2024-11-11T08:41:56-06:00 2024-07-31 060312590 Cummings & Lockwood LLC 75 Isham 400 W Hartford CT 06107 990PF 2023-08-01 263219070 Lynch Family Foundation LYNC 8063134930 Cummings Lockwood 75 Isham Rd 400 West Hartford CT 06107 Evy E Lynch Trustee 8063134930 2024-10-29 1 0 Alison A Sankner P01608435 8603134900 2023 2024-10-15 13:58:12Z X 3519843 X X 130 130 388 388 89528 179920 157283 90046 157801 0 0 0 5225 5225 0 1139 0 0 150 150 0 6514 5375 0 152905 152905 159419 5375 152905 -69373 152426 4164 25182 25182 1628602 1538211 3494661 1632766 1563393 3519843 0 0 X 0 0 0 0 1632766 1563393 1632766 1563393 1632766 1563393 1632766 -69373 0 1563393 0 1563393 Berkshire Hathaway - 130 shs D 2020-04-20 2023-09-11 46888 6131 40757 40757 Berkshire Hathaway - 250 shs D 2020-04-20 2024-01-25 92503 11790 80713 80713 Berkshire Hathaway - 100 shs D 2020-04-20 2024-06-21 40529 4716 35813 35813 157283 2119 0 2119 0 2119 988 0 0 0 988 0 1131 0 0 0 0 0 0 0 0 0 0 1 1 CT 1 0 0 0 0 1 N/A Cummings Lockwood LLC 8603134930 75 Isham Rd Ste 400 West Hartford CT 06107 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Evy E Lynch c/o Cummings Lockwood 75 Isham Road Suite 400 West Hartford CT 06107 Trustee 0.00 0 0 0 NONE 0 NONE 0 0 3128091 46365 0 3174456 0 0 3174456 47617 3126839 156342 156342 2119 2119 154223 0 154223 0 154223 152905 0 152905 154223 97918 0 0 152905 97918 0 0 54987 0 0 0 0 0 0 0 0 99236 0 0 0 X Paul L Bourdeau Esquire 75 Isham Road Suite 400 West Hartford CT 06107 8603134930 Letter None None Alzheimer's Disease and Related Disorders Association Inc 225 North Michigan Ave Suite 1700 Chicago IL 60601 None PC Current Use for General Charitable Purposes 3659 American Cancer Society Inc 3380 Chastain Meadows Parkway NW Ste 200 Kennesaw GA 30144 None PC Current Use for General Charitable Purposes 264 Anchor Health Foundation 1214 Silverton Way Brentwood CA 94513 None PC Current Use for General Charitable Purposes 5000 Artistree 6834 Running Springs Ct Frederick MD 21703 None PC Current Use for General Charitable Purposes 1030 Avon Old Farms School Inc 500 Old Farms Road Avon CT 06001 None PC Current Use for General Charitable Purposes 4000 Boston College Trustees 140 Commonwealth Ave Chestnut Hill MA 02467 None PC Current Use for General Charitable Purposes 5000 Boys & Girls Clubs of America 1275 Peachtree St NE Atlanta GA 30309 None PC Current Use for General Charitable Purposes 10000 Brown University 164 Angell Street Box 1877 Providence RI 02912 None PC Current Use for General Charitable Purposes 9000 Candid (Community Centric Fundraising ) 32 Old Slip 24th Floor New York NY 10005 None PC Current Use for General Charitable Purposes 5000 Child Care Resources Inc 5 E 2nd St Richmond VA 23224 None PC Current Use for General Charitable Purposes 1000 College of the Holy Cross 1 College St Worcester MA 01610 None PC Current Use for General Charitable Purposes 2000 Community Church of Vero Beach 1901 23rd St Vero Beach FL 32960 None PC Current Use for General Charitable Purposes 2500 Connecticut Foodshare 2 Research Parkway Wallingford CT 06492 None PC Current Use for General Charitable Purposes 2630 Covenant House 461 Eighth Avenue New York NY 10001 None PC Current Use for General Charitable Purposes 3000 East Beach Association PO Box 1055 Westerly RI 02891 None PC Current Use for General Charitable Purposes 500 Folds of Honor 5971 North Patriot Drive Owasso OK 74055 None PC Current Use for General Charitable Purposes 1030 Gary Sinise Foundation PO Box 40726 Nashville TN 37204 None PC Current Use for General Charitable Purposes 5000 Gifts of Love Inc (Farm to Family Inc) 34 E Main St Avon CT 06001 None PC Current Use for General Charitable Purposes 4438 Global Giving Foundation 462 N Green Bay Rd Waukegan IL 60085 None PC Current Use for General Charitable Purposes 500 Helping Haitian Children Inc 74 Old Farms Road Avon CT 06001 None PC Current Use for General Charitable Purposes 350 Hospital for Special Surgery Fund Inc 535 East 70th St New York NY 10021 None PC Current Use for General Charitable Purposes 100 Humane Society of Vero Beach & Indian River County Inc 6230 77th St Vero Beach FL 32967 None PC Current Use for General Charitable Purposes 2000 Literacy Volunteers of Washington County Inc PO Box 