2025-05-13T11:44:50-05:00 2024-12-31 060317480 DAY PITNEY LLP 263 TRESSER BLVD 7TH FL STAMFORD CT 06901 990PF 2024-01-01 061663665 THE JAMES & MARY ELLEN MARPE FAMILY FOUNDATION JAME 2039777300 DAY PITNEY LLP 263 TRESSER BLVD STAMFORD CT 06901 JAMES S MARPE TRUSTEE 2039777300 2025-05-13 1 0 GREGORY A HAYES P00836254 2039777300 2024 2025-03-06 01:10:19Z X 200576 X X 94 94 3765 3765 44630 119099 44630 48489 48489 0 0 0 3513 2342 1171 1921 1921 0 58 58 0 150 150 0 5642 4471 1171 92275 92275 97917 4471 93446 -49428 44018 16049 29082 29082 175968 113517 171494 192017 142599 200576 0 0 X 0 0 0 0 192017 142599 192017 142599 192017 142599 192017 -49428 10 142599 0 142599 MERRILL LYNCH *4553 14702 14140 562 562 MERRILL LYNCH *4553 99929 60329 39600 39600 CAPITAL GAINS DIVIDENDS P 4468 4468 4468 44630 612 0 612 0 612 727 0 0 0 727 0 115 115 0 0 0 0 0 0 0 0 0 0 0 1 1 CT 1 0 0 0 0 1 N/A GREGORY A HAYES ESQ 2039777300 DAY PITNEY LLP 263 TRESSER BLVD STAMFORD CT 06901 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JAMES MARPE 57 MORNINGSIDE DRIVE SOUTH WESTPORT CT 06880 TRUSTEE 0.25 0 0 0 MARY ELLEN MARPE 57 MORNINGSIDE DRIVE SOUTH WESTPORT CT 06880 TRUSTEE 0.25 0 0 0 NONE 0 NONE 0 0 221012 19156 0 240168 0 0 240168 3603 236565 11828 11828 612 612 11216 0 11216 0 11216 93446 0 93446 11216 0 0 31203 62108 38653 175956 89095 397015 93446 0 0 0 11216 82230 0 0 479245 0 0 0 0 0 0 31203 448042 62108 38653 175956 89095 82230 JAMES MARPE MARY ELLEN MARPE X ALS RESEARCH FOUNDATION 1300 WILSON BLVD STE 600 ARLINGTON VA 22209 NONE PUBLIC CHARITY UNRESTRICTED GRANT 26 BUILDERS BEYOND BORDERS 66 FORT POINT ST NORWALK CT 06855 NONE PUBLIC CHARITY UNRESTRICTED GRANT 368 CARVER CENTER 7 ACADEMY ST NORWALK CT 06850 NONE PUBLIC CHARITY UNRESTRICTED GRANT 200 CASE WESTERN RESERVE UNIVERSITY 10900 EUCLID AVE CLEVELAND OH 44106 NONE PUBLIC CHARITY UNRESTRICTED GRANT 2500 CATCH-A-LIFT FUND 2066 YORK RD 205A TIMONIUM MD 21093 NONE PUBLIC CHARITY UNRESTRICTED GRANT 1120 CLASP HOMES 246 POST ROAD EAST WESTPORT CT 06880 NONE PUBLIC CHARITY UNRESTRICTED GRANT 634 COLORECTAL CANCER ALLIANCE (BOTTOMS UP) 1025 VERMONT AVE NW STE 1066 WASHINGTON DC 20005 NONE PUBLIC CHARITY UNRESTRICTED GRANT 5550 CONSUMER REPORTS FOUNDATION 101 TRUMAN AVE YONKERS NY 10703 NONE PUBLIC CHARITY UNRESTRICTED GRANT 50 CT CHALLENGE PO BOX 566 SOUTHPORT CT 06890 NONE PUBLIC CHARITY UNRESTRICTED GRANT 