2026-05-15T11:23:37-07:00 2025-12-31 133923827 Moskowitz & Associates CPA's PC 15 Thoroughbred Drive Saratoga Springs NY 12866 990PF 2025-01-01 200703467 SBW FOUNDATION SBWF 8603460902 C/O CHRISTINA WASCH-190 COLEMAN RD MIDDLETOWN CT 06457 CHRISTINA B WASCH OFFICER 8603460902 2026-05-15 true STEVEN MOSKOWITZ CPA P00166473 9149545231 2026-05-15 2025 2025-03-06 01:10:19Z X 1512055 X X 17350 17350 172664 241156 172664 205 0 0 190014 190014 205 1500 1500 4750 4750 3738 3738 3000 0 11479 5740 5739 571 286 285 25038 16014 6024 94070 94070 119108 16014 100094 70906 174000 205 24707 116643 116643 0 0 458194 486224 1394644 0 0 0 0 768 768 482901 603635 1512055 0 0 0 0 0 X 482901 603635 482901 603635 482901 603635 482901 70906 49828 603635 603635 CHARLES SCHWAB SECURITIES TRANSACTIONS P 2024-06-30 2025-07-01 231152 0 58706 172446 0 0 0 172446 US TREASURY BILL MATURED P 2024-11-14 2025-05-06 9991 0 9786 205 0 0 0 205 CLASS ACTION LAWSUIT P 2024-06-30 2025-07-01 13 0 0 13 0 0 0 13 172664 205 2419 0 2419 0 2419 1994 5000 6994 -6994 X 0 4575 4575 false false false false false false false true true CT true false false false false true N/A CHRISTINA WASCH 8603461570 190 COLEMAN ROAD MIDDLETOWN CT 065475065 false false false false false false false false false false false false false false false false false false false false CHRISTINA WASCH 190 COLEMAN ROAD MIDDLETOWN CT 06457 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 1440226 56425 0 1496651 0 1496651 22450 1474201 73710 73710 2419 2419 71291 71291 71291 100094 100094 71291 44496 54822 68582 62448 81807 312155 100094 0 100094 71291 71291 340958 0 0 0 0 0 340958 28027 68582 62448 81807 100094 NA NA CHRISTINA WASCH 190 COLEMAN ROAD MIDDLETOWN CT 064575065 8603460902 N/A N/A N/A ASU FOUNDATION 300 E UNIVERSITY DR 2061 TEMPE AZ 85281 PC TO SUPPORT EDUCATIONALPROGRAMS 1000 ART FARM 119 HIGHLAND AVE MIDDLETOWN CT 06457 PC TO SUPPORTTHEATER PROGRAM 500 CHURCH OF THE HOLY TRINITY 381 MAIN STREET MIDDLETOWN CT 06457 PC FURTHER PURPOSE OF RELIGIOUS INSTITUTION 40050 COMMUNITY FOUNDATION OF MIDDLESEX COUNTY 49 MAIN STREET MIDDLETOWN CT 06457 PC TO SUPPORT SOCIAL ANDENVIRONMENTAL JUSTICE 1000 CENTRAL CONNECTICUT ROWING INC JOHN K SMITH BOATHOUSE HARBOR DRIVE MIDDLETOWN CT 06457 PC TO PROMOTEROWING IN THE COMMUNITY 5500 CT PUBLIC BROADCASTING NETWORK 1049 ASYLUM AVENUE HARTFORD CT 06105 PC FURTHER PURPOSE OF PUBLIC BROADCASTING 1000 CT RIVER CONSERVANCY 15 BANK ROW GREENFIELD MA 01301 PC TO PRESERVE THECT RIVER AND ITS TRIBUTARIES 3500 HOPEWELL FUND 1828 L ST NW SUITE 300 D WASHINGTON DC 20036 PC TO PROVIDE SUPPORT FOR SOCIALCHANGE 20 IVY 1879 FOUNDATION 121 LAUREL HILL ROAD MOUNTAIN LAKES NJ 07046 PC TO PRESERVE AN HISTORICAL MANSION 5000 FOCUSING PHILANTHROPY 1637 16TH ST 3801 SANTA MONICA CA 90404 PC TO SUPPORT THEKRISTOF IMPACT INITIATIVE 1000 HUMANITY NOW 2009 MONTROSE LANE WILMINGTON NC 28405 PC TO