WETHERSFIELD FOUNDATION INC: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization: WETHERSFIELD FOUNDATION INC (EIN 13-6113816)
Tax period: 2024-01-01 to 2024-12-31
Filed: 2025-11-04
IRS object ID: 202533089349101038
Schema version: 2024v5.2
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Schedule B
Accounting Fees Schedule
Depreciation Schedule
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Investments Govt Obligations Sch
Investments Land Schedule2
Investments Other Schedule2
Land Etc Schedule2
Legal Fees Schedule
Other Assets Schedule
Other Expenses Schedule
Other Income Schedule2
Other Increases Schedule
Other Liabilities Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-11-04T14:20:15-06:00	ReturnTs
Tax Period End	2024-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	410746749	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	CLIFTONLARSONALLEN LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	TWO INTERNATIONAL PLACE 22ND FLOOR	AddressLine1Txt
City	BOSTON	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02110	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2024-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	136113816	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	WETHERSFIELD FOUNDATION INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	WETH	BusinessNameControlTxt
Phone	8453738037	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	257 PUGSLEY HILL ROAD	AddressLine1Txt
City	AMENIA	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	12501	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	NANCY HATHAWAY	PersonNm
Person Title	BOARD CHAIR	PersonTitleTxt
Phone	8453738037	PhoneNum
Signature	2025-10-27	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	0	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	LAURA J KENNEY	PreparerPersonNm
PTIN	P00202198	PTIN
Phone	6177170831	PhoneNum
Preparation	2025-10-27	PreparationDt

Field	Value	IRS element (for citing)
Tax	2024	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$57,652,186	FMVAssetsEOYAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$860,895	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$247,394	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$247,394	InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm	$247,394	InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss	$420,779	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$420,779	DividendsNetInvstIncmAmt
Dividends Adj Net Incm	$420,779	DividendsAdjNetIncmAmt
Gross Rents Rev And Expnss	$158,227	GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm	$158,227	GrossRentsNetInvstIncmAmt
Gross Rents Adj Net Incm	$158,227	GrossRentsAdjNetIncmAmt
Net Rental Income Or Loss	$126,692	NetRentalIncomeOrLossAmt
Net Gain Sale Ast Rev And Expnss	$1,690,823	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$8,505,799	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$1,701,707	CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm	$390,368	NetSTCapitalGainAdjNetIncmAmt
Other Income Rev And Expnss	$52,834	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	-$31,850	OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm	$12,375	OtherIncomeAdjNetIncmAmt
Total Rev And Expnss	$3,430,952	TotalRevAndExpnssAmt
Total Net Invst Incm	$2,496,257	TotalNetInvstIncmAmt
Total Adj Net Incm	$1,229,143	TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$106,240	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$0	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm	$0	CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$106,240	CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss	$705,227	OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm	$0	OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm	$2,917	OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl	$702,310	OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss	$323,991	PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm	$0	PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Adj Net Incm	$0	PensionEmplBnftAdjNetIncmAmt
Pension Empl Bnft Dsbrs Chrtbl	$323,991	PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss	$2,058	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$0	LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm	$0	LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl	$2,058	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$40,875	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$13,625	AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm	$13,625	AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps	$13,625	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$147,755	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$117,626	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm	$118,026	OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl	$29,729	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$16,335	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$2,298	TaxesNetInvstIncmAmt
Taxes Adj Net Incm	$0	TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl	$1,525	TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss	$163,255	DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm	$0	DeprecAndDpltnNetInvstIncmAmt
Deprec And Dpltn Adj Net Incm	$0	DeprecAndDpltnAdjNetIncmAmt
Occupancy Rev And Expnss	$330,902	OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm	$31,535	OccupancyNetInvstIncmAmt
Occupancy Adj Net Incm	$31,535	OccupancyAdjNetIncmAmt
Occupancy Dsbrs Chrtbl	$299,367	OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss	$2,088	TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm	$0	TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm	$0	TravConfMeetingAdjNetIncmAmt
Trav Conf Meeting Dsbrs Chrtbl	$2,088	TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss	$514,161	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$3,271	OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm	$2,543	OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl	$508,348	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$2,352,887	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$168,355	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$168,646	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$1,989,281	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$0	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$100,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$2,352,887	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$168,355	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$168,646	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$2,089,281	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$1,078,065	ExcessRevenueOverExpensesAmt
Net Investment Income	$2,327,902	NetInvestmentIncomeAmt
Adjusted Net Income	$1,060,497	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$754,404	CashBOYAmt
Cash EOY	$339,483	CashEOYAmt
Cash EOYFMV	$339,483	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$1,632,580	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$2,000,118	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$2,000,118	SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl BOY	$48,242	AcctRcvblBOYAmt
Rcvbl From Officers EOY	$322	RcvblFromOfficersEOYAmt
Rcvbl From Officers EOYFMV	$322	RcvblFromOfficersEOYFMVAmt
Prepaid Expenses BOY	$56,495	PrepaidExpensesBOYAmt
Prepaid Expenses EOY	$839	PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV	$839	PrepaidExpensesEOYFMVAmt
US Government Obligations BOY	$2,520,517	USGovernmentObligationsBOYAmt
US Government Obligations EOY	$2,034,005	USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV	$2,034,005	USGovtObligationsEOYFMVAmt
Corporate Stock BOY	$24,084,489	CorporateStockBOYAmt
Corporate Stock EOY	$29,071,973	CorporateStockEOYAmt
Corporate Stock EOYFMV	$29,071,973	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$902,298	CorporateBondsBOYAmt
Corporate Bonds EOY	$1,248,870	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$1,248,870	CorporateBondsEOYFMVAmt
Invst Land Cost Or Other Basis	$377,711	InvstLandCostOrOtherBasisAmt
Invst Land Accum Depreciation	$33,513	InvstLandAccumDepreciationAmt
Land Bldg Investments EOY	$344,198	LandBldgInvestmentsEOYAmt
Land Bldg Investments EOYFMV	$377,711	LandBldgInvestmentsEOYFMVAmt
Other Investments BOY	$3,384,169	OtherInvestmentsBOYAmt
Other Investments EOY	$1,271,426	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$1,271,426	OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss	$13,187,684	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$8,230,807	LandBldgEquipAccumDeprecAmt
Land BOY	$5,232,986	LandBOYAmt
Land EOY	$4,956,877	LandEOYAmt
Land EOYFMV	$17,926,114	LandEOYFMVAmt
Other Assets BOY	$3,381,325	OtherAssetsBOYAmt
Other Assets EOY	$3,381,325	OtherAssetsEOYAmt
Other Assets EOYFMV	$3,381,325	OtherAssetsEOYFMVAmt
Total Assets BOY	$41,997,505	TotalAssetsBOYAmt
Total Assets EOY	$44,649,436	TotalAssetsEOYAmt
Total Assets EOYFMV	$57,652,186	TotalAssetsEOYFMVAmt
Accounts Payable BOY	$33,504	AccountsPayableBOYAmt
Accounts Payable EOY	$53,331	AccountsPayableEOYAmt
Grants Payable BOY	$450,000	GrantsPayableBOYAmt
Grants Payable EOY	$350,000	GrantsPayableEOYAmt
Other Liabilities BOY	$273,028	OtherLiabilitiesBOYAmt
Other Liabilities EOY	$161,437	OtherLiabilitiesEOYAmt
Total Liabilities BOY	$756,532	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$564,768	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$15,317,092	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$16,278,289	NoDonorRstrNetAssestsEOYAmt
Donor Rstr Net Assets BOY	$25,923,881	DonorRstrNetAssetsBOYAmt
Donor Rstr Net Assets EOY	$27,806,379	DonorRstrNetAssetsEOYAmt
Tot Net Ast Or Fund Balances BOY	$41,240,973	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$44,084,668	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$41,997,505	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$44,649,436	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$41,240,973	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$1,078,065	ExcessRevenueOverExpensesAmt
Other Increases	$1,765,630	OtherIncreasesAmt
Subtotal	$44,084,668	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$44,084,668	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	Gross Sales PriceGrossSalesPriceAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt	Cost Or Other BasisCostOrOtherBasisAmt
PARTNERSHIP INVESTMENT	P	$10,884	$10,884	$10,884
PUBLICLY TRADED SECURITIES		$8,115,431	$1,300,455	$1,300,455	$6,814,976
PUBLICLY TRADED SECURITIES		$390,368	$390,368	$390,368

Field	Value	IRS element (for citing)
Capital Gain Net Income	$1,701,707	CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss	$390,368	NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$32,358	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$32,358	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$32,358	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$11,000	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$30,000	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$41,000	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Overpayment	$8,642	OverpaymentAmt
Applied To ES Tax	$8,642	AppliedToESTaxAmt
Refund	$0	RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	0	LegislativePoliticalActyInd
More Than100 Spent	0	MoreThan100SpentInd
Form1120 POL Filed	0	Form1120POLFiledInd
Section4955 Organization Tax	$0	Section4955OrganizationTaxAmt
Section4955 Managers Tax	$0	Section4955ManagersTaxAmt
Tax Reimbursed	$0	TaxReimbursedAmt
Activities Not Previously Rpt	0	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	Yes (1)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	0	Form990TFiledInd
Organization Dissolved Etc	0	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (1)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Org Report Or Register State	NY	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (1)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	Yes (1)	PrivateOperatingFoundationInd
New Substantial Contributors	0	NewSubstantialContributorsInd
Own Controlled Entity	0	OwnControlledEntityInd
Donor Advised Fund	0	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	HTTPS://WWW.WETHERSFIELD.ORG/	WebsiteAddressTxt
Individual With Books	ALLISON GALLIHER CONTROLLER	IndividualWithBooksNm
Phone	8453738037	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	257 PUGSLEY HILL ROAD	AddressLine1Txt
City	AMENIA	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	12501	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	0	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	0	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	Yes (1)	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	0	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	Yes (1)	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions	Yes (1)	ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts	0	UncorrectedPriorActsInd
Undistributed Income PY	0	UndistributedIncomePYInd
Business Holdings	0	BusinessHoldingsInd
Jeopardy Investments	0	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	0	UncorrectedPYJeopardyInvstInd
Influence Legislation	0	InfluenceLegislationInd
Influence Election	0	InfluenceElectionInd
Grants To Individuals	0	GrantsToIndividualsInd
Grants To Organizations	0	GrantsToOrganizationsInd
Noncharitable Purpose	0	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (12 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
NANCY HATHAWAY
257 PUGSLEY HILL ROAD	AMENIA	NY	12501	CHAIR	10.00	$0	$0	$0
JOHN BUDNICK
257 PUGSLEY HILL ROAD	AMENIA	NY	12501	VICE-CHAIR	10.00	$0	$0	$0
KELLY MORGAN
257 PUGSLEY HILL ROAD	AMENIA	NY	12501	TREASURER	10.00	$0	$0	$0
JACQUELINE THORNE
257 PUGSLEY HILL ROAD	AMENIA	NY	12501	SECRETARY	10.00	$0	$0	$0
ARCHIBALD COX JR
257 PUGSLEY HILL ROAD	AMENIA	NY	12501	DIRECTOR	10.00	$0	$0	$0
SOOHYUNG KIM
257 PUGSLEY HILL ROAD	AMENIA	NY	12501	DIRECTOR	10.00	$0	$0	$0
DEANNA MULLIGAN
257 PUGSLEY HILL ROAD	AMENIA	NY	12501	DIRECTOR	10.00	$0	$0	$0
BERNADETTE MURRAY
257 PUGSLEY HILL ROAD	AMENIA	NY	12501	DIRECTOR	10.00	$0	$0	$0
CANDACE PLATT
257 PUGSLEY HILL ROAD	AMENIA	NY	12501	DIRECTOR	10.00	$0	$0	$0
STANLEY STILLMAN
257 PUGSLEY HILL ROAD	AMENIA	NY	12501	DIRECTOR	10.00	$0	$0	$0
GEORGE WHALEN IV
257 PUGSLEY HILL ROAD	AMENIA	NY	12501	DIRECTOR	10.00	$0	$0	$0
HILLARY HENDERSON
257 PUGSLEY HILL ROAD	AMENIA	NY	12501	COO	40.00	$106,240	$37,718	$480

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee BenefitsEmployeeBenefitsAmt	Expense AccountExpenseAccountAmt
CHRIS FERRERI
257 PUGSLEY HILL ROAD	AMENIA	NY	12501	ESTATE MANAGER	40.00	$85,383	$39,502	$480
MICHAEL HARVEY
257 PUGSLEY HILL ROAD	AMENIA	NY	12501	HEAD GROUNDS	40.00	$64,143	$28,406	$480
JEFFREY LYNCH
257 PUGSLEY HILL ROAD	AMENIA	NY	12501	HEAD GARDNER	40.00	$85,000	$6,385	$360
ALAINA MANCINI
257 PUGSLEY HILL ROAD	AMENIA	NY	12501	LEAD HORTICULTURIST	40.00	$59,406	$15,645	$480
ALLISON GALLIHER
257 PUGSLEY HILL ROAD	AMENIA	NY	12501	CONTROLLER	40.00	$72,885	$0	$360

Field	Value	IRS element (for citing)
Other Employee Paid Over50k	10	OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Service TypeServiceTypeTxt	CompensationCompensationAmt
BROWN ADVISORY
12 EAST 49TH STREET 35TH FLOOR	NEW YORK	NY	10017	INVESTMENT ADVISOR	$117,501
PETER JACOB PAINTING LLC
1549 HOLLOW ROAD	CLINTON CORNERS	NY	12514	CONSTRUCTION CONTRACTOR	$63,115

Field	Value	IRS element (for citing)
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Field	Value	IRS element (for citing)
Description1	TO PRESERVE AND MAINTAIN THE HOUSE, GARDENS, ART, CARRIAGE MUSEUM AND GROUNDS OF THE WETHERSFIELD ESTATE. IN KEEPING WITH THE VISION OF THE FOUNDER, CHAUNCEY STILLMAN, THE FOUNDATION SEEKS TO PROMOTE RESPONSIBLE LAND STEWARDSHIP, HABITAT PROTECTION, SUSTAINABLE FARMING, AND INNOVATIVE HORTICULTURE AND TO SHARE THE BEAUTY OF THE PROPERTY AND CLASSICAL ARTS WITH THE LOCAL COMMUNITY.	Description1Txt
Expenses1	$1,871,125	Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$33,114,126	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$1,772,136	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$34,886,262	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$34,886,262	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$523,294	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$34,362,968	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$1,718,148	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Sect4942j3j5 Fndtn And Frgn Org	Yes (X)	Sect4942j3j5FndtnAndFrgnOrgInd

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$2,089,281	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$2,089,281	QualifyingDistributionsAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