525 EARTHPLACE NATURE CENTER 10 WOODSIDE LANE WESTPORT CT 06880 NONE PUBLIC CHARITY UNRESTRICTED GRANT 1050 FAIRFIELD UNIVERSITY 1073 N BENSON ROAD FAIRFIELD CT 06824 NONE PUBLIC CHARITY UNRESTRICTED GRANT 1160 GREENS FARMS CHURCH 71 HILLANDALE RD WESTPORT CT 06880 NONE PUBLIC CHARITY UNRESTRICTED GRANT 8000 HEARING LOSS ASSOCIATION OF AMERICA 6116 EXECUTIVE BLVD STE 320 ROCKVILLE MD 20852 NONE PUBLIC CHARITY UNRESTRICTED GRANT 500 HOMES WITH HOPE 59 MYRTLE AVE WESTPORT CT 06880 NONE PUBLIC CHARITY UNRESTRICTED GRANT 1530 LAMBDA LEGAL DEFENSE & EDUCATION FUND 120 WALL ST 19TH FL NEW YORK NY 10005 NONE PUBLIC CHARITY UNRESTRICTED GRANT 1000 METROPOLITAN GOLF ASSOCIATION CADDIE SCHOLARSHIP FUND 49 KNOLLWOOD RD ELMSFORD NY 10523 NONE PUBLIC CHARITY UNRESTRICTED GRANT 300 ORCHESTRA LUMOS 263 TRESSER BLVD STAMFORD CT 06901 NONE PUBLIC CHARITY UNRESTRICTED GRANT 23500 OUR COMPANIONS ANIMAL RESCUE 34 SANRICO DRIVE MANCHESTER CT 06042 NONE PUBLIC CHARITY UNRESTRICTED GRANT 1000 PAN-MASS CHALLENGE (DANA FARBER CANCER INSTITUTE) 77 4TH AVE NEEDHAM MA 02494 NONE PUBLIC CHARITY UNRESTRICTED GRANT 257 PENNSYLVANIA STATE UNIVERSITY 116 OLD MAIN UNIVERSITY PARK PA 16802 NONE PUBLIC CHARITY UNRESTRICTED GRANT 500 PIVOT MINISTRIES 495 JANE ST BRIDGEPORT CT 06608 NONE PUBLIC CHARITY UNRESTRICTED GRANT 665 PLANNED PARENTHOOD PO BOX 97166 WASHINGTON DC 20090 NONE PUBLIC CHARITY UNRESTRICTED GRANT 26 POSITIVE DIRECTIONS OF WESTPORT 90 POST ROAD W WESTPORT CT 06880 NONE PUBLIC CHARITY UNRESTRICTED GRANT 250 ST JUDE CHILDREN'S RESEARCH HOSPITAL 501 ST JUDE PLACE MEMPHIS TN 38105 NONE PUBLIC CHARITY UNRESTRICTED GRANT 1000 STAPLES TUITION GRANTS PO BOX 5159 WESTPORT CT 06881 NONE PUBLIC CHARITY UNRESTRICTED GRANT 515 TALONS REACH FOUNDATION 59 MARKS WAY BELGRADE MT 59714 NONE PUBLIC CHARITY UNRESTRICTED GRANT 206 TUNNEL TO TOWERS FOUNDATION 2361 HYLAN BLVD STATEN ISLAND NY 10306 NONE PUBLIC CHARITY UNRESTRICTED GRANT 103 UCONN 2390 ALUMNI DRIVE STORRS CT 06269 NONE PUBLIC CHARITY UNRESTRICTED GRANT 217 WESTPORT CENTER FOR SENIOR ACTIVITIES 21 IMPERIAL AVE WESTPORT CT 06880 NONE PUBLIC CHARITY UNRESTRICTED GRANT 350 WESTPORT COUNTRY PLAYHOUSE 25 POWERS COURT WESTPORT CT 06880 NONE PUBLIC CHARITY UNRESTRICTED GRANT 27286 WESTPORT CT POLICE ATHLETIC LEAGUE PO BOX 3222 WESTPORT CT 06880 NONE PUBLIC CHARITY UNRESTRICTED GRANT 250 WESTPORT CT VFW POST 399 465 RIVERSIDE