2025-05-13T07:38:24-05:00 2024-12-31 060530830 SEWARD AND MONDE CPA'S 296 STATE STREET NORTH HAVEN CT 064732165 990PF 2024-01-01 133807627 THE MAURICE SENDAK FOUNDATION INC MAUR 2034389224 200 CHESTNUT HILL ROAD RIDGEFIELD CT 06877 LYNN CAPONERA PRESIDENT 2034389224 2025-05-08 1 1 GAYLE A CARBONE P01010777 2032489341 2024 2025-03-06 01:10:19Z X 164284395 X 143 X 413864 413864 349792 4595750 349792 1381937 1381937 2145736 2145593 247494 0 123747 314666 0 246364 56631 0 31187 147292 73646 73646 46879 23440 23439 288087 288087 0 65347 18983 26082 108723 0 161451 0 161451 50245 0 50245 2138 0 2138 274003 0 274003 1762956 404156 1012302 152307 152307 1915263 404156 1164609 230473 1741437 333470 160165 160165 49969 9261761 9690356 11483355 1894652 1718282 1707104 1266611 1461554 1320183 3340739 1094401 2233362 2246338 2246338 26807405 26807405 147367250 41847230 42084100 164284395 11317 17714 11317 17714 X 41835913 42066386 41835913 42066386 41847230 42084100 41835913 230473 0 42066386 0 42066386 MORGAN STANLEY - 046895 - SHORT-TERM 2024-12-31 40269 36551 3718 3718 MORGAN STANLEY - 046895 - LONG-TERM 2024-12-31 572997 554430 18567 18567 MORGAN STANLEY - 046883 - SHORT-TERM 2024-12-31 339855 313871 25984 25984 MORGAN STANLEY - 046883 - LONG-TERM 2024-12-31 1062444 899474 162970 162970 MORGAN STANLEY - 059146 - SHORT-TERM 2024-12-31 111042 111110 -68 -68 MORGAN STANLEY - 059146 - LONG-TERM 2024-12-31 1797029 1810952 -13923 -13923 MORGAN STANLEY - 078836 - SHORT-TERM 2024-12-31 534654 519570 15084 15084 CAPITAL GAINS DIVIDENDS P 137460 137460 137460 349792 24206 0 24206 0 24206 17400 0 0 0 17400 204 7010 0 0 0 0 0 0 0 0 0 0 1 1 CT DE 1 0 0 0 0 1 SENDAKFOUNDATION.ORG THE MAURICE SENDAK FOUNDATION INC 2034389224 200 CHESTNUT HILL ROAD RIDGEFIELD CT 06877 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 LYNN CAPONERA C/O MAURICE SENDAK FND 200 CHESTNUT HILL ROAD RIDGEFIELD CT 06877 PRESIDENT/TREASURER/EXECUTIVE DIRECTOR 45.00 247494 33617 0 DONA ANN MCADAMS C/O MAURICE SENDAK FND 200 CHESTNUT HILL ROAD RIDGEFIELD CT 06877 SECRETARY 1.00 0 0 0 MICHAEL DI CAPUA C/O MAURICE SENDAK FND 200 CHESTNUT HILL ROAD RIDGEFIELD CT 06877 DIRECTOR 1.00 0 0 0 AARON COHEN C/O MAURICE SENDAK FND 200 CHESTNUT HILL ROAD RIDGEFIELD CT 06877 DIRECTOR 1.00 0 0 0 SERGIO RUZZIER C/O MAURICE SENDAK FND 200 CHESTNUT HILL ROAD RIDGEFIELD CT 06877 DIRECTOR 1.00 0 0 0 JOSH SIEGEL C/O MAURICE SENDAK FND 200 CHESTNUT HILL ROAD RIDGEFIELD CT 06877 DIRECTOR 1.00 0 0 0 LEAH MCCLOSKEY 200 CHESTNUT HILL ROAD RIDGEFIELD CT 06877 DIRECTOR OF OPERATIO 40.00 136604 23162 0 JONATHAN WEINBERG 200 