2023-11-10T15:49:15-06:00 2022-12-31 133050313 SACKS PRESS & LACHER PC 600 THIRD AVENUE NEW YORK NY 100161901 990PF 2022-01-01 136064580 THE ABELARD FOUNDATION INC ABEL 2125726351 CO HEWITT 50 SUTTON PL SOUTH 6G NEW YORK NY 10022 PATRICIA HEWITT ASSISTANT TREASURER 2125726351 2023-08-17 1 PATRICIA HEWITT 999009999 0 BRAD LEHRER P02160649 2126826640 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 9635670 X 11000 207268 207268 166447 1684878 166447 384715 373715 0 0 0 214157 72157 142000 14199 0 0 1860 0 1860 230216 72157 143860 300000 300000 530216 72157 443860 -145501 301558 3002 2893 2893 128483 346529 346529 4238227 3793537 6532712 3043606 3124858 2753536 7413318 7267817 9635670 0 0 X 5957394 5957394 0 0 1455924 1310423 7413318 7267817 7413318 7267817 7413318 -145501 0 7267817 0 7267817 PUBLICLY TRADED SECURITIES P 2008-02-26 2022-12-14 1680451 1518431 162020 162020 PROCEEDS FROM SECURITY LITIGATION P 2022-07-26 2022-11-03 3949 3949 3949 OTHER P 2022-12-31 2022-12-31 478 478 478 166447 4192 0 4192 0 4192 11600 0 0 0 11600 0 7408 7408 0 0 0 0 0 0 0 0 0 0 0 0 1 CA 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 MELISSA BLESSING C/O PATRICIA HEWITT 50 SUTTON PLSOUTH APT 6G NEW YORK NY 10022 BOARD MEMBER 1.00 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 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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 NONE 0 COMMON COUNSEL FOUNDATION 405 FOURTEENTH STREET STE 8 OAKLNAD CA 94612 GRANTMAKING 108000 CAPITAL BANK AND TRUST 6455 IRVINE CENTER DRIVE IRVINE CA 92618 INVESTMENT MANAGEMENT 59307 0 0 9946533 286866 0 10233399 0 0 10233399 153501 10079898 503995 503995 4192 4192 499803 0 499803 0 499803 443860 0 443860 499803 0 0 31824 111892 143716 443860 0 0 0 443860 0 55943 55943 87773 0 0 0 0 0 0 0 87773 87773 SUSAN COLLINS 16 GRASSHOPPER LANE LINCOLN MA 01773 7812598470 LETTER NONE NONE ALIANZA AGRICOLA 23 MAIN ST GENESCO NY 14454 NONE SUPPORT 12000 DOWNWINDERS AT RISK EDUCATION FUND 1808 SUTH GOOD LATIMER EXPY 202 DALLAS TX 75226 NONE SUPPORT 10000 MUSLIM CIVIC COALITION 2035 S STATE ST 16069 CHICAGO IL 60616 NONE SUPPORT 12000 LA CONEXION PO BOX 186 BOWLING GREEN OH 43402 NONE SUPPORT 12000 MOVEMENT ALLIANCE PROJECT 924 CHERRY ST 5TH FL PHILADELPHIA PA 19107 NONE SUPPORT 15000 NEO PHILANTHROPY 45 W 36TH ST 6TH FLOOR NEW YORK NY 10018 NONE SUPPORT 11000 NEW YORK TAXI WORKERS ALLIANCE INC 37 E 28TH ST STE 302 NEW YORK NY 10016 NONE SUPPORT 10000 NORTH BAY JOBS WITH JUSTICE PO BOX 427 SANTA ROSA CA 95402 NONE SUPPORT 11000 PROVIDENCE STUDENT UNION 775 WESTMINSTER ST PROVIDENCE RI 02903 NONE SUPPORT 12000 HAWAI'I WORKERS CENTER 2252 PUNA ST HONOLULU HI 96817 NONE SUPPORT 10000 TIDES CENTER PO BOX 399385 SAN FRANCISCO CA 94139 NONE SUPPORT 10500 YOUTH RISE TEXAS PO BOX 824 AUSTIN TX 78767 NONE SUPPORT 10000 RURAL COMMUNITY ALLIANCE 401 S SCOTT STREET SUITE 5 LITTLE ROCK AR 72201 NONE SUPPORT 10500 CENTER FOR WORKER JUSTICE OF EASTERN IOWA 1556 1ST AVENUE C IOWA CITY IA 52240 NONE SUPPORT 10500 CENTRO DEL OBRERO FRONTERIZO 2000 TEXAS AVENUE EL PASO TX 79901 NONE SUPPORT 10500 COMUNIDADES ORGANIZADO EL PODER Y LA ACCION LATINA 3702 E LAKE ST MINNEAPOLIS MN 55406 NONE SUPPORT 10000 DUWAMISH RIVER COMMUNITY COALITIONTECHNICAL ADVISORY GROUP 210 S HUDSON ST SUITE 332 SEATTLE WA 98134 NONE SUPPORT 10000 FAIRNESS WEST VIRGINIA 405 CAPITOL ST 405 CHARLESTON WV 25301 NONE SUPPORT 12000 GEORGIA LATINO HUMAN RIGHTS ALLIANCE 7 DUNWOODY PARK SUITE 110 ATLANTA GA 30338 NONE SUPPORT 5000 KOIHONUA PO BOX 1229 PEARL CITY HI 96782 NONE SUPPORT 10000 MAKE THE ROAD PA PO BOX 73 BRENTWOOD NY 11717 NONE SUPPORT 5000 MICHIGAN FAITH IN ACTION PO BOX 480 FLINT MI 48501 NONE SUPPORT 12000 THE PEOPLES PORT AUTHORITY 216 OHIO AVE PROVIDENCE RI 02905 NONE SUPPORT 15000 PHILADELPHIA JOBS WITH JUSTICE 1515 W GIRARD AVE PHILADELPHIA PA 19130 NONE SUPPORT 12000 SEVENTH GENERATION FUND FOR INDIGENOUS PEOPLES INC PO BOX 4569 ARCATA CA 95518 NONE SUPPORT 10000 STRUGGLE FOR MIAMI'S AFFORDABLE AND SUSTAINABLE HOUSING 2103 CORAL WAY 2ND FL MIAMI FL 33145 NONE SUPPORT 15000 WISCONSIN CONSERVATION VOICES 133 S BUTLER ST SUITE 320 MADISON WI 53703 NONE SUPPORT 12000 WISDOM 2821 VEL R PHILLIPS AVE 217 MILWAUKEE MI 53212 NONE SUPPORT 5000 300000 0 14 207268 18 166447 0 373715 0 373715 0 0 0 0 0 0 0 0 0 0 X X 1 ETHEL B WELLS TRUST SP FW MAGEE C/O EISNER LLP 100 CAMPUS DR FLORHAM PARK NJ 07932 11000 X FIXED INCOME SECURITIES 3124858 2753536 EQUITY SECURITIES 3793537 6532712 SUNDRY 534 0 534 FILING FEES 950 0 950 POSTAGE & DELIVERY 376 0 376 INVESTMENT ADVISORY FEE 72157 72157 0 CONSULTING 142000 0 142000 FEDERAL EXCISE TAX 14199 0 0