2023-05-15T14:43:30-05:00 2022-12-31 204553256 MARINER WEALTH ADVISORS 1500 BROADWAY 27TH FLOOR NEW YORK NY 10036 990PF 2022-01-01 376624335 THE EDELMAN FAMILY FOUNDATION C/O MARINER WEALTH ADVISORS EDEL 2128695900 1500 BROADWAY FL 27 NEW YORK NY 10036 JOSEPH EDELMAN TRUSTEE 2128695900 2023-05-15 1 JOSEPH EDELMAN XXX-XX-XXXX 0 CHRISTOPHER KOEHLER P00644039 2128695900 2023-05-01 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 102159825 X X 1622047 1622047 1341107 3324645 1341107 2963154 2963154 0 0 0 134361 26361 0 597792 417917 0 732153 444278 0 8320300 8320300 9052453 444278 8320300 -6089299 2518876 32935227 11508963 11508963 69831168 85145949 90650862 102766395 96654912 102159825 0 0 X 0 0 0 0 102766395 96654912 102766395 96654912 102766395 96654912 102766395 -6089299 44826 96721922 67010 96654912 FIDELITY XX9335 - CAPITAL GAINS DISTRIBUTIONS P 1324645 1324645 1324645 FIDELITY XX9335 P 2022-12-31 937418 944434 -7016 -7016 FIDELITY XX9335 P 2022-12-31 1062582 1039104 23478 23478 1341107 35012 0 35012 0 35012 169286 0 0 0 169286 X 0 134274 134274 0 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 0 1 0 0 1 N/A MARINER WEALTH ADVISORS 2128695900 1500 BROADWAY - 27TH 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 JOSEPH EDELMAN 1500 BROADWAY 27TH FLOOR NEW YORK NY 10036 TRUSTEE 1.00 0 0 0 SUSAN H LEBOVITZ-EDELMAN 1500 BROADWAY 27TH FLOOR NEW YORK NY 10036 TRUSTEE 3.00 0 0 0 NONE 0 NONE 0 0 73336542 1372301 19313889 94022732 0 0 94022732 1410341 92612391 4630620 4630620 35012 35012 4595608 0 4595608 0 4595608 8320300 0 8320300 4595608 0 0 481594 2651774 3003553 6136921 8320300 0 0 0 4595608 3724692 0 0 9861613 0 0 0 0 0 0 0 9861613 481594 2651774 3003553 3724692 JOSEPH EDELMAN X AMERICAN JEWISH COMMITTEE 165 EAST 56TH STREET NEW YORK NY 10022 N/A 501(C) (3) TO PROVIDE SUPPORT EMERGENCY RELIEF EFFORTS IN UKRAINE 25000 AMERICAN JEWISH COMMITTEE 165 EAST 56TH STREET NEW YORK NY 10022 N/A 501(C) (3) TO SUPPORT GENERAL OPERATING SUPPORT 500000 AMERICAN JEWISH WORLD SERVICE 45 WEST 36TH STREET 11TH FLOOR NEW YORK NY 10018 N/A 501(C) (3) TO PROVIDE GENERAL SUPPORT FOR ENDING CHILD, EARLY AND FORCED MARRIAGE AND UNIONS IN INDIA 300000 AMERICAN STUDIO 5114 POINT FOSDICK DRIVE GIG HARBOAR WA 98335 N/A 501(C) (3) TO SUPPORT GENERAL OPERATING SUPPORT 150000 BROWN UNIVERSITY BOX 1893 PROVIDENCE RI 02912 N/A 501(C) (3) FOR EDUCATIONAL RESEARCH AND SCHOLARSHIP FUNDING 800000 CATO INSTITUTE 1000 MASSACHUSETTS AVE NW WASHINGTON DC 20001 N/A 501(C) (3) FTO PROVIDE SUPPORT OR CHALLENGE GRANT FOR PROJECT SPHERE 100000 CATO INSTITUTE 1000 MASSACHUSETTS AVE NW WASHINGTON DC 20001 N/A 501(C) (3) FTO PROVIDE SUPPORT OR CHALLENGE GRANT FOR PROJECT SPHERE 150000 CHABAD OF COLLEGE HILL 12 OLIVE ST PROVIDENCE RI 02906 N/A 501(C) (3) TO PROVIDE SUPPORT TO CHABAD AT BROWN