2025-07-28T11:28:06-05:00 2025-05-31 060312590 CUMMINGS & LOCKWOOD LLC 75 ISHAM 400 W HARTFORD CT 06107 990PF 2024-06-01 461567892 BARBOURTOWN FOUNDATION BARB 8603134930 CUMMINGS LOCKWOOD 75 ISHAM RD 40 WEST HARTFORD CT 06107 JONATHAN STANLEY TRUSTEE 8603134930 2025-07-28 1 0 MARSHA W FISHER P01823506 8603134918 2024 2025-03-06 01:10:19Z X 883058 X 4869 X 1417 1417 14802 14802 41413 124039 54074 62501 70293 0 0 0 8146 8146 0 220 0 50 6219 6110 0 14585 14256 50 37505 37505 52090 14256 37555 10411 56037 32157 37237 37237 483975 489306 845821 516132 526543 883058 0 0 X 0 0 0 0 516132 526543 516132 526543 516132 526543 516132 10411 0 526543 0 526543 GLENMEDE #2602-00-4/7 - DONATED SECURITIES 40887 4481 36406 36406 GLENMEDE #2602-00-4/7 - PURCHASED SECURITIES 83152 65484 17668 17668 54074 779 0 779 0 779 928 0 0 0 928 0 149 149 0 0 0 0 0 0 0 0 0 0 0 1 1 CT 1 0 0 0 0 1 N/A PAUL L BOURDEAU ESQUIRE 8603134930 75 ISHAM RD SUITE 400 WEST HARTFORD CT 06107 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 FRANK L STANLEY CUMMINGS LOCKWOOD 75 ISHAM RD STE 400 WEST HARTFORD CT 06107 TRUSTEE 0.00 0 0 0 ELIZABETH STANLEY CUMMINGS LOCKWOOD 75 ISHAM RD STE 400 WEST HARTFORD CT 06107 TRUSTEE 0.00 0 0 0 JONATHAN STANLEY CUMMINGS LOCKWOOD 75 ISHAM RD STE 400 WEST HARTFORD CT 06107 TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 0 882634 35569 0 918203 0 0 918203 13773 904430 45222 45222 779 779 44443 0 44443 0 44443 37555 0 37555 44443 32014 0 0 37555 32014 0 0 5541 0 0 0 0 0 0 0 0 38902 0 0 0 X ANCIENT BURYING GROUND ASSOCIATION INC PO BOX 347 HARTFORD CT 06141 NONE PUBLIC CURRENT USE FOR GENERAL CHARITABLE PURPOSES 1000 CANTON HISTORICAL MUSEUM (CANTON HISTORICAL SOCIETY INC) 11 FRONT STREET COLLINSVILLE CT 06019 NONE PUBLIC CURRENT USE FOR GENERAL CHARITABLE PURPOSES 1500 CANTON LAND CONSERVATION TRUST INC PO BOX 41 CANTON CENTER CT 06020 NONE PUBLIC CURRENT USE FOR GENERAL CHARITABLE PURPOSES 4500 CHOATE ROSEMARY HALL FOUNDATION INCORPORATED 333 CHRISTIAN ST WALLINGFORD CT 06492 NONE PUBLIC CURRENT USE FOR GENERAL CHARITABLE PURPOSES 1000 CONNECTICUT FOREST & PARK ASSOCIATION 16 MERIDEN ROAD ROCKFALL CT 06481 NONE PUBLIC CURRENT USE FOR GENERAL CHARITABLE PURPOSES 500 FARMINGTON RIVER WATERSHED ASSOCIATION INC 749 HOPMEADOW STREET SIMSBURY CT 06070 NONE PUBLIC CURRENT USE FOR GENERAL CHARITABLE PURPOSES 1000 FRIENDS OF JOHN JAY HOMESTEAD PO BOX 148 KATONAH NY 10536 NONE PUBLIC CURRENT USE FOR GENERAL CHARITABLE PURPOSES 5000 GARRISON FOREST SCHOOL INC 300 GARRISON FOREST RD OWINGS MILLS MD 21117 NONE PUBLIC CURRENT USE FOR GENERAL CHARITABLE PURPOSES 1000 HARTFORD HOSPITAL 80 SEYMOUR STREET HARTFORD CT 06102 NONE PUBLIC CURRENT USE FOR GENERAL CHARITABLE PURPOSES 6000 HOTCHKISS SCHOOL 11 INTERLAKEN RD LAKEVILLE CT 06039 NONE PUBLIC CURRENT USE FOR GENERAL CHARITABLE PURPOSES 1000 KNOX INC 75 LAUREL ST HARTFORD CT 06106 NONE PUBLIC CURRENT USE FOR GENERAL CHARITABLE PURPOSES 500 MCLEAN AFFILIATES INC (AKA MCLEAN) 75 GREAT POND ROAD SIMSBURY CT 06070 NONE PUBLIC CURRENT USE FOR GENERAL CHARITABLE PURPOSES 2500 NEW YORK BOTANICAL GARDEN 2900 SOUTHERN BLVD BRONX NY 10458 NONE PUBLIC CURRENT USE FOR GENERAL CHARITABLE PURPOSES 1005 PITTSBURGH HISTORY & LANDMARKS FOUNDATION 100 W STATION SQUARE DR STE 450 PITTSBURGH PA 15219 NONE PUBLIC CURRENT USE FOR GENERAL CHARITABLE PURPOSES 2000 RENBROOK SCHOOL INCORPORATED 2865 ALBANY AVENUE WEST HARTFORD CT 06117 NONE PUBLIC CURRENT USE FOR GENERAL CHARITABLE PURPOSES 2000 SALVATION ARMY THE (SALVATION ARMY NATIONAL CORP) 615 SLATERS LANE ALEXANDRIA VA 22314 NONE PUBLIC CURRENT USE FOR GENERAL CHARITABLE PURPOSES 4000 VNA HOME CARE ALLIANCE INC (FKA FARMINGTON VALLEY VNA) 8 OLD MILL LN SIMSBURY CT 06070 NONE PUBLIC CURRENT USE FOR GENERAL CHARITABLE PURPOSES 2000 WADSWORTH ANTHENEUM MUSEUM OF ART 600 MAIN STREET HARTFORD CT 06103 NONE PUBLIC CURRENT USE FOR GENERAL CHARITABLE PURPOSES 1000 37505 0 14 1417 14 14802 18 41413 0 57632 0 57632 0 0 0 0 0 0 0 0 0 0 THE FOUNDATION IS MAKING AN ELECTION UNDER SECTION 4942(A)-3.(D)(2)TO ALLOACATE $7,485 OF EXCESS QUALIFYING DISTRIBUTIONS MADE DURING FYE 05/31/2023 TO UNDISTRIBUTED INCOME FOR FYE 05/31/2022. STOCKS HELD THROUGH GLENMEDE #2602-00-4/7 489306 845821 CUMMINGS & LOCKWOOD LLC - LEGAL FEES 8146 8146 0 GLENMEDE - INVESTMENT MANAGEMENT FEES 6110 6110 0 BANK CHARGES - WIRE TRANSFER FEES 75 0 0 BANK CHARGES - NEW CHECK ORDER 34 0 0 GUIDESTAR - CHARITY CHECK 50 0 50 INTERNAL REVENUE SERVICE - ESTIMATED EXCISE TAX FYE 05/31/25 170 0 0