2024-11-14T16:11:54-06:00 2023-12-31 840420314 SHERMAN & HOWARD LLC 675 15TH STREET SUITE 2300 DENVER CO 80202 990PF 2023-01-01 474622381 NATAN FOUNDATION NATA 6198187366 6251 LA JOLLA SCENIC DRIVE LA JOLLA CA 92037 DANA ZEFF SECRETARY 6198187366 2024-11-14 1 1 GREGORY T DENSEN P01280312 3032972900 X 2023 2024-10-15 13:58:12Z X 7746517 X 2009353 88652 88652 122528 122527 -142141 3372859 0 2078392 211179 0 0 0 38645 38645 0 210 210 0 7908 6088 0 37743 37743 0 84506 82686 0 1837667 1837667 1922173 82686 1837667 156219 128493 1461542 2229931 2229931 5076261 5050067 5516586 563297 0 0 7101100 7279998 7746517 0 0 X 0 0 0 0 7101100 7279998 7101100 7279998 7101100 7279998 7101100 156219 22679 7279998 0 7279998 FIDELITY BROKERAGE (#7221) - DETAIL PROVIDED UPON REQUEST 2023-10-03 2023-10-20 103605 104698 -1093 -1093 FIDELITY BROKERAGE (#7221) - DETAIL PROVIDED UPON REQUEST 2023-06-30 2023-10-03 756932 839892 -82960 -82960 FIDELITY BROKERAGE (#7222) - DETAIL PROVIDED UPON REQUEST 2022-12-30 2023-07-15 869997 884266 -14269 -14269 FIDELITY BROKERAGE (#7222) - DETAIL PROVIDED UPON REQUEST 2020-06-30 2023-12-15 274287 239410 34877 34877 FIDELITY BROKERAGE (#7223) - DETAIL PROVIDED UPON REQUEST 2023-01-13 2023-12-15 333986 335090 -1104 -1104 FIDELITY BROKERAGE (#7223) - DETAIL PROVIDED UPON REQUEST 2021-05-11 2023-12-15 612154 691816 -79662 -79662 FIDELITY (#7223) US TREAS SER R 2023 1.625% #912828T91 2021-06-30 2023-02-09 24437 1 24436 24436 FIDELITY BROKERAGE (#8321) - DETAIL PROVIDED UPON REQUEST 2022-12-30 2023-12-15 190944 187988 2956 2956 FIDELITY BROKERAGE (#8321) - DETAIL PROVIDED UPON REQUEST 2022-01-20 2023-12-15 206375 231839 -25464 -25464 CAPITAL GAINS DIVIDENDS P 142 142 142 -142141 1786 0 1786 0 1786 10304 0 0 0 10304 0 8518 8518 0 0 0 0 0 0 0 0 0 0 0 1 1 CO 1 0 1 0 0 1 N/A JULIE YRINEO ZEFF 6198187366 6251 LA JOLLA SCENIC DRIVE LA JOLLA CA 92037 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JULIE YRINEO ZEFF 6251 LA JOLLA SCENIC DRIVE LA JOLLA CA 92037 PRESIDENT, TREASURER & SEC 1.00 0 0 0 DANA ZEFF 6251 LA JOLLA SCENIC DRIVE LA JOLLA CA 92037 SECRETARY & DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 N/A 0 N/A 0 0 0 6583935 318877 0 6902812 0 0 6902812 103542 6799270 339964 339964 1786 1786 338178 0 338178 0 338178 1837667 0 1837667 338178 0 0 97057 27228 365699 179388 245430 914802 1837667 0 0 0 338178 1499489 0 0 2414291 0 0 0 0 0 0 97057 2317234 27228 365699 179388 245430 1499489 X AMERICAN FRIENDS OF LEKET ISRAEL PO BOX 2090 TEANECK NJ 07666 NONE PC TO LEAD THE SAFE, EFFECTIVE AND EFFICIENT COLLECTION AND DISTRIBUTION OF SURPLUS NUTRITIOUS FOOD IN ISRAEL, TO THOSE WHO NEED IT. 10000 AMERICAN ISRAEL EDUCATION FOUNDATION 251 H STREET NW WASHINGTON DC 20001 NONE PC TO PROVIDE GRANTS TO SUPPORT SELECT EDUCATIONAL PROGRAMS ASSOCIATED WITH AIPAC, AMERICA'S PRO-ISRAEL LOBBY, INCLUDING MIDDLE EAST RESEARCH, EDUCATIONAL MATERIALS AND CONFERENCES, AND LEADERSHIP PROGRAMS FOR UNIVERSITY STUDENTS. 75000 AMERICAN TECHNION SOCIETY 55 EAST 59TH STREET NEW YORK NY 10022 NONE PC TO SUPPORT VISIONARY EDUCATION AND WORLD-CHANGING IMPACT THROUGH RESEARCH IN ENERGY, NANOTECHNOLOGY AND LIFE SCIENCES. 66667 ASSOCIATION FOR WALDORF EDUCATION SAN DIEGO 3547 ALTADENA AVE SAN DIEGO CA 921053612 NONE PC TO PROVIDE AN EARLY CHILDHOOD EDUCATION PROGRAM TO CHILDREN IN THE SAN DIEGO AREA WHERE IMAGINATION AND EXPLORATION CREATE A FOUNDATION FOR LEARNING. 