2026-08-06T08:47:31-04:00 2026-06-30 061218594 BUDWITZ & MEYERJACK PC 322 MAIN ST FARMINGTON CT 06032 990PF 2025-07-01 270505166 BAILEY FARMINGTON VILLAGE GREEN AND LIBRARY TRUST BAIL 8606774697 314 MAIN STREET FARMINGTON CT 06032 CHRISTIAN R HOHEB ESQ TRUSTEE 8606774697 2026-08-03 SCOTT BURLEIGH CPA P00063772 8606774697 2026-08-03 2025 2025-03-06 01:10:19Z X 621799 X X 5 5 5 12045 12045 12045 76078 141806 76078 187 88128 88128 12237 5000 3333 1667 2500 2500 489 489 5814 5814 13803 12136 1667 24000 24000 37803 12136 25667 50325 75992 12237 10078 12825 12825 550518 608974 608974 560596 621799 621799 0 X 560596 621799 560596 621799 560596 621799 560596 50325 10878 621799 621799 AMERICAN FUNDS AMERICAN BALANCED FUN P 2018-11-30 2026-01-30 2166 1537 629 629 AMERICAN FUNDS INVESTMENT CO OF AMER P 2018-12-20 2026-06-01 4975 2426 2549 2549 AMERICAN FUNDS CAPITAL WORLD GROWTH P 2018-11-30 2026-01-30 6867 4374 2493 2493 AMERICAN FUNDS NEW WORLD FUND CL F2 P 2026-04-30 2026-06-01 1195 1117 78 78 AMERICAN FUNDS GROWTH FUND OF AMERIC P 2018-12-24 2026-01-30 1316 666 650 650 AMERICAN FUNDS SMALLCAP WORLD FUND C P 2020-06-01 2026-06-01 3256 2309 947 947 AMERICAN FUNDS INVESTMENT CO OF AMER P 2018-11-30 2026-01-30 3923 2457 1466 1466 AMERICAN GLOBAL INSIGHT FUND CL F2 N P 2024-05-23 2026-06-01 2024 1496 528 528 AMERICAN FUNDS SMALLCAP WORLD FUND C P 2020-06-01 2026-01-30 1196 919 277 277 WASHINGTON MUTUAL INVESTORS FUND CL P 2021-05-03 2026-06-01 2038 1689 349 349 AMERICAN FUNDS GROWTH FUND OF AMERIC P 2018-12-24 2026-04-30 8261 4108 4153 4153 AMERICAN FUNDS GROWTH FUND OF AMERIC P 2018-12-24 2026-04-30 1056 525 531 531 AMERICAN FUNDS GROWTH FUND OF AMERIC P 2019-12-23 2026-04-30 2334 1448 886 886 AMERICAN FUNDS INVESTMENT CO OF AMER P 2018-11-30 2026-04-30 42299 25637 16662 16662 AMERICAN FUNDS INVESTMENT CO OF AMER P 2018-12-20 2026-04-30 7828 4019 3809 3809 AMERICAN FUNDS AMERICAN BALANCED FUN P 2018-11-30 2026-06-01 3200 2131 1069 1069 AMERICAN FUNDS CAPITAL INCOME BUILDE P 2018-11-30 2026-06-01 1961 1416 545 545 AMERICAN FUNDS CAPITAL WORLD GROWTH P 2018-11-30 2026-06-01 7155 4150 3005 3005 AMERICAN FUNDS FUNDAMENTAL INVESTORS P 2026-04-30 2026-06-01 1830 1721 109 109 AMERICAN FUNDS GROWTH FUND OF AMERIC P 2019-12-23 2026-06-01 2752 1583 1169 1169 76078 187 1056 1056 1056 X 19 1075 false false false false false false false true true CT true false false false false true NO WEBSITE AT THIS TIME. CHRISTIAN R HOHEB ESQ 8606789345 314 MAIN STREET FARMINGTON CT 06032 false false false false false false false false false false false false false false false false false false false false CHRISTIAN R HOHEB ESQ 322 MAIN STREET FARMINGTON CT 06032 TRUSTEE 5.00 5000 0 0 NONE NONE THE BAILEY FARMINGTON VILLAGE GREEN AND LIBRARY TRUST (TRUST) WAS CREATED UNDER THE TRUST AGREEMENT OF ALMA B. TAYLOR ON OCTOBER 3, 2005. ACCORDING TO THE TRUST AGREEMENT, THE TRUSTEE SHALL FUND PROJECTS FOR THE FARMINGTON VILLAGE GREEN AND LIBRARY ASSOCIATION (ASSOCIATION) LOCATED IN FARMINGTON, CONNECTICUT OUT OF THE NET INCOME OF THE TRUST. THE ASSOCIATION IS AN EDUCATIONAL ENTITY EXEMPT UNDER INTERNAL REVENUE SERVICE SECTION 501(C) 3. THE PROJECTS SHALL BE SELECTED IN A MANNER PURSUANT TO ARTICLE III OF THE TRUST AGREEMENT. IN THE EVENT THE FARMINGTON VILLAGE GREEN AND LIBRARY ASSOCIATION IS NO LONGER A VIABLE FINANCIAL ENTITY OR DETERMINED TO BE AN EDUCATION ENTITY UNDER INTERNAL REVENUE SERVICE SECTIONS 501(C) 3 AND 170, THEN THE TRUST CORPUS SHOULD BE DISTRIBUTED TO THE FARMINGTON VILLAGE GREEN AND LIBRARY ASSOCIATION TO PROVIDE FOR PROJECTS, ENDEAVORS OR ACQUISITIONS IN FURTHERANCE OF THEIR CHARTER BY UTILIZING THE CRITERIA ESTABLISHED IN ARTICLE III OF THE TRUST. ACCORDING TO 24000 N/A 593123 7492 0 600615 600615 9009 591606 29580 29580 1056 1056 28524 28524 28524 25667 25667 28524 24415 25667 24415 1252 27272 X CHRISTIAN R. HOHEB, ESQ. AS TRUSTEE, WILL INVEST THE TRUST PROPERTY AND MAKE DISTRIBUTIONS ONLY TO THE FARMINGTON VILLAGE GREEN AND LIBRARY ASSOCIATION IN RESPONSE TO THE RECOMMENDATION(S) RECEIVED FROM THE SEVEN (7) MEMBER COMMITTEE OF THE ASSOCIATION. HE WILL NOT HAVE ANY AUTHORITY WITH RESPECT TO INTRODUCING THE PROPOSALS OR RECOMMENDATIONS TO ENSURE THAT THEY ARE MADE CONSISTENT WITH THE TERMS OF THE TRUST. STANLEY-WHITMAN HOUSE MUSEUM 37 HIGH STREET FARMINGTON CT 06032 PC CAPITAL IMPROVEMENTS 24000 24000 14 5 14 12045 14 76078 88128 88128 false false false false false false false false false false ACCOUNTING FEES 2500 2500 SECURITIES 608974 608974 EXPENSES INVESTMENT MANAGEMENT FEES 5814 5814 UNREALIZED GAINS ON INVESTMENTS 10878 INDIRECT TAXES/LICENSES 489 489