2025-11-14T08:09:50-06:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 6 RESEARCH DRIVE SUITE 450 SHELTON CT 06484 990PF 2024-01-01 463973421 THE KAHN FOUNDATION KAHN 2033665876 80C OLD HILL ROAD WESTPORT CT 06880 ROBERT H KAHN TRUSTEE 2033665876 2025-09-26 0 DAVID C MOSEMAN P00538224 2033665876 2025-09-26 2024 2025-03-06 01:10:19Z X 814293 X X 27454 27454 7296 24928 7296 2 2 34752 34752 0 0 0 2800 0 2800 684 444 0 3579 3579 0 7063 4023 2800 40000 40000 47063 4023 42800 -12311 30729 9787 6746 6746 30474 19451 19451 611153 612892 787974 108 122 122 651522 639211 814293 0 0 X 0 0 0 0 651522 639211 651522 639211 651522 639211 651522 -12311 0 639211 0 639211 MFC SPDR INDEX SHS FDS S&P GLOBAL NAT RES ETF P 2020-03-20 2024-01-11 6041 3053 2988 2988 MFC SPDR INDEX SHS FDS S&P GLOBAL NAT RES ETF P 2023-04-14 2024-09-09 13300 14579 -1279 -1279 CAPITAL GAINS DIVIDENDS P 5587 5587 5587 7296 427 0 427 0 427 600 0 0 0 600 0 173 173 0 0 0 0 0 0 0 0 0 0 0 1 1 CT 1 0 0 0 0 1 N/A DAVID C MOSEMAN 2033665876 C/O BAKER TILLY ADVISORY GROUP LP 6 RESEARCH DRIVE SHELTON CT 06484 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ROBERT H KAHN 80C OLD HILL ROAD WESTPORT CT 06880 TRUSTEE 0.00 0 0 0 SUZANNE D KAHN 80C OLD HILL ROAD WESTPORT CT 06880 TRUSTEE 0.00 0 0 0 JEFFREY R KAHN 43 HARBOR DRIVE 508 STAMFORD CT 06902 TRUSTEE 0.00 0 0 0 LAURA M KAHN 25 RIVER ROAD 3202 WILTON CT 06897 TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 0 772049 49657 122 821828 0 0 821828 12327 809501 40475 40475 427 427 40048 0 40048 0 40048 42800 0 42800 40048 0 0 13741 5831 19572 42800 0 0 0 40048 2752 0 0 22324 0 0 0 0 0 0 0 22324 13741 5831 2752 X AMERICAN DIABETES ASSOCIATION 2451 CRYSTAL DRIVE SUITE 900 ARLINGTON VA 22202 N/A 501(C)(3) UNRESTRICTED 4000 AMERICAN FRIENDS OF MAGEN DAVID ADOM 20 W 36TH STREET SUITE 1100 NEW YORK NY 10001 N/A 501(C)(3) UNRESTRICTED 5000 COPE FOUNDATION PO BOX 1251 MELVILLE NY 11747 N/A 501(C)(3) UNRESTRICTED 1000 LEUKEMIA & LYMPHOMA SOCIETY 152 BROAD STREET STAMFORD CT 06901 N/A 501(C)(3) RESEARCH 1000 MEMORIAL SLOAN-KETTERING CANCER CENTER 1275 YORK AVE NEW YORK NY 10065 N/A 501(C)(3) RESEARCH 5000 THE JOHNS HOPKINS WILMER EYE INSTITUTE 600 N WOLFE ST BALTIMORE MD 21287 N/A 501(C)(3) RESEARCH 10000 THE V FOUNDATION FOR CANCER RESEARCH 14600 WESTON PARKWAY CARY NC 27513 N/A 501(C)(3) RESEARCH 1000 TUNNEL TO TOWERS FOUNDATION 2361 HYLAN BOULEVARD STATEN ISLAND NY 10306 N/A 501(C)(3) UNRESTRICTED 1000 WHITTINGHAM CANCER CENTER 34 MAPLE STREET NORWALK CT 06856 N/A 501(C)(3) RESEARCH 12000 40000 0 14 27454 14 2 18 7296 0 34752 0 34752 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 2800 0 2800 MFB NORTHERN STOCK INDEX AT COST 145580 298273 MFB NORTHERN INTERNATIONAL EQUITY INDEX AT COST 51147 58974 MFO DFA INVT DIMENSIONS GROUP INC EMERGING MARKETS AT COST 24472 33353 MFB NORTHERN EQUITY MID CAP INDEX AT COST 25719 32995 MFC ISHARES TR CORE US AGGREGATE AT COST 97751 88470 MFC FLEXSHARES TR STOXX GLOBAL BROAD AT COST 8005 9543 FLEXSHARES TR GLOBAL QUALITY REAL ESTATE AT COST 20877 20970 MFC SPDR INDEX SHS FDS S&P GLOBAL AT COST 19020 22392 VANGUARD FTSE DEVELOPED MARKETS ETF AT COST 47976 47198 MFC VANGUARD INTL EQUITY INDEX FDS FTSE EMERGING MKTS AT COST 46527 48180 MFC ISHARES TR GLOBAL INFRASTRUCTURE ETFINDEX FD (IGF) AT COST 9353 10036 MFC FLEXSHARES TR IBOXX 3 YR TARGET DURATION TIPS INDEX AT COST 16618 14956 MFC FLEXSHARES TR HIGH YIELD VALUE SCORED BOND INDEX FUND AT COST 50104 50687 MFC ISHARES TR BROAD USD HIGH YEILD CORPORATE BD ETF (USHY) AT COST 49743 51947 ACCRUED INCOME RECEIVABLE 108 122 122 INVESTMENT FEES 3579 3579 0 NORTHERN TRUST COMPANY - OTHER INCOME 2 2 2 FOREIGN INCOME TAX 444 444 0 FEDERAL EXCISE TAX 240 0 0