WILLIAM CASPAR GRAUSTEIN MEMORIAL FUND: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: WILLIAM CASPAR GRAUSTEIN MEMORIAL FUND (EIN 04-6037391)
Tax period: 2021-01-01 to 2021-12-31
Filed: 2022-11-15
IRS object ID: 202233199349103568
Schema version: 2021v4.2
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Schedule B
Accounting Fees Schedule
Depreciation Schedule
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Investments Govt Obligations Sch
Investments Other Schedule2
Land Etc Schedule2
Legal Fees Schedule
Other Assets Schedule
Other Expenses Schedule
Other Income Schedule2
Other Increases Schedule
Other Liabilities Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2022-11-15T11:05:52-06:00	ReturnTs
Tax Period End	2021-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	061386456	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	T M BYXBEE COMPANY PC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	P O BOX 187169	AddressLine1Txt
City	HAMDEN	CityNm
State Abbreviation	CT	StateAbbreviationCd
ZIP	06518	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2021-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	046037391	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	WILLIAM CASPAR GRAUSTEIN MEMORIAL FUND	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	WILL	BusinessNameControlTxt
Phone	2032303330	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2319 WHITNEY AVENUE 2B	AddressLine1Txt
City	HAMDEN	CityNm
State Abbreviation	CT	StateAbbreviationCd
ZIP	06518	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	DAVID ADDAMS	PersonNm
Person Title	EXECUTIVE DIRECTOR	PersonTitleTxt
Phone	2032303330	PhoneNum
Signature	2022-05-13	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	DAVID	PersonFirstNm
Person Last	ADDAMS	PersonLastNm

