2025-11-14T14:15:18-06:00 2024-12-31 132708318 BLITZER GELFAND AND COHEN PC 111 GREAT NECK ROAD SUITE 304 GREAT NECK NY 11021 990PF 2024-01-01 113135109 ERWIN & RUTH ZAFIR FOUNDATION INC ERWI 5168294470 1551 53 STREET BROOKLYN NY 11219 ERWIN ZAFIR PRESIDENT 2122549012 2025-11-14 1 0 HOWARD FOSTER P00093346 5168294470 2024 2025-03-06 01:10:19Z X 17851065 X 0 X 895 895 910096 910096 559950 8430663 559950 1470941 1470941 0 0 0 5000 0 0 900 0 0 5900 0 0 1414684 1414684 1420584 0 1414684 50357 1470941 196857 308201 308201 680913 1961921 1978399 13279225 12210316 15518636 40310 45829 45829 14197305 14526267 17851065 19056 19056 0 X 14178249 14526267 14178249 14526267 14197305 14526267 14178249 50357 297661 14526267 0 14526267 VIRTUS KAR SMALL CAP P 2023-12-20 2024-07-17 26424 25024 1400 1400 FIN BASKET SUN ISS BNS PREM 15.45% P 2021-12-07 2024-12-30 201314 147260 54054 54054 FIN BASKET SUN ISS BNS PREM 17.90% P 2022-03-03 2024-04-01 244440 180000 64440 64440 METLIFE INC P 2011-05-16 2024-12-20 410283 196849 213434 213434 SP500 STARS ISS TD PREM 9.10% P 2023-09-28 2024-10-11 163650 150000 13650 13650 SP500 STARS ISS TD PREM 9.95% P 2023-10-12 2024-10-25 109950 100000 9950 9950 SP500 CLIRNS ISSUER BNS P 2019-04-25 2024-04-26 151380 100000 51380 51380 SP500 STARS ISSUER BNS PREM 8.45% P 2022-01-27 2024-01-26 420840 358200 62640 62640 SP500 STEPUP ISS BOFA PREM 11.42% P 2022-02-24 2024-02-26 737040 597000 140040 140040 SP500 STARS ISS BNS PREM 9.25% P 2022-03-03 2024-03-15 213300 179100 34200 34200 SP500 STARS ISS BNS PREM 10.5% P 2022-04-28 2024-04-26 217800 180000 37800 37800 XBI STARS ISS BOFA PREM 13.5% P 2022-02-22 2024-02-26 228600 179100 49500 49500 VIRTUS KAR SMALL-CAP GROWTH FUND P 2018-06-19 2024-07-17 463323 514289 -50966 -50966 MFS INTL INTRINSIC VALUE FUND P 2013-11-27 2024-03-21 217050 188322 28728 28728 FIDELITY ADV HEALTH CARE P 2021-08-17 2024-07-05 1182035 1332335 -150300 -150300 559950 20446 0 20446 0 20446 21984 0 22000 0 43984 X 0 23538 23538 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 17360962 169827 0 17530789 0 0 17530789 262962 17267827 863391 863391 20446 20446 842945 0 842945 0 842945 1414684 0 1414684 842945 0 0 734633 717696 673981 1159618 562219 3848147 1414684 0 0 0 842945 571739 0 0 4419886 0 0 0 0 0 0 734633 3685253 717696 673981 1159618 562219 571739 ERWIN ZAFIR RUTH ZAFIR X AVRECHEI TORAH VODAATH 1582 53RD ST BROOKLYN NY 11219 NONE CONGREGATION 1000 CONG MEFOR HATFILA 5910 20TH AVE BROOKLYN NY 11204 NONE CONGREGATION 2500 CONG MOSDOS TOLDOS AHARON 