2025-03-12T09:38:27-04:00 2024-11-30 873758333 BEDARD MCCLANAHAN CPAS PC 30 POVERTY RD SOUTHBURY CT 064882254 990PF 2023-12-01 132732197 CROSSWICKS FOUNDATION LTD CROS 8604968119 C/O J JONES 76 EAST ST SOUTH GOSHEN CT 06756 JOSEPHINE F JONES PRESIDENT 8604968119 2025-03-04 true true DANIEL L BEDARD CPA P00204984 2032644454 2025-03-11 2023 2025-03-06 01:10:19Z X 2989910 X X 69953 69953 26875 363362 26875 96828 96828 13750 13750 28265 28265 998 998 43013 43013 0 142500 136500 185513 43013 136500 -88685 53815 2 2 3177 2664019 2588932 2962908 30574 27000 27000 2697770 2615934 2989910 849 141500 147500 141500 148349 X 2556270 2467585 2556270 2467585 2697770 2615934 2556270 -88685 2467585 2467585 BROWN ADV SUSTAINABLE P 37902 27879 10023 10023 GOLDMAN SACHS INTL P 2432 2341 91 91 SCHWAB LONG-TERM US P 2142 2267 -125 -125 BROWN ADV SUSTAINABLE P 11893 8478 3415 3415 ISHARES ESG P 1421 1421 SCHWAB LONG-TERM US P 918 918 BROWN ADV SUSTAINABLE P 6481 4315 2166 2166 ISHARES ESG P 8628 8628 SCHWAB LONG-TERM US P 908 950 -42 -42 CALVERT SMALL CAP P 10699 9572 1127 1127 ISHARES ESG P 10587 9984 603 603 SCHWAB LONG-TERM US P 48392 51790 -3398 -3398 CALVERT SMALL CAP P 866 780 86 86 ISHARES ESG P 879 936 -57 -57 TIAA CREF CORE IMPACT P 19721 19721 CALVERT US LRG CAP VALUE P 17687 16502 1185 1185 ISHARES ESG AWARE MSCI P 10731 9468 1263 1263 TIAA CREF CORE IMPACT P 1849 1849 CALVERT US LRG CAP VALUE P 876 840 36 36 ISHARES US TREASURY BOND P 19187 20342 -1155 -1155 VANGUARD TOTAL INTERNATL P 2647 2647 CALVERT US LRG CAP VALUE P 11016 9206 1810 1810 ISHARES US TREASURY BOND P 4147 4361 -214 -214 CALVERT US LRG CAP VALUE P 2303 2142 161 161 NUVEEN ESG LARGE P 14432 10297 4135 4135 CCM COMMUNITY IMPACT P 16748 17647 -899 -899 NUVEEN ESG LARGE P 8740 6063 2677 2677 CCM COMMUNITY IMPACT P 5603 5872 -269 -269 NUVEEN ESG LARGE P 7369 4600 2769 2769 DELAWARE CORPORATE BOND P 4797 5078 -281 -281 NUVEEN ESG LARGE-CAP P 22845 22074 771 771 DELAWARE CORPORATE BOND P 4205 4414 -209 -209 NUVEEN ESG LARGE-CAP P 2386 2299 87 87 DELAWARE CORPORATE BOND P 17868 18917 -1049 -1049 NUVEEN ESG LARGE-CAP P 10015 8757 1258 1258 GOLDMAN SACHS INTL P 8796 8482 314 314 SCHWAB LONG-TERM US P 5246 4650 596 596 26875 876 748 748 748 400 400 348 false false false false false false false true true NY true false false false false true N/A BEDARD MCCLANAHAN CPAS PC 2032644454 30 POVERTY ROAD SOUTHBURY CT 06488 false false false false false false false false false false false false false false false false false false false false JOSEPHINE F JONES 76 EAST ST SOUTH GOSHEN CT 06756 PRESIDENT 000.00 0 0 0 MADELEINE J ROY 79 HARRIS ROAD KATONAH NY 10536 TREASURER 000.00 0 0 0 ATTY MORTON L PRICE 