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            <AddressLine1Txt>747 THIRD AVENUE 33RD FL</AddressLine1Txt>
            <AddressLine2Txt>747 THIRD AVENUE 33RD FL</AddressLine2Txt>
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            <StateAbbreviationCd>NY</StateAbbreviationCd>
            <ZIPCd>10017</ZIPCd>
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          <GrantOrContributionPurposeTxt>GENERAL</GrantOrContributionPurposeTxt>
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        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>LOCH KELLY MINDFULNESS INSTITUTE</BusinessNameLine1Txt>
            <BusinessNameLine2Txt>LOCH KELLY MINDFULNESS INSTITUTE</BusinessNameLine2Txt>
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          <RecipientUSAddress>
            <AddressLine1Txt>4670 ATWOOD ROAD</AddressLine1Txt>
            <AddressLine2Txt>4670 ATWOOD ROAD</AddressLine2Txt>
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            <StateAbbreviationCd>NY</StateAbbreviationCd>
            <ZIPCd>12484</ZIPCd>
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          <RecipientFoundationStatusTxt>501(C)(3)</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>GENERAL</GrantOrContributionPurposeTxt>
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        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>YESHIVAT HESDER</BusinessNameLine1Txt>
            <BusinessNameLine2Txt>YESHIVAT HESDER</BusinessNameLine2Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>49 DAKOTA STREET</AddressLine1Txt>
            <AddressLine2Txt>49 DAKOTA STREET</AddressLine2Txt>
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            <StateAbbreviationCd>NJ</StateAbbreviationCd>
            <ZIPCd>07055</ZIPCd>
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        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>ASSN FRONTOTEMPORAL DEGEN</BusinessNameLine1Txt>
            <BusinessNameLine2Txt>ASSN FRONTOTEMPORAL DEGEN</BusinessNameLine2Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
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            <AddressLine2Txt>2700 HORIZON DRIVE</AddressLine2Txt>
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            <StateAbbreviationCd>PA</StateAbbreviationCd>
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        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>HEROIC HEARTS PROJECT</BusinessNameLine1Txt>
            <BusinessNameLine2Txt>HEROIC HEARTS PROJECT</BusinessNameLine2Txt>
          </RecipientBusinessName>
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            <StateAbbreviationCd>NY</StateAbbreviationCd>
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        </DividendsAndInterestFromSecDtl>
        <GainSalesAstOthThanInvntryGrp>
          <RelatedOrExemptFunctionIncmAmt>14399</RelatedOrExemptFunctionIncmAmt>
        </GainSalesAstOthThanInvntryGrp>
        <SubtotalsIncmProducingActyGrp>
          <ExclusionAmt>60817</ExclusionAmt>
          <RelatedOrExemptFunctionIncmAmt>14399</RelatedOrExemptFunctionIncmAmt>
        </SubtotalsIncmProducingActyGrp>
        <TotalIncomeProducingActyAmt>75216</TotalIncomeProducingActyAmt>
      </AnalysisIncomeProducingActyGrp>
      <TrnsfrTransRlnNonchrtblEOGrp>
        <TrnsfrOfCashToNonchrtblEOInd>false</TrnsfrOfCashToNonchrtblEOInd>
        <TrnsfrOtherAssetNonchrtblEOInd>false</TrnsfrOtherAssetNonchrtblEOInd>
        <SalesOrExchangesOfAssetsInd>false</SalesOrExchangesOfAssetsInd>
        <PurchaseOfAssetsNonchrtblEOInd>false</PurchaseOfAssetsNonchrtblEOInd>
        <RentalOfFacilitiesOthAssetsInd>false</RentalOfFacilitiesOthAssetsInd>
        <ReimbursementArrangementsInd>false</ReimbursementArrangementsInd>
        <LoansOrLoanGuaranteesInd>false</LoansOrLoanGuaranteesInd>
        <PerformanceOfServicesEtcInd>false</PerformanceOfServicesEtcInd>
        <SharingOfFacilitiesEtcInd>false</SharingOfFacilitiesEtcInd>
        <RelationshipsNonchrtblEOInd>false</RelationshipsNonchrtblEOInd>
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      <AccountingFeesDetail>
        <CategoryTxt>THE MEGLIO GROUP, PC</CategoryTxt>
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      </AccountingFeesDetail>
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    <GainLossSaleOtherAssetsSch documentId="RetDoc3">
      <GainLossSaleOtherAssetGrp>
