2025-11-05T15:31:52-06:00 2025-06-30 134146129 PIACENTE & STANO CPAS LLP 55 CHURCH ST STE 207 WHITE PLAINS NY 106011911 990PF 2024-07-01 061439255 THE MACAULEY FOUNDATION INC MACA 2032633816 371 BASSET RD WATERTOWN CT 06795 ANNIE YATES EXEC DIRECTOR 2032633816 2025-11-04 1 0 PETER D STANO P00189563 9149493900 2024 2025-03-06 01:10:19Z X 11260351 X 2066805 329485 329485 72503 2502260 72503 2468793 401988 49760 2488 0 5200 5200 0 29 29 0 8274 214 0 28928 24894 0 92191 32825 0 639731 639731 731922 32825 639731 1736871 369163 174909 220164 220164 7971468 9661360 11040187 4843 4843 8146377 9881524 11260351 1724 0 1724 0 X 8144653 9881524 8144653 9881524 8146377 9881524 8144653 1736871 0 9881524 0 9881524 TESLA P 2023-11-24 2024-08-19 16576 17534 -958 -958 ARIES CAP P 2024-07-24 2024-08-20 9891 9899 -8 -8 VANECK INCOME ETF P 2024-07-24 2024-08-20 6444 6676 -232 -232 UNITED STATES TREASURY NOTE P 2023-11-06 2024-11-02 49412 49412 0 0 UNITEDHEALTH GROUP P 2024-11-11 2024-12-04 30889 30820 69 69 DFA EMERGING MKTS P 2024-08-29 27385 25093 2292 2292 DFA INTL CORE EQUITY P 2024-08-29 114385 102228 12157 12157 DFA SHORT TERM EXT P 2024-08-29 36685 36319 366 366 DFA US CORE EQUITY P 2024-08-29 259385 215582 43803 43803 DODGE & COX INCOME P 2024-08-29 67485 64063 3422 3422 JPMORGAN CORE BOND P 2024-08-29 123300 118698 4602 4602 BLACKROCK INNOV & GROWTH P 2024-08-14 7275 17544 -10269 -10269 UNION PACIFIC P 2024-08-14 5972 5133 839 839 HONEYWELL P 2024-08-26 20332 19205 1127 1127 AMBARELLA INC P 2024-08-29 5834 5326 508 508 BLACKROCK INNOV & GROWTH P 2024-08-29 14630 35088 -20458 -20458 COHEN & STEERS TAX ADV P 2024-08-29 25424 30992 -5568 -5568 COMPASS DIVERSIFIED P 2024-08-29 32658 24347 8311 8311 COSTCO WHOLESALE P 2024-08-29 44454 7898 36556 36556 ISHARES SEL DIV ETF P 2024-08-30 13330 11844 1486 1486 ISHARES MSCI EAFE ETF P 2024-08-30 20782 14080 6702 6702 JPMORGAN CHASE P 2024-08-30 11150 4216 6934 6934 SPDR DOW JONES INDL AVG ETF P 2024-08-30 62124 49148 12976 12976 WALMART INC P 2024-08-30 1909 1076 833 833 BLACKROCK INNOV & GROWTH P 2024-09-06 7194 17544 -10350 -10350 BLACKROCK INNOV & GROWTH P 2024-09-13 7370 17544 -10174 -10174 BLACKROCK INNOV & GROWTH P 2024-09-16 7310 17544 -10234 -10234 BLACKROCK INNOV & GROWTH P 2024-09-26 7585 17544 -9959 -9959 CARRIER GLOBAL P 2024-09-13 19147 7632 11515 11515 ISHARES FLOATING RATE ETF P 2024-09-13 7636 7635 1 1 CENCORA INC