2024-11-12T20:14:59-06:00 2023-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2023-01-01 135647705 The Scudder Association Foundation Inc % RICHARD SCUDDER ACTING TREA SCUD 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 james taylor vice president 6029992707 2024-11-10 true true Jeffrey D Haskell P01345770 8008391754 2023 2024-10-15 13:58:12Z X X 5456893 X 24409 179 179 205070 205070 -16597 185901 0 477 477 213538 205726 40000 40000 708 0 0 708 13839 0 0 13839 3000 3000 6500 16119 16119 260 260 33572 949 32623 113998 949 0 106549 143000 143000 256998 949 0 249549 -43460 204777 68 71782 27924 27924 2639233 4353233 5428969 2317809 5028892 4381157 5456893 0 0 5028892 X 0 4381157 5028892 4381157 5028892 4381157 5028892 -43460 4985432 604275 4381157 Publicly-traded Securities 185901 202498 -16597 -16597 -16597 2846 2846 2846 1817 0 1817 X 0 1029 false false false false true false false true true NY true false false false false true WWW.SCUDDER.ORG RICHARD SCUDDER ACTING TREAS 6029992707 55 WALLS DRIVE FL 3 Fairfield CT 06824 false false false false true false false false false false false false false false false true true false true true false false false false Barbara Scudder Foundation Source 501 Silverside Rd Wilmington DE 198091377 DIR 1.0 0 0 0 Charles S K Scudder Foundation Source 501 Silverside Rd Wilmington DE 198091377 DIR 1.0 6000 0 0 Clive Connor Foundation Source 501 Silverside Rd Wilmington DE 198091377 DIR, SEC 5.0 1250 0 0 Craig Wallace Foundation Source 501 Silverside Rd Wilmington DE 198091377 DIR 1.0 0 0 0 Cynthia Sherman Foundation Source 501 Silverside Rd Wilmington DE 198091377 DIR 1.0 0 0 0 Jack Gillmar Foundation Source 501 Silverside Rd Wilmington DE 198091377 DIR 2.0 0 0 0 James Taylor Foundation Source 501 Silverside Rd Wilmington DE 198091377 VP, DIR 5.0 0 0 0 Margaret S Coleman Foundation Source 501 Silverside Rd Wilmington DE 198091377 DIR 1.0 0 0 0 Margery Boyden Foundation Source 501 Silverside Rd Wilmington DE 198091377 DIR 2.0 5250 0 0 Randy Lakeman Foundation Source 501 Silverside Rd Wilmington DE 198091377 DIR 1.0 0 0 0 Renee Scudder Foundation Source 501 Silverside Rd Wilmington DE 198091377 DIR 5.0 0 0 0 Richard Scudder Foundation Source 501 Silverside Rd Wilmington DE 198091377 DIR, TREAS 5.0 12500 0 0 Susan Swanson Foundation Source 501 Silverside Rd Wilmington DE 198091377 PRES, DIR 1.0 0 0 0 Virgil Scudder Foundation Source 501 Silverside Rd Wilmington DE 198091377 VP, DIR 2.0 0 0 0 William Scudder Foundation Source 501 Silverside Rd Wilmington DE 198091377 DIR 1.0 15000 0 0 5132577 50557 0 5183134 0 5183134 77747 5105387 255269 255269 2846 2846 252423 252423 252423 249549 0 0 0 0 249549 252423 18381 18381 249549 249549 0 2874 2874 15507 0 15507 15507 JACK GILLMAR BETSY STEEL 3000 SALZEDO STREET APT 322 CORAL GABLES FL 22143 2157040862 SEE COPY OF "APPLICATION FOR