2025-11-12T12:40:29-05:00 2024-12-31 061472029 FALCETTA WACHTEL & KNOCHENHAUER LLC 34 JEROME AVE STE 310 BLOOMFIELD CT 060022463 990PF 2024-01-01 060961378 BLOOMFIELD ATHLETIC TRUST BAT BLOO 8602421051 2 CYRUS LANE BLOOMFIELD CT 06002 BARABRA A MARSELE TRUSTEE 8604637609 2025-11-10 true true STUART B WACHTEL CPA P00057030 8602869040 2025-11-10 X 2024 2025-03-06 01:10:19Z X 442907 X X 43 43 14907 14907 3638 12701 16 18588 14966 5175 5175 2 2 459 459 5636 5636 0 5000 5000 10636 5636 5000 7952 9330 4293 3056 3056 227413 236608 439851 231706 239664 442907 0 X 231706 239664 231706 239664 231706 239664 231706 7952 16 239674 10 239664 16 130 130 130 130 false false false false false false false false true CT true false false false false true N/A BARBAR A MARSELE 8602421051 2 CYRUS LANE BLOOMFIELD CT 06002 false false false false false false false true 2023 true false false false false false false false false false false false false BARABRA A MARSELE 645 EAST WAKEFIELD BLVD WINSTED CT 06098 TRUSTEE 000.00 0 0 0 PETER G MARSELE 9 CRESTWOOD ROAD SIMSBURY CT 06070 TRUSTEE 000.00 0 0 0 JOANN SOLDATE 1D YANKEE GLEN ROAD MADISON CT 06443 TRUSTEE 000.00 0 0 0 ANN LEAVITT 275 STEELE ROAD APT B303 WEST HARTFORD CT 06107 TRUSTEE 000.00 0 0 0 TRACY LEAVITT VARLEY 30 GABB ROAD BLOOMFIELD CT 06002 TRUSTEE 000.00 0 0 0 JESSE BRANCHE 103 BRECHLIN DRIVE MIDDLETOWN CT 06457 TRUSTEE 000.00 0 0 0 DAWN S MCDERMOTT 5 QUAIL RUN LANE BLOOMFIELD CT 06002 TRUSTEE 000.00 0 0 0 NONE NONE N/A 425366 5060 0 430426 430426 6456 423970 21199 21199 130 130 21069 21069 21069 5000 3881 8881 21069 14548 8881 8881 5667 21069 X BLOOMFIELD HIGH SCHOOL 5 HUCKLEBERRY LANE BLOOMFIELD CT 06002 PROVIDE SCHOLARSHIPS FOR ATHLETES 5000 5000 43 14907 3638 18588 18588 false false false false false false false false false false TAX PREPARATION 5175 5175 RBC 90954 NET ST SALES-SCH ATTACHED 2024-02 PURCHASE 2024-10 1432 1559 -127 RBC 90954 NET LT SALES-SCH ATTACHED 2015-06 PURCHASE 2024-08 11253 7504 3749 19 CANADIAN PAC KANS CITY LTD 766 1375 2 TRANE TECHNOLOGIES PLC 792 739 2 ADOBE INC 523 889 2 BERKSHIRE HATHAWAY INC CL B 354 907 9 CONOCOPHILLIPS 1056 893 5 ECOLAB INC 883 1172 157 GABELLI EQUITY TRUST INC 3 HOME DEPOT INC 355 1167 6 JPMORGAN CHASE & CO 414 1438 1 LOCKHEED MARTIN CORP 295 486 4 MICROSOFT CORP 394 1686 4 NVIDIA CORP 515 537 2 PARKER HANNIFIN CORP 328 1272 6 UNION PACIFIC CORP 452 1368 5 VISA INC CL A 378 1580 28 WALMART INC 918 2530 45 KEYCORP 8 REGIONS FINANCIAL CORP 1 BECTON DICKINSON & CO 237 227 9 VALERO ENERGY CORP 667 1103 5 XYLEM INC 571 580 4 WESCO INTERNATIONAL INC 94 EATON VANCE FLOATING RATE INC TR 1368 1206 140 NUVEEN FLOATING RATE INC FD 69 NUVEEN S&P 500 BUY WRITE INC FD 14,927.738 INVESCO CONV SEC FD-CL A 212724 356325 9,566.069 MS LONG DUR GOVT OPP FD-A 12618 62371 INCOME TAXABLE IN 2024 REC'D IN 2025 10 EXPENSES RBC ADVISORY FEES 459 459 INCOME TAXABLE IN 2023 REC'D IN 2024 15 MISCELLANEOUS INCREASE 1 RBC FOREIGN TAXES 2 2