2026-08-12T15:38:38-05:00 2025-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 24 STONY HILL ROAD BETHEL CT 06801 990PF 2025-01-01 651185169 MESARG EDUCATIONAL TRUST MESA 2037441224 9 DOGWOOD PARK NORTH DANBURY CT 06811 MARY ELLEN SIERRA MANAGING TRUSTEE 2037441224 2026-08-06 1 DENNIS RAMEY P00018793 2037982721 2025 2025-03-06 01:10:19Z X 588382 X X 11321 11321 11321 6260 18958 6260 15855 15855 15855 33436 33436 27176 0 0 0 0 758 0 0 0 204 0 0 0 962 0 0 0 25700 25700 26662 0 0 25700 6774 33436 27176 39198 25173 25173 511750 563209 563209 550948 588382 588382 0 0 X 550948 588382 0 0 0 0 550948 588382 550948 588382 550948 6774 30660 588382 0 588382 INVESCO 2020-08-11 2025-12-17 6918 7150 -232 -232 SPDR 2020-04-15 2025-02-07 12040 5548 6492 6492 6260 0 465 0 465 0 465 0 0 0 0 0 0 465 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 1 N/A MARY ELLEN SIERRA 2037441224 9 DOGWOOD PARK NORTH DANBURY CT 06811 0 0 0 0 0 0 0 0 1 2023 1 0 0 0 0 0 0 0 0 0 0 0 0 DR ANAND GOKHALE 9 DOGWOOD PARK N DANBURY CT 06811 MANAGING TRUSTEE 10.00 0 0 0 MARY ELLEN SIERRA 9 DOGWOOD PARK N DANBURY CT 06811 MANAGING TRUSTEE 10.00 0 0 0 NONE 0 NONE 0 0 0 0 594642 594642 0 0 594642 31433 563209 28160 28160 465 465 27695 0 27695 0 27695 25700 0 25700 27695 25220 2023 2000 0 25700 25220 0 0 480 0 0 0 0 2000 0 2000 0 27215 0 0 0 DR ANAND GOKHALE MARY ELLEN SIERRA DR ANAND GOKHALE 9 DOGWOOD PARK N DANBURY CT 06811 2037441224 PLAIN PAPER DECEMBER 31 NONE ANIMAL LEGAL DEFENSE LEAGUE PO BOX 96041 WASHINGTON DC 20077 NONE NC SUPPOR 400 ANIMALS IN DISTRESS PO BOX 609 COOPERSBURG PA 18036 NONE NC SUPPORT 6000 BHARATIYA SAMAJ SEVE KENDRA 373 KOREGAON PARK SOUTHBURY CT 06488 NONE I SCHOLARSHIP 1500 DAWS DANBURY RD DANBURY CT 06810 NONE NC SUPPORT 10000 HARRY PRIETO 925 PRICES FORK RD BLACKSBURG VA 24061 NONE I SCHOLARSHIP 2000 PETA 501 FRONT ST NORFOLK VA 23510 NONE NC SUPPORT 3000 SAYALI U APTE 75 MURRY ST BINGHAMPTON NY 13905 NONE I SCHOLARSHIP 0 ST JOSEPH CHURCH 8 ROBINSON AVE DANBURY CT 06810 NONE NC SUPPORT 1500 VAISHNAVI KULKARNI 1150 E CAMPUS CROSSING 310 TUCSON AZ 85719 NONE I SCHOLARSHIP 0 WILD LIFE IN CRISIS PO BOX 1246 WESTON CT 06883 NONE NC SUPPORT 0 GREENPEACE 1300 EYE ST NW STE 100 WASHINGTON DC 20005 NONE NC SUPPORT 400 NATURE CONSERVANCY 4245 N FAIRFAX DR STE 100 ARLINGTON VA 222031606 NONE NC SUPPORT 100 WORLD WILD LIFE FUND 1250 24TH ST NW WASHINGTON DC 20037 NONE NC SUPPORT 300 DOROTHY DAY HOSPITALITY 11 SPRING ST DANBURY CT 06810 NONE NC SUP 500 25700 0 11321 15855 6260 0 0 33436 33436 4 INCOME USED TO FUND ORGANIZATION'S EXEMPT PURPOSES 7 INCOME USED TO FUND ORGANIZATION'S EXEMPT PURPOSES 8 INCOME USED TO FUND ORGANIZATION'S EXEMPT PURPOSES 0 0 0 0 0 0 0 0 0 0 FUNDS NEEDED TO PAY ANTICIPATED ACTIVITIES ANNALY CAP MANAGEMENT FMV 5092 5092 FIDELITY GVT MMF FMV 4645 4645 FIDELITY GVT MMKT CAP RESERVES FMV 18352 18352 GLOBAL X FDS FMV 13237 13237 IBM FMV 17773 17773 INVESCO EXCH TR FD TR II NASDAQ FMV 50584 50584 INVESCO EXCH TRD SLF IDX FD FT FMV 13200 13200 INVESCO EXCH TRD SLF IDX FD TR FMV 9336 9336 INVESCO EXCH TRD SLF IDX FT FMV 9680 9680 INVESCO QQQ FMV 49145 49145 ISHARES CORE MID CAP FMV 44550 44550 ISHARES CORE SMALL CAP FMV 15023 15023 ISHARES RUSSELL 2000 ETF FMV 4923 4923 ISHARES TR IBONDS DEC 2026 TER FMV 9692 9692 ISHARES TRUST CORE MSCI FMV 48308 48308 ISHARES TRUST CURRENCY FMV 16544 16544 LINCOLN NAT'L LIFE INS FMV 128557 128557 MORGAN STANLEY FMV 5790 5790 PROSHARES S&P 500 DIV ARISTO FMV 52035 52035 WISDOMTREE TR US QUALITY DIV FMV 35772 35772 SCHWAB US DIV EQUITY FMV 10971 10971 LINCOLN ANNUITY 15855 15855 15855 UNREALIZED APPRECIATION 30660 MISCELLANEOUS 758 0 0 0