2025-03-13T15:56:55-05:00 2024-12-31 331197384 ANDERSEN TAX LLC 1700 EAST PUTNAM AVENUE SUITE 408 OLD GREENWICH CT 06870 990PF 2024-01-01 061275019 SHARON A & BRIAN T BRUYETTE FDTN INC SHAR 2039873660 CO K BRUYETTE 5111 BRANDYWINE WAY STUART FL 34997 MICHELLE MELANDER DIRECTOR 2039873660 2025-03-13 1 1 MICHAEL VAN DE LOO P01458923 2039873660 2024 2025-03-06 01:10:19Z X 1656123 X 0 X 7788 7788 57344 57344 81157 177532 81157 280 280 146569 146289 0 0 0 2449 291 0 17157 17157 0 19606 17448 0 130500 130500 150106 17448 130500 -3537 128841 16397 96687 96687 67134 6939 590 508732 570642 948671 159469 102453 89663 528967 497817 520512 1280699 1274538 1656123 0 0 X 0 0 0 0 1280699 1274538 1280699 1274538 1280699 1274538 1280699 -3537 0 1277162 2624 1274538 215 SHARES OF MICROSOCT CORP P 2010-11-12 2024-02-12 90184 5665 84519 84519 12000 SHS OF JPM BOND REDEMPTION P 2017-06-22 2024-04-30 12000 13165 -1165 -1165 40000 SHS OF WELLS FARGO BOND REDEMPTION P 2017-05-31 2024-06-15 40000 43654 -3654 -3654 1653 SHS OF FIDELITY EMERGING MARKETS P 2019-05-29 2024-07-17 21685 20000 1685 1685 817 SHS OF FIDELITY EMERGING MARKETS P 2019-06-06 2024-07-17 10719 10000 719 719 132 SHS BRK TDR P 2021-09-14 2024-08-28 1072 2244 -1172 -1172 1872 SHS BLCKRCK TDR P 2021-04-01 2024-08-26 1872 1647 225 225 81157 1791 0 1791 0 1791 0 0 0 0 0 0 1791 0 0 0 0 0 0 0 0 0 0 1 1 CT 1 0 1 0 0 1 N/A KATHLEEN BRUYETTE 2039873660 5111 BRANDYWINE WAY STUART FL 34997 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 KATHLEEN B BRUYETTE 5111 BRANDYWINE WAY STUART FL 34997 SEC/DIRECTOR 0.00 0 0 0 MICHELLE M MELANDER 1814 NW BUTTONBUSH CIR PALM CITY FL 34990 DIRECTOR 0.00 0 0 0 BARRY J O'LAUGHLIN 19 FERNDALE ROAD WESTON MA 02493 DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 0 1601950 111986 0 1713936 0 0 1713936 25709 1688227 84411 84411 1791 1791 82620 0 82620 0 82620 130500 0 130500 82620 0 0 5617 3495 9112 130500 0 0 0 82620 47880 0 0 56992 0 0 0 0 0 0 0 56992 5617 3495 47880 X BRIANS FUND COUNTRY CLUB BANK 11181 OVERBROOK ROAD LEAWOOD KS 66211 NONE EXEMPT UNDER SEC 501 GENERAL PURPOSE 5000 CATHOLIC CHARITIES 841 ASYLUM AVENUE HARTFORD CT 06105 NONE EXEMPT UNDER SEC 501 GENERAL PURPOSE 2000 CHARLESTON ANIMAL SOCIETY 2455 REMOUNT ROAD NORTH CHARLESTON SC 29406 NONE EXEMPT UNDER SEC 501 GENERAL PURPOSE 1000 FRIENDS OF THAI DAUGHTERS PO BOX 370 TREVETT ME 04571 NONE EXEMPT UNDER SEC 501 GENERAL PURPOSE 5000 FULL PLATES FULL POTENTIAL 14 MAINE STREET BRUNSWICK ME 04011 NONE EXEMPT UNDER SEC 501 GENERAL PURPOSE 4500 HARTFORD HABITAT 780 WINDSOR ST HARTFORD CT 06106 NONE EXEMPT UNDER SEC 501 GENERAL PURPOSE 2000 HOPE RURAL SCHOOL 15929 SW 150TH STREET INDIANTOWN FL 34956 NONE EXEMPT UNDER SEC 501 GENERAL PURPOSE 5000 JOSLIN DIABETES CENTER ONE JOSLIN PLACE SUITE 745 BOSTON MA 02215 NONE EXEMPT UNDER SEC 501 GENERAL PURPOSE 10000 MARINER SANDS CHARITY WEEK 6500 SE MARINER SANDS DR STUART FL 34997 NONE EXEMPT UNDER SEC 501 GENERAL PURPOSE 5000 NATIONAL MS SOCIETY 733 3RD AVE 3RD FL NEW YORK NY 10017 NONE EXEMPT UNDER SEC 501 GENERAL PURPOSE 5000 OPERATION FUEL 1 REGENCY DRIVE 200 BLOOMFIELD CT 06002 NONE EXEMPT UNDER SEC 501 GENERAL PURPOSE 3000 OUIMET 300 ARNOLD PALMER BLVD NORTON MA 02766 NONE EXEMPT UNDER SEC 501 EXEMPT UNDER SEC 501(C)(3) 2500 OUR NEIGHBOR'S TABLE 194 MAIN ST AMESBURY MA 01913 NONE EXEMPT UNDER SEC 501 GENERAL PURPOSE 4500 PAN MASS CHALLENGE 77 FOURTH AVENUE NEEDHAM MA 02494 NONE EXEMPT UNDER SEC 501 GENERAL PURPOSE 6000 THE CLEVELAND CLINIC FOUNDATION 6801 BRECKSVILLE RD RK1-85 INDEPENDENCE OH 44131 NONE EXEMPT UNDER SEC 501 GENERAL PURPOSE 10000 THE COUNCIL ON AGING OF MARTIN COUNTY INC 900 SE SALERNO ROAD STUART FL 34997 NONE EXEMPT UNDER SEC 501 GENERAL PURPOSE 5000 UNIVERSITY OF SAINT JOSEPH 1678 ASYLUM AVENUE WEST HARTFORD CT 061172764 NONE EXEMPT UNDER SEC 501 GENERAL PURPOSE 50000 VISITING DENTAL HYGIENE INC 4 KEITH WAY APT 3 HINGHAM MA 02043 NONE EXEMPT UNDER SEC 501 GENERAL PURPOSE 2500 WASHBURN CHALLENGE PO BOX 6804 HAGERSTOWN MD 217416804 NONE EXEMPT UNDER SEC 501 GENERAL PURPOSE 2500 130500 0 14 7788 14 57344 18 81157 14 280 0 146569 0 146569 0 0 0 0 0 0 0 0 0 0 LISTED BONDS 102453 89663 LISTED SECURITIES 570642 948671 0 0 6939 590 OTHER INVESTMENTS AT COST 497817 520512 BOOK ADJUSTMENT 2624 MORGAN STANLEY #6569 - ADVISORY FEES 17157 17157 0 KATHLEEN BRUYETTE 5111 BRANDYWINE WAY STUART FL 34997 MORGAN STANLEY #6569 - FOREIGN TAXES PAID 291 291 0 PRIOR YEAR TAX DUE 2158 0 0