2024-05-03T10:24:12-04:00 2023-12-31 273592604 LEVY TAX AND CONSULTING LLC 1040 CROWN POINTE PKWY STE 775 ATLANTA GA 303387701 990PF 2023-01-01 586036725 ABRAMS FOUNDATION INC ABRAMS ABRA 7703996975 7525 PRINCETON TRACE NE ATLANTA GA 30328 J ANDREW ABRAMS PRESIDENT 2024-05-03 true JAMES ABRAMS XXX-XX-XXXX true SAM LEVY P00327891 7708043199 2024-05-03 2023 2023-04-26 12:10:37Z X 883482 X X 61 61 61 19905 19905 19905 -14589 167221 6196 5377 26162 19966 1500 1500 4256 4256 847 847 6603 6603 0 56800 56800 63403 6603 56800 -58026 19559 19966 95055 158022 158022 603334 472576 725460 698389 630598 883482 45761 34800 45761 34800 X 20000 20000 632628 575798 652628 595798 698389 630598 652628 -58026 1196 595798 595798 6196 272 272 272 272 false false false false false false false true true true false false false false true N/A J ANDREW ABRAMS 7703996975 7525 PRINCETON TRACE NE ATLANTA GA 30328 false false false false false false false false false false false false false false false false false false false false J ANDREW ABRAMS 7525 PRINCETON TRACE NE ATLANTA GA 30328 PRESIDENT 0.15 0 0 0 ALAN R ABRAMS 4631 MURPHY MILL COURT MARIETTA GA 30062 VICE PRESIDE 0.04 0 0 0 NONE NONE N/A 876555 67875 883482 1827912 1827912 27419 1800493 90025 90025 272 272 89753 89753 89753 56800 56800 89753 19436 4009 6000 5195 4141 19345 56800 19436 37364 19345 19345 33044 X ATLANTA AREA COUNCIL - BOY SCOUTS 1800 CIRCLE 75 PKWY ATLANTA GA 30339 NONE PC CHARITABLE 500 ATLANTA COMMUNITY FOOD BANK 3400 N DESERT DRIVE EAST POINT GA 30344 NONE PC CHARITABLE 3000 ATLANTA JEWISH FEDERATION 1440 SPRING STREET NW ATLANTA GA 30309 NONE PC CHARITABLE 1000 ATLANTA SYMPHONY ORCHESTRA 1280 PEACHTREE ST NE ATLANTA GA 30309 NONE PC CHARITABLE 1500 COLUMBIA COLLEGE 622 W 113TH STREET NEW YORK NY 10025 NONE PC CHARITABLE 1500 EMORY UNIVERSITY 201 DOWMAN DR ATLANTA GA 30322 NONE PC CHARITABLE 4000 FAMILIES FIRST 1105 W PEACHTREE STREET ATLANTA GA 30309 NONE PC CHARITABLE 10000 HABITAT FOR HUMANITY 824 MEMORIAL DR SE ATLANTA GA 30316 NONE PC CHARITABLE 1000 HISTORIC OAKLAND FOUNDATION 248 OAKLAND AVE SE ATLANTA GA 30312 NONE PC CHARITABLE 1000 TEMPLE KEHILLAT CHAIM 1145 GREEN STREET ROSWELL GA 30075 NONE PC CHARITABLE 19000 THE ROYAL OAK FOUNDATION 20 WEST 44TH STREET NEW YORK NY 10036 NONE PC CHARITABLE 1000 THE CARTER CENTER 453 FREEDOM PARKWAY ATLANTA GA 30307 NONE PC CHARITABLE 1500 THE TEMPLE 1589 PEACHTREE ST NE ATLANTA GA 30309 NONE PC CHARITABLE 2800 THE WILLIAM BREMAN JEWISH HOME 3150 HOWELL MILL ROAD ATLANTA GA 30327 NONE PC CHARITABLE 1000 UNIVERSITY OF NOTRE DAME 400 MAIN BUILDING NOTRE DAME IN 46556 NONE PC CHARITABLE 8000 56800 61 14 19905 -14589 19905 -14528 5377 false false false false false false false false false false ACCOUNTING FEES 1500 1500 DOUBLELINE TOTAL RETURN BOND PURCHASE 2023-10 50037 68098 -18061 EATON VANCE FLOATING RATE PURCHASE 2023-03 23461 26072 -2611 INVSC ULTRA SHORT DURATION PURCHASE 2023-03 47083 47665 -582 INVSC BLULLETSHARES 2023 2022-07 PURCHASE 2023-12 40444 39975 469 398 TECHNOLOGY SELECT SECTOR AT COST 24782 76607 1035.3630 BARON GROWTH FUND AT COST 85291 112375 1200 VANGUARD DIVIDEND APPR AT COST 70386 204480 1908 INVSC BULLETSHARES 2023 AT COST 1927 INVSC BULLETSHAR 2024 AT COST 40015 40245 1954 INVSC BULLETSHARES 2025 AT COST 40040 39969 2853.59 EATON VANCE FLOATING AT COST 3207 FPA CRESCENT FUND AT COST 79409 123871 550 ISHARES US PREFERRED AT COST 20335 17155 6002 DOUBLELINE TOTAL RETURN AT COST 847 VANGUARD SHORT TERM AT COST 67448 65532 950 INVESCO ULTRA SHORT AT COST 212 VANGUARD SMALL CAP ETF AT COST 44870 45226 VOID 2021 UNCLEARED TRANSACTION 1196 UNCLEARED CHECKS 45761 34800 INVESTMENT ADVISORY FEES 4256 4256 TAXES 847 847