2025-07-23T07:40:25-05:00 2024-12-31 331374517 PKF O'CONNOR DAVIES ADVISORY LLC 500 MAMARONECK AVENUE SUITE 301 HARRISON NY 105281633 990PF 2024-01-01 136108278 LIFE EXTENSION FOUNDATION INC C/O PKF O'CONNOR DAVIES LIFE 6153273061 500 MAMARONECK AVENUE SUITE 301 HARRISON NY 10528 KEITH JOHNSON PRESIDENT 6153273061 2025-07-22 1 1 THOMAS BLANEY P00234022 9143818900 2025-07-22 2024 2025-03-06 01:10:19Z X 2979864 X X 6399 6399 60737 60737 195412 1471336 195412 12426 -74 274974 262474 0 0 0 8000 0 8000 13885 13885 0 857 857 0 268 18 250 23010 14760 8250 180000 180000 203010 14760 188250 71964 247714 47411 110220 110220 947098 1029941 1437438 1431784 1358096 1432206 2426293 2498257 2979864 0 0 X 2426293 2498257 2426293 2498257 2426293 2498257 2426293 71964 0 2498257 0 2498257 SALE OF PUBLICLY TRADED SECURITIES P 1455683 1275924 179759 179759 CAPITAL GAINS DIVIDENDS P 15653 15653 15653 195412 3443 0 3443 0 3443 8259 0 0 0 8259 0 4816 4816 0 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 0 0 0 0 1 N/A DR H KEITH JOHNSON 6153273061 1315 SAXON DRIVE NASHVILLE TN 37215 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 KEITH JOHNSON CO PKFOD 500 MAMARONECK AVENUE HARRISON NY 10528 PRESIDENT 0.25 0 0 0 DOUGLAS JOHNSON CO PKFOD 500 MAMARONECK AVENUE HARRISON NY 10528 VICE PRESIDENT 0.25 0 0 0 KENNETH JOHNSON CO PKFOD 500 MAMARONECK AVENUE HARRISON NY 10528 VICE PRESIDENT 0.25 0 0 0 SUSAN JOHNSON PRESTON CO PKFOD 500 MAMARONECK AVENUE HARRISON NY 10528 SECRETARY/TREASURER 0.25 0 0 0 NONE 0 NONE 0 0 2880524 156638 0 3037162 0 0 3037162 45557 2991605 149580 149580 3443 3443 146137 12500 158637 0 158637 188250 0 188250 158637 0 0 9732 13818 7443 25764 25711 82468 188250 0 0 0 158637 29613 0 0 112081 0 0 0 0 0 0 9732 102349 13818 7443 25764 25711 29613 X ALIVE HOSPICE 1718 PATTERSON STREET NASHVILLE TN 37203 N/A PC GENERAL SUPPORT 10000 CURRY INGRAM ELEMENTARY SCHOOL 6544 MURRAY LANE BRENTWOOD TN 37027 N/A PC SCIENCE FACULTY DEVELOPMENT 10000 DIALYSIS CLINICS INC 1633 CHURCH STREET SUITE 500 NASHVILLE TN 37203 N/A PC RESEARCH, EDUCATION AND OTHER ACTIVITIES RELATED TO CHRONIC RENAL FAILURE AND TRANSPLANTATION 60000 FAMILY HOSPICE 700 BOWER HILL ROAD SUITE 1405 PITTSBURGH PA 15243 N/A PC GENERAL SUPPORT 10000 FIENDS OF BOERNER BOTANICAL GARDENS 9400 BOERNER DRIVE HALES CORNERS WI 53130 N/A PC GENERAL SUPPORT 5000 LOOMIS CHAFFEE SCHOOL 4 BATCHELDER ROAD WINDSOR CT 06095 N/A PC SCIENCE FACULTY DEVELOPMENT 10000 MIDDLESEX HOSPITAL 28 CRESCENT STREET MIDDLETOWN CT 06457 N/A PC NEPHROLOGY & CARDIOLOGY PROGRAM SUPPORT 10000 OAKVIEW ELEMENTARY SCHOOL 515 GODFREY ROAD SIMPSONVILLE SC 29681 N/A PC SCIENCE PROGRAM 10000 PARK