2026-08-26T15:58:19-04:00 2025-12-31 454275798 THE ULTIMATE TAX PREPARERS INC 550A FLATBUSH AVE BROOKLYN NY 112254858 990PF 2025-01-01 476430519 THE EDITH BERG CHARITABLE FOUNDATION EDIT 2123071499 162 W 56TH STREET NEW YORK NY 10019 MICHAEL D LISSNER TRUSTEE 2123071499 2026-08-26 true WOODY A RAYMOND EA P01080772 7184250980 2026-08-26 2025 2025-03-06 01:10:19Z X 1045896 X X 85 85 85 24454 24454 24454 36405 196128 7982 60944 32521 24539 12194 12194 155 55 100 12349 12249 100 25000 25000 37349 12249 25100 23595 20272 24539 7 8 8 46861 22511 22511 455333 496051 768777 243543 250769 254600 745744 769339 1045896 0 X 745744 769339 745744 769339 745744 769339 745744 23595 769339 769339 7982 282 282 282 282 false false false false false false false true NY true false false false false true N/A WOODY RAYMOND 2123071499 162 WEST 56TH ST SUITE 506 NEW YORK NY 10019 false false false false false false false false false false false false false false false false false false false false MICHAEL D LISSNER 162 WEST 56TH ST SUITE 506 NEW YORK NY 10019 TRUSTEE 2.00 0 0 0 BARBARA H LISSNER 162 WEST 56TH ST SUITE 506 NEW YORK NY 10019 TRUSTEE 2.00 0 0 0 WOODY RAYMOND 162 WEST 56TH ST SUITE 506 NEW YORK NY 10019 TREASURER 5.00 0 0 0 NONE NONE N/A 964744 31954 0 996698 996698 14950 981748 49087 49087 282 282 48805 48805 48805 25100 25100 48805 36331 12931 12713 61975 25100 25100 23705 23705 38270 0 38270 12626 12931 12713 X MAYO CLINIC 200 FIRST STREET SW ROCHESTER MN 55905 NONE PC STEM CELL RESEARCH 5000 THE BLUE CARD INC 171 MADISON AVE 1405 NEW YORK NY 10016 NONE PC EMERGENCY CASH ASSITANCE PROGRAM 15000 THE BRAVE HOUSE 155 WATER STREET FL 3 BROOKLYN NY 11201 PC NEMA PROGRAM 5000 25000 14 85 14 24454 14 7982 28423 32521 28423 60944 false false false false false false false false false false 2 SHARES OF ABBOTT LABS 2022-09 PURCHASE 2025-10 250 212 38 10 SHARES OF ABBOTT LABS 2022-09 PURCHASE 2025-02 1280 1084 196 3 SHARES OF ABBOTT LABS 2022-09 PURCHASE 2025-02 384 328 56 5 SHARES OF ABBOTT LABS 2022-12 PURCHASE 2025-02 640 539 101 1 SHARES OF ABBVIE INC COM 2025-02 PURCHASE 2025-10 228 190 38 10 SHARES OF ACCENTURE PLC IRELAND 2015-11 PURCHASE 2025-10 2496 1068 1428 8 SHARES OF ACCENTURE PLC IRELAND 2015-11 PURCHASE 2025-10 1994 854 1140 3 SHARES OF ACCENTURE PLC IRELAND 2023-02 PURCHASE 2025-06 885 861 24 3 SHARES OF ACCENTURE PLC IRELAND 2023-02 PURCHASE 2025-06 885 850 35 2 SHARES OF ACCENTURE PLC IRELAND 2023-03 PURCHASE 2025-06 590 512 78 1 SHARES OF ANALOG DEVICES INC 2024-02 PURCHASE 2025-10 235 188 47 2 SHARES OF AUTOMATIC DATA PROCESSNG 2023-02 PURCHASE 2025-04 591 451 140 1 SHARES OF AUTOMATIC DATA PROCESSNG 2023-02 PURCHASE 2025-04 299 226 73 4 SHARES OF AUTOMATIC DATA PROCESSNG 2024-01 PURCHASE 2025-04 1196 939 257 3 SHARES OF AUTOMATIC DATA PROCESSNG 2024-03 PURCHASE 2025-03 875 741 134 1 SHARES OF AUTOMATIC DATA PROCESSNG 2024-03 PURCHASE 2025-03 292 250 42 3 SHARES OF AUTOMATIC DATA