2025-11-14T17:40:09-06:00 2024-12-31 231144520 TAIT WELLER & BAKER LLP 50 SOUTH 16TH STREET SUITE 2900 PHILADELPHIA PA 19102 990PF 2024-01-01 043474498 THE HARPSWELL FOUNDATION HARP 9172731793 PO BOX 126 SHARON CT 060690126 SHELLY KESSLER BOARD CHAIR 9172731793 2025-11-14 1 0 HARRISON PEREIRA P00746867 2159798800 2025-11-14 2024 2025-03-06 01:10:19Z X X 10020300 X 434395 126577 126577 126577 587426 5898567 587426 0 1148398 714003 126577 160500 8025 80250 64200 250913 12546 33727 212665 42635 2132 0 42635 6022 602 5420 0 26788 2679 24109 0 226488 76083 0 149017 4200 420 0 0 11390 0 11390 20438 2044 0 20438 100908 10091 0 99136 787 79 708 0 174591 4558 26433 137137 1025660 119259 182037 725228 0 0 1025660 119259 182037 725228 122738 594744 0 155282 198749 198749 634 106404 106404 106404 10580 10580 0 1341025 1341025 6081079 6048515 6048515 2442398 1879444 1879444 681700 246117 446973 435583 435583 9126366 10020300 10020300 7700 68120 48979 68120 56679 X 9058246 9806808 0 156813 9058246 9963621 9126366 10020300 9058246 122738 782637 9963621 0 9963621 P 5274137 4619730 654407 654407 P 624430 691411 -66981 -66981 587426 -66981 8267 0 8267 0 8267 4542 0 0 0 4542 142 3867 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 1 WWW.HARPSWELL.ORG SHELLY KESSLER 6174220700 PO BOX 126 SHARON CT 060690126 1 CB 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SHELLY KESSLER PO BOX 126 SHARON CT 060690126 CHAIR 10.00 0 0 0 RENAY LOPER PO BOX 126 SHARON CT 060690126 SECRETARY 1.00 0 0 0 DAVID ROE PO BOX 126 SHARON CT 060690126 TREASURER 1.00 0 0 0 SOPHEAP ROS PO BOX 126 SHARON CT 060690126 TRUSTEE 1.00 0 0 0 CHANDY ENG PO BOX 126 SHARON CT 060690126 TRUSTEE 1.00 0 0 0 ANASTASIA VRACHNOS PO BOX 126 SHARON CT 060690126 TRUSTEE 1.00 0 0 0 ALAN LIGHTMAN PO BOX 126 SHARON CT 060690126 TRUSTEE 1.00 0 0 0 ALISON PAVIA PO BOX 126 SHARON CT 060690126 TRUSTEE 1.00 0 0 0 NAVIN MOUL PO BOX 126 SHARON CT 060690126 TRUSTEE 1.00 0 0 0 MARIE ECKSTEIN PO BOX 126 SHARON CT 060690126 TRUSTEE 1.00 0 0 0 JONATHAN SAUNDERS PO BOX 126 SHARON CT 060690126 TRUSTEE 1.00 0 0 0 PENNY BURTT PO BOX 126 SHARON CT 060690126 TRUSTEE 1.00 0 0 0 JOJO LAM PO BOX 126 SHARON CT 060690126 TRUSTEE 1.00 0 0 0 JACYL SHAW PO BOX 126 SHARON CT 060690126 EXECUTIVE DIRECTOR 40.00 160500 0 0 KAREN HUSTON PO BOX 126 SHARON CT 060690126 DIR OF DEVELOPMENT 40.00 51667 4820 0 BASYE PEEK PO BOX 126 SHARON CT 060690126 INTL PROGRAMS MANAGE 40.00 50625 5826 0 0 NONE 0 OPERATION OF DORMITORIES AND LEADERSHIP CENTERS FOR OUTSTANDING YOUNG WOMEN ATTENDING UNIVERSITY IN PHNOM PENH 300420 SUPPORT OF HARPSWELL ASEAN PROGRAM IN WOMEN'S LEADERSHIP 86597 PROVIDING U.S. EDUCATIONAL FELLOWSHIPS TO CAMBODIAN WOMEN 34941 0 8973764 151318 0 9125082 0 0 9125082 136876 8988206 449410 X 725228 0 725228 2010-09-15 X 0 2320 135448 51620 189388 0 1972 115131 43877 160980 725228 376022 365293 281161 1747704 0 0 0 0 0 725228 376022 365293 281161 1747704 0 0 0 0 0 299607 266125 270003 278296 1114031 0 0 0 0 X 0 0 14 126577 18 587426 0 714003 0 714003 0 0 0 0 0 0 0 0 0 0 X X 1 JON LIGHTMAN 1209 FALL SPRINGS COLLIERVILLE TN 38017 5000 X 2 DAVID ROE 1061 WALKER AVENUE OAKLAND CA 94610 15000 