2025-02-11T15:19:48-06:00 2024-09-30 410746749 CLIFTONLARSONALLEN LLP 2 ENTERPRISE DRIVE SHELTON CT 06484 990PF 2023-10-01 061188156 E CLAYTON AND EDITH P GENGRAS JR FOUNDATION INC ECLA 8602893461 60 HARTLAND STREET 4TH FLOOR EAST HARTFORD CT 061083250 EDITH P GENGRAS PRES/DIRECTOR 8602893461 2025-01-24 1 0 STEFANIA BARTLETT P01688327 2039442100 2025-01-27 2023 2025-03-06 01:10:19Z X 2313962 X 270942 62468 62468 6931 746934 80019 340341 142487 0 0 0 2783 1392 1391 5790 5790 0 84 0 84 8657 7182 1475 444533 444533 453190 7182 446008 -112849 135305 7248 4383 4383 830167 26023 26023 1230071 1924231 2283556 2067486 1954637 2313962 0 0 X 0 0 0 0 2067486 1954637 2067486 1954637 2067486 1954637 2067486 -112849 0 1954637 0 1954637 CHARLES SCHWAB #3516 PUBLICLY TRADED SECURITIES - DONATED D 2024-09-30 136429 30533 105896 105896 CHARLES SCHWAB #3516 PUBLICLY TRADED SECURITIES - PURCHASED P 2024-09-30 600939 636382 -35443 -35443 CAPITAL GAINS DIVIDENDS P 9566 9566 9566 80019 1881 0 1881 0 1881 4463 0 0 0 4463 0 2582 2582 0 0 0 0 0 0 0 0 0 0 0 1 1 CT 1 0 0 0 0 1 N/A E CLAYTON GENGRAS JR 8602893461 60 HARTLAND STREET 4TH FLOOR EAST HARTFORD CT 061083250 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 EDITH P GENGRAS 60 HARTLAND STREET 4TH FLOOR EAST HARTFORD CT 061083250 PRES/DIRECTOR 1.00 0 0 0 E CLAYTON GENGRAS JR 60 HARTLAND STREET 4TH FLOOR EAST HARTFORD CT 061083250 SCTY/DIRECTOR 1.00 0 0 0 MERRILY MOYNIHAN 60 HARTLAND STREET 4TH FLOOR EAST HARTFORD CT 061083250 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 1964071 270228 0 2234299 0 0 2234299 33514 2200785 110039 110039 1881 1881 108158 0 108158 0 108158 446008 0 446008 108158 0 0 104268 97667 104306 242775 110735 659751 446008 0 0 0 108158 337850 0 0 997601 0 0 0 0 0 0 104268 893333 97667 104306 242775 110735 337850 EDITH P GENGRAS E CLAYTON GENGRAS JR E CLAYTON EDITH P GENGRAS JR FOUNDA 60 HARTLAND STREET 4TH FLOOR EAST HARTFORD CT 061083250 8602893461 THE FOUNDATION REQUIRES THE NAME OF THE ORGANIZATION, ALONG WITH THEIR ADDRESS, TELEPHONE NUMBER AND AMOUNT REQUESTED. DETAILS OF THE SPECIFIC PURPOSE OF THE GRANT AND VERIFICATION OF THE TAX-EXEMPT STATUS OF THE DONEE. NONE GRANTS ARE LIMITED TO 501(C)(3) PUBLIC CHARITIES BABSON COLLEGE 231 FOREST STREET BABSON PARK MA 024570310 PC EDUCATION SUPPORT 2000 BOYS AND GIRLS CLUBS OF HARTFORD 170 SIGOURNEY STREET HARTFORD CT 06105 PC TO INSPIRE AND ENABLE ALL YOUNG PEOPLE, ESPECIALLY THOSE FROM DISADVANTAGED CIRCUMSTANCES, TO REALIZE THEIR FULL POTENTIAL AS PRODUCTIVE, RESPONSIBLE AND CARING CITIZENS. 10000 FENWICK IMPROVEMENT FUND INC 23 RUSSELL STREET MILTON MA 021863510 PC SUPPORT OF THE ERECTION AND MAINTENANCE OF PUBLIC BUILDINGS, MONUMENTS OR WORKS IN THE BOROUGH OF FENWICK. RESTORATION OF DUNES, WILDLIFE, TREES RESULTING FROM STORM DAMAGE. IMPROVEMENTS AND REPAIRS TO THE BEACH IN THE BOROUGH OF FENWICK. ACQUISITION OF TREES FOR PLANTING ON PUBLIC LAND. 1500 GIRL SCOUTS OF CONNECTICUT 340 WASHINGTON STREET HARTFORD CT 06106 PC SUPPORT FOR PROGRAMS FOCUSED ON LEADERSHIP DEVELOPMENT THAT BUILD GIRLS OF COURAGE, CONFIDENCE AND