2025-03-13T09:50:03-05:00 2024-11-30 581540139 STEPHEN M BERMAN & ASSOCIATES LLC 3445 PEACHTREE ROAD NE SUITE 1150 ATLANTA GA 30326 990PF 2023-12-01 261608725 SINGER FAMILY FOUNDATION INC SING 4047313888 907 BANFORD COURT MARIETTA GA 30068 MINDI S BRESSLER PRESIDENT 4047313888 2025-03-13 1 1 STEPHEN M BERMAN P00031703 4042622181 2023 2025-03-06 01:10:19Z X X 524165 X X 29715 29715 -1680 117983 0 28035 29715 0 0 0 0 0 3465 2599 0 866 3465 2599 0 866 17275 17275 20740 2599 0 18141 7295 27116 0 21089 5465 5465 247224 261861 356445 153195 164942 162255 421508 432268 524165 5336 8801 5336 8801 X 416172 423467 0 0 0 0 416172 423467 421508 432268 416172 7295 0 423467 0 423467 429 SHS CITIGROUP VAR 7.125% PFD P 2022-11-23 2023-12-29 10725 11065 -340 -340 200 SHS APOLLO GLOBAL MGMT INC. P 2020-02-04 2024-01-09 18855 9739 9116 9116 429 SHS CITIGROUP VAR 7.125% PFD P 2024-01-09 2024-04-01 10725 11293 -568 -568 571 SHS CITIGROUP VAR 7.125% PFD P 2022-11-23 2024-04-01 14275 14727 -452 -452 1,000 SHS GOLDMAN SACHS VAR P 2024-01-09 2024-05-17 25000 25873 -873 -873 1,000 SHS B RILEY FINL INC 6.5% PDF P 2021-11-04 2024-07-24 18181 26872 -8691 -8691 350 SHS CVS HEALTH P 2019-05-03 2024-09-06 20222 20094 128 128 -1680 377 0 377 0 377 403 0 0 0 403 0 26 26 0 0 0 0 0 0 0 0 0 0 0 1 1 GA 1 0 0 0 0 1 N/A MINDI S BRESSLER 4047313888 907 BANFORD COURT MARIETTA GA 30068 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MINDI S BRESSLER 907 BANFORD COURT MARIETTA GA 30068 PRESIDENT 2.50 0 0 0 JOANNE ASINGER 3747 PEACHTREE ROAD NE 522 ATLANTA GA 30319 SECRETARY/TREASURER 2.50 0 0 0 NONE 0 NONE 0 0 454118 22499 0 476617 0 0 476617 7149 469468 23473 23473 377 377 23096 0 23096 0 23096 18141 0 18141 23096 0 0 4214 3460 8036 15710 18141 0 0 0 18141 0 4955 4955 10755 0 0 0 0 0 0 0 10755 2719 8036 MINDI S BRESSLER X AA SYNAGOGUE 600 PEACHTREE BATTLE AVE ATLANTA GA 30327 N/A PUBLIC ANNUAL CONTRIBUTION. 10325 AA SYNAGOGUE 600 PEACHTREE BATTLE AVE ATLANTA GA 30327 N/A PUBLIC ANNUAL CONTRIBUTION. 475 AA SYNAGOGUE 600 PEACHTREE BATTLE AVE ATLANTA GA 30327 N/A PUBLIC ANNUAL CONTRIBUTION. 125 ESPRIT FOUNDATION 1550 FALMOUTH ROAD CENTERVILLE MA 02632 N/A PUBLIC ANNUAL CONTRIBUTION. 1500 ESPRIT FOUNDATION 1550 FALMOUTH ROAD CENTERVILLE MA 02632 N/A PUBLIC ANNUAL CONTRIBUTION. 1000 JEWISH HOME LIFE 3150 HOWELL MILL ROAD NW ATLANTA GA 30327 N/A PUBLIC ANNUAL CONTRIBUTION. 2000 JEWISH HOME LIFE 3150 HOWELL MILL ROAD NW ATLANTA GA 30327 N/A PUBLIC ANNUAL CONTRIBUTION. 1100 TEMPLE SINAI 5645 DUPREE DRIVE ATLANTA GA 30327 N/A PUBLIC ANNUAL CONTRIBUTION. 750 17275 0 14 29715 18 -1680 0 28035 0 28035 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 3465 2599 0 866 ALTA EQUIP GROUP INC. 10% 26354 25540 FORD MOTOR CO. 6.00% PFD 25682 23610 MORGAN STANLEY VAR PFD 25651 25340 WELLS FARGO & CO. 5.625% 35505 37005 SYNOVUS FINL CRP 6.3% PFD 25431 25740 ZIONS BANCORP 6.95% PFD 26319 25020 AMERICAN ELECTRIC POWER INC. 34221 39944 APOLLO GLOBAL MGMT INC. 14609 52509 ARES CAPITAL CORP. 24125 33225 GLADSTONE COMMERCIAL CORP. 34417 35220 STARWOOD PROPERTY TR. INC. 33536 30555 CARLYLE GROUP L.P. 16716 39922 ALTRIA GROUP, INC. 34321 43305 SOUTHERN COMPANY 32266 44565 BLUE OWL CAPITAL CORP. 37650 37200