2021-04-21T09:41:11-05:00 2020-12-31 061355927 GREGORY AND ADAMS PC 190 OLD RIDGEFIELD ROAD WILTON CT 06897 990PF 2020-01-01 201277158 THE SEIFERT FAMILY FOUNDATION SEIF 2037629000 190 OLD RIDGEFIELD RD WILTON CT 06897 LINDA D SEIFERT CHAIR 2037629000 2021-04-21 1 LINDA SEIFERT 999009999 ROGER VALKENBURGH P00441709 2037629000 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 901300 X X 8151 8151 51506 317543 51506 59657 59657 0 0 0 4434 0 0 15 0 0 4449 0 0 49000 49000 53449 0 49000 6208 59657 5307 8879 8879 479226 470755 892421 484533 479634 901300 0 0 X 484533 479634 484533 479634 484533 479634 484533 6208 0 490741 11107 479634 25 SHS. LENOX INTERNATIONL, INC. P 2013-09-11 2020-01-09 6136 1829 4307 4307 5 SHS. ANSYS, INC. P 2009-07-13 2020-01-23 1373 147 1226 1226 5 SHS. BECTON DICKINSON & CO. P 2017-11-09 2020-01-23 1383 1122 261 261 15 SHS. DANAHER COPR. P 2016-09-22 2020-01-23 2432 1166 1266 1266 5 SHS. VISA, INC. P 2017-04-18 2020-01-23 1021 448 573 573 10 SHS. CME GROUP, INC. P 2018-04-12 2020-01-23 2068 1646 422 422 50 SHS. TRUIST FINANCIAL CORP. P 2015-06-30 2020-01-28 2742 1660 1082 1082 5 SHS. FISERV, INC. P 2016-01-12 2020-01-28 594 222 372 372 5 SHS. INTUIT, INC. P 2015-07-20 2020-01-28 1427 535 892 892 5 SHS. RAYTHEON CO. P 2016-03-01 2020-01-28 1125 624 501 501 5 SHS. GLOBAL PAYMENTS, INC. P 2017-07-21 2020-01-28 981 470 511 511 100 SHS. HEXCEL CORP. P 2011-10-28 2020-03-03 6727 2578 4149 4149 225 SHS. BANK OF AMERICA CORP. P 2019-10-25 2020-03-09 4934 7156 -2222 -2222 200 SHS. BANK OF AMERICA CORP. P 2019-12-10 2020-03-09 4386 6721 -2335 -2335 100 SHS. BANK OF AMERICA CORP. P 2019-12-17 2020-03-09 2193 3531 -1338 -1338 125 SHS. US BANKCORP P 2016-11-17 2020-03-09 4755 6097 -1342 -1342 125 SHS. US BANKCORP P 2019-10-22 2020-03-09 4755 7126 -2371 -2371 100 SHS. HEXCEL CORP. P 2011-10-28 2020-03-09 5565 2578 2987 2987 175 SHS. DISCOVER FINANCIAL SERVICES P 2015-01-12 2020-03-10 9496 11046 -1550 -1550 35 SHS. PALO ALTO NETWORKS, INC. P 2019-12-19 2020-03-10 5585 8003 -2418 -2418 111.88 SHS. TRUIST FINANCIAL CORP. P 2015-06-30 2020-03-12 3338 3713 -375 -375 97.131 SHS. TRUIST FINANCIAL CORP. P 2019-11-05 2020-03-12 2897 5344 -2447 -2447 75 SHS. TRUIST FINANCIAL CORP. P 2019-12-17 2020-03-12 2237 4241 -2004 -2004 50 SHS. BOSTON PROPERTIES, INC. P 2019-04-25 2020-03-13 5664 6807 -1143 -1143 20 SHS. RAYTHEON CO. P 2016-03-01 2020-03-17 2492 2497 -5 -5 5 SHS. RAYTHEON CO. P 2016-09-15 2020-03-17 623 688 -65 -65 54.69 SHS. BROWN FORMAN CORP. P 2007-06-28 2020-03-23 2577 854 1723 1723 70.31 SHS. BROWN FORMAN CORP. P 2007-06-28 2020-03-23 3313 1098 2215 2215 20 SHS. AMERICAN