2026-02-17T08:11:22-06:00 2025-03-31 221914888 NISIVOCCIA LLP 200 VALLEY RD SUITE 300 MT ARLINGTON NJ 07856 990PF 2024-04-01 136093068 THE IRVING WEINSTEIN FOUNDATION INC C/O NISIVOCCIA LLP IRVI 7329066222 1140 ROUTE 22 EAST 203 BRIDGEWATER NJ 08807 RICHARD LIPKIN SECRETARY 7329066222 2026-02-15 1 0 ANTHONY RISPOLI P02467381 9733281825 2026-02-13 2024 2025-03-06 01:10:19Z X 7940336 X X 1066 1066 1066 131267 131267 131267 90123 329160 90123 222456 222456 132333 90000 9000 0 81000 29800 2980 0 26820 1750 0 0 0 2269 227 0 2042 50267 44600 0 5667 174086 56807 0 115529 247217 247217 421303 56807 0 362746 -198847 165649 132333 386240 428952 428952 1852827 1980298 4910937 262728 262728 269288 2691939 2312519 2331159 5193734 4984497 7940336 0 0 X 0 0 0 0 5193734 4984497 5193734 4984497 5193734 4984497 5193734 -198847 0 4994887 10390 4984497 INTEL CORP P 2018-12-31 2024-08-09 9944 11614 -1670 -1670 U.S. TREASURY NOTE 3.250% P 2018-12-31 2024-09-03 100000 100000 0 0 APPLE INC P 2018-12-31 2024-12-06 29225 8161 21064 21064 NVIDIA P 2018-12-31 2024-12-06 36223 5418 30805 30805 VANGUARD FTSE DEVELOPED MARKETS ETF P 2018-12-31 2024-12-06 36869 29333 7536 7536 NATIONAL RURAL UTIL CORP COLLATERAL TRUST P 2018-12-31 2025-01-28 75000 75000 0 0 NXP SEMICONDUCTORS P 2018-12-31 2025-03-25 30475 9511 20964 20964 CAPITAL GAINS DIVIDENDS P 11424 11424 11424 90123 0 2303 0 2303 0 2303 2317 0 0 0 2317 0 14 14 0 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 0 0 0 0 1 N/A NISIVOCCIA LLP 9732988500 200 VALLEY ROAD MT ARLINGTON NJ 07856 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JOAN LIPKIN 620 EIGHTH AVENUE 32ND FLOOR NEW YORK NY 100181404 VICE PRESIDENT 10.00 18000 0 0 RICHARD LIPKIN 620 EIGHTH AVENUE 32ND FLOOR NEW YORK NY 100181404 SECRETARY 30.00 54000 0 0 STEVEN LIPKIN 620 EIGHTH AVENUE 32ND FLOOR NEW YORK NY 100181404 TREASURER 10.00 18000 0 0 NONE 0 NONE 0 0 5053893 416341 2520327 7990561 0 0 7990561 119858 7870703 393535 393535 2303 2303 391232 0 391232 0 391232 362746 0 362746 391232 272746 0 0 362746 272746 0 0 90000 0 0 0 0 0 0 0 0 301232 0 0 0 X AMERICAN ASSOCIATION FOR CANCER RESEARCH 615 CHESTNUT STREET SUITE 1700 PHILADELPHIA PA 19106 N/A PUBLIC TO SUPPORT FOR THE AACR-INVING WEINSTEIN FOUNDATION DISTINGUISHED LECTURE. 20000 AMERICAN COMMITTEE FOR THE WEIZMAN INST 633 THIRD AVE FL 20 NEW YORK NY 10017 N/A PUBLIC TO SUPPORT THE RESEARCH ENDOWMENT FUND. 50000 AMERICAN COMMITTEE FOR SHAARE ZEDEK MEDICAL CENTER IN JERUSALEM 1040 6TH AVE 23RD FLOOR NEW YORK NY 10018 N/A PUBLIC GENERAL CONTRIBUTION. 