2026-04-15T21:24:07-07:00 2025-05-31 352536842 WMC Tax Services LLC 1301 E Bethany Home Rd Phoenix AZ 85014 990PF 2024-06-01 061520789 SHAMES FAMILY FOUNDATION SHAM 2037620298 35 MOLLBROOK DR WILTON CT 06897 ERVIN SHAMES Trustee 2026-04-15 true true Jason M MunkMAccCPA P00545610 6022341040 2024 2025-03-06 01:10:19Z X 6779209 X X 1371 1371 1371 146125 146125 146125 190521 544176 190521 190521 101 101 338118 338118 338017 3633 14288 14288 17921 14288 0 366905 366905 384826 14288 366905 -46708 323830 338017 374377 402814 402814 15000 15000 15000 15000 4096694 4008567 6361395 4486071 4426381 6779209 1 1 X 4486071 4426380 4486071 4426380 4486071 4426381 4486071 -46708 4439363 12983 4426380 P 544176 353655 190521 190521 190521 190521 4501 4501 4501 X 240 4741 0 false false false false false false false true true CT true false false false false true N/A ERVIN R SHAMES 2037620298 35 MOLLBROOK DRIVE WILTON CT 06897 false false false false false false false false false false false false false false false false false false false false false false ERVIN R SHAMES 35 MOLLBROOK DR WILTON CT 06897 Trustee 0.00 0 LOUISE G SHAMES 35 MOLLBROOK DR WILTON CT 06897 Trustee 0.00 0 ALLYSON ROBYN SHAMES 1872 EDGEWOOD LN CHARLOTTESVILLE VA 22903 Trustee 0.00 0 STEVEN SHAMES 500 WEST END AVE 10B NEW YORK NY 10024 Trustee 0.00 0 SARA SHAMES 500 WEST END AVE 10B NEW YORK NY 10024 Trustee 0.00 0 CURTIS ARGO 1872 EDGEWOOD LN CHARLOTTESVILLE VA 22903 Trustee 0.00 0 NONE NONE 6285412 395474 0 6680886 0 6680886 100213 6580673 329034 329034 4501 4501 324533 324533 324533 366905 366905 324533 366905 0 324533 42372 42372 0 42372 42372 ERVIN R SHAMES LOUISE G SHAMES X A BETTER CHANCE OF WILTON INC PO BOX 7658 WILTON CT 06897 None PC GENERAL 10000 AMERICAN RED CROSS 2025 E ST NW WASHINGTON DC 20006 None PC GENERAL 100 CARLETON COLLEGE 1 N COLLEGE ST NORTHFIELD MN 55057 None PC GENERAL 15000 CONGREGATION RODEPH SHOLOM 7 W 83RD ST NEW YORK NY 10024 None PC GENERAL 8500 DAVIDSON COLLEGE ANNUAL FUND BOX 7170 DAVIDSON NC 28035 None PC GENERAL 95000 DOCTORS WITHOUT BORDERS 333 7TH AVE NEW YORK NY 10001 None PC GENERAL 100 ETHICAL CULTURE FIELDSTONE SCHOOL PO BOX 28552 NEW YORK NY 10087 None PC GENERAL 5000 LEAGUE OF WOMEN VOTERS EDUCATION FUND 1730 M ST NW STE 1000 WASHINGTON DC 20036 None PC GENERAL 2500 PLANNED PARENTHOOD PO BOX 97166 WASHINGTON DC 20077 None PC GENERAL 7500 RENAISSANCE SCHOOL ANNUAL FUND 418 E JEFFERSON ST CHARLOTTESVILLE VA 22902 None PC GENERAL 10000 TEMPLE BNAI CHAIM PO BOX 305 GEORGETOWN CT 06829 None PC GENERAL 4175 THE METROPOLITAN MUSEUM OF ART 1000 FIFTH AVE NEW YORK NY 10028 None PC GENERAL 600 THIRTEENWNET 540 W 33RD ST NEW YORK NY 10001 None PC GENERAL 100 TUCK SCHOOL 100 TUCK HALL HANOVER NH 03755 None PC GENERAL 2500 UNIVERSITY OF PENNSYLVANIA 3451 WALNUT ST PHILADELPHIA PA 19104 None PC GENERAL 5000 WILTON LIBRARY ASSOCIATION 137 OLD RIDGEFIELD RD WILTON CT 06897 None PC GENERAL 2500 WILTON VOLUNTEER AMBULANCE CORPS 234 DANBURY RD WILTON CT 06897 None PC GENERAL 500 CAMPAIGN LEGAL CENTER INC 1411 K ST NW STE 1400 WASHINGTON DC 20005 None PC GENERAL 12500 PALLATIVE CARE FOR UGANDA LLC 128 EAST AVENUE NORWALK CT 06851 None PC GENERAL 10000 CHARLOTTESVILLE FREE CLINIC 1138 ROSE HILL DR STE 200 CHARLOTTESVILLE VA 22903 None PC GENERAL 2000 92ND STREET Y 1395 LEXINGTON AVE NEW YORK NY 10128 None PC GENERAL 3100 FAMILY & CHILDRENS AGENCY INC 9 MOTT AVE 4TH