2025-07-11T13:07:07-05:00 2024-08-31 472517893 BEERS HAMERMAN COHEN & BURGER PC 234 CHURCH STREET NEW HAVEN CT 06510 990PF 2023-09-01 060552923 THE STONE TRUST CORPORATION C/O EVAN WAX STON 2033027300 44 CHERRY LANE MADISON CT 06443 EVAN WAX TREASURER 2033027300 2025-06-13 1 0 SHARON BRUNE P01318461 2037876527 2025-06-13 2023 2025-03-06 01:10:19Z X 10766489 X 236827 252915 252915 252915 587024 5415786 587024 0 1076766 839939 252915 0 0 0 0 20720 4144 4144 16576 48744 0 0 36923 56399 0 0 11244 0 0 11244 11675 0 0 11675 168336 0 0 168336 317118 4144 4144 244754 0 0 317118 4144 4144 244754 759648 835795 248771 2112559 525863 525863 22800 23980 25859 25859 6613480 9553689 9553689 1730301 1069223 704321 661078 661078 9477140 10766489 10766489 0 5783 0 5783 X 1210496 972053 8266644 9788653 9477140 10760706 9477140 10766489 9477140 759648 523918 10760706 0 10760706 PUBLICLY TRADED SECURITIES - LT 592581 592581 PUBLICLY TRADED SECURITIES - ST -5557 -5557 587024 -5557 11618 0 11618 0 11618 3000 0 16000 0 19000 153 7229 7229 0 0 0 0 0 0 0 0 0 0 0 1 1 CT 1 1 0 0 0 1 N/A BEERS HAMERMAN COHEN BURGER PC 2037876527 234 CHURCH STREET NEW HAVEN CT 06510 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JOHN HULLAR 145 HIGH STREET NEW HAVEN CT 06511 PRESIDENT 1.00 0 0 0 EDWARD BARLOW 145 HIGH STREET NEW HAVEN CT 06511 PRESIDENT EMERITUS 1.00 0 0 0 JAMES GREER 145 HIGH STREET NEW HAVEN CT 06511 PRESIDENT EMERITUS 1.00 0 0 0 EVAN WAX 145 HIGH STREET NEW HAVEN CT 06511 VICE PRESIDENT, TREASURER 1.00 0 0 0 SELENE OH 145 HIGH STREET NEW HAVEN CT 06511 VICE PRESIDENT, SECRETARY 1.00 0 0 0 AARON ZELINSKY 145 HIGH STREET NEW HAVEN CT 06511 VICE PRESIDENT 1.00 0 0 0 CAMILLE CHWALEK 145 HIGH STREET NEW HAVEN CT 06511 VICE PRESIDENT 1.00 0 0 0 DOUGLAS HAUSLADEN 145 HIGH STREET NEW HAVEN CT 06511 VICE PRESIDENT 1.00 0 0 0 EMILY BAKEMEIER 145 HIGH STREET NEW HAVEN CT 06511 VICE PRESIDENT 1.00 0 0 0 AARON HANTMAN 145 HIGH STREET NEW HAVEN CT 06511 BOARD MEMBER 1.00 0 0 0 GREGORY MAROUARD 145 HIGH STREET NEW HAVEN CT 06511 BOARD MEMBER 1.00 0 0 0 CHRISTIAN JENSEN 145 HIGH STREET NEW HAVEN CT 06511 BOARD MEMBER 1.00 0 0 0 COLESON BRUCE 145 HIGH STREET NEW HAVEN CT 06511 BOARD MEMBER 1.00 0 0 0 ELIZABETH BARLOW 145 HIGH STREET NEW HAVEN CT 06511 BOARD MEMBER 1.00 0 0 0 HARRY OLIVAR JR 145 HIGH STREET NEW HAVEN CT 06511 BOARD MEMBER 1.00 0 0 0 HENRY