2025-11-07T07:19:52-06:00 2024-12-31 204553256 MARINER WEALTH ADVISORS 180 PARK AVENUE SUITE 201 FLORHAM PARK NJ 07932 990PF 2024-01-01 205572208 PROSPECT HILL FOUNDATION INC C/O MEGHAN W CIOFFI PROS 9732902328 22 RAMHORNE ROAD NEW CANAAN CT 06840 MEGHAN CIOFFI PRESIDENT 9732902342 2025-11-06 1 1 X MANDEEP SINGH P01967481 9739843352 2025-11-05 2024 2025-03-06 01:10:19Z X X 9482273 X 1231293 4588 4588 155667 155667 1459700 2592676 1459700 2851248 1619955 0 0 0 2000 0 2000 111516 111516 0 12442 6442 0 540 195 345 126498 118153 2345 2117150 2117150 2243648 118153 2119495 607600 1501802 324415 198458 198458 7929227 8351882 8351882 789768 931933 931933 9043410 9482273 9482273 0 0 X 0 0 0 0 9043410 9482273 9043410 9482273 9043410 9482273 9043410 607600 28288 9679298 197025 9482273 582 SHS AEROVATE THERAPEUTICS D 2024-04-23 2024-05-14 10889 3422 7467 7467 1,155 SHS ALPHABET INC CL A P 2022-08-30 2024-05-16 201753 124983 76770 76770 1,500 SHS AMAZON INC P 2020-08-25 2024-05-16 279553 250400 29153 29153 3,433 SHS DAY ONE D 2024-04-02 2024-05-14 56026 9953 46073 46073 859 SHS DOORDASH INC D 2019-05-21 2024-03-01 110819 13848 96971 96971 1 SH DOORDASH INC D 2019-05-21 2024-03-05 131 16 115 115 898 SHS DOORDASH INC REG SHS D 2019-02-22 2024-03-01 115850 14477 101373 101373 4,499 SHS DOORDASH INC REG SHS D 2018-08-30 2024-03-01 580411 72531 507880 507880 1,100 SHS INTL BUSINESS MACHINES P 2023-05-25 2024-10-23 253444 138853 114591 114591 10,000 SHS JPMORGAN CHASE & CO P 2021-03-10 2024-05-14 202631 250000 -47369 -47369 3,668 SHS MAPLEBEAR INC D 2024-04-23 2024-05-14 127075 80434 46641 46641 2,000 SHS NVIDIA P 2022-10-19 2024-11-04 277012 24135 252877 252877 5,000 SHS PELOTON INTERACTIVE INC P 2024-05-29 2024-11-11 42500 15075 27425 27425 18,000 SHS PELOTON INTERACTIVE INC P 2024-02-02 2024-11-04 142242 75960 66282 66282 5,000 SHS PELOTON INTERACTIVE INC P 2024-02-01 2024-11-11 42500 21750 20750 20750 35 SHS SPOTIFY TECH S.A. REG P 2021-08-04 2024-11-13 16396 7697 8699 8699 120 SHS SPOTIFY TECH S.A. REG P 2021-06-17 2024-11-13 56214 29442 26772 26772 CAPITAL GAINS DIVIDENDS P 77230 77230 77230 1459700 20875 0 20875 0 20875 4755 0 24000 0 28755 0 7880 7880 0 0 0 0 0 0 0 0 0 0 0 1 1 DE CT 1 0 1 0 1 1 N/A TAXPAYER 9732902328 22 RAMHORNE ROAD NEW CANAAN CT 06840 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MEGHAN W CIOFFI 22 RAMHORNE ROAD NEW CANAAN CT 06840 PRESIDENT & TRUSTEE 0.00 0 0 0 ROBERT F CIOFFI 22 RAMHORNE ROAD NEW CANAAN CT 06840 VICE PRESIDENT & TRUSTEE 0.00 0 0 0 MARY D WALSH 3392 BARROW ISL RD JONATHAN IS JUPITER FL 33477 VICE PRESIDENT & TRUSTEE 0.00 0 0 0 ABIGAIL GOBBLE DEMATTEO 11 BACON STREET WINCHESTER MA 01890 VICE PRESIDENT & TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 0 8557778 300372 860851 9719001 0 0 9719001 145785 9573216 478661 478661 20875 20875 457786 0 457786 0 457786 2119495 0 2119495 457786 0 0 145352 677386 822738 2119495 0 0 0 457786 1661709 0 0 2484447 0 0 0 0 0 0 0 2484447 145352 677386 1661709 MEGHAN W CIOFFI ROBERT F CIOFFI X COMMUNITY FOUNDATION OF NEW JERSEY PO BOX 338 MORRISTOWN NJ 07963 NONE EXEMPT GENERAL PURPOSE 950000 DUKE UNIVERSITY 2200 W MAIN STREET STE 300 DURHAM NC 27705 NONE EXEMPT GENERAL PURPOSE 25000 LESLEY UNIVERSITY 29 EVERETT STREET CAMBRIDGE MA 02138 NONE EXEMPT GENERAL PURPOSE 250000 NORWALK EDUCATION FOUNDATION 