2022-05-12T07:55:07-05:00 2021-12-31 061355927 GREGORY AND ADAMS PC 190 OLD RIDGEFIELD ROAD WILTON CT 06897 990PF 2021-01-01 201277158 THE SEIFERT FAMILY FOUNDATION SEIF 2037629000 190 OLD RIDGEFIELD RD WILTON CT 06897 LINDA D SEIFERT CHAIR 2037629000 2022-05-12 1 LINDA SEIFERT 999009999 ROGER VALKENBURGH P00441709 2037629000 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X 990123 X X 6855 6855 140467 297996 140467 147322 147322 0 0 0 5675 0 0 49 0 0 5724 0 0 107000 107000 112724 0 107000 34598 147322 8879 2677 2677 470755 511555 987446 479634 514232 990123 0 0 X 479634 514232 479634 514232 479634 514232 479634 34598 0 514232 0 514232 10 SHS. EQUIEX, INC. P 2020-05-28 2021-01-02 6693 6827 -134 -134 5 SHS. ANSYS, INC. P 2009-07-13 2021-01-13 1868 147 1721 1721 30 SHS. CROWN CASTLE INTERNATIONAL CORP. P 2016-03-10 2021-01-13 4574 2555 2019 2019 5 SHS. PAYPAL HOLDINGS P 2015-07-30 2021-01-13 1215 194 1021 1021 20 SHS. NEXTERA ENERGY, INC. P 2018-08-30 2021-02-03 1657 857 800 800 15 SHS. PROLOGIS, INC. P 2016-06-30 2021-02-03 1566 726 840 840 5 SHS. PAYPAL HOLDINGS P 2015-07-30 2021-02-03 1239 194 1045 1045 15 SHS. SOLAREDGE TECHNOLOGIES, INC. P 2020-01-28 2021-02-03 4518 1526 2992 2992 75 SHS. MCCORMICK & CO. P 2014-06-23 2021-02-04 6659 2674 3985 3985 25 SHS. AON, PLC P 2020-01-23 2021-02-04 5174 5317 -143 -143 10 SHS. PAYPAL HOLDINGS P 2015-07-30 2021-02-11 2957 389 2568 2568 75 SHS. EVERSOURCE ENERGY P 2019-05-31 2021-02-19 6113 5505 608 608 5 SHS. ADOBE, INC. P 2017-03-14 2021-03-04 2210 605 1605 1605 25 SHS. COSTCO WHOLESALE CORP. P 2015-08-17 2021-03-04 7940 3649 4291 4291 40 SHS. SALESFORCE.COM, INC. P 2017-07-20 2021-03-04 8168 3617 4551 4551 15 SHS. INTUIT, INC. P 2015-07-20 2021-03-04 5640 1605 4035 4035 25 SHS. VERISK ANALYTICS, INC. P 2019-09-26 2021-03-04 4028 3961 67 67 50 SHS. PROLOGIS, INC. P 2016-06-30 2021-03-04 4782 2421 2361 2361 182 SHS. CLARIVATE, PLC P 2020-07-09 2021-03-04 3969 4095 -126 -126 93 SHS. CLARIVATE, PLC P 2020-07-10 2021-03-04 2028 2082 -54 -54 5 SHS. SVB FINANCIAL GROUP P 2020-03-18 2021-03-22 2573 729 1844 1844 75 SHS. WESTERN ALLIANCE BANCORP P 2020-03-19 2021-03-22 7231 1800 5431 5431 10 SHS. JPMORGAN CHASE & CO. P 2020-03-16 2021-04-21 1494 929 565 565 5 SHS. NVIDIA CORP. P 2019-10-22 2021-04-21 3043 986 2057 2057 5 SHS. SHERWIN WILLIAMS CORP. P 2020-04-16 2021-04-21 1345 810 535 535 15 SHS. NVIDIA CORP. P 2019-10-22 2021-05-20 8784 2958 5826 5826 75 SHS. QUALCOMM, INC. P 2020-04-01 2021-05-20 9966 5051 4915 4915 15 SHS. FORTINET, INC. P 2020-03-26 2021-05-27 3249 1499 1750 1750 5 SHS. SVB FINANCIAL GROUP P 2020-03-18 2021-06-03 2967 729 2238 2238 10 SHS. VERISK ANALYTICS, INC. P 2019-09-26 2021-06-04 1722 1585 137 137 50 SHS. VERISK ANALYTICS, INC. P 2019-11-01 2021-06-04 8612 7267 1345 1345 5 SHS. ADOBE, INC. P 2017-03-14 2021-06-14 2761 605 2156 2156 1 SH. AMAZON.COM, INC. P 2017-03-21 2021-06-14 3358 845 2513 2513 5 SHS. ANSYS, INC. P 2009-07-13 2021-06-14 1677 147 1530 1530 