2025-04-24T16:20:02-07:00 2024-05-31 061609121 Adam P Cohen CPA LLC 81 South Main St Suite 9 West Hartford CT 06107 990PF 2023-06-01 223109687 Connecticut State Dental Foundation Inc CONN 8603781800 835 West Queen Street Southington CT 06489 Jake Smith Treasurer 2025-04-24 true true Adam P Cohen P00046319 8605216400 X 2023 2025-03-06 01:10:19Z X 1618044 X 2491 X 119 119 119 39079 39079 39079 110224 910968 110224 2555 151913 149422 41753 5463 5463 3650 1825 1825 12057 12057 16969 16969 38139 13882 24257 88025 88025 126164 13882 112282 25749 135540 41753 58783 46223 46223 595487 645738 962286 628970 617028 609535 1283240 1308989 1618044 0 X 1283240 1308989 1283240 1308989 1283240 1308989 1283240 25749 1308989 1308989 Long-term capital gain distrib P 2010-01-01 2024-05-31 13741 13741 13741 1824.32 ARTISAN INTERNATIONAL INSTITUTIONAL P 2010-01-01 2024-05-31 49227 44919 4308 4308 1 ARTISAN INTERNATIONAL INSTITUTIONAL Tota P 2024-01-01 2024-05-31 45 45 45 97.27 DODGE & COX STOCK I P 2010-01-01 2024-05-31 24140 18686 5454 5454 1 DODGE & COX STOCK I P 2024-01-01 2024-05-31 15 -15 -15 272.4 DODGE & COX INCOME I P 2024-01-01 2024-05-31 3350 3400 -50 -50 GOLDMAN SACHS GQG PTNRS INTL OPPS INSTL P 2024-01-01 2024-05-31 3000 2734 266 266 355.65 HARTFORD SCHRODERS INTL MULTI-CP VAL Y P 2010-01-01 2024-05-31 3650 3548 102 102 72.62 T. ROWE PRICE MID-CAP GROWTH I P 2024-01-01 2024-05-31 7340 5938 1402 1402 135.19 SCHWAB INTERNATIONAL INDEX P 2024-01-01 2024-05-31 3183 3038 145 145 1 SCHWAB INTERNATIONAL INDEX P 2024-01-01 2024-05-31 12 -12 -12 24.08 SCHWAB US MID-CAP INDEX P 2024-01-01 2024-05-31 1500 1413 87 87 180.06 SCHWAB S&P 500 INDEX P 2010-01-01 2024-05-31 13506 9635 3871 3871 1 SCHWAB S&P 500 INDEX P 2024-01-01 2024-05-31 243 243 243 203.17 T. ROWE PRICE BLUE CHIP GROWTH I P 2010-01-01 2024-05-31 30556 19363 11193 11193 77.06 T. ROWE PRICE MID-CAP VALUE I P 2024-01-01 2024-05-31 2600 2424 176 176 255.04 VANGUARD 500 INDEX ADMIRAL P 2010-01-01 2024-05-31 113427 52908 60519 60519 1 VANGUARD 500 INDEX ADMIRAL P 2024-01-01 2024-05-31 165 165 165 20042 VANGUARD INTERM-TERM INVESTMENT-GRDE ADM P 2010-01-01 2024-05-31 171871 196187 -24316 -24316 29223 VANGUARD SHORT-TERM INVESTMENT-GRADE ADM P 2010-01-01 2024-05-31 298253 314360 -16107 -16107 132.11 VANGUARD MID CAP INDEX ADMIRAL P 2010-01-01 2024-05-31 37661 21630 16031 16031 1 VANGUARD MID CAP INDEX ADMIRAL P 2024-01-01 2024-05-31 40 40 40 142.69 VALUE LINE SMALL CAP OPPORTUNITIES INSTL P 2010-01-01 2024-05-31 7527 5258 2269 2269 551.4 VANGUARD MID-CAP VALUE INDEX ADMIRAL P 2010-01-01 2024-05-31 40973 34182 6791 6791 1 VANGUARD MID-CAP VALUE INDEX ADMIRAL P 2024-01-01 2024-05-31 21 21 21 287.47 VANGUARD SMALL CAP INDEX ADM P 2010-01-01 2024-05-31 28896 17269 11627 11627 1 VANGUARD SMALL CAP INDEX ADM P 2024-01-01 2024-05-31 35 35 35 1697.31 VANGUARD TOTAL INTL STOCK INDEX ADMIRAL P 2010-01-01 2024-05-31 52002 39958 12044 12044 1 VANGUARD TOTAL INTL STOCK INDEX ADMIRAL P 2024-01-01 2024-05-31 26 26 26 130.76 VANGUARD ULTRA-SHORT-TERM BOND ADMIRAL P 2024-01-01 2024-05-31 2600 2619 -19 -19 15.76 UNDISCOVERED MANAGERS BEHAVIORAL VAL L P 2010-01-01 2024-05-31 1300 1248 52 52 Misc gain P 2010-01-01 2024-05-31 90 90 90 110224 2555 1884 1884 1884 4000 4000 X 27 2089 2089 false false false false false false false true true CT true false false false false true www.csdf.us Dr Donna Balaski President 8603781800 835 West Queen Street Southington CT 064891032 false false false false false false false false false false false false false false false false false false false false false false Dr Donna Balaski 835 West Queen Street Southington CT 064891032 President 2.00 0 Dr Thomas M Ohlson 835 West Queen Street Southington CT 064891032 Secretary 1.00 0 Dr Maria Smith 835 West Queen Street Southington CT 064891032 Vice President 1.00 0 Jake