2024-05-14T10:02:36-05:00 2023-12-31 133640380 SHANHOLT GLASSMAN KLEIN KRAMER 488 MADISON AVENUE 18TH FLOOR NEW YORK NY 10022 990PF 2023-01-01 817137839 SPODEK FAMILY FOUNDATION SPOD 5162957820 75 COLUMBIA AVENUE CEDARHURST NY 11516 ANDREW SPODEK TRUSTEE 5162957820 2024-05-13 1 ANDREW SPODEK XXX-XX-XXXX 1 SANDY KLEIN P00160322 2126449000 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 360475 X 1405371 1216 1216 695564 1094998 695564 2102151 696780 0 0 0 9250 9250 0 700 0 0 1045 1045 0 10995 10295 0 1292019 1292019 1303014 10295 1292019 799137 686485 49018 358556 358556 104633 1919 1919 153651 360475 360475 48378 30235 48378 30235 X 0 0 0 0 105273 330240 105273 330240 153651 360475 105273 799137 0 904410 574170 330240 APPLE INC 2020-04-03 2023-03-29 11920 4498 7422 7422 APPLE INC 2020-04-03 2023-07-21 4837 1499 3338 3338 BLACKSTONE INC 2019-01-11 2023-09-20 29020 6822 22198 22198 BLACKSTONE INC 2019-01-11 2023-12-14 1277 269 1008 1008 BLACKSTONE INC 2019-01-11 2023-12-14 29379 6189 23190 23190 BIOCRYST PHARMACEUTICALS 2016-03-26 2023-01-19 25112 6769 18343 18343 CYTOKINETICS INC SHS 2015-10-30 2023-02-07 44814 8341 36473 36473 CYTOKINETICS INC SHS 2015-10-30 2023-02-28 21657 4170 17487 17487 CYTOKINETICS INC SHS 2015-10-30 2023-03-29 13905 3336 10569 10569 CYTOKINETICS INC SHS 2015-10-30 2023-06-09 3697 834 2863 2863 FORD MOTOR CO 2021-02-19 2023-05-05 5922 5778 144 144 FORD MOTOR CO 2021-02-19 2023-06-09 6887 5778 1109 1109 FORD MOTOR CO 2021-02-19 2023-06-15 3529 2889 640 640 FORD MOTOR CO 2016-03-26 2023-08-29 602 152 450 450 FORD MOTOR CO 2021-02-19 2023-08-29 1806 1733 73 73 FORD MOTOR CO 2016-03-26 2023-10-24 46518 12140 34378 34378 FORD MOTOR CO 2016-03-26 2023-10-24 27816 7436 20380 20380 FORD MOTOR CO 2021-02-19 2023-10-24 568 578 -10 -10 FORD MOTOR CO 2016-03-26 2023-10-25 569 152 417 417 FORD MOTOR CO 2016-03-26 2023-10-25 22173 5918 16255 16255 HUNTNGTN BANCSHS INC MD 2016-03-26 2023-02-28 37862 23863 13999 13999 HUNTNGTN BANCSHS INC MD 2016-03-26 2023-03-10 32750 23863 8887 8887 SCHWAB US BROAD MARKET 2020-04-03 2023-03-29 75478 46643 28835 28835 SCHWAB US BROAD MARKET 2020-04-03 2023-03-29 28829 17816 11013 11013 SCHWAB US BROAD MARKET 2020-04-03 2023-04-18 19250 11531 7719 7719 SCHWAB US BROAD MARKET 2020-04-03 2023-05-05 9538 5766 3772 3772 SCHWAB US BROAD MARKET 2020-04-03 2023-05-05 14307 8648 5659 5659 SCHWAB US BROAD MARKET 2020-04-03 2023-06-09 2472 1441 1031 1031 SCHWAB US BROAD MARKET 2020-04-03 2023-06-09 2473 1441 1032 1032 VANGUARD RUSSELL 1000 ET 2018-12-17 2023-03-16 47742 27408 20334 20334 VANGUARD RUSSELL 1000 ET 2018-12-17 2023-03-16 45810 26299 19511 19511 VANGUARD RUSSELL 1000 ET 2018-12-17 2023-06-09 2106 1109 997 997 S&P GLOBAL INC 2014-10-29 