2025-12-22T15:01:29-06:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 293 EISENHOWER PARKWAY 2ND FLOOR LIVINGSTON NJ 07039 990PF 2024-01-01 266162396 LINDA SUE PFARRER NORTILLO CHARITABLE FOUNDATION LIND 9734670037 2265 SEASIDE ST VERO BEACH FL 32963 LINDA NORTILLO TRUSTEE 9734670037 2025-11-14 1 0 ALAN D SOBEL P01339002 9739949494 2025-11-14 2024 2025-03-06 01:10:19Z X 1474049 X X 988 988 49514 49514 17287 369962 17287 67789 67789 32000 0 32000 7960 7960 0 973 592 0 40933 8552 32000 87200 87200 128133 8552 119200 -60344 59237 38006 22144 22144 539067 493832 823081 666291 661276 628824 1243364 1177252 1474049 0 0 X 0 0 0 0 1243364 1177252 1243364 1177252 1243364 1177252 1243364 -60344 0 1183020 5768 1177252 SALE OF PUBLICLY TRADED SECURITIES 2024-01-01 2024-12-31 145933 137682 8251 8251 SALE OF PUBLICLY TRADED SECURITIES 2024-01-01 2024-12-31 221392 214993 6399 6399 CAPITAL GAINS DIVIDENDS P 2637 2637 2637 17287 823 0 823 0 823 0 0 1200 0 1200 38 339 339 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 N/A LINDA NORTILLO 9734670037 2265 SEASIDE ST VERO BEACH FL 32963 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LINDA SUE PFARRER NORTILLO 2265 SEASIDE STREET VERO BEACH FL 32963 TRUSTEE, CHAIRMAN 4.00 0 0 0 JULIE C NORTILLO 2265 SEASIDE STREET VERO BEACH FL 32963 TRUSTEE 8.00 16000 0 0 DANIELA NORTILLO 2265 SEASIDE STREET VERO BEACH FL 32963 TRUSTEE 8.00 16000 0 0 NONE 0 NONE 0 0 1455645 27402 0 1483047 0 0 1483047 22246 1460801 73040 73040 823 823 72217 0 72217 0 72217 119200 0 119200 72217 0 0 470 5487 19808 17179 42944 119200 0 0 0 72217 46983 0 0 89927 0 0 0 0 0 0 470 89457 5487 19808 17179 46983 X BRIDGES OUTREACH INC PO BOX 1444 SUMMIT NJ 07901 PC UNRESTRICTED SUPPORT OF ORGANIZATIONS CHARITABLE PURPOSE 500 GRACE GIVING 100 MORRIS AVENUE SUMMIT NJ 07901 PC UNRESTRICTED SUPPORT OF ORGANIZATIONS CHARITABLE PURPOSE 2000 GREATER NEWARK CONSERVANCY 32 PRINCE ST NEWARK NJ 07103 PC UNRESTRICTED SUPPORT OF ORGANIZATIONS CHARITABLE PURPOSE 2000 GREENWOOD GARDENS 274 OLD SHORT HILLS RD SHORT HILLS NJ 07078 PC UNRESTRICTED SUPPORT OF ORGANIZATIONS CHARITABLE PURPOSE 12500 GUILD HALL OF THE HAMPTONS 158 MAIN ST EAST HAMPTON NY 11937 PC UNRESTRICTED SUPPORT OF ORGANIZATIONS CHARITABLE PURPOSE 5400 HISTORIC COLONY HOUSE INC 2300 NORTH SCENIC HIGHWAY LAKE WHALES FL 33898 PC UNRESTRICTED SUPPORT OF ORGANIZATIONS CHARITABLE PURPOSE 2000 JUDICIAL WATCH 425 THIRD STREET SW SUITE 800 WASHINGTON DC 20024 PC UNRESTRICTED SUPPORT OF ORGANIZATIONS CHARITABLE PURPOSE 500 JUNIOR TENNIS CHAMPIONS CENTER 5200 CAMPUS DRIVE COLLEGE PARK MD 20740 PC UNRESTRICTED SUPPORT OF ORGANIZATIONS CHARITABLE PURPOSE 8000 MATHENY SCHOOL 65 HIGHLAND AVENUE PEAPACK NJ 079770000 PC UNRESTRICTED SUPPORT OF ORGANIZATIONS CHARITABLE PURPOSE 2000 METROPOLITAN OPERA 30 LINCOLN CENTER PLAZA NEW YORK NY 10023 PC UNRESTRICTED SUPPORT OF ORGANIZATIONS CHARITABLE PURPOSE 3800 OVERLOOK FOUNDATION 46-48 BEAUVOIR AVENUE SUMMIT NJ 07901 PC UNRESTRICTED SUPPORT OF ORGANIZATIONS CHARITABLE PURPOSE 5000 REEVES-REED ARBORETUM 165 HOBART AVE SUMMIT NJ 07901 