2024-11-14T14:51:33-06:00 2023-12-31 881478669 CBIZ ADVISORS LLC 730 THIRD AVENUE 11TH FLOOR NEW YORK NY 10017 990PF 2023-01-01 300218951 DANIEL L NIR & JILL E BRAUFMAN FAMILY FOUNDATION INC DANI 5167660915 RVC FAMILY265 SUNRISE HWY 1-307 ROCKVILLE CENTRE NY 11570 JILL BRAUFMAN PRESIDENT 5167660915 2024-11-14 1 0 SCOTT STAVIN P00439176 2124855500 2024-11-14 2023 2024-10-15 13:58:12Z X 1007521 X 2405796 1476 1476 3287 3287 939417 1756546 939417 -8236 0 -8236 3341740 944180 -8236 0 0 0 0 5466 2733 0 2733 21578 0 0 0 12376 0 0 12376 39420 2733 0 15109 1691296 1691296 1730716 2733 0 1706405 1611024 941447 0 102227 201328 201328 40000 98196 806193 806193 240423 1007521 1007521 68751 72449 68751 72449 X 0 0 0 0 171672 935072 171672 935072 240423 1007521 171672 1611024 0 1782696 847624 935072 ALPHABET INC CL A 2016-02-04 2023-11-27 49908 13344 36564 36564 APPLE INC 2016-01-04 2023-11-27 7945 1094 6851 6851 APPLE INC 2016-05-12 2023-11-27 42186 5020 37166 37166 INGLES MARKETS A 2020-12-09 2023-02-02 68444 31255 37189 37189 INGLES MARKETS A 2020-12-10 2023-02-02 26353 11980 14373 14373 MICROSOFT CORP 2016-04-22 2023-11-27 50953 6977 43976 43976 SPDR S&P METALS & MINING 2020-07-07 2023-02-22 200921 77305 123616 123616 TETRA TECHNOLOGIES INC DEL 2022-03-09 2023-10-09 149476 89779 59697 59697 TETRA TECHNOLOGIES INC DEL 2022-03-09 2023-10-09 149256 89779 59477 59477 TETRA TECHNOLOGIES INC DEL 2022-03-09 2023-10-09 149249 89779 59470 59470 TETRA TECHNOLOGIES INC DEL 2022-03-09 2023-10-09 149242 89779 59463 59463 VANGUARD ENERGY ETF 2020-07-07 2023-05-09 199004 88566 110438 110438 MOELIS & COMPANY CL A 2020-05-01 2023-06-14 295216 134339 160877 160877 ALLIANCE RES. PARTNERS LP 2023-11-27 49147 18393 30754 30754 ALLIANCE RES. PARTNERS LP 2023-12-15 71471 29756 41715 41715 ALLIANCE RES. PARTNERS LP 2023-12-21 97775 39984 57791 57791 939417 13086 0 13086 0 13086 7720 0 12280 0 20000 X 0 6914 6914 0 0 0 0 0 0 0 0 0 0 0 0 1 NY 1 0 0 0 0 1 N/A SUZANNE AIELLO 5167660915 C/O RVC265 SUNRISE HWY1-307 ROCKVILLE CENTRE NY 11570 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JILL BRAUFMAN C/O RVC265 SUNRISE HWY1-307 ROCKVILLE CENTRE NY 11570 PRESIDENT 1.00 0 0 0 DANIEL L NIR C/O RVC265 SUNRISE HWY1-307 ROCKVILLE CENTRE NY 11570 TREASURER 1.00 0 0 0 BARRY BERGER C/O RVC265 SUNRISE HWY1-307 ROCKVILLE CENTRE NY 11570 SECRETARY 1.00 0 0 0 NONE 0 NONE 0 0 391229 35753 0 426982 0 0 426982 6405 420577 21029 21029 13086 13086 7943 0 7943 0 7943 1706405 0 1706405 7943 0 0 1272890 1156034 1222783 1185427 1029162 5866296 1706405 0 0 0 7943 1698462 0 0 7564758 0 0 0 0 0 0 1272890 6291868 1156034 1222783 1185427 1029162 1698462 DANIEL L NIR X AIM BY KYLE ABRAHAM ATTN LAUREN CRONK PO BOX 986 NEW YORK NY 10113 NONE PC GENERAL 170 ADL 605 THIRD AVENUE 10TH FLOOR NEW YORK NY 10158 NONE PC GENERAL 10100 ALVIN AILEY