2026-05-01T12:36:20-05:00 2025-12-31 814236823 THE INNOVATIVE CPA GROUP LLC 1 ENTERPRISE DRIVE SUITE 210 SHELTON CT 06484 990PF 2025-01-01 956093764 DR JOSEPH J LAWRENCE TRUST DIANA SERRELL TRUSTEE DRJO 2039391388 50 OTTER ROCK DRIVE GREENWICH CT 06830 LISA GROENINGER TRUSTEE 2038698414 2026-04-29 1 PAUL PIASECKI P00124159 2034890612 2026-04-29 2025 2025-03-06 01:10:19Z X 417986 X X 503 503 503 6344 6344 6344 -519 17948 0 63253 63253 63253 69581 70100 70100 0 0 0 0 4204 4204 4204 0 3855 3855 3855 0 986 986 986 0 40 40 40 0 9085 9085 9085 0 60500 60500 69585 9085 9085 60500 -4 61015 61015 60497 25477 25477 960 960 261576 292895 391549 322073 319332 417986 4596 3500 4596 3500 X 0 0 0 0 317477 315832 317477 315832 322073 319332 317477 -4 0 317473 1641 315832 MERRIL LYNCH # 3172 P 2024-07-23 2025-02-11 3399 3560 -161 -161 MERRIL LYNCH # 3172 P 2021-05-21 2025-02-11 11972 14907 -2935 -2935 CAPITAL GAINS DIVIDENDS P 2577 2577 2577 -519 -161 848 0 848 0 848 960 0 0 0 960 8 104 104 0 0 0 0 0 0 0 0 0 0 0 0 1 NY 0 0 0 0 0 0 N/A LISA GROENINGER 2038698414 50 OTTER ROCK DRIVE GREENWICH CT 06820 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DIANA SERRELL 50 OTTER ROCK DRIVE GREENWICH CT 06830 TRUSTEE 2.00 0 0 0 LISA GROENINGER 30926 STEEPLECHASE DRIVE SAN JUAN CAPISTRANO CA 92675 TRUSTEE 2.00 0 0 0 NONE 0 NONE 0 0 362336 42987 480 405803 0 0 405803 6087 399716 19986 19986 848 848 19138 0 19138 0 19138 60500 0 60500 19138 0 0 53750 47389 31717 48987 181843 60500 0 0 0 19138 41362 0 0 223205 0 0 0 0 0 0 53750 169455 47389 31717 48987 41362 X ALZHEIMERS ASSOC 225 N MICHIGAN AVE FLOOR 17 CHICAGO IL 60601 PC OPERATION 2000 AMERICAN RED CROSS 430 17TH STREET NW WASHINGTON DC 20006 PC OPERATION 500 ASPCA PO BOX 96929 WASHINGTON DC 200906929 PC OPERATION 1000 BABY 2 BABY 5830 W JEFFERSON BLVD LOS ANGELES CA 90016 PC OPERATION 1000 BOYS & GIRLS CLUB OF GREENWICH 4 HORSENECK LANE GREENWICH CT 06830 PC OPERATION 2000 BRYANT UNIVERSITY 1150 DOUGLAS PIKE SMITHFIELD RI 02917 PC OPERATION 2500 COMMUNITY RESOURCES FOR JUSTICE 355 BOYLSTON STREET BOSTON MA 02116 PC OPERATION 500 COMPASSION & CHOICES 8156 S WADSWORTH BLVD E-162 LITTLETON CO 80128 PC OPERATION 500 CORNELL LAB OF ORNITHOLOGY 159 SAPSUCKER WOODS RD ITHACA NY 14850 PC OPERATION 2000 FAMILY CENTERS OF GREENWICH 40 ARCH STREET GREENWICH CT 06830 PC OPERATION 500 GARDEN CLUB OF AMERICA 14 EAST 60TH STREET 3RD FLOOR NEW YORK NY 10022 PC OPERATION 2000 GREENWICH HOSPITAL 5 PERRYRIDGE ROAD GREENWICH CT 06830 PC OPERATION 1000 GREENWICH CLEAN & GREEN 113 PEMBERWICK ROAD GREENWICH CT 06831 PC OPERATION 1000 GREENWICH COUNTRY DAY SCHOOL 257 STANWICH ROAD GREENWICH CT 06830 PC OPERATION 2500 GREENWICH EMERGENCY MEDICAL SERVICES INC 1111 EAST PUTNAM AVENUE SUITE 201 RIVERSIDE CT 06878 PC OPERATION 1000 GREENWICH HISTORICAL SOCIETY 47 STRICKLAND ROAD COS COB CT 06807 PC OPERATION 1000 GREENWICH LIBRARY 101 WEST PUTNAM AVENUE GREENWICH CT 068305387 PC OPERATION 500 GREENWICH TREE CONSERVANCY P O BOX 4215 GREENWICH CT 06831 PC