2025-06-27T09:03:01-07:00 2024-12-31 061392255 KING KING & ASSOCIATES CPAS 170 HOLABIRD AVE WINSTED CT 06098 990PF 2024-01-01 066253899 ATON FOREST IRREVOCABLE TRUST DTD 112792 ATON 8603790215 170 HOLABIRD AVENUE WINSTED CT 06098 JOYCE HEMINGSON Trustee 8603796425 2025-06-27 true true Robert E King CPA P00083643 8603790215 2024 2025-03-06 01:10:19Z X 529795 X X 15228 15228 15228 5114 76033 5114 1205 9591 9241 350 29933 29583 16783 3000 1500 1500 81 81 3200 1600 1600 2874 2874 148 148 842 421 421 10145 6543 1681 1921 27000 27000 37145 6543 1681 28921 -7212 23040 15102 4932 3939 3939 29825 26048 26048 23600 21601 5806 16765 16765 74593 182490 184231 186859 170989 167227 223750 8800 8800 8800 8800 437401 428611 529795 0 X 437401 428611 437401 428611 437401 428611 437401 -7212 430189 1578 428611 1 FIDELITY#3676 Short Term Cov P 2024-02-01 2024-12-01 39491 38286 1205 1205 1 FIDELITY#3676 Long Term Cov P 2010-10-01 2024-12-31 35572 31616 3956 3956 Govt Natl Mtg Assn Pool#2301 P 1997-01-06 2024-12-20 6 6 Govt Natl Mtg Assn Pool#3569 P 2004-07-19 2024-12-20 71 73 -2 -2 Govt Natl Mtg Assn Pool#3583 P 2004-08-16 2024-12-20 59 62 -3 -3 Govt Natl Mtg Assn Pool#3596 P 2004-09-09 2024-12-20 54 57 -3 -3 Govt Natl Mtg Assn Pool#3610 P 2004-10-08 2024-12-20 51 54 -3 -3 Govt Natl Mtg Assn Pool#3624 P 2004-11-03 2024-12-20 55 58 -3 -3 Govt Natl Mtg Assn Pool#3637 P 2004-11-19 2024-12-20 128 134 -6 -6 Govt Natl Mtg Assn Pool#3652 P 2005-01-05 2024-12-20 159 167 -8 -8 Govt Natl Mtg Assn Pool#3678 P 2005-02-11 2024-12-20 185 196 -11 -11 Govt Natl Mtg Assn Pool#3691 P 2005-03-18 2024-12-20 83 87 -4 -4 Govt Natl Mtg Assn Pool#3702 P 2005-04-19 2024-12-20 76 79 -3 -3 Govt Natl Mtg Assn Pool#3889 P 2006-08-28 2024-12-20 43 44 -1 -1 5114 1205 320 320 320 450 450 130 130 false false false false false false false true true CT true false false false false true N/A KING KING & ASSOCIATES CPAS 8603790215 170 HOLABIRD AVENUE WINSTED CT 06098 false false false false false false false false false false false false false false false false false false false false false false JOYCE HEMINGSON 44 ROCK HALL RD COLEBROOK CT 06021 Trustee 2.00 1500 BRONWEN CHILDS 109 LITCHFIELD RD PO BOX 13 NORFOLK CT 06058 Trustee 2.00 1500 NONE NONE FELLOWSHIP STIPEND TO CHARLES S. EISEMAN TO CONDUCT SCIENTIFIC RESEARCH AS STIPULATED IN THE TRUST AGREEMENT 27000 488816 22404 8800 520020 0 520020 7800 512220 25611 25611 320 320 25291 25291 25291 28921 28921 25291 692 692 28921 0 25291 3630 4322 0 4322 692 3630 X CHARLES S EISEMAN 276 OLD WENDELL RD NORTHFIELD MA 01360 None I FELLOWSHIP 27000 27000 14 15228 18 9241 18 5114 LEASE INCOME 350 29583 350 29933 11 THE INITIAL ASSETS OF THE ATON FOREST FELLOWSHIP IRREVOCABLE TRUST WERE DONATED IN 1981 BY FRANK E. EGLER, PH.D., NOTED WRITER AND ECOLOGIST (DECEASED 12/26/96). HE GAVE THE ASSETS SUBJECT TO A TRUST INSTRUMENT TO PROVIDE FOR THE FRUGAL SUPPORT OF A FELLOW TO CONDUCT LONG-TERM, LOW-KEY, LOW COST SCIENTIFIC STUDIES. THESE STUDIES CAN BE CONDUCTED ON LANDS OWNED BY ATON FOREST, INC., EXEMPT UNDER IRC SECTION 501(C)(3), WHICH ARE PERMANENTLY RESTRICTED FOR CONSERVATION PURPOSES. ALL INCOME FROM THE ASSETS OF THE TRUST ENABLES THE FOUNDATION TO FUND THIS FELLOWSHIP IN THE PUBLIC INTEREST. false false false false false false false false false false ACCOUNTING FEES 3200 1600 1600 0 STRATEGIC ADVISORS SHORT DURATION FUND 22928 22887 STRATEGIC ADVISORS INCOME OPPORTUNITIES 2401 2608 STRATEGIC ADVISORS CORE INCOME FUND 151069 153715 FID SAI INFLATION PROTECTED BOND INDEX 7833 7649 AMAZON 16765 74593 21601 5806 FIDELITY SAI CANADA EQUITY INDEX FUND AT COST 1845 1821 STRATEGIC ADVISORS US TOTAL STOCK FD AT COST 101316 145518 STRATEGIC ADVISERS ALTERNATIVES FUND AT COST 11381 11041 STRATEGIC ADVISERS EMERGING MARKETS AT COST 16465 19941 STRATEGIC ADVISERS INTERNATIONAL FUND AT COST 33056 42271 COHEN & STEERS REALTY SHARES AT COST 861 796 VANGUARD COMMODITY STRATEGY FD ADMIRAL AT COST 2303 2362 FIDELITY SAI INFLATION FOCUSED FD AT COST STRATEGIC ADVISERS LARGE CAP FUND AT COST STRATEGIC ADVISERS SMALL-MID CAP FD AT COST Land 8800 8800 8800 PUBLIC NOTICE 81 0 81 0 INSURANCE - ERRORS & OMISSIONS 759 380 379 Office Supplies 83 41 42 LEASE INCOME 350 350 Other Investment Income 9241 9241 FIDELITY ADVISORY FEES 2874 2874 0 0 FOREIGN TAX 148 148