2025-10-23T16:41:32-05:00 2024-12-31 591818353 KAUFMAN ROSSIN & CO PA 100 SE 3RD AVENUE SUITE 2400 FT LAUDERDALE FL 33394 990PF 2024-01-01 161578255 THE HARRY T MANGURIAN JR FOUNDATION INC HARR 9544911722 3696 NORTH FEDERAL HIGHWAY 300 FORT LAUDERDALE FL 333086263 STEPHEN G MEHALLIS PRESIDENT 9544911722 2025-10-23 1 1 HEIDI SUAREZ CPA P01219886 9545664400 2025-10-23 2024 2025-03-06 01:10:19Z X 99308687 X X 225256 225256 2255734 2608535 6235233 53662491 6128330 55933 57410 8772156 9019531 440080 0 440080 2601 0 2601 6300 0 6300 368137 522649 0 178710 16191 32519 55703 0 55703 5750 0 5750 106799 0 106799 1164080 538840 649752 10280250 10280250 11444330 538840 10930002 -2672174 8480691 4387475 4075027 4075480 7611 27611 27611 5053217 5269921 5212397 30796611 29223873 46629262 24841484 25492102 27531717 6409522 5616661 15832220 33546 33546 71495920 69705195 99308687 600000 1481449 600000 1481449 X 0 0 0 0 70895920 68223746 70895920 68223746 71495920 69705195 70895920 -2672174 0 68223746 0 68223746 PUBLICLY TRADED SECURITIES 53662491 47427258 6235233 6235233 WEST STREET CAPITAL PARTNERS VII PARALLEL, L.P. P -173121 -173121 CADRE ACCESS OFFSHORE, L.P. P -23256 -23256 VINTAGE VII AIV OFFSHORE, SCSP P 3459 3459 WEST STREET ENERGY PARTNERS AIV-1, L.P. P -164208 -164208 BPG INVESTORS, L.P. P -2275 -2275 SLR HEALTHCARE (BDC) ACCESS, L.P. P 3829 3829 GOLDMAN SACHS VINTAGE FUND V OFFSHORE, L.P. P 38460 38460 GOLDMAN SACHS VINTAGE FUND VI OFFSHORE, L.P. P 44261 44261 GOLDMAN SACHS VINTAGE FUND VII OFFSHORE, L.P. P 61435 61435 GOLDMAN SACHS VINTAGE FUND VIII OFFSHORE, L.P. P 104513 104513 6128330 117882 0 117882 0 117882 110000 0 25000 0 135000 0 17118 15000 2118 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 0 0 0 0 1 N/A STEPHEN G MEHALLIS BETH P PIANA 9544911722 3696 N FEDERAL HIGHWAY 300 FORT LAUDERDALE FL 333086263 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 STEPHEN G MEHALLIS 4221 NE 25TH AVENUE FORT LAUDERDALE FL 33308 PRESIDENT / DIRECTOR 40.00 145000 0 0 GORDON W LATZ 2811 NE 40TH STREET FORT LAUDERDALE FL 33308 V. PRESIDENT-GRANT/SECRETARY/ DIRECTOR 40.00 145000 0 0 BETH P PIANA 8423 NW 80TH COURT TAMARAC FL 33321 VICE PRESIDENT-FINANCE/TREASURER 40.00 135080 0 0 CHARLES GLENN LEONARD 1523 MIDDLE RIVER DRIVE FORT LAUDERDALE FL 33306 CHAIRMAN/DIRECTOR 1.00 5000 0 0 NORA GILLARY 512 WATERFORD LAKE DRIVE CARY NC 27519 DIRECTOR 1.00 5000 0 0 PAUL C JAMESON JR 2756 NE 35TH DRIVE FORT LAUDERDALE