2026-05-29T08:21:37-05:00 2025-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 24 STONY HILL ROAD BETHEL CT 06801 990PF 2025-01-01 562491024 TAYLOR-ZEMO FOUNDATION INC TAYL 2034310143 100 DANBURY ROAD 104 RIDGEFIELD CT 06877 MICHAEL J TAYLOR VICE-PRESIDENT 2034310143 2026-05-22 1 ANTHONY W CIRONE JR P00373953 2037982721 2026-05-21 2025 2025-03-06 01:10:19Z X 432335 X 0 X 8558 8558 35931 108060 35931 44489 44489 0 0 0 4000 0 4000 4009 3550 459 8009 3550 4459 21773 21773 29782 3550 26232 14707 40939 27315 33904 33904 158 176 176 307463 315563 398255 334936 349643 432335 0 0 X 334936 349643 0 0 0 0 334936 349643 334936 349643 334936 14707 0 349643 0 349643 EATON VANCE ATLANTA CAPITAL SMID CAP FUND P 2024-10-28 2025-12-12 8467 10070 -1603 -1603 ETF ISHS INTER GOVT CR BD P 2024-07-05 2025-10-16 9060 8735 325 325 VANGUARD 500 INDEX FUND P 2020-12-16 2025-05-08 8930 5956 2974 2974 VANGUARD 500 INDEX FUND P 2020-12-16 2025-05-08 16070 10719 5351 5351 VANGUARD 500 INDEX FUND P 2020-12-16 2025-07-31 10000 5960 4040 4040 VANGUARD 500 INDEX FUND P 2020-12-16 2025-10-16 3578 2039 1539 1539 VANGUARD 500 INDEX FUND P 2020-12-21 2025-10-16 5499 3269 2230 2230 VANGUARD 500 INDEX FUND P 2021-01-07 2025-10-16 923 526 397 397 VANGUARD 500 INDEX FUND P 2021-01-07 2025-12-12 45000 24855 20145 20145 CAPITAL GAINS DIVIDENDS P 533 533 533 35931 569 0 569 0 569 0 0 1100 0 1100 19 512 512 0 0 0 0 0 0 0 0 0 0 0 1 1 CT 1 0 0 0 0 1 TAYLORZEMOFOUNDATION.ORG MIKE TAYLOR 2034310143 C/O STEPHEN J ZEMO LLC 100 DANBURY ROAD 104 RIDGEFIELD CT 06877 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 STEPHEN J ZEMO 100 DANBURY ROAD 104 RIDGEFIELD CT 06877 PRESIDENT/DIRECTOR 5.00 0 0 0 MICHAEL J TAYLOR 100 DANBURY ROAD 104 RIDGEFIELD CT 06877 VICE PRESIDENT/DIRECTOR 5.00 0 0 0 SARA RUTH LEIBOWITZ 87 SCOTT RIDGE ROAD RIDGEFIELD CT 06877 DIRECTOR 2.00 0 0 0 NONE 0 NONE 0 0 413097 10292 0 423389 0 0 423389 6351 417038 20852 20852 569 569 20283 0 20283 0 20283 26232 0 26232 20283 19490 0 0 26232 19490 0 0 6742 0 0 0 0 0 0 0 0 13541 0 0 0 STEPHEN J ZEMO X ANN'S PLACE 80 SAW MILL ROAD DANBURY CT 06810 NONE PC ONGOING OPERATIONS 257 KIDS IN DISTRESS 819 NORTHEAST 26TH STREET WILTON MANORS FL 33305 NONE PC ONGOING OPERATIONS 2500 LAUNDRY LOVE OF GREATER DANBURY 207 MAIN STREET RIDGEFIELD CT 06877 NONE PC ONGOING OPERATIONS 250 RIDGEFIELD EMERGENCY FUND 400 MAIN STREET RIDGEFIELD CT 06877 NONE PC DONATION FOR FOOD ASSISTANCE 1000 SOUP KITCHEN IN PROVINCETOWN 20 SHANK PAINTER ROAD PROVINCETOWN MA 02657 NONE PC ONGOING OPERATIONS 500 THE RIDGEFIELD LIBRARY 472 MAIN STREET RIDGEFIELD CT 06877 NONE PC GUARDIAN SOCIETY 1000 ST MICHAEL'S EPISCOPAL CHURCH 225 W 99TH STREET NEW YORK NY 10025 NONE PC FOR SATURDAY KITCHEN 253 THE ALDRICH CONTEMPORARY ART MUSEUM 4258 MAIN STREET RIDGEFIELD CT 06877 NONE PC KENNEDY CENTER PROJECT 1000 RIDGEFIELD SCHOLARSHIP GROUP INC PO BOX 823 RIDGEFIELD CT 06877 NONE PC SUSAN COCCO SCHOLARSHIP FUND 1100 ASSOCIATION OF RELIGIOUS COMMUNITIES DANBURY 24 DELAY STREET DANBURY CT 06810 NONE PC ONGOING OPERATIONS 1000 FRIENDS OF RIDGEFIELD COMMUNITY PROGRAMS INC 400 MAIN STREET RIDGEFIELD CT 06877 NONE PC ONGOING OPERATIONS 1053 FULL COURT PEACE 84 WEST AVE APARTMENT B3 NORWALK CT 06854 NONE PC ONGOING OPERATIONS 500 CAMERATA D'AMICI PO BOX 74 RIDGEFIELD CT 06877 NONE PC ONGOING OPERATIONS 100 A BETTER CHANCE IN RIDGEFIELD PO BOX 1044 RIDGEFIELD CT 06877 NONE PC RUTH LEIBOWITZ SCHOLARSHIP 10000 RIDGEFIELD HISTORICAL SOCIETY 4 SUNSET LANE RIDGEFIELD CT 06877 NONE PC ONGOING OPERATIONS 250 RIDGEFIELD YOUTH & FAMILY SERVICES 66 PROSPECT STREET RIDGEFIELD CT 06877 NONE PC ONGOING OPERATIONS 250 RVNAHEALTH 27 GOVERNOR STREET RIDGEFIELD CT 06877 NONE PC ONGOING OPERATIONS 250 ACT OF CONNECTICUT 36 OLD QUARRY ROAD RIDGEFIELD CT 06877 NONE PC ONGOING OPERATIONS 250 AMERICARES 88 HAMILTON AVENUE STAMFORD CT 06902 NONE PC ONGOING OPERATIONS 260 21773 0 14 8558 18 35931 0 44489 0 44489 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 4000 0 4000 VANGUARD MF - 500 INDEX ADML CL AT COST 87390 158275 VANGUARD MF - S/T BOND INDEX FUND AT COST 60000 60931 ETF ISHS INTER GOVT AT COST 43253 44121 DODGE & COX INCOME FUND AT COST 55000 56149 INVESCO S&P 500 AT COST 30246 33547 ISHARES MID-CAP AT COST 19844 22638 ISHARES SMALL-CAP AT COST 19830 22594 BANK SERVICE CHARGES 3197 3197 0 POSTAGE 63 0 63 TAXES 353 353 0 WEBSITE 346 0 346 FILING FEES 50 0 50