2022-11-14T08:50:57-06:00 2022-06-30 221478099 COHNREZNICK LLP 350 CHURCH STREET 12TH FLOOR HARTFORD CT 06103 990PF 2021-07-01 202055237 PEACH PIT FOUNDATION PEAC 8603980307 81R CESCA LANE DURHAM CT 06422 JESSICA SCHEFF TRUSTEE 8603980307 2022-11-12 1 JESSICA SCHEFF 999009999 JOSEPH SPAGNOLETTI P00641459 9592007000 2022-11-10 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X 9977673 X 1154088 274659 274659 684119 1277991 684119 2112866 958778 25000 12500 12500 2850 1425 1425 41353 41353 0 15087 4647 0 84290 59925 13925 425425 425425 509715 59925 439350 1603151 898853 122677 197291 197291 7583196 7911888 7911888 2019016 1748663 1748663 132664 119831 119831 9857553 9977673 9977673 0 0 X 0 0 0 0 9857553 9977673 9857553 9977673 9857553 9977673 9857553 1603151 0 11460704 1483031 9977673 PUBLICLY TRADED SECURITIES 1277991 593872 684119 684119 684119 12494 0 12494 0 12494 5280 0 0 0 5280 3 7217 0 0 0 0 0 0 0 0 0 0 1 1 CT 1 0 0 0 0 1 N/A JESSICA SCHEFF 8603980307 81R CESCA LANE DURHAM CT 06422 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SHARON GRIFFIN ONE NORTH OCEAN BLVD UNIT 504 BOCA RATON FL 33432 TRUSTEE 7.00 0 0 0 JESSICA SCHEFF 81R CESCA LANE DURHAM CT 06422 TRUSTEE 15.00 25000 0 0 NONE 0 NONE 0 0 10116201 249029 0 10365230 0 0 10365230 155478 10209752 510488 510488 12494 12494 497994 0 497994 0 497994 439350 0 439350 497994 419104 0 0 439350 419104 0 0 20246 0 0 0 0 0 0 0 0 477748 0 0 0 SHARON GRIFFIN X AFTER THE STORM 88 HARVEST WOOD ROAD ROCKFALL CT 06481 NONE PUBLIC CHARITY GENRAL FUND 10000 AMERICAN LEGION 58 BERNIE OROURKE DRIVE MIDDLETOWN CT 06457 NONE PUBLIC CHARITY GENERAL FUND 2500 BENCH WARMERS 43 SAND HILL ROAD DURHAM CT 06422 NONE PUBLIC CHARITY GENERAL FUND 5000 BIRDIES FOR CHARITY FOR BENEFIT OF NORTHERN MIDDLESEX YMCA 90 STATE HOUSE SQUARE 11TH FLOOR HARTFORD CT 06103 NONE PUBLIC CHARITY GENERAL FUND 72500 BOCA RATON REGIONAL HOSPITAL FOUNDATION 800 MEADOWS ROAD BOCA RATON FL 33486 NONE PUBLIC CHARITY GENERAL FUND 20000 BOSTON COLLEGE LAW PUBLIC INTEREST LAW FOUNDATION 885 CENTRE STREET NEWTON MA 02457 NONE PUBLIC CHARITY GENERAL FUND 75000 BUSINESS INDUSTRY FOUNDATIONS MIDDLESEX COUNTY 393 MAIN STREET MIDDLETOWN CT 06457 NONE PUBLIC CHARITY GENERAL FUND 20000 CARL G ANDERSON EDUCATION TRUST FUND 49 BUTTONBALL ROAD OLD LYME CT 06371 NONE PUBLIC CHARITY GENERAL FUND 1000 COGINCHAUG LITTLE LEAGUE PO BOX 34 DURHAM CT 06422 NONE PUBLIC CHARITY GENERAL FUND 10000 COMMUNITY FOUNDATION MIDDLESEX COUNTY 49 MAIN STREET MIDDLETOWN CT 06457 NONE PUBLIC CHARITY GENERAL FUND 73525 COSTAL STEWARD GUMBO LIMBO 885 CENTRE STREET NEWTON MA 02457 NONE PUBLIC CHARITY GENERAL FUND 1000 CT HUMANE SOCIETY 701 RUSSELL RD NEWINGTON CT 06111 NONE PUBLIC CHARITY GENERAL FUND 1000 CVEF PO BOX 19 DURHAM CT 06422 NONE PUBLIC CHARITY GENERAL FUND 4000 