Field	Value	IRS element (for citing)
Private Operating Fndtn Ruling	2017-12-18	PrivateOperatingFndtnRulingDt
Section4942j3	Yes (X)	Section4942j3Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

Field	Value	IRS element (for citing)
Current Year	$1,060,497	CurrentYearAmt
Year1	$778,276	Year1Amt
Year2	$741,398	Year2Amt
Year3	$626,426	Year3Amt
Total	$3,206,597	TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

Field	Value	IRS element (for citing)
Current Year	$901,422	CurrentYearAmt
Year1	$661,535	Year1Amt
Year2	$630,188	Year2Amt
Year3	$532,462	Year3Amt
Total	$2,725,607	TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Current Year	$2,089,281	CurrentYearAmt
Year1	$1,867,974	Year1Amt
Year2	$2,123,833	Year2Amt
Year3	$1,435,776	Year3Amt
Total	$7,516,864	TotalAmt

Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp

Field	Value	IRS element (for citing)
Current Year	$100,000	CurrentYearAmt
Year1	$100,000	Year1Amt
Year2	$0	Year2Amt
Year3	$0	Year3Amt
Total	$200,000	TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

Field	Value	IRS element (for citing)
Current Year	$1,989,281	CurrentYearAmt
Year1	$1,767,974	Year1Amt
Year2	$2,123,833	Year2Amt
Year3	$1,435,776	Year3Amt
Total	$7,316,864	TotalAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

Field	Value	IRS element (for citing)
Current Year	$1,145,432	CurrentYearAmt
Year1	$1,034,363	Year1Amt
Year2	$1,012,923	Year2Amt
Year3	$1,069,822	Year3Amt
Total	$4,262,540	TotalAmt

Total Support TotalSupportGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Public Support Type PublicSupportType

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Largest Support From EO LargestSupportFromEOGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Gross Investment Income GrossInvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	WETHERSFIELD INSTITUTE FOR CATHOLIC THOUGHT	BusinessNameLine1Txt

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	5680 N SUNNY POINT ROAD	AddressLine1Txt
City	GLENDALE	CityNm
State Abbreviation	WI	StateAbbreviationCd
ZIP	53208	ZIPCd

Field	Value	IRS element (for citing)
Recipient Foundation Status	PC	RecipientFoundationStatusTxt
Grant Or Contribution Purpose	CHARITABLE PURPOSES	GrantOrContributionPurposeTxt
Amt	$100,000	Amt

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$100,000	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Program Service Revenue Dtl ProgramServiceRevenueDtl

Field	Value	IRS element (for citing)
Desc	PROGRAM INCOME	Desc
Related Or Exempt Function Incm	$43,940	RelatedOrExemptFunctionIncmAmt

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$247,394	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$420,779	ExclusionAmt

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

Field	Value	IRS element (for citing)
Exclusion	16	ExclusionCd
Exclusion	$126,692	ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$8,609	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$1,701,707	ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

Field	Value	IRS element (for citing)
Desc	OTHER INCOME	Desc
Related Or Exempt Function Incm	$285	RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$2,505,181	ExclusionAmt
Related Or Exempt Function Incm	$44,225	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$2,549,406	TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Field	Value	IRS element (for citing)
Line Number	1A	LineNumberTxt
Relationship Statement	WETHERSFIELD FOUNDATION PRESERVES AND SHARES ITS HISTORIC ESTATE, GARDENS, AND LANDSCAPE THROUGH PUBLIC PROGRAMS. REVENUE IS GENERATED FROM GUIDED TOURS, GARDEN VISITS, MEMBERSHIPS, AND HIKING AND EQUESTRIAN PASSES, ALL IN SUPPORT OF THE FOUNDATION'S MISSION OF CONSERVATION AND CULTURAL ENRICHMENT	RelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	0	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	0	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	0	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	0	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	0	ReimbursementArrangementsInd
Loans Or Loan Guarantees	0	LoansOrLoanGuaranteesInd
Performance Of Services Etc	0	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	0	RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp (43 entries)

ContributorContributorNum	Address Line1ContributorUSAddress/AddressLine1Txt	CityContributorUSAddress/CityNm	State AbbreviationContributorUSAddress/StateAbbreviationCd	ZIPContributorUSAddress/ZIPCd	Total ContributionsTotalContributionsAmt	Person ContributionPersonContributionInd
OAKLEIGH AND JACQUELINE THORNE
1	81 SMITHFIELD RD	AMENIA	NY	125015114	$40,825	Yes (X)
POSTAGE STAMP FARM FOUNDATION INC
2	5051 138TH TRL S	WELLINGTON	FL	33449	$39,000	Yes (X)
HATHAWAY FAMILY FOUNDATION
3	889 TOWER HILL ROAD	MILLBROOK	NY	125455430	$35,150	Yes (X)
BUDNIK FAMILY FOUNDATION
4	12401 COIT RD	CLEVELAND	OH	441081128	$33,252	Yes (X)
MR AND MRS JOHN BUDNIK FUND
5	SCHWAB CHARITABLE/ 211 MAIN STREET	SAN FRANCISCO	CA	94105	$30,000	Yes (X)
CANDACE PLATT
6	55 E 72ND ST APT 8N	NEW YORK	NY	100214176	$23,000	Yes (X)
SOO KIM AND CAROLINA GUNNARSSON
7	29 BOCKEE LN	AMENIA	NY	125015005	$21,683	Yes (X)
KELLY A MORGAN CHARITABLE FUND
8	341 TRIPP ROAD	MILLERTON	NY	12546	$20,520	Yes (X)
ANNA CAROLINA AND SOO KIM FOUNDATION
9	29 BOCKEE LANE	AMENIA	NY	12501	$18,897	Yes (X)
MARY-REA MCDONALD
10	9167 PHYLLIS ST	WEST HOLLYWOOD	CA	900693116	$17,258	Yes (X)
CHRISTOPHER AND CLAIRE MANN
11	570 KILLEARN RD	MILLBROOK	NY	125456221	$16,665	Yes (X)
STEPHEN AND DEANNA MULLIGAN
12	539 KILLEARN RD	MILLBROOK	NY	125456229	$14,250	Yes (X)
FARNHAM AND ANNE COLLINS
13	56 SKYWARD LN	MILLBROOK	NY	125455148	$14,050	Yes (X)
GOLDMAN SACHS GIVES
14	PO BOX 15203	ALBANY	NY	12212	$12,500	Yes (X)
MISH TWORKOWSKI AND JOSEPH SINGER
15	244 S COUNTY RD	PALM BEACH	FL	33480	$11,571	Yes (X)
JOHN AND ELIZABETH BUDNIK
16	12401 COIT RD	CLEVELAND	OH	441081128	$11,406	Yes (X)
KATHLEEN VUILLET AUGUSTINE CHARITABLE FUND
17	104 PROSPECT HILL RD EXT	PINE PLAINS	NY	12567	$11,400	Yes (X)
CLARISSA FRANCIS FOUNDATION
18	241 E WASHINGTON ST	BROWNSVILLE	TX	785206112	$11,200	Yes (X)
ARCHIBALD AND JUDY COX
19	1061 ROUTE 83	PINE PLAINS	NY	125674808	$10,200	Yes (X)
ROBERT H WILDER JR FUND
20	C/O WILDER BALTER PARTNERS INC480 B	CHAPPAQUA	NY	105141715	$10,000	Yes (X)
LIPSKY FAMILY FUND
21	25 E 86TH ST APT 2B	NEW YORK	NY	10028	$8,420	Yes (X)
JUNE WU MD
22	111 W 67TH STAPT 34D	NEW YORK	NY	100235960	$8,000	Yes (X)
STILLMAN GIVING FUND
23	83 SUNSET TRAIL	CLINTON CORNERS	NY	12514	$7,500	Yes (X)
THE CHRISTOPHER & CLAIRE MANN FUND
24	SULLIVAN CROMWELL125 BROAD STREET	NEW YORK	NY	10004	$7,500	Yes (X)
WENDY WOLF CLARK
25	604 VERBANK RD	MILLBROOK	NY	125456021	$5,985	Yes (X)
STEPHEN AND ELIZABETH SHAFER
26	ANCHORAGE FARM8 MYNDERSE ST	SAUGERTIES	NY	124771704	$5,800	Yes (X)
JACQUELINE MONTFORT
27	44 ELM ST	FISHKILL	NY	125241804	$5,750	Yes (X)
CHRIS AND SIMONE MAILMAN
28	885 PARK AVE APT 2B	NEW YORK	NY	100750383	$5,600	Yes (X)
BENJAMIN AND DONNA ROSEN
29	450 E 52ND ST APT 5	NEW YORK	NY	100226585	$5,600	Yes (X)
ALEX AND PATRICIA FARMAN-FARMAIAN
30	166 E 81ST ST	NEW YORK	NY	100281804	$5,500	Yes (X)
CHRISTOPHER SPITZMILLER AND ANTHONY BELLOMO
31	248 W 35TH STREET FL 17	NEW YORK	NY	10001	$5,497	Yes (X)
PHILIP AND JULIA BROWN
32	103 E 75TH ST APT 8FE	NEW YORK	NY	100212805	$5,352	Yes (X)
DANIELE BODINI AND CLAIR GLOVER
33	ALEXANDER BODINI FOUNDATION825 5TH	NEW YORK	NY	100657268	$5,300	Yes (X)
ROBERT MODEL CHARITABLE FOUNDATION INC
34	C/O ELMROCK CAPITAL667 MADISON AVEN	NEW YORK	NY	10065	$5,250	Yes (X)
RUSSELL AND JUDY CARSON
35	930 5TH AVE	NEW YORK	NY	100212651	$5,150	Yes (X)
FELICITAS THORNE
36	PO BOX 556	MILLBROOK	NY	125450556	$5,150	Yes (X)
ANDREW LIPSKY AND HOLLY KELLY
37	25 E 86TH ST APT 2B	NEW YORK	NY	100280553	$5,090	Yes (X)
BANK OF MILLBROOK
38	PO BOX AF3262 FRANKLIN AVENUE	MILLBROOK	NY	12545	$5,000	Yes (X)
ERIC W ROBERTS FUND
39	FIDELITY CHARITABLE/PO BOX 70001	CINCINATTI	OH	45277	$5,000	Yes (X)
KRAUS FAMILY FOUNDATION
40	720 PARK AVE APT 7A	NEW YORK	NY	10021	$5,000	Yes (X)
MONTFORT BROTHERS INC
41	44 ELM STREET	FISHKILL	NY	12524	$5,000	Yes (X)
JOHNSON - STILLMAN FAMILY FOUNDATION
42	165 TOWNSHIP LINE ROAD SUITE 1200	JENKINTOWN	PA	19046	$5,000	Yes (X)
THE CHILDREN'S TRUST
43	610 FIFTH AVENUE	NEW YORK	NY	10020	$5,000	Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	CategoryTxt
Amt	$40,875	Amt
Net Investment Income	$13,625	NetInvestmentIncomeAmt
Adjusted Net Income	$13,625	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$13,625	DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (345 entries)

