2024-11-07T06:04:29-06:00 2023-12-31 133341682 BARISH & O'BRIEN 572 NORTH BROADWAY WHITE PLAINS NY 10603 990PF 2023-01-01 226767630 THE SHAPIRO FAMILY FOUNDATION SHAP 8025798294 47 FULLER DRIVE BRATTLEBORO VT 05301 DIANE SHAMAS MANAGER/TRUSTEE 8025798294 2024-11-07 1 1 CATHERINE J O'BRIEN P00387420 9144288600 2023 2024-10-15 13:58:12Z X X 11932536 X 12037 6641 6641 442672 442672 -17522 372086 0 443828 449313 55174 27587 27587 6820 6820 0 16823 16823 0 99337 99337 0 178154 150567 27587 922994 922994 1101148 150567 950581 -657320 298746 134200 608254 608254 12632770 11502019 11324282 623 0 0 12767593 12110273 11932536 0 0 X 12767593 12110273 0 0 0 0 12767593 12110273 12767593 12110273 12767593 -657320 0 12110273 0 12110273 BREIT OPERATING PARTNERSHIP LP P 2022-01-01 2023-12-31 19712 19712 19712 292 SHS WARNER BROS DISCOVERY INC P 2022-01-01 2023-10-24 2983 2961 22 22 2902 SHS BLACKROCK MULTI-ASSET INC P 2021-08-11 2023-01-31 28933 33634 -4701 -4701 3167 SHS FT-PREFERRED SEC & INC P 2021-11-22 2023-01-31 57041 64729 -7688 -7688 1632.592 SHS ISHARES CORE MSCI P 2021-04-16 2023-01-31 108937 122804 -13867 -13867 331 SHS ISHARES INC MSCI JAPAN P 2021-04-16 2023-01-31 19305 23117 -3812 -3812 195 SHS ISHARES RUSSELL MIDCAP V P 2021-03-16 2023-01-31 21978 21577 401 401 321.899 SHS ISHARES RUSSELL 1000 GRW P 2022-01-01 2023-05-25 82760 86717 -3957 -3957 71 SHS ISHARES RUSSELL 1000 VALUE P 2021-03-16 2023-01-31 11221 10720 501 501 321.899 SHS ISHARES RUSSELL 2000 P 2021-03-16 2023-01-31 19216 23349 -4133 -4133 -17522 4153 0 4153 0 4153 3213 0 982 0 4195 X 0 42 42 0 0 0 0 0 0 0 0 0 0 0 1 1 NJ 1 0 0 0 0 1 N/A DIANE SHAMAS FOUNDATION MANAGER 8025798294 47 FULLER DRIVE BRATTLEBORO VT 05301 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SHIRLEY SHAPIRO 252 HIGHWOOD AVENUE TENAFLY NJ 07670 TRUSTEE 1.00 0 0 0 DIANE SHAMAS 47 FULLER DRIVE BRATTLEBORO VT 05301 FOUNDATION MANAGER 10.00 55174 0 0 NONE 0 NONE 0 0 10472745 434998 0 10907743 0 0 10907743 163616 10744127 537206 537206 4153 4153 533053 0 533053 0 533053 950581 0 950581 533053 0 0 177215 128179 234587 78095 688056 1306132 950581 0 0 0 533053 417528 0 0 1723660 0 0 0 0 0 0 177215 1546445 128179 234587 78095 688056 417528 X ACLU 125 BROAD STREET 18TH FLOOR NEW YORK NY 10004 NONE OTHER PUBLIC CHARITY GENERAL 1000 AIDS PROJECT OF SOUTHERN VERMONT PO BOX 1486 BRATTLEBORO VT 05302 NONE OTHER PUBLIC CHARITY GENERAL 500 AMERICAN BALLET THEATRE 890 BROADWAY NEW YORK NY 10003 NONE OTHER PUBLIC CHARITY GENERAL 10000 AMERICAN JEWISH WORLD SERVICE (AJWS) 45 WEST 36TH STREET NEW YORK NY 10018 NONE OTHER