2025-11-17T12:01:39-06:00 2024-12-31 346565596 ERNST & YOUNG US LLP 155 N WACKER DR CHICAGO IL 60606 990PF 2024-01-01 066100554 MAURICE GOODMAN FOUNDATION INC TR GOOD 8028726852 PO BOX 1504 BUFFALO NY 14240 BEVERLY M KREIGER DIRECTOR 8028726852 2025-11-10 true true SANDRA MURPHY P01252209 3128792000 2025-11-10 2024 2025-03-06 01:10:19Z X 2717315 X 84437 84109 264438 368834 264438 0 348875 348547 0 0 0 0 0 0 900 0 0 900 22241 22241 0 0 1034 110 0 0 0 0 0 0 0 76 26 50 24251 22377 0 950 153500 153500 177751 22377 0 154450 171124 326170 0 71765 66878 66878 116403 162692 162692 0 0 0 98188 239327 240292 555238 543918 2167186 100001 100001 80267 0 941595 1112816 2717315 0 X 941595 1112816 941595 1112816 941595 1112816 941595 171124 1553 1114272 1456 1112816 160. APPLE COMPUTER INC COM 2012-11-08 2024-02-06 30140 3065 27075 27075 170. APPLE COMPUTER INC COM 2012-11-08 2024-12-20 42803 3256 39547 39547 1000. CONSOLIDATED EDISON INC COM 2003-07-16 2024-02-06 89957 40198 49759 49759 735. EXXON MOBIL CORP COM 1973-02-05 2024-02-06 75133 1628 73505 73505 130. J P MORGAN CHASE & CO COM 1994-08-11 2024-12-20 30888 2211 28677 28677 175. MCDONALD'S CORP COM 1996-07-25 2024-02-06 49549 4038 45511 45511 50000. U.S. TREASURY NOTES 2.250% 11/15/24 2023-11-20 2024-11-15 50000 48559 1441 1441 CAPITAL GAIN DIVIDENDS P 364 CAPITAL GAIN DIVIDENDS P 364 CAPITAL GAIN DIVIDENDS P 364 CAPITAL GAIN DIVIDENDS P 364 CAPITAL GAIN DIVIDENDS P 364 CAPITAL GAIN DIVIDENDS P 364 CAPITAL GAIN DIVIDENDS P 364 264438 4534 0 4534 0 4534 880 0 3654 4534 0 0 0 false false false false false false false true true CT true false false false false true M & T BANK ATTN SLOAN SAVERINE 8028726852 PO BOX 1504 BUFFALO NY 14240 false false false false true false false false false false false false false false false false false false false false false false BEVERLY M KREIGER 65 EAST AVENUE NORWALK DE 06851 DIRECTOR 0 0 NONE 0 NONE 0 2475871 269576 0 2745447 0 0 2745447 41182 2704265 135213 135213 4534 4534 130679 0 130679 0 130679 154450 0 0 0 0 154450 130679 0 0 1337 12244 9733 13888 18706 55908 154450 0 0 0 130679 23771 0 0 79679 0 0 0 0 0 0 1337 78342 12244 9733 13888 18706 23771 X FOOD BANK OF LOWER FAIRFIELD COUNTY 461 GLENBROOK RD STAMFORD CT 06906 NONE PC CHARITABLE 8500 SENIOR NUTRITION PROGRAM CATHOLIC CHARITIES OF FAIRFIELD CNTY 30 MYANO LANE SUITE 32 STAMFORD CT 069023019 NONE PC CHARITABLE 1000 FRIENDS OF THE WILTON LIBRARY C/O WILTON LIBRARY ASSOCIATION INC 137 OLD RIDGEFIELD ROAD WILTON CT 068973000 NONE PC CHARITABLE 4000 SILVERMINE GUILD OF ARTISTS INC 1037 SILVERMINE ROAD NEW CANAAN CT 06840 NONE PC CHARITABLE 500 CONGREGATION BETH EL C/O JONATHAN COHEN TREASURER 109 EAST AVENUE NORWALK CT 06851 NONE PC CHARITABLE 10000 STAR INC LIGHTING THE WAY 182 WOLFPIT AVENUE NORWALK CT 06851 NONE PC CHARITABLE 500 LOCKWOOD-MATHEWS MANSION MUSEUM OF NORWALK INC 295 WEST AVENUE NORWALK CT 06850 NONE PC CHARITABLE 7500 THE NORWALK SYMPHONY SOCIETY INC 25 VAN ZANT STREET SUITE 14-3 NORWALK CT 06855 NONE PC