2025-02-03T17:16:56-06:00 2024-10-31 133174394 SHULMAN JONES & COMPANY 287 BOWMAN AVENUE 236 PURCHASE NY 10577 990PF 2023-11-01 136161637 LEO ROSNER FOUNDATION INC LEOR 9142519200 CO WD ROBBINS 44 COCONUT ROW A PALM BEACH FL 33480 WILLIAM D ROBBINS PRESIDENT 9142519200 2025-01-28 1 0 FREDERICK R SHULMAN P01231571 9142519200 2025-01-28 X 2023 2025-03-06 01:10:19Z X 31313641 X 1117665 750520 750520 594681 3229959 594681 2462866 1345201 175000 0 175000 17294 0 17294 260129 260129 0 27816 0 0 1994 0 1994 482233 260129 194288 1094000 1094000 1576233 260129 1288288 886633 1085072 356878 142930 142930 0 285318 285318 16367285 20494952 20494952 8338012 10154811 10154811 240851 235630 235630 25303026 31313641 31313641 14666 16010 14666 16010 X 0 0 0 0 25288360 31297631 25288360 31297631 25303026 31313641 25288360 886633 5122638 31297631 0 31297631 NEUBERGER BERMAN ACC'T 55067330 P 693750 686104 7646 7646 NEUBERGER BERMAN ACC'T 55067330 P 1286700 752254 534446 534446 NEUBERGER BERMAN ACC'T 55004516 P 100000 99617 383 383 NEUBERGER BERMAN ACC'T 55004516 P 1149509 1097303 52206 52206 594681 15083 0 15083 0 15083 22356 0 0 0 22356 0 7273 7273 0 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 0 0 0 0 1 N/A WILLIAM D ROBBINS 9142519200 44 COCOANUT ROW PALM BEACH FL 33480 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JUNE ROSNER 17 EAST 84TH STREET NEW YORK NY 10028 VP & DIRECTOR 1.00 0 0 0 WILLIAM ROBBINS 44 COCOANUT ROW PALM BEACH FL 33480 PRESIDENT & DIRECTOR 14.00 175000 0 0 AMY CAPLOW CHAN 60 RIVERSIDE DRIVE NEW YORK NY 10024 SEC'Y, TREAS. & DIRECTOR 1.00 0 0 0 MARCY WACHTEL 1725 YORK AVENUE NEW YORK NY 10128 VP & DIRECTOR 1.00 0 0 0 STACY CAPLOW 250 JORALEMON STREET BROOKLYN NY 11201 VP & DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 NONE 0 NONE 0 NONE 0 NONE 0 NONE 0 NONE 0 0 0 30829124 161549 0 30990673 0 0 30990673 464860 30525813 1526291 1526291 15083 15083 1511208 0 1511208 0 1511208 1288288 0 1288288 1511208 1088846 0 0 1288288 1088846 0 0 199442 0 0 0 0 0 0 0 0 1311766 0 0 0 WILLIAM D ROBBINS 44 COCOANUT ROW PALM BEACH FL 33480 5618328176 NO REQUIRED FORM NONE NONE ABORTION COALITION FOR TELEMEDICINE 224 WEST 35TH STREET NEW YORK NY 10001 501(C)(3) NATIONWIDE ADVOCACY PROGRAM 5000 ACKERMAN INSTITUTE FOR THE FAMILY 936 BROADWAY 2ND FLOOR NEW YORK NY 10010 501(C)(3) CENTER FOR CHILDREN AND RELATIONAL TRAUMA 15000 ALZHEIMER'S LOS ANGELES 4221 WILSHIRE BLVD STE 400 LOS ANGELES CA 90010 501(C)(3) WOMENS PROJECTS/RESEARCH 10000 AMERICAN FRIENDS OF SCHNEIDER MEDICAL CENTER OF ISRAEL PO BOX 6106 SAN RAFAEL CA 94903 501(C)(3) GENERAL 10000 BAT YAM TEMPLE OF THE ISLANDS PO BOX 84 SANIBEL FL 33957 