PUBLIC CHARITY GENERAL 7500 ARBOR DAY FOUNDATION 211 NORTH 12TH STREET LINCOLN NE 68508 NONE OTHER PUBLIC CHARITY GENERAL 1000 ART SCHOOL AT THE OLD CHURCH 561 PIERMONT RD DEMAREST NJ 07627 NONE OTHER PUBLIC CHARITY GENERAL 500 ARTBRIDGE 526 WEST 26TH STREET NEW YORK NY 10001 NONE OTHER PUBLIC CHARITY GENERAL 4000 BRIGID'S ALLIANCE PO BOX 408363 CHICAGO IL 60640 NONE OTHER PUBLIC CHARITY GENERALGENERAL 20000 CAMP SUNSHINECAMP SNOWFLAKE 1133 E RIDGEWOOD AVE RIDGEWOOD NJ 07450 NONE OTHER PUBLIC CHARITY GENERAL 15000 CANCERCARE INC 275 SEVENTH AVENUE NEW YORK NY 10001 NONE OTHER PUBLIC CHARITY GENERAL 249 CENTER FOR FOOD ACTION 192 WEST DEMAREST AVE ENGLEWOOD NJ 07631 NONE OTHER PUBLIC CHARITY GENERAL 20000 CHILDREN'S THERAPY CENTER (CTC) 29-01 BERKSHIRE ROAD FAIRLAWN NJ 07410 NONE OTHER PUBLIC CHARITY GENERAL 50000 LEARNING DISABILITIES ASSOCIATION OF AMERICA 4068 MOUNT ROYAL BLVD ALLISON PARK PA 15101 NONE OTHER PUBLIC CHARITY GENERAL 1000 COMMUNITY CHEST 122 S VAN BRUNT ST ENGLEWOOD NJ 07631 NONE OTHER PUBLIC CHARITY GENERAL 500 CORNELL LAB OF ORNITHOLOGY 159 SAPSUCKER WOODS RD ITHACA NY 14850 NONE OTHER PUBLIC CHARITY GENERAL 200 DISABLED AMERICAN VETS 860 DOLWICK DRIVE ERLANGER KY 41018 NONE OTHER PUBLIC CHARITY GENERALGENERAL 500 DOCTORS WITHOUT BORDERS 6 EAST 39TH STREET NEW YORK NY 10016 NONE OTHER PUBLIC CHARITY GENERAL 14500 ENGLEWOOD HOSPITAL AND MEDICAL CENTER FOUNDATION (EHMC) 350 ENGLE ST ENGLEWOOD NJ 07631 NONE OTHER PUBLIC CHARITY GENERAL 50000 ENVIRONMENTAL DEFENSE FUND 1875 CONNECTICUT AVE NW SUITE 600 WASHINGTON DC 20009 NONE OTHER PUBLIC CHARITY GENERAL 1000 FOOD BANK OF WESTERN MA PO BOX 160 HATFIELD MA 01038 NONE OTHER PUBLIC CHARITY GENERAL 1000 FRIENDS OF THE HIGH LINE 820 WASHINGTON STREET NEW YORK NY 10014 NONE OTHER PUBLIC CHARITY GENERAL 500 GODS LOVE WE DELIVER 166 AVENUE OF THE AMERICAS NEW YORK NY 10013 NONE OTHER PUBLIC CHARITY GENERAL 1000 GREATER BERGEN COMMUNITY ACTION INC (GBCA) 392 MAIN STREET HACKENSACK NJ 07601 NONE OTHER PUBLIC CHARITY GENERAL 1000 GROUNDWORKS COLLABORATIVE PO BOX 370 BRATTLEBORO VT 05302 NONE OTHER PUBLIC CHARITY GENERAL 50000 HEIFER INTERNATIONAL 1 WORLD AVENUE LITTLE ROCK AR 72202 NONE OTHER PUBLIC CHARITY GENERAL 2000 HEIGHTENED INDEPENDENCE AND PROGRESS (HIP) 131 MAIN STREET SUITE 120 HACKENSACK NJ 07601 NONE OTHER PUBLIC CHARITY GENERAL 5000 HOLY APOSTLES SOUP KITCHEN 296 9TH AVE NEW YORK NY 10001 NONE OTHER PUBLIC CHARITY GENERAL 20000 HOPKINS SCHOOL 986 FOREST RD NEW HAVEN CT 06333 NONE OTHER PUBLIC CHARITY GENERAL 27000 HOSPITAL FOR SPECIAL SURGERY 535 EAST 70TH STREET