2024-11-15T09:53:20-06:00 2023-12-31 454149985 ROSEMCKENNA PLLC 1717 PENNSYLVANIA AVE NW 750 WASHINGTON DC 20006 990PF 2023-01-01 061577514 SQUIER FAMILY FOUNDATION SQUI 2028621880 1000 BEACH ROAD 197 VERO BEACH FL 32963 DAVID SQUIER TRUSTEE 2028621880 2024-11-14 1 1 KRISTEN MCKENNA P00708363 2028621880 X 2023 2024-10-15 13:58:12Z X X 9226127 X 399374 5264 5264 195330 195330 205218 595783 205218 395903 395903 0 1201089 801715 0 0 0 0 0 22930 22930 0 0 37182 37182 0 0 48499 4499 0 0 137890 128988 0 0 246501 193599 0 0 492600 492600 739101 193599 0 492600 461988 608116 0 528660 163606 163606 1303472 1533916 1983578 4485381 5102112 7078943 6317513 6799634 9226127 1000 0 1000 X 6317513 6798634 0 0 0 0 6317513 6798634 6317513 6799634 6317513 461988 19133 6798634 0 6798634 PUBLICLY TRADED SECURITIES (ST) 2023-01-01 2023-12-31 103157 101637 1520 1520 PUBLICLY TRADED SECURITIES (LT) 2022-01-01 2023-12-31 385780 283063 102717 102717 SHORT TERM GAINS FROM PARTNERSHIPS P 2023-01-01 2023-12-31 5865 -5865 -5865 LONG TERM GAINS FROM PARTNERSHIPS P 2022-01-01 2023-12-31 104937 104937 104937 MORGAN STANLEY CAP GAIN DISTRIBUTION P 2022-01-01 2023-12-31 1909 1909 1909 205218 -4345 8453 0 8453 0 8453 14063 0 6000 0 20063 X 0 11610 11610 0 0 0 0 0 0 0 0 0 1 1 0 1 1 CT 1 0 0 0 0 1 N/A DAVID SQUIER 2028621880 1000 BEACH ROAD APT 197 VERO BEACH FL 32963 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 DAVID L SQUIER 1000 BEACH ROAD APT 197 VERO BEACH FL 32963 TRUSTEE - AS NEEDED 0.00 0 0 0 SUE SQUIER 1000 BEACH ROAD APT 197 VERO BEACH FL 32963 TRUSTEE - AS NEEDED 0.00 0 0 0 NONE 0 NONE 0 PLEASE NOTE, THE FOUNDATION IS NOT INVOLVED IN ANY DIRECT CHARITABLE ACTIVITIES. ITS PRIMARY PURPOSE IS TO SUPPORT, BY CONTRIBUTIONS, OTHER CHARITABLE ORGANIZATIONS EXEMPT UNDER INTERNAL REVENUE CODE SECTION 501 (C)(3). 0 0 1933470 249068 6953377 9135915 0 0 9135915 137039 8998876 449944 449944 8453 77302 85755 364189 0 364189 0 364189 492600 0 492600 364189 193069 0 0 492600 193069 0 0 299531 0 0 0 0 0 0 0 0 64658 0 0 0 DAVID L SQUIER X ABC NEW CANAAN PO BOX 355 NEW CANAAN CT 06840 NONE PC GENERAL CHARITABLE PURPOSES 750 AMERICARES 88 HAMILTON AVENUE STAMFORD CT 06902 NONE PC GENERAL CHARITABLE PURPOSES 1500 CEDAR CREST COLLEGE 100 COLLEGE DRIVE ALLENTOWN PA 18104 NONE PC GENERAL CHARITABLE PURPOSES 1000 FERRIS STATE UNIVERSITY 1201 S STATE STREET BIG RAPIDS MI 49307 NONE PC GENERAL CHARITABLE PURPOSES 500 CONGREGATIONAL CHURCH