2024-07-26T08:09:13-05:00 2023-12-31 061386456 T M BYXBEE COMPANY PC P O BOX 187169 HAMDEN CT 06518 990PF 2023-01-01 476247032 THE STODDARD FAMILY FOUNDATION C/O PAMELA STODDARD STOD 2034531408 21 RUNNING BROOK DRIVE KILLINGWORTH CT 06419 PAMELA STODDARD TRUSTEE 2034531408 2024-07-25 1 0 PAMELA J MATOCHA P00572001 2032814933 2023 2024-08-08 14:25:15Z X 1402572 X X 20813 17513 15524 15524 7422 607987 7422 43759 40459 0 0 0 4500 0 0 16560 16560 0 233 233 0 21293 16793 0 62500 62500 83793 16793 62500 -40034 23666 99405 134264 134264 1221634 1153893 1268308 1321039 1288157 1402572 0 0 X 1321039 1288157 0 0 0 0 1321039 1288157 1321039 1288157 1321039 -40034 7152 1288157 0 1288157 MERRILL LYNCH # 867-36804 - ST COVERED TRANSACTIONS 2023-12-31 374057 368336 5721 5721 MERRILL LYNCH # 867-36804 - LT COVERED TRANSACTIONS 2023-12-31 183922 182229 1693 1693 MERRILL LYNCH # 867-36804 - ST COVERED TRANSACTIONS 2023-12-31 50000 50000 0 0 CAPITAL GAINS DIVIDENDS P 8 8 8 7422 329 0 329 0 329 1554 0 0 0 1554 0 1225 1225 0 0 0 0 0 0 0 0 0 0 0 0 1 CT 1 0 0 0 0 1 N/A THE FOUNDATION 2034531408 21 RUNNING BROOK DRIVE KILLINGWORTH CT 06419 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PAMELA P STODDARD 21 RUNNING BROOK DRIVE KILLINGWORTH CT 06419 TRUSTEE 0.00 0 0 0 R SANFORD STODDARD 21 RUNNING BROOK DRIVE KILLINGWORTH CT 06419 TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 0 1270397 72578 0 1342975 0 0 1342975 20145 1322830 66142 66142 329 329 65813 0 65813 0 65813 62500 0 62500 65813 0 0 19054 65845 7906 9453 102258 62500 0 0 0 62500 0 3313 3313 98945 0 0 0 0 0 0 15741 83204 65845 7906 9453 X GUILFORD ART CENTER 411 CHURCH STREET GUILFORD CT 06437 PC TO SUPPORT GALLERY AND EDUCATIONAL PROGRAMS 20000 GUILFORD FREE LIBRARY 67 PARK ST GUILFORD CT 06437 PC TO SUPPORT OPERATIONS 500 GUILFORD GREEN STAGE PO BOX 345 GUILFORD CT 06437 PC TO SUPPORT OPERATIONS 2000 GUILFORD KEEPING SOCIETY PO BOX 363 GUILFORD CT 06437 PC TO SUPPORT OPERATIONS 750 GUILFORD LAND CONSERVATION TRUST PO BOX 200 GUILFORD CT 06437 PC TO SUPPORT OPERATIONS 750 GUILFORD PRESERVATION ALLIANCE PO BOX 199 GUILFORD CT 06437 PC TO SUPPORT OPERATIONS 250 GUILFORD TOUCHDOWN CLUB 605 NEW ENGLAND ROAD GUILFORD CT 06437 PC TO SUPPORT OPERATIONS 2000 KILLINGWORTH AMBULANCE ASSOCIATION 335 CT-81 KILLINGWORTH CT 06419 PC TO SUPPORT OPERATIONS 250 KILLINGWORTH LAND CONSERVATION TRUST PO BOX 825 KILLINGWORTH CT 06419 PC TO SUPPORT OPERATIONS 250 KILLINGWORTH LIBRARY ASSOCIATION INC 301 CT-81 KILLINGWORTH