2024-11-18T14:25:29-06:00 2023-12-31 133050313 SACKS PRESS & LACHER PC 600 THIRD AVENUE NEW YORK NY 100161901 990PF 2023-01-01 136064580 THE ABELARD FOUNDATION INC ABEL 2125726351 CO HEWITT 50 SUTTON PL SOUTH 6G NEW YORK NY 10022 PATRICIA HEWITT ASSISTANT TREASURER 2125726351 2024-11-18 1 1 BRAD LEHRER P02160649 2126826640 2024-11-18 2023 2024-10-15 13:58:12Z X 10750050 X X 252015 252015 500287 1754648 500287 752302 752302 0 0 0 15170 7585 7585 119718 83718 36000 1208 0 1208 136096 91303 44793 144000 144000 280096 91303 188793 472206 660999 2893 1670 1670 346529 532584 532484 3793537 3976079 7376790 3124858 3229690 2839106 7267817 7740023 10750050 0 0 X 5957394 5957394 0 0 1310423 1782629 7267817 7740023 7267817 7740023 7267817 472206 0 7740023 0 7740023 PUBLICLY TRADED SECURITIES P 2005-05-20 2023-12-20 1754648 1252903 501745 501745 OTHER P 2023-12-31 2023-12-31 1458 -1458 -1458 500287 9188 0 9188 0 9188 7408 0 0 0 7408 0 1780 0 0 0 0 0 0 0 0 0 0 0 1 NY 1 0 0 0 0 1 N/A SACKS PRESS LACHER PC 2126826640 600 THIRD AVE NEW YORK NY 10016 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PAT FLOWERS C/O PATRICIA HEWITT 50 SUTTON PL SOUTH APT 6G NEW YORK NY 10022 BOARD MEMBER 1.00 0 0 0 RACHAEL BLESSING C/O PATRICIA HEWITT 50 SUTTON PL SOUTH APT 6G NEW YORK NY 10022 BOARD MEMBER 1.00 0 0 0 SARA BLESSING C/O PATRICIA HEWITT 50 SUTTON PL SOUTH APT 6G NEW YORK NY 10022 BOARD MEMBER 1.00 0 0 0 KRISTEN WELLS C/O PATRICIA HEWITT 50 SUTTON PL SOUTH APT 6G NEW YORK NY 10022 BOARD MEMBER 1.00 0 0 0 TRAVIS BUCK C/O PATRICIA HEWITT 50 SUTTON PL SOUTH APT 6G NEW YORK NY 10022 TREASURER 2.00 0 0 0 HEATHER BUCK C/O PATRICIA HEWITT 50 SUTTON PL SOUTH APT 6G NEW YORK NY 10022 BOARD MEMBER 1.00 0 0 0 HALERYN DUNLAP C/O PATRICIA HEWITT 50 SUTTON PL SOUTH APT 6G NEW YORK NY 10022 BOARD MEMBER 1.00 0 0 0 ADAM DUNLAP C/O PATRICIA HEWITT 50 SUTTON PL SOUTH APT 6G NEW YORK NY 10022 BOARD MEMBER 1.00 0 0 0 GEORGE WELLS C/O PATRICIA HEWITT 50 SUTTON PL SOUTH APT 6G NEW YORK NY 10022 BOARD MEMBER 1.00 0 0 0 SHEA BREAUX WELLS C/O PATRICIA HEWITT 50 SUTTON PL SOUTH APT 6G NEW YORK NY 10022 BOARD MEMBER 1.00 0 0 0 DANIEL SCHRECK C/O PATRICIA HEWITT 50 SUTTON PL SOUTH APT 6G NEW YORK NY 10022 BOARD MEMBER 1.00 0 0 0 TERESA JUAREZ SCHRECK C/O PATRICIA HEWITT 50 SUTTON PL SOUTH APT 6G NEW YORK NY 10022 BOARD MEMBER 1.00 0 0 0 CHARLES SCHRECK C/O PATRICIA HEWITT 50 SUTTON PL SOUTH APT 6G NEW YORK NY 10022 VICE PRESIDENT 2.00 0 0 0 CHRISTINE SCHRECK C/O PATRICIA HEWITT 50 SUTTON PL SOUTH