2024-05-09T13:08:26-05:00 2023-12-31 131302847 MAXWELL SHMERLER & CO 81 MAIN STREET STE 207 WHITE PLAINS NY 10601 990PF 2023-01-01 137176441 JILL E SOLOMON CHARITABLE FOUNDATION JILL 9147611105 10 WILLOWS LANE WHITE PLAINS NY 106054212 WILLIAM SHMERLER TRUSTEE 9147611105 2024-05-08 1 WILLIAM SHMERLER 999009999 0 WILLIAM SHMERLER P01323169 9146810400 2024-05-08 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 475217 X 24841 X 14524 14524 424 130345 424 39789 14948 0 0 0 375 80 295 375 80 295 30264 30264 30639 80 30559 9150 14868 78095 164017 164017 364928 337614 311200 49818 0 0 492841 501631 475217 360 0 360 0 X 492481 501631 0 0 0 0 492481 501631 492841 501631 492481 9150 0 501631 0 501631 PUBLICLY TRADED SECURITIES P 129169 129921 -752 -752 CAPITAL GAINS DIVIDENDS P 1176 1176 1176 424 207 0 207 0 207 0 0 0 0 0 0 207 0 0 0 0 0 0 0 0 0 0 0 1 NY 1 0 0 0 0 1 N/A LEONARD SOLOMON 9147611105 10 WILLOWS LANE WHITE PLAINS NY 106054212 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LEONARD SOLOMON 10 WILLOWS LANE WHITE PLAINS NY 10605 TRUSTEE 0.00 0 0 0 CAROLE SOLOMON 10 WILLOWS LANE WHITE PLAINS NY 10605 TRUSTEE 0.00 0 0 0 STEVEN SOLOMON 9 MEADOWLARK DRIVE WEST NYACK NY 10994 TRUSTEE 0.00 0 0 0 BETSY HALLERMAN 201 E 15TH STREET 2F NEW YORK NY 10003 TRUSTEE 0.00 0 0 0 BETHANIE TOMKIEWICZ 353 EVANDALE ROAD SCARSDALE NY 10583 TRUSTEE 0.00 0 0 0 WILLIAM SHMERLER 57 STRATTON ROAD SCARSDALE NY 10583 TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 N/A 0 0 333464 121056 0 454520 0 0 454520 6818 447702 22385 22385 207 207 22178 0 22178 0 22178 30559 0 30559 22178 0 0 12600 10806 8747 6641 6719 45513 30559 0 0 0 22178 8381 0 0 53894 0 0 0 0 0 0 12600 41294 10806 8747 6641 6719 8381 LEONARD SOLOMON CAROLE SOLOMON X CITY OF WHITE PLAINS BICYCLE SAFETY RALLY 85 GEDNEY WAY WHITE PLAINS NY 10601 NONE PUBLIC CHARITY CHARITABLE 1264 FEEDING WESTCHESTER 200 CLEARBROOK RD ELMSFORD NY 10523 NONE PUBLIC CHARITY CHARITABLE 2500 FRIENDS OF WHITE PLAINS YOUTH BUREAU 85 GEDNEY WAY WHITE PLAINS NY 10601 NONE PUBLIC CHARITY CHARITABLE 5000 LEXINGTON CENTER FOR RECOVERY 45 S ROUTE 9W WEST HAVERSTRAW NY 10993 NONE PUBLIC CHARITY CHARITABLE 2000 MY SISTER'S PLACE 3 BARKER AVE WHITE PLAINS NY 10601 NONE PUBLIC CHARITY CHARITABLE 5000 PACE WOMEN'S JUSTICE CENTER 78 N BROADWAY WHITE PLAINS NY 10603 NONE PUBLIC CHARITY CHARITABLE 1000 PROJECT MORRY 1 GATEWAY PLAZA PORT CHESTER NY 10573 NONE PUBLIC CHARITY CHARITABLE 5000 WESTCHESTER JEWISH SERVICES 845 N BROADWAY WHITE PLAINS NY 10603 NONE PUBLIC CHARITY CHARITABLE 5500 WHITE PLAINS HIGH SCHOOL SCHOLARSHIP 10 WILLOWS LANE WHITE PLAINS NY 10605 NONE PUBLIC CHARITY EDUCATIONAL 3000 30264 0 N/A 14 14524 14 1176 -752 0 15700 -752 14948 8 SALES OF INVESTMENTS USED TO FUND CHARITABLE ACTIVITIES 4 INVESTMENT INCOME USED TO FUND CHARITABLE ACTIVITIES 0 0 0 0 0 0 0 0 0 0 300 GILEAD SCIENCES 31620 24303 ALGER FOCUS EQUITY FD A 14947 21828 FIRST EAGLE GLOBAL FUND 37972 41303 TOUCHSTONE FOCUS FUND 26710 35637 500 DOW INC 31167 27420 ALGER FOCUS EQUITY FD Z 12340 12717 500/400 PARAMOUNT GLOBAL INC 16497 5916 200 WALT DISNEY CO 30754 18058 1000 GLOBAL X FDS NASDAQ 100 CALL ETF 22262 17340 1 SPDR S&P 500 ETF TR 351 475 261.271 DWS SMALL CAP CORE FUND 12712 12261 1500 AT&T INC 29422 25170 600 CISCO SYSTEMS INC 32861 30312 VIRTUS KAR SMALL-MID CAP CORE FUND 12514 11781 5 BLACKSTONE INC 599 655 1 INVESCO QQQ TRUST ETF 387 410 UNTS AAM HI 50 DIV STRAT 2023-3Q 24499 25614 NYS DEPT OF LAW 125 0 125 ALM MEDIA - NY LAW JOURNAL AD 170 0 170 BROKER FEE 80 80 0 STOCK OPTIONS 360 0