2015-05-06T07:58:40-05:00 2014-12-31 061175330 Allison & Godfrey 134 East Avenue Norwalk CT 06851 990PF 2014-01-01 061596433 The Irwin and Dorothy Nessel Foundation Inc NESS 2032277470 134 East Avenue Norwalk CT 06851 David Godfrey Secretary 2032277470 2015-05-03 1 David L Godfrey P00232920 2032277470 X 2014 2016-02-25 16:41:14Z X 5006762 X X 13 13 113061 113061 382349 1406062 382349 495423 495423 0 0 0 5700 2850 2850 250 125 125 27675 25918 1757 4750 566 0 38375 29459 4732 231000 231000 269375 29459 235732 226048 465964 18285 380 380 151201 153753 153753 1891396 1991053 3665251 765614 962429 951828 244215 191232 235550 2088 0 0 3072799 3298847 5006762 0 0 X 0 0 0 0 3072799 3298847 3072799 3298847 3072799 3298847 3072799 226048 0 3298847 0 3298847 Allergan Inc - 400 sh 2013-05-21 2014-05-02 67807 39359 28448 28448 Facebook Inc A - 100 sh 2013-07-02 2014-02-19 6858 2454 4404 4404 Facebook Inc A - 700 sh 2013-07-02 2014-02-24 49306 17177 32129 32129 Now Inc - 100 sh 2014-01-10 2014-06-06 3314 3076 238 238 ABB Ltd - 1000 sh 2011-09-19 2014-04-04 25830 18138 7692 7692 Dresser Rand Group Inc - 300 sh 2013-03-07 2014-05-08 18378 16913 1465 1465 Dresser Rand Group Inc - 200 sh 2013-03-07 2014-07-07 14149 11275 2874 2874 Google Inc CL A - 20 sh 2011-03-23 2014-01-29 22239 11480 10759 10759 Google Inc CL A - 40 sh 2014-05-16 21021 11409 9612 9612 Greenhill & Co Inc - 800 sh 2014-04-16 39452 51346 -11894 -11894 Kinder Morgan Mgmt LLC - .103 sh 2011-09-02 2014-02-25 8 3 5 5 Kinder Morgan Mgmt LLC - .049 sh 2011-09-02 2014-05-29 4 1 3 3 Kinder Morgan Mgmt LLC - 400 sh 2011-09-02 2014-07-01 31565 19984 11581 11581 Kinder Morgan Mgmt LLC - .63 sh 2012-05-15 2014-08-27 63 31 32 32 Now Inc - 150 sh 2013-02-05 2014-06-06 4971 4087 884 884 Resmed Inc - 400 sh 2011-04-29 2014-01-24 17437 12806 4631 4631 Ball Corp 7.375% 09/01/2019 - 75M 2013-03-18 2014-01-10 81009 83468 -2459 -2459 Lear Corp 7.875% 03/15/18 - 100M 2013-06-06 2014-03-20 103938 106875 -2937 -2937 Olin Corp 8.875% 08/15/2019 - 50M 2013-11-25 2014-08-15 52219 54985 -2766 -2766 ABB Ltd - 2000 sh 2008-02-19 2014-04-04 51661 46404 5257 5257 Colonial Realty Ltd 6.25% 6/15/14 2010-01-13 2014-06-15 24480 24481 -1 -1 Exxon Mobil Corp - 1000 sh 2014-07-25 103480 39364 64116 64116 Google Inc CL A - 100 sh 2009-01-22 2014-05-16 52553 15185 37368 37368 Intuitive Surgical - 20 sh 2009-02-26 2014-04-02 10262 1963 8299 8299 Intuitive Surgical - 80 sh 2009-02-26 2014-04-23 31179 7853 23326 23326 Treehouse Foods Inc 7.75% 03/01/18 - 75M 2011-05-26 2014-03-11 75956 81338 -5382 -5382 United Parcel Service - 100 sh 2006-02-26 2014-05-12 10124 7565 2559 2559 United Technologies Corp - 600 sh 2014-05-08 70615 19199 51416 51416 F5 Networks Inc - 150 sh 2012-06-29 2014-08-26 18581 14492 4089 4089 Apple Inc - 310 sh 2009-07-02 2014-08-29 31318 1451 29867 29867 Arcos Dorados Holdings Inc 2011-11-25 