2026-08-31T07:58:51-05:00 2025-12-31 061204857 GREENHAUS RIORDAN & CO LLP 3 ASPETUCK AVENUE NEW MILFORD CT 067762803 990PF 2025-01-01 061523571 JEAN WIDMARK AND RICHARD WIDMARK FOUNDATION INC JEAN 8603552631 51 MAIN STREET NEW MILFORD CT 06776 ARTHUR C WEINSHANK VICE PRESIDENT 8603552631 2026-08-24 1 TIMOTHY J RIORDAN CPA P00113793 8603551124 2026-08-24 2025 X 522830 X X 672 672 10516 10516 9742 231455 9742 20930 20930 1600 800 800 1140 1140 0 3600 1800 1800 263 96 0 70 70 0 4542 4492 0 11215 8398 2600 22750 22750 33965 8398 25350 -13035 12532 6011 13999 13999 440979 420031 508407 499 424 424 447489 434454 522830 0 0 X 0 0 0 0 447489 434454 447489 434454 447489 434454 447489 -13035 0 434454 0 434454 CHARLES SCHWAB BANK 4.35% P 2025-06-04 2025-12-02 30000 30000 0 0 CALVERT INC P 2025-06-04 30825 34880 -4055 -4055 COLUMBIA DIV OPP P 2025-06-04 50426 43639 6787 6787 COLUMBIA E/MKT P 2025-06-04 30912 25531 5381 5381 FID ADVS STR INC P 2025-06-04 22722 23621 -899 -899 ISHS SILVER TR P 2011-09-29 2025-06-04 8625 8013 612 612 PIMCO RL RET I2 P 2025-06-04 15510 17024 -1514 -1514 VANECK GOLD MINERS ETF P 2011-09-29 2025-06-04 7979 8267 -288 -288 ALSPG COR PLS BD P 2025-06-04 30100 30738 -638 -638 Capital Gains Dividends P 4356 4356 4356 9742 174 0 174 0 174 0 0 174 0 174 0 0 0 0 0 0 0 0 0 0 0 0 1 1 CT 1 0 0 0 0 1 N/A GREENHAUS RIORDAN CO LLP 8603551124 3 ASPETUCK AVENUE NEW MILFORD CT 06776 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ARTHUR C WEINSHANK 51 MAIN STREET NEW MILFORD CT 06776 VICE PRESIDENT, DIRECTOR 0.50 500 0 0 MITCHELL J MELNICK 51 MAIN STREET NEW MILFORD CT 06776 SECRETARY, DIRECTOR 0.50 500 0 0 TIMOTHY J RIORDAN 3 ASPETUCK AVENUE NEW MILFORD CT 06776 PRESIDENT, DIRECTOR 0.50 600 0 0 NONE 0 NONE 0 0 407835 25964 0 433799 0 0 433799 6507 427292 21365 21365 174 174 21191 0 21191 0 21191 25350 0 25350 21191 0 0 127 127 25350 0 0 0 21191 4159 0 0 4286 0 0 0 0 0 0 0 4286 127 4159 X ALZHEIMERS ASSOCIATION OF CONNECTICUT 200 EXECUTIVE BOULEVARD SUITE 4B SOUTHINGTON CT 064891058 N/A PC MEDICAL RESEARCH 500 AMERICAN CANCER SOCIETY PO BOX 22478 OKLAHOMA CITY OK 73123 N/A PC MEDICAL RESEARCH 500 AMERICAN DIABETES ASSOCIATION 2451 CRYSTAL DRIVE SUITE 900 ARLINGTON VA 22202 N/A PC MEDICAL RESEARCH 500 AMERICAN FILM INSTITUTE DEVELOPMENT OFFICE 2021 NORTH WESTERN AVENUE LOS ANGELES CA 90027 N/A PC PRESERVATION