2025-02-18T09:35:04-06:00 2024-08-31 881478669 CBIZ ADVISORS LLC 269 BUTTER LANE PO BOX 853 BRIDGEHAMPTON NY 11932 990PF 2023-09-01 471957885 ENSTINE FAMILY FOUNDATION INC ENST 6313558640 PO BOX 321 WATER MILL NY 11976 RAYMOND W ENSTINE JR PRESIDENT 6313558640 2025-02-14 1 1 THOMAS TERRY P00341047 6315372300 2025-02-14 2023 2025-03-06 01:10:19Z X 261989 X 82022 5449 5449 49718 84839 49718 137189 55167 0 0 0 6982 3491 3491 738 738 0 17 0 0 1870 0 75 170 0 170 9777 4229 3736 54000 54000 63777 4229 57736 73412 50938 254 20487 20487 10715 11202 11202 204575 210366 230300 215544 242055 261989 0 0 X 0 0 0 0 215544 242055 215544 242055 215544 242055 215544 73412 0 288956 46901 242055 SALE OF SECURITIES - UBS INVESTMENTS 2022-01-01 2023-12-18 81712 35121 46591 46591 CAPITAL GAINS DIVIDENDS P 3127 3127 3127 49718 708 0 708 0 708 500 0 0 0 500 X 18 226 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 0 0 0 0 1 N/A RAYMOND W ENSTINE JR 6313358640 PO BOX 321 WATER MILL NY 11976 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 RAYMOND W ENSTINE JR PO BOX 321 WATER MILL NY 11976 PRESIDENT & DIRECTOR 0.00 0 0 0 GWENDOLYN G ENSTINE PO BOX 321 WATER MILL NY 11976 VICE PRESIDENT & TREASURER 0.00 0 0 0 SCOTT ENSTINE PO BOX 321 WATER MILL NY 11976 SECRETARY & DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 0 207271 39886 0 247157 0 0 247157 3707 243450 12173 12173 708 708 11465 0 11465 0 11465 57736 0 57736 11465 0 0 65061 65061 57736 0 0 0 11465 46271 0 0 111332 0 0 0 0 0 0 0 111332 65061 46271 RAYMOND W ENSTINE JR GWENDOLYN G ENSTINE X AMERICAN RED CROSS LOW COUNTRY CHAPTER 2424-A-CITY HALL LANE NORTH CHARLESTON SC 29406 NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 5000 ANIMAL RESCUE FUND OF THE HAMPTONS INC PO BOX 2616 EAST HAMPTON NY 11937 NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 250 ARTS CENTER OF COASTAL CAROLINA 14 SHELTER COVE LANE HILTON HEAD ISLAND SC 29928 NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 250 COASTAL DISCOVERY MUSEUM PO BOX 23497 HILTON HEAD ISLAND SC 29925 NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 250 FAMILY PROMISE OF BEAUFORT COUNTY 181 BLUFFTON ROAD D101 BLUFFTON SC 29910 NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 1000 GREATER LOVELL LAND TRUST PO BOX 225 LOVELL ME 04051 NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 250 HEART OF THE HAMPTONS 168 HILL STREET SOUTHAMPTON NY 11968 NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 5000 HILTON HEAD HUMANE ASSOCIATION PO BOX 21790 HILTON HEAD ISLAND SC 29925 NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 250 HILTON HEAD ISLAND DEEP WELL PROJECT PO BOX 5543 HILTON HEAD ISLAND SC 29938 NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 5000 HOLY FAMILY CATHOLIC CHURCH 24 POPE AVENUE HILTON HEAD ISLAND SC 29928 NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 5000 HONOR FLIGHT LONG ISLAND 116 HAMPTON ROAD SOUTHAMPTON NY 11968 NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 250 KEZAR LAKE WATERSHED ASSOCIATION PO BOX 88 LOVELL ME 04051 NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 250 LYCOMING COLLEGE 700 COLLEGE PLACE PO BOX 165 WILLIAMSPORT PA 17701 NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 1000 OLA OF EASTERN LONG ISLAND PO BOX 278 SAGAPONACK NY 11962 NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 5000 OPERATION PATRIOTS FOB INC 23 NELIGH LANE BLUFFTON SC 29909 NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 5000 PARRISH ART MUSEUM 279 MONTAUK HIGHWAY WATER MILL NY 11976 NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 250 PENN CLUB INC PO BOX 246 ST HELENA ISLAND SC 29920 NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 250 PORT ROYAL SOUND FOUNDATION 310 OKATIE HIGHWAY OKATIE SC 29909 NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 250 SOUTHAMPTON CULTURAL CENTER PO BOX 5008 SOUTHAMPTON NY 11969 NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 250 SOUTHAMPTON HISTORY MUSEUM PO BOX 303 SOUTHAMPTON NY 11969 NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 250 SOUTHAMPTON HOSPITAL FOUNDATION 240 MEETING HOUSE LANE SOUTHAMPTON NY 11968 NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 250 SOUTHAMPTON VILLAGE VOLUNTEER AMBULANCE PO BOX 832 SOUTHAMPTON NY 11969 NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 250 THE PADOQUOHAN MEDICINE LODGE PO BOX 5078 SOUTHAMPTON NY 11969 NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 500 THE RETREAT 13 GOODFRIEND DRIVE EAST HAMPTON NY 11937 NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 250 THE SALVATION ARMY GREATER NEW YORK DIVISION PO BOX 3095 HARLAN IA 515930159 NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 250 THE USO PO BOX 96860 WASHINGTON DC 20077 NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 250 UNITED WAY OF THE LOWCOUNTRY PO BOX 202 BEAUFORT SC 29901 NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 10000 VIETNAM VETERANS MEMORIAL FUND INC PO BOX 96764 WASHINGTON DC 20090 NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 250 VOLUNTEERS IN MEDICINE CLINIC 15 NORTHRIDGE DRIVE HILTON HEAD ISLAND SC 29926 NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 500 WOUNDED WARRIOR PROJECT PO BOX 758512 TOPEKA KS 66675 NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 250 AMERICAN RED CROSS OF GREATER NEW YORK 520 W 49TH STREET NEW YORK NY 10019 NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 5000 MITCHELVILLE PRESERVATION PROJECT 539 WILLIAM HILTON PKWY HILTON HEAD ISLAND SC 29928 NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 250 SHELTER BOX USA PO BOX 103299 PASADENA CA 91189 NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 1000 54000 0 14 5449 18 49718 0 55167 0 55167 0 0 0 0 0 0 0 0 0 0 X X 1 RAYMOND W ENSTINE JR PO BOX 321 WATER MILL NY 11976 82022 X 1 50 SHARES OF ALTRIA GROUP INC 2101 2023-12-13 1 100 SHARES OF CHEVRON CORP FM 14461 2023-12-13 1 100 SHARES OF COLGATE PALMOLIVE CO FM 7939 2023-12-13 1 133 SHARES OF DOMINION ENERGY INC FM 6580 2023-12-13 1 50 SHARES OF CARRIER GLOBAL CORP FM 2790 2023-12-13 1 150 SHARES OF DIME CMNTY BANCSHARES INC 3790 2023-12-13 1 250 SHARES OF INTEL CORP FM 11142 2023-12-13 1 300 SHARES OF INTEL CORP FM 13371 2023-12-13 1 150 SHARES OF MONDELEZ INTL INC 10967 2023-12-13 1 50 PHILIP MORRIS INTL INC 4720 2023-12-13 1 50 SHARES OF RTX CORP FM 4161 2023-12-13 ACCOUNTING 6982 3491 3491 UBS INVESTMENTS - EQUITIES AT COST 133330 158289 UBS PACE ASSETS - UBS GOVERNMENT MONEY MARKET INVESTMENTS FUND CLASS P AT COST 2734 2734 UBS PACE ASSETS - NON-TRADITIONAL AT COST 24905 26381 UBS PACE ASSETS - FIXED INCOME AT COST 49397 42896 COST BASIS ADJUSTMENT ON DONATED SECURITIES 46901 NEW YORK LAW JOURNAL AD 170 0 170 INVESTMENT ADVISORY FEES 738 738 0 NYS CHARITIES BUREAU FEES 75 0 75 FEDERAL TAX - PRIOR YEARS 1295 0 0 ESTIMATED FEDERAL TAX PAYMENTS - CURRENT YEAR 500 0 0