| Name of Stock | End of Year Book Value | End of Year Fair Market Value |
|---|---|---|
| ALPHABET | 28,204 | 37,860 |
| AMAZON | 1,835 | 131,634 |
| APPLE | 3,623 | 150,252 |
| BROADCOM | 18,992 | 34,776 |
| CHARTER COMMUNICATIONS 40 SHARES | ||
| CHEVRON CORP 300 SHS AND CALL | 10,200 | 43,452 |
| CISCO SYSTEMS | 21,573 | 76,960 |
| HONEYWELL | ||
| JOHNSON & JOHNSON | 20,420 | 50,617 |
| JP MORGAN CHASE & CO | 14,789 | 119,855 |
| L3HARRIS | 15,893 | 15,771 |
| LOWES COMPANIES INC SHARES | 6,504 | 74,040 |
| META | 19,062 | 23,420 |
| NVIDIA | 29,609 | 53,716 |
| PHILLIPS 66 COM 286 SHARES | 2,537 | 32,584 |
| PROCTOR & GAMBLE 487 SHARES | 12,735 | 58,678 |
| QUALCOM 300 SHARES | 23,214 | 46,086 |
| SERVICENOW INC | 19,304 | 26,503 |
| TAIWAN SEMICONDUCTORS | 19,317 | 29,624 |
| UNITED RENTALS | 21,559 | 140,888 |
| VISA INC 150 SHS | 33,934 | 47,406 |
| XYLEM | 18,693 | 17,403 |
| Description | Amount |
|---|---|
| FMV OVER COST OF 2024 DONATIONS OF TRADED SECURITI | 237,868 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| ASSET ADVISORY FEES | 7,091 | 7,091 | ||
| LICENCES AND FEES | 98 |
| Name | Address |
|---|---|
| BARRY AND IRENE STARK |
10692 HAWKS VISTA STREET PLANTATION,FL33324 |