RETURNED BY THE IRS REQUESTING THAT THE RETURN BE E-FILED WITHIN 10 DAYS OF THE DATE OF THE LETTER WHICH WAS JULY 26, 2021. UNFORTUNATELY THE PRESIDENT WHO RECEIVES ALL THE FOUNDATION'S MAIL IN A POST OFFICE BOX WAS AWAY AND HAD THE MAIL HELD UNTIL HIS RTURN WHICH WAS JUST RECENTLY.REVISIONS HAVE BEEN MADE TO THE RETURN TO ENABLE IT TO BE E-FILED. THE DETAIL SCHEDULES FOR THE SALES OF SECURITIES AND INVESTMENTS ARE NOT INCLUDED IN E-FILING BUT ARE AVAILABLE UPON REQUEST.IT IS REQUESTED THAT ANY PENALTIES BE ABATED AS A BONA FIDE ATTEMPT WAS MADE TO ORIGINALLY E-FILE THE RETURN BUT DUE TO THE INABILITY TO ATTACH THE SCHEDULES ELECTRONICALLY A PAPER RETURN WAS FILED INSTEAD. A TIMELY REPONSE TO THE IRS NOTICE TO E-FILE THE RETURN WAS NOT ACCOMPLISHED SINCE THE NOTICE WAS NOT AVAILABLE UNTIL AFTER THE 10 DAY WINDOW. THANK YOU FOR YOUR CONSIDERATION. CORPORATE BONDS & BOND ETF 2505293 2481378 CORPORATE STOCK & EQUITY ETF 7159196 15966437 3492551 3493559 0 0 COMPUTER/FAX MACHINE 3385 3385 0 0 FURNITURE & FIXTURES 5148 5148 0 0 COPIER 1100 1100 0 0 COMPUTER 2403 2403 0 0 FURNITURE 353 353 0 0 PRINTER 236 236 0 0 COMPUTER 1605 1605 0 0 COMPUTER 779 779 0 0 FURNITURE 1646 1646 0 0 COMPUTER & PRINTER 1443 1443 0 0 DELL LAPTOP MODEL 7537 744 744 0 0 PRINTER/COPIER 163 115 48 48 OFFICE MAINTENANCE & EXPENSES 646 65 581 FILING FEES 800 80 720 PRIOR PERIOD ADJUSTMENT 770 GILLESPIE,ROBINSON & GRIMM, INC. (INVESTMENT MANAGEMENT FEES) 93452 0 0 BANK OF NEW YORK (CUSTODY FEES) 12240 0 0 PAYROLL TAXES 4131 413 3718 FEDERAL EXCISE PAID 40049 0 0