CT 06419 PC TO SUPPORT OPERATIONS 250 KILLINGWORTH VOLUNTEER FIRE COMPANY 333 CT-81 KILLINGWORTH CT 06419 PC TO SUPPORT OPERATIONS 250 LONG WHARF THEATRE 70 AUDUBON ST NEW HAVEN CT 06510 PC TO SUPPORT OPERATIONS 1000 MOUNT HOLYOKE COLLEGE 50 COLLEGE ST SOUTH HADLEY MA 01075 PC TO SUPPORT OPERATIONS 500 MYSTIC AQUARIUM 55 COOGAN BLVD MYSTIC CT 06355 PC TO SUPPORT OPERATIONS 250 MYSTIC SEAPORT MUSEUM PO BOX 6000 MYSTIC CT 06355 PC TO SUPPORT OPERATIONS 250 OLD STURBRIDGE VILLAGE 1 OLD STURBRIDGE VILLAGE RD STURBRIDGE MA 01566 PC TO SUPPORT OPERATIONS 500 ORCHESTRA NEW ENGLAND 232 DWIGHT ST NEW HAVEN CT 06511 PC TO SUPPORT OPERATIONS 250 PLANNED PARENTHOOD FEDERATION OF AMERICA 123 WILLIAM ST NEW YORK NY 10038 PC TO SUPPORT OPERATIONS 500 RAY OF LIGHT FARM 232 TOWN ST EAST HADDAM CT 06423 PC TO SUPPORT OPERATIONS 2000 SAVE THE SOUND 127 CHURCH ST NEW HAVEN CT 06510 PC TO SUPPORT OPERATIONS 250 SHORELINE ARTS ALLIANCE 206A BOSTON POST ROAD MADISON CT 06443 PC TO SUPPORT OPERATIONS 250 SHORELINE SOUP KITCHENS & PANTRIES 222 MCVEAGH RD WESTBROOK CT 06498 PC TO SUPPORT OPERATIONS 250 STONY CREEK CONGREGATIONAL CHURCH 192 THIMBLE ISLAND RD BRANDFORD CT 06405 PC TO SUPPORT OPERATIONS 500 STONY CREEK MUSEUM 84 THIMBLE ISLAND RD BRANFORD CT 06405 PC TO SUPPORT OPERATIONS 250 THE COMMUNITY FUND FOR WOMEN AND GIRLS 70 AUDUBON ST NEW HAVEN CT 06510 PC TO SUPPORT OPERATIONS 500 THE DUDLEY FOUNDATION 500 1ST ST STE 2 WAUSAU WI 54403 PC TO SUPPORT OPERATIONS 250 THE GUILFORD COMMUNITY FUND PO BOX 271 GUILFORD CT 06437 PC TO SUPPORT OPERATIONS 250 THE GUILFORD FOUNDATION 44 BOSTON ST GUILFORD CT 06437 PC TO SUPPORT OPERATIONS 7500 THE GUILFORD FUND FOR EDUCATION 800 VILLAGE WALK GUILFORD CT 06437 PC TO SUPPORT OPERATIONS 2500 THE HYLAND HOUSE MUSEUM 84 BOSTON ST GUILFORD CT 06437 PC TO SUPPORT OPERATIONS 500 TRINITY COLLEGE 300 SUMMIT ST HARTFORD CT 06106 PC TO SUPPORT OPERATIONS 500 WOMEN & FAMILY LIFE CENTER 96 FAIR STREET GUILFORD CT 06437 PC TO PROVIDE FUNDS TO ASSIST WOMEN IN THE COMMUNITY 16000 LEWIS & CLARK COLLEGE 615 S PALATINE HILL RD PORTLAND OR 97219 PC TO SUPPORT OPERATIONS 500 62500 0 14 20813 14 15524 14 7422 0 43759 0 43759 0 0 0 0 0 0 0 0 0 0 ACCOUNTING AND TAX PREPARATION FEES 4500 0 0 STOCKS 465785 586241 698993 MUNICIPAL BONDS 84916 84863 84542 CORPORATE BONDS 303316 218269 217058 GOVERNMENT AND AGENCY SECURITIES 367617 264291 267486 INTEREST DISCOUNT 229 229 COST ADJUSTMENT 7152 INVESTMENT MANAGEMENT FEES 16560 16560 0 FOREIGN TAXES 233 233 0