2025-06-13T09:50:11-05:00 2024-07-31 591818353 KAUFMAN ROSSIN & COPA ONE TOWN CENTER ROAD SUITE 400 BOCA RATON FL 33486 990PF 2023-08-01 205672504 DOLA HAMILTON STEMBERG CHARITABLE FOUNDATION DOLA 6172275540 2200 SOUTH OCEAN LANE APT 2701 FORT LAUDERDALE FL 33316 DOLA HAMILTON STEMBERG TRUSTEE 6172275540 2025-06-12 1 1 SCOTT GOLDBERGER P01407232 5613945100 2025-06-12 2023 2025-03-06 01:10:19Z X 9718778 X 15759 98103 98103 113580 98340 113580 1050977 1050977 1278419 1262660 0 0 0 31365 15682 0 35716 35716 0 16976 1976 0 6727 6727 0 90784 60101 0 438101 438101 528885 60101 438101 749534 1202559 124325 503191 503191 1273030 1012735 1012735 916687 1000744 1000744 6826709 7202108 7202108 9140751 9718778 9718778 0 0 X 5480114 5480114 0 0 3660637 4238664 9140751 9718778 9140751 9718778 9140751 749534 0 9890285 171507 9718778 PUBLICLY TRADED SECURITIES 98340 49015 49325 49325 PARTNERSHIP: SHORT TERM CAPITAL LOSS P -12786 -12786 PARTNERSHIP: LONG TERM CAPITAL GAIN P 77041 77041 113580 16716 0 16716 0 16716 16838 0 10000 0 26838 0 10122 10122 0 0 0 0 0 0 0 0 0 0 0 0 1 MA 1 0 0 0 0 1 N/A DOLA HAMILTON STEMBERG 6172275540 2200 SOUTH OCEAN LANE APT 2701 FORT LAUDERDALE FL 33316 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DONA HAMILTON STEMBERG 2200 SOUTH OCEAN LANE APT 2701 FORT LAUDERDALE FL 33316 TRUSTEE 8.00 0 0 0 WILLIAM D STEMBERG 2200 SOUTH OCEAN LANE APT 2701 FORT LAUDERDALE FL 33316 TRUSTEE 8.00 0 0 0 RYLAN M HAMILTON 2200 SOUTH OCEAN LANE APT 2701 FORT LAUDERDALE FL 33316 TRUSTEE 8.00 0 0 0 NONE 0 NONE 0 0 2178687 177746 7202107 9558540 0 0 9558540 143378 9415162 470758 470758 16716 16716 454042 0 454042 0 454042 438101 0 438101 454042 432565 0 0 438101 432565 0 0 5536 0 0 0 0 0 0 0 0 448506 0 0 0 DOLA HAMILTON STEMBERG 2200 SOUTH OCEAN LANE APT 2701 FORT LAUDERDALE FL 33316 6172275540 THE APPLICATION MUST BE ON THE CHARITABLE ORGANIZATION'S STATIONERY WITH INFORMATION ABOUT THE ORGANIZATION AND HOW THE GIFT WILL BE USED. NONE ALL CHARITABLE ORGANIZATIONS SERVING MASSACHUSETTS DEXTER SCHOOL 20 NEWTON STREET BROOKLINE MA 02445 N/A PC PROVIDES SCHOLARSHIPS FOR EDUCATION 65000 FOLDS OF HONOR FOUNDATION 5971 N PATRIOT DRIVE OWASSO OK 74055 N/A PC TO PROVIDE EDUCATIONAL SCHOLARSHIPS FOR QUALIFYING SPOUSES AND/OR DEPENDENT CHILDREN OF MILITARY SERVICE MEN AND WOMEN AND FIRST RESPONDERS KILLED OR DISABLED WHILE SERVING AND DEFENDING OUR GREAT NATION. 