2026-04-13T10:42:52-05:00 2025-12-31 061355927 GREGORY AND ADAMS PC 190 OLD RIDGEFIELD ROAD WILTON CT 06897 990PF 2025-01-01 201277158 THE SEIFERT FAMILY FOUNDATION SEIF 2037629000 190 OLD RIDGEFIELD RD WILTON CT 06897 LINDA D SEIFERT CHAIR 2037629000 2026-04-13 1 J VANCE HANCOCK P01884248 2037629000 2026-04-13 2025 2025-03-06 01:10:19Z X 1338937 X X 5886 5886 63512 304391 63512 69398 69398 0 0 0 4342 0 0 47 0 0 30 0 0 4419 0 0 121000 121000 125419 0 121000 -56021 69398 32968 6857 669468 430351 400441 669469 463319 407298 1338937 0 0 X 463319 407298 463319 407298 463319 407298 463319 -56021 0 407298 0 407298 10 SHS. BROADCOM, INC. P 2023-08-22 2025-01-02 2311 855 1456 1456 10 SHS. ADOBE, INC. P 2024-06-18 2025-01-03 4279 5253 -974 -974 15 SHS. ADOBE, INC. P 2024-07-01 2025-01-03 6419 8317 -1898 -1898 5 SHS. ADOBE, INC. P 2024-08-08 2025-01-03 2140 2646 -506 -506 105 SHS. TREX CO., INC. P 2023-04-20 2025-04-04 5763 5664 99 99 65 SHS. VERTIV HOLDINGS CO. P 2024-11-07 2025-04-04 3731 8028 -4297 -4297 30 SHS. ALPHABET, INC. CLASS C P 2023-08-30 2025-05-14 4848 4090 758 758 145 SHS. NOVO-NORDISK A/S ADR P 2022-01-07 2025-05-16 9165 7350 1815 1815 85 SHS. AMPHENOL CORP. P 2007-06-27 2025-06-30 7784 373 7411 7411 12 SHS. THERMO FISHER SCIENTIFIC, INC. P 2018-06-18 2025-06-30 4913 2560 2353 2353 5 SHS. THERMO FISHER SCIENTIFIC, INC. P 2024-01-04 2025-06-30 2047 2680 -633 -633 3 SHS. THERMO FISHER SCIENTIFIC, INC. P 2024-05-20 2025-06-30 1228 1792 -564 -564 5 SHS. SALESFORCE, INC. P 2022-07-28 2025-07-01 1360 904 456 456 2 SHS. SALESFORCE, INC. P 2023-01-27 2025-07-01 544 332 212 212 15 SHS. PROLOGIS, INC. P 2024-01-04 2025-07-09 1586 1952 -366 -366 20 SHS. PROLOGIS, INC. P 2024-05-17 2025-07-09 2115 2232 -117 -117 50 SHS. FISERV, INC. P 2023-12-12 2025-07-23 6513 6703 -190 -190 5 SHS. VISA, INC. P 2017-04-18 2025-08-07 1677 448 1229 1229 20 SHS. INTERCONTINENTAL EXCHANGE, INC. P 2024-03-26 2025-08-07 3758 2755 1003 1003 65 SHS. CHURCH & DWIGHT, INC. P 2025-04-11 2025-08-19 6088 6807 -719 -719 26 SHS. SALESFORCE, INC. P 2023-01-27 2025-08-26 6339 4321 2018 2018 110 SHS. RYAN SPECIALITY HOLDINGS, INC. P 2024-11-12 2025-08-27 6341 7889 -1548 -1548 60 SHS. RYAN SPECIALITY HOLDINGS, INC. P 2025-01-14 2025-08-27 3459 3970 -511 -511 5 SHS. ANALOG DEVICES, INC. P 2024-01-04 2025-09-12 1231 923 308 308 15 SHS. AMAZON.COM, INC. P 2017-06-13 2025-09-12 3424 734 2690 2690 5 SHS. ASTRAZENECA PLC SPONSORED ADR P 2022-05-05 2025-09-12 397 325 72 72 55 SHS. ASTRAZENECA PLC SPONSORED ADR P 2022-05-24 2025-09-12 4368 3661 707 707 10 SHS. BOSTON SCIENTIFIC CORP. P 2022-07-29 2025-09-12 1027 412 615 615 2 SHS. COSTCO WHOLESALE CORP. P 2023-11-17 2025-09-12 1926 1153 773 773 5 SHS. CINTAS CORP. P 2017-02-10 2025-09-12 1011 146 865 865 5 SHS. DANAHER CORP. P 2024-01-04 2025-09-12 947 1156 -209 -209 5 SHS. EATON CORP. P 2020-11-06 2025-09-12 1828 