2024-07-16T10:04:02-05:00 2023-12-31 331197384 ANDERSEN TAX LLC 1861 INTERNATIONAL DRIVE SUITE 501 MCLEAN VA 22102 990PF 2023-01-01 263893406 THE KENNETH M DUBERSTEIN FOUNDATION KENN 2125425053 712 FIFTH AVENUE - 21ST FLOOR NEW YORK NY 10019 KENNETH M DUBERSTEIN TRUSTEE 2125425053 2024-06-26 1 KENNETH DUBERSTEIN 999009999 1 BENJAMIN SUPOWIT P00968629 5713820020 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 3324413 X 0 X 35408 35408 113753 162970 113753 149161 149161 0 0 0 3500 1750 1750 1000 0 0 32234 32234 0 36734 33984 1750 145004 145004 181738 33984 146754 -32577 115177 526 528 528 1381 11093 11093 374147 329266 3233735 76794 79384 79057 452848 420271 3324413 0 0 X 0 0 0 0 452848 420271 452848 420271 452848 420271 452848 -32577 0 420271 0 420271 CAPITAL GAIN DISTRIBUTION P 2023-01-01 2023-12-31 2598 2598 2598 279.45 SHS OF AMG YACKTMAN FUND-SVC P 2014-03-03 2023-03-07 6089 6466 -377 -377 17.16 SHS OF AMG YACKTMAN FUND-SVC P 2015-12-28 2023-03-07 374 360 14 14 69.63 SHS OF AMG YACKMAN FUND-SVC P 2016-12-27 2023-03-07 1517 1501 16 16 92.69 SHS OF AMG YACKMAN FUND-SVC P 2017-12-27 2023-03-07 2019 2117 -98 -98 5.97 SHS OF VANGUARD WELLINGTON ADMIRAL P 2017-12-22 2023-08-23 420 433 -13 -13 4.43 SHS OF VANGUARD WELLINGTON ADMIRAL P 2018-03-15 2023-08-23 312 319 -7 -7 1.04 SHS OF VANGUARD WELLINGTON ADMIRAL P 2018-06-15 2023-08-23 73 75 -2 -2 4.11 SHS OF VANGUARD WELLINGTON ADMIRAL P 2020-09-18 2023-08-23 289 308 -19 -19 50.85 SHS OF VANGUARD WELLINGTON ADMIRAL P 2020-12-29 2023-08-23 3574 3879 -305 -305 5.64 SHS OF VANGUARD WELLINGTON ADMIRAL P 2021-03-19 2023-08-23 397 440 -43 -43 3.48 SHS OF VANGUARD WELLINGTON ADMIRAL P 2021-06-18 2023-08-23 245 285 -40 -40 3.10 SHS OF VANGUARD WELLINGTON ADMIRAL P 2021-09-17 2023-08-23 218 266 -48 -48 59.81 SHS OF VANGUARD WELLINGTON ADMIRAL P 2021-12-29 2023-08-23 4203 5019 -816 -816 3.85 SHS OF VANGUARD WELLINGTON ADMIRAL P 2022-03-18 2023-08-23 271 300 -29 -29 356 SHS OF EVEREST RE GRP LTD P 2003-07-24 2023-12-11 140371 27449 112922 112922 113753 1601 0 1601 0 1601 1056 0 5000 0 6056 0 4455 4455 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 N/A JOSEPHINE LINDEN 2125425053 712 FIFTH AVENUE - 21ST FLOOR NEW YORK NY 10019 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JOSEPHINE LINDEN 712 FIFTH AVE - 21ST FLR NEW YORK NY 10019 TRUSTEE 0.00 0 0 0 MARIANNE HELLAUER 750 EAST PRATT STREET - SUITE 900 BALTIMORE MD 21202 TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 0 3107340 8460 0 3115800 0 0 3115800 46737 3069063 153453 153453 1601 1601 151852 0 151852 0 151852 146754 0 146754 151852 145004 0 0 146754 145004 0 0 1750 0 0 0 0 0 0 0 0 150102 0 0 0 X FOUNDATION FOR ART AND PRESERVATION IN EMBASSIES 1725 I STREET NW 300 WASHINGTON DC 20006 501(C)(3) - PUBLIC C UNRESTRICTED USE 2500 THE KENNETH M & JACQUELYN DUBERSTEIN CHARITABLE FUND 277 PARK AVENUE NEW YORK NY 10172 501(C)(3) - PUBLIC C UNRESTRICTED USE 142504 145004 0 14 35408 18 113753 0 149161 0 149161 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION FEES 3500 1750 1750 VARIOUS PUBLICLY TRADED CORPORATE BONDS 79384 79057 VARIOUS PUBLICLY TRADED CORPORATE STOCK 329266 3233735 INVESTMENT EXPENSES 32234 32234 0 FEDERAL ESTIMATE TAXES PAID 1000 0 0