2025-02-12T08:20:11-06:00 2024-04-30 270288171 Schwartz & Ginsberg CPA's PC 1675 Broadway New York NY 100194315 990PF 2023-05-01 133745065 LAKE ROAD FOUNDATION LOWE 2124684919 CO LEONARD SCHWARTZ 1675 BROADWAY NEW YORK NY 10019 WENDY SANDLER President 2124684919 2025-02-03 1 0 NICOLE JACOBOWITZ P00837676 2124684919 2025-01-31 2023 2025-03-06 01:10:19Z X 40625103 X X 7480 7480 238342 238342 183554 2320855 183554 493239 493239 922615 922615 0 0 0 8025 5377 2648 17038 5953 0 209581 208831 750 234644 220161 3398 1711312 1711312 1945956 220161 1714710 -1023341 702454 1383519 725959 725959 6843270 6843270 14987500 18681645 18090380 24911644 26908434 25659609 40625103 0 0 X 376056 376056 0 0 26532378 25283553 26908434 25659609 26908434 25659609 26908434 -1023341 8277 25893370 233761 25659609 JPM #F44712001 P 2023-04-30 2024-04-30 1445243 1220819 224424 224424 JPM #G21382009 P 2023-04-30 2024-04-30 181143 227510 -46367 -46367 MS #622-069080 P 2023-04-30 2024-04-30 274941 266894 8047 8047 MS #622-069220 P 2023-04-30 2024-04-30 285806 329647 -43841 -43841 MS #622-107671 P 2023-04-30 2024-04-30 82753 92431 -9678 -9678 Capital Gains Dividends P 50969 50969 50969 183554 9764 0 9764 0 9764 5480 0 0 0 5480 X 180 4464 0 0 0 0 0 0 0 0 0 0 1 1 DE NY 1 0 0 0 0 1 N/A SCHWARTZ GINSBERG CPA'S PC 2124684919 1675 BROADWAY-32RD FLOOR NEW YORK NY 10019 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 WENDY SANDLER 839 ORIENTA AVE MAMARONECK NY 10543 PRESIDENT 0.00 0 0 0 NEIL SANDLER 839 ORIENTA AVE MAMARONECK NY 10543 SECRETARY AND TREASURER 0.00 0 0 0 SUSAN LEWEN 77 HAVEMEYER LANE STAMFORD CT 06902 DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 0 37710525 864105 0 38574630 0 0 38574630 578619 37996011 1899801 1899801 9764 9764 1890037 0 1890037 0 1890037 1714710 0 1714710 1890037 0 0 219736 1151755 1371491 1714710 0 0 0 1714710 0 175327 175327 1196164 0 0 0 0 0 0 0 1196164 44409 1151755 X Agahozo-Shalom Youth Village 234 5th Avenue New York NY 10001 Exempt General 60000 Camp Avoda 23 Gibbs Road Middleboro MA 02346 Exempt General 10000 Holocaust and Human Rights Education 4 West Red Oak Lane Suite 204 White Plains NY 10604 Exempt General 5000 James Lenox House Association Inc 49 E 73rd St New York NY 10021 Exempt General 1030 Jewish Community Relations Council 520 8th Ave Sute 1400 New York NY 10018 Exempt General 3705 Larchmont Mamaroneck Community Counseling Center 234 Stanley Ave Mamaroneck NY 10543 Exempt General 360 National Brain Tumor Society 55 Chapel St suite 006 Newton MA 02458 Exempt General 100 NY Public Radio 160 Varick Street New York NY 10013 Exempt General 10000 Park City Community Foundation 1918 Prospector Ave Park City UT 84060 Exempt General 11355 Planned Parenthood 123 William St 10th Floor New York NY 10038 Exempt General 5000 Play for PINK 28 West 44th Street Suite 609 New York NY 10036 Exempt General 150 Sunrise Association 11 Neil Ct Oceanside NY 11572 Exempt General 186 Temple Beth El 220 South Bedford Rd Chappaqua