2025-10-07T07:05:18-05:00 2024-12-31 882730877 CHERRY BEKAERT ADVISORY LLC 6116 EXECUTIVE BLVD STE 600 ROCKVILLE MD 20852 990PF 2024-01-01 510387146 THE LEVMAR FOUNDATION INC LEVM 7038554512 PO BOX 10705 MCLEAN VA 22102 MARGARITA VOLFTSUN PRESIDENT 7038554512 2025-10-05 1 1 MIKE KIRKMAN P00169756 3015899000 2024 2025-03-06 01:10:19Z X 2668067 X X 89932 89729 -3650 1090358 0 86282 89729 0 0 0 4162 2081 2081 13685 13447 238 29 29 0 17876 15557 2319 79600 79600 97476 15557 81919 -11194 74172 57480 106842 106842 100150 1996748 2036342 2561225 2154378 2143184 2668067 0 0 X 0 0 0 0 2154378 2143184 2154378 2143184 2154378 2143184 2154378 -11194 0 2143184 0 2143184 PUBLICLY-TRADED SECURITIES P 2024-12-31 1090108 1094008 -3900 -3900 CAPITAL GAINS DIVIDENDS P 250 250 250 -3650 1031 0 1031 0 1031 2018 0 0 0 2018 0 987 987 0 0 0 0 0 0 0 0 0 0 0 1 1 VA DE 1 0 0 0 0 1 N/A LEV VOLFTSUN 2028621880 PO BOX 10705 MCLEAN VA 22102 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MARGARITA VOLFTSUN PO BOX 10705 MCLEAN VA 22102 PRESIDENT 2.00 0 0 0 LEV VOLFTSUN PO BOX 10705 MCLEAN VA 22102 DIRECTOR 2.00 0 0 0 AMY ROSENBLATT LUI PO BOX 10705 MCLEAN VA 22102 DIRECTOR 2.00 0 0 0 NONE 0 NONE 0 0 2406167 214203 0 2620370 0 0 2620370 39306 2581064 129053 129053 1031 1031 128022 0 128022 0 128022 81919 0 81919 128022 0 0 91764 5891 97655 81919 0 0 0 81919 0 46103 46103 51552 0 0 0 0 0 0 45661 5891 5891 MARGARITA VOLFTSUN LEV VOLFTSUN X CHABAD OF POTOMAC 11621 SEVEN LOCKS ROAD POTOMAC MD 208543201 N/A PC GENERAL SUPPORT 4950 CONGREGATION BETH EMETH 12523 LAWYERS ROAD HERNDON VA 20171 N/A PC GENERAL SUPPORT 6650 FOUNDATION FOR DEFENSE OF DEMOCRACIES PO BOX 33249 WASHINGTON DC 20033 N/A PC GENERAL SUPPORT 5000 HERITAGE CHRISTIAN SERVICES 130 JOHN MUIR DRIVE SUITE 106 AMHERST NY 14228 N/A PC GENERAL SUPPORT 10000 JEWISH COMMUNITY RELATIONS COUNCIL 6101 EXECUTIVE BOULEVARD SUITE 300 NORTH BETHESDA MD 20852 N/A PC GENERAL SUPPORT 1000 JEWISH FEDERATION OF GREATER WASHINGTON 6101 EXECUTIVE BLVD SUITE 100 NORTH BETHESDA MD 20852 N/A PC GENERAL SUPPORT 30000 JEWISH LEARNING INSTITUTE OF SF (JLISF) 1288 COLUMBUS AVE 224 SAN FRANCISCO CA 94133 N/A PC GENERAL SUPPORT 2500 NCESJ 1120 20TH STREET NW SUITE 300N WASHINGTON DC 20036 N/A PC GENERAL SUPPORT 1000 SHALOM EDUCATION CENTER 6101 EXECUTIVE BLVD SUITE 100 NORTH BETHESDA MD 20852 N/A PC GENERAL SUPPORT 15000 STOP SOLDIER SUICIDE PO BOX 110605 DURHAM NC 27709 N/A PC GENERAL SUPPORT 1000 TO BE HONEST DBA THE TEL AVIV INSTITUTE 15544 MIDVALE AVE N SEATTLE WA 98133 N/A PC GENERAL SUPPORT 2500 79600 0 14 89932 18 -3650 0 86282 0 86282 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION 4162 2081 2081 41170-ABBVIE INC COM 2434 3554 41170-ACCENTURE PLC IRELAND CL A 1516 3166 41170-ADVANCED MICRO DEVICES, INC. 1615 2174 41170-ALPHABET INC CL A 2321 9844 