2024-11-05T16:14:51-06:00 2023-12-31 341883473 CBIZ ADVISORS LLC 1065 AVENUE OF THE AMERICAS NEW YORK NY 10018 990PF 2023-01-01 465067987 BETH'S FURRY FRIENDS FOUNDATION BETH 2127905700 767 FIFTH AVENUE 6TH FL NEW YORK NY 101530023 BETH STERN PRESIDENT 2127905700 2024-11-05 1 0 ANDREW NASUTI P01891856 2127905700 2024-11-05 2023 2024-10-15 13:58:12Z X 1586681 X 664564 56271 57388 -29043 459052 0 107363 0 107363 799155 57388 107363 0 0 0 0 33186 16593 0 16593 1000 0 0 0 369328 209 107363 261756 403514 16802 107363 278349 176500 176500 580014 16802 107363 454849 219141 40586 0 42021 98991 98991 1800 12377 71331 71331 1274401 1416359 1416359 1330599 1586681 1586681 63150 19261 63150 19261 X 0 0 0 0 1267449 1567420 1267449 1567420 1330599 1586681 1267449 219141 80830 1567420 0 1567420 191.985 SHRS AKRE FOCUS FUND INSTL P 2022-12-09 2023-10-06 10223 9365 858 858 684.748 SHRS VIRTUS SEIX FLOATINGRATE HIGH INCOME P 2022-04-29 2023-04-17 5367 5344 23 23 3001.200 SHRS AKRE FOCUS FUND INSTL P 2022-02-14 2023-10-06 159816 175030 -15214 -15214 2098.062 SHRS AXONIC STRATEGIC INCOME FUND INSTL P 2021-02-16 2023-03-17 18370 20697 -2327 -2327 16859.852 SHRS FPA NEW INCOME FUND P 2022-02-15 2023-10-06 159970 166510 -6540 -6540 13330.334 SHRS VIRTUS SEIX FLOATINGRATE HIGH INCOME P 2019-02-08 2023-07-17 104286 111149 -6863 -6863 CAPITAL GAINS DIVIDENDS P 1020 1020 1020 -29043 564 0 564 0 564 434 0 1000 0 1434 X 0 870 870 0 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 0 1 0 0 1 N/A KEITH N BLOOMFIELD 2124881391 767 FIFTH AVENUE 67TH FL NEW YORK NY 101530119 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BETH STERN 17 SQUABBLE LANE SOUTHAMPTON NY 11968 PRESIDENT, DIRECTOR, TREASURER 0.00 0 0 0 KEITH BLOOMFIELD 767 FIFTH AVENUE 6TH FLOOR NEW YORK NY 10153 SECRETARY, DIRECTOR 0.00 0 0 0 EDWARD A RENN 767 FIFTH AVENUE 6TH FLOOR NEW YORK NY 10153 DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 THE PROGRAM IS DEVOTED TO HELP ANIMALS IN NEED BY PROVIDING THEM WITH HIGH QUALITY MEDICAL CARE TO REHABILITATE THEM AND PREPARE THEM FOR ADOPTION. ALL OF NET PROCEEDS FROM THE SALE OF T-SHIRTS GO DIRECTLY TO HELP MORE ANIMALS IN NEED. THE FOUNDATION COVERED OVER $300,000 OF MEDICAL EXPENSES FOR ANIMALS IN NEED IN 2023. 349283 0 1362042 88109 0 1450151 0 0 1450151 21752 1428399 71420 71420 564 564 70856 0 70856 0 70856 454849 0 454849 70856 0 0 364445 512691 578289 531504 1986929 454849 0 0 0 70856 383993 0 0 2370922 0 0 0 0 0 0 0 2370922 364445 512691 578289 531504 383993 X AMARYLLIS FARM EQUINE RESCUE INC PO BOX 1137 BRIDGEHAMPTON NY 119321137 NONE PUBLIC CHARITIES GENERAL 5000 ANIMAL CONTROL CENTER OF NEW YORK 326 EAST 110TH STREET NEW YORK NY 10029 NONE PUBLIC CHARITIES GENERAL 10000 ANIMAL FRIENDS OF BARBOUR COUNTY 320 VALLEY BEND ROAD BELINGTON WV 26250 NONE PUBLIC CHARITIES GENERAL 5000 ANIMAL MEDICAL CENTER 510 EAST 62ND STREET NEW YORK NY 