2026-08-10T11:48:55-05:00 2025-12-31 061091638 THE PROFESSIONAL ASSOCIATES PC 17 HOYT STREET STAMFORD CT 06905 990PF 2025-01-01 226042706 CARL FORSTMANN MEMORIAL FOUNDATION CARL 2036292368 30 OLD MILL ROAD GREENWICH CT 06831 CHRISTINA GIAMMALVA PRESIDENT 2036292368 2026-08-10 1 CLEMENTE PASCARELLA P00440712 2033259771 2025 2025-03-06 01:10:19Z X 1142360 X X 18 18 21089 21089 74449 184257 74449 95556 95556 0 0 0 2200 0 0 11029 11029 0 1462 0 0 4764 0 0 19455 11029 0 124000 124000 143455 11029 124000 -47899 84527 9962 8883 8883 43419 26746 26746 31919 23861 23861 751196 854255 854255 224410 228615 228615 1060906 1142360 1142360 2200 2200 2200 2200 X 1058706 1140160 1058706 1140160 1060906 1142360 1058706 -47899 129353 1140160 0 1140160 6000 SH US TREASURY 4.875 11/30/25 2025-03-06 2025-11-30 6000 6036 -36 -36 75 SH BROADCOM INC 2022-09-21 2025-11-19 26236 3703 22533 22533 75 SH ALPHABET CL - C 2018-03-15 2025-11-19 22062 4297 17765 17765 120 SH MARVELL TECHNOLOGY 2020-11-12 2025-09-09 8014 4997 3017 3017 30 SH APPLE INC 2011-03-16 2025-08-14 6969 364 6605 6605 2000 SH CHARTER COMMUNICATIONS OPER 4.908% 2023-07-06 2025-07-23 2000 1961 39 39 75 SH NOVO - NORDISK A/S- SPONS ADR 2024-11-27 2025-07-23 5249 7931 -2682 -2682 20 SH ONTO INNOVATION 2024-08-07 2025-07-23 1954 3375 -1421 -1421 130 SH MARVELL TECHNOLOGY 2020-11-12 2025-05-20 7872 5413 2459 2459 35 SH VISA CL - A 2020-04-07 2025-04-17 11663 5978 5685 5685 25 SH VISA CL - A 2021-02-01 2025-04-17 8331 4965 3366 3366 75 SH MARRIOTT VACATIONS WORLD 2020-04-07 2025-03-31 4826 4892 -66 -66 100 SH SPDR PORT SHRT TRM TRSRY 2022-11-14 2025-03-26 2916 2896 20 20 9000 SH US TREASURY 4.625% 02/28/25 2024-03-21 2025-02-28 9000 8965 35 35 90 SH STARBUCKS 2020-06-05 2025-02-26 10157 7405 2752 2752 35 SH STARBUCKS 2020-06-11 2025-02-26 3950 2545 1405 1405 23000 SH US TREASURY NOTE AK - 1.50% 2/15/2025 2024-05-13 2025-02-15 23000 22367 633 633 10000 SH CLOUDFLARE SR NT CONV 0.00% 8/15/2026 2023-05-10 2025-02-11 11266 8558 2708 2708 25 SH ALPHABET CL - C 2018-03-15 2025-01-14 4748 1432 3316 3316 35 SH BROADCOM INC 2022-09-21 2025-01-07 8039 1728 6311 6311 CAPITAL GAINS DIVIDENDS P 5 5 5 74449 1175 0 1175 0 1175 0 0 0 0 0 60 1235 0 0 0 0 0 0 0 0 0 0 0 1 CT 1 0 0 0 0 1 N/A CHRISTINA GIAMMALVA 2036292368 30 OLD MILL ROAD GREENWICH CT 06831 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CHRISTINA GIAMMALVA 30 OLD MILL ROAD GREENWICH CT 06831 PRESIDENT 2.00 0 0 0 CECILY LYLE 432 WRIGHTS NECK ROAD CENTERVILLE MD 21617 SECRETARY 2.00 0 0 0 VICTORIA ARNOLD 3800 N LAKE SHORE DR 4A CHICAGO IL 60613 TRUSTEE 1.00 0 0 0 MIA MORAN 8 VALLEY ROAD ARLINGTON MA 02476 TRUSTEE 1.00 0 0 0 SARAH LYLE 505 HIGH STREET CHESTERTOWN MD 21620 TRUSTEE 1.00 0 0 0 STEPHEN LYLE 6 VARVICK STREET NEW YORK NY 10013 TRUSTEE 1.00 0 0 0 ELISSA MORAN 536 LAKE AVENUE GREENWICH CT 06830 TRUSTEE 1.00 0 0 0 STEVE WILSON 200 CONQUEST FARM LANE CENTERVILLE MD 21617 ADVISOR 1.00 0 0 0 TONY FORSTMANN 200 GREENICH AVENUE GREENWICH CT 06830 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 1057127 44505 