2024-05-14T07:55:27-05:00 2023-12-31 060312590 Cummings & Lockwood LLC PO Box 120 Stamford CT 069040120 990PF 2023-01-01 066422458 BARTON FOUNDATION BART 2033514343 CO CUMMINGS LOCKWOOD JRM BOX STAMFORD CT 06904 Dr Cornelius J Barton Trustee 2033514343 2024-05-14 1 Dr Cornelius J Barton 999009999 0 Kara Ostaszewski P02406946 2033271700 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 194813 X X 2451 2451 10556 17228 10556 13007 13007 0 0 0 5230 3922 1307 151 0 0 5381 3922 1307 6000 6000 11381 3922 7307 1626 9085 4365 1277 1277 130125 134841 193536 134490 136118 194813 0 0 X 203959 203959 0 0 -69469 -67841 134490 136118 134490 136118 134490 1626 2 136118 0 136118 Publicly traded securities P 8200 6672 1528 1528 Capital Gains Dividends P 9028 9028 9028 10556 126 0 126 0 126 0 0 0 0 0 0 126 0 0 0 0 0 0 0 0 0 0 1 1 CT 1 0 0 0 0 1 N/A CUMMINGS LOCKWOOD LLC JRM 2033514343 PO Box 120 Stamford CT 069040120 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DR CORNELIUS JAMES BARTON c/o Cummings Lockwood JRM PO Box 120 Stamford CT 069040120 TRUSTEE 0.15 0 0 0 CAROLYN PATRICIA BARTON c/o Cummings Lockwood JRM PO Box 120 Stamford CT 069040120 TRUSTEE 0.15 0 0 0 KATHLEEN BARTON CONWAY c/o Cummings Lockwood JRM PO Box 120 Stamford CT 069040120 TRUSTEE 0.05 0 0 0 TERENCE BARTON c/o Cummings Lockwood JRM PO Box 120 Stamford CT 069040120 TRUSTEE 0.05 0 0 0 ILA BRIDGET BARTON c/o Cummings Lockwood JRM PO Box 120 Stamford CT 069040120 TRUSTEE 0.05 0 0 0 MICHAEL SCOTT BARTON c/o Cummings Lockwood JRM PO Box 120 Stamford CT 069040120 TRUSTEE 0.05 0 0 0 NONE 0 NONE 0 0 178246 1972 0 180218 0 0 180218 2703 177515 8876 8876 126 126 8750 0 8750 0 8750 7307 0 7307 8750 0 0 29921 19335 2682 43052 40440 135430 7307 0 0 0 7307 0 1443 1443 133987 0 0 0 0 0 0 28478 105509 19335 2682 43052 40440 DR CORNELIUS JAMES BARTON CAROLYN PATRICIA BARTON X Storm King School 314 Mountain Road Cornwall On Hudson NY 12520 PC General Support 6000 6000 0 14 2451 18 10556 0 13007 0 13007 0 0 0 0 0 0 0 0 0 0 Primecap Admiral Fund 94769 122613 Index 500 Admiral Fund 13820 39735 Vanguard Growth and Income Fund Investor 26252 31188 Cummings & Lockwood 5230 3922 1307 Adjustment for rounding 2 U.S. Treasury, 2022 excise tax 151 0 0