2026-09-24T12:13:27-07:00 2026-06-30 133882776 GARY A JAKALOW EA 107 Brewery Road New City NY 10956 990PF 2025-07-01 166531893 STEPHEN AND CAROL CANTER FAMILY FOUNDATION STEP 8456382355 24 BEECHWOOD COURT GLEN COVE NY 11542 STEPHEN E CANTER Trustee 2026-09-09 true Gary A Jakalow P00622594 8456382355 2025 X 1861571 X X 33913 33913 33913 31570 78069 31570 65483 65483 33913 2500 2500 7088 7088 420 420 10008 7088 2920 75000 75000 85008 7088 77920 -19525 58395 33913 3306 3454 3454 72873 72846 463019 787576 767930 1395098 863755 844230 1861571 0 X 863755 844230 863755 844230 863755 844230 863755 -19525 844230 844230 950.570 DFA SHORT TERM EXTENDED QUAL P 2017-12-07 2025-08-19 9988 10291 -303 -303 1245.193 DFA US CORE EQUITY I P 2025-03-25 2026-05-15 67988 36180 31808 31808 .5 ASTRAZENECA PLC P 2016-04-15 2026-02-03 93 28 65 65 31570 812 812 812 428 1500 1928 1116 1116 false false false false false false false true true NY true false false false false true N/A STEPHEN E CANTER 8456382355 24 BEECHWOOD COURT GLEN COVE NY 11542 false false false false false false false false false false false false false false false false false false false false false false STEPHEN E CANTER 24 BEECHWOOD COURT GLEN COVE NY 11542 Trustee 5.00 0 STEPHEN E CANTER JR 252 HENRY STREET FAIRFELD CT 068242820 Trustee 1.00 0 MARIGRACE C MORRIS 127 ST GEORGES ROAD ARDMORE PA 190032505 Trustee 1.00 0 JOANNA M ROBERSON 86 MENDOTA AVENUE RYE NY 105801714 Trustee 1.00 0 NONE NONE 1817712 0 0 1817712 0 1817712 27266 1790446 89522 89522 812 812 88710 88710 88710 77920 77920 88710 25795 77920 25795 0 52125 36585 STEPHEN E CANTER X ASSIST 68 BRIDGE STREET SUFFIELD CT 06078 N/A PC GENERAL AND UNRESTRICTED 3500 BUCKLEY COUNTRY DAY SCHOOL IU WILLETS ROAD ROSLYN NY 11576 N/A PC GENERAL AND UNRESTRICTED 5000 BOSTON LATIN SCHOOL ASSOCIATION 27 SCHOOL STREET SUITE 300 BOSTON MA 02108 N/A PC GENERAL AND UNRESTRICTED 7500 STREET SQUASH 40 WEST 116TH STREET NEW YORK NY 10026 N/A PC GENERAL AND UNRESTRICTED 7000 BRIDGEPORT PUBLIC EDUCATION FUND IN 446 UNIVERSITY AVENUE BRIDGEPORT CT 06604 N/A PC GENERAL AND UNRESTRICTED 7000 PA ACADEMY OF FINE ARTS 128 N BROAD STREET PHILADELPHIA PA 19102 N/A PC GENERAL AND UNRESTRICTED 3000 HEIGHTS PHILADELPHIA 123 SOUTH BROAD STREET SUITE 850 PHILADELPHIA PA 19109 N/A PC GENERAL AND UNRESTRICTED 15000 SQUASH BRIDGE PO BOX 388 BRIDGEPORT CT 06601 N/A PC GENERAL AND UNRESTRICTED 10000 PLANTING FIELDS FOUNDATION 1395 PLANTING FIELDS ROAD OYSTER BAY NY 11771 N/A PC GENERAL AND UNRESTRICTED 2000 ST JEAN BAPTISTE HIGH SCHOOL 173 EAST 75TH STREET NEW YORK NY 10021 N/A PC GENERAL AND UNRESTRICTED 5000 GLEN COVE BOYS GIRLS CLUB 113 GLEN COVE AVENUE GLEN COVE NY 11542 N/A PC GENERAL AND UNRESTRICTED 5000 WHEATON COLLEGE 26 E MAIN STREET NORTON MA 02766 N/A PC GENERAL AND UNRESTRICTED 5000 75000 14 33913 31570 33913 31570 65483 false false false false false false false false false false GARY A. JAKALOW EA 2500 0 0 2500 MICROSOFT CORP 19611 179050 JP MORGAN CHASE & CO 17192 215710 DOLLAR GENERAL CORP 25532 32231 ASTRAZENECA PLC ADR 10511 36028 DFA INTL CORE EQUITY AT COST 184281 299057 DFA US CORE EQUITY 1 AT COST 111263 299027 DFA EMRG MKTS CORE EQTY I AT COST 53894 90795 DFA US LARGE CAP VALUE I AT COST 106155 188526 DFA US SMALL CAP I AT COST 42586 74526 US LRG CAP GROWTH INST AT COST 121657 300510 DFA INVESTMENT GRADE INST AT COST 68180 64236 DFA SHORT TERM EXT QUAL 1 AT COST 23825 23275 VANGUARD HIGH YIELD CORP AT COST 32078 30267 PIMCO INCOME FD INST FD AT COST 24011 24879 NYS FILING FEES 250 250 PUBLIC DISCLOSURE IN NEWSPAPER AD 170 170 INVESTMENT MANAGEMENT SERVICES 7088 7088 0 0