2024-03-22T10:13:31-05:00 2023-12-31 061467807 EDWARD M DEDON CPA 30 MYANO LNSTE34 STAMFORD CT 069024532 990PF 2023-01-01 136127896 THE OAKLAWN FOUNDATIONINC OAKL 2032498035 CO BETSY RAFTERY POB 7065 WILTON CT 06897 WILLIAM S KIES III PRESIDENT 2032498035 2024-03-22 1 WILLIAM KIES III 999009999 0 EDWARD M DEDON P00009668 2033591188 2024-03-19 X 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 22957134 X X 38 38 465045 465045 469621 5572390 469621 934704 934704 55000 5500 49500 14745 1475 13270 113061 113061 0 25965 883 3787 132 0 1294 129 1165 1459 146 1313 211656 121194 69035 945000 945000 1156656 121194 1014035 -221952 813510 929810 971615 971615 4754090 4545654 4622415 7331837 6892100 14913511 2203944 2589234 2449133 19663 19203 592 460 460 15220273 14999063 22957134 327 1069 327 1069 X 15219946 14997994 0 0 0 0 15219946 14997994 15220273 14999063 15219946 -221952 0 14997994 0 14997994 DETAILS AVAILABLE UPON REQUEST P 5572390 5102769 469621 469621 469621 11308 0 11308 0 11308 24000 0 0 0 24000 0 12692 12692 0 0 0 0 0 0 0 0 0 0 0 1 1 NY CT 1 0 0 0 0 1 N/A ELIZABETH K RAFTERY THE OAKLAWN F 2032498035 PO BOX 7065 WILTON CT 06897 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 STEPHEN K GRIMM 80 FIELD POINT ROAD PO BOX 2220 GREENWICH CT 06836 DIRECTOR 0.00 0 0 0 WILLIAM S KIES III 15 GRANT AVENUE OLD GREENWICH CT 06870 PRESIDENT/DIRECTOR 25.00 30000 0 0 ELIZABETH K RAFTERY 34 WICKS END LANE WILTON CT 06897 TREASURER/DIRECTOR 25.00 25000 0 0 JOSEPH PAIGHT 1105 FLORES DE AVILA TAMPA FL 33613 DIRECTOR 0.00 0 0 0 WILLIAM S KIES IV 19 MEADOW DRIVE COS COB CT 06807 DIRECTOR 0.00 0 0 0 JONATHAN M WELLS 90 RIVER ROAD COS COB CT 06807 DIRECTOR 0.00 0 0 0 NONE 0 AVITY INVESTMENT MANAGEMENT INC 80 FIELD POINT ROAD GREENWICH CT 06830 INVESTMENT ADVISORY SERVICES 100734 0 NO DIRECT ACTIVITIES 0 NONE 0 0 0 20613293 910955 526 21524774 0 0 21524774 322872 21201902 1060095 1060095 11308 11308 1048787 0 1048787 0 1048787 1014035 0 1014035 1048787 569037 0 0 1014035 569037 0 0 444998 0 0 0 0 0 0 0 0 603789 0 0 0 WILLIAM S KIES III WILLIAM S KIES III PRESIDENTOAKLAWN PO BOX 7065 WILTON CT 06897 2032498035 APPLICATIONS SHOULD INCLUDE DATA AS TO THE PURPOSE AND PROPOSED USE OF THE GRANT; PERTINENT FINANCIAL DATA SHOULD BE SUBMITTED. GRANT SUBMISSIONS NEED TO BE SUBMITTED BY FEBRUARY 1ST. GRANTEE MUST BE AN EXEMPT ORGANIZATION UNDER SECTION 501(C) OF THE INTERNAL REVENUE CODE. NO OTHER SPECIAL FACTORS. ALZHEIMERS ASSOCIATION PO BOX 96011 WASHINGTON DC 20090 NONE PUBLIC CHARITIES DIRECTOR'S GRANT TO 501C ORGANIZATION 1000 AMERICAN RED CROSS 99 INDIAN FIELD ROAD GREENWICH CT 06830 NONE PUBLIC CHARITIES DISASTER RELIEF 20000 AMERICARES 88 HAMILTON AVENUE STAMFORD CT 06902 NONE PUBLIC