552 1276 1276 2 SHS. INTUIT, INC. P 2015-07-20 2025-09-12 1296 214 1082 1082 5 SHS. INTUITIVE SURGICAL, INC. P 2024-06-13 2025-09-12 2251 2125 126 126 5 SHS. JPMORGAN CHASE & CO. P 2022-11-01 2025-09-12 1531 640 891 891 5 SHS. ELI LILLY & CO. P 2022-01-07 2025-09-12 3784 1287 2497 2497 5 SHS. S&P GLOBAL, INC. P 2023-07-18 2025-09-12 2719 2102 617 617 3 SHS. M&T BANK CORP. P 2024-01-05 2025-09-12 597 415 182 182 4 SHS. NETFLIX, INC. P 2024-05-17 2025-09-12 4744 2486 2258 2258 35 SHS. NVIDIA CORP. P 2019-11-05 2025-09-12 6221 185 6036 6036 5 SHS. REINSURRANCE GROUP OF AMERICA P 2022-10-13 2025-09-12 975 679 296 296 5 SHS. ROCKWELL AUTOMATION CORP. P 2020-04-29 2025-09-12 1730 994 736 736 5 SHS. VISA INC. P 2017-04-18 2025-09-12 1698 448 1250 1250 5 SHS. INTERCONTINENTAL EXCHANGE, INC. P 2024-03-26 2025-09-12 866 689 177 177 10 SHS. PALO ALTO NETWORKS, INC. P 2021-05-20 2025-09-12 1976 571 1405 1405 10 SHS. WORKDAY, INC. P 2024-08-28 2025-09-12 2237 2600 -363 -363 2 SHS. SERVICENOW P 2023-01-26 2025-09-12 1863 906 957 957 5 SHS. OLD DOMINION FREIGHT LINE P 2022-07-22 2025-09-12 727 705 22 22 5 SHS. ALPHABET, INC. CLASS C P 2023-08-30 2025-09-12 1208 682 526 526 15 SHS. ALPHABET, INC. CLASS C P 2023-09-19 2025-09-12 3623 2085 1538 1538 5 SHS. HEICO CORP. CLASS A P 2020-09-30 2025-09-12 1261 446 815 815 10 SHS. HEICO CORP. CLASS A P 2020-10-01 2025-09-12 2523 898 1625 1625 10 SHS. BROADCOM, INC. P 2023-08-22 2025-09-12 3624 855 2769 2769 15 SHS. BROADCOM, INC. P 2023-09-28 2025-09-12 5436 1249 4187 4187 10 SHS. SHELL PLC ADR P 2022-03-10 2025-09-12 714 515 199 199 25 SHS. WORKDAY, INC. P 2024-08-28 2025-09-19 5805 6500 -695 -695 50 SHS. WORKDAY, INC. P 2025-01-29 2025-09-19 11609 13340 -1731 -1731 20 SHS. LPL FINANCIAL HOLDINGS, INC. P 2025-05-14 2025-09-24 6702 7721 -1019 -1019 12 SHS. SALESFORCE, INC. P 2023-01-27 2025-09-25 2879 1994 885 885 15 SHS. SALESFORCE, INC. P 2023-06-02 2025-09-25 3599 3179 420 420 5 SHS. SALESFORCE, INC. P 2025-01-03 2025-09-25 1200 1660 -460 -460 25 SHS. DANAHER CORP. P 2024-01-04 2025-09-25 4508 5781 -1273 -1273 15 SHS. DANAHER CORP. P 2024-05-20 2025-09-25 2705 4013 -1308 -1308 5 SHS. AMAZON.COM, INC. P 2017-06-13 2025-10-08 1129 245 884 884 20 SHS. AMPHENOL CORP. CLASS A P 2007-06-27 2025-10-08 2512 88 2424 2424 1 SHS. COSTCO WHOLESALE CORP. P 2023-11-17 2025-10-08 913 576 337 337 2 SHS. EQUINIX, INC. P 2024-07-11 2025-10-08 1616 1595 21 21 2 SHS. EATON CORP. P 2021-03-05 2025-10-08 757 272 485 485 2 SHS. NETFLIX, INC. P 2024-05-17 2025-10-08 2426 1243 1183 1183 20 SHS. NVIDIA CORP. P 2019-11-05 2025-10-08 3765 105 3660 3660 15 SHS. PALO ALTO NETWORKS, INC. P 2021-05-20 2025-10-08 3243 857 2386 2386 5 SHS. ALPHABET, INC. CLASS C P 2023-09-19 2025-10-08 1230 695 535 535 5 SHS. STEEL DYNAMICS, INC. P 2023-02-07 2025-10-08 732 615 117 117 5 SHS. HEICO CORP. CLASS A P 2021-03-05 2025-10-08 1257 