2014-05-27T09:54:33-05:00 2013-12-31 221478099 COHNREZNICK LLP 180 GLASTONBURY BOULEVARD GLASTONBURY CT 06033 990PF 2013-01-01 223148993 THE CARLA AND STEPHEN SCHWARTZ FAMILY FOUNDATION INC CARL 8605373451 75 MILL STREET COLCHESTER CT 06415 STEPHEN SCHWARTZ SECRETARY 8605373451 2014-05-19 1 JOHN WOHLER P00073660 8606333000 2013 2015-12-30 17:16:21Z X 708821 X 25000 13470 13470 16103 47230 16103 54573 29573 0 0 0 2000 1000 1000 571 0 0 30 0 30 2601 1000 1030 37100 37100 39701 1000 38130 14872 28573 19366 40236 40236 230 486300 480873 668585 505896 521109 708821 0 341 0 341 X 0 0 505896 520768 0 0 505896 520768 505896 521109 505896 14872 0 520768 0 520768 FIDELITY ASSET MANAGER 50% P 2012-01-01 2013-12-31 35000 31127 3873 3873 CAPITAL GAINS DIVIDENDS P 12230 12230 12230 16103 0 25049 531975 0.047087 43448 499750 0.086939 28470 489083 0.058211 24475 425039 0.057583 28052 413195 0.067890 0.317710 0.063542 617728 39252 286 39538 38130 571 0 571 0 571 250 249 499 72 0 0 0 0 0 0 0 0 0 0 1 1 CT 1 0 0 0 0 1 N/A STEPHEN L SCHWARTZ 8605373451 75 MILL STREET COLCHESTER CT 06415 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CARLA R SCHWARTZ 692 NORWICH AVENUE COLCHESTER CT 06415 PRESIDENT 10.00 0 0 0 STEPHEN L SCHWARTZ 692 NORWICH AVENUE COLCHESTER CT 06415 SECRETARY 5.00 0 0 0 HY SCHWARTZ 52 OLD STONE CROSSING WEST HARTFORD CT 06117 DIRECTOR 2.00 0 0 0 ADAM SCHWARTZ 197 SOUTH POND ROAD SOUTH GLASTONBURY CT 06073 DIRECTOR 2.00 0 0 0 NONE 0 NONE 0 0 614025 13110 0 627135 0 0 627135 9407 617728 30886 30886 571 571 30315 0 30315 0 30315 38130 0 38130 0 38130 30315 0 0 7692 3438 4211 18684 34025 38130 0 0 0 30315 7815 0 0 41840 0 0 0 0 0 0 7692 34148 3438 4211 18684 7815 X BOYS & GIRLS CLUBS OF HARTFORD 170 SIGOURNEY STREET HARTFORD CT 06105 501(C)(3) CHARITY 1500 RENBROOK SCHOOL PARENT ASSOCIATION 2865 ALBANY AVENUE WEST HARTFORD CT 06117 501(C)(3) CHARITY 3000 HOSPICE OF SOUTHEASTERN CONNECTICUT 227 DUNHAM ST NORWICH CT 06360 501(C)(3) CHARITY 500 JEWISH FEDERATION OF GREATER HARTFORD 333 BLOOMFIELD AVENUE - SUITE C WEST HARTFORD CT 06117 501(C)(3) CHARITY 1000 JEWISH FEDERATION OF SOUTH PALM BEACH COUNTY 9901 DONNA KLEIN BOULEVARD BOCA RATON FL 33428 501(C)(3) CHARITY 500 KINGSWOOD-OXFORD SCHOOL 170 KINGSWOOD ROAD WEST HARTFORD CT 06107 501(C)(3) CHARITY 4000 SAINT FRANCIS FOUNDATION 95 WOODLAND STREET HARTFORD CT 06105 501(C)(3) CHARITY 10000 MARTIN HOUSE 401 WEST THAMES STREET BUILDING 700 NORWICH CT 06360 501(C)(3) CHARITY 500 THE ALEXANDER FRANKLIN CHARITABLE FOUNDATION 37 CROSSWOOD ROAD FARMINGTON CT 06032 501(C)(3) CHARITY 500 THE ARC NEW LONDON COUNTY 125 SACHEM STREET NORWICH CT 06360 501(C)(3) CHARITY 500 NCCJ 820A PROSPECT HILL ROAD WINDSOR CT 06095 501(C)(3) CHARITY 100 THE UNIVERSITY OF CONNECTICUT FOUNDATION INC 2390 ALUMNI DRIVE UNITY 3206 STORRS CT 06269 501(C)(3) CHARITY 7000 WADSWORTH ATHENEUM 600 MAIN STREET HARTFORD CT 06103 501(C)(3) CHARITY 7500 GARY SINISE FOUNDATION PO BOX 50008 STUDIO CITY CA 91614 501(C)(3) CHARITY 500 37100 0 14 13470 14 16103 0 29573 0 29573 0 0 0 0 0 0 0 0 0 0 X X 1 S&S WORLDWIDE INC 75 MILL STREET COLCHESTER CT 06415 25000 X TAX RETURN PREPARATION 2000 1000 1000 FIDELITY-ASSET MANAGER AT COST 41863 46807 VANGUARD-WINDSOR II AT COST 367362 496731 VANGUARD-BALANCED INDEX AT COST 71648 125047 BANK CHARGES 30 0 30 TAXES PAYABLE 0 341 FEDERAL EXCISE TAX 571 0 0