2024-08-26T10:32:37-05:00 2024-06-30 061071692 HARPERWHITFIELD PC 314 FARMINGTON AVENUE FARMINGTON CT 06032 990PF 2023-07-01 300139549 KRAUS FAMILY FOUNDATION KRAU 8605211751 HARPERWHITFIELD 314 FARMINGTON AVE FARMINGTON CT 06032 STEPHEN HC KRAUS TRUSTEE 8605211751 2024-08-20 1 0 W SCOTT GOETJEN CPA P00145918 8606779188 2024-08-20 2023 2024-08-08 14:25:15Z X 948519 X X 17002 17002 1214 33437 1214 18216 18216 0 0 0 1370 0 1370 3778 3778 0 5148 3778 1370 35300 35300 40448 3778 36670 -22232 14438 6392 16382 16382 541537 509315 820088 113114 113114 112049 661043 638811 948519 0 0 X 0 0 0 0 661043 638811 661043 638811 661043 638811 661043 -22232 0 638811 0 638811 PRINCIPAL SPECTRUM PRFRD & CAPITAL SEC INC FD CL R6 P 2023-10-17 17246 20638 -3392 -3392 P 2023-10-18 16191 11585 4606 4606 1214 201 0 201 0 201 306 0 0 0 306 0 105 105 0 0 0 0 0 0 0 0 0 0 0 1 1 CT 1 0 0 0 0 1 N/A W SCOTT GOETJEN CPA 8606779188 HARPERWHITFIELD PC 314 FARMINGTON AVE FARMINGTON CT 06032 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 HAROLD C KRAUS HARPERWHITFIELD PC 314 FARMINGTON AVE FARMINGTON CT 06032 TRUSTEE 0.00 0 0 0 STEPHEN HC KRAUS HARPERWHITFIELD PC 314 FARMINGTON AVE FARMINGTON CT 06032 TRUSTEE 0.00 0 0 0 JANET KRAUS GIEBUTOWSKI HARPERWHITFIELD PC 314 FARMINGTON AVE FARMINGTON CT 06032 TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 0 860409 26835 0 887244 0 0 887244 13309 873935 43697 43697 201 201 43496 0 43496 0 43496 36670 0 36670 43496 0 0 5002 4756 951 10709 36670 0 0 0 36670 0 6826 6826 3883 0 0 0 0 0 0 0 3883 2932 951 W SCOTT GOETJEN CPA HARPERWHITFIELD 314 FARMINGTON AVE FARMINGTON CT 06032 8606779188 LETTER NONE NONE 1ST CHURCH OF CHRIST CONGREGATIONAL 12 SOUTH MAIN STREET WEST HARTFORD CT 06107 NONE PUBLIC CHARITY TO SUPPORT WORSHIP AND EDUCATION FOR THE CONGREGATION. 2000 AURORA FOUNDATION 1678 ASYLUM AVENUE SUITE 216 WEST HARTFORD CT 06117 NONE PUBLIC CHARITY 2024 UNRESTRICTED GIFT 750 CAPE COD HEALTHCARE FOUNDATION 32 MAIN STREET HYANNIS MA 02601 NONE PUBLIC CHARITY UNRESTRICTED 1000 CHATHAM MARCONI MARITIME CENTER 847 ORLEANS ROAD NORTH CHATHAM MA 02650 NONE PUBLIC CHARITY 2023- UNRESTRICTED GIFT 5000 CONNECTICUT WOMEN'S HALL OF FAME 320 FITCH STREET NEW HAVEN CT 06515 NONE PUBLIC CHARITY 2024 GIFT FOR EILEEN KRAUS'S SCHOLARSHIP 4000 CONNECTICUT WOMEN'S HALL OF FAME 320 FITCH STREET NEW HAVEN CT 06515 NONE PUBLIC CHARITY 2023- UNRESTRICTED GIFT 6750 FOODSHARE 450 WOODLAND AVE BLOOMFIELD CT 06002 NONE PUBLIC CHARITY UNRESTRICTED 300 HARTFORD HOSPITAL 80 SEYMOUR ST HARTFORD CT 06106 NONE PUBLIC CHARITY UNRESTRICTED 2000 HILL STEAD MUSEUM 35 MOUNTAIN RD FARMINGTON CT 06032 NONE PUBLIC CHARITY 2023 GIFT 500 KINGSWOOD-OXFORD SCHOOL 170 KINGSWOOD ROAD WEST HARTFORD CT 06119 NONE PUBLIC CHARITY UNRESTRICTED 1000 PLANNED PARENTHOOD 1030 NEW BRITAIN AVE WEST HARTFORD CT 06110 NONE PUBLIC CHARITY UNRESTRICTED 500 RIVERS SCHOOL 333 WINTER STREET WESTON MA 02493 NONE PUBLIC CHARITY 2024 GIFT 3000 STANLEY PARK OF WETHERSFIELD 2159 STANLEY ST NEW BRITAIN CT 06053 NONE PUBLIC CHARITY 2024 UNRESTRICTED GIFT 500 THE BRIDGE FAMILY CENTER 1022 FARMINGTON AVE WEST HARTFORD CT 06107 NONE PUBLIC CHARITY UNRESTRICTED 500 WELLESLEY THEATRE PROJECT 219 WASHINGTON STREET WELLESLEY MA 02481 NONE PUBLIC CHARITY UNRESTRICTED 7500 35300 0 14 17002 18 1214 0 18216 0 18216 0 0 0 0 0 0 0 0 0 0 PROFESSIONAL FEES 1370 0 1370 1,450 VANGUARD SHORT-TERM CORPORATE BOND ETF 113114 112049 802 SPDR S&P 500 ETF TRUST 229983 436464 664 ISHARES RUSSELL MID-CAP GROWTH ETF 43714 73272 275 ISHARES RUSSELL 2000 GROWTH ETF 58665 72196 334 ISHARES CORE MSCI EAFE ETF 22159 24262 460 ISHARES CORE MSCI EMERGING MKTS ETF 25476 24624 3984.064 PRINCIPAL PFD SECS FUND INSTL CL 19363 17453 1159 ISHARES S&P 500 GROWTH ETF 41104 85970 675 SPDR S&P DIVIDEND ETF 68851 85847 BANK FEES 3778 3778 0