CHESTNUT HILL ROAD RIDGEFIELD CT 06877 CURATOR 30.00 124123 693 0 0 THE WYLIE AGENCY LLC 250 WEST 57TH STREET SUITE 2114 NEW YORK NY 10017 LITERARY AGENT 184865 SIMPSON THACHER & BARTLETT LLP 425 LEXINGTON AVENUE NEW YORK NY 10017 LEGAL 107451 0 THE MAURICE SENDAK FOUNDATION PROMOTES THE ARTISTIC LEGACY OF MAURICE SENDAK BY ENSURING HIS BOOKS ARE IN PRINT AND READILY AVAILABLE IN IDEAL EDITIONS, BY PRESERVING HIS HOME AND STUDIO AND BY EXHIBITING HIS ORIGINAL ART. WE NURTURE ILLUSTRATORS AND WRITERS IN THE FIELD OF CHILDREN'S LITERATURE, ESPECIALLY SUPPORTING EXCELLENCE IN THE ART OF THE PICTURE BOOK. DURING 2024, THE FOUNDATION FURTHERED THIS GOAL THROUGH ITS CONTINUED SUPPORT OF A RETROSPECTIVE EXHIBITION OF MAURICE SENDAK'S ART CALLED "WILD THINGS ARE HAPPENING: THE ART OF MAURICE SENDAK" DURING SPRING/SUMMER OF 2024 AT THE SKIRBALL CULTURAL CENTER IN LOS ANGELES, CA. THE EXHIBITION WAS THEN EXPANDED BY ANOTHER 200 PIECES OF ART AND RAN FROM OCTOBER 2024 THROUGH FEBRUARY 2025 AT THE DENVER MUSEUM OF ART IN DENVER, CO. THE FOUNDATION ALSO CONTINUED THE SENDAK FELLOWSHIP, THE YEARLY RESIDENCY PROGRAM THAT ENCOURAGES, TEACHES AND SUPPORTS ARTISTS WHO TELL STORIES WITH ILLUSTRATION. 1012302 CONTINUATION FROM ABOVE... THE SENDAK HOUSE AND ARCHIVE HOUSES THE COMPLETE COLLECTION OF SENDAK'S BOOKS AND ART AND SENDAK'S COLLECTION OF WORKS BY OTHER ARTISTS. IT ALSO CONTAINS ILLUSTRATIONS, MANUSCRIPTS, BOOKS AND RELATED MATERIALS THAT REPRESENT A WIDE RANGE OF SENDAK'S VISUAL CREATIVE OUTPUT. THE SENDAK HOUSE AND ARCHIVE IS A RESOURCE AND RESEARCH CENTER FOR CURATORS, SCHOLARS AND ARTISTS AND HOSTS MANY SUCH VISITORS EVERY YEAR. THE FOUNDATION CONTINUES ITS EFFORTS TO INVENTORY ALL OF THE ART, OBJECTS AND BOOKS IN SENDAK HOUSE AND ARCHIVE. 0 0 13722281 370949 163605 14256835 0 0 14256835 213853 14042982 702149 702149 24206 24206 677943 0 677943 0 677943 1164609 0 1164609 677943 0 0 601904 779595 637803 1531361 509806 4060469 1164609 0 0 0 677943 486666 0 0 4547135 0 0 0 0 0 0 601904 3945231 779595 637803 1531361 509806 486666 X COZBI CABRERA 828 JUDSON AVENUE 3 EVANSTON IL 60202 NONE I THE SENDAK FELLOWSHIP SUPPORTS ARTISTS WHO TELL STORIES WITH ILLUSTRATION. 5000 ROCO ARAYA GUTIERREZ 12 RUE DE CHATEAUBRIANT CORPS NUDS FR NONE I THE SENDAK FELLOWSHIP SUPPORTS ARTISTS WHO TELL STORIES WITH ILLUSTRATION. 7143 CHARLOTTE AGER 18 TUDOR ROAD FLAT 1 LONDON UK NONE I THE SENDAK FELLOWSHIP SUPPORTS ARTISTS WHO TELL STORIES WITH ILLUSTRATION. 7143 ELSEBETH CURRY NEWNHAM COLLEGE SIDGWICK AVENUE CAMBRIDGE UK NONE I THE SENDAK FELLOWSHIP SUPPORTS ARTISTS WHO TELL STORIES WITH ILLUSTRATION. 