2022-11-15T13:10:38-06:00 2021-12-31 873707167 CBIZ MARKS PANETH LLC 685 THIRD AVENUE NEW YORK NY 10017 990PF 2021-01-01 136161085 JULIET ROSENTHAL FOUNDATION INC JULI 2123561400 1370 BROADWAY NEW YORK NY 10018 ROBERT PRIZER OFFICER 2123561400 2022-11-14 1 ROBERT PRIZER 999009999 JAY SUSSMAN P01266552 2125038800 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X 19047097 X 360000 51110 51110 190454 190129 1522544 3897392 1522544 2124108 1763783 0 0 0 5504 5504 0 9000 4500 4500 155057 155057 0 476 476 0 67744 66349 1395 237781 231886 5895 837058 837058 1074839 231886 842953 1049269 1531897 92563 24370 24370 1296918 1128397 1128397 7363098 8492488 17131376 613081 769674 762954 9365660 10414929 19047097 0 0 X 0 0 0 0 9365660 10414929 9365660 10414929 9365660 10414929 9365660 1049269 0 10414929 0 10414929 GAIN/LOSS FROM MORGAN STANLEY P 61666 53562 8104 8104 GAIN/LOSS FROM MORGAN STANLEY P 493534 294066 199468 199468 GAIN/LOSS FROM MORGAN STANLEY P 130733 30360 100373 100373 GAIN/LOSS FROM MORGAN STANLEY P 455070 400986 54084 54084 GAIN/LOSS FROM MORGAN STANLEY P 4468 4468 4468 GAIN/LOSS FROM MORGAN STANLEY P 626065 402996 223069 223069 GAIN/LOSS FROM GOLDMAN SACHS P 300362 232586 67776 67776 GAIN/LOSS FROM GOLDMAN SACHS P 486051 366878 119173 119173 GAIN/LOSS FROM GOLDMAN SACHS P 368 368 368 GAIN/LOSS FROM GOLDMAN SACHS P 221620 162692 58928 58928 GAIN/LOSS FROM GOLDMAN SACHS P 13 13 13 GAIN/LOSS FROM GOLDMAN SACHS P 1091584 608189 483395 483395 THROUGH GOULD INVESTORS LP P 4872 4872 THROUGH GOULD INVESTORS LP P 169651 169651 THROUGH XANTHUS FUND LLC P -221904 -221904 THROUGH XANTHUS FUND LLC P 224848 224848 CAPITAL GAINS DIVIDENDS P 25858 25858 25858 1522544 21293 0 21293 0 21293 10019 0 15000 0 25019 0 3726 3726 0 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 0 0 0 0 1 N/A ROBERT PRIZER 2123561400 1370 BROADWAY NEW YORK NY 10018 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ERIC ROSENTHAL 1370 BROADWAY NEW YORK NY 10018 PRESIDENT 2.00 0 0 0 ROBERT PRIZER 1370 BROADWAY NEW YORK NY 10018 VICE-PRESIDENT 2.00 0 0 0 JULIET SANJENIS 1370 BROADWAY NEW YORK NY 10018 DIRECTOR 2.00 0 0 0 NONE 0 GOLDMAN SACHS 200 WEST STREET NEW YORK NY 10282 INVESTMENT ADVISORY 87235 MORGAN STANLEY 1 NEW YORK PLAZA NEW YORK NY 10004 INVESTMENT ADVISORY 67820 0 0 16275350 1384025 0 17659375 0 0 17659375 264891 17394484 869724 869724 21293 21293 848431 0 848431 0 848431 842953 0 842953 848431 14991 0 0 842953 14991 0 0 827962 0 0 0 0 0 0 0 0 20469 0 0 0 ERIC ROSENTHAL X ALBERT EINSTEIN COLLEGE OF MEDICINE 1300 MORRIS PARK AVE BRONX NY 10461 PC TO FURTHER DONEE'S EXEMPT PURPOSE 1500 AMERICAN CANCER SOCIETY 250 WILLIAMS ST SUITE 600 ATLANTA GA 30303 PC TO FURTHER DONEE'S EXEMPT PURPOSE 23000 ANTI DEFAMATION LEAGUE 823 UNITED NATIONS PLAZA NEW YORK NY 10017 PC TO FURTHER DONEE'S EXEMPT PURPOSE 7500 CARDIOLOGY ASSOCIATES FOUNDATION 425 E 61 STREET NEW YORK NY 10065 PC TO FURTHER DONEE'S EXEMPT PURPOSE 90000 CENTRAL PARK CONSERVANCY 14 EAST 60TH STREET NEW YORK NY 10022 PC TO FURTHER DONEE'S EXEMPT PURPOSE 5000 CHABAD