LOUIS GATES JR 145 HIGH STREET NEW HAVEN CT 06511 BOARD MEMBER 1.00 0 0 0 ISABEL ELLIMAN 145 HIGH STREET NEW HAVEN CT 06511 BOARD MEMBER 1.00 0 0 0 J LLOYD SUTTLE 145 HIGH STREET NEW HAVEN CT 06511 BOARD MEMBER 1.00 0 0 0 JOHN CONNELLY 145 HIGH STREET NEW HAVEN CT 06511 BOARD MEMBER 1.00 0 0 0 JONATHAN DACH 145 HIGH STREET NEW HAVEN CT 06511 BOARD MEMBER 1.00 0 0 0 LOUIS POLK JR 145 HIGH STREET NEW HAVEN CT 06511 BOARD MEMBER 1.00 0 0 0 MARIZA SCOTCH 145 HIGH STREET NEW HAVEN CT 06511 BOARD MEMBER 1.00 0 0 0 PENELOPE LAURANS 145 HIGH STREET NEW HAVEN CT 06511 BOARD MEMBER 1.00 0 0 0 ROLAND THOMFORDE 145 HIGH STREET NEW HAVEN CT 06511 BOARD MEMBER 1.00 0 0 0 SHEILA FORD HAMP 145 HIGH STREET NEW HAVEN CT 06511 BOARD MEMBER 1.00 0 0 0 WILLIAM CROWLEY ESQ 145 HIGH STREET NEW HAVEN CT 06511 BOARD MEMBER 1.00 0 0 0 WILLIAM LIGHTEN 145 HIGH STREET NEW HAVEN CT 06511 BOARD MEMBER 1.00 0 0 0 NADINE MOELLER 145 HIGH STREET NEW HAVEN CT 06511 BOARD MEMBER 1.00 0 0 0 PAUL CINCO 145 HIGH STREET NEW HAVEN CT 06511 BOARD MEMBER 1.00 0 0 0 NONE 0 NONE 0 PROVIDE A FORUM FOR THE EXERCISE OF STUDENT'S INTELLIGENCE AND THE FORMATION OF THEIR CHARACTER IN THE PRESENCE OF CONTEMPORARY STUDENTS AND WITH THE ADVICE OF FACULTY MEMBERS AS WELL AS OUTSIDE SPEAKERS HAVING MANY DIVERSE INTERESTS AND BACKGROUNDS 244754 0 7828348 1548723 0 9377071 0 0 9377071 140656 9236415 461821 X 244754 0 13160 257914 X 248771 206380 210582 139716 805449 211455 175423 178995 118759 684632 257914 256247 186427 277160 977748 0 0 0 10500 10500 257914 256247 186427 266660 967248 0 0 307881 266119 281728 278251 1133979 0 0 0 0 JOHN HULLAR EDWARD BARLOW JAMES GREER CAMILLE CHWALEK X 0 0 14 252915 18 587024 0 839939 0 839939 0 0 0 0 0 0 0 0 0 0 X X 1 JOHN P HULLAR 320 OLIVE ST MENLO PARK CA 94025 5250 X 2 NICHOLAS BRADY PO BOX 1410 EASTON MD 216018927 5000 X 3 HARRY OLIVAR 1606 VIRGINIA ROAD SAN MARINO CA 91108 5000 X 4 GREENE ESTATE 890 HAWTHORNE PLACE LAKE FOREST IL 60045 206440 X ACCOUNTING AND AUDIT FEES 20720 4144 4144 16576 ROOF REPAIR 1987-02-25 9000 9000 SL 15.000000000000 0 0 0 BUILDING ADDITION 1997-08-31 465449 403389 SL 30.000000000000 15515 0 0 BUILDING 1950-01-01 50000 50000 SL 30.000000000000 0 0 0 PAINTINGS 1985-12-13 2325 2325 PRE 5.000000000000 0 0 0 LAND 1950-01-01 32630 NC 0.000000000000 0 0 0 TV 2000-01-31 1045 1045 SL 5.000000000000 0 0 0 BUILDING