2026-02-11T12:46:47-00:00 2025-09-30 060835605 Kahan Kerensky Capossela LLP PO Box 3811 Vernon CT 06066 990PF 2024-10-01 066377722 MCDONALD FAMILY TRUST % William Champlin III MCDO 8608171751 1001 Grand Isle Way Palm Beach Gardens FL 33418 Kevin McCann Trustee Advisor 8608171751 2026-02-11 true Kevin McCann P01070297 8606461974 2026-02-11 2024 2025-03-06 01:10:19Z X 2718361 X 33 33 57513 57513 38446 72471 38446 95992 95992 18500 9250 9250 5213 2607 2606 993 11788 5984 5984 36494 17841 17840 89000 89000 125494 17841 106840 -29502 78151 9220 10019 10019 731264 699635 2708342 740484 709654 2718361 0 X 740484 709654 740484 709654 740484 709654 740484 -29502 710982 1328 709654 First Eagle Fds Inc 2025-01-29 31871 24603 7268 7268 Chubb Ltd 2025-04-21 20281 7882 12399 12399 JP Morgan Chase Co 2025-04-21 20319 1540 18779 18779 38446 1086 1086 1086 3 1089 false false false false false false false true true CT true false false false false true n/a William H Champlin III Trustee 8607256200 1001 Grand Isle Way Palm Beach Gardens FL 33418 false false false false false false false false false false false false false false false false false X false false false William H Champlin III 1001 Grand Isle Way Palm Beach Gardens FL 33418 Trustee 001.00 18500 NONE NONE N/A 0 N/A 2666096 39977 0 2706073 2706073 40591 2665482 133274 133274 1086 1086 132188 132188 132188 106840 106840 132188 107877 106840 106840 1037 131151 NONE NONE William H Champlin III 1001 Grand Isle Way Palm Beach Gardens FL 33418 5616911799 Letter describing the organization, amount and use of requested grant None Distributions are made to charities chosen by the trustee to benefit the greater Hartford region. CRIS Radio 315 Windsor Avenue Windsor CT 06095 Help elderly, poor disadvantaged in Hartford, CT associated with blindness 3500 Eversight 3985 Research Park Drive Ann Arbor MI 48108 Help elderly, poor disadvantaged in Hartford, CT associated with blindness 5000 Fidelco Guide Dog Foundation 103 Vision Way Bloomfield CT 06002 Help elderly, poor disadvantaged in Hartford, CT with blindness 5000 Franciscan Center for Urban Ministry 285 Church Street Hartford CT 06103 Help elderly, poor disadvantaged in Hartford, CT associated with blindness 10000 Glastonbury Rotary Club 180 Glastonbury Blvd Suite 400 Glastonbury CT 06033 Help elderly, poor disadvantaged in Hartford, CT associated with blindness 4000 Greater Hartford Legal Aid Foundation 999 Asylum Ave 3rd Floor Hartford CT 06105 Help elderly, poor disadvantaged in Hartford, CT associaated with blindness 5000 Greater Hartford Salvation Army 217 Washington Street Hartford CT 06106 Help elderly, poor disadvantaged in Hartford, CT associated with blindness 4000 Hands on Hartford 55 Bartholomew Avenue Hartford CT 06106 Help elderly, poor disadvantaged in Hartford, CT associated with blindness 2500 Hartford Artisans 42 Woodland Street Hartford CT 06105 Help elderly, poor disadvantaged in Hartford, CT associated with blindness 3000 Hartford Stage 50 Church Street Hartford CT 06103 Help elderly, poor disadvantaged in Hartford, CT associated with blindness 5000 Hospital for Special Care 2150 Corbin Avenue New Britain CT 06053 Help elderly, poor disadvantaged in Hartford, CT associated with blindness 2000 House of Bread 27 Chestnut Street Hartford CT 06120 Help elderly, poor disadvantaged in Hartford, CT associated with blindness 5000 ImmaCare Inc 168 Hungerford Street Hartford CT 06106 Help elerly, poor disadvantaged in Hartford, CT associated with blindness 3000 Interval House PO Box 340207 Hartford CT 06134 Help elderly, poor disadvantaged in Hartford, CT associated with blindness 3000 Manchester Area Conference of Churches PO Box 3804 Manchester CT 06040 Help elderly, poor disadvantaged in Hartford, CT associated with blindness 2500 Mercy Housing and Shelter 211 Wethersfield Ave Hartford CT 06114 Help elderly, poor disadvantaged in Hartford, CT associated with blindness 3000 Noah Webster House 227 South Main Street West Hartford CT 06107 Help elderly, poor disadvantaged in Hartford, CT associated with blindness 2000 Oak Hill School 1120 Holcomb Street Hartford CT 06112 Help elderly, poor disadvantaged in Hartford, CT associated with blindness 4000 Open Hearth 150 Charter Oak Avenue Hartford CT 06106 Help elderly, poor disadvantaged in Hartford, CT associated with blindness 2000 Plainville Community Food Pantry 54 South Canal Street Plainville CT 06062 Help elderly, poor disadvantaged in Hartford, CT associated with blindness 3000 Prudence Crandell Center PO Box 895 New Britain CT 06050 Help elderly, poor disadvantaged in Hartford, CT associated with blindness 3000 South Park Inn 75 Main Street Hartford CT 06106 Help elderly, poor disadvantaged in Hartford, CT associated with blindness 4000 The Diaper Bank 370 State Street New Haven CT 06473 Help elderly, poor disadvantaged in Hartford,CT associated with blindness 2500 Lyme-Old Lyme Charities Inc 446 Main Street Unit 4 Old Saybrook CT 06475 Help elderly, poor disadvantaged in Hartford, CT associated with blindness 3000 89000 33 57513 57546 57546 3 Investments generate income for charitable purposes 4 Investments generate income for charitable purposes 8 Investments generate income for charitable purposes false false false false false false false false false false 400 shares of 3M Company 7261 62072 111 shares of Air Products Chemicals Inc 9039 30272 640 shares of Analog Devices Inc 24976 157248 497 shares of Automatic Data Processing 21871 145870 477 shares of Becton Dickinson Co 20415 56151 800 shares of Chevron Corporation 11473 109324 712 shares of Chubb Corp 57952 147335 918 shares of Exxon Mobil Corporation 13225 103505 359 shares of International Business Machines 18094 50507 455 shares of IShares SP Global Technology Sector Ind 30869 281763 800 shares of Smucker JM Co 45029 86880 1850 shares of JP Morgan Chase Co 18828 298081 333 shares of McDonalds Corp 24948 101195 1003 shares of Merck Co. Inc 21119 84182 700 shares of Nextera Energy Inc 26000 137241 803 shares of Paychex Inc 24962 101788 497 shares of Target Corp 25056 44581 341 shares of Travelers Cos, Inc 19958 95214 463 shares of Unilever PLC SPON ADR 14990 27447 839 shares of Verizon Communications 22165 39555 1971 shares of Cohen Steers Real Estate 31513 36236 146 shares of Pepsico Inc 24891 20504 937 shares of First Tr Exchange Traded Fd 35023 92379 10 shares of Amazon.Com Inc 17058 43914 400 shares of Apple Inc 20460 101852 400 shares of Berkshire Hathaway Inc Del CL B New 82236 201096 5000 shares of Haleon 29001 44850 100 shares of Solventum Corp 1223 7300 Accounting Adjustment 1328 GYL Financial Synergies / Focus Partners Wealth 11788 5984 5984 Kahan Kerensky Capossela LLP 5213 2607 2606 2023 990-PF Taxes Paid 993