2025-11-07T10:06:32-06:00 2024-12-31 131578842 WEAVER AND TIDWELL LLP ONE PENNSYLVANIA PLAZA STE 2800 NEW YORK NY 10119 990PF 2024-01-01 650350361 THE STUART S AND BYRDIE GOULD FDTN C/O JAY GOULD STUA 9176530516 7485 VICTORY LANE DELRAY BEACH FL 33446 JAY GOULD TRUSTEE 9176530516 2025-11-01 1 0 HERSHEL STERN P01246034 2126955003 2024 2025-03-06 01:10:19Z X 6566034 X X 176023 176023 4515 4515 4515 229385 476378 229385 6729 6729 416652 416652 0 0 0 11025 0 11025 16152 16152 0 493 493 0 39155 35004 4151 66825 51649 15176 687538 687538 754363 51649 702714 -337711 365003 45819 79785 79785 858485 888891 888891 15957 14547 14547 6153004 5582811 5582811 7073265 6566034 6566034 0 0 X 0 0 0 0 7073265 6566034 7073265 6566034 7073265 6566034 7073265 -337711 0 6735554 169520 6566034 SCHWAB ST GAIN P 43028 45047 -2019 -2019 SCHWAB LT GAIN P 433350 337847 95503 95503 GOULD K-1 - ST P 3638 3638 GOULD K-1 - LT P 39418 39418 GOULD K-1 - 1231 P 23065 23065 GOULD K-1 - 1202 P 49630 49630 ALTFEST K-1 - ST P -31 -31 ALTFEST K-1 - LT P -3331 -3331 ALTFEST K-1 - 1231 P -17162 -17162 SCHWAB GAIN - CG DIST P 31851 31851 VORNADO K-1 - ST P -8 -8 VORNADO K-1 - LT P -854 -854 OLP CAP GAIN DISTRIBUTION P 9685 9685 229385 5074 0 5074 0 5074 7213 0 7000 0 14213 0 9139 9139 0 0 0 0 0 0 0 0 0 0 0 0 1 FL NY 1 0 0 0 0 1 N/A JAY GOULD 9176530516 7485 VICTORY LANE DELRAY BEACH FL 33446 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 N JAY GOULD 7485 VICTORY LANE DELRAY BEACH FL 33446 TRUSTEE 5.00 0 0 0 SUSAN GOULD KERR 1117 WEST TUCKEY LANE PHOENIX AZ 85013 TRUSTEE 0.00 0 0 0 HAROLD GOULD 12080 NW 67TH CT PARKLAND FL 33076 TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 NONE 0 NONE 0 0 6666991 68233 0 6735224 0 0 6735224 101028 6634196 331710 331710 5074 5074 326636 0 326636 0 326636 702714 0 702714 326636 0 0 122467 246902 226980 271351 372779 1240479 702714 0 0 0 326636 376078 0 0 1616557 0 0 0 0 0 0 122467 1494090 246902 226980 271351 372779 376078 X ADL 605 3RD AVE NEW YORK NY 10158 NONE EXEMPT TO FURTHER THE ORGANIZATIONS CHARITABLE OBJECTIVES 10000 AJC PALM BEACH PO BOX 7247 PHILADELPHIA PA 19170 NONE EXEMPT TO FURTHER THE ORGANIZATIONS CHARITABLE OBJECTIVES 15000 ALEXANDRIA MENTAL HEALTH CTR 4850 MARK CENTER DR ALEXANDRIA NC 22311 NONE EXEMPT TO FURTHER THE ORGANIZATIONS CHARITABLE OBJECTIVES 5000 AMERICAN ISRAELI EDUCATION FOUNDATION 251 H ST NW WASHINGTON DC 20001 NONE EXEMPT TO FURTHER THE ORGANIZATIONS CHARITABLE OBJECTIVES 60000 BE AN ELF 8117 W MANCHESTER AV PLAYA DEL REY CA 90293 NONE EXEMPT TO FURTHER THE ORGANIZATIONS CHARITABLE OBJECTIVES 6000 BIRTHRIGHT ISRAEL FOUNDATION PO BOX 5892 HICKSVILLE NY 11802 NONE EXEMPT TO FURTHER THE ORGANIZATIONS CHARITABLE OBJECTIVES 17000 CAMERA PO BOX 35040 BOSTON MA 02135 NONE EXEMPT TO FURTHER THE ORGANIZATIONS CHARITABLE OBJECTIVES 28500 CAROLINA HILLEL - UNIVERSITY OF NORTH CAROLINA 210 W CAMERON AVE CHAPEL HILL NC 27516 NONE EXEMPT TO FURTHER THE ORGANIZATIONS CHARITABLE OBJECTIVES 17000 CHABAD OF DURHAM 501 N ESTES DRIVE CHAPEL HILL NC 27514 NONE EXEMPT TO FURTHER THE ORGANIZATIONS CHARITABLE OBJECTIVES 28000 FOUNDATION FOR A SMOKEFREE AMERICA 20 WEST 20TH ST NEW YORK NY 10011 NONE EXEMPT TO FURTHER THE ORGANIZATIONS CHARITABLE OBJECTIVES 6000 FRIENDS OF IDF 1430 BROADWAY NEW YORK NY 10118 NONE EXEMPT TO FURTHER THE ORGANIZATIONS CHARITABLE OBJECTIVES 25000 FRIENDS OF MAGAN DAVID ADOM 352 SEVENTH AVENUE SUITE 400 NEW YORK NY 10001 NONE EXEMPT TO FURTHER THE ORGANIZATIONS CHARITABLE OBJECTIVES 20000 GROUND UP PRODUCTIONS 72 BARROW