RENOVATIONS 1999-11-30 109117 86383 SL 30.000000000000 3637 0 0 LANDSCAPING 2000-06-07 6482 6482 SL 20.000000000000 0 0 0 FRAMED PICTURES 2000-02-28 1303 1303 SL 5.000000000000 0 0 0 STEREO 2002-05-14 750 750 SL 5.000000000000 0 0 0 BUILDING IMPROVEMENTS 2001-01-01 18177 14895 SL 30.000000000000 606 0 0 ROOF IMPROVEMENTS 2004-12-19 11639 11639 SL 15.000000000000 0 0 0 KITCHEN EQUIPMENT - BALANCE ON PAYMENT AND ADDT'L PARTS 2011-09-19 5469 5469 SL 7.000000000000 0 0 0 LIBRARY FURNITURE 2005-08-23 16450 16450 SL 5.000000000000 0 0 0 LIBRARY TABLES 2016-12-10 10847 7322 SL 10.000000000000 1085 0 1085 ALARM SYSTEM FOR BUILDING 2005-12-03 2120 2120 SL 5.000000000000 0 0 0 TABLES 2005-12-12 1485 1485 SL 5.000000000000 0 0 0 REFRIGERATOR 2005-12-13 3281 3281 SL 5.000000000000 0 0 0 FURNITURE 2006-03-20 4064 4064 SL 5.000000000000 0 0 0 LAMPS 2006-04-05 1108 1108 SL 5.000000000000 0 0 0 LAMPS 2006-06-11 391 391 SL 5.000000000000 0 0 0 NEW ROOF FOR BUILDING 2007-05-01 353686 192563 SL 30.000000000000 11790 0 11790 BOOK AND SNAKE SILVER VASE (1920'S) 2010-12-12 2510 1067 SL 30.000000000000 84 0 84 BUCHANAN ASSOCIATES - COSTS OF RENOVATION STUDIES 2016-02-01 10800 2730 SL 30.000000000000 360 0 360 KITCHEN EQUIPMENT - DEPOSIT 2011-09-15 7065 7065 SL 7.000000000000 0 0 0 KITCHEN PLUMBING AND CABINET INSTALL 2011-09-15 8925 8925 SL 7.000000000000 0 0 0 KITCHEN RENOVATION-REMAINING WORK 2011-09-15 25723 25723 SL 7.000000000000 0 0 0 RENOVATION STUDIES 2016-02-01 55746 10839 SL 39.000000000000 1429 0 1429 FURNISH AND INSTALL WALL TO DISPLAY CUPS 2012-08-31 15000 11000 SL 15.000000000000 1000 0 1000 KITCHEN RENOVATION, NON-EQUIPMENT COSTS 2011-09-15 4332 1732 SL 30.000000000000 144 0 144 DISHWASHER 2012-11-12 4631 4631 SL 5.000000000000 0 0 0 PETRA CONSTRUCTION CO 2016-02-01 6900 1342 SL 39.000000000000 177 0 177 BUCHANAN ASSOCIATES ARCHITECTS 2016-02-01 13225 2571 SL 39.000000000000 339 0 339 BOILER IMPROVEMENTS - NEW FITTING AND PIPE RAISED OFF FLOOR, RE-PIPE B 2014-03-30 4025 4025 SL 7.000000000000 0 0 0 STAIRWELL AND WALL IMPROVEMENTS 2014-08-01 23535 8550 SL 25.000000000000 941 0 941 BREAKFAST WOODWORKS TABLE 2015-11-04 13372 10474 SL 10.000000000000 1337 0 1337 RAILING & WELDING 2014-10-07 8136 2901 SL 25.000000000000 325 0 325 AUTOMATIC DOORS 2015-04-22 17133 5710 SL 25.000000000000 685 0 685 GREAT ROOM RUGS 2015-06-04 7944 7944 SL 