2024-11-15T11:48:17-06:00 2023-12-31 FULVIO & ASSOCIATES LLP 5 W 37TH STREET 4TH FL NEW YORK NY 10018 990PF 2023-01-01 061576951 THE ORENSTEIN FAMILY FOUNDATION % EDWARD Y ORENSTEIN OREN 2036563546 68 STEPHEN MATHER ROAD DARIEN CT 06820 EDWARD ORENSTEIN OFFICER 2036563546 2024-11-15 true true Gennaro J Fulvio CPA P00531238 2124903113 2024-11-15 2023 2024-10-15 13:58:12Z X 1320205 X 0 X 44730 44730 56669 1631355 56669 101399 101399 0 2000 1000 0 1000 5528 5528 7528 6528 0 1000 53250 53250 60778 6528 0 54250 40621 94871 184739 312307 312307 1047952 716760 668998 244245 246643 128825 128825 92257 1361516 1402137 1320205 0 0 X 1361516 1402137 1361516 1402137 1361516 1402137 1361516 40621 1402137 1402137 PUBLICLY TRADED SECURITIES P 1631355 1574686 56669 56669 56669 1319 1319 1319 714 0 714 605 false false false false false false false true true CT true false true false false true N/A EDWARD Y ORENSTEIN 2036563546 68 STEPHEN MATHER ROAD DARIEN CT 06820 false false false false false false false false false false false false false false false false false false false false false false EDWARD Y ORENSTEIN 68 STEPHEN MATHER ROAD DARIEN CT 06820 TRUSTEE 5.0 0 0 0 CLAIRE ORENSTEIN 68 STEPHEN MATHER ROAD DARIEN CT 06820 TRUSTEE 5.0 0 0 0 N/A NONE 622605 701704 92257 1416566 0 1416566 21248 1395318 69766 69766 1319 1319 68447 68447 68447 54250 0 0 0 0 54250 68447 48548 2021 2020 2019 0 54250 48548 5702 0 0 0 0 62745 0 0 EDWARD Y ORENSTEIN X DUKE UNIVERSITY 324 BLACKWELL ST WASHINGTON BLDG N DURHAM NC 27701 NONE PC TO AID DUKE UNIVERSITY IN ITS EXEMPT FUNCTIONS. 9000 NUNTUCKET STUDENT LACROSSE PO BOX 2361 NANTUCKET MA 02584 NONE PC TO HELP ORGANIZATION IN ITS EXEMPT FUNCTIONS 2500 NORWALK HOUSING AUTHORITY FOUNDATION 24 1/2 MONROE STREET NORWALK CT 06854 NONE PC TO HELP ORGANIZATION IN ITS EXEMPT PURPOSE 15000 America Gives 228 Park Ave 71410 NEW YORK NY 10003 NONE PC TO HELP ORG. IN ITS EXEMPT FUNCTION 5000 DARIEN NATURE CENTER 120 BROOKSIDE ROAD DARIEN CT 06820 NONE PC TO HELP ORG IN ITS EXEMPT FUNCTION 1500 FAIRFIELD THEATRE COMPANY 70 SANFORD ST FAIRFIELD CT 06824 NONE PC TO HELP ORG. IN ITS EXEMPT FUNCTION 10750 THE GREAT HARBOR YATCH FOUNDATION 96 WASHINGTON ST NANTUCKET MA 02854 NONE PC TO HELP ORG. IN ITS EXEMPT FUNCTION 5000 NANTUCKET SHELLFISH ASSOCIATION 10S BEACH STREET NANTUCKET MA 02554 NONE PC TO HELP ORG. IN ITS EXEMPT FUNCTION 2500 NORWALK GRASSROOTS TENNIS & EDUCATION INC 11 INQALLS AVE NORWALK CT 06854 NONE PC TO HELP ORG. IN ITS EXEMPT FUNCTION 1000 PARTNERS IN HEALTH 800 BOYLSOTON ST SUITE 300 BOSTON MA 02199 NONE PC TO HELP ORG. IN ITS EXEMPT FUNCTION 2500 SYRACUSE UNIVERSITY 640 SKYTOP ROAD SYRACUSE NY 13244 NONE PC TO HELP ORG. IN ITS EXEMPT FUNCTION 2500 TOWN OF NANTUCKET NATURAL RESOURCE DEVELOPMENT 16 BROAD STREET NANTUCKET MA 02554 NONE PC TO HELP ORG. IN ITS EXEMPT FUNCION 5000 KING SCHOOL ANNUAL FUND 1450 NEWFAIFIELD AVE STAMFORD CT 06905 NONE PC TO HELO ORG. IN ITS EXEMPT FUNCTION 1000 NORWALK HOUSING AUTHORITY FOUNDATION 241/2 MONROE STREET NORWALK CT 06854 NONE PC CHECK RETURNED -10000 53250 14 44730 18 56669 101399 101399 false false false false false false false false false false ACCOUNTING FEES 2000 1000 1000 US TREASURY BILL APRIL 04,2024 244245 246643 250000 CORPORATE STOCKS/ MUTURAL FUND COHEN AND STEERS -2779 SHS 29491 27723 BERKSHIRE HALTHWAY -250 79132 89165 FIDELITY ADV HEALTH CARE 986 60000 65688 PRINCIPAL MIDCAP FUND 1735 48315 66455 VANGUARD SMALL CAP 503 97603 107305 VANGUARD HIGH DVD YIELD 1010 111251 11243 VANGUARD FTSE DEVELPOED 2279 104503 109167 ISHARES MSCI EMERGING 2250 88436 90473 VANGUARD SMALL CAP VALUE 101 18029 18111 BLACKSTONE REAL ESTATE 3029.86 40000 43412 STARWOOD REAL ESTATE 1684.2890 40000 40256 BITCOIN-2.2 128825 128825 92257 ADVISORY FEES 4077 4077 STYLE MANAGER FEES 215 215 ADR/MISCLLANEOUS 630 630 ACCOUNT MANAGEMENT FEES 430 430 BANK CHARGES 176 176 FOREIGN TAX WITHHELD