APT 6G NEW YORK NY 10022 BOARD MEMBER 1.00 0 0 0 CHARLES HAMLIN SCHRECK C/O PATRICIA HEWITT 50 SUTTON PL SOUTH APT 6G NEW YORK NY 10022 PRESIDENT 2.00 0 0 0 AUDREY SCHRECK C/O PATRICIA HEWITT 50 SUTTON PL SOUTH APT 6G NEW YORK NY 10022 BOARD MEMBER 1.00 0 0 0 THOMAS SCHRECK C/O PATRICIA HEWITT 50 SUTTON PL SOUTH APT 6G NEW YORK NY 10022 VICE PRESIDENT 2.00 0 0 0 CELESTE SCHRECK C/O PATRICIA HEWITT 50 SUTTON PL SOUTH APT 6G NEW YORK NY 10022 BOARD MEMBER 1.00 0 0 0 MASON SCHRECK C/O PATRICIA HEWITT 50 SUTTON PL SOUTH APT 6G NEW YORK NY 10022 BOARD MEMBER 1.00 0 0 0 SANDRA RENTERIA SCHRECK C/O PATRICIA HEWITT 50 SUTTON PL SOUTH APT 6G NEW YORK NY 10022 BOARD MEMBER 1.00 0 0 0 THOMAS AG SCHRECK C/O PATRICIA HEWITT 50 SUTTON PL SOUTH APT 6G NEW YORK NY 10022 BOARD MEMBER 1.00 0 0 0 ADELE BERNHARD C/O PATRICIA HEWITT 50 SUTTON PL SOUTH APT 6G NEW YORK NY 10022 ASSISTANT TREASURER 1.00 0 0 0 PETER NEUFELD C/O PATRICIA HEWITT 50 SUTTON PL SOUTH APT 6G NEW YORK NY 10022 BOARD MEMBER 1.00 0 0 0 SHANE NEUFELD C/O PATRICIA HEWITT 50 SUTTON PL SOUTH APT 6G NEW YORK NY 10022 BOARD MEMBER 1.00 0 0 0 CLAIRE STAPLETON C/O PATRICIA HEWITT 50 SUTTON PL SOUTH APT 6G NEW YORK NY 10022 BOARD MEMBER 1.00 0 0 0 LENA NEUFELD C/O PATRICIA HEWITT 50 SUTTON PL SOUTH APT 6G NEW YORK NY 10022 BOARD MEMBER 1.00 0 0 0 MICHAEL BERNHARD C/O PATRICIA HEWITT 50 SUTTON PL SOUTH APT 6G NEW YORK NY 10022 BOARD MEMBER 1.00 0 0 0 NANCY DOLL C/O PATRICIA HEWITT 50 SUTTON PL SOUTH APT 6G NEW YORK NY 10022 BOARD MEMBER 1.00 0 0 0 ANNA BERNHARD C/O PATRICIA HEWITT 50 SUTTON PL SOUTH APT 6G NEW YORK NY 10022 BOARD MEMBER 1.00 0 0 0 PETER WORKMAN C/O PATRICIA HEWITT 50 SUTTON PL SOUTH APT 6G NEW YORK NY 10022 BOARD MEMBER 1.00 0 0 0 ANDREW BUDDY BERNHARD C/O PATRICIA HEWITT 50 SUTTON PL SOUTH APT 6G NEW YORK NY 10022 VICE PRESIDENT 2.00 0 0 0 SUSAN COLLINS C/O PATRICIA HEWITT 50 SUTTON PL SOUTH APT 6G NEW YORK NY 10022 BOARD MEMBER 1.00 0 0 0 DONALD COLLINS C/O PATRICIA HEWITT 50 SUTTON PL SOUTH APT 6G NEW YORK NY 10022 VICE PRESIDENT 2.00 0 0 0 BRIAN COLLINS C/O PATRICIA HEWITT 50 SUTTON PL SOUTH APT 6G NEW YORK NY 10022 BOARD MEMBER 1.00 0 0 0 GARRETT COLLINS C/O PATRICIA HEWITT 50 SUTTON PL SOUTH APT 6G NEW YORK NY 10022 BOARD MEMBER 1.00 0 0 0 ASHLEY CRAWFORD C/O PATRICIA HEWITT 50 SUTTON PL SOUTH APT 6G NEW YORK NY 10022 BOARD MEMBER 1.00 0 0 0 CECIL CRAWFORD C/O PATRICIA HEWITT 50 SUTTON PL SOUTH APT 6G NEW YORK NY 10022 BOARD MEMBER 1.00 0 0 0 STEVEN BERNHARD C/O PATRICIA HEWITT 50 SUTTON