NEW YORK NY 10021 NONE OTHER PUBLIC CHARITY GENERALGENERAL 500 ISRAEL 20 8 HAMPTON ROAD CLIFTON NJ 07012 NONE OTHER PUBLIC CHARITY GENERAL 10000 JCC THURNAUER SCHOOL OF MUSIC 411 E CLINTON AVENUE TENAFLY NJ 07670 NONE OTHER PUBLIC CHARITY GENERAL 20000 JEWISH FAMILY CHILDRENS SERVICES 1485 TEANECK ROAD TEANECK NJ 07666 NONE OTHER PUBLIC CHARITY GENERAL 1500 JEWISH FEDERATION OF NORTHERN NJ 50 EISENHOWER DR PARAMUS NJ 07652 NONE OTHER PUBLIC CHARITY GENERAL 7000 JEWISH HOME FOUNDATION OF NORTHERN NJ 10 LINK DRIVE ROCKLEIGH NJ 07647 NONE OTHER PUBLIC CHARITY GENERAL 10000 JEWISH MUSEUM 1109 FIFTH AVENUE NEW YORK NY 10128 NONE OTHER PUBLIC CHARITY GENERAL 1500 JEWISH NATIONAL FUND 42 EAST 69TH STREET NEW YORK NY 10021 NONE OTHER PUBLIC CHARITY GENERAL 1000 JEWISH THEOLOGICAL SEMINARY OF AMERICA 3080 BROADWAY NEW YORK NY 10027 NONE OTHER PUBLIC CHARITY GENERAL 50000 LAMBDA LEGAL DEFENSE 120 WALL STREET 19TH FL NEW YORK NY 10005 NONE OTHER PUBLIC CHARITY GENERAL 10000 LEUKEMIA & LYMPHOMA SOCIETY PO BOX 22447 NEW YORK NY 10087 NONE OTHER PUBLIC CHARITY GENERAL 200 MARBEATZE TORAH INSTITUTE 1719 AVENUE P BROOKLYN NY 11229 NONE OTHER PUBLIC CHARITY GENERAL 200 MASORTI FOUNDATION FOR CONSERVATIVE JUDAISM OF ISRAEL 3080 BROADWAY NEW YORK NY 10027 NONE OTHER PUBLIC CHARITY GENERAL 2000 MATAN INSTITUTE FOR EDUCATORS 520 EIGTH AVENUE NEW YORK NY 10018 NONE OTHER PUBLIC CHARITY GENERAL 1000 MEMORIAL SLOAN KETTERING 1275 YORK AVE NEW YORK NY 10021 NONE OTHER PUBLIC CHARITY GENERAL 500 METROPOLITAN MUSEUM OF ART 1000 FIFTH AVENUE NEW YORK NY 10028 NONE OTHER PUBLIC CHARITY GENERAL 1000 METROPOLITAN OPERA LINCOLN CENTER NEW YORK NY 10023 NONE OTHER PUBLIC CHARITY GENERAL 8000 MORRIS ARTS 14 MAPLE AVENUE MORRISTOWN NJ 07960 NONE OTHER PUBLIC CHARITY GENERALGENERAL 1000 MUSEUM OF MODERN ART 11 WEST 53RD STREET NEW YORK NY 10001 NONE OTHER PUBLIC CHARITY GENERALGENERAL 1000 NAT'L MUSEUM OF THE AMERICAN INDIAN 4TH ST AND INDEPENDENCE AVE WASHINGTON DC 20026 NONE OTHER PUBLIC CHARITY GENERAL 1000 NATIONAL CENTER FOR TRANSGENDER EQUALITY 1032 15TH STREET NW WASHINGTON DC 20005 NONE OTHER PUBLIC CHARITY GENERAL 10000 NATIONAL IMMIGRATION LAW CENTER 3450 WILSHIRE BLVD 108-62 LOS ANGELES CA 90010 NONE OTHER PUBLIC CHARITY GENERAL 1000 NEW FAIRFIELD VOLUNTEER FIRE DEPT PO BOX 8307 NEW FAIRFIELD CT 06333 NONE OTHER PUBLIC CHARITY GENERAL 249 NEW HORIZON SERVICE DOGS 1590 LAUREL PARK CT ORANGE CITY FL 32763 NONE OTHER PUBLIC CHARITY GENERAL 20000 NEWARK PUBLIC RADIOWBGO 54 PARK PLACE NEWARK NJ 07102 NONE OTHER PUBLIC CHARITY GENERAL 1500 NY PUBLIC RADIOWNYCWNPR 