78000 GROTON SCHOOL 282 FARMERS ROW GROTON MA 01450 N/A PC PROVIDES SCHOLARSHIPS FOR EDUCATION 1000 HANDS TOGETHER 10 CENTER STREET SUITE 413 CHICOPEE MA 01013 N/A PC THE ASSISTANCE OF NEEDY INDIVIDUALS 5000 HARVARD BUSINESS SCHOOL HARVARD UNIVERSITY BOSTON MA 02163 N/A PC SUPPORT EDUCATION PROGRAMS AND RESEARCH 2100 HARVARD COLLEGE FUND PO BOX 419209 BOSTON MA 02241 N/A PC SUPPORT EDUCATION PROGRAMS AND RESEARCH 1 MASSACHUSETTS INSTITUTE OF TECHNOLOGY 77 MASSACHUSETTS AVENUE NE49-3142 CAMBRIDGE MA 02139 N/A PC ADVANCE KNOWLEDGE AND EDUCATE STUDENTS IN SCIENCE, TECHNOLOGY, AND OTHER AREAS OF SCHOLARSHIP THAT WILL BEST SERVE THE NATION AND THE WORLD IN THE 21ST CENTURY 500 MGH - PACT PROGRAM FUND 15 PARKMAN STREET BOSTON MA 02114 N/A PC PROVIDES EDUCATIONAL SUPPORT 5000 OLD BOHEMIA HISTORICAL SOCIETY INC PO BOX 61 WARWICK MD 21912 N/A PC PROVIDES HISTORICAL PRESERVATION 50000 OLD DARTMOUTH HISTORICAL SOCIETY (THE NEW BEDFORD WHALING MUSEUM) 18 JOHNNY CAKE HILL NEW BEDFORD MA 02740 N/A PC EDUCATE AND INTEREST ALL PUBLIC IN THE HISOTIRCAL INTERACTION WORLDWIDE OF HUMANS AND WHALES 20000 PRINCETON SYMPHONY ORCHESTRA 575 EWING STREET PRINCETON MA 08540 N/A PC PROVIDES SUPPORT FOR THE ARTS 5000 THE GREATER BOSTON FOOD BANK 70 S BAY AVENUE BOSTON MA 02118 N/A PC PROVIDES HUNGER RELIEF TO FOOD INSECURE POPULATION 5000 THE LAWRENCEVILLE SCHOOL PO BOX 6126 LAWRENCEVILLE NJ 08648 N/A PC CHALLENGE A DIVERSE COMMUNITY OF PROMISING YOUNG PEOPLE TO LEAD LIVES OF LEARNING, INTEGRITY, AND HIGH PURPOSE 500 THOMPSON ISLAND OUTWARD BOUND EDUCATION CENTER 21 DRYDOCK AVENUE BOSTON MA 02210 N/A PC SUPPORT EDUCATION 1000 TUNNEL TOWERS FOUNDATION 2361 HYLAN BLVD STATEN ISLAND NY 10306 N/A PC HONOR MILITARY AND FIRST RESPONDERS 150000 WOUNDED WARRIOR PROJECT INC 4899 BELFORT ROAD SUITE 300 JACKSONVILLE FL 32256 N/A PC TO HONOR AND EMPOWER WOUNDED WARRIORS 50000 438101 0 14 98103 01 1050977 18 113580 0 1262660 0 1262660 0 0 0 0 0 0 0 0 0 0 X X 1 DOLA H STEMBERG 2410 DEL LAGO DRIVE FORT LAUDERDALE FL 33316 15759 X ACCOUNTING FEES 31365 15682 0 STATEMENT PURSUANT TO SECTION 1.368-3(A) FORM 990-PF INDEPENDENT RETURN OFFSHORE VEHICLE, LTD.EIN: 98-1070012STATEMENT ATTACHED TO AND MADE PART OF INCOME TAX RETURN FOR FISCAL YEAR 2023 (AUGUST 1, 2023 THROUGH JULY 31, 2024)STATEMENT PURSUANT TO SECTION 