2025-06-10T12:31:52-04:00 2023-12-31 061472029 FALCETTA WACHTEL & KNOCHENHAUER LLC 34 JEROME AVE STE 310 BLOOMFIELD CT 060022463 990PF 2023-01-01 060961378 BLOOMFIELD ATHLETIC TRUST BAT BLOO 8602421051 2 CYRUS LANE BLOOMFIELD CT 06002 BARABRA A MARSELE TRUSTEE 8604637609 2025-06-06 true false STUART B WACHTEL CPA P00057030 8602869040 2025-06-06 X 2023 2025-03-06 01:10:19Z X 423256 X X 49 49 7166 7166 5496 7525 5496 12711 12711 800 800 2 2 435 435 1237 1237 0 5000 5000 6237 1237 5000 6474 11474 4888 4293 4293 220423 227413 418963 225311 231706 423256 0 X 225311 231706 225311 231706 225311 231706 225311 6474 7 231792 86 231706 CVS HEALTH CORPORATION-13 SHS P 2022-01-01 2023-09-18 922 786 136 136 PFIZER INC-21 SHS P 2020-07-06 2023-03-30 848 690 158 158 RTX CORPORATION-8 SHS P 2019-03-25 2023-07-25 683 553 130 130 INVESCO CONVERTIBLE SEC FD-A P 2022-01-01 2023-04-28 5000 5000 5000 5496 159 159 159 159 false false false false false false false false true CT true false false false false true N/A PETER R MARSELE 8602421051 2 CYRUS LANE BLOOMFIELD CT 06002 false false false false false false false false false 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 395672 4478 0 400150 400150 6002 394148 19707 19707 159 159 19548 19548 19548 5000 5000 19548 5000 5000 14548 X BLOOMFIELD HIGH SCHOOL 5 HUCKLEBERRY LANE BLOOMFIELD CT 06002 PROVIDE SCHOLARSHIPS FOR ATHLETES 5000 5000 49 7166 5496 12711 12711 false false false false false false false false false false TAX PREPARATION 800 800 20 CANADIAN PAC KANS CITY LTD 807 1581 3 ADOBE INC 785 1790 4 BERKSHIRE HATHAWAY INC CL B 708 1427 13 CVS HEALTH CORPORATION 9 CONOCOPHILLIPS 905 1045 6 ECOLAB INC 1059 1190 157 GABELLI EQUITY TRUST INC 728 798 4 HOME DEPOT INC 467 1386 7 JPMORGAN CHASE & CO 477 1191 2 LOCKHEED MARTIN CORP 589 906 6 MICROSOFT CORP 591 2256 21 PFIZER INC 5 PARKER HANNIFIN CORP 758 2303 8 RAYTHEON TECHNOLOGIES CORP 7 UNION PACIFIC CORP 527 1719 10 VALERO ENERGY CORP 6 VISA INC CL A 454 1562 10 WALMART INC 984 1576 45 KEYCORP 849 648 8 REGIONS FINANCIAL CORP 166 155 10 VALERO ENERGY CORP 742 1300 6 XYLEM INC 685 686 4 WESCO INTERNATIONAL INC 571 696 94 EATON VANCE FLOATING RATE INC TR 1368 1180 140 NUVEEN FLOATING RATE INC FD 1521 1151 69 NUVEEN S&P 500 BUY WRITE INC FD 729 885 14,457.451 INVESCO CONV SEC FD-CL A 201489 324714 9,103.28 MS LONG DUR GOVT OPP FD-A 9454 66818 INCOME TAXABLE IN 2023 REC'D IN 2024 15 MISC DECREASE 71 EXPENSES RBC ADVISORY FEES 435 435 INCOME TAXABLE IN 2022 REC'D IN 2023 7 RBC FOREIGN TAXES 2 2