2024-11-01T21:52:12-05:00 2023-12-31 061415579 Capossela Cohen LLC 368 Center Street Southport CT 06890 990PF 2023-01-01 066473263 Elizabeth Raymond Ambler Trust AMBL 2034931088 PO Box 7266 Wilton CT 068977266 David Clune Trustee 2034931088 2024-10-28 1 0 Nathaniel S Yordon CPA P00045695 2032547000 2024-10-28 2023 2024-10-15 13:58:12Z X 6821785 X X 66553 66553 135332 135332 135332 126087 761690 126087 327972 327972 148500 74250 74250 4425 3319 1106 6759 6759 0 6890 6890 0 5585 2793 2793 172159 94011 78149 421168 421168 593327 94011 499317 -265355 233961 154340 41607 41607 52180 350664 350664 15608 552 552 3143015 2706965 3614501 1770000 1770000 1770000 2814461 2779 2779 5135143 4869788 6821785 0 0 X 7675503 7675503 0 0 -2540360 -2805715 5135143 4869788 5135143 4869788 5135143 -265355 0 4869788 0 4869788 Davenport & Co LLC #DA1-594849 P 179807 178361 1446 1446 Davenport & Co LLC #DA1-594849 P 314979 308282 6697 6697 Davenport & Co LLC #DA2-054884 P 25489 27124 -1635 -1635 Davenport & Co LLC #DA2-054884 P 144439 121836 22603 22603 Capital Gains Dividends P 96976 96976 96976 126087 3252 0 3252 0 3252 3439 0 1500 0 4939 0 1687 1687 0 0 0 0 0 0 0 0 0 0 0 1 1 CT 1 0 0 0 0 1 www.amblertrust.org The Foundation 2034931088 PO Box 7266 Wilton CT 068977266 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 Reverend William L Sachs 509 St Christophers Road Richmond VA 23226 Trustee 10.00 49500 0 0 Dr David F Clune 50 Middlebrook Farm Road Wilton CT 06897 Trustee 10.00 49500 0 0 David K Clune 87 Ridgefield Road Wilton CT 06897 Trustee 10.00 49500 0 0 NONE 0 NONE 0 0 3631049 201256 2814461 6646766 50000 0 6646766 99701 6547065 327353 327353 3252 3252 324101 0 324101 0 324101 499317 0 499317 324101 0 0 212291 144020 151249 507560 499317 0 0 0 324101 175216 0 0 682776 0 0 0 0 0 0 0 682776 212291 144020 151249 175216 Elizabeth Raymond Ambler Trust PO Box 7266 Wilton CT 06897 2037611150 Must submit scholarship application form with required attachments including the Free Application for Federal Student Aid(FAFSA) and a copy of parent/guardian Federal Income tax return. For scholarship renewals must submit a letter requesting continuation of scholarship, a copy of final grades, FAFSA, tax returns and any information on additional scholarships or awards.Please check www.amblertrust.org for the most up to date scholarship and grant applicaiton information. April 30 for new scholarship applications and May 31 for renewal applications. Individual scholarships range from $1,000 to $10,000. Preferences are to be afforded to students residing in the Town of Wilton first and surrounding towns second. Elizabeth Raymond Ambler Trust PO Box 7266 Wilton CT 06897 2037611150 Must submit non-scholarship grant application with specific project information,organizational information, financial statements and proof of tax exempt status.Please check www.amblertrust.org for the most up to date scholarship and grant applicaiton information. March 1 Municipal, religious, charitable, benevolent or educational organizations or corporations as determined by the trustees. Help for Kids Inc 141 Franklin Street Stamford CT 06901 Non-profit HELP for Kids (HFK) home visiting program 10000 Wilton Youth Council PO Box 172 Wilton CT 06897 Non-profit Youth to youth programs 5000 Keystone House Inc 147 Main Street Norwalk CT 06851 Non-profit Sewer line replacement 10000 Covenant to Care for Children Inc 1477 Park Avenue Hartford CT 06106 Non-profit Asssitance to at risk adolescents.Assistance to at risk adolescents 3000 Virginia Theological Seminary 3737 Seminary Road Alexandria VA 22304 Non-profit Launching Into Ministry ProgramLaunching into ministry program 5000 Community Resources for Justice 355 Boylston Street Boston MA 02116 Non-profit Post release reentry assistance 2000 Bridgeport Youth Lacrosse 56 Fairview Avenue Bridgeport CT 06606 Non-profit Youth lacrosse "Sports for Peace" 6000 Catherine Campbell 10 Chestnut Hill Road Norwalk CT 06851 None N/A Scholarship - Harvard University 4300 John Becker 15 Turning Leaf Lane Shelton CT 06484 None N/A Scholarship - East Carolina University 3000 Josh Darkwah 