2025-09-25T11:39:30-05:00 2024-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2024-01-01 200677535 S & L Marx Foundation % Foundation Source S&LM 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 Nancy Better Secretary 8008391754 2025-09-22 true true Jeffrey D Haskell P01345770 8008391754 2024 2025-03-06 01:10:19Z X 110404341 X 0 X 193291 193291 3707207 3707207 8495468 27612041 8429972 785658 752383 13181624 13082853 189000 189000 13669 13669 139240 139240 76370 892 2 0 6796 6796 2179 2179 338159 71632 119022 765415 211764 0 330666 4641000 4641000 5406415 211764 0 4971666 7775209 12871089 0 6909582 3929765 3929765 11552 11552 11552 52555659 61071352 80134986 15905392 18133175 26328038 3790 3790 2 75370635 83145844 110404341 0 0 X 75370635 83145844 75370635 83145844 75370635 83145844 75370635 7775209 83145844 83145844 Publicly-traded Securities 27612041 19182811 8429230 8429230 Passthrough K1 Capital Gain/(Loss) 742 8429972 178908 178908 178908 67600 0 111400 179000 X 121 29 false false false false false true true false true true CT true false false false false true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 false false false false true false false false false false false false false false false false false false false false false false Laura Weintraub Beck Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 Charles Better Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 David Better Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 James Better Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Treas 1.0 0 0 0 Nancy M Better Foundation Source 501 Silverside Rd Wilmington DE 198091377 Executive Dir, Sec 40.0 189000 0 0 Sarah Better Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 Sylvia Marx Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Pres 1.0 0 0 0 JP Morgan Chase 270 PARK AVENUE NEW YORK NY 100172014 Investment Mgmt 139240 Foundation Source 55 Walls Drive 3rd Fl Fairfield CT 06824 Administrative 109312 78003572 5740553 26328069 110072194 0 110072194 1651083 108421111 5421056 5421056 178908 178908 5242148 5242148 5242148 4971666 0 0 0 0 4971666 5242148 1553783 4971666 1553783 3417883 0 0 1824265 0 0 NONE X ABILIS INC 50 GLENVILLE ST GREENWICH CT 06831 N/A PC General & Unrestricted 5000 ADOPT A DOG INC PO BOX 11135 GREENWICH CT 06831 N/A PC General & Unrestricted 5000 ALBERT EINSTEIN COLLEGE OF MEDICINE 1300 MORRIS PARK AVE BRONX NY 10461 N/A PC Charitable Event 2000 ALLIANCE FOR CANCER GENE THERAPY INC 96 CUMMINGS POINT RD STAMFORD CT 06902 N/A PC General & Unrestricted 2500 ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATI 225 N MICHIGAN AVE 17TH FL CHICAGO IL 60601 N/A PC Dementia Care Coordination Program in New England 100000 AMERICAN FRIENDS OF MAGEN DAVID ADOM 20 W 36TH ST SUITE 1100 NEW YORK NY 10018 N/A PC General & Unrestricted 5000 ANDROSCOGGIN ALUMNI ASSOCIATION INC 601 W ST HARRISON NY 10528 N/A PC Summer Camp Scholarship fund 5000 ANTI-DEFAMATION LEAGUE 605 3RD AVE NEW