PC UNRESTRICTED SUPPORT OF ORGANIZATIONS CHARITABLE PURPOSE 6500 THE GENERAL FEDERATION OF WOMEN'S CLUBS 1734 N STREET NW WASHINGTON DC 200362990 PC UNRESTRICTED SUPPORT OF ORGANIZATIONS CHARITABLE PURPOSE 1500 THE PINGRY SCHOOL 131 MARTINSVILLE RD BASKING RIDGE NJ 07920 PC UNRESTRICTED SUPPORT OF ORGANIZATIONS CHARITABLE PURPOSE 10000 ALPHA PHI FOUNDATION 1985 S JOSEPHINE ST DENVER CO 80210 PC UNRESTRICTED SUPPORT OF ORGANIZATIONS CHARITABLE PURPOSE 2500 CAMP HAPPY DAYS 933 DUPONT RD SUITE B CHARLESTON SC 29407 PC UNRESTRICTED SUPPORT OF ORGANIZATIONS CHARITABLE PURPOSE 5000 CHRIST CHILD SOCIETY OF SUMMIT PO BOX 125 SUMMIT NJ 079020125 PC UNRESTRICTED SUPPORT OF ORGANIZATIONS CHARITABLE PURPOSE 3000 CLEAR PATH FOR VETERANS 1223 SALT SPRINGS RD CHITTENANGO NY 13037 PC UNRESTRICTED SUPPORT OF ORGANIZATIONS CHARITABLE PURPOSE 2000 MONTCLAIR ART MUSEUM 3 S MOUNTAIN AVE MOUNTAIN NJ 07042 PC UNRESTRICTED SUPPORT OF ORGANIZATIONS CHARITABLE PURPOSE 5000 MSHV FIRST AID SQUAD PO BOX 226 MILLBURN NJ 070410226 PC UNRESTRICTED SUPPORT OF ORGANIZATIONS CHARITABLE PURPOSE 1000 PAT CONROY LITERARY CENTER 601 BLADEN ST BEAUFORT SC 29902 PC UNRESTRICTED SUPPORT OF ORGANIZATIONS CHARITABLE PURPOSE 1500 PLAY FOR PINK 28 WEST44TH STREET SUITE 609 NEW YORK NY 10036 PC UNRESTRICTED SUPPORT OF ORGANIZATIONS CHARITABLE PURPOSE 500 THE HERITAGE FOUNDATION 214 MASSACHUSETTS AVE NE WASHINGTON DC 200024999 PC UNRESTRICTED SUPPORT OF ORGANIZATIONS CHARITABLE PURPOSE 1000 LEADERSHIP INSTITUTE 1101 N HIGHLAND ST ARLINGTON COUNTY VA 222012807 PC UNRESTRICTED SUPPORT OF ORGANIZATIONS CHARITABLE PURPOSE 1500 UNIVERSITY OF SOUTH FLORIDA 4202 E FOWLER AVENUE TAMPA FL 33620 PC UNRESTRICTED SUPPORT OF ORGANIZATIONS CHARITABLE PURPOSE 1000 VNA & HOSPICE FOUNDATION 920 37TH PLACE 101 VERO BEACH FL 32960 PC UNRESTRICTED SUPPORT OF ORGANIZATIONS CHARITABLE PURPOSE 1500 87200 0 14 988 14 49514 18 17287 0 67789 0 67789 0 0 0 0 0 0 0 0 0 0 THE CRI ACT WAS AMENDED TO PERMIT CHARITABLE ORGANIZATIONS RECEIVING ANNUAL GROSS CONTRIBUTIONS OF $10,000 OR LESS TO CHOOSE WHETHER OR NOT THEY WISH TO MAINTAIN A REGISTRATION WITH THE N.J. CHARITIES REGISTRATION SECTION, BUT NO LONGER REQUIRES THEM TO DO SO. FIDELITY 500 INDEX FUND 215862 448650 SIX CIRCLES US UNCONSTR EQ 104211 176837 JPMORGAN BETABUILDERS CANADA 14836 21956 SIX CIRCLES INTL UNCON EQ 106578 118485 JPMORGAN BETABUILDERS JAPAN ETF 31157 36337 JPMORGAN BETABUILDERS DEVELO 21188 20816 PIMCO INCOME FUND-INS AT COST 16954 15155 VANGUARD TOT BD MKT IDX-ADM AT COST 37736 34454 VANGUARD MORTGAGE-BACKED SEC AT COST 47204 44751 SIX CIRCLES ULTR SHRT DUR AT COST 15275 15268 VANGUARD TOTAL INTL BOND ETF AT COST 58102 56604 VANGUARD TTL INTL BND-ADM AT COST 112818 101152 SIX CIRCLES GLOBAL BOND AT COST 246188 233957 SIX CIRCLES CREDIT OPPORT AT COST 57831 58783 VANGUARD TOTAL BOND MARKET AT COST 25646 24521 VANGUARD INT-TERM CORPORATE AT COST 28318 28897 ISHARES US TREASURY BOND ETF AT COST 15204 15282 PRIOR PERIOD ADJUSTMENT 5768 INVESTMENT MANAGEMENT FEES 7960 7960 0 FEDERAL EXCISE TAX 381 0 0 FOREIGN TAX 592 592 0