2025-07-01T07:42:00-05:00 2024-12-31 510232399 BELFINT LYONS & SHUMAN PA 1011 CENTRE RD STE 310 WILMINGTON DE 19805 990PF 2024-01-01 133378881 SAMUEL J & ETHEL LEFRAK CHARITABLE TRUST SAMU 3026562390 1105 NORTH MARKET STREET 801 WILMINGTON DE 19801 BRIAN MCCLEAN TRUST OFFICER 3026562390 2025-06-18 1 0 JONATHAN A PATTERSON CPA P01225316 3022250600 2025-06-18 2024 2025-03-06 01:10:19Z X 6879395 X X 154071 154071 301304 1332721 301304 455375 455375 112000 56000 56000 2294 2294 0 11675 5838 5837 21008 21008 0 6385 6385 0 9867 9867 0 163229 101392 61837 349550 349550 512779 101392 411387 -57404 353983 114351 171228 171228 1813746 1718168 3672916 1990000 2180814 2214025 903811 694183 813104 8011 8122 8122 4829919 4772515 6879395 0 0 X 101 101 0 0 4829818 4772414 4829919 4772515 4829919 4772515 4829919 -57404 0 4772515 0 4772515 JP MORGAN - 1003 P 104640 74964 29676 29676 JP MORGAN - 2005 P 1093099 866049 227050 227050 JP MORGAN - 0800 P 120855 90404 30451 30451 CAPITAL GAINS DIVIDENDS P 14127 14127 14127 301304 4920 0 4920 0 4920 4103 0 1500 0 5603 54 629 629 0 0 0 0 0 0 0 0 0 0 0 1 1 DE 1 0 0 0 0 1 N/A THE LEFRAK TRUST COMPANY 3026562390 1105 N MARKET STREET SUITE 801 WILMINGTON DE 19801 1 CJ 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 FRANCINE LEFRAK 50 W 57TH STREET 7TH FLOOR NEW YORK NY 10019 TRUSTEE 15.00 100000 0 0 DENISE LEFRAK 820 PARK AVENUE NEW YORK NY 10021 TRUSTEE 5.00 0 0 0 JACQUELINE LEFRAK 966 ARAPAHO TRAIL FRANKLIN LAKES NJ 07417 TRUSTEE 5.00 0 0 0 THE LEFRAK TRUST COMPANY 1105 N MARKET STREET SUITE 801 WILMINGTON DE 19801 ADMINISTRATIVE TRUSTEE 5.00 12000 0 0 NONE 0 NONE 0 0 6674709 137438 0 6812147 0 0 6812147 102182 6709965 335498 335498 4920 4920 330578 0 330578 0 330578 411387 0 411387 330578 0 0 150451 193247 159052 204600 256200 963550 411387 0 0 0 330578 80809 0 0 1044359 0 0 0 0 0 0 150451 893908 193247 159052 204600 256200 80809 X ALZHEIMER'S DISEASE AND RELATED DISORDERS ASSOCIATION INC (DONATION IN HON 225 N MICHIGAN AVENUE 17TH FLOOR CHICAGO IL 60601 NONE PC RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERACY AND EDUCATIONAL 500 AMERICAN ACADEMY OF ACHIEVEMENT (CONTRIBUTION) 1222 16TH STREET NW W WASHINGTON DE 20035 NONE PC RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERACY AND EDUCATIONAL 25000 AMERICAN HEART ASSOCIATION INC (2025 HEART BALL DONATION IN HONOR OF MARIE 7272 GREENVILLE AVENUE DALLAS TX 752315129 NONE PC RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERACY AND EDUCATIONAL 5000 ANIMAL LEGAL DEFENSE FUND (MATCHING TUESDAY CONTRIBUTION) 525 EAST COTATI AVENUE COTATI CA 94931 NONE PC RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERACY AND EDUCATIONAL 2500 ANIMAL PROTECTION LEAGUE OF NEW JERSEY (CONTRIBUTION) P O BOX 186 GLEN GARDER NJ 08826 NONE PC RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERACY AND EDUCATIONAL 500 ANIMAL PROTECTION LEAGUE OF NEW JERSEY INC (CONTRIBUTION) P O BOX 186 GLEN GARDER NJ 08826 NONE PC RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERACY AND EDUCATIONAL 1000 APOLLO PACT INC (CONTRIBUTION) 25 TUDOR CITY PLACE APARTMENT 212 NEW