2024-07-09T15:57:51-05:00 2023-11-30 222005150 PORZIO BROMBERG AND NEWMAN PC 100 SOUTHGATE PKWY PO BOX 1997 MORRISTOWN NJ 079621997 990PF 2022-12-01 593100057 TAYLOR FAMILY FOUNDATION C/O PORZIO BROMBERG & NEWMAN PC TAYL 9735384006 100 SOUTHGATE PKWY PO BOX 1997 MORRISTOWN NJ 079621997 PATRICIA H TAYLOR TRUSTEE 9735384006 2024-07-09 1 PATRICIA TAYLOR 999009999 0 I RICHARD PLOSS P01453622 9735384006 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X X 3839264 X 17478 71947 71947 227125 397275 333035 316550 404982 0 0 0 5500 2750 2750 1691 0 0 11872 0 0 19063 2750 2750 178500 178500 197563 2750 181250 118987 402232 -1 46318 21921 21921 2014724 1958107 3617063 0 200000 200280 2061041 2180028 3839264 0 0 X 2034445 2061041 0 0 26596 118987 2061041 2180028 2061041 2180028 2061041 118987 0 2180028 0 2180028 101 SHRS ROCHE HOLDINGS P 2022-12-23 3983 4401 -418 -418 13 SHRS VERTEX PHARMACEUTICALS P 2022-12-23 3773 2613 1160 1160 32 SHRS NOVARTIS P 2022-12-23 2906 3138 -232 -232 23 SHRS NOVARTIS P 2022-12-27 2097 2255 -158 -158 80 SHRS ROCHE HOLDINGS P 2023-01-11 3156 3486 -330 -330 49 SHRS NOVARTIS P 2023-01-11 4438 4804 -366 -366 86 SHRS NOVARTIS P 2023-02-02 7395 8165 -770 -770 61 SHRS NVIDIA P 2023-05-26 23499 4007 19492 19492 17 SHRS META PLATFORMS P 2023-05-30 4466 4124 342 342 14 SHRS META PLATFORMS P 2023-06-01 3810 2954 856 856 9 SHRS NVIDIA P 2023-06-15 3863 403 3460 3460 14 SHRS META PLATFORMS P 2023-07-06 4109 2916 1193 1193 14 SHRS META PLATFORMS P 2023-07-13 4396 2916 1480 1480 15 SHRS NVIDIA P 2023-07-14 6809 671 6138 6138 300 SHRS JOHNSON & JOHNSON D 2023-08-17 52024 1278 50746 50746 13 SHRS NVIDIA P 2023-08-22 5976 2193 3783 3783 15 SHRS NVIDIA P 2023-08-24 7241 846 6395 6395 400 SHRS JOHNSON & JOHNSON D 2023-09-11 64552 1703 62849 62849 16 SHRS META PLATFORMS P 2023-09-28 4871 3333 1538 1538 14 SHRS META PLATFORMS P 2023-10-09 4474 2916 1558 1558 CASH IN LIEU SANDOZ GROUP P 2023-10-09 11 9 2 2 100 SHRS JOHNSON & JOHNSON D 2023-11-02 14712 426 14286 14286 1,000 SHRS JOHNSON & JOHNSON D 2023-11-21 149740 4257 145483 145483 100 SHRS JOHNSON & JOHNSON D 2023-11-22 14974 426 14548 14548 333035 5591 0 5591 0 5591 3879 0 0 0 3879 0 1712 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 0 0 1 N/A PATRICIA H TAYLOR 9735384006 1007 TARAY DE AVILA TAMPA FL 33613 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PATRICIA H TAYLOR 1007 TARAY DE AVILA TAMPA FL 33613 TRUSTEE 0.00 0 0 0 THERESE M TAYLOR 540 E 8TH STREET SOUTH BOSTON MA 02127 TRUSTEE 0.00 0 0 0 MATTHEW S TAYLOR 2128 BLUE STEM DRIVE NEW HOPE PA 18938 TRUSTEE 0.00 0 0 0 THOMAS F TAYLOR 5381 WHITAKER TRAIL ACWORTH GA 30101 TRUSTEE 0.00 0 0 0 CHRISTOPHER M TAYLOR 4009 HILLCREST DRIVE FURLONG PA 18925 TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 0 3738077 43915 0 3781992 0 0 3781992 56730 3725262 186263 186263 5591 5591 180672 0 180672 0 180672 181250 0 181250 180672 174322 0 0 181250 174322 0 0 6928 0 0 0 0 0 0 0 0 173744 0 0 0 PATRICIA H TAYLOR THERESE M TAYLOR MATTHEW S TAYLOR THOMAS F TAYLOR CHRISTOPHER M TAYLOR X ACADEMY OF THE 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GENERAL SUPPORT 1000 JESUIT HIGH SCHOOL 4701 HIMES AVE TAMPA FL 33614 GENERAL SUPPORT 3000 LEES MCRAE COLLEGE PO BOX 128 BANNER ELK NC 28604 GENERAL SUPPORT 5000 MANCHESTER BIDWELL CORP 1815 METROPOLITAN STREET PITTSBURG PA 15233 GENERAL SUPPORT 5000 MARYKNOLL FATHERS & BROTHERS PO BOX 345 MARYKNOLL NY 10545 GENERAL SUPPORT 25000 MARYKNOLL SISTERS PO BOX 