2025-08-04T21:31:51-04:00 2024-12-31 332081385 DIVERSIFIED FINANCIAL SOLUTIONS 100 MAIN STREET NORTH SOUTHBURY CT 06488 990PF 2024-01-01 066038309 ESTATE OF BENJAMIN B LEWIS ESTA 2038804694 86 CROWN STREET TRUMBULL CT 06611 HERBERT G KOEHLER TRUSTEE 2032551886 2025-08-01 true ROBERT A VANCE CPA P01268825 2032643131 2025-08-01 2024 2025-03-06 01:10:19Z X 2433553 X X 48029 48029 106198 429600 106198 154227 154227 26000 18500 7500 2651 2651 7943 7943 17880 17880 205 205 1486 335 1151 56165 47514 8651 107300 107300 163465 47514 115951 -9238 106713 18261 84531 84531 928625 853110 2349022 946886 937641 2433553 0 X 946886 937641 946886 937641 946886 937641 946886 -9238 479 938127 486 937641 100 SHS OAKIX P 2023-12-14 2024-03-13 1786 1789 -3 -3 25,000 SHS TC PIPELINES 4.375% P 2024-04-03 2024-11-26 24910 24719 191 191 25,000 SHS US TREAS 2.125% P 2024-04-16 2024-11-30 25000 24516 484 484 250 SHS AAPL P 2012-11-19 2024-01-18 46688 4985 41703 41703 675 SHS BMY P 2016-10-13 2024-03-13 36825 33858 2967 2967 1,325 SHS CAG P 2012-08-16 2024-03-13 37629 25313 12316 12316 1,000 SHS AGM/PRD P 2020-10-28 2024-12-31 21834 26950 -5116 -5116 1,850 SHS NRUC P 2020-07-07 2024-12-31 42147 49675 -7528 -7528 3,572 SHS OAKIX P 2020-07-15 2024-03-13 96268 96432 -164 -164 1,000 SHS PREJF P 2021-09-28 2024-11-26 16086 26262 -10176 -10176 130 SHS BX P 2015-10-16 2024-01-18 15095 3721 11374 11374 100 SHS VGT P 2008-04-16 2024-01-18 48580 5182 43398 43398 106198 672 1483 1483 1483 2338 2338 855 855 false false false false false false false true true false false false false false true N/A HERBERT G KOEHLER 2038804694 86 CROWN STREET TRUMBULL CT 06611 false false false false false false false false false false false false false false false false false false false false PHYLLIS W MARSILIUS 239 JUDD ROAD EASTON CT 06612 TRUSTEE 000.00 4000 0 0 HERBERT G KOEHLER 86 CROWN STREET TRUMBULL CT 06611 TRUSTEE 000.00 10000 0 0 W PARKER SEELEY JR 3695 POST ROAD - SUITE 201 SOUTHPORT CT 06890 TRUSTEE 000.00 8000 0 0 KARYN A CUNNINGHAM 239 JUDD ROAD EASTON CT 06612 TRUSTEE 000.00 4000 0 0 NONE NONE N/A 2313621 57988 0 2371609 2371609 35574 2336035 116802 116802 1483 1483 115319 115319 115319 115951 115951 115319 22684 26737 23025 14638 9350 96434 115951 115319 632 97066 0 22684 74382 26737 23025 14638 9350 632 X KARYN A CUNNINGHAM 239 JUDD ROAD EASTON CT 06612 7723805217 DESCRIPTION OF PROGRAM, PROGRAM GOALS & ACCOMPLISHMENTS, AND LATEST FINANCIAL STATMENTS SEPTEMBER 30 PUBLIC CHARITIES LOCATED IN GREATER BRIDGEPORT AREA BRIDGEPORT CITADEL CORP SALVATION A MAJOR KATHI LONGCOY 855 ASYLUM AVENUE HARTFORD CT 06105 ORG CHARITY AID FOR GREATER BRIDGEPORT CHARITY 10000 BRIDGEPORT HOSPITAL FOUNDATION STEPHEN M JAKAB PRESIDENT/CEO 267 GRANT STREET BRIDGEPORT CT 06610 ORG CHARITY AID FOR GREATER BRIDGEPORT CHARITY 8000 BRIDGEPORT LADIES CHARITABLE SOCIET JENNIFER T SMITH PRESIDENT PO BOX 943 SOUTHPORT CT 06890 ORG CHARITY AID FOR GREATER BRIDGEPORT CHARITY 4000 BRIDGEPORT