2024-11-14T16:05:13-06:00 2023-12-31 131578842 WEAVER AND TIDWELL LLP 1 PENN PLAZA SUITE 3200 NEW YORK NY 10119 990PF 2023-01-01 650350361 THE STUART S AND BYRDIE GOULD FDTN C/O JAY GOULD STUA 9176530516 7485 VICTORY LANE DELRAY BEACH FL 33446 JAY GOULD TRUSTEE 9176530516 2024-11-15 1 1 HERSHEL STERN P01246034 2124865500 2023 2024-10-15 13:58:12Z X 7073265 X X 200081 200081 2801 2801 2801 465024 669199 465024 3714 3714 671620 671620 0 0 0 17838 17838 0 739 739 0 40957 34530 6427 59534 53107 6427 702078 702078 761612 53107 708505 -89992 618513 90434 45819 45819 921593 858485 858485 15864 15957 15957 5067436 6153004 6153004 6095327 7073265 7073265 0 0 X 0 0 0 0 6095327 7073265 6095327 7073265 6095327 7073265 6095327 -89992 1079432 7084767 11502 7073265 SCHWAB LT GAIN P 600387 600754 7458 7458 SCHWAB ST GAIN P 68812 68952 91661 91661 GOULD K-1 P -8078 -8078 GOULD K-1 P 51759 51759 GOULD K-1 P 282498 282498 K-1 ALTFEST P 1941 1941 K-1 ALTFEST P -4531 -4531 K-1 VORNADO REALTY P -5 -5 K-1 VORNADO REALTY P -369 -369 K-1 ALTFEST P 1350 1350 SCHWAB ST GAIN P 11547 11547 OLP LT CAPITAL GAIN P 12346 12346 K-1 VORNADO REALTY P -155 -155 BRT DIVIDENDS P 17602 17602 465024 8597 0 8597 0 8597 10810 0 5000 0 15810 0 7213 7213 0 0 0 0 0 0 0 0 0 0 0 0 1 FL NY 1 0 0 0 0 1 N/A JAY GOULD 9176530516 7485 VICTORY LANE DELRAY BEACH FL 33446 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 N JAY GOULD 7485 VICTORY LANE DELRAY BEACH FL 33446 TRUSTEE 5.00 0 0 0 SUSAN GOULD KERR 1117 WEST TUCKEY LANE PHOENIX AZ 85013 TRUSTEE 0.00 0 0 0 HAROLD GOULD 12080 NW 67TH CT PARKLAND FL 33076 TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 NONE 0 NONE 0 0 6940455 50875 0 6991330 0 0 6991330 104870 6886460 344323 344323 8597 8597 335726 0 335726 0 335726 708505 0 708505 335726 0 0 28759 122467 246902 226980 271351 896459 708505 0 0 0 335726 372779 0 0 1269238 0 0 0 0 0 0 28759 1240479 122467 246902 226980 271351 372779 X ADL 605 3RD AVE NEW YORK NY 10158 NONE EXEMPT TO FURTHER THE ORGANIZATIONS CHARITABLE OBJECTIVES 5000 AJC PALM BEACH PO BOX 7247 PHILADELPHIA PA 19170 NONE EXEMPT TO FURTHER THE ORGANIZATIONS CHARITABLE OBJECTIVES 15000 ALEXANDRIA MENTAL HEALTH CTR 4850 MARK CENTER DR ALEXANDRIA NC 22311 NONE EXEMPT TO FURTHER THE ORGANIZATIONS CHARITABLE OBJECTIVES 5000 AMERICAN ISRAELI EDUCATION FOUNDATION 251 H ST NW WASHINGTON DC 20001 NONE EXEMPT TO FURTHER THE ORGANIZATIONS CHARITABLE OBJECTIVES 57000 BE AN ELF 8117 W MANCHESTER AV PLAYA DEL REY CA 90293 NONE EXEMPT TO FURTHER THE ORGANIZATIONS CHARITABLE OBJECTIVES 6000 BIRTHRIGHT ISRAEL FOUNDATION PO BOX 5892 HICKSVILLE NY 11802 NONE EXEMPT TO FURTHER THE ORGANIZATIONS CHARITABLE OBJECTIVES 