2024-11-22T15:15:43-08:00 2024-06-30 LICHTENSTEIN TAX CONSULTANTS LLC 25 NEW LONDON TPKE GLASTONBURY CT 06033 990PF 2023-07-01 473104460 WILLIAM C YOUNG FAMILY FOUNDATION WILL 4017413321 27 QUARRY ROAD GLASTONBURY CT 06033 WILIAM C YOUNG President & CEO 2024-11-22 true true Brian Lichtenstein EA P01213578 8606331662 X 2023 2024-10-15 13:58:12Z X 642151 X X 142 142 142 14803 14803 14803 92118 233167 92118 107063 107063 14945 2500 2500 5151 5151 184 184 377 377 8212 5151 3061 31500 31500 39712 5151 34561 67351 101912 14945 17329 12768 12768 462403 534315 629383 479732 547083 642151 0 X 479732 547083 479732 547083 479732 547083 479732 67351 547083 547083 LPL FINANCIAL P 2024-01-01 2024-06-30 12771 12797 -26 -26 LPL FINANCIAL P 2020-01-01 2024-06-30 210257 124399 85858 85858 PERSHING P 2020-01-01 2024-06-30 10139 3853 6286 6286 92118 -26 1417 1417 1417 2000 2000 X 10 573 573 false false false false false false false true true DE true false false false false true N/A WILLIAM C YOUNG 4017413321 27 QUARRY ROAD GLASTONBURY CT 06033 false false false false false false false false false false false false false false false false false false false false false false WILIAM C YOUNG 27 QUARRY ROAD GLASTONBURY CT 06033 President & CEO 1.00 0 NONE NONE 0 0 0 0 0 0 0 0 0 1417 1417 1417 1417 0 34561 34561 0 4711 12196 54634 71541 34561 0 34561 106102 0 106102 4711 12196 54634 34561 WILIAM C YOUNG X WILLIAM C YOUNG 27 QUARRY ROAD GLASTONBURY CT 06033 4017413321 BLOCK ISLAND MEDICAL CENTER 6 PAYNE ROAD BLOCK ISLAND RI 02807 N/A PC GENERAL SUPPORT 10000 BLUES ON THE BLOCK PO BOX 456 BLOCK ISLAND RI 02807 N/A PC GENERAL SUPPORT 5000 HARBOR BAPTIST CHURCH 21 WATER STREET BLOCK ISLAND RI 02807 PC LIGHTENING PROTECTION & NEW STOVE AND SINK 15000 BLOCK ISLAND ARTS COUNCIL PO BOX 515 BLOCK ISLAND RI 02807 PC GENERAL SUPPORT 1500 31500 14 142 14 14803 92118 TAX REFUND 14945 92118 107063 false false false false false false false false false false 2500 0 0 2500 AB SMALL CAP GROWTH FUND ADVISOR CLASS FMV 24975 18967 PIMCO HIGH YIELD FUND FMV PIMCO LOW DURATION INCOME FUND FMV 38239 38621 PIMCO INCOME FUND FMV 73631 73525 PIMCO PREFERRED AND CAPITAL SECURITIES FMV 22721 22710 WESTERN ASSET CORE FMV ISHARES TR S&P 100 ETF FMV 76245 123164 PIMCO MORTGAGE OPPORTUNITIES & BOND FUND FMV 52325 51340 ISHARES TR MSCI USA MOMENTUM FACTOR ETF FMV 14912 38572 ISHARES TR CORE MSCI EAFE ETF FMV 36216 18902 ISHARES TR US EQUITY EFT FMV 30130 38370 ISHARES TR EXPONENTIAL TECHNOLOGIES ETF FMV 19358 19237 VANGUARD MEGA CAP VALUE ETF FMV 17279 19197 VANGUARD MID-CAP GROWTH ETF FMV 6353 14233 VANGUARD GROWTH ETF FMV 14173 38149 VANGUARD INDEX FDS VANGUARD SMALL CAP ET FMV ISHARES TR 20+ YR TREAS BD ETF FMV 30356 28177 VANGUARD MID-CAP ETF FMV 16789 18884 JP MORGAN CORE BOND CL I AT COST 29012 28785 MORGAN STANLEY INSTL GLOBAL FRANCHISE AT COST 19716 19362 VANGUARD SMALL CAP ETF AT COST 11885 19188 FILING FEES 377 377 5151 5151 0 0 EXCISE TAX 159 159 FRANCHISE TAX 25 25