777 KENT AVE 239 BROOKLYN NY 11205 NONE CONGREGATION 5000 CONG SHOMER SHABBOS 1280 53RD STREET BROOKLYN NY 11219 NONE CONGREGATION 50000 CONG TIFERES ZVI 1307 E 8TH ST BROOKLYN NY 11230 NONE CONGREGATION 5000 CONG TORAH TEMIMA 555 OCEAN PARKWAY BROOKLYN BROOKLYN NY 11218 NONE CONGREGATION 1000 CONGREGATION SHUTZ 81 EDGECOMB AVE LAKEWOOD NJ 08701 NONE CONGREGATION 6000 PROJECT WITNESS 201 FOSTER AVE BROOKLYN NY 11230 NONE CHARITY 7900 HATZALAH VOLANTEER AMBULANCE 1070 MCDONALD AVENUE BROOKLYN NY 11230 NONE CHARITY 3600 KEREN MUGIN MOISHE 69 PENN ST BROOKLYN NY 11249 NONE CHARITY 7460 KEREN OLAM HATORA 619 7TH ST LAKEWOOD NJ 08701 NONE EDUCATION 180000 MOSDOS SQUARE 1373 43RD ST BROOKLYN NY 11219 NONE CONGREGATION 18000 NACHLAS YITZCHOK 141-39 73RD AVE FLUSHING NY 11367 NONE CHARITY 8000 RCCS 762 BEDFORD AVENUE BROOKLYN NY 11205 NONE CHARITY 3600 RENEWAL 4721 NEW UTRECHT AVE BROOKLYN NY 11219 NONE CHARITY 18900 SAR MIRIAM KALLAH FUND C/O TV 425 E 9TH ST BROOKLYN NY 11218 NONE CHARITY 20000 TALMUDICAL YESHIVA OF PHILADELPHIA 6040 DREXEL RD PHILADELPHIA PA 19131 NONE EDUCATION 1800 TORAH UTEFILA 5102 FORT HAMILTON PKWY BROOKLYN NY 11219 NONE CHARITY 5000 YESHIVA TV 425 EAST 9TH STREET BROOKLYN NY 11218 NONE EDUCATION 26000 VAAD L'HACNOSAS ORCHIM 1472 52ND ST BROOKLYN NY 11219 NONE CHARITY 3160 YESHIVA SHEVILY HATALMUD 1430 HEATHWOOD AVE LAKEWOOD NJ 08701 NONE EDUCATION 2000 YESHIVA KETANA OF LAKEWOOD 120 2ND ST LAKEWOOD LAKEWOOD NJ 08701 NONE EDUCATION 5000 YESHIVA MIR YERUSHALAYIM 5227 NEW UTRECHT AVE BROOKLYN NY 11219 NONE EDUCATION 96000 YESHIVA NER MOISHE 127 FOREST DR LAKEWOOD NJ 08701 NONE EDUCATION 10000 YESHIVA TIFFERES MOAV 83-06 ABINGDON RD KEW GARDENS NY 11415 NONE EDUCATION 5000 AGUDATH ISRAEL OF AMERICA 42 BROADWAY FL 14 NEW YORK NY 10004 NONE CHARITY 115500 AMERICAN FRIENDS OF CHAIM LAYELED 803 E 3 RD ST BROOKLYN NY 11218 NONE CHARITY 3600 AMERICAN FRIENDS OF REFUAH V'CHAIM 5308 13TH AVE 353 BROOKLYN NY 11219 NONE CHARITY 9600 BETH JACOB OF BORO PARK 1371 46TH ST BROOKLYN NY 11219 NONE EDUCATION 5000 BMG 617 6TH STREET LAKEWOOD NJ 08701 NONE EDUCATION 115000 BHI 671 LOUISIANA AVE BROOKLYN NY 11239 NONE CHARITY 5000 CHEDER 585 MONTGOMERY ST BROOKLYN NY 11225 NONE EDUCATION 5300 CONG KAHAL UNGVAR 1578 53RD STREET BROOKLYN NY 11219 NONE PUBLIC CHARITY CONGREGATION 6700 EMERGENCY AID FUND 1370 N BROAD ST EDENTON NC 27932 NONE CHARITY 1000 FRIENDS OF THE TIFERET ZION INC 13 WASHINGTON AVE LAKEWOOD NJ 08701 NONE CHARITY 5000 KOLLEL SHABOS KODESH 1743 54TH ST BROOKLYN NY 