2024-03-06T10:24:52-06:00 2023-12-31 042689883 WOLF & COMPANY PC 255 STATE STREET BOSTON MA 02109 990PF 2023-01-01 862568639 IRVING AND BERNICE LEVINE CHARITABLE FOUNDATION IRVI 6173454762 4536 SOUTH CHELSEA LANE BETHESDA MD 20814 LAURENCE LEVINE TRUSTEE 6173454762 2024-03-06 1 LAURENCE LEVINE 999009999 1 LISA A EXTANCE CPA P01278902 6174399700 2024-03-12 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 7234498 X 33834 156 156 178943 178943 89655 770450 89655 302588 268754 36282 0 36282 13540 0 13540 3750 0 3750 61954 61954 0 2821 421 0 712 100 612 119059 62475 54184 391680 391680 510739 62475 445864 -208151 206279 787341 699436 699436 6339514 6219104 6535062 7126855 6918540 7234498 0 0 X 0 0 0 0 7126855 6918540 7126855 6918540 7126855 6918540 7126855 -208151 0 6918704 164 6918540 JP MORGAN CHASE #9545 P 2023-01-01 2023-12-31 243 264 -21 -21 JP MORGAN CHASE #9545 P 2023-01-01 2023-12-31 420207 420185 22 22 ROCKEFELLER CAPITAL MGMT #3526 D 2023-01-01 2023-12-15 350000 260346 89654 89654 89655 2867 0 2867 0 2867 1179 0 0 0 1179 0 1688 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 1 0 0 1 N/A ROCKEFELLER CAPITAL MANAGEMENT 3322639030 PO BOX 145458 CINCINNATI OH 452505458 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LAURENCE LEVINE 4536 SOUTH CHELSEA LANE BETHESDA MD 20814 TRUSTEE 0.00 18141 0 0 ARTHUR LEVINE 4536 SOUTH CHELSEA LANE BETHESDA MD 20814 TRUSTEE (UNTIL 2/27/23) 0.00 18141 0 0 NONE 0 NONE 0 0 6231610 464803 0 6696413 0 0 6696413 100446 6595967 329798 329798 2867 2867 326931 0 326931 0 326931 445864 0 445864 326931 0 0 102356 102356 445864 0 0 0 326931 118933 0 0 221289 0 0 0 0 0 0 0 221289 102356 118933 X BRIGHAM AND WOMEN'S HOSPITAL FBO CARDIOLOGY DEPT 116 HUNTINGTON AVE THIRD FLOOR BOSTON MA 02116 NOT RELATED 501(C)(3) CHARITABLE 69690 FOUNDATION FOR NEUROLOGIC DISEASES 10 STATE STREET NEWBURYPORT MA 01950 NOT RELATED 501(C)(3) CHARITABLE 23230 ISRAEL TENNIS CENTERS FOUNDATION INC 3275 WEST HILLSBORO BOULEVARD SUITE 102 DEERFIELD BEACH FL 33442 NOT RELATED 501(C)(3) CHARITABLE 92920 NEW ENGLAND SENIOR TENNIS FOUNDATION 67 N QUINSIGAMOND AVE UNIT 23 SHREWSBURY MA 01545 NOT RELATED 501(C)(3) CHARITABLE 20000 UNITED STATES HOLOCAUST MEMORIAL COUNCIL 100 RAOUL WALLENBERG PLACE SW WASHINGTON DC 20024 NOT RELATED 501(C)(3) CHARITABLE 92920 MACCABI USA 1511 WALNUT STREET SUITE 401 PHILADELPHIA PA 19102 NOT RELATED 501(C)(3) CHARITABLE 92920 391680 0 14 156 14 178943 18 89655 0 268754 0 268754 0 0 0 0 0 0 0 0 0 0 X X 1 ESTATE OF BERNICE LEVINE 310 ARANEO DRIVE WEST ORANGE NJ 07052 33834 X ACCOUNTING FEES 3750 0 3750 JP MORGAN CHASE/ROCKEFELLER INVESTMENTS AT COST 6219104 6535062 ATTORNEY'S FEES (WILSON ELSER) 3255 0 3255 ATTORNEY'S FEES (DAY PITNEY) 10285 0 10285 ACCOUNTING ADJUSTMENT 164 MA PC FILING 535 0 535 SERVICE CHARGES 100 100 0 POSTAGE 77 0 77 INVESTMENT MANAGEMENT FEES 61954 61954 0 ESTATE OF BERNICE LEVINE 310 ARANEO DRIVE WEST ORANGE NJ 07052 FOREIGN TAXES PAID 421 421 0 FEDERAL TAX PAYMENTS 2400 0 0