2026-08-31T07:37:52-05:00 2026-06-30 060312590 CUMMINGS & LOCKWOOD LLC 75 ISHAM 400 W HARTFORD CT 06107 990PF 2025-07-01 454079812 DAVID AND SHERRY CORDANI FAMILY FOUNDATION DAVI 8603134930 CUMMINGS LOCKWOOD 75 ISHAM RD 400 WEST HARTFORD CT 06107 DAVID SHERRY CORDANI TRUSTEE 8603134930 2026-08-31 1 ALISON A SANKNER P01608435 8603134900 2025 X 5715994 X 2054655 2553 2553 127023 127023 213066 1160768 213066 2397297 342642 0 0 0 7376 7376 0 3588 0 0 16483 16483 0 27447 23859 0 1017759 1017759 1045206 23859 1017759 1352091 318783 9511 49503 49503 3469096 4777701 5666491 3478607 4827204 5715994 0 0 X 0 0 0 0 3478607 4827204 3478607 4827204 3478607 4827204 3478607 1352091 0 4830698 3494 4827204 THRU MASON P 1092974 947702 145272 145272 CAPITAL GAINS DIVIDENDS P 67794 67794 67794 213066 4431 0 4431 0 4431 3588 0 0 0 3588 0 843 0 0 0 0 0 0 0 0 0 0 1 1 CT 1 0 1 0 0 1 N/A PAUL L BOURDEAU ESQUIRE 8603134930 75 ISHAM ROAD SUITE 400 WEST HARTFORD CT 06107 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DAVID M CORDANI CUMMINGS LOCKWOOD 75 ISHAM ROAD SUITE 400 WEST HARTFORD CT 06107 TRUSTEE 0.00 0 0 0 SHERRY L CORDANI CUMMINGS LOCKWOOD 75 ISHAM ROAD SUITE 400 WEST HARTFORD CT 06107 TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 0 344244 4487949 0 4832193 0 0 4832193 72483 4759710 237986 237986 4431 4431 233555 0 233555 0 233555 1017759 0 1017759 233555 0 0 4478 138206 421988 733078 725219 2022969 1017759 0 0 0 233555 784204 0 0 2807173 0 0 0 0 0 0 4478 2802695 138206 421988 733078 725219 784204 X ACHILLES INTERNATIONAL INC 57 W 57TH ST SUITE 1702 NEW YORK NY 10019 NONE PC CURRENT USE FOR GENERAL CHARITABLE PURPOSES 275000 ACTON MEMORIAL LIBRARY FOUNDATION INC PO BOX 2781 ACTON MA 01720 NONE PC CURRENT USE FOR GENERAL CHARITABLE PURPOSES 105 ALZHEIMER'S ASSOCIATION 225 NORTH MICHIGAN AVE STE 1700 CHICAGO IL 60601 NONE PC CURRENT USE FOR GENERAL CHARITABLE PURPOSES 210 AMERICAN CANCER SOCIETY INC 270 PEACHTREE ST NW STE 1300 ATLANTA GA 30303 NONE PC CURRENT USE FOR GENERAL CHARITABLE PURPOSES 211 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CURRENT USE FOR GENERAL CHARITABLE PURPOSES 500 ST VINCENT DEPAUL SOCIETY 66 PROGRES PARKWAY MARYLAND HEIGHTS MO 63043 NONE PC CURRENT USE FOR GENERAL CHARITABLE PURPOSES 500 YELLOW RIBBON FUND INC 7101 WISCONSIN AVE STE 800 BETHESDA MD 20814 NONE PC CURRENT USE FOR GENERAL CHARITABLE PURPOSES 20000 1017759 0 14 2553 14 127023 18 213066 0 342642 0 342642 0 0 0 0 0 0 0 0 0 0 X X 1 DAVID M CORDANI 2019 GRANTOR CLAT C/O 75 ISHAM ROAD STE 400 WEST HARTFORD CT 06107 209900 X 2 DAVID M CORDANI 2020 GRANTOR CLAT C/O 75 ISHAM ROAD STE 400 WEST HARTFORD CT 06107 214450 X 3 DAVID M CORDANI 2021 GRANTOR CLAT C/O 75 ISHAM ROAD STE 400 WEST HARTFORD CT 06107 668905 X 4 DAVID M CORDANI 2022 GRANTOR CLAT C/O 75 ISHAM ROAD STE 400 WEST HARTFORD CT 06107 304964 X 5 DAVID M CORDANI 2023 GRANTOR CLAT C/O 75 ISHAM ROAD STE 400 WEST HARTFORD CT 06107 262792 X 6 DAVID M CORDANI 2024 GRANTOR CLAT C/O 75 ISHAM ROAD STE 400 WEST HARTFORD CT 06107 389208 X 7 DAVID M CORDANI 2025 GRANTOR CLAT C/O 75 ISHAM ROAD STE 400 WEST HARTFORD CT 06107 4436 X STOCKS, PER PERSHING ACCT XXX5355 4777701 5666491 CUMMINGS & LOCKWOOD LLC 7376 7376 0 ADJUSTMENT TO BALANCE 3494 MASON SECURITIES INC. - MANAGEMENT FEES 16462 16462 0 CHECKS 21 21 0 DAVID M CORDANI 2019 GRANTOR CLAT C/O 75 ISHAM ROAD STE 400 WEST HARTFORD CT 06107 DAVID M CORDANI 2020 GRANTOR CLAT C/O 75 ISHAM ROAD STE 400 WEST HARTFORD CT 06107 DAVID M CORDANI 2021 GRANTOR CLAT C/O 75 ISHAM ROAD STE 400 WEST HARTFORD CT 06107 DAVID M CORDANI 2022 GRANTOR CLAT C/O 75 ISHAM ROAD STE 400 WEST HARTFORD CT 06107 2025 ESTIMATED TAX PAYMENT 3588 0 0