NY 10514 Exempt General 180 The Afya Foundation 140 Saw Mill River Rd Yonkers NY 10701 Exempt General 5182 The Associated Jewish Federation 101 W Mt Royal Av Baltimore MD 21201 Exempt General 121 The International Focusing Institute 15 N Mill St Nyack NY 10960 Exempt General 10000 Third Way Institute 1025 Connecticut Ave NW Suite 400 Washington DC 20036 Exempt General 100000 Westchester Jewish Center 175 Rockland Ave Mamaroneck NY 10543 Exempt General 1545 University of Southern California 3551 Trousdale Pkwy Los Angeles CA 90007 Exempt General 25000 Pan-Mass Challenge 77 4the Avenue Needham MA 02494 Exempt General 356 Let's Get Ready 50 Broadway New York NY 10004 Exempt General 526 Central Synagogue 652 Lexington Ave New York NY 10022 Exempt General 1000 Emelin Theatre 153 Library Ln 3609 Mamaroneck NY 10543 Exempt General 1000 Mamaroneck EMS 220 N Barry Ave Ext Mamaroneck NY 10543 Exempt General 1000 People's Health Clinic 650 Round Valley Drive Park City UT 84068 Exempt General 1042 Hillels of Georgia 1100 Spring St NW 810 Atlanta GA 30309 Exempt General 1854 Temple Har Shalom 104 Mt Horeb Rd Warren NJ 07059 Exempt General 2225 Crohn's & Colitis Foundation 733 Third Avenue New York NY 10017 Exempt General 5000 Peace House 700 Round Valley Drive 115 Park City UT 84060 Exempt General 5700 Jewish Education Project 520 8th Ave New York NY 10018 Exempt General 10000 Larchmont Temple 75 Larchmont Ave Larchmont NY 10538 Exempt General 12373 Westchester Jewish Community Services 845 N Broadway White Plains NY 10603 Exempt General 15000 Center for Reproductive Rights 199 Water Street New York NY 10038 Exempt General 25000 Museum of Jewish Heritage 36 Battery Pl New York NY 10280 Exempt General 26750 Hospital for Special Surgery 535 East 70th Street New York NY 10021 Exempt General 151040 UJA-Federation of New York 130 E 59th St New York NY 10022 Exempt General 502532 Jewish Communal Fund 575 Madison Ave 703 New York NY 10022 Exempt General 700000 1711312 0 14 7480 14 238342 14 493239 18 183554 0 922615 0 922615 0 0 0 0 0 0 0 0 0 0 SCHWARTZ & GINSBERG CPA PC 8025 5377 2648 13 SHS. BERKSHIRE HATHAWAY (#8006) 1569750 7793500 12 SHS. BERKSHIRE HATHAWAY (#7671) 5273520 7194000 KENSICO OFFSHORE FUND AT COST 3456174 9125722 SEE ATTACHED STATEMENT #2001 AT COST 3107156 4111625 SEE ATTACHED STATEMENT #9080 AT COST 5133052 5608796 SEE ATTACHED STATEMENT #9220 AT COST 572833 557999 SEE ATTACHED STATEMENT #7671 AT COST 1014886 928434 SEE ATTACHED STATEMENT #2009 AT COST 256876 302774 SEE ATTACHED STATEMENT #8006 AT COST 549403 561983 ACACIA CONSERVATION FUND AT COST 2000000 1591763 POPLAR INTERNATIONAL PARTNERS AT COST 2000000 2122548 BOOK BASIS ADJUSTMENT ON KENSICO LP SALE 233761 FILING FEES -NY 750 0 750 INVESTMENT MANAGEMENT FEES 107759 107759 0 ADR DEPOSITORY FEES 1072 1072 0 ADVISORY FEE 100000 100000 0 KENSICO ORDINARY INCOME 493239 493239 493239 BOOK BASIS ADJUSTMENT 8277 FEDERAL EXCISE TAX 11085 0 0 FOREIGN TAX WITHHELD 5953 5953 0