2025-06-25T09:01:27-05:00 2024-12-31 346565596 ERNST & YOUNG US LLP 40 WESTMINSTER ST STE 800 PROVIDENCE RI 02903 990PF 2024-01-01 656390197 JUNE B GELBART FOUNDATION JUNE 4072374500 PO BOX 919798 ORLANDO FL 328919798 NORMAN LIPOFF CHAIRMAN 4072374500 2025-05-28 true true RICHARD RALEIGH P00382844 4014573839 2025-05-28 2024 2025-03-06 01:10:19Z X 5014718 X 101162 101162 118944 490644 118944 0 220106 220106 63000 63000 0 0 0 0 0 0 2500 0 0 2500 29418 29418 0 0 2364 847 0 0 0 0 0 0 0 8110 8110 105392 30265 0 73610 274000 274000 379392 30265 0 347610 -159286 189841 0 3757 3757 113357 82167 82167 0 0 0 1025345 995946 947718 3175213 3073009 3981076 4313915 4154879 5014718 0 X 4313915 4154879 4313915 4154879 4313915 4154879 4313915 -159286 1385 4156014 1135 4154879 74. AMPLIFY BLUESTAR ISRAEL TECH ETF 2017-07-24 2024-04-10 3422 2859 563 563 227.513 ARTISAN INTL VALUE FUND-INS 2021-03-19 2024-04-10 10750 9694 1056 1056 2291.326 DODGE & COX INCOME FUND 2022-12-08 2024-04-10 28000 28648 -648 -648 359.526 EATON VANCE-ATLANTA SMID-R6 2024-04-10 14550 11626 2924 2924 420.354 GOLDMAN SACHS GQP PRT INTL-R6 2023-12-14 2024-04-10 9500 8369 1131 1131 817.195 HARTFORD DVDND & GRWTH-F 2018-12-17 2024-04-10 27850 21200 6650 6650 267.371 T ROWE PRICE LARGE/CAP GRW-I 2018-12-17 2024-04-10 19716 11103 8613 8613 49. ISHARES MSCI ISRAEL CAPPED ETF 2015-12-10 2024-04-10 2986 2543 443 443 168. ISHARES S&P MIDCAP 400 INDEX FUND 2021-09-14 2024-04-10 9892 8999 893 893 100. CEF ISHARES TR S&P 2022-05-25 2024-04-10 10583 9719 864 864 155. ISHARES CORE MSCI EAFE ETF 2020-12-16 2024-04-10 11279 11201 78 78 891.953 NEUBERGER BERMAN LONG SHORT-INS 2023-06-02 2024-04-10 15850 14836 1014 1014 2668.09 VANGUARD TOTAL BD MKT INDEX-INST 2024-04-10 25000 29399 -4399 -4399 82.39 VANGUARD INST INDEX-INST 2020-05-21 2024-04-10 35000 24160 10840 10840 186. VANGUARD RUSSELL 1000 GROWTH ETF 2022-07-19 2024-04-10 15924 10967 4957 4957 171. VANGUARD RUSSELL 1000 VALUE ETF 2021-03-19 2024-04-10 13111 11377 1734 1734 155000. STATE OF ISRAEL 1.250% 10/01/24 2021-10-15 2024-10-01 155000 155000 CAPITAL GAIN DIVIDENDS P 82231 CAPITAL GAIN DIVIDENDS P 82231 CAPITAL GAIN DIVIDENDS P 82231 CAPITAL GAIN DIVIDENDS P 82231 CAPITAL GAIN DIVIDENDS P 82231 CAPITAL GAIN DIVIDENDS P 82231 CAPITAL GAIN DIVIDENDS P 82231 CAPITAL GAIN DIVIDENDS P 82231 CAPITAL GAIN DIVIDENDS P 82231 CAPITAL GAIN DIVIDENDS P 82231 CAPITAL GAIN DIVIDENDS P 82231 CAPITAL GAIN DIVIDENDS P 82231 CAPITAL GAIN DIVIDENDS P 82231 CAPITAL GAIN DIVIDENDS P 82231 CAPITAL GAIN DIVIDENDS P 82231 CAPITAL GAIN DIVIDENDS P 82231 CAPITAL GAIN DIVIDENDS P 82231 118944 2639 0 2639 0 2639 1052 0 2907 3959 0 1320 1320 0 false false false false false false false true true FL true false false false false true N/A TRUIST BANK 4072374500 PO BOX 919798 ORLANDO FL 32891 false false false false true false false false false false false false false false false false false false false false false false NORMAN LIPOFF C/O TRUIST