2024-07-31T15:06:58-05:00 2023-12-31 420714325 RSM US LLP 1330 POST OAK BLVD STE 2400 HOUSTON TX 77056 990PF 2023-01-01 522098180 STURM ZACHARY FAMILY FOUNDATION STUR 9709483078 PO BOX 410 ASPEN CO 81612 MELANIE STURM PRESIDENT 9709483078 2024-07-31 1 0 LAURIE A WESTON P00314430 7136253500 2024-07-31 2023 2024-08-08 14:25:15Z X 453896 X 98143 3023 3023 6332 6332 8757 97011 8757 116255 18112 0 0 0 145 8 0 797 797 0 942 805 0 104560 104560 105502 805 104560 10753 17307 31521 21207 21207 2720 2583 2583 175771 128959 351497 52431 61365 57462 57128 24467 20985 0 162 162 319571 238743 453896 0 4668 0 4668 X 319571 234075 319571 234075 319571 238743 319571 10753 144 330468 96393 234075 GS #4518 LT COVERED PUBLICLY TRADED SECURITIES 85811 77475 8336 8336 GS #4518 ST COVERED PUBLICLY TRADED SECURITIES 11200 10779 421 421 8757 241 0 241 0 241 2583 0 0 0 2583 0 2342 2342 0 0 0 0 0 0 0 0 0 0 0 1 1 CO 1 0 0 0 0 1 N/A MELANIE STURM 9709483078 PO BOX 410 ASPEN CO 81612 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MELANIE L STURM PO BOX 410 ASPEN CO 81612 PRESIDENT 1.00 0 0 0 MARC G ZACHARY PO BOX 410 ASPEN CO 81612 VICE PRESIDENT 1.00 0 0 0 NONE 0 NONE 0 0 243236 62329 2583 308148 0 0 308148 4622 303526 15176 15176 241 241 14935 0 14935 0 14935 104560 0 104560 14935 0 0 82608 78904 89806 98520 83632 433470 104560 0 0 0 14935 89625 0 0 523095 0 0 0 0 0 0 82608 440487 78904 89806 98520 83632 89625 MELANIE L STURM MARC G ZACHARY X CHABAD - JCC ASPEN 435 WEST MAIN STREET ASPEN CO 81611 NONE PC EDUCATIONAL AND HUMANITARIAN PROGRAM SUPPORT 3600 CLARION PROJECT 2435 NORTH CENTRAL EXPRESSWAY SUITE 1280 RICHARDSON TX 75080 NONE PC EXTREMISM WATCH DOG PROGRAM SUPPORT 2000 JEWISH COLORADO 300 S DAHLIA STREET SUITE 300 DENVER CO 80246 NONE PC COMMUNITY SUPPORT 20000 JINSA 1101 14TH STREET NW SUITE 1030 WASHINGTON DC 20005 NONE PC PROMOTE STRATEGIC COOPERATION AND EDUCATION FOR NATIONAL SECURITY 2500 OPENDOR MEDIA 11110 W OAKLAND PARK BLVD SUITE 288 SUNRISE FL 333516808 NONE PC JEWISH CULTURE EDUCATION THROUGH VARIOUS MEDIA SOURCES 2000 THEATRE ASPEN 110 E HALLAM ST 126 ASPEN CO 81611 NONE PC EVENT SPONSORSHIP AND PRODUCTION SUPPORT 60000 ASPEN HOPE CENTER PO BOX 1115 BASALT CO 81621 NONE PC MEDICAL SUPPORT 1000 AMERICAN FRIENDS OF KEHILLAT NOFEI HASHEMESH 525 CHESTNUT ST STE 204 CEDARHURST NY 11516 NONE PC SUPPORT FUNDS TO CARRY OUT PURPOSE OF KEHILLAT NOFEI HASHEMESH 500 THE SHALEM FOUNDATION 845 THIRD AVENUE SIXTH FLOOR NEW YORK NY 10022 NONE PC SUPPORT SHALEM MENTAL