OF NEW CANAAN 23 PARK STREET NEW CANAAN CT 06840 NONE PC GENERAL CHARITABLE PURPOSES 56000 CROSSING THRESHOLDS PO BOX 446 NEW CANAAN CT 06840 NONE PC GENERAL CHARITABLE PURPOSES 63000 DOCTORS WITHOUT BORDERS 40 RECTOR ST 16TH FLOOR NEW YORK NY 10006 NONE PC GENERAL CHARITABLE PURPOSES 500 FEED MY STARVING CHILDREN 401 93RD AVENUE NW COON RAPIDS MN 55433 NONE PC GENERAL CHARITABLE PURPOSES 1000 FEEDING AMERICA 1627 I ST NW WASHINGTON DC 20006 NONE PC GENERAL CHARITABLE PURPOSES 5000 FILLING IN THE BLANKS 346 MAIN AVENUE STE 3A NORWALK CT 06851 NONE PC GENERAL CHARITABLE PURPOSES 5000 GET ABOUT NEW CANAAN PO BOX 224 NEW CANAAN CT 06840 NONE PC GENERAL CHARITABLE PURPOSES 500 GIVE ME AN ANSWER PO BOX 1692 NEW CANAAN CT 06840 NONE PC GENERAL CHARITABLE PURPOSES 5000 GRACE COMMUNITY CHURCH PO BOX 422 NEW CANAAN CT 06840 NONE PC GENERAL CHARITABLE PURPOSES 15000 GRASSROOT SOCCER PO BOX 632 HANOVER NH 03755 NONE PC GENERAL CHARITABLE PURPOSES 2500 HABITAT FOR HUMANITY 322 WEST LAMAR STREET AMERICUS GA 317093543 NONE PC GENERAL CHARITABLE PURPOSES 2500 HIGHER GROUND USA PO BOX 6791 KETCHUM ID 83340 NONE PC GENERAL CHARITABLE PURPOSES 10000 HORIZONS AT NEW CANAAN COUNTRY SCHOOL 635 FROGTOWN RD NEW CANAAN CT 06840 NONE PC GENERAL CHARITABLE PURPOSES 500 I HAVE A DREAM FOUNDATION 322 8TH AVENUE STE 202 NEW YORK NY 10001 NONE PC GENERAL CHARITABLE PURPOSES 10000 JOHNS ISLAND FOUNDATION 6001 HIGHWAY A1A PMB 8323 INDIAN RIVER SHORES FL 32963 NONE PC GENERAL CHARITABLE PURPOSES 1500 KING BAUDOUIN FOUNDATION UNITED STATES 551 FIFTH AVENUE STE 2400 NEW YORK NY 10176 NONE PC GENERAL CHARITABLE PURPOSES 12500 LEHIGH UNIVERSITY 27 MEMORIAL DR W BETHLEHEM PA 18015 NONE PC GENERAL CHARITABLE PURPOSES 5000 LITTLE SISTERS FUND PO BOX 909 HAILEY ID 83333 NONE PC GENERAL CHARITABLE PURPOSES 18600 MEALS ON WHEELS OF NEW CANAAN 3 FARM ROAD NEW CANAAN CT 06840 NONE PC GENERAL CHARITABLE PURPOSES 500 NEW CANAAN COMMUNITY FOUNDATION 111 CHERRY STREET NEW CANAAN CT 06840 NONE PC GENERAL CHARITABLE PURPOSES 8000 NEW CANAAN LAND TRUST 58 PINE ST NEW CANAAN CT 06840 NONE PC GENERAL CHARITABLE PURPOSES 2500 NEW CANAAN PUBLIC LIBRARY 151 MAIN STREET NEW CANAAN CT 06840 NONE PC GENERAL CHARITABLE PURPOSES 5000 NEW CANAAN YMCA 564 SOUTH AVENUE NEW CANAAN CT 06840 NONE PC GENERAL CHARITABLE PURPOSES 116000 RED DOOR COMMUNITY 195 W HOUSTON STREET NEW YORK NY 10014 NONE PC GENERAL CHARITABLE PURPOSES 750 ROSER CHURCH PO BOX 247 ANNA