FL 33308 DIRECTOR 1.00 5000 0 0 NONE 0 NONE 0 NONE 0 NONE 0 0 0 97782693 3337439 27611 101147743 0 0 101147743 1517216 99630527 4981526 4981526 117882 117882 4863644 0 4863644 0 4863644 10930002 0 10930002 4863644 0 0 10762456 9246448 11474068 4937516 7549197 43969685 10930002 0 0 0 4863644 6066358 0 0 50036043 0 0 0 0 0 0 10762456 39273587 9246448 11474068 4937516 7549197 6066358 STEPHEN G MEHALLIS PRESIDENT 3696 NORTH FEDERAL HIGHWAY SUITE 300 FORT LAUDERDALE FL 333086263 9544911722 THE FOUNDATION HAS A FORM WHICH THE APPLICANT MUST COMPLETE. THE APPLICATION MUST INCLUDE A BRIEF DESCRIPTON OF THE APPLICANT'S ORGANIZATION, THE EXPERIENCE OF ITS KEY PERSONNEL, THE PURPOSE OF THE PROGRAM OR PROJECT WHICH THE GRANT WILL BE USED FOR, A BUDGET FOR THE PROGRAM AND A COPY OF THE CURRENT IRS DETERMINATION LETTER. THE ORGANIZATION WILL PROVIDE POTENTIAL APPLICANTS WITH INFORMATION REGARDING EVERYTHING REQUIRED FOR THE APPLICATION INCLUDING FORMAT, INFORMATION TO BE INCLUDED IN EACH SECTION OF THE APPLICATION, ETC. THERE ARE NO FORMAL DEADLINES BUT SUBMISSION BY MID-SEPTEMBER IS PREFERRED. THE FOUNDATION WILL NOT SUPPORT ORGANIZATIONS THAT DISCRIMINATE IN THEIR LEADERSHIP AND STAFFING ON THE BASIS OF AGE, GENDER, RACE, ETHNICITY, DISABILITY, NATIONAL ORIGIN, POLITICAL OR RELIGIOUS BELIEF. 4KIDS OF SOUTH FLORIDA INC 2717 WEST CYPRESS CREEK ROAD FORT LAUDERDALE FL 33309 PC MISSION SUPPORT FOR SECURING SAFE/SECURE HOMES FOR FOSTER CHILDREN. 1000 A PLACE IN TIME MINISTRIES INC 5846 SOUTH FLAMINGO ROAD 3070 COOPER CITY FL 33330 PC BASIC NEEDS PROGRAM FOR HOUSEHOLDS STRUGGLING WITH FOOD INSECURITY. 10000 AMERICAN DIABETES ASSOCIATION P O BOX 7023 MERRIFIELD VA 22116 PC YOUTH PROJECT POWER PROGRAM. 25000 AMERICAN HEART ASSOCIATION P O BOX 840692 DALLAS TX 75284 PC SOUTH FLORIDA SOCIAL IMPACT FUND. 250000 BETHESDA FOUNDATION INC 10500 MONTGOMERY ROAD CINCINNATI OH 45242 PC SUPPORT FOR THE MARYJO CROPPER FAMILY CENTER FOR BREAST CARE. 10000 BIG CHILDREN'S FOUNDATION 2020 WEST MCNAB ROAD STE 99B FORT LAUDERDALE FL 33309 PC FUNDING FOR MECHANICAL, ELECTRICAL, PLUMBING INSTALLATION AT EDUCATION CENTER. 100000 BOYS & GIRLS CLUBS OF BROWARD COUNTY 877 NW 61ST STREET FORT LAUDERDALE FL 33309 PC INSTALL. #2 OF 3 FOR THE HARRY T. MANGURIAN, JR. FDTN. TEEN CENTER 500000 BREAKTHROUGH T1D (FKA JDRF) 3369 PINE RIDGE ROAD SUITE 202 NAPLES FL 34109 PC SUPPORT FOR THE JDRF ONEWALK IN WEST PALM BEACH, FL. 1000 BROWARD EDUCATION FOUNDATION 600 SE THIRD AVENUE FORT LAUDERDALE FL 33301 PC SUPPORT FOR THE DEBATE INITIATIVE ENDOWMENT FUND (BROWARD SCHOOL BRD.) 50000 BROWARD PARTNERSHIP FOR THE HOMELESS 920 NW 7TH AVENUE FORT LAUDERDALE FL 33311 PC REDUCING HOMELESSNESS IN THE SOUTH FLORIDA COMMUNITY. 