CITY EDUCATION FOUNDATION PO BOX 681422 PARK CITY UT 84068 N/A PC STEM DEPARTMENT 20000 SAINT THOMAS HEALTH FOUNDATION 4220 HARDING ROAD NASHVILLE TN 37205 N/A PC FRANK GLUCK PATIENT ASSISTANCE FUND 10000 WILLISTON NORTHAMPTION SCHOOL 19 PAYSON AVENUE EASTHAMPTON MA 01027 N/A PC SCIENCE FACULTY DEVELOPMENT 15000 WILMINGTON FRIENDS SCHOOL 101 SCHOOL RD WILMINGTON DE 19803 N/A PC SCIENCE DEPARTMENT 10000 180000 0 14 6399 14 60737 18 195412 OTHER INVESTMENT LOSS 01 -166 SECURITY LITIGATION PROCEEDS 14 92 DEAUTHORIZATION OF PRIOR YEAR GRANTS 01 12500 0 274974 0 274974 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION SERVICES 8000 0 8000 53 SHRS. 3M CO 5521 6839 90 SHRS. ALCON, INC. 8296 7640 36 SHRS. ALIGN TECHNOLOGY INC 12748 7506 54 SHRS. ALLSTATE CORP 7125 10411 401 SHRS. ALPHABET, INC. 28891 75909 317 SHRS. AMAZON.COM INC 29081 69547 80 SHRS. AMERICAN INTERNATIONAL GROUP INC 2045 5824 68 SHRS. AMETEK INC NEW 12056 12258 18 SHRS. AON PLC/IRELAND A 5402 6465 307 SHRS. APPLE INC 33837 76879 89 SHRS. APPLIED MATERIALS INC 14295 14474 43 SHRS. ASSURANT INC 9230 9168 710 SHRS. AT&T INC 12475 16167 190 SHRS. BANK OF AMERICA CORPORATION 7155 8351 140 SHRS. BAXTER INTERNATIONAL INC 5585 4082 83 SHRS. BECTON DICKINSON & CO 21677 18830 67 SHRS. BERKSHIRE HATHAWAY INC DEL CL B 23356 30370 80 SHRS. BIO-TECHNE CORP 5701 5762 160 SHRS. BRISTOL-MYERS SQUIBB COMPANY 7836 9050 330 SHRS. CHEWY, INC 5996 11052 320 SHRS. CISCO SYSTEMS INC 16748 18944 88 SHRS. CME GROUP INC 16699 20436 117 SHRS. CONOCOPHILLIPS 13596 11603 54 SHRS. CONSTELLATION ENERGY 6023 12080 120 SHRS. COSTAR GROUP INC 9839 8591 110 SHRS. CRH PLC 6437 10177 79 SHRS. DANAHER CORP 17862 18134 38 SHRS. DIAMONDBACK ENERGY INC 6211 6226 240 SHRS. DOMINION RES INC VA NEW 11726 12926 480 SHRS. E Q T CORPORATION 17828 22133 370 SHRS. FIRST HORIZON NATIONAL CORP 5590 7452 280 SHRS. FREEPORT MCMORAN COPPER & GOLD INC 12629 10662 48 SHRS. GE VERNOVA LLC 8441 15789 160 SHRS. GENERAL MOTORS CO 6747 8523 70 SHRS. GILEAD SCIENCES INC 6222 6466 25 SHRS. GOLDMAN SACHS GROUP INC 9655 14316 63 SHRS. HARRIS CORPORATION 13649 13248 180 SHRS. HOWMET AEROSPACE INC 11865 19687 52 SHRS. HUBBELL INC COM 20457 21782 23 SHRS. HUBSPOT, INC. 12233 16026 60 SHRS. ILLUMINA INC 9220 8018 150 SHRS. INGERSOLL RAND INC 13282 13569 180 SHRS. INTERNATIONAL PAPER CO 8425 9688 25 SHRS. INTUITIVE SURGICAL INC 9928 13049 565 SHRS. ISHARES DJ SELECT DIVIDEND INDEX FUND 65594 74179 166 SHRS. ISHARES S&P 500 INDEX FUND 73299 97721 180 SHRS. JOHNSON CTLS INTL PLC 11768 14207 85 SHRS. JP MORGAN CHASE & CO 8416 20375 460 SHRS. KENVUE INC. 9350 9821 38 SHRS. LABCORP HOLDING INC 7712 8714 200 SHRS. LAS