2024-07-11T10:19:50-05:00 2023-08-31 472517893 BEERS HAMERMAN COHEN & BURGER PC 234 CHURCH STREET NEW HAVEN CT 06510 990PF 2022-09-01 060552923 THE STONE TRUST CORPORATION C/O EVAN WAX STON 2033027300 44 CHERRY LANE MADISON CT 06443 EVAN WAX TREASURER 2033027300 2024-07-10 1 EVAN WAX 999009999 0 SHARON BRUNE P01318461 2037876527 2024-07-10 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 9477140 X 359481 209286 209286 209286 171795 691951 171795 0 740562 381081 209286 0 0 0 0 14530 2906 2906 11624 42460 0 0 37157 48600 0 0 10368 0 0 10368 9093 0 0 9093 188005 0 0 188005 313056 2906 2906 256247 0 0 313056 2906 2906 256247 427506 378175 206380 1158939 2112559 2112559 22800 29900 22800 22800 21848 23980 23980 6901997 6613480 6613480 1717142 1012821 752925 704321 704321 8865609 9477140 9477140 4095 0 4095 0 X 1087934 1210496 7773580 8266644 8861514 9477140 8865609 9477140 8861514 427506 188120 9477140 0 9477140 PUBLICLY TRADED SECURITIES - LT 2023-05-30 91950 83308 8642 8642 PUBLICLY TRADED SECURITIES - LT 2023-05-30 163084 110501 52583 52583 PUBLICLY TRADED SECURITIES - LT 2023-05-30 436917 326347 110570 110570 171795 0 5257 0 5257 0 5257 6800 0 1500 0 8300 55 2988 2988 0 0 0 0 0 0 0 0 0 0 0 1 1 CT 1 1 0 0 0 1 N/A BEERS HAMERMAN COHEN BURGER PC 2037876527 234 CHURCH STREET NEW HAVEN CT 06510 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JOHN HULLAR 145 HIGH STREET NEW HAVEN CT 06511 PRESIDENT 1.00 0 0 0 EDWARD BARLOW 145 HIGH STREET NEW HAVEN CT 06511 PRESIDENT EMERITUS 1.00 0 0 0 JAMES GREER 145 HIGH STREET NEW HAVEN CT 06511 PRESIDENT EMERITUS 1.00 0 0 0 EVAN WAX 145 HIGH STREET NEW HAVEN CT 06511 VICE PRESIDENT, TREASURER 1.00 0 0 0 SELENE OH 145 HIGH STREET NEW HAVEN CT 06511 VICE PRESIDENT, SECRETARY 1.00 0 0 0 AARON ZELINSKY 145 HIGH STREET NEW HAVEN CT 06511 VICE PRESIDENT 1.00 0 0 0 CAMILLE CHWALEK 145 HIGH STREET NEW HAVEN CT 06511 VICE PRESIDENT 1.00 0 0 0 DOUGLAS HAUSLADEN 145 HIGH STREET NEW HAVEN CT 06511 VICE PRESIDENT 1.00 0 0 0 EMILY BAKEMEIER 145 HIGH STREET NEW HAVEN CT 06511 VICE PRESIDENT 1.00 0 0 0 AARON HANTMAN 145 HIGH STREET NEW HAVEN CT 06511 BOARD MEMBER 1.00 0 0 0 GREGORY MAROUARD 145 HIGH STREET NEW HAVEN CT 06511 BOARD MEMBER 1.00 0 0 0 CHRISTIAN JENSEN 145 HIGH STREET NEW HAVEN CT 06511 BOARD MEMBER 1.00 0 0 0 COLESON BRUCE 145 HIGH STREET NEW HAVEN CT 06511 BOARD MEMBER 1.00 0 0 