2025-10-31T08:07:56-05:00 2025-06-30 472517893 BEERS HAMERMAN COHEN & BURGER PC ONE POST ROAD FAIRFIELD CT 068246241 990PF 2024-07-01 208084294 GENE & ROS GANS FAMILY FOUNDATION GENE 6787774204 514 HARVEST COMMONS WESTPORT CT 068803950 ROSLYN GANS TRUSTEE 6787774204 2025-10-30 1 1 SHARI ELIAS CPA P01263862 2033332228 2025-10-30 2024 2025-03-06 01:10:19Z X 273965 X 0 X 4996 4996 8593 252221 8593 13589 13589 0 0 0 3371 0 0 288 0 0 1861 0 0 5520 0 0 10171 10171 15691 0 10171 -2102 13589 2 2 11105 28283 28283 158017 138735 245680 169122 167020 273965 0 0 X 100000 100000 -100 -100 69222 67120 169122 167020 169122 167020 169122 -2102 0 167020 0 167020 FEDERAL FARM CREDIT BANK 2024-02-08 2024-07-26 25000 24991 9 9 NVIDIA 2024-03-28 2024-07-18 5978 4523 1455 1455 APPLE INC 2018-03-06 2024-08-05 3061 663 2398 2398 ELI LILLY & CO 2020-06-25 2024-08-02 4016 817 3199 3199 MICROSOFT CORP 2019-10-28 2024-08-02 4077 1441 2636 2636 NVIDIA 2021-09-08 2024-08-05 3000 665 2335 2335 APPLE INC 2024-01-19 2024-08-05 3061 2875 186 186 NVIDIA 2024-01-19 2024-08-02 5330 2953 2377 2377 ATHENE HOLDING LTD 2020-03-09 2024-09-25 253 260 -7 -7 ATHENE HOLDING LTD 2020-03-10 2024-09-25 735 758 -23 -23 ATHENE HOLDING LTD 2020-03-11 2024-09-25 3318 3439 -121 -121 FEDERAL FARM CREDIT BANK 2024-02-12 2024-09-06 20000 19980 20 20 FEDERAL HOME LOAN BANK 2024-09-09 2024-09-24 25129 25076 53 53 FEDERAL HOME LOAN BANK 2024-04-29 2024-09-24 10173 10012 161 161 FEDERAL HOME LOAN BANK 2024-09-09 2024-10-16 10073 10030 43 43 FEDERAL HOME LOAN BANK 2024-04-29 2024-10-22 15000 15018 -18 -18 HCA HEALTHCARE INC 2024-08-13 2024-10-29 3601 3686 -85 -85 HCA HEALTHCARE INC 2024-09-26 2024-10-29 5402 6050 -648 -648 UNIVERSAL HEALTH SVCS 2024-08-13 2024-10-03 2138 2208 -70 -70 UNIVERSAL HEALTH SVCS 2024-09-26 2024-10-03 4275 4784 -509 -509 ZILLOW GROUP 2024-09-26 2024-10-07 4555 4943 -388 -388 CLEAR SECURE 2024-08-29 2024-11-18 2560 3003 -443 -443 CLEAR SECURE 2024-10-02 2024-11-18 5125 6097 -972 -972 CLEAR SECURE 2024-10-16 2024-11-18 2562 3737 -1175 -1175 TENET HEALTHCARE 2024-08-13 2024-11-26 2891 3055 -164 -164 TENET HEALTHCARE 2024-09-26 2024-11-26 4337 4933 -596 -596 NOVO NORDISK 2024-03-28 2024-12-27 4413 6433 -2020 -2020 NOVO NORDISK 2024-10-16 2024-12-27 1765 2359 -594 -594 NOVO NORDISK 2024-01-19 2025-02-03 2483 3222 -739 -739 NVIDIA 2025-01-22 2025-02-03 3552 4412 -860 -860 TEXAS ROADHOUSE 2024-10-02 2025-02-18 5252 5342 -90 -90 TEXAS ROADHOUSE 2024-10-16 2025-01-31 1811 1826 -15 -15 TEXAS ROADHOUSE 2024-10-16 2025-02-18 1751 1826 -75 -75 TEXAS ROADHOUSE 2024-10-29 2025-01-31 5433 5796 -363 -363 TEXAS ROADHOUSE 2024-11-26 2025-01-31 3622 4093 -471 -471 NVIDIA 2021-09-08 2025-03-03 2265 443 1822 1822 ALPHABET INC 2025-01-22 2025-03-05 3460 3960 -500 -500 DUOLINGO INC 2025-02-18 2025-03-03 1520 2189 -669 -669 DUTCH BROS 2025-02-18 2025-03-10 1752 2549 -797 -797 DRAFTKINGS 2025-02-18 2025-03-03 2090 2574 -484 -484 SNOWFLAKE INC 2025-02-18 2025-03-10 2985 3844 -859 -859 TOAST INC 2025-02-18 2025-03-03 1839 2099 -260 -260 COSTCO 2024-01-19 2025-05-29 1010 694 316 316 UNITEDHEALTH GROUP 2017-12-21 2025-05-29 2087 1553 534 534 UNITEDHEALTH