2026-08-27T08:44:09-05:00 2025-12-31 650790143 THE KLEIN GROUP 2300 NW CORPORATE BLVD STE 112 BOCA RATON FL 33431 990PF 2025-01-01 822588477 STEVEN AND LAUREN GEDULD FAMILY FOUNDATION INC STEV 5614199995 250 S ISLAND GOLDEN BEACH FL 33160 STEVEN GEDULD PRESIDENT 5614199995 2026-08-24 1 BRANDON S KLEIN P01405740 5614199995 2026-08-24 2025 2025-03-06 01:10:19Z X 4361147 X 190065 7551 7551 60269 60269 -22955 27195 0 234930 67820 36000 0 36000 32275 32275 0 19821 19821 0 3539 554 2985 1286 0 1286 92921 52650 40271 186938 186938 279859 52650 227209 -44929 15170 18509 13345 13345 241726 256327 256327 2131141 279940 247317 0 1811907 3844158 2391376 2361519 4361147 25000 40094 25000 40094 X 0 0 0 0 2366376 2321425 2366376 2321425 2391376 2361519 2366376 -44929 0 2321447 22 2321425 PUBLICLY TRADED SECURITIES 2021-09-30 2025-11-26 13345 50150 -36805 -36805 CAPITAL GAINS DIVIDENDS P 13850 13850 13850 -22955 211 0 211 0 211 1928 0 1000 0 2928 0 2717 2717 0 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 1 0 0 1 N/A THE FOUNDATION 5614199995 250 S ISLAND GOLDEN BEACH FL 33160 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 STEVEN GEDULD 250 S ISLAND GOLDEN BEACH FL 33160 PRESIDENT 5.00 0 0 0 JODI TARTELL 640 N ISLAND GOLDEN BEACH FL 33160 VICE PRESIDENT 5.00 0 0 0 DAVID GEDULD 20155 NE 38TH CT APT 503 AVENTURA FL 33180 SECRETARY 5.00 0 0 0 NONE 0 NONE 0 0 3782280 219355 0 4001635 0 0 4001635 60025 3941610 197081 197081 211 211 196870 0 196870 0 196870 227209 0 227209 196870 0 0 8745 31118 39863 227209 0 0 0 196870 30339 0 0 70202 0 0 0 0 0 0 0 70202 8745 31118 30339 X ACHIEVE MIAMI INC 1951 NW 7TH AVE STE 600 MIAMI FL 33136 PC TO ENABLE THE CHARITY TO PERFORM ITS CHARITABLE FUNCTION 5000 AVENTURA TURNBERRY JEWISH CENTER 20400 NE 30TH AVE MIAMI FL 33180 PC TO ENABLE THE CHARITY TO PERFORM ITS CHARITABLE FUNCTION 69260 CROHN'S AND COLITIS FOUNDATION OF AMERICA 21301 POWERLINE RD 301 BOCA RATON FL 33433 PC TO ENABLE THE CHARITY TO PERFORM ITS CHARITABLE FUNCTION 11984 FOUNDATION FOR DEFENSE OF DEMOCRACIES P O BOX 33249 WASHINGTON DC 20033 PC TO ENABLE THE CHARITY TO PERFORM ITS CHARITABLE FUNCTION 5000 GREATER MIAMI JEWISH FEDERATION 4200 BISCAYNE BLVD MIAMI FL 33137 PC TO ENABLE THE CHARITY TO PERFORM ITS CHARITABLE FUNCTION 720 HOPE FOR ANIMALS FOUNDATION INC 985 HARBORVIEW N HOLLYWOOD FL 33019 PC TO ENABLE THE CHARITY TO PERFORM ITS CHARITABLE FUNCTION 13000 JAFCO 4200 N UNIVERSITY DR SUNRISE FL 33351 PC TO ENABLE THE CHARITY TO PERFORM ITS CHARITABLE FUNCTION 16552 MIAMI BEACH JEWISH COMMUNITY CENTER INC 4221 PINE TREE DRIVE MIAMI BEACH FL 33140 PC TO ENABLE THE CHARITY TO PERFORM ITS CHARITABLE FUNCTION 206 NOVA SOUTHEASTERN UNIVERSITY INSTITUTE FOR ADVANCEMENT 3301 COLLEGE AVE DAVIE FL 33314 PC TO ENABLE THE CHARITY TO PERFORM ITS CHARITABLE FUNCTION 20500 RCCS 803 BEDFORD AVE BROOKLYN NY 11205 PC TO ENABLE THE CHARITY TO PERFORM