YORK NY 10017 NONE PC RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERACY AND EDUCATIONAL 1500 BIRTHRIGHT ISRAEL FOUNDATION (CONTRIBUTION) 711 THIRD AVENUE 10TH FLOOR NEW YORK NY 10019 NONE PC RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERACY AND EDUCATIONAL 5000 CATSKILL ANIMAL SANCTUARY 316 OLD STAGE ROAD SAUGERTIES NY 12477 NONE PC RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERACY AND EDUCATIONAL 2000 CHALLENGED ATHLETES INC (DONATION) 9591 WAPLES STREET SAN DIEGO CA 92121 NONE PC RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERACY AND EDUCATIONAL 1000 CHASING SUNSHINE DOG RESCUE (CONTRIBUTION) 3 ZVINGILAS COURT GRISWOLD CT 06351 NONE PC RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERACY AND EDUCATIONAL 5000 COLUMBIA UNIVERSITY SCHOOL OF THE ARTS (DONATION) 305 DODGE HALL 2960 BROADWAY MC 1803 NEW YORK NY 10027 NONE PC RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERACY AND EDUCATIONAL 500 CONGREGATION EMANU-EL OF THE CITY OF NEW YORK (DONATION) 1 EAST 65TH STREET NEW YORK NY 10065 NONE PC RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERACY AND EDUCATIONAL 4300 FAMILIAL DYSAUTONOMIA FOUNDATION (DONATION ON BEHALF OF ALLISON BANDIER KOF 315 WEST 39TH STREET SUITE 701 NEW YORK NY 10018 NONE PC RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERACY AND EDUCATIONAL 5000 FARM SANCTUARY (MATCHING TUESDAY CONTRIBUTION) P O BOX 150 WATKINS GLEN NY 14891 NONE PC RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERACY AND EDUCATIONAL 2500 FASHION INSTITUTE OF TECHNOLOGY FOUNDATION (COUTURE COUNCIL FUND DONATION) 227 WEST 27TH STREET SUITE C907 NEW YORK NY 10001 NONE PC RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERACY AND EDUCATIONAL 2000 FERAL CATS RESCUE OF BERGEN COUNTY (CONTRIBUTION) 45 WHITNEY ROAD MAHWAH NJ 07430 NONE PC RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERACY AND EDUCATIONAL 500 FOOD BANK FOR NEW YORK CITY (DONATION IN HONOR OF DONATIONS) 39 BROADWAY NEW YORK NY 10006 NONE PC RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERACY AND EDUCATIONAL 1500 FOOD BANK FOR NEW YORK CITY (DONATION) 39 BROADWAY NEW YORK NY 10006 NONE PC RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERACY AND EDUCATIONAL 10000 FOR THE LOVE OF BIRDS (CONTRIBUTION) P O BOX 229 BELFORD NJ 077189998 NONE PC RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERACY AND EDUCATIONAL 500 FRIDAY SOUP KITCHEN AT ALL SOULS INC (CONTRIBUTION) 1157 LEXINGTON AVENUE NEW YORK NY 10075 NONE PC RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERACY AND EDUCATIONAL 1500 FRIENDS OF LAUREL HOUSE (IN HONOR OF PAM PAGNANI) 1616 WASHINGTON BOULEVARD STAMFORD CT 06902 NONE PC RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERACY AND EDUCATIONAL 500 FRIENDS OF THE EAST RIVER ESPLANADE (60TH-120TH STREETS) INC (CONTRIBUTION C/O RATNER 525 E 86TH STREET 8A NEW YORK NY 10028 NONE PC RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERACY AND EDUCATIONAL 500 FRIENDS OF THE ISRAEL DEFENSE FORCES (DONATION) P O BOX 4224 NEW YORK NY 10163 NONE PC RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERACY AND EDUCATIONAL 1000 GABRIELLES ANGEL FOUNDATION FOR CANCER RESEARCH (DONATION) C/O SOHO WORKS 430 W 14TH STREET FLOOR 5 NEW YORK NY 10014 NONE PC RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERACY AND EDUCATIONAL 5450 GRACE INSTITUTE OF NEW YORK INC (GRACE INSTITUTE BREAKFAST DONATION) 40 RECTOR STREET 14TH FLOOR NEW YORK NY 10006 NONE PC RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERACY AND EDUCATIONAL 325 HALFWAY HOME ANIMAL RESCUE TEAM (CONTRIBUTION) P O BOX 312 OAKLAND NJ 07436 NONE PC RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERACY AND EDUCATIONAL 500 HAPPY HEART HAPPY HOME FARM AND RESUE P O BOX 341 GLEN MILLS PA 19342 NONE PC RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERACY AND EDUCATIONAL 2500 HOSPITAL FOR SPECIAL SURGERY (2024 BIKE HSS TO SUPPORT DR ALANA SEROTA) P O BOX 21041 NEW YORK NY 10087 NONE PC RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERACY AND EDUCATIONAL 500 INSTITUTE OF CLASSICAL ARCHITECTURE & ART (DONATION) 20 WEST 44TH STREET SUITE 310 NEW YORK NY 10036 NONE PC RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERACY AND EDUCATIONAL 5000 LITTLE CITY FOUNDATION (DONATION TO MASTERPIECE GALA IN HONOR OF JULIE BELL 1760 W ALGONQUIN ROAD PALATINE IL 60067 NONE PC RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERACY AND EDUCATIONAL 5000 LITTLE CITY FOUNDATION (IN HONOR OF JULIE BELL) 1760 W ALGONQUIN ROAD PALATINE IL 60067 NONE PC RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERACY AND EDUCATIONAL 5000 LUISA DIAZ FOUNDATION INC (IN HONOR OF PETER THOMAS ROTH) 108 EAST 81ST STREET SUITA 9A NEW YORK NY 10028 NONE PC RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERACY AND EDUCATIONAL 500 MERCY FOR ANIMALS (MATCHING TUESDAY CONTRIBUTION) 8033 SUNSET BOULEVARD SUITE 864 LOS ANGELES CA 90046 NONE PC RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERACY AND EDUCATIONAL 50000 METROPOLITAN OPERA ASSOCIATION INC (IN HONOR OF BARBARA TOBER) 30 LINCOLN CENTER NEW YORK NY 10023 NONE PC RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERACY AND EDUCATIONAL 1000 MORSELIFE FOUNDATION INC (CONTRIBUTION) 4847 DAVID S MACK DRIVE PALM BEACH FL 33417 NONE PC RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERACY AND EDUCATIONAL 1000 MUSEUM OF ARTS AND DESIGN (DONATION) 2 COLUMBUS CIRCLE NEW YORK NY 10019 NONE PC RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERACY AND EDUCATIONAL 25000 NEW YORK PHILHARMONIC (IN HONOR OF KLARA AND LARRY SILVERSTEIN - SPONSORING 10 LINCOLN CENTER PLAZA NEW YORK NY 100236912 NONE PC RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERACY AND EDUCATIONAL 2500 NORTON MUSEUM OF ART (DONATION) 1450 S DIXIE HIGHWAY PALM BEACH FL 33401 NONE PC RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERACY AND EDUCATIONAL 5000 POINTS OF LIGHT FOUNDATION (IN HONOR OF THE 2024 GW BUSH POINTS OF LIGHT AW 1010 MARIETTA STREET NORTHWEST SUITE 3100 SUITE ATLANTA GA 30303 NONE PC RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERACY AND EDUCATIONAL 10000 RACE TO ERASE MS (2024 GALA DONATION) 