2024-08-05T11:34:56-05:00 2023-11-30 873707167 CBIZ MARKS PANETH LLC 685 THIRD AVENUE NEW YORK NY 10017 990PF 2022-12-01 133387376 IRVING & MURIEL FISCHER FOUNDATION INC IRVI 9142423475 171 SUCCABONE ROAD BEDFORD HILLS NY 10507 IRVING FISCHER VICE PRESIDENT 9142423475 2024-08-05 1 0 RUSSELL EPHRAIM P01272397 2125038800 2024-08-05 2022 2024-08-08 14:25:15Z X 305772 X 10000 106 106 9205 9205 -3159 66422 0 16152 9311 0 0 0 5000 2500 2500 1066 1066 0 54 0 0 341 241 100 6461 3807 2600 15000 15000 21461 3807 17600 -5309 5504 54793 80434 80434 52096 47392 54898 217912 191666 170440 324801 319492 305772 0 0 X 324801 319492 0 0 0 0 324801 319492 324801 319492 324801 -5309 0 319492 0 319492 25 TRUIST FINANCIAL CORPORATION P 2022-03-29 2022-12-06 1040 1329 -289 -289 3 TESLA INC P 2022-02-11 2022-12-20 424 934 -510 -510 3 ULTA BEAUTY INC P 2022-02-09 2023-01-20 1474 1158 316 316 5 D R HORTON INC P 2022-06-02 2023-02-10 491 380 111 111 5 QUANTA SVCS INC P 2022-08-11 2023-02-10 757 706 51 51 10 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EDWARDS LIFESCIENCES CORP P 2021-10-12 2022-12-29 376 545 -169 -169 25,000 BRISTOL-MYERS SQUIBB 2.75% 2/15/23 P 2020-11-20 2023-02-15 25000 26246 -1246 -1246 5 ANALOG DEVICES INC P 2022-02-02 2023-03-24 936 840 96 96 5 AUTOMATIC DATA PROCESSING INC P 2021-10-12 2023-03-24 1068 1019 49 49 5 NVIDIA CORP P 2021-10-12 2023-03-27 1326 1037 289 289 3 TARGET CORP P 2022-07-06 2023-08-23 370 437 -67 -67 5 DIAGEO PLC SPON ADR NEW P 2022-03-29 2023-09-29 748 945 -197 -197 5 FREEPORT-MCMORAN COPPER & GOLD INC CL B P 2022-06-01 2023-10-20 170 199 -29 -29 -3159 77 0 77 0 77 29 0 500 0 529 0 452 452 0 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 0 0 0 0 1 N/A MICHAEL FISCHER 9142423475 P O BOX 367 BEDFORD HILLS NY 10507 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JAY KAPLAN 171 SUCCABONE ROAD BEDFORD HILLS NY 10507 SECRETARY 1.00 0 0 0 MICHAEL FISCHER 171 SUCCABONE ROAD BEDFORD HILLS NY 10507 VICE PRESIDENT 1.00 0 0 0 STEPHEN SUSSMAN 171 SUCCABONE ROAD BEDFORD HILLS NY 10507 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 251287 77368 0 328655 0 0 328655 4930 323725 16186 16186 77 77 16109 0 16109 0 16109 17600 0 17600 16109 11254 0 0 17600 11254 0 0 6346 0 0 0 0 0 0 0 0 9763 0 0 0 X NY CENTER FOR BRAIN HEALTH 555 TAXTER ROAD ELMSFORD NY 10523 PC TO FURTHER DONEE'S EXEMPT PURPOSE 15000 15000 0 14 106 14 9205 18 -3159 0 6152 0 6152 0 0 0 0 0 0 0 0 0 0 X X 1 1-7 BIG SHOP GROUP LLC 171 SUCCABONE RD BEDFORD HILLS NY 105072230 10000 X ACCOUNTING FEES-MARKS PANETH 5000 2500 2500 THE FOUNDATION IS MAKING AN ELECTION UNDER REGULATIONS SECTION 53.4942 (A)-3(D)(2) TO APPLY ALL OF THE REMAINING QUALIFIED DISTRIBUTIONS TO ANY UNDISTRIBUTED INCOME REMAINING FROM YEARS BEFORE 2012. 50,000 UTD PARCEL SVC 3.9% 4/01/25 57134 49499 25,000 WALMART INC 2.85% 7/08/24 26856 24905 25,000 HONEYWELL INTL 2.3% 8/15/24 26428 24634 25,000 COMCAST CORP 3.95% 10/15/25 28098 24621 50,000 KROGER CO 2.65% 10/15/26 53150 46781 5 NIKE INC-B 459 551 8 STRYKER CORP 2074 2371 7 COSTCO WHOLESALE CORP 3155 4149 20 AMAZON.COM INC 3249 2922 10 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241 0 NYS FILING FEES 100 0 100 FNZ TRUST COMPANY 1066 1066 0 FEDERAL TAXES 54 0 0