2025-04-24T16:28:35-05:00 2024-12-31 141555429 UHY ADVISORS NORTHEAST INC 1185 AVENUE OF THE AMERICAS 38TH FLOOR NEW YORK NY 10036 990PF 2024-01-01 137120449 THE HILDA MULLEN FOUNDATION C/O BARBARA WHITMAN HILD 2123814700 240 WEST END AVENUE APT 13 CD NEW YORK NY 10023 BARBARA E WHITMAN TRUSTEE 2123814700 2025-04-21 1 0 JIE CHEN P01061215 2123814700 2025-04-21 2024 2025-03-06 01:10:19Z X 5751134 X 1720475 135287 135137 115361 2583904 115361 1971123 250498 0 0 0 10383 5192 5191 1363 1363 0 14744 14494 250 26490 21049 5441 2000000 2000000 2026490 21049 2005441 -55367 229449 78440 94108 94108 5579467 5515049 3311768 2374535 2367300 2342783 784 1402 2475 8033226 7977859 5751134 0 0 X 6550725 6550725 0 0 1482501 1427134 8033226 7977859 8033226 7977859 8033226 -55367 0 7977859 0 7977859 PUBLICLY TRADED SECURITIES - SHORT TERM 1505982 1422432 83550 83550 PUBLICLY TRADED SECURITIES - LONG TERM 1077922 1046111 31811 31811 115361 3189 0 3189 0 3189 8406 0 0 0 8406 X 0 5217 5217 0 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 0 1 0 0 1 N/A UHY ADVISORS NY INC 2123814700 1185 AVENUE OF THE AMERICAS 38TH FLOOR NEW YORK NY 10036 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LOIS Q WHITMAN 285 CENTRAL PARK WEST APT NO 12S NEW YORK NY 10024 TRUSTEE 1.00 0 0 0 BARBARA E WHITMAN 240 WEST END AVENUE APT 13 CD NEW YORK NY 10023 TRUSTEE 4.00 0 0 0 NONE 0 NONE 0 0 4699132 88284 0 4787416 0 0 4787416 71811 4715605 235780 235780 3189 3189 232591 0 232591 0 232591 2005441 0 2005441 232591 0 0 567015 629259 144832 1168309 2525214 5034629 2005441 0 0 0 232591 1772850 0 0 6807479 0 0 0 0 0 0 567015 6240464 629259 144832 1168309 2525214 1772850 LOIS Q WHITMAN X HUMAN RIGHTS WATCH 350 FIFTH AVENUE 34TH FL NEW YORK NY 10118 NONE PC UNRESITRICTED GRANT FOR DONEE'S EXEMPT PURPOSE 1000000 NATIONAL PHILANTHROPIC TRUST 165 TOWNSHIP LINE RD SUITE 1200 JENKINTOWN PA 19046 NONE PC UNRESITRICTED GRANT FOR DONEE'S EXEMPT PURPOSE 500000 NATIONAL PHILANTHROPIC TRUST 165 TOWNSHIP LINE RD SUITE 1200 JENKINTOWN PA 19046 NONE PC UNRESITRICTED GRANT FOR DONEE'S EXEMPT PURPOSE 500000 2000000 0 14 135287 18 115361 0 250648 0 250648 0 0 0 0 0 0 0 0 0 0 X X 1 THE LOIS Q WHITMAN 2020 CHARITABLE LEAD ANNUITY TRUST 1625 W ROSEHILL DRIVE CHICAGO IL 60660 1720475 X ACCOUNTING FEE 10383 5192 5191 VANGUARD MORTGAGE-BACKED SEC 170099 164630 VANGUARD TOTAL INTL BOND ETF 1120681 1110394 PIMCO INCOME FD-INS 57679 56031 PIMCO SHORT-TERM FD-INSTL 54798 55172 PGIM HIGH YIELD-R6 53748 54894 VANGUARD TOTAL BOND MARKET 583974 570822 BLCKRCK HI YLD BND PORT-K 135132 137317 VANGUARD INT-TERM CORPORATE 108360 109729 ISHARES JPMORGAN USD EMERGI 27151 27424 ISHARES US TREASURY BOND ETF 55678 56370 LAI SUN DEVELOPMENT 3291134 249044 FIDELITY 500 INDEX FD 1310430 1802213 ISHARES TRUST ISHARES ESG AWA RE MSCI USE ETF 258160 533315 FIDELITY INTL INDX-INST PRM 141775 165873 ISHARES TRUST ISHARES ESG AWARE MSCI EAFE ETF 58655 71267 JPMORGAN BETABUILDERS CANADA 64455 82590 JPMORGAN BETABUILDERS EUROPE ETF 251143 262026 JPMORGAN BETABUILDERS JAPAN ETF 80356 87769 JPM BTABLDRS DEV ASIA X-JPN 58941 57671 DIVIDEND RECEIVABLE 784 1402 2475 NYS DEPARTMENT OF LAW 250 0 250 INVESTMENT ADVISORY FEES 14445 14445 0 TAX BASIS ADJUSTMENTS 49 49 0 THE LOIS Q WHITMAN 2020 CHARITABLE 1625 W ROSEHILL DRIVE CHICAGO IL 60660 FOREIGN TAX WITHHELD 1363 1363 0