2026-09-14T14:11:07-04:00 2025-12-31 161618400 ROBERT A VANCE CPA LLC 565 KINGS HIGHWAY EAST FAIRFIELD CT 068254816 990PF 2025-01-01 066038309 ESTATE OF BENJAMIN B LEWIS ESTA 2032551886 46 OLD SAWMILL ROAD TRUMBULL CT 06611 HERBERT G KOEHLER TRUSTEE 2032551886 2026-09-09 ROBERT A VANCE CPA P01268825 2033841040 2026-09-09 2025 X 2692098 X X 43852 43852 51935 212050 51935 95787 95787 40000 28000 12000 844 844 8278 8278 19724 19270 454 275 275 126 126 69247 56793 12454 115000 115000 184247 56793 127454 -88460 38994 84531 53928 53928 853110 794159 2638170 937641 848087 2692098 0 X 937641 848087 937641 848087 937641 848087 937641 -88460 944 850125 2038 848087 25,000 SHS GENERAL MOTORS 6.125% P 2025-02-06 2025-09-02 25000 25026 -26 -26 25,000 SHS HARLEY-DAVIDSON 3.5% P 2025-02-06 2025-07-28 25000 24885 115 115 20,000 SHS PHILLIPS 66 1.3%26 P 2025-08-05 2025-12-31 20000 19681 319 319 25,000 SHS US TREASURY 4.125% P 2024-04-03 2025-01-31 25000 24806 194 194 618 SHS BROWN CAPITAL MGMT SM CO P 2025-03-24 27753 36757 -9004 -9004 25,000 SHS XCEL ENERGY 3.3% P 2024-04-10 2025-06-01 25000 24373 627 627 85 SHS VANGUARD INFO TECH ETF P 2008-04-16 2025-07-31 58941 4587 54354 54354 51935 602 542 542 542 1605 1605 1063 1063 false false false false false false false true true false false false false false true N/A HERBERT G KOEHLER 2032551886 86 CROWN STREET TRUMBULL CT 06611 false false false false false false false false false false false false false false false false false false false false HERBERT G KOEHLER 86 CROWN STREET TRUMBULL CT 06611 TRUSTEE 000.00 12000 0 0 W PARKER SEELEY JR 3695 POST ROAD - SUITE 201 SOUTHPORT CT 06890 TRUSTEE 000.00 14000 0 0 KARYN A CUNNINGHAM 239 JUDD ROAD EASTON CT 06612 TRUSTEE 000.00 14000 0 0 NONE NONE N/A 2425894 78272 0 2504166 2504166 37562 2466604 123330 123330 542 542 122788 122788 122788 127454 127454 122788 26737 23025 14638 9350 632 74382 127454 122788 4666 79048 0 26737 52311 23025 14638 9350 632 4666 X KARYN A CUNNINGHAM 239 JUDD ROAD EASTON CT 06612 7723805217 DESCRIPTION OF PROGRAM, PROGRAM GOALS & ACCOMPLISHMENTS, AND LATEST FINANCIAL STATMENTS SEPTEMBER 30 PUBLIC CHARITIES LOCATED IN GREATER BRIDGEPORT AREA BRIDGEPORT CITADEL CORP SALVATION A HOLLY FINK DIR OF DONOR RELATIONS 855 ASYLUM AVENUE HARTFORD CT 06105 POF AID FOR GREATER BRIDGEPORT CHARITY 10000 BRIDGEPORT HOSPITAL FOUNDATION SUSAN CHUDWICK EXEC DIR OF DEVELOPMENT 267 GRANT STREET BRIDGEPORT CT 06610 POF AID FOR GREATER BRIDGEPORT CHARITY 8000 BRIDGEPORT LADIES CHARITABLE SOCIET SALLLY CUMMINGS PRESIDENT PO BOX 943 SOUTHPORT CT 06890 POF AID FOR GREATER BRIDGEPORT CHARITY 4000 BRIDGEPORT PUBLIC EDUCATION FUND FAITH VILLEGAS EXECUTIVE DIRECTOR 446 UNIVERSITY AVENUE BRIDGEPORT CT 06604 POF AID FOR GREATER BRIDGEPORT