OF THE HISTORY OF MOTION PICTURES 1500 ANIMAL WELFARE INSTITUTE 900 PENNSYLVANIA AVE SE WASHINGTON DC 20003 N/A PC ANIMAL PROTECTION 500 ASAP (AFTER SCHOOL ARTS PROGRAM) PO BOX 15 WASHINGTON CT 06794 N/A PC ARTS EDUCATION 500 BRADY CENTER TO PREVENT HANDGUN VIOLENCE 840 FIRST STREET NE SUITE 400 WASHINGTON DC 20002 N/A PC SUPPORT HANDGUN CONTROL 1250 HUNT HILL FARM TRUST INC 44 UPLAND HILL ROAD NEW MILFORD CT 06776 N/A POF LAND CONSERVATION 1000 LAKE FOREST COLLEGE 55 NORTH SHERIDAN ROAD LAKE FOREST IL 60045 N/A PC SCHOLARSHIP FUND 2000 MINOR MEMORIAL LIBRARY 23 SOUTH STREET ROXBURY CT 06783 N/A PC SUPPORT LIBRARY ACTIVITIES 1000 NEW MILFORD COMMUNITY AMBULANCE PO BOX 102 1 SCOVILLE RD NEW MILFORD CT 06776 N/A PC SUPPORT COMMUNITY HEALTH CARE 500 NEW MILFORD FOOD BANK 40 MAIN STREET NEW MILFORD CT 06776 N/A PC PREVENTING HUNGER 750 REGIONAL HOSPICE AND HOME CARE OF WESTERN CONNECTICUT 39 OLD RIDGEBURY ROAD DANBURY CT 06810 N/A PC SUPPORT HOSPICE CARE 500 RIDGEFIELD VISITING NURSE ASSOCIATION 27 GOVERNOR STREET RIDGEFIELD CT 06877 N/A PC SUPPORT HOSPICE CARE 1000 ROXBURY AMBULANCE ASSOCIATION PO BOX 94 ROXBURY CT 06783 N/A PC SUPPORT COMMUNITY HEALTHCARE 1000 ROXBURY LAND TRUST PO BOX 51 ROXBURY CT 06783 N/A PC LAND CONSERVATION 1000 ROXBURY VOLUNTEER FIRE DEPARTMENT 27 NORTH STREET ROXBURY CT 06783 N/A PC SUPPORT LOCAL VOLUNTEER FIRE DEPARTMENT 1000 SOUTHERN POVERTY LAW CENTER 400 WASHINGTON AVENUE MONTGOMERY AL 36104 N/A PC TEACHING TOLERANCE 1500 THE HOLE IN THE WALL GANG CAMP 555 LONG WHARF DRIVE NEW HAVEN CT 06511 N/A PC CAMPERSHIP FUND 2000 THE UNIVERSITY OF CONNECTICUT FOUNDATION INC 2390 ALUMNI DRIVE UNIT 3206 STORRS CT 062693206 N/A PC SUPPORT SCHOOL OF FINE ARTS 2000 WESTERN CONNECTICUT HEALTH NETWORK 24 HOSPITAL AVENUE DANBURY CT 06810 N/A PC SUPPORT RESIDENT PHYSICIAN COMMUNICATION PROGRAM 1500 WOMEN'S CENTER OF GREATER DANBURY 2 WEST STREET DANBURY CT 06810 N/A PC PROTECTION OF ABUSED WOMEN AND CHILDREN 750 22750 0 14 672 14 10516 18 9742 0 20930 0 20930 0 0 0 0 0 0 0 0 0 0 GREENHAUS, RIORDAN & CO 3600 1800 1800 AMERIPRISE STRATEGIC PORTFOLIO SERVICE 311646 351987 AMERIPRISE ONE FINANCIAL ACCOUNT 108385 156420 CRAMER & ANDERSON 1140 1140 0 ACCRUED DIVIDENDS 499 424 424 INVESTMENT MANAGEMENT FEES 4388 4388 0 MISCELLANEOUS 104 104 0 ANNUAL REPORT FEE 50 0 0 EXCISE TAX 167 0 0 FOREIGN TAXES 96 96 0