2024-08-14T10:17:55-05:00 2023-12-31 591818353 KAUFMAN ROSSIN & COPA 3310 MARY STREET SUITE 501 MIAMI FL 33133 990PF 2023-01-01 205589596 DAVIS-MCCULLOUGH FOUNDATION INC DAVI 2038622470 CO HPEDEN 500 W PUTNAM AVE FLR 2 GREENWICH CT 06830 HARRY E PEDEN III TREASURER/ DIRECTOR 2038622470 2024-08-01 1 0 ALEXANDRA GARRO P01442985 3058585600 2024-08-01 2023 2024-08-08 14:25:15Z X 3792403 X X 47338 47338 229546 314919 229546 276884 276884 31250 7813 15625 8925 2945 0 28523 28523 0 3236 236 0 501 501 0 72435 40018 15625 176250 176250 248685 40018 191875 28199 236866 29030 78177 78177 1323275 1302680 3580407 113017 112543 133819 1465322 1493400 3792403 0 0 X 0 0 0 0 1465322 1493400 1465322 1493400 1465322 1493400 1465322 28199 0 1493521 121 1493400 PUBLICLY TRADED SECURITIES P 309952 85373 224579 224579 CAPITAL GAINS DIVIDENDS P 4967 4967 4967 229546 3292 0 3292 0 3292 3424 0 1530 0 4954 0 1662 1662 0 0 0 0 0 0 0 0 0 0 0 1 1 CT 1 0 0 0 0 1 N/A THE FOUNDATION 2038622470 C/O HPEDEN 500 W PUTNAM AVE FLR 2 GREENWICH CT 06830 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 HARRY E PEDEN III 500 WEST PUTNAM AVENUE GREENWICH CT 06830 TREASURER/ DIRECTOR 5.00 31250 0 0 VICTORIA DAVIS MCCULLOUGH 13801 GRACIDA STREET WELLINGTON FL 33414 PRESIDENT/DIRECTOR 5.00 0 0 0 ERIC A PETERSON 100 WEST PUTNUM AVENUE GREENWICH CT 06830 SECRETARY/DIRECTOR 1.50 0 0 0 NONE 0 NONE 0 0 3415161 84287 0 3499448 0 0 3499448 52492 3446956 172348 172348 3292 3292 169056 0 169056 0 169056 191875 0 191875 169056 0 0 60696 424288 352835 837819 191875 0 0 0 169056 22819 0 0 860638 0 0 0 0 0 0 60696 799942 424288 352835 22819 X DAVIS-MCCULLOUGH FOUNDATION INC 500 WEST PUTNAM AVE 2ND FLOOR GREENWICH CT 06830 2038622470 ANY APPLICANT SHOULD SUBMIT A WRITTEN REQUEST WHICH CONTAINS DETAILS ON THE SPECIFIC PROGRAM FOR WHICH A GRANT IS BEING REQUESTED AND CERTIFICATION AS TO ITS TAX EXEMPT STATUS. NONE NONE CLYDESDALE EDUCATION FOUNDATION 6730 PETERS RD TIPP CITY OH 453712065 N/A PC GENERAL OPERATION 126250 SILVER OAK JUMPER TOURNAMENT LLC 9 DAMON HILL SQUARE NO 3C CONCORD MA 01742 N/A PC GENERAL OPERATION 32000 VINCEREMOS RIDING CENTER INC 13300 6TH COURT N LOXAHATCHEE FL 33470 N/A PC GENERAL OPERATION 18000 176250 0 14 47338 18 229546 0 276884 0 276884 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 8925 2945 0 1000 SHS ABBVIE INC 38315 154970 2000 SHS ADVANCED MICRO DECIVES INC 44245 294820 2300 SHS AMAZON.COM INC 32727 319074 1000 SHS MERCK & CO INC 46741 109020 100 SHS ORGANON & CO 2340 1442 2000 SHS CONSUMERS STAPLES SECTOR SPDR TR 69339 144060 2000 SHS FIRST TRUST MORNINGSTAR DIV LEADER FD 56300 71760 1000 SHS FIRST TRUST INDEX NEXTG ETF 56198 76730 1000 SHS HEALTH CARE SELECT SECTOR SPDR FUND 32715 136380 1500 SHS INDUSTRIAL SECTOR SPDR TRUST 52407 170985 500 SHS INVESCO QQQ TRUST ETF 32658 204760 2400 SHS ISHARES US CONSUMER SERVICES 37178 181848 1250 SHS ISHARES TRUST RUSSELL 2000 VALUE IND FD 131096 194163 2200 SHS ISHARES S&P GLOBAL 100 INDEX FUND 32895 80520 1400 SHS ISHARES GLOBAL HEALTHCARE 42492 121408 2000 SHS ISHARES S&P GLOBAL TECH SECTOR 9835 68180 2500 SHS ISHARES GLOBAL CONSUMER STAPLES 89164 148225 1000 SHS PROSHARES RUSSELL 2000 DIVID GROWERS ETF 61796 65010 2000 SHS ROBO GLOBAL ROBOTICS & AUT INDEX 81260 114600 400 SPDR DOW JONES INDL AVERAGE 25889 75374 500 SHS SPDR S&P HEALTH CARE EQUIPMENT 44015 42130 900 SHS VANECK VECTORS BIOTECH ETF 24702 148779 1000 SHS VANECK VECTORS PHARMACEUTICAL ETF 35769 81366 1000 SHS VANECK VECTORS SEMICONDUCTOR ETF 20790 262305 500 SHS VANGUARD MID CAP ETF 33507 116320 13D ACTIVIST FUND CLASS I 108495 133058 INVESCO S&P 500 EQUAL WEIGHT ETF 59812 63120 700 SPDR GOLD TRUST AT COST 112543 133819 OTHER CHANGES IN NET ASSETS 121 INVESTMENT EXPENSES 501 501 0 INVESTMENT FEES 28523 28523 0 FOREIGN TAXES 236 236 0 ESTIMATED FEDERAL EXCISE TAXES 500 0 0 FEDERAL EXCISE TAXES 2500 0 0