PL SOUTH APT 6G NEW YORK NY 10022 BOARD MEMBER 1.00 0 0 0 SHERYL BERNHARD C/O PATRICIA HEWITT 50 SUTTON PL SOUTH APT 6G NEW YORK NY 10022 BOARD MEMBER 1.00 0 0 0 JESSICA BERNHARD C/O PATRICIA HEWITT 50 SUTTON PL SOUTH APT 6G NEW YORK NY 10022 ASSISTANT SECRETARY 1.00 0 0 0 PETER CARTY C/O PATRICIA HEWITT 50 SUTTON PL SOUTH APT 6G NEW YORK NY 10022 BOARD MEMBER 1.00 0 0 0 MATTHEW BERNHARD C/O PATRICIA HEWITT 50 SUTTON PL SOUTH APT 6G NEW YORK NY 10022 BOARD MEMBER 1.00 0 0 0 JULIA BERNHARD C/O PATRICIA HEWITT 50 SUTTON PL SOUTH APT 6G NEW YORK NY 10022 BOARD MEMBER 1.00 0 0 0 PATRICIA HEWITT C/O PATRICIA HEWITT 50 SUTTON PL SOUTH APT 6G NEW YORK NY 10022 SECRETARY/ASS'T TREASURER 3.00 0 0 0 DAVE GUTMAN C/O PATRICIA HEWITT 50 SUTTON PL SOUTH APT 6G NEW YORK NY 10022 BOARD MEMBER 1.00 0 0 0 CJ CRAWFORD C/O PATRICIA HEWITT 50 SUTTON PL SOUTH APT 6G NEW YORK NY 10022 BOARD MEMBER 1.00 0 0 0 NONE 0 CAPITAL BANK AND TRUST 6455 IRVINE CENTER DRIVE IRVINE CA 92618 INVESTMENT MANAGEMENT 70654 0 0 9532670 638238 0 10170908 0 0 10170908 152564 10018344 500917 500917 9188 9188 491729 0 491729 0 491729 188793 0 188793 491729 0 0 87773 87773 188793 0 0 0 188793 0 87773 87773 0 0 0 0 0 215163 0 0 0 SUSAN COLLINS 16 GRASSHOPPER LANE LINCOLN MA 01773 7812598470 LETTER NONE NONE ALIANZA AGRICOLA 23 MAIN ST GENESCO NY 14454 NONE SUPPORT 12000 FAIRNESS WEST VIRGINIA 405 CAPITOL ST 405 CHARLESTON WV 25301 NONE SUPPORT 12000 LA CONEXION PO BOX 186 BOWLING GREEN OH 43402 NONE SUPPORT 12000 MICHIGAN FAITH IN ACTION PO BOX 480 FLINT MI 48501 NONE SUPPORT 12000 MOVEMENT ALLIANCE PROJECT 924 CHERRY ST 5TH FL PHILADELPHIA PA 19107 NONE SUPPORT 15000 PHILADELPHIA JOBS WITH JUSTICE 1515 W GIRARD AVE PHILADELPHIA PA 19130 NONE SUPPORT 12000 PROVIDENCE STUDENT UNION 775 WESTMINSTER ST PROVIDENCE RI 02903 NONE SUPPORT 12000 STRUGGLE FOR MIAMI'S AFFORDABLE AND SUSTAINABLE HOUSING 2103 CORAL WAY 2ND FL MIAMI FL 33145 NONE SUPPORT 15000 THE PEOPLES PORT AUTHORITY 216 OHIO AVE PROVIDENCE RI 02905 NONE SUPPORT 15000 WISCONSIN CONSERVATION VOICES 133 S BUTLER ST SUITE 320 MADISON WI 53703 NONE SUPPORT 12000 ADELANTE STUDENT VOICES PO BOX 3023 POUGHKEEPSIE NY 12603 NONE SUPPORT 15000 144000 0 14 252015 18 500287 0 752302 0 752302 0 0 0 0 0 0 0 0 0 0 SACKS PRESS & LACHER, P.C. 15170 7585 7585 FIXED INCOME SECURITIES 3229690 2839106 EQUITY SECURITIES 3976079 7376790 SUNDRY 650 0 650 FILING FEES 250 0 250 POSTAGE & DELIVERY 308 0 308 INVESTMENT ADVISORY FEE 83718 83718 0 CONSULTING 36000 0 36000