2024-04-24T11:53:22-05:00 2022-12-31 873707167 CBIZ MARKS PANETH LLC 685 THIRD AVENUE NEW YORK NY 10017 990PF 2022-01-01 135647705 THE SCUDDER ASSOCIATION FOUNDATION INC SCUD 2036554470 989 S MAIN ST STE A-626 COTTONWOOD AZ 86326 RICHARD SCUDDER ACTING TREASURER 6029992707 2024-04-17 1 RICHARD SCUDDER 999009999 0 MAGDALENA CZERNIAWSKI P00535099 2125038800 2024-04-17 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z X X 5028892 X 15295 133 133 110831 110831 237214 403307 237214 363473 348178 47676 0 47676 294 0 294 20830 10415 10415 26569 0 26569 7523 0 250 41334 867 40976 144226 11282 126180 150000 150000 294226 11282 276180 69247 336896 92 68 68 30322 71782 71782 3421319 2639233 2639233 2582977 2317809 2317809 6034710 5028892 5028892 0 0 X 6034710 5028892 6034710 5028892 6034710 5028892 6034710 69247 0 6103957 1075065 5028892 SCHWAB US LARGE CAP ETF: SCHX P 320200 166093 154107 154107 VANGUARD FUNDS P 75845 75845 75845 VANGUARD LIFE STRATEGY P 6462 6462 6462 VANGUARD FUNDS P 800 800 800 237214 4683 0 4683 0 4683 0 0 6500 0 6500 0 1817 1817 0 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 0 0 0 0 1 WWW.SCUDDER.ORG RICHARD SCUDDER ACTING TREASURER 6029992707 989 S MAIN ST STE A-626 COTTONWOOD AZ 86326 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 BETSY STEEL 2 TINYWOOD ROAD DARIEN CT 06820 DIRECTOR 2.00 0 0 0 CHARLES SK SCUDDER 2 TINYWOOD ROAD DARIEN CT 06820 PRESIDENT AND LEGAL 10.00 4500 0 0 CLIVE CONNOR 12 BIRCHWOOD DRIVE EAST HAMPTON CT 06424 DIRECTOR 2.00 0 0 0 CYNTHIA SHERMAN 33 CHRISTIAN AVENUE 119 CONCORD NH 03301 DIRECTOR 2.00 0 0 0 DAVID FISHER 2 TINYWOOD ROAD DARIEN CT 06820 DIRECTOR 2.00 0 0 0 HADLEY STEEL BAZRSKY 2 TINYWOOD ROAD DARIEN CT 06820 RECORDING SECRETARY 2.00 1000 0 0 JACK GILLMAR 2 TINYWOOD ROAD DARIEN CT 06820 DIRECTOR 2.00 0 0 0 JAMES TAYLOR 2 TINYWOOD ROAD DARIEN CT 06820 FIRST VICE PRESIDENT 2.00 0 0 0 JOHN WITNEY SCUDDER 2 TINYWOOD ROAD DARIEN CT 06820 DIRECTOR 2.00 0 0 0 MARGERY BOYDEN 2 TINYWOOD ROAD DARIEN CT 06820 FAMILY HISTORIAN 2.00 4676 0 0 PETER SCUDDER 2 TINYWOOD ROAD DARIEN CT 06820 DIRECTOR 2.00 0 0 0 RICHARD SCUDDER 2 TINYWOOD ROAD DARIEN CT 06820 DIRECTOR 10.00 15000 0 0 RICHARD WILLIAMSON 2 TINYWOOD ROAD DARIEN CT 06820 TREASURER 15.00 11250 0 0 SUSAN SWANSON 2 TINYWOOD ROAD DARIEN CT 06820 DIRECTOR 2.00 0 0 0 WILLIAM SCUDDER 2 TINYWOOD ROAD DARIEN CT 06820 DIRECTOR 2.00 11250 0 0 NONE 0 NONE 0 0 5284145 45435 0 5329580 0 0 5329580 79944 5249636 262482 262482 4683 4683 257799 0 257799 0 257799 276180 0 276180 257799 0 0 7788 7788 276180 0 0 0 257799 18381 0 0 26169 0 0 0 0 0 0 7788 18381 18381 BETSY STEEL 3000 SALZEDO STREET APT 322 CORAL GABLES FL 22143 2157040862 SEE COPY OF "APPLICATION FOR SCHOLARSHIP AID" AT OUR WEBSITE WWW. SCUDDER . ORG APRIL 15TH THE ASSOCIATION IS A PRIVATE FOUNDATION ORGANIZED BY MEMBERS OF THE SCUDDER FAMILY FOR THE FOLLOWING PURPOSES: 1) PROVISION OF FINANCIAL SUPPORT AND ASSISTANCE FOR MEDICAL AND EDUCATIONAL FACILITIES IN INDIA, 2) PROVISION OF FINANCIAL SUPPORT AND ASSISTANCE FOR MEDICAL, RELIGIOUS AND RELATED EDUCATION IN AMERICA, AND 3) GENEALOGICAL RESEARCH AND STUDIES RELATED TO THE SCUDDER NAME. ARNI HIGH SCHOOL TIRUVANNAMALAI TAMIL NADU IN 604001 NC TO FURTHER THE DONEES PURPOSE 6000 ASBURY THEOLOGICAL SEMINARY 204 N LEXINGTON AVE WILMORE KY 40390 PC GRANT TO SCHOOL TO BE USED FOR STUDENTS SCHOLARSHIPS 2000 DUKE UNIVERSITY DIVINITY SCHOOL 407 CHAPEL DR DURHAM NC 27708 PC GRANT TO SCHOOL TO BE USED FOR STUDENTS SCHOLARSHIPS 5500 EAST CONNECTICUT STATE UNIVERSITY 83 WINDHAM ST WILLIMANTIC CT 06226 PC GRANT TO SCHOOL TO BE USED FOR STUDENTS SCHOLARSHIPS 2000 GENERAL THEOLOGICAL SEMINARY 440 W 21ST ST NEW YORK NY 10011 PC GRANT TO SCHOOL TO BE USED FOR STUDENTS SCHOLARSHIPS 2000 GLENDALE COMMUNITY COLLEGE 6000 W OLIVE AVE GLENDALE AZ 85302 PC GRANT TO SCHOOL TO BE USED FOR STUDENTS SCHOLARSHIPS 2000 MERCER UNIVERSITY OF ATLANTA 3001 MERCER UNIVERSITY DR ATLANTA GA 30341 PC GRANT TO SCHOOL TO BE USED FOR STUDENTS SCHOLARSHIPS 2000 PONDICHERY INSTITUTE OF MEDICAL SCIENCE NO 20 KALAPET PUDUCHERRY IN 605014 NC TO FURTHER THE DONEES PURPOSE 3000 PRINCETON THEOLOGICAL SEMINARY 64 MERCER ST PRINCETON NJ 08542 PC GRANT TO SCHOOL TO BE USED FOR STUDENTS SCHOLARSHIPS 2000 SCHOOL OF PUBLIC HEALTH 1415 WASHINGTON HEIGHTS ANN ARBOR MI 48109 PC GRANT TO SCHOOL TO BE USED FOR STUDENTS SCHOLARSHIPS 3000 SCUDDER MEMORIAL HOSPITAL KELLYS RD TAMIL NADU IN 632401 NC TO FURTHER THE DONEES PURPOSE 43000 SEMINARY OF THE SOUTHWEST 501 E 32ND ST ST AUSTIN TX 78705 PC GRANT TO SCHOOL TO BE USED FOR STUDENTS SCHOLARSHIPS 2000 UNION THEOLOGICAL SEMINARY 3041 BROADWAY NEW YORK NY 10027 PC GRANT TO SCHOOL TO BE USED FOR STUDENTS SCHOLARSHIPS 4000 UNIVERSITY OF CALIFORNIA-BERKELEY 103 CROSS-SPROUL PATH BERKELEY CA 94720 PC GRANT TO SCHOOL TO BE USED FOR STUDENTS SCHOLARSHIPS 2500 UNIVERSITY OF CHICAGO DIVINITY 1025 E 58TH ST CHICAGO IL 60637 PC GRANT TO SCHOOL TO BE USED FOR STUDENTS SCHOLARSHIPS 3000 VELLORE CMC FOUNDATION INC 475 RIVERSIDE DRIVE 725 NEW YORK NY 10115 PC TO SUPPORT THE JAWADHI HILLS MODEL VILLAGE PROGRAM, COLLEGE OF NURSING COMMUNITY HEALTH PROGRAM AND THE CMC COMPASSIONATE/STRONG PROGRAM OF THE CMC VELLORE FOUNDATION 58000 WALTER SCUDDER SCHOOL 6MQ2R7H COLLEGE ROAD TAMIL NADU IN 604001 NC TO FURTHER THE DONEES PURPOSE 8000 150000 0 14 133 14 110831 18 237214 0 348178 0 348178 0 0 0 0 0 0 0 0 0 0 X X 1 JACK GILLMAR P O BOX 2902 HONOLULU HI 96802 10000 X CBIZ MHM MARKS PANETH 20830 10415 10415 SCUDDER MEMORIAL