2023-11-08T13:30:52-05:00 2023-06-30 060666222 CHARLES HEAVEN & CO CPA'S 207 BANK ST WATERBURY CT 06702 990PF 2022-07-01 237168186 CHASE COLLEGIATE SCHOOL FOUNDATION CHAS 8608490949 50 LEAVENWORTH ST WATERBURY CT 06702 LOUISE KNIES SECRETARY/ TREASURER 2023-11-08 LOUISE KNIES 999009999 false ROBERT E SWEENEY JR P01215711 2037534101 2023-11-08 X 2022 2023-04-26 12:10:37Z X 10096223 X 141861 47 47 179667 179667 1027879 4878259 1027879 1349454 1207593 49840 40031 46000 25000 16538 5366 157775 25000 0 3231962 3231962 3389737 25000 3231962 -2040283 1182593 51523 95134 95134 352413 702347 702347 225000 11783450 9298742 9298742 12412386 10096223 10096223 55910 46284 55910 46284 X 3534284 2973356 8822192 7076583 12356476 10049939 12412386 10096223 12356476 -2040283 10316193 266254 10049939 CHARLES SCHWAB P 1346805 1196867 149938 149938 CHARLES SCHWAB P 3510664 2653513 857151 857151 1027879 857151 16438 16438 16438 13000 13000 X 106 3544 false false false false false false false true true true false false false false true N/A STEFANI DICLEMENTE 8608490949 50 LEAVENWORTH ST WATERBURY CT 06702 false false false false false false false false false false false false false false false false false false false false LOUISE KNIES 29 FIDDLEHEAD ROAD OXFORD CT 06478 SECRETARY/ T 000.00 0 0 0 ORIS DUNHAM 58 CASCADE KEY BELLEVUE WA 980061030 TRUSTEE 000.00 0 0 0 JUDY ROWLEY 257 POMPERAUG WOODS SOUTHBURY CT 06488 TRUSTEE 000.00 0 0 0 MAGGIE SMITH 155-A ALAIN WHITE ROAD MORRIS CT 06763 TRUSTEE 000.00 0 0 0 CHRIS BROOKS 116 GUERNSEYTOWN ROAD WATERTOWN CT 06795 TRUSTEE 000.00 0 0 0 NONE NONE N/A 10182372 858526 0 11040898 11040898 165613 10875285 543764 543764 16438 16438 527326 527326 527326 3231962 3231962 527326 669273 3231962 669273 527326 2035363 2035363 0 2035363 2035363 X CANTERBURY SCHOOL CANTERBURY SCHOOL 101 ASPETUCK 101 ASPETUCK NEW MILFORD CT 06776 FUNDING SCHOLARSHIPS 265189 THE TAFT SCHOOL THE TAFT SCHOOL 110 WOODBURY ROAD 110 WOODBURY ROAD WATERTOWN CT 06795 ENDOWMENT FOR SCHOLARSHIPS 267455 CONNECTICUT COMMUNITY FOUNDATION I CONNECTICUT COMMUNITY FOUNDATION I 43 FIELD STREET 43 FIELD STREET WATERBURY CT 06702 ENDOWMENT F/B/O CHILDRENS COMM. SCH 1209821 WATERBURY POLICE ACTIVITY LEAGUE WATERBURY POLICE ACTIVITY LEAGUE 64 DIVISIUON STREET 64 DIVISIUON STREET WATERBURY CT 06705 ENDOWMENT FOR SCHOLARSHIPS 114700 FOOTE SCHOOL FOOTE SCHOOL 50 LOOMIS PLACE 50 LOOMIS PLACE NEW HAVEN CT 06511 ENDOWMENT FOR HORIZONS PROGRAM 55831 THE WILLIAMS SCHOOL THE WILLIAMS SCHOOL 182 MOHEGAN AVENUE 182 MOHEGAN AVENUE NEW LONDON CT 06320 ENDOWMENT FOR PROFESSIONAL DEVELOP 173986 WOOSTER SCHOOL WOOSTER SCHOOL 91 MIRY BROOK ROAD 91 MIRY BROOK ROAD DANBURY CT 06810 ENDOWMENT FOR SCHOLARSHIPS 74883 CHILDRENS COMMUNITY SCHOOL CHILDRENS COMMUNITY SCHOOL 31 WOLCOTT STREET 31 WOLCOTT STREET WATERBURY CT 06702 ENDOWMENT FOR SCHOLARSHIPS 313865 BOYS AND GIRLS CLUB OF WATERBURY BOYS AND GIRLS CLUB OF WATERBURY 1037 EAST MAIN STREET 1037 EAST MAIN STREET WATERBURY CT 06705 ENDOWMENT FOR SCHOLARSHIPS 31921 BERKSHIRE SCHOOL BERKSHIRE SCHOOL 245 N UNDERMOUNTAIN ROAD 245 N UNDERMOUNTAIN ROAD SHEFFIELD MA 01257 SUPPORT "SHAWN'S PLACE" 17037 ST JOHN'S SCHOOL ST JOHN'S SCHOOL 760 MAIN STREET 760 MAIN STREET WATERTOWN CT 06795 ENDOWMENT FOR SCHOLARSHIPS 63895 ST MARY MAGDALEN ST MARY MAGDALEN 140 BUCKINGHAM STREET 140 BUCKINGHAM STREET OAKVILLE CT 06779 ENDOWMENT FOR SCHOLARSHIPS 63895 WOODWARD FOUNDATION WOODWARD FOUNDATION DAVID KESNER ESQ 265 CHU DAVID KESNER ESQ 265 CHU NEW HAVEN CT 06510 GENERAL PURPOSES 560720 INDEPENDENT DAY SCHOOL INDEPENDENT DAY SCHOOL 115 LAUREL BROOK ROAD 115 LAUREL BROOK ROAD MIDDLEFIELD CT 06455 ENDOWMENT FOR SCHOLARSHIPS 18764 3231962 14 47 14 179667 14 869726 158153 LEGAL SETTLEMENT MISCELLANEOUS 1049440 158153 1207593 false false false false false false false false false false X X 1 ESTATE OF HENRY N GIGUERE JAVERBAUM JW WURGAFT 505 MORRIS AVENUE SPRINGFIELD NJ 07081 141861 X ACCOUNTING SERVICE 40031 CHARLES SCHWAB MUTUAL FUNDS FMV 8618704 8618704 IRONWOOD FMV 680038 680038 LEGAL FEES 49840 UNREALIZED GAIN (LOSS) ON INVESTMENTS 266254 EXPENSES INSURANCE 4960 OFFICE EXPENSES 406 INVESTMENT FEES 25000 25000 AUDIT FEES 21000 FEDERAL EXCISE TAX 16538