2024-05-08T11:28:01-07:00 2023-12-31 223079289 Nathen Schwitzer 1701 PROSPECT AVE FAIR LAWN NJ 07410 990PF 2023-01-01 656365021 GOLDON IRREVOCABLE CHARITABLE TRUST UAD 122800 SHAYNA BLOOM GOLD 5613061201 2501 NW TIMBERCREEK CIRCLE BOCA RATON FL 33431 SHAYNA ALISON BLOOM Trustee 2024-05-08 true SHAYNA ALISON BLOOM 999009999 true NATHEN T SCHWITZER CPA P00041029 2126290221 X 2 AAL1 IAL1 FAL1 2023 2023-04-26 12:10:37Z X 422912 X X 1102 1102 1102 6139 35232 6139 7241 7241 1102 4600 4600 4600 4600 1184 1184 1184 1184 5784 5784 5784 5784 31360 31360 37144 5784 5784 37144 -29903 1457 3340 7531 7531 89833 60763 94025 139658 139658 321356 232831 207952 422912 0 X 232831 207952 232831 207952 232831 207952 232831 -29903 5024 207952 207952 33.236 JANUS HENDERSON OVERSEAS I CUSIP: 47103C464 Symbol: JIGFX P 2012-08-24 2023-07-25 1456 1470 -14 -14 4.682 JANUS HENDERSON OVERSEAS I CUSIP: 47103C464 Symbol: JIGFX P 2012-12-27 2023-07-25 205 221 -16 -16 51.243 JANUS HENDERSON OVERSEAS I CUSIP: 47103C464 Symbol: JIGFX P 2013-03-08 2023-07-25 2245 2529 -284 -284 114.469 JANUS HENDERSON OVERSEAS I CUSIP: 47103C464 Symbol: JIGFX P 2012-08-24 2023-08-01 5000 5062 -62 -62 88.864 JANUS HENDERSON OVERSEAS I CUSIP: 47103C464 Symbol: JIGFX P 2012-08-24 2023-12-01 3739 3929 -190 -190 256.362 JANUS HENDERSON OVERSEAS I CUSIP: 47103C464 Symbol: JIGFX P 2012-11-09 2023-12-01 10785 11290 -505 -505 118.234 E V LARGE CAP VALUE I CUSIP: XXX-XX-XXXX Symbol: EILVX P 2011-01-14 2023-07-25 2844 2206 638 638 6.781 JANUS HENDERSON FORTY I CUSIP: 47103A658 Symbol: JCAPX P 2010-07-23 2023-07-25 335 207 128 128 71.417 JANUS HENDERSON FORTY I CUSIP: 47103A658 Symbol: JCAPX P 2010-07-23 2023-07-25 3526 2179 1347 1347 Capital Gain Dividends 5097 6139 20 20 20 X 20 0 false false false false false false false false true FL true false false false false true N/A SHAYNA BLOOM TRUSTEE 5613061201 2501 NW TIMBERCREEK CIRCLE BOCA RATON FL 334311044 false false false false false false false false false false false false false false false false false false false false false false SHAYNA ALISON BLOOM 2501 NW TIMBERCREEK CIRCLE BOCA RATON FL 334311044 Trustee 0.00 0 NONE NONE 105826 5436 305025 416287 0 416287 38433 377854 18893 18893 20 20 18873 18873 18873 37144 37144 18873 16130 10529 4115 5933 20333 57040 37144 0 18873 18271 75311 0 16130 59181 10529 4115 5933 20333 18271 X JEWISH FEDERATION OF SOUTH PALM BEA 9901 DONNA KLEIN BLVD BOCA RATON FL 33428 NONE SUPPORT 14000 LIUMI WEST RETREAT CENTRE 7100 W CAMINO REAL SUITE 302 BOCA RATON FL 33433 NONE SUPPORT 1000 JEWISH FED OF SPB MARCH OF THE LIVI 4200 BISCAYNE BLVD MIAMI FL 33137 NONE SUPPORT 5000 BOCA RATON JEWISH EXPERIENCE 7900 N MONTOYA CIRCLE BOCA RATON FL 33433 NONE SUPPORT 10000 HILLEL OF BROWARD PALM BEACH 21011 95TH AVENUE SOUTH BOCA RATON FL 33428 NONE SUPPORT 360 THE HEAL FOUNDATION PO BOX 140 PONTE VEDRA BEACH FL 32004 NONE SUPPORT 1000 31360 1102 6139 7241 7241 false false false false false false false false false false TAX PREPARATION FEES 4600 4600 4600 4600 THE $38,433. AMOUNT APPROXIMATES THE TWO YEAR AVERAGE OF THE ACTUAL, REASONABLE CASH BALANCES NECESSARY TO COVER CURRENT ADMINISTRATIVE AND CHARITABLE EXPENDITURES; AND OTHER NORMAL AND CURRENT DISBURSEMENTS DIRECTLY CONNECTED WITH THE ORGANIZATION FULFILLING ITS CHARITABLE PURPOSE. MORGAN STANLEY FMV 60763 94025 108 PASEO CT, ROYAL PALM BEACH, FL 139658 139658 108 PASEO RESIDENCE- REMAINDER INTEREST 321356 INVESTMENT ADVISORY FEES 1184 1184 1184 1184