2026-01-29T14:29:13-06:00 2024-05-31 131833422 ASH & PARSONT LLP 122 EAST 42ND STREET SUITE 1507 NEW YORK NY 101681599 990PF 2023-06-01 208800325 PATRICIA & BERNARD GOLDSTEIN FAMILY FOUNDATION PATR 9149670410 CO GOLDSTEIN-2 MANURSING WAY RYE NY 10580 PATRICIA GOLDSTEIN PRESIDENT 9149670410 2026-01-27 1 0 NEIL D ASH P00110544 2129531250 2026-01-27 2023 2025-03-06 01:10:19Z X X 24189561 X 13158955 72866 72866 213524 213524 4759120 17185536 4759120 18204465 5045510 0 0 0 9800 0 9800 117759 117193 0 127559 117193 9800 521000 521000 648559 117193 530800 17555906 4928317 26827 3536692 10514873 10589136 3094800 3645239 4251290 2484571 8253293 9349135 9142890 22413405 24189561 4490 46299 4490 46299 X 0 0 0 0 9138400 22367106 9138400 22367106 9142890 22413405 9138400 17555906 0 26694306 4327200 22367106 PUBLICALY TRADED SECURITIES P 8958278 8838053 120225 120225 PUBLICALY TRADED SECURITIES P 356882 343163 13719 13719 10,000 SHARES ELI LILLY D 2023-03-13 2024-04-11 7702013 3245200 4456813 4456813 CAPITAL GAINS DIVIDENDS P 168363 168363 168363 4759120 68504 0 68504 0 68504 5546 0 0 0 8356 0 60148 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 N/A TAXPAYER 2129531250 C/O ASH PARSONT-122 EAST 42 STREET 1507 NEW YORK NY 10168 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PATRICIA GOLDSTEIN 2 MANURSING WAY RYE NY 10580 PRESIDENT/DIRECTOR 0.00 0 0 0 BERNARD GOLDSTEIN 2 MANURSING WAY RYE NY 10580 VP/DIRECTOR 0.00 0 0 0 NANCY B REBOLD 15 ARROWHEAD WAY WESTON CT 06883 VP/DIRECTOR 0.00 0 0 0 MARK H GOLDSTEIN 2900 PARADISE DRIVE TIBURIN CA 94920 TREASURER/DIRECTOR 0.00 0 0 0 VICKIE NICHOLS GOLDSTEIN 4669 7TH AVE BOULDER CO 80304 SECRETARY/DIRECTOR 0.00 0 0 0 NONE 0 UBS FINANCIAL SERVICES 1285 AVENUE OF THE AMERICAS NEW YORK NY 10019 MANAGEMENT & ADVISORY 112975 0 0 14146546 33897 0 14180443 0 0 14180443 212707 13967736 698387 698387 68504 68504 629883 0 629883 0 629883 530800 0 530800 629883 345283 0 0 530800 345283 0 0 185517 0 0 0 0 0 0 0 0 444366 0 0 0 X COMMUNITY FOUNDATION BOULDER COUNTY 1123 SPRUCE STREET BOULDER CO 80302 NONE PC FOR OPERATIONS 125000 REDWOOD HIGH SCHOOL FOUNDATION 395 DOHERTY DR LAKESPUR CA 94939 NONE PC FOR OPERATIONS 20000 UNIVERSITY OF PENNSYLVANIA 2929 WALNUT STREET PHILADELPHIA PA 19104 NONE PC FOR OPERATIONS 25000 DIGITAL HEALTH HUB FOUNDATION 2900 PARADISE DRIVE TIBURON CA 94920 NONE PC FOR OPERATIONS 30000 ED SNIDER YOUTH HOCKEY FOUNDATION 2900 PARADISE DRIVE TIBURON CA 94920 NONE PC FOR OPERATIONS 25000 SON OF SAINT 2308 ST PHILLIPS STREET NEW ORLEANS LA 70119 NONE PC FOR OPERATIONS 10000 KIDSMART 4216 IBERVILLE ST NEW ORLEANS LA 70119 NONE PC FOR OPERATIONS 25000 HER JUSTICE 100 BROADWAY NEW YORK NY 10005 NONE PC FOR OPERATIONS 15000 VIDEO VELOCITY 3020 ROYAL