2022-09-08T12:46:36-05:00 2021-12-31 WITHUM SMITH BROWN PC 506 CARNEGIE CENTER STE 400 PRINCETON NJ 085406243 990PF 2021-01-01 223483828 George H and Estelle M Sands Foundation C/O Jeffrey H Sands Trustee % JEFFREY H SANDS TRUSTEE GEOR 6099216060 902 Carnegie Center Suite 400 Princeton NJ 08540 JEFFREY SANDS TRUSTEE 6099216060 2022-08-01 true JEFFREY SANDS 999009999 HAL R TERR P00360976 6095201188 2 2021 2022-09-23 18:48:47Z X 91916174 X 0 X 10049 10049 1144321 1073378 2962942 2962942 842364 3746923 14217272 3746923 -12 -12 7864223 7793280 0 4500 4500 0 0 333800 333800 62418 17418 574743 574743 1623472 1623471 1 2598933 2553932 0 1 3724428 3724428 6323361 2553932 0 3724429 1540862 5239348 70044 963009 963009 8989407 7308184 7308184 40724436 43410572 60648507 26270000 7298277 19546466 18971723 21500000 1178366 1387973 1496474 70508719 72041461 91916174 273203 265083 273203 265083 X 70235516 71776378 70235516 71776378 70508719 72041461 70235516 1540862 71776378 71776378 SEE ATTACHED LPL FINANCIAL BROKERAGE STATEMENTS P 2020-01-01 2021-12-31 14030 20698 -6668 -6668 SEE ATTACHED RAYMOND JAMES BROKERAGE STATEMENT P 2021-01-01 2021-12-31 94501 84966 9535 9535 SEE ATTACHED RAYMOND JAMES BROKERAGE STATEMENT P 2020-01-01 2021-12-31 230499 160032 70467 70467 SEE ATTACHED RAYMOND JAMES BROKERAGE STATEMENT P 2021-01-01 2021-12-31 97581 89597 7984 7984 SEE ATTACHED RAYMOND JAMES BROKERAGE STATEMENT P 2020-01-01 2021-12-31 292413 158282 134131 134131 SEE ATTACHED RAYMOND JAMES BROKERAGE STATEMENT P 2020-01-01 2021-12-31 156590 25418 131172 131172 SEE ATTACHED RAYMOND JAMES BROKERAGE STATEMENT P 2021-01-01 2021-12-31 77155 85062 -7907 -7907 SEE ATTACHED RAYMOND JAMES BROKERAGE STATEMENT P 2020-01-01 2021-12-31 253644 159400 94244 94244 SEE ATTACHED RAYMOND JAMES BROKERAGE STATEMENT P 2020-01-01 2021-12-31 53713 24290 29423 29423 SEE ATTACHED RAYMOND JAMES BROKERAGE STATEMENT P 2021-01-01 2021-12-31 42252 53211 -10959 -10959 SEE ATTACHED STIFEL NICHOLAUS BROKERAGE STATEMENT P 2021-01-01 2021-12-31 28158 25837 2321 2321 SEE ATTACHED STIFEL NICHOLAUS BROKERAGE STATEMENT P 2020-01-01 2021-12-31 75497 71263 4234 4234 SEE ATTACHED STIFEL NICHOLAUS BROKERAGE STATEMENT P 2020-01-01 2021-12-31 51393 52464 -1071 -1071 SEE ATTACHED UBS BROKERAGE STATEMENT P 2021-01-01 2021-12-31 185146 154346 30800 30800 SEE ATTACHED UBS BROKERAGE STATEMENT P 2020-01-01 2021-12-31 2594007 2197437 396570 396570 SEE ATTACHED UBS BROKERAGE STATEMENT P 2021-01-01 2021-12-31 1806924 1469088 338469 337836 SEE ATTACHED UBS BROKERAGE STATEMENT P 2020-01-01 2021-12-31 2906406 2437718 471284 468688 SEE ATTACHED UBS BROKERAGE STATEMENT P 2020-01-01 2021-12-31 215718 153046 62672 62672 SEE ATTACHED UBS BROKERAGE STATEMENT P 2020-01-01 2021-12-31 1702 0 1702 1702 SEE ATTACHED US TRUST STATEMENT P 2020-01-01 2021-12-31 1071340 941946 131888 129394 SEE ATTACHED US TRUST STATEMENT P 2020-01-01 2021-12-31 2279192 1594253 703732 684939 SEE ATTACHED WILMINGTON TRUST STATEMENT P 2020-01-01 2021-12-31 4309 2931 