2024-05-13T09:54:17-05:00 2023-12-31 061071692 HARPERWHITFIELD PC 314 FARMINGTON AVENUE FARMINGTON CT 06032 990PF 2023-01-01 133692236 THE AUERBACH SCHIRO FOUNDATION AUER 8602325854 25 BROOKSIDE BOULEVARD WEST HARTFORD CT 06107 ELIZABETH A SCHIRO TRUSTEE 8602325854 2024-05-07 1 ELIZABETH SCHIRO 999009999 0 W SCOTT GOETJEN CPA P00145918 8606779188 2024-05-07 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 4308929 X X 24 24 76587 76587 88034 206888 88034 164645 164645 0 0 0 12015 6007 6008 2412 2129 0 4112 4112 0 18539 12248 6008 203571 203571 222110 12248 209579 -57465 152397 62278 87472 87472 1555 1422 1555 1555 1522177 1403323 2182261 665591 701653 2037641 2251468 2194003 4308929 0 0 X 1246158 1246158 0 0 1005310 947845 2251468 2194003 2251468 2194003 2251468 -57465 0 2194003 0 2194003 PUBLICLY TRADED SECURITIES P 179857 118854 61003 61003 CAPITAL GAINS DIVIDENDS P 27031 27031 27031 88034 2118 0 2118 0 2118 2440 0 0 0 2440 0 322 322 0 0 0 0 0 0 0 0 0 0 0 1 1 CT 1 0 0 0 0 1 N/A ELIZABETH A SCHIRO 8602325854 25 BROOKSIDE BLVD WEST HARTFORD CT 06117 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ELIZABETH A SCHIRO 25 BROOKSIDE BLVD WEST HARTFORD CT 061071108 TRUSTEE 0.00 0 0 0 STEPHEN L BAYER 25 BROOKSIDE BLVD WEST HARTFORD CT 061071108 TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 0 4039276 61622 0 4100898 0 0 4100898 61513 4039385 201969 201969 2118 2118 199851 0 199851 0 199851 209579 0 209579 199851 203613 0 0 209579 203613 0 0 5966 0 0 0 0 0 0 0 0 193885 0 0 0 ELIZABETH A SCHIRO 25 BROOKSIDE BLVD WEST HARTFORD CT 06107 8602325854 THE FOUNDATION DOES NOT HAVE AN APPLICATION FORM BUT REQUIRES DETAILS OF THE PURPOSE OF THE GRANT AND VERIFICATION OF THE TAX-EXEMPT STATUS OF DONEES. THERE ARE NO SUBMISSION DEADLINES. THERE ARE NO RESTRICTIONS OR LIMITATIONS ON AWARDS SUCH AS BY GEOGRAPHICAL AREAS, CHARITBALE FIELDS, KINDS OF INSTITUTIONS OR OTHER FACTORS. AMERICAN FOUNDATION FOR SUICIDE PREVENTION 199 WATER ST 11TH FLOOR NEW YORK NY 10038 NONE CHARITABLE ORGANIZAT GENERAL SUPPORT 250 THE BURTON & PHYLLIS HOFFMAN FOUNDATION CO FRIENDS OF MICHAEL 750 CT BLVD EAST HARTFORD CT 06108 NONE CHARITABLE ORGANIZAT GENERAL SUPPORT 1500 CONGREGATION BETH ISRAEL 701 FARMINGTON AVE WEST HARTFORD CT 06119 NONE CHARITABLE ORGANIZAT GENERAL SUPPORT 31600 CT 4-H RESOURCE CENTER 159 AUERFARM ROAD BLOOMFIELD CT 06002 NONE CHARITABLE ORGANIZAT GENERAL SUPPORT 45425 CT HISTORICAL SOCIETY ONE ELIZABETH ST HARTFORD CT 06105 NONE CHARITABLE ORGANIZAT GENERAL SUPPORT 1000 CT LAND CONSERVATION 27 WASHINGTON ST MIDDLETOWN CT 06457 NONE CHARITABLE ORGANIZAT GENERAL SUPPORT 3000 CT PUBLIC BROADCASTING NETWORK 1049 ASYLUM AVE HARTFORD CT 06105 NONE CHARITABLE ORGANIZAT GENERAL SUPPORT 2500 ENVIRONMENTAL WORKING GROUP 1250 I ST NW WASHINGTON DC 20005 NONE CHARITABLE ORGANIZAT GENERAL SUPPORT 250 ELIZABETH PARK CONSERVANCY 1561 ASYLUM AVENUE WEST HARTFORD CT 06117 NONE CHARITABLE ORGANIZAT GENERAL SUPPORT 1000 EQUAL JUSTICE INITIATIVE 122 COMMERCE ST MONTGOMERY AL 36104 NONE CHARITABLE ORGANIZAT GENERAL SUPPORT 250 FRANKLIN AND MARSHALL COLLEGE PO BOX 3003 LANCASTER PA 17604 NONE CHARITABLE ORGANIZAT GENERAL SUPPORT 1000 HARTT SCHOOL OF MUSIC AT UNIVERSITY OF HARTFORD 200 BLOOMFIELD AVE WEST HARTFORD CT 06117 NONE CHARITABLE ORGANIZAT GENERAL SUPPORT 500 HANDS ON HARTFORD 55 BARTHOLOMEW AVE HARTFORD CT 06106 NONE CHARITABLE ORGANIZAT GENERAL SUPPORT 5000 HARRIET BEECHER STOWE CENTER 77 FOREST ST HARTFORD CT 06105 NONE