2025-02-07T11:58:37-06:00 2024-10-31 202863739 VISTA TAX GROUP LLC 120 COLUMBIA TURNPIKE FLORHAM PARK NJ 07932 990PF 2023-11-01 200482457 THE ANBINDER FAMILY FOUNDATION ANBI 9735930500 VISTA TAX 120 COLUMBIA TPK 3 FLORHAM PARK NJ 07932 TYLER ANBINDER DIRECTOR/VP 9735930500 2025-02-07 1 0 IRINA TAFEL P01411283 9735930500 2025-01-28 2023 2025-03-06 01:10:19Z X 2166925 X X 2818 2818 46493 46493 61915 179366 61915 111226 111226 0 0 0 914 457 457 3780 1890 1890 10771 10771 0 72 72 0 15537 13190 2347 230000 230000 245537 13190 232347 -134311 98036 37065 20280 20280 1424092 1314749 2146645 8183 0 0 1469340 1335029 2166925 0 0 X 0 0 0 0 1469340 1335029 1469340 1335029 1469340 1335029 1469340 -134311 0 1335029 0 1335029 ISHARES 0-5 YEAR HIGH YIELD CORP BOND ETF 2018-12-12 2024-10-14 8163 8689 -526 -526 VANGUARD FTSE DEVELOPED MKTS CMN ETF 2017-11-03 2024-10-14 5969 5100 869 869 VANGUARD TOTAL STK MKT ETF 2018-11-29 2024-10-14 135267 65926 69341 69341 VANGUARD SHORT TERM CMN SERIES CORP BD ETF 2018-11-29 2024-10-14 29967 29628 339 339 MEZZANINE PARTNERS V P 2023-11-01 8108 -8108 -8108 61915 1363 0 1363 0 1363 2456 0 0 0 2456 0 1093 1093 0 0 0 0 0 0 0 0 0 0 0 1 1 DE VA 1 0 0 0 0 1 N/A VISTA TAX GROUP LLC 9735930500 120 COLUMBIA TURNPIKE SUITE 3 FLORHAM PARK NJ 07932 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 STEPHEN ANBINDER VISTA TAX GROUP 120 COLUMBIA TPK FLORHAM PARK NJ 07932 PRESIDENT 1.00 0 0 0 TYLER ANBINDER VISTA TAX GROUP 120 COLUMBIA TPK FLORHAM PARK NJ 07932 SECRETARY/TREASURER 1.00 0 0 0 TRACY BARON VISTA TAX GROUP 120 COLUMBIA TPK FLORHAM PARK NJ 07932 VICE PRESIDENT 1.00 0 0 0 NONE 0 NONE 0 0 2149456 47617 0 2197073 0 0 2197073 32956 2164117 108206 108206 1363 1363 106843 0 106843 0 106843 232347 0 232347 106843 0 0 193233 129657 155111 133010 208358 819369 232347 0 0 0 106843 125504 0 0 944873 0 0 0 0 0 0 193233 751640 129657 155111 133010 208358 125504 X AMERICAN JEWISH WORLD SERVICE INC 45 W 36TH ST 11TH FL NEW YORK NY 10018 N/A PC GENERAL & UNRESTRICTED 3000 AMERICAN NATIONAL RED CROSS PO BOX 37839 BOONE IA 50037 N/A PC GENERAL & UNRESTRICTED 10000 AMERICAN UNIVERSITY - WAMU 885 4401 CONNECTICUT AVE NW WASHINGTON DC 20008 N/A PC GENERAL & UNRESTRICTED 1000 BRADY CENTER TO PREVENT GUN VIOLENCE 840 1ST ST NE STE 400 WASHINGTON DC 20002 N/A PC GENERAL & UNRESTRICTED 4500 BREAST CANCER RESEARCH FOUNDATION INC 28 W 44TH ST STE 609 NEW YORK NY 10036 N/A PC GENERAL & UNRESTRICTED 2000 CHILDRENS VILLAGE INC 1 ECHO HILLS DOBBS FERRY NY 10522 N/A PC THE WAY PROGRAM 1000 CITY HARVEST INC 6 E 32ND ST NEW YORK NY 10016 N/A PC GENERAL & UNRESTRICTED 2500 CITYMEALS ON WHEELS INC 355 LEXINGTON AVENUE NEW YORK NY 10017 N/A PC GENERAL & UNRESTRICTED 2500 CONGREGATIONS LINKED IN URBAN STRATEGY TO EFFECT RENEWAL INC 20 S BROADWAY STE 501 YONKERS NY 10701 N/A PC GENERAL & UNRESTRICTED 5000 CURE ALZHEIMER'S FUND 34 