2026-03-07T08:05:05-08:00 2025-12-31 650117299 The Simon Crair Group CPA's 8925 SW 148th St Suite 212 Miami FL 33176 990PF 2025-01-01 473146513 Sidney Sacks Charitable Trust SIDN 9549662112 4000 Hollywood Blvd Hollywood FL 33021 Robert Kramer Trustee 9549662112 2026-03-01 true David F Simon P01220616 3052342797 2026-03-07 2025 2025-03-06 01:10:19Z X 1846853 X 508103 25186 97844 301086 97844 0 0 631133 97844 65263 32632 32631 0 3200 1600 1600 13607 13607 686 686 0 0 82756 48525 34231 26350 26350 109106 48525 60581 522027 49319 33502 18689 18689 5734 67837 67837 0 0 440192 915192 1760327 0 0 0 0 0 0 479428 1001718 1846853 0 0 0 0 0 X 479428 1001718 479428 1001718 479428 1001718 479428 522027 263 1001718 1001718 77 SHS FISERV INC P 2023-06-15 2025-10-29 5484 0 6863 -1379 0 0 0 -1379 1210 SHS INV BUL/2026 CORP D 2024-06-20 2025-11-24 23645 0 23268 377 0 0 0 377 4296 SHS INV BUL/2025 CORP D 2024-01-25 2025-11-24 88798 0 87848 950 0 0 0 950 1724 SHS ISHS IBD DEC 25 CORP P 2023-06-15 2025-12-08 43290 0 44488 -1198 0 0 0 -1198 35 SHS ELI LILLY & CO P 2023-06-15 2025-02-21 31198 0 2562 28636 0 0 0 28636 95 SHS ELI LILLY & CO P 2023-06-15 2025-03-19 79449 0 3699 75750 0 0 0 75750 814 SHS PACER SMCP CSH COWS ETF P 2023-09-14 2025-05-01 29222 0 34514 -5292 0 0 0 -5292 97844 686 0 686 0 686 763 763 -763 77 77 false false false false false false false true true FL true false false false false true N/A David Simon CPA 3052342797 8925 SW 148th Street 212 Miami FL 33176 false false false false true false false false false false false false false false false false false false false false false false Robert M Kramer 4000 Hollywood Blvd Ste 485-S Hollywood FL 33021 Trustee 3.00 65263 0 0 NONE 0 NONE 0 Boys & Girls Club of Miami 7500 Jewish Federation of Broward 2700 Alpha Epsilon Pi Foundation 6000 David Posnack Jewish Community Center 7000 1415349 58774 0 1474123 0 1474123 22112 1452011 72601 72601 686 686 71915 71915 71915 60581 60581 71915 19479 6694 14815 8210 958 50156 60581 0 60581 0 50156 0 0 0 11334 19479 30677 6694 14815 8210 958 0 X Jewish Federation of Broward Broward Fort Lauderdale FL 33312 PC Benefit of JewishSocial Service and Education 2700 Friendship Circle of Gtr Ft Lauderdale 1302 E Las Olas Blvd Ft Lauderdale FL 33301 PC Public Awareness 950 Friends of TY Park Inc 4600 Sheridan Street Suite 300 Hollywood FL 33021 PC Community ProgramsPublic Awareness 1200 Alpha Epsilon Pi Foundation 8910 Purdue Street Indianaplois IN 46268 PC Benefits of JewishSocial Servicesand Education 6000 Boys & Girls Club of Miami 2805 SW 32 Avenue Miami FL 33133 PC Community ProgramsPublic Awareness 7500 Greater Miami Jewish Federation 18900 NE 25th Avenue Miami FL 33180 PC Benefit of JewishSocial Servicesand Education 1000 David Posnack Jewish Community Center 5850 S Pine Island Road Davie FL 33328 PC Benefit of JewishSocial Servicesand Education 7000 26350 0 25186 25186 25186 4 Distributable investment income false false false false false false false false false false X X 1 SACKS CHARITABLE REMAINDER DTD02182009 4000 HOLLYWOOD BLVD SUITE 485S HOLLYWOOD FL 33021 508103 X LPL LLY ELI Lilly 8456 263297 LPL SO Southern Company 21432 38717 LPL FHLC Fidelity MSCI 28259 55561 LPL FUTY Fidelity MSCI 50090 69080 LPL USMV Ishare MSCI 47849 70902 LPL IGV Ishares Expanded 44272 87194 LPL IBDQ Ishares Ibonds 0 0 LPL IVW Ishares s&p 33151 133491 LPL IVE Ishares S&P 64152 153751 LPL ITA Ishares US 62116 184633 LPL CALF Pacer US 0 0 LPL VSS Vanguard FTSE 26221 35259 LPL HEDJ Wisdomtree 54442 105696 LPL ABBV Abbvie 11457 17365 LPL AFL AFLAC 6372 13453 LPL APD Air Products & Chemicals 6809 8152 LPL AON Aon plc 4612 8822 LPL BAC Bank of America 11130 16445 LPL DUK Duke energy Corp 13478 15355 LPL ECL Ecolab Inc. 7805 12076 LPL IBM Intl Business Machines 10292 14514 LPL JPM JPMorgan Chase 9624 24167 LPL LIN Linde Plc 5078 11086 LPL MCD McDonalds Corp 6572 9780 LPL PFE Pfizer 16586 11305 LPL PG Procter & Gamble 12086 11608 LPL V Visa Inc 6482 13327 LPL DIS Walt Disney Co 11360 11149 LPL WEC Wec Energy Group 10376 12233 LPL PAVE Glbl X US InfraStruc Dev 10121 18351 LPL BSCU Invesco BULL 2030 57267 57308 LPL BSCS Invesco Bull 2028 57200 57309 LPL BSCQ Invesco Bull 2026 56583 57198 LPL SMIN ISHS MSCI India Small Cap 10875 10626 LPL HEZU ISHS Currency Hedged MSCI 9178 12165 LPL GOVZ ISHS 25+ year Treasury Strips 19673 18722 LPL VHPXX JPMorgan 100% US Treasury Sec MMKT 46222 46223 LPL SPSM State Street SPDR 40986 48922 LPL XLF State Street Fincl. 16528 25085 1099-B not on pg 1, Col a, Part I 263 1099-DIV 7 Foreign Tax 686 686