2023-05-12T13:08:09-07:00 2022-12-31 205926351 Gabriel Tax & Accounting Services LLC 1297 PARK AVE BRIDGEPORT CT 06604 990PF 2022-01-01 066444196 M BONNIE AXTHELM CHARITABLE FOUNDATION MBON 2033244341 C/O 33 MINUTE MAN HILL WESTPORT CT 06880 NANCY AXTHELM TRUSTEE 2033244341 2023-05-11 true NANCY AXTHELM XXX-XX-XXXX true MARY ELLEN KEENAN P01439079 2033677731 2023-05-12 3 AAL1 IAL1 FAL1 2022 2023-04-26 12:10:37Z X 275717 X X 4 4 6864 6864 9156 45791 9163 0 0 16024 16031 0 1800 3576 3576 10 10 0 122 0 0 5386 3708 0 42400 42400 47786 3708 42400 -31762 12323 -978 4264 4264 0 0 30568 27883 80967 96571 86948 74252 0 120965 96599 116234 0 0 0 0 247126 215694 275717 0 0 0 0 0 X 271576 247126 -24450 -31432 247126 215694 247126 215694 247126 -31762 330 215694 215694 BAIRD CORE PLUS BOND INS P 2015-01-01 2022-12-31 7 0 0 7 0 0 0 7 633 BAIRD CORE P 2020-08-12 2022-10-24 6000 0 7750 -1750 0 0 0 -1750 21 ISHARES CORE S&P MID-CAPETF P 2020-08-12 2022-11-30 5140 0 4104 1036 0 0 0 1036 23 ISHARES CORE S&P SMALL CAP ETF P 2018-02-01 2022-10-24 2120 0 1818 302 0 0 0 302 30 ISHARES CORE S&P 500 ETF P 2020-03-18 2022-12-09 12703 0 7659 5044 0 0 0 5044 170 PIONEER STRATEGIC INCOME Y P 2020-08-12 2022-11-03 1500 0 1833 -333 0 0 0 -333 84 SCHWAB S&P 500 INDEX P 2015-01-29 2022-10-24 5000 0 2685 2315 0 0 0 2315 206 VANGUARD FTSE DEVELOPED MARKET P 2020-08-12 2022-12-09 8497 0 8672 -175 0 0 0 -175 11 VANGUARD S&P 500 ETF P 2015-11-27 2022-01-04 4831 0 2114 2717 0 0 0 2717 9163 171 0 171 0 171 0 171 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 340708 3782 0 344490 0 344490 5167 339323 16966 16966 171 171 16795 16795 16795 42400 42400 16795 0 0 0 2335 46050 48385 42400 0 42400 42400 48385 0 0 0 16795 0 48385 0 0 0 5985 42400 X CENTER FOR HOPE 590 POST ROAD DARIEN CT 06820 501C UNRESTRICTED 5000 ASSUMPTION CHURCH 98 RIVERSIDE AVE WESTPORT CT 06880 501C UNRESTRICTED 4000 UNITARIAN CHURCH 10 LYONS PLAINS RD WESTPORT CT 06880 501C UNRESTRICTED 4000 MARQUETTE UNIVERSITY 615 N 11TH STREET MILWAUKEE WI 53233 501C UNRESTRICTED 15000 WESTPORT LIBRARY 20 JESUP ROAD WESTPORT CT 06880 501C UNRESTRICTED 1000 DIOCESE OF BRIDGEPORT 238 JEWETT AVENUE BRIDGEPORT CT 06606 501C RESTRICTED 4500 UUSC 689 MASSACHUSETTS AVE CAMBRIDGE MA 02139 501C RESTRICTED 100 UUUNO 777 UNITED NATIONS PLAZA NEW YORK NY 10017 501C RESTRICTED 150 STAPLES HIGH SCHOOL 70 NORTH AVENUE WESTPORT CT 06880 501C RESTRICTED 2500 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 3000 UUA 24 FARNSWORTH STREET BOSTON MA 02210 501C UNRESTRICTED 150 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 1000 42400 14 4 14 6864 18 9156 9156 16024 9156 25180 NA N/A false false false false false false false false false false GABRIEL TAX & ACCT TAX PREP 1800 633 BAIRD CORE PLUS BOND INST 2020-08 Purchased 2022-10 6000 7750 -1750 21 ISHARES CORE S&P MID-CAPETF 2020-08 Purchased 2022-11 5140 4104 1036 23 ISHARES CORE S&P SMALL CAP ETF 2018-02 Purchased 2022-10 2120 1818 302 30 ISHARES CORE S&P 500 ETF 2020-03 Purchased 2022-12 12703 7659 5044 170 PIONEER STRATEGIC INCOME Y 2020-08 Purchased 2022-11 1500 1833 -333 84 SCHWAB S&P 500 INDEX 2015-01 Purchased 2022-10 5000 2685 2315 206 VANGUARD FTSE DEVELOPED MARKET 2020-08 Purchased 2022-12 8497 8672 -175 11 VANGUARD S&P 500 ETF 2015-11 Purchased 2022-01 4831 2114 2717 NON DEDUCTIBLE 330 CHARLES SCHWAB INV ADVISOR FEES 3576 3576 FOREIGN TAX PAID 122