2024-05-09T22:01:44-04:00 2023-12-31 THOMAS LADD CPA 7050 SUNSET DRIVE S UNIT 201 SOUTH PASADENA FL 337078817 990PF 2023-01-01 886618241 ANDOR AND JUDITH SZENTIVANYI CHARITABLE TR ANDO 8132290064 403 EAST MADISON STREET 3 TAMPA FL 33602 HARVEY SCHONBRUN TRUSTEE 8132290064 2024-05-08 true HARVEY SCHONBRUN XXX-XX-XXXX false THOMAS L LADD CPA P00446029 7273459273 2024-05-09 X 2023 2023-04-26 12:10:37Z X X 319412 X X 187 187 187 9319 9109 9319 -733 7943 471 8773 9767 9506 5000 5000 1725 1725 44 2995 2995 9764 9720 0 8000 8000 17764 9720 8000 -8991 47 9506 55013 267 267 3430 3430 28734 20058 23257 220484 271485 292458 304231 295240 319412 0 X 304231 295240 304231 295240 304231 295240 304231 -8991 295240 295240 471 1 1 1 1 false false false false false false false true true FL true false false false false true N/A HARVEY SCHONBRUN 8132290064 403 EAST MADISON STREET 3 TAMPA FL 33602 false false false false false false false false false false false false false false false false false false false false HARVEY SCHONBRUN 403 EAST MADISON STREET 3 TAMPA FL 33602 TRUSTEE 5.00 5000 0 0 NONE NONE N/A 39417 31204 292458 363079 363079 5446 357633 17882 17882 1 1 17881 17881 17881 8000 8000 17881 7316 8000 7316 684 17197 X CONGREGATION RODEPH SHOLOM 2713 BAYSHORE BLVD TAMPA FL 33629 RELIGIOUS AND FAMILY SUPPORT 8000 8000 14 187 14 9109 210 14 471 -1204 9767 -994 8773 false false false false false false false false false false INDIRECT ACCOUNTING FEES 1725 1725 32 SH ARISTA NETWORKS INC 2022-01 PURCHASE 2023-06 4969 4586 383 144 SH FORD MOTOR CO 2022-01 PURCHASE 2023-06 2075 3122 -1047 24 SH VICTORIAS SECRET & CO 2021-06 PURCHASE 2023-06 428 968 -540 APA CORP 2393 2476 CONOCOPHILLIPS 3618 4643 DEVON ENERGY CORP 5140 5572 DIAMONDBACK ENERGY INC 5062 6048 MARATHON OIL CORP 3845 4518 ARISTA NETWORKS INC FORD MOTOR CO VICTORIAS SECRET & CO AMERICAN MUTUAL CL F3 AT COST 23836 29612 POLEN GROWTH INSTL CL AT COST 5482 4263 ISHARES S&P MID CAP 400 GROWTH ETF AT COST 13155 18537 ISHARES S&P 500 GROWTH ETF AT COST 12299 19226 INVESCO QQQ ETF AT COST 11206 21705 SPDR S&P 500 ETF AT COST 13454 20438 PACER US SMALL CAP CASH AT COST 11000 13544 PACER CASH COWS 100 ETF AT COST 11005 12010 FIRST TRUST CAP STRENGTH ETF AT COST 21977 23932 JOHN HANCOCK BOND CL R6 AT COST 64931 56335 PGIM TOTAL RETURN BOND CL R6 AT COST 62483 52711 PGIM SHORT DURATION HIGH YIELD INC AT COST 20657 20145 EXPENSES BROKERAGE MANAGEMENT FEE 2995 2995 FEDERAL EXCISE TAX PAID 44