2025-01-27T14:17:38-06:00 2024-10-31 351509921 SWARTZ RETSON & CO PC 235 E 86TH AVENUE MERRILLVILLE IN 46410 990PF 2023-11-01 841052999 EPSTEIN FAMILY FOUNDATION EPST 3034214554 96 MOANA AVENUE KIHEI HI 96753 TERRY EPSTEIN PRESIDENT 3034214554 2025-01-27 1 0 SUZY BIRDSALL P00032384 2197693616 2025-01-27 2023 2025-03-06 01:10:19Z X 407822 X X 19 19 9870 9870 66672 365274 66672 76561 76561 0 0 0 0 0 1536 1536 0 0 2729 0 0 0 4265 1536 0 0 26800 26800 31065 1536 0 26800 45496 75025 0 24103 17752 17752 294841 346688 390070 318944 364440 407822 0 0 X 0 0 0 0 318944 364440 318944 364440 318944 364440 318944 45496 0 364440 0 364440 COMMON STOCK 365274 298602 66672 66672 66672 0 1043 0 1043 0 1043 0 0 0 0 0 5 1048 0 0 0 0 0 0 0 0 0 0 1 1 HI CO 1 0 0 0 0 1 N/A SWARTZ RETSON 2197693616 235 E 86TH AVENUE MERRILLVILLE IN 46410 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 TERRY S EPSTEIN 96 MOANA AVENUE KIHEI HI 96753 PRESIDENT 1.00 0 0 0 MARY KAY EPSTEIN 96 MOANA AVENUE KIHEI HI 96753 SECRETARY 1.00 0 0 0 NONE 0 NONE 0 0 374867 29876 0 404743 0 0 404743 6071 398672 19934 19934 1043 1043 18891 0 18891 0 18891 26800 0 26800 18891 17843 2021 8798 0 26800 17843 8798 0 159 0 0 0 0 0 0 0 0 18732 0 0 0 TERRY S EPSTEIN X MAUI FOOD BANK 760 KOHU STREET WAILUKU HI 96793 PC FOOD ASSISTANCE 10900 MAUI HUMANE SOCIETY PO BOX 1047 PUUNENE HI 96784 PC ANIMAL PROTECTION 10900 METHODIST HOSPITAL FOUNDATION 8701 WEST DODGE ROAD SUITE 450 OMAHA NE 68114 PC MEDICAL ASSISTANCE 5000 26800 0 14 19 14 9870 14 66672 0 76561 0 76561 0 0 0 0 0 0 0 0 0 0 THE EPSTEIN FAMILY FOUNDATION ELECTS TO APPLY $8,798 OF THE 2023 QUALIFYING DISTRIBUTIONS TO THE UNDISTRIBUTED INCOME FOR THE YEAR 2021. QUALIFYING DISTRIBUTIONS FOR 2023 ARE $26,800APPLIED TO 2022 $17,843APPLIED TO UNDISTRIBUTED INCOME OF 2021 $8,798APPLIED TO 2023 DISTRIBUTABLE AMOUNT $159 BMO ACCOUNT 346688 390070 INVESTMENT FEES 1536 1536 0 0 EXCISE TAX ON INVEST INCOME 2729 0 0 0