2017-05-12T13:40:30-07:00 2016-12-31 Gabriel Tax & Accounting Services LLC 1297 PARK AVE BRIDGEPORT CT 06604 990PF 2016-01-01 066444196 M BONNIE AXTHELM CHARITABLE FOUNDATION MBON 2033244341 C/O 33 MINUTE MAN HILL WESTPORT CT 06880 NANCY AXTHELM TRUSTEE 2033244341 2017-05-03 MARY ELLEN KEENAN 2033677731 2017-05-12 47.23.142.51 2017-05-12 13:40:17 PD P 1BA884CDC233A7B7BC0A7592E08A5A4FA5A6B3D1 069390E2D557D379FF195682EBF864B2B4F352E9 2016 2021-01-29 14:40:06Z X 387105 X X 9680 9680 13050 67493 13050 352 352 23082 23082 1800 4097 4097 2 2 367 367 249 6266 4466 249 26275 26275 32541 4466 26524 -9459 18616 3138 1553 1553 99574 80970 103143 115718 102366 98440 153710 177792 183969 372140 362681 387105 0 X 372446 372140 -306 -9459 372140 362681 372140 362681 372140 -9459 362681 362681 353 shs. GOLDMAN SACHS STRATEGIC INCM F P 2015-11-27 2016-04-12 3318 0 3520 -202 0 0 0 -202 2614 shs. GOLDMAN SACHS STRATEGIC INCM P 2011-10-03 2016-04-12 24539 0 27405 -2866 0 0 0 -2866 204 shs. METROPOLITAN WEST TOTAL RETURN P 2014-05-12 2016-05-23 2200 0 2200 0 0 0 0 0 446 shs. SCHWAB S&P 500 INDEX FD P 2011-10-03 2016-04-25 14470 0 7748 6722 0 0 0 6722 276 shs. SCHWAB S&P 500 INDEX FD P 2011-10-03 2016-11-18 9500 0 4808 4692 0 0 0 4692 183 shs. SCHWAB S&P 500 INDEX FD P 2011-10-03 2016-12-14 6500 0 3181 3319 0 0 0 3319 444 VANGUARD TOTAL INTL STK INDEX F P 2011-10-03 2016-04-26 6605 0 5581 1024 0 0 0 1024 CHARLES SCHWAB CAPITAL GAIN DIST DIVIDENDS P 2011-10-03 2016-12-31 361 0 0 361 0 0 0 361 13050 -202 false 25507 444745 0.057352 23840 428877 0.055587 21804 420805 0.051815 20839 393528 0.052954 21736 418682 0.051915 0.269623 0.053925 416266 22447 186 22633 26524 X 186 0 186 186 0 186 0 false false false false false false false false true true false false false false true N/A MEGAN BROWN 2033244341 19 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 19 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 390097 32508 0 422605 422605 6339 416266 20813 20813 186 186 20627 20627 20627 26524 26524 186 26338 20627 11708 26524 11708 14816 14816 11708 8919 14816 14816 X CENTER FOR HOPE 590 POST ROAD DARIEN CT 06820 501C UNRESTRICTED 2500 ST AGNES CATHEDRAL 29 QUEALY PLACE ROCKVILLE CENTER NY 11570 501C UNRESTRICTED 1000 ASSUMPTION CHURCH 98 RIVERSIDE AVE WESTPORT CT 06880 501C UNRESTRICTED 8250 UNITARIAN CHURCH 10 LYONS PLAINS RD WESTPORT CT 06880 501C UNRESTRICTED 5000 MARQUETTE UNIVERSITY 615 N 11TH STREET MILWAUKEE WI 53233 501C UNRESTRICTED 9500 STAPLES HIGH SCHOOL-MUSIC 70 NORTH AVENUE WESTPORT CT 06880 501C RESTRICTED 25 26275 14 9680 18 13050 22730 22730 false false false false false false false false false false GABRIEL TAX & ACCT TAX PREP 1800 353 shs. GOLDMAN SACHS STRATEGIC INC 2015-11 Purchased 2016-04 3318 3520 -202 2614 shs. GOLDMAN SACHS STRATEGIC INCM 2011-10 Purchased 2016-04 24539 27405 -2866 204 shs. METROPOLITAN WEST TOTAL RETURN 2014-05 Purchased 2016-05 2200 2200 446 shs. SCHWAB S&P 500 INDEX FD 2011-10 Purchased 2016-04 14470 7748 6722 276 shs. SCHWAB S&P 500 INDEX FD 2011-10 Purchased 2016-11 9500 4808 4692 183 shs. SCHWAB S&P 500 INDEX FD 2011-10 Purchased 2016-12 6500 3181 3319 444 VANGUARD TOTAL INTL STK INDEX F 2011-10 Purchased 2616-12 6605 5581 1024 CHARLES SCHWAB CAPITAL GAIN DIST DIVIDENDS 2011-10 Purchased 2016-12 361 361 ROP 352 352 CHARLES SCHWAB INV ADVISOR FEES 4097 US TREASURY 249 249 249 FOREIGN TAX 118 118