2026-06-18T08:15:27-05:00 2025-12-31 881478669 CBIZ ADVISORS LLC 340 MT KEMBLE AVE SUITE 210N MORRISTOWN NJ 07960 990PF 2025-01-01 274830712 JANE AND FRANCES STEIN FOUNDATION JANE 9739293500 CBIZ 340 MT KEMBLE AVE 210N MORRISTOWN NJ 07960 FRANCES STEIN PRESIDENT 9739293500 2026-06-17 1 ANDREA GRATTON P00443649 9739293500 2026-06-17 2025 2025-03-06 01:10:19Z X 4272176 X 0 X 17 17 111689 111689 267207 1595748 267207 954 954 379867 379867 0 0 0 1559 1559 0 47014 47014 0 48573 48573 0 237250 237250 285823 48573 237250 94044 331294 574265 929245 929245 1672011 1980073 2664447 902938 324986 325092 166178 172617 350176 4901 3216 3216 3320293 3410137 4272176 0 0 X 0 0 0 0 3320293 3410137 3320293 3410137 3320293 3410137 3320293 94044 0 3414337 4200 3410137 PUBLICLY TRADED SECURITIES P 283857 237564 46293 46293 PUBLICLY TRADED SECURITIES P 1164563 1048515 116048 116048 PUBLICLY TRADED SECURITIES P 86511 42462 44049 44049 CAPITAL GAINS DIVIDENDS P 60817 60817 60817 267207 4605 0 4605 0 4605 2837 0 4200 0 7037 0 2432 2432 0 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 0 0 0 0 1 N/A CBIZ 9739293500 340 MT KEMBLE AVE STE 210N MORRISTOWN NJ 07960 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 FRANCES STEIN-KAPHAN 200 EAST 66TH STREET APT A1402 NEW YORK NY 10065 PRESIDENT 0.50 0 0 0 CLAIRE F DICKINSON LUCZAK 2835 BEDFORD AVENUE APT 4B BROOKLYN NY 11210 VICE PRESIDENT 0.50 0 0 0 MICHAEL GOLDMAN C/O CBIZ 340 MT KEMBLE AVE STE 210N MORRISTOWN NJ 07960 SECRETARY 0.50 0 0 0 NONE 0 NONE 0 0 3489316 698569 3216 4191101 0 0 4191101 62867 4128234 206412 206412 4605 4605 201807 0 201807 0 201807 237250 0 237250 201807 0 0 66480 66480 237250 0 0 0 201807 35443 0 0 101923 0 0 0 0 0 0 0 101923 66480 35443 X AMERICAN MUSEUM OF NATURAL HISTORY CENTRAL PARK W 79TH STREET NEW YORK NY 10024 NONE PC GENERAL 10000 AMYLOIDOSIS FOUNDATION 7151 N MAIN ST 2 CLARKSTON MI 48346 NONE PC GENERAL 6000 BIDEAWEE 410 E 38TH ST NEW YORK NY 10016 NONE PC GENERAL 5000 CITY HARVEST INC 6 E 32ND STREET NEW YORK NY 10016 NONE PC GENERAL 35000 CITY MEALS ON WHEELS 355 LEXINGTON AVENUE NEW YORK NY 10017 NONE PC GENERAL 2000 CITY PARK FOUNDATION 830 5TH AVENUE NEW YORK NY 10065 NONE PC GENERAL 4000 FOOD BANK NYC 39 BROADWAY 10TH FLOOR NEW YORK NY 10006 NONE PC GENERAL 25000 FRIENDS OF KAREN 116 E 16TH STREET 5TH FLOOR NEW YORK NY 10003 NONE PC FAMILY SUPPORT 4000 GOD'S LOVE WE DELIVER 166 6TH AVE NEW YORK NY 10013 NONE PC GENERAL 6000 GREAT NECK SCHOOL DISTRICT JERRY SPIELMAN SCHOLARSHIP FUND 345 LAKEVILLE ROAD GREAT NECK NY 11020 NONE PC GENERAL 5000 HARLEM ACEDEMY 655 ST NICHOLAS AVE NEW YORK NY 10030 NONE PC GENERAL 2500 JCC MID-WESTCHESTER 999 WILMOT RD SCARSDALE NY 10583 NONE PC GENERAL 5000 MAKE A WISH NYC 200 PARK AVENUE 17TH FLOOR NEW YORK NY 10166 NONE PC GENERAL 8000 METROPOLITAN MUSEUM OF ART 1000 5TH AVENUE NEW YORK NY 10028 NONE PC GENERAL 10000 MUSEUM AT ELDRIDGE STREET 12 ELDRIDGE ST NEW YORK NY 10002 NONE PC GENERAL 3500 NORTH SHORE ANIMAL LEAGUE 25 DAVIS AVENUE PORT WASHINGTON NY 11050 NONE PC GENERAL 9500 NORTHWELL HEALTH FOUNDATION 2000 MARCUS AVENUE NEW HYDE PARK NY 11042 NONE PC GENERAL 20000 NYC BALLET 20 LINCOLN CENTER PLAZA NEW YORK NY 10023 NONE PC GENERAL 5000 NYC KIDS RISE 28-07 JACKSON AVENUE LONG ISLAND CITY NY 11101 NONE PC GENERAL 6000 PROJECT MORRY 350 EXECUTIVE BLVD 125 ELMSFORD NY 10523 NONE PC GENERAL 7500 PROMISE PROJECT 121 AVENUE OF AMERICAS 6 FLOOR NEW YORK NY 10013 NONE PC GENERAL 30000 SHARE OUR STRENGTH 1030 15TH AVENUE NW SUITE 1100W WASHINGTON DC 20085 NONE PC GENERAL 7500 TEMPLE BETH EL OF GREAT NECK 5 OLD MILL RD GREAT NECK NY 11023 NONE PC GENERAL 750 THE BOWERY MISSION 227 BOWERY NEW YORK NY 10002 NONE PC GENERAL 6000 THE OPPORTUNITY NETWORK 503 55 EXCHANGE PL NEW YORK NY 10005 NONE PC GENERAL 5000 THE ROSIE PROJECT CHARITABLE FOUNDATION 10343 ROSELLE ST SAN DIEGO CA 92121 NONE PC GENERAL 5000 WILDLIFE CONSERVATION SOCIETY - BRONX ZOO 2300 SOUTHERN BOULEVARD BRONX NY 10460 NONE PC GENERAL 4000 237250 0 14 17 14 111689 14 954 18 267207 0 379867 0 379867 0 0 0 0 0 0 0 0 0 0 US TRUST - FIXED INCOME 324986 325092 US TRUST - EQUITIES 1980073 2664447 US TRUST - HEDGE FUNDS AT COST 85000 91145 US TRUST - TANGIBLE ASSETS AT COST 87617 259031 DIVIDENDS RECEIVABLE 4901 3216 3216 DIFFERENCES BETWEEN BOOK AND TAX 4200 INVESTMENT FEES 46336 46336 0 OFFICE SUPPLIES 678 678 0 MISC 954 954 954 FOREIGN TAXES 1559 1559 0