2025-08-21T09:54:49-05:00 2025-04-30 060312590 Cummings & Lockwood LLC 75 Isham 400 W Hartford CT 06107 990PF 2024-05-01 873660935 Boucher Family Foundation BOUC 8603134919 75 Isham Road Ste 400 West Harford CT 06107 Kelley Galica Peck Esq Trustee 8603134919 2025-08-21 1 0 Catherine Lee Schettini P01963499 8603134900 2024 2025-03-06 01:10:19Z X 7436415 X X 159665 159665 65938 2048020 65938 225603 225603 0 0 0 6589 0 0 3956 2084 0 25135 25135 0 35680 27219 0 299767 299767 335447 27219 299767 -109844 198384 123388 105411 105411 3240 1595 1595 3019284 2921491 4643464 2447456 2458225 2623134 40991 45621 62811 5634359 5532343 7436415 0 0 X 0 0 0 0 5634359 5532343 5634359 5532343 5634359 5532343 5634359 -109844 7828 5532343 0 5532343 Gain/Loss 5/1/24-12/31/24 - Fidelity P 1143977 1140913 3064 3064 Gain/Loss 1/1/25-4/30/25 - Fidelity P 900160 841169 58991 58991 Capital Gains Dividends P 3883 3883 3883 65938 2758 0 2758 0 2758 1872 0 0 0 1872 0 886 0 0 0 0 0 0 0 0 0 0 1 1 CT 1 0 0 0 0 1 N/A Kelley Galica Peck Esq 8603134919 75 Isham Road Ste 400 West Hartford CT 06107 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Antonietta Boucher 5 Wicks End Lane Wilton CT 06897 Trustee 0.00 0 0 0 Kelley Galica Peck Cummings Lockwood 75 Isham Rd Ste 400 West Hartford CT 06107 Trustee 0.00 0 0 0 NONE 0 NONE 0 0 7580896 123266 0 7704162 0 0 7704162 115562 7588600 379430 379430 2758 2758 376672 0 376672 0 376672 299767 0 299767 376672 0 0 11061 53153 64214 299767 0 0 0 299767 0 64214 64214 0 0 0 0 0 12691 0 0 0 X Civic Nation PO Box 34673 Washington DC 20005 None Public Charity Current Use for General Charitable Purposes 1000 Georgetown University 37th and O Sts NW Washington DC 20007 None Public Charity Current Use for General Charitable Purposes 100000 Hole in the Wall Gang Fund Inc 555 Long Warf Drive Ste 11 New Haven CT 06511 None Public Charity Current Use for General Charitable Purposes 2000 Human Rights Campaign Inc 1640 Rhode Island Ave NW Washington DC 20036 None Public Charity Current Use for General Charitable Purposes 1000 Joe Garassino Foundation Inc PO Box 81 Watertown CT 06795 None Public Charity Current Use for General Charitable Purposes 2000 Norwalk Hospital Foundation 34 Maple Street Norwalk CT 06850 None Public Charity Current Use for General Charitable Purposes 50000 Trackside Teen Center 15 Station Road Wilton CT 06897 None Public Charity Current Use for General Charitable Purposes 30000 Trip for Kids Charlotte 516 E 15th Street Unit 14A Charlotte NC 28206 None Public Charity Current Use for General Charitable Purposes 20000 University of Connecticut Foundation Inc 2390 Alumni Drive U3206 Storrs Mansfield CT 06269 None Public Charity Current Use for General Charitable Purposes 45000 Wilton Education Foundation Inc PO Box 7090 Wilton CT 06897 None Public Charity Current Use for General Charitable Purposes 47767 World Central Kitchen Inc PO Box 96538 Washington DC 20090 None Public Charity Current Use for General Charitable Purposes 1000 299767 0 14 159665 18 65938 0 225603 0 225603 0 0 0 0 0 0 0 0 0 0 Fidelity Account No. Y80-080649 2458225 2623134 Fidelity Account No. Y80-080649 2921491 4643464 Fidelity Account No. Y80-080649 AT COST 45621 62811 Cummings & Lockwood LLC (legal and accounting fees) 6589 0 0 Fidelity - Investment Advisory Fees 20538 20538 0 Fidelity - SMA Manager Fees 3973 3973 0 ADR Fees 624 624 0 Adjustment to Balance 7828 US Treasury - estimated tax due fye 043025 1872 0 0 Foreign Tax Paid 2084 2084 0