25 SHS. BANK OF AMERICA CORP. P 2020-04-13 2021-06-14 1031 603 428 428 10 SHS. CROWN CASTLE INTERNATIONAL CORP. P 2016-03-10 2021-06-14 1933 852 1081 1081 5 SHS. SALESFORCE.COM, INC. P 2017-07-20 2021-06-14 1211 452 759 759 5 SHS. DANAHER CORP. P 2016-09-22 2021-06-14 1218 389 829 829 10 SHS. WALT DISNEY CO. P 2019-03-19 2021-06-14 1767 1134 633 633 10 SHS. ESTEE LAUDER COMPANIES P 2015-10-08 2021-06-14 2999 838 2161 2161 25 SHS. EATON CORP. P 2020-03-30 2021-06-14 3619 2397 1222 1222 25 SHS. FISERV, INC. P 2016-01-12 2021-06-14 2728 1112 1616 1616 5 SHS. INTUIT, INC. P 2015-07-20 2021-06-14 2355 535 1820 1820 5 SHS. SHERWIN WILLIAMS CORP. P 2020-04-16 2021-06-14 1367 810 557 557 5 SHS. UNITEDHEALTH GROUP, INC. P 2015-10-01 2021-06-14 1974 578 1396 1396 10 SHS. VISA INC. P 2017-04-18 2021-06-14 2322 897 1425 1425 5 SHS, AUTODESK, INC. P 2020-04-07 2021-06-14 1383 770 613 613 5 SHS. AON, PLC P 2020-01-23 2021-06-14 1233 1063 170 170 10 SHS. GLOBAL PAYMENTS, INC. P 2017-11-14 2021-06-14 1920 1012 908 908 5 SHS. FORTINET, INC. P 2020-03-26 2021-06-14 1134 500 634 634 10 SHS. PROLOGIS, INC. P 2016-06-30 2021-06-14 1237 484 753 753 10 SHS. PAYPAL HOLDINGS P 2015-07-30 2021-06-14 2718 389 2329 2329 75 SHS. GENMAG A/S SPONSORED ADR P 2020-04-02 2021-06-14 3285 1520 1765 1765 50 SHS. TREX CO., INC. P 2020-04-30 2021-06-14 5025 2428 2597 2597 40 SHS. FORTINET, INC. P 2020-03-26 2021-06-17 9372 3999 5373 5373 95 SHS. FISERV, INC. P 2016-01-12 2021-06-24 10262 4225 6037 6037 50 SHS. FISERV, INC. P 2019-01-22 2021-06-24 5401 3890 1511 1511 15 SHS. FISERV, INC. P 2021-03-08 2021-06-24 1620 1851 -231 -231 35 SHS. GLOBAL PAYMENTS, INC. P 2017-11-14 2021-08-04 5901 3542 2359 2359 25 SHS. GLOBAL PAYMENTS, INC. P 2018-12-28 2021-08-04 4215 2593 1622 1622 25 SHS. GLOBAL PAYMENTS, INC. P 2019-01-11 2021-08-04 4215 2756 1459 1459 15 SHS. GLOBAL PAYMENTS, INC. P 2021-03-08 2021-08-04 2529 3108 -579 -579 10 SHS. DANAHER CORP. P 2016-09-22 2021-09-29 3069 777 2292 2292 5 SHS. THERMO FISHER SCIENTIFIC, INC. P 2016-06-28 2021-09-29 2899 715 2184 2184 15 SHS. HOME DEPOT, INC. P 2020-03-23 2021-11-17 5966 2313 3653 3653 20 SHS. NVIDIA CORP. P 2019-11-05 2021-11-17 5921 1054 4867 4867 20 SHS. ROCKWELL AUTOMATION CORP. P 2020-04-20 2021-11-17 6773 3416 3357 3357 10 SHS. SHERWIN WILLIAMS CORP. P 2020-04-16 2021-11-17 3379 1619 1760 1760 25 SHS. ZIMMER BIOMET HOLDINGS, INC. P 2021-01-13 2021-11-17 3269 4082 -813 -813 35 SHS. ZIMMER BIOMET HOLDINGS, INC. P 2021-01-13 2021-11-17 4618 5714 -1096 -1096 50 SHS. ZIMMER BIOMET HOLDINGS, INC. P 2021-03-05 2021-11-17 6596 7870 -1274 -1274 5 SHS. SVB FINANCIAL GROUP P 2020-03-18 2021-11-17 3681 729 2952 2952 25 SHS. IQVIA HOLDINGS, INC. P 2020-06-25 2021-11-17 6610 3408 3202 3202 25 SHS. WESTERN ALLIANCE BANCORP P 2020-03-19 2021-11-19 2884 600 2284 2284 25 SHS. HANNON ARMSTRONG SUSTAINABLE INFRASTRUCTURE CAPITAL INC. P 2020-05-05 2021-11-17 1534 703 831 831 50 SHS. TREX CO., INC. P 2020-04-30 2021-11-17 6535 