2024-01-17T09:47:55-08:00 2023-06-30 042773455 MARK D ALPERT CPA 56 PARADISE DR NORWELL MA 02061 990PF 2022-07-01 046116126 DR ISRAEL & EDITH EDELSTEIN FOUNDATION DRIS 6174715700 875 SOUTHERN ARTERY QUINCY MA 02169 HARRIET EDELSTEIN TRUSTEE 6174715700 2023-10-20 true HARRIET EDELSTEIN XXX-XX-XXXX true MARK D ALPERT P00155739 7818298868 2024-01-08 X 3 AAL1 IAL1 FAL1 2022 2023-04-26 12:10:37Z X 303366 X X 2 2 8580 8580 -142 107220 0 0 0 0 8440 8582 0 0 1900 1100 800 2921 2921 314 314 0 0 5135 4335 800 68984 0 74119 4335 800 -65679 4247 0 4218 3022 3022 0 0 0 350349 285866 300344 0 0 0 0 354567 288888 303366 0 0 0 0 0 X 364585 364585 -10018 -75697 354567 288888 354567 288888 354567 -65679 288888 288888 ISHARES IBOXX HIGH YIELD ETF 37 SHARES P 2021-07-22 2022-07-21 2831 0 3247 -416 0 0 0 -416 ISHARES IBOXX HIGH YIELD ETF 207 SHARES P 2019-08-15 2022-07-21 15841 0 17776 -1935 0 0 0 -1935 ISHARES IBOXX HIGH YIELD ETF 33 SHARES P 2020-07-27 2022-07-21 2525 0 2794 -269 0 0 0 -269 ISHARES CORE US AGGREGATE BOND 42 SHS P 2019-08-15 2022-07-21 4300 0 4771 -471 0 0 0 -471 VANGUARD INTL EQUITY ETF 159 SHARES P 2019-08-15 2022-07-21 6519 0 6249 270 0 0 0 270 ISHARES ES TR ETF BROAD USD 116 SHARES P 2022-07-21 2022-08-26 4155 0 4175 -20 0 0 0 -20 ISHARES CORE S&P TOT ETF 48 SHARES P 2021-07-22 2022-08-26 4462 0 4894 -432 0 0 0 -432 ISHARES CORE S&P 500 ETF 7 SHARES P 2019-08-15 2022-08-26 1761 0 1287 474 0 0 0 474 ISHARES CORE S&P 500 ETF 22 SHARES P 2019-08-15 2022-08-26 9033 0 6312 2721 0 0 0 2721 ISHARES ETF RUSSELL 2000 ETF 15 SHS P 2019-08-15 2022-08-26 2852 0 2190 662 0 0 0 662 ISHARES S&P500 VALUE ETF P 2019-08-15 2022-08-26 2039 0 1573 466 0 0 0 466 ISHARES S&P ETF GROWTH 29 SHS P 2019-08-15 2022-08-26 1938 0 1274 664 0 0 0 664 INVESCO OPTIMUM YLD ETF 167 SHS P 2021-07-22 2022-08-26 3007 0 3331 -324 0 0 0 -324 ISHARES CORE TOTAL ETF USD BOND MKT 96 SHS P 2021-05-04 2022-08-26 4506 0 5099 -593 0 0 0 -593 ISHARES JP MORGAN USD EMERGING 35 SHS P 2019-08-15 2022-08-26 3033 0 3958 -925 0 0 0 -925 ISHARES CORE US AGGREGATE 172 SHS P 2019-08-15 2022-08-26 17486 0 19537 -2051 0 0 0 -2051 VANGUARD INTL 74 SHS P 2019-08-15 2022-08-26 3098 0 2909 189 0 0 0 189 VANGUARD MID CAP 20 SHS P 2020-04-06 2022-08-26 4323 0 2663 1660 0 0 0 1660 VANGUARD FTSE DEVELOPED MKTS 131 SHS P 2019-08-15 2022-08-26 5412 0 5115 297 0 0 0 297 I SHARES CORE S&P 7 SHS P 2019-08-15 2023-04-26 2853 0 2008 845 0 0 0 845 INVESCO OPTIMUM 42 SHS P 2021-07-22 2023-04-26 589 0 838 -249 0 0 0 -249 INVESCO OPTIMUM 198 SHS P 2022-04-14 2023-04-26 2776 0 3761 -985 0 0 0 -985 VANGUARD