0 1101632 0 0 1101632 16524 1085108 54255 54255 1175 1175 53080 0 53080 0 53080 124000 0 124000 53080 0 0 28727 27799 40221 35832 132579 124000 0 0 0 53080 70920 0 0 203499 0 0 0 0 0 0 28727 174772 27799 40221 35832 70920 X ADVENTURE RECOVERY 24 AMY ROAD FALLS VILLAGE CT 06031 PC CHARITABLE CONTRIBUTION 1000 ALEXANDER TWILIGHT ACADEMY 195 WEST NEWTON STREET UNIT 2 BOSTON MA 02116 PC CHARITABLE CONTRIBUTION 10000 CHESAPEAKE CHARITIES 101 LOG CANOE CIRCLE STEVENSVILLE MD 21666 PC CHARITABLE CONTRIBUTION 10000 CHESTERTOWN RIVER ARTS 315 HIGH STREET STE 106 CHESTERTOWN MD 21620 PC CHARITABLE CONTRIBUTION 6000 DIGS WITH DIGNITY 1634 W 37TH PLACE CHICAGO IL 60609 PC CHARITABLE CONTRIBUTION 4000 FUTURE 5 135 ATLANTIC STREET STAMFORD CT 06901 PC CHARITABLE CONTRIBUTION 2000 LAKOTA WALDORF SCHOOL PO BOX 279 KYLE SD 57752 PC CHARITABLE CONTRIBUTION 5000 MONASTARY OF CHRIST IN THE DESERT PO BOX 270 ABIQUIU NM 87510 PC CHARITABLE CONTRIBUTION 2000 PACIFIC HOUSE INC 137 HENRY STREET SUITE 205 STAMFORD CT 06902 PC CHARITABLE CONTRIBUTION 2000 PARKS & TRAILS NEW YORK 1 STEUBEN PLACE ALBANY NY 10207 PC CHARITABLE CONTRIBUTION 4000 PATHWAYS INC 175 MILBANK AVENUE GREENWICH CT 06830 PC CHARITABLE CONTRIBUTION 2000 PEPPERDINE UNIVERSITY 24255 PACIFIC COAST HIGHWAY MALIBU CA 90263 PC CHARITABLE CONTRIBUTION 1000 REBUILDING TOGETHER KENT COUNTY 903 WASHINGTON AVE SUITE 2 CHESTERTOWN MD 21620 PC CHARITABLE CONTRIBUTION 3000 ST IGNATIUS COLLEGE PREP 1075 W ROOSEVELT ROAD CHICAGO IL 60608 PC CHARITABLE CONTRIBUTION 2000 ST MICHAELS CHURCH 469 NORTH STREET GREENWICH CT 06830 PC CHARITABLE CONTRIBUTION 1000 STANDEARTH 1329 NORTH STATE STREET BELLINGHAM WA 98225 PC CHARITABLE CONTRIBUTION 6000 TEXAS CHRISTIAN UNIVERSITY PO BOX 297044 FORT WORTH TX 76129 PC CHARITABLE CONTRIBUTION 1000 THE CHILDRENS SCHOLARSHIP FUND 8 WEST 38TH STREET STE 901 NEW YORK NY 10018 PC CHARITABLE CONTRIBUTION 1000 TRANSPORTATION ALTERNATIVES 111 JOHN STREET SUITE 260 NEW YORK NY 10038 PC CHARITABLE CONTRIBUTION 4000 VICTORIA'S VOICE 5601 WINDHOVEN DRIVE ORLANDO FL 32819 PC CHARITABLE CONTRIBUTION 1000 WALDORF SCHOOL OF LEXINGTON 739 MASSACHUSETTS AVENUE LEXINGTON MA 02420 PC CHARITABLE CONTRIBUTION 8000 WASHINGTON COLLEGE 300 WASHINGTON AVE CHESTERTOWN MD 21620 PC CHARITABLE CONTRIBUTION 3000 WILLIAMS COLLEGE 75 PARK STREET WILLIAMSTOWN MA 01267 PC CHARITABLE CONTRIBUTION 1000 WOODWELL CLIMATE RESEARCH CENTER 149 WOODS HOLE ROAD FALMOUTH MA 02540 PC CHARITABLE CONTRIBUTION 5000 ARLINGTON EATS 117 BROADWAY SUITE A ARLINGTON MA 02474 PC CHARITABLE CONTRIBUTION 2000 ARTS FOR LEARNING CT 1 EVERGREEN AVE HAMDEN CT 06518 PC CHARITABLE CONTRIBUTION 1000 BRIDGEPORT RESCUE MISSION PO BOX 9057 BRIDGEPORT CT 06601 PC CHARITABLE CONTRIBUTION 3500 ESPERANZA ACADEMY 198 GARDEN STREET LAWRENCE MD 01840 PC CHARITABLE CONTRIBUTION 2000 FOOD BANK OF LOWER FAIRFIELD COUNTY 461 GLENBROOK ROAD STAMFORD CT 06906 PC CHARITABLE CONTRIBUTION 3500 FOOD LINK 108 SUMMER STREET ARLINGTON MA 02474 PC CHARITABLE CONTRIBUTION 1000 HORIZONS 400 S CROSS STREET CHESTERTOWN MD 21620 