2026-07-14T12:02:06-05:00 2025-12-31 592701990 SHORSTEIN & SHORSTEIN PA 8265 BAYBERRY ROAD JACKSONVILLE FL 32256 990PF 2025-01-01 592313058 ERIC FRIEDHEIM FOUNDATION INC ERIC 2123980192 5150 BELFORT ROAD BUILDING 100 JACKSONVILLE FL 32256 MICHAEL N SCHNEIDER ASST SEC, ASST TREAS, DIR 2123980192 2026-07-14 1 JAKOB TRASK P02325820 9047391311 2025 2025-03-06 01:10:19Z X 4903460 X X 2 2 91221 91221 406183 1142426 406183 497406 497406 30000 0 30000 12142 3643 8499 9933 8443 1490 3327 1427 0 47098 46156 942 102500 59669 40931 205500 205500 308000 59669 246431 189406 437737 37174 20892 20892 552707 501238 504808 1084142 1341299 4377760 1674023 1863429 4903460 0 0 X 0 0 0 0 1674023 1863429 1674023 1863429 1674023 1863429 1674023 189406 0 1863429 0 1863429 PUBLICLY TRADED SECURITIES 1142426 736243 406183 406183 406183 6085 0 6085 0 6085 1900 0 7500 0 9400 57 3258 3258 0 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 0 0 0 1 N/A SHORSTEIN SHORSTEIN PA 9047391311 8265 BAYBERRY ROAD JACKSONVILLE FL 32256 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 EDITH H FRIEDHEIM 529 S FLAGER DRIVE APT 23G WEST PALM BEACH FL 33401 PRES, SEC, TREAS, DIR 4.00 30000 0 0 MICHAEL N SCHNEIDER 5150 BELFORT ROAD BUILDING 100 JACKSONVILLE FL 32256 ASST SEC, ASST TREAS, DIR 1.00 0 0 0 LISA HALL 529 S FLAGER DRIVE APT 23G WEST PALM BEACH FL 33401 DIRECTOR 0.00 0 0 0 CINDY HALL 529 S FLAGER DRIVE APT 23G WEST PALM BEACH FL 33401 DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 0 4713590 9622 0 4723212 0 0 4723212 70848 4652364 232618 232618 6085 6085 226533 0 226533 0 226533 246431 0 246431 226533 0 0 36023 36023 246431 0 0 0 226533 19898 0 0 55921 0 0 0 0 0 0 0 55921 36023 19898 X BIRTHRIGHT ISRAEL FOUNDATION 711 THIRD AVENUE 10TH FL NEW YORK NY 10017 N/A PC TO SUPPORT EDUCATION TRIPS TO ISRAEL 3000 CHAMBER MUSIC SOCIETY OF PALM BEACH INC 340 ROYAL POINCIANA WAY STE 317-17 PALM BEACH FL 33480 N/A PC TO SUPPORT THE ARTS 5000 CHOPIN FOUNDATION OF THE UNITED STATES INC 1440-79TH STREET CAUSEWAY STE 117 MIAMI FL 33141 N/A PC TO SUPPORT THE ARTS 2000 CLINICS CAN HELP INC 2560 WESTGATE AVE WEST PALM BEACH FL 33409 N/A PC TO PROVIDE MEDICAL EQUIPMENT AND SUPPLIES TO THOSE IN NEED 2500 COMMUNITY FOUNDATION FOR PALM BEACH AND MARTIN COUNTIES INC 700 SOUTH DIXIE HIGHWAY 200 WEST PALM BEACH FL 33401 N/A PC TO SUPPORT THE LOCAL COMMUNITY 2000 DREYFOOS SCHOOL OF THE ARTS FOUNDATION INC PO BOX 552 WEST PALM BEACH FL 33402 N/A PC TO SUPPORT