2025-10-13T10:32:19-05:00 2024-12-31 331374517 PKF O'CONNOR DAVIES ADVISORY LLC 500 MAMARONECK AVENUE SUITE 301 HARRISON NY 105281633 990PF 2024-01-01 136111833 BOTWINICK-WOLFENSOHN FOUNDATION INC BOTW 9176966093 287 PARK AVENUE SOUTH 424 NEW YORK NY 100107002 MARC BRITTON CHIEF FINANCIAL OFFICER 9176966093 2025-10-13 1 0 THOMAS BLANEY P00234022 9143818900 2025-10-10 2024 2025-03-06 01:10:19Z X 26379714 X X 407 407 816342 816342 8573788 10234956 8573788 42397 42397 9432934 9432934 0 0 0 5915 0 5915 33436 6687 40338 125000 0 0 750 0 2383 165101 6687 48636 709000 709000 874101 6687 757636 8558833 9426247 40692 47972 47972 100320 790 790 463 299 299 11663000 8594698 8594698 8287962 17660627 17660627 35778 75328 75328 20128215 26379714 26379714 13466 0 13466 0 X 0 0 0 0 20114749 26379714 20114749 26379714 20128215 26379714 20114749 8558833 0 28673582 2293868 26379714 SALE OF PUBLICLY TRADED SECURITIES 10234956 1661168 8573788 8573788 8573788 131025 0 131025 0 131025 123808 0 50000 0 173808 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PROGRAM 2127 BERKMAR DR CHARLOTTESVILLE VA 22901 N/A PC FOR GENERAL PURPOSES 15000 BCT BROOKLYN CHILDRENS THEATRE 540 PRESIDENT STREET 1D BROOKLYN NY 11215 N/A PC FOR GENERAL PURPOSES 10000 BERKELEY CARROLL SCHOOL 152 STERLING PLACE BROOKLYN NY 11217 N/A PC FOR GENERAL PURPOSES 10000 BLUE RIDGE AREA FOOD BANK PO BOX 937 VERONA VA 24482 N/A PC FOR GENERAL PURPOSES 20000 BOTANICAL GARDEN OF THE PIEDMONT PO BOX 6224 CHARLOTTESVILLE VA 22906 N/A PC FOR GENERAL PURPOSES 15000 CHARLOTTESVILLE SYMPHONY SOCIETY PO BOX 4206 CHARLOTTESVILLE VA 22905 N/A PC FOR GENERAL PURPOSES 10000 CHARLOTTEVILLE ALBEMARLE SPCA 3355 BERKMAR DRIVE CHARLOTTESVILLE VA 22901 N/A PC FOR GENERAL PURPOSES 10000 CITY HARVEST 150 52ND STREET BROOKLYN NY 11232 N/A PC FOR GENERAL PURPOSES 35000 CONGREGATION AHAVAS ISRAEL 108 NOBLE STREET BROOKLYN NY 11222 N/A PC FOR GENERAL PURPOSES 20000 CONGREGATION AHAVAS ISRAEL 108 NOBLE STREET BROOKLYN NY 11222 N/A PC FOR GENERAL PURPOSES 40000 CONGREGATION BAITH ISRAEL ANSHEI EMES 236 KANE STREET BROOKLYN NY 11231 N/A PC FOR GENERAL PURPOSES 25000 CULTIVATE CHARLOTTESVILLE PO BOX 5282 CHARLOTTESVILLE VA 22905 N/A PC FOR GENERAL PURPOSES 10000 FOOD BANK OF NEW YORK CITY 39 BROADWAY 10TH FLOOR NEW YORK NY 10006 N/A PC FOR GENERAL PURPOSES 35000 HANNAH SENESH COMMUNITY DAY SCHOOL 342 SMITH STREET BROOKLYN NY 11231 N/A PC FOR GENERAL PURPOSES 1000 HANNAH SENESH COMMUNITY DAY SCHOOL 342 SMITH STREET BROOKLYN NY 11231 N/A PC FOR GENERAL PURPOSES 18000 HOPE'S LEGACY EQUINE RESCUE INC 5145 TAYLOR CREEK ROAD AFTON VA 22920 N/A PC FOR GENERAL PURPOSES 15000 IX ARTS FOUNDATION 522 2ND ST SE SUITE D CHARLOTTESVILLE