2025-11-17T15:34:49-05:00 2024-12-31 205936191 BURNS PATTERSON & CO CPAS LLC 11 MELROSE DR STE 200 FARMINGTON CT 06032 990PF 2024-01-01 066461133 THE GEIGL FAMILY CHARITABLE FOUNDATION TRUST GEIG 8606673266 C/O WILLIAM A GEIGL 22 MICHAEL LANE NEWINGTON CT 06111 WILLIAM A GEIGL TRUSTEE 2035969030 2025-11-17 false JOHN C BURNS P00673823 8604042930 2025-11-17 2024 2025-03-06 01:10:19Z X 204611 X X 5471 5471 17635 31413 297 23106 5768 2196 2196 849 849 56 56 44 44 3145 3145 0 34000 34000 37145 3145 34000 -14039 2623 14002 11109 11109 65864 54848 137030 61066 60975 56472 140932 126932 204611 0 X 140932 126932 140932 126932 140932 126932 140932 -14039 121 127014 82 126932 297 36 36 36 36 false false false false false false false true true true false false false false true N/A WILLIAM A GEIGL 8606673266 22 MICHAEL LANE NEWINGTON CT 06111 false false false false false false false false false false false false false false false false false false false false WILLIAM A GEIGL 22 MICHAEL LANE NEWINGTON CT 06111 TRUSTEE 000.00 0 0 0 NONE NONE N/A 206057 16027 0 222084 222084 3331 218753 10938 10938 36 36 10902 10902 10902 34000 34000 10902 76245 33590 9346 18982 22471 160634 34000 10902 23098 183732 0 76245 107487 33590 9346 18982 22471 23098 GEIGL FAMILY CHARITABLE FOUNDATION 22 MICHAEL LANE NEWINGTON CT 06111 8606673566 LETTER REQUESTING FUNDS (TELEPHONE SOLICITATION WILL NOT BE ACCEPTED) NONE LIMITED TO 501(C)(3) PUBLIC CHARITIES THE SAVATION ARMY 855 ASYLUM AVENUE HARTFORD CT 06105 CHARITABLE PURPOSES 4000 MATTHEW 25 MINISTRIES 11060 KENWOOD ROAD CINCINNATI OH 45242 CHARITABLE PURPOSES 10000 CONNECTICUT FOODSHARE 2 RESEARCH PARKWAY WALLINGFORD CT 06492 CHARITABLE PURPOSES 4000 OAK HILL 120 HOLCOMB STREET HARTFORD CT 06112 CHARITABLE PURPOSE 4000 TUNNEL TO TOWERS 2361 HYLAN BOULEVARD STATEN ISLAND NY 10306 CHARITABLE PURPOSE 10000 RADIO STATION WIHS 1933 S MAIN STREET MIDDLETOWN CT 06457 CHARITABLE PURPOSE 2000 34000 14 5471 18 297 17338 5768 17338 23106 false false false false false false false false false false 105 SH SCHWAB STRATEGIC TR US SMALL 2023-10 PURCHASE 2024-09 5306 4056 1250 50 ISHARES CORE MSCI EMERGING MARKET 2022-02 PURCHASE 2024-11 2771 3015 -244 50 ISHARES CORE S&P TOTAL US STOCK 2016-07 PURCHASE 2024-09 6151 2460 3691 SPDR GOLD TRUST 2006-10 PURCHASE 2024-12 48 13 35 30 SH S&P ETF TRUST UNIT DEPOSIT 2012-11 PURCHASE 2024-09 16840 4234 12606 FEDERATED HERMES TOTAL RETURN BOND F 19153 17255 LORD ABBETT SHORT DURATION INCOME 19457 18825 EATON VANCE EMERGING MARKETS 3955 4233 SEGALL BRYANT HILL PLUS BOND INSTL 18410 16159 ALLSPRING SPECIAL MID CAP VALUE INS 3160 4822 SPDR GOLD TRUST 3211 13559 CONOCOPHILLIPS 445 1983 ISHARES CORE SP TOTAL US STOCK 1624 4244 PFIZER INC 9526 7694 VANGUARD TAX-MANAGED INTL FUND 11259 14968 SPDR S&P 500 ETF TRUST 19926 83223 ISHARES INC CORE MSCI EMERGING MKTS 2761 2606 SCHWAB STRATEGIC US SMALL CAP 2936 3931 TAX PREPARATION 2025 2025 LEGAL FEES 171 171 NON DIVIDEND DISTRIBUTIONS 82 EXPENSES EXCISE TAX 44 44 1099 DIVIDENDS PAID JANUARY 2024 121 INDIRECT OTHER PROFESSIONAL FEES 849 849 FOREIGN TAX WITHHOLDING 56 56