SCHOLARSHIP AID" AT OUR WEBSITE WWW.SCUDDER.ORG APRIL 15TH THE ASSOCIATION IS A PRIVATE FOUNDATION ORGANIZED BY MEMBERS OF THE SCUDDER FAMILY FOR THE FOLLOWING PURPOSES: 1) PROVISION OF FINANCIAL SUPPORT AND ASSISTANCE FOR MEDICAL AND EDUCATIONAL FACILITIES IN INDIA, 2) PROVISION OF FINANCIAL SUPPORT AND ASSISTANCE FOR MEDICAL, RELIGIOUS AND RELATED EDUCATION IN AMERICA, AND 3) GENEALOGICAL RESEARCH AND STUDIES RELATED TO THE SCUDDER NAME. E BROWN CHARLESTON SOUTHERN UNIVERSITY 1509 Price House Rd ROEBUCK SC 29376 NONE I SCHOLARSHIP GRANT 2000 Y SRINIVASAN CORNELL UNIVERSITY 1300 YORK AVE BOX 314 NEW YORK NY 10065 NONE I SCHOLARSHIP GRANT 2500 D Malfitano 1334 E 1st St 3 long beach CA 90802 NONE I SCHOLARSHIP GRANT 2000 E SCUDDER-DAVIS DISCIPLES DIVINITY HOUSE OF THE UNI 1121 E HYDE PARK BLVD CHICAGO IL 60615 NONE I SCHOLARSHIP GRANT 3000 j doe DUKE UNIVERSITY PO BOX 90581 DURHAM NC 27708 NONE I SCHOLARSHIP GRANT 2500 W SCUDDER EASTERN CONNECTICUT STATE UNIVERSIT 19 OLD VILLAGE LN UNIONVILLE CT 060851573 NONE I SCHOLARSHIP GRANT 2000 E Heidick 1840 W HENDERSON ST APT 3 CHICAGO IL 60657 NONE I SCHOLARSHIP GRANT 2500 K BELL GLENDALE COMMUNITY COLLEGE 15939 W Smokey Dr SURPRISE AZ 85374 NONE I SCHOLARSHIP GRANT 2500 K INGRAM MORGAN STATE UNIVERSITY FOUNDATION 4207 FURLEY AVENUE BALTIMORE MD 21206 NONE I SCHOLARSHIP GRANT 2000 J REYNOLDS PRINCETON THEOLOGICAL SEMINARY 401 EMMONS DRIVE PRINCETON NJ 08540 NONE I SCHOLARSHIP GRANT 2500 S K RAJARAMSIVA ROSALIND FRANKLIN UNIVERSITY OF MED 8997 Kennedy Drive APT 1E Des Plaines IL 60016 NONE I SCHOLARSHIP GRANT 3000 THE CHURCH OF SOUTH INDIA TRUST ASSOCIATION BISHOP CSI DIOCESAN OFC BALMATTA MANGALURU KARNATAKA IN 575002 N/A NC Expenditure responsibility 8000 C J CHRISTOPHER THE CHURCH OF SOUTH INDIA TRUST ASS BISHOP CSI DIOCESAN OFC BALMATTA MANGALURU, KARNAT IN 575002 NONE I SCHOLARSHIP GRANT 10000 THE CHURCH OF SOUTH INDIA TRUST ASSOCIATION BISHOP CSI DIOCESAN OFC BALMATTA MANGALURU KARNATAKA IN 575002 N/A NC Expenditure Responsibility 38000 THE CHURCH OF SOUTH INDIA TRUST ASSOCIATION BISHOP CSI DIOCESAN OFC BALMATTA MANGALURU KARNATAKA IN 575002 N/A NC Expenditure Responsibility 8000 THE VELLORE CHRISTIAN MEDICAL COLLEGE FOUNDATION I 475 RIVERSIDE DR STE 725 NEW YORK NY 10115 N/A PC General & Unrestricted 48000 C VAN WERKHOVEN DUKE UNIVERSITY 306 NORTHWOOD CIR UNIT B DURHAM NC 27701 NONE I SCHOLARSHIP GRANT 2500 E WANNER DUKE UNIVERSITY 1406 W CHAPEL HILL ST APT A DURHAM NC 27701 NONE I SCHOLARSHIP GRANT 2000 143000 14 179 14 205070 18 -16597 CLASS ACTION LAWSUIT PROCEEDS 01 477 189129 189129 false false false false false false false false false false X X 1 Gillmar Jack Box 2902 Honolulu HI 96802 10000 X Bookkeeping 13839 13839 SCUDDER MEM HOSP - CHURCH SO IN TR ASSOC KELLYS RD RANIPET TAMIL NADU IN 632401 2022-12-31 43000 PHACO MACHINE FOR OPHTHALMIC DEPT. CATARACT