2026-05-11T13:55:14-05:00 2025-12-31 161182991 DAVIE KAPLAN CPA PC 100 MERIDIAN CENTRE BLVD SUITE 200 ROCHESTER NY 14618 990PF 2025-01-01 166383848 MARTHA LOVENHEIM SIEGEL CHARITABLE TRUST MART 2129870566 245 EAST 72ND STREET 6A NEW YORK NY 10021 MARTHA LOVENHEIM SIEGEL TRUSTEE 2129870566 2026-05-01 1 JEANETTE T TOWNSEND CPA P01250411 5854544161 2025 2025-03-06 01:10:19Z X 2231980 X X 44073 44073 56705 530485 56705 100778 100778 2439 0 0 4150 0 0 1754 41 0 23829 23579 0 32172 23620 0 88729 88729 120901 23620 88729 -20123 77158 51582 60969 60969 49967 0 0 446553 975963 2122309 487020 0 0 41710 19910 48702 -171 -304 0 1076661 1056538 2231980 0 0 X 1076661 1056538 0 0 0 0 1076661 1056538 1076661 1056538 1076661 -20123 0 1056538 0 1056538 CAPITAL GAIN DISTRIBUTIONS P 611 611 611 SHORT TERM COVERED P 100000 99780 220 220 LONG TERM COVERED P 429874 374000 55874 55874 56705 1072 0 1072 0 1072 1560 0 0 0 1560 0 488 488 0 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 0 0 0 0 1 N/A MARTHA LOVENHEIM SIEGEL 2129870566 245 E 72ND STREET 6A NEW YORK NY 10021 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MARTHA LOVENHEIM SIEGEL 245 EAST 72ND STREET APT 6A NEW YORK NY 10021 TRUSTEE 10.00 2439 0 0 NONE 0 NONE 0 0 2070297 38978 0 2109275 0 0 2109275 31639 2077636 103882 103882 1072 1072 102810 0 102810 0 102810 88729 0 88729 102810 83558 0 0 88729 83558 0 0 5171 0 0 0 0 0 0 0 0 97639 0 0 0 X ACLU 125 BROAD ST NEW YORK NY 10004 NONE PC TO DEFEND AND PRESERVE INDIVIDUAL RIGHTS AND LIBERTIES GUARANTEED BY THE CONSTITUTION 10000 ALS ASSOCIATION 1275 K STREET NW SUITE 250 WASHINGTON DC 20005 NONE PC MEDICAL RESEARCH 500 ALZHEIMER'S ASSOCIATION 225 N MICHIGAN AVE FLOOR 17 CHICAGO IL 60601 NONE PC MEDICAL RESEARCH 2000 AMERICAN BALLET THEATRE 890 BROADWAY NEW YORK NY 10003 NONE PC EDUCATION AND TRAINING PROGRAMS 8000 AMERICAN INDIAN COLLEGE FUND 8333 GREENWOOD BLVD DENVER CO 80221 NONE PC SCHOLARSHIP FUND 3000 ANTI-DEFAMATION LEAGUE 605 THIRD AVENUE NEW YORK NY 10158 NONE PC TO STOP THE DEFAMATION OF THE JEWISH AND TO SECURE JUSTICE AND FAIR TREATMENT TO 3000 ASPCA 424 E 92ND STREET NEW YORK NY 10128 NONE PC TO PREVENT CRUELTY TO ANIMALS 1000 CARNEGIE HALL FRIENDS 881 7TH AVE NEW YORK NY 10019 NONE PC SUPPORT ARTS 300 CENTER FOR JEWISH HISTORY 15 WEST 16TH STREET NEW YORK NY 10011 NONE PC ILLUMINATES HISTORY, CULTURE, AND HERITAGE 1000 CENTER FOR TRADITIONAL MUSIC & DANCE 32 BROADWAY SUITE 1314 NEW YORK NY 10004 NONE PC TO PRESERVE AND PRESENT THE PERFORMING ARTS TRADITION 3500 CENTRAL PARK CONSERVANCY 14 E 60TH ST NEW YORK NY 10022 NONE PC TO RESTORE, MANAGE AND ENHANCE CENTRAL PARK 1000 CHILDREN'S CANCER THERAPY DEVOLPMENT INSTITUTE 9025 NE VON NEUMANN DR SUITE 110 HILLSBORO OR 97006 NONE PC RESEARCH TREATMENT OPTIONS FOR CHILDREN WITH CANCER 3000 FEEDING AMERICA 161 NORTH CLARK STREET SUITE 700 CHICAGO IL 60601 NONE PC SUPPORT FOOD BANKS AND PEOPLE IN NEED 3000 FLAMENCO VIVO CARLOTA SANTANA 4 W 43RD ST NEW YORK NY 10036 NONE PC SUPPORT OF THE ARTS 6000 FRESHAIRORG 