2024-11-11T08:31:52-08:00 2023-12-31 223633982 KAPLAN AND MACK LLC 959 US HIGHWAY 46 STE 302 PARSIPPANY NJ 07054 990PF 2023-01-01 223140652 SYLVIA & STANLEY SHIRVAN FDN SYLV 9737257919 23 FARVIEW RD TENAFLY NJ 07670 STANLEY SHIRVAN Director 2024-11-11 true true MICHAEL D KAPLAN P00044019 9732270086 2023 2024-10-15 13:58:12Z X 6071942 X 500 500 94295 94295 275285 4564989 276847 370080 371642 20000 3350 3350 56002 56002 514 514 79866 59866 0 220698 220698 300564 59866 220698 69516 311776 158481 73138 73138 2784550 3300088 5649784 697763 339170 349020 3640794 3712396 6071942 0 X 3640794 3712396 3640794 3712396 3640794 3712396 3640794 69516 3755 3714065 1669 3712396 MORGAN STANLEY SHORT-TERM COVERED P 2023-01-01 2023-12-31 3613010 3640161 -27151 -27151 MORGAN STANLEY LONG-TERM COVERED P 2022-01-01 2023-12-31 917405 641132 276273 276273 125 JOHNSON & JOHNSON P 2006-03-09 2023-08-28 20639 7331 13308 13308 .49 KENVUE INC P 2006-03-09 2023-08-24 11 4 7 7 25 THERMO FISHER SCIENTIFIC P 2010-08-27 2023-05-01 13924 1076 12848 12848 Wash Sale 1562 276847 4334 4334 4334 3182 3182 X 1152 0 false false false false false false false true true NJ true false false false false true N/A MARK SHIRVAN 2015699405 23 FARVIEW RD TENAFLY NJ 07670 false false false false false false false false false false false false false false false false false false false false false false STANLEY SHIRVAN 23 FARVIEW RD TENAFLY NJ 07640 Director 3.00 0 MARK SHIRVAN 9 EVERETT RD DEMAREST NJ 07627 Director 1.00 10000 RANDI CHUNG 29 CUMBERMEADE RD FORT LEE NJ 07024 Director 1.00 5000 LEIGH HELFENBEIN 180 RIVERSIDE BLVD APT 26F NEW YORK NY 10036 Director 1.00 5000 NONE NONE 5475116 161352 0 5636468 0 5636468 84547 5551921 277596 277596 4334 4334 273262 273262 273262 220698 220698 273262 6009 6666 12675 220698 0 220698 12675 12675 39889 STANLEY SHIRVAN X AMERICAN TECHNION SOCIETY 55 E 59TH ST NEW YORK NY 10022 PC GENERAL 9530 ENGLEWOOD HEALTH FOUNDATION 350 ENGLE ST ENGLEWOOD NJ 07631 EOF GENERAL 30000 JEWISH FEDERATION OF NORTHERN NEW J 50 EISENHOWER DR PARAMUS NJ 07652 EOF GENERAL 10000 JEWISH FAMILY CHILDREN'S SVCS OF NO 1485 TEANECK RD TEANECK NJ 07666 PC GENERAL 1000 TEMPLE SINAI OF BERGEN COUNTY ONE ENGLE ST TENAFLY NJ 07670 PC GENERAL 1950 ANDIAMO MOTORCYCLE CHARITY RUN 23 HARDENBURGH AVE HAWORTH NJ 07641 PC GENERAL 1000 JEWISH FEDERATION OF NORTHERN NEW J 50 EISENHOWER DR PARAMUS NJ 07652 PC GENERAL 10000 ENGLEWOOD HEALTH FOUNDATION 350 ENGLE ST ENGLEWOOD NJ 07631 EOF GENERAL 30000 ANTI-DEFAMATION LEAGUE 605 THIRD AVE NEW YORK NY 10158 PC GENERAL 2500 AMY AND MARK SHIRVAN FAMILY FOUNDAT 9 EVERETT RD DEMAREST NJ 07627 POF GENERAL 30000 THE ARNOLD P GOLD FOUNDATION 619 E PALISADE AVE ENGLEWOOD CLIFFS NJ 07632 EOF GENERAL 1500 ENGLEWOOD HEALTH FOUNDATION 350 ENGLE ST ENGLEWOOD NJ 07631 EOF GENERAL 30000 KAPLEN JCC ON THE PALISADES 411 EAST CLINTON AVE TENAFLY NJ 07670 PC GENERAL 1068 JEWISH HOME REHABILITATION 10 LINK DRIVE ROCKLEIGH NJ 07647 EOF GENERAL 20000 AMERICAN FRIENDS OF MAGEN DAVID ADO 352 SEVENTH AVENUE SUITE 400 NEW YORK NY 10001 PC GENERAL 5000 AJC GLOBAL JEWISH ADVOCACY 165 EAST 56 STREET NEW YORK NY 10022 PC GENERAL 500 JEWISH HOME REHABILITATION 10 LINK DRIVE ROCKLEIGH NJ 07647 EOF GENERAL 500 AIPAC 251 H ST NW WASHINGTON DC 20001 PC GENERAL 250 TENAFLY FIRE ASSOCIATION 100 RIVEREDGE RD TENAFLY NJ 07670 PC GENERAL 150 PBA 376 TENAFLY P O BOX 376 TENAFLY NJ 07670 PC GENERAL 100 TENAFLY AMBULANCE 100 RIVEREDGE RD TENAFLY NJ 07670 PC GENERAL 150 AMERICAN KIDNEY FOUNDATION 11921 ROCKVILLE PIKE STE 300 ROCKVILLE MD 20852 PC GENERAL 150 COHEN CHILDREN'S MEDICAL CENTER 269-01 76TH AVE QUEENS NY 11040 PC GENERAL 150 BOYS AND GIRLS CLUBS OF AMERICA 1275 PEACHTREE ST NE ATLANTA GA 30309 PC GENERAL 50 KAPLEN JCC ON THE PALISADES 411 EAST CLINTON AVE TENAFLY NJ 07670 PC GENERAL 5000 KAPLEN JCC ON THE PALISADES 411 EAST CLINTON AVE TENAFLY NJ 07670 PC GENERAL 5000 COMPASSION CHOICES P O BOX 485 ETNA NH 03750 PC GENERAL 150 NEW JERSEY Y CAMPS 21 PLYMOUTH ST FAIRFIELD NJ 07004 PC GENERAL 25000 220698 14 500 14 94295 18 275285 370080 370080 false false false false false false false false false false X TAX RETURN PREPARATION FEES 3350 3350 0 0 CORPORATE STOCKS 3300088 5649784 EXCHANGE-TRADED & CLOSED-END FUNDS AT COST 339170 349020 BOOK/TAX DIFFERENCE 1669 NON-DIVIDEND DISTRIBUTIONS 2193 WASH SALE - DISALLOWED LOSSES 1562 INVESTMENT ADVISORY FEES 56002 56002 0 0 FOREIGN TAXES 514 514