2023-07-20T10:07:12-05:00 2022-12-31 410746749 CLIFTONLARSONALLEN LLP 2 ENTERPRISE DRIVE SHELTON CT 06484 990PF 2022-01-01 256603101 THE BAXTER FOUNDATION BAXT 2032461338 PO BOX 5149 WESTPORT CT 068815149 VIRGINIA BAXTER TRUSTEE 2032461338 2023-07-17 1 VIRGINIA BAXTER XXX-XX-XXXX 1 CHRISTINE GONZALEZ P00361493 2039442100 2023-07-17 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 653704 X X 564 564 11122 11122 0 11686 11686 0 0 0 3675 2205 1470 1421 121 0 294 0 294 5390 2326 1764 34927 34927 40317 2326 36691 -28631 9360 161467 132836 132836 75688 75688 253171 202914 202914 267697 440069 411438 653704 0 0 X 0 0 0 0 440069 411438 440069 411438 440069 411438 440069 -28631 0 411438 0 411438 130 0 130 0 130 26 0 250 0 276 0 146 146 0 0 0 0 0 0 0 0 0 0 0 1 1 CT 1 0 0 0 0 1 N/A THE FOUNDATION 2032461338 PO BOX 5149 WESTPORT CT 068815149 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 THOMAS G BAXTER PO BOX 5149 WESTPORT CT 068815149 TRUSTEE 3.00 0 0 0 VIRGINIA T BAXTER PO BOX 5149 WESTPORT CT 068815149 TRUSTEE 3.00 0 0 0 NONE 0 NONE 0 0 560765 153409 0 714174 0 0 714174 10713 703461 35173 35173 130 130 35043 0 35043 0 35043 36691 0 36691 35043 34182 0 0 36691 34182 0 0 2509 0 0 0 0 0 0 0 0 32534 0 0 0 THOMAS G BAXTER VIRGINIA T BAXTER X GUADALUPE SOCIAL SERVICESCATHOLIC CHARITIES 211 S 9TH STREET IMMOKALEE FL 34142 NONE PC TO SUPPORT ORGANIZATION'S MISSION 100 NAPLES ART DISTRICT INC PO BOX 111455 NAPLES FL 34108 NONE PC TO SUPPORT ORGANIZATION'S MISSION 2500 KIWANIS CLUB OF WILTON PO BOX 204 WILTON CT 06897 NONE PC TO SUPPORT ORGANIZATION'S MISSION 25 EMPTY BOWLS OF NAPLES 2221 CORPORATION BLVD NAPLES FL 34109 NONE PC TO SUPPORT ORGANIZATION'S MISSION 10000 CARING FIELDS FELINES 6807 SW WEDELIA TERRACE PALM CITY FL 34990 NONE PC TO SUPPORT ORGANIZATION'S MISSION 100 FRIENDS OF FOSTER CHILDREN FOREVER 3050 HORSESHOE DRIVE NORTH UNIT 260 NAPLES FL 34104 NONE PC TO SUPPORT ORGANIZATION'S MISSION 100 NAPLES THERAPEUTIC UTIC RIDING CENTER 206 RIDGE DRIVE NAPLES FL 34108 NONE PC TO SUPPORT ORGANIZATION'S MISSION 100 THE BC MATTHEW RYAN MEMORIAL SCHOLARSHIP FUND PO BOX 1096 MASSAPEQUA NY 11758 NONE PC TO SUPPORT ORGANIZATION'S MISSION 1000 ST JUDE'S HOSPITAL 501 DANNY THOMAS PL MEMPHIS TN 38105 NONE PC TO SUPPORT ORGANIZATION'S MISSION 500 PAN MASS CHALLENGE DANA-FARBER CANCER 77 4TH AVE NEEDHAM MA 02494 NONE PC TO SUPPORT ORGANIZATION'S MISSION 1026 ST LEO THE GREAT CATHOLIC CHURCH 28290 BEAUMONT ROAD BONITA SPRINGS FL 34134 NONE PC TO SUPPORT ORGANIZATION'S MISSION 2500 DELBARTON SCHOOL 230 MENDHAM ROAD MORRISTOWN NJ 07960 NONE PC TO SUPPORT ORGANIZATION'S MISSION 2500 COLLIER COMES TOGETHER HURRICANE IAN 1110 PINE RIDGE ROAD SUITE 200 NAPLES FL 34108 NONE PC TO SUPPORT ORGANIZATION'S MISSION 1000 DAN WOOG WESTPORT BLOG - 06880 PO BOX 744 WESTPORT CT 06881 NONE PC TO SUPPORT ORGANIZATION'S MISSION 100 ST VINCENT DE PAUL SOCIETY 66 PROGRESS PKWY MARYLAND HEIGHTS MO 63043 NONE PC TO SUPPORT ORGANIZATION'S MISSION 5000 SAMARITANS PURSE US DISASTER RELIEFHURRICANE IAN PO BOX 3000 BOONE NC 28607 NONE PC TO SUPPORT ORGANIZATION'S MISSION 1000 BIG DOG RANCH RESCUE HURRICANE DISASTER RELIEF 14444 OKEECHOBEE RD LOXAHATCHEE GROVES FL 33470 NONE PC TO SUPPORT ORGANIZATION'S MISSION 1100 CHARITY PROS 12995 S CLEVELAND AVE 176 FORT MYERS FL 33907 NONE PC TO SUPPORT ORGANIZATION'S MISSION 1263 FOLDS OF HONOR 5800 N PATRIOT DRIVE OWASSO OK 74055 NONE PC TO SUPPORT ORGANIZATION'S MISSION 1545 WORLD VISION WORLD VISION FEDERAL WAY WA 98063 NONE PC TO SUPPORT ORGANIZATION'S MISSION 468 CHURCH OF THE ASSUMPTION 98 RIVERSIDE AVENUE WESTPORT CT 06880 NONE TO FUND THE RECIPIENTS OPERATING BUDGET 3000 34927 0 14 564 14 11122 0 11686 0 11686 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 3675 2205 1470 400 BRISTOL MYERS SQUIBB 9071 28780 500 CISCO SYS INC 7739 23820 342 LAS VEGAS SANDS CORPORATION 14643 16440 500 MICROSOFT CORP 13411 119910 475 ORACLE CORP 6728 38827 250 VERIZON COMMUNICATIONS 8656 9850 200 MEDTRONIC PLC 15440 15544 1200 ISHARES S&P 500 GRWTH INDEX AT COST 21216 70200 438 ISHARES S&P 500 VALUE INDEX AT COST 34606 63541 670 VANGUARD INTL EQUITY INDEX FUND (EMERGING) AT COST 29621 26117 725 VANGUARD INTL EQUITY INDEX FUND AT COST 47722 40194 550 ISHARES CORE U.S. AGGREGATE BOND AT COST 55477 53345 87 ISHARES BARCLAY 1 - 3 YR TSY BD AT COST 7148 7238 68 ISHARES TIPS BOND ETF AT COST 7124 7062 OFFICE EXPENSE 276 0 276 INVESTMENT FEES 18 0 18 EXCISE TAX 1300 0 0 FOREIGN TAX 121 121 0