2024-05-09T14:39:45-05:00 2023-12-31 061175330 Allison & Godfrey 134 East Avenue Norwalk CT 06851 990PF 2023-01-01 061596433 Nessel Family Foundation Inc NESS 2032277470 134 East Avenue Norwalk CT 06851 David Godfrey Secretary 2032277470 2024-05-07 1 David Godfrey 999009999 1 David L Godfrey P00232920 2032277470 X 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 6098259 X X 2537 2537 155260 155260 353376 1202219 353376 1516 1516 512689 512689 0 0 0 5575 2788 2787 27087 27087 0 1439 506 0 34101 30381 2787 541000 541000 575101 30381 543787 -62412 482308 4674 3508 3508 115103 157943 157943 34667 77850 78120 2327524 2367800 4050591 1985305 1797760 1710951 44534 44534 97146 4511807 4449395 6098259 0 0 X 0 0 0 0 4511807 4449395 4511807 4449395 4511807 4449395 4511807 -62412 0 4449395 0 4449395 Schwab ST Realized GL 108623 81178 27445 27445 Schwab LT Realized GL 1090947 767665 323282 323282 Capital Gains Dividends P 2649 2649 2649 353376 6704 0 6704 0 6704 3640 0 0 0 3640 0 3064 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 NONE 0 NONE 0 0 5889395 86048 0 5975443 0 0 5975443 89632 5885811 294291 294291 6704 6704 287587 0 287587 0 287587 543787 0 543787 287587 0 0 33439 61775 44137 37738 177089 543787 0 0 0 287587 256200 0 0 433289 0 0 0 0 0 0 0 433289 33439 61775 44137 37738 256200 X Americares Foundation 88 Hamilton Ave Stamford CT 06906 None PC General 10000 Applied Behaviorial Rehabilitation Institute dba Home For the Brave 655 Park Avenue Bridgeport CT 06604 None PC General 10000 Aspetuck Land Trust 18 Cold Spring Road Easton CT 06612 None PC Green Corridor Initiative 2500 Bridgeport Hospital Foundation 267 Grant St Bridgeport CT 06610 None PC General 30000 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 10000 Center for Family Justice 753 Fairfield Ave Bridgeport CT 06604 None PC General 45000 Connecticut Audobon Society 314 Unquowa Road Fairfield CT 06824 None PC General 2500 Connecticut Challenge & Mission Inc 250 Pequot Avenue Southport CT 06890 None PC General 15000 Everytown PO Box 3886 New York NY 10163 None PC General 5000 Fairfield Woods Middle School PTSA 1115 Fairfield Woods Road Fairfield CT 06824 None PC Scholarships 5000 Fearless Angel Project 116 Mason Street Greenwich CT 06830 None PC Angel Fish Program 4000 Friends of The Norwalk River Valley Trail Inc PO Box 174 Georgetown CT 06829 None PC General 2500 Grace Cottage Foundation PO Box 1 133 Grafton Road Townshend VT 05353 None PC General 25000 Haitian Educational Initiatives 857 Post Road Fairfield CT 06823 None PC General 5000 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 5000 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 Near and Far Aid Association Inc PO Box 717 Southport CT 06490 None PC General 5000 Norma F Pfriem Breast Care Center 267 Grant St Bridgeport CT 06610 None PC General 30000 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 Putnam Northern Westchester Women's Resource Center 935 South Lake Blvd Suite 2 Mahopac NY 10541 None PC General 2500 Roger Ludlowe Middle School PTA 689 Unquowa Road Fairfield CT 06824 None PC Scholarships 5000 Save The Children 501 Kings Hwy E 400 Fairfield CT 06825 None PC General 10000 Save The Sound 900 Chapel St Suite 2202 New Haven CT 06510 None PC General 5000 Thrive Cooperative Ceneter for Wellness 1087 Broad Street Bridgeport CT 06604 None PC General 200000 Tomlinson Middle School PTSA 200 Unquowa Road Fairfield CT 06824 None PC Counselors Discretionary Fund 5000 Wholesome Wave LLC 855 Main Street Suite 910 Bridgeport CT 06604 None PC General 2500 Wilton High School 395 Danbury Rd Wilton CT 06897 