2428 4107 4107 10 SHS. LINDE PLC P 2019-10-15 2021-11-17 3318 1961 1357 1357 10 SHS. NVIDIA CORP. P 2019-11-05 2021-11-30 3190 527 2663 2663 140467 2048 0 2048 0 2048 0 0 0 0 0 X 20 2068 0 0 0 0 0 0 0 0 0 0 0 1 CT 1 0 0 0 0 0 N/A GREGORY AND ADAMS PC 2037629000 190 OLD RIDGEFIELD ROAD WILTON CT 06897 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LINDA SEIFERT 190 OLD RIDGEFIELD ROAD WILTON CT 06897 CHAIR 0.00 0 0 0 CHRISTOPHER SEIFERT 190 OLD RIDGEFIELD ROAD WILTON CT 06897 BOARD MEMBER 0.00 0 0 0 JEFFREY SEIFERT 190 OLD RIDGEFIELD ROAD WILTON CT 06897 BOARD MEMBER 0.00 0 0 0 TIM SEIFERT 190 OLD RIDGEFIELD ROAD WILTON CT 06897 BOARD MEMBER 0.00 0 0 0 NONE 0 NONE 0 0 859797 10322 0 870119 0 0 870119 13052 857067 42853 42853 2048 2048 40805 0 40805 0 40805 107000 0 107000 40805 0 0 14341 17984 9146 8918 11528 61917 107000 0 0 0 40805 66195 0 0 128112 0 0 0 0 0 0 14341 113771 17984 9146 8918 11528 66195 X AMERICARES 89 HAMILTON AVENUE STAMFORD CT 06902 PUBLIC CHARITY NONE GENERAL SUPPORT 10000 BROOKLINE HIGH SCHOOL INNOVATION FUND 115 GREENOUGH STREET BROOKLINE MA 02445 PUBLIC CHARITY NONE GENERAL SUPPORT 1000 DOCTORS WITHOUT BORDERS 40 RECTOR STREET NEW YORK NY 100061705 PUBLIC CHARITY NONE GENERAL SUPPORT 10000 EASTER SEALS NEW HAMPSHIRE 505 AUBURN STREET MANCHESTER NH 03103 PUBLIC CHARITY NONE GENERAL SUPPORT 1000 FAMILIES IN TRANSITION 122 MARKET STREET MANCHESTER NH 03101 PUBLIC CHARITY NONE GENERAL SUPPORT 1000 FRIENDS OF BOSTON'S HOMELESS 12 WISE STREET JAMAICA PLAIN MA 02130 PUBLIC CHARITY NONE GENERAL SUPPORT 1000 GREATER BOSTON FOOD BANK 70 SOUTH BAY AVENUE BOSTON MA 02118 PUBLIC CHARITY NONE GENERAL SUPPORT 1000 LEGACY FOUNDATION AT SHELL PONIT 1510 SHELL POINT BLVD FORT MEYERS FL 33908 PUBLIC CHARITY NONE GENERAL SUPPORT 50000 JUVENILE DIABETES RESEARCH FOUNDATION 200 CONNECTICUT AVENUE NORWALK CT 06854 PUBLIC CHARITY NONE GENERAL SUPPORT 10000 LIVING JOURNEYS PO BOX 2014 CRESTED BUTTE CO 81224 PUBLIC CHARITY NONE GENERAL SUPPORT 5000 MEDICAL MISSION SISTER 8400 PINE ROAD PHILADELPHIA PA 19111 PUBLIC CHARITY NONE GENERAL SUPPORT 1000 NAMI NEW HAMPSHIRE 85 STATE STREET CONCORD NH 03301 PUBLIC CHARITY NONE GENERAL SUPPORT 1000 SALVATION ARMY - KIDS CAFE 121 CEDAR STREET MANCHESTER NH 03101 PUBLIC CHARITY NONE GENERAL SUPPORT 1000 ST JOSEPH COMMUNITY STORE PO BOX 910 MERRIMACK NH 03054 PUBLIC CHARITY NONE GENERAL SUPPORT 1000 WAYPOINT 464 CHESTNUT STREET MANCHESTER NH 03105 PUBLIC CHARITY NONE GENERAL SUPPORT 12000 WORLD CENTRAL KITCHEN 1342 FLORIDA AVENUE NW WASHINGTON DC 20009 PUBLIC CHARITY NONE GENERAL SUPPORT 1000 107000 0 14 6855 18 140467 0 147322 0 147322 4 ALL EARNINGS FROM ASSETS HELD BY THE FOUNDATION ARE USED TO PAY GRANTS 8 ALL CAPITAL GAINS AND LOSSES FROM ASSETS HELD BY THE FOUNDATION ARE USED TO PAY GRANTS 0 0 0 0 0 0 0 0 0 0 PERSHING ADVISOR SOLUTIONS, ACCOUNT #N7H-716094 FMV 511555 987446 19/19 INVESTMENT COUNSEL, INVESTMENT MANAGEMENT FEES 5675 0 0 FOREIGN TAXES WITHHELD 41 0 0 ADR FEE 8 0 0