YORK NY 10158 N/A PC ADL programs in Connecticut 10000 AURELIA FOUNDATION PO BOX 82 PACIFIC PALISADES CA 90272 N/A PC Creative Steps Arts Program 30000 BIRTHRIGHT ISRAEL FOUNDATION PO BOX 21615 NEW YORK NY 10087 N/A PC Birthright Israel Fellows professional development program 60000 Boys and Girls Club of Greenwich 4 HORSENECK LN Greenwich CT 06830 N/A PC GBGC Youth of the Year program 2500 Boys and Girls Club of Greenwich 4 HORSENECK LN Greenwich CT 06830 N/A PC Art & STEAM Lab fund in Horseneck Lane facility 150000 Boys and Girls Club of Greenwich 4 HORSENECK LN Greenwich CT 06830 N/A PC Strategic and Governance Consulting 16000 BREAST CANCER ALLIANCE INC 48 MAPLE AVE GREENWICH CT 06830 N/A PC Breast Cancer Research Program 5000 BRONX LACROSSE INC PO BOX 524542 BRONX NY 10452 N/A PC Bronx Lacrosse educational support 2500 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5000 CHILDRENS LEARNING CENTERS OF FAIRFIELD COUNTY INC 64 PALMERS HILL RD STAMFORD CT 06902 N/A PC General & Unrestricted 5000 CHROMOSOME 18 REGISTRY AND RESEARCH SOCIETY 7155 OAKRIDGE SAN ANTONIO TX 78229 N/A PC Chromosome 18 Research Program 5000 CITY HARVEST INC 150 52ND ST BROOKLYN NY 11232 N/A PC City Harvest Produce Pals Program 5000 COFFEE FOR GOOD INC 48 MAPLE AVE GREENWICH CT 06830 N/A PC General & Unrestricted 2000 COLGATE UNIVERSITY 13 OAK DR HAMILTON NY 13346 N/A PC Student Support fund 5000 COMMUNITY MINDFULNESS PROJECT INCORPORATED 77 GOLF LN RIDGEFIELD CT 06877 N/A PC CMP partnership with community organizations 10000 CONNECTICUT COLLEGE 270 MOHEGAN AVE NEW LONDON CT 06320 N/A PC Annual Fund 1000 CYSTIC FIBROSIS FOUNDATION 4550 MONTGOMERY AVE STE 1100 N BETHESDA MD 20814 N/A PC Cystic Fibrosis Research 5000 FAIR HAVEN COMMUNITY HEALTH CLINIC INC 374 GRAND AVE NEW HAVEN CT 06513 N/A PC new Fair Haven Community Health Care facility fund 50000 FAIRFIELD COUNTYS COMMUNITY FOUNDATION INC 40 RICHARDS AVE NORWALK CT 06854 N/A PC Youth Education & Career Development Initiatives 2000 FAMILY CENTERS INC 40 ARCH ST GREENWICH CT 06830 N/A PC childcare and literacy programs 10000 FAMILY LEGAL CARE INC 55 BROADWAY STE 2002 NEW YORK NY 10006 N/A PC General & Unrestricted 2000 FERNWOOD COVE FOUNDATION 350 ISLAND POND RD HARRISON ME 04040 N/A PC Camp Scholarship Fund 1000 FIGURE SKATING IN HARLEM INC 361 WEST 125TH ST 4TH FLOOR NEW YORK NY 10027 N/A PC General & Unrestricted 1000 FILLING IN THE BLANKS INC 346 MAIN AVE STE 3A NORWALK CT 06851 N/A PC weekend meal program for students 2500 FRIENDS OF OFANIM INC PO BOX 826559 PHILADELPHIA PA 19182 N/A PC mobile education program in Israel 10000 FRIENDS OF THE ISRAEL DEFENSE FORCES PO BOX 4224 NEW YORK NY 10163 N/A PC PTSD program for active-duty soliders 15000 FSHD SOCIETY 75 NORTH MAIN ST 1073 RANDOLPH MA 02368 N/A PC FSHD Research Program 5000 GATHER NEW HAVEN 495 BLAKE ST UNIT C NEW HAVEN CT 06515 N/A PC Farm-based wellness program 5000 GRAD BAG INC PO BOX 605 SCARSDALE NY 10583 N/A PC General & Unrestricted 