160 VARICK STREET NEW YORK NJ 10013 NONE OTHER PUBLIC CHARITY GENERAL 2500 NYC BALLET 20 LINCOLN CENTER PLAZA NEW YORK NY 10023 NONE OTHER PUBLIC CHARITY GENERAL 2000 ORT AMERICA 315 PARK AVE S NEW YORK NY 10010 NONE OTHER PUBLIC CHARITY GENERAL 2500 GLAD GAY AND LESBIAN ADVOCATES AND DEFENDERS 18 TREMONT BOSTON MA 02108 NONE OTHER PUBLIC CHARITY GENERAL 10000 PASSAIC COUNTY COMMUNITY COLLEGE 1 COLLEGE BLVD PATTERSON NJ 07505 NONE OTHER PUBLIC CHARITY GENERAL 50000 PETEY GREENE PROGRAM 22 STOCKTON STREET PRINCETON NJ 08540 NONE OTHER PUBLIC CHARITY GENERAL 1000 PLANNED PARENTHOOD FEDERATION 123 WILLIAM STREET NEW YORK NY 10038 NONE OTHER PUBLIC CHARITY GENERAL 4000 PLANNED PARENTHOOD NCS NJ 196 SPEEDWELL AVENUE MORRISTOWN NJ 07960 NONE OTHER PUBLIC CHARITY GENERAL 1000 PLANNED PARENTHOOD OF GREATER TEXAS 7424 GREENVILLE AVE DALLAS TX 75231 NONE OTHER PUBLIC CHARITY GENERAL 20000 PREP FOR PREP 325 WEST 71ST STREET NEW YORK NY 10023 NONE OTHER PUBLIC CHARITY GENERAL 10000 SMILE TRAIN 633 THIRD AVENUE NEW YORK NY 10017 NONE OTHER PUBLIC CHARITY GENERAL 4000 SOLOMON SCHECHTER DAY SCHOOL OF BERGEN COUNTY 275 MCKINLEY AVENUE NEW MILFORD NJ 07646 NONE OTHER PUBLIC CHARITY GENERAL 50000 SOUTHERN POVERTY LAW CENTER 400 WASHINGTON AVENUE MONTGOMERY AL 36104 NONE OTHER PUBLIC CHARITY GENERAL 500 SPECIAL OLYMPICS PO BOX 3589 PRINCETON NJ 08543 NONE OTHER PUBLIC CHARITY GENERAL 249 SPECTRUM FOR LIVING DEVELOPMENT INC 210 RIVERDALE RD 3 RIVER VALE NJ 07675 NONE OTHER PUBLIC CHARITY GENERAL 5000 TEMPLE EMANU-EL 180 PIERMONT ROAD CLOSTER NJ 07624 NONE OTHER PUBLIC CHARITY GENERAL 31200 TENAFLY FIREMANS ASSOC 100 RIVEREDGE ROAD TENAFLY NJ 07670 NONE OTHER PUBLIC CHARITY GENERAL 249 TENAFLY VOLUNTEER AMBULANCE PO BOX 355 TENAFLY NJ 07670 NONE OTHER PUBLIC CHARITY GENERAL 249 THEATRE ADVENTURE PO BOX 2264 BRATTLEBORO VT 05301 NONE OTHER PUBLIC CHARITY GENERAL 10000 THIRTEENWNETWLIW21 825 EIGHT AVENUE NEW YORK NY 10001 NONE OTHER PUBLIC CHARITY GENERAL 5000 TRUST WOMEN FOUNDATION PO BOX 3222 WICHITA KS 67201 NONE OTHER PUBLIC CHARITY GENERAL 20000 VANTAGE HEALTH SYSTEM 2 PARK AVENUE DUMONT NJ 07628 NONE OTHER PUBLIC CHARITY GENERAL 3000 WESLEYAN UNIVERSITY 45 WYLLYS AVENUE MIDDLETOWN CT 06459 NONE OTHER PUBLIC CHARITY GENERALGENERAL 12500 WILDERNESS SOCIETY 1801 PENNSYLVANIA AVENUE WASHINGTON DC 20036 NONE OTHER PUBLIC CHARITY GENERAL 200 WINDHAM WINDSOR HOUSING TRUST (WWHT) 68 BIRGE STREET BRATTLEBORO VT 05301 NONE OTHER PUBLIC CHARITY GENERAL 75000 WOMEN'S REPRODUCTIVE RIGHTS ASSISTANCE PROJECT (WRRAP) 2633 LINCOLN BLVD SANTA MONICA CA 90405 NONE