PUBLIC EDUCATION FUND FAITH VILLEGAS EXECUTIVE DIRECTOR 446 UNIVERSITY AVENUE BRIDGEPORT CT 06604 ORG CHARITY AID FOR GREATER BRIDGEPORT CHARITY 5000 BRIDGEPORT RESCUE MISSION CHRIS CAROLLO DIR OF DEVELOPMENT 725 PARK AVENUE BRIDGEPORT CT 06604 ORG CHARITY AID FOR GREATER BRIDGEPORT CHARITY 4000 BRIDGEPORT YMCA CARMEN COLON VICE PRESIDENT 850 PARK AVENUE BRIDGEPORT CT 06604 ORG CHARITY AID FOR GREATER BRIDGEPORT CHARITY 6000 BURROUGHS COMMUNITY CENTER MICHAEL QUAN EXECUTIVE DIRECTOR 2470 FAIRFIELD AVENUE BRIDGEPORT CT 06605 ORG CHARITY AID FOR GREATER BRIDGEPORT CHARITY 6000 CENTER FOR FAMILY JUSTICE DEBRA GREENWOOD PRESIDENT/CEO 753 FAIRFIELD AVENUE BRIDGEPORT CT 06604 ORG CHARITY AID FOR GREATER BRIDGEPORT CHARITY 5100 COUNCIL OF CHURCHES OF GREATER BRID SHIVONNE MCKAY ANNAN CEO 1718 CAPITAL AVE BRIDGEPORT CT 06604 ORG CHARITY AID FOR GREATER BRIDGEPORT CHARITY 2000 GOODWILL INDUSTRIES OF WESTERN CT JEFFREY WIESER PRESIDENT/CEO PO BOX 3366 BRIDGEPORT CT 06605 ORG CHARITY AID FOR GREATER BRIDGEPORT CHARITY 100 HARTFORD HEALTH CARE AT HOME (VNS) ANN M OLSON PRESIDENT/CEO 765 FAIRFIELD AVE BRIDGEPORT CT 06604 ORG CHARITY AID FOR GREATER BRIDGEPORT CHARITY 2000 JAMES J CURIALE SCHOOL BRETT A GUSTAFSON PRINCIPAL 300 LAUREL AVENUE BRIDGEPORT CT 06605 ORG CHARITY AID FOR GREATER BRIDGEPORT CHARITY 7000 LIFEBRIDGE COMMUNITY SERVICES (FSW KIM JOHNSON VICE-PRESIDENT 475 CLINTON AVENUE BRIDGEPORT CT 06605 ORG CHARITY AID FOR GREATER BRIDGEPORT CHARITY 4000 MERCY LERNING CENTER JANE E FERREIRA PRESIDENT 637 PARK AVENUE BRIDGEPORT CT 06604 ORG CHARITY AID FOR GREATER BRIDGEPORT CHARITY 1000 NOURISH BRIDGEPORT INC REV SARA SMITH EXEC DIRECTOR PO BOX 1859 BRIDGEPORT CT 06601 ORG CHARITY AID FOR GREATER BRIDGEPORT CHARITY 18000 SHEPHERDS INC DANIEL MCAULIFFE EXEC DIRECTOR 1172 POST ROAD FAIRFIELD CT 06824 ORG CHARITY AID FOR GREATER BRIDGEPORT CHARITY 1000 SUMMERFIELD UNITED METHODIST CHURCH THE REV HERRON KEYON GASTON PASTOR 110 CLEMENT AVENUE BRIDGEPORT CT 06610 ORG CHARITY AID FOR GREATER BRIDGEPORT CHARITY 10100 WAKEMAN BOYS & GIRLS CLUB SARA MOTTI DIRECTOR OF DEVELOPMENT 595 MADISON AVE BRIDGEPORT CT 06604 ORG CHARITY AID FOR GREATER BRIDGEPORT CHARITY 3000 YMCA - CAMP HI-ROCK JESSICA SPEER-HOLMES EXEC DIRECTOR 544 EAST STREET MT WASHINGTON MA 01258 ORG CHARITY AID FOR GREATER BRIDGEPORT CHARITY 11000 107300 14 48029 14 106198 154227 154227 false false false false false false false false false false H G KOEHLER & CO 4843 4843 ROBERT A VANCE CPA, LLC 3100 3100 CONNECTICUT ATTORNEY GENERAL ONLY ACCEPTS REPORTS FROM CHARITIES THAT SOLICIT FUNDS, WHICH IS NOT THE CASE WITH THE LEWIS TRUST. SECURITIES 853110 2349022 W PARKER SEELEY JR & ASSOC PC 2651 2651 OTHER INVESTMENT GAIN/LOSS 486 EXPENSES ADMINISTRATIVE SUPPPORT 800 800 SURETY BOND PREMIUM 125 125 PROBATE COURT FEE 551 200 351 PORTFOLIO EXPENSE 10 10 FOREIGN TAX 205 DIVIDENDS & INTEREST 274 CHARTER RESEARCH & INVESTMENT GR 17880 17880 FOREIGN TAX ON DIVIDENDS 205 205