2024-09-25T07:35:15-05:00 2023-12-31 060530830 SEWARD AND MONDE CPA'S 296 STATE STREET NORTH HAVEN CT 064732165 990PF 2023-01-01 133807627 THE MAURICE SENDAK FOUNDATION INC MAUR 2034389224 200 CHESTNUT HILL ROAD RIDGEFIELD CT 06877 LYNN CAPONERA PRESIDENT 2034389224 2024-09-23 1 1 GAYLE A CARBONE P01010777 2032489341 2023 2024-08-08 14:25:15Z X 163052782 X 397 X 365410 365410 -508729 4748717 0 1167028 1167028 1024106 1532438 227291 0 113646 282594 0 238793 62617 0 35017 186086 93043 93043 88942 44471 44471 145967 145967 0 55449 0 28356 98994 0 160487 0 160487 24604 0 24604 2749 0 2749 332249 0 332249 1668029 283481 1073415 56204 56204 1724233 283481 1129619 -700127 1248957 236664 333470 333470 49969 49969 628960 0 0 11897639 9261761 10072457 0 1894652 1839724 709007 1266611 1156550 3219040 985678 2292667 2233362 2233362 40148197 26807405 147367250 55913134 41847230 163052782 19975 11317 19975 11317 X 55893159 41835913 55893159 41835913 55913134 41847230 55893159 -700127 0 55193032 13357119 41835913 MORGAN STANLEY 046883 LONG TERM 2023-12-31 1454578 1773717 -319139 -319139 MORGAN STANLEY 046883 SHORT TERM 2023-12-31 475638 459763 15875 15875 MORGAN STANLEY 046895 SHORT TERM 2023-12-31 10414 10284 130 130 MORGAN STANLEY 046895 LONG TERM 2023-12-31 407895 751958 -344063 -344063 MORGAN STANLEY 059146 SHORT TERM 2023-12-31 770165 761230 8935 8935 MORGAN STANLEY 059146 LONG TERM 2023-12-31 1568159 1500494 67665 67665 CAPITAL GAINS DIVIDENDS P 61868 61868 61868 -508729 17361 0 17361 0 17361 15778 0 0 0 15778 53 1636 0 0 0 0 0 0 0 0 0 0 1 1 CT DE 1 0 0 0 0 1 SENDAKFOUNDATION.ORG THE MAURICE SENDAK FOUNDATION INC 2034389224 200 CHESTNUT HILL ROAD RIDGEFIELD CT 06877 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 LYNN CAPONERA C/O MAURICE SENDAK FND 200 CHESTNUT HILL ROAD RIDGEFIELD CT 06877 PRESIDENT/TREASURER/EXECUTIVE DIRECTOR 45.00 227291 30141 0 DONA ANN MCADAMS C/O MAURICE SENDAK FND 200 CHESTNUT HILL ROAD RIDGEFIELD CT 06877 SECRETARY 1.00 0 0 0 MICHAEL DI CAPUA C/O MAURICE SENDAK FND 200 CHESTNUT HILL ROAD RIDGEFIELD CT 06877 DIRECTOR 1.00 0 0 0 AARON COHEN C/O MAURICE SENDAK FND 200 CHESTNUT HILL ROAD RIDGEFIELD CT 06877 DIRECTOR 1.00 0 0 0 SERGIO RUZZIER C/O MAURICE SENDAK FND 200 CHESTNUT HILL ROAD RIDGEFIELD CT 06877 DIRECTOR 1.00 0 0 0 JOSH SIEGEL C/O MAURICE SENDAK FND 200 CHESTNUT HILL ROAD RIDGEFIELD CT 06877 DIRECTOR 1.00 0 0 0 JONATHAN WEINBERG 200 CHESTNUT HILL ROAD RIDGEFIELD CT 06877 CURATOR 24.00 113902 0 0 LEAH MCCLOSKEY 200 CHESTNUT