2026-09-09T11:33:40-05:00 2026-04-30 060312590 Cummings & Lockwood LLC 75 Isham 400 W Hartford CT 06107 990PF 2025-05-01 873660935 Boucher Family Foundation BOUC 8603134919 75 Isham Road Ste 400 West Harford CT 06107 Kelley Galica Peck Esq Trustee 8603134919 2026-09-09 1 Catherine Lee Schettini P01963499 8603134900 2025 X 8751035 X X 170184 170184 82805 1363525 82805 252989 252989 0 0 0 18777 0 0 6311 2665 0 26821 26821 0 51909 29486 0 385000 385000 436909 29486 385000 -183920 223503 105411 125981 125981 1595 18751 18751 2921491 2722759 5730563 2458225 2466003 2824891 45621 26303 50849 5532343 5359797 8751035 0 0 X 0 0 0 0 5532343 5359797 5532343 5359797 5532343 5359797 5532343 -183920 11374 5359797 0 5359797 ST GL 050125 - 123125 P 334444 365897 -31453 -31453 ST GL 010126 - 043026 P 179604 199100 -19496 -19496 LT GL 050125 - 123125 P 618686 531075 87611 87611 LT GL 010126 - 043026 P 223976 184648 39328 39328 Capital Gains Dividends P 6815 6815 6815 82805 3107 0 3107 0 3107 2760 0 0 0 2760 0 347 0 0 0 0 0 0 0 0 0 0 1 1 CT 1 0 0 0 0 1 N/A Kelley Galica Peck Esq 8603134919 75 Isham Road 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 Antonietta Boucher 5 Wicks End Lane Wilton CT 06897 Trustee 0.00 0 0 0 Kelley Galica Peck Cummings Lockwood 75 Isham Rd Ste 400 West Hartford CT 06107 Trustee 0.00 0 0 0 NONE 0 NONE 0 0 8197775 124975 0 8322750 0 0 8322750 124841 8197909 409895 409895 3107 3107 406788 0 406788 0 406788 385000 0 385000 406788 12691 0 0 385000 12691 0 0 372309 0 0 0 0 0 0 0 0 34479 0 0 0 X Bridgeport Rescue Mission 1088 Fairfield Avenue Bridgeport CT 06605 None PC Current Use for General Charitable Purposes 2000 Charlotte City Market 200 S Tryon St Ste 1600 Charlotte NC 28202 None PC Current Use for General Charitable Purposes 15000 Connecticut Humane Society 701 Russell Road Newington CT 06111 None PC Current Use for General Charitable Purposes 2000 Connecticut Yankee Council 60 Wellington Road Milford CT 06461 None PC Current Use for General Charitable Purposes 10000 Friends of Ambler Farm 257 Hurlbutt Street Wilton CT 06897 None PC Current Use for General Charitable Purposes 10000 Johns Hopkins University 3910 Keswick Road Ste N2100 Baltimore MD 21211 None PC Current Use for General Charitable Purposes 100000 Ms President US PO Box 238 Ridgefield CT 06877 None PC Current Use for General Charitable Purposes 10000 The Campaign School at Yale PO Box 1194 New Canaan CT 06840 None PC Current Use for General Charitable Purposes 20000 The Trevor Project 8581 Santa Monica Blvd West Hollywood CA 90069 None PC Current Use for General Charitable Purposes 5000 Trackside Teen Center 15 Station Road Wilton CT 06897 None PC Current Use for General Charitable Purposes 60000 University of Connecticut Foundation Inc 2390 Alumni Drive U3206 Storrs Mansfield CT 06269 None PC Current Use for General Charitable Purposes 50000 Voice of Hope 20 Waterside Drive Ste 100 Farmington CT 06032 None PC Current Use for General Charitable Purposes 54000 Wilton Garden Club Inc 366 Hyland Road Wilton CT 06897 None PC Current Use for General Charitable Purposes 5000 Wilton Historical Society 224 Danbury Road Wilton CT 06897 None PC Current Use for General Charitable Purposes 5000 Wilton Library Association 137 Old Ridgefield Road Wilton CT 06897 None PC Current Use for General Charitable Purposes 10000 Wilton SEPTA 20 Langner Lane Wilton CT 06897 None PC Current Use for General Charitable Purposes 2000 Wilton YMCA 404 Danbury Road Wilton CT 06897 None PC Current Use for General Charitable Purposes 5000 Woodcock Nature Center 56 Deer Run Road Wilton CT 06897 None PC Current Use for General Charitable Purposes 20000 385000 0 14 170184 18 82805 0 252989 0 252989 0 0 0 0 0 0 0 0 0 0 Fidelity Account No. Y80-080649 2466003 2824891 Fidelity Account No. Y80-080649 2722759 5730563 Fidelity Account No. Y80-080649 AT COST 26303 50849 Cummings & Lockwood LLC (legal and accounting fees) 18777 0 0 Fidelity - Investment Advisory Fees 21383 21383 0 Fidelity - SMA Manager Fees 4647 4647 0 ADR Fees 791 791 0 Adjustment to Balance 11374 US Treasury - tax due fye 043025 886 0 0 US Treasury - estimated tax due fye 043026 2760 0 0 Foreign Tax Paid 2665 2665 0