2026-03-30T09:56:06-05:00 2025-12-31 410746749 CLIFTONLARSONALLEN 29 SOUTH MAIN STREET 4TH FLOOR WEST HARTFORD CT 06107 990PF 2025-01-01 933954134 THE FLEET FAMILY FOUNDATION INC FLEE 4015957684 31 OCEAN REEF DR C101-216 KEY LARGO FL 33037 DANIELLE FLEET DIRECTOR 4015957684 2026-03-24 1 ALEXANDRA SPIELVOGEL P02040631 8605614000 2026-03-24 2025 2025-03-06 01:10:19Z X 1718986 X X 2918 2918 33449 34295 33353 249022 33436 69720 70649 0 0 0 20548 15033 5515 23630 949 0 44178 15982 5515 80000 80000 124178 15982 85515 -54458 54667 64473 70088 70088 1182716 1153606 1394290 280069 249106 254608 1527258 1472800 1718986 0 0 X 0 0 0 0 1527258 1472800 1527258 1472800 1527258 1472800 1527258 -54458 0 1472800 0 1472800 PUBLICLY TRADED SECURITIES 248728 215302 33426 33426 CAPITAL GAINS DIVIDENDS P 10 10 10 33436 760 0 760 0 760 0 0 0 0 0 39 799 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 0 0 0 1 N/A THE FOUNDATION 4015957684 31 OCEAN REEF DR C101-216 KEY LARGO FL 33037 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SAMUEL H FLEET 31 OCEAN DRIVE SUITE C101-216 KEY LARGO FL 33037 PRESIDENT 1.00 0 0 0 DEBRA J FLEET 31 OCEAN DRIVE SUITE C101-216 KEY LARGO FL 33037 TREASURER 1.00 0 0 0 ERIC BIELER 31 OCEAN DRIVE SUITE C101-216 KEY LARGO FL 33037 DIRECTOR 1.00 0 0 0 ALLISON FLEET 31 OCEAN DRIVE SUITE C101-216 KEY LARGO FL 33037 DIRECTOR 1.00 0 0 0 DANIELLE E FLEET 31 OCEAN DRIVE SUITE C101-216 KEY LARGO FL 33037 DIRECTOR 1.00 0 0 0 ZACHARY H FLEET 31 OCEAN DRIVE SUITE C101-216 KEY LARGO FL 33037 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 1581796 65024 0 1646820 0 0 1646820 24702 1622118 81106 81106 760 760 80346 0 80346 0 80346 85515 0 85515 80346 0 0 11650 11650 85515 0 0 0 80346 5169 0 0 16819 0 0 0 0 0 0 0 16819 11650 5169 SAMUEL H FLEET DEBRA J FLEET X NAVY SEAL MUSEUM 3300 NORTH STATE ROAD AIA FORT PIERE FL 34949 PC GENERAL CHARITABLE OPERATING SUPPORT 10000 FARM FRESH RHODE ISLAND 10 SIMS AVENUE PROVIDENCE RI 02909 PC FARM TO SCHOOL AND COMMUNITY EDUCATION PROGRAM 5000 TUNNELS TO TOWERS 2361 HYLAN BLVD STATEN ISLAND NY 10306 PC FIRST RESPONDER HOME PROGRAM 2025 5000 WOMEN AND INFANTS HOSPITAL 100 DUDLEY STREET PROVIDENCE RI 02905 PC GRANT FOR PURCHASE OF A GLIDESCOPE FOR THE NICU 32000 THE TOMORROW FUND RI HOSPITAL CAMPUS 593 EDDY STREET PROVIDENCE RI 02903 PC CAMP DOTTY PROGRAM 10000 MEALS ON WHEELS OF RHODE ISLAND 70 BATH STREET PROVIDENCE RI 02908 PC SENIOR HOME DELIVERED MEALS PROGRAM 8000 ERIC EVANS MEMORIAL CHARITABLE FUND