2025-11-14T16:41:54-06:00 2024-12-31 310541755 TAFT STETTINIUS & HOLLISTER LLP 675 15TH STREET SUITE 2300 DENVER CO 80202 990PF 2024-01-01 474622381 NATAN FOUNDATION NATA 6198187366 6251 LA JOLLA SCENIC DRIVE LA JOLLA CA 92037 DANA ZEFF SECRETARY 6198187366 2025-10-30 1 1 GREGORY T DENSEN P01280312 3032972900 2024 2025-03-06 01:10:19Z X 10050534 X 3020869 94550 94550 153783 153783 341888 3093505 341888 3611090 590221 0 0 0 30043 23012 7031 11549 4261 0 38662 38662 0 80254 65935 7031 1342000 1342000 1422254 65935 1349031 2188836 524286 2229931 3009925 3009925 5050067 6459212 7039379 0 1230 1230 7279998 9470367 10050534 0 0 X 0 0 0 0 7279998 9470367 7279998 9470367 7279998 9470367 7279998 2188836 1533 9470367 0 9470367 FIDELITY BROKERAGE SERVICES LLC - STCG (#7221) 108847 101302 7545 7545 FIDELITY BROKERAGE SERVICES LLC - LTCG (#7221) 667600 585387 82213 82213 FIDELITY BROKERAGE SERVICES LLC - STCG (#7222) 4 4 4 FIDELITY BROKERAGE SERVICES LLC - STCG (#7223) 292485 288150 4335 4335 FIDELITY BROKERAGE SERVICES LLC - LTCG (#7223) 337724 355213 -17489 -17489 FIDELITY BROKERAGE SERVICES LLC - STCG (#8321) 44 39 5 5 FIDELITY BROKERAGE SERVICES LLC - STCG (#4880) 82277 79108 3169 3169 FIDELITY BROKERAGE SERVICES LLC - LTCG (#4880) 169179 142373 26806 26806 FIDELITY BROKERAGE SERVICES LLC - STCG (#4881) 966934 887144 79790 79790 FIDELITY BROKERAGE SERVICES LLC - LTCG (#4881) 468281 312901 155380 155380 FIDELITY BROKERAGE SERVICES LLC - LTCG (#4881) 10 10 10 CAPITAL GAINS DIVIDENDS P 120 120 120 341888 7288 0 7288 0 7288 8518 0 0 0 8518 0 1230 1230 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 7430898 562261 0 7993159 0 0 7993159 119897 7873262 393663 393663 7288 7288 386375 0 386375 0 386375 1349031 0 1349031 386375 0 0 27228 365699 179388 245430 1499489 2317234 1349031 0 0 0 386375 962656 0 0 3279890 0 0 0 0 0 0 27228 3252662 365699 179388 245430 1499489 962656 X AMERICA GIVES 228 PARK AVE S 71410 NEW YORK NY 10003 NONE PC TO CHALLENGE BUSINESSES, NON-PROFITS, SCHOOLS, YOUTH GROUPS, FAITH-BASED NETWORKS, AND ORGANIZATIONS TO INCREASE VOLUNTEERING AND INSPIRE A RENEWED CULTURE OF GIVING. 2000 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 CONGREGATION BETH ISRAEL 9001 TOWNE CENTRE DRIVE SAN DIEGO CA 92122 NONE PC TO CONNECT MEMBERS OF COMMUNITY THROUGH SPIRITUAL ENRICHMENT AND LIFELONG LEARNING 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. 250000 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. TO PROVIDE ESSENTIAL SERVICES SUCH AS NUTRITION ASSISTANCE, ECONOMIC ASSISTANCE, SCHOLARSHIP GRANTS, AN OUTREACH PROGRAM FOR MENTAL WELLNESS, AND ASSISTANCE FOR INDIVIDUALS AND FAMILIES IN CRISIS. 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. 750000 THE GRAUER FOUNDATION FOR EDUCATION 1500 S EL CAMINO REAL ENCINITAS CA 92024 NONE PC TO PROVIDE STUDENTS WITH EDUCATIONAL INNOVATION AND A VALUES-BASED CURRICULUM PROMOTING EMPOWERMENT, EMANCIPATION AND EFFICACY AS LEARNERS AND COMMUNITY PARTICIPANTS ALIKE. 65000 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. 150000 1342000 0 14 94550 14 153783 18 341888 0 590221 0 590221 0 0 0 0 0 0 0 0 0 0 X X 1 DLZ CLAT BRANDYWINE TRUST CO 7234 LANCASTER HOCKESSIN DE 19707 3020869 X N/A 0 FIDELITY SECURITIES FMV 6459212 7039379 SHERMAN & HOWARD LEGAL FOUNDATION BUSINESS EXPENSE 7031 0 7031 SHERMAN & HOWARD ACCOUNTING AND TAX PREPARATION 23012 23012 0 PREPAID FEDERAL TAX 1230 1230 ACCOUNT FEES-FIDELITY BROKERAGE SERVICES (#7219) 31947 31947 0 ACCOUNT FEES-FIDELITY BROKERAGE SERVICES (#7221) 411 411 0 ACCOUNT FEES-FIDELITY BROKERAGE SERVICES (#7222) 875 875 0 ACCOUNT FEES-FIDELITY BROKERAGE SERVICES (#7223) 2987 2987 0 ACCOUNT FEES-FIDELITY BROKERAGE SERVICES (#8321) 268 268 0 ACCOUNT FEES-FIDELITY BROKERAGE SERVICES (#4880) 892 892 0 ACCOUNT FEES-FIDELITY BROKERAGE SERVICES (#4881) 1282 1282 0 BOOK/TAX OTHER ADJUSTMENT 1533 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 (#7219) 2553 2553 0 FOREIGN TAX-FIDELITY BROKERAGE SERVICES (#7222) 2 2 0 FOREIGN TAX-FIDELITY BROKERAGE SERVICES (#8321) 65 65 0 FOREIGN TAX-FIDELITY BROKERAGE SERVICES (#4880) 1635 1635 0 FOREIGN TAX-FIDELITY BROKERAGE SERVICES (#4881) 6 6 0 FEDERAL TAXES (2024) 7288 0 0