2025-11-13T15:45:56-06:00 2024-12-31 454149985 ROSEMCKENNA PLLC 1717 PENNSYLVANIA AVE NW 750 WASHINGTON DC 20006 990PF 2024-01-01 061577514 SQUIER FAMILY FOUNDATION SQUI 2028621880 1000 BEACH ROAD 197 VERO BEACH FL 32963 DAVID SQUIER TRUSTEE 2028621880 2025-11-13 1 1 KRISTEN MCKENNA P00708363 2028621880 X 2024 2025-03-06 01:10:19Z X 9881587 X 440583 3087 3087 217963 217963 190837 748534 190837 189634 189634 0 1042104 601521 0 0 0 0 0 26630 26630 0 0 66860 66860 0 0 165261 11592 0 0 90754 82542 0 0 349505 187624 0 0 477690 477690 827195 187624 0 477690 214909 413897 0 163606 71378 71378 1533916 1941579 3176177 5102112 4766238 6634032 6799634 6779195 9881587 1000 1000 0 X 6798634 6779195 0 0 0 0 6798634 6779195 6799634 6779195 6798634 214909 0 7013543 234348 6779195 PUBLICLY TRADED SECURITIES (ST) 2024-01-01 2024-12-31 45096 50035 -4939 -4939 PUBLICLY TRADED SECURITIES (LT) 2023-01-01 2024-12-31 691062 507662 183400 183400 SHORT TERM GAINS FROM PARTNERSHIPS P 2024-01-01 2024-12-31 1588 1588 1588 LONG TERM GAINS FROM PARTNERSHIPS P 2023-01-01 2024-12-31 10254 10254 10254 MORGAN STANLEY CAP GAIN DISTRIBUTION P 2023-01-01 2024-12-31 534 534 534 190837 -3351 5753 0 5753 0 5753 11610 0 12000 0 23610 X 0 17857 17857 0 0 0 0 0 0 0 0 0 1 1 0 1 1 CT 1 0 0 0 0 1 N/A DAVID SQUIER 2028621880 1000 BEACH ROAD APT 197 VERO BEACH FL 32963 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 DAVID L SQUIER 1000 BEACH ROAD APT 197 VERO BEACH FL 32963 TRUSTEE - AS NEEDED 0.00 0 0 0 SUE SQUIER 1000 BEACH ROAD APT 197 VERO BEACH FL 32963 TRUSTEE - AS NEEDED 0.00 0 0 0 NONE 0 NONE 0 PLEASE NOTE, THE FOUNDATION IS NOT INVOLVED IN ANY DIRECT CHARITABLE ACTIVITIES. ITS PRIMARY PURPOSE IS TO SUPPORT, BY CONTRIBUTIONS, OTHER CHARITABLE ORGANIZATIONS EXEMPT UNDER INTERNAL REVENUE CODE SECTION 501 (C)(3). 0 0 2641534 198734 6699074 9539342 0 0 9539342 143090 9396252 469813 469813 5753 26694 32447 437366 0 437366 0 437366 477690 0 477690 437366 64658 0 0 477690 64658 0 0 413032 0 0 0 0 0 0 0 0 24334 0 0 0 DAVID L SQUIER X ABC NEW CANAAN PO BOX 355 NEW CANAAN CT 06840 NONE PC GENERAL CHARITABLE PURPOSES 1750 BEYOND KIDS READING 117 KENDRICK ST SUITE 300 NEEDHAM MA 02494 NONE PC GENERAL CHARITABLE PURPOSES 2000 CAREER RESOURCES 1000 LAFAYETTE BLVD SUITE 303 BRIDGEPORT CT 06604 NONE PC GENERAL CHARITABLE PURPOSES 7000 CHURCH OF THE CITY NEW YORK 7 W 83RD ST NEW YORK NY 10024 NONE PC GENERAL CHARITABLE PURPOSES 5000 CONGREGATIONAL CHURCH OF NEW CANAAN 23 PARK STREET NEW CANAAN CT 06840 NONE PC GENERAL CHARITABLE