2024-06-06T11:45:34-05:00 2022-12-31 273147421 KURTZ FARGO LLP 1470 Walnut Street Ste 301 Boulder CO 80302 990PF 2022-01-01 846034580 Lulu Frankel Foundation LULU 8005480277 150 Charles Street 2AN New York NY 10014 Cathy Crane President/Treasurer 8005480277 2024-06-06 1 Cathy Crane 999009999 0 Meghan Hays P01250229 7203102078 2024-06-05 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z X X 473503 X X 2066 2066 11666 11666 3533 3533 3533 18953 85941 18953 19236 19236 55454 55454 0 0 0 4655 4655 0 2287 87 0 3000 3000 0 9942 7742 0 40862 40862 50804 7742 40862 4650 47712 31375 33457 33457 275089 193170 233728 50128 50128 36669 34900 149501 169649 391492 426256 473503 30114 0 30114 X 0 0 0 0 391492 396142 391492 396142 391492 426256 391492 4650 0 396142 0 396142 Publicly Traded Securities - Morgan Stanley 2022-12-31 12991 12277 714 714 Publicly Traded Securities - Morgan Stanley 2022-12-31 56536 42086 14450 14450 SPDR Gold TR GOLD SHS 2016-04-29 2022-09-22 2646 2098 548 548 SPDR Gold TR GOLD SHS 2016-08-10 2022-09-22 6225 5135 1090 1090 SPDR Gold TR GOLD SHS 2016-08-30 2022-09-22 6692 5392 1300 1300 SPDR Gold TR GOLD SHS 2022-12-31 52 52 52 Capital Gains Dividends P 799 799 799 18953 663 0 663 0 663 2200 0 0 0 2200 14 1523 1523 0 0 0 0 0 0 0 0 0 0 0 1 1 CO 1 0 0 0 0 1 N/A Cathy Crane 8005480277 10478 East Dorado Pl Greenwood Village CO 80111 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Cathy Crane 10478 East Dorado Place Englewood CO 80111 President/Treasurer 2.00 0 0 0 Peggy Crane-Epand 10478 East Dorado Place Englewood CO 80111 Member 1.00 0 0 0 NONE 0 NONE 0 0 435557 32417 29891 497865 0 0 497865 7468 490397 24520 24520 663 663 23857 0 23857 0 23857 40862 0 40862 23857 0 0 10346 11193 502644 524183 40862 0 0 0 23857 17005 0 0 541188 0 0 0 0 0 0 10346 530842 11193 502644 17005 X University of Colorado Foundation 1800 N Grant St STE 725 Denver CO 80203 PC Henry Frankel Scholarship Fund 5000 Central Synagogue 652 Lexington Ave New York NY 10022 PC General Support 3150 ADL Austin 605 Third Avenue New York NY 101583650 PC General Support 3500 Temple Emanuel Denver 51 Grape Street Denver CO 80220 PC General Support 29212 40862 0 14 2066 14 11666 16 3533 14 94 18 18953 1231 gain from passthrough 16 19142 0 55454 0 55454 1 NA 0 0 0 0 0 0 0 0 0 0 Amended Tax Return Form 990-PF The taxpayer is amending this return to reflect the activity from the 2022 Evin Holdings LLC K-1 that was received after the tax return has been filed. Please see the changes for each line item listed below.Form 990-PF, p. 1, box I Original: $448,622 Amended: $437,503Form 990-PF, Part I, line 11 Original: $94 Amended:$22,675Form 990-PF, Part II, line 13 (b) Original: $124,620 Amended: $149,501Form 990-PF, Part II, line 13 (c) Original: $144,768 Amended: $169,649Form 990-PF, Part II, line 18 Original: $28,408 Amended: $30,614Form 990-PF, Part IX, line 1a Original: $469,736 Amended: $465,447Form 990-PF, Part XII, line 1 Original: $24,442 Amended: $23,916Form 990-PF, Part XV-A, line 11 (d) Original: $0 Amended: $19,142 BANK OF AMERICA CORP FXD TO032025 VAR THRAFTR11/2/16 15890 14850 GENERAL ELECTRIC CO FXD TO 012021 VAR THRAFTR 8.099% 9425 9918 LIBERTY INTERACTIVE LLC 24813 11901 Amazon Com Inc. (AMZN) 10171 7056 AMGEN INC (AMGN) 9051 14970 APPLE INC (AAPL) 5057 14682 Blackstone Inc (BX) 10336 7642 Broadcom Inc. (AVGO) 11818 11183 CHEVRON CORP (CVX) 7794 14718 COMCAST CORP (NEW) CLASS A(CMCSA) 11680 7903 Exxon Mobil Corp (XOM) 9547 14229 INTL BUSINESS MACHINES CORP (IBM) 12142 11412 Johnson & Johnson (JNJ) 9541 10069 JPMORGAN CHASE & CO (JPM) 10526 13946 Medtronic PLC SHS (MDT) 9559 6839 MERCK & CO INC NEWCOM (MRK) 6949 13314 MICROSOFT CORP (MSFT) 4,036. 18,834. 3681 11751 MONDELEZ INTL INC COM (MDLZ) 7051 10664 NORTHROP GRUMMAN CP(HLDGCO) (NOC) 7002 10912 PAYPAL HLDGS INC COM (PYPL) 17016 8974 RAYTHEON TECHNOLOGIES CORP (RTX) 8008 12817 UnitedHealth GP Inc. (UNH) 9347 10604 VERIZON COMMUNICATIONS (VZ) 11653 8983 WALMART INC (WMT) 5241 11060 AAM BAHL & GAYNOR INC GW I (AFNIX) AT COST 10119 15856 AB CONCENTRATED GW ADV (WPSGX) AT COST 11397 15128 AMERICAN EUROPACIFIC GRW F2 (AEPFX) AT COST 16228 14573 CARLYLE SECURED LENDING INC (CGBD) AT COST 5008 9573 Evin - Holdings, LLC AT COST 24881 24881 ISHARES IBOXX HY COR BD ETF (HYG) AT COST 17301 15094 PIMCO INCOME I2 (PONPX) AT COST 12263 10676 VANGUARD EXTENDED MKT ETF (VXF) AT COST 9067 12622 VANGUARD INTERMEDIATE TERM COR (VCIT) AT COST 17633 17750 VANGUARD INTL EQUITY INDEX FD (VEU) AT COST 16288 18201 VANGUARD TTL STK MKT ETF (VTI) AT COST 9316 15295 Accounting 3000 3000 0 Other Income 94 94 94 1231 gain from passthrough 19142 19142 19142 Professional Fees 4655 4655 0 Foreign Taxes Paid - Morgan Stanley 87 87 0 Excise Tax 2200 0 0