2500 GRASSROOT SOCCER INC PO BOX 632 HANOVER NH 03755 N/A PC General & Unrestricted 1000 GREENWICH ACADEMY INC 200 N MAPLE AVE GREENWICH CT 06830 N/A PC STEM Faculty Professional Development Fund 200000 GREENWICH ACADEMY INC 200 N MAPLE AVE GREENWICH CT 06830 N/A PC Annual Fund 1000 GREENWICH ACADEMY INC 200 N MAPLE AVE GREENWICH CT 06830 N/A PC Annual Fund 3000 GREENWICH COUNTRY DAY SCHOOL INC 401 OLD CHURCH RD GREENWICH CT 06830 N/A PC Parents of Alumni Annual Fund gift to center for public good 1000 GREENWICH EMERGENCY MEDICAL SERVICE INCORPORATED 1111 E PUTNAM AVE RIVERSIDE CT 06878 N/A PC General & Unrestricted 5000 GREENWICH HISTORICAL SOCIETY INC 47 STRICKLAND RD COS COB CT 06807 N/A PC General & Unrestricted 1000 GREENWICH HOSPITAL 5 PERRYRIDGE RD GREENWICH CT 06830 N/A PC Healthy Living Prevention Program 30000 GREENWICH LIBRARY 101 W PUTNAM AVE GREENWICH CT 06830 N/A PC general support and Peterson Business Award fund 10000 GREENWICH SYMPHONY ORCHESTRA INC PO BOX 35 GREENWICH CT 06836 N/A PC General & Unrestricted 5000 HAND IN HAND AMERICAN FRIENDS OF CNTR FOR JEWISH-A PO BOX 80102 PORTLAND OR 97280 N/A PC Growth of Hand in Hand Kfar Saba School 25000 HARLEM ACADEMY 655 ST NICHOLAS AVE NEW YORK NY 10030 N/A PC Teaching partnership with Harlem School of the Arts and student scholarship fund 20000 HARLEM LACROSSE AND LEADERSHIP CORPORATION 8 W 126TH ST 3RD FL NEW YORK NY 10027 N/A PC Academic and athletic support programs 3500 HARVARD BUSINESS SCHOOL PO BOX 412275 BOSTON MA 02241 N/A PC HBS Annual Fund 5000 HOSPITAL FOR SPECIAL SURGERY FUND INC 535 E 70TH ST NEW YORK NY 10021 N/A PC Musculoskeletal Research under the direction of Dr. Ugur Ayturk, PhD 200000 IMPACT 100 FAIRFIELD COUNTY PO BOX 7666 GREENWICH CT 06836 N/A PC Funding Cycle fund 5000 ISRAEL LACROSSE ASSOCIATION INC 16 W 22ND ST NEW YORK NY 10010 N/A PC Israel Lacrosse Program 10000 JEWISH BOARD OF FAMILY & CHILDRENS SERVICES INC 463 7TH AVE 18TH FL NEW YORK NY 10018 N/A PC Social Work Residency fund 500000 JEWISH FAMILY SERVICES OF GREENWICH INC 67 HOLLY HILL LN GREENWICH CT 06830 N/A PC Shopping for Seniors and Compassionate Companions Programs 7500 JOSEPH SLIFKA CENTER FOR JEWISH LIFE AT YALE 80 WALL ST NEW HAVEN CT 06511 N/A PC Yale Jewish Renewal Fund 75000 JUILLIARD SCHOOL 60 LINCOLN CENTER PLZ NEW YORK NY 10023 N/A PC General & Unrestricted 5000 KIDS IN CRISIS INC 1 SALEM ST COS COB CT 06807 N/A PC Lighthouse Program Fund 5000 LAKE WARAMAUG TASK FORCE INC 19 SACKETT HILL RD WARREN CT 06754 N/A PC Environmental Conservation of Lake Waramaug 10000 LARCHMONT TEMPLE INC 75 LARCHMONT AVE LARCHMONT NY 10538 N/A PC Rabbi's Discretionary Fund 1000 LEO BAECK INSTITUTE INC 15 W 16TH ST NEW YORK NY 10011 N/A PC General & Unrestricted 2000 LETS GET READY INC 82 NASSAU ST 61819 NEW YORK NY 10038 N/A PC CT State-Wide Coaching for College Success program 75000 LIBERATION PROGRAMS INC 339 W AVE BRIDGEPORT CT 06604 N/A PC Charitable Event 2500 LINCOLN CENTER FOR THE