2024-05-15T07:30:15-05:00 2023-12-31 203453910 CORRIGAN FINANCIAL INC 747 AQUIDNECK AVE MIDDLETOWN RI 02842 990PF 2023-01-01 821138943 BAZARSKY FAMILY FOUNDATION BAZA 4018474777 678 AQUIDNECK AVENUE MIDDLETOWN RI 02842 DAVID BAZARSKY TRUSTEE 4018478442 2024-05-14 1 DAVID BAZARSKY XXX-XX-XXXX 1 ANDRE KHALFAYANCPAPFSMST P00505413 4018499313 2024-05-14 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 12027402 X X 337006 326914 654321 654321 -154746 1354794 0 8 0 836589 326914 0 0 0 1000 0 0 39004 39004 0 7449 5886 0 2108 60 0 49561 44950 0 855783 855783 905344 44950 855783 -68755 281964 308640 189474 189474 10053096 10098476 11837928 10361736 10287950 12027402 0 0 X 0 0 0 0 10361736 10287950 10361736 10287950 10361736 10287950 10361736 -68755 0 10292981 5031 10287950 PUBLICLY TRADED SECURITIES-CHARLES SCHWAB-BASIS REPORTED TO IRS P 2022-12-30 2023-02-03 150574 157760 -7186 -7186 PUBLICLY TRADED SECURITIES-CHARLES SCHWAB-BASIS REPORTED TO IRS P 2020-01-17 2023-02-21 1188243 1351780 -163537 -163537 CAPITAL GAINS DIVIDENDS P 15977 15977 15977 -154746 3919 0 3919 0 3919 5000 0 0 0 5000 0 1081 1081 0 0 0 0 0 0 0 0 0 0 0 1 1 RI FL 1 0 1 0 0 1 N/A DAVID G BAZARSKY 4018474777 678 AQUIDNECK AVE MIDDLETOWN RI 02842 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DAVID G BAZARSKY 678 AQUIDNECK AVENUE MIDDLETOWN RI 02842 TRUSTEE 5.00 0 0 0 CAROL R BAZARSKY 678 AQUIDNECK AVENUE MIDDLETOWN RI 02842 TRUSTEE 5.00 0 0 0 NONE 0 NONE 0 0 11006669 278715 0 11285384 0 0 11285384 169281 11116103 555805 555805 3919 3919 551886 0 551886 0 551886 855783 0 855783 551886 0 0 257668 195806 20849 31486 495057 1000866 855783 0 0 0 551886 303897 0 0 1304763 0 0 0 0 0 0 257668 1047095 195806 20849 31486 495057 303897 X ARMSTEAD-BARNHILL FOUNDATION PO BOX 836 GAMBRILLS MD 210540836 PC SUPPORT FOR AWARENESS AND TREATMENT OF SICKLE CELL ANEMIA. 5000 BABY STEPS 19 BROADWAY NEWPORT RI 02840 PC SUPPORT FOR EARLY CHILDHOOD EDUCATION CENTER. 15000 BASCOM PALMER EYE INSTITUTE 900 NW 17TH STREET MIAMI FL 33136 PC SUPPORT FOR OPHTHALMIC CARE, RESEARCH, AND EDUCATION. 5000 BIKE NEWPORT 62 BROADWAY NEWPORT RI 02840 PC SUPPORT FOR IMPROVEMENT, ENCOURAGEMENT, AND FACILITATION OF BICYCLING IN NEWPORT. 47000 BOSTON BEL CANTO OPERA 168 W BROOKLINE ST BOSTON MA 02118 PC SUPPORT FOR INNOVATION AND ENHANCEMENT OF OPERA. 2000 BOSTON UNIVERSITY COMMONWEALTH AVE BOSTON MA 02215 PC SUPPORT FOR EDUCATION. 