11204 NONE CHARITY 7500 MESAMCHE LEV 1364 53RD ST BROOKLYN NY 11219 NONE CHARITY 10125 MESIFTA NER MOISHE 140 POWDERHORN DR LAKEWOOD NJ 08701 NONE EDUCATION 30000 MIKVAH YISROEL 1980 AVENUE L BROOKLYN NY 11230 NONE CHARITY 68000 MIR YERUSHALAYIM 5225 NEW UTRECHT AVE BROOKLYN NY 11219 NONE EDUCATION 43000 SARA BROKER HACNOSAS KALLAH 935 BROADWAY NEW YORK NY 10010 NONE CHARITY 50000 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 75450 THE OJC FUND 1303 53RD ST STE 303 BROOKLYN NY 11219 NONE CHARITY 12500 TOMCHEI SHABBOS OF BP 4712 FORT HAMILTON PKWY BROOKLYN NY 11219 NONE CHARITY 10000 TZEDAKA VOCHESED C/O BERKOWITZ 673 BEDFORD AVE BROOKLYN NY 11211 NONE PUBLIC CHARITY CHARITY 8000 VAAD REFUAH 620 FOSTER AVE BROOKLYN NY 11230 NONE CHARITY 8600 VARIOUS DONATIONS (ADDRESS AVAILABLE UPON REQUESTED) 1551 53 STREET BROOKLYN NY 11219 NONE CHARITY 28392 VARIOUS UNDER 500 1551 53 STREET BROOKLYN NY 11219 NONE CHARITY 8567 YESHIVA BONIM LAMOKOM 425 E 9TH ST BROOKLYN NY 11218 NONE SPECIAL EDUCATION 10000 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 146600 YESHIVA TORAH VODAATH 425 EAST 9TH STREET BROOKLYN NY 11218 NONE EDUCATION 44330 YESHVA GEDOLA TIFERETH SHMUEL 1262 EAST 9TH STREET BROOKLYN NY 11230 NONE EDUCATION 4000 1414684 0 14 895 14 910096 14 559950 0 1470941 0 1470941 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 5000 0 0 1961921 1978399 0 0 BANK OF AMERICA AT COST 254064 1239434 EATON VANCE ATLANTA CAPITAL SMID CAP FD AT COST 1622988 2061365 INVESCO EQUALLY WEIGHTED AT COST 271820 433855 JOHN HANCOCK DISCIPLINED VALUE AT COST 726670 933620 BLACKROCK HL SC OPP AT COST 719016 710309 JP MORGAN EQUITY INCOME AT COST 445764 744841 JP MORGAN SMALL CAP EQUITY FD CL AT COST 394081 359754 VICTORY SYCAMORE ESTABLISHED VALUE FD AT COST 1572459 1650360 CVS HEALTH CORP AT COST 556611 309561 SPDR S&P 500 ETF TRUST AT COST 169324 336143 MORGAN STANLEY GLOBAL FRANCHISE PORT AT COST 1115650 1452916 COLUMBIA DIVIDEND INCOME FUND AT COST 969617 1325012 EATON VANCE ATL CAPITAL SELECT EQUITY FD AT COST 331559 432884 AB LARGE CAP GROWTH AT COST 191912 355065 FIN BASKET SUN ISS BNS AT COST 100000 141800 INVESCO S&P 500 EQUAL WEIGHT ETF AT COST 288855 315414 SPDR US FINANCIAL SECTOR ETF AT COST 532309 657288 R2000 STARS ISS BNS AT COST 150000 159900 SP500 BEAR STARS ISS BNS AT COST 180000 181980 JP MORGAN LARGE CAP AT COST 1617617 1717135 LOAN TO AFFILIATES 18000 18000 18000 LOAN TO OFFICER 22310 27829 27829 ADMINISTRATION FEE 150 0 0 NYS TAX 750 0 0 NET INCREASE IN BOOK VALUE 297661