2026-08-18T10:37:19-05:00 2026-06-30 331374517 PKF O'CONNOR DAVIES ADVISORY LLC 245 PARK AVENUE 12TH FLOOR NEW YORK NY 10167 990PF 2025-07-01 871485086 THE ROBINSON FAMILY FOUNDATION ROBI 9176874977 CO PKF OCONNOR 500 MAMARONECK AV HARRISON NY 10528 ALEXANDER C ROBINSON CHAIRMAN, PRESIDENT & TREASURE 9176874977 2026-08-13 1 JOSEPH L ALI CPA P02093808 2122862600 2025 2025-03-06 01:10:19Z X 3157986 X 250000 912 912 61678 61678 148118 671754 148118 460708 210708 0 0 0 6039 0 6039 16638 16638 0 1298 0 0 611 0 611 24586 16638 6650 853503 853503 878089 16638 860153 -417381 194070 125584 750768 750768 148407 21655 21655 590000 0 0 2524181 2385563 2385563 3388172 3157986 3157986 0 0 X 3388172 3157986 3388172 3157986 3388172 3157986 3388172 -417381 187195 3157986 0 3157986 PUBLICLY TRADED SECURITIES P 671585 523636 147949 147949 CAPITAL GAINS DIVIDENDS P 169 169 169 148118 2698 0 2698 0 2698 0 0 0 0 0 X 38 2736 0 0 0 0 0 0 0 0 0 0 1 1 DE 1 0 0 0 0 1 ROBINSONFAMILYFOUNDATION.ORG THE ROBINSON FAMILY FOUNDATION 9176874977 C/O PKF OCONNOR 500 MAMARONECK AVE HARRISON NY 10528 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ALEXANDER C ROBINSON C/O PKF OCONNOR 500 MAMARONECK AVE HARRISON NY 10528 CHAIRMAN, PRESIDENT & TREASURER 2.00 0 0 0 MONICA L ROBINSON C/O PKF OCONNOR 500 MAMARONECK AVE HARRISON NY 10528 DIRECTOR & SECRETARY 2.00 0 0 0 NONE 0 NONE 0 0 2312160 70897 516720 2899777 0 0 2899777 43497 2856280 142814 142814 2698 2698 140116 0 140116 0 140116 860153 0 860153 140116 0 0 13340 142314 479161 527493 1162308 860153 0 0 0 140116 720037 0 0 1882345 0 0 0 0 0 0 0 1882345 13340 142314 479161 527493 720037 ALEXANDER C ROBINSON MONICA L ROBINSON X AN CLAIDHEAMH SOLUIS INC (DBA THE IRISH ARTS CENTER) 726 11TH AVE NEW YORK NY 10019 N/A PC ANNUAL STEWARDSHIP APPEAL 10000 ARCHDIOCESE OF NEW YORK 488 MADISON AVE 3RD FL NEW YORK NY 10022 N/A PC THE CARDINAL'S ANNUAL STEWARDSHIP APPEAL 5000 FRANCISCAN MISSION ASSOCIATES 274-280 W LINCOLN AVE MT VERNON NY 10551 N/A PC GENERAL PURPOSES 2500 HAVERFORD COLLEGE 370 LANCASTER AVE HAVERFORD PA 19041 N/A PC ANNUAL GIVING 61001 HAVERFORD COLLEGE 370 LANCASTER AVE HAVERFORD PA 19041 N/A PC THE ALEXANDER ROBINSON 1996 SUMMER FELLOWS PROGRAM FUND 400000 PHILLIPS EXETER ACADEMY 20 MAIN ST EXETER NH 03833 N/A PC THE EXETER FUND 25001 PHILLIPS EXETER ACADEMY 20 MAIN ST EXETER NH 03833 N/A PC DINING HALL FUND 25000 THE DALTON SCHOOL 108 E 89TH ST NEW YORK NY 10128 N/A PC ANNUAL FUND 25001 THE DALTON SCHOOL 108 E 89TH ST NEW YORK NY 10128 N/A PC THE MONICA AND ALEXANDER ROBINSON PROFESSIONAL DEVELOPMENT FUND 50000 THE TRUSTEES OF PRINCETON UNIVERSITY 701 CARNEGIE CTR PRINCETON NJ 08540 N/A PC ANNUAL GIVING 100000 THE TRUSTEES OF PRINCETON UNIVERSITY 701 CARNEGIE CTR PRINCETON NJ 08540 N/A PC