2024-02-14T14:29:39-06:00 2023-09-30 DAVIS & GRUTMAN LLP 325 BROADWAY NEW YORK NY 10007 990PF 2022-10-01 475404697 BILL JENSEN AND MARGRIT LEWCZUK FOUNDATION % BILL JENSEN BILL 2129532900 79 METROPOLITAN AVE BROOKLYN NY 11249 Bill JENSEN PRESIDENT 2129532900 2024-02-15 true Bill JENSEN 999009999 BENNET H GRUTMAN P00598067 2129532900 2024-02-15 2 2022 2023-04-26 12:10:37Z X 254739 X 36363 144 144 6452 6452 -2056 125873 0 40903 6596 0 3358 1679 0 1679 3050 3050 88 88 6496 4817 0 1679 15000 15000 21496 4817 0 16679 19407 1779 5038 4984 4984 84818 37896 37896 151319 214697 211859 241175 257577 254739 3006 3006 0 X 238170 257577 238170 257577 241176 257577 238170 19407 257577 257577 BLACKROCK NATIONAL MUNICIPAL FUND 2023-08-23 23311 25177 -1866 -1866 BLACKROCK NATIONAL MUNICIPAL FUND 2023-08-23 765 826 -61 -61 BLACKROCK HEALTH SCIENCES OPPORTUNITIES 2023-05-05 574 562 12 12 BLACKROCK HEALTH SCIENCES OPPORTUNITIES 2023-05-05 7483 7336 147 147 VANGUARD BALANCED INDEX ADMIRAL 2023-02-09 801 769 32 32 VANGUARD BALANCED INDEX ADMIRAL 2023-02-09 29183 28042 1141 1141 BLACKROCK TAX MUNICIPAL BOND 2023-02-03 8915 12970 -3874 -4055 VANGUARD EQUITY INCOME 2023-02-23 456 395 61 61 VANGUARD EQUITY INCOME 2023-02-23 7856 6801 1055 1055 FIDELITY MSCI HEALTH CARE INDEX ETF 6812 6673 139 139 FIDELITY MSCI HEALTH CARE INDEX ETF 2023-08-01 6225 6106 119 119 SPDR FINANCIAL SELECT SECTOR FUND 2023-01-23 5714 6314 -600 -600 ISHARES TR MSCI USA QLT FCT 2022-12-27 9233 9509 -276 -276 JPMORGAN ULTRA-SHORT INCOME ETF 8911 8916 -5 -5 JPMORGAN ULTRA-SHORT INCOME ETF 7716 7714 2 2 CAPITAL GAIN DIVIDENDS P 1918 CAPITAL GAIN DIVIDENDS P 1918 CAPITAL GAIN DIVIDENDS P 1918 CAPITAL GAIN DIVIDENDS P 1918 CAPITAL GAIN DIVIDENDS P 1918 CAPITAL GAIN DIVIDENDS P 1918 CAPITAL GAIN DIVIDENDS P 1918 CAPITAL GAIN DIVIDENDS P 1918 CAPITAL GAIN DIVIDENDS P 1918 CAPITAL GAIN DIVIDENDS P 1918 CAPITAL GAIN DIVIDENDS P 1918 CAPITAL GAIN DIVIDENDS P 1918 CAPITAL GAIN DIVIDENDS P 1918 CAPITAL GAIN DIVIDENDS P 1918 CAPITAL GAIN DIVIDENDS P 1918 -2056 25 25 25 0 0 25 false false false false false true DE NY true false true false false true BILL JENSEN 2129532900 79 METROPOLITAN AVE BROOKLYN NY 11249 false false false false false false false false false false false false false false false false false false false false BILL JENSEN 79 METROPOLITAN AVE BROOKLYN NY 11249 0 0 0 0 0 MARGRIT LEWCZUK 79 METROPOLITAN AVE BROOKLYN NY 11249 0 0 0 0 0 ADAM SHEFFER 79 METROPOLITAN AVE BROOKLYN NY 11249 0 0 0 0 0 BILL GOLDSTON 79 METROPOLITAN AVE BROOKLYN NY 11249 0 0 0 0 0 203580 52641 0 256221 0 256221 3843 252378 12619 12619 25 25 12594 12594 12594 16679 0 0 0 0 16679 12594 1989 2020 2019 2018 0 0 0 16679 1989 12594 2096 2096 0 0 0 2096 0 2096 X BROOKLYN RAIL 253 36TH STREET C304 UNIT 20 BROOKLYN NY 11232 GENERAL FUND 15000 15000 14 144 14 6452 18 -2056 4540 4540 false false false false false false false false false false X X 1 BILL JENSEN 79 METROPOLITAN AVE BROOKLYN NY 11249 18182 X 2 MARGRIT LEWCZUK 79 METROPOLITAN AVE BROOKLYN NY 11249 18181 X ACCOUNTING FEE 3358 1679 1679 SECURITIES 214697 211859 LOANS AND EXCHANGES 3006 ADVISORY FEES 3050 3050 FEDERAL TAXES 88 88