2024-05-05T14:01:18-05:00 2023-12-31 920460586 PWC US TAX LLP 4300 E CAMELBACK ROAD STE 475 PHOENIX AZ 85018 990PF 2023-01-01 576202955 THE MARK S FELDSTEIN AND SANDRA A FELDSTEIN FELD 4192594736 4900 TIEDEMAN ROAD OH-01-49-0381 BROOKLYN OH 44144 KEYBANK BYP S CHMURA VICE PRESIDENT 4192594736 2024-04-03 true true JEFFREY E KUHLIN P00353001 4123556000 2024-04-03 X 2023 2023-04-26 12:10:37Z X 62119 106408 1948 1948 0 0 444 108800 1948 651 488 163 0 0 0 0 0 0 1050 0 0 1050 0 0 0 0 0 0 0 0 0 50 50 1751 488 0 1263 90950 90950 92701 488 0 92213 16099 1460 0 20577 5785 5785 0 0 0 23199 54090 56334 43776 59875 62119 0 X 43776 59875 43776 59875 43776 59875 43776 16099 0 59875 0 59875 20 0 20 0 20 0 0 0 0 20 0 0 false false false false false false false true true OH true false false false false true KEYBANK NA 2168134548 4900 TIEDEMAN RD OH-01-49-0381 BROOKLYN OH 441442302 false false false false true false false false false false false false false false false false false false false false false false KEYBANK N A PO BOX 10099 TOLEDO OH 43617 TRUSTEE 1 651 NONE 0 NONE 0 51884 0 0 51884 0 0 51884 778 51106 2555 2555 20 20 2535 0 2535 0 2535 92213 0 0 0 0 92213 2535 0 0 107895 110247 141092 147765 121025 628024 92213 0 0 0 2535 89678 0 0 717702 0 0 0 0 0 0 107895 609807 110247 141092 147765 121025 89678 MARK FELDSTEIN 405 MADISON AVENUE TOLEDO OH 43604 4192596529 APPLICATION SHOULD BE IN LETTER FORM. NONE NONE MOMS HOUSE 2505 FRANKLIN AVE TOLEDO OH 43610 NONE PC GENERAL OPERATING 1000 TOLEDO REGIONAL CHAMBER OF COMMERCE 300 MADISON AVE 200 TOLEDO OH 43604 NONE PC GENERAL OPERATING 1000 TOLEDO HUMANE SOCIETY 1320 INDIAN WOOD CIRCLE MAUMEE OH 43537 NONE PC GENERAL OPERATING 6000 WGTE PUBLIC MEDIA P O BOX 30 TOLEDO OH 43614 NONE PC GENERAL OPERATING 500 ALZHEIMERS ASSOCIATION 225 N MICHIGAN AVE 17TH FLOOR CHICAGO IL 606017633 NONE PC GENERAL OPERATING 1000 VAL SKINNER FOUNDATION PO BOX 213 BAY HEAD NJ 087420213 NONE PC GENERAL OPERATING 500 COCOON SHELTER PO BOX 1165 BOWLING GREEN OH 434021165 NONE PC GENERAL OPERATING 500 MIRACLE LEAGUE OF NORTHWEST OHIO 811 ELK RIDGE RD NORTHWOOD OH 436192657 NONE PC GENERAL OPERATING 1000 CASA ADVISORY BOARD 1801 SPIELBUSCH AVE TOLEDO OH 43604 NONE PC GENERAL OPERATING 1000 THE SALVATION ARMY 615 SLATERS LN ALEXANDRIA VA 22314 NONE PC GENERAL OPERATING 1000 PROJECT IAM 3851 RIVER RD TOLEDO OH 436144333 NONE PC GENERAL OPERATING 4200 PARKERS PURPOSE 1056 HAZEL ST FREMONT OH 434202115 NONE PC GENERAL OPERATING 700 KALEIDOSCOPE YOUTH CENTER INC PO BOX 8104 COLUMBUS OH 432010104 NONE PC GENERAL OPERATING 500 OHIO UNIVERSITY FOUNDATION PO BOX 869 ATHENS OH 457010869 NONE PC GENERAL OPERATING 10000 MOBILE MEALS OF TOLEDO INC 2200 JEFFERSON AVE TOLEDO OH 436047101 NONE PC GENERAL OPERATING 2500 SYLVANIA AREA FAMILY SERVICES 5440 MARSHALL RD SYLVANIA OH 435602030 NONE PC GENERAL OPERATING 2000 BITTERSWEET INC 12660 ARCHBOLD WHITEHOUSE RD WHITEHOUSE OH 435719566 NONE PC GENERAL OPERATING 1000 LOURDES UNIVERSITY 6832 CONVENT BLVD SYLVANIA OH 435604805 NONE PC GENERAL OPERATING 1000 TOLEDO CLASSIC INC 3400 EXECUTIVE PKWY TOLEDO OH 436061396 NONE PC GENERAL OPERATING 1700 AURORA PROJECT 1035 N SUPERIOR ST TOLEDO OH 436041960 NONE PC GENERAL OPERATING 1500 NATURES NURSERY CENTER FOR WILDLIFE REHA PO BOX 2395 WHITEHOUSE OH 435710395 NONE PC GENERAL OPERATING 1000 COURAGEOUS COMMUNITY SERVICES INC 12701 WATERVILLE SWANTON RD WHITEHOUSE OH 435719551 