2026-02-19T05:39:03-08:00 2025-12-31 811087389 MONTAGE TAX A PROFESSIONAL CORPORATION 2872 N 3480 W Lehi UT 84048 990PF 2025-01-01 770442117 The Ken and Judith Joy Family Foundation KENA 4159993114 5500 Alpine Road Portola Valley CA 94028 Ken Joy CFO 2026-02-19 true David Faulk P00388856 4087788571 2025 2025-03-06 01:10:19Z X 3915775 X X 2650 2650 292546 292546 139348 1717801 139348 434544 434544 4310 4310 7076 11386 4310 0 250000 250000 261386 4310 250000 173158 430234 680726 368429 368429 2934578 3420033 3547346 3615304 3788462 3915775 0 X 3615304 3788462 3615304 3788462 3615304 3788462 3615304 173158 3788462 3788462 Comm Serv Sel Sect SPDR P 2025-01-01 2025-12-01 178622 149214 29408 29408 Cons Discret Sel Sect SPDR P 2025-01-01 2025-12-01 204933 191613 13320 13320 Global X NASD 100 Cov Call P 2001-01-01 2025-12-01 757302 743544 13758 13758 Industrial Sel Sect SPDR P 2025-01-01 2025-12-01 74344 69290 5054 5054 Neuberger Berman Next Gen Fund P 2025-01-01 2025-12-01 163870 152775 11095 11095 Range Nuclear Renaissance P 2025-01-01 2025-12-01 86419 59299 27120 27120 Financial Select SPRD P 2025-01-01 2025-12-01 66769 66222 547 547 The Technology Sel Sect SPDR P 2025-01-01 2025-12-01 185542 146496 39046 39046 139348 125590 5980 5980 5980 5200 5200 780 0 false false false false false false false true true CA true false false false false true N/A Hilary Harmssen SecDirector 4159993114 5500 Alpine Road Portola Valley CA 94028 false false false false false false false false false false false false false false false false false false false false false false Hilary Joy Harmssen 5500 Alpine Road Portola Valley CA 94028 Sec / Director 1.00 0 Matthew T Joy 726 Wildwood Road SW Roanoke VA 24014 Director 1.00 0 Ken E Joy 30 Avalon Point Road Chatham MA 02622 CFO / Director 1.00 0 Sian Joy Durgin 58 Perry Street 1RE New York NY 10014 Director 1.00 0 Jennifer L Joy 58 Perry Street 1RE New York NY 10014 Pres / Director 1.00 0 Joshua A Harmssen 5500 Alpine Road Portola Valley CA 94028 Director 1.00 0 Jessica M Joy 726 Wildwood Road SW Roanoke VA 24014 Director 1.00 0 NONE NONE None 0 3288648 524578 0 3813226 0 3813226 57198 3756028 187801 187801 5980 5980 181821 181821 181821 250000 250000 181821 35015 21698 51626 60849 49561 218749 250000 0 181821 68179 286928 0 35015 251913 21698 51626 60849 49561 68179 Ken E Joy X See Attachment A See Attachment A See Attachment A CA 94028 PC See Attachment A 250000 250000 See Attachment A See Attachment A See Attachment A CA 94028 PC See Attachment A 291000 291000 14 2650 14 292546 18 139348 434544 434544 false false false false false false false false false false Accounting Fees 4310 4310 0 0 CA Secretary of State 100 Federal Excise Taxes Paid 6976