2026-07-03T05:47:21-05:00 2026-02-28 133489260 MATTHEWS & CO LLP 270 MADISON AVENUE 16TH FLOOR NEW YORK NY 10016 990PF 2025-03-01 133389567 JANE STERN FAMILY FOUNDATION INC JANE 2125851234 985 FIFTH AVE 18B NEW YORK NY 10075 JANE STERN LEBELL PRESIDENT 2125851234 2026-07-02 1 BARRY KITAEFF P00074778 2122935100 2025 2025-03-06 01:10:19Z X 336591 X X 344 344 2309 2309 22513 63797 22513 574 574 25740 25740 0 0 0 3349 3349 0 53 53 0 1179 370 809 4581 3772 809 35001 35001 39582 3772 35810 -13842 21968 26790 8610 8610 3707 10283 10283 135033 133121 317198 500 500 500 166030 152514 336591 0 0 X 0 0 0 0 166030 152514 166030 152514 166030 152514 166030 -13842 326 152514 0 152514 70 SHS OF ALPHABET INC. CLASS C P 2018-08-17 2025-05-08 10873 4204 6669 6669 10 SHS OF ANSYS, INC. P 2025-06-18 2025-07-18 3941 3369 572 572 30 SHS OF ANSYS, INC. P 2025-06-11 2025-07-18 11822 10422 1400 1400 20 SHS OF APPLE INC. P 2016-05-17 2025-06-11 4045 470 3575 3575 5 SHS OF APPLIED MATERIALS, INC. P 2024-08-13 2026-02-19 1831 1001 830 830 10 SHS OF APPLIED MATERIALS, INC. P 2024-08-13 2026-02-24 3771 2002 1769 1769 10 SHS OF APPLIED MATERIALS, INC. P 2024-07-26 2026-02-19 3662 2043 1619 1619 10 SHS OF BOADCOM INC. P 2023-09-22 2025-11-07 3455 832 2623 2623 12 SHS OF LVMH MOET HENNESSY LOUIS VUITTON SE P 2022-07-22 2025-07-31 6504 7933 -1429 -1429 15 SHS OF ORACLE CORPORATION P 2015-03-25 2025-06-18 3189 653 2536 2536 20 SHS OF ORACLE CORPORATION P 2015-03-25 2025-12-05 4328 871 3457 3457 0.5 SHS OF SOLSTICE ADVANCED MATERIALS, INC. P 2012-12-24 2025-10-31 25 7 18 18 12 SHS OF SOLSTICE ADVANCED MATERIALS, INC. P 2012-12-24 2025-11-04 526 179 347 347 0.596 SHS OF SYNOPSYS, INC. P 2025-07-18 2025-07-18 346 340 6 6 20 SHS OF UNITEDHEALTH GROUP INCORPORATED P 2021-01-05 2026-02-24 5479 6958 -1479 -1479 22513 305 0 305 0 305 466 0 0 0 466 0 161 161 0 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 0 0 0 0 1 N/A JANE STERN LEBELL 2125851234 985 FIFTH AVE APT 18B NEW YORK NY 10075 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JANE STERN LEBELL 985 FIFTH AVE NEW YORK NY 10075 PRES/TREAS 5.00 0 0 0 RONALD STERN 120 EAST END AVE NEW YORK NY 10028 DIRECTOR 1.00 0 0 0 GEOFFREY STERN 9 APACHE TRAIL WESTPORT CT 06880 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 332238 8696 0 340934 0 0 340934 5114 335820 16791 16791 305 305 16486 0 16486 0 16486 35810 0 35810 16486 0 0 42749 29293 46807 27364 2763 148976 35810 0 0 0 16486 19324 0 0 168300 0 0 0 0 0 0 42749 125551 29293 46807 27364 2763 19324 JANE STERN LEBELL X AICF AMERICA ISRAEL CULTURAL FOUNDATION 1140 BROADWAY SUITE 304 NEW YORK NY 10001 NONE PC SUPPORT OF ART 250 AMERICAN FRIENDS OF THE ISRAEL PHILHARMONIC 122 EAST 42ND STREET SUITE 4507 NEW YORK NY 10168 NONE PC SUPPORT OF THE ARTS 20460 AMERICAN FRIENDS OF THE JEWISH MUSEUM 545 FIFTH AVENUE STE 920 NEW YORK NY 10017 NONE PC GENERAL SUPPORT 1000 AMERICAN JEWISH COMMITTEE 165 EAST 56TH STREET NEW YORK NY 10022 NONE PC GENERAL SUPPORT 100 ARTHUR LIMAN CENTER FOR PUBLIC INTEREST LAW PO BOX 208215 NEW HAVEN CT 06520 NONE PC GENERAL SUPPORT 250 ARTIS PO BOX 1536 NEW YORK NY 10276 NONE PC SUPPORT OF ART 250 CONGREGATION KEHILATH JESHURUN 125 EAST 85TH STREET NEW YORK NY 10028 NONE PC RELIGIOUS 2076 GOD'S LOVE WE DELIVER 166 AVENUE OF THE AMERICAS NEW YORK NY 10013 NONE PC GENERAL SUPPORT 100 HAMPTON SYNAGOGUE 154 SUNSET AVENUE WESTHAMPTON BEACH NY 11978 NONE PC RELIGIOUS 360 ISEF FOUNDATION 520 EIGHT AVENUE - 4TH FLOOR NEW YORK NY 10018 NONE PC EDUCATIONAL 1500 JEWISH MUSEUM 1109 FIFTH AVENUE NEW YORK NY 10128 NONE PC SUPPORT OF THE ARTS 1000 MACULAR DEGENERATION ASSOCIATION 5969 CATTLERRIDGE BOULEVARD SUITE 10 SARASOTA FL 34232 NONE PC GENERAL CONTRIBUTION 500 METROPOLITAN MUSEUM OF ART 1000 5TH AVENUE NEW YORK NY 10028 NONE PC SUPPORT OF ART 106 MUSEUM OF JEWISH HERITAGE 36 BATTERY PLACE NEW YORK NY 10280 NONE PC RELIGIOUS 44 NEUE GALERIE 1048 FIFTH AVENUE NEW YORK NY 10028 NONE PC SUPPORT OF ART 265 NYU LANGONE HEALTH 1 PARK PLACE 5TH FLOOR NEW YORK NY 10016 NONE PC MEDICAL ORGANIZATION 1000 THE COMMUNITY SYNAGOGUE 30 HILLPOINT ROAD WESTPORT CT 06880 NONE PC RELIGIOUS 640 WASHINGTON INSTITUTE FOR NEAR EAST POLICY 1111 19TH STREET NW - SUITE 500 WASHINGTON DC 20036 NONE PC EDUCATIONAL 5000 WEILL CORNELL MEDICAL COLLEGE 1300 YORK AVENUE BOX 314 NEW YORK NY 10065 NONE PC MEDICAL ORGANIZATION 100 35001 0 14 344 14 2309 14 574 18 22513 0 25740 0 25740 0 0 0 0 0 0 0 0 0 0 CORPORATE BONDS 500 500 COPORATE STOCK 133121 317198 BANK CHARGES 370 370 0 FILING FEES 100 0 100 MISC EXPENSES 709 0 709 OTHER INCOME 574 574 574 UNREALIZED ADJUSTMENT 326 INVESTMENT ADVISORY FEES 3349 3349 0 FOREIGN WITHHOLDING TAXES 53 53 0