2026-05-14T10:11:32-05:00 2025-12-31 061175330 Allison & Godfrey 134 East Avenue Norwalk CT 06851 990PF 2025-01-01 061596433 Nessel Family Foundation Inc NESS 2032277470 134 East Avenue Norwalk CT 06851 David Godfrey Secretary 2032277470 2026-05-14 1 David L Godfrey P00232920 2032277470 X 2025 2025-03-06 01:10:19Z X 6165278 X X 5629 5629 171966 171966 459858 1939810 459858 2500 2500 639953 639953 0 0 0 6200 3100 3100 29278 29278 0 2723 593 0 533 0 0 38734 32971 3100 877000 877000 915734 32971 880100 -275781 606982 3932 3906 3906 57710 286972 286972 107505 49858 50968 2037395 2172441 4268293 2061102 1466630 1451663 83976 96032 103476 4351620 4075839 6165278 0 0 X 0 0 0 0 4351620 4075839 4351620 4075839 4351620 4075839 4351620 -275781 0 4075839 0 4075839 Schwab ST Covered GL 368965 360270 8695 8695 Schwab LT Covered GL 1569577 1119682 449895 449895 Amentum Hldgs Inc Equity - Frac Share 2025-05-30 3 3 3 Capital Gains Dividends P 1265 1265 1265 459858 8437 0 8437 0 8437 4440 0 0 0 4440 0 3997 0 0 0 0 0 0 0 0 0 0 1 1 CT 1 0 0 0 0 1 N/A David L Godfrey 2032277470 134 East Avenue Norwalk CT 06851 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 David L Nessel 25 Rock Major Road Fairfield CT 06430 President 0.50 0 0 0 Judy Nessel 25 Rock Major Road Fairfield CT 06430 Director 0.50 0 0 0 David L Godfrey 134 East Avenue Norwalk CT 06851 Secretary 0.50 0 0 0 Paul Nessel 18 Wilton Woods Road Wilton CT 06897 Director 0.50 0 0 0 Anna Nessel 18 Wilton Woods Road Wilton CT 06897 Director 0.50 0 0 0 Sawyer Nessel 18 Wilton Woods Road Wilton CT 06897 Director 0.50 0 0 0 NONE 0 NONE 0 0 6301913 129474 0 6431387 0 0 6431387 96471 6334916 316746 316746 8437 8437 308309 0 308309 0 308309 880100 0 880100 308309 0 0 61775 44137 37738 256200 98650 498500 880100 0 0 0 308309 571791 0 0 1070291 0 0 0 0 0 0 61775 1008516 44137 37738 256200 98650 571791 X Americares Foundation 88 Hamilton Ave Stamford CT 06906 None PC 2025 Emergency Support 20000 Applied Behaviorial Rehabilitation Institute dba Home For the Brave 655 Park Avenue Bridgeport CT 06604 None PC General 10000 Bridgeport Hospital Foundation 267 Grant St Bridgeport CT 06610 None PC General Support and Cardiac Facility Remodeling 35000 Bridgeport Ladies Charitable Society 427 Center Rd Easton CT 06612 None PC General 5000 Bridgeport Rescue Mission PO Box 9057 Bridgeport CT 066019057 None PC General 7500 Center for Family Justice 753 Fairfield Ave Bridgeport CT 06604 None PC General 30000 Connecticut Challenge & Mission Inc 250 Pequot Avenue Southport CT 06890 None PC General 5000 Episcopal Diocese of Los Angeles 840 Echo Park Avenue Los Angeles CA 90026 None PC Emergency Support for Fire Relief 10000 Everytown PO Box 3886 New York NY 10163 None PC General 10000 Fairfield Woods Middle School PTSA 1115 Fairfield Woods Road Fairfield CT 06824 None PC Scholarships for Outdoor Adventure Club 5000 Friends of The Norwalk River Valley Trail Inc PO Box 174 Georgetown CT 06829 None PC General 2500 Horizons at GFA 35 Beachside Avenue PO Box Greens Farm CT 06838 None PC General 20000 IRIS Integrated Refugee & Immigrant Services 235 Nicoll Street 2nd Floor New Haven CT 06511 None PC General 10000 Jerusalem Peacebuilders PO Box 3071 Milford CT 06460 None PC General 5000 Mercy Learning Center 637 Park Ave Bridgeport CT 06604 None PC General 10000 Mill River Wetland Committee 476 Old Mill Road Fairfield CT 06824 None PC General 2000 My Sisters' Place 3 Barker Ave White Plains NY 10601 None PC General 2500 Norma F Pfriem Breast Care Center 267 Grant St Bridgeport CT 06610 None PC General 10000 Norwalk Hospital Foundation 34 Maple Street Norwalk CT 06856 None PC General 30000 Nourish Bridgeport Inc 2200 North Avenue Bridgeport CT 06604 None PC General 10000 Operation Hope Inc 636 Old Post Road Fairfield CT 06824 None PC General 5000 Planned Parenthood of Southern New England 345 Whitney Ave New Haven CT 06511 None PC General 5000 Prospector Theater 25 Prospect Street Ridgefield CT 06877 None PC