2025-05-06T10:56:25-05:00 2024-12-31 132709344 SHEEHAN & COMPANY CPA PC 165 ORINOCO DRIVE BRIGHTWATERS NY 11718 990PF 2024-01-01 136983078 WOODSHOUSE FOUNDATION WOOD 2122966237 1 FAWCETT PLACE GREENWICH CT 06830 WENDE RACTLIFFE OFFICER 2122966237 2025-04-29 1 1 CYNTHIA BARRY P01281408 6316657040 2024 2025-03-06 01:10:19Z X 13486252 X X 122685 122685 796562 2044286 796562 3441 3441 922688 922688 0 0 0 350 350 0 7500 7500 0 1000 1000 0 1560 1560 0 63635 63635 0 74045 74045 0 1070650 1070650 1144695 74045 1070650 -222007 848643 661761 439391 439391 500109 384766 399548 4502420 4608089 12637276 0 10037 10037 5664290 5442283 13486252 0 0 X 1211514 1211514 0 0 4452776 4230769 5664290 5442283 5664290 5442283 5664290 -222007 0 5442283 0 5442283 PUBLICLY TRADED SECURITIES - THROUGH MORGAN STANLEY ACCOUNT P 513407 434399 79008 79008 PUBLICLY TRADED SECURITIES - THROUGH MORGAN STANLEY ACCOUNT P 93140 46562 46578 46578 PUBLICLY TRADED SECURITIES - THROUGH MORGAN STANLEY ACCOUNT P 14439 15874 -1435 -1435 PUBLICLY TRADED SECURITIES - THROUGH MORGAN STANLEY ACCOUNT P 422845 207195 215650 215650 PUBLICLY TRADED SECURITIES - THROUGH MORGAN STANLEY ACCOUNT P 102187 24570 77617 77617 PUBLICLY TRADED SECURITIES - THROUGH MORGAN STANLEY ACCOUNT P 62122 56994 5128 5128 PUBLICLY TRADED SECURITIES - THROUGH MORGAN STANLEY ACCOUNT P 678170 440897 237273 237273 PUBLICLY TRADED SECURITIES - THROUGH MORGAN STANLEY ACCOUNT P 157976 21233 136743 136743 796562 11796 0 11796 0 11796 12302 0 0 0 12302 0 506 506 0 0 0 0 0 0 0 0 0 0 0 1 1 CT 1 0 0 0 0 1 N/A WENDE RACTLIFFE THOMAS FRAME 2122966237 ONE FAWCETT PLACE GREENWICH CT 06830 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 WENDE RACTLIFFE 119 FERN HILL ROAD GHENT NY 12075 TRUSTEE 1.00 0 0 0 GRETCHEN BIGGS 15 FENWAY ROAD WESTERLY RI 02891 TRUSTEE 1.00 0 0 0 BARTON W BIGGS 4026 RIVER ROAD FABER VA 22938 TRUSTEE 1.00 0 0 0 THOMAS FRAME 1 FAWCETT PLACE GREENWICH CT 06830 INVESTMENT MANAGER 10.00 0 0 0 NONE 0 NONE 0 0 12707549 322448 0 13029997 0 0 13029997 195450 12834547 641727 641727 11796 11796 629931 0 629931 0 629931 1070650 0 1070650 629931 0 0 522085 317972 674370 827893 580171 2922491 1070650 0 0 0 629931 440719 0 0 3363210 0 0 0 0 0 0 522085 2841125 317972 674370 827893 580171 440719 X ANTHROPOSOPHIC PRESS INC DBA STEINER BOOKS PO BOX 58 HUDSON NY 12534 NONE 501(C)3 TO SUPPORT THE ORGANIZATION'S MISSION 160850 ASHEVILLE WALDORF SCHOOL 376 HENDERSONVILLE RD ASHEVILLE NC 28803 NONE 501(C)3 TO SUPPORT THE ORGANIZATION'S MISSION 20000 ASSOCIATE CREER SON EC 89 BOULEVARD VOLTAIRE PARIS FR 75011 