2025-05-14T08:11:51-05:00 2024-06-30 410746749 CLIFTONLARSONALLEN 29 SOUTH MAIN STREET 4TH FLOOR WEST HARTFORD CT 06107 990PF 2023-07-01 061487230 THE ROBERT & MARGARET PATRICELLI FAMILY FOUNDATION ROBE 8606783401 77 HARTFORD ROAD SIMSBURY CT 06076 ROBERT E PATRICELLI CHAIRMAN 8606783401 2025-05-08 1 0 ANDREW LATTIMER P00368790 8605614000 2025-05-08 2023 2025-03-06 01:10:19Z X 6670883 X 97400 11 11 85217 85217 274491 1830673 274491 457119 359719 0 0 0 16517 5000 0 56681 26681 0 3727 0 0 1688 0 1688 78613 31681 1688 336113 336113 414726 31681 337801 42393 328038 220303 429671 429671 70491 64733 64733 3645755 3550939 4804903 507489 582502 548052 569890 570837 823524 932387 0 0 5946315 5198682 6670883 0 0 X 5946315 5198682 0 0 0 0 5946315 5198682 5946315 5198682 5946315 42393 0 5988708 790026 5198682 PUBLICLY TRADED SECURITIES 1830673 1556182 274491 274491 274491 4560 0 4560 0 4560 0 0 9100 0 9100 207 4333 4333 0 0 0 0 0 0 0 0 0 0 0 1 1 CT 1 0 0 0 0 1 N/A ROBERT E PATRICELLI 8606783401 77 HARTFORD ROAD SIMSBURY CT 06076 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 MARGARET S PATRICELLI 77 HARTFORD ROAD SIMSBURY CT 06070 PRESIDENT 6.00 0 0 0 ROBERT E PATRICELLI 77 HARTFORD ROAD SIMSBURY CT 06070 CHAIRMAN 3.00 0 0 0 DONNA COLLINS 2 BASSWOOD COURT ROCKY HILL CT 06067 DIRECTOR 0.50 0 0 0 NONE 0 NONE 0 0 4780262 206965 823524 5810751 0 0 5810751 87161 5723590 286180 286180 4560 4560 281620 0 281620 0 281620 337801 0 337801 281620 0 0 246641 232103 357797 5976904 204325 7017770 337801 0 0 0 281620 56181 0 0 7073951 0 0 0 0 0 0 246641 6827310 232103 357797 5976904 204325 56181 ROBERT E PATRICELLI ROBERT E PATRICELLI 77 HARTFORD ROAD SIMSBURY CT 06076 8605082138 MUST PROVIDE PROOF OF 501(C)(3) PUBLIC CHARITY STATUS. NONE GRANTS ARE LIMITED TO 501(C)(3) PUBLIC CHARITIES. ANIMAL ADOPTION CENTER INC PO BOX 8532 JACKSON WY 83002 PC TO SUPPORT SOCIAL SERVICES 7500 BALLET THEATER COMPANY 20 JEFFERSON AVE 7 WEST HARTFORD CT 06110 PC TO SUPPORT THE ARTS 4750 BUSHNELL 166 CAPITOL AVE HARTFORD CT 06106 PC TO SUPPORT THE ARTS 52500 CT MIRROR 1049 ASYLUM AVENUE HARTFORD CT 06105 PC TO SUPPORT PUBLIC POLICY 35000 CT PUBLIC BROADCASTING 1049 ASYLUM AVE HARTFORD CT 06105 PC TO SUPPORT THE ARTS & PUBLIC POLICY 35000 EFAC 311 11TH ST AMBRIDGE PA 15003 PC TO SUPPORT HIGHER EDUCATION 2200 FLORENCE GRISWOLD MUSEUM 96 LYME ST OLD LYME CT 06371 PC TO SUPPORT THE ARTS 1000 GOUCHER COLLEGE 1021 DULANEY VALLEY ROAD BALTIMORE MD 21204 PC TO SUPPORT HIGHER EDUCATION 500 GRAND'ANSE HEALTH PO BOX 214 BAY HEAD NJ 08742 PC TO SUPPORT HEALTHCARE INITIATIVES 25000 HARTFORD ARTISANS WEAVING CENTER 42 WOODLAND ST HARTFORD CT 06105 PC TO SUPPORT THE ARTS 5000 HARTFORD PUBLIC LIBRARY 500 MAIN ST HARTFORD CT 06103 PC TO SUPPORT COMMUNITY DEVELOPMENT 10750 HARTFORD PUBLIC SCHOOLS 280 TRUMBULL STREET HARTFORD CT 06103 PC TO SUPPORT HIGHER EDUCATION 1000 HARTFORD'S GOT TALENT 349 MAIN STREET EAST HARTFORD CT 06118 PC TO SUPPORT THE ARTS 25850 HSO 166 CAPITOL