2026-08-10T12:50:21-05:00 2025-10-31 873707167 CBIZ ADVISORS LLC 4 MANHATTANVILLE ROAD SUITE 402 PURCHASE NY 10577 990PF 2024-11-01 136075586 LOEWENBERG FOUNDATION LOEW 9176990100 800 THIRD AVENUE FRNT A 1348 NEW YORK NY 10022 ELIZABETH LOEWENBERG PRESIDENT 2127534100 2026-09-15 1 0 MICHELE LAZZARA P00106188 9145249000 2026-08-05 2024 2025-03-06 01:10:19Z X X 94453227 X 793384 107522 107522 1882554 1882554 1893657 16989936 1893657 296329 296329 4973446 4180062 0 0 0 36861 0 1500 265490 265490 0 302351 265490 1500 3000000 3000000 3302351 265490 3001500 1671095 3914572 209650 72789 72789 1037000 1303449 1303449 42449941 53586464 71081472 29307481 19712465 21995517 73004072 74675167 94453227 0 0 X 73004072 74675167 0 0 0 0 73004072 74675167 73004072 74675167 73004072 1671095 0 74675167 0 74675167 PUBLICLY TRADED SECURITIES P 7622470 7261219 361251 361251 PUBLICLY TRADED SECURITIES P 9288530 7835060 1453470 1453470 DAVIDSON KEMPNER INSTITUTIONAL PARTNERS LP P 5474 5474 5474 DAVIDSON KEMPNER INSTITUTIONAL PARTNERS LP P 73462 73462 73462 1893657 54413 0 54413 0 54413 25000 0 0 0 25000 293 29706 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 0 0 0 1 1 N/A ELIZABETH LOEWENBERG 2127534100 800 THIRD AVENUE FRNT A 1348 NEW YORK NY 10022 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DIANA LOEWENBERG 1400 FIFTH AVENUE 7B NEW YORK NY 10026 TREASURER/DIRECTOR 1.00 0 0 0 ELIZABETH LOEWENBERG 34 UNION STREET CAMBRIDGE MA 02141 PRESIDENT/SECR/DIR 1.00 0 0 0 JONATHAN TANNENHAUSER 34 UNION STREET CAMBRIDGE MA 02141 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 47179471 22542593 16877948 86600012 0 0 86600012 1299000 85301012 4265051 4265051 54413 54413 4210638 0 4210638 0 4210638 3001500 0 3001500 4210638 2870688 0 0 3001500 2870688 0 0 130812 0 0 0 0 0 0 0 0 4079826 0 0 0 X CHABAD AT HARVARD 38 BANKS STREET CAMBRIDGE MA 02138 PC TO FURTHER DONER'S EXEMPT PURPOSE 600000 NATIONAL PHILANTHROPIC TRUST 165 TOWNSHIP LINE ROAD STE 1200 JENKINTOWN PA 19046 PC TO FURTHER DONER'S EXEMPT PURPOSE 2400000 3000000 0 14 107522 14 1882554 14 296329 18 1893657 0 4180062 0 4180062 0 0 0 0 0 0 0 0 0 0 X X 1 ESTATE OF PATRICIA LOEWENBERG 34 UNION STREET CAMBRIDGE MA 02141 793384 X 1 PUBLICLY TRADED SECURITIES 793384 95233.607/114144.860SH FIDELITY 500 INDEX FD 15717913 27134516 29971.013/32141.142SH FIDELITY INTL INDEX FD 1454179 1947432 0/55147SH ISHARES US TREAS BOND ETF 1284649 1279410 14420SH JPM BETABUILDERS CANADA ETF 713364 1256126 11386/18259SH JPM BETABUILDERS EUROPE 1294883 1281234 26096/28120SH JPM BETABUILDERS JAPAN ETF 1407229 1934937 13799/15616SH JPMORGAN BETABUILDERS DEVELO 789557 877307 29061.15SH VANGUARD TOTAL INTL BND-ADM 663838 578026 340630.512/428303.659SH SIX CIRCLES INTERNATIONAL UNCON 4321906 5820647 367684.959/476770.508SH SIX CIRCLES US UNCONSTRAIN EQTY 6359428 9821472 421097.95/596717.60SH SIX CIRCLES GLOBAL BOND FUND 5546839 5113870 257723.96/141630.17SH SIX CIRCLE CREDIT OPPORT 1258940 1290251 44456/65836SH VANGUARD TOTAL INTL BND INDX FD 3413004 3281925 10864/14156SH VANGUARD INT-TERM CORPORATE 1131809 1189812 0/13572SH VANGUARD MORTGAGE-BACKED SEC 620370 640056 0/8200SH VANGUARD TOTAL BOND MARKET 595854 611556 JPM FEDERAL MM FD 4891719 4891719 JPM MANAGED INCOME FD 2120983 2131176 DAVIDSON KEMPNER INSTITUTIONAL AT COST 3678705 3983211 ELLIOTT INTERNATIONAL LIMITED AT COST 3741090 5917128 PALOMA INTERNATIONAL LIMITED AT COST 828893 3672077 2650.591SH HIGHBRIDGE TACTICAL CREDIT FUND AT COST 4934551 6455734 HPS MEZZANINE PRIVATE INVESTORS AT COST 854737 1674 PEG CHINA PRIVATE INVESTORS OFFSHORE AT COST 888074 42258 RIVERSTONE GLOBAL ENERGY AND POWER AT COST 2625221 90390 RS GLOBAL ENERGY AND POWER PRIVATE AT COST 1896485 1611233 VINTAGE 2024 PRIVATE INVESTMENTS AT COST 109230 78274 VINTAGE 2025 PRIVATE INVESTMENTS AT COST 155468 143538 DAVIDSON KEMPNER INSTITUTIONAL AT COST 11 0 DEDUCTIONS RELATED TO INVESTMENT PARTNERSHIPS 36613 36613 0 BANK FEES 228877 228877 0 DAVIDSON KEMPNER INSTITUTIONAL PARTNERS LP K-1 296329 296329 296329 US TREASURY EXCISE TAX 34994 0 0 NYS DEPT OF LAW FILING FEE 1500 0 1500 NYS CORPORATION TAX 367 0 0