2025-10-13T11:00:52-04:00 2025-06-30 463965866 KING & LARKIN CPA LLC 25 QUINEBAUG AVE PO BOX 705 PUTNAM CT 062601943 990PF 2024-07-01 201716876 THE PUTNAM AREA FOUNDATION PUTN 8609282429 155 PROVIDENCE STREET PUTNAM CT 06260 THOMAS A BORNER PRESIDENT 8609286501 2025-10-12 true false BRENDAN K LARKIN P01391000 8609285445 2025-10-13 X 2024 2025-03-06 01:10:19Z X 2362875 X X 33223 33223 33223 23052 298367 56275 33223 33223 1200 600 600 855 855 137 68 69 2192 1523 669 85670 95670 87862 1523 96339 -31587 31700 33223 15315 29753 29753 2204329 2333122 2333122 2219644 2362875 2362875 15000 15000 0 X 2204644 2362875 2204644 2362875 2219644 2362875 2204644 -31587 189818 2362875 2362875 441 441 441 441 false false false false false false false false true CT DE true false false false false true N/A THOMAS A BORNER 8609282429 PO BOX 166 PUTNAM CT 06260 false false false false false false false false false false false false false false false false false false false false THOMAS A BORNER PO BOX 166 PUTNAM CT 06260 PRESIDENT 2.00 0 0 0 RICHARD A LOOMIS PO BOX 166 PUTNAM CT 06260 VP & TREASUR 2.00 0 0 0 PAUL M KELLY PO BOX 166 PUTNAM CT 06260 DIRECTOR 1.00 0 0 0 JITENDRA SINHA PO BOX 166 PUTNAM CT 06260 DIRECTOR 1.00 0 0 0 CHARLES H PUFFER PO BOX 166 PUTNAM CT 06260 DIRECTOR 1.00 0 0 0 KYLE F BORNER PO BOX 166 PUTNAM CT 06260 DIRECTOR 1.00 0 0 0 NONE NONE N/A 2152017 32159 0 2184176 2184176 32763 2151413 107571 107571 441 441 107130 107130 107130 96339 96339 107130 94146 96339 94146 2193 104937 NONE NONE THOMAS A BORNER PRESIDENT 155 PROVIDENCE STREET PO BOX 166 PUTNAM CT 06260 8609282429 WRITTEN REQUEST NONE THE GEOGRAPHIC AREA OF PUTNAM, CT AND SURROUNDING TOWNS. AMERICAN LEGION POST 13 PO BOX 123 PUTNAM CT 06260 NOT RELATED PUBLIC DONATION 800 ARC EMPORIUM 22 CT-171 WOODSTOCK CT 06281 NOT RELATED PUBLIC DONATION 1500 ASPINOCK HISTORICAL SOCIETY 200 SCHOOL STREET PUTNAM CT 06260 NOT RELATED PUBLIC DONATION/CONSERVATON 15000 CT AUDUBON SOCIETY 218 DAY ROAD POMFRET CT 06259 NOT RELATED PUBLIC DONATION 600 COMMUNITY CULTURAL COMMITTEE NECT PO BOX 134 POMFRET CT 06258 NOT RELATED PUBLIC DONATION 5500 DAILY BREAD FOOD PANTRY 53 GROVE STREET PUTNAM CT 06260 NOT RELATED PUBLIC DONATION 3200 DANIELSON VETERANS COFEE HOUSE PO BOX 3 DANIELSON CT 06239 NOT RELATED PUBLIC DONATION 250 DAY KIMBALL HOSPITAL FOUNDATION DAY KIMBALL HOSPITAL 320 POMFRET STREET PUTNAM CT 06260 NOT RELATED PUBLIC DONATION 1250 HALE YMCA YOUTH & FAMILY CENTER 9 TECHNOLOGY PARK DRIVE PUTNAM CT 06260 NOT RELATED PUBLIC YOUTH ACTIVITY SPONSORSHIP 5000 JOLLY JOHN'S KEEP ON TRUCKIN FUND PO BOX 308 COLUMBIA CT 06237 NOT RELATED PUBLIC DONATION 5000 NORTHEAST CT EDUCATION FOUNDATION PO BOX 11 PUTNAM CT 06260 NOT RELATED PUBLIC DONATION 2500 NORTHEAST CT CANCER CRUSADERSFUND DAY KIMBALL HOSPITAL 320 POMFRET STREET PUTNAM CT 