2026-04-20T15:17:43-07:00 2025-12-31 474705824 James Surman & Goldberg CPA 6751 N Federal Hwy Ste 100 Boca Raton FL 33487 990PF 2025-01-01 316655334 GULFSTREAM PHILANTHROPIC FOUNDATION GULF 9546302044 2601 NE 40TH STREET FT LAUDERDALE FL 33308 DOUGLAS J GRUBE Trustee 2026-03-08 true JUSTIN R GOLDBERG P01367045 5613380028 2025 2025-03-06 01:10:19Z X 562532 X X 16470 16470 33531 110263 33531 50001 50001 27500 13750 13750 1650 825 825 2811 2811 509 509 32470 17895 14575 30000 30000 62470 17895 44575 -12469 32106 29225 33508 33508 386432 369680 529024 415657 403188 562532 0 X 415657 403188 415657 403188 415657 403188 415657 -12469 403188 403188 752 FIDELITY ADVISOR INTL SMALL CAP I P 2018-11-19 2025-01-30 23677 20020 3657 3657 900 VANGUARD FTSE EMERGING MARKETS ETF P 2024-02-14 2025-04-28 40422 36540 3882 3882 588 AMG YACKTMAN I P 2011-06-15 2025-10-28 15000 10195 4805 4805 100 ISHARES IBOXX HIGH YIELD BOND ETF P 2009-03-13 2025-10-28 8119 6669 1450 1450 100 ISHARES S&P SMALL CAP 600 ETF P 2010-11-19 2025-10-28 11249 3308 7941 7941 Capital Gain Dividends 11796 33531 446 446 446 446 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 515039 28691 0 543730 0 543730 8156 535574 26779 26779 446 446 26333 26333 26333 44575 44575 26333 14612 581 11833 15102 14547 56675 44575 0 26333 18242 74917 0 14612 60305 581 11833 15102 14547 18242 X THE PRIDE CENTER 2040 N DIXIE HIGHWAY WILTON MANORS FL 33305 N/A PC UNRESTRICTED LGBT COMMUNITY OUTREACH RELATED GRANT 10000 HUMANE SOCIETY OF BROWARD COUNTY 2070 GRIFFIN ROAD FT LAUDERDALE FL 33312 N/A PC UNRESTRICTED ANIMAL CARE RELATED GRANT 2500 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 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 PILOTS TO THE RESCUE EMERGENCY ANIM PO BOX 220040 BROOKLYN NY 11222 N/A PC UNRESTRICTED GRANT IN SUPPORT OF SAVING HOMELESS PETS FROM EUTHANASIA AND TRANSPORTING THEM TO LARGER SHELTERS. 2500 30000 14 16470 18 33531 50001 50001 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 43596 125 ISHARES IBOXX $ HIGH YIELD CORP AT COST 8335 10079 150 ISHARES S&P SMCAP GROWTH INDEX FD AT COST 5079 17058 150 ISHARES S&P SMCAP 600 VALUE INDEX FD AT COST 4963 21174 1944.5560 AMG YACKTMAN FUND AT COST 33688 44083 752.162 FIDELITY ADV INTL SMALL CAP FD C AT COST 3069.6 FIDELITY TOTAL BOND FUND AT COST 33597 29683 3,547.128 APPLIED FINANCE SELECT AT COST 40944 83251 2,433.09 TCW EMERGING MARKETS INC AT COST 19941 16910 900 ISHARE CORE MSCI EAFE ETF AT COST 57366 80514 3,384 AMERICAN FUNDS BOND FUND OF AMER AT COST 40024 38748 3,552.4 THORNBURG STRATEGIC INCOME I AT COST 40024 41208 415.973 JPMORGAN LARGE CAP GROWTH AT COST 20020 34027 900 VANGUARD FTSE EMERGING AT COST 650 ISHARES CORE MSCI EMERGING ETF AT COST 34980 43693 25000 SCHWAB PRIME ADVANTAGE M AT COST 25000 25000 NEUMANN CAPITAL - INVSTMNT ADV FEES 2811 2811 0 0 EXCISE TAX 228 228 FOREIGN TAXES 281 281