41170-ALPHABET INC CL C 846 7618 41170-AMAZON COM INC. 2934 10750 41170-AMER ELECTRIC POWER CO. 2767 3136 41170-AMER EXPRESS CO. 1821 5342 41170-AMERIPRISE FINANCIAL INC. 1174 4259 41170-AMGEN INC 1104 2085 41170-APPLE INC 2000 13773 41170-APPLIED MATERIALS, INC. 1294 3253 41170-BANK OF AMER CORP 1924 3384 41170-BLACKROCK INC. 378 2050 41170-CACI INTL INC CL A 1301 2424 41170-CADENCE DESIGN SYSTEM 665 2704 41170-CATERPILLAR INC 1455 4716 41170-CHEVRON CORP 2723 4056 41170-CINTAS CORP 1268 3654 41170-CONOCOPHILLIPS 1556 3570 41170-DANAHER CORP 516 1377 41170-EMCOR GROUP INC 960 3631 41170-HARTFORD FINCL SERVICES GROUP 1434 3391 41170-HERSHEY CO 1296 2202 41170-HOME DEPOT INC 911 4668 41170-INTUIT 1114 2514 41170-JOHNSON & JOHNSON COM 1863 2459 41170-JPMORGAN CHASE & CO 1862 5274 41170-LABORATORY CORP AMER HLDGS NEW 851 1605 41170-LILLY ELI & CO 1584 4632 41170-MANHATTAN ASSOC INC 1129 2702 41170-MARSH & MCLENNAN COS INC 779 3823 41170-META PLATFORMS INC CL A 3452 11125 41170-METLIFE INC 1531 2784 41170-MICROSOFT CORP 1386 11802 41170-MID AMER APARTMENT COMMUNITIES 1361 1546 41170-MOODYS CORP 1209 2840 41170-BJS WHSL CLUB HLDGS INC. 707 1072 41170-NEXTERA ENERGY INC COM 1719 1577 41170-NVIDIA CORP 1919 19338 41170-PEPSICO INC 1982 3041 41170-PROCTER & GAMBLE CO 3338 5365 41170-PULTE GROUP INC 775 2178 41170-REPUBLIC SERVICES INC 1269 3219 41170-SOUTHERN CO 1313 1893 41170-STRYKER CORP 1047 2160 41170-SYNOPSYS INC 1479 4368 41170-T-MOBILE US INC COM 791 3090 41170-TETRA TECH INC NEW 725 1793 41170-TEXAS INSTRUMENTS 1402 1875 41170-THERMO FISHER SCIENTIFIC INC. 2048 2081 41170-UNITEDHEALTH GROUP INC 1519 4553 41170-WALMART INC 2189 5150 41170-WINTRUST FINANCIAL CORP 747 1247 41172-ADOBE INC (DELAWARE) 6232 9338 41172-AMAZON COM INC. 13210 21720 41172-BOOKING HLDGS INC 4286 9937 41172-COSTAR GROUP INC 6414 6014 41172-COSTCO WHOLESALE CORP 2946 6414 41172-CROWDSTRIK HLDGS INC CL A 2222 5132 41172-INTUIT 3447 7542 41172-LILLY ELI & CO 3430 9263 41172-MSCI INC 1743 5400 41172-NVIDIA CORP 7186 23904 41172-QUANTA SERVICES INC 2198 4425 41172-SERVICENOW INC 1471 10601 41172-TRANE TECHNOLOGIES PLC 2094 4063 41172-VISA INC CL A 5208 8217 41173-ACUITY BRANDS INC 1878 3213 41173-AMERICAN HOMES 4 RENT CL A 1510 2245 41173-AMERIPRISE FINANCIAL INC. 1752 5324 41173-AMETEK INC (NEW) 2087 3785 41173-ARCH CAPITAL GROUP LTD 1981 3325 41173-AUTOZONE INC 504 3202 41173-AVALONBAY COMMUNITIES INC SBI 1973 2420 41173-BERKLEY W R CORP 1614 2809 41173-BEST BUY CO INC 1682 2231 41173-CARLISLE COS INC 1221 2951 41173-CARTER'S INC 2369 1734 41173-CBRE GROUP INC CL A 975 2626 41173-CELANESE CORP NEW 1582 900 41173-CMS ENERGY CORP 2450 3066 41173-CONSTELLATION BRANDS INC CL A 1097 1547 41173-COTERRA ENERGY INC 2577 3039 41173-DARDEN RESTAURANTS INC 1279 2240 41173-DIAMONDBACK ENERGY INC 2300 3440 