2021-05-28T15:48:07-05:00 2021-04-30 650691589 WAXMAN & WAXMAN PA 7465 NW 4TH STREET PLANTATION FL 33317 990PF 2020-05-01 043663738 DONALD D ROGERS FOUNDATION INC DONA 1 W PENNSYLVANIA AVE SUITE 900 TOWSON MD 21204 MAYER GUTTMAN DIRECTOR 4103210600 2021-05-24 true MAYER GUTTMAN XXX-XX-XXXX MICHAEL WAXMAN P01348367 9544394495 2021-05-28 2020 2022-09-23 18:48:47Z X X 2456490 X X 5652 5652 45737 45737 20830 208173 20830 72219 72219 5000 2500 1270 635 4215 2108 4795 143 20491 10191 35771 15577 0 132200 132200 167971 15577 132200 -95752 56642 84573 35285 35285 176146 200000 176146 176146 1447876 1425446 2245059 1732449 1636877 2456490 0 X 1732449 1636877 1732449 1636877 1732449 1636877 1732449 -95752 180 1636877 1636877 60 SH AAPL P 2013-06-14 2020-07-21 23469 3686 19783 19783 400 SH DIS P 2019-03-14 2020-07-13 46694 45724 970 970 1425 SH PFF I SHARESPFD & INC P 2018-10-18 2020-07-21 50643 52053 -1410 -1410 0.368 VTRS/PFIZER SPIN CASH IN LIEU P 2010-11-11 2002-11-22 6 3 3 3 1150 SH INVESCO BULLET 2025 CB P 2020-04-27 2021-03-03 25589 24633 956 956 1150 SH INVESCO BULLET 2024 CB P 2020-04-27 2021-03-03 25596 24632 964 964 1500 SH INVESCO BULLET 2022 HY P 2019-05-22 2021-03-12 34804 36612 -1808 -1808 20830 1920 787 787 787 2400 2400 1613 1613 false false false false false false true true MD true false false false false true NONE MAYER GUTTMAN 4103210600 1 W PENNSYLVANIA AVE SUITE 900 TOWSON MD 21204 false false false false false false false false false false false false false false false false false false false false MAYER GUTTMAN 1 W PENNSYLVANIA AVE SUITE 900 TOWSON MD 21204 DIRECTOR 1.00 2500 0 0 MICHAEL WAXMAN 7465 NW 4TH ST PLANTATION FL 33317 DIRECTOR 1.00 2500 0 0 NONE NONE N/A 2151508 62251 0 2213759 2213759 33206 2180553 109028 109028 787 787 108241 108241 108241 132200 132200 132200 108241 3439 4063 2542 16551 2760 29355 132200 108241 23959 53314 0 3439 49875 4063 2542 16551 2760 23959 X AGUDAH OF ISRAEL OF BALTIMORE 6200 PARK HEIGHTS AVENUE BALTIMORE MD 21215 NONE EXEMPT CHARITABLE 12000 CONGREGATIOM ZICHRON BINYAMIN 701 PRINCETON AVENUE LAKEWOOD NJ 08701 NONE EXEMPT CHARITABLE 9000 BAIS MEDRASH GEVOHA 617 6TH STREET LAKEWOOD NJ 08701 NONE EXEMPT CHARITABLE 5000 HADASSAH 1325 S CONGRESS AVE209 BOYNTON BEACH FL 33426 NONE EXEMPT CHARITABLE 2000 SCLERODERMA FOUNDATION 300 ROSEWOOD DRIVE DANVERS MA 01923 NONE EXEMPT CHARITABLE 2500 TEMPLE BETH EL OF BOCA RATON 333 SOUTHWEST 4TH AVENUE BOCA RATON FL 33432 NONE EXEMPT CHARITABLE 4000 WEYMOUTH COUNCIL FOR THE HUNGRY 1189 COMMERCIAL STREET WEYMOUTH MA 02189 NONE EXEMPT CHARITABLE 1000 YESHIVA DORCAI TORAH 257 BEACH 17TH ST FAR ROCKAWAY NY 11691 NONE EXEMPT CHARITABLE 6000 CATHOLIC CHARITIES 924 G ST NW WASINGTON DC 20001 NONE EXEMPT CHARITABLE 4000 ADAS CONGREGATION 2850 QUEBEC ST NW WASH DC 20008 NONE EXEMPT CHARITABLE 22200 UNIV OF MARYLAND BALT FOUNDATION 220 N ARCH ST 14TH FLOOR BALTIMORE MD 21201 NONE EXEMPT CHARITABLE 5000 SHEARITH ISRAEL CONGREGATION 2 W 70TH ST NY NY 10023 NONE EXEMPT