2026-03-02T10:40:59-06:00 2025-08-31 472517893 BEERS HAMERMAN COHEN & BURGER PC 234 CHURCH STREET NEW HAVEN CT 06510 990PF 2024-09-01 060552923 THE STONE TRUST CORPORATION C/O EVAN WAX STON 2033027300 44 CHERRY LANE MADISON CT 06443 EVAN WAX TREASURER 2033027300 2026-02-23 1 0 SHARON BRUNE P01318461 2037876527 2026-02-23 2024 2025-03-06 01:10:19Z X 11252544 X 57238 242030 242030 242030 109500 1321594 109500 0 408768 351530 242030 0 0 0 0 25633 5127 5127 20506 48447 0 0 38140 51324 0 0 12643 0 0 12643 7458 0 0 7458 389063 0 0 389094 534568 5127 5127 467841 0 0 534568 5127 5127 467841 -125800 346403 236903 525863 536723 536723 25859 37037 37037 9553689 10061609 10061609 1737687 1120512 661078 617175 617175 10766489 11252544 11252544 5783 2528 5783 2528 X 972053 762883 9788653 10487133 10760706 11250016 10766489 11252544 10760706 -125800 615110 11250016 0 11250016 PUBLICLY TRADED SECURITIES - LT 130588 130588 PUBLICLY TRADED SECURITIES - ST -21088 -21088 109500 -21088 4815 0 4815 0 4815 12229 0 0 0 12229 X 0 7414 7414 0 0 0 0 0 0 0 0 0 0 0 1 1 CT 1 1 0 0 0 1 N/A BEERS HAMERMAN COHEN BURGER PC 2037876527 234 CHURCH STREET NEW HAVEN CT 06510 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JOHN HULLAR 145 HIGH STREET NEW HAVEN CT 06511 PRESIDENT 1.00 0 0 0 EDWARD BARLOW 145 HIGH STREET NEW HAVEN CT 06511 PRESIDENT EMERITUS 1.00 0 0 0 JAMES GREER 145 HIGH STREET NEW HAVEN CT 06511 PRESIDENT EMERITUS 1.00 0 0 0 EVAN WAX 145 HIGH STREET NEW HAVEN CT 06511 VICE PRESIDENT, TREASURER 1.00 0 0 0 SELENE OH 145 HIGH STREET NEW HAVEN CT 06511 VICE PRESIDENT, SECRETARY 1.00 0 0 0 AARON ZELINSKY 145 HIGH STREET NEW HAVEN CT 06511 VICE PRESIDENT 1.00 0 0 0 CAMILLE CHWALEK 145 HIGH STREET NEW HAVEN CT 06511 VICE PRESIDENT 1.00 0 0 0 DOUGLAS HAUSLADEN 145 HIGH STREET NEW HAVEN CT 06511 VICE PRESIDENT 1.00 0 0 0 EMILY BAKEMEIER 145 HIGH STREET NEW HAVEN CT 06511 VICE PRESIDENT 1.00 0 0 0 GREGORY MAROUARD 145 HIGH STREET NEW HAVEN CT 06511 BOARD MEMBER 1.00 0 0 0 CHRISTIAN JENSEN 145 HIGH STREET NEW HAVEN CT 06511 BOARD MEMBER 1.00 0 0 0 COLESON BRUCE 145 HIGH STREET NEW HAVEN CT 06511 BOARD MEMBER 1.00 0 0 0 ELIZABETH BARLOW 145 HIGH STREET NEW HAVEN CT 06511 BOARD MEMBER 1.00 0 0 0 HARRY OLIVAR JR 145 HIGH STREET NEW HAVEN CT 06511 BOARD MEMBER 1.00 0 0 0 HENRY LOUIS GATES JR 145 HIGH STREET NEW HAVEN CT 06511 BOARD MEMBER 1.00 0 0 0 ISABEL ELLIMAN 145 HIGH