41173-DISCOVER FINANCIAL SERVICES 853 2425 41173-EXPEDIA GROUP INC 1430 2422 41173-FIFTH THIRD BANCORP 1870 3086 41173-FREEPORT-MCMORAN INC 1423 1371 41173-GENUINE PARTS CO 2488 2569 41173-HARTFORD FINCL SERVICES GROUP INC 1630 2954 41173-HOST HOTELS & RESORTS INC (REIT) 1540 1612 41173-HUBBELL INC 1375 3351 41173-IAC/INTERACTIVE CORP 2740 1424 41173-ITT INC COM 1411 3000 41173-JAZZ PHARMACEUTICALS PLC 2258 1847 41173-KEURIG DR PEPPER INC 1587 1863 41173-KROGER COMPANY 1289 2201 41173-LABORATORY CORPO AMER HLDGS NEW 850 917 41173-LINCOLN ELEC HOLDINGS NEW 1658 2812 41173-LOEWS CORP 3129 5166 41173-M & T BANK CORP 2428 3196 41173-MARTIN MARIETTA MATERIALS INC 1516 2583 41173-MGIC INVESTMENT CORP 2079 2987 41173-MID AMER APARTMENT COMMUNITIES INC 1595 1700 41173-MOHAWK INDUSTRIES INC 2515 2263 41173-MOTOROLA SOLUTIONS INC 420 924 41173-NTHN TRUST CORP 1052 1128 41173-PACKAGING CORP OF AMERICA 1120 1801 41173-POST HLDGS INC 1140 1946 41173-RALPH LAUREN CORP CL A 1250 2541 41173-RAYMOND JAMES FINANCIAL CORP 1625 4349 41173-REGENCY CENTERS CORP 2622 3179 41173-REGIONS FINANCIAL CORP 2181 3152 41173-RPM INTL INC (DELA) 1721 2461 41173-SCHEIN HENRY INC 2917 2976 41173-SILGAN HOLDINGS INC 1402 1978 41173-SNAP ON INC 742 1018 41173-STATE STREET CORP 2704 3239 41173-UNIVERSAL HEALTH SVCS INC CL B 1293 1615 41173-US FOODS HLDG CORP 1337 2766 41173-VENTAS INC 1511 1531 41173-WEC ENERGY GROUP INC COM 3216 3950 41173-WEYERHAEUSER CO 2141 1999 41173-WILLIAMS COS INC (DEL) 2463 4275 41173-XCEL ENERGY INC 2758 3241 41982-ACCENTURE PLC IRELAND CL A 2304 7036 41982-ANALOG DEVICES INC 6037 8286 41982-AUTOMATIC DATA PROCESSING INC 5881 8782 41982-BLACKROCK INC. 4012 9226 41982-CHUBB LTD CHF 4033 8289 41982-COCA COLA CO COM 5653 7720 41982-HOME DEPOT INC 2708 8169 41982-JOHNSON & JOHNSON COM 6710 6942 41982-JPMORGAN CHASE & CO 4661 10068 41982-LINDE PLC EUR 3388 7955 41982-MARSH & MCLENNAN COS INC 3769 8072 41982-MCDONALDS CORP 5460 7537 41982-MICROSOFT CORP 1274 8009 41982-NEXTERA ENERGY INC COM 5330 9463 41982-PHILLIPS 66 3858 5697 41982-PROCTER & GAMBLE CO 4744 7880 41982-REPUBLIC SERVICES INC 3445 8852 41982-UNION PACIFIC CORP 3180 6841 41170-ABBOTT LABS 1983 2036 41170-BERKLEY W R CORP 1555 1756 41170-FISERV INC 1149 2260 41170-GRAPHIC PACKAGING 1250 1412 41170-KRAFT HEINZ CO 1119 860 41170-MARRIOTT INTL NEW CL A 1508 2510 41170-MCDONALDS CORP 1521 1739 41170-MGM RESORTS 1024 1109 41170-ORACLE CORP 1371 2666 41170-PALO ALTO NETWORKS INC 1494 3275 41170-PORTLAND GENL ELEC CO NEW 958 785 41170-PROLOGIS INC COM 1553 1163 41170-PURE STORAGE INC CL A 1060 2273 41170-TESLA INC 2140 3635 41170-UBER TECHNOLOGIES INC 721 1387 41171-ABBVIE INC COM 4930 6397 41171-AMER EXPRESS CO 5813 9794 41171-ASTRAZENECA PLC SPON ADR 5784 5897 41171-BROADCOM INC 2609 9737 41171-CME GROUP INC 3044 3716 