Field	Value	IRS element (for citing)
SSN	XXX-XX-XXXX	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	PAMELA J MATOCHA	PreparerPersonNm
PTIN	P00572001	PTIN
Phone	2032814933	PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	3	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2021	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$149,728,820	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$3,975,697	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$210,462	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$210,462	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$344,135	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$344,135	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$3,358,403	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$8,597,195	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$3,358,403	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$8,962,762	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$8,962,762	OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm	$0	OtherIncomeAdjNetIncmAmt
Total Rev And Expnss	$16,851,459	TotalRevAndExpnssAmt
Total Net Invst Incm	$12,875,762	TotalNetInvstIncmAmt
Total Adj Net Incm	$0	TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$504,106	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$127,955	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm	$0	CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$376,151	CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss	$1,132,518	OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm	$22,650	OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm	$0	OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl	$1,109,868	OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss	$540,384	PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm	$10,808	PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Adj Net Incm	$0	PensionEmplBnftAdjNetIncmAmt
Pension Empl Bnft Dsbrs Chrtbl	$529,576	PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss	$12,253	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$245	LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm	$0	LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl	$12,008	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$155,458	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$89,594	AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm	$0	AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps	$65,865	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$440,147	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$428,497	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm	$0	OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl	$11,650	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$1,500	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$0	TaxesNetInvstIncmAmt
Taxes Adj Net Incm	$0	TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl	$1,500	TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss	$52,466	DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm	$0	DeprecAndDpltnNetInvstIncmAmt
Deprec And Dpltn Adj Net Incm	$0	DeprecAndDpltnAdjNetIncmAmt
Occupancy Rev And Expnss	$210,126	OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm	$4,203	OccupancyNetInvstIncmAmt
Occupancy Adj Net Incm	$0	OccupancyAdjNetIncmAmt
Occupancy Dsbrs Chrtbl	$205,923	OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss	$16,400	TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm	$4,100	TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm	$0	TravConfMeetingAdjNetIncmAmt
Trav Conf Meeting Dsbrs Chrtbl	$12,300	TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss	$5,862	PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm	$0	PrintingAndPubNetInvstIncmAmt
Printing And Pub Adj Net Incm	$0	PrintingAndPubAdjNetIncmAmt
Printing And Pub Dsbrs Chrtbl	$5,862	PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss	$761,654	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$0	OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm	$0	OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl	$917,095	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$3,832,874	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$688,052	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$0	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$3,247,798	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$4,189,787	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$4,189,787	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$8,022,661	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$688,052	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$0	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$7,437,585	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$8,828,798	ExcessRevenueOverExpensesAmt
Net Investment Income	$12,187,710	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$500	CashBOYAmt
Cash EOY	$502	CashEOYAmt
Cash EOYFMV	$502	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$2,870,548	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$5,365,965	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$5,365,965	SavAndTempCashInvstEOYFMVAmt
Other Nts And Loans Rcvbl	$9,500	OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct	$0	OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY	$0	OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY	$9,500	OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV	$9,500	OtherNtsAndLoansRcvblEOYFMVAmt
US Government Obligations BOY	$6,083,912	USGovernmentObligationsBOYAmt
US Government Obligations EOY	$5,963,954	USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV	$5,963,954	USGovtObligationsEOYFMVAmt
Corporate Stock BOY	$35,264,734	CorporateStockBOYAmt
Corporate Stock EOY	$36,479,738	CorporateStockEOYAmt
Corporate Stock EOYFMV	$36,479,738	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$5,223,792	CorporateBondsBOYAmt
Corporate Bonds EOY	$5,313,975	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$5,313,975	CorporateBondsEOYFMVAmt
Other Investments BOY	$70,169,863	OtherInvestmentsBOYAmt
Other Investments EOY	$93,529,846	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$93,529,846	OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss	$561,322	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$460,555	LandBldgEquipAccumDeprecAmt
Land BOY	$147,172	LandBOYAmt
Land EOY	$100,767	LandEOYAmt
Land EOYFMV	$100,767	LandEOYFMVAmt
Other Assets BOY	$5,226,396	OtherAssetsBOYAmt
Other Assets EOY	$2,964,573	OtherAssetsEOYAmt
Other Assets EOYFMV	$2,964,573	OtherAssetsEOYFMVAmt
Total Assets BOY	$124,986,917	TotalAssetsBOYAmt
Total Assets EOY	$149,728,820	TotalAssetsEOYAmt
Total Assets EOYFMV	$149,728,820	TotalAssetsEOYFMVAmt
Other Liabilities BOY	$614,959	OtherLiabilitiesBOYAmt
Other Liabilities EOY	$585,906	OtherLiabilitiesEOYAmt
Total Liabilities BOY	$614,959	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$585,906	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$124,371,958	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$149,142,914	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$124,371,958	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$149,142,914	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$124,986,917	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$149,728,820	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$124,371,958	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$8,828,798	ExcessRevenueOverExpensesAmt
Other Increases	$15,942,158	OtherIncreasesAmt
Subtotal	$149,142,914	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$149,142,914	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (169 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
3M CO COM	P	2016-09-19	2021-03-12	$198,212	$91,487	$106,725	$106,725
3M CO COM	P	2018-09-06	2021-03-12	$52,560	$60,502	-$7,942	-$7,942
ADOBE SYS INC COM	P	2016-09-19	2021-06-25	$52,863	$3,666	$49,197	$49,197
ADR INFINEON TECHNOLOGIES AG SPONSORED ADR ADR STK ISIN# US45662N1037	P	2021-03-02	2021-07-02	$26,139	$28,544	-$2,405	-$2,405
ADR NESTLE S A SPONSORED ADR REPSTG REG SH	P	2016-09-19	2021-06-25	$66,702	$35,061	$31,641	$31,641
ADR NOVARTIS AG	P	2016-09-19	2021-06-25	$42,221	$21,748	$20,473	$20,473
ADR NOVARTIS AG	P	2017-03-03	2021-06-25	$20,647	$14,826	$5,821	$5,821
ADR ROCHE HLDG LTD SPONSORED ADR ISIN #US771195104	P	2016-09-19	2021-07-02	$26,121	$11,464	$14,657	$14,657
AIR PROD & CHEM INC COM	P	2016-09-19	2021-06-25	$71,055	$14,831	$56,224	$56,224
ALPHABET INC CAP STK USD0.001 CL C	P	2016-09-19	2021-06-25	$178,299	$6,064	$172,235	$172,235
ALPHABET INC CAP STK USD0.001 CL C	P	2016-09-19	2021-07-02	$12,866	$433	$12,433	$12,433
AMAZON COM INC COM	P	2016-09-19	2021-06-25	$178,906	$10,883	$168,023	$168,023
AMAZON COM INC COM	P	2016-09-19	2021-07-02	$13,956	$837	$13,119	$13,119
ANALOG DEVICES INC COM	P	2020-06-12	2021-06-25	$53,454	$37,424	$16,030	$16,030
APPLE INC COM STK	P	2016-09-19	2021-06-25	$79,281	$7,560	$71,721	$71,721
ARISTA NETWORKS INC COM	P	2020-05-05	2021-06-25	$64,468	$38,957	$25,511	$25,511
BECTON DICKINSON & CO COM	P	2021-02-23	2021-06-25	$73,026	$74,777	-$1,751	-$1,751
BERKSHIRE HATHAWAY INC-CL B	P	2020-05-27	2021-06-25	$59,607	$39,957	$19,650	$19,650
BOOKING HLDGS INC COM	P	2020-11-20	2021-06-25	$76,401	$68,715	$7,686	$7,686
CHARTER COMMUNICATIONS INC NEW CL A CL A	P	2019-07-10	2021-06-25	$107,032	$60,889	$46,143	$46,143
CHARTER COMMUNICATIONS INC NEW CL A CL A	P	2019-07-10	2021-07-20	$92,270	$51,958	$40,312	$40,312
CHIPOTLE MEXICAN GRILL INC COM STK	P	2018-06-19	2021-02-22	$30,390	$9,836	$20,554	$20,554
CHIPOTLE MEXICAN GRILL INC COM STK	P	2020-03-31	2021-02-22	$63,673	$29,020	$34,653	$34,653
CHIPOTLE MEXICAN GRILL INC COM STK	P	2018-06-19	2021-06-25	$52,394	$16,393	$36,001	$36,001
COMCAST CORP NEW-CL A	P	2020-03-06	2021-06-25	$13,083	$9,322	$3,761	$3,761
COMCAST CORP NEW-CL A	P	2020-06-02	2021-06-25	$65,806	$47,558	$18,248	$18,248
COSTCO WHOLESALE CORP NEW COM	P	2016-09-19	2021-06-25	$63,900	$7,583	$56,317	$56,317
COSTCO WHOLESALE CORP NEW COM	P	2016-09-19	2021-12-14	$91,986	$7,862	$84,124	$84,124
DOLLAR GEN CORP NEW COM	P	2017-04-03	2021-06-25	$49,329	$15,906	$33,423	$33,423
DOLLAR GEN CORP NEW COM	P	2017-04-05	2021-06-25	$15,589	$5,050	$10,539	$10,539
ECOLAB INC COM STK USD1	P	2016-09-19	2021-06-25	$40,867	$21,960	$18,907	$18,907
FEDEX CORP COM	P	2016-09-19	2021-06-25	$109,637	$85,470	$24,167	$24,167
FEDEX CORP COM	P	2016-09-19	2021-07-02	$9,263	$6,991	$2,272	$2,272
GUIDEWIRE SOFTWARE INC COM USD0.0001	P	2020-07-20	2021-06-25	$46,066	$48,742	-$2,676	-$2,676
GUIDEWIRE SOFTWARE INC COM USD0.0001	P	2020-08-05	2021-06-25	$13,717	$14,328	-$611	-$611
INTUITIVE SURGICAL INC COM NEW STK	P	2021-03-12	2021-06-25	$33,616	$27,077	$6,539	$6,539
JOHNSON & JOHNSON COM USD1	P	2016-09-19	2021-06-25	$43,927	$20,166	$23,761	$23,761
JOHNSON & JOHNSON COM USD1	P	2019-10-29	2021-06-25	$33,803	$26,787	$7,016	$7,016
JPMORGAN CHASE & CO COM	P	2016-09-19	2021-06-25	$91,490	$33,904	$57,586	$57,586
JPMORGAN CHASE & CO COM	P	2020-04-08	2021-06-25	$17,202	$10,473	$6,729	$6,729
JPMORGAN CHASE & CO COM	P	2016-09-19	2021-07-02	$8,888	$3,216	$5,672	$5,672
MASTERCARD INC CL A	P	2016-09-19	2021-06-25	$118,572	$30,278	$88,294	$88,294
MASTERCARD INC CL A	P	2016-09-19	2021-07-02	$9,351	$2,395	$6,956	$6,956
META PLATFORMS INC	P	2018-03-27	2021-06-25	$115,641	$51,946	$63,695	$63,695
META PLATFORMS INC	P	2018-03-27	2021-07-02	$9,585	$4,150	$5,435	$5,435
MICROSOFT CORP COM	P	2016-09-19	2021-06-25	$171,374	$95,593	$75,781	$75,781
MICROSOFT CORP COM	P	2016-09-19	2021-07-02	$14,388	$7,719	$6,669	$6,669
NETFLIX INC COM STK	P	2016-09-19	2021-06-25	$54,982	$9,599	$45,383	$45,383
NIKE INC CL B	P	2016-09-19	2021-02-22	$33,456	$9,753	$23,703	$23,703
NIKE INC CL B	P	2016-12-13	2021-02-22	$62,293	$23,418	$38,875	$38,875
NIKE INC CL B	P	2016-09-19	2021-06-25	$94,143	$25,259	$68,884	$68,884
PEPSICO INC COM	P	2016-09-19	2021-06-25	$59,632	$39,396	$20,236	$20,236
PROGRESSIVE CORP OH COM	P	2016-09-19	2021-06-25	$83,826	$42,931	$40,895	$40,895
ROPER TECHNOLOGIES, INC	P	2016-09-19	2021-06-25	$70,145	$26,619	$43,526	$43,526
ROSS STORES INC COM	P	2020-07-31	2021-06-25	$38,203	$27,586	$10,617	$10,617
S&P GLOBAL INC COM	P	2016-09-19	2021-02-23	$93,106	$18,994	$74,112	$74,112
S&P GLOBAL INC COM	P	2016-09-19	2021-06-25	$79,517	$12,950	$66,567	$66,567
S&P GLOBAL INC COM	P	2016-09-19	2021-08-09	$72,612	$11,024	$61,588	$61,588
S&P GLOBAL INC COM	P	2016-09-19	2021-11-18	$94,836	$13,548	$81,288	$81,288
TEXAS INSTRUMENTS INC COM	P	2016-09-19	2021-03-02	$49,230	$7,309	$41,921	$41,921
TEXAS INSTRUMENTS INC COM	P	2016-09-19	2021-03-03	$44,943	$6,711	$38,232	$38,232
TEXAS INSTRUMENTS INC COM	P	2016-09-19	2021-06-25	$88,590	$12,199	$76,391	$76,391
THERMO FISHER CORP	P	2017-07-10	2021-06-25	$17,387	$6,222	$11,165	$11,165
THERMO FISHER CORP	P	2017-07-11	2021-06-25	$85,940	$30,846	$55,094	$55,094
THERMO FISHER CORP	P	2017-07-10	2021-07-02	$8,715	$3,022	$5,693	$5,693
TJX COS INC COM NEW	P	2017-09-29	2021-03-02	$49,299	$27,429	$21,870	$21,870
TJX COS INC COM NEW	P	2017-08-11	2021-03-03	$24,445	$13,394	$11,051	$11,051
TJX COS INC COM NEW	P	2017-09-29	2021-03-03	$19,569	$11,142	$8,427	$8,427
TJX COS INC COM NEW	P	2017-08-11	2021-06-25	$55,676	$29,566	$26,110	$26,110
TRANSDIGM GROUP INC COM	P	2020-04-08	2021-06-25	$69,730	$32,077	$37,653	$37,653
UNION PAC CORP COM	P	2016-09-19	2021-06-25	$8,116	$1,491	$6,625	$6,625
UNION PAC CORP COM	P	2020-12-08	2021-06-25	$73,047	$68,423	$4,624	$4,624
UNITEDHEALTH GROUP INC COM	P	2016-09-19	2021-06-25	$82,711	$21,302	$61,409	$61,409
VERISK ANALYTICS INC COM USD0.001	P	2018-09-07	2021-06-25	$8,301	$5,805	$2,496	$2,496
VERISK ANALYTICS INC COM USD0.001	P	2019-11-12	2021-06-25	$52,054	$41,605	$10,449	$10,449
VERISK ANALYTICS INC COM USD0.001	P	2018-03-21	2021-12-03	$26,985	$12,744	$14,241	$14,241
VERISK ANALYTICS INC COM USD0.001	P	2018-09-06	2021-12-03	$54,417	$29,382	$25,035	$25,035
VERISK ANALYTICS INC COM USD0.001	P	2018-09-07	2021-12-03	$45,496	$24,672	$20,824	$20,824
WALT DISNEY CO	P	2021-02-22	2021-06-25	$39,390	$41,102	-$1,712	-$1,712
WATERS CORP COM	P	2018-10-02	2021-06-25	$30,277	$17,044	$13,233	$13,233
WATERS CORP COM	P	2018-10-03	2021-06-25	$26,493	$14,935	$11,558	$11,558
WATERS CORP COM	P	2018-10-02	2021-07-02	$46,324	$25,372	$20,952	$20,952
WATERS CORP COM	P	2018-10-02	2021-07-06	$43,426	$23,435	$19,991	$19,991
WATERS CORP COM	P	2018-10-05	2021-07-06	$35,171	$18,770	$16,401	$16,401
WATERS CORP COM	P	2018-10-04	2021-09-24	$39,811	$19,307	$20,504	$20,504
WATERS CORP COM	P	2018-10-05	2021-09-24	$48,876	$23,750	$25,126	$25,126
WATERS CORP COM	P	2018-10-04	2021-10-01	$94,147	$50,657	$43,490	$43,490
WORKDAY INC CL A COM USD0.001	P	2016-09-19	2021-02-22	$25,631	$7,243	$18,388	$18,388
WORKDAY INC CL A COM USD0.001	P	2019-10-08	2021-02-22	$67,450	$42,816	$24,634	$24,634
WORKDAY INC CL A COM USD0.001	P	2021-06-15	2021-06-25	$59,609	$56,922	$2,687	$2,687
YUM BRANDS INC COM	P	2021-03-16	2021-06-25	$51,787	$48,119	$3,668	$3,668
3M CO COM	P	2018-09-06	2021-03-12			$0	$0
3M CO COM	P	2018-09-06	2021-03-12			$0	$0
WALT DISNEY CO	P	2021-02-22	2021-06-25			$0	$0
THERMO FISHER SCIENTIFIC INC 4.133% DUE 03-25-2025 REG	P	2020-04-28	2021-12-03	$90,366	$90,366	$0	$0
HOWARD CNTY MD 1.224% 08-15-2022 BEO TAXABLE	P	2020-04-28	2021-08-16	$5,000	$5,000	$0	$0
ENERGY NORTHWEST WASH ELEC REV 2.803% 07-01-2021 BEO TAXABLE	P	2018-10-26	2021-07-01	$80,000	$80,000	$0	$0
EXETER TWP PA SCH DIST 2.838% 05-15-2021BEO TAXABLE	P	2018-11-02	2021-05-17	$70,000	$70,000	$0	$0
NEW MEXICO ST SEVERANCE TAX 2.35% 07-01-2021 BEO TAXABLE	P	2018-11-06	2021-07-01	$80,000	$80,000	$0	$0
OHIO ST SPL OBLIG 3.18% 10-01-2021 BEO TAXABLE	P	2018-11-01	2021-10-01	$105,000	$105,000	$0	$0
ABBVIE INC 3.6% 05-14-2025	P	2020-01-13	2021-05-19	$54,578	$52,144	$2,434	$2,434
ABBVIE INC 3.6% 05-14-2025	P	2020-04-14	2021-05-19	$32,747	$32,134	$613	$613
AMERICAN EXPRESS CO 2.75% 05-20-2022	P	2019-10-17	2021-03-22	$35,905	$35,283	$622	$622
AMERN EXPRESS CO FIXED 2.5% DUE 08-01-2022	P	2020-08-07	2021-03-22	$87,298	$87,321	-$23	-$23
AVALONBAY CMNTYS INC TRANCHE # TR 00015 2.95 09-15-2022	P	2019-07-23	2021-03-22	$20,603	$20,192	$411	$411
BANK NEW YORK MELLON CORP MEDIUM TERM SR NT BOOK ENTRY 2.95% 01-29-2023	P	2018-10-09	2021-12-13	$81,906	$79,400	$2,506	$2,506
BANK NEW YORK MELLON CORP MEDIUM TERM SR NT BOOK ENTRY 2.95% 01-29-2023	P	2020-04-22	2021-12-13	$51,192	$50,929	$263	$263
CATERPILLAR FINL 3.45% DUE 05-15-2023	P	2020-08-19	2021-12-14	$176,361	$177,337	-$976	-$976
DEERE JOHN CAP 2.8% DUE 03-06-2023	P	2018-10-16	2021-11-08	$67,046	$64,465	$2,581	$2,581
DEERE JOHN CAP 2.8% DUE 03-06-2023	P	2020-04-21	2021-11-08	$67,046	$66,366	$680	$680
DIAGEO INVT CORP 2.875% DUE 05-11-2022	P	2018-10-09	2021-02-23	$82,462	$79,414	$3,048	$3,048
ENBRIDGE INC 2.9% 07-15-2022	P	2019-06-13	2021-02-23	$25,774	$25,069	$705	$705
ENBRIDGE INC 2.9% 07-15-2022	P	2020-08-05	2021-02-23	$36,083	$36,051	$32	$32
JPMORGAN CHASE & 2.95% DUE 10-01-2026	P	2018-10-16	2021-05-11	$91,649	$80,125	$11,524	$11,524
MICROSOFT CORP 2.875% DUE 02-06-2024	P	2019-02-14	2021-05-17	$63,834	$60,092	$3,742	$3,742
MICROSOFT CORP 2.875% DUE 02-06-2024	P	2019-11-26	2021-05-17	$47,876	$46,192	$1,684	$1,684
MORGAN STANLEY 2.75% DUE 05-19-2022	P	2018-10-09	2021-11-08	$52,640	$51,735	$905	$905
NEXTERA ENERGY CAP 2.9% DUE 04-01-2022	P	2019-06-13	2021-02-23	$51,407	$50,236	$1,171	$1,171
NEXTERA ENERGY CAP 2.9% DUE 04-01-2022	P	2020-06-11	2021-02-23	$41,125	$40,930	$195	$195
UNITED STATES TREAS NTS 2.0% DUE 02-15-2022 REG	P	2018-10-05	2021-04-19	$106,673	$104,148	$2,525	$2,525
UNITED STATES TREAS NTS 1.625% DUE 05-15-2026	P	2020-08-18	2021-04-15	$187,137	$191,473	-$4,336	-$4,336
UNITED STATES TREAS NTS 2 DUE 11-15-2021	P	2020-08-18	2021-02-23	$20,280	$20,267	$13	$13
UNITED STATES TREAS NTS 2 DUE 11-15-2021	P	2020-08-18	2021-04-21	$40,445	$40,418	$27	$27
UNITED STATES TREAS NTS 2 DUE 11-15-2021	P	2018-11-15	2021-07-26	$105,623	$104,721	$902	$902
UNITED STATES TREAS NTS 2 DUE 11-15-2021	P	2020-08-18	2021-07-26	$75,445	$75,421	$24	$24
UNITED STATES TREAS NTS DTD 04/30/2015 1.75% DUE 04-30-2022 REG	P	2020-08-10	2021-06-14	$20,295	$20,283	$12	$12
UNITED STATES TREAS NTS DTD 04/30/2015 1.75% DUE 04-30-2022 REG	P	2020-08-10	2021-09-16	$151,588	$151,506	$82	$82
UNITED STATES TREAS NTS DTD 08/15/2012 1.625% DUE 08-15-2022 REG	P	2018-10-05	2021-11-05	$111,285	$108,826	$2,459	$2,459
UNITED STATES TREAS NTS DTD 11/15/2015 2.25% DUE 11-15-2025 REG	P	2020-06-18	2021-11-08	$89,267	$91,322	-$2,055	-$2,055
#REORG/KANSAS CASH AND STOCK MEGER CANADIAN 0002107729 12-14-2021	P	2019-09-19	2021-04-27	$50,465	$22,263	$28,202	$28,202
AGILENT TECHNOLOGIES INC COM	P	2019-12-16	2021-03-26	$8,672	$5,915	$2,757	$2,757
AGILENT TECHNOLOGIES INC COM	P	2019-12-16	2021-03-29	$1,858	$1,268	$590	$590
ALEXANDRIA REAL ESTATE EQUITIES INC COM	P	2020-03-27	2021-03-26	$21,748	$18,153	$3,595	$3,595
ALEXANDRIA REAL ESTATE EQUITIES INC COM	P	2020-03-27	2021-03-29	$5,151	$4,362	$789	$789
ALPHABET INC CAP STK USD0.001 CL C	P	2019-09-19	2021-11-24	$26,276	$11,152	$15,124	$15,124
AMGEN INC COM	P	2019-09-25	2021-06-15	$34,283	$28,189	$6,094	$6,094
APPLE INC COM STK	P	2019-09-19	2021-03-26	$11,649	$5,361	$6,288	$6,288
APPLE INC COM STK	P	2019-09-19	2021-03-29	$5,235	$2,377	$2,858	$2,858
AVANGRID INC COM	P	2019-09-19	2021-06-17	$28,515	$27,503	$1,012	$1,012
BIOGEN INC COMMON STOCK	P	2019-09-19	2021-02-22	$9,743	$8,255	$1,488	$1,488
CARLISLE COMPANIES INC COM	P	2019-09-19	2021-02-24	$27,310	$26,623	$687	$687
CIENA CORP COM NEW	P	2020-12-22	2021-12-21	$12,754	$8,888	$3,866	$3,866
DANAHER CORP COM	P	2019-09-19	2021-03-26	$7,540	$4,958	$2,582	$2,582
DANAHER CORP COM	P	2019-09-19	2021-03-29	$2,457	$1,604	$853	$853
FIRST SOLAR INC COM	P	2019-09-19	2021-02-22	$11,588	$8,861	$2,727	$2,727
FIRST SOLAR INC COM	P	2019-09-25	2021-02-22	$263	$199	$64	$64
GILEAD SCIENCES INC	P	2020-02-03	2021-02-22	$31,428	$32,729	-$1,301	-$1,301
GILEAD SCIENCES INC	P	2020-02-28	2021-02-22	$11,353	$12,017	-$664	-$664
HOME DEPOT INC COM	P	2019-09-19	2021-12-21	$13,637	$7,991	$5,646	$5,646
INTUIT COM	P	2019-09-19	2021-11-24	$26,851	$10,802	$16,049	$16,049
INTUIT COM	P	2019-09-19	2021-12-21	$9,289	$4,051	$5,238	$5,238
KIMBERLY-CLARK CORP COM	P	2019-09-19	2021-06-15	$37,404	$38,784	-$1,380	-$1,380
MICRON TECH INC COM	P	2019-12-19	2021-03-26	$8,226	$5,178	$3,048	$3,048
MICRON TECH INC COM	P	2019-12-19	2021-03-29	$2,173	$1,363	$810	$810
MICROSOFT CORP COM	P	2019-09-19	2021-11-24	$23,481	$9,872	$13,609	$13,609
MOHAWK INDS INC COM	P	2019-09-19	2021-06-17	$12,724	$8,699	$4,025	$4,025
MOHAWK INDS INC COM	P	2019-09-19	2021-09-27	$19,687	$13,048	$6,639	$6,639
ORGANON & CO COM	P	2019-09-19	2021-06-03	$12	$16	-$4	-$4
ORGANON & CO COM	P	2019-09-19	2021-09-28	$1,636	$1,955	-$319	-$319
ORGANON & CO COM	P	2019-09-19	2021-09-28	$434	$539	-$105	-$105
ORGANON & CO COM	P	2020-03-19	2021-09-28	$546	$550	-$4	-$4
PROCTER & GAMBLE COM NPV	P	2020-03-30	2021-06-15	$25,026	$21,107	$3,919	$3,919
PROCTER & GAMBLE COM NPV	P	2020-05-29	2021-06-15	$15,692	$13,369	$2,323	$2,323
TARGET CORP COM STK	P	2019-12-16	2021-06-17	$15,290	$8,334	$6,956	$6,956
VMWARE INC CL A COM CL A COM	P	2020-09-10	2021-09-27	$15,895	$15,156	$739	$739
VMWARE INC CL A COM CL A COM	P	2020-09-11	2021-09-27	$8,094	$7,786	$308	$308
WATERS CORP COM	P	2019-09-19	2021-06-15	$13,522	$9,151	$4,371	$4,371
ADDITIONAL STOCK SALES	P	2019-09-19	2021-06-15	$4,584		$4,584	$4,584
CAPITAL GAINS DIVIDENDS	P			$339,351		$339,351	$339,351

Field	Value	IRS element (for citing)
Capital Gain Net Income	$3,358,403	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$169,409	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$169,409	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$169,409	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$0	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$300,000	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$300,000	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Es Penalty	$3,955	EsPenaltyAmt
Overpayment	$126,636	OverpaymentAmt
Applied To ES Tax	$126,636	AppliedToESTaxAmt
Refund	$0	RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	0	LegislativePoliticalActyInd
More Than100 Spent	0	MoreThan100SpentInd
Form1120 POL Filed	0	Form1120POLFiledInd
Section4955 Organization Tax	$0	Section4955OrganizationTaxAmt
Section4955 Managers Tax	$0	Section4955ManagersTaxAmt
Tax Reimbursed	$0	TaxReimbursedAmt
Activities Not Previously Rpt	0	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	Yes (1)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (1)	Form990TFiledInd
Organization Dissolved Etc	0	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (1)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Org Report Or Register State	CT	OrgReportOrRegisterStateCd
Org Report Or Register State	NY	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (1)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	0	PrivateOperatingFoundationInd
New Substantial Contributors	0	NewSubstantialContributorsInd
Own Controlled Entity	0	OwnControlledEntityInd
Donor Advised Fund	0	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	WWW.WCGMF.ORG	WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	THE ORGANIZATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	2032303330	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	2319 WHITNEY AVENUE 2B	AddressLine1Txt
City	HAMDEN	CityNm
State Abbreviation	CT	StateAbbreviationCd
ZIP	06518	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	0	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	0	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	0	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	Yes (1)	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	Yes (1)	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions	0	ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts	0	UncorrectedPriorActsInd
Undistributed Income PY	0	UndistributedIncomePYInd
Business Holdings	0	BusinessHoldingsInd
Jeopardy Investments	0	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	0	UncorrectedPYJeopardyInvstInd
Influence Legislation	0	InfluenceLegislationInd
Influence Election	0	InfluenceElectionInd
Grants To Individuals	0	GrantsToIndividualsInd
Grants To Organizations	0	GrantsToOrganizationsInd
Noncharitable Purpose	0	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)

