2025-10-15T09:16:43-05:00 2024-11-30 135565207 KPMG LLP 401 UNION STREET SUITE 2800 SEATTLE WA 98101 990PF 2023-12-01 261607103 MICHAEL A PETERSON FOUNDATION MICH 2125429247 1159 SECOND AVENUE BOX 436 NEW YORK NY 10065 MICHAEL SHANKMAN TREASURER 2125429247 2025-10-15 1 0 KATHRYN OKIMOTO P00746598 2069134000 2023 2025-03-06 01:10:19Z X 8440497 X X 170 170 206589 206589 55906 564692 55906 62 0 262727 262665 0 0 0 6880 0 6880 8000 0 0 1760 0 1760 16640 0 8640 461200 461200 477840 0 469840 -215113 262665 23 23 23 118895 22013 22013 943298 662496 557879 5487976 5650547 7860582 6550192 6335079 8440497 0 0 X 6550192 6335079 0 0 0 0 6550192 6335079 6550192 6335079 6550192 -215113 0 6335079 0 6335079 LONG-TERM CAPITAL GAIN DIVIDENDS P 91692 91692 91692 PUBLICLY TRADED SECURITIES P 300000 335786 -35786 -35786 U.S. TREASURY FUND P 173000 173000 0 0 55906 3651 0 3651 0 3651 8729 0 0 0 8729 0 5078 5078 0 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 0 0 0 0 1 N/A MICHAEL A PETERSON FOUNDATION 2125429247 1159 SECOND AVENUE BOX 436 NEW YORK NY 10065 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MICHAEL A PETERSON 1159 SECOND AVENUE BOX 436 NEW YORK NY 10065 DIRECTOR, CHAIRMAN, PRES, SECY 1.00 0 0 0 MICHAEL SHANKMAN 1159 SECOND AVENUE BOX 436 NEW YORK NY 10065 TREASURER 1.00 0 0 0 NONE 0 NONE 0 0 8068653 109229 0 8177882 0 0 8177882 122668 8055214 402761 402761 3651 3651 399110 0 399110 0 399110 469840 0 469840 399110 0 0 549814 544004 75365 66314 36922 1272419 469840 0 0 0 399110 70730 0 0 1343149 0 0 0 0 0 0 549814 793335 544004 75365 66314 36922 70730 X AMERICAN FUND FOR LSE CHAPEL YORK 1350 AVENUE OF THE AMERICAS FLOOR 2 SUITE 266 NEW YORK NY 10019 PC TO SUPPORT THE CHARITY'S CORE ACTIVITIES. 10000 BROWN UNIVERSITY 350 EDDY STREET 6TH FLOOR PROVIDENCE RI 02903 PC TO SUPPORT THE CHARITY'S ANNUAL FUND. 50000 COMMUNITY FOUNDATION FOR THE CSRA PO BOX 31358 AUGUSTA GA 30903 PC TO SUPPORT THE HURRICANE HELENE COMMUNITY CRISIS FUND. 100000 DWIGHT ENGLEWOOD SCHOOL 315 E PALISADES AVENUE ENGLEWOOD NJ 07631 PC TO SUPPORT THE CHARITY'S ANNUAL FUND. 50000 INNER-CITY SCHOLARSHIP FUND 1011 FIRST AVENUE SUITE 1800 NEW YORK NY 10022 PC TO SUPPORT SCHOLARSHIPS FOR CHILDREN. 16200 NORTHWESTERN UNIVERSITY 2251 SHERIDAN ROAD EVANSTON IL 60201 PC TO SUPPORT THE CHARITY'S ANNUAL FUND. 50000 NORTHWESTERN UNIVERSITY 2251 SHERIDAN ROAD EVANSTON IL 60201 PC TO SUPPORT THE CHARITY'S ENDOWED FUND. 25000 PHILLIPS ACADEMY 180 MAIN STREET ANDOVER MA 01810 PC TO SUPPORT THE CAPITAL CAMPAIGN. 150000 WNET 825 8TH AVENUE 14TH FL NEW YORK NY 10019 PC TO SUPPORT THE CHARITY'S ANNUAL FUND. 10000 461200 0 14 170 14 206589 18 55906 MISCELLANEOUS INCOME 01 62 0 262727 0 262727 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 6880 0 6880 EDGEWOOD GROWTH FUND-INST 1272081 2571428 FPA CRESCENT FUND 950343 1247597 GOLUB CAPITAL BDC INC 707189 639900 JANUS HENDERSON ABSOLUTE RETURN INCOME OPPORTUNITIES FUND 896477 851339 MATTHEWS ASIA DIVIDEND INVESTOR 290916 264185 MATTHEWS EMERGING MRK SM CO-INV 259622 237741 VANGUARD DIVIDEND GROWTH INV 1273919 2048392 662496 557879 0 0 REGISTRATION AND SERVICE FEES 1760 0 1760 MISCELLANEOUS INCOME 62 62 US EXCISE TAXES 8000 0 0