2023-05-05 7027 1741 5286 5286 S&P GLOBAL INC 2014-10-29 2023-06-09 7641 1741 5900 5900 S&P GLOBAL INC 2014-10-29 2023-06-09 3818 870 2948 2948 MICROSOFT CORP 2019-01-10 2023-06-15 31155 9297 21858 21858 MICROSOFT CORP 2019-01-10 2023-07-05 3388 1033 2355 2355 MICROSOFT CORP 2019-01-10 2023-07-05 37270 11364 25906 25906 MICROSOFT CORP 2019-01-10 2023-07-21 13906 4132 9774 9774 MICROSOFT CORP 2019-01-10 2023-09-20 81624 25826 55798 55798 REGIONS FINL CORP 2016-03-26 2023-02-07 11710 3995 7715 7715 REGIONS FINL CORP 2016-03-26 2023-02-28 11520 3995 7525 7525 REGIONS FINL CORP 2016-03-26 2023-02-28 11520 3995 7525 7525 REGIONS FINL CORP 2016-03-26 2023-02-28 11520 3995 7525 7525 REGIONS FINL CORP 2016-03-26 2023-02-28 23040 7990 15050 15050 REGIONS FINL CORP 2016-03-26 2023-03-10 39844 15980 23864 23864 SALESFORCE INC 2022-01-21 2023-09-07 5494 5577 -83 -83 TESLA INC 2018-04-03 2023-06-15 22923 1563 21360 21360 TESLA INC 2018-04-03 2023-08-29 2532 174 2358 2358 TESLA INC 2018-04-03 2023-08-29 35442 2431 33011 33011 TESLA INC 2018-04-03 2023-09-07 2449 174 2275 2275 TESLA INC 2018-04-03 2023-11-28 36792 2605 34187 34187 WT08 27OCCIDENTAL PETROL 2020-08-03 2023-05-05 2838 371 2467 2467 WT08 27OCCIDENTAL PETROL 2020-08-03 2023-06-09 5563 743 4820 4820 WT08 27OCCIDENTAL PETROL 2020-08-03 2023-06-09 1850 248 1602 1602 FORD MOTOR CO 2008-11-19 2023-06-09 25415 2362 23053 23053 FORD MOTOR CO 2008-11-19 2023-06-09 6887 635 6252 6252 FORD MOTOR CO 2008-11-19 2023-06-09 2135 198 1937 1937 FORD MOTOR CO 2008-11-19 2023-08-29 10174 1073 9101 9101 FORD MOTOR CO 2009-01-08 2023-08-29 1866 395 1471 1471 FORD MOTOR CO 2009-01-08 2023-10-24 17030 3822 13208 13208 695564 9542 0 9542 0 9542 393 0 0 0 393 X 0 9149 0 0 0 0 0 0 0 0 0 0 0 1 NY 1 0 0 0 0 0 N/A TAXPAYER 5162957820 75 COLUMBIA AVENUE CEDARHURST NY 10516 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ANDREW SPODEK C/O NATIONWIDE 75 COLUMBIA AVENUE CEDARHURST NY 11516 TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 0 0 100854 0 100854 0 0 100854 1513 99341 4967 4967 9542 9542 0 0 0 0 0 1292019 0 1292019 0 0 0 348113 357474 886115 2057616 1211177 4860495 1292019 0 0 0 0 1292019 0 0 6152514 0 0 0 0 0 0 348113 5804401 357474 886115 2057616 1211177 1292019 X AFINS PO BOX 20080 NEW YORK NY 10001 NONE PC FOR CHARITABLE PROGRAMS 25000 AFYTY 16 HAMILIN ROAD EDISON NJ 08817 NONE PC FOR CHARITABLE PROGRAMS 823500 AHAVAT CHESED FUND OF YOSS - YESHIVA OF THE SOUTH SHORE 1170 WILLIAM ST HEWLETT NY 11557 NONE PC FOR EDUCATIONAL SERVICES 1800 AMERICA GIVES INC(ACHUZAT SARA) PO BOX 3263 WASHINGTON DC 20010 NONE PC FOR CHARITABLE PROGRAMS 1800 AMERICAN FRIENDS OF NISHMAT INC 520 8TH AVE 4TH FLOOR NEW YORK NY 10018 NONE PC FOR SUPPORTING PROGRAMS 500 