2026-09-01T15:01:23-05:00 2026-04-30 920460586 PWC US TAX LLP 4300 E CAMELBACK ROAD STE 475 PHOENIX AZ 85018 990PF 2025-05-01 562032347 BEECHER L W FBO CHAR ORG TW BEEC 8602934137 4900 TIEDEMAN ROAD OH-01-49-0381 BROOKLYN OH 44144 KEYBANK BY JOSEPH VELKOS VICE PRESIDENT 8602934137 2026-05-15 true JEFFREY E KUHLIN P00353001 4123556000 2026-05-15 X 2025 X 795340 X 21865 21865 19978 25571 19978 0 41843 41843 11763 8822 2941 0 0 0 0 0 0 1050 0 0 1050 0 0 963 156 0 0 0 0 0 0 0 13776 8978 0 3991 33468 33468 47244 8978 0 37459 -5401 32865 0 20508 20700 20700 0 0 0 530804 525211 774640 551312 545911 795340 0 X 551312 545911 551312 545911 551312 545911 551312 -5401 0 545911 0 545911 55.494 VANGUARD MID-CAP INDEX FUND $1.603 2012-11-29 2026-04-07 20000 5593 14407 14407 CAPITAL GAIN DIVIDENDS P 5571 19978 457 0 457 0 457 548 0 0 548 0 91 91 0 false false false false false false false true true CT true false false false false true N/A KeyBank National Association 2168134548 4900 TIEDEMAN RD OH-01-49-0381 BROOKLYN OH 44144 false false false false true false false false false false false false false false false false false false false false false false KEYBANK NATIONAL ASSOC 127 PUBLIC SQUARE CLEVELAND OH 44114 TRUSTEE 1 11763 NONE 0 NONE 0 766211 -80 0 766131 0 0 766131 11492 754639 37732 37732 457 457 37275 0 37275 0 37275 37459 0 0 0 0 37459 37275 0 0 2418 1368 5474 4807 3889 17956 37459 0 0 0 37275 184 0 0 18140 0 0 0 0 0 0 2418 15722 1368 5474 4807 3889 184 X GAYLORD HOSPITAL P O BOX 400 WALLINGFORD CT 06492 NONE PC GENERAL OPERATING 14344 CENTRAL CONNECTICUT COAST YMCA INC 1240 CHAPEL ST NEW HAVEN CT 06511 NONE PC GENERAL OPERATING 4780 CITY MISSIONARY ASSOCIATION 28 TERRACE GDNS WALLINGFORD CT 064925143 NONE PC GENERAL OPERATING 4780 SONS OF THE AMERICAN REVOLUTION GEN DAVID HUMPHREYS BRANCH #1 10 ROUNDHILL RD CHESHIRE CT 06410 NONE PC GENERAL OPERATING 9564 33468 14 21865 18 19978 41843 41843 false false false false false false false false false false TAX PREPARATION FEE (NON-ALLOC 1050 1050 262028301 DRIEHAUS EMERGING MK AT COST 18454 30778 47803U640 JOHN HANCOCK III - D AT COST 49081 73331 4812A1373 JPMORGAN SMALL CAP E 09260B747 BLACKROCK FLOATING R AT COST 17023 15728 057071805 BAIRD INTERMEDIATE B AT COST 243811 228698 38142V845 GOLDMAN SACHS INTL E AT COST 29469 46594 922908645 VANGUARD MID-CAP IND AT COST 2974 11305 46432F842 ISHARES CORE MSCI EA AT COST 14906 25318 922908710 VANGUARD 500 INDEX F AT COST 46451 231348 258620103 DOUBLELINE TOTAL RET AT COST 65559 54076 256206103 DODGE & COX INTERNAT AT COST 20869 34157 464287804 ISHARES CORE S&P SMA AT COST 16614 23307 FOREIGN TAXES 98 98 0 FEDERAL TAX PAYMENT - PRIOR YE 259 0 0 FEDERAL ESTIMATES - PRINCIPAL 548 0 0 FOREIGN TAXES ON NONQUALIFIED 58 58 0