SUZANNE MCGRAW FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SUZANNE MCGRAW FOUNDATION INC (EIN 82-3602412)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-14
- IRS object ID
- 202533189349102388
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Applied To Prior Year Election
- Distribution From Corpus Election
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-14T11:36:53-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 060312590 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Cummings & Lockwood LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 120 | AddressLine1Txt |
| City | Stamford | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 069040120 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 823602412 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Suzanne McGraw Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SUZA | BusinessNameControlTxt |
| Phone | 2033514308 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Howard S Tuthill III 6 Landmark S | AddressLine1Txt |
| City | Stamford | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06901 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Howard S Tuthill III | PersonNm |
| Person Title | Asst. Treasurer/Asst. Secretary | PersonTitleTxt |
| Phone | 2033514417 | PhoneNum |
| Signature | 2025-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Catherine Lee Schettini | PreparerPersonNm |
| PTIN | P01963499 | PTIN |
| Phone | 2033271700 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $59,977,748 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $6,000,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $780,910 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $780,910 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $127,243 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,941,519 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $127,243 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $6,908,153 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $908,153 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $51,640 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $34,427 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $17,213 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $499,182 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $105,898 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $393,284 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $14,142 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,579 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $13,368 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $13,368 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $578,332 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $157,272 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $410,497 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,857,554 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,857,554 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,435,886 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $157,272 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,268,051 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,472,267 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $750,881 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,798,285 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,223,569 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,223,569 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $100,558 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $17,141,056 | CorporateStockBOYAmt |
| Corporate Stock EOY | $18,005,491 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $41,239,318 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,649,825 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $8,565,225 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $8,809,886 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $5,315,405 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,339,690 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,704,975 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $30,005,129 | TotalAssetsBOYAmt |
| Total Assets EOY | $35,133,975 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $59,977,748 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $30,005,129 | RetainedEarningBOYAmt |
| Retained Earning EOY | $35,133,975 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $30,005,129 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $35,133,975 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $30,005,129 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $35,133,975 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $30,005,129 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,472,267 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,286,039 | OtherIncreasesAmt |
| Subtotal | $35,763,435 | SubtotalAmt |
| Other Decreases | $629,460 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $35,133,975 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| Publicly traded securities (gains) | $1,798,020 | $1,674,593 | $123,427 | $123,427 |
| Publicly traded securities (gains) | $1,123,754 | $1,119,938 | $3,816 | $3,816 |
| Return of Capital | $19,745 | $19,745 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $127,243 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,437 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,437 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,437 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $18,959 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $18,959 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $8,522 | OverpaymentAmt |
| Applied To ES Tax | $8,522 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | Howard S Tuthill III Esq | IndividualWithBooksNm |
| Phone | 2033514308 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Cummings Lockwood PO Box 120 | AddressLine1Txt |
| City | Stamford | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 069040120 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Howard S Tuthill III | ||||||||
| c/o Cummings Lockwood PO Box 120 | Stamford | CT | 069040120 | President & Treasurer | 1.25 | $0 | $0 | $0 |
| Eileen Gabriele | ||||||||
| c/o Cummings Lockwood PO Box 120 | Stamford | CT | 069040120 | Secretary & Vice President | 1.25 | $0 | $0 | $0 |
| John Carberry | ||||||||
| c/o Cummings Lockwood PO Box 120 | Stamford | CT | 069040120 | Vice President | 1.25 | $0 | $0 | $0 |
| Glenn S Goldberg | ||||||||
| c/o Cummings Lockwood PO Box 120 | Stamford | CT | 069040120 | Vice President | 1.25 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Gabriele Group Inc | |||||
| 550 Summit Avenue | Oradell | NJ | 07649 | Philanthropic advisory services | $227,892 |
| GSG Advisory Services LLC | |||||
| 18 Whippoorwill Lake Road | Chappaqua | NY | 10514 | Philanthropic advisory services | $125,236 |
| UBS | |||||
| 1285 6th Avenue | New York | NY | 10019 | Investment advisory services | $105,898 |
| Cummings & Lockwood LLC | |||||
