2026-08-24T15:12:09-05:00 2025-12-31 334358135 SAX ADVISORS LLC 389 INTERPACE PARKWAY STE 3 PARSIPPANY NJ 07054 990PF 2025-01-01 134133103 THE LANIE AND ETHEL FOUNDATION LANI 9142859800 ISAAC SAUFER 1 N BROADWAY 12TH FL WHITE PLAINS NY 10601 ISAAC SAUFER TRUSTEE 9142859800 2026-08-21 1 HELENA LYNCH P00611142 9734726250 2026-08-19 2025 2025-03-06 01:10:19Z X 2632686 X 0 X 881 881 62135 62135 50941 225701 50941 113957 113957 0 0 0 47952 23976 23976 3552 926 0 10982 60 10922 62486 24962 34898 128000 128000 190486 24962 162898 -76529 88995 53328 39883 39883 1797287 2093767 2093767 471683 499036 499036 2322298 2632686 2632686 0 0 X 2322298 2632686 2322298 2632686 2322298 2632686 2322298 -76529 386917 2632686 0 2632686 VANGUARD MORTGAGE-BACKED SEC 2024-11-25 2025-10-09 35962 35393 569 569 VANGUARD MORTGAGE-BACKED SEC 2024-11-25 2025-10-09 5340 5261 79 79 FIDELITY INTL INDX 2023-12-18 2025-06-06 4681 3828 853 853 FIDELITY 500 INDEX FUND 2024-01-01 2025-10-09 18923 15159 3764 3764 ISHARES-MSCI EAGE INTL-K 2016-09-16 2025-06-06 9056 5882 3174 3174 SIX CIRCLES INTL UNCON EQ 2021-10-21 2025-06-06 9398 8128 1270 1270 SIX CIRCLES CREDIT OPPORT 2024-01-01 2025-10-09 37964 37012 952 952 APPLE INC 2013-03-27 2025-06-30 2025 161 1864 1864 APPLE INC 2013-03-27 2025-06-30 8189 640 7549 7549 FIDELITY 500 INDEX FUND 2024-11-25 2025-07-01 18506 17857 649 649 FIDELITY 500 INDEX FUND 2024-11-25 2025-10-09 28909 25737 3172 3172 SIX CIRCLES INTL UNCON EQ 2024-12-17 2025-06-06 23280 19702 3578 3578 CAPITAL GAINS DIVIDENDS P 23468 23468 23468 50941 1237 0 1237 0 1237 1860 0 0 0 1860 2 621 621 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 N/A THE LANIE ETHEL FOUNDATION 9142859800 C/O ISAAC SAUFER 1 N BROADWAY 12TH FL WHITE PLAINS NY 10601 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 THURMOND SMITHGALL 101 W 79TH STREET APT 25C NEW YORK NY 10024 TRUSTEE 1.00 0 0 0 ISAAC SAUFER ONE NORTH BROADWAY WHITE PLAINS NY 10601 TRUSTEE 2.50 0 0 0 ALFRED F HUBAY 101 W 79TH STREET APT 25C NEW YORK NY 10024 TRUSTEE 0.25 0 0 0 KATHERINE GILL 101 W 79TH STREET APT 25C NEW YORK NY 10024 TRUSTEE 0.25 0 0 0 DANIEL TUCKER 101 W 79TH STREET APT 25C NEW YORK NY 10024 TRUSTEE 0.25 0 0 0 CAROLYN GUZSKI 101 W 79TH STREET APT 25C NEW YORK NY 10024 TRUSTEE 0.25 0 0 0 NONE 0 NONE 0 THE FOUNDATION DID NOT ENGAGE IN DIRECT CHARITABLE ACTIVITIES DURING THE YEAR 0 THE FOUNDATION MADE GRANTS, CONTRIBUTIONS AND OTHER GIFTS TO QUALIFIED ORGANIZATIONS 0 0 2400575 21261 0 2421836 0 0 2421836 36328 2385508 119275 119275 1237 1237 118038 0 118038 0 118038 162898 0 162898 118038 0 0 83660 37123 38721 53629 213133 162898 0 0 0 118038 44860 0 0 257993 0 0 0 0 0 0 0 257993 83660 37123 38721 53629 44860 THURMOND SMITHGALL X KNEISEL HALL PO BOX 648 BLUE HILL ME 04614 PC KNEISEL HALL PROGRAM FOR MAINE STUDENTS 8000 LA OPERA 135 N GRAND AVE LOS ANGELES CA 90012 PC CHARITY DONATION 4000 NEW ENGLAND CONSERVATORY 290 HUNTINGTON AVENUE BOSTON MA 02115 PC COMMUNITY PERFORMANCES & PARTNERSHIP PROGRAM 17000 NY PUBLIC LIBRARY 476 5TH AVE NEW YORK NY 10018 PC CHARITY DONATION 5000 THE HUDSON REVIEW 684 PARK AVENUE NEW YORK NY 10021 PC WRITERS IN THE SCHOOLS 14000 GESELLSCHAFT DER FREUNDE VON BAYREUTH FRIENDS OF BAYREUTH SOCIETY FESTSPIELHGEL 6 BAYREUTH BAVARIA GM 95445 NC FOR SUPPORT OF THE BAYREUTH FESTIVAL 80000 128000 0 14 881 14 62135 18 50941 0 113957 0 113957 0 0 0 0 0 0 0 0 0 0 VANGUARD TOTAL INTL BND-ADM 77940 77940 SIX CIRCLES GLOBAL BOND 183354 183354 VANGUARD MORTGAGE-BACKED SEC 23305 23305 SIX CIRCLES CREDIT OPPORT 46356 46356 VANGUARD TOTAL INTL BOND ETF 59252 59252 VANGUARD INTERMEDIATE-TERM CORPORATE 40703 40703 VANGAURD TOTAL BOND MARKET 21777 21777 ISHARES US TREASURY BOND ETF 46349 46349 VANGUARD S&P 500 ETF 963899 963899 ISHARES MSCI EAFE INTL INDEX FD CL K 68801 68801 FIDELITY 500 INDEX FUND 13685 13685 SIX CIRCLES U.S. UNCONSTRAINED EQUITY FUND 353012 353012 JPMORGAN BETABUILDERS CANADA ETF 55242 55242 SIX CIRCLES INTERNATIONAL UNCONSTRAINED EQUITY FUND 206795 206795 JPMORGAN BETABUILDERS JAPAN ETF 74083 74083 JPMORGAN BETABUILDERS DEVELOPED ASIA EX-JAPAN ETF 37214 37214 ALPHABET INC - CL C 94140 94140 APPLE INC 33983 33983 MICROSOFT CORP 67707 67707 FIDELITY ADV GROWTH OPPOR-I 76975 76975 JPM BETABUILDERS EUROPE ETF 48231 48231 PROFESSIONAL FEES 47952 23976 23976 INVESTMENT FEES 10672 0 10672 FILING FEES 250 0 250 BANK FEES & WIRE CHARGES 60 60 0 UNREALIZED GAIN/LOSS 386917 EXCISE TAXES 2626 0 0 FOREIGN TAXES 926 926 0