2025-12-03T16:00:34-06:00 2024-06-30 112674705 KWM CPA'S LLP 100 JERICHO QUADRANGLE SUITE 220 JERICHO NY 11753 990PF 2023-07-01 113038738 KNAPP-SWEZEY FOUNDATION INC KNAP 6316783406 PO BOX 2549 PATCHOGUE NY 11772 WILLIAM KNAPP TREASURER 6312416687 2025-11-26 1 0 LAWRENCE SPIRIO P00011262 5163336881 2023 2025-03-06 01:10:19Z X X 19489315 X 52920198 637448 637448 -1640882 56151961 51453454 51916764 52090902 20500 0 0 26570 0 0 72867 0 0 32154 0 0 28197 23565 0 180288 23565 0 47351671 47351671 47531959 23565 47351671 4384805 52067337 586906 3009629 3009629 16191 60003 60003 2745675 951867 947461 10900410 12199084 13778490 0 1689668 1692982 750 750 750 14249932 17911001 19489315 0 0 X 0 0 0 0 14249932 17911001 14249932 17911001 14249932 17911001 14249932 4384805 0 18634737 723736 17911001 1 BERKSHIRE HATHAWAY INC D 2018-04-10 2023-07-07 523668 1293 522375 522375 64.869 TEMPLETON INCOME TR ^* P 2020-01-15 2023-07-07 494 684 -190 -190 11854.523 TEMPLETON INCOME TR ^* P 2017-04-10 2023-07-07 90213 148182 -57969 -57969 35.524 TEMPLETON INCOME TR ^* P 2017-04-18 2023-07-07 270 441 -171 -171 36.25 TEMPLETON INCOME TR ^* P 2017-05-16 2023-07-07 276 452 -176 -176 32.353 TEMPLETON INCOME TR ^* P 2017-06-16 2023-07-07 246 396 -150 -150 37.339 TEMPLETON INCOME TR ^* P 2017-07-18 2023-07-07 284 460 -176 -176 31.62 TEMPLETON INCOME TR ^* P 2017-08-16 2023-07-07 241 383 -142 -142 29.738 TEMPLETON INCOME TR ^* P 2017-09-18 2023-07-07 226 363 -137 -137 28.639 TEMPLETON INCOME TR ^* P 2017-10-17 2023-07-07 218 346 -128 -128 28.671 TEMPLETON INCOME TR ^* P 2017-11-16 2023-07-07 218 342 -124 -124 98.695 TEMPLETON INCOME TR ^* P 2017-12-18 2023-07-07 751 1182 -431 -431 29.484 TEMPLETON INCOME TR ^* P 2018-01-17 2023-07-07 224 352 -128 -128 26.331 TEMPLETON INCOME TR ^* P 2018-02-16 2023-07-07 200 311 -111 -111 37.671 TEMPLETON INCOME TR ^* P 2018-03-16 2023-07-07 287 444 -157 -157 44.743 TEMPLETON INCOME TR ^* P 2018-04-17 2023-07-07 340 533 -193 -193 54.872 TEMPLETON INCOME TR ^* P 2018-05-16 2023-07-07 418 645 -227 -227 54.602 TEMPLETON INCOME TR ^* P 2018-06-18 2023-07-07 416 629 -213 -213 59.262 TEMPLETON INCOME TR ^* P 2018-07-17 2023-07-07 451 692 -241 -241 56.271 TEMPLETON INCOME TR ^* P 2018-08-16 2023-07-07 428 651 -223 -223 51.786 TEMPLETON INCOME TR ^* P 2018-09-18 2023-07-07 394 581 -187 -187 60.892 TEMPLETON INCOME TR ^* P 2018-10-16 2023-07-07 463 701 -238 -238 62.899 TEMPLETON INCOME TR ^* P 2018-11-16 2023-07-07 479 730 -251 -251 298.19 TEMPLETON INCOME TR ^* P 2018-12-18 2023-07-07 2269 3367 -1098 -1098 74.361 TEMPLETON INCOME TR ^* P 2019-01-16 2023-07-07 566 