FTSE 41 SHS P 2019-08-15 2023-04-26 1881 0 1601 280 0 0 0 280 -142 -436 59 0 59 0 59 0 0 0 0 59 0 false false false false false false false true true true false false false false true N/A ALLAN E LEVIN ESQUIRE 6174715700 875 SOUTHERN ARTERY QUINCY MA 02169 false false false false false false false false false false false false false false false false false false false false HARRIET EDELSTEIN 3 EAGLES GLEN AVON CT 06001 TRUSTEE 0.00 0 0 0 DONALD EDELSTEIN 875 SOUTHERN ARTERY QUINCY MA 02169 TRUSTEE 0.00 0 0 0 SARA ADER 32 HIGHVIEW DRIVE HINGHAM MA 02043 TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 THE FOUNDATION MAKES VARIOUS CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS DURING THE YEAR- SEE PART XV FOR DETAIL 68984 N/A 0 0 356919 3620 0 360539 0 360539 5408 355131 17757 17757 59 59 17698 17698 17698 800 0 800 17698 49575 46350 49100 1000 800 146825 800 0 800 147625 0 0 0 17698 49575 98050 46350 49100 1000 800 800 NONE NONE X PEF ISRAEL ENDOWMENT FUNDS INC 630 3RD AVE NEW YORK NY 10017 PUBLIC CHARITY GENERAL SUPPORT 25869 SOUTH COASTAL CHAPTER OF HADASSAH 32 HIGHVIEW DRIVE HINGHAM MA 02043 PUBLIC CHARITY GENERAL SUPPORT 17246 THE SOUTHERN POVERTY LAW CENTER 400 WASHINGTON AVE MONTGOMERY AL 36104 PUBLIC CHARITY GENERAL SUPPORT 3000 THE SUSAN KORMAN BREAST CENTER 5005 LBJ FREEWAY STE 250 DALLAS TX 75244 PUBLIC CHARITY GENERAL SUPPORT 8800 PLANNED PARENTHOOD 1055 COMMONWEALTH AVE BOSTON MA 02215 PUBLIC CHARITY GENERAL SUPPORT 8000 DOCTORS WITHOUT BORDERS 40 RECTOR ST 16TH FL NEW YORK NY 10006 PUBLIC CHARITY GENERAL SUPPORT 6069 68984 14 2 14 8580 -142 8582 -142 8440 8 INCOME NEEDED TO COVER FOR ORGANIZATIONS EXPENSES AND DISBURSEMENTS false false false false false false false false false false MARK D ALPERT TAX RETURN PREP 1900 1100 800 SEE DETAIL SCHEDULE OF STOCK SOLD ON PAGE 3 PART IV Purchased 107220 107362 -142 MONEY MARKET -SWEEP ACCOUNT 10442 10442 ISHARES RUSSELL 2000 ETF 10804 13858 ISHARES CORE S&P MID ETF 5884 8367 ISHARESCORE S&P 500 MID ETF 28024 39668 ISHARES CORE U.S AGGREG BOND ETF 77748 66018 ISHARES IBOXX HIGH YIELD CORP BOND ETF 17278 16944 ISHARES JP MORGAN USD EMERG MKTS ETF 16302 12548 ISHARES S&P 500 GROWTH 5933 9515 ISHARES S&P 500 ETF VALUE ETF 7642 10961 VANGUARD FTSE DEV MKTS ETF 22298 24568 VANGUARD INTL EQUITY EMER MKTS ETF 12445 12448 VANGUARD MID CAP ETF 12651 20915 ISHARES CORE TOTAL USD BOND MARKET 23255 20871 ISHARES CORE S&P 500 ETF 22474 22014 INVESCO OPTIMUM YLD ETF 6946 5537 FIRST TR GLOBAL ETF TACTICAL COMMODITY STRATEGY 5740 5670 FEDERAL TAX ON INV INC 279 279 MASS FORM PC 35 35