1378 1378 SEE ATTACHED WILMINGTON TRUST STATEMENT P 2020-01-01 2021-12-31 768935 473798 295137 295137 LOSS ON INVESTMENT IN PARTNERSHIP - 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MERCER COUNTY 3535 QUAKERBRIDGE ROAD 104 TRENTON NJ 08619 NONE PC GENERAL 15000 MERCER STREET FRIENDS 151 MERCER ST TRENTON NJ 08611 NONE PC GENERAL 200000 MILLHILL CHILD AND FAMILY DEVELOPMENT 101 OAKLAND STREET TRENTON NJ 08618 NONE PC GENERAL 75000 PEI KIDS 231 LAWRENCEVILLE RD LAWRENCE TOWNSHIP NJ 08648 NONE PC GENERAL 10000 SUSTAINABLE PRINCETON 1 MONUMENT DRIVE PRINCETON NJ 08540 NONE PC GENERAL 75000 TRENTON CIRCUS SQUAD 675 S CLINTON AVENUE TRENTON NJ 08611 NONE PC GENERAL 50000 TRENTON MUSIC MAKERS 1 N Johnston Ave TRENTON NJ 08609 NONE PC GENERAL 30000 CAMPFIRE NJ 535 E FRANKLIN ST TRENTON NJ 08610 NONE PC GENERAL 20000 CATHOLIC YOUTH ORGANIZATION 171 CLIFTON AVENUE NEWARK NJ 07104 NONE PC GENERAL 50000 CENTER FOR CHILD AND FAMILY ACHIEVEMENT PO BOX 220 TRENTON NJ 08602 NONE PC GENERAL 5000 ISLES 10 WOOD ST TRENTON NJ 08618 NONE PC GENERAL 150000 National Junior Tennis & Learning of Trenton 949 W STATE STREET TRENTON NJ 08618 NONE PC GENERAL 50000 Princeton-Blairstown Center 87 PROSPECT AVE PRINCETON NJ 08540 NONE PC GENERAL 20000 Princeton Senior Resource Center 45 stockton ST PRINCETON NJ 08540 NONE PC GENERAL 300000 The Petey Green Program 9 MERCER STREET PRINCETON NJ 08540 NONE PC GENERAL 50000 Trenton Childrens Chorus 471 PARKWAY AVE TRENTON NJ 08618 NONE EOF GENERAL 25000 Trinity Counseling Services 22 STOCKTON ST PRINCETON NJ 08540 NONE PC GENERAL 75000 THE FATHER CENTER (PREVIOUSLY UIH Family Partners) 4 N BROAD ST STE 2R TRENTON NJ 08608 NONE PC GENERAL 25000 BIG BROTHERS BIG SISTERS OF MERCER 535 E FRANKLIN ST TRENTON NJ 08610 NONE PC GENERAL 20000 C-CHANGE CONVERSATIONS PO BOX 1206 PRINCETON NJ 08542 NONE PC GENERAL 50000 GOOD GRIEF 5 MAPLETON RD PRINCETON NJ 08540 NONE PC GENERAL 10000 Lawrence Hopewell Trail Corporation 197 BLACKWELL RD PENNINGTON NJ 08534 NONE PC GENERAL 75000 Princeton Area Community Foundation 15 PRINCESS RD LAWRENCEVILLE NJ 08648 NONE PC GENERAL 75000 Sourland Conservacy 83 PRINCETON AVE STE 1A HOPEWELL NJ 08525 NONE PC GENERAL 40000 THE WATERSHED INSTITUTE 31 TITUS MILL ROAD PENNINGTON NJ 08534 NONE PC GENERAL 383334 BUCKS COUNTY PLAYHOUSE 70 S MAIN STREET NEW HOPE PA 18938 NONE PC GENERAL 50000 KINDERSMILE FOUNDATION - TRENTON 101 N BROAD STREET TRENTON NJ 08618 NONE PC GENERAL 400000 LITERACY VOLUNTEERS OF SOMERSET COUNTY 120 FINDERNE AVE BRIDGEWATER TOWNSHIP NJ 08807 NONE PC GENERAL 15000 MORVEN MUSEUM 55 STOCKTON ST PRINCETON NJ 08540 NONE PC GENERAL 500 TRENTON RESCUE MISSION 98 CARROLL ST TRENTON NJ 08609 NONE PC GENERAL 31594 TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA 801 SPRUCE ST PHILADELPHIA PA 19107 NONE PC GENERAL 120000 YMCA BREAST CANCER RESOURCE CENTER 2 PRESERVATION PL PRINCETON NJ 08540 NONE PC GENERAL 2500 PRINCETON MEDICAL CENTER FOUNDATION 5 Plainsboro Rd 365 Plainsboro Township NJ 