1875 CENTURY PARK EAST SUITE 280 LOS ANGELES CA 90067 NONE PC RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERACY AND EDUCATIONAL 10000 RACE TO ERASE MS (DONATION IN HONOR OF ROBERTA GOLUBOCK) 1875 CENTURY PARK EAST SUITE 280 LOS ANGELES CA 90067 NONE PC RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERACY AND EDUCATIONAL 1000 RACE TO ERASE MS (IN HONOR OF NANCY DAVIS) 1875 CENTURY PARK EAST SUITE 280 LOS ANGELES CA 90067 NONE PC RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERACY AND EDUCATIONAL 1500 RAMAPO-BERGEN ANIMAL REFUGE INC (MATCHING TUESDAY) 2 SHELTER LANE OAKLAND NJ 07436 NONE PC RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERACY AND EDUCATIONAL 2500 RAMAPO-BERGEN ANIMAL REFUGE INC (SENIOR ANIMAL CARE FUND) 2 SHELTER LANE OAKLAND NJ 07436 NONE PC RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERACY AND EDUCATIONAL 2500 RANCHO RELAXO INC (CONTRIBUTION) 59 SWEDES BRIDGE ROAD SALEM NJ 08079 NONE PC RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERACY AND EDUCATIONAL 2500 ROWDY GIRL SANCTUARY INC (DONATION TO MATCH CAMPAIGN) 634 FM 1296 WAELDER TX 78959 NONE PC RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERACY AND EDUCATIONAL 9000 ROWDY GIRL SANCTUARY INC (FARM EQUIPMENT MATCH) 634 FM 1296 WAELDER TX 78959 NONE PC RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERACY AND EDUCATIONAL 12500 ROWDY GIRL SANCTUARY INC (TIME TO THRIVE MEDICAL FACILITY MATCH CAMPAIGN) 634 FM 1296 WAELDER TX 78959 NONE PC RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERACY AND EDUCATIONAL 5000 SKYLANDS ANIMAL SANCTUARY AND RESCUE 50 COMPTON ROAD WANTAGE NJ 07461 NONE PC RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERACY AND EDUCATIONAL 2500 SOLOMON R GUGGENHEIM FOUNDATION (INTERNATIONAL DIRECTOR'S FUND) 1071 FIFTH AVENUE NEW YORK NY 10128 NONE PC RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERACY AND EDUCATIONAL 20000 TACKLE ALS FOUNDATION INC CO MASS GENERAL HOSPITAL (DONATION ON BEHALF O 125 NASHUA STREET SUITE 540 BOSTON MA 021141101 NONE PC RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERACY AND EDUCATIONAL 5000 THE ALLEN STEVENSON SCHOOL (DONATION ON BEHALF OF ALLISON BANDIER KOFFMAN A 132 EAST 78TH STREET NEW YORK NY 100750381 NONE PC RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERACY AND EDUCATIONAL 11500 THE ALLEN-STEVENSON SCHOOL (CONTRIBUTION) 132 EAST 78TH STREET NEW YORK NY 100750381 NONE PC RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERACY AND EDUCATIONAL 5000 THE BAKER INSTITUTE FOR CHILDREN WITH HEARING LOSS (DONATION IN HONOR OF JE P O BOX 60962 PALO ALTO CA 94306 NONE PC RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERACY AND EDUCATIONAL 20000 THE MUSEUM OF MODERN ART (DONATION) 11 W 53RD STREET NEW YORK NY 10019 NONE PC RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERACY AND EDUCATIONAL 7000 THE RAPTOR TRUST (CONTRIBUTION) 1390 WHITE BRIDGE ROAD MILLINGTON NJ 07920 NONE PC RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERACY AND EDUCATIONAL 1000 THE RIVERDALE COUNTRY DAY SCHOOL INC (DONATION ON BEHALF OF ALLISON