2026-06-03T15:41:42-05:00 2025-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 66 HUDSON BLVD E SUITE 2200 NEW YORK NY 10001 990PF 2025-01-01 201944382 THE EFRAIM GRINBERG FAMILY FOUNDATION EFRA 2128488640 101 CENTRAL PARK WEST 16F NEW YORK NY 10023 EFRAIM GRINBERG TRUSTEE 2128488640 2026-06-03 1 SUSAN TEICHER CFP P00226488 2126976900 2026-06-03 2025 2025-03-06 01:10:19Z X 1177803 X X 1021 1021 57552 57552 34892 158220 34892 93465 93465 0 0 0 1926 151 1775 2212 1984 228 4138 2135 2003 104750 104750 108888 2135 106753 -15423 91330 79041 27220 27220 1271943 1308341 1150583 1350984 1335561 1177803 0 0 X 0 0 0 0 1350984 1335561 1350984 1335561 1350984 1335561 1350984 -15423 0 1335561 0 1335561 63 SHS ISHARES TR MSCI EAFE P 2024-06-10 2025-03-04 6550 6630 -80 -80 6 SHS ISHARES TR MSCI EAFE P 2024-11-08 2025-09-23 685 608 77 77 1 SHS ISHARES U.S. EQUITY FAC P 2025-09-23 2025-11-18 59 59 0 0 135 SHS ISHARES CURRENCY HEDGED P 2025-03-04 2025-05-20 5110 4996 114 114 3 SHS ISHARES U.S. TECHNOLOGY P 2025-03-04 2025-09-23 588 450 138 138 15 SHS ISHARES U.S. TECHNOLOGY P 2025-05-20 2025-09-23 2940 2386 554 554 18 SHS ISHARES S&P 100 P 2024-03-20 2025-03-04 5078 4433 645 645 2 SHS ISHARES EDGE MSCI USA P 2024-11-08 2025-05-20 461 428 33 33 2 SHS ISHARES INC MSCI P 2024-06-10 2025-05-20 119 116 3 3 55 SHS ISHARES INC MSCI P 2024-09-05 2025-03-04 3000 3275 -275 -275 3 SHS ISHARES INC MSCI P 2024-09-05 2025-05-20 179 179 0 0 15 SHS ISHARES INC MSCI P 2024-11-08 2025-05-20 893 891 2 2 1 SHS ISHARES TR U S P 2024-06-10 2025-03-04 46 43 3 3 7 SHS ISHARES TR MSCI EAFE P 2021-01-25 2025-03-04 406 338 68 68 31 SHS ISHARES TR MSCI EAFE P 2022-10-28 2025-03-04 1797 1280 517 517 71 SHS ISHARES TR MSCI EAFE P 2023-08-14 2025-03-04 4116 3502 614 614 8 SHS ISHARES TR MSCI EAFE P 2024-02-02 2025-03-04 464 411 53 53 122 SHS ISHARES TR MSCI EAFE P 2024-09-05 2025-09-23 8247 6870 1377 1377 49 SHS ISHARES TR MSCI EAFE P 2024-09-05 2025-11-18 3362 2759 603 603 25 SHS ISHARES TR MSCI EAFE P 2020-07-15 2025-03-04 2599 2177 422 422 1 SHS ISHARES TR MSCI EAFE P 2020-07-15 2025-05-20 109 87 22 22 34 SHS ISHARES TR MSCI EAFE P 2020-07-15 2025-09-23 3881 2961 920 920 8 SHS ISHARES TR MSCI EAFE P 2020-07-20 2025-03-04 832 699 133 133 41 SHS ISHARES TR MSCI EAFE P 2022-07-29 2025-09-23 4680 3562 1118 1118 23 SHS ISHARES TR MSCI EAFE P 2024-02-02 2025-03-04 2391 2247 144 144 26 SHS ISHARES TR MSCI EAFE P 2024-11-08 2025-11-18 2904 2634 270 270 12 SHS ISHARES CORE S&P 500 ETF P 2020-07-20 2025-05-20 7150 3891 3259 3259 7 SHS ISHARES CORE S&P 500 ETF P 2020-07-27 2025-05-20 4171 2264 1907 1907 7 SHS ISHARES CORE S&P 500 ETF P 2023-08-14 2025-05-20 4171 3146 1025 1025 10 SHS ISHARES CORE S&P 500 ETF P 2023-10-30 2025-05-20 5959 4179 1780 1780 7 SHS ISHARES CORE S&P 500 ETF P 2024-02-02 2025-03-04 4073 3484 589 589 17 SHS ISHARES CORE S&P 500 ETF P 2024-02-02 2025-05-20 10130 8461 1669 1669 34 SHS ISHARES U.S. TECHNOLOGY P 2022-10-28 2025-09-23 6664 2613 4051 4051 12 SHS ISHARES U.S. TECHNOLOGY P 2023-10-30 2025-09-23 2352 1240 1112 1112 17 SHS ISHARES U.S. TECHNOLOGY P 2024-03-20 2025-09-23 3332 2290 1042 1042 30 SHS ISHARES S&P 500 P 2024-03-20 2025-05-20 3105 2530 575 575 11 SHS ISHARES S&P 500 P 2024-06-10 2025-09-23 1331 981 350 350 30 SHS ISHARES S&P 100 P 2023-10-30 2025-03-04 8463 5904 2559 2559 13 SHS ISHARES S&P 100 P 2024-02-02 2025-03-04 