2023-11-15T11:46:33-06:00 2022-12-31 840420314 SHERMAN & HOWARD LLC 675 15TH STREET SUITE 2300 DENVER CO 80202 990PF 2022-01-01 474622381 NATAN FOUNDATION NATA 6198187366 6251 LA JOLLA SCENIC DRIVE LA JOLLA CA 92037 DANA ZEFF SECRETARY 6198187366 2023-11-10 1 DANA ZEFF 999009999 1 GREGORY T DENSEN P01280312 3032972900 X 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 7490174 X 1369211 65322 65322 104000 104000 -6275 2894320 0 1532258 169322 0 0 0 27840 0 0 4280 4280 0 34140 34140 0 66260 38420 0 558066 558066 624326 38420 558066 907932 130902 946814 1461542 1461542 5338129 5076261 5465335 0 563297 563297 6284943 7101100 7490174 0 0 X 0 0 0 0 6284943 7101100 6284943 7101100 6284943 7101100 6284943 907932 7511 7200386 99286 7101100 FIDELITY BROKERAGE SERVICES SUMMARY (#7221) 2022-01-01 2022-12-31 21072 22523 -1451 -1451 FIDELITY BROKERAGE SERVICES SUMMARY (#7221) 2021-12-15 2022-12-31 539874 551832 -11958 -11958 FIDELITY BROKERAGE SERVICES SUMMARY (#7222) 2022-01-01 2022-12-31 434464 458425 -23961 -23961 FIDELITY BROKERAGE SERVICES SUMMARY (#7222) 2021-12-15 2022-12-31 194333 169791 24542 24542 FIDELITY BROKERAGE SERVICES SUMMARY (#7223) 2022-01-01 2022-12-31 264928 274284 -9356 -9356 FIDELITY BROKERAGE SERVICES SUMMARY (#7223) 2021-12-15 2022-12-31 541569 580532 -38963 -38963 FIDELITY BROKERAGE SERVICES SUMMARY (#7223) 2022-01-01 2022-12-31 9730 10000 -270 -270 FIDELITY BROKERAGE SERVICES SUMMARY (#8317) 2021-12-15 2022-12-31 49431 51174 -1743 -1743 FIDELITY BROKERAGE SERVICES SUMMARY (#8317) 2022-01-01 2022-12-31 184042 120313 63729 63729 FIDELITY BROKERAGE SERVICES SUMMARY (#8321) 2022-01-01 2022-12-31 637013 661721 -24708 -24708 CAPITAL GAINS DIVIDENDS P 17864 17864 17864 -6275 1820 0 1820 0 1820 12124 0 0 0 12124 0 10304 10304 0 0 0 0 0 0 0 0 0 0 0 1 1 CO 1 0 1 0 0 1 N/A JULIE YRINEO ZEFF 6198187366 6251 LA JOLLA SCENIC DRIVE LA JOLLA CA 92037 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JULIE YRINEO ZEFF 6251 LA JOLLA SCENIC DRIVE LA JOLLA CA 92037 PRESIDENT, TREASURER & SEC 1.00 0 0 0 DANA ZEFF 6251 LA JOLLA SCENIC DRIVE LA JOLLA CA 92037 SECRETARY & DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 N/A 0 N/A 0 0 0 5967491 417393 0 6384884 0 0 6384884 95773 6289111 314456 314456 1820 1820 312636 0 312636 0 312636 558066 0 558066 312636 0 0 97057 27228 365699 179388 669372 558066 0 0 0 312636 245430 0 0 914802 0 0 0 0 0 0 0 914802 97057 27228 365699 179388 245430 X AMERICAN FRIENDS OF LEKET ISRAEL PO BOX 2090 TEANECK NJ 07666 NONE PC TO LEAD THE SAFE, EFFECTIVE AND EFFICIENT COLLECTION AND DISTRIBUTION OF SURPLUS NUTRITIOUS FOOD IN ISRAEL, TO THOSE WHO NEED IT. 10000 AMERICAN ISRAEL EDUCATION FOUNDATION 251 H STREET NW WASHINGTON DC 20001 NONE PC TO PROVIDE GRANTS TO SUPPORT SELECT EDUCATIONAL PROGRAMS ASSOCIATED WITH AIPAC, AMERICA'S PRO-ISRAEL LOBBY, INCLUDING MIDDLE EAST RESEARCH, EDUCATIONAL MATERIALS AND CONFERENCES, AND LEADERSHIP PROGRAMS FOR UNIVERSITY STUDENTS. 75000 AMERICAN TECHNION SOCIETY 55 EAST 59TH STREET NEW YORK NY 10022 NONE PC TO SUPPORT VISIONARY EDUCATION AND WORLD-CHANGING IMPACT THROUGH RESEARCH IN ENERGY, NANOTECHNOLOGY AND LIFE SCIENCES. 