5000 CATHERINE VIOLET HUBBARD FOUNDATION 8 COMMERCE ROAD NEWTOWN CT 06470 501(C)(3) GENERAL OPERATIONS 125000 RIDGEFIELD LIBRARY 472 MAIN STREET RIDGEFIELD CT 06877 NC GENERAL OPERATIONS 521 NATIONAL COALITION AGAINST CENSORSHIP 29 BROADWAY 1400 NEW YORK NY 10006 501(C)(3) GENERAL OPERATIONS 2500 152307 0 14 413864 15 1381937 18 349792 0 2145593 0 2145593 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 46879 23440 23439 LAND 2013-07-12 300000 L 0 0 200 CHESTNUT HILL ROAD 2013-07-12 1200000 412716 SL 27.500000000000 43636 0 FURNITURE & FIXTURES 2017-01-01 5863 5863 200DB 5.000000000000 0 0 OFFICE FURNITURE 2017-01-01 2604 2512 200DB 7.000000000000 92 0 ARCHIVE ADDITION 2018-03-15 1406550 296227 SL 27.500000000000 51147 0 OFFICE FURNITURE 2019-12-30 18206 18206 200DB 7.000000000000 0 0 OFFICE FURNITURE 2020-12-01 6300 6300 200DB 7.000000000000 0 0 GARAGE RENOVATIONS 2020-12-30 75275 75275 150DB 15.000000000000 0 0 IMPROVEMENTS 2021-10-15 46763 46763 SL 15.000000000000 0 0 IMPROVEMENTS 2022-04-30 28369 28369 SL 15.000000000000 0 0 COMPUTERS 2022-09-15 8396 8396 200DB 5.000000000000 0 0 IMPROVEMENTS 2022-09-30 37218 37218 SL 15.000000000000 0 0 IMPROVEMENTS 2022-11-30 6220 6220 SL 15.000000000000 0 0 CAMERAS & EQUIPMENT 2022-06-15 5014 5014 200DB 5.000000000000 0 0 OFFICE FURNITURE 2022-09-30 2940 2940 200DB 7.000000000000 0 0 GARAGE RENOVATIONS 2022-09-15 12597 12597 150DB 15.000000000000 0 0 FURNITURE & FIXTURES 2022-07-31 17036 17036 200DB 5.000000000000 0 0 SHELVING 2023-01-26 2885 577 200DB 5.000000000000 923 0 HUMIDIFIER - ARCHIVE 2023-04-04 11500 1643 200DB 7.000000000000 2816 0 PUMP 2023-05-10 5824 832 200DB 7.000000000000 1426 0 LAND IMPROVEMENTS 2023-08-08 19480 974 150DB 15.000000000000 1851 0 STUDIO BUILDING 2024-07-01 32164 SL 27.500000000000 585 0 LAND IMPROVEMENTS 2024-07-01 31880 150DB 15.000000000000 1594 0 4 STUDIO BUILDINGS 2025-05-01 20850 SL 27.500000000000 0 0 WINDOWS 2024-03-14 10278 SL 27.500000000000 311 0 GENERATOR 2024-11-18 11350 200DB 7.000000000000 1621 0 HUMIDIFIER 2024-03-19 5501 200DB 7.000000000000 786 0 COMPUTERS 2024-07-02 9676 200DB 5.000000000000 1935 0 BANK OF AMERICA CORP 340413 351190 CITIGROUP INC. 435236 424324 JPMORGAN CHASE & CO 96175 99554 BANK OF NEW YORK MELLON CORP 290772 293211 CHARLES SCHWAB CORP 197261 194152 PNC FIN SERVICES GROUP INC 256746 245983 US BANCORP 101679 98690 ABBVIE INC. 17793 26122 AMGEN INC. 25976 27628 BANK OF AMERICA CORP 103789 134311 BLACKROCK INC. 62527 90210 BROADCOM INC. 29813 39876 CME GROUP INC. 22993 24849 COLGATE PALMOLIVE CO. 49540 58637 CROWN CASTLE INC. 