PERFORMING ARTS INC PO BOX 22349 NEW YORK NY 10087 N/A PC Musical performances and education programs 6000 LYMAN ALLYN ART MUSEUM INC 625 WILLIAMS ST NEW LONDON CT 06320 N/A PC General & Unrestricted 1000 MARLBORO SCHOOL OF MUSIC INC 1528 WALNUT ST STE 301 PHILADELPHIA PA 19102 N/A PC Musicians from Marlboro Public Concert Series at Greenwich Library 36000 MEMORIAL SLOAN-KETTERING CANCER CENTER PO BOX 5028 HAGERSTOWN MD 21741 N/A PC Cancer Research Fund 1000 MERRITT PARKWAY CONSERVANCY INC PO BOX 17072 STAMFORD CT 06907 N/A PC General & Unrestricted 1000 METROPOLITAN OPERA GUILD INC 30 LINCOLN CENTER NEW YORK NY 10023 N/A SO I General & Unrestricted 25000 MIANUS RIVER GORGE INC 167 MIANUS RIVER RD BEDFORD NY 10506 N/A PC Land conservation initiatives 5000 MORYS PRESERVATION INC 306 YORK ST NEW HAVEN CT 06511 N/A PC General & Unrestricted 1000 MOUNT SINAI SCHOOL OF MEDICINE OF NEW YORK UNIVERS ONE GUSTAVE L LEVY PL BOX 1191 NEW YORK NY 10029 N/A PC Brookdale Department of Geriatrics and Palliative Care 5000 NEADS INC PO BOX 1100 PRINCETON MA 01541 N/A PC Service dog training programs 5000 NEW YORK HISTORICAL SOCIETY 170 CENTRAL PARK W NEW YORK NY 10024 N/A PC Support for exhibitions and programs 5000 NEW YORK THEATRE WORKSHOP INC 79 E 4TH ST NEW YORK NY 10003 N/A PC General & Unrestricted 2000 NEW YORK UNIVERSITY ONE PARK AVE 5TH FL NEW YORK NY 10016 N/A PC Dermatology Research Program 5000 OLD ROAD FUND INC 47 BEECHCROFT RD GREENWICH CT 06830 N/A PC scholarship fund and student support fund 5000 PILOBOLUS INC 6 KIRBY RD WASHINGTON CT 06793 N/A PC General & Unrestricted 1000 PRECEDE FOUNDATION INC 58 DEER RUN RD RED HOOK NY 12571 N/A PC PRECEDE study 5000 PRESIDENT AND FELLOWS OF HARVARD COLLEGE PO BOX 419209 BOSTON MA 02241 N/A PC General & Unrestricted 1000 PURCHASE COLLEGE FOUNDATION 735 ANDERSON HILL RD PURCHASE NY 10577 N/A PC General & Unrestricted 1000 PUTNAM-INDIAN FIELD SCHOOL INC 101 INDIAN FIELD RD GREENWICH CT 06830 N/A PC General & Unrestricted 1000 READING TEAM INC PO BOX 3510 NEW YORK NY 10027 N/A PC Expansion of literacy coaching program for Harlem students 15000 ROYAL FAMILY PRODUCTIONS INC 145 W 46TH ST 3 NEW YORK NY 10036 N/A PC education programs 5000 SEEDS OF PEACE INC 1100 13TH ST NW STE 800 WASHINGTON DC 20005 N/A PC Summer leadership program 5000 SHAKESPEARE ON THE SOUND INC PO BOX 15 NORWALK CT 06853 N/A PC Educational Outreach 15000 SHARP AGAIN NATURALLY INC 75 S BROADWAY 4TH FL STE 4491 WHITE PLAINS NY 10601 N/A PC Supporting Brain Health Longevity in Seniors 15000 SHATTERPROOF A NONPROFIT CORP PO BOX 24942 NEW YORK NY 10087 N/A PC Shatterproof's Stigma Reduction Initiative 10000 SOUTHERN POVERTY LAW CENTER INC 400 WASHINGTON AVE MONTGOMERY AL 36104 N/A PC Poverty eradication programs 2500 SQUASH HAVEN INC 33 DIXWELL AVE PMB 226 NEW HAVEN CT 06511 N/A PC Academic and athletic enrichment programs 10000 STAMFORD CENTER FOR THE ARTS INC 61 ATLANTIC ST STAMFORD CT 06901 N/A PC arts programming and education outreach 