2024-11-05T12:18:33-06:00 2023-12-31 132708318 BLITZER GELFAND AND COHEN PC 111 GREAT NECK ROAD SUITE 304 GREAT NECK NY 11021 990PF 2023-01-01 113135109 ERWIN & RUTH ZAFIR FOUNDATION INC ERWI 5168294470 1551 53 STREET BROOKLYN NY 11219 ERWIN ZAFIR PRESIDENT 2122549012 2024-11-05 1 0 HOWARD FOSTER P00093346 5168294470 2023 2024-10-15 13:58:12Z X 16977196 X 505000 X 1472 1472 449413 449413 216472 2974697 216472 1172357 667357 0 0 0 5000 0 0 960 0 0 5960 0 0 1335743 1335743 1341703 0 1335743 -169346 667357 175331 196857 196857 248657 680913 683539 13640444 13279225 16056490 18000 40310 40310 14082432 14197305 16977196 19056 19056 19056 19056 X 14063376 14178249 14063376 14178249 14082432 14197305 14063376 -169346 284219 14178249 0 14178249 JPMORGAN EQUITY INCOME P 2022-11-29 2023-11-13 39999 42368 -2369 -2369 CITIGROUP INC P 2014-02-05 2023-12-20 152408 141425 10983 10983 INTEL CORP P 2012-12-28 2023-01-25 415289 290252 125037 125037 SP500 STARS ISS TD PREM 11.10% P 2022-07-28 2023-08-11 199980 179100 20880 20880 SP500 STARS ISS BNS PREM 11.35% P 2022-08-25 2023-09-08 200430 180000 20430 20430 JPMORGAN EQUITY INCOME FD P 2019-10-23 2023-11-13 450988 387225 63763 63763 LOOMIS SAYLES GLOBAL ALLOCATION FD P 2018-08-07 2023-01-25 168222 187697 -19475 -19475 VIRTUS KAR SMALL-CAP GROWTH FUND P 2018-06-19 2023-04-24 100000 110314 -10314 -10314 FIDELITY ADV HEALTH CARE FD P 2021-10-27 2023-06-01 200000 239743 -39743 -39743 AB LARGE CAP GROWTH FUND P 2020-03-13 2023-04-24 200000 152720 47280 47280 216472 9276 0 9276 0 9276 31260 0 0 0 31260 X 0 21984 21984 0 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 0 0 0 0 1 N/A ERWIN ZAFIR 5168294470 1551 53 STREET BROOKLYN NY 11219 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ERWIN ZAFIR 1551 53 STREET BROOKLYN NY 11219 DIRECTOR 0.00 0 0 0 RUTH ZAFIR 1551 53 STREET BROOKLYN NY 11219 DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 0 15757202 137207 0 15894409 0 0 15894409 238416 15655993 782800 782800 9276 9276 773524 0 773524 0 773524 1335743 0 1335743 773524 0 0 494120 734633 717696 673981 1159618 3780048 1335743 0 0 0 773524 562219 0 0 4342267 0 0 0 0 0 0 494120 3848147 734633 717696 673981 1159618 562219 ERWIN ZAFIR RUTH ZAFIR X AGUDATH ISRAEL OF AMERICA 42 BROADWAY FL 14 NEW YORK NY 10004 NONE CHARITY 146000 AMERICAN FRIENDS OF REFUAH V'CHAIM 5308 13TH AVE 353 BROOKLYN NY 11219 NONE CHARITY 8400 BAIS TOVA GIRLS SCHOOL 555 OAK ST LAKEWOOD NJ 08701 NONE EDUCATION 10000 BMG 617 6TH STREET LAKEWOOD NJ 08701 NONE EDUCATION 127500 BONEI OLAM 1755 46TH ST BROOKLYN NY 11204 NONE