PropertyPropertyDesc	AcquiredAcquiredDt	Cost Or Other BasisCostOrOtherBasisAmt	Computation MethodComputationMethodTxt	RtRt	Current Year ExpenseCurrentYearExpenseAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt	Prior Year DepreciationPriorYearDepreciationAmt	LifeLifeRt
LAND	1938-06-23	$3,523,858	NC	0.000000000000	$0	$0	$0
LAND - RENTAL PROPERTY	1938-06-23	$219,500	NC	0.000000000000	$0	$0	$0
TREES FOR ALLEE REPLACEMENT	2016-05-31	$14,809	SL		$592	$0	$0	$4,486	25.000000000000
TREE REPLENISHMENT	2018-11-19	$10,130	SL		$405	$0	$0	$2,060	25.000000000000
FARM MANAGERS HOUSE	1989-06-30	$402,500	SL		$0	$0	$0	$402,500	25.000000000000
SUPERVISIORS HOUSE	1989-06-30	$272,000	SL		$0	$0	$0	$272,000	25.000000000000
ERICKSON HOUSE	1989-06-30	$280,500	SL		$0	$0	$0	$280,500	25.000000000000
COTTAGE #1	1989-06-30	$254,000	SL		$0	$0	$0	$254,000	25.000000000000
FENCING	1989-06-30	$4,200	SL		$0	$0	$0	$4,200	7.000000000000
RESTORATION FARM BLDG	1989-11-30	$37,916	SL		$0	$0	$0	$37,916	25.000000000000
WELL	1990-12-15	$10,564	SL		$0	$0	$0	$10,564	25.000000000000
SCALE	1993-03-31	$2,900	SL		$0	$0	$0	$2,900	7.000000000000
PIPE	1994-12-31	$6,109	SL		$0	$0	$0	$6,109	25.000000000000
MALLOY HOUSE	1996-04-30	$6,250	SL		$0	$0	$0	$6,250	25.000000000000
TOOL SHED	1997-12-17	$89,806	SL		$0	$0	$0	$89,806	25.000000000000
SIDING - TENNANT HOUSE	2000-04-01	$10,950	SL		$438	$0	$0	$10,403	25.000000000000
BARN ROOF	2001-11-09	$28,765	SL		$1,151	$0	$0	$25,505	25.000000000000
FIBER CABLING	2001-10-02	$5,173	SL		$207	$0	$0	$4,604	25.000000000000
WATER HYDRANT	2002-09-05	$3,788	SL		$152	$0	$0	$3,232	25.000000000000
ROOF REPAIRS	2002-09-05	$10,555	SL		$422	$0	$0	$9,007	25.000000000000
BOILER - MANAGER	2002-11-25	$5,705	SL		$228	$0	$0	$4,811	25.000000000000
ROOFING - ST GEORGE	2002-12-19	$6,725	SL		$269	$0	$0	$5,649	25.000000000000
HAY BARN	2003-12-18	$90,950	SL		$3,638	$0	$0	$72,760	25.000000000000
REFURN TANK	2004-11-09	$74,810	SL		$2,992	$0	$0	$57,354	25.000000000000
BARN ROOF	2004-08-16	$14,900	SL		$596	$0	$0	$11,572	25.000000000000
REBUILD MANAGER HOUSE ROOF	2004-11-09	$12,145	SL		$486	$0	$0	$9,311	25.000000000000
SIDING - WHITEHEAD	2004-09-29	$6,520	SL		$261	$0	$0	$5,020	25.000000000000
BATHROOM WHITEHEAD	2008-01-07	$4,725	SL		$189	$0	$0	$3,024	25.000000000000
BATHROOM WHITEHEAD	2008-02-28	$4,558	SL		$182	$0	$0	$2,887	25.000000000000
FARM HOUSE - FLOORS	2008-03-10	$2,250	SL		$90	$0	$0	$1,425	25.000000000000
TANK	2009-06-05	$5,846	SL		$162	$0	$0	$5,684	15.000000000000
REMOVAL OF OIL TANK	2010-12-14	$4,199	SL		$168	$0	$0	$2,198	25.000000000000
BATHROOM - MANAGER HOUSE	2011-03-10	$7,225	SL		$289	$0	$0	$3,709	25.000000000000
BATHROOM - SHELDON	2012-02-21	$8,750	SL		$350	$0	$0	$4,142	25.000000000000
ROOF - SHELDON	2012-04-02	$14,700	SL		$588	$0	$0	$6,909	25.000000000000
REFRIGERATOR	2013-07-26	$1,008	SL		$0	$0	$0	$1,008	10.000000000000
SCHOOL HOUSE RENOVATIONS	2016-04-14	$18,350	SL		$918	$0	$0	$7,111	20.000000000000
VINYL REPLACEMENTS	2015-12-08	$5,750	SL		$144	$0	$0	$1,162	40.000000000000
WATER TANK (REFURBISH)	2016-05-31	$69,271	SL		$3,464	$0	$0	$26,265	20.000000000000
ELECTRICAL POLES (8) REPLACE	2016-07-12	$20,450	SL		$1,023	$0	$0	$7,669	20.000000000000
186 PUGSLEY REPAIRS & PAINTING	2017-11-01	$48,969	SL		$2,448	$0	$0	$15,099	20.000000000000
ADDITIONAL REPAIRS 186 PH	2017-11-21	$2,585	SL		$129	$0	$0	$786	20.000000000000
MULTIPLE PUMP REPAIRS	2017-12-05	$5,143	SL		$257	$0	$0	$1,564	20.000000000000
GUTTERS AND DOWNSPOUT REPAIRS 186 PH	2018-01-03	$1,684	SL		$84	$0	$0	$505	20.000000000000
TREE REPLENISHMENT	2018-04-03	$47,938	SL		$2,397	$0	$0	$13,782	20.000000000000
CHIMNEY REPAIRS 243 PH	2018-04-20	$10,220	SL		$511	$0	$0	$2,896	20.000000000000
CHIMNEY REPAIRS 186 PH	2018-04-20	$22,300	SL		$1,115	$0	$0	$6,318	20.000000000000
CHIMNEY REPAIRS 247 PH	2018-04-20	$11,485	SL		$574	$0	$0	$3,254	20.000000000000
TREE REPLENISHMENT BALANCE	2018-05-22	$47,938	SL		$2,397	$0	$0	$13,383	20.000000000000
WATER ACCESS FOR HORSES	2018-09-02	$7,354	SL		$368	$0	$0	$1,961	20.000000000000
PADDOCK FENCING REPAIRS	2019-10-24	$5,600	SL		$800	$0	$0	$3,333	7.000000000000
CHIMNEY REPAIRS 214 PH	2020-08-31	$11,646	SL		$466	$0	$0	$1,553	25.000000000000
WOOD SHED (CFCM)	2022-08-09	$14,264	SL		$571	$0	$0	$808	25.000000000000
REPAIRS AND PAINTING FOR BARN	2024-09-09	$30,290	SL		$505	$0	$0		20.000000000000
GREENHOUSE, POOL, LANDSCAPING	1989-06-30	$100,000	SL		$0	$0	$0	$100,000	25.000000000000
GARDEN LIGHTING	1989-07-31	$4,532	SL		$0	$0	$0	$4,532	25.000000000000
FILLIN POOL	1990-11-15	$24,652	SL		$0	$0	$0	$24,652	25.000000000000
RESTROOMS	1991-07-31	$16,889	SL		$0	$0	$0	$16,889	25.000000000000
FENCING	1994-12-31	$4,829	SL		$0	$0	$0	$4,829	7.000000000000
GREENHOUSE WINDOW GLAZING	2001-02-15	$41,320	SL		$1,653	$0	$0	$37,739	25.000000000000
SIDING FOR GREENHOUSE	2001-07-31	$11,200	SL		$448	$0	$0	$10,043	25.000000000000
BOILER	2002-11-25	$5,705	SL		$228	$0	$0	$4,811	25.000000000000
GARDENER KITCHEN	2008-01-11	$12,792	SL		$512	$0	$0	$8,187	25.000000000000
GARDENERS KITCHEN	2008-01-23	$4,394	SL		$176	$0	$0	$2,797	25.000000000000
330 GAL TANK	2008-04-16	$3,276	SL		$131	$0	$0	$2,053	25.000000000000
KARLS KITCHEN	2008-04-28	$3,408	SL		$136	$0	$0	$2,136	25.000000000000
ELECTRIC - KARLS KITCHEN	2008-03-27	$1,722	SL		$69	$0	$0	$1,085	25.000000000000
KITCHEN CABINETS	2008-01-28	$560	SL		$22	$0	$0	$357	25.000000000000
ROTH OIL TANK	2015-07-01	$3,997	SL		$160	$0	$0	$1,359	25.000000000000
TREE REPLENISHMENT	2018-04-03	$12,538	SL		$502	$0	$0	$2,884	25.000000000000
ASST GARDEN MGRS HOUSE-REPAIRS	2018-04-20	$11,050	SL		$442	$0	$0	$2,505	25.000000000000
GARDEN MGR HOUSE - REPAIRS	2018-04-20	$12,950	SL		$518	$0	$0	$2,935	25.000000000000
NAIAD & REFLECTING POOL CONCRETE WORK	2018-05-17	$5,433	SL		$272	$0	$0	$1,517	20.000000000000
TREE REPLENISHMENT BALANCE	2018-05-21	$12,538	SL		$502	$0	$0	$2,800	25.000000000000
PEACOCK WALK STONE RESTORATION	2020-01-15	$37,737	SL		$1,887	$0	$0	$7,547	20.000000000000
GARDEN GATE REPLACEMENT	2020-04-21	$5,736	SL		$229	$0	$0	$841	25.000000000000
PINE TERRACE BLUE STONE (BOSCARDIN)	2021-05-25	$19,774	SL		$989	$0	$0	$2,554	20.000000000000
GREENHOUSE ROOF IMPROVEMENTS	2021-04-19	$3,500	SL		$175	$0	$0	$467	20.000000000000
BEECH TUNNEL IMPROVEMENT	2021-05-17	$6,280	SL		$419	$0	$0	$1,082	15.000000000000
GREENHOUSE DOOR & FRAME	2021-10-20	$2,710	SL		$136	$0	$0	$294	20.000000000000
GARDEN TUNNEL PROJECT (INFINITY)	2022-10-16	$84,200	SL		$3,368	$0	$0	$4,210	25.000000000000
MAIN HOUSE	1989-06-30	$1,697,000	SL		$42,425	$0	$0	$1,463,663	40.000000000000
MAIN HOUSE RESTORATION	1989-11-30	$27,467	SL		$687	$0	$0	$23,404	40.000000000000
PORCH RESTORATION	1990-03-31	$5,978	SL		$0	$0	$0	$5,978	25.000000000000
CONDUIT FOR WIRING	1990-03-31	$10,060	SL		$0	$0	$0	$10,060	25.000000000000
PLUMBING	1990-04-30	$2,726	SL		$0	$0	$0	$2,726	25.000000000000
FUEL TANK	1990-11-15	$2,138	SL		$0	$0	$0	$2,138	25.000000000000
FIRE & ALARM SYSTEM	1991-05-15	$167,287	SL		$0	$0	$0	$167,287	25.000000000000
SEPTIC SYSTEM	1991-03-15	$11,007	SL		$0	$0	$0	$11,007	25.000000000000
ART STORAGE ROOM CONST	1991-09-30	$10,600	SL		$279	$0	$0	$8,996	38.000000000000
FIRE & ALARM SYSTEM	1991-10-31	$341,912	SL		$0	$0	$0	$341,912	25.000000000000
REFINISH PARKING LOR	1991-05-31	$7,851	SL		$0	$0	$0	$7,851	10.000000000000
RESTROOM & PUMP HOUSE	1991-08-31	$93,302	SL		$0	$0	$0	$93,302	25.000000000000
RESTORATION ON MAIN HOUSE	1992-02-29	$162,610	SL		$4,279	$0	$0	$136,222	38.000000000000
ASBESTOS REMOVAL	1992-02-29	$97,129	SL		$2,556	$0	$0	$81,367	38.000000000000
HOUSE WINDOW BUBBLE	1992-03-31	$2,097	SL		$0	$0	$0	$2,097	25.000000000000
FIRE & ALARM SYSTEM	1992-07-31	$29,312	SL		$0	$0	$0	$29,312	25.000000000000
PLUMBING	1992-07-31	$3,206	SL		$0	$0	$0	$3,206	25.000000000000
HOUSE RESTORATION - MAIN	1992-07-31	$3,236	SL		$85	$0	$0	$2,675	38.000000000000
FENCING	1992-09-01	$10,322	SL		$0	$0	$0	$10,322	7.000000000000
PLUMBING	1992-10-01	$29,675	SL		$0	$0	$0	$29,675	25.000000000000
FIRE AND ALARM	1992-10-01	$3,143	SL		$0	$0	$0	$3,143	25.000000000000
BULLETPROOF GLASS	1992-11-15	$15,300	SL		$0	$0	$0	$15,300	25.000000000000
HOUSE RESTORATION - MAIN	1992-10-01	$104,100	SL		$2,739	$0	$0	$85,608	38.000000000000
FIRE & ALARM SYSTEM	1993-10-31	$54,795	SL		$0	$0	$0	$54,795	25.000000000000
RESTORATION - MAIN	1993-10-31	$88,158	SL		$2,449	$0	$0	$73,873	36.000000000000
RESTORATION - MAIN	1995-10-31	$12,196	SL		$348	$0	$0	$9,814	35.000000000000
OIL TANK - BOILER	1996-04-03	$3,615	SL		$0	$0	$0	$3,615	1.000000000000
RESTORATION - MAIN HOUSE	1996-08-31	$11,654	SL		$333	$0	$0	$9,101	35.000000000000
RESTORATION - MAIN HOUSE	1996-11-21	$23,781	SL		$679	$0	$0	$18,402	35.000000000000
FIRE & ALARM	1997-04-15	$15,018	SL		$0	$0	$0	$15,018	25.000000000000
RESTORATION MAIN	1997-06-27	$17,802	SL		$509	$0	$0	$13,479	35.000000000000
FURNACE - MAIN	1997-12-31	$5,639	SL		$0	$0	$0	$5,639	25.000000000000
ELECTRICAL WORK	1998-03-11	$37,466	SL		$0	$0	$0	$37,466	25.000000000000
UPGRADE PLUMBING	1998-04-02	$11,439	SL		$0	$0	$0	$11,439	25.000000000000
FARM - HOUSE SIDING	1998-07-31	$6,125	SL		$0	$0	$0	$6,125	25.000000000000
HOUSE SIDING	1998-08-31	$2,250	SL		$0	$0	$0	$2,250	25.000000000000
DUFFY CONTRACTING	1998-12-21	$15,000	SL		$0	$0	$0	$15,000	25.000000000000
GUTTERS - MAIN HOUSE	1998-12-31	$4,393	SL		$0	$0	$0	$4,393	25.000000000000
DUFFY LAYTON - CONSTRUCTION	1999-04-14	$10,500	SL		$105	$0	$0	$10,395	25.000000000000
UPGRADE TO SEC & ALARM	1999-10-06	$78,310	SL		$2,349	$0	$0	$75,961	25.000000000000
INSTALL FIBER OPTIC	2001-10-23	$6,466	SL		$259	$0	$0	$5,733	25.000000000000
FIRE SUPPRESSION SYSTEM	2002-11-02	$2,600	SL		$104	$0	$0	$2,201	25.000000000000
COPPER GUTTERS	2003-07-29	$29,970	SL		$1,199	$0	$0	$24,476	25.000000000000
WELL PUMP	2005-11-28	$7,387	SL		$295	$0	$0	$5,343	25.000000000000
ROOF AND HOUSE REPAIRS	2006-10-20	$25,500	SL		$1,020	$0	$0	$17,510	25.000000000000
FURNACE AND WATER TREATMENT	2007-12-31	$7,650	SL		$306	$0	$0	$4,896	25.000000000000
CIA SECURITY SYSTEM	2007-10-09	$75,705	SL		$3,028	$0	$0	$49,208	25.000000000000
INSTALL OF SEC SYSTEM	2008-03-14	$44,588	SL		$0	$0	$0	$44,588	10.000000000000
INSTALL MAIN HOUSE SEC SYS	2008-04-04	$52,529	SL		$0	$0	$0	$52,529	10.000000000000
TANK REMOVAL	2008-04-16	$22,882	SL		$915	$0	$0	$14,339	25.000000000000
INSTAL TANK	2008-04-16	$5,946	SL		$238	$0	$0	$3,726	25.000000000000
5 TON AC SYSTEM	2008-06-24	$10,819	SL		$541	$0	$0	$8,385	20.000000000000
INSTALL TANNK - KILLOUSH	2010-04-16	$4,590	SL		$306	$0	$0	$4,182	15.000000000000
CAST IRON BOILERS	2010-03-31	$38,750	SL		$1,550	$0	$0	$21,313	25.000000000000
REPLACE GUEST HOUSE ROOF	2012-07-12	$13,500	SL		$675	$0	$0	$7,763	20.000000000000
REPLACE CLAY ROOF TILES	2012-10-02	$9,300	SL		$465	$0	$0	$5,231	20.000000000000
PLUMBING WINDOWS	2015-04-30	$53,495	SL		$2,675	$0	$0	$23,181	20.000000000000
GLORIATTE ROOM RENOVATIONS	2015-05-12	$11,948	SL		$597	$0	$0	$5,177	20.000000000000
MAIN HOUSE BATHROOM RENOVATION	2016-04-19	$10,208	SL		$510	$0	$0	$3,913	20.000000000000
MAIN HOUSE BATH TILING	2016-05-31	$5,134	SL		$257	$0	$0	$1,947	20.000000000000
ROOF REPAIRS & PAINTING	2016-06-07	$20,000	SL		$1,000	$0	$0	$7,583	20.000000000000
FIRE ALARM CONVERSION	2017-10-01	$25,900	SL		$1,295	$0	$0	$8,094	20.000000000000
REPAIR MAIN DRAIN	2018-01-03	$17,500	SL		$875	$0	$0	$5,250	20.000000000000
SECURITY SYSTEM	2018-01-03	$7,553	SL		$378	$0	$0	$2,266	20.000000000000
REPAIR MAIN DRAIN	2018-02-13	$17,500	SL		$875	$0	$0	$5,177	20.000000000000
CAMERA SYSTEM	2018-03-20	$4,190	SL		$210	$0	$0	$1,205	20.000000000000
INTRUSION SYSTEM	2018-03-20	$18,662	SL		$933	$0	$0	$5,365	20.000000000000
REPAIR MAIN DRAIN - EXCAVATION	2018-04-06	$7,150	SL		$358	$0	$0	$2,056	20.000000000000
REPAIR MAIN DRAIN	2018-04-06	$15,250	SL		$763	$0	$0	$4,384	20.000000000000
GUTTERS - PARTIAL REPLACEMENT FROM STORM DAMA	2018-05-17	$18,050	SL		$722	$0	$0	$4,031	25.000000000000
COBBLESTONES CIRCLE DRIVE	2018-06-08	$39,615	SL		$1,981	$0	$0	$11,059	20.000000000000
REPAIR MAIN DRAIN - COMPLETION	2018-06-15	$2,250	SL		$113	$0	$0	$628	20.000000000000
GRAPE ARBOR RESTORATION	2018-06-20	$7,080	SL		$708	$0	$0	$3,894	10.000000000000
MAIN HOUSE ROOF REPAIR	2021-04-19	$17,640	SL		$882	$0	$0	$2,352	20.000000000000
CONCRETE SLAB	2021-10-05	$1,900	SL		$127	$0	$0	$285	15.000000000000
TEKMAR 274 BOILER	2022-04-06	$5,334	SL		$356	$0	$0	$622	15.000000000000
88 WETHERSFIELD WAY - WELL PUMP REPLACEMENT MAIN HOUSE	2024-03-05	$3,262	SL		$109	$0	$0		25.000000000000
GRAPE ARBOR WALL CONSTUCTION AND REPAIRS	2024-10-31	$118,384	SL		$987	$0	$0		20.000000000000
SIDING FOR TENNANT HOUSE	2001-11-09	$4,600	SL		$184	$0	$0	$4,079	25.000000000000
FURNANCE	2006-12-20	$5,126	SL		$205	$0	$0	$3,486	25.000000000000
WELL PUMP	2007-09-10	$2,178	SL		$87	$0	$0	$1,423	25.000000000000
SCHOOL HOUSE RENOVATION	2015-06-11	$15,759	SL		$394	$0	$0	$3,382	40.000000000000
CHIMNEY REPAIRS 713 BA	2017-08-09	$7,500	SL		$300	$0	$0	$1,925	25.000000000000
