2024-04-12T14:17:28-05:00 2023-12-31 541065763 MARTIN DOLAN & HOLTON LTD 4435 WATERFRONT DRIVE SUITE 200 GLEN ALLEN VA 23060 990PF 2023-01-01 226918170 THE LUBLIN-HUROWITZ CHARITABLE TRUST LUBL 8043345938 309 SANTA CLARA ROAD RICHMOND VA 23229 ROBERTA G LUBLIN TRUSTEE 8043345938 2024-04-01 1 ROBERTA LUBLIN 999009999 0 RICHARD E DOLAN P00817216 8043469595 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 440830 X X 20889 20889 161 161 161 2265 2265 23315 23315 0 0 0 2250 0 0 454 0 0 210 0 0 2914 0 0 25520 25520 28434 0 25520 -5119 23315 12000 10154 10154 264918 265330 301353 52687 52687 47309 -15766 -20180 82014 313839 307991 440830 0 0 X 0 0 0 0 313839 307991 313839 307991 313839 307991 313839 -5119 0 308720 729 307991 CAPITAL GAINS DIVIDENDS P 161 161 161 161 324 0 324 0 324 0 0 0 0 0 0 324 0 0 0 0 0 0 0 0 0 0 1 1 VA 1 0 0 0 0 1 N/A ROBERTA G LUBLIN TRUSTEE 8043345938 309 SANTA CLARA ROAD RICHMOND VA 23229 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 KEITH LUBLIN 1590 TULLY COURT BLOOMFIELD HILLS MI 48302 TRUSTEE 1.00 0 0 0 ROBERTA G LUBLIN 309 SANTA CLARA ROAD RICHMOND VA 23229 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 411314 12075 0 423389 0 0 423389 6351 417038 20852 20852 324 324 20528 0 20528 0 20528 25520 0 25520 20528 0 0 16609 2376 1348 20333 25520 0 0 0 20528 4992 0 0 25325 0 0 0 0 0 0 0 25325 16609 2376 1348 4992 ROBERTA G LUBLIN ROBERTA GLUBLIN 309 SANTA CLARA ROAD RICHMOND VA 23229 8043345938 WRITTEN OR VERBAL APPLICATION NONE NO SUCH LIMITATIONS AMERICAN CANCER SOCIETY 4405 COX ROAD SUITE 110 GLEN ALLEN VA 23060 NOT APPLICABLE PRIVATE GENERAL CHARITY 5000 AMERICAN HEART ASSOCIATION 4217 PARK PLACE CT GLEN ALLEN VA 23060 NOT APPLICABLE PRIVATE GENERAL CHARITY 1000 ARCADIA UNIVERSITY 45O S EASTON ROAD GLENSIDE PA 19038 NOT APPLICABLE PRIVATE GENERAL CHARITY 500 ARTIS NAPLES 5833 PELICAN BAY BLVD NAPLES FL 34108 NOT APPLICABLE PROVATE GENERAL CHARITY 1600 CENTRAL FUND OF ISRAEL 461 CENTRAL AVENUE CEDARHURST NY 11516 NOT APPLICABLE PRIVATE GENERAL CHARITY 500 COLLEGIATE ANNUAL FUND 103 NORTH MOORELAND ROAD RICHMOND VA 23229 NOT APPLICABLE PRIVATE GENERAL CHARITY 500 CONGREGATION BETH AHABAH 1121 WEST FRANKLIN STREET RICHMOND VA 23220 NOT APPLICABLE PRIVATE GENERAL CHARITY 1480 FEED MORE 1415 RHOADMILLER STREET RICHMOND VA 23220 NOT APPLICABLE PRIVATE GENERAL CHARITY 250 HABITAT FOR HUMANITY COLLIER COUNTY 11145 TAMIAMI TRAIL E NAPLES FL 34113 NOT APPLICABLE PRIVATE GENERAL CHARITY 100 HARRY CHAPIN FOOD BANK 