CHARITY 25000 CHEDER 585 MONTGOMERY ST BROOKLYN NY 11225 NONE EDUCATION 5000 CONG EMUNAS YISROEL 4310 16TH AVE BROOKLYN NY 11219 NONE CONGREGATION 2160 CONG KAHAL UNGVAR 1578 53RD STREET BROOKLYN NY 11219 NONE PUBLIC CHARITY CONGREGATION 8100 CONG OHEL TORAH 25 ROSS ST BROOKLYN NY 11249 NONE CONGREGATION 1036 EMEK HALACHA 4905 12TH AVE BROOKLYN NY 11219 NONE CHARITY 2000 KEREN MATAN BESISER 1433 CONEY ISLAND AVE BROOKLYN NY 11230 NONE CHARITY 1000 KOLLEL SHABOS KODESH 1743 54TH ST BROOKLYN NY 11204 NONE CHARITY 36000 MESAMCHE LEV 1364 53RD ST BROOKLYN NY 11219 NONE CHARITY 6000 MIR YERUSHALAYIM 5225 NEW UTRECHT AVE BROOKLYN NY 11219 NONE EDUCATION 113000 MISASKIM 5805 16TH AVE BROOKLYN NY 11204 NONE CHARITY 10000 SARA BROKER HACNOSAS KALLAH 935 BROADWAY NEW YORK NY 10010 NONE CHARITY 20000 SHEKEL HAKODESH 10 JEFFERSON AVE NEW SQUARE NY 10977 NONE CHARITY 18000 SHUVU 5218 16TH AVE BROOKLYN NY 11204 NONE CHARITY 18000 THE DONORS FUND 328 THIRD ST LAKEWOOD NJ 08701 NONE CHARITY 64000 THE JEWISH CENTER FOR SPECIAL ED 1553 48TH ST BROOKLYN NY 11219 NONE SPECIAL EDUCATION 20000 THE OJC FUND 1303 53RD ST STE 303 BROOKLYN NY 11219 NONE CHARITY 13600 TOMCHAI SHABBATH 4712 FORT HAMILTON PKWY BROOKLYN NY 11219 NONE CHARITY 29800 TZEDAKA VOCHESED C/O BERKOWITZ 673 BEDFORD AVE BROOKLYN NY 11211 NONE PUBLIC CHARITY CHARITY 15000 VAAD REFUAH 620 FOSTER AVE BROOKLYN NY 11230 NONE CHARITY 3600 VARIOUS DONATIONS (ADDRESS AVAILABLE UPON REQUESTED) 1551 53 STREET BROOKLYN NY 11219 NONE CHARITY 43400 VARIOUS UNDER 500 1551 53 STREET BROOKLYN NY 11219 NONE CHARITY 9087 YESHIVA BAIS HILLEL C/O RABBI YISROEL EIDELMAN 470 E 2ND ST BROOKLYN NY 11218 NONE EDUCATION 18000 YESHIVA BONIM LAMOKOM 425 E 9TH ST BROOKLYN NY 11218 NONE SPECIAL EDUCATION 9960 YESHIVA LIVNAS HASAPIR 1760 53RD STREET BROOKLYN NY 11204 NONE SPECIAL EDUCATION 50000 YESHIVA MEOR EYNAYIM 1303 53RD ST STE 219 BROOKLYN NY 11219 NONE EDUCATION 181000 YESHVA GEDOLA TIFERETH SHMUEL 1262 EAST 9TH STREET BROOKLYN NY 11230 NONE EDUCATION 9000 YESHIVA TORAH VODAATH 425 EAST 9TH STREET BROOKLYN NY 11218 NONE EDUCATION 91400 AMERICAN FRIENDS OF CHAIM LAYELED 803 E 3 RD ST BROOKLYN NY 11218 NONE CHARITY 5000 BETH JACOB DAY SCHOOL 85 PARKVILLE AVE BROOKLYN NY 11230 NONE EDUCATION 1500 BUSINESS HALACHA INSTITUTE 1937 OCEAN AVE BROOKLYN NY 11230 NONE CHARITY 3600 CONG AHAVAS CHESED 3005 AVENUE L BROOKLYN NY 11210 NONE CONGREGATION 5400 CONG AVI EZRY 1260 48TH ST BROOKLYN NY 11219 NONE CONGREGATION 4000 CONG BAIS HILLEL 540 E 3RD ST BROOKLYN NY 11218 NONE CONGREGATION 10000 CONG BAIS MORDECHAI