847 -281 -281 60.549 TEMPLETON INCOME TR ^* P 2019-02-19 2023-07-07 461 697 -236 -236 64.543 TEMPLETON INCOME TR ^* P 2019-03-18 2023-07-07 491 738 -247 -247 66.596 TEMPLETON INCOME TR ^* P 2019-04-16 2023-07-07 507 763 -256 -256 67.946 TEMPLETON INCOME TR ^* P 2019-05-16 2023-07-07 517 763 -246 -246 62.269 TEMPLETON INCOME TR ^* P 2019-06-18 2023-07-07 474 699 -225 -225 69.368 TEMPLETON INCOME TR ^* P 2019-07-16 2023-07-07 528 787 -259 -259 63.804 TEMPLETON INCOME TR ^* P 2019-08-16 2023-07-07 486 685 -199 -199 49.878 TEMPLETON INCOME TR ^* P 2019-09-17 2023-07-07 380 534 -154 -154 56.929 TEMPLETON INCOME TR ^* P 2019-10-16 2023-07-07 433 605 -172 -172 59.394 TEMPLETON INCOME TR ^* P 2019-11-18 2023-07-07 452 630 -178 -178 135.758 TEMPLETON INCOME TR ^* P 2019-12-17 2023-07-07 1033 1425 -392 -392 59.676 TEMPLETON INCOME TR ^* P 2020-02-18 2023-07-07 454 629 -175 -175 65.063 TEMPLETON INCOME TR ^* P 2020-03-16 2023-07-07 495 670 -175 -175 43.708 TEMPLETON INCOME TR ^* P 2020-04-15 2023-07-07 333 436 -103 -103 57.782 TEMPLETON INCOME TR ^* P 2020-05-15 2023-07-07 440 580 -140 -140 53.148 TEMPLETON INCOME TR ^* P 2020-06-15 2023-07-07 404 527 -123 -123 50.521 TEMPLETON INCOME TR ^* P 2020-07-15 2023-07-07 384 502 -118 -118 55.77 TEMPLETON INCOME TR ^* P 2020-08-17 2023-07-07 424 548 -124 -124 54.571 TEMPLETON INCOME TR ^* P 2020-09-15 2023-07-07 415 533 -118 -118 52.934 TEMPLETON INCOME TR ^* P 2020-10-15 2023-07-07 403 515 -112 -112 52.482 TEMPLETON INCOME TR ^* P 2020-11-16 2023-07-07 399 511 -112 -112 62.259 TEMPLETON INCOME TR ^* P 2020-12-15 2023-07-07 474 606 -132 -132 58.188 TEMPLETON INCOME TR ^* P 2021-01-15 2023-07-07 443 563 -120 -120 62.908 TEMPLETON INCOME TR ^* P 2021-02-16 2023-07-07 479 606 -127 -127 65.503 TEMPLETON INCOME TR ^* P 2021-03-15 2023-07-07 498 616 -118 -118 57.99 TEMPLETON INCOME TR ^* P 2021-04-15 2023-07-07 441 544 -103 -103 79.151 TEMPLETON INCOME TR ^* P 2021-05-17 2023-07-07 602 738 -136 -136 66.443 TEMPLETON INCOME TR ^* P 2021-06-15 2023-07-07 506 622 -116 -116 68.775 TEMPLETON INCOME TR ^* P 2021-07-15 2023-07-07 523 631 -108 -108 70.03 TEMPLETON INCOME TR ^* P 2021-08-16 2023-07-07 533 637 -104 -104 64.076 TEMPLETON INCOME TR ^* P 2021-09-15 2023-07-07 488 584 -96 -96 62.791 TEMPLETON INCOME TR ^* P 2021-10-15 2023-07-07 478 562 -84 -84 74.85 TEMPLETON INCOME TR ^* P 2021-11-15 2023-07-07 570 663 -93 -93 76.338 TEMPLETON INCOME TR ^* P 2021-12-15 2023-07-07 581 668 -87 -87 68.274 TEMPLETON INCOME TR ^* P 2022-01-26 2023-07-07 520 596 -76 -76 71.97 TEMPLETON INCOME TR ^* P 2022-02-23 2023-07-07 548 633 -85 -85 80.524 