AMERICAN FRIENDS OF THE IDF RABBINATE 5 SUTTON RD MONSEY NY 10952 NONE PC FOR EDUCATIONAL,CULTURAL AND SOCIAL SERVICES PROGRAMS 88800 BIKE 4 FRIENDSHIP PO BOX 402113 MIAMI BEACH FL 33140 NONE PC FOR SUPPORTING PROGRAMS 3600 BNEI AKIVA OF THE US & CANADA 520 8TH AVENUE 15TH FLOOR NEW YORK NY 10018 NONE PC FOR SUPPORTING PROGRAMS 37000 BOSTON UNIVERSITY 595 COMMONWEALTH AVENUE SUITE 700 BOSTON MA 02215 NONE PC FOR EDUCATIONAL SERVICES 5000 CHABAD HOUSE OF GREATER BOSTON 491 COMMONWEALTH AVENUE BOSTON MA 02215 NONE PC FOR SUPPORTING PROGRAMS FOR SUPPORTING PROGRAMS 1250 CHABAD LUBAVITCH MITZVAH TANK 1444 PRESIDENT ST BROOKLYN NY 11213 NONE PC FOR RELIGIOUS SERVICES 3600 CHABAD OF CRANBERRY 112 TROTTER LANE FREEDOM PA 15042 NONE PC FOR RELIGIOUS SERVICES 500 CHABAD OF HEBRON 491 COMMONWEALTH AVE BOSTON MA 02215 NONE PC FOR RELIGIOUS SERVICES 8800 CHABAD OF THE KOTEL 34 TOLEDANO STREET APT 1 JERUSALEM IS NONE PC FOR RELIGIOUS SERVICES 2300 CHABAD RELIEF PROJECT 3 W 57TH ST NEW YORK NY 10019 NONE PC FOR SUPPORTING PROGRAMS 5000 CHABAD YP 419 E 77TH STREET NEW YORK NY 10075 NONE PC FOR EDUCATIONAL,CULTURAL AND SOCIAL SERVICES PROGRAMS 37382 COLEL CHABAD(PANTRY PACKERS) 806 EASTERN PARKWAY BROOKLYN NY 11213 NONE PC FOR SUPPORTING PROGRAMS 3600 CONGREGATION BETH SHOLOM 390 BROADWAY LAWRENCE NY 11559 NONE PC FOR RELIGIOUS PURPOSES 2747 CONGREGATION BNAI ISRAEL 335 E 77TH ST NEW YORK NY 10075 NONE PC FOR RELIGIOUS PURPOSES 1800 FCAS-FOUNDATION COMBAT ANTI-SEMITISM 75 WASHINGTON STREET FOXBOROUGH MA 02035 NONE PC FOR SUPPORTING PROGRAMS 1000 FIFTH AVENUE SYNAGOGUE 5 EAST 62ND ST NEW YORK NY 10065 NONE PC FOR RELIGIOUS SERVICES 4460 FIU FOUNDATION INC 11200 SW 8TH STREET MIAMI FL 33199 NONE PC FOR SUPPORTING PROGRAMS 500 FRIENDS OF UNITED HATZALAH 208 E 51ST STREET 303 NEW YORK NY 10022 NONE PC FOR CHARITABLE PURPOSES 2100 FRIENDSHIP CIRCLE 419 E 77TH ST NEW YORK NY 10075 NONE PC FOR CHARITABLE PURPOSES 360 GARDEN OF DREAMS FOUNDATION(NYK KICKS &) 2 PENN PLAZA 15TH FLOOR NEW YORK NY 10121 NONE PC FOR CHARITABLE PURPOSES 6500 HAFTR 389 CENTRAL AVE LAWRENCE NY 11559 NONE PC FOR EDUCATIONAL SERVICES 28000 HEARTBEET LIFESHARING 218 TOWN FARM RD HARDWICK VT 05843 NONE PC FOR CHARITABLE PURPOSES 1000 JCAB BENEVOLENT FUND C/O MARK RAMER 100 NASSAU AVE ATLANTIC BEACH NY 11509 NONE PC FOR CHARITABLE PURPOSES 5000 JCC OF THE GREATER FIVE TOWNS 207 GROVE AVE CEDARHURST NY 11516 NONE PC FOR CHARITABLE PURPOSES 1800 JHU A & S(JOHN HOPKINS UNIV) 500 WEST WYMAN PARK BALTIMORE MD 21218 NONE PC FOR SUPPORTING PROGRAMS 10000 KEREN HACHESED 66 WOODMERE BLVD SOUTH WOODMERE NY 11598 NONE PC FOR CHARITABLE PURPOSES 1800 KEREN OR 330 WEST 38TH STREET SUITE 1007 NEW YORK NY 10018 NONE PC FOR EDUCATIONAL,CULTURAL AND