2024-11-15T12:50:50-06:00 2023-12-31 061533315 CIRONEFRIEDBERG LLP 6 RESEARCH DRIVE 450 SHELTON CT 06484 990PF 2023-01-01 300069581 THE AIELLO CHARITABLE FOUNDATION INC AIEL 2033330206 323 NORTH AVENUE BRIDGEPORT CT 06606 DAVID M LEHN MEMBER OF EX COUNCIL 2033024077 2024-11-15 0 ROBERT SCHLESS P01236203 2033665876 2024-11-15 2023 2024-10-15 13:58:12Z X 21674225 X X 8 8 236035 236035 -59972 197 0 373289 373289 549360 609332 0 0 0 10893 0 0 10527 10317 210 21420 10317 210 1055600 1055600 1077020 10317 1055810 -527660 599015 1192028 88853 88853 33151 38617 38617 361 361 1620 11297464 13190449 13690057 8976569 7655786 7853126 1952 1952 1952 21501525 20976018 21674225 0 2153 0 2153 X 0 0 0 0 21501525 20973865 21501525 20973865 21501525 20976018 21501525 -527660 0 20973865 0 20973865 SPDR GOLD SHARES P 2020-09-03 2023-12-31 197 197 0 0 AMERIPRISE #3017 6856 0 133 P 9134 9134 AMERIPRISE #3017 6856 0 133 P -69106 -69106 -59972 8326 0 8326 0 8326 1232 0 10000 0 11232 391 2515 2515 0 0 0 0 0 0 0 0 0 0 0 0 1 CT 1 0 0 0 0 1 N/A DAVID LEHN 2033024077 1700 EAST PUTNAM AVENUE SUITE 400 GREENWICH CT 06870 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DAVID LEHN 1700 EAST PUTNAM AVENUE GREENWICH CT 06870 MEMBER OF GOVERNING COUNCI 2.00 0 0 0 LEONARD DINARDO 323 NORTH AVENUE BRIDGEPORT CT 06606 PRESIDENT, ASST SECY, ASST 2.00 0 0 0 PETER DINARDO 323 NORTH AVENUE BRIDGEPORT CT 06606 VP, ASST SECY, TREASURER 2.00 0 0 0 MELISSA DINARDO 323 NORTH AVENUE BRIDGEPORT CT 06606 EXEC VP, SECRETARY, ASST T 1.00 0 0 0 NONE 0 NONE 0 0 14369018 676325 5956593 21001936 0 0 21001936 315029 20686907 1034345 1034345 8326 8326 1026019 0 1026019 0 1026019 1055810 0 1055810 1026019 1034396 2021 2978 0 1055810 1034396 0 0 21414 0 0 0 0 2978 2978 0 0 1004605 0 0 0 X ALPHA COMMUNITY SERVICES YMCA 387 CLINTON AVE BRIDGEPORT CT 06605 501(C)3 UNRESTRICTED 3000 ALZHEIMER'S ASSOCIATION 2900 WESTCHESTER AVENUE STE 306 PURCHASE NY 10577 501(C)3 UNRESTRICTED 3000 ANIMAL HAVEN 89 MILL ROAD NORTH HAVEN CT 06473 501(C)3 UNRESTRICTED 1000 BJ RYAN'S FOUNDATION INC 57 MAIN ST NORWALK CT 06851 501(C)3 UNRESTRICTED 10000 BRIDGEPORT RESCUE MISSION 1069 CONNECTICUT AVENUE BRIDGEPORT CT 06607 501(C)3 UNRESTRICTED 2500 BULLARD HAVENS TECHNICAL HS 500 PALISADE AVENUE BRIDGEPORT CT 56610 501(C)3 UNRESTRICTED 2000 CHILD & FAMILY GUIDANCE CENTER 180 FAIRFIELD AVE BRIDGEPORT CT 06604 501(C)3 UNRESTRICTED -2500 CONNECTICUT BURNS CARE FOUNDATION INC 601 BOSTON POST ROAD