2026-07-22T13:32:15-05:00 2026-03-31 060312590 CUMMINGS & LOCKWOOD LLC 75 ISHAM 400 W HARTFORD CT 06107 990PF 2025-04-01 223139258 JOHN AND KELLY HARTMAN FOUNDATION JOHN 8603134930 CUMMINGS LOCKWOOD 75 ISHAM RD 40 WEST HARTFORD CT 06107 PAUL L BOURDEAU TRUSTEE 8603134930 2026-07-22 1 MARSHA FISHER P01823506 8603134900 2025 2025-03-06 01:10:19Z X 11741566 X X 80187 80187 197354 197354 194945 195043 194945 472486 472486 0 0 0 73984 73984 0 73984 73984 0 15413 271 0 1497 35 50 164878 148274 50 549000 549000 713878 148274 549050 -241392 324212 2649764 2267424 2267424 6477623 6618544 9474142 9127387 8885968 11741566 0 0 X 1111458 1111458 0 0 8015929 7774510 9127387 8885968 9127387 8885968 9127387 -241392 0 8885995 27 8885968 ROYAL GOLD, INC. .5 SHS 2020-12-07 2025-10-21 93 98 -5 -5 ROYAL GOLD, INC. .BASIS ADJUSTMENT 2025-10-20 114535 114535 114535 CAPITAL GAINS DIVIDENDS P 80415 80415 80415 194945 4507 0 4507 0 4507 8872 0 0 0 8872 0 4365 4365 0 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 0 0 0 1 N/A PAUL L BOURDEAU ESQ 8603134930 75 ISHAM RD STE 400 WEST HARTFORD CT 06107 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LARRY BIEHL CUMMINGS LOCKWOOD 75 ISHAM RD STE 400 WEST HARTFORD CT 06107 TRUSTEE 0.00 0 0 0 PAUL L BOURDEAU CUMMINGS LOCKWOOD 75 ISHAM RD STE 400 WEST HARTFORD CT 06107 TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 0 9134924 2414476 0 11549400 0 0 11549400 173241 11376159 568808 568808 4507 4507 564301 0 564301 0 564301 549050 0 549050 564301 66968 0 0 549050 66968 0 0 482082 0 0 0 0 0 0 0 0 82219 0 0 0 PAUL L BOURDEAU ESQ CUMMINGS LOCKWO 75 ISHAM ROAD SUITE 400 W HARTFORD CT 06107 8603134930 LETTER NONE NONE AMERICAN PRAIRIE FOUNDATION C/O NATIONAL DISCOVERY CENTER 302 W MAIN STREET LEWSTOWN MT 59457 NONE PC CURRENT USE FOR CHARITABLE PURPOSES 15000 AMERICAN SCHOOL FOR THE DEAF 139 NORTH MAIN STREET WEST HARTFORD CT 06107 NONE PC CURRENT USE FOR CHARITABLE PURPOSES 1000 BIG BROTHERS BIG SISTERS OF CONNECTICUT 30 LAUREL STREET HARTFORD CT 06106 NONE PC CURRENT USE FOR CHARITABLE PURPOSES 1000 BOSTON UNIVERSITY TRUSTEES OF 595 COMMONWEALTH AVENUE SUITE 700 BOSTON MA 02215 NONE PC CURRENT USE FOR CHARITABLE PURPOSES 2000 BRIDGE FAMILY CENTER INC THE 1022 FARMINGTON AVENUE WEST HARTFORD CT 06107 NONE PC CURRENT USE FOR CHARITABLE PURPOSES 2500 CAPITAL CLASSICS INC PO BOX 370096 WEST HARTFORD CT 06137 NONE PC CURRENT USE FOR CHARITABLE PURPOSES 7500 CAPITOL SQUASH INC 300 SUMMIT STREET HARTFORD CT 06106 NONE PC CURRENT USE FOR CHARITABLE PURPOSES 1000 CENTER FOR CHILDREN'S ADVOCACY 65 ELIZABETH STREET HARTFORD CT 06105 NONE PC CURRENT USE FOR CHARITABLE PURPOSES 1000 DUKE UNIVERSITY ALUMNI DEVELOPMENT RECORDS DURHAM NC 27708 NONE PC CURRENT USE FOR CHARITABLE PURPOSES 20000 EXCHANGE CLUB OF NEW CANAAN FOUNDATION INC PO BOX 1163 NEW CANAAN CT 06840 NONE PC CURRENT USE FOR CHARITABLE PURPOSES 500 GREATER HARTFORD LEGAL AID FOUNDATION INC 999 ASYLUM AVENUE FL3 HARTFORD CT 06105 NONE PC CURRENT USE FOR CHARITABLE PURPOSES 1000 HARTFORD