Address Line1USAddress/AddressLine1Txt	Address Line2USAddress/AddressLine2Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
WILLIAM C GRAUSTEIN
ONE HAMDEN CENTER SUITE 2B 2319	WHITNEY AVENUE	HAMDEN	CT	06518	TRUSTEE	5.00	$6,251	$0	$0
BENJAMIN R SHUTE JR
ONE HAMDEN CENTER SUITE 2B 2319	WHITNEY AVENUE	HAMDEN	CT	06518	TRUSTEE	3.00	$2,500	$0	$0
LISA GRAUSTEIN
ONE HAMDEN CENTER SUITE 2B 2319	WHITNEY AVENUE	HAMDEN	CT	06518	TRUSTEE	2.00	$0	$0	$0
BARBARA TINNEY
ONE HAMDEN CENTER SUITE 2B 2319	WHITNEY AVENUE	HAMDEN	CT	06518	TRUSTEE	2.00	$7,700	$0	$0
LAURA A BERRY
ONE HAMDEN CENTER SUITE 2B 2319	WHITNEY AVENUE	HAMDEN	CT	06518	TRUSTEE	2.00	$53,200	$0	$0
R DAVID ADDAMS
ONE HAMDEN CENTER SUITE 2B 2319	WHITNEY AVENUE	HAMDEN	CT	06518	EXECUTIVE DIRECTOR	50.00	$284,359	$73,172	$0
LUCAS CODOGNOLLA
ONE HAMDEN CENTER SUITE 2B 2319	WHITNEY AVENUE	HAMDEN	CT	06518	TRUSTEE	2.00	$11,300	$0	$0
ANNA BLANDING
ONE HAMDEN CENTER SUITE 2B 2319	WHITNEY AVENUE	HAMDEN	CT	06518	TRUSTEE	5.00	$35,100	$0	$0
CONSTANCE ROYSTER
ONE HAMDEN CENTER SUITE 2B 2319	WHITNEY AVENUE	HAMDEN	CT	06518	TRUSTEE	5.00	$22,100	$0	$0
JESSICA SAGER
ONE HAMDEN CENTER SUITE 2B 2319	WHITNEY AVENUE	HAMDEN	CT	06518	TRUSTEE	5.00	$10,500	$0	$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee BenefitsEmployeeBenefitsAmt	Expense AccountExpenseAccountAmt
WILLIAM JOHNSON
ONE HAMDEN CENTER2B2319 WHITNEY AVE	HAMDEN	CT	06158	DIR. OF EDUCATION ST	40.00	$167,092	$32,052	$0
CARMEN SIBERON
ONE HAMDEN CENTER2B2319 WHITNEY AVE	HAMDEN	CT	06158	SENIOR PROGRAM OFFIC	40.00	$179,468	$17,448	$0
RAQUEL SANTIAGO-MARTINEZ
ONE HAMDEN CENTER2B2319 WHITNEY AVE	HAMDEN	CT	06158	DIRECTOR OF FINANCE	40.00	$132,637	$48,384	$0
MALWIN DAVILA
ONE HAMDEN CENTER2B2319 WHITNEY AVE	HAMDEN	CT	06158	PROGRAM OFFICER	40.00	$109,696	$33,456	$0
PRISCILLA FAUSTINI
ONE HAMDEN CENTER2B2319 WHITNEY AVE	HAMDEN	CT	06518	DIR OF OPERATIONS -	40.00	$111,847	$16,872	$0

Field	Value	IRS element (for citing)
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Service TypeServiceTypeTxt	CompensationCompensationAmt
LAUNCH CONSULTING LLC
43 DORRANCE PLACE	HAMDEN	CT	06518	CONSULTING	$193,000
CAMBRIDGE ASSOCIATES
100 SUMMER STREET	BOSTON	MA	02110	INVESTMENT ADVISORS	$191,055
T M BYXBEE COMPANY PC
2319 WHITNEY AVENUE	HAMDEN	CT	06518	ACCOUNTING	$111,536
REAP UNLIMITED
PO BOX 453	MOSSYROCK	WA	95864	CONSULTING	$92,000
LA RAMA RECORDS
PO BOX 719	DURHAM	CT	06422	CONSULTING	$50,000

