2025-11-13T14:25:05-06:00 2024-12-31 223633232 BOSCO GIANNONE LLC 28 MOUNTAIN BLVD WARREN NJ 07059 990PF 2024-01-01 316671633 KARYN GERSCHEL LAMB FOUNDATION KARY 5618442196 GERSCHEL CO 600 MADISON AVE 16 NEW YORK NY 100221724 KARYN GERSCHEL TRUSTEE 5618442196 2025-11-13 1 0 MARK GIANNONE P00163778 9087530677 2025-11-13 2024 2025-03-06 01:10:19Z X 1001773 X X 16067 16067 28345 28345 28345 44412 44412 0 0 0 400 0 0 636 536 0 1036 536 0 41400 41400 42436 536 41400 1976 43876 251492 78760 78760 595256 923013 923013 846748 1001773 1001773 0 0 X 846748 1001773 846748 1001773 846748 1001773 846748 1976 153049 1001773 0 1001773 CAPITAL GAINS DIVIDENDS P 28345 28345 28345 28345 610 0 610 0 610 1012 0 650 0 1662 0 1052 1052 0 0 0 0 0 0 0 0 0 0 0 0 1 NY 1 0 0 0 0 1 N/A KARYN GERSCHEL LAMB 5618442196 264 TRADEWIND DRIVE PALM BEACH FL 33480 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 KARYN GERSCHEL LAMB 264 TRADEWIND DRIVE PALM BEACH FL 33480 TRUSTEE 1.00 0 0 0 PATRICK A GERSCHEL 600 MADISON AVENUE NEW YORK NY 10022 NEW YORK NY 10022 TRUSTEE 0.50 0 0 0 NONE 0 NONE 0 0 749413 210580 0 959993 0 0 959993 14400 945593 47280 47280 610 610 46670 0 46670 0 46670 41400 0 41400 46670 0 0 534 3700 432 4666 41400 0 0 0 41400 0 4666 4666 0 0 0 0 0 604 0 0 0 X ANN NORTON SCULPTURE GARDENS 253 BARCELONA ROAD WEST PALM BEACH FL 33401 PC GRANT IN SUPPORT OF 2024 SEASON OF CULTURE, DEEP REFRESHING AND PRESERVATION OF THE GARDENS. THE SEASON INCLUDES EXHIBITION LINEUP, INSPIRING CULTURAL AND EDUCATIONAL EVENTS WHICH ALLOWS THE ORGANIZATION TO FULFILL THE MISSION OF ENRICHING LIVES WITH NATURE, ART AND HISTORY. 8000 EAGLEBROOK SCHOOL 271 PINE NOOK ROAD DEERFIELD MA 01342 PC DONATION TO ANNUAL FUND TO HELP SCHOOL PROVIDE SCHOLARSHIP ASSISTANCE, DELIVER ACADEMIC EXCELLENCE AND TRAIN DEDICATED FACULTY. 2500 JAZZ ASPEN SNOWMASS 110 E HALLAM ST SUITE 104 ASPEN CO 81611 PC SUPPORT FOR ORGANIZATION'S TAX EXEMPT PURPOSE TO PRESERVE JAZZ AND RELATED FORMS OF MUSIC THROUGH WORLD-CLASS EVENTS, PERFORMANCES AND MUSIC EDUCATION PROGRAMS. 