2026-05-15T16:04:20-05:00 2025-06-30 410746749 CLIFTONLARSONALLEN 29 SOUTH MAIN STREET 4TH FLOOR WEST HARTFORD CT 06107 990PF 2024-07-01 061487230 THE ROBERT & MARGARET PATRICELLI FAMILY FOUNDATION ROBE 8606783401 77 HARTFORD ROAD SIMSBURY CT 06070 ROBERT E PATRICELLI CHAIRMAN 8606783401 2026-05-15 1 0 ALEXANDRA SPIELVOGEL P02040631 8605614000 2026-05-14 2024 2025-03-06 01:10:19Z X 6592011 X 401550 27 27 104607 104607 287497 995488 287497 793681 392131 0 0 0 9529 5000 0 67193 31193 0 5798 0 0 1688 0 1688 84208 36193 1688 1199655 1199405 1283863 36193 1201093 -490182 355938 429671 105413 105413 64733 72257 72257 3550939 2975385 4818295 582502 730409 710452 570837 534975 885594 5198682 4418439 6592011 0 0 X 5198682 4418439 0 0 0 0 5198682 4418439 5198682 4418439 5198682 -490182 22229 4730729 312290 4418439 PUBLICLY TRADED SECURITIES 995488 707991 287497 287497 287497 4948 0 4948 0 4948 4333 0 6000 0 10333 7 5378 5378 0 0 0 0 0 0 0 0 0 0 0 1 1 CT 1 0 0 0 0 1 N/A ROBERT E PATRICELLI 8606783401 77 HARTFORD ROAD SIMSBURY CT 06070 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 MARGARET S PATRICELLI 77 HARTFORD ROAD SIMSBURY CT 06070 PRESIDENT 6.00 0 0 0 ROBERT E PATRICELLI 77 HARTFORD ROAD SIMSBURY CT 06070 CHAIRMAN 3.00 0 0 0 DONNA COLLINS 2 BASSWOOD COURT ROCKY HILL CT 06067 DIRECTOR 0.50 0 0 0 NONE 0 NONE 0 0 5599021 459539 903594 6962154 0 0 6962154 104432 6857722 342886 342886 4948 4948 337938 0 337938 0 337938 1201093 0 1201093 337938 0 0 232103 357797 5976904 204325 56181 6827310 1201093 0 0 0 337938 863155 0 0 7690465 0 0 0 0 0 0 232103 7458362 357797 5976904 204325 56181 863155 ROBERT E PATRICELLI ROBERT E PATRICELLI 77 HARTFORD ROAD SIMSBURY CT 06076 8605082138 MUST PROVIDE PROOF OF 501(C)(3) PUBLIC CHARITY STATUS. NONE GRANTS ARE LIMITED TO 501(C)(3) PUBLIC CHARITIES. AMERICAN INDIAN COLLEGE FUND 8333 GREENWOOD BLVD DENVER CO 80221 PC TO SUPPORT HIGHER EDUCATION 250 ANIMAL ADOPTION CENTER INC PO BOX 8532 JACKSON WY 83002 PC TO SUPPORT SOCIAL SERVICES 7500 BIG BROTHERS & BIG SISTERS OF CONNECTICUT INC 30 LAUREL STREET HARTFORD CT 06103 PC TO SUPPORT SOCIAL SERVICES 2500 THE BUSHNELL 166 CAPITOL AVE HARTFORD CT 06106 PC TO SUPPORT THE ARTS 25000 COMMUNITY FIRST SCHOOL 50 LOVE LANE HARTFORD CT 06112 PC TO SUPPORT ELEMENTARY & SECONDARY EDUCATION 2000 CONNECTICUT FORUM 750 MAIN ST HARTFORD CT 06103 PC TO SUPPORT PUBLIC POLICY 2000 CONNECTICUT NEWS PROJECT INC (CT MIRROR) 1049 ASYLUM AVENUE HARTFORD CT 06105 PC TO SUPPORT PUBLIC POLICY 25000 CT PUBLIC BROADCASTING 1049 ASYLUM AVE HARTFORD CT 06105 PC TO SUPPORT PUBLIC POLICY 25000 CONNECTICUT