2026-05-18T17:28:30-04:00 2025-12-31 650107049 KOFSKY WEINGER PA 4010 SHERIDAN ST HOLLYWOOD FL 33021 990PF 2025-01-01 113667938 MARTIN G YOUNGSTROM CHARITABLE FOUNDATION INC MART 9549858319 4010 SHERIDAN STREET HOLLYWOOD FL 33021 DAVID A KOFSKY TRUSTEE 9549858319 2026-04-30 true DAVID KOFSKY P00046253 9549858319 2026-05-18 2025 2025-03-06 01:10:19Z X 665117 X X 7334 7334 6132 6132 55087 282050 56048 68553 69514 25200 13200 12000 15500 15500 11037 11037 134 134 169 169 52040 40040 12000 26700 26700 78740 40040 38700 -10187 29474 1 10967 15866 15866 41834 58851 58851 497021 480813 480813 63489 47285 47285 54879 62302 62302 668190 665118 665117 0 X 668190 665118 668190 665118 668190 665118 668190 -10187 7115 665118 665118 ACCENTURE CAPITAL P 2024-10-01 2025-08-08 1981 1997 -16 -16 CITIGROUP INC P 2023-11-16 2025-04-30 2119 2035 84 84 3132CW5X8 RET OF PRINCIPLE P 289 289 3140JABJ6 RET OF PRINCIPLE P 130 130 31418EX70 RET OF PRINCIPLE P 597 597 DEERE & COMPANY P 2020-12-10 2025-12-08 479 251 228 228 PAY=YPAL HLDGS P 2022-03-21 258 459 -201 -201 ADVANCED MICRO P 2025-03-04 943 502 441 441 WORKDAY INC P 2024-11-27 916 1001 -85 -85 INTERCONTINENTAL EXCHANGE P 853 632 221 221 THERMO FISHER SCIENTIFIC P 1591 1628 -37 -37 FERGUSON ENT P 2024-04-11 2025-03-21 974 1304 -330 -330 EASTMEN CHEMICAL P 3086 3647 -561 -561 ORACLE CORP P 4315 1853 2462 2462 HEWLETT PACKARD ENTERPRISE P 2024-09-12 2025-06-12 1992 1998 -6 -6 META PLATFORM P 2023-06-07 2025-07-17 2026 1990 36 36 3132D6C24 RET OF PRINCIPLE P 260 260 3140X6M73 RET OF PRINCIPLE P 185 185 31418FA49 RET OF PRINCIPLE P 584 584 DISNEY WALT COMPANY P 2022-01-05 1084 1560 -476 -476 QUALCOMM INC P 2020-12-10 1031 1097 -66 -66 AMAZON COM P 2024-08-30 1505 1225 280 280 ALPHABET INC P 2953 1286 1667 1667 INTUIT P 2877 2084 793 793 VERIZON COMM P 2024-01-25 1749 1844 -95 -95 HEWLETT PACKARD P 2024-09-13 1168 1079 89 89 EMERSON ELEC P 2056 1654 402 402 PNC FINL P 1778 878 900 900 JOHN DEERE P 2025-04-01 2025-10-15 101 100 1 1 FISERV INC P 2023-10-23 2025-08-13 2060 1956 104 104 3132D6CP RET OF PRINCIPLE P 244 244 3140X7WA3 RET OF PRINCIPLE P 462 462 31418FMW4 RET OF PRINCIPLE P 324 324 EXPEDITORS INT'L P 2020-12-10 532 357 175 175 ROCHE HLDGS P 2020-12-10 411 388 23 23 BOSTON SCIENTIFIC P 2025-08-18 2025-12-23 192 206 -14 -14 AMAZON COM P 2024-08-30 1168 875 293 293 ELI LILLY & COMPANY P 2024-11-27 2025-12-05 1010 792 218 218 VERISK ANALYTICS P 1172 796 