BANDIE 5250 FIELDSTON ROAD BRONX NY 10471 NONE PC RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERACY AND EDUCATIONAL 2400 THE SCHOOL FOR ETHICS AND GLOBAL LEADERSHIP (CONTRIBUTION) 1528 18TH STREET NW WASHINGTON DC 20036 NONE PC RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERACY AND EDUCATIONAL 1500 THE SCHOOL OF ETHICS & GLOBAL LEADERSHIP (DONATION ON BEHALF OF ALLISON BAN 1528 18TH STREET NW WASHINGTON DC 20036 NONE PC RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERACY AND EDUCATIONAL 5000 THE SPENCE SCHOOL DONATION ON BEHALF OF ALLISON BANDIER KOFFMAN JEFF LIPSIT 22 EAST 91ST STREET NEW YORK NY 10128 NONE PC RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERACY AND EDUCATIONAL 1100 TOM GOLD DANCE FOUNDATION (DONATION) 51 WEST 81ST STREET 2CD NEW YORK NY 10024 NONE PC RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERACY AND EDUCATIONAL 250 TRI-COUNTRY ANIMAL RESCUE (DONATION IN HONOR OF ADRIEN ARPEN) 21287 BOCA RIO ROAD BOCA RATON FL 33433 NONE PC RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERACY AND EDUCATIONAL 500 UNCLE NEILS HOME A FARM SANCTUARY (CONTRIBUTION) 1107 MANTUA PIKE SUITE 701-248 MANTUA NJ 08051 NONE PC RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERACY AND EDUCATIONAL 2500 WABC RADIO FOUNDATION (STRAIGHT DONATION TO WABC GALA) P O BOX 1777 NEW YORK NY 10163 NONE PC RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERACY AND EDUCATIONAL 1000 WILDLIFE SOS (2024 GRANT REQUEST CONTRIBUTION) 406 E 300 S 302 LAKE CITY UT 84111 NONE PC RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERACY AND EDUCATIONAL 12000 WOODSTOCK FARM ANIMAL SANCTUARY INC (CONTRIBUTION) 2 RESCUE ROAD HIGH FALLS NY 12440 NONE PC RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERACY AND EDUCATIONAL 5000 YIVO INSTITUTE FOR JEWISH RESEARCH INC (DONATION) 15 W 16TH STREET NEW YORK NY 10011 NONE PC RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERACY AND EDUCATIONAL 225 YWCA GREENWICH (IN HONOR OF PAM PAGNANI) 259 EAST PUTNAM AVENUE GREENWICH CT 06830 NONE PC RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERACY AND EDUCATIONAL 500 HOUNDS IN POUNDS INC 189 BERDAN AVENUE 138 WAYNE NJ 07470 NONE PC RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERACY AND EDUCATIONAL 500 349550 0 14 154071 18 301304 0 455375 0 455375 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 11675 5838 5837 THE TAXPAYER, HEREBY, ELECTS TO APPLY A PORTION OF THE CURRENT YEAR EXCESS QUALIFYING DISTRIBUTION TO PRIOR YEARS UNDISTRIBUTED INCOME. FURTHERMORE, THE TAXPAYER ELECTS TO APPLY $32 TOWARD THE UNDISTRIBUTED INCOME IN 2002 AND $12 TOWARD THE UNDISTRIBUTED IN 2003. JP MORGAN - 21762 2180814 2214025 JP MORGAN - 21762 1155193 2849972 JP MORGAN - 06931 330635 448831 FIDUCIARY TRUST - 30800 232340 374113 JP MORGAN - 95005 AT COST 694183 813104 LEGAL FEES 2294 2294 0 DIVIDENDS RECEIVABLE 8011 8122 8122 JP MORGAN US R/E INCOME & GROWTH DOM LP 6312 6312 0 KKR NORTH AMERICA XI PRIVATE - FEES 3536 3536 0 MISCELLANEOUS 19 19 0 INVESTMENT FEES 21008 21008 0 FOREIGN TAXES 151 151 0 EXCISE TAXES 6234 6234 0