OPERATION 2000 GREENWICH UNITED WAY 2 DEARFIELD DRIVE SUITE 300 GREENWICH CT 06831 PC OPERATION 1000 GUIDE DOGS FOR THE BLUND PO BOX 151200 SAN RAFAEL CA 949151200 PC OPERATION 500 HAZELDEN BETTY FORD FOUNDATION P O BOX 64348 ST PAUL MN 551640348 PC OPERATION 2000 HILL HOUSE SENIOR RESIDENCE 10 RIVERSIDE AVENUE RIVERSIDE CT 06878 PC OPERATION 1000 HUMANE WORLD FOR ANIMALS 1255 23RD STREET NW SUITE 450 WASHINGTON DC 20037 PC OPERATION 1000 LUPUS FOUNDATION OF AMERICA INC 2121 K STREET NW SUITE 200 WASHINGTON DC 20037 PC OPERATION 500 MAKE A WISH FOUNDATION 1702 E HIGHLAND AVE SUITE 400 PHOENIX AZ 85016 PC OPERATION 2000 MEALS ON WHEELS AMERICA P O BOX 791568 BALTIMORE MD 212791568 PC OPERATION 1000 MEMORIAL SLOAN KETTERING CANCER CENTER 633 3RD AVENUE 5TH FLOOR NEW YORK NY 10017 PC OPERATION 1000 MULTIPLE SCLEROSIS ASSOCIATION OF AMERICA 375 KINGS HIGHWAY NORTH SUITE B CHERRY HILL NJ 08034 PC OPERATION 1000 NATIONAL PARKS CONSERVATION ASSOCIATION 256 W 36TH STREET NEW YORK NY 10018 PC OPERATION 1000 NEIGHBOR TO NEIGHBOR GREENWICH 248 EAST PUTNAM AVENUE GREENWICH CT 06830 PC OPERATION 1000 NEW YORK BOTANICAL GARDENS 2900 SOUTHERN BLVD BRONX NY 104585126 PC OPERATION 2000 NOW I LAY ME DOWN TO SLEEP PO BOX 621669 LITTLETON CO 80162 PC OPERATION 500 PACIFIC HOUSE 597 PACIFIC STREET STAMFORD CT 06902 PC OPERATION 2000 PARKINSON'S FOUNDATION 1350 BROADWAY SUITE 1530 NEW YORK NY 10018 PC OPERATION 2000 PLANNED PARENTHOOD FEDERATION OF AMERICA P O BOX 97166 WASHINGTON DC 200907166 PC OPERATION 1000 PROJECT KENNY 1005 FALCON AVENUE MILLS WY 82604 PC OPERATION 2000 PUPPIES BEHIND BARS 263 WEST 38TH STREET 4TH FLOOR NEW YORK NY 10018 PC OPERATION 2500 RIVER HOUSE ADULT DAY CENTER 125 RIVER ROAD EXTENSION COS COB CT 06807 PC OPERATION 1000 SHRINERS HOSPITALS FOR CHILDREN 2900 N ROCKY POINT DRIVE TAMPA FL 33607 PC OPERATION 2000 ST JUDE CHILDRENS RESEARCH HOSPITAL 2501 ST JUDE PLACE MEMPHIS TN 38105 PC OPERATION 1000 THE BRUCE MUSEUM 1/2 BOLLING PLACE GREENWICH CT 06830 PC OPERATION 2500 THE GREENWICH LAND TRUST INC 370 ROUND HILL ROAD GREENWICH CT 06831 PC OPERATION 2500 THE NATHANIEL WITHERELL 70 PARSONAGE ROAD GREENWICH CT 06830 PC OPERATION 1000 UNITED STATES EQUESTRIAN TEAM FOUNDATION P O BOX 355 GLADSTONE NJ 079340355 PC OPERATION 2000 60500 0 503 6344 63253 -519 0 0 69581 69581 4 INVESTMENT INCOME USED TO PROVIDE FUNDS TO CHARITIES 7 ROYALTIES RECEIVED ARE USED TO PROVIDE FUNDS TO CHARITIES 8 SALES OF INVESTMENTS ARE USED TO PROVIDE FUNDS TO CHARITIES 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 4204 4204 4204 0 ROYALTY INCOME WAS RECEIVED UNEVENLY OVER THE COURSE OF THE YEAR, AND THE RECIPIENTS OF THE CHARITABLE DISTRIBUTIONS WERE DETERMINED AT THE END OF THE YEAR. THE AVERAGE MONTHLY CASH BALANCES WERE ELEVATED DUE TO THE ACCUMULATION OF THE FUNDS THAT WERE THEN FULLY DISTRIBUTED BY YEAR-END. INVESTMENTS 292895 391549 CORPUS ADJUSTMENTS NET 1641 OTHER 40 40 40 0 ROYALTIES 63253 63253 63253 INVESTMENT ADVISORY 3855 3855 3855 0 FEDERAL TAXES 2024 986 986 986 0