2024-07-30T12:18:48-04:00 2023-12-31 383388760 POLK AND ASSOCIATES PLC 30600 TELEGRAPH RD SUITE 2191 BINGHAM FARMS MI 480255714 990PF 2023-01-01 386517224 LEWIS FAMILY CHARITABLE TRUST LEWI 4477 WHITE CEDAR LANE DELRAY BEACH FL 334454069 A BART LEWIS TRUSTEE 2024-07-10 true false KEITH GROVER P00952309 2486425700 2024-07-11 2023 2024-08-08 14:25:15Z X 23766980 X X 97478 97478 521210 521210 3693742 7850379 3693742 1780 1780 4314210 4314210 300000 2590 2590 162125 162125 4760 4760 6043 6043 475518 175518 0 1383342 1383342 1858860 175518 1383342 2455350 4138692 644130 828931 828931 13631787 15130164 20723411 1430464 1821537 1833539 381099 381099 15706381 18161731 23766980 0 X 15706381 18161731 15706381 18161731 15706381 18161731 15706381 2455350 18161731 18161731 SEE ATTACHED STIFEL P 2023-07-23 2023-01-18 422097 337863 84234 84234 SEE ATTACHED STIFEL P 2021-02-22 2023-01-18 6247081 3747532 2499549 2499549 SEE ATTACHED STIFEL P 2009-07-23 2023-12-14 1181133 71242 1109891 1109891 3693742 84234 57528 57528 57528 21766 60000 81766 24238 24238 false false false false false false false true true FL true false false false false true N/A A BART LEWIS 2486451077 4477 WHITE CEDAR LANE DELRAY BEACH FL 334454069 false false false false true false false false false false false false false false false false false false false false false A BART LEWIS 4477 WHITE CEDAR LANE DELRAY BEACH FL 33445 TRUSTEE 15.00 150000 0 0 SUSAN LEWIS 4477 WHITE CEDAR LANE DELRAY BEACH FL 33445 TRUSTEE 15.00 150000 0 0 NONE NONE N/A 21052922 736530 1867650 23657102 23657102 354857 23302245 1165112 1165112 57528 57528 1107584 1107584 1107584 1383342 1383342 1107584 207685 1383342 207685 1107584 68073 68073 0 68073 68073 X AMERICAN JEWISH COMMITTEE 6735 TELEGRAPH ROAD BLOOMFIELD HILLS MI 48031 NONE 501(C)(3) UNRESTRICTED 250150 ANTI-DEFAMATION LEAGUE 4000 TOWN CENTER SOUTHFIELD MI 48075 NONE 501(C)(3) UNRESTRICTED 450 BOCA WEST CHILDREN'S FOUNDATION 20583 BOCA WEST DRIVE BOCA RATON FL 33434 NONE 501(C)(3) UNRESTRICTED 750 BROWN DAY CARE CENTER 6720 WEST MAPLE ROAD WEST BLOOMFIELD MI 48322 NONE 501(C)(3) UNRESTRICTED 350100 CHILDRENS HOSPITAL OF MI FOUNDATION 011 WEST GRAND BLVD SUITE DETROIT MI 48202 NONE 301(C)(3) UNRESTRICTED 5000 CONGREGATION SHAAREY ZEDEK 27375 BELL ROAD SOUTHFIELD MI 48034 NONE 501(C)(3) UNRESTRICTED 1252 DEVELOPMENT CORPORATION FOR ISREAL PO BOX 5263 NEW YORK NY 10150 NONE 501(C)(3) UNRESTRICTED 200 DISABLED VETERANS NATIONAL