2025-10-07T09:11:49-05:00 2025-06-30 060312590 CUMMINGS & LOCKWOOD LLC 75 ISHAM 400 W HARTFORD CT 06107 990PF 2024-07-01 454079812 DAVID AND SHERRY CORDANI FAMILY FOUNDATION DAVI 8603134930 CUMMINGS LOCKWOOD 75 ISHAM RD 400 WEST HARTFORD CT 06107 DAVID CORDANI TRUSTEE 8603134930 2025-10-07 1 0 ALISON A SANKNER P01608435 8603134900 2024 2025-03-06 01:10:19Z X 3956106 X 1385761 1970 1970 94507 94507 179964 886555 179964 1662202 276441 0 0 0 6551 6551 0 2242 0 0 11791 11791 0 20584 18342 0 889184 889184 909768 18342 889184 752434 258099 31675 9511 9511 2699054 3469096 3946595 2730729 3478607 3956106 0 0 X 0 0 0 0 2730729 3478607 2730729 3478607 2730729 3478607 2730729 752434 0 3483163 4556 3478607 THRU PERSHING ACCT #XXX5355 P 853702 706591 147111 147111 CAPITAL GAINS DIVIDENDS P 32853 32853 32853 179964 3588 0 3588 0 3588 3072 0 0 0 3072 0 516 0 0 0 0 0 0 0 0 0 0 1 1 CT 1 0 1 0 0 1 N/A PAUL L BOURDEAU ESQUIRE 8603134930 75 ISHAM ROAD SUITE 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 DAVID M CORDANI CUMMINGS LOCKWOOD 75 ISHAM ROAD SUITE 400 WEST HARTFORD CT 06107 TRUSTEE 0.00 0 0 0 SHERRY L CORDANI CUMMINGS LOCKWOOD 75 ISHAM ROAD SUITE 400 WEST HARTFORD CT 06107 TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 0 3307375 94722 0 3402097 0 0 3402097 51031 3351066 167553 167553 3588 3588 163965 0 163965 0 163965 889184 0 889184 163965 0 0 309827 4478 138206 421988 733078 1607577 889184 0 0 0 163965 725219 0 0 2332796 0 0 0 0 0 0 309827 2022969 4478 138206 421988 733078 725219 X ACHILLES INTERNATIONAL INC 315 WEST 39TH ST STE 205 NEW YORK NY 10018 NONE PC CURRENT USE FOR GENERAL CHARITABLE PURPOSES 100000 AMERICAN CANCER SOCIETY INC 270 PEACHTREE ST NW STE 1300 ATLANTA GA 30303 NONE PC CURRENT USE FOR GENERAL CHARITABLE PURPOSES 53 BABY2BABY 5830 W JEFFERSON BLVD LOS ANGELES CA 90016 NONE PC CURRENT USE FOR GENERAL CHARITABLE PURPOSES 20000 BOSTON COLLEGE TRUSTEES 140 COMMONWEALTH AVE CHESTNUT HILL MA 02467 NONE PC CURRENT USE FOR GENERAL CHARITABLE PURPOSES 100000 BOYS & GIRLS CLUB OF AMERICA 1275 PEACHTREE ST NE ATLANTA GA 30309 NONE PC CURRENT USE FOR GENERAL CHARITABLE PURPOSES 35604 BUSHNELL CENTER FOR PERFORMING ARTS 166 CAPITOL AVE HARTFORD CT 06106 NONE PC CURRENT USE FOR GENERAL CHARITABLE PURPOSES 250 CONNECTICUT BRAIN TUMOR ALLIANCE INC PO BOX 370514 WEST HARTFORD CT 06137 NONE PC CURRENT USE FOR GENERAL CHARITABLE PURPOSES 2500 CONNECTICUT VETERANS LEGAL CENTER 114 BOSTON POST ROAD 2ND FL WEST HAVEN CT 06516 NONE PC CURRENT USE FOR GENERAL CHARITABLE PURPOSES 531 FENWICK IMPROVEMENT FUND 23 RUSSELL STREET MILTON MA 02186 NONE PC CURRENT USE FOR GENERAL CHARITABLE PURPOSES 2500 GARY