568 689 689 1 SHS. LINDE PLC P 2021-08-12 2025-10-08 469 306 163 163 32 SHS. PROGRESSIVE CORP. P 2025-07-10 2025-10-16 7097 7935 -838 -838 15 SHS. AMAZON.COM, INC. P 2017-06-13 2025-10-29 3439 734 2705 2705 10 SHS. AMPHENOL CORP. CLASS A P 2007-06-27 2025-10-29 1411 44 1367 1367 5 SHS. BOSTON SCIENTIFIC CORP. P 2022-07-29 2025-10-29 504 206 298 298 14 SHS. BOSTON SCIENTIFIC CORP. P 2022-10-26 2025-10-29 1410 596 814 814 1 SHS. EQUINIX, INC. P 2024-07-11 2025-10-29 801 798 3 3 4 SHS. INTUITIVE SURGICAL, INC. P 2024-06-13 2025-10-29 2148 1700 448 448 5 SHS. JPMORGAN CHASE & CO. P 2022-11-01 2025-10-29 1529 640 889 889 3 SHS. JPMORGAN CHASE & CO. P 2022-11-07 2025-10-29 917 395 522 522 3 SHS. ELI LILLY & CO. P 2022-01-07 2025-10-29 2451 772 1679 1679 25 SHS. ALLIANT ENERGY CORP. P 2024-05-14 2025-10-29 1699 1285 414 414 10 SHS. NVIDIA CORP. P 2019-11-05 2025-10-29 2064 53 2011 2011 1 SHS. SHERWIN WILLIAMS CORP. P 2020-04-16 2025-10-29 348 162 186 186 10 SHS. STEEL DYNAMICS, INC. P 2023-02-07 2025-10-29 1633 1230 403 403 1 SHS. LINDE PLC P 2021-08-12 2025-10-29 434 306 128 128 100 SHS. CHIPOTLE MEXICAN GRILL, INC. P 2023-02-08 2025-10-30 3372 3263 109 109 100 SHS. CHIPOTLE MEXICAN GRILL, INC. P 2023-02-24 2025-10-30 3372 3004 368 368 17 SHS. BOEING CO. P 2025-07-11 2025-11-05 3336 3870 -534 -534 18 SHS. BOEING CO. P 2025-08-05 2025-11-05 3533 4056 -523 -523 15 SHS. OLD DOMINION FREIGHT LINE P 2022-07-22 2025-11-05 2136 2116 20 20 50 SHS. OLD DOMINION FREIGHT LINE P 2022-10-13 2025-11-05 7120 6809 311 311 25 SHS. OLD DOMINION FREIGHT LINE P 2025-07-01 2025-11-05 3560 4282 -722 -722 15 SHS. HUBSPOT, INC. P 2025-07-01 2025-11-06 5872 8249 -2377 -2377 18 SHS. HUBSPOT, INC. P 2025-08-26 2025-11-06 7046 8243 -1197 -1197 5 SHS. HEICO CORP. CLASS A P 2021-03-05 2025-12-08 1229 568 661 661 7 SHS. EQUINIX, INC. P 2024-07-11 2005-12-11 5278 5583 -305 -305 2 SHS. EQUINIX, INC. P 2024-08-09 2005-12-11 1508 1648 -140 -140 50 SHS. AMPHENOL CORP. CLASS A P 2007-06-27 2025-09-12 5917 220 5697 5697 63512 965 0 965 0 965 0 0 0 0 0 X 50 1015 0 0 0 0 0 0 0 0 0 0 0 1 CT 1 0 0 0 0 1 N/A GREGORY AND ADAMS PC 2037629000 190 OLD RIDGEFIELD ROAD WILTON CT 06897 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LINDA SEIFERT 12108 LAKEWOOD COURT FT MEYERS FL 33908 CHAIR 0.00 0 0 0 CHRISTOPHER SEIFERT 108 WHITCOMB AVENUE JAMAICA PLAIN MA 02130 BOARD MEMBER 0.00 0 0 0 JEFFREY SEIFERT PO BOX 550 GEORGES MILLS NH 03751 BOARD MEMBER 0.00 0 0 0 TIMOTHY SEIFERT 12 KUBLER COURT CRESTED BUTTE CO 81244 BOARD MEMBER 0.00 0 0 0 NONE 0 NONE 0 0 715560 13999 0 729559 0 0 729559 10943 718616 35931 35931 965 965 34966 0 34966 0 34966 121000 0 121000 34966 0 0 11528 66195 72418 81372 54945 286458 121000 0 0 0 34966 86034 0 0 372492 0 0 0 0 0 0 11528 360964 66195 72418 81372 54945 86034 X AMERICARES 89 HAMILTON AVENUE STAMFORD CT 06902 PUBLIC CHARITY PC GENERAL