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WOODLAND STREET HARTFORD CT 06105 false false false false false false false false false false false false false false false false false false false false false JUDITH M ZACHS 20155 BOCA WEST DRIVE BOCA RATON FL 33434 PRESIDENT 10.00 0 0 0 NONE NONE N/A 2268600 115938 844668 3229206 3229206 48438 3180768 159038 159038 675 675 158363 158363 158363 368176 368176 158363 12780 533286 20294 566360 368176 158363 209813 776173 0 776173 12780 533286 20294 209813 X ANTI-DEFAMATION LEAGUE 605 THIRD AVENUE NEW YORK NY 10158 PC UNRESTRICTED 1200 ALZHEIMERS ASSOCIATION 200 EXECUTIVE BLVD 4B SOUTHINGTON CT 06489 PC UNRESTRICTED 100 AMERICAN HEART ASSOCIATION PO BOX 78851 PHOENIX AZ 85062 PC UNRESTRICTED 50 ARMORY ART CENTER INC 811 PARK PLACE WEST PALM BEACH FL 33401 PC UNRESTRICTED 3500 BEYOND 9 CAT RESCUE 2908 NW 66TH AVENUE MARGATE FL 33063 PC UNRESTRICTED 500 BLOOMFIELD VOLUNTEER AMBULANCE FUND INC C/O WINDSOR FED SAVINGS 54 JEROME AVE BLOOMFIELD CT 06002 PC UNRESTRICTED 100 BOCA RATON MUSEUM OF ART INC 501 PLAZA REAL BOCA RATON FL 33432 PC UNRESTRICTED 2130 BOCA WEST CHILDRENS FOUNDATION PO BOX 3070 BOCA RATON FL 33431 PC UNRESTRICTED 500 BRIGHAM AND WOMEN'S HOSPITAL 116 HUNTINGTON AVE 3RD FLOOR BOSTON MA 02116 PC UNRESTRICTED 5000 BOCA RATON REGIONAL HOSPITAL FOUNDATION 800 MEADOWS ROAD BOCA RATON FL 33486 PC UNRESTRICTED 5000 CONNECTICUT CITIZEN RESEARCH GROUP 30 ARBOR STREET SUITE 107 HARTFORD CT 06106 PC UNRESTRICTED 400 CONGREGATION BETH ISRAEL 701 FARMINGTON AVE WEST HARTFORD CT 06119 PC UNRESTRICTED 550 CONNECTICUT CHILDREN'S FOUNDATION INC PO BOX 412901 BOSTON MA 02241 PC UNRESTRICTED 25000 DIGNITY GROWS INC 40 WOODLAND STREET HARTFORD CT 06105 PC UNRESTRICTED 100000 EASTERSEALS 100 DEERFIELD ROAD WINDSOR CT 06095 PC UNRESTRICTED 50 CHAPEL & YORK FOUNDATION 1350 AVENUE OF THE AMERICAS FLOOR 2 STE 266 NEW YORK NY 10019 PC UNRESTRICTED 5000 EMANUEL SYNAGOGUE 160 MOHEGAN DRIVE WEST HARTFORD CT 06117 PC UNRESTRICTED 1710 FRIENDS OF ISRAEL DEFENSE FUND PO BOX 4224 NEW YORK 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OFFICE OF THE TREASURER PO BOX 71332 PHILADELPHIA PA 19176 NC UNRESTRICTED 100 SNOW POND CENTER FOR THE ARTS 8 GOLDENROD LANE SIDNEY ME 04330 PC UNRESTRICTED 1000 SOLOMON SCHECHTER DAY SCHOOL OF GREATER HARTFORD INC 26 BUENA VISTA RD WEST HARTFORD CT 06107 PC UNRESTRICTED 40000 ST JUDE'S RESEARCH HOSPITAL GIFT PLANNING ALSAC 501 ST JUDE PLACE MEMPHIS TN 38105 PC UNRESTRICTED 500 SUSAN G KOMEN