2020-11-10T08:49:56-06:00 2019-12-31 030500350 AO & COMPANY LLC 1000 BRIDGEPORT AVE SHELTON CT 06484 990PF 2019-01-01 237124098 NATIONAL EMPHYSEMA FOUNDATION INC NATI 2038665000 128 EAST AVENUE NORWALK CT 06851 RONALD NAIR ESQ TRUSTEE 2038665000 2020-10-28 true JOHN ACCAVALLO CPA P01943427 2039259600 2020-11-03 75.146.7.21 2020-11-10 08:49:56 CS P 885EA6DBC9E2190F882C51DC55EB213DB9B65904 885EA6DBC9E2190F882C51DC55EB213DB9B65904 2019 2021-04-22 16:20:28Z X 3612192 X 29074 X 108888 108888 207561 1185662 14520 22 22 345545 123430 23200 7265 7265 4982 4982 595 23540 23540 511 511 15618 1500 14118 75711 6482 45434 159220 159220 234931 6482 204654 110614 116948 2 1 313308 925701 925701 481917 435303 282609 805627 520682 496024 1366971 1194374 1907858 15970 13592 2378 2967825 3078439 3612192 0 X 2967825 3078439 2967825 3078439 2967825 3078439 2967825 110614 3078439 3078439 14520 false 185930 3412132 0.054491 177914 3551043 0.050102 191770 3404862 0.056322 242912 3490505 0.069592 150551 3591911 0.041914 0.272421 0.054484 3376267 183953 1169 185122 204654 X 1169 1169 1169 1500 1500 X 5 326 326 false false false false false false false true true CT true false false false false true EMPHYSEMAFOUNDATION.ORG JOHN A ACCAVALLO CPA 2039259600 1000 BRIDGEPORT AVENUE SHELTON CT 06484 false false false false true false false false false false false false false false false false false false false false false DR LAURENCE NAIR 26 CANTERBURY ROAD HAMDEN CT 06514 TRUSTEE 000.00 3000 0 0 RONALD NAIR ESQ 36 OLD BOSTON ROAD WILTON CT 06897 TRUSTEE 000.00 14700 0 0 ANDREW BHAK 1215 WEST 90TH STREET APT 12D NEW YORK NY 10024 TRUSTEE 000.00 0 0 0 NONE NONE N/A 2806988 619505 1189 3427682 3427682 51415 3376267 168813 168813 1169 1169 167644 167644 167644 204654 204654 1169 203485 167644 17618 17618 204654 167644 37010 54628 0 54628 17618 37010 X DEBORAH HOSPITAL FOUNDATI 20 PINE MILLS BROWNS MILLS NJ 08015 COMMUNITY 10000 NORWALK HOSPITAL 34 MAPLE STREET NORWALK CT 06850 COMMUNITY 20000 YALE UNIVERSITY 500 COLLEGE STREET NEW HAVEN CT 06511 EDUCATION 10000 AMERICAN THORACIC SOCIETY 61 BROADWAY 4TH FLOOR NEW YORK NY 10006 RESEARCH 20000 CAPE COD COPD SUPPORT 150 ROCK HARBOR ROAD ORLEANS MA 02653 COMMUNITY 1000 AMERICARES 88 HAMILTON AVENUE STAMFORD CT 06902 DIRECT PATIENT CARE 7500 NORWALK COMMUNITY COLLEGE FOUND 188 RICHARD AVE NORWALK CT 06854 COMMUNITY 10000 ASPEN LUNG CONFERENCE 1414 SOUTH LIMA STREET AURORA CO 80012 EDUCATION 10000 NATIONAL JEWISH HEALTH 1400 JACKSON STREET DENVER CO 80206 RESEARCH 25000 PULMONARY EDUCATION AND RESEARCH 25837 OAK STREET LOMITA CA 90717 RESEARCH 500 CEBU DOCTORS UNIVERSITY NORTH RECLAMATION AREA CEBU CT 06484 EDUCATION 2600 NUVANCE HEALTH 1351 ROUTE 55 LAGRANGEVILLE NY 12540 EDUCATION 12000 QUINNIPIAC UNIVERSITY 275 MT CARMEL AVE HAMDEN CT 06518 EDUCATION 10000 SARASOTA MEMORIAL 1700 S TAMIAMI TRAIL SARASOTA FL 34239 EDUCATION 5000 ST FRANCIS HOSPITAL 114 WOODLAND ST HARTFORD CT 06105 EDUCATION 6500 HEALTH WAGON 5626 PATRIOT DRIVE WISE VA 24293 DIRECT PATIENT CARE 2060 MIDSTATE MEDICAL 435 LEWIS AVE MERIDEN CT 06451 DIRECT PATIENT CARE 