X 3 JORDAN SACHS AND JEANNIE SACK 15 ENCANTO AVENUE SAN FRANCISCO CA 94115 6029 X 4 JONATHAN SAUNDERS 151 TREMONT ST 20P BOSTON MA 02111 13515 X 5 THE JAY PRITZKER FOUNDATION PO BOX 5327 LARKSPUR CA 94977 75000 X 6 ALISON PAVIA 50 RIVERSIDE DRIVE 5D NEW YORK NY 10024 20000 X 7 HUGH LYNCH 30 6TH ST KIRKLAND WA 98033 6573 X 8 THE ASIA FOUNDATION HOUSE NO 59 OKNHA PEICH ST 242 PHNOM PENH CB 12101 46694 X 9 MARIE ECKSTEIN 12777 PA BE3 SHAN LANE CHARLEVOIX MI 49720 18000 X 10 JONATHAN NELSON PROVIDENCE EQUITY PARTNERS 50 KENNE PROVIDENCE RI 02903 10000 X 11 PAUL FLOWERMAN 119 HEADQUARTERS PLAZA MORRISTOWN NJ 07960 9000 X 12 ALAN LIGHTMAN 47 DEVENS STREET CONCORD MA 01742 6030 X 13 RUSS ROBB BOX 678 CONCORD MA 01742 5271 X 14 JILL WHITE 300 NW 69TH AVE PLANTATION FL 33317 5150 X 15 TAMARA MORYTKO 64 JERRY DANIELS ROAD MARLBOROUGH CT 06447 5000 X 16 JONATHAN BRAM 1120 FIFTH AVENUE APT 10-A NEW YORK NY 10128 5000 X 17 JONATHAN AUERBACH 1380 MARTIN AVE PALO ALTO CA 943013049 5000 X 18 MICHAEL LIGHTMAN 11685 MONTEREY ROAD EADS TN 38028 5000 X 19 JEFFREY GOLDSTEIN 350 WILLOW STREET SOUTHPORT CT 06890 5000 X 20 DAVID LIGHTMAN 201 MEADOW RUN DR WINFIELD PA 178899101 5000 X ACCOUNTING 26788 2679 24109 0 4 ROOM PRIMARY SCHOOL BLDG 2005-01-05 33000 16041 SL 39.000000000000 846 0 846 DORMITORY STREET 508 2006-09-26 113000 50096 SL 39.000000000000 2897 0 2897 DORMITORY STREET 13 2009-06-30 288752 107673 SL 39.000000000000 7404 0 7404 DESKTOP COMPUTER 2011-06-01 800 720 SL 5.000000000000 80 0 80 2 BLACK AND WHITE PRINTERS 2011-06-01 560 504 SL 5.000000000000 56 0 56 REFRIGERATOR 2011-06-01 325 293 SL 5.000000000000 32 0 32 LAPTOP COMPUTER 2011-06-01 750 675 SL 5.000000000000 75 0 75 LAND - STREET 508 2005-06-30 32000 L 0 0 0 LAND - STREET 13 2008-06-05 65000 L 0 0 0 LAND - 304 STREET 2008-06-05 10095 L 0 0 0 LAND - TEUK THLA 2010-06-05 78693 L 0 0 0 FULLY DEPRECIATED EQUIPMENT 2005-06-30 58725 58725 SL 5.000000000000 0 0 0 5561.6748/5049.9845SH ISHARES CORE S&P 500 ETF 3182539 3182539 INVSC QQQ TRUST ETF 1438090 1438090 SCHWAB US SMALL CAP ETF 1427886 1427886 1341025 1341025 0 0 ARISTIDES FUND, LPF FMV 1879444 1879444 4 ROOM PRIMARY SCHOOL BLDG 33000 16887 16113 DORMITORY STREET 508 113000 52993 60007 DORMITORY STREET 13 288752 115077 173675 DESKTOP COMPUTER 800 800 0 2 BLACK AND WHITE PRINTERS 560 560 0 REFRIGERATOR 325 325 0 LAPTOP COMPUTER 750 750 0 LAND - STREET 508 32000 0 32000 LAND - STREET 13 65000 0 65000 LAND - 304 STREET 10095 0 10095 LAND - TEUK THLA 78693 0 78693 FULLY DEPRECIATED EQUIPMENT 58725 58725 0 LEGAL 6022 602 5420 0 TELEPHONE 5476 548 0 4928 POSTAGE 591 59 0 532 OFFICE AND SUPPLIES 8864 886 0 7978 EVENT EXPENSE 6463 0 0 0 BANK FEES 395 395 0 0 INSURANCE 1289 0 0 1289 MEETINGS 13640 0 13640 0 STUDENT EXPENSES 110350 0 1536 108814 INFORMATION TECHNOLOGY 5652 707 4945 0 DONATION PROCESSING FEES 2235 0 2235 0 PAYROLL PROCESSING FEES 2612 261 2351 0 OTHER EXPENSES 17024 1702 1726 13596 UNREALIZED GAINS 597052 CHANGE IN ACCOUNTING METHOD ADJUSTMENTS 185585 CREDIT CARDS & OTHER LIABILITIES 68120 48979 CONSULTING AND OTHER 167117 16712 0 149017 INVESTMENT FEES 59371 59371 0 0 MISCELLANEOUS TAXES 4200 420 0 0