HOSPITAL KELLYS RD RANIPET TAMIL NADU IN 632401 2022-12-31 43000 PHACO MACHINE FOR OPHTHALMIC DEPT. CATARACT SURGERIES, 500 MA FUJI FILM X-RAY MACHINE 43000 BEFORE A GRANT IS GIVEN THE FOUNDATION MAKES A PRE GRANT INQUIRY INTO THE ORGANIZATION TO WHICH THE FUNDS WILL BE SENT AND THE PROPOSED USES OF THE FUNDS. THE FOUNDATION THEN GENERATES A FORMAL GRANT AGREEMENT WHICH PROVIDES FOR THE AMOUNT OF THE GRANT AND THE PURPOSE OF THE GRANT. THE AGREEMENT THEN PROVIDES FOR THE RETURN OF ANY UNUSED FUNDS AND REQUIRES THE RECIPIENT TO PROVIDE THE FOUNDATION WITH A REPORT DETAILING HOW THE FUNDS WERE APPLIED TOGETHER WITH AN UNDERTAKING THAT THE GRANT WILL NOT BE USED FOR A LIST OF PROHIBITED ACTIVITIES. THE RECIPIENT IS THEN REQUIRED TO MAINTAIN DETAILED RECORDS OF THE GRANT AND ITS APPLICATION FOR A PERIOD OF FIVE YEARS FROM THE DATE OF THE GRANT. THE GRANT AGREEMENT IS THEN EXECUTED BY BOTH THE HEAD OF THE GRANTEE AND THE SCUDDER ASSOCIATION FOUNDATION. THE HEAD OF THE FOUNDATION'S INDIA GRANTS COMMITTEE FOLLOWS UP WITH THE GRANTEE TO CONFIRM THE PROPER EXPENDITURE OF THE FUNDS. THE SCUDDER ASSOCIATION, INC. HAS AN ONGOING RELATIONSHIP. ARNI HIGH SCHOOL INDIA TIRUVANNAMALAI TAMIL NADU IN 604001 2022-12-31 6000 REPAIRS TO ALL DOORS AND WINDOWS, TOILET RENOVATION, FENCING ADDED ALONG THE STREET PERIMETER OF THE SCHOOL PROPERTY 6000 BEFORE A GRANT IS GIVEN THE FOUNDATION MAKES A PRE GRANT INQUIRY INTO THE ORGANIZATION TO WHICH THE FUNDS WILL BE SENT AND THE PROPOSED USES OF THE FUNDS. THE FOUNDATION THEN GENERATES A FORMAL GRANT AGREEMENT WHICH PROVIDES FOR THE AMOUNT OF THE GRANT AND THE PURPOSE OF THE GRANT. THE AGREEMENT THEN PROVIDES FOR THE RETURN OF ANY UNUSED FUNDS AND REQUIRES THE RECIPIENT TO PROVIDE THE FOUNDATION WITH A REPORT DETAILING HOW THE FUNDS WERE APPLIED TOGETHER WITH AN UNDERTAKING THAT THE GRANT WILL NOT BE USED FOR A LIST OF PROHIBITED ACTIVITIES. THE RECIPIENT IS THEN REQUIRED TO MAINTAIN DETAILED RECORDS OF THE GRANT AND ITS APPLICATION FOR A PERIOD OF FIVE YEARS FROM THE DATE OF THE GRANT. THE GRANT AGREEMENT IS THEN EXECUTED BY BOTH THE HEAD OF THE GRANTEE AND THE SCUDDER ASSOCIATION FOUNDATION. THE HEAD OF THE FOUNDATION'S INDIA GRANTS COMMITTEE FOLLOWS UP WITH THE GRANTEE TO CONFIRM THE PROPER EXPENDITURE OF THE FUNDS. PONDICHERY INSTITUTE OF MEDICAL SCIENCE NO 20 KALAPET PUDUCHERRY IN 605014 2022-12-31 3000 GRANT TO SCHOOL TO BE USED FOR STUDENTS SCHOLARSHIPS. 