2026-06-26T11:16:48-05:00 2025-12-31 133850905 FRANKEL LOUGHRAN STARR & VALLONE LLP 1475 FRANKLIN AVE GARDEN CITY NY 115301662 990PF 2025-01-01 203382501 THE WEIR FAMILY FOUNDATION INC WEIR 2399488183 26250 MIRA WAY BONITA SPRINGS FL 34134 CLAUDE WEIR PRESIDENT 2399488183 2026-06-25 1 PATTY BO P00282554 5168748800 2026-06-25 2025 2025-03-06 01:10:19Z X 791473 X 5650 X 1 1 1 1 16637 277622 16637 22289 16639 0 0 0 5650 2825 2825 245 245 0 5895 3070 2825 36025 36025 41920 3070 38850 -19631 13569 3905 7230 7230 46299 46299 975 975 257842 51215 55365 471926 607995 681468 69 136 136 733742 713850 791473 0 0 X 0 0 0 0 733742 713850 733742 713850 733742 713850 733742 -19631 0 714111 261 713850 PUBLICLY TRADED SECURITIES P 8851 9023 -172 -172 PUBLICLY TRADED SECURITIES P 266371 246270 20101 20101 CAP GAIN ADJ-INT SHORTFALL CONTINGENT DEBT REPAYMENT P 5692 -5692 -5692 CAPITAL GAINS DIVIDENDS P 2400 2400 2400 16637 189 0 189 0 189 399 0 0 0 399 0 210 210 0 0 0 0 0 0 0 0 0 0 0 1 1 NJ 1 0 0 0 0 1 N/A CLAUDE V WEIR JR 2399488183 26250 MIRA WAY BONITA SPRINGS FL 34134 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CLAUDE V WEIR JR 26250 MIRA WAY BONITA SPRINGS FL 34134 PRESIDENT 2.00 0 0 0 YVETTE ARSENEC-WEIR 26250 MIRA WAY BONITA SPRINGS FL 34134 SECTY/TREAS 2.00 0 0 0 NONE 0 NONE 0 0 757306 13128 0 770434 0 0 770434 11557 758877 37944 37944 189 189 37755 0 37755 0 37755 38850 0 38850 37755 15475 0 0 38850 15475 0 0 23375 0 0 0 0 0 0 0 0 14380 0 0 0 CLAUDE V WEIR JR X BRIDGEHAMPTON CHILDCARE & RECREATION CENTER 551 SAG HARBOR TPKE PO BOX 1197 BRIDGEHAMPTON NY 11932 NOT APPLICABLE PC TO SUPPORT GENERAL OPERATIONS 4625 COALITION FOR THE HOMELESS 129 FULTON ST NEW YORK NY 10038 NOT APPLICABLE PC TO SUPPORT GENERAL OPERATIONS 1400 EASTVILLE COMMUNITY HISTORICAL SOCIETY 139 HAMPTON ST SAG HARBOR NY 11963 NOT APPLICABLE PC TO SUPPORT GENERAL OPERATIONS 5000 MULTIPLE SCLEROSIS CENTER OF SW FLORIDA 8200 HEALTH CENTER BLVD 104 BONITA SPRINGS FL 34135 NOT APPLICABLE PC TO SUPPORT GENERAL OPERATIONS 5000 SOUTHAMPTON AFRICAN AMERICAN MUSEUM 245 N SEA RD SOUTHAMPTON NY 11968 NOT APPLICABLE PC TO SUPPORT GENERAL OPERATIONS 5000 ACLU FOUNDATION 125 BROAD STREET 18TH FLOOR NEW YORK NY 10004 NOT APPLICABLE PC TO SUPPORT GENERAL OPERATIONS 5000 SOUTHERN POVERTY LAW CENTER 403 WASHINGTON AVE MONTGOMERY AL 36104 NOT APPLICABLE PC TO SUPPORT GENERAL OPERATIONS 5000 NAACP 4805 MOUNT HOPE DR BALTIMORE MD 21215 NOT APPLICABLE PC TO SUPPORT GENERAL OPERATIONS 5000 36025 0 14 1 14 1 18 16637 0 16639 0 16639 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION FEES 5650 2825 2825 50,000.000 BANK OF AMERICA 51215 55365 1,388.000 RUNNING OAK EFFICIENT GROWTH ETF AT COST 42888 46276 8,337.966 VEST US LARGE CAP 10% AT COST 150005 183435 28,398.632 VEST US LARGE CAP 20% AT COST 200010 224917 11,627.000 FIRST TRUST VEST 2YR LGCP BUF AT COST 120005 129525 5,355.786 LAZARD GLOBAL LISTED INFRA INSTL CL AT COST 95087 97315 DIVIDEND RECEIVABLE 69 136 136 OTHER DECREASES 261 FOREIGN TAXES WITHHELD DIVIDENDS 180 180 0 INVESTMENT INTEREST EXPENSE 2 2 0 INVESTMENT EXPENSE 63 63 0