CHARACTER 250 HEATHCOTE BOTANICAL GARDENS 210 SAVANNAH ROAD FORT PIERCE FL 34982 PC TO EDUCATE AND INSPIRE BY PROVIDING A PLACE OF BOTANICAL BEAUTY AND TO SERVE AS A RESOURCE FOR THE CONSERVATION OF OUR ENVIRONMENT 12000 HIGH 5 ADVENTURE LEARNING CENTER 130 AUSTINE DRIVE 170 BRATTLEBORO VT 05301 PC SUPPORT OF NON-PROFIT EDUCATIONAL ORGANIZATION DEDICATED TO HELPING INDIVIDUALS, TEAMS, SCHOOLS AND COMMUNITIES USE EXPERIENTIAL EDUCATION AS AN EFFECTIVE TOOL FOR ACHIEVING THEIR GOALS 100 KATHERINE HEPBURN CULTURAL ARTS CENTER 300 MAIN STREET OLD SAYBROOK CT 06475 PC SUPPORT TO PROVIDE A HISTORICALLY RESTORED VENUE TO PRESENT CULTURAL ARTS PERFORMANCES FOR THE ENJOYMENT, CULTURAL ENRICHMENT, AND EDUCATION OF TODAY'S AND FUTURE GENERATIONS OF CITIZENS OF ALL AGES 2500 LYNDE POINT LAND TRUST 44 SEQUASSEN AVENUE OLD SAYBROOK CT 06475 PC CONSERVES LAND AND ENHANCES THE BOROUGH OF FENWICK THROUGH VARIOUS PROGRAMS SUCH AS BIRD NEST ENHANCEMENT/MONITORING PROJECT AND MARSH AND LAND MANAGEMENT 100 NEW BRITAIN INDUSTRIAL MUSEUM 59 WEST MAIN STREET NEW BRITAIN CT 06051 PC TO COLLECT, PRESERVE AND EXHIBIT TO THE GENERAL PUBLIC EXAMPLES OF INDUSTRIAL ARTIFACTS REPRESENTATIVE OF THE INGENUITY AND CREATIVENESS OF GENERATIONS OF HARDWARE CITY PEOPLE IN A CONTINUING EFFORT BOTH TO CULTIVATE AWARENESS OF THEIR PAST PRODUCTIVITY AND TO INSPIRE FUTURE INDUSTRIAL ACCOMPLISHMENT 100 NEW BRITAIN MUSEUM OF AMERICAN ART 56 LEXINGTON STREET NEW BRITAIN CT 06052 PC COLLECTS AND EXHIBITS WORKS BY AMERICAN ARTISTS, OFFERS EDUCATIONAL PROGRAMS, AND PRESENTS CHANGING EXHIBITIONS 100 OLD SAYBROOK HISTORICAL SOCIETY PO BOX 4 OLD SAYBROOK CT 06475 PC PRESERVES, PROTECTS AND PROMOTES THE HISTORY OF THE TOWN OF OLD SAYBROOK AND SAYBROOK COLONY. IT OWNS AND MAINTAINS A CAMPUS CONSISTING OF THE 1767 GENERAL WILLIAM HART HOUSE AND EXHIBIT GALLERY, THE FRANK S. BUTTENDORF BUILDING FOR ARCHIVES, RESEARCH AND OFFICES, AND A BARN FOR COLLECTIONS STORAGE 100 POMFRET SCHOOL 398 POMFRET STREET POMFRET CENTER CT 06259 PC SUPPORT OF INDEPENDENT, COEDUCATIONAL COLLEGE PREPARATORY EDUCATION AND RELATED SERVICES 63333 PROVIDENCE COLLEGE HARKINS HALL 412 ONE CUNNINGHAM SQUARE PROVIDENCE RI 02918 PC EDUCATIONAL SUPPORT 2000 RENBROOK SCHOOL INCORPORATED 2865 ALBANY AVENUE WEST HARTFORD CT 061171807 PC AN INDEPENDENT DAY SCHOOL FOR PRESCHOOL THROUGH EIGHTH GRADE STUDENTS. THEIR MISSION IS TO HELP ALL OF THEIR STUDENTS FULFILL THEIR UNIQUE POTENTIAL 201500 THE BANNER LAKE CLUB PO BOX 1875 HOBE SOUND FL 334751875 PC TO IMPROVE THE QUALITY OF LIFE FOR HOBE SOUND RESIDENTS, ESPECIALLY THOSE IN THE BANNER LAKE COMMUNITY REQUIRING FINANCIAL, SOCIAL, AND EDUCATIONAL SUPPORT. PROVIDE EDUCATIONAL AND SOCIAL EVENTS FOR CHILDREN IN THE AREA OF THE BANNER LAKE COMMUNITY. PERPETUATE CHARITABLE, SOCIAL AND EDUCATIONAL OPPORTUNITIES IN THE COMMUNITY 250 THE LIBRARY FOUNDATION OF MARTIN COUNTY INC 2351 SE MONTEREY ROAD STUART FL 34996 PC SUPPORT AND ADVANCE PROGRAMS, SERVICES, AND FACILITIES OF THE MARTIN COUNTY LIBRARY SYSTEM. THE ORGANIZATION OFFERS LITERACY PROGRAMS FOR CHILDREN INCLUDING 1000 BOOKS BEFORE