2025-03-27T14:57:54-05:00 2024-12-31 200708248 PIVOT CPAS PA 238 PONTE VEDRA PARK DR ST 201 PONTE VEDRA BEACH FL 32082 990PF 2024-01-01 592610691 GEFEN-JAFFE FAMILY FOUNDATION INC GEFE 9042962630 6550 SAINT AUGUSTINE ROAD 104 JACKSONVILLE FL 32217 BARBARA G JAFFE PRESIDENT 9042962630 2025-03-27 1 1 PAMELA BOMBA P01204136 9042802053 2024 2025-03-06 01:10:19Z X 2219424 X X 41721 40831 29354 49183 29354 71075 70185 0 0 0 2000 1000 1000 1561 1561 0 3561 2561 1000 92050 92050 95611 2561 93050 -24536 67624 26048 21338 21338 854639 832673 2198086 880687 854011 2219424 0 0 X 880687 854011 880687 854011 880687 854011 880687 -24536 0 856151 2140 854011 SPDR SSGA MULTI-ASSET REAL RTN P 2013-09-24 2024-09-10 7167 7660 -493 -493 GE VERNOVA INC P 2010-05-25 2024-04-02 62 40 22 22 ISHARES S&P 500 GROWTH ETF P 2004-03-12 2024-07-16 9964 1437 8527 8527 ISHARES S&P 500 GROWTH ETF P 2004-03-12 2024-12-10 10310 1382 8928 8928 ISHARES SMALL CAP 600 G ETF P 2006-02-09 2024-11-15 14228 3078 11150 11150 SPDR SSGA MULTI-ASSET REAL RTN P 2016-01-20 2024-09-10 2916 2196 720 720 VANGUARD FTSE EMERGING MARKETS P 2010-07-09 2024-11-22 4536 4036 500 500 29354 940 0 940 0 940 720 0 0 0 720 0 220 0 0 0 0 0 0 0 0 0 0 0 1 FL 1 0 0 0 0 1 N/A JAFFE & COMPANY INC 9042962630 6550 SAINT AUGUSTINE ROAD 104 JACKSONVILLE FL 32217 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BARBARA G JAFFE 6740-109 EPPING FOREST WAY N JACKSONVILLE FL 32217 PRESIDENT/SECRETARY 1.00 0 0 0 BRADLEY ZIMMERMAN 6740-109 EPPING FOREST WAY N JACKSONVILLE FL 32217 TRUSTEE 1.00 0 0 0 SANFORD ZIMMERMAN 6740-109 EPPING FOREST WAY N JACKSONVILLE FL 32217 TREASURER 1.00 0 0 0 NONE 0 NONE 0 0 2165130 18974 0 2184104 0 0 2184104 32762 2151342 107567 107567 940 940 106627 0 106627 0 106627 93050 0 93050 106627 69116 0 0 93050 69116 0 0 23934 0 0 0 0 0 0 0 0 82693 0 0 0 X AARP FOUNDATION PO BOX 93207 LONG BEACH CA 90809 NONE PC CHARITABLE 50 AEPHI PHI HOOPS 11 LAKE AVENUE EXTENSION 1A DANBURY CT 06811 NONE PC CHARITABLE 108 ALZHEIMER'S ASSOCIATION PO BOX 96011 WASHINGTON DC 20090 NONE PC CHARITABLE 100 ANSBACHER SCHNEIDER 5150 BELFORT RD 100 JACKSONVILLE FL 32256 NONE PC CHARITABLE 161 ARIZONA AUTISM CHARTER 4125 N 14TH ST PHOENIX AZ 85014 NONE PC CHARITABLE 100 BAPTIST HEALTH FOUNDATION 841 PRUDENTIAL DRIVE SUITE 1300 JACKSONVILLE FL 32207 NONE PC CHARITABLE 3100 BASEBALL HALL OF FAME 25 MAIN ST COOPERSTOWN NY 13326 NONE PC CHARITABLE 100 BERET'S LIGHT INC 105 GEORGE ST MARSHALL MN 56258 NONE PC CHARITABLE 100 BIRTHRIGHT ISRAEL FOUNDATION PO BOX 21615 NEW YORK NY 10087 NONE PC CHARITABLE 100 BRANDEIS UNIVERSITY 415 SOUTH STREET MS126 WALTHAM MA 02453 NONE PC CHARITABLE 60 CONGREGATION OR TZION 16415 NORTH 90TH STREET SCOTTSDALE AZ 85260 NONE PC CHARITABLE 1580 DESERT BOTANICAL GARDEN 1201 N GALVIN PARKWAY PHOENIX AZ 85008 NONE PC CHARITABLE 119 DREAMS COME TRUE 150 SANDY SHOES DR MELBOURNE BEACH FL 32951 NONE PC CHARITABLE 6000 ETZ CHAIM SYNAGOGUE 10167 SAN JOSE BLVD JACKSONVILLE FL 32257 NONE PC CHARITABLE 375 FIRST CONGREGATION SONS OF ISRAEL PO BOX 1689 ST AUGUSTINE FL 32085 NONE PC CHARITABLE 10600 FOUNDATION FOR THE CAROLINAS 220 N TRYON ST CHARLOTTE NC 28202 NONE PC CHARITABLE 