0 ELIZABETH BARLOW 145 HIGH STREET NEW HAVEN CT 06511 BOARD MEMBER 1.00 0 0 0 HARRY OLIVAR JR 145 HIGH STREET NEW HAVEN CT 06511 BOARD MEMBER 1.00 0 0 0 HENRY LOUIS GATES JR 145 HIGH STREET NEW HAVEN CT 06511 BOARD MEMBER 1.00 0 0 0 ISABEL ELLIMAN 145 HIGH STREET NEW HAVEN CT 06511 BOARD MEMBER 1.00 0 0 0 J LLOYD SUTTLE 145 HIGH STREET NEW HAVEN CT 06511 BOARD MEMBER 1.00 0 0 0 JOHN CONNELLY 145 HIGH STREET NEW HAVEN CT 06511 BOARD MEMBER 1.00 0 0 0 JONATHAN DACH 145 HIGH STREET NEW HAVEN CT 06511 BOARD MEMBER 1.00 0 0 0 LOUIS POLK JR 145 HIGH STREET NEW HAVEN CT 06511 BOARD MEMBER 1.00 0 0 0 MARIZA SCOTCH 145 HIGH STREET NEW HAVEN CT 06511 BOARD MEMBER 1.00 0 0 0 PENELOPE LAURANS 145 HIGH STREET NEW HAVEN CT 06511 BOARD MEMBER 1.00 0 0 0 ROLAND THOMFORDE 145 HIGH STREET NEW HAVEN CT 06511 BOARD MEMBER 1.00 0 0 0 SHEILA FORD HAMP 145 HIGH STREET NEW HAVEN CT 06511 BOARD MEMBER 1.00 0 0 0 WILLIAM CROWLEY ESQ 145 HIGH STREET NEW HAVEN CT 06511 BOARD MEMBER 1.00 0 0 0 WILLIAM LIGHTEN 145 HIGH STREET NEW HAVEN CT 06511 BOARD MEMBER 1.00 0 0 0 WILLIAM PAUL 145 HIGH STREET NEW HAVEN CT 06511 BOARD MEMBER 1.00 0 0 0 NADINE MOELLER 145 HIGH STREET NEW HAVEN CT 06511 BOARD MEMBER 1.00 0 0 0 NONE 0 NONE 0 PROVIDE A FORUM FOR THE EXERCISE OF STUDENT'S INTELLIGENCE AND THE FORMATION OF THEIR CHARACTER IN THE PRESENCE OF CONTEMPORARY STUDENTS AND WITH THE ADVICE OF FACULTY MEMBERS AS WELL AS OUTSIDE SPEAKERS HAVING MANY DIVERSE INTERESTS AND BACKGROUNDS 256247 0 6791021 1314109 0 8105130 0 0 8105130 121577 7983553 399178 X 256247 0 0 256247 X 206380 210582 139716 132015 688693 175423 178995 118759 112213 585389 256247 186427 277160 269007 988841 0 0 10500 10500 21000 256247 186427 266660 258507 967841 0 0 266119 281728 278251 189267 1015365 0 0 0 0 CAMILLE CHWALEK EDWARD BARLOW JAMES GREER JOHN HULLAR X 0 0 14 209286 18 171795 0 381081 0 381081 0 0 0 0 0 0 0 0 0 0 X X 1 DANA MARTIN 131 BRIDLE TRAIL ROAD NEEDHAM MA 02492 100000 X 2 JOHN P HULLAR 320 OLIVE ST MENLO PARK CA 94025 5552 X 3 LOUIS POLK 435 EAST 52ND ST NEW YORK NY 10022 100150 X 4 HARRY OLIVAR 1606 VIRGINIA ROAD SAN MARINO CA 91108 10000 X 5 LILLIAN HUNTER PARK 6201 DOYLE STREET SUITE C EMERYVILLE CA 946082100 75000 X 6 VOON CHUNG WONG 20 BISHOP OAK CT MENLO PARK CA 94025 5000 X 7 CHARLES HIRAM UPSON 141 SHEARER ROAD WASHINGTON CT 067931012 5000 X 8 MICHAEL F JOHNSTON