STAGE COMPANY INC 50 CHURCH STREET HARTFORD CT 06103 NONE PC CURRENT USE FOR CHARITABLE PURPOSES 102500 HILL-STEAD MUSEUM 35 MOUNTAIN ROAD FARMINGTON CT 06032 NONE PC CURRENT USE FOR CHARITABLE PURPOSES 2000 JOHN'S ISLAND COMMUNITY SERVICE LEAGUE INC 4445 HIGHWAY A1A SUITE 234 VERO BEACH FL 32963 NONE PC CURRENT USE FOR CHARITABLE PURPOSES 2500 MARK TWAIN HOUSE & MUSEUM THE 351 FARMINGTON AVENUE HARTFORD CT 06105 NONE PC CURRENT USE FOR CHARITABLE PURPOSES 7500 MIDWEST FOOD BANK NFP MIDWEST FOOD BANK NEW ENGLAND 2031 WAREHOUSE ROAD NORMAL IL 61761 NONE PC CURRENT USE FOR CHARITABLE PURPOSES 1000 OPEN HEARTH ASSOCIATION THE 150 CHARTER OAK AVENUE HARTFORD CT 06106 NONE PC CURRENT USE FOR CHARITABLE PURPOSES 1000 OUR COMPANIONS DOMESTIC ANIMAL SANCTUARY INC PO BOX 956 MANCHESTER CT 06045 NONE PC CURRENT USE FOR CHARITABLE PURPOSES 500 PAN-MASSACHUSETTS CHALLENGE INC(DANA-FARBER CANCER INSTITUTE INC) 77 FOURTH AVENUE NEEDHAM MA 02494 NONE PC CURRENT USE FOR CHARITABLE PURPOSES 250 PEGASUS THERAPEUTIC RIDING INC 310 PEACH LAKE RD BREWSTER NY 10509 NONE PC CURRENT USE FOR CHARITABLE PURPOSES 1000 PLAYHOUSE THEATRE GROUP INC 244 PARK ROAD WEST HARTFORD CT 06119 NONE PC CURRENT USE FOR CHARITABLE PURPOSES 1500 POSITIVE CONNECTIVION INITIATIVE INC 10 UPLAND ROAD N BEDFORD NY 10506 NONE PC CURRENT USE FOR CHARITABLE PURPOSES 10000 RIVERSIDE THEATREINC 3250 RIVERSIDE PARK DRIVE VERO BEACH FL 32963 NONE PC CURRENT USE FOR CHARITABLE PURPOSES 27500 ROCKY HILL FOOTBALL BOOSTERS FOUNDATION INC 175 ELM STREET ROCKY HILL CT 06067 NONE PC CURRENT USE FOR CHARITABLE PURPOSES 250 RONALD MCDONALD HOUSE CHARITIES OF THE INLAND NORTHWEST 1015 W 5TH AVENUE SPOKANE WA 99204 NONE PC CURRENT USE FOR CHARITABLE PURPOSES 500 SENIORS JOB BANK INC 50 SOUTH MAIN STREET STE 216 WEST HARTFORD CT 06107 NONE PC CURRENT USE FOR CHARITABLE PURPOSES 1000 SILICON VALLEY COMMUNITY FOUNDATION BULGARIAN ENTREPRENEURSHIP CENTER 444 CASTRO STREET STE 140 MOUNTAIN VIEW CA 94041 NONE PC CURRENT USE FOR CHARITABLE PURPOSES 295000 ST BALDRICK'S FOUNDATION INC 1333 S MAYFLOWER AVENUE SUITE 400 MONROVIA CA 91016 NONE PC CURRENT USE FOR CHARITABLE PURPOSES 1000 THEATERWORKS INC 233 PEARL STREET HARTFORD CT 06103 NONE PC CURRENT USE FOR CHARITABLE PURPOSES 40000 TRINITY ACADEMY OF HARTFORD 10 WOODLAND STREET HARTFORD CT 06105 NONE PC CURRENT USE FOR CHARITABLE PURPOSES 1000 YMCA OF METROPOLITAN HARTFORD INC 50 STATE HOUSE SQUARE 2ND FL HARTFORD CT 06103 NONE PC CURRENT USE FOR CHARITABLE PURPOSES 500 549000 0 14 80187 14 197354 18 194945 0 472486 0 472486 0 0 0 0 0 0 0 0 0 0 CORPORATE STOCKS AND MUTUAL FUNDS THRU CHARLES SCHWAB 6618544 9474142 CUMMINGS & LOCKWOOD LLC, LEGAL,ACCOUNTING & TRUSTEES FEES 73984 73984 0 VARIOUS - BASIS ADJUSTMENT 27 GUIDESTAR SUBSCRIPTION FEE 50 0 50 FEDERAL EXPRESS POSTAGE AND SHIPPING 35 35 0 MEETING EXPENSES 1412 0 0 KRITZER-BIEHL, INC. INVESTMENT ADVISORY & TRUSTEES FEES 73984 73984 0 FOREIGN TAX PAID 271 271 0 US TREASURY 2024 TAX DUE 6270 0 0 US TREASURY 2025 ESTIMATED TAX 8872 0 0