2021-05-10T08:21:57-05:00 2020-10-31 061092709 GOLDBLATT BOKOFF LLC 457 WEST MAIN STREET NORWICH CT 06360 990PF 2019-11-01 270785866 THE EDWARD AND MARY LORD FOUNDATION EDWA 8608843866 116 CASE STREET NORWICH CT 06360 KATHRYN LORD TRUSTEE 8608843866 2021-05-05 1 BRAD OATLEY P01958089 8608865108 2021-05-05 2019 2022-09-23 18:48:47Z X X 21032377 X X 443643 443643 910395 11228958 910395 1354038 1354038 89425 0 89425 2500 0 2500 161992 128464 33528 18966 8966 0 1961 522 1439 274844 137952 126892 894753 894753 1169597 137952 1021645 184441 1216086 364 364 413211 604414 604414 3444043 2926903 3086808 9055900 8245763 10773138 3015011 3504971 3660691 1983309 2686879 2906962 17911474 17969294 21032377 0 0 X 17911474 17969294 0 0 0 0 17911474 17969294 17911474 17969294 17911474 184441 14564 18110479 141185 17969294 PUBLICLY TRADED SECURITIES 11186279 10318563 867716 867716 CAPITAL GAINS DIVIDENDS P 42679 42679 42679 910395 0 991049 20377368 0.048635 907696 20523011 0.044228 952941 19476055 0.048929 939677 18844937 0.049864 936817 19325727 0.048475 0.240131 0.048026 20913705 1004402 12161 1016563 1021645 X 12161 0 12161 0 12161 34907 0 0 34907 0 22746 22746 0 0 0 0 0 0 0 0 0 0 0 1 1 CT 1 0 0 0 0 1 THEEDWARDANDMARYLORDFOUNDATION.COM KATHRYN LORD 2128523049 116 CASE STREET NORWICH CT 06360 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 KATHRYN LORD 116 CASE ST NORWICH CT 06360 TRUSTEE 20.00 48000 0 0 JOEL SUISMAN 115 GARDNER AVE NEW LONDON CT 06320 TRUSTEE 10.00 36000 0 0 JEFFREY LORD 241 MAIN ST NORWICH CT 06360 TRUSTEE 2.00 5425 0 0 NONE 0 NEUBERGER BERMAN 1290 AVENUE OF THE AMERICAS NEW YORK NY 10104 INVESTMENT MANAGEMENT 107915 BANK OF AMERICA NA 114 WEST 47TH ST NEW YORK NY 10036 AGENT 54077 0 0 20651036 581152 0 21232188 0 0 21232188 318483 20913705 1045685 1045685 12161 12161 1033524 0 1033524 0 1033524 1021645 0 1021645 12161 1009484 1033524 894753 0 0 1021645 894753 0 0 126892 0 0 0 0 0 0 0 0 906632 0 0 0 X COMMUNITY FOUNDATION OF EASTERN CT 147 STATE ST NEW LONDON CT 06320 PC UNRESTRICTED GENERAL SUPPORT 233180 SOCIETY OF THE FOUNDERS OF NORWICH PO BOX 62 NORWICH CT 06360 PC UNRESTRICTED GENERAL SUPPORT 30000 RELIANCE HEALTH 40 BROADWAY NORWICH CT 06360 PC UNRESTRICTED GENERAL SUPPORT 150000 ROSE CITY SENIOR CENTER 8 MAHAN DR NORWICH CT 06360 PC UNRESTRICTED GENERAL SUPPORT 10000 ALWAYS HOME 119 HIGH ST MYSTIC CT 06355 PC UNRESTRICTED GENERAL SUPPORT 21000 THE RIVERFRONT CHILDREN'S CENTER 476 THAMES ST GROTON CT 06340 PC UNRESTRICTED GENERAL SUPPORT 15000 NEW ENGLAND SCIENCE & SAILING FOUNDATION PO BOX 733 STONINGTON CT 06378 PC UNRESTRICTED GENERAL SUPPORT 39000 HIGH HOPES THERAPEUTIC RIDING 36 TOWN WOODS RD OLD LYME CT 06371 PC UNRESTRICTED GENERAL SUPPORT 10000 OPERATION FUEL INC 75 CHARTER OAK AVE SUITE 2-240 HARTFORD CT 06106 PC UNRESTRICTED GENERAL SUPPORT 10000 CHILDREN'S MUSEUM OF SOUTH EASTERN CT 409 MAIN ST NIANTIC CT 06357 PC UNRESTRICTED GENERAL SUPPORT 8240 ST VINCENT DE PAUL PLACE NORWICH INC 120 CLIFF ST NORWICH CT 06360 PC UNRESTRICTED GENERAL SUPPORT 10000 DENISON PEQUOTSEPOS NATURE CENTER 109 PEQUOTSEPOS RD MYSTIC CT 06355 PC UNRESTRICTED GENERAL SUPPORT 83333 WATERFORD COUNTRY SCHOOL 78 HUNTS BROOK RD QUAKER HILL CT 06375 PC UNRESTRICTED GENERAL SUPPORT 60000 MADONNA PLACE INC 240 MAIN ST NORWICH CT 06360 PC UNRESTRICTED GENERAL SUPPORT 75000 FLORENCE GRISWOLD MUSEUM INC 96 LYME ST OLD LYME CT 06371 PC UNRESTRICTED GENERAL SUPPORT 7500 JAMES MERRILL HOUSE 107 WATER ST STONINGTON CT 06378 PC UNRESTRICTED GENERAL SUPPORT 4500 EASTERN CT BALLET 435 BOSTON POST RD EAST LYME CT 06333 PC UNRESTRICTED GENERAL SUPPORT 6000 FLOCK THEATRE COMPANY 10 PROSPECT ST NEW LONDON CT 06320 PC UNRESTRICTED GENERAL SUPPORT 8000 SLATER MEMORIAL MUSEUM 108 CRESCENT ST NORWICH CT 06360 PC UNRESTRICTED GENERAL SUPPORT 10000 STONINGTON HISTORICAL SOCIETY 40 PALMER ST - 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