TEMPLETON INCOME TR ^* P 2022-03-28 2023-07-07 613 704 -91 -91 74.316 TEMPLETON INCOME TR ^* P 2022-04-26 2023-07-07 566 628 -62 -62 80.445 TEMPLETON INCOME TR ^* P 2022-05-25 2023-07-07 612 670 -58 -58 82.733 TEMPLETON INCOME TR ^* P 2022-06-27 2023-07-07 630 659 -29 -29 63.399 TEMPLETON INCOME TR ^* P 2022-07-26 2023-07-07 482 498 -16 -16 66.163 TEMPLETON INCOME TR ^* P 2022-08-26 2023-07-07 504 519 -15 -15 66.492 TEMPLETON INCOME TR ^* P 2022-09-27 2023-07-07 506 488 18 18 66.144 TEMPLETON INCOME TR ^* P 2022-10-26 2023-07-07 503 479 24 24 57.681 TEMPLETON INCOME TR ^* P 2022-11-25 2023-07-07 439 433 6 6 55.805 TEMPLETON INCOME TR ^* P 2022-12-27 2023-07-07 425 434 -9 -9 54.587 TEMPLETON INCOME TR ^* P 2023-01-26 2023-07-07 415 441 -26 -26 49.383 TEMPLETON INCOME TR ^* P 2023-02-23 2023-07-07 376 380 -4 -4 52.348 TEMPLETON INCOME TR ^* P 2023-03-28 2023-07-07 398 416 -18 -18 47.372 TEMPLETON INCOME TR ^* P 2023-04-25 2023-07-07 361 373 -12 -12 51.044 TEMPLETON INCOME TR ^* P 2023-05-25 2023-07-07 388 385 3 3 50.038 TEMPLETON INCOME TR ^* P 2023-06-27 2023-07-07 381 383 -2 -2 3 CHUBB LTD P 2022-04-05 2023-07-07 577 649 -72 -72 31 JPMORGAN CHASE & CO P 2022-04-05 2023-07-07 4502 4162 340 340 1747 VANGUARD TOTAL INTL ETF P 2017-05-05 2023-07-07 84303 94941 -10638 -10638 10372 VANGUARD TOTAL INTL ETF P 2017-05-05 2023-07-07 500509 563718 -63209 -63209 9426 VANGUARD TOTAL INTL ETF P 2018-06-26 2023-07-07 454859 515225 -60366 -60366 2900 VANGUARD TOTAL INTL ETF P 2018-06-26 2023-07-07 139942 158456 -18514 -18514 200 VANGUARD TOTAL INTL ETF P 2018-06-26 2023-07-07 9651 10931 -1280 -1280 100 VANGUARD TOTAL INTL ETF P 2018-06-26 2023-07-07 4826 5464 -638 -638 13000 VANGUARD TOTAL INTL ETF P 2018-06-26 2023-07-07 627325 710450 -83125 -83125 69 JOHNSON & JOHNSON P 2018-06-12 2023-07-07 11033 8445 2588 2588 1067 XCEL ENERGY INC P 2021-03-10 2023-07-07 67407 66159 1248 1248 2 HOME DEPOT INC P 2020-06-04 2023-07-07 609 496 113 113 18 LOCKHEED MARTIN CORP COM USD1.00 P 2020-08-13 2023-07-07 8293 7047 1246 1246 120 LOCKHEED MARTIN CORP COM USD1.00 P 2021-07-29 2023-07-07 55286 44764 10522 10522 41 LOCKHEED MARTIN CORP COM USD1.00 P 2021-10-01 2023-07-07 18889 14269 4620 4620 37 LOWES COMPANIES INC P 2022-10-19 2023-07-07 8243 6815 1428 1428 94 MICROSOFT CORP P 2018-06-12 2023-07-07 31963 9481 22482 22482 143 MICROSOFT CORP P 2022-02-24 2023-07-07 48624 40386 8238 8238 101 NEXTERA ENERGY INC P 2018-06-12 2023-07-07 7314 3971 3343 3343 22 NORTHROP GRUMMAN CORP P 2021-07-19 2023-07-07 10004 7773 2231 2231 16 NORTHROP GRUMMAN CORP P 2022-01-12 2023-07-07 7275 6337 938 938 