2000 BROWARD PERFORMING ARTS FOUNDATION 201 SW 5TH AVENUE FORT LAUDERDALE FL 33312 PC MISSION SUPPORT TO SUSTAIN/DEVELOP/SECURE A FUTURE FOR THE PERF. ARTS. 10000 CHILDREN'S AID CLUB 3296 N FEDERAL HIGHWAY 11503 FORT LAUDERDALE FL 33339 PC ASSISTANCE TO STRUGGLING FAMILIES WITH CHILDREN IN THE HOME. 10000 CHROMOSOME DISORDER OUTREACH INC PO BOX 724 BOCA RATON FL 33429 PC FUND FAMILY PROGRAMS, INCREASE AWARENESS, PROMOTE RESEARCH. 25000 CLEVELAND CLINIC FLORIDA 2950 CLEVELAND CLINIC BLVD WESTON FL 33331 PC EXPANSION OF CONCIERGE MEDICINE PRACTICE AT WESTON CAMPUS. 1000000 CUMMUNITY FOUNDATION OF BROWARD 910 EAST LAS OLAS BLVD STE 200 FORT LAUDERDALE FL 33301 PC 2024 ANNUAL REPORT SPONSORSHIP. 10000 DELIVER THE DREAM 3223 NW 10TH TERRACE STE 602 FORT LAUDERDALE FL 33309 PC FAMILY RESPITE & RETREAT PROGRAM FOR FAMILIES FACING SERIOUS ILLNESS. 10000 EQUINE-ASSISTED THERAPIES OF SOUTH FLORIDA PO BOX 273542 BOCA RATON FL 33427 PC PROVIDE THERAPEUTIC RIDING TO CHILDREN & ADULTS WITH SPECIAL NEEDS. 5000 EXPONENT PHILANTHROPY PO BOX 65607 WASHINGTON DC 20036 PC MISSION SUPPORT TO ENHANCE THE POWER OF PHILANTHROPY. 1000 FIRST TEE - BROWARD 1111 EAGLE TRACE BOULEVARD CORAL SPRINGS FL 33071 PC SUPPORT THE VETERANS PROGRAM - FREE INSTRUCTION & GOLF FOR VETERANS. 10000 FLORIDA ATLANTIC UNIVERSITY FOUNDATION 777 GLADES ROAD ADM 247 BOCA RATON FL 33431 PC SUPPORT FOR ATHLETICS, MEDICAL AND BUSINESS SCHOOLS, AND C.A.R.D. 318500 FOOD FOR THE POOR 6401 LYONS ROAD COCONUT CREEK FL 33073 PC HURRICANE BERYL DISASTER RELIEF IN JAMAICA/OTHER CARIBBEAN COUNTRIES. 10000 FREE WHEELCHAIR MISSION 15279 ALTON PARKWAY SUITE 300 IRVINE CA 92618 PC PROVIDE MOBILITY TO INDIVIDUALS LIVING WITH PHYSICAL DISABILITIES. 5000 FRIENDLY SENIOR LIVING 3156 EAST AVENUE ROCHESTER NY 14618 PC 2024 ANNUAL APPEAL. 5000 GIFT OF LIFE MARROW REGISTRY 5901 BROKEN SOUND PKWY NW 600 BOCA RATON FL 33487 PC CAMPUS AMBASSADOR PROGRAM TO OBTAIN AND TISSUE TYPE NEW DONORS. 60000 GRANDMA'S PLACE INC 184 SPARROW DRIVE ROYAL PALM BEACH FL 33411 PC EMERGENCY FOSTER SHELTER PROGRAM FOR ABUSED & NEGLECTED CHILDREN. 5000 HEALTHY MOTHERS HEALTHY BABIES BROWARD 3810 INVERRARY BLVD SUITE 305 LAUDERHILL FL 33319 PC MISSION SUPPORT TO REDUCE INFANT DEATHS. 