2024-10-11T06:25:03-07:00 2023-12-31 814546848 Austin & Macione CPAs LLC 393 Gold Star Highway Groton CT 06340 990PF 2023-01-01 276020539 The Douglas S and Barbara J Barrett Family Foundation DOUG 8605367094 18 Coveside Court PO Box 274 Mystic CT 06355 Douglas Barrett Trustee 8605367094 2024-04-30 true true James H Austin P00511753 8603815650 2024-10-11 X 2023 2024-10-15 13:58:12Z X 687570 X X 196 196 7096 7096 78640 584587 78640 0 3511 3511 89443 89443 0 1275 1275 0 118 0 221 221 1614 0 1496 31000 31000 32614 0 32496 56829 89443 73668 37933 37933 0 0 505947 598511 649637 0 0 0 0 0 0 579615 636444 687570 0 0 0 0 0 X 579615 636444 579615 636444 579615 636444 579615 56829 636444 636444 CALVERT BALANCED FUND CLASS A P 2011-12-09 2023-08-09 182967 0 144152 38815 0 0 0 38815 CALVERT BOND FUND CLASS A P 2011-12-09 2023-08-09 97564 0 110458 -12894 0 0 0 -12894 CALVERT EQUITY FUND CLASS A P 2011-12-09 2023-08-09 138257 0 79727 58530 0 0 0 58530 CALVERT INTRNTL RESPBL INDEX A P 2021-02-25 2023-08-09 57024 0 60000 -2976 0 0 0 -2976 CALVERT MID-CAP FUND CL A P 2021-02-25 2023-08-09 48649 0 51610 -2961 0 0 0 -2961 CALVERT U.S. LG CAP VALUE RESP INDEX CL A P 2021-02-25 2023-08-09 60126 0 60000 126 0 0 0 126 78640 1243 0 1243 0 1243 0 1500 1500 -1500 X 23 234 234 false false false false false false false true true true false false false false true N/A Douglas S Barrett 8605367094 18 Coveside Court Mystic CT 06355 false false false false false false false false false false false false false false false false false false false false Douglas S Barrett 18 Coveside Court Mystic CT 06355 Trustee 0.00 0 0 0 Barbara J Barrett 18 Coveside Court Mystic CT 06355 Trustee 0.00 0 0 0 NONE 0 NONE 0 None 0 None 0 0 597329 55801 0 653130 0 653130 9797 643333 32167 32167 1243 1243 30924 30924 30924 32496 0 32496 30924 23876 8292 11206 7121 18269 68764 32496 0 7048 25448 23876 23876 70336 0 0 0 0 0 70336 8292 11206 7121 18269 25448 See Schedule B See Schedule B Douglas S Barrett 18 Coveside Court Mystic CT 06355 8605367094 ATTACHED September 3 ATTACHED Smile Train Inc PO Box 96231 Washington DC 200906231 501(c)3 To provide dental care to the poor 1000 College Visions 131 Washington Street Suite 205 Providence RI 02903 501(c)3 To provide college adviceand assistance to lowincome individuals 2000 Foundation for Life PO Box 2455 Shelton CT 06484 501(c)3 To assistpeople in need 1000 Higher Edge 35 Redden Avenue New London CT 06320 501(c)3 To assist low-incomeand high-risk studentswith college admissions 1000 The Chris Collins Foundation Inc 4 Richmond Square Suite 150 Providence RI 02880 501(c)3 To heighten awareness andeducation about anxietyand depression 2000 Work Vessels for VETS PO Box 215 West Mystic CT 06388 501(c)3 To equip returning veteranswith the tools to starta business or career 2500 FRESH NL PO Box 285 New London CT 06320 501(c)3 To encourage youthto pursue and leadin agriculture 1000 Wildlife in Crisis PO Box 1246 Weston CT 06883 501(c)3 To treat and care fordebilitated wildlife. 550 Off the Streets - Bridgeport 6948 Main Street Trumbull CT 06611 501(c)3 To help homeless and those at risk of becominghomeless by providing security deposits directlyto landlords for eligible individuals & families. 1000 Community Health Resource Inc 2 Waterside Xing 401 Windsor CT 060951587 501(c)3 To help adults. children & familiesfind hope through mental health,substance anuse, foster care, and integrated care. 1000 Detroit Horse Power PO Box 38115 Detroit MI 48238 501(c)3 To give at-risk youtha safe and enriching space tofurthur their development. 