2024-10-14T12:30:46-05:00 2023-12-31 881143830 VINCE LAMBRI TAX SERVICE 38 Mine Road N/A Burlington CT 06013 990PF 2023-01-01 066041260 COLONEL DANIEL PUTNAM ASSOCIATION INC COLO 8607741567 280 TRUMBULL ST STE 2200 HARTFORD CT 06103 VINCE LAMBRI ACCOUNTANT 8606757566 2023-03-14 1 1 VINCE LAMBRI P01255208 8606757566 X 2023 2024-10-15 13:58:12Z X 1421684 X 7150 28689 28689 0 2532 2532 38371 31221 1852 1852 1521 1521 60781 552 60229 64154 2073 62081 0 0 64154 2073 62081 -25783 29148 92307 67678 67678 5446 5041 5041 198211 198097 1348965 1040 297004 270816 1421684 0 X 211669 211669 85335 59147 297004 270816 297004 270816 297004 -25783 271221 405 270816 405 405 405 5446 5446 5041 5041 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 WWW.PUTNAMELMS.ORG SHARON FARMER 8606757566 38 MINE RD BURLINGTON CT 06013 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CATHERINE MACLAREN 93 NORTHWOOD DR PORTLAND ME 04103 PRESIDENT AND SECRET 2 0 HOUSTON PUTNAM LOWRY 44 AVONWOOD RD AVON CT 06001 TREASURER 2 0 WILLIAM MACLAREN 89 TYRONE FARM POMFRET CT 06258 VICE PRESIDENT 2 0 NONE NONE 1276812 79992 5763 1362567 1362567 20439 1342128 67106 67106 405 405 66701 66701 66701 62081 62081 66701 64129 17812 81941 62081 62081 4620 4620 77321 0 77321 59509 17812 X 14 28688 14 2532 31220 31220 0 0 0 0 0 0 0 0 0 0 X TAX RETURN PREPARATION 412 412 BOOKKEEPING AND ACCOUNTING 1440 1440 3000 AMERICA MOVIL SA 55560 400 BANK OF NOVA SCOTIA 22407 19476 400 EATON CORPORATION PLC 33191 96328 501 RESTAURAN BRANDS INT 18179 39143 4.649.186 TELEFONICA SA 17904 18132 400 TORONTO - DOMINION 23139 25848 400 BRISTOL MEYERS SQUIBB 10178 20524 1089 CVS 85987 1000 EXXON 416 99980 1050 MICROSOFT 19948 394842 572 UNITEDHEALTH GROUP 4923 301141 500 WASTE MANAGEMENT 19829 89550 600 KELLANOVA 10053 33546 423 KINDER MORGAN 8430 7462 700 ALLIANCEBERNSTEIN HLDG 1227 21721 107 WHIRLPOOL 4791 13029 150 WK KELLOG 499 1971 186 EVERSOURCE ENERGY 2309 11480 310 ALLIANCEBERNSTEIN 543 9619 15 VIRTUS INVESTMENT PARTNERS 131 3626 DUE FROM IRS 1040 FEDERAL INCOME TAX 405 SECURITY SYSTEM MONITORING 809 809 ELECTRICITY 5966 5966 PROPERTY MAINTENANCE 42661 42661 INSURANCE 4625 4625 OFFICE SUPPLIES 839 839 ASSESSORS FEES 650 650 TELEPHONE 1596 1596 WEBSITE 1432 1432 MEMBERSHIPS 215 215 EVENT COSTS 1100 1100 BROKERAGE FEES 552 552 PENALTIES AND INTEREST 336 336 PARTNERSHIP INCOME 2532 2532 FOREIGN TAX 1521 1521