2025-07-29T13:59:26-05:00 2024-10-31 420714325 RSM US LLP 4 TIMES SQUARE NEW YORK NY 10036 990PF 2023-11-01 205953051 THE MICHAEL & CAROL LOWENSTEIN FOUNDATION INC MICH 2038625800 55 RAILROAD AVENUE 2ND FLOOR GREENWICH CT 068306378 MICHAEL LOWENSTEIN OFFICER 2038625800 2025-04-30 1 0 LYNNE JOHNSON P00757336 2123721000 2025-07-22 2023 2025-03-06 01:10:19Z X 73847742 X 7208155 661194 661194 191999 191999 8185280 25976961 8176280 100867 128799 16347495 9158272 0 0 0 31711 9975 9975 1378 1378 0 973 973 0 30676 0 0 720 0 720 65458 12326 10695 2778472 2778472 2843930 12326 2789167 13503565 9145946 556 8969 8969 16849084 21742356 21742356 6503378 8565286 8565286 31341045 43531131 43531131 54694063 73847742 73847742 0 0 X 0 0 0 0 54694063 73847742 54694063 73847742 54694063 73847742 54694063 13503565 5650114 73847742 0 73847742 ABRAMS CAPITAL PARTNERS II, LP (STCG) P 20608 20608 ABRAMS CAPITAL PARTNERS II, LP (LTCG) P 115740 115740 BAUPOST VALUE PARTNERS, LP-I (STCL) P -16819 -16819 BAUPOST VALUE PARTNERS, LP-I (LTCL) P -9863 -9863 UBTI FROM ABRAMS CAPITAL PARTNERS II, LP (STCL) P 12 12 UBTI FROM ABRAMS CAPITAL PARTNERS II, LP (LTCG) P -6270 -6270 UBTI FROM ABRAMS CAPITAL PARTNERS II, LP (SEC 1231) P -4032 -4032 UBTI FROM BAUPOST VALUE PARTNERS, LP-I (STCG) P -282 -282 UBTI FROM BAUPOST VALUE PARTNERS, LP-I (LTCG) P -8 -8 UBTI FROM BAUPOST VALUE PARTNERS, LP-I (SEC 1231) P 1580 1580 PUBLICLY TRADED SECURITIES 8758828 683214 8075614 8075614 US TREASURY BILL 0% 11/30/23 DTD 12/01/22 P 2023-11-02 2023-11-30 2988337 2988337 0 0 US TREASURY BILL 0% 12/21/23 DTD 06/22/23 P 2023-09-18 2023-12-21 986565 986565 0 0 US TREASURY BILL 0% 12/28/23 DTD 12/29/22 P 2023-12-20 2023-12-28 998992 998992 0 0 US TREASURY BILL 0% 03/21/24 DTD 03/23/23 P 2023-09-18 2024-03-21 4866028 4866028 0 0 US TREASURY BILL 0% 03/28/24 DTD 09/28/23 P 2023-09-25 2022-12-29 2627450 2627450 0 0 US TREASURY BILL 0% 06/13/24 DTD 06/15/23 P 2023-06-13 2024-06-13 4750761 4750761 0 0 8176280 127129 0 127129 0 127129 41734 0 120000 0 161734 X 2855 31750 31750 0 0 0 0 0 0 0 0 0 1 1 0 1 1 CT DE 1 0 0 0 1 1 N/A MICHAEL LOWENSTEIN 2038625800 55 RAILROAD AVENUE 2ND FLOOR GREENWICH CT 068306378 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MICHAEL B LOWENSTEIN 55 RAILROAD AVENUE 2ND FLOOR GREENWICH CT 06830 DIRECTOR 2.00 0 0 0 JEFFERY LOWENSTEIN 55 RAILROAD AVENUE 2ND FLOOR GREENWICH CT 06830 DIRECTOR 1.00 0 0 0 GINO LABRUZZO 55 RAILROAD AVENUE 2ND FLOOR GREENWICH CT 06830 SECRETARY 1.00 0 0 0 LI DICK 55 RAILROAD AVENUE 2ND FLOOR GREENWICH CT 06830 ASSISTANT SECRETARY 1.00 0 0 0 NONE 0 NONE 0 0 9301558 20537625 38179010 68018193 0 0 68018193 1020273 66997920 3349896 3349896 127129 127129 3222767 0 3222767 0 3222767 2789167 0 2789167 3222767 2455805 0 0 2789167 2455805 0 0 333362 0 0 0 0 0 0 0 0 2889405 0 0 0 MICHAEL B LOWENSTEIN X BRAINGAIN ISRAEL 1068 FULTON STREET APT 5A BROOKLYN NY 11238 NONE PC TO FURTHER THAT TAX EXEMPT MISSION OF THE ORGANIZATION 100000 BROAD INSTITUTE INC 415 MAIN STREET CAMBRIDGE MA 02142 NONE PC TO FURTHER THAT TAX EXEMPT MISSION OF THE ORGANIZATION 100000 ENTERTAINMENT COMMUNITY FUND 729 SEVENTH