2026-07-14T13:32:41-05:00 2025-12-31 334358135 SAX ADVISORS LLC 1040 AVENUE OF THE AMERICAS-16TH FL NEW YORK NY 10018 990PF 2025-01-01 273736371 JOANNE & AL DALOISIO FAMILY FOUNDATION C/O ALFONSO DALOISIO JR JOAN 9736840362 75-77 GROVE STREET PATERSON NJ 07503 ALFONSO DALOISIO PRESIDENT 9736840362 2026-07-13 1 W MICHAEL CURRY P00033970 2126857000 2026-07-12 2025 2025-03-06 01:10:19Z X 644928 X X 14647 14647 17459 30930 17459 52 52 32158 32158 0 0 0 564 321 0 108 108 0 672 429 0 15000 15000 15672 429 15000 16486 31729 1493 12950 12950 197735 184265 238936 237056 255316 393042 436284 452531 644928 0 0 X 0 0 0 0 436284 452531 436284 452531 436284 452531 436284 16486 0 452770 239 452531 CAPITAL ONE FINANCIAL P 2020-11-09 2025-12-24 9037 12558 -3521 -3521 ZURICH INSURANCE GRP LTD ADR P 2010-09-13 2025-12-24 3713 913 2800 2800 CAPITAL GAINS DIVIDENDS P 18180 18180 18180 17459 441 0 441 0 441 0 0 500 0 500 0 59 59 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 N/A CO SAX ADVISORS LLC 9734726250 389 INTERPACE PARKWAY STE 3 PARSIPPANY NJ 07054 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ALFONSO DALOISIO JR 378 LAWRENCE CT WYCKOFF NJ 07481 PRESIDENT 1.00 0 0 0 JOANNE DALOISIO 378 LAWRENCE CT WYCKOFF NJ 07481 VICE PRESIDENT 1.00 0 0 0 MARY DALOISIO 856 STONEWALL CT FRANKLIN LAKES NJ 07417 SECRETARY 1.00 0 0 0 MATTHEW DALOISIO 378 LAWRENCE CT WYCKOFF NJ 07481 TREASURER 1.00 0 0 0 KATHRYN DALOISIO 378 LAWRENCE CT WYCKOFF NJ 07481 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 600908 7222 1266 609396 0 0 609396 9141 600255 30013 30013 441 441 29572 0 29572 0 29572 15000 0 15000 29572 3715 0 0 15000 3715 0 0 11285 0 0 0 0 0 0 0 0 18287 0 0 0 X MARY DALOISIO MARYDRCCMAILNET 75-77 GROVE STREET PATERSON NJ 07503 9736840362 COMPLETE PROGRAM DESCRIPTION AND CONTACT INFORMATION NONE NONE THE HELLO IN THERE FOUNDATION PO BOX 150222 NASHVILLE TN 37215 NONE PC CHARITABLE 5000 CASA ALTERNA PO BOX 446 DECATUR GA 30031 NONE PC CHARITABLE 5000 THE PEOPLE'S FORUM 320 W 37TH ST NEW YORK NY 10018 NONE PC CHARITABLE 5000 15000 0 14 14647 01 52 18 17459 0 32158 0 32158 0 0 0 0 0 0 0 0 0 0 VERIZON COMMUNICATIONS COM 12569 16292 WABTEC 234 640 WARNER BROS DISCOVERY INC SER 4376 3458 WELLS FARGO & CO NEW DEL 2264 9320 PROCTER & GAMBLE CO 2976 27945 WELLS FARGO & CO NON-CUM CLASS A 25080 19350 ZURICH INSURANCE GROUP AG SHS SPON 913 3798 PFIZER INC 18244 12450 PFIZER INC 2680 2490 GE HEALTHCARE TECHNOLOGIES INC 365 2379 FORD MOTOR CO 4600 6560 ENBRIDGE, INC COM 18875 23915 GE AEROSPACE NEW 1102 26799 GE VERNOVA INC 270 13725 CAPITAL ONE FINANCIAL CO 12558 9045 BOFA CORP 10000 6868 TPG MTG INVTS TR INC NEW 1637 281 AT&T INC CUM PREF STOCK 50000 40280 AT&T INC 14374 12420 VIATRIS INC 142 149 VIATRIS INC 1006 772 VANGUARD DIVIDEND APPRECIATION ETF AT COST 40556 69231 VANGUARD TOT WORLD STK I AT COST 25108 38792 BCP INVESTMENT CORPORATION AT COST 640 118 PIMCO CORPORATE & INCOME STRATEGY FUND AT COST 1653 1276 FRANKLIN DYNATECH CL C AT COST 61379 78568 CROSSAMERICA PARTNERS AT COST 1013 1013 COLUMBIA DIVIDEND INCOME FUND AT COST 63831 89767 BLACKROCK CORPORATE HIGH YIELD FUND AT COST 1127 890 VANGUARD TOTAL STK MKT ETF AT COST 34630 65378 FRANKLIN DYNATECH CL A AT COST 25379 48009 MISCELLANEOUS ADJUSTMENT 239 ANNUAL FEES 4 4 0 CROSS AMERICA PARTNERS 104 104 0 CROSS AMERICA PARTNERS INCOME 14 14 14 MISC INCOME 38 38 38 FEDERAL EXCISE TAX 243 0 0 FOREIGN TAXES 321 321 0