SUPPORT 10000 BROOKLINE HIGH SCHOOL INNOVATION FUND 115 GREENOUGH STREET BROOKLINE MA 02445 PUBLIC CHARITY PC GENERAL SUPPORT 1000 COMMUNITY HOUSING & RESOURCES 2340 PERIWINKLE WAY SANIBEL FL 33957 PUBLIC CHARITY PC GENERAL SUPPORT 25000 DOCTORS WITHOUT BORDERS 40 RECTOR STREET NEW YORK NY 100061705 PUBLIC CHARITY PC GENERAL SUPPORT 10000 FAMILIES IN TRANSITION 122 MARKET STREET MANCHESTER NH 03101 PUBLIC CHARITY PC GENERAL SUPPORT 1000 FRIENDS OF BOSTON'S HOMELESS 12 WISE STREET JAMAICA PLAIN MA 02130 PUBLIC CHARITY PC GENERAL SUPPORT 1000 GUNNISON VALLEY MENTORS 101 N 8TH STREET GUNNISON CO 81230 PUBLIC CHARITY PC GENERAL SUPPORT 5000 HERMAN ANDERSON SUNRISE HOSPICE 997 HIGHWAY 90 CONWAY SC 29526 PUBLIC CHARITY PC GENERAL SUPPORT 5000 SHELL POINT EMPLOYEE SCHOLARSHIP FUND 1510 SHELL PONIT BOULEVARD FORT MYERS FL 33908 PUBLIC CHARITY PC GENERAL SUPPORT 10000 LIVING JOURNEYS 300 BELLVIEW AVENUE CRESTED BUTTE CO 81224 PUBLIC CHARITY PC GENERAL SUPPORT 5000 MEDICAL MISSIONS SISTERS 8400 PINE ROAD PHILADELPHIA PA 19111 PUBLIC CHARITY PC GENERAL SUPPORT 1000 MENTAL HEALTH CENTER OF GREATER NEW HAMPSHIRE 401 CYPRESS STREET MANCHESTER NH 03103 PUBLIC CHARITY PC GENERAL SUPPORT 1000 MOORE CENTER SERVICES 195 MCGREGORY STREET SUITE 400 MANCHESTER NH 03102 PUBLIC CHARITY PC GENERAL SUPPORT 1000 NAMI NEW HAMPSHIRE 85 STATE STREET CONCORD NH 03301 PUBLIC CHARITY PC GENERAL SUPPORT 2000 NEW HAMPSHIRE MUSCOLOSKELETAL INSTITUTE 35 KOSCIUSZKO STREET MANCHESTER NH 03101 PUBLIC CHARITY PC GENERAL SUPPORT 2000 PROJECT HOPE PO BOX 1812 GUNNISON CO 81230 PUBLIC CHARITY PC GENERAL SUPPORT 5000 HUMAN OUTREACH PROJECT 7404 SOUTH UNION PARK AVENUE MIDDLE UT 84047 PUBLIC CHARITY PC GENERAL SUPPORT 10000 ST JUDE'S CHILDREN'S RESEARCH 226 DANNY THOMAS PLACE MEMPHIS TN 38105 PUBLIC CHARITY PC GENERAL SUPPORT 1000 WAYPONT NEW HAMPSHIRE 464 CHESTNUT STREET MANCHESTER NH 03105 PUBLIC CHARITY PC GENERAL SUPPORT 2000 WORLD CENTRAL KITCHEN DONOR SERVICES PO BOX 96538 WASHINGTON DC 20090 PUBLIC CHARITY PC GENERAL SUPPORT 1000 SAINT MICHAEL & ALL ANGELS EPISCOPAL CHURCH 2304 PERIWINKLE WAY SANIBEL FL 33957 PUBLIC CHARITY PC GENERAL SUPPORT 10000 BREAKTHROUGH T1D PO BOX 5021 HAGERSTOWN MD 21741 PUBLIC CHARITY PC GENERAL SUPPORT 10000 GREATER BOSTON FOOD BANK 70 SOUTH BAY AVENUE BOSTON MA 02118 PUBLIC CHARITY PC GENERAL SUPPORT 1000 MEALS ON WHEELS OF HILLSBOROUGH COUNTY 46 MILFORD STREET MANCHESTER NH 03102 PUBLIC CHARITY PC GENERAL SUPPORT 1000 121000 0 14 5886 18 63512 0 69398 0 69398 4 ALL EARNINGS FROM ASSETS HELD BY THE FOUNDATION ARE USED TO PAY GRANTS 8 ALL CAPITAL GAINS AND LOSSES FROM ASSETS HELD BY THE FOUNDATION ARE USED TO PAY GRANTS 0 0 0 0 0 0 0 0 0 0 PERSHING ADVISOR SOLUTIONS, ACCOUNT #N7H-716094 FMV 400441 669469 ADR FEE 6 0 0 PAPER FILING FEE 24 0 0 19/19 INVESTMENT COUNSEL, INVESTMENT MANAGEMENT FEES 4342 0 0 FOREIGN TAXES WITHHELD 47 0 0