2025-10-09T11:24:39-05:00 2024-12-31 592742314 BERKOWITZ POLLACK BRANT ADVISORS CPAS 200 S BISCAYNE BLVD FLOOR 7 MIAMI FL 33131 990PF 2024-01-01 264789610 BEVERLY & JOEL ALTMAN FAMILY FOUNDATION INC JOEL 5619978661 1515 S FEDERAL HWY STE 300 BOCA RATON FL 33432 JOEL ALTMAN PRESIDENT 5619978661 2025-10-09 1 1 ADAM COHEN CPA P00541985 3053797000 2025-10-07 2024 2025-03-06 01:10:19Z X 2114586 X 970573 24 24 21135 21135 350602 1014659 350602 1342334 371761 0 0 0 24882 12441 12441 67 67 0 83 83 0 25032 12591 12441 876354 876354 901386 12591 888795 440948 359170 110059 306252 306252 1000 784727 763573 1808334 895786 1069825 2114586 66324 102073 66324 102073 X 0 0 0 0 829462 967752 829462 967752 895786 1069825 829462 440948 0 1270410 302658 967752 PUBLICLY TRADED SECURITIES 2024-12-31 59536 59441 95 95 PUBLICLY TRADED SECURITIES 2024-12-31 955123 604616 350507 350507 350602 4992 0 4992 0 4992 2945 0 8000 0 10945 76 5877 5877 0 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 0 0 0 1 N/A DAVID PRATT 5619978661 1515 S FEDERAL HWY STE 300 BOCA RATON FL 33432 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BEVERLY NAN ALTMAN 1515 S FEDERAL HWY STE 300 BOCA RATON FL 33432 DIRECTOR 1.00 0 0 0 ROBERT SYLVAN ALTMAN 1515 S FEDERAL HWY STE 300 BOCA RATON FL 33432 DIRECTOR 1.00 0 0 0 LAURA DIOMIRA ALTMAN 1515 S FEDERAL HWY STE 300 BOCA RATON FL 33432 DIRECTOR 1.00 0 0 0 LINDSAY ERIN RAPHAEL 1515 S FEDERAL HWY STE 300 BOCA RATON FL 33432 DIRECTOR 1.00 0 0 0 ROBYN ILLISE DYNAN 1515 S FEDERAL HWY STE 300 BOCA RATON FL 33432 DIRECTOR 1.00 0 0 0 JOEL L ALTMAN 1515 S FEDERAL HWY STE 300 BOCA RATON FL 33432 PRESIDENT 1.00 0 0 0 NONE 0 NONE 0 0 0 1641216 130255 0 1771471 0 0 1771471 26572 1744899 87245 87245 4992 4992 82253 0 82253 0 82253 888795 0 888795 82253 0 0 50400 158017 537490 477399 722784 1946090 888795 0 0 0 82253 806542 0 0 2752632 0 0 0 0 0 0 50400 2702232 158017 537490 477399 722784 806542 JOEL L ALTMAN X AMERICAN CANCER SOCIETY 3380 CHASTAIN MEADOWS PKWY NW SUITE 200 KENNESAW GA 30144 NONE PC CHARITABLE DONATION 300 AMERICAN HEART ASSOCIATION 7272 GREENVILLE AVE DALLAS TX 75231 NONE PC CHARITABLE DONATION 400 ANTI-DEFAMATION LEAGUE 605 THIRD AVENUE NEW YORK NY 101583650 NONE PC OPERATIONS 20000 BAHAMAS NATIONAL TRUST FUND INC C/O ISS PO BOX 5910 15 ROSZEL ROAD PRINCETON NJ 08543 NONE PC OPERATIONS 500 BIRTHRIGHT ISRAEL FOUNDATION 711 3RD AVE 10TH FLOOR NEW YORK NY 10017 NONE PC OPERATIONS 3000 B'NAI TORAH CONGREGATION 6261 SW 18TH ST BOCA RATON FL 33433 NONE PC OPERATIONS 200000 BOCA HELPING HANDS 1500 NW 1ST CT BOCA RATON FL 33432 NONE PC CHARITABLE DONATION 600 BOCA RATON REGIONAL HOSPITAL