2024-05-02T12:21:50-05:00 2023-12-31 814474059 LALLY & CO LLC 5700 CORPORATE DRIVE SUITE 800 PITTSBURGH PA 15237 990PF 2023-01-01 260891008 PAUL AND CAROL EVANSON FAMILY FOUNDATION PAUL 5616248760 11696 LOST TREE WAY N PALM BEACH FL 33408 PAUL J EVANSON PRESIDENT 5616248760 2024-05-01 1 PAUL EVANSON 999009999 0 GINA A DEIULIIS CPA P00440458 4123678190 2024-05-01 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 11955343 X 308551 237994 237994 1588851 2626536 1588851 13536 -11114 2148932 1815731 0 0 0 8565 8565 0 104 104 0 9595 7758 0 8575 4655 0 26839 21082 0 627400 627400 654239 21082 627400 1494693 1794649 -4 246704 481971 481971 588825 588825 2158240 6270925 7377229 9075064 265687 248399 240068 7372137 8696424 11955343 0 0 X 7372137 8696424 0 0 0 0 7372137 8696424 7372137 8696424 7372137 1494693 0 8866830 170406 8696424 APOLLO GLOBAL MGMT INC P 2016-05-09 2023-07-28 1089485 256391 833094 833094 BLACKSTONE INC P 2016-05-09 2023-07-28 1138894 256494 882400 882400 ISHARES CORE MSCI EMERGING MARKETS P 2021-07-07 2023-07-28 398157 524800 -126643 -126643 1588851 24946 0 24946 0 24946 1720 0 0 0 1720 0 23226 0 0 0 0 0 0 0 0 0 0 1 1 FL DE 1 0 0 0 0 1 N/A PAUL J EVANSON 5616248760 11696 LOST TREE WAY N PALM BEACH FL 33408 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PAUL J EVANSON 11696 LOST TREE WAY N PALM BEACH FL 33408 PRESIDENT 1.00 0 0 0 LISA J WASHBURN 459 MANSFIELD AVE DARIEN CT 06820 TREASURER 1.00 0 0 0 CAROL L EVANSON 11696 LOST TREE WAY N PALM BEACH FL 33408 VICE PRESIDENT/SECRETARY 1.00 0 0 0 MARK RICH 201 S BISCAYNE BLVD STE 2600 MIAMI FL 33131 ASSISTANT TREASURER 1.00 0 0 0 NONE 0 NONE 0 0 0 10554372 0 10554372 0 0 10554372 158316 10396056 519803 519803 24946 24946 494857 0 494857 0 494857 627400 0 627400 494857 0 0 124545 124545 627400 0 0 0 494857 132543 0 0 257088 0 0 0 0 0 0 0 257088 124545 132543 X COLUMBIA LAW SCHOOL 435 W 116TH ST BOX A2 NEW YORK NY 10027 PC GENERAL SUPPORT 125000 COLUMBIA UNIVERSITY BUSINESS SCHOOL 435 W 116TH ST BOX A2 NEW YORK NY 10027 PC GENERAL SUPPORT 50000 LOST TREE VILLAGE CHARITABLE FOUNDATION 8 CHURCH LANE NORTH PALM BEACH FL 33418 PC GENERAL SUPPORT 15000 ST JOHNS UNIVERSITY 8000 UTOPIA PARKWAY QUEENS NY 11439 PC GENERAL SUPPORT 100000 THE MATHER-HOMESTEAD FOUNDATION 19 STEPHEN MATHER RD DARIEN CT 06820 PC GENERAL SUPPORT 2500 TUNNELS TO TOWERS FOUNDATION 2361 HYLAN BLVD STATEN ISLAND NY 10306 PC GENERAL SUPPORT 2500 WEIR FARM ART ALLIANCE 735 NOD HILL RD WILTON CT 06897 PC GENERAL SUPPORT 2000 WILTON LAND CONSERVATION TRUST PO BOX 77 WILTON CT 06897 PC GENERAL SUPPORT 10000 WILTON LIBRARY ASSOCIATION 137 OLD RIDGEFIELD RD WILTON CT 06897 PC GENERAL SUPPORT 5000 YALE UNIVERSITY - ALUMNI FUND PO BOX 2038 NEW HAVEN CT 06521 PC GENERAL SUPPORT 10000 YALE UNIVERSITY - FILM SCREENING ROOM PO BOX 2038 NEW HAVEN CT 06521 PC GENERAL SUPPORT 50000 YALE UNIVERSITY - MEMORIAL LIBRARY PO BOX 2038 NEW HAVEN CT 06521 PC GENERAL SUPPORT 200000 YALE UNIVERSITY - PEABODY MUSEUM PO BOX 2038 NEW HAVEN CT 06521 PC GENERAL SUPPORT 12000 AMERICAN COMPOSERS ORCHESTRA 224 W 35TH ST SUITE 500 NEW YORK NY 10001 PC GENERAL SUPPORT 10000 CHUCK KNOLL FOUNDATION 3400 SOUTH WATER STREET PITTSBURGH PA 15203 PC GENERAL SUPPORT 25000 AMERICAN COMPOSERS ORCHESTRA 224 W 35TH ST SUITE 500 NEW YORK NY 10001 PC GENERAL SUPPORT 1400 COLLEGE OF THE HOLY CROSS 1 COLLEGE ST WORCESTER MA 01610 PC GENERAL SUPPORT 5000 DARIEN LIBRARY 1441 POST RD DARIEN CT 06820 PC GENERAL SUPPORT 1000 DARIEN FOUNDATION 5 BROOK ST 2A DARIEN CT 06820 PC GENERAL SUPPORT 1000 627400 0 14 237994 18 1588851 SOUND POINT BEACON FUND, LP 0 01 -11114 0 FEDERAL TAX REFUND 01 13749 0 NONDIVIDEND DISTRIBUTION 01 10901 0 0 1840381 0 1840381 0 0 0 0 0 0 0 0 0 0 X X 1 PAUL EVANSON 11696 LOST TREE WAY NORTH PALM BEACH FL 334082911 308551 X X 1 13,310 SHS OF APOLLO GLOBAL MANAGEMENT INC. 1007900 2023-06-29 50187G104 LICT CORP 588798 2027200 MACHTEN INC 27 131040 922908652 VANGUARD EXTENDED MARKET AT COST 646452 1730685 922908769 VANGUARD TOTAL STOCK AT COST 3352630 3826359 74440Y884 PGIM HIGH YIELD FUND AT COST 400000 346618 77958B105 T ROWE PRICE INSTITU AT COST 600000 559008 78467X109 SPDR DOW JONES INDUSTRIAL AT COST 898723 1375576 464286608 ISHARES MSCI EUROZONE AT COST 501984 483176 46434G103 ISHARES CORE MSCI EMERGING MARKETS AT COST 977440 753642 XXX-XX-XXXX SOUND POINT BEACON FUND 265687 248399 240068 COST BASIS ADJUSTMENT ON SALE OF DONATED STOCK 170406 LEGAL FEES 711 0 0 NONDEDUCTIBLE EXPENSES FROM PASSTHROUGH 2209 0 0 NONDEDUCTIBLE DONATIONS 1000 0 0 INVESTMENT EXPENSES 4655 4655 0 SOUND POINT BEACON FUND, LP -11114 -11114 -11114 FEDERAL TAX REFUND 13749 13749 NONDIVIDEND DISTRIBUTION 10901 10901 INVESTMENT MNGMNT FEES 8565 8565 0 FEDERAL ESTIMATED TAXES 1720 0 0 FEDERAL TAX PAYMENT 117 0 0 FOREIGN TAXES 7758 7758 0