STREET NEW HAVEN CT 06511 BOARD MEMBER 1.00 0 0 0 J LLOYD SUTTLE 145 HIGH STREET NEW HAVEN CT 06511 BOARD MEMBER 1.00 0 0 0 JOHN CONNELLY 145 HIGH STREET NEW HAVEN CT 06511 BOARD MEMBER 1.00 0 0 0 JONATHAN DACH 145 HIGH STREET NEW HAVEN CT 06511 BOARD MEMBER 1.00 0 0 0 LOUIS POLK JR 145 HIGH STREET NEW HAVEN CT 06511 BOARD MEMBER 1.00 0 0 0 MARIZA SCOTCH 145 HIGH STREET NEW HAVEN CT 06511 BOARD MEMBER 1.00 0 0 0 PENELOPE LAURANS 145 HIGH STREET NEW HAVEN CT 06511 BOARD MEMBER 1.00 0 0 0 ROLAND THOMFORDE 145 HIGH STREET NEW HAVEN CT 06511 BOARD MEMBER 1.00 0 0 0 SHEILA FORD HAMP 145 HIGH STREET NEW HAVEN CT 06511 BOARD MEMBER 1.00 0 0 0 WILLIAM CROWLEY ESQ 145 HIGH STREET NEW HAVEN CT 06511 BOARD MEMBER 1.00 0 0 0 WILLIAM LIGHTEN 145 HIGH STREET NEW HAVEN CT 06511 BOARD MEMBER 1.00 0 0 0 NADINE MOELLER 145 HIGH STREET NEW HAVEN CT 06511 BOARD MEMBER 1.00 0 0 0 PAUL CINCO 145 HIGH STREET NEW HAVEN CT 06511 BOARD MEMBER 1.00 0 0 0 JON WALLS 145 HIGH STREET NEW HAVEN CT 06511 BOARD MEMBER 1.00 0 0 0 ADHYA BEESAM 145 HIGH STREET NEW HAVEN CT 06511 BOARD MEMBER 1.00 0 0 0 NONE 0 NONE 0 PROVIDE A FORUM FOR THE EXERCISE OF STUDENT'S INTELLIGENCE AND THE FORMATION OF THEIR CHARACTER IN THE PRESENCE OF CONTEMPORARY STUDENTS AND WITH THE ADVICE OF FACULTY MEMBERS AS WELL AS OUTSIDE SPEAKERS HAVING MANY DIVERSE INTERESTS AND BACKGROUNDS 467841 0 9604237 644044 0 10248281 0 0 10248281 153724 10094557 504728 X 467841 0 7392 475233 X 236903 248771 206380 210582 902636 201368 211455 175423 178995 767241 475233 257914 256247 186427 1175821 0 0 0 0 0 475233 257914 256247 186427 1175821 0 0 336485 307881 266119 281728 1192213 0 0 0 0 JOHN HULLAR EDWARD BARLOW JAMES GREER CAMILLE CHWALEK X 0 0 14 242030 18 109500 0 351530 0 351530 0 0 0 0 0 0 0 0 0 0 X X 1 JOHN P HULLAR 320 OLIVE ST MENLO PARK CA 94025 10150 X 2 NICHOLAS BRADY PO BOX 1410 EASTON MD 216018927 5000 X ACCOUNTING AND AUDIT FEES 25633 5127 5127 20506 ROOF REPAIR 1987-02-25 9000 9000 SL 15.000000000000 0 0 0 BUILDING ADDITION 1997-08-31 465449 418904 SL 30.000000000000 15515 0 15515 BUILDING 1950-01-01 50000 50000 SL 30.000000000000 0 0 0 PAINTINGS 1985-12-13 2325 2325 PRE 5.000000000000 0 0 0 LAND 1950-01-01 32630 NC 0.000000000000 0 0 0 TV 2000-01-31 1045 1045 SL 5.000000000000 0 0 0 BUILDING RENOVATIONS 1999-11-30 109117 90021 SL 30.000000000000 3637 0 3637 LANDSCAPING 2000-06-07 6482 6482 SL 20.000000000000 