2024-11-06T14:43:01-06:00 2023-12-31 873707167 CBIZ MARKS PANETH LLC 685 THIRD AVENUE NEW YORK NY 10017 990PF 2023-01-01 274672562 THE KAREN W MILLER & BARRY H MILLER FAMILY FOUNDATION KARE 5086984620 229 VIA PALACIO PALM BEACH GARDENS FL 334186222 BARRY MILLER MANAGER 5086984620 2024-11-06 1 0 MENDY SCHMOOKLER P01269333 2125038800 2024-11-06 2023 2024-10-15 13:58:12Z X 3065040 X X 48861 48478 32393 295104 32393 81254 80871 0 0 0 14527 14527 0 19750 9875 9875 19541 19541 0 20841 118 0 74659 44061 9875 161000 161000 235659 44061 170875 -154405 36810 36596 89350 89350 331485 156250 147636 1301634 1269710 2828054 1669715 1515310 3065040 0 0 X 0 0 0 0 1669715 1515310 1669715 1515310 1669715 1515310 1669715 -154405 0 1515310 0 1515310 PUBLICY TRADED STOCKS P 2022-05-23 2023-12-31 295104 262711 32393 32393 32393 512 0 512 0 512 2000 0 2000 0 4000 0 3488 3488 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 N/A KAREN MILLER AND BARRY MILLER 5086984620 229 VIA PALACIO PALM BEACH GARDENS FL 334186222 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 KAREN MILLER 229 VIA PALACIO PALM BEACH GARDENS FL 334186222 TRUSTEE 0.50 0 0 0 BARRY MILLER 229 VIA PALACIO PALM BEACH GARDENS FL 334186222 TRUSTEE 0.50 0 0 0 NONE 0 NONE 0 0 2958499 41419 0 2999918 0 0 2999918 44999 2954919 147746 147746 512 512 147234 0 147234 0 147234 170875 0 170875 147234 3869 0 0 170875 3869 0 0 147234 19772 0 0 19772 0 0 0 0 0 0 0 19772 19772 BARRY MILLER X FOUNDATION TO COMBAT ANTI-SEMITISM INC 1 PATRIOT PL FOXBORO MA 02035 PC TO FURTHER DONEE'S EXEMPT PURPOSE 18000 FRIENDS OF THE ISRAEL DEFENSE FORCES PO BOX 4224 NEW YORK NY 10163 PC TO FURTHER DONEE'S EXEMPT PURPOSE 40000 JEWISH FEDERATION OF PALM BEACH COUNTY 4601 COMMUNITY DRIVE WEST PALM BEACH FL 33417 PC TO FURTHER DONEE'S EXEMPT PURPOSE 36000 PALM HEALTH FOUNDATION 700 S DIXIE HWY 205 WEST PALM BEACH FL 33401 PC TO FURTHER DONEE'S EXEMPT PURPOSE 5000 ST JUDE CHILDREN'S RESEARCH HOSPITAL 501 ST JUDE PLACE MEMPHIS TN 38105 PC TO FURTHER DONEE'S EXEMPT PURPOSE 5000 TEMPLE SHIR TIKVA 141 BOSTON POST ROAD WAYLAND MA 01778 PC TO FURTHER DONEE'S EXEMPT PURPOSE 2000 THE GOVERNOR'S ACADEMY 1 ELM STREET BYFIELD MA 01922 PC TO FURTHER DONEE'S EXEMPT PURPOSE 50000 THE RAYMOND F KRAVIS CENTER FOR THE PERFORMING ARTS INC 701 OKEECHOBEE BOULEVARD WEST PALM BEACH FL 33401 PC TO FURTHER DONEE'S EXEMPT PURPOSE 5000 161000 0 14 48861 18 32393 0 81254 0 81254 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES - CBIZ MARKS PANETH 19750 9875 9875 AGILENT TECHNOLOGIES INC COM - 400 SHARES 27512 55612 AIR PRODS & CHEMS INC - 200 SHARES 16937 54760 ALPHABET (GOOGLE) INC CL A - 2000 SHARES 41389 279380 ALPHABET (GOOGLE) INC CL C - 1200 SHARES 23910 169116 AMGEN INC COM - 250 SHARES 43195 72005 ATMOS ENERGY CORP COM - 400 SHARES 40393 46360 BERKSHIRE HATHAWAY INC DEL CL A - 1 SHARE 117427 542625 BORGWARNER INC COM - 650 SHARES 28792 23303 CLEAN HBRS INC COM 100 SHARES 15620 17451 COCA COLA COMPANY - 1,200 SHARES 48480 70716 COLUMBIA BKG SYS INC COM 1,000 SHARES 23158 26680 COMCAST CORP CL A - 1,000 SHARES 56981 43850 DOUGLAS DYNAMICS INC - 1,000 SHARES 13824 29680 EATON CORPORATION PLC SHS - 739 SHARES 42002 177966 ELECTRONIC ARTS INC COM - 375 SHARES 49575 51304 FIDELITY NATL INFORMATION SVC INC COM - 585 SHARES 60346 35141 FMC CORP NEW - 500 SHARES 40729 31525 GE HEALTHCARE TECHNOLOGIES INC COM 500 SHARES 38880 38660 HOME DEPOT INC - 500 SHARES 18525 173275 INDEPENDENT BK CORP MASS COM - 500 SHARES 39290 32905 JOHNSON & JOHNSON - 500 SHARES 33284 78370 LABORATORY CORP AMER HOLDINGS COM NEW - 165 SHARES 27003 37503 LANCASTER COLONY CORP - 270 SHARES 16323 44925 LITTELFUSE INC - 200 SHARES 18418 53512 MARTIN MARIETTA MATLS INC COM - 200 SHARES 49900 99782 MONDELEZ INTL INC CL A - 480 SHARES 18024 34766 OMEGA HEALTHCARE INVS INC COM - 1,100 SHARES 41024 33726 ORACLE CORP COM - 650 SHARES 42256 68530 PEPSICO INC - 400 SHARES 27942 67936 PFIZER INC COM - 1,275 SHARES 44893 36707 PFIZER INC COM - 400 SHARES 15411 11516 PROCTER & GAMBLE CO COM 68360 73270 TARGET CORP COM - 380 SHARES 27717 54120 UNION PACIFIC CORP COM - 200 SHARES 19365 49124 WASTE CONNECTIONS INC COM - 750 SHARES 32825 111953 156250 147636 0 0 LEGAL FEES - PROSKAUER & HOLLAND KNIGHT 14527 14527 0 INVESTMENT EXPENSES - PERSHING LLC 19541 19541 0 FOREIGN TAXES PAID 118 118 0 EXCISE TAXES 20723 0 0