FOUNDATION 745 MEADOWS RD BOCA RATON FL 33486 NONE PC OPERATIONS 101000 BOYS & GIRLS CLUBS OF PALM BEACH COUNTY 800 NORTHPOINT PARKWAY SUITE 204 WEST PALM BEACH FL 33407 NONE PC OPERATIONS 1500 BOYS TOWN 14100 CRAWFORD ST BOYS TOWN NE 68010 NONE PC OPERATIONS 300 BREAST CANCER RESEARCH FOUNDATION 28 W 44TH ST 609 NEW YORK NY 10036 NONE PC OPERATIONS 300 BRIGHAM AND WOMEN'S HOSPITAL 75 FRANCIS ST BOSTON MA 02115 NONE PF CHARITABLE DONATION 20000 COAST GUARD FOUNDATION 394 TAUGWONK ROAD STONINGTON CT 06378 NONE PC CHARITABLE DONATION 75 COVENANT HOUSE 733 BREAKERS AVENUE FORT LAUDERDALE FL 33304 NONE PC OPERATIONS 100 FAU FOUNDATION 777 GLADES RD AD 295 BOCA RATON FL 33431 NONE PC OPERATIONS 500 FEEDING AMERICA 1627 I ST NW WASHINGTON DC 20006 NONE PC OPERATIONS 500 FLORENCE FULLER CHILD DEVELOPMENT CENTERS 200 NE 14TH ST BOCA RATON FL 33432 NONE PC OPERATIONS 500 GEORGE SNOW SCHOLARSHIP FUND 201 PLAZA REAL SUITE 260 BOCA RATON FL 33432 NONE PC OPERATIONS 150 HAVERFORD EDUCATION FOUNDATION PO BOX 788 HAVERTOWN PA 19083 NONE PC OPERATIONS 100 HILLEL OF BROWARD AND PALM BEACH 777 GLADES ROAD BLDG LY-3A BOCA RATON FL 33431 NONE PC OPERATIONS 500 HOMESAFE 2840 SIXTH AVENUE SOUTH LAKE WORTH FL 33461 NONE PC CHARITABLE DONATION 25000 HOSPITAL FOR SPECIAL SURGERY 535 EAST 70TH STREET NEW YORK NY 10021 NONE PC OPERATIONS 71429 ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI 1 GUSTAVE L LEVY PL NEW YORK NY 10029 NONE PC OPERATIONS 100000 JAFCO CHILDREN'S VILLAGE 4200 N UNIVERSITY DRIVE SUNRISE FL 33351 NONE PC OPERATIONS 108000 JEWISH FEDERATION OF S PALM BEACH COUNTY 1 HARVARD CIRCLE SUITE 100 WEST PALM BEACH FL 33428 NONE PC OPERATIONS 50000 JOE DIMAGGIO CHILDREN'S HOSPITAL 1005 JOE DIMAGGIO DR HOLLYWOOD FL 33021 NONE PC OPERATIONS 2000 LYNN UNIVERSITY 3601 N MILITARY TRL BOCA RATON FL 33431 NONE PC OPERATIONS 200 MAKE-A-WISH SOUTHERN FLORIDA INC 4491 S STATE RD 7 SUITE 201 FT LAUDERDALE FL 33314 NONE PC OPERATIONS 100 MD ANDERSON CANCER CENTER 1220 HOLCOMBE BLVD HOUSTON TX 77030 NONE PC OPERATIONS 200 MEMORIAL SLOAN-KETTERING CANCER CANTER 1275 YORK AVENUE NEW YORK NY 10065 NONE PC OPERATIONS 10500 MEN GIVING BACK SPBC 700 SOUTH DIXIE HIGHWAY SUITE 200 WEST PALM BEACH FL 33401 NONE PC CHARITABLE DONATION 1500 MOUNT SINAI HEALTH SYSTEM 555 W 57TH ST NEW YORK NY 10019 NONE PC OPERATIONS 40000 MSU HILLEL 360 CHARLES STREET EAST LANSING MI 48823 NONE PC OPERATIONS 200 NMDP FOUNDATION 500 NORTH 5TH STREET MINNEAPOLIS MN 55401 NONE PC CHARITABLE DONATION 40000 NOVA SOUTHEASTERN UNIVERSITY 3301 COLLEGE AVENUE FT LAUDERDALE FL 33314 NONE PC OPERATIONS 1000 NSU FLORIDA UNIVERSITY ADVANCEMENT PO