376 376 IBM P 2024-07-11 2025-04-22 960 714 246 246 EQUINIX INC P 2023-08-28 2025-06-27 1562 1566 -4 -4 PEPSICO INC P 2593 2306 287 287 MICROCHIP TECH P 2024-07-10 2025-02-13 1992 1997 -5 -5 GOLDMAN SACHS P 2023-11-06 2025-10-23 2005 1853 152 152 3132D6E63 RET OF PRINCIPLE P 342 342 3140XLA99 RET OF PRINCIPLE P 216 216 344940AD3 RET OF PRINCIPLE P 556 556 META PLATFORMS P 3178 1333 1845 1845 SEI INVTS COMPANY P 2020-12-10 412 281 131 131 BROADCOM INC P 2024-03-21 2025-02-27 201 138 63 63 APPLE INC P 2021-03-12 489 240 249 249 MARSH & MCLENNAN P 1094 859 235 235 WASTE MGMT P 2020-12-03 1109 586 523 523 LAM RESEARCH P 3120 2029 1091 1091 FEDEX CORP P 2025-03-07 1496 1593 -97 -97 PROCTOR & GAMBLE COMPANY P 2018-11-05 313 182 131 131 ORACLE CORP P 2025-07-17 2025-11-18 1990 2012 -22 -22 HONEYWELL INTL P 2024-07-29 2025-09-03 2037 1998 39 39 3132D6FN5 RET OF PRINCIPLE P 558 558 31417YWB9 RET OF PRINCIPLE P 309 309 412922AC0 RET OF PRINCIPLE P 446 446 FACSET RESH SYSTEMS P 2020-12-10 2025-12-08 287 346 -59 -59 SALESFORCE INC P 2020-12-10 1107 887 220 220 BROWN & BROWN P 2025-02-07 494 542 -48 -48 APPLIED MAT'LS P 2022-10-20 2025-12-23 260 78 182 182 MARRIOT INT'L P 2023-07-21 553 391 162 162 WORKDAY INC P 2024-11-27 2025-12-05 219 250 -31 -31 MERCK & COMPANY P 2024-12-23 2025-04-02 604 695 -91 -91 FERGUSON ENT P 2024-03-13 1136 1438 -302 -302 PROLOGIS INC P 3095 2391 704 704 US TREASURY NOTES P 2024-11-05 2025-01-15 1000 1000 MORGAN STANLEY P 2023-02-13 2025-07-17 2000 1976 24 24 3132D6FY1 RET OF PRINCIPLE P 265 265 31418CGY4 RET OF PRINCIPLE P 408 408 44918CAD4 RET OF PRINCIPLE P 443 443 ILLUNINA INC P 338 1050 -712 -712 SHOPIFY P 2022-03-21 1178 626 552 552 CIGNA GROUP P 2024-07-02 2025-06-06 310 326 -16 -16 BALL CORP P 3017 4228 -1211 -1211 MASTERCARD INC P 2022-01-06 1127 741 386 386 LINDE PLC P 2020-12-03 2025-11-24 410 247 163 163 PEPSICO INC P 2024-08-27 2025-02-12 720 877 -157 -157 GOLDMAN SACHS P 3690 1955 1735 1735 T-MOBILE P 1427 908 519 519 US TREASURY NOTES P 2025-06-27 2025-12-01 2000 2000 ONEOK INC P 2023-09-13 2025-05-08 2048 1990 58 58 3132D6GN4 RET OF PRINCIPLE P 478 478 31418E2A7 RET OF PRINCIPLE P 239 239 47787JAC2 RET OF PRINCIPLE P 668 668 INTUITIVE SURGICAL P 2020-12-10 2025-12-08 568 254 314 314 BLOCK INC P 2022-03-21 353 806 -453 -453 FERGUSON ENTERPRISES P 2024-10-09 439 396 43 43 BANK OF AMERICA P 565 353 212 212 MICROSOFT CORP P 5042 1241 3801 3801 ASTRAZENECA