501(C)(3) WEEKEND SEMINARS/CONCERT 35000 BRIDGEHAMPTON CHILD CARE CENTER 551 SAG HARBOR TURNPIKE BRIDGEHAMPTON NY 11932 501(C)(3) COLLEGE PREPARATION PROGRAMCOLLEGE PREPARATION PROGRAM 30000 BROOKLYN LAW SCHOOL 250 JORALEMON STREET BROOKLYN NY 11201 501(C)(3) LOAN REPAYMENT ASSISTANCE PROGRAM 35000 CAYTON CHILDREN'S MUSEUM 395 SANTA MONICA PLACE SANTA MONICA CA 90401 501(C)(3) FAMILY & COMMUNITY ARTS PROGRAMS 30000 CENTRAL SYNAGOGUE 123 EAST 55TH STREET NEW YORK NY 10022 501(C)(3) EDUCATIONAL PROGRAM 54000 FOUNDATION TO COMBAT ANTISEMITISM 1 PARTRIOT PLACE FOXBOROUGH MA 02055 501(C)(3) STAND UP TO JEWISH HATE 10000 CITIZENS CLIMATE 1330 ORANGE AVENUE CORONADO CA 92118 501(C)(3) EDUCATIONAL PROGRAMS 10000 CITYMEALS-ON-WHEELS 355 LEXINGTON AVENUE NEW YORK NY 10017 501(C)(3) EMERGENCY BOXES 50000 COALITION FOR THE HOMELESS 129 FULTON STREET NEW YORK NY 10038 501(C)(3) SUMMER CAMP HOMEWARD BOUND/BOUND FOR SUCCESS AFTERSCHOOL 60000 COLUMBIA COMMUNITY SERVICE FOOD RELIEF PROGRAM 2980 BROADWAY NEW YORK NY 10027 501(C)(3) PREPARE & DISTRIBUTE MEALS 15000 COLUMBIA SCHOOL OF LAW 435 WEST 116TH STREET NEW YORK NY 10027 501(C)(3) INTEREST FREE STUDENT LOAN PROGRAM 30000 CORNELL UNIVERSITY 130 EAST SENECA STREET ITHACA NY 14580 501(C)(3) SCHOLARSHIPS 30000 FIRE ISLAND SYNAGOGUE BOX 43 FIRE ISLAND NY 11770 501(C)(3) BOUND FOR SUCCESS AFTERSCHOOL 10000 FOOD BANK OF PALM BEACH COUNTY 701 BOUTWELL ROAD LAKE WORTH BEACH FL 33461 501(C)(3) PROVIDE MEALS 10000 HENRY STREET SETTLEMENT 265 HENRY STREET NEW YORK NY 10002 501(C)(3) EXPANDED HORIZONS 20000 HOSPITAL FOR SPECIAL SURGERY 535 EAST 70TH STREET NEW HAVEN NY 10021 501(C)(3) STEM CELL RESEARCH 25000 IMMIGRANT ADVOCATES RESPONSE NETWORK 277 BROADWAY ALBANY NY 12204 501(C)(3) I-ARC 60000 LEARNING THROUGH EXPANDED ARTS PROGRAM 441 WEST END AVENUE NEW YORK NY 10024 501(C)(3) EDUCATIONAL PROGRAMMING 25000 MAUI FOOD BANK 760 KOLU STREET WAILUKU HI 96793 501(C)(3) PROVIDE MEALS 5000 MOISHE HOUSE 5007 PROVIDENCE ROAD CHARLOTTE NC 28226 501(C)(3) FOOTSTEPS PROGRAM 40000 MOUNT SINAI HOSPITAL 1 GUSTAVE L LEVY PLACE NEW YORK NY 10029 501(C)(3) PROGRAM FOR UNDERSERVED CHILDREN 20000 MUSEUM AT ELDRIDGE STREET PROJECT 12 ELDRIDGE STREET NEW YORK NY 10002 501(C)(3) EDUCATIONAL PROGRAMS 25000 MUSEUM OF JEWISH HERITAGE 36 BATTERY PLACE NEW YORK NY 10280 501(C)(3) INTERFAITH LIVING MUSEUM PROJECT 25000 NATIONAL MUSEUM OF WOMEN IN THE ARTS 1250 NEW YORK AVENUE NW WASHINGTON DC 20005 501(C)(3) TEACHERS CONNECT SUMMER INSTITUTE 30000 NEIGHBORHOOD COALITION FOR SHELTER 157 EAST 86TH STREET NEW YORK NY 10028 501(C)(3) OPTIONS PROGRAMS 30000 NEW YORK PHILHARMONIC 10 LINCOLN CENTER NEW YORK NY 10023 