2026-07-21T08:09:12-07:00 2025-12-31 061392255 KING KING & ASSOCIATES CPAS 170 HOLABIRD AVE WINSTED CT 06098 990PF 2025-01-01 066253899 ATON FOREST IRREVOCABLE TRUST DTD 112792 ATON 8603796425 170 HOLABIRD AVENUE WINSTED CT 06098 JOYCE HEMINGSON Trustee 8603796425 2026-07-21 true Christopher King CPA P01315096 8603790215 2025 2025-03-06 01:10:19Z X 579706 X 25239 15710 15710 15710 14853 101320 14853 971 10873 10523 350 66675 41086 17031 3000 1500 1500 5115 2557 2558 2879 2879 645 645 766 383 383 12405 7964 2558 1883 27000 27000 39405 7964 2558 28883 27270 33122 14473 3939 8458 8458 26048 31804 31804 21601 36472 20740 16765 16765 78479 184231 172131 180288 167227 171557 251137 8800 8800 8800 8800 428611 445987 579706 0 X 428611 445987 428611 445987 428611 445987 428611 27270 181 456062 10075 445987 1 fidelity #3676 Short Term Cov P 2025-02-01 2025-12-01 56760 55789 971 971 1 FIDELITY#3676 Long Term Cov P 2010-10-01 2025-12-31 40848 29067 11781 11781 2.138 Fidelity Capital Appreciation P 2004-12-03 2025-11-25 104 52 52 52 107.465 Fidelity Contrafund P 2003-12-03 2025-11-25 2652 557 2095 2095 Govt Natl Mtg Assn Pool#2301 P 1997-01-06 2025-12-20 7 7 Govt Natl Mtg Assn Pool#3569 P 2004-07-19 2025-12-20 76 79 -3 -3 Govt Natl Mtg Assn Pool#3583 P 2004-08-16 2025-12-20 55 58 -3 -3 Govt Natl Mtg Assn Pool#3596 P 2004-09-09 2025-12-20 53 56 -3 -3 Govt Natl Mtg Assn Pool#3610 P 2004-10-08 2025-12-20 52 55 -3 -3 Govt Natl Mtg Assn Pool#3624 P 2004-11-03 2025-12-20 59 62 -3 -3 Govt Natl Mtg Assn Pool#3637 P 2004-11-19 2025-12-20 131 138 -7 -7 Govt Natl Mtg Assn Pool#3652 P 2005-01-05 2025-12-20 156 163 -7 -7 Govt Natl Mtg Assn Pool#3678 P 2005-02-11 2025-12-20 159 169 -10 -10 Govt Natl Mtg Assn Pool#3691 P 2005-03-18 2025-12-20 71 74 -3 -3 Govt Natl Mtg Assn Pool#3702 P 2005-04-19 2025-12-20 73 76 -3 -3 Govt Natl Mtg Assn Pool#3889 P 2006-08-28 2025-12-20 64 65 -1 -1 14853 971 460 460 460 130 700 830 370 370 false false false false false false false true true CT true false false false false true N/A KING KING & ASSOCIATES CPAS 8603796425 170 HOLABIRD AVENUE WINSTED CT 06098 false false false false false false false false false false false false false false false false false false false false false false JOYCE HEMINGSON 44 ROCK HALL RD COLEBROOK CT 06021 Trustee 2.00 1500 BRONWEN CHILDS 109 LITCHFIELD RD PO BOX 13 NORFOLK CT 06058 Trustee 2.00 1500 NONE NONE FELLOWSHIP STIPEND TO CHARLES S. EISEMAN TO CONDUCT SCIENTIFIC RESEARCH AS STIPULATED IN THE TRUST AGREEMENT 27000 507875 26542 8800 543217 0 543217 8148 535069 26753 26753 460 460 26293 26293 26293 28883 28883 26293 692 3630 4322 28883 0 26293 2590 6912 0 6912 692 3630 2590 X CHARLES S EISEMAN 276 OLD WENDELL RD NORTHFIELD MA 01360 None I FELLOWSHIP 27000 27000 14 15710 18 10523 18 14853 LEASE INCOME 350 41086 350 41436 11 THE INITIAL ASSETS OF THE ATON FOREST FELLOWSHIP IRREVOCABLE TRUST WERE DONATED IN 1981 BY FRANK E. EGLER, PH.D., NOTED WRITER AND ECOLOGIST (DECEASED 12/26/96). HE GAVE THE ASSETS SUBJECT TO A TRUST INSTRUMENT TO PROVIDE FOR THE FRUGAL SUPPORT OF A FELLOW TO CONDUCT LONG-TERM, LOW-KEY, LOW COST SCIENTIFIC STUDIES. THESE STUDIES CAN BE CONDUCTED ON LANDS OWNED BY ATON FOREST, INC., EXEMPT UNDER IRC SECTION 501(C)(3), WHICH ARE PERMANENTLY RESTRICTED FOR CONSERVATION PURPOSES. ALL INCOME FROM THE ASSETS OF THE TRUST ENABLES THE FOUNDATION TO FUND THIS FELLOWSHIP IN THE PUBLIC INTEREST. false false false false false false false false false false X X 1 Joyce Hemingson 44 Rock Hall Road Colebrook CT 06021 25239 X X 1 Publicly Traded Securities 24976 2025-11-24 ACCOUNTING FEES 5115 2557 2558 0 STRATEGIC ADVISORS SHORT DURATION FUND 18956 18989 STRATEGIC ADVISORS INCOME OPPORTUNITIES 4255 4577 STRATEGIC ADVISORS CORE INCOME FUND 148920 156722 AMAZON 16765 78479 36472 20740 FIDELITY SAI CANADA EQUITY INDEX FUND AT COST 5179 6466 STRATEGIC ADVISORS US TOTAL STOCK FD AT COST 100564 154462 STRATEGIC ADVISERS ALTERNATIVES FUND AT COST 13192 13001 STRATEGIC ADVISERS EMERGING MARKETS AT COST 15586 24316 STRATEGIC ADVISERS INTERNATIONAL FUND AT COST 30384 46189 COHEN & STEERS REALTY SHARES AT COST 1933 1860 VANGUARD COMMODITY STRATEGY FD ADMIRAL AT COST 4719 4843 Land 8800 8800 8800 TO ADJUST BASIS FOR DONATED SECURITIES TO FMV 10075 INSURANCE - ERRORS & OMISSIONS 766 383 383 LEASE INCOME 350 350 Other Investment Income 10523 10523 FIDELITY ADVISORY FEES 2879 2879 0 0 990-PF TAX 450 450 FOREIGN TAX 195 195