2026-02-06T12:16:49-06:00 2025-03-31 112973036 SHALIK MORRIS & COMPANY LLP 1177 SUMMER STREET - 3RD FLOOR STAMFORD CT 06905 990PF 2024-04-01 853997132 SONS & DAUGHTERS OF ITALY FOUNDATION INC SONS 9143913281 23 MCALISTER AVENUE NORWALK CT 06854 ANTHONY PERRONE PRESIDENT 9143913281 2026-02-06 1 0 RALPH CONTE CPA P00209486 2033230509 2024 2025-03-06 01:10:19Z X 1161397 X X 333 333 33770 33770 29450 142562 29450 63553 63553 0 0 0 0 0 323 323 0 0 2580 2580 0 0 315 218 0 0 2062 2057 0 0 5280 5178 0 0 95000 95000 100280 5178 0 95000 -36727 58375 0 9956 20828 20828 120211 112877 97662 1037741 1001309 943555 24350 22662 18991 90835 86929 80361 606 0 0 1283699 1244605 1161397 0 0 X 0 0 0 0 1283699 1244605 1283699 1244605 1283699 1244605 1283699 -36727 0 1246972 2367 1244605 FRANKLIN INCOME A1 2021-06-16 2024-06-11 842 869 -27 -27 FRANKLIN INCOME A1 2021-06-16 2024-11-21 1689 1730 -41 -41 FRANKLIN U.S. GOVT SECS A1 2021-06-16 2024-06-11 1710 1910 -200 -200 FRANKLIN U.S. GOVT SECS A1 2021-06-16 2024-11-21 3315 3782 -467 -467 FRANKLIN EQUITY INCOME A 2021-06-16 2024-06-11 3436 3295 141 141 FRANKLIN EQUITY INCOME A 2021-06-16 2024-11-21 7251 6214 1037 1037 FRANKLIN LOW DUR TTL RTN A 2021-06-16 2024-11-21 1935 2016 -81 -81 FRANKLIN LOW DUR TTL RTN A 2021-06-16 2024-11-21 3770 3972 -202 -202 FRANKLIN TOTAL RETURN A 2021-06-16 2024-06-11 3443 3861 -418 -418 FRANKLIN TOTAL RETURN A 2021-06-16 2024-11-21 6712 7751 -1039 -1039 FRANKLIN RISING DIVIDENDS A 2021-06-16 2024-06-11 3301 3119 182 182 FRANKLIN RISING DIVIDENDS A 2021-06-16 2024-11-21 6704 5888 816 816 FRANKLIN CORE PLUS BOND A 2021-06-16 2024-06-11 551 595 -44 -44 FRANKLIN CORE PLUS BOND A 2021-06-16 2024-11-21 1075 1186 -111 -111 FRANKLIN GROWTH ALLOCATION A 2021-06-16 2024-06-11 3135 3327 -192 -192 FRANKLIN GROWTH ALLOCATION A 2021-06-16 2024-11-21 6316 6394 -78 -78 TEMPLETON GLOBAL BALANCED A 2021-06-16 2024-06-11 1300 1304 -4 -4 TEMPLETON GLOBAL BALANCED A 2021-06-16 2024-11-21 2515 2652 -137 -137 TEMPLETON GLOBAL BOND A 2021-06-16 2024-06-11 346 374 -28 -28 TEMPLETON GLOBAL BOND A 2021-06-16 2024-11-21 654 738 -84 -84 FRANKLIN CORE PLUS BOND A 2021-06-16 2025-02-12 1334 1494 -160 -160 FRANKLIN CUSTODIAN FDS 2021-06-16 2025-02-12 2087 2170 -83 -83 FRANKLIN GROWTH ALLOCATION A 2021-06-16 2025-02-12 7980 8049 -69 -69 FRANKLIN INVS SEC TR 2021-06-16 2025-02-12 4704 4979 -275 -275 FRANKLIN INVS SEC TR 2021-06-16 2025-02-12 8337 9773 -1436 -1436 