2025-11-17T15:04:20-06:00 2024-12-31 043236498 WALTER SHUFFAIN ADVISORS INC ONE INTERNATIONAL PLACE SUITE 1010 BOSTON MA 021102602 990PF 2024-01-01 208355941 THE BARBARA EPSTEIN FOUNDATION INC C/O LEWIS EPSTEIN BARB 6179744834 23 JOYCE ROAD WAYLAND MA 01778 LEWIS EPSTEIN PRESIDENT 6179744834 2025-11-17 1 1 DAVID COOPER P00223694 6174472700 2025-11-17 2024 2025-03-06 01:10:19Z X 4754457 X X 101856 101856 558606 1009160 558606 660462 660462 0 0 0 17217 17217 0 2266 2266 0 19483 19483 0 1000000 1000000 1019483 19483 1000000 -359021 640979 20940 60160 133627 133627 2149220 1755672 4620830 18000 0 0 2248320 1889299 4754457 0 0 X 0 0 0 0 2248320 1889299 2248320 1889299 2248320 1889299 2248320 -359021 0 1889299 0 1889299 CALVERT 1020.44 SHARES 2019-07-17 2024-08-26 102992 63236 39756 39756 CALVERT 221.25 SHARES 2019-12-02 2024-08-26 22331 13826 8505 8505 CALVERT 209.86 SHARES 2020-12-03 2024-08-26 21181 16107 5074 5074 CALVERT 283.66 SHARES 2021-12-03 2024-08-26 28630 26414 2216 2216 CALVERT 264.8 SHARES 2022-12-15 2024-08-26 26726 20935 5791 5791 EATON VANCE 65.43 SHARES 2011-01-31 2024-08-26 548 593 -45 -45 EATON VANCE 57.56 SHARES 2011-02-28 2024-08-26 482 523 -41 -41 EATON VANCE 63.35 SHARES 2011-03-31 2024-08-26 530 574 -44 -44 EATON VANCE 61.03 SHARES 2011-04-29 2024-08-26 511 554 -43 -43 EATON VANCE 63.47 SHARES 2011-05-31 2024-08-26 531 576 -45 -45 EATON VANCE 63.90 SHARES 2011-06-30 2024-08-26 535 576 -41 -41 EATON VANCE 67.62 SHARES 2011-07-29 2024-08-26 566 609 -43 -43 EATON VANCE 73.13 SHARES 2011-08-31 2024-08-26 612 631 -19 -19 EATON VANCE 70.96 SHARES 2011-09-30 2024-08-26 594 614 -20 -20 EATON VANCE 74.44 SHARES 2011-10-31 2024-08-26 623 659 -36 -36 EATON VANCE 68.70 SHARES 2011-11-30 2024-08-26 575 603 -28 -28 EATON VANCE 73 SHARES 2011-12-31 2024-08-26 611 642 -31 -31 EATON VANCE 16,950.07 SHARES 2010-04-05 2024-08-26 141872 149395 -7523 -7523 EATON VANCE 46.12 SHARES 2010-04-30 2024-08-26 386 410 -24 -24 EATON VANCE 57.87 SHARES 2010-05-28 2024-08-26 484 504 -20 -20 EATON VANCE 60.23 SHARES 2010-06-30 2024-08-26 504 519 -15 -15 EATON VANCE 2,901.11 SHARES 2010-07-08 2024-08-26 24282 24900 -618 -618 EATON VANCE 70.44 SHARES 2010-07-30 2024-08-26 590 612 -22 -22 EATON VANCE 69.54 SHARES 2010-08-31 2024-08-26 582 605 -23 -23 EATON VANCE 61.87 SHARES 2010-09-30 2024-08-26 518 543 -25 -25 EATON VANCE 62.83 SHARES 2010-10-29 2024-08-26 526 557 -31 -31 EATON VANCE 62.24 SHARES 2010-11-30 2024-08-26 521 553 -32 -32 EATON VANCE 25.51 SHARES 2010-12-29 2024-08-26 214 228 -14 -14 EATON VANCE 66.24 SHARES 2010-12-31 2024-08-26 554 592 -38 -38 ISHARES TR 675 SHARES 2012-03-07 2024-08-23 247974 42939 205035 205035 ISHARES TR 725 SHARES 2009-09-22 2024-01-22 76494 15110 61384 61384 VANGUARD 500 SHARES 2012-12-17 2024-08-23 257828 65415 192413 192413 CAPITAL GAINS DIVIDENDS P 47253 47253 47253 558606 8910 0 8910 0 8910 7924 0 0 0 7924 0 986 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 0 0 0 0 1 N/A LEWIS EPSTEIN 6179744834 23 JOYCE ROAD WAYLAND MA 01778 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LEWIS EPSTEIN 23 JOYCE ROAD WAYLAND MA 01778 PRESIDENT 0.00 0 0 0 JODI EPSTEIN 5803 RIDGEFIELD ROAD BETHESDA MD 20816 TREASURER 0.00 0 0 0 MICHELLE KLEINERT BADER 3530 CODY ROAD SHERMAN OAKS CA 91403 V PRESIDENT 0.00 0 0 0 REBECCA HIRSH 340 W DIVERSEY PKWY APT 2117 