10000 HOLY CROSS HOSPITAL 4725 NORTH FEDERAL HIGHWAY FORT LAUDERDALE FL 33308 PC DOROTHY MANGURIAN WOMEN'S CENTER AND CENTER FOR NURSING EXCELLENCE. 159750 HUMANE SOCIETY OF BROWARD COUNTY 2070 GRIFFIN ROAD FORT LAUDERDALE FL 33312 PC IMPROVING ANIMALS' LIVES THROUGH ADOPTIONS, EDUCATION, COMMUNITY SERVICES. 2500 JACK & JILL CHILDREN'S CENTER 1315 WEST BROWARD BOULEVARD FORT LAUDERDALE FL 33312 PC SUPPORT FOR JACK & JILL'S EARLY EDUCATION PROGRAM. 25000 JESSICA JUNE CHILDREN'S CANCER FOUNDATION 1 LAS OLAS CIRCLE SUITE 209 FORT LAUDERDALE FL 33316 PC EMERGENCY ASSISTANCE FOR FAMILIES WITH CHILDREN FIGHTING CANCER. 1000 JUNIOR ACHIEVEMENT OF SOUTH FLORIDA 1130 COCONUT CREEK BOULEVARD COCONUT CREEK FL 33066 PC INSTALL. #1 OF 2 TO SUPPORT J.A.'S WORKFORCE EDUCATION PROGRAM. 50000 LES TURNER ALS FOUNDATION 5550 WEST TOUHY AVE SUITE 202 SKOKIE IL 60077 PC ALS WALK4LIFE. 5000 LEUKEMIA AND LYMPHOMA SOCIETY 3 INTERNATIONAL DRIVE SUITE 200 RYE BROOK NY 10573 PC LLS CHILDREN'S INITIATIVE AND LIGHT THE NIGHT SOUTH FLORIDA. 1020000 MAYO CLINIC - JACKSONVILLE 4500 SAN PABLO ROAD JACKSONVILLE FL 32224 PC CAPITAL EXPANSION - FLORIDA CAMPUS. 2500000 OUR FATHER'S HOUSE SOUP KITCHEN PO BOX 668571 POMPANO BEACH FL 33066 PC SUPPORT THEIR FOOD/CLOTHING/CARE SERVICES FOR THE NEEDY AND HOMELESS. 10000 PALM BEACH SYMPHONY 400 HIBISCUS STREET SUITE 100 WEST PALM BEACH FL 33401 PC ENGAGING, EDUCATING, ENTERTAINING COMMUNITY THROUGH ORCHESTRAL MUSIC. 5000 PELOTONIA BOX L-3454 COLUMBUS OH 43260 PC CANCER RESEARCH AT THE OHIO STATE UNIVERSITY MEDICAL CENTER. 1000 PHILANTHROPY ROUNDTABLE 1120 20TH ST NW STE 400N WASHINGTON DC 20036 PC SUPPORT FOR THEIR MISSION TO FOSTER EXCELLENCE IN PHILANTHROPY. 1000 SAWGRASS NATURE CENTER AND WILDLIFE HOSPITAL 3000 SPORTSPLEX DRIVE CORAL SPRINGS FL 33065 PC MISSION SUPPORT FOR WILDLIFE CENTER AND HOSPITAL. 10000 SCHOLARSHIP OPPORTUNITIES FOR SUCCESS PO BOX 340622 COLUMBUS OH 43234 PC SUPPORT FOR SCHOLARSHIPS FOR LOW-INCOME WOMEN, MOSTLY SINGLE MOTHERS. 5000 SHOWERING LOVE INC 4157 SW 54TH AVENUE DAVIE FL 33314 PC TO RESTORE DIGNITY/HOPE/HEALTH TO S. FLORIDA'S HOMELESS RESIDENTS. 10000 SPEAK UP FOR KIDS PALM BEACH COUNTY PO BOX 1896 WEST PALM BEACH FL 33402 PC PROGRAMS TO IMPROVE THE LIVES OF CHILDREN IN FOSTER CARE. 25000 SPECIAL OLYMPICS FLORIDA - BROWARD COUNTY 3300 SOUTH UNIVERSITY DRIVE FORT LAUDERDALE FL 33328 PC SALLARULO'S RACE FOR CHAMPIONS SPONSORSHIP. 