2024-11-25T09:53:39-06:00 2024-10-31 141608291 MARK D WITECKI CPA CFP(R) CFE 3701 STATE ST SCHENECTADY NY 12304 990PF 2023-11-01 222782416 BARRIE & MARK HANDELMAN FAMILY FOUNDATION BARR 5183776607 1555 LEXINGTON PARKWAY SCHENECTADY NY 12309 BARRIE HANDELMAN TRUSTEE 5183776607 2024-11-22 0 MARK D WITECKI P00798839 5183464000 2024-11-22 2023 2024-10-15 13:58:12Z X 302823 X X 30 30 30 2377 2377 2377 15851 52709 15851 18258 18258 2407 0 0 0 0 3222 0 0 0 2902 2902 0 0 122 122 0 0 6246 3024 0 0 0 0 6246 3024 0 0 12012 15234 2407 4727 9577 9577 248818 245278 293246 253545 254855 302823 0 0 X 257750 257750 0 0 -4205 -2895 253545 254855 253545 254855 253545 12012 8 265565 10710 254855 CARRIAGE SERVICES P 2022-09-13 2023-11-08 1067 1653 -586 -586 CARRIAGE SERVICES P 2023-05-11 2023-11-09 828 1082 -254 -254 CARRIAGE SERVICES P 2022-09-13 2023-11-09 1125 1864 -739 -739 CARRIAGE SERVICES P 2023-05-11 2023-11-10 1054 1414 -360 -360 DREAMFINDER HOMES INC P 2022-09-13 2024-01-08 438 156 282 282 DREAMFINDER HOMES INC P 2022-09-13 2024-01-10 1761 625 1136 1136 DREAMFINDER HOMES INC P 2022-09-13 2024-01-02 2215 769 1446 1446 CBIZ INC P 2022-09-13 2024-03-07 5686 3329 2357 2357 CBIZ INC P 2022-09-13 2024-04-29 867 533 334 334 CBIZ INC P 2022-09-13 2024-04-30 215 133 82 82 CBIZ INC P 2022-09-13 2024-04-30 710 444 266 266 FRONTDOOR INC P 2022-09-13 2024-09-24 11222 5493 5729 5729 OLLIES BARGAIN OUTLET P 2022-09-13 2024-03-07 3778 2769 1009 1009 OLLIES BARGAIN OUTLET P 2022-09-13 2024-04-29 2884 2215 669 669 OLLIES BARGAIN OUTLET P 2022-09-13 2024-04-30 1449 1108 341 341 OLLIES BARGAIN OUTLET P 2022-09-13 2024-04-30 1466 1108 358 358 OLLIES BARGAIN OUTLET P 2022-09-13 2024-06-10 4229 2768 1461 1461 OLLIES BARGAIN OUTLET P 2023-01-24 2024-06-10 2115 1330 785 785 SOUTHSTATE CORP P 2022-09-13 2024-09-24 2924 2419 505 505 SOUTHSTATE CORP P 2022-09-13 2024-09-25 3228 2742 486 486 SOUTHSTATE CORP P 2022-09-13 2024-09-26 1720 1452 268 268 SOUTHSTATE CORP P 2022-09-13 2024-09-27 1728 1452 276 276 15851 -614 212 0 212 0 212 0 0 0 0 0 0 212 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 0 0 0 0 1 N/A BARRIE HANDELMAN 5183776607 1555 LEXINGTON PARKWAY SCHENECTADY NY 12309 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MARK HANDELMAN 1555 LEXINGTON PARKWAY SCHENECTADY NY 12309 TRUSTEE 0.00 0 0 0 BARRIE HANDELMAN 1555 LEXINGTON PARKWAY SCHENECTADY NY 12309 TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 0 286035 7640 0 293675 0 0 293675 4405 289270 14464 14464 212 212 14252 0 14252 0 14252 0 0 0 14252 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 14252 0 0 0 X 0 0 14 30 14 2377 18 15851 0 18258 0 18258 0 0 0 0 0 0 0 0 0 0 BOSTON OMAHA CORP 12983 7749 BROOKFIELD INFRASTRUCTURE 13279 11626 CASS INFORMATION SERVICES 7890 9099 CBIZ INC 5637 8754 CHEMED CORP 9480 10805 CHOICE HOTELS INTERNATIONAL 10412 12556 COLLIERS INTERNATIONAL GROUP 14634 20606 DESCARTES SYSTEMS GROUP 7535 11432 DREAM FINDERS HOMES INC 3405 8686 ELEMENT SOLUTIONS INC 8810 11518 EXLSERVICE HOLDINGS 11783 13959 EXPONENT INC 9433 10759 FIRST SERVICE CORP 10168 14814 FLOOR & DECOR HOLDINGS 4893 6183 FRANKLIN ELECTRIC CO 10346 11485 FRONTDOOR INC 4644 9789 HAGERTY INC 9373 9155 HOME BANCSHARES 8407 9824 LANDSTAR SYSTEMS INC 10155 12304 NOMAD FOODS LTD 11133 11250 PINNACLE FINANCIAL PARTNERS 11522 15079 SITEONE LANDSCAPE SUPPLY 7922 9642 SPS COMM INC 6780 9240 TRISURA GROUP LTD 10433 11151 ALTUS GROUP LTD 9417 8700 ESAB CORP 5409 7013 ONESPAYWORLD 9395 10068 MARK D WITECKI CPA 3222 0 0 0 CHARITABLE CONTRIBUTIONS 10710 COST BASIS ADJUSTMENT 8 ADVISORY FEES 2902 2902 0 0 FOREIGN TAXES ON DIVIDENDS 122 122 0 0