2026-03-31T10:35:49-04:00 2025-12-31 061012544 BENGTSON & SMITH PC 10 WATERSIDE DR STE 304 FARMINGTON CT 060323056 990PF 2025-01-01 061579138 THE JOSEPH N CAPALDO FOUNDATION JOSEPH A CAPALDO JOSE 2396932919 5490 NEAL ROAD FORT MYERS FL 33905 JOSEPH A CAPALDO TRUSTEE 2396932919 2026-04-15 CHRISTINE SMITH P00462754 8606785160 2026-03-23 2025 2025-03-06 01:10:19Z X 99416 X X 611 611 1131 1131 7227 23590 1216 8969 2958 1700 1530 170 957 957 15 15 2672 2502 170 4500 4500 7172 2502 4670 1797 456 4387 3102 3102 44921 47997 96314 49308 51099 99416 0 X 49308 51099 49308 51099 49308 51099 49308 1797 51105 6 51099 1216 6 6 6 6 false false false false false false false true true CT true false false false false true N/A JOSEPH A CAPALDO 2396932919 5490 NEAL ROAD 5490 NEAL ROAD FORT MEYERS FL 33905 false false false false false false false false false false false false false false false false false false false false JOSEPH A CAPALDO 5490 NEAL RD FORT MEYERS FL 33905 TRUSTEE 000.00 0 0 0 HEIDI CAPALDO 5490 NEAL RD FORT MEYERS FL 33905 TRUSTEE 000.00 0 0 0 NONE NONE N/A 90373 3744 0 94117 94117 1412 92705 4635 4635 6 6 4629 4629 4629 4670 4670 4629 3955 4670 3955 715 3914 X KELSEY GRENDINSKI 23 HUNGERFORD AVE OAKSVILLE CT 06779 NONE PC ASSISTANCE TO INDIGENT FAMILIES 1000 LILLIAN SEAN HOPE 23 CLEARVIEW DRIVE BROOKFIELD CT 06804 NONE PC ASSISTANCE TO INDIGIENT PEOPLE 500 HEATHER DWYER 138 ROYAL COACH LANE SOUTHBURY CT 06488 NONE PC ASSISTANCE TO INDIGENT FAMILIES 450 STEPHANIE BRENDAN HUMMEL 6 JORDAN HILL ROAD SANDY HOOK CT 06482 NONE PC ASSISTANCE TO INDIGENT FAMILIES 1000 YANG QIN YICHUM WANG 54 BAYBERRY ROAD GLASTONBURY CT 06033 NONE PC ASSISTANCE TO INDIGENT FAMILIES 550 FLLONXA AZIZ DALIPI 211 COLONIAL STREET WATERTOWN CT 06779 NONE PC ASSISTANCE TO INDIGENT FAMILIES 1000 4500 14 611 14 1131 14 1216 6011 2958 6011 8969 false false false false false false false false false false ACCOUNTING 1700 1530 170 RBC 320-11936 PURCHASE 8856 8760 96 RBC 320-11936 PURCHASE 13518 7603 5915 AMERICAN FUNDS CAPITAL INCOME BLDR COHEN & STEERS RLTY DELAWARE VALUE FUND DELEWARE GROUP EQ FDS II DELWARE GROUP DODGE & COX INCOME DOUBLELINE FDX TR TOTAL RETURN ENERGY SELECT FIDELITY ADV INSIGHTS FINANCIAL SELECT FIRST EAGLE FUNDS OVERSEAS FPA FDS TR CRESCENT FUNDAMENTAL INVESTORS INC 6088 10746 HARRIS ASSOC INDUSTRIAL SELECT ISHARES CORE SMALLCAP 2632 8412 ISHARES MSCI EMERGING MKTS ISHARES RUSSELL 1000 GROWTH 1636 9466 ISHARES RUSSELL 1000 VALUE 1475 2945 ISHARES S&P SMALLCAP GROWTH 1579 7623 OAKMARK FUNDS SECTOR TECH SELECT SELECT SECTOR CONSUMER SELECT SECTOR INDUSTRIAL 1523 8221 SELECT SECTOR SPDR HEALTHCARE 4204 9288 SELECT SECTOR UTILITIES SELECT VANGUARD FTSE EURO VANGUARD INDEX FDS MIDCAP VANGUARD REIT VANGUARD WELLESLEY INC FD AMERICAN BALANCED FD SPDR GOLD TR VANGUARD SPECIALIZED FUNDS GOLDMAN SACHS 4403 5633 VANGUARD FIXED INCOME SELECT SECTOR SPDR TRUST 919 8638 HARDING LOEVNER FUNDS INC NORTHEAST UTILS UNITED STATES TREASURY NOTE UNITED STATES TREASURY NOTE ORIG AMERICAN BALANCED 2572 3348 WELLS FARGO CUSTOMERS BK MFS SER TR XVII 3135 3672 CUSTOMERS BK PHOENIXVILLE 4985 5024 ISHARES CORE S&P MID CAP 2987 3300 ULTIMUS MANAGERS 3051 3209 VANGUARD INSTL INDEX 6808 6789 EXCISE TAXES 6 WELLS FARGO INVESTMENT FEES 957 957 FOREIGN TAXES ON DIVIDENDS 15 15