SCIENCE CENTER 250 COLUMBUS BLVD HARTFORD CT 06103 PC TO SUPPORT THE ARTS & PUBLIC POLICY 1000 EDUCATION FOR ALL CHILDREN 311 11TH ST AMBRIDGE PA 15003 PC TO SUPPORT HIGHER EDUCATION 2200 FLORENCE GRISWOLD MUSEUM 96 LYME ST OLD LYME CT 06371 PC TO SUPPORT THE ARTS 1000 GOODWIN UNIVERSITY 1 RIVERSIDE DRIVE EAST HARTFORD CT 06118 PC TO SUPPORT HIGHER EDUCATION 10000 GOUCHER COLLEGE 1021 DULANEY VALLEY ROAD BALTIMORE MD 21204 PC TO SUPPORT HIGHER EDUCATION 1250 GOVERNOR'S PREVENTION PARTNERSHIP 361 MAIN ST EAST HARTFORD CT 06118 PC TO SUPPORT HEALTHCARE INITIATIVES 2500 HARTFORD CHAMBER OF COMMERCE 185 ASYLUM STREET HARTFORD CT 06103 PC TO SUPPORT PUBLIC POLICY 50000 HARTFORD HOSPITAL 80 SEYMOUR STREET HARTFORD CT 06102 PC TO SUPPORT HEALTHCARE INITIATIVES 2500 HARTFORD INTERNATIONAL UNIVERSITY FOR RELIGION & PEACE 77 SHERMAN STREET HARTFORD CT 061052260 PC TO SUPPORT HIGHER EDUCATION 102000 HARTFORD PROMISE 750 MAIN ST HARTFORD CT 06103 PC TO SUPPORT ELEMENTARY & SECONDARY EDUCATION 50000 HARTFORD PUBLIC LIBRARY 500 MAIN ST HARTFORD CT 06103 PC TO SUPPORT COMMUNITY DEVELOPMENT 206255 HARTFORD PUBLIC SCHOOLS 280 TRUMBULL STREET HARTFORD CT 06103 PC TO SUPPORT ELEMENTARY & SECONDARY EDUCATION 1000 HARTFORD'S GOT TALENT 349 MAIN STREET EAST HARTFORD CT 06118 PC TO SUPPORT THE ARTS 75000 HARVARD LAW SCHOOL 1585 MASSACHUSETTS AVE CAMBRIDGE MA 02138 PC TO SUPPORT HIGHER EDUCATION 500 HUNDRED CLUB OF CT 119 OAKWOOD DRIVE GLASTONBURY CT 06033 PC TO SUPPORT SOCIAL SERVICES 250 JUNIOR ACHIEVEMENT OF SW NEW ENGLAND 70 FARMINGTON AVE HARTFORD CT 06105 PC TO SUPPORT ELEMENTARY & SECONDARY EDUCATION AND COMMUNITY DEVELOPMENT 7000 LOOMIS CHAFFEE SCHOOL 4 BATCHELDER RD WINDSOR CT 06095 PC TO SUPPORT ELEMENTARY & SECONDARY EDUCATION 2500 MADISON AMBULANCE ASSOCIATION 9 OLD RTE 79 MADISON CT 06443 PC TO SUPPORT HEALTHCARE INITIATIVES 100 MADISON HOSE CO 1 INC 665 BOSTON POST RD MADISON CT 06443 NC TO SUPPORT COMMUNITY DEVELOPMENT 250 MULTIDISCIPLINARY ASSOCIATION FOR PSYCHEDELIC STUDIES (MAPS) 3141 STEVENS CREEK BLVD 40563 SAN JOSE CA 95117 PC TO SUPPORT ELEMENTARY & SECONDARY EDUCATION 20000 MCLEAN GAME REFUGE 75 GREAT POND ROAD SIMSBURY CT 06070 PC TO SUPPORT THE ENVIRONMENT 250 NATIONAL ACADEMY OF MEDICINE 500 FIFTH ST NW WASHINGTON DC 20001 PC TO SUPPORT HEALTHCARE INITIATIVES 500 NEW ENGLAND JEWISH ACADEMY (NEJA) 300 BLOOMFIELD AVE WEST HARTFORD CT 06117 PC TO SUPPORT SOCIAL SERVICES 1000 OCEAN EXPLORATION TRUST 613 WILLIAMS ST NEW LONDON CT 063204130 PC TO SUPPORT THE ENVIRONMENT 25000 PLAYHOUSE ON PARK 244 PARK RD WEST HARTFORD CT 06119 PC TO SUPPORT THE ARTS 