AVE WESTPORT CT 06880 NONE PUBLIC CHARITY UNRESTRICTED GRANT 258 WESTPORT FARMERS MARKET PO BOX 322 WESTPORT CT 06880 NONE PUBLIC CHARITY UNRESTRICTED GRANT 580 WESTPORT LIBRARY ASSOCIATION 20 JESUP RD WESTPORT CT 06880 NONE PUBLIC CHARITY UNRESTRICTED GRANT 2000 WESTPORT PARKS & RECREATIONWAKEMAN TOWN FARM 134 CROSS HIGHWAY WESTPORT CT 06880 NONE PUBLIC CHARITY UNRESTRICTED GRANT 3625 WESTPORT ROTARY CLUB FOUNDATION PO BOX 743 WESTPORT CT 06881 NONE PUBLIC CHARITY UNRESTRICTED GRANT 3036 WESTPORT SUNRISE ROTARY 21ST CENTURY PO BOX 43 WESTPORT CT 06880 NONE PUBLIC CHARITY UNRESTRICTED GRANT 457 WESTPORT UNIFORMED FIREFIGHTERS CHARITABLE FDTN 515 POST RD E WESTPORT CT 06880 NONE PUBLIC CHARITY UNRESTRICTED GRANT 881 WESTPORT VOLUNTEER EMS 50 JESUP ROAD WESTPORT CT 06880 NONE PUBLIC CHARITY UNRESTRICTED GRANT 300 WSHU PUBLIC RADIO PO BOX 411589 BOSTON MA 02241 NONE PUBLIC CHARITY UNRESTRICTED GRANT 500 92275 0 14 94 14 3765 18 44630 0 48489 0 48489 0 0 0 0 0 0 0 0 0 0 ABBEY CAP FUTURES STRAT FUND AT COST 3246 3182 AQR DIV ARBITRAGE FUND AT COST 3773 4460 BLACKROCK EVENT DRIVEN EQUITY FUND AT COST 4254 4370 BLACKROCK GBL LONG SHORT CRED FUND AT COST 1823 1681 BLACKROCK GBL EQTY MKT NTRL FUND AT COST 1465 1728 BLACKROCK STRAT INC OPP FUND AT COST 3174 3101 COLUMBIA SELECT LARGE CAP FUND AT COST 9426 10659 DIMENSIONAL EMERG EQUITY MKT AT COST 5192 5505 EATON VANCE GLB MACRO FUND AT COST 1695 1720 GOTHAM ABSOLUTE RETURN FUND AT COST 1066 1466 GOTHAM INDEX PLUS FUND AT COST 667 857 FULLER THALER SMALL CAP EQ FUND AT COST 6836 9176 ISHARES CORE S&P MID-CAP ETF AT COST 7076 9284 ISHARES TR 5-10 BOND ETF AT COST 2981 3091 JPMORGAN HEDGED EQUITY FUND AT COST 1452 1780 JOHN HANCOCK DIVSFD MACRO FUND AT COST 2030 1844 LOOMIS SAYLES GROWTH FUND AT COST 6262 23168 NEUBERGER BERMAN LONG SHORT FUND AT COST 4704 5400 PGIM TOTAL RETURN BOND FUND AT COST 3044 3109 PIMCO DYNAMIC BOND FUND AT COST 1931 1796 MFS INTL DIVERS FUND AT COST 14158 20545 MFS VALUE FUND AT COST 14972 26806 SPDR S&P 500 ETF AT COST 4815 19341 VICTORY MARKET NEUTRAL FUND AT COST 947 934 ABBEY CAPITAL MULTI FUND AT COST 1682 1717 ALPS SMITH TOTAL RETURN FUND AT COST 3172 3066 CATALYST MILLBURN HEDGE FUND AT COST 1674 1708 DAY PITNEY LLP 3513 2342 1171 MERRILL LYNCH ANNUAL FEE 150 150 0 ADJUSTMENT FOR BOOK/TAX DIFFERENCES 10 VACHERON DISABATO & ASSOC. 1921 1921 0 FOREIGN TAX PAID 58 58 0