2026-04-23T13:17:23-05:00 2025-12-31 141555429 UHY ADVISORS NORTHEAST INC 1185 AVENUE OF THE AMERICAS 38TH FLOOR NEW YORK NY 10036 990PF 2025-01-01 020229861 THE NARARO FOUNDATION C/O THOMAS I WHITMAN NARA 2155695574 720 WESTVIEW ST PHILADELPHIA PA 19119 THOMAS WHITMAN TRUSTEE 2155695574 2026-04-22 1 JIE CHEN P01061215 2123814700 2026-04-22 2025 2025-03-06 01:10:19Z X 15326330 X 31846 420496 419749 266723 1158711 266723 719065 686472 0 0 0 8901 4451 4450 14572 4326 0 40524 37183 0 63997 45960 4450 585000 585000 648997 45960 589450 70068 640512 164533 251378 251378 7347619 7190709 8856591 6098638 6224926 6009162 200000 200000 200000 10868 8713 9199 13821658 13875726 15326330 16000 16000 0 X 0 0 0 0 13805658 13875726 13805658 13875726 13821658 13875726 13805658 70068 0 13875726 0 13875726 PUBLICLY TRADED SECURITIES - SHORT TERM 78821 77009 1812 1812 PUBLICLY TRADED SECURITIES - LONG TERM 1079890 814979 264911 264911 266723 8903 0 8903 0 8903 8400 0 0 0 8400 X 0 503 0 0 0 0 0 0 0 0 0 0 1 1 PA 1 0 1 0 0 1 N/A THOMAS I WHITMAN 2155695574 720 WESTVIEW STREET PHILADELPHIA PA 19119 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 THOMAS I WHITMAN 720 WESTVIEW STREET PHILADELPHIA PA 19119 MANAGING TRUSTEE 4.00 0 0 0 MIRA RABIN 720 WESTVIEW STREET PHILADELPHIA PA 19119 MANAGING TRUSTEE 4.00 0 0 0 NONE 0 NONE 0 NONE 0 0 0 14018549 196299 200000 14414848 0 0 14414848 216223 14198625 709931 709931 8903 8903 701028 0 701028 0 701028 589450 0 589450 701028 559781 0 0 589450 559781 0 0 29669 0 0 0 0 0 0 0 0 671359 0 0 0 THOMAS I WHITMAN MIRA RABIN X COLUMBIA UNIVERSITY BARBARA WHITMAN ENDOWMENT FELLOWSHIP FUND 2960 BROADWAY NEW YORK NY 10027 NONE PC UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE. 10000 NATIONAL PHILANTHROPIC TRUST 165 TOWNSHIP LINE ROAD SUITE 1200 JENKINTOWN PA 19046 NONE PC UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE. 560000 NON VIOLENCE INTERNATIONAL 4000 ALBEMARLE ST NW SUITE 401 WASHINGTON DC 20016 NONE PC UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE. 15000 585000 0 14 420496 18 266723 0 687219 0 687219 0 0 0 0 0 0 0 0 0 0 X X 1 THOMAS WHITMAN MIRA RABIN 720 WESTVIEW STREET PHILADELPHIA PA 19119 494912 X 1 1,120 SHARES OF NVIDIA CORP ("NVDA") 209815 2025-12-29 1 933 SHARES OF CSW INDUSTRIALS INC ("CSW") 285097 2025-12-29 ACCOUNTING FEE 8901 4451 4450 NONE 0 BLCKRCK HI YLD BND PORT-K 140610 148207 PGIM HIGH YIELD-R6 69893 73815 PIMCO TOTAL RETURN ESG-INST 324441 284894 PIMCO SHORT-TERM FUND-INST 140366 139616 VANGUARD MORTGAGE-BACKED SEC 215365 220146 VANGUARD TOT BD MKT IDX-ADM 1031486 954061 VANGUARD TOTAL BOND MARKET 1322657 1318965 VANGUARD TTL INTL BND-ADM 1002912 934075 VANGUARD INT-TERM CORPORATE 270173 285755 VANGUARD TOTAL INTL BOND ETF 518157 509679 ISHARES JPMORGAN USD EMERGI 66540 73173 ISHARES US TREASURY BOND ETF 364858 364071 PIMCO INCOME FUND-INS 128154 133879 NUVEEN CORE IMPACT BD FND-R6 629314 568826 DOMINI IMPACT INTL EQ-INST 196486 293654 ISHARES TRUST ISHARES ESG AWA RE MSCI USE ETF 2305093 5684332 ISHARES TRUST ISHARES ESG AWARE MSCI EAFE ETF 1191921 1753745 LAI SUN DEVELOPMENT CO LTD 3100830 200792 UBS INTL SUSTAIN EQTY-P 217447 292551 FIDELITY INTL INDEX 147085 148774 CSW INDUSTRIALS INC 21140 273863 NVIDIA CORP 10707 208880 LOAN TO THE WEAVERS WAY COOPERA FMV 100000 100000 LOAN TO CAPE COD MODERN HOUSE TRUST FMV 100000 100000 DIVIDEND RECEIVABLE 10868 8713 9199 INVESTMENT ADVISORY FEES 37183 37183 0 BOOK/TAX DIFFERENCE 3341 0 0 THOMAS I WHITMAN 720 WESTVIEW ST PHILADELPHIA PA 19119 MIRA RABIN 720 WESTVIEW ST PHILADELPHIA PA 19119 FOREIGN TAX WITHHELD 4326 4326 0 FEDERAL TAX 10246 0 0