1892 Morris Avenue Apt 15 Bronx NY 10483 None N/A Scholarship - Semester Abroad 1319 Josh Darkwah 1892 Morris Avenue Apt 15 Bronx NY 10483 None N/A Scholarship - NY University 7133 Domestic Violence Crisis Center 777 Summer Street Stamford CT 06901 Non-profit Peace works education program 5000 Norwalk Symphony Society 25 Van Zant Street Norwalk CT 06855 Non-profit (Not) Just for Kids - access to music programs 2000 Buck's Rock Camp 59 Bucks Rock Road New Milford CT 06776 Non-profit Success academy 2000 MoCA Westport 19 Newtown Turnpike Westport CT 06880 Non-profit Special needs art classes for adults and children 5000 Family & Childrens Agency 9 Mott Avenue Norwalk CT 06851 Non-profit ASPIRE: FCA's after school program 5000 Harbor Watch 10 Woodside Lane Westport CT 06880 Non-profit Environmental educaiton programs 7500 Higher Edge 35 Redden Avenue New London CT 06320 Non-profit Higher education support 2500 The Tiny Miracles Foundation 381 Post Road Darien CT 06820 Non-profit Parent support services for families with premature infants 5000 Neighborhood Studios of Fairfield County 150 Elm Street Bridgeport CT 06604 Non-profit Camp Hart - Children with special needs 2000 Orchestra Lumos 263 Tresser Boulevard Stamford CT 06901 Non-profit Lumunous storytelling music education 5000 Person to Person 1864 Post Road Darien CT 06820 Non-profit Food, health and clothing insecurity 7500 Kids in Crisis 1 Salem Street Cos Cob CT 06807 Non-profit Teen talk program 5000 GAIA Global Health 66 Franklin Street Oakland CA 94607 Non-profit Orphan and vulnerable children education and HIV prevention program 5000 Pacific House 579 Pacific Street Stamford CT 06902 Non-profit Homelessness 4000 Emmanuel Bazile 114 Griggs Avenue Teaneck NJ 07666 None N/A Scholarship - University of Rhode Island 5000 Yanny Garcia 487 Numa Byerly Road Lexington NC 27292 None N/A Scholarship - North Carolina A&T 2926 Alejandra Garcia 649 Ellsworth Street Bridgeport CT 06605 None N/A Scholarship - University of CT 5000 Bianca Juca 33-25 103rd Street Cornoa NY 11368 None N/A Scholarship - Stonybrook University 5000 Carla Romeus 38 Morton Street Norwalk CT 06854 None N/A Scholarship - Pace University 5000 Amy Traore 5 Rockland Road Apt B3 Norwalk CT 06854 None N/A Scholarship - University of CT 1500 Alex Villanueva 3484 Fort Independence Bronx NY 10463 None N/A Scholarship - Manhattan College 5000 Catholic Charities of Fairfield County Inc 120 East Avenue Norwalk CT 06851 Non-profit To help Norwalk residents in crisis overcome their financial hardships 5000 Filling in the Blanks 346 Main Avenue Norwalk CT 06851 Non-profit Weekend meal program for children 5000 Malta House 139 West Rocks Road Norwalk CT 06851 Non-profit At risk mothers partnering success program 7500 SoundWaters Inc 1281 Cove Road Stamford CT 06902 Non-profit Autocalve 5000 Future Five 135 Atlantic Street Stamford CT 06901 Non-profit College prep to address opportunity gap 2500 Woodcock Nature Center 56 Deer Run Road Wilton CT 06897 Non-profit Waders, shed, picnic tables 4000 Food Rescue US 1127 High Ridge Road Stamford CT 06905 Non-profit Food waste reduction 3000 Operation Fuel 75 Charter Oak Avenue Hartford CT 06106 Non-profit Emergency energy assistance 5000 Kiri Clancy 69-30 179th Street Fresh Queens NY 11365 None N/A Scholarship - SUNY Binghamton 8000 Ethan Lazaro 181 Birdseye Street Stratford CT 06615 None N/A Scholarship - University of Connecticut 2500 Jocelyn Lister 7508 LaPaz Blvd 309 Boca Raton FL 33433 None N/A Scholarship - University of Maryland 7000 Kayleigh O'Keefe 13 Robins Lane Brookfield CT 06804 None N/A Scholarship - University of Connecticut 5000 Robert Moore 210 Pitt Street Bridgeport CT 06606 None N/A Scholarship - Central CT State University 4500 Jana Duhaney 19 Lawrence Street Norwalk CT 06854 None N/A Scholarship - University of Connecticut 4000 Nadia Voravolya 228 North Springfield Road Clifton Heights NJ 19018 None N/A Scholarship - Temple University 9500 Jaquille Wilson 131 Infield Street Bridgeport CT 06606 None N/A Scholarship - University of Connecticut 6000 Regional Hospice and Home Care of Western CT