2024-05-13T14:16:58-05:00 2023-12-31 061386456 T M BYXBEE COMPANY PC P O BOX 187169 HAMDEN CT 06518 990PF 2023-01-01 272035131 ANNE BIANCHI GUNDERSEN FOUNDATION CHARLES NOBLE TRUSTEE ANNE 2037847401 321 WHITNEY AVENUE NEW HAVEN CT 06511 CHARLES NOBLE TRUSTEE 2037847401 2024-05-13 1 CHARLES NOBLE 999009999 0 PAMELA J MATOCHA P00572001 2032814933 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 1857141 X X 3641 3641 25429 25429 49295 293880 49295 78365 78365 7976 1994 5982 2425 0 0 1821 1821 0 12148 12148 0 24370 15963 5982 46000 46000 70370 15963 51982 7995 62402 150 158 158 17727 10290 10290 74883 124267 124267 1378702 1722426 1722426 20146 0 0 1491608 1857141 1857141 0 0 X 1491608 1857141 0 0 0 0 1491608 1857141 1491608 1857141 1491608 7995 357538 1857141 0 1857141 50,000 US TREASURY NOTE 2022-09-15 2023-01-03 50000 50000 0 0 1,000 SHS 1LIFE HEALTHCARE INC. 2021-11-30 2023-01-11 16562 15990 572 572 25,000 US TREASURY NOTE 2022-09-15 2023-03-31 25000 25000 0 0 25,000 US TREASURY NOTE 2023-01-04 2023-06-30 25000 25000 0 0 20,000 WEYERHAEUSER CO 2009-11-19 2023-07-17 20000 19504 496 496 389 SHS ADVANCED MICRO DEVICES 2010-01-29 2023-11-21 46057 5591 40466 40466 100 SHS ALPHABET INC. 2012-01-23 2023-11-21 13638 1476 12162 12162 25,000 US TREASURY NOTE 2023-01-04 2023-10-02 25000 25000 0 0 400 BRISTOL MYERS SQUIBB 2016-09-28 2023-11-21 19453 22068 -2615 -2615 200 SHS GILEAD SCIENCES INC. 2014-06-17 2023-11-21 15012 16124 -1112 -1112 200 SHS GILEAD SCIENCES INC. 2020-01-10 2023-11-21 15012 13164 1848 1848 150 SHS. IBM 2013-10-24 2023-11-21 23146 25668 -2522 -2522 49295 867 0 867 0 867 2000 0 0 0 2000 0 1133 1133 0 0 0 0 0 0 0 0 0 0 0 1 1 CT 1 0 1 0 0 1 N/A THE FOUNDATION 2037847401 321 WHITNEY AVENUE NEW HAVEN CT 06511 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DAVID M BOHONNON 195 CHURCH STREET 8TH FLOOR NEW HAVEN CT 06510 TRUSTEE 2.00 7976 0 0 CHARLES NOBLE 321 WHITNEY AVENUE NEW HAVEN CT 06511 TRUSTEE 2.00 0 0 0 NONE 0 NONE 0 0 1623574 36287 0 1659861 0 0 1659861 24898 1634963 81748 81748 867 867 80881 0 80881 0 80881 51982 0 51982 80881 0 0 46449 46449 51982 0 0 0 51982 0 28899 28899 17550 0 0 0 0 0 0 0 17550 17550 X CONNECTICUT COLLEGE 270 MOHEGAN AVENUE NEW LONDON CT 06320 PC TO SUPPORT ACTIVITIES OF THE PUBLIC CHARITY. 25000 MUSIC HAVEN 117 WHALLEY AVENUE NEW HAVEN CT 06511 PC TO SUPPORT ACTIVITIES OF THE PUBLIC CHARITY. 16000 VOLUNTEERS OF AMERICA 1660 DUKE STREET ALEXANDRIA VA 22314 PC TO SUPPORT ACTIVITIES OF THE PUBLIC CHARITY. 2500 WOMEN'S REFUGEE COMMISSION 122 EAST 42ND STREET NEW YORK NY 10168 PC TO SUPPORT ACTIVITIES OF THE PUBLIC CHARITY. 2500 46000 0 14 3641 14 25429 18 49295 0 78365 0 78365 0 0 0 0 0 0 0 0 0 0 TAX RETURN PREP 2425 0 0 700 SHS. APPLE 134771 134771 800 SHS. APPLE 154024 154024 400 SHS. CHEVRON CORP. 59664 59664 200 SHS. COSTCO WHOLESALE CORP. 132016 132016 1,000 SHS. GOOGLE 140558 140558 250 SHS. IBM 40888 40888 300 SHS. JPMORGAN CHASE & CO. 51030 51030 450 SHS. PHILLIPS 66 59913 59913 400 SHS. REPUBLIC SERVICES INC. 65964 65964 150 SHS. UNITED PARCEL SERVICE 23585 23585 300 SHS. WALT DISNEY COMPANY 27087 27087 600 SHS. METLIFE 39678 39678 1,300 SHS. PFIZER, INC. 37427 37427 800 SHS. COMCAST CORP. 35080 35080 500 SHS. EATON CORP 120410 120410 250 SHS. MASTERCARD INC. 106628 106628 200 SHS. META PLATFORMS, INC. 70792 70792 700 SHS. VERIZON COMMUNICATIONS INC. 26390 26390 500 SHS. AERCAP HOLDINGS N V 37160 37160 50 SHS. LOCKHEED MARTIN CORP. 22662 22662 300 ADVANCED MICRO DEVICES 44223 44223 500 SHS. AMAZON 75970 75970 400 SHS. BLOCK 30940 30940 400 SHS. COMCAST CORP. 17540 17540 250 SHS. FERGUSON 48268 48268 1,200 ROCHE HOLDING LIMITED SPONSOR ADR 43476 43476 300 RTX CORP 25242 25242 2,000 TEVA PHARMACEUTICAL INDS LTD 20880 20880 800 SHS. VERIZON COMMUNICATIONS INC. 30160 30160 124267 124267 0 0 ADVISORY FEES 12148 12148 0 UNREALIZED LOSS - INVESTMENTS 357538 ANNE B GUNDERSEN 2011 REV TRUST 195 CHURCH STREET 17TH FLOOR NEW HAVEN CT 06510 ESTIMATED TAX PAYMENTS 1821 1821 0