2021-10-27T16:01:26-05:00 2020-12-31 060312590 Cummings & Lockwood LLC PO Box 120 Stamford CT 069040120 990PF 2020-01-01 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 2021-10-27 1 Suzanne McGraw 999009999 Gail Robertino P00093685 2033271700 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 117016862 X X 1530970 1530970 626912 9370813 626912 2157882 2157882 0 0 0 75937 33799 42138 555002 357465 197537 70937 38807 0 21772 21691 0 723648 451762 239675 5448309 5448309 6171957 451762 5687984 -4014075 1706120 277 5021591 4317631 4317631 3163297 3812014 4034397 31065154 31571698 98179235 7479896 7094905 7397017 2138717 2814479 3088582 48868932 49610727 117016862 0 0 X 0 0 0 0 48868932 49610727 48868932 49610727 48868932 49610727 48868932 -4014075 4755870 49610727 0 49610727 Publicly traded securities 8714297 8173502 540795 540795 Publicly traded securities-return of capital 548680 570399 -21719 -21719 Trumbull Property Grwth & Inc Fd P 107836 107836 107836 626912 23715 0 23715 0 23715 32000 0 0 0 32000 0 8285 8285 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 99755 GSG Advisory Services LLC 18 Whippoorwill Lake Road Chappaqua NY 10514 Philanthropic advisory services 97782 Cummings & Lockwood LLC 6 Landmark Square Stamford CT 06901 Legal/tax services 75937 0 0 104821441 4440015 2509879 111771335 0 0 111771335 1676570 110094765 5504738 5504738 23715 23715 5481023 0 5481023 0 5481023 5687984 0 5687984 0 5687984 5481023 4479343 0 0 5687984 4479343 0 0 1208641 0 0 0 0 0 0 0 0 4272382 0 0 0 X Carnegie Hall Corp 881 Seventh Ave New York NY 10019 PC Education/General Support 402700 Carver Foundation of Norwalk Inc 7 Academy Street Norwalk CT 06850 PC General Support/Before and Afterschool Programming 399990 Darien Library 1441 Post Road Darien CT 06820 PC General Support/Youth Services Librarian 350076 Family Centers Inc 40 Arch Street Greenwich CT 06830 PC General Support/COVID-19 Emergency Relief Fund 552953 Filling in the Blanks 346 Main Ave Ste 3A Norwalk CT 06851 PC General Support/Food Bank 151956 Hartley House 413 W 46th St New York NY 10036 PC General Support 50841 Juilliard School 60 Lincoln Center Plaza New York NY 10023 PC Music education and outreach, live performance production costs 20382 Neighbor to Neighbor 248 East Putnam Ave Greenwich CT 06830 PC General Support/Food Bank 50592 New York Eye and Ear Infirmary of Mount Sinai One Gustave L Levy Place PO Box 1049 New York NY 10029 PC Vision research/Endowed Professorship of Neuroregeneration 402700 New York Public Radio 160 Varick St New York NY 10013 PC WQXR Young Artists Program and Music Education Award 201350 Norwalk Hospital Association and Norwalk Hospital Foundation Inc 34 Maple Street Norwalk CT 06856 PC General Support/Community and Behavorial Health 500559 Norwalk Hospital Association and Norwalk Hospital Foundation Inc 34 Maple Street Norwalk CT 06856 PC Covid-19 Matching Gift Grant 1000000 University of Pennsylvania 3451 Walnut St Ste 305 Philadelphia PA 19104 PC General Support/Education and Research 1364210 5448309 0 14 1530970 18 626912 0 2157882 0 2157882 0 0 0 0 0 0 0 0 0 0 Blackrock Short Duration 1140498 1156569 Business Service 1400521 1464319 Pimco Total Return 3020305 3136948 Reinhart Int'l Fixed Income 1533581 1639181 Blackrock Large Cap 3353469 3982822 Business Service 7391507 62707571 Delaware International 3750659 3886813 Kayne Small Value 3432593 5623621 Madison Mid 2776663 4249761 MFS LCV 4603689 6323492 Neuberger Berman Int'l 2102969 3043288 PMP Large Growth 4160149 8361867 3812014 4034397 0 0 Business Service/Trumbull Property Grwth & Inc LP AT COST 1000000 1062772 Business Service/Bridge Workforce & Affordable Hsg AT COST 1814479 2025810 Cummings & Lockwood,LLC 75937 33799 42138 Trumbull Property Grwth & Inc - general administration fees 193 193 0 Trumbull Property Grwth & Inc - nondeduct exp. 74 0 0 Bridge Workforce & Affordable Hsg Fd 21438 21438 0 UBS, Margin interest 10 10 0 UBS, wire transfer fees 50 50 0 Bridge Workforce & Affordable Hsg Fd-non dedct. exp. 7 0 0 FMV vs. book value of grants of S&P Global stock 4737193 Difference between LP income reported on Sch. K-1 and actual dist. received 18677 UBS fees 340901 340901 0 GSG Advisory Services 97782 0 97782 Gabriele Group Inc. 99755 0 99755 Trumbull Property Growth & Income LP 16564 16564 0 Foreign tax withheld/Adr fees 38807 38807 0 U.S. Treasury, 2019 balance due 130 0 0 U.S. Treasury, 2020 estimated taxes 32000 0 0