125000 HAWAII COMMUNITY FOUNDATION KUKIO COMMUNITY FUND 827 FORT ST MALL HONOLULU HI 96813 NONE PC TO SUPPORT EDUCATION AND YOUTH DEVELOPMENT INCREASING SUCCESS OF YOUNG PEOPLE OF HAWAII ISLAND IN SCHOOL WORK AND LIFE. 5000 JEWISH AGENCY FOR ISRAEL NORTH AMERICA 633 3RD AVE 21ST FLOOR NEW YORK NY 10017 NONE PC TO PROVIDE SUPPORT FOR THE GLOBAL JEWISH FRAMEWORK THAT ENSURES GLOBAL JEWISH SAFETY, STRENGTHENS JEWISH IDENTITY AND CONNECTS JEWS TO ISRAEL AND ONE ANOTHER, AND CONVEYS THE VOICE OF THE JEWISH PEOPLE TO THE STATE OF ISRAEL TO HELP SHAPE ITS SOCIETY. 250000 JEWISH COLORADO 300 S DAHLIA STREET SUITE 300 DENVER CO 80246 NONE PC TO MOBILIZE RESOURCES TO ENSURE THAT JEWISH CULTURE REMAINS VIBRANT, SECURE, AND ACCESSIBLE FOR ALL JEWS IN COLORADO AND ABROAD. 575000 JEWISH FAMILY SERVICE OF SAN DIEGO 8804 BALBOA AVENUE SAN DIEGO CA 92123 NONE PC TO BUILD A STRONGER, HEALTHIER, MORE RESILIENT SAN DIEGO. TO PROVIDE ESSENTIAL SERVICES SUCH AS NUTRITION ASSISTANCE, ECONOMIC ASSISTANCE, SCHOLARSHIP GRANTS, AN OUTREACH PROGRAM FOR MENTAL WELLNESS, AND ASSISTANCE FOR INDIVIDUALS AND FAMILIES IN CRISIS. 10000 JEWISH FEDERATION OF SAN DIEGO 4950 MURPHY CANYON ROAD SAN DIEGO CA 92123 NONE PC TO PROVIDE LIFESAVING HUMANITARIAN RELIEF AND SUSTAIN THE JEWISH COMMUNITY IN SAN DIEGO AND AROUND THE WORLD. 600000 LAWRENCE FAMILY JEWISH COMMUNITY CENTER 4126 EXECUTIVE DRIVE LA JOLLA CA 92037 NONE PC TO CONNECT THE COMMUNITY TO JEWISH HERITAGE, IDENTITY, EXPERIENCES AND VALUES TO ENSURE THE CONTINUITY AND VIBRANCY OF THE JEWISH COMMUNITY. 1000 THE GRAUER FOUNDATION FOR EDUCATION 1500 S EL CAMINO REAL ENCINITAS CA 92024 NONE PC TO PROVIDE STUDENTS WITH EDUCATIONAL INNOVATION AND A VALUES-BASED CURRICULUM PROMOTING EMPOWERMENT, EMANCIPATION AND EFFICACY AS LEARNERS AND COMMUNITY PARTICIPANTS ALIKE. 10000 THE SHALOM HARTMAN INSTITUTE 475 RIVERSIDE DRIVE SUITE 1450 NEW YORK NY 10115 NONE PC TO STRENGTHEN JEWISH PEOPLEHOOD, IDENTITY, AND PLURALISM; TO ENHANCE THE JEWISH AND DEMOCRATIC CHARACTER OF ISRAEL; AND TO ENSURE THAT JUDAISM IS A COMPELLING FORCE FOR GOOD IN THE 21ST CENTURY. 100000 TURNING POINT HOME SAN DIEGO 1315 25TH STREET SAN DIEGO CA 92102 NONE PC TO HELP WOMEN ACHIEVE LONG TERM SOBRIETY IN A SAFE, SUPPORTIVE ENVIRONMENT THROUGH GUIDANCE AND EDUCATION. 10000 1837667 0 14 88652 14 122528 18 -142141 0 69039 0 69039 0 0 0 0 0 0 0 0 0 0 X X 1 DLZ CLAT BRANDYWINE TRUST CO 7234 LANCASTER HOCKESSIN DE 19707 2009253 X N/A 0 FIDELITY SECURITIES FMV 5050067 5516586 SHERMAN & HOWARD LEGAL FOUNDATION BUSINESS EXPENSE 20 20 0 SHERMAN & HOWARD ACCOUNTING AND TAX PREPARATION 38625 38625 0 SETTLEMENT FUNDS RECEIVABLE (#7221) 172494 0 0 SETTLEMENT SECURITIES RECEIVABLE (#7222) 390803 0 0 ACCOUNT FEES-FIDELITY BROKERAGE SERVICES (#7219) 29801 29801 0 ACCOUNT FEES-FIDELITY BROKERAGE SERVICES (#7221) 410 410 0 ACCOUNT FEES-FIDELITY BROKERAGE SERVICES (#7222) 2767 2767 0 ACCOUNT FEES-FIDELITY BROKERAGE SERVICES (#7223) 3495 3495 0 ACCOUNT FEES-FIDELITY BROKERAGE SERVICES (#8321) 1270 1270 0 BOOK/TAX OTHER ADJUSTMENT 22679 DLZ CLAT BRANDYWINE TRUST CO 7234 LANCASTER PIKE 3RD FL HOCKESSIN DE 19707 DANA ZEFF 6251 LA JOLLA SCENIC DRIVE LA JOLLA CA 92037 FOREIGN TAX-FIDELITY BROKERAGE SERVICES (#7221) 4184 4184 0 FOREIGN TAX-FIDELITY BROKERAGE SERVICES (#7222) 9 9 0 FOREIGN TAX-FIDELITY BROKERAGE SERVICES (#8321) 1895 1895 0 FEDERAL TAXES (2022) 1820 0 0