2023-05-12T16:06:15-05:00 2022-12-31 390859910 BAKER TILLY US LLP ONE PENN PLAZA SUITE 3000 NEW YORK NY 10119 990PF 2022-01-01 201944382 THE EFRAIM GRINBERG FAMILY FOUNDATION EFRA 2128488640 101 CENTRAL PARK WEST 16F NEW YORK NY 10023 EFRAIM GRINBERG TRUSTEE 2128488640 2023-05-12 1 EFRAIM GRINBERG 999009999 0 SUSAN TEICHER CPA CFP P00226488 2126976900 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 1477492 X X 23 23 56935 56935 1678 117874 1678 58636 58636 0 0 0 4136 0 0 1371 1346 0 5507 1346 0 128345 128345 133852 1346 128345 -75216 57290 178384 98078 98078 1181197 1186287 1379414 1359581 1284365 1477492 0 0 X 0 0 0 0 1359581 1284365 1359581 1284365 1359581 1284365 1359581 -75216 0 1284365 0 1284365 17 ISHARES EDGE MSCI P 2020-07-20 2022-01-21 2029 1405 624 624 1 ISHARES EDGE MSCI P 2020-07-15 2022-01-21 1815 1260 555 555 1 ISHARES GLOBAL TECH ETF P 2021-11-01 2022-01-21 58 60 -2 -2 1 ISHARES TR P 2022-05-25 2022-10-28 35 37 -2 -2 10 ISHARES ESG AWARE MSCI P 2022-03-15 2022-07-29 920 942 -22 -22 10 ISHARES TR MSCI EAFE P 2021-06-09 2022-01-21 516 545 -29 -29 12 ISHARES EDGE MSCI P 2020-07-20 2022-05-25 1191 887 304 304 12 ISHARES GLOBAL TECH ETF P 2021-08-03 2022-05-25 585 701 -116 -116 12 ISHARES GLOBAL TECH ETF P 2020-07-20 2022-05-25 585 492 93 93 12 ISHARES TR MSCI EAFE P 2021-11-01 2022-03-15 572 630 -58 -58 13 ISHARES EDGE MSCI P 2022-01-21 2022-05-25 935 979 -44 -44 13 ISHARES INC ISHARES ESG P 2021-11-01 2022-01-21 519 547 -28 -28 13 ISHARES U.S. ENERGY ETF P 2021-04-26 2022-01-21 430 335 95 95 137 ISHARES ESG P 2022-03-15 2022-05-25 4507 4596 -89 -89 14 ISHARES CORE HIGH P 2022-05-25 2022-07-29 1455 1510 -55 -55 17 ISHARES TR MSCI EAFE P 2021-06-09 2022-03-15 810 926 -116 -116 17 ISHARES TR MSCI EAFE P 2021-01-25 2022-03-15 810 822 -12 -12 180 ISHARES US ENERGY ETF P 2021-04-26 2022-03-15 6867 4633 2234 2234 19 ISHARES CORE S&P SMALL P 2022-07-29 2022-10-28 1837 1934 -97 -97 2 ISHARES EDGE MSCI P 2022-01-21 2022-10-28 142 151 -9 -9 2 ISHARES ESG AWARE MSCI P 2022-01-21 2022-07-29 184 198 -14 -14 21 ISHARES CORE S& P SMALL P 2020-07-15 2022-05-25 2060 1470 590 590 22 ISHARES GLOBAL TECH ETF P 2020-07-27 2022-10-28 1005 893 112 112 22 ISHARES GLOBAL TECH ETF P 2022-03-15 2022-05-25 1073 1156 -83 -83 22 ISHARES TR MSCI EAFE P 2022-07-29 2022-10-28 1680 1911 -231 -231 23 ISHARES CORE S& P SMALL P 2021-01-25 2022-03-15 2392 2323 69 69 23 ISHARES GLOBAL TECH ETF P 2020-07-27 2022-05-25 1122 934 188 