2025-11-17T08:54:00-05:00 2024-12-31 061363057 TUCCI AND BRUNO TAX SERVICES 105 TECHNOLOGY DR STE G1 TRUMBULL CT 066116349 990PF 2024-01-01 222478755 THE DAPHNE SEYBOLT CULPEPER MEMORIAL FOUNDATION INC DAPH 2032462793 PO BOX 206 NORWALK CT 068520206 AMY BLOOM SEC TREAS & DIRECTOR 2032462793 2025-11-03 true true ANGELO D BRUNO P00580572 2038582702 2025-11-03 2024 2025-03-06 01:10:19Z X 15325725 X X 24550 24550 300391 300391 123498 1407563 123498 15 448454 448439 189688 189687 9539 9539 16638 16638 7851 7636 215 36000 36000 147728 71821 75907 407444 79457 327986 546490 546490 953934 79457 874476 -505480 368982 423226 401977 401977 13998095 13362930 14918704 3150 3150 5044 5044 14421321 13769951 15325725 38796 1562 38796 1562 X 7586315 7586315 6796210 6182074 14382525 13768389 14421321 13769951 14382525 -505480 13877045 108656 13768389 ISHARES MBS ETF - 1424 SHS P 2023-10-17 2024-02-13 129854 123520 6334 6334 VANGUARS GROWTH ETF - 228 SHS P 2021-12-28 2024-12-05 95885 71816 24069 24069 VANGUARD SCOTTSDALE FDS - 825 SHS P 2023-07-19 2024-02-13 65455 65398 57 57 VANGUARD GROWTH ETF - 25 SHS P 2021-12-30 2024-12-05 10514 8086 2428 2428 ISHARES 20+ YEAR TREASURY - 552 SHS P 2022-11-07 2024-02-13 51071 51797 -726 -726 VANGUARD GROWTH ETF - 147 SHS P 2022-01-03 2024-12-05 61821 48026 13795 13795 VANGUARD VALUE ETF - 322 SHS P 2021-12-28 2024-03-18 51153 47305 3848 3848 VANGUARD INTERM-TERM GOVT- 679 SHS P 2023-07-19 2024-10-09 40304 40000 304 304 VANGUARD VALUE ETF - 696 SHS P 2021-12-28 2024-07-26 116302 102249 14053 14053 VANGUARD SHORT-TERM CORP BD - 602 SH P 2022-11-07 2024-02-13 46275 44451 1824 1824 VANGUARD VALUE ETF - 285 SHS P 2021-12-28 2024-10-10 49785 41869 7916 7916 VANGUARD SHORT-TERM CORP BD - 266 SH P 2023-01-18 2024-02-13 20447 20322 125 125 VANGUARD VALUE ETF - 202 SHS P 2021-12-28 2024-11-25 36723 29676 7047 7047 SCHWAB S/T US TRES ETF - 1325 SHS P 2023-01-18 2024-02-13 63758 64487 -729 -729 VANGUARD GROWTH ETF - 534 SHS P 2021-12-28 2024-02-13 176240 172882 3358 3358 ISHARES CORE MSCI EMERG - 1072 SHS P 2021-12-28 2024-05-03 56912 64020 -7108 -7108 VANGUARD GROWTH ETF - 155 SHS P 2021-12-28 2024-05-24 55079 50510 4569 4569 ISHARES CORE MSCI EMERG - 107 SHS P 2021-12-28 2024-10-09 6140 6390 -250 -250 VANGUARD GROWTH ETF - 46 SHS P 2021-12-28 2024-05-24 16346 14893 1453 1453 ISHARES TR CORE MSCI - 92 SHS P 2022-01-03 2024-03-18 6747 6607 140 140 VANGUARD GROWTH ETF - 67 SHS P 2021-12-28 2024-08-30 25110 21833 3277 3277 ISHARES TR CORE MSCI - 81 SHS P 2022-01-03 2024-05-03 5912 5817 95 95 VANGUARD GROWTH ETF - 256 SHS P 2021-12-28 2024-10-09 99049 83423 15626 15626 ISHARES TR CORE MSCI - 11 SHS P 2022-01-04 2024-05-03 803 832 -29 -29 VANGUARD GROWTH ETF - 117 SHS P 2021-12-28 2024-10-23 45122 38127 6995 6995 VANGUARD GROWTH ETF - 111 SHS P 2021-12-28 2024-11-18 44374 34963 9411 9411 VANGUARD GROWTH ETF - 76 SHS P 2021-12-28 2024-11-18 30382 24766 5616 5616 123498 6391 5129 5129 5129 5173 5000 