Field	Value	IRS element (for citing)
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Field	Value	IRS element (for citing)
Description1	PROGRAMS TO:BUILD ASSETS WITHIN CHILDREN'S HOMES, SCHOOLS, NEIGHBORHOODS, AND SOCIETY TO REVERSE THE EFFECTS OF STRUCTURAL RACISM AND POVERTY.INVEST IN A SMALL NUMBER OF HIGHLY DISTRESSED NEIGHBORHOODS AS THE CENTER OF OUR WORK AGAINST POVERTY AND RACISM.SUPPORT PEOPLE MOST AFFECTED, ESPECIALLY PARENTS, TO NAVIGATE AND CHANGE THE BARRIERS THEY SEE.PROMOTE GREATER AWARENESS AND UNDERSTANDING OF THE DISPARITIES RESULTING FROM STRUCTURAL RACISM, THE EFFECTS OF POVERTY AND THE INTERSECTION OF THE TWO.ENCOURAGE HEALING IN OUR SOCIETY BY SUPPORTING DIALOGUE, ACTION, POLICIES AND PRACTICES THAT ADVANCE RACIAL AND ECONOMIC EQUITY.	Description1Txt
Expenses1	$98,984	Expenses1Amt
Description2	COMMUNITY LEADERSHIP PROGRAMSTHE COMMUNITY LEADERSHIP PROGRAMS OFFER NONPROFIT STAFF, VOLUNTEERS, BOARD MEMBERS AND MEMBERS OF THE GREATER NEW HAVEN COMMUNITY OPPORTUNITIES TO LEARN ABOUT AND DISCUSS IMPORTANT ISSUES. THROUGH MEETINGS, FULL DAY SEMINARS, AND YEAR-LONG LEADERSHIP TRAINING, PARTICIPANTS BUILD SKILLS AND DEVELOP A NETWORK OF LEADERS WITHIN THE COMMUNITY, WORKING ON CRITICAL SOCIAL ISSUES.	Description2Txt
Expenses2	$406,457	Expenses2Amt
Description3	NO-COST MEETING SPACE FOR CONNECTICUT NONPROFITSTHE MEMORIAL FUND PROVIDES MEETING SPACE FOR NONPROFIT ORGANIZATIONS, AT NO OR LOW COST TO THEM, IN ORDER TO BRING PEOPLE TOGETHER FOR TRAINING, CONSULTATION, PLANNING, PROGRAM OVERSIGHT, EVALUATION AND OTHER ACTIVITIES THAT IMPROVE THE STATUS OF CHILDREN AND FAMILIES IN CONNECTICUT.	Description3Txt
Expenses3	$74,069	Expenses3Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Expenses1	$0	Expenses1Amt
Expenses2	$0	Expenses2Amt
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$48,582,887	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$5,013,013	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$93,540,662	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$147,136,562	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$147,136,562	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$2,207,048	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$144,929,514	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$7,246,476	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$7,246,476	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$169,409	TaxBasedOnInvestmentIncomeAmt
Income Tax	$7,694	IncomeTaxAmt
Total Tax	$177,103	TotalTaxAmt
Distributable Before Adj	$7,069,373	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$7,069,373	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$7,069,373	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$7,437,585	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid	$6,061	CharitableAssetsAcquisPaidAmt
Qualifying Distributions	$7,443,646	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$7,069,373	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr4	$552,569	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$2,217,972	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$982,236	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$4,704,955	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$8,457,732	TotalExcessDistributionCyovAmt
Qualifying Distributions	$7,443,646	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$7,069,373	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$374,273	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$8,832,005	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$0	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$8,832,005	ExcessDistriCyovToNextYrAmt
Excess From Year4	$552,569	ExcessFromYear4Amt
Excess From Year3	$2,217,972	ExcessFromYear3Amt
Excess From Year2	$982,236	ExcessFromYear2Amt
Excess From Year1	$4,704,955	ExcessFromYear1Amt
Excess From Current Year	$374,273	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	WILLIAM C GRAUSTEIN	ContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	R DAVID ADDAMSEXECUTIVE DIRECTOR WI	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	1 HAMDEN CENTER SUITE 2B 2319	AddressLine1Txt
Address Line2	WHITNEY AVE	AddressLine2Txt
City	HAMDEN	CityNm
State Abbreviation	CT	StateAbbreviationCd
ZIP	06518	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	2032303330	RecipientPhoneNum
Form And Info And Materials	A BRIEF LETTER SHOULD INCLUDE A PROBLEM AND OPPORTUNITY STATEMENT, THE METHODS FOR ADDRESSING THE PROBLEM, AND ITS PROPOSED SOLUTION. ENCLOSE A CURRENT COPY OF IRS 501(C)(3) DETERMINATION LETTER. AFTER THE LETTER IS REVIEWED, AN APPLICATION FORM IS PROVIDED, WHEN APPROPRIATE, FOR COMPLETION BY THE APPLICANT.	FormAndInfoAndMaterialsTxt
Submission Deadlines	NO ESTABLISHED DEADLINE.	SubmissionDeadlinesTxt
Restrictions On Awards	THE MEMORIAL FUND WILL MAKE GRANTS TO SUPPORT THEIR MISSION TO ACHIEVE EQUITY IN EDUCATION BY WORKING WITH THOSE AFFECTED AND INSPIRING ALL TO END RACISM AND POVERTY. GRANTS ARE NOT MADE TO ORGANIZATIONS THAT ARE NOT RECOGNIZED AS 501(C)(3), INDIVIDUALS, RELIGIOUS ORGANIZATIONS FOR SECTARIAN PURPOSES, CAPITAL CAMPAIGNS, POLITICAL CAUSES AND ACTIVITIES, AND SCHOLARSHIPS.	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (153 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
A BETTER WAY FOUNDATION ABWF INC
POBOX 942	HARTFORD	CT	061430942	PC	MUTUAL AID HARTFORD: HOUSING, MEMBERSHIP & ADVOCACY ORGANIZER	$10,000
A BETTER WAY FOUNDATION ABWF INC
POBOX 942	HARTFORD	CT	061430942	PC	MUTUAL AID HARTFORD	$30,000
A BETTER WAY FOUNDATION ABWF INC
POBOX 942	HARTFORD	CT	061430942	PC	CT BLACK AND BROWN STUDENTS UNION: CONNECTION, CONVENING, COHESION	$37,500
A BETTER WAY FOUNDATION ABWF INC
POBOX 942	HARTFORD	CT	061430942	PC	STEP UP NEW LONDON	$42,500
A BETTER WAY FOUNDATION ABWF INC
POBOX 942	HARTFORD	CT	061430942	PC	HEARING YOUTH VOICES' PEOPLE'S BUDGET CAMPAIGN	$5,000
A BETTER WAY FOUNDATION ABWF INC
POBOX 942	HARTFORD	CT	061430942	PC	STEP UP NEW LONDON	$45,000
A BETTER WAY FOUNDATION ABWF INC
POBOX 942	HARTFORD	CT	061430942	PC	GENERAL OPERATING SUPPORT FOR HEARING YOUTH VOICES	$150,000
ACHIEVE HARTFORD INC
221 MAIN ST 3RD FL	HARTFORD	CT	061061890	PC	RACIAL ADVOCATES FOR CROSS-CULTURAL EDUCATION - CURATING COMMUNITY POWER AND RESILIENCE TO ADDRESS RACIAL INEQUALITY IN GREATER WATERBURY	$42,500
ACHIEVE HARTFORD INC
221 MAIN ST 3RD FL	HARTFORD	CT	061061890	PC	ORGANIZING STUDENTS AND PARENTS TO ADVOCATE FOR RACIAL JUSTICE IN OUR SCHOOLS THROUGH COVID RELIEF FUNDING-ARP	$5,000
ACHIEVE HARTFORD INC
221 MAIN ST 3RD FL	HARTFORD	CT	061061890	PC	RACCE- RACIAL INEQUALITY IN GREATER WATERBURY	$43,500
ACTUP THEATER INC
740 PROSPECT AVENUE	HARTFORD	CT	061054218	PC	ACTIVATE	$5,000
ALL OUR KIN INC
PO BOX 8477	NEW HAVEN	CT	06530	PC	CENTERING EQUITY AT ALL OUR KIN, IN OUR FAMILY CHILD CARE NETWORKS, AND IN OUR COUNTRY	$50,000
ALLIANCE FOR SELF-DIRECTED EDUCATION
20 COTTAGE ST	SHARON	MA	020672131	PC	THE MRM VILLAGE	$25,000
AMISTAD UNITED CHURCH OF CHRIST INC
PO BOX 340292	HARTFORD	CT	06134	PC	FEEDING 2020	$5,000
AMISTAD UNITED CHURCH OF CHRIST INC
PO BOX 340292	HARTFORD	CT	06134	PC	CTBW-BUILDING A BLACK AGENDA & STRENGTHENING THE MORAL VOICE	$5,000
AMISTAD UNITED CHURCH OF CHRIST INC
PO BOX 340292	HARTFORD	CT	06134	PC	GENERAL OPERATING SUPPORT FOR MORAL MONDAY	$25,000
ANCHOR HEALTH INITIATIVE CORPORATION
2200 WHITNEY AVE	HAMDEN	CT	06518	PC	GENERAL SUPPORT	$5,000
APOSTLE IMMIGRANT SERVICES CORPORATION
115 BLATCHLEY AVE	NEW HAVEN	CT	065134206	PC	FOOD DISTRIBUTION PROGRAM GIFT CARDS	$1,000
ARTS COUNCIL OF GREATER NEW HAVEN INC
70 AUDUBON STREET 2	NEW HAVEN	CT	065101248	PC	INTERRUPTIONS: DISRUPTING THE SILENCE	$10,000
ARTS COUNCIL OF GREATER NEW HAVEN INC
70 AUDUBON STREET 2	NEW HAVEN	CT	065101248	PC	SUPPORT THE WORK OF BLACK INFINITY COLLECTIVE QUEEN NANNY FREEDOM LAB	$10,000
ARTS COUNCIL OF GREATER NEW HAVEN INC
70 AUDUBON STREET 2	NEW HAVEN	CT	065101248	PC	STAND AGAINST RACISM	$1,750
ARTS COUNCIL OF GREATER NEW HAVEN INC
70 AUDUBON STREET 2	NEW HAVEN	CT	065101248	PC	NEW HAVEN EDUCATORS' COLLECTIVE/ARTLC'S BRINGING NEW HAVEN HISTORY AND ABOLITIONIST FUTURES TO LIFE: RUTH WILSON GILMORE MURAL	$5,000
BEULAH HEIGHTS CHURCH
782 ORCHARD STREET	NEW HAVEN	CT	06511	PC	HELPING HANDS	$1,000
BRIDGEPORT GENERATION NOW INC
1119 MAIN STREET	BRIDGEPORT	CT	066044311	PC	BUILDING POWER	$12,500
BRIDGEPORT GENERATION NOW INC
1119 MAIN STREET	BRIDGEPORT	CT	066044311	PC	BRIDGEPORT MUTUAL AID	$15,000
BRIDGEPORT GENERATION NOW INC
1119 MAIN STREET	BRIDGEPORT	CT	066044311	PC	BUILDING POWER	$12,500
BRIDGEPORT RESCUE MISSION INC
PO BOX 9057	BRIDGEPORT	CT	066019057	PC	COVID-19 EMERGENCY PANTRY	$1,000
BUILDING ONE COMMUNITY
75 SELLECK STREET	STAMFORD	CT	06902	PC	EMERGENCY ASSISTANCE FOR IMMIGRANTS	$5,000
BUILDING ONE COMMUNITY
75 SELLECK STREET	STAMFORD	CT	06902	PC	POWER (PARENTS ORGANIZED WILL EFFECT RESULTS)	$100,000
CAROLINE HOUSE INC
574 STILLMAN STREET	BRIDGEPORT	CT	066081328	PC	EMERGENCY COVID RELIEF FUND FOR IMMIGRANT FAMILIES IN BRIDGEPORT	$5,000
CENTER FOR LEADERSHIP AND JUSTICE
47 VINE STREET	HARTFORD	CT	061122246	PC	VIDEO CLIPS AND SOCIAL MEDIA SUPPORT CAMPAIGNS	$5,000
CHILD AND FAMILY AGENCY OF SOUTHEASTERN CONNECTICUT INC
255 HEMPSTEAD ST	NEW LONDON	CT	063206204	PC	CHILDREN FIRST GROTON: GROTON COMMUNITY MEALS AND EMERGENCY RELIEF FUNDS FOR FAMILIES	$5,000
CHRISTIAN COMMUNITY ACTION
168 DAVENPORT AVENUE	NEW HAVEN	CT	06519	PC	ADVANCING NEW HAVEN THROUGH ADVOCACY, EDUCATION, AND EMPOWERMENT	$25,000
CITY SEED INC
817 GRAND AVENUE NO 101	NEW HAVEN	CT	065114970	PC	CITYSEED UPROOTING RACISM IN THE FOOD SYSTEM TRAINING WITH SOUL FIRE FARM	$3,500
CITYWIDE YOUTH COALITION INC
928 CHAPEL STREET SUITE 201/202	NEW HAVEN	CT	06510	PC	METROPOLITAN BUSINESS ACADEMY'S BLM@METRO	$5,000
CITYWIDE YOUTH COALITION INC
928 CHAPEL STREET SUITE 201/202	NEW HAVEN	CT	06510	PC	GENERAL OPERATING SUPPORT	$62,500
COMMON COUNCIL FOUNDATION
1624 FRANKLIN ST STE 1022	OAKLAND	CA	946122824	PC	MOVEMENT FOR BLACK LIVES (M4BL)	$200,000
COMMUNITY BONDS
PO BOX 593	NEW HAVEN	CT	06513	PC	GENERAL OPERATING SUPPORT FOR CT BAIL FUND/ IMMIGRANT BAIL FUND	$37,500
COMMUNITY FOUNDATION OF CENTRAL CONNECTICUT INC
35 PLEASANT STREET SUITE 1E	MERIDEN	CT	064507596	PC	PROVIDING TRUSTED COVID-19 VACCINE INFORMATION FOR LATINO COMMUNITIES	$5,000
COMMUNITY FOUNDATION OF EASTERN CONNECTICUT
PO BOX 769	NEW LONDON	CT	063200769	PC	NEIGHBORS FOR NEIGHBORS FUND	$5,000
COMMUNITY FOUNDATION OF EASTERN CONNECTICUT
PO BOX 769	NEW LONDON	CT	063200769	PC	CFECT FUND FOR RACIAL JUSTICE	$20,000
COMMUNITY FOUNDATION OF EASTERN CONNECTICUT
PO BOX 769	NEW LONDON	CT	063200769	PC	DIVERSITY, EQUITY AND INCLUSION TRAINING AT THE DAY	$5,000
COMMUNITY MEDIATION INC
1253 WHITNEY AVENUE	HAMDEN	CT	06517	PC	GENERAL OPERATING SUPPORT FOR STUDENTS FOR EDUCATIONAL JUSTICE	$100,000
COMMUNITY MEDIATION INC
1253 WHITNEY AVENUE	HAMDEN	CT	06517	PC	STUDENTS FOR EDUCATIONAL JUSTICE'S PROJECT THE ANTI-RACIST TEACHING AND LEARNING COLLECTIVE (ARTLC)	$50,000
CONGREGATIONS ORGANIZED FOR A NEW CONNECTICUT INC
PO BOX 4298	HAMDEN	CT	065140298	PC	GENERAL OPERATING SUPPORT	$100,000
CONGREGATIONS ORGANIZED FOR A NEW CONNECTICUT INC
PO BOX 4298	HAMDEN	CT	065140298	PC	STUDENT LOAN FUND	$10,000
CONNECTICUT CITIZEN RESEARCH GROUP INC
30 ARBOR ST STE 6N	HARTFORD	CT	061061215	PC	STATEWIDE EDUCATION EQUITY ORGANIZING INITIATIVE	$37,500
CONNECTICUT CITIZEN RESEARCH GROUP INC
30 ARBOR ST STE 6N	HARTFORD	CT	061061215	PC	STATEWIDE EDUCATION EQUITY ORGANIZING INITIATIVE	$25,000
CONNECTICUT COUNCIL FOR PHILANTHROPY
75 CHARTER OAK AVENUE SUITE 1-205	HARTFORD	CT	06106	PC	CCP'S ANNUAL CONFERENCE	$10,000
CONNECTICUT IMMIGRANT AND REFUGEE COALITION INC
40 WOODLAND ST STE 2	HARTFORD	CT	061052334	PC	ACCOUNTING SUPPORT	$2,800
CONNECTICUT PUBLIC BROADCASTING INC
1049 ASYLUM AVENUE	HARTFORD	CT	061052432	PC	REPORT FOR AMERICA PROGRAM	$5,000
CONNECTICUT WOMENS EDUCATIONAL AND LEGAL FUND INC
75 CHARTER OAK AVE SUITE 1-300	HARTFORD	CT	061060000	PC	WOMEN OF COLOR ECONOMIC SECURITY INITIATIVE	$12,500
CONNECTICUT WOMENS EDUCATIONAL AND LEGAL FUND INC
75 CHARTER OAK AVE SUITE 1-300	HARTFORD	CT	061060000	PC	GENERAL SUPPORT	$5,000
CONNECTICUT WOMENS EDUCATIONAL AND LEGAL FUND INC
75 CHARTER OAK AVE SUITE 1-300	HARTFORD	CT	061060000	PC	RAISE YOUR VOICE: WOMEN'S ECONOMIC SECURITY PROJECT	$33,000
CONNECTICUT ZOOLOGICAL SOCIETY INC
1875 NOBLE AVE	BRIDGEPORT	CT	066101646	PC	GENERAL SUPPORT	$500
COUNCIL OF CHURCHES OF GREATER BRIDGEPORT INC
1718 CAPITOL AVE	BRIDGEPORT	CT	066041531	PC	RAISING THE BAR	$7,000
DREAMKIT INC
1204 MAIN ST NUM 749	BRANFORD	CT	064053787	PC	ONBOARDING YOUTH SPECIALISTS	$5,000
EAST HARTFORD SCHOOL BUSINESS PARTNERSHIPS INC
1110 MAIN STREET	EAST HARTFORD	CT	061082240	PC	CULTURAL RESPONSIVENESS AND EQUITY PROFESSIONAL DEVELOPMENT SERIES	$5,357
EDUCATORS FOR EXCELLENCE
153 EAST ST SUITE 400	NEW HAVEN	CT	06511	PC	ADVANCING EDUCATIONAL EQUITY IN CONNECTICUT	$12,500
ELM CITY MONTESSORI SCHOOL
375 QUINNIPIAC AVENUE	NEW HAVEN	CT	06513	PC	ABAR AT ECMS	$75,000
FAITHACTS FOR EDUCATION INC
160 FAIRFIELD AVENUE	BRIDGEPORT	CT	066044205	PC	GENERAL OPERATING SUPPORT	$100,000
FERGUSON LIBRARY
96 BROAD ST	STAMFORD	CT	069012312	PC	GENERAL SUPPORT IN MEMORY OF DUDLEY WILLIAMS	$1,000
FILLING IN THE BLANKS INC
346 MAIN AVE STE 3A	NORWALK	CT	068511591	PC	WEEKEND MEAL PROGRAM	$5,000
FIRST CONG CHURCH OF BLOOMFIELD
10 WINTONBURY AVE	BLOOMFIELS	CT	06002	PC	GENERAL SUPPORT	$40,000
FISH OF GREATER NEW HAVEN
PO BOX 8552	NEW HAVEN	CT	065310552	PC	PANTRY TO PANTRY	$1,000
FIVE FROGS INC
357 COMMERCE DRIVE 1142	FAIRFIELD	CT	068257700	PC	GENERAL SUPPORT	$5,000
FRIENDS OF WOOD MEMORIAL LIBRARY AND MUSEUM INC
PO BOX 131	SOUTH WINDSOR	CT	060740131	PC	PROVIDING A PLATFORM FOR NEW ENGLAND NATIVE AMERICANS IN EDUCATION	$1,000
GIRL SCOUTS OF CONNECTICUT INC
340 WASHINGTON ST	HARTFORD	CT	061063317	PC	RACIAL EQUITY TRAINING & SUPPORT GRANT	$7,000
HARRIET BEECHER STOWE CENTER INC
77 FOREST ST	HARTFORD	CT	061053243	PC	STAFF TRAINING INITIATIVES: FOSTERING COMPASSIONATE DISCUSSIONS AT THE HARRIET BEECHER STOWE CENTER	$5,000
HARTFORD FOOD SYSTEM INC
190 WETHERSFIELD AVE	HARTFORD	CT	061141113	PC	GROW HARTFORD YOUTH PROGRAM	$30,000
HARTFORD PARENT UNIVERSITY INC
330 MARKET STREET 3RD FLOOR	HARTFORD	CT	061202901	PC	GENERAL OPERATING SUPPORT	$75,000
HEALTH EDUCATION CENTER INC
55 MAIN ST UNIT 270	NORWICH	CT	063605760	PC	HEALTH DATA AND BEST PRACTICES INITIATIVE FOR CT NATIVE AMERICAN COMMUNITIES	$10,000
HEALTH EQUITY SOLUTIONS INC
53 OAK ST	HARTFORD	CT	061061513	PC	BUILDING COMMUNITY POWER TO ADVANCE SB.1 HEALTH EQUITY PRIORITIES	$8,000
HIGHER HEIGHTS YOUTH EMPOWERMENT PROGRAMS INC
157 CHURCH STREET 19TH FLOOR STE 2	NEW HAVEN	CT	065102100	PC	DELT EQUITY ACTION PLAN	$120,750
HOPE FOR NEW HAVEN INC
81 OLIVE ST	NEW HAVEN	CT	065116910	PC	TEACHER IN RESIDENCE APPRENTICESHIP PROGRAM	$50,000
HOPE FOR NEW HAVEN INC
81 OLIVE ST	NEW HAVEN	CT	065116910	PC	CERCLE PROVIDER NETWORK AND TEACHER APPRENTICE PROGRAM	$54,000
HORIZONS INC
127 BABCOCK HILL RD	SOUTH WINDHAM	CT	062661137	PC	PPE FOR HORIZONS SUMMER CAMP	$1,000
IGL CHRISTIANA ESTRELLA RESPLANDECIENTE DE JACOB
185 CHAPEL ST	NEW HAVEN	CT	06513	PC	MORE ROOM AND A SAFE PLACE	$5,000
IMMIGRANT HISTORY INITIATIVE INCORPORATED
187 MONTGOMERY ST APT 3	JERSEY CITY	NJ	073023666	PC	TRANSLATIONS FOR PARENT GUIDE ON TALKING TO KIDS ABOUT ASIAN AMERICAN IDENTITY AND RACISM	$10,000
INSPIRED GIRLS CLUB INC
593 FARMINGTON AVE	HARTFORD	CT	06105	PC	FOOD FOR THE BUILDING OUR STRENGTHS PROGRAM	$3,480
JEWISH FAMILY SERVICE OF GREATER HARTFORD INC
333 BLOOMFIELD AVENUE	WEST HARTFORD	CT	061171500	PC	JEWISH FAMILY SERVICES OF GREATER HARTFORD ANTI-RACISM WORK	$5,000
KATAL CENTER FOR HEALTH EQUITY AND JUSTICE INC
30 LAUREL STREET	HARTFORD	CT	06106	PC	APPRENTICE ORGANIZER PROGRAM	$37,500
KATAL CENTER FOR HEALTH EQUITY AND JUSTICE INC
30 LAUREL STREET	HARTFORD	CT	06106	PC	BUILDING LEADERSHIP AND ORGANIZING CAPACITY (BLOC) PROGRAM	$41,500
KNOX INC
75 LAUREL STREET	HARTFORD	CT	06106	PC	HEALTHY FOOD FOR HARTFORD RESIDENTS IN NEED DURING COVID-19	$5,000
LEADERSHIP EDUCATION AND ATHLETICS IN PARTNERSHIP INC
31 JEFFERSON ST	NEW HAVEN	CT	065114947	PC	GENERAL SUPPORT	$5,000
LIBERTY COMMUNITY SERVICES INC
153 EAST ST STE 100	NEW HAVEN	CT	065115947	PC	COVID-19 CLEANING SUPPLIES AND SERVICES	$1,000
LIFE IN MY DAYS INC
PO BOX 2478	WORCESTER	MA	01613	PC	LA BODEGUITA DE LA GENTE: FAMILIES AFFECTED BY COVID	$10,000
LIFE IN MY DAYS INC
PO BOX 2478	WORCESTER	MA	01613	PC	LA BODEGUITA DE LA GENTE	$10,000
LIFE IN MY DAYS INC
PO BOX 2478	WORCESTER	MA	01613	PC	TECHNOLOGY FUNDING	$5,000
MADRE LATINA ORGANIZATION INC
PO BOX 3082	WATERBURY	CT	067050082	PC	SPONSORSHIP OF ACHIEVERS AND AWARDS GALA FOR 2021	$500
MAKE THE ROAD STATES INC
92-10 ROOSEVELT AVE	JACKSON HEIGHTS	NY	11372	PC	GENERAL OPERATING SUPPORT FOR MAKE THE ROAD CT	$100,000
MARK TWAIN LIBRARY ASSN INC
RT 53 DIAMOND HILL RD	REDDING	CT	068960000	PC	EQUITY, DIVERSITY, AND INCLUSION FLUENCY	$1,700
MIDDLESEX UNITED WAY INC
100 RIVERVIEW CENTER SUITE 230	MIDDLETOWN	CT	064573445	PC	GENERAL OPERATING SUPPORT FOR MIDDLETOWN RACIAL JUSTICE COALITION	$50,000
MINORITY INCLUSION PROJECT INCORPORATED
1131-0 TOLLAND TPKE STE 16	MANCHESTER	CT	06042	PC	BOARD DIVERSITY INITIATIVE HARTFORD	$12,500
MONTESSORI FOR SOCIAL JUSTICE
5243 CREEKBEND DR	HOUSTON	TX	770965211	PC	SANKOFA LEARNING CENTER: GREAT GIVE MATCH	$10,000
MUTUAL HOUSING ASSOCIATION OF SOUTHWESTERN CONNECTICUT INC DBA CONNECTICUT
1235 HUNTINGTON TURNPIKE	TRUMBULL	CT	066115362	PC	COVID-19 EMERGENCY RENT BANK RENTAL ASSISTANCE	$10,000
NATIONAL BLACK CHILD DEVELOPMENT INSTITUTE INC
8455 COLESVILLE RD STE 910	SILVER SPRING	MD	209103319	PC	GENERAL SUPPORT	$10,000
NEIGHBOR FUND INC
PO BOX 737	WILLIMANTIC	CT	062260737	PC	CT UNDOCUFUND	$20,000
NEIGHBORHOOD HOUSING SERVICES OF WATERBURY INC
193 GRAND STREET 3RD FLOOR	WATERBURY	CT	067021919	PC	SPIRIT OF UNITY FESTIVAL	$1,000
NEIGHBORHOOD HOUSING SERVICES OF WATERBURY INC
193 GRAND STREET 3RD FLOOR	WATERBURY	CT	067021919	PC	WATERBURY RENT RELIEF	$10,000
NEIGHBORHOOD HOUSING SERVICES OF WATERBURY INC
193 GRAND STREET 3RD FLOOR	WATERBURY	CT	067021919	PC	THE UNGROUP SOCIETY: COMMUNITY IN EDUCATION TEACHING PARTNERSHIP	$25,000
NEW HAVEN CHILDREN'S IDEAL LEARNING DISTRICT (NH CHILD) INC
495 BLAKE STREET	NEW HAVEN	CT	06515	PC	GENERAL SUPPORT	$1,000
NEW HAVEN INTERNATIONAL FESTIVAL OF ARTS & IDEAS INC
195 CHURCH ST 12TH FLOOR	NEW HAVEN	CT	065102009	PC	GENERAL SUPPORT	$1,000
NEW HAVEN LEGAL ASSISTANCE ASSOCIATION INC
205 ORANGE ST	NEW HAVEN	CT	065102014	PC	COMMUNITY AND ECONOMIC JUSTICE	$25,000
NEW HAVEN LEGAL ASSISTANCE ASSOCIATION INC
205 ORANGE ST	NEW HAVEN	CT	065102014	PC	COMMUNITY AND ECONOMIC JUSTICE	$25,000
NEW HAVEN SYMPHONY ORCHESTRA INC
4 HAMILTON ST	NEW HAVEN	CT	065115905	PC	JUSTICE, EQUITY, DIVERSITY, INCLUSION TRAINING AND AUDIT	$5,000
NEW HORIZONS INC
37 BLISS MEMORIAL DRIVE	FARMINGTON	CT	060850000	PC	PERSONAL PROTECTIVE EQUIPMENT (PPE) FOR NEW HORIZONS VILLAGE	$1,000
NORWALK GRASSROOTS TENNIS & EDUCATION INC
11 INGALLS AVE	NORWALK	CT	068544605	PC	GRASSROOTS RACE EQUITY PLANNING	$5,000
NORWALK MUTUAL AID
24 INGALLS AVE APT 2	NORWALK	CT	068544673	PC	WATERBURY MUTUAL AID: FOOD SUPPORT NETWORK AND COMMUNITY GARDEN	$10,000
NORWALK MUTUAL AID
24 INGALLS AVE APT 2	NORWALK	CT	068544673	PC	GENERAL COMMUNITY SUPPORT	$5,000
OPEN COMMUNITIES ALLIANCE
75 CHARTER OAK AVENUE SUITE 1-210	HARTFORD	CT	061061903	PC	COMMUNITY COLLABORATIONS FOR SYSTEMIC TRANSFORMATIONS	$75,000
OPEN COMMUNITIES ALLIANCE
75 CHARTER OAK AVENUE SUITE 1-210	HARTFORD	CT	061061903	PC	ADVOCATING FOR AN EQUITABLE CONNECTICUT	$5,000
OPEN COMMUNITIES ALLIANCE
75 CHARTER OAK AVENUE SUITE 1-210	HARTFORD	CT	061061903	PC	OCA STAFF AND BOARD RACE EQUITY TRAINING	$10,000
OPEN COMMUNITIES ALLIANCE
75 CHARTER OAK AVENUE SUITE 1-210	HARTFORD	CT	061061903	PC	DE-DESIGNING SEGREGATION	$1,000
PACIFIC HOUSE INC
137 HENRY ST STE 205	STAMFORD	CT	069025842	PC	COVID-19 MEALS RELIEF	$5,000
PERSON TO PERSON INC
1864 POST RD	DARIEN	CT	068205802	PC	EMERGENCY ASSISTANCE PROGRAM	$2,500
PLAYHOUSE THEATRE GROUP INC
244 PARK RD	WEST HARTFORD	CT	061192018	PC	KILL MOVE PARADISE BY JAMES IJAMES	$5,000
RECENTER RACE & EQUITY IN EDUCATION INC
75 CHARTER OAK AVENUE SUITE 1-310	HARTFORD	CT	06106	PC	OPERATIONALIZING RACIAL EQUITY ACROSS SYSTEMS	$150,000
REGIONAL YOUTH ADULT SOCIAL ACTION PARTNERSHIP INC
2470 FAIRFIELD AVE	BRIDGEPORT	CT	066052647	PC	LEADERSHIP GRANT	$4,000
REGIONAL YOUTH ADULT SOCIAL ACTION PARTNERSHIP INC
2470 FAIRFIELD AVE	BRIDGEPORT	CT	066052647	PC	CT JUVENILE JUSTICE ALLIANCE JUSTICE ADVISORS	$25,000
REGIONAL YOUTH ADULT SOCIAL ACTION PARTNERSHIP INC
2470 FAIRFIELD AVE	BRIDGEPORT	CT	066052647	PC	CT JUSTICE ALLIANCE- JUSTICE ADVISORS	$29,000
RELAY GRADUATE SCHOOL OF EDUCATION
PO BOX 9196	NEW HAVEN	CT	06532	PC	LIBERATED: AN ANTI-RACIST APPROACH TO SOCIAL AND EMOTIONAL LEARNING	$155,000
RELAY GRADUATE SCHOOL OF EDUCATION
PO BOX 9196	NEW HAVEN	CT	06532	PC	LIBERATED: AN ANTI-RACIST APPROACH TO SOCIAL AND EMOTIONAL LEARNING	$86,250
SAINT THOMAS MORE CORPORATION
268 PARK ST	NEW HAVEN	CT	065114714	PC	UNRESTRICTED SUPPORT OF THE SOUP KITCHEN IN HONOR OF MOTHER'S DAY AND IN MEMORY OF JEAN GRAUSTEIN	$5,000
SANDY HOOK PROMISE FOUNDATION
PO BOX 3489	NEWTOWN	CT	064703489	PC	SANDY HOOK PROMISE: OVERCOMING RACISM	$5,000
SAVE GIRLS ON FYER
276 HIGHLAND AVENUE	WATERBURY	CT	067083022	PC	GENERAL OPERATING SUPPORT	$100,000
SERC FOUNDATION INC
100 ROSCOMMON DR STE 110	MIDDLETOWN	CT	064577559	PC	COURAGEOUS LEADERSHIP-COHERENCE & SUSTAINABILITY	$125,000
SERC FOUNDATION INC
100 ROSCOMMON DR STE 110	MIDDLETOWN	CT	064577559	PC	COURAGEOUS LEADERSHIP-COHERENCE & SUSTAINABILITY	$125,000
ST VINCENT DEPAUL PLACE MIDDLETOWN INC
617 MAIN ST	MIDDLETOWN	CT	064572762	PC	AMAZING GRACE FOOD PANTRY FOOD DURING PANDEMIC	$5,000
SUNRISE CAFE NEW HAVEN INC
57 OLIVE ST	NEW HAVEN	CT	065115739	PC	REOPENING SUNRISE CAFE	$900
THE CHRISTIAN ACTIVITIES COUNCIL
47 VINE STREET	HARTFORD	CT	06112	PC	GENERAL SUPPORT	$100,000
THE CONNECTICUT ASSOCIATION OF BOARDS OF EDUCATION INCORPORATED
81 WOLCOTT HILL ROAD	WETHERSFIELD	CT	061091268	PC	CABE DIVERSITY, EQUITY AND INCLUSION ACTION PLAN	$10,000
THE PROSPERITY FOUNDATION INC
1287 CHAPEL STREET	NEW HAVEN	CT	065114514	PC	BLACK COMMUNITY GRANT GIVE	$27,500
THE PROSPERITY FOUNDATION INC
1287 CHAPEL STREET	NEW HAVEN	CT	065114514	PC	BLACK EXECUTIVES ROUNDTABLE RESEARCH FOR THE CREATION OF THE INSTITUTE FOR BLACK NON-PROFIT EXECUTIVES	$10,000
THE PROSPERITY FOUNDATION INC
1287 CHAPEL STREET	NEW HAVEN	CT	065114514	PC	BLACK BUSINESS ALLIANCE PURCHASE OF MASKS FOR COVID RESPONSE	$1,000
THE TOWERS FOUNDATION
18 TOWER LANE	NEW HAVEN	CT	065191764	PC	MEAL SUBSIDY FOR LOW INCOME MINORITY SENIORS	$10,000
THE UNITED WAY OF GREATER WATERBURY INC
100 NORTH ELM STREET 2ND FLOOR	WATERBURY	CT	067232688	PC	WATERBURY BRIDGE TO SUCCESS: BUILDING COMMUNITY CAPACITY AND SHIFTING POWER	$100,000
THE UNITED WAY OF GREATER WATERBURY INC
100 NORTH ELM STREET 2ND FLOOR	WATERBURY	CT	067232688	PC	LET'S TALK ABOUT RACE FAMILY GUIDE BOOK	$50,000
THE UNITED WAY OF GREATER WATERBURY INC
100 NORTH ELM STREET 2ND FLOOR	WATERBURY	CT	067232688	PC	DIVERSITY EQUITY & INCLUSION - EDUCATION, INTERNAL REVIEW AND STRATEGY DEVELOPMENT	$5,000
THIRD SECTOR NEW ENGLAND INC
89 SOUTH ST STE 700	BOSTON	MA	021112679	PC	DATA AND ANALYSIS TO REDUCE OR ELIMINATE THE RACIAL FUNDING DISPARITY IN K-12 EDUCATION THAT EXISTS IN CONNECTICUT.	$10,000
TRAVELER ON A MISSION
PO BOX 597	ANSONIA	CT	064011408	PC	WELLNESS WAGON	$5,000
TURN 2 FOUNDATION INC
215 PARK AVE SOUTH SUITE 1905	NEW YORK	NY	10003	PC	GENERAL SUPPORT	$1,000
UNITARIAN UNIVERSALIST SOCIETY EAST
153 VERNON STREET	MANCHESTER	CT	06042	PC	UNRESTRICTED SUPPORT OF POWERUP CT	$5,000
UNITED WAY OF COASTAL FAIRFIELD COUNTY INC
855 MAIN STREET 10 FLOOR	BRIDGEPORT	CT	066044915	PC	GARY CROOK MEMORIAL CENTER	$5,000
UNITED WAY OF COASTAL FAIRFIELD COUNTY INC
855 MAIN STREET 10 FLOOR	BRIDGEPORT	CT	066044915	PC	PT PARTNERS: RESIDENT LEADERSHIP DEVELOPMENT PROGRAM	$75,000
UNITED WAY OF GREATER NEW HAVEN INC
370 JAMES STREET SUITE 403	NEW HAVEN	CT	065133091	PC	SEMILLA COLLECTIVE MUTUAL AID EFFORTS	$30,000
UNITED WE DREAM NETWORK INC
PO BOX 33231	WASHINGTON	DC	20033	PC	GENERAL OPERATING SUPPORT FOR CT STUDENTS FOR A DREAM	$100,000
UNIVERSITY OF CONNECTICUT FOUNDATION INC
10 TALCOTT NOTCH ROAD SUITE 100	FARMINGTON	CT	06032	PC	WCGMF SCHOLARS PROGRAM	$42,000
URBAN CONCEPTS INC
44 RICHARDSON ST	BRIDGEPORT	CT	066101637	PC	UNIDAD LATINA EN ACCION: BUILDING MIGRANT WORKER POWER FOR RACIAL AND ECONOMIC JUSTICE	$80,000
URBAN CONCEPTS INC
44 RICHARDSON ST	BRIDGEPORT	CT	066101637	PC	COVID-19 UTILITY & CHILD CARE RELIEF PROGRAM	$5,000
WOMENS MENTORING NETWORK INC
141 FRANKLIN ST	STAMFORD	CT	069011014	PC	E TO THE 4TH POWER PROGRAM (EMPLOYMENT, EDUCATION, ECONOMIC MOBILITY, EMPOWERMENT)	$5,000
WRITERS BLOCK INK INCORPORATED
PO BOX 368	NEW LONDON	CT	063200368	PC	GENERAL OPERATING SUPPORT	$25,000
YWCA HARTFORD REGION INC
135 BROAD STREET	HARTFORD	CT	061053718	PC	STAND AGAINST RACISM VIRTUAL EVENT/STAND AGAINST RACISM 7 DAY CHALLENGE	$3,300

