2025-08-13T07:09:52-07:00 2024-09-30 061052184 SPIVEY LEMONIK SWENOR PC PO BOX 1349 MANCHESTER CENTER VT 05255 990PF 2023-10-01 226059859 THE GEIST FOUNDATION GEIS 9738791500 C/O JEFF BLOOM 148 SOUTH VALLEY RD WEST ORANGE NJ 07052 JEFFREY BLOOM Trustee 2025-08-13 true true Jennifer A Swenor P01232939 8023621946 2023 2025-03-06 01:10:19Z X 2160320 X X 23761 23761 28239 28239 11123 187857 11123 1007 1007 64130 64130 4504 4540 7605 7605 33877 33702 175 45986 45847 175 105723 105723 151709 45847 105898 -87579 18283 24191 8583 8583 27456 9115 9115 1709506 2000783 2000783 25000 25000 25000 128139 116839 116839 1914292 2160320 2160320 0 X 1914292 2160320 1914292 2160320 1914292 2160320 1914292 -87579 333607 2160320 2160320 SHORT TERM STOCKS COVERED P 2023-10-01 2024-09-30 10854 10563 291 291 LONG TERM STOCKS COVERED P 2000-01-01 2024-09-30 177003 166171 10832 10832 11123 291 254 254 254 254 0 false false false false false false false true true NJ true false false false false true N/A JEFFREY BLOOM 9738791500 1 KEAN ROAD SHORTHILLS NJ 07078 false false false false false false false false false false false false false false false false false false false false false false SHARI KAUFMAN 148 SOUTH VALLEY RD WEST ORANGE NJ 07052 Trustee 0.00 0 LAURIE BAUM 148 SOUTH VALLEY ROAD SHORT HILLS NJ 07052 Trustee 0.00 0 JEFFREY BLOOM 1 KEAN ROAD SHORT HILLS NJ 07078 Trustee 2.00 0 NONE NONE GEMACH ZICHRON MOSHE - GRANT PAYMENT 0 THE JERUSALEM FELLOWSHIP - GRANT PAYMENT JEWISH FEDERATION OF GREATER METROWEST NJ - GRANT PAYMENT THE CENTER FOR RESPONSIBLE TRAVEL - GRANT PAYMENT 2002633 34673 0 2037306 0 2037306 30560 2006746 100337 100337 254 254 100083 100083 100083 105898 105898 100083 16949 713735 44445 31061 10070 816260 105898 0 100083 5815 822075 0 16949 805126 713735 44445 31061 10070 5815 X JEFF BLOOM 148 SOUTH VALLEY RD WEST ORANGE NJ 07052 NO SPECIAL FORM REQUIRED NONE NONE JERUSALEM FELLOWSHIPS 3 BURRIS CT AIRMONT NY 10952 NONE PC GENERAL GRANT 35000 CHABAD AT SHORT HILLS 650 S ORANGE AVE SHORT HILLS NJ 07078 NONE PC GENERAL GRANT 2500 COOPERMAN BARNABAS MEDICAL CENTER 94 OLD SHORT HILLS RD LIVINGSTON NJ 07039 NONE N/A GENERAL GRANT 1100 ELKS LODGE NO 1246 - SUMMIT 40 MAPLE ST SUMMIT NJ 07901 NONE PC GENERAL GRANT 543 NCJW ESSEX 70 SOUTH ORANGE AVENUE SUITE 120 LIVINGTON NJ 07039 NONE PC GENERAL GRANT 4558 GEMACH ZICHRON MOSHE 130 THE CIR PASSAIC NJ 07055 NONE PC GENERAL GRANT 30000 JEWISH FED OF GREATER METROWEST NJ 901 ROUTE 10 PO BOX 929 WHIPPANY NJ 07981 NONE PC GENERAL GRANT 11000 JCC METROWEST 760 NORTHFIELD AVE WEST ORANGE NJ 07052 NONE PC GENERAL GRANT 4500 JEWISH SERVICE FOR DEV DISABLED 310 EISENHOWER PARKWAY LIVINGSTON NJ 07039 NONE PC GENERAL GRANT 1030 CROHNS AND COLITIS FOUNDATION 733 THIRD AVE SUITE 510 NEW YORK NY 10017 NONE PC GENERAL GRANT 700 RWJ BARNABAS HEALTH FOUNDATION 95 OLD SHORT HILLS ROAD WEST ORANGE NJ 07052 NONE PC GENERAL GRANT 268 SAINT BARNABAS HEALTH CARE SYSTEM F 95 OLD SHORT HILLS ROAD WEST ORANGE NJ 07052 NONE PC GENERAL GRANT 900 THE CENTER FOR RESPONSIBLE TRAVEL 1225 EYE ST NW SUITE 600 WASHINGTON DC 20005 NONE PC GENERAL GRANT 11124 ALZHEIMERS DRUG DISCOVERY FOUNDATIO 57 W 57TH ST NEW YORK NY 10019 NONE PC GENERAL GRANT 2500 105723 14 23761 14 28239 18 11123 NET LT CAPITAL GAIN FROM P/S 18 519 NET ST TERM CAPITAL GAIN P/S 18 226 OTHER LOSS FROM INV PSHIP 14 216 ROYALTIES FROM P/S 15 46 64130 64130 13 INCOME USED FOR CHARITABLE GIFTS TO OPERATING ORGANIZATIONS PROVIDING EXEMPT ACTIVITIES. false false false false false false false false false false TAX PREP FEES 4504 4540 0 0 11TH JUBILEE FIX 2Y 2.43 25000 25000 UBS #12379-1100 506019 506019 UBS # 12792 1494764 1494764 SANDALWOOD DEBT TRADERS FUND, LP FMV 116839 116839 BANK/WIRE FEES 175 175 INVESTMENT EXPENSES 33702 33702 NET LT CAPITAL GAIN FROM P/S 519 519 NET ST TERM CAPITAL GAIN P/S 226 226 OTHER LOSS FROM INV PSHIP 216 216 ROYALTIES FROM P/S 46 46 PROFESSIONAL/LEGAL 7605 7605 0 0