HILL ROAD RIDGEFIELD CT 06877 DIRECTOR OF OPERATIO 24.00 87604 22973 0 VIRGINIA CAPONERA 200 CHESTNUT HILL ROAD RIDGEFIELD CT 06877 ARCHIVIST 24.00 63976 8459 0 0 SIMPSON THACHER & BARTLETT LLP 425 LEXINGTON AVENUE NEW YORK NY 10017 LEGAL 127036 NIGHT KITCHEN STUDIOS LLC 1072 COUNTY ROUTE 30 SALEM NY 12865 FILM AND STUDIO 92500 THE WYLIE AGENCY LLC 250 WEST 57TH STREET SUITE 2114 NEW YORK NY 10017 LITERARY AGENT 53456 0 THE MAURICE SENDAK FOUNDATION PROMOTES THE ARTISTIC LEGACY OF MAURICE SENDAK BY ENSURING HIS BOOKS ARE IN PRINT AND READILY AVAILABLE IN IDEAL EDITIONS, BY PRESERVING HIS HOME AND STUDIO AND BY EXHIBITING HIS ORIGINAL ART. WE NURTURE ILLUSTRATORS AND WRITERS IN THE FIELD OF CHILDREN'S LITERATURE, ESPECIALLY SUPPORTING EXCELLENCE IN THE ART OF THE PICTURE BOOK. DURING 2023, THE FOUNDATION FURTHERED THIS GOAL THROUGH ITS CONTINUED SUPPORT OF A RETROSPECTIVE EXHIBITION OF MAURICE SENDAK'S ART CALLED "WILD THINGS ARE HAPPENING: THE ART OF MAURICE SENDAK" THAT IS NOW SCHEDULED FOR SPRING/SUMMER OF 2024 AT THE SKIRBALL CULTURAL CENTER IN LOS ANGELES, CA AND THEN IN OCTOBER 2024 AT THE DENVER MUSEUM OF ART IN DENVER, CO. THE FOUNDATION ALSO CONTINUED THE SENDAK FELLOWSHIP, THE YEARLY RESIDENCY PROGRAM THAT ENCOURAGES, TEACHES AND SUPPORTS ARTISTS WHO TELL STORIES WITH ILLUSTRATION. 1073415 CONTINUATION FROM ABOVE...THE SENDAK HOUSE AND ARCHIVE HOUSES THE COMPLETE COLLECTION OF SENDAK'S BOOKS AND ART AND SENDAK'S COLLECTION OF WORKS BY OTHER ARTISTS. IT ALSO CONTAINS ILLUSTRATIONS, MANUSCRIPTS, BOOKS AND RELATED MATERIALS THAT REPRESENT A WIDE RANGE OF SENDAK'S VISUAL CREATIVE OUTPUT. THE FOUNDATION CONTINUES ITS EFFORTS TO INVENTORY ALL OF THE ART, OBJECTS AND BOOKS IN SENDAK HOUSE AND ARCHIVE. THE SENDAK HOUSE AND ARCHIVE IS A RESOURCE AND RESEARCH CENTER FOR CURATORS, SCHOLARS AND ARTISTS. 0 0 12507316 266631 163605 12937552 0 0 12937552 194063 12743489 637174 637174 17361 17361 619813 0 619813 0 619813 1129619 0 1129619 619813 0 0 1191948 601904 779595 637803 1531361 4742611 1129619 0 0 0 619813 509806 0 0 5252417 0 0 0 0 0 0 1191948 4060469 601904 779595 637803 1531361 509806 X COLUMBUS MUSEUM OF ART 480 E BROAD STREET COLUMBUS OH 43215 501(C)(3) GENERAL SUPPORT 10000 FREEDOM FARM ANIMAL SANCTUARY 757 SOUTH STREET MIDDLEBURY CT 06762 501(C)(3) GENERAL SUPPORT 1000 THE CORPORATION OF YADDO 312 UNION AVENUE SARATOGA SPRINGS NY 12866 501(C)(3) TO FURTHER THE CREATIVE PROCESS BY PROVIDING AN OPPORTUNITY FOR ARTISTS TO WORK WITHOUT INTERRUPTION IN A SUPPORTIVE ENVIRONMENT. 