633 3RD AVENUE 14TH FLOOR NEW YORK NY 10017 NONE PC TO SUPPORT FRESH AIR 8000 FRICK MUSEUM 1 E 70TH ST NEW YORK NY 10021 NONE PC SUPPORT EUROPEAN PAINTINGS, SULTURE AND DECORATIVE ARTS. 300 GUATEMALA HEALING HANDS FOUNDATION PO BOX 190360 BROOKLYN NY 11219 NONE PC SUPPORT OF HEALTH CARE PROGRAMS IN GUATEMALA 1000 HISPANOLA HEALTH PARTNERS 374 TACONIC RD SALISBURY CT 06068 NONE PC PROVIDE MEDICAL CARE 2000 JEWISH SENIOR LIFE FOUNDATION 2021 S WINTON RD ROCHESTER NY 14618 NONE PC SUPPORT COMMUNITY PROGRAMS 1500 MSK GIVING (MEMORIAL SLOAN KETTERING CANCER CENTER) 633 3RD AVE 5TH FLOOR NEW YORK NY 10017 NONE PC TO SUPPORT CENTER RESEARCH 1000 NY PHILHARMONIC ORCHESTRA 10 LINCOLN CENTER PLAZA NEW YORK NY 10023 NONE PC SUPPORT OF THE ARTS 500 PARK AVENUE ARMORY NY NY 643 PARK AVENUE NEW YORK NY 10065 NONE PC TO SUPPORT THE ARMORY 72 PETCO LOVE 654 RICHLAND HILLS DR SAN ANTONIO TX 78245 NONE PC TO SUPPORT PETS IN NEED 500 PLANNED PARENTHOOD FEDERATION OF AMERICA 434 WEST 33RD STREET NEW YORK NY 10001 NONE PC EDUCATIONAL AND HEALTH CARE PROGRAMS 5000 SHARING EXCESS 6700 ESSINGTON AVE SUITE E207 PHILADELPHIA PA 19153 NONE PC TO SUPPORT SHARING EXCESS 535 SKINCANCERORG 205 LEXINGTON AVENUE 11TH FLOOR NEW YORK NY 10016 NONE PC TO SUPPORT THE FIGHT ON SKIN CANCER 500 SOLOMON R GUGGENHEIM MUSEUM 1071 5TH AVE NEW YORK NY 10128 NONE PC SUPPORT THE ARTS 150 SP GEORGIA HISTORICA 104 W GASTON ST SAVANNAH GA 31401 NONE PC TO SUPPORT THE GA HISTORICAL SOCIETY 500 SUPPLIES FOR SUCCESS PO BOX 229 SAGAPONACK NY 11962 NONE PC TO PROVIDE CHILDREN WITH SUPPLIES 500 TEXAS CIVIL RIGHTS PROJECT 1405 MONTOPOLIS DRIVE AUSTIN TX 78741 NONE PC SUPPORT CIVIL RIGHTS 2000 THE LEAGUE OF WOMEN VOTERS OF THE UNITED STATES 233 20TH STREET NW SUITE 500 WASHINGTON DC 20036 NONE PC TO SUPPORT THE LWVUS 2000 THE LUSTGARTEN FOUNDATION 504 RXR PLAZA UNIONDALE NY 11556 NONE PC TO SUPPORT THE FIGHT ON PANCREATIC CANCER 1000 THE METROPOLITAN MUSEUM OF ART 1000 FIFTH AVENUE NEW YORK NY 10028 NONE PC SUPPORT OF THE ARTS 380 THE METROPOLITAN OPERA LINCOLN CENTER NEW YORK NY 10023 NONE PC SUPPORT OF THE ARTS 5500 THE MORGAN LIBRARY 225 MADISON AVENUE NEW YORK NY 10016 NONE PC TO SUPPORT THE LIBRARY 150 THEATRE DEVELOPMENT FUND 520 EIGHTH AVENUE SUITE 801 NEW YORK NY 10018 NONE PC TO SUPPORT THE THEATRE 42 UJA FEDERATION OF NEW YORK 130 E 59TH ST NEW YORK NY 10022 NONE PC SUPPORT COMMUNITY CAUSES 6000 WIKIMEDIA FOUNDATION 1 SANSOME STREET SUITE 1895 SAN FRANCISCO CA 94104 NONE PC TO SUPPORT THE FOUNDATION 100 WQRX NEW YORK PUBLIC RADIO 160 VARICK STREET 8TH FLOOR NEW YORK NY 10013 NONE PC SUPPORT PUBLIC RADIO 4200 88729 0 14 44073 18 56705 0 100778 0 100778 0 0 0 0 0 0 0 0 0 0 DAVIE KAPLAN, CPA, P.C. 4150 0 0 EQUITIES 405431 1521865 FIXED INCOME 548781 552858 MUTUAL FUNDS 21751 47586 OTHER INVESTMENTS AT COST 19910 48702 ACCRUALS -171 -304 INVESTMENT ADVISORY FEES 23483 23483 0 NYS FILING FEE 250 0 0 INVESTMENT EXPENSE 96 96 0 FOREIGN TAXES AND FEES PAID 41 41 0 FEDERAL ESTIMATE PAID 1560 0 0 FEDERAL TAXES 153 0 0