2025-11-17T13:25:01-06:00 2024-12-31 130436940 ANCHIN BLOCK & ANCHIN LLP 3825 PGA BOULEVARD SUITE 207 PALM BEACH GARDENS FL 33410 990PF 2024-01-01 251905937 BET LEV FOUNDATION BETL 2128403456 CO BH FAMILY 200 S WILCOX ST 23 CASTLE ROCK CO 80104 ELIZABETH MORGAN TRUSTEE 2128403456 2025-11-17 1 0 LAURA CLARK P00751207 5612879500 2025-11-17 2024 2025-03-06 01:10:19Z X 24853543 X 1580453 549198 549198 302872 302872 302872 1009676 1009676 3442199 1861746 0 0 0 7221 3610 3610 51453 25727 25727 199203 113564 85639 28583 0 0 7588 0 0 294048 142901 114976 1600927 1600927 1894975 142901 1715903 1547224 1718845 2665055 6154085 6154085 22249927 20080526 18699458 24914982 26234611 24853543 0 0 X 0 0 0 0 24914982 26234611 24914982 26234611 24914982 26234611 24914982 1547224 0 26462206 227595 26234611 SHORT TERM CAPITAL LOSSES FROM K-1 INVESTMENTS P 2024-12-31 29534 29534 29534 LONG TERM CAPITAL LOSSES FROM K-1 INVESTMENTS P 2024-12-31 273338 273338 273338 302872 23892 0 23892 0 23892 19142 0 32000 0 51142 357 26893 26893 0 0 0 0 0 0 0 0 0 1 1 0 1 1 TX 1 0 0 0 1 1 N/A ANCHIN BLOCK & ANCHIN LLP 2128403456 3 TIMES SQUARE NEW YORK NY 10036 1 SZ 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 HOLLY LEV C/O BH FAMILY 200 S WILCOX ST 230 CASTLE ROCK CO 80104 PRESIDENT 1.25 0 0 0 DAVID BRAND C/O BH FAMILY 200 S WILCOX ST 230 CASTLE ROCK CO 80104 VICE PRESIDENT 1.25 0 0 0 ELIZABETH MORGAN C/O BH FAMILY 200 S WILCOX ST 230 CASTLE ROCK CO 80104 VICE PRESIDENT 1.25 0 0 0 EDWARD SCOTT MACINNIS C/O BH FAMILY 200 S WILCOX ST 230 CASTLE ROCK CO 80104 DIRECTOR 1.25 0 0 0 NONE 0 DAVID BRAND C/O BH FAMILY 200 S WILCOX ST 230 BOULDER CO 80304 MANAGERIAL 120000 EDWARD SCOTT MACINNIS C/O BH FAMILY 200 S WILCOX ST 230 CASTLE ROCK CO 80104 CONSULTING 60000 0 0 1734762 2158284 17433569 21326615 0 0 21326615 319899 21006716 1050336 1050336 23892 735 24627 1025709 0 1025709 0 1025709 1715903 0 1715903 1025709 0 0 452178 1314960 2226473 3993611 1715903 0 0 0 1025709 690194 0 0 4683805 0 0 0 0 0 0 0 4683805 452178 1314960 2226473 690194 HOLLY LEV X VANGUARD CHARITABLE DONOR ADVISED FUND PO BOX 55766 BOSTON MA 02205 NONE 501(C)(3) TAX EXEMPT GENERAL CHARITABLE SUPPORT 675000 WORLD INSTITUTE OF HOLISTIC THERAPIES INC PO BOX 792 ASHLAND OR 97250 NONE 501(C)(3) TAX EXEMPT GENERAL CHARITABLE SUPPORT 12000 BASS SCHOOL 12TH LANE SRINIVASARAOTHOTA GUNTUR ANDHRA PRADESH IN 522 004 NONE 501(C)(3) TAX EXEMPT GENERAL CHARITABLE SUPPORT 25000 SARTHAK FOUNDATION 3/174 VIJYANT KHAND LUCKNOW IN NONE FOREIGN CHARITY GENERAL CHARITABLE SUPPORT 58927 CHILDREN'S HEALTH DEFENSE 852 FRANKLIN AVE SUITE 511 FRANKLIN LAKES NJ 07417 NONE 501(C)(3) TAX EXEMPT GENERAL CHARITABLE SUPPORT 75000 RITES OF PASSAGE 610 BEVERLY-RANCOCAS ROAD WILLINGBORO NJ 08046 NONE 501(C)(3) TAX EXEMPT GENERAL CHARITABLE SUPPORT 95000 THE FOUNTAIN FOR THE NATURAL ORDER SONORA 13550 CHURCH STREET GUERNEVILLE CA 95446 NONE 501(C)(3) TAX EXEMPT GENERAL CHARITABLE SUPPORT 150000 CHOOSE LOVE INC 40 WEST 37TH ST 1000 NEW YORK NY 10018 NONE 501(C)(3) TAX EXEMPT GENERAL CHARITABLE SUPPORT 155000 NATIONAL VACCINE INFORMATION CENTER 21525 RIDGETOP CIRCLE SUITE 110 STERLING VA 201666510 NONE 501(C)(3) TAX EXEMPT GENERAL CHARITABLE SUPPORT 180000 LEGACY GLOBAL 4435 E HOLMES AVE MESA AZ 85206 NONE 501(C)(3) TAX EXEMPT GENERAL CHARITABLE SUPPORT 175000 1600927 0 14 549198 14 1009676 18 302872 0 1861746 0 1861746 0 0 0 0 0 0 0 0 0 0 X X 1 HOLLY B LEV C/O BH FAMILY 200 S WILCOX ST 230 CASTLE ROCK CO 80104 1773375 X X 1 1% INTEREST IN OI (INDIA) HOLDINGS, LLC 273375 2024-12-31 ACCOUNTING FEES 51453 25727 25727 SARTHAK FOUNDATION 3/174 VIJYANT KHAND LUCKNOW IN 2024-10-02 58927 GENERAL CHARITABLE SUPPORT 58927 NO 06/30/25 2025-06-30 HEDGE FUND INVESTMENTS AT COST 15368369 15368369 PRIVATE EQUITY & DIRECT INVESTMENTS AT COST 850180 850180 BANNER AUD AT COST 391681 391681 CRYPTOCURRENCY AT COST 1629250 248182 COINMETRO USD AT COST 892029 892029 COINMETRO EURO AT COST 949017 949017 LEGAL FEES 7221 3610 3610 BOOK TO TAX ADJUSTMENT 227595 BANK FEES 7588 0 0 K-1 PORTFOLIO INCOME 1009676 1009676 1009676 INVESTMENT MANAGEMENT FEES 27925 27925 0 CONSULTING FEES 171278 85639 85639 FEDERAL EXCISE TAX 28583 0 0