2024-09-12T14:38:01-05:00 2024-03-31 990PF 2023-04-01 061580750 THE RUTHMARC FOUNDATION INC RUTH 6096839477 9349 COLLINS AVE UNIT 903 SURFSIDE FL 331542699 ANDREW M OKUN PRESIDENT 6096839477 2024-09-11 0 2023 2024-08-08 14:25:15Z X 881143 X X 458 458 20949 20949 292224 590664 292224 3000 0 316631 313631 0 0 0 137 0 0 137 0 0 208200 208200 208337 0 208200 108294 313631 21064 421063 421063 531457 239752 460080 552521 660815 881143 0 0 X 0 0 0 0 552521 660815 552521 660815 552521 660815 552521 108294 0 660815 0 660815 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2010-01-04 2023-12-18 75674 40476 35198 35198 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2011-04-11 2023-12-18 214 127 87 87 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2011-05-10 2023-12-18 143 85 58 58 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2011-06-09 2023-12-18 286 165 121 121 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2011-07-12 2023-12-18 143 82 61 61 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2011-08-09 2023-12-18 71 36 35 35 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2011-09-12 2023-12-18 285 147 138 138 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2011-10-11 2023-12-18 214 109 105 105 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2011-11-09 2023-12-18 143 76 67 67 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2011-12-09 2023-12-18 214 111 103 103 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2012-01-06 2023-12-18 71 37 34 34 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2012-01-06 2023-12-18 785 408 377 377 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2012-01-06 2023-12-18 214 111 103 103 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2012-01-06 2023-12-18 286 148 138 138 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2012-02-09 2023-12-18 71 40 31 31 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2012-03-09 2023-12-18 214 119 95 95 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2012-04-11 2023-12-18 214 117 97 97 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2012-05-09 2023-12-18 143 76 67 67 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2012-06-11 2023-12-18 214 111 103 103 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2012-07-11 2023-12-18 214 112 102 102 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2012-08-09 2023-12-18 143 77 66 66 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2012-09-12 2023-12-18 214 118 96 96 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2012-10-09 2023-12-18 214 120 94 94 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2012-11-09 2023-12-18 143 79 64 64 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2012-12-11 2023-12-18 214 120 94 94 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2013-01-07 2023-12-18 714 409 305 305 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2013-02-11 2023-12-18 214 125 89 89 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2013-03-11 2023-12-18 286 169 117 117 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2013-04-09 2023-12-18 143 84 59 59 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2013-05-09 2023-12-18 143 87 56 56 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2013-06-11 2023-12-18 214 129 85 85 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2013-07-10 2023-12-18 143 86 57 57 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2013-08-09 2023-12-18 143 90 53 53 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2013-09-11 2023-12-18 214 135 79 79 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2013-10-09 2023-12-18 214 134 80 80 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2013-11-12 2023-12-18 143 92 51 51 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2013-12-10 2023-12-18 143 93 50 50 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2014-01-07 2023-12-18 857 561 296 296 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2014-02-11 2023-12-18 71 48 23 23 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2014-03-11 2023-12-18 71 49 22 22 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2014-04-09 2023-12-18 214 144 70 70 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2014-05-09 2023-12-18 143 96 47 47 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2014-06-10 2023-12-18 143 99 44 44 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2014-07-10 2023-12-18 143 100 43 43 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2014-08-11 2023-12-18 71 50 21 21 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2014-09-10 2023-12-18 143 101 42 42 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2014-10-09 2023-12-18 143 98 45 45 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2014-11-12 2023-12-18 143 99 44 44 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2014-12-09 2023-12-18 143 98 45 45 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2015-01-07 2023-12-18 714 466 248 248 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2015-01-07 2023-12-18 71 47 24 24 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2015-01-07 2023-12-18 1999 1305 694 694 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2015-01-07 2023-12-18 1571 1025 546 546 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2015-02-10 2023-12-18 71 47 24 24 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2015-03-10 2023-12-18 143 94 49 49 