2026-06-09T07:46:23-05:00 2025-12-31 043236498 WALTER SHUFFAIN ADVISORS INC ONE INTERNATIONAL PLACE SUITE 1010 BOSTON MA 021102602 990PF 2025-01-01 226374448 KRIEGER CHARITABLE TRUST FKA CECILIA L KRIEGER TRUST KRIE 6174675643 ONE INTERNATIONAL PLACE 1010 BOSTON MA 02110 ROGER KLEIN TRUSTEE 6174675643 2026-05-27 1 MARK RAVERA CPA P00738816 6174472700 2026-05-27 2025 2025-03-06 01:10:19Z X 24941923 X X 276266 276266 666126 98317399 666126 942392 942392 0 0 0 7600 0 7600 7079 7079 0 55 55 0 14734 7134 7600 2117566 2117566 2132300 7134 2125166 -1189908 935258 4309 66023 66023 17760749 15193783 22718618 746855 2130051 2157282 18511913 17389857 24941923 0 0 X 0 0 0 0 18511913 17389857 18511913 17389857 18511913 17389857 18511913 -1189908 67852 17389857 0 17389857 FIDELITY 7784 - L/T P 2951192 2570918 380274 380274 FIDELITY 7784 - S/T P 95366207 95080355 285852 285852 666126 13000 0 13000 0 13000 14515 0 0 0 14515 0 1515 1515 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 23257094 1448577 0 24705671 0 0 24705671 370585 24335086 1216754 1216754 13000 13000 1203754 0 1203754 0 1203754 2125166 0 2125166 1203754 989588 0 0 2125166 989588 0 0 1135578 0 0 0 0 0 0 0 0 68176 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. AMERICAN FRIENDS OF THE RAMBAM 442 5TH AVE 1353 NEW YORK NY 10018 NONE PC CHARITABLE PURPOSES 3600 APPALACHIAN TRAIL CONSERVANCY 799 WASHINGTON STREET PO BOX 807 HARPERS FERRY WV 25425 NONE PC CHARITABLE PURPOSES 174166 FRED HUTCHINSON CANCER CENTER 1100 FAIRVIEW AVE N SEATTLE WA 98109 NONE PC CHARITABLE PURPOSE 100000 KYIV SCHOOL OF ECONOMICS 6080 N ROCKRIDGE BLVD OAKLAND CA 94618 NONE PC CHARITABLE PURPOSES 50000 MASS AUDUBON 208 SOUTH GREAT ROAD LINCOLN MA 01773 NONE PC CHARITABLE PURPOSES 300000 HARVARD UNIVERSITY PO BOX 419209 BOSTON MA 02241 NONE PC CHARITABLE PURPOSE 100000 AMERICAN FRIENDS OF MAGEN DAVID ADOM 20 WEST 36TH STREET SUITE 1100 NEW YORK NY 10018 NONE PC CHARITABLE PURPOSE 100000 JEWISH AGENCY FOR ISRAEL 633 THIRD AVENUE 21ST FLOOR NEW YORK NY 10017 NONE PC CHARITABLE PURPOSE 36000 BROTHERS FOR LIFE 1126 34TH AVE SUITE 309 SEATTLE WA 98122 NONE PC CHARITABLE PURPOSE 1800 SOLOMON SCHECHTER DAY SCHOOL 125 WELLS AVE NEWTON MA 02459 NONE PC CHARITABLE PURPOSE 50000 NANTUCKET CONSERVATION FOUNDATION PO BOX 13 NANTUCKET MA 02554 NONE PC CHARITABLE PURPOSE 2000 AMERICAN FRIENDS OF BEN-GURION UNIVERSITY PO BOX 7410310 CHICAGO IL 60674 NONE PC CHARITABLE PURPOSE 200000 JERSEY CITY MEDICAL CENTER FOUNDATION 350 MONTGOMERY STREET JERSEY CITY NJ 07302 NONE PC CHARITABLE PURPOSE 1000000 2117566 0 276266 666126 0 0 942392 942392 4 INVESTMENT INCOME 8 INVESTMENT INCOME 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 7600 0 7600 BERKSHIRE HATHAWAY 1464905 9178389 PUT/CALL INVESTMENTS 731993 786910 APARTMENT INVT & MGMT CO CL A 1146546 1211760 BECTON DICKINSON & CO COM 225710 194070 CANTALOUPE INC COM 2129539 2057094 DAYFORCE INC COM 2040539 2047136 CIDARA THERAPEUTICS INC COM NEW 2665903 2672769 GENTEX CORP 2320856 2024490 INSPIRATO INCORPORATED CL A 104397 104250 KENVUE INC COM 1689889 1811250 KRAFT HEINZ COM 673506 630500 CITY OFFICE REIT INC AT COST 1010013 1030682 SOTHERLY HOTELS INC AT COST 1120038 1126600 BASIS ADJUSTMENT 67852 MANAGEMENT FEES 7079 7079 0