STREET SUITE 2N NEW YORK NY 10014 NONE EXEMPT TO FURTHER THE ORGANIZATIONS CHARITABLE OBJECTIVES 10000 ISRAEL TENNIS CENTER FOUNDATION 57 W 38TH ST STE 605 NEW YORK NY 10018 NONE EXEMPT TO FURTHER THE ORGANIZATIONS CHARITABLE OBJECTIVES 10000 JEWISH FDERATION OF SOUTH PALM BEACH 9901 DONNA KLEIN BLVD BOCA RATON FL 33428 NONE EXEMPT TO FURTHER THE ORGANIZATIONS CHARITABLE OBJECTIVES 13000 JEWISH NATIONAL FUND 42 EAST 69TH STREET NEW YORK NY 10021 NONE EXEMPT TO FURTHER THE ORGANIZATIONS CHARITABLE OBJECTIVES 12000 LANDMARK SCHOOL 429 HALE STREET PRIDES CROSSING MA 01965 NONE EXEMPT TO FURTHER THE ORGANIZATIONS CHARITABLE OBJECTIVES 30000 RAMS CLUB (UNC) 450 SKIPPER BOWLES DR CHAPEL HILL NC 27599 NONE EXEMPT TO FURTHER THE ORGANIZATIONS CHARITABLE OBJECTIVES 26000 SCHWARTZMAN ANIMAL MEDICAL CENTER 510 E 62ND ST NEW YORK NY 10065 NONE EXEMPT TO FURTHER THE ORGANIZATIONS CHARITABLE OBJECTIVES 4000 STAND WITH US PO BOX 341069 LOS ANGELES CA 90034 NONE EXEMPT TO FURTHER THE ORGANIZATIONS CHARITABLE OBJECTIVES 5000 UJA - LONG ISLAND 6900 JERICHO TURNPIKE SUITE 302 SYOSSET NY 11791 NONE EXEMPT TO FURTHER THE ORGANIZATIONS CHARITABLE OBJECTIVES 300000 UJA FEDERATION 130 EAST 59TH STREET NEW YORK NY 10022 NONE EXEMPT TO FURTHER THE ORGANIZATIONS CHARITABLE OBJECTIVES 30038 UNIVERSITY OF NORTH CAPOLINA ARTS & SCIENCES - CENTER FOR JEWISH STUDIES 205 SOUTH BUILDING CHAPEL HILL NC 27599 NONE EXEMPT TO FURTHER THE ORGANIZATIONS CHARITABLE OBJECTIVES 10000 687538 0 14 176023 525990 4515 6729 18 229385 4515 405408 6729 416652 5 N/A 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEE 11025 0 11025 BANC OF AMERICA FDG 7% - $17,039 14547 14547 BRT REALTY TRUST - 23,469 SHS 410942 410942 ONE LIBERTY PROPERTIES - 14,474 SHS 380666 380666 TRAVELERS COMPANIES - 141 SHARES 33965 33965 URBAN EDGE PPTYS - 2,945 SHS 63318 63318 ALTFEST ALTERNATIVE VALUE FMV 490891 490891 YACKTMAN FOCUSED FUND - 3,561 SHS FMV 65520 65520 ANGEL OAK MULTI STRATEGY- 14,261 SHS FMV 122501 122501 DEER PARK TOTAL RETURN - 13,803 SHS FMV 111250 111250 DOUBLELINE TOTAL RETURN - 4,027 SHS FMV 34911 34911 FIDELITY ADV HEALTH CARE - 959 SHS FMV 60217 60217 GOLDMAN SACHS GQG - 5,803 SHS FMV 113512 113512 GOULD INVESTORS LP - 8,985 SHS FMV 3594000 3594000 ISHARES 0-5 YEAR TIPS - 586 SHS FMV 58984 58984 LOOMIS SAYLES BOND CL I - 3,147 SHS FMV 36975 36975 LSV VALUE EQUITY FUND - 1,853 SHS FMV 48555 48555 MOERUS WORLDWIDE VALUE - 403 SHS FMV 6567 6567 OAKMARK INTL FUND CLASS I - 654 SHS FMV 16313 16313 OAKMARK SELECT FUND - 514 SHS FMV 41177 41177 PIMCO INCOME INSTL CL - 11,924 SHS FMV 125437 125437 PIMCO REAL RETURN FUND - 7,754 SHS FMV 77303 77303 T ROWE PRICE MID CAP - 858 SHS FMV 85865 85865 VORNADO - 2,456 SHS FMV 161829 161829 ALL SPRING SPECIAL SM - 489 SHS FMV 19697 19697 JPMORGAN HEDGED EQTY FD - 4,353 SHS FMV 144177 144177 FIRST TRUST NORTH AMERICAN ENERG - 557 SHS FMV 19857 19857 INNOVATOR GROW 100 POWER - 1,059 SHS FMV 66484 66484 VANGUARD COMMUNICATION SERVICES - 142 SHS FMV 22004 22004 PGIM JENNISON HEALTH SCI ENCES - 396 SHS FMV 17219 17219 T. ROWE PRICE ALL-CAP OPPORTUNITIES - 566 SHS FMV 41566 41566 UNREALIZED LOSS - MKT SEC 73432 FEDERAL INCOME TAX EXPENSE 5000 BOOK/TAX DIFFERENCE ON SALE OF SECURITIES 91088 FILING FEE 250 0 250 OFFICE EXPENSE 3901 0 3901 RENTAL EXPENSES GOULD INVESTORS 11-2763164 35004 35004 0 K-1 ALTFEST -7692 -7692 -7692 OTHER INCOME 16190 16190 16190 K-1 VORNADO REALTY -1769 -1769 -1769 ADVISOR FEES 16152 16152 0 FOREIGN TAX - 1099 SCHWAB 257 257 0 K-1 ALTFEST FOREIGN TAX 236 236 0