2025-07-20T09:38:04-05:00 2024-12-31 061456692 SANTELLA BREEDEN & COMPANY LLC 1700 BEDFORD STREET STAMFORD CT 06905 990PF 2024-01-01 223199626 LOUIS F & VIRGINIA C BANTLE CHARITABLE FOUNDATION INC LOUI 2036564461 365 POST ROAD DARIEN CT 06820 ROBERT C BANTLE PRESIDENT 2036564461 2025-07-20 1 1 DOMINIC SANTELLA P00605217 2033251548 2025-07-20 X 2024 2025-03-06 01:10:19Z X 9124840 X X 37 37 107068 107068 558209 1282656 558209 7825 7825 673139 673139 0 0 0 4664 4664 0 238138 238138 0 50 50 0 242852 242852 0 364572 364572 607424 242852 364572 65715 430287 -74921 136898 136898 4385935 4057247 8637942 268764 350000 350000 4579778 4544145 9124840 0 0 X 0 0 694414 694414 3885364 3849731 4579778 4544145 4579778 4544145 4579778 65715 0 4645493 101348 4544145 MORGAN STANLEY SUMMARY P 2024-01-01 2024-12-31 1003052 699194 303858 303858 FROM FLOWTHROUGHS P 2024-01-01 2024-12-31 25253 -25253 -25253 CAPITAL GAINS DIVIDENDS P 279604 279604 279604 558209 5981 0 5981 0 5981 0 0 0 0 0 335 6316 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 N/A BANTLE FAMILY INVESTMENTS 2036564461 365 POST ROAD DARIEN CT 06820 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 ROBERT BANTLE 152 CAT ROCK ROAD COS COB CT 06807 PRESIDENT 1.00 0 0 0 TERRI ANN WALKER 25 ROWAYTON AVE ROWAYTON CT 06853 SECRETARY 1.00 0 0 0 NONE 0 CAT ROCK GROUP 365 POST ROAD DARIEN CT 06820 PORTFOLIO MANAGEMENT 76598 RIVERWIND CAPITAL 25 ROWAYTON AVE ROWAYTON CT 06853 PORTFOLIO MANAGEMENT 76597 0 0 8201299 103862 350000 8655161 0 0 8655161 129827 8525334 426267 426267 5981 5981 420286 0 420286 0 420286 364572 0 364572 420286 113068 0 0 364572 113068 0 0 251504 0 0 0 0 0 0 0 0 168782 0 0 0 X ANIMAL NATION INC PO BOX 905 RYE NY 10580 NOT RELATED PUBLIC CHARITY GENERAL SUPPORT 1000 JDRF INTERNATIONAL 200 VESEY STREET NEW YORK NY 10281 NOT RELATED PUBLIC CHARITY GENERAL SUPPORT 1010 SPECIAL OLYMPICS VA 3212 SKIPWITH ROAD SUITE 100 RICHMOND VA 23294 NOT RELATED PUBLIC CHARITY GENERAL FUND 524 STRATTON COMMUNITY FOUNDATION PO BOX 523 STRATTON MOUNTAIN VT 05155 NOT RELATED PUBLIC CHARITY GENERAL SUPPORT 520 BREAST CANCER ALLIANCE 48 MAPLE AVENUE GREENWICH CT 06830 NOT RELATED PUBLIC CHARITY GENERAL SUPPORT 5000 OUTWARD BOUND 4845 PEARL EAST CIRCLE BOULDER CO 80301 NOT RELATED PUBLIC CHARITY GENERAL SUPPORT 1150 KOMERAORG 228 PARK AVE NEW YORK NY 10003 NOT RELATED PUBLIC CHARITY GENERAL SUPPORT 2500 CENTRAL PARK CONSERVANCY 14 EAST 60TH ST NEW YORK NY 10022 NOT RELATED PUBLIC CHARITY GENERAL SUPPORT 17000 CHILDREN'S TUMOR FOUNDATION 697 THIRD AVE NEW YORK NY 10017 NOT RELATED PUBLIC CHARITY GENERAL SUPPORT 2500 GREENWICH TOWN PARTY 100 ARCH STREET GREENWICH CT 06830 NOT RELATED PUBLIC CHARITY GENERAL SUPPORT 18670 COOK FAMILY CHARITABLE FUND 737 WEBSTER STREET MARSHFIELD