BOX 2217 FORT LAUDERDALE FL 33303 NONE PC OPERATIONS 12500 OCEAN REEF COMMUNITY FOUNDATION 201 OCEAN REEF DR KEY LARGO GA 33037 NONE PC OPERATIONS 300 RUTH AND NORMAN RALES JEWISH FAMILY SERVICES INC 21300 RUTH AND BARON COLEMAN BLVD BOCA RATON FL 33428 NONE PC OPERATIONS 10000 SAVE THE CHILDREN 501 KINGS HIGHWAY EAST SUITE 400 FAIRFIELD CT 06825 NONE PC OPERATIONS 500 SHRINERS HOSPITAL FOR CHILDREN 2900 ROCKEY POINT DRIVE TAMPA FL 33607 NONE PC OPERATIONS 200 SIDNEY W YOUNG STUDENT RESEARCH AWARD FUND 820 COMSTOCK AVE 214 SYRACUSE NY 13244 NONE PC OPERATIONS 500 SIGMA ALPHA MU FOUNDATION 8701 FOUNDERS RD INDIANAPOLIS IN 46268 NONE PC CHARITABLE DONATION 500 SOS CHILDREN'S VILLAGES 3681 NW 59 PLACE COCONUT CREEK FL 33073 NONE PC OPERATIONS 200 SOUTHAMPTON HOSPITAL FOUNDATION 240 MEETING HOUSE LN SOUTHAMPTON NY 11968 NONE PC OPERATIONS 10000 SPECIAL OLYMPICS 1133 19TH ST NW WASHINGTON DC 200363604 NONE PC OPERATIONS 200 SUSAN G KOMEN 13770 NOEL ROAD SUITE 801889 DALLAS TX 75380 NONE PC OPERATIONS 200 SWEET DREAM MAKERS 55 NE 5TH AVE SUITE 400 BOCA RATON FL 33432 NONE PC OPERATIONS 12500 THE HOLE IN THE WALL GANG CAMP 565 ASHFORD CENTER ROAD ASHFORD CT 06278 NONE PC OPERATIONS 100 THE OCEAN REEF MEDICAL CENTER FOUNDATION 50 BARRACUDA LANE KEY LARGO FL 33037 NONE PC CHARITABLE DONATION 500 THE SALVATION ARMY 165 E PALMETTO PARK RD BOCA RATON FL 33432 NONE PC OPERATIONS 100 TUNNEL TO TOWERS 2361 HYLAN BLVD STATEN ISLAND NY 103063159 NONE PC CHARITABLE DONATION 900 UJA-FEDERATION OF NEW YORK 130 EAST 59TH STREET NEW YORK NY 10022 NONE PC OPERATIONS 1000 UNIVERSITY OF MARYLAND COLLEGE PARK FOUNDATION 4603 CALVERT RD COLLEGE PARK MD 20740 NONE PC OPERATIONS 25000 UNIVERSITY OF MIAMIBPEI PO BOX 016880 D-880 MIAMI FL 331016880 NONE PC OPERATIONS 500 WORLD JEWISH CONGRESS PO BOX 70343 PHILADELPHIA PA 191760343 NONE PC OPERATIONS 100 WOUNDED WARRIOR PROJECT PO BOX 758516 TOPEKA KS 66675 NONE PC CHARITABLE DONATION 100 876354 0 14 24 14 21135 18 350602 0 371761 0 371761 0 0 0 0 0 0 0 0 0 0 X X 1 JOEL ALTMAN 248 W KEY PALM ROAD BOCA RATON FL 33432 970573 X X 1 974 SHS OF SMH 214173 2024-04-30 1 1000 SHS OF MRK 127660 2024-04-30 1 500 SHS OF TSM 91920 2024-11-30 1 164 SHS OF JPM 40995 2024-11-30 1 710 SHS OF AVGO 116965 2024-11-30 1 295 SHS UNP 66764 2024-12-31 1 168 SHS OF DE 72658 2024-12-31 1 630 SHS OF EMR 78177 2024-12-31 1 153 SHS OF 37901 2024-12-31 1 400 SHS OF D R HORTON INC 55844 2024-12-31 1 50 SHS RTX 5824 2024-12-31 1 315 SHS OF RTX 36691 2024-12-31 ACCOUNTING FEES 24882 12441 12441 NONE 0 UBS INVESTMENTS AT COST 763573 1808334 BOOK TO TAX ASSET ADJUSTMENT 302658 FOREIGN TAXES PAID 83 83 0