BUILDING REPAIRS 713 BA	2017-10-23	$12,962	SL		$518	$0	$0	$3,197	25.000000000000
BUILDING REPAIRS 713 BA	2017-12-07	$25,224	SL		$1,009	$0	$0	$6,138	25.000000000000
GUTTERS & ADDITIONAL REPAIRS	2018-01-03	$6,003	SL		$240	$0	$0	$1,440	25.000000000000
WINDOW REPLACEMENT 247PH	2020-07-20	$6,650	SL		$266	$0	$0	$909	25.000000000000
ROOF - SCHOOLHOUSE 270PH	2021-12-21	$7,048	SL		$352	$0	$0	$705	20.000000000000
ENTRY DOOR SLAB - 246 PH	2021-07-12	$2,545	SL		$93	$0	$0	$231	27.500000000000
WINDOW REPLACEMENTS	2022-05-10	$6,112	SL		$244	$0	$0	$407	25.000000000000
OVERHEAD DOORS	2022-08-19	$3,908	SL		$156	$0	$0	$208	25.000000000000
CARRIAGE HOUSE - ROOF	2023-07-14	$25,780	SL		$661	$0	$0	$331	39.000000000000
214 PUGSLY HOUSE - GUTTERS	2023-12-05	$9,434	SL		$242	$0	$0	$20	39.000000000000
257 PUGSLY HOUSE - FLU RESTORATION	2023-08-14	$5,489	SL		$141	$0	$0	$59	39.000000000000
246 PUGSLEY HOUSE - BOILER	2023-02-07	$8,742	SL		$224	$0	$0	$205	39.000000000000
DISHWASHER - 60 WETHERSFIELD WAY	2024-10-20	$1,035	SL		$17	$0	$0		10.000000000000
FRIDGE - 60 WETHERSFIELD WAY	2024-10-30	$2,116	SL		$35	$0	$0		10.000000000000
STONE STABLE BUILDING	1989-06-30	$400,000	SL		$10,000	$0	$0	$345,000	40.000000000000
BUILDING RESTORATION	1989-11-30	$17,235	SL		$431	$0	$0	$14,685	40.000000000000
WELL	1991-01-15	$3,913	SL		$0	$0	$0	$3,913	25.000000000000
NEW WINDOWS	1991-03-15	$7,749	SL		$0	$0	$0	$7,749	25.000000000000
CARRIAGE HOUSE RENOVATION	1994-05-17	$7,500	SL		$0	$0	$0	$7,500	25.000000000000
STABLE RENOVATION	1994-12-31	$104,120	SL		$0	$0	$0	$104,120	25.000000000000
STABLE RENOVATION	1995-04-30	$31,068	SL		$0	$0	$0	$31,068	25.000000000000
STABLE RENOVATION	1995-05-01	$20,555	SL		$0	$0	$0	$20,555	25.000000000000
STABLE RENOVATION	1995-10-31	$636,212	SL		$0	$0	$0	$636,212	25.000000000000
CARRIAGE HOUSE RESTORATION	1996-04-15	$78,859	SL		$0	$0	$0	$78,859	25.000000000000
STABLE RENOVATION	1996-05-01	$56,283	SL		$0	$0	$0	$56,283	25.000000000000
STABLE RESTORATION	1996-08-31	$112,748	SL		$0	$0	$0	$112,748	25.000000000000
CARRIAGE HOUSE RESTORATION	1997-02-24	$8,437	SL		$0	$0	$0	$8,437	25.000000000000
STABLE RENOVATION	1997-09-23	$3,315	SL		$0	$0	$0	$3,315	25.000000000000
STABLE RENOVATION	1998-01-20	$44,826	SL		$0	$0	$0	$44,826	25.000000000000
STABLE RENOVATION	1998-03-11	$1,398	SL		$0	$0	$0	$1,398	25.000000000000
WARMUP RING	2001-06-26	$14,600	SL		$0	$0	$0	$14,600	7.000000000000
INSTALL FIBER	2001-10-23	$1,293	SL		$52	$0	$0	$1,147	25.000000000000
ROOF - CARRIAGE HOUSE	2001-10-16	$20,966	SL		$839	$0	$0	$18,660	25.000000000000
STABLE APARTMENT	2004-04-15	$49,820	SL		$1,993	$0	$0	$39,358	25.000000000000
FENCING	2003-10-03	$7,920	SL		$0	$0	$0	$7,920	7.000000000000
UPGRADE TO STABLE APT	2004-12-07	$14,666	SL		$587	$0	$0	$11,195	25.000000000000
UPGRADE STABLE APT	2005-04-03	$18,427	SL		$737	$0	$0	$13,820	25.000000000000
COPPER STABLE ROOF	2005-05-01	$48,574	SL		$1,943	$0	$0	$36,268	25.000000000000
OIL TANK INSTALL	2010-04-16	$6,632	SL		$442	$0	$0	$6,042	15.000000000000
STABLE FURNACE	2012-11-11	$35,650	SL		$891	$0	$0	$9,952	40.000000000000
NEW FIRE SECURITY SYSTEM	2017-11-01	$19,200	SL		$960	$0	$0	$5,920	20.000000000000
2 AC CONDENSERS	2018-09-04	$9,350	SL		$623	$0	$0	$3,324	15.000000000000
RUGS	1989-06-30	$21,687	SL		$0	$0	$0	$21,687	10.000000000000
GAS RANGE	1989-10-31	$575	SL		$0	$0	$0	$575	10.000000000000
WATER HEATER	1989-11-30	$539	SL		$0	$0	$0	$539	10.000000000000
AIR CONDITIONER	1989-07-31	$7,231	SL		$0	$0	$0	$7,231	10.000000000000
FLOOR POLISHER	1990-04-15	$839	SL		$0	$0	$0	$839	7.000000000000
HYGROTHEMOGRAPH	1990-05-15	$623	SL		$0	$0	$0	$623	7.000000000000
FURNITURE FROM STILLMAN	1990-06-25	$17,685	SL		$0	$0	$0	$17,685	10.000000000000
RUGS	1990-07-15	$5,730	SL		$0	$0	$0	$5,730	10.000000000000
GENERATOR	1990-09-15	$34,034	SL		$0	$0	$0	$34,034	10.000000000000
TELEPHONE SYSTEM	1990-10-15	$27,647	SL		$0	$0	$0	$27,647	10.000000000000
MOTOROLA INTERCOM	1990-10-15	$10,282	SL		$0	$0	$0	$10,282	7.000000000000
MOTOROLA INTERCOM	1991-06-30	$3,115	SL		$0	$0	$0	$3,115	7.000000000000
TELEPHONE SYSTEM UPGRADE	1993-02-28	$10,363	SL		$0	$0	$0	$10,363	7.000000000000
TELEPHONE SYSTEM UPGRD	1995-02-23	$5,618	SL		$0	$0	$0	$5,618	7.000000000000
DESK, TABLES, CHAIRS	2001-06-22	$6,500	SL		$0	$0	$0	$6,500	10.000000000000
HUMIDIFIER	2002-05-31	$17,880	SL		$0	$0	$0	$17,879	10.000000000000
FIRE DETECTION SYSTEM	2002-10-17	$1,620	SL		$0	$0	$0	$1,620	10.000000000000
NEW FIRE SYSTEM	2002-10-28	$23,485	SL		$0	$0	$0	$23,485	10.000000000000
DELL COMPUTER	2012-07-03	$1,023	SL		$0	$0	$0	$1,023	5.000000000000
TABLE	2013-10-04	$500	SL		$0	$0	$0	$500	10.000000000000
OUTDOOR FURNITURE	2017-05-22	$8,540	SL		$854	$0	$0	$5,622	10.000000000000
MAHOGANY DINING ROOM FURNITURE RESTORATION	2019-04-30	$29,360	SL		$2,936	$0	$0	$13,701	10.000000000000
COUCH/ CHAIR/ TABLE STAFF LOUNGE	2024-02-23	$2,633	SL		$219	$0	$0		10.000000000000
DELL COMPUTER	2001-04-03	$1,687	SL		$0	$0	$0	$1,687	5.000000000000
CARPET OLD LYME OFFICE	2001-07-30	$3,635	SL		$0	$0	$0	$3,635	10.000000000000
COMPUTER - CT OFFICE	2001-12-08	$3,450	SL		$0	$0	$0	$3,450	10.000000000000
DELL COMPUTER	2001-11-26	$2,032	SL		$0	$0	$0	$2,032	5.000000000000
20" TV SET	2002-06-14	$1,961	SL		$0	$0	$0	$1,961	5.000000000000
TELEPHONE SYSTEM	2002-12-06	$7,066	SL		$0	$0	$0	$7,066	5.000000000000
DELL COMPUTER	2003-02-03	$1,246	SL		$0	$0	$0	$1,246	5.000000000000
OFFICE FURNITURE	2003-02-13	$3,948	SL		$0	$0	$0	$3,948	10.000000000000
OFFICE FURNITURE	2003-03-10	$5,254	SL		$0	$0	$0	$5,254	10.000000000000
TABLES CHAIRS BOOKCASE	1990-09-15	$4,118	SL		$0	$0	$0	$4,118	10.000000000000
FAX MACHINE	1991-01-15	$650	SL		$0	$0	$0	$650	5.000000000000
PRINTER	1992-05-31	$2,400	SL		$0	$0	$0	$2,400	5.000000000000
MINOLTA COPIER	1995-04-06	$4,006	SL		$0	$0	$0	$4,006	5.000000000000
2 COLOR LITHOGRAPHS	1990-06-25	$300	SL		$0	$0	$0	$300	5.000000000000
COLOR LITHO SCHOONER	1990-06-25	$350	SL		$0	$0	$0	$350	10.000000000000
DICTATING EQUIPMENT	1991-03-15	$607	SL		$0	$0	$0	$607	10.000000000000
FAX MACHINE	1991-04-15	$1,000	SL		$0	$0	$0	$1,000	5.000000000000
DELL COMPUTER	1997-05-15	$8,444	SL		$0	$0	$0	$8,444	5.000000000000
COMPUTER	1999-05-04	$2,059	SL		$0	$0	$0	$2,059	10.000000000000
COMPUTER - MAIN HOUSE	2002-10-28	$2,927	SL		$0	$0	$0	$2,927	10.000000000000
SONY COMPUTER	2008-04-24	$2,100	SL		$0	$0	$0	$2,100	5.000000000000
SONY COMPUTER	2009-05-07	$3,130	SL		$0	$0	$0	$3,130	5.000000000000
HP LASER JET	2013-07-01	$1,460	SL		$0	$0	$0	$1,460	10.000000000000
OPTIPLEX 9020	2014-06-23	$2,618	SL		$131	$0	$0	$2,487	10.000000000000
COMPUTER SERVER/SETUP	2022-08-01	$18,479	SL		$2,640	$0	$0	$3,740	7.000000000000
USED HARROW	1990-01-15	$650	SL		$0	$0	$0	$650	5.000000000000
YORKRAKE	1990-04-15	$3,054	SL		$0	$0	$0	$3,054	5.000000000000
DIGGER	1990-04-15	$711	SL		$0	$0	$0	$711	7.000000000000
APPLIANCES - DIRECTOR	1990-02-15	$3,711	SL		$0	$0	$0	$3,711	7.000000000000
APPLIANCES - DIR HOUSE	1990-05-15	$680	SL		$0	$0	$0	$680	7.000000000000
1998 DODGE DAKOTA	1990-06-25	$7,625	SL		$0	$0	$0	$7,625	5.000000000000
HAY ELEVATOR	1991-07-15	$550	SL		$0	$0	$0	$550	7.000000000000
3 HAY WAGON	1991-07-15	$1,800	SL		$0	$0	$0	$1,800	7.000000000000
HAYBINE	1990-07-15	$10,879	SL		$0	$0	$0	$10,879	7.000000000000
SNOWPLOW	1990-12-15	$2,008	SL		$0	$0	$0	$2,008	7.000000000000
JOHN DEERE BALER	1991-04-26	$16,042	SL		$0	$0	$0	$16,042	7.000000000000
FARM RADIO	1992-02-29	$975	SL		$0	$0	$0	$975	7.000000000000
BACK HOE	1993-01-31	$5,500	SL		$0	$0	$0	$5,500	7.000000000000
JD HAYBINE	1994-03-31	$4,000	SL		$0	$0	$0	$4,000	7.000000000000
PLOW	1994-12-31	$5,000	SL		$0	$0	$0	$5,000	7.000000000000
SNOW BLOWER	1996-01-31	$3,814	SL		$0	$0	$0	$3,814	7.000000000000
LAWN MOWER	1995-08-31	$495	SL		$0	$0	$0	$495	7.000000000000
TRACTOR	1996-03-31	$21,900	SL		$0	$0	$0	$21,900	5.000000000000
VAN	1996-08-14	$17,707	SL		$0	$0	$0	$17,707	5.000000000000
TRACTOR	1997-04-15	$9,970	SL		$0	$0	$0	$9,970	5.000000000000
JD SKID STEER	1997-06-30	$20,985	SL		$0	$0	$0	$20,985	7.000000000000
JD LAWN MOWER	1997-06-30	$7,685	SL		$0	$0	$0	$7,685	7.000000000000
SNOW PLOW	1997-11-30	$2,700	SL		$0	$0	$0	$2,700	7.000000000000
ROTOTILLER	1998-05-31	$799	SL		$0	$0	$0	$799	5.000000000000
SPREADER	1998-09-30	$2,295	SL		$0	$0	$0	$2,295	5.000000000000
HAY RAKE	2000-02-21	$15,117	SL		$0	$0	$0	$15,117	5.000000000000
CHEVY PICKUP	2000-06-02	$17,450	SL		$0	$0	$0	$17,450	5.000000000000
WELL PUMP	2000-07-11	$4,845	SL		$0	$0	$0	$4,845	7.000000000000
YAHMAHA GOLF CART	2001-03-12	$1,900	SL		$0	$0	$0	$1,900	7.000000000000
GARDEN TRACTOR	2001-11-26	$7,399	SL		$0	$0	$0	$7,399	7.000000000000
GARDEN TRACTOR	2002-05-31	$17,352	SL		$0	$0	$0	$17,352	7.000000000000
CHEVY SILVERADO	2003-02-28	$36,384	SL		$0	$0	$0	$36,384	5.000000000000
CHEVY SILVERADO 350	2003-02-28	$41,101	SL		$0	$0	$0	$41,101	7.000000000000
SNOWBLOWER	2003-03-13	$3,700	SL		$0	$0	$0	$3,700	7.000000000000
BATWING	2003-10-09	$9,500	SL		$0	$0	$0	$9,500	7.000000000000
OIL TANK	2003-08-15	$1,785	SL		$0	$0	$0	$1,785	7.000000000000
REAR TRACTOR BLADE	2004-03-31	$2,675	SL		$0	$0	$0	$2,675	7.000000000000
JOHN DEERE TRACTOR	2004-01-31	$70,115	SL		$0	$0	$0	$70,115	7.000000000000
2005 CHEVY AVALANCHE	2004-10-08	$36,389	SL		$0	$0	$0	$36,389	7.000000000000
SQUARE BALER	2005-05-23	$23,600	SL		$0	$0	$0	$23,600	7.000000000000
SNOW PLOW	2006-11-28	$4,000	SL		$0	$0	$0	$4,000	5.000000000000
HARROW AND SCRAPPER	2007-03-18	$8,600	SL		$0	$0	$0	$8,600	5.000000000000
GENIE LIFT	2007-08-04	$40,746	SL		$0	$0	$0	$40,746	5.000000000000
1983 CHEVY TRUCK	2008-04-30	$2,500	SL		$0	$0	$0	$2,500	5.000000000000
FORD TRACTOR	2008-04-30	$4,972	SL		$0	$0	$0	$4,972	5.000000000000
1998 TOYOTA	2008-04-30	$1,000	SL		$0	$0	$0	$1,000	5.000000000000
USED TRUCK	2009-09-30	$1,500	SL		$0	$0	$0	$1,500	5.000000000000
POLY SANDER	2013-10-25	$4,395	SL		$0	$0	$0	$4,395	10.000000000000
2011 TOYOTA TACOMA	2014-01-31	$18,777	SL		$0	$0	$0	$18,777	5.000000000000
TRACTOR	2014-05-12	$5,115	SL		$170	$0	$0	$4,945	10.000000000000
2014 CHEVY SILVERADO	2014-05-29	$37,277	SL		$1,553	$0	$0	$35,724	10.000000000000
YAMAHA EFI GREEN GOLF CART	2017-05-22	$6,150	SL		$366	$0	$0	$5,784	7.000000000000
TRANSMISSION FOR JOHN DEERE TRACTOR 6420	2020-06-16	$13,970	SL		$2,794	$0	$0	$9,779	5.000000000000
WATER PUMP - FARM WELL	2021-05-10	$3,489	SL		$498	$0	$0	$1,329	7.000000000000
DAB BOOSTER PUMP - FARM	2021-06-30	$6,498	SL		$928	$0	$0	$2,321	7.000000000000
EQUIPMENT	2022-07-05	$15,299	SL		$2,186	$0	$0	$3,278	7.000000000000
2017 HONDA UTV PURCHASE	2024-10-01	$6,000	SL		$300	$0	$0		5.000000000000
POOL COVERS	1989-10-30	$3,358	SL		$0	$0	$0	$3,358	7.000000000000
STATUE COVERS	1989-10-31	$2,663	SL		$0	$0	$0	$2,663	7.000000000000
FURNACE	1990-11-15	$8,731	SL		$0	$0	$0	$8,731	25.000000000000
WOOD CHIPPER	1991-04-15	$6,000	SL		$0	$0	$0	$6,000	7.000000000000
TENT FOR GARDENS	1991-05-31	$790	SL		$0	$0	$0	$790	7.000000000000
TORO WEED EATER	1992-04-30	$390	SL		$0	$0	$0	$390	7.000000000000
GAS PUMP	1992-04-30	$700	SL		$0	$0	$0	$700	7.000000000000
FLAIL MOWER	1992-07-31	$2,475	SL		$0	$0	$0	$2,475	7.000000000000
CIRCULAR PUMP	1994-07-31	$2,239	SL		$0	$0	$0	$2,239	7.000000000000
LAWN MOWER	1996-05-31	$1,678	SL		$0	$0	$0	$1,678	7.000000000000
LAWN MOWER	1996-09-30	$1,500	SL		$0	$0	$0	$1,500	7.000000000000
JD 425 LAWN MOWER	1998-06-30	$7,695	SL		$0	$0	$0	$7,695	5.000000000000
WEED WACKER	1998-06-30	$674	SL		$0	$0	$0	$674	7.000000000000
BURNER	1998-09-30	$1,364	SL		$0	$0	$0	$1,364	7.000000000000
REFRIGERATOR	1998-09-30	$806	SL		$0	$0	$0	$806	7.000000000000
AIREATOR	2002-04-22	$1,970	SL		$0	$0	$0	$1,970	7.000000000000
OUTDOOR WOOD BOLIER	2007-10-15	$17,761	SL		$0	$0	$0	$17,761	15.000000000000
LAWN MOWER	2010-07-12	$9,947	SL		$0	$0	$0	$9,947	5.000000000000
COMPRESSOR	2012-11-21	$500	SL		$0	$0	$0	$500	10.000000000000
GARDEN TRACTOR	2013-11-01	$9,257	SL		$0	$0	$0	$9,257	10.000000000000
MID MOWER	2013-11-01	$1,432	SL		$0	$0	$0	$1,432	10.000000000000
FORD F250	2014-01-31	$30,854	SL		$0	$0	$0	$30,854	5.000000000000
UTV - WORKMAN GTX	2023-05-22	$15,432	SL		$1,286	$0	$0	$750	12.000000000000
14 IN. BATTERY CHAINSAW	2024-08-09	$630	SL		$38	$0	$0		7.000000000000
CORDLESS BLOWER	2024-08-09	$269	SL		$16	$0	$0		7.000000000000
2019 FORD F350 VIN 24894	2019-10-18	$51,334	SL		$8,556	$0	$0	$42,778	5.000000000000
2018 POLARIS RANGER 900XP	2020-01-30	$9,895	SL		$1,979	$0	$0	$7,751	5.000000000000
M&H EQUIPMENT SERVICE REPLACED ENGINE	2024-01-03	$3,324	SL		$475	$0	$0		7.000000000000
MISC EQUIP - STILLMAN ESTATE	1990-06-25	$33,900	SL		$0	$0	$0	$33,900	7.000000000000
GENERATOR	1991-02-15	$13,621	SL		$0	$0	$0	$13,621	10.000000000000
TRACTOR	1993-04-15	$50,250	SL		$0	$0	$0	$50,250	7.000000000000
NEW CARRIAGE HARNESS	2000-08-17	$2,983	SL		$0	$0	$0	$2,983	7.000000000000
HOUGHTON MODEL 10 CART	2001-03-12	$1,000	SL		$0	$0	$0	$1,000	7.000000000000
STEEL DUMP BODY	2013-07-01	$7,440	SL		$0	$0	$0	$7,440	10.000000000000