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$4,189,787	TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (49 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
A BETTER WAY FOUNDATION ABWF INC
POBOX 942	HARTFORD	CT	061430942	PC	STEP UP NEW LONDON	$45,000
A BETTER WAY FOUNDATION ABWF INC
POBOX 942	HARTFORD	CT	061430942	PC	GENERAL OPERATING SUPPORT OF HEARING YOUTH VOICES	$100,000
A BETTER WAY FOUNDATION ABWF INC
POBOX 942	HARTFORD	CT	061430942	PC	GENERAL OPERATING SUPPORT OF CT BLACK AND BROWN STUDENT UNION	$87,000
A BETTER WAY FOUNDATION ABWF INC
POBOX 942	HARTFORD	CT	061430942	PC	GENERAL OPERATING SUPPORT	$50,000
ACHIEVE HARTFORD INC
221 MAIN ST 3RD FL	HARTFORD	CT	061061890	PC	RACCE- RACIAL INEQUALITY IN GREATER WATERBURY	$43,500
ALL OUR KIN INC
PO BOX 8477	NEW HAVEN	CT	06530	PC	CENTERING EQUITY AT ALL OUR KIN, IN OUR FAMILY CHILD CARE NETWORKS, AND OUR COUNTRY	$62,000
ALLIANCE FOR SELF-DIRECTED EDUCATION
20 COTTAGE ST	SHARON	MA	020672131	PC	THE MRM VILLAGE	$25,000
AMISTAD UNITED CHURCH OF CHRIST INC
PO BOX 340292	HARTFORD	CT	06134	PC	GENERAL OPERATING SUPPORT OF MORAL MONDAY CT	$50,000
ARTS COUNCIL OF GREATER NEW HAVEN INC
70 AUDUBON STREET 2	NEW HAVEN	CT	065101248	PC	GENERAL OPERATING SUPPORT FOR BLACK INFINITY COLLECTIVE	$105,000
BRIDGEPORT GENERATION NOW INC
1119 MAIN STREET	BRIDGEPORT	CT	066044311	PC	BRIDGEPORT GENERATION NOW	$12,500
BUILDING ONE COMMUNITY
75 SELLECK STREET	STAMFORD	CT	06902	PC	POWER (PARENTS ORGANIZED WILL EFFECT RESULTS)	$100,000
CENTER FOR LEADERSHIP AND JUSTICE
47 VINE STREET	HARTFORD	CT	061122246	PC	GENERAL OPERATING SUPPORT	$108,000
CHRISTIAN COMMUNITY ACTION
168 DAVENPORT AVENUE	NEW HAVEN	CT	06519	PC	MOTHERS AND OTHERS FOR JUSTICE: NOTHING ABOUT US WITHOUT US	$20,000
CITYWIDE YOUTH COALITION INC
928 CHAPEL STREET SUITE 201/202	NEW HAVEN	CT	06510	PC	GENERAL OPERATING SUPPORT	$133,000
CLIFFORD W BEERS GUIDANCE CLINIC INCORPORATED
5 SCIENCE PARK	NEW HAVEN	CT	065111966	PC	FAMILY WELLNESS CENTER	$12,500
COMMON COUNCIL FOUNDATION
1624 FRANKLIN ST STE 1022	OAKLAND	CA	946122824	PC	MOVEMENT FOR BLACK LIVES (M4BL)	$200,000
COMMUNITY BONDS
PO BOX 593	NEW HAVEN	CT	06513	PC	GENERAL OPERATING SUPPORT FOR CT BAIL FUND	$83,000
COMMUNITY MEDIATION INC
1253 WHITNEY AVENUE	HAMDEN	CT	06517	PC	STUDENTS FOR EDUCATIONAL JUSTICE'S PROJECT THE ANTI-RACIST TEACHING AND LEARNING COLLECTIVE (ARTLC)	$50,000
COMMUNITY MEDIATION INC
1253 WHITNEY AVENUE	HAMDEN	CT	06517	PC	GENERAL OPERATING SUPPORT FOR STUDENTS FOR EDUCATIONAL JUSTICE	$100,000
CONGREGATIONS ORGANIZED FOR A NEW CONNECTICUT INC
PO BOX 4298	HAMDEN	CT	065140298	PC	GENERAL OPERATING SUPPORT	$100,000
CONNECTICUT CITIZEN RESEARCH GROUP INC
30 ARBOR ST STE 6N	HARTFORD	CT	061061215	PC	STATEWIDE EDUCATION EQUITY ORGANIZING INITIATIVE	$25,000
CONNECTICUT COUNCIL FOR PHILANTHROPY
75 CHARTER OAK AVENUE SUITE 1-205	HARTFORD	CT	06106	PC	GENERAL OPERATING SUPPORT FOR SUPPORT ORGANIZING WORK CT (SOW-CT)	$50,000
EDUCATORS FOR EXCELLENCE
153 EAST ST SUITE 400	NEW HAVEN	CT	06511	PC	ADVANCING EDUCATIONAL EQUITY IN CONNECTICUT	$25,000
FAITHACTS FOR EDUCATION INC
160 FAIRFIELD AVENUE	BRIDGEPORT	CT	066044205	PC	GENERAL OPERATING SUPPORT	$112,000
HARTFORD FOOD SYSTEM INC
190 WETHERSFIELD AVE	HARTFORD	CT	061141113	PC	GROW HARTFORD YOUTH PROGRAM	$60,000
HARTFORD PARENT UNIVERSITY INC
330 MARKET STREET 3RD FLOOR	HARTFORD	CT	061202901	PC	HPU'S BOTTOM UP PROGRAM	$75,000
HIGHER HEIGHTS YOUTH EMPOWERMENT PROGRAMS INC
157 CHURCH STREET 19TH FLOOR STE 2	NEW HAVEN	CT	065102100	PC	NEW HAVEN PUBLIC SCHOOLS TALENT MANAGEMENT	$50,000
HOPE FOR NEW HAVEN INC
81 OLIVE ST	NEW HAVEN	CT	065116910	PC	CERCLE PROVIDER NETWORK AND TEACHER APPRENTICE PROGRAM	$54,000
KATAL CENTER FOR HEALTH EQUITY AND JUSTICE INC
30 LAUREL STREET	HARTFORD	CT	06106	PC	BUILDING LEADERSHIP AND ORGANIZING CAPACITY (BLOC) PROGRAM	$41,500
MAKE THE ROAD STATES INC
301 GROVE STREET	BROOKLYN	NY	11237	PC	GENERAL OPERATING SUPPORT FOR MAKE THE ROAD CT	$112,000
MIDDLESEX UNITED WAY INC
100 RIVERVIEW CENTER SUITE 230	MIDDLETOWN	CT	064573445	PC	GENERAL OPERATING SUPPORT FOR MIDDLETOWN RACIAL JUSTICE COALITION	$100,000
NEIGHBORHOOD HOUSING SERVICES OF WATERBURY INC
193 GRAND STREET 3RD FLOOR	WATERBURY	CT	067021919	PC	GENERAL OPERATING SUPPORT FOR UNGROUP SOCIETY	$50,000
NEW HAVEN LEGAL ASSISTANCE ASSOCIATION INC
205 ORANGE ST	NEW HAVEN	CT	065102014	PC	COMMUNITY AND ECONOMIC JUSTICE	$25,000
OPEN COMMUNITIES ALLIANCE
75 CHARTER OAK AVENUE SUITE 1-210	HARTFORD	CT	061061903	PC	GREENLINING CONNECTICUT: PROMOTING INCLUSIVE ZONING, REVILITZATION, HOUSING VOUCHER, AND HOUSING INVESTMENT POLICIES	$83,000
RECENTER RACE & EQUITY IN EDUCATION INC
75 CHARTER OAK AVENUE SUITE 1-310	HARTFORD	CT	06106	PC	RE CENTER RACE & EQUITY IN EDUCATION	$150,000
REGIONAL YOUTH ADULT SOCIAL ACTION PARTNERSHIP INC
2470 FAIRFIELD AVE	BRIDGEPORT	CT	066052647	PC	CT JUSTICE ALLIANCE- JUSTICE ADVISORS	$29,000
RELAY GRADUATE SCHOOL OF EDUCATION
PO BOX 9196	NEW HAVEN	CT	06532	PC	LIBERATED: AN ANTI-RACIST APPROACH TO SOCIAL AND EMOTIONAL LEARNING	$38,750
RELAY GRADUATE SCHOOL OF EDUCATION
PO BOX 9196	NEW HAVEN	CT	06532	PC	BIPOC STUDENT RETENTION INITIATIVE	$100,000
SAVE GIRLS ON FYER
276 HIGHLAND AVENUE	WATERBURY	CT	067083022	PC	LIBERATION AT THE CENTER	$100,000
SERC FOUNDATION INC
100 ROSCOMMON DR STE 110	MIDDLETOWN	CT	064577559	PC	COURAGEOUS LEADERSHIP-COHERENCE & SUSTAINABILITY	$125,000
THE PROSPERITY FOUNDATION INC
1287 CHAPEL STREET	NEW HAVEN	CT	065114514	PC	BLACK COMMUNITY GRANT GIVE	$55,000
THE UNITED WAY OF GREATER WATERBURY INC
100 NORTH ELM STREET 2ND FLOOR	WATERBURY	CT	067232688	PC	WATERBURY BRIDGE TO SUCCESS COMMUNITY PARTNERSHIP: RESTORING THE VILLAGE	$100,000
THE UNITED WAY OF GREATER WATERBURY INC
100 NORTH ELM STREET 2ND FLOOR	WATERBURY	CT	067232688	PC	STATEWIDE LET'S TALK ABOUT RACE (LTAR) GUIDE	$50,000
ULYSSES S GRANT FOUNDATION INC
PO BOX 200082	NEW HAVEN	CT	065200082	PC	GENERAL SUPPORT	$1,000
UNITED WAY OF COASTAL FAIRFIELD COUNTY INC
855 MAIN STREET 10 FLOOR	BRIDGEPORT	CT	066044915	PC	PT PARTNER'S CAPACITY EXPANSION PROJECT	$75,000
UNITED WE DREAM NETWORK INC
PO BOX 33231	WASHINGTON	DC	20033	PC	GENERAL OPERATING SUPPORT FOR CT STUDENTS FOR A DREAM	$112,000
UNIVERSITY OF CONNECTICUT FOUNDATION INC
10 TALCOTT NOTCH ROAD SUITE 100	FARMINGTON	CT	06032	PC	SCHOLARS PROGRAM	$54,600
URBAN CONCEPTS INC
44 RICHARDSON ST	BRIDGEPORT	CT	066101637	PC	UNIDAD LATINA EN ACCION (ULA): BUILDING MIGRANT POWER FOR RACIAL AND ECONOMIC JUSTICE	$83,000
WRITERS BLOCK INK INCORPORATED
PO BOX 368	NEW LONDON	CT	063200368	PC	GENERAL OPERATING SUPPORT	$50,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Apprv Fut	$3,472,350	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$210,462	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$344,135	ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