PROCESSNG 2024-03 PURCHASE 2025-03 874 749 125 2 SHARES OF BLACKROCK INC 2025-06 PURCHASE 2025-08 2307 2091 216 8 SHARES OF BROADCOM INC 2022-08 PURCHASE 2025-08 2436 440 1996 8 SHARES OF BROADCOM INC 2022-08 PURCHASE 2025-07 2269 440 1829 15 SHARES OF BROADCOM INC 2022-08 PURCHASE 2025-05 3518 825 2693 14 SHARES OF BROADCOM INC 2022-08 PURCHASE 2025-01 3214 770 2444 4 SHARES OF BROADCOM INC 2024-08 PURCHASE 2025-01 918 592 326 1 SHARES OF BROADCOM INC 2025-09 PURCHASE 2025-10 376 334 42 4 SHARES OF CHUBB LTD CHF 2016-04 PURCHASE 2025-10 1108 485 623 4 SHARES OF CHUBB LTD CHF 2016-04 PURCHASE 2025-10 1115 485 630 2 SHARES OF CHUBB LTD CHF 2016-04 PURCHASE 2025-10 537 242 295 8 SHARES OF CHUBB LTD CHF 2025-01 PURCHASE 2025-03 2300 2127 173 3 SHARES OF CHUBB LTD CHF 2025-05 PURCHASE 2025-10 804 868 -64 5 SHARES OF CHUBB LTD CHF 2025-05 PURCHASE 2025-10 1340 1447 -107 5 SHARES OF COCA COLA CO COM 2017-09 PURCHASE 2025-04 361 230 131 1 SHARES OF COCA COLA CO COM 2023-09 PURCHASE 2025-04 72 58 14 24 SHARES OF COCA COLA CO COM 2023-09 PURCHASE 2025-04 1726 1385 341 1 SHARES OF COCA COLA CO COM 2025-06 PURCHASE 2025-10 69 71 -2 18 SHARES OF EXXON MOBIL CORP 2022-12 PURCHASE 2025-11 2101 1896 205 2 SHARES OF EXXON MOBIL CORP 2022-12 PURCHASE 2025-10 231 211 20 2 SHARES OF EXXON MOBIL CORP 2025-06 PURCHASE 2025-11 233 208 25 8 SHARES OF EXXON MOBIL CORP 2025-06 PURCHASE 2025-10 924 897 27 3 SHARES OF EXXON MOBIL CORP 2025-06 PURCHASE 2025-10 347 343 4 9 SHARES OF EXXON MOBIL CORP 2025-06 PURCHASE 2025-10 1040 1027 13 3 SHARES OF HOME DEPOT INC 2024-01 PURCHASE 2025-03 1047 1027 20 4 SHARES OF HOME DEPOT INC 2024-02 PURCHASE 2025-02 1547 1450 97 1 SHARES OF HOME DEPOT INC 2024-05 PURCHASE 2025-03 349 342 7 2 SHARES OF HOME DEPOT INC 2024-05 PURCHASE 2025-03 698 686 12 2 SHARES OF HOME DEPOT INC 2024-06 PURCHASE 2025-02 766 694 72 2 SHARES OF HOME DEPOT INC 2024-06 PURCHASE 2025-02 774 694 80 8 SHARES OF JOHNSON & JOHNSON COM 2024-09 PURCHASE 2025-06 1230 1337 -107 4 SHARES OF JOHNSON & JOHNSON COM 2024-09 PURCHASE 2025-06 615 670 -55 3 SHARES OF JOHNSON & JOHNSON COM 2025-02 PURCHASE 2025-06 461 461 1 SHARES OF JPMORGAN CHASE & CO 2024-04 PURCHASE 2025-10 311 185 126 1 SHARES OF KLA CORP 2024-11 PURCHASE 2025-07 891 637 254 1 SHARES OF KLA CORP 2024-11 PURCHASE 2025-07 891 639 252 2 SHARES OF KLA CORP 2024-11 PURCHASE 2025-07 1805 1279 526 2 SHARES OF KLA CORP 2024-11 PURCHASE 2025-06 1784 1279 505 3 SHARES OF KLA CORP 2025-02 PURCHASE 2025-06 2676 2251 425 9 SHARES OF MARSH 2024-10 PURCHASE 2025-10 1617 2002 -385 4 SHARES OF MARSH 2024-10 PURCHASE 2025-10 719 887 -168 1 SHARES OF MARSH 2025-02 PURCHASE 2025-10 180 223 -43 2 SHARES OF MARSH 2025-02 PURCHASE 2025-04 464 446 18 6 SHARES OF MARSH 2025-02 PURCHASE 2025-04 1408 1339 69 2 SHARES OF MCDONALDS CORP 2025-02 PURCHASE 2025-04 620 609 11 1 SHARES OF MCDONALDS CORP 2025-02 PURCHASE 2025-04 313 304 9 3 SHARES OF MCDONALDS CORP 2025-02 PURCHASE 