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (28 entries)

BondBondNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
AIR LEASE CORP FR 45000 SHRS	$45,095	$45,095
AMERICAN EXPRESS CREDIT 115000 SHRS	$114,489	$114,489
AMERICAN TOWER CORP 20000 SHRS	$19,228	$19,228
ANALOG DEVICES INC 50000 SHRS	$44,881	$44,881
BROADCOM INC SR NT 45000 SHRS	$43,516	$43,516
CARRIER GLOBAL CORPORATION 45000 SHRS	$44,820	$44,820
CITIGROUP INC 45000 SHRS	$43,762	$43,762
CLOROX CO 45000 SHRS	$44,296	$44,296
COMCAST CORPORATION 27000 SHRS	$25,053	$25,053
CROWN CASTLE INTERNATIONAL CORP 25000 SHRS	$22,715	$22,715
DOLLAR TREE INC 45000 SHRS	$43,745	$43,745
EASTMAN CHEM CO 5000 SHRS	$5,093	$5,093
FORTIS INC 24000 SHRS	$23,245	$23,245
GRANT CNTY WA PUBLIC UTIL DIST 2 110000 SHRS	$112,406	$112,406
HASBRO INC 45000 SHRS	$44,000	$44,000
JB HUNT TRANSPRT SVCS 45000 SHRS	$44,546	$44,546
KEYSIGHT TECHNOLOGIES 45000 SHRS	$44,765	$44,765
MEDIUM TERM NOTE 45000 SHRS	$43,958	$43,958
ORACLE CORPORATION 50000 SHRS	$48,009	$48,009
PNC FINL SVCS GROUP INC 40000 SHRS	$43,662	$43,662
PERKINELMER INC 25000 SHRS	$22,393	$22,393
REGENERON PHARMACEUTICALS SR NT 55000 SHRS	$45,775	$45,775
ROPER TECHNOLOGIES INC 50000 SHRS	$49,098	$49,098
STRYKER CORPORATION 55000 SHRS	$47,287	$47,287
SYSCO CORP SR NT 20000 SHRS	$20,832	$20,832
US BANCORP 45000 SHRS	$45,372	$45,372
WASTE CONNECTIONS INC SR NT 75000 SHRS	$73,196	$73,196
WELLS FARGO COMPANY 45000 SHRS	$43,633	$43,633

