2025-11-17T17:54:34-06:00 2024-12-31 333709623 COHNREZNICK ADVISORY LLC 2401 NW BOCA RATON BLVD BOCA RATON FL 334316632 990PF 2024-01-01 650627104 RICHARD AND PEGGY GREENFIELD FOUNDATION RICH 5616539921 447 OAKDALE AVE CORTE MADERA CA 94925 RICHARD GREENFIELD PRESIDENT 5616539921 2025-11-13 1 0 TIMOTHY R DEVLIN P01210812 5613671040 2025-11-13 2024 2025-03-06 01:10:19Z X X 4014157 X 1202649 180 180 57251 57251 -4585 28369 0 1314 1314 1256809 58745 0 0 0 268 268 0 35 35 0 303 303 0 251157 251157 251460 303 251157 1005349 58442 30086 21893 21893 593968 533353 781916 139300 240561 244268 1711829 2941463 2966080 2475183 3737270 4014157 0 0 X 0 0 0 0 2475183 3737270 2475183 3737270 2475183 3737270 2475183 1005349 256738 3737270 0 3737270 VANGUARD INTERMEDIATE TERM INVESTGRADE ADMIRAL CL (VFIDX) - LT 28350 32925 -4575 -4575 FT ENERGY INCOME ETF 19 29 -10 -10 -4585 812 0 812 0 812 0 0 1500 0 1500 X 45 643 643 0 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 0 0 0 1 N/A CO RICHARD D GREENFIELD 5616539921 447 OAKDALE AVE CORTE MADERA CA 94925 1 NZ 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 RICHARD D GREENFIELD C/O 447 OAKDALE AVE CORTE MADERA CA 94925 PRESIDENT 1.00 0 0 0 MARGUERITE G GREENFIELD C/O 447 OAKDALE AVE CORTE MADERA CA 94925 TREASURER 1.00 0 0 0 ADAM GREENFIELD C/O 447 OAKDALE AVE CORTE MADERA CA 94925 DIRECTOR 1.00 0 0 0 KATHERINE F PETTY C/O 447 OAKDALE AVE CORTE MADERA CA 94925 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 2741966 10516 0 2752482 0 0 2752482 41287 2711195 135560 135560 812 812 134748 0 134748 0 134748 251157 0 251157 134748 0 0 479386 176924 49694 150316 856320 251157 0 0 0 134748 116409 0 0 972729 0 0 0 0 0 0 479386 493343 176924 49694 150316 116409 RICHARD D GREENFIELD MARGUERITE G GREENFIELD X AJ MUSTE MEMORIAL INSTITUTE 55 EXCHANGE PL SUITE 405 NEW YORK NY 10005 NONE PUBLIC CHARITY TO FURTHER THE CHARITABLE PURPOSE 25000 ALPHA GENESIS CDC PO BOX 125 CAMBRIDGE MD 21613 NONE PUBLIC CHARITY TO FURTHER THE CHARITABLE PURPOSE 15000 AUCKLAND ART GALLERY FOUNDATION PO BOX 5449 VICTORIA STREET WEST AUCKLAND NZ 1142 NONE PUBLIC CHARITY TO FURTHER THE CHARITABLE PURPOSE 7622 AUCKLAND CITY MISSION PO BOX 5352 VICTORIA STREET WEST AUCKLAND NZ 1142 NONE PUBLIC CHARITY TO FURTHER THE CHARITABLE PURPOSE 9050 AUCKLAND PHILHARMONIC ORCHESTRA 301-303 QUEEN STREET AUCKLAND NZ 1010 NONE PUBLIC CHARITY TO FURTHER