2026-03-20T07:25:13-05:00 2025-12-31 113830721 FRANCIS J APRIL CPA LLC 353 BANDON DUNES COURT MOORESTOWN NJ 08057 990PF 2025-01-01 236413811 BETTY A AND D WALTER COHEN FOUNDATION BETT 6094628034 943 RANDOLPH DRIVE YARDLEY PA 19067 JANE MILLER TRUSTEE 6094628034 2026-03-20 1 FRANCIS J APRIL P00133864 8567970088 X 2025 2025-03-06 01:10:19Z X 2264597 X X 36581 36581 36581 266320 540583 266320 989 302901 302901 37570 38700 38700 38700 0 7950 7950 7950 0 15857 15857 15857 0 1723 1723 1723 0 990 990 990 0 65220 65220 65220 0 273616 273616 338836 65220 65220 273616 -35935 237681 0 44326 34607 34607 1409742 1383870 2229278 821 712 712 1454889 1419189 2264597 0 0 X 0 0 0 0 1454889 1419189 1454889 1419189 1454889 1419189 1454889 -35935 235 1419189 0 1419189 NATIONAL FINANCIAL P 3825 2836 989 989 NATIONAL FINANCIAL P 479599 271427 208172 208172 CAPITAL GAINS DIVIDENDS P 57159 57159 57159 266320 989 3304 0 3304 0 3304 0 0 0 0 0 61 3365 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 38700 0 0 NONE 0 NONE 0 0 2228383 39466 0 2267849 0 0 2267849 34018 2233831 111692 111692 3304 3304 108388 0 108388 0 108388 273616 0 273616 108388 0 0 14094 149362 113404 148486 425346 273616 0 0 0 108388 165228 0 0 590574 0 0 0 0 0 0 0 590574 14094 149362 113404 148486 165228 1962-02-02 JANE MILLNER X CONGREGATION KOL EMET 1360 OXFORD VALLEY RD MORRISVILLE PA 19067 PC UNRESTRICTED USE 205916 CONGREGATION MIKVEH ISRAEL 44 NORTH 4TH STREET PHILADELPHIA PA 19106 PC UNRESTRICTED USE 1800 CONGREGATION BROTHERS OF ISRAEL 530 WASHINGTON CROSSING ROAD NEWTON PA 18940 PC UNRESTRICTED USE 50 ANN'S CHOICE 30000 ANNS CHOICE WAY WARMINSTER PA 18974 PC UNRESTRICTED USE 150 FOUNDATION OF SELF LEADERSHIP PO BOX 5730 HILLSBOROUGH NJ 08844 PC UNRESTRICTED USE 10000 JEFFERSON HEALTH 111 S 11TH ST PHILADELPHIA PA 19107 PC UNRESTRICTED USE 25000 JEWISH FEDERATION 2001 MARKET ST STE 2300 PHILADELPHIA PA 19103 PC UNRESTRICTED USE 23900 HEBREW ACADEMY 272 S BRYN MAWR AVE BRYN MAWR PA 19010 PC UNRESTRICTED USE 2500 NOVA 2370 YORK RD STE B1 JAMISON PA 18929 PC UNRESTRICTED USE 1000 PENN RYAN SCHOOL 235 S OLDS BLVD FAIRLESS HILLS PA 19030 PC UNRESTRICTED USE 1000 PENNSBURY KIDS 2122 N CRESCENT BLVD YARDLEY PA 19067 PC UNRESTRICTED USE 1500 ST JUDE 1455 FRANKLIN MILLS CIR PHILADELPHIA PA 19154 PC UNRESTRICTED USE 50 DCIS UNDERSTOOD PO BOX 373 COLD SPRING NY 10516 PC UNRESTRICTED USE 750 273616 0 14 36581 18 266320 0 302901 0 302901 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 7950 7950 7950 0 APPLE INC 12361 113403 BERKSHIRE HATHAWAY SERIES B 56292 148282 JOHNSON CONTROLS 17227 94830 MEDTRONIC PLC 22526 27045 TE CONNECTIVITY LTD 13130 88730 COLUMBIA CONTRARIAN CORE 52243 71314 COLUMBIA DIVIDEND INCOME FD 81330 115030 JANUS HENDERSON BALANCED FD 82049 109188 JP MORGAN GROWTH ADVANTAGE 92074 148583 PIMCO INCOME FD 143618 137910 COHEN & STEERS INFRASTRUCTURE 44597 50628 JANUS HENDERSON ENTERPRISE FUND 36187 39203 TESLA INC 2925 102536 DODGE & COX STOCK 84612 108585 JP MORGAN HEDGED EQUITY 76254 134334 AMAZON 63474 145878 CRISPR THERAPEUTICS 14496 8286 AMERICAN NEW PERSPECTIVE 86307 129079 AMERICAN NEW WORLD 109147 144758 INVESCO EXCHANGE TRADED SELF INX 73280 78195 CAPITAL GROUP GLOBAL GROWTH 18616 21568 ISHARES TR CORE MSCI 42994 53484 LYONDELLBASELL INDUSTRIES 26066 17902 UNITED HEALTHCARE GROUP 25499 29763 ETF SER SOLUTIONS DEFIANCE QUANT 25071 24883 GLOBAL X FDS ARTIFICIAL ETF 25012 24871 VANGUARD INDEX FDS VANGUARD TOTAL STOCK 15146 17308 LEADERS PORT 2025-1 41337 43702 DIVIDEND RECEIVABLE 821 712 712 ADMIN EXPENSES 975 975 975 0 STATE CHARITABLE REGISTRATION 15 15 15 0 NONDIVIDEND DISTRIBUTIONS 235 INVESTMENT ADVISORY 15857 15857 15857 0 FOREIGN TAX WITHHELD ON DIVIDENDS 489 489 489 0 FEDERAL TAXES 1234 1234 1234 0