2025-11-13T17:16:16-08:00 2024-12-31 Richard M Cayne 2447 Kayron Lane North Bellmore NY 11710 990PF 2024-01-01 476668998 STOLPER FERTIK FAMILY FOUNDATION UAD 121014 STOL 6464552294 20 EAST 17TH STREET NEW YORK NY 10003 ANTONIA E STOLPER TRUSTEE 6464552294 2025-05-14 true RICHARD M CAYNE P01242752 5163304321 2025-11-13 X 2024 2025-03-06 01:10:19Z X 3646986 X 41107 96010 96010 153577 451209 153578 0 -408 -408 290286 249180 0 0 0 359 359 823 823 0 4000 33091 33091 38273 34273 0 410500 410500 448773 34273 410500 -158487 214907 112659 120835 120835 0 0 0 3460136 3526151 3526151 0 0 0 0 3572795 3646986 3646986 0 0 0 0 0 X 3572795 3646986 3572795 3646986 3572795 3646986 3572795 -158487 232678 3646986 3646986 135.91 SHARES AFLAC P 2012-03-01 2024-06-11 11931 0 4697 7234 0 0 0 7234 93 SHARES TR CORE S&P 500 P 2019-01-08 2024-11-26 110150 0 47243 62907 0 0 0 62907 447 ISHARES TR CORE US AGGREGATE P 2022-02-16 2024-11-20 114743 0 126416 -11673 0 0 0 -11673 453 ISHARES TR CORE US AGGREGATE P 2018-12-12 2024-11-26 27514 0 15745 11769 0 0 0 11769 418 ISHARES TR CORE MIDCAP P 2020-10-30 2024-11-26 35973 0 20916 15057 0 0 0 15057 292 ISHARES TR CORE SMALL CAP P 2020-10-30 2024-11-26 7881 0 7209 672 0 0 0 672 146 ISHARES INC CORE MSC P 2023-06-30 2024-11-26 12771 0 14041 -1270 0 0 0 -1270 204 ISHARES INC CORE MSCI PAC P 2021-09-27 2024-11-26 60653 0 51268 9385 0 0 0 9385 LAZARD OPPORTUNISTIC STRATEGIES P 2015-10-05 2024-11-26 8509 0 8008 501 0 0 0 501 132 VANGUARD INTL EQUITY P 2023-02-16 2024-11-26 8640 0 2088 6552 0 0 0 6552 98.4194 AFLAC P 2003-03-04 2024-06-11 14280 0 0 14280 0 0 0 14280 162.6702 AFLAC P 2003-03-04 2024-06-11 38164 0 0 38164 0 0 0 38164 LAZARD CAPITAL GAIN DISTRIBUTION P 2023-12-31 2024-12-31 0 0 0 0 0 0 0 0 153578 2987 0 2987 0 2987 3200 3200 -3200 213 213 false false false false false false false true true NY true false true false false true N/A ANTONIA E STOLPER 6464552294 20 EAST 17TH STREET NEW YORK NY 10003 false false false false false false false false false false false false false false false false false false false false ANTONIA E STOLPER 20 EAST 17TH STREET 6 NEW YORK NY 10003 TRUSTEE 5.00 0 0 0 ROBERT A FERTIK 20 EAST 17TH STREET 6 NEW YORK NY 10003 TRUSTEE 5.00 0 0 0 EDWARD S FERTIK 7508 PINEY BRANCH ROAD SILVER SPRING MD 20910 TRUSTEE 2.00 0 0 0 NONE 0 NONE 0 3609891 0 0 3609891 0 3609891 54148 3555743 177787 177787 2987 2987 174800 174800 174800 410500 410500 174800 205000 500000 507500 648500 410000 2271000 410500 0 410500 2681500 0 0 0 174800 205000 2476500 500000 507500 648500 410000 410500 X CORNELL ORNITHOLOGY LAB 159 SAPSUCKER WOODS RD ITHACA NY 14850 501(C)(3) GENERAL 10000 CITY HARVEST 3 EAST 32ND STREET NEW YORK NY 10016 501(C)(3) GENERAL 100000 MAKE THE ROAD 301 GROVE STREET BROOKLYN NY 11237 501(C)(3) GENERAL 100000 BACKBONE CAMPAIGN PO BOX 278 VASHON WA 98070 501(C)(3) GENERAL 5000 LEGAL AID SOCIETY 199 WATER ST NEW YORK NY 10038 501(C)(3) GENERAL 2500 VOICES FOR PROGRESS 1701 K STREET WASHINGTON DC 20009 501(C)(3) GENERAL 7500 WORKING FAMILIES POWER 77 SANDS STREET BROOKLYN NY 11201 501(C)(3) GENERAL 25000 VANCE CENTER 42 WEST 44TH STREET NEW YORK NY 10036 501(C)(3) GENERAL 130500 AMERICAN CONSTITUTION SOCIETY 601 13TH STREET NW SUITE 610 WASHINGTON DC 20005 501(C)(3) GENERAL 5000 CITY BAR JUSTICE FUND 42 WEST 44TH ST NEW YORK NY 10036 501(C)(3) GENERAL 5000 EMMA WILLARD SCHOOL 285 PAWLING AVENUE TROY NY 12180 501(C)(3) GENERAL 5000 ROOSEVELT INSTITUTE 570 LEXINGTON AVENUE NEW YORK NY 10022 501(C)(3) GENERAL 5000 NEW YORK CITY AUDUBON SOCIETY 127 127TH STREET NEW YORK NY 10027 501(C)(3) GENERAL 10000 410500 153577 153577 153577 8 NA false false false false false false false false false false X X 1 ALLEN FLORENCE FERTIK 104 KEMEYS COVE Briarcliff Manor NY 10510 25000 X 2 ROBERT FERTIK ANTONIA STOLPER 20 EAST 17TH STREET 6 New York NY 10003 16107 X CAPITAL GAIN DISTRIBUTION LAZARD ASSET MANAGEMENT 38164 38164 LONG TERM COVERED TRANSACTION FOR WHICH BASIS IS REPORTED 413045 297632 115413 EXCHANGE TRADED PRODUCTS 2729533 2729533 MUTUAL FUNDS 532831 532831 IMPACT VENTURES IV LP 263787 263787 INVESTMENT MANAGEMENT FEES 22009 22009 STATE FEES WIRE FEES 180 180 IMPACT VENTURES IV LP 10902 10902 IMPACT VENTURES IV LP -408 -408 UNREALIZED GAINS 232678 FOREIGN TAX 823 823