0 0 0 FRAMED PICTURES 2000-02-28 1303 1303 SL 5.000000000000 0 0 0 STEREO 2002-05-14 750 750 SL 5.000000000000 0 0 0 BUILDING IMPROVEMENTS 2001-01-01 18177 15501 SL 30.000000000000 606 0 606 ROOF IMPROVEMENTS 2004-12-19 11639 11639 SL 15.000000000000 0 0 0 KITCHEN EQUIPMENT - BALANCE ON PAYMENT AND ADDT'L PARTS 2011-09-19 5469 5469 SL 7.000000000000 0 0 0 LIBRARY FURNITURE 2005-08-23 16450 16450 SL 5.000000000000 0 0 0 LIBRARY TABLES 2016-12-10 10847 8406 SL 10.000000000000 1085 0 1085 ALARM SYSTEM FOR BUILDING 2005-12-03 2120 2120 SL 5.000000000000 0 0 0 TABLES 2005-12-12 1485 1485 SL 5.000000000000 0 0 0 REFRIGERATOR 2005-12-13 3281 3281 SL 5.000000000000 0 0 0 FURNITURE 2006-03-20 4064 4064 SL 5.000000000000 0 0 0 LAMPS 2006-04-05 1108 1108 SL 5.000000000000 0 0 0 LAMPS 2006-06-11 391 391 SL 5.000000000000 0 0 0 NEW ROOF FOR BUILDING 2007-05-01 353686 204352 SL 30.000000000000 11790 0 11790 BOOK AND SNAKE SILVER VASE (1920'S) 2010-12-12 2510 1150 SL 30.000000000000 84 0 84 BUCHANAN ASSOCIATES - COSTS OF RENOVATION STUDIES 2016-02-01 10800 3090 SL 30.000000000000 360 0 360 KITCHEN EQUIPMENT - DEPOSIT 2011-09-15 7065 7065 SL 7.000000000000 0 0 0 KITCHEN PLUMBING AND CABINET INSTALL 2011-09-15 8925 8925 SL 7.000000000000 0 0 0 KITCHEN RENOVATION-REMAINING WORK 2011-09-15 25723 25723 SL 7.000000000000 0 0 0 RENOVATION STUDIES 2016-02-01 55746 12269 SL 39.000000000000 1429 0 1429 FURNISH AND INSTALL WALL TO DISPLAY CUPS 2012-08-31 15000 12000 SL 15.000000000000 1000 0 1000 KITCHEN RENOVATION, NON-EQUIPMENT COSTS 2011-09-15 4332 1877 SL 30.000000000000 144 0 144 DISHWASHER 2012-11-12 4631 4631 SL 5.000000000000 0 0 0 PETRA CONSTRUCTION CO 2016-02-01 6900 1519 SL 39.000000000000 177 0 177 BUCHANAN ASSOCIATES ARCHITECTS 2016-02-01 13225 2911 SL 39.000000000000 339 0 339 BOILER IMPROVEMENTS - NEW FITTING AND PIPE RAISED OFF FLOOR, RE-PIPE B 2014-03-30 4025 4025 SL 7.000000000000 0 0 0 STAIRWELL AND WALL IMPROVEMENTS 2014-08-01 23535 9492 SL 25.000000000000 941 0 941 BREAKFAST WOODWORKS TABLE 2015-11-04 13372 11812 SL 10.000000000000 1337 0 1337 RAILING & WELDING 2014-10-07 8136 3227 SL 25.000000000000 325 0 325 AUTOMATIC DOORS 2015-04-22 17133 6396 SL 25.000000000000 685 0 685 GREAT ROOM RUGS 2015-06-04 7944 7944 SL 5.000000000000 0 0 0 FIRE SUPPRESSION SYSTEM 2016-08-02 88526 28623 SL 25.000000000000 3541 0 3541 BATHROOM REMODEL 2017-08-21 6762 