BREAST CANCER FOUNDATION 13770 NOEL ROAD SUITE 80 DALLAS TX 75380 PC UNRESTRICTED 100 THE GARDE ARTS CENTER INC 325 STATE ST NEW LONDON CT 06320 PC UNRESTRICTED 1000 TOURO SYNAGOGUE FOUNDATION 4238 ST CHARLES NEW ORLEANS LA 70115 PC UNRESTRICTED 1000 THE UNIVERSTIY OF CONNECTICUT FOUNDATION INC 2390 ALUMNI DRIVE UNIT 3 STORRS CT 06269 PC UNRESTRICTED 15000 UCONN HILLEL 54 N EAGLEVILLE RD STORRS CT 06268 PC UNRESTRICTED 4000 URBAN GLASS 647 FULTON STREET 3RD FL BROOKLYN NY 11217 PC UNRESTRICTED 1000 365676 14 72887 1 31 18 39088 ORDINARY LOSS FROM PORT K-1 1 -6164 105842 105842 false false false false false false false false false false ACCOUNTING FEES 7825 5325 2500 FIDELITY 9923 - S/T - BASIS NOT REP PURCHASE 19181 19663 -482 FIDELITY 9923 - L/T BASIS NOT REP PURCHASE 317399 278008 39391 FROM PUBLIC EQUITY TAIL K-1 PURCHASE 1 -1 BANK OF NOVA SCOTIA 30330 29506 EBAY INC NOTE 49587 49338 GOLDMAN SACHS GRP INC 50342 49874 JP MORGAN CHASE & CO BOND 31780 31217 JP MORGAN CHASE & CO NOTE 50106 49443 LEGG MASON INC NOTE 30585 29893 PACIFIC BELL BOND 31975 31013 ALPHABET INC CAP STK 16829 18744 AMAZON.COM INC 19935 35858 APPLE INC 24260 76434 BOEING CO 5558 3910 DANAHER CORPORATION 2209 4164 HOME DEPOT INC 2652 8664 CENOVUS ENERGY INCE 903 916 INTEL CORP 4265 5879 JOHNSON & JOHNSON 5639 8777 MICROSOFT CORP 7988 66935 O REILLY AUTOMOTIVE CORP 411 1900 PEPSICO INC 3023 5265 THERMO FISHER SCIENTFIC 1773 5308 UNITEDHEALTH GROUP 6111 12635 VISA INC COM 5299 9373 ZOETIS INC 1925 2961 PREF SHS PFD (VWAPY) VAR. COMMON STK HLDNGS - FIDE 9923 1168754 1236163 BLACKROCK STRATEGIC INCOME 48199 46094 COLUMBIA MORTGAGE OPPS 52522 43917 FIDELITY ADVISOR TOTAL BOND 46933 42260 JOHN HANCOCK STR INC OPPOR 47043 43547 PIMCO GNMA AND GOVT SEC FD 47517 40647 SPDR GOLD TR 91569 144907 PGIM TOTAL RETURN BOND 49274 40452 FIMM GOVERNMENT PORTFOLIO 7207 7207 EQUITY ETPS 63468 64944 VARIOUS OTHER HOLDINGS - FID 9923 31441 27704 LEGAL FEES 230 230 INVEST. IN ABSOLUTE RETURN PORTFOLIO 200000 200000 214609 INVEST. IN EMERGING MARKETS PORTFOLI 500000 500000 478454 INVEST IN PUBLIC EQUITY TAIL HEDGE 151087 145185 145185 FEDERAL TAXES 20546 WASH SALE LOSS DISALLOWED 813 COST BASIS ADJUSTMENTS 2824 EXPENSES OTHER PORTFOLIO DEDUCTS (K-1) 710 710 FROM K-1 - PUBLIC EQUITY 31 31 31 ORDINARY LOSS FROM PORT K-1 -6164 -6164 NONDIVIDEND DISTRIBS FIDELITY 33817 408 NONDIVIDEND DISTRIBS FIDELITY 39923 331 INVESTMENT FEES FID 3817 13987 13987 INVESTMENT FEES FID 9923 1998 1998 FIDELITY 9923 - FOREIGN TAXES 2316 2316