2018-08-22T09:49:09-05:00 2018-06-30 061413357 ELIZABETH A SMITH INC PO BOX 3002 MILFORD CT 06460 990PF 2017-07-01 471439173 THE LOUISE ESTE BRUCE FOUNDATION INC c/o RICHARD J BOWLER ESQ BRUC 9149930936 10 BANK STREET No 650 WHITE PLAINS NY 106061946 RICHARD J BOWLER PRESIDENT, TREASURER 9149930936 2018-08-22 1 ELIZABETH A SMITH P01209615 2038785106 2017 2022-09-23 18:48:47Z X X 1303330 X 384000 2313 2313 23382 23382 41309 227455 41309 451004 67004 0 0 0 3200 2400 800 44 44 0 13183 13083 100 16427 15527 900 105000 105000 121427 15527 105900 329577 51477 12516 12516 59723 393219 393219 619113 587424 715234 165795 181049 182361 844631 1174208 1303330 0 0 X 844631 1174208 844631 1174208 844631 1174208 844631 329577 0 1174208 0 1174208 30 SHS ABBOTT LAB P 2015-08-21 2017-08-18 1467 1510 -43 -43 40 SHS ABBOTT LAB P 2015-08-21 2018-04-03 2397 2013 384 384 30 SHS ABBVIE INC P 2017-10-20 2018-06-04 2967 2873 94 94 22 SHS ACCENTURE PLC CL A P 2017-03-22 2017-07-05 2703 2749 -46 -46 37 SHS 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INC P 2016-11-02 2017-11-22 968 718 250 250 20 SHS FACEBOOK INC-A P 2015-08-21 2018-03-06 3511 1885 1626 1626 6 SHS FACEBOOK INC-A P 2015-08-21 2018-03-13 1102 565 537 537 9 SHS FACEBOOK INC-A P 2015-08-21 2018-03-19 1647 848 799 799 9 SHS FACEBOOK INC-A P 2015-08-21 2018-04-02 1384 848 536 536 30 SHS HALLIBURTON CO P 2015-08-22 2017-11-22 1484 1234 250 250 80 SHS HALLIBURTON CO P 2017-09-29 2018-06-25 3595 3377 218 218 30 SHS HARTFORD FINANCIAL SVCS P 2015-08-21 2017-11-22 1677 1475 202 202 20 SHS HARTFORD FINANCIAL SVCS P 2015-08-21 2018-02-21 1086 984 102 102 2 SHS HILL-ROM HOLDINGS INC P 2017-05-30 2018-01-16 174 151 23 23 9 SHS HILL-ROM HOLDINGS INC P 2017-06-09 2018-01-17 783 691 92 92 9 SHS HILL-ROM HOLDINGS INC P 2017-06-09 2018-01-18 778 707 71 71 2 SHS HOME DEPOT INC P 2015-08-21 2017-09-08 319 244 75 75 16 SHS HOME DEPOT INC P 2015-08-21 2018-02-16 2932 1952 980 980 4 SHS INCYLE CORP P 2016-10-12 2017-08-16 497 377 120 120 50 SHS INTL EXCHANGES INC P 2015-08-21 2017-07-14 3274 2410 864 864 20 SHS INTL EXCHANGES INC P 2015-08-21 2017-09-06 1296 964 332 332 7 SHS LAM RESEARCH CORP P 2015-08-21 2012-05-22 1365 1169 196 196 20 SHS LILLY ELI & CO P 2016-01-25 2017-11-01 1657 1635 22 22 18 SHS 3M COMPANY P 2015-09-09 2018-05-22 3583 2566 1017 1017 12 SHS 3M COMPANY P 2015-09-09 2018-06-19 2407 1710 697 697 30 SHS MERCK & CO INC P 2015-08-21 2017-10-27 1873 1792 81 81 90 SHS MICRON TECHNOLOGY P 2016-11-16 2017-07-28 2689 1583 1106 1106 80 SHS MICRON TECHNOLOGY P 2016-11-17 2017-08-01 2417 1416 1001 1001 90 SHS MICRON TECHNOLOGY P 2016-11-17 2017-08-08 2495 1617 878 878 50 SHS MICRON TECHNOLOGY P 2016-12-12 2017-08-08 1411 1118 293 293 11 SHS NVIDIA CORP P 2016-10-18 2018-03-13 2682 720 1962 1962 32 