1214 SL 39.000000000000 173 0 173 BREAFAST WOODWORKS - TABLE 2015-11-04 11775 10401 SL 10.000000000000 1178 0 1178 K&M CONSTRUCTION PROJECT WORK 2015-12-23 3438 764 SL 39.000000000000 88 0 88 GENOVESE & MASSARO REPLACED AIR HANDLER 2016-03-02 1980 432 SL 39.000000000000 51 0 51 GENOVESE & MASSARO ELECTRICAL WORK FOR STOVE 2016-07-17 3300 684 SL 39.000000000000 85 0 85 SOFA 2017-08-11 1375 974 SL 10.000000000000 138 0 138 CARPET 2017-08-25 10249 7175 SL 10.000000000000 1025 0 1025 OVAL TABLE 2017-11-13 5495 5495 SL 5.000000000000 0 0 0 PLAQUE DESIGN 2018-01-01 3750 3750 SL 5.000000000000 0 0 0 BATHROOM REMODEL TILE 2017-09-01 6268 6268 SL 5.000000000000 0 0 0 TOTAL DESIGN SOURCE - DESIGN AND SOURCING CARPET 2017-10-05 2781 1924 SL 10.000000000000 278 0 278 ELECTRICAL/PLUMBING BATHROOM REMODEL 2017-09-01 4823 4823 SL 5.000000000000 0 0 0 CLOSET REMODEL - TILE 2019-08-01 4164 4164 SL 5.000000000000 0 0 0 CLOSET REMODEL 2018-12-01 7601 1121 SL 39.000000000000 195 0 195 BOGEART CONSTRUCTION 2019-09-19 9470 1204 SL 39.000000000000 243 0 243 ROOF JOINT REPLACEMENTS 2019-10-25 1840 230 SL 39.000000000000 47 0 47 STAIRS REPLACEMENT 2020-01-24 3032 360 SL 39.000000000000 78 0 78 COAL BIN ROOF REPAIR 2020-06-02 14555 1571 SL 39.000000000000 373 0 373 LANDSCAPE ARCHITECTURE SITE DEVELOPMENT 2020-08-20 5800 1560 SL 15.000000000000 390 0 390 DONATED SCULPTURE 2021-08-31 184333 L 0.000000000000 0 0 0 ART EMPORIUM (FRAMES) 2024-04-09 1796 1185 SL 5.000000000000 359 0 359 ART EMPORIUM (FRAMES) 2024-05-21 1796 1185 SL 5.000000000000 359 0 359 TOTAL DESIGN SOURCE (NEW FURNITURE) 2024-08-19 9568 5932 SL 5.000000000000 1914 0 1914 TOTAL DESIGN SOURCE (NEW FURNITURE) 2024-09-26 7392 SL 5.000000000000 1355 0 1355 TOTAL BROKERAGE PROCEEDS FOR LN 6B PURCHASED 1321594 1321594 COST 0 MUTUAL FUNDS (RESTRICTED) FMV 1589298 1589298 EXCHANGE TRADED FUNDS (RESTRICTED) FMV 4179634 4179634 MUTUAL FUNDS (TEMP. RESTRICTED) FMV 912159 912159 EXCHANGE TRADED FUNDS (TEMP. RESTRICTED) FMV 3380518 3380518 ROOF REPAIR 9000 9000 0 BUILDING ADDITION 465449 434419 31030 BUILDING 50000 50000 0 PAINTINGS 2325 2325 0 LAND 32630 0 32630 TV 1045 1045 0 BUILDING RENOVATIONS 109117 93658 15459 LANDSCAPING 6482 6482 0 FRAMED PICTURES 1303 1303 0 STEREO 750 750 0 BUILDING IMPROVEMENTS 18177 16107 2070 ROOF IMPROVEMENTS 11639 11639 0 KITCHEN EQUIPMENT - BALANCE ON PAYMENT AND ADDT'L PARTS 5469 5469 