2024-06-05T08:34:42-07:00 2023-12-31 364442927 Gordon Kramer 5750 Old Orchard Road Suite 120 Skokie IL 60077 990PF 2023-01-01 367336015 MITCHELL P AND KAREN J KOPIN FAMILY FDN MITC 8475629030 245 PALM TRAIL DELRAY FL 33483 MITCHELL P KOPIN President 2024-06-05 true MITCHELL P KOPIN 999009999 true Harry M Kramer P00124515 8474700652 2 AAL1 IAL1 FAL1 2023 2023-04-26 12:10:37Z X 2642866 X 75000 X 2681 2681 140143 140143 28277 423120 28277 246101 171101 13318 1050 525 525 23767 23767 2901 415 41036 24707 525 117230 117230 158266 24707 117755 87835 146394 130169 100650 100650 41703 18932 19301 1156010 1202093 1202923 1219252 1321287 1319992 2547134 2642962 2642866 7993 7993 X 2547134 2634969 2547134 2634969 2547134 2642962 2547134 87835 2634969 2634969 FIDELITY 8590 S/T SALES P 2023-01-01 2023-07-01 35716 34480 1236 1236 FIDELITY 8590 L/T SALES P 2001-01-01 2023-07-01 185677 122435 63242 63242 FIDELITY 5989 CGD P 2001-01-01 2023-07-01 9 9 9 FIDELITY 5989 S/T SALES P 2023-01-01 2023-07-01 65698 63380 2318 2318 FIDELITY 5989 L/T SALES P 2001-01-01 2023-07-01 136020 174548 -38528 -38528 28277 3554 2035 2035 2035 1240 2300 3540 1505 1505 false false false false false false false true true FL IL true false false false false true N/A Mitchell Kopin 8475629030 245 PALM TRAIL DELRAY FL 33483 false false false false false false false false false false false false false false false false false false false false false false MITCHELL P KOPIN 245 PALM TRAIL DELRAY BEACH FL 33483 President 2.00 0 KAREN J KOPIN 245 PALM TRAIL DELRAY BEACH FL 33483 Secretary 1.00 0 JEFFREY KOPIN 150 CARY HIGHLAND PARK IL 60035 Treasurer 1.00 0 NONE NONE 2378448 79041 0 2457489 0 2457489 36862 2420627 121031 121031 2035 2035 118996 118996 118996 117755 117755 118996 40414 60127 100541 117755 0 117755 1241 1241 99300 0 99300 39173 60127 MITCHELL P KOPIN KAREN J KOPIN X JEWISH UNITED FUND 30 S FRANKLIN AV CHICAGO IL 60603 Social and community services 54180 JEWISH FEDERATION OF SOUTH FLORIDA 30 S WELLS ST CHICAGO IL 60606 Social and community services 11180 NORTH SUBURBAN SYNAGOGUE BETH EL 1175 SHERIDAN RD HIGHLAND PARK IL 60035 To support religious programs 30810 CAMP RAMAH 3080 BROADWAY NEW YORK NY 10027 RELIGIOUS SERVICES 180 ALBERT EINSTEIN ACADEMY 101 GARDEN OF EDEN RD WILMINGTON DE 19803 RELIGIOUS AND ACADEMIC SERVICES 10000 THE ARK 6450 N CALIFORNIA CHICAGO IL 60645 SOCIAL SERVICES 500 VIDA VOLUNTEER 2612 S Arlington Mill Dr ARLINGTON VA 22206 SOCIAL SERVICES 100 AMERICAN FRIENDS OF NEVE HANNA PO BOX 640685 OAKLAND GARDENS NY 11364 SOCIAL SERVICES 180 BETH TIKVAH CONGREGATION 300 Hillcrest Blvd HOFFMAN ESTATES IL 60169 SUPPORT RELIGIOUS PROGRAMS 100 CYCLE FOR SURVIVAL 633 3RD AVE NEW YORK NY 10017 CANCER RESEARCH 500 NU FOR LIFE 633 CLARK ST EVANSTON IL 60208 ASSIST STUDENT ATHLETES 5000 BAYIT 157 CHURCH ST MIDDLETOWN CT 06457 SUPPORT RELIGIOUS PROGRAMS 1800 RUN2REVIVE 5153 FREDERICKSBURG WAY BRENTWOOD TN 37027 ALZHEIMERS