Field	Value	IRS element (for citing)
Business	902001	BusinessCd
Unrelated Business Taxbl Incm	$43,806	UnrelatedBusinessTaxblIncmAmt
Exclusion	14	ExclusionCd
Exclusion	$8,918,956	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$3,358,403	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$43,806	UnrelatedBusinessTaxblIncmAmt
Exclusion	$12,831,956	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$12,875,762	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	0	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	0	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	0	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	0	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	0	ReimbursementArrangementsInd
Loans Or Loan Guarantees	0	LoansOrLoanGuaranteesInd
Performance Of Services Etc	0	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	0	RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNum	Address Line1ContributorUSAddress/AddressLine1Txt	CityContributorUSAddress/CityNm	State AbbreviationContributorUSAddress/StateAbbreviationCd	ZIPContributorUSAddress/ZIPCd	Total ContributionsTotalContributionsAmt	Person ContributionPersonContributionInd	Noncash ContributionNoncashContributionInd
WILLIAM GRAUSTEIN
1	ONE HAMDEN CENTER SUITE 2B 2319 WHI	HAMDEN	CT	06518	$700,000	Yes (X)
ESTATE OF JEAN GRAUSTEIN
2	250 DYER STREET	NEW HAVEN	CT	06511	$3,275,675		Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

Field	Value	IRS element (for citing)
Contributor	2	ContributorNum
Noncash Property	SECURITIES	NoncashPropertyDesc
Fair Market Value	$3,275,675	FairMarketValueAmt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
AUDITORS	$0	$0	$0	$0
ACCOUNTANTS	$155,458	$89,594	$0	$65,865

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (3 entries)

PropertyPropertyDesc	AcquiredAcquiredDt	Cost Or Other BasisCostOrOtherBasisAmt	Prior Year DepreciationPriorYearDepreciationAmt	Computation MethodComputationMethodTxt	LifeLifeRt	Current Year ExpenseCurrentYearExpenseAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt
EQUIPMENT	2015-01-01	$68,525	$48,097	200DB	7.000000000000	$4,898	$0	$4,898
FURNITURE	2015-01-01	$125,772	$49,962	200DB	7.000000000000	$19,962	$0	$19,962
LEASEHOLD IMPROVEMENTS	2015-01-01	$367,025	$310,030	200DB	7.000000000000	$27,606	$0	$27,606

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (72 entries)

BondBondNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
ABBOTT LABS 2.95% DUE 03-15-2025	$120,788	$120,788
ABBVIE INC 3.2% 11-21-2029	$112,370	$112,370
ALEXANDRIA REAL 4.9% DUE 12-15-2030	$54,107	$54,107
AMERICAN ELEC PWR CO INC 1.0% DUE 11-01-2025 REG	$88,044	$88,044
AMERICAN HONDA FIN CORP FIXED 2.05% 01-10-2023	$121,775	$121,775
AMERICAN TOWER CORP NEW 1.6% DUE 04-15-2026 BEO	$10,893	$10,893
AMERN EXPRESS CO 2.5% DUE 07-30-2024	$82,666	$82,666
AMERN TOWER CORP 3.125% DUE 01-15-2027	$47,138	$47,138
AMGEN INC 2.2% DUE 02-21-2027	$28,678	$28,678
AMGEN INC 2.2% DUE 02-21-2027	$63,501	$63,501
ANHEUSER-BUSCH COS LLC CORP 3.65% 02-01-2026	$53,708	$53,708
ANHEUSER-BUSCH COS LLC CORP 3.65% 02-01-2026	$32,225	$32,225
ANTHEM INC 3.65% 12-01-2027	$60,379	$60,379
ANTHEM INC 3.65% 12-01-2027	$54,890	$54,890
AON CORPORATION 2.8% 05-15-2030	$52,612	$52,612
APPLE INC 2.85% DUE 02-23-2023	$71,465	$71,465
AT&T INC 4.125% DUE 02-17-2026	$54,563	$54,563
AT&T INC 4.125% DUE 02-17-2026	$32,738	$32,738
BANK AMER CORP 1.898% DUE 07-23-2031	$177,250	$177,250
BSTN PPTYS LTD 2.75% DUE 10-01-2026	$20,822	$20,822
BSTN PPTYS LTD 2.75% DUE 10-01-2026	$36,439	$36,439
CARRIER GLOBAL CORP 2.242% 02-15-2025	$46,097	$46,097
CITIGROUP INC 3.2% DUE 10-21-2026	$90,124	$90,124
COMCAST CORP NEW 3.15% DUE 03-01-2026	$85,334	$85,334
COMCAST CORP NEW 3.15% DUE 03-01-2026	$48,001	$48,001
COMCAST CORP NEW 3.15% DUE 03-01-2026	$42,667	$42,667
CVS HEALTH CORP 4.3% DUE 03-25-2028	$112,301	$112,301
DISNEY WALT CO 2% DUE 09-01-2029	$66,711	$66,711
DTE ENERGY CO FIXED 1.05% DUE 06-01-2025	$122,524	$122,524
ENBRIDGE INC 4.25% DUE 12-01-2026	$54,981	$54,981
EQUINIX INC FIXED 3.2% 11-18-2029	$57,864	$57,864
GENERAL MLS INC 3.7% 10-17-2023	$57,556	$57,556
GENERAL MLS INC 3.7% 10-17-2023	$52,324	$52,324
HOME DEPOT INC 2.95% DUE 06-15-2029	$24,524	$24,524
HOME DEPOT INC 2.95% DUE 06-15-2029	$37,320	$37,320
HOME DEPOT INC 2.95% DUE 06-15-2029	$71,441	$71,441
HOME DEPOT INC 2.95% DUE 06-15-2029	$37,320	$37,320
JPMORGAN CHASE & CO 2.58% 04-22-2032	$167,310	$167,310
LINCOLN NATL CORP 3.05% DUE 01-15-2030	$46,839	$46,839
LOCKHEED MARTIN 3.55% DUE 01-15-2026	$113,715	$113,715
LOWES COS INC 3.65% DUE 04-05-2029	$115,208	$115,208
MASTERCARD INC 3.35% DUE 03-26-2030 REG	$110,112	$110,112
MERCK & CO INC NEW 3.4% DUE 03-07-2029	$136,101	$136,101
MORGAN STANLEY 3.875% DUE 04-29-2024	$53,014	$53,014
MORGAN STANLEY 3.875% DUE 04-29-2024	$37,110	$37,110
NIKE INC 2.75% DUE 03-27-2027	$132,508	$132,508
NIKE INC 2.75% DUE 03-27-2027	$42,403	$42,403
NORTHROP GRUMMAN 3.25% DUE 01-15-2028	$112,458	$112,458
NOVARTIS CAP CORP 1.75% DUE 02-14-2025	$106,499	$106,499
PEPSICO INC FIXED 2.75% 03-19-2030	$89,815	$89,815
PNC FINL SVCS 3.5% DUE 01-23-2024	$52,362	$52,362
PUBLIC SVC ENTERPRISE GROUP INC 2.875% DUE 06-15-2024	$82,855	$82,855
SANOFI S A 3.375% DUE 06-19-2023	$77,756	$77,756
SCHLUMBERGER INVT 3.65% DUE 12-01-2023	$52,229	$52,229
SEMPRA ENERGY 3.4% 01-12-2018	$111,856	$111,856
SHELL INTL FIN B V 2.875% DUE 05-10-2026	$42,451	$42,451
SHELL INTL FIN B V 2.875% DUE 05-10-2026	$47,757	$47,757
SHELL INTL FIN B V 2.875% DUE 05-10-2026	$84,902	$84,902
SIMON PPTY GROUP FIXED 2% 09-13-2024	$55,989	$55,989
SIMON PPTY GROUP FIXED 2% 09-13-2024	$40,719	$40,719
STATOIL ASA 2.65% DUE 01-15-2024	$51,559	$51,559
STATOIL ASA 2.65% DUE 01-15-2024	$82,495	$82,495
TARGET CORP 2.25% DUE 04-15-2025	$87,632	$87,632
TORONTO DOMINION BK SR MEDIUM TERM TRANCHE # TR 62 .75% 01-06-2026	$169,672	$169,672
TOTAL CAP INTL GTD NT 3.75 DUE 04-10-2024 REG	$37,150	$37,150
U S BANCORP MEDIUM 2.375% DUE 07-22-2026	$119,400	$119,400
UNITEDHEALTH GROUP 3.75% DUE 07-15-2025	$48,813	$48,813
UNITEDHEALTH GROUP 3.75% DUE 07-15-2025	$81,355	$81,355
UNITEDHEALTH GROUP 3.75% DUE 07-15-2025	$43,390	$43,390
UTD PARCEL SVC INC 3.4% DUE 03-15-2029	$147,368	$147,368
VERIZON FIXED 1.5% DUE 09-18-2030	$93,897	$93,897
XCEL ENERGY INC 4% DUE 06-15-2028	$55,136	$55,136

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (109 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
#REORG/CERNER CASH MERGER CERNER 06-08-2022	$54,793	$54,793
3M CO COM	$59,684	$59,684
ADOBE SYS INC COM	$256,878	$256,878
ADOBE SYS INC COM	$85,059	$85,059
ADR INFINEON TECHNOLOGIES AG SPONSORED ADR ADR STK ISIN# US45662N1037	$269,146	$269,146
ADR NESTLE S A SPONSORED ADR REPSTG REG SH	$469,117	$469,117
ADR NOVARTIS AG	$209,753	$209,753
ADR NOVO-NORDISK A S ADR	$55,888	$55,888
ADR ROCHE HLDG LTD SPONSORED ADR ISIN #US771195104	$135,945	$135,945
ADVANCE AUTO PTS INC COM	$54,453	$54,453
AGILENT TECHNOLOGIES INC COM	$57,634	$57,634
AIR PROD & CHEM INC COM	$375,457	$375,457
ALPHABET INC CAP STK USD0.001 CL C	$222,806	$222,806
ALPHABET INC CAP STK USD0.001 CL C	$653,951	$653,951
ALPHABET INC CAPITAL STOCK USD0.001 CL A	$327,366	$327,366
AMAZON COM INC COM	$946,953	$946,953
AMERICAN WTR WKS CO INC NEW COM	$48,159	$48,159
AMERIPRISE FINL INC COM	$49,171	$49,171
ANALOG DEVICES INC COM	$282,111	$282,111
ANALOG DEVICES INC COM	$40,076	$40,076
AON PLC	$48,691	$48,691
APPLE INC COM STK	$532,710	$532,710
APPLE INC COM STK	$273,458	$273,458
APPLIED MATERIALS INC COM	$67,507	$67,507
APTARGROUP INC COM	$31,600	$31,600
ARISTA NETWORKS INC COM	$523,250	$523,250
BECTON DICKINSON & CO COM	$385,770	$385,770
BERKSHIRE HATHAWAY INC-CL B	$325,611	$325,611
BIOGEN INC COMMON STOCK	$35,268	$35,268
BOOKING HLDGS INC COM	$47,985	$47,985
BOOKING HLDGS INC COM	$393,474	$393,474
CARRIER GLOBAL CORPORATION COM USD0.01 WI	$58,688	$58,688
CHARTER COMMUNICATIONS INC NEW CL A CL A	$400,962	$400,962
CHIPOTLE MEXICAN GRILL INC COM STK	$305,944	$305,944
CIENA CORP COM NEW	$68,580	$68,580
CITIGROUP INC COM NEW COM NEW	$79,594	$79,594
CME GROUP INC COM STK	$37,467	$37,467
COLGATE-PALMOLIVE CO COM	$41,134	$41,134
COMCAST CORP NEW-CL A	$439,784	$439,784
COSTCO WHOLESALE CORP NEW COM	$371,276	$371,276
CUMMINS INC	$54,971	$54,971
DANAHER CORP COM	$60,209	$60,209
DOLLAR GEN CORP NEW COM	$359,877	$359,877
ECOLAB INC COM STK USD1	$37,300	$37,300
ECOLAB INC COM STK USD1	$227,083	$227,083
EMERSON ELECTRIC CO COM	$61,081	$61,081
ESTEE LAUDER COMPANIES INC CL A USD0.01	$50,347	$50,347
FEDEX CORP COM	$593,837	$593,837
FIRST SOLAR INC COM	$58,572	$58,572
GUIDEWIRE SOFTWARE INC COM USD0.0001	$99,566	$99,566
HANNON ARMSTRONG SUSTAINABLE INFRASTRUCTURE CAP INC COM	$70,968	$70,968
HOME DEPOT INC COM	$71,797	$71,797
INTUIT COM	$83,619	$83,619
INTUITIVE SURGICAL INC COM NEW STK	$237,138	$237,138
JOHNSON & JOHNSON COM USD1	$408,686	$408,686
JPMORGAN CHASE & CO COM	$559,292	$559,292
KB HOME COM	$37,797	$37,797
KIMCO RLTY CORP COM	$50,459	$50,459
MAGNA INTERNATIONAL INC COMMON STOCK	$40,470	$40,470
MASTERCARD INC CL A	$563,054	$563,054
MC CORMICK & CO INC COM NON-VTG	$60,864	$60,864
MERCK & CO INC NEW COM	$60,852	$60,852
META PLATFORMS INC	$563,386	$563,386
MFO ARIEL INVT TR ARIEL FD INSTL CL	$4,232,607	$4,232,607
MFO BROWN CAP MGMT MUT FDS INTL SMALL CO INSTL SHS USD	$4,356,093	$4,356,093
MICRON TECH INC COM	$73,309	$73,309
MICROSOFT CORP COM	$1,075,551	$1,075,551
MICROSOFT CORP COM	$327,576	$327,576
MOHAWK INDS INC COM	$45,545	$45,545
MONDELEZ INTL INC COM	$51,059	$51,059
MORGAN STANLEY COM STK USD0.01	$126,332	$126,332
NETFLIX INC COM STK	$82,534	$82,534
NETFLIX INC COM STK	$321,703	$321,703
NEW YORK TIMES CO CL A ISIN #US6501111073	$33,279	$33,279
NIKE INC CL B	$517,510	$517,510
NYES LEDGE CAPITAL OFFSHORE FUND	$4,954,723	$4,954,723
PEPSICO INC COM	$252,401	$252,401
PNC FINANCIAL SERVICES GROUP COM STK	$65,570	$65,570
PROGRESSIVE CORP OH COM	$454,945	$454,945
PVH CORP COM USD1	$44,686	$44,686
REGENERON PHARMACEUTICALS INC COM	$59,363	$59,363
ROPER TECHNOLOGIES INC	$380,208	$380,208
ROSS STORES INC COM	$271,644	$271,644
S&P GLOBAL INC COM	$279,383	$279,383
SALESFORCE INC COM USD0.001	$61,754	$61,754
SPROUTS FMRS MKT INC COM	$46,004	$46,004
T ROWE PRICE GROUP INC	$57,026	$57,026
TARGET CORP COM STK	$65,498	$65,498
TEXAS INSTRUMENTS INC COM	$448,559	$448,559
THERMO FISHER CORP	$688,592	$688,592
TJX COS INC COM NEW	$312,335	$312,335
TJX COS INC COM NEW	$64,380	$64,380
T-MOBILE US INC COM	$209,808	$209,808
TOPBUILD CORP COM	$56,010	$56,010
TRANSDIGM GROUP INC COM	$228,425	$228,425
UNION PAC CORP COM	$471,865	$471,865
UNITEDHEALTH GROUP INC COM	$526,243	$526,243
VERISK ANALYTICS INC COM USD0.001	$271,503	$271,503
VERIZON COMMUNICATIONS COM	$73,419	$73,419
VERTEX PHARMACEUTICALS INC COM	$50,069	$50,069
VISA INC COM CL A STK	$124,392	$124,392
WABTEC CORP COM	$48,450	$48,450
WALT DISNEY CO	$283,449	$283,449
WALT DISNEY CO	$46,622	$46,622
WATERS CORP COM	$36,515	$36,515
WEYERHAEUSER CO COM	$54,975	$54,975
WORKDAY INC CL A COM USD0.001	$342,841	$342,841
YUM BRANDS INC COM	$314,796	$314,796
REAL REAL	$55,809	$55,809

