2024-09-03T13:47:45-04:00 2023-11-30 830257777 MIXTER GROUP PC PO BOX 1830 JACKSON WY 83001 990PF 2022-12-01 736092984 THE ALAN J HIRSCHFIELD FAMILY FOUNDATION ALAN 3077337332 PO BOX 7443 JACKSON WY 83002 BERTE HIRSCHFIELD PRESIDENT 3077337332 2024-07-15 true KRISTA A MIXTER CPA P00530485 3077335656 2024-09-03 2022 2024-08-08 14:25:15Z X 8265544 X X 4441 4441 128179 128179 867973 3298458 867973 46800 2 1047393 1000595 6044 4835 1209 147 147 7114 5590 32 13305 10572 1241 450350 450350 463655 10572 451591 583738 990023 569669 957094 957094 4237219 4200854 4614709 1772641 1940933 1665533 917190 981576 1028208 7496719 8080457 8265544 0 X 7496719 8080457 7496719 8080457 7496719 8080457 7496719 583738 8080457 8080457 BA BEUTEL GOODMAN LARGE CAP P 2021-12-15 2022-12-12 86909 81886 5023 5023 BA BEUTEL GOODMAN LARGE CAP P 2018-04-05 2022-12-12 63091 44076 19015 19015 VANGUARD SHORT TERM TREASURY P 2022-06-30 2023-03-16 526244 531708 -5464 -5464 BA BEUTEL GOODMAN LARGE CAP P 2022-12-14 2023-05-19 18962 19661 -699 -699 BA BEUTEL GOODMAN LARGE CAP P 2018-12-18 2023-05-19 11501 8279 3222 3222 BA BEUTEL GOODMAN LARGE CAP P 2018-04-05 2023-05-19 1015572 744337 271235 271235 BA FLEXIBLE EQUITY FUND P 2022-12-14 2023-06-12 34410 30750 3660 3660 BA FLEXIBLE EQUITY FUND P 2017-02-28 2023-06-12 1029356 592054 437302 437302 PARMASSUS CORE EQUITY FUND P 2023-06-12 2023-08-07 300000 285663 14337 14337 BROWN ADV EMERGING MARKETS SELECT FU P 2019-03-05 2023-10-27 67573 62500 5073 5073 BROWN ADV EMERGING MARKETS SELECT FU P 2017-02-28 2023-10-27 32427 29571 2856 2856 SHORT TERM CAPITAL GAIN P 4510 4510 4510 LONG TERM CAPITAL GAIN DISTRIBUTION P 102902 102902 102902 867973 21367 13761 13761 13761 15426 15426 1665 1665 false false false false false false false true true WY true false false false false true N/A BERTE E HIRSCHFIELD 3077337332 PO BOX 7443 JACKSON WY 830027443 false false false false false false false false false false false false false false false false false false false false BERTE HIRSCHFIELD PO BOX 7443 JACKSON WY 83002 PRESIDENT 000.00 0 0 0 LAURA HIRSCHFIELD PO BOX 7443 JACKSON WY 83002 VICE PRESIDE 000.00 0 0 0 MARC HIRSCHFIELD PO BOX 7443 JACKSON WY 83002 SECRETARY 000.00 0 0 0 SCOTT HIRSCHFIELD PO BOX 7443 JACKSON WY 83002 TREASUER 000.00 0 0 0 NONE NONE N/A 7531132 1120173 0 8651305 8651305 129770 8521535 426077 426077 13761 13761 412316 412316 412316 451591 451591 412316 429900 451591 429900 21691 390625 X AMERICAN DIABETES ASSOCIATION PO BOX 7023 MERRIFIELD VA 221167023 501(C)3 NOTE 1 5000 BARBERSHOP BOOKS 57 WEST 57TH ST 4TH FLOOR NEW YORK NY 10019 501(C)3 NOTE 1 7500 BENNINGTON COLLEGE 1 COLLEGE DRIVE BENNINGTON VT 05201 501(C)3 NOTE 1 10000 BOSTON MARATHON JIMMY FUND WALK PO BOX 3595 BOSTON MA 02241 501(C)3 NOTE 1 10000 COMMUNITY FOUNDATION OF JH PO BOX 574 JACKSON WY 83001 501(C)3 NOTE 1 118850 CUREBOUND 9191 TOWNE CENTRE DR 310 SAN DIEGO CA 92122 501(C)3 NOTE 1 5000 EAST SIDE COLLEGE PREPARATORY SCHOO 1041 MYRTLE ST EAST PALO ALTO CA 94303 501(C)3 NOTE 1 7000 FOOD BANK FOR MONTEREY COUNTY 353 W ROSSI ST SALINAS CA 93907 501(C)3 NOTE 1 10000 GLOBAL ARTS CORPS 790 RIVERSIDE DR NEW YORK NY 10032 501(C)3 NOTE 1 2500 HUMAN RIGHTS FIRST 333 SEVENTH AVE 15TH FLO NEW YORK NY 100015108 