ESQ PO BOX 23 COLEBROOK CT 06021 6000 X ACCOUNTING AND AUDIT FEES 14530 2906 2906 11624 ROOF REPAIR 1987-02-25 9000 9000 SL 15.000000000000 0 0 0 BUILDING ADDITION 1997-08-31 465449 387874 SL 30.000000000000 15515 0 0 BUILDING 1950-01-01 50000 50000 SL 30.000000000000 0 0 0 PAINTINGS 1985-12-13 2325 2325 PRE 5.000000000000 0 0 0 LAND 1950-01-01 32630 NC 0.000000000000 0 0 0 TV 2000-01-31 1045 1045 SL 5.000000000000 0 0 0 BUILDING RENOVATIONS 1999-11-30 109117 82746 SL 30.000000000000 3637 0 0 LANDSCAPING 2000-06-07 6482 6482 SL 20.000000000000 0 0 0 FRAMED PICTURES 2000-02-28 1303 1303 SL 5.000000000000 0 0 0 STEREO 2002-05-14 750 750 SL 5.000000000000 0 0 0 BUILDING IMPROVEMENTS 2001-01-01 18177 14289 SL 30.000000000000 606 0 0 ROOF IMPROVEMENTS 2004-12-19 11639 11639 SL 15.000000000000 0 0 0 KITCHEN EQUIPMENT - BALANCE ON PAYMENT AND ADDT'L PARTS 2011-09-19 5469 5469 SL 7.000000000000 0 0 0 LIBRARY FURNITURE 2005-08-23 16450 16450 SL 5.000000000000 0 0 0 LIBRARY TABLES 2016-12-10 10847 6237 SL 10.000000000000 1085 0 1085 ALARM SYSTEM FOR BUILDING 2005-12-03 2120 2120 SL 5.000000000000 0 0 0 TABLES 2005-12-12 1485 1485 SL 5.000000000000 0 0 0 REFRIGERATOR 2005-12-13 3281 3281 SL 5.000000000000 0 0 0 FURNITURE 2006-03-20 4064 4064 SL 5.000000000000 0 0 0 LAMPS 2006-04-05 1108 1108 SL 5.000000000000 0 0 0 LAMPS 2006-06-11 391 391 SL 5.000000000000 0 0 0 NEW ROOF FOR BUILDING 2007-05-01 353686 180773 SL 30.000000000000 11790 0 11790 BOOK AND SNAKE SILVER VASE (1920'S) 2010-12-12 2510 983 SL 30.000000000000 84 0 84 BUCHANAN ASSOCIATES - COSTS OF RENOVATION STUDIES 2016-02-01 10800 2370 SL 30.000000000000 360 0 360 KITCHEN EQUIPMENT - DEPOSIT 2011-09-15 7065 7065 SL 7.000000000000 0 0 0 KITCHEN PLUMBING AND CABINET INSTALL 2011-09-15 8925 8925 SL 7.000000000000 0 0 0 KITCHEN RENOVATION-REMAINING WORK 2011-09-15 25723 25723 SL 7.000000000000 0 0 0 RENOVATION STUDIES 2016-02-01 55746 9410 SL 39.000000000000 1429 0 1429 FURNISH AND INSTALL WALL TO DISPLAY CUPS 2012-08-31 15000 10000 SL 15.000000000000 1000 0 1000 KITCHEN RENOVATION, NON-EQUIPMENT COSTS 2011-09-15 4332 1588 SL 30.000000000000 144 0 144 DISHWASHER 2012-11-12 4631 4631 SL 5.000000000000 0 0 0 PETRA CONSTRUCTION CO 2016-02-01 6900 1165 SL 39.000000000000 177 0 177 BUCHANAN ASSOCIATES ARCHITECTS 2016-02-01 13225 2232 SL 39.000000000000 339 0 339 BOILER IMPROVEMENTS - NEW FITTING AND PIPE RAISED OFF FLOOR, RE-PIPE B 2014-03-30 4025 4025 SL 7.000000000000 0 0 0 STAIRWELL AND WALL IMPROVEMENTS 2014-08-01 23535 7609 SL 25.000000000000 941 0 941 BREAKFAST WOODWORKS TABLE 2015-11-04 13372 9137 SL 10.000000000000 1337 0 1337 RAILING & WELDING 2014-10-07 8136 2576 SL 25.000000000000 325 0 325 AUTOMATIC DOORS 2015-04-22 17133 5025 SL 25.000000000000 685 0 685 GREAT ROOM RUGS 2015-06-04 7944 7944 SL 5.000000000000 0 0 0 FIRE SUPPRESSION SYSTEM 2016-08-02 88526 21541 SL 25.000000000000 3541 0 3541 BATHROOM REMODEL 2017-08-21 6762 867 SL 39.000000000000 173 0 173 BREAFAST WOODWORKS - TABLE 2015-11-04 11775 8047 SL 10.000000000000 1178 0 1178 K&M CONSTRUCTION PROJECT WORK 2015-12-23 3438 588 SL 39.000000000000 88 0 88 GENOVESE & MASSARO REPLACED AIR HANDLER 2016-03-02 1980 330 SL 39.000000000000 51 0 51 GENOVESE & MASSARO ELECTRICAL WORK FOR STOVE 2016-07-17 3300 515 SL 39.000000000000 85 0 85 SOFA 2017-08-11 1375 699 SL 10.000000000000 138 0 138 CARPET 2017-08-25 10249 5125 SL 10.000000000000 1025 0 1025 OVAL TABLE 2017-11-13 5495 5312 SL 5.000000000000 183 0 183 PLAQUE DESIGN 2018-01-01 3750 3500 SL 5.000000000000 250 0 250 BATHROOM REMODEL TILE 2017-09-01 6268 6268 SL 5.000000000000 0 0 0 TOTAL DESIGN SOURCE - DESIGN AND SOURCING CARPET 2017-10-05 2781 1367 SL 10.000000000000 278 0 278 ELECTRICAL/PLUMBING BATHROOM REMODEL 2017-09-01 4823 4823 SL 5.000000000000 0 0 0 CLOSET REMODEL - TILE 2019-08-01 4164 2568 SL 5.000000000000 833 0 833 CLOSET REMODEL 2018-12-01 7601 731 SL 39.000000000000 195 0 195 BOGEART CONSTRUCTION 2019-09-19 9470 719 SL 39.000000000000 243 0 243 ROOF JOINT REPLACEMENTS 2019-10-25 1840 135 SL 39.000000000000 47 0 47 STAIRS REPLACEMENT 2020-01-24 3032 204 SL 39.000000000000 78 0 78 COAL BIN ROOF REPAIR 2020-06-02 14555 824 SL 39.000000000000 373 0 373 LANDSCAPE ARCHITECTURE SITE DEVELOPMENT 2020-08-20 5800 780 SL 15.000000000000 387 0 387 DONATED SCULPTURE 2021-08-31 184333 L 0 0 0 MUTUAL FUNDS (RESTRICTED) FMV 872443 872443 EXCHANGE TRADED FUNDS (RESTRICTED) FMV 3106547 3106547 MUTUAL FUNDS (TEMP. RESTRICTED) FMV 625045 625045 EXCHANGE TRADED FUNDS (TEMP. RESTRICTED) FMV 2009445 2009445 ROOF REPAIR 9000 9000 0 BUILDING ADDITION 465449 403389 62060 BUILDING 50000 50000 0 PAINTINGS 2325 2325 0 LAND 32630 0 32630 TV 1045 1045 0 BUILDING RENOVATIONS 109117 86383 22734 