2024-11-14T08:36:34-06:00 2023-12-31 580644812 BIRNBREY MINSK MINSK & PERLING LLC 1801 PEACHTREE ST NE SUITE 300 ATLANTA GA 303091815 990PF 2023-01-01 461610449 THE SHERRI AND ROBERT WILDSTEIN FAMILY FOUNDATION INC SHER 4049431300 101 BURDETTE RD NW ATLANTA GA 30327 ROBERT D WILDSTEIN OFFICER 4049431300 2024-11-12 1 0 MICHAEL ARONIN P00083707 4043553870 2024-11-12 2023 2024-10-15 13:58:12Z X 7488 X X 260 260 279 12942 279 539 539 0 0 0 950 0 0 950 0 0 3600 3600 4550 0 3600 -4011 539 899 961 961 7259 3286 3687 2676 2408 2840 10834 6655 7488 0 0 X 0 0 0 0 10834 6655 10834 6655 10834 6655 10834 -4011 0 6823 168 6655 AMERICAN NEW PERSPECTIVE F2 P 2023-02-01 2023-08-18 57 54 3 3 BARRON GROWTH INSTITUTIONAL P 2023-01-30 2023-08-18 153 152 1 1 BLACKROCK SHORT MATURITY BOND P 2022-12-16 2023-01-25 1385 1378 7 7 BLACKROCK STRATEGIC INC OPP P 2023-01-24 2023-12-13 731 732 -1 -1 BNY MELLON NATURAL P 2023-01-23 2023-11-22 81 86 -5 -5 DELAWARE VALUE INSTL P 2023-01-30 2023-12-06 302 316 -14 -14 FIRST EAGLE GLOBAL INC P 2023-01-31 2023-08-18 105 105 0 0 INVESCO CONSERVATIVE INC P 2022-02-07 2023-01-10 137 138 -1 -1 INVESCO S&P 500 EQUAL WEIGHT P 2022-12-15 2023-01-23 298 287 11 11 ISHARES BARCLAYS 1-3 YR P 2022-12-16 2023-01-24 735 733 2 2 ISHARES CORE MSCI EAFE ETF P 2022-11-17 2023-08-18 131 121 10 10 ISHARES CORE 1-5 YEAR BOND P 2022-12-07 2023-01-23 754 747 7 7 ISHARES MSCI WORLD ETF P 2022-11-22 2023-01-31 116 112 4 4 ISHARES N AMER NAT RES ETF P 2022-11-22 2023-01-23 85 86 -1 -1 ISHARES RUSSELL 1000 VALUE ETF P 2022-12-08 2023-01-30 316 310 6 6 ISHARES RUSSELL 2000 ETF P 2022-12-06 2023-02-01 382 363 19 19 ISHARES SHORT TREASURY BOND ETF P 2022-12-16 2023-01-23 1101 1099 2 2 ISHARES 0-3 MONTH TREASURY BD P 2022-12-07 2023-01-23 803 802 1 1 JPMORGAN CORE BOND P 2023-05-31 2023-12-12 433 441 -8 -8 LORD ABBETT SHT DURATION INC P 2023-01-25 2023-11-27 879 892 -13 -13 PGIM TOTAL RETURN BOND Z P 2023-01-23 2023-12-13 734 752 -18 -18 PIMCO INCOME I2 P 2023-01-23 2023-11-27 855 881 -26 -26 PUTNAM ULTRA SHT DUR INC P 2023-01-23 2023-08-18 417 416 1 1 SCHWAB US SMALL CAP ETF P 2022-12-07 2023-01-30 308 291 17 17 AMERICAN NEW PERSPECTIVE F2 P 2020-03-30 2023-08-18 37 26 11 11 AMERICAN SMALL CAP WORLD F2 P 2020-03-16 2023-02-01 149 99 50 50 DELAWARE VALUE INSTL P 2020-04-13 2023-12-06 292 287 5 5 FIRST EAGLE GLOBAL INC P 2022-02-07 2023-08-18 2 2 0 0 FIRST TRUST RISING DIV ACHIEV P 2021-03-15 2023-08-18 47 45 2 2 INVESCO CONSERVATIVE INC INST P 2022-02-07 2023-08-18 63 63 0 0 ISHARES CORE S&P 500 ETF P 2019-12-26 2023-08-18 438 323 115 115 JPMORGAN GROWTH ADVANTAGE P 2022-02-07 2023-08-18 137 110 27 27 JPMORGAN HEDGED EQUITY P 2021-12-27 2023-08-18 441 393 48 48 OAKMARK INTERNATIONS INST P 2022-06-21 2023-08-18 23 21 2 2 CAPITAL GAINS DIVIDENDS P 15 15 15 279 7 0 7 0 7 0 0 0 0 0 0 7 0 0 0 0 0 0 0 0 0 0 1 1 GA 1 0 1 0 0 0 N/A ROBERT D WILDSTEIN 4049431300 101 BURDETTE ROAD ATLANTA GA 30327 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ROBERT D WILDSTEIN 101 BURDETTE ROAD ATLANTA GA 30327 PRESIDENT 0.50 0 0 0 ROBERT D WILDSTEIN 101 BURDETTE ROAD ATLANTA GA 30327 SECRETARY 0.50 0 0 0 SHERRI L WILDSTEIN 101 BURDETTE ROAD ATLANTA GA 30327 CFO 0.50 0 0 0 NONE 0 NONE 0 0 0 930 0 930 0 0 930 14 916 46 46 7 7 39 0 39 0 39 3600 0 3600 39 0 0 8696 9106 2589 5167 2937 28495 3600 0 0 0 39 3561 0 0 32056 0 0 0 0 0 0 8696 23360 9106 2589 5167 2937 3561 ROBERT D WILDSTEIN ROBERT D WILDSTEIN SHERRI L WILDSTEIN X AA SYNAGOGUE 600 PEACHTREE BATTLE AVE NW ATLANTA GA 30327 NONE PUBLIC CHARITY ASSISTANCE 3600 3600 0 14 260 18 279 0 539 0 539 4 N/A 8 N/A 0 0 0 0 0 0 0 0 0 0 INCOME TAX PREPARATION 950 0 0 MUTUAL FUNDS 2408 2840 0 0 3286 3687 NET CAPITAL GAIN 168 ROBERT WILDSTEIN 101 BURDETTE ROAD ATLANTA GA 30327