3667 3062 605 605 57 SHS ISHARES EDGE MSCI P 2023-04-10 2025-11-18 10932 7061 3871 3871 36 SHS ISHARES EDGE MSCI P 2024-03-20 2025-09-23 6961 5901 1060 1060 18 SHS ISHARES EDGE MSCI P 2024-03-20 2025-11-18 3452 2951 501 501 1 SHS ISHARES EDGE MSCI P 2024-06-10 2025-09-23 193 169 24 24 76 SHS ISHARES INC MSCI P 2023-10-30 2025-05-20 4527 3676 851 851 3 SHS ISHARES INC MSCI P 2024-02-02 2025-05-20 179 164 15 15 61 SHS ISHARES INC MSCI P 2024-03-20 2025-05-20 3633 3475 158 158 40 SHS ISHARES TR U S P 2022-05-25 2025-03-04 1823 1492 331 331 3 SHS ISHARES TR U S P 2023-04-10 2025-03-04 137 111 26 26 3 SHS ISHARES TR U S P 2023-10-30 2025-03-04 137 105 32 32 4 SHS ISHARES TR U S P 2024-02-02 2025-03-04 182 157 25 25 34892 1269 0 1269 0 1269 1500 0 0 0 1500 0 231 231 0 0 0 0 0 0 0 0 0 0 0 1 1 DE 1 0 0 0 0 1 N/A BAKER TILLY ADVISORY GROUP LP 2126976900 66 HUDSON BLVD E 2200 NEW YORK NY 10001 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 EFRAIM GRINBERG 101 CENTRAL PARK WEST APT 16F NEW YORK NY 10023 PRESIDENT 1.00 0 0 0 SUSAN TEICHER C/O BAKER TILLY 66 HUDSON BLVD E 2200 NEW YORK NY 10001 TREASURER 0.00 0 0 0 NONE 0 NONE 0 0 993024 36817 0 1029841 0 0 1029841 15448 1014393 50720 50720 1269 1269 49451 0 49451 0 49451 106753 0 106753 49451 0 0 24820 49199 42530 448 116997 106753 0 0 0 49451 57302 0 0 174299 0 0 0 0 0 0 0 174299 24820 49199 42530 448 57302 EFRAIM GRINBERG X EMILYS ENTOURAGE PO BOX 71 MERION STATION PA 19066 NONE NC CHARITABLE 5000 JEWISH BOARD OF FAMILY AND CHILDRENS SERVICES 463 FASHION AVE FLOOR 18 NEW YORK NY 10018 NONE NC CHARITABLE 3600 LOTUS ENDOWMENT FUND INC 3921 ALTON ROAD 470 MIAMI BEACH FL 33140 NONE NC CHARITABLE 5000 MACCABI USA 1511 WALNUT ST SUITE 401 PHILADELPHIA PA 19102 NONE NC CHARITABLE 3600 MANHATTAN CLASS COMPANY 511 W 52ND ST NEW YORK NY 10019 NONE NC CHARITABLE 5000 MIAMI FOUNDATION FOR MENTAL HEALTH 1450 BRICKELL AVE SUITE 1900 MIAMI FL 33131 NONE NC CHARITABLE 8000 MIAMI LIGHTHOUSE FOR THE BLIND 601 SW 8TH AVE MIAMI FL 33130 NONE NC CHARITABLE 3000 MOUNT SINAI MEDICAL CENTER 5 E 98TH ST NEW YORK NY 10029 NONE NC CHARITABLE 15000 NEW HEIGHTS YOUTH INC 50 EAST 118TH STREET NEW YORK NY 10035 NONE NC CHARITABLE 2000 PARK AVENUE SYNAGOGUE 50 E 87TH ST NEW YORK NY 10128 NONE NC CHARITABLE 10800 PUBLIC ART FUND 1 E 53RD ST 11TH FLOOR NEW YORK NY 10022 NONE NC CHARITABLE 5000 UJA FEDERATION 130 EAST 59TH STREET NEW YORK NY 10022 NONE NC CHARITABLE 29750 WOMENS EMERGENCY NETWORK PO BOX 566392 MIAMI FL 33256 NONE NC CHARITABLE 9000 104750 0 14 1021 14 57552 18 34892 0 93465 0 93465 0 0 0 0 0 0 0 0 0 0 THE EFRAIM GRINBERG FAMILY FOUNDATION MAKES AN ELECTION UNDER SUBPARAGRAPH (2) OF SECTION 53.4942(A)-3(D) TO HAVE ITS QUALIFIED DISTRIBUTION OF $60,063 IN 2024 APPLIED FIRST. ISHARES CORE S&P 500 ETF 16151 34247 ISHARES EDGE MSCI (2023) 11368 15095 ISHARES EDGE MSCI USA (2024) 13366 14768 ISHARES INC CORE MSCI (2023) 26522 30585 ISHARES S&P 100 (2023) 35478 41842 ISHARES S&P 500 (2024) 22998 32910 ISHARES S&P 500 VALUE (2024) 34509 38597 ISHARES TR MSCI EAFE (2021) 20098 24208 MOVADO GROUP INC COMMON 473200 312000 MOVADO GROUP INC. CLASS A 550750 478400 ISHARES US EQUITY FAC (2025) 30564 35756 ISHARES US AEROSPACE ETF (2025) 23428 24475 NVIDIA 49909 67700 BANK FEES 1984 1984 0 FILING FEES 228 0 228 DELAWARE FRANCHISE TAX 89 0 89 FOREIGN TAXES 151 151 0 FEDERAL INCOME TAX 1686 0 1686