11000 THE EDWARD GOREY HOUSE 8 STRAWBERRY LANE YARMOUTH PORT MA 02675 501(C)(3) GENERAL SUPPORT 500 ARTIST FELLOWSHIP INC 47 5TH AVENUE NEW YORK NY 10003 501(C)(3) GENERAL SUPPORT 275 ACCESS BOOKS PO BOX 64951 LOS ANGELES CA 90064 501(C)(3) GENERAL SUPPORT 5000 THE ERIC CARLE MUSEUM OF PICTURE BOOK ART INC 125 WEST BAY ROAD AMHERST MA 01002 501(C)(3) GENERAL SUPPORT 1000 FRIENDS OF WEIR FARM PO BOX 72 GEORGETOWN CT 06829 501(C)(3) GENERAL SUPPORT 500 FALLINGWATER 1491 MILL RUN ROAD MILL RUN PA 15464 501(C)(3) GENERAL SUPPORT 500 SOPHIE GILMORE 27 HOWBURY ROAD NUNHEAD LONDON UK NONE THE SENDAK FELLOWSHIP SUPPORTS ARTISTS WHO TELL STORIES WITH ILLUSTRATION. 7143 BRUNO ZOCCA VIA DAMIANO CHIESA 14 BUSSOLENGO IT NONE THE SENDAK FELLOWSHIP SUPPORTS ARTISTS WHO TELL STORIES WITH ILLUSTRATION. 7143 HANNAH SALYER 2457 77TH STREET UNIT 2 BROOKLYN NY 11209 NONE THE SENDAK FELLOWSHIP SUPPORTS ARTISTS WHO TELL STORIES WITH ILLUSTRATION. 5000 DENA SEIFERLING 3302 50 STREET NW CALGARY ALBERTA CA NONE THE SENDAK FELLOWSHIP SUPPORTS ARTISTS WHO TELL STORIES WITH ILLUSTRATION. 7143 56204 0 14 365410 15 1167028 18 -508729 0 1023709 0 1023709 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 88942 44471 44471 LAND 2013-07-12 300000 L 0 0 200 CHESTNUT HILL ROAD 2013-07-12 1200000 369080 SL 27.500000000000 43636 0 COMPUTERS 2014-01-01 8306 8306 200DB 5.000000000000 0 0 COMPUTERS 2015-02-01 2193 2193 200DB 5.000000000000 0 0 OFFICE FURNITURE 2015-03-01 4907 4907 200DB 7.000000000000 0 0 COMPUTERS 2016-04-01 2367 2367 200DB 5.000000000000 0 0 FURNITURE & FIXTURES 2017-01-01 5863 5863 200DB 5.000000000000 0 0 OFFICE FURNITURE 2017-01-01 2604 2327 200DB 7.000000000000 185 0 ARCHIVE ADDITION 2018-03-15 1406550 245080 SL 27.500000000000 51147 0 OFFICE FURNITURE 2019-12-30 18206 18206 200DB 7.000000000000 0 0 OFFICE FURNITURE 2020-12-01 6300 6300 200DB 7.000000000000 0 0 GARAGE RENOVATIONS 2020-12-30 75275 75275 150DB 15.000000000000 0 0 IMPROVEMENTS 2021-10-15 46763 46763 SL 15.000000000000 0 0 IMPROVEMENTS 2022-04-30 28369 28369 SL 15.000000000000 0 0 COMPUTERS 2022-09-15 8396 8396 200DB 5.000000000000 0 0 IMPROVEMENTS 2022-09-30 37218 37218 SL 15.000000000000 0 0 IMPROVEMENTS 2022-11-30 6220 6220 SL 15.000000000000 0 0 CAMERAS & EQUIPMENT 2022-06-15 5014 5014 200DB 5.000000000000 0 0 OFFICE FURNITURE 2022-09-30 2940 2940 200DB 7.000000000000 0 0 GARAGE RENOVATIONS 2022-09-15 12597 12597 150DB 15.000000000000 0 0 FURNITURE & FIXTURES 