UNIVERSITY 5000 CHARLEY'S FUND 635 MAIN STREET SUITE 3 GREAT BARRINGTON MA 01230 N/A 501(C) (3) GENERAL OPERATING SUPPORT; LAWSUIT AGAINST MEDICARE & MEDICAID SERVICES; LEGAL ACTIVITIES IN OPPOSITION OF STERILIZATION AMONG CHILDREN 300000 CHILD IS INNOCENT 6 VISTA AVENUE SALEM MA 01970 N/A 501(C) (3) IN MEMORY OF THEA COHEN 500 DO NO HARM 11357 NUCKOLS ROAD PMB 115 GLEN ALLEN VA 23059 N/A 501(C) (3) TO PROVIDE SUPPORT TO PROTECT HEALTHCARE FROM A RADICAL, DIVISIVE, AND DISCRIMINATORY IDEOLOGY. 1000000 FERONIA FORWARD LTD 4 SECOND STREET PITTSFIELD MA 01201 N/A 501(C) (3) TO SUPPORT EDUCATIONAL PROGRAMS AND FIELD TRIPS TO RAMBLEWILD IN BERKSHIRE COUNTY, MA. 25000 FOUNDATION FOR INDIVIDUAL RIGHTS AND EXPRESSION 510 WALNUT STREET SUITE 1250 PHILADELPHIA PA 19106 N/A 501(C) (3) TO PROMOTE FIRE AD CAMPAIGN 500000 FOUNDATION FOR INDIVIDUAL RIGHTS IN EDUCATION 510 WALNUT ST SUITE 1250 PHILADELPHIA PA 19106 N/A 501(C) (3) TO PROVIDE IMPLEMENTATION OF BUSINESS PLAN 50000 HETERODOX ACADEMY 82 NASSAU STREET 646 NEW YORK NY 10038 N/A 501(C) (3) TO HIRE AN EXECUTIVE DIRECTOR 260000 JETT FOUNDATION INC 36 CORDAGE PARK CIRCLE PLYMOUTH MA 02360 N/A 501(C) (3) TO SUPPORT ANNIE GANOT'S 2022 GALS FOR CAL FUNDRAISER EVENT 2000 MANHATTAN INSTITUTE FOR POLICY RESEARCH 52 VANDERBILT AVE NEW YORK NY 10017 N/A 501(C) (3) TO SUPPORT HAMILTON AWARD DINNER HOST COMMITTEE SPONSORSHIP 50000 MANHATTAN INSTITUTE FOR POLICY RESEARCH 52 VANDERBILT AVE NEW YORK NY 10017 N/A 501(C) (3) TO PROVIDE SUPPORT FOR THE CITY JOURNAL AND/OR MANHATTAN INSTITUTE'S OTHER MEDIA & EXTERNAL COMMUNICATIONINITIATIVES. 25000 MANHATTAN INSTITUTE FOR POLICY RESEARCH 52 VANDERBILT AVE NEW YORK NY 10017 N/A 501(C) (3) TO PROVIDE SUPPORT FOR THE GENDER IDENTITY INITATIVE AT THE MANHATTAN INSTITUTE 400000 MSI UNITED STATES PO BOX 35528 WASHINGTON DC 20033 N/A 501(C) (3) TO PROVIDE SUPPORT FOR MATERNITY CARE AND CONTRACEPTION SERVICES 25000 NATIONAL PROGRESS ALLIANCE 34 FRANKLIN AVE STE 687 UNIT 2999 PINEDALE WY 82941 N/A 501(C) (3) TO SUPPORT THE GENERAL OPERATIONS OF NATIONAL PROGRESS ALLIANCES VIDEO PRODUCTION 120000 NEW YORK GENOME CENTER INC 101 AVENUE OF THE AMERICAS NEW YORK NY 10013 N/A 501(C) (3) TO ADVANCE GENOMIC RESEARCH WITH A SPECIFIC FOCUS ON NEURODEGENERATIVE DISORDERS 1000000 NEXTBOOK INC 37 WEST 28TH STREET 8TH FLOOR NEW YORK NY 10001 N/A 501(C) (3) FOR THE GENERAL OPERATIONS OF TABLET MAGAZINE 125000 PARENTS DEFENDING EDUCATION 4532 LEE HWY SUITE 119 ARLINGTON VA 22207 N/A 501(C) (3) TO PROVIDE GENERAL SUPPORT IN DEFEND EDUCATION 50000 PRAGER UNIVERSITY 15021 VENTURA BLVD UNIT 552 SHERMAN OAKS CA 91403 N/A 501(C) (3) TO SUPPORT PRAGERU PERSONALITIES AND THE BIG TECH INDEPENDENCE INITIATIVE 400000 PRINCESS GRACE FOUNDATION 158 EAST 58TH STREET 25TH FLOOR NEW YORK NY 10155 N/A 501(C) (3) TO PROVIDE 2023 PRINCESS