2026-07-13T15:19:02-05:00 2025-12-31 331374517 PKF O'CONNOR DAVIES ADVISORY LLC 500 MAMARONECK AVENUE SUITE 301 HARRISON NY 105281633 990PF 2025-01-01 136108278 LIFE EXTENSION FOUNDATION INC C/O PKF O'CONNOR DAVIES LIFE 6153273061 500 MAMARONECK AVENUE SUITE 301 HARRISON NY 10528 DR H KEITH JOHNSON PRESIDENT 6153273061 2026-07-13 1 THOMAS BLANEY P00234022 9143818900 2026-07-13 2025 2025-03-06 01:10:19Z X 3201917 X X 5722 5722 69242 69242 79451 744028 79451 -101 -101 154314 154314 0 0 0 14714 14714 0 8974 974 0 251 1 250 23939 15689 250 173500 173500 197439 15689 173750 -43125 138625 110220 41015 41015 1029941 846559 1380474 1358096 1567558 1780428 2498257 2455132 3201917 0 0 X 2498257 2455132 2498257 2455132 2498257 2455132 2498257 -43125 0 2455132 0 2455132 SALE OF PUBLICLY TRADED SECURITIES 732513 664577 67936 67936 CAPITAL GAINS DIVIDENDS P 11515 11515 11515 79451 1927 0 1927 0 1927 12816 0 5000 0 17816 0 15889 15889 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 2990228 171166 0 3161394 0 0 3161394 47421 3113973 155699 155699 1927 1927 153772 0 153772 0 153772 173750 0 173750 153772 0 0 13818 7443 25764 25711 29613 102349 173750 0 0 0 153772 19978 0 0 122327 0 0 0 0 0 0 13818 108509 7443 25764 25711 29613 19978 X ALIVE HOSPICE 1718 PATTERSON STREET NASHVILLE TN 37203 N/A PC CONCURRENT DIALYSIS 10000 CARE DIMENSIONS 75 SYLVAN STREET SUITE B-102 DANVERS MA 01923 N/A PC CONCURRENT DIALYSIS 10000 CURRY INGRAM ELEMENTARY SCHOOL 6544 MURRAY LANE BRENTWOOD TN 37027 N/A PC SCIENCE PROGRAM 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 50000 FAMILY HOSPICE 700 BOWER HILL ROAD SUITE 1405 PITTSBURGH PA 15243 N/A PC CONCURRENT DIALYSIS 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 METROPOLITAN MUSEUM OF ART 1000 FIFTH AVENUE NEW YORK NY 10028 N/A PC GENERAL SUPPORT 2500 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 PROGRAM 10000 SAINT THOMAS HEALTH FOUNDATION 4220 HARDING ROAD NASHVILLE TN 37205 N/A PC FRANK GLUCK PATIENT ASSISTANCE FUND 10000 THE MEDICAL LETTER INC 145 HUGUENOT STREET STE 312 NEW ROCHELLE NY 10801 N/A PC GENERAL SUPPORT 1000 WILLISTON NORTHAMPTION SCHOOL 19 PAYSON AVENUE EASTHAMPTON MA 01027 N/A PC SCIENCE PROGRAM 15000 WILMINGTON FRIENDS SCHOOL 101 SCHOOL RD WILMINGTON DE 19803 N/A PC SCIENCE PROGRAM 10000 173500 0 14 5722 14 69242 18 79451 OTHER INVESTMENT LOSS 01 -146 SECURITY LITIGATION PROCEEDS 14 45 0 154314 0 154314 0 0 0 0 0 0 0 0 0 0 130 SHRS. ALCON, INC. 11609 10245 270 SHRS. ALPHABET, INC. 12610 84510 286 SHRS. AMAZON.COM INC 23624 66015 70 SHRS. AMERICAN INTERNATIONAL GROUP INC 1745 5989 68 SHRS. AMETEK INC NEW 12056 13961 26 SHRS. AON PLC/IRELAND A 8379 9175 292 SHRS. APPLE INC 30471 79383 39 SHRS. APPLIED MATERIALS INC 5312 10023 65 SHRS. ASSURANT INC 13845 15655 260 SHRS. AT&T INC 4323 6458 15 SHRS. AXON ENTERPRISE, INC. 8845 8519 400 SHRS. BANK OF AMERICA CORPORATION 15121 22000 160 SHRS. BENTLEY SYSTEMS INC 7406 6106 62 SHRS. BERKSHIRE HATHAWAY INC DEL CL B 21553 31164 120 SHRS. BRISTOL-MYERS SQUIBB COMPANY 6504 6473 97 SHRS. BROADCOM INC 25175 33572 280 SHRS. C S X CORP 8924 10150 41 SHRS. CAPITAL ONE FINANCIAL CORPORATION 7310 9937 13 SHRS. CASEYS GENERAL STORES INC 7277 7185 260 SHRS. CHEWY, INC 4721 8593 320 SHRS. CISCO SYSTEMS INC 16748 24650 32 SHRS. CME GROUP INC 5626 8739 110 SHRS. COMERICA INC 7462 9562 40 SHRS. CONSTELLATION ENERGY 4461 14131 120 SHRS. COSTAR GROUP INC 9839 8069 110 SHRS. CRH PLC 6437 13728 14 SHRS. CUMMINS INC 5982 7146 110 SHRS. DELTA AIR