2022-04-17T13:52:18-05:00 2021-12-31 390859910 BAKER TILLY US LLP ONE PENN PLAZA SUITE 3000 NEW YORK NY 10119 990PF 2021-01-01 201944382 THE EFRAIM GRINBERG FAMILY FOUNDATION EFRA 2128488640 101 CENTRAL PARK WEST 16F NEW YORK NY 10023 EFRAIM GRINBERG TRUSTEE 2128488640 2022-04-13 1 EFRAIM GRINBERG 999009999 SUSAN TEICHER CPA CFP P00226488 2126976900 X 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X 1969396 X X 11 11 43001 43001 45354 232481 175704 88366 218716 0 0 0 4253 0 0 1453 1428 0 5706 1428 0 115000 115000 120706 1428 115000 -32340 217288 88291 178384 178384 1303630 1181197 1791012 1391921 1359581 1969396 0 0 X 0 0 0 0 1391921 1359581 1391921 1359581 1391921 1359581 1391921 -32340 0 1359581 0 1359581 1 ISHARES EDGE MSCI P 2020-07-27 2021-01-25 68 63 5 5 1 ISHARES EDGE MSCI P 2020-10-13 2021-01-25 68 66 2 2 1 ISHARES EDGE MSCI P 2020-10-13 2021-01-25 93 77 16 16 1 ISHARES TR MSCI EAFE P 2020-08-03 2021-04-26 106 88 18 18 1 ISHARES CORE S& P SMALL P 2021-07-15 2021-11-01 115 70 45 45 2 ISHARES TR MSCI EAFE P 2021-01-25 2021-04-26 213 206 7 7 3 ISHARES TRUST ISHARES ES P 2020-10-13 2021-11-01 316 240 76 76 4 ISHARES S&P GLOBAL FINLS P 2021-06-09 2021-11-01 333 322 11 11 3 ISHARES CORE S& P SMALL P 2021-01-25 2021-04-26 335 303 32 32 1 ISHARES US MEDICAL P 2020-10-13 2021-01-25 337 312 25 25 9 ISHARES INC. ISHARES ESG P 2020-10-13 2021-04-26 400 335 65 65 1 ISHARES CORE S& P 500 ETF P 2020-08-03 2021-11-01 461 330 131 131 6 ISHARES EDGE MSCI P 2020-07-15 2021-01-25 555 445 110 110 6 ISHARES TRUST ISHARES ES P 2020-10-13 2021-04-26 576 479 97 97 7 ISHARES EDGE MSCI P 2020-07-15 2021-04-26 733 519 214 214 2 ISHARES CORE S &P 500 ETF P 2020-07-20 2021-08-03 885 649 236 236 33 ISHARES US ENERGY ETF P 2021-04-26 2021-08-03 891 849 42 42 13 ISHARES TR CORE MSCI EAF P 2020-07-20 2021-01-25 919 777 142 142 36 ISHARES US ENERGY ETF P 2021-06-09 2021-08-03 972 1077 -105 -105 31 ISHARES US ENERGY ETF P 2021-04-26 2021-11-01 991 798 193 193 3 ISHARES US MEDICAL P 2020-07-27 2021-01-25 1011 876 135 135 3 ISHARES US MEDICAL P 2020-07-27 2021-06-09 1019 876 143 143 14 ISHARES S& P GLOBAL FINLS P 2021-06-09 2021-08-03 1086 1126 -40 -40 17 ISHARES EDGE MSCI P 2020-08-03 2021-01-25 1158 1078 80 80 17 ISHARES EDGE MSCI P 2020-07-27 2021-06-09 1241 1072 169 169 18 ISHARES EDGE MSCI P 2020-07-20 2021-06-09 1314 1130 184 184 18 ISHARES EDGE MSCI P 2020-07-15 2021-06-09 1314 1121 193 193 3 ISHARES INC. ISHARES ESG P 2020-07-20 2021-08-03 1324 1078 246 246 9 ISHARES EDGE MSCI USA P 2021-01-25 2021-04-26 1578 1537 41 41 5 ISHARES GLOBAL TECH ETF P 2020-07-20 2021-06-09 1619 1230 389 389 5 ISHARES CORE S&P 500 ETF P 2020-08-03 2021-01-25 1925 1651 274 274 6 ISHARES GLOBAL TECH ETF P 2021-08-03 2021-06-09 1943 1532 411 411 6 ISHARES US MEDICAL P 2020-08-03 2021-01-25 2021 1772 