2025-09-02T09:39:48-05:00 2024-12-31 474526160 EFPR GROUP CPAS PLLC 100 SOUTH CLINTON AVE SUITE 1500 ROCHESTER NY 14604 990PF 2024-01-01 271506353 THE HARPER FAMILY FOUNDATION HARP 5857293049 160 WILKINSON ROAD FAIRPORT NY 14450 JOEL HARPER TRUSTEE 5852262080 2025-08-29 1 0 MARK JACOB P00548629 5854278900 2025-08-29 2024 2025-03-06 01:10:19Z X 124487 X X 3313 3313 13682 137019 13682 16995 16995 0 0 0 1352 1352 0 1175 1175 0 2527 2527 0 6309 6309 8836 2527 6309 8159 14468 158 134 134 76 110189 118822 124353 110423 118956 124487 0 0 X 110423 118956 110423 118956 110423 118956 110423 8159 374 118956 0 118956 COMMONWEALTH FINANCIAL NETWORK- ST COVERED P 2024-01-01 2024-12-31 88922 75983 12939 12939 COMMONWEALTH FINANCIAL NETWORK - LT COVERED P 2024-01-01 2024-12-31 37566 35813 1753 1753 ASSETMARK TRUST COMPANY- ST COVERED P 2024-01-01 2024-12-31 254 246 8 8 ASSETMARK TRUST COMPANY- LT COVERED P 2024-01-01 2024-12-31 10212 11295 -1083 -1083 CAPITAL GAINS DIVIDENDS P 65 65 65 13682 201 0 201 0 201 0 0 0 0 0 0 201 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 0 0 0 0 1 N/A JOEL HARPER 5857293049 160 WILKINSON ROAD FAIRPORT NY 14450 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JOEL HARPER 160 WILKINSON ROAD FAIRPORT NY 14450 TRUSTEE 1.00 0 0 0 JULIE HARPER 160 WILKINSON ROAD FAIRPORT NY 14450 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 121694 693 0 122387 0 0 122387 1836 120551 6028 6028 201 201 5827 0 5827 0 5827 6309 0 6309 5827 0 0 20730 3212 98 722 24762 6309 0 0 0 5827 482 0 0 25244 0 0 0 0 0 0 20730 4514 3212 98 722 482 JOEL HARPER X AMERICAN DIABETES ASSOCIATION 2451 CRYSTAL DRIVE SUITE 900 ARLINGTON VA 22201 3RD PARTY RECIPIENT PC SUPPORT MISSION OF THE AMERICAN DIABETES ASSOCIATION 526 BEGIN AGAIN FOUNDATION PO BOX 6029 VIRGINIA BEACH VA 23456 3RD PARTY RECIPIENT PC SUPPORT MISSION OF BEGIN AGAIN FOUNDATION 500 CURE CHILDHOOD CANCER ASSOCIATION 200 WESTFALL ROAD ROCHESTER NY 14620 3RD PARTY RECIPIENT PC SUPPORT MISSION OF C.U.R.E. CHILDHOOD CANCER ASSOCIATION 515 CAMP GOOD DAYS & SPECIAL TIMES 1332 PITTSFORD-MENDON RD MENDON NY 14506 3RD PARTY RECIPIENT PC SUPPORT MISSION OF CAMP GOOD DAYS & SPECIAL TIMES 513 COFFEE CONNECTION 681 SOUTH AVENUE ROCHESTER NY 14620 3RD PARTY RECIPIENT PC SUPPORT MISSION OF THE COFFEE CONNECTION 515 PERINTON AMBULANCE 1400 TURK HILL RD FAIRPORT NY 14450 3RD PARTY RECIPIENT PC SUPPORT MISSION OF PERINTON AMBULANCE 265 GEORGE EASTMAN HOUSE 900 EAST AVENUE ROCHESTER NY 14607 3RD PARTY RECIPIENT PC SUPPORT MISSION OF THE GEORGE EASTMAN HOUSE 650 MIND UP- GOLDIE HAWN FOUNDATION 220 26TH STREET STE 203 SANTA MONICA CA 90402 3RD PARTY RECIPIENT PC SUPPORT MISSION OF MIND UP- GOLDIE HAWN FOUNDATION 500 HABITAT FOR HUMANITY 2199 E HENRIETTA RD ROCHESTER NY 14623 3RD PARTY RECIPIENT PC SUPPORT MISSION OF THE HABITAT FOR HUMANITY 350 PROJECT ALS 2585 BROADWAY SUITE 202 NEW YORK NY 10025 3RD PARTY RECIPIENT PC SUPPORT MISSION OF PROJECT ALS 523 PLUTA CANCER FOUNDATION 125 RED CREEK DR ROCHESTER NY 14623 3RD PARTY RECIPIENT PC SUPPORT MISSION OF PLUTA CANCER FOUNDATIONFOUNDATION 500 STOP SOLDIER SUICIDE PO BOX 110605 DURHAM NC 27709 3RD PARTY RECIPIENT PC SUPPORT MISSION OF STOP SOLDIER SUICIDE 532 GENESEE COUNTRY MUSEUM 1410 FLINT HILL RD MUMFORD NY 14511 3RD PARTY RECIPIENT PC SUPPORT MISSION OF THE GENESEE COUNTRY MUSEUM 225 GENESSEE VALLEY HUNT RACES PO BOX 52 GENESEO NY 14452 3RD PARTY RECIPIENT PC SUPPORT MISSION OF THE GENESSEE VALLEY HUNT RACES 195 6309 0 01 3313 01 13682 0 16995 0 16995 0 0 0 0 0 0 0 0 0 0 EFPR GROUP 1352 1352 0 COMMONWEALTH FINANCIAL NETWORK AT COST 118822 124353 ADVISORY FEES 1125 1125 0 CHAR500 FEE 50 50 0 CONTRIBUTIONS 374