FRANKLIN RISING DIVIDENDS A 2021-06-16 2025-02-12 8388 8076 312 312 FRANKLIN TEM[LETON FUNDS 2021-06-16 2025-02-12 4117 4757 -640 -640 FRANKLIN TEM[LETON FUNDS 2021-06-16 2025-02-12 9071 8510 561 561 TEMPLETON GLOBAL BOND A 2021-06-16 2025-02-12 802 936 -134 -134 TEMPLETON GLOBAL BALANCED A 2021-06-16 2025-02-12 3180 3391 -211 -211 CAPITAL GAINS DIVIDENDS P 32562 32562 32562 29450 811 0 811 0 811 0 0 0 0 0 16 827 0 0 0 0 0 0 0 0 0 0 1 1 CT 1 0 0 0 0 1 N/A ANTHONY PERRONE 9143913281 23 MCALLISTER AVE NORWALK CT 06854 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ANTHONY PERRONE 23 MCALISTER AVENUE NORWALK CT 06854 PRESIDENT & DIRECTOR 0.00 0 0 0 MARIE DICERTO IANNAZZI 12 KINGSBURY ROAD NORWALK CT 06851 SECRETARY & DIRECTOR 0.00 0 0 0 JAMES ANDERSON 2 OLD WELL COURT NORWALK CT 06855 TREASURER 0.00 0 0 0 JOHN TROY 106 EAST ROCKS ROAD NORWALK CT 06851 DIRECTOR 0.00 0 0 0 RONALD RYBNICK 61 SCRIBNER AVENUE NORWALK CT 06854 DIRECTOR 0.00 0 0 0 ANTHONY ARMENTANO 17 SACHEM STREET NORWALK CT 06850 DIRECTOR/ASSIST TREASURER 0.00 0 0 0 NONE 0 NONE 0 0 1200007 16290 0 1216297 0 0 1216297 18244 1198053 59903 59903 811 811 59092 0 59092 0 59092 95000 0 95000 59092 32844 0 0 95000 32844 0 0 59092 3064 0 0 3064 0 0 0 0 0 0 0 3064 3064 2020-11-10 X PIETRO MICCA LODGE NO 744 INC 12 KINGSBURY ROAD NORWALK CT 06851 THE FOUNDATIONS HAVE COMMON DIRECTORS NC COLLEGE SCHOLARSHIPS. 50000 PIETRO MICCA LODGE NO 744 INC 12 KINGSBURY ROAD NORWALK CT 06851 THE FOUNDATIONS HAVE COMMON DIRECTORS NC OPERATING EXPENSES. 45000 95000 0 14 333 14 33770 18 29450 0 63553 0 63553 0 0 0 0 0 0 0 0 0 1 PIETRO MICCA LODGE NO 744 INC 501(C)(10) COMMON DIRECTORS ACCOUNTING 2580 2580 0 0 2,821.770 SHS TEMPLETON GLOBAL BOND A 22662 18991 6,480.402 SHS FRANKLIN EQUITY INCOME A 198166 200763 8,908.778 FRANKLIN GROWTH ALLOCATION A 186943 177463 12,304.738 SHS FRANKLIN LOW DUR TLT RTN A 117358 110496 2,116.222 SHS FRANKLIN RISING DIVIDENDS A 187120 183836 29,649.788 TEMPLETON GLOBAL BALANCED A 79124 74421 23,683.834 SHS FRANKLIN TOTAL RETURN A 232598 196576 112877 97662 0 0 3,806.596 FRANKLIN CORE PLUS BOND A FMV 35637 31480 20,538.337 SHS FRANKLIN INCOME FMV 51292 48881 LEGAL 323 323 0 0 FEDERAL EXCISE TAX REFUND RECEIVABLE (RECEIVED 640.46 ON 9/4/24) 606 ADJUST TO INVESTMENTS BOOK VALUE 2367 INSURANCE EXPENSE 1711 1711 0 0 OFFICE EXPENSES 346 346 0 0 INTEREST AND PENALTY 5 0 0 0 FOREIGN TAXES 218 218 0 0 FEDERAL EXCISE TAX 97 0 0 0