2026-06-24T12:23:23-05:00 2025-12-31 472284737 RUSSELL & COMPANY CPAS PC 836 FARMINGTON AVE STE 138 WEST HARTFORD CT 06119 990PF 2025-08-14 392939088 GEH FOUNDATION EMILY B HAINES TRUSTEE GEHF 2039150899 8 BARBERRY LANE MADISON CT 06443 EMILY B HAINES TRUSTEE 2039150899 2026-06-24 1 JAMES RUSSELL CPA P00358547 8608388160 2025 2025-03-06 01:10:19Z X X 1103066 X 71589 3 3 6658 6658 1041209 1285553 1041209 1119459 1047870 0 0 0 1434 1434 0 1434 1434 0 137000 137000 138434 1434 137000 981025 1046436 148495 148495 0 832530 954571 0 981025 1103066 0 0 X 0 0 0 0 0 981025 0 981025 0 981025 0 981025 0 981025 0 981025 ORACLE CORP P 2006-03-24 2025-09-11 645914 26152 619762 619762 FISERV INC P 2006-04-21 2025-09-17 240264 18948 221316 221316 ABBVIE INC P 1999-10-06 2025-09-30 66437 5690 60747 60747 CSX CORP P 2009-03-23 2025-10-21 44274 3519 40755 40755 CSX CORP P 2009-03-23 2025-10-28 64375 5279 59096 59096 BROADCOM INC P 2023-11-28 2025-10-22 46943 3733 43210 43210 VANGUARD GROWTH ETF P 2025-10-28 2025-12-16 48368 49761 -1393 -1393 VANGUARD MID CAP GROWTH ETF P 2025-09-17 2025-12-16 56504 58122 -1618 -1618 VANGUARD RUSSELL 2000 GROWTH ETF P 2025-10-28 2025-12-16 72474 73140 -666 -666 1041209 14545 0 14545 0 14545 0 0 18000 0 18000 360 3095 3095 0 0 0 0 0 0 0 0 0 0 0 1 1 CT 1 0 0 0 0 1 N/A JAMES RUSSELL CPA 8608388160 836 FARMINGTON AVE SUITE 138 WEST HARTFORD CT 06119 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 EMILY B HAINES 8 BARBERRY LANE MADISON CT 06443 TRUSTEE 0.50 0 0 0 NONE 0 NONE 0 0 774041 126682 0 900723 0 0 900723 13511 887212 17015 17015 14545 14545 2470 0 2470 0 2470 137000 0 137000 2470 0 0 0 137000 0 0 0 2470 134530 0 0 134530 0 0 0 0 0 0 0 134530 134530 EMILY B HAINES EMILY B HAINE 8 BARBERRY LANE MADISON CT 06443 2039150899 NO SPECIAL FORM NO DEADLINES NO RISTRICTIONS PORTLAND BOTANICAL GARDENS 120 NW 9TH AVE201 PORTLAND OR 97209 NONE PC GENERAL SUPPORT 100000 WNET THIRTEEN 825 EIGHT AVENUE NEW YORK NY 10019 NONE PC GENERAL SUPPORT 1000 HABITAT FOR HUMANITY NC CT PO BOX 1933 HARTFORD CT 06144 NONE PC GENERAL SUPPORT 500 MADISON COMMUNITY SERVICES 50 MUNGERTOWN ROAD MADISON CT 06443 NONE PC GENERAL SUPPORT 500 MADISON HOSE COMPANY #1 655 BOSTON POST ROAD MADISON CT 06443 NONE PC GENERAL SUPPORT 500 MENUNKATUCK AUDUBON SOCIETY PO BOX 214 GUILFORD CT 06437 NONE PC GENERAL SUPPORT 2000 THE MADISON FOUNDATION PO BOX 446 MADISON CT 06443 NONE PC GENERAL SUPPORT 5000 QUEENS UNIVERSITY 1900 SELWYN AVENUE CHARLOTTE NC 28274 NONE PC GENERAL SUPPORT 10000 SCRANTON LIBRARY 801 BOSTON POST RD MADISON CT 06443 NONE PC GENERAL SUPPORT 10000 CT AUDUBON SOCIETY 2325 BURR STREET FAIRFIELD CT 06824 NONE PC GENERAL SUPPORT 2000 ISLAND INSTITUTE 386 MAIN STREET 3345 ROCKLAND ME 04841 NONE PC GENERAL SUPPORT 2000 FISH OF SAN CAP 2422 PERIWINKLE SAY SANIBEL FL 33957 NONE PC GENERAL SUPPORT 500 MADISON AMBULANCE SOCIETY 9 OLD ROUTE 79 MADISON CT 06443 NONE PC GENERAL SUPPORT 500 SHORELINE SOUP KITCHENS PO BOX 804 ESSEX CT 06426 NONE PC GENERAL SUPPORT 500 FORGOTTEN FELINES 153 HORSE RILL ROAD WESTBROOK CT 06498 NONE PC GENERAL SUPPORT 2000 137000 0 14 3 14 6658 18 1041209 0 1047870 0 1047870 0 0 0 0 0 0 0 0 0 0 X X 1 EMILY B HAINES REV LIVING TRUST 8 BARBERRY LANE MADISON CT 06443 71589 X EQUITY AND COMMON STOCK HOLDINGS HELD AT SCHWAB 832530 954571 INVESTMENT MANAGEMENT FEES 1434 1434 0