2025-09-12T15:32:28-05:00 2024-12-31 861065772 DELOITTE TAX LLP 1111 BAGBY STREET HOUSTON TX 770022591 990PF 2024-01-01 461626228 KIRMAR FOUNDATION KIRM 2035313815 CO AMCI 600 STEAMOAT RD 3RD FLOOR GREENWICH CT 06830 HANS J MENDE PRESIDENT 2035313815 2025-09-10 1 0 JENNIFER STARRETT P01875774 7139822000 2024 2025-03-06 01:10:19Z X 3423192 X X 136586 136586 57220 397175 57220 193806 193806 0 0 0 0 0 1478 1478 0 0 22612 22612 0 0 24090 24090 0 0 656075 656075 680165 24090 0 656075 -486359 169716 0 32584 324513 324513 3887738 3096301 3098679 1074 0 0 3921396 3420814 3423192 0 0 X 0 0 0 0 3921396 3420814 3921396 3420814 3921396 3420814 3921396 -486359 0 3435037 14223 3420814 UBS B5 #9469 - LONG TERM GAIN 95609 53830 41779 41779 UBS B5 #9469 - SHORT TERM GAIN 300409 286125 14284 14284 UBS #9469 - LTCG DISTRIBUTIONS P 1157 1157 1157 57220 14284 2359 0 2359 0 2359 1611 0 1400 0 3011 0 652 652 0 0 0 0 0 0 0 0 0 0 0 0 1 PA 1 0 0 0 0 1 N/A HANS J MENDE 2035313815 C/O AMCI 600 STEAMOAT RD 3RD FLOOR GREENWICH CT 06830 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 HANS J MENDE C/O AMCI 600 STEAMBOAT RD 3RD FLOOR GREENWICH CT 06830 PRESIDENT AND DIRECTOR 1.00 0 0 0 RAYMOND P PARKER WILLIAMS COULSON ONE GATEWAY CENTER PITTSBURGH PA 15222 SECRETARY AND DIRECTOR 1.00 0 0 0 KRISTINA STEWART 10 GREAT HILL ROAD DARIEN CT 06830 TREASURER AND DIRECTOR 5.00 0 0 0 JOHN LOUIZOS ESQ 600 SUMMER STREET STAMFORD CT 06901 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 4086101 32190 0 4118291 0 0 4118291 61774 4056517 202826 202826 2359 2359 200467 0 200467 0 200467 656075 0 656075 200467 38912 0 0 656075 38912 0 0 200467 416696 0 0 416696 0 0 0 0 0 0 0 416696 416696 X JDRF 200 VESEY STREET 28TH FLOOR NEW YORK NY 10281 PC CHARITABLE 10000 LUCKY DOG REFUGE 36 PULASKI ST STAMFORD CT 06902 POF CHARITABLE 381075 THE AVON THEATRE FILM CENTER 272 BEDFORD ST STAMFORD CT 06901 PC CHARITABLE 60000 INSPIRICA INC 141 FRANKLIN ST STAMFORD CT 06901 PC CHARITABLE 5000 456075 0 14 136586 18 57220 0 193806 0 193806 0 0 0 0 0 0 0 0 0 0 LUCKY DOG REFUGE 36 PULASKI STREET STAMFORD CT 06902 2023-10-12 120000 CHARITABLE EXPENSES 120000 N/A 1/1/23 THROUGH 12/31/23 GRANT FUNDS WERE EXPENDED IN FULL IN COMPLIANCE WITH THE TERMS OF THE GRANT AND ACHIEVED THE PURPOSE FOR WHICH THE GRANT WAS MADE. LUCKY DOG REFUGE 36 PULASKI STREET STAMFORD CT 06902 2024-12-31 381075 CHARITABLE EXPENSES 381075 N/A 1/1/24 THROUGH 12/31/24 GRANT FUNDS WERE EXPENDED IN FULL IN COMPLIANCE WITH THE TERMS OF THE GRANT AND ACHIEVED THE PURPOSE FOR WHICH THE GRANT WAS MADE. U S TREASURY BILL AT COST 549231 549231 AMGEN INC AT COST 443088 443088 BRISTOL MYERS SQUIBB CO AT COST 113120 113120 CVS HEALTH CORP AT COST 44890 44890 DOW INC AT COST 40130 40130 DUPONT DE NEMOURS INC AT COST 76250 76250 EQUITY RESIDENTIAL SBI AT COST 71760 71760 GENL DYNAMICS CORP AT COST 184443 184443 GENL MILLS INC AT COST 127540 127540 INTEL CORP AT COST 20050 20050 KIMBERLY CLARK CORP AT COST 65520 65520 KRAFT HEINZ CO/THE AT COST 15355 15355 MEDTRONIC PLC AT COST 39940 39940 NOVARTIS AG SPON ADR AT COST 107041 107041 PEPSICO INC AT COST 53221 53221 PFIZER INC AT COST 26530 26530 RTX CORP AT COST 81004 81004 SANDOZ GROUP AG SPON ADR AT COST 8910 8910 WELLS FARGO & CO NEW AT COST 70240 70240 WILLIAM COS INC AT COST 151536 151536 SPDR S&P BIOTECH ETF AT COST 270180 270180 UTILITIES SECTOR SPDR FUND ETF AT COST 75690 75690 VANGUARD VALUE ETF AT COST 169300 169300 VANGUARD REAL ESTATE ETF AT COST 89080 89080 DOUBLE LINE TOTAL RETURN FUND INSTL AT COST 202252 204630 UBS CLEARING 1074 0 0 UNREALIZED GAIN/LOSS 13149 PRIOR PERIOD ADJUSTMENT 1074 UBS FEES 22517 22517 0 0 JP MORGAN FEES 95 95 0 0 FOREIGN TAX PAID 1478 1478 0 0