16000 BUSINESS SCHOOL - UNIVERSITY OF NORTH CAROLINA 300 KEANAN DR CHAPEL HILL NC 27599 NONE EXEMPT TO FURTHER THE ORGANIZATIONS CHARITABLE OBJECTIVES 3000 CAMERA PO BOX 35040 BOSTON MA 02135 NONE EXEMPT TO FURTHER THE ORGANIZATIONS CHARITABLE OBJECTIVES 9000 CAROLINA HILLEL - UNIVERSITY OF NORTH CAROLINA 210 W CAMERON AVE CHAPEL HILL NC 27516 NONE EXEMPT TO FURTHER THE ORGANIZATIONS CHARITABLE OBJECTIVES 15000 CHABAD OF DURHAM 501 N ESTES DRIVE CHAPEL HILL NC 27514 NONE EXEMPT TO FURTHER THE ORGANIZATIONS CHARITABLE OBJECTIVES 25000 FOUNDATION FOR A SMOKEFREE AMERICA 20 WEST 20TH ST NEW YORK NY 10011 NONE EXEMPT TO FURTHER THE ORGANIZATIONS CHARITABLE OBJECTIVES 6000 FRIENDS OF IDF 1430 BROADWAY NEW YORK NY 10118 NONE EXEMPT TO FURTHER THE ORGANIZATIONS CHARITABLE OBJECTIVES 37000 FRIENDS OF MAGAN DAVID ADOM 352 SEVENTH AVENUE SUITE 400 NEW YORK NY 10001 NONE EXEMPT TO FURTHER THE ORGANIZATIONS CHARITABLE OBJECTIVES 15000 GROUND UP PRODUCTIONS 72 BARROW STREET SUITE 2N NEW YORK NY 10014 NONE EXEMPT TO FURTHER THE ORGANIZATIONS CHARITABLE OBJECTIVES 10000 ISRAEL TENNIS CENTER FOUNDATION 57 W 38TH ST STE 605 NEW YORK NY 10018 NONE EXEMPT TO FURTHER THE ORGANIZATIONS CHARITABLE OBJECTIVES 8000 JEWISH FDERATION OF SOUTH PALM BEACH 9901 DONNA KLEIN BLVD BOCA RATON FL 33428 NONE EXEMPT TO FURTHER THE ORGANIZATIONS CHARITABLE OBJECTIVES 10000 JEWISH NATIONAL FUND 42 EAST 69TH STREET NEW YORK NY 10021 NONE EXEMPT TO FURTHER THE ORGANIZATIONS CHARITABLE OBJECTIVES 22000 LANDMARK SCHOOL 429 HALE STREET PRIDES CROSSING MA 01965 NONE EXEMPT TO FURTHER THE ORGANIZATIONS CHARITABLE OBJECTIVES 37000 LAW SCHOOL - UNIVERSITY OF NORTH CAROLINA 160 RIDGE RD CHAPEL HILL NC 27599 NONE EXEMPT TO FURTHER THE ORGANIZATIONS CHARITABLE OBJECTIVES 5000 RAMS CLUB (UNC) 450 SKIPPER BOWLES DR CHAPEL HILL NC 27599 NONE EXEMPT TO FURTHER THE ORGANIZATIONS CHARITABLE OBJECTIVES 22000 SEEDS OF PEACE 370 LEXINGTON AVENUE SUITE 1201 NEW YORK NY 10017 NONE EXEMPT TO FURTHER THE ORGANIZATIONS CHARITABLE OBJECTIVES 14000 STAND WITH US PO BOX 341069 LOS ANGELES CA 90034 NONE EXEMPT TO FURTHER THE ORGANIZATIONS CHARITABLE OBJECTIVES 3000 UJA - LONG ISLAND 6900 JERICHO TURNPIKE SUITE 302 SYOSSET NY 11791 NONE EXEMPT TO FURTHER THE ORGANIZATIONS CHARITABLE OBJECTIVES 275000 UJA FEDERATION 130 EAST 59TH STREET NEW YORK NY 10022 NONE EXEMPT TO FURTHER THE ORGANIZATIONS CHARITABLE OBJECTIVES 29078 UNIVERSITY OF NORTH CAPOLINA ARTS & SCIENCES - CENTER FOR JEWISH STUDIES 205 SOUTH BUILDING CHAPEL HILL NC 27599 NONE EXEMPT TO FURTHER THE ORGANIZATIONS CHARITABLE OBJECTIVES 10000 SCHWARTZMAN ANIMAL MEDICAL CENTER 510 E 62ND ST NEW YORK NY 10065 NONE EXEMPT TO FURTHER