245 Westerly RI 02891 None PC Current Use for General Charitable Purposes 2500 Memorial Sloan Kettering Cancer Center PO Box 27106 Gift Administration Donor Services New York NY 10087 None PC Current Use for General Charitable Purposes 5000 Multiple Myeloma Research Foundation Inc (MMRF) 383 Main Avenue 5th Floor Norwalk CT 06851 None PC Current Use for General Charitable Purposes 200 Norman Williams Public Library 10 The Green Woodstock VT 05091 None PC Current Use for General Charitable Purposes 500 Pajama Program Inc 171 Madison Ave Ste 1409 New York NY 10016 None PC Current Use for General Charitable Purposes 533 Rotary Club of Woodstock PO Box 581 Woodstock VT 05091 None PC Current Use for General Charitable Purposes 2500 Samaritan's Purse PO Box 3000 Boone NC 28607 None PC Current Use for General Charitable Purposes 5000 St Georges School 372 Purgatory Rd Middletown RI 02842 None PC Current Use for General Charitable Purposes 5000 St Jude Children's Research Hospital 262 Danny Thomas Place Memphis TN 38105 None PC Current Use for General Charitable Purposes 5500 Stephen Sillers Tunnels to Towers Foundation 2361 Hylan Blvd Staten Island NY 10306 None PC Current Use for General Charitable Purposes 2000 The Michael P Doyle Memorial Foundation Inc 44 Stephens Woods Lane Durham CT 06422 None PC Current Use for General Charitable Purposes 900 Travelers Championship Birdie (Greater Hartford Community Foundation Inc) 50 State House Sq Hartford CT 06103 None PC Current Use for General Charitable Purposes 5000 Trinity Episcopal Church 2365 Pine Avenue Vero Beach FL 32960 None PC Current Use for General Charitable Purposes 2500 Trustees of Westminster School Inc 995 Hopmeadow St Simsbury CT 06070 None PC Current Use for General Charitable Purposes 7772 Twin Rivers Baseball (Amateur Athletic Union of the US Inc) 644 Vt Rte 12 Bethel VT 05032 None PC Current Use for General Charitable Purposes 4200 Union Arena Inc 80 Amsden Way Woodstock VT 05091 None PC Current Use for General Charitable Purposes 925 United Theatre Education Center 7 Canal St Westerly RI 02891 None PC Current Use for General Charitable Purposes 5000 United Way of Indian River County Inc PO Box 1960 Vero Beach FL 32961 None PC Current Use for General Charitable Purposes 1000 University of North Carolina at Chapel Hill Foundation Inc 300 South Buildin CB1000 Chapel Hill NC 27599 None PC Current Use for General Charitable Purposes 5000 Vermont Mountain Bike Advocate Inc (Wamba) PO Box 681 Waterbury VT 05676 None PC Current Use for General Charitable Purposes 500 VNA Foundation 1180 Sping Centre South Blvd Ste 304 Altamonte Springs FL 32714 None PC Current Use for General Charitable Purposes 3000 Watch Hill Conservancy 1 Bay Street Westerly RI 02891 None PC Current Use for General Charitable Purposes 500 Watch Hill Improvement Society PO Box 1451 Westerly RI 02891 None PC Current Use for General Charitable Purposes 360 Westerly Hospital Foundation Inc 25 Wells St Westerly RI 02891 None PC Current Use for General Charitable Purposes 6000 Westerly Library (Memorial & Library Assoc) 44 Broad St Westerly RI 02891 None PC Current Use for General Charitable Purposes 500 Woodstock Elementary School PTO 15 South St Woodstock VT 05091 None PC Current Use for General Charitable Purposes 250 Woodstock Fire Department 454 Woodstock Rd Woodstock VT 05091 None PC Current Use for General Charitable Purposes 1000 Woodstock Recreation Center Inc (Youth Baseball and Sports) 54 River Street Woodstock VT 05091 None PC Current Use for General Charitable Purposes 1370 Woodstock Ski Runners Educational Program Inc PO Box 171 South Pomfret VT 05067 None PC Current Use for General Charitable Purposes 1000 Wounded Warrior Project Inc 4899 Belfort Road Suite 300 Jacksonville FL 32256 None PC Current Use for General Charitable Purposes 3000 Zack's Place Enrichment Center Inc PO Box 634 73 Central Street Woodstock VT 05091 None PC Current Use for General Charitable Purposes 6394 152905 0 14 130 14 388 18 89528 0 90046 0 90046 0 0 0 0 0 0 0 0 0 0 400 shs. Apple Inc 51152 88832 Berkshire Hathaway 1487059 3405829 Cummings & Lockwood LLC - Legal fees 5225 5225 0 Merrill Lynch - CMA Annual Fee 150 150 0 2023 Excise Tax Due 151 0 0 2024 Estimated Tax Payment 988 0 0