2019-11-15T15:02:25-06:00 2018-12-31 454149985 ROSEMCKENNA PLLC 919 EIGHTEENTH STREET NW SUITE 625 WASHINGTON DC 20006 990PF 2018-01-01 061577514 SQUIER FAMILY FOUNDATION SQUI 2028621880 46 PARK STREET NEW CANAAN CT 06840 DAVID SQUIER TRUSTEE 2028621880 2019-11-15 1 KRISTEN MCKENNA P00708363 2028621880 X 50.76.14.220 2019-11-15 13:10:38 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 15D7469AFD4CD5F063A014E3AE9618B44451A1CC 2018 2020-04-17 16:48:07Z X X 5119083 X X 242 242 55104 55104 349603 317091 349603 71177 71177 0 476126 476126 0 0 0 0 0 10000 10000 0 0 6945 6945 0 0 15364 364 0 0 77304 49335 0 0 109613 66644 0 0 125611 125611 235224 66644 0 125611 240902 409482 0 84590 131902 131902 782242 716788 1168593 2530046 2869828 3818588 3 0 0 3396881 3718518 5119083 0 0 X 3396881 3718518 0 0 0 0 3396881 3718518 3396881 3718518 3396881 240902 80735 3718518 0 3718518 JPM ACCOUNT 03363 317091 117027 200064 200064 CARLYLE K-1 ST P 644 644 CARLYLE K-1 LT P 148895 148895 349603 644 0 242168 3698446 0.065478 193106 2867564 0.067341 275227 2595071 0.106058 177884 2376437 0.074853 153458 2345363 0.065430 0.379160 0.075832 4947990 375216 4095 379311 125611 8190 0 8190 0 8190 11656 5000 0 16656 0 8466 8466 0 0 0 0 0 0 0 0 0 1 1 0 1 1 CT 1 0 0 0 0 1 N/A ROSEMCKENNA PLLC 2028621880 919 18TH STREET NW STE 625 WASHINGTON DC 20006 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DAVID L SQUIER 46 PARK STREET NEW CANAAN CT 06840 TRUSTEE - AS NEEDED 0.00 0 0 0 SUE SQUIER 46 PARK STREET NEW CANAAN CT 06840 TRUSTEE - AS NEEDED 0.00 0 0 0 NONE 0 NONE 0 PLEASE NOTE, THE FOUNDATION IS NOT INVOLVED IN ANY DIRECT CHARITABLE ACTIVITIES. ITS PRIMARY PURPOSE IS TO SUPPORT, BY CONTRIBUTIONS, OTHER CHARITABLE ORGANIZATIONS EXEMPT UNDER INTERNAL REVENUE CODE SECTION 501 (C)(3). 0 0 1542722 101128 3379490 5023340 0 0 5023340 75350 4947990 247400 247400 8190 8190 239210 0 239210 0 239210 125611 0 125611 0 125611 239210 0 0 36974 66944 154421 59322 70213 387874 125611 0 0 0 125611 0 113599 113599 274275 0 0 0 0 0 0 0 274275 144740 59322 70213 DAVID L SQUIER X GLOBAL GIVING 1110 VERMONT AVE NW STE 550 WASHINGTON DC 20005 NONE PC GENERAL CHARITABLE PURPOSES 2500 GIVE ME AN ANSWER PO BOX 1692 NEW CANAAN CT 06840 NONE PC GENERAL CHARITABLE PURPOSES 2500 NEW CANAAN YMCA 564 SOUTH AVE NEW CANAAN CT 06840 NONE PC GENERAL CHARITABLE PURPOSES 21500 LITTLE SISTERS FUND PO BOX 909 HAILEY ID 83333 NONE PC GENERAL CHARITABLE PURPOSES 3500 CROSSING THRESHOLDS 168 A IRVING AVE STE 300-K PORT CHESTER NY 10573 NONE PC GENERAL CHARITABLE PURPOSES 49500 BRIDGEPORT RESCUE MISSION 1088 FAIRFIELD AVE BRIDGEPORT CT 06605 NONE PC GENERAL CHARITABLE PURPOSES 2500 HARLEM LACROSSE 8 W 126TH ST NEW YORK NY 10027 NONE PC GENERAL CHARITABLE PURPOSES 2500 WOOD RIVER VALLEY YMCA 101 SADDLE RD KETCHUM ID 83340 NONE PC GENERAL CHARITABLE PURPOSES 11000 JUNTOS Y UNIDOS POR PUERTO RICO 252 PONCE DE LEON AVE STE 1802 SAN JUAN PR 00917 NONE PC GENERAL CHARITABLE PURPOSES 2500 GOSPEL FOR ASIA 1116 ST THOMAS WAY WILLS POINT TX 75169 NONE PC GENERAL CHARITABLE PURPOSES 2500 CANCER SOCIETY 555 11TH ST NW STE 300 WASHINGTON DC 20004 NONE PC GENERAL CHARITABLE PURPOSES 7500 PURA VIDA 72 OLD RIDGEFIELD RD WILTON CT 06897 NONE PC GENERAL CHARITABLE PURPOSES 1000 WAVENY CARE NETWORK 3 FARM RD NEW CANAAN CT 06840 NONE PC GENERAL CHARITABLE PURPOSES 2500 SHEPERDS 299 WASHINGTON AVENUE BRIDGEPORT CT 06604 NONE PC GENERAL CHARITABLE PURPOSES 12000 WOOD RIVER TRUST 119 E BULLION ST HAILEY ID 83333 NONE PC GENERAL CHARITABLE PURPOSES 1500 HACKERS FOR HOPE PO BOX 545 NEW CANAAN CT 06840 NONE PC GENERAL CHARITABLE PURPOSES 500 PARTNERSHIP K-1 - CHARITABLE CONTRIBUTIONS 1001 PENNSYLVANIA AVE NW STE 220 S WASHINGTON DC 20004 NONE PC GENERAL CHARITABLE PURPOSES 111 125611 0 14 242 14 55104 01 71177 18 349603 0 476126 0 476126 0 0 0 0 0 0 0 0 0 0 J.P. MORGAN ACCT. 716788 1168593 CARLYLE GROUP PRIVATE INVESTMENT AT COST 2869828 3818588 DIVIDENDS RECEIVABLE 3 0 0 CARLYLE K-1 - ROYALTY INCOME DEDUCTIONS 1100 1100 0 0 CARLYLE K-1 - SECTION 59(E)(2) EXPENDITURES 38619 38619 0 0 CARLYLE K-1 - EXCESS BUSINESS INTEREST EXPENSE 7 7 0 0 CARLYLE K-1 - OTHER DEDUCTIONS 9549 9549 0 0 CARLYLE K-1 - NONDEDUCTIBLE EXPENSES 27969 0 0 0 JPM ACCOUNT 03363 MANAGEMENT FEES 60 60 0 0 CARLYLE K-1 - ORD BUSINESS INCOME 8391 8391 0 CARLYLE K-1 - NET RENTAL INCOME -2199 -2199 0 CARLYLE K-1 - OTHER NET RENTAL INCOME -6614 -6614 0 CARLYLE K-1 - ROYALTIES 1271 1271 0 CARLYLE K-1 - SECTION 1231 GAIN 14455 14455 0 CARLYLE K-1 - OTHER INCOME 55873 55873 0 PRIOR PERIOD ADJUSTMENT 80735 ACCOUNTING 10000 10000 0 0 FEDERAL TAX PAID 15000 0 0 0 CARLYLE K-1 - FOREIGN TAX PAID 364 364 0 0