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (278 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
ABBVIE INC 1150 SHRS	$204,355	$204,355
AMERICAN TOWER CORP 200 SHRS	$36,682	$36,682
APPLE INC COM 1025 SHRS	$256,681	$256,681
BLACKSTONE GROUP INC CLASS A 1550 SHRS	$267,251	$267,251
CISCO SYSTEMS INC 2500 SHRS	$148,000	$148,000
COGENT COMMUNICATIONS HLDGS 725 SHRS	$55,876	$55,876
DANAHER CORP 200 SHRS	$45,910	$45,910
DOVER CORP 1150 SHRS	$215,740	$215,740
ARTHUR J GALLAGHER CO 225 SHRS	$63,866	$63,866
HOME DEPOT INC 425 SHRS	$165,321	$165,321
JPMORGAN CHASE CO 1100 SHRS	$263,681	$263,681
JOHNSON JOHNSON 708 SHRS	$102,391	$102,391
KENVUE INC COM 2138 SHRS	$45,646	$45,646
MERCK CO INC 850 SHRS	$84,558	$84,558
MICROSOFT CORP COM 475 SHRS	$200,213	$200,213
NEXSTAR MEDIA GROUP INC 625 SHRS	$98,731	$98,731
PFIZER INC 2375 SHRS	$63,009	$63,009
T ROWE PRICE GROUP INC 750 SHRS	$84,818	$84,818
PROCTER GAMBLE CO 300 SHRS	$50,295	$50,295
RTX CORPORATION 1250 SHRS	$144,650	$144,650
SCHLUMBERGER LTD 800 SHRS	$30,672	$30,672
TAIWAN SEMICONDUCTOR A D R 450 SHRS	$88,871	$88,871
TARGET CORP COM 585 SHRS	$79,080	$79,080
UNILEVER PLC SPONSORED A D R 1000 SHRS	$56,700	$56,700
VERIZON COMMUNICATIONS INC COM 800 SHRS	$31,992	$31,992
ACCENTURE PLC IRELAND SHS CLASS A 125 SHRS	$43,974	$43,974
ALBANY INTL CORP CL A 403 SHRS	$32,228	$32,228
AVANOS MEDICAL INC 1946 SHRS	$30,980	$30,980
BANCORP INC THE 1388 SHRS	$73,050	$73,050
BEL FUSE INC CL A 172 SHRS	$15,494	$15,494
BEL FUSE INC CL B 145 SHRS	$11,958	$11,958
BRISTOW GROUP INC COM 853 SHRS	$29,258	$29,258
CTS CORP 488 SHRS	$25,732	$25,732
CABLE ONE INC 79 SHRS	$28,607	$28,607
CRANE NXT CO 505 SHRS	$29,401	$29,401
CURBLINE PPTYS CORP 782 SHRS	$18,158	$18,158
CURTISS WRIGHT CORP 80 SHRS	$28,390	$28,390
DIME COMMUNITY BANCSHARES INC COM 948 SHRS	$29,137	$29,137
EAGLE MATERIALS INC 290 SHRS	$71,560	$71,560
EASTERN BANKSHARES INC 3070 SHRS	$52,958	$52,958
ENPRO INC 272 SHRS	$46,906	$46,906
ESSENTIAL PROPERTIES REALTY 1176 SHRS	$36,785	$36,785
FIRST INTERSTATE BANCSYS MT 973 SHRS	$31,593	$31,593
GETTY RLTY CORP NEW 610 SHRS	$18,379	$18,379
GLOBAL NET LEASE INC 2382 SHRS	$17,389	$17,389
GLOBAL MEDICAL REIT INC 1321 SHRS	$10,198	$10,198
GUARDIAN PHARMACY SVCS INC CL A 1379 SHRS	$27,939	$27,939
HANOVER INS GROUP INC 276 SHRS	$42,686	$42,686
HORACE MANN EDUCATORS CORP 896 SHRS	$35,150	$35,150
IAC INC 781 SHRS	$33,692	$33,692
INGEVITY CORP 811 SHRS	$33,048	$33,048
KADANT INC 95 SHRS	$32,774	$32,774
KINDERCARE LEARNING COMPANIES COM 265 SHRS	$7,369	$7,369
LA Z BOY INC 670 SHRS	$29,192	$29,192
LADDER CAPITAL CORP REIT CL A 2925 SHRS	$32,731	$32,731
M G I C INVT CORP 1469 SHRS	$34,830	$34,830
MODINE MANUFACTURING CO 531 SHRS	$61,559	$61,559
MONARCH CASINO RESORT INC 217 SHRS	$17,121	$17,121
MONRO INC 703 SHRS	$17,434	$17,434
MUELLER WTR PRODS INC 1166 SHRS	$26,235	$26,235
MURPHY USA INC W I 31 SHRS	$15,554	$15,554
NCR VOYIX CORPORATION 3930 SHRS	$54,391	$54,391
NCR ATLEOS LLC W I 2240 SHRS	$75,981	$75,981
NEXSTAR MEDIA GROUP INC 133 SHRS	$21,010	$21,010
O S I SYS INC 250 SHRS	$41,858	$41,858
OCEANEERING INTERNATIONAL INC 1559 SHRS	$40,659	$40,659
OLD NATL BANCORP IND 2387 SHRS	$51,810	$51,810
PC CONNECTION INC 137 SHRS	$9,490	$9,490
PACIFIC PREMIER BANCORP INC 1438 SHRS	$35,835	$35,835
PATTERSON COMPANIES INC 742 SHRS	$22,898	$22,898
PEAPACK GLADSTONE FINL CORP 487 SHRS	$15,608	$15,608
PEOPLES BANCORP INC 783 SHRS	$24,813	$24,813
PORTLAND GENERAL ELECTRIC CO 641 SHRS	$27,960	$27,960
REX AMERICAN RESOURCES CORP 691 SHRS	$28,808	$28,808
SEACOAST BANKING CORP FL 921 SHRS	$25,355	$25,355
SHUTTERSTOCK INC 871 SHRS	$26,435	$26,435
SITE CTRS CORP COM 389 SHRS	$5,948	$5,948
SITIO ROYALTIES CORP CLASS A 1260 SHRS	$24,167	$24,167
TALEN ENERGY CORP COM 492 SHRS	$99,123	$99,123
TENNANT CO 502 SHRS	$40,928	$40,928
THERMON GROUP HOLDINGS INC 976 SHRS	$28,080	$28,080
VIRTUS INVESTMENT PARTNERS 82 SHRS	$18,088	$18,088
WSFS FINL CORP 699 SHRS	$37,138	$37,138
WILEY JOHN SONS INC 925 SHRS	$40,432	$40,432
YETI HOLDINGS INC 924 SHRS	$35,583	$35,583
ASSURED GUARANTY LTD 527 SHRS	$47,435	$47,435
NOMAD FOODS LTD 3350 SHRS	$56,213	$56,213
SENSATA TECHNOLOGIES HOLDING 1274 SHRS	$34,908	$34,908
SIGNET JEWELERS LTD 617 SHRS	$49,798	$49,798
WHITE MTNS INS GROUP LTD 19 SHRS	$36,956	$36,956
ORION S.A 2670 SHRS	$42,159	$42,159
EXPRO GROUP HOLDINGS NV 1767 SHRS	$22,034	$22,034
ABBVIE INC 1357 SHRS	$241,139	$241,139
AMERICAN TOWER CORP 236 SHRS	$43,285	$43,285
APPLE INC COM 1200 SHRS	$300,504	$300,504
ARTISAN INTL VALUE FUND INS 22506.06 SHRS	$1,058,460	$1,058,460
BLACKSTONE GROUP INC CLASS A 1829 SHRS	$315,356	$315,356
BA BEUTL GDMAN LRG CAP INST 234754.353 SHRS	$3,443,846	$3,443,846
BROWN ADV STRAT EUR EQ INS 37274.883 SHRS	$487,928	$487,928
CISCO SYSTEMS INC 2950 SHRS	$174,640	$174,640
COGENT COMMUNICATIONS HLDGS 870 SHRS	$67,051	$67,051
DANAHER CORP 229 SHRS	$52,567	$52,567
DOVER CORP 1397 SHRS	$262,077	$262,077
ARTHUR J GALLAGHER CO 280 SHRS	$79,478	$79,478
HOME DEPOT INC 502 SHRS	$195,273	$195,273
ISHARES CORE S P 500 ETF 809 SHRS	$476,242	$476,242
ISHARES RUSSELL 2000 1103 SHRS	$243,719	$243,719
JPMORGAN CHASE CO 1257 SHRS	$301,315	$301,315
JOHNSON JOHNSON 835 SHRS	$120,758	$120,758
KENVUE INC COM 2523 SHRS	$53,866	$53,866
LAZARD CL LIST INFRASTR INST 37911.469 SHRS	$592,556	$592,556
MERCK CO INC 1003 SHRS	$99,778	$99,778
MICROSOFT CORP COM 560 SHRS	$236,040	$236,040
NEXSTAR MEDIA GROUP INC 738 SHRS	$116,582	$116,582
PFIZER INC 2803 SHRS	$74,364	$74,364
T ROWE PRICE GROUP INC 869 SHRS	$98,275	$98,275
PROCTER GAMBLE CO 354 SHRS	$59,348	$59,348
RTX CORPORATION 1475 SHRS	$170,687	$170,687
SCHLUMBERGER LTD 944 SHRS	$36,193	$36,193
TAIWAN SEMICONDUCTOR A D R 531 SHRS	$104,867	$104,867
TARGET CORP COM 690 SHRS	$93,274	$93,274
UNILEVER PLC SPONSORED A D R 1180 SHRS	$66,906	$66,906
VANGUARD REAL ESTATE 5060 SHRS	$450,745	$450,745
VERIZON COMMUNICATIONS INC COM 944 SHRS	$37,751	$37,751
ACCENTURE PLC IRELAND SHS CLASS A 148 SHRS	$52,065	$52,065
AGILENT TECHNOLOGIES INC 500 SHRS	$67,170	$67,170
AIRBNB INC 911 SHRS	$119,715	$119,715
ALPHABET INC CL A 1063 SHRS	$201,226	$201,226
AMAZON COM INC 1843 SHRS	$404,336	$404,336
ARES MANAGEMENT CORP A 724 SHRS	$128,170	$128,170
CADENCE DESIGN SYS INC 459 SHRS	$137,911	$137,911
CARRIER GLOBAL CORPORATION COM 681 SHRS	$46,485	$46,485
CHIPOTLE MEXICAN GRILL INC 1679 SHRS	$101,244	$101,244
DANAHER CORP 607 SHRS	$139,337	$139,337
DATADOG INC CLASS A 528 SHRS	$75,446	$75,446
DYNATRACE INC 2130 SHRS	$115,766	$115,766
ECOLAB INC 329 SHRS	$77,091	$77,091
FORTIVE CORP WI 781 SHRS	$58,575	$58,575
ARTHUR J GALLAGHER CO 549 SHRS	$155,834	$155,834
GE AEROSPACE 470 SHRS	$78,391	$78,391
INTUIT INC 351 SHRS	$220,604	$220,604
INTUITIVE SURGICAL INC 158 SHRS	$82,470	$82,470
KLA CORP COM NEW 152 SHRS	$95,778	$95,778
KKR CO INC A 1582 SHRS	$233,994	$233,994
MSCI INC 162 SHRS	$97,202	$97,202
MARVELL TECHNOLOGY INC 2021 SHRS	$223,219	$223,219
MICROSOFT CORP COM 819 SHRS	$345,209	$345,209
MONOLITHIC POWER SYSTEMS INC 188 SHRS	$111,240	$111,240
NVIDIA CORP 3085 SHRS	$414,285	$414,285
PROGRESSIVE CORP 752 SHRS	$180,187	$180,187
SERVICENOW INC 209 SHRS	$221,565	$221,565
TRADE DESK INC COM CL A 285 SHRS	$33,496	$33,496
THERMO FISHER SCIENTIFIC INC 175 SHRS	$91,040	$91,040
UBER TECHNOLOGIES INC 2034 SHRS	$122,691	$122,691
VERALTO CORP COM SHS 949 SHRS	$96,656	$96,656
VERISK ANALYTICS INC COM 361 SHRS	$99,430	$99,430
VISA INC COM CL A 676 SHRS	$213,643	$213,643
WEST PHARMACEUTICAL SVCS INC COM 400 SHRS	$131,024	$131,024
WORKDAY INC 441 SHRS	$113,791	$113,791
APPLIED INDL TECHNOLOGIES INC 120 SHRS	$28,736	$28,736
AZEK CO INC CL A 126 SHRS	$5,981	$5,981
BIO TECHNE CORP 485 SHRS	$34,935	$34,935
BLACKLINE INC 280 SHRS	$17,013	$17,013
BLUEPRINT MEDICINES CORP 189 SHRS	$16,485	$16,485
BRIGHT HORIZONS FAMILY SOLUT 665 SHRS	$73,715	$73,715
BRUKER CORPORATION 728 SHRS	$42,675	$42,675
CCC INTELLIGENT SOLUTIONS HLD COM 5029 SHRS	$58,990	$58,990
CACTUS INC A 201 SHRS	$11,730	$11,730
CASELLA WASTE SYSTEMS INC A 401 SHRS	$42,430	$42,430
CASEYS GEN STORES INC 138 SHRS	$54,680	$54,680
CHAMPIONX CORPORATION COM 1657 SHRS	$45,054	$45,054
CLEAR SECURE INC COM CL A 614 SHRS	$16,357	$16,357
COGENT COMMUNICATIONS HOLDIN 578 SHRS	$44,546	$44,546
CURTISS WRIGHT CORP 103 SHRS	$36,552	$36,552
CYTOKINETICS INC 397 SHRS	$18,675	$18,675
DIGITALBRIDGE GROUP INC 1310 SHRS	$14,777	$14,777
DYNATRACE INC 1177 SHRS	$63,970	$63,970
EASTGROUP PPTYS INC COM 162 SHRS	$25,999	$25,999
ENCOMPASS HEALTH CORPORATION 507 SHRS	$46,821	$46,821
ENPRO INC 146 SHRS	$25,178	$25,178
ENTEGRIS INC 348 SHRS	$34,473	$34,473
FTI CONSULTING INC 118 SHRS	$22,553	$22,553
FIRST WATCH RESTAURANT GROUP I COM 336 SHRS	$6,253	$6,253
FLUOR CORP 1013 SHRS	$49,961	$49,961
FULLER H B CO 501 SHRS	$33,807	$33,807
GUIDEWIRE SOFTWARE INC 150 SHRS	$25,287	$25,287
HEALTHEQUITY INC 720 SHRS	$69,084	$69,084
HOULIHAN LOKEY INC 75 SHRS	$13,025	$13,025
IDEX CORP 99 SHRS	$20,720	$20,720
INARI MED INC 598 SHRS	$30,528	$30,528
INFINERA CORP 4269 SHRS	$28,047	$28,047
INSMED INC 234 SHRS	$16,155	$16,155
OPENLANE INC 795 SHRS	$15,773	$15,773
KADANT INC 55 SHRS	$18,974	$18,974
KINDERCARE LEARNING COMPANIES COM 1199 SHRS	$21,342	$21,342
LATTICE SEMICONDUCTOR CORP 336 SHRS	$19,034	$19,034
LIFESTANCE HEALTH GROUP INC COM 2048 SHRS	$15,094	$15,094
LITTELFUSE INC 118 SHRS	$27,807	$27,807
MSA SAFETY INC 164 SHRS	$27,186	$27,186
MIRION TECHNOLOGIES INC CL A 1334 SHRS	$23,278	$23,278
MISTER CAR WASH INC COM 4566 SHRS	$33,286	$33,286
MUELLER WTR PRODS INC 833 SHRS	$18,743	$18,743
NEOGENOMICS INC 2199 SHRS	$36,240	$36,240
NEUROCRINE BIOSCIENCES INC 332 SHRS	$45,318	$45,318
OCEANEERING INTERNATIONAL INC 1245 SHRS	$32,470	$32,470
ORTHOPEDIATRICS CORP 456 SHRS	$10,570	$10,570
PHREESIA INC 1895 SHRS	$47,678	$47,678
POWER INTEGRATIONS INC 288 SHRS	$17,770	$17,770
PROS HOLDINGS INC 890 SHRS	$19,544	$19,544
PROSPERITY BANCSHARES INC 843 SHRS	$63,520	$63,520
QUAKER CHEM CORP 59 SHRS	$8,305	$8,305
RENTOKIL INITIAL PLC SP A D R 1304 SHRS	$33,017	$33,017
SPX TECHNOLOGIES INC COM 115 SHRS	$16,735	$16,735
SERVICETITAN INC SHS CL A 23 SHRS	$2,366	$2,366
SI BONE INC 1192 SHRS	$16,712	$16,712
SIMPSON MFG CO INC 63 SHRS	$10,447	$10,447
SITEONE LANDSCAPE SUPPLY INC 161 SHRS	$21,215	$21,215
SITIME CORP 182 SHRS	$39,044	$39,044
STANDARDAERO INC COM 1379 SHRS	$34,144	$34,144
TAKE TWO INTERACTIVE SOFTWARE COM 201 SHRS	$37,000	$37,000
TANDEM DIABETES CARE INC 348 SHRS	$12,535	$12,535
TOPBUILD CORP 22 SHRS	$6,849	$6,849
VALMONT INDS INC 187 SHRS	$57,347	$57,347
VAXCYTE INC COM 195 SHRS	$15,963	$15,963
WASTE CONNECTIONS INC 499 SHRS	$85,618	$85,618
WEX INC 112 SHRS	$19,636	$19,636
WOODWARD INC 98 SHRS	$16,309	$16,309
WORKIVA INC 122 SHRS	$13,359	$13,359
ZURN ELKAY WATER SOLUTIONS 707 SHRS	$26,371	$26,371
BIOHAVEN LTD COM 339 SHRS	$12,662	$12,662
ESTABLISHMENT LABS HOLDINGS 892 SHRS	$41,094	$41,094
ADOBE INC 151 SHRS	$67,147	$67,147
AGILENT TECHNOLOGIES INC 451 SHRS	$60,587	$60,587
ALIGN TECHNOLOGY INC 210 SHRS	$43,787	$43,787
ALPHABET INC CL C 1020 SHRS	$194,249	$194,249
ALPHABET INC CL A 760 SHRS	$143,868	$143,868
AMAZON COM INC 1057 SHRS	$231,895	$231,895
AMERICAN INTERNATIONAL GROUP 1079 SHRS	$78,551	$78,551
ANALOG DEVICES INC 313 SHRS	$66,500	$66,500
ELEVANCE HEALTH INC 210 SHRS	$77,469	$77,469
APPLE INC COM 695 SHRS	$174,042	$174,042
AUTODESK INC 299 SHRS	$88,375	$88,375
BAKER HUGHES COMPANY 1618 SHRS	$66,370	$66,370
BANK OF AMERICA CORP 1296 SHRS	$56,959	$56,959
BERKSHIRE HATHAWAY INC CL B 430 SHRS	$194,910	$194,910
BLACKSTONE GROUP INC CLASS A 221 SHRS	$38,105	$38,105
BOOKING HOLDINGS INC 26 SHRS	$129,179	$129,179
BRIGHT HORIZONS FAMILY SOLUT 390 SHRS	$43,232	$43,232
CANADIAN NATL RAILWAY CO 469 SHRS	$47,608	$47,608
CARMAX INC COM 647 SHRS	$52,899	$52,899
CARRIER GLOBAL CORPORATION COM 1019 SHRS	$69,557	$69,557
DANAHER CORP 219 SHRS	$50,271	$50,271
EDWARDS LIFESCIENCES CORP 1486 SHRS	$110,009	$110,009
META PLATFORMS INC 427 SHRS	$250,013	$250,013
FERGUSON PLC NEW COMMON STOCK NEW 387 SHRS	$67,172	$67,172
FIRST CTZNS BANCSHARES INC CL A 55 SHRS	$116,216	$116,216
FISERV INC 622 SHRS	$127,771	$127,771
GE AEROSPACE 346 SHRS	$57,709	$57,709
ILLUMINA INC COM 358 SHRS	$47,840	$47,840
INTUIT COM 162 SHRS	$101,817	$101,817
KLA CORP COM NEW 69 SHRS	$43,478	$43,478
KKR CO INC A 1708 SHRS	$252,630	$252,630
LOWES COS INC COM 215 SHRS	$53,062	$53,062
MASTERCARD INC 453 SHRS	$238,536	$238,536
MICROSOFT CORP COM 793 SHRS	$334,250	$334,250
PROGRESSIVE CORP 346 SHRS	$82,905	$82,905
SUNCOR ENERGY INC 2457 SHRS	$87,666	$87,666
TJX COMPANIES INC 659 SHRS	$79,614	$79,614
T MOBILE US INC 347 SHRS	$76,593	$76,593
TAIWAN SEMICONDUCTOR A D R 959 SHRS	$189,393	$189,393
UBER TECHNOLOGIES INC 895 SHRS	$53,986	$53,986
UNITED RENTALS INC COM 154 SHRS	$108,484	$108,484
UNITEDHEALTH GROUP INC COM 358 SHRS	$181,098	$181,098
VISA INC COM CL A 762 SHRS	$240,822	$240,822
WORKDAY INC 188 SHRS	$48,510	$48,510
AMER SPORTS INC COM 3841 SHRS	$107,394	$107,394
NOMAD FOODS LTD 2885 SHRS	$48,410	$48,410
BROWN ADVISORY MORT SEC INS 170864.712 SHRS	$1,517,993	$1,517,993

