2024-12-05T14:13:14-06:00 2024-01-31 850313705 RUDOLPH B SACKS JR PC PO BOX 5929 SANTA FE NM 87502 990PF 2023-02-01 850461725 THE HOFFMAN-BRAVY CHARITABLE FOUNDATION HOFF 5059888801 406 BOTULPH LANE SUITE 1 SANTA FE NM 87505 JOHN B HOFFMAN CO-TRUSTEE 5059888801 2024-12-04 1 0 RUDOLPH B SACKS JR P00175423 5059888801 2023 2024-10-15 13:58:12Z X 1642131 X X 221 221 48361 48361 4 4 4 48586 48586 0 0 0 1196 0 0 30 0 0 1226 0 0 67000 67000 68226 0 67000 -19640 48586 376221 357807 357807 282 11 11 262293 262293 480796 216834 216834 803517 855630 836945 1642131 955 0 955 X 0 0 0 0 855630 835990 855630 835990 855630 836945 855630 -19640 0 835990 0 835990 CAPITAL GAIN DISTRIBUTION P 4 4 4 4 675 0 675 0 675 700 0 0 0 700 14 11 11 0 0 0 0 0 0 0 0 0 0 0 1 1 NM 1 0 0 0 0 1 N/A RUDOLPH B SACKS JR 5059888801 406 BOTULPH LANE STE 1 SANTA FE NM 87505 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JOHN HOFFMAN C/O 406 BOTULPH LANE STE 1 SANTA FE NM 87505 CO-TRUSTEE 0.25 0 0 0 ANNABELLE HOFFMAN C/O 406 BOTULPH LANE STE 1 SANTA FE NM 87505 CO-TRUSTEE 0.25 0 0 0 NONE 0 NONE 0 0 1161057 389809 0 1550866 0 0 1550866 23263 1527603 76380 76380 675 675 75705 0 75705 0 75705 67000 0 67000 75705 66854 0 0 67000 66854 0 0 146 0 0 0 0 0 0 0 0 75559 0 0 0 X ACLU FOUNDATION PO BOX 97396 WASHINGTON DC 20090 NONE PC GENERAL OPERATING SUPPORT 500 AMERICAN FRIENDS OF MAGEN DAVID ADOM PO BOX 96402 WASHINGTON DC 20090 NONE PC GENERAL OPERATING SUPPORT 500 AMERICAN SOCIETY FOR YAD VASHEM 500 FIFTH AVE 42ND FL NEW YORK NY 10110 NONE PC GENERAL OPERATING SUPPORT 500 AMERICANS FOR PEACE NOW 1320 19TH ST NW STE 400 WASHINGTON DC 20036 NONE PC GENERAL OPERATING SUPPORT 500 BERKLEE COLLEGE OF MUSIC 1140 BOYLSTON ST MAIL STOP 8555-IA BOSTON MA 02215 NONE PC GENERAL OPERATING SUPPORT 2500 BRANDEIS UNIVERSITY 415 SOUTH STREET WALTHAM MA 02453 NONE PC GENERAL OPERATING SUPPORT 2500 CHRISTUS ST VINCENT HOSPITAL FOUNDATION 455 ST MICHAELS DRIVE SANTA FE NM 87505 NONE PC GENERAL OPERATING SUPPORT 1000 DE LA SALLE ACADEMY 332 WEST 43RD ST NEW YORK NY 10036 NONE PC GENERAL OPERATING SUPPORT 2500 DOCTORS WITHOUT BORDERS PO BOX 5022 HAGERSTOWN MD 21741 NONE PC GENERAL OPERATING SUPPORT 1000 DUBIN BREAST CENTER TISCH CANCER INSTITUTE 1176 5TH AVENUE NEW YORK NY 10029 NONE PC GENERAL OPERATING SUPPORT 500 ESPERANZA SHELTER 3130 RUFINA STREET SANTA FE NM 87507 NONE PC GENERAL OPERATING SUPPORT 1000 FOOD DEPOT 1222-A SILER ROAD SANTA FE NM 87507 NONE PC GENERAL OPERATING SUPPORT 1000 GEORGE SCHOOL 1690 NEWTOWN-LANGHOME ROAD PMB 4438 NEWTON PA 18940 NONE PC GENERAL OPERATING SUPPORT 10000 HARVARD COLLEGE FUND 124 MT AUBURN ST CAMBRIDGE MA 02138 NONE PC GENERAL OPERATING SUPPORT 2500 KINHAVEN MUSIC SCHOOL 6 ELBERTA ROAD MAPLEWOOD NJ 07040 NONE PC GENERAL OPERATING SUPPORT 2500 LA FAMILIA 1035 ALTO STREET SANTA FE NM 87501 NONE PC GENERAL OPERATING SUPPORT 1000 LENSIC PERFORMING ARTS CENTER 211 W SAN FRANCISCO ST SANTA FE NM 87501 NONE PC GENERAL OPERATING SUPPORT 500 LITERACY VOLUNTEERS OF SANTA FE 