249 249 6 ISHARES US MEDICAL P 2020-07-20 2021-06-09 2037 1716 321 321 31 ISHARES TR CORE MSCI EAF P 2020-07-15 2021-01-25 2192 1850 342 342 33 ISHARES TR CORE MSCI EAF P 2020-08-03 2021-01-25 2333 1955 378 378 7 ISHARES US MEDICAL P 2020-07-15 2021-06-09 2377 1962 415 415 26 ISHARES TR MSCI EAFE P 2020-07-27 2021-04-26 2769 2301 468 468 28 ISHARES EDGE MSCI P 2020-10-13 2021-01-25 3272 3030 242 242 83 ISHARES INC. ISHARES ESG P 2020-07-27 2021-08-03 3546 2920 626 626 9 ISHARES CORE S&P 500 ETF P 2020-08-03 2021-04-26 3775 2972 803 803 ISHARES TRUST ISHARES ES P 2020-10-13 2021-01-25 4518 4073 445 445 ISHARES INC ISHARES ESG P 2020-10-13 2021-01-25 5251 4278 973 973 33 ISHARES EDGE MSCI USA P 2021-01-25 2021-08-03 5824 5636 188 188 5000 SHARES MOVADO GROUP D 2006-04-10 2021-09-27 166667 166667 166667 175704 3020 0 3020 0 3020 2160 0 0 0 2160 0 860 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 1463850 104172 0 1568022 0 0 1568022 23520 1544502 77225 77225 3020 3020 74205 0 74205 0 74205 115000 0 115000 74205 15975 0 0 115000 15975 0 0 74205 24820 0 0 24820 0 0 0 0 0 0 0 24820 24820 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 1000 BREAST CANCER RESEARCH FOUNDATION 28 W 44TH STREET SUITE 609 NEW YORK NY 10036 NONE 501(3)(C) CHARITABLE 2500 BRONX LETTERS FOUNDATION 1202 LEXINGTON AVENUE 202 NEW YORK NY 10028 NONE 501(3)(C) CHARITABLE 1500 BUCKNELL UNIVERSITY 1 DENT DRIVE LEWISBURG PA 17837 NONE 501(3)(C) CHARITABLE 7500 EMILY'S ENTOURAGE PO BOX 71 MERION STATION PA 19066 NONE 501(3)(C) CHARITABLE 5000 HOSPITAL FOR SPECIAL SURGERY 535 E 70TH STREET NEW YORK NY 10021 NONE 501(3)(C) CHARITABLE 15000 LINCOLN CENTER FOR THE PERFORMING ARTS LINCOLN CENTER PLAZA NEW YORK NY 10023 NONE 501(3)(C) CHARITABLE 20000 MOUNT SINAI MEDICAL CENTER 5 E 98TH ST NEW YORK NY 10029 NONE 501(3)(C) CHARITABLE 15000 SELF HELP FOUNDATION 520 8TH AVENUE NEW YORK NY 10018 NONE 501(3)(C) CHARITABLE 2500 STUDIO MUSEUM OF HARLEM 144 W 125TH ST NEW YORK NY 10027 NONE 501(3)(C) CHARITABLE 15000 115000 0 14 11 14 43001 18 45354 0 88366 0 88366 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 $45,500 IN 2020 APPLIED FIRST AGAINST ITS UNDISTRIBUTED INCOME OF $12,972 FOR 2019 AND LAST AGAINST ITS UNDISTRIBUTED INCOME OF $15,975 FOR 2020. MOVADO GROUP INC. CLASS A 550750 626700 MOVADO GROUP INC COMMON 473200 960940 ISHARES CORE S&P SMALL 7074 10191 ISHARES GLOBAL TECH ETF 8070 11011 ISHARES TR MSCI EAFE 19250 23381 ISHARES CORE S&P 500 ETF 31127 45791 ISHARES INC ISHARES ESG 8666 9739 ISHARES TRUST ISHARES ES 37699 52763 ISHARES EDGE MSCI (2.42%) 9045 13027 ISHARES S & P GLOBAL FINLS (2021) 7963 7926 ISHARES TR MSCI EAFE (2021) 23385 23734 ISHARES US ENERGY ETF (2021) 4968 5809 BANK FEES 1428 1428 0 FILING FEES 25 0 0 DELAWARE FRANCHISE TAX 76 0 0 FEDERAL INCOME TAX 4177 0 0