MILFORD CT 06460 501(C)3 UNRESTRICTED 5000 CONNECTICUT COLLEGE 270 MOHEGAN AVE NEW LONDON CT 06320 501(C)3 UNRESTRICTED 10000 CONNECTICUT FOODSHARE 2 RESEARCH PARKWAY WALLINGFORD CT 06492 501(C)3 UNRESTRICTED 5000 COUNCIL OF ITALIAN-AMERICAN SOCIETIES OF GREATER BRIDGEPORT PO BOX 5087 BRIDGEPORT CT 06610 501(C)3 UNRESTRICTED 15000 COURAGE TO SPEAK FOUNDATION 71 EAST AVENUE SUITE M NORWALK CT 06851 501(C)3 UNRESTRICTED 1000 FAIRFIELD COUNTRY DAY SCHOOL 2970 BRONSON ROAD FAIRFIELD CT 06824 501(C)3 UNRESTRICTED 10000 FAIRFIELD POLICE FOUNDATION CT 100 REEF ROAD FAIRFIELD CT 06824 501(C)3 UNRESTRICTED 2500 FAIRFIELD UNIVERSITY 1073 NORTH BENSON ROAD FAIRFIELD CT 06824 501(C)3 UNRESTRICTED 10000 FIDELITY CHARITABLE GIVING ACCOUNT PO BOX 770001 CINCINNATI OH 45277 501(C)3 DONOR ADVISED FUND 510000 GRIFFIN HOSPITAL 130 DIVISION STREET DERBY CT 06418 501(C)3 UNRESTRICTED 10000 HABITAT FOR HUMANITY 285 PEACHTREE CENTER AVE NE ATLANTA GA 30303 501(C)3 UNRESRICTED 10500 HELP OUR MILITARY HEROES INC 15 PHEASANT LANE EASTON CT 06612 501(C)3 UNRESTRICTED 2500 HOLE IN THE WALL GANG 653 POST ROAD FAIRFIELD CT 06824 501(C)3 UNRESTRICTED 1500 HOSPITAL FOR SPECIAL SURGERY 535 EAST 70TH STREET NEW YORK NY 10021 501(C)3 UNRESTRICTED 5000 KNIGHTS OF COLUMBUS PO BOX 371492 PITTSBURGH PA 15250 501(C)3 UNRESTRICTED 2500 LAMBDA LEGAL 120 WALL STREET 19TH FLOOR NEW YORK NY 10005 501(C)3 UNRESTRICTED 2500 LAURALTON HALL 200 HIGH STREET MILFORD CT 06460 501(C)3 UNRESTRICTED 3000 MARINE TOYS FOR TOTS FOUNDATION PO BOX 4002036 DES MOINES IA 50340 501(C)3 UNRESTRICTED 2000 MARITIME AQUARIUM THE 10 N WATER STREET NORWALK CT 06854 501(C)3 UNRESTRICTED 25000 NEW YORK UNIVERSITY 70 WASHINGTON SQUARE SOUTH NEW YORK NY 10012 501(C)3 UNRESTRICTED 10000 NORWALK PBA 1 MONROE STREET NORWALK CT 06854 501(C)3 UNRESTRICTED 5000 NOURISH BRIDGEPORT PO BOX 1859 BRIDGEPORT CT 06601 501(C)3 UNRESTRICTED 2500 OPEN DOOR SHELTER INC 4 MERRITT STREET NORWALK CT 06854 501(C)3 UNRESTRICTED 2500 OPERATION HOPE OF FAIRFIELD INC 636 OLD POST ROAD FAIRFIELD CT 06824 501(C)3 UNRESTRICTED 5000 PALLIATIVE CARE FOR UGANDA INC 128 EAST AVE NORWALK CT 06851 501(C)3 UNRESTRICTED 50000 PARKINSONS FOUNDATION 200 SE 1ST STREET MIAMI FL 33131 501(C)3 UNRESTRICTED 1000 POWER PLAY CLUB 323 NORTH AVENUE BRIDGEPORT CT 06606 501(C)3 UNRESTRICTED 500 QUINNIPIAC SCHOOL OF LAW 275 MOUNT CARMEL AVE HAMDEN CT 06518 501(C)3 UNRESTRICTED 5000 RYASAP 2470 FAIRFIELD AVENUE BRIDGEPORT CT 06605 