66666 HAWAII COMMUNITY FOUNDATION KUKIO COMMUNITY FUND 827 FORT ST MALL HONOLULU HI 96813 NONE PC TO SUPPORT EDUCATION AND YOUTH DEVELOPMENT INCREASING SUCCESS OF YOUNG PEOPLE OF HAWAII ISLAND IN SCHOOL WORK AND LIFE. 5000 JEWISH AGENCY FOR ISRAEL NORTH AMERICA 633 3RD AVE 21ST FLOOR NEW YORK NY 10017 NONE PC TO PROVIDE SUPPORT FOR THE GLOBAL JEWISH FRAMEWORK THAT ENSURES GLOBAL JEWISH SAFETY, STRENGTHENS JEWISH IDENTITY AND CONNECTS JEWS TO ISRAEL AND ONE ANOTHER, AND CONVEYS THE VOICE OF THE JEWISH PEOPLE TO THE STATE OF ISRAEL TO HELP SHAPE ITS SOCIETY. 245400 JEWISH COLORADO 300 S DAHLIA STREET SUITE 300 DENVER CO 80246 NONE PC TO MOBILIZE RESOURCES TO ENSURE THAT JEWISH CULTURE REMAINS VIBRANT, SECURE, AND ACCESSIBLE FOR ALL JEWS IN COLORADO AND ABROAD. 25000 JEWISH FAMILY SERVICE OF SAN DIEGO 8804 BALBOA AVENUE SAN DIEGO CA 92123 NONE PC TO BUILD A STRONGER, HEALTHIER, MORE RESILIENT SAN DIEGO. 10000 JEWISH FEDERATION OF SAN DIEGO 4950 MURPHY CANYON ROAD SAN DIEGO CA 92123 NONE PC TO PROVIDE LIFESAVING HUMANITARIAN RELIEF AND SUSTAIN THE JEWISH COMMUNITY IN SAN DIEGO AND AROUND THE WORLD. 10000 LAWRENCE FAMILY JEWISH COMMUNITY CENTER 4126 EXECUTIVE DRIVE LA JOLLA CA 92037 NONE PC TO CONNECT THE COMMUNITY TO JEWISH HERITAGE, IDENTITY, EXPERIENCES AND VALUES TO ENSURE THE CONTINUITY AND VIBRANCY OF THE JEWISH COMMUNITY. 1000 THE SHALOM HARTMAN INSTITUTE 475 RIVERSIDE DRIVE SUITE 1450 NEW YORK NY 10115 NONE PC TO STRENGTHEN JEWISH PEOPLEHOOD, IDENTITY, AND PLURALISM; TO ENHANCE THE JEWISH AND DEMOCRATIC CHARACTER OF ISRAEL; AND TO ENSURE THAT JUDAISM IS A COMPELLING FORCE FOR GOOD IN THE 21ST CENTURY. 100000 TURNING POINT HOME SAN DIEGO 1315 25TH STREET SAN DIEGO CA 92102 NONE PC TO HELP WOMEN ACHIEVE LONG TERM SOBRIETY IN A SAFE, SUPPORTIVE ENVIRONMENT THROUGH GUIDANCE AND EDUCATION. 10000 558066 0 14 65322 14 104000 18 -6275 0 163047 0 163047 0 0 0 0 0 0 0 0 0 0 X X 1 DLZ CLAT BRANDYWINE TRUST CO 7234 LANCASTER HOCKESSIN DE 19707 1341366 X 2 DANA ZEFF 6251 LA JOLLA SCENIC DRIVE LA JOLLA CA 92037 27845 X N/A 0 FIDELITY SECURITIES FMV 5076261 5465335 SHERMAN & HOWARD LEGAL FOUNDATION BUSINESS EXPENSE 4500 0 0 SHERMAN & HOWARD ACCOUNTING AND TAX PREPARATION 23340 0 0 SETTLEMENT FUNDS RECEIVABLE (#7221) 172494 172494 SETTLEMENT SECURITIES RECEIVABLE (#7222) 390803 390803 BOOK/TAX DIFFERENCES 99286 ACCOUNT FEES-FIDELITY BROKERAGE SERVICES (#7219) 27839 27839 0 ACCOUNT FEES-FIDELITY BROKERAGE SERVICES (#8317) 417 417 0 ACCOUNT FEES-FIDELITY BROKERAGE SERVICES (#8321) 1373 1373 0 ACCOUNT FEES-FIDELITY BROKERAGE SERVICES (#7221) 442 442 0 ACCOUNT FEES-FIDELITY BROKERAGE SERVICES (#7222) 1824 1824 0 ACCOUNT FEES-FIDELITY BROKERAGE SERVICES (#7223) 2245 2245 0 WASH SALE DISALLOWED 7511 DLZ CLAT BRANDYWINE TRUST CO 7234 LANCASTER PIKE 3RD FL HOCKESSIN DE 19707 DANA ZEFF 6251 LA JOLLA SCENIC DRIVE LA JOLLA CA 92037 FOREIGN TAX-FIDELITY BROKERAGE SERVICES (#7221) 2299 2299 0 FOREIGN TAX-FIDELITY BROKERAGE SERVICES (#8321) 1981 1981 0