2022-11-11T09:27:24-08:00 2021-12-31 133923827 MOSKOWITZ & ASSOCIATES CPA's PC 660 WHITE PLAINS RD TARRYTOWN NY 10591 990PF 2021-01-01 810684611 LOON POINT FOUNDATION LOON 4753285001 C/O DENISE KOPCHICK-320 POST ROAD S DARIEN CT 06820 LESLIE DAHL TRUSTEE 4753285001 2022-05-02 true LESLIE DAHL XXX-XX-XXXX STEVEN MOSKOWITZ CPA P00166473 9143666714 2022-11-11 3 AAL1 IAL1 FAL1 2021 2022-09-23 18:48:47Z X X 45436947 X 6153737 118613 118613 379174 379174 2480462 6841659 2480462 336961 0 -774005 352550 8357981 3330799 336961 0 18500 9250 9250 0 10254 10254 226576 191576 0 695 695 256025 211775 9250 2070000 2070000 2326025 211775 2079250 6031956 3119024 336961 10428960 10956572 10956572 0 0 0 29192432 34696776 34480375 0 0 0 0 39621392 45653348 45436947 0 0 0 0 0 X 39621392 45653348 39621392 45653348 39621392 45653348 39621392 6031956 45653348 45653348 SHORT TERM GAIN FROM K-1S P 2021-01-01 2021-12-31 360420 0 0 360420 0 0 0 360420 LONG TERM GAIN FROM K-1S P 2020-01-01 2021-12-31 1218142 0 0 1218142 0 0 0 1218142 CAPITAL GAIN DISTRIBUTIONS P 2020-01-01 2021-12-31 952 0 0 952 0 0 0 952 CITIBANK SECURITIES TRANSACTIONS - ST P 2021-01-01 2021-12-31 1612959 0 1636418 -23459 0 0 0 -23459 CITIBANK SECURITIES TRANSACTIONS - LT P 2020-01-01 2021-12-31 2525867 0 2491588 34279 0 0 0 34279 JP MORGAN SECURITIES TRANSACTIONS - LT P 2020-01-01 2021-12-31 1123319 0 233191 890128 0 0 0 890128 2480462 336961 43354 0 43354 0 43354 36536 20000 56536 -56536 13182 13182 false false false false false false false true true CT true false true false true true N/A W ROBERT DAHL 9176585717 83 PECKSLAND RD GREENWICH CT 06831 false false false false false false false false false false false false false false false false false false false false W ROBERT DAHL 83 PECKSLAND RD GREENWICH CT 06831 TRUSTEE 1.00 0 0 0 LESLIE A DAHL 83 PECKSLAND RD GREENWICH CT 06831 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 3654374 6830906 34530575 45015855 0 45015855 675238 44340617 2217031 2217031 43354 43354 2173677 2173677 2173677 2079250 2079250 2173677 2041410 0 0 0 0 0 0 2079250 2041410 0 37840 0 0 0 0 0 2135837 0 0 0 0 0 0 0 W ROBERT DAHL X SQUAM LAKES CONSERVATION SOCIETY PO BOX 696 HOLDERNESS NH 03245 501(C)(3) TO SUPPORT THE PRESERVATIONOF THE WATERSHED 25000 DARTMOUTH COLLEGE 6066 DEVELOPMENT OFFICE HANOVER NH 03755 501(C)(3) TO SUPPORT THE COLLEGEGENERAL FUND 250000 PARTNERS IN HEALTH PO BOX 996 FREDERICK MD 21705 501(C)(3) TO ASSIST WITH THE COVID CRISIS 25000 ST PAUL'S ANNUAL FUND 325 PLEASANT STREET CONCORD NH 03301 501(C)(3) TO SUPPORT THE SCHOOL'SGENERAL FUND 25000 YMCA CAMP BELKNAP 11 CHASE POINT ROAD MIRROR LAKE NH 03853 501(C)(3) TO SUPPORT THE WORK DONE BY THE CAMP 250000 HARVARD UNIVERSITY HBS REUNION GIFT SOLDIERS FIELD BOSTON MA 02163 501(C)(3) TO SUPPORTTHE