2025-09-05T06:38:55-05:00 2024-12-31 270120069 COOPERSMITH SIMON & VOGEL PC 50 CHARLES LINDBERGH BLVD STE 605 UNIONDALE NY 11553 990PF 2024-01-01 832625727 THE LOZEN FOUNDATION INC LOZE 6508674866 703 ISLAND DR PALM BEACH FL 33480 SARAH E JOHNSON TREASURER 6508674866 2025-09-02 1 0 STEVE LEVY P01273212 5164835800 2024 2025-03-06 01:10:19Z X 6381352 X X 298242 298242 25863 61427 25863 -458704 -458704 -134599 -134599 200000 0 200000 1591 318 1273 50122 10024 40098 6130 1226 5074 15293 0 15293 186 0 186 20923 0 20923 294245 11568 282847 2723202 2723202 3017447 11568 3006049 -3152046 0 10809 52886 52886 2476000 0 2476000 2476000 2476000 242336 230617 3575654 634570 137423 137423 113070 139389 139389 3476785 3036315 6381352 0 0 X 0 0 0 0 3476785 3036315 3476785 3036315 3476785 3036315 3476785 -3152046 2714733 3039472 3157 3036315 WARNER BROS DISCOVERY INC (1099 SHARES) P 2019-07-24 2024-12-03 11380 35314 -23934 -23934 FRANKLIN RESOURCES INC (2500 SHARES) P 2021-01-05 2024-12-31 50047 250 49797 49797 25863 0 0 0 0 0 19909 0 0 0 19909 0 19909 19909 0 0 0 0 0 0 0 0 0 0 0 0 1 FL 1 0 0 0 0 1 N/A SARAH E JOHNSON 6508674866 703 ISLAND DR PALM BEACH NY 33480 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SARAH E JOHNSON 703 ISLAND DR PALM BEACH FL 33480 DIRECTOR/CHAIR/TREASURER/SECRETARY 20.00 0 0 0 ANN M LUFKIN 703 ISLAND DR PALM BEACH FL 33480 DIRECTOR 10.00 100000 0 0 CHAUNCEY H LUFKIN 7107 LA VISTA DR DALLAS TX 75214 DIRECTOR 10.00 100000 0 0 NONE 0 NONE 0 0 5781898 39995 3214643 9036536 0 0 9036536 135548 8900988 445049 445049 0 445049 0 445049 0 445049 3006049 0 3006049 445049 0 0 1521946 5488503 5032910 3405975 4476506 19925840 3006049 0 0 0 445049 2561000 0 0 22486840 0 0 0 0 0 0 1521946 20964894 5488503 5032910 3405975 4476506 2561000 SARAH E JOHNSON ANN M LUFKIN CHAUNCEY H LUFKIN SARAH E JOHNSON ANN M LUFKIN CHAUNCEY H LUFKIN X WOODSTOCK FILM FESTIVAL PO BOX 1406 WOODSTOCK NY 12498 NONE 501 (C)(3) GENERAL PURPOSE 149855 AMERICAN FARMLAND TRUST 1150 CONNECTICUT AVENUE NW WASHINGTON DC 20036 NONE 501 (C)(3) GENERAL PURPOSE 35962 HEALTHY AQUATICS MARINE SOCIETY 520 24TH STREET PALM BEACH FL 33405 NONE 501 (C)(3) GENERAL PURPOSE 10081 WHITE FEATHER FOREST 1389 RT 212 SAUGERTIS NY 12477 NONE 501 (C)(3) GENERAL PURPOSE 1492429 LOGGERHEAD MARINE LIFE 14200 US 1 JUNO BEACH FL 33408 NONE 501 (C)(3) GENERAL PURPOSE 10379 NETWORK OF ABORTION 9450 SW GEMINI DR PMB 16009 BEAVERTON OR 97001 NONE 501 (C)(3) GENERAL PURPOSE 10054 CONSERVATION INTERNATIONAL 2011 CRYSTAL DRIVE ARLINGTON VA 22202 NONE 501 (C)(3) GENERAL PURPOSE 24725 NANTUCKET SUSTAINABLE PO BOX 1244 NANTUCKET MA 02554 NONE 501 (C)(3) GENERAL PURPOSE 9776 SARA LAWRENCE UNIVERSITY 23 ROMOTA DR CANTON NY 13617 NONE 501 (C)(3) GENERAL PURPOSE 216241 SCENIC HUDSON 85 CIVIC CENTER PLAZA POUGHKEEPSIE NY 12601 NONE 501 (C)(3) GENERAL PURPOSE 53083 THE OCEAN FOUNDATION 1320 19TH ST NW WASHINGTON DC 20036 NONE 501 (C)(3) GENERAL PURPOSE 48882 WHITE FEATHER FARM 1389 RT 212 SAUGERTIS NY 12477 NONE 501 (C)(3) GENERAL PURPOSE 407521 WOODSHOLE OCEANOGRAPHIC INSTITUTION 86 WATER STREET FALMOUTH MA 02543 NONE 501 (C)(3) GENERAL PURPOSE 254214 2723202 0 14 298242 14 25863 K-1 UPRIVER LOSS 14 -276454 UPRIVER 1231 LOSS 14 -1745668 UPRIVER CANCELLATION OF DEBT 14 1563418 0 -134599 0 -134599 0 0 0 0 0 0 0 0 0 0 COOPERSMITH, SIMON & VOGEL 44760 8952 35808 BT ACCOUNTING SERVICES 5362 1072 4290 AT&T INC (4545 SH) 115140 103490 NEUBASE THERAPEUTICS, INC (28860 SH0 98367 545 FRANKLIN RESOURCES (288,289 SH COST .10/SH) 17110 3471619 UPRIVER STUDIOS LLC AT COST 107423 107423 MALIABLE FILMS AT COST 30000 30000 CARTER LEDYARD & MILBURN LLP 1591 318 1273 DUE FROM SARA JOHNSON 113070 139389 139389 NON DEDUCTIBLE EXPENSE - UPRIVER K-1 3157 BANK CHARGES 50 0 50 PAYROLL FEES 1388 0 1388 OTHER FEES 1200 0 1200 INSURANCE 18285 0 18285 K-1 UPRIVER LOSS -276454 -276454 -276454 UPRIVER 1231 LOSS -1745668 -1745668 -1745668 UPRIVER CANCELLATION OF DEBT 1563418 1563418 1563418 UNREAL.GAIN ADJ.DONATED SECURITIES 2714733 JULIE WRIGHT 6130 1226 5074 PAYROLL TAXES 15293 0 15293