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2015-04-10 2023-12-18 143 97 46 46 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2015-05-11 2023-12-18 71 49 22 22 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2015-06-09 2023-12-18 143 97 46 46 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2015-07-10 2023-12-18 143 94 49 49 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2015-08-11 2023-12-18 143 95 48 48 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2015-09-10 2023-12-18 214 137 77 77 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2015-10-09 2023-12-18 214 138 76 76 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2015-11-10 2023-12-18 143 93 50 50 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2015-12-09 2023-12-18 286 182 104 104 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2016-01-07 2023-12-18 2427 1440 987 987 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2016-01-07 2023-12-18 2142 1271 871 871 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2016-02-09 2023-12-18 214 118 96 96 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2016-03-09 2023-12-18 357 210 147 147 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2016-04-11 2023-12-18 286 173 113 113 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2016-05-10 2023-12-18 143 86 57 57 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2016-06-09 2023-12-18 214 132 82 82 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2016-07-12 2023-12-18 286 179 107 107 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2016-08-09 2023-12-18 214 137 77 77 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2016-09-12 2023-12-18 428 271 157 157 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2016-10-11 2023-12-18 357 230 127 127 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2016-11-09 2023-12-18 214 135 79 79 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2016-12-09 2023-12-18 571 368 203 203 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2017-01-06 2023-12-18 928 600 328 328 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2017-02-09 2023-12-18 143 96 47 47 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2017-03-09 2023-12-18 286 189 97 97 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2017-04-11 2023-12-18 286 192 94 94 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2017-05-09 2023-12-18 143 97 46 46 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2017-06-09 2023-12-18 286 202 84 84 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2017-07-12 2023-12-18 286 201 85 85 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2017-08-09 2023-12-18 143 101 42 42 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2017-09-12 2023-12-18 357 256 101 101 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2017-10-10 2023-12-18 214 155 59 59 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2017-11-09 2023-12-18 143 103 40 40 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2017-12-11 2023-12-18 214 154 60 60 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2017-12-28 2023-12-18 1499 1066 433 433 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2018-02-07 2023-12-18 143 103 40 40 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2018-03-07 2023-12-18 214 157 57 57 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2018-04-06 2023-12-18 214 154 60 60 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2018-05-07 2023-12-18 143 105 38 38 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2018-06-07 2023-12-18 143 109 34 34 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2018-07-09 2023-12-18 214 162 52 52 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2018-08-07 2023-12-18 143 107 36 36 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2018-09-10 2023-12-18 143 106 37 37 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2018-10-05 2023-12-18 214 158 56 56 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2018-11-07 2023-12-18 143 103 40 40 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2018-12-07 2023-12-18 143 102 41 41 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2018-12-26 2023-12-18 4141 2630 1511 1511 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2019-02-07 2023-12-18 143 102 41 41 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2019-03-07 2023-12-18 143 103 40 40 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2019-04-05 2023-12-18 214 158 56 56 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2019-05-07 2023-12-18 143 106 37 37 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2019-06-07 2023-12-18 143 103 40 40 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2019-07-08 2023-12-18 214 160 54 54 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2019-08-07 2023-12-18 143 104 39 39 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2019-09-09 2023-12-18 143 106 37 37 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2019-10-07 2023-12-18 214 157 57 57 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2019-11-07 2023-12-18 143 107 36 36 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2019-12-06 2023-12-18 143 109 34 34 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2019-12-27 2023-12-18 1428 1110 318 318 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2020-02-07 2023-12-18 143 117 26 26 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2020-03-06 