2026-05-05T07:40:51-05:00 2025-12-31 060317480 DAY PITNEY LLP 263 TRESSER BLVD 7TH FL STAMFORD CT 06901 990PF 2025-01-01 061663665 THE JAMES & MARY ELLEN MARPE FAMILY FOUNDATION JAME 2039777300 DAY PITNEY LLP 263 TRESSER BLVD STAMFORD CT 06901 JAMES S MARPE TRUSTEE 2039777300 2026-05-05 1 GREGORY A HAYES P00836254 2039777300 2025 2025-03-06 01:10:19Z X 159103 X X 32 32 2951 2951 40972 96742 40972 43955 43955 0 0 0 3948 2632 1316 1353 1353 0 544 44 0 150 150 0 5995 4179 1316 57888 57888 63883 4179 59204 -19928 39776 29082 18965 18965 113517 103749 140138 142599 122714 159103 0 0 X 0 0 0 0 142599 122714 142599 122714 142599 122714 142599 -19928 43 122714 0 122714 MERRILL LYNCH *4553 7770 7664 106 106 MERRILL LYNCH *4553 86871 48106 38765 38765 CAPITAL GAINS DIVIDENDS P 2101 2101 2101 40972 553 0 553 0 553 615 0 0 0 615 0 62 62 0 0 0 0 0 0 0 0 0 0 0 1 1 CT 1 0 0 0 0 1 N/A GREGORY A HAYES ESQ 2039777300 DAY PITNEY LLP 263 TRESSER BLVD STAMFORD CT 06901 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JAMES MARPE 57 MORNINGSIDE DRIVE SOUTH WESTPORT CT 06880 TRUSTEE 0.25 0 0 0 MARY ELLEN MARPE 57 MORNINGSIDE DRIVE SOUTH WESTPORT CT 06880 TRUSTEE 0.25 0 0 0 NONE 0 NONE 0 0 154954 17322 0 172276 0 0 172276 2584 169692 8485 8485 553 553 7932 0 7932 0 7932 59204 0 59204 7932 0 0 62108 38653 175956 89095 82230 448042 59204 0 0 0 7932 51272 0 0 499314 0 0 0 0 0 0 62108 437206 38653 175956 89095 82230 51272 JAMES MARPE MARY ELLEN MARPE X BUILDERS BEYOND BORDERS 66 FORT POINT ST NORWALK CT 06855 NONE PC UNRESTRICTED GRANT 418 BY THE HAND CLUB FOR KIDS PO BOX 10043 CHICAGO IL 60610 NONE PC UNRESTRICTED GRANT 100 CARING KIND 360 LEXINGTON AVE FL 3 NEW YORK NY 10017 NONE PC UNRESTRICTED GRANT 82 CATCH-A-LIFT FUND 2066 YORK RD 205A TIMONIUM MD 21093 NONE PC UNRESTRICTED GRANT 699 CLASP HOMES 246 POST ROAD EAST WESTPORT CT 06880 NONE PC UNRESTRICTED GRANT 600 COLORECTAL CANCER ALLIANCE (BOTTOMS UP) 1025 VERMONT AVE NW STE 1066 WASHINGTON DC 20005 NONE PC UNRESTRICTED GRANT 5000 CONSUMER REPORTS FOUNDATION 101 TRUMAN AVE YONKERS NY 10703 NONE PC UNRESTRICTED GRANT 100 CREUTZFELDT-JAKOB DISEASE FOUNDATION INC 3634 W MARKET STREET AKRON OH 44333 NONE PC UNRESTRICTED GRANT 106 CT CHALLENGE PO BOX 566 SOUTHPORT CT 06890 NONE PC UNRESTRICTED GRANT 525 EARTHPLACE NATURE CENTER 10 WOODSIDE LANE WESTPORT CT 06880 NONE PC UNRESTRICTED GRANT 600 FAIRFIELD UNIVERSITY 1073 N BENSON ROAD FAIRFIELD CT 06824 NONE PC UNRESTRICTED GRANT 3000 GREENS FARMS CHURCH 71 HILLANDALE RD WESTPORT CT 06880 NONE PC UNRESTRICTED GRANT 8200 JUNIATA VALLEY BOY SCOUT COUNCIL 9 TAYLOR DRIVE REEDSVILLE PA 17084 NONE PC UNRESTRICTED GRANT 250 LAMBDA LEGAL DEFENSE & EDUCATION FUND 120 WALL ST 19TH FL NEW YORK NY 10005 NONE PC UNRESTRICTED GRANT 500 NEAR AND FAR AID ASSOCIATION PO BOX 717 SOUTHPORT CT 06890 NONE PC UNRESTRICTED GRANT 4500 ORCHESTRA LUMOS 263 TRESSER BLVD STAMFORD CT 06901 NONE PC UNRESTRICTED GRANT 11000 OUR COMPANIONS ANIMAL RESCUE 34 SANRICO DRIVE MANCHESTER CT 06042 NONE PC UNRESTRICTED GRANT 1000 PENNSYLVANIA STATE UNIVERSITY 116 OLD MAIN UNIVERSITY PARK PA 16802 NONE PC UNRESTRICTED GRANT 515 PIVOT MINISTRIES 495 JANE ST BRIDGEPORT CT 06608 NONE PC UNRESTRICTED GRANT 150 SAUGUTUCK