2026-05-08T15:05:40-05:00 2025-12-31 PIONEER FRANKLIN MONROE LLC 2101 4TH AVENUE SUITE 860 SEATTLE WA 98121 990PF 2025-01-01 464323935 GIGI & AVERELL H MORTIMER FOUNDATION % ARDEN ASSET MANAGEMENT INC GIGI 8453512327 PO Box 1022 Harriman NY 10926 AVERELL MORTIMER PRESIDENT 8453512327 2026-05-08 true KENNETH RAGSDALE P00295413 2068384857 2026-05-08 2025 2025-03-06 01:10:19Z X 1967495 X 370019 104 104 19575 19102 3411 91138 3792 0 205396 0 598505 22998 0 0 0 0 0 0 1787 1787 263 17 638 2688 1804 0 0 60000 60000 62688 1804 0 60000 535817 21194 0 67165 20763 20763 1364513 1946732 1946732 0 0 0 1431678 1967495 1967495 58 58 58 58 X 1431620 1967437 1431620 1967437 1431678 1967495 1431620 535817 1967437 1967437 JPM #80008 - SHORT TERM COVERED P 2025-12-30 6364 9144 -2780 -2780 JPM #80008 - LONG TERM COVERED P 2025-12-31 61369 57153 4216 4216 4 UNITS OF SERVICENOW INC P 2022-05-11 2025-12-18 612 612 612 JPM #98009 - LONG TERM COVERED 2021-05-14 2025-12-31 22787 21050 1737 1737 ATTACHMENT D-1 P 2025-12-31 7 7 7 3792 0 295 295 295 0 0 295 0 false false false false false false false true true NY true false true false false true N/A ARDEN ASSET MANAGEMENT INC 2124462043 PO BOX 1022 Harriman NY 10926 false false false false false false false false false false false false false false false false false false false false false JEAN M MORTIMER C/O ARDEN ASSET MANAGEMENT INC PO Box 1022 Harriman NY 10926 CHAIRMAN 0 0 0 0 AVERELL H MORTIMER C/O ARDEN ASSET MANAGEMENT INC PO Box 1022 Harriman NY 10926 PRESIDENT/TREASURER 0 0 0 0 MAXWELL H MORTIMER C/O ARDEN ASSET MANAGEMENT INC PO Box 1022 Harriman NY 10926 SECRETARY 0 0 0 0 HUME R STEYER C/O ARDEN ASSET MANAGEMENT INC PO Box 1022 Harriman NY 10926 ASSISTANT SECRETARY 0 0 0 0 NONE 1548977 67220 0 1616197 0 1616197 24243 1591954 79598 79598 295 295 79303 79303 79303 60000 0 0 0 0 60000 79303 53892 2023 2022 2021 0 60000 53892 6108 0 0 0 0 73195 0 0 AVERELL MORTIMER AND JEAN MORTIMER X Brandywire Conservancy & Museum of Art 1 HOFFMANS MILL ROAD CHADDS FORD PA 19317 NONE PC GENERAL SUPPORT 15000 PALM BEACH ZOO & CONSERVATION SOCIETY 1301 SUMMIT BOULEVARD WEST PALM BEACH FL 33405 NONE PC GENERAL SUPPORT 10000 THE EVERGLADES FOUNDATION 18001 OLD CUTLER ROAD SUITE 625 PALMETTO BAY FL 33157 NONE PC GENERAL SUPPORT 2500 ST JUDE'S CHILDREN HOSPITAL 501 ST JUDE PLACE MEMPHIS TN 38105 NONE PC GENERAL SUPPORT 1500 COX SCIENCE CENTRE & AQUARIUM 4801 DREHER TRAIL NORTH WEST PALM BEACH FL 33405 NONE PC GENERAL SUPPORT 10000 TORY BURCH FOUNDATION 11 WEST 19TH STREET 7TH FLR NEW YORK NY 10011 NONE PC GENERAL SUPPPORT 10000 PECONIC LAND TRUST 296 HAMPTON ROAD SOUTHHAMPTON NY 11968 NONE PC GENERAL SUPPORT 2500 THE CENTRE FOR DISCOVERY P O BOX 840 HARRIS NY 12742 NONE PC GENERAL SUPPORT 5000 VANDERBILT UNIVERSITY PMB 407727 2301 VANDERBILT PLACE NASHVILLE TN 37240 NONE PC GENERAL SUPPORT 1000 Orange County Historical Society 21 CLOVE FURNACE DRIVE ARDEN NY 10910 NONE PC GENERAL SUPPORT 2500 60000 14 104 14 19575 18 3411 UNREALIZED GAIN (LOSS) 18 205396 228486 228486 false false false false false false false false false false X X 1 A MORTIMER GRANTOR - M FAMILY 20 PO BOX 1022 HARRIMAN NY 10926 370019 X ACCOUNTING & FINANCIAL REPORTS 0 0 0 0 JP MORGAN 1946732 1946732 OTHER RECEIVABLES 0 0 0 ANNUAL FILING FEES 459 BANK FEES 179 OTHER INCOME 205396 0 CONSULTING FEES 1787 1787 FEDERAL TAX 263 17