2025-11-14T15:23:44-06:00 2024-12-31 310541755 TAFT STETTINIUS & HOLLISTER LLP 675 15TH STREET SUITE 2300 DENVER CO 80202 990PF 2024-01-01 474622631 KALONYMUS FOUNDATION KALO 4152310107 1000 SANSOME STREET 180 SAN FRANCISCO CA 94111 RON ZEFF PRESIDENT 4152310107 2025-11-13 1 1 GREGORY T DENSEN P01280312 3032972900 2025-11-13 2024 2025-03-06 01:10:19Z X 4932920 X 585944 4 4 195410 195410 283685 2210287 283685 2208 1 1067251 479100 0 0 0 61729 61729 0 9086 9086 0 12974 12974 0 776 0 0 19529 19526 0 104094 103315 0 163276 163276 267370 103315 163276 799881 375785 1 429932 643094 643094 3068736 3659751 4289826 3498669 4302845 4932920 0 0 X 0 0 0 0 3498669 4302845 3498669 4302845 3498669 4302845 3498669 799881 4295 4302845 0 4302845 SPDR S&P 500 2024-01-02 2024-09-30 165669 139188 26481 26481 SPDR S&P 500 2022-12-30 2024-05-21 400539 274204 126335 126335 VANGUARD TOTAL WORLD STOCK ETF 2021-07-02 2024-05-21 1640180 1513210 126970 126970 KENNEDY LEWIS CC LLC K-1 P 3899 3899 3899 283685 5223 0 5223 0 5223 776 0 5000 0 5776 0 553 553 0 0 0 0 0 0 0 0 0 1 1 0 1 1 CO 1 0 1 0 0 1 N/A RON D ZEFF 4152310107 1000 SANSOME STREET 180 SAN FRANCISCO CA 94111 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 RON D ZEFF 1000 SANSOME STREET 180 SAN FRANCISCO CA 94111 PRESIDENT, TREASURER AND D 1.00 0 0 0 MAXIMILIAN M ZEFF 1000 SANSOME STREET 180 SAN FRANCISCO CA 94111 SECRETARY 1.00 0 0 0 NONE 0 NONE 0 N/A 0 N/A 0 0 0 2963119 125217 2048288 5136624 0 0 5136624 77049 5059575 252979 252979 5223 253 5476 247503 0 247503 0 247503 163276 0 163276 247503 163276 0 0 163276 163276 0 0 0 0 0 0 0 0 0 0 0 247503 0 0 0 X SHALOM HARTMAN INSTITUTE OF NORTH AMERICA 475 RIVERSIDE DRIVE SUITE 1450 NEW YORK NY 10115 NONE PUBLIC CHARITY TO DEVELOP AND IMPLEMENT UNIQUE MODELS OF PLURALISTIC, IN-DEPTH, TEXT-BASED TEACHING, SCHOLARSHIP, AND PROGRAMS THAT ADDRESS THE CHALLENGES FACING CONTEMPORARY NORTH AMERICAN JEWRY. 163276 163276 0 14 4 14 195410 14 1 18 283685 PARTNERSHIP PASS-THRU ORDINARY INCOME 900099 2207 2207 479100 0 481307 0 0 0 0 0 0 0 0 0 0 X X 1 RDZ CLAT BRANDYWINE TRUST CO 7234 LANCASTER HOCKESSIN DE 19707 585944 X SHERMAN & HOWARD LLC (TAX RETURN) 9086 9086 0 N/A 0 VANGUARD TOTAL WORLD STOCK AT COST 1149486 1592324 SPDR S&P 500 AT COST 367781 555018 PRIME FINANCE CMBS OPPORTUNITY FUND 4 LP AT COST 587437 587437 WINDROSE KENNEDY LEWIS CC LLC AT COST 1555047 1555047 SHERMAN & HOWARD LLC (FDN BUSINESS) 61729 61729 0 WINDROSE KENNEDY LEWIS ADVISORY FEES 3778 3778 0 WINDROSE KENNEDY LEWIS CUSTODIAN FEES 21 21 0 OTHER DEDUCTIONS - KENNEDY LEWIS CC LLC K-1 11008 11008 0 NON-DEDUCTIBLE EXP - KENNEDY LEWIS CC LLC K-1 3 0 0 OTHER DEDUCTIONS - PRIME FINANCE CMBS OPP FUND 4 LP 4719 4719 0 OTHER PORTFOLIO INCOME - KENNEDY LEWIS CC LLC 1 1 1 PARTNERSHIP PASS-THRU ORDINARY INCOME 2207 2207 DIFFERENCE BETWEEN REPORTABLE DIVIDENDS AND CASH RECEIPTS 531 PRIME FINANCE CMBS OPPORTUNITY FUND REBALANCING PAYMENTS BK/TAX DIFFERENCE 2988 FEDERAL TAX BK/TAX DIFFERENCE 776 BRANDYWINE TRUST COMPANY, LLC 12974 12974 0 RDZ CLAT BRANDYWINE TRUST CO 7234 LANCASTER PIKE 3RD FL HOCKESSIN DE 19707 RON ZEFF 1000 SANSOME STREET SUITE 180 SAN FRANCISCO CA 94111 FEDERAL TAXES 776 0 0