2026-04-20T15:17:07-07:00 2025-12-31 474705824 James Surman & Goldberg CPA 6751 N Federal Hwy Ste 100 Boca Raton FL 33487 990PF 2025-01-01 650443151 BURNS-GAGNON FOUNDATION INC BURN 5613380028 6751 N FEDERAL HWY SUITE 100 BOCA RATON FL 33487 RANDOLPH JAMES President 2026-02-13 true JUSTIN R GOLDBERG P01367045 5613380028 2025 2025-03-06 01:10:19Z X 234727 X X 6266 6266 8383 13383 8383 14649 14649 1775 888 887 125 125 236 236 2136 1013 1123 10500 10500 12636 1013 11623 2013 13636 329 2233 2233 145200 145309 232494 145529 147542 234727 0 X 145529 147542 145529 147542 145529 147542 145529 2013 147542 147542 32.3808 INVESCO CONVERTIBLE SECURITIES CLASS A P 2021-06-17 2025-03-06 3605 5000 -1395 -1395 Capital Gain Dividends 9778 8383 190 190 190 190 0 false false false false false false false true true FL true false false false false true N/A RANDOLPH H JAMES CPA 5613380028 6751 N FEDERAL HWY SUITE 100 BOCA RATON FL 33487 false false false false false false false false false false false false false false false false false false false false false false JUSTIN R GOLDBERG 6751 N FEDERAL HWY STE 100 BOCA RATON FL 33487 Treasurer 0.10 0 RENEE R EPPLE 30207 N 47TH STREET CAVE CREEK AZ 85331 Secretary 0.20 0 RANDOLPH JAMES 399 MOHAWK LANE BOCA RATON FL 33487 President 0.20 0 NONE NONE 222014 1941 0 223955 0 223955 3359 220596 11030 11030 190 190 10840 10840 10840 11623 11623 10840 2074 1406 3480 11623 0 10840 783 4263 0 4263 2074 1406 783 X FOOTHILLS FOOD BANK RESOURCE CENTER 6038 E HIDDEN VALLEY DRIVE CAVE CREEK AZ 85331 N/A PC UNRESTRICTED OPERATING GRANT TO PROVIDE FOOD AND FINANCIAL ASSISTANCE TO THE INDIGENT 3500 YMCA OF SOUTH PB COUNTY 6631 PALMETTO CIR S BOCA RATON FL 33433 N/A PC UNRESTRICTED OPERATING GRANT TO PROVIDE SUPPORT AND FINANCIAL ASSISTANCE TO THE YOUTH. 3500 MIRACLE LEAGUE OF DELRAY BEACH PO Box 7211 DELRAY BEACH FL 33482 N/A PC UNRESTRICTED OPERATING GRANT TO PROVIDE SUPPORT FOR DISABLED CHILDREN 3500 10500 14 6266 18 8383 14649 14649 false false false false false false false false false false JAMES, SURMAN & GOLDBERG CPA 1775 888 0 887 FIRST EAGLE GLOBAL CLASS FD - 361.618 AT COST 20551 29099 INVESCO CONVERTIBLE SEC CLASS A - 1816. AT COST 40683 45055 THORNBURG INCOME BUILDER - 947.223 AT COST 19540 31183 INVESCO QQQ TR - 58 AT COST 9986 35630 VANGUARD VALUE ETF - 93 AT COST 9970 17762 AB FDS LARGE CAP GROWTH FD - 538.657 AT COST 31538 52487 FIRST TRUST CAPITAL ETF - 230 AT COST 13041 21278 ACCOUNT FEE 175 175 FILING FEE 61 61 EXCISE TAX 125 125