80 PROCTER & GAMBLE CO P 2018-06-12 2023-07-07 11988 6178 5810 5810 66 COMCAST CORP P 2020-06-04 2023-07-07 2762 2704 58 58 4 SKYWORKS SOLUTIONS INC P 2022-01-26 2023-07-07 436 582 -146 -146 48 CISCO SYSTEMS INC P 2021-07-29 2023-07-07 2471 2646 -175 -175 16 CHEVRON CORPORATION P 2021-07-29 2023-07-07 2488 1644 844 844 121 CHEVRON CORPORATION P 2021-10-01 2023-07-07 18812 12601 6211 6211 55 TEXAS INSTRUMENTS INC P 2018-06-12 2023-07-07 9676 6324 3352 3352 15 TEXAS INSTRUMENTS INC P 2020-04-14 2023-07-07 2639 1661 978 978 33 BROADCOM INC P 2020-04-14 2023-07-07 28256 8771 19485 19485 1 BLACKROCK INC P 2019-07-24 2023-07-07 689 478 211 211 54 BEST BUY CO INC P 2022-01-26 2023-07-07 4328 5344 -1016 -1016 46 AMGEN INC P 2018-06-12 2023-07-07 10097 8477 1620 1620 23 ABBOTT LABORATORIES P 2018-06-12 2023-07-07 2473 1444 1029 1029 26 COSTCO WHSL CORP NEW P 2019-01-14 2023-07-07 13765 5437 8328 8328 82 VISA INC CLASS A P 2021-11-26 2023-07-07 19484 16282 3202 3202 14500 US TREAS STRIPS 08/23 P 2019-03-15 2023-08-15 1450000 1450000 0 0 89 BERKSHIRE HATHAWAY INC XXX-XX-XXXX D 2023-09-18 2023-09-18 33004 77 32927 32927 40 BERKSHIRE HATHAWAY INC D 2023-09-20 2023-09-27 21613992 51700 21562292 21562292 9 BERKSHIRE HATHAWAY INC D 2023-09-20 2023-09-27 4875499 11633 4863866 4863866 40 BERKSHIRE HATHAWAY INC D 2023-09-20 2023-09-27 21698754 51700 21647054 21647054 5 BERKSHIRE HATHAWAY INC D 2023-10-10 2023-10-12 2618539 6463 2612076 2612076 1040 BERKSHIRE HATHAWAY INC XXX-XX-XXXX D 2023-10-10 2023-10-12 359114 896 358218 358218 2074 VERIZON COMMUNICATIONS P 2023-07-07 2023-11-21 77350 74925 2425 2425 500 66719CAC0 NORTHVILLE BROWNFIELD REDEV 04.00000% 04/01/2024 AUTH MICH CH P 2022-02-03 2024-04-01 50000 50000 0 0 250 71781LAP4 PHILADELPHIA PA AUTH FOR INDL DEV PENSION 00.00000% 04/15/202 P 2022-01-12 2024-04-15 25000 25000 0 0 72 LAD P 2020-04-14 2024-04-24 63809 19747 44062 44062 18 LAD P 2023-07-07 2024-04-24 15952 11256 4696 4696 107 LAD P 2024-02-14 2024-04-24 94827 97667 -2840 -2840 250 64972EVT3 NEW YORK N Y CITY HSG DEV CORP 00.43500% 05/01/2024 MULTIFAMI P 2022-02-03 2024-05-01 25000 24305 695 695 450 932423VH6 WALLED LAKE MICH CONS SCH DIST 00.40200% 05/01/2024 TAXABLE U P 2022-02-03 2024-05-01 45000 43812 1188 1188 100 117853FQ9 BUCHANAN MICH CMNTY SCHS TAXABLE GO 00.50000% 05/01/2024 UNLT P 2022-03-21 2024-05-01 10000 9613 387 387 700 762196WZ2 RHODE IS HEALTH & EDL BLDG CORP PUB 00.84800% 05/15/2024 SCHS P 2022-02-03 2024-05-15 70000 68739 1261 1261 50 20775HFZ1 CONNECTICUT ST HSG FIN AUTH HSG MTG FIN 00.47000% 05/15/2024 P P 2022-03-21 2024-05-15 5000 4803 