THE CHARITABLE PURPOSE 3000 AUCKLAND THEATER PO BOX 5449 VICTORIA STREET WEST AUCKLAND NZ 1142 NONE PUBLIC CHARITY TO FURTHER THE CHARITABLE PURPOSE 305 BEST FRIENDS ANIMAL SANCTUARY 5001 ANGEL CANYON RD KANAB UT 84741 NONE PUBLIC CHARITY TO FURTHER THE CHARITABLE PURPOSE 1000 BRENNAN CENTER FOR JUSTICE 120 BROADWAY 1750 NEW YORK NY 10271 NONE PUBLIC CHARITY TO FURTHER THE CHARITABLE PURPOSE 60000 CATSKILL ANIMAL SANCTUARY 316 OLD STAGE RD SAUGERTIES NY 12477 NONE PUBLIC CHARITY TO FURTHER THE CHARITABLE PURPOSE 500 CAUSE 4 PAWS INC P O BOX 2904 WESTFIELD NJ 07091 NONE PUBLIC CHARITY TO FURTHER THE CHARITABLE PURPOSE 350 ENVIRONMENTAL DEFENSE FUND 257 PARK AVE S NEW YORK NY 10010 NONE PUBLIC CHARITY TO FURTHER THE CHARITABLE PURPOSE 1000 FRIENDS OF ANIMALS 777 POST ROAD DARIEN CT 06820 NONE PUBLIC CHARITY TO FURTHER THE CHARITABLE PURPOSE 900 FRIENDS OF FEATHERED & FURRY WILDLIFE CENTER 10846 ROUTE 23A HUNTER NY 12442 NONE PUBLIC CHARITY TO FURTHER THE CHARITABLE PURPOSE 550 FUND FOR PUBLIC SCHOOLS INC 52 CHAMBERS ST ROOM 305 NEW YORK NY 10007 NONE PUBLIC CHARITY TO FURTHER THE CHARITABLE PURPOSE 10000 GRANDPARENTS TRUST 17 RAWENE ROAD BIRKENHEAD AUCKLAND NZ 0626 NONE PUBLIC CHARITY TO FURTHER THE CHARITABLE PURPOSE 3000 HENRY ST SETTLEMENT 334 MADISON ST NEW YORK NY 10002 NONE PUBLIC CHARITY TO FURTHER THE CHARITABLE PURPOSE 18000 HUMANE SOCIETY OF THE US 1255 23RD STREET NW SUITE 450 WASHINGTON DC 20037 NONE PUBLIC CHARITY TO FURTHER THE CHARITABLE PURPOSE 800 INTERNATIONAL FUND FOR ANIMAL WELFARE 290 SUMMER ST YARMOUTH PORT MA 02675 NONE PUBLIC CHARITY TO FURTHER THE CHARITABLE PURPOSE 900 JOINT TOGETHER SOCIETY AMERICA 4361 AITCHESON RD BELTSVILLE MD 20705 NONE PUBLIC CHARITY TO FURTHER THE CHARITABLE PURPOSE 25000 LAST CHANCE FOR ANIMALS 8033 SUNSET BLVD WEST HOLLYWOOD CA 90046 NONE PUBLIC CHARITY TO FURTHER THE CHARITABLE PURPOSE 700 MAPLE FARM SANCTUARY 101 NORTH AVE MENDON MA 01756 NONE PUBLIC CHARITY TO FURTHER THE CHARITABLE PURPOSE 800 MERCY FOR ANIMALS 7908 SANTA MONICA BLVD WEST HOLLYWOOD CA 90046 NONE PUBLIC CHARITY TO FURTHER THE CHARITABLE PURPOSE 1000 MID-SHORE COMMUNITY FOUNDATION 102 EAST DOVER STREET EASTON MD 216013059 NONE PUBLIC CHARITY TO FURTHER THE CHARITABLE PURPOSE 7500 MUSEUM OF MODERN ART 11 W 53RD ST NEW YORK NY 10019 NONE PUBLIC CHARITY TO FURTHER THE CHARITABLE PURPOSE 600 NECK DISTRICT VOLUNTEER FIRE DEPARTMENT 