1.368-3(A) ABSOLUTE RETURN STRATEGIES OFFSHORE LTD (EIN 98-1070012), A CORPORATION A PARTY TO A CHANGE OF NAME (I) ABSOLUTE RETURN STRATEGIES OFFSHORE LTD. ORGANIZED UNDER THE LAWS OF GRAND CAYMAN, WAS RENAMED INDEPENDENT RETURN OFFSHORES VEHICLE LTD. SUCH CHANGE IN IDENTITY CONSTITUTES A REORGANIZATION UNDER I.R.C. SECTION 368(A)(1)(F). (II) THE CHANGE IN IDENTITY WAS EFFECTUATED ON JANUARY 9, 2024. (III) SEE FORM 926. THE ESTIMATED FAIR MARKET VALUE OF THE 0.79% OWNED AS OF JULY 31, 2024 WAS$1,557,087.(IV) N/A. DOUBLELINE TOTAL RETURN BOND FUND 171873 171873 GUGGENHEIM LIMITED DURATION BOND FUND 158017 158017 GUGGENHEIM TOTAL RETURN BOND FUND 172567 172567 ISHARES 0-5 YEAR TIPS BOND ETF 41307 41307 SCHWAB SHORT-TERM US TREASURY 68626 68626 VANGUARD LONG TERM TREASURY 111627 111627 VANGUARD INTERMEDIATE-TERM TREASURY ETF 276727 276727 VANGUARD TOTAL STOCK MARKET VIPERS 412949 412949 VANGUARD FTSE DEVELOPED MARKETS ETF 302140 302140 VANGUARD FTSE EMERGING MARKETS ETF 62913 62913 INVESCO DB COMMODITY INDEX T 35671 35671 SPDR METALS & MINING ETF 35056 35056 VANGUARD ENERGY VIPERS FUND 55513 55513 VANGUARD SHORT TERM TREASURY ETF 69405 69405 VANGUARD REAL ESTATE ETF 39088 39088 PRIVATE CREDIT III OFFSHORE, LP FMV 308270 308270 PUBLIC MARKETS, LLC FMV 1188174 1188174 HEDGED EQUITY - OFFSHORE, LTD FMV 332001 332001 ABSOLUTE RETURN STRATEGIES - OFFSHORE, LTD FMV 1557086 1557086 PRIVATE EQUITY V OFFSHORE, LP FMV 1071245 1071245 PRIVATE EQUITY VI OFFSHORE, LP FMV 481419 481419 PRIVATE CO-INVESTMENT OPPORTUNITIES OFFSHORE, LP FMV 151878 151878 BROWN ADVSISORY INVESTORS 2006 - SLP III (TE), LLP FMV 50949 50949 MULTI-SECTOR CREDIT OFFSHORE, LTD FMV 89296 89296 PRIVATE EQUITY VII OFFSHORE, LP FMV 803709 803709 PRIVATE EQUITY VIII OFFSHORE, LP FMV 573988 573988 PRIVATE CREDIT IV OFFSHORE, LP FMV 419425 419425 PRIVATE EQUITY IX OFFSHORE, LP FMV 103795 103795 PRIVATE OPPORTUNISTIC ASSETS II - TAX-EXEMPT, LP FMV 70873 70873 ADJUSTMENTS TO RECORD ASSETS AT FAIR MARKET VALUE (UNREALIZED AMOUNTS) 171507 PARTNERSHIP: PORTFOLIO DEDUCTIONS 6727 6727 0 ADMINISTRATIVE EXPENSE 0 0 0 PARTNERSHIP: OTHER INCOME 513 513 513 MISCELLANEOUS INCOME 0 0 0 EXCESS DISTRIBUTIONS FROM OFFSHORE INVESTMENTS 1050464 1050464 1050464 INVESTMENT ADVISORY FEES 35716 35716 0 FEDERAL EXCISE TAXES 15000 0 0 STATE TAXES 0 0 0 PARTNERSHIP: FOREIGN TAXES 1976 1976 0