SURGERIES & 500 MA FUJI FILM X-RAY MACHINE 43000 NO 03/07/2024 none necessary ARNI HS INDIA - CHURCH SO IN TR ASSOC TIRUVANNAMALAI TAMIL NADU IN 604001 2022-12-31 6000 REPAIRS TO ALL DOORS AND WINDOWS, TOILET RENO, FENCE THE STREET PERIMETER OF THE SCHOOL PROPERTY 6000 NO 10/22/2022, 11/16/2022, 01/02/2023, 02/19/2023 none necessary WALTER SCUDDER SCH - CRCH SO IN TR ASSOC 6MQ2R7H COLLEGE ROAD TAMIL NADU IN 2022-12-31 8000 BOYS HOSTEL CONSTRUCTION FUND 8000 NO 09/28/2023 none necessary THE CHURCH OF SOUTH INDIA TRUST ASSOC BISHOP CSI DIOCESAN OFFICE BALMATTA MANGALURU KARNATAKA IN 575002 2023-07-07 6000 to support teacher salaries at Arni High School India 6000 NO 03/01/2024 none necessary THE CHURCH OF SOUTH INDIA TRUST ASSOC BISHOP CSI DIOCESAN OFFICE BALMATTA MANGALURU KARNATAKA IN 575002 2023-07-07 8000 to support Walter Scudder High School's boys hostel 8000 NO 09/28/2023 none necessary THE CHURCH OF SOUTH INDIA TRUST ASSOC BISHOP CSI DIOCESAN OFFICE BALMATTA MANGALURU KARNATAKA IN 2023-07-07 38000 to support scudder memorial hospital's new staff housing project 38000 NO 02/14/2024, 03/07/2024 none necessary THE CHURCH OF SOUTH INDIA TRUST ASSOC BISHOP CSI DIOCESAN OFFICE BALMATTA MANGALURU KARNATAKA IN 2023-09-25 2000 to support Arni High School India project 2000 NO 03/01/2024 none necessary Part VI-A, Line 3 (990-PF) Part VI-A, Line 3 (990-PF) Declaration re Amended Bylaws I hereby declare that I am an authorized officer of the Foundation, and I certify that the conformed copy of the Foundation's amended bylaws attached hereto is a complete and accurate copy of the original document. By: JAMES TAYLOR Title: VICE PRESIDENT CHARLES SCHWAB INTRNTNL EQ 261653 323033 SCH ST US TRSR ETF 113768 108865 SCHWAB STRATEGIC TREMERGING MK 92378 101118 SCHWAB STRATEGIC TRINTL SMALL 102456 116216 SCHWAB U.S. SMALL-CA 265469 446835 SCHWAB US DIVIDEND EQUITY ETF 529247 928037 SCHWAB US LARGE CAP ETF 270630 565674 SCHWAB US REIT 29788 30398 SCHWAB US TIPS 76539 73511 USD SCHWAB US AGGREGATE BOND 119807 107662 VANGUARD 500 INDEX FUND ADM 24328 49827 VANGUARD GLOBAL EX-US REAL EST 53810 42652 VANGUARD HEALTH CARE FD ADMIRA 348784 414202 VANGUARD LIFESTRATEGY MODERATE 1421749 1275864 VANGUARD SELECTED VALUE INV 167562 198303 VANGUARD SMALL CAP VALUE INDEX 101981 246924 VANGUARD SPECIALIZED PORTFOLIO 49832 34656 VANGUARD TAX MANAGED CAPITAL A 387 2236 VANGUARD WINDSOR FD ADMIRAL SH 323065 362956 General Consultations 708 708 TO ADJ ASSETS FROM FMV TO BOOK VALUE 604275 Bank Charges 999 949 50 Computers/Electronic Devices 2445 2445 DIGITAL SUBSCRIPTIONS 12118 12118 Indemnification Insurance 218 218 Insurance Premiums 773 773 Office Supplies 7362 7362 Postage/Delivery Service 1511 1511 SOCIAL MEDIA/ADVERTISING EXP 8146 8146 Class Action Lawsuit Proceeds 477 477 Philanthropic Consulting Srvcs 3000 3000 990-PF EXTENSION FOR 2022 6500