2025-04 940 923 17 1 SHARES OF MCDONALDS CORP 2025-03 PURCHASE 2025-10 303 299 4 6 SHARES OF MICROSOFT CORP 2014-07 PURCHASE 2025-02 2473 251 2222 2 SHARES OF MICROSOFT CORP 2022-10 PURCHASE 2025-02 824 464 360 2 SHARES OF MICROSOFT CORP 2024-08 PURCHASE 2025-02 824 812 12 2 SHARES OF MICROSOFT CORP 2024-08 PURCHASE 2025-02 824 826 -2 5 SHARES OF MICROSOFT CORP 2024-10 PURCHASE 2025-02 2061 2085 -24 4 SHARES OF MORGAN STANLEY 2023-08 PURCHASE 2025-12 725 345 380 3 SHARES OF MORGAN STANLEY 2023-08 PURCHASE 2025-12 538 259 279 5 SHARES OF MORGAN STANLEY 2024-02 PURCHASE 2025-12 896 432 464 12 SHARES OF MORGAN STANLEY 2025-04 PURCHASE 2025-11 1957 1332 625 1 SHARES OF MORGAN STANLEY 2025-04 PURCHASE 2025-10 166 111 55 1 SHARES OF MORGAN STANLEY 2025-04 PURCHASE 2025-12 179 108 71 3 SHARES OF MORGAN STANLEY 2025-04 PURCHASE 2025-11 490 325 165 7 SHARES OF NEXTERA ENERGY INC COM 2022-10 PURCHASE 2025-11 582 516 66 11 SHARES OF NEXTERA ENERGY INC COM 2023-03 PURCHASE 2025-11 915 807 108 3 SHARES OF NEXTERA ENERGY INC COM 2023-03 PURCHASE 2025-11 250 223 27 2 SHARES OF NEXTERA ENERGY INC COM 2023-03 PURCHASE 2025-10 164 149 15 7 SHARES OF NEXTERA ENERGY INC COM 2024-06 PURCHASE 2025-11 582 513 69 5 SHARES OF ORACLE CORP 2022-07 PURCHASE 2025-07 1221 374 847 1 SHARES OF ORACLE CORP 2022-07 PURCHASE 2025-07 247 75 172 10 SHARES OF ORACLE CORP 2022-07 PURCHASE 2025-07 2466 750 1716 3 SHARES OF ORACLE CORP 2025-01 PURCHASE 2025-07 740 488 252 7 SHARES OF ORACLE CORP 2025-01 PURCHASE 2025-06 1470 1139 331 9 SHARES OF ORACLE CORP 2025-01 PURCHASE 2025-06 1905 1465 440 3 SHARES OF PHILLIPS 66 2020-07 PURCHASE 2025-06 375 193 182 6 SHARES OF PHILLIPS 66 2020-07 PURCHASE 2025-06 742 386 356 9 SHARES OF PHILLIPS 66 2020-07 PURCHASE 2025-06 1121 576 545 7 SHARES OF PHILLIPS 66 2020-07 PURCHASE 2025-06 875 448 427 7 SHARES OF PHILLIPS 66 2020-11 PURCHASE 2025-06 865 467 398 7 SHARES OF PHILLIPS 66 2023-12 PURCHASE 2025-06 798 905 -107 2 SHARES OF PHILLIPS 66 2024-05 PURCHASE 2025-06 226 291 -65 1 SHARES OF PHILLIPS 66 2024-05 PURCHASE 2025-06 112 145 -33 3 SHARES OF PHILLIPS 66 2024-05 PURCHASE 2025-06 339 435 -96 6 SHARES OF PHILLIPS 66 2024-05 PURCHASE 2025-06 677 884 -207 9 SHARES OF PHILLIPS 66 2024-06 PURCHASE 2025-06 1026 1242 -216 5 SHARES OF PHILLIPS 66 2024-06 PURCHASE 2025-06 562 690 -128 8 SHARES OF PROCTER & GAMBLE CO 2019-02 PURCHASE 2025-12 1129 784 345 25 SHARES OF PROCTER & GAMBLE CO 2019-02 PURCHASE 2025-12 3504 2449 1055 9 SHARES OF PROCTER & GAMBLE CO 2019-02 PURCHASE 2025-11 1316 882 434 12 SHARES OF PROCTER & GAMBLE CO 2019-02 PURCHASE 2025-11 1777 1175 602 7 SHARES OF PROCTER & GAMBLE CO 2025-03 PURCHASE 2025-11 1037 1179 -142 1 SHARES OF PROCTER & GAMBLE CO 2025-03 PURCHASE 2025-10 150 168 -18 6 SHARES OF PROCTER & GAMBLE CO 2025-03 PURCHASE 2025-11 888 1007 -119 3 SHARES OF PROLOGIS INC COM 2022-09 PURCHASE 2025-03 335 381 -46 4 SHARES OF PROLOGIS INC COM 2022-09 PURCHASE 