10065 NONE PUBLIC CHARITIES GENERAL 10000 ANIMAL RESCUE FUND OF THE HAMPTONS 124 DANIELS HOLE RD EAST HAMPTON NY 11937 NONE PUBLIC CHARITIES GENERAL 5000 DUTCHIE & RENEE SENIOR CAT RESCUE 88 AGRESS ROAD MILLSTONE TWP NJ 08535 NONE PUBLIC CHARITIES GENERAL 15000 FRIENDS OF FERAL 848 MT ZION ROAD ALDERSON WV 24910 NONE PUBLIC CHARITIES GENERAL 1000 FRIENDS OF MOHAVE COUNTY ANIMAL SHELTER PO BOX 1224 KINGMAN AZ 86402 NONE PUBLIC CHARITIES GENERAL 2500 GREENPOINT CATS INC 180A ECKFORD STREET BROOKLYN NY 11222 NONE PUBLIC CHARITIES GENERAL 5000 HEARTS ALIVE VILLAGE 4132 S RAINBOW BLVD STE 113 LAS VEGAS NV 89103 NONE PUBLIC CHARITIES GENERAL 2500 LINDAS CAT ASSISTANCE 39-65 52ND STREET WOODSIDE NY 11377 NONE PUBLIC CHARITIES GENERAL 1000 LOGGERHEAD MARINELIFE CENTER 14200 US-1 JUNO BEACH FL 33408 NONE PUBLIC CHARITIES GENERAL 5000 LONG ISLAND BULLDOG RESCUE PO BOX 239 STONY BROOK NY 11790 NONE PUBLIC CHARITIES GENERAL 35000 NORTH SHORE ANIMAL LEAGUE AMERICA 25 DAVIS AVENUE PORT WASHINGTON NY 11050 NONE PUBLIC CHARITIES GENERAL 50000 ORPHAN ANGELS CAT SANCTUARY 5439 W LAKE ROAD ERIE PA 16505 NONE PUBLIC CHARITIES GENERAL 1000 PALM BEACH ISLAND CATS PO BOX 173 PALM BEACH FL 33480 NONE PUBLIC CHARITIES GENERAL 5000 PEGGY ADAMS ANIMAL RESCUE 3200 N MILITARY TRL 3100 WEST PALM BEACH FL 33409 NONE PUBLIC CHARITIES GENERAL 5000 SOUTHAMPTON ANIMAL SHELTER 102 OLD RIVERHEAD ROAD HAMPTON BAYS NY 11946 NONE PUBLIC CHARITIES GENERAL 1500 A SECOND CHANCE PUPPIES & KITTEN RESCUES INC PO BOX 211924 ROYAL PALM BEACH FL 33421 NONE PUBLIC CHARITIES GENERAL 2000 JOYFUL PETS RESCUE 6 UNIVERSITY DR STE 206-212 AMHERST MA 01002 NONE PUBLIC CHARITIES GENERAL 2500 HUMANE LONG ISLAND 3186 SOUND AVE RIVERHEAD NY 11901 NONE PUBLIC CHARITIES GENERAL 2500 RESCUE DOGS RESCUE SOLDIERS PO BOX 326 CHERRY VALLEY NY 13320 NONE PUBLIC CHARITIES GENERAL 5000 176500 0 ANIMAL CARE PROGRAM 03 107363 14 56271 18 -29043 0 134591 0 134591 0 0 0 0 0 0 0 0 0 0 X X 1 HOWARD STERN 17 SQUABBLE LANE SOUTHAMPTON NY 11968 350000 X 2 ROBERT HELLER 801 RODNEY DRIVE NASHVILLE TN 37205 111000 X 3 THE REALREAL 1980 OAKDALE AVENUE SAN FRANCISCO CA 94124 6476 X 4 BIANCAJANE LLC 1065 AVE OF THE AMERICAS NEW YORK NY 10018 12500 X 5 STAR ANIMAL SUNDAYS 8 THE GREEN 5968 DOVER DE 19901 78886 X ACCOUNTING FEES 33186 16593 0 16593 STOCKS & MUTUAL FUNDS 1274401 1415790 1415790 PREPAID INSURANCE 569 569 REGISTRATION FEES AND FILINGS 275 0 0 275 STATE FILING FEES 5933 0 0 5933 BANK CHARGES 417 209 0 208 DUES & SUBSCRIPTIONS 344 0 0 344 ANIMAL CARE PROGRAM (T-SHIRTS) 41800 0 41800 0 ANIMAL CARE PROGRAM (OTHER) 307483 0 65563 241920 TRANSACTION FEES 6369 0 0 6369 INSURANCE EXPENSE 1707 0 0 1707 OTHER MISC. EXPENSE 5000 0 0 5000 ANIMAL CARE PROGRAM 107363 107363 UNREALIZED GAIN 80830 ROBERT HELLER 801 RODNEY DRIVE NASHVILLE TN 37205 STAR ANIMAL SUNDAYS 8 THE GREEN 5968 DOVER DE 19901 TAXES-FEDERAL 1000 0 0 0