2023-12-18 143 109 34 34 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2020-04-07 2023-12-18 214 146 68 68 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2020-05-07 2023-12-18 143 108 35 35 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2020-06-05 2023-12-18 143 118 25 25 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2020-07-07 2023-12-18 143 125 18 18 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2020-08-07 2023-12-18 71 66 5 5 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2020-09-08 2023-12-18 143 133 10 10 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2020-10-07 2023-12-18 143 141 2 2 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2020-11-06 2023-12-18 71 71 0 0 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2020-12-07 2023-12-18 143 143 0 0 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2020-12-24 2023-12-18 1285 1463 -178 -178 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2021-03-05 2023-12-18 143 164 -21 -21 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2021-04-08 2023-12-18 71 86 -15 -15 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2021-06-07 2023-12-18 143 168 -25 -25 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2021-07-08 2023-12-18 71 85 -14 -14 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2021-09-08 2023-12-18 143 176 -33 -33 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2021-10-07 2023-12-18 71 86 -15 -15 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2021-12-07 2023-12-18 143 167 -24 -24 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2021-12-23 2023-12-18 928 1076 -148 -148 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2022-03-07 2023-12-18 143 148 -5 -5 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2022-04-07 2023-12-18 143 152 -9 -9 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2022-05-06 2023-12-18 71 69 2 2 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2022-06-07 2023-12-18 214 207 7 7 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2022-07-08 2023-12-18 143 131 12 12 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2022-08-05 2023-12-18 71 69 2 2 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2022-09-08 2023-12-18 214 203 11 11 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2022-10-07 2023-12-18 143 130 13 13 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2022-11-07 2023-12-18 71 64 7 7 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2022-12-07 2023-12-18 286 263 23 23 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2022-12-23 2023-12-18 642 580 62 62 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2023-02-07 2023-12-18 71 69 2 2 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2023-03-07 2023-12-18 214 203 11 11 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2023-04-10 2023-12-18 143 133 10 10 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2023-05-05 2023-12-18 71 66 5 5 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2023-06-07 2023-12-18 214 206 8 8 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2023-07-10 2023-12-18 143 140 3 3 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2023-08-07 2023-12-18 71 70 1 1 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2023-09-08 2023-12-18 214 207 7 7 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2023-10-06 2023-12-18 214 199 15 15 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2023-11-07 2023-12-18 214 199 15 15 SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 2023-12-07 2023-12-18 214 207 7 7 VANGUARD INTERMEDIATE-TERM CORPORATE BOND 2016-01-25 2023-04-18 70346 73990 -3644 -3644 VANGUARD INTERMEDIATE-TERM CORPORATE BOND 2016-01-25 2023-04-18 1599 1682 -83 -83 PARSEC INSTITUTIONAL FUND P 2008-04-01 2023-12-31 396495 149373 247122 247122 292224 4359 0 4359 0 4359 2376 0 5000 0 7376 X 0 3017 3017 0 0 0 0 0 0 0 0 0 0 0 1 1 DE FL 1 0 0 0 0 0 N/A ANDREW M OKUN 6096839477 9349 COLLINS AVE UNIT 903 SURFSIDE FL 331542699 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ANDREW M OKUN 9349 COLLINS AVE UNIT 903 SURFSIDE FL 331542699 PRESIDENT/TREASURER 0.00 0 0 0 LAURIE R OKUN 9349 COLLINS AVE UNIT 903 SURFSIDE FL 331542699 VICE PRESIDENT/SECRETARY 0.00 0 0 0 NONE 0 NONE 0 0 791040 182762 0 973802 0 0 973802 14607 959195 47960 47960 4359 4359 43601 0 43601 0 43601 208200 0 208200 43601 0 0 268468 298515 226444 243517 191178 1228122 208200 0 0 0 43601 164599 0 0 1392721 0 0 0 0 0 0 268468 1124253 298515 226444 243517 191178 164599 ANDREW M OKUN X ACHIEVE MIAMI 220 MIRACLE MILE - STE 236 CORAL GABLES FL 33134 QUALIFIED RECIPIENT EDUCATIONAL ACTIVITIES 10800 CLEVELAND CLINIC PHILANTHROPY INSTITUTE PO BOX 931517 CLEVELAND OH 44193 QUALIFIED RECIPIENT PUBLIC INTEREST 25000 CLEVELAND CLINIC PHILANTHROPY INSTITUTE PO BOX 931517 CLEVELAND OH 44193 QUALIFIED RECIPIENT PUBLIC INTEREST 36000 MOUNT SINAI MEDICAL CENTER FOUNDATION 4300 ALTON ROAD - ASCHER BLDG SUITE 100 MIAMI BEACH FL 33140 QUALIFIED RECIPIENT PUBLIC INTEREST 50000 PRINCETON MEDICAL CENTER FND 253 WITHERSPOON STREET PRINCETON NJ 08540 QUALIFIED RECIPIENT PUBLIC INTEREST 18000 SEEDS ACCESS 303-304 WASHINGTON STREET NEWARK NJ 07102 QUALIFIED RECIPIENT EDUCATIONAL ACTIVITIES 68400 208200 0 14 458 14 20949 18 292224 REFUND OF EXCISE TAX 3000 3000 313631 0 316631 0 0 0 0 0 0 0 0 0 0 STOCK HELD AT UBS 239752 460080 REPRRESENTATION FEES 112 0 0 FILING FEES 25 0 0 REFUND OF EXCISE TAX 3000 3000