Inc 30 Milestone Road Danbury CT 06810 Non-profit Hospice care 5000 St Joseph's Parenting Center 90 Fairfield Avenue Stamford CT 06902 Non-profit Strengthening families through parenting education 5000 Thrown Stone Theatre Company 538 Branchville Road Ridgefield CT 06877 Non-profit World premiere of "Seven Cousins for a Horse" 3000 Healing Meals Foundation Corp PO Box 7223 Bloomfield CT 06002 Non-profit Healthy meals program 5000 Amir Preston 137 Hollow Tree Road Unit 2013 Darien CT 06820 None N/A Scholarship - Springfield College 10200 Eyesly Zuniga 30 Day Street Apt 408D Norwalk CT 06854 None N/A Scholarship - Pratt Institute 4000 Vertus Berdjina 261 Ely Avenue Bldg 18 Apt 1D Norwalk CT 06854 None N/A Scholarship - Western CT State University 9773 Christopher Cruz 261 Ely Avenue Bldg 19 Apt 3B Norwalk CT 06854 None N/A Scholarship - Eastern CT State University 8295 Danie Bolivar 261 Ely Avenue Bldg 16 Apt 2F Norwalk CT 06854 None N/A Scholarship - Sacred Heart University 10000 Georges Gregori 261 Ely Avenue Bldg 23 Apt 3D Norwalk CT 06854 None N/A Scholarship - Western CT State University 10000 Hector Melesio-Rodriquez 10 Enterprise Avenue Trenton NJ 08638 None N/A Scholarship - Franklin & Marshall College 2421 Brett Gillman 4B Evergreen Avenue Wilton CT 06897 None N/A Scholarship - Middlebury College 3500 Allison Eidt 395 Danbury Road Wilton CT 06897 None N/A Chip Gawls Award 1000 Gayathri Kamal 395 Danbury Road Wilton CT 06897 None N/A Marty Meade Award 1000 Emma Lusignan 395 Danbury Road Wilton CT 06897 None N/A Rusty Heard Award 1000 Erin Famous 395 Danbury Road Wilton CT 06897 None N/A John Rhodes Award 1000 Jordan Lister 7508 LaPaz Blvd 309 Boca Raton FL 33433 None N/A Scholarship - Miami University 8000 Linda Petersen 436 Hurlbutt Street Wilton CT 06897 None N/A Scholarship - University of Hartford 10001 Maika Sylvestre 20 Day Street Apt 102 Norwalk CT 06854 None N/A Scholarship - Sacred Heart University 10000 Raphael Benjamin 261 Ely Avenue Bldg 15 Apt 3D Norwalk CT 06854 None N/A Scholarship - Rochester Institute of Technology 10000 Rolemiche Jeannis 275 Mount Carmel Avenue Hamden CT 06518 None N/A Scholarship - Quinnipiac University 12000 The Rowan Center 1111 Summer Street Stamford CT 06905 Non-profit Sexual violence prevention education 5000 Positive Directions 90 Post Road West Westport CT 06880 Non-profit To support provision of mental health first aid training to the community 7300 The Connecticut Invention Convention PO Box 230311 Hartford CT 06123 Non-profit DEI invention education initiative at community based organization 5000 Stamford Hospital One HospitalPlaza Stamford CT 06902 Non-profit Stamford Hospital's KIDS' FAN (Fitness & Nutrition Services) program 3000 People 1st Inc 73 River Street Bridgeport CT 06604 Non-profit Rolling shelf units for vertial farm 2000 Mianus Chapter of Trout Unlimited Po Box 475 Wilton CT 06897 Non-profit Dam removal 7500 Discovery Museum Inc 4450 Park Avenue Bridgeport CT 06604 Non-profit K-12 summer programs 3000 Cindy Rodriquez-Jimenez 395 Danbury Road Wilton CT 06897 None N/A Chip Zellner Award 1000 University of Botswana 395 Danbury Road Wilton CT 06897 N/A Anesthesia Grant 18000 Hector Melesio-Rodriquez 10 Enterprise Avenue Trenton NJ 08638 None N/A Summer Study Grant 7000 421168 Rolemiche Jeannis 275 Mount Carmel Avenue Hamden CT 06518 None N/A Scholarship - Quinnipiac University 4000 4000 14 66553 16 135332 14 126087 0 327972 0 327972 0 0 0 0 0 0 0 0 0 0 Accounting Fees 4425 3319 1106 Davenport & Company #DA1-594849 2428395 3235096 Davenport & Company #DA2-054884 278570 379405 Land - 333 Hurlbutt Road Wilton, CT 1720000 0 1720000 Land - 6 Acres 50000 0 50000 Miscellaneous expenses 5585 2793 2793 Investment Advisory Fees 6759 6759 0 The foundation owns a lot that is landlocked and generates no income or cash flow. The lot was valued at $50,000 when it was gifted to the trust through the Estate of Elizabeth Raymond Ambler. The trustees are in the process of trying to secure access to the lot in order to convert it to an income producing asset. Foreign Taxes 1541 1541 0 Real Estate Taxes 5349 5349 0