3940 PROSPECT AVE STS 101 NAPLES FL 34104 NOT APPLICABLE PRIVATE GENERAL CHARITY 250 HOLOCAUST MUSEUM & COHEN ED CENTER 975 IMPERIAL GOLF COURSE DR ST 108 NAPLES FL 34110 NOT APPLICABLE PRIVATE GENERAL CHARITY 1000 JEWISH FEDERATION OF GREATER NAPLES 2500 VANDERBILT BEACH ROAD SUITE 2201 NAPLES FL 34109 NOT APPLICABLE PRIVATE GENERAL CHARITY 5000 JEWISH FEDERATION OF RICHMOND 5403 MONUMENT AVENUE RICHMOND VA 23226 NOT APPLICABLE PRIVATE GENERAL CHARITY 550 NAPLES BOTANICAL GARDEN 4820 BAYSHORE DRIVE NAPLES FL 34112 NOT APPLICABLE PRIVATE GENERAL CHARITY 90 ODU EDUCATIONAL FOUNDATION 4417 MONARCH WAY FL 4 NORFOLK VA 23529 NOT APPLICABLE PRIVATE GENERAL CHARITY 2000 TEMPLE SHALOM 4630 PINE RIDGE ROAD NAPLES FL 34119 NOT APPLICABLE PRIVATE GENERAL CHARITY 2350 TEMPLE SHIR SHALOM 3999 WALNUT LAKE ROAD WESTBLOOMFIELD MI 48323 NOT APPLICABLE PRIVATE GENERAL CHARITY 1000 TUCKAHOE VOLUNTEER RESCUE SQUAD 1101 HORSEPEN ROAD HENRICO VA 23229 NOT APPLICALE PRIVATE GENERAL CHARITY 100 UNIVERSITY OF MICHIGAN 500 S STATE ST ANN ARBOR MI 48109 NOT APPLICABE PRIVATE GENERAL CHARITY 2000 WEIZMANN INSTITUTE OF SCIENCE 633 THIRD AVENUE NEW YORK NY 10017 NOT APPLICABLE PRIVATE GENERAL CHARITY 250 25520 0 211100 20889 211100 2265 211100 161 23315 0 0 23315 8 SALE OF INVESTMENT IN LIMITED PARTNERSHIP INTEREST. PROCEEDS WILL BE USED TO REINVEST AND GENERATE REVENUE FOR CHARITABLE DONATIONS. 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 2250 0 0 CORPORATE BONDS 52687 47309 CORPORATE STOCK 265330 301353 1600 UNITS ENTERPRISE PRODUCTS -7981 -10789 42160 2888 UNITS ENERGY TRANSFER LTD -7785 -9391 39854 ADJUST CASH RECEIPTS TO 1099 729 BANKING/BROKERAGE FEES 210 0 0 ENTERPRISE PRODUCTS PARTNERS LP-NET SECTION 1231 LOSS -6 -6 -6 ENTERPRISE PRODUCTS PARTNERS LP-MISC. EXPENSE -7 -7 -7 MORGAN STANLEY-NON-DIVIDEND DISTRIBUTIONS 422 422 422 MORGAN STANLEY-FOREIGN TAX PAID -113 -113 -113 ENERGY TRANSFER, L.P.-NET RENTAL REAL ESTATE INCOME 2 2 2 ENERGY TRANSFER, L.P. -ORDINARY BUSINESS INCOME 1253 1253 1253 ENERGY TRANSFER LP-INVESTMENT INTEREST EXPENSE -163 -163 -163 ENERGY TRANSFER LP-CHARITABLE DEDUCTION -2 -2 -2 ENERGY TRANSFER LP-EXCESS BUSINESS INT. EXP. -332 -332 -332 ENERGY TRANSFER LP-MISC. EXP. -7 -7 -7 ENTERPRISE PRODUCTS PARTNERS LP-CHARITABLE CONTRIBUTION -1 -1 -1 ENERGY TRANSFER LP-LONG TERM CAP GAIN -354 -354 -354 ENERGY TRANSFER LP-NET SECTION 1231 LOSS -3 -3 -3 ENTERPRISE PRODUCTS PARTNERS LP- ORD. BUSINESS INCOME 1576 1576 1576 2023 EXCISE TAX 454 0 0