DANCE FOUNDATION INC 470 PARK AVENUE SOUTH 9TH FLOOR S NEW YORK NY 10016 NONE PC GENERAL 10000 MONTEFIORE MEDICAL CENTER 3325 BAINBRIDGE AVENUE BRONX NY 10467 NONE PC GENERAL 1110 AMERICAN COMMITTEE FOR SHAARED ZEDEK 55 W 39TH ST NEW YORK NY 10108 NONE PC GENERAL 180 AMERICAN FRIENDS OF IDC 116 EAST 16TH STREET 11TH FLOOR NEW YORK NY 10003 NONE PC GENERAL 17000 AMERICAN FRIENDS OF LEKET ISRAEL PO BOX 2090 TEANECK TEANECK NY 076661490 NONE PC GENERAL 75000 AMERICAN FRIENDS OF ORR SHALOM 3708 ENTERPRISE DRIVE JANESVILLE WI 53546 NONE PC RELIGIOUS 25000 AMERICAN FRIENDS OF SHALVA 315 FIFTH AVENUE 6TH FLOOR NEW YORK NY 10016 NONE PC RELIGIOUS 25000 AMERICAN FRIENDS OF SHALVA 315 FIFTH AVENUE 6TH FLOOR NEW YORK NY 10016 NONE PC RELIGIOUS 10000 ATLANTIC GOLF CLUB EDUCATIONAL FUND PO BOX 1890 BRIDGEHAMPTON NY 11932 NONE PC GENERAL 34000 BEIT RUTH 2 JERICHO PLAZA SUITE 111 - WING A JERICHO NM 11753 NONE PC RELIGIOUS 5162 BIRTHRIGHT ISRAEL FOUNDATION PO BOX 1784 NEW YORK NY 10156 NONE PC GENERAL 10000 BLYTHEDALE CHILDREN'S HOSPITAL 95 BRADHURST AVE VALHALLA NY 10595 NONE PC MEDICAL 5000 BOCA RATON SYNAGOGUE 7900 N MONTOYA CIR N BOCA RATON FL 33433 NONE PC RELIGIOUS 5128 BRIGID ALLIANCE PO BOX 58 NEW YORK NY 10024 NONE PC RELIGIOUS 2500 BROTHERS FOR LIFE 270 SOUTH HANFORD STREET SUITE 207 SEATTLE WA 98134 NONE PC GENERAL 150000 CEJP 435 STRATTON ROAD NEW ROCHELLE NY 10804 NONE PC RELIGIOUS 35000 CENTER FOR REPRODUCTIVE RIGHTS 120 WALL STREET 14H FL NEW YORK NY 10005 NONE PC GENERAL 20000 CENTRAL PARK CONSERVANCY 14 E 60TH ST NEW YORK NY 10022 NONE PC GENERAL 2000 COLEL CHABAD 806 EASTERN PARKWAY BROOKLYN NY 11213 NONE PC GENERAL 100000 CONGREGATION OF RODEPH SHOLOM 7 WEST 83RD STREET NEW YORK NY 10024 NONE PC RELIGIOUS 2370 CONGREGATION OF RODEPH SHOLOM 7 WEST 83RD STREET NEW YORK NY 10024 NONE PC RELIGIOUS 5000 FOUNTAIN HOUSE 11 RIVERSIDE DRIVE SUITE 3AW NEW YORK NY 10023 NONE PC GENERAL 1500 FRIENDS OF UNITED HATZAL 208 EAST 51ST ST SUITE 303 NEW YORK NY 10022 NONE PC MEDICAL 50000 FRIENDS OF WLRN 172 NE 15TH STREET MIAMI FL 33132 NONE PC GENERAL 1500 GALLOPNYC 88-03 70TH ROAD FOREST HILLS NY 11375 NONE PC GENERAL 10000 GREATER MIAMI JEWISH FEDERATION 4200 BISCAYNE BLVD MIAMI FL 33137 NONE PC RELIGIOUS 308000 HAMPTONS INVITATIONAL CHARITY PRO AM PO BOX 1979 BRIDGEHAMPTON NY 11932 NONE PC GENERAL 11500 HASBARA FELLOWSHIPS 313 WEST 83RD STREET NEW YORK NY 10024 NONE PC GENERAL 10000 HEALTH IN THE HOOD 2020 N BAYSHORE DR 4102 MIAMI FL 33137 NONE PC GENERAL 5000 JOIN ISRAEL 232 MADISON AVENUE SUITE 608 NEW YORK NY 10016 NONE PC GENERAL 73000 KRISTI HOUSE 1265 NW 12TH AVE MIAMI FL 33136 NONE PC GENERAL 16000 MEDIA MATTERS OF AMERICA 455 MASSACHUSETTS AVENUE NW SUITE 640 WASHINGTON DC 20001 NONE PC GENERAL 10000 MIAMI BEACH JCC 4221 PINE TREE DRIVE MIAMI BEACH FL 33140 NONE PC GENERAL 5000 