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Field	Value	IRS element (for citing)
US Govt Obligations Book Vl EOY	$2,034,005	USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV	$2,034,005	USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY	$0	StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV	$0	StateLocalSecEOYFMVAmt

Investments Land Schedule2 InvestmentsLandSchedule2

Investment Land InvestmentLandGrp (20 entries)

Category Or ItemCategoryOrItemTxt	Cost Or Other BasisCostOrOtherBasisAmt	Accumulated DepreciationAccumulatedDepreciationAmt	Book ValueBookValueAmt
LAND - RENTAL PROPERTY	$219,500	$0	$219,500
SIDING FOR TENNANT HOUSE	$4,600	$4,263	$337
FURNANCE	$5,126	$3,691	$1,435
WELL PUMP	$2,178	$1,510	$668
SCHOOL HOUSE RENOVATION	$15,759	$3,776	$11,983
CHIMNEY REPAIRS 713 BA	$7,500	$2,225	$5,275
BUILDING REPAIRS 713 BA	$12,962	$3,715	$9,247
BUILDING REPAIRS 713 BA	$25,224	$7,147	$18,077
GUTTERS & ADDITIONAL REPAIRS	$6,003	$1,680	$4,323
WINDOW REPLACEMENT 247PH	$6,650	$1,175	$5,475
ROOF - SCHOOLHOUSE 270PH	$7,048	$1,057	$5,991
ENTRY DOOR SLAB - 246 PH	$2,545	$324	$2,221
WINDOW REPLACEMENTS	$6,112	$651	$5,461
OVERHEAD DOORS	$3,908	$364	$3,544
CARRIAGE HOUSE - ROOF	$25,780	$992	$24,788
214 PUGSLY HOUSE - GUTTERS	$9,434	$262	$9,172
257 PUGSLY HOUSE - FLU RESTORATION	$5,489	$200	$5,289
246 PUGSLEY HOUSE - BOILER	$8,742	$429	$8,313
DISHWASHER - 60 WETHERSFIELD WAY	$1,035	$17	$1,018
FRIDGE - 60 WETHERSFIELD WAY	$2,116	$35	$2,081

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (5 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
GAS AND OIL LEASES	FMV	$23,891	$23,891
STAR GROUP L P 1003 SHRS	FMV	$11,575	$11,575
BROWN ADVISORY REP II (AI) 500000 SHRS	FMV	$473,819	$473,819
BROWN ADVISORY REAL ESTATE PARTNERS 500000 SHRS	FMV	$312,226	$312,226
BROWN ADVISORY REAL ESTATE 500000 SHRS	FMV	$449,915	$449,915

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (325 entries)