AVENUE 10TH FLOOR NEW YORK NY 10019 NONE PC TO FURTHER THAT TAX EXEMPT MISSION OF THE ORGANIZATION 2500 FACING HISTORY AND OURSELVES 89 SOUTH STRET SUITE 401 BOSTON MA 02111 NONE PC TO FURTHER THAT TAX EXEMPT MISSION OF THE ORGANIZATION 25000 FEEDING WESTCHESTER 200 CLEARBROOK ROAD ELMSFORD NY 10523 NONE PC TO FURTHER THAT TAX EXEMPT MISSION OF THE ORGANIZATION 100000 HILLEL AT THE UNIV OF PENNSYLVANIA 215 SOUTH 39TH STREET PHILADELPHIA PA 19104 NONE PC TO FURTHER THAT TAX EXEMPT MISSION OF THE ORGANIZATION 25000 JEWISH COMMUNAL FUND 575 MADISON AVENUE SUITE 703 NEW YORK NY 10022 NONE PC TO FURTHER THAT TAX EXEMPT MISSION OF THE ORGANIZATION 940000 LARCHMONT TEMPLE 75 LARCHMONT AVENUE NEW YORK NY 10538 NONE PC TO FURTHER THAT TAX EXEMPT MISSION OF THE ORGANIZATION 405672 MOVING TRADITIONS 8380 OLD YORK ROAD SUITE 4300 ELKINS PARK PW 19027 NONE PC TO FURTHER THAT TAX EXEMPT MISSION OF THE ORGANIZATION 100000 MUSEUM OF JEWISH HERITAGE 36 BATTERY PLACE NEW YORK NY 10280 NONE PC TO FURTHER THAT TAX EXEMPT MISSION OF THE ORGANIZATION 25000 NEW YORK CITY POLICE FOUNDATION INC 555 FIFTH AVENUE 15TH FLOOR NEW YORK NY 10017 NONE PC TO FURTHER THAT TAX EXEMPT MISSION OF THE ORGANIZATION 2500 NYS TROOPERS PBA SIGNAL 30 FUND INC 120 STATE STREET ALBANY NY 12207 NONE PC TO FURTHER THAT TAX EXEMPT MISSION OF THE ORGANIZATION 1000 SELFHELP COMMUNITY SERVICES 520 EIGHTH AVENUE 25TH FLOOR NEW YORK NY 10018 NONE PC TO FURTHER THAT TAX EXEMPT MISSION OF THE ORGANIZATION 1800 THE AFYA FOUNDATION OF AMERICA INC 140 SAW MILL RIVER ROAD YONKERS NY 10701 NONE PC TO FURTHER THAT TAX EXEMPT MISSION OF THE ORGANIZATION 50000 UJA FEDERATION OF NEW YORK 130 EAST 59TH STREET NEW YORK NY 10022 NONE PC TO FURTHER THAT TAX EXEMPT MISSION OF THE ORGANIZATION 500000 WHITE PLAINS HOSPITAL 41 EAST POST ROAD WHITE PLAINS NY 10601 NONE PC TO FURTHER THAT TAX EXEMPT MISSION OF THE ORGANIZATION 400000 2778472 0 14 661194 14 191999 901101 9000 18 8176280 PARTNERSHIP INCOME/LOSS 901101 -27742 14 128609 -18742 9158082 0 9139340 0 0 0 0 0 0 0 0 0 0 X X 1 MICHAEL B LOWENSTEIN 55 RAILROAD AVENUE 2ND FLOOR GREENWICH CT 068306378 7208155 X 1 2,056 SHARES OF VICTORY CAPITAL HOLDINGS INC 67036 2023-11-24 1 10,400 SHARES OF VISA INC CL A 2709876 2023-12-29 1 1,300 SHARES OF MICROSOFT CORP 487916 2023-12-29 1 6,400 SHARES OF VISA INC CL A 1667616 2023-12-29 1 1,236 SHARES OF VICTORY CAPITAL HOLDINGS INC 41165 2024-01-05 1 122,980 SHARES OF CLEAR SECURE INC 2234546 2024-04-19 ACCOUNTING FEES 31711 9975 9975 BERKSHIRE HATHAWAY INC 7446555 7446555 SEQUOIA FUND INC. 1118731 1118731 ABRAMS CAPITAL PARTNERS II, LP FMV 6197437 6197437 BAUPOST VALUE PARTNERS, LP-I FMV 4548851 4548851 KENSICO OFFSHORE FUND, LTD FMV 19171687 19171687 POPLAR INTERNATIONAL PARTNERS LP FMV 6183451 6183451 REFLOW MEDICAL INC FMV 1999994 1999994 RIVULET CAPITAL OFFSHORE FUND FMV 5429711 5429711 FILING FEES 230 0 230 SUBSCRIPTION FEES 490 0 490 PARTNERSHIP INCOME/LOSS 100867 128799 100867 UNREALIZED APPRECIATION/DEPRECIATION ON INVESTMENTS 5650114 CUSTODY FEES 1378 1378 0 FEDERAL EXCISE TAX 30000 0 0 NYS CORP TAX 250 0 0 STATE TAXES PAID THRU PARTNERSHIP 426 0 0