2025-11-13T16:04:11-06:00 2024-12-31 510232399 BELFINT LYONS & SHUMAN PA 1011 CENTRE RD STE 310 WILMINGTON DE 19805 990PF 2024-01-01 274356841 BUFFY WACHS FOUNDATION BUFF 3022250600 CO BLS 1011 CENTRE RD STE 310 WILMINGTON DE 19805 KATRIN WACHS DIRECTOR 3022250600 2025-11-11 0 0 MICHAEL KELLY CPA P01252963 3022250600 2025-11-11 2024 2025-03-06 01:10:19Z X X 600009 X 77084 140 140 48928 48928 5789 205080 5789 131941 54857 0 0 0 3000 0 0 4678 0 0 7678 0 0 950080 950080 957758 0 950080 -825817 54857 1439602 600009 600009 1439602 600009 600009 0 0 X 0 0 0 0 1439602 600009 1439602 600009 1439602 600009 1439602 -825817 8831 622616 22607 600009 208.986 SHARES BLACKROCK STRATEGIC INCOME OPPS INSTL P 2024-06-04 2024-09-03 2000 1974 26 26 191.205 SHARES JPMORGAN CORE BOND I P 2024-06-04 2024-09-03 2000 1953 47 47 5,723.205 SHARES BLACKROCK STRATEGIC INCOME OPPS INSTL P 2024-06-04 2024-09-09 55000 53569 1431 1431 449.186 SHARES FIDELITY JAPAN P 2024-09-03 2024-09-09 7985 8171 -186 -186 5,208.333 SHARES JPMORGAN CORE BOND I P 2024-06-04 2024-09-09 55000 52760 2240 2240 850.000 SHARES MORGAN STANLEY INST ASIA OPP I P 2024-06-04 2024-09-09 16127 16725 -598 -598 116 SHARES SPDR S&P 500 ETF P 2024-09-03 2024-09-09 63165 64139 -974 -974 CAPITAL GAINS DIVIDENDS P 3803 3803 3803 5789 763 0 763 0 763 7495 0 0 0 7495 0 6732 6732 0 0 0 0 0 0 0 0 0 0 0 1 1 DE 1 0 0 0 1 1 N/A KATRIN WACHS DIRECTOR 3022250600 C/O BLS 1011 CENTRE RD STE 310 WILMINGTON DE 19805 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 KATRIN WACHS 1011 CENTRE ROAD SUITE 310 WILMINGTON DE 19805 DIRECTOR/SECRETARY/TREASUR 1.00 0 0 0 NONE 0 NONE 0 0 0 0 250757 710849 0 961606 0 0 961606 14424 947182 47359 47359 763 763 46596 0 46596 0 46596 950080 0 950080 46596 0 0 8370 11703 20073 950080 0 0 0 46596 903484 0 0 923557 0 0 0 0 0 0 0 923557 8370 11703 903484 X SARAH LAWRENCE COLLEGE 1 MEAD WAY BRONXVILLE NY 10708 PUBLIC CHARITY EDUCATION 200000 GEORGETOWN DAY SCHOOL 4200 DAVENPORT STREET NW WASHINGTON DC 20016 PUBLIC CHARITY HEALTH WELLNESS 16000 POLY PREP COUNTRY DAY SCHOOL 50 PROSPECT PARK W BROOKLYN NY 11215 PUBLIC CHARITY EDUCATION 4500 ROCKEFELLER PHILANTHROPY ADVISORS 120 BROADWAY SUITE 3475 NEW YORK NY 10271 PUBLIC CHARITY EDUCATION 100000 BROOKLYN AIKIKAI 408 3RD AVE BROOKLYN NY 11215 PUBLIC CHARITY HEALTH WELLNESS 8969 SCHWAB CHARITABLE FUND 211 MAIN STREET SAN FRANCISCO CA 94105 PUBLIC CHARITY HEALTH WELLNESS EDUCATION 620611 950080 0 140 14 48928 14 5789 18 54857 0 0 54857 0 0 0 0 0 0 0 0 0 0 X X 1 LORD BALTIMORE CAPITAL PARTNERS LLC 110 WEST RD STE 430 TOWNSON MD 21204 73084 X TAX PREP FEES 3000 0 0 PRIOR PERIOD CHANGE 22607 UNREALIZED GAIN 8831 CORPORATION SERVICES 689 0 0 ADVISOR FEES 3989 0 0