Category Or ItemCategoryOrItemTxt	Cost Or Other BasisCostOrOtherBasisAmt	Accumulated DepreciationAccumulatedDepreciationAmt	Book ValueBookValueAmt
LAND	$3,523,858	$0	$3,523,858
TREES FOR ALLEE REPLACEMENT	$14,809	$5,078	$9,731
TREE REPLENISHMENT	$10,130	$2,465	$7,665
FARM MANAGERS HOUSE	$402,500	$402,500	$0
SUPERVISIORS HOUSE	$272,000	$272,000	$0
ERICKSON HOUSE	$280,500	$280,500	$0
COTTAGE #1	$254,000	$254,000	$0
FENCING	$4,200	$4,200	$0
RESTORATION FARM BLDG	$37,916	$37,916	$0
WELL	$10,564	$10,564	$0
SCALE	$2,900	$2,900	$0
PIPE	$6,109	$6,109	$0
MALLOY HOUSE	$6,250	$6,250	$0
TOOL SHED	$89,806	$89,806	$0
SIDING - TENNANT HOUSE	$10,950	$10,841	$109
BARN ROOF	$28,765	$26,656	$2,109
FIBER CABLING	$5,173	$4,811	$362
WATER HYDRANT	$3,788	$3,384	$404
ROOF REPAIRS	$10,555	$9,429	$1,126
BOILER - MANAGER	$5,705	$5,039	$666
ROOFING - ST GEORGE	$6,725	$5,918	$807
HAY BARN	$90,950	$76,398	$14,552
REFURN TANK	$74,810	$60,346	$14,464
BARN ROOF	$14,900	$12,168	$2,732
REBUILD MANAGER HOUSE ROOF	$12,145	$9,797	$2,348
SIDING - WHITEHEAD	$6,520	$5,281	$1,239
BATHROOM WHITEHEAD	$4,725	$3,213	$1,512
BATHROOM WHITEHEAD	$4,558	$3,069	$1,489
FARM HOUSE - FLOORS	$2,250	$1,515	$735
TANK	$5,846	$5,846	$0
REMOVAL OF OIL TANK	$4,199	$2,366	$1,833
BATHROOM - MANAGER HOUSE	$7,225	$3,998	$3,227
BATHROOM - SHELDON	$8,750	$4,492	$4,258
ROOF - SHELDON	$14,700	$7,497	$7,203
REFRIGERATOR	$1,008	$1,008	$0
SCHOOL HOUSE RENOVATIONS	$18,350	$8,029	$10,321
VINYL REPLACEMENTS	$5,750	$1,306	$4,444
WATER TANK (REFURBISH)	$69,271	$29,729	$39,542
ELECTRICAL POLES (8) REPLACE	$20,450	$8,692	$11,758
186 PUGSLEY REPAIRS & PAINTING	$48,969	$17,547	$31,422
ADDITIONAL REPAIRS 186 PH	$2,585	$915	$1,670
MULTIPLE PUMP REPAIRS	$5,143	$1,821	$3,322
GUTTERS AND DOWNSPOUT REPAIRS 186 PH	$1,684	$589	$1,095
TREE REPLENISHMENT	$47,938	$16,179	$31,759
CHIMNEY REPAIRS 243 PH	$10,220	$3,407	$6,813
CHIMNEY REPAIRS 186 PH	$22,300	$7,433	$14,867
CHIMNEY REPAIRS 247 PH	$11,485	$3,828	$7,657
TREE REPLENISHMENT BALANCE	$47,938	$15,780	$32,158
WATER ACCESS FOR HORSES	$7,354	$2,329	$5,025
PADDOCK FENCING REPAIRS	$5,600	$4,133	$1,467
CHIMNEY REPAIRS 214 PH	$11,646	$2,019	$9,627
WOOD SHED (CFCM)	$14,264	$1,379	$12,885
REPAIRS AND PAINTING FOR BARN	$30,290	$505	$29,785
GREENHOUSE, POOL, LANDSCAPING	$100,000	$100,000	$0
GARDEN LIGHTING	$4,532	$4,532	$0
FILLIN POOL	$24,652	$24,652	$0
RESTROOMS	$16,889	$16,889	$0
FENCING	$4,829	$4,829	$0
GREENHOUSE WINDOW GLAZING	$41,320	$39,392	$1,928
SIDING FOR GREENHOUSE	$11,200	$10,491	$709
BOILER	$5,705	$5,039	$666
GARDENER KITCHEN	$12,792	$8,699	$4,093
GARDENERS KITCHEN	$4,394	$2,973	$1,421
330 GAL TANK	$3,276	$2,184	$1,092
KARLS KITCHEN	$3,408	$2,272	$1,136
ELECTRIC - KARLS KITCHEN	$1,722	$1,154	$568
KITCHEN CABINETS	$560	$379	$181
ROTH OIL TANK	$3,997	$1,519	$2,478
TREE REPLENISHMENT	$12,538	$3,386	$9,152
ASST GARDEN MGRS HOUSE-REPAIRS	$11,050	$2,947	$8,103
GARDEN MGR HOUSE - REPAIRS	$12,950	$3,453	$9,497
NAIAD & REFLECTING POOL CONCRETE WORK	$5,433	$1,789	$3,644
TREE REPLENISHMENT BALANCE	$12,538	$3,302	$9,236
PEACOCK WALK STONE RESTORATION	$37,737	$9,434	$28,303
GARDEN GATE REPLACEMENT	$5,736	$1,070	$4,666
PINE TERRACE BLUE STONE (BOSCARDIN)	$19,774	$3,543	$16,231
GREENHOUSE ROOF IMPROVEMENTS	$3,500	$642	$2,858
BEECH TUNNEL IMPROVEMENT	$6,280	$1,501	$4,779
GREENHOUSE DOOR & FRAME	$2,710	$430	$2,280
GARDEN TUNNEL PROJECT (INFINITY)	$84,200	$7,578	$76,622
MAIN HOUSE	$1,697,000	$1,506,088	$190,912
MAIN HOUSE RESTORATION	$27,467	$24,091	$3,376
PORCH RESTORATION	$5,978	$5,978	$0
CONDUIT FOR WIRING	$10,060	$10,060	$0
PLUMBING	$2,726	$2,726	$0
FUEL TANK	$2,138	$2,138	$0
FIRE & ALARM SYSTEM	$167,287	$167,287	$0
SEPTIC SYSTEM	$11,007	$11,007	$0
ART STORAGE ROOM CONST	$10,600	$9,275	$1,325
FIRE & ALARM SYSTEM	$341,912	$341,912	$0
REFINISH PARKING LOR	$7,851	$7,851	$0
RESTROOM & PUMP HOUSE	$93,302	$93,302	$0
RESTORATION ON MAIN HOUSE	$162,610	$140,501	$22,109
ASBESTOS REMOVAL	$97,129	$83,923	$13,206
HOUSE WINDOW BUBBLE	$2,097	$2,097	$0
FIRE & ALARM SYSTEM	$29,312	$29,312	$0
PLUMBING	$3,206	$3,206	$0
HOUSE RESTORATION - MAIN	$3,236	$2,760	$476
FENCING	$10,322	$10,322	$0
PLUMBING	$29,675	$29,675	$0
FIRE AND ALARM	$3,143	$3,143	$0
BULLETPROOF GLASS	$15,300	$15,300	$0
HOUSE RESTORATION - MAIN	$104,100	$88,347	$15,753
FIRE & ALARM SYSTEM	$54,795	$54,795	$0
RESTORATION - MAIN	$88,158	$76,322	$11,836
RESTORATION - MAIN	$12,196	$10,162	$2,034
OIL TANK - BOILER	$3,615	$3,615	$0
RESTORATION - MAIN HOUSE	$11,654	$9,434	$2,220
RESTORATION - MAIN HOUSE	$23,781	$19,081	$4,700
FIRE & ALARM	$15,018	$15,018	$0
RESTORATION MAIN	$17,802	$13,988	$3,814
FURNACE - MAIN	$5,639	$5,639	$0
ELECTRICAL WORK	$37,466	$37,466	$0
UPGRADE PLUMBING	$11,439	$11,439	$0
FARM - HOUSE SIDING	$6,125	$6,125	$0
HOUSE SIDING	$2,250	$2,250	$0
DUFFY CONTRACTING	$15,000	$15,000	$0
GUTTERS - MAIN HOUSE	$4,393	$4,393	$0
DUFFY LAYTON - CONSTRUCTION	$10,500	$10,500	$0
UPGRADE TO SEC & ALARM	$78,310	$78,310	$0
INSTALL FIBER OPTIC	$6,466	$5,992	$474
FIRE SUPPRESSION SYSTEM	$2,600	$2,305	$295
COPPER GUTTERS	$29,970	$25,675	$4,295
WELL PUMP	$7,387	$5,638	$1,749
ROOF AND HOUSE REPAIRS	$25,500	$18,530	$6,970
FURNACE AND WATER TREATMENT	$7,650	$5,202	$2,448
CIA SECURITY SYSTEM	$75,705	$52,236	$23,469
INSTALL OF SEC SYSTEM	$44,588	$44,588	$0
INSTALL MAIN HOUSE SEC SYS	$52,529	$52,529	$0
TANK REMOVAL	$22,882	$15,254	$7,628
INSTAL TANK	$5,946	$3,964	$1,982
5 TON AC SYSTEM	$10,819	$8,926	$1,893
INSTALL TANNK - KILLOUSH	$4,590	$4,488	$102
CAST IRON BOILERS	$38,750	$22,863	$15,887
REPLACE GUEST HOUSE ROOF	$13,500	$8,438	$5,062
REPLACE CLAY ROOF TILES	$9,300	$5,696	$3,604
PLUMBING WINDOWS	$53,495	$25,856	$27,639
GLORIATTE ROOM RENOVATIONS	$11,948	$5,774	$6,174
MAIN HOUSE BATHROOM RENOVATION	$10,208	$4,423	$5,785
MAIN HOUSE BATH TILING	$5,134	$2,204	$2,930
ROOF REPAIRS & PAINTING	$20,000	$8,583	$11,417
FIRE ALARM CONVERSION	$25,900	$9,389	$16,511
REPAIR MAIN DRAIN	$17,500	$6,125	$11,375
SECURITY SYSTEM	$7,553	$2,644	$4,909
REPAIR MAIN DRAIN	$17,500	$6,052	$11,448
CAMERA SYSTEM	$4,190	$1,415	$2,775
INTRUSION SYSTEM	$18,662	$6,298	$12,364
REPAIR MAIN DRAIN - EXCAVATION	$7,150	$2,414	$4,736
REPAIR MAIN DRAIN	$15,250	$5,147	$10,103
GUTTERS - PARTIAL REPLACEMENT FROM STORM DAMA	$18,050	$4,753	$13,297
COBBLESTONES CIRCLE DRIVE	$39,615	$13,040	$26,575
REPAIR MAIN DRAIN - COMPLETION	$2,250	$741	$1,509
GRAPE ARBOR RESTORATION	$7,080	$4,602	$2,478
MAIN HOUSE ROOF REPAIR	$17,640	$3,234	$14,406
CONCRETE SLAB	$1,900	$412	$1,488
TEKMAR 274 BOILER	$5,334	$978	$4,356
88 WETHERSFIELD WAY - WELL PUMP REPLACEMENT MAIN HOUSE	$3,262	$109	$3,153
GRAPE ARBOR WALL CONSTUCTION AND REPAIRS	$118,384	$987	$117,397
STONE STABLE BUILDING	$400,000	$355,000	$45,000
BUILDING RESTORATION	$17,235	$15,116	$2,119
WELL	$3,913	$3,913	$0
NEW WINDOWS	$7,749	$7,749	$0
CARRIAGE HOUSE RENOVATION	$7,500	$7,500	$0
STABLE RENOVATION	$104,120	$104,120	$0
STABLE RENOVATION	$31,068	$31,068	$0
STABLE RENOVATION	$20,555	$20,555	$0
STABLE RENOVATION	$636,212	$636,212	$0
CARRIAGE HOUSE RESTORATION	$78,859	$78,859	$0
STABLE RENOVATION	$56,283	$56,283	$0
STABLE RESTORATION	$112,748	$112,748	$0
CARRIAGE HOUSE RESTORATION	$8,437	$8,437	$0
STABLE RENOVATION	$3,315	$3,315	$0
STABLE RENOVATION	$44,826	$44,826	$0
STABLE RENOVATION	$1,398	$1,398	$0
WARMUP RING	$14,600	$14,600	$0
INSTALL FIBER	$1,293	$1,199	$94
ROOF - CARRIAGE HOUSE	$20,966	$19,499	$1,467
STABLE APARTMENT	$49,820	$41,351	$8,469
FENCING	$7,920	$7,920	$0
UPGRADE TO STABLE APT	$14,666	$11,782	$2,884
UPGRADE STABLE APT	$18,427	$14,557	$3,870
COPPER STABLE ROOF	$48,574	$38,211	$10,363
OIL TANK INSTALL	$6,632	$6,484	$148
STABLE FURNACE	$35,650	$10,843	$24,807
NEW FIRE SECURITY SYSTEM	$19,200	$6,880	$12,320
2 AC CONDENSERS	$9,350	$3,947	$5,403
RUGS	$21,687	$21,687	$0
GAS RANGE	$575	$575	$0
WATER HEATER	$539	$539	$0
AIR CONDITIONER	$7,231	$7,231	$0
FLOOR POLISHER	$839	$839	$0
HYGROTHEMOGRAPH	$623	$623	$0
FURNITURE FROM STILLMAN	$17,685	$17,685	$0
RUGS	$5,730	$5,730	$0
GENERATOR	$34,034	$34,034	$0
TELEPHONE SYSTEM	$27,647	$27,647	$0
MOTOROLA INTERCOM	$10,282	$10,282	$0
MOTOROLA INTERCOM	$3,115	$3,115	$0
TELEPHONE SYSTEM UPGRADE	$10,363	$10,363	$0
TELEPHONE SYSTEM UPGRD	$5,618	$5,618	$0
DESK, TABLES, CHAIRS	$6,500	$6,500	$0
HUMIDIFIER	$17,880	$17,879	$1
FIRE DETECTION SYSTEM	$1,620	$1,620	$0
NEW FIRE SYSTEM	$23,485	$23,485	$0
DELL COMPUTER	$1,023	$1,023	$0
TABLE	$500	$500	$0
OUTDOOR FURNITURE	$8,540	$6,476	$2,064
MAHOGANY DINING ROOM FURNITURE RESTORATION	$29,360	$16,637	$12,723
COUCH/ CHAIR/ TABLE STAFF LOUNGE	$2,633	$219	$2,414
DELL COMPUTER	$1,687	$1,687	$0
CARPET OLD LYME OFFICE	$3,635	$3,635	$0
COMPUTER - CT OFFICE	$3,450	$3,450	$0
DELL COMPUTER	$2,032	$2,032	$0
20" TV SET	$1,961	$1,961	$0
TELEPHONE SYSTEM	$7,066	$7,066	$0
DELL COMPUTER	$1,246	$1,246	$0
OFFICE FURNITURE	$3,948	$3,948	$0
OFFICE FURNITURE	$5,254	$5,254	$0
TABLES CHAIRS BOOKCASE	$4,118	$4,118	$0
FAX MACHINE	$650	$650	$0
PRINTER	$2,400	$2,400	$0
MINOLTA COPIER	$4,006	$4,006	$0
2 COLOR LITHOGRAPHS	$300	$300	$0
COLOR LITHO SCHOONER	$350	$350	$0
DICTATING EQUIPMENT	$607	$607	$0
FAX MACHINE	$1,000	$1,000	$0
DELL COMPUTER	$8,444	$8,444	$0
COMPUTER	$2,059	$2,059	$0
COMPUTER - MAIN HOUSE	$2,927	$2,927	$0
SONY COMPUTER	$2,100	$2,100	$0
SONY COMPUTER	$3,130	$3,130	$0
HP LASER JET	$1,460	$1,460	$0
OPTIPLEX 9020	$2,618	$2,618	$0
COMPUTER SERVER/SETUP	$18,479	$6,380	$12,099
USED HARROW	$650	$650	$0
YORKRAKE	$3,054	$3,054	$0
DIGGER	$711	$711	$0
APPLIANCES - DIRECTOR	$3,711	$3,711	$0
APPLIANCES - DIR HOUSE	$680	$680	$0
1998 DODGE DAKOTA	$7,625	$7,625	$0
HAY ELEVATOR	$550	$550	$0
3 HAY WAGON	$1,800	$1,800	$0
HAYBINE	$10,879	$10,879	$0
SNOWPLOW	$2,008	$2,008	$0
JOHN DEERE BALER	$16,042	$16,042	$0
FARM RADIO	$975	$975	$0
BACK HOE	$5,500	$5,500	$0
JD HAYBINE	$4,000	$4,000	$0
PLOW	$5,000	$5,000	$0
SNOW BLOWER	$3,814	$3,814	$0
LAWN MOWER	$495	$495	$0
TRACTOR	$21,900	$21,900	$0
VAN	$17,707	$17,707	$0
TRACTOR	$9,970	$9,970	$0
JD SKID STEER	$20,985	$20,985	$0
JD LAWN MOWER	$7,685	$7,685	$0
SNOW PLOW	$2,700	$2,700	$0
ROTOTILLER	$799	$799	$0
SPREADER	$2,295	$2,295	$0
HAY RAKE	$15,117	$15,117	$0
CHEVY PICKUP	$17,450	$17,450	$0
WELL PUMP	$4,845	$4,845	$0
YAHMAHA GOLF CART	$1,900	$1,900	$0
GARDEN TRACTOR	$7,399	$7,399	$0
GARDEN TRACTOR	$17,352	$17,352	$0
CHEVY SILVERADO	$36,384	$36,384	$0
CHEVY SILVERADO 350	$41,101	$41,101	$0
SNOWBLOWER	$3,700	$3,700	$0
BATWING	$9,500	$9,500	$0
OIL TANK	$1,785	$1,785	$0
REAR TRACTOR BLADE	$2,675	$2,675	$0
JOHN DEERE TRACTOR	$70,115	$70,115	$0
2005 CHEVY AVALANCHE	$36,389	$36,389	$0
SQUARE BALER	$23,600	$23,600	$0
SNOW PLOW	$4,000	$4,000	$0
HARROW AND SCRAPPER	$8,600	$8,600	$0
GENIE LIFT	$40,746	$40,746	$0
1983 CHEVY TRUCK	$2,500	$2,500	$0
FORD TRACTOR	$4,972	$4,972	$0
1998 TOYOTA	$1,000	$1,000	$0
USED TRUCK	$1,500	$1,500	$0
POLY SANDER	$4,395	$4,395	$0
2011 TOYOTA TACOMA	$18,777	$18,777	$0
TRACTOR	$5,115	$5,115	$0
2014 CHEVY SILVERADO	$37,277	$37,277	$0
YAMAHA EFI GREEN GOLF CART	$6,150	$6,150	$0
TRANSMISSION FOR JOHN DEERE TRACTOR 6420	$13,970	$12,573	$1,397
WATER PUMP - FARM WELL	$3,489	$1,827	$1,662
DAB BOOSTER PUMP - FARM	$6,498	$3,249	$3,249
EQUIPMENT	$15,299	$5,464	$9,835
2017 HONDA UTV PURCHASE	$6,000	$300	$5,700
POOL COVERS	$3,358	$3,358	$0
STATUE COVERS	$2,663	$2,663	$0
FURNACE	$8,731	$8,731	$0
WOOD CHIPPER	$6,000	$6,000	$0
TENT FOR GARDENS	$790	$790	$0
TORO WEED EATER	$390	$390	$0
GAS PUMP	$700	$700	$0
FLAIL MOWER	$2,475	$2,475	$0
CIRCULAR PUMP	$2,239	$2,239	$0
LAWN MOWER	$1,678	$1,678	$0
LAWN MOWER	$1,500	$1,500	$0
JD 425 LAWN MOWER	$7,695	$7,695	$0
WEED WACKER	$674	$674	$0
BURNER	$1,364	$1,364	$0
REFRIGERATOR	$806	$806	$0
AIREATOR	$1,970	$1,970	$0
OUTDOOR WOOD BOLIER	$17,761	$17,761	$0
LAWN MOWER	$9,947	$9,947	$0
COMPRESSOR	$500	$500	$0
GARDEN TRACTOR	$9,257	$9,257	$0
MID MOWER	$1,432	$1,432	$0
FORD F250	$30,854	$30,854	$0
UTV - WORKMAN GTX	$15,432	$2,036	$13,396
14 IN. BATTERY CHAINSAW	$630	$38	$592
CORDLESS BLOWER	$269	$16	$253
2019 FORD F350 VIN 24894	$51,334	$51,334	$0
2018 POLARIS RANGER 900XP	$9,895	$9,730	$165
M&H EQUIPMENT SERVICE REPLACED ENGINE	$3,324	$475	$2,849
MISC EQUIP - STILLMAN ESTATE	$33,900	$33,900	$0
GENERATOR	$13,621	$13,621	$0
TRACTOR	$50,250	$50,250	$0
NEW CARRIAGE HARNESS	$2,983	$2,983	$0
HOUGHTON MODEL 10 CART	$1,000	$1,000	$0
STEEL DUMP BODY	$7,440	$7,440	$0

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	LEGAL FEES	CategoryTxt
Legal Fees	$2,058	LegalFeesAmt
Net Investment Income	$0	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$2,058	DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (3 entries)

DescDesc	BOY Book ValueBOYBookValueAmt	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
PAINTINGS AND SCULPTURES	$1,508,350	$1,508,350	$1,508,350
ANTIQUE FURNITURE	$1,527,075	$1,527,075	$1,527,075
CARRIAGE COLLECTION	$345,900	$345,900	$345,900

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OFFICE EXPENSES	$30,508	$0	$0	$30,508
MARKETING	$41,844	$0	$0	$41,844
MACHINERY FUEL AND MAINTENANCE	$30,795	$0	$0	$30,795
EVENT EXPENSES	$206,663	$0	$0	$206,663
BANK/CREDIT CARD FEES	$15,984	$3,271	$2,543	$10,171
PENSION FEES	$15,852	$0	$0	$15,852
PAYROLL PROCESSING	$2,648	$0	$0	$2,648
INSURANCE	$144,338	$0	$0	$144,338
DUES AND SUBSCRIPTIONS	$14,466	$0	$0	$14,466
PILOT	$11,063	$0	$0	$11,063

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (4 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt
OIL GAS ROYALTIES	$8,609	$8,609	$8,609
PARTNERSHIP INCOME	$0	-$40,459	-$40,459
PROGRAM INCOME	$43,940		$43,940
OTHER INCOME	$285		$285

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDesc	AmtAmt
UNREALIZED GAINS	$1,677,029
PENSION BENEFIT OBLIGATION	$88,601

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (3 entries)

DescDesc	BOY Book ValueBOYBookValueAmt	EOY Book ValueEOYBookValueAmt
SECURITY DEPOSITS PAYABLE	$16,700	$11,750
PENSION BENEFIT OBLIGATION	$155,257	$47,055
DEFERRED EXCISE TAX LIABILITY	$101,071	$102,632

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CONSULTING	$30,129	$0	$400	$29,729
INVESTMENT MANAGEMENT FEES	$117,626	$117,626	$117,626	$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL EXCISE TAX	$12,512	$0	$0	$0
FOREIGN INVESTMENT TAX	$2,298	$2,298	$0	$0
NYS FILING FEES	$1,525	$0	$0	$1,525