P 2024-11-14 24615 8532 16083 16083 BP PLC P 2024-11-14 14515 14008 507 507 BLACKROCK INNOV & GROWTH P 2024-11-14 15580 35088 -19508 -19508 UNITEDHEALTH GROUP P 2024-12-04 30889 27247 3642 3642 UNION PACIFIC P 2025-04-28 26709 27542 -833 -833 WALMART INC P 2025-04-28 33571 14874 18697 18697 EXXON MOBIL P 2025-04-30 10841 8394 2447 2447 DFA S/T EXT QUAL INST P 2025-05-30 471575 466681 4894 4894 DODGE & COX INCOME P 2025-05-30 810012 806837 3175 3175 BASIS ADJUSTMENTS P 32890 -32890 -32890 72503 5131 0 5131 0 5131 3600 0 0 0 3600 0 1531 0 0 0 0 0 0 0 0 0 0 1 1 CT 1 0 0 0 0 1 THEMACAULEYFOUNDATION.COM THE MACAULEY FOUNDATION 2032633816 371 BASSETT RD WATERTOWN CT 06798 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ANNE YATES 371 BASSET RD WATERTOWN CT 06795 EXECUTIVE DIRECTOR 25.00 49760 0 0 MELINDA RICE MACAULEY 10 LA COSTA CIRCLE WEST PALM BEACH FL 33401 PRESIDENT AND DIRECTOR 0.00 0 0 0 ROBERT C MACAULEY JR 175 HILLS POINT ROAD CHARLOTTE VT 05455 DIRECTOR 0.00 0 0 0 ANNE MARIE WEIRETHER 1 EAST HAYESTOWN ROAD UNIT 79 DANBURY CT 06811 SECRETARY AND DIRECTOR 0.00 0 0 0 DR BART RICE 92-1001 ALIINUI DRIVE 9D KAPOLEI HI 96707 DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 0 9452207 457684 0 9909891 0 0 9909891 148648 9761243 488062 488062 5131 5131 482931 0 482931 0 482931 639731 0 639731 482931 0 0 352567 449055 440708 337321 264795 1844446 639731 0 0 0 482931 156800 0 0 2001246 0 0 0 0 0 0 352567 1648679 449055 440708 337321 264795 156800 X AMERICARES 88 HAMILTON AVE STAMFORD CT 06902 NONE PC AN UNRESTRICTED CONTRIBUTION TO ASSIST THEM WITH THEIR ACTIVITIES 15000 AMERICARES FREE CLINICS 88 HAMILTON AVE STAMFORD CT 06902 NONE PC AN UNRESTRICTED CONTRIBUTION TO ASSIST THEM WITH THEIR ACTIVITIES 175000 CHRISTIAN APPALACHIAN PROJECT 2528 PALUMBO DRIVE LEXINGTON KY 40509 NONE PC AN UNRESTRICTED CONTRIBUTION TO ASSIST THEM WITH THEIR ACTIVITIES 30000 CONNECTICUT FOODSHARE 2 RESEARCH PARKWAY WALLINGFORD CT 06492 NONE PC AN UNRESTRICTED CONTRIBUTION TO ASSIST THEM WITH THEIR ACTIVITIES 25000 EDUCATION AND HOPE PO BOX 486 NORWALK CT 06856 NONE PC AN UNRESTRICTED CONTRIBUTION TO ASSIST THEM WITH THEIR ACTIVITIES 10000 EL PORVENIR 80 GARDEN CENTER SUITE 135 BROOMFIELD CO 80020 NONE PC AN UNRESTRICTED CONTRIBUTION TO ASSIST THEM WITH THEIR ACTIVITIES 15000 FAMILY PROMISE 71 SUMMIT AVENUE SUMMIT NJ 07901 NONE PC AN UNRESTRICTED CONTRIBUTION TO ASSIST THEM WITH