2024-10-28T07:10:17-07:00 2024-07-31 382369834 FRIEDMAN & ASSOCIATES PC 5759 WEST MAPLE ROAD WEST BLOOMFIELD MI 48322 990PF 2023-08-01 510141976 KLEIN-GOLDMAN FAMILY FOUNDATION KLEI 2489321080 31285 RAMBLE RD FRANKLIN MI 480251367 CAROL A GOLDMAN-KLEIN TRUSTEE 2489321080 2024-10-28 true true MICHAEL FRIEDMAN CPA P01239286 2489321080 2024-10-28 2023 2024-10-15 13:58:12Z X 3100053 X X 33 68710 256958 675289 256958 2820 0 0 325701 256958 2820 2600 650 1950 6810 1703 5107 0 6269 852 0 64 23 15743 3228 7057 100015 100015 115758 3228 107072 209943 253730 2820 0 0 0 20975 142274 142274 0 0 1385373 1477544 2957779 0 0 0 0 0 0 1406348 1619818 3100053 0 0 0 3527 0 3527 X 583496 583496 822852 1032795 1406348 1616291 1406348 1619818 1406348 209943 1616291 1616291 200,000 - U.S. TREASURY BILLS P 2023-06-14 2023-08-10 200000 0 198438 1562 0 0 0 1562 1,000 - U.S. TREASURY BILLS P 2023-09-14 2023-10-06 988 0 991 -3 0 0 0 -3 25,000 - U.S. TREASURY BILLS P 2023-09-14 2023-10-23 24881 0 24776 105 0 0 0 105 506.604 - LORD ABBETT ULTRA SHORT BOND FD CL A P 2018-11-02 2023-10-17 5000 0 5059 -59 0 0 0 -59 174,000 - U.S. TREASURY BILLS P 2023-09-14 2023-11-24 174000 0 172844 1156 0 0 0 1156 2,000 - NEXTERA ENERGY INC P 1985-03-27 2024-03-11 114315 0 5601 108714 0 0 0 108714 502.031 - LORD ABBETT ULTRA SHORT BOND FD CL A P 2018-11-02 2024-04-22 5000 0 5020 -20 0 0 0 -20 2,000 - NEXTERA ENERGY INC P 1985-03-27 2024-05-21 151105 0 5602 145503 0 0 0 145503 256958 2820 3527 0 3527 0 3527 0 2000 2000 2000 X 30 1557 0 false false false false false false false true true MI true false false false false true N/A FRIEDMAN & ASSOCIATES PC 2489321080 5759 W MAPLE RD WEST BLOOMFIELD MI 483224493 false false false false false false false false true 2022 2021 2020 2019 true false false false false false false false false false false false false CAROL A GOLDMAN-KLEIN 31285 RAMBLE RD FRANKLIN MI 48025 TRUSTEE 5.00 0 0 0 NONE 0 NONE 0 N/A 0 N/A 0 0 0 2711248 73501 0 2784749 0 2784749 41771 2742978 137149 137149 3527 3527 133622 133622 133622 107072 0 107072 133622 126433 2019 2020 2021 346576 74576 86437 92246 72305 99716 425280 107072 0 107072 532352 346576 346576 126433 133622 74576 457776 86437 92246 72305 99716 107072 X SEE STATEMENT 1 N/A NA MI 00000 NC VARIOUS 100015 100015 14 33 14 68710 18 256958 256958 325701 256958 582659 1 N/A false false false false false false false false false false Friedman & Associates, PC, CPAs Acctg., Tax Prep. 6810 1703 5107 N/A 0 SEE PAGE 3, PART IV 675289 418331 256958 GAIL KLEIN LEGAL 2600 650 1950 BROKER & FUND FEES 23 23 PENALTIES 41 FEDERAL INCOME TAX PAYABLE 0 3527 FEDERAL INCOME TAX 5417 FOREIGN TAXES ON DIVIDENDS 852 852