2025-03-11T21:35:54-05:00 2024-12-31 331197384 ANDERSEN TAX LLC 1700 EAST PUTNAM AVENUE SUITE 408 OLD GREENWICH CT 06870 990PF 2024-01-01 136881122 JJJ FAMILY FOUNDATION JJJF 2039873660 ANDERSEN 1700 E PUTNAM AVE 408 OLD GREENWICH CT 06870 JANE H JULIUS TRUSTEE 2039873660 2025-03-10 1 1 YOSEF LAX P00963496 2039873660 2024 2025-03-06 01:10:19Z X 982328 X 6000 3011 3011 12267 12267 8387 94616 8387 29665 23665 0 0 0 6000 3000 3000 133 133 0 4645 4596 0 10778 7729 3000 47944 47944 58722 7729 50944 -29057 15936 53492 53726 53726 253212 223921 261101 6283 6283 85986 238555 238555 581515 551542 522485 982328 0 0 X 0 0 0 0 551542 522485 551542 522485 551542 522485 551542 -29057 0 522485 0 522485 55,000 SHS US TREASURY BILXXX**MATURED** P 2024-06-06 2024-08-31 55000 55000 0 0 12,000 SHS US TREASURY BILXXX**MATURED** P 2024-07-05 2024-11-22 31697 31229 468 468 CAPITAL GAINS DIVIDENDS P 7919 7919 7919 8387 222 0 222 0 222 3882 0 0 0 3882 0 3660 3660 0 0 0 0 0 0 0 0 0 0 0 1 1 CT 1 0 0 0 0 1 N/A ANDERSEN TAX LLC 2039873660 1700 EAST PUTNAM AVE STE 408 OLD GREENWICH CT 06870 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JANE H JULIUS 63 LISMORE LANE GREENWICH CT 06831 TRUSTEE 0.50 0 0 0 JAY A GALLUZZO 400 WEST 61ST STREET APT NO 1508 NEW YORK NY 10069 TRUSTEE 0.00 0 0 0 JULIE A GALLUZZO KARISH 41 HIDDEN BROOK ROAD RIVERSIDE CT 06878 TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 0 919148 46829 0 965977 0 0 965977 14490 951487 47574 47574 222 222 47352 0 47352 0 47352 50944 0 50944 47352 0 0 11750 19590 16786 44129 92255 50944 0 0 0 47352 3592 0 0 95847 0 0 0 0 0 0 11750 84097 19590 16786 44129 3592 JANE H JULIUS X CENTRAL SYNAGOGUE 652 LEXINGTON AVE NEW YORK NY 10022 NONE PC FOR MISSION SUPPORT 2000 CHILDREN'S HOME SOCIETY 5766 S SEMORAN BLVD ORLANDO FL 32822 NONE PC FOR MISSION SUPPORT 100 CHILDREN'S RIGHTS 88 PINE STREET SUITE 800 NEW YORK NY 10005 NONE PC FOR MISSION SUPPORT 10350 ELS FOR AUTISM 18370 LIMESTONE CREEK ROAD JUPITER FL 33458 NONE PC FOR MISSION SUPPORT 4614 FARE - FOOD ALLERGY RESEARCH & EDUCATION 7901 JONES BRANCH DRIVE SUITE 240 MCLEAN VA 22102 NONE PC FOR MISSION SUPPORT 5000 GREENWICH HOSPITAL 5 PERRYRIDGE ROAD GREENWICH CT 06830 NONE PC FOR MISSION SUPPORT 10000 PARTNERS IN HEARING 363 7TH AVENUE NEW YORK NY 10001 NONE PC FOR MISSION SUPPORT 250 PLAY FOR PINK 28 WEST 44TH STREET NEW YORK NY 10036 NONE PC FOR MISSION SUPPORT 3000 JAFCO 4200 N UNIVERSITY DRIVE SUNRISE FL 33351 NONE PC FOR MISSION SUPPORT 500 COLLEGIATE SCHOOL 301 FREEDOM PL S NEW YORK NY 10069 NONE PC FOR MISSION SUPPORT 1000 TOWN OF PALM BEACH UNITED WAY 44 COCOANUT ROW PALM BEACH FL 33480 NONE PC FOR MISSION SUPPORT 1100 PRINCESS MARGARET TORONTO 610 UNIVERSITY AVE TORONTO M5G 2M9 CA NONE PC FOR MISSION SUPPORT 754 ICRF 52 VANDERBILT AVE SUITE 1510 NEW YORK NY 10017 NONE PC FOR MISSION SUPPORT 1000 BREAST CANCER ALLIANCE 48 MAPLE AVENUE GREENWICH CT 06830 NONE PC FOR MISSION SUPPORT 1000 JDRF 200 VESEY ST 28TH FLOOR NEW YORK NY 10281 NONE PC FOR MISSION SUPPORT 1500 KRAVIS CENTER FOR PERFORMING ARTS 701 OKEECHOBEE BLVD WEST PALM BEACH FL 33401 NONE PC FOR MISSION SUPPORT 1000 KIDS IN CRISIS 1 SALEM STREET COS COB CT 06807 NONE PC FOR MISSION SUPPORT 500 GREENWICH PROFESSIONAL FIRE FIGHTERS 15 HAVEMEYER PLACE 3RD FLOOR GREENWICH CT 06830 NONE PC FOR MISSION SUPPORT 250 ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI 1 GUSTAVE L LEVY PL NEW YORK NY 10029 NONE PC FOR MISSION SUPPORT 1000 MT SINAI HEALTH TORONTO 60 MURRAY ST TORONTO M5G 2M9 CA NONE PC FOR MISSION SUPPORT 371 THE FRIENDSHIP CIRCLE 6892 WEST MAPLE ROAD BLOOMFIELD MI 48322 NONE PC FOR MISSION SUPPORT 500 SOUTH FLORIDA PGA FOUNDATION 186 ATLANTIS BLVD LAKE WORTH FL 33462 NONE PC FOR MISSION SUPPORT 412 PEDIATRIC CANCER FOUNDATION PO BOX 654 PURCHASE NY 10577 NONE PC FOR MISSION SUPPORT 106 ROUND HILL ASSOCIATION PO BOX 7424 GREENWICH CT 06830 NONE PC FOR MISSION SUPPORT 200 FOUNDATION FIGHTING BLINDNESS 6925 OAKLAND MILLS ROAD 701 COLUMBIA MD 21045 NONE PC FOR MISSION SUPPORT 542 ADOPT A DOG 23 COX AVE ARMONK NY 10504 NONE PC FOR MISSION SUPPORT 295 ARMORY ART CENTER 811 PARK PL WEST PALM BEACH FL 33401 NONE PC FOR MISSION SUPPORT 350 GLENVILE VOLUNTEER FIRE DEPARTMENT 266 GLENVILLE ROAD GREENWICH CT 06831 NONE PC FOR MISSION SUPPORT 250 47944 0 14 3011 14 12267 18 8387 0 23665 0 23665 0 0 0 0 0 0 0 0 0 0 X X 1 JANE H JULIUS 12035 COROZO COURT PALM BEACH GARDENS FL 33418 6000 X ANDERSEN TAX LLC 6000 3000 3000 EQUITIES 6283 85986 35155 35736 188766 225365 EXCHANGE TRADED FUNDS AT COST 238555 581515 BANK FEES 49 0 0 CHARLES SCHWAB FEES 4596 4596 0 FOREIGN TAXES 133 133 0