8000 STANFORD UNIVERSITY - GSB 655 KNIGHT WAY STANFORD CA 94305 N/A PC BOLD Fellows Fund for Student Support 250000 STEP UP TUTORING 1424 4TH ST STE 214 SANTA MONICA CA 90401 N/A PC academic tutoring programs 2500 STERLING & FRANCINE CLARK ART INST 225 S ST WILLIAMSTOWN MA 01267 N/A SO I cultural programming and educational outreach 35000 SUMMER CAMP INC 8 CHURCH ST BRIDGTON ME 04009 N/A PC summer campers Scholarship Fund 5000 TAFT SCHOOL CORPORATION 110 WOODBURY RD WATERTOWN CT 06795 N/A PC Annual Fund 1000 TAFT SCHOOL CORPORATION 110 WOODBURY RD WATERTOWN CT 06795 N/A PC Financial Aid Endowment 100000 TEMPLE SHOLOM INC 300 E PUTNAM AVE GREENWICH CT 06830 N/A PC Charitable Event 10000 THAMES VALLEY MUSIC SCHOOL 270 MOHEGAN AVECONNCOLLE BOX 5294 NEW LONDON CT 06320 N/A PC music instruction 3000 THE ASPEN INSTITUTE INC 2300 N ST NW STE 700 WASHINGTON DC 20037 N/A PC General & Unrestricted 1000 THE CARNEGIE HALL CORPORATION 881 7TH AVENUE NEW YORK NY 10019 N/A PC Music programming and outreach 15000 THE GREENWICH LAND TRUST INC 370 ROUND HILL RD GREENWICH CT 06831 N/A PC land conservation and preservation 5000 THE METROPOLITAN MUSEUM OF ART 1000 FIFTH AVE NEW YORK NY 10028 N/A PC American Wing fund 5000 THE MORGAN LIBRARY & MUSEUM 225 MADISON AVE NEW YORK NY 10016 N/A PC Educational programs and exhibitions 12500 THE MULTIPLE MYELOMA RESEARCH FOUNDATION INC 383 MAIN AVE 5TH FL NORWALK CT 06851 N/A PC Multiple Myeloma Research 5000 THE NEW YORK PUBLIC LIBRARY ASTOR LENOX AND TILDEN 270 MADISON AVE 12TH FL NEW YORK NY 10016 N/A PC General & Unrestricted 1000 TOGETHER ACHIEVING DREAMS FOUNDATION INC 418 BROADWAY N NEW YORK NY 12207 N/A PC Student mentorship program 11500 TOGETHER ACHIEVING DREAMS FOUNDATION INC 418 BROADWAY N NEW YORK NY 12207 N/A PC career mentoring program for blind and low-vision students 10000 TRINITY COLLEGE 300 SUMMIT ST HARTFORD CT 06106 N/A PC Trinity College Annual Fund 10000 TRUSTEES OF COLUMBIA UNIVERSITY PO BOX 1523 NEW YORK NY 10008 N/A PC Weinberg Cerebral Palsy Center 3000 TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW 622 WEST 113TH ST MC4523 NEW YORK NY 10025 N/A PC Justice Ruth Bader Ginsberg Scholarship Fund 2500 UJA FEDERATION OF GREENWICH 1 HOLLY HILL LN GREENWICH CT 06830 N/A PC community programs 10000 WARREN LAND TRUST INC 50 CEMETERY RD WARREN CT 06754 N/A PC Preservation of Tanner Farm and Mountain Lake Preserve 25000 WASHINGTON INSTITUTE FOR NEAR EAST POLICY 1111 19TH ST NW STE 500 WASHINGTON DC 20036 N/A PC Charitable Event 7500 WASHINGTON INSTITUTE FOR NEAR EAST POLICY 1111 19TH ST NW STE 500 WASHINGTON DC 20036 N/A PC research and policy support 15000 WATERSIDE SCHOOL INC 770 PACIFIC ST STAMFORD CT 06902 N/A PC Literacy Champions Initiative 75000 WATERSIDE SCHOOL INC 770 PACIFIC ST STAMFORD CT 06902 N/A PC Annual Fund and 5K Event 5000 WEITZMAN NATIONAL MUSEUM OF AMERICAN JEWISH HISTOR 101 S INDEPENDENCE MALL E PHILADELPHIA PA 19106 N/A PC General & Unrestricted 1000 WESTCHESTER