2024-05-09T06:50:18-05:00 2023-12-31 843082310 20 20 TAX CONSULTING LLC 25-65 34TH STREET ASTORIA NY 11103 990PF 2023-01-01 136107423 THE WALTERS FAMILY FOUNDATION INC C/O 20 20 TAX CONSULTING LLC WALT 6466234873 25-65 34TH STREET ASTORIA NY 11103 SARAH BLANC PRESIDENT/DIRECTOR/TREASURER 6466234873 2024-05-06 1 SARAH BLANC 999009999 1 JOSEPH D'ANGELO P00741679 6466234873 2024-05-06 X 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 5406984 X X 126116 126116 176240 248246 176240 5 5 302361 302361 0 0 0 3750 0 3750 48500 43650 4850 2600 0 2600 688 0 688 55538 43650 11888 250000 250000 305538 43650 261888 -3177 258711 7168 2130 2130 25110 81955 81955 1323282 1268298 4592085 734165 734165 730814 2089725 2086548 5406984 0 0 X 2157271 2157271 0 0 -67546 -70723 2089725 2086548 2089725 2086548 2089725 -3177 0 2086548 0 2086548 500 SHARES ALLSTATE CORP P 2007-07-27 2023-10-03 55077 26958 28119 28119 500 SHARES BAXTER INTL INC P 2006-03-13 2023-10-03 18378 10661 7717 7717 1,000 SHARES EQTY RESDNTL EFF P 1996-08-08 2023-10-03 57229 18917 38312 38312 250 SHARES MASTERCARD INC CL A P 2008-09-09 2023-10-03 97769 5333 92436 92436 382 SHARES JOHNSON CTLS INTL PLC COM P 2012-02-03 2023-10-03 19793 10137 9656 9656 176240 3596 0 3596 0 3596 2920 0 0 0 2920 0 676 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 0 0 0 0 1 N/A 20 20 TAX CONSULTING LLC 6466234873 25-65 34TH STREET ASTORIA NY 11103 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 KATHRYN WALTERS C/O 20 20 TAX CONSULTING LLC 25-65 34TH STREET ASTORIA NY 11103 VICE PRESIDENT/DIRECTOR 10.00 0 0 0 SARAH BLANC C/O 20 20 TAX CONSULTING LLC 25-65 34TH STREET ASTORIA NY 11103 PRESIDENT/DIRECTOR/TREASUR 10.00 0 0 0 CHRISTOPHER ALBERT BLANC C/O 20 20 TAX CONSULTING LLC 25-65 34TH STREET ASTORIA NY 11103 SECRETARY/DIRECTOR 10.00 0 0 0 NONE 0 NONE 0 0 5224099 94458 0 5318557 0 0 5318557 79778 5238779 261939 261939 3596 3596 258343 0 258343 0 258343 261888 0 261888 258343 0 0 34215 10332 5398 49945 261888 0 0 0 258343 3545 0 0 53490 0 0 0 0 0 0 0 53490 34215 10332 5398 3545 X LOVE 146 PO BOX 8266 NEW HAVEN CT 06530 PC GENERAL PURPOSE 30000 DOCTORS WITHOUT BOARDERS 40 RECTOR ST 16TH FLOOR NEW YORK NY 10006 PC GENERAL PURPOSE 50000 DIRECT RELIEF 6100 WALLACE BECKNELL ROAD SANTA BARBARA CA 93117 PC GENERAL PURPOSE 20000 SAVE THE CHILDREN 501 KINGS HIGHWAY EAST SUITE 400 FAIRFIELD CT 06825 PC GENERAL PURPOSE 50000 UNICEF 125 MAIDEN LANE NEW YORK NY 10038 PC GENERAL PURPOSE 50000 ASPCA 424 EAST 92ND STREET NEW YORK NY 10128 PC GENERAL PURPOSE 20000 FEEDING AMERICA 161 NORTH CLARK STREET SUITE 700 CHICAGO IL 60601 PC GENERAL PURPOSE 30000 250000 0 14 126116 14 5 18 176240 0 302361 0 302361 0 0 0 0 0 0 0 0 0 0 TAX PREP FEES 3750 0 3750 1,300 SHS ABBOTT LABORATORIES 915 143091 1,000 SHS ALPHABET INC CL C 14850 140930 1,000 SHS ALPHABET INC CAPITAL CL A 14939 139690 600 SHS AMAZON COM INC 41591 91164 1,700 SHS APPLE COM 27921 327301 3,000 SHS BANK OF AMERICA CORP 36445 101010 152 SHS BECTON, DICKINSON AND CO 31823 37062 750 SHS BERKSHIRE HATHAWAY INC-CL B 35581 267495 320 SHS BOEING CO COM 32634 83411 1,500 SHS BRISTOL MYERS SQUIBB CO 78565 76965 1,000 SHS CISCO SYSTEMS INC 20170 50520 600 SHS COCA COLA CO 20442 35358 508 SHS COLGATE-PALMOLIVE CO 559 40493 2,500 SHS COMCAST CORP NEW-CL A 32459 109625 500 SHS CONOCOPHILLIPS COM 25855 58035 2,000 SHS EXXON MOBIL CORP 13717 199960 800 SHS HCA HEALTHCARE INC COM 40286 216544 200 SHS JOHNSON & JOHNSON COM 334 31348 1,000 SHS JPMORGAN CHASE & CO 9570 170100 1,050 SHS MASTERCARD INC CL A 18901 447836 2,600 SHS MFC ISHARES TR GLOBAL INFRASTRUCTURE 114599 122330 1,000 SHS MICROSOFT CORP COM 30310 376040 600 SHS NIKE INC CL B 16224 65142 350 SHS PEPSICO INC COM 22399 59444 2,000 SHS PFIZER INC 40090 57580 600 SHS PROCTER & GAMBLE COM 41889 87924 1,000 SHS TJX COS INC 26689 93810 300 SHS UNION PAC CORP 24377 73686 500 SHS UNITEDHEALTH GROUP INC 34025 263235 300 SHS WALMART INC COM 26073 47295 1,800 SHS WELLS FARGO & CO NEW 52374 88596 14,388.47 SHS MFB NORTHERN EQUITY INDEX FUNDS 225137 287050 3,158.13 SHS MFO MFS INSTL INTL EQUITY FUND 79779 104029 700 SHS ALLSTATE CORP COMMON 36776 97986 40,645.46 SHS MFB NORTHERN HIGH YIELD FIXED INCOME FUND AT COST 288916 243466 3,935.77 SHS MFO BLACKROCK FDS V HIGH YIELD BD PORT AT COST 30187 27708 16,110.35 SHS MFB NORTHERN FUNDS TAX ADVANTAGED ULTRA SHORT FIXED AT COST 163198 163359 16,159.69 SHS MFB NORTHERN FDS GLOBAL REAL ESTATE INDEX FD AT COST 151047 155618 3,435 SHS MFC FLEXSHARES TR MORNINGSTAR GLOBAL AT COST 100817 140663 NYS FILING FEE 250 0 250 MISC FOUNDATION EXPENSES 438 0 438 NORTHERN TRUST 5 5 5 NORTHERN TRUST MGT FEES 48500 43650 4850 2023 TAXES 2600 0 2600