AVE HARTFORD CT 06106 PC TO SUPPORT THE ARTS 5000 JUNIOR ACHIEVEMENT OF SW NEW ENGLAND 70 FARMINGTON AVE HARTFORD CT 06105 PC TO SUPPORT ELEMENTARY & SECONDARY EDUCATION 3500 LOOMIS CHAFFEE SCHOOL 4 BATCHELDER RD WINDSOR CT 06095 PC TO SUPPORT ELEMENTARY & SECONDARY EDUCATION 2500 MADISON AMBULANCE ASSOCIATION 9 OLD RTE 79 MADISON CT 06443 PC TO SUPPORT HEALTHCARE INITIATIVES 100 MAPS 3141 STEVENS CREEK BLVD 40563 SAN JOSE CA 95117 PC TO SUPPORT ELEMENTARY & SECONDARY EDUCATION 20000 MUSEUM OF MODERN ART 11 WEST 53 STREET NEW YORK NY 10019 PC TO SUPPORT THE ARTS 110 NATIONAL ACADEMY OF MEDICINE 500 FIFTH ST NW WASHINGTON DC 20001 PC TO SUPPORT HEALTHCARE INITIATIVES 250 PLAYHOUSE ON PARK 244 PARK RD WEST HARTFORD CT 06119 PC TO SUPPORT THE ARTS 2000 SIMSBURY VOLUNTEER AMBULANCE 4 OLD MILL LANE SIMSBURY CT 06070 PC TO SUPPORT HEALTHCARE INITIATIVES 100 SIMSBURY VOLUNTEER FIRE DEPARTMENT 871 HOPMEADOW ST SIMSBURY CT 06070 PC TO SUPPORT COMMUNITY DEVELOPMENT 500 THEATERWORKS 233 PEARL ST HARTFORD CT 06103 PC TO SUPPORT THE ARTS 500 TUFTS UNIVERSITY FRIEDMAN SCHOOL OF NUTRITION SCIENCE AND POLICY 150 HARRISON AVE BOSTON MA 02111 PC TO SUPPORT HIGHER EDUCATION 5000 WADSWOTH ANTHENUEM 6000 MAIN STREET HARTFORD CT 06103 PC TO SUPPORT THE ARTS 5000 WHITE HOUSE FELLOWS FOUNDATION 1750 PENNSYLVANIA AVENUE NW NO 300 WASHINGTON DC 20006 PC TO SUPPORT PUBLIC POLICY 1000 WORLD AFFAIRS COUNCIL 1049 ASYLUM AVE HARTFORD CT 06105 PC TO SUPPORT PUBLIC POLICY 4000 YANKEE INSTITUTE FOR PUBLIC POLICY 216 MAIN STREET HARTFORD CT 06106 PC TO SUPPORT PUBLIC POLICY 1000 ADAPTIVE SPORTS NEW ENGLAND INC 89 SOUTH STREET SUITE 603 BOSTON MA 02111 PC TO SUPPORT SOCIAL SERVICES 500 THE AMISTAD CENTER FOR ART AND CULTURE INC 600 MAIN STREET HARTFORD CT 06103 PC TO SUPPORT THE ARTS 1000 BUSHNELL PARK CONSERVANCY INC PO BOX 230778 HARTFORD CT 06123 PC TO SUPPORT COMMUNITY DEVELOPMENT 2500 CINCINNATI NATURE CENTER 4949 TEALTOWN ROAD MILFORD OH 451509752 PC TO SUPPORT THE ENVIRONMENT 500 CONNECTICUT CHILDREN'S MEDICAL CENTER 282 WASHINGTON STREET HARTFORD CT 061063322 PC TO SUPPORT HEALTHCARE INITIATIVES 5000 CONNECTICUT HISTORICAL SOCIETY ONE ELIZABETH STREET HARTFORD CT 06105 PC TO SUPPORT THE ARTS 250 FRIENDS OF SAGUARO NATIONAL PARK 2700 N KINNEY RD TUSCON AZ 85743 PC TO SUPPORT THE ENVIRONMENT 250 FRIENDS OF THE SIMSBURY PUBLIC LIBRARY PO BOX 282 SIMSBURY CT 06070 SO III NFI TO SUPPORT THE ARTS 500 EAST HAVEN PUBLIC LIBRARY INC DBA HAGAMAN MEMORIAL LIBRARY 227 MAIN ST EAST HAVEN CT 06512 PC TO SUPPORT THE ARTS 250 MADISON HOSE CO 1 INC 665 BOSTON POST RD MADISON CT 06443 NC TO SUPPORT COMMUNITY DEVELOPMENT 100 RUTGERS UNIVERSITY FOUNDATION 335 GEORGE STREET NEW BRUNSWICK NJ 08901 PC TO SUPPORT PUBLIC POLICY 15000 SAVE THE REDWOODS LEAGUE 111 SUITER STREET 11TH FLOOR SAN FRANCISCO CA 94104 PC TO SUPPOPRT THE ENVIRONMENT 103 SIMSBURY HISTORICAL SOCIETY INC 800 HOPMEADOW STREET SIMSBURY CT 06070 PC TO SUPPORT THE ARTS 100 THE KESHI FOUNDATION 227 DON