| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| TAX RETURN PREPARATION | 2,500 | 0 | 0 |
| Name of Stock | End of Year Book Value | End of Year Fair Market Value |
|---|---|---|
| 20,000 SHS - OPTION HEALTHCARE INC | 391,078 | 637,200 |
| 10,000 SHS - OPTION HEALTHCARE INC | 256,698 | 318,600 |
| 7,000 SHS - GE AEROSPACE | 412,659 | 2,156,210 |
| 1,600 SHS - GE VERNOVA LLC | 98,594 | 1,045,712 |
| 11,082 SHS - NVIDIA | 1,468,254 | 2,066,793 |
| Description | Revenue and Expenses per Books | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| BANK CHARGES | 150 | 150 | 0 |
| Name | Address |
|---|---|
| LAWRENCE A BOSSIDY |
452 WEST MOUNTAIN ROAD RIDGEFIELD,CT06877 |
| ESTATE OF LAWRENCE BOSSIDY |
34 WILD TURKEY COURT RIDGEFIELD,CT06877 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| PRIOR YEAR EXCISE TAX | 8,442 | 0 | 0 | |
| FEDERAL TAX - 2025 ESTIMATED TAX | 10,400 | 0 | 0 |