100 FRANK LLOYD WRIGHT FOUNDATION 12621 N FRANK LLOYD WRIGHT BLVD SCOTTSDALE AZ 85259 NONE PC CHARITABLE 300 FSCJ FOUNDATION 501 STATE ST W RM 104 JACKSONVILLE FL 32202 NONE PC CHARITABLE 500 GIRL SCOUTS OF GATEWAY COUNCIL INC 1000 SHEARER AVE JACKSONVILLE FL 32205 NONE PC CHARITABLE 100 JACKSONVILLE JEWISH CENTER 3662 CROWN POINT ROAD JACKSONVILLE FL 32257 NONE PC CHARITABLE 14803 JACKSONVILLE UNIVERSITY 2800 UNIVERSITY BLVD N JACKSONVILLE FL 32211 NONE PC CHARITABLE 10000 JEWISH COMMUNITY ALLIANCE INC 8505 SAN JOSE BLVD JACKSONVILLE FL 32217 NONE PC CHARITABLE 516 MIDDLEBURG LODGE NO 107 2108 PALMETTO ST MIDDLEBURG FL 32068 NONE PC CHARITABLE 2900 RIVER GARDEN HEBREW HOME FOR THE AGED 11401 OLD SAINT AUGUSTINE RD JACKSONVILLE FL 32258 NONE PC CHARITABLE 3500 RONALD MCDONALD CHARITIES 1030 N ORANGE AVENUE SUITE 105 ORLANDO FL 32801 NONE PC CHARITABLE 5000 SEARCHING FOR IDENTITY 450 SR 13 NORTH SUITE 106-346 ST JOHNS FL 32259 NONE PC CHARITABLE 100 SIGMA ALPHA EPSILON PHILANTHROPY 1856 SHERIDAN ROAD EVANSTON IL 60201 NONE PC CHARITABLE 540 SOUTHERN FEDERATION OF SYRIAN LEBANESE AMERICAN CLUBS 309 EAST MOREHEAD STREET APARTMENT 925 CHARLOTTE NC 28202 NONE PC CHARITABLE 2500 TEMPLE SISTERHOOD 8727 SAN JOSE BOULEVARD JACKSONVILLE FL 32217 NONE PC CHARITABLE 39 THE FOUNDATION OF COMMUNITY HOSPICE & PALLIATIVE CARE 4266 SUNBEAM RD JACKSONVILLE FL 32257 NONE PC CHARITABLE 100 THE SALVATION ARMY 440 WEST NYACK ROAD PO BOX C-635 WEST NYACK NY 10994 NONE PC CHARITABLE 50 THE TEMPLE 1589 PEACHTREE ST NE ATLANTA GA 30309 NONE PC CHARITABLE 1249 UNITED WAY OF NE FLORIDA JESSIE BALL DUPONT CENTER 40 E ADAMS ST 200 JACKSONVILLE FL 32202 NONE PC CHARITABLE 25000 UNIVERSITY OF FLORIDA FOUNDATION 1938 W UNIVERSITY AVE GAINESVILLE FL 32603 NONE PC CHARITABLE 1000 US HOLOCAUST MEMORIAL COUNCIL 100 RAOUL WALLENBERG PL SW WASHINGTON DC 20024 NONE PC CHARITABLE 100 WOMEN INSPIRING NEXTGEN 16105 MEADOWCREST RD SHERMAN OAKS CA 91403 NONE PC CHARITABLE 1000 92050 0 14 41721 18 29354 0 71075 0 71075 0 0 0 0 0 0 0 0 0 0 TAX PREP FEE 2000 1000 1000 ADVANSIX INC 18 114 AT&T INC 2225 4304 BANK OF AMERICA CORP 2994 13185 BRISTOL MEYERS SQUIBB CO 3249 14140 CITIGROUP INC NEW 486 845 GARRETT MOTION INC 36 90 HOME DEPOT INC 2420 77788 HONEYWELL INTL INC 3200 22589 JOHNSON & JOHNSON 5900 82433 MCDONALDS CORP 3705 37686 MONDELEZ INTL INC COM 3343 29875 RESIDEO TECHNOLOGIES INC 92 369 WABTEC CORP 312 758 WALT DISNEY CO HLDG CO 3677 33405 WARNER BROS DISCOVER INC 672 476 INVESCO S&P 500 EQUAL WEIGHT 60745 154378 ISHARES CORE MSCI EMERGING 41760 58643 ISHARES S&P 500 GROWTH ETF 73859 309057 ISHARES S&P 500 VAL ETF 80515 211495 ISHARES S&P MID CAP 400 G ETF 75508 217868 ISHARES S&P MID CAP 400 V ETF 73708 193938 ISHARES S&P SMLL CAP 600 V ETF 69692 168563 ISHARES SMALL CAP 600 G ETF 70018 184645 SPDR SSGA MULTI-ASSET REAL RTN 31672 41692 VANGUARD FTSE DEVELOPED MKTS E 104836 147429 VANGUARD FTSE EMERGING MARKETS 46217 64563 VAGUARD REAL ESTATE ETF 57580 96563 GE HEALTHCARE TECHNOLOGIES INC 2979 2971 GE AEROSPACE 9006 19014 GE VERNOVA 2249 9210 ADJUSTMENT TO COST BASIS - VANGUARD REAL ESTATE ETF 2140 FEDERAL EXCISE TAX 623 623 0 FOREIGN TAX 938 938 0