P 2025-06-02 149 144 5 5 PROLOGIS INC P 2024-11-25 2025-04-04 491 588 -97 -97 HOME DEPOT P 2046 1130 916 916 TARGET CORP P 857 1268 -411 -411 US TREASURY NOTES P 2024-11-26 2025-04-14 2015 2002 13 13 ORACLE CORP P 2023-02-23 2025-03-20 1934 1818 116 116 3132D6GS3 RET OF PRINCIPLE P 508 508 31418E3J7 RET OF PRINCIPLE P 374 374 98164DAD9 RET OF PRINCIPLE P 447 447 MICROSOFT CORP P 2020-12-10 1916 845 1071 1071 STARBUCKS CORP P 2020-12-10 511 627 -116 -116 INTUIT P 2025-02-20 2025-08-18 718 578 140 140 BROADCOM INC P 2024-03-21 2698 1243 1455 1455 NVIDIA CORP P 4108 538 3570 3570 BAKER HUGHES P 2024-11-07 1298 1246 52 52 RTX CORP P 2025-03-07 2025-07-23 156 127 29 29 HONEYWELL INT'L P 2025-02-07 3318 2245 1073 1073 TRACTOR SUPPLY P 1117 1118 -1 -1 US TREASURY NOTES P 2025-07-23 2025-09-05 1999 2001 -2 -2 REGENERON PHARMA P 2023-08-29 2025-06-04 1714 1591 123 123 3132D6JD3 RET OF PRINCIPLE P 826 826 31418E4Q0 RET OF PRINCIPLE P 457 457 NIKE INC P 2024-07-05 2025-05-13 125 151 -26 -26 MONSTER BEV P 2022-01-05 1135 770 365 365 TESLA INC P 5941 2917 3024 3024 ELI LILLY & COMPANY P 2024-11-20 1549 1504 45 45 CIGNA GROUP P 2025-06-06 2791 2658 133 133 ORACLE CORP P 611 282 329 329 BANK OF AMERICA CORP P 2025-05-02 2122 1809 313 313 ROCKWELL AUTOMATION P 2025-02-11 1359 1216 143 143 IBM P 2024-07-11 2025-09-10 256 178 78 78 UNION PAC CORP P 2615 2800 -185 -185 US TREASURY NOTES P 2025-09-03 2025-12-05 2020 2004 16 16 US TREASURY NOTES P 9552 10028 -476 -476 3132J4MQ9 RET OF PRINCIPLE P 371 371 31418ES84 RET OF PRINCIPLE P 255 255 ALIBABA GROUP P 2022-01-05 1548 1581 -33 -33 NETFLIX P 2022-02-08 2701 1048 1653 1653 THERMO FISHER SCIENTIFIC P 2023-07-31 2025-12-08 573 551 22 22 REALTY INCOME CORP P 2024-03-12 2025-02-27 170 156 14 14 COSTCO P 2020-12-03 2025-02-13 1071 375 696 696 PROCTOR & GAMBLE P 2021-02-04 287 258 29 29 BEST BUY P 2025-04-10 1737 2631 -894 -894 ABBOTT LABS P 2014-01-14 2025-07-30 129 39 90 90 JPMORGAN CHASE & COMPANY P 2023-02-06 1630 852 778 778 UNITED HEALTH GROUP P 899 1159 -260 -260 AMERICAN EXPRESS COMPANY P 2023-02-14 2025-02-03 2000 1890 110 110 US TREASURY NOTES P 2024-05-29 2025-12-01 1000 996 4 4 3133KY6P9 RET OF PRINCIPLE P 20 20 31418EUS7 RET OF PRINCIPLE P 263 263 ALPHABET INC CL C P 2020-12-10 1595 532 1063 1063 NIKE P 2024-07-05 2025-12-08 196 227 -31 -31 VERTEX PHARMA P 2021-07-27 886 402 484 484 SERVICENOW INC P 2025-03-14 2025-05-23 1004 844 160 160 D R