2026-07-14T16:34:40-04:00 2025-12-31 060671881 GITLIN & COMPANY LLC 836 FARMINGTON AVE STE 221A WEST HARTFORD CT 061191574 990PF 2025-01-01 061479791 MCPHEE FOUNDATION INC MCPH 8606779797 46 EAST HYERDALE DR GOSHEN CT 067561820 BARBARA MCPHEE PRESIDENT & DIRECTOR 2026-07-14 true LOUIS D VAMVAKAS P00448023 8602365833 2026-07-14 2025 2025-03-06 01:10:19Z X 6207612 X 209896 54372 54372 655372 768802 655372 919640 709744 4000 3000 1000 43175 43175 47175 46175 1000 287300 287300 334475 46175 288300 585165 663569 48125 52716 52719 68691 68640 71184 1273590 1681606 6083709 1390406 1802962 6207612 0 X 1390406 1802962 1390406 1802962 1390406 1802962 1390406 585165 1975571 172609 1802962 ROCKWELL AUTOMATION P 2025-04-02 2025-07-22 11325 8287 3038 3038 SPDR GOLD SHARES ETF P 360 360 360 ADOBE P 2011-06-30 2025-06-18 15206 1281 13925 13925 ALIGN TECHNOLOGY P 2012-09-04 2025-06-18 12669 2467 10202 10202 ALPHABET INC CL C P 2012-10-03 2025-07-22 19238 1889 17349 17349 ALPHABET INC CL A P 2012-10-03 2025-07-22 14744 1463 13281 13281 AMAZON P 2015-10-15 2025-07-22 31651 3863 27788 27788 APPLE P 172731 2399 170332 170332 CROWDSTRIKE P 2023-11-16 2025-07-22 18891 8170 10721 10721 EVERSOURCE P 2005-12-15 2025-06-18 31456 10040 21416 21416 META P 2013-09-11 2025-07-22 14821 942 13879 13879 INSPIRE MED P 2025-06-18 50913 37280 13633 13633 MICROSOFT P 1997-04-28 2025-07-22 17688 507 17181 17181 NVIDIA P 2020-06-02 274477 18450 256027 256027 ROCKWELL AUTOMATION INC P 2017-09-11 2025-07-22 5662 2725 2937 2937 ZOETIS P 2025-04-03 76970 13667 63303 63303 655372 3398 9224 9224 9224 7671 4553 12224 3000 3000 false false false false false false false true true CT true false false false false true N/A BARBARA MCPHEE 8606779797 46 EAST HYERDALE GOSHEN CT 06756 false false false false false false false false false false false false false false false false false false false false MADELIN MCPHEE 46 EAST HYERDALE GOSHEN CT 06756 DIRECTOR 1.00 0 0 0 EDWARD T MCPHEE JR 44 BELGIAN CIRCLE BRISTOL CT 06010 DIRECTOR 1.00 0 0 0 CAROLE T MCPHEE 44 BELGIAN CIRCLE BRISTOL CT 06010 DIRECTOR 1.00 0 0 0 BARBARA MCPHEE 46 EAST HYERDALE GOSHEN CT 06756 PRESIDENT & 1.00 0 0 0 RITA MCPHEE 30 BELGIAN CIRCLE BRISTOL CT 06010 DIRECTOR 1.00 0 0 0 ROBIN MCPHEE 72 WHIPPOORWILL LANE BRISTOL CT 06010 SECRETARY & 1.00 0 0 0 MASON MCPHEE LOWELL ROAD FARMINGTON CT 06032 DIRECTOR 1.00 0 0 0 LUCAS MCPHEE 72 WHIPPOORWILL LANE BRISTOL CT 06010 TREASURER & 1.00 0 0 0 JAKE MCPHEE 46 EAST HYERDALE DR GOSHEN CT 067561820 VICE PRESIDE 1.00 0 0 0 JENNIFER MCPHEE 46 EAST HYERDALE DR GOSHEN CT 067561820 DIRECTOR 1.00 0 0 0 NONE NONE N/A 5428584 159196 0 5587780 5587780 83817 5503963 275198 275198 9224 9224 265974 265974 265974 288300 288300 265974 36762 71220 83574 41419 35320 268295 288300 265974 22326 290621 0 36762 253859 71220 83574 41419 35320 22326 X SEE ATTACHED SCHEDULE SEE ATTACHED SEE ATTACHED CT 06756 PC SEE ATTACHED 287300 287300 14 54372 18 655372 709744 709744 false false false false false false false false false false X X 1 MARCUS MCPHEE 72 WHIPPOORWILL LANE BRISTOL CT 06010 20000 X 2 MICHAEL MCPHEE 46 EAST HYERDALE GOSHEN CT 06756 100456 X 3 EDWARD T MCPHEE 44 BELGIAN CIRCLE BRISTOL CT 06010 75768 X 4 ROBERT MCPHEE 3713 CONCORD DR AUGUSTA GA 30906 6000 X 5 MATTHEW MCPHEE 30 BELGIAN CIRCLE BRISTOL CT 06010 5154 X 2 93 SHARES OF APPLE 25200 2025-12-22 2 80 SHARES OF GOOGLE 24906 2025-12-22 2 92 SHARES OF APPLE 25153 2025-12-26 2 80 SHARES OF GOOGLE 25197 2025-12-26 3 150 SHARES OF MSFT 75768 2025-09-02 5 10 SHARES OF MSFT 5154 2025-09-15 ACCOUNTING AND RETURN PREPARATIO 4000 3000 1000 CORPORATE STOCK -SEE ATTACHED 1681606 6083709 68640 71184 UNREALIZED GAIN ON CONTRIBUTED STOCK 172609 EXPENSES UBS FEES 43175 43175 ANNUAL REPORT