501(C)(3) SCHOOL PARTNERSHIP PROGRAM 20000 PJ LIBRARY 165 EAST 56TH STREET NEW YORK NY 10022 501(C)(3) CHILDRENS JEWISH BOOKS 10000 SANCTUARY FOR FAMILIES PO BOX 1406 WALL STREET STATION NEW YORK NY 10268 501(C)(3) ORTHODOX JEWISH MATRIMONIAL INITIATIVE 50000 SOCIETY OF THE FOUR ARTS 2 FOUR ARTS PLAZA PALM BEACH FL 33480 501(C)(3) EDUCATIONAL PROGRAMS 10000 SUITS FOR SENIORS 5762 OKEECHOBEE BLVD WEST PALM BEACH FL 33417 501(C)(3) SUIT AND EDUCATE YOUTH 15000 THE FRIENDS SEMINARY 222 EAST 16TH STREET NEW YORK NY 10003 501(C)(3) GENERAL 10000 THE FRIENDS SHELTER 15 RUTHERFORD PLACE NEW YORK NY 10003 501(C)(3) OUTREACH PROGRAM FOR HOMELESS 25000 MASTER VOICES 57 WEST 57TH STREET NEW YORK NY 10019 501(C)(3) STORYTELLING THROUGH SINGING 15000 UNITED STATES HOLOCAUST MUSEUM 220 NW CORPORATE BLVDSTE 305 BOCA RATON FL 33431 501(C)(3) RESCUING EVIDENCE ACQUISITIONS FUND 15000 UNIVERSITY OF CHICAGO 5235 SOUTH HARPER COURT CHICAGO IL 60615 501(C)(3) INTERNSHIP STIPEND PROGRAM 50000 UNIVERSITY SETTLEMENT SOCIETY OF NEW YORK 184 ELDRIDGE STREET NEW YORK NY 10002 501(C)(3) SOCIAL JUSTICE AFTERSCHOOL/STRIDE TO COLLEGE PROGRAM 50000 MANNA FOOD BANK 627 SWANNANOA RIVER ROAD ASHVILLE NC 28805 501(C)(3) PROVIDE MEALS 10000 MEMORIAL SLOAN-KETTERING HOSPITAL CENTER 633 3RD AVENUE NEW YORK NY 10017 501(C)(3) IMMIGRANT HEALTH AND CANCER CENTER 10000 YALE UNIVERSITY PO BOX 2038 NEW HAVEN CT 06521 501(C)(3) SCHOLARSHIPS 5000 PALM BEACH DRAMA WORKS 201 CLEMATIS STREET WEST PALM BEACH FL 33401 501(C)(3) EDUCATIONAL PROGRAM 10000 MONTEFIORE MEDICAL CENTER 300 MORRIS PARK AVENUE BRONX NY 10461 501(C)(3) BUTLER CENTER FOR CHILD ABUSE 15000 SURVIVORS JUSTICE PROJECT PO BOX 720807 JACKSON HEIGHTS NY 11372 501(C)(3) WOMEN & JUSTICE PROJECT 5000 WEILL CORNELL MEDICINE 525 EAST 68TH STREET NEW YORK NY 10065 501(C)(3) WRIGHT MEDICAL CENTER 15000 1094000 0 14 750520 18 594681 0 1345201 0 1345201 0 0 0 0 0 0 0 0 0 0 X X 1 STACY CAPLOW GST EXEMPT CLAT C/O SHULMAN JONES CO 287 BOWMAN AVE PURCHASE NY 10577 279416 X 2 STACY CAPLOW NON EXEMPT CLAT C/O SHULMAN JONES CO 287 BOWMAN AVE PURCHASE NY 10577 279416 X 3 AMY CHAN GST EXEMPT CLAT C/O SHULMAN JONES CO 287 BOWMAN AVE PURCHASE NY 10577 391183 X 4 AMY CHAN NON EXEMPT CLAT C/O SHULMAN JONES CO 287 BOWMAN AVE PURCHASE NY 10577 167650 X ACCOUNTING-SHULMAN,JONES,287 BOWMAN AVE, PURCHASE,NY 10577 17294 0 17294 NONE 0 MARKETABLE SECURITIES 10154811 10154811 MARKETABLE SECURITIES 20494952 20494952 285318 285318 0 0 MONEY MARKET AT COST 235630 235630 MISCELLANEOUS 1994 0 1994 UNREALIZED GAIN ON MARKETABLE SECURITIES 5122638 INV.ADV.FEES-NEUBERGER BERMAN, 605 3RD AVE., NY, NY 10158 260129 260129 0 EXCISE TAX 27816 0 0