2026-02-03T14:09:30-08:00 2025-12-31 202212395 Gavel & Leone PL PO Box 342304 Tampa FL 33694 990PF 2025-01-01 237680042 KOZLOFF FAMILY CHARITABLE TRUST KOZL 2155364220 625 E BROAD STREET QUAKERTOWN PA 18951 PAUL J KOZLOFF TRUSTEE 2155364220 2026-01-27 true Frederick Leone Jr P01351039 8132153002 2026-02-03 2025 2025-03-06 01:10:19Z X 88686 X 550000 X 29 29 29 0 0 0 550029 29 29 0 0 518 518 518 15 15 15 0 0 533 533 533 0 498950 498950 499483 533 533 498950 50546 0 0 38140 88686 88686 0 0 0 0 0 0 0 0 38140 88686 88686 0 0 0 0 0 X 38140 88686 38140 88686 38140 88686 38140 50546 88686 88686 0 0 0 0 0 0 0 false false false false false false false true true PA true false true false false true N/A PAUL J KOZLOFF 2155364220 625 E BROAD STREET QUAKERTOWN PA 18951 false false false false false false false false false false false false false false false false false false false false false false PAUL J KOZLOFF 625 E BROAD STREET QUAKERTOWN PA 18951 DIRECTOR 1.00 0 0 0 LAUREN SINROD 625 E BROAD STREET QUAKERTOWN PA 18951 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 N/A 0 N/A 0 0 0 60020 0 60020 0 60020 900 59120 2956 2956 0 0 2956 2956 2956 498950 0 498950 2956 385135 284802 392371 459950 417451 1939709 498950 0 2956 495994 2435703 0 0 0 0 385135 2050568 284802 392371 459950 417451 495994 PAUL J KOZLOFF NONE X PROMISE FUND OF FLORIDA 340 ROYAL POINCIANA BOULEVARD PALM BEACH FL 33480 PC DONEESDISCRETION 5000 PALM BEACH OPERA 1800 SOUTH AUSTRALIAN AVENUE WEST PALM BEACH FL 33409 PC DONEESDISCRETION 3500 PALM BEACH SYNAGOGUE 120 NORTH COUNTY ROAD PALM BEACH FL 33480 PC DONEESDISCRETION 7200 AMERICAN CANCER SOCIETY 250 WILLIAMS STREET NW ATLANTA GA 30303 PC DONEESDISCRETION 1000 TEMPLE EMANU-EL 190 NORTH COUNTY ROAD PALM BEACH FL 33480 PC DONEESDISCRETION 3500 GLEN OAKS CLUB PHILANTHROPIC FUND 175 POST ROAD OLD WESTBURY NY 11568 PC DONEESDISCRETION 750 PALM BEACH COUNTRY CLUB FOUNDATION 760 N OCEAN BOULEVARD PALM BEACH FL 33480 PC DONEESDISCRETION 2000 REFORM CONGREGATION OHEB SHALOM 555 WARWICK DRIVE WYOMISSING PA 19610 PC DONEESDISCRETION 1100 HAWK MOUNTAIN COUNCIL - BSA 5027 POTTSVILLE PIKE READING PA 19605 PC DONEESDISCRETION 1000 AMERICAN FRIENDS OF HEBREW U 199 WATER STREET NEW YORK NY 10038 PC DONEESDISCRETION 25000 PALM BEACH POLICE AND FIRE FOUNDATION 139 N COUNTY ROAD PALM BEACH FL 33480 PC DONEESDISCRETION 3500 UNIVERSITY OF PENNSYLVANIA 3451 WALNUT STREET PHILADELPHIA PA 19104 PC DONEESDISCRETION 10000 JEWISH FEDERATION 25 BROADWAY 17TH FLOOR NEW YORK NY 10004 PC DONEESDISCRETION 153100 AMERICAN FRIENDS OF ISRAELI PHILHARMONIC 142 EAST 42ND STREET SUITE 4507 NEW YORK NY 10168 PC DONEESDISCRETION 1500 CYSTIC FIBROSIS FOUNDATION 4550 MONTGOMERY AVENUE BETHESDA MD 20814 PC DONEESDISCRETION 2500 PLANNED PARENTHOOD 2300 N MANGO ROAD WEST PALM BEACH FL 33409 PC DONEESDISCRETION 3500 PALM BEACH UNITED WAY 44 COCOANUT ROW PALM BEACH FL 33480 PC DONEESDISCRETION 25000 HEAR THE WHISPER OF OVARIAN CANCER 360 CYPRESS DRIVE JUPITER FL 33469 PC DONEESDISCRETION 5000 ISRAEL TENNIS 165 E 56TH STREET NEW YORK NY 10022 PC DONEESDISCRETION 5000 UNIVERSITY OF IDAHO 875 PERIMETER DRIVE MOSCOW ID 83844 PC DONEESDISCRETION 6000 CHABAD CENTER BERKS COUNTY 2320 HAMPDEN BOULEVARD READING PA 19612 PC DONEESDISCRETION 1000 LONG ISLAND UNIVERSITY 1 UNIVERSITY PLAZA BROOKLYN NY 11201 PC DONEESDISCRETION 80000 TEMPLE UNIVERSITY'S FOX 1801 NORTH BROAD STREET PHILADELPHIA PA 19122 PC DONEESDISCRETION 20000 UNIVERSITY OF PITTSBURGH 4200 FIFTH AVENUE PITTSBURGH PA 15260 PC DONEESDISCRETION 10000 AMFAR 120 WALL STREET 13TH FLOOR NEW YORK NY 10005 PC DONEESDISCRETION 10000 BERKS COUNTY COMMUNITY FUND 237 COURT STREET READING PA 19601 PC DONEESDISCRETION 1000 BIRTHRIGHT ISRAEL 711 3RD AVENUE 10TH FLOOR NEW YORK NY 10017 PC DONEESDISCRETION 3800 CHILDREN OF FALLEN PATRIOTS 1818 LIBRARY STREET RESTON VA 20190 PC DONEESDISCRETION 15000 CHILDREN'S MEDICAL FUND 300 ROBBINS LANE SYOSSET NY 11791 PC DONEESDISCRETION 1000 NYU LANGONE 550 FIRST AVENUE NEW YORK NY 10016 PC DONEESDISCRETION 50000 SOCIETY OF THE FOUR ARTS 100 FOUR ARTS PLAZA PALM BEACH FL 33480 PC DONEESDISCRETION 5000 SOLOMON SOCIETY 9901 DONNA KLEIN BOULEVARD BOCA RATON FL 33428 PC DONEESDISCRETION 10000 UNIVERSITY OF OHIO ONE OHIO UNIVERSITY ATHENS OH 45701 PC DONEESDISCRETION 6000 FRIENDS OF ISRAEL DEFENSE PO BOX 4224 NEW YORK NY 10163 PC DONEESDISCRETION 6000 HOSPITAL FOR SPECIAL SURGERY 535 E 70TH STREET NEW YORK NY 10021 PC DONEESDISCRETION 10000 INNOVATE 70 ROYAL POINCIANA WAY PALM BEACH FL 33480 PC DONEESDISCRETION 5000 498950 14 29 29 29 false false false false false false false false false false RAYMOND JAMES INVESTMENT ADVISORY FEES 518 518 518 PA STATE TAX 15 15 15