SURVIVE-OARS 521 RIVERSIDE AVE WESTPORT CT 06880 NONE PC UNRESTRICTED GRANT 50 STAPLES MUSIC PARENTS ASSOCIATION PO BOX 223 WESTPORT CT 06880 NONE PC UNRESTRICTED GRANT 100 STAPLES TUITION GRANTS PO BOX 5159 WESTPORT CT 06881 NONE PC UNRESTRICTED GRANT 102 SUSAN FUND INC 458 NEWTOWN AVENUE NORWALK CT 06851 NONE PC UNRESTRICTED GRANT 52 WESTPORT CENTER FOR SENIOR ACTIVITIES 21 IMPERIAL AVE WESTPORT CT 06880 NONE PC UNRESTRICTED GRANT 100 WESTPORT COUNTRY PLAYHOUSE 25 POWERS COURT WESTPORT CT 06880 NONE PC UNRESTRICTED GRANT 11711 WESTPORT CT POLICE ATHLETIC LEAGUE PO BOX 3222 WESTPORT CT 06880 NONE PC UNRESTRICTED GRANT 126 WESTPORT CT POLICE BENEVOLENT ASSOCIATION 50 JESUP ROAD WESTPORT CT 06880 NONE PC UNRESTRICTED GRANT 100 WESTPORT CT VFW POST 399 465 RIVERSIDE AVE WESTPORT CT 06880 NONE PC UNRESTRICTED GRANT 100 WESTPORT LIBRARY ASSOCIATION 20 JESUP RD WESTPORT CT 06880 NONE PC UNRESTRICTED GRANT 2000 WESTPORT PARKS & RECREATIONWAKEMAN TOWN FARM 134 CROSS HIGHWAY WESTPORT CT 06880 NONE PC UNRESTRICTED GRANT 2500 WESTPORT ROTARY CLUB FOUNDATION PO BOX 743 WESTPORT CT 06881 NONE PC UNRESTRICTED GRANT 2250 WESTPORT SUNRISE ROTARY 21ST CENTURY PO BOX 43 WESTPORT CT 06880 NONE PC UNRESTRICTED GRANT 100 WESTPORT UNIFORMED FIREFIGHTERS CHARITABLE FDTN 515 POST RD E WESTPORT CT 06880 NONE PC UNRESTRICTED GRANT 500 WESTPORT VOLUNTEER EMS 50 JESUP ROAD WESTPORT CT 06880 NONE PC UNRESTRICTED GRANT 200 WOUNDED WARRIOR PROJECT PO BOX 758516 TOPEKA KS 66675 NONE PC UNRESTRICTED GRANT 52 WSHU PUBLIC RADIO PO BOX 411589 BOSTON MA 02241 NONE PC UNRESTRICTED GRANT 500 57888 0 14 32 14 2951 18 40972 0 43955 0 43955 0 0 0 0 0 0 0 0 0 0 ABBEY CAP FUTURES STRAT FUND AT COST 2526 2484 AQR DIV ARBITRAGE FUND AT COST 2786 3461 BLACKROCK EVENT DRIVEN EQUITY FUND AT COST 3212 3432 BLACKROCK GBL LONG SHORT CRED FUND AT COST 1398 1312 BLACKROCK GBL EQTY MKT NTRL FUND AT COST 1063 1356 BLACKROCK STRAT INC OPP FUND AT COST 2372 2398 COLUMBIA SELECT LARGE CAP FUND AT COST 16513 18710 DIMENSIONAL EMERG EQUITY MKT AT COST 3846 5146 EATON VANCE GLB MACRO FUND AT COST 1155 1321 GOTHAM ABSOLUTE RETURN FUND AT COST 965 1395 GOTHAM INDEX PLUS FUND AT COST 473 720 FULLERTHALER SMALL CAP EQ FUND AT COST 5161 7819 ISHARES CORE S&P MID-CAP ETF AT COST 3324 4620 ISHARES TR 5-10 BOND ETF AT COST 2186 2371 JPMORGAN HEDGED EQUITY FUND AT COST 1074 1409 JOHN HANCOCK DIVSFD MACRO FUND AT COST 1578 1340 LOOMIS SAYLES GROWTH FUND AT COST 3090 12848 NEUBERGER BERMAN LONG SHORT FUND AT COST 3363 4139 PIMCO MORTGAGE FUND AT COST 2372 2395 PIMCO DYNAMIC BOND FUND AT COST 1436 1387 MFS INTL DIVERS FUND AT COST 7178 12590 PRINCIPAL MIDCAP FUND AT COST 3128 2997 SPDR S&P 500 ETF AT COST 2773 12957 VICTORY MARKET NEUTRAL FUND AT COST 680 684 ABBEY CAPITAL MULTI FUND AT COST 1416 1402 ALPS SMITH TOTAL RETURN FUND AT COST 2412 2386 CATALYST MILLBURN HEDGE FUND AT COST 1331 1418 ISHARES MSCI ETF AT COST 4997 5169 VANGUARD RUSSELL 1000 GROWTH ETF AT COST 10000 10227 VANGUARD RUSSELL 1000 VALUE ETF AT COST 9941 10245 DAY PITNEY LLP 3948 2632 1316 MERRILL LYNCH ANNUAL FEE 150 150 0 ADJUSTMENT FOR BOOK/TAX DIFFERENCES 43 VACHERON DISABATO & ASSOC. 1353 1353 0 FOREIGN TAX PAID 44 44 0 2025 ESTIMATED TAX PAID 500 0 0