EFTA00284339Set 9
2011-12-31151p40,819w
Exempt) 35
• The MBZ 1983 Family Trust 39
• USN College Marketing, Inc. 44
• The MBZ Charitable Remainder Unitrust 48
• The USN Charitable Remainder Unitrust 53
• MBZ 1992 News Trust ... Exempt) 74
• The MBZ 1983 Family Trust 78
• USN College Marketing, Inc. 81
• The MBZ Charitable Remainder Unitrust 84
• The USN Charitable Remainder Unitrust 88
MorganStanley
SmithBarney
EFTA00284340
Mortimer ... Exempt) 125
• The MBZ 1983 Family Trust 127
• USN College Marketing, Inc. 129
• The MBZ Charitable Remainder Unitrust 130
• The USN Charitable Remainder Unitrust 132
• MBZ 1992 News Trust
https://www.justice.gov/epstein/files/DataSet%209/EFTA00284339.pdf
EFTA01077919Set 9
1996-01-011p268w
MBZ 1996 Trust U/A DTD. 1/1196 (N/E) 19,775.764 18.794.801 980.963
MBZ Charitable Remainder Unitrust U /A /D 1123/00 54.461.938 51.105.534 3,356.404
MBZ Family Trust U/A DID. 12/21/83 ... MBZ 1996 Trust U/A DTD. 1/1196 (N/E) 11.628.205 7.362709 4.260.496
MBZ Charitable Remainder Unitrust U /AID 11/23/00 14.363.055 12.727.621 1.635.434
M82 Family Trusl U/A DTD. 12/21/83 ... MBZ 1996 Trust U/A DTD. 1/1/96 (NIE) 9.518,471 552.091 8.966.380
MBZ Charitable Remainder Untrue.' U /A /0 11/23/00 11.628.147 317,713 11,310,434
MBZ Family Trust
https://www.justice.gov/epstein/files/DataSet%209/EFTA01077919.pdf
EFTA02707844Set 11
1996-01-011p270w
Exempt) $ 14.829.035 14.093.451 735.584
MBZ 1996 Trust U/A DID. 1/1/96 (WE) 19.778764 18.794801 980.963
MBZ Charitable Remainder Unitrust U /A /D 11/23/00 54.461.938 51.105.534 3,356.404
1M/family Trust ... MBZ 1996 trust U/A DTD. 1/1/96 (NIE) 11828.205 7,367,709 4380.496
MBZ Charitable Remainder Unitrust U /A ID 11723/00 14.383.055 12,727,621 1.835.434
MBZ Family Trust
https://www.justice.gov/epstein/files/DataSet%2011/EFTA02707844.pdf
EFTA01189049Set 9
2012-05-162p158w
Zuckerman Fellows Program at Harvard University
The gift of $5,900,000 from the MBZ Charitable Remainder Trust will support the continuation of
The Zuckerman Fellows Program at Howard Unkere ... MBZ Charitable Remainder Trust by M. Gordon Ehrlich, Trustee
1:01, 44-.• 4-revyk Pi7v/k8
Denise Gorayeb, Recording Secretary Date
EFTA01189049
IVIort
May 16, 2012
David Ellwood, Dean
David Gergen
https://www.justice.gov/epstein/files/DataSet%209/EFTA01189049.pdf