INC 1220 FERRY ROAD NISKAYUNA NY 12309 PC GENERAL CHARITABLE OPERATING SUPPORT 10000 80000 0 14 2918 14 33449 18 33353 0 69720 0 69720 0 0 0 0 0 0 0 0 0 0 ISHARES CORE US AGGREGATE BOND ETF 233990 239412 STATE STREET SPDR PORTIF 15116 15196 3M COMPANY 4002 4643 ABBOTTLABS 6020 6515 ALPHABET INC SHS CL A 19954 35682 AMAZONCOM INC COM 19828 23082 APPLEINC 32680 41323 ASML HLDG NV NY REG SHS 6069 7489 ASTRAZENECA PLC SPND ADR 4458 5332 AT&T INC 4419 5291 BECTONDICKINSONCO 4214 3493 BERKSHIRE HATHAWAYINC 8587 9550 BLACKROCK INC REG SHS 4506 5352 BLACKSTONE INC 5351 5703 BOEING COMPANY 1380 1303 BOSTONSCIENTIFIC CORP 5479 6388 BROADCOM INC 20175 35994 CAPITAL ONE FINL 5056 5817 CHENIERE ENERGY 2597 2721 CHEVRONCORP 4639 4572 CISCO SYSTEMS INC COM 3143 4545 COCA COLA COM 4644 5173 CONSTELLATION ENERGY 1333 2120 COSTCO WHOLESALE CRP DEL 7993 7761 DEERE CO 2141 2328 DISNEY (WALT) CO COM STK 2070 2048 DUPONT DE NEMOURS INC 1763 2211 EATONCORP PLC 5632 5415 ELI LILLY & CO 4024 5373 EQUINIX INC 1692 1532 EXXONMOBIL CORP COM 6308 6739 FREEPORT-MCMORANINC 4595 5536 GE AEROSPACE 3914 5853 GENERAL MOTORS CO 2674 4473 HILTONWORLDWIDE 3691 4309 HOME DEPOT INC 7187 6538 ISHARES RUSSELL MIDCAP 265545 302095 ISHARES TRRUSSELL 2000 114905 132680 JOHNSON AND JOHNSON COM 4102 5381 JPMORGANCHASE & CO 9670 14178 KKR& COINC CLA 5078 5482 MARVELL TECH INC 6257 6119 MASTERCARD INC 4308 4567 MCDONALDS CORP COM 5778 5807 MERCK AND COINC SHS 3820 3158 METAPLATFORMS INC 12295 13862 MICROSOFT CORP 34138 38206 MONDELEZ INTERNATIONAL 4420 3445 MORGANSTANLEY 5895 9587 NEXTERA ENERGY INC SHS 3970 4737 NVIDIA 31179 47931 PALANTIR TECHNOLOGIES 5033 4622 PALO ALTO NETWORKS INC 9158 9394 PNC FINCL SERVICES GROUP 3014 3757 PROCTER & GAMBLE CO 4399 3869 PROLOGIS INC 3491 3702 QNITY ELECTRONICS INC 2526 2245 QUANTA SERVICES INC 6782 10129 RTX CORP 4648 7519 SALESFORCE INC 8025 6888 SEMPRA 4683 5121 SPDR SPBIOTECH 5503 7194 SYSCO CORPORATION 4966 4642 TESLA INC 8941 11693 THERMO FISHER SCIENTIFIC 6705 6953 UBER TECHNOLOGIES INC 2520 2615 UNION PACIFIC CORP 2668 2545 UNITEDHEALTH GROUP INC 5071 3301 VALERO ENERGY CORP NEW 2485 2442 VANGUARD FTSE DEVELOPED 187346 238823 VANGUARD FTSE EMERGING 108046 134615 VERTIV HLDGCO 5953 9073 VISA INC CLA SHRS 9648 11223 VISTRA CORP 2219 2743 WALMARTINC 5041 7353 WASTE MANAGEMENT INC NEW 5250 5493 WELLS FARGO & CO 5907 6897 INVESTMENT MANAGEMENT FEE 9518 9518 0 TAX SERVICE PROFESSIONAL FEES 11030 5515 5515 FOREIGN TAXES 0 949 0 EXCISE TAXES 23630 0 0