GASPAR SANTA FE NM 87501 PC TO SUPPORT THE ARTS 250 TRUSTEES OF TRINITY COLLEGE THE 300 SUMMIT STREET HARTFORD CT 06106 PC TO SUPPORT HIGHER EDUCATION 1000 UNIVERSITY OF HARTFORD 200 BLOOMFIELD AVENUE WEST HARTFORD CT 06117 PC TO SUPPORT HIGHER EDUCATION 2000 VOICES OF HOPE 466 HEMLOCK CIRCLE SE ATLANTA GA 30316 PF TO SUPPPORT SOCIAL SERVICE 2000 WATKINSON SCHOOL 180 BLOOMFIELD AVENUE HARTFORD CT 06105 PC TO SUPPORT ELEMENTARY & SECONDARY EDUCATION 250 FARMINGTON VALLEY ARTS COUNCIL 25 ARTS CENTER LANE AVON CT 06001 PC TO SUPPORT THE ARTS 1250 SIMSBURY CULTURE PARKS AND RECREATION 100 OLD FARMS RD WEST SIMSBURY CT 06092 GOV TO SUPPORT THE ARTS 100 HARTFORD COMMUNITIES THAT CARE 2550 MAIN STREET HARTFORD CT 06120 PC TO SUPPORT COMMUNITY DEVELOPMENT 2500 BOYS AND GIRLS CLUB OF HARTFORD INC 170 SIGOURNEY STREET HARTFORD CT 06105 PC TO SUPPORT ELEMENTARY & SECONDARY EDUCATION 125 FARMINGTON RIVER WATERSHED ASSOCIATION INC 749 HOPMEADOW STREET SIMSBURY CT 06070 PC TO SUPPOPRT THE ENVIRONMENT 250 WOMEN'S HEALTH RESEARCH AT YALE UNIVERSITY SCHOOL OF MEDICINE PO BOX 208239 NEW HAVEN CT 06520 PC TO SUPPORT HEALTHCARE INITIATIVES 250 DOCTORS WITHOUT BORDERS NEW YORK CHAPTER 40 RECTOR ST 16TH FLOOR NEW YORK NY 10006 PC TO SUPPORT HEALTHCARE INITIATIVES 625 JEWISH FEDERATION OF GREATER HARTFORD 333 BLOOMFIELD AVENUE WEST HARTFORD CT 06117 PC TO SUPPORT SOCIAL SERVICES 25000 SAN JOSE PUBLIC LIBRARY PO BOX 611540 SAN JOSE CA 95161 PC TO SUPPORT COMMUNITY DEVELOPMENT 150 NARRATIO 125 CONCORD PLACE SYRACUSE NY 13210 PC TO SUPPORT SOCIAL SERVICES 20000 DANA FARBER CANCER INSTITUTE 450 BROOKLINE AVENUE BP418 BOSTON MA 02215 PC TO SUPPORT SOCIAL SERVICES 300 VOICES OF HOPE 466 HEMLOCK CIRCLE SE ATLANTA GA 30316 PF CORRECTION MADE BY FOUNDATION MANAGER -2000 FRIENDS OF THE SIMSBURY PUBLIC LIBRARY PO BOX 282 SIMSBURY CT 06070 SO III NFI CORRECTION MADE BY FOUNDATION MANAGER -500 MADISON HOSE CO 1 INC 665 BOSTON POST RD MADISON CT 06443 NC CORRECTION MADE BY FOUNDATION MANAGER -100 336113 0 14 11 14 85217 18 274491 0 359719 0 359719 1 0 0 0 0 0 0 0 0 1a(1) 100 MADISON HOSE CO 1 INC GRANT 0 X X 1 ROBERT PATRICELLI 77 HARTFORD ROAD SIMSBURY CT 06076 97400 X ACCOUNTING FEES 16517 5000 0 DOUBLELINE TOTAL RETURN BOND 1 210672 191066 GUGGENHEIM LIMITED DURAT 165515 164046 GUGGENHEIM TOTAL RETURN BOND INSTL 206315 192940 SPDR S&P 500 GROWTH ETF 306768 402413 VANGUARD LONG TERM ETF 139266 130876 VANGUARD SHORT TERM ETF 77122 77765 VANGUARD TOTAL STOCK MARKET ETF 1526172 2345260 VANGUARD VALUE ETF 431240 500158 VANGUARD INFORMATION 762948 1034979 VANGUARD INTRMDIAT TRM 307423 313452 PRIVATE CREDIT III OFFSHORE, LP AT COST 167983 245343 PRIVATE CREDIT IV OFFSHORE, LP AT COST 190279 222880 PRIVATE EQUITY VI OFFSHORE, LP AT COST 112343 240748 PRIVATE EQUITY VII OFFSHORE, LP AT COST 100232 114553 REDEMPTION RECEIVABLE 932387 0 0 PRIOR PERIOD ADJUSTMENT 790026 INSURANCE 1688 0 1688 CONSULTING 30000 0 0 INVESTMENT MANAGEMENT FEES 26681 26681 0 TAXES 3727 0 0