2025-05-13T08:28:10-05:00 2024-12-31 060312590 CUMMINGS & LOCKWOOD LLC 75 ISHAM 400 W HARTFORD CT 06107 990PF 2024-01-01 262341663 CORNELIA AND MICHAEL BESSIE FOUNDATION CORN 8609616042 CO 75 ISHAM ROAD 400 WEST HARTFORD CT 06107 T DAVIDSON C WILSON ROEPER TRUSTEES 8609616042 2025-05-13 1 0 ALISON A SANKNER P01608435 8603134900 2024 2025-03-06 01:10:19Z X 3404218 X X 60074 60074 52322 52322 95276 240323 95276 207672 207672 32992 32992 0 5929 5929 0 15152 15152 0 1219 0 0 170 170 0 55462 54243 0 134000 134000 189462 54243 134000 18210 153429 102418 39054 39054 1032120 1435392 1255715 2211887 1877886 2109449 3346425 3352332 3404218 0 0 X 0 0 -37196 -49499 3383621 3401831 3346425 3352332 3346425 3352332 3346425 18210 0 3364635 12303 3352332 THRU JANNEY ACCT #7161-8643 - PER 1099 P 55480 50284 5196 5196 THRU JANNEY ACCT #7161-8643 - PER 1099 P 96329 94763 1566 1566 CAPITAL GAINS DIVIDENDS P 88514 88514 88514 95276 2133 0 2133 0 2133 1244 0 0 0 1244 0 889 0 0 0 0 0 0 0 0 0 0 1 1 CT 1 0 0 0 0 1 N/A PAUL L BOURDEAU ESQ 8603134930 75 ISHAM ROAD STE 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 THERESE DAVIDSON 126 TOWN WOOD ROAD OLD LYME CT 06371 TRUSTEE 10.00 16496 0 0 CHASE WILSON ROEPER 75 HOLT ROAD LYNDEBOROUGH NH 03082 TRUSTEE 10.00 16496 0 0 NED MANUEL C/O 75 ISHAM RD WEST HARTFORD CT 06107 TRUSTEE 10.00 0 0 0 NONE 0 NONE 0 0 3341488 25997 0 3367485 0 0 3367485 50512 3316973 165849 165849 2133 2133 163716 0 163716 0 163716 134000 0 134000 163716 0 0 48217 74908 792 123917 134000 0 0 0 134000 0 29716 29716 94201 0 0 0 0 0 0 18501 75700 74908 792 X CLASSICAL UPRISING PO BOX 7259 PORTLAND ME 04112 NONE PUBLIC CURRENT USE FOR CHARITABLE PURPOSES 1000 FLYING GRAVITY CIRCUS PO BOX 1207 WILTON NH 03086 NONE PUBLIC CURRENT USE FOR CHARITABLE PURPOSES 20000 GRAND MONADNOCK YOUTH CHOIRS PO BOX 54 PETERBOROUGH NH 03458 NONE PUBLIC CURRENT USE FOR CHARITABLE PURPOSES 10000 HARRIS CENTER FOR CONSERVATION EDUCATION INC 83 KINGS HIGHWAY HANCOCK NH 03449 NONE PUBLIC CURRENT USE FOR CHARITABLE PURPOSES 10000 LITERACY VOLUNTEERS OF THE TRI-COMMUNITY INC 236 MAIN STREET SOUTHBRIDGE MA 01550 NONE PUBLIC CURRENT USE FOR CHARITABLE PURPOSES 7000 MUSIC ON NORWAY POND PO BOX 341 HANCOCK NH 03449 NONE PUBLIC CURRENT USE FOR CHARITABLE PURPOSES 7000 NUDAY PO BOX 4521 WINDHAM NH 03087 NONE PUBLIC CURRENT USE FOR CHARITABLE PURPOSES 10000 PALISTINE CHILDREN'S RELIEF FUND 360 E 2ND ST STE 710 BURBANK CA 90086 NONE PUBLIC CURRENT USE FOR CHARITABLE PURPOSES 10000 PETERBOROUGH FOOD PANTRY (PETERBOROUGH AREA COMMUNITY AID) PO BOX 116 PETERBOROUGH NH 03458 NONE PUBLIC CURRENT USE FOR CHARITABLE PURPOSES 15000 PETERBOROUGH UNITARIAN UNIVERSALIST CONGREGATION (MUUSIC 4 UU) 25 MAIN STREET PETERBOROUGH NH 03458 NONE PUBLIC CURRENT USE FOR CHARITABLE PURPOSES 4000 TEN DIRECTIONS INC (GUEST HOUSE RETREAT & CO) 318 WEST MAIN STREET CHESTER CT 06412 NONE PUBLIC CURRENT USE FOR CHARITABLE PURPOSES 10000 THE FRONT DOOR AGENCY 7 CONCORD STREET NASHUA NH 03064 NONE PUBLIC CURRENT USE FOR CHARITABLE PURPOSES 10000 UNRWA USA (UNITED NATIONS) PO BOX 18697 WASHINGTON DC 20036 NONE PUBLIC CURRENT USE FOR CHARITABLE PURPOSES 10000 WORLD FOOD PROGRAM USA 1750 H ST NW WASHINGTON DC 20006 NONE PUBLIC CURRENT USE FOR CHARITABLE PURPOSES 10000 134000 0 14 60074 14 52322 18 95276 0 207672 0 207672 0 0 0 0 0 0 0 0 0 0 CUMMINGS & LOCKWOOD LLC 5929 5929 0 THRU JANNEY #7161-8643 - STOCK 1877886 2109449 0 0 1435392 1255715 ADJUSTMENT TO BALANCE 12303 BOOKKEEPING FEES 170 170 0 JANNEY - ADVISORY FEE 15152 15152 0 ESTIMATED TAX PAID - 2024 1219 0 0