2024-07-24T12:17:38-05:00 2024-04-30 208787232 CPS GROUP CPAS PA 205 EAST ORANGE STREET LAKELAND FL 338014600 990PF 2023-05-01 043663738 DONALD D ROGERS FOUNDATION INC DONA 4103210600 1 W PENNSYLVANIA AVE SUITE 900 TOWSON MD 21240 MICHAEL WAXMAN DIRECTOR 4103210600 2024-07-23 1 MICHAEL WAXMAN 999009999 1 LEVI P GRUVER P01607934 8636881725 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 2251163 X X 59097 59097 150992 473514 150992 210089 210089 0 5000 2500 0 0 3925 1963 0 0 9500 4750 0 0 273 0 0 0 22242 11121 0 0 40940 20334 0 0 157500 157500 198440 20334 0 157500 11649 189755 0 1347 955 955 101952 99595 99595 1390676 1405074 2150613 1493975 1505624 2251163 0 0 X 0 0 0 0 1493975 1505624 1493975 1505624 1493975 1505624 1493975 11649 0 1505624 0 1505624 100 SH INVESCO QQQ TR UNIT SER 1 P 2018-12-14 2023-07-06 36595 13189 23406 23406 475 UNITS ISHARES TRUST 1-3 YR TREASURYS P 2022-06-13 2023-07-06 38300 38978 -678 -678 75 SH MICROSOFT CORP P 2016-11-30 2023-07-06 25468 4520 20948 20948 1365 SH PFIZER INC P 2010-11-11 2023-07-06 48978 24696 24282 24282 1230 SH VERIZON COMMUNICATIONS P 2016-06-21 2023-07-19 41736 45746 -4010 -4010 325 SH MEDTONICS PLC P 2019-05-07 2023-12-26 26788 28986 -2198 -2198 380 SH PNC FINANCIAL SERVICE GROUP COM P 2020-03-05 2023-12-26 58645 46899 11746 11746 297 SH KENVUE INC TEX PAYOUT P 2016-06-21 2024-02-15 5669 3573 2096 2096 500 SH DISCOVER FINL SVCS P 2020-03-05 2024-02-23 61068 32648 28420 28420 600 SH NEXTERA ENERGY INC P 2018-12-14 2024-02-23 34230 27144 7086 7086 60 SH INVESCO QQQ TR UNIT SER 1 P 2018-12-14 2024-03-26 26625 9698 16927 16927 600 SH ISHARES SELECT DIVIDEND ETF P 2016-03-07 2024-04-16 69407 46443 22964 22964 0.199 SH KENVUE INC COM P 2016-06-21 2023-08-24 5 2 3 3 150992 2638 0 2638 0 2638 800 0 0 0 800 0 1838 0 0 0 0 0 0 0 0 0 0 1 1 MD 1 0 0 0 0 1 NONE MAYER GUTTMAN 4103210600 1 W PENNSYLVANIA AVE SUITE 900 TOWSON MD 21204 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MAYER GUTTMAN 1 W PENNSYLVANIA AVE SUITE 900 TOWSON MD 21204 DIRECTOR 1.00 2500 0 0 MICHAEL WAXMAN P O BOX 16747 PLANTATION FL 33318 DIRECTOR 1.00 2500 0 0 NONE 0 NONE 0 0 2115579 92944 0 2208523 0 0 2208523 33128 2175395 108770 108770 2638 2638 106132 0 106132 0 106132 157500 0 157500 106132 0 0 16551 2760 23959 563 25934 69767 157500 0 0 0 106132 51368 0 0 121135 0 0 0 0 0 0 16551 104584 2760 23959 563 25934 51368 X AGUDATH OF ISRAEL OF BALTIMORE 6200 PARK HEIGHTS AVENUE BALTIMORE MD 21215 NONE EXEMPT CHARITABLE 25000 BETH MEDRASH GEHOVA 617 6TH STREET LAKEWOOD NJ 08701 NONE EXEMPT CHARITABLE 20500 BIG CHILDRENS