2014-08-29 7115 20259 -13144 -13144 Arcos Dorados Holdings Inc - 500 sh 2012-02-13 2014-08-29 3558 10489 -6931 -6931 Arcos Dorados Holdings Inc - 1000 sh 2012-07-19 2014-08-29 7115 15838 -8723 -8723 Cenovus Energy Inc - 500 sh 2009-07-02 2014-09-05 15576 10205 5371 5371 Henderson Land Dev Co - 6600 sh 2008-01-25 2014-09-05 46370 41058 5312 5312 Henderson Land Dev Co - 2200 sh 2008-02-26 2014-09-05 15457 15221 236 236 Henderson Land Dev Co - 2200 sh 2008-06-24 2014-09-05 15457 13231 2226 2226 Henderson Land Dev Co - 4400 sh 2011-05-31 2014-09-05 30913 26341 4572 4572 Henderson Land Dev Co - 1540 sh 2011-05-31 2014-09-05 10820 8381 2439 2439 Dresser Rand Group Inc - 500 sh 2012-06-11 2014-09-10 82039 43211 38828 38828 Cenovus Energy Inc - 200 sh 2009-07-02 2014-10-23 4967 4082 885 885 Cenovus Energy Inc - 800 sh 2011-05-18 2014-10-23 19868 27215 -7347 -7347 Cenovus Energy Inc - 1000 sh 2011-09-22 2014-10-23 24836 33047 -8211 -8211 Kinder Morgan Mgmt LLC - 400 sh 2006-03-28 2014-11-20 40711 9156 31555 31555 Pepsico Inc - 400 sh 2005-08-30 2014-12-18 37963 21817 16146 16146 Capital Gains Dividends P 3520 3520 3520 382349 0 200695 4390831 0.045708 182196 4164454 0.043750 174571 4057572 0.043024 152176 3807599 0.039966 115621 2896178 0.039922 0.212370 0.042474 4805775 204120 4660 208780 235732 X 4660 0 4660 0 4660 3160 3160 1500 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 Dorothy M Nessel 2321 Meadow Ridge Redding CT 06896 President 0.50 0 0 0 David L Nessel 129 Field Point Road Fairfield CT 06430 Vice President 0.50 0 0 0 Judy Nessel 129 Field Point 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 NONE 0 NONE 0 0 4673725 205234 0 4878959 0 0 4878959 73184 4805775 240289 240289 4660 4660 235629 0 235629 0 235629 235732 0 235732 4660 231072 235629 168491 0 0 235732 168491 0 0 67241 0 0 0 0 0 0 0 0 168388 0 0 0 Dorothy M Nessel X A Hand for a Paw Inc 114 Lakeside Drive Bridgeport CT 06606 None PC General 2000 A WISH (World Institute for a Sustainable Humanity) PO Box 812 Lopez Island WA 98261 NONE PC Rneetswe Happy Home Orphan Center, Botswana 3000 American Cancer Society 250 Williams Street NW Atlanta GA 30303 None PC Relay For Life: Amy's Army 5000 Aspetuck Land Trust 18 Cold Spring Road Easton CT 06612 None PC General 2500 Bridgeport Hospital Foundation 267 Grant St Bridgeport CT 06610 NonE PC General 20000 Bridgeport Ladies Charitable Society 427 Center Rd Easton CT 06612 NONE PC General 2000 Bridgeport Rescue Mission PO Box 9057 Bridgeport CT 066019057 None PC General 5000 Center for Family Justice 753 Fairfield Ave Bridgeport CT 06604 NONE PC General 35000 Connecticut Challenge 250 Pequot Avenue Southport CT 06890 NONE PC General 20000 Friends of Ambler Farm PO Box 7442 Wilton CT 06897 None PC General 5000 Grace Cottage Foundation 74 Grafton Road Townshend VT 05353 NONE PC General 40000 Horizons at GFA 