2024-05-14T14:00:44-05:00 2023-12-31 060903326 WHITTLESEY PC 280 TRUMBULL ST 24TH FL HARTFORD CT 06103 990PF 2023-01-01 814067604 MIKE & FAYE RICHARDSON FAMILY FOUNDATION MIKE 8604343349 14 FERRY ROAD APT D-1 OLD LYME CT 06371 FOUNDATION TRUSTEE TRUSTEE 8604343349 2024-05-14 1 FOUNDATION TRUSTEE 999009999 1 MELISSA C BRAUN P01583682 8605223111 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 3349059 X X 28217 28217 123650 123650 19730 456520 19730 6906 6906 178503 178503 0 0 0 3200 3200 0 48 48 0 56738 17369 39369 59986 20617 39369 259700 259700 319686 20617 299069 -141183 157886 1 1 352479 113725 113725 822415 737914 926963 2363862 2304243 2308370 3538756 3155883 3349059 0 0 X 3538756 3155883 0 0 0 0 3538756 3155883 3538756 3155883 3538756 -141183 0 3397573 241690 3155883 FT UNIT 9666 DIVERSIFIED EQUITY STRATEGIC P 2022-06-24 2023-01-19 1426 1324 102 102 HUDSON PACIFIC PPTYS INC P 2021-11-04 2023-04-21 18850 50000 -31150 -31150 FT UNIT 9595 TECHNOLOGY SELECT PORTFOLIO P 2021-11-17 2023-09-15 45753 49958 -4205 -4205 FT UNIT 9666 DIVERSIFIED EQUITY STRATEGIC P 2021-10-26 2023-01-19 71996 74771 -2775 -2775 AT&T INCORPORATED P 2022-12-23 2023-12-19 34823 36502 -1679 -1679 VIRTUS NEWFLEET MULTI SECTOR P 2023-01-01 2023-12-19 1804 1774 30 30 BANK OF CHINA NEW YORK P 2023-07-11 2023-10-16 40000 40000 0 0 BEAL BANK PLANO TEXAS P 2022-12-27 2023-06-07 25000 25000 0 0 MIDFIRST BANK OKLAHOMA CITY P 2023-06-05 2023-09-07 40000 40000 0 0 FIRST TR MTG INCOME P 2017-09-19 2023-06-27 23394 27351 -3957 -3957 INTEL CORPORATION P 2011-07-14 2023-06-01 15632 11115 4517 4517 RTX CORPORATION P 2011-08-31 2023-04-27 29038 5478 23560 23560 VIRTUS NEWFLEET MULTI SECTOR P 2012-05-31 2023-12-19 24164 25073 -909 -909 BLACKROCK TCP CAPITAL P 2018-12-27 2023-12-19 17522 19268 -1746 -1746 DEERE & COMPANY P 2010-08-09 2023-04-27 37001 6918 30083 30083 VIRTUS NEWFLEET MULTI SECTOR P 2011-08-31 2023-12-19 20990 22258 -1268 -1268 CAPITAL GAINS DIVIDENDS P 9127 9127 9127 19730 2195 0 2195 0 2195 0 0 0 0 0 97 2292 0 0 0 0 0 0 0 0 0 0 0 1 CT 1 0 0 0 0 1 N/A FAYE RICHARDSON 8604343349 14 FERRY RD APT D-1 OLD LYME CT 063713119 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 J MICHAEL RICHARDSON 14 FERRY RD APT D-1 OLD LYME CT 06371 TRUSTEE 2.00 0 0 0 FAYE RICHARDSON 14 FERRY RD APT D-1 OLD LYME CT 06371 TRUSTEE 2.00 0 0 0 PETER RICHARDSON 405 HOWARD ST VENTURA CA 93003 TRUSTEE 1.00 0 0 0 THOMAS RICHARDSON 51 BRUSH HILL RD LYME CT 06371 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 3107651 233102 0 3340753 0 0 3340753 50111 3290642 164532 164532 2195 2195 162337 0 162337 0 162337 299069 0 299069 162337 0 0 59240 27700 70996 164460 108866 431262 299069 0 0 0 162337 136732 0 0 567994 0 0 0 0 0 0 59240 508754 27700 70996 164460 108866 136732 FAYE RICHARDSON 14 FERRY RD APT D-1 OLD LYME CT 06371 8604343349 1) INITIAL LETTER OF INTEREST & DESCRIPTION OF PROJECT. 2) FULL APPLICATION ON RECEIPT OF PROPOSAL PACKET, IF QUALIFIED NONE NONE AFOSA 14 CALLE 15-35 ZONA 12 COLONIA LA REFORMITA GUATEMALA CITY GT NONE NC CONTINUATION OF OUR LONG-TERM COMMUNITY DEVELOPMENT PROJECT IN SIERRA DEL LACANDON NATIONAL PARK IN PETEN, GUATEMALA. 229700 KIND 1300 L ST NW SUITE 1100 WASHINGTON DC 20005 NONE 501C3 PROGRAM TO HELP PREVENT CHILDREN IN POOR COMMUNITIES IN RURAL GUATEMALA FROM ILLEGAL MIGRATION TO THE UNITED STATES. 30000 259700 0 14 28217 14 123650 14 6906 14 19730 0 178503 0 178503 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEE 3200 3200 0 EQUITIES 737914 926963 PREFERREDS (FIXED INCOME) FMV 1007149 949877 MUTUAL FUNDS FMV 1297094 1358493 CY UNREALIZED GAIN/LOSS ON INVESTMENTS 241690 CONSULTING/JANEEN 22000 0 22000 ADMINISTRATIVE EXPENSES 34738 17369 17369 ORDINARY INCOME FROM PASSTHRUS 6906 6906 6906 FOREIGN TAXES 48 48 0