2026-02-09T09:57:45-06:00 2025-10-31 061357173 BLAIR & POTTS PO BOX 1214 107 ELM STREET FOUR STAMFORD PLAZA STAMFORD CT 069041214 990PF 2024-11-01 066505023 CRAIG B TATE FOUNDATION TATE 2033272333 CO BLAIR POTTS PO BOX 1214 STAMFORD CT 069041214 SHARON G TATE TRUSTEE 2033272333 2026-01-20 1 0 ANDREW R MEYERS P00460729 2033272333 2024 2025-03-06 01:10:19Z X 5481613 X X 79838 79838 -31592 70977 0 48246 79838 0 0 0 5370 5370 0 18546 18546 0 981 0 0 24897 23916 0 255500 255500 280397 23916 255500 -232151 55922 267449 82494 82494 1387850 1340654 5103011 301185 301185 296108 1956484 1724333 5481613 0 0 X 1571 1571 0 0 1954913 1722762 1956484 1724333 1956484 1724333 1956484 -232151 0 1724333 0 1724333 50 SHS ADOBE, INC. P 2020-06-15 2025-03-17 19790 25605 -5815 -5815 50 SHS ADOBE, INC. P 2023-12-13 2025-03-17 19790 25605 -5815 -5815 50 SHS UNITEDHEALTH GROUP, INC. P 2023-05-30 2025-05-14 15698 25679 -9981 -9981 50 SHS UNITEDHEALTH GROUP, INC. P 2023-12-13 2025-05-14 15699 25680 -9981 -9981 -31592 777 0 777 0 777 1400 0 0 0 1400 X 0 623 623 0 0 0 0 0 0 0 0 0 0 0 0 1 CT 1 0 0 0 0 1 N/A BLAIR POTTS PO BOX 1214 2033272333 281 TRESSER BLVD TWO STAMFORD PLAZA STAMFORD CT 069041214 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SHARON G TATE 75 MIDDLE RIDGE ROAD NEW CANAAN CT 06840 TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 0 5189085 279070 0 5468155 0 0 5468155 82022 5386133 269307 269307 777 777 268530 0 268530 0 268530 255500 0 255500 268530 215768 0 0 255500 215768 0 0 39732 0 0 0 0 0 0 0 0 228798 0 0 0 SHARON G TATE X AFMDA 20 WEST 36TH STREET NEW YORK NY 10018 MEDICAL 4000 AMERICAN RED CROSS 51 MAIN STREET NEW CANAAN CT 06840 MEDICAL 12000 AMERICARES 88 HAMILTON AVENUE STAMFORD CT 06902 PUBLIC 40000 BOSTON MUSIC PROJECT PO BOX 180772 BOSTON MA 02118 CULTURAL 3000 BRAVE YOUNG VOICES 1663 MISSION STREET SAN FRANCISCO CA 94103 ARTISTIC 1500 DANA FARBER CANCER CENTER 450 BROOKLINE AVENUE BOSTON MA 02215 MEDICAL 8000 EARTHPLACE 10 WOODSIDE LANE WESTPORT CT 06880 NATURE 1500 EPATT PO BOX 60597 PALO ALTO CA 94306 EDUCATIONAL 3000 FISHER CENTER FOR ALZHEIMER'S RESEARCH ONE INTREPID SQUARE NEW YORK NY 10036 MEDICAL 5000 FOOD BANK OF LOWER FAIRFIELD COUNTY 461 GLENBROOK ROAD STAMFORD CT 06906 SOCIAL 7000 FREEDOM FROM FISTULA FOUNDATION 777 UNITED NATIONS PLAZA NEW YORK NY 10017 MEDICAL 4000 FRIENDS OF LANTERN HILL 1907 BUCKINGTON DRIVE CHETERFIELD MO 63017 SOCIAL 1500 GIVE KIDS THE WORLD 210 SOUTH BASS ROAD KISSIMMEE FL 34746 SOCIAL 1000 HABITAT FOR HUMANITY INTERNATIONAL 1542 BARNUM AVENUE BRIDGEPORT CT 06610 AFFORDABLE HOUSING 5000 HACSA FOUNDATION PO BOX 442121 FORT WASHINGTON MD 20744 SOCIAL 2500 HIST1H1E FOUNDATION 87 CROSS HIGHWAY WESTPORT CT 06880 MEDICAL 1500 HOMES WITH HOPE PO BOX 631 WESTPORT CT 06881 SOCIAL 4000 KIDS HELPING KIDS 347 STILLWATER AVENUE STAMFORD CT 06902 SOCIAL 5000 NEPHCURE KIDNEY INTERNATIONAL 15 WATERLOO AVENUE BERWYN PA 19312 MEDICAL 2000 NEW CANAAN LIBRARY 151 MAIN STREET NEW CANAAN CT 06840 EDUCATION 5000 NORWALK HOSPITAL FOUNDATION 34 MAPLE STRRET NORWALK CT 06856 MEDICAL 