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false true false false true false false false false DAVID PEDOWITZ 1290 AVENUE OF THE AMERICAS NEW YORK NY 10104 TREASURER 2.0 0 0 0 ALLISON SALOY 1290 AVENUE OF THE AMERICAS NEW YORK NY 10104 DIRECTOR 1.0 0 0 0 MARIA ANGELOV 1290 AVENUE OF THE AMERICAS NEW YORK NY 10104 president 20.0 0 0 0 HEATHER ZUCKERMAN 1290 AVENUE OF THE AMERICAS NEW YORK NY 10104 DIRECTOR 1.0 0 0 0 JENNIFER LAIRD 1290 AVENUE OF THE AMERICAS NEW YORK NY 10104 DIRECTOR 1.0 0 0 0 STEVE WRIGHT 1290 AVENUE OF THE AMERICAS NEW YORK NY 10104 DIRECTOR 1.0 0 0 0 CHRYSTELLE CHARLES-BARRAL 1290 AVENUE OF THE AMERICAS NEW YORK NY 10104 DIRECTOR 1.0 0 0 0 SEAN WILLIAMSON 1290 AVENUE OF THE AMERICAS NEW YORK NY 10104 DIRECTOR 5.0 0 0 0 PATRICIA MILLER ZOLLAR 1290 AVENUE OF THE AMERICAS NEW YORK NY 10104 DIRECTOR 1.0 0 0 0 BRIAN JONES 1290 AVENUE OF THE AMERICAS NEW YORK NY 10104 DIRECTOR 1.0 0 0 0 MARCUM LLP 68 SOUTH SERVICE ROAD MELVILLE NY 11747 ACCOUNTING SERVICES 114026 16522454 596624 320181 17439259 0 17439259 261589 17177670 858884 858884 10393 10393 848491 848491 848491 1776739 0 0 0 0 1776739 848491 0 2020 2019 2018 0 880848 914922 1163902 931285 845423 4736380 1776739 0 848491 928248 5664628 0 0 0 0 880848 4783780 914922 1163902 931285 845423 928248 NA X SEE STATEMENT E SEE STATEMENT E NEW YORK NY 10104 none PC SEE STATEMENT E 1702500 PASS THRU K1- CHARITABLE CONTRIBUTIONS PAID 1290 AVENUES OF THE AMERICAS NEW YORK NY 10104 NONE PC PASS THRU K1 CHARITABLE CONTRIBUTIONS PAID 2 1702502 14 298427 990009 372 18 525332 -127599 PASS THRU K-1: PARTNERSHIP INCOME PASS THRU 1120 0 PASS THRU K-1: RENTAL INCOME 0 -15 PASS THRU K-1: OTHER INCOME 0 3657 PASS THRU K-1: OTHER LOSS 0 0 PASS THRU K-1: ROYALTY INCOME 0 18 1492 827419 -127599 701312 false false false false false false false false false false X X 1 NEUBERGER BERMAN GROUP 1290 AVENUES OF THE AMERICAS NEW YORK NY 10104 159610 X 2 JIM MCAREE 1290 AVE OF THE AMERICAS NEW YORK NJ 10104 5000 X 3 BEN NAHUM 1290 AVE OF THE AMERICAS NEW YORK NY 10104 5000 X 4 AMIT SOLOMON 1290 AVE OF THE AMERICAS NEW YORK NY 10104 5000 X 5 ROBERT D'ALELIO 1290 AVE OF THE AMERICAS NEW YORK NY 10104 27000 X 6 JUDY VALE 1290 AVENUES OF THE AMERICAS NEW YORK NY 10104 20213 X X 7 JAMES BAKER 1290 AVE OF THE AMERICAS NEW YORK NY 10104 10029 X X 6 42SHS IDXX 20213 2023-05-09 7 123SHS ORACLE 10029 2022-12-21 ACCOUNTING FEES 147026 73513 72513 MARCUM LLP ACCOUNTING SERVICES CORP FIXED INC-SEE STMT C-1 688186 688186 CORP FIXED INC- SEE STMT C-2 652229 652229 MARKETABLE SEC:SEE STMT B-1 708903 708903 MARKETABLE SEC: SMALL CAP QUNT 1647337 1647337 MARKETABLE SEC: US EQUITY IMP 2341986 2341986 MARKETABLE SEC: SEE STMT B-2 242953 242953 MARKETABLE SEC: SEE STMT B-3 1603347 1603347 MARKETABLE SEC: SEE STMT B-4 4384522 4384522 736811 736811 MUTUAL FUNDS- SEE STATEMENT D FMV 2632816 2632816 MASTER LIMITED PARTNERSHIP FMV 9616 9616 INV IN TRINITY FUND FMV 347463 347463 ACCRUED INTEREST & DIV REC 6652 15737 15737 DUE FROM BROKER 38318 86479 86479 UNREALIZED GAINS/LOSSES ON INVESTMENTS 4666 ADJUSTMENT TO BASIS ON DONATED STOCK 27889 DEFERRED TAX EXPENSE 12527 ADJUSTMENT TO DONATED STOCK BASIS 9378 PASS THRU K1: OTHER DEDUCTIONS 346 346 0 NYS FILINGS FEES 1275 0 1275 DE REGISTERED AGENT 289 0 289 PUBLICATION NOTICE 160 0 160 PASS THRU K1: PORTFOLIO DED 2% 3194 3194 0 NON DEDUCTIBLE EXPENSES 53 0 0 BANK CHARGES 1536 1536 0 PASS THRU K1: ROYALTY EXPENSES 29 29 0 PASS THRU K1: 59(E)IDC 53 0 0 PASS THRU K-1: ORDINARY INCOME 499 0 PASS THRU k-1: RENTAL INCOME -15 -15 PASS THRU K-1: OTHER INCOME (LOSS) -415 -421 PASS THRU K-1: ROYALTY INCOME 18 18 OTHER INCOME 4078 4078 DEFERRED FED EXCISE TAX 53503 66029 FEDERAL EXCISE TAX PAYABLE 8844 8844 DUE TO BROKER 55801 123517 FEDERAL EXCISE TAX 9166 0 0 FOREIGN TAX WITHHOLDING EXP 331 331 0 NYS UBT INCOME TAX EXPENSE 500 0 FEDERAL UBT TAX 1000