2024-05-07T11:45:21-04:00 2023-12-31 201349045 SYDNEY AMSTER GREEN & HOROWITZ PLLC 122 EAST 42ND ST STE 2005 NEW YORK NY 10168 990PF 2023-01-01 136116217 SUZANNE T & IRVING D KARPAS JR FDN INC SUZA 2129868671 C/O SAGH - 122 EAST 42ND ST 2005 NEW YORK NY 10168 SUZANNE T KARPAS PRES/DIR 2129868671 2024-05-01 true SUZANNE KARPAS XXX-XX-XXXX false DAVID S GREEN ESQ P00400203 2129868671 2024-05-07 2023 2023-04-26 12:10:37Z X 1314857 X X 1511 1511 44160 44160 24350 147752 24350 7 7 70028 70028 7950 3975 3975 3296 3296 10688 10032 656 21934 17303 4631 129000 129000 150934 17303 133631 -80906 52725 138054 175749 175749 591571 471010 1139108 729625 646759 1314857 0 X 729625 646759 729625 646759 729625 646759 729625 -80906 540 649259 2500 646759 130 SHS BERKSHIRE HATHAWAY P 2021-12-31 2023-01-26 40330 3877 36453 36453 45 SHS BROOKFIELD BUSINESS LP P 2021-12-31 2023-11-16 700 700 700 500 SHS COMCAST P 2021-12-31 2023-11-16 21332 2127 19205 19205 1000 SHS LIBERTY LATIN AMERICA P 2021-12-31 2023-11-16 7030 9542 -2512 -2512 2000 SHS LUMEN TECHNOLOGIES P 2021-12-31 2023-08-07 3360 32547 -29187 -29187 52+ SHS BAIRD ULTRA SHORT BOND P 2023-01-01 2023-02-28 529 529 2446+ BAIRD ULTRA SHORT BOND P 2021-01-01 2023-02-28 24471 24659 -188 -188 3978+ BAIRD ULTRA SHORT BOND P 2021-06-25 2023-10-03 40000 40070 -70 -70 26+ SHS BAIRD ULTRA SHORT BOND P 2023-04-05 2023-06-09 265 265 971+ BAIRD ULTRA SHORT BOND P 2021-06-25 2023-06-09 9735 9786 -51 -51 24350 733 733 733 1360 1360 627 627 false false false false false false false true true NY DE true false false false false true N/A SYDNEY AMSTER GREEN & HOROWITZ PLLC 2129868671 122 EAST 42ND STREET 2005 NEW YORK NY 10168 false false false false true false false false false false false false false false false false false false false false false SUZANNE T KARPAS 29 AARONS COURT RIDGEFIELD CT 06877 PRES/DIR 000.00 0 0 0 PATRICIA KARPAS 3701 ARAPAHOE AVENUE BOULDER CO 80303 DIRECTOR 000.00 0 0 0 THEODORE R SHIFFMAN C/O SAGH - 122 EAST 42ND ST 2005 NEW YORK NY 10168 VP/SEC/TREAS 000.00 0 0 0 MATTHEW KARPAS 452 FIFTH AVENUE NEW YORK NY 10018 VP 000.00 0 0 0 BRUCE T KARPAS 1075 CORDILLERA WAY EDWARDS CO 81632 VP/ DIR 000.00 0 0 0 NONE NONE N/A 1179384 142840 0 1322224 1322224 19833 1302391 65120 65120 733 733 64387 64387 64387 133631 133631 64387 56745 34188 228470 39992 359395 133631 64387 69244 428639 0 56745 371894 34188 228470 39992 69244 SUZANNE T KARPAS X ANN'S PLACE 80 SAW MILL ROAD DANBURY CT 06810 PUBLIC CHARITABLE 500 DANBURY HOSPITAL - NUVANCE 24 HOSPITAL AVENUE DANBURY CT 06810 PUBLIC CHARITABLE 20000 DOCTORS WITHOUT BORDERS 40 RECTOR STREET NEW YORK NY 10006 PUBLIC CHARITABLE 1000 KOREY WISE INNOCENCE PROJECT 2450 KITTREDGE ROAD BOULDER CO 80309 PUBLIC CHARITABLE 10000 MERCY SHIPS PO BOX 1930 GARDEN VALLEY TX 75771 PUBLIC CHARITABLE 500 NATIONAL JEWISH HEALTH 1400 JACKSON STREET DENVER CO 80206 PUBLIC CHARITABLE 35000 NEW YORK LIVE ARTS 219 WEST 19TH ST NEW YORK NY 10011 PUBLIC CHARITABLE 50000 NEW YORK ZEN CENTER 119 WEST 23RD STREET NEW YORK NY 10011 PUBLIC CHARITABLE 10000 THE HUMANE SOCIETY OF THE US 1255 23RD ST NW WASHINGTON DC 20037 PUBLIC CHARITABLE 1000 WOUNDED WARRIOR PROJECT 370 SEVENTH AVENUE NEW YORK NY 10001 PUBLIC CHARITABLE 1000 129000 14 1511 14 44160 14 7 18 24350 70028 70028 false false false false false false false false false false SYDNEY AMSTER GREEN & HOROWITZ 7950 3975 3975 140 SHS LOCKHEED MARTIN 4848 63454 200 WASTE MANAGEMENT INC 3019 35820 1000 COMCAST CORP NEW CL A SPL 4253 43850 1696 ENBRIDGE INC 23700 61090 300 CHUBB LTD 2494 67800 345 BERKSHIRE HATHAWAY 10288 123048 1200 BANK OF NEW YORK MELLON 48360 62460 800 UDR INC 8066 30632 2022 LIBERTY GLOBAL CLASS C 32593 37691 3794 BROOKFIELD CORP 59204 152215 212 ITT INC 5171 25296 1000 RAYONIER 19610 33410 1500 PFIZER INC 33160 43185 750 WP CAREY INC 24083 48608 425 XYLEM INC 15530 48603 1000 LIBERTY LATIN AMERICA(SOLD 2023 2025 BROOKFIELD INFRASTRUCTURE LP 29078 63767 1500 BROOFIELD RENEWABLE LP 28275 39420 52 TRISURA GROUP LTD 105 1338 2000 LUMEN TECH (SOLD 2023) 45SHS BROOKFIEL BUSPTNRS (SOLD 2023) 1000 ANNALY CAPITAL MANAGEMENT 33090 19370 5 WALT DISNEY CO 547 451 1000 BLACKSTONE MTG TR 34950 21270 186 SHS SPIN-OFF VIATRIS 2014 225 SHS SPIN-OFF BROOKFIELD INFRA 7938 375 SHS SPIN-OFF BROOKFIELD RENEW 10796 24 SHS SPIN-OFF BROOKFIELD REINSURAN 969 2,919+ SHS BAIRD ULTRA SHORT 29381 29426 920 SHS BLACKSTONE SECD LENDING 21205 25429 954 SHS BROOKFIELD ASSET MANAG 38322 22 SHS SPIN-OFF BROOKFIELD BUS CORP 512 50 SHS SPIN-OFF NET LEASE OFFICE PPT 924 CHECKS WRITTTEN IN ERROR, TO BE REFUNDED '24 2500 EXPENSES INVESTMENT ADVISORY FEES AND 10032 10032 ATTY DISBURSEMENTS FOR VARIO 484 484 CSC FEE 172 172 THRU CHARLES SCHWAB 7 7 TIMING DIFFERENCES, BOOKS / STATEMENT 540 FOREIGN TAX 2481 2481 EXCISE TAX - 2023 PREPAYMENT 815 815