KINDERGARTEN, 1000 BLACK GIRL BOOKS, READY, SET GO!, AND DOLLY PARTON'S IMAGINATION LIBRARY 500 THE LOBLOLLY COMMUNITY FOUNDATION 7407 SE HILL TERRACE HOBE SOUND FL 33455 PC SUPPORTS THE EDUCATIONAL, HEALTH AND WELFARE NEEDS OF THE HOBE SOUND AND MARTIN COUNTY COMMUNITY. IT PROVIDES FINANCIAL SUPPORT TO CHARITABLE ORGANIZATIONS THAT CATER TO THE WELFARE NEEDS OF THIS AREA. ADDITIONALLY, IT HAS THE CHARLES MILLARD FUND THAT TAKES CARE OF EMERGENCY, EDUCATIONAL AND MEDICAL NEEDS OF LOBLOLLY COMMUNITY EMPLOYEES AND THEIR FAMILIES 600 THE LYRIC THEATRE 59 SW FLAGLER AVENUE STUART FL 34994 PC SUPPORT OF THE ARTS 100 BERKSHIRE SCHOOL 245 N UNDERMOUNTAIN ROAD SHEFFIELD MA 01257 PC SUPPORT FOR ACADEMIC, ARTISTIC & ATHLETIC 5000 CONNECTICUT CHILDREN MEDICAL CENTER FOUNDATION 282 WASHINGTON STREET HARTFORD CT 06106 PC SUPPORT OF THE MEDICAL CENTER 50000 HARTFORD HEALTHCARE INSTITUTE OF LIVING 200 RETREAT AVENUE HARTFORD CT 06106 PC TO SUPPORT THE CONTINUUM OF CARE ACROSS THE SPECTRUM OF BEHAVIORAL HEALTH SERVICES, WITH A STRONG COMMITMENT TO PATIENT CARE ACROSS THE LIFESPAN 25000 HARTFORD HOSPITAL 80 SYMOUR STREET HARTFORD CT 06106 PC MEDICAL SUPPORT 1000 ITHACA COLLEGE ATHLETICS ANNUAL FUND 953 DANBY ROAD ITHACA NY 14850 PC SUPPORT OF THE ITHACA COLLEGE WOMEN'S SOCCER PROGRAM 5000 MIDDLESEX SCHOOL 1400 LOWELL ROAD CONCORD MA 01742 PC EDUCATION SUPPORT 1000 PUERTO RICO LACROSSE 2055 FLATBUSH AVENUE BROOKLYN NY 11234 PC TO SUPPORT MENTORSHIP AND YOUTH DEVELOPMENT, INTRODUCING LACROSSE TO THE ISLAND AND NURTURING ITS GROWTH 5000 SMITH COLLEGE COLLEGE HALL 204 10 ELM STREET NORTHAMPTON MA 01063 PC EDUCATION SUPPORT 500 UNIVERSITY OF SAINT JOSEPH 1678 ASYLUM AVENUE WEST HARTFORD CT 06117 PC EDUCATION SUPPORT - $5,000 TOWARDS GENERAL SUPPORT AND $50,000 TO THE GENGRAS CENTER 55000 444533 0 14 62468 18 6931 0 69399 0 69399 0 0 0 0 0 0 0 0 0 0 X X 1 GENGRAS MOTOR CARS INC 60 HARTLAND STREET 4TH FLOOR EAST HARTFORD CT 061083250 250050 X 2 EDITH P GENGRAS 6581 SE MOURNING DOVE WAY HOBE SOUND FL 33455 20892 X 2 90 SHS EXXON MOBIL CORP (10/18/23) & 85 SHS EXXON MOBIL CORP (4/18/24) 20892 2024-04-18 ACCOUNTING FEES 2783 1392 1391 ISHARES MSCI EAFE ETF AT COST 146536 172695 APPLE INC. AT COST 90249 139800 ISHARES CORE S&P MID-CAP ETF AT COST 66320 79333 G Q G PARTNERS EMERGING MARKETS EQUITY INST. AT COST 60015 81372 ARTISAN HIGH INCOME ADVISOR AT COST 29687 31411 BAIRD AGGREGATE BOND INST. AT COST 299283 314772 BLACKROCK STRATEGIC INCOME OPPS. INSTL. AT COST 63013 66942 PIMCO RAE EMERGING MARKETS INSTL. AT COST 87625 107461 SCHWAB US MID-CAP INDEX AT COST 94461 118146 HARBOR CORE BOND RETIREMENT AT COST 298561 305926 CONESTOGA SMALL CAP INSTUTIONAL AT COST 55262 65617 DODGE & COX INTERNATIONAL STOCK I AT COST 50000 57383 DWS RREEF REAL ASSETS INST. AT COST 50276 56372 HOTCHKIS & WILEY SM CP DIVERS. VAL. I AT COST 57397 63931 J. HANCOCK INTERNATIONAL DYNAMIC GR. I AT COST 80000 101196 SCHWAB INTERNATIONAL INDEX AT COST 51838 64904 SCHWAB S&P 500 INDEX AT COST 343708 456295 MISCELLANEOUS EXPENSE 34 0 34 SECRETARY OF STATE 50 0 50 INVESTMENT FEES 5790 5790 0