2024-11-15T16:24:37-05:00 2023-12-31 223656240 RONALD A IVANICKI PC 413 SPIER AVE ALLENHURST NJ 077111132 990PF 2023-01-01 226949741 JOEL AND LYNN PERLMUTTER FAMILY FOU PERL 7322409647 1591 BEAVER HOLLOW DR TOMS RIVER NJ 087552101 LYNN PERLMUTTER TRUSTEE 7323410700 2024-11-15 true false RONALD IVANICKI P00398792 7325179933 2024-11-15 2023 2024-10-15 13:58:12Z X 4939523 X X 3514 1996 118567 118567 11324 274161 11324 133405 131887 25000 8750 16250 3525 1718 1807 396 17317 17301 16 46238 27769 18073 100000 100000 146238 27769 118073 -12833 104118 610497 85323 85323 38937 77584 77584 1963487 2756077 2756077 482602 710282 710282 139736 231617 231617 1978 1088 1286 890 890 1607519 1077750 1077750 4844064 4939523 4939523 2268 1795 2796 4063 2796 X 3232482 3858977 1607519 1077750 4840001 4936727 4844064 4939523 4840001 -12833 110560 4937728 1001 4936727 RBC - PUBLICALLY TRADED SECURITIES P 2023-12-31 96327 96584 -257 -257 RBC - PUBLICALLY TRADED SECURITIES P 2023-12-31 136484 126213 10271 10271 RBC - PUBLICALLY TRADED SECURITIES P 2023-12-31 40040 40040 11324 1447 1447 1447 2371 2371 924 924 false false false false false false false true true NJ true false false false false true N/A LYNN PERLMUTTER 7322409647 1591 BEAVER HOLLOW DR TOMS RIVER NJ 08755 false false false false false false false false false false false false false false false false false false false false LYNN PERLMUTTER 1591 BEAVER HOLLOW DR TOMS RIVER NJ 087552101 TRUSTEE 000.00 0 0 0 BRETT RAND 24 OVERLOOK DR JACKSON NJ 08527 TRUSTEE 000.00 0 0 0 DARREN RAND 2020 BROOKWOOD DR TOMS RIVER NJ 08755 TRUSTEE 000.00 0 0 0 JENNIFER PERLMUTTER-RUSSO 1 HAINES COVE DR TOMS RIVER NJ 08753 TRUSTEE 000.00 25000 0 0 JULIE HEISE 500 EAGLE POINT DR TOMS RIVER NJ 087533354 TRUSTEE 000.00 0 0 0 KEVIN RAND 5 ANTIGUA AVENUE TOMS RIVER NJ 08753 TRUSTEE 000.00 0 0 0 STUART PERLMUTTER 33 ROBINHOOD RD MORRIS PLAINS NJ 079503058 TRUSTEE 000.00 0 0 0 TAMMY BREEN 36 HALEY CIRCLE BARNEGAT NJ 08005 TRUSTEE 000.00 0 0 0 NONE NONE N/A 3200162 156177 0 3356339 3356339 50345 3305994 165300 165300 1447 1447 163853 163853 163853 118073 118073 163853 11502 48437 57395 53970 171304 118073 118073 45780 45780 125524 0 125524 14159 57395 53970 X BAYVILLE FIRST AID SQUAD 660 RT 9 BAYVILLE NJ 08721 501(C)(3) SUPPORT VOLUNTEER FIRST AID SQUAD 2000 BAYVILLE VOLUNTEER FIRE COMPANY 645 ATLANTIC CITY BLVD BAYVILLE NJ 08721 501(C)(3) SUPPORT VOLUNTEER FIRE COMPANY 2500 BERKELY TOWNSHIP POLICE FOUNDATION 41 PINE TREE DRIVE BAYVILLE NJ 08721 501(C)(3) SUPPORT POLICE COMMUNITY PROGRAMS 3500 CALLING ALL CATS RESCUE CENTER 1001 FISCHER BLVD TOMS RIVER NJ 08753 501(C)(3) CAT RESCUE OCEAN COUNTY NJ 1500 DOTTIES HOUSE PO BOX 4002 BRICK NJ 08723 501(C)(3) SUPPORT WOMEN AND CHILDREN 2000 EAST DOVER VOLUNTEER FIRE COMPANY 629 FISCHER BLVD TOMS RIVER NJ 