2025-04-03T12:03:17-05:00 2024-12-31 941687665 BANK OF AMERICA PO BOX 653067 DALLAS TX 752653067 990PF 2024-01-01 207197579 JASON AND JANIE KONIDARIS FAMILY FOUNDATION JASO 8888663275 PO BOX 653067 DALLAS TX 752653067 JASON KONIDARIS PRESIDENT 8888663275 2025-03-10 true true KAREN J KISER P00146417 8888663275 2025-03-10 2024 2025-03-06 01:10:19Z X 561265 X 13284 13284 10331 50049 10331 0 23615 23615 4152 2491 1661 0 0 0 0 0 0 1250 750 0 500 0 0 463 179 0 0 0 0 0 0 0 5865 3420 0 2161 23650 23650 29515 3420 0 25811 -5900 20195 0 26446 16422 16422 0 0 0 413747 415909 540593 0 900 4250 4250 441093 436581 561265 0 X 441093 436581 441093 436581 441093 436581 441093 -5900 1391 436584 3 436581 10. ISHARES S&P 100 2016-11-22 2024-02-16 2369 976 1393 1393 153. ISHARES CORE TOT U S BD MKT ETF 2016-11-22 2024-02-16 14839 16617 -1778 -1778 19. ISHARES RUSSELL MID-CAP ETF 2016-11-22 2024-02-16 1506 843 663 663 57. SPDR PORTFOLIO LONG TERM TREASURY ETF 2023-07-31 2024-02-16 1558 1665 -107 -107 7. VANGUARD FTSE EMERGING MARKETS ETF 2021-01-29 2024-02-16 287 362 -75 -75 4. VANGUARD 500 INDEX FUND SHS ETF 2016-11-22 2024-02-16 1840 810 1030 1030 16. ISHARES S&P 100 2016-11-22 2024-10-11 4467 1562 2905 2905 10. ISHARES RUSSELL MID-CAP ETF 2016-11-22 2024-10-11 888 444 444 444 124. SPDR PORTFOLIO LONG TERM TREASURY ETF 2023-07-31 2024-10-11 3460 3621 -161 -161 19. SPDR PORTFOLIO LONG TERM TREASURY ETF 2023-10-19 2024-10-11 530 468 62 62 36. VANGUARD FTSE EMERGING MARKETS ETF 2021-01-29 2024-10-11 1731 1863 -132 -132 6. VANGUARD 500 INDEX FUND SHS ETF 2016-11-22 2024-10-11 3194 1215 1979 1979 271. GOLDMAN SACHS ABSOLUTE RTRN TRACKER FD CL R6 2024-10-11 2024-11-05 2724 2745 -21 -21 7. ISHARES S&P 100 2016-11-22 2024-11-05 1947 683 1264 1264 25. ISHARES CORE TOT U S BD MKT ETF 2016-11-22 2024-11-05 2459 2715 -256 -256 32. ISHARES RUSSELL MID-CAP ETF 2016-11-22 2024-11-05 2842 1420 1422 1422 5. ISHARES RUSSELL 2000 ETF 2024-10-11 2024-11-05 1116 1084 32 32 7. ISHARES RUSSELL 2000 ETF 2024-02-16 2024-11-05 1562 1411 151 151 6. VANGUARD FTSE DEVELOPED MARKETS ETF 2024-10-11 2024-11-05 304 312 -8 -8 3. VANGUARD FTSE DEVELOPED MARKETS ETF 2024-02-16 2024-11-05 152 144 8 8 1. VANGUARD FTSE DEVELOPED MARKETS ETF 2020-08-31 2024-11-05 51 42 9 9 13. VANGUARD TOTAL INTERNATL BOND ETF 2017-01-31 2024-11-05 647 699 -52 -52 15. VANGUARD TOTAL INTERNATL BOND ETF 2020-09-21 2024-11-05 747 855 -108 -108 12. VANGUARD FTSE EMERGING MARKETS ETF 2021-01-29 2024-11-05 568 621 -53 -53 