2025-09-04T18:59:27-05:00 2025-05-31 812950760 SAX LLP 389 INTERPACE PARKWAY STE 3 PARSIPPANY NJ 07054 990PF 2024-06-01 226384497 MARGARET & DANIEL RANZMAN FOUNDATION INC MARG 9734726250 CO SAX 389 INTERPACE PARKWAY STE PARSIPPANY NJ 07054 MARGARET RANZMAN PRESIDENT 9734726250 2025-09-03 1 0 JOSEPH J BULGER P01366942 9734726250 2025-08-29 2024 2025-03-06 01:10:19Z X X 2266691 X 195854 885 885 71842 71842 171221 491451 171221 439802 243948 0 0 0 0 0 3600 1800 0 1800 1377 0 0 0 3143 2095 0 1048 8120 3895 0 2848 133000 133000 141120 3895 0 135848 298682 240053 0 25103 45643 45643 615998 703364 703343 41466 77774 78682 486024 458503 852487 549407 589478 586536 1717998 1874762 2266691 0 0 X 1717998 1874762 0 0 0 0 1717998 1874762 1717998 1874762 1717998 298682 0 2016680 141918 1874762 73 SHS ASML HOLDING NV P 2022-06-01 2024-06-10 74347 20380 53967 53967 19,990.005 SHS JPM PRIME MM FD P 2024-01-01 2024-10-16 20000 20006 -6 -6 208 SHS SPDR S&P 500 ETF TRUST P 2022-10-01 2024-10-25 121492 33557 87935 87935 121,442.943 SHS JPM PRIME MM FD P 2024-01-01 2024-11-05 121492 121518 -26 -26 267.871 SHS FIDELITY 500 INDEX FUND P 2022-07-01 2024-07-11 51959 29333 22626 22626 111 SHS FINANCIAL SELECT SECTOR SPDR P 2022-10-01 2024-10-02 5008 3691 1317 1317 89 SHS COMM SERV SELECT SECTOR SPDR P 2022-10-01 2024-10-02 8025 5048 2977 2977 62.467 SHS FIDELITY 500 INDEX FUND P 2024-01-01 2024-10-02 12425 11258 1167 1167 214 SHS VANGUARD EMERG MKTS P 2024-01-01 2024-12-03 13866 13430 436 436 1,718.513 SHS BLACKROCK HIGH YIELD-K P 2024-01-01 2024-12-03 12390 12184 206 206 733 SHS VANGUARD LONG-TERM TREASURY ETF P 2024-01-01 2024-12-03 42856 42914 -58 -58 12 SHS VANGUARD INFO TECH ETF P 2025-01-01 2025-01-21 7591 6911 680 680 171221 2399 3337 0 3337 0 3337 1480 0 0 0 1480 0 1857 0 0 0 0 0 0 0 0 0 0 1 1 DE 1 0 0 0 0 1 N/A 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 MARGARET KUO RANZMAN 1180 PONCE DE LEON BLVD - SUITE 601 CLEARWATER FL 33756 PRESIDENT 5.00 0 0 0 GARY LEE HOLCOMB 1180 PONCE DE LEON BLVD - SUITE 601 CLEARWATER FL 33756 OFFICER 5.00 0 0 0 EMMALINE KUO RANZMAN 1180 PONCE DE LEON BLVD - SUITE 601 CLEARWATER FL 33756 OFFICER 5.00 0 0 0 NONE 0 NONE 0 0 1488514 752033 0 2240547 0 0 2240547 33608 2206939 110347 110347 3337 3337 107010 0 107010 0 107010 135848 0 135848 107010 10230 0 0 135848 10230 0 0 107010 18608 0 0 18608 0 0 0 0 0 0 0 18608 18608 MARGARET KUO RANZMAN X MORTON PLANT MEASE HEALTH CARE FOUNDATION 2536 COUNTRYSIDE BLVD CLEARWATER FL 33763 GENERAL SUPPORT 50000 NEW YORK PRESBYTERIAN 850 THIRD AVENUE NEW YORK NY 10022 GENERAL SUPPORT 70000 AQUINAS ACADEMY 388 S LIVINGSTON AVE LIVINGSTON NJ 07039 GENERAL SUPPORT 3000 NEPAL EDUCATION AND DEVELOPMENT 18-20 LYNDHURST TERRACE CENTRAL HK GENERAL SUPPORT 10000 133000 0 18 885 18 71842 18 171221 0 243948 0 243948 0 0 0 0 0 0 0 0 0 0 X X 1 MARGARET KUO RANZMAN 1180 PONCE DELEON BLVD CLEARWATER FL 33756 75564 X 2 MARGARET KUO RANZMAN 1180 PONCE DELEON BLVD CLEARWATER FL 33756 120290 X 1 73 SHS ASML HOLDING NV 75564 2024-06-07 2 208 SHS SPDR S*P 500 120290 2024-10-24 TAX PREP AND ADVISORY FEES 3600 1800 0 1800 BLCKRCK HI YLD BND PORT-K 59388 61222 PIMCO INCOME FUND-INS 15455 15506 VANGUARD INT-TERM CORPORATE 105710 109668 VANGUARD MORTGAGE BACKED SEC 158749 155196 VANGUARD TOTAL BOND MKT 250176 244944 COMM SERV SELECT SECTOR SPDR 18886 33766 CONSUMER DISCRETIONARY SELT 23127 33780 CONSUMER STAPLES SPDR 13489 15075 ENERGY SELECT SECTOR SPDR 11567 13289 FIDELITY 500 INDEX FUND 257990 553468 FINANCIAL SELECT SECTOR SPDR 32518 51113 HEALTH CARE SELECT SECTOR 30856 31303 INDUSTRIAL SELECT SECT SPDR 16296 24280 VANGUARD INFO TECH ETF 53774 96413 77774 78682 0 0 EXCESS OF FMV OVER DONOR'S COST BASIS 141918 JPMORGAN ADVISORY FEES 3143 2095 0 1048 FEDL TAX - Q1 ESTIMATE FYE 5/31/25 1377 0 0 0