2025-09-15T09:25:36-05:00 2024-12-31 873707167 CBIZ ADVISORS LLC 4 MANHATTANVILLE ROAD SUITE 402 PURCHASE NY 10577 990PF 2024-01-01 823927240 LOBKOWICZ FOUNDATION LOBK 9178374619 84 EAST LAKE ROAD TUXEDO PARK NY 10987 GAIL MCDONNELL LOBKOWICZ PRESIDENT 9178374619 2025-05-09 1 1 MICHELE LAZZARA P00106188 9145249000 2025-05-09 2024 2025-03-06 01:10:19Z X 36162 X X 691 691 249 249 660 21987 660 1600 1600 0 0 0 1500 1000 500 35 35 0 500 0 0 148 0 148 2183 1035 648 700 700 2883 1035 1348 -1283 565 2 2179 2179 33053 26945 33983 33055 29124 36162 5100 2452 5100 2452 X 0 0 0 0 27955 26672 27955 26672 33055 29124 27955 -1283 0 26672 0 26672 PUBLICALLY TRADED SECURITIES - EDWARD JONES 21987 21327 660 660 660 8 0 8 0 8 500 0 0 0 500 0 492 492 0 0 0 0 0 0 0 0 0 0 0 1 1 DE 1 0 0 0 0 1 N/A CBIZ MARKS PANETH LLC 9145249000 4 MANHATTANVILLE ROAD SUITE 402 PURCHASE NY 10577 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 GAIL MCDONNELL LOBKOWICZ 84 EAST LAKE ROAD TUXEDO PARK NY 10987 PRESIDENT/TREASURER 5.00 0 0 0 PATRICIA MCDONNELL 84 EAST LAKE ROAD TUXEDO PARK NY 10987 VICE PRESIDENT/SECRETARY 1.00 0 0 0 NONE 0 NONE 0 0 34064 1307 0 35371 0 0 35371 531 34840 1742 1742 8 8 1734 0 1734 0 1734 1348 0 1348 1734 0 0 264 264 1348 0 0 0 1348 0 264 264 0 0 0 0 0 122 0 0 0 X ALZHEIMER'S ASSOCIATION 225 N MICHIGAN AVE FL 17 CHICAGO IL 60601 NONE PC TO FURTHER DONEE'S EXEMPT PURPOSE 500 TUXEDO PARK SCHOOL MOUNTAIN FARM ROAD TUXEDO PARK NY 10987 NONE PC TO FURTHER DONEE'S EXEMPT PURPOSE 200 700 0 14 691 14 249 18 660 0 1600 0 1600 0 0 0 0 0 0 0 0 0 0 CBIZ MARKS PANETH 1500 1000 500 UNDER REGULATIONS SECTION 53.4942(A)-3(D)(2), THE FOUNDATION IS MAKING THE ELECTION TO APPLY ITS CURRENT YEAR EXCESS QUALIFYING DISTRIBUTION OF $692 TO A PRIOR YEAR (2018). 5.517 SH FRANKLIN DYNATECH A 630 963 26.05771/26.22235 SH INVS NSDQ100 ETF 4308 5518 54.48572/32.71655 SH ISHRS CORE S&P U.S. GROWTH ETF 3024 4559 9.10425/9.22665 SH ISHARES CORE S&P 500 ETF 3942 5432 15/11.03199 SH SALESFORCE INC 2841 3688 15.10885/12.28817 SH SPDR S&P 500 ETF 5219 7202 0/12 SH APPLE INC 3076 3005 0/8.01983 SH BROADCOM INC 1978 1859 0/3 SH META PLATFORM 1927 1757 DE FILING FEES 148 0 148 EDWARD JONES 35 35 0 IRS EXCISE TAX 500 0 0