2025-11-17T09:32:56-06:00 2024-12-31 881478669 CBIZ ADVISORS LLC 185 ASYLUM ST 25TH FL CITYPLACE HARTFORD CT 06103 990PF 2024-01-01 274360819 ROBERT S SMITH FAMILY FOUNDATION INC ROBE 8605289838 95 GOODWIN STREET EAST HARTFORD CT 06108 ROBERT S SMITH CHAIRMAN 8605289838 2025-11-13 1 1 MICHAEL PEZZULLO P01284361 8607600600 2025-11-13 2024 2025-03-06 01:10:19Z X 5364746 X 1000000 122439 122439 122439 40313 826777 40313 1162752 162752 122439 0 0 0 0 21019 21019 0 0 1033 1033 0 0 22052 22052 0 0 207500 207500 229552 22052 0 207500 933200 140700 122439 299155 1430205 1430205 1536302 1445691 2396488 960411 959838 982420 93000 108000 101253 565000 440000 454380 3453868 4383734 5364746 0 0 X 3453868 3453868 0 -3334 0 933200 3453868 4383734 3453868 4383734 3453868 933200 0 4387068 3334 4383734 BANK OF AMERICA P 2024-01-01 2024-12-31 5978 6309 -331 -331 BANK OF AMERICA P 2024-01-01 2024-12-31 789741 780155 9586 9586 CAPITAL GAINS DIVIDENDS P 31058 31058 31058 40313 -331 1956 0 1956 0 1956 1440 0 0 0 1440 28 544 0 0 0 0 0 0 0 0 0 0 0 1 CT 1 0 0 0 0 1 N/A EDWARD CULLEN 8605289838 95 GOODWIN STREET EAST HARTFORD CT 06108 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ROBERT S SMITH 95 GOODWIN STREET EAST HARTFORD CT 06108 CHAIRMAN, DIRECTOR 2.00 0 0 0 KIERSTEN SMITH 95 GOODWIN STREET EAST HARTFORD CT 06108 SECRETARY, DIRECTOR 2.00 0 0 0 EDWARD CULLEN 95 GOODWIN STREET EAST HARTFORD CT 06108 TREASURER, DIRECTOR 2.00 0 0 0 NONE 0 NONE 0 0 3863658 864680 0 4728338 0 0 4728338 70925 4657413 232871 232871 1956 1956 230915 0 230915 0 230915 207500 0 207500 230915 0 0 17115 5406 22521 207500 0 0 0 207500 0 22521 22521 0 0 0 0 0 894 0 0 0 ROBERT S SMITH KIERSTEN SMITH X HOLE IN THE WALL GANG CAMP 555 ASHFORD CENTER RD ASHFORD CT 06278 N/A PC GENERAL SUPPORT FOR DONOR RELATIONS 5000 TUNNEL TO TOWERS FOUNDATION 2361 HYLAN BLVD STATEN ISLAND NY 10306 N/A PC GENERAL SUPPORT FOR DONOR RELATIONS 5000 PROJECT SWEET PEAS FOUNDATION 45 BOYLSTON ST WARWICK RI 02889 N/A PC GENERAL SUPPORT FOR DONOR RELATIONS 5000 RAY OF LIGHT FARM INC 232 TOWN STREET EAST HADDAM CT 06423 N/A PC GENERAL SUPPORT FOR DONOR RELATIONS 2500 MATH - MEDICAL AID TO HAITI INC 344 N MAIN STREET SUITE 1 MARLBOROUGH CT 06447 N/A PC GENERAL SUPPORT FOR DONOR RELATIONS 25000 HOCKANUM VALLEY COMMUNITY COUNCIL INC 29 NAEK ROAD SUITE 5A VERNON CT 06066 N/A PC GENERAL SUPPORT FOR DONOR RELATIONS 25000 BANCROFT NEUROHEALTH 1255 CALDWELL ROAD CHERRY HILL NJ 08034 N/A PC GENERAL SUPPORT FOR DONOR RELATIONS 30000 MACC CHARITIES 466 MAIN STREET MANCHESTER CT 06045 N/A PC GENERAL SUPPORT FOR DONOR RELATIONS 20000 UNITY OF GREATER HARTFORD 919 ELLINGTON ROAD SOUTH WINDSOR CT 06074 N/A PC GENERAL SUPPORT FOR DONOR RELATIONS 40000 GAYLORD HOSPITAL INC 50 GAYLORD FARM ROAD WALLINGFORD CT 06492 N/A PC GENERAL SUPPORT FOR DONOR RELATIONS 10000 SALVATION ARMY 217 WASHINGTON STREET HARTFORD CT 06106 N/A PC GENERAL SUPPORT FOR DONOR RELATIONS 10000 WICKHAM PARK 1329 WEST MIDDLE TURNPIKE MANCHESTER CT 06040 N/A PC GENERAL SUPPORT FOR DONOR RELATIONS 5000 CONNECTICUT HOSPICE INC 100 DOUBLE BEACH ROAD BRANFORD CT 06405 N/A PC GENERAL SUPPORT FOR DONOR RELATIONS 5000 DIDELCO GUIDE DOG FOUNDATION 103 VISION WAY BLOOMFIELD CT 06002 N/A PC GENERAL SUPPORT FOR DONOR RELATIONS 5000 FRIENDS OF ACADIA PO BOX 45 BAR HARBOR ME 04609 N/A PC GENERAL SUPPORT FOR DONOR RELATIONS 5000 FELLOWSHIP PLACE INC 441 ELM STREET NEW HAVEN CT 06511 N/A PC GENERAL SUPPORT FOR DONOR RELATIONS 10000 207500 0 14 122439 18 40313 0 162752 0 162752 0 0 0 0 0 0 0 0 0 0 X X 1 ROBERT S SMITH 20 WHEELOCK RD ELLINGTON CT 06029 1000000 X CORPORATE BONDS 959838 982420 MUTUAL FUNDS 1445691 2396488 MUTUAL FUNDS - BONDS AT COST 108000 101253 HEDGE FUNDS 460000 440000 454380 COMMODITIES 105000 0 0 OTHER ADJUSTMENT 3334 INVESTMENT FEES 21019 21019 0 0 FOREIGN TAXES PAID 1033 1033 0 0