1854 ISRAEL CANCER RESEARCH FUND 52 VANDERBUILT AVENUE NEW YORK NY 10017 N/A PUBLIC TO SUPPORT CANCER RESEARCH. 5000 MEMORIAL SLOAN-KETTERING CANCER CENTER 222 EAST 70 STREET NEW YORK NY 10021 N/A PUBLIC TO SUPPORT BASIC RESEARCH. 110000 ONE MIND PO BOX 680 RUTHERFORD CA 94573 N/A PUBLIC GENERAL CONTRIBUTION 50000 PRINCETON UNIVERSITY 701 FORRESTAL ROAD PRINCETON NJ 08544 PUBLIC GENERAL CONTRIBUTION. 363 ROCKEFELLER UNIVERSITY 1230 YORK AVE NEW YORK NY 10065 PUBLIC GENERAL CONTRIBUTION. 10000 247217 0 14 1066 14 131267 18 90123 0 222456 0 222456 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 29800 2980 0 26820 COLUMBIA ULTRA SHORT DURATION INCOME FD CL F3 262728 269288 ABBVIE INC. 5429 33523 ALTRIA GROUP INC 10175 18906 AMAZON 51186 380520 AMERICAN ELECTRIC POWER 7983 20215 APPLE INC. 41688 333195 ARISTA NETWORKS INC REG 30402 27118 ARROW RESOURCE 100000 100000 AUTOMATIC DATA PROCESSING 11025 67217 BAXTER INTL CO 4267 4108 BLACKSTONE INC 75234 83868 BROADCOM INC 50988 133944 CITIGROUP INC 25813 42239 COCA COLA CO 14663 26499 COLUMBIA DIVIDEND INCOME FUND 189714 295424 COSTCO WHOLESALE CRP DEL 18466 18916 GENERAL MOTORS 28309 53614 HOME DEPOT 9407 54974 ISHARES CORE MSCI EAFE 98119 111962 ISHARES EXPANDED 15885 66743 ISHARES INTERMEDIATE GOV CREDIT BOND ETF 122579 123513 ISHARES RUSSELL 2000 INDEX 131308 319184 ISHARES US MEDICAL 47933 83062 JOHNSON & JOHNSON 17268 38143 JP MORGAN CHASE & CO 19624 104253 LORD ABBETT SHORT DURATION 357649 332777 MERCK & CO INC 11302 23786 META PLATFORMS INC 45146 115272 MICROSOFT CORP 37576 247757 NESTLES 11317 17705 NORTHROP GRUNMAN CORP 10491 79362 NVIDIA 30152 162570 NXP SEMICONDUCTORS NV 23286 67471 OTIS 2667 6708 PZIZER INC 9765 10516 RTIX CORP 5629 17220 SPDR S&P 500ETF TR 134058 813912 SPDR S&P MIDCAP 400 ETF TR 95802 381438 UNITED PARCEL SVC INC 9195 13749 VANGUARD FTSE DEVELOPED 45455 61504 VERTIV HLDG CO 23343 18050 EASTON SPECIAL SITUATIONS AT COST 20509 20509 GOLUB CAPITAL PARTNERS INTL AT COST 327986 327986 GOLUB GEMS FUND AT COST 126059 126059 INVENSHURE FUND AT COST 123781 123781 MID-FLOWSHIELD AT COST 120000 120000 MREI IV REIT FEEDER AT COST 121307 121307 PERCEPTIVE LIFE SCIENCES AT COST 1200000 1200000 SECTOR SPDR ENERGY AT COST 61098 78031 SPITHRE III AT COST 100000 100000 TURFWAY PLAZA ASSOCIATES AT COST 12904 12904 US TREASURY NOTE 4.125% AT COST 98875 100582 BOOK VALUE ADJUSTMENT 10390 BANK/INVESTMENT FEES 30228 30228 0 0 INSURANCE 1200 120 0 1080 DUES AND MEMBERSHIPS 1395 140 0 1255 BOOKS, SUBSCRIPTIONS, REFERENCE 2681 268 0 2413 COMPUTER & SOFTWARE 999 100 0 899 POSTAGE 22 2 0 20 PASS THROUGH LOSS 13742 13742 0 0 EXCISE TAXES 1750 0 0 0