2025-02-28T12:06:56-05:00 2024-12-31 650878181 DIPASQUALE & ASSOCIATES PA 14345 SUNSET LANE FORT LAUDERDALE FL 33330 990PF 2024-01-01 263355557 HAROLD PLOTNEK CHARITABLE FOUNDATIO HARO 3018074826 6701 DEMOCRACY BLVD SUITE 300 BETHESDA MD 20817 JAY KAUFMAN VP/DIR/S/T 2025-02-17 true true TARA A DIPASQUALE P00311316 9542527200 2025-02-17 2024 2025-03-06 01:10:19Z X 562280 X X 208 208 208 11561 11561 11561 27898 76219 14580 39667 26349 11769 3000 3000 201 201 3450 3450 6651 6651 0 26300 26300 32951 6651 26300 6716 19698 11769 40879 51363 51363 5838 9911 9911 420634 412793 501006 467351 474067 562280 0 X 467351 474067 467351 474067 467351 474067 467351 6716 474067 474067 14580 274 274 274 274 false false false false false false true true MD true false false false false true N/A JAY KAUFMAN 3018074826 6701 DEMOCRACY BLVD 300 BETHESDA MD 20817 false false false false false false false false false false false false false false false false false false false false AVRIL PLOTNEK 6701 DEMOCRACY BLVD 300 BETHESDA MD 20817 PRES/DIR 000.00 0 0 0 DAVID PLOTNEK 6701 DEMOCRACY BLVD 300 BETHESDA MD 20817 VP/DIR 000.00 0 0 0 BERNICE KAUFMAN 6701 DEMOCRACY BLVD 300 BETHESDA MD 20817 VP/DIR 000.00 0 0 0 JAY KAUFMAN 6701 DEMOCRACY BLVD 300 BETHESDA MD 20817 VP/DIR/S/T 10.00 0 0 0 NONE NONE N/A 529933 48621 0 578554 578554 8678 569876 28494 28494 274 274 28220 28220 28220 26300 26300 28220 9984 7991 27803 45778 26300 26300 1920 1920 43858 0 8064 35794 7991 27803 X ALZHEIMER'S DRUG DISCOVERY FOUNDATI 57 W 57TH STREET STE 904 NEW YORK NY 10019 CHARITABLE CONTRIBUTION 1000 TULANE UNIVERSITY 6823 ST CHARLES AVENUE NEW ORLEANS LA 70118 CHARITABLE CONTRIBUTION 1000 UNIVERSITY OF MARYLAND 1113 MITCHELL BUILDING COLLEGE PARK MD 20742 SCHOLARSHIP 4000 CHABAD OF POTOMAC VILLAGE 10500 BURBANK DR POTOMAC MD 20854 CHARITABLE CONTRIBUTION 1800 MONTGOMERY HOSPICE INC 1355 PICCARD DR STE 100 ROCKVILLE MD 20850 CHARITABLE CONTRIBUTION 6000 ARTISTS 4 ISRAEL 1060 S COCHRAN AVE LOS ANGELES CA 90019 CHARITABLE CONTRIBUTION 1500 INSIGHT THROUGH EDUCATION INC 119 ST MARTIN DRIVE PB GARDENS FL 33418 CHARITABLE CONTRIBUTION 1000 FRIENDS OF THE BASS INC 2100 COLLINS AVENUE MIAMI BEACH FL 33139 CHARITABLE CONTRIBUTION 10000 26300 208 11561 27898 39667 39667 false false false false false false false false false false INDIRECT ACCOUNTING FEES 3000 3000 VANGUARD DIVIDEND APPRECIATION 2020-02 PURCHASE 2024-10 3139 2084 1055 PGIM TOTAL RETURN BOND FUND CL Z 2020-02 PURCHASE 2024-10 4000 4908 -777 131 DELAWARE DIVERSIFIED INCOME FUND INS 2021-03 PURCHASE 2024-10 2000 2389 -357 32 JP MORGAN EQUITY INCOME 2015-10 PURCHASE 2024-10 11000 5745 5255 LORD ABBETT SHORT DURATION INCOME PURCHASE 17000 18673 -1620 53 GS GQG PARTNERS INTL OPPS FD CL 2021-03 PURCHASE 2024-10 4500 3664 836 CLEARBRIDGE LARGE CAP GROWTH FUND CL 2016-06 PURCHASE 2024-10 10000 4779 5221 FIRST EAGLE GLOBAL FUND 2011-10 PURCHASE 2024-10 7000 4604 2396 NATIXIS GATEWAY FUND CL 2010-03 PURCHASE 2024-10 3000 1691 1309 MERRILL LYNCH BROKERAGE 412793 501006 EXPENSES BANK FEES 3450 3450 INDIRECT TAXES/LICENSES 201 201