CHARITABLE ORGANIZAT GENERAL SUPPORT 5000 HARTFORD AUDUBON SOCIETY PO BOX 270207 WEST HARTFORD CT 06127 NONE CHARITABLE ORGANIZAT GENERAL SUPPORT 250 HARTFORD STAGE 50 CHURCH ST HARTFORD CT 06103 NONE CHARITABLE ORGANIZAT GENERAL SUPPORT 15000 JEWISH FEDERATION OF GREATER HARTFORD 335 BLOOMFIELD AVE WEST HARTFORD CT 06117 BOARD MEMBER CHARITABLE ORGANIZAT GENERAL SUPPORT 18596 JT CONNECT 333 BLOOMFIELD AVE WEST HARTFORD CT 06117 NONE CHARITABLE ORGANIZAT GENERAL SUPPORT 1000 LEADERSHIP GREATER HARTFORD 30 LAUREL ST HARTFORD CT 06106 NONE CHARITABLE ORGANIZAT GENERAL SUPPORT 1000 KNOX INC 75 LAUREL ST HARTFORD CT 06106 NONE CHARITABLE ORGANIZAT GENERAL SUPPORT 1000 MOZILLA FOUNDATION 2 HARRISON ST 175 SAN FANCISCO CA 94105 NONE CHARITABLE ORGANIZAT GENERAL SUPPORT 150 MYSTIC SEAPORT MUSEUM 75 GREENMANVILLE AVE MYSTIC CT 06355 NONE CHARITABLE ORGANIZAT GENERAL SUPPORT 1000 NAACP LEGAL AND EDUCATION FUND 40 RECTOR ST FLOOR 5 NEW YORK NY 10006 NONE CHARITABLE ORGANIZAT GENERAL SUPPORT 250 NEW BRITAIN MUSEUM OF AMERICAN ART 56 LEXINGTON ST NEW BRITAIN CT 06052 NONE CHARITABLE ORGANIZAT GENERAL SUPPORT 1000 NEW ENGLAND JEWISH ACADEMY 300 BLOOMFIELD AVE WEST HARTFORD CT 06117 NONE CHARITABLE ORGANIZAT GENERAL SUPPORT 250 MUTUAL HOUSING ASSOCIATION 95 NILES ST HARTFORD CT 06105 NONE CHARITABLE ORGANIZAT GENERAL SUPPORT 25000 PEN AMERICA 588 BROADWAY SUITE 303 NEW YORK NY 10013 NONE CHARITABLE ORGANIZAT GENERAL SUPPORT 250 PRISON POLICY INITIATIVE PO BOX 127 NORTHAMPTON MA 01061 NONE CHARITABLE ORGANIZAT GENERAL SUPPORT 1000 REAL ARTWAYS 56 ARBOR ST HARTFORD CT 06106 NONE CHARITABLE ORGANIZAT GENERAL SUPPORT 20000 SHAKESPEARE & CO 70 KEMBLE ST LENOX MA 01240 NONE CHARITABLE ORGANIZAT GENERAL SUPPORT 500 SOLOMON SCHECHTER DAY SCHOOL 26 BUENA VISTS ROAD WEST HARTFORD CT 06107 NONE CHARITABLE ORGANIZAT GENERAL SUPPORT 250 THE BUSHNELL 166 CAPITOL AVE HARTFORD CT 06106 NONE CHARITABLE ORGANIZAT GENERAL SUPPORT 7500 THE TOR PROJECT 217 FIRST AVE SOUTH 4903 SEATTLE WA 98194 NONE CHARITABLE ORGANIZAT GENERAL SUPPORT 150 THEATERWORKS 233 PEARL ST HARTFORD CT 06103 NONE CHARITABLE ORGANIZAT GENERAL SUPPORT 7500 UCONN HILLEL 54 EAGELVILLE RD STORRS CT 06268 NONE CHARITABLE ORGANIZAT GENERAL SUPPORT 1000 WADSWORTH ATHENEUM 600 MAIN ST HARTFORD CT 06103 NONE CHARITABLE ORGANIZAT GENERAL SUPPORT 2500 WIKIMEDIA FOUNDATION INC PO BOX 98204 WASHINGTON DC 20090 NONE CHARITABLE ORGANIZAT GENERAL SUPPORT 150 WORLD CENTRAL KITCHEN 200 MASS AVE NW 7TH FLOOR WASHINGTON DC 20001 NONE CHARITABLE ORGANIZAT GENERAL SUPPORT 250 REPORTERS WITHOUT BORDERS PO BOX 34032 WASHINGTON DC 20043 NONE CHARITABLE ORGANIZAT GENERAL SUPPORT - 2022 CONTRIBUTION CHECK - VOIDED -250 203571 0 14 24 14 76587 18 88034 0 164645 0 164645 0 0 0 0 0 0 0 0 0 0 PURSUANT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE ABOVE REFERENCED FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF :UNDISTRIBUTED INCOME FROM THE TAX YEAR ENDING:2003 $291SIGNED: _________________________________ DATE: ____________________ ____________________________________________ NAME AND TITLE BANK OF AMERICA - STOCKS AND MUTUTAL FUNDS 1403323 2182261 VANGUARD 500 INDEX FUND AT COST 305367 1410069 VANGUARD ENERGY FUND AT COST 92637 73864 VANGUARD MID-CAP INDEX AT COST 74412 196091 VANGUARD SMALL-CAP INDEX AT COST 74623 193541 VANGUARD TOTAL INTL STOCK AT COST 154614 164076 MANAGEMENT FEES 4112 4112 0 PROFESSIONAL FEES 12015 6007 6008 FOREIGN TAXES 2129 2129 0 FEDERAL INCOME TAXES 283 0 0