CHARITIES EMERGENCY PROGRAMS 20000 ASCUTNEY OUTDOORS PO BOX 101 BROWNSVILLE VT 05037 NONE PUBLIC CHARITIES DIRECTOR'S GRANT TO 501C ORGANIZATION 3000 BETSY'S PARK PO BOX 688 HOLDERNESS NH 03248 NONE PUBLIC CHARITIES 2021 PLEDGE OF MULTI YEAR GRANT OF $50,000 2021-2024 10000 BOYS & GIRLS CLUB GREENWICH 4 HORSENECK LANE GREENWICH CT 06830 NONE PUBLIC CHARITIES GENERAL OPERATING SUPPORT, EDUCATION PROGRAMMING AND DIRECTOR'S GRANT TO 501C ORGANIZATION 31000 BRUNSWICK SCHOOL 100 MAHER AVENUE GREENWICH CT 06830 NONE PUBLIC CHARITIES 2023 PLEDGE OF MULTI YEAR GRANT OF $25,000 2023-2027; DIRECTOR'S GRANT TO 501C ORGANIZATION 32500 BUILDING ONE COMMUNITY 417 SHIPPAN AVE STAMFORD CT 06902 NONE PUBLIC CHARITIES DIRECTOR'S GRANT TO 501C ORGANIZATION 1000 CHOATE-ROSEMARY HALL 333 CHRISTIAN STREET WALLINGFORD CT 06492 NONE PUBLIC CHARITIES SCHOLARSHIP FUND AND DIRECTOR'S GRANT TO 501C ORGANIZATION 30000 CLEARWATER COMMUNITY SAILING CENTER 1001 GULF BLVD CLEARWATER FL 33767 NONE PUBLIC CHARITIES DIRECTOR'S GRANT TO 501C ORGANIZATION 5000 COLBY COLLEGE 4000 MAYFLOWER HILL WATERVILLE ME 04901 NONE PUBLIC CHARITIES SCHOLARSHIP PLEDGE YEAR 5 OF 5 AND DIRECTOR'S GRANT TO 501C ORGANIZATION 40500 DARDEN SCHOOL FOUNDATION UNIV OF VA PO BOX 400807 CHARLOTTESVILLE VA 229073015 NONE PUBLIC CHARITIES DIRECTOR'S GRANT TO 501C ORGANIZATION 5000 DOMUS KIDS INC 83 LOCKWOOD AVENUE STAMFORD CT 06902 NONE PUBLIC CHARITIES DOMUS KNIGHTS 2023 GRANT 30000 FILING IN THE BLANKS 346 MAIN AVE STE 3A NORWALK CT 06851 NONE PUBLIC CHARITIES DIRECTOR'S GRANT TO 501C ORGANIZATION 1000 FRIENDS OF AMBLER FARM PO BOX 7442 WILTON CT 06897 NONE PUBLIC CHARITIES DIRECTOR'S GRANT TO 501C ORGANIZATION 1000 FRIENDS OF THE NORWALK RIVER VALLEY TRAIL PO BOX 174 GEORGETOWN CT 06829 NONE PUBLIC CHARITIES DIRECTOR'S GRANT TO 501C ORGANIZATION;NRVT TRAIL MAINTENANCE 2500 GREENWICH ACADEMY 200 NORTH MAPLE AVENUE GREENWICH CT 06830 NONE PUBLIC CHARITIES 2023 PLEDGE OF MULTI YEAR GRANT OF $20,000 2023-2027;YEAR 1 OF 5 20000 GREENWICH ALLIANCE FOR EDUCATION 49 MAPLE AVE GREENWICH CT 06830 NONE PUBLIC CHARITIES DIRECTOR'S GRANT TO 501C ORGANIZATION 1000 GREENWICH COMMUNITY GARDENS PO BOX 4743 GREENWICH CT 06831 NONE PUBLIC CHARITIES DIRECTOR'S GRANT TO 501C ORGANIZATION 500 GREENWICH FAMILY CENTERS 40 ARCH STREET POB 7550 GREENWICH CT 06836 NONE PUBLIC CHARITIES 2023 GRANT GREENWICH HEAD START 30000 GREENWICH HOSPITAL 5 PERRYRIDGE RD GREENWICH CT 06830 NONE PUBLIC CHARITIES 2023 GRANT NURSING RESIDENCY FUND 15000 GREENWICH LAND TRUST 370 ROUND HILL RD GREENWICH CT 06831 NONE PUBLIC CHARITIES DIRECTOR'S GRANT TO 501C ORGANIZATION 1000 HILSDALE COLLEGE 33 E COLLEGE STREET HILLSDALE MI 49242 NONE PUBLIC CHARITIES 2023 GRANT FOR