2019-10-11T13:00:35-05:00 2018-12-31 350921680 CROWE LLP 575 Market Street Suite 3300 San Francisco CA 941055829 990PF 2018-01-01 066469925 THE GW FOUNDATION GWFO 9545232945 3055 HARBOR DRIVE 1701 FORT LAUDERDALE FL 33316 Gary Wendt Trustee 2019-10-11 true Mark Ulishney P00449012 4155761100 2018 2019-02-21 02:37:17Z X 7320435 X 338995 576925 576925 1 1 1 262674 262674 0 0 0 8806 8806 0 1187401 848406 0 0 0 0 0 8000 2000 0 0 54534 31334 0 0 7636 7136 0 0 0 0 0 202 202 0 0 70372 40672 0 0 350000 350000 420372 40672 0 350000 767029 807734 0 178102 319544 319544 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 3779917 4962967 4831287 0 0 0 0 0 0 2784474 2207046 2169604 0 0 0 0 0 0 0 6742493 7489557 7320435 0 0 0 0 0 0 X 6742493 7489557 6742493 7489557 6742493 7489557 6742493 767029 0 7509522 19965 7489557 Publicly Traded Securities 1684344 1582299 102045 0 102045 Capital Gain Distribution 127802 127802 0 127802 Deerpath Capital LP - 1231 Gain 619 619 0 619 LibertyView Credit Select Fund P 2018-12-31 32208 32208 0 32208 262674 0 false 358882 7868297 0.045611 398874 7930308 0.050297 207726 7100157 0.029257 154250 6568507 0.023483 0 3475178 0 0.148648 0.029730 7985388 237406 8077 245483 350000 X 8077 8077 8077 772 8800 9572 1495 1495 0 false false false false false false false true true CT FL true false false false false true N/A GARY C WENDT 9545232945 3055 HARBOR DRIVE 1701 FORT LAUDERDALE FL 33316 false false false false true false false false false false false false false false false false false false false false false Gary C Wendt 3055 HARBOR DRIVE FORT LAUDERDALE FL 33316 Trustee 1.000 0 0 0 Valerie Ahneman 43 Old Camp Lane Cos Cob CT 06807 Trustee 1.000 0 0 0 0 7991089 115904 0 8106993 0 8106993 121605 7985388 399269 399269 8077 8077 391192 391192 391192 350000 0 0 350000 8077 341923 391192 340576 2015 2014 0 0 0 0 0 0 0 350000 340576 0 0 9424 0 0 0 0 0 0 381768 0 0 0 0 0 0 0 0 Gary C Wendt Trustee X Boys and Girls Club of Broward County 877 NW 61st Street Fort Lauderdale FL 33309 NONE PC EDUCATIONAL 39000 Boys and Girls Club of Stamford 347 Stillwater Ave Stamford CT 06902 NONE PC EDUCATIONAL 286000 Berkshire Medical Center 725 North Street Pittsfield MA 01201 NONE PC GENERAL CONTRIBUTION 25000 350000 0 14 576925 16 1 18 8806 14 262674 0 848406 0 848406 false false false false false false false false false false X X 1 Gary Wendt 3055 Harbor Drive 1701 Fort Lauderdale FL 33316 338995 X 1 11,035 Shares of John Hancock Multi Factor Large Cap ETF 338995 2018-12-26 Crowe LLP 8000 2000 Northern Trust #5963 Equities 4962967 4831287 Deerpath Capital, LP AT COST 196007 163394 Northern Trust #5963 Real Estate AT COST 132554 128426 Northern Trust #5963 Commodity AT COST 474445 500483 Northern Trust #5963 Mutual Funds AT COST 556328 529589 WZL Subordinated AT COST 0 0 Basin Finance AT COST 847712 847712 Cost Basis Adjustment 19965 Deerpath Capital 202 202 Northern Trust 331 331 Deerpath Capital-Ordinary Income 8475 8475 Consulting 23200 Northern Trust Fees 31334 31334 Foreign taxes 7136 7136 Estimated Payment 500