SOCIAL SERVICES PROGRAMS 1800 KJ BENEVOLENT FUND 114 E 85TH ST NEW YORK NY 10028 NONE PC FOR SUPPORTING PROGRAMS 5300 KZMMBM KHAL ZICHRON MEIR MOSHE BAIS MINKA 25 BAYBERRY ROAD LAWRENCE NY 11559 NONE PC FOR CHARTIABLE PURPOSES 1800 LEUKEMIA & LYMPHOMA SOCIETY 3 INTERNATIONAL DRIVE RYE BROOK NY 10573 NONE PC FOR CHARTIABLE PURPOSES 3600 LOTAR ASSOCIATION IGAL ALON 98 APT 50 TEL AVIV JERUSALEM IS NONE PC FOR CHARTIABLE PURPOSES 2200 MESORAH HERITAGE FOUNDATION 313 REGINA AVENUE RAHWAY NJ 07065 NONE PC FOR CHARITABLE PURPOSES 68003 MIAMI JEWISH FILM FESTIVAL(MJFF) 40 NW 3RD ST 305 MIAMI FL 33128 NONE PC FOR CHARITABLE PURPOSES 1200 MOISE SAFRA CENTER 555 MADISON AVE 5TH FLOOR NEW YORK NY 10022 NONE PC FOR CHARITABLE PURPOSES 6001 MSK(MEMORIAL SLOAN KETTERING) 1275 YORK AVENUE NEW YORK NY 10065 NONE PC FOR CHARITABLE PURPOSES 1000 NATIONAL BREAST CANCER FOUNDATION INC 7460 WARREN PKWY SUITE 150 FRISCO TX 75034 NONE PC FOR CHARITABLE PURPOSES 1000 NEVEH ZION 623 BEACH 8TH STREET FAR ROCKAWAY NY 11691 NONE PC FOR RELIGIOUS PURPOSES 1000 PEF ISRAEL ENDOWMENT FUNDS INC 630 THRID AVENUE 15TH FLOOR NEW YORK NY 10017 NONE PC FOR RELIGIOUS PURPOSES 5000 PROJECT MINDFUL HEART 7002 CAMP HILL RD FORT WASHINGTON PA 19034 NONE PC FOR CHARITABLE PURPOSES 1800 RAMAZ SCHOOL 60 E 78 ST NEW YORK NY 10075 NONE PC FOR EDUCATIONAL SERVICES 3220 ROCKAWAY NASSAU SAFETY PATROL(RNSP) 7-16 BEACH 9TH STREET FAR ROCKAWAY NY 11691 NONE PC FOR CHARITABLE PURPOSES 6500 RUTGERS JEWISH XPERIENCE 172 CAROL ST LAKEWOOD NJ 08701 NONE PC FOR RELIGIOUS PURPOSES 1800 SAR ACADEMY 655 WEST 254TH ST RIVERDALE NY 10471 NONE PC FOR EDUCATIONAL SERVICES 6908 SCHOTTENSTEIN KOLLEL JERUSALEM HA-GEONIM STREET 4 JERUSALEM IS NONE PC FOR RELIGIOUS PURPOSES 5000 STACHESTRONGORG 511 CASTLEMAN ROAD VESTAL NY 13850 NONE PC FOR CHARITABLE PURPOSES 1114 THE CENTURION FOUNDATION 501 MADISON AVENUE FLOOR 12A NEW YORK NY 10022 NONE PC FOR CHARITABLE PURPOSES 1029 THE JEWISH CENTER OF ATLANTIC BEACH PO BOX 246 ATLANTIC BEACH NY 11509 NONE PC FOR RELIGIOUS SERVICES 8511 THE SHUL 9540 COLLINS AVE SURFSIDE FL 33154 NONE PC FOR RELIGIOUS AND COMMUNAL ACTIVITIES 2610 THE SPECIAL CHILDREN'S CENTER 1400 PROSPECT STREET LAKEWOOD NJ 08701 NONE PC FOR CHARITABLE PURPOSES 1000 THE TAILGATE WITH A CAUSE(PARKINSON) 323 BERGEN BOULEVARD FAIRVIEW NJ 07022 NONE PC FOR CHARITABLE PURPOSES 1000 TOMCHEI SHABBOS YAD YESHAYA 5 TOWNS 821 CENTRAL AVE WOODMERE NY 11598 NONE PC FOR RELIGIOUS AND COMMUNAL ACTIVITIES 1800 TOV VACHESED INC C/O JIMMY HABER 133 EAST 80TH STREET APT 10A NEW YORK NY 10075 NONE PC FOR CULTURAL AND SOCIAL SERVICES PROGRAMS 3600 UJA FEDERATION OF NEW YORK 130 EAST 59TH STREET NEW YORK NY 10022 NONE PC FOR RELIGIOUS AND COMMUNAL ACTIVITIES 500 WEST