2026-04-01T09:44:15-05:00 2025-12-31 331197384 ANDERSEN TAX LLC 1 NORTH CLEMATIS STREET SUITE 110 WEST PALM BEACH FL 33401 990PF 2025-01-01 832618863 THREE OPINIONS FOUNDATION INC THRE 5618056550 1 N CLEMATIS STREET 110 WEST PALM BEACH FL 33401 MELISSA EPSTEIN DIRECTOR 5618056550 2026-03-18 1 ALLISON D DAVIS P00641426 5618056550 2025 2025-03-06 01:10:19Z X 11360734 X 0 X 9425 9425 309045 309045 8496 2794389 8496 326966 326966 0 0 0 70 0 70 28000 11200 16800 77 0 0 11105 3590 0 39593 22971 7194 78845 37761 24064 596918 596918 675763 37761 620982 -348797 289205 167967 148199 148199 2073024 2087300 2119097 6354318 6480780 8197262 1314063 842745 896176 7346 8897 0 9916718 9567921 11360734 0 0 X 0 0 0 0 9916718 9567921 9916718 9567921 9916718 9567921 9916718 -348797 0 9567921 0 9567921 PUBLICLY TRADED SECURITIES 2794389 2785893 8496 8496 8496 4020 0 4020 0 4020 7749 0 0 0 7749 0 3729 3729 0 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 0 0 0 1 N/A THREE OPINIONS FOUNDATION INC 5618056550 1 N CLEMATIS STREET STE 110 WEST PALM BEACH FL 33401 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DAVID EPSTEIN 1125 ISLAND DRIVE DELRAY BEACH FL 33483 DIRECTOR 2.00 0 0 0 MELISSA EPSTEIN 1125 ISLAND DRIVE DELRAY BEACH FL 33483 DIRECTOR 2.00 0 0 0 NONE 0 NONE 0 0 10636416 338542 0 10974958 0 0 10974958 164624 10810334 540517 540517 4020 4020 536497 0 536497 0 536497 620982 0 620982 536497 0 0 106348 10813 70278 187439 620982 0 0 0 536497 84485 0 0 271924 0 0 0 0 0 0 0 271924 106348 10813 70278 84485 DAVID EPSTEIN X PELICAN HARBOR SEABIRD STATION 1279 79TH STREET CAUSEWAY MIAMI FL 33138 N/A PC CARING FOR INJURED BROWN PELICANS 140970 TEMPLE EMANU-EL OF PALM BEACH 190 N COUNTY RD PALM BEACH FL 33480 N/A PC GENERAL PURPOSE ANNUAL FUND 58471 JEWISH NATIONAL FUND 42 E 69TH STREET NEW YORK NY 10021 N/A PC GENERAL PURPOSE 200000 TETON RAPTOR CENTER 5450 W US HIGHWAY 22 WILSON WY 83014 N/A PC GENERAL OPERATIONS 10138 BREAKTHROUGH 200 VESEY STREET 28TH FLOOR NEW YORK NY 10281 N/A PC GENERAL OPERATIONS 4758 FRIENDS OF FINN SQUARE 6 VARICK ST APT 7A NEW YORK CITY NY 10013 N/A PC GENERAL OPERATIONS 100 FLORIDA SHERIFFS 2617 MAHAN DRIVE TALLAHASSEE FL 32308 N/A PC GENERAL OPERATIONS 232 AMERICAN FRIENDS OF UNIT 669 35 CROSSBROOK RD LIVINGSTON NJ 07039 N/A PC GENERAL OPERATIONS 1869 JOURNEY TO LEAD 821 CHESAPEAKE AVE UNIT 5859 ANNAPOLIS MD 21403 N/A PC GENERAL OPERATIONS 100000 CLEVELAND CLINIC FOUNDATION 6801 BRECKSVILLE RD RK1-85 INDEPENDENCE OH 85296 N/A PC HEMATOLOGY RESEARCH 75000 INSIGHT THROUGH EDUCATION PO BOX 33054 PALM BEACH GARDENS FL 33420 N/A PC GENERAL OPERATIONS 5000 WHITNEY MUSEUM OF AMERICAN ART 99 GANSEVOORT ST NEW YORK NY 10014 N/A PC GENERAL OPERATIONS 280 NEW BEGINNING CHILDRENS HOMES PO BOX 529 CENTERTON AR 72719 N/A PC GENERAL OPERATIONS 100 596918 0 14 9425 14 309045 18 8496 0 326966 0 326966 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 28000 11200 16800 VANGUARD 500 INDEX-ADM 922908-71-0 430090 748251 UWM HOLDINGS CORP 91823B-10-9 31537 43800 SEER INC 81578P-10-6 94433 54900 FIDELITY 500 INDEX FUND 508795 728971 SIX CIRCLE MGD EQ US 2252954 2994281 JPMORAGN BETABUILDERS CANADA 96531 140151 SIX CIRCLE MGD EQ INTL 1044405 1289662 JPMORAGN BETABUILDERS EUROPE 24638 32472 JPMORAGN BETABUILDERS JAPAN 229377 272999 JPMORAGN BETABUILDERS DEVELO 82662 96217 STATE STREET FINANCIAL SELECT 81369Y-60-5 157010 217273 STATE STREET FINANCIAL SELECT 81369Y-70-4 28348 32110 BNP SPX OPTI ENTRY AC 500000 502700 JPM AC MARKET PLUS SPX 500000 512400 JPM CBEN SPX 250000 264575 MS AC MARKET PLUS SPX 250000 266500 EQUITY FUNDS AT COST 842745 896176 LEGAL FEES 70 0 70 OTHER ASSETS 7346 8897 OFFICE EXPENSES & MISC 6268 0 0 AMERICAN EXPRESS FEES 1295 0 0 MEALS 1277 0 0 FUEL/TRANSPORTATION 7194 0 7194 FILING FEES 588 0 0 JP MORGAN SERVICE FEE 22971 22971 0 FOREIGN TAX WITHHELD 3590 3590 0 STATE TAXES PAID 15 0 0 FEDERAL TAXES PAID 7500 0 0