SHS P V H CORP P 2015-08-21 2017-10-05 4027 3711 316 316 90 SHS PEPSICO INC P 2015-06-22 2018-01-18 10610 7299 3311 3311 20 SHS PROCTER & GAMBLE P 2015-06-22 2018-04-19 1564 1553 11 11 100 SHS SCHWAB CHARLES P 2015-08-21 2018-03-23 5605 3398 2207 2207 11 SHS STRYKER 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2694 1247 1447 1447 6 SHS BROADCOM LTD P 2016-02-01 2017-12-18 1551 756 795 795 6 SHS BROADCOM LTD P 2016-02-08 2018-01-26 1543 794 749 749 7 SHS BROADCOM LTD P 2016-03-22 2018-02-05 1675 1060 615 615 Capital Gains Dividends P 707 707 707 41309 0 75525 962949 0.078431 74296 970463 0.076557 0 82652 0.000000 0.154988 0.051663 1136604 58720 515 59235 105900 X 515 0 515 0 515 380 0 0 380 0 135 0 0 0 0 0 0 0 0 0 0 0 1 NY 1 0 1 0 0 0 N/A RICHARD J BOWLER ESQ 9149930936 10 BANK STREET SUITE 650 WHITE PLAINS NY 106061994 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 RICHARD J BOWLER 10 BANK STREET SUITE 650 WHITE PLAINS NY 10606 PRESIDENT, TREASURER, DIRE 5.00 0 0 0 JEANNE E ZUNICH 10 BANK STREET SUITE 650 WHITE PLAINS NY 10606 VICE PRESIDENT, DIRECTOR 0.00 0 0 0 MAGDALEN GAYNOR 10 BANK STREET SUITE 650 WHITE PLAINS NY 10606 SECRETARY, DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 0 992912 161001 0 1153913 0 0 1153913 17309 1136604 56830 56830 515 515 56315 0 56315 0 56315 105900 0 105900 515 105385 56315 0 0 23048 28026 51074 105900 0 0 0 56315 49585 0 0 100659 0 0 0 0 0 0 0 100659 23048 28026 49585 Richard J Bowler Esq 10 Bank Street Suite 650 White Plains NY 10606 9149930936 bowler.rich89@gmail.com The New York/New Jersey Common Application Form; Include information about organization & purpose of grant No later than June 1 of each fiscal year Qualified charitable organizations for charitable, religious, scientific, or educational purposes CALVERT SCHOOL 105 TUSCANY ROAD BALTIMORE MD 21210 EDUCATION 40000 MISS HALL'S SCHOOL 492 HOLMES ROAD PITTSFIELD MA 01202 EDUCATION 30000 THE URSULINE SCHOOL 1354 NORTH AVENUE NEW ROCHELLE NY 10804 EDUCATION 20000 HUDSON VALLEY SHAKESPEARE FESTIVAL INC 143 MAIN STREET COLD SPRING NY 10516 EDUCATION 15000 105000 0 14 2313 14 23382 18 41309 0 67004 0 67004 0 0 0 0 0 0 0 0 0 0 X X 1 Estate of Louise Este Bruce Richard J Bowler Esq Executor 10 Bank Street Suite 650 White Plains NY 10606 373750 X 2 Estate of Louise Este Bruce Richard J Bowler Esq Executor 10 Bank Street Suite 650 White Plains NY 10606 10250 X 1 375,000 Par United States Treasury Bill Due 4/9/2018 373750 2018-02-01 ACCOUNTING & TAX PREPARATION FEES 3200 2400 800 CORPORATE STOCKS 587424 715234 MUTUAL FUNDS AT COST 181049 182361 BNY MELLON, MARKET VALUE FEE 13083 13083 0 FILING FEE 100 0 100 ESTATE OF LOUISE ESTE BRUCE RICHARD J BOWLER EXECUTOR 10 BANK STREET SUITE 650 WHITE PLAINS NY 10606 FOREIGN TAX 44 44 0