2024-03-12T11:49:44-07:00 2023-12-31 872487134 ICEBOX TAX ACCOUNTING 3 STATION PL NORFOLK CT 06058 990PF 2023-01-01 066253899 ATON FOREST IRREVOCABLE TRUST DTD 112792 ATON 8605425325 C/O ICEBOX TAX ACCOUNTING PO BOX 42 NORFOLK CT 06058 JOYCE HEMINGSON TRUSTEE 8605425325 2024-03-07 true JOYCE HEMINGSON XXX-XX-XXXX true CHRISTOPHER G AYAZIDES P01622367 8605425325 2024-03-12 X 3 AAL1 IAL1 FAL1 2023 2023-04-26 12:10:37Z X 501826 X X 12787 12787 4134 68417 4134 0 4427 4077 21348 20998 3000 1500 1500 81 81 3000 1500 1500 2850 2850 159 0 752 384 368 9842 6234 3449 27000 27000 36842 6234 30449 -15494 14764 3344 4932 4932 21095 29825 29825 0 0 23783 23600 8008 16765 16765 51660 183457 182490 189533 0 195651 170989 209068 8800 0 8800 8800 8800 0 0 0 452895 437401 501826 0 0 0 0 0 X 452895 437401 452895 437401 452895 437401 452895 -15494 437401 437401 PUBLICLY TRADED SECURITIES 68417 0 64283 4134 0 0 0 4134 4134 205 0 205 0 205 0 0 0 205 0 false false false false false false false true true true false false false false true N/A ICEBOX TAX ACCOUNTING 8605425325 3 STATION PLACE NORFOLK CT 06058 false false false false false false false false false false false false false false false false false false false false false false ROBERT J PALLONE 256 PERKINS AVE APT2 WATERBURY CT 06704 TRUSTEE 2.00 1500 0 0 JOYCE HEMINGSON 44 ROCK HALL RD COLEBROOK CT 06021 TRUSTEE 2.00 1500 0 0 NONE 0 NONE 0 FELLOWSHIP STIPEND TO CHARLES S. EISEMAN TO CONDUCT SCIENTIFIC RESEARCH AS STIPULATED IN THE TRUST AGREEMENT 27000 449591 21259 8800 479650 0 479650 7195 472455 23623 23623 205 205 23418 23418 23418 30449 30449 23418 6339 0 0 0 0 0 0 30449 6339 0 23418 692 692 0 0 0 0 0 692 0 0 0 0 692 NONE NONE X CHARLES S EISEMAN - ATON FOREST FEL 276 OLD WENDELL RD NORTHFIELD MA 01360 NONE N/A FELLOWSHIP 27000 27000 CHARLES S EISEMAN 276 OLD WENDELL RD NORTHFIELD MA 01360 NONE N/A/ FELLOWSHIP 27000 27000 14 12787 18 4077 18 4134 LEASE INCOME 350 20998 350 21348 3,4,7, THE INITIAL ASSETS OF THE ATON FOREST FELLOWSHIP IRREVOCABLE TRUST WERE DONATED IN 1981 8,11 BY FRANK E. EGLER, PH.D., NOTED WRITER AND ECOLOGIST (DECEASED 12/26/96). HE GAVE THE . ASSETS SUBJECT TO A TRUST INSTRUMENT TO PROVIDE FOR THE FRUGAL SUPPORT OF A FELLOW TO . CONDUCT LONG-TERM, LOW-KEY, LOW COST SCIENTIFIC STUDIES. THESE STUDIES CAN BE . CONDUCTED ON LANDS OWNED BY ATON FOREST, INC., EXEMPT UNDER IRC SECTION 501(C)(3), . WHICH ARE PERMANENTLY RESTRICTED FOR CONSERVATION PURPOSES. ALL INCOME FROM THE . ASSETS OF THE TRUST ENABLES THE FOUNDATION TO FUND THIS FELLOWSHIP IN THE PUBLIC . INTEREST. false false false false false false false false false false ICEBOX TAX ACCOUNTING ADMINISTRATION & ANALYSIS 3000 1500 1500 FIDELITY INVESTMENT ACCT#3676-SHORT TERM TRANSACTIONS-BASIS REPORTED Purchased 54542 51720 2822 FIDELITY INVESTMENTS ACCT#3676-LONG TERM TRANSACTIONS-BASIS REPORTED Purchased 12762 11397 1365 GNMA II 5.5% POOL#2301 Purchased 14 14 0 GNMA II 5.5% POOL#3569 87 90 -3 GNMA II 5.5% POOL#3583 71 74 -3 GNMA II 5.5% POOL#3596 55 57 -2 GNMA II 5.5% POOL# 3610 55 58 -3 GNMA II 5.5% POOL#3624 68 72 -4 GNMA II 5.5% POOL#3637 133 140 -7 GNMA II 5.5% POOL#3652 206 216 -10 GNMA II 5.5% POOL#3678 192 204 -12 GNMA II 5.5% POOL#3691 90 94 -4 GNMA II 5.5% POOL#3702 89 93 -4 GNMA II 5.5% POOL#3889 53 54 -1 STRATEGIC ADVISORS SHORT DURATION FUND 17655 17469 STRATEGIC ADVISORS INCOME OPPORTUNITIES 2244 2406 STRATEGIC ADVISORS CORE INCOME FUND 162591 169658 AMAZON 16765 51660 23600 8008 FIDELITY SAI INFLATION FOCUSED FD 2379 2024 STRATEGIC ADVISERS ALTERNATIVES FUND 9747 9199 STRATEGIC ADVISERS LARGE CAP FUND 95723 120422 STRATEGIC ADVISERS EMERGING MARKETS 14497 16917 STRATEGIC ADVISERS SMALL-MID CAP FD 16805 19800 STRATEGIC ADVISERS INTERNATIONAL FUND 31838 40706 LAND 8800 0 8800 HEARST MEDIA SERVICES LLC PUBLIC NOTICE 81 81 INSURANCE - ERRORS & OMISSIONS 737 369 368 OFFICE EXPENSE AND POSTAGE 15 15 LEASE 350 CAPITAL GAIN DISTRIBUTIONS 4077 4077 FIDELITY INVESTMENTS INVESTMENT ADVISE 2850 2850 FOREIGN TAX 159