FL NORWALK CT 06850 None PC GENERAL 25000 WEST SIDE CAMPAIGN AGAINST HUNGER 263 W 86TH ST NEW YORK NY 10024 NONE PC GENERAL 10000 NORWALK ACTS 9 MOTT AVE NORWALK CT 06850 NONE PC GENERAL 25000 BRENNAN CENTER FOR JUSTICE 120 BROADWAY STE 1750 NEW YORK NY 10271 NONE PC GENERAL 10000 DOROT INC 171 W 85TH ST NEW YORK NY 10024 NONE PC GENERAL 10000 THE VOTER PARTICIPATION CENTER 1707 L STREET NW STE 950 WASHINGTON DC 20036 NONE PC GENERAL 7500 NUVANCE HEALTH MEDICAL PRACTICE CT INC 100 RESERVE RD DANBURY CT 06810 NONE PC GENERAL 10000 BUCK SQUAD PO BOX 2616 CHARLOTTESVILLE VA 22902 NONE PC GENERAL 1000 CHARLOTTESVILLE COMMUNITY BASEBALL INC PO BOX 4836 CHARLOTTESVILLE VA 22905 NONE PC GENERAL 625 AMERICAN CANCER SOCIETY 270 PEACHTREE ST NW 1300 ATLANTA GA 30303 NONE PC GENERAL 600 ASSOCIATION OF MED SCHOOL PED DEPT 6728 OLD MCLEAN VILLAGE DR MCLEAN VA 22101 NONE PC GENERAL 1000 ANTI DEFAMATION LEAGUE 605 THIRD AVENUE NEW YORK NY 10158 NONE PC GENERAL 10000 ARTS FOR LIFE 7 Beaverdam Rd Asheville NC 28804 NONE PC GENERAL 2500 BRADY CENTER 840 FIRST STREET NE 400 WASHINGTON DC 20002 NONE PC GENERAL 100 CAMP TREETOPS 4382 CASCADE ROAD LAKE PLACID NY 12946 NONE PC GENERAL 10000 CENTER FOR REPRODUCTIVE RIGHTS 199 WATER STREET 22ND FLOOR NEW YORK NY 10038 NONE PC GENERAL 2500 THE CHILD STUDY CENTER OF NY 366 NORTH BROADWAY 408 JERICHO NY 11753 NONE PC GENERAL 5000 CHILD HEALTH PARTNERSHIP 1469 GREENBRIER PLACE CHARLOTTESVILLE VA 22901 NONE PC GENERAL 1000 CONNECTICUT INSTITUTE FOR REFUGEES 670 CLINTON AVENUE BRIDGEPORT CT 06605 NONE PC GENERAL 1000 FOCUS FOR DEMOCRACY FOUNDATION 1200 G STREET NW 800 WASHINGTON DC 20005 NONE PC GENERAL 11000 HARLEM ACADEMY 655 ST NICHOLAS AVENUE NEW YORK NY 10030 NONE PC GENERAL 5000 HOPE'S LEGACY EQUINE RESCUE INC 5145 TAYLOR CREEK ROAD AFTON VA 22920 NONE PC GENERAL 3000 HOSPICE OF THE PIEDMONT INC 1801 WESTCHESTER DRIVE HIGH POINT NC 27262 NONE PC GENERAL 1000 INTERNATIONAL NEIGHBORS 224-A 9th Street SW Charlottesville VA 22903 NONE PC GENERAL 1000 MAKE A WISH OF CENTRAL WESTERN NC I 6324 FAIRVIEW ROAD 500 CHARLOTTE NC 28210 NONE PC GENERAL 625 MOUNT SINAI HEALTH SYSTEM INC ONE GUSTAVE L LEVY PLACE NEW YORK NY 10029 NONE PC GENERAL 4000 OPEN DOORS INC 1427 E 36TH STREET 4206A CLEVELAND OH 44114 NONE PC GENERAL 250 SOUTHERN VISION ALLIANCE PO BOX 51698 DURHAM NC 27717 NONE PC GENERAL 7500 ST LOUIS COMMUNITY FOUNDATION 2 OAK KNOLL PARK ST LOUIS MO 63105 NONE PC GENERAL 280 UNIVERSITY OF VIRGINIA PO BOX 400218 CHARLOTTESVILLE VA 22904 NONE PC GENERAL 3125 VIRGINIA ATHLETICS FOUNDATION PO BOX 400833 CHARLOTTESVILLE VA 22904 NONE PC GENERAL 625 366905 14 1371 14 146125 190521 CLASS ACTION PROCEEDS 1 101 147496 190622 338118 false false false false false false false false false false UST EQUITY INVESTMENTS AT COST 873024 1632572 UST COLUMBIA SHORT-INTERMEDIATE AT COST 123920 123083 UST VANGUARD S/T BOND AT COST 196516 197725 UST FIXED INCOME AT COST 63132 59678 UST HEDGE FUNDS AT COST 111426 123241 CS EQUITIES AT COST 73857 309565 CS EXCHANGE TRADED FUNDS AT COST 192210 270838 CS BOND FUNDS AT COST 197189 180295 CS EQUITY FUNDS AT COST 1045351 1289103 UST REAL ESTATE AT COST 155181 187198 CS CHOICE HOTELS STOCK AT COST 830658 1844461 UST COLUMBIA TOTAL RETURN BOND AT COST 146103 143636 Brokerage Basis Adjustments 12983 US TRUST CUSTODY FEES 14288 14288 CLASS ACTION PROCEEDS 101 101 Rounding 1 TAX ON NET INVESTMENT INCOME 3633