FOUNDATION 2020 W MCNAB RD FT LAUDERDALE FL 33319 NONE EXEMPT CHARITABLE 2500 BROWARD PERFORMANCE ARTS FOUNDATION 201 SW 5TH AVENUE FT LAUDERDALE FL 33312 NONE EXEMPT CHARITABLE 5000 CAMP YESHIVA OF STATEN ISLAND 118 BLOOMINGDALE ROAD STATEN ISLAND NY 10309 NONE EXEMPT CHARITABLE 12000 CATHOLIC CHARITIES 924 G STREET NW WASHINGTON DC 20001 NONE EXEMPT CHARITABLE 5000 CONGREGATION ADATH ISRAEL 4398 CRESTHEIGHTS ROAD BALTIMORE MD 21215 NONE EXEMPT CHARITABLE 13000 CONGREGATION ZICHRON BINYAMIN 701 PRINCETON AVENUE LAKEWOOD NJ 08701 NONE EXEMPT CHARITABLE 35000 CPS CARES 205 EAST ORANGE STREET LAKELAND FL 33801 NONE EXEMPT CHARITABLE 5000 JOHNS HOPKINS UNIVERSITY 3400 N CHARLES AVE BALTIMORE MD 21218 NONE EXEMPT CHARITABLE 10000 RABBI JACOB JOSEPH SCHOOL 400 CASWELL AVENUE STATEN ISLAND NY 10314 NONE EXEMPT CHARITABLE 7000 ROANOKE FESTIVAL IN THE PARK 402 CAMPBELL AVENUE ROANOKE VA 24016 NONE EXEMPT CHARITABLE 5000 SCLERODERMA FOUNDATION 300 ROSEWOOD DRIVE SUITE 105 DANVERS MA 01923 NONE EXEMPT CHARITABLE 2500 TEMPLE BETH EL OF BOCA RATON 333 SOUTHWEST 4TH AVENUE BOCA RATON FL 33432 NONE EXEMPT CHARITABLE 5000 VOLUNTEERS IN SVCE TO THE ELDERLY 1232 E MAGNOLIA ST LAKELAND FL 33801 NONE EXEMPT CHARITABLE 2500 WOMEN ENCOURAGING EMPOWERMENT 50 WALNUT AVE REVERE MA 02151 NONE EXEMPT CHARITABLE 2500 157500 0 59097 150992 0 0 210089 210089 3 N/A 4 N/A 8 N/A 0 0 0 0 0 0 0 0 0 0 ACCOUNTING & TAX PREP 3925 1963 0 0 AIR PRODUCTS AND CHEMICALS 29781 28361 ALPHABET 46163 131712 AMGEN INC 50190 61636 APPLE 9438 74945 BERKSHIRE HATHAWAY CL B 35435 107117 CHUBB LIMITED COM NPV 49932 55944 CISCO SYSTEMS 35461 52852 COMCAST 58793 47637 COSTCO WHOLESALE CORP COM 53869 72290 FIDELITY FLOATING RATE HIGH INC 20000 20759 FIDELITY HIGH YIELD FACTOR ETF 16480 17272 FIRST TR EXCH TRD FD III INSTL PFD 52623 55165 GENERAL DYNAMICS CORP COM 50044 55982 HERSHEY COMPANY COM 53454 54298 HOME DEPOT 62624 86897 INVESCO QQQ TR UNIT SER 1 38793 101902 ISHARES CORE S&P SMALL-CAP IJR 44869 62634 JOHNSON & JOHNSON 27349 40919 JPMORGAN CHASE 39287 95870 LOCKHEAD MARTIN CORP COM 49810 53467 LORD ABBETT SHORT DURATION INC 116500 114511 LORD ABBETT ULTRA SHORT BOND 39575 40057 LORD ABBETT SHORT DURATION HIGH YLD 39675 40254 MCDONALDS 42687 64164 MERCK 18920 49750 MICROSOFT 16573 107066 PEPSICO 25118 45737 PROCTOR & GAMBLE 26651 57120 STARBUCKS 51278 57076 UNITED HEALTH 61110 79810 UNITED PARCEL 41799 56780 VISA 47533 67153 WALMART 53260 93476 ADVISORY FEES - FIDELITY 2023 10740 5370 0 0 ADVISORY FEES - FIDELITY 2024 11502 5751 0 0 LEGAL & ADMINISTRATIVE 9500 4750 0 0 IRS PAYMENT 273 0 0 0