        <AssetDesc>GOLDMAN SACHS EMERG MRKTS EQ</AssetDesc>
        <AcquiredDt>2022-12</AcquiredDt>
        <HowAcquiredTxt>PURCHASE</HowAcquiredTxt>
        <SoldDt>2023-10</SoldDt>
        <GrossSalesPriceAmt>143</GrossSalesPriceAmt>
        <BasisAmt>172</BasisAmt>
        <TotalNetAmt>-29</TotalNetAmt>
      </GainLossSaleOtherAssetGrp>
      <GainLossSaleOtherAssetGrp>
        <AssetDesc>GOLDMAN SACHS EMERG MRKTS EQ</AssetDesc>
        <AcquiredDt>2021-12</AcquiredDt>
        <HowAcquiredTxt>PURCHASE</HowAcquiredTxt>
        <SoldDt>2023-10</SoldDt>
        <GrossSalesPriceAmt>64434</GrossSalesPriceAmt>
        <BasisAmt>77622</BasisAmt>
        <TotalNetAmt>-13188</TotalNetAmt>
      </GainLossSaleOtherAssetGrp>
      <GainLossSaleOtherAssetGrp>
        <AssetDesc>PUTS SPX 4050</AssetDesc>
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        <HowAcquiredTxt>PURCHASE</HowAcquiredTxt>
        <SoldDt>2023-12</SoldDt>
        <GrossSalesPriceAmt>14757</GrossSalesPriceAmt>
        <BasisAmt>13518</BasisAmt>
        <TotalNetAmt>1239</TotalNetAmt>
      </GainLossSaleOtherAssetGrp>
      <GainLossSaleOtherAssetGrp>
        <AssetDesc>PUTS SPX 4050</AssetDesc>
        <AcquiredDt>2021-12</AcquiredDt>
        <HowAcquiredTxt>PURCHASE</HowAcquiredTxt>
        <SoldDt>2023-12</SoldDt>
        <GrossSalesPriceAmt>22135</GrossSalesPriceAmt>
        <BasisAmt>20277</BasisAmt>
        <TotalNetAmt>1858</TotalNetAmt>
      </GainLossSaleOtherAssetGrp>
      <GainLossSaleOtherAssetGrp>
        <AssetDesc>BRISTOL-MYERS SQUIBB</AssetDesc>
        <AcquiredDt>2020-12</AcquiredDt>
        <HowAcquiredTxt>PURCHASE</HowAcquiredTxt>
        <SoldDt>2023-08</SoldDt>
        <GrossSalesPriceAmt>503192</GrossSalesPriceAmt>
        <BasisAmt>478673</BasisAmt>
        <TotalNetAmt>24519</TotalNetAmt>
      </GainLossSaleOtherAssetGrp>
    </GainLossSaleOtherAssetsSch>
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        <EOYFMVAmt>231404</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>VANGUARD EXT MARK</StockNm>
        <EOYBookValueAmt>170253</EOYBookValueAmt>
        <EOYFMVAmt>220430</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>BRISTOL MYERS</StockNm>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>GOLDMAN SACHS EMG MKTS</StockNm>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>VANGUARD TAX MAM</StockNm>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>ISHARES S&amp;P 500</StockNm>
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        <EOYFMVAmt>532257</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>OVINTIV INC</StockNm>
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        <EOYFMVAmt>165359</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>VANGUARD S&amp;P 500 VALUE INDEX</StockNm>
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        <EOYFMVAmt>48205</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>VANGUARD DEVELOPED MARKETS</StockNm>
        <EOYBookValueAmt>120638</EOYBookValueAmt>
        <EOYFMVAmt>132481</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
    </InvestmentsCorpStockSchedule>
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        <Desc>CORRECT BRISTOL MYERS BASIS</Desc>
        <Amt>124866</Amt>
      </OtherDecreasesDetail>
    </OtherDecreasesSchedule>
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      <OtherExpensesScheduleGrp>
        <Desc>EXPENSES</Desc>
      </OtherExpensesScheduleGrp>
      <OtherExpensesScheduleGrp>
        <Desc>WIRE TRANSFER &amp; ACCOUNT FEES</Desc>
        <RevenueAndExpensesPerBooksAmt>115</RevenueAndExpensesPerBooksAmt>
        <NetInvestmentIncomeAmt>115</NetInvestmentIncomeAmt>
      </OtherExpensesScheduleGrp>
    </OtherExpensesSchedule>
    <OtherLiabilitiesSchedule documentId="RetDoc7">
      <OtherLiabilitiesDetail>
        <Desc>PUTS NEW S&amp;P 500 INDEC</Desc>
        <EOYBookValueAmt>658</EOYBookValueAmt>
      </OtherLiabilitiesDetail>
    </OtherLiabilitiesSchedule>
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        <CategoryTxt>FEDERAL EXCISE TAX</CategoryTxt>
        <Amt>401</Amt>
        <NetInvestmentIncomeAmt>401</NetInvestmentIncomeAmt>
      </TaxesDetail>
      <TaxesDetail>
        <CategoryTxt>FOREIGN TAX</CategoryTxt>
        <Amt>102</Amt>
        <NetInvestmentIncomeAmt>102</NetInvestmentIncomeAmt>
      </TaxesDetail>
    </TaxesSchedule>
  </ReturnData>
</Return>