3000 LES DAMES D'ASPEN LTD PO BOX 609 ASPEN CO 81612 PC GRANT FOR 2024-2025 SEASON TO SUPPORT THE ARTS, THEATRE, HISTORICALAND FILM SOCIETIES AND EVENTS IN THE ASPEN AREA. 2000 PALM BEACH ISLAND HOSPICE FOUNDATION 44 COCOANUT ROW SUITE M207B PALM BEACH FL 33480 POF GRANT IN SUPPORT OF HELPING THOSE WHO FACE LIFE-LIMITING ILLNESS AND BY ENSURING THAT THOSE INDIVIDUALS RECEIVE HOSPICE INTEGRATIVE END OF LIFE CARE. 10000 RED SNEAKERS FOR OAKLEY INC PO BOX 2687 PALM BEACH FL 33480 PC DONATION IN SUPPORT FOR RAISING AWARENESS, SPREADING KNOWLEDGE AND SAVINGS LIVES OF PERSONS THAT SUFFER FROM FOOD ALERGIES AND ANAPHYLAXIS. 1000 SAVE VENICE INC 133 EAST 58TH STREET SUITE 501 NEW YORK NY 10022 PC SUPPORT FOR PRESERVING THE ARTISITC HERITAGE OF VENICE, ITALY. THE ORGANIZATION'S CHARITABLE PURPOSE IS TO PRESERVE, PROTECT AND PROMOTE THE ART AND CULTURE OF VENICE AND HAS FUNDED THE CONSERVATION OF OVER 2,000 INDIVIDUAL ART WORKS AS WELL AS PROVIDING GRANTS FOR FELLOWSHIPS, EXHIBITIONS AND PUBLICATIONS TO ADVANCE VENETIAN SCHOLARSHIPS AND CONSERVATION. 3000 SING FOR HOPE 99 WALL STREET 1812 NEW YORK NY 10005 PC GRANT IN SUPPORT OF HARNESSING THE POWER OF THE ARTS TO CREATE A BETTER WORLD THROUGH CREATIVE PROGRAMS. FOUNDED IN RESPONSE TO 9/11, THE ORGANIZATION PARTNERS WITH HUNDREDS OF COMMUNITY-BASED ORGANIZATIONS THAT MOBILIZES ARTISTS IN THE CREATIVE SERVICE AND PRODUCES ARTIST-CREATED SING FOR HOPE PIANOS ACROSS THE US. 1000 THE PROCTOR FUND 204 MAIN STREET ANDOVER NH 03216 PC SUPPORT FOR THE HEADS DISCRETIONARY FUND WHICH PROVIDES LEARNING SKILLS PROGRAMS AND LONG TERM CAMPUS PROGRAMS TO ATHLETIC AND AFTERNOON ACTIVITIES. 500 THE VINCENT CLUB 71 BRIMMER STREET BOSTON MA 02108 PC MEMBERSHIP RENEWAL TO SUPPORT WOMEN'S HEALTH AT MASSACHUSETTS GENERAL HOSPITAL. 400 TULANE UNIVERSITY 1555 POYDRAS STREET SUITE 1000 NEW ORLEANS LA 70112 PC CONTRIBUTION TO GENERAL UNIVERITY IN SUPPORT OF RESEARCH, LIFE-CHANGING SCHOLARSHIPS AND CORE CURRICULUM WITH EXPOSURE TO HUMANITIES, FINE ARTS, SOCIAL SCIENCES AND SCIENCES. 10000 41400 0 14 16067 14 28345 0 44412 0 44412 0 0 0 0 0 0 0 0 0 0 375 SHARES CHEVRON TEXACO 54315 54315 32,325.858/34,337.365 SHARES FIDELITY CONTRA FUND 722115 722115 400 SHARES OVINTIV INC (FORMERLY ENCANA CORP.) 16200 16200 1,000 SHARES TERRASCEND CORP 650 650 300 SHARES SEAPORT ENTERTAINMENT GROUP 8385 8385 235 SHARES VANGUARD DIVIDEND APPRECIATION ETF 46020 46020 167 SHARES VANGUARD TOTAL STOCK MKT ETF 48398 48398 500 SHARES DOMINION ENERGY INC. 26930 26930 CUSTODY FEES 536 536 0 ANNUAL FILING FEES 100 0 0 UNREALIZED GAIN ON MARKETABLE SECURITIES 153049 NET INVESTMENT INCOME TAX 400 0 0