WATER WORKS CO., INC. P 2019-01-04 2020-03-26 2352 1795 557 557 25 SHS. CROWN CASTLE INTERNATIONAL CORP. P 2016-03-10 2020-03-26 3395 2129 1266 1266 10 SHS. MCCORMICK & CO. P 2014-06-23 2020-03-26 1284 713 571 571 5 SHS. NETERA ENERGY, INC. P 2018-08-30 2020-03-26 1105 857 248 248 75 SHS. ANALOG DEVICES, INC. P 2019-11-11 2020-03-31 6759 8448 -1689 -1689 50 SHS. ANALOG DEVICES, INC. P 2020-01-09 2020-03-31 4506 6011 -1505 -1505 100 SHS. EVERSOUCE ENERGY P 2019-03-29 2020-03-31 7811 7083 728 728 25 SHS. EVERSOURCES ENERGY P 2019-05-31 2020-03-31 1953 1835 118 118 45 SHS. RAYTHEON CO. P 2016-09-15 2020-04-02 5476 6194 -718 -718 50 SHS. AMERICAN WATER WORKS, CO., INC. P 2019-01-04 2020-04-08 6001 4487 1514 1514 100 SHS. CHURCH & DWIGHT INC. P 2018-12-20 2020-04-08 6734 6493 241 241 25 SHS. CME GROUP P 2018-04-12 2020-04-13 4541 4115 426 426 100 SHS. CHURCH & DWIGHT INC. P 2019-05-30 2020-04-29 6827 7486 -659 -659 35 SHS. LINDE PLC P 2019-04-05 2020-04-30 6431 6475 -44 -44 25 SHS. CHUBB LTD. P 2017-03-31 2020-05-05 2536 3418 -882 -882 5 SHS. ANSYS, INC. P 2009-07-13 2020-05-05 1325 147 1178 1178 10 SHS. PAYPAL HOLDINGS P 2015-07-30 2020-05-05 1263 389 874 874 50 SHS. JPMORGAN CHASE & CO. P 2020-06-16 2020-05-14 4359 4643 -284 -284 10 SHS. CROWN CASTLE INTERNATIONAL CORP. P 2016-03-10 2020-05-28 1642 852 790 790 15 SHS. MCMCORMICK & CO. P 2014-06-23 2020-05-28 2581 1070 1511 1511 55 SHS. BECTON DICKINSON & CO. P 2017-11-09 2020-06-25 12508 12341 167 167 5 SHS. BECTON DICKINSON & CO. P 2018-12-28 2020-06-25 1137 1129 8 8 10 SHS. BECTON DICKINSON & CO. P 2019-10-15 2020-06-25 2274 2549 -275 -275 10 SHS. NORTHROP GRUMMAN CORP. P 2016-03-01 2020-07-09 2911 1943 968 968 5 SHS. NORTHROP GRUMMAN CORP. P 2016-08-04 2020-07-09 1456 1097 359 359 175 SHS. XYLEM INC. P 2018-03-08 2020-07-09 11582 13405 -1823 -1823 25 SHS. XYLEM INC. P 2019-11-01 2020-07-09 1655 1969 -314 -314 50 SHS. CHUBB LTD. P 2017-03-31 2020-07-27 6610 6837 -227 -227 25 SHS. CHUBB LTD. P 2017-09-21 2020-07-27 3305 3589 -284 -284 5 SHS. ADOBE INC. P 2017-03-14 2020-09-02 2660 605 2055 2055 50 SHS. CINTAS CORP. P 2019-02-10 2020-09-02 1705 584 1121 1121 25 SHS. PAYPAL HOLDINGS P 2015-07-30 2020-09-02 5269 971 4298 4298 60 SHS. PEPSICO INC. P 2019-08-13 2020-09-03 8495 7821 674 674 10 SHS. VERISK ANALYTICS INC. P 2019-09-26 2020-09-29 1855 1585 270 270 20 SHS. NVIDIA CORP. P 2019-10-22 2020-10-29 10359 3944 6415 6415 20 SHS. NORTHROP GRUMMAN CORP. P 2016-08-04 2020-11-06 5982 4386 1596 1596 5 SHS. NORTHROP GRUMMAN CORP. P 2019-02-12 2020-11-06 1495 1434 61 61 40 SHS. CME GROUP, INC. P 2018-04-12 2020-11-06 6003 6583 -580 -580 