2023-05-15T09:41:45-05:00 2022-12-31 061175330 Allison & Godfrey 134 East Avenue Norwalk CT 06851 990PF 2022-01-01 061596433 Nessel Family Foundation Inc NESS 2032277470 134 East Avenue Norwalk CT 06851 David Godfrey Secretary 2032277470 2023-05-12 1 David Godfrey 999009999 0 David L Godfrey P00232920 2032277470 X 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 5664889 X X 1712 1712 147820 147820 135982 1551092 135982 285514 285514 0 0 0 6200 3100 3100 22027 22027 0 8597 480 0 36824 25607 3100 337500 337500 374324 25607 340600 -88810 259907 2478 4674 4674 370449 115103 115103 94756 34667 33874 2182666 2327524 3576724 1605847 1985305 1839177 344421 44534 95337 4600617 4511807 5664889 0 0 X 0 0 0 0 4600617 4511807 4600617 4511807 4600617 4511807 4600617 -88810 0 4511807 0 4511807 Schwab ST Cap GL 534443 549287 -14844 -14844 Schwab LT Cap GL 1015680 865823 149857 149857 Capital Gains Dividends P 969 969 969 135982 3613 0 3613 0 3613 6320 0 0 0 6320 0 2707 2707 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 2032270424 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 6038018 184814 0 6222832 0 0 6222832 93342 6129490 306475 306475 3613 3613 302862 0 302862 0 302862 340600 0 340600 302862 0 0 33439 61775 44137 139351 340600 0 0 0 302862 37738 0 0 177089 0 0 0 0 0 0 0 177089 33439 61775 44137 37738 X 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 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 15000 Center for Family Justice 753 Fairfield Ave Bridgeport CT 06604 None PC 1) Annual Appeal: Hope Starts Here 2) Empower House Project 45000 Connecticut Challenge & Mission Inc 250 Pequot Avenue Southport CT 06890 None PC General 15000 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 35000 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 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 40000 Norwalk Hospital Foundation 34 Maple Street Norwalk CT 06856 None PC General 35000 Nourish Bridgeport Inc 2200 North Avenue Bridgeport CT 06604 None PC Food Truck 15000 Operation Hope Inc 636 Old Post Road Fairfield CT 06824 None PC General 5000 Prospector Theater 25 Prospect Street Ridgefield CT 06877 None PC General 5000 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 5000 Save The Sound 900 Chapel St Suite 2202 New Haven CT 06510 None PC General 5000 The Fearless Angel Project 116 Mason Street Greenwich CT 06830 None PC Swim Angelfish 2000 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 6000 337500 0 14 1712 14 147820 18 135982 0 285514 0 285514 0 0 0 0 0 0 0 0 0 0 AMC Networks Inc 4.75% bonds due 08/01/25 51106 38250 AMC Networks Inc 5.00% bonds due 04/01/24 75802 70219 American Electric Power 2.031% Bond 03/15/24 48080 48194 Ashland Inc 6.50% bonds due 6/30/29 126515 118243 Ball Corp 4.0% due 11/15/23 50171 49125 Carpenter Technology 6.375% bonds due 7/15/28 134258 116850 Central Garden 5.125% bonds due 2/1/28 158603 140625 Delta Air Lines 2.90% bonds due 10/28/24 27986 28313 Delta Air Lines 7.375% bonds due 01/15/26 72303 71575 Energy Transfer Equity 5.875% bonds due 1/15/24 75459 75226 Ford Motor Co 4.00% due 6/20/27 15075 13421 Ford Motor Co 4.00% due 8/20/27 12108 10698 Ford Motor Co 4.05% due 6/20/27 25150 22415 Ford Motor Co 4.687% due 6/09/25 76694 71826 Hillenbrand Inc 5.75% bonds due 6/15/25 106991 100000 Ipalco Enterprise 3.70% bonds due 9/1/24 73085 72750 Olin Corp 5.125% bonds due 9/15/27 25995 23656 Perkinelmer Inc .85% bonds due 9/15/24 69443 69652 Scotts Miracle Gro 4.5% bonds due 10/15/29 51048 40500 Scotts Miracle 5.25% bonds due 12/15/26 53425 47250 Seagaste Technologies 4.875% bonds due 3/1/24 126747 122656 Service Corp Intl 7.5% 4/1/2027 65820 60033 Spectrum Brands 5.75% bonds due 7/15/25 100924 98750 Sprint Corp 7.125% bonds due 6/15/24 25619 25469 Sprint Corp 7.625% bonds due 2/15/25 25971 25781 Teleflex Inc 4.625% bonds due 11/15/27 105560 94750 Treehouse Foods Inc 4.00% bonds due 9/1/28 101237 85000 United Rentals 4.875% bonds due 1/15/28 20920 18950 United Rentals 5.50% bonds due 5/15/27 83210 79000 AT & T Inc 5% Pfd Ser A - 5000 sh 127062 91750 Charles Schwab 5.95% PFD - 3000 sh 75918 70770 Digital Real 5.85% Pfd Ser K - 3000 sh 78910 68430 Duke Energy 5.75% Pfd - 1000 sh 23183 23390 JPMorgan Chase 5.75% Pfd Ser D - 2000 sh 50945 46780 Wells Fargo 6.625% Pfd - 3000 sh 74959 74190 3D Systems Corp - 3000 sh 55121 22200 Air Products & Chemicals - 475 sh 76030 146424 Alphabet Inc Cl C - 2500 sh 64663 221825 Amazon.Com inc - 900 sh 39760 75600 Apple Inc - 1000 sh 1170 129930 Aptiv PLC - 850 sh 77448 79161 Atlantica Sustainable - 1500 sh 49515 38850 Booking Holdings Inc - 50 sh 64749 100764 Brookfield Renewable Corp - 1500 sh 56226 41310 Coinbase Global Inc - 175 sh 42143 6193 Deere & Co - 450 sh 39375 192942 Docusign Inc - 500 sh 60992 27710 Ecolab Inc - 250 sh 45511 36390 Edwards LifeScience - 600 sh 29545 44766 Meta Platforms Inc. - 400 sh 30749 48136 Globus Medical Inc - 600 sh 35229 44562 Illumina Inc - 125 sh 28069 25275 Intuitive Surgical Inc - 300 sh 52121 79605 Iqvia Holdings Inc - 700 sh 45543 143423 Jacobs Solutions Inc - 1000 sh 83361 120070 Madison Square Garden Entertainment - 1200 sh 104601 53964 Nike Inc Class B - 810 sh 42139 94778 Palo Alto Networks - 600 sh 27905 83724 Paypal Holdings Incorporated - 1200 sh 82606 85464 Pepsico Inc - 700 sh 57361 126462 Quanta Svcs Inc - 1200 sh 39008 171000 Regeneron Pharmaceuticals Inc - 210 sh 84861 151513 Resmed Inc - 425 sh 21190 88455 Splunk Inc - 650 sh 76158 55958 Starbucks Corp - 1100 sh 60874 109120 Uber Technologies Inc - 2800 sh 89121 69244 United Parcel Service - 800 sh 59048 139072 Veeva Systems Inc - 300 sh 25104 48414 Visa Inc - 750 sh 9698 155820 Walt Disney Co - 1000 sh 99469 86880 Zebra Technologies Cl A - 270 sh 40084 56410 0 0 34667 33874 American Tower Corp - -450 Sh AT COST 44534 95337 Gunn Godfrey & Allison 6200 3100 3100 Investment Mgmt Fees 22027 22027 0 Federal Excise Taxes 8117 0 0 Foreign Taxes 480 480 0