HOLLAND-ROBINSON FAMILY VENTURE FORWARD SCHOLARSHIP FUND 50000 THE TRUSTEES OF PRINCETON UNIVERSITY 701 CARNEGIE CTR PRINCETON NJ 08540 N/A PC THE MONICA HOLLAND ROBINSON '96 SERVICE INTERNSHIP FUND 100000 853503 0 14 912 14 61678 18 148118 0 210708 0 210708 0 0 0 0 0 0 0 0 0 0 X X 1 ALEXANDER C AND MONICA L ROBINSON 810 SEVENTH AVENUE 19TH FLOOR NEW YORK NY 10019 250000 X ACCOUNTING AND TAX RETURN PREPARATION 6039 0 6039 COMMUNICATION SERVICES SELECT SECTOR SPDR (XLC) 137.000 SHS FMV 14675 14675 CONSUMER DISCRETIONARY SELECT SECTOR SPDR (XLY) 133.000 SHS FMV 15598 15598 CONSUMER STAPLES SELECT SECTOR SPDR (XLP) 213.000 SHS FMV 17694 17694 ENERGY SELECT SECTOR SPDR (XLE) 310.000 SHS FMV 16464 16464 FIDELITY 500 INDEX FUND (FXAIX) 2,507.329 SHS FMV 654990 654990 FIDELITY INTL INDX (FSPS) 1,463.224 SHS FMV 97934 97934 FINANCIAL SELECT SECTOR SPDR (XLF) 699.000 SHS FMV 37473 37473 HEALTH CARE SELECT SECTOR SPDR (XLV) 194.000 SHS FMV 30780 30780 INDUSTRIAL SELECT SECTOR SPDR (XLI) 122.000 SHS FMV 22598 22598 ISHARES 7-10 YEAR TREASURY BOND ETF (IEF) 336.000 SHS FMV 31776 31776 ISHARES CORE MSCI DEVELOPED MARKETS ETF (IDEV) 36.000 SHS FMV 3204 3204 ISHARES CORE MSCI EUROPE ETF (IEUR) 239.000 SHS FMV 17966 17966 ISHARES CORE MSCI PACIFIC ETF (IPAC) 95.000 SHS FMV 7783 7783 ISHARES GLOBAL HEALTHCARE ETF (IXJ) 34.000 SHS FMV 3345 3345 ISHARES GLOBAL INDUSTRIALS ETF (EXI) 34.000 SHS FMV 6817 6817 ISHARES MBS ETF (MBB) 755.000 SHS FMV 71363 71363 ISHARES MSCI CANADA ETF (EWC) 351.000 SHS FMV 20232 20232 ISHARES MSCI EUROPE FINANCIALS ETF (EUFN) 85.000 SHS FMV 3314 3314 ISHARES MSCI JAPAN ETF (EWJ) 117.000 SHS FMV 10913 10913 ISHARES MSCI PACIFIC EX JAPAN ETF (EPP) 95.000 SHS FMV 5060 5060 ISHARES US TREASURY BOND ETF (GOVT) 1,773.000 SHS FMV 40389 40389 JPM 100% US TREAS FD - AGENCY (VPIXX) 88,753.970 SHS FMV 88754 88754 PGIM HIGH YIELD-R6 (PHYQX) 4,399.810 SHS FMV 21075 21075 TENOR OPPORTUNITY FUND, LTD FMV 561707 561707 UTILITIES SELECT SECTOR SPDR (XLU) 236.000 SHS FMV 10700 10700 VANGUARD COMMUNICATION SERVICES ETF (VOX) 52.000 SHS FMV 9565 9565 VANGUARD CONSUMER DISCRETIONARY ETF (VCR) 29.000 SHS FMV 11502 11502 VANGUARD FTSE EUROPE ETF (VGK) 378.000 SHS FMV 33468 33468 VANGUARD INFO TECH ETF (VGT) 923.000 SHS FMV 110317 110317 VANGUARD INT-TERM CORPORATE BOND ETF (VCIT) 671.000 SHS FMV 55458 55458 VANGUARD S&P 500 GROWTH ETF (VOOG) 774.000 SHS FMV 63948 63948 VANGUARD SHORT-TERM BOND ETF (BSV) 9.000 SHS FMV 701 701 VANGUARD TOTAL BOND MARKET ETF (BND) 2,578.000 SHS FMV 189251 189251 VANGUARD TOTAL INTL BOND ETF (BNDX) 2,039.000 SHS FMV 98749 98749 COMPLIANCE SERVICES 141 0 141 WEBSITE EXPENSES 386 0 386 FILING FEES 84 0 84 UNREALIZED GAIN ON INVESTMENTS 187195 INVESTMENT MANAGEMENT 16638 16638 0 FEDERAL EXCISE TAX 1298 0 0