188 23 ISHARES TR P 2022-05-25 2022-07-29 861 858 3 3 25 ISHARES S&P GLOBAL FINLS P 2021-06-09 2022-01-21 2012 2011 1 1 26 ISHARES TR MSCI EAFE P 2021-08-03 2022-03-15 2337 2870 -533 -533 29 ISHARES ESG AWARE MSCI P 2022-03-15 2022-10-28 2481 2733 -252 -252 29 ISHARES INC ISHARES ESG P 2020-08-03 2022-01-21 1159 1023 136 136 29 ISHARES TR MSCI EAFE P 2021-08-03 2022-03-15 1382 1514 -132 -132 3 ISHARES EDGE MSCI P 2022-01-21 2022-03-15 221 226 -5 -5 3 ISHARES GLOBAL TECH ETF P 2020-07-27 2022-07-29 155 122 33 33 31 ISHARES EDGE MSCI P 2020-07-27 2022-05-25 3077 2274 803 803 31 ISHARES EDGE MSCI P 2020-08-03 2022-05-25 3077 2276 801 801 33 ISHARES CORE S&P SMALL P 2020-07-20 2022-05-25 3237 2279 958 958 4 ISHARES CORE S& P SMALL P 2021-08-03 2022-03-15 416 443 -27 -27 4 ISHARES EDGE MSCI P 2021-11-01 2022-03-15 506 521 -15 -15 4 ISHARES EDGE MSCI P 2021-08-03 2022-03-15 405 421 -16 -16 48 ISHARES GLOBAL TECH ETF P 2020-07-15 2022-10-28 2193 1945 248 248 49 ISHARES ESG P 2020-08-03 2022-10-28 1328 1728 -400 -400 5 ISHARES CORE S& P SMALL P 2022-01-21 2022-03-15 520 527 -7 -7 5 ISHARES INC ISHARES ESG P 2020-10-13 2022-01-21 200 186 14 14 5 ISHARES TR MSCI EAFE P 2021-11-01 2022-03-15 449 558 -109 -109 50 ISHARES GLOBAL TECH ETF P 2021-08-03 2022-01-21 2879 2923 -44 -44 51 ISHARES ESG AWARE MSCI P 2021-08-03 2022-05-25 4513 5157 -644 -644 52 ISHARES CORE HIGH P 2022-05-25 2022-10-28 5334 5609 -275 -275 56 ISHARES ESG P 2020-07-20 2022-10-28 1518 1947 -429 -429 56 ISHARES S&P SMALLCAP 600 P 2022-05-25 2022-07-29 5424 5351 73 73 56 ISHARES TR MSCI EAFE P 2020-08-03 2022-05-25 4825 4915 -90 -90 57 ISHARES U.S. ENERGY ETF P 2022-05-25 2022-07-29 2415 2568 -153 -153 6 ISHARES TR MSCI EAFE P 2022-01-21 2022-05-25 517 608 -91 -91 69 ISHARES TR MSCI EAFE P 2022-05-25 2022-07-29 3054 3393 -339 -339 7 ISHARES ESG P 2020-08-03 2022-05-25 230 247 -17 -17 7 ISHARES TR MSCI EAFE P 2022-01-21 2022-03-15 629 710 -81 -81 7 ISHARES U.S. ENERGY ETF P 2022-05-25 2022-10-28 332 315 17 17 72 ISHARES TR MSCI EAFE P 2021-04-26 2022-03-15 3432 3770 -338 -338 74 ISHARES S&P GLOBAL FINLS P 2021-06-09 2022-03-15 5611 5952 -341 -341 8 ISHARES CORE S& P SMALL P 2020-07-15 2022-03-15 832 560 272 272 8 ISHARES ESG P 2022-07-29 2022-10-28 217 255 -38 -38 86 ISHARES ESG P 2020-07-15 2022-10-28 2331 2989 -658 -658 86 ISHARES TR CORE MSCI EAF P 2022-03-15 2022-05-25 5583 5648 -65 -65 9 ISHARES ESG AWARE MSCI P 2022-01-21 2022-05-25 796 891 -95 -95 99 ISHARES U.S. MEDICAL P 2022-03-15 2022-05-25 5252 5596 -344 -344 1678 796 0 796 0 796 3200 0 0 0 3200 0 2404 2404 0 0 0 0 0 0 0 0 0 0 0 1 1 DE 1 0 0 0 0 1 N/A BAKER TILLY US LLP 2126976900 ONE PENN PLAZA- SUITE 3000 NEW YORK NY 10119 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 ONE PENN PLAZA SUITE 3000 NEW YORK NY 10119 TREASURER 0.00 0 0 0 NONE 0 NONE 0 0 1492523 130668 0 1623191 0 0 1623191 24348 1598843 79942 79942 796 796 79146 0 79146 0 79146 128345 0 128345 79146 0 0 24820 24820 128345 0 0 0 79146 49199 0 0 74019 0 0 0 0 0 0 0 74019 24820 49199 EFRAIM GRINBERG X AJC GLOBAL JEWISH ADVOCACY 165 EAST 56TH STREET NEW YORK NY 10022 NONE 501(3)(C) CHARITABLE 30000 BIG BROTHERS BIG SISTERS 40 RECTOR STREET 11TH FLOOR NEW YORK NY 10006 NONE 501(3)(C) CHARITABLE 5000 BROADWAY HOUSING COMMUNITY 583 RIVERSIDE DR NEW YORK NY 10031 NONE 501(3)(C) CHARITABLE 2500 EMILY'S ENTOURAGE PO BOX 71 MERION STATION PA 19066 NONE 501(3)(C) CHARITABLE 5000 GIFT OF LIFE 5925 15TH AVE BROOKLYN NY 11219 NONE 501(3)(C) CHARITABLE 5000 HOPEWELL VALLEY ARTS COUNCIL INC PO BOX 145 HOPEWELL NJ 08525 NONE 501(3)(C) CHARITABLE 5000 LINCOLN CENTER FOR THE PERFORMING ARTS LINCOLN CENTER PLAZA NEW YORK NY 10023 NONE 501(3)(C) CHARITABLE 20000 LOTUS ENDOWMENT FUND INC 3921 ALTON ROAD 470 MIAMI BEACH FL 33140 NONE 501(3)(C) CHARITABLE 25000 MOUNT SINAI MEDICAL CENTER 5 E 98TH ST NEW YORK NY 10029 NONE 501(3)(C) CHARITABLE 15025 UJA FEDERATION 130 EAST 59TH STREET NEW YORK NY 10022 NONE 501(3)(C) CHARITABLE 10820 UNIVERSITY OF PENNSYLVANIA 2929 WALNUT STREET- SUITE 3000 PHILADELPHIA PA 19104 NONE 501(3)(C) CHARITABLE 5000 128345 0 14 23 14 56935 18 1678 0 58636 0 58636 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 $115,000 IN 2021 APPLIED FIRST AGAINST ITS UNDISTRIBUTED INCOME OF $15,975 FOR 2020. MOVADO GROUP INC. CLASS A 550750 478125 MOVADO GROUP INC COMMON 473200 733125 ISHARES TR MSCI EAFE 14468 13904 ISHARES CORE S&P 500 ETF 54856 58784 ISHARES TR MSCI EAFE (2021) 20442 19774 ISHARES EDGE MSCI MIN (2022) 12444 12414 ISHARES EDGE MSCI (2022) 5387 5191 ISHARES ES U.S. TECHNOLOGY (2022) 6763 6555 ISHARES US ENERGY ETF (2022) 1622 1674 ISHARES ESG AWARE MSCI (2020) 33201 37714 ISHARES EDGE MSCI USA (2022) 4995 4962 ISHARES US ETF TR ISHS (2022) 1911 1269 ISHARES TR (2022) 2686 2611 ISHARES CORE S&P SMALL (2022) 3562 3312 BANK FEES 1346 1346 0 FILING FEES 25 0 0 DELAWARE FRANCHISE TAX 76 0 0 FEDERAL INCOME TAX 4060 0 0