2026-05-04T13:36:33-05:00 2025-12-31 141569720 KIRSHON & COMPANY PC PO BOX 1999 22 IBM ROAD STE 210 POUGHKEEPSIE NY 12601 990PF 2025-01-01 876899023 AMBELLAN CHARITABLE FOUNDATION AMBE 8454541110 1733 MAIN ST PLEASANT VALLEY NY 12569 ALLAN B RAPPLEYEA TRUSTEE 8454541110 2026-04-28 1 ANN E KUMMER EA CPA P00281980 8454731811 2026-04-28 2025 2025-03-06 01:10:19Z X 2235833 X X 1378 1378 48053 48053 53918 246912 53918 103349 103349 15326 7663 7663 4341 0 4341 4800 1600 3200 19377 19377 0 1038 0 0 70 0 70 2063 0 2062 47015 28640 17336 82500 82500 129515 28640 99836 -26166 74709 35883 20784 20784 51330 83666 83666 0 50000 50798 1222813 1130070 1801705 275113 274576 278764 201 116 116 1585340 1559212 2235833 401 439 401 439 X 0 0 0 0 1584939 1558773 1584939 1558773 1585340 1559212 1584939 -26166 0 1558773 0 1558773 ABBVIE (39 SHS) 2022-01-14 2025-01-06 7058 5205 1853 1853 ABBVIE (39 SHS) 2022-02-15 2025-01-06 7058 5664 1394 1394 ABBVIE (30 SHS) 2022-03-15 2025-01-06 5429 4580 849 849 ABBVIE (39 SHS) 2022-02-24 2025-01-06 7058 5655 1403 1403 ALPHABET INC CAP CL A (19 SHS) 2022-01-14 2025-01-06 3751 2645 1106 1106 ALPHABET INC CAP CL A (80 SHS) 2022-02-15 2025-01-06 15795 10962 4833 4833 ALPHABET INC CAP CL A (14 SHS) 2022-02-24 2025-01-06 2764 1774 990 990 APPLE (32 SHS) 2022-02-24 2025-01-06 7886 4988 2898 2898 APPLE (2 SHS) 2022-03-15 2025-01-06 493 302 191 191 APPLE (32 SHS) 2022-01-14 2025-01-06 7886 5497 2389 2389 APPLE (32 SHS) 2022-02-15 2025-01-06 7887 5486 2401 2401 CIGNA 4.5% 2/25/26 (50000) 2022-08-30 2025-12-31 50000 50249 -249 -249 JPMORGAN CHASE (44 SHS) 2022-02-24 2025-01-06 10650 6226 4424 4424 JPMORGAN CHASE (10 SHS) 2022-02-15 2025-01-06 2420 1558 862 862 JPMORGAN CHASE (15 SHS) 2022-04-19 2025-01-06 3631 1927 1704 1704 JPMORGAN CHASE (54 SHS) 2022-03-15 2025-01-06 13071 7120 5951 5951 KLA-TENCOR (3 SHS) 2022-03-15 2025-01-06 2071 971 1100 1100 KLA-TENCOR (5 SHS) 2022-02-15 2025-01-06 3451 1894 1557 1557 KLA-TENCOR (14 SHS) 2022-02-24 2025-01-06 9663 4723 4940 4940 MICROSOFT (16 SHS) 2022-01-14 2025-01-06 6903 4917 1986 1986 MICROSOFT (6 SHS) 2022-02-15 2025-01-06 2589 1802 787 787 TORONTO-DOMINION 4.5% (50000) 2022-08-15 2025-11-18 50000 50000 0 0 UNITED RENTALS (8 SHS) 2022-02-15 2025-01-06 5543 2578 2965 2965 UNITED RENTALS (8 SHS) 2022-01-14 2025-01-06 5542 2640 2902 2902 UNITED RENTALS (4 SHS) 2022-03-15 2025-01-06 2771 1285 1486 1486 UNITED RENTALS (8 SHS) 2022-02-24 2025-01-06 5542 2346 3196 3196 53918 1038 0 1038 0 1038 600 0 0 0 600 1 439 0 0 0 0 0 0 0 0 0 0 1 1 CT 1 0 0 0 0 1 N/A KIRSHON COMPANY 8454731811 22 IBM ROAD STE 210 POUGHKEEPSIE NY 12601 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ALLAN B RAPPLEYEA 1733 MAIN ST PLEASANT VALLEY NY 12569 TRUSTEE 1.00 7663 0 0 HAROLD WILLIAM DAVIS 66 QUAKER FARMS DRIVE SOUTHBURY CT 06488 TRUSTEE 1.00 7663 0 0 NONE 0 NONE 0 0 1960864 89132 0 2049996 0 0 2049996 30750 2019246 100962 100962 1038 1038 99924 0 99924 0 99924 99836 0 99836 99924 83638 0 0 99836 83638 0 0 16198 0 0 0 0 0 0 0 0 83726 0 0 0 ALLAN B RAPPLEYEA TRUSTEE 1733 MAIN ST PLEASANT VALLEY NY 12569 8454541110 TRUSTEES DETERMINE WHETHER TO INVITE A FULL PROPOSAL FROM AN INITIAL LETTER OF INQUIRY. THOSE INVITED TO OFFER A FULL PROPOSAL MUST FOLLOW PROPOSAL FORMAT AND INCLUDE GOALS, STRATEGIES, TIME LINES, ANTICIPATED OUTCOMES, BACKGROUND OF APPLYING ORGANIZATION, BUDGETS FOR BOTH APPLIED FUNDS AND ORGANIZATION, INFORMATION ON OTHER SOURCES OF