NONE 501(C)3 TO SUPPORT THE ORGANIZATION'S MISSION 50000 BONSENS ORG 10 RUE CIGOGNES ENTZHEIM FR 67960 NONE 501(C)3 TO SUPPORT THE ORGANIZATION'S MISSION 50000 CHAPEL YORK US FOUNDATION 1350 AVENUE OF AMERICAS FLOOR 2 STE 266 NEW YORK NY 10019 NONE 501(C)3 TO SUPPORT THE ORGANIZATION'S MISSION 100000 CHILDRENS VILLAGE ONE ECHO HILLS DOBBS FERRY NY 10522 NONE 501(C)3 TO SUPPORT THE ORGANIZATION'S MISSION 50000 CHORUS OF WESTERLEY 119 HIGH STREET WESTERLY RI 02891 NONE 501(C)3 TO SUPPORT THE ORGANIZATION'S MISSION 7000 ENVIRONMENTAL WORKING 1250 I STREET NW SUITE 1000 WASHINGTON DC 20005 NONE 501(C)3 TO SUPPORT THE ORGANIZATION'S MISSION 20000 EPIPHANY SCHOOL ATTN - LORI BRITTON 154 CENTRE STREET DORCHESTER CENTER MA 02124 501(C)3 TO SUPPORT THE ORGANIZATION'S MISSION. THE ORGANIZATION DONATED $10,000 ON 12/20/23 TO EPICHANY SCHOOL. THE CHECK WAS RECREDITED TO THE ORGANIZATION IN 2024 ON 7/1/24 RESULTING IN THE NEGATIVE CONTRIBUTION OF $10,000. -10000 FOREIGN POLICY ASSOCIATION 470 PARK AVENUE SOUTH NEW YORK NY 10016 NONE 501(C)3 TO SUPPORT THE ORGANIZATION'S MISSION 50000 IDAHO OUTFITTERS & GUIDE ASSOC INC 9450 W FAIRVIEW AVE STE 110 BOISE ID 83704 NONE 501(C)6 TO SUPPORT THE ORGANIZATION'S MISSION 25000 IMPACT SOCIETY GLOBAL 110 E 25TH ST NEW YORK CITY NY 10010 NONE 501(C)3 TO SUPPORT THE ORGANIZATION'S MISSION 22000 INSTITUTE OF ECOTECHNICS 1 BLUEBIRD COURT SANTA FE NM 87508 NONE 501(C)3 TO SUPPORT THE ORGANIZATION'S MISSION 2300 INTERNET ARCHIVE 300 FUNSTON AVENUE SAN FRANCISCO CA 941182116 NONE 501(C)3 TO SUPPORT THE ORGANIZATION'S MISSION 2000 LAKOTA WALDORF SOCIETY PO BOX 527 KYLE SD 57752 NONE 501(C)3 TO SUPPORT THE ORGANIZATION'S MISSION 20000 LIBRARY CIRCLE OF FRIENDS PO BOX 133 PHILMONT NY 12565 NONE 501(C)3 TO SUPPORT THE ORGANIZATION'S MISSION 100000 MEADOWBROOK WALDORF SCHOOL 300 KINGSTON ROAD KINGSTON RI 02892 NONE 501(C)3 TO SUPPORT THE ORGANIZATION'S MISSION 7000 MILWAUKEE MONTESSORI SOCIETY INC 345 NORTH 95TH STREET MILWAUKEE WI 53226 NONE 501(C)3 TO SUPPORT THE ORGANIZATION'S MISSION 100000 NATURAL TRANSITION INSTITUTE 780 QUINCE CIRCLE BOULDER CO 80304 NONE 501(C)3 TO SUPPORT THE ORGANIZATION'S MISSION 19000 NORTH BRANCH SCHOOL 221 MICKENS ROAD AFTON VA 22920 NONE 501(C)3 TO SUPPORT THE ORGANIZATION'S MISSION 124000 QUINCY INSTITUTE FOR RESPONSIBLE STATECRAFT 2000 PENNSYLVANIA AVE 7000 WASHINGTON DC 20006 NONE 501(C)3 TO SUPPORT THE ORGANIZATION'S MISSION 50000 REAL ORGANIC PROJECT INC 82 WILSON ROAD EAST THETFORD VT 05043 NONE 501(C)3 TO SUPPORT THE ORGANIZATION'S MISSION 35000 REGENERATIVE AGRICULTURE