5.000000000000 0 0 0 FIRE SUPPRESSION SYSTEM 2016-08-02 88526 25082 SL 25.000000000000 3541 0 3541 BATHROOM REMODEL 2017-08-21 6762 1040 SL 39.000000000000 173 0 173 BREAFAST WOODWORKS - TABLE 2015-11-04 11775 9225 SL 10.000000000000 1178 0 1178 K&M CONSTRUCTION PROJECT WORK 2015-12-23 3438 676 SL 39.000000000000 88 0 88 GENOVESE & MASSARO REPLACED AIR HANDLER 2016-03-02 1980 381 SL 39.000000000000 51 0 51 GENOVESE & MASSARO ELECTRICAL WORK FOR STOVE 2016-07-17 3300 600 SL 39.000000000000 85 0 85 SOFA 2017-08-11 1375 837 SL 10.000000000000 138 0 138 CARPET 2017-08-25 10249 6150 SL 10.000000000000 1025 0 1025 OVAL TABLE 2017-11-13 5495 5495 SL 5.000000000000 0 0 0 PLAQUE DESIGN 2018-01-01 3750 3750 SL 5.000000000000 0 0 0 BATHROOM REMODEL TILE 2017-09-01 6268 6268 SL 5.000000000000 0 0 0 TOTAL DESIGN SOURCE - DESIGN AND SOURCING CARPET 2017-10-05 2781 1645 SL 10.000000000000 278 0 278 ELECTRICAL/PLUMBING BATHROOM REMODEL 2017-09-01 4823 4823 SL 5.000000000000 0 0 0 CLOSET REMODEL - TILE 2019-08-01 4164 3401 SL 5.000000000000 763 0 763 CLOSET REMODEL 2018-12-01 7601 926 SL 39.000000000000 195 0 195 BOGEART CONSTRUCTION 2019-09-19 9470 962 SL 39.000000000000 243 0 243 ROOF JOINT REPLACEMENTS 2019-10-25 1840 182 SL 39.000000000000 47 0 47 STAIRS REPLACEMENT 2020-01-24 3032 282 SL 39.000000000000 78 0 78 COAL BIN ROOF REPAIR 2020-06-02 14555 1197 SL 39.000000000000 373 0 373 LANDSCAPE ARCHITECTURE SITE DEVELOPMENT 2020-08-20 5800 1167 SL 15.000000000000 387 0 387 DONATED SCULPTURE 2021-08-31 184333 L 0 0 0 ART EMPORIUM (FRAMES) 2024-04-09 1796 200DB 5.000000000000 1185 0 1185 ART EMPORIUM (FRAMES) 2024-05-21 1796 200DB 5.000000000000 1185 0 1185 TOTAL DESIGN SOURCE (NEW FURNITURE) 2024-08-19 9568 200DB 5.000000000000 5932 0 5932 TOTAL BROKERAGE PROCEEDS FOR LN 6B PURCHASED 5415786 5415786 COST 0 MUTUAL FUNDS (RESTRICTED) FMV 1593451 1593451 EXCHANGE TRADED FUNDS (RESTRICTED) FMV 3914263 3914263 MUTUAL FUNDS (TEMP. RESTRICTED) FMV 914823 914823 EXCHANGE TRADED FUNDS (TEMP. RESTRICTED) FMV 3131152 3131152 ROOF REPAIR 9000 9000 0 BUILDING ADDITION 465449 418904 46545 BUILDING 50000 50000 0 PAINTINGS 2325 2325 0 LAND 32630 0 32630 TV 1045 1045 0 BUILDING RENOVATIONS 109117 90020 19097 LANDSCAPING 6482 6482 0 FRAMED PICTURES 1303 1303 0 STEREO 750 750 0 BUILDING IMPROVEMENTS 18177 15501 2676 ROOF IMPROVEMENTS 11639 11639 0 KITCHEN