2025-04-12T09:52:51-05:00 2024-12-31 113830721 FRANCIS J APRIL CPA LLC 801 ROUTE 73 NORTH STE H MARLTON NJ 08053 990PF 2024-01-01 236413811 BETTY A AND D WALTER COHEN FOUNDATION BETT 6094628034 943 RANDOLPH DRIVE YARDLEY PA 19067 JANE MILLNER TRUSTEE 6094628034 2025-04-12 1 1 FRANCIS J APRIL P00133864 8567970088 X 2024 2025-03-06 01:10:19Z X 2272634 X X 36938 36938 36938 112936 474619 112936 443 149874 149874 37381 39150 39150 39150 0 7750 7750 7750 0 15756 15756 15756 0 621 621 621 0 1995 1995 1995 0 65272 65272 65272 0 257378 257378 322650 65272 65272 257378 -172776 84602 0 43274 44326 44326 1584377 1409742 2227487 1087 821 821 1628738 1454889 2272634 0 0 X 0 0 0 0 1628738 1454889 1628738 1454889 1628738 1454889 1628738 -172776 0 1455962 1073 1454889 NATIONAL FINANCIAL P 9016 8573 443 443 NATIONAL FINANCIAL P 420875 353110 67765 67765 CAPITAL GAINS DIVIDENDS P 44728 44728 44728 112936 443 1176 0 1176 0 1176 0 0 0 0 0 66 1242 0 0 0 0 0 0 0 0 0 0 0 1 PA 1 0 0 0 0 1 N/A JANE MILLNER 6094628034 943 RANDOLPH DRIVE YARDLEY PA 19067 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JANE MILLNER 943 RANDOLPH DRIVE YARDLEY PA 19067 TRUSTEE 10.00 39150 0 0 NONE 0 NONE 0 0 2191089 43800 0 2234889 0 0 2234889 33523 2201366 110068 110068 1176 1176 108892 0 108892 0 108892 257378 0 257378 108892 0 0 14094 149362 113404 276860 257378 0 0 0 108892 148486 0 0 425346 0 0 0 0 0 0 0 425346 14094 149362 113404 148486 1962-02-02 JANE MILLNER X ABRAMS HEBREW ACADEMY 31 W COLLEGE AVE YARDLEY PA 19067 UNRESTRICTED USE 6800 ACLU OF PA PO BOX 60173 PHILADELPHIA PA 19102 UNRESTRICTED USE 500 CONGREGATION KOL EMET 1360 OXFORD VALLEY RD MORRISVILLE PA 19067 UNRESTRICTED USE 158558 CONGREGATION MIKVEH ISRAEL 44 NORTH 4TH STREET PHILADELPHIA PA 19106 UNRESTRICTED USE 1800 CHILD MIND INSTITUTE 215 E 50TH ST NEW YORK NY 10022 UNRESTRICTED USE 500 FOUNDATION FOR SELF LEADERSHIP PO BOX 3776 OAK PARK IL 60303 UNRESTRICTED USE 10000 CROHN'S & COLITIS FOUNDATION 733 THIRD AVE STE 510 NEW YORK NY 10017 UNRESTRICTED USE 100 JEFFERSON HEALTH 111 S 11TH ST PHILADELPHIA PA 19107 UNRESTRICTED USE 25000 CURE ALZHEIMER'S FUND 34 WASHINGTON ST STE 830 WELLESLEY HILLS MA 02481 UNRESTRICTED USE 100 GEORGE SCHOOL 1690 LANGHORNE NEWTOWN RD NEWTON PA 18940 UNRESTRICTED USE 1000 JEWISH FEDERATION 2001 MARKET ST STE 2300 PHILADELPHIA PA 19103 UNRESTRICTED USE 47800 PENNSBURY KIDS 2122 N CRESCENT BLVD YARDLEY PA 19067 UNRESTRICTED USE 500 MAKE A WISH 5 VALLEY SQUARE 210 BLUE BELL PA 19422 UNRESTRICTED USE 500 NAAFA PO BOX 61586 LAS VEGAS NV 86106 UNRESTRICTED USE 500 PENN RYAN SCHOOL 235 S OLDS BLVD FAIRLESS HILLS PA 19030 UNRESTRICTED USE 2000 NOVA 2370 YORK RD STE B1 JAMISON PA 18929 UNRESTRICTED USE 1000 RESCUE MISSION OF TRENTON 98 CARROLL ST TRENTON NJ 08609 UNRESTRICTED USE 500 99 PLEDGES 555 BRYANT ST 400 PALO ALTO CA 94301 UNRESTRICTED USE 220 257378 0 14 36938 18 112936 0 149874 0 149874 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 7750 7750 7750 0 APPLE INC 11933 104006 BERKSHIRE HATHAWAY SERIES B 65180 165900 JOHNSON CONTROLS 20269 90266 MEDTRONIC PLC 32756 33457 TE CONNECTIVITY LTD 13961 71462 COLUMBIA CONTRARIAN CORE 47338 60760 COLUMBIA DIVIDEND INCOME FD 75432 99293 JANUS HENDERSON BALANCED FD 73124 94936 JP MORGAN EMERGING MARKETS 10953 12380 JP MORGAN GROWTH ADVANTAGE 76396 128297 PIMCO INCOME FD 171283 157004 COHEN & STEERS INFRASTRUCTURE 40844 46886 JANUS HENDERSON ENTERPRISE FUND 55121 59987 TESLA INC 5490 172843 DODGE & COX STOCK 100394 128402 JP MORGAN HEDGED EQUITY 75385 124970 AMAZON 63474 138654 CRISPR THERAPEUTICS 14496 6219 COLUMBIA DIVIDEND INCOME S 23936 36768 AMERICAN NEW PERSPECTIVE 102937 140044 AMERICAN NEW WORLD 118248 132008 INVESCO UNIT TRS UNIT 2266 BUYBACK 30775 39074 INVESCO EXCHANGE TRADED SELF INX 69737 71711 FT UNIT 11190 SELECT DSIP 50790 53955 CAPITAL GROUP GLOBAL GROWTH 18186 17812 ISHARES TR CORE MSCI 41304 40393 DIVIDEND RECEIVABLE 1087 821 821 NONDIVIDEND DISTRIBUTIONS 1073 ADMIN EXPENSES 1980 1980 1980 0 STATE CHARITABLE REGISTRATION 15 15 15 0 INVESTMENT ADVISORY 15756 15756 15756 0 FOREIGN TAX WITHHELD ON DIVIDENDS 621 621 621 0