1000 REAL ART WAYS 56 ARBOR ST HARTFORD CT 06106 PC TO SUPPORT THE ARTS 2500 REFUGE POINT 89 SOUTH STREET SUITE 802 BOSTON MA 02111 PC TO SUPPORT SOCIAL SERVICES 5000 RESOLVE 1760 OLD MEADOW ROAD SUITE 500 MCLEAN VA 22102 PC TO SUPPORT HEALTHCARE INITIATIVES 1000 SIMSBURY A BETTER CHANCE (ABC) PROGRAM PO BOX 542 SIMSBURY CT 06070 PC TO SUPPORT ELEMENTARY & SECONDARY EDUCATION 500 SIMSBURY FREE LIBRARY 749 HOPMEADOW ST SIMSBURY CT 06070 PC TO SUPPORT COMMUNITY DEVELOPMENT 1000 SIMSBURY HISTORICAL SOCIETY INC 800 HOPMEADOW STREET SIMSBURY CT 06070 PC TO SUPPORT COMMUNITY DEVELOPMENT 500 SIMSBURY MEADOWS PERFORMING ARTS CENTER 22 IRON HORSE BLVD SIMSBURY CT 06070 PC TO SUPPORT THE ARTS 1500 SIMSBURY POLICE UNION PO BOX 543 SIMSBURY CT 06070 PC TO SUPPORT COMMUNITY DEVELOPMENT 100 SIMSBURY VOLUNTEER AMBULANCE ASSOCIATION 4 OLD MILL LANE SIMSBURY CT 06070 PC TO SUPPORT HEALTHCARE INITIATIVES & SOCIAL SERVICE 750 TRINITY ACADEMY 1250 ALBANY AVE HARTFORD CT 06112 PC TO SUPPORT ELEMENTARY & SECONDARY EDUCATION 5000 TUFTS HUMAN NUTRITION RESEARCH CENTER (HNRCA) 711 WASHINGTON STREET BOSTON MA 02111 PC TO SUPPORT THE ARTS & PUBLIC POLICY 5000 WADSWOTH ANTHENUEM 6000 MAIN STREET HARTFORD CT 06103 PC TO SUPPORT THE ARTS 7500 WESLEYAN UNIVERSITY 237 HIGH STREET NORTH COLLEGE MIDDLETOWN CT 06459 PC TO SUPPORT HIGHER EDUCATION 510000 WHITE HOUSE FELLOWS FOUNDATION 1750 PENNSYLVANIA AVENUE NW NO 300 WASHINGTON DC 20006 PC TO SUPPORT PUBLIC POLICY 1000 WORLD AFFAIRS COUNCIL 520 PIKE STREET 2775 SEATTLE WA 98101 PC TO SUPPORT PUBLIC POLICY 6000 1199655 0 14 27 14 104607 18 287497 0 392131 0 392131 1 0 0 0 0 0 0 0 0 1a(1) 250 MADISON HOSE CO 1 INC TAXABLE EXPENDITURE 0 X X 1 ROBERT PATRICELLI 77 HARTFORD ROAD SIMSBURY CT 06076 401550 X X 1 627 SHARES OF VGT 401550 2024-12-16 ACCOUNTING FEES 9529 5000 0 DOUBLELINE TOTAL RETURN BOND 1 306959 293094 GUGGENHEIM LIMITED DURAT 179865 181859 GUGGENHEIM TOTAL RETURN BOND INSTL 243585 235499 SPDR S&P 500 GROWTH ETF 306768 478697 VANGUARD LONG TERM ETF 145624 133509 VANGUARD SHORT TERM ETF 82949 84702 VANGUARD TOTAL STOCK MARKET ETF 1549990 2690692 VANGUARD VALUE ETF 431240 551075 VANGUARD INFORMATION 238874 649351 VANGUARD INTRMDIAT TRM 219940 230269 PRIVATE CREDIT III OFFSHORE, LP AT COST 139576 235661 PRIVATE CREDIT IV OFFSHORE, LP AT COST 195380 246959 PRIVATE EQUITY VI OFFSHORE, LP AT COST 91956 251497 PRIVATE EQUITY VII OFFSHORE, LP AT COST 108063 151477 APPRECIATION OF DONATED SECURITIES 312290 INSURANCE 1688 0 1688 PRIOR PERIOD ADJUSTMENT 22229 CONSULTING 36000 0 0 INVESTMENT MANAGEMENT FEES 31193 31193 0 TAXES 5798 0 0