AND ALS RESEARCH 500 MIRACLE LEAGUE 1506 KLONDIKE RD CONYERS GA 30094 SOCIAL SERVICES 200 FRIENDS OF THE ISRAEL DEFENSE FORCE PO BOX 4224 NEW YORK NY 10163 SUPPORT ISRAEL DEFENSE PERSONNEL 1800 PROJECT KESHER 2660 BROADWAY NEW YORK NY 10025 SUPPORT RELIGIOUS PROGRAMS 100 HADASSAH CHICAGO 900 SKOKIE BLVD NORTHBROOK IL 60062 SUPPORT RELIGIOUS PROGRAMS 100 117230 14 2681 14 140143 18 28277 171101 171101 false false false false false false false false false false Tax return preparation 1050 525 0 525 TORTOISE PWR AND ENERGY 31997 31616 CHIMERA INV CORP 63139 61457 INVESCO MORTGAGE CAPITAL 63398 57494 BARINGS BDC 61542 52278 AGNC INVT CORP 17711 18776 ARMOUR RESIDENTIAL 50035 48504 AG MTG INVT TR INC 42979 48560 ELLINGTON FINANCIAL 30156 28260 GOLUB CAP BDC 13237 17154 KINDER MORGAN 35842 44612 EAGLE POINT CREDIT 23410 22920 TWO HARBORS INV A 52812 60386 CRESCENT CAP BDC 52818 50159 AG MTG INVT TR INC CUM PFD 39528 40622 EAGLE POINT CREDIT DE 24244 23458 KKR REAL ESTATE 59029 49332 BLACKROCK FLOATING RATE 4091 4596 GDL FD COM 18650 18154 NUVEEN MTG AND INCOME 10185 8372 NUVEEN REAL ASSET INC GRO 13151 10548 NUVEEN MULTI-MKT INCOME 9345 7683 SABA CAPITAL INCOME OPP 32141 30300 SPECIAL OPPS FD 45969 43056 TEMPLETON EMERGING MKTS 12713 9636 TORTOISE PWR AND ENERGY 9698 11380 VIRTUS DIV INT 38775 32306 ANNALY CAPITAL MGMT 17278 17999 ANNALY CAPITAL MGMT 42231 45554 GOLDMAN SACHS GROUP 22985 24988 BLACKSTONE MORTGAGE 13637 16846 AMERICAN CENTY ETF 53641 67709 BLACKROCK CAP ALLOCATION 13577 14188 BLACKROCK ESG CAP ALLOCATION 12659 14211 SPECIAL OPPS FD 35345 28500 TCW STRATEGIC INCOME FUND 6272 6003 BANK OF AMERICA CORP PFD 26568 28268 MORGAN STANLEY PFD 28853 29864 US BANCORP 28610 31911 WELLS FARGO CO NEW PERP 28370 29891 FLAHERTY CRUMRINE DYNAMIC 15472 15372 18932 19301 ISHARES S&P 100 IDX FMV 161603 172010 DIMENSIONAL ETF TRUST INTL FMV 50668 66349 INVESCO EXCHANGE TRADED FMV 59241 62304 VANGUARD IDX VAL FMV 99770 103155 WISDOMTREE US QUAL DIV FMV 48554 53483 ISHARES 1-5YR INV FMV 54580 52147 VANGUARD SHT TERM TREAS FMV 60 58 VANGUARD TOTAL STOCK FMV 112238 115526 WISDOMTREE EMERGING MKTS FMV 23174 25859 WISDOMTREE US LARGECAP FMV 11247 12078 ISHARES TR 1-7YRS TRSY FMV 85813 85787 SPDR PORTFOLIO ST FMV 9089 8815 VANGUARD SCOTTSDALE INTER FMV 62934 63650 JANUS DETROIT STR TR HENDERSON FMV 18715 18661 VANGUARD DEVELOPED MKTS FMV 14536 14370 VANGUARD SCOTTSDALE MTG FMV 73407 75010 JANUS DETROIT STR HENDERSON AAA FMV 23704 24144 JANUS DETROIT STR HENDERSON MTG FMV 26922 28161 EATON VANCE LTD DUR FMV 20932 21689 ARES COML REAL ESTATE FMV 32355 31401 LADDER CAP FMV 42063 52647 MFA FINL INC FMV 68228 61979 EQUITY COMMONWEALTH FMV 38979 28378 GRANITE PT MTG FMV 47048 26647 TPG RE FIN TR INC FMV 40976 26754 BRT APARTMENTS CORP FMV 11260 16805 BRIGHTSPIRE CAPITAL FMV 49084 39230 TPG RE FIN TR FMV 34107 32895 LEGAL 13318 0 0 0 Investment fees 23767 23767 0 0 Foreign taxes 415 415 IL charity bureau 15 IRS 2471