2025-07-09T17:02:58-05:00 2024-08-31 132738625 DDK & COMPANY LLP ONE PENN PLAZA 6TH FLR NEW YORK NY 10119 990PF 2023-09-01 133738495 ANN & JULES GOTTLIEB FOUNDATION INC ANN& 5163003299 26 WEST BROADWAY 601 LONG BEACH NY 11561 LYNNE BLUMENSTOCK PRESIDENT 2129970600 2025-07-09 1 0 MICHAEL RUBIN P00190414 2129970600 2025-07-09 2023 2025-03-06 01:10:19Z X 594443 X 0 X 178 178 16504 16504 22650 363049 22650 39332 39332 0 0 0 625 0 0 625 0 0 40000 40000 40625 0 40000 -1293 39332 51769 70881 70881 504978 484573 523562 556747 555454 594443 0 0 X 0 0 0 0 556747 555454 556747 555454 556747 555454 556747 -1293 0 555454 0 555454 SALE OF INVESCO S&P INDUSTRIAL P 2022-10-25 2023-10-09 1419 1526 -107 -107 SALE OF INVESCO S&P INDUSTRIAL P 2022-07-11 2023-10-09 70929 77869 -6940 -6940 SALE OF GUGGENHEIM P 2022-11-25 2023-10-25 272 256 16 16 SALE OF GUGGENHEIM P 2022-07-11 2023-10-25 29879 35699 -5820 -5820 SALE OF FIRST TR PORT DOW TARGET P 2023-02-27 2024-01-09 1185 1058 127 127 SALE OF FIRST TR PORT DOW TARGET P 2022-12-15 2024-01-09 33954 32000 1954 1954 SALE OF FIRST TR PORT DOW TARGET P 2023-03-27 2024-03-08 813 763 50 50 SALE OF FIRST TR EMERGING MARKETS STRENGTH PORT P 2022-03-22 2022-03-22 11107 12243 -1136 -1136 SALE OF FIRST TR PORT DOW TARGET P 2023-02-10 2024-03-08 21488 21037 451 451 SALE OF GUGGENHEIM P 2023-05-25 2024-04-22 1868 1697 171 171 SALE OF GUGGENHEIM P 2022-04-21 2024-04-22 43029 29045 13984 13984 SALE OF FIRST TR HEALTH CARE SELECT PORT P 2023-06-26 2024-04-22 326 299 27 27 SALE OF FIRST TR HEALTH CARE SELECT PORT P 2022-04-25 2024-04-22 28259 25130 3129 3129 SALE OF FIRST TR BALANCED INCOME SELECT P 2023-05-25 2024-05-17 1192 1108 84 84 SALE OF FIRST TR BALANCED INCOME SELECT P 2022-05-23 2024-05-17 16629 16377 252 252 SALE OF FIRST TR PORT LP P 2023-06-26 2024-06-07 963 930 33 33 SALE OF FIRST TR PORT LP P 2023-05-10 2024-06-07 23624 22457 1167 1167 SALE OF INVESCO NASDAQ 100 GRWTH LEADERS P 2024-01-09 2024-07-15 118 95 23 23 SALE OF INVESCO NASDAQ 100 GRWTH LEADERS P 2023-04-13 2024-07-15 28674 18507 10167 10167 SALE OF STRAT DIV SELECT PORT SERIES 50 CASH P 2022-08-29 2024-07-12 47321 42303 5018 5018 22650 547 0 547 0 547 713 0 550 0 1263 0 716 716 0 0 0 0 0 0 0 0 0 0 0 0 1 NY 1 0 0 0 0 1 N/A FOUNDATION MANAGER 5163003299 26 WEST BROADWAY 601 LONG BEACH NY 11561 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LYNNE GOTTLIEB 26 WEST BROADWAY 601 LONG BEACH NY 11561 PRESIDENT 0.25 0 0 0 HANNAH BLUMENSTOCK 26 WEST BROADWAY 601 LONG BEACH NY 11561 TREASURER 0.25 0 0 0 ALEXA BLUMENSTOCK 26 WEST BROADWAY 601 LONG BEACH NY 11561 SECRETARY 0.25 0 0 0 NONE 0 NONE 0 0 548008 76105 0 624113 0 0 624113 9362 614751 30738 30738 547 547 30191 0 30191 0 30191 40000 0 40000 30191 0 0 873 22820 57558 64076 145327 40000 0 0 0 30191 9809 0 0 155136 0 0 0 0 0 0 873 154263 22820 57558 64076 9809 LYNNE GOTTLIEB X EVERYTOWN FOR GUN SAFETY PO BOX 3886 NEW YORK NY 10163 501(C)(4) GENERAL USE 10000 HUMAN RIGHTS CAMPAIGN FOUNDATION 1640 RHODE ISLAND AVE NW WASHINGTON DC 20036 501(C)(3) GENERAL USE 10000 PLANNED PARENTHOOD OF GREATER NY 540 FULTON AVENUE HEMPSTEAD NY 11550 501(C)(3) GENERAL USEGENERAL USE 10000 SOUTHERN POVERTY LAW CENTER 400 WASHINGTON AVENUE MONTGOMERY AL 36104 501(C)(3) GENERAL USE 10000 40000 0 14 178 14 16504 18 22650 0 39332 0 39332 0 0 0 0 0 0 0 0 0 0 WELLS FARGO UNIT INVESTMENT TRUSTS FMV 484573 523562 FILING FEES 125 0 0 FEDERAL TAXES 500 0 0