2025-10-06T07:36:30-05:00 2025-06-30 061071692 HARPERWHITFIELD PC 314 FARMINGTON AVENUE FARMINGTON CT 06032 990PF 2024-07-01 300139549 KRAUS FAMILY FOUNDATION KRAU 8605211751 HARPERWHITFIELD 314 FARMINGTON AVE FARMINGTON CT 06032 STEPHEN HC KRAUS TRUSTEE 8605211751 2025-09-23 1 0 W SCOTT GOETJEN CPA P00145918 8606779188 2025-09-23 2024 2025-03-06 01:10:19Z X 1025775 X X 17731 17731 18751 42844 18751 36482 36482 0 0 0 1860 0 1860 4262 4262 0 6122 4262 1860 47500 47500 53622 4262 49360 -17140 32220 16382 23334 23334 509315 485223 887166 113114 113114 115275 638811 621671 1025775 0 0 X 0 0 0 0 638811 621671 638811 621671 638811 621671 638811 -17140 0 621671 0 621671 SPDR S&P 500 ETF TRUST P 2025-04-14 13187 8031 5156 5156 SPDR S&P 500 ETF TRUST P 2025-05-30 29657 16062 13595 13595 18751 448 0 448 0 448 105 0 0 0 105 0 343 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 983458 14203 0 997661 0 0 997661 14965 982696 49135 49135 448 448 48687 0 48687 0 48687 49360 0 49360 48687 0 0 2932 951 3883 49360 0 0 0 48687 673 0 0 4556 0 0 0 0 0 0 0 4556 2932 951 673 W SCOTT GOETJEN CPA HARPERWHITFIELD 314 FARMINGTON AVE FARMINGTON CT 06032 8606779188 LETTER NONE NONE CHATHAM MARCONI MARITIME CENTER 847 ORLEANS ROAD NORTH CHATHAM MA 02650 NONE PUBLIC CHARITY 2025- UNRESTRICTED GIFT 5000 CHESTNUT HILL SCHOOL 428 HAMMOND STREET CHESTNUT HILL MA 02467 NONE PUBLIC CHARITY UNRESTRICTED 10000 CONNECTICUT WOMEN'S HALL OF FAME 320 FITCH STREET NEW HAVEN CT 06515 NONE PUBLIC CHARITY 2025 UNRESTRICTED GIFT 5000 RIVERS SCHOOL 333 WINTER STREET WESTON MA 02493 NONE PUBLIC CHARITY 2025 UNRESTRICTED GIFT 7500 WELLESLEY THEATRE PROJECT 219 WASHINGTON STREET WELLESLEY MA 02481 NONE PUBLIC CHARITY UNRESTRICTED 20000 47500 0 14 17731 18 18751 0 36482 0 36482 0 0 0 0 0 0 0 0 0 0 PROFESSIONAL FEES 1860 0 1860 1,450 VANGUARD SHORT-TERM CORPORATE BOND ETF 113114 115275 727 SPDR S&P 500 ETF TRUST 205890 449177 664 ISHARES RUSSELL MID-CAP GROWTH ETF 43714 92084 275 ISHARES RUSSELL 2000 GROWTH ETF 58665 78611 334 ISHARES CORE MSCI EAFE ETF 22159 27882 460 ISHARES CORE MSCI EMERGING MKTS ETF 25477 27614 1928.538 PRINCIPAL PFD SECS FUND INSTL CL 19363 17897 929 ISHARES S&P 500 GROWTH ETF 41104 102283 675 SPDR S&P DIVIDEND ETF 68851 91618 BANK FEES 4262 4262 0