2024-10-11T15:52:22-05:00 2023-12-31 650790143 THE KLEIN GROUP 2300 NW CORPORATE BLVD STE 112 BOCA RATON FL 33431 990PF 2023-01-01 822588236 JODI AND PAUL TARTELL FAMILY FOUNDATION INC JODI 3057257725 640 N ISLAND GOLDEN BEACH FL 33160 JODI TARTELL PRESIDENT 3057257725 2024-10-10 1 1 BRANDON S KLEIN P01405740 5614199995 2024-10-10 2023 2024-10-15 13:58:12Z X 3036964 X 131989 855 855 60039 60039 -25339 182415 0 167544 60894 0 0 0 4700 4700 0 13503 13503 0 432 432 0 63849 212 0 82484 18847 0 108540 108540 191024 18847 108540 -23480 42047 7443 10818 10818 150740 345399 345399 2062932 1869326 2680747 2221115 2225543 3036964 35575 62245 35575 62245 X 0 0 0 0 2185540 2163298 2185540 2163298 2221115 2225543 2185540 -23480 1497 2163557 259 2163298 WESTERN ASSET CORE PLUS BOND FD CL 1 P 2023-01-31 2023-12-29 7434 7205 229 229 WESTERN ASSET CORE PLUS BOND FD CL 1 P 2019-02-07 2023-12-29 168300 200549 -32249 -32249 CAPITAL GAINS DIVIDENDS P 6681 6681 6681 -25339 584 0 584 0 584 1636 0 1500 0 3136 0 2552 2552 0 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 1 0 0 1 N/A THE FOUNDATION 3057257725 640 N ISLAND GOLDEN BEACH FL 33160 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JODI TARTELL 640 N ISLAND GOLDEN BEACH FL 33160 PRESIDENT 5.00 0 0 0 STEVEN GEDULD 250 S ISLAND GOLDEN BEACH FL 33160 VICE PRESIDENT 5.00 0 0 0 DAVID GEDULD 20155 NE 38TH CT APT 2404 AVENTURA FL 33180 SECRETARY 5.00 0 0 0 NONE 0 NONE 0 0 2627865 109765 0 2737630 0 0 2737630 41064 2696566 134828 134828 584 584 134244 0 134244 0 134244 108540 0 108540 134244 0 0 12494 11221 19375 43090 108540 0 0 0 108540 0 25704 25704 17386 0 0 0 0 0 0 0 17386 17386 JODI TARTELL X ANDERSON CENTER FOR AUTISM 4885 US-9 P O BOX 367 STAATSBURG NY 12580 PC TO ENABLE THE ORGANIZATION TO PERFORM ITS CHARITABLE FUNCTION 1000 AVENTURA TURNBERRY JEWISH COMMUNITY CENTER 20400 NE 30TH AVE MIAMI FL 33180 PC TO ENABLE THE ORGANIZATION TO PERFORM ITS CHARITABLE FUNCTION 5200 BARRINGTON STAGE COMPANY 30 UNION ST PITTSFIELD MA 01201 PC TO ENABLE THE ORGANIZATION TO PERFORM ITS CHARITABLE FUNCTION 25977 BERKSHIRE RESOURCE PROJECT 85 MAIN ST SUITE 212 NORTH ADAMS MA 01247 PC TO ENABLE THE ORGANIZATION TO PERFORM ITS CHARITABLE FUNCTION 2975 BERKSHIRE THEATRE GROUP 111 SOUTH ST PITTSFIELD MA 01201 PC TO ENABLE THE ORGANIZATION TO PERFORM ITS CHARITABLE FUNCTION 10000 BOSTON SYMPHONY ORCHESTRA 301 MASSACHUSETTS AVE BOSTON MA 02115 PC TO ENABLE THE ORGANIZATION TO PERFORM ITS CHARITABLE FUNCTION 5000 BROWARD PERFORMING ARTS FOUNDATION 201 SW 5TH AVE FT LAUDERDALE FL 33312 PC TO ENABLE THE ORGANIZATION TO PERFORM ITS CHARITABLE FUNCTION 5000 FRIENDS OF THE IDF P O BOX 4224 NEW YORK NY 10163 PC TO ENABLE THE ORGANIZATION TO PERFORM ITS CHARITABLE FUNCTION 5500 JGIVE-FRIENDS OF ASOR FUND USA INC 24 HEBRON RD JVP MEDIA QUARTER JERUSALEM IS 9354212 PC TO ENABLE THE ORGANIZATION TO PERFORM ITS CHARITABLE FUNCTION 5000 LAW ROCKS INC 18645 SHERMAN WAY SUITE 211 RESEDA CA 91335 PC TO ENABLE THE ORGANIZATION TO PERFORM ITS CHARITABLE FUNCTION 1143 MIAMI JEWISH FILM FESTIVAL 4200 BISCAYNE BLVD MIAMI FL 33137 PC TO ENABLE THE ORGANIZATION TO PERFORM ITS CHARITABLE FUNCTION 5205 ROOTS RISING INC P O BOX 1805 PITTSFIELD MA 01202 PC TO ENABLE THE ORGANIZATION TO PERFORM ITS CHARITABLE FUNCTION 1000 THE SHUL 9540 COLLINS AVE SURFSIDE FL 33154 PC TO ENABLE THE ORGANIZATION TO PERFORM ITS CHARITABLE FUNCTION 540 YOUTH RENEWAL FUND 1460 BROADWAY NEW YORK NY 10036 PC TO ENABLE THE ORGANIZATION TO PERFORM ITS CHARITABLE FUNCTION 5000 ZIONIST ORGANIZATION OF AMERICA 633 THIRD AVE NEW YORK NY 10017 PC TO ENABLE THE ORGANIZATION TO PERFORM ITS CHARITABLE FUNCTION 30000 108540 0 14 855 14 60039 18 -25339 0 35555 0 35555 0 0 0 0 0 0 0 0 0 0 X X 1 JGT CHARITABLE LEAD TR UTD IRWIN GEDULD 2016 FAM LIM ACC TST 640 N ISLAND GOLDEN BEACH FL 33160 131989 X ACCOUNTANT FEES 4700 4700 0 INVESTMENTS IN STOCKS 1869326 2680747 2024 DIVIDEND POSTED IN 2023 259 LICENSES AND FEES 212 212 0 LIFE INSURANCE PREMIUM 63637 0 0 RETURN OF CAPITAL ADJUSTMENTS 829 OTHER COST BASIS ADJUSTMENTS 668 CREDIT CARD PAYABLE 35575 62245 INVESTMENT ADVISORY FEES 13503 13503 0 JGT CHARITABLE LEAD TR UTD IRWIN GEDULD 2016 FAM LTD ACC TST 640 N ISLAND GOLDEN BEACH FL 33160 FOREIGN TAXES PAID 432 432 0