FINANCIAL SUPPORT, FINANCIAL STATEMENTS, IRS CERTIFICATION OF EXEMPT STATUS, AND OTHER INFORMATION. THE ANNUAL SUBMISSION DEADLINE IS AUGUST 30TH. NONE. BH CARE INC 435 EAST MAIN ST ANSONIA CT 06401 NONE PC GENERAL PURPOSE FOR VICTIMS OF DOMESTIC VIOLENCE 20000 CENTER FOR THE PREVENTION OF CHILD ABUSE 35 VAN WAGNER ROAD POUGHKEEPSIE NY 12603 NONE PC GENERAL PURPOSE FOR PREVENTION OF CHILD ABUSE 3500 CHURCH OF IMMACULATE CONCEPTION 4 LAVELLE RD AMENIA NY 12501 NONE PC TO SUPPORT THE ORGANIZATION'S COMMUNITY FOOD PANTRY. 3500 MARINE TOYS FOR TOTS FOUNDATION 18251 QUANTICO GATEWAY DRIVE TRIANGLE VA 22172 NONE PC TO SUPPORT THE ORGANIZATION'S MISSION TO COLLECT NEW UNWRAPPED TOYS FOR DISTRIBUTION TO ECONOMICALLY DISADVANTAGED CHILDREN AT CHRISTMAS. 5000 MILLBROOK COMMUNITY PARTNERSHIP DBA THE THORNE CENTER PO BOX 1087 MILLBROOK NY 12545 NONE PC TO SUPPORT THE ORGANIZATION'S MISSION TO SUPPORT MILLBROOK WITH GREEN SPACES AND A COMMUNITY CENTER. 20000 NORTH EAST COMMUNITY CENTER FOOD PANTY 28 LIBERTY STREET NEW YORK NY 10005 NONE PC TO SUPPORT THE ORGANIZATION'S COMMUNITY FOOD PANTRY. 3500 SOMERS LIBRARY ROUTE 139 REIS PARK SOMERS NY 10589 NONE PC TO SUPPORT THE ORGANIZATION'S MISSION TO PROVIDE LIBRARY SERVICES TO ITS COMMUNITY. 5000 SOUTHBURY AMBULANCE ASSOCIATION 68 GEORGES HILL ROAD SOUTHBURY CT 06488 NONE PC TO SUPPORT THE ORGANIZATION'S MISSION TO PROVIDE AMBULANCE SERVICES TO ITS COMMUNITY. 3500 SOUTHBURY FOOD BANK PO BOX 68 SOUTHBURY CT 06488 NONE PC TO SUPPORT THE ORGANIZATION'S COMMUNITY FOOD PANTRY. 3500 ST JUDE CHILDREN'S RESEARCH HOSPITAL 501 ST JUDE PLACE MEMPHIS TN 38105 NONE PC TO SUPPORT THE ORGANIZATION'S MISSION OF TREATING CHILDHOOD ILLNESSES. 5000 MEMORIAL SLOAN KETTERING CANCER CENTER PO BOX 27106 NEW YORK NY 10087 NONE PC TO SUPPORT THE HOSPITAL'S EFFORTS AT TREATING VARIOUS CANCERS. 5000 DEFENDERS OF WILDLIFE 1130 17TH STREET NW WASHINGTON DC 20036 NONE PC TO SUPPORT THE ORGANIZATION'S MISSION OF PROTECTING WILDLIFE SPECIES AND HABITATS. 5000 82500 0 14 1378 14 48053 18 53918 0 103349 0 103349 0 0 0 0 0 0 0 0 0 0 KIRSHON & COMPANY PC 4800 1600 3200 LOWES CORP 3.65% 04/05/29 49415 49382 CITIGROUP GLBL MKTS SR 4.3% 08/11/29 50000 50012 DUKE ENERGY CORP 5.25% 04/01/33 75496 77803 CONOCOPHILLIPS CO 3.75% 10/1/27 49776 49827 THERMO FISCHER SCIENTIFIC 4.95% 11/21/32 49889 51740 ABBVIE 45631 70832 ALPHABET INC CAP CL A 58991 156500 AMAZON.COM 27023 46164 AMERICAN TOWER 5962 4214 APPLE 61057 108744 CATERPILLAR 22952 65880 CITIGROUP 45083 94402 COCA COLA 30898 34955 COGNIZANT TECH SOLUTIONS 33966 37184 EOG RESOURCES 39207 36018 EXXONMOBIL 36416 51144 HOME DEPOT 41695 46453 INTEL 40240 35387 JOHNSON & JOHNSON 19686 24006 JPMORGAN CHASE 46873 128888 KLA-TENCOR 40056 145810 LOCKHEED MARTIN 16409 19347 MCDONALDS 47841 58681 MERCK & CO 40207 49893 MICROSOFT 56237 101560 NEXTERA ENERGY 15686 15735 NUCOR 65917 85143 PFIZER 35321 17729 PHILIP MORRIS INTL 25678 41383 RTX CORP COM 20034 39248 SIMON PROPERTY GROUP 10412 16290 SMUCKER JM 29581 21225 TRACTOR SUPPLY 46456 56511 UNITED RENTALS 26469 72839 VERIZON COMMUNICATIONS 36514 29896 VISA 42508 71896 WALT DISNEY 19064 17748 50000 50798 0 0 CORBALLY, GARTLAND & RAPPLEYEA 2031 0 2031 THOMAS M SUTNIK ESQ 2310 0 2310 DIVIDENDS RECEIVABLE 201 116 116 STATE OF CONNECTICUT RE ACCOUNTING 2044 0 2044 BANK CHARGES 18 0 18 PENALTY 1 0 0 FEDERAL EXCISE TAX PAYABLE 401 439 BANK OF MILLBROOK 19377 19377 0 FEDERAL EXCISE TAX 1038 0 0