2024-05-14T09:33:18-05:00 2023-11-30 WITHUMSMITHBROWN PC 1411 BROADWAY 9TH FLOOR NEW YORK NY 10018 990PF 2022-12-01 136191234 THE ESSEL FOUNDATION % GEOFFREY SIMON ESSE 8137846834 2500 WESTCHESTER AVENUE PURCHASE NY 10577 GEOFFREY SIMON PRESIDENT 2127519100 2024-04-15 true GEOFFREY SIMON 999009999 KEVIN LIN CPA P01549051 2127519100 3 2022 2023-04-26 12:10:37Z X 120818068 X 23420762 2770391 2770391 4439713 24180490 4439713 42997 42997 30673863 7253101 0 13417 0 0 13417 10348 0 0 10348 553706 553706 151712 151712 17193 17193 279483 277983 1500 1025859 1000594 0 25265 13230000 13230000 14255859 1000594 0 13255265 16418004 6252507 3808597 2123580 2123580 60625512 68096535 70116877 27225319 37291399 46119491 2458120 2458120 2458120 94117548 109969634 120818068 102478 102478 102478 102478 X 94015070 109867156 94015070 109867156 94117548 109969634 94015070 16418004 2487938 112921012 3053856 109867156 PUBLICLY TRADED SECURITIES P 2023-11-30 24180490 24101172 79318 79318 FLOWTHROUGH FROM PARTNERSHIP 2023-11-30 4360395 4439713 86910 86910 86910 90529 0 90529 3619 3619 false false false false false false false true true NY true false false false false true N/A GEOFFREY SIMON 8137846834 2500 WESTCHESTER AVE PURCHASE NY 10577 false false false false false false false false false false false false false false false false false JANICE LIEBER 2500 WESTCHESTER AVENUE PURCHASE NY 10577 secretary 0 0 0 0 MARY RUBIN 2500 WESTCHESTER AVENUE PURCHASE NY 10577 TREASURER 0 0 0 0 GEOFFREY SIMON 2500 WESTCHESTER AVENUE PURCHASE NY 10577 President 0 0 0 0 SAXON WOODS ADVISORS LLC 2500 WESTCHESTER AVE SUITE 215 PURCHASE NY 10577 INVESTMENT ADVISORY 553706 N/A N/A 121210700 3142813 2458120 126811633 0 126811633 1902174 124909459 6245473 6245473 86910 86910 6158563 6158563 6158563 13255265 0 0 0 0 13255265 6158563 0 2020 2019 2018 0 3170000 13057912 8532830 24760742 13255265 0 6158563 7096702 31857444 0 0 0 0 31857444 3170000 13057912 8532830 7096702 CONSTANCE LIEBER DECEASED NA X THE LIEBER INSTITUTE FOR BRAIN DEVELOPMENT 855 N Wolfe St Suite 300 BALTIMORE MD 21205 NONE PC UNRESTRICTED GRANT 1468156 THE LIEBER INSTITUTE FOR BRAIN DEVELOPMENT 855 N Wolfe St SUITE 300 BALTIMORE MD 21205 NONE PC UNRESTRICTED GRANT 8531844 THE CARTER CENTER INC 453 JOHN LEWIS FREEDOM PKWY NE ATLANTA GA 30307 NONE PC UNRESTRICTED GRANT 155000 UNIVERSITY OF SOUTH FLORIDA 4202 E FOWLER AVE TAMPA FL 33620 NONE PC UNRESTRICTED GRANT 25000 BRAIN & BEHAVIOR RESEARCH FOUNDATION 747 3RD AVE 33RD FLOOR NEW YORK NY 10017 NONE PC UNRESTRICTED GRANT 8191 BRAIN & BEHAVIOR RESEARCH FOUNDATION 747 3RD AVE 33RD FLOOR NEW YORK NY 10017 NONE PC UNRESTRICTED GRANT 2491809 COLUMBIA UNIVERSITY LOW MEMORIAL LIBRARY 535 W 116TH ST NEW YORK NY 10027 NONE PC UNRESTRICTED GRANT 550000 13230000 14 2770391 18 4439713 PARTNERSHIP OTHER INCOME 14 42997 7253101 7253101 false false false false false false false false false 1a(1) NA false X X 1 STEPHEN A LIEBER 20 YEAR CLAT 120 GREACEN POINT ROAD MAMARONECK NY 10543 1444113 X 2 STEPHEN A LIEBER 30 YEAR CLAT 1210 GREACEN POINT ROAD MAMARONECK NY 10543 1014007 X 3 TR FOR SPOUSE UA VI OF CONSTANCE E 3108 S OMAR AVENUE TAMPA FL 33629 651596 X 4 TR FOR SPOUSE UA VI OF CONSTANCE E 3108 S OMAR AVENUE TAMPA FL 33629 14589634 X X 5 TR FOR SPOUSE UA VI OF CONSTANCE E 3108 S OMAR AVENUE TAMPA FL 33629 5721298 X X 4 SECURITIES SAXON WOODS ACCT XXX-00101 14589634 2022-12-19 5 ALPINE WOODS GROWTH VALUES, LP TRANSFER OF INTEREST AT 12/31/2022 5721298 2022-12-31 ACCOUNTING FEES 10348 10348 RBC INVESTMENT 68096535 70116877 ALPINE WOODS GROWTH VALUE LP FMV 37291399 46119491 LEGAL FEES 13417 13417 DUE FROM STEPHEN LIEBER 20 YR 1444113 1444113 1444113 DUE FROM STEPHEN LIEBER 30 YR 1014007 1014007 1014007 UNREALIZED GAIN (LOSS) 3053856 STATE FILING FEE 1500 1500 PORTFOLIO DEDUCTION 277526 277526 BANK FEES 57 57 ADR FEES 400 400 Partnership other income 42997 42997 FMV TO TAX COST ADJ DONATED SECURITIES 2487938 TAXES PAYABLE 102478 102478 MANAGEMENT FEES 553706 553706 FOREIGN TAXES PAID 17193 17193