OAKLAWN FOUNDATION SCHOLARSHIP 25000 INNER CITY SCHOLARSHIP FUND 1011 FIRST AVENUE 14TH FL NEW YORK NY 10022 NONE PUBLIC CHARITIES HIGH SCHOOL AWARD PROGRAM AND SCHOLARSHIP; MULTI YEAR GRANTS 4 OF 5 YEARS 30000 KIDS IN CRISIS ONE SALEM STREET COS COB CT 06807 NONE PUBLIC CHARITIES MULTI YEAR GRANT 3 OF 4 TO EDUCATION SVCES AND DIRECTOR'S GRANT TO 501C ORGANIZATION 45000 LAUREL HOUSE 1616 WASHINGTON BLVD STAMFORD CT 06902 NONE PUBLIC CHARITIES 2023 GRANT SUPPORTING LAUREL HOUSE THINKING WELL PROGRAM 20000 MORNING STAR CATHOLIC SCHOOL 210 E LINEBAUGH AVENUE TAMPA FL 33612 NONE PUBLIC CHARITIES TUITION ASSISTANCE YEAR 2 OF 3 OF PLEDGE AND DIRECTOR'S GRANT TO 501C ORGANIZATION 20000 MOUNT DORA CHRISTIAN ACADEMY & CHILDREN'S HOME 301 WEST 13TH AVENUE MOUNT DORA FL 32757 NONE PUBLIC CHARITIES YEAR 2 OF 4 OF SCHOLARSHIP FUND,BIOMEDICAL SCIENCE INSTITUTE AND DIRECTOR'S GRANT TO 501C ORGANIZATION 45000 NATIONAL MS SOCIETY 659 TOWER AVENUE FIRST FLOOR HARTFORD CT 06112 NONE PUBLIC CHARITIES DIRECTOR'S GRANT TO 501C ORGANIZATION 3500 NEIGHBOR TO NEIGHBOR 248 EAST PUTNAM AVE GREENWICH CT 06830 NONE PUBLIC CHARITIES 2023 GRANT FOOD & HOUSEHOLD ESSENTIAL BUDGET 20000 NORTHWESTERN UNIVERSITY 1201 DAVIS STREET EVANSTON IL 60208 NONE PUBLIC CHARITIES DIRECTOR'S GRANT TO 501C ORGANIZATION 10000 NYU STERN SCHOOL OF BUSINESS 547 LAGUARDIA PLACE NEW YORK NY 10012 NONE PUBLIC CHARITIES DIRECTOR'S GRANT TO 501C ORGANIZATION 2500 PATHWAYS INC 175 MILBANK AVE GREENWICH CT 06830 NONE PUBLIC CHARITIES DIRECTOR'S GRANT TO 501C ORGANIZATION 1000 SCSU FOUNDATION INC 501 CRESCENT STREET NEW HAVEN CT 065151355 NONE PUBLIC CHARITIES SCHOLARSHIP PLEDGE YEAR 3 OF 5 AND DIRECTOR'S GRANT TO 501C ORGANIZATION 40000 SOUNDWATERS COVE ISLAND PARK 1281 COVE ROAD STAMFORD CT 06902 NONE PUBLIC CHARITIES SCHOLARSHIP FUND YEAR 3 OF 5 AND DIRECTOR'S GRANT TO 501C ORGANIZATION 35000 ST LAWRENCE UNIVERSITY 23 ROMODA DRIVE CANTON NY 13617 NONE PUBLIC CHARITIES 2023 GRANT OAKLAWN FOUNDATION SCHOLARSHIP FUND AND DIRECTOR'S GRANT TO 501C ORGANIZATION 22500 ST PAUL'S EPISCOPAL CHURCH 200 RIVERSIDE AVE RIVERSIDE CT 06878 NONE PUBLIC CHARITIES DIRECTOR'S GRANT TO 501C ORGANIZATION 4500 STAMFORD MUSEUM AND NATURE CENTER 39 SCOFIELDTOWN ROAD STAMFORD CT 06903 NONE PUBLIC CHARITIES PLEDGE FOR EDUCATION PROGRAMS AND DIRECTOR'S GRANT TO 501C ORGANIZATION 34000 STARK MOUNTAIN FOUNDATION PO BOX 1221 WAITSFIELD VT 05673 NONE PUBLIC CHARITIES DIRECTORS' GRANT TO 501C ORGANIZATION 5000 SUMMER ON THE HILL 4662 TIBBET AVENUE BRONX NY 10471 NONE PUBLIC CHARITIES 2023 GRANT EDUCATION PROGRAMS 30000 THE HILL SCHOOL 717 EAST HIGH STREET POTTSTOWN PA 19464 NONE PUBLIC CHARITIES 2023 GRANTS;2023 MULTI YEAR GRANT PLEDGE CLASS OF '93 SCHOLARSHIP 