BANK PO BOX 919798 ORLANDO FL 32891 TRUSTEE 1 29000 MARC B SILVERMAN C/O TRUIST BANK PO BOX 919798 ORLANDO FL 32891 TRUSTEE 1 29000 RONI IGEL C/O TRUIST BANK PO BOX 919798 ORLANDO FL 32891 GRANT COMMITTEE 1 5000 NONE 0 NONE 0 4840403 85110 0 4925513 0 0 4925513 73883 4851630 242582 242582 2639 2639 239943 0 239943 0 239943 347610 0 0 0 0 347610 239943 0 0 104869 70974 81718 115797 93685 467043 347610 0 0 0 239943 107667 0 0 574710 0 0 0 0 0 0 104869 469841 70974 81718 115797 93685 107667 NONE NONE NORMAN LIPOFF ESQ GREENBERG TRAUR 333 SOUTHEAST 2ND AVE SUITE 4400 MIAMI FL 33131 3055790500 SEE ://gelbartfoundation.org/apply/ DECEMBER 31 OF THE YEAR PRIOR TO THE YEAR OF THE GRANT PROGRAMS FOR NEEDY CHILDREN IN ISRAEL. PROGRAMS FOR JEWISH CHILDREN AN ELDERLY IN THE U.S. FOR MORE INFORMATION VISIT ://gelbartfoundation.org/guidelines/ ALYN HOSPITAL AMERICAN FRIENDS OF 122 E ST 1519 NEW YORK NY 10017 NONE PC GENERAL OPERATING 4000 AMERICAN FRIENDS OF BEIIT ISSIE SHAPIRO 1400 PARK AVE 19TH FL NEW YORK NY 10022 NONE PC GENERAL OPERATING 7000 AMERICAN FRIENDS OF LEKET ISRAEL PO BOX 2090 TEANECK NJ 07666 NONE PC GENERAL OPERATING 4000 AMERICAN FRIENDS OF MAGEN DAVID ADOM 4371 NORTHLAKE BLVD 361 WEST PALM BEACH FL 33140 NONE PC GENERAL OPERATING 1000 AMERICAN FRIENDS OF NATAL 1120 AVENUE OF THE AMERICAS RENSSELAER NY 10036 NONE PC GENERAL OPERATING 6000 AMERICAN FRIENDS OF TEL AVIV UNIV 8 WEST 40TH ST 8TH FL NEW YORK NY 10018 NONE PC GENERAL OPERATING 2000 BIRTHRIGHT ISRAEL FOUNDATION 711 THIRD AVE 10TH FL NEW YORK NY 10017 NONE PC GENERAL OPERATING 2000 BRANDEIS UNIVERSITY 415 SOUTH ST WALTHAM MA 02453 NONE PC GENERAL OPERATING 2000 COLEL CHABAD 806 EASTERN PKWY BROOKLYN NY 11213 NONE PC GENERAL OPERATING 2000 DANIEL CENTERS FOR PROGRESSIVE JUDAISM 5630 WISCONSIN AVE APT 1601 CHEVY CHASE MD 20815 NONE PC GENERAL OPERATING 3000 70 FACES MEDIA 520 8THAVE 4TH FL NEW YORK NY 10018 NONE PC GENERAL OPERATING 1000 FIGHTING ONLINE ANTISEMITISM YACHIN 9 RAMAT GAN IS 5249134 NONE PC GENERAL OPERATING 1000 FRIENDS OF BEZALEL ZMORA ST 1 JERUSALEM IS 9515701 NONE PC GENERAL OPERATING 1000 FRIENDS OF DROR 120 KIBBUTZ GALUYOT TEL AVIV IS 6687718 NONE PC GENERAL OPERATING 1000 FRIENDS OF ISRAEL DEFENSE FORCES PO BOX 4224 New York NY 10163 NONE PC GENERAL OPERATING 2000 FRIENDS OF YAD SARAH 445 PARK AVE STE 1702 NEW YORK NY 10022 NONE PC GENERAL OPERATING 2000 HILLEL AT ECKERD COLLEGE 4200 54TH AVENUE SOUTH ST PETERSBURG FL 33711 NONE PC GENERAL OPERATING 4000 IMPACTISRAEL 200 HIGHLAND AVE SUITE 301 NEEDAM MA 02494 NONE PC GENERAL OPERATING 8000 JEWISH BURIAL SOCIETY OF PINELLAS COUNTY dba CHAPEL HILL MEMORIAL PARK PO BOX 40643 ST PETERSBURG FL 33743 NONE PC GENERAL OPERATING 2000 JEWISH NATIONAL FUND 42 EAST 69TH ST NEW YORK NY 10021 NONE PC GENERAL OPERATING 6000 JEWISH FEDERATION OF NORTH AMERICA 25 BROADWAY STE 1700 NEW YORK NY 10004 NONE PC GENERAL OPERATING 5000 MENORAH LIFE 255 59 ST NORT ST PETERSBURG FL 33710 NONE PC GENERAL