ARC FOUNDATION INC 265 SAW MILL RIVER RD HAWTHORNE NY 10532 N/A PC Grant for music, movement, and art therapy program 75000 WILLIAMS COLLEGE 75 PARK ST WILLIAMSTOWN MA 01267 N/A PC Williams College Annual Fund 1000 YALE UNIVERSITY PO BOX 7611 NEW HAVEN CT 06519 N/A PC Cancer Research 10000 YALE UNIVERSITY PO BOX 2038 NEW HAVEN CT 06521 N/A PC Peter Salovey & Marta Elisa Moret Scholarship Fund 10000 YALE UNIVERSITY PO BOX 2038 NEW HAVEN CT 06521 N/A PC Yale Program for the Study of Antisemitism 125000 YALE UNIVERSITY PO BOX 2038 NEW HAVEN CT 06521 N/A PC Robert Blocker Scholarship Fund to provide financial aid to students within the Yale School of Music 125000 YALE UNIVERSITY PO BOX 2038 NEW HAVEN CT 06521 N/A PC Yale Class of 1954 Endowment for the Peabody Museum 100000 YALE UNIVERSITY PO BOX 2038 NEW HAVEN CT 06521 N/A PC Yale Emerging Climate Leaders Fellowship 75000 YALE UNIVERSITY PO BOX 2038 NEW HAVEN CT 06521 N/A PC Yale Lacrosse Association 10000 YALE UNIVERSITY PO BOX 2038 NEW HAVEN CT 06521 N/A PC Data Science Library fund 1000000 YALE UNIVERSITY ART GALLERY PO BOX 208271 NEW HAVEN CT 06520 N/A PC exhibitions and education programs 5000 YONKERS PARTNERS IN EDUCATION INC 92 MAIN ST SUITE 101 YONKERS NY 10701 N/A PC Yonkers and Jersey City College Access Programs 75000 4641000 14 193291 14 3707207 525990 65496 18 8429972 K-1 Inc/Loss 525990 29214 14 747999 Federal Tax Refund 01 2861 STATE TAX REFUND 01 1200 INTEREST INCOME FROM PFICS 14 4384 94710 13086914 13181624 false false false false false false false false false false COMPUTER - MARX 2019-06-01 3790 3788 SL 5 2 0 PART I LINE 6A (990-PF) PART I LINE 6A (990-PF) RECONCILIATION OF NET GAIN/(LOSS) FROM SALES OF ASSETS NOT INCLUDED IN PART IV TOTAL INCLUDED IN PART IV: (DETAILS BELOW) NET GAIN/(LOSS): $8,429,972 TOTAL NOT INCLUDED IN PART IV: PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - UBI NET GAIN/(LOSS): $65,496 TOTAL PART I, LINE 6A: $8,495,468 DETAILS OF ASSETS INCLUDED IN PART IV: PUBLICLY-TRAIDED SECURITIES GROSS SALES PRICE: $27,612,041 BOOK BASIS: $19,182,811 NET GAIN/(LOSS): $8,429,230 PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - NON UBI NET GAIN/(LOSS): $742 FORMS 926 FORMS 926 The Foundation has prepared thESE formS to the best of its ability based on the limited information provided to it by the investment on which the Foundation is reporting and on the basis of having received no information to the contrary. Any missing or incomplete information is due to the Foundation's inability to obtain such information and is not a willful attempt to withhold such information. BERKSHIRE HATHAWAY INC DEL CL 219968 2042760 BERKSHIRE HATHAWAY INC. CLASS 510677 1813120 BLACKROCK HIGH YIELD BOND PORT 1475489 1388922 BLUE OWL CAPITAL CORPORATION 3333865 3629496 COHEN & STEERS REAL ESTATE SEC 1386016 1151250 CONSUMER DISCRETIONARY SELECT 221672 230856 DODGE & COX INCOME FUND 1207742 1204613 EDGEWOOD GROWTH FUND INSTI 1093046 1119705 FIDELITY 500 INDEX