PO BOX 7276 MINNEAPOLIS MN 554079998 NONE 501(C)3 TO SUPPORT THE ORGANIZATION'S MISSION 3500 RESCUE THE WEST INC 7200 THANNAS WAY AUSTIN TX 78744 NONE 501(C)3 TO SUPPORT THE ORGANIZATION'S MISSION 10000 RIVER VALLEY FOUNDATION 4 COUNTRY WALK HIGGANUM CT 06441 NONE 501(C)3 TO SUPPORT THE ORGANIZATION'S MISSION 10000 SCIENTIFIC ALLIANCE FOR EDUCATION 561 SHUNPIKE ROAD SHEFFIELD MA 01257 NONE 501(C)3 TO SUPPORT THE ORGANIZATION'S MISSION 10000 THE WEEKAPAUG FOUNDATION FOR PO BOX 3067 WESTERLY RI 02891 NONE 501(C)3 TO SUPPORT THE ORGANIZATION'S MISSION. THE ORGANIZATION DONATED TO WEEKAPAUG FOUNDATION FOR $5,000 ON 11/30/23, THE CHECK GOT RECREDITED BACK TO THE ORGANIZATION ON 6/3/24. THE ORGANIZATION MADE A $3,000 DONATION IN 2024 ON 9/30/24, RESULTING IN A NEGATIVE CONTRIBUTION ON $2,000. -2000 USC EDUCATIONAL FOUNDATION 1027 BARNWELL STREET COLUMBIA SC 29208 NONE 501(C)3 TO SUPPORT THE ORGANIZATION'S MISSION 35000 1070650 0 14 122685 796562 ROYALTIES 2551 CLASS ACTION PAYMENT 900099 890 0 122685 800003 922688 8 THE FOUNDATION IS SOLELY A GRANT-MAKING ORGANIZATION AND INVESTS FUNDS TO PRODUCE INCOME TO MAKE SUCH GRANTS AND TO PAY EXPENSES OF ADMINISTERING THE FOUNDATION. THE AMOUNT SHOWN ON LINE 8 IS NOT DERIVED FROM ANY "TRADE OR BUSINESS" CONDUCTED BY THE FOUNDATION, BUT MERELY REFLECTS A NORMAL RETURN ON THE FOUNDATION'S ASSETS. 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 7500 7500 0 4550 ALPHABET INC CL C (GOOGL) 181693 866502 2000 ALPHABET INC CL A (GOOGL) 36158 378600 4725 AMAZON 471297 1036618 135 AUTOZONE 155468 432270 1250 MASTERCARD 65807 658213 875 AUTOMATIC DATA PROCESSING INC (ADP) 222407 256139 1775 VISA 66288 560971 3200 APPLE 58475 801344 257 MARKEL 220098 443641 1290 STRYKER CORP 89187 464465 882 THERMO FISHER SCIENTIFIC 77095 458843 1870 BERKSHIRE HATHAWAY 272589 847634 1405 META PLATFORMS INC CL A (FB) 157270 822642 2601 MICROSOFT CORP 122841 1096322 1500 JOHNSON & JOHNSON (JNJ) 192149 216930 1870 JPMORGAN CHASE & CO (JPM) 182653 448258 1700 UNION PACIFIC 171540 387668 3050 FISERV INC COM (FISV) 337368 626531 1050 HOME DEPOT (HD) 292259 408440 880 S&P GLOBAL INC COM (SPGI) 326633 438266 250 UNITED HEALTH GP INC (UNH) 131796 126465 400 ASML HOLDING NV NY REG NEW (ASML) 289794 277232 1895 OLD DOMINION FREIGHT LINE (ODFL) 292258 334278 415 MSCI INC COM (MSCI) 194966 249004 384766 399548 0 0 HONEYCOMB - IMBY NEWSPAPER AT COST 10037 10037 LEGAL FEES 350 350 0 INVESTMENT EXPENSES 63635 63635 0 ROYALTIES 2551 2551 2551 CLASS ACTION PAYMENT 890 890 890 CONSULTING FEES 1000 1000 0 FOREIGN TAXES 1560 1560 0