OTHER PUBLIC CHARITY GENERAL 10000 WOMEN'S RIGHTS INFORMATION CENTER 108 WEST PALISADE AVENUE ENGLEWOOD NJ 07631 NONE OTHER PUBLIC CHARITY GENERAL 200 WORLD WILDLIFE FUND 1250 24TH STREET NW WASHINGTON DC 20037 NONE OTHER PUBLIC CHARITY GENERALGENERAL 249 TRANSGENDER LEGAL DEFENSE AND EDUCATION FUND TLDEF 20 WEST 20TH ST STE 705 NEW YORK NY 10011 NONE OTHER PUBLIC CHARITY GENERAL 10000 SHERWIN B NULAND FOUNDATION PO BOX 6356 HAMDEN CT 06517 NONE OTHER PUBLIC CHARITY GENERAL 50000 PARTNERS IN HEALTH PIH COPE 800 BOYLSTON AVE BOSTON MA 02199 NONE OTHER PUBLIC CHARITY GENERAL 5000 JOINT DISTRIBUTION COMMITTEE (JDC) 220 EAST 42ND STREET NEW YORK NY 10017 NONE OTHER PUBLIC CHARITY GENERAL 10000 CAMP JRFCAMP HAVAYA 108 RABBI JEFF WAY SOUTH STERLING PA 18460 NONE OTHER PUBLIC CHARITY GENERAL 1800 ST JUDE CHILDREN'S RESEARCH HOSPITAL 262 DANNY THOMAS PLACE MEMPHIS TN 38105 NONE OTHER PUBLIC CHARITY GENERAL 500 DISTRICT ALLIANCE FOR SAFE HOUSING (DASH) PO BOX 91730 WASHINGTON DC 20090 NONE OTHER PUBLIC CHARITY GENERAL 50000 922994 0 6641 442672 531110 -17522 0 0 431791 431791 1 INVESTMENT INCOME IS ADDED TO PRINCIPAL AND UTILIZED TO PURSUE A 2 PROGRAM OF SUPPORTING VARIOUS CHARITABLE ORGANIZATIONS DETERMINED BY 3 THE TRUSTEES TO BE WORTHWHILE CHARITABLE ORGANIZATIONS IN NEED OF 4 ADDITIONAL FINANCIAL SUPPORT. THE TRUSTEES SELECT SUCH CHARITABLE 5 ORGANIZATIONS AT LEAST ANNUALLY. 0 0 0 0 0 0 0 0 0 0 X X 1 EMILY STEELE 452 CARLTON ROAD WYCOFF NJ 07481 6076 X 2 ELAINE APPELLOF 100 WAKEMAN LANE SOUTHPORT CT 06890 2961 X 3 RACHEL APPELLOF 317 KETTLETOWN ROAD SOUTHBURY CT 06488 3000 X 1 ISHARES RUSSELL 1000 GRW SHARES 6076 2023-12-26 2 WARNER BROS DISCOVERY COMMON STOCK 2961 2023-10-23 ACCOUNTING 6820 6820 0 ISHARES RUSSELL 1000 GRW FUND AT COST 843703 1092958 ISHARES RUSSELL 1000 VALUE FUND AT COST 1251288 1441972 ISHARES RUSSELL MIDCAP G AT COST 464712 373758 ISHARES CORE MSCI EAFE AT COST 1964306 2115213 ISHARES CORE MSCI EMERGING AT COST 944320 764618 FT-PREFERRED SECUR & INC ETF AT COST 1521523 1300918 ISHARES INC MSCI JAPAN ETF AT COST 352963 349691 ISHARES RUSSELL 2000 ETF AT COST 394487 358468 ISHARES RUSSELL MIDCAP V AT COST 318352 345498 BLACKROCK MULTI-ASSET INC INST AT COST 983979 867670 BLACKROCK STRATEGIC INC OPP AT COST 714690 648835 FIDELITY ADV TOTAL BOND I AT COST 255111 218993 EV FLOATING RATE I AT COST 1334576 1299220 BREIT OPERATING PARTNERSHIP LP AT COST 146470 146470 DISALLOWED BREIT LOSSES AT COST 11539 0 2022 DIVIDENDS RECEIVED IN 2023 623 ADVISORY FEES 99337 99337 0 FEDERAL TAXES 6500 6500 0 FOREIGN TAXES 10323 10323 0