2022-07-31 17036 17036 200DB 5.000000000000 0 0 SHELVING 2023-01-26 2885 200DB 5.000000000000 577 0 HUMIDIFIER - ARCHIVE 2023-04-04 11500 200DB 7.000000000000 1643 0 PUMP 2023-05-10 5824 200DB 7.000000000000 832 0 LAND IMPROVEMENTS 2023-08-08 19480 150DB 15.000000000000 974 0 BANK OF AMERICA CORP 340413 342967 BANK OF AMERICA CORP 102867 101490 BANK OF AMERICA CORP 425485 404287 CITIGROUP INC. 435236 419124 CITIGROUP INC. 335690 320501 JPMORGAN CHASE & CO 96175 98434 JPMORGAN CHASE & CO 158786 152921 ABBVIE INC. 17398 23246 AIR PRODUCTS & CHEMICALS INC. 59548 62153 AMGEN INC. 18026 23042 ARCHER DANIELS MIDLAND 28260 27371 BANK OF AMERICA CORP 115023 115926 BLACKROCK INC. 60814 77121 BROADCOM INC. 44940 89300 CHEVRON CORP 47873 43853 CME GROUP INC. 26217 25693 COLGATE PALMOLIVE CO. 55768 57949 CORNING INC. 74895 66777 CROWN CASTLE INC. 70920 63930 EXXON MOBIL CORP 79486 95881 HOME DEPOT INC. 58873 76588 HONEYWELL INTL INC. 70271 78222 JOHNSON & JOHNSON 55050 50627 JPMORGAN CHASE & CO 89776 111756 MEDTRONIC PLC 80336 68046 MICROSOFT CORP 119734 175611 NEXTERA ENERGY INC. 56875 49017 NORTHROP GRUMMAN 45045 44941 PFIZER INC. 68625 46266 PROCTOR & GAMBLE 43492 45427 PROLOGIS INC. 80183 91444 REPUBLIC SERVICES INC. 19757 25231 SEMPRA 41898 42222 SHERWIN WILLIAMS COMPANY 59454 72673 T-MOBILE US INC. 44273 48740 THE CIGNA GROUP 39732 46415 UNITEDHEALTH GROUP INC. 29265 40538 VERIZON COMMUNICATIONS 93806 83053 VISA INC. 53890 64827 WALMART INC. 26222 30426 SPDR BLOOMBERG 1-3 MONTH T-B 18598 18552 ALGER SMALL CAP FOCUS Z 254104 223566 COLUMBIA DIVIDEND INCOME INST 209488 211460 COLUMBIA SELECT LG CAP GW I 308992 320755 JPMORGAN MID CAP VALUE 223247 213828 MFS INTL DIVERSIFICATION I 520808 599001 MFS NEW DISCOVERY I 237503 220119 MSIF GROWTH I 269601 325820 FIRST TR VALU.LN DIV IDX 166930 183656 FIRST TRUST DEVELP MKT EX 269335 255671 ISHARES MSCI EMERGING MKTS ETF 140609 136955 ISHARES RUSSELL 2000 GROWTH ETF 254201 279964 ISHARES RUSSELL 2000 VALUE ETF 219402 267634 ISHARES RUSSELL MIDCAP G ETF 179188 226783 ISHARES S&P MID-CAP 400 V ETF 167330 222834 ISHARES U.S. HEALTHCARE ETF 167814 210386 ISHARES US BASIC MATERIALS ETF 37203 53192 ISHARES US ENERGY ETF 88975 154376 ISHARES US FINANCIALS ETF 331155 398011 ISHARES US TELECOMM ETF 52693 39011 PROSHARES EAFE DVD GROWERS 112466 105867 VANGUARD CONSUMER STAPLES ET ETF 140155 159834 VANGUARD CONSUMER DSC ETF 130479 191562 VANGUARD INDUSTRIALS ETF 144031 198167 VANGUARD INFO TECH ETF 255637 449636 VANGUARD REAL ESTATE