MARIA FL 342160247 NONE PC GENERAL CHARITABLE PURPOSES 5000 SAMARITANS PURSE PO BOX 3000 BOONE NC 28607 NONE PC GENERAL CHARITABLE PURPOSES 2000 SPECIAL OLYMPICS CONNECTICUT 2666 STATE STREET STE 1 HAMDEM CT 06517 NONE PC GENERAL CHARITABLE PURPOSES 500 STAYING PUT IN NEW CANAAN 58 PINE ST NEW CANAAN CT 06840 NONE PC GENERAL CHARITABLE PURPOSES 500 SUMMER THEATRE OF NEW CANAAN 70 PINE ST NEW CANAAN CT 06840 NONE PC GENERAL CHARITABLE PURPOSES 2000 SUN VALLEY MUSIC FESTIVAL 120 N 2ND AVENUE STE 103 KETCHUM ID 83340 NONE PC GENERAL CHARITABLE PURPOSES 1000 SWIFTSURE RANCH 114 CALYPSO LANE BELLEVUE ID 83313 NONE PC GENERAL CHARITABLE PURPOSES 1000 THE HUNGER COALITION 110 HONEYSUCKLE STREET BELLEVUE ID 83313 NONE PC GENERAL CHARITABLE PURPOSES 1000 THE LUSTGARTEN FOUNDATION 415 CROSSWAYS PARK DRIVE WOODBURY NY 11797 NONE PC GENERAL CHARITABLE PURPOSES 2500 THE NATURE CONSERVANCY 4245 N FAIRFAX DRIVE STE 100 ARLINGTON VA 22203 NONE PC GENERAL CHARITABLE PURPOSES 3000 THE SALVATION ARMY 139 LAKEVIEW AVENUE NEW CANAAN CT 06840 NONE PC GENERAL CHARITABLE PURPOSES 1500 WAVENY LIFE CARE NETWORK 3 FARM ROAD NEW CANAAN CT 06840 NONE PC GENERAL CHARITABLE PURPOSES 1000 WAVENY PARK CONSERVANCY 677 SOUTH AVENUE NEW CANAAN CT 06840 NONE PC GENERAL CHARITABLE PURPOSES 1500 WOOD RIVER LAND TRUST 119 E BULLION STREET HAILEY ID 83333 NONE PC GENERAL CHARITABLE PURPOSES 10000 WOOD RIVER YMCA 101 SADDLE RD KETCHUM ID 83340 NONE PC GENERAL CHARITABLE PURPOSES 107500 YOUNG LIFE PO BOX 520 COLORADO SPRINGS CO 80901 NONE PC GENERAL CHARITABLE PURPOSES 1000 SILVER CREEK ALLIANCE PO BOX 686 PICABO ID 83348 NONE PC GENERAL CHARITABLE PURPOSES 1000 492600 0 14 5264 14 195330 01 395903 18 205218 0 801715 0 801715 0 0 0 0 0 0 0 0 0 0 X X 1 DAVID L SQUIER 1000 BEACH ROAD APT 197 VERO BEACH FL 32963 229289 X 2 DAVID L SQUIER 1000 BEACH ROAD APT 197 VERO BEACH FL 32963 170085 X 2 4350 SHS OF AMLP 170085 2023-03-02 MORGAN STANLEY ACCT. 1533916 1983578 PARTNERSHIP INVESTMENTS AT COST 5102112 7078943 OTHER EXPENSES FROM PARTNERSHIPS 130217 128815 0 0 MORGAN STANLEY - INVESTMENT EXPENSES 173 173 0 0 OTHER EXPENDITURE 7500 0 0 0 OTHER INCOME FROM PARTNERSHIPS 395903 395903 0 FUND BALANCE ADJUSTMENTS 19133 ACCOUNTING 22930 22930 0 0 FEDERAL TAX PAID 35000 0 0 0 FOREIGN TAX PAID FROM PARTNERSHIPS 2453 2453 0 0 STATE TAXES PAID FROM PARTNERSHIPS 1475 1475 0 0 CONNECTICUT TAXES PAID 9000 0 0 0 MORGAN STANLEY - FOREIGN TAX PAID 571 571 0 0