41171-CONOCOPHILLIPS 3629 4264 41171-EMERSON ELECTRIC CO 3238 4090 41171-EXXON MOBIL CORP 9530 11510 41171-GOLDMAN SACHS GROUP INC 7322 10880 41171-JPMORGAN CHASE & CO 8568 11986 41171-LINDE PLC EUR 7497 9211 41171-LOCKHEED MARTIN CORP 4749 5345 41171-MCDONALDS CORP 6039 6378 41171-MORGAN STANLEY 7912 9806 41171-NORFOLK STHN CORP 7868 7041 41171-PROCTER & GAMBLE CO 8537 9388 41171-PROLOGIS INC COM 5476 4439 41171-SYSCO CORP 5090 4970 41171-TRAVELERS COS INC 2761 3854 41171-WALMART INC 7025 13010 41171-WELLS FARGO & CO NEW 7249 9272 41172-APPLIED MATERIALS INC 5641 4554 41172-CHIPOTLE MEXICAN GRILL INC CL A 4786 7718 41172-INSULET CORP 6512 6788 41172-PALO ALTO NETWORKS, INC 4507 8006 41173-BALL CORP 1482 1599 41173-BATH & BODY WKS INC 1842 1628 41173-FIRST CITIZENS BANCSHS 1415 4226 41173-GLOBUS MED INC CL A 1697 2481 41173-GODADDY INC CL A 1064 2961 41173-TAKE-TWO INTERACTIVE SOFTWRE 1337 1841 41173-TELEDYNE TECHNOLOGIES INC 2711 3249 41982-ABBOTT LABS 7208 7578 41982-ABBVIE INC COM 7035 7819 41982-BROADCOM INC 3616 14374 41982-MORGAN STANLEY 7913 10812 41982-UNITEDHEALTH GROUP INC 7317 7588 41169-AT&T INC. 170159 180180 41169-CITIGROUP INC 228814 229080 41169-DUKE ENERGY CORP NEW 88410 97640 41169-EXXON MOBIL CORP 73261 138390 41169-VERIZON COMMUNICATIONS INC 141200 116920 41169-3M CO 16668 15613 41169-PRUDENTIAL FINANCIAL INC 16680 17436 41172-ADVANCED MICRO DEVICES INC 4850 5918 41170-ASSURANT, INC. 826 1066 41170-CARDINAL HEALTH INC 1125 1301 41170-CHURCH & DWIGHT CO INC 1241 1361 41170-FABRINET 817 1099 41170-GENERAL DYNAMICS CORP 1182 1317 41170-HEALTHPEAK PPTYS INC 1219 1236 41170-OWENS CORNING NEW 790 1192 41170-PNC FINANCIAL SERVICES GROUP 1428 2121 41170-ROYAL CARIBBEANCRUISES LTD 1276 3230 41170-TJX COS INC NEW 1612 2054 41170-TRUIST FINL CORP 1982 2516 41170-VERTIV HLDG CO 748 2386 41171-YUM! BRANDS INC 4305 4561 41171-RTX CORP 8723 9605 41171-ORACLE CORP 3295 5332 41171-FEDEX CORP 1370 1407 41172-ALPHABET INC CL A 10617 12872 41172-MICROSOFT CORP 15086 18968 41172-O REILLY AUTOMOTIVE INC 5865 7115 41172-VEEVA SYSTEMS INC CL A 6463 7149 41173-CENCORA INC 2187 4269 41173-DOVER CORP 2470 3189 41173-FIDELITY NATL INFORMATION SVCS 2349 2908 41173-MICROCHIP TECHNOLOGY INC 1084 688 41173-PG & E CORP (HOLDING COMPANY) 3098 3632 41173-QUEST DIAGNOSTICS INC 2971 3017 41173-ZEBRA TECHNOLOGIES CORP CL A 2051 3090 41982-ORACLE CORP 6139 10665 41982-TAIWAN SEMICONDUCTOR MFG CO 5860 12244 41169-NEWMONT CORP 8737 7440 41169-EOG RESOURCES INC 18944 21836 41982-VANGUARD DIVID APPRECIATION 15789 18016 41982-AMERICAN EXPRESS CO. 5999 7123 41982-TJX COS INC NEW 7929 8819 41982-TRANE TECHNOLOIES PLC 7645 10342 41982-ISHARES CORE HIGH DIVID ETF 22664 22563 41169-HSBC HOLDINGS PLC NEW GB 39203 39810 41169-PENGUIN SOLUTIONS INC 49922 50370 41169-STELLANTIS N V COM 15890 13050 