08753 501(C)(3) SUPPORT VOLUNTEER FIRE COMPANY 2500 FULLFILL PEOPLES PANTRY 1769 HOOPER AVE TOMS RIVER NJ 08753 501(C)(3) HUNGER ASSISTANCE 6000 HACKENSACK MERIDIAN HEALTH FOUNDAT 1340 CAMPUS PARKWAY NEPTUNE NJ 07753 501(C)(3) SUPPORT MEDICAL PROGRAMS 4000 HOPE SHEDS LIGHT 253 CHESTNUT STREET TOMS RIVER NJ 08753 501(C)(3) ASSIST WITH ADDICTION AWARENESS 2000 IMMANUEL BIBLE CHURCH 1244 WEST FARMS ROAD HOWELL NJ 07731 501 (C)(3) SUPPORT CHURCH COMMUNITY PROGRAMS 3000 INSPIRE NJ 1330 ROUTE 70 MANCHESTER NJ 08759 501(C)(3) FEED & SUPPORT COMMUNITY 3000 INTERFAITH HOSPITALITY NETWORK 71 SUMMIT AVE SUMMIT NJ 07901 501 (C)(3) ASSISTANCE TO LOW-INCOME FAMILIES 2500 JACKSON MILLS VOLUNTEER FIRE COMPAN 465-B N COUNTY LINE RD JACKSON NJ 08527 501(C)(3) SUPPORT VOLUNTEER FIRE COMPANY 2500 JACKSON TOWNSHIP FIRST AID SQUAD PO BOX 516 JACKSON NJ 08527 501(C)(3) SUPPORT VOLUNTEER FIRST AID SQUAD 2000 JACKSON TOWNSHIP POLICE FOUNDATION 102 JACKSON DR JACKSON NJ 08527 501(C)(3) SUPPORT POLICE COMMUNITY PROGRAMS 4000 LACEY MUNICIPAL POLICE FOUNDATION 808 LACEY RD FORKED RIVER NJ 08731 501(C)(3) SUPPORT POLICE COMMUNITY PROGRAMS 3500 LACEY TOWNSHIP EMS PO BOX 289 FORKED RIVER NJ 08731 501(C)(3) SUPPORT VOLUNTEER FIRST AID SQUAD 2000 LANOKA HARBOR VOLUNTEER FIRE COMPAN 2 WARREN AVE LANOKA HARBOR NJ 08734 501(C)(3) SUPPORT VOLUNTEER FIRE COMPANY 2500 MANCHESTER TOWNSHIP POLICE FOUNDAT 1 COLONIAL DR MANCHESTER NJ 08759 501(C)(3) SUPPORT POLICE COMMUNITY PROGRAMS 4000 MANCHESTER VOLUNTEER FIRE COMPANY 545 COMMONWEALTH BLVD TOMS RIVER NJ 08757 501(C)(3) SUPPORT VOLUNTEER FIRE COMPANY 2000 OCEAN HARBOR HOUSE 2445 WINDSOR AVENUE TOMS RIVER NJ 08754 501 (C)(3) YOUTH SHELTER 2500 OCEAN OF LOVE 1709 HWY 37 EAST TOMS RIVER NJ 08753 501 (C)(3) SUPPORT FOR CHILDREN WITH CANCER 3000 OCEAN TOWNSHIP PBA 371 50 RAILROAD AVE WARETOWN NJ 08758 501(C)(3) SUPPORT POLICE COMMUNITY PROGRAMS 3000 PROVIDENCE HOUSE CATHOLIC PO BOX 414 WHITING NJ 08759 501 (C)(3) ASSIST VICTIMS OF DOMESTIC ABUSE 3000 RWJ BARNABAS HEALTH FOUNDATION 95 OLD SHORT HILLS RD WEST ORANGE NJ 07052 501(C)(3) SUPPORT MEDICAL PROGRAMS 3000 SCHI 812 EAST COUNTY LINE RD LAKEWOOD NJ 08701 501 (C)(3) SPECIAL EDUCATION 2500 STAFFORD FIRE DEPT FOUNDATION 133 STAFFORD AVE MANAHAWKIN NJ 08050 501(C)(3) SUPPORT VOLUNTEER FIRE COMPANY 2500 STAFFORD TOWNSHIP EMS PO BOX 403 MANAHAWKIN NJ 08050 501(C)(3) SUPPORT VOLUNTEER FIRST AID SQUAD 2000 STAFFORD TOWNSHIP POLICE 260 EAST BAY AVE MANAHAWKIN NJ 08050 501(C)(3) SUPPORT POLICE COMMUNITY PROGRAMS 4000 TOMS RIVER FIELD OF DREAMS 1511 N BAY AVE TOMS RIVER NJ 08753 501(C)(3) COMMUNITY COMPLEX FOR SPECIAL NEEDS 2000 TOMS RIVER POLICE FOUNDATION 255 OAK ROAD TOMS RIVER NJ 08754 501(C)(3) SUPPORT POLICE COMMUNITY PROGRAMS 11000 WARETOWN VOLUNTEER FIRE COMPANY 117 WELLS MILL RD WARETOWN NJ 08758 