197 197 50 50520PAF7 LA VERNE CALIF PENSION OBLIG 03.46800% 06/01/2024 TAXABLE BDS P 2022-03-21 2024-06-03 5000 5000 0 0 500 79356NCZ4 ST TAMMANY PARISH LA SALES TAX DIST NO 03 00.86800% 06/01/202 P 2022-01-14 2024-06-03 50000 49475 525 525 600 687213AC2 OROVILLE CALIF PENSION OBLIG 01.09000% 06/01/2024 TAXABLE BDS P 2022-02-17 2024-06-03 60000 58662 1338 1338 3 AIR PRODUCTS & CHEMICALS P 2020-12-10 2024-06-17 818 806 12 12 89 AIR PRODUCTS & CHEMICALS P 2023-07-07 2024-06-17 24267 25773 -1506 -1506 ROUNDING P 2024-06-30 2024-06-30 2 2 2 51453454 723736 0 723736 0 723736 783739 0 0 0 723736 0 0 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 0 0 0 0 1 N/A TAXPAYER 6316873406 PO BOX 2549 PATCHOGUE NY 11772 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PRISCILLA KNAPP 12 MOORING DRIVE BELLPORT NY 11713 PRESIDENT 3.00 0 0 0 WILLIAM KNAPP 523 S PALM AVENUE APT 7 SARASOTA FL 34236 TREASURER 1.00 1500 0 0 JANE KNAPP 523 S PALM AVENUE APT 7 SARASOTA FL 34236 TRUSTEE 1.00 1000 0 0 DAVID KNAPP 150 SENIX AVENUE CENTER MORICHES NY 11934 TRUSTEE 1.00 2000 0 0 JOHN SWEZEY 29 MAPLE AVENUE EAST MORICHES NY 11940 TRUSTEE 1.00 1500 0 0 DOROTHY SWEZEY 29 MAPLE AVENUE EAST MORICHES NY 11940 TRUSTEE 1.00 1500 0 0 JOHN J ROE 12 PEARL STREET BELLPORT NY 11713 TRUSTEE 1.00 2500 0 0 CAROLYN MAUST 17 HALLOCK ROAD PATCHOGUE NY 11772 TRUSTEE 1.00 1500 0 0 DANIELLE SANGIOVANNI 9 DONALD COURT EAST BLUE POINT NY 11715 TRUSTEE 1.00 1500 0 0 MICHELE KNAPP 150 SENIX AVENUE CENTER MORICHES NY 11934 TRUSTEE 1.00 2500 0 0 JERRY KNAPP 11 PARK AVENUE BLUE POINT NY 11715 TRUSTEE 1.00 2000 0 0 JESSE SANGIOVANNI 9 DONALD COURT EAST BLUE POINT NY 11715 TRUSTEE 1.00 1500 0 0 ALLISON KNAPP 165 BAY AVENUE BAYPORT NY 11705 TRUSTEE 1.00 1500 0 0 NONE 0 THE RESOURCE GROUP 4250 VETERENS MEMORIAL HIGHWAY HOLBROOK NY 11741 CONSULTING 72000 0 0 14033260 6282296 0 20315556 0 0 20315556 304733 20010823 1000541 1000541 723736 723736 276805 0 276805 0 276805 47351671 0 47351671 276805 0 0 1761023 1904572 1228196 2463401 2100041 9457233 47351671 0 0 0 276805 47074866 0 0 56532099 0 0 0 0 0 0 1761023 54771076 1904572 1228196 2463401 2100041 47074866 KNAPP-SWEZEY FOUNDATION INC PO BOX 2549 PATCHOGUE NY 11772 6316873406 APPLICATIONS SHOULD BE IN LETTER FORM AND STATE THE NATURE OF THE PROJECT, THE BUDGET FOR THE PROJECT, WHO BENEFITS FROM THE PROJECT AND ANY ALTERNATE SOURCES OF FUNDS NONE ALL PROJECTS SHOULD BE IN THE TOWN OF BROOKHAVEN IN SUFFOLK COUNTY OF THE STATE OF NEW YORK ATLANTIC WIND SYMPHONY PO BOX 511 SAYVILLE NY 11782 N/A PUBLIC CHARITY CHARITABLE CONTRIBUTION 10000 BAFFA 47 GILETTE AVENUE