2025-11-12T14:45:28-06:00 2024-12-31 464122151 SCHOFER DILLBERG & COMPANY INC 190 N MAIN STREET THIRD FLOOR NATICK MA 01760 990PF 2024-01-01 061482552 THE FREE LUNCH FOUNDATION FREE 3077391898 PO BOX 11450 JACKSON WY 83002 DAVID WALSH PRESIDENT 3077391898 2025-11-10 1 1 MARK SCHOFER P00423537 5085458405 2024 2025-03-06 01:10:19Z X 87164 X 25228 890 890 3872 3872 1581 79586 34169 18021 2072 49592 41003 0 0 0 3500 1750 1750 223 19 0 1148 1143 5 4871 2912 1755 47350 47350 52221 2912 49105 -2629 38091 2587 28674 28674 73640 46659 54781 3073 1409 3709 79300 76742 87164 0 0 X 0 0 0 0 79300 76742 79300 76742 79300 76742 79300 -2629 71 76742 0 76742 CAPITAL GAIN/LOSS FROM MLPS P 3661 -3661 -3661 CAPITAL GAIN/LOSS FROM MLPS P 7 7 7 ENERGY TRANSFER PARTNERS P 9608 4518 5090 5090 SUMMIT MIDSTREAM P 3545 8953 -5408 -5408 GOLDMAN SACHS P 38138 18827 19311 19311 BARRICK GOLD D 3124 1588 1536 1536 CHICOS D 12616 2951 9665 9665 WESTERN ALLIANCE BANK D 12548 4919 7629 7629 34169 529 0 529 0 529 0 0 900 0 900 11 360 360 0 0 0 0 0 0 0 0 0 1 1 0 1 1 1 0 0 0 0 1 N/A SCHOFER DILLBERG COMPANY INC 5085458405 190 NORTH MAIN STREET NATICK MA 01760 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DAVID WALSH PO BOX 11450 JACKSON WY 83002 TRUSTEE 0.00 0 0 0 JADE WALSH PO BOX 11450 JACKSON WY 83002 TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 THE FREE LUNCH FOUNDATION MAKES GRANTS TO QUALIFIED 501(C)(3) ORGANIZATIONS WHOSE PRIMARY FOCUS IS FURTHERING EDUCATION AND/OR PROTECTING THE ENVIRONMENT. 47350 0 78104 29480 0 107584 0 0 107584 1614 105970 5299 5299 529 2944 3473 1826 0 1826 0 1826 49105 0 49105 1826 0 0 152120 178544 114977 79196 28404 553241 49105 0 0 0 1826 47279 0 0 600520 0 0 0 0 0 0 152120 448400 178544 114977 79196 28404 47279 DAVID WALSH JADE WALSH X AMERICAN BIRD CONSERVANCY PO BOX 249 THE PLAINS VA 20198 NONE PUBLIC CHARITY GENERAL 16500 COALITION FOR LIBERTY 2520 WHITEHALL PARL DRIVE SUITE 1 CHARLOTTE NC 28273 NONE PUBLIC CHARITY GENERAL 2000 COMMUNITY FOUNDATION OF JACKSON HOLE 255 E SIMPSON STREET JACKSON WY 83001 NONE PUBLIC CHARITY GENERALGENERAL 2700 CORNELL UNIVERSITY LAB OF ORNITHOLOGY 159 SAPSUCKER WOODS RD ITHACA NY 14850 NONE PUBLIC CHARITY GENERAL 1000 DANCER'S WORKSHOP OF JACKSON HOLE PO BOX 1500 JACKSON WY 83001 NONE PUBLIC CHARITY GENERAL 1000 FIRST IN FAMILY PO BOX 9653 JACKSON WY 83002 NONE PUBLIC CHARITY GENERAL 7500 G&G OVEREND SCHOLARSHIP FUND PO BOX 2164 CASPER WY 82602 NONE PUBLIC CHARITY GENERAL 500 HOLE FOOD RESCUE 1524 MARTIN LANE JACKSON WY 83001 NONE PUBLIC CHARITY GENERAL 10000 MAYO CLINIC FOUNDATION 200 FIRST STREET SW ROCHESTER MN 55905 NONE PUBLIC CHARITY GENERAL 1000 NATIONAL MUSEUM OF WILDLIFE ART PO BOX 6825 JACKSON HOLE WY 83002 NONE PUBLIC CHARITY GENERAL 3500 OFF SQUARE THEATRE 240 SOUTH GLENWOOD STREET JACKSON WY 83001 NONE PUBLIC CHARITY GENERAL 1000 PROVINCETOWN MA LIONS CLUB PO BOX 1721 PROVINCETOWN MA 02657 NONE PUBLIC CHARITY GENERAL 150 STATE OF IMMACULATE HEART OF MARY 1 OUR LADY CIRCLE MALVERN PA 19355 NONE PUBLIC CHARITY GENERAL 500 47350 0 14 890 14 3872 18 2072 18 1581 ORD INCOME FROM LIMITED PARTNERSHIPS 211100 15949 15949 8415 0 24364 0 0 0 0 0 0 0 0 0 0 X X 1 DAVID WALSH PO BOX 11450 JACKSON WY 83002 25228 X 1 200 SHARES OF WESTERN ALLIANCE BANK 12540 2024-05-07 1 200 SHARES OF WESTERN ALLIANCE BANK 12688 2024-07-08 ACCOUNTING FEES 3500 1750 1750 GOLDMAN SACHS - US STOCKS 32685 42103 GOLDMAN SACHS - NON-US EQUITY 13974 12678 ALLIANCEBERNSTEIN AT COST 1409 3709 MLP EXPENSES 871 866 5 BANK SERVICE CHARGES 277 277 0 OTHER INCOME FROM MLPS -6 -6 -6 SECTION 1231 GAIN FROM MLPS 2078 2078 2078 ORD INCOME FROM LIMITED PARTNERSHIPS 15949 15949 DIVIDENDS TAXED IN 2023, RECEIVED IN 2024 71 FOREIGN TAXES 19 19 0 FEDERAL TAXES 204 0 0