2024-04-13T15:04:18-07:00 2023-12-31 205926351 Gabriel Tax & Accounting Services LLC 1297 PARK AVE BRIDGEPORT CT 06604 990PF 2023-01-01 066444196 M BONNIE AXTHELM CHARITABLE FOUNDATION MBON 2033244341 C/O 33 MINUTE MAN HILL WESTPORT CT 06880 NANCY AXTHELM TRUSTEE 2033244341 2024-04-01 true NANCY AXTHELM XXX-XX-XXXX true MARY ELLEN KEENAN P01439079 2033677731 2024-04-13 3 AAL1 IAL1 FAL1 2023 2023-04-26 12:10:37Z X 272584 X X 12 12 7280 7280 13396 50150 8646 0 0 0 20688 15938 0 0 1800 3152 3152 0 112 0 0 4952 3264 0 44250 44250 49202 3264 44250 -28514 12674 0 4264 1429 1429 0 0 27883 22042 85229 86948 79260 71799 0 96599 84474 114127 0 0 0 0 215694 187205 272584 0 0 0 0 0 X 247126 215694 -31432 -28489 215694 187205 215694 187205 215694 -28514 25 187205 187205 125 SHS. NEUBERGER BERMAN STRATEGIC INC P 2023-05-01 2023-12-06 1200 0 1208 -8 0 0 0 -8 358 SHS. BAIRD CORE PLUS BOND INST P 2020-08-12 2023-11-22 3500 0 4392 -892 0 0 0 -892 9 SHS. ISHARES CORE S&P P 2018-02-01 2023-12-06 898 0 711 187 0 0 0 187 11 SHS. ISHARES CORES S&P MID-CAPETF P 2020-08-12 2023-12-14 2955 0 2149 806 0 0 0 806 23 SHS. ISHARES CORE S&P 500 P 2014-11-04 2023-12-14 1899 0 810 1089 0 0 0 1089 1223 SHS. PIONEER STRATEGIC INCOME Y P 2020-08-12 2023-05-01 11343 0 13188 -1845 0 0 0 -1845 212 SHS. SCHWAB S&P 500 INDEX P 2000-01-01 2023-11-22 15000 0 5842 9158 0 0 0 9158 71 SHS. VANGUARD FTSE DEVELOPED MARKET P 2020-08-12 2023-12-06 3260 0 2989 271 0 0 0 271 37 SHS. VANGUARD FTSE EMERGING MARKET P 2020-08-12 2023-12-06 1499 0 1619 -120 0 0 0 -120 8646 -8 176 0 176 0 176 0 176 0 false false false false false false false false true true false false false false true N/A MEGAN BROWN 2033244341 25 MILES RD DARIEN CT 06820 false false false false false false false false false false false false false false false false false false false false MEGAN A BROWN 25 MILES RD DARIEN CT 06820 TRUSTEE 10.00 0 0 0 NANCY AXTHELM 33 MINUTE MAN HILL WESTPORT CT 06880 TRUSTEE 10.00 0 0 0 STEPHEN AXTHELM 46 HILLANDALE RD WESTPORT CT 06880 TRUSTEE 10.00 0 0 0 NONE 0 NONE 0 273920 2613 0 276533 0 276533 4148 272385 13619 13619 176 176 13443 13443 13443 44250 44250 13443 0 0 0 5985 42400 48385 44250 0 44250 44250 48385 0 0 0 13443 0 48385 0 0 0 4135 44250 X CENTER FOR HOPE 590 POST ROAD DARIEN CT 06820 501C UNRESTRICTED 7500 ASSUMPTION CHURCH 98 RIVERSIDE AVE WESTPORT CT 06880 501C UNRESTRICTED 5000 UNITARIAN CHURCH 10 LYONS PLAINS RD WESTPORT CT 06880 501C UNRESTRICTED 2000 MARQUETTE UNIVERSITY 615 N 11TH STREET MILWAUKEE WI 53233 501C UNRESTRICTED 20000 WESTPORT LIBRARY 20 JESUP ROAD WESTPORT CT 06880 501C UNRESTRICTED 0 DIOCESE OF BRIDGEPORT 238 JEWETT AVENUE BRIDGEPORT CT 06606 501C RESTRICTED 0 UUSC 689 MASSACHUSETTS AVE CAMBRIDGE MA 02139 501C RESTRICTED 0 UUUNO 777 UNITED NATIONS PLAZA NEW YORK NY 10017 501C RESTRICTED 0 STAPLES HIGH SCHOOL 70 NORTH AVENUE WESTPORT CT 06880 501C RESTRICTED 2750 FRIENDS OF SHERWOOD PO BOX 544 WESTPORT CT 06881 501C UNRESTRICTED 0 ST AGNES MUSIC 5130 MISSION ROAD ROELAND PARK KS 66205 501C UNRESTRICTED 1000 UU WILMINGTON 4313 LAKE AVENUE WILMINGTON NC 28403 501C UNRESTRICTED 5000 UUA 24 FARNSWORTH STREET BOSTON MA 02210 501C UNRESTRICTED 0 WESTPORT MUSUEM 25 AVERY PLACE WESTPORT CT 06880 501C UNRESTRICTED 1000 WORLD CENTRAL KITCHEN 200 MASSACHUSETTS AVE NW 7TH FL WASHINGTON DC 20001 501C UNRESTRICTED 0 44250 14 12 14 7280 18 13396 13396 20688 13396 34084 NA N/A false false false false false false false false false false GABRIEL TAX & ACCT TAX PREP 1800 125 NEUBERGER BERMAN STRATEGIC INC 2023-05 Purchased 2023-12 1200 1208 Cost -8 358 BAIRD CORE PLUS BOND INST 2020-08 Purchased 2023-11 3500 4392 Cost -892 9 ISHARES CORE S&P 2018-02 Purchased 2023-12 898 711 Cost 187 11 ISHARES CORE S&P MID-CAPETF 2020-08 Purchased 2023-12 2955 2149 Cost 806 23 ISHARES CORE S&P 500 ETF 2014-11 Purchased 2023-08 10496 4656 Cost 5840 1223 PIONEER STRATEGIC INCOME Y 2020-08 Purchased 2023-05 11342 13188 Cost -1846 212 SCHWAB S&P 500 INDEX 2000-01 Purchased 2023-11 15000 5842 Cost 9158 71 VANGUARD FTSE DEVELOPED MARKET 2020-08 Purchased 2023-12 3260 2989 Cost 271 37 VANGUARD FTSE EMERGING MARKET 2020-08 Purchased 2023-12 1499 1619 -120 NON DEDUCTIBLE 25 CHARLES SCHWAB INV ADVISOR FEES 3152 3152 FOREIGN TAX PAID 112