MIAMI CITY BALLET 2200 LIBERTY AVENUE MIAMI BEACH FL 33141 NONE PC GENERAL 53481 MIAMI NEW DRAMA 1040 LINCOLN ROAD MIAMI BEACH FL 33139 NONE PC GENERAL 5138 MT SINAI FOUNDATION 1425 MADISON AVE 3 NEW YORK NY 10029 NONE PC MEDICAL 10000 MT SINAI SCHOOL OF MEDICINE OFFICE OF DEVELOPMENT ONE GUSTAVE L LEVY PLACE BOX OH 44106 NONE PC MEDICAL 10000 NETWORK FOR GOOD 269 S BEVERLY DR 338 BEVERLY HILLS CA 90045 NONE PC GENERAL 515 NEW WORLD SYMPHONY 500 17TH STREET MIAMI BEACH FL 33139 NONE PC GENERAL 4300 NU DECO ENSEMBLE 2100 BISCAYNE BLVD MIAMI FL 33137 NONE PC GENERAL 5000 NYC ARTS IN EDCUATION ROUNDTABLE TIMES SQUARE STATION PO BOX 2094 NEW YORK NY 10108 NONE PC GENERAL 500 OVERTOWN YOUTH CENTER INC 450 NW 14TH ST MIAMI FL 33136 NONE PC MEDICAL 9000 OXALOSIS & HYPEROXALURIA FOUNDATION 201 E 19TH ST 12E NEW YORK NY 10003 NONE PC MEDICAL 5000 PARTNERSHIP WITH CHILDREN INC 299 BROADWAY 1300 NEW YORK NY 10007 NONE PC GENERAL 30000 PEF ISRAEL ENDOWMENT FUNDS INC 630 3RD AVENUE SUITE 1501 NEW YORK NY 10017 NONE PC GENERAL 53000 PEN AMERICAN CENTER 162 WEST 56TH STREET SUITE 405 NEW YORK NY 10019 NONE PC GENERAL 5192 PLAN A HEALTH INC 212 WEST 111TH STREET 2B NEW YORK NY 10026 NONE PC MEDICAL 2598 PLANNED PARENTHOOD 26 BLEECKER STREET NEW YORK NY 10012 NONE PC GENERAL 3614 RE'UT 8383 WILSHIRE BLVD SUITE 400 BEVERLY HILLS CA 90211 NONE PC GENERAL 10000 SFD BENEVOLENT ASSOCIATION INC PO BOX 499 SOUTHAMPTON SOUTHAMPTON NY 119690499 NONE PC GENERAL 750 SOUTH FLORIDA PBS 3401 S CONGRESS AVE BOYNTON BEACH FL 33426 NONE PC GENERAL 100 SOUTHAMPTON ARTS CENTER 25 JOBS LANE SOUTHAMPTON NY 11968 NONE PC GENERAL 8000 SOUTHAMPTON BATH & TENNIS CHARITABLE FUND PO BOX 1208 SOUTHAMPTON NY 11969 NONE PC GENERAL 5000 SOUTHAMPTON BATH & TENNIS CHARITABLE FUND PO BOX 1208 SOUTHAMPTON NY 11969 NONE PC GENERAL 1000 SOUTHAMPTON FRESH AIR HOME 36 BARKERS ISLAND ROAD SOUTHAMPTON NY 11968 NONE PC GENERAL 5175 SOUTHAMPTON HISTORICAL MUSEUM PO BOX 303 SOUTHAMPTON NY 11969 NONE PC GENERAL 4800 SOUTHAMPTON HOSPITAL FOUNDATION 240 MEETING HOUSE LANE SOUTHAMPTON NY 11968 NONE PC MEDICAL 10000 SOUTHAMPTON VILLAGE VOLUNTEER AMBULANCE 165 WINDMILL LN SOUTHAMPTON NY 11968 NONE PC GENERAL 500 STONY BROOK UNIVERSITY 230 ADMINISTRATION STONY BROOK UNIVERSITY STONY BROOK NY 117941188 NONE PC GENERAL 500 SUNRISE DAY CAMP JESSICA KAMENS 15 NEIL COURT OCEANSIDE NY 11572 NONE PC GENERAL 75000 TEMPLE BETH SHOLOM 4144 CHASE AVENUE MIAMI FL 33140 NONE PC RELIGIOUS 10574 TEMPLE BETH SHOLOM MIAMI BEACH 4144 CHASE AVENUE MIAMI BEACH FL 33140 NONE PC RELIGIOUS 2024 THE DRAWING CENTER 35 WOOSTER STREET NEW YORK NY 10013 NONE PC GENERAL 2500 THE GIVING GROUP COMMUNITY 5757 WEST CENTURY BLVD SUITE 410 LOS ANGELES CA 90045 NONE PC RELIGIOUS 203000 THE JEWISH MUSEUM 1109 FIFTH AVENUE NEW YORK NY 10128 NONE PC GENERAL 70 THE WASHINGTON INSTITUTE