2023-2025 YEAR 1 OF 3;DIRECTOR'S GRANT TO 501C ORGANIZATION 65500 THE MARITIME AQUARIUM AT NORWALK 10 NORTH WATER ST NORWALK CT 06854 NONE PUBLIC CHARITIES DIRECTOR'S GRANT TO 501C ORGANIZATION 2000 THE MEAD SCHOOL 1095 RIVERBANK RD STAMFORD CT 06903 NONE PUBLIC CHARITIES DIRECTOR'S GRANT TO 501C ORGANIZATION 2000 U OF VT & STATE AGRICULTURE FOUNDATION 411 MAIN STREET BURLINGTON VT 05401 NONE PUBLIC CHARITIES DIRECTOR'S GRANT TO 501C ORGANIZATION 7500 UNC WILMINGTON 601 SOUTH COLLEGE ROAD WILMINGTON NC 284035990 NONE PUBLIC CHARITIES MULTI YEAR PLEDGE SCHOLARSHIP FUND AND GPAC YEAR 4 OF 5 40000 UNIVERSITY OF THE CUMBERLANDS 6191 COLLEGE STATION DRIVE WILLIAMSBURG KY 40769 NONE PUBLIC CHARITIES MULTI YEAR PLEDGE SCHOLARSHIP FUND YEAR 4 OF 5; 25000 UPPER VALLEY LAND TRUST 19 BUCK ROAD HANOVER NH 03755 NONE PUBLIC CHARITIES DIRECTOR'S GRANT TO 501C ORGANIZATION 2500 UVM FOUNDATION 411 MAIN STREET BURLINGTON VT 05401 NONE PUBLIC CHARITIES MULTI YEAR GRANT YEAR 2 OF 5 OAKLAWN FOUNDATION SCHOLARSHIPS 25000 VILLANOVA UNIVERSITY 800 E LANCASTER AVE VILLANOVA PA 19805 NONE PUBLIC CHARITIES DIRECTOR'S GRANT TO 501C ORGANIZATION 2000 WAKE FOREST UNIVERSITY 499 DEACON BLVD WINTONSALEM NC 27105 NONE PUBLIC CHARITIES DIRECTOR'S GRANT TO 501C ORGANIZATION 10000 WATERSIDE SCHOOL 770 PACIFIC STREET STAMFORD CT 06902 NONE PUBLIC CHARITIES 2023 GRANT FOR OAKLAWN FOUNDATION SCHOLARSHIPS AND DIRECTOR'S GRANT TO 501C ORGANIZATION 30000 WEST WINDSOR HISTORICAL SOCIETY PO BOX 12 BROWNSVILLE VT 05037 NONE PUBLIC CHARITIES DIRECTOR'S GRANT TO 501C ORGANIZATION 1000 WILTON LIBRARY ASSOCIATION 137 OLD RIDGEFIELD ROAD WILTON CT 06897 NONE PUBLIC CHARITIES DIRECTOR'S GRANT TO 501C ORGANIZATION 1500 WOODCOCK NATURE CENTER 56 DEER RUN ROAD WILTON CT 06897 NONE PUBLIC CHARITIES 2023 GRANT SUMMER CAMP SCHOLARSHIPS, GENERAL OPERATING FUND AND DIRECTOR'S GRANT TO 501C ORGANIZATION 12000 WORKPLACE INC 350 FAIRFIELD AVENUE BRIDGEPORT CT 06604 NONE PUBLIC CHARITIES 2023 GRANT GENERAL OPERATING FUND 25000 945000 BETSY'S PARK PO BOX 688 HOLDERNESS NH 03248 NONE PUBLIC CHARITIES MULTI YEAR GRANT: $10,000 FOR 2020-2024 10000 BRUNSWICK SCHOOL 100 MAHER AVENUE GREENWICH CT 06830 NONE PUBLIC CHARITIES MULTI YEAR GRANT: $25,000 FOR 2024-2027 100000 GREENWICH ACADEMY 200 NORTH MAPLE AVENUE GREENWICH CT 06830 NONE PUBLIC CHARITIES MULTI YEAR GRANT: $20,000 FOR 2023-2027 80000 INNER-CITY SCHOLARSHIP FUND 1011 FIRST AVENUE 14TH FL NEW YORK NY 10022 NONE PUBLIC CHARITIES MULTI YEAR GRANT: $30,000 FOR 2021-2024 30000 KIDS IN CRISIS ONE SALEM STREET COS COB CT 06807 NONE PUBLIC CHARITIES EDUCATION SERVICES MULTI YEAR GRANT: $40,000 FOR 2021-2024 40000 MORNING STAR SCHOOL 210 E LINEBAUGH AVENUE TAMPA FL 33612 NONE