2024-04-06T12:12:15-04:00 2023-12-31 061012544 BENGTSON & SMITH PC 10 WATERSIDE DR STE 304 FARMINGTON CT 060323056 990PF 2023-01-01 061579138 THE JOSEPH N CAPALDO FOUNDATION JOSEPH A CAPALDO JOSE 2396932919 5490 NEAL ROAD FORT MYERS FL 33905 JOSEPH A CAPALDO TRUSTEE 2396932919 2024-04-15 true JOSEPH A CAPALDO XXX-XX-XXXX true CHRISTINE SMITH P00462754 8606785160 2024-03-28 2023 2023-04-26 12:10:37Z X 88357 X X 491 491 1073 1073 4972 23054 441 6536 2005 1740 1566 174 869 869 15 15 2624 2450 174 5900 5900 8524 2450 6074 -1988 0 2870 3014 3014 50615 48361 85343 53485 51375 88357 0 X 53485 51375 53485 51375 53485 51375 53485 -1988 51497 122 51375 441 0 false false false false false false false true true CT true false false false false true N/A JOSEPH A CAPALDO 2396932919 5490 NEAL ROAD 5490 NEAL ROAD FORT MEYERS FL 33905 false false false false false false false false false false false false false false false false false false false false JOSEPH A CAPALDO 5490 NEAL RD FORT MEYERS FL 33905 TRUSTEE 000.00 0 0 0 HEIDI CAPALDO 5490 NEAL RD FORT MEYERS FL 33905 TRUSTEE 000.00 0 0 0 NONE NONE N/A 83268 2942 0 86210 86210 1293 84917 4246 4246 4246 4246 4246 6074 6074 4246 4742 2021 2020 456 6074 4742 456 876 3370 X KELSEY GRENDINSKI 23 HUNGERFORD AVE OAKSVILLE CT 06779 NONE INDIVIDUAL ASSISTANCE TO INDIGENT FAMILIES 550 TARA JOHN TESORIERO 5 GAULT PARK ROAD WESTPORT CT 06880 NONE IINDIVIDUAL ASSISTANCE TO INDEGENT FAMILIES 200 CARLOS MONTEIRO 47 CENTRAL AVENUE OAKVILLE CT 06779 NONE INDIVIDUAL ASSISTANCE TO INDIGENT FAMILIES 500 LORI NICK PELOSI 619 GUERNSEY TOWN ROAD WATERTOWN CT 06795 NONE INDIVIDUAL ASSISTANCE TO INDIGENT FAMILIES 1300 LAURA ZURELL 480 ROUTE 87 COLUMBIA CT 06237 NONE INDIVIDUAL ASSISTANCE TO INDIGENT FAMILIES 200 DEVON JARRET ASSAEL 325 FARM HILL ROAD MIDDLETOWN CT 06457 NONE INDIVIDUAL ASSISTANCE TO INDIGENT FAMILIES 650 MARY DANIEL LICHODOLIK 10 BARI DRIVE NEWTOWN CT 06470 NONE INDIVIDUAL ASSISTANCE TO INDIGENT FAMILIES 700 SARA RICH LUCUK 292 RESERVOIR ROAD SOUTHBURY CT 06488 NONE INDIVIDUAL ASSISTANCE TO INDIGENT PEOPLE 800 ANGELA RONAN STRAIN 35 CYNTHIA DRIVE FAIRFIELD CT 06824 NONE INDIVIDUAL ASSISTANCE TO INDIGIENT PEOPLE 300 LILLIAN SEAN HOPE 23 CLEARVIEW DRIVE BROOKFIELD CT 06804 NONE INDIVIDUAL ASSISTANCE TO INDIGIENT PEOPLE 700 5900 14 491 14 1073 14 441 4531 2005 4531 6536 false false false false false false false false false false ACCOUNTING 1740 1566 174 RBC 320-11936 PURCHASE 7671 3149 4522 RBC 320-11936 PURCHASE 4942 4957 -15 RBC 320-11936 PURCHASE 5000 4985 15 RBC 320-11936 PURCHASE 5000 4991 9 AMERICAN FUNDS CAPITAL INCOME BLDR COHEN & STEERS RLTY DELAWARE VALUE FUND DELEWARE GROUP EQ FDS II DELWARE GROUP DODGE & COX INCOME DOUBLELINE FDX TR TOTAL RETURN ENERGY SELECT FIDELITY ADV INSIGHTS FINANCIAL SELECT FIRST EAGLE FUNDS OVERSEAS FPA FDS TR CRESCENT FUNDAMENTAL INVESTORS INC 6041 8505 HARRIS ASSOC INDUSTRIAL SELECT ISHARES CORE SMALLCAP 2632 7578 ISHARES MSCI EMERGING MKTS ISHARES RUSSELL 1000 GROWTH 1636 6063 ISHARES RUSSELL 1000 VALUE 2529 3966 ISHARES S&P SMALLCAP GROWTH 1579 6758 OAKMARK FUNDS SECTOR TECH SELECT SELECT SECTOR CONSUMER SELECT SECTOR INDUSTRIAL 1523 6041 SELECT SECTOR SPDR HEALTHCARE 4204 8183 SELECT SECTOR UTILITIES SELECT 1539 3167 VANGUARD FTSE EURO VANGUARD INDEX FDS MIDCAP VANGUARD REIT VANGUARD WELLESLEY INC FD AMERICAN BALANCED FD 2111 2449 SPDR GOLD TR VANGUARD SPECIALIZED FUNDS GOLDMAN SACHS 3767 4432 VANGUARD FIXED INCOME SELECT SECTOR SPDR TRUST 1532 9624 HARDING LOEVNER FUNDS INC 4313 3723 NORTHEAST UTILS 4972 4870 UNITED STATES TREASURY NOTE UNITED STATES TREASURY NOTE ORIG AMERICAN BALANCED WELLS FARGO 4998 5000 CUSTOMERS BK 4985 4984 EXCISE TAXES 122 WELLS FARGO INVESTMENT FEES 869 869 FOREIGN TAXES ON DIVIDENDS 15 15