2025-11-07T07:55:46-06:00 2024-12-31 223840651 SCHULMAN LOBEL LLP 1001 AVENUE OF THE AMERICAS NEW YORK NY 10018 990PF 2024-01-01 356950631 MARIELUISE HESSEL FOUNDATION MARI 3077341138 19700 BEACH ROAD 11N JUPITER FL 33469 MARIELUISE HESSEL TRUSTEE 3077341138 2025-11-05 1 0 JEREMY STEINBERG P00084699 2128685781 2024 2025-03-06 01:10:19Z X 106792336 X 2030184 140879 140879 140879 1790707 6172304 1790707 132262 3961770 1931586 273141 0 0 0 0 39908 31927 31927 0 22565 15425 15425 7140 47920 0 0 47034 110393 47352 47352 54174 538500 538500 648893 47352 47352 592674 3312877 1884234 225789 325344 256434 256434 2421888 5438797 5438797 452088 0 0 1013012 0 0 167346 0 0 12292026 11548773 13111755 2872 2872 24803269 26474313 87985350 41474973 43718317 106792336 0 0 X 0 0 0 0 41474973 43718317 41474973 43718317 41474973 43718317 41474973 3312877 0 44787850 1069533 43718317 PUBLICLY TRADED SECURITIES-XX3191(PERSHING CASH) 257750 161598 96152 96152 PUBLICLY TRADED SECURITIES-XX3191(PERSHING CASH) 1767560 798601 968959 968959 PUBLICLY TRADED SECURITIES-XX3049(SELECT) 143022 125559 17463 17463 PUBLICLY TRADED SECURITIES-XX3049(SELECT) 439116 399955 39161 39161 PUBLICLY TRADED SECURITIES-XX2071(HS MGMT) 337911 319381 18530 18530 PUBLICLY TRADED SECURITIES-XX2071(HS MGMT) 253250 208444 44806 44806 PUBLICLY TRADED SECURITIES-XX1988(FIERA) 202568 202451 117 117 PUBLICLY TRADED SECURITIES-XX1988(FIERA) 307795 337583 -29788 -29788 5,121.8631 SHS EP ABSOLUTE RETURN STRATEGIES TWO LTD P 933864 604205 329659 329659 2,400.4858 SHS EP HEDGED EQUITY STRATEGIES LTD (B1 SHARES) P 297669 262232 35437 35437 33.8925 SHS EP HEDGED EQUITY STRATEGIES LTD (LIQUIDATING SHARES) P 39000 33893 5107 5107 2,826.8176 SHS EP LIFE SCIENCES LTD P 502812 375246 127566 127566 5,129.7875 SHS EP PRIVATE CREDIT STRATEGIES LTD. P 669303 531765 137538 137538 PRIME STORAGE FUND III IDF LP P 20684 20684 0 0 1790707 132262 26191 0 26191 0 26191 71756 0 0 0 71756 0 45565 45565 0 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 1 1 0 0 1 N/A THE FOUNDATION 2127442881 19700 BEACH ROAD 11N JUPITER FL 33469 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MARIELUISE HESSEL 19700 BEACH ROAD APT 11N JUPITER FL 33469 TRUSTEE 1.00 0 0 0 CHRISTINA LOCKWOOD 1223 SPRING STREET APT 1101 SEATTLE WA 98104 TRUSTEE 0.10 0 0 0 NONE 0 NONE 0 SEE STATEMENT 9 592674 N/A 0 0 14093314 3974907 0 18068221 0 0 18068221 271023 17797198 889860 X 592674 0 1671044 2263718 2012-02-29 X 225789 117434 137183 470518 950924 191921 99819 116606 399940 808285 2263718 2737071 29298955 2841800 37141544 0 0 0 0 0 2263718 2737071 29298955 2841800 37141544 106792334 105008030 104837503 132590439 449228306 87985350 86314307 84256291 81149246 339705194 593240 634232 824228 1650814 3702514 960651 0 72000 385 1033036 0 0 1931586 1065369 2479038 1780951 7256944 MARIELUISE HESSEL X BARD COLLEGE-CENTER FOR CURATORIAL STUDIES PO BOX 5000 ANNANDALE ON HUDSON NY 12504 N/A PC PURPOSE: RESTRICTED GRANT TO THE CENTER FOR CURATORIAL STUDIES TO PROVIDE FUNDING FOR THE GENERAL OPERATIONS OF THE HESSEL MUSEUM OF ART, SUPPORT FOR TWO POSITIONS ON THE CENTER FOR CURATORIAL STUDIES / BARD BOARD OF GOVERNORS, SCHOLARSHIPS FOR THE CENTER FOR CURATORIAL STUDIES GRADUATE PROGRAM, AND A GRANT TO SUPPORT THE ONGOING CARE AND MANAGEMENT OF THE HESSEL ART COLLECTION MAINTAINED AT THE CENTER FOR CURATORIAL STUDIES. 