2026-04-10T11:18:34-04:00 2025-11-30 HRB TAX GROUP INC 600 SUMMER ST STAMFORD CT 06901 990PF 2024-12-01 203981786 BENNACK POLAN FOUNDATION A57121005 % FRANK BENNACK BENN 2039668157 339 INDIAN ROCK ROAD New Canaan CT 06840 FRANK A BENNACK PRESIDENT 2039668157 2026-03-30 true Deanna Clark P01728946 2033591040 2024 2025-03-06 01:10:19Z X 5535185 X 0 X 150203 150203 691589 1659682 691589 20581 841792 841792 20581 0 700 0 0 0 15116 2754 128 18570 128 0 0 289000 289000 307570 128 0 289000 534222 841664 20581 2098 95229 95229 1958760 1391090 3169247 1245507 2292959 2270709 3206365 3779278 5535185 0 0 X 3206365 3779278 3206365 3779278 3206365 3779278 3206365 534222 38691 3779278 3779278 SIX CIRCLES US 2024-12-23 2024-12-24 7394 7511 -117 -117 SIX CIRCLES GLOBAL 2024-12-23 2024-12-24 6262 7276 -1014 -1014 SIX CIRCLES CREDIT 2024-12-23 2024-12-24 3219 3205 14 14 ISHARES MSCI 2024-12-23 2024-12-24 3897 3005 892 892 FIDELITY INTL INDX 2024-12-23 2024-12-24 9089 9407 -318 -318 FIDELITY 500 INDEX 2024-12-23 2024-12-24 39519 39703 -184 -184 VANGUARD TTL INTL 2024-12-23 2024-12-24 13367 14825 -1458 -1458 JPMORGAN BETABUILDERS 2024-12-23 2024-12-24 4566 3107 1459 1459 FIDELITY 500 INDEX 2024-11-25 2025-06-05 11302 11391 -89 -89 FIDELITY 500 INDEX 2024-11-25 2025-07-14 9783 9359 424 424 FIDELITY 500 INDEX 2024-11-25 2025-10-09 58606 52176 6430 6430 ISHARES US TREASURY 2025-11-11 2025-11-24 4436 4427 9 9 JP MORGAN BETABUILDERS 2025-10-09 2025-11-11 27150 26552 598 598 SIX CIRCLES US 2024-12-17 2025-07-14 13145 12564 581 581 SIX CIRCLES US 2025-10-09 2025-11-11 46085 44991 1094 1094 SIX CIRCLES INTL 2024-08-08 2025-05-05 6565 6072 493 493 SIX CIRCLES INTL 2024-12-17 2025-06-05 53587 45528 8059 8059 SIX CIRCLES INTL 2024-12-17 2025-11-11 10302 8165 2137 2137 VANGUARD TOTAL BOND 2025-11-11 2025-11-24 8658 8645 13 13 VANGUARD TOTAL INTL 2024-12-17 2025-11-24 9414 9557 -143 -143 VANGUARD MORTGAGE 2024-11-25 2025-10-09 87490 86107 1383 1383 VANGUARD MORTGAGE 2024-11-25 2025-10-09 12976 12782 194 194 ISHARES 2016-09-16 2025-06-16 19118 12437 6681 6681 ISHARES MSCI 2016-09-16 2025-11-11 167912 100216 67696 67696 JP MORGAN BETABUILDERS 2023-06-21 2025-05-05 13260 11744 1516 1516 JP MORGAN BETABUILDERS JAPAN 2022-07-15 2025-11-11 32853 22848 10005 10005 JPMORGAN BETABUILDERS 2019-03-29 2025-05-05 7269 4639 2630 2630 JPMORGAN BETABUILDERS 2019-03-29 2025-11-11 30079 16405 13674 13674 JP MORGAN BETABUILDERS 2021-01-25 2025-11-11 455 457 -2 -2 SIX CIRCLES US 2021-02-12 2025-07-14 1431 1086 345 345 SIX CIRCLES US 2021-07-15 2025-11-11 71418 46601 24817 24817 SIX CIRCLES 2024-02-26 2025-05-05 18756 16908 1848 1848 SIX CIRCLES 2024-02-26 2025-06-05 6047 5231 816 816 SIX CIRCLES 2021-07-15 2025-11-11 30328 23570 6758 