2025-06-30T08:05:51-07:00 2024-12-31 060642300 Ivey Barnum & OMara LLC 170 Mason Street Greenwich CT 06830 990PF 2024-01-01 061409590 The Ruth W Brown Foundation Sally C Harris Trustee RUTH 2036616000 C/o 170 Mason Street Greenwich CT 06830 Sally C Harris Trustee 2025-06-30 true true Jennifer D Port P00098503 2036616000 2024 2025-03-06 01:10:19Z X 4086060 X X 4510 4510 4510 48028 48028 48028 568658 1068643 568658 568658 621196 621196 621196 40000 7781 3501 3501 4280 53425 23212 23212 7000 402 171 101779 26713 26713 11280 328000 328000 429779 26713 26713 339280 191417 594483 594483 110869 245883 245883 299690 300882 1606128 1362845 3539295 1716997 1908418 4086060 0 X 1716997 1908418 1716997 1908418 1716997 1908418 1716997 191417 4 1908418 1908418 See Attached Capital Gains P 2024-12-31 2024-12-31 1050208 480734 569474 569474 See Attached Capital Losses P 2024-12-31 2024-12-31 18435 19251 -816 -816 568658 568658 8263 8263 8263 1614 1614 6649 0 false false false false false false false false true CT true false false false false true N/A Sally C Harris 2036615586 39 Stanwich Road Greenwich CT 06830 false false false false false false false false false false false false false false false false false false false false false false Wilmot L Harris JrDeceased 170 Mason Street 06/06/2024 Greenwich CT 06830 Trustee 3.00 0 Sally C Harris 39 Stanwich Road Greenwich CT 06830 Trustee 3.00 40000 Stuart D Adelberg 1 Broad Street Unit 30B Stamford CT 06901 Trustee 1.00 0 Stephen Cunningham 24 Greenbriar Lane Greenwich CT 06831 Trustee 1.00 0 NONE NONE 0 0 3664350 3664350 0 3664350 54965 3609385 180469 180469 8263 8263 172206 172206 172206 339280 339280 172206 219670 37544 38075 115968 157872 569129 339280 0 172206 167074 736203 0 219670 516533 37544 38075 115968 157872 167074 X See Attachment See Attachment See Attachment CT 06830 None Public See Attached 328000 328000 4510 48028 568658 621196 621196 false false false false false false false false false false Ivey, Barnum & O'Mara, LLC 7781 3501 3501 4280 ADR Fees 76 Charles Schwab, service fees 50 Chase, account fees 45 Adjust of cost basis for prior year 4 JP Morgan 8625- Reilly, advisory fees 19955 9977 9977 0 MS - Perkins, advisory fees 20283 10141 10141 0 Neil S. Kenagy, CFA, advisory fees 6187 3094 3094 0 Stuart Adelberg-Services/Meeting Fees 7000 0 0 7000 Foreign Taxes Paid 402