954 COOK POINT RD CAMBRIDGE MD 21613 NONE PUBLIC CHARITY TO FURTHER THE CHARITABLE PURPOSE 10000 NEW MUSEUM 235 BOWERY NEW YORK NY 10002 NONE PUBLIC CHARITY TO FURTHER THE CHARITABLE PURPOSE 2500 NZSO FOUNDATION P O BOX 6640 WELLINGTON NZ 6141 NONE PUBLIC CHARITY TO FURTHER THE CHARITABLE PURPOSE 6000 PEOPLE FOR ETHICAL TREATMENT OF ANIMALS 501 FRONT ST NORFOLK VA 23510 NONE PUBLIC CHARITY TO FURTHER THE CHARITABLE PURPOSE 1100 PHYSICIANS COMMITTEE FOR RESPONSIBLE MEDICINE 5100 WISCONSIN AVE WASHINGTON DC 20016 NONE PUBLIC CHARITY TO FURTHER THE CHARITABLE PURPOSE 400 WAIHEKE ART GALLERY 2 KORORA ROAD WAIHEKE ISLAND AUCKLAND NZ 1081 NONE PUBLIC CHARITY TO FURTHER THE CHARITABLE PURPOSE 30 WOMEN'S REFUGEE PO BOX 6350 WELLINGTON NZ 6141 NONE PUBLIC CHARITY TO FURTHER THE CHARITABLE PURPOSE 3000 UMCES (HORN PT LABORATORY) HORNS POINT RD CAMBRIDGE MD 21613 NONE PUBLIC CHARITY TO FURTHER THE CHARITABLE PURPOSE 7500 DEMOCRACY NOW 207 W 25TH ST NEW YORK NY 10001 NONE PUBLIC CHARITY TO FURTHER THE CHARITABLE PURPOSE 2000 BELLINGCAT FUND INC 10650 ROE AVE 171 OVERLAND PARK KS 66207 NONE PUBLIC CHARITY TO FURTHER THE CHARITABLE PURPOSE 25000 TREADWELL FARM DIST ASSN 235 E 61ST ST NEW YORK NY 10065 NONE PUBLIC CHARITY TO FURTHER THE CHARITABLE PURPOSE 225 JAPANESE ART SOCIETY OF AMERICA PO BOX 394 LEXINGTON MA 02420 NONE PUBLIC CHARITY TO FURTHER THE CHARITABLE PURPOSE 125 GUGGENHEIM FOUNDATION 90 PARK AVENUE 33RD FLOOR NEW YORK NY 10016 NONE PUBLIC CHARITY TO FURTHER THE CHARITABLE PURPOSE 150 MAD MUSEUM 2 COLUMBUS CIR NEW YORK NY 10019 NONE PUBLIC CHARITY TO FURTHER THE CHARITABLE PURPOSE 250 AUCKLAND FESTIVAL 48 GREYS AVENUE AUCKLAND NZ 1010 NONE PUBLIC CHARITY TO FURTHER THE CHARITABLE PURPOSE 300 251157 0 900099 180 14 57251 14 1314 18 -4585 180 53980 0 54160 0 0 0 0 0 0 0 0 0 0 X X 1 RICHARD PEGGY GREENFIELD C/O 447 OAKDALE AVE CORTE MADERA CA 94925 1202649 X 1 391,303 SHARES OF UNITED COMMUNITY BANKSHARES, INC 1202649 2024-07-01 MORGAN STANLEY #093538 - CORPORATE BONDS 240561 244268 MORGAN STANLEY #093538 - CORPORATE STOCK 533353 781916 MORGAN STANLEY #093538 - OTHER INVESTMENTS AT COST 336357 360974 VANGUARD INTER. TERM INV. GRADE AT COST 315280 315280 VANGUARD - OTHER INVESTMENTS AT COST 1087177 1087177 UNITED COMMUNITY BANKSHARES INC AT COST 1202649 1202649 BANK FEES 35 35 0 MORGAN STANLEY 1314 1314 1314 ADJUSTMENT 256738 FOREIGN TAX 268 268 0