THE ORGANIZATIONS CHARITABLE OBJECTIVES 3000 THE GOULD KERR FAMILY FOUNDATION 1117 WEST TUCKEY LANE PHOENIX AZ 85013 NONE EXEMPT TO FURTHER THE ORGANIZATIONS CHARITABLE OBJECTIVES 40000 702078 0 14 198295 1786 525990 2801 3714 18 465024 2801 663319 5500 671620 5 N/A 0 0 0 0 0 0 0 0 0 0 THE GOULD KERR FAMILY FOUNDATION 1117 WEST TUCKEY LANE PHEONIX AZ 85013 2023-07-27 40000 GENERAL CHARITABLE GIVING NO FUNDS DIVERTED JANUARY 2024 2024-01-01 IN JANUARY 2024, THIS FOUNDATION MADE A VERIFICATION OF CONTRIBUTIONS MADE BY THE GOULD KERR FOUNDATION TO ENSURE THE FOUNDATION WAS IN COMPLIANCE WITH THE GRANT AND THE PROGRESS IT IS MAKING TO ACHIEVE CHARITABLE PURPOSES BANC OF AMERICA FDG 7% - $22,042 15957 15957 BRT REALTY TRUST - 23,469 SHS 436289 436289 ONE LIBERTY PROPERTIES - 14,474 SHS 317125 317125 TRAVELERS COMPANIES - 262 SHARES 49908 49908 URBAN EDGE PPTYS - 2,945 SHS 53894 53894 WABTEC - 10 SHARES 1269 1269 ALTFEST ALTERNATIVE VALUE FMV 458026 458026 YACKTMAN FOCUSED FUND - 3,231 SHS FMV 64946 64946 ANGEL OAK MULTI STRATEGY- 13,412 SHS FMV 113599 113599 DEER PARK TOTAL RETURN - 12,855 SHS FMV 112871 112871 DOUBLELINE TOTAL RETURN - 3,831 SHS FMV 33869 33869 FIDELITY ADV HEALTH CARE - 1,290 SHS FMV 86105 86105 GOLDMAN SACHS GQG - 6,751 SHS FMV 133747 133747 GOULD INVESTORS LP - 8,985 SHS FMV 3953490 3953490 ISHARES 0-5 YEAR TIPS - 1,085 SHS FMV 107001 107001 LAZARD GLOBAL LISTED INF - 6,115 SHS FMV 93434 93434 LOOMIS SAYLES BOND CL I - 2,977 SHS FMV 34653 34653 LSV VALUE EQUITY FUND -1,706 SHS FMV 42589 42589 MOERUS WORLDWIDE VALUE - 4,706 SHS FMV 69089 69089 OAKMARK INTL FUND CLASS I - 2,272 SHS FMV 60826 60826 OAKMARK SELECT FUND - 512 SHS FMV 36072 36072 PIMCO INCOME INSTL CL - 9,352 SHS FMV 99314 99314 PIMCO REAL RETURN FUND - 7,513 SHS FMV 75355 75355 T ROWE PRICE MID CAP - 927 SHS FMV 92981 92981 VORNADO - 1228 SHS FMV 100216 100216 ALL SPRING SPECIAL SM - 1,456 SHS FMV 60135 60135 JPMORGAN HEDGED EQTY FD - 5,228 SHS FMV 148994 148994 FIRST TRUST NORTH AMERICAN ENERG - 557 SHS FMV 15423 15423 INNOVATOR GROW 100 POWER - 1,059 SHS FMV 58356 58356 VANGUARD COMMUNICATION SERVICES - 142 SHS FMV 16717 16717 ANGEL OAK FINANCIALS INC - 4,759 SHS FMV 36220 36220 PGIM JENNISON HEALTH SCI ENCES - 352 FMV 15824 15824 T. ROWE PRICE ALL-CAP OPPORTUNITIES - 519 FMV 33152 33152 FEDERAL INCOME TAX EXPENSE 11500 VORNADO NONDEDUCTIBLE EXPENSE 2 FILING FEE 500 0 500 OFFICE EXPENSE 5927 0 5927 RENTAL EXPENSES GOULD INVESTORS 11-2763164 34530 34530 0 ALTFEST K-1 -8276 -8276 -8276 OTHER INCOME 12582 12582 12582 K-1 VORNADO REALTY -592 -592 -592 UNREALIZED LOSS - MKT SEC 1079432 ADVISOR FEES 17838 17838 0 FOREIGN TAX - 1099 SCHWAB 739 739 0