General 7500 Roger Ludlowe Middle School PTA 689 Unquowa Road Fairfield CT 06824 None PC Scholarships 5000 Thrive Cooperative Center for Wellness 1087 Broad Street Bridgeport CT 06604 None PC General 100000 Tomlinson Middle School PTSA 200 Unquowa Road Fairfield CT 06824 None PC Counselors Discretionary Fund 5000 Trinity Episcopal Church 651 Pequot Ave Southport CT 06890 None PC Funding for New Organ 500000 Wholesome Wave LLC PO Box 3968 Bridgeport CT 06605 None PC General 2500 Wilton High School 395 Danbury Rd Wilton CT 06897 None PC Community Steps/Support Center 7500 877000 0 14 5629 14 171966 14 2500 18 459858 0 639953 0 639953 0 0 0 0 0 0 0 0 0 0 American Electric Power 5.2% Bond 01/15/29 49960 51489 Ashland Inc 6.50% bonds due 6/30/29 126515 126547 Black Hills Corp 3.95% due 1/15/26 74193 74990 Black Hills Corp 6.15% due 5/31/34 53612 53561 Central Garden 5.125% bonds due 2/1/28 158603 149625 Delta Air Lines 3.75% bonds due 10/28/29 28084 29261 Ford Motor Co 4.00% due 6/20/27 15075 14644 Ford Motor Co 4.00% due 8/20/27 12108 11685 Ford Motor Co 4.05% due 6/20/27 25150 24424 Hillenbrand Inc 6.25% bonds due 2/15/29 75778 76500 Hilton Domestic 4.875% bonds due 1/15/30 59520 60000 Huntington Inga 4.2% bonds due 05/01/30 22102 24714 Huntington Inga 5.353% bonds due 1/15/30 50767 51529 Ipalco Enterprise 4.25% bonds due 5/1/30 69134 73509 Murphy Oil USA 5.625% bondsdue 5/1/27 24968 24938 Olin Corp 5.625% bonds due 8/01/29 99975 100376 Scotts Miracle 5.25% bonds due 12/15/26 53425 50000 Scotts Miracle Gro 4.5% bonds due 10/15/29 51048 49063 Service Corp Intl 5.75% bonds due 10/15/2032 25495 25406 Service Corp Intl 7.5% 4/1/2027 65820 60991 Teleflex Inc 4.625% bonds due 11/15/27 105561 99500 Treehouse Foods Inc 4.00% bonds due 9/1/28 101237 99500 Tuscon Electric 3.25% bonds due 5/15/32 21738 23262 Tuscon Electric 5.20% bonds due 9/15/34 75842 76149 United Rentals 4.875% bonds due 1/15/28 20920 20000 Align Technology Inc - 350 sh 62223 54652 Allstate Corp 7.375% PFD - 4000 sh 105467 105240 Alphabet Inc Cl A - 685 sh 61396 214405 Amazon.Com inc - 830 sh 29457 191581 Apple Inc - 700 sh 819 190302 ASML Hldg NV ADR - 60 sh 42378 64192 AT & T Inc 5% Pfd Ser A - 4000 sh 101193 80560 Bank of NY Va 6.15% Pfd Ser K -4000 sh 101986 102600 Booking Holdings Inc - 37 sh 49026 198147 Brookfield Infrastructure Ptrd LP - 2000 units 33360 32760 Brookfield Renewable Corp - 1500 sh 56226 57510 Charles Schwab 5.95% PFD - 4000 sh 99120 100000 Chewy Inc - 2500 sh 64500 82625 Deere & Co - 375 sh 32813 174589 Digital Real 5.85% Pfd Ser K - 3000 sh 78910 71610 Docusign Inc - 500 sh 60992 34200 Duke Energy 5.75% Pfd - 2000 sh 48184 49940 Ecolab Inc - 250 sh 45511 65630 Edwards LifeScience - 600 sh 29544 51150 Intuitive Surgical Inc - 135 sh 21185 76459 Iqvia Holdings Inc - 650 sh 42290 146516 Jacobs Solutions Inc - 775 sh 52753 102656 JPMorgan Chase 5.75% Pfd Ser D - 3000 sh 75945 74760 Meta Platforms Inc. - 240 sh 18613 158422 Metlife Inc 5.625% Pfd Ser E - 1000 sh 23309 23750 Microsoft Corp - 150 sh 61922 72543 Nike Inc Class B - 750 sh 39018 47782 Nvidia Corp - 300 sh 33050 55950 Palo Alto Networks - 550 sh 12790 101310 Penumbra Inc. - 200 sh 38107 62182 Pepsico Inc - 600 sh 45931 86112 Quanta Svcs Inc - 400 sh 13423 168824 Regeneron Pharmaceuticals Inc - 145 sh 57083 111921 Resmed Inc - 425 sh 21190 102370 Snowflake Inc - 600 sh 87471 131616 Starbucks Corp - 875 sh 48617 73684 The Hartford Fin 6% Pfd Ser G - 4000 sh 99472 100120 Uber Technologies Inc - 1950 sh 56084 159334 Veeva Systems Inc - 300 sh 25104 66969 Visa Inc - 575 sh 7435 201658 Walt Disney Co - 1000 sh 99469 113770 Xylem, Inc. - 400 sh 48991 54472 Zebra Technologies Cl A - 220 sh 40084 53420 0 0 49858 50968 Alexandria Real Estate E REIT - 500 sh AT COST 51498 24470 American Tower Corp - -450 Sh AT COST 44534 79006 Gunn Godfrey & Allison 6200 3100 3100 K1 Income - Guaranteed Pmt 2500 2500 2500 Investment Mgmt Fees 29278 29278 0 Federal Excise Taxes 2130 0 0 Foreign Taxes 593 593 0