MA 02050 NOT RELATED PUBLIC CHARITY GENERAL SUPPORTGENERAL SUPPORT 2500 CHARLESTON PARKS CONSERVANCY 720 MAGNOLIA ROAD CHARLESTON SC 29407 NOT RELATED PUBLIC CHARITY GENERAL SUPPORT 7000 DARIEM EMS - POST 53 PO BOX 2066 DARIEN CT 06820 NOT RELATED PUBLIC CHARITY GENERAL SUPPORT 5000 UNITED CHURCH OF ROWAYTON 210 ROWAYTON AVE ROWAYTON CT 06853 NOT RELATED PUBLIC CHARITY GENERAL SUPPORT 2500 FAMILY CENTERS INC 40 ARCH STREET GREENWICH CT 06830 NOT RELATED PUBLIC CHARITY GENERAL SUPPORT 19000 GIVERGY 530 SEVENTH AVE NEW YORK NY 10018 NOT RELATED PUBLIC CHARITY GENERAL SUPPORT 36875 DAVIS PHINNEY FOUNDATION 357 MCCASLIN BLVD LOUISVILLE CO 80027 NOT RELATED PUBLIC CHARITY GENERAL SUPPORT 1000 GREENS LEDGE LIGHT PRESERVATION SOCIETY PO BOX 43 ROWAYTON CT 06853 NOT RELATED PUBLIC CHARITY GENERAL SUPPORT 11503 CHRISTOPHER REEVES FOUNDATION 636 MORRIS TPKE SUITE 3A SHORT HILLS NJ 07078 NOT RELATED PUBLIC CHARITY GENERAL SUPPORT 1000 GREENWICH EMERGENCY MEDICAL SERVICE INC 111 EAST PUTNAM AVE SUITE 201 RIVERSIDE CT 06878 NOT RELATED PUBLIC CHARITY GENERAL SUPPORT 1000 HIGHWATCH RECOVERY CENTER 62 CARTER ROAD KENT CT 06757 NOT RELATED PUBLIC CHARITY GENERAL SUPPORT 2500 IMPACT THROUGH GOLF FOUNDATION 78060 CALLE ESTADO LA QUINTA CA 92253 NOT RELATED PUBLIC CHARITY GENERAL SUPPORT 5000 JUDICIAL WATCH 425 THIRD STREET SUITE 800 WASHINGTON DC 20024 NOT RELATED PUBLIC CHARITY GENERAL SUPPORT 2500 KELLY GIBSON FOUNDATION PO BOX 57478 NEW ORLEANS LA 70157 NOT RELATED PUBLIC CHARITY GENERAL SUPPORT 5000 COMMUNITY FUND OF DARIEN 30 OLD KINGS HIGHWAY SOUTH DARIEN CT 06820 NOT RELATED PUBLIC CHARITY GENERAL SUPPORT 1000 LEWA WILDLIFE CONVERANCY PO BOX 4449 NEW YORK NY 10163 NOT RELATED PUBLIC CHARITY GENERAL SUPPORT 10000 LIBERATION PROGRAMS INC 339 WEST AVE BRIDGEPORT CT 06604 NOT RELATED PUBLIC CHARITY GENERAL SUPPORT 18000 MAKE A WISH 1702 E HIGHLAND AVE PHOENIX AZ 85016 NOT RELATED PUBLIC CHARITY GENERAL SUPPORT 15000 MOCA OF WESTPORT 19 NEWTOWN TURNPIKE WESTPORT CT 06880 NOT RELATED PUBLIC CHARITY GENERAL SUPPORT 2500 ATHLETES AND CAUSES 119 S DAKOTA AVE TAMPA FL 33606 NOT RELATED PUBLIC CHARITY GENERAL SUPPORT 15000 DARIEN YMCA 2420 POST ROAD DARIEN CT 06820 NOT RELATED PUBLIC CHARITY GENERAL FUND 5000 FUFILLING A DREAM 506 S 9TH AVE MT VERNON NY 10550 NOT RELATED PUBLIC CHARITY GENERAL SUPPORT 5000 MUSTIQUE CHARITABLE FOUNDATION PO BOX 20216 NEW YORK NY 10021 NOT RELATED PUBLIC CHARITY GENERAL SUPPORT 5000 KEN DUKE & FRIENDS PO BOX 2633 STUART FL 34994 NOT RELATED PUBLIC CHARITY GENERAL SUPPORT 5000 HABITAT FOR HUMANITY 111 JOHN ST SUITE 770 NEW YORK NY 10038 NOT RELATED PUBLIC CHARITY GENERAL SUPPORT 250 SHE RECOVERS FOUNDATION 14 MILLERS END SANTA FE NM 87508 NOT RELATED PUBLIC CHARITY GENERAL SUPPORT 2500 ROWAYTON