2026-05-07T10:09:13-05:00 2025-12-31 132560393 BAKER TILLY ADVISORY GROUP LP 66 HUDSON BLVD E SUITE 2200 NEW YORK NY 10001 990PF 2025-01-01 134074575 ELIAS AND SONJA RAND CHARITABLE FOUNDATION INC ELIA 2126976900 BAKER TILLY 66 HUDSON BLVD E 2200 NEW YORK NY 10001 JERRY GLASSMAN PRESIDENT 2126976900 2026-04-30 1 RANDI A SCHUSTER P00747022 2126976900 2025 2025-03-06 01:10:19Z X 2123425 X 1789804 34755 34755 16330 16330 1533 103391 1533 1842422 52618 0 0 0 1475 0 1475 1994 1994 0 3469 1994 1475 2500 2500 5969 1994 3975 1836453 50624 69 33449 33449 95471 258299 258299 32904 392292 844592 0 966638 987085 128444 1650678 2123425 0 0 X 0 0 0 0 128444 1650678 128444 1650678 128444 1650678 128444 1836453 0 1964897 314219 1650678 CHARLES SCHWAB - CAP GAIN DISTRIBUTIONS P 2025-12-31 4940 4940 4940 25,000 PEPSICO INC D 2025-06-10 23688 23483 205 205 50,000 GOLDMAN SACHS D 2025-08-11 50000 50302 -302 -302 25,000 VERIZON COMMUNITY D 2025-06-25 24763 28073 -3310 -3310 1533 704 0 704 0 704 0 0 0 0 0 0 704 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 0 0 0 0 1 N/A BAKER TILLY US LLP 2126976900 66 HUDSON BLVD E 2200 NEW YORK NY 10001 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 RUSSELL MARLOW 2 SOUTH END AVENUE NEW YORK NY 10280 DIRECTOR 0.00 0 0 0 NELSON H WILLICK 551 FIFTH AVENUE NEW YORK NY 10176 DIRECTOR 0.00 0 0 0 JERRY GLASSMAN C/O BT US 66 HUDSON BLVD E 2200 NEW YORK NY 10001 PRESIDENT/TREASURER 0.00 0 0 0 NONE 0 NONE 0 0 931002 193645 0 1124647 0 0 1124647 16870 1107777 55389 55389 704 704 54685 0 54685 0 54685 3975 0 3975 54685 2479 0 0 3975 2479 0 0 1496 0 0 0 0 0 0 0 0 53189 0 0 0 X US HOLOCAUST MUSEUM 100 RAOUL WALLENBERG PL SW WASHINGTON DC 20024 NONE PC CHARITABLE PURPOSE 1000 AMERICAN FRIENDS OF MAGEN DAVID ADOM 20 W 36TH ST SUITE 1100 NEW YORK NY 10018 NONE PC CHARITABLE PURPOSE 1000 JEWISH FOUNDATION FOR THE RIGHTEOUS 80 MAIN ST SUITE 380 WEST ORANGE NJ 07052 NONE PC CHARITABLE PURPOSE 500 2500 0 14 34755 14 16330 18 1533 0 52618 0 52618 0 0 0 0 0 0 0 0 0 0 X X 1 TRUST FOR ANTHONY KANE C/O BT 66 HUDSON BLVD E SUITE 2200 NEW YORK NY 10001 33826 X 2 TRUST FOR ANTHONY KANE C/O BT 66 HUDSON BLVD E SUITE 2200 NEW YORK NY 10001 1755978 X 2 VARIOUS SECURITIES 1755978 2025-05-07 BAKER TILLY 1475 0 1475 BROADCOM INC 7/12/27 50295 50882 T-MOBILE USA 2/1/28 49854 49938 DUKE ENERGY CORP 3/15/28 39567 40216 JPMORGAN CHASE 5/1/28 25817 24876 BP CAPITAL MARK 11/6/28 24636 25161 BANK OF AMERICA 11/10/28 51154 51956 NETFLIX INC 11/15/28 20342 21016 ANHEUSER-BUSCH 1/23/29 20607 20385 ELEVANCE HEALTH 6/15/29 50334 51393 JPMORGAN CHASE 7/24/29 25073 25711 ABBVIE INC 11/21/29 23339 24212 AMAZON COM INC 12/1/29 25057 25669 CITIGROUP INC 2/13/30 19722 20486 LOWE'S COMPANIES 4/15/30 24051 25302 ENERGY TRANSFER LTD 12/1/30 52573 54042 RTX CORP 1/15/31 52102 53862 WELLS FARGO & CO 4/4/31 49104 50214 CAPITAL ONE FINL 10/30/31 55175 56464 GENERAL MOTORS CO 10/15/32 24279 26067 META PLATFORMS 5/15/33 15032 15424 MORGAN STANLEY 10/18/33 25308 27362 CITIGROUP INC 11/17/33 31959 32654 CHUBB INA HOLDINGS 3/15/34 40081 40807 THE CAMPBELL'S CO 3/21/34 50251 50952 DUKE ENERGY CORP 6/15/34 31071 31187 META PLATFORMS 8/15/34 49833 50321 SIMON PROPERTY 10/1/35 40022 40526 GOLDMAN SACHS GROWTH OPPORTUNITY FUNC C 7045 5309 NEUBERGER BERMAN INTL LARGE CAP FD CL C 3284 4972 BLACKROCK EQUITY DIVIDEND FD C 12592 12747 PIMCO TOTAL RETURN FD CL C 8812 7420 AB DISCOVERY VALUE 4229 4120 PRIMECAP ODYSSEY AGGRESSIVE GROWTH 23232 40079 ISHARES CORE MSCI TOTL 43536 49768 ISHARES RUSSELL 1000 134169 402830 ISHARES RUSSELL 1000 38498 179744 ISHARES RUSSELL 2000 116895 137603 BOOK/TAX ADJUSTMENT ON DONATED SECURITIES 314219 INVESTMENT FEE 1994 1994 0