None PC Community Steps/Support Center 7500 The Haiti Plunge PO Box 376 Adams MA 01220 None PC General 5000 541000 0 14 2537 14 155260 14 1516 18 353376 0 512689 0 512689 0 0 0 0 0 0 0 0 0 0 AMC Networks Inc 4.75% bonds due 08/01/25 75441 72750 American Electric Power 2.031% Bond 03/15/24 48080 49586 Ashland Inc 6.50% bonds due 6/30/29 126515 115908 Carpenter Technology 6.375% bonds due 7/15/28 134258 122077 Central Garden 5.125% bonds due 2/1/28 158603 145500 Delta Air Lines 2.90% bonds due 10/28/24 27986 29212 Delta Air Lines 7.375% bonds due 01/15/26 72303 72363 Ford Motor Co 4.00% due 6/20/27 15075 13906 Ford Motor Co 4.00% due 8/20/27 12108 11083 Ford Motor Co 4.05% due 6/20/27 25150 23215 Ford Motor Co 4.687% due 6/09/25 76694 73617 Hillenbrand Inc 5.75% bonds due 6/15/25 106991 99375 Ipalco Enterprise 3.70% bonds due 9/1/24 73085 73500 Olin Corp 5.125% bonds due 9/15/27 25995 24281 Revvity Inc .85% bonds due 9/15/24 69443 72412 Scotts Miracle Gro 4.5% bonds due 10/15/29 51048 44625 Scotts Miracle 5.25% bonds due 12/15/26 53425 48438 Service Corp Intl 7.5% 4/1/2027 65820 61508 Sprint Corp 7.125% bonds due 6/15/24 25619 25063 Sprint Corp 7.625% bonds due 2/15/25 77059 76335 Teleflex Inc 4.625% bonds due 11/15/27 105560 97250 Treehouse Foods Inc 4.00% bonds due 9/1/28 101237 88375 United Rentals 4.875% bonds due 1/15/28 20920 19425 United Rentals 5.50% bonds due 5/15/27 83210 80000 American Electric Power 5.699% Bond 08/15/25 49599 50333 Black Hills Corp 1.037 due 8/23/24 94434 97033 Huntington Inga 4.2% bonds due 05/01/30 22102 23781 AT & T Inc 5% Pfd Ser A - 4000 sh 101193 83960 Charles Schwab 5.95% PFD - 4000 sh 99120 100400 Digital Real 5.85% Pfd Ser K - 3000 sh 78910 74550 Duke Energy 5.75% Pfd - 1000 sh 23183 24400 JPMorgan Chase 5.75% Pfd Ser D - 2000 sh 50945 50000 Wells Fargo 6.625% Pfd - 3500 sh 87450 87815 3D Systems Corp - 3000 sh 55121 19050 Air Products & Chemicals - 475 sh 76030 130055 Alphabet Inc Cl C - 1725 sh 154612 240965 Amazon.Com inc - 900 sh 39760 136746 Apple Inc - 775 sh 907 149211 Aptiv PLC - 850 sh 77448 76262 Atlantica Sustainable - 1500 sh 47669 32250 Booking Holdings Inc - 50 sh 64749 177361 Brookfield Renewable Corp - 1500 sh 56226 43185 Deere & Co - 375 sh 32813 149951 Docusign Inc - 500 sh 60992 29725 Ecolab Inc - 250 sh 45511 49588 Edwards LifeScience - 600 sh 29544 45750 Meta Platforms Inc. - 375 sh 28879 132735 Globus Medical Inc - 600 sh 35229 31974 Intuitive Surgical Inc - 275 sh 46517 92774 Iqvia Holdings Inc - 700 sh 45543 161966 Jacobs Solutions Inc - 850 sh 70596 110330 Nike Inc Class B - 750 sh 39018 81427 Palo Alto Networks - 425 sh 19766 125324 Paypal Holdings Incorporated - 1200 sh 82606 73692 Pepsico Inc - 650 sh 50817 110396 Quanta Svcs Inc - 600 sh 20134 129480 Regeneron Pharmaceuticals Inc - 175 sh 69111 153701 Resmed Inc - 425 sh 21190 73109 Splunk Inc - 650 sh 76158 99028 Starbucks Corp - 1000 sh 55390 96010 Uber Technologies Inc - 2800 sh 89121 172396 United Parcel Service - 800 sh 59048 125784 Veeva Systems Inc - 300 sh 25104 57756 Visa Inc - 700 sh 9051 182245 Walt Disney Co - 1000 sh 99469 90290 Zebra Technologies Cl A - 220 sh 40084 60133 Brookfield Infrastructure Ptrd LP - 2000 units 33360 31820 State Street Corp 5.9% Pfd - 1600 sh 39183 40048 Chewy Inc - 1500 sh 46730 35445 Sphere Entertainment - 2400 sh 83513 81504 0 0 77850 78120 American Tower Corp - -450 Sh AT COST 44534 97146 Gunn Godfrey & Allison 5575 2788 2787 K1 Income - Guaranteed Pmt 1466 1466 1466 Bond Consent - Other Income 50 50 50 Investment Mgmt Fees 27087 27087 0 Federal Excise Taxes 933 0 0 Foreign Taxes 506 506 0