2025-07-11T10:57:33-05:00 2024-08-31 410746749 CLIFTONLARSONALLEN 29 SOUTH MAIN STREET 4TH FLOOR WEST HARTFORD CT 06107 990PF 2023-09-01 061201236 GREATER HARTFORD AUTOMOBILE DEALERS ASSOCIATION FOUNDATION INC GREA 8602932500 36 TRUMBULL STREET HARTFORD CT 06103 SARAH FRYXELL SECRETARY/TREASURER 8602932500 2025-07-09 1 1 NICOLE LEE P01307175 8605614000 2025-07-09 2023 2025-03-06 01:10:19Z X 571069 X X 17908 17908 19316 41725 19316 37224 37224 0 0 0 0 0 7564 7535 0 29 5000 0 0 0 12564 7535 0 29 34500 34500 47064 7535 0 34529 -9840 29689 0 5591 7985 7985 684951 777244 429607 117363 126745 133477 807905 911974 571069 0 0 X 807905 911974 807905 911974 807905 911974 807905 -9840 113909 911974 0 911974 PUBLICLY TRADED SECURITIES 41725 22409 19316 19316 19316 413 0 413 0 413 113 0 300 0 413 0 0 0 0 0 0 0 0 0 0 0 0 1 1 CT 1 0 0 0 0 1 N/A CT AUTOMOTIVE RETAILERS ASSOC 8602932500 36 TRUMBULL STREET HARTFORD CT 06103 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 SARAH FRYXELL 36 TRUMBULL STREET HARTFORD CT 06103 DIRECTOR 0.03 0 0 0 JEFFREY AIOSA 36 TRUMBULL STREET HARTFORD CT 06103 DIRECTOR 0.03 0 0 0 BRIAN BOLLES 36 TRUMBULL STREET HARTFORD CT 06103 DIRECTOR 0.03 0 0 0 CHRISTINE MONACO 36 TRUMBULL STREET HARTFORD CT 06103 DIRECTOR 0.03 0 0 0 HAYDEN REYNOLDS 36 TRUMBULL STREET HARTFORD CT 06103 DIRECTOR (UNTIL 10/23) 0.03 0 0 0 NONE 0 NONE 0 0 827661 11374 0 839035 0 0 839035 12586 826449 41322 41322 413 413 40909 0 40909 0 40909 34529 0 34529 40909 0 0 9251 168 9419 34529 0 0 0 34529 0 6380 6380 3039 0 0 0 0 0 0 2871 168 168 SARAH FRYXELL 36 TRUMBULL STREET HARTFORD CT 06103 8602932500 CONTACT FOUNDATION FOR GRANT APPLICATIONS. NEXT SUBMISSION DEADLINE IS OCTOBER 1, 2025. THE FOUNDATION AWARDS GRANTS TO 501(C)(3) PUBLIC CHARITIES WHICH ARE BASED IN THE GREATER HARTFORD AREA AND WHICH SERVE COMMUNITY NEEDS PRIMARILY IN THE AREAS OF CULTURE, THE ARTS, THE NEEDY AND THE HOMELESS THROUGH SPONSORSHIP OF SPECIAL PROGRAMS AND PROJECTS WHICH ENHANCE THE QUALITY OF LIFE IN GREATER HARTFORD. CARDINAL SHEHAN CENTER 1494 MAIN STREET BRIDGEPORT CT 06604 PC ENRICHING LIVES THROUGH LEARNING AFTERSCHOOL PROGRAMS FOR AT-RISK YOUTH IN BRIDGEPORT 1000 COMMUNITY MUSIC SCHOOL 90 MAIN STREET CENTERBROOK CT 06409 PC FOSTER LOVE OF AND PURSUIT OF MUSIC THROUGH COMPREHENSIVE EDUCAITON