NONE PC GENERAL OPERATING 4200 TOLEDO ZOOLOGICAL SOCIETY FOUNDATION 2700 BROADWAY ST TOLEDO OH 436093121 NONE PC GENERAL OPERATING 1000 UNITED WAY OF GREATER TOLEDO 1001 MADISON AVE 100 TOLEDO OH 436045535 NONE PC GENERAL OPERATING 2500 JEWISH FEDERATION OF GREATER TOLEDO 6465 SYLVANIA AVE SYLVANIA OH 435603916 NONE PC GENERAL OPERATING 10000 THE ABILITY CENTER 5605 MONROE ST SYLVANIA OH 435602702 NONE PC GENERAL OPERATING 1000 THE UNIVERSITY OF TOLEDO FOUNDATION 4510 DORR ST TOLEDO OH 436154040 NONE PC GENERAL OPERATING 1050 IMPACT OTHERS INC 79 GEORGE AVE NORWALK CT 068515302 NONE PC GENERAL OPERATING 1000 HISTORIC SOUTH INITIATIVE PO BOX 1008 TOLEDO OH 436971008 NONE PC GENERAL OPERATING 1000 ANIMAL RESCUE MISSION PO BOX 461572 W HOLLYWOOD CA 900469572 NONE PC GENERAL OPERATING 500 LOVE SERVING AUTISM INC 11231 US HIGHWAY 1 STE 158 NORTH PALM BEACH FL 334083216 NONE PC GENERAL OPERATING 1000 DELRAY JEWISH LIFE CENTER INC 9729 RENNES LN DELRAY BEACH FL 334462329 NONE PC GENERAL OPERATING 5000 CAMP GOLDEN YEARS 2190 N OLD FAIN RD DEWEY AZ 863274570 NONE PC GENERAL OPERATING 1000 OHIO PAWS WITH PURPOSE 28605 LAKESHORE BLVD WILLOWICK OH 44095 NONE PC WILBUR DOES GOOD FUNDRAISER 600 RONALD MCDONALD HOUSE CHARITIES OF CENTR 711 E LIVINGSTON AVE COLUMBUS OH 432052640 NONE PC GENERAL OPERATING 1000 ALS ASSOCIATION OF NORTHERN OHIO 6133 ROCKSIDE RD 301 INDEPENDENCE OH 44131 NONE PC GENERAL OPERATING 1000 DOWN SYNDROME ASSOC OF GREATER TOLEDO 6910 AIRPORT HWY HOLLAND OH 43528 NONE PC GENERAL OPERATING 1500 FOOD FOR THOUGHT 414 MAIN ST OGUNQUIT ME 03907 NONE PC GENERAL OPERATING 2500 FAMILY HOUSE TOLEDO 669 INDIANA AVE TOLEDO OH 43604 NONE PC GENERAL OPERATING 1000 FOLDS OF HONOR 5910 WILCOX PLACE DUBLIN OH 43016 NONE PC GENERAL OPERATING 1500 LUCAS COUNTY BOARD OF DD 1154 LARC LN TOLEDO OH 43614 NONE PC GENERAL OPERATING 500 LUCAS COUNTY SPECIAL OLYMPICS 1154 LARC LN TOLEDO OH 43614 NONE PC GENERAL OPERATING 750 LEADING FAMILIES HOME 2283 ASHLAND AVE TOLEDO OH 43620 NONE PC GENERAL OPERATING 1000 THE SIGHT CENTER OF NORTHWEST OHIO 1002 GARDEN LAKE PKWY TOLEDO OH 43614 NONE PC GENERAL OPERATING 2500 SUNSHINE INC OF NW OHIO 7223 MAUMEE WESTERN RD MAUMEE OH 43537 NONE PC GENERAL OPERATING 1000 ST JUDE CHILDREN'S HOSPITAL 4950 W KENNEDY BLVD 605 TAMPA FL 33609 NONE PC GENERAL OPERATING 1000 SYLVANIA PREVENTION ALLIANCE 4747 N HOLLAND SYLVANIA RD SYLVANIA OH 43560 NONE PC GENERAL OPERATING 1250 THE BECKY WALKER SCHOLARSHIP 3916 W CORONA ST TAMPA FL 33629 NONE PC GENERAL OPERATING 2500 TOLEDO FOP CHARITIES 255 GRADOLPH ST TOLEDO OH 43612 NONE PC GENERAL OPERATING 500 TOLEDO NEWSBOYS GOODFELLOW ASSOC PO BOX 2032 TOLEDO OH 43604 NONE PC GENERAL OPERATING 500 US HOLOCAUST MEMORIAL MUSEUM 100 RAOUL WALLENBERG PL SW WASHINGTON DC DC 20024 NONE PC GENERAL OPERATING 1000 WASHTENAW COUNTY SHERIFFS OFFICE 2201 HOGBACK RD ANN ARBOR MI 48105 NONE PC GENERAL OPERATING 500 90950 14 1948 FEDERAL TAX REFUND 14 444 2392 2392 false false false false false false false false false false X X 1 MARK FELDSTEIN 405 MADISON AVE TOLEDO OH 43604 106408 X TAX PREPARATION FEE (NON-ALLOC 1050 1050 464287804 ISHARES CORE S&P SMA AT COST 4062 4330 464288646 ISHARES SHORT-TERM C AT COST 1911 1897 464287507 ISHARES CORE S&P MID AT COST 4197 4434 464287200 ISHARES CORE S&P 500 AT COST 36281 37733 464287226 ISHARES CORE US AGGR AT COST 7639 7940 STATE FILING/TAXES PAID 50 0 50 FEDERAL TAX REFUND 444 0