2026-01-29T16:53:13-06:00 2025-11-30 222005150 Porzio Bromberg and Newman 100 Southgate Pkwy PO Box 1997 Morristown NJ 079621997 990PF 2024-12-01 311494115 Larson Family Foundation Inc LARS 9735384006 co Porzio 5 Sylvan Way 110 Parsippany NJ 07054 Philip J Siana Treasurer/Trustee 9735384006 2026-01-29 1 1 I Richard Ploss P01453622 9735384006 2024 2025-03-06 01:10:19Z X X 4164301 X X 103444 103444 2573 100517 2573 106017 106017 0 0 0 425 212 213 8750 4375 4375 815 0 0 37648 37696 0 47638 42283 4588 35000 35000 82638 42283 39588 23379 63734 2492 1484 1484 4571 24965 24965 2183244 2187236 4137852 2190307 2213685 4164301 0 0 X 2211562 2190307 0 0 -21255 23378 2190307 2213685 2190307 2213685 2190307 23379 0 2213686 1 2213685 119 shares American Tower REIT P 2024-12-09 24926 26483 -1557 -1557 4,419.89 shrs EV Short Duration Govt P 2020-04-29 2025-06-09 32000 35890 -3890 -3890 Cash in Lieu Solstice Advanced P 2025-10-30 11 2 9 9 3,108.808 shares Lord Abbett Ultra Short Bd P 2021-09-14 2025-09-09 12000 13026 -1026 -1026 249 shares United States Parcel Service P 2024-12-10 31580 22543 9037 9037 2573 886 0 886 0 886 1449 0 0 0 1449 0 563 563 0 0 0 0 0 0 0 0 0 0 0 1 1 IL 1 0 0 0 0 1 N/A Philip Siana Porzio 9735384006 5 Sylvan Way Suite 110 Parsippany NJ 07054 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Wayne Boote c/o Porzio 5 Sylvan Way Suite 110 Parsippany NJ 07054 Co-President/Trustee 0.00 0 0 0 Dana Larson Boote c/o Porzio 5 Sylvan Way Suite 110 Parsippany NJ 07054 Secretary/Trustee 0.00 0 0 0 Philip J Siana c/o Porzio 5 Sylvan Way Suite 110 Parsippany NJ 07054 Treasurer/Trustee 0.00 0 0 0 Ryan Artigues c/o Porzio 5 Sylvan Way Suite 110 Parsippany NJ 07054 Co-President/Trustee 0.00 0 0 0 NONE 0 NONE 0 0 3809100 15128 0 3824228 0 0 3824228 57363 3766865 188343 188343 886 886 187457 0 187457 0 187457 39588 0 39588 187457 0 0 441616 1106896 139365 1687877 39588 0 0 0 39588 0 147869 147869 1540008 0 0 0 0 0 0 293747 1246261 1106896 139365 X University of Utah PO box 58006 Salt LAke City UT 84158 None Public Charity General Support 35000 35000 0 14 103444 18 2573 0 106017 0 106017 0 0 0 0 0 0 0 0 0 0 Porzio Bromberg & Newman PC 8750 4375 4375 Porzio Bromberg & Newman PC 425 212 213 402 shrs Johnson & Johnson 14619 14619 83182 191 shrs Accenture PLC Ireland 29685 29685 47750 345 shrs Advanced Micro Devices 23410 23410 75048 139 shrs Air Products & Chemicals 38714 38714 36286 1207 shrs Alphabet Inc. 65108 65108 386385 517 shrs Amazon Com Inc 54129 54129 120575 119 shrs American Tower REIT 26483 0 0 5,088 shrs Ares Capital Corp 73939 73939 104915 334 shrs Apple Inc 44458 44458 93136 83 shrs Blackrock Inc 37846 37846 86926 186 shrs Caterpillar Inc 21173 21173 107091 455 shrs Chevron Corp 43589 43589 68764 604 shrs CHUBB Ltd 23949 23949 178893 233 shrs Cigna 35855 35855 64606 97 shrs Costco Wholesale Corp 37153 37153 88618 299 shrs Danaher Corporation 27074 27074 67807 53,806.192 shrs E V Short Duration Govt Inc 437539 424775 394399 178 shrs Home Depot Inc 37852 37852 63532 305 shrs Honeywell Intl Inc 10463 9855 58618 2,280 shrs Ishares Trust Shares 1-5 Year 123935 123935 121091 325 shrs JP Morgan Chase 46625 46625 101751 27,181.003 shrs Lord Abbett Ultra Short 117797 110526 105734 392 shrs Merck & Co 21743 21743 41093 458 shrs Microsoft Corp 11739 11739 225340 761 shrs Mondelez Intl Inc 15383 15383 43811 433 shrs Procter & Gamble 27260 27260 64153 14,600.344 shrs PGIM High Yield Bond Fund 74223 79150 71104 653 shrs Qualcomm Inc. 32993 32993 109763 739 shrs RTX (Raytheon Technologies Corp) 53404 53404 129258 155 shrs Stryker Corp 29397 29397 57533 840 shrs TE Connectivity LTD 57146 57146 189966 155 shrs Thermo Fisher Scientific 33560 33560 91579 249 shrs United Parcel Service 22543 0 0 334 shrs Valero Energy CP 18424 18424 59038 133 shrs Visa Inc 29406 29406 44481 2,290.83 shrs Invesco Premium US Govt Money Market 5936 2291 2291 298 shrs Emerson Electric Co 24570 24570 39747 2,315 shrs Invesco Variable Rate Preferred 54634 54634 56555 219 shrs Oracle 21461 21461 44227 155 shrs Pepsico Inc 26073 26073 23055 162 shrs Cisco Systems 9924 9924 12464 85 shrs Adobe Inc 26592 33237 27211 86 shs Meta Platform 36254 36254 55724 351 shs Nvidia Corporation 17447 17447 62127 50,000 units Citigroup Inc fxd 52809 52809 51249 50,000 units Enbridge Inc fxd 53261 53261 53424 6,289.537 shrs Pimco Mortgage Opp 55667 59127 59373 75 shrs Solstice Advanced Matls 0 606 3624 156 shrs Union Pacific Corp 0 36883 36166 329 shrs Nextera Energy Inc 0 24785 28389 Adjustment due to rounding 1 Morgan Stanley Fees 37515 37515 0 Bank of America service charges 128 128 0 ADR Custody Fees 5 53 0 U S Treasury 815 0 0