2024-06-13T11:52:24-05:00 2023-12-31 112721938 ROBERT WISHNEW CPA PC 21 WILDWOOD DRIVE DIX HILLS NY 117466039 990PF 2023-01-01 137437716 WEINGARTEN FAMILY FOUNDATION WEIN 2123698098 25 EAST 86TH ST 10C NEW YORK NY 100280553 MARC WEINGARTEN TRUSTEE 2123698098 2024-06-06 1 MARC WEINGARTEN XXX-XX-XXXX 0 ROBERT WISHNEW P00547792 6314915340 2024-06-06 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 391178 X 25000 35 35 10245 10245 -3909 41832 0 31371 10280 0 0 0 9 0 0 100 0 0 109 0 0 56800 56800 56909 0 56800 -25538 10280 22836 14560 14560 311873 292301 372971 1337 3647 3647 336046 310508 391178 0 0 X 0 0 0 0 336046 310508 336046 310508 336046 310508 336046 -25538 0 310508 0 310508 301 SHS BAIRD CORE PLUS BOND P 2020-01-31 2023-03-10 3000 3542 -542 -542 498 SHS BAIRD CORE PLUS BOND P 2020-01-31 2023-03-13 5000 5860 -860 -860 315 SHS DIAMOND HILL SHORT DURATION P 2020-01-31 2023-03-10 3000 3204 -204 -204 6 ISHARES CORE S&P 500 ETF P 2016-10-26 2023-03-13 2340 1288 1052 1052 268 SHS PIONEER STRATEGIC INCOME P 2020-12-30 2023-03-13 2500 3016 -516 -516 1430 SHS PIONEER STRATEGIC INCOME P 2022-02-01 2023-05-01 13258 15695 -2437 -2437 59 SHS SCHWAB S&P 500 INDEX P 2017-12-04 2023-03-10 3500 2440 1060 1060 25 SHS VANGUARD FTSE DEVELOPED MKT P 2017-12-04 2023-03-10 1092 1111 -19 -19 360 SHS VANGUARD INFLATION PROTECTED P 2020-01-31 2023-11-15 8142 9585 -1443 -1443 -3909 143 0 143 0 143 530 0 0 0 530 0 387 387 0 0 0 0 0 0 0 0 0 0 0 0 1 NY 1 0 1 0 0 1 N/A WEINGARTEN FAMILY FOUNDATION 2123698098 25 EAST 86TH STREET APT 10C NEW YORK NY 10028 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MARC WEINGARTEN 4951 GULF SHORE BLVD NORTH 1701 NAPLES FL 34103 TRUSTEE 5.00 0 0 0 RITA WEINGARTEN 4951 GULF SHORE BLVD NORTH 1701 NAPLES FL 34103 TRUSTEE 5.00 0 0 0 NONE 0 NONE 0 0 351577 29798 0 381375 0 0 381375 5721 375654 18783 18783 143 143 18640 0 18640 0 18640 56800 0 56800 18640 0 0 37904 42085 27814 34639 14799 157241 56800 0 0 0 18640 38160 0 0 195401 0 0 0 0 0 0 37904 157497 42085 27814 34639 14799 38160 MARC WEINGARTEN RITA WEINGARTEN X CENTRAL PARK CONSERVANCY 14 EAST 60TH STREET NEW YORK NY 10022 NONE GENERAL PURPOSE 500 CENTRAL SYNAGOGUE 123 EAST 55TH STREET NEW YORK NY 10022 NONE GENERAL PURPOSE 1150 CITIZENS' COMMITTEE FOR CHILDREN 105 EAST 22ND STREET NEW YORK NY 10010 NONE GENERAL PURPOSE 1000 EQUAL JUSTICE AMERICA 13540 EAST BOUNDARY ROAD MIDLOTHIAN VA 23112 NONE GENERAL PURPOSE 4000 GREATER WASHINGTON COALITION FOR JEWISH LIFE PO BOX 486 BRIDGEWATER CT 06752 NONE GENERAL PURPOSE 150 JOHN RITTER FOUNDATION FOR AORTIC HEALTH 11901 SANTA MONICA BLVD 410 LOS ANGELES CA 90025 NONE GENERAL PURPOSE 500 KENT CENTER SCHOOL SCHOLARSHIP FDN 9 JUDD AVENUE KENT CT 06757 NONE GENERAL PURPOSE 500 KENT LAND TRUST ROUTE 7 KENT CT 06757 NONE GENERAL PURPOSE 3500 KENT LIBRARY ASSOCIATION 32 NORTH MAIN STREET KENT CT 06757 NONE GENERAL PURPOSE 200 KENT MEMORIAL LIBRARY PO BOX 127 KENT CT 06757 NONE GENERAL PURPOSE 10000 KENT SOCIAL SERVICES 41 KENT GREEN BOULEVARD KENT CT 06757 NONE GENERAL PURPOSE 500 MULTIPLE MYELOMA RESEARCH FOUNDATION 383 MAIN AVENUE NORWALK CT 06851 NONE GENERAL PURPOSE 2000 OPPORTUNITY NETWORK 55 EXCHANGE PLACE NEW YORK NY 10005 NONE GENERAL PURPOSE 25000 SEMPER FI FUND 825 COLLEGE BOULEVARD OCEANSIDE CA 92057 NONE GENERAL PURPOSE 5000 THE WASSAIC PROJECT 37 FURNACE BANK ROAD WASSAIC NY 12592 NONE GENERAL PURPOSE 1000 UNITED JEWISH APPEAL 130 EAST 59TH STREET NEW YORK NY 10022 NONE GENERAL PURPOSE 1800 56800 0 14 35 14 10245 18 -3909 0 6371 0 6371 0 0 0 0 0 0 0 0 0 0 X X 1 MARC AND RITA WEINGARTEN 4951 GULF SHORE BLVD NORTH 1701 NAPLES FL 34103 25000 X 4688.8770 SHS BAIRD CORE PLUS BD INST AT COST 52623 47686 792.1120 SHS SCHWAB S&P 500 INDEX FUND AT COST 23270 57903 160.000 SHS ISHARES CORE S&P 500 AT COST 33983 76421 122.000 SHS ISHARES CORE S&P SMALL ETF AT COST 8220 13207 807.000 SHS VANGUARD FTSE DEVELOPED MKTS ETF AT COST 31776 38655 301.000 SHS VANGUARD FTSE EMERGING MKTS ETF AT COST 12555 12371 70.000 SHS ISHARES CORE S&P MID CAP AT COST 13017 19401 610.000 SHS INVESCO TAXABLE MUNI BOND ETF AT COST 20052 16415 2068.6870 SHS DIAMOND HILL SHORT DURATION AT COST 21116 20220 3886.7260 SHS DODGE & COX INCOME AT COST 54340 49050 172.000 SHS VANGUARD INFLATION PROTECTION AT COST 8139 8168 1370.7170 SHS NEUBERGER BERMAN STRATEGIC INCOME AT COST 13210 13474 REIMBURSEMENTS RECEIVABLE 1337 3647 3647 NYS REGISTRATION FEE 100 0 0 MARC AND RITA WEINGARTEN 4951 GULF SHORES BLVD NORTH 1701 NAPLES FL 34103