35 Beachside Avenue PO Box Greens Farm CT 06838 None PC General 18000 Kids4Peace 505 Alexander Ave Durham NC 27705 None PC General 2000 Meadow Ridge Scholarship Fund at Fairfield County Comm Fdn 383 Main Avenue Norwalk CT 068511543 None PC General 6000 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 20000 Our Soil 124 Church Road Sherburne NY 13460 None PC General 5000 PEO Foundation 3700 Grand Avenue Des Moines IA 50312 None PC CT Scholarship Fund 2500 Roger Ludlowe Middle School PTA 689 Unquowa Road Fairfield CT 06824 NONE PC Outdoor Adventure Club Scholarships 3000 231000 0 14 13 14 113061 18 382349 0 495423 0 495423 0 0 0 0 0 0 0 0 0 0 Peoples Bank - Tax Fee 250 125 125 100M Alliant Techsystems Inc 6.875% 09/15/2020 108401 106375 55M Ballcorp 6.75% 9/15/2020 57888 57338 75M Clean Harbors Inc 5.25% 08/01/20 74915 75375 75M Constellation Brands 4.25% 05/01/23 74292 74531 75M Energy Transfer Eq 5.875% 01/15/24 75459 76125 100M Hanesbrands Inc 6.375% 12/15/2020 109800 106250 50M Mastec Inc 4.875% 3/15/23 49045 46625 50M Olin Corp 5.50% 08/15/2022 52283 50625 100M Service Corp Intl 8% 11/15/2021 116197 115750 100M Tenneco Inc 6.875% 12/15/15 108963 105750 50M Time Warner 8.75% 02/14/2009 59381 61896 75M Treehouse Foods Inc 4.875% 03/15/22 75805 75188 2000 Altria Corp 23723 98540 245 Amazon.com 72272 76036 3400 Apple Inc 15911 375292 1000 Caterpillar Inc 43998 91530 1000 Celgene Corp 33451 134232 2000 Cognizant Technology Solutions 34506 210640 800 Deere & Co 70000 70776 600 Diageo PLC ADR 34862 68454 1700 Dunkin Brands Group Inc 76155 72505 3500 E M C Corp 62554 104090 800 EBay Inc 42973 44896 1800 Evercore Partners Inc 63997 94266 1000 Expeditors Intl Wash Inc 47331 44610 600 F5 Networks, Inc 57967 78279 3850 General Electric 36160 97290 280 Google Inc Cl C 99086 147392 4000 Hospitality Ppptys Tr - Pfd Stock 97261 104520 1000 Icon PLC 42471 50990 1500 Jacobs Engineering Group 64166 67035 1000 Johnson & Johnson 55370 104570 4555 Kinder Morgan Inc 46036 192722 700 Michael Kors Holdings 52565 52570 1000 Monsanto Co New 78054 119470 1000 National Oilwell Varco Inc 65342 65530 1000 Pepsico Inc 59602 94560 1500 Philip Morris Intl Inc 32808 97740 3000 Quanta Services Inc 108224 113560 800 Quintiles Transnational 37598 47096 2600 Resmed Inc 58665 145756 3000 RPX Corporation 44623 41340 1000 Schlumberger Ltd 28399 85410 75 The Priceline Group 90713 85516 900 United Parcel Service 66245 100053 450 Visa Inc Cl A 23275 117990 1000 VmWare Inc 82672 82520 2500 Whitewave Foods Inc 42018 87475 1000 American Tower Corp AT COST 71373 98850 2000 Plum Creek Timber Co Inc AT COST 68610 85580 75M Preferred Plus 7.55% PFD 4/01/28 AT COST 51249 51120 Gunn Godfrey & Allison 5700 2850 2850 Prepaid Bond Interest 2088 0 0 Custodial Fees 3514 1757 1757 Investment Mgmt Fees 24161 24161 0 Federal Excise Taxes 4184 0 0 Foreign Taxes 566 566 0