GROUP 2018-03-06 2025-05-29 1491 1131 360 360 SPOTIFY 2024-10-16 2025-05-29 5742 3346 2396 2396 CITIGROUP 2024-04-03 2025-06-11 15555 15357 198 198 DUOLINGO INC 2025-05-29 2025-06-24 2098 2583 -485 -485 APPLE BASIS ADJ 2595 2595 2595 8593 189 0 189 0 189 0 0 0 0 0 0 189 0 0 0 0 0 0 0 0 0 0 1 1 CT 1 0 0 0 0 1 N/A BEERS HAMERMAN COHEN BURGERPC 2033332228 1 POST ROAD FAIRFIELD CT 06824 0 0 0 0 0 0 0 0 1 2023 2022 1 0 0 0 0 0 0 0 0 0 0 0 0 ROSLYN P GANS 514 HARVEST COMMONS WESTPORT CT 068803950 TRUSTEE,FOUNDATION MANAGER 2.00 0 0 0 NONE 0 NONE 0 0 238206 30275 0 268481 0 0 268481 4027 264454 13223 13223 189 189 13034 0 13034 0 13034 10171 0 10171 13034 12775 2022 459 0 10171 10171 0 0 0 0 0 0 0 459 0 459 2604 13034 0 0 0 2007-02-27 ROSLYN P GANS X ACLU PO BOX 77208 ATLANTA GA 30335 PUBLIC CHARITY GENERAL SUPPORT 250 AMERICAN INSTITUTE CANCER RESEARCH 1560 WILSON BLVD SUITE 1000 ARLINGTON VA 22209 PUBLIC CHARITY GENERAL SUPPORT 750 ASPCA - CT 424 E 92ND STREET NEW YORK NY 10128 PUBLIC CHARITY GENERAL SUPPORT 750 BASEBALL HALL OF FAME 25 MAIN ST COOPERSTOWN NY 13326 PUBLIC CHARITY GENERAL SUPPORT 167 CATHOLIC CHARITIES OF FINGER LAKES 94 EXCHANGE ST GENEVA NY 14456 PUBLIC CHARITY GENERAL SUPPORT 100 CONGREGATION RODEPH SHOLOM 2385 PARK AVE BRIDGEPORT CT 06604 PUBLIC CHARITY GENERAL SUPPORT 350 CONNECTICUT FOODSHARES 2 RESARCH PARKWAY WALLINGFORD CT 06492 PUBLIC CHARITY GENERAL SUPPORT 280 CORNELL UNIVERSITY 130 E SENECA STREET SUITE 400 ITHACA NY 14850 PUBLIC CHARITY GENERAL SUPPORT 763 DOCTORS WITHOUT BORDERS 40 RECTOR STREET 16TH FLOOR NEW YORK NY 10006 PUBLIC CHARITY GENERAL SUPPORT 500 ENGLISH SPRINGER RESCUE AMERICA 1025 ROSE CREEK DRIVE STE 620-305 WOODSTOCK GA 30189 PUBLIC CHARITY GENERAL SUPPORT 29 FEEDING AMERICA PO BOX 96749 WASHINGTON DC 20090 PUBLIC CHARITY GENERAL SUPPORT 500 HIGH MUSEUM OF ART 1280 PEACHTREE STREET ATLANTA GA 30309 PUBLIC CHARITY GENERAL SUPPORT 125 MMA - MET 1000 5TH AVE NY NY 10028 PUBLIC CHARITY GENERAL SUPPORT 210 NORTHEAST HUMANE GA SOCIETY 845 W RIDGE RD GAINESVILLE GA 30501 PUBLIC CHARITY GENERAL SUPPORT 218 NY PUBLIC RADIO 160 VARICK STREET NEW YORK NY 10101 PUBLIC CHARITY GENERAL SUPPORT 100 NY ROAD RUNNERS 320 W 57TH ST NY NY 10019 PUBLIC CHARITY GENERAL SUPPORT 150 PLANNED PARENTHOOD 123 WILLIAMS STREET 10TH FLOOR NEW YORK NY 10038 PUBLIC CHARITY GENERAL SUPPORT 3000 SMITHSONEAN PO BOX 534776 ATLANTA GA 30353 PUBLIC CHARITY GENERAL SUPPORT 75 SUSAN B KOMEN FOUNDATION 5005 LYNDON B JOHNSON FREEWAY STE 250 DALLAS TX 75244 PUBLIC CHARITY GENERAL SUPPORT 120 WABE 3250 BISMARK ROAD NE ATLANTA GA 30305 PUBLIC CHARITY GENERAL SUPPORT 424 WEST HILL CEMETARY 111 WOLF LANE ITHACA NY 14850 PUBLIC CHARITY GENERAL SUPPORT 200 WESTPORT VOLUNTEER FIREFIGHTERS 515 OST ROAD EAST WESTPORT CT 06880 PUBLIC CHARITY GENERAL SUPPORT 500 WSHU 5151 PARK AVENUE FAIRFIELD CT 06825 PUBLIC CHARITY GENERAL SUPPORT 370 WSKG 601 GATES ROAD VESTAL NY 13850 PUBLIC CHARITY GENERAL SUPPORT 240 10171 0 14 4996 8593 0 4996 8593 13589 8 SALE OF STOCK 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 3371 0 0 SECURITIES 138735 245680 INVESTMENT ACCOUNT FEES 1861 0 0 990-PF 288 0 0