3000 BEFORE A GRANT IS GIVEN THE FOUNDATION MAKES A PRE GRANT INQUIRY INTO THE ORGANIZATION TO WHICH THE FUNDS WILL BE SENT AND THE PROPOSED USES OF THE FUNDS. THE FOUNDATION THEN GENERATES A FORMAL GRANT AGREEMENT WHICH PROVIDES FOR THE AMOUNT OF THE GRANT AND THE PURPOSE OF THE GRANT. THE AGREEMENT THEN PROVIDES FOR THE RETURN OF ANY UNUSED FUNDS AND REQUIRES THE RECIPIENT TO PROVIDE THE FOUNDATION WITH A REPORT DETAILING HOW THE FUNDS WERE APPLIED TOGETHER WITH AN UNDERTAKING THAT THE GRANT WILL NOT BE USED FOR A LIST OF PROHIBITED ACTIVITIES. THE RECIPIENT IS THEN REQUIRED TO MAINTAIN DETAILED RECORDS OF THE GRANT AND ITS APPLICATION FOR A PERIOD OF FIVE YEARS FROM THE DATE OF THE GRANT. THE GRANT AGREEMENT IS THEN EXECUTED BY BOTH THE HEAD OF THE GRANTEE AND THE SCUDDER ASSOCIATION FOUNDATION. THE HEAD OF THE FOUNDATION'S INDIA GRANTS COMMITTEE FOLLOWS UP WITH THE GRANTEE TO CONFIRM THE PROPER EXPENDITURE OF THE FUNDS. WALTER SCUDDER SCHOOL 6MQ2R7H COLLEGE ROAD TINDIVANAM TAMIL NADU IN 604001 2022-12-31 8000 BOYS HOSTEL CONSTRUCTION FUND 8000 BEFORE A GRANT IS GIVEN THE FOUNDATION MAKES A PRE GRANT INQUIRY INTO THE ORGANIZATION TO WHICH THE FUNDS WILL BE SENT AND THE PROPOSED USES OF THE FUNDS. THE FOUNDATION THEN GENERATES A FORMAL GRANT AGREEMENT WHICH PROVIDES FOR THE AMOUNT OF THE GRANT AND THE PURPOSE OF THE GRANT. THE AGREEMENT THEN PROVIDES FOR THE RETURN OF ANY UNUSED FUNDS AND REQUIRES THE RECIPIENT TO PROVIDE THE FOUNDATION WITH A REPORT DETAILING HOW THE FUNDS WERE APPLIED TOGETHER WITH AN UNDERTAKING THAT THE GRANT WILL NOT BE USED FOR A LIST OF PROHIBITED ACTIVITIES. THE RECIPIENT IS THEN REQUIRED TO MAINTAIN DETAILED RECORDS OF THE GRANT AND ITS APPLICATION FOR A PERIOD OF FIVE YEARS FROM THE DATE OF THE GRANT. THE GRANT AGREEMENT IS THEN EXECUTED BY BOTH THE HEAD OF THE GRANTEE AND THE SCUDDER ASSOCIATION FOUNDATION. THE HEAD OF THE FOUNDATION'S INDIA GRANTS COMMITTEE FOLLOWS UP WITH THE GRANTEE TO CONFIRM THE PROPER EXPENDITURE OF THE FUNDS. CHARLES SCHWAB US REIT 51566 51566 SCHWAB EMERGING MARKETS 92823 92823 SCHWAB INTERNATIONAL 272968 272968 SCHWAB INTERNATIONAL SMALL 101622 101622 SCHWAB SHORT TERM US 109286 109286 SCHWAB US AGGREGATE BOND 125480 125480 SCHWAB US DIVIDEND 887523 887523 SCHWAB US LARGE CAP 445912 445912 SCHWAB US SMALL CAP 377140 377140 SCHWAB US TIPS 70748 70748 VANGUARD GLOBAL EX US 64694 64694 WALT DISNEY CO 39471 39471 LIFESTRATEGY MOD GROWTH FMV 1155175 1155175 VANGUARD ENERGY FUND FMV 31860 31860 VANGUARD HEALTH CARE FUND ADMIRAL FMV 392678 392678 VANGUARD SELECTED VALUE FMV 183619 183619 VANGUARD SMALL-CAP VALUE INDEX ADMIRAL FMV 210873 210873 VANGUARD TAX-MANAGED CAP FMV 1790 1790 VANGUARD WINDSOR FUND ADMIRAL FMV 341814 341814 MATHEW BENDER CO. INC 294 0 294 UNREALIZED LOSS 1075065 INSURANCE 1573 0 1573 DUES & SUBSCRIPTIONS 1175 0 1175 BANK CHARGES 867 867 0 SOFTWARE LICENSES 23868 0 23868 ADVERTISING 12842 0 12842 MISC EXPENSES 1009 0 1518 PLAYBOOK 21000 0 21000 XTIVIA 5235 0 5235 LOCAL WERX 334 0 334 NYS DEPARTMENT OF LAW 250 0 250 FEDERAL TAXES PAID 7273 0 0