2024-10-14T10:01:39-05:00 2024-05-31 060312590 Cummings & Lockwood LLC 75 Isham 400 W Hartford CT 06107 990PF 2023-06-01 463221995 Tiffany-Thompson Foundation TIFF 8603134930 Cummings Lockwood75 Isham Rd 40 West Hartford CT 06107 Joseph Sparveri Trustee 8603134930 2024-10-14 1 0 Alison A Sankner P01608435 8603134900 2023 2024-10-15 13:58:12Z X 4256338 X 1178485 3648 3648 92313 92313 152117 3543369 152117 1426563 248078 23790 23790 0 6618 6618 0 2500 2500 0 1712 0 0 24817 24817 0 59437 57725 0 172500 172500 231937 57725 172500 1194626 190353 56008 100180 100180 1279232 3847334 4156158 1335240 3947514 4256338 0 0 X 0 1417648 0 0 1335240 2529866 1335240 3947514 1335240 3947514 1335240 1194626 1417648 3947514 0 3947514 Sales through UBS - ST P 526866 531019 -4153 -4153 Sales through UBS - LT P 3007792 2860233 147559 147559 Capital Gains Dividends P 8711 8711 8711 152117 2646 0 2646 0 2646 1552 0 0 0 1552 0 1094 0 0 0 0 0 0 0 0 0 0 1 1 CT 1 0 1 0 0 1 N/A Paul L Bourdeau Esquire 8603134930 75 Isham Road Suite 400 West Hartford CT 06107 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Joseph W Sparveri Jr 294 Giants Neck Road Niantic CT 06357 Trustee 5.00 23790 0 0 Stephen T Thompson PO Box 281 Blue Hill ME 04614 Trustee 0.25 0 0 0 Tara Thompson PO Box 310 Colebrook CT 06021 Trustee 0.25 0 0 0 NONE 0 NONE 0 0 3759688 81649 0 3841337 0 0 3841337 57620 3783717 189186 189186 2646 2646 186540 0 186540 0 186540 172500 0 172500 186540 0 0 11054 11054 172500 0 0 0 172500 0 11054 11054 0 0 0 0 0 2986 0 0 0 X Auxiliary for Community Health PO Box 146 Winsted CT 06098 None Public Current Use for General Charitable Purposes 3500 Beardsley & Memorial Library 40 Munro Pl Winsted CT 06098 None Public Current Use for General Charitable Purposes 9000 Colebrook Associates Inc PO Box 118 Colebrook CT 06021 None Public Current Use for General Charitable Purposes 3000 Colebrook Center Fire Department PO Box 82 Colebrook CT 06021 None Public Current Use for General Charitable Purposes 8500 Colebrook Historical Society Incorporated PO Box 85 Colebrook CT 06021 None Public Current Use for General Charitable Purposes 2500 Colebrook Land Conservancy Inc PO Box 426 Norfolk CT 06058 None Public Current Use for General Charitable Purposes 3000 Foothills Visiting Nurses & Home Care Inc 32 Union St Winsted CT 06098 None Public Current Use for General Charitable Purposes 4000 Forge Volunteer Fire Company (Colebrook Volunteer Fire Department Inc) 300 Colebrook River Road Colebrook CT 06021 None Public Current Use for General Charitable Purposes 8500 Fresh Start Pallet Products 20-28 Sargeant St Hartford CT 06105 None Public Current Use for General Charitable Purposes 2500 Friends of Main Street Winsted Winchester Inc PO Box 18 Winsted CT 06098 None Public Current Use for General Charitable Purposes 5000 Greenwoods Counseling Referrals Inc 25 South St PO Box 1549 Litchfield CT 06759 None Public Current Use for General Charitable Purposes 15000 Greenwoods Scholarship Foundation Inc PO Box 834 Winsted CT 06098 None Public Current Use for General Charitable Purposes 16000 Habitat for Humanity of NW Connecticut PO Box 1 Salisbury CT 06068 None Public Current Use for General Charitable Purposes 2500 North Canaan Volunteer Ambulance Corp PO Box 178 Canaan CT 06018 None Public Current Use for General Charitable Purposes 2500 Oliver Wolcott Alumni Association 397 Clearview Ave Torrington CT 06790 None Public Current Use for General Charitable Purposes 8000 Open Door Inc PO Box 57 Winsted CT 06098 None Public Current Use for General Charitable Purposes 5000 Salisbury Visiting Nurse Association Inc 30a Salmon Kill Rd Salisbury CT 06068 None Public Current Use for General Charitable Purposes 2000 The Salvation Army 1424 NE Expressway Brookhaven GA 30329 None Public Current Use for General Charitable Purposes 5000 Town of Colebrook (Colebrook Senior & Community Center) PO Box 5 562 Colebrook Road Colebrook CT 06021 None Public Current Use for General Charitable Purposes 4000 Winchester - Town of (Winchester Police Department) 338 Main Street Winsted CT 06098 None Public Current Use for General Charitable Purposes 30000 Winsted Area Child Care Center Inc 185 Prospect Street Winsted CT 06098 None Public Current Use for General Charitable Purposes 9000 Winsted Area Volunteer Ambulance Association Inc PO Box 56 Winsted CT 06098 None Public Current Use for General Charitable Purposes 4000 Winsted Fire Department 27 Elm Street PO Box 443 Winsted CT 06098 None Public Current Use for General Charitable Purposes 7000 Winsted Health Center Foundation Inc PO Box 888 Winsted CT 06098 None Public Current Use for General Charitable Purposes 6000 Winsted Playground Association 10 White Street Winsted CT 06098 None Public Current Use for General Charitable Purposes 7000 172500 0 14 3648 14 92313 18 152117 0 248078 0 248078 0 0 0 0 0 0 0 0 0 0 X X 1 Estate of Elizabeth T Thompson c/o Executors 75 Isham Road STe 400 West Hartford CT 06107 623278 X 2 Estate of Elizabeth T Thompson c/o Executors 75 Isham Road STe 400 West Hartford CT 06107 89944 X 3 Estate of Elizabeth T Thompson c/o Executors 75 Isham Road STe 400 West Hartford CT 06107 213570 X 4 Estate of Elizabeth T Thompson c/o Executors 75 Isham Road STe 400 WEst Hartford CT 06107 87912 X 5 Estate of Elizabeth T Thompson c/o Executors 75 Isham Road STe 400 West Hartford CT 06107 163781 X 1 Stocks 623278 2023-06-13 2 Bonds 89944 2023-06-13 3 Mutual Funds 213570 2023-06-13 4 Mutual Funds 87912 2023-07-14 5 Mutual Funds, per attached list 163781 2024-04-24 Accounting fee 2500 2500 0 UBS Acct HA19545 lr - Stocks 2517351 2809437 UBS Acct HA19545 lr - Mutual funds 1293612 1303661 UBS Acct HA19545 lr - ETF 36371 43060 Cummings & Lockwood LLC - Legal Fees 6618 6618 0 UBS Strategic Advisor - Fees 24637 24637 0 Administrative 180 180 0 Adjustment to balance 1417648 Estate of Elizabeth Thompson c/o 75 Isham Road West Hartford CT 06107 United States Treasury - estimated tax fye 5/31/24 1552 0 0 United States Treasury - tax due fye 5/31/23 160 0 0