2025-11-14T15:09:33-06:00 2024-12-31 042914190 FOCUS PARTNERS WEALTH 93 WORCESTER STREET WELLESLEY MA 024813609 990PF 2024-01-01 770528830 THE LLOYD CARNEY FOUNDATION LLOY 7812391188 2995 WOODSIDE ROAD SUITE 400-559 WOODSIDE CA 94062 LLOYD CARNEY PRESIDENT 7812391188 2025-11-12 1 0 JOHN MURRAY P00830369 7812391188 2024 2025-03-06 01:10:19Z X 1241250 X 791700 21364 21364 12501 15312 12501 78377 0 903942 33865 0 0 0 3066 1508 0 4211 0 0 7277 1508 0 844851 844851 852128 1508 844851 51814 32357 38611 3028 6058 925496 1012893 1235192 964107 1015921 1241250 0 0 X 964107 1015921 0 0 0 0 964107 1015921 964107 1015921 964107 51814 0 1015921 0 1015921 FIDELITY X5710 ST A 101 87 14 14 FIDELITY X5710 LT A 119 96 23 23 FIDELITY X5710 LT B 5347 2628 2719 2719 CAPITAL GAINS DIVIDENDS P 9745 9745 9745 12501 450 0 450 0 450 5000 0 0 0 5000 0 4550 4550 0 0 0 0 0 0 0 0 0 1 1 0 1 1 CA 1 0 0 0 0 1 N/A FOCUS PARTNERS WEALTH 7812391188 93 WORCESTER STREET WELLESLEY MA 02481 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LLOYD CARNEY 2995 WOODSIDE ROAD SUITE 400-599 WOODSIDE CA 94062 DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 GRANT-MAKING ONLY 0 0 1514091 381185 0 1895276 0 0 1895276 28429 1866847 93342 93342 450 16249 16699 76643 0 76643 0 76643 844851 0 844851 76643 0 0 257746 94876 298660 144971 370847 1167100 844851 0 0 0 76643 768208 0 0 1935308 0 0 0 0 0 0 257746 1677562 94876 298660 144971 370847 768208 X LLOYD CARNEY CO FOCUS PARTNERS WEAL 93 WORCESTER STREET WELLESLEY MA 024813609 7812391188 N/A N/A N/A BOYS AND GIRLS CLUB OF THE PENINSULA 401 PIERCE ROAD MENLO PARK CA 94025 NONE GENERAL 10000 WENTWORTH INSTITUTE OF TECHNOLOGY 550 HUNTINGTON AVENUE BOSTON MA 02115 NONE GENERAL 20000 JAMAICA'S PROMISE 1520 NEW HAMPSHIRE AVE NW 7 WASHINGTON DC 20036 NONE GENERAL 64845 UNIVERSITY OF TECHNOLOGY - JAMAICA 237 OLD HOPE ROAD KINGSTON JM THIRD CHANCELLOR GENERAL 729656 WOLMER'S ALUMNI ASSOCIATION PO BOX 110814 CAMBRIA HEIGHTS STATION JAMAICA NY 114119997 NONE GENERAL 20350 844851 0 21364 14 78377 12501 0 78377 33865 112242 4 INVESTMENT INCOME 8 INVESTMENT GAINS 0 0 0 0 0 0 0 0 0 0 X X 1 LLOYD CARNEY 579 CALIFORNIA WAY WOODSIDE CA 94062 791700 X FIDELITY X5710 113497 122517 281051 NORFOLK CAPITAL 811999 890376 954141 NORFOLK CAPITAL FUND ONE LLC 78377 0 78377 GW&WADE / FOCUS FINANCIAL WEALTH INVESTMENT MGMT FEE 3016 1508 0 CA DOJ FEES 50 0 0 FEDERAL TAX PAYMENTS 4211 0 0