WASHINGTON ST SUITE 310 WELLESLEY HILLS MA 02481 N/A PC GENERAL & UNRESTRICTED 2000 DOCTORS WITHOUT BORDERS USA INC PO BOX 5030 HAGERSTOWN MD 21741 N/A PC GENERAL & UNRESTRICTED 10000 EQUAL JUSTICE INITIATIVE 122 COMMERCE ST MONTGOMERY AL 36104 N/A PC GENERAL & UNRESTRICTED 5000 FEEDING WESTCHESTER 200 CLEARBROOK ROAD ELMSFORD NY 10523 N/A PC GENERAL & UNRESTRICTED 3000 FILMAIDINTERNEWS PO BOX 4448 ARCATA CA 95518 N/A PC GENERAL & UNRESTRICTED 10000 FOOD & FRIENDS INC 219 RIGGS RD NE WASHINGTON DC 20011 N/A PC GENERAL & UNRESTRICTED 20000 FRIENDSHIP PLACE 4713 WISCONSIN AVE NW WASHINGTON DC 20016 N/A PC GENERAL & UNRESTRICTED 3500 GLOBAL PARTNERS FOR DEVELOPMENT 320 PROFESSIONAL CENTER DR STE 210 ROHNERT PARK CA 34928 N/A PC GENERAL & UNRESTRICTED 11000 GOODWEAVE INTERNATIONAL 1111 14TH ST NW STE 820 WASHINGTON DC 20005 N/A PC GENERAL & UNRESTRICTED 6000 GROUNDWORK HUDSON VALLEY INC 22 MAIN ST 2ND FL YONKERS NY 10701 N/A PC GENERAL & UNRESTRICTED 12500 INTERNATIONAL RESCUE COMMITTEE INC 122 E 42ND ST 12TH FL NEW YORK NY 10168 N/A PC GENERAL & UNRESTRICTED 9000 MIAMI CITY BALLET 2200 LIBERTY AVE MIAMI BEACH FL 33139 N/A PC GENERAL & UNRESTRICTED 20000 NAACP 4805 MT HOPE DRIVE BALTIMORE MD 21215 N/A PC GENERAL & UNRESTRICTED 3000 NAMI 3803 N FIARFAX DR STE100 ARLINGTON VA 22203 N/A PC GENERAL & UNRESTRICTED 2000 NATIONAL PUBLIC RADIO INC PO BOX 791490 BALTIMORE MD 21279 N/A PC GENERAL & UNRESTRICTED 5000 NEW ISRAEL FUND 2100 M ST NW STE 619 WASHINGTON DC 20037 N/A PC GENERAL & UNRESTRICTED 13500 NEW YORK CITY BALLET INC 20 LINCOLN CENTER PLZ NEW YORK NY 10023 N/A PC THE DANCER WELLNESS PROGRAM 20000 PLANNED PARENTHOOD FEDERATION OF AMERICA 123 WILLIAMS ST 10TH FL NEW YORK NY 10038 N/A PC GENERAL & UNRESTRICTED 3000 SPRING COMMUNITY PARTNERS PO BOX 325 DOBBS FERRY NY 10522 N/A PC GENERAL & UNRESTRICTED 5000 THE PALM BEACH COUNTY LITERACY COALTIION INC 3651 QUANTUM BLVD BOYNTON BEACH FL 33426 N/A PC GENERAL & UNRESTRICTED 2500 TOWN OF PALM BEACH UNITED WAY INC 44 COCOANUT ROW STE 201 PALM BEACH FL 33480 N/A PC GENERAL & UNRESTRICTED 25000 UNITED STATES FUND FOR UNICEF 125 MAIDEN LN 10TH FLR NEW YORK NY 10038 N/A PC GENERAL & UNRESTRICTED 2500 WESLEYAN UNIVERSITY 318 HIGH ST MIDDLETOWN CT 06459 N/A PC GENERAL & UNRESTRICTED 2500 CHILD FAMILY HEALTH INTERNATIONAL 11135 SAN PABLO AVE 929 EL CERRITO CA 94530 N/A PC GENERAL & UNRESTRICTED 2500 230000 0 14 2818 14 46493 18 61915 0 111226 0 111226 0 0 0 0 0 0 0 0 0 0 ACCOUNTING/TAX PREP 3780 1890 1890 ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF 105635 99261 VANGUARD INDEX FUNDS VANGUARD TOTAL STK MKT ETF 824771 1652456 VANGUARD SHORT TERM CMN SERIES . CORPORATE BOND ETF 323806 326541 VANGUARD FTSE DEVELOPED MKTS CMN ETF 60537 68387 LEGAL FEES 914 457 457 MEZZANINE PARTNERS V/DISTRESSED MANAGERS (CONCENTRATED) II ACCESS LP 72 72 0 INVESTMENT MANAGEMENT FEES 10771 10771 0