2026-08-27T11:37:43-05:00 2025-12-31 994260840 DOEREN MAYHEW 10 WINTHROP ST ROCHESTER NY 14607 990PF 2025-01-01 271506353 THE HARPER FAMILY FOUNDATION HARP 5857293049 160 WILKINSON ROAD FAIRPORT NY 14450 JOEL HARPER TRUSTEE 5857293049 2026-08-26 1 LORI JANSEN P00992565 5856732600 2026-08-26 2025 2025-03-06 01:10:19Z X 131276 X X 3211 3211 1715 14159 1715 4926 1715 3211 0 0 0 0 46 0 0 0 46 0 0 0 6099 6099 6145 0 0 6099 -1219 1715 3211 134 1360 1360 118822 116934 129916 118956 118294 131276 0 0 X 118956 118294 118956 118294 118956 118294 118956 -1219 557 118294 0 118294 FIDELITY LARGE CAP GROWTH INDEX FUND 2024-06-20 2025-01-27 2530 2289 241 241 ISHARES TR RUS MD COPGR ETF 2024-06-20 2025-01-27 265 221 44 44 ISHARES TRUST 0-5 YR HIGH YIELD CORP BD 2024-06-20 2025-01-27 1210 1182 28 28 VANGUARD INTL EQUITY INDEX FDS 2024-12-23 2025-01-28 400 406 -6 -6 FIEDLITY LARGE CAP GROWTH INDEX FUND 2024-06-20 2025-11-07 2729 2123 606 606 FIEDLITY LARGE CAP VALUE INDEX 2024-06-20 2025-11-07 829 710 119 119 FIDELTIY US BOND INDEX FUND 2024-06-20 2025-11-07 1403 1363 40 40 ISHARES TR ISHS 1-5YR INVS 2024-06-20 2025-11-07 106 103 3 3 ISHARS TRUST 0-5YR HIGH YIELD CORP BD 2024-06-20 2025-11-07 85 84 1 1 VANGUARD BD INDEX FDS ST 2024-06-20 2025-11-07 79 77 2 2 VANGUARD DEVELOPED MARKETS INDEX FD 2024-06-20 2025-11-07 2509 2095 414 414 VANGUARD INTL EQUITY INDEX FDS EMR 2024-06-20 2025-11-07 702 575 127 127 VANGUARD INTL EQUITY INDES FDS SMCAP 2023-07-13 2025-01-27 1260 1166 94 94 ISHARES INTL AGGREGATE BOND 2024-06-20 2025-11-07 52 50 2 2 1715 307 24 0 24 0 24 0 0 0 0 0 0 24 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 126971 1524 0 128495 0 0 128495 1927 126568 6328 6328 24 24 6304 0 6304 0 6304 6099 0 6099 6304 0 0 3212 98 722 482 4514 6099 0 0 0 6099 0 205 205 4309 0 0 0 0 0 0 3007 1302 98 722 482 JOEL HARPER X PLUTA CANCER FOUNDATION 125 RED CREEK DRIVE SUITE 205B ROCHESTER NY 14623 PC UNRESTRICTED, GENERAL DONATION 500 PERINTON AMBULANCE 1400 TURK HILL ROAD FAIRPORT NY 14450 PC UNRESTRICTED, GENERAL DONATION 530 BEGIN AGAIN HORSE RESCUE PO BOX 28 HONEOYE NY 14471 PC UNRESTRICTED, GENERAL DONATION 500 CURE CHILDHOOD CANCER 200 ASHFORD CENTER NORTH SUITE 250 ATLANTA GA 30338 PC UNRESTRICTED, GENERAL DONATION 518 AMERICAN DIABETES ASSOCIATION 2451 CRYSTAL DRIVE SUITE 900 ARLINGTON VA 22202 PC UNRESTRICTED, GENERAL DONATION 526 GENESEE COUNTRY MUSEUM 1410 FLINT HILL ROAD MUMFORD NY 14511 PC UNRESTRICTED, GENERAL DONATION 234 GEORGE EASTMAN HOUSE 900 EAST AVE ROCHESTER NY 14607 PC UNRESTRICTED, GENERAL DONATION 650 CAMP GOOD DAYS AND SPECIAL TIMES 1332 PITTSFORD MENDON ROAD MENDON NY 14506 PC UNRESTRICTED, GENERAL DONATION 500 LIVE LIKE LOU 2 SOUTH CAMPUS AVE OXFORD OH 45056 PC UNRESTRICTED, GENERAL DONATION 520 STOP SOLDIER SUICIDE 600 PARK OFFICES DR SUITE 105 DURHAM NC 27709 PC UNRESTRICTED, GENERAL DONATION 532 HABITAT FOR HUMANITY 322 WEST LAMAR STREET AMERICUS GA 31709 PC UNRESTRICTED, GENERAL DONATION 520 JANE GOODALL INSTITUTE 1120 20TH ST NW 520S WASHINGTON DC 20036 PC UNRESTRICTED, GENERAL DONATION 91 FREEDOM HUNT 200 FOURTH STREET LOGANSPORT IN 46947 PC UNRESTRICTED, GENERAL DONATION 50 SAFE HORIZON 2 LAFAYETTE STREET 3RD FLOOR NEW YORK NY 10007 PC UNRESTRICTED, GENERAL DONATION 269 AMERICAN CANCER SOCIETY PO BOX 6704 HAGERSTOWN MD 21741 PC UNRESTRICTED, GENERAL DONATION 158 6098 0 01 3211 01 1715 0 4926 0 4926 0 0 0 0 0 0 0 0 0 0 COMMONWEALTH FINANCIAL NETWORK AT COST 116934 129916 CONTRIBUTIONS 557 FOREIGN TAX PAID 46 0 0 0