PURPOSES 20500 CROSSING THRESHOLDS PO BOX 446 NEW CANAAN CT 06840 NONE PC GENERAL CHARITABLE PURPOSES 160000 DOCTORS WITHOUT BORDERS 40 RECTOR ST 16TH FLOOR NEW YORK NY 10006 NONE PC GENERAL CHARITABLE PURPOSES 750 I HAVE A DREAM FOUNDATION 322 8TH AVENUE STE 202 NEW YORK NY 10001 NONE PC GENERAL CHARITABLE PURPOSES 10000 FILLING IN THE BLANKS 346 MAIN AVENUE STE 3A NORWALK CT 06851 NONE PC GENERAL CHARITABLE PURPOSES 3000 FUTURE 5 4 LANDMARK SQUARE STAMFORD CT 06901 NONE PC GENERAL CHARITABLE PURPOSES 10000 GIVE ME AN ANSWER PO BOX 1692 NEW CANAAN CT 06840 NONE PC GENERAL CHARITABLE PURPOSES 5000 GRASSROOTS TENNIS AND EDUCATION 11 INGALLS AVE NORWALK CT 06854 NONE PC GENERAL CHARITABLE PURPOSES 750 HABITAT FOR HUMANITY 322 WEST LAMAR STREET AMERICUS GA 317093543 NONE PC GENERAL CHARITABLE PURPOSES 5000 HIGHER GROUND USA PO BOX 6791 KETCHUM ID 83340 NONE PC GENERAL CHARITABLE PURPOSES 10000 HORIZONS AT NEW CANAAN COUNTRY SCHOOL 635 FROGTOWN RD NEW CANAAN CT 06840 NONE PC GENERAL CHARITABLE PURPOSES 750 HOSPICE FOUNDATION OF AMERICA 1707 L STREET NW STE 220 WASHINGTON DC 20036 NONE PC GENERAL CHARITABLE PURPOSES 5000 IDAHO CONSERVATION LEAGUE 710 N 6TH ST BOISE ID 83702 NONE PC GENERAL CHARITABLE PURPOSES 500 JOHNS ISLAND CLUB COMMUNITY SERVICE LEAGUE 4445 N HIGHWAY A1A SUITE 234 VERO BEACH FL 32963 NONE PC GENERAL CHARITABLE PURPOSES 1000 JOHNS ISLAND FOUNDATION 6001 HIGHWAY A1A PMB 8323 INDIAN RIVER SHORES FL 32963 NONE PC GENERAL CHARITABLE PURPOSES 5000 LITTLE SISTERS FUND PO BOX 909 HAILEY ID 83333 NONE PC GENERAL CHARITABLE PURPOSES 15000 MYRIAD USA 551 FIFTH AVENUE SUITE 2400 NEW YORK NY 10176 NONE PC GENERAL CHARITABLE PURPOSES 5000 NEW CANAAN COMMUNITY FOUNDATION 111 CHERRY STREET NEW CANAAN CT 06840 NONE PC GENERAL CHARITABLE PURPOSES 5000 NEW CANAAN LAND TRUST 58 PINE ST NEW CANAAN CT 06840 NONE PC GENERAL CHARITABLE PURPOSES 2500 NEW CANAAN MUSEUM HISTORICAL SOCIETY 13 OENOKE RIDGE NEW CANAAN CT 06840 NONE PC GENERAL CHARITABLE PURPOSES 50000 NEW CANAAN PUBLIC LIBRARY 151 MAIN STREET NEW CANAAN CT 06840 NONE PC GENERAL CHARITABLE PURPOSES 5000 NEW CANAAN YMCA 564 SOUTH AVENUE NEW CANAAN CT 06840 NONE PC GENERAL CHARITABLE PURPOSES 28440 NORTH CAROLINA MUSEUM OF HISTORY 5 EAST EDENTON STREET RALEIGH NC 27601 NONE PC GENERAL CHARITABLE PURPOSES 2000 OPEN DOORS INTERNATIONAL PO BOX 685 BRIDGEVILLE PA 150170685 NONE PC GENERAL CHARITABLE PURPOSES 2500 SAMARITANS PURSE PO BOX 3000 BOONE NC 28607 NONE PC GENERAL CHARITABLE PURPOSES 1500 SHEPHERDS INC 299 WASHINGTON AVE BRIDGEPORT CT 