DURHAM MIDDLEFIELD YOUTH FOOTBALL LEAGUE PO BOX 66 MIDDLEFIELD CT 06455 NONE PUBLIC CHARITY GENERAL FUND 5000 FRIENDS OF BOCA RATON PUBLIC LIBRARY 400 NW 2ND AVE BOCA RATON FL 33432 NONE PUBLIC CHARITY GENERAL FUND 1000 FRIENDS OF PLAINVILLE LIBRARY 56 EAST MAIN ST PLAINVILLE CT 06062 NONE PUBLIC CHARITY GENERAL FUND 2000 GILEAD COMMUNITY SERVICES 222 MAIN STREET EXT MIDDLETOWN CT 06457 NONE PUBLIC CHARITY GENERAL FUND 20000 GRACE LUTHERAN PRESCHOOL 1055 RANDOLPH RD MIDDLETOWN CT 06457 NONE PUBLIC CHARITY GENERAL FUND 15000 MIDDLESEX COMMUNITY COLLEGE FOUNDATION 100 TRAINING HILL ROAD MIDDLETOWN CT 06457 NONE PUBLIC CHARITY GENERAL FUND 14000 MIDDLESEX HABITAT FOR HUMANITY 34 SHUNPIKE RD UNIT 24-26 CROMWELL CT 06416 NONE PUBLIC CHARITY GENERAL FUND 3000 MIDDLESEX UNITED WAY 100 RIVERVIEW CENTER SUITE 230 MIDDLETOWN CT 06457 NONE PUBLIC CHARITY GENERAL FUND 5000 MIDDLETOWN ROTARY CHARITABLE FUND PO BOX 1107 MIDDLETOWN CT 06457 NONE PUBLIC CHARITY GENERAL FUND 2400 NEW MEXICO CHILDRENS FOUNDATION PO BOX 8182 SANTA FE NM 87504 NONE PUBLIC CHARITY GENERAL FUND 2000 NORTHERN MIDDLESEX YMCA 99 UNION ST MIDDLETOWN CT 06457 NONE PUBLIC CHARITY GENERAL FUND 27500 OLD LYME FIRE DEPARTMENT 69 LYME STREET OLD LYME CT 06371 NONE PUBLIC CHARITY GENRAL FUND 1000 RUSHFORD 883 PADDOCK AVENUE MERIDEN CT 06450 NONE PUBLIC CHARITY GENRAL FUND 3000 SISTER CITIES ESSEX HAITI PO BOX 26 ESSEX CT 06426 NONE PUBLIC CHARITY GENERAL FUND 5000 TERRI BRODEUR BREAST CANCER FOUNDATION 187 WILLIAMS ST NEW LONDON CT 06320 NONE PUBLIC CHARITY GENERAL FUND 3000 THE TOMORROW FUND 110 LOCKWOOD STREET SUITE 422 PROVIDENCE RI 02903 NONE PUBLIC CHARITY GENERAL FUND 6000 UT SOUTHWESTERN MEDICAL CENTER PO BOX 91088 DALLAS TX 75391 NONE PUBLIC CHARITY GENERAL FUND 10000 WILKES UNIVERSITY 84 W SOUTH ST WILKESBARRE PA 18766 NONE PUBLIC CHARITY GENERAL FUND 5000 425425 0 14 274659 18 684119 0 958778 0 958778 11A NONE 0 0 0 0 0 0 0 0 0 0 X X 1 GRIFFIN FAMILY CHARITABLE LEAD ANNUITY TRUST 81R CESCA LANE DURHAM CT 06422 175816 X X 2 WILLIAM F AND SHARON GRIFFIN 1 NORTH OCEAN BLVD BOCA RATON FL 33432 978272 X 1 STOCK 172518 2 STOCK 978272 1931-12-31 ACCOUNTING FEE 2850 1425 1425 FORM 990PF, PART VII-B, LINE 1(A)(4) THE FOUNDATION PAYS MANAGEMENT FEES TO A DISQUALIFIED PERSON. THIS MEETS THE DEFINITION OF SELF DEALING AND AS SUCH, PART VII-B QUESTION 1A(4) HAS BEEN ANSWERED YES. HOWEVER, THE FEE PAID FOR THIS MANAGEMENT PROFESSIONAL SERVICE IS REASONABLE AND NOT EXCESSIVE. THE PAYMENT DOES NOT FAIL TO QUALIFY AS AN EXCEPTION AND THEREFORE PART VII-B QUESTION 1B HAS BEEN ANSWERED NO. SCHWAB FIXED INCOME 1748663 1748663 SCHWAB EQUITIES 7911888 7911888 SCHWAB OTHER FMV 119831 119831 NET CHANGE IN UNREALIZED LOSS/GAIN 1483031 CHARLES SCHWAB 41353 41353 0 FOREIGN TAX PAID 4647 4647 0 FEDERAL EXCISE TAX 10440 0 0