6401 S RICHARDS AVE SANTA FE NM 87508 NONE PC GENERAL OPERATING SUPPORT 500 MAKE A WISH FOUNDATION 1702 E HIGHLAND AVE STE 400 PHOENIX AZ 85016 NONE PC GENERAL OPERATING SUPPORT 500 MEMORIAL SLOAN KETTERING CANCER CENTER 1275 YORK AVE NEW YORK NY 10021 NONE PC GENERAL OPERATING SUPPORT 1000 NEW MEXICO PBS 1130 UNIVERSITY BLVD NE ALBUQUERQUE NM 87131 NONE PC GENERAL OPERATING SUPPORT 1000 NEW MEXICO PERFORMING ARTS SOCIETY 7038 CAMINO ROJO SANTA FE NM 87507 NONE PC GENERAL OPERATING SUPPORT 500 NYU LANGONE HEALTH 1 PARK AVE 5TH FL NEW YORK NY 10016 NONE PC GENERAL OPERATING SUPPORT 2500 OLIVER SCHOLARS PROGRAM 80 MAIDEN LANE STE 706 NEW YORK NY 10038 NONE PC GENERAL OPERATING SUPPORT 2500 PERFORMANCE SANTA FE 324 PASEO DE PERALTA STE A SANTA FE NM 87501 NONE PC GENERAL OPERATING SUPPORT 500 PERFORMING ARTS OF SUFFOLK COUNTY 215 S COUNTY RD BELLPORT NY 11713 NONE PC GENERAL OPERATING SUPPORT 500 PLANNED PARENTHOOD OF THE ROCKY MOUNTAINS 7155 E 38TH AVE DENVER CO 80207 NONE PC GENERAL OPERATING SUPPORT 1000 PUTNEY SCHOOL 418 HOUGHTON BROOK ROAD PUTNEY VT 05346 NONE PC GENERAL OPERATING SUPPORT 10000 SALVATION ARMY PO BOX 9918 SANTA FE NM 87504 NONE PC GENERAL OPERATING SUPPORT 500 SANTA FE CHAMBER MUSIC FESTIVAL PO BOX 2227 SANTA FE NM 87504 NONE PC GENERAL OPERATING SUPPORT 500 SANTA FE CHILDREN'S MUSEUM 1050 OLD PECOS TRAIL SANTA FE NM 87505 NONE PC GENERAL OPERATING SUPPORT 500 SANTA FE COMMUNITY COLLEGE FOUNDATION 6401 S RICHARDS AVE SANTA FE NM 87508 NONE PC GENERAL OPERATING SUPPORT 500 SANTA FE COMMUNITY FOUNDATION PO BOX 1827 SANTA FE NM 87504 NONE PC GENERAL OPERATING SUPPORT 500 SANTA FE PLAYHOUSE 142 E DE VARGAS ST SANTA FE NM 87501 NONE PC GENERAL OPERATING SUPPORT 249 SAVE THE CHILDREN 501 KINGS HWY E STE 400 FAIRFIELD CT 06825 NONE PC GENERAL OPERATING SUPPORT 500 SCHOOL OF ADVANCED RESEARCH PO BOX 2188 SANTA FE NM 87504 NONE PC GENERAL OPERATING SUPPORT 500 SMITH COLLEGE 10 ELM STREET NORTHAMPTON MA 01063 NONE PC GENERAL OPERATING SUPPORT 2500 ST ELIZABETH'S SHELTER 804 ALARID ST SANTA FE NM 87505 NONE PC GENERAL OPERATING SUPPORT 1000 ST JUDE CHILDREN'S RESEARCH HOSPITAL 262 DANNY THOMAS PL MEMPHIS TN 38105 NONE PC GENERAL OPERATING SUPPORT 1000 STEPHEN GAYNOR SCHOOL 148 W 90TH ST NEW YORK NY 10024 NONE PC GENERAL OPERATING SUPPORT 2500 SUSAN G KOMEN 13770 NOEL RD STE 801889 DALLAS TX 75380 NONE PC GENERAL OPERATING SUPPORT 1000 UNITED WAY OF SANTA FE COUNTY 440 CERRILLOS ROAD STE A SANTA FE NM 87501 NONE PC GENERAL OPERATING SUPPORT 500 WESTHAMPTON BEACH PERFORMING ARTS CENTER 76 MAIN ST WESTHAMPTON BEACH NY 11978 NONE PC GENERAL OPERATING SUPPORT 500 WHEELWRIGHT MUSEUM PO BOX 5153 SANTA FE NM 87502 NONE PC GENERAL OPERATING SUPPORT 500 TEMPLE BETH SHALOM 205 E BARCELONA SANTA FE NM 87505 NONE PC GENERAL OPERATING SUPPORT 2751 67000 0 14 221 14 48361 18 4 0 48586 0 48586 0 0 0 0 0 0 0 0 0 0 CHARLES SCHWAB & CO. NOMINEE ACCOUNT 262293 480796 SCHWAB S&P 500 SELECT MUTUAL FUND SHARES FMV 216834 803517 PENALTY 30 0 0 FEDERAL TAX 1196 0 0