SAYVILLE NY 11782 N/A PUBLIC CHARITY CHARITABLE CONTRIBUTION 5000 BAYPORT-BLUE POINT SCHOOL 189 ACADEMY STREET BAYPORT NY 11705 N/A PUBLIC CHARITY CHARITABLE CONTRIBUTION 100000 BOYS & GIRLS CLUB OF THE BELLPORT AREA 1685 MONTAUK HWY BELLPORT NY 11714 N/A PUBLIC CHARITY CHARITABLE CONTRIBUTION 1000000 BROOKHAVEN ARTS COUNCIL PO BOX 457 FARMINGVILLE NY 11738 N/A PUBLIC CHARITY CHARITABLE CONTRIBUTION 10000 CAMP PAQUTUCK 4400 VETS MEMORIAL HWY STE 205 HOLBROOK NY 11741 N/A PUBLIC CHARITY CHARITABLE CONTRIBUTION 510000 COLBY-SAWYER COLLEGE 541 MAIN STREET NEW LONDON NH 03257 N/A PUBLIC CHARITY CHARITABLE CONTRIBUTION 1000000 COMMUNITY FUNDS INC 50 VANDERBILT MOTOR PARKWAY COMMACK NY 11725 N/A PUBLIC CHARITY CHARITABLE CONTRIBUTION 5000000 CONGREGATIONAL CHURCH OF PATCHOGUE 95 E MAIN STREET PATCHOGUE NY 11772 N/A PUBLIC CHARITY CHARITABLE CONTRIBUTION 50000 GATEWAY PLAYHOUSE 215 SOUTH COUNTRY ROAD BELLPORT NY 11713 N/A PUBLIC CHARITY CHARITABLE CONTRIBUTION 500000 GIRLS INC OF LONG ISLAND 819 GRAND BLVD DEER PARK NY 11729 N/A PUBLIC CHARITY CHARITABLE CONTRIBUTION 30000 GUIDE DOG FOUNDATION 371 EAST JERICHO TPKE SMITHTOWN NY 11787 N/A PUBLIC CHARITY CHARITABLE CONTRIBUTION 50000 HOPE HOUSE PO BOX 358 PORT JEFFERSON NY 11777 N/A PUBLIC CHARITY CHARITABLE CONTRIBUTION 25000 IGHL FOUNDATION 60 MONTAUK HIGHWAY EAST MORICHES NY 11940 N/A PUBLIC CHARITY CHARITABLE CONTRIBUTION 2000000 ISLAND HARVEST 199 SECOND STREET MINEOLA NY 11501 N/A PUBLIC CHARITY CHARITABLE CONTRIBUTION 75000 LI YOUTH MENTORING 153 MCNAIR STREET BRENTWOOD NY 11717 N/A PUBLIC CHARITY CHARITABLE CONTRIBUTION 40000 LIGHTHOUSE MISSION 54 RAILROAD AVENUE PATCHOGUE NY 11772 N/A PUBLIC CHARITY CHARITABLE CONTRIBUTION 10000 LITERACY SUFFOLK 627 N SUNRISE SERVICE ROAD BELLPORT NY 11714 N/A PUBLIC CHARITY CHARITABLE CONTRIBUTION 25000 LONG ISLAND CARES 10 DAVIDS DRIVE HAUPPAUGE NY 11788 N/A PUBLIC CHARITY CHARITABLE CONTRIBUTION 120393 LONG ISLAND COMMUNITY FOUNDATION 900 WALT WHITMAN ROAD MELVILLE NY 11747 N/A PUBLIC CHARITY CHARITABLE CONTRIBUTION 50000 LONG ISLAND COMMUNITY HOSPITAL 101 HOSPITAL ROAD EAST PATCHOGUE NY 11772 N/A PUBLIC CHARITY CHARITABLE CONTRIBUTION 27280 LONG ISLAND MUSEUM 1200 ROUTE 25A STONYBROOK NY 11790 N/A PUBLIC CHARITY CHARITABLE CONTRIBUTION 500000 MERCY CENTER MINISTRIES 436 W MAIN STREET PATCHOGUE NY 11772 N/A PUBLIC CHARITY CHARITABLE CONTRIBUTION 25000 MERCY HAVEN 859 CONNETQUOT AVE ISLIP TERRACE NY 11752 N/A PUBLIC CHARITY CHARITABLE CONTRIBUTION 20000 NATURE CONSERVENCY PO BOX 5125 EAST HAMPTON NY 11937 N/A PUBLIC CHARITY CHARITABLE CONTRIBUTION 145000 NEW BEGINNINGS