67061 52096 EXXON MOBIL CORP 70945 91112 HOME DEPOT INC. 69004 92969 HONEYWELL INTL INC. 103320 120625 JOHNSON & JOHNSON 106541 94003 JPMORGAN CHASE & CO 80016 140230 MICROSOFT CORP 107852 109590 NEXTERA ENERGY INC. 40404 42082 NORTHROP GRUMMAN 39414 39420 PROCTOR & GAMBLE 48254 55492 PROLOGIS INC. 81910 73462 SEMPRA 36410 43071 SHERWIN WILLIAMS COMPANY 80557 98240 T-MOBILE US INC. 54352 79503 UNITEDHEALTH GROUP INC. 43128 52609 SPDR BLOOMBERG 1-3 MONTH T-B 13202 13179 ALGER SMALL CAP FOCUS Z 229524 227335 COLUMBIA DIVIDEND INCOME INST 197422 214931 COLUMBIA SELECT LG CAP GW I 326835 329988 JPMORGAN MID CAP VALUE 222097 215691 MFS INTL DIVERSIFICATION I 488917 561776 MFS NEW DISCOVERY I 216170 208138 MSIF GROWTH I 236853 424826 FIRST TR VALU.LN DIV IDX 146961 173905 FIRST TRUST DEVELP MKT EX 236745 231030 ISHARES MSCI EMERGING MKTS ETF 123285 124582 ISHARES RUSSELL 2000 GROWTH ETF 227167 284654 ISHARES RUSSELL 2000 VALUE ETF 193013 248389 ISHARES RUSSELL MIDCAP G ETF 161185 247036 ISHARES S&P MID-CAP 400 V ETF 148649 216681 ISHARES U.S. HEALTHCARE ETF 150253 190834 ISHARES US BASIC MATERIALS ETF 32453 43527 ISHARES US ENERGY ETF 77943 141905 ISHARES US FINANCIALS ETF 296050 460897 ISHARES US TELECOMM ETF 44483 38743 PROSHARES EAFE DVD GROWERS 99553 89537 VANGUARD CONSUMER STAPLES ET ETF 123880 155998 VANGUARD CONSUMER DSC ETF 116089 209462 VANGUARD INDUSTRIALS ETF 130502 207074 VANGUARD INFO TECH ETF 233753 527286 VANGUARD REAL ESTATE ETF 36646 34830 VANGUARD UTILITIES ETF 40702 43960 COLUMBIA SELECT LG CAP GW I 278549 281229 MSIF GROWTH I 332528 372048 MORGAN STANLEY 127410 125950 MORGAN STANLEY 202857 201840 ARES CAPITAL CORP 39006 43780 BLACKROCK FLT RTE INC 231612 247500 E V ADV FLOATING RATE A 446209 431848 MSILF GOVERNMENT PTF INST 40547 40547 ALPHABET INC. 112990 133268 ANALOG DEVICES INC. 50309 46529 AT&T INC. 24917 24705 BANK OF NEW YORK MELLON CORP 20100 19745 CHENIERE ENERGY INC. 22532 27933 CHUBB LTD 38733 44484 CONSTELLATION ENERGY CORP. 33366 36465 DELL TECHNOLOGIES INC. 30748 31576 EATON CORP. 35908 33187 FREEPORT-MCMORAN 28314 21363 GENL DYNAMICS CORP 26753 23451 GOLDMAN SACHS GRP INC. 62716 88756 M&T BANK CORP 43374 47567 MCDONALDS CORP 31387 33627 MERCK & CO 42994 38001 SCHLUMBERGER LTD 31065 24499 STARBUCKS CORP 56659 56210 INVESCO QQQ TRUST 110024 129852 KLAVIYO INC. 25904 32002 FT VEST S&P 500 DIVIDEND 255283 243519 GUGGENHEIM TOTAL RETURN BD C 253393 254410 ADOBE INC. 32309 26136 ADVANCED MICRO DEVICES 30282 19447 AMAZON INC. 71677 87756 APPLE INC. 76848 108682 ARES MANAGEMENT CORP 20959 25315 ATLASSIAN CORPORATION 21056 27259 BLOCK