2024-10-22T09:22:54-07:00 2024-06-30 042773455 MARK D ALPERT CPA 56 PARADISE DR NORWELL MA 02061 990PF 2023-07-01 046116126 DR ISRAEL & EDITH EDELSTEIN FOUNDATION DRIS 6174715700 875 SOUTHERN ARTERY QUINCY MA 02169 HARRIET EDELSTEIN TRUSTEE 6174715700 2024-10-21 true true MARK D ALPERT P00155739 7818298868 2024-10-22 X 2023 2024-10-15 13:58:12Z X 287155 X X 0 8179 8179 7465 50376 7465 0 0 15644 15644 1200 1200 1925 1125 800 2866 2866 94 94 0 0 6085 5285 800 40441 0 46526 5285 800 -30882 10359 3022 4362 4362 0 0 0 285866 253644 282793 0 0 0 0 288888 258006 287155 0 0 0 0 0 X 364585 364585 -75697 -106579 288888 258006 288888 258006 288888 -30882 258006 258006 ISHARES CORE S&P 500 ETF 9 SHARES P 2019-08-15 2023-07-21 4100 0 2582 1518 0 0 0 1518 FIRST TR GLOBAL 35 SHARES P 2033-04-26 2023-12-18 799 0 807 -8 0 0 0 -8 ISHARES CORE S&P TOT ETF 31 SHARES P 2021-07-22 2023-12-18 3246 0 3096 150 0 0 0 150 ISHARES CORE S&P MID ETF 4 SHARES P 2019-08-15 2023-12-18 1103 0 736 367 0 0 0 367 ISHARES CORE S&P 500 ETF 12 SHARES P 2019-08-15 2023-12-18 5705 0 3443 2262 0 0 0 2262 ISHARES RUSSELL 2000 ETF 10 SHARES P 2019-08-15 2023-12-18 1983 0 1460 523 0 0 0 523 ISHARES S&P 500 VALUE ETF CORE 9 SHARES P 2019-08-15 2023-12-18 1557 0 1012 545 0 0 0 545 ISHARES S&P 500 -ETF 19 SHARES P 2019-08-15 2023-12-18 1420 0 835 585 0 0 0 585 INVESCO OPTUM YLD ETF 6 SHARES P 2022-04-14 2023-12-18 82 0 114 -32 0 0 0 -32 INVESCO OPTUM ETF P 2022-07-21 2023-12-18 545 0 681 -136 0 0 0 -136 ISHARES TR ETF 59 SHARES P 2022-07-21 2023-12-18 2131 0 2124 7 0 0 0 7 ISHARES CORE TOTAL ETF 63 SHARES P 2021-05-04 2023-12-18 2880 0 3346 -466 0 0 0 -466 ISHARES JP MORGAN ETF 18 SHS P 2019-08-15 2023-12-18 1597 0 2035 -438 0 0 0 -438 ISHARES CORE US ETF 103 SHARES P 2019-08-15 2023-12-18 10144 0 11699 -1555 0 0 0 -1555 VANGUARD INTL EQ ETF 31 SHARES P 2019-08-15 2023-12-18 1242 0 1219 23 0 0 0 23 VANGUARD MID CAP ETF 13 SHARES P 2020-04-06 2023-12-18 3002 0 1731 1271 0 0 0 1271 VANGUARD FTSE ETF 69 SHARES P 2019-08-15 2023-12-18 3219 0 2694 525 0 0 0 525 ISHARES S&P 500 VALUE ETF 18 SHARES P 2019-08-15 2024-03-05 3244 0 2023 1221 0 0 0 1221 ISHARES S&P 500 ETF 29 SHARES P 2019-08-15 2024-03-05 2377 0 1274 1103 0 0 0 1103 7465 144 0 144 0 144 0 0 0 144 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 40441 N/A 0 0 291569 3692 0 295261 0 295261 4429 290832 14542 14542 144 144 14398 14398 14398 800 0 800 14398 46350 49100 1000 800 800 98050 800 0 800 98850 0 0 0 14398 46350 52500 49100 1000 800 800 800 NONE NONE X PEF ISRAEL ENDOWMENT FUNDS INC 630 3RD AVE NEW YORK NY 10017 PUBLIC CHARITY GENERAL SUPPORT 15166 SOUTH COASTAL CHAPTER OF HADASSAH 32 HIGHVIEW DRIVE HINGHAM MA 02043 PUBLIC CHARITY GENERAL SUPPORT 5055 DANA FARBER CANCER INSTITUTE PO BOX 849168 BOSTON MA 02284 PUBLIC CHARITY GENERAL SUPPORT 5000 THE SUSAN KORMAN BREAST CENTER 5005 LBJ FREEWAY STE 250 DALLAS TX 75244 PUBLIC CHARITY GENERAL SUPPORT 5165 PLANNED PARENTHOOD 1055 COMMONWEALTH AVE BOSTON MA 02215 PUBLIC CHARITY GENERAL SUPPORT 5000 CONGREGATION SHA'ARAY SHALOM 1112 MAIN STREET HINGHAM MA 02043 PUBLIC CHARITY GENERAL SUPPORT 5055 40441 14 0 14 8179 7465 8179 7465 15644 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 1925 1125 800 SEE DETAIL SCHEDULE OF STOCK SOLD ON PAGE 3 PART IV Purchased 50376 42911 7465 MONEY MARKET -SWEEP ACCOUNT 8843 8843 ISHARES RUSSELL 2000 ETF 9344 12985 ISHARES CORE S&P MID ETF 5149 8193 IHARES CORE S&P TOTAL ETF 19379 23043 ISHARES CORE U.S AGGREG BOND ETF 72813 62125 ISHARES IBOXX HIGH YIELD CORP BOND ETF 15154 15274 ISHARES JP MORGAN USD EMERG MKTS ETF 16834 13803 ISHARES S&P 500 GROWTH 3823 8051 ISHARES S&P 500 ETF VALUE ETF 4608 7462 VANGUARD FTSE DEV MKTS ETF 19603 22881 VANGUARD INTL EQUITY EMER MKTS ETF 11226 12034 VANGUARD MID CAP ETF 10920 19852 ISHARES CORE TOTAL USD BOND FUND ETF 22866 20846 ISHARES CORE S&P 500 INDEX FUND ETF 21999 37212 INVESCO OPTIMUM YLD ETF 6150 5072 FIRST TR GLOBAL ETF TACTICAL COMMODITY STRATEGY 4933 5117 LEVIN & LEVIN MANAGEMENT 1200 1200 FEDERAL TAX ON INV INC 59 59 MASS FORM PC 35 35