BENEFIT 110 FIFTH AVENUE SE SUITE 214 P O BOX 40999 OLYMPIA WA 98504 NONE PC GENERAL 10000 THE WOMEN'S FUND MIAMI-DADE 7412 SUNSET DRIVE MIAMI FL 33143 NONE PC GENERAL 5000 THROUGH THE EYES OF CHILDREN 7 EDWARD PLACE OLD GREENWICH CT 06870 NONE PC GENERAL 500 TIKVA CHILDREN'S HOME 8 HENDERSON DR WEST CHADWELL NJ 07006 NONE PC GENERAL 10000 UJA-FEDERATION OF NEW YORK 130 EAST 59TH STREET NEW YORK NY 10022 NONE PC GENERAL 5000 UNIVERSITY OF SOUTHERN CALIFORNIA UNIVERSITY PARK CAMPUS ADM 150 MC 0013 LOS ANGELES CA 900894017 NONE PC GENERAL 12500 UNIVERSITY OF VIRGINIA PO BOX 400807 CHARLOTTESVILLE VA 229044807 NONE PC EDUCATION 5000 WIKIMEDIA FOUNDATION PO BOX 98204 WASHINGTON DC 200908204 NONE PC GENERAL 100 WOMEN OF TOMORROW 8400 NW 36TH STREET DORAL FL 33166 NONE PC GENERAL 12500 WOMEN'S EMERGENCY NETWORK PO BOX 566392 MIAMI FL 33256 NONE PC GENERAL 5102 WRRAP 1902A LINCOLN BLVD 1338 SANTA MONICA CA 90405 NONE PC GENERAL 10204 YOUNG PEOPLE'S CHORUS OF NEW YORK CITY 37 WEST 65TH STREET 2ND FLOOR NEW YORK NY 10023 NONE PC EDUCATION 25000 YOUTH RENEWALFUND 1460 BROADWAY NEW YORK NY 10036 NONE PC EDUCATION 2839 1691296 0 14 1476 14 3287 18 939417 LOSS THROUGH ALLIANCE RESOURCE PARTNERS LP 18 -8236 0 935944 0 935944 0 0 0 0 0 0 0 0 0 0 X X 1 DANIEL NIR AND JILL BRAUFMAN C/O RVC265 SUNRISE HWY1-307 ROCKVILLE CENTRE NY 11570 213246 X 2 DANIEL NIR AND JILL BRAUFMAN C/O RVC265 SUNRISE HWY1-307 ROCKVILLE CENTRE NY 11570 200093 X 3 DANIEL NIR AND JILL BRAUFMAN C/O RVC265 SUNRISE HWY1-307 ROCKVILLE CENTRE NY 11570 312244 X 4 DANIEL NIR AND JILL BRAUFMAN C/O RVC265 SUNRISE HWY1-307 ROCKVILLE CENTRE NY 11570 295978 X 5 DANIEL NIR AND JILL BRAUFMAN C/O RVC265 SUNRISE HWY1-307 ROCKVILLE CENTRE NY 11570 610000 X 6 DANIEL NIR AND JILL BRAUFMAN C/O RVC265 SUNRISE HWY1-307 ROCKVILLE CENTRE NY 11570 161771 X 7 DANIEL NIR AND JILL BRAUFMAN C/O RVC265 SUNRISE HWY1-307 ROCKVILLE CENTRE NY 11570 162853 X 8 DANIEL NIR AND JILL BRAUFMAN C/O RVC265 SUNRISE HWY1-307 ROCKVILLE CENTRE NY 11570 163661 X 9 DANIEL NIR AND JILL BRAUFMAN C/O RVC265 SUNRISE HWY1-307 ROCKVILLE CENTRE NY 11570 285950 X 1 1795 SHARES - VANGUARD ENERGY ETF 213246 2023-02-28 2 3650 SHARES - SPDR S&P METALS MINING 200093 2023-02-28 3 17721 SHARES - ARLP 312244 2023-05-30 4 6394 SHARES - MOELIS 295978 2023-06-14 5 100,000 SHARES - TETRA TECH 610000 2023-10-09 6 1193 SHARES - ALPHABET CL A 161771 2023-10-20 7 942 SHARES - APPLE 162853 2023-10-20 8 501 SHARES - MICROSOFT 163661 2023-10-20 9 5000 SHARES - MOELIS 285950 2023-12-26 ACCOUNTING FEES 5466 2733 0 2733 MORGAN STANLEY INVESTMENTS FMV 806193 806193 EXCESS OF FAIR MARKET VALUE OF CONTRIBUTIONS RECEIVED OVER TAX BASIS 847624 TRAVEL AND MISC EXP 12376 0 0 12376 LOSS THROUGH ALLIANCE RESOURCE PARTNERS LP -8236 -8236 MISCELLEANOUS PAYABLES 68751 72449 FEDERAL EXCISE TAX 21578 0 0 0