2024-11-13T14:10:48-06:00 2024-07-31 812950760 SAX LLP 389 INTERPACE PARKWAY STE 3 PARSIPPANY NJ 07054 990PF 2023-08-01 133755228 THE CHRISTINE AND JAIME YORDAN FOUNDATION CHRI 9176927412 10701 BELVEDERE SQUARE VERO BEACH FL 32963 JAIME E YORDAN TRUSTEE 9176927412 2024-11-13 1 1 JOSEPH J BULGER P01366942 9734726250 2024-11-13 2023 2024-10-15 13:58:12Z X 1754904 X X 16160 16160 22017 22017 59218 264505 59218 97395 97395 0 0 0 4104 4104 0 4104 4104 0 119500 119500 123604 4104 119500 -26209 93291 345182 250085 250085 1057991 1126879 1504819 1403173 1376964 1754904 0 0 X 1403173 1376964 0 0 0 0 1403173 1376964 1403173 1376964 1403173 -26209 0 1376964 0 1376964 252 SHS DELL TECHNOLOGIES INC P 2023-04-18 2024-07-29 28116 11222 16894 16894 93 SHS OMNICOM GROUP P 2023-06-28 2024-07-29 8897 8968 -71 -71 72 SHS CATERPILLAR INC P 2022-11-02 2024-07-29 24853 15594 9259 9259 5 SHS ELI LILLY & CO P 2021-01-08 2024-07-29 4037 829 3208 3208 21 SHS ORACLE CORPORATION P 2023-02-14 2024-07-29 2912 1873 1039 1039 18 SHS ALLSTATE CORP P 2023-06-28 2024-07-29 3057 1957 1100 1100 9 SHS JPMORGAN CHASE P 2023-06-28 2024-07-29 1896 1245 651 651 66 SHS ROSS STORES P 2023-02-14 2024-05-17 8755 7697 1058 1058 76 SHS MCDONALDS CORP P 2021-01-08 2024-02-12 21988 16360 5628 5628 15 SHS EATON CORP P 2021-01-08 2024-01-30 3753 1894 1859 1859 139 SHS INTERNATIONAL PAPER CO P 2021-01-08 2024-01-30 5054 6748 -1694 -1694 4 SHS CATEPILLAR INC P 2022-11-02 2024-01-30 1219 866 353 353 5 SHS KLA CORP P 2022-01-18 2023-11-13 2642 2124 518 518 857 SHS AT&T INC P 2021-05-17 2023-11-13 13366 19206 -5840 -5840 12 SHS CONOCOPHILLIPS P 2022-03-01 2023-09-15 1497 1163 334 334 14 SHS BLACKROCK INC P 2021-01-08 2023-09-15 9764 10543 -779 -779 9 SHS EATON CORP P 2021-01-08 2023-09-15 1953 1136 817 817 30 SHS ELI LILLY & CO P 2021-01-08 2023-09-15 17332 4974 12358 12358 36 SHS UNITED HEALTH GROUP P 2021-01-08 2023-09-08 17286 12997 4289 4289 17 SHS EATON CORP P 2021-01-08 2023-09-08 3997 2146 1851 1851 22 SHS META PLATFORMS P 2024-02-12 2024-07-29 10267 10352 -85 -85 43 SHS ASTRAZENECA PLC P 2023-09-15 2024-07-29 3383 2939 444 444 45 SHS ROSS STORES P 2023-06-28 2024-05-17 6135 5018 1117 1117 3 SHS MIRCROSOFT CORP P 2023-11-13 2024-02-12 1246 1100 146 146 268 SHS CVS HEALTH CORP P 2023-09-08 2024-02-12 20484 17609 2875 2875 383 SHS VERIZON COMMUNICATIONS P 2023-11-13 2024-02-12 15344 13816 1528 1528 51 SHS INTERNATIONAL PAPER CO P 2023-06-28 2024-01-30 1854 1596 258 258 134 SHS GILEAD SCIENCES P 2023-09-15 2023-12-07 10459 11626 -1167 -1167 2 SHS BLACKROCK INC P 2023-06-28 2023-09-15 1395 1367 28 28 212 SHS FASTENAL COMPANY P 2023-01-20 2023-09-08 11564 10322 1242 1242 59218 1297 0 1297 0 1297 403 0 0 0 403 14 908 0 0 0 0 0 0 0 0 0 0 1 1 CT 1 0 0 0 0 1 N/A THE CHRISTINE AND JAIME YORDAN FOUN 9176927412 