6758 SIX CIRCLES 2020-08-17 2025-11-24 24607 28523 -3916 -3916 SIX CIRCLES CREDIT 2021-07-01 2025-10-09 90312 88388 1924 1924 SPDR S&P 2017-07-05 2025-10-09 48323 17469 30854 30854 SPDR S&P 500 2021-07-01 2025-11-11 696645 214040 482605 482605 VANGUARD 2022-05-27 2025-11-24 6640 6815 -175 -175 SIX CIRCLES US LT CAPITAL GAIN DIST 2024-12-16 2025-12-17 10211 0 10211 10211 FIDELITY 500 INDEX 2024-07-15 2025-10-09 34728 21883 12845 12845 691589 20581 11699 11699 11699 1300 0 1300 572 10971 false false false false false false false true TX true false false false false false FRANK BENNACK 2039668157 339 INDIAN ROCK RD NEW CANAAN CT 06840 false false false false false false false false false false false false false false false false false false false false FRANK A BENNACK JR 339 INDIAN ROCK RD NEW CANAAN CT 06840 PRESIDENT 0 0 0 0 MARY LAKE POLAN 339 INDIAN ROCK RD NEW CANAAN CT 06840 VICE PRESIDENT 0 0 0 0 SHELLEY MCCULLOUGH 339 INDIAN ROCK RD NEW CANAAN CT 06840 SECRETARY 0 0 0 0 5000000 50000 0 5050000 0 5050000 75750 4974250 248713 248713 11699 11699 237014 237014 237014 289000 0 0 0 0 289000 237014 2022 2021 2020 289000 237014 51986 51986 0 51986 51986 X EK POWE ELEMENTARY 913 NINTH STREET DURHAM NC 27705 PC LITERARY TUTORING PROGRAM 15000 DEER RUN & BROOKWOODS CAMP 34 CAMP BROOKWOOD RD ALTON NH 03809 PC EQUIPMENT 20000 OUR LADY OF THE HILLS 235 PETERSON FARM RD KERRVILLE TX 78028 PC TAPPS ACADEMIC 15000 USA FOR UNFPA 605 THIRD AVE 4TH FL NEW YORK NY 10158 CHILDREN IN LEBANON 20000 INTERNATIONAL MEDICAL RESPONSE 22 PROSPECT PARK SW BROOKLYN NY 11215 PC BLACK WORKER SCHOLARSHIP 15000 CURTAIN UP CANCER FOUNDATION PO BOX 593232 SAN ANTONIO TX 78205 PC THE SIX PERFORMANCE 25000 USA FOR UNFPA 605 THIRD AVE 4TH FL NEW YORK NY 10158 PC TRAINING APP FOR MIDWIVES IN AFGHANISTAN 20000 FROM THE HEART PRODUCTION 55 EAST 87TH STREET NEW YORK NY 10128 PC THE GIRLS DOCUMENTARY 15000 THE MARBRIDGE FOUNDATION PO BOX 2250 MANCHACA TX 78652 PC BENEVOLENT 20000 CENTRAL ACADEMY OF TECHNOLOGY 600 BREWER DRIVE MONROE NC 28112 PC ART SUPPLIES 6000 YALE SCHOOL OF MEDICINE PO BOX 208063 NEW HAVEN CT 06520 PC GENE THERAPY 28000 COMMUNITY FOUNDATION TEXAS HILL 241 EARL GARRETT KERRVILLE TX 78028 PC FLOOD RELIEF FUND 25000 ST ALOYSIUS PARISH 40 MAPLE STREET NEW CANAAN CT 06840 PC BUILDING CAMPAIGN 25000 YALE SCHOOL OF MEDICINE 333 CEDAR STREET NEW HAVEN CT 06510 PC RPL STUDY 40000 289000 14 150203 18 691589 841792 841792 false false false false false false false false false false TAX PREPARATION FEES 700 JP MORGAN 2292959 2270709 JP MORGAN 1391090 3169247 ADJUSTMENT 38691 JP MORGAN DEC 2024 3769 JP MORGAN MAR 2025 3746 JP MORGAN JUNE 2025 3687 JP MORGAN SEPT 2025 3914 FOREIGN TAXES 128 128 IRS TAXES 2023 2626