200 BOYS & GIRLS CLUBS OF NEWPORT COUNTY 95 CHURCH ST NEWPORT RI 02840 PC SUPPORT FOR VARIOUS PROGRAMS FOR YOUTH IN NEED. 177000 CONGREGATION JESHUAT ISRAEL 85 TOURO ST NEWPORT RI 02840 PC SUPPORT FOR THE OPERATIONS AND MAINTENANCE OF THE SYNAGOGUE. 9595 COPPER HILLS CHURCH 27035 BLACK ROCK BLVD PEORIA AZ 85383 PC SUPPORT FOR THE CHURCH. 250 FABNEWPORT 1 YORK STREET NEWPORT RI 02840 PC SUPPORT FOR ORGANIZATION PROVIDING EDUCATIONAL PROGRAMS TO CHILDREN. 16800 FOUR HEARTS FOUNDATION PO BOX 912 PORTSMOUTH RI 02871 PC SUPPORT FOR THE CONSTRUCTION OF A COMMUNITY PLAYGROUND. 10000 FRIENDS OF NEWPORT SKATE PARK 36 WASHINGTON SQUARE NEWPORT RI 02840 PC SUPPORT FOR THE CONSTRUCTION OF A COMMUNITY SKATE PARK. 5000 ISLAND MOVING COMPANY 3 CHARLES ST NEWPORT RI 02840 PC SUPPORT FOR DANCE PROGRAMS. 18000 JAMESTOWN ARTS CENTER 18 VALLEY STREET JAMESTOWN RI 02835 PC SUPPORT FOR THE ARTS. 1000 JDRF NEW ENGLAND 62 WALNUT ST STE 5 WELLESLEY MA 02481 PC SUPPORT FOR DIABETES RESEARCH AND AWARENESS. 125000 JEWISH ALLIANCE OF RHODE ISLAND 401 ELMGROVE AVE PROVIDENCE RI 02906 PC SUPPORT FOR THE EXPLORATION AND CELEBRATION OF JEWISH IDENTITY. 75000 LOOKING UPWARDS 438 EAST MAIN RD MIDDLETOWN RI 02842 PC SUPPORT FOR CHILDREN AND ADULTS WITH SPECIAL HEALTHCARE NEEDS. 1000 MARTIN LUTHER KING CENTER 20 DR MARCUS WHEATLAND BLVD NEWPORT RI 02840 PC SUPPORT FOR COMMUNITY FOOD PROGRAM WHICH PROVIDES FOOD ASSISTANCE AND NUTRITIONAL EDUCATION. 131500 MIDDLETOWN PUBLIC LIBRARY 26 OLIPHANT LANE MIDDLETOWN RI 02842 PC SUPPORT FOR THE ENHANCEMENT OF LIBRARY SERVICES AND ACQUISITION OF NEW MATERIALS. 2000 NEWPORT CLASSICAL MUSIC FESTIVAL PO BOX 3303 NEWPORT RI 02840 PC SUPPORT FOR PERFORMANCE OF CLASSICAL MUSIC. 25000 NEWPORT FESTIVALS FOUNDATION PO BOX 3865 NEWPORT RI 02840 PC SUPPORT FOR LOCAL MUSIC FESTIVALS AND MUSIC EDUCATION PROGRAMS. 15000 NEWPORT HOSPITAL 20 POWEL AVE NEWPORT RI 02840 PC SUPPORT FOR THE DEVELOPMENT OF THE HOSPITAL AND PATIENT CARE. 10000 NEWPORT MENTAL HEALTH 127 JOHNNY CAKE HILL ROAD MIDDLETOWN RI 02842 PC SUPPORT FOR MENTAL HEALTH SERVICES 8200 NEWPORT PUBLIC EDUCATION FOUNDATION 320 THAMES STREET 1237 NEWPORT RI 02840 PC SUPPORT FOR EDUCATIONAL PROGRAMS IN PUBLIC SCHOOLS. 12382 NEWPORT PUBLIC LIBRARY 300 SPRING STREET NEWPORT RI 02840 PC SUPPORT FOR THE ENHANCEMENT OF LIBRARY SERVICES AND ACQUISITION OF NEW MATERIALS. 