260 MADISON AVE NEW YORK NY 10016 SECRETARY 000.00 0 0 0 EDWARD A JONES 400 EAST 14TH STREET 3D NEW YORK NY 10009 DIRECTOR 000.00 0 0 0 CHARLOTTE JONES 93 WEST ST GOSHEN CT 06756 VICE PRESIDE 000.00 0 0 0 NONE NONE N/A 41198 2800104 0 2841302 2841302 42620 2798682 139934 139934 748 748 139186 139186 139186 136500 136500 139186 30602 28543 14518 3453 27930 105046 136500 136500 2686 2686 102360 0 27916 74444 28543 14518 3453 27930 CROSSWICK'S FOUNDATION LTD 73 WEST STREET GOSHEN CT 06756 8604968119 JJONES4625@GMAIL.COM WRITTEN REQUEST NOVEMBER 1 NONE NEW VICTORY THEATRE 229 W 42ND ST 10TH FLOOR NEW YORK NY 10036 NONE 501C3 GENERAL OPERATIONS 10000 SUSAN B ANTHONY PROJECT 179 WATER STREET TORRINGTON CT 06790 NONE 501C3 GENERAL OPERATIONS 10000 METROPOLIS ENSEMBLE 34-33 84TH STREET QUEENS NY 11372 NONE 501C3 GENERAL OPERATIONS 10000 WRITOPIA 155 WEST 81ST STREET NEW YORK NY 10024 NONE 501C3 GENERAL OPERATIONS 10000 ENTERTAINMENT COMMUNITY FUND 729 SEVENTH AVENUE ATTN - KATHERINE FREEDMAN NEW YORK NY 10019 NONE 501C3 GENERAL OPERATIONS 5000 NEW YORK PEACE INSTITUTE 111 JOHN STREET STE 600 NEW YORK NY 10038 NONE 501C3 GENERAL OPERATIONS 3000 CONNECTICUT CITIZEN RESEARCH GROUP 30 ARBOR STREET UNIT 107 HARTFORD CT 06106 NONE 501C3 GENERAL OPERATIONS 2000 UNIVERSITY OF MICHIGAN 4901 EVERGREEN ROAD 1040AB DEARBORN MI 481281491 NONE 501C3 GENERAL OPERATIONS 5000 AMERICAN MURAL PROJECT PO BOX 538 90 WHITING ST WINSTEAD CT 06098 NONE 501C3 GENERAL OPERATIONS 2000 CT FOREST & PARK ASSOC INC 16 MERIDAN RD ROCK FALL CT 064812961 NONE 501C3 GENERAL OPERATIONS 2000 LITCHFIELD AID CONNECTICUT JUNIOR REPUBLIC 550 GOSHEN ROAD PO BOX 161 LITCHFIELD CT 06759 NONE 501C3 GENERAL OPERATIONS 1000 FOCUS CENTER FOR AUTISM 126 DOWD AVENUE PO BOX 452 CANTON CT 06019 NONE 501C3 GENERAL OPERATIONS 1000 FRIENDLY HANDS FOOD BANK INC 50 KING STREET TORRINGTON CT 06790 NONE 501C3 GENERAL OPERATIONS 5000 GOSHEN HOSPICE PO BOX 202 GOSHEN CT 06756 NONE 501C3 GENERAL OPERATIONS 5000 LARC 314 MAIN STREET TORRINGTON CT 06790 NONE 501C3 GENERAL OPERATIONS 1000 PLANNED PARENTHOOD 249 WINSTEAD ROAD SUITE 102 TORRINGTON CT 06790 NONE 501C3 GENERAL OPERATIONS 5000 THE DOUGLAS LIBRARY 108 MAIN STREET NORTH CANAAN CT 06018 NONE 501C3 GENERAL OPERATIONS 1000 WARNER THEATRE 68 MAIN STREET TORRINGTON CT 06790 NONE 501C3 GENERAL OPERATIONS 2000 FISH 332 SOUTH MAIN STREET TORRINGTON CT 06790 NONE 501C3 GENERAL OPERATIONS 2000 NORTHWEST COMMUNITY FOUNDATION 333 E MAIN STREET ATTN - GUY ROVEZZI TORRINGTON CT 06790 NONE 501C3 GENERAL OPERATIONS 2000 KIDSPLAY CHILDREN'S MUSEUM 61 MAIN STREET TORRINGTON CT 06790 NONE 501C3 GENERAL OPERATIONS 1000 GOSHEN HOUSING TRUST PO BOX 511 GOSHEN CT 06756 NONE 