CHARITY 5000 BRIDGEPORT RESCUE MISSION DAVID KEITH MAJOR GIFT OFFICER 725 PARK AVENUE BRIDGEPORT CT 06604 POF AID FOR GREATER BRIDGEPORT CHARITY 5000 BRIDGEPORT YMCA MARIA VALENTIN EXECUTIVE DIRECTOR 850 PARK AVENUE BRIDGEPORT CT 06604 POF AID FOR GREATER BRIDGEPORT CHARITY 6000 BURROUGHS COMMUNITY CENTER MICHAEL QUAN EXECUTIVE DIRECTOR 2470 FAIRFIELD AVENUE BRIDGEPORT CT 06605 POF AID FOR GREATER BRIDGEPORT CHARITY 6000 CENTER FOR FAMILY JUSTICE DEBRA GREENWOOD PRESIDENT/CEO 753 FAIRFIELD AVENUE BRIDGEPORT CT 06604 POF AID FOR GREATER BRIDGEPORT CHARITY 5100 COUNCIL OF CHURCHES OF GREATER BRID BARBARA BURIAN TREASURER 1183 BROAD STREET BRIDGEPORT CT 06604 POF AID FOR GREATER BRIDGEPORT CHARITY 2000 GOODWILL INDUSTRIES OF WESTERN CT PATRICK JONES DEV & MARKETING MANAGER 165 OCEAN TERRACE BRIDGEPORT CT 06605 POF AID FOR GREATER BRIDGEPORT CHARITY 100 HARTFORD HEALTH CARE AT HOME (VNS) PAT KLEINMAN FINANCE MANAGER 765 FAIRFIELD AVE BRIDGEPORT CT 06604 POF AID FOR GREATER BRIDGEPORT CHARITY 2000 JAMES J CURIALE SCHOOL BRETT A GUSTAFSON PRINCIPAL 300 LAUREL AVENUE BRIDGEPORT CT 06605 POF AID FOR GREATER BRIDGEPORT CHARITY 9000 LIFEBRIDGE COMMUNITY SERVICES (FSW EDITH BOYLE PRESIDENT AND CEO 475 CLINTON AVENUE BRIDGEPORT CT 06605 POF AID FOR GREATER BRIDGEPORT CHARITY 4000 MERCY LERNING CENTER FIONA WILKES DIR OF DEVELOPMENT 637 PARK AVENUE BRIDGEPORT CT 06604 POF AID FOR GREATER BRIDGEPORT CHARITY 1700 NOURISH BRIDGEPORT INC REV SARA SMITH EXEC DIRECTOR PO BOX 1859 BRIDGEPORT CT 06601 POF AID FOR GREATER BRIDGEPORT CHARITY 20000 SHEPHERDS INC JANE MACDONALD DIR OF DEVELOPMENT 1172 POST ROAD FAIRFIELD CT 06824 POF AID FOR GREATER BRIDGEPORT CHARITY 1000 SUMMERFIELD UNITED METHODIST CHURCH THE REV HERRON KEYON GASTON PASTOR 110 CLEMENT AVENUE BRIDGEPORT CT 06610 POF AID FOR GREATER BRIDGEPORT CHARITY 10100 WAKEMAN BOYS & GIRLS CLUB SARA MOTTI DIRECTOR OF DEVELOPMENT 595 MADISON AVE BRIDGEPORT CT 06604 POF AID FOR GREATER BRIDGEPORT CHARITY 4000 YMCA - CAMP HI-ROCK JESSICA SPEER-HOLMES EXEC DIRECTOR 544 EAST STREET MT WASHINGTON MA 01258 POF AID FOR GREATER BRIDGEPORT CHARITY 12000 115000 14 43852 14 5356 46579 49208 46579 95787 false false false false false false false false false false H G KOEHLER & CO 4988 4988 ROBERT A VANCE CPA, LLC 3290 3290 CONNECTICUT ATTORNEY GENERAL ONLY ACCEPTS REPORTS FROM CHARITIES THAT SOLICIT FUNDS, WHICH IS NOT THE CASE WITH THE LEWIS TRUST. SECURITIES 794159 2638170 W PARKER SEELEY JR & ASSOC PC 844 844 OTHER INVESTMENT GAIN/LOSS 538 FEDERAL EXCISE TAX 1500 EXPENSES ADMINISTRATIVE SUPPPORT SURETY BOND PREMIUM 125 125 PORTFOLIO EXPENSE 1 1 DIVIDENDS & INTEREST 669 FOREIGN TAX 275 CHARTER RESEARCH & INVESTMENT GR 18870 18870 PROBATE COURT FEE 854 400 454 FOREIGN TAX ON DIVIDENDS 275 275