EQUIPMENT - BALANCE ON PAYMENT AND ADDT'L PARTS 5469 5469 0 LIBRARY FURNITURE 16450 16450 0 LIBRARY TABLES 10847 8407 2440 ALARM SYSTEM FOR BUILDING 2120 2120 0 TABLES 1485 1485 0 REFRIGERATOR 3281 3281 0 FURNITURE 4064 4064 0 LAMPS 1108 1108 0 LAMPS 391 391 0 NEW ROOF FOR BUILDING 353686 204353 149333 BOOK AND SNAKE SILVER VASE (1920'S) 2510 1151 1359 BUCHANAN ASSOCIATES - COSTS OF RENOVATION STUDIES 10800 3090 7710 KITCHEN EQUIPMENT - DEPOSIT 7065 7065 0 KITCHEN PLUMBING AND CABINET INSTALL 8925 8925 0 KITCHEN RENOVATION-REMAINING WORK 25723 25723 0 RENOVATION STUDIES 55746 12268 43478 FURNISH AND INSTALL WALL TO DISPLAY CUPS 15000 12000 3000 KITCHEN RENOVATION, NON-EQUIPMENT COSTS 4332 1876 2456 DISHWASHER 4631 4631 0 PETRA CONSTRUCTION CO 6900 1519 5381 BUCHANAN ASSOCIATES ARCHITECTS 13225 2910 10315 BOILER IMPROVEMENTS - NEW FITTING AND PIPE RAISED OFF FLOOR, RE-PIPE B 4025 4025 0 STAIRWELL AND WALL IMPROVEMENTS 23535 9491 14044 BREAKFAST WOODWORKS TABLE 13372 11811 1561 RAILING & WELDING 8136 3226 4910 AUTOMATIC DOORS 17133 6395 10738 GREAT ROOM RUGS 7944 7944 0 FIRE SUPPRESSION SYSTEM 88526 28623 59903 BATHROOM REMODEL 6762 1213 5549 BREAFAST WOODWORKS - TABLE 11775 10403 1372 K&M CONSTRUCTION PROJECT WORK 3438 764 2674 GENOVESE & MASSARO REPLACED AIR HANDLER 1980 432 1548 GENOVESE & MASSARO ELECTRICAL WORK FOR STOVE 3300 685 2615 SOFA 1375 975 400 CARPET 10249 7175 3074 OVAL TABLE 5495 5495 0 PLAQUE DESIGN 3750 3750 0 BATHROOM REMODEL TILE 6268 6268 0 TOTAL DESIGN SOURCE - DESIGN AND SOURCING CARPET 2781 1923 858 ELECTRICAL/PLUMBING BATHROOM REMODEL 4823 4823 0 CLOSET REMODEL - TILE 4164 4164 0 CLOSET REMODEL 7601 1121 6480 BOGEART CONSTRUCTION 9470 1205 8265 ROOF JOINT REPLACEMENTS 1840 229 1611 STAIRS REPLACEMENT 3032 360 2672 COAL BIN ROOF REPAIR 14555 1570 12985 LANDSCAPE ARCHITECTURE SITE DEVELOPMENT 5800 1554 4246 DONATED SCULPTURE 184333 0 184333 ART EMPORIUM (FRAMES) 1796 1185 611 ART EMPORIUM (FRAMES) 1796 1185 611 TOTAL DESIGN SOURCE (NEW FURNITURE) 9568 5932 3636 UNDERGRADUATE EDUCATION 77806 0 0 77806 INSURANCE 27664 0 0 27664 CONFERENCES & MEETINGS 9304 0 0 9304 MISCELLANEOUS 4143 0 0 4143 OFFICE EXPENSE 9200 0 0 9200 REPAIRS 38264 0 0 38264 SPECIAL EVENTS 1955 0 0 1955 UNREALIZED GAIN ON INVESTMENTS 523918 ACCRUED TAXES 0 5783 EXCISE TAX EXPENSE PER BOOKS 11821 0 0 0 PROPERTY TAXES 36923 0 0 36923