2026-07-14T08:18:59-07:00 2025-09-30 061052184 SPIVEY LEMONIK SWENOR PC PO BOX 1349 MANCHESTER CENTER VT 05255 990PF 2024-10-01 226059859 THE GEIST FOUNDATION GEIS 9738791500 C/O JEFF BLOOM 148 SOUTH VALLEY RD WEST ORANGE NJ 07052 JEFFREY BLOOM Trustee 2026-07-12 true true Jennifer A Swenor P01232939 8023621946 2024 2025-03-06 01:10:19Z X 2284013 X X 25435 25435 27372 27372 37763 190723 37763 3053 3053 93623 93623 4475 4475 4215 4215 25349 25174 175 34039 33864 175 96711 96711 130750 33864 96886 -37127 59759 8583 4140 4139 9115 6407 6407 2000783 2132250 2132251 25000 25000 25000 116839 116216 116216 2160320 2284013 2284013 0 X 2160320 2284013 2160320 2284013 2160320 2284013 2160320 -37127 160820 2284013 2284013 SHORT TERM STOCKS COVERED P 2024-10-01 2025-09-30 25360 31003 -5643 -5643 LONG TERM STOCKS COVERED P 2000-01-01 2025-09-30 165363 121957 43406 43406 37763 -5643 831 831 831 X 13 844 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 NCJW OF ESSEX - GRANT PAYMENT CHABAD AT SHORT HILLS - GRANT PAYMENT 2208044 14122 0 2222166 0 2222166 33332 2188834 109442 109442 831 831 108611 108611 108611 96886 96886 108611 713735 44445 31061 10070 5815 805126 96886 0 96886 11725 11725 793401 0 702010 91391 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 5580 COOPERMAN BARNABAS MEDICAL CENTER 94 OLD SHORT HILLS RD LIVINGSTON NJ 07039 NONE N/A GENERAL GRANT 3450 ELKS LODGE NO 1246 - SUMMIT 40 MAPLE ST SUMMIT NJ 07901 NONE PC GENERAL GRANT 648 NCJW ESSEX 70 SOUTH ORANGE AVENUE SUITE 120 LIVINGTON NJ 07039 NONE PC GENERAL GRANT 5903 NJSGA 3 GOLF DR SUITE 206 KENILWORTH NJ 07033 NONE N/A GENERAL GRANT 500 CURE BREAST CANCER FOUNDATION 1122 CLIFTON AVE CLIFTON NJ 07013 NONE PC GENERAL GRANT 500 GEMACH ZICHRON MOSHE 130 THE CIR PASSAIC NJ 07055 NONE PC GENERAL GRANT 30000 JCC METROWEST 760 NORTHFIELD AVE WEST ORANGE NJ 07052 NONE PC GENERAL GRANT 3000 THE CENTER FOR RESPONSIBLE TRAVEL 1225 EYE ST NW SUITE 600 WASHINGTON DC 20005 NONE PC GENERAL GRANT 3583 YESHIVA K'TANA OF WATERBURY 32 HILLSIDE AVE WATERBURY CT 06710 NONE PC GENRAL GRANT 4000 ANIMAL PROTECTION SOCIETY 2117 E CLUB BLVD DURHAM NC 27704 NONE PC GENERAL GRANT 207 MILLBURN POLICE DEPARTMENT 435 ESSEX ST MILLBURN NJ 07041 NONE PC GENERAL GRANT 2000 JEWISH VOCATIONAL SERVICE OF METROW 7 GLENWOOD AVE 100 EAST ORANGE NJ 07017 NONE PC GENERAL GRANT 610 MIKVAH CHANA 62 NORTH LIVINGSTON AVE LIVINGSTON NJ 07039 NONE PC GENERAL GRANT 200 METRO YMCA 321 S LIVINGSTON LIVINGSTON NJ 07039 NONE PC GENERAL GRANT 1530 96711 14 25435 14 27372 18 37763 NET LT CAPITAL GAIN FROM P/S 18 1120 NET ST TERM CAPITAL GAIN P/S 18 -440 OTHER LOSS FROM INV PSHIP 14 2367 ROYALTIES FROM P/S 15 6 93623 93623 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 4475 4475 0 0 BANK/WIRE FEES 175 175 INVESTMENT EXPENSES 25174 25174 NET LT CAPITAL GAIN FROM P/S 1120 1120 NET ST TERM CAPITAL GAIN P/S -440 -440 OTHER LOSS FROM INV PSHIP 2367 2367 ROYALTIES FROM P/S 6 6 PROFESSIONAL/LEGAL 4215 4215 0 0