0 LIBRARY FURNITURE 16450 16450 0 LIBRARY TABLES 10847 9491 1356 ALARM SYSTEM FOR BUILDING 2120 2120 0 TABLES 1485 1485 0 REFRIGERATOR 3281 3281 0 FURNITURE 4064 4064 0 LAMPS 1108 1108 0 LAMPS 391 391 0 NEW ROOF FOR BUILDING 353686 216142 137544 BOOK AND SNAKE SILVER VASE (1920'S) 2510 1234 1276 BUCHANAN ASSOCIATES - COSTS OF RENOVATION STUDIES 10800 3450 7350 KITCHEN EQUIPMENT - DEPOSIT 7065 7065 0 KITCHEN PLUMBING AND CABINET INSTALL 8925 8925 0 KITCHEN RENOVATION-REMAINING WORK 25723 25723 0 RENOVATION STUDIES 55746 13698 42048 FURNISH AND INSTALL WALL TO DISPLAY CUPS 15000 13000 2000 KITCHEN RENOVATION, NON-EQUIPMENT COSTS 4332 2021 2311 DISHWASHER 4631 4631 0 PETRA CONSTRUCTION CO 6900 1696 5204 BUCHANAN ASSOCIATES ARCHITECTS 13225 3250 9975 BOILER IMPROVEMENTS - NEW FITTING AND PIPE RAISED OFF FLOOR, RE-PIPE B 4025 4025 0 STAIRWELL AND WALL IMPROVEMENTS 23535 10433 13102 BREAKFAST WOODWORKS TABLE 13372 13149 223 RAILING & WELDING 8136 3552 4584 AUTOMATIC DOORS 17133 7081 10052 GREAT ROOM RUGS 7944 7944 0 FIRE SUPPRESSION SYSTEM 88526 32164 56362 BATHROOM REMODEL 6762 1387 5375 BREAFAST WOODWORKS - TABLE 11775 11579 196 K&M CONSTRUCTION PROJECT WORK 3438 852 2586 GENOVESE & MASSARO REPLACED AIR HANDLER 1980 483 1497 GENOVESE & MASSARO ELECTRICAL WORK FOR STOVE 3300 769 2531 SOFA 1375 1112 263 CARPET 10249 8200 2049 OVAL TABLE 5495 5495 0 PLAQUE DESIGN 3750 3750 0 BATHROOM REMODEL TILE 6268 6268 0 TOTAL DESIGN SOURCE - DESIGN AND SOURCING CARPET 2781 2202 579 ELECTRICAL/PLUMBING BATHROOM REMODEL 4823 4823 0 CLOSET REMODEL - TILE 4164 4164 0 CLOSET REMODEL 7601 1316 6285 BOGEART CONSTRUCTION 9470 1447 8023 ROOF JOINT REPLACEMENTS 1840 277 1563 STAIRS REPLACEMENT 3032 438 2594 COAL BIN ROOF REPAIR 14555 1944 12611 LANDSCAPE ARCHITECTURE SITE DEVELOPMENT 5800 1950 3850 DONATED SCULPTURE 184333 0 184333 ART EMPORIUM (FRAMES) 1796 1544 252 ART EMPORIUM (FRAMES) 1796 1544 252 TOTAL DESIGN SOURCE (NEW FURNITURE) 9568 7846 1722 TOTAL DESIGN SOURCE (NEW FURNITURE) 7392 1355 6037 UNDERGRADUATE EDUCATION 296622 0 0 296622 INSURANCE 31784 0 0 31784 CONFERENCES & MEETINGS 13005 0 0 13005 MISCELLANEOUS 1034 0 0 1034 OFFICE EXPENSE 12662 0 0 12693 REPAIRS 31956 0 0 31956 SPECIAL EVENTS 2000 0 0 2000 UNREALIZED GAIN ON INVESTMENTS 615110 ACCRUED TAXES 5783 0 CREDIT CARD PAYABLE 0 2528 EXCISE TAX EXPENSE PER BOOKS 10307 0 0 0 PROPERTY TAXES 38140 0 0 38140