CHARITABLE 7000 THE CARVER FOUNDATION OF NORWALK INC 7 ACADEMY STREET NORWALK CT 06850 NONE PC CHARITABLE 2500 NORWALK READS C/O NORWALK PUBLIC LIBRARY FDN 1 BELDEN AVENUE NORWALK CT 06850 NONE PC CHARITABLE 1000 CONNECTICUT LEGAL SERVICES INC 62 WASHINGTON STREET MIDDLETOWN CT 06457 NONE PC CHARITABLE 2500 NORWALK HOUSING FOUNDATION 24 1/2 MONROE STREET NORWALK CT 06854 NONE PC CHARITABLE 5000 ELDERHOUSE INC 7 LEWIS STREET NORWALK CT 06851 NONE PC CHARITABLE 1500 NORWALK SEAPORT ASSOCIATION INC 213 LIBERTY SQUARE NORWALK CT 06855 NONE PC CHARITABLE 500 DOMESTIC VIOLENCE CRISIS CENTER INC 1111 SUMMER STREET SUITE 203 STAMFORD CT 06901 NONE PC GENERAL SUPPORT 2000 THE MARITIME AQUARIUM AT NORWALK INC 10 NORTH WATER STREET SOUTH NORWALK CT 06854 NONE PC CHARITABLE 6500 MARCHING BEARS INC 304 MAIN AVENUE PMB 211 NORWALK CT 06851 NONE SOUNK CHARITABLE 500 SOUNDWATERS INC 1281 COVE ROAD STAMFORD CT 06902 NONE PC CHARITABLE 1000 CRYSTAL THEATRE INC 12 JUNE AVE NORWALK CT 06850 NONE PC CHARITABLE 500 PERSON TO PERSON INC 1864 POST ROAD DARIEN CT 06820 NONE PC CHARITABLE 6000 AMERICARES FREE CLINICS INC 88 HAMILTON AVENUE STAMFORD CT 06902 NONE PC CHARITABLE 4500 NORWALK GRASSROOTS TENNIS AND EDUCATION INC 11 INGALLS AVENUE NORWALK CT 06854 NONE PC CHARITABLE 1000 NORWALK COMMUNITY COLLEGE FOUNDATION 188 RICHARDS AVENUE ROOM E311 NORWALK CT 068541655 NONE PC CHARITABLE 10000 ROTON MIDDLE SCHOOL PTA 201 HIGHLAND AVENUE NORWALK CT 06853 NONE PC CHARITABLE 4000 THE COMMUNITY NURSERY SCHOOL OF WILTON 9 HUBBARD ROAD WILTON CT 06897 NONE PC CHARITABLE 1500 TEMPLE SHALOM (OF NORWALK) 259 RICHARDS AVENUE NORWALK CT 06854 NONE PC CHARITABLE 10000 ANTI-DEFAMATION LEAGUE 605 THIRD AVENUE NEW YORK NY 10158 NONE PC CHARITABLE 1500 JEWISH EDUCATION IN MEDIA INC DBA JBS JEWISH BROADCASTING SVCS 165 WEST 46TH STREET NEW YORK NY 10036 NONE PC CHARITABLE 2500 FRIENDS OF AMBLER FARM INC PO BOX 7442 WILTON CT 06897 NONNE PC CHARITABLE 3000 NORWALK HOSPITAL FOUNDATION INC 34 MAPLE STREET NORWALK CT 06856 NONE PC GENERAL SUPPORT 2500 THE OPEN DOOR SHELTER INC 4 MERRITT STREET NORWALK CT 06854 NONE PC CHARITABLE 10000 STEPPING STONES MUSEUM FOR CHILDREN 303 WEST AVENUE NORWALK CT 06854 NONE PC CHARITABLE 2000 THE NORWALK SENIOR CENTER INC 11 ALLEN ROAD NORWALK CT 06851 NONE PC CHARITABLE 1000 BETH ISRAEL SYNAGOGUE (NORWALK) 40 KING STREET NORWALK CT 06851 NONE PC CHARITABLE 1000 NORWALK LAND TRUST INC 28 BRYAN ROAD NORWALK CT 06853 NONE PC GENERAL SUPPORT 3000 NORWALK PUBLIC LIBRARY FOUNDATION 1 BELDEN AVENUE NORWALK CT 06850 NONE PC CHARITABLE 8500 UNTERMYER GARDENS CONSERVANCY INC 945 NORTH BROADWAY YONKERS NY 10701 NONE PC CHARITABLE 500 UNITED WAY OF COASTAL AND WESTERN CONNECTICUT INC 301 MAIN STREET UNIT 2-5 DANBURY CT 06810 NONE PC CHARITABLE 5000 THE NORWALK COMMUNITY BENEFIT FUND C/O OFFICE OF THE MAYOR 125 EAST AVENUE NORWALK CT 06851 NONE PC CHARITABLE 1000 FRIENDS OF THE NORWALK RIVER VALLEY TRAIL 112 DEER HILL AVENUE DANBURY CT 06810 NONE PC CHARITABLE 1500 THE AMERICAN