41170-AMERICAN WATER WORKS CO INC 1840 1618 41170-BOSTON SCIENTIFIC CORP 1536 2054 41982-SPDR S&P DIVIDEND ETF 7482 7001 41169-DIGITALOCEAN HLDGS INC 16735 16535 41169-FORD MOTOR CO COM 54886 55000 41169-NEBIUS GROUP N.V. CL A 46100 48000 41169-PFIZER INC 24490 24595 41169-RIO TINTO PLC SPON ADR 17758 17574 41169-RIOT PLATFORMS INC 58230 58020 41169-SOLVENTUM CORP COM 3404 3303 41169-TERAWULF INC 50389 52100 41170-BRISTOL MYERS SQUIBB CO 1315 1414 41170-BXP INC 1052 1190 41170-CISCO SYSTEMS INC 784 829 41170- E L F BEAUTY INC 752 1256 41170-EMERSON ELECTRIC CO 1919 1859 41170-EXXON MOBIL CORP 1573 1398 41170-FIVE9 INC 820 813 41170-MARVELL TECHNOLOGY INC 1932 2099 41170-HOWMET AEROSPACE INC 702 984 41170-INTAPP INC 811 1090 41170-INTL BUSINESS MACH 1402 1539 41170-ITRON INC 1558 1737 41170-MERCK & CO INC COM 780 597 41170-NASDAQ INC 764 773 41170-NETFLIX INC 1132 4457 41170-PALANTIR TECHNOLOGIES INC CL A 959 1210 41170-PAYPAL HOLDINGS INC 716 854 41170-RTX CORP 1499 1504 41170-SPOTIFY TECHNOLOGY SA EUR 1786 2684 41170-TOAST INC CL A 888 1167 41170-UNITED PARCEL SERVICE INC CL B 1301 1261 41170-VERTEX PHARMACEUTICAL INC 2142 2014 41170-ZOETIS INC 1293 1141 41170-ZOOM COMMUNICATIONS INC CL A 824 1061 41171-ALLSTATE CORP 6193 6362 41171-BANK OF NEW YORK MELLON CORP 5111 5071 41171-EQUITY RESIDENTIAL SBI 5911 6100 41171-HOME DEPOT INC 4886 5446 41171-JOHNSON & JOHNSON COM 9661 8677 41171-MERCK & CO INC COM 6972 5471 41171-SEMPRA 5053 4825 41171-STARBUCKS CORP 6054 5840 41171-UNITEDHEALTH GROUP INC 10292 9611 41171-VERIZON 3522 3359 41171-3M CO 6577 7874 41172-INSTUITIVE SURGICAL INC 5369 11483 41172-KKR & CO INC CL A 3376 4437 41172-MERCADOLIBRE INC 7984 6802 41172-ON SEMICONDUCTOR CORP 6513 5296 41172-THE TRADE DESK INC CL A 6610 8815 41172-TKO GROUP HLDGS INC CL A 6353 7248 41172-VERTIV HLDG CO 5262 7157 41173-BAKER HUGHES CO CL A 2332 2584 41173-BLOCK INC CL A 1549 1955 41173-BLUE OWL CAP INC CL A 1223 1535 41173-FLEX LTD 1482 1958 41173-FORTUNE BRANDS INNOVATIONS INC 2350 2392 41173-GE HEALTHCARE TECHNOLOGIES INC 1696 1642 41173-GENL MILLS INC 2575 2359 41173-GRAPHIC PACKAGING HOLDING CO 1179 1141 41173-HERSHEY CO 2144 1863 41173-HUMANA INC 2846 2030 41173-HUNT J B TRANS SVCS INC 2573 2560 41173-INGERSOLL RAND INC 3339 3166 41173-INTL PAPER CO 2508 2852 41173-JABIL INC 1607 2302 41173-NISOURCE INC 1821 2316 41173-ON SEMICONDUCTOR CORP 2080 1828 41173-PARSONS CORP 1667 1661 41173-PUBLIC STORAGE REIT 1203 1198 41173-PUBLIC SERVICE ENTERPRISE GROUP INC 1139 1352 41173-SBA COMMUNICATIONS CORP NEW REIT 1207 1224 41173-TD SYNNEX CORP 2003 1994 41173-UL SOLUTIONS INC CL A 1863 2245 41173-VERALTO CORP 1875 1935 41173-WARNER MUSIC GROUP CORP CL A 1886 1891 41173-WOODWARD INC 893 832 CORPORATE SERVICE FEE 238 0 238 INVESTMENT MANAGEMENT FEES 13447 13447 0 FOREIGN TAX 29 29 0