2025-03 447 508 -61 3 SHARES OF PROLOGIS INC COM 2022-09 PURCHASE 2025-03 336 388 -52 1 SHARES OF PROLOGIS INC COM 2022-09 PURCHASE 2025-10 124 127 -3 7 SHARES OF PROLOGIS INC COM 2022-09 PURCHASE 2025-03 782 887 -105 3 SHARES OF REPUBLIC SERVICES INC 2018-10 PURCHASE 2025-04 735 217 518 3 SHARES OF TAIWAN SEMICONDUCTOR MFG 2023-07 PURCHASE 2025-09 817 294 523 9 SHARES OF TAIWAN SEMICONDUCTOR MFG 2023-07 PURCHASE 2025-01 1869 881 988 5 SHARES OF TAIWAN SEMICONDUCTOR MFG 2023-07 PURCHASE 2025-01 1038 497 541 2 SHARES OF TAIWAN SEMICONDUCTOR MFG 2024-09 PURCHASE 2025-01 415 335 80 10 SHARES OF TAIWAN SEMICONDUCTOR MF 2025-06 PURCHASE 2025-09 2724 2273 451 5 SHARES OF TJX COS INC NEW 2024-10 PURCHASE 2025-04 634 574 60 4 SHARES OF TJX COS INC NEW 2024-10 PURCHASE 2025-04 516 459 57 7 SHARES OF TJX COS INC NEW 2024-10 PURCHASE 2025-04 903 818 85 8 SHARES OF TJX COS INC NEW 2025-06 PURCHASE 2025-12 1237 997 240 1 SHARES OF TJX COS INC NEW 2025-06 PURCHASE 2025-10 143 125 18 4 SHARES OF TJX COS INC NEW 2025-06 PURCHASE 2025-12 618 494 124 2 SHARES OF UNION PACIFIC CORP 2022-11 PURCHASE 2025-03 474 428 46 1 SHARES OF UNION PACIFIC CORP 2024-03 PURCHASE 2025-03 235 245 -10 2 SHARES OF UNION PACIFIC CORP 2024-06 PURCHASE 2025-03 474 446 28 4 SHARES OF UNION PACIFIC CORP 2024-06 PURCHASE 2025-03 939 892 47 1 SHARES OF UNION PACIFIC CORP 2025-05 PURCHASE 2025-10 220 230 -10 10 SHARES OF UNITEDHEALTH GROUP INC 2021-12 PURCHASE 2025-05 2644 4590 -1946 10 SHARES OF UNITEDHEALTH GROUP INC 2021-12 PURCHASE 2025-05 2644 4636 -1992 2 SHARES OF UNITEDHEALTH GROUP INC 2022-01 PURCHASE 2025-05 529 936 -407 1 SHARES OF UNITEDHEALTH GROUP INC 2023-01 PURCHASE 2025-05 264 486 -222 4 SHARES OF UNITEDHEALTH GROUP INC 2024-03 PURCHASE 2025-05 1058 1971 -913 2 SHARES OF UNITEDHEALTH GROUP INC 2025-03 PURCHASE 2025-05 529 962 -433 2 SHARES OF UNITEDHEALTH GROUP INC 2025-03 PURCHASE 2025-05 529 974 -445 552.944 SHARES OF JOHN HANCOCK DISCI 2018-01 PURCHASE 2025-04 14061 13033 1028 182.459 SHARES OF JOHN HANCOCK DISCI 2018-12 PURCHASE 2025-04 4640 3313 1327 6.637 SHARES OF JOHN HANCOCK DISCIPL 2018-12 PURCHASE 2025-04 169 121 48 15.349 SHARES OF JOHN HANCOCK DISCIP 2018-12 PURCHASE 2025-04 390 279 111 13.304 SHARES OF JOHN HANCOCK DISCIP 2019-12 PURCHASE 2025-04 338 291 47 23.737 SHARES OF JOHN HANCOCK DISCIP 2019-12 PURCHASE 2025-04 604 520 84 3.826 SHARES OF JOHN HANCOCK DISCIPL 2020-12 PURCHASE 2025-04 97 88 9 9.343 SHARES OF JOHN HANCOCK DISCIPL 2020-12 PURCHASE 2025-04 238 215 23 89.849 SHARES OF JOHN HANCOCK DISCIP 2024-12 PURCHASE 2025-04 2285 2425 -140 7.33 SHARES OF JOHN HANCOCK DISCIPLI 2024-12 PURCHASE 2025-04 186 198 -12 593 SHARES OF VANGUARD INTER TERM 2024-09 PURCHASE 2025-07 35159 35857 -698 UBS 250769 254600 UBS 437855 702898 UBS - MUTUAL FUNDS 35325 40880 UBS - NON TRADITIONAL 22871 24999 EXPENSES NYS FILING FEES 100 100 FOREIGN TAX PAID & MISC EXP 55 55 UBS INVESTMENT MANAGEMENT FEES 12194 12194