501C3 GENERAL OPERATIONS 1000 FEEDING WESTCHESTER 200 CLEARBROOK ROAD ELMSFORD NY 10523 NONE 501C3 GENERAL OPERATIONS 5000 LAGOND MUSIC 9 HAVEN STREET ELMSFORD NY 10523 NONE 501C3 GENERAL OPERATIONS 7500 NEIGHBORS LINK 27 COLUMBUS AVE MT KISCO NY 10549 NONE 501C3 GENERAL OPERATIONS 5000 HUSDON RIVER MUSEUM 511 WARBURTON AVE YONKERS NY 10701 NONE 501C3 GENERAL OPERATIONS 5000 CENTER FOR MODERN PSYCHOANALYTIC STUDIES 16 W 10TH STREET NEW YORK NY 10011 NONE 501C3 GENERAL OPERATIONS 5000 EMERGENT DIPLOMACY 3250 LA PAZ LANE SANTA FE NM 87507 NONE 501C3 GENERAL OPERATIONS 5000 ST ANDREW SCHOOL 350 NOXONTOWN STREET MIDDLETOWN DE 197091605 NONE 501C3 GENERAL OPERATIONS 5000 RETREAT FOUNDATION PO BOX 1235 STOWE VT 05672 NONE 501C3 GENERAL OPERATIONS 10000 SOUL FIRE FARM 1972 ROUTE 2 PETERSBURG NY 12138 NONE 501C3 GENERAL OPERATIONS 1000 NEW ENGLAND GRASSROOTS ENVIRONMENTA FUND PO BOX 611 NEWMARKET NH 03857 NONE 501C3 GENERAL OPERATIONS 1000 NATIONAL YOUNG FARMER COALITION 481 BROADWAY STE 4 ALBANY NY 12207 NONE 501C3 GENERAL OPERATIONS 1000 136500 NEW VICTORY THEATRE 229 W 42ND ST 10TH FLOOR NEW YORK NY 10036 NONE 501C3 GENERAL OPERATIONS 10000 SUSAN B ANTHONY PROJECT 179 WATER STREET TORRINGTON CT 06790 NONE 501C3 GENERAL OPERATIONS 10000 METROPOLIS ENSEMBLE 34-33 84TH STREET QUEENS NY 11372 NONE 501C3 GENERAL OPERATIONS 10000 WRITOPIA 155 WEST 81ST STREET NEW YORK NY 10024 NONE 501C3 GENERAL OPERATIONS 10000 ENTERTAINMENT COMMUNITY FUND 729 SEVENTH AVENUE ATTN - KATHERINE FREEDMAN NEW YORK NY 10019 NONE 501C3 GENERAL OPERATIONS 5000 ARENA STAGE 1101 SIXTH STREET SW WASHINGTON DC 20024 NONE 501C3 GENERAL OPERATIONS 5000 PEN AMERICA 588 BROADWAY STE 303 NEW YORK NY 10012 NONE 501C3 GENERAL OPERATIONS 5000 AMERICAN MURAL PROJECT PO BOX 538 90 WHITING ST WINSTEAD CT 06098 NONE 501C3 GENERAL OPERATIONS 2000 UNIVERSITY OF MICHIGAN 4901 EVERGREEN ROAD 1040AB DEARBORN MI 481281491 NONE 501C3 GENERAL OPERATIONS 5000 LITCHFIELD AID CONNECTICUT JUNIOR REPUBLIC 550 GOSHEN ROAD PO BOX 161 LITCHFIELD CT 06759 NONE 501C3 GENERAL OPERATIONS 1000 FRIENDLY HANDS FOOD BANK INC 50 KING STREET TORRINGTON CT 06790 NONE 501C3 GENERAL OPERATIONS 5000 GOSHEN HOSPICE PO BOX 202 GOSHEN CT 06756 NONE 501C3 GENERAL OPERATIONS 5000 PLANNED PARENTHOOD 249 WINSTEAD ROAD SUITE 102 TORRINGTON CT 06790 NONE 501C3 GENERAL OPERATIONS 5000 THE DOUGLAS LIBRARY 108 MAIN STREET NORTH CANAAN CT 06018 NONE 501C3 GENERAL OPERATIONS 1000 WARNER THEATRE 68 MAIN STREET TORRINGTON CT 06790 NONE 501C3 GENERAL OPERATIONS 2000 FISH 332 SOUTH MAIN STREET TORRINGTON CT 06790 NONE 501C3 GENERAL OPERATIONS 2000 NORTHWEST COMMUNITY FOUNDATION 333 E MAIN STREET ATTN - GUY ROVEZZI TORRINGTON CT 06790 NONE 