10000 SWEET DREAM MAKERS INC 55 NORTH FIFTH AVENUE STE 400 BOCA RATON FL 33432 PC TO SUPPORT A BED OF MY OWN PROGRAM IN BROWARD/PALM BEACH COUNTIES. 10000 THE OHIO STATE UNIVERSITY FOUNDATION PO BOX 710811 COLUMBUS OH 43271 PC CANCER DRUG RESEARCH, OTHER MEDICAL RESEARCH AND MBA PROGRAM FUND. 1350000 TOMORROW'S RAINBOW INC 4341 NW 39TH AVENUE COCONUT CREEK FL 33073 PC PROGRAMS FOR CHILDREN/FAMILIES EXPERIENCING GRIEF, LOSS AND TRAUMA. 5000 UNIVERSITY OF FLORIDA FOUNDATION PO BOX 14425 GAINESVILLE FL 32604 PC DOROTHY MANGURIAN LBD RESEARCH HEADQTRS & MRI AND ADV. IMAGING SUITE. 1500000 UNIVERSITY OF ROCHESTER PO BOX 278703 ROCHESTER NY 14627 PC AUTISM RESEARCH. 100000 VITAS COMMUNITY CONNECTION 255 EAST FIFTH STREET STE 1200 CINCINNATI OH 45202 PC SUPPORT FOR VITAS HOSPICE PATIENTS AND FAMILIES IN NEED. 500 WEST VIRGINIA UNIVERSITY FOUNDATION ONE WATERFORD PLACE 7TH FLOOR MORGANTOWN VA 26501 PC DIGITAL DETECTION OF DEMENTIA AND FOCUSED ULTRASOUND FOR ALZHEIMER'S. 1000000 WHEELCHAIR FOUNDATION 3820 BLACKHAWK ROAD DANVILLE CA 94506 PC MISSION SUPPORT AND SHIPMENT OF WHEELCHAIRS TO DOMINICAN REPUBLIC. 30000 ZONTA CLUB OF GREATER DEERFIELD BEACH PO BOX 315 DEERFIELD BEACH FL 33443 PC IMPROVE ECONOMIC, EDUCATIONAL, HEALTH, PROFESSIONAL STATUS OF WOMEN. 1000 10280250 AMERICAN HEART ASSOCIATION PO BOX 840692 DALLAS TX 75284 PC SOUTH FLORIDA SOCIAL IMPACT FUND 500000 BOYS & GIRLS CLUBS OF BROWARD COUNTY 877 NW 61ST STREET FORT LAUDERDALE FL 33309 PC THE HARRY T. MANGURIAN, JR. TEEN CENTER. 500000 BROWARD EDUCATION FOUNDATION 600 SE THIRD AVENUE FORT LAUDERDALE FL 33301 PC DEBATE INITIATIVE ENDOWMENT FUND OF THE SCHOOL BOARD OF BROWARD COUNTY, FL 100000 BROWARD HEALTH FOUNDATION 1700 NW 49TH STREEET 125 FORT LAUDERDALE FL 33309 PC CARDIAC ELECTROPHYSIOLOGY AND CATHETERIZATION LABS 2000000 FLITE CENTER INC 5201 NW 33RD AVENUE FORT LAUDERDALE FL 33309 PC SERVICES COORDINATION FOR YOUTH SERVICES 150000 FLORIDA ATLANTIC UNIVERSITY FOUNDATION 777 GLADES ROAD BOCA RATON FL 33431 PC COLLEGE OF EDUCATION - CENTER FOR AUTISM & RELATED DISABILITIES (C.A.R.D.).THE HARRY T. MANGURIAN, JR. FUND FOR FREE ENTERPRISE 400000 JUNIOR ACHIEVEMENT OF SOUTH FLORIDA 1130 COCONUT CREEK BOULEVARD COCONUT CREEK FL 33066 PC WORKFORCE EDUCATION PROGRAMS 50000 LEUKEMIA & LYMPHOMA SOCIETY 3 INTERNATIONAL DRIVE SUITE 200 RYE BROOK NY 10573 PC THE CHILDREN'S INITIATIVE. 