2024-10-01T12:21:42-05:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP 70 WELLS AVENUE SUITE 200 NEWTON MA 02459 990PF 2023-07-01 266685226 DAVID R COUCH EDUCATION FOUNDATION SIMON SUMBERG ESQ TRUSTEE DAVI 2039842472 11 HIGHVIEW AVE NORWALK CT 06851 SIMON SUMBERG TRUSTEE 2039842472 2024-09-16 1 1 ALAN T HUBERMAN CPA P00006185 6176410040 2024-09-16 2023 2024-10-15 13:58:12Z X 1416456 X X 180 180 29243 22793 45228 190075 45228 1500 0 76151 68201 2500 0 2500 9115 4557 4558 13689 12160 1529 766 496 0 26070 17213 8587 70000 70000 96070 17213 78587 -19919 50988 -1 67528 587 587 266624 274980 581871 660259 698826 833998 994410 974393 1416456 0 0 X 0 0 0 0 994410 974393 994410 974393 994410 974393 994410 -19919 0 974491 98 974393 PUBLICLY TRADED SECURITIES 24666 23900 766 766 PUBLICLY TRADED SECURITIES 139734 120947 18787 18787 CAPITAL GAINS DIVIDENDS P 25675 25675 25675 45228 709 0 709 0 709 173 0 0 0 173 29 565 0 0 0 0 0 0 0 0 0 0 1 1 CT 1 0 0 0 0 1 N/A SIMON SUMBERG 2039842472 11 HIGHVIEW AVE NORWALK CT 06851 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 SIMON SUMBERG 11 HIGHVIEW AVENUE NORWALK CT 06851 TRUSTEE 2.00 2500 0 0 NONE 0 NONE 0 0 1327659 24331 0 1351990 0 0 1351990 20280 1331710 66586 66586 709 709 65877 0 65877 0 65877 78587 0 78587 65877 0 0 81518 8164 6803 6991 34580 138056 78587 0 0 0 65877 12710 0 0 150766 0 0 0 0 0 0 81518 69248 8164 6803 6991 34580 12710 SIMON SUMBERG 11 HIGHVIEW AVE NORWALK CT 06851 2039842472 SIMONSUMBERG@GMAIL.COM SEE HTTPS://WWW.IMMACULATEHS.ORG/UPLOADED/DOCUMENTS/BUSINESS_OFFICE/DAVID_R_COUC H_SCHOLARSHIPS.PDF SEE HTTPS://WWW.IMMACULATEHS.ORG/UPLOADED/DOCUMENTS/BUSINESS_OFFICE/DAVID_R_COUC H_SCHOLARSHIPS.PDF SEE HTTPS://WWW.IMMACULATEHS.ORG/UPLOADED/DOCUMENTS/BUSINESS_OFFICE/DAVID_R_COUC H_SCHOLARSHIPS.PDF IMMACULATE HIGH SCHOOL SCHOLARSHIPS SEE ATTACHED LIST OF RECIPIENTS 73 SOUTHERN BLVD DANBURY CT 068107994 NONE I SCHOLARSHIPS 70000 70000 0 14 180 14 29243 18 45228 TAX REFUND 900099 1500 1500 74651 0 76151 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 9115 4557 4558 FOUNDATION SCHOLARSHIPS EARMARKED FOR STUDENTS PART XV, LINE 3A THE FOLLOWING STUDENTS WERE AWARDED SCHOLARSHIPS OF $5,000.00 TO IMMACULATE HIGH SCHOOL FOR SCHOOL YEAR 2023-2024 FROM THE FOUNDATION:VERONIKA BACHLEDA, 356 WIXON POND ROAD, MAHOPAC, NY 10541JUSTIN BARTLEY, 9 MARGERIE STREET, DANBURY, CT 06811VICTORIA CONTE, 26 HOUSMAN ROAD, DANBURY, CT 06810SHEA FOSCATO, 9 CHESTNUT STREET, 2ND FLOOR, BETHEL, CT 06801ANTONIO GUERRERO, 8 HOLLEY STREET, DANBURY, CT 06810 AVA HEINEKEN, 10 HOLLOW OAK LANE, BROOKFIELD, CT 06804SOPHIA HENAO-MARIN, 12 BERGH STREET, UNIT 3, DANBURY, CT 06810JAELYNN MELCHOR, 195 HIGHLAND AVENUE, WATERBURY, CT 06708DAVIANA REYES ESPINAL, 1 MABEL AVENUE, DANBURY, CT 06811ALLEN SANANGO, 128 SOUTH STREET #1, DANBURY, CT 06810ESHNA SARI, 140 OSBORNE STREET, DANBURY, CT 06810DANIELLE SMITHERMAN, 8 PEARL STREET, UNIT B, DANBURY, CT 06810MARIA EDUARDA SOUSA LOPES, 6 HILLTOP VIEW ROAD, NEW MILFORD, CT 06776ALAN WILENSKI, 19 OLD HAYRAKE ROAD, DANBURY, CT 06811 1304.714 DIAMOND HILL SMALL CAP 24291 32801 1351.013 AMERICAN FUNDAMENTAL INVESTORS 32718 109567 646.501 AMERICAN GROWTH FD OF AMERICA 12718 47563 4417.472 AMERICAN CAPITAL WORLD G & I 157608 288814 2033.641 DODGE & COX INTERNATIONAL 47645 103126 6833.419 DODGE & COX INCOME AT COST 85355 84597 4319.611 FIRST EAGLE GLOBAL FD AT COST 179712 295289 7285.775 BLACKROCK EVENT DRIVEN EQ AT COST 72331 72931 11078.249 AMERICAN TAX EXEMPT BOND FD AT COST 136559 137038 6263.047 AMERICAN LIMITED TERM TAX EXEMPT BD FD AT COST 95599 95261 403 ISHARES MSCI ACWI ETF AT COST 35941 45297 2542.217 GQG PARTNERS EMERGING MARKETS EQ AT COST 38942 46751 3007.491 JOHN HANCOCK DIVERSIFED MACRO FD AT COST 27037 29744 1808.413 LAZARD GLBL INFR AT COST 27350 27090 ROUNDING 98 TAX REFUND 1500 1500 INVESTMENT FEES 12160 12160 0 PROBATE EXPENSES 1529 0 1529 FOREIGN TAX WITHHELD 496 496 0 US TREASURY 270 0 0