2024-06-10T11:32:56-04:00 2023-12-31 830418831 CAROL A POWELL CPA 10 JULIA LANE SUITE 101 COLD SPRING NY 10516 990PF 2023-01-01 020747955 THE VINCENT AND CAROL W DEAN FAMILY CHARITABLE FOUNDATION VINC 8454525900 PO BOX 112 POUGHKEEPSIE NY 12602 JOHN K GIFFORD TRUSTEE 8454525900 2024-06-06 true JOHN K GIFFORD XXX-XX-XXXX true CAROL A POWELL P00544257 8452652568 2024-06-10 X 2023 2023-04-26 12:10:37Z X 5526746 X X 38427 38427 92190 92190 114461 463519 59703 59703 304781 130617 59703 6352 6352 2750 2750 26316 26316 5283 5283 399 399 41100 31599 9501 260000 260000 301100 31599 269501 3681 99018 59703 97692 302156 302156 483120 489272 489272 3582419 4130312 4130312 777696 605006 605006 1273 486 4942200 5527232 5526746 149 17234 149 17234 X 4942051 5509998 4942051 5509998 4942200 5527232 4942051 3681 577990 5523722 13724 5509998 1376 1376 1376 753 4000 4753 X 17 3360 3304 56 false false false false false true true false true true NY true false false false false true N/A JOHN K GIFFORD 8454525900 PO BOX 112 85 CIVIC CENTER PLAZA SUITE 101 POUGHKEEPSIE NY 12602 false false false false false false false false false false false false false false false false false false false false CATHERINE L SCHULMAN PO BOX 112 POUGHKEEPSIE NY 12602 TRUSTEE 1.00 0 0 0 JOHN K GIFFORD PO BOX 112 POUGHKEEPSIE NY 12602 TRUSTEE 2.00 0 0 0 NONE NONE N/A 5145840 224433 0 5370273 5370273 80554 5289719 264486 264486 1376 1376 263110 263110 263110 269501 269501 263110 258776 269501 258776 10725 252385 JOHN K GIFFORD PO BOX 112 VANDEWATER AND VANDEWATER POUGHKEEPSIE NY 12602 8454525900 A LETTER APPLICATION WILL SUFFICE INITIALLY. ALL APPLICATIONS WILL HAVE TO BE IN WRITING AND MUST INCLUDE THE NAME OF THE REQUESTING ORGANIZATION, PROOF THAT IT IS AN ORGANIZATION DESCRIBED IN IRC SECTION 170(C), ITS PURPOSE, THE AMOUNT OF THE GRANT BEING REQUESTED AND AN EXPLANATION OF THE PROGRAM FOR WHICH THE PROCEEDS WILL BE USED. NONE THE PRIMARY (BUT NOT THE EXCLUSIVE) FOCUS OF THE FOUNDATION WILL BE THE MID-HUDSON REGION OF NEW YORK STATE. VASSAR WARNER HOME 52 S HAMILTON ST POUGHKEEPSIE NY 12601 501C3 NONPROFIT SENIOR LIVING RESIDENCE 10000 CHILDRENS HOME OF POUGHKEEPSIE 10 CHILDRENS WAY POUGHKEEPSIE NY 12601 501C3 CHILDRENS SERVICES 5000 COMMUNITY SCHOOL OF NAPLES 13275 LIVINGSTON RD NAPLES FL 34109 501C3 PRIVATE COLLEGE PREP SCHOOL 25000 DUTCHESS COUNTY SPCA 636 VIOLET AVE HYDE PARK NY 12538 501C3 TO SHELTER ANIMALS IN NEED 5000 DUTCHESS OUTREACH INC 29 NORTH HAMILTON ST POUGHKEEPSIE NY 12601 501C3 PROVIDES HUNGER AND RELIEF PROGRAMS 5000 FAMILY SERVICES INC 29 N HAMILTON ST 109 POUGHKEEPSIE NY 12601 501C3 TO PROVIDE SUPPORT FOR FAMILIES IN T 25000 FLORIDA CANCER SPECIALISTS FOUNDATI 5202 PAYLOR LANE SARASOTA FL 34240 501C3 TO FURTHER CANCER RESEARCH 10000 GRACE SMITH HOUSE 1 BROOKSIDE AVE POUGHKEEPSIE NY 12601 501C3 PROVIDES SERVICES TO VICTIMS OF DOME 10000 HUDSON VALLEY HOSPICE FOUNDATION 80 WASHINGTON ST STE 204 POUGHKEEPSIE NY 12601 501C3 PROVIDE SUPPORT TO HV HOSPICE 5000 HUMANE SOCIETY OF COLLIER CO 370 AIRPORT RD N NAPLES FL 34104 501C3 PREVENTION OF CRUELTY TO ANIMALS 25000 MILLBROOK LIBRARY 3 FRIENDLY LANE MILLBROOK NY 12545 501C3 SUPPORT LIBRARY PROGRAMS 5000 NANTUCKET PARTNERSHIP FOR CHILDREN 15 NOBADEER FARM RD NANTUCKET MA 02554 501C3 PROVIDES EDUCATIONAL PROGRAMS 20000 NANTUCKET SAFE HARBOR FOR ANIMALS I 11 CROOKED LANE NANTUCKET MA 02584 501C3 PROVIDE SHELTER & CARE FOR ANIMALS 10000 NEIGHBORHOOD HEALTH CLINIC 88 12TH ST N SUITE 100 NAPLES FL 34102 501C3 PROVIDE MEDICAL/DENTAL CARE TO UNINS 25000 THE CHILD ABUSE PREVENTION