NATIONAL RED CROSS ATTN TRUSTS AND ESTATES 431 18TH STREET NW WASHINGTON DC 20006 NONE PC CHARITABLE 2500 NORWALK TREE ALLIANCE INC 328 FLAX HILL RD NORWALK CT 06854 NONE PC CHARITABLE 1500 BRIEN MCMAHON HIGH SCHOOL BAND PARENTS INC 300 HIGHLAND AVENUE NORWALK CT 06854 NONE PC CHARITABLE 6000 GIRL SCOUTS OF CONNECTICUT INC 340 WASHINGTON STREET HARTFORD CT 06106 NONE PC CHARITABLE 1000 153500 14 84437 18 264438 348875 348875 false false false false false false false false false false TAX PREPARATION FEE (NON-ALLOC 900 900 DODGE & COX INCOME FUND JP MORGAN CORE BOND CL SLCT PIMCO INVESTMENT GRADE CORP BD PIMCO TOTAL RETURN CL I VANGUARD M/B SECUR INDX-SIG PIMCO HIGH YIELD CL I 256210105 DODGE AND COX INCOME 13250 11076 4812C0381 JP MORGAN CORE BOND 28563 23097 693390700 PIMCO TOTAL RETURN C 30688 23744 693390841 PIMCO HIGH YIELD CL 2500 2284 722005816 PIMCO INVESTMENT GRA 20000 15903 92206C755 VANGUARD M/B SECUR I 5000 4163 A&T INC VERIZON COMMUNICATIONS COM WARNER BROS DISCOVERY INC CL A MCDONALD'S CORPORATION GENERAL MILLS INC KIMBERLY CLARK CORP PROCTOR & GAMBLE CO EXXON MOBIL CORP JPMORGAN CHASE & CO WELLS FARGO & CO ABBVIE INC BRISTOL-MYERS SQUIBB JOHNSON & JOHNSON MERCK & CO PFIZER INC APPLE INC CISCO SYSTEMS INC INTEL CORP DOW INC DUPONT DE NEMOURS INC AVALONBAY COMMUNITIES INC CONSOLIDATED EDISON INC SOUTHERN CO BP PLC SPONSORED ADR MEDTRONIC PLC ISHARES MSCI EAFE ETF TEMPLETON INST FOREIGN EQUITY VANGUARD FTSE EMERGING MARKETS 00206R102 AT&T INC 4469 35954 00287Y109 ABBVIE INC 10189 53310 110122108 BRISTOL-MYERS SQUIBB 28032 90496 17275R102 CISCO SYSTEMS INC 44305 88800 209115104 CONSOLIDATED EDISON 260557103 DOW INC 2461 17136 26614N102 DUPONT DE NEMOURS IN 3562 32559 30231G102 EXXON MOBIL CORP 1694 82291 370334104 GENERAL MILLS INC 19200 31885 37833100 APPLE INC 458140100 INTEL CORP COM 5844 40100 46625H100 JPMORGAN CHASE & CO 19051 268475 478160104 JOHNSON & JOHNSON 23950 144620 494368103 KIMBERLY CLARK CORP 25480 91728 53484101 AVALONBAY COMMUNITIES 55622104 BP PLC SPONSORED ADR 580135101 MCDONALD'S CORPORATI 16587 210170 58933Y105 MERCK & CO INC 27892 49740 717081103 PFIZER INC 46846 39795 742718109 PROCTER & GAMBLE CO 25656 201180 842587107 SOUTHERN CO COM 25309 82320 922042858 VANGUARD FTSE EMERGI 24558 26424 92343V104 VERIZON COMMUNICATIO 38396 39990 934423104 WARNER BROS DISCOVER 1450 4027 949746101 WELLS FARGO & CO 16985 35120 G5960L103 MEDTRONIC PLC 24879 39940 166764100 CHEVRON CORP 38221 36210 053484101 AVALONBAY COMMUNITIE 22386 113285 037833100 APPLE INC 20496 267949 922908553 VANGUARD REAL ESTATE 4855 4899 055622104 BP PLC SPONSORED ADR 21165 38783 239327 240292 2024 TRANSACTION POSTED IN 2025 1456 ADR FEE 26 26 0 CT ANNUAL REPORT FILING FEE 50 0 50 2023 TRANSACTION POSTED IN 2024 1495 ROUNDING ADJUSTMENT 2 ADJUSTMENT FOR ACCRUED INTEREST 56 INVESTMNT MNGMNT FEES (NON-DED 22241 22241 FEDERAL TAXES PRIOR YEAR BALAN 44 0 0 FEDERAL ESTIMATES - PRINCIPAL 880 0 0 FOREIGN TAXES ON QUALIFIED FOR 41 41 0 FOREIGN TAXES ON NONQUALIFIED 69 69 0