2025-11-14T15:39:29-06:00 2024-12-31 060312590 Cummings & Lockwood LLC PO Box 120 Stamford CT 069040120 990PF 2024-01-01 273418504 The Harold W McGraw Jr Family Foundation Inc c/o Cummings & Lockwood MCGR 2033514308 Six Landmark Square HST III Stamford CT 06901 Howard S Tuthill III Asst. Treasurer/Asst. Secretary 2033514417 2025-11-14 1 0 Catherine Lee Schettini P01963499 2033271700 2024 2025-03-06 01:10:19Z X 133915062 X X 1736276 1736276 957777 14215748 957777 2694053 2694053 0 0 0 45161 15052 30109 665737 480501 185236 84427 36622 0 24396 4012 0 819721 536187 215345 7202074 7202074 8021795 536187 7417419 -5327742 2157866 2569991 3228483 3228483 1446252 314625 314660 35426362 36631968 118286981 4483452 5065633 5023941 5936028 5746146 7060997 49862085 50986855 133915062 0 0 X 0 0 0 0 49862085 50986855 49862085 50986855 49862085 50986855 49862085 -5327742 6801320 51335663 348808 50986855 Short Term Gains/Losses P 1704571 1582043 122528 122528 Long Term Gains/Losses P 12445985 11611708 834277 834277 Return of Capital P 64220 64220 0 0 Capital Gains Dividends P 972 972 972 957777 29994 0 29994 0 29994 39780 0 0 0 39780 0 9786 9786 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 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 Howard S Tuthill III c/o Cummings Lockwood PO Box 120 Stamford CT 069040120 Asst Secretary/Asst Treasury 1.00 0 0 0 NONE 0 UBS 1285 6th Avenue New York NY 10019 Investment advisory services 480501 Gabriele Group Inc 550 Summit Avenue Oradell NJ 07649 Philanthropic advisory services 110645 GSG Advisory Services LLC 18 Whippoorwill Lake Road Chappaqua NY 10514 Philanthropic advisory services 74591 0 0 129396411 2378195 0 131774606 0 0 131774606 1976619 129797987 6489899 6489899 29994 29994 6459905 0 6459905 0 6459905 7417419 0 7417419 6459905 3904698 0 0 7417419 3904698 0 0 3512721 0 0 0 0 0 0 0 0 2947184 0 0 0 X Carnegie Hall Corp 881 7th Ave New York NY 10019 None Public Current Use for General Charitable Purposes 404436 Carver Foundation of Norwalk Inc 7 Academy Street Norwalk CT 06850 None Public Current Use for General Charitable Purposes 454925 Family Centers Inc 40 Arch Street Greenwich CT 06830 None Public Current Use for General Charitable Purposes 581410 Filling in the Blanks Inc 346 Main Ave Suite 3A Norwalk CT 06851 None Public Current Use for General Charitable Purposes 177466 Hartley House Inc 900 N Main Street Clovis NM 88101 None Public Current Use for General Charitable Purposes 50489 Juilliard School 60 Lincoln Center Plaza New York NY 10023 None Public Current Use for General Charitable Purposes 37477 New York Public Radio 160 Varick Street 9th Floor New York NY 10013 None Public Current Use for General Charitable Purposes 227463 Norwalk Hospital Association and Norwalk Hospital Foundation Inc 34 Maple Street Norwalk CT 06856 None Public Current Use for General Charitable Purposes 2007077 Trustees of the University of Pennsylvania 3451 Walnut St Ste 305 Philadelphia PA 19104 None Public Current Use for General Charitable Purposes 3261331 7202074 0 14 1736276 18 957777 0 2694053 0 2694053 0 0 0 0 0 0 0 0 0 0 UBS Account No. 2942 (Blackrock Large Cap) 151491 151500 UBS Account No. 4765 (Pimco Total Return) 4784630 4744123 UBS Account No. 4766 (Reinhart Int'l Fixed Income) 52611 50973 UBS Account No. 4767 (Blackrock Short Duration) 76901 77345 UBS Account No. 1360 (Business Services) 18348 72154 UBS Account No. 1360 (Business Services) 5467388 70450826 UBS Account No. 1987 (PMP Large Growth) 4411767 11806574 UBS Account No. 2942 (Blackrock Large Cap) 5078051 5774273 UBS Account No. 46662 (Madison Mid) 3804321 6731624 UBS Account No. 46663 (MFS LCV) 6407474 8805444 UBS Account No. 46664 (Delaware International) 4603619 4914990 UBS Account No. 4763 (Kayne Small Value) 3919801 6507008 UBS Account No. 4764 (Neuberger Berman Int'l) 2921199 3224088 314625 314660 0 0 Bridge Workforce & Affordable Hsg II-R AT COST 2909696 2824188 Bridge Workforce & Affordable Hsg R2 AT COST 1163148 2240711 Pretium Residential AT COST 902611 1047884 Trumbull Property Grwth & Inc LP AT COST 770691 948214 Cummings & Lockwood,LLC 45161 15052 30109 Adjustment to balance 348808 Bridge Workforce & Affordable Hsg Fd 3275 3275 0 Bridge Workforce & Affordable Hsg Fd-non dedct. exp. 737 737 0 ADR Fees 20384 0 0 FMV vs. book value of grants of S&P Global stock 6098728 Partnership income received from Bridge Workforce Fund II-R 35962 Partnership income received from Bridge Workforce Fund R2 607365 Partnership income received from Pretium Residential Credit Fdr Fd 43260 Partnership income received from Trumbull 16005 UBS fees 480501 480501 0 GSG Advisory Services 74591 0 74591 Gabriele Group Inc. 110645 0 110645 Foreign tax withheld 36622 36622 0 2024 estimated tax 37168 0 0 2023 balance due 10637 0 0