HORTON P 2025-02-07 1407 800 607 607 REALTY INCOME CORP P 1033 928 105 105 CARRIER GLOBAL P 2025-07-21 2025-07-23 159 154 5 5 ABBVIE INC P 3185 2008 1177 1177 MCDONALDS CORP P 1496 945 551 551 WILLIAMS COMPANIES P 1643 978 665 665 AMPHENOL CORP P 2024-06-11 2025-06-12 2028 1997 31 31 US TREASURY NOTES P 2024-06-26 2025-09-04 2000 2000 3138ABXY0 RET OF PRINCIPLE P 49 49 31418EVC1 RET OF PRINCIPLE P 664 664 ALPHABET INC CL A P 2020-12-10 1431 530 901 901 NOVARTIS AG P 2022-01-05 2025-12-08 503 334 169 169 VISA INC P 2022-01-05 2028 1327 701 701 STRYKER CORP P 2024-08-19 770 682 88 88 DANAHER CORP P 2020-12-03 1341 1182 159 159 S&P GLOBAL INC P 2021-03-04 2025-10-21 483 328 155 155 COCA COLA COMPANY P 2025-02-13 2025-07-30 138 138 ANALOG DEVICES INC P 2025-04-04 1814 2000 -186 -186 MERCK & COMPANY P 2025-04-02 3366 3187 179 179 ACCENTURE PLC P 2025-02-25 1451 1206 245 245 AON CORP P 2023-02-01 2025-05-07 1940 1891 49 49 VENTAS REALTY P 2019-06-24 2025-01-15 2000 1989 11 11 3138AFDX5 RET OF PRINCIPLE P 70 70 31418EVD9 RET OF PRINCIPLE P 272 272 AMAZON COM P 2020-12-10 2616 1868 748 748 NOVO-NORDISK P 2020-12-10 271 173 98 98 WOTKDAY INC P 2020-12-10 2025-05-13 270 220 50 50 SNOPSYS INC P 2024-09-16 1001 996 5 5 DEERE & COMPANY P 2020-12-03 951 508 443 443 SALESFORCE INC P 1910 1040 870 870 CORNING INC P 2025-07-01 1161 789 372 372 BLACKROCK INC P 3282 2584 698 698 MICROSOFT CORP P 2013-02-01 1846 111 1735 1735 EATON CORP P 2021-01-08 1862 639 1223 1223 ARES MANAGEMENT P 2023-11-07 2025-09-30 2116 1996 120 120 VERIZON MASTER P 2023-11-22 2025-07-21 2000 1938 62 62 3138EMVR9 RET OF PRINCIPLE P 113 113 31418EW63 RET OF PRINCIPLE P 534 534 AUTODESK INC. P 2022-01-05 1173 1062 111 111 NVIDIA CORP P 2020-12-10 4033 336 3697 3697 YUM BRANDS P 2020-12-10 433 320 113 113 VERIZON COMM P 2024-07-02 2025-02-07 279 288 -9 -9 EQUIFAX INC P 1536 1423 113 113 SHERWIN WILLIAMSS P 1038 853 185 185 DUKE ENERGY P 2025-02-11 2025-07-30 242 232 10 10 BROADCOM INC P 2020-11-17 5209 835 4374 4374 MONDELEZ INT'L P 2022-06-27 2025-09-10 124 126 -2 -2 MEDTRONICS PLC P 1134 1293 -159 -159 BECTON DICKINSON P 2023-05-05 2025-07-24 1977 1945 32 32 WORLD OMNI AUTO RECV P 2021-05-11 2025-02-18 49 49 3138EPS70 RET OF PRINCIPLE P 18 18 31418EW71 RET OF PRINCIPLE P 369 369 BOENING COMPANY P 2020-12-10 1640 1880 -240 -240 ORACLE CORP P 2020-12-10 2452 771 1681 1681 YUM CHINA P 2020-12-10 275 345 -70 -70 VERTEX PHARMA P 2024-12-20 