317 MARYKNOLL NY 10545 GENERAL SUPPORT 1000 MEDICAL MISSIONARIES OF MARY 179 HIGHLAND AVE SOMERVILLE MA 02143 GENERAL SUPPORT 1000 METROPOLITAN MINISTRIES 2002 N FLORIDA AVE TAMPA FL 33602 GENERAL SUPPORT 10000 NIAGARA UNIVERSITY PO BOX 2008 NIAGARA UNIVERSITY NY 14109 GENERAL SUPPORT 10000 NUEVA ESPERANZA INC 7805 W 96TH STREET ZIONSVILLE IN 46077 GENERAL SUPPORT 5000 OAK LAYDON DEVELOPMENT SERVICES 411 CHICAGO AVE OAKPARK IL 60302 GENERAL SUPPORT 6000 SAMARITANS PURSE PO BOX 3000 BOONE NC 28607 GENERAL SUPPORT 1000 ST JOSEPH COLLEGE SEMINARY CAP 22 ARTCUS AVENUE MOUNT HOLLY NC 28120 GENERAL SUPPORT 5000 ST JOSEPH'S CARPENTER SOCIETY 20 CHURCH STREET CAMDEN NJ 08105 GENERAL SUPPORT 5000 ST JOSEPH'S HOSPITAL FOUNDATION 661 MAIN STREET PATERSON NJ 07503 GENERAL SUPPORT 1000 ST RAPHAEL THE ARCHANGEL SCHOOL 6000 JAMIESON AVE ST LOUIS MO 63109 GENERAL SUPPORT 10000 SYRACUSE CATHOLIC CENTER 110 WALNUT PLAVE SYRACUSE NY 13210 GENERAL SUPPORT 2000 TRAVIS MANION FDN 164 E STATE STREET DOYLESTOWN PA 18901 GENERAL SUPPORT 7500 UNITED WAY SUNCOAST 5201 W KENNEDY BLVD TAMPA FL 33609 GENERAL SUPPORT 5000 UNIVERSITY OF DAYTON 300 COLLEGE PARK DAYTON OH 45469 GENERAL SUPPORT 5000 VINCENT'S HOMES INC 475 E CHELTEN AVE PHILADELPHIA PA 19144 GENERAL SUPPORT 5000 YELLOW MOUNTAIN ENTERPRISES 255 ESTATOA STREET NEWLAND NC 28657 GENERAL SUPPORT 5000 178500 0 14 71947 18 227125 0 299072 0 299072 0 0 0 0 0 0 0 0 0 0 X X 1 THERESE M TAYLOR 540 E 8TH STREET SOUTH BOSTON MA 02127 5308 X 2 THOMAS F TAYLOR 5381 WHITAKER TRAIL ACWORTH GA 30101 5293 X 3 CHRISTOPHER M TAYLOR 4009 HILLCREST DRIVE FURLONG PA 18925 5307 X 4 MATTHEW S TAYLOR 2128 BLUE STEM DRIVE NEW HOPE PA 18938 1570 X 1 35 SHARES JOHNSON & JOHNSON COMMON STOCK 5308 2 35 SHARES JOHNSON & JOHNSON COMMON STOCK 5293 3 35 SHARES JOHNSON & JOHNSON COMMON STOCK 5307 4 10 SHARES JOHNSON & JOHNSON COMMON STOCK 1570 PORZIO BROMBERG & NEWMAN 5500 2750 2750 ALIBABA GROUP HOLDING 37544 14751 ALPHABET INC SHARES 12919 58976 ALPHABET INC SHARES CL C 30151 53166 AMAZON COM INC 58867 99341 AUTODESK, INC. 49775 52860 BLOCK INC. 33363 19473 BOEING CO 68338 96590 DEERE CO 3942 10932 DISNEY (WALT) CO. 67442 54131 EXPEDITORS INT'L WASH INC. 17762 29122 META PLATFORMS 70132 138057 FACTSET RESH SYST 18622 29021 ILLUMINA INC 45006 18249 INTUITIVE SURGICAL INC. 12161 21759 JOHNSON & JOHNSON 750374 1815864 MICROSOFT 31188 99274 MONSTER BEVERAGE 34767 55702 NETFLIX.COM INC. 54285 81523 NOVARTIS ADR 20540 23692 NOVO NORDISK 11908 37273 NVIDIA 2382 132359 ORACLE CORP 40876 85879 PAYPAL HOLDINGS INC 29734 16016 QUALCOMM INC 21445 30198 REGENERON PHARMACTICALS 18845 39543 ROCHE HLDGS 24089 18631 SALESFORCE COM 38276 61967 SANDOZ GROUP AG 1124 1381 SEI INVT CO. 25472 22001 SHOPIFY INC. 29717 37065 STARBUCKS CORP. 30836 34159 TESLA INC. 92852 100834 THERMO FISHER SCIENTIFIC 26885 24493 VERTEX PHARMACEUTICALS 25597 45770 VISA INC. 83353 104212 WORKDAY INC 11601 23282 YUM BRANDS INC 17214 20967 YUM CHINA HOLDING INC. 8723 8550 BLACKSTONE BCRED AT COST 50000 50280 BX PRIVATE CREDIT FUND AT COST 50000 50000 NB CROSSROADS PMAF AT COST 50000 50000 PARTNERS GROUP PE AT COST 50000 50000 ADVISORY AND SERVICE FEES 11824 0 0 ADR FEES 48 0 0 MATTHEW S TAYLOR 2128 BLUE STEM DRIVE NEW HOPE PA 18938 CHRISTOPHER M TAYLOR 4009 HILLCREST DRIVE FURLONG PA 18925 THOMAS F TAYLOR 5381 WHITAKER TRAIL ACWORTH GA 30101 THERESE M TAYLOR 540 E 8TH STREET SOUTH BOSTON MA 02127 US TREASURY - EXCISE TAX 1045 0 0 FOREIGN TAX WITHHELD 646 0 0