THEIR ACTIVITIES 20000 FRATERNITE NOTRE DAME 2290 FIRST AVENUE NEW YORK NY 10035 NONE PC AN UNRESTRICTED CONTRIBUTION TO ASSIST THEM WITH THEIR ACTIVITIES 24000 HAITIAN HEALTH FOUNDATION 97 SHERMAN STREET NORWICH CT 06360 NONE PC AN UNRESTRICTED CONTRIBUTION TO ASSIST THEM WITH THEIR ACTIVITIES 50000 HAWAII FOODBANK 2611 KILIHAU STREET HONOLULU HI 96809 NONE PC AN UNRESTRICTED CONTRIBUTION TO ASSIST THEM WITH THEIR ACTIVITIES 25000 JOHNS HOPKINS CENTER FOR AMERICAN INDIAN HEALTH 415 N WASHINGTON STREET BALTIMORE MD 21231 NONE PC AN UNRESTRICTED CONTRIBUTION TO ASSIST THEM WITH THEIR ACTIVITIES 30000 MERCY SHIPS 15862 STATE HIGHWAY 110 NORTH LINDALE TX 75771 NONE PC AN UNRESTRICTED CONTRIBUTION TO ASSIST THEM WITH THEIR ACTIVITIES 25000 OREGON FOOD BANK 7900 NE 33RD DRIVE PORTLAND OR 97211 NONE PC AN UNRESTRICTED CONTRIBUTION TO ASSIST THEM WITH THEIR ACTIVITIES 25000 GOOD COUNSEL INC PO BOX 6068 HOBOKEN NJ 07030 NONE PC AN UNRESTRICTED CONTRIBUTION TO ASSIST THEM WITH THEIR ACTIVITIES 20000 RESTAVEK FREEDOM FOUNDATION 11160 KENWOOD ROAD CINCINNATI OH 45242 NONE PC AN UNRESTRICTED CONTRIBUTION TO ASSIST THEM WITH THEIR ACTIVITIES 15000 SHARE AFRICA PO BOX 263 NYACK NY 10960 NONE PC AN UNRESTRICTED CONTRIBUTION TO ASSIST THEM WITH THEIR ACTIVITIES 30000 THE DANANG PROJECT 5645 GRANT LORENZ ROAD EXCELSIOR MN 55331 NONE PC AN UNRESTRICTED CONTRIBUTION TO ASSIST THEM WITH THEIR ACTITIVIES 15000 THE DENAN PROJECT INC PO BOX 543 WOODBURY CT 06798 NONE PC AN UNRESTRICTED CONTRIBUTION TO ASSIST THEM WITH THEIR ACTIVITIES 50000 THE KELLERMANN FOUNDATION PO BOX 832809 RICHARDSON TX 75083 NONE PC AN UNRESTRICTED CONTRIBUTION TO ASSIST THEM WITH THEIR ACTIVITIES 33000 UNIVERSITY OF LYNCHBURG 1501 LAKESIDE DRIVE LYNCHBURG VA 24501 NONE PC AN UNRESTRICTED CONTRIBUTION TO ASSIST THEM WITH THEIR ACTIVITIES 7731 639731 0 14 329485 18 72503 0 329485 72503 401988 8 THE INVESTMENT INCOME AND SALES OF SECURITIES PROVIDE FUNDS WHICH ARE DISBURSED TO CHARITABLE ORGANIZATIONS. 0 0 0 0 0 0 0 0 0 0 X X 1 2017 MACAULEY FAMILY CLAT 10 LA COSTA CIRCLE WEST PALM BEACH FL 33401 2066805 X PIACENTE & STANO CPA'S LLP-PREPARATION OF 990PF 5200 5200 0 STOCKS, MUTUAL FUNDS, ETC 9661360 11040187 OFFICE EXP 2631 0 0 ASSET MANAGEMENT FEES 24820 24820 0 WORKERS COMPENSATION INSURANCE 303 15 0 PAYROLL SERVICE FEES 1174 59 0 PAYROLL EXCHANGE 1724 0 PAYROLL TAXES 4276 214 0 FEDERAL INCOME TAX 3998 0 0