2024-08-19T07:20:11-05:00 2023-12-31 060903326 WHITTLESEY PC 280 TRUMBULL ST 24TH FL HARTFORD CT 06103 990PF 2023-01-01 020600478 THE MILFORD BANK FOUNDATION INC MILF 2037835703 33 BROAD STREET MILFORD CT 06460 MICHAEL CAPODANNO TREASURER 2037835703 2024-08-06 1 1 LAWRENCE CARBONI P02535289 8605223111 2023 2024-08-08 14:25:15Z X 476347 X 50000 302 302 4080 4080 -3041 59937 0 51341 4382 0 0 0 0 0 24 0 0 0 662 0 0 0 686 0 0 0 47250 47250 47936 0 0 47250 3405 4382 0 444798 476347 476347 444798 476347 476347 0 0 X 444798 476347 444798 476347 444798 476347 444798 3405 28144 476347 0 476347 SPDR SER TR SPDR BLO P 2022-05-05 2023-04-04 4666 4663 3 3 SPDR SER TR SPDR BLO P 2022-05-09 2023-04-04 18479 18472 7 7 HORIZON ACTIVE INCOME INVESTOR CLASS P 2022-03-15 2023-04-04 36792 39843 -3051 -3051 -3041 10 61 0 61 0 61 0 0 0 0 0 0 61 0 0 0 0 0 0 0 0 0 0 0 1 CT 1 0 1 0 0 1 WWW.MILFORDBANK.COM THE MILFORD BANK INC 2037835703 33 BROAD STREET MILFORD CT 06460 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SUSAN L SHIELDS 33 BROAD STREET MILFORD CT 06460 PRESIDENT & CHAIR 0.00 0 0 0 DAVID B RUBIN 33 BROAD STREET MILFORD CT 06460 BOARD VICE CHAIR 0.00 0 0 0 MICHAEL A CAPODANNO 33 BROAD STREET MILFORD CT 06460 TREASURER 0.00 0 0 0 ANNE MARIE LENART 33 BROAD STREET MILFORD CT 06460 SECRETARY 0.00 0 0 0 JOHN A HARKINS 33 BROAD STREET MILFORD CT 06460 BOARD MEMBER 0.00 0 0 0 JOY TOPAZIAN MOORE 33 BROAD STREET MILFORD CT 06460 BOARD MEMBER 0.00 0 0 0 KEVIN C MCGRATH 33 BROAD STREET MILFORD CT 06460 BOARD MEMBER 0.00 0 0 0 PETER A OLSEN 33 BROAD STREET MILFORD CT 06460 BOARD MEMBER 0.00 0 0 0 CAROL A MCINNIS 33 BROAD STREET MILFORD CT 06460 BOARD MEMBER 0.00 0 0 0 DAVID ESPOSITO 33 BROAD STREET MILFORD CT 06460 BOARD MEMBER 0.00 0 0 0 BEVERLY K STREIT-KEFALAS 33 BROAD STREET MILFORD CT 06460 BOARD MEMBER 0.00 0 0 0 MICHAEL J PAOLINI 33 BROAD STREET MILFORD CT 06460 BOARD MEMBER 0.00 0 0 0 GARY L OPIN 33 BROAD STREET MILFORD CT 06460 BOARD MEMBER 0.00 0 0 0 NONE 0 NONE 0 0 0 380660 0 380660 0 0 380660 5710 374950 18748 18748 61 61 18687 0 18687 0 18687 47250 0 47250 18687 0 0 1431 1276 52 735 84812 88306 47250 0 0 0 18687 28563 0 0 116869 0 0 0 0 0 0 1431 115438 1276 52 735 84812 28563 X BOYS & GIRLS CLUB OF MILFORD PO BOX 2294 MILFORD CT 06460 501(C)(3) UNRESTRICTED 2000 BRIDGES HEALTHCARE INC 941-949 BRIDGEPORT AVE MILFORD CT 06460 501(C)(3) UNRESTRICTED 1000 FREELOVE BALDWIN STOW CHAPTER DAR 55 PROSPECT ST MILFORD CT 06460 501(C)(3) UNRESTRICTED 500 EMERGE INC PO BOX 1190 STRATFORD CT 06460 501(C)(3) UNRESTRICTED 2000 FRIENDS OF THE MILFORD LIBRARY 57 NEW HAVEN AVE MILFORD CT 06460 501(C)(3) UNRESTRICTED 500 GIVING TABLE THE FORAN HS 80 FORAN RD MILFORD CT 06460 501(C)(3) UNRESTRICTED 500 JUNIOR MAJOR LEAGUE INC PO BOX 3102 MILFORD CT 06460 501(C)(3) UNRESTRICTED 250 LITERACY VOLUNTEERS OF SOUTHERN CT 16 DIXON ST MILFORD CT 06460 501(C)(3) UNRESTRICTED 950 MILFORD HISTORICAL SOCIETY 34 HIGH ST MILFORD CT 06460 501(C)(3) UNRESTRICTED 300 MILFORD NATIONAL LOU GEHRIG LL PO BOX 3308 MILFORD CT 06460 501(C)(3) UNRESTRICTED 1000 PANTOCHINO PRODUCTIONS PO BOX 494 WEST HAVEN CT 06516 501(C)(3) UNRESTRICTED 1000 PERRY HOUSE FOUNDATION 1128 WEST BROAD ST STRATFORD CT 06615 501(C)(3) UNRESTRICTED 500 PLATT TECH HS 600 ORANGE AVE MILFORD CT 06460 501(C)(3) UNRESTRICTED 1000 PURPLE PANTRY BOXES 43 VILLAGE RD MILFORD CT 06460 501(C)(3) UNRESTRICTED 1000 RAPE CRISIS CENTER 70W RIVER ST MILFORD CT 06460 501(C)(3) UNRESTRICTED 1000 ROOM 17 MATH 141 CINNAMON RD MILFORD CT 06461 501(C)(3) UNRESTRICTED 500 STERLING HOUSE COMMUNITY CENTER 2283 MAIN ST STRATFORD CT 06615 501(C)(3) UNRESTRICTED 2000 STRATFORD EDUCATION FOUNDATION 210 PUMPKIN GROUND RD STRATFORD CT 06614 501(C)(3) UNRESTRICTED 1000 STRATFORD HISTORICAL SOCIETY 967 ACADEMY HILL STRATFORD CT 06615 501(C)(3) UNRESTRICTED 250 STRATFORD PAL 900 LONGBROOK AVE STRATFORD CT 06614 501(C)(3) UNRESTRICTED 2000 TEAM INC 30 ELIZABETH ST DERBY CT 06418 501(C)(3) UNRESTRICTED 1000 UNITED WAY OF MILFORD 20 EVERGREEN AVE MILFORD CT 06460 501(C)(3) UNRESTRICTED 2000 THE STOREHOUSE PROJECT 349 WHEELERS FARMS ROAD MILFORD CT 06461 501(C)(3) TO FUND THE PURCHASE OF NEW FACILITY AND EQUIPMENT AND SUPPORT ONGOING OPERATING EXPENSES 25000 47250 0 14 302 14 4080 18 -3041 0 1341 0 1341 0 0 0 0 0 0 0 0 0 0 X X 1 THE MILFORD BANK 33 BROAD STREET MILFORD CT 06460 50000 X PERSHING FEES 662 0 0 0 UNREALIZED (LOSS)/GAIN 28144 THE MILFORD BANK 33 BROAD STREET MILFORD CT 06460 TAXES PAID FOR EXCISE TAX 2022 24 0 0 0