3012 2790 222 222 FISERV INC P 2022-01-06 1752 2010 -258 -258 STRYKER CORP P 2024-08-19 2025-08-25 390 341 49 49 EASTMANS CHEMICAL P 2025-05-12 2025-06-30 899 995 -96 -96 CHEVRON CORP P 3441 2872 569 569 NEXTERA ENERGY P 910 799 111 111 TE CONNECTIVITY P 2025-01-30 2687 2455 232 232 56048 1972 410 410 410 410 false false false false false false false true true FL false false false false false true N/A DAVID A KOFSKY 9549858319 4010 SHERIDAN STREET HOLLYWOOD FL 33021 false false false false false false false false false false false false false false false false false false false false DAVID A KOFSKY 4010 SHERIDAN STREET HOLLYWOOD FL 33021 TRUSTEE 10.00 25200 0 0 NONE NONE N/A 668627 15861 0 684488 684488 10267 674221 33711 33711 410 410 33301 33301 33301 38700 38700 33301 4368 38700 4368 33301 1031 1031 0 1031 1031 DAVID KOFSKY 4010 SHERIDAN STREET HOLLYWOOD FL 33021 9549858319 DKOFSKY@KOFSKYWEINGER.COM LETTER DESCRIBING CHARITABLE NEED. NONE. MUST BE FOR THE BENEFIT OF CHILDREN OF BROWARD COUNTY OR FOR CHRISTIAN BROADCASTING. ART AND CULTURE CENTER 1650 HARRISON STREET HOLLYWOOD FL 33020 PC CHILDREN'S SERVICES 5000 TEMPLE KOL AMI 8200 PETERS ROAD PLANTATION FL 33324 PC CHILDREN'S SERVICES 12200 FANS OF THE EVERGLADES 1300 SW 54TH AVENUE PLANTATION FL 333175402 PC CHILDRENS SERVICES 1000 DAVID POSNACK JCC 5850 S PINE ISLAND ROAD DAVIE FL 333281741 PC CHILDRENS SERVICES 3500 NEIGHBORS 4 NEIGHBORS 8900 NW 18TH TERRACE DORAL FL 33172 PC CHILDRENS SERVICES 5000 26700 7334 6132 55087 68553 68553 false false false false false false false false false false KOFSKY WEINGER PA 15500 15500 98163LAC4 RET OF PRINCIPLE PURCHASE 2025-01 61 61 SANOFI SA PURCHASE 3553 4002 -449 STARBUCKS 2024-10 PURCHASE 2025-07 95 97 -2 TJX COMPANIES 2025-04 PURCHASE 935 873 62 TARGET CORP 2024-08 PURCHASE 2025-06 571 954 -383 UNION PAC CORP PURCHASE 2025-07 1568 1757 -189 CORP BONDS 4449 (SEE DETAIL) 47285 47285 STOCKS 5873 (SEE DETAIL) 185850 185850 REITS 5873 (SEE DETAIL) 2298 2298 STOCKS M436 (SEE DETAIL) 161119 161119 STOCKS FR408 (SEE DETAIL) 127995 127995 REITS FR408 (SEE DETAIL) 3551 3551 58851 58851 MORT BACKED 4449 (SEE DETAIL) FMV 62302 62302 EXPENSES INVESTMENT EXPENSE 4449 169 169 MARKET ADJUSTMENT 7115 BROKER FEES 4449 2067 2067 BROKER FEES 5873 4265 4265 BROKER FEES M436 2626 2626 BROKER FEES FR408 2079 2079 TAXES & LICENSES 61 61 FOREIGN TAX M436 36 36 FOREIGN TAX FR408 3 3 FOREIGN TAX 5873 34 34