CHARITABLE 12000 TORAH ACADEMY FOR GIRLS 444 BEACH 6TH ST FAR ROCKAWAY NY 11691 NONE EXEMPT CHARITABLE 5000 ARUGAS HABOSEM 3509 CLARKS LN BALTIMORE MD 21215 NONE EXEMPT CHARITABLE 2500 BROWARD THEATER OF PERFORMING ARTS 201 SW 5TH AVE FT LAUDERDALE FL 33312 NONE EXEMPT CHARITABLE 6000 BROWARD HEALTH FOUNDATION 1201 S ANDREWS AVE FT LAUDERDALE FL 33316 NONE EXEMPT CHARITABLE 5000 CITY HARVEST 6 E 32ND ST NY NY 10016 NONE EXEMPT CHARITABLE 2500 PALM BEACH COUNTY FOOD BANK 701 BOUTWELL RD LAKE WORTH FL 33461 NONE EXEMPT CHARITABLE 2500 SAN ANTONIO FOOD BANK 5200 ENRIQUE M BARRERA P SAN ANTONIO TX 78227 NONE EXEMPT CHARITABLE 1500 COMFORT ZONE CAMP 6606 W BROAD ST 401 RICHMOND VA 23230 NONE EXEMPT CHARITABLE 2000 INTERNATIONAL RESCUECOMMITTEE 122 E 42ND ST NY NY 10168 NONE EXEMPT CHARITABLE 5000 ABILITY 360 5025 E WASHINGTON AVE PHOENIX AZ 85034 NONE EXEMPT CHARITABLE 5000 BIG CHILDREN 2020 W MCNAB RD FT LAUDERDALE FL 33319 NONE EXEMPT CHARITABLE 2000 CPS CARES 205 E ORANGE ST LAKELAND FL 33801 NONE EXEMPT CHARITABLE 2000 YOUNG SISTERS 48 EVERETT ST 2 LAWRENCE MA 01843 NONE EXEMPT CHARITABLE 3000 CENTRAL FLORIDA SPEECH 3020 LAKELAND HIGHLANDS R LAKELAND FL 33803 NONE EXEMPT CHARITABLE 2000 NER ISRAEL 400 MT WILSON LN PIKESVILLE MD 21208 NONE EXEMPT CHARITABLE 1500 132200 5652 45737 20830 72219 72219 false false false false false false false false false false WAXMAN & WAXMAN - TAX PREP 4215 2108 ALPHABET 46163 96405 AMERICAN ELECTRIC POWER 43983 48790 APPLE 16363 105168 AT&T 49738 51826 BERKSHIRE HATHAWAY CL B 35435 74236 CHEVRON CISCO SYSTEMS 35461 57274 DISCOVER 47012 82080 DISNEY HOME DEPOT 25528 45314 INTEL 17527 21574 INVESCO 2022 HY BSJM INVESCO 2024 CORP BOND FD BSCO INVESCO 2025 CORP BOND FD BSCP ISHARES CORE 1-5 YR USD BOND ISTB ISHARES EDGE MSCI MIN VOL EAFE EFAV ISHARES EDGE MSCI MIN VOL EMERG EEMV ISHARES TR INT'L SEL DIV ETF DVY ISHARES TR PFD AND INC FD PFF 46494 47214 ISHARES TR 0-5 YR HIGH YIELD SHYG 56887 55437 ISHARES SELECT DIV FD DVY 46443 70968 ISHARES CORE S&P SMALL-CAP IJR 44869 66324 JOHNSON & JOHNSON 30925 52074 JPMORGAN CHASE 39287 76905 MCDONALDS 42687 55479 MEDTRONIC 28986 42549 MERCK 23065 35387 MICROSOFT 21092 88263 NEXTERA ENERGY 43430 74410 PEPSICO 25118 37482 PFIZER 24696 52757 PNC 46899 71041 INVESCO QQQ TR UNIT SER 1 61680 135196 PROCTOR & GAMBLE 26651 46697 STARBUCKS 46811 69839 3M COMPANY UNITED HEALTH 30917 39880 UNITED PARCEL 41799 78486 VERIZON 45746 71082 WALMART 28260 45471 WELLS FARGO VIATRIS 1386 2248 VISA 47533 58390 FIDELITY ADVISOR INT'L CAP APPREC FD 122175 158714 FIDELITY ADVISOR INV GRADE BOND 55000 52002 FIDELITY ADVISOR TOTAL BOND 79400 78097 FIDELITY CONVERTIBLE SEC FD FCVSX FIDELITY MID CAP VAL FUND FIDELITY S&P SMALL CAP LEVIN & GANN - LEGAL FEES 1270 635 EXPENSES INV'T ADVISORY FEES - FIDELIT 9532 4766 INV'T ADVISORY FEES - FIDELIT 10850 5425 IRS SERVICE CHARGE-EPMTS 109 RECONCILE DIFFERENCE BOOK/TAX SEC COST 180 CAMP YESHIVA STATEN ISLAND-3 NOTE 176146 FOREIGN TAXES 143 143 IRS PAYMENTS 4652