LINES INC 6632 7634 59 SHRS. DIAMONDBACK ENERGY INC 8397 8869 110 SHRS. DOLBY LABORATORIES INC CL -A 8656 7064 180 SHRS. DOMINION RES INC VA NEW 8758 10546 52 SHRS. DOVER CORP 9095 10152 220 SHRS. E Q T CORPORATION 7413 11792 75 SHRS. EMERSON ELECTRIC CO 10074 9954 150 SHRS. ESTEE LAUDER COMPANIES CLASS A 13876 15708 149 SHRS. EXXON MOBIL CORP 17066 17931 370 SHRS. FIRST HORIZON NATIONAL CORP 5590 8843 590 SHRS. FORD MOTOR COMPANY 6408 7741 280 SHRS. FREEPORT MCMORAN COPPER & GOLD INC 12629 14221 11 SHRS. GE VERNOVA LLC 1932 7189 128 SHRS. GILEAD SCIENCES INC 12897 15711 29 SHRS. GOLDMAN SACHS GROUP INC 12056 25491 63 SHRS. HARRIS CORPORATION 13649 18495 88 SHRS. HOWMET AEROSPACE INC 5800 18042 48 SHRS. HUBBELL INC COM 18186 21317 18 SHRS. HUBSPOT, INC. 9574 7223 54 SHRS. HUMANA INC 14338 13831 10 SHRS. IDEXX LABS INC 5205 6765 60 SHRS. ILLUMINA INC 9220 7870 180 SHRS. INTERNATIONAL PAPER CO 8425 7090 13 SHRS. INTUITIVE SURGICAL INC 4863 7363 137 SHRS. JOHNSON & JOHNSON 22458 28352 85 SHRS. JP MORGAN CHASE & CO 8416 27389 200 SHRS. LAS VEGAS SANDS CORP 6913 13018 38 SHRS. MARATHON PETROLEUM CORP 5658 6180 16 SHRS. MASTERCARD INC 8872 9134 230 SHRS. MEDTRONIC, PLC ADR 19625 22094 44 SHRS. META PLATFORMS INC 30732 29044 201 SHRS. MICROSOFT CORPORATION 32268 97208 110 SHRS. NETFLIX COM INC 4845 10314 100 SHRS. NEWMONT MINING CORP 4491 9985 702 SHRS. NVIDIA CORP 19902 130923 230 SHRS. OLD REPUBLIC INTL CORP 10421 10497 120 SHRS. OMNICOM GROUP INC 11389 9690 290 SHRS. PFIZER INC 7630 7221 54 SHRS. PHILLIPS 66 8488 6968 50 SHRS. REPLIGEN CORP 7870 8193 70 SHRS. SCHWAB CHARLES CORP NEW 5166 6994 65 SHRS. SERVICENOW, INC. 13025 9957 45 SHRS. SHOPIFY INC 4638 7244 15 SHRS. SPOTIFY TECHNOLOGY S.A 8696 8711 34 SHRS. SYNOPSYS INC 14085 15970 40 SHRS. TEXAS INSTRUMENTS INC 7181 6940 131 SHRS. THE WALT DISNEY COMPANY 14830 14904 42 SHRS. THERMO FISHER SCIENTIFIC INC. 21967 24337 26 SHRS. TRANE TECHNOLOGIES PUBLIC LIMITED CO 646 10119 30 SHRS. UNITEDHEALTH GROUP INC 5942 9903 108 SHRS. VERALTO CORPORATION 9227 10776 140 SHRS. VOYA FINANCIAL INC 7074 10429 2617.801 SHRS. ARISTOTLE FLOATING RATE INCOME FUND CLASS I AT COST 25000 24660 25278.855 SHRS. BNY MELLON INTERMEDIATE BOND FUND AT COST 320137 306380 1698.335 SHRS. BNY MELLON INTERNATIONAL STOCK FUND - CLASS Y AT COST 21238 36616 5019.339 SHRS. CAUSEWAY INTL VALUE FD INST AT COST 105000 117954 32414.471 SHRS. DOUBLELINE CORE FIXED INCOME FUND -I AT COST 305000 303075 2354.381 SHRS. EMERGING MARKETS CORE EQUITY 2 PORTFOLIO AT COST 41948 68465 1470.012 SHRS. FULLERTHALER BEHAVIORAL SMALL-CAP GROWTH FUND AT COST 75000 79660 3785.011 SHRS. G Q G PARTNERS EMERGING MARKETS EQUITY FUND AT COST 50000 67373 5844.846 SHRS. GOLDMAN SACHS ABSOLUTE RETURN TRACKER FUND - I AT COST 55000 62598 2449.1142 SHRS. HOTCHKIS & WILEY HIGH YIELD FUND AT COST 25471 26083 565 SHRS. ISHARES DJ SELECT DIVIDEND INDEX FUND AT COST 65594 79744 1062 SHRS. ISHARES MSCI EAFE INDEX FD AT COST 68393 101984 131 SHRS. ISHARES S&P 500 INDEX FUND AT COST 57329 89727 3550 SHRS. ISHARES TR S & P MIDCAP 400 INDEX FD AT COST 210251 234300 593 SHRS. ISHARES TR S & P SMALLCAP 600 AT COST 47930 71267 420 SHRS. POWERSHARES S&P 500? EQUAL WEIGHT PORTFOLIO AT COST 64558 80455 340 SHRS. VANGUARD REAL ESTATE ETF AT COST 29709 30087 OTHER INVESTMENT EXPENSES 1 1 0 FILING FEES 250 0 250 OTHER INVESTMENT LOSS -146 -146 -146 SECURITY LITIGATION PROCEEDS 45 45 45 INVESTMENT MANAGEMENT FEES 14714 14714 0 FOREIGN TAXES PAID 974 974 0 8000 0 0