2500 Homeless Hospitality Center 325 Huntington St PO Box 1651 New London CT 06320 501(c)3 To provide hospitality, shelter & a bridgeto permanent housing for adultsexperiencing homelessness in SECT. 1000 All Saints Catholic School 139 West Rocks Road Norwalk CT 06851 501(c)3 To help young scholarsget to college and heaven. 1000 Episcopal Relief & Development PO Bo 7058 Merrifield VA 221167058 501(c)3 To help facilitate healthier,more fulfilling lives in communitiesthat are struggling with hunger, poverty, disaster & disease. 1000 National Ovarian Cancer Coalition 12221 Merit Drive Suite 1950 Dallas TX 75251 501(c)3 To educate communities and increaseawareness about the symptoms of ovarian cancer. 500 The Association for Frontotemporal Degeneration 2700 Horizon Drive Suite 120 King of Prussia PA 19406 501(c)3 To enhance the quality of lifefor those living with Dementia,caregivers, and the community. 1000 Herren Project PO Box 131 Portsmouth RI 02871 501(c)3 To provide free resources and supportfor the treatment, recovery andprevention of substance use disorder. 2950 Flatbush Cats 2319 Nostrand Avenue 100015 Brooklyn NY 112109997 501(c)3 To make veterinary care more affordable for pet owners and rescuers. 700 The NFA Foundation Inc 321 Broadway Norwich CT 06360 501(c)3 Advances opportunities at NorwichFree Academy by soliciting, accepting, andprudently managing donated and endowed funds. 500 American Friends of the Ocean Cleanup Foundation Dept LA 24875 Pasadena CA 911854875 501(c)3 To preserve and protect the naturalocean environment for the benefitof the public 1000 The Connecticut Hospice 100 Double Beach Road Branford CT 06405 501(c)3 To provide quality, compassionate and competenthospice and pallative care to patientssuffering from irreversible illness. 1000 Trevor Project PO Box 69232 West Hollywood CA 90069 501(c)3 To provide 24/7 crisis support services,research, and advocacy for LGBTQ+young people. 300 CT Foundation for Dental Outreach 835 West Queen St Southington CT 06489 501(c)3 To provide charitable cental care to theunderserved, uninsured and working poor. 1000 Ludlow Area Rotary Charitable Foundation PO Box 333 Ludlow VT 05149 501(c)3 Solicits contributions of money, gifts bequests,grants and donation to disbursefunds for exempt purposes. 500 US Horse Welfare & Rescue 345 Waterville Road Avon CT 06001 501(c)3 To promote the safety and welfare of Americasequines locally & nationally throughrescue, advocacy and education. 1500 Experience Camps 136 Main Street Suite 206 Westport CT 06880 501(c)3 To provide overnight summer gried camps, year-round programs,and content to help reframe the experience of griefand empower kids with the necessary coping skills to move forward with their lives. 1000 Youth Enrichment Services 412 Massachusetts Avenue Boston MA 02118 501(c)3 To provide affordable and impactfulsports-based youth development and leadershipprogramming for Boston children and teens. 500 31000 196 7096 3511 78640 89443 89443 3 Interest earned on Foundation investments. 4 Dividends received from Foundation investments. 7 Annuity income reported on 1099-R 8 Capital Gain earned on Foundation investments. false false false false false false false false false false Austin & Macione CPAs Accounting/Tax prep 1275 1275 CALVERT BALANCED FUND CLASS A Purchased 2023-08 182967 144152 38815 CALVERT BOND FUND CLASS A Purchased 2023-08 97564 110458 -12894 CALVERT EQUITY FUND CLASS A Purchased 2023-08 138257 79727 58530 CALVERT INTRNTL RESPBL INDEX A Purchased 2023-08 57024 60000 -2976 CALVERT MID-CAP FUND CL A Purchased 2023-08 48649 51610 -2961 CALVERT U.S. LG CAP VALUE RESP INDEX CL A Purchased 2023-08 60126 60000 126 Mutual Funds 598511 649637 Postage 216 216 Bank charges 5 5 1099-R Jackson National Life Insurance Co 3511 3511 Federal income tax 118