501C3 GENERAL OPERATIONS 2000 KIDSPLAY CHILDREN'S MUSEUM 61 MAIN STREET TORRINGTON CT 06790 NONE 501C3 GENERAL OPERATIONS 1000 GOSHEN HOUSING TRUST PO BOX 511 GOSHEN CT 06756 NONE 501C3 GENERAL OPERATIONS 1000 FEEDING WESTCHESTER 200 CLEARBROOK ROAD ELMSFORD NY 10523 NONE 501C3 GENERAL OPERATIONS 5000 LAGOND MUSIC 9 HAVEN STREET ELMSFORD NY 10523 NONE 501C3 GENERAL OPERATIONS 7500 NEIGHBORS LINK 27 COLUMBUS AVE MT KISCO NY 10549 NONE 501C3 GENERAL OPERATIONS 5000 HUSDON RIVER MUSEUM 511 WARBURTON AVE YONKERS NY 10701 NONE 501C3 GENERAL OPERATIONS 5000 CENTER FOR MODERN PSYCHOANALYTIC STUDIES 16 W 10TH STREET NEW YORK NY 10011 NONE 501C3 GENERAL OPERATIONS 8000 ST ANDREW SCHOOL 350 NOXONTOWN STREET MIDDLETOWN DE 197091605 NONE 501C3 GENERAL OPERATIONS 5000 RETREAT FOUNDATION PO BOX 1235 STOWE VT 05672 NONE 501C3 GENERAL OPERATIONS 10000 CHARLOTTE HUNGERFORD HOSPITAL PHILANTHROPY DEPT 540 LITCHFIELD STREET TORRINGTON CT 06790 NONE 501C3 GENERAL OPERATIONS 5000 SOUL FIRE FARM 1972 ROUTE 2 PETERSBURG NY 12138 NONE 501C3 GENERAL OPERATIONS 1000 NEW ENGLAND GRASSROOTS ENVIRONMENTA FUND PO BOX 611 NEWMARKET NH 03857 NONE 501C3 GENERAL OPERATIONS 1000 NATIONAL YOUNG FARMER COALITION 481 BROADWAY STE 4 ALBANY NY 12207 NONE 501C3 GENERAL OPERATIONS 1000 CT FOREST & PARK ASSOC INC 16 MERIDAN RD ROCK FALL CT 064812961 NONE 501C3 GENERAL OPERATIONS 2000 142500 14 69953 18 26875 96828 96828 false false false false false false false false false false ACCOUNTING FEES 13750 13750 6974 SHS BROWN ADV SUSTAINABLE 3483 SHS CALVERT SMALL CAP 9532 SHS CALVERT US LRG CAP VALUE 20073 SHS CCM COMMUNITY IMPACT 8988.985 SHS DELAWARE CORPORATE BOND 4605 SHS GOLDMAN SACHS INTL 5102 SHS ISHARES ESG 1686 SHS ISHARES ESG AWARE MSCI 5871 SHS ISHARES US TREASURY BOND 2326 SHS NUVEEN ESG LARGE 9174 SHS NUVEEN ESG LARGE-CAP 1685 SHS SCHWAB LONG-TERM US 57799 SHS TIAA CREF CORE IMPACT 1611 SHS VANGUARD TOTAL INTERNATL 14599 SHS BLACKROCK LIQUIDITY FUND 14599 14599 5909 SHS BROWN ADV SUSTAINABLE 224156 347331 5626 SHS CALVERT SMALL CAP 182227 227065 8541 SHS CALVERT US LRG CAP VALUE 245696 312686 21443 SHS CCM COMMUNITY IMPACT 204387 203065 7494.985 SHS DELAWARE CORPORATE BOND 117247 116097 4409 SHS GOLDMAN SACHS INTL 120900 127156 4787 SHS ISHARES ESG 162211 165343 1595 SHS ISHARES ESG AWARE MSCI 107552 126531 5075 SHS ISHARES US TREASURY BOND 116146 116446 1925 SHS NUVEEN ESG LARGE 100303 170979 8462 SHS NUVEEN ESG LARGE-CAP 306560 366235 64309 SHS NUVEEN CORE IMPACT BD FD 601202 580710 1754 SHS VANGUARD TOTAL INTERNATL 85746 88665 ML BANK DEPOSIT PROGRAM AT COST 27000 27000 TRUST FEES 28265 28265 NY ANNUAL REPORT CHARITABLE ORG 250 250 EXCISE TAX ON INVESTMENT INCOME 748 748