2024-04-11T05:08:25-07:00 2023-12-31 061562117 NORTHEAST FINANCIAL CONSULTANTS INC PO Box 2630 WESTPORT CT 06880 990PF 2023-01-01 207103490 The Karen Katen Foundation KARE 2032268997 PO Box 2630 Westport CT 06880 Elwood B Davis Trustee 2032268997 2024-03-28 Elwood Davis XXX-XX-XXXX true Elwood B Davis P01265980 2032268997 2024-04-11 3 AAL1 IAL1 FAL1 2023 2023-04-26 12:10:37Z X 5354703 X X 105224 105224 -125667 321694 0 0 0 0 -20443 105224 0 0 2500 2500 12648 12648 0 0 0 15148 15148 0 584050 584050 599198 15148 584050 -619641 90076 0 320072 143892 143892 0 0 761602 761612 4208185 0 1149130 701768 1002626 0 0 0 0 2230804 1607272 5354703 0 0 0 0 0 X 2230804 1607272 2230804 1607272 2230804 1607272 2230804 -619641 1611163 3891 1607272 EGFIX P 2022-12-22 2023-05-25 42568 0 59196 -16628 0 0 0 -16628 EGFIX P 2020-01-01 2023-05-25 279126 0 388165 -109039 0 0 0 -109039 -125667 -16628 1252 0 1252 0 1252 2153 2153 -2153 901 901 false false false false false false false true true CT true false true false false true N/A Elwood B Davis 2032268997 518B Riverside Drive Westport CT 06880 false false false false false false false false false false false false false false false true false false true false false false false Karen L Katen 827 Pembroke Court Vero Beach FL 32963 Trustee 0.50 0 0 0 Donna Katen-Bahensky 9033 Englewood Court Vero Beach FL 32963 Trustee 0.50 0 0 0 Elwood B Davis PO Box 2630 Westport CT 06880 Trustee 0.50 0 0 0 Robert E Williams Jr 827 Pembroke Court Vero Beach FL 32963 Trustee 0.50 0 0 0 NONE 0 NONE 0 4821032 208458 0 5029490 0 5029490 75442 4954048 247702 247702 1252 1252 246450 246450 246450 584050 584050 246450 0 434589 314957 295722 388455 1433723 584050 0 246450 337600 1771323 0 0 0 0 0 1771323 434589 314957 295722 388455 337600 Karn L Katen None X Alzheimers Assn 225 N Michigan Ave Chicago IL 60601 501c3 unrestricted grant 5000 Camp Haven 3256 US Hwy 1 Vero beach FL 32960 501c3 unrestrictedgrant 250 ASPCA 424 E 92nd Street New York NY 10128 501c3 unrestrictedgrant 1000 Essex Library Assn 33 West Avenue Essex CT 06426 501c3 unrestrictedgrant 250 The Learning Alliance 197 E Broadway New York NY 10002 501c3 unrestrictedgrant 1000 Treasure Coast Manatee Fdtn 2 Avenue 1 Fort Pierce FL 34950 501c3 unrestrictedgrant 300 CCIRF(Indian River Hospital) 1000 36th Street Vero beach FL 32960 501c3 unrestrictedgrant 63200 Valley Shore YMCA 201 Spencer Plains Road Westbrook CT 06498 501c3 unresricted grant 250 Boys and Girls Club 42-600 Caocxh street Palm Desert CA 92211 501c3 unrestrictedgrant 250 Court Appt Special Advocate 157 Church street New Haven CT 06510 501c3 unrestrictedgrant 1500 Connecticut River Museum 67 Main Street Essex CT 06426 501c3 unrestrictedgrant 25000 Gifford Youth Achievement 4875 43rd Ave Vero Beach FL 32967 501c3 unrestrictedgrant 500 Comm Fdtn of Eastern CT 68 Federal Street New London CT 06320 501c3 unrestrictedgrant 1500 Comm Fdtn of Middlesex Co 49 Main Street Middletown CT 06457 501c3 unrestrictedgrant 300 Deep River Volunteer Fire 57 Union Street Deep River CT 06417 501c3 unrestrictedgrant 500 Environmental Learning Center 501 Wolcott Road Bristol CT 06010 501c3 unrestrictedgrant 2000 First Congregation Church PO Box 246 Deep River CT 06417 501c3 unrestrictedgrant 250 Florence Griswold Museum 96 Lyme Street Old Lyme CT 06371 501c3 unrestrictedgrant 1500 Deep River Historical Soc 245 Main Street Deep River CT 06417 501c3 unrestrictedgrant 300 Girls Inc 1801 E Edunger Ave Santa Ana CA 92705 501c3 unrestrictedgrant 500 Deep River Library 150 Main Street Deep River CT 06417 501c3 unrestrictedgrant 250 Deep River Land Trust PO Box 101 Deep River CT 06417 501c3 unrestrictedgrant 500 Canine Campanions PO Box 446 Santa Rosa CA 95402 501c3 unrestrictedGrant 250 Indian River Historical Society 2336 14th Ave Vero Beach FL 32960 501c3 unrestrictedgrant 250 Help Me See 20 West 36th Street New York NY 10018 501c3 unrestricted Grant 0 Humane Society 1255 23rd Street NW Suite 450 Washington DC 20037 501c3 unrestrictedgrant 750 Indian River Habitat For Humanity 4568 N US 1 Vero Beach FL 32967 501c3 unrestrictedgrant 