2024-10-24T16:23:33-05:00 2024-06-30 410746749 CLIFTONLARSONALLEN 1 CAPITAL WAY CRANSTON RI 02910 990PF 2023-07-01 066454348 DORNAM FOUNDATION BETH PUTNAM / JAMES M DORAN TRUSTEES DORN 8605210314 83 RUMFORD STREET WEST HARTFORD CT 061073754 JAMES M DORAN TRUSTEES 8605210314 2024-10-12 1 0 BRIAN ENVERSO P00690384 4012725600 2024-10-15 2023 2024-10-15 13:58:12Z X 3828086 X X 96805 96805 177128 423217 177128 273933 273933 0 0 0 6825 3413 3412 6825 3413 3412 170000 170000 176825 3413 173412 97108 270520 41418 42728 42728 552010 847231 847231 1011207 814919 2132137 221753 221753 805990 1826388 1926631 3828086 0 0 X 0 3135 0 0 1826388 1923496 1826388 1926631 1826388 1926631 1826388 97108 3135 1926631 0 1926631 PUBLICLY TRADED SECURITIES P 423217 246089 177128 177128 177128 3760 0 3760 0 3760 1040 0 0 0 1040 0 2720 0 0 0 0 0 0 0 0 0 0 1 1 CT 1 0 0 0 1 1 N/A JAMES M DORAN 8605210314 83 RUMFORD STREET WEST HARTFORD CT 061073754 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JAMES M DORAN 83 RUMFORD STREET WEST HARTFORD CT 06107 TRUSTEE 2.00 0 0 0 BETH PUTNAM 149 PAUL REVERE ROAD NEEDHAM MA 02494 TRUSTEE 1.00 0 0 0 WENDY DORAN-PALEY 23 CLINTON AVENUE MAPLEWOOD NJ 07040 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 2920130 783407 0 3703537 0 0 3703537 55553 3647984 182399 182399 3760 3760 178639 0 178639 0 178639 173412 0 173412 178639 166775 0 0 173412 166775 0 0 6637 0 0 0 0 0 0 0 0 172002 0 0 0 JAMES M DORAN BETH PUTNAM WENDY DORAN-PALEY X ARCHDIOCESE OF HARTFORD 134 FARMINGTON AVENUE HARTFORD CT 061053784 PC ARCHBISHOP'S ANNUAL APPEAL 6000 STEUBENVILLE CATHOLIC SCHOOLS 320 WESTVIEW AVENUE STEUBENVILLE OH 43952 PC CATHOLIC CENTRAL HIGH SCHOOL SCHOLARSHIP FUND 15000 ST FRANCISST JOSEPH CATHOLIC WOMEN'S CLUB C/O ST FRANCIS CHURCH 1225 NORTH RIVER AVENUE TORONTO OH 43964 PC FINANCIAL ASSISTANCE FOR FAMILIES 500 CONNECTICUT COLLEGE C/O OFFICE OF COLLEGE ADVANCEMENT 270 MOHEGAN AVENUE NEW LONDON CT 063204196 PC FUNDING FOR TWO SCHOLARSHIPS OF $3,000 EACH 6000 FIDELITY CHARITABLE PO BOX 770001 CINCINNATI OH 452770001 PC CHARITABLE SUPPORT 8300 CHURCH OF ST PETER CLAVER 47 PLEASANT STREET WEST HARTFORD CT 061071625 PC PARISH ANNUAL COLLECTION 6000 JEWISH FAMILY SERVICES OF GREATER HARTFORD 333 BLOOMFIELD AVENUE SUITE A WEST HARTFORD CT 06117 PC COUNSELING, EDUCATION AND COMMUNITY SUPPORT 10000 JOHN CARROLL UNIVERSITY 1 JOHN CAROLL BOULEVARD UNIVERSITY HEIGHTS OH 441184581 PC JAMES M. DORAN '55 SCHOLARSHIP FOR MBA STUDENTS 25000 KINGSWOOD OXFORD SCHOOL 170 KINGSWOOD ROAD WEST HARTFORD CT 061191430 PC $3,000 FOR FINANCIAL AID AND $3,000 FOR UNRESTRICTED USE 6000 MANDELL JEWISH COMMUNITY CENTER 335 BLOOMFIELD AVENUE WEST HARTFORD CT 06117 PC RENOVATION OF EARLY CHILDHOOD CENTER PLAYGROUNDS AND NEW PEGGOTTY PLAYHOUSE 7200 READ TO A CHILD 20 WILLIAM STREET G25 WELLESLEY MA 02481 PC $2,500.00 FOR HARTFORD PROGRAMMING AND $5,500 FOR READ ALOUD MENTORING PROGRAM 8000 SENIORS JOB BANK 50 SOUTH MAIN STREET ROOM 216 WEST HARTFORD CT 06107 PC JOB ASSISTANCE FOR SENIORS. CHALLENGE GRANT MATCHES AND "BIRDIES FOR CHARITY" SPONSORSHIP 50000 ST FRANCISST JOSEPH CATHOLIC CHURCHES 1225 NORTH RIVER AVENUE TORONTO OH 43964 PC FINANCIAL ASSISTANCE FOR FAMILIES 12000 UCONN FOUNDATION 2390 ALUMNI DRIVE UNIT 3206 STORRS CT 062693206 PC DIRECTED GIFT OPTION TO THE TUMOR GENOMICS FUND 5000 UNITED WAY OF CENTRAL AND NORTHEASTERN CONNECTICUT 30 LAUREL STREET HARTFORD CT 061061374 PC UNITED WAY'S COMMUNITY CAMPAIGN 5000 170000 0 14 96805 18 177128 0 273933 0 273933 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 6825 3413 3412 BRISTOL-MYERS SQUIBB CO. 33675 62295 COMSTK. HLDG. COMPANIES 15782 43679 CONOCOPHILLIPS 60113 171570 HELIX ENERGY SOLUTIONS 75298 143280 HUNTSMAN CORP. 74297 91080 MARATHON PETROLEUM CORP. 46915 520440 PHILLIPS 66 23613 141170 SEAGATE TECH. HLDGS. PUB. 63060 258175 SHERWOOD BRANDS INC. CL. A 17440 0 UNUM GROUP 58840 204440 PARAMOUNT GLOBAL 111605 67535 MICRON TECHNOLOGY INC. 98485 263060 AT&T INC. 71890 76440 WEBSTER FINL. CP. 57013 87180 WARNER BROS. DISCOVERY 6893 1793 SHARES CORE S&P MID-CAP AT COST 57330 292600 ISHARES CORE S&P SMALL AT COST 47430 213320 ISHARES SELECT AT COST 49613 181470 VANGUARD HIGH DVD. YIELD AT COST 67380 118600 EXCISE TAX REFUND 3135