2026-06-24T09:14:34-05:00 2025-12-31 204754367 THERRIEN & ASSOCIATES PC 195 DANBURY ROAD SUITE 120 WILTON CT 06897 990 2025-05-01 066039258 HORACE STAPLES TRUST HORA 2033415326 CO COHEN AND WOLF PC 320 POST WESTPORT CT 06880 RICHARD J DIVINEY TRUSTEE 2033415326 2026-06-15 1 SCOTT L THERRIEN CPA P00450697 2037629559 2026-06-15 X 2025 2025-03-06 01:10:19Z RICHARD J DIVINEY 320 POST RD WEST WESTPORT CT 06880 72984 0 X N/A X CT DISTRIBUTES ANNUAL INCOME TO THE WESTPORT, CT BOARD OF EDUCATION 3 3 0 0 0 0 0 0 0 0 32531 22055 361 7611 32892 29666 44679 29627 0 0 1000 0 0 0 0 17271 13694 62950 43321 -30058 -13655 708174 695736 0 0 708174 695736 DISTRIBUTION OF INCOME TO THE WESTPORT, CT BOARD OF EDUCATION 0 0 29627 29627 DISTRIBUTION OF FISCAL YEAR END INCOME TO THE WESTPORT,CT BOARD OF EDUCATION 29627 1 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 X 3 3 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 X COHEN & WOLF PC 2033415326 320 POST RD WEST WESTPORT CT 06880 RJ DIVINEY TRUSTEE 1.00 X 0 0 0 SAMUEL GAULT TRUSTEE 1.00 X 0 0 0 THOMAS C HOFSTETTER TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 0 22055 22055 43318 43318 0 0 CAPITAL GAIN DISTRIBUT 7611 7611 7611 29666 0 0 29666 X 29627 29627 4694 4694 2650 2650 5575 5575 300 300 PROBATE FEES 475 475 43321 29627 13694 0 7784 1 700390 695735 708174 695736 0 0 X 722288 722288 0 0 -14114 -26552 708174 695736 708174 695736 X -13655 1217 X 0 0 0 X X 1 WESTPORT CT BOARD OF EDUCATION 066002128 2 1 29627 0 1 29627 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 2139 0 0 0 32892 30883 35031 30883 0 0 0 0 62950 43321 -27919 -12438 932573 673589 22802 0 0 0 955375 673589 0 0 0 955375 673589 14331 10104 941044 663485 32937 23222 0 0 32937 23222 -27919 -23731 32937 32937 0 32937 29627 0 0 0 0 29627 29627 32937 89.950000000000 32937 29627 0 0 0 0 0 0 0 0 0 0 29627 29627 0 0 32937 0 0 0 0 0 0 PART IV, SECTION D, LINE 2 THE ORGANIZATION HAS MAINTAINED AN HISTORIC AND CONTINUING RELATIONSHIP WITH THE SUPPORTED ORGANIZATION BECAUSE THE ORGANIZATION WAS SOLELY ESTABLISHED WITH ITS PURPOSE TO DISTRIBUTE ITS ANNUAL INCOME TO THE SUPPORTED ORGANIZATION. PART V SECTION E, LINE 6 AS PER THE GOVERNING TRUST DOCUMENT, THE TRUST'S FISCAL INCOME IS REQUIRED TO BE DISTRIBUTED ANNUALLY. THE ANNUAL INCOME AMOUNT IS NOT CALCULATED UNTIL AFTER FISCAL YEAR-END AND DISTRIBUTED IN THE SUBSEQUENT FISCAL YEAR. SCH A, SECTION D, LINE 2 ENTITY WAS FORMED AS TRUST WITH TRUSTEES APPOINTED PER TRUST DOCUMENT. 700390 30883 29627 13694 695735 702662 32892 44679 1000 17271 700390 765966 32682 43258 2000 8745 702662 729152 44351 2000 3958 765966 721908 30567 16610 3000 3713 729152 0 0 0 STOCK / BONDS / FUNDS 695735 C 695735 PART V, LINE 4: DISTRIBUTION OF INCOME TO THE WESTPORT, CT BOARD OF EDUCATION 0 WESTPORT BOARD OF EDUCATION POST ROAD WESTPORT CT 06880 066002128 29627 0 FINANCIAL SUPPORT OF EDUCATION PROGRAMS FORM 990 THE ORGANIZATION CHANGED ITS ACCOUNTING PERIOD FROM FYE 4/30 TO 12/31 TO ALIGN WITH CALENDAR YEAR REPORTING. THE CURRENT YEAR IS A SHORT-PERIOD RETURN. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF FORM 990 IS DELIVERED TO A TRUSTEE FOR SIGNATURE FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST ONLY. FORM 990, PART IX, LINE 11G PROBATE ACCOUNTING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,114. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,114. ADVISOR FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 4,461. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,461. FORM 990, PART XI, LINE 9: RETURN OF CAPITAL (ENTERPRISE) 1,217.