2025-11-05T09:27:15-06:00 2024-12-31 060312590 Cummings & Lockwood LLC PO Box 120 Stamford CT 069040120 990PF 2024-01-01 823557736 Harold W McGraw III Foundation Inc HARO 2033514308 Cummings Lockwood Six Landmark Sq Stamford CT 06901 Howard S Tuthill III Asst. Treasurer/Asst. Secretary 2033514417 2025-11-05 1 0 Catherine Lee Schettini P01963499 2033271700 2024 2025-03-06 01:10:19Z X 38054587 X X 360288 360288 4493 1685404 4493 364781 364781 0 0 0 33328 22219 11109 164144 109429 54715 2233 2233 0 3324 3324 0 203029 137205 65824 2688978 2688978 2892007 137205 2754802 -2527226 227576 398299 392383 392383 14399854 13719314 34941480 863797 775811 785238 1585074 1691649 1935486 17247024 16579157 38054587 0 0 X 0 0 0 0 17247024 16579157 17247024 16579157 17247024 16579157 17247024 -2527226 1859359 16579157 0 16579157 Publicly traded securities P 258383 257078 1305 1305 Publicly traded securities P 1417631 1414443 3188 3188 Return of Capital P 9390 9390 0 0 4493 3163 0 3163 0 3163 7683 0 0 0 7683 0 4520 4520 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 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Harold W McGraw III c/o Cummings Lockwood PO Box 120 Stamford CT 069040120 President, Treasurer 0.25 0 0 0 Nancy G McGraw c/o Cummings Lockwood PO Box 120 Stamford CT 069040120 Vice President, Secretary 0.25 0 0 0 Howard S Tuthill III c/o Cummings Lockwood PO Box 120 Stamford CT 069040120 Asst. Treasurer, Asst. Sec 1.00 0 0 0 NONE 0 GSG Advisory Services LLC 18 Whippoorwill Lake Road Chappaqua NY 10514 Philanthropic advisory services 74635 UBS 1285 6th Avenue New York NY 10019 Investment advisory services 53873 0 0 37873302 349831 0 38223133 0 0 38223133 573347 37649786 1882489 1882489 3163 3163 1879326 0 1879326 0 1879326 2754802 0 2754802 1879326 0 0 221021 221021 2754802 0 0 0 1879326 875476 0 0 1096497 0 0 0 0 0 0 0 1096497 221021 875476 Harold W McGraw III X Boys & Girls Club of Greenwich Inc 4 Horseneck Lane Greenwich CT 06830 None Public Current Use for General Charitable Purposes 174889 Canine Companions for Independence 2965 Dutton Avenue Santa Rosa CA 95407 None Public Current Use for General Charitable Purposes 497484 Carnegie Hall Corp 881 7th Avenue New York NY 10019 None Public Current Use for General Charitable Purposes 50261 Family Centers Inc 40 Arch Street Greenwich CT 06830 None Public Current Use for General Charitable Purposes 348752 Friends of Forman Christian College Inc 3434 Roswell Rd NW Atlanta GA 30305 None Public Current Use for General Charitable Purposes 1492452 Upstream Education Inc c/o Henry Waters and Associates Inc Table Mesa CO 80305 None Public Current Use for General Charitable Purposes 125140 2688978 0 14 360288 18 4493 0 364781 0 364781 0 0 0 0 0 0 0 0 0 0 UBS Account No. 4605 (Pimco) 775811 785238 UBS Account No. x4016 (BSA) 10018099 29586468 UBS Account No. x4603 (Kayne Anderson) 370521 556419 UBS Account No. x4604 (Lazard International) 473992 537787 UBS Account No. 4602 (MFS LCV) 1401953 1768689 UBS Account No. 4601 (PMP LCG) 1067892 1888550 UBS Account No. 7635 (Madison) 386857 603567 Bridge Workforce and Affordable Housing Fund II-R, LP AT COST 770691 887602 Pretium Resdl Cr Fdr fd AT COST 920958 1047884 Cummings & Lockwood LLC 33328 22219 11109 Adr fees 721 721 0 Bridge Workforce & Affordable Hsg LP 2603 2603 0 FMV vs. book value of grants of S&P Global stock 1804768 Adjustment to Balance 29 Partnership distribution received from Bridge Workforce 11302 Partnership distribution received from Pretium Residental 43260 Gabriele Group 35735 23823 11912 GSG Advisory Services 74536 49691 24845 UBS fees 53873 35915 17958 Foreign tax withheld 2233 2233 0