2025-03-30T12:57:29-07:00 2024-12-31 474705824 James Surman & Goldberg CPA 6751 N Federal Hwy Ste 100 Boca Raton FL 33487 990PF 2024-01-01 316655334 GULFSTREAM PHILANTHROPIC FOUNDATION GULF 9546302044 2601 NE 40TH STREET FT LAUDERDALE FL 33308 DOUGLAS J GRUBE Trustee 2025-03-16 true true JUSTIN R GOLDBERG P01367045 5613380028 2024 2025-03-06 01:10:19Z X 550028 X X 16151 16151 18143 71990 18143 34294 34294 27500 13750 13750 1650 825 825 2958 2958 354 354 32462 17887 14575 30000 30000 62462 17887 44575 -28168 16407 40024 29225 29225 403801 386432 520803 443825 415657 550028 0 X 443825 415657 443825 415657 443825 415657 443825 -28168 415657 415657 650 ISHARES CORE MSCI EMERGING ETF P 2021-03-03 2024-02-14 32433 42549 -10116 -10116 100 ISHARES CORE MSCI EAFE ETF P 2022-12-13 2024-02-14 6971 6374 597 597 150 ISHARES S&P MID CAP 400 GRWTH ETF P 2008-11-12 2024-02-14 12351 1906 10445 10445 150 VANGUARD REAL ESTATE ETF P 2008-11-12 2024-08-21 13794 3018 10776 10776 Capital Gain Dividends 6441 18143 228 228 228 228 0 false false false false false false false true true FL true false false false false true N/A DOUGLAS GRUBE 9546302044 2601 NE 40TH STREET FT LAUDERDALE FL 33308 false false false false false false false false false false false false false false false false false false false false false false DOUGLAS J GRUBE 2601 NE 40TH STREET FT LAUDERDALE FL 33308 Trustee 2.00 15000 ROBERT K GRUBE 25 OMAHA DRIVE CRANFORD NJ 07016 Trustee 2.00 7500 BRIAN HARMAN 1840 NW 33RD CT FORT LAUDERDALE FL 33309 Trustee 2.00 2500 BARBARA HARMAN 5550 NE 20TH TER APT 1 FT LAUDERDALE FL 33308 Trustee 2.00 2500 NONE NONE 580635 33704 0 614339 0 614339 9215 605124 30256 30256 228 228 30028 30028 30028 44575 44575 30028 13018 14612 581 11833 15102 55146 44575 0 30028 14547 69693 0 13018 56675 14612 581 11833 15102 14547 X HUMANE SOCIETY OF BROWARD COUNTY 2070 GRIFFIN ROAD FT LAUDERDALE FL 33312 N/A PC UNRESTRICTED ANIMAL CARE RELATED GRANT 5000 GAY MEN'S CHORUS OF SOUTH FLORIDA PO BOX 39617 FT LAUDERDALE FL 33339 N/A PC UNRESTRICTED OPERATING GRANT TO SUPPORT CHORALE PERFORMANCES PRESENTING A POSITIVE IMAGE OF THE GAY COMMUNITY. 5000 AIDS HEALTHCARE FOUNDATION 6255 SUNSET BLVD 21ST FL LOS ANGELES CA 90028 N/A PC UNRESTRICTED OPERATING GRANT TO SUPPORT RELIEF EFFORTS TO END HIV AND AIDS 10000 ST JUDE'S RESEARCH HOSPITAL 3750 NW 87TH AVE SUITE 100 DORAL FL 33178 N/A PC UNRESTRICTED OPERATING GRANT TO PROVIDE FUNDING FOR CHILDREN OF ST. JUDE'S RESEARCH HOSITAL. 5000 YES INSTITUTE 5275 SUNSET DR MIAMI FL 33143 N/A PC UNRESTRICTED OPERATING GRANT TO HELP PREVENT YOUTH SUICIDE AND ENSURE HEALTHY DEVELOPMENT. 5000 30000 14 16151 18 18143 34294 34294 false false false false false false false false false false JAMES, SURMAN & GOLDBERG, CPA 1650 825 0 825 450 ISHARES S&P MIDCAP 400 GRWTH INDEX AT COST 5719 40919 150 VANGUARD REIT FD AT COST 225 ISHARES IBOXX $ HIGH YIELD CORP AT COST 15004 17696 150 ISHARES S&P SMCAP GROWTH INDEX FD AT COST 5079 20306 250 ISHARES S&P SMCAP VALUE INDEX FD AT COST 8271 27153 2,533.022 AMG YACKTMAN FUND AT COST 43883 56664 752.162 FIDELITY ADV INTL SMALL CAP FD C AT COST 20020 23174 3069.6 FIDELITY TOTAL BOND FUND AT COST 33597 28854 3,547.128 APPLIED FINANCE SELECT AT COST 40944 76263 650 ISHARES CORE MSCI EMERGING ETF AT COST 2,433.09 TCW EMERGING MARKETS INC AT COST 19941 15742 900 ISHARE CORE MSCI EAFE ETF AT COST 57366 63252 3,384 AMERICAN FUNDS BOND FUND OF AMER AT COST 40024 37699 3,552.4 THORNBURG STRATEGIC INCOME I AT COST 40024 40284 415.973 JPMORGAN LARGE CAP GROWTH AT COST 20020 33161 900 VANGUARD FTSE EMERGING AT COST 36540 39636 NEUMANN CAPITAL - INVSTMNT ADV FEES 2958 2958 0 0 FOREIGN TAXES 354 354