2500 HEALTH WAGON 5626 PATRIOT DRIVE WISE VA 24293 COMMUNITY 2060 MIDSTATE MEDICAL 435 LEWIS AVE MERIDEN CT 06451 COMMUNITY 2500 159220 14 108888 14 22 18 14 207547 108924 207547 316471 false false false false false false false false false false PREPARATION OF FINANCIALS & TAX 7265 7265 . FAX/PRINTER 2002-11-01 360 360 S/L 5.0000 COMPUTER 2002-06-01 2640 2640 S/L 5.0000 COMPUTER 2001-06-01 3487 3487 S/L 5.0000 FUNITURE & FIXTURES 1999-07-01 3934 3934 S/L 7.0000 COMPUTER EQUIPMENT 2004-06-01 4322 4322 S/L 5.0000 COMPUTER & EQUIPMENT 2005-09-05 2329 2329 200DB 7.0000 COMPUTER 2013-10-04 2052 2052 200DB 5.0000 COMPUTER 2019-02-28 1254 200DB 5.0000 MAC COMPUTER 2019-05-20 1719 200DB 5.0000 595 COMPUTER 2001-06 PURCHASE 2019-01 3487 3487 COMPUTER 2002-06 PURCHASE 2019-01 2640 2640 HERCULES CAPITAL 2014-07 PURCHASE 2019-01 8075 8075 HERCULES CAPITAL 2014-07 PURCHASE 2019-02 8075 8075 WABTEC CORP 2019-02 PURCHASE 2019-02 49 53 -4 SPRINT CAPITAL CORP 2011-06 PURCHASE 2019-03 48494 48722 -228 GENERAL ELECTRIC 2017-10 PURCHASE 2019-06 39232 47402 -8170 UNITED STATES STL CORP 2009-06 PURCHASE 2019-06 15115 36406 -21291 CITIZENS COMMUNICATIONS 2013-10 PURCHASE 2019-06 32472 60207 -27735 EXCO RES INC 2013-04 PURCHASE 2019-08 3 41 -38 GTE NORTH INC 2011-06 PURCHASE 2019-08 46538 48750 -2212 BB&T CORPORATION 2018-01 PURCHASE 2019-09 49750 50288 -538 AMTRUST FINANCIAL SERVICES INC 2015-06 PURCHASE 2019-09 19269 25000 -5731 FIRST REPUBLIC BANK 2013-04 PURCHASE 2019-10 20000 20000 BRISTOL MYERS 2016-10 PURCHASE 2019-11 2734 2413 321 LAMB WESTON HOLDINGS INC 2008-06 PURCHASE 2019-11 25034 4933 20101 BANK OF AMERICA CORP 2018-05 PURCHASE 2019-12 26883 25000 1883 ZIONS BANCORP 2013-05 PURCHASE 2019-12 76682 75000 1682 CONVERTIBLE SECURITIES PURCHASE 64944 64679 265 EXTENDED MARKET INDEX ADM PURCHASE 75500 15737 59763 REAL ESTATE INDEX ADM PURCHASE 10000 8177 1823 SMALL CAP INDEX FUND ADM PURCHASE 26600 5282 21318 TOT INTL STOCK IX PURCHASE 37000 38217 -1217 WELLINGTON FUND ADM PURCHASE 44300 22976 21324 WINDSOR II FUND PURCHASE 52300 25349 26951 500 INDEX FUND ADM PURCHASE 108100 17271 90829 NORTHERN TRUST PURCHASE 333993 320048 13945 RBC WEALTH MANAGEMENT 467826 441667 VANGUARD - TOTAL BOND 52856 54357 RBC WEALTH MANAGEMENT 435303 282609 NORTHERN TRUST MUTUAL FUNDS AT COST 547332 659116 RBC WEALTH MANAGEMENT AT COST 89018 90696 VANGARD WELLINGTON AT COST 57463 106885 VANGARD CONVERT. SECURITIES AT COST VANGARD EQUITY INCOME AT COST 25522 49758 VANGARD EXTENDED MKT INDEX AT COST 30597 155121 VANGARD REIT INDEX AT COST 71311 109959 VANGARD 500 INDEX AT COST 40958 222236 VANGARD SMALL CAP AT COST 21641 114366 VANGARD WINDSOR II AT COST 67880 141065 VANGUARD ADMIRAL AT COST VANGUARD LONG TERM TREASURY AT COST 52967 58368 VANGUARD TOTAL INT'L STOCK AT COST 189685 200288 15970 13592 2378 EXPENSES LIABILITY INSURANCE 1143 1143 TELEPHONE 832 832 OFFICE EXPENSE 352 352 COMPUTER SUPPORT & WEBSITE HO 9963 9963 TAX EXPENSE 1500 1500 BANK FEES 603 603 POSTAGE AND DELIVERY 259 259 DUES AND SUBSCRIPTIONS 966 966 PARTNERSHIP DISTRIBUTIONS 22 22 BROKER MANAGEMENT FEES 4982 4982