SEMEHEI 5820 21ST AVE BROOKLYN NY 11204 NONE CONGREGATION 3000 CONG BAIS MOSHE 8220 21ST AVE BROOKLYN NY 11214 NONE CONGREGATION 2000 CONG TIFERES S TZVI 1307 E 8TH ST BROOKLYN NY 11230 NONE CONGREGATION 1800 CONG VAYOKOM PINCHOS 1501 59TH ST BROOKLYN NY 11219 NONE CONGREGATION 5000 CONG YL SOUTH 8 113 S 8TH ST BROOKLYN NY 11249 NONE CONGREGATION 1000 CONG ZERA KODESH 5218 16TH AVE BROOKLYN NY 11204 NONE CONGREGATION 2500 FRIENDS OF THE TIFERET ZION INC 13 WASHINGTON AVE LAKEWOOD NJ 08701 NONE CHARITY 10000 KOLLEL B'EIR MENACHEM 6701 BAY PKY BROOKLYN NY 11204 NONE CHARITY 5000 EMERGENCY AID FUND 1370 N BROAD ST EDENTON NC 27932 NONE CHARITY 1000 TOLDOS AHARON 1281 49TH ST BROOKLYN NY 11219 NONE CHARITY 11800 ZICHRON MORDECHAI AVROHOM ISAAC KATZ 268 W ENGLEWOOD AVE TEANECK NJ 07666 NONE CHARITY 5100 MESIFTA NER MOISHE 140 POWDERHORN DR LAKEWOOD NJ 08701 NONE EDUCATION 25000 MIKVAH YISROEL 1980 AVENUE L BROOKLYN NY 11230 NONE CHARITY 18000 AMERICAN FRIENDS OF KIRYAT ARBA CO 1342 EAST 4 STREET BROOKLYN NY 11230 NONE EDUCATION 100000 1335743 0 14 1472 14 449413 14 216472 0 667357 0 667357 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 5000 0 0 680913 683539 0 0 BANK OF AMERICA AT COST 254064 949528 EATON VANCE ATLANTA CAPITAL SMID CAP FD AT COST 1062385 1387140 INVESCO EQUALLY WEIGHTED AT COST 271820 418641 JOHN HANCOCK DISCIPLINED VALUE AT COST 622998 848724 MFS INTERNATIONAL VALUE FUND AT COST 188307 202476 BLACKROCK HL SC OPP AT COST 657835 683942 JP MORGAN EQUITY INCOME AT COST 445764 716206 JP MORGAN SMALL CAP EQUITY FD CL AT COST 353570 327805 VICTORY SYCAMORE ESTABLISHED VALUE FD AT COST 1403666 1502101 CVS HEALTH CORP AT COST 556611 544508 SPDR S&P 500 ETF TRUST AT COST 165338 269023 VIRTUS KAR SMALL CAP GROWTH FUND AT COST 539312 473702 MORGAN STANLEY GLOBAL FRANCHISE PORT AT COST 960454 1336545 SP500 CLIRNS ISSUER BNS CAP AT COST 100000 145500 COLUMBIA DIVIDEND INCOME FUND AT COST 896496 1154768 EATON VANCE ATL CAPITAL SELECT EQUITY FD AT COST 312394 374666 AB LARGE CAP GROWTH AT COST 191912 304283 FIN BASKET SUN ISS BNS AT COST 399400 470080 FIDEILITY ADV HEALTH CARE AT COST 1332335 1148722 INVESCO S&P 500 EQUAL WEIGHT ETF AT COST 288855 284040 SPDR US FINANCIAL SECTOR ETF AT COST 532309 511360 XBI STARS ISS BOFA AT COST 179100 201420 SP500 STARS ISS TD AT COST 150000 151350 SP500 STARS ISS BNS AT COST 817300 929960 SP500 STEPUP ISS BOFA AT COST 597000 720000 LOAN TO AFFILIATES 18000 18000 18000 LOAN TO OFFICER 22310 22310 ADMINISTRATION FEE 150 0 0 NYS TAX 750 0 0 MISC. EXP 60 0 0 NET INCREASE IN BOOK VALUE 284219