2015-10-07T13:23:50-05:00 2015-05-31 060312590 Cummings & Lockwood LLC 75 Isham Road Suite 400 West Hartford CT 06107 990PF 2014-06-01 463221995 Tiffany-Thompson Foundation TIFF 8603134930 Cummings Lockwood LLC PO Box 271820 West Hartford CT 06127 Elizabeth T Thompson Trustee 8603134930 2015-10-07 1 Alison A Sankner P01608435 8603134900 2014 2016-03-07 17:11:31Z X 1884974 X 65000 5 5 44549 44549 19298 19298 19298 128852 63852 0 0 0 7275 7275 0 278 148 0 18875 18875 0 26428 26298 0 85750 85750 112178 26298 85750 16674 37554 8237 7047 7047 165042 165042 162702 1443330 1461194 1711423 4848 4848 3802 1621457 1638131 1884974 0 0 X 0 0 0 0 1621457 1638131 1621457 1638131 1621457 1638131 1621457 16674 0 1638131 0 1638131 Capital Gains Dividends P 19298 19298 19298 19298 0 69600 1486869 0.046810 0.046810 0.046810 1816481 85029 376 85405 85750 X 376 0 376 0 376 100 100 276 0 0 0 0 0 0 0 0 0 0 1 1 CT 1 0 1 0 0 1 N/A Paul L Bourdeau Esquire 8603134930 75 Isham Road Suite 400 West Hartford CT 06107 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Elizabeth T Thompson Geer Village 301 77 South Canaan Rd Canaan CT 06018 Trustee 0.00 0 0 0 Joseph W Sparveri Jr Cohn Reznick 76 Batterson Park Road Farmington CT 060322571 Trustee 0.00 0 0 0 NONE 0 NONE 0 0 1829226 14917 0 1844143 0 0 1844143 27662 1816481 90824 90824 376 376 90448 0 90448 0 90448 85750 0 85750 376 85374 90448 0 0 17691 17691 85750 0 0 0 85750 0 4698 4698 12993 0 0 0 0 0 0 0 12993 12993 X Auxiliary for Community Health PO Box 146 Winsted CT 06098 None Public Current Use for General Charitable Purposes 1000 Beardsley & Memorial Library 40 Munro Pl Winsted CT 06098 None Public Current Use for General Charitable Purposes 5500 Canaan Fire Company Inc Main Street PO Box 642 Canaan CT 06018 None Public Current Use for General Charitable Purposes 1000 Colebrook - Town of 562 Colebrook Rd PO Box 5 Colebrook CT 06021 None Public Current Use for General Charitable Purposes 14000 Colebrook Congregational Church 471 Smith Hill Road PO Box 14 Colebrook CT 06021 None Public Current Use for General Charitable Purposes 1000 Greenwoods Scholarship Foundation Inc PO Box 834 Winsted CT 06098 None Public Current Use for General Charitable Purposes 10000 North Canaan Volunteer Amublance Corp PO Box 178 North Canaan CT 06018 None Public Current Use for General Charitable Purposes 1000 Open Door Inc PO Box 57 Winsted CT 06098 None Public Current Use for General Charitable Purposes 3500 The Salvation Army 1424 NE Express Way Atlanta GA 30329 None Public Current Use for General Charitable Purposes 3500 United Way of Northwest Connecticut Inc 333 Kennedy Dr Ste R101 Torrington CT 06790 None Public Current Use for General Charitable Purposes 500 Winchester Historical Society PO Box 206 Winsted CT 06098 None Public Current Use for General Charitable Purposes 1500 Winchester - Town of 338 Main Street Winsted CT 06098 None Public Current Use for General Charitable Purposes 25000 Winsted Area Child Care Center Inc 185 Prospect Street Winsted CT 06098 None Public Current Use for General Charitable Purposes 3500 Winsted Area Volunteer Ambulance Association Inc PO Box 56 Winsted CT 06098 None Public Current Use for General Charitable Purposes 3500 Winsted United Methodist Church 630 Main St Winsted CT 06098 None Public Current Use for General Charitable Purposes 2000 Winsted Health Center Foundation Inc PO Box 888 Winsted CT 06098 None Public Current Use for General Charitable Purposes 1500 Winsted Playground Association 10 White Street Winsted CT 06098 None Public Current Use for General Charitable Purposes 5000 Community Foundation of Northwest Connecticut Inc 32 City Hall Ave PO Box 1144 Torrington CT 06790 None Public Current Use for General Charitable Purposes 1000 Northwest CT YMCA - Winsted 480 Main Street Winsted CT 06098 None Public Current Use for General Charitable Purposes 250 Trustees of Reservations 472 Essex St Beverly MA 01915 None Public Current Use for General Charitable Purposes 1000 Winchester Soldiers Memorial Park PO Box 921 Winsted CT 06098 None Public Current Use for General Charitable Purposes 500 85750 0 14 5 14 44549 14 19298 0 63852 0 63852 0 0 0 0 0 0 0 0 0 0 X X 1 Elizabeth Thompson Geer Village 301 77 South Canaan Ro Canaan CT 06018 50000 X 2 Elizabeth Thompson Geer Village 301 77 South Canaan Ro Canaan CT 06018 15000 X 1,000 Shs. Abbott Labs 37180 48600 1,000 Shs. Abbvie Inc. 47400 66590 150 Shs. ADT Corp 6404 5472 3,200 Shs. Applied Materials Inc. 51472 64416 800 Shs. Boeing Company 95232 112416 1,000 Shs. Bristol Myers Squibb Co. 50330 64600 687 Shs. Comcast 30510 40162 800 Shs. Dominion Resources Inc. 50568 56416 650 Shs. Exxon Mobil Corp 58877 55380 2,650 Shs. Intel Corp 64143 91319 2,720 Shs. JP Morgan Chase & Co. 143480 178922 1,000 Shs. McDonald's Corp 97920 95930 1,175 Shs. Nextera Energy Inc. 97173 120250 750 Shs. Novo Nordisk Denmark 25920 42360 1,000 Shs. Pepsico Inc. 80220 96430 600 Shs. Procter & Gamble Co. 46386 47034 1,000 Shs. Spectra Energy Corp 36790 35170 600 shs. United Technologies Corp. 67200 70302 1,000 Shs. Verizon Communications Inc. 46810 49440 240 Shs. Zimmer Holdings Inc. 20042 27382 6,032.538 Shs. John Hancock Disciplined Value Mid Cap Fund CL I 107259 127588 2,106.047 shs Columbia Acorn Fund 74793 71627 5,199.961 shs Columbia Small Cap Core 101470 98019 350 shs Apple Inc 23615 45598 0 0 165042 162702 960 Warrants Kinder Morgan Hold Co LLC AT COST 4848 3802 Cummings & Lockwood LLC - Legal Fees 7275 7275 0 U.S. Post Office - Stamps 49 49 0 UBS Strategic Advisor - Fees 18826 18826 0 Elizabeth T Thompson Geer Village 301 77 South Canaan Road Canaan CT 06018 Foreign Tax Paid 148 148 0 United States Treasury - excise tax fye 5/31/14 30 0 0 united States Treasury - estimated tax fye 5/31/15 100 0 0