PC CHARITABLE CONTRIBUTION 2000 INDIANA UNIVERSITY FOUNDATION PO BOX 6460 INDIANAPOLIS IN 46206 PC CHARITABLE CONTRIBUTION 3000 KENT ASSOCIATION OF RIDING THERAPY 11570 STILL POND ROAD WORTON MD 21678 PC CHARITABLE CONTRIBUTION 2000 MARY'S MEALS 13 MUNICIPAL PLAZA BLOOMFIELD NJ 07003 PC CHARITABLE CONTRIBUTION 3000 MINARY'S DREAM ALLIANCE 9155 AMERICAN LEGION DRIVE CHESTERTOWN MD 21620 PC CHARITABLE CONTRIBUTION 2000 ROOM TO GROW 208 EAST AVENUE NORWALK CT 06855 PC CHARITABLE CONTRIBUTION 3000 SISTERS OF LIFE 38 MONTEBELLO ROAD SUFFERN NY 10901 PC CHARITABLE CONTRIBUTION 3000 STONE BARNS CENTER 630 BEDFORD ROAD POCANTICO HILLS NY 10591 PC CHARITABLE CONTRIBUTION 5000 TALAWANDA OXFORD PANTRY PO BOX 391 OXFORD OH 45056 PC CHARITABLE CONTRIBUTION 3000 124000 0 14 18 14 21089 18 74449 0 95556 0 95556 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 2200 0 0 AMERICAN TOWER CORP 16765 16765 AZ PUBLIC SERVICE CO 6948 6948 BALL CORP COMPANY 7467 7467 BRIDGEBIO PHARMA 14688 14688 BRIXMOR OPERATING PRTSHP LP 8690 8690 COMCAST CORP NEW NOTE 9072 9072 CROWDSTRIKE HLDGS INC 7741 7741 DOUBLINE TOTAL RETURN 2889 2889 HUNTINGTON INGALLS INDS 7622 7622 NCL CORP LTD 8042 8042 PEBBLEBROOK HOTEL 9660 9660 RTX CORP 9039 9039 RYMAN HOSPITALITY PROP CO 9067 9067 SBA COMMUNICATIONS CORP 20093 20093 TWILIO INC 14672 14672 UNITED RENTALS 12270 12270 UNITY SOFTWARE INC 7678 7678 VISA INC 9947 9947 VMWARE INC 9907 9907 WESTERN DIGITAL 9682 9682 WILLIAMS COS INC SR 7334 7334 ISHARES BARCLAYS 20+ YR TREASURY BOND 2179 2179 ISHARES IBOXX INVESTMENT GRADE CORP BOND ETF 3306 3306 ISHARES SHORT-TERM CORP BOND ETF 2644 2644 JP MORGAN CORE PLUS BOND SELECT 4765 4765 SPDR PROTFOLIO SHORT TERM CORP BD ETF 3020 3020 VANGUARD SHORT-TERM BOND INDEX ETF 1576 1576 VANGUARD TOTAL BOND MKT INDEX FUND ETF 1852 1852 ADOBE INC 12250 12250 AIRBUS SE 17376 17376 ALNYLAM PHARMACEUTICALS 27836 27836 ALPHABET INC 43932 43932 AMERICAN TOWER CORP 5318 5318 APPLE INC 42138 42138 ARROWHEAD PHARMACEUTICALS INC 29875 29875 BERKSHIRE HATHAWAY 10053 10053 BRIXMOR PPTY GROUP INC 18354 18354 BROADCAM INC 86525 86525 CARRIER GLOBAL CORP 10568 10568 CHENIERE ENERGY 9720 9720 EATON CORP PLC 9555 9555 ELI LILLY AND CO. 16120 16120 EXXON MOBIL CORP 12034 12034 GOLDMAN SACHS GROUP INC 52740 52740 INTERCONTINENTAL EXCHANGE INC 16196 16196 JP MORGAN CHASE & CO 48333 48333 KINDER MORGAN INC 13745 13745 LAM RESEARCH CORP 25716 25716 MERCK & CO INC 15917 15917 META PLATFORMS INC 33005 33005 MICROSOFT CORP 24181 24181 MID AMERICA APT CMNTYS 17363 17363 MONGODB INC 10492 10492 NIKE INC 12824 12824 NVIDIA CORP 36368 36368 PINNACLE WEST CAP CORP 11088 11088 REGENERON PHARMACEUTICALS 11578 11578 RTX CORP 55020 55020 STARBUCKS CORP 6316 6316 UNITED HEALTH GROUP INC 8253 8253 VERTEX PHARMACEUTICALS 9067 9067 WALMART INC 33423 33423 WELLS FARGO & CO 18640 18640 WILLIAMS COMPANIES DEL 15027 15027 ZSCALLER INC 6748 6748 SPDR SHORT TERM TREASURY 20561 20561 23861 23861 0 0 ADMINSITRATIVE FEES 4764 0 0 UNREALIZED GAIN 129353 CUSTODIAL AND ADVISORY FEES 11029 11029 0 TAXES 1462 0 0