2026-02-09T09:59:06-06:00 2025-03-31 873707167 CBIZ ADVISORS LLC 685 THIRD AVENUE NEW YORK NY 10017 990PF 2024-04-01 204920772 MORTIMER J PROPP LEGACY FOR ORTHODOX HEBREW DAY SCHOOLS INC MORT 2127523910 15 MAIDEN LANE 1300 NEW YORK NY 10038 MELVIN HELLER DIRECTOR 2127523910 2026-02-15 1 0 MENDY SCHMOOKLER P01269333 2125038800 2026-02-06 2024 2025-03-06 01:10:19Z X 4738040 X 0 X 262457 262457 460254 2931894 460254 -6213 -2801 716498 719910 0 0 0 3080 1540 1540 86435 0 935 210 210 0 89725 1750 2475 210434 210434 300159 1750 212909 416339 718160 76106 332820 332820 3219500 3434284 3630273 692725 808054 1229090 -551460 -721948 -454143 3436871 3853210 4738040 0 0 X 2871151 2871151 0 0 565720 982059 3436871 3853210 3436871 3853210 3436871 416339 0 3853210 0 3853210 PUBLICLY TRADED STOCK P 2024-01-01 2025-03-31 1699727 1241774 457953 457953 PUBLICLY TRADED STOCK P 2024-01-01 2025-03-31 1232167 1229753 2414 2414 L/T CAP GAINS (LOSS) FROM ENERGY TRANSFER LP P 2024-01-01 2025-03-31 21 -21 -21 L/T CAP GAINS (LOSS) FROM ENERGY TRANSFER LP P 2024-01-01 2025-03-31 92 -92 -92 460254 9982 0 9982 0 9982 6050 0 15000 0 21050 0 11068 11068 0 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 0 0 0 0 1 N/A MAY ZHANG 2127523910 15 MAIDEN LANE SUITE 1300 NEW YORK NY 10038 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JACK HELLER 15 MAIDEN LANE NEW YORK NY 10038 PRESIDENT & TREASURER 1.00 0 0 0 MELVIN HELLER 15 MAIDEN LANE NEW YORK NY 10038 VICE-PRESIDENT & SECRETARY 1.00 0 0 0 NONE 0 NONE 0 0 4537329 162395 72417 4772141 0 0 4772141 71582 4700559 235028 235028 9982 9982 225046 0 225046 0 225046 212909 0 212909 225046 126220 0 0 212909 126220 0 0 86689 0 0 0 0 0 0 0 0 138357 0 0 0 X BMA SPECIAL TRUST FUND 425 BROADWAY 25TH FLOOR NEW YORK NY 10006 PC FOR OPERATING EXPENSES OF RECIPIENT CHARITY 2000 CHABAD OF SOUTHAMPTON JEWISH CENTER 214 HILL STREET SOUTHAMPTON NY 11968 PC FOR OPERATING EXPENSES OF RECIPIENT CHARITY 168800 CHABAD OF TRIBECA 54 READE STREET NEW YORK NY 10007 PC FOR OPERATING EXPENSES OF RECIPIENT CHARITY 22580 CONGREGATION KEHILATH JESHURUN 125 E 85TH STREET NEW YORK NY 10028 PC FOR OPERATING EXPENSES OF RECIPIENT CHARITY 6804 SOUTH FLORIDA JEWISH ACADEMY 3700 COCONUT CREEK PKWY COCONUT CREEK FL 33066 PC FOR OPERATING EXPENSES OF RECIPIENT CHARITY 10000 THE WALL STREET SYNAGOGUE 47 BEEKMAN STREET NEW YORK NY 10038 PC FOR OPERATING EXPENSES OF RECIPIENT CHARITY 250 210434 0 14 262457 18 460254 UBTI LOSS FROM K-1 -3412 NON-UBTI LOSS FROM K-1 -2801 -3412 719910 0 716498 0 0 0 0 0 0 0 0 0 0 CBIZ 3080 1540 1540 30,000 SHS ARES CAPITAL CORP 641940 664800 12,700 SHS LENAR CORP CLASS B 1800531 1385189 15,000 SHS ETFIS SERIES TRUST IFRACAP 396341 712650 5,500 SHS FS KKR CAPITAL CORP 109385 115225 2000 SHS ETFIS SER TR I VIRTUS INFRCAP ETF 37559 42420 1 SH JP MORGAN ETF TRUST EQUITY PREMIUM INCOME ETF 56 57 1 SH JP MORGAN ETF TRUST NASDAQ EQUITY PREMIUM INCOM 53 52 2,000 SHS EXXON MOBIL CORP 122920 237860 12,000 SHS MILLROSE PPTYS INC 149654 318120 6,000 SHS VITESSE ENERGY INC 148669 147540 8,600 SHS 23ANDME HLDG CO 27176 6360 42,000 SHS ENERGY TRANSFERS PARTNERS LP AT COST 591970 780780 9,171.2530 SHS MATHEW INTERNATIONAL FUNDS CHINA INVESTOR AT COST 97802 136010 10,000 SHS GLENCORE PLC AT COST 96417 73100 20,000 SHS PARAMOUNT GLOBAL AT COST 21865 239200 TD AMERITRADE - SHORT OPTIONS -551460 0 0 CS - OPTIONS 0 -721948 -454143 BANK FEES 210 210 0 UBTI LOSS FROM K-1 -3412 -3412 NON-UBTI LOSS FROM K-1 -2801 -2801 -2801 FEDERAL EXCISE TAXES 61500 0 0 STATE FILING FEE 935 0 935 NYS TAXES 24000 0 0