2024-09-30T14:56:45-05:00 2023-12-31 010494526 Baker Newman & Noyes PO Box 507 Portland ME 04112 990PF 2023-01-01 844538129 Eva and Howard Nacht Foundation EVAA 6172484760 Choate LLP PO Box 961019 Boston MA 02196 Ronald S Pohl Trustee 6172484760 2024-09-27 1 0 Nicholas E Porto P01310283 2078792100 2024-09-27 2023 2024-10-15 13:58:12Z X 4866177 X X 25179 25179 96115 96115 -128060 5198380 0 6062 14444 -704 135738 43299 0 43299 2000 1000 1000 23738 23738 0 500 0 0 70 0 70 69607 24738 44369 214823 214823 284430 24738 259192 -285134 111000 178992 157243 157243 1343924 2385465 2385465 2264926 751342 751342 854466 1572127 1572127 4642308 4866177 4866177 0 0 X 4642308 4866177 0 0 0 0 4642308 4866177 4642308 4866177 4642308 -285134 509003 4866177 0 4866177 Publicly Traded Securities P 5193477 5326440 -132963 -132963 From Passthru P 1590 1590 1590 Capital Gains Dividends P 3313 3313 3313 -128060 1543 0 1543 0 1543 9555 0 0 0 9555 0 8012 8012 0 0 0 0 0 0 0 0 0 1 1 0 1 1 MA 1 0 0 0 0 1 N/A Choate Hall & Stewart LLP 6172484760 Two Intl Place Boston MA 02110 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Ronald S Pohl c/o Pohl Law Group 60 East 42nd St New York NY 10165 Trustee 2.00 43299 0 0 NONE 0 NONE 0 0 3538085 566226 878657 4982968 0 0 4982968 74745 4908223 245411 245411 1543 1543 243868 2000 245868 0 245868 259192 0 259192 245868 215580 0 0 259192 215580 0 0 43612 0 0 0 0 0 0 0 0 202256 0 0 0 X American Friends of Cite du Vin 875 Third Avenue New York NY 10022 N/A PC General Support 5500 Anti Defamation League 605 Third Avenue New York NY 10158 N/A PC General Support 10000 ASPCA 424 East 92nd Street New York NY 10128 N/A PC General Support 4823 Brooklyn College 2900 Bedord Avenue Brooklyn NY 11210 N/A GOV General Support 5000 Brooklyn Law School 250 Joralemon Street Brooklyn NY 11201 N/A PC General Support 10000 Brooklyn Rescue Mission 255 Brainbridge Street Brooklyn NY 11233 N/A PC General Support 7500 CaringKind 360 Lexington Avenue 3rd Floor New York NY 10017 N/A PC General Support 5000 Central Synagogue 123 East 55th Street New York NY 10002 N/A PC General Support 4000 Children of Promise NYC 54 Macdonough Street Brooklyn NY 11216 N/A PC General Support 5000 Children's Brain Tumor Foundation 1460 Broadway New York NY 10036 N/A PC General Support 20000 Citymeals on Wheels 355 Lexington Avenue New York NY 10017 N/A PC General Support 5000 Columbia University 615 West 131st Street New York NY 10027 N/A PC Division of Movement Disorders 5000 Congregation Beth-El 18001 Union Turnpike Fresh Meadows NY 11366 N/A PC General Support 5000 Doctors Without Borders 40 Rector Street 16th Floor New York NY 10006 N/A PC General Support 7500 Equal Justice Initiative 122 Commerce Street Montgomery AL 35104 N/A PC General Support 3000 Feeding America 161 North Clark Street 700 Chicago IL 60601 N/A PC General Support 5000 Feeding Westchester 200 Clearbrook Road Elmsford NY 10523 N/A PC General Support 7500 Food Bank for NYC 39 Broadway 10th Floor New York NY 10006 N/A PC General Support 5000 Friends of the IDF 60 East 42nd Street New York NY 10165 N/A PC General Support 10000 Habitat for Humanity International 322 West Lamar Street Americus GA 31709 N/A PC General Support 5000 Hands in 4 Youth 256 Macopin Road West Milford NJ 07480 N/A PC General Support 10000 Heifer International 1 World Avenue Little Rock AR 72202 N/A PC General Support 4000 HIAS 1300 Spring Street 500 Silver Spring MD 20910 N/A PC General Support 6000 Innocence Project 40 Worth Street 701 New York NY 10013 N/A PC General Support 3000 JCCA 858 East 29th Street Brooklyn NY 11210 N/A PC General Support 3000 Keep America Beautiful 1010 Washington Boulevard Stamford CT 06901 N/A PC General Support 3000 Medical Teams International PO Box 4228 Portland OR 97208 N/A PC General Support 4000 New York Philharmonic 10 Lincoln Center Plaza New York NY 10023 N/A PC General Support 5000 No Kid Hungry by Share Our Strength 1030 15th Street NW Washington DC 20005 N/A PC General Support 5000 Reboot Inc 734 Longmeadow Street 103 Longmeadow MA 01106 N/A PC General Support 5000 SMSU Foundation 220 Founders Hall Marshall MN 56258 N/A PC General Support 3000 St Judes Childrens Research Hospital 501 St Jude Place Memphis TN 38105 N/A PC General Support 6000 Surgeons of Hope Foundation 1675 Broadway 5th Floor New York NY 10019 N/A PC General Support 5000 Temple Beth Shalom 740 North Broadway HastingsOnHudson NY 10706 N/A PC General Support 10000 UNICEF USA 125 Maiden Lane New York NY 10038 N/A PC General Support 5000 World Wildlife Fund 1250 24th Street NW Washington DC 20090 N/A PC General Support 3000 214823 0 14 25179 14 96115 18 -128060 Passthrough Income 523000 -8410 14 14444 Excise Tax Refund 900099 01 28 -8410 7706 0 -704 0 0 0 0 0 0 0 0 0 0 Tax Preparation 2000 1000 1000 44969.835 units DFAPX 451497 451497 1810.000 units AGG 179643 179643 12760.349 units PYAIX 120202 120202 4847.110 units APHTX 89817 89817 1135.000 units RSP 179103 179103 2875.000 units IVW 1373186 1373186 2100.000 units PYODX 78309 78309 9750.000 units GSIMX 193148 193148 13414.283 units TCIEX 293236 293236 7850.000 units WCMIX 178666 178666 Artisan China PV Offshore Fund FMV 150162 150162 NB Credit Opportunities II Cayman Feeder LP FMV 380723 380723 Shenkman Tactical Credit Fund LP FMV 332095 332095 1899 Opportunities Fund II FMV 66097 66097 BDC Properties LLC FMV 480465 480465 17885.000 units APHFX FMV 162585 162585 MA PC Fee 70 0 70 Passthrough Income 6034 14444 6034 Excise Tax Refund 28 28 Unrealized Gain on Investments 507003 Recoveries of amounts previously treated as qualifying distributions 2000 Investment Management, Recordkeeping 23738 23738 0 Unrelated Business Income Tax 500 0 0