2025-09-08T12:42:15-05:00 2024-12-31 043236498 WALTER SHUFFAIN ADVISORS INC ONE INTERNATIONAL PLACE SUITE 1010 BOSTON MA 021102602 990PF 2024-01-01 226374448 KRIEGER CHARITABLE TRUST FKA CECILIA L KRIEGER TRUST KRIE 6174675643 ONE INTERNATIONAL PLACE 1010 BOSTON MA 02110 ROGER KLEIN TRUSTEE 6174675643 2025-09-08 1 1 MARK RAVERA CPA P00738816 6174472700 2025-09-07 2024 2025-03-06 01:10:19Z X 24835759 X X 139978 139978 2394403 74494088 2394403 2534381 2534381 0 0 0 7200 0 7200 9111 9111 0 72 72 0 16383 9183 7200 826666 826666 843049 9183 833866 1691332 2525198 4618353 4309 4309 11556383 17760749 24084595 645845 746855 746855 16820581 18511913 24835759 0 0 X 0 0 0 0 16820581 18511913 16820581 18511913 16820581 18511913 16820581 1691332 0 18511913 0 18511913 FIDELITY 7784 - L/T P 2404231 2272620 131611 131611 FIDELITY 7784 - S/T P 72089857 69827065 2262792 2262792 2394403 35100 0 35100 0 35100 45600 0 25000 0 70600 0 35500 35500 0 0 0 0 0 0 0 0 0 0 0 1 1 NJ 1 0 0 0 0 1 N/A ROGER KLEIN 6174675643 PO BOX 610102 NEWTON HIGHLANDS MA 02461 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 HERBERT KLEIN PO BOX 610102 NEWTON HIGHLANDS MA 02461 TRUSTEE 0.00 0 0 0 ROGER KLEIN PO BOX 610102 NEWTON HIGHLANDS MA 02461 TRUSTEE 5.00 0 0 0 NONE 0 NONE 0 0 22426193 1133834 0 23560027 0 0 23560027 353400 23206627 1160331 1160331 35100 35100 1125231 0 1125231 0 1125231 833866 0 833866 1125231 698223 0 0 833866 698223 0 0 135643 0 0 0 0 0 0 0 0 989588 0 0 0 ROGER KLEIN PO BOX 610102 NEWTON HIGHLANDS MA 02461 6174675643 NO SPECIFIC APPLICATION FORM IS NECESSARY. COMPLETE INFORMATION ON THE CHARITABLE PURPOSE OF THE REQUEST IS REQUIRED. NONE NO RESTRICTIONS, EXCEPT IT MUST BE A TAX EXEMPT CHARITABLE ORGANIZATION. KYIV SCHOOL OF ECONOMICS 6080 N ROCKRIDGE BLVD OAKLAND CA 94618 NONE PUBLIC CHARITY CHARITABLE PURPOSES 5000 RAZOM FOR UKRAINE 140 2ND AVE SUITE 305 NEW YORK NY 10003 NONE PUBLIC CHARITY CHARITABLE PURPOSE 10000 COME BACK ALIVE 1717 K ST NW SUITE 900 WASHINGTON DC 20006 NONE PUBLIC CHARITY CHARITABLE PURPOSES 10000 CLEAN AIR TASK FORCE 114 STATE STREET 6TH FLOOR BOSTON MA 02109 NONE PUBLIC CHARITY CHARITABLE PURPOSES 50000 AMERICAN FRIENDS OF THE RAMBAM 442 5TH AVE 1353 NEW YORK NY 10018 NONE PUBLIC CHARITY CHARITABLE PURPOSES 50000 CJP BOSTON 126 HIGH STREET BOSTON MA 02110 NONE PUBLIC CHARITY CHARITABLE PURPOSES 100000 GANN ACADEMY 333 FOREST AVE WALTHAM MA 02452 NONE PUBLIC CHARITY CHARITABLE PURPOSE 100000 MASS AUDUBON 208 SOUTH GREAT ROAD LINCOLN MA 01773 NONE PUBLIC CHARITY CHARITABLE PURPOSES 100000 FRED HUTCHINSON CANCER CENTER 1100 FAIRVIEW AVE N SEATTLE WA 98109 NONE PUBLIC CHARITY CHARITABLE PURPOSE 110000 BETH ISRAEL DEACONESS MEDICAL CENTER (DR DAN BAROUCH'S VACCINE RESEARCH FU 330 BROOKLINE AVE OV BOSTON MA 02215 NONE PUBLIC CHARITY CHARITABLE PURPOSES 125000 APPALACHIAN TRAIL CONSERVANCY 799 WASHINGTON STREET PO BOX 807 HARPERS FERRY WV 25425 NONE PUBLIC CHARITY CHARITABLE PURPOSES 166666 826666 0 139978 2394403 0 0 2534381 2534381 4 INVESTMENT INCOME 8 INVESTMENT INCOME 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 7200 0 7200 BERKSHIRE HATHAWAY 1464905 8276893 GAN LTD COM 1455978 1675787 PUT/CALL INVESTMENTS 848572 872070 WK KELLOGG CO COM 210203 205086 ARCADIUM LITHIUM PLC 1614347 1568241 ROYALTY PHARMA PLC 526117 441323 ADAMS RESOURCES & ENERGY INC 1500600 1518192 AIR TRANSPORT SERVICES GROUP INC 439085 439600 AVID BIOSERVICES INC COM 1378220 1389671 EMCORE CORP COM 99848 99807 INNOVID CORP 1479333 1507920 LITHIUM AMERICAS ARGENTINA CORP 470949 262000 MARINUS PHARMACEUTICALS INC 64412 65282 MARKFORGED HOLDING CORPORATION 870742 621720 REVANCE THERAPEUTICS INC 797456 799216 SMARTSHEET INC 22491 22412 SURMODICS INC 3627347 3423341 UNIVERSAL STAINLESS & ALLOY PR 234945 237762 VOXX INTERNATIONAL CORP 292712 295200 ZUORA INC 362487 363072 BASIS ADJUSTMENT AT COST 746855 746855 MANAGEMENT FEES 9111 9111 0