2024-05-13T16:06:45-05:00 2023-06-30 410746749 CLIFTONLARSONALLEN LLP 70 WELLS AVENUE SUITE 200 NEWTON MA 02459 990PF 2022-07-01 650881769 THE WURTMAN FOUNDATION INC WURT 6179697139 60 WALNUT STREET 4TH FLOOR WELLESLEY MA 02481 ROBERT FINKEL TREASURER 6179697139 2024-05-13 1 ROBERT FINKEL XXX-XX-XXXX 1 DANIELLE NIHILL P01350943 6176410040 2024-05-13 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 866338 X 26110 19556 19556 19556 2445 2445 2445 651 48111 22001 20207 0 0 0 0 235 0 0 235 12692 0 0 12692 8500 8500 8500 0 174 174 0 0 19383 16133 11707 3250 40984 24807 20207 16177 33086 33086 74070 24807 20207 49263 -25959 0 0 13 12 12 69762 9175 9175 350910 358104 358104 419047 499047 499047 839732 866338 866338 20860 12993 20860 12993 X 0 0 0 0 818872 853345 818872 853345 839732 866338 818872 -25959 60432 853345 0 853345 PUBLICLY TRADED SECURITIES - ST P 2022-07-01 2023-06-30 183 183 183 PUBLICLY TRADED SECURITIES - LT P 2022-07-01 2023-10-01 1794 1794 1794 LEGACY VENTURE X LLC P 2022-07-01 2023-06-30 468 468 468 2445 651 0 0 0 0 0 1470 0 0 0 1470 0 1470 1470 0 0 0 0 0 0 0 0 0 0 0 1 1 DE 1 1 0 0 0 1 N/A ROBERT FINKEL ESQ 6179697139 60 WALNUT STREET 4TH FLOOR WELLESLEY MA 02481 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 ELIE WURTMAN C/O ML FAM OFFC 800 CAPITOL ST 2070 HOUSTON TX 77002 PRESIDENT 0.50 0 0 0 ROBERT FINKEL C/O KERSTEIN COREN LICHTENSTEIN LLP 60 WALNUT STREET WELLESLEY MA 02481 TREASURER AND SECRETARY 0.50 0 0 0 ENID WURTMAN CO ELIE WURTMAN C/O ML FAM OFFC 800 CAPITOL ST 2070 HOUSTON TX 77002 DIRECTOR 0.50 0 0 0 BOAZ LIPSCHITZ C/O ML FAM OFFC 800 CAPITOL ST 2070 HOUSTON TX 77002 DIRECTOR 0.50 0 0 0 NONE 0 NONE 0 RUSSIAN IMMIGRANTS PROGRAM: THE FOUNDATION CONTINUES TO DEVELOP AND IMPLEMENT A PROGRAM TO ASSIST RUSSIAN "ALIYA" ACTIVISTS WHO FOUGHT FOR THE RIGHT TO EMIGRATE TO ISRAEL FROM THE FORMER SOVIET UNION. 36336 0 346426 49030 499047 894503 0 0 894503 13418 881085 44054 X 49263 0 49263 2000-06-28 X 0 47752 0 10728 58480 0 40589 0 9119 49708 49263 28888 30834 140300 249285 0 0 0 10850 10850 49263 28888 30834 129450 238435 0 0 29369 31883 22970 21666 105888 0 0 0 0 ELIE WURTMAN X RIMMA YAKIR 12 BEIT EL TEL AVIV IS NONE I EMERGENCY AID TO REFUSENIKS 2000 VLADIMIR KISLIK DOLEV D N MODIIN IS NONE I EMERGENCY AID TO REFUSENIKS 2000 LEAH CHERNOBILSKY PO BOX 117 GIVON AHADASHA IS NONE I EMERGENCY AID TO REFUSENIKS 2500 FANYA BERENSTEIN 15 HARAV SHIF AVRAHAM STREET JERUSALEM IS NONE I EMERGENCY AID TO REFUSENIKS 2236 INNA KOSHAROVSKY 14 BNEI BINYAMIN HERZILIA IS NONE I EMERGENCY AID TO REFUSENIKS 2000 MILA VOLVOVSKY 23 MAALE OREN EFRAT IS NONE I EMERGENCY AID TO REFUSENIKS 3000 ILANA KEIS 11 TSAHAL STREET ARIEL IS NONE I EMERGENCY AID TO REFUSENIKS 2000 GALINA KREMEN 15 SHVIL SHVAT KARMIEL IS NONE I EMERGENCY AID TO REFUSENIKS 2000 PAVEL ABRAMOVICH 5 ZALMAN SCHNEUR TEL AVIV IS NONE I EMERGENCY AID TO REFUSENIKS 3000 ABA TARATUTA 11 HAPRACHIM HAIFA IS NONE I EMERGENCY AID TO REFUSENIKS 2000 CLARA HAYA ESTHER YEHUDI 43 HAKOMMIYUT KIRYAT GAT IS NONE I EMERGENCY AID TO REFUSENIKS 2000 INNA AND IGOR USPENSKY 16 MOSHE YUSTMAN JERUSALEM IS NONE I EMERGENCY AID TO REFUSENIKS 2500 RUTH NEWMAN NACHAL DOLEV 82A/2 BET SHEMESH IS NONE I EMERGENCY AID TO REFUSENIKS 5850 33086 0 14 19556 18 2445 0 22001 0 22001 0 0 0 0 0 0 0 0 0 0 X X 1 CHARLENE AND NATHANIEL MAYER 681 BROADMOOR DRIVE BLUE BELL PA 19422 10000 X 2 SHIRLEY AND LEONARD GOLDSTEIN SUPPORTING FOUNDATION 8405 INDIAN HILLS DRIVE 4A2 OMAHA NE 68114 5000 X ACCOUNTING FEES 12692 0 0 12692 1,169.3179 SH EXXON MOBIL CORP 125409 125409 1,443.082 SH PRUDENTIAL FINL INC 127309 127309 1377.0149 SH ROYAL DUTCH SHELL ADR EA REP 2 CL A 83144 83144 1,051.6092 SH VIRTUS EQUITY & CONV (NIE) 22242 22242 LEGACY VENTURE X LLC FMV 499047 499047 LEGAL FEES 235 0 0 235 OTHER EXPENSES 19383 16133 11707 3250 UNREALIZED GAINS/LOSSES ON INVESTMENTS 60432 LIABILITIES ON SECURITIES CALL OPTIONS 20860 12993 INVESTMENT FEES 8500 8500 8500 0