2025-05-12T11:34:24-05:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 1500 RXR PLAZA WEST TOWER UNIONDALE NY 11556 990PF 2024-01-01 266138709 STANLEY'S GARDEN FOUNDATION STAN 2015681488 47 ESSEX DRIVE TENAFLY NJ 07670 KATHY LEVENTHAL TRUSTEE 2015681488 2025-05-08 1 1 RANDI A SCHUSTER P00747022 5167472000 2025-05-08 2024 2025-03-06 01:10:19Z X 6579846 X 0 X 173190 173190 -55342 861251 0 117848 173190 0 0 0 15870 15870 0 31542 1160 0 250 0 250 47662 17030 250 1235000 1235000 1282662 17030 1235250 -1164814 156160 569385 57880 57880 2013080 379405 379405 2725733 3532152 5587681 375507 551883 554880 5683705 4521320 6579846 0 1499 0 1499 X 0 0 0 0 5683705 4519821 5683705 4519821 5683705 4521320 5683705 -1164814 930 4519821 0 4519821 PUBLICLY TRADED SECURITIES 861251 921553 -60302 -60302 CAPITAL GAIN DISTRIBUTIONS 4960 4960 -55342 2171 0 2171 0 2171 26280 0 0 0 26280 X 0 24109 24109 0 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 0 0 0 0 1 N/A KATHY LEVENTHAL 2015681488 47 ESSEX DR TENAFLY NJ 07670 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 KATHY LEVENTHAL 47 ESSEX DR TENAFLY NJ 07670 TRUSTEE 1.00 0 0 0 RICHARD LEVENTHAL 47 ESSEX DR TENAFLY NJ 07670 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 6888141 74698 0 6962839 0 0 6962839 104443 6858396 342920 342920 2171 2171 340749 0 340749 0 340749 1235250 0 1235250 340749 0 0 544611 218984 229854 32665 1026114 1235250 0 0 0 340749 894501 0 0 1920615 0 0 0 0 0 0 544611 1376004 218984 229854 32665 894501 KATHY LEVENTHAL X ALPINE LEARNING GROUP FOUNDATION INC 777 PARAMUS RD PARAMUS NJ 07652 NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 500 AMERICAN FRIENDS OF BATSHEVA PO BOX 750974 FOREST HILLS NY 11374 NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 2000 ENGLEWOOD HOSPITAL AND MEDICAL CENTER FOUNDATION 350 ENGLE STREET ENGLEWOOD NJ 07631 NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 10000 HOSPITAL FOR SPECIAL SURGERY 535 EAST 70TH ST NEW YORK NY 10021 NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 165000 MUSEUM OF JEWISH HERITAGE 36 BATTERY PLACE NEW YORK NY 10280 NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 5000 NORTHWELL HEALTH FOUNDATION 2000 MARCUS AVENUE NEW HYDE PARK NY 11042 NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 1000 PENNY'S FLIGHT FOUNDATION 63 FOREST AVE LOCUST VALLEY NY 11560 NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 500 THE RED SOX FOUNDATION 4 JERSEY ST BOSTON MA 02215 NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 1000 UNIVERSITY OF SOUTHERN CALIFORNIA 3560 WATT WAY LOS ANGELES CA 90089 NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 1000000 USC SHOAH FOUNDATION 650 W 35TH ST SUITE 401 LOS ANGELES CA 90089 NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 50000 1235000 0 14 173190 18 -55342 0 117848 0 117848 0 0 0 0 0 0 0 0 0 0 SIX CIRCLES CREDIT OPPORT 94528 96290 SIX CIRCLES GLOBAL BOND 190132 192172 VANGUARD MORTGAGE-BACKED SEC 73925 72635 VANGUARD INT-TERM CORPORATE 48174 48644 VANGUARD TOTAL INTL BOND ETF 145124 145139 ABBVIE INC SHS 89367 120125 ADVANCED MICRO DEVICES 290588 241580 AMAZON COM INC COM 94162 184288 APPLE INC 38878 177297 BROADCOM INC 100829 463680 CATERPILLAR INC 122099 126966 DEERE CO 104107 128805 FIDELITY 500 INDEX FUND 823639 1046265 FIDELITY INTL INDX-INST PRM 66722 70698 INTEL CORP 97762 44210 JOHNSON AND JOHNSON COM 121761 109333 JPMORGAN BETABUILDERS CANADA 43570 50048 JPMORGAN BETABUILDERS DEVELO 33466 34856 JPMORGAN BETABUILDERS JAPAN ETF 65667 71851 KKR & CO INC CL A 92136 262836 LOCKHEED MARTIN CORP 84782 106907 MICROSOFT CORP 49256 222974 NVIDIA 65774 725166 ORACLE CORP 365624 499920 PROCTER & GAMBLE CO 89729 107799 QUALCOMM INC 105903 133957 SIX CIRCLES INTL UNCON EQ 208776 216542 SIX CIRCLES US UNCONSTR EQ 274430 335083 UNION PACIFIC CORP 103125 106495 379405 379405 0 0 NYS FILING FEES 250 0 250 NONDIVIDEND DISTRIBUTIONS 880 CLASS ACTION LAWSUIT PROCEEDS 50 DUE TO/FROM BROKER 0 1499 INVESTMENT ADVISORY FEES 15870 15870 0 FOREIGN TAX 1160 1160 0 FEDERAL EXCISE TAX - 2024 30382 0 0