2022-04-18T10:47:17-07:00 2021-12-31 205926351 Gabriel Tax & Accounting Services LLC 1297 PARK AVE BRIDGEPORT CT 06604 990PF 2021-01-01 066444196 M BONNIE AXTHELM CHARITABLE FOUNDATION MBON 2033244341 C/O 33 MINUTE MAN HILL WESTPORT CT 06880 NANCY AXTHELM TRUSTEE 2033244341 2022-03-25 true NANCY AXTHELM XXX-XX-XXXX MARY ELLEN KEENAN P01439079 2033677731 3 AAL1 IAL1 FAL1 2021 2022-09-23 18:48:47Z X 381945 X X 0 0 8180 8180 18820 39007 19768 540 0 0 27000 27948 540 0 1800 4075 4075 2 2 0 148 0 0 5877 4225 0 46050 46050 51927 4225 46050 -24927 23723 540 3285 -978 -978 0 0 30568 30568 106704 96571 96571 95537 0 141152 120965 180682 0 0 0 0 271576 247126 381945 0 0 0 0 0 X 291247 271576 -19671 -24450 271576 247126 271576 247126 271576 -24927 477 247126 247126 CHARLES SCHWAB CAPITAL GAIN DISTRIBUTIONS P 2015-01-01 2021-12-31 948 0 0 948 0 0 0 948 6 ISHARES CORE S&P MID CAPETF IV P 2020-08-12 2021-03-01 2299 0 1759 540 0 0 0 540 6 ISHARES CORE S&P MID CAPETF IV P 2020-08-12 2021-10-26 1673 0 1172 501 0 0 0 501 17 ISHARES CORE S&P SMALL CAP ETF IV P 2018-02-01 2021-03-01 1828 0 1344 484 0 0 0 484 11 VANGAURD FTSE DEVELOPED MKTS ET P 2018-12-03 2021-03-01 537 0 443 94 0 0 0 94 14 VANGUARD FTSE EMERGING MARKET P 2015-11-27 2021-03-01 754 0 478 276 0 0 0 276 78 VANGUARD S&P 500 ETF P 2015-11-27 2021-12-27 31916 0 14991 16925 0 0 0 16925 19768 540 330 0 330 0 330 0 330 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 379060 5284 0 384344 0 384344 5765 378579 18929 18929 330 330 18599 18599 18599 46050 46050 18599 0 4430 8048 13426 22481 48385 46050 0 46050 46050 48385 0 0 0 18599 0 48385 0 0 0 2335 46050 X CENTER FOR HOPE 590 POST ROAD DARIEN CT 06820 501C UNRESTRICTED 3000 ASSUMPTION CHURCH 98 RIVERSIDE AVE WESTPORT CT 06880 501C UNRESTRICTED 9550 UNITARIAN CHURCH 10 LYONS PLAINS RD WESTPORT CT 06880 501C UNRESTRICTED 4500 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 5000 UUSC 689 MASSACHUSETTS AVE CAMBRIDGE MA 02139 501C RESTRICTED 300 UUUNO 777 UNITED NATIONS PLAZA NEW YORK NY 10017 501C RESTRICTED 300 STAPLES HIGH SCHOOL 70 NORTH AVENUE WESTPORT CT 06880 501C RESTRICTED 2500 FRIENDS OF SHERWOOD PO BOX 544 WESTPORT CT 06881 501C UNRESTRICTED 1100 ST AGNES MUSIC 5130 MISSION ROAD ROELAND PARK KS 66205 501C UNRESTRICTED 1000 UU WILMINGTON 4313 LAKE AVENUE WILMINGTON NC 28403 501C UNRESTRICTED 2500 UUA 24 FARNSWORTH STREET BOSTON MA 02210 501C UNRESTRICTED 300 46050 14 0 14 8180 18 18820 18820 27000 18820 45820 NA N/A false false false false false false false false false false GABRIEL TAX & ACCT TAX PREP 1800 9 ISHARES CORE S&P MID CAPETF IV 2020-08 Purchased 2021-03 2299 1759 540 6 ISHARES CORE S&P MID CAPETF IV 2020-08 Purchased 2021-10 1673 1172 501 17 ISHARES CORE S&P SMALL CAP ETF IV 2018-02 Purchased 2021-03 1828 1344 484 11 VANGUARD FTSE DEVELOPED MKTS ET 2018-12 Purchased 2021-03 537 443 94 14 VANGUARD FTSE EMERGING MARKET 2015-11 Purchased 2021-03 754 478 276 78 VANGUARD S&P 500 ETF 2015-11 Purchased 2021-12 31916 14991 16925 NON DEDUCTIBLE 477 CHARLES SCHWAB INV ADVISOR FEES 4075 4075 FOREIGN TAX PAID 148