COMMUNITY CENTER 12 PLATINUM COURT MEDFORD NY 11763 N/A PUBLIC CHARITY CHARITABLE CONTRIBUTION 35000 NEW HOUR 1725 BRENTWOOD ROAD MAIN BLDG 2 BRENTWOOD NY 11717 N/A PUBLIC CHARITY CHARITABLE CONTRIBUTION 30000 NYU HOSPITAL 101 HOSPITAL ROAD PATCHOGUE NY 11772 N/A PUBLIC CHARITY CHARITABLE CONTRIBUTION 20000000 PAC MOCA 20 TERRY STREET PATCHOGUE NY 11772 N/A PUBLIC CHARITY CHARITABLE CONTRIBUTION 20000 PAL O MINE EQUESTRIAN INC 829 OLD NICHOLS ROAD ISLANDIA NY 11749 N/A PUBLIC CHARITY CHARITABLE CONTRIBUTION 15000 PATCHOGUE COMMUNITY SERVICE FOUNDATION PO BOX 821 PATCHOGUE NY 11772 N/A PUBLIC CHARITY CHARITABLE CONTRIBUTION 12000 PATCHOGUE LIONESS LIONS CLUB PO BOX 611 PATCHOGUE NY 11772 N/A PUBLIC CHARITY CHARITABLE CONTRIBUTION 1000 PATCHOGUE NEIGHBORS SOUP KITCHEN INC 510 NAEEAGANSETT AVENUE EAST PATCHOGUE NY 11772 N/A PUBLIC CHARITY CHARITABLE CONTRIBUTION 10000 PATCHOGUE VILLAGE 14 BAKER STREET PO BOX 719 PATCHOGUE NY 11772 N/A PUBLIC CHARITY CHARITABLE CONTRIBUTION 484998 PATCHOGUE-MEDFORD YOUTH AND COMMUNITY SERVICES 390 BAY AVENUE PATCHOGUE NY 11772 N/A PUBLIC CHARITY CHARITABLE CONTRIBUTION 65000 POST MORROW FOUNDATION 16 BAY ROAD BROOKHAVEN NY 11719 N/A PUBLIC CHARITY CHARITABLE CONTRIBUTION 1000 PRACTICAL RESOURCES FOR CHURCHES 95 E MAIN STREET PATCHOGUE NY 11772 N/A PUBLIC CHARITY CHARITABLE CONTRIBUTION 10000 SHARING A MEAL PO BOX 852 SAYVILLE NY 11782 N/A PUBLIC CHARITY CHARITABLE CONTRIBUTION 10000 SOUTH COUNTRY EDUCATION FOUNDATION PO BOX 512 BELLPORT NY 11713 N/A PUBLIC CHARITY CHARITABLE CONTRIBUTION 120000 STONY BROOK FOUNDATION 230 ADMINISTRATION STONY BROOK NY 11794 N/A PUBLIC CHARITY CHARITABLE CONTRIBUTION 10000000 SUFFOLK COUNTY GIRL SCOUTS 854 MAIN ST RIVERHEAD NY 11901 N/A PUBLIC CHARITY CHARITABLE CONTRIBUTION 150000 SUNSHINE PREVENTION CENTER 468 BOYLE ROAD PORT JEFFERSON NY 11776 N/A PUBLIC CHARITY CHARITABLE CONTRIBUTION 10000 UNITED WAY 819 GRANT BLVD DEER PARK NY 11729 N/A PUBLIC CHARITY CHARITABLE CONTRIBUTION 50000 YMCA OF LONG ISLAND 121 DASORIS LANE GLEN COVE NY 11542 N/A PUBLIC CHARITY CHARITABLE CONTRIBUTION 5000000 47351671 0 14 637448 18 -1640882 0 -1003434 0 -1003434 0 0 0 0 0 0 0 0 0 0 X X 1 PRISCILLA KNAPP PO BOX 34 BELLPORT NY 11714 52920198 X 1 89 SHARES BERKSHIRE HATHAWAY CL B 32891 2023-09-18 1 89 SHARES BERKSHIRE HATHAWAY CL A 49889484 2023-09-20 1 5 SHARES BERKSHIRE HATHAWAY CL B 361410 2023-10-10 1 5 SHARES BERKSHIRE HATHAWAY CL A 2636413 2023-10-10 ACCOUNTING 26570 0 0 CORRECTION OF NAME OF RECIPIENT OF CONTRIBUTION FORM 990-PF, PART XIV, LINE 3A ON THE ORIGINAL RETURN, A CONTRIBUTION OF $2,000,000 WAS REPORTED AS PAID TO CONCERN FOR INDEPENDENT LIVING. THIS IS INCORRECT. THE CORRECT RECIPIENT OF THE $2,000,000 CONTRIBUTION IS IGHL FOUNDATION. THIS INFORMATION HAS BEEN CORRECTED ON THIS AMENDED RETURN. 