FUND 19844329 31028063 FINANCIAL SELECT SECTOR SPDR F 943272 1064178 FS KKR CAPITAL CORP 3487431 3790205 GOLDMAN SACHS BDC INC 3436666 2854668 INVESCO QQQ TRUST 2381836 3303568 INVESCO S&P 500 EQUAL WEIGHT E 505674 532524 ISHARES TR S & P MIDCAP 400 IN 2954475 3238500 ISHARESLEHMAN 7-10YR 1380322 1302990 MARKET VECTORS - GOLD MINERS E 378490 396103 MARKET VECTORS BDC INCOME 10056076 9860642 MICROSOFT CORP 400938 4215000 OIL SVC HLDRS TR 738470 796603 PIMCO TOTAL RETURN FUND 951023 971605 SELECT SECTOR SPDR INDUSTRIAL 219380 208049 SELECT SECTOR SPDR-HEALTH CARE 624694 639013 SL GREEN RLTY CORP PFD SER I - 87824 94760 VANECK SEMICONDUCTOR ETF 731229 749516 VANGUARD TOTAL BOND MARKET IND 2500748 2508277 17 WEST ORANGE REALTY CO 613017 26 EAST REALTY CORPORATION 955500 ARGIN REALTY CO., INC 777312 CLAYTON, DUBILIER & RICE FUND 2532223 2781088 CRP VIII (CARLYLE) PRVT INV OF 293831 438098 DARB REALTY CORPORATION 56011 ELMONT JOINT VENTURE 6055 12892 FORT LEE JOINT VENTURE 5124 5104 GENERAL ATLANTIC INV PRTNRS SC 3090149 2763639 ITHACA JOINT VENTURE 6543 15166 KESMAR REALTY CO., INC 277336 KINNEY HYBLA JOINT VENTURE 3857 44100 KOHLBERG PARTNERS IX, LP 3967518 7725569 KOHLBERG PARTNERS X, LP 1038304 1414598 MADISON SYNDICATE 622 2380 MANASSAS JOINT VENTURE 4554 22969 MELCO HYBLA JOINT VENTURE 6598 31500 MONTCAN REALTY CO., INC 114667 NEWBURY STREET PARTNERS 16049 36462 PETERS LAND SYNDICATE 17772 28263 RMWC DIRECT LENDING OPPORTUNIT 4786381 4749359 SEAFORD JOINT VENTURE 1650 12600 SLP VI PRIVATE INVESTORS OFFSH 2352931 3425510 STATE COLLEGE JOINT VENTURE 3014 24898 COMPUTER - MARX 3790 3790 Administrative Fees 109312 109312 Cell Phone Expense 5432 5432 Computers/Electronic Devices 975 975 Digital Subscriptions 170 170 Foundation Dues & Memberships 830 830 K-1 Exp KOHLBERG PARTNERS IX, 14866 1206 K-1 Exp KOHLBERG PARTNERS X, L 133845 K-1 Exp RMWC DIRECT LENDING OP 61229 61229 Payroll Processing Fees 2063 2063 Postage/Delivery Service 190 190 State or Local Filing Fees 50 50 RMWC - ADDTL ORGANIZATION EXP 9197 9197 K-1 Inc/Loss ELMONT JOINT VENTURE 2739 2739 K-1 Inc/Loss FORT LEE JOINT VENTURE 899 899 K-1 Inc/Loss ITHACA JOINT VENTURE 1291 1291 K-1 Inc/Loss KINNEY HYBLA JOINT VENTURE 792 792 K-1 Inc/Loss KOHLBERG PARTNERS IX, LP 36913 10855 K-1 Inc/Loss KOHLBERG PARTNERS X, LP 3272 116 K-1 Inc/Loss MADISON SYNDICATE 496 496 K-1 Inc/Loss MANASSAS JOINT VENTURE 3113 3113 K-1 Inc/Loss MELCO HYBLA JOINT VENTURE 3968 3968 K-1 Inc/Loss NEWBURY STREET PARTNERS 5311 5311 K-1 Inc/Loss PETERS LAND SYNDICATE -936 -936 K-1 Inc/Loss RMWC DIRECT LENDING OPPORTUNITIES FU 718704 718704 K-1 Inc/Loss SEAFORD JOINT VENTURE 1882 1882 K-1 Inc/Loss STATE COLLEGE JOINT VENTURE -1231 -1231 Federal Tax Refund 2861 State Tax Refund 1200 interest income from pfics 4384 4384 Investment Management Services 139240 139240 990-PF Estimated Tax for 2024 67600 990-PF Excise Tax for 2023 3678 990-PF Extension for 2023 4100 Foreign Tax Paid 892 892 State Income Tax 2023 100