UNIVERSITY 100000 MIDDLEBURY COLLEGE 700 EXCHANGE STREET MIDDLEBURY VT 05753 501(C)(3) TO SUPPORT THE COLLEGEPROGRAMS 750000 BROWN UNIVERSITY 111 POWER STREET PROVIDENCE RI 02912 501(C)(3) TO SUPPORT THE UNIVERSITY'S PROGRAMS 275000 APPALACHIAN MOUNTAIN CLUB 10 CITY SWUARE STE 2 BOSTON MA 02129 501(C)(3) TO SUPPORT THE MISSIONOF PROTECTING THE FORESTS AND RIVERS 50000 GREENWICH HOSPITAL 35 RIVER ROAD COS COB CT 06807 501(C)(3) TO SUPPORT THE HOSPITAL 100000 VANGUARD CHARITABLE FUND PO BOX 9509 WARWICK RI 02889 501(C)(3) ALLOCATES FUNDS TO QUALIFIED CHARITIES 120000 CANCER RESEARCH INSTITUTE 29 BROADWAY 4TH FL NEW YORK NY 10006 501(C)(3) TO SUPPORT THE RESEARCHOF FIGHTING CANCER 100000 2070000 18 118613 18 379174 18 352550 18 2480462 3330799 3330799 false false false false false false false false false false X X 1 W ROBERT AND LESLIE DAHL 83 PECKSLAND RD GREENWICH CT 06831 5000000 X 2 W ROBERT AND LESLIE DAHL 83 PECKSLAND RD GREENWICH CT 06831 1153737 X 2 24,361 SHARES OF IES HOLDINGS STOCK 1153737 2021-02-24 MOSKOWITZ & ASSOCIATES CPAS PC ACCOUNTING/TAX 18500 9250 9250 SHORT TERM GAIN FROM K-1S 2021-01 Purchased 2021-12 360420 0 360420 LONG TERM GAIN FROM K-1S 2020-01 Purchased 2021-12 1218142 0 1218142 CAPITAL GAIN DISTRIBUTIONS 2020-01 Purchased 2021-12 952 0 952 CITIBANK SECURITIES TRANSACTIONS - ST Purchased 2021-07 1612959 1636417 -23458 CITIBANK SECURITIES TRANSACTIONS - LT Purchased 2021-07 2525867 2491589 34278 JP MORGAN SECURITIES TRANSACTIONS - LT Purchased 2021-07 1123319 233191 890128 LIST OF SUBSTANTIAL CONTRIBUTORS W. ROBERT DAHL W. ROBERT DAHL W. ROBERT DAHL W. ROBERT DAHL W. ROBERT DAHL W. ROBERT DAHL W. ROBERT DAHL INVESTMENT IN RAGING CAPITAL OFFSHORE FUND LTD 67490 67490 INVESTMENT IN CORE SENIOR LENDING FUND 1986289 1769888 INVESTMENT IN LONE CASCADE LP 10202990 10202990 INVESTMENT IN LONE CEDAR 9548838 9548838 INVESTMENT IN ISI TELEMANAGEMENT SOLUTIONS 200000 200000 INVESTMENT IN HPS MEZZANINE INVESTORS LP OFFSHORE 3058564 3058564 INVESTMENT IN BLACKSTONE SECURE LENDING FUND 1554215 1554215 INVESTMENT IN METROPOLITAN PARTNERS FUND VI, LP 1044373 1044373 INVESTMENT IN METROPOLITAN PARTNERS FUND VII, LP 527092 527092 INVESTMENT ON PROSOMNUS NOTE 200000 200000 INVESTMENT IN BANK OF AMERICA PREFERRED NOTES 212640 212640 PORTFOLIO INVESTMENTS 4437648 4437648 INVESTMENT IN STAR MOUNTAIN PARTNERS 255503 255503 INVESTMENT IN VP DISLOCATION OFFSHORE FUND 231519 231519 INVESTMENT IN PINNACLE ARCADIA CATTLE PARTNERS 1164776 1164776 INVESTMENT IN TOAST INC 4839 4839 OTHER EXPENSES FROM PASS THRU ENTITIES 695 695 OTHER INCOME FROM PASS THRU ENTITIES 352550 352550 UNREALIZED LOSS FROM PASS THRU ENTITIES -1126555 FOREIGN TAXES FROM PASS THRU ENTITIES 614 614 SECTION 212 DEDUCTIONS FROM PASS THRU ENTITIES 190962 190962 FEDERAL TAX 35000