SINISE FOUNDATION 2555 MERIDIEN BLVD STE 300 FRANKLIN TN 370676365 NONE PC CURRENT USE FOR GENERAL CHARITABLE PURPOSES 500000 JDRF BREAKTHROUGH T1D 200 VESEY STREET 28TH FLOOR NEW YORK NY 10281 NONE PC CURRENT USE FOR GENERAL CHARITABLE PURPOSES 20207 JEWISH FEDERATION OF GREATER HARTFORD 333 BLOOMFIELD AVE WEST HARTFORD CT 06117 NONE PC CURRENT USE FOR GENERAL CHARITABLE PURPOSES 250 PALM BEACH DRAMAWORKS INC 201 CELMATIS ST WEST PALM BEACH FL 334015512 NONE PC CURRENT USE FOR GENERAL CHARITABLE PURPOSES 500 PAN MASSCHUSETTS CHALLENGE TRUST 77 FOURTH AVE NEEDHAM MA 02494 NONE PC CURRENT USE FOR GENERAL CHARITABLE PURPOSES 1027 SIMSBURY HIGH SCHOOL BOOSTERS INC (GIRLS SOCCER) 34 FARMS VILLAGE RD SIMSBURY CT 06070 NONE PC CURRENT USE FOR GENERAL CHARITABLE PURPOSES 100 SIMSBURY HIGH SCHOOL STUDENT-PARENT-TEACHER COUNCIL INC 34 FARMS VILLAGE RD SIMSBURY CT 06070 NONE PC CURRENT USE FOR GENERAL CHARITABLE PURPOSES 200 ST JUDE'S CHILDREN'S RESEARCH HOSPITAL 262 DANNY THOMAS PLACE STOP 761 MEMPHIS TN 38105 NONE PC CURRENT USE FOR GENERAL CHARITABLE PURPOSES 262 TEXAS A & M FOUNDATION 401 GEORGE BUSH DRIVE COLLEGE STATION TX 77840 NONE PC CURRENT USE FOR GENERAL CHARITABLE PURPOSES 100000 THE CONNECTICUT HOSPICE INC 100 DOUBLE BEACH RD BRANFORD CT 06405 NONE PC CURRENT USE FOR GENERAL CHARITABLE PURPOSES 200 THE LEUKEMIA & LYMPHOMA SOCIETY RESEARCH FOUNDATION 1201 15TH ST NW STE 410 WASHINGTON DC 20005 NONE PC CURRENT USE FOR GENERAL CHARITABLE PURPOSES 5000 889184 0 14 1970 14 94507 18 179964 0 276441 0 276441 0 0 0 0 0 0 0 0 0 0 X X 1 DAVID M CORDANI 2019 GRANTOR CLAT C/O 75 ISHAM ROAD STE 400 WEST HARTFORD CT 06107 174900 X 2 DAVID M CORDANI 2020 GRANTOR CLAT C/O 75 ISHAM ROAD STE 400 WEST HARTFORD CT 06107 178700 X 3 DAVID M CORDANI 2021 GRANTOR CLAT C/O 75 ISHAM ROAD STE 400 WEST HARTFORD CT 06107 557420 X 4 DAVID M CORDANI 2022 GRANTOR CLAT C/O 75 ISHAM ROAD STE 400 WEST HARTFORD CT 06107 254137 X 5 DAVID M CORDANI 2023 GRANTOR CLAT C/O 75 ISHAM ROAD STE 400 WEST HARTFORD CT 06107 212994 X 6 DAVID M CORDANI 2024 GRANTOR CLAT C/O 75 ISHAM ROAD STE 400 WEST HARTFORD CT 06107 7610 X STOCKS, PER PERSHING ACCT XXX5355 3469096 3946595 CUMMINGS & LOCKWOOD LLC 6551 6551 0 ADJUSTMENT TO BALANCE 4556 MASON SECURITIES INC. - MANAGEMENT FEES 11791 11791 0 DAVID M CORDANI 2019 GRANTOR CLAT C/O 75 ISHAM ROAD STE 400 WEST HARTFORD CT 06107 DAVID M CORDANI 2020 GRANTOR CLAT C/O 75 ISHAM ROAD STE 400 WEST HARTFORD CT 06107 DAVID M CORDANI 2021 GRANTOR CLAT C/O 75 ISHAM ROAD STE 400 WEST HARTFORD CT 06107 DAVID M CORDANI 2022 GRANTOR CLAT C/O 75 ISHAM ROAD STE 400 WEST HARTFORD CT 06107 2024 ESTIMATED TAX PAYMENT 2242 0 0