SIDE INSTITUTIONAL SYNAGOGUE 120 W 76TH ST NEW YORK NY 10023 NONE PC FOR RELIGIOUS AND COMMUNAL ACTIVITIES 8574 YACHAD-NAT'L JEWISH COUNCIL- DISABILITIES 11 BROADWAY 13TH FLOOR NEW YORK NY 10004 NONE PC FOR RELIGIOUS AND COMMUNAL ACTIVITIES 4750 YAD DAVID 1002 QUENTIN RD BROOKLYN NY 11223 NONE PC FOR CHARITABLE PURPOSES 12000 YAD ELIEZER 410 GLENN RD JACKSON NJ 08527 NONE PC FOR RELIGIOUS AND COMMUNAL ACTIVITIES 2000 YESHIVA OF THE SOUTH SHORE 1170 WILLIAM ST HEWLETT NY 11557 NONE PC FOR RELIGIOUS SERVICES 1800 YOUNG ISRAEL OF BAL HARBOUR 9580 ABBOT AVE SURFSIDE NY 33154 NONE PC FOR RELIGIOUS SERVICES 2100 1292019 0 541519 1216 14 523000 695564 14 696780 0 0 696780 0 0 0 0 0 0 0 0 0 0 X X 1 ANDREW H SPODEK C/O NATIONWIDE 75 COLUMBIA AVENUE CEDARHURST NY 11516 764251 X X 2 ROSALIND T SPODEK 9999 COLLINS AVENUE BAL HARBOUR FL 33154 641120 X X 1 BIOCRYST PHARMACEUTICALS SECURITIES TRANSFER C76 TO FOUNDATION 2,500 SHARES 25275 2023-01-18 1 REGIONS FINL CORP 2,500 SHARES TRANSFER FROM C76 ACCOUNT 59225 2023-02-06 1 REGIONS FINL CORP TRANSFER C76 ACCT 2,500 SHARES 59625 2023-02-14 1 HUNTINGTON BANCSHS INC MD TRANSFER C76 ACCT 5,000 SHARES 76750 2023-02-14 1 MERRILL 857-64C76 TRANSFER TO FOUNDATION ANDREW SPODEK 46378 2023-05-05 1 MERRILL 857-64C76 TRANSFER TO FOUNDATION ANDREW SPODEK 34350 2023-06-09 1 MERRILL 857-64C76 TRANSFER TO FOUNDATION ANDREW SPODEK 60400 2023-06-15 1 MERRILL 857-64C76 TRANSFER MICROSOFT CORP 150 SHARES NET TOTAL ANDREW SPODEK 50723 2023-07-05 1 FORD MOTOR CO 1000 SHARES @12.5/SHARE & TESLA INC 150 SHARES @257.18/SHARE 50627 2023-08-29 1 SALESFORCE INC 25 SHARES @221.62/SHARE C76 ANDREW SPODEK 5541 2023-09-06 1 MICROSOFT CORP 250 SHARES @329.91/SHARE C76 ANDREW SPODEK 82478 2023-09-07 1 BLACKSTONE INC. 250 SHARES @114.22 C76 ANDREW SPODEK 28555 2023-09-20 1 FORD MOTOR CO 4K SHARES @APPROX 11.63/SHARE TRANSFERRED FROM C76 ANDREW SPODEK 46560 2023-10-20 1 FORD MOTOR CO 4K SHARES @APPROX 11.40/SHARE TRANSFERRED FROM C76 ANDREW SPODEK 45560 2023-10-24 1 FORD MOTOR CO2K SHARES @APPROX 11.54/SHARE TRANSFERRED FROM C76 ANDREW SPODEK 23080 2023-10-31 1 TESLA 150 SHARES @ APPROX 246.72 TRANSFERRED FROM C76 ANDREW SPODEK 37008 2023-11-28 1 BLACKSTONE INC- ANDREW SPODEKC756 TO FOUNDATION 250 SHARES @ APPROX 127.73 32116 2023-12-14 2 VANGUARD AND SCHWAB SHARES TRANSFERRED FROM RS FIDELITY ACCOUNT 3/10/23 118889 2023-03-10 2 VANGUARD AND SCHWAB SHARES TRANSFERRED FROM RS FIDELITY ACCOUNT 3/13/2023 118874 2023-03-13 2 BLACKSTONE INC- ANDREW SPODEKC756 TO FOUNDATION 250 SHARES @ APPROX 127.73 388357 2023-12-21 EQUITIES AT COST 1919 1919 INSIDE GAIN ON SALE OF SECURITIES 574170 MEMBERSHIP FEES 1045 1045 0 CREDIT CARD - AMEX 48378 30235 IRS TAXES PAID 9200 9200 0 NYS TAXES 50 50 0