Smith from 112024 835 West Queen Street Southington CT 064891032 Treasurer 0.00 0 Marcia Phelan Johnson 835 West Queen Street Southington CT 064891032 Treasurer 1.00 0 Dr Joseph A Picone 835 West Queen Street Southington CT 064891032 Director 0.50 0 Dr Renate Saunders 835 West Queen Street Southington CT 064891032 Director 0.50 0 Dr Anuj Camanocha 835 West Queen Street Southington CT 064891032 Director 0.50 0 Dr Susan Berey 835 West Queen Street Southington CT 064891032 Director 0.50 0 Mimi DeLessio-Matta 835 West Queen Street Southington CT 064891032 Director 0.50 0 Elias Deros 835 West Queen Street Southington CT 064891032 Director 0.50 0 NONE NONE 1516509 71797 0 1588306 0 1588306 23825 1564481 78224 78224 1884 1884 76340 76340 76340 112282 112282 76340 72344 112282 72344 0 39938 36402 Dr Donna Balaski 835 West Queen Street Southington CT 064891032 8603781800 kwright@csda.com See website for scholarship application form.See website for grant application form for not-for-profit organizations.No specified application form for applications for grants from other funds. Deadline for scholarships is August 1. None for other grants Grants and awards generally relate to dental health.The Foundation also may make grants from these funds:Charles A. Vernale Scholarship Award. Generally for scholarships to students in dental school.Nathan Marcus Fund supports continuing education programs in the field of dental medicine.Patrick Lynch Fund provides assistance to low - income and/or disabled individuals with their dental and general health care needs in the area served by the Greater Danbury Dental Society.The Relief Fund provides financial assistance to dental professionals who have been affected by an accidents, natural disasters, a medical condition, disability or because of advanced age, are unable to meet basic expenses. Dentists, their dependents, and former dependents of deceased dentists are eligible to apply for financial aid from the Foundation if an accidental injury, advanced age, physically debilitating illness, medically-related condition or a natural disaster prevents them from gainful employment and resu UConn Foundation 10 Talcott Notch Road Farmington CT 06032 None PC Support of students' dental board exams 40000 UConn Foundation 10 Talcott Notch Road Farmington CT 06032 None PC Green practice research 15000 Prizes - individual 835 West Queen Street Southington CT 06489 None I Prizes to dental students 1725 UConn Foundation 10 Talcott Notch Road Farmington CT 06032 None PC Research poster competition prizes 3000 Volunteers in Medicine 777 Main Street Great Barrington MA 01230 None PC Low Income dental clinic 5000 Choose Kindness LLC 36 Brace Road West Hartford CT 06107 None PC Funding camp for craniofacial children 10000 Tufts School of Dental Medicine 1 Kneeland Street Boston MA 02111 None PC Support low-cost dental services and research 5000 Hawaii Dental Assn Foundation 500 Ala Moana Blvd Honolulu HI 96813 None PC Grant to support disaster relief 5000 Brass Mill Mall Dental 495 Union Street Waterbury CT 06706 None I Individual's dental services 1800 Individual Recipient - Conference G 835 West Queen Street Southington CT 06489 None I Grant to attend conference related to dental services 1500 88025 14 119 14 39079 18 110224 149422 149422 false false false false false false false false false false Adam P. Cohen CPA, LLC 3650 1825 0 1825 Fixed income mutual fund 617028 609535 Equities - large cap mutual funds 372249 620412 Equities - mid cap mutual funds 121596 152978 Equities - small cap mutual funds 60297 80344 Equities - international mutual funds 91596 108552 Carmody & Torrance 5463 0 0 5463 Administrative services 6755 6755 Insurance 915 915 Other Costs 35 35 Sec. of the State 105 105 Website and Tech Fees 9159 9159 Investment management 12057 12057 0 0