ETF 43706 40734 VANGUARD UTILITIES ETF 47561 42903 CHIRON CAPITAL ALLOC INST 156316 120040 COLUMBIA SELECT LG CAP GW I 268133 278342 MSIF GROWTH I 400362 289448 JPM DUAL DIRECTIONAL TRIGGER PLUS SPX 200000 231000 MORGAN STANLEY 127410 125125 MORGAN STANLEY 253571 250650 WELLS FARGO & COMPANY 100745 100480 ARES CAPITAL CORP 39006 40060 BLACKROCK FLT RTE INC 199127 196230 E V ADV FLOATING RATE A 588928 564678 E V ADV FLOATING RATE C 61227 61815 UNIT FIRST TRUST DOW TARGET AT COST 202605 207754 UNIT FTP S&P DIVIDEND ARISTOCRATS TARGET AT COST 145210 145388 UNIT FTP S&P DIVIDEND ARISTOCRATS TARGET AT COST 465656 485328 COUNTERPOINT VENTURE FEEDER AT COST 373140 238080 NB SELECT OPPS VI AT COST 25000 25000 NB SELECT OPPS VI CPV AT COST 55000 55000 LAND 300000 0 300000 200 CHESTNUT HILL ROAD 1200000 412716 787284 FURNITURE & FIXTURES 5863 5863 0 OFFICE FURNITURE 2604 2512 92 ARCHIVE ADDITION 1406550 296227 1110323 OFFICE FURNITURE 18206 18206 0 OFFICE FURNITURE 6300 6300 0 GARAGE RENOVATIONS 75275 75275 0 IMPROVEMENTS 46763 46763 0 IMPROVEMENTS 28369 28369 0 COMPUTERS 8396 8396 0 IMPROVEMENTS 37218 37218 0 IMPROVEMENTS 6220 6220 0 CAMERAS & EQUIPMENT 5014 5014 0 OFFICE FURNITURE 2940 2940 0 GARAGE RENOVATIONS 12597 12597 0 FURNITURE & FIXTURES 17036 17036 0 SHELVING 2885 577 2308 HUMIDIFIER - ARCHIVE 11500 1643 9857 PUMP 5824 832 4992 LAND IMPROVEMENTS 19480 974 18506 LEGAL FEES 186086 93043 93043 WORKS OF ART BY MAURICE SENDAK 19474800 19474800 89211325 ANTIQUES AND CERAMICS 600000 600000 491325 MICKEY MOUSE COLLECTIBLES 327209 163605 88200 PHOTOGRAPHS 275000 PUBLICATION AGREEMENTS 12000000 ROYALTY AGREEMENTS 10000 LETTERS AND MANUSCRIPTS 25000 WORKS OF ART NOT BY MAURICE SENDAK 6500000 6500000 57507400 RARE EDITION BOOKS 936188 69000 69000 WASH SALE LOSSES DISALLOWED 2327 TO PROPERLY REFLECT BOOK VALUE OF OTHER ASSETS 13354792 OUTSIDE SERVICES 155253 0 155253 INSURANCE 69855 0 69855 STORAGE 29128 0 29128 DESIGN SERVICES 12363 0 12363 FELLOWSHIP EXPENSES 16030 0 16030 OFFICE EXPENSES 16170 0 16170 FOOD 8858 0 8858 ART HANDLING AND MOVING 6581 0 6581 PUBLIC RELATIONS 5000 0 5000 ENTERTAINMENT 3681 0 3681 ARCHIVING AND CONSERVATION 2967 0 2967 SPEAKER FEES 2000 0 2000 BUSINESS GIFTS 1675 0 1675 LICENSES AND FEES 2688 0 2688 ROYALTY INCOME 490628 490628 490628 LICENSING RIGHTS 675000 675000 675000 OTHER INCOME 1400 1400 1400 CREDIT CARD PAYABLE 19975 11317 INVESTMENT FEES 88881 88881 0 COMMISSIONS 57086 57086 0 PAYROLL 40449 0 28356 FEDERAL 990-PF 15000 0 0