501(C)3 UNRESTRICTED 1000 SCHOOL SISTERS OF NOTRE DAME 345 BELDEN HILL ROAD WILTON CT 06897 501(C)3 UNRESTRICTED 5000 SHRINERS HOSPITALS FOR CHILDREN 2900 ROCKY POINT DRIVE TAMPA FL 33607 501(C)3 UNRESTRICTED 10000 SOROPTIMIST 485 GREENFIELD HILL ROAD FAIRFIELD CT 06824 501(C)3 UNRESTRICTED 1000 SPECIAL OLYMPICS CONNECTICUT PO BOX 4000 HAMDEN CT 06514 501(C)3 UNRESTRICTED 2500 ST JUDE'S CHILDREN'S RESEARCH HOSPITAL 262 DANNY THOMAS PLACE MEMPHIS TN 38105 501(C)3 UNRESTRICTED 10000 ST LUKE'S CHURCH 1864 POST ROAD DARIEN CT 06820 501(C)3 UNRESTRICTED 2500 ST LUKE'S SCHOOL 377 NORTH WILTON ROAD NEW CANAAN CT 06840 501(C)3 UNRESTRICTED 15000 TRUMBULL PUBLIC SCHOOLS 6254 MAIN STREET TRUMBULL CT 06611 501(C)3 UNRESTRICTED 5000 WOOFGANG & CO 1300 POST ROAD FAIRFIELD CT 06824 501(C)3 UNRESTRICTED 10000 YALE NEW HAVEN HOSPITAL 40 TEMPLE STREET NEW HAVEN CT 06510 501(C)3 UNRESTRICTED 50000 ABILITY BEYOND 4 BERKSHIRE BLVD BETHEL CT 06801 501(C)3 UNRESTRICTED 15000 STEW LEONARDS PETTING ZOO 100 WESTPORT AVE NORWALK CT 06851 501(C)3 UNRESTRICTED 2800 CONNECTICUT YANKEE COUNCIL 1170 BUCKLEY HIGHWAY UNION CT 06076 501(C)3 UNRESTRICTED 2500 KJS LEGACY PROJECT 14 PETTICOAT LANE TRUMBULL CT 06611 501(C)3 UNRESTRICTED 250 MEROLA ENDOWMENT FUND 4 TIMBERLAND WAY BEACON FALLS CT 06403 501(C)3 UNRESTRICTED 1500 NUVANCE HEALTH ASSOC 1953 BLACK ROCK TPKE FAIRFIELD CT 06825 501(C)3 UNRESTRICTED 100000 OMEGA PSI PHI FRATERNITY 3951 SNAPFINGER PARKWAY DECATUR GA 30035 501(C)3 UNRESTRICTED 1000 REACH INSTITUTE 530 7TH AVENUE NEW YORK NY 10018 501(C)3 UNRESTRICTED 2500 RISE UP 323 NORTH AVENUE BRIDGEPORT CT 06606 501(C)3 UNRESTRICTED 1000 CARDINAL SHEHAN CENTER 1494 MAIN STREET BRIDGEPORT CT 06604 501(C)3 UNRESTRICTED 2500 CT PROFESSIONAL FIREFIGHTERS ASSOC 30 SHERMAN STREET WEST HARTFORD CT 06110 501(C)3 UNRESTRICTED 5000 MAKE A WISH CT 56 COMMERCE DRIVE TRUMBULL CT 06611 501(C)3 UNRESTRICTED 2000 WOOSTER SQUARE CONSERVANCY PO BOX 9242 NEW HAVEN CT 06533 501(C)3 UNRESTRICTED 5000 THE CAMPAIGN SCHOOL AT YALE PO BOX 1194 NEW CANAAN CT 06840 501(C)3 UNRESTRICTED 2500 989050 0 14 8 14 236035 14 373289 18 -59972 0 549360 0 549360 0 0 0 0 0 0 0 0 0 0 FIXED INCOME 13190449 13690057 EQUITIES 361 1620 OTHER INVESTMENTS AT COST 5804732 5804732 OTHER INVESTMENTS AT COST 1851054 2048394 OTHER ASSETS 1952 1952 1952 INVESTMENT FEES 10317 10317 0 STATE FILING FEES 210 0 210 INTEREST INCOME 373289 373289 373289 ADVANCE 0 2153 FEDERAL EXCISE TAX 10893 0 0