2024-11-14T11:27:37-06:00 2023-12-31 520807134 GROSSBERG COMPANY LLP 6500 ROCK SPRING DRIVE SUITE 200 BETHESDA MD 20817 990PF 2023-01-01 834108566 THE STEVEN & KATHY GUTTMAN FAMILY FOUNDATION INC STEV 3015711900 800 SOUTH POINTE DRIVE 1701 MIAMI BEACH FL 33139 STEVEN J GUTTMAN PRESIDENT AND TREASURER 3015711900 2024-11-13 1 1 SAMIM ARDEISHAR P00822945 3015711900 2024-11-12 2023 2024-10-15 13:58:12Z X 8430092 X X 118717 118717 166545 166545 110001 1122495 110001 1925 1911 397188 397174 0 0 0 10700 0 10700 56 56 0 134591 134287 304 145347 134343 11004 410137 410137 555484 134343 421141 -158296 262831 536419 396061 396061 1122495 1122495 1122495 1115631 1124677 1287253 5631244 4581765 5624283 7283294 7224998 8430092 0 100000 0 100000 X 0 0 0 0 7283294 7124998 7283294 7124998 7283294 7224998 7283294 -158296 0 7124998 0 7124998 SCHONFIELD FUNDAMENTAL EQUITY OFFSHORE FUND LTD P 2021-02-23 2023-12-31 557010 506077 50933 50933 SCHONFELD STRATEGIC PARTNERS OFFSHORE FUND LTD P 2021-03-29 2023-12-31 565485 506417 59068 59068 110001 3653 0 3653 0 3653 30971 0 0 0 30971 0 27318 27318 0 0 0 0 0 0 0 0 0 0 0 1 1 DE 1 0 0 0 0 1 N/A STEVE AND KATHY GUTTMAN 3015711900 800 SOUTH POINTE DRIVE UNIT 1701 MIAMI BEACH FL 33139 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 STEVEN J GUTTMAN 800 S POINTE DRIVE APT 1701 MIAMI BEACH FL 33139 PRESIDENT AND TREASURER 1.00 0 0 0 KATHLEEN GUTTMAN 800 S POINTE DRIVE APT 1701 MIAMI BEACH FL 33139 VICE-PRESIDENT AND SECRETARY 1.00 0 0 0 NONE 0 NONE 0 0 7681460 578915 0 8260375 0 0 8260375 123906 8136469 406823 406823 3653 3653 403170 0 403170 0 403170 421141 0 421141 403170 197339 0 0 421141 197339 0 0 223802 0 0 0 0 0 0 0 0 179368 0 0 0 STEVEN J GUTTMAN KATHLEEN GUTTMAN X YALE NEW HAVEN HOSPITAL PO BOX 1849 NEW HAVEN CT 06508 501(C)(3) PUBLIC CHA TO FURTHER THE FOUNDATION'S MISSION 25000 FREDERICK GUNN SCHOOL 99 GREEN HILL RD WASHINGTON CT 06793 501(C)(3) PUBLIC CHA TO FURTHER THE FOUNDATION'S MISSION 275137 NEW ROOTS FOUNDATION 217 NE 4TH FOUNDATION DELRAY BEACH FL 33483 PUBLIC CHARITY 501(C)(3) PUBLIC CHA TO FURTHER THE FOUNDATION'S MISSION 10000 INSTITUTE OF COMPTEMPORARY ART MIAMI 61 NE 41ST ST MIAMI FL 33137 PUBLIC CHARITY 501(C)(3) PUBLIC CHA TO FURTHER THE FOUNDATION'S MISSION 100000 410137 0 14 118717 14 166545 01 1925 18 110001 0 397188 0 397188 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 10700 0 10700 GOLDMAN SACHS X081 600481 654898 CHARLES SCHWAB X264 524196 632355 INVESTMENT IN BLUE OWL GP STAKES IV OFFSHORE INVESTORS LP 1087185 1105186 1105186 INVESTMENT IN PARTNERS CAPITAL MERLIN CO-INVESTMENT FUND I CAYMAN LP 809866 823545 823545 INVESTMENT IN CANDLESTICK CAYMAN FEEDER LTD 1067500 1067500 1387797 INVESTMENT IN SEAHAWK MULTI-STRATEGY FUND 300000 300000 378692 INVESTMENT IN WOODLINE PARTNERS 846141 778526 1422055 INVESTMENT IN SCHONFELD STRATEGIC PARTNERS OFFSHORE FUND 505853 0 0 INVESTMENT IN SCHONFELD FUNDAMENTAL EQUITY OFFSHORE FUND 505667 0 0 INVESTMENT IN CHICAGO ATLANTIC FUND OFFSHORE, LP 509032 507008 507008 CT CORP ANNUAL REG AGENT FEE 70 0 70 ORDINARY LOSS FROM PARTNERS CAPITAL MERLIN K-1 2459 2459 0 INVESTMENT INTEREST EXPENSE - PARTNERS CAPITAL MERLIN CO-INVESTMENT FUND I 1380 1380 0 OTHER DEDUCTIONS - PARTNERS CAPITAL MERLIN CO-INVESTMENT FUND I 773 773 0 PORTFOLIO DEDUCTIONS 73319 73319 0 INVESTMENT MANAGEMENT FEES 56138 56138 0 DE ANNUAL FILING FEE 234 0 234 INVESTMENT INTEREST EXPENSE - CHICAGO ATLANTIC FUND OFFSHORE 218 218 0 PORTFOLIO INCOME FROM INVESTMENTS 974 974 974 FEDERAL TAX REFUND 14 0 14 ROYALTIES 937 937 937 CONTRIBUTIONS PAYABLE 0 100000 FOREIGN TAXES 56 56 0