OPERATING 1000 NCSY SOUTHERN REGION 7200 W CAMINO REAL STE 214 BOCA RATON FL 33433 NONE PC GENERAL OPERATING 1000 OPENDOR MEDIA 11110 W OAKLAND PARK BLVD STE 288 SUNRISE FL 33351 NONE PC GENERAL OPERATING 3000 ORT AMERICA 75 MAIDEN LAND FL 10 NEW YORK NY 10038 NONE PC GENERAL OPERATING 1000 PEF ISRAEL ENDOWMENT FUND 630 THIRD AVE STE 1501 NEW YORK NY 10017 NONE PC GENERAL OPERATING 20000 SHALOM HARTMAN INSTITUTE 475 RIVERSIDE DR STE 1450 NEW YORK NY 10115 NONE PC GENERAL OPERATING 8000 TAMPA URBAN BENEFIT FARMS (TUB FARMS) 4619 W LOWELL AVE TAMPA FL 33629 NONE PC GENERAL OPERATING 1000 THE INSTITUTE FOR THE ADVANCEMENT OF OF EDUCATION IN JAFFA INC 297 S WASHINGTON AVENUE BERGENFIELD NJ 07621 NONE PC GENERAL OPERATING 6000 TIKKUN HAYAM - REPAIR THE SEA 3225 S MACDILL VE STE 129-185 TAMPA FL 33629 NONE PC GENERAL OPERATING 1000 UNIVERSITY OF FLORIDA - CENTER FOR JEWISH STUDIES PO BOX 118020 GAINESVILLE FL 32611 NONE PC GENERAL OPERATING 2000 YEHUDI 3790 RYAL PALM AVE MIAMI BEACH FL 33140 NONE PC GENERAL OPERATING 1000 BET SHEMESH EDUCATIONAL AND RESIDENTIAL 17106 76TH AVE BARTON FLUSHING NY 11366 NONE PC GENERAL OPERATING 4000 AMERICAN FRIENDS OF MEIR PANIM 88 WALTON ST STE B1 BROOKLYN NY 11206 NONE PC GENERAL OPERATING 1000 HASBARA FELLOWSHIPS 315 WEST 36TH ST 5061 NEW YORK NY 10018 NONE PC GENERAL OPERATING 1000 PARDES INSTITUTE OF JEWISH STUDIES 404 5TH AVE STE 7013 NEW YORK NY 10018 NONE PC GENERAL OPERATING 5000 THE SCHECHTER INSTITUTES INC PO BOX 8500 PHILADELPHIA PA 19178 NONE PC GENERAL OPERATING 5000 FOUNDATION FOR JEWISH CAMP 253 WEST 35TH ST 4TH FL NEW YORK NY 10001 NONE PC GENERAL OPERATING 2000 ISRAEL GUIDE DOG CENTER FOR THE BLIND 968 EASTON RD STE H WARRINGTON PA 18976 NONE PC GENERAL OPERATING 3000 AMERICAN FRIENDS OF ISRAEL ELWYN 45 E CITY AVE BALA CYNWYD NY 19004 NONE PC GENERAL OPERATING 2000 TAMPA JCC & FEDERATION 13009 COMMUNITY CAMPUS DR TAMPA FL 33625 NONE PC GENERAL OPERATING 6000 CHAMAH THE INTERNATIONALl ORGANIZATION 420 LEXINGTON AVE STE 300 NEW YORK NY 10170 NONE PC GENERAL OPERATING 2000 ISRAEL SPORT CENTER FOR THE DISABLED ONE NORTHFIELD PLAZA STE 300 Northfield IL 600931214 NONE PC GENERAL OPERATING 1000 AMERICAN FRIENDS OF PTACH C/O ZOIMAN 919 E 24 STREET BROOKLYN NY 11210 NONE PC GENERAL OPERATING 1000 PROJECT EXTRENE 335 CENTRAL AVE LAWRENCE NY 11559 NONE PC GENERAL OPERATING 1000 AMERICAN FRIENDS OF JORDAN RIVER VILLAGE 244 MADISON AVE STE 482 NEW YORK NY 10016 NONE PC GENERAL OPERATING 2000 CHABAD OF CLEARWATER 2280 BELLEAIR RD CLEARWATER FL 33764 NONE PC GENERAL OPERATING 1000 AMERICAN FRIENDS OF BEIT RUTH 2 JERICHO PLAZA STE 111-WING A JERICHO NY 11753 NONE PC GENERAL OPERATING 3000 TORAH LIVE 206A WYNATT ST LAKEWOOD NJ 08701 NONE PC GENERAL OPERATING 1000 MEOR 11723 STONINGTON PL SILVER SPRING MD 20902 NONE PC GENERAL OPERATING 1000 HILLELS OF THE FLORIDA SUNCOAST 13101 USF SUCAMORE DR TAMPA FL 33620 NONE PC GENERAL OPERATING 12000 ELI THE ISRAEL ASSOCIATION FOR CHILD PO BOX 12 