VA 22902 N/A PC FOR GENERAL PURPOSES 5000 JEWISH THEOLOGICAL SEMINARY 3080 BROADWAY NEW YORK NY 10027 N/A PC FOR GENERAL PURPOSES 25000 JEWISH THEOLOGICAL SEMINARY 3080 BROADWAY NEW YORK NY 10027 N/A PC FOR GENERAL PURPOSES 25000 LIVE ARTS PO BOX 1231 CHARLOTTESVILLE VA 22902 N/A PC FOR GENERAL PURPOSES 5000 LOAVES AND FISHES FOOD PANTRY 2050 LAMBS RD CHARLOTTESVILLE VA 22901 N/A PC FOR GENERAL PURPOSES 5000 MEALS ON WHEELS 704 ROSE HILL DRIVE CHARLOTTESVILLE VA 22903 N/A PC FOR GENERAL PURPOSES 5000 PRINCETON UNIVERSITY PRINCETON NJ 08544 PRINCETON NJ 08544 N/A PC FOR GENERAL PURPOSES 15000 PROSTATE CANCER FOUNDATION 1250 FOURTH STREET SANTA MONICA CA 90401 N/A PC FOR GENERAL PURPOSES 25000 PUBLIC EDUCATION FUND OF CHARLOTTESVILLE-ALBEMARLE PO BOX 175 CHARLOTTESVILLE VA 22902 N/A PC FOR GENERAL PURPOSES 20000 SERENITY FARM EQUINE SANCTUARY INC 2854 BYRD MILL ROAD LOUISA VA 23093 N/A PC FOR GENERAL PURPOSES 15000 SERVICE DOGS OF VIRGINIA PO BOX 408 CHARLOTTESVILLE VA 22902 N/A PC FOR GENERAL PURPOSES 10000 SHELTER FOR HELP IN EMERGENCY PO BOX 1013 CHARLOTTESVILLE VA 22902 N/A PC FOR GENERAL PURPOSES 20000 THE ARC OF THE PIEDMONT 1149 ROSE HILL DRIVE CHARLOTTESVILLE VA 22903 N/A PC FOR GENERAL PURPOSES 15000 THE MET COUNCIL 77 WATER STREET 26FL NEW YORK NY 10005 N/A PC FOR GENERAL PURPOSES 35000 THE PARAMOUNT THEATER 215 EAST MAIN STREET CHARLOTTESVILLE VA 22902 N/A PC FOR GENERAL PURPOSES 5000 THE SHED NYC INC 545 W 30 ST NEW YORK NY 10001 N/A PC FOR GENERAL PURPOSES 10000 THE WOMENS INITIATIVE 1101 EAST HIGH STREET CHARLOTTESVILLE VA 22902 N/A PC FOR GENERAL PURPOSES 10000 UNIVERSITY OF VIRGINIA PO BOX 37963 BONNE IA 50037 N/A PC FOR GENERAL PURPOSES 150000 VIA 491 HILLSDALE DRIVE CHARLOTTESVILLE VA 22901 N/A PC FOR GENERAL PURPOSES 10000 VIRGINIA MUSEUM OF FINE ARTS 200 N ARTHUR ASHE BOULEVARD RICHMOND VA 23220 N/A PC FOR GENERAL PURPOSES 5000 YALE UNIVERSITY 157 CHURCH STREET 8TH FL NEW HAVEN CT 065102100 N/A PC FOR GENERAL PURPOSES 5000 709000 0 14 407 14 816342 01 42397 18 8573788 0 9432934 0 9432934 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 5915 0 5915 NVIDIA CORP 64,000 SHRS 8594560 8594560 VISTRA ENERGY CORP 1 SHR 138 138 299 299 0 0 KINDER MORGAN 8 SHRS FMV 219 219 JPM MANAGED INCOME FUND 1,762,515.79 SHRS FMV 17660408 17660408 ACCRUED INTEREST 609 1 1 ACCRUED DIVIDENDS 35169 70174 70174 DUE FROM JACKSON HOLE MANAGEMENT CO INC 5153 5153 CHANGE IN UNREALIZED LOSS ON INVESTMENTS 2293868 GRANTMAKING SOFTWARE 0 0 1633 NY DEPARTMENT OF LAW FILING FEE 750 0 750 PREMIUM INCOME 42397 42397 42397 DUE TO JACKSON HOLE MANAGEMENT CO INC 13466 0 ADMINISTRATIVE AND MANAGERIAL FEES 33436 6687 40338 EXCISE TAXES PAID 125000 0 0