2025-11-17T09:34:21-06:00 2024-12-31 WITHUMSMITHBROWN PC 1411 BROADWAY 9TH FLOOR NEW YORK NY 10018 990PF 2024-01-01 136191234 THE ESSEL FOUNDATION % GEOFFREY SIMON ESSE 8137846834 2500 WESTCHESTER AVENUE PURCHASE NY 10577 GEOFFREY SIMON PRESIDENT 8137846834 2025-05-15 true true BRIAN KOON CPA P01934064 2127519100 2025-11-15 2024 2025-03-06 01:10:19Z X 307125675 X 172537996 8570790 8570790 0 -5376965 162720040 0 175731821 8570790 0 0 34690 0 0 34690 31980 0 0 31980 1280603 1280603 0 0 228635 27135 0 1500 1880264 1845804 0 50 3456172 3153542 0 68220 14787000 14787000 18243172 3153542 0 14855220 157488649 5417248 0 3579202 10921552 10921552 66030232 218973924 228591043 37619619 38072757 65154960 2458120 2458120 2458120 109687173 270426353 307125675 0 0 X 109687173 270426353 109687173 270426353 109687173 270426353 109687173 157488649 3250531 270426353 270426353 JEFFERIES ACCOUNT - SEE ATTACHED 2024-12-31 70416248 70349298 66950 66950 FLOWTHROUGH FROM PARTNERSHIP 2024-12-31 580567 -580567 -580567 RBC #0102 ST - SEE ATTACHED 18976277 18724280 -37310 251997 RBC #0102 LT - SEE ATTACHED 2024-12-31 22506759 25831979 -3485679 -3325220 RBC #0102 CAPITAL GAIN DISTRIBUTION 2024-12-31 3632 3632 3632 RBC #0212 ST - SEE ATTACHED 2024-12-31 389641 432577 -42936 -42936 RBC #0102 LT - SEE ATTACHED 2024-12-31 1820352 1568719 251633 251633 JEFFERIES #2252 & #2270 2024-12-31 48607131 50159819 -1552688 -1552688 -5376965 75300 75300 75300 193305 0 193305 118005 118005 false false false false false true true 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 false false false false JANICE LIEBER 2500 WESTCHESTER AVENUE PURCHASE NY 10577 secretary 0 0 0 0 MARY E 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 N/A N/A 176365713 17969945 57282269 251617927 0 251617927 3774269 247843658 12392183 12392183 75300 75300 12316883 12316883 12316883 14855220 0 0 0 0 14855220 12316883 0 2022 2021 2020 0 2904261 13057912 8532830 7096702 31591705 14855220 0 12316883 2538337 34130042 0 0 0 0 2904261 31225781 13057912 8532830 7096702 2538337 CONSTANCE LIEBER DECEASED NA X THE LIEBER INSTITUTE FOR BRAIN DEVELOPMENT 855 N Wolfe St Suite 300 BALTIMORE MD 21205 NONE PC UNRESTRICTED GRANT 186074 COLUMBIA UNIVERSITY 2960 Broadway NEW YORK NY 10027 NONE PC UNRESTRICTED GRANT 400000 THE CARTER CENTER INC 453 JOHN LEWIS FREEDOM PKWY NE ATLANTA GA 30307 NONE PC UNRESTRICTED GRANT 157000 POYNTER INSTITUTE 801 Third St S ST PETERSBURG FL 33701 NONE PC UNRESTRICTED GRANT 180000 BRAIN & BEHAVIOR RESEARCH FOUNDATION 747 3RD AVE 33RD FLOOR NEW YORK NY 10017 NONE PC UNRESTRICTED GRANT 65388 SAN FRANCISCO STUDY CENTER 1663 Mission Street Suite 310 SAN FRANCISCO CA 94103 NONE PC UNRESTRICTED GRANT 50000 BRAIN & BEHAVIOR RESEARCH FOUNDATION-SEE ATTACHED 747 3RD AVE 33RD FLOOR NEW YORK NY 10017 none PC UNRESTRICTED GRANT 2934612 THE LIEBER INSTITUTE FOR BRAIN DEV-SEE ATTACHED 855 N Wolfe St Suite 300 BALTIMORE MD 21205 none PC UNRESTRICTED GRANT 10813926 14787000 14 8570790 8570790 8570790 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 ESTATE OF STEPHEN LIEBER 2403 S CAROLINA AVE TAMPA FL 33629 170079876 X ACCOUNTING FEES 31980 0 0 31980 INVESTMENTS 218973924 228591043 ALPINE WOODS GROWTH VALUE LP FMV 36974097 63685710 ENERGY TRANSFER LP FMV 1098660 1469250 LEGAL FEES 34690 0 0 34690 DUE FROM STEPHEN LIEBER 20 YR 1444113 1444113 1444113 DUE FROM STEPHEN LIEBER 30 YR 1014007 1014007 1014007 PORTFOLIO DEDUCTION 1844655 1844655 0 0 ADR FEES 269 269 0 0 CHARITABLE CONTRIBUTION-K-1 50 0 0 50 RENT EXPENSE 880 880 0 0 ORDINARY LOSS-UBTI 34410 0 0 0 FMV TO TAX COST ADJ DONATED SECURITIES 3250531 FOREIGN TAXES PAID 27135 27135 0 0 FEDERAL TAXES PAID 200000 0 0 0 NY CHAR 500 1500 0 0 1500