2154 ABBOTT LABORATORIES 206150 223822 488 ACCENTURE PLC IRELAND 171843 148064 1015 AIR PRODUCTS & CHEMICALS 229112 261921 1276 AMERICAN TOWER CORP 223293 248029 415 AMGEN INC 98502 129667 656 APPLE INC 103880 138167 4 BERKSHIRE HATHAWAY INC 1191600 2448964 2019 BEST BUY CO INC 164083 170181 214 BLACKROCK INC 142011 168486 2472 BRISTOL-MYERS SQUIBB CO COM 129044 102662 95 BROADCOM INC 74779 152525 1595 CHEVRON CORPORATION 228832 249490 727 CHUBB LTD 162500 185443 2399 CISCO SYSTEMS INC 120646 113976 7166 COMCAST CORP 301392 280621 125 COSTCO WHSL CORP NEW 44073 106249 1624 CSX CORP 55233 54323 141508.332 FEDERATED HERMES ULTRASHORT BOND FUND INSTITUTIONAL SHARES 1286631 1299295 252 HOME DEPOT INC 69625 86748 618 HONEYWELL INTERNATIONAL INC COM USD1 121309 131968 23980 ISHARES RUSSELL 2000 VALUE 2699870 2327739 581 JOHNSON & JOHNSON 82599 84919 1029 JPMORGAN CHASE & CO 164465 208126 432 LOCKHEED MARTIN CORP COM USD1.00 171977 201787 797 LOWES COMPANIES INC 148472 175707 2876 MEDTRONIC PLC 246098 226370 663 MICROSOFT CORP 193848 296328 121 MSCI INC 63635 58292 1095 NASDAQ INC COM STK 61204 65985 160 NESTLE ADR 17103 16392 5382 NEXTERA ENERGY INC 287710 381099 337 NORTHROP GRUMMAN CORP 140686 146915 566 PHILLIPS 66 38597 79902 379 PROCTER & GAMBLE CO 29268 62505 1177 QUALCOMM INC 164501 234435 1423 SKYWORKS SOLUTIONS INC 166589 151663 742 TARGET CORP 105802 109846 1150 TEXAS INSTRUMENTS INC 164978 223709 256 TRACTOR SUPPLY CO 60176 69120 290 UNITEDHEALTH GROUP 144529 147685 9002 VANGUARD INTERMEDIATE 755808 674160 12939 VANGUARD SHORT TERM BOND 1031607 992421 544 VISA INC CLASS A 135024 142784 0 0 951867 947461 130000 BARCLAYS BK DEL CD 5.00000% 08/18/2025 AT COST 129740 130220 100000 BAYCOAST BK SWANSEA MASS CD 5.30000% 08/21/2024 AT COST 100000 99953 245000 CIBC BK USA CD 4.60000% 04/14/2025 AT COST 243417 243677 245000 CHARLES SCHWAB BK SSB WESTLAKE CD 5.05000% 03/28/2025 AT COST 244588 244520 245000 CITIZENS FIRST BK VIROQUA WI CD 5.05000% 08/22/2025 AT COST 245000 244640 245000 DISCOVER BK CD 3.10000% 06/02/2025 AT COST 237082 240298 245000 FIRST FNDTN BK IRVINE CA CD 5.10000% 05/19/2025 AT COST 244841 244696 245000 WELLS FARGO BANK NATL ASSN CD 5.25000% 02/24/2025 AT COST 245000 244978 SECURITY DEPOSIT 750 750 750 FEDERAL TAXES 723736 INSURANCE 3437 0 0 INVESTMENT ADVISORY FEES 23565 23565 0 OFFICE EXPENSE AND MISCELLANEOUS 1195 0 0 CONSULTING 72867 0 0