2000 NEWPORT STRING PROJECT 16 WARNER STREET NEWPORT RI 02840 PC SUPPORT FOR YOUTH MUSIC GROUP 250 OUTER COAST PO BOX 6573 SITKA AK 99835 PC SUPPORT FOR VARIOUS EDUCATIONAL AND ART PROGRAMS. 10000 PORTSMOUTH PUBLIC LIBRARY 2658 EAST MAIN ROAD PORTSMOUTH RI 02871 PC SUPPORT FOR THE ENHANCEMENT OF LIBRARY SERVICES AND ACQUISITION OF NEW MATERIALS. 2000 POTTER LEAGUE FOR ANIMALS 87 OLIPHANT LANE MIDDLETOWN RI 02842 PC SUPPORT FOR THE HUMANE TREATMENT OF ANIMALS. 500 PRESERVATION SOCIETY OF NEWPORT COUNTY 424 BELLEVUE AVE NEWPORT RI 02840 PC SUPPORT FOR THE PRESERVATION OF STRUCTURES AND ARTIFACTS IN NEWPORT RI. 26500 PROVIDENCE HEBREW DAY SCHOOL 450 ELMGROVE AVE PROVIDENCE RI 02906 PC SUPPORT FOR VARIOUS EDUCATIONAL PROGRAMS. 500 RISD MUSEUM ASSOCIATES 224 BENEFIT STREET PROVIDENCE RI 02903 PC SUPPORT FOR MUSEUM ART PROGRAMS. 2500 SALVATION ARMY 386 BROAD ST PROVIDENCE RI 02907 PC SUPPORT FOR FAMILIES IN NEED. 5000 SALVE REGINA UNIVERSITY 100 OCHRE POINT AVE NEWPORT RI 02840 PC DONATIONS TO COLLEGE SCHOLARSHIP FUND. 5000 ST JOHN'S LODGE FOOD BANK 81 SPRAGUE STREET PORTSMOUTH RI 02871 PC SUPPORT FOR FAMILIES IN NEED. 2500 ST MICHAEL'S COUNTRY DAY SCHOOL 180 RHODE ISLAND AVE NEWPORT RI 02840 PC SUPPORT FOR VARIOUS EDUCATIONAL PROGRAMS. 60675 STAGES OF FREEDOM 10 WESTMINSTER ST PROVIDENCE RI 02903 PC SUPPORT FOR RACIAL EQUITY AND YOUTH OF COLOR THROUGH THE ARTS AND HUMANITIES. 5750 TEMPLE SHALOM 223 VALLEY RD MIDDLETOWN RI 02842 PC SUPPORT FOR OPERATIONS AND MAINTENANCE OF CHURCH PROPERTY. 3230 THE NEWPORT HAVURAH PO BOX 3904 NEWPORT RI 028400987 PC SUPPORT FOR REFORM JEWISH COMMUNITIES. 6350 WORCESTER ACADEMY 81 PROVIDENCE STREET WORCESTER MA 01604 PC SUPPORT FOR VARIOUS EDUCATIONAL PROGRAMS. 6000 GIRL SCOUTS PO BOX 5046 NEW YORK NY 100875046 PC SUPPORT FOR VARIOUS EDUCATION AND ART PROGRAMS AND ACTIVITIES. 101 855783 0 14 337006 16 654321 14 8 18 -154746 0 836589 0 836589 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION 1000 0 0 10098476 11837928 COST BASIS ADJUSTMENT 5031 INSURANCE 1853 0 0 CHARLES SCHWAB MARGIN INTEREST EXPENSE 60 60 0 OFFICE EXPENSES 195 0 0 COST BASIS ADJUSTMENT 8 0 8 INVESTMENT ADVISORY FEES 39004 39004 0 BEATRICE B BAZARSKY REV TRUST 678 AQUIDNECK AVE MIDDLETOWN RI 02842 FOREIGN TAXES PAID IN 2023 5886 5886 0 2023 ESTIMATES PAID IN 2023 1513 0 0 RI AG FILING FEES 50 0 0