FOR ALL AGES, ABILITIES & INCOME LEVELS 1000 CT FALLEN HEROES FOUNDATION 9 BEAR DEN ROAD TRUMBULL CT 06611 PC GOLD STAR MOTHERS & FAMILIES LAST SATURDAY OF SEPTEMBER 1500 CT NATIONAL GUARD FOUNDATION 360 BROAD STREET HARTFORD CT 06105 PC MILITARY BALL SPONSORSHIP 2000 EAST HARTFORD ALUMNI ASSOCIATION & EDUCATION FOUNDATION 869 FORBES ST EAST HARTFORD CT 06118 PC PROVIDES STUDENT SCHOLASHIPS AND GRANTS FOR TEACHER/STAFF 2500 EUGENE O'NEILL THEATER CENTER 305 GREAT NECK RD WATERFORD CT 06385 PC SUPPORT YOUNG PLAYWRIGHTS FESTIVAL 2500 FUTURES INC 902 SOUTH QUAKER LANE WEST HARTFORD CT 06110 PC ASSIST INDIVIDUALS WITH DISABILITIES, MENTORING, PLANNING, JOB TRAINING/PLACEMENT 2000 GLASTONBURY YMCA 95 OAKWOOD DRIVE GLASTONBURY CT 06033 PC CAMP, YOUTH, AND OTHER PROGRAM SUPPORT 1500 HOCKANUM VALLEY COMMUNITY COUNCIL 27 NAEK RD 4 VERNON CT 06066 PC SERVICES IN TRANSPORTATION, MENTAL HEALTH, SUBSTANCE ABUSE, BASIC NEEDS. 1500 JEWISH ASSOCIATION OF COMMUNITY LIVING 34 JEROME AVE SUITE 109 BLOOMFIELD CT 06002 PC GROUP HOMES, SUPPORTED LIVING, DAY SUPPORT SERVICES FOR THOSE WITH DEVELOPMENTAL DISABILITIES. 2000 JOLLY JOHN'S KEEP YOU TRUCKING FUND PO BOX 308 COLUMBIA CT 06237 PC SUPPORT FAMILIES SUPPORTING MEMBER WITH CANCER AND EXERIENCING FINANCIAL HARDSHIP 2000 JUNVENILE DIABETES RESEARCH FOUNDATION 20 BATTERSON PARK ROAD FARMINGTON CT 06032 PC DEDICATED TO RAISING FUNDS TO SUPPORT AND PROMOTE DIABETES RESEARCH. 1500 LEA'S FOUNDATION FOR LEUKEMIA RESEARCH FOUNDATION 2522H COTTAGE GROVE ROAD BLOOMFIELD CT 06002 PC PROVIDE FUND AND EDUCATION TO LEUKEMIA PATIENTS, SUPPORT CLINICAL TRIALS AND RESEARCH. 1500 MACC PO BOX 3804 MANCHESTER CT 06042 PC ASSISTANCE TO FAMILIES TO SUPPLEMENT SNAP BENEFITS 1500 MANES & MOTION THERAPEUTIC RIDING CENTER 2150 CORBIN AVENUE NEW BRITAIN CT 06053 PC THERAPEUTIC RIDING/EQUINE SERVICES TO HELP THOSE WITH PHYSICAL/EMOTIONAL OR COGNITIVE NEEDS ACHIEVE PHYSICAL, BEHAVIORAL,SOCIAL,EMOTIONAL GOALS. 1000 MARC INC OF MANCHESTER 151 SHELDON RD MANCHESTER CT 06042 PC SUPPORTS THOSE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES WITH INDEPENDENCE, CHOICE, INCLUSION AND PERSONAL GROWTH. 1500 PETER P MONACO JR DETACHMENT 40 980 CHESTNUT HILL RD SOUTH GLASTONBURY CT 06073 NC SUPPORT MILITARY FAMILES THROUGH EVENTS, EDUCATIONAL AND SUPPORT PROGRAMS. 