VOCATIONAL SCHOOL 766 MONTGOMERY STREET BROOKLYN NY 11213 PC TO FURTHER DONEE'S EXEMPT PURPOSE 2000 CITY MEALS ON WHEELS 355 LEXINGTON AVENUE NEW YORK NY 10017 PC TO FURTHER DONEE'S EXEMPT PURPOSE 5000 COUNSELING IN SCHOOLS 505 8TH AVENUE STA 12A-06 NEW YORK NY 10018 PC TO FURTHER DONEE'S EXEMPT PURPOSE 10000 FOUNDATION FOR MEDICAL EVALUATION 25 SUTTON PL S LOBBY LEVEL NEW YORK NY 10022 PC TO FURTHER DONEE'S EXEMPT PURPOSE 20000 FUTURE FORWARD OF HAITI INC 144 HAMILTON ROAD TEANECK NJ 07666 PC TO FURTHER DONEE'S EXEMPT PURPOSE 25000 HORACE MANN SCHOOL - NURSERY DIVISION 55 EAST 90TH STREET NEW YORK NY 10128 PC TO FURTHER DONEE'S EXEMPT PURPOSE 200000 LI ALZHEIMER'S FOUNDATION 5 CHANNEL DRIVE PORT WASHINGTON NY 11050 PC TO FURTHER DONEE'S EXEMPT PURPOSE 4000 MEMORIAL SLOUN KETTERING CANCER CENTER 1275 YORK AVENUE NEW YORK NY 10065 PC TO FURTHER DONEE'S EXEMPT PURPOSE 100000 NEW YORK PRESBYTERIAN HOSPITAL 525 EAST 68TH STREET NEW YORK NY 10065 PC TO FURTHER DONEE'S EXEMPT PURPOSE 175000 NEW YORK UNIVERSITY 44 WEST 4TH STREET NEW YORK NY 10012 PC TO FURTHER DONEE'S EXEMPT PURPOSE 40000 PREVENTIVE CANCER FOUNDATION 1600 DUKE ST SUITE 500 ALEXANDRIA VA 22314 PC TO FURTHER DONEE'S EXEMPT PURPOSE 12500 SEE INTERNATIONAL 5638 HOLLISTER AVE SUITE 210 SANTA BARBARA CA 93117 PC TO FURTHER DONEE'S EXEMPT PURPOSE 10000 THE CHILDREN AID SOCIETY 70 EAST 129TH STREET NEW YORK NY 10035 PC TO FURTHER DONEE'S EXEMPT PURPOSE 2000 THROUGH GOULD INVESTORS LP - PER K-1 60 CUTTER MILL ROAD SUITE GREAT NECK NY 11021 TO FURTHER DONEE'S EXEMPT PURPOSE 58 UJA FEDERATION OF NY 130 EAST 59TH STREET NEW YORK NY 10022 PC TO FURTHER DONEE'S EXEMPT PURPOSE 50000 UNIVERSITY OF SOUTHERN CALIFORNIA 635 CHILDS WAY LOS ANGELES CA 90089 PC TO FURTHER DONEE'S EXEMPT PURPOSE 45000 COLORECTAL CANCER ALLIANCE 1025 VERMONT AVE NW SUITE 1066 WASHINGTON DC 20005 PC TO FURTHER DONEE'S EXEMPT PURPOSE 7500 SHARING EMPIRE 251 WEST 60 STREET NEW YORK NY 10023 PC TO FURTHER DONEE'S EXEMPT PURPOSE 2000 837058 0 14 51110 14 190454 01 01 18 1522544 0 1764108 0 1764108 0 0 0 0 0 0 0 0 0 0 X X 1 ROSENTHAL & ROSENTHAL INC 1370 BROADWAY NEW YORK NY 10018 360000 X MARKS PANETH LLP 9000 4500 4500 6,354 SHS. ONE LIBERTY PROPERTIES, INC. 101112 223025 50 SHS. GOLDMAN SACHS GROUP, INC 2650 19128 CORPORATE STOCK-MORGAN STANLEY #41534 1480955 3351374 CORPORATE STOCK- MORGAN STANLEY #40411 1430806 2047470 CORPORATE STOCK- GOLDMAN SACHS # 547-5 (STRAT) 1321717 1689006 44,997 SHS. VALLEY NAT'L. BANK 208538 618709 28,754 SHS. BRT RLTY TR REIT 82134 689808 2,500 SHS. NATIONAL WESTN LIFE INS CO. 86254 536100 14,223 SHS. VALLEY NATL. BANCORP 56910 195566 1,645 URBAN EDGE PROPERTY 2303 31025 CORPORATE STOCK- GOLDMAN SACHS # 547-5 3719109 7730165 GOULD INVESTORS LP (PTP) AT COST 675977 669257 XANTHUS FUND LLC AT COST 93697 93697 LEGAL FEES 5504 5504 0 FILING FEES & MISC. 1395 0 1395 DEDUCTIONS AND EXPENSES FROM SCHEDULE K-1 66349 66349 0 INVESTMENT ADV. FEES - GOLDMAN SACHS 86939 86939 0 INVESTMENT ADV. FEES - MORGAN STANLEY 68118 68118 0 FOREIGN TAXES W/H ON DIV. 476 476 0