2000000 THE OHIO STATE UNIVERSITY FOUNDATION P O BOX 710811 COLUMBUS OH 43271 PC WEXNER MEDICAL CENTER INPATIENT TOWER BUILDING PROJECTTHE HARRY T. MANGURIAN, JR. FOUNDATION ERIK INNOVATION FUNDTHE FISHER LEADERSHIP INITIATIVEOUTPATIENT CARE - WEXNER MEDICAL CENTERTHE HARRY T. MANGURIAN, JR. FOUNDATION HEALTH AND WELLNESS FUND. 5000000 UNIVERSITY OF FLORIDA FOUNDATION P O BOX 14425 GAINESVILLE FL 32604 PC MRI AND ADVANCED IMAGING SUITE 1000000 UNIVERSITY OF ROCHESTER PO BOX 278703 ROCHESTER NY 14627 PC AUTISM RESEARCH 300000 WEST VIRGINIA UNIVERSITY FOUNDATION ONE WATERFORD PLACE 7TH FLOOR MORGANTOWN WV 26501 PC NEUROSCIENCE RESEARCH (ROCKEFELLER NEUROSCIENCE INSTITUTE) 1000000 13000000 14 225256 14 2255734 01 13236 18 6235233 FEDERAL EXCISE TAX - 2023 REFUND 01 42697 0 8772156 0 8772156 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 6300 0 6300 NONE 0 GOLDMAN SACHS GOV/CORP ACCOUNT - CORPORATE BONDS 21348430 20789080 GOLDMAN SACHS ADV ALL ACCOUNT - CORPORATE BONDS 4143672 4296358 GOLDMAN SACHS ACCOUNT - CORPORATE BONDS 0 2446279 GOLDMAN SACHS DELAWARE ACCOUNT - CORPORATE STOCKS 1615240 1916864 GOLDMAN SACHS INVESCO ACCOUNT - CORPORATE STOCKS 4106460 5277667 GOLDMAN SACHS ENH DIV ACCOUNT - CORPORATE STOCKS 23502173 30593007 GOLDMAN SACHS ADV ALL ACCOUNT - CORPORATE STOCK 0 8841724 5269921 5212397 0 0 GOLDMAN SACHS ADV ALL ACCOUNT - INVESTMENT FUNDS AT COST 4557769 4454367 GOLDMAN SACHS SPECIAL INVESTMENT ACCOUNT - PARTNERSHIPS AT COST 1058892 11377853 LEGAL FEES 2601 0 2601 DUES, SUBSCRIPTIONS & MEMBERSHIPS 32892 0 32892 NEW YORK FILING FEE 1500 0 1500 OFFICE SUPPLIES, POSTAGE 4647 0 4647 POSTAGE 771 0 771 COMPUTER PROCESSING 4369 0 4369 PROPERY/LIABILITY INSURANCE 5583 0 5583 WORKER'S COMP. INSURANCE 888 0 888 MEALS & ENTERTAINMENT 4894 0 4894 GROUP HEALTH INSURANCE EXPENSE 51255 0 51255 CLASS ACTION SETTLEMENT 13236 13236 13236 SCH K-1: WEST STREET ENERGY PARTNERS, L.P. 4396 SCH K-1: WEST STREET CAPITAL PARTNERSHIP VII PARALLEL, L.P. 17962 SCH K-1: WEST STREET CAP PARTNERS VII PARALLEL "B", L.P. 17781 SCH K-1: BROAD ST REAL ESTATE CREDIT PARTNERS III OFFSHORE, L.P. 3339 SCH. K-1: VINTAGE IX A OFFSHORE, SCSP 696 FEDERAL EXCISE TAX - 2023 REFUND 42697 42697 GOLDMAN SACHS STOCK ACCOUNT - CORPORATE CREDIT INVESTMENT 600000 1481449 INVESTMENT MANAGEMENT FEES 368137 368137 0 PARTNERSHIP INVESTMENT FEES 0 154512 0 FEDERAL EXCISE TAX - 2024 105000 0 0 FOREIGN TAXES WITHHELD 16191 16191 0 FEDERAL EXCISE TAX - 2023 25000 0 0 PAYROLL TAXES 32519 0 32519