25 SHS. CME GROUP, INC. P 2019-01-07 2020-11-06 3752 4621 -869 -869 5 SHS. ADOBE INC. P 2017-03-14 2020-11-11 2325 605 1720 1720 10 SHS. ANSYS INC. P 2009-07-13 2020-11-11 3304 294 3010 3010 10 SHS. AMPHENOL CORP. P 2007-06-27 2020-11-11 1227 176 1051 1051 15 SHS. SALESFORCE.COM, INC. P 2017-07-20 2020-11-11 3823 1356 2467 2467 5 SHS. CINAS CORP. P 2017-02-10 2020-11-11 1777 584 1193 1193 20 SHS. DANAHER CORP. P 2016-09-22 2020-11-11 4574 1555 3019 3019 10 SHS. ESTEE LAUDER COMPANIES P 2015-10-08 2020-11-11 2469 838 1631 1631 10 SHS. FISERV INC. P 2016-01-12 2020-11-11 1057 445 612 612 15 SHS. INTUIT INC. P 2015-07-20 2012-01-11 5242 1605 3637 3637 20 SHS. THERMO FISCHER SCIENTIFIC, INC. P 2016-06-28 2020-11-11 4792 1430 3362 3362 5 SHS. UNITEDHEALTH GROUP, INC. P 2015-10-01 2020-11-11 1767 578 1189 1189 5 SHS. VISA INC. P 2017-04-18 2020-11-11 1054 448 606 606 5 SHS. VERISK ANALYTICS INC. P 2019-09-26 2020-11-11 980 792 188 188 10 SHS. GLOBAL PAYMENTS INC. P 2017-07-21 2020-11-11 1919 941 978 978 5 SHS. GLOBAL PAYMENTS INC. P 2017-11-14 2020-11-11 959 506 453 453 10 SHS. PAYPAL HOLDINGS P 2015-07-30 2020-11-11 1883 389 1494 1494 5 SHS. LINDE PLC P 2019-04-05 2020-11-11 1293 925 368 368 150 SHS. BOSTON SCIENTIFIC CORP. P 2016-09-01 2020-11-24 5077 3620 1457 1457 250 SHS. BOSTON SCIENTIFIC CORP. P 2016-09-19 2020-11-24 8462 5918 2544 2544 25 SHS. BOSTON SCIENTIFIC CORP. P 2019-11-01 2020-11-24 846 1052 -206 -206 51506 829 0 829 0 829 0 0 0 0 0 X 17 846 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 764385 13299 0 777684 0 0 777684 11665 766019 38301 38301 829 829 37472 0 37472 0 37472 49000 0 49000 0 49000 37472 0 0 15186 14341 17984 9146 8918 65575 49000 0 0 0 37472 11528 0 0 77103 0 0 0 0 0 0 15186 61917 14341 17984 9146 8918 11528 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 JUVENILE DIABETES RESEARCH FOUNDATION 200 CONNECTICUT AVENUE NORWALK CT 06854 PUBLIC CHARITY NONE GENERAL SUPPORT 5000 LIVING JOURNEYS PO BOX 2014 CRESTED BUTTE CO 81224 PUBLIC CHARITY NONE GENERAL SUPPORT 5000 GUNNISON VALLEY MENTORS 101 NORTH 8TH STREET GUNNISON CO 81230 PUBLIC CHARITY NONE GENERAL SUPPORT 5000 GREATER BOSTON FOOD BANK 70 SOUTH BAY AVENUE BOSTON MA 02118 PUBLIC CHARITY NONE GENERAL SUPPORT 2000 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 2000 WORLD CENTRAL KITCHEN 1342 FLORIDA AVENUE NW WASHINGTON DC 20009 PUBLIC CHARITY NONE GENERAL SUPPORT 2000 49000 0 14 8151 18 51506 0 59657 0 59657 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 470755 892421 UNREALIZED LOSS 11107 19/19 INVESTMENT COUNSEL, INVESTMENT MANAGEMENT FEES 4434 0 0 FOREIGN TAXES WITHHELD 15 0 0