2021-05-11T05:22:38-05:00 2020-06-30 591818353 KAUFMAN ROSSIN & COPA 3310 MARY STREET SUITE 501 MIAMI FL 33133 990PF 2019-07-01 042700063 TAPPER CHARITABLE FOUNDATION TAPP 5084779300 509 FALMOUTH ROAD MASHPEE MA 02649 ALBERT TAPPER TRUSTEE 5084779300 2021-05-06 1 J MICHAEL CUSTER P00262706 3058585600 2021-05-06 2019 2022-09-23 18:48:47Z X 13850380 X 0 X 199203 180531 1356121 9709334 1356121 1555324 1536652 0 0 0 2655 1328 0 3500 1750 0 31791 31791 0 123306 121892 0 158328 0 0 319580 156761 0 649360 649360 968940 156761 649360 586384 1379891 1169797 7722055 7722055 397 367 397 397 1476472 1621426 1658435 807530 749627 232574 4573236 4144084 4234831 5625000 2088 2088 13652402 14239677 13850380 0 500 0 500 X 0 0 0 0 13652402 14239177 13652402 14239177 13652402 14239677 13652402 586384 391 14239177 0 14239177 PUBLICLY TRADED SECURITIES 2540979 2701934 -160955 -160955 SALE OF REAL ESTATE D 2018-06-01 2020-06-01 7127000 5651279 1475721 1475721 CAPITAL GAINS DIVIDENDS P 41355 41355 41355 1356121 0 183100 11407679 0.016051 151016 3917689 0.038547 186148 3063893 0.060755 161970 3133843 0.051684 168660 3288068 0.051295 0.218332 0.043666 12989312 567191 13799 580990 649360 X 13799 0 13799 0 13799 2000 20000 0 22000 0 8201 8201 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 N/A KAREN CHEVERIE 5084779300 509 FALMOUTH ROAD MASHPEE MA 02649 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ALBERT TAPPER 509 FALMOUTH ROAD MASHPEE MA 02649 TRUSTEE 1.00 0 0 0 LYNNE TAPPER 509 FALMOUTH ROAD MASHPEE MA 02649 ADVISORY TRUSTEE 1.00 0 0 0 EVE TAPPER 509 FALMOUTH ROAD MASHPEE MA 02649 ADVISORY TRUSTEE 0.50 0 0 0 JILL TAPPER 509 FALMOUTH ROAD MASHPEE MA 02649 ADVISORY TRUSTEE 0.50 0 0 0 JAY TAPPER 509 FALMOUTH ROAD MASHPEE MA 02649 ADVISORY TRUSTEE 0.50 0 0 0 NONE 0 NONE 0 0 6633616 1467887 5085616 13187119 0 0 13187119 197807 12989312 649466 649466 13799 13799 635667 0 635667 0 635667 649360 0 649360 13799 635561 635667 546402 0 0 649360 546402 0 0 102958 0 0 0 0 0 0 0 0 532709 0 0 0 X AMERICAN 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OPERATIONS 38150 UNICEF 18 TREMONT ST SUITE 820 BOSTON MA 02108 N/A PUBLIC CHARITY GENERAL OPERATIONS 350 UNITED WAY OF MASS BAY PO BOX 51381 BOSTON MA 02205 N/A PUBLIC CHARITY GENERAL OPERATIONS 8500 USC SHOAH FOUNDATION 650 WEST 35TH STREET SUITE 114 LOS ANGELES CA 90089 N/A PUBLIC CHARITY GENERAL OPERATIONS 175000 WEILL CORNELL MEDICINE 411 E 69TH ST NEW YORK NY 10021 N/A PUBLIC CHARITY GENERAL OPERATIONS 132610 YESHIVA ACHEI T'MIMIM 22 NEWTON AVENUE WORCESTER MA 01602 N/A PUBLIC CHARITY GENERAL OPERATIONS 25000 649360 0 14 14 199203 18 1356121 0 1555324 0 1555324 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 3500 1750 0 CHEVRON CORPORATION STOCK 3625 27092 COMMON STOCK AT FIDELITY #144000 746002 205482 0 0 1621426 1658435 STATE OF ISRAEL BOND AT COST 1000 1230 MUTUAL FUNDS AT FIDELITY #128860 AT COST 1309835 1303511 MUTUAL FUNDS AND ETPS AT FIDELITY #129903 AT COST 2478276 2575117 MAXIM OPPORTUNITY FUND LP AT COST 354973 354973 LEGAL FEES 2655 1328 0 RESIDENTIAL REAL ESTATE 5625000 0 0 MAXIM FUND DISTRIBUTION RECEIVABLE 0 2088 2088 BANK FEES 153 0 0 MANAGEMENT FEES 47030 0 0 REPAIRS & MAINTENANCE 87054 0 0 INSURANCE EXPENSE 555 0 0 UTILITIES 23484 0 0 MISCELANOEUS FEES 52 0 0 OTHER CHANGES IN FUND BALANCE 391 TAXES PAYABLE 0 500 ADVISOR FEES 31791 31791 0 STATE TAXES 500 0 0 ESTIMATED TAX PAYMENT 914 0 0 REAL ESTATE TAXES 119867 119867 0 FOREIGN TAXES 2025 2025 0