2025-07-23T09:08:25-05:00 2024-11-30 592701990 SHORSTEIN & SHORSTEIN PA 8265 BAYBERRY ROAD JACKSONVILLE FL 32256 990PF 2023-12-01 592473526 SHORSTEIN FAMILY FOUNDATION INC SHOR 9047391311 8265 BAYBERRY ROAD JACKSONVILLE FL 32256 MARK J SHORSTEIN VP/TREA/SEC/DIR 9047391311 2025-07-22 1 0 MELISSA STEPHENS P00963555 9047391311 2023 2025-03-06 01:10:19Z X 3698609 X 270762 2457 2457 85628 85628 271878 2126450 530311 630725 618396 0 0 0 111 0 111 1467 147 0 52 52 0 1630 199 111 620350 620350 621980 199 620461 8745 618197 164834 351229 351229 1366920 1451074 2372835 1048172 786368 974545 2579926 2588671 3698609 0 0 X 0 0 0 0 2579926 2588671 2579926 2588671 2579926 2588671 2579926 8745 0 2588671 0 2588671 PUBLICLY TRADED SECURITIES 2091224 1596139 495085 495085 CAPITAL GAIN DISTRIBUTIONS 35226 35226 35226 530311 8593 0 8593 0 8593 17328 0 0 0 17328 0 8735 8735 0 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 0 0 0 1 N/A MARK J SHORSTEIN 9047391311 8265 BAYBERRY RD JACKSONVILLE FL 32256 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SAMUEL R SHORSTEIN 8265 BAYBERRY RD JACKSONVILLE FL 32256 PRES/DIRECTOR 0.00 0 0 0 MARK J SHORSTEIN 8265 BAYBERRY RD JACKSONVILLE FL 32256 VP/TREA/SEC/DIR 0.00 0 0 0 MICHAEL SHORSTEIN 8265 BAYBERRY RD JACKSONVILLE FL 32256 DIRECTOR 0.00 0 0 0 NEAL SHORSTEIN 8265 BAYBERRY RD JACKSONVILLE FL 32256 DIRECTOR 0.00 0 0 0 BENJAMIN SHORSTEIN 8265 BAYBERRY RD JACKSONVILLE FL 32256 DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 N/A 0 N/A 0 0 3097845 355547 0 3453392 0 0 3453392 51801 3401591 170080 170080 8593 8593 161487 0 161487 0 161487 620461 0 620461 161487 0 0 683442 683442 620461 0 0 0 161487 458974 0 0 1142416 0 0 0 0 0 0 0 1142416 683442 458974 SAMUEL R SHORSTEIN MARK J SHORSTEIN MICHAEL SHORSTEIN NEAL SHORSTEIN X BAPTIST HEALTH FDN 841 PRUDENTIAL DR STE 1300 JACKSONVILLE FL 32207 N/A PC HEALTH CARE 600 CIVIC ORCHESTRA OF JACKSONVILLE 3305 RIVERSIDE AVE JACKSONVILLE FL 32205 N/A PC PROMOTE CLASSICAL MUSIC 6000 HERE TOMORROW 910 3RD ST NEPTUNE BEACH FL 32266 N/A PC MENTAL HEALTH CARE 1000 JACKSONVILLE JEWISH CENTER 3662 CROWN PT RD JACKSONVILLE FL 32257 N/A PC RELIGIOUS 50000 JACKSONVILLE SYMPHONY ORCHESTRA 300 WATER ST STE 200 JACKSONVILLE FL 32202 N/A PC SUPPORT SYMPHONY 15000 JACKSONVILLE UNIVERSITY 2800 UNIVERSITY BLVD N JACKSONVILLE FL 32211 N/A PC EDUCATION 5000 JEWISH COMMUNITY ALLIANCE 8505 SAN JOSE BLVD JACKSONVILLE FL 32217 N/A PC SPORTS, RECREATION AND EARLY CHILDHOOD EDUCATION 5000 JEWISH FAMILY & COMM SVCS 8540 BAYCENTER RD JACKSONVILLE FL 32256 N/A PC COMMUNITY SERVICES 2000 MAYO CLINIC 4500 SAN PABLO RD JACKSONVILLE FL 32224 N/A PC HEALTH CARE 1500 MAZON 10850 WILSHIRE BLVD STE 400 LOS ANGELES CA 90024 N/A PC FEED THE HUNGRY 100 RIVER GARDEN FOUNDATION 11401 OLD ST AUGUSTINE RD JACKSONVILLE FL 32258 N/A PC CARE FOR THE ELDERLY 1700 THE JEWISH THEOLOGICAL SEMINARY 3080 BROADWAY NEW YORK NY 10027 N/A PC EDUCATION 2000 UNITED WAY OF NE FL 40 E ADAMS ST STE 310 JACKSONVILLE FL 32202 N/A PC COMMUNITY PROGRAMS 10000 UNIVERSITY OF FLORIDA PO BOX 14425 GAINESVILLE FL 32604 N/A PC EDUCATION 518200 THE WOMEN'S BOARD OF WOLFSON CHILDREN'S HOSPITAL 1325 SAN MARCO BLVD STE 802 JACKSONVILLE FL 32207 N/A PC HEALTH CARE 2250 620350 0 14 2457 14 85628 18 271878 0 359963 0 359963 0 0 0 0 0 0 0 0 0 0 X X 1 SAMUEL R SHORSTEIN 8265 BAYBERRY RD JACKSONVILLE FL 32256 270762 X X 1 200 SHS APPLE INC 39578 2023-12-14 1 585 SHS APPLE INC 101887 2024-03-21 1 314 SHS ALPHABET INC 60145 2024-07-09 1 1000 SHS BANK OF AMERICA 43310 2024-07-16 1 110 APPLE INC 25842 2024-10-15 ALPHABET INC CL C 60145 53534 ALTRIA GROUP INC 53375 57740 APPLE INC 197105 394734 APPLIED MATERIAL INC 90044 133647 BANK OF AMERICA CORP 155292 285870 BGC PARTNERS INC CL A 6180 19965 BLACKROCK INC 100455 151507 BLACKSTONE INC 104058 243484 BRISTOL-MYERS SQUIBB CO 31053 37579 CITIGROUP INC COM NEW 123259 155522 COCA COLA COM 38605 55807 FORD MOTOR CO 670 441 GOLDMAN SACHS GROUP INC 53785 97342 INTL BUSINESS MACHINES 88001 150077 INTL PAPER CO 184 261 JOHNSON & JOHNSON 31487 29139 JPMORGAN CHASE & CO 24726 55753 MERCK AND CO INC SHS 70496 109175 META PLATFORMS INC 37465 80625 ORGANON & CO 2947 1779 PFIZER INC 2533 1681 PROCTER & GAMBLE CO 16974 21452 ROCHE HLDG LTD SPN ADR 25375 27298 STRYKER CORP 32400 49748 WELLS FARGO & CO NEW 104460 158675 VANGUARD TTL STK MKT ETF AT COST 786368 974545 ANNUAL FILING FEE 61 0 61 STATE REGISTRATION FEE 50 0 50 BANK CHARGES 52 52 0 EXCISE TAX 1320 0 0 FOREIGN TAX 147 147 0