STREET NEW ORLEANS LA 70017 NONE PC FOR OPERATIONS 25000 SON OF SAINT 2308 ST PHILLIPS ST NEW ORLEANS LA 70019 NONE PC FOR OPERATIONS 5000 WINSTON RHEA SCHOLARS POB 850601 NEW ORLENS LA 70185 NONE PC FOR OPERATIONS 10000 TULANE CENTER FOR PUBLIC SERVICE 1555 POYDRAS STREET NEW ORLEANS LA 70112 NONE PC FOR OPERATIONS 45000 NY HISTORICAL SOCIETY 170 CENTRAL PARK WEST NEW YORK NY 10024 NONE PC FOR OPERATIONS 25000 OCEAN FOUNDATION 1320 19TH ST NW WASHINGTON DC 20036 NONE PC FOR OPERATIONS 10000 MT SINAI 1 GUSTAVE LEVY PLACE NEW YORK NY 10029 NONE PC FOR OPERATIONS 50000 ROUNDABOUT THEATRE 231 W 39 STREET NEW YORK NY 10018 NONE PC FOR OPERATIONS 50000 DOCTORS WITHOUT BORDERS 40 RECTOR STREET NEW YORK NY 10006 NONE PC FOR OPERATIONS 1000 SMITH COLLEGE 33 ELM STREET NORTHAMPTON MA 01063 NONE PC FOR OPERATIONS 25000 521000 0 14 72866 14 213524 18 4759120 0 5045510 0 5045510 0 0 0 0 0 0 0 0 0 0 X X 1 ESTATE OF BERNARD GOLDSTEIN 2 MANURSING WAY RYE NY 10580 69360 X 2 ESTATE OF BERNARD GOLDSTEIN 2 MANURSING WAY RYE NY 10580 5488787 X 3 PATRICIA GOLDSTEIN 2 MANURSING WAY RYE NY 10580 7572400 X 1 2,000 SHARES HEINZ CO 69360 2023-11-22 2 342,193.673 SHARES FIDELITY CONTRAFUND 5488787 2023-11-24 3 10,000 SHARES ELI LILLY 7572400 2024-04-09 ACCOUNTING 9800 0 9800 ALPHABET 68031 173960 AMERICAN INTERNATIONAL GROUP 20980 39410 BARRICK GOLD 101138 102540 COCO COLA 193474 251720 COLGATE PALMOLIVE 62630 92960 CVS HEALTH 201825 178800 DUPONT DE NEMOURS 169802 205400 EQUITY RESIDENTIAL 83770 65030 GENERAL MILLS 300264 481250 KIMBERLY CLARK 121280 133300 KINDER MORGAN 75243 97450 KRAFT HEINZ 481087 318330 MEDTRONIC 127205 81370 META PLATFORMS 29843 70025 NESTLE 215419 318900 NEWMONT 120105 96462 PFIZER 160660 143300 PHILLIPS 66 223909 426330 RAYTHEON TECHNOLOGIES 158526 215620 WELLS FARGO 32265 59920 3M CO 71676 50070 BRISTOL MYERS SQUIBB 209194 164360 SOLVENTUM 13169 7418 WILLIAMS COS 403744 477365 10514873 10589136 0 0 ISHARES US REAL ESTATE AT COST 86140 86670 ISHARES MSCI EMERGING MARKETS AT COST 108965 104475 SPDR S&P BIOTECH AT COST 131952 89130 UTILITIES SECTOR SPDR AT COST 242335 290880 VANGUARD REAL ESTATE ETF AT COST 81049 83240 DFA JAPANESE SMALL COMPANY AT COST 172658 150253 MATTHEWS ASIA DIVIDEND AT COST 229336 141331 TWEEDY, BROWNE INTERNATIONAL AT COST 250518 284144 DOUBLE LINE TOTAL RETURN AT COST 541386 490809 FIRST EAGLE GLOBAL FUNDS AT COST 223734 223864 FPA CRESCENT FUND AT COST 292211 326559 PERMANENT PORTFOLIO AT COST 78877 90733 EIC VALUE AT COST 150000 151997 FIDELITY CONTRAFUND AT COST 5664132 6835050 EXCESS OF FAIR MARKET VALUE OVER COST ON DONATED SECURITIES 4327200 MISCELLANEOUS EXPENSES 566 0 0 INVESTMENT FEES 117193 117193 0 CASH OVERDRAFT 0 32519 CALLS AND OPTIONS 4490 13780