CHICAGO IL 60657 DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 0 5086887 16578 0 5103465 0 0 5103465 76552 5026913 251346 251346 8910 8910 242436 0 242436 0 242436 1000000 0 1000000 242436 0 0 170032 1382186 361506 389586 535321 2838631 1000000 0 0 0 242436 757564 0 0 3596195 0 0 0 0 0 0 170032 3426163 1382186 361506 389586 535321 757564 X GREEN BRONX MACHINE 3935 BLACKSTONE AVE 12G BRONX NY 10471 NONE PC GENERAL SUPPORT OF RECEIPENT'S CHARITABLE PURPOSE 4000 CROHN S AND COLITIS FOUNDATION 733 3RD AVE SUITE 510 NEW YORK NY 10017 NONE PC GENERAL SUPPORT OF RECEIPENT'S CHARITABLE PURPOSE 5000 WOUNDED VETERANS RELIEF FUND 1335 OLD DIXIE HIGHWAY UNIT 3 LAKE PARK FL 33403 NONE PC GENERAL SUPPORT OF RECEIPENT'S 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SUPPORT OF RECEIPENT'S CHARITABLE PURPOSE 30000 THE FARMLINK PROJECT 325 ARNO WAY LOS ANGELES CA 90272 NONE PC GENERAL SUPPORT OF RECEIPENT'S CHARITABLE PURPOSE 30000 FRIENDS OF UNITED HATZALAH 244 MADISON AVE NEW YORK NY 10016 NONE PC GENERAL SUPPORT OF RECEIPENT'S CHARITABLE PURPOSE 36000 HANDS ON TZEDAKAH 2901 CLINT MOORE RD 318 BOCA RATON FL 33496 NONE PC GENERAL SUPPORT OF RECEIPENT'S CHARITABLE PURPOSE 38000 BUILDING BRIDGES ACROSS THE RIVER INC 1901 MISSISSIPPI AVE SE WASHINGTON DC 20020 NONE PC GENERAL SUPPORT OF RECEIPENT'S CHARITABLE PURPOSE 45000 THE BRIGID ALLIANCE PO BOX 58 NEW YORK NY 10024 NONE PC GENERAL SUPPORT OF RECEIPENT'S CHARITABLE PURPOSE 50000 NATIONAL DANCE INSTITUTE 217 WEST 147TH STREET NEW YORK NY 10039 NONE PC GENERAL SUPPORT OF RECEIPENT'S CHARITABLE PURPOSE 50000 VIVA DANCE 1541 E 38TH ST CLEVELAND OH 44114 NONE PC GENERAL SUPPORT OF RECEIPENT'S CHARITABLE PURPOSE 50000 MAB COMMUNITY SERVICES 200 IVY STREET BROOKLINE MA 02446 NONE PC MSUVOROV - 06/12/24 12:10PM WORKSHEET PRIVATE FOUNDATION 50000 JEWISH FREE LOAN ASSOCIATION 6505 WILSHIRE BLVD 715 LOS ANGELES CA 90048 NONE PC GENERAL SUPPORT OF RECEIPENT'S CHARITABLE PURPOSE 50000 CROSSROADS COMMUNITY SERVICES 4500 SOUTH COCKRELL HILL ROAD DALLAS TX 75236 NONE PC GENERAL SUPPORT OF RECEIPENT'S CHARITABLE PURPOSE 50000 CITY HARVEST 6 EAST 32ND STREET 5TH FLOOR NEW YORK NY 10016 NONE PC GENERAL SUPPORT OF RECEIPENT'S CHARITABLE PURPOSE 50000 BROADWAY CARES 165 WEST 46TH STREET SUITE 1300 NEW YORK NY 10036 NONE PC GENERAL SUPPORT OF RECEIPENT'S CHARITABLE PURPOSE 50000 ALBANY PARK THEATER PROJECT PO BOX 25072 CHICAGO IL 60625 NONE PC GENERAL SUPPORT OF RECEIPENT'S CHARITABLE PURPOSE 50000 THE POINT FOUNDATION 5757 WILSHIRE BLVD SUITE 370 LOS ANGELES CA 90036 NONE PC GENERAL SUPPORT OF RECEIPENT'S CHARITABLE PURPOSE 50000 AFMDA - AMERICAN FRIENDS OF MAGEN DAVID ADOM 20 WEST 36TH STREET SUITE 110 NEW YORK NY 10018 NONE PC GENERAL SUPPORT OF RECEIPENT'S CHARITABLE PURPOSE 50000 1000000 0 14 101856 18 558606 0 660462 0 660462 0 0 0 0 0 0 0 0 0 0 EATON VANCE HIGH INCOME-A AT COST 197957 217233 EATON VANCE INC FD BOSTON-A AT COST 150077 150919 ISHARES CORE S&P SMALLCAP ETF AT COST 38808 214540 ISHARES RUSSELL 1000 GROWTH FD AT COST 192431 1214780 SPDR S&P MIDCAP 400 ETF TRUST AT COST 83118 469904 VANGUARD INTM TERM INVT GRADE FD-INV AT COST 252232 233409 CALVERT EQUITY PORTFOLIO-I AT COST 499977 715367 VANGUARD S&P 500 AT COST 341072 1404678 DUE FROM BANK 18000 TRAVEL EXPENSE 2266 2266 0 INVESTMENT FEES 12382 12382 0 PROFESSIONAL FEES 4835 4835 0