10701 BELVEDERE SQUARE VERO BEACH FL 32963 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JAIME E YORDAN 10701 BELVEDERE SQUARE VERO BEACH FL 32963 TRUSTEE/PART-TIME 0.00 0 0 0 PETER D YORDAN 10701 BELVEDERE SQUARE VERO BEACH FL 32963 TRUSTEE/PART-TIME 0.00 0 0 0 ISABEL C YORDAN 10701 BELVEDERE SQUARE VERO BEACH FL 32963 TRUSTEE/PART-TIME 0.00 0 0 0 NONE 0 NONE 0 PLEASE NOTE, THE FOUNDATION IS NOT INVOLVED IN ANY DIRECT CHARITABLE ACTIVITIES. ITS PRIMARY PURPOSE IS TO SUPPORT, BY CONTRIBUTIONS, OTHER ORGANIZATIONS EXEMPT UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). 0 0 1357365 303616 0 1660981 0 0 1660981 24915 1636066 81803 81803 1297 1297 80506 0 80506 0 80506 119500 0 119500 80506 0 0 101296 535371 163502 329727 38022 1167918 119500 0 0 0 80506 38994 0 0 1206912 0 0 0 0 0 0 101296 1105616 535371 163502 329727 38022 38994 JAIME E YORDAN X 564 PARK AVENUE PRESERVATION FOUNDATION 564 PARK AVE NEW YORK NY 10065 NONE CHARITY GENERAL/UNRESTRICTED SUPPORT 1000 BALLET VERO BEACH 2135 WINDWARD WAY VERO BEACH FL 32963 NONE CHARITY GENERAL/UNRESTRICTED SUPPORT 1000 CLEVELAND CLINIC INDIAN RIVER FOUNDATION 1000 37TH PLACE VERO BEACH FL 32960 NONE CHARITY GENERAL/UNRESTRICTED SUPPORT 12500 MIDDLEBURY COLLEGE 14 OLD CHAPEL RD MIDDLEBURY VT 05753 NONE CHARITY GENERAL/UNRESTRICTED SUPPORT 20000 ATLANTIC SALMON FEDERATION PO BOX 807 CALAIS ME 04619 NONE CHARITY GENERAL/UNRESTRICTED SUPPORT 25000 BAYOU BEND GARDENS ENDOWMENT 2503 WESTHEIMER ROAD HOUSTON TX 77098 NONE CHARITY GENERAL/UNRESTRICTED SUPPORT 500 MOUNT VERNON LADIES ASSOCIATION BOX 110 MOUNT VERNON VA 22121 NONE CHARITY GENERAL/UNRESTRICTED SUPPORT 6000 GIFFORD YOUTH ACHIEVEMENT CENTER 4875 43RD AVE VERO BEACH FL 32967 NONE CHARITY GENERAL/UNRESTRICTED SUPPORT 500 THE HILL SCHOOL 860 BEECH STREET POTTSTOWN PA 19464 NONE CHARITY GENERAL/UNRESTRICTED SUPPORT 15000 TRUSTEES OF HAMILTON COLLEGE 198 COLLEGE HILL RD CLINTON NY 13323 NONE CHARITY GENERAL/UNRESTRICTED SUPPORT 25000 RIVER OAKS GARDEN CLUB 2503 WESTHEIMER ROAD HOUSTON TX 77098 NONE CHARITY GENERAL/UNRESTRICTED SUPPORT 500 NEW CANAAN LIBRARY 151 MAIN ST NEW CANAAN CT 06840 NONE CHARITY GENERAL/UNRESTRICTED SUPPORT 10000 A CARING CENTER FOR WOMEN 1986 31ST AVE VERO BEACH FL 32960 NONE CHARITY GENERAL/UNRESTRICTED SUPPORT 500 FORUM OF CIVIC FOUNDATION 2503 WESTHEIMER ROAD HOUSTON TX 77098 NONE CHARITY GENERAL/UNRESTRICTED SUPPORT 1000 ASF FAMILY FUND 3015 E NEW YORK STREET AURORA IL 60504 NONE CHARITY GENERAL/UNRESTRICTED SUPPORT 1000 119500 0 14 16160 14 22017 18 59218 US TREASURY REFUND (990-PF). NOT INCLUDABLE IN CURRENT YEAR NII, BECAUSE NOT DEDUCTIBLE AGAINST NII IN PRIOR YEARS. 0 97395 0 97395 0 0 0 0 0 0 0 0 0 0 GOLDMAN SACHS 962-1 576462 726838 GOLDMAN SACHS 464-8 550417 777981 FEES 3945 3945 0 FOREIGN TAXES 159 159 0