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Field	Value	IRS element (for citing)
US Govt Obligations Book Vl EOY	$5,963,954	USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV	$5,963,954	USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY	$0	StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV	$0	StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (87 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
ACCOLADE PARTNERS VI	FMV	$2,511,322	$2,511,322
ACCOLADE PARTNERS VI	FMV	$1,739,942	$1,739,942
ALTRA VUE FUND I	FMV	$5,084,424	$5,084,424
AVANATH AFFORDABLE HOUSING IV	FMV	$501,101	$501,101
AXIOM ASIA IV	FMV	$1,516,531	$1,516,531
BASE10 ADVANCEMENT	FMV	$806,001	$806,001
BRONZE VENTURE FUND II	FMV	$1,909,292	$1,909,292
COMMONFUND CAPITAL PEP IX	FMV	$642,556	$642,556
COMMONFUND CAPITAL PEP VI	FMV	$85,243	$85,243
COMMONFUND CAPITAL PEP VII	FMV	$484,176	$484,176
COMMONFUND CAPITAL PEP VIII	FMV	$432,124	$432,124
COMMONFUND INTERNATIONAL PARTNERS V	FMV	$427,724	$427,724
COMMONFUND INTERNATIONAL PARTNERS VI	FMV	$444,765	$444,765
COMMONFUND INTERNATIONAL PARTNERS VII	FMV	$327,031	$327,031
COMMONFUND INTERNATIONAL PARTNERS VIII	FMV	$545,773	$545,773
COMMONFUND NATURAL RESOURCE PARTNERS IX	FMV	$1,249,621	$1,249,621
COMMONFUND NATURAL RESOURCE PARTNERS VII	FMV	$414,684	$414,684
COMMONFUND NATURAL RESOURCE PARTNERS VIII	FMV	$204,709	$204,709
COMMONFUND NATURAL RESOURCE PARTNERS X	FMV	$1,204,856	$1,204,856
COMMONFUND VENTURE PARTNERS IX	FMV	$1,098,018	$1,098,018
COMMONFUND VENTURE PARTNERS VII	FMV	$358,619	$358,619
COMMONFUND VENTURE PARTNERS VIII	FMV	$1,699,636	$1,699,636
COMMONFUND VENTURE PARTNERS X	FMV	$1,400,634	$1,400,634
COMMONFUND VENTURE PARTNERS XI	FMV	$2,885,109	$2,885,109
CROW HOLDINGS VII-A	FMV	$56,216	$56,216
CROW HOLDINGS VIII	FMV	$371,254	$371,254
CROW REALTY VI-A	FMV	$191,983	$191,983
DOUBLE BOTTOM LINE	FMV	$1,470,019	$1,470,019
FAIRVIEW PRIVATE MARKETS FUND V	FMV	$1,862,619	$1,862,619
FEMALE FOUNDERS FUND III	FMV	$190,245	$190,245
FIR TREE REAL ESTATE FUND	FMV	$2,109	$2,109
GENERATION GLOBAL	FMV	$6,846,334	$6,846,334
GENERATION IM ASIA	FMV	$2,643,478	$2,643,478
GENERATION IM ASIA	FMV	$1,774,438	$1,774,438
ILLUMEN CAPITAL	FMV	$954,042	$954,042
ILLUMEN CAPITAL II	FMV	$94,363	$94,363
INCLUSIVE CPSPRING INT VALUEACT	FMV	$2,476,970	$2,476,970
KAPOR CAPITAL III	FMV	$160,040	$160,040
KKR MEZZANINE PARTNERS	FMV	$65,836	$65,836
KLINE HILL PARTNERS	FMV	$1,066,428	$1,066,428
KLINE HILL PARTNERS II	FMV	$1,104,341	$1,104,341
MAGNITUDE	FMV	$432,829	$432,829
MATERIAL IMPACT FUND II	FMV	$476,809	$476,809
MONDRIAN IEF, LP	FMV	$3,485,033	$3,485,033
MUNI CAPITAL APPRECIAITON PTNRS	FMV	$300,000	$300,000
OAK HILL STRATEGIC CREDIT FUND	FMV	$772,691	$772,691
OBVIOUS VENTURES III	FMV	$1,629,572	$1,629,572
OWL VENTURES	FMV	$1,329,380	$1,329,380
OWL VENTURES II	FMV	$1,443,932	$1,443,932
OWNERSHIP CAPITAL GLOBAL EQUITY	FMV	$8,793,078	$8,793,078
PINEHURST	FMV	$399,615	$399,615
POMONA CAPITAL VI	FMV	$94,608	$94,608
PRESERVER	FMV	$4,004,870	$4,004,870
RETHINK IMPACT II	FMV	$350,977	$350,977
RRG GLOBAL PARTNERS FUND	FMV	$768,986	$768,986
RRG SUSTAINABLE WATER IMPACT FUND	FMV	$1,003,165	$1,003,165
SEAE VENTRUES I	FMV	$809,252	$809,252
STEWART EMERGING MAHOUT GLOBAL	FMV	$3,912,740	$3,912,740
TIFF LIMITED PARTNERSHIP III	FMV	$11,505	$11,505
TIFF LIMITED PARTNERSHIP IV	FMV	$7,657	$7,657
TIFF PARTNERS V - US	FMV	$132,574	$132,574
TIFF PEP 2005	FMV	$124,893	$124,893
TIFF PEP 2006	FMV	$110,404	$110,404
TIFF PEP 2007	FMV	$692,112	$692,112
TIFF PEP 2008	FMV	$299,205	$299,205
TIFF PEP 2009	FMV	$41,037	$41,037
TIFF PEP 2010	FMV	$221,818	$221,818
TIFF PEP 2011	FMV	$326,270	$326,270
TIFF PEP 2012	FMV	$536,405	$536,405
TIFF PEP 2013	FMV	$886,934	$886,934
TIFF PEP 2014	FMV	$1,027,934	$1,027,934
TIFF PEP 2015	FMV	$1,770,687	$1,770,687
TIFF PEP 2016	FMV	$1,271,412	$1,271,412
TIFF PEP 2017	FMV	$1,017,409	$1,017,409
TIFF R&R 2008	FMV	$170,609	$170,609
TIFF R&R 2009	FMV	$10,051	$10,051
TIFF REAL ESTATE PARTNERS I	FMV	$55,173	$55,173
TIFF REAL ESTATE PARTNERS II	FMV	$102,309	$102,309
TIFF REALTY & RESOURCES IV	FMV	$497,980	$497,980
TIFF REALTY & RESOURCES LIMITED PARTNERSHIP II	FMV	$159,634	$159,634
TIFF REALTY & RESOURCES LIMITED PARTNERSHIP III	FMV	$128,102	$128,102
TIFF ROF	FMV	$246,421	$246,421
TIFF SECONDARY PARTNERS	FMV	$110,208	$110,208
TIFF SPECIAL OPPORTUNITY FUND	FMV	$245,602	$245,602
TUCKERBROOK GDF FUND	FMV	$376,912	$376,912
VOLORIDGE SUSTAINABILITY FUND	FMV	$3,287,539	$3,287,539
WHITEBOX MULTI-STRATEGY FUND	FMV	$348,907	$348,907

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (3 entries)

Category Or ItemCategoryOrItemTxt	Cost Or Other BasisCostOrOtherBasisAmt	Accumulated DepreciationAccumulatedDepreciationAmt	Book ValueBookValueAmt
EQUIPMENT	$68,525	$52,995	$15,530
FURNITURE	$125,772	$69,924	$55,848
LEASEHOLD IMPROVEMENTS	$367,025	$337,636	$29,389

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	LEGAL	CategoryTxt
Legal Fees	$12,253	LegalFeesAmt
Net Investment Income	$245	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$12,008	DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (6 entries)

DescDesc	BOY Book ValueBOYBookValueAmt	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
SECURITY DEPOSITS	$12,999	$12,999	$12,999
LISC LOAN RECEIVABLE	$26,904
PRI-CAPITAL FOR CHANGE	$500,000	$500,000	$500,000
OTHER RECEIVABLE - TIFF DSF	$3,786,493
CDFI'S & CD'S (PRI'S)	$900,000	$800,000	$800,000
OTHER RECEIVABLE - NYES LEDGE		$1,651,574	$1,651,574

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (17 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PAYROLL FEES	$2,043	$0	$0	$2,043
DUES, FEES, MEMBERSHIPS	$74,530	$0	$0	$74,530
TRAINING BOARD & STAFF	$93,962	$0	$0	$93,962
OFFICE SUPPLIES	$4,457	$0	$0	$4,457
OFFICE	$16,322	$0	$0	$16,322
COMPUTER MAINTENANCE & SUPPLIES	$43,137	$0	$0	$43,137
POSTAGE	$1,504	$0	$0	$1,504
CONVENING	$28,883	$0	$0	$28,833
TELECOMMUNICATIONS	$11,289	$0	$0	$11,289
LIABILITY INSURANCE	$28,530	$0	$0	$28,530
COMMUNICATIONS	$12,260	$0	$0	$12,260
COVID SUPPLIES	$500	$0	$0	$500
SOFTWARE	$18,218	$0	$0	$18,218
PROGRAM DEVELOPMENT	$554,086	$0	$0	$554,086
TECHNICAL ASSISTANCE	$27,313	$0	$0	$27,313
WEBSITE DEVELOPMENT	$111	$0	$0	$111
EXCISE TAX REFUND	-$155,491	$0	$0	$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (90 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt
PTSHP INCOME - ACCOLADE VI	$274,850	$274,850
PTSHP INCOME - ACCOLADE VII	$84,808	$84,808
PTSHP INCOME - AVANATH	-$11,736	-$11,736
PTSHP INCOME - AXIOM ASIA IV	$173,887	$173,887
PTSHP INCOME - CF CAPITAL INTERNATIONAL PARTNERS VI,L.P.	$70,956	$70,956
PTSHP INCOME - CF CAPITAL INTERNATIONAL PARTNERS V LP	-$62,735	-$62,735
PTSHP INCOME - CF CAPITAL INTERNATIONAL PARTNERS VII	$12,236	$12,236
PTSHP INCOME - CF CAPITAL INTERNATIONAL PARTNERS VIII	$91,895	$91,895
PTSHP INCOME - CF CAPITAL NATURAL RESOURCES PARTNERS IX	-$41,362	-$41,362
PTSHP INCOME - CF CAPITAL NATURAL RESOURCES PARTNERS VII	-$101,929	-$101,929
PTSHP INCOME - CF CAPITAL NATURAL RESOURCES PARTNERS VIII	-$54,547	-$54,547
PTSHP INCOME - CF CAPITAL NATURAL RESOURCES PARTNERS X	$19,650	$19,650
PTSHP INCOME - CF CAPITAL PRIVATE EQUITY PARTNERS IX	$130,101	$130,101
PTSHP INCOME - CF CAPITAL PRIVATE EQUITY PARTNERS VI LP	-$2,044	-$2,044
PTSHP INCOME - CF CAPITAL PRIVATE EQUITY PARTNERS VII	$61,959	$61,959
PTSHP INCOME - CF CAPITAL PRIVATE EQUITY PARTNERS VIII	$104,241	$104,241
PTSHP INCOME - CF CAPITAL VENTURE PARTNERS IX	$121,443	$121,443
PTSHP INCOME - CF CAPITAL VENTURE PARTNERS VII LP	$173,465	$173,465
PTSHP INCOME - CF CAPITAL VENTURE PARTNERS VIII	$733,570	$733,570
PTSHP INCOME - CF CAPITAL VENTURE PARTNERS X	$209,222	$209,222
PTSHP INCOME - CF CAPITAL VENTURE PARTNERS XI	$122,377	$122,377
PTSHP INCOME - CROW HOLDINGS, VI	$29,268	$29,268
PTSHP INCOME - CROW HOLDINGS, VII	$36,879	$36,879
PTSHP INCOME - CROW HOLDINGS, VIII	$314,446	$314,446
PTSHP INCOME - DBL PARTNERS	-$25,013	-$25,013
PTSHP INCOME - FAIRVIEW PRIVATE MARKETS FUND	-$22,096	-$22,096
PTSHP INCOME - FEMALE FOUNDERS FUND	-$21,549	-$21,549
PTSHP INCOME - GENERATION GLOBAL	$1,001,929	$1,001,929
PTSHP INCOME - GENERATION IM ASIA	$401,515	$401,515
PTSHP INCOME - ILLUMEN CAPITAL	-$8,269	-$8,269
PTSHP INCOME - KLINE HILL I	$114,012	$114,012
PTSHP INCOME - KLINE HILL II	$105,900	$105,900
PTSHP INCOME - MATERIAL IMPACT FUND II	-$38,188	-$38,188
PTSHP INCOME - MONDRIAN	$337,538	$337,538
PTSHP INCOME - NYES LEDGE	$425,875	$425,875
PTSHP INCOME - OBVIOUS VENTURES III	-$28,611	-$28,611
PTSHP INCOME - OWL VENTURES	$440,045	$440,045
PTSHP INCOME - OWL VENTURES II	-$37,070	-$37,070
PTSHP INCOME - OWNERSHIP CAPITAL GLOBAL EQUITY	$553,715	$553,715
PTSHP INCOME - POMONA	-$29,775	-$29,775
PTSHP INCOME - PRESERVER	$9,036	$9,036
PTSHP INCOME - RETHINK IMPACT FUND II	-$30,636	-$30,636
PTSHP INCOME - RRG GLOBAL PARTNERS FUND	$224	$224
PTSHP INCOME - RRG SUSTAINABLE WATER IMPACT	$24,885	$24,885
PTSHP INCOME - SEAE VENTURES	-$20,252	-$20,252
PTSHP INCOME - STEWART INVESTORS	$663,695	$663,695
PTSHP INCOME - FIR TREE	$2,388	$2,388
PTSHP INCOME - OHA	$82,157	$82,157
PTSHP INCOME - INCLUSIVE	$478,130	$478,130
PTSHP INCOME - MCAP	$18,285	$18,285
PTSHP INCOME - KKR	-$1,686	-$1,686
PTSHP INCOME - MAGNITUDE	$49,220	$49,220
PTSHP INCOME - PINEHURST	-$18,777	-$18,777
PTSHP INCOME - BASE10 ADVANCEMENT	-$17,757	-$17,757
PTSHP INCOME - ALTRAVUE	-$5,776	-$5,776
PTSHP INCOME - KAPOR CAPITAL III	-$32,845	-$32,845
PTSHP INCOME - ILLUMEN CAPITAL II	-$8,269	-$8,269
PTSHP INCOME - BRONZE VENTURE FUND II	-$42,328	-$42,328
PTSHP INCOME - TIFF PARTNERS III	-$6,528	-$6,528
PTSHP INCOME - TIFF PARTNERS IV	-$1,807	-$1,807
PTSHP INCOME - TIFF PARTNERS V - US	$17,681	$17,681
PTSHP INCOME - TIFF PRIVATE EQUITY PARTNERS 2005	$129,850	$129,850
PTSHP INCOME - TIFF PRIVATE EQUITY PARTNERS 2006	-$26,691	-$26,691
PTSHP INCOME - TIFF PRIVATE EQUITY PARTNERS 2007	-$41,664	-$41,664
PTSHP INCOME - TIFF PRIVATE EQUITY PARTNERS 2008	$815,654	$815,654
PTSHP INCOME - TIFF PRIVATE EQUITY PARTNERS 2009	$9,824	$9,824
PTSHP INCOME - TIFF PRIVATE EQUITY PARTNERS 2010	$185,406	$185,406
PTSHP INCOME - TIFF PRIVATE EQUITY PARTNERS 2011	$19,512	$19,512
PTSHP INCOME - TIFF PRIVATE EQUITY PARTNERS 2012	$33,734	$33,734
PTSHP INCOME - TIFF PRIVATE EQUITY PARTNERS 2013	$36,660	$36,660
PTSHP INCOME - TIFF PRIVATE EQUITY PARTNERS 2014	$239,368	$239,368
PTSHP INCOME - TIFF PRIVATE EQUITY PARTNERS 2015	$219,460	$219,460
PTSHP INCOME - TIFF PRIVATE EQUITY PARTNERS 2016	$109,652	$109,652
PTSHP INCOME - TIFF PRIVATE EQUITY PARTNERS 2017	$54,119	$54,119
PTSHP INCOME - TIFF SPECIAL OPPORTUNITY FUND	$261,379	$261,379
PTSHP INCOME - TIFF REAL & RESOURCE PARTNERS II	$10,600	$10,600
PTSHP INCOME - TIFF REAL & RESOURCE PARTNERS III	-$2,484	-$2,484
PTSHP INCOME - TIFF REAL & RESOURCE PARTNERS IV	$32,205	$32,205
PTSHP INCOME - TIFF REAL ESTATE I	-$25,305	-$25,305
PTSHP INCOME - TIFF REAL ESTATE II	-$21,576	-$21,576
PTSHP INCOME - TIFF REALTY AND RESOURCES 2008	$761	$761
PTSHP INCOME - TIFF REALTY AND RESOURCES 2009	-$16,468	-$16,468
PTSHP INCOME - TIFF REALTY OPPORTUNITY FUND	$90,598	$90,598
PTSHP INCOME - TIFF SECONDARY PARTNERS II	-$9,349	-$9,349
PTSHP INCOME - TUCKERBROOK	-$49,822	-$49,822
PTSHP INCOME - VOLORIDGE SUSTAINABILITY FUND	$63,930	$63,930
PTSHP INCOME - WHITEBOX MULTI-STRATEGY	$21,990	$21,990
LITIGATION SETTLEMENT	$1,521	$1,521
UBIT	-$43,806	-$43,806
UBIT	$43,806	$43,806

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDesc	AmtAmt
CHANGE IN UNREALIZED APPRECIATION	$15,913,105
CHANGE IN POST-RETIREMENT BENEFIT OBLIGATION	$29,053

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

Field	Value	IRS element (for citing)
Desc	POST-RETIREMENT BENEFIT OBLIGATION	Desc
BOY Book Value	$614,959	BOYBookValueAmt
EOY Book Value	$585,906	EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT	$378,756	$378,756	$0	$0
INVESTMENT MANAGEMENT FEES - PASS-THROUGH	$31,241	$31,241	$0	$0
RECRUITMENT/BENEFIT CONSULTANT	$11,650	$0	$0	$11,650
HONORARIUMS	$18,500	$18,500	$0	$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	NYS CHARITABLE FILING FEE	CategoryTxt
Amt	$1,500	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$1,500	DisbursementsCharitablePrpsAmt