CENTER 35 VAN WAGNER RD POUGHKEEPSIE NY 12603 501C3 TO PREVENT CHILD ABUSE 25000 THE CONSERVANCY OF SOUTHWEST FLORID 1495 SMITH PRESERVE WAY NAPLES FL 34102 501C3 PROTECTS SW FLORIDA'S NATURAL ENVIRO 10000 THORNE BUILDING COMMUNITY CENTER IN PO BOX 1087 3323 FRANKLIN AVE MILLBROOK NY 12545 501C3 THORNE CENTER SERVES AS A COMMUNITY 15000 VASSAR BROS MEDICAL CENTER 1 PINE ST POUGHKEEPSIE NY 12601 501C3 TO FURTHER MEDICAL RESEARCH 25000 260000 14 38427 14 92190 900003 114461 MAGELLAN MIDSTREAM PARTNERS 900003 4115 MAGELLAN MIDSTREAM PARTNERS 900003 55588 174164 130617 304781 false false false false false false false false false false ACCOUNTING FEES 2750 2750 1310SH MAGELLAN MIDSTREAM 2007-01 PURCHASE 2023-09 90891 52246 38645 .770 SH ONEOK INC 2023-09 PURCHASE 2023-09 50 51 -1 873SH ONEOK INC 2023-09 PURCHASE 1972-10 61991 58023 3968 355SH CONSUMER DISCRETIONARY SELECT 2015-01 PURCHASE 2023-05 51943 25011 26932 640SH CONSUMER DISCRETIONARY SELECT 2016-06 PURCHASE 2023-05 93644 49845 43799 35,000 HSBC HOLDINGS PLC NOTE 2018-05 PURCHASE 2023-05 35000 35022 -22 50,000 JPMORGAN CHASE NOTE 2015-06 PURCHASE 2023-05 50000 48860 1140 80,000 MITSUBISHI UFJ FINANCIAL 2016-11 PURCHASE 2023-09 80000 80000 BARCLAYS BANK PLC MTN 04/30/27 21383 21383 BANK OF AMERICA 08/01/25 49244 49244 BANK OF AMERICA 09/27/28 25050 25050 BANK OF MONTREAL 04/20/28 33252 33252 BANK OF MONTREAL SER F MTN CITIGROUP INC NOTE 6/10/25 49353 49353 CITIGROUP INC SER G MTN 27040 27040 GOLDMAN SACHS 05/24/28 29150 29150 GOLDMAN SACHS GROUP INC 21472 21472 PHILIP MORRIS INTL INC NOTE 93773 93773 HSBC HOLDINGS PLC NOTE 05/18/24 JP MORGAN CHASE 5/1/23 JP MORGAN CHASE BK 021023 MITSUBISHI UFJ FIN 09/13/23 MORGAN STANLEY CALL 10/23/24 49355 49355 NATIONAL RURAL UTILITIES 05/15/27 24691 24691 NATIONAL RURAL UTILITIES 05/15/27 47109 47109 STATE STREET CORP NOTE 12/16/24 24596 24596 SUMITOMO MITSUI FINL 07/14/26 75782 75782 WESTPAC BANKING CORP BOND 03/08/27 33756 33756 ALPHABET INC CAP 1700SH 239581 239581 AMAZON 660SH 100280 100280 APPLE INC 1750SH 336928 336928 BERKSHIRE HATHAWAY INC 360SH 128398 128398 CONSTELLATION BRANDS INC 365 88239 88239 CROWN CASTLE INTL CORP 600SH 69114 69114 DIAMONDS TRUST SER I 435SH 163938 163938 EATON VANCE FLOATING RATE 62032 62032 EATON VANCE SHORT DURATION 112637 112637 FIDELITY MSCI CONSUMER 153933 153933 MAGELLAN MIDSTREAM 1,310SH METROPOLITAN WEST LOW DURATION 70829 70829 MICROSOFT CORP 300SH/465SH 174859 174859 INVESCO QQQ 700SH 286664 286664 REALTY INCOME 1070SH SPDR CONSUMER STAPLES 1075SH S&P MIDCAP 400 590SH 163519 163519 S&P SMALLCAP 1400SH/1150 124487 124487 S&P500 1697SH 806601 806601 SELECT SECTOR SPDR CONSUMER 77432 77432 SELECT SECTOR SPDR ENERGY 63299 63299 SELECT SECTOR SPDR HEALTH CARE 1,060 144563 144563 SPDR INDUSTRIAL 1380 SH 157306 157306 SPDR TR BEN INT FINANCIAL 2385SH 89676 89676 VANGUARD SHT-TERM INFLATION PROTECTE 252979 252979 TCW TOTAL RETURN BOND FUND 263018 263018 489272 489272 LEGAL FEES PAID TO VAN DEWATER & 6352 6352 DEWATER PREPAID FEDERAL EXCISE TAX 751 PREPAID FEDERAL INCOME TAX 522 486 NYS PREPAID TAX EXCISE TAX 1376 UNRELATED BUSINESS INCOME TAX 12328 NONDEDUCTIBLE EXPENSES 20 EXPENSES NYS FILING FEE 149 149 NYS CHARITIES BUREAU 250 250 MAGELLAN MIDSTREAM PARTNERS 4115 4115 MAGELLAN MIDSTREAM PARTNERS 55588 55588 NONDIVIDEND DISTRIBUTIONS NET OF K-1 INCOME 4441 NET UNREALIZED GAINS 573549 NYS INCOME TAX 149 4283 FEDERAL INCOME TAX 12328 FEDERAL EXCISE TAX 623 INVESTMENT ADVISOR FEES PAID TO MAGNOLIA CAPITAL MANAGEMENT, LTD 26316 26316 ACCOUNT FEES NYS INCOME TAX 5283 5283