06604 NONE PC GENERAL CHARITABLE PURPOSES 10000 SILVER CREEK ALLIANCE PO BOX 663 PICABO ID 83348 NONE PC GENERAL CHARITABLE PURPOSES 11000 ST JUDE CHILDREN'S RESEARCH HOSPITAL 262 DANNY THOMAS PLACE MEMPHIS TN 38105 NONE PC GENERAL CHARITABLE PURPOSES 2500 ST LUKE'S WOOD RIVER FOUNDATION PO BOX 7005 KETCHUM ID 83340 NONE PC GENERAL CHARITABLE PURPOSES 500 SUN VALLEY MUSIC FESTIVAL 120 N 2ND AVENUE STE 103 KETCHUM ID 83340 NONE PC GENERAL CHARITABLE PURPOSES 1250 SWIFTSURE RANCH THERAPEUTIC EQUESTRIAN CENTER 114 CALYPSO LN BELLEVUE ID 83313 NONE PC GENERAL CHARITABLE PURPOSES 500 TEACH FOR AMERICA 25 BROADWAY 12TH FLOOR NEW YORK NY 10004 NONE PC GENERAL CHARITABLE PURPOSES 2500 THE CONGREGATIONAL CHURCH OF NEW CANAAN 14 ELM STREET NEW CANAAN CT 06840 NONE PC GENERAL CHARITABLE PURPOSES 45000 THE HUNGER COALITION 110 HONEYSUCKLE STREET BELLEVUE ID 83313 NONE PC GENERAL CHARITABLE PURPOSES 5000 THE SALVATION ARMY 139 LAKEVIEW AVENUE NEW CANAAN CT 06840 NONE PC GENERAL CHARITABLE PURPOSES 2000 THE VALLEY CLUB SCHOLARSHIP FUND 13601 WEST MCMILLAN ROAD SUITE 102-305 BOISE ID 83713 NONE PC GENERAL CHARITABLE PURPOSES 1000 UNITED WAY OF INDIAN RIVER COUNTY 1836 14TH AVE VERO BEACH FL 32960 NONE PC GENERAL CHARITABLE PURPOSES 2000 WAVENY LIFE CARE NETWORK 3 FARM ROAD NEW CANAAN CT 06840 NONE PC GENERAL CHARITABLE PURPOSES 1500 WOOD RIVER COMMUNITY YMCA 101 SADDLE RD KETCHUM ID 83340 NONE PC GENERAL CHARITABLE PURPOSES 13000 WOOD RIVER LAND TRUST 119 E BULLION STREET HAILEY ID 83333 NONE PC GENERAL CHARITABLE PURPOSES 10000 477690 0 14 3087 14 217963 01 189634 18 190837 0 601521 0 601521 0 0 0 0 0 0 0 0 0 0 X X 1 DAVID L SQUIER 1000 BEACH ROAD APT 197 VERO BEACH FL 32963 29686 X 2 DAVID L SQUIER 1000 BEACH ROAD APT 197 VERO BEACH FL 32963 410897 X 2 250 SHS OF AMD 44423 2024-01-26 2 125 SHS OF LNG 20816 2024-01-26 2 2900 SHS OF FTAI 150967 2024-01-26 2 815 SHS OF NVDA 101728 2024-07-03 2 7500 SHS OF MS PLUS SPX 92963 2024-04-09 MORGAN STANLEY ACCT. 1941579 3176177 PARTNERSHIP INVESTMENTS AT COST 4766238 6634032 FUND BALANCE ADJUSTMENTS FOR BOOK-FMV DIFFERENCE FROM DONATED SECURITIES 234348 OTHER EXPENSES FROM PARTNERSHIPS 83081 82369 0 0 MORGAN STANLEY - INVESTMENT EXPENSES 173 173 0 0 OTHER EXPENDITURE 7500 0 0 0 OTHER INCOME FROM PARTNERSHIPS 189634 189634 0 ACCOUNTING 26630 26630 0 0 FEDERAL TAX PAID 140457 0 0 0 FOREIGN TAX PAID FROM PARTNERSHIPS 9969 9969 0 0 STATE TAXES PAID FROM PARTNERSHIPS 1248 1248 0 0 CONNECTICUT TAXES PAID 13212 0 0 0 MORGAN STANLEY - FOREIGN TAX PAID 375 375 0 0