2024-11-05T14:55:43-06:00 2023-12-31 112473984 LESHKOWITZ & COMPANY LLP 45 BROADWAY 8TH FLOOR NEW YORK NY 10006 990PF 2023-01-01 467199126 LOUIS J CAPPELLI AND VIRGINIA M CAPPELLI FAMILY CHARITABLE TRUST LOUI 8058789796 657 CAMINO DE UNOS ARROYO GRANDE CA 93420 LOUIS P CAPPELLI TRUSTEE 8058789796 2024-08-05 1 0 MOSHE SILVERSTEIN P01470323 2125325550 2023 2024-10-15 13:58:12Z X X 10227513 X 1852410 193449 193449 124812 1393618 124812 2170671 318261 0 0 0 24889 0 24889 638 0 638 19710 0 19710 38877 38176 701 84114 38176 45938 258601 258601 342715 38176 304539 1827956 280085 103752 29699 29699 1714192 1554738 1554738 0 478395 489150 2844104 3584770 5924739 1115155 1937350 1916006 187592 238299 313181 5964795 7823251 10227513 30500 0 30500 X 0 0 0 0 5964795 7792751 5964795 7792751 5964795 7823251 5964795 1827956 0 7792751 0 7792751 AUTOZONE INC 2023-01-23 2023-07-18 96628 99834 -3206 -3206 BANK OF NY 2023-01-24 2023-05-22 147503 149618 -2115 -2115 CITIGROUP INC 2023-05-10 2023-06-06 142848 142763 85 85 PHINIA INC 2023-05-24 2023-07-19 2661 2815 -154 -154 TEXAS INSTRUMENTS INC 2023-11-14 29998 34367 -4369 -4369 AMERICAN AIRLINES 2021-07-08 2023-06-15 2250 2280 -30 -30 AMERICAN AIRLINES 2021-07-08 2023-12-15 2250 2278 -28 -28 BEST BUY INC 2023-01-11 111749 114433 -2684 -2684 CHARLES SCHWAB 2023-05-10 141630 168325 -26695 -26695 DOMINOS PIZZA INC 2023-05-03 47521 32832 14689 14689 NVIDIA CORP 2022-04-18 2023-05-25 38436 21953 16483 16483 PHINIA INC 2023-07-19 13307 10658 2649 2649 SS&C TECH HOLDINGS INC 2023-07-31 83702 93716 -10014 -10014 SS&C TECH HOLDINGS INC 2023-08-01 20871 18361 2510 2510 TEXAS INSTRUMENTS INC 2023-11-14 59996 74422 -14426 -14426 WISDOMTREE US LARGE CAP DIV FUND 2023-02-08 452268 300151 152117 152117 124812 3893 0 3893 0 3893 0 0 5500 0 5500 79 1528 1528 0 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 0 1 0 0 1 N/A LOUIS P CAPPELLI 8058789796 657 CAMINO DE UNOS ARROYO GRANDE CA 93420 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LOUIS J CAPPELLI 72 PONDFIELD ROAD WEST APT 4A BRONXVILLE NY 10708 TRUSTEE 0.00 0 0 0 LOUIS P CAPPELLI 657 CAMINO DE UNOS ARROYO GRANDE CA 93420 TRUSTEE 0.00 0 0 0 CHERYL A CRAVEN 549 23RD STREET MANHATTAN BEACH CA 90266 TRUSTEE 0.00 0 0 0 CRAIG S CAPPELLI ONE STONEHOUSE ROAD SCARSDALE NY 10583 TRUSTEE 0.00 0 0 0 MICHAEL J CAPPELLI 15 COUNTY RIDGE DRIVE NORTH RYEBROOK NY 10573 TRUSTEE 0.00 0 0 0 STEPHEN G CAPPELLI 31 OBSERVATORY DRIVE CROTON ON HUDSON NY 10520 TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 0 7071909 767783 0 7839692 0 0 7839692 117595 7722097 386105 386105 3893 3893 382212 0 382212 0 382212 304539 0 304539 382212 0 0 30760 30760 304539 0 0 0 304539 0 30760 30760 0 0 0 0 0 46913 0 0 0 LOUIS J CAPPELLI X DETAILS OF CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS AVAILABLE UPON REQUEST C/O CAPPELLI CHARITABLE TRUST 72 PONDFIELD RD W APT 4A BRONXVILLE NY 10708 NONE AVAILBLE UPON REQUES GENERAL OPERATING BUDGET 258601 258601 0 522100 193449 522100 124812 318261 0 0 318261 0 0 0 0 0 0 0 0 0 0 X X 1 LOUIS J CAPPELLI 72 PONFIELD ROAD WEST APT 4A BRONXVILLE NY 10708 1852410 X PROFESSIONAL FEES 24889 0 24889 EVERCORE WEALTH MANAGMENT TRUST COMPANY 1937350 1916006 EVERCORE WEALTH MANAGMENT TRUST COMPANY 3584770 5924739 478395 489150 0 0 EVERCORE WEALTH MANAGMENT TRUST COMPANY AT COST 238299 313181 BANK FEES 15 15 0 INVESTMENT MANAGEMENT FEES 38161 38161 0 ADMINISTRATIVE EXPENSES 701 0 701 LOUIS J CAPPELLI 72 PONDFIELD ROAD WEST APT 4A BRONXVILLE NY 10708 INCOME TAX 638 0 638