4. VANGUARD 500 INDEX FUND SHS ETF 2016-11-22 2024-11-05 2114 810 1304 1304 10331 281 0 281 0 281 220 0 0 220 0 61 0 0 false false false false false false false true true CT true false false false false true N/A BANK OF AMERICA NA 8888663275 PO BOX 653067 DALLAS TX 752653067 false false false false false false false false false false false false false false false false false false false false false JASON KONIDARIS 90 BEACON HILL LANE NEW CANNAN CT 06840 TRUSTEE 1 0 BANK OF AMERICA 100 WESTMINISTER STREET PROVIDENCE RI 02903 AGENT FOR TRUSTEE 1 4152 JANIE KONIDARIS 90 BEACON HILL LANE NEW CANNAN CT 06840 TRUSTEE 1 0 NONE 0 NONE 0 539076 18654 5179 562909 0 0 562909 8444 554465 27723 27723 281 281 27442 0 27442 0 27442 25811 0 0 0 0 25811 27442 23634 0 0 0 0 0 0 0 25811 23634 0 0 2177 0 0 0 0 0 0 0 0 25265 0 0 0 0 0 0 0 0 X THE PUTNEY SCHOOL INC 418 HOUGHTON BROOK RD PUTNEY VT 053468675 N/A PC UNRESTRICTED GENERAL 5000 NEW CANAAN YMCA 564 SOUTH AVE NEW CANAAN CT 06840 N/A PC UNRESTRICTED GENERAL 4000 AMERICARES 88 HAMILTON AVE STAMFORD CT 06902 N/A PC UNRESTRICTED GENERAL 4000 KIDS IN CRISIS 1 SALEM ST COS COB CT 06807 N/A PC UNRESTRICTED GENERAL 1000 HOLE IN THE WALL GANG CAMP 555 LONG WHARF RD NEW HAVEN CT 06511 N/A PC UNRESTRICTED GENERAL 2000 FAIRFIELD COUNTY CHILDRENS CHOIR PO BOX 1528 FAIRFIELD CT 06825 N/A PC UNRESTRICTED GENERAL 650 ABC HOUSE PO BOX 355 NEW CANAAN CT 06840 N/A PC UNRESTRICTED GENERAL 5000 FILLING IN THE BLANKS 721 N WILTON RD NEW CANAAN CT 06840 N/A PC UNRESTRICTED GENERAL 1000 WOMEN ENPOWERING WOMEN INSTITUTE INC 21 LOCUST AVENUE SUITE 2A NEW CANAAN CT 06840 N/A PC UNRESTRICTED GENERAL 1000 23650 14 13284 18 10331 23615 23615 false false false false false false false false false false TAX PREPARATION FEE - BOA 1250 750 500 BANK OF AMERICA SEE ATTACHED 464287101 ISHARES S&P 100 19233 56903 464287226 ISHARES CORE U.S. AG 114000 108431 464287499 ISHARES RUSSELL MIDC 27379 60200 464287655 ISHARES TR RUSSELL 2 24726 38005 922908363 VANGUARD 500 INDEX F 21069 56036 22544R305 CREDIT SUISSE COMMOD 26013 22176 921943858 VANGUARD FTSE DEVELO 23439 31083 92203J407 VANGUARD TOTAL INTER 44916 43360 922042858 VANGUARD FTSE EMERGI 19481 20435 78464A664 SPDR PORTFOLIO LONG 38147X325 GOLDMAN SACHS ABSOLU 95653 103964 BANK OF AMERICA CHECKING ACCOU 900 4250 4250 ROUNDING 3 TYE INCOME ADJUSTMENT 1391 EXCISE TAX - PRIOR YEAR 64 0 0 EXCISE TAX ESTIMATES 220 0 0 FOREIGN TAXES ON QUALIFIED FOR 104 104 0 FOREIGN TAXES ON NONQUALIFIED 75 75 0