HEALTH NETWORK 1800 AJCC 8633 N SAINT CLAIR STREET CHICAGO IL 60611 NONE PC SUPPORT SURGICAL PATIENTS AND ETHICAL PRACTICE ENVIRONMENT 500 FRIENDS OF THE IDF PO BOX 4224 NEW YORK NY 10163 NONE PC SUPPORT SOLDIERS HUMANITARIAN NEEDS 2860 ASPEN VOLUNTEER FIRE INC 420 E HOPKINS AVE ASPEN CO 81611 NONE PC FIRE DEPARTMENT SUPPORT 1000 ASPEN FLIGHT ACADEMY PO BOX 4628 ASPEN CO 81612 NONE PC SUPPORT ADULTS AND YOUTH ASPIRING PILOT AIRCRAFT 5000 JEWISH INSTITUTE FOR LIBERAL VALUES 2935 E MAIN STREET UNIT 9406 COLUMBUS OH 43209 PC HELP JEWISH ORGANIZATIONS AND INDIVIDUALS HOLD CONSTRUCTIVE CONVERSATIONS ABOUT CSJ AND ENSURE BALANCED APPROACHES 1800 104560 0 14 3023 14 6332 18 8757 0 18112 0 18112 0 0 0 0 0 0 0 0 0 0 X X 1 MELANIE L STURM PO BOX 410 ASPEN CO 81612 49071 X X 2 MARC G ZACHARY PO BOX 410 ASPEN CO 81612 49072 X X 1 250 SHARES SNOWFLAKE INC. 0 2023-12-26 1 50 SHARES SNOWFLAKE INC. 9597 2023-12-12 1 50 SHARES SNOWFLAKE INC. 9717 2023-12-13 1 50 SHARES SNOWFLAKE INC. 9949 2023-12-15 1 50 SHARES SNOWFLAKE INC. 9980 2023-12-19 1 50 SHARES SNOWFLAKE INC. 9828 2023-12-26 2 250 SHARES SNOWFLAKE INC. 0 2023-12-26 2 50 SHARES SNOWFLAKE INC. 9597 2023-12-12 2 50 SHARES SNOWFLAKE INC. 9718 2023-12-13 2 50 SHARES SNOWFLAKE INC. 9949 2023-12-15 2 50 SHARES SNOWFLAKE INC. 9980 2023-12-19 2 50 SHARES SNOWFLAKE INC. 9828 2023-12-26 GS ETF TRUST - GOLDMAN SACHS A CMN SERIES ETF (460 SHS) 33748 30558 GS ETF TRUST - GOLDMAN SACHS A ETF (608 SHS) 27617 26904 ALPHABET INC. (GOOGL) (180 SHS) 9107 25144 AMEX CONSUMER STAPLES SELECT FUND 'SPDR' (XLP) (340 SHS) 24789 24490 GROCERY OUTLET HOLDING CORP (GO) (25 SHS) 844 674 ISHARES MSCI UNITED KINGDOM ETF (EWU) (236 SHS) 8017 7800 LUMEN TECHNOLOGIES, INC (LUMN) (839 SHS) 13995 1535 MASTERCARD INC (MA) (25 SHS) 4412 10663 MICROSOFT CORP (MSFT) (100 SHS) 8108 37604 SNOWFLAKE INC (SNOW) (700 SHS) 2450 139300 SPDR S&P 500 ETF TRUST (SPY) (85 SHS) 25580 40401 TECHNOLOGY SELECT INDEX 'SPDR' (XLK) (150SHS) 14202 28872 VISA INC (V) (35 SHS) 3760 9112 WALMART INC (WMT) (70 SHS) 5960 11036 WALT DISNEY COMPANY (DIS) (38 SHS) 1843 3431 YETI HOLDINGS INC (YETI) (200 SHS) 5350 10356 ZOOM VIDEO COMMUNICATIONS INC (ZM) (15 SHS) 542 1079 GS COMMODITY STRATEGY FUND (GGRPX) (5,840 SHS) AT COST 24467 20985 DIVIDENDS RECEIVABLE 162 162 STOCK CONTRIBUTION RECEIVED BASIS ADJUSTMENT FOR BOOK 96393 INVESTMENT FEES 797 797 0 TIMING DIFFERENCES/ OUTSTANDING DIVIDENDS 144 OPEN SNOWFLAKE INC. CALL OPTIONS 0 4668 EXCISE TAXES 137 0 0 FOREIGN TAXES 8 8 0