2024-07-16T13:47:08-05:00 2024-05-31 270288171 Schwartz & Ginsberg CPA's PC 1675 Broadway New York NY 100194315 990PF 2023-06-01 226384497 MARGARET & DANIEL RANZMAN FOUNDATION INC MARG 2124684915 1675 BROADWAY 31 FL NEW YORK NY 10019 MARGARET RANZMAN PRESIDENT 2124684915 2024-06-19 1 MARGARET RANZMAN 999009999 0 NICOLE JACOBOWITZ P00837676 2124684919 2024-06-19 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 2034355 X 274437 792 792 59229 59229 -7410 272876 49654 327048 109675 0 0 0 4100 2733 1367 2234 0 0 3196 2131 1065 9530 4864 2432 143673 143673 153203 4864 146105 173845 104811 41263 25103 25103 467723 615998 615998 71539 41466 41574 510889 486024 811400 452750 549407 540280 1544164 1717998 2034355 0 0 X 1544164 1717998 0 0 0 0 1544164 1717998 1544164 1717998 1544164 173845 0 1718009 11 1717998 FIDELITY 500 INDEX FUND P 2024-05-31 9041 5677 3364 3364 VANGAURD INFO TECH ETF P 2023-05-31 2024-05-31 24753 18838 5915 5915 ISHARES 7-10 YEAR TREASURY P 2023-05-31 2024-05-31 17886 19834 -1948 -1948 VANGUARD TOTAL BOND MARKET P 2023-05-31 2024-05-31 2717 2894 -177 -177 ISHARES 7-10 YEAR TREASURY P 2023-05-31 2024-05-31 17882 19510 -1628 -1628 ISHARES US TREASURY BOND P 2023-05-31 2024-05-31 5687 6010 -323 -323 ISHARES US TREASURY BOND P 2023-05-31 2024-05-31 5663 5986 -323 -323 VANGAURD TOTAL BOND MARKET P 2023-05-31 2024-05-31 2716 2894 -178 -178 FIDELITY 500 INDEX FUND P 2023-05-31 2024-05-31 13528 7831 5697 5697 VANGAURD TOTAL BOND MARKET P 2023-05-31 2024-05-31 18606 19498 -892 -892 ISHARES 7-10 YEAR TREASURY P 2023-05-31 2024-05-31 95 102 -7 -7 ISHARES 7-10 YEAR TREASURY P 2023-05-31 2024-05-31 12438 13297 -859 -859 ISHARES 7-10 YEAR TREASURY P 2023-05-31 2024-05-31 13257 13981 -724 -724 VANGAURD TOTAL BOND MARKET P 2023-05-31 2024-05-31 22447 23382 -935 -935 HEALTH CARE SELECT SECTOR P 2023-05-31 2024-05-31 4540 4053 487 487 VANGUARD INT-TERM CORPORATE P 2023-05-31 2024-05-31 79 80 -1 -1 VANGUARD INT-TERM CORPORATE P 2023-05-31 2024-05-31 79 80 -1 -1 VANGUARD INT-TERM CORPORATE P 2023-05-31 2024-05-31 41528 41902 -374 -374 ADVANCED MICRO DEVICES P 2023-05-31 2024-05-31 47133 14769 32364 32364 TESLA INC P 2023-05-31 2024-05-31 12801 2604 10197 10197 49654 1457 0 1457 0 1457 1560 0 0 0 1560 0 103 103 0 0 0 0 0 0 0 0 0 0 0 1 1 DE 1 0 0 0 0 1 N/A SCHWARTZ GINSBERG CPA'S PC 2124684915 1675 BROADWAY 32ND FL NEW YORK NY 10019 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MARGARET KUO RANZMAN 1180 PONCE DE LEON BLVD - SUITE 601 CLEARWATER FL 33756 PRESIDENT 5.00 0 0 0 GARY LEE HOLCOMB 1180 PONCE DE LEON BLVD - SUITE 601 CLEARWATER FL 33756 OFFICER 5.00 0 0 0 EMMALINE KUO RANZMAN 1180 PONCE DE LEON BLVD - SUITE 601 CLEARWATER FL 33756 OFFICER 5.00 0 0 0 NONE 0 NONE 0 0 1291677 590194 0 1881871 0 0 1881871 28228 1853643 92682 92682 1457 1457 91225 0 91225 0 91225 146105 0 146105 91225 65110 0 0 146105 65110 0 0 80995 0 0 0 0 0 0 0 0 10230 0 0 0 MARGARET KUO RANZMAN X MORTON PLANT MEASE HEALTH CARE FOUNDATION 1200 DRUID ROAD SOUTH CLEARWATER FL 33756 501(C)(3) GENERAL 51000 NEPAL EDUCATION AND DEVELOPMENT 18-20 LYNDHURST TERRACE HK 501(C)(3) GENERAL 10000 NY PRESBYTERIAN 850 THIRD AVENUE NEW YORK NY 10022 501(C)(3) GENERAL 82673 143673 0 14 792 14 59229 18 -7410 0 52611 0 52611 0 0 0 0 0 0 0 0 0 0 X X 1 MARGARET KUO RANZMAN 532 BLUFF VIEW DRIVE BELLEAIR BLUFFS FL 33770 200000 X 2 MARGARET KUO RANZMAN 532 BLUFF VIEW DRIVE BELLEAIR BLUFFS FL 33770 61104 X 3 MARGARET KUO RANZMAN 532 BLUFF VIEW DRIVE BELLEAIR BLUFFS FL 33770 13333 X 2 308 SHARES, ADVANCED MICRO DEVICES 61104 2024-03-11 3 75 SHARES, TESLA INC 13333 2024-03-11 SCHWARTZ & GINSBERG, CPA'S PC 4100 2733 1367 BLCKRCK HI YLD BND PORT-K 38898 40187 PIMCO INCOME FUND-INS 13970 13838 VANGUARD INT-TERM CORPORATE 95672 97087 VANGUARD MORTGAGE BACKED SEC 115881 110851 VANGUARD TOTAL BOND MKT 230542 224782 VANGUARD LONG-TERM TREASURY 41014 39972 VANGUARD EMERG MKTS GOV BND 13430 13563 COMM SERV SELECT SECTOR SPDR 23934 35136 CONSUMER DISCRETIONARY SELT 23127 27803 CONSUMER STAPLES SPDR 11520 12220 ENERGY SELECT SECTOR SPDR 11567 15192 FIDELITY 500 INDEX FUND 280470 536353 FINANCIAL SELECT SECTOR SPDR 36208 46387 HEALTH CARE SELECT SECTOR 30856 33913 INDUSTRIAL SELECT SECT SPDR 16296 20997 VANGUARD INFO TECH ETF 52046 83399 41466 41574 0 0 COST BASIS ADJUSTMENT 11 INVESTMENT MGMT.FEES 3196 2131 1065 FEDERAL EXCISE TAX 2234 0 0