GRACE AWARD IN HONOR OF ANTON KATZ'S 60TH BIRTHDAY 1000 ROHR CHABAD AT GW 2522 I ST NW WASHINGTON DC 20037 N/A 501(C) (3) TO PROVIDE GENERAL OPERATING SUPPORT OF THE ROHR CHABAD CENTER AT GW. 5000 SHOES THAT FIT 1420 N CLAREMONT BLVD CLAREMONT CA 91711 N/A 501(C) (3) TO PROVIDE GENERAL OPERATING SUPPORT 50000 TEAM RUBICON 214 MAIN STREET 354 EL SEGUNDO CA 90245 N/A 501(C) (3) TO PROVIDE GENERAL OPERATING SUPPORT; MOTHER'S DAY GIFT IN HONOR OF MARILYN B. LEBOVITZ 1800 THE TIKVAH FUND 165 E 56TH NEW YORK NY 10022 N/A 501(C) (3) TO PROVIDE SUPPORT FOR THE CENTER FOR JEWISH CLASSICAL EDUCATION 375000 THE TIKVAH FUND 165 E 56TH NEW YORK NY 10022 N/A 501(C) (3) TO PROVIDE SUPPORT FOR THE CENTER FOR JEWISH CLASSICAL EDUCATION 375000 THIRD SECTOR NEW ENGLAND INC 89 SOUTH STREET STE 700 BOSTON MA 02111 N/A 501(C) (3) TO PROVIDE GENERAL OPERATING SUPPORT FOR FAIRPLAY 100000 UATX UATX CENTER FOR POLITIC PO BOX 13491 AUSTIN TX 78711 N/A 501(C) (3) FOR THE UATX CENTER FOR POLITICS, ECONOMICS AND APPLIED HISTORY 500000 UNIVERSITY OF BUFFALO FOUNDATION INC PO BOX 900 BUFFALO NY 14226 N/A 501(C) (3) FOR DR. ARTHUR M EDELMAN'S RESEARCH PROGRAM 200000 VENTOUX PARTNERSHIP NETWORK DBA VERTEX PARTNERSHIP 230 E 124TH ST APT 4C NEW YORK NY 10035 N/A 501(C) (3) TO OFFSET ANY DOWNSIDE FROM DROP IN ENROLLMENT 100000 VENTOUX PARTNERSHIP NETWORK DBA VERTEX PARTNERSHIP 230 E 124TH ST APT 4C NEW YORK NY 10035 N/A 501(C) (3) TO HELP CLOSE THE REMAINING $2 MILLION NEEDED TO COVER THE PERIOD BEFORE THE ENTIRE NETWORK CAN SUSTAIN ITSELF ON PUBLIC DOLLARS 125000 VENTOUX PARTNERSHIP NETWORK DBA VERTEX PARTNERSHIP 230 E 124TH ST APT 4C NEW YORK NY 10035 N/A 501(C) (3) TO HELP CLOSE THE REMAINING $2 MILLION NEEDED TO COVER THE PERIOD BEFORE THE ENTIRE NETWORK CAN SUSTAIN ITSELF ON PUBLIC DOLLARS 125000 RALSTON COLLEGE 110 WEST GASTON ST SAVANNAH GA 31401 N/A 501(C) (3) TO SUPPORT EDUATION 600000 RALSTON COLLEGE 110 WEST GASTON ST SAVANNAH GA 31401 N/A 501(C) (3) TO SUPPORT EDUCATION -600000 AMERICAN FRIENDS OF LUBAVITCH 2110 LEROY PL NW WASHINGTON DC 20008 N/A 501(C) (3) TO PROVIDE GENERAL OPERATING SUPPORT 5000 AMERICAN FRIENDS OF LUBAVITCH 2110 LEROY PL NW WASHINGTON DC 20008 N/A 501(C) (3) TO PROVIDE GENERAL OPERATING SUPPORT -5000 8320300 0 14 1622047 18 1341107 0 2963154 0 2963154 0 0 0 0 0 0 0 0 0 0 FIDELITY XX9335 FMV 75195949 70771999 NRMA, LLC FMV 3000000 4302982 PERCEPTIVE LIFE SCIENCES OFFSHORE FUND LTD FMV 6950000 15575881 COST BASIS TIMING ADJUSTMENTS 67010 FIDELITY ADVISORY FEES 417917 417917 0 LEGAL FEE 62497 0 0 JPM MANAGEMENT FEES 100000 0 0 BANK FEES 15 0 0 EVENT FEE 8363 0 0 CONSULTING WORK 9000 0 0 NONTAXABLE INCOME 44826 JOSEPH EDELMAN 1500 BROADWAY 27TH FLOOR NEW YORK NY 10036 NYS DEPARTMENT OF LAW 3000 0 0 FOREIGN TAXES PAID 26361 26361 0 FEDERAL Q1 2021 ESTIMATE 105000 0 0