MERION STATION PA 19066 NONE PC GENERAL OPERATING 5000 JEWISH EDUCATIONAL LOAN 4549 CHAMBLEE DUNWOODY RD ATLANTA GA 30338 NONE PC GENERAL OPERATING 1000 RAMAH DAROM 6400 POWERS FERRY RD STE 215 ATLANTA GA 30339 NONE PC GENERAL OPERATING 5000 JEWISH FEDERATION OF PINELLAS PASCO 13191 STARKEY RD LARGO FL 33773 NONE PC GENERAL OPERATING 12000 GULF COAST JEWISH FAMILY AND COMMUNITY 14041 ICOT BLVD CLEARWATER FL 337603702 NONE PC GENERAL OPERATING 36000 CONGREGATION BETH SHALOM 1325 S BELCHER RD CLEARWATER FL 33764 NONE PC GENERAL OPERATING 30000 FLORIDA HOLOCAUST MUSEUM INC 55 5TH ST S ST PETERSBURG FL 33710 NONE PC GENERAL OPERATING 4000 BENJAMIN TOWER FOUNDATION 250 58TH ST N ST PETERSBURG FL 33710 NONE PC GENERAL OPERATING 1000 HILLEL FDN AT UNIVERSITY OF FLORIDA 2020 WEST UNIVERSITY AVE GAINESVILLE FL 32603 NONE PC GENERAL OPERATING 14000 AMERICAN FRIENDS OF THE FEUERSTEIN INSTITUTE INC 6990 WEST BAY HARBOR DRIVE BAY HARBOR FL 33154 NONE PC GENERAL OPERATING 1000 274000 HILLELS OF THE FLORIDA SUNCOAST 13101 USF SYCAMORE D TAMPA FL 33620 NONE PC GENERAL USE 10000 TAMPA JCCFEDERATION 13009 COMMUNITY CAMP TAMPA FL 33625 NONE PC GENERAL USE 5000 15000 14 101162 18 118944 220106 220106 false false false false false false false false false false TAX PREPARATION FEE (NON-ALLOC 2500 2500 46513XAM2 STATE OF ISRAEL 50000 49123 46513JCM1 STATE OF ISRAEL 46513JEB3 STATE OF ISRAEL 180000 179689 46514TNN4 STATE OF ISRAEL 921937504 VANGUARD TOTAL BOND 310946 267523 46514VCM3 STATE OF ISRAEL 50000 49872 46514VCP6 STATE OF ISRAEL 100000 99696 957663669 WESTERN ASSET CORE P 46514BCM7 STATE OF ISRAEL 150000 148790 46514XCT4 STATE OF ISRAEL 155000 153025 45775L408 T ROWE PRICE LARGE-C AT COST 193933 366769 464286632 ISHARES MSCI ISRAEL AT COST 40481 60099 922040100 VANGUARD INSTL INDEX AT COST 477760 775037 26924G870 BLUESTAR ISRAEL TECH 589509207 MERGER FD/THE 277902235 EATON VANCE ATLANTA AT COST 190447 244767 09250J734 BLACKROCK EVENT DRIV 46432F842 ISHARES CORE MSCI EA AT COST 178644 173732 04314H857 ARTISAN INTERNATIONA AT COST 157874 173666 41664T669 HARTFORD DIVIDEND & AT COST 374671 463979 464287507 ISHARES CORE S&P MID AT COST 144199 167739 92206C714 VANGUARD RUSSELL 100 AT COST 182627 223031 256210105 DODGE & COX INCOME F AT COST 380085 376358 464287804 ISHARES CORE S&P SMA AT COST 154433 183085 46429B663 ISHARES TR CORE HIGH 92206C680 VANGUARD RUSSELL 100 AT COST 176068 308454 38147N269 GOLDMAN SACHS GQG PA AT COST 139324 136546 64128R608 NEUBERGER BERMAN LON AT COST 236684 266813 032108599 AMPLIFY BLUESTAR ISR AT COST 45779 61001 2024 TRANSACTIONS POSTED IN 2025 1134 ROUNDING 1 OTHER ALLOCABLE EXPENSE-PRINCI 2110 0 2110 OTHER ALLOCABLE EXPENSE-INCOME 6000 0 6000 2023 TRANSACTIONS POSTED IN 2024 1381 COST BASIS ADJUSTMENT 4 INVESTMNT MNGMNT FEES (NON-DED 29418 29418 FEDERAL TAX PAYMENT - PRIOR YE 465 0 0 FEDERAL ESTIMATES - PRINCIPAL 1052 0 0 FOREIGN TAXES ON QUALIFIED FOR 833 833 0 FOREIGN TAXES ON NONQUALIFIED 14 14 0