2025-11-11T11:00:10-06:00 2025-06-30 464133700 LMC Advisors LLC 685 Post Road Darien CT 06820 990PF 2024-07-01 201970720 Carey Family Foundation CARE 2036552200 co LMC 685 Post Road Darien CT 06820 Charles G Carey Trustee 2036552200 2025-11-11 1 0 George Vogel P00008119 2036552200 2025-11-11 2024 2025-03-06 01:10:19Z X 40766425 X 0 X 4605 4605 353291 353291 486641 1442366 486641 844537 844537 0 0 0 172703 172703 0 4951 0 0 177654 172703 0 743460 743460 921114 172703 743460 -76577 671834 1 1 175051 290343 290343 37911367 40476081 40476081 38086418 40766425 40766425 0 0 X 0 0 0 0 38086418 40766425 38086418 40766425 38086418 40766425 38086418 -76577 2756584 40766425 0 40766425 Publicly Traded Securities - Merrill Lynch - 026 1442366 955725 486641 486641 486641 9338 0 9338 0 9338 3840 0 0 0 3840 0 5498 0 0 0 0 0 0 0 0 0 0 1 1 CT FL 1 0 0 0 1 1 N/A LMC 2036552200 1359 Broadway Suite 1710 New York NY 10018 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Charles G Carey 177 Island Creek Drive Vero Beach FL 32963 Trustee 0.00 0 0 0 Wendy G Carey 177 Island Creek Drive Vero Beach FL 32963 Trustee 0.00 0 0 0 NONE 0 NONE 0 0 39830815 193580 0 40024395 0 0 40024395 600366 39424029 1971201 1971201 9338 9338 1961863 0 1961863 0 1961863 743460 0 743460 1961863 0 0 2543041 4123527 6666568 743460 0 0 0 743460 0 1218403 1218403 5448165 0 0 0 0 0 0 0 5448165 1324638 4123527 Charles G Carey Wendy G Carey X Colby Sawyer College 541 Main Street New London NH 03257 PC General Use 250665 Fidelity Investments Charitable Gift Fund 100 Crosby Parkway Covington KY 41015 PC General Use 246578 Future 5 135 Atlantic Street Stamford CT 06901 PC General Use 246217 743460 0 14 4605 14 353291 18 486641 0 844537 0 844537 0 0 0 0 0 0 0 0 0 0 Publicly Traded Securities - ML 083 AT COST 112888 112888 Publicly Traded Securities - ML 026 AT COST 36873988 36873988 Publicly Traded Securities - ML 039 AT COST 2626197 2626197 Publicly Traded Securities - ML 084 AT COST 863008 863008 Fair Market Value Adjustment to Securities 2756584 Merrill Lynch Fees / Bank Fees 172703 172703 0 Federal Excise Tax 4951 0 0