| 75 Isham Road Ste 400 | West Hartford | CT | 06107 | Philanthropic advisory and legal services | $51,640 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $54,752,347 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,581,896 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $58,334,243 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $58,334,243 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $875,014 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $57,459,229 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,872,961 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,872,961 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,437 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,437 | TotalTaxAmt |
| Distributable Before Adj | $2,862,524 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,862,524 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,862,524 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,268,051 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,268,051 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,862,524 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $2,837,034 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,837,034 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,268,051 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $3,268,051 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $2,837,034 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $2,837,034 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,268,051 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $25,490 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,268,051 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $3,268,051 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Abilis | ||||||
| 50 Glenville St | Greenwich | CT | 06831 | Public | Current Use for General Charitable Purposes | $40,000 |
| Darien Public Library | ||||||
| 1441 Post Road | Darien | CT | 06820 | Public | Current Use for General Charitable Purposes | $100,037 |
| Family Centers Inc | ||||||
| 40 Arch Street | Greenwich | CT | 06830 | Public | Current Use for General Charitable Purposes | $425,158 |
| Hartley House | ||||||
| 900 N Main Street | Clovis | NM | 88101 | Public | Current Use for General Charitable Purposes | $50,019 |
| International Fund for Animal Welfare Inc | ||||||
| 290 Summer Street | Yarmouth Port | MA | 02675 | Public | Current Use for General Charitable Purposes | $5,551 |
| Jewish Community Center of Stamford | ||||||
| 1035 Newfield Avenue | Stamford | CT | 06905 | Public | Current Use for General Charitable Purposes | $702,544 |
| Mill River Collaborative | ||||||
| 1010 Washington Boulevard Suite 1 | Stamford | CT | 06901 | Public | Current Use for General Charitable Purposes | $199,808 |
| Noroton Presbyterian Church | ||||||
| 2011 Post Road | Darien | CT | 06820 | Public | Current Use for General Charitable Purposes | $100,037 |
| Odyssey Family Executive Center of South Norwalk Inc | ||||||
| 11 Ingalls Avenue | Norwalk | CT | 06854 | Public | Current Use for General Charitable Purposes | $50,000 |
| Open Doors | ||||||
| 4 Merritt Street | Norwalk | CT | 06854 | Public | Current Use for General Charitable Purposes | $50,019 |
| Star Foundation Inc | ||||||
| 182 Wolfpit Ave | Norwalk | CT | 06851 | Public | Current Use for General Charitable Purposes | $100,556 |
| Star Inc Lighting The Way | ||||||
| 182 Wolfpit Ave | Norwalk | CT | 06851 | Public | Current Use for General Charitable Purposes | $5,122 |
| The Maritime Aquarium of Norwalk Inc | ||||||
| 10 North Water Street | Norwalk | CT | 06854 | Public | Current Use for General Charitable Purposes | $50,019 |
| University of Pennsylvania | ||||||
| 3451 Walnut Street Ste 305 | Philadelphia | PA | 19104 | Public | Current Use for General Charitable Purposes | $903,656 |
| Upstream Education | ||||||
| Henry Waters and Associates Inc | Table Mesa | CO | 80305 | Public | Current Use for General Charitable Purposes | $75,028 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,857,554 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $780,910 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 180000 | BusinessCd |
| Unrelated Business Taxbl Incm | $127,243 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $127,243 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $780,910 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $908,153 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | See statement attached | ElectionDesc |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | Foundations with excess qualifying distributions can carry them over for five years. A foundation may elect to apply qualifying distributions to current or prior year undistributed income first, or treat them as corpus distributions to manage the timing and expiration of these carryovers. | ElectionDesc |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| UBS Account No. x4452 (PMP LCG) | $51,067 | $64,862 |
| UBS Account No. x4458 (Reinhart) | $2,664,105 | $2,686,469 |
| UBS Account No. x22345 | $2,334,300 | $2,402,952 |
| UBS Account No. x22346 | $561,131 | $647,035 |
| UBS Account No. x26849 | $2,954,622 | $3,008,568 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| UBS Account No. x4034 (Main) | $12,679,832 | $34,617,567 |
| UBS Account No. x4455 (Kayne Anderson) | $574,363 | $774,494 |
| UBS Account No. x4454 (Lazard International) | $933,497 | $998,579 |
| UBS Account No. x4453 (MFS LCV) | $2,054,480 | $2,450,235 |
| UBS Account No. x4452 (PMP LCG) | $1,763,319 | $2,398,443 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Bridge Workforce & Affordable Hsg Fd | AT COST | $999,712 | $1,960,621 |
| FS Credit Real Estate Income Trust | AT COST | $1,893,904 | $1,874,278 |
| Pretium Resdl Cr Fdr Fd | AT COST | $762,614 | $1,047,884 |
| NFP Continuation Partners | AT COST | $433,460 | $505,585 |
| Blue Owl Technology | AT COST | $500,000 | $514,778 |
| Blue Owl Real Estate | AT COST | $1,000,000 | $1,004,605 |
| Ares Private Markets | AT COST | $750,000 | $797,224 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Cummings & Lockwood | CategoryTxt |
| Legal Fees | $51,640 | LegalFeesAmt |
| Net Investment Income | $34,427 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $17,213 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Adjustment to Balance | Desc |
| Amt | $629,460 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Adr fees | $1,270 | $1,270 | $0 |
| Bridge Workforce & Affordable Hsg LP | $7,112 | $7,112 | $0 |
| NFP Continuation Partners Parallel LP | $4,986 | $4,986 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (4 entries)
| DescDesc | AmtAmt |
|---|---|
| FMV vs. Book value of S&P Global stock grants | $1,666,420 |
| Partnership income received from Bridge Workforce | $531,444 |
| Partnership income received from NFP Continuation | $44,915 |
| Partnership income received from Pretium Residential | $43,260 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| GSG Advisory Services | $125,236 | $0 | $125,236 |
| Gabriele Group | $227,892 | $0 | $227,892 |
| UBS | $105,898 | $105,898 | $0 |
| Jane Faherty | $36,250 | $0 | $36,250 |
| Patty Coyle | $3,906 | $0 | $3,906 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Foreign tax withheld | $3,579 | $3,579 | $0 |
| 2024 Tax paid | $10,563 | $0 | $0 |
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