10173 5044 5044 false false false false false false false true true CT DE true false false false false true N/A AMY BLOOM 2032462793 PO BOX 206 NORWALK CT 06852 false false false false false false false true false false false false false false false false false false false false false AMY BLOOM 11 ALDEN AVENUE NORWALK CT 06855 SEC TREAS & 30.00 86966 0 0 LORI G BRAYTON 9 FIRST STREET NORWALK CT 06855 V. PRESIDENT 15.00 37722 0 0 BERNADETTE FITZGERALD 10651 PALM ROW DRIVE LAKESIDE CA 92040 WEST COAST C 15.00 32500 0 0 BARBARA MESSIER 1405 S FEDERAL HIGHWAY DELRAY BEACH FL 33483 PRESIDENT & 20.00 32500 0 0 NONE NONE N/A 14296675 209683 530465 15036823 15036823 225552 14811271 740564 740564 5129 5129 735435 735435 735435 874476 874476 735435 695079 374086 342365 327938 249843 1989311 874476 735435 139041 2128352 0 695079 1433273 374086 342365 327938 249843 139041 AMY BLOOM PO BOX 206 NORWALK CT 068520206 2032462793 SEE ATTACHMENT "GUIDELINES FOR APPLICANTS" NONE SEE ATTACHMENT "GUIDELINES FOR APPLICANTS" SEE SCHEDULE ATTACHED PO BOX 206 NORWALK CT 06852 PF ASSIST WITH THE CHARITABLE PURPOSES 546490 546490 14 24550 14 300391 18 123498 OHTER INCOME 14 15 448454 448454 false false false false false false false false false false INDIRECT ACCOUNTING FEES 16638 16638 COMPUTER & EQUIPMENT 2016-12-15 3150 3150 200DB 5.0000 ISHARES 20+ TREASURY ETF - 2017 SHS AT COST ISHARES 20+ TREASURY ETF - 1584 SHS AT COST 164244 138331 LOAN RECEIVABLE AT COST 530465 530465 ISHARES INC CORE MSCI EMRG-24037 SHS AT COST ISHARES INC CORE MSCI EMERG-23506 SH AT COST 1329532 1227483 ISHARES MBS ETF - 1424 SHS AT COST ISHARES TR CORE MSCI EAF - 26730 SHS AT COST ISHARES TR CORE MSCI EAF - 27571 SHS AT COST 2033171 1937690 SCHWAB SHORT-TERM US TREAS-7740 SHS AT COST 188143 186224 SCHWAB SHORT-TERM US TREAS-3463 SHS AT COST VANGUARD GROWTH ETF - 11602 SHS AT COST VANGUARD GROWTH ETF - 9840 AT COST 3045485 4038730 VANGUARD INTRMD-TERM CORP - 6954 SHS AT COST 401458 403332 VANGUARD INTRMD-TERM - 7344 SHS AT COST VANGUARD SHORT-TERM CORP - 868 SHS AT COST VANGUARD SMALL CAP - 2819 SHS AT COST 693568 789489 VANGUARD SMALL CAP - 2184 SHS AT COST VANGUARD SMALL CAP VALUE - 4566 SHS AT COST 809761 904890 VANGUARD SMALL CAP VALUE ETF-2948 SH AT COST VANGUARD VALUE ETF - 28128 SHS AT COST 4167103 4762070 VANGUARD VALUE ETF - 29594 SHS AT COST VANGUARD SCOTTSDALE INTERM - 825 SHS AT COST BUILDLINGS 3150 3150 PREPAID FEDERAL TAX 5044 5044 PRIOR YEAR BASIS ADJUSTMENTS 93354 NONDEDUCTIBLE INTEREST 15302 EXPENSES OFFICE SUPPLIES & EXPENSE 14924 14924 TELEPHONE/INTERNET/UTILITIES 2349 2349 AUTO EXPENSES 2604 2604 INVESTMENT CUSTODY FEES 71821 71821 OUTSIDE SERVICES 5000 5000 BANK SERVICE CHARGES 280 280 DONATIONS 750 750 TRAVEL & OTHER OPERATING COST 9328 9328 INSURANCE COSTS 39733 39733 OTHER OPERATING COSTS 465 465 POSTAGE 474 474 OHTER INCOME 15 PAYROLL TAXES PAYABLE 38796 1562 OTHER TAXES/FILING FEES 215 215 FOREIGN TAXES-DIVIDENDS 7636 7636