13500 ON THE ROAD COLLABORATIVE 85 W GAY STREET HARRISONBURG VA 22802 SOCIAL 3000 P2P MOBILE FOOD BANK 1864 POST ROAD DARIEN CT 06820 CIVIC 5000 PACIFIC HOUSE 137 HENRY STREET STAMFORD CT 06902 CIVIC 16000 PRESBYTERIAN PROMISE 704 WHITNET AVENUE NEW HAVEN CT 06511 RELIGIOUS 12000 PROJECT MUSIC PO BOX 112016 STAMFORD CT 06902 ARTISTIC 8000 REACH WESTERN CONNECTICUT 117 OLD STATE ROAD BROOKFIELD CT 06804 SOCIAL 3000 SANDY HOOK PROMISE PO BOX 3489 NEWTOWN CT 06470 CIVIC 5000 SHARE 165 WEST 46TH STREET NEW YORK NY 10036 MEDICAL 6000 STANFORD UNIVERSITY 562 SALVATIERRA WALK STANFORD CA 94305 EDUCATION 5000 STEPPINGSTONE FOUNDATION 155 FEDERAL STREET BOSTON MA 02110 EDUCATION 7000 SUMMER THEATRE OF NEW CANAAN 70 PINE STREET NEW CANAAN CT 06840 CULTURALCULTURAL 15000 THE CHIDRENS FUND FOR GLYCOGEN STORAGE DISEASE RESEARCH 146 S LIBERTY DRIVE STONY POINT NY 10980 CIVIC 20000 THE CHILDRENS ROOM 1210 MASSACHUSETTS AVE ARLINGTON MA 02476 EDUCATION 1000 TUCK SCHOOL OF BUSINESS AT DARTMOUTH COLLEGE 100 TUCK HALL HANOVER NH 037553555 EDUCATION 5000 VOICES OF ASCENSION 12 WEST 11TH STREET NEW YORK NY 10011 ARTISTIC 2000 WATERSIDE SCHOOL 770 PACIFIC STREET STAMFORD CT 06902 EDUCATION 5000 WAVENY CARE CENTER ANNUAL APPEAL 3 FARM ROAD NEW CANAAN CT 06840 MEDICAL 7500 255500 0 14 79838 01 18 -31592 0 48246 0 48246 0 0 0 0 0 0 0 0 0 0 100,000 COMCAST CORP. 3.15% DUE 2/15/28 101000 98109 100,000 BRISTOL MYERS SQUIBB 3.25% 2/27/27 99735 99262 100,000 STARBUCKS CORP. 3.50% 3/1/28 100450 98737 1,000 SHS COLGATE-PALMOLIVE CO. 29118 77050 600 SHS JOHNSON & JOHNSON 35753 113322 400 SHS EQUITY RESIDENTIAL 9993 23776 1,100 SHS JP MORGAN CHASE & CO. 36631 342232 600 SHS VANGUARD SMALL CAP 54021 152994 550 SHS ECOLAB, INC. 24314 141020 350 SHS MCDONALDS CORP 20774 104451 2,000 SHS TJX COMPANIES, INC. 61456 280280 300 SHS PEPSICO, INC. 19510 43827 875 SHS ABBVIE, INC. 50593 190785 1800 SHS ALPHABET, INC. CL C 18145 507276 500 SHS ALPHABET, INC CL A 4997 140595 300 SHS AUTOMATIC DATA PROCESSING, INC 10378 78090 600 SHS STRYKER CORP. 16271 213744 4000 SHS TETRA, INC 30123 127920 1,250 SHS VERIZON COMMUNICATIONS, INC 60954 49675 200 SHS THERMO FISHER SCIENTIFIC, INC. 35205 113478 800 SHS STARBUCKS CORP. 43000 64696 200 SHS BLACKROCK, INC. 47323 216562 175 SHS COSTCO WHOLESALE CORP 35916 159504 450 SHS ZOETIS, INC. 46308 64841 500 SHS AMAZON COM, INC. 41353 122110 600 SHS ENERSYS COM 45647 75696 700 SHS PROGRESSIVE CORP. 50253 144200 400 SHS AMAZON 39567 97688 75 SHS VERTEX PHARMACEUTICALS 19945 31918 900 SHS WALT DISNEY 54483 101358 600 SHS ACCENTURE PLC 39392 150060 9OO SHS VISA 15345 306666 1,400 SHS APPLE 4500 378518 300 SHS VERISK ANALYTICS, INC. 8237 65628 700 SHS ARES MANAGEMENT CORP. 64460 104097 25 SHS AUTOZONE, INC. 63525 91861 100 SHS ROPER TECHNOLOGIES, INC. 50059 44615 150 SHS MICROSOFT CORP. 56032 77671 100 SHS S&P GLOBAL, INC. 41700 48721 65 SHS ELI LILLY & CO 55373 56086 BLAIR & POTTS - LEGAL 5100 5100 0 BLAIR & POTTS - DISBURSEMENTS 270 270 0 INVESTMENT FEES 16751 16751 0 CUSTODY FEES 1795 1795 0 2024 ESTIMATED TAX 981 0 0