06260 NOT RELATED PUBLIC CANCER RESEARCH/CARE 1000 PAWS CAT SHELTER 74 SCHOOL ST PUTNAM CT 06260 NOT RELATED PUBLIC DONATION 200 PUTNAM BUSINESS ASSOCIATION PO BOX 691 PUTNAM CT 06260 NOT RELATED PUBLIC DONATION 120 PUTNAM LIONS FOUNDATION 61 SABIN ST PUTNAM CT 06260 NOT RELATED PUBLIC DONATION 250 PUTNAM ROTARY PO BOX 604 PUTNAM CT 06260 NOT RELATED PUBLIC DONATION 1500 QUIET CORNER GARDEN CLUB PO BOX 1004 WOODSTOCK CT 06281 NOT RELATED PUBLIC DONATION 2500 QVCC FOUNDATION INC 742 UPPER MAPLE STREET DANIELSON CT 06239 NOT RELATED PUBLIC TACKLE THE TRAIL 2500 TEEG (THOMPSON ECUMENICAL EMPOWERM) 15 THATCHER ROAD THOMPSON CT 06255 NOT RELATED PUBLIC DONATION 1000 THEATER OF NORTHEASTERN CT 30 FRONT STREET PUTNAM CT 06260 NOT RELATED PUBLIC DONATION 10000 TOWN OF PUTNAM (ARTS COUNCIL) 200 SCHOOL STREET PUTNAM CT 06260 NOT RELATED PUBLIC ARTS, CRAFTS & FESTIVAL 2000 TOWN OF PUTNAM 200 SCHOOL STREET PUTNAM CT 06260 NOT RELATED PUBLIC DONATION 1800 TOWN OF PUTNAM (RECREATIONAL DEPT) 200 SCHOOL STREET PUTNAM CT 06260 NOT RELATED PUBLIC DONATION 5000 TOWN OF PUTNAM (MURAL ART PROJECT) 200 SCHOOL STREET PUTNAM CT 06260 NOT RELATED PUBLIC DONATION 10000 TOWN OF WOODSTOCK (RECREATION DEPT) 415 ROUTE 169 WOODSTOCK CT 06281 NOT RELATED PUBLIC DONATION 250 TRUSTEES OF ROSELAND PARK 205 ROSELAND PARK RD WOODSTOCK CT 06281 NOT RELATED PUBLIC DONATION 5000 VETERANS OF FOREIGN WARS 207 PROVIDENCE STREET PUTNAM CT 06260 NOT RELATED PUBLIC DONATION 1000 WINDHAM AREA ARTS COLABORATIVE 47 CRESCENT STREET WILLIMANTIC CT 06226 NOT RELATED PUBLIC DONATION 200 WOMANS BOARD DAY KIMBALL HOSPITAL 320 POMFRET ST PUTNAM CT 06260 NOT RELATED PUBLIC DONATION 250 WOODSTOCK AGRICULTURAL SOCIETY 281 CT-169 WOODSTOCK CT 06281 NOT RELATED PUBLIC DONATION 10000 YMCA HALE YOUTH & FAMILY CENTER 9 TECHNOLOGY PARK DRIVE PUTNAM CT 06260 NOT RELATED PUBLIC DONATION 500 95670 14 33223 18 23052 56275 56275 false false false false false false false false false false PROFESSIONAL FEES 1200 600 600 WESTERN CORE BOND FUND PURCHASE 2024-08 35046 38503 -3457 WESTERM CORE BOND FUND PURCHASE 2024-08 147486 162032 -14546 FIDELITY MSCI INFO TECH ETF PURCHASE 2024-11 30766 15481 15285 DFA US LARGE CAP CO PORTFOLIO PURCHASE 2024-12 139 139 EATON VANCE CAP SMID PURCHASE 2024-12 257 257 EATON VANCE CAP SMID PURCHASE 2024-12 6813 6813 CAPITAL GROUP GROWTH ETF PURCHASE 2024-02 23900 16636 7264 LORD ABBETT SHORT INC FUND PURCHASE 2024-02 4151 4087 64 EATON VANCE CAP SMID PURCHASE 2024-02 8114 7542 572 ISHARES S&P 500 ETF PURCHASE 2024-02 23556 13127 10429 LORD ABBETT SHORT INC FUND PURCHASE 2024-02 18139 17907 232 MONEY MARKET & CASH EQUIVALENTS 43332 43332 MUTUAL FUNDS 650952 650952 FIXED INCOME INVESTMENT FUNDS 741386 741386 EXCHANGE TRADED FUNDS 897452 897452 EXPENSES MISC. FEES 137 68 69 UNREALIZED GAINS 189818 TAXES 855 855