2026-05-27T06:31:37-07:00 2025-12-31 226211088 Dolan Bell Lautner & Gilbert CPAs 24 Nautilus Dr Ste 9 10 Manahawkin NJ 08050 990PF 2025-01-01 223603326 DAVID & VELDA LEVITSKY & MILTON STOTTER FOUNDATION INC DAVI 8568029861 133 COUNTRY CLUB DRIVE MOORESTOWN NJ 08057 SUSAN KAUFMAN Trustee 2026-05-27 true Shannon B Lautner P00474006 6099788600 2025 2025-03-06 01:10:19Z X 967630 X X 3436 3436 3436 24346 24346 24346 57878 244433 57878 41 448 86108 85660 27823 2500 146 31 2677 0 0 40000 40000 42677 0 40000 43431 85660 27823 30406 127014 127014 25103 25166 25166 74647 627124 708663 708663 91345 106787 106787 848625 967630 967630 0 X 848625 967630 848625 967630 848625 967630 848625 43431 75950 968006 376 967630 62.5670 AB INCOME FUND ADVISORS P 2024-12-02 2025-06-16 396 398 -2 -2 .66666 UNILEVER PLC P 2025-12-09 2025-12-09 43 43 43 75000 BEAL BANK USA CD P 2025-09-29 2025-12-10 75000 75000 50000 GOLDMAN SACHS BK USA CD P 2025-06-16 2025-09-24 50000 50000 25000 STATE BANK OF INDIA CD P 2025-06-16 2025-12-22 25000 25000 WELLS FARGO #4732 LT COVERED P 2024-06-03 2025-06-16 2243 2605 -362 -362 WELLS FARGO #4732 LT UNCOVERED P 2024-07-01 2025-07-03 86684 27864 58820 58820 800 AB INCOME FUND ADVISORS P 2002-07-09 2025-06-16 5067 5688 -621 -621 57878 41 1191 1191 1191 1206 1206 X 15 0 0 false false false false false false false true true true false false false false true N/A SUSAN KAUFMAN 8568029861 133 COUNTRY CLUB DRIVE MOORESTOWN NJ 08057 false false false false false false false false false false false false false false false false false false false false false false SUSAN KAUFMAN 133 COUNTRY CLUB DR MOORESTOWN NJ 08057 Trustee 0.00 0 MARK LEVITSKY 21 SILVERBROOK DRIVE BRIDGETON NJ 08302 Trustee 0.00 0 NONE NONE 848235 48457 0 896692 0 896692 13450 883242 44162 44162 1191 1191 42971 42971 42971 40000 40000 42971 31212 40000 31212 0 8788 34183 X JEWISH FEDERATION CUMBERLAND COUNTY 3071 E CHESTNUT AVE STE E13 VINELAND NJ 08361 NC GENERAL SUPPORT 5000 TEMPLE BETH HILLEL ABRAHAM SYNAGOGU PO BOX 2205 VINELAND NJ 08362 PC GENERAL SUPPORT 30000 ASSN HUMANE SOCIETIES SOUTH 1244 N DELSEA DR VINELAND NJ 08360 POF GENERAL SUPPORT 5000 40000 14 3436 14 24346 14 1193 57878 ENTERPRISE K-1 -745 28975 57133 86108 false false false false false false false false false false 2500 0 0 0 ALTRIA GROUP INC 11532 11532 ANNALY CAP MGMT 13975 13975 BRITISH AMERN TOB PLC 11324 11324 COMCAST CORP 8967 8967 CONCENTRA GROUP HLDGS 5904 5904 CONSTELLATION ENERGY CORP 29321 29321 DUKE ENERGY CORP 15589 15589 ELI LILLY & CO 134335 134335 ENTERPRISE PRODUCTS PARTNERS 9618 9618 EXELON CORP 10897 10897 EXXON MOBIL CORP 36102 36102 FULTON FINANCIAL CORP 50181 50181 MEDTRONIC PLC MDT 9606 9606 MFA FINL INC 11638 11638 MICROSOFT CORP 96724 96724 NEWMONT CORP 39241 39241 NUTRIEN LTD 12344 12344 ORACLE CORPORATION 19491 19491 PFIZER INCORPORATED 8715 8715 STAR GROUP LP 106892 106892 UNILEVER PLC SPONMS ADR 17396 17396 VERIZON COMMUNICATIONS 12219 12219 WETERHAEUSER CO 7107 7107 BECTON DICKINSON & CO 19407 19407 MAGNUM ICE CREAM CO NV 951 951 ONEOK INC NEW 9187 9187 WELLS FARGO AT COST AB INCOME FUND ADVISRO FMV FIDELITY TREASURY PORT FMV 55743 55743 FIRST EAGLE GLOBAL INC FMV 17830 17830 FIRST EAGLE GOLD INC FMV 26764 26764 TEMPLETON EMERGING MARKETS INC FD FMV 6450 6450 FNMA 94 61 E MULTICLASS COM FMV FEDERAL INCOME TAX 362 LICENSES AND PERMITS 31 ENTERPRISE K-1 -745 Other Investment Income 1193 NON DIV'D DISTRIBUTIONS 1863 TAX EXEMPT INTEREST 747 FOREIGN TAX PAID 146