PUBLIC CHARITIES MULTI YEAR GRANT- $15,000 FOR 2022-2024 15000 MOUNT DORA CHRISTIAN ACADEMY & CHILDREN'S HOME 301 WEST 13TH AVENUE MOUNT DORA FL 32757 NONE PUBLIC CHARITIES MULTI YEAR GRANT-$40,000 FOR 2022-2025 80000 SOUNDWATERS COVE ISLAND PARK 1281 COVE ROAD STAMFORD CT 06902 NONE PUBLIC CHARITIES EXPLORERS' PROGRAM AND SCHOLARSHIP FUND MULTI YEAR GRANTS:$25,000 FOR 2021-2025 50000 SOUTHERN CONN STATE 501 CRESCENT STREET NEW HAVEN CT 065151355 NONE PUBLIC CHARITIES MULTI YEAR GRANT: $30,000 FOR 2021-2025 60000 THE HILL SCHOOL 717 EAST HIGH STREET POTTSTOWN PA 19464 NONE PUBLIC CHARITIES MULTI YEAR GRANT: $40,000 FOR 2022-2025 & $5,000 2023-2025 90000 UNC WILMINGTON 601 SOUTH COLLEGE ROAD WILMINGTON NC 284035990 NONE PUBLIC CHARITIES MULTI YEAR GRANTS: $40,000 FOR 2020-2024 40000 UNIVERSITY OF THE CUMBERLANDS 6191 COLLEGE STATION DRIVE WILLIAMSBURG KY 40769 NONE PUBLIC CHARITIES MULTI YEAR SCHOLARSHIP GRANT: $25,000 FOR 2021-2024 25000 UVM 411 MAIN STREET BURLINGTON VT 05401 NONE PUBLIC CHARITIES MULTI YEAR GRANT-$25,000 FOR 2022-2026 75000 695000 14 38 14 465045 18 469621 CREDIT CARD CASH REBATE 14 0 934704 0 934704 0 0 0 0 0 0 0 0 0 0 EDWARD M. DEDON,CPA (ACCTG & TAX PREP) 14745 1475 13270 N/A 0 COMPUTER/FAX MACHINE 1992-06-15 3385 3385 SL 5.000000000000 0 0 FURNITURE & FIXTURES 1992-06-15 5148 5148 SL 7.000000000000 0 0 COPIER 1994-06-15 1100 1100 SL 5.000000000000 0 0 COMPUTER 1996-08-15 2403 2403 SL 5.000000000000 0 0 FURNITURE 1996-12-01 353 353 SL 7.000000000000 0 0 PRINTER 1998-03-08 236 236 SL 5.000000000000 0 0 COMPUTER 2000-01-15 1605 1605 SL 5.000000000000 0 0 COMPUTER 2004-12-08 779 779 SL 5.000000000000 0 0 FURNITURE 2004-04-15 1646 1646 SL 7.000000000000 0 0 COMPUTER & PRINTER 2010-10-06 1443 1443 SL 5.000000000000 0 0 DELL LAPTOP MODEL 7537 2015-10-26 744 744 SL 5.000000000000 0 0 PRINTER/COPIER 2017-02-07 163 163 SL 5.000000000000 0 0 DELL LAPTOP INSPIRON 15-5510 2022-02-11 658 66 SL 5.000000000000 132 0 CORPORATE BONDS & BOND ETF 2589234 2449133 CORPORATE STOCK & EQUITY ETF 6892100 14913511 4545654 4622415 0 0 COMPUTER/FAX MACHINE 3385 3385 0 0 FURNITURE & FIXTURES 5148 5148 0 0 COPIER 1100 1100 0 0 COMPUTER 2403 2403 0 0 FURNITURE 353 353 0 0 PRINTER 236 236 0 0 COMPUTER 1605 1605 0 0 COMPUTER 779 779 0 0 FURNITURE 1646 1646 0 0 COMPUTER & PRINTER 1443 1443 0 0 DELL LAPTOP MODEL 7537 744 744 0 0 PRINTER/COPIER 163 163 0 0 DELL LAPTOP INSPIRON 15-5510 658 198 460 460 OFFICE MAINTENANCE & EXPENSES 659 66 593 FILING FEES 800 80 720 AVITY INVESTMENT MANAGEMENT INC (INVESTMENT MANAGEMENT FEES) 100734 100734 0 BANK OF NEW YORK (CUSTODY FEES) 12327 12327 0 PAYROLL TAXES 4208 421 3787 FEDERAL EXCISE PAID 21295 0 0 FOREIGN TAX WITHHELD ON DIVIDENDS 462 462 0