501(C)(3) SUPPORT VOLUNTEER FIRE COMPANY 2500 WARETOWN VOLUNTEER FIRST AID PO BOX 428 WARETOWN NJ 08758 501(C)(3) SUPPORT VOLUNTEER FIRST AID SQUAD 2000 100000 14 3514 14 118567 18 11324 133405 133405 false false false false false false false false false false NOTEBOOK COMPUTER 2021-03-26 1978 692 S/L 5.0000 396 AB HIGH INCOME FD 101703 101703 EATON VANCE GLOBAL 43534 43534 INVESCO EXCHANGE TRADED FD 44913 44913 JP MORGAN TR I 54292 54292 NUVEEN INVT TR V 57708 57708 PACIFIC FDS PIMCO FDS 65980 65980 RIVERNORTH FDS 111785 111785 PAYDEN INVT GROUP 68497 68497 ARISTOTLE FDS 55370 55370 VICTORY PORTFOLIO 106500 106500 ABBVIE INC 316 SHS AMERICAN ELECTRIC 700 SHS 56854 56854 AMGEN INC 211 & 270 SHS 77765 77765 APPLE INC 348 & 388 SHS 74702 74702 AT&T 2275 & 4067 SHS 68244 68244 BLACKROCK 59 & 80 SHS 64944 64944 CHEVRON CORP 371 & 362 SHS 53996 53996 CISCO 858 & 1143 SHS 57744 57744 COCA COLA 764 & 1032 SHS 60816 60816 CVS HEALTH 431 & 799 SHS 63089 63089 DOMINION ENERGY 531 & 1117 SHS 52499 52499 DUKE ENERGY 407 & 640 SHS 62106 62106 ECOLAB 288 & 375 SHS 74381 74381 EXXON MOBIL 559 & 594 SHS 59388 59388 GENERAL DYNAMICS 223 & 285 SHS 74006 74006 GILEAD SCIENCES 676 & 784 SHS 63512 63512 HOME DEPOT 145 & 190 SHS 65844 65844 HONEYWELL INTL 228 & 325 SHS 68156 68156 IBM 323 & 412 SHS 67383 67383 JP MORGAN CHASE 482 & 479 SHS 81478 81478 LOCKHEED MARTIN 112 & 132 SHS 59828 59828 MCDONALDS CORP 179 & 218 SHS 64639 64639 METLIFE 694 SHS MICROSOFT 160 & 224 SHS 84233 84233 NEXTERA ENERGY 596 & 858 SHS 52115 52115 PEPSICO 247 & 314 SHS 53330 53330 PNC FINANCIAL 236 & 427 SHS 66121 66121 PROCTER & GAMBLE 409 SHS 59935 59935 PRUDENTIAL 386 SHS STARBUCKS 493 & 633 SHS 60774 60774 TEXAS INSTRUMENTS 255 & 351 SHS 59831 59831 TRUIST FINANCIAL 744 & 1858 SHS 68597 68597 UNION PACIFIC 198 & 254 SHS 62387 62387 UNITEDHEALTH GROUP 100 & 126 SHS 66335 66335 US BANCORP 833 & 1473 SHS 63751 63751 VERIZON 856 & 1724 SHS 64995 64995 VISA INC 205 & 265 SHS 68993 68993 WILLIAMS COMPANIES 1731 SHS 60291 60291 CLOROX CO 296 & 390 SHS 55610 55610 EXCEL ENERGY 665 & 1022 SHS 63272 63272 GSK PLC 1661 SHS 61557 61557 MEDTRONICS 462 & 719 SHS 59231 59231 RESTAURANT BRANDS 780 & 768 SHS 60004 60004 GLOBAL X FDS 23604 23604 INVESCO EXCHANGE TRADED FD 45888 45888 JP MORGAN EXCHANGE TRADED 32713 32713 JANUS INVESTMENT FD 91136 91136 77584 77584 CROWN CASTLE INTERNATIONAL 234 SHS FMV 61051 61051 DIGITAL REALTY TRUST 289 SHS FMV 63925 63925 BLACKROCK MULTIASSET INCOME FMV 106641 106641 1978 1088 890 890 BENEFICIAL INTEREST IN TRUST 1607519 1077750 1077750 DEFERRED PROVISION 1001 EXPENSES INVESTMENT FEES 17301 17301 GENERAL EXPENSES 16 16 CHANGE IN VALUE OF BENEFICIAL INTEREST 38580 UNREALIZED GAINS ON SECURITIES 71980 DEFERRED EXCISE TAXES 1795 2796 PAYROLL TAXES 2780 973 1807 FOREIGN TAXES PAID 745 745