2026-07-16T10:00:50-05:00 2025-12-31 650790143 THE KLEIN GROUP 2300 NW CORPORATE BLVD STE 112 BOCA RATON FL 33431 990PF 2025-01-01 994216793 MIRIAM WALLIS FOUNDATION INC MIRI 5612811876 6686 GRANDE ORCHID WAY DELRAY BEACH FL 33446 SHERRI W PINSLEY DIRECTOR 5612811876 2026-07-07 1 STEVEN C KLEIN P00448460 5614199995 2026-07-07 2025 2025-03-06 01:10:19Z X 2154154 X X 927 927 43683 43683 -648 922219 0 43962 44610 0 0 0 587 587 0 3600 3600 0 18348 18348 0 14570 12 0 150 150 0 37255 22697 0 18000 18000 55255 22697 18000 -11293 21913 205 1551 1551 15038 18081 18081 594973 641253 646737 1367285 1305469 1487785 1977501 1966354 2154154 0 0 X 0 0 0 0 1977501 1966354 1977501 1966354 1977501 1966354 1977501 -11293 146 1966354 0 1966354 PUBLICLY TRADED SECURITIES P 778067 803275 -25208 -25208 PUBLICLY TRADED SECURITIES P 143910 119592 24318 24318 CAPITAL GAINS DIVIDENDS P 242 242 242 -648 305 0 305 0 305 8211 0 0 0 8211 0 7906 7906 0 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 1 0 0 1 N/A THE FOUNDATION 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PERFORM ITS CHARITABLE FUNCTION 3000 TUNNELS TO TOWERS 2361 HYLAN BLVD NEW YORK NY 10306 PC TO ENABLE THE ORGANIZATION TO PERFORM ITS CHARITABLE FUNCTION 3000 LEUKEMIA RESEARCH FOUNDATION 191 WAUKEGAN RD SUITE 105 NORTHFIELD IL 60093 PC TO ENABLE THE ORGANIZATION TO PERFORM ITS CHARITABLE FUNCTION 3000 18000 0 14 927 14 43683 18 -648 0 43962 0 43962 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 3600 3600 0 ABBOTT LABS 4227 4135 ABBVIE INC 4545 5941 ADVANCED MICRO D INC 7311 6211 ALIBABA GROUP HOLDING 4659 6156 ALLSTATE CORP 16452 17901 ALNYLAM PHARMACEUTICALS 2748 3181 ALPHABET INC SHS CL C 27197 42363 ALPHABET INC SHS CL A 15455 22536 AMAZON COM INC COM 20647 21697 AMER EXPRESS COMPANY 6504 8509 AMPHENOL CORP CL A NEW 3693 5811 ANALOG DEVICES INC COM 20521 21967 APPLE INC 39017 53828 APPLOVIN CORP COM 4924 8086 ASTRAZENECA PLC SPND ADR 2838 3861 AT&T INC 39380 36838 AUTOZONE INC NEVADA COM 12703 13566 BERKSHIRE HATHAWAY INC 3700 4021 BLACKROCK INC REG SHS 25669 26758 BROADCOM INC 27145 43609 CARVANA CO CL A 4968 5908 CATERPILLAR INC DEL 18154 20050 CELESTICA INC 2016 2956 CIENACORP 3160 3742 CLOUDFLARE INC REG SHS 6142 5915 COCA COLA COM 3664 4055 CROWDSTRIKE HLDGS INC 4385 4219 CSX CORP 15121 15479 D R HORTON INC 3337 2881 DEERE CO 3292 3259 DIGITAL RLTY TR INC 18564 16399 DOORDASH INC REG SHS 2502 3171 EATON CORP PLC 10572 9555 ELI LILLY & CO 27932 32240 EMERSON ELEC CO 17698 18846 EXXON MOBIL CORP COM 30125 30446 FREEPORT-MCMORAN INC 11793 13713 GE AEROSPACE 8670 9857 GE VERNOVA INC 10827 11111 GENL DYNAMICS CORP COM 8738 11110 GILEAD SCIENCES INC COM 22749 27371 GOLDMAN SACHS GROUP INC 10345 14064 HEWLETT PACKARD 20537 23516 HIMS AND HERS HEALTH INC 2935 1851 HOME DEPOT INC 12958 11355 HPINC 9379 5615 INSMED INC 7279 11139 INTL BUSINESS MACHINES 24223 32287 INTUIT INC COM 5337 5299 JOHNSON AND JOHNSON COM 6559 7243 JPMORGAN CHASE & CO 27434 35766 KINDER MORGAN INC DEL 21082 21745 MASTERCARD INC 18736 20552 MCDONALDS CORP COM 18411 18338 MCKESSON CORPORATION COM 5056 6562 MEDTRONIC PLC SHS 16632 18155 MERCADOLIBRE INC 8806 10071 META PLATFORMS INC 30088 31024 MICROSOFT CORPCURRENT YIELD 71743 77863 NATERA INC SHS 6487 8247 NETFLIX COM INC 4608 5344 NVIDIA 77139 96047 ORACLE CORP $0.01 DEL 12745 8186 PALANTIR TECHNOLOGIES 10046 11376 PALO ALTO NETWORKS INC 1878 1842 PEPSICO INC 11082 10190 PHILIP MORRIS INTL INC 7706 7539 PRINCIPAL FINANCIAL GRP 11499 11997 PUB SVC ENTERPRISE GRP 22797 22083 QUANTA SERVICES INC 2914 3799 REALTY INCM CRP MD PV$1 13826 13811 ROBINHOOD MARKETS INC 6146 7691 ROBLOX CORP REG SHS CL A 6444 3970 RTXCORP 14514 20724 SCHWAB CHARLES CORP NEW 3554 4596 SEA LTD 5397 4082 SEAGATE TECH HLDGS PUB 4833 9088 SERVICENOW INC 8304 6128 SHOPIFY INC CL A 7133 9336 SIMON PROPERTY GROUP DEL 21676 23324 SNOWFLAKE INC REG SHS 1421 1755 SOFI TECHNOLOGIES INC 5047 5733 SYNCHRONY FINL COM 17187 21775 TAIWAN S MANUFCTRING ADR 5202 6989 TESLA INC 24296 28332 TJX COS INC NEW 16259 20123 TPG INC REG SHS CL A 7401 8363 TRANE TECHNOLOGIES PLC 3149 3114 TRUIST FINL CORP 22212 23965 UBER TECHNOLOGIES INC 1969 1879 VISA INC CL A SHRS 2677 2806 VISTRA CORP 1803 1452 WALMART INC 16808 19831 WELLS FARGO & CO 22808 28892 WELLTOWER INC 5435 7424 WILLIAMS COMPANIES DEL 19973 21219 WSTN DIGITAL CORP DEL 3691 3790 XCEL ENERGY INC 18754 20755 3M COMPANY 7365 8485 641253 646737 0 0 LEGAL FEES 587 587 0 ANNUAL SERVICE FEE 150 150 0 OTHER INCREASES 146 INVESTMENT FEES 18348 18348 0 MIRIAM WALLIS TR DTD 3-5-1990 6686 GRANDE ORCHID WAY DELRAY BEACH FL 33446 EXCISE TAX 14558 0 0 FOREIGN TAX WITHHOLDING 12 12 0