501(C)3 NOTE 1 10000 INTERNATIONAL SCHOOL OF MONTEREY 1720 YOSEMITE ST SEASIDE CA 93955 501(C)3 NOTE 1 9500 JACKSON HOLE COMMUNITY HOUSING TRUS 110 E BROADWAY AVE JACKSON WY 83001 501(C)3 NOTE 1 10000 JACKSON HOLE COMMUNITY SCHOOL PO BOX 6787 JACKSON WY 83002 501(C)3 NOTE 1 10000 JACKSON HOLE JEWISH COMMUNITY PO BOX 10667 JACKSON WY 83002 501(C)3 NOTE 1 2500 NATURE CONSERVANCY 4245 NORTH FAIRFAX DRIVE ARLINGTON VA 222031606 501(C)3 NOTE 1 5000 NATUREBRIDGE 1033 FORT CRONKHITE SAUSALITO CA 94965 501(C)3 NOTE 1 2500 PARTNERS IN HEALTH PO BOX 996 FREDERICK MD 217059942 501(C)3 NOTE 1 15000 PLANNED PARENTHOOD FED OF AMERICA 125 MAIDEN LANE 9TH FLOOR NEW YORK NY 10038 501(C)3 NOTE 1 5000 PLANNED PARENTHOOD OF THE ROCKY 921 E 14TH AVE DENVER CO 80218 501(C)3 NOTE 1 5000 RAINIER SCHOLARS 2100 24TH AVE S STE 360 SEATTLE WA 98144 501(C)3 NOTE 1 12500 REGENTS OF THE UNIV OF MICHIGAN 500 S STATE ST AN ARBOR MI 48109 501(C)3 NOTE 1 15000 RICHARD HUGO HOUSE 1634 11TH AVE SEATTLE WA 98122 501(C)3 NOTE 1 5000 SEATTLE THEATRE GROUP 911 PINE STREET SEATTLE WA 98101 501(C)3 NOTE 1 7500 SIGHTLINE INSTITUTE 1402 THIRD AVENUE STE 50 SEATTLE WA 98101 501(C)3 NOTE 1 2500 ST JOHN'S HOSPITAL FOUNDATION 625 E BROADWAY JACKSON WY 83001 501(C)3 NOTE 1 2500 TETON LITERACY CENTER 1715 HIGH SCHOOL RD 260 JACKSON WY 83001 501(C)3 NOTE 1 5000 TIDES FOUNDATION 1012 TORNEY AVENUE SAN FRANCISCO CA 94129 501(C)3 NOTE 1 13000 TREEHOUSE FOR KIDS 2100 24TH AVE S 200 SEATTLE WA 98144 501(C)3 NOTE 1 15000 WILDCOAST 925 SEACOAST DRIVE IMPERIAL BEACH CA 91932 501(C)3 NOTE 1 5000 HOLE FOOD RESCUE 650 W ELK AVE 10 JACKSON WY 83001 501(C)(3) NOTE 1 50000 TETON RAPTOR CENTER 5450 WY22 WILSON WY 83014 501(C)(3) NOTE 1 30000 INVISIBLE INSTITUTE PO BOX 15459 CHICAGO IL 60615 501(C)(3) NOTE 1 15000 CARMEL HIGH BOOSTER CLUB 3600 OCEAN AVE CARMEL CA 93923 501(C)(3) NOTE 1 9500 CHEYENNE RIVER YOUTH PROJECT 702 4TH ST EAGLE BUTTE SD 57625 501(C)(3) NOTE 1 5000 HARMONY AT HOME 3785 VIA NONA MARIE CARMEL CA 93923 501(C)(3) NOTE 1 5000 JACKSON HOLE PUBLIC ART PO BOX 4413 JACKSON WY 83001 501(C)(3) NOTE 1 2500 450350 14 4441 14 128179 18 2 18 867973 BA REAL ESTATE K1 18 -273 CEDAR ST K1 18 -10081 CEDAR ST K1 OTHER DEDUCTION 18 -4562 CEDAR ST K1 SALE OF SECURIT 18 61421 BA REAL ESTATE 1231 18 293 1047393 1047393 false false false false false false false false false false ACCOUNTING 6044 4835 1209 ARTISAN HIGH INCOME FUND 300000 303107 BROWN ADV SUSTAIN BND INDST 1640933 1362426 VANGUARD SHORT TERM BOND ARTISAN INTL VALUE FUND 574672 718867 BA BEUTL GDMAN LRG CAP INST BROWN ADV GLOBAL LDRS 481853 630962 BROWN ADV SUSTAIN VAL INSTL 700000 763768 BROWN ADVISORY EMG MKTS INS 210429 244154 BROWN ADVISORY FLEXIBLE EQUITY INV BROWN ADVISORY SUSTAINABLE GROWTH 224504 562693 ISHARES MSCI ALL COUNTRY ASIA EX BROWN ADVISORY SUSTAINABLE SMALL CAP 1000015 876016 STERIS PLC SHS 196369 PARNASSUS CORE EQUITY 813012 818249 BROWN ADV- REP I QP AT COST 99169 145801 CEDAR STREET FUND AT COST 882407 882407 EXPENSES BANK FEE 10 10 INVESTMENT FEE 5590 5590 ADVERTISING 22 22 NONDEDUCTIBLE 1492 OTHER INCOME 2 2 BA REAL ESTATE K1 -273 CEDAR ST K1 -10081 CEDAR ST K1 OTHER DEDUCTION -4562 CEDAR ST K1 SALE OF SECURITIE 61421 BA REAL ESTATE 1231 293 FOREIGN TAX PAID 147 147