LANDSCAPING 6482 6482 0 FRAMED PICTURES 1303 1303 0 STEREO 750 750 0 BUILDING IMPROVEMENTS 18177 14895 3282 ROOF IMPROVEMENTS 11639 11639 0 KITCHEN EQUIPMENT - BALANCE ON PAYMENT AND ADDT'L PARTS 5469 5469 0 LIBRARY FURNITURE 16450 16450 0 LIBRARY TABLES 10847 7322 3525 ALARM SYSTEM FOR BUILDING 2120 2120 0 TABLES 1485 1485 0 REFRIGERATOR 3281 3281 0 FURNITURE 4064 4064 0 LAMPS 1108 1108 0 LAMPS 391 391 0 NEW ROOF FOR BUILDING 353686 192563 161123 BOOK AND SNAKE SILVER VASE (1920'S) 2510 1067 1443 BUCHANAN ASSOCIATES - COSTS OF RENOVATION STUDIES 10800 2730 8070 KITCHEN EQUIPMENT - DEPOSIT 7065 7065 0 KITCHEN PLUMBING AND CABINET INSTALL 8925 8925 0 KITCHEN RENOVATION-REMAINING WORK 25723 25723 0 RENOVATION STUDIES 55746 10839 44907 FURNISH AND INSTALL WALL TO DISPLAY CUPS 15000 11000 4000 KITCHEN RENOVATION, NON-EQUIPMENT COSTS 4332 1732 2600 DISHWASHER 4631 4631 0 PETRA CONSTRUCTION CO 6900 1342 5558 BUCHANAN ASSOCIATES ARCHITECTS 13225 2571 10654 BOILER IMPROVEMENTS - NEW FITTING AND PIPE RAISED OFF FLOOR, RE-PIPE B 4025 4025 0 STAIRWELL AND WALL IMPROVEMENTS 23535 8550 14985 BREAKFAST WOODWORKS TABLE 13372 10474 2898 RAILING & WELDING 8136 2901 5235 AUTOMATIC DOORS 17133 5710 11423 GREAT ROOM RUGS 7944 7944 0 FIRE SUPPRESSION SYSTEM 88526 25082 63444 BATHROOM REMODEL 6762 1040 5722 BREAFAST WOODWORKS - TABLE 11775 9225 2550 K&M CONSTRUCTION PROJECT WORK 3438 676 2762 GENOVESE & MASSARO REPLACED AIR HANDLER 1980 381 1599 GENOVESE & MASSARO ELECTRICAL WORK FOR STOVE 3300 600 2700 SOFA 1375 837 538 CARPET 10249 6150 4099 OVAL TABLE 5495 5495 0 PLAQUE DESIGN 3750 3750 0 BATHROOM REMODEL TILE 6268 6268 0 TOTAL DESIGN SOURCE - DESIGN AND SOURCING CARPET 2781 1645 1136 ELECTRICAL/PLUMBING BATHROOM REMODEL 4823 4823 0 CLOSET REMODEL - TILE 4164 3401 763 CLOSET REMODEL 7601 926 6675 BOGEART CONSTRUCTION 9470 962 8508 ROOF JOINT REPLACEMENTS 1840 182 1658 STAIRS REPLACEMENT 3032 282 2750 COAL BIN ROOF REPAIR 14555 1197 13358 LANDSCAPE ARCHITECTURE SITE DEVELOPMENT 5800 1167 4633 DONATED SCULPTURE 184333 0 184333 UNDERGRADUATE EDUCATION 94760 0 0 94760 INSURANCE 26346 0 0 26346 CONFERENCES & MEETINGS 11495 0 0 11495 MISCELLANEOUS 2426 0 0 2426 OFFICE EXPENSE 11354 0 0 11354 REPAIRS 41624 0 0 41624 UNREALIZED GAIN ON INVESTMENTS 188120 EXCISE TAX DUE 4095 0 EXCISE TAX EXPENSE PER BOOKS 5303 0 0 0 PROPERTY TAXES 37157 0 0 37157