EDUCATION 5000 MANHATTAN SCHOOL OF MUSIC 130 CLAREMONT AVENUE NEW YORK NY 10027 N/A PC TO SUPPORT EDUCATION 10000 NATIONAL WILDLIFE REFUGE ASSOCIATION 1701 K STREET NW SUITE 550 WASHINGTON DC 20006 N/A PC TO SUPPORT THE ENVIRONMENT 10000 NEW YORK PHILHARMONIC 10 LINCOLN CENTER PLAZA NEW YORK NY 10023 N/A PC TO SUPPORT THE ARTS 5000 PALM BEACH DRAMAWORKS INC 201 CLEMATIS STREET WEST PALM BEACH FL 33401 N/A PC TO SUPPORT THE ARTS 15000 PALM BEACH FELLOWSHIP OF CHRISTIANS AND JEWS INC PO BOX 507 PALM BEACH FL 33480 N/A PC TO SUPPORT FELLOWSHIP AMONG ALL RELIGIONS AND CULTURES 1000 PALM BEACH OPERA INC 425 24TH ST WEST PALM BEACH FL 33407 N/A PC TO SUPPORT THE LOCAL OPERA 2500 PALM BEACH SYMPHONY SOCIETY INC 400 HIBISCUS STREET 100 WEST PALM BEACH FL 33401 N/A PC TO SUPPORT THE LOCAL SYMPHONY 14500 PEABODY CONSERVATORY ONE EAST MOUNT VERNON PLACE BALTIMORE MD 21202 N/A PC TO SUPPORT EDUCATION 3000 THE ALUMNI AND FRIENDS OF FIORELLO H LAGUARDIA HIGH SCHOOL INC PO BOX 230015 NEW YORK NY 10023 N/A PC TO SUPPORT EDUCATION 10000 THE HENRY MORRISON FLAGLER MUSEUM INC PO BOX 969 PALM BEACH FL 33480 N/A PC TO SUPPORT WHITEHALL AND ITS COLLECTIONS 5000 THE UNIVERSITY OF FLORIDA FOUNDATION INC PO BOX 14425 GAINESVILLE FL 32604 N/A PC TO SUPPORT EDUCATION 80000 TOURISM CARES INC 95 WASHINGTON STREET 104-114 CANTON MA 02021 N/A PC TO SUPPORT THE TRAVEL INDUSTRY AND CREATE A POSITIVE IMPACT ON PEOPLE AND TRAVEL 10000 WEST PALM BEACH LIBRARY FOUNDATION INC 411 CLEMATIS ST 3RD FLOOR WEST PALM BEACH FL 33401 N/A PC TO SUPPORT THE LOCAL LIBRARY 10000 RAYMOND F KRAVIS CENTER FOR THE PERFORMING ARTS INC 701 OKEECHOBEE BOULEVARD WEST PALM BEACH FL 33401 N/A PC TO SUPPORT THE ARTS 10000 205500 0 14 2 14 91221 18 406183 0 497406 0 497406 0 0 0 0 0 0 0 0 0 0 S KEKATOS & ASSOCIATES 6100 5185 915 SHORSTEIN & SHORSTEIN, P.A. 3833 3258 575 ISHARES CORE MSCI EMERGING MARKETS ETF 51902 80395 ISHARES S&P 500 GRWTH ETF 107576 1149276 ISHARES S&P 500 VAL ETF 156083 734398 ISHARES S&P MID-CAP 400 G ETF 47086 327842 ISHARES S&P MID-CAP 400 V ETF 61517 328975 ISHARES S&P SMLL-CAP 600 V ETF 63602 331949 ISHARES SMALL CAP 600 G ETF 47218 323680 VANGUARD FTSE DEVELOPED MKTS ETF 303056 420236 VANGUARD FTSE EMERGING MARKETS ETF 87502 99510 VANGUARD REAL ESTATE ETF 42752 139372 VANGUARD S&P 500 ETF 373005 442127 501238 504808 0 0 ANSBACHER, SCHNEIDER & TRAGER P.A. 12142 3643 8499 BROKERAGE FEES 47098 46156 942 EXCISE TAX 1900 0 0 FOREIGN TAXES 1427 1427 0