2025-05-15T10:16:05-07:00 2024-12-31 205926351 Gabriel Tax & Accounting Services LLC 1297 PARK AVE BRIDGEPORT CT 06604 990PF 2024-01-01 066444196 M BONNIE AXTHELM CHARITABLE FOUNDATION MBON 2033244341 C/O 33 MINUTE MAN HILL WESTPORT CT 06880 NANCY AXTHELM TRUSTEE 2033244341 2025-05-12 true MARY ELLEN KEENAN P01439079 2033677731 2025-05-15 2024 2025-03-06 01:10:19Z X 259057 X X 9 7262 18717 42446 18717 0 0 25988 18717 0 1800 3190 0 149 0 0 4990 149 0 44000 44000 48990 149 44000 -23002 18568 1429 -6673 -6673 0 0 22042 15182 78219 79260 88265 80397 0 84474 67605 107114 0 0 0 0 187205 164379 259057 0 0 0 0 0 X 215694 187205 -28489 -22826 187205 164379 187205 164379 187205 -23002 176 164379 164379 350 SH INVESCO P 2020-08-12 2024-04-30 9016 0 11655 -2639 0 0 0 -2639 33 SH ISHARES CORE S&P 50 MID CAPETF P 2020-08-12 2024-11-04 2036 0 1290 746 0 0 0 746 18 SH ISHARES CORE S&P SMALL CAP ETF P 2018-02-01 2024-11-11 2142 0 1423 719 0 0 0 719 3 SH ISHARES CORE S&P 500 ETF P 2021-11-04 2024-12-23 1778 0 607 1171 0 0 0 1171 264 SH SCHWAB S&P 500 INDEX P 2013-03-22 2024-11-11 22322 0 6235 16087 0 0 0 16087 19 SH VANGUARD FTSE DEVELOPED MARKET P 2020-08-12 2024-11-04 962 0 800 162 0 0 0 162 25 SH VANGUARD FTSE EMERGING MARKET P 2020-08-12 2024-11-11 1162 0 1094 68 0 0 0 68 32 SCHWAB S&P 500 INDEX P 2011-12-08 2024-11-11 3028 0 625 2403 0 0 0 2403 18717 258 0 258 0 258 0 258 0 false false false false false false false false true true false false false false true N/A NANCY AXTHELM 9179698829 33 MINUTE MAN HILL WESTPORT CT 06880 false false false false false false false false false false false false false false false false false false false false MEGAN A BROWN 14 DARIEN CLOSE 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 4720 SWEETFERN RD 310 WILMINGTON NC 28411 TRUSTEE 10.00 0 0 0 NONE 0 NONE 0 228466 2850 0 231316 0 231316 3470 227846 11392 11392 258 258 11134 11134 11134 44000 44000 11134 0 0 0 4135 44250 48385 44000 11134 0 32866 81251 0 0 0 11134 0 81251 0 0 4135 44250 32866 X CENTER FOR HOPE 590 POST ROAD DARIEN CT 06820 501C UNRESTRICTED 5000 ASSUMPTION CHURCH 98 RIVERSIDE AVE WESTPORT CT 06880 501C UNRESTRICTED 9000 UNITARIAN CHURCH 10 LYONS PLAINS RD WESTPORT CT 06880 501C UNRESTRICTED 1000 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 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 3000 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 6000 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 WESTPORT HUMAN SERVICES 110 MYRTLE AVENUE WESTPORT CT 06880 501C UNRESTRICTED 1000 EARTHPLACE 10 WOODSIDE LANE WESTPORT CT 06880 501C UNRESTRICTED 1000 44000 14 9 14 7262 18 18717 18717 25988 18717 44705 NA N/A false false false false false false false false false false GABRIEL TAX & ACCT TAX PREP 1800 350 INVESCO TAXABLE 2020-08 Purchased 2024-04 9016 11655 -2639 33 ISHARES CORE S&P MID CAPETF 2020-08 Purchased 2024-11 2036 1290 746 18 ISHARES CORE S&P SMALL CAP ETF 2018-02 Purchased 2024-11 2142 1423 719 3 ISHARES CORE S&P 500 ETF IV 2014-11 Purchased 2024-12 1778 607 1171 264 SCHWAB S&P 500 INDEX 2013-03 Purchased 2024-11 22322 6235 16087 19 VANGUARD FTSE DEVELOPED MARKET 2020-08 Purchased 2024-11 962 800 162 25 VANGUARD FTSE EMERGING MARKET 2020-08 Purchased 2024-11 1162 1094 68 32 SCHWAB S&P 500 INDEX 2021-12 Purchased 2024-11 3028 625 2403 NON DEDUCTIBLE 176 CHARLES SCHWAB INV ADVISOR FEES 3190 FOREIGN TAX PAID 149