08536 NONE PC GENERAL 65000 LATIN AMERICAN LEGAL DEFENSE & EDUCATION 714-716 S Clinton Ave TRENTON NJ 08611 NONE PC GENERAL 50000 FISHERMAN'S MARK 37 S Main St LAMBERTVILLE NJ 08530 NONE PC GENERAL 25000 CASA FOR CHILDREN 77 Church Street New Brunswick NJ 08901 NONE PC GENERAL 15000 UNITED WAY 3150 Brunswick Pike 230 Lawrence Township NJ 08648 NONE PC GENERAL 15000 SHARE MY MEALS 252 Nassau St PRINCETON NJ 08542 NONE PC GENERAL 15000 DELAWARE VALLEY FOOD PANTRY 1 Cherry St 1 LAMBERTVILLE NJ 08530 NONE PC GENERAL 20000 ARM IN ARM 123 E Hanover St TRENTON NJ 08608 NONE PC GENERAL 15000 MARTY'S PLACE SENIOR DOG SANCTUARY 118 County Rd 526 Allentown NJ 08501 NONE PC GENERAL 5000 ANCHOR HOUSE 482 Centre St TRENTON NJ 08611 NONE PC GENERAL 5000 CLIMATE CENTRAL 1 Palmer Square 402 PRINCETON NJ 08542 NONE PC GENERAL 100000 JRH ARTS 535 E FRANKLIN ST TRENTON NE 08610 NONE PC GENERAL 25000 MEALS ON WHEELS OF MERCER COUNTY 320 Hollowbrook Dr EWING TOWNSHIP NJ 08638 NONE PC GENERAL 20000 NJ AGRICULTURAL SOCIETY 1200 Florence Columbus Road BORDENTOWN NJ 08505 NONE PC GENERAL 40000 PRINCETON BATTLEFIELD SOCIETY 500 MERCER STREET PRINCETON NJ 08540 NONE PC GENERAL 7500 PRINCETON FAMILY YMCA 59 Paul Robeson Pl PRINCETON NJ 08540 NONE PC GENERAL 10000 PUERTO RICAN COMMUNITY CENTER 223 Perry St TRENTON NJ 08618 NONE PC GENERAL 5000 THE ARC - MERCER 180 Ewingville Rd 2425 Ewing Township NJ 08638 NONE PC GENERAL 5000 WESTRICK MUSIC ACADEMY 231 Clarksville Rd suite 8 PRINCETON JUNCTION NJ 08550 NONE PC GENERAL 12000 3724428 14 10049 14 1144321 16 842364 18 3746923 18 -12 5743645 5743645 false false false false false false false false false false ACCOUNTING FEES 4500 4500 WILMINGTON TRUST INVESTMENT MANAGEMENT SERVICES U S Trust INVESTMENT MANAGEMENT SERVICES Raymond James INVESTMENT MANAGEMENT SERVICES UBS Financial INVESTMENT MANAGEMENT SERVICES LAND 2009-03-07 3855000 L BUILDING 2009-03-07 21845000 6604784 SL 39 560128 560128 560128 BLDG IMPROVEMENTS 2012-11-30 570000 118750 SL 39 14615 14615 14615 FIDELITY - SEE ATTACHED 1412045 1850644 LPL FINANCIAL - SEE ATTACHED 515968 1042727 STIFEL - SEE ATTACHED 1890961 1792312 UBS - SEE ATTACHED 3569431 3888195 UBS - SEE ATTACHED 10355442 11504916 US TRUST - SEE ATTACHED 10617296 13419586 WILMINGTON - SEE ATTACHED 8172585 15609070 NAVITAS SOLUTIONS 1000000 1000000 BANK OF PRINCETON 420000 989888 INTERVENTION DIAGNOSTICS 75000 75000 RAY JAMES 4717 - SEE ATTACHED 3103964 4674074 RAY JAMES 5830 - SEE ATTACHED 774224 2053622 RAY JAMES 5854 - SEE ATTACHED 934633 1722141 RAY JAMES 5825 - SEE ATTACHED 569023 1026332 CROSS CREEK CAPITAL PARTNERS V AT COST 1387973 1496474 INVESTMENT EXPENSES 17180 17180 INVESTMENT EXPENSES - PSHIP 56956 56956 EXPENSES RELATED TO RENTAL INC 1545835 CONTRIBUTIONS - PSHIP 1 1 APPRAISAL FEES 3500 3500 Rent and Royalty Expense 1545835 ORDINARY BUS INC - PSHIPS -1179 -1179 OTHER INCOME 1167 1167 SECURITY DEPOSITS 273203 265083 INVESTMENT MANAGEMENT FEES 333800 333800 FOREIGN TAXES 17418 17418 EXCISE TAX 45000 0