CIVIC ASSOCIATION PO BOX 302 ROWAYTON CT 06853 NOT RELATED PUBLIC CHARITY GENERAL SUPPORT 3000 SYRACUSE UNIVERSITY 900 SOUTH CROUSE AVE SYRACUSE NY 13244 NOT RELATED PUBLIC CHARITY GENERAL SUPPORT 20000 SAVE THE SOUND 900 CHAPEL STREET NEW HAVEN CT 06510 NOT RELATED PUBLIC CHARITY GENERAL SUPPORT 5000 SEMPRE FI AMERICA'S FUND 825 COLLEGE BLVD OCEANSIDE CA 92057 NOT RELATED PUBLIC CHARITY GENERAL SUPPORT 5000 SHATTERPROOF 101 MERRITT Y CORPORATE PARK NORWALK CT 06851 NOT RELATED PUBLIC CHARITY GENERAL SUPPORT 8500 SEMESTER AT SEA 2243 CENTRE AVE UNIT 300 FORT COLLINS CO 80526 NOT RELATED PUBLIC CHARITY GENERAL SUPPORT 2500 BONEFISH AND TARPON TRUST 2937 SW 27TH AVE MIAMI FL 33133 NOT RELATED PUBLIC CHARITY GENERAL FUND 1037 SOUND WATERS 1281 COVE ROAD STAMFORD CT 06905 NOT RELATED PUBLIC CHARITY GENERAL SUPPORT 5000 ANSWER THE CALL 4 WORLD TRADE CENTER NEW YORK NY 10007 NOT RELATED PUBLIC CHARITY GENERAL SUPPORT 2500 ROWAYTON FIRE DEPARTMENT 136 ROWAYTON AVE ROWAYTON CT 06853 NOT RELATED PUBLIC CHARITY GENERAL SUPPORT 2500 PITTSBURGH MARATHON WEEKEND 810 RIVER AVE SUITE 120 PITTSBURGH PA 15212 NOT RELATED PUBLIC CHARITY GENERAL SUPPORT 533 THE BUONICONTI FUND TO CURE PA 1095 NW 14 TERRACE MIAMI FL 33136 NOT RELATED PUBLIC CHARITY GENERAL SUPPORT 25000 MAXWELL SCHOOL 145 PENNSYLVANIA AVE BROOKLYN NY 11207 NOT RELATED PUBLIC CHARITY GENERAL SUPPORT 20000 ASHLEYS ADDICTION 800 TYDINGS LANE HAVRE DE GRACE MD 21078 NOT RELATED PUBLIC CHARITY GENERAL SUPPORT 2500 THE WINGED FOOT FOUNDATION 913 MANCHESTER STREET NAPERVILLE IL 60563 NOT RELATED PUBLIC CHARITY GENERAL FUND 2500 TUNNEL TO TOWERS 2361 HYLAN BLVD STATEN ISLAND NY 10306 NOT RELATED PUBLIC CHARITY GENERAL SUPPORT 10000 VALENCIA COUNTY ANIMAL SHELTER 1209 NM-314 LOS LUNAS NM 87031 NOT RELATED PUBLIC CHARITY GENERAL SUPPORT 2500 THE WINDWARD SCHOOL 1275 MAMARONECK AVE WHITE PLAINS NY 10605 NOT RELATED PUBLIC CHARITY GENERAL SUPPORT 10000 364572 0 37 107068 7825 558209 0 0 673139 673139 3 ALL ASSETS OF THE ORGANIZATION ARE INVESTED IN ORDER TO PROVIDE ADDITIONAL FUNDS NEEDED TO CARRY OUT ITS CHARITABLE PURPOSE. ADDITIONAL FUNDS NEEDED TO CARRY OUT ITS CHARITABLE PURPOSE. 4 ALL ASSETS OF THE ORGANIZATION ARE INVESTED IN ORDER TO PROVIDE ALL ASSETS OF THE ORGANIZATION ARE INVESTED IN ORDER TO PROVIDE ADDITIONAL FUNDS NEEDED TO CARRY OUT ITS CHARITABLE PURPOSE. 8 ALL ASSETS OF THE ORGANIZATION ARE INVESTED IN ORDER TO PROVIDE ADDITIONAL FUNDS NEEDED TO CARRY OUT ITS CHARITABLE PURPOSE. 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 4664 4664 0 MORGAN STANLEY 4057247 8637942 TSU AT COST 350000 350000 NON DEDUCTIBLE LOSSES FROM PASSTHROUGH 101348 FROM FLOWTHROUGHS 7825 7825 7825 MANAGEMENT FEES 153195 153195 0 PROFESSIONAL FEES 84943 84943 0 OFFICE 50 50 0