1000 THAMES RIVER COMMUNITY SERVICE INC 268 HAMBURG ROAD LYME CT 06371 PC PROVIDES SAFE HOUSING AND SUPPORT SERVICS TO HOMELESS IN PURSUIT OF SELF-SUFFICIENCY & LIFE CONTROL. 1500 THE BUSHNELL CENTER FOR THE PERFORMING ARTS 166 CAPITOL AVE HARTFORD CT 06106 PC SUPPORT THE PARTNERS IN EDUCATION REVITALIZIG SCHOOLS PROGRAM 2000 THE CORNERSTONE FOUNDATION 15 PROSPECT STREET VERNON CT 06066 PC HOMELESS SHELTER, FOOD SUPPORT, TRAINING FOR VOLUTNEERS 2000 THE THOMAS MERTON CENTER 43 MADISON AVE BRIDGEPORT CT 06604 PC PROVIDE THOSE IN BRIDGEPORT HOLLOW NEIGHBORHOOD SUFFERING POVERTY SOCIAL SERVICES PROGRAMS. 1500 34500 0 14 17908 18 19316 0 37224 0 37224 0 0 0 0 0 1 0 0 0 1b(4) 5000 CONNECTICUT AUTOMOTIVE RETAILERS ASSOCIATION INC (CARA) THESE ARE ADDITIONAL EXPENSE REIMBURSEMENTS OWED TO CARA BY THE FOUNDATION. 1 CONNECTICUT AUTOMOTIVE RETAILERS ASSOCIATION INC 501(C)(6) SOLE MEMBER OF FOUNDATION CARA HOLDINGS INC 501(C)(2) TITLE-HOLDING CORPORATION FOR SOLE MEMBER OF FOUNDATION PETER P MONACO JR DETACHMENT 40 980 CHESTNUT HILL ROAD SOUTH GLASTONBURY CT 06073 2023-11-15 1000 TO PROVIDE FUNDING FOR THOSE WHO SERVE HONORABLY BY ENHANCING THEIR LIVES AND THE LIVES OF THEIR FAMILIES THROUGH THE USE OF EDUCATIONAL PROGRAMS. 1000 NONE 07/15/2025 1899.870 UNITS BLACKROCK STRATEGIC INCOME OPPRTSI INSTL (BSIIX) 18163 18325 1742.417 UNITS PIMCO INTL BD U.S. DOLLAR-HEDGED INST (PFORX) 17267 18643 3597.200 UNITS VANGUARD CORE BOND FUND ADMIRAL (VCOBX) 65721 69926 1723.652 UNITS VANGUARD SHORT TERM INVMT GRADE ADMIRAL (VFSUX) 17909 18139 79 SHARES SPDR SER TR BLOOMBERG BRCLYS (JNK) 7685 8444 2406.434 UNITS BARON EMERGING MARKETS FUND INSTL (BEXIX) 36987 33185 4317.060 UNITS BRANDES INTL EQUITY FUND CLASS I (BIIEX) 98213 71607 1090.055 UNITS GATEWAY FUND CLASS Y (GTEYX) 48998 36213 2920.890 UNITS HARDING LOEVNER INTL EQUITY PORT INSTL (HLMIX) 82135 66386 1363.373 UNITS VANGUARD MARKET NEUTRAL FD INV SHS (VMNFX) 19728 15271 533 SHARES SPDR S&P500 ETF TRUST TRUST UNIT (SPY) 300441 89833 204 SHARES ISHARES RUSSELL 2000 ETF (IWM) 44896 24064 217 SHARES SPDR S&P MIDCAP 400 ETF (MDY) 122670 71938 244 SHARES VANGUARD REAL ESTATE ETF (VNQ) 23176 21110 GALA EXPENSES 5000 0 0 0 UNREALIZED GAIN ON INVESTMENTS 113909 INVESTMENT MANAGEMENT FEE 7505 7505 0 0 OTHER PROFESSIONAL FEES 59 30 0 29