INC 35478 39265 CADENCE DESIGN SYSTEM 16647 20507 CHEWY INC. 6311 11722 DEXCOM INC. 18266 13143 DOORDASH INC. 19236 22311 ELI LILLY & CO. 34896 34079 FIRST SOLAR INC. 10052 8980 GE VERNOVA INC. 11100 13907 IDEXX LABS 22689 21631 L3HARRIS TECHNOLOGIES INC. 17097 17127 META PLATFORMS INC. 30916 35687 NETFLIX INC. 14802 21614 NVIDIA CORPORATION 75616 118175 PINTEREST INC. 12410 10208 SHOPIFY INC. 13415 19246 SPOTIFY TECHNOLOGY 16416 26631 TERADYNE INC. 10543 11339 TESLA INC. 11142 22167 TRANSDIGM GROUP INC. 16429 15702 TWILIO INC. 17091 20968 UBER TECHNOLOGIES INC. 35122 28531 VISA INC. 34256 37925 WORKDAY INC. 29177 29673 UNIT FTP S&P DIVIDEND ARISTOCRATS TARGET AT COST 473882 499564 UNIT FTP S&P DIVIDEND ARISTOCRATS TARGET AT COST 149898 143558 COUNTERPOINT VENTURE FEEDER AT COST 449910 273528 NB SELECT OPPS VI AT COST 332864 348533 NB SELECT OPPS VI CPV AT COST 55000 55000 LAND 300000 0 300000 200 CHESTNUT HILL ROAD 1200000 456352 743648 FURNITURE & FIXTURES 5863 5863 0 OFFICE FURNITURE 2604 2604 0 ARCHIVE ADDITION 1406550 347374 1059176 OFFICE FURNITURE 18206 18206 0 OFFICE FURNITURE 6300 6300 0 GARAGE RENOVATIONS 75275 75275 0 IMPROVEMENTS 46763 46763 0 IMPROVEMENTS 28369 28369 0 COMPUTERS 8396 8396 0 IMPROVEMENTS 37218 37218 0 IMPROVEMENTS 6220 6220 0 CAMERAS & EQUIPMENT 5014 5014 0 OFFICE FURNITURE 2940 2940 0 GARAGE RENOVATIONS 12597 12597 0 FURNITURE & FIXTURES 17036 17036 0 SHELVING 2885 1500 1385 HUMIDIFIER - ARCHIVE 11500 4459 7041 PUMP 5824 2258 3566 LAND IMPROVEMENTS 19480 2825 16655 STUDIO BUILDING 32164 585 31579 LAND IMPROVEMENTS 31880 1594 30286 4 STUDIO BUILDINGS 20850 0 20850 WINDOWS 10278 311 9967 GENERATOR 11350 1621 9729 HUMIDIFIER 5501 786 4715 COMPUTERS 9676 1935 7741 LEGAL FEES 147292 73646 73646 WORKS OF ART BY MAURICE SENDAK 19474800 19474800 89211325 ANTIQUES AND CERAMICS 600000 600000 491325 MICKEY MOUSE COLLECTIBLES 163605 163605 88200 WORKS OF ART NOT BY MAURICE SENDAK 6500000 6500000 57507400 RARE EDITION BOOKS 69000 69000 69000 OUTSIDE SERVICES 81280 0 81280 INSURANCE 61785 0 61785 STORAGE 39227 0 39227 DESIGN SERVICES 15149 0 15149 FELLOWSHIP EXPENSES 33776 0 33776 OFFICE EXPENSES 25401 0 25401 FOOD 11673 0 11673 ART HANDLING AND MOVING 1956 0 1956 ARCHIVING AND CONSERVATION 479 0 479 BUSINESS GIFTS 1638 0 1638 LICENSES AND FEES 1639 0 1639 ROYALTY INCOME 1246413 1246413 1246413 LICENSING RIGHTS 90741 90741 90741 OTHER INCOME 13837 13837 13837 EXHIBITION INCOME 30946 30946 30946 CREDIT CARD PAYABLE 11317 17714 INVESTMENT FEES 101636 101636 0 COMMISSIONS 186451 186451 0 PAYROLL 46364 0 26082 FEDERAL 990-PF 18983 18983 0