FOUNDATI 4601 FORBES BLVD SUITE 130 LANHAM MD 20706 NONE 501(C)(3) UNRESTRICTED 750 FLORIDA SHERIFFS ASSOCIATION 2617 MAHAN DR TALLALHASSEE FL 32308 NONE 501 (C) (3) UNRESTRICTED 250 FRANKEL JEWISH ACADEMY OF METRO DETROIT 6600 WEST MAPLE ROAD WEST BLOOMFIELD MI 48322 NONE 501(C)(3) UNRESTRICTED 100 FRIENDS OF THE ISRAEL DEFENSE FORCE 60 EAST 42 STREET NEW YORK NY 10165 NONE 501(C)(3) UNRESTRICTED 100 JEWISH FEDERATION OF METRO DETROIT PO BOX 2029 BLOOMFIELD HILLS MI 48303 NONE 501(C)(3) UNRESTRICTED 92240 JEWISH FEDERATION OF SOUTH PALM BEACH 9901 DONNA KLEIN BLVD BOCA RATON FL 33428 NONE 501(C)(3) UNRESTRICTED 75000 JEWISH HOSPICE 6555 WEST MAPLE ROAD WEST BLOOMFIELD MI 48322 NONE 501(C)(3) UNRESTRICTED 400000 JEWISH NATIONAL FUND 42 EAST 69TH STREET NEW YORK NY 10021 NONE 501(C)(3) UNRESTRICTED 10000 LIVE EAGLE ORANZ STAT AMERICAN JET 210 SOUTH LEROY ST UNIT 1 FENTON MI 48430 NONE 301(C)(3) UNRESTRICTED 17500 ORT AMERICA 6735 TELEGRAPH ROAD SUITE 350 BLOOMFIELD TOWNSHIP MI 48301 NONE 501(C)(3) UNRESTRICTED 2500 PLAY FOR PINK 60 EAST 56TH STREET 8TH FLOOR NEW YORK NY 10022 NONE 501(C)(3) UNRESTRICTED 2500 SOUTH FLORIDA PBS PO BOX 610002 MIAMI FL 33261 NONE 501(C)(3) UNRESTRICTED 500 ST JUDE HOSPITAL 262 DANNY THOMAS PLACE MEMPHIS TN 38105 NONE 501(C)3 UNRESTRICTED 2500 STUDENTS SUPPORTING ISRAEL 3131 FERNBROOK LN N SUITE 223 PLYMOUTH MN 55447 NONE 501(C)(3) UNRESTRICTED 2500 TAU EPSILON PHI FOUNDATION 400 BROADWAY TROY NY 12181 NONE 501(C)(3) UNRESTRICTED 1000 TEMPLE EMANU-EL 14450 W 10 MILE RD OAK PARK MI 48237 NONE 501(C)(3) UNRESTRICTED 2500 TUNNEL TO TOWERS FOUNDATION 2361 HYLAN BLVD STATEN ISLAND NY 10306 NONE 501(C)(3) UNRESTRICTED 5000 USO PO BOX 96860 WASHINGTON DC 20077 NONE 501(C)(3) UNRESTRICTED 500 UNITED STATES HOLOCAUST MEMORIAL MU 100 RAOUL WALLENBERG PL WASHINGTON DC 20024 NONE 501(C)(3) UNRESTRICTED 150000 ZEKELMAN HOLOCAUST CENTER 28123 ORCHARD LAKE RD FARMINGTON HILLS MI 48334 NONE 301(C)(3) UNRESTRICTED 10000 1383342 14 97478 14 521210 14 1780 18 3693674 68 4314142 68 4314210 false false false false false false false false false false POLK AND ASSOCIATES, PLC 2590 2590 CORPORATE BONDS 1721537 1833539 ISRAEL STATE GOV'T BONDS 100000 CORPORATE STOCK 15130164 20723411 STIFEL SMART RATE PROGRAM AT COST 381099 381099 MISC HARMON MERGER LITIGATION 1756 1756 MISCELLANEOUS INCOME 24 24 STIFEL ADR FEES 787 787 DOUGLAS LANE & ASSOCIATES 161318 161318 STIFEL FEES 20 20 FOREIGN TAX 4760 4760