FUND RELIEFPROGRAMS FOR REFUGEES 2000 THE HUN SCHOOL OF PRINCETON 176 EDGERSTOUNE ROAD PRINCETON NJ 08540 PC TO FUND ACADEMICPROGRAMS 5000 THE LUTHERAN COMMUNITY SERVICES NORTHWEST 4040 S 188TH STREET SUITE 300 SEATTLE WA 98188 PC TO SUPPORTCOMMUNITY OUTREACH SERVICES 2500 MIDDLESEX MEMORIAL HOSPITAL 28 CRESCENT STREET MIDDLETOWN CT 06457 PC FURTHER PURPOSE OF MEDICINE 1500 MIDDLETOWN GARDEN CLUB 27 WASHINGTON STREET MIDDLETOWN CT 06457 PC TO PROMOTE THE KOWLEDGE OFHORTICULTURE ANDRELATED ACTIVITIES 1000 MIT ALUMNI ASSOCIATION 600 MEMORIAL SRIVE W98 CAMBRIDGE MA 02139 PC TO SUPPORTACADEMIC PROGRAMS 50 NATURE CONSERVANCY 4245 NORTH FAIRFAX DRIVE SUITE 100 ARLINGTON VA 22203 PC TO SUPPORT THE CONSERVATIONINITIATIVES 500 MOSES WEITZMAN HEALTH SYSTEM INC 19 GRAND STREET MIDDLETOWN CT 06457 PC TO SUPPORT HEALTHCARE PROGRAMS 500 NORTHWEST IMMIGRANT RIGHTS PROJECT 615 2ND AVE STE 400 SEATTLE WA 98104 PC TO SUPPORT THE RIGHTS OF IMMIGRANTS 3000 HAMPSHIRE COLLEGE 893 WEST ST AMHERST MA 01002 PC TO SUPPORT EDUCATIONALPROGRAMS 1000 JONAH CENTER PO BOX 854 MIDDLETOWN CT 06457 PC FURTHER PURPOSE OF RESTORING & PRESERVING ECOLOGY 2500 MIDDLESEX LAND TRUST 27 WASHINGTON STREET MIDDLETOWN CT 06457 PC FURTHER PURPOSE OF RESTORING & PRESERVING ECOLOGY 300 TREEHOUSE FOR KIDS 2100 24TH AVENUE S SUITE 200 SEATTLE WA 98144 PC TO FUND PROGRAMSFOR YOUTH IN FOSTER CARE 1000 PHILLIPS EXETER ACADEMY 20 MAIN STREET EXETER NH 03833 PC TO FUND STUDENTFINANCIAL AID PROGRAMS 1000 PLANNED PARENTHOOD FEDERATION OF AMERICA INC PO BOX 97166 WASHINGTON DC 20090 PC TO SUPPORT NON PROFITHEALTH CENTERS 2000 ST VINCENT DE PAUL 617 MAIN STREET PO BOX 398 MIDDLETOWN CT 06457 PC TO SUPPORT PROGRAMS DELIVERINGFOOD TO THOSE IN NEED 1500 TRANSITIONAL RESOURCES 2970 SW AVALON WAY SEATTLE WA 98126 PC TO SUPPORT MENTALHEALTH PROGRAMS 1500 WHITE CENTER FOOD BANK 10829 8TH AVE SW SEATTLE WA 98146 PC TO SUPPORT HUNGERRELIEF PROGRAMS 2500 WESLEYAN UNIVERSITY 45 WYLLYS AVE MIDDLETOWN CT 06459 PC TO FUND FOODEDUCATIONAL PROGRAMS 3000 VISION TO LEARN 12100 WILSHIRE BOULEVARD STE 1275 LOS ANGELES CA 90025 PC TO SUPPORT PROGRAMS PROVIDINGFREE EYE CARE TO COMMUNITIES 650 YALE UNIVERSITY 38 HILLHOUSE AVENUE NEW HAVEN CT 06520 PC TO SUPPORTEDUCATIONAL PROGRAMS 2500 94070 14 17350 18 172664 FROM PASS THRU ENTITY 14 190014 190014 false false false false false false false false false false MOSKOWITZ & ASSOCIATES CPAS TAX & ACCOUNTING 4750 4750 CHARLES SCHWAB SECURITIES TRANSACTIONS Purchased 2025-07 231152 58706 172446 US TREASURY BILLS MATURED 2024-11 Purchased 2025-05 9991 9786 205 CLASS ACTION LAWSUIT 2024-06 Purchased 2025-07 13 0 13 PORTFOLIO INVESTMENTS 486224 1394644 CROW CUSHING LEGAL ADVISORY 1500 1500 MISCELLANEOUS RECEIVABLE 0 768 768 BANK FEES 260 130 130 OFFICE EXPENSE 311 156 155 CHANGE IN UNREALIZED GAIN/(LOSS) 49828 BECK MACK & OLIVER LLC INV ADVISORY FEES 3738 3738 FEDERAL TAXES 3000