2026-07-14T13:12:02-05:00 2025-12-31 592840381 PHILLIPS FELDMAN GROUP 801 LAUREL OAK DRIVE SUITE 303 NAPLES FL 341082764 990PF 2025-01-01 611580005 THOMAS J AND CAROL J JOSEPH FOUNDATION INC THOM 9202161296 4490 HARBOR VILLAGE DRIVE OMRO WI 54963 THOMAS J JOSEPH PRESIDENT 9202161296 2026-07-14 1 STEPHANIE J FELDMAN CPA P01282983 2395661600 2025 2025-03-06 01:10:19Z X 1353810 X 0 X 24323 24323 31270 394506 31474 55593 55797 0 0 0 5953 5953 0 536 536 0 6489 6489 0 0 0 6489 6489 0 49104 49308 206 98 98 89503 95789 95789 905568 948494 1257923 995277 1044381 1353810 0 0 X 1481827 1481827 0 0 -486550 -437446 995277 1044381 995277 1044381 995277 49104 0 1044381 0 1044381 MORAN WEALTH - 039000 P 2025-01-01 2025-12-31 173662 184566 -10904 -10904 MORAN WEALTH - 039000 P 2023-01-01 2025-12-31 151404 133420 17984 17984 MORAN WEALTH - 039000 P 2023-01-01 2025-12-31 69440 45046 24394 24394 31474 685 0 685 0 685 0 0 0 0 0 35 720 0 0 0 0 0 0 0 0 0 0 1 1 WI 1 0 0 0 0 1 N/A THOMAS JOSEPH 9202161296 4490 HARBOR VILLAGE DRIVE OMRO WI 54963 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 THOMAS J JOSEPH 4490 HARBOR VILLAGE DRIVE OMRO WI 54963 PRESIDENT 0.00 0 0 0 CAROL J JOSEPH 4490 HARBOR VILLAGE DRIVE OMRO WI 54963 TREASURER/SECRETARY 0.00 0 0 0 NONE 0 NONE 0 0 1189081 92798 0 1281879 0 0 1281879 19228 1262651 63133 63133 685 685 62448 0 62448 0 62448 0 0 0 62448 0 0 451586 254864 561574 340625 1608649 0 0 0 0 0 0 62448 62448 1546201 0 0 0 0 0 0 389138 1157063 254864 561574 340625 THOMAS J JOSEPH 4490 HARBOR VILLAGE DRIVE OMRO WI 54963 9206850870 LETTER FORMAT NONE NONE 0 0 14 24323 18 31270 0 55593 0 55593 11 INCOME EARNED FROM INVESTMENT 0 0 0 0 0 0 0 0 0 0 ABERCROMBIE & FITCH CO CL 3112 2392 AFFILIATED MANAGERS GROUP INC 2514 4612 AFLAC INC COM 5481 7498 AGNICO EAGLE MINES LIMITED 369 1187 AGREE RLTY CORP 1186 1441 ALAMOS GOLD INC NEW 471 1431 ALCOA CORP 1565 1807 ALPHABET INC CL A 4517 10329 AMBEV S A 5970 5469 AMERICAN EXPRESS CO COM 5044 6659 AMERIPRISE FINL INC 7428 10787 AMPHENOL 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