2024-05-14T08:42:53-05:00 2023-12-31 111986323 MARCUM LLP 35 MASON STREET GREENWICH CT 06830 990PF 2023-01-01 136863977 THE RONALD P AND SUSAN E LYNCH FOUNDATION C/O MILTON KAIN RONA 2129408800 KMR LLP 575 MADISON AVE NEW YORK NY 100222588 SUSAN LYNCH CO MILTON KAIN KATTEN OFFICER 2129408800 2024-05-13 1 SUSAN LYNCH CO MILTON KAIN 999009999 0 ARI U MAUNULA P00160551 2036813100 2024-05-13 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 21350456 X 0 X 1721 1721 651727 651727 -1012861 7117738 0 -359413 653448 0 0 0 14144 7072 7072 2056 2056 0 51 0 50 16251 9128 7122 1025259 1025259 1041510 9128 1032381 -1400923 644320 591627 53790 53790 23391700 22481803 21249855 0 46811 46811 23983327 22582404 21350456 0 0 X 0 0 0 0 23983327 22582404 23983327 22582404 23983327 22582404 23983327 -1400923 0 22582404 0 22582404 PUBLICALLY TRADED SECURITIES P 2001-01-01 2022-12-31 7100000 8130599 -1030599 -1030599 CAPITAL GAINS DIVIDENDS P 17738 17738 17738 -1012861 8956 0 8956 0 8956 19256 0 0 0 19256 0 10300 10300 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ORGANIZATION'S PROGRAMS & ACTIVITIES 10000 1025259 0 14 1721 14 651727 18 -1012861 0 -359413 0 -359413 0 0 0 0 0 0 0 0 0 0 LORI SCHWARTZ, CPA 3638 1819 1819 MARCUM TAX 10506 5253 5253 NONE 0 PURSUANT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE RONALD P. AND SUSAN E. LYNCH FOUNDATION, INC. HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS. PURSUANT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE RONALD P. AND SUSAN E. LYNCH FOUNDATION, INC. HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS. AFFILIATED FUND AT COST 1737786 2338297 ALPHA AT COST 4880460 4662192 BZL, INC. AT COST 262378 0 DEVELOPING GROWTH FUND AT COST 1998258 1958412 FUNDAMENTAL EQUITY FUND A AT COST 1928808 2109096 GROWTH OPPORTUNITIES AT COST 1166897 1141798 HIGH YIELD AT COST 1776447 1572930 SMALL CAP VALUE AT COST 2371025 1176937 LORD ABBETT CREDIT OPPORTUNITIES FUND CLASS U AT COST 6359744 6290193 DIVIDEND RECEIVABLE (LORD ABBETT CREDIT OPPORTUNITIES CLASS U) 46811 46811 BANK SERVICE CHARGES 51 0 50 FOREIGN TAX 2056 2056 0