2024-04-10T10:07:10-05:00 2023-12-31 020327524 NATHAN WECHSLER & COMPANY PA 70 COMMERCIAL STREET 4TH FLOOR CONCORD NH 03301 990PF 2023-01-01 026115326 THE BAGAN FOUNDATION BAGA 6032252164 173 SCHOOL STREET CONCORD NH 03301 MERWYN BAGAN PRESIDENT 6032252164 2024-03-23 1 MERWYN BAGAN XXX-XX-XXXX 0 KELLI D'AMORE P01402985 6032245357 2024-03-23 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 492133 X X 219 219 7312 7312 0 111859 49334 7531 56865 0 0 0 6483 6483 0 6483 6483 0 33000 33000 39483 6483 33000 -31952 50382 6409 29510 29510 487488 462623 462623 493897 492133 492133 0 0 X 493897 492133 493897 492133 493897 492133 493897 -31952 30188 492133 0 492133 AMER ELECTRIC POWER CO - 100.000 SHS 2019-09-11 2023-08-29 7954 9092 -1138 -1138 INTEL CORP - 450.000 SHS 2013-05-09 2023-03-09 11858 10960 898 898 INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY - 800.000 SHS 2022-04-27 2023-05-02 11032 14896 -3864 -3864 LAUDER ESTEE COS - 110.000 SHS 2012-02-17 2023-05-03 22916 6191 16725 16725 VANGUARD UTILITIES ETF - 110.000 SHS 2021-11-18 2023-08-02 15763 16138 -375 -375 FISERV INC - 200.000 SHS 1999-09-03 2023-08-02 25256 1064 24192 24192 JOHNSON & JOHNSON COM - 100.000 SHS 2000-12-07 2023-08-02 17080 4184 12896 12896 49334 700 0 700 0 700 1481 0 0 0 1481 0 781 781 0 0 0 0 0 0 0 0 0 0 0 1 1 NH 1 0 0 0 0 1 N/A CAROL J BAGAN 6032252164 173 SCHOOL STREET CONCORD NH 033012568 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MERWYN BAGAN 173 SCHOOL STREET CONCORD NH 033012568 PRESIDENT/TREASURER/TRUSTEE 1.00 0 0 0 KARIN A BAGAN 9 OLD FIELD ROAD SETAUKET NY 117332259 VICE PRESIDENT/TRUSTEE 1.00 0 0 0 CAROL J BAGAN 173 SCHOOL STREET CONCORD NH 033012568 SECRETARY/TRUSTEE 2.00 0 0 0 SETH C BAGAN 2102 NE PARK ROAD SEATTLE WA 981052422 TRUSTEE 0.25 0 0 0 NONE 0 NONE 0 TO SUPPORT FINANCIALLY, CHARITABLE ORGANIZATIONS PRIMARILY LOCAL TO CONCORD, NH AND SURROUNDING COMMUNITIES. IN 2023, THE BAGAN FOUNDATION SUPPORTED 13 ORGANIZATIONS WITHIN THE COMMUNITY. 33000 0 446605 47358 0 493963 0 0 493963 7409 486554 24328 24328 700 700 23628 0 23628 0 23628 33000 0 33000 23628 0 0 1323 26780 11523 13115 52741 33000 0 0 0 23628 9372 0 0 62113 0 0 0 0 0 0 0 62113 1323 26780 11523 13115 9372 X BOYS & GIRLS CLUBS OF CENTRAL NH 55 BRADLEY STREET CONCORD NH 03301 NONE PUBLIC CHARITY SUPPORT OF THE ART DEPARTMENT AND GENERAL OPERATIONS 4000 COMMUNITY PLAYERS OF CONCORD NH PO BOX 681 CONCORD NH 03302 NONE PUBLIC CHARITY SUPPORT CAPITAL CAMPAIGN AND ANNUAL FUND 9600 CONCORD COMMUNITY CONCERT ASSOCIATION 2 PRINCE STREET CONCORD NH 03301 NONE PUBLIC CHARITY SUPPORT OF MISSION 3000 CONCORD PUBLIC LIBRARY FOUNDATION PO BOX 3957 CONCORD NH 033023957 NONE PUBLIC CHARITY SUPPORT OF THE CHILDREN'S ROOM MULTI-CULTURAL COLLECTION 1000 CONCORD TV 170 WARREN STREET CONCORD NH 03301 NONE PUBLIC CHARITY GENERAL SUPPORT 4000 FRIENDS OF THE AUDI PO BOX 652 CONCORD NH 03302 NONE PUBLIC CHARITY SUPPORT OF MISSION 400 GOODLIFE PROGRAMS AND ACTIVITES 254 N STATE ST CONCORD NH 03301 NONE PUBLIC CHARITY SUPPORT OF MISSION 1000 NEW HAMPSHIRE PBS 268 MAST ROAD DURHAM NH 03824 NONE PUBLIC CHARITY GENERAL SUPPORT 2000 NEW HAMPSHIRE PRESERVATION ALLIANCE 7 EAGLE SQUARE CONCORD NH 03301 NONE PUBLIC CHARITY GENERAL SUPPORT 3000 NH COMMUNITY LOAN FUND 7 WALL STREET CONCORD NH 03301 NONE PUBLIC CHARITY GENERAL SUPPORT 1000 THE FRIENDLY KITCHEN 2 S COMMERCIAL STREET CONCORD NH 03301 NONE PUBLIC CHARITY GENERAL SUPPORT 2000 THE FRIENDS PROGRAM 130 PEMBROKE ROAD SUITE 200 CONCORD NH 03301 NONE PUBLIC CHARITY GENERAL SUPPORT 1000 THE HUNDRED CLUB OF NEW HAMPSHIRE PO BOX 23 MANCHESTER NH 03105 NONE PUBLIC CHARITY GENERAL SUPPORT 1000 33000 0 14 219 14 7312 18 0 7531 0 7531 0 0 0 0 0 0 0 0 0 0 UBS - EQUITIES 462623 462623 UNREALIZED GAINS 30188 UBS MANAGEMENT AND ACCOUNT FEES 6483 6483 0