520000 ARTTABLE 1 EAST 53RD STREET 8FL NEW YORK NY 10022 N/A PC PURPOSE: TO SUPPORT BOUNDARY-BREAKING WOMEN IN THE VISUAL ARTS, TO SUPPORT ARTTABLE'S ONGOING WORK, NATION-WIDE PROGRAMMING, AND IMPACT INTIATIVES, INCLUDING THE ARTTABLE FELLOWSHIP PROGRAM WHICH PROVIDES EMERGING PROFESSIONALS FROM UNDERREPRESENTED BACKGROUNDS WITH PAID INTERNSHIPS AT LEADING INSTITUTIONS AROUND THE USA, AND THE CAREER ROUNDTABLE WHICH GATHERS STUDENTS AND PROFESSIONALS FOR CONVERSATIONS ABOUT CAREER PATHS. 5000 RED HOOK RESPONDS INC PO BOX 624 RED HOOK NY 12571 N/A PC PURPOSE: TO SUPPORT RED HOOK RESPONDS PROGRAMMING WHICH IS DEDICATED TO MOBILIZING VOLUNTEERS AND SUPPORTING LOCAL RESOURCES TO HELP THOSE IN NEED IN THE RHINEBECK, NEW YORK AND RED HOOD, NEW YORK COMMUNITIES. 3000 PARK AVENUE ARMORY 643 PARK AVENUE NEW YORK NY 10065 N/A PC PURPOSE: TO SUPPORT EVENTS THAT PRODUCE GROUD-BREAKING WORKS WITH VISIONARY ARTISTS, AND THE COMMITMENT TO SUPPORTING ARTISTS THROUGHOUT THEIR CREATIVE EXPLORATIONS TO ENABLE SHARING THESE ENDEAVORS WITH THE GENERAL PUBLIC. 500 JUPITER MEDICAL CENTER FOUNDATION 1210 SOUTH OLD DIXIE HIGHWAY JUPITER FL 33458 N/A PC PURPOSE: TO SUPPORT WORLD-CLASS, COMPREHENSIVE, AND ADVANCED SURGICAL CARE AND TO SUPPORT THE DEVELOPMENT OF A NEW PATIENT CARE FACILITY THAT WILL ENABLE EXPANSION OF ACCESS TO HIGH-QUALITY HEALTHCARE. 10000 538500 0 14 140879 18 1790707 0 1931586 0 1931586 0 0 0 0 0 0 0 0 0 0 X X 1 MARIELUISE HESSEL 19700 BEACH ROAD 11N JUPITER FL 33469 452 X 2 MARIELUISE HESSEL 19700 BEACH ROAD 11N JUPITER FL 33469 2029732 X 2 333 SHARES MARTIN MARIETTA MATERIALS INC (MLM) 198951 2024-11-26 2 1572 SHARES LIVE NATION ENTERTAINMENT INC(LYV) 218610 2024-11-26 2 68 SHARES TRACTOR SUPPLY CO (TSCO) 19256 2024-11-26 2 447 SHARES SERVICE CORPORATION INTERNATIONAL (SCI) 39423 2024-11-26 2 626 SHARES PAYCHEX INC (PAYX) 91183 2024-11-26 2 1009 SHARES WABTEC (WAB) 201881 2024-11-26 2 727 SHARES CDW CORP (CDW) 130442 2024-11-26 2 590 SHARES REVVITY INC (RVTY) 67354 2024-11-26 2 2248 SHARES DAYFORCE INC (DAY) 181077 2024-11-26 2 224 SHARES ENTEGRIS INC (ENTG) 23742 2024-11-26 2 472 SHARES MORNINGSTAR INC (MORN) 166857 2024-11-26 2 1624 SHARES BROWN & BROWN INC (BRO) 183212 2024-11-26 2 119 SHARES QUANTA SERVIES INC (PWR) 41165 2024-11-26 2 515 SHARES CORE AND MAIN CL A (CNM) 24130 2024-11-26 2 990 SHARES SIGNET JEWELERS LTD (SIG) 100975 2024-11-26 2 111 SHARES STERIS PLC (STE) 23834 2024-11-26 2 676 SHARES ITT INC (ITT) 107095 2024-11-26 2 471 SHARES CLEAN HARBORS INC 122341 2024-11-26 2 124 SHARES TRIMBLE INC (TRMB) 8990 2024-11-26 2 440 SHARES TORO CO (TTC) 37875 2024-11-26 2 80 SHARES EMCOR GROUP INC 41339 2024-11-26 ACCOUNTING FEES 39908 31927 31927 0 FORM 990PF, PAGE 7, PART VIII-A, LINE 1 SUMMARY OF DIRECT CHARITABLE ACTIVITIESTHE MARIELUISE HESSEL FOUNDATION (FOUNDATION) WAS CREATED ON OCTOBER 26, 2011 AS A NON-PROFIT TRUST TO PROMOTE THE STUDY, IMPROVEMENT AND ADVANCEMENT OF THE ARTS, TO FOSTER ACADEMIC AND PROFESSIONAL RESEARCH OF ART, AND TO SUPPORT PUBLIC AND EDUCATIONAL EXHIBITIONS OF ART.AS A GENERAL RULE THE FOUNDATION DOES NOT ACCEPT GRANT APPLICATIONS. THE FOUNDATION MAKES EXPENDITURES ONLY TO DIRECTLY CARRY OUT ITS SPECIFIC EXEMPT EDUCATIONAL PURPOSES.THE FOUNDATION OWNS (OR HAS LOANED TO IT FROM OTHERS) PAINTINGS, DRAWINGS AND OTHER WORKS OF ART, AND ALSO OWNS BOOKS, PUBLICATIONS AND ARCHIVAL MATERIAL RELATED TO LATE TWENTIETH CENTURY ART. THE FOUNDATION USES THESE ITEMS TO DIRECTLY CARRY OUT ITS CHARITABLE, EDUCATIONAL AND CULTURAL PROGRAMS AS DESCRIBED BELOW.THE PRINCIPAL ACTIVITY OF THE FOUNDATION IS TO CIRCULATE WORKS OF ART ON A CONTINUING BASIS TO EDUCATIONAL INSTITUTIONS, PUBLIC MUSEUMS AND SIMILAR SECTION 501(C)(3) INSTITUTIONS FOR:(1) PUBLIC EXHIBITION AND DISPLAY,(2) USE BY TEACHERS, SCHOLARS AND OTHERS FOR STUDY OF ART AND CULTURE, AND(3) TRAINING OF MUSEUM AND MUSEUM-RELATED PROFESSIONALS IN CURATORIAL SKILLS.FOR EXAMPLE, THE FOUNDATION CURRENTLY HAS ON LOAN ITS ENTIRE COLLECTION OF LATE TWENTIETH-CENTURY WORKS OF ART TO BARD COLLEGE (AN INSTITUTE OF HIGHER LEARNING IN NEW YORK) FOR EXHIBITION BY THE COLLEGE AND FOR EDUCATIONAL AND SCHOLARLY USE, INCLUDING THE DEVELOPMENT OF CURATORIAL SKILLS AS PART OF A DEGREE PROGRAM AT THE COLLEGE.THE FOUNDATION DOES NOT CHARGE THE INSTITUTIONS TO WHICH IT LENDS WORKS OF ART FOR THEIR USE OF THESE WORKS, BUT THE INSTITUTIONS SOMETIMES MAY BE EXPECTED TO PAY FOR TRANSPORTATION COSTS AND COSTS ASSOCIATED WITH SAFEKEEPING AND PRESERVATION OF THE ART WHILE AT SUCH INSTITUTIONS. THE FOUNDATION USES ALL OF ITS INCOME AND ALL OF THE WORKS OF ART IT OWNS IN FURTHERANCE OF ITS LOAN AND EDUCATION PROGRAM AT BARD COLLEGE IN ACCORDANCE WITH TREASURY REG. SEC. 53.4942 (B)-2(A)(6)EX. 4. EP ABSOLUTE RETURN STRATEGIES LTD FMV 614970 1004533 EP HEDGED EQUITY STRATEGIES LTD (B1 SHARES) FMV 808682 1014021 EP PRIVATE CREDIT STRATEGIES LTD (OPPO. CREDIT) FMV 3132288 3986754 EP LIFE SCIENCES LTD FMV 336950 455374 EP PRIVATE EQUITY STRATEGIES 2019 LTD FMV 5041956 5395723 PRIME STORAGE FUND III LP FMV 1574030 1207347 EP HEDGED EQUITY STRATEGIES LTD (LIQUDATING SHARES) FMV 39897 48003 ARTWORKS 24319274 25987807 87498844 ART-OTHER 244317 244317 244317 BOOKS AND MEDIA 153830 156341 156341 AUDIO AND VIDEO 85848 85848 85848 PART 1,COL(A) NON-CASH CONTRIBUTIONS ADJUSTMENT FROM FMV TO DONOR COST BASIS 1069533 BANK SERVICE CHARGES 5 0 0 0 ART COLLECTION MAINTENANCE 47034 0 0 47034 OFFICE EXPENSES 881 0 0 0 INVESTMENT MANAGEMENT FEES 15425 15425 15425 0 ART ADVISORY SERVICES 7140 0 0 7140 MARIELUISE HESSEL 19700 BEACH ROAD 11N JUPITER FL 33469