3000 Indian River Land Trust 80 Royal Palm Pointe Vero beach FL 32960 501c3 unrestrictedgrant 5000 Scholarship Fdtn Indian River 1555 Indian River Blvd Vero Beach FL 32960 501c3 unrestrictedgrant 1000 Johns Island Community Service 660 Beachland Blvd 208 Vero Beach FL 32963 501c3 unrestictedgrant 1000 Johns Island Foundation 4445 Hwy A1A suite 232 Vero Beach FL 32963 501c3 unrestrictedgrant 2000 McKee Botanical Gardens 350 US 1 Vero Beach FL 32962 501c3 unrestrictedgrant 25000 Macular Degeneration Research 22512 Gateway Center Drive Clarksburg MD 20871 501c3 unrestrictedgrant 300 NY Botanical Garden Center 2900 Southern Blvd Bronx NY 10458 501c3 unrestictedgrant 0 Pelican Island Audobon 195 Oslo Road Vero Beach FL 32962 501c3 unrestrictedgrant 250 Planned Parenthood 434 West 33rd street New York NY 10001 501c3 unrestrictedgrant 1500 Rand Corporation 1776 Main Avenue Santa Monica CA 90401 501c3 unrestrictedgrant 0 Salvation Army 615 Slaters Lane Alexandria VA 23314 501c3 unrestrictedgrant 250 Middlesex Health Philanthropy 28 Crescent Street Middlesex CT 06457 501c3 unrestrictedgrant 10000 Senior Resource Assn 694 14th Street Vero Beach FL 32960 501c3 unrestrictedgrant 800 St Judes Childrens Hospital 501 St Jude Place Memphis TN 38105 501c3 unrestrictedgrant 500 St Theresa Academy 5600 Main Street Kansas City MO 64113 501c3 unrestrictedgrant 500 Wheels & Keels Fdtn PO Box 612 Vero Beach FL 32961 501c3 unrestrictedgrant 200 Shoreline Soup Kitchen PO Box 804 Essex CT 06426 501c3 unrestrictedgrant 500 Treasure Coast Food Bank 401 Angle Road Fort Pierce FL 34947 501c3 unrestrictedgrant 500 Tri Town Youth Services 56 High Street Deep River CT 06417 501c3 unrestrictedgrant 200 Trickle Up 104 W 27th St 12th floor New York NY 10001 501c3 unrestrictedgrant 3000 United Way of Indian River 1836 14th Avenue Vero Beach FL 32960 501c3 unrestrictedgrant 1000 University of Chicago 5801 S Ellis Avenue Chicago IL 60637 501c3 unrestrictedgraant 400000 Simpson College 40 De Biasi Dr New London CT 06320 501c3 unrestrictedgrant 4000 United Against Poverty 1400 27th street Vero Beach FL 32960 501c3 unrestrictedgrant 250 Vero Beach Dog Park 3449 Indian River Dr E Vero Beach FL 32963 501c3 unrestrictedgrant 300 Vietnam Vets of Indian River 696 8th cT Vero Beach FL 32962 501c3 unrestrictedgrant 0 Visiting Nurse of Lower valley 61 Main Street Centerbrook CT 06409 501c3 unrestrictedgrant 3100 Essex Ambulance Assn 149 dennison Road Essex CT 06426 501c3 unrestrictedgrant 0 Essex Fire Dept 11 Saybrook Road Essex CT 06426 501c3 unrestrictedgrant 0 Essex Library Assn 33 West Avenue Essex CT 06426 501c3 unrestrictedgrant 0 Wounded Warrior Project 370 7th Avenue Ste 1802 New York NY 10001 501c3 unrestrictedgrant 1050 Gaylord Specialty Healthcare 50 Gaylord Farm Road Wallingford CT 06492 501c3 unrestricted grant 0 Global Kids (Baruch) 137 E25th Street New York NY 10010 501c3 unrestrictedgrant 1000 Red Door Community 195 W Houston Street New York NY 10014 501c3 unrestricted grant 2500 Susan Komen Annual Fund 13770 Noel Road Dallas TX 75380 501c3 unrestrictedgrant 2000 578050 14 105224 18 -125667 -20443 -20443 1 None false false false false false false false false false false NFC accounting 2500 2500 Miss Stacie Partnership Inc PO Box 44 Essex CT 06426 2023-01-19 6000 To assist children and adolescents who have been classified as having special needs for reason of development disorders, physical handicaps or other limitations requiring occupational, speech and language and/or physical therapy, and their families and to fund programs not serviced by local school programs for the children and their family and friends within the tax exempt purposes. 6000 No 04/09/24 2024-04-10 Grants were used according to purpose EGFIX 2022-12 Purchased 2023-05 42568 59196 -16628 EGFIX 2020-01 Purchased 2023-05 279126 388165 -109039 Home Depot common 182267 2252575 IQVIA Holdings 209352 481270 L3Harris Technologies 369993 1474340 DGRO 149646 167757 IHI 301619 299534 VUG 250503 535335 2023 checks that cleared in 2024 3891 Northeast Financial Investment management 12648 12648