2024-11-11T09:55:35-06:00 2023-12-31 060312590 Cummings & Lockwood LLC PO Box 120 Stamford CT 069040120 990PF 2023-01-01 823557736 Harold W McGraw III Foundation Inc HARO 2033514308 Cummings Lockwood Six Landmark Sq Stamford CT 06901 Howard S Tuthill III Asst. Treasurer/Asst. Secretary 2033514417 2024-11-11 1 0 Catherine Lee Schettini P01963499 2033271700 2023 2024-10-15 13:58:12Z X 36326194 X X 365158 365158 177980 984883 177980 543138 543138 0 0 0 33100 22067 11033 151381 46106 105275 2522 2522 0 3332 3332 0 190335 74027 116308 2619342 2619342 2809677 74027 2735650 -2266539 469111 353783 398299 398299 15364022 14399854 33374918 869205 863797 770347 1361804 1585074 1782630 17948814 17247024 36326194 0 0 X 0 0 0 0 17948814 17247024 17948814 17247024 17948814 17247024 17948814 -2266539 1587008 17269283 22259 17247024 Publicly traded securities 98342 99269 -927 -927 Publicly traded securities 873490 694583 178907 178907 Return of Capital 13051 13051 0 0 177980 6521 0 6521 0 6521 14204 0 0 0 14204 0 7683 7683 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Harold W McGraw III c/o Cummings Lockwood PO Box 120 Stamford CT 069040120 President, Treasurer 0.25 0 0 0 Nancy G McGraw c/o Cummings Lockwood PO Box 120 Stamford CT 069040120 Vice President, Secretary 0.25 0 0 0 Howard S Tuthill III c/o Cummings Lockwood PO Box 120 Stamford CT 069040120 Asst. Treasurer, Asst. Sec 1.00 0 0 0 NONE 0 GSG Advisory Services LLC 18 Whippoorwill Lake Road Chappaqua NY 10514 Philanthropic advisory services 65000 0 0 33404692 323733 0 33728425 0 0 33728425 505926 33222499 1661125 1661125 6521 6521 1654604 0 1654604 0 1654604 2735650 0 2735650 1654604 860025 0 0 2735650 860025 0 0 1654604 221021 0 0 221021 0 0 0 0 0 0 0 221021 221021 Harold W McGraw III X Boys & Girls Club of Greenwich Inc 4 Horseneck Lane Greenwich CT 06830 None Public Current Use for General Charitable Purposes 149499 Canine Companions for Independence 2965 Dutton Avenue Santa Rosa CA 95407 None Public Current Use for General Charitable Purposes 498880 Carnegie Hall Corp 881 7th Avenue New York NY 10019 None Public Current Use for General Charitable Purposes 49971 Family Centers Inc 40 Arch Street Greenwich CT 06830 None Public Current Use for General Charitable Purposes 299411 Hoover Institute The 326 Galvez Street Stanford CA 94305 None Public Current Use for General Charitable Purposes 1496640 National Hemophilia Foundation 160 Plainfield Street Providence RI 02909 None Public Current Use for General Charitable Purposes 25000 Upstream Education Inc c/o Henry Waters and Associates Inc Table Mesa CO 80305 None Public Current Use for General Charitable Purposes 99941 2619342 0 14 365158 18 177980 0 543138 0 543138 0 0 0 0 0 0 0 0 0 0 UBS Account No. 4605 (Pimco) 863797 770347 UBS Account No. x4016 (BSA) 10902253 28479618 UBS Account No. x4603 (Kayne Anderson) 382293 513869 UBS Account No. x4604 (Lazard International) 451805 519783 UBS Account No. 4602 (MFS LCV) 1304258 1604784 UBS Account No. 4601 (PMP LCG) 1000174 1705943 UBS Account No. 7635 (Madison) 359071 550921 Bridge Workforce and Affordable Housing Fund II-R, LP AT COST 771123 752589 Pretium Resdl Cr Fdr fd AT COST 813951 1030041 Cummings & Lockwood LLC 33100 22067 11033 Adjustment to Balance 22259 Adr fees 729 729 0 Bridge Workforce & Affordable Hsg LP 2603 2603 0 FMV vs. book value of grants of S&P Global stock 1534908 Partnership distribution received from Bridge Workforce 20333 Partnership distribution received from Pretium Residental 31767 Gabriele Group 40275 0 40275 GSG Advisory Services 65000 0 65000 UBS fees 46106 46106 0 Foreign tax withheld 2522 2522 0