ITS CHARITABLE FUNCTION 2500 THE VISION OF CHILDREN FOUNDATION 12555 HIGH BLUFF DR 330 SAN DIEGO CA 92130 PC TO ENABLE THE CHARITY TO PERFORM ITS CHARITABLE FUNCTION 5000 WOMEN OF TOMORROW 4400 BISCAYNE BLVD SUITE 580 MIAMI FL 33137 PC TO ENABLE THE CHARITY TO PERFORM ITS CHARITABLE FUNCTION 21400 HILLEL AT FIU 11200 SW 8TH ST PG6 SUITE 130 MIAMI FL 33199 PC TO ENABLE THE CHARITY TO PERFORM ITS CHARITABLE FUNCTION 1000 HUMANE SOCIETY OF BROWARD COUNTY 2070 GRIFFIN RD FT LAUDERDALE FL 33312 PC TO ENABLE THE CHARITY TO PERFORM ITS CHARITABLE FUNCTION 100 PASADENA JEWISH TEMPLE AND CENTER 500 E COLORADO BLVD PASADENA CA 91101 PC TO ENABLE THE CHARITY TO PERFORM ITS CHARITABLE FUNCTION 370 TEAM LIFELINE 151 WEST 30TH ST NEW YORK NY 10001 PC TO ENABLE THE CHARITY TO PERFORM ITS CHARITABLE FUNCTION 360 THE PAP CORPS 1191 E NEWPORT CENTER DR SUITE 107 DEERFIELD BEACH FL 33442 PC TO ENABLE THE CHARITY TO PERFORM ITS CHARITABLE FUNCTION 1000 THE PINK AGENDA INC 28 WEST 44TH ST SUITE 609 NEW YORK NY 10036 PC TO ENABLE THE CHARITY TO PERFORM ITS CHARITABLE FUNCTION 5000 VOICES FOR CHILDREN FOUNDATION INC 601 NW 1ST CT 10TH FLOOR MIAMI FL 33136 PC TO ENABLE THE CHARITY TO PERFORM ITS CHARITABLE FUNCTION 500 UNIVERSITY FAMILY ORGANIZATION INC 3375 SW 75TH AVE FT LAUDERDALE FL 33314 PC TO ENABLE THE CHARITY TO PERFORM ITS CHARITABLE FUNCTION 6486 THE CHILDHOOD CANCER PROJECT 1835 E HALLANDALE BEACH BLVD 592 HALLANDALE BEACH FL 33009 PC TO ENABLE THE CHARITY TO PERFORM ITS CHARITABLE FUNCTION 1000 186938 0 14 7551 14 60269 18 -22955 0 44865 0 44865 0 0 0 0 0 0 0 0 0 0 X X 1 SCG CHARITABLE LEAD TR CU IRWIN GEDULD 2016 FAM LIM ACC TST 250 S ISLAND GOLDEN BEACH FL 33160 190065 X ACCOUNTING FEES 32275 32275 0 ALIBABA GROUP HOLDING LT 40653 43974 BARK INC 33900 3013 CARNIVAL CORP PAIRED SHS 47304 36648 OZON HOLDINGS PLC SHS ADR 49250 0 UBER TECHNOLOGIES INC 59270 138907 UPWORK INC 49563 24775 DIMENSIONAL US CORE EQUITY 2 ETF AT COST 96720 118770 FIRST EAGLE GLOBAL FUND CL I AT COST 170367 241087 INVESCO QQQ TR SER 1 AT COST 365632 1303566 ISHARES CORE S&P MID-CAP ETF AT COST 68370 132000 ISHARES MSCI EAFE AT COST 73697 115236 ISHRAES EDGE MSCI MIN VOL EMERGING MARKETS ETF AT COST 36839 44828 ISHRAES SELECT DIVIDEND ETF AT COST 146256 218767 ISHARES CORE S&P 500 ETF AT COST 119674 342470 ISHARES TR RUSSELL 2000 AT COST 68081 123080 JPMORGAN STRATEGIC INCOME OPP FD CL I AT COST 80142 80005 SPDR S&P 500 ETF TRUST AT COST 342383 869448 THORNBURG STRATEGIC INCOME FD CL I AT COST 53827 54963 THORNBURG LTD TERM INC FD CL I AT COST 138084 137995 VANGUARD REAL ESTATE ETF AT COST 51835 61943 NONDIVIDEND DISTRIBUTIONS 22 LICENSES AND FEES 1286 0 1286 CREDIT CARD PAYABLE 25000 40094 INVESTMENT ADVISORY FEES 19821 19821 0 SCG CHARITABLE LEAD TR CU IRWIN GEDULD FAM LIM ACC TST 250 S ISLAND GOLDEN BEACH FL 33160 FOREIGN TAXES PAID 554 554 0 PAYROLL TAXES 2985 0 2985