VEGAS SANDS CORP 6913 10272 13 SHRS. LULULEMON ATHLETICA INC 6382 4971 38 SHRS. MARATHON PETROLEUM CORP 5658 5301 230 SHRS. MEDTRONIC, PLC ADR 19625 18372 70 SHRS. METLIFE INC 5883 5732 204 SHRS. MICROSOFT CORPORATION 33466 85986 29 SHRS. MONGODB INC CL A 9766 6751 11 SHRS. NETFLIX COM INC 4845 9805 120 SHRS. NEWMONT MINING CORP 4956 4466 730 SHRS. NVIDIA CORP 21784 98032 120 SHRS. OMNICOM GROUP INC 11389 10325 50 SHRS. PHILIP MORRIS INTERNATIONAL INC 5087 6018 54 SHRS. PHILLIPS 66 8488 6152 420 SHRS. POWERSHARES S&P 500? EQUAL WEIGHT PORTFOLIO 64558 73597 33 SHRS. RENAISSANCE RE HLDGS LTD ADR 6386 8211 50 SHRS. REPLIGEN CORP 7870 7197 26 SHRS. ROPER INDUSTRIES INC 13949 13516 28 SHRS. ROYAL CARIBBEAN CRUISES LTD 5803 6459 150 SHRS. SANOFI-AVENTIS ADR 7224 7235 77 SHRS. SAREPTA THERAPEUTICS, INC. 8818 9362 130 SHRS. SQUARE, INC. 8595 11049 92 SHRS. THE WALT DISNEY COMPANY 10590 10244 26 SHRS. TRANE TECHNOLOGIES PUBLIC LIMITED CO 646 9603 160 SHRS. UBER TECHNOLOGIES, INC. 7889 9651 21 SHRS. UNITEDHEALTH GROUP INC 2798 10623 140 SHRS. US BANCORP 6778 6696 108 SHRS. VERALTO CORPORATION 9227 11000 100 SHRS. VOYA FINANCIAL INC 3977 6883 48 SHRS. WALNUT STREET GROUP HOLDING LIMITED 5798 4656 50 SHRS. ZOETIS INC 9034 8147 2617.801 SHRS. ARISTOTLE FLOATING RATE INCOME FUND CLASS I AT COST 25000 24843 19435.783 SHRS. BNY MELLON INTERMEDIATE BOND FUND AT COST 250137 229148 3192.146 SHRS. BNY MELLON INTERNATIONAL STOCK FUND - CLASS Y AT COST 39918 71791 3187.837 SHRS. CAUSEWAY INTL VALUE FD INST AT COST 65000 59166 2354.381 SHRS. DFA EMERGING MARKETS CORE EQUITY FUNDS AT COST 41948 54810 28076.076 SHRS. DOUBLELINE CORE FIXED INCOME FUND -I AT COST 265000 256335 1470.012 SHRS. FULLERTHALER BEHAVIORAL SMALL-CAP GROWTH FUND AT COST 75000 70766 3785.011 SHRS. G Q G PARTNERS EMERGING MARKETS EQUITY FUND AT COST 50000 62604 5844.846 SHRS. GOLDMAN SACHS ABSOLUTE RETURN TRACKER FUND - I AT COST 55000 58273 4803.074 SHRS. HOTCHKIS AND WILEY HIGH YIELD FUND AT COST 50000 50817 2615 SHRS. ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF AT COST 131107 131482 1062 SHRS. ISHARES MSCI EAFE INDEX FD AT COST 68393 80298 2565 SHRS. ISHARES TR S & P MIDCAP 400 INDEX FD AT COST 150395 159826 593 SHRS. ISHARES TR S & P SMALLCAP 600 AT COST 47930 68325 2646.801 SHRS. THE BNY MELLON MID CAP MULTI-STRATEGY FUND AT COST 28147 37955 177 SHRS. VANGUARD REAL ESTATE ETF AT COST 15121 15767 OTHER INVESTMENT EXPENSES 18 18 0 FILING FEES 250 0 250 OTHER INVESTMENT LOSS -166 -166 -166 SECURITY LITIGATION PROCEEDS 92 92 92 DEAUTHORIZATION OF PRIOR YEAR GRANTS 12500 12500 INVESTMENT MANAGEMENT FEES 13885 13885 0 FOREIGN TAXES PAID 857 857 0