2024-06-12T14:03:21-05:00 2023-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 1500 RXR PLAZA WEST TOWER UNIONDALE NY 11556 990PF 2023-01-01 266138709 STANLEY'S GARDEN FOUNDATION STAN 2015681488 47 ESSEX DRIVE TENAFLY NJ 07670 KATHY LEVENTHAL TRUSTEE 2015681488 2024-06-07 1 KATHY LEVENTHAL 999009999 1 RANDI A SCHUSTER P00747022 5167472000 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 6492310 X 2159282 137650 137650 1756693 5464946 1756693 4053625 1894343 0 0 0 5746 5746 0 10000 0 0 250 0 250 15996 5746 250 231100 231100 247096 5746 231350 3806529 1888597 1538442 569385 569385 0 2013080 2013080 1972739 2725733 3531390 119274 375507 378455 3630455 5683705 6492310 0 0 X 0 0 0 0 3630455 5683705 3630455 5683705 3630455 5683705 3630455 3806529 3377 7440361 1756656 5683705 PUBLICLY TRADED SECURITIES 2158716 404909 1753807 1753807 PUBLICLY TRADED SECURITIES 3306230 3303344 2886 2886 1756693 26251 0 26251 0 26251 22149 0 20000 0 42149 X 0 15898 15898 0 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 0 1 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 4168695 398532 0 4567227 0 0 4567227 68508 4498719 224936 224936 26251 26251 198685 0 198685 0 198685 231350 0 231350 198685 0 0 433453 544611 218984 229854 1426902 231350 0 0 0 198685 32665 0 0 1459567 0 0 0 0 0 0 433453 1026114 544611 218984 229854 32665 KATHY LEVENTHAL X ENGLEWOOD HOSPITAL AND MEDICAL CENTER FOUNDATION 350 ENGLE STREET ENGLEWOOD NJ 07631 NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 2000 HOSPITAL FOR SPECIAL SURGERY 535 EAST 70TH ST NEW YORK NY 10021 NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 221500 MUSEUM OF JEWISH HERITAGE 36 BATTERY PLACE NEW YORK NY 10280 NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 1800 STUDENT LEADERSHIP NETWORK 322 8TH AVENUE 4TH FLOOR NEW YORK NY 10001 NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 1500 TULANE HILLEL 912 BROADWAY STREET NEW ORLEANS LA 70118 NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 1800 WORLDWIDE ORPHANS 244 FIFTH AVENUE SUITE K298 NEW YORK NY 10001 NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 2500 231100 0 14 137650 18 1756693 0 1894343 0 1894343 0 0 0 0 0 0 0 0 0 0 X X 1 KATHY LEVENTHAL 47 ESSEX DRIVE TENAFLY NJ 07670 2159282 X 1 12,620 SHARES OF APPLE INC STOCK 2159282 2023-10-25 VANGUARD TOTAL BOND MARKET 47141 47734 VANGUARD MORTGAGE-BACKED SEC 15739 15948 VANGUARD TOTAL INTL BOND ETF 46434 47955 SIX CIRCLES GLOBAL BOND 127160 127152 SIX CIRCLES CREDIT OPPORT 30847 31458 VANGUARD TOTAL INTL BOND ETF 108186 108208 ADVANCED MICRO DEVICES 98274 147410 ABBVIE INC SHS 89368 104760 AMAZON COM INC COM 94163 127630 APPLE INC 38878 136311 BROADCOM INC 100829 223250 DEERE CO 104107 121561 INTEL CORP 97762 110801 JOHNSON AND JOHNSON COM 121761 118495 KKR & CO INC CL A 92136 147224 LOCKHEED MARTIN CORP 84782 99713 MICROSOFT CORP 49256 198925 NVIDIA 65774 267419 PFIZER INC 91883 56659 PROCTER & GAMBLE CO 89729 94225 QUALCOMM INC 105903 126117 UNION PACIFIC CORP 103125 114705 UNITED PARCEL SVC CL B 101913 95596 FIDELITY 500 INDEX FUND 309684 349255 NEXTERA ENERGY PARNTERS 77630 30410 FIDELITY INTL INDX-INST PRM 53270 56878 JPMORGAN BETABUILDERS CANADA 39378 41101 SIX CIRCLES INTL UNCON EQ 135857 145750 JPMORGAN BETABUILDERS DEVELO 31255 32726 JPMORGAN BETABUILDERS JAPAN ETF 54265 57352 SIX CIRCLES US UNCONSTR EQ 209925 224919 VANGUARD S&P 500 ETF 254755 269942 JPMORGAN BETABUILDERS EUROPE ETF 30071 32256 2013080 2013080 0 0 UNREALIZED GAIN ON CONTRIBUTED MARKETABLE SECURITIES 1754373 TAX COST BASIS ADJUSTMENT ON MARKETABLE SECURITIES 2283 NYS FILING FEES 250 0 250 NONDIVIDEND DISTRIBUTIONS 3377 INVESTMENT ADVISORY FEES 5746 5746 0 KATHY LEVENTHAL 47 ESSEX DRIVE TENAFLY NJ 07670 FEDERAL EXCISE TAX - 2023 ESTIMATE 10000 0 0