2026-03-13T15:31:06-05:00 2025-12-31 331374517 PKF O'CONNOR DAVIES ADVISORY LLC 20 COMMERCE DRIVE SUITE 301 CRANFORD NJ 070163618 990PF 2025-01-01 223513671 MELVIN R GOODES FAMILY FOUNDATION MELV 9732067100 230 SUNRISE AVENUE B-135 PALM BEACH FL 334803616 NANCY GOODES PRESIDENT 9732067100 2026-03-13 1 SCOTT BROWN P02104034 9082726200 2026-03-13 2025 2025-03-06 01:10:19Z X X 1521940 X X 99 99 37987 37987 60343 668736 60343 98429 98429 0 0 0 2270 0 2270 3236 3236 0 31 0 31 5537 3236 2301 210000 210000 215537 3236 212301 -117108 95193 326477 707517 707517 1160850 662702 814423 1487327 1370219 1521940 0 0 X 1487327 1370219 1487327 1370219 1487327 1370219 1487327 -117108 0 1370219 0 1370219 SALE OF MARKETABLE SECURITIES P 625548 608393 17155 17155 CAPITAL GAINS DIVIDENDS P 43188 43188 43188 60343 1323 0 1323 0 1323 2489 0 0 0 2489 0 1166 1166 0 0 0 0 0 0 0 0 0 0 0 1 1 NJ 1 0 0 0 0 1 N/A NANCY GOODES 9732067100 230 SUNRISE AVENUE SUITE B-135 PALM BEACH FL 334803616 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 NANCY GOODES 230 SUNRISE AVENUE SUITE B-135 PALM BEACH FL 334803616 PRESIDENT 0.25 0 0 0 NONE 0 NONE 0 0 1025403 510238 0 1535641 0 0 1535641 23035 1512606 75630 75630 1323 1323 74307 0 74307 0 74307 212301 0 212301 74307 0 0 637932 238215 397927 508909 427443 2210426 212301 0 0 0 74307 137994 0 0 2348420 0 0 0 0 0 0 637932 1710488 238215 397927 508909 427443 137994 NANCY GOODES 230 SUNRISE AVENUE SUITE B-135 PALM BEACH FL 334803616 9732067100 APPLICATIONS SHOULD BE IN WRITING AND CONTAIN A DETAILED DESCRIPTION OF THE PROJECT FOR WHICH FUNDING IS REQUESTED. N/A THE FOUNDATION DOES NOT MAKE ANY GIFTS TO INDIVIDUALS OR TO ORGANIZATIONS THAT ARE PRIVATE FOUNDATIONS. ALZHEIMER'S DRUG DISCOVERY FOUNDATION 57 W 57TH STE 904 NEW YORK NY 10019 N/A PC GENERAL PURPOSES 100000 BREAKTHROUGH T1D 1480 US-9 WOODBRIDGE NJ 07095 N/A PC GENERAL PURPOSES 100000 SPARKLES FOUNDATION 448 IGNACIO BLVD NOVATO CA 94949 N/A PC GENERAL PURPOSES 10000 210000 0 14 99 14 37987 18 60343 0 98429 0 98429 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION FEES 2270 0 2270 AMERICAN FUNDS BOND FUND OF AMER F3 - 3,187.0880 SHARES AT COST 35214 36492 VANGUARD SHORT-TERM BOND INDEX ADM - 3,113.0530 SHARES AT COST 31825 32189 AMERICAN FUNDS INTL GR AND INC F3 - 1,787.0480 SHARES AT COST 58301 79738 BEACON PLANNED RETURN STRATEGY INSTL - 20,357.0660 SHARES AT COST 199310 200314 FIDELITY ADVISOR WORLDWIDE I - 2,236.2140 SHARES AT COST 77239 80325 HARRISON STREET REAL ASSETS FUND - 261.5560 SHARES AT COST 6011 7465 VANGUARD DIVIDEND GROWTH FUND INV - 2,321.2400 SHARES AT COST 59678 76253 ISHARES CORE S&P SMALL (IJR) - 481 SHARES AT COST 38783 57807 ISHARES GOLD ETF (IAU) - 393 SHARES AT COST 13336 31900 ISHARES 1-3 YEAR TREASURY (SHY) - 387 SHARES AT COST 31687 32051 VANGUARD SHORT TERM CORP (VCSH) - 406 SHARES AT COST 30733 32370 VANGUARD TOTAL STOCK (VTI) - 440 SHARES AT COST 80585 147519 STATE FILING FEE 31 0 31 INVESTMENT MANAGER FEES 3236 3236 0