2025-05-05T15:25:23-05:00 2024-12-31 061175330 Allison & Godfrey 134 East Avenue Norwalk CT 06851 990PF 2024-01-01 061596433 Nessel Family Foundation Inc NESS 2032277470 134 East Avenue Norwalk CT 06851 David Godfrey Secretary 2032277470 2025-05-04 1 1 David L Godfrey P00232920 2032277470 X 2024 2025-03-06 01:10:19Z X 6388716 X X 7952 7952 144121 144121 193737 1447819 193737 2501 2501 348311 348311 0 0 0 5650 2825 2825 27711 27711 0 10317 533 0 408 0 0 44086 31069 2825 402000 402000 446086 31069 404825 -97775 317242 3508 3932 3932 157943 57710 57710 77850 107505 109060 2367800 2037395 4110060 1797760 2061102 1991276 44534 83976 116678 4449395 4351620 6388716 0 0 X 0 0 0 0 4449395 4351620 4449395 4351620 4449395 4351620 4449395 -97775 0 4351620 0 4351620 Schwab ST Realized GL 77500 76002 1498 1498 Schwab LT Realized GL 1369300 1178080 191220 191220 Capital Gains Dividends P 1019 1019 1019 193737 4410 0 4410 0 4410 6720 0 0 0 6720 0 2310 2310 0 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 6147540 158757 0 6306297 0 0 6306297 94594 6211703 310585 310585 4410 4410 306175 0 306175 0 306175 404825 0 404825 306175 0 0 33439 61775 44137 37738 256200 433289 404825 0 0 0 306175 98650 0 0 531939 0 0 0 0 0 0 33439 498500 61775 44137 37738 256200 98650 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 40000 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 30000 Connecticut Challenge & Mission Inc 250 Pequot Avenue Southport CT 06890 None PC General 7500 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 5000 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 10000 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 7500 Jerusalem Peacebuilders PO Box 3071 Milford CT 06460 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 15000 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 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 402000 0 14 7952 14 144121 14 2501 18 193737 0 348311 0 348311 0 0 0 0 0 0 0 0 0 0 American Electric Power 5.2% Bond 01/15/29 49960 50435 American Electric Power 5.699% Bond 08/15/25 49599 50232 Ashland Inc 6.50% bonds due 6/30/29 126515 124668 Ball Corp 6.875% 3/15/28 103015 102125 Black Hills Corp 3.95% due 1/15/26 74193 74227 Carpenter Technology 6.375% bonds due 7/15/28 134258 122693 Central Garden 5.125% bonds due 2/1/28 158603 146250 Constellation Brands 5.00% due 2/2/26 98992 99873 Constellation En 3.25% due 6/1/25 48836 49646 Delta Air Lines 3.75% bonds due 10/28/29 28084 27900 Delta Air Lines 7.375% bonds due 01/15/26 72303 71225 FFCB 5.58% bonds due 8/19/32 40056 39964 Ford Motor Co 4.00% due 6/20/27 15075 14415 Ford Motor Co 4.00% due 8/20/27 12108 11499 Ford Motor Co 4.05% due 6/20/27 25150 24053 Ford Motor Co 4.687% due 6/09/25 76694 74733 Hillenbrand Inc 6.25% bonds due 2/15/29 75778 74813 Huntington Inga 4.2% bonds due 05/01/30 22102 23652 Huntington Ingall 3.844% due 5/01/25 49264 49801 Ipalco Enterprise 4.25% bonds due 5/1/30 69134 70594 Olin Corp 5.125% bonds due 9/15/27 25995 24437 PNM Resources 3.85% bonds due 8/1/25 73719 74408 Scotts Miracle 5.25% bonds due 12/15/26 53425 49000 Scotts Miracle Gro 4.5% bonds due 10/15/29 51048 46000 Service Corp Intl 7.5% 4/1/2027 65820 60622 Teleflex Inc 4.625% bonds due 11/15/27 105560 96625 T-Mobile USA Inc 4.75% bonds due 2/1/28 74607 74531 Treehouse Foods Inc 4.00% bonds due 9/1/28 101237 90500 Tuscon Electric 5.20% bonds due 9/15/34 75842 73505 United Rentals 4.875% bonds due 1/15/28 20920 19450 United Rentals 5.50% bonds due 5/15/27 83210 79400 Air Products & Chemicals - 435 sh 69494 126167 Alphabet Inc Cl C - 1150 sh 103074 217695 Amazon.Com inc - 830 sh 29457 182094 Apple Inc - 700 sh 819 175294 AT & T Inc 5% Pfd Ser A - 4000 sh 101193 84160 Booking Holdings Inc - 46 sh 59911 228547 Brookfield Infrastructure Ptrd LP - 2000 units 33360 34240 Brookfield Renewable Corp - 1500 sh 56226 41490 Charles Schwab 5.95% PFD - 4000 sh 99120 100400 Chewy Inc - 2500 sh 64500 83725 Deere & Co - 375 sh 32813 158888 Digital Real 5.85% Pfd Ser K - 3000 sh 78910 70290 Docusign Inc - 500 sh 60992 44970 Duke Energy 5.75% Pfd - 1000 sh 23183 24380 Ecolab Inc - 250 sh 45511 58580 Edwards LifeScience - 600 sh 29544 44418 Globus Medical Inc - 400 sh 20402 33084 Intuitive Surgical Inc - 175 sh 27462 91343 Iqvia Holdings Inc - 650 sh 42290 127732 Jacobs Solutions Inc - 775 sh 53264 103556 JPMorgan Chase 5.75% Pfd Ser D - 2000 sh 50945 50340 Meta Platforms Inc. - 350 sh 27008 204928 Metlife Inc 5.625% Pfd Ser E - 1000 sh 23309 23540 Nike Inc Class B - 750 sh 39018 56753 Palo Alto Networks - 550 sh 12790 100078 Paypal Holdings Incorporated - 1000 sh 60575 85350 Penumbra Inc. - 200 sh 38107 47496 Pepsico Inc - 600 sh 45931 91236 Quanta Svcs Inc - 535 sh 17953 169087 Regeneron Pharmaceuticals Inc - 145 sh 57083 103288 Resmed Inc - 425 sh 21190 97193 Snowflake Inc - 600 sh 87471 92646 Sphere Entertainment - 2400 sh 83513 96768 Starbucks Corp - 875 sh 48617 79844 The Hartford Fin 6% Pfd Ser G - 2000 sh 49529 49940 Uber Technologies Inc - 2625 sh 81554 158340 United Parcel Service - 400 sh 30260 50440 Veeva Systems Inc - 350 sh 34068 73588 Visa Inc - 650 sh 8405 205426 Walt Disney Co - 1000 sh 99469 111350 Xylem, Inc. - 400 sh 48991 46408 Zebra Technologies Cl A - 220 sh 40084 84968 0 0 107505 109060 Alexandria Real Estate E REIT - 350 sh AT COST 39442 34143 American Tower Corp - -450 Sh AT COST 44534 82535 Gunn Godfrey & Allison 5650 2825 2825 K1 Income - Guaranteed Pmt 2501 2501 2501 Investment Mgmt Fees 27711 27711 0 Federal Excise Taxes 9784 0 0 Foreign Taxes 533 533 0