125 EAST AVENUE 3RD FLOOR NORWALK CT 068515702 NONE EXEMPT GENERAL PURPOSE 1000 ST ALOYSIUS BUILDING CAMPAIGN 40 MAPLE STREET NEW CANAAN CT 06840 NONE EXEMPT GENERAL PURPOSE 500000 ST LUKE'S SCHOOL 377 NORTH WILTON ROAD NEW CANAAN CT 06840 NONE EXEMPT GENERAL PURPOSE 250000 ST JOSEPH'S CENTER 2010 ADAMS AVENUE SCRANTON PA 18509 NONE EXEMPT GENERAL PURPOSE 250 THE MATHER HOMESTEAD 19 STEPHEN MATHER ROAD DARIEN CT 06820 NONE EXEMPT GENERAL PURPOSE 1000 UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL 103 SOUTH BLDG CAMPUS BOX 9100 CHAPEL HILL NC 275999100 NONE EXEMPT GENERAL PURPOSE 39900 UNIVERSITY OF NOTRE DAME 1100 GRACE HALL NOTRE DAME IN 46556 NONE EXEMPT GENERAL PURPOSE 100000 2117150 0 14 4588 14 155667 18 1459700 0 1619955 0 1619955 0 0 0 0 0 0 0 0 0 0 X X 1 MEGHAN W CIOFFI 22 RAMHORNE ROAD NEW CANAAN CT 06840 1022095 X 2 ROBERT F CIOFFI 22 RAMHORNE ROAD NEW CANAAN CT 06840 209198 X 1 6,257 SHARES DOORDASH INC (DASH) - FMV OF $831,258 WITH COST BASIS OF $100,873 831258 2024-03-04 1 3,433 SHARES DAY ONE BIOPHAMACEUTICALS INC (DAWN) - FMV OF $53,932 WITH COST BASIS OF $9,953 53932 2024-04-02 1 582 SHARES AEROVATE THERAPEUTICS INC (AVTE) - FMV OF $13,128 WITH COST BASIS OF $3,422 13128 2024-04-23 1 3,688 SHARES MAPLEBEAR INC (CART) - FMV OF $123,777 WITH COST BASIS OF $80,434 123777 2024-04-23 2 135 SHARES BERKSHIRE HATHAWAY INC CL B (BRK-B) - FMV OF $62,495 WITH COST BASIS $30,130 62495 2024-11-08 2 10,000 SHARES PELOTON INTERACTIVE INC (PTON) - FMV OF $84,450 WITH COST BASIS OF $36,825 84450 2024-11-08 2 155 SHARES SPOITIFY TECHNOLOGY INC SA (SPOT) - FMV OF $62,253 WITH COST BASIS OF $37,139 62253 2024-11-08 ACCOUNTING FEES 2000 0 2000 16,623 SHS FIRST EAGLE OVERSEAS 406767 406767 11,834 SHS FRANKLIN TEMPLETON ETF 693946 693946 9,324 SHS GOLDMAN ETF TRUST 1073938 1073938 21,419 SHS HARTFORD MULTIFACTOR 608728 608728 6,195 SHS INVESCO RSL 1000 DYN MLT 335955 335955 5,992 SHS INVESCO DEVELOPING 228234 228234 5,460 SHS ISHARES RUSSELL 1000 VALUE 1010810 1010810 404 SHS ISHARES RS 2000 GROWTH 116279 116279 4,580 SHS JPM DIVERSIFIED RT SMALL 214384 214384 12,982 SHS MFS VALUE FUND 633379 633379 10,300 SHS PIONEER FUNDAMENTAL 364621 364621 779 SHS VANGUARD SMALL CAP 187178 187178 7,361 SHS WISDOMTREE EMERGING MARKET 224363 224363 900 SHS ALLBIRDS INC COM CL A 6273 6273 3,400 SHS DRAFTKINGS INC 126480 126480 4,600 SHS GLOBALFOUNDRIES INC 197386 197386 4,000 SHS NVIDIA 537160 537160 1,424 SHS SPDR S&P 500 ETF TRUST 834578 834578 19,670 SHS ACELYRIN INC 61764 61764 185 SHS ADOBE INC 82266 82266 6,500 SHS CALLAWAY GOLF CO DEL 51090 51090 900 SHS JOHNSON & JOHNSON 130158 130158 135 SHS BERKSHIRE HATHAWAY INC CL B 61193 61193 18,960 SHS PELOTON INTERACTIVE INC 164952 164952 AYURMAYA CAPITAL MANAGEMENT 734269 745143 745143 GLYNN PARTNERS VI 55499 186790 186790 CURRENT YEAR UNREALIZED GAIN/(LOSS) 149400 CONTRIBUTION COST/MARKET VALUE ADJUSTMENT 47625 FILING FEES 150 0 150 BANK FEES 390 195 195 PARTNERSHIP INCOME/EXPENSE ADJUSTMENT 16993 PARTNERSHIP DISTRIBUTION ADJUSTMENT 11295 INVESTMENT FEES 88502 88502 0 INVESTMENT FEES - AYURMAYA CAPITAL MANAGEMENT 13025 13025 0 INVESTMENT FEES - GLYNN PARTNERS VI 9989 9989 0 MEGHAN W CIOFFI 22 RAMHORNE ROAD NEW CANAAN CT 06840 ROBERT F CIOFFI 22 RAMHORNE ROAD NEW CANAAN CT 06840 FEDERAL INCOME TAXES 6000 0 0 FOREIGN TAX 6442 6442 0