2024-12-11T02:03:31-00:00 2024-09-30 060835605 Kahan Kerensky Capossela LLP PO Box 3811 Vernon CT 06066 990PF 2023-10-01 066377722 MCDONALD FAMILY TRUST % William Champlin III MCDO 8608171751 1001 Grand Isle Way Palm Beach Gardens FL 33418 Kevin McCann Trustee Advisor 8608171751 2024-12-11 true Kevin McCann P01070297 8606461974 2024-12-11 2023 2024-10-15 13:58:12Z X 2664657 X 55860 55860 27974 62058 27974 83834 83834 9000 4500 4500 5608 2804 2804 10636 5318 5318 25244 12622 12622 88500 88500 113744 12622 101122 -29910 71212 33071 9220 9220 738784 731264 2655437 771855 740484 2664657 0 X 771855 740484 771855 740484 771855 740484 771855 -29910 741945 1461 740484 Dow Inc 2023-12-18 16224 9848 6376 6376 Ishares MSCI EAFE 2023-12-18 11936 9942 1994 1994 GSK 2024-07-09 33898 14294 19604 19604 27974 990 990 990 3 993 false false false false false false false true true CT true false false false false true n/a William H Champlin III Trustee 8607256200 1001 Grand Isle Way Palm Beach Gardens FL 33418 false false false false false false false false false false false false false false false false false X false false false false William H Champlin III 1001 Grand Isle Way Palm Beach Gardens FL 33418 Trustee 001.00 9000 NONE NONE N/A 0 N/A 2455319 34524 0 2489843 2489843 37348 2452495 122625 122625 990 990 121635 121635 121635 101122 101122 121635 114880 101122 101122 13758 13758 107877 NONE NONE William H Champlin III 1001 Grand Isle Way Palm Beach Gardens FL 33418 5616911799 Letter describing the organization, amount and use of requested grant None Distributions are made to charities chosen by the trustee to benefit the greater Hartford region. CRIS Radio 315 Windsor Avenue Windsor CT 06095 Help elderly, poor disadvantaged in Hartford, CT associated with blindness 3500 Eversight 3985 Research Park Drive Ann Arbor MI 48108 Help elderly, poor disadvantaged in Hartford, CT associated with blindness. 5000 Fidelco 103 Vision Way Bloomfield CT 06002 Help elderly, poor disadvantaged in Hartford, CT associated with blindness. 5000 Franciscan Center for Urban Ministry 285 Church Street Hartford CT 06103 Help elderly, poor disadvantaged in Hartford, CT associated with blindness 10000 Greater Hartford Legal Aid Foundation 999 Asylum Ave 3rd Floor Hartford CT 06105 Help elderly, poor disadvantaged in Hartford, CT associated with blindness 5000 Hartford Artisans 42 Woodland Street Hartford CT 06105 Help elderly, poor disadvantaged in Hartford, CT associated with blindness 3000 Hartford Stage 50 Church Street Hartford CT 06103 Help elderly, poor disadvantaged in Hartford, CT associated with blindness 5000 Manes & Motions Therapeutic Riding Center 2150 Corbin Avenue New Britain CT 06053 Help elderly, poor disadvanraged in Hartford, CT associated with blindness 2000 House of Bread 27 Chestnut Street Hartford CT 06120 Help elderly, poor disadvantaged in Hartford, CT associated with blindness 5000 ImmaCare Inc 168 Hungerford Street Hartford CT 06106 Help elderly, poor disadvantaged in Hartford, CT associated with blindness 3000 Interval House PO Box 340207 Hartford CT 06134 Help elderly, poor disadvantaged in Hartford, CT associated with blindness 5000 Manchester Area Conference of Churches Inc PO Box 3804 Manchester CT 06045 Help elderly, poor disadvantaged in Hartford, CT associated with blindness. 2500 Mercy Housing and Shelter 211 Wethersfield Avenue Hartford CT 06114 Help elderly, poor disadvantaged in Hartford, CT associated with blindness 3000 Noah Webster House 227 South Main Street West Hartford CT 06107 Help elderly, poor disadvantaged in Hartford, CT associated with blindness 2000 Oak Hill School 120 Holcomb Street Hartford CT 06112 Help elderly, poor disadvantaged in Hartford, CT associated with blindness 4000 Old Lyme Lions Club PO Box 32 Old Lyme CT 06371 Help elderly, poor disadvantaged in Hartford, CT associated with blindness 3000 Open Hearth 150 Charter Oak Avenue Hartford CT 06106 Help elderly, poor disadvantaged in Hartford, CT associated with blindness 2000 Plainville Community Food Pantry 54 South Canal Street Plainville CT 06062 Help elderly, poor disadvantaged in Hartford, CT associated with blindness 3000 Prudence Crandall Center 594 Burritt Street New Britain CT 06050 Help elderly, poor disadvantaged in Hartford, CT associated with blindness 3000 Salvation Army 217 Washington Street Hartford CT 06106 Help elderly, poor disadvantaged in Hartford, CT associated with blindness 4000 South Park Inn 75 Main Street Hartford CT 06106 Help elderly, poor disadvantaged in Hartford, CT associated with blindness 4000 Glastonbury Rotary Club Foundation S Giamalis 180 Glastonbury Blvd Glastonbury CT 06033 Help elderly, poor disadvantaged in Hartford, CT associated with blindness 4000 The Diaper Bank 370 State Street North Haven CT 06473 Help elderly, poor disadvantaged in Hartford, CT associated with blindness 2500 88500 55860 55860 55860 3 Investments generate income for charitable purposes 4 Investments generate income for charitable purposes 8 Investments generate income for charitable purposes false false false false false false false false false false 400 shares of 3M Company 7261 54680 111 shares of Air Products Chemicals Inc 9039 33049 640 shares of Analog Devices Inc 24976 147309 497 shares of Automatic Data Processing 21871 137535 477 shares of Becton Dickinson Co 20415 72330 800 shares of Chevron Corporation 11473 103678 712 shares of Chubb Corp 65835 171015 918 shares of Exxon Mobil Corporation 13225 107608 359 shares of International Business Machines 18094 39573 455 shares of IShares SP Global Technology Sector Ind 30869 225307 800 shares of Smucker JM Co 45029 96880 1850 shares of JP Morgan Chase Co 20368 217608 333 shares of McDonalds Corp 24948 101402 1003 shares of Merck Co. Inc 21119 113901 700 shares of Nextera Energy Inc 26000 153676 803 shares of Paychex Inc 24962 107755 497 shares of Target Corp 25056 77462 341 shares of Travelers Cos, Inc 19958 79835 463 shares of Unilever PLC SPON ADR 14990 30076 839 shares of Verizon Communications 22165 40419 292 shares of First Eagle Fds Inc 22962 32206 1971 shares of Cohen Steers Real Estate 30757 37623 146 shares of Pepsico Inc 24891 24827 937 shares of First Tr Exchange Traded Fd 35023 75241 10 shares of Amazon.Com Inc 17058 37266 400 shares of Apple Inc 20460 93200 400 shares of Berkshire Hathaway Inc Del CL B New 82236 184104 5000 shares of Haleon 29001 52900 100 shares of Solventum Corp 1223 6972 Asset Adjustment 1461 GYL Financial Synergies 10636 5318 5318 Kahan Kerensky Capossela LLP 5608 2804 2804