2024-02-16T08:22:30-06:00 2023-10-31 131302847 MAXWELL SHMERLER & CO 11 MARTINE AVE WHITE PLAINS NY 10606 990PF 2022-11-01 133797578 THE BUCK FAMILY FOUNDATION BUCK 9146810400 SHMERLER CO 81 MAIN STREET 207 WHITE PLAINS NY 10601 HEATHER L BUCK TREAS 9177474995 2024-02-16 1 HEATHER BUCK XXX-XX-XXXX 0 WILLIAM A SHMERLER P01323169 9146810400 2024-02-16 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X X 1200940 X 3003 X 67 67 21781 21781 14395 49304 14395 39246 36243 0 0 0 2100 0 2100 918 918 0 420 0 420 3438 918 2520 75000 75000 78438 918 77520 -39192 35325 4463 181 181 976485 941575 1200759 980948 941756 1200940 0 0 X 0 0 0 0 980948 941756 980948 941756 980948 941756 980948 -39192 0 941756 0 941756 INVESCO S&P 500 GARP ETF P 2021-10-12 2023-10-26 4377 4354 23 23 ISHARES MSCI USA ESG P 2007-11-08 2023-10-26 12943 4621 8322 8322 ISHARES US TRANSPORTATION ETF P 2020-09-15 2023-10-26 4270 4058 212 212 SELECT SECTOR INDUSTRIAL SPDR ETF P 2020-09-15 2023-10-26 4912 3951 961 961 SPDR S&P HOMEBUILDERS ETF P 2020-09-03 2023-10-26 3504 2614 890 890 SPROTT URANIUM MINERS ETF P 2022-03-09 2023-10-26 11240 10398 842 842 ISHARES MSCI EAFE ETF P 2020-09-03 2023-10-27 3301 3219 82 82 ISHARES MSCI USA ESG P 2007-11-08 2023-10-29 4757 1694 3063 3063 14395 491 0 491 0 491 0 0 0 0 0 0 491 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 0 0 0 0 1 N/A MAXWELL SHMERLER & CO 9146810400 81 MAIN STREET WHITE PLAINS NY 10601 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MICHAEL BUCK 2112 W SHAKESPEARE AVE CHICAGO IL 60647 PRESIDENT 0.00 0 0 0 HEATHER BUCK 399 BERGEN STREET BROOKLYN NY 11217 SEC/TREAS 0.00 0 0 0 NONE 0 NONE 0 0 1294379 15079 0 1309458 0 0 1309458 19642 1289816 64491 64491 491 491 64000 0 64000 0 64000 77520 0 77520 64000 0 0 1542 3992 31239 17666 18758 73197 77520 0 0 0 64000 13520 0 0 86717 0 0 0 0 0 0 1542 85175 3992 31239 17666 18758 13520 X BERKLEE COLLEGE OF MUSIC 1140 BOYSTON STREET BOSTON MA 02215 NONE PUBLIC CHARITY CHARITABLE AND EDUCATIONAL 20000 NEW YORK YOUTH SYMPHONY 110 W 40TH STREET NEW YORK NY 10018 NONE PUBLIC CHARITY CHARITABLE AND EDUCATIONAL 5000 SHAKESPEARE BEHIND BARS PO BOX 83 MACATAWA MI 49434 NONE PUBLIC CHARITY CHARITABLE AND EDUCATIONAL 5000 FREEWRITERSORG PO BOX 7345 MINNEAPOLIS MN 55407 NONE PUBLIC CHARITY CHARITABLE AND EDUCATIONAL 5000 THE TANK LTD 312 W 36TH STREET NEW YORK NY 10018 NONE PUBLIC CHARITY CHARITABLE AND EDUCATIONAL 40000 75000 0 14 67 14 21781 18 14395 0 36243 0 36243 3 INCOME IS USED TO MAKE CONTRIBUTIONS TO PUBLIC CHARITIES 4 INCOME IS USED TO MAKE CONTRIBUTIONS TO PUBLIC CHARITIES 8 INVESTMENT SALES USED TO MAKE CONTRIBUTIONS TO PUBLIC CHARITIES 0 0 0 0 0 0 0 0 0 0 M SHMERLER & CO 2100 0 2100 BARCLAYS BANK IPATH ETN DJP 123373 77520 ISHARES MSCI USA ESG SUSA 60394 186180 ISHARES MSCI EM MKTS FD EEM 71669 63124 SPDR S&P EMERGING ASIA FD GMF 54634 75499 SPDR GOLD TR GLD 52064 147272 ISHARES S&P 500 GROWTH ETF IVW 14549 63432 ISHARES IBOXX $ HI YLD BOND FUND HYG 73025 65313 WISDOMTREE EMERGING MKTS HG DIV ETF DEM 66344 40106 ISHARES RUSSELL 2000 ETF IWM 84100 123390 ISHARES RUSSELL 2000 ETF IWO 36540 45538 ETFMG PRIME PRIME SECURITY ETF HACK 14010 15288 INVESCO DYNAMIC PHARM ETF PJP 6525 6900 INVESCO S&P 500 EQUAL WEIGHT ETF RSP 66797 81498 ISHARES CORE S&P US VALUE ETF IUSV 16765 21927 ISHARES GLOBAL CLEAN ENERGY ETF IV ICLN 16961 13010 ISHARES MSCI EAFE ETF EFA 19315 20076 ISHARES MSCI EAFE SMALL CAP ETF SCZ 17490 16143 ISHARES RUSSELL 2000 VALUE ETF IWN 21146 25480 ISHARES TRANSPORTATION AVERAGE ETF IYT 15219 16338 SELECT SECTOR INDUSTRIAL SPDR ETF IV XLI 11853 14754 SPDR S&P HOMEBUILDERS ETF IV XHB 23929 28648 ISHARES ESG EAFE ETF DMXF 8303 8303 ISHARES RES & MULTI RE ETF REZ 6353 6222 GLOBAL X TEL & DIG ETF EDOC 6415 2448 DEFIANCE NEXT GEN CONN ETF FIVG 5251 4410 ADVISOR SH OURE US CANN ETF MSOS 4085 560 INVESCO S&P 500 GARP SPGP 8708 8768 AMPLIFY TRANSFORMTNL DATA SH ETF BLOK 6095 3092 ARK GENOMIC REVOLUTION ETF ARKG 7751 2302 GLOBAL X FINTECH ETF FINX 7096 3274 KRANSHRS ELCTR VHCL FTR MOB ETF KARS 4419 2369 SPROTT URANIUM MINERS ETF URNM 10397 11575 NYS DEPT OF LAW FEE 250 0 250 LAW JOURNAL AD 170 0 170 IRS 10/31/22 918 918 0