2024-11-14T07:53:12-06:00 2023-12-31 812950760 SAX LLP 1040 AVENUE OF THE AMERICAS-16TH FL NEW YORK NY 10018 990PF 2023-01-01 273736371 JOANNE & AL DALOISIO FAMILY FOUNDATION C/O ALFONSO DALOISIO JR JOAN 9736840362 75-77 GROVE STREET PATERSON NJ 07503 ALFONSO DALOISIO JR PRESIDENT 9736840362 2024-11-13 1 1 W MICHAEL CURRY P00033970 2126857000 2024-11-12 2023 2024-10-15 13:58:12Z X 503680 X X 15008 14397 4063 8623 4063 167 167 19238 18627 0 0 0 4 4 0 495 290 0 154 154 0 653 448 0 20000 20000 20653 448 20000 -1415 18179 2025 2411 2411 9916 9916 10241 197773 197745 206683 235940 233696 284345 445654 443768 503680 0 0 X 0 0 0 0 445654 443768 445654 443768 445654 443768 445654 -1415 0 444239 471 443768 VANGUARD DIVIDEND APPRECIATION P 2019-08-06 2023-12-12 6548 4560 1988 1988 CAPITAL GAINS DIVIDENDS P 2075 2075 2075 4063 253 0 253 0 253 0 0 300 0 300 0 47 47 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 N/A CO SAX LLP 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 480395 2218 0 482613 0 0 482613 7239 475374 23769 23769 253 253 23516 0 23516 0 23516 20000 0 20000 23516 0 0 1036 1036 20000 0 0 0 20000 0 1036 1036 0 0 0 0 0 2480 0 0 0 X MARY DALOISIO MARYDRCCMAILNET 75-77 GROVE STREET PATERSON NJ 07503 9736840362 COMPLETE PROGRAM DESCRIPTION AND CONTACT INFORMATION NONE NONE LAKE GEORGE ASSOCIATION 2392 STATE HWY 9N LAKE GEORGE NY 12845 NONE N/P CHARITABLE 4000 THE TREVOR PROJECT PO BOX 69232 WEST HOLLYWOOD CA 90069 NONE N/P CHARITABLE 4000 PALESTINE CHILDRENS RELIEF FUND 360 E 2ND ST STE 710 LOS ANGELES CA 900124240 NONE N/P CHARITABLE 4000 DOCTORS WITHOUT BORDERS 40 RECTOR STREET 16TH FLOOR NEW YORK NY 10006 NONE N/P CHARITABLE 4000 NURSES FOR SOCIAL JUSTICE 1408 MYRTLE AVE BROOKLYN NY 11237 NONE N/P CHARITABLE 4000 20000 0 14 15008 01 167 18 4063 0 19238 0 19238 0 0 0 0 0 0 0 0 0 0 AG MTG INVT TR INC 1637 210 AT&T INC 14374 8390 AT&T INC CUM PREF STOCK 50000 42080 BOFA CORP 10000 7324 CAPITAL ONE FINANCIAL CO 25115 17665 ENBRIDGE, INC COM 18875 18010 FORD MOTOR CO 4600 6095 GENERAL ELECTRIC 1382 11104 PFIZER INC 2680 2879 PFIZER INC 18244 14395 PROCTER & GAMBLE CO 2976 28575 VERIZON COMMUNICATIONS COM 12569 15080 VIATRIS INC 142 130 VIATRIS INC 1006 672 WABTEC 234 381 WARNER BROS DISCOVERY INC SER 4376 1366 WELLS FARGO & CO NEW DEL 2264 4922 WELLS FARGO & CO NON-CUM CLASS A 25080 19940 ZURICH INSURANCE GROUP AG SHS SPON 1826 5223 GE HEALTHCARE TECHNOLOGIES INC 365 2242 0 0 9916 10241 BLACKROCK CORPORATE HIGH YIELD FUND AT COST 1168 943 COLUMBIA DIVIDEND INCOME FUND AT COST 55985 68733 CROSSAMERICA PARTNERS AT COST 2039 2036 FRANKLIN DYNATECH CL C AT COST 71882 82984 PIMCO CORPORATE & INCOME STRATEGY FUND AT COST 1688 1241 PORTMAN RIDGE FIN CORP AT COST 640 182 VANGUARD DIVIDEND APPRECIATION ETF AT COST 40556 53676 VANGUARD TOT WORLD STK I AT COST 25108 28292 VANGUARD TOTAL STK MKT ETF AT COST 34630 46258 MISCELLANEOUS ADJUSTMENT 471 ANNUAL FEES 2 2 0 CROSS AMERICA PARTNERS 152 152 0 CROSS AMERICA PARTNERS INCOME 167 167 167 FEDERAL EXCISE TAX 205 0 0 FOREIGN TAXES 290 290 0