2024-05-13T14:31:51-05:00 2023-12-31 263635984 FRANK HIRSCH SUBELSKY & FREEDMAN PC 30600 NORTHWESTERN HWY 305 FARMINGTON HILLS MI 483343172 990PF 2023-01-01 382710389 HAROLD AND PENNY B BLUMENSTEIN FOUNDATION CORPORATION HARO 2486469600 32400 TELEGRAPH RD 202 BINGHAM FARMS MI 48025 HAROLD BLUMENSTEIN PRESIDENT 2486469600 2024-05-13 1 HAROLD BLUMENSTEIN 999009999 0 DENNIS N FRANK P00402607 2488556616 2024-05-06 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 11470427 X 1293815 261430 261430 261430 784494 1555245 1045924 261430 0 0 0 0 3802 0 0 3802 52054 52054 0 0 788 788 0 0 1398 1398 0 0 58042 54240 0 3802 2194007 2194007 2252049 54240 0 2197809 -696804 991684 261430 33087 91508 91508 414024 1695518 1695518 6340232 6221320 9683401 6787343 8008346 11470427 1131674 0 1131674 X 6787343 6876672 6787343 6876672 6787343 8008346 6787343 -696804 786133 6876672 0 6876672 MORGAN STANLEY #030345 - PER DETAIL 3623167 3607631 15536 15536 SKY ALPHA #4350 - PER DETAIL 819067 124707 694360 694360 CHARLES SCHWAB #2018 - PER DETAIL 161086 12399 148687 148687 SKY ALPHA #4348 - PER DETAIL 59348 53089 6259 6259 SKY ALPHA #4348 - PER DETAIL 266696 229232 37464 37464 CHARLES SCHWAB #9854 - PER DETAIL 2450 -2450 -2450 CHARLES SCHWAB #9854 - PER DETAIL 98906 97146 1760 1760 SKY ALPHA #4344 - PER DETAIL 3892 3870 22 22 SKY ALPHA #4344 - PER DETAIL 63828 65443 -1615 -1615 CHARLES SCHWAB #3959 - PER DETAIL 2000 2171 -171 -171 CHARLES SCHWAB #3959 - PER DETAIL 31696 27407 4289 4289 SKY ALPHA #4346 - PER DETAIL 89 89 0 0 CHARLES SCHWAB #7632 - PER DETAIL 8 8 0 0 SKY ALPHA #3907 - PER DETAIL 1319816 1342131 -22315 -22315 CHARLES SCHWAB #1142 - PER DETAIL 258787 259065 -278 -278 SKY ALPHA #0776 - PER DETAIL 30515 31809 -1294 -1294 SKY ALPHA #0776 - PER DETAIL 25909 18112 7797 7797 CHARLES SCHWAB #4255 - PER DETAIL 3008 4091 -1083 -1083 CHARLES SCHWAB #4255 - PER DETAIL 21840 20823 1017 1017 SKY ALPHA #3864 - PER DETAIL P 3159127 3216837 -57710 -57710 CHARLES SCHWAB #9286 - PER DETAIL P 642759 643524 -765 -765 SKY ALPHA #4350 - PER DETAIL 27173 -27173 -27173 SKY ALPHA #4350 - PER DETAIL 40760 -40760 -40760 CHARLES SCHWAB #2018 - PER DETAIL 9167 9167 9167 CHARLES SCHWAB #2018 - PER DETAIL 13750 13750 13750 784494 -82255 13784 0 13784 0 13784 12418 0 0 0 12418 0 1366 0 0 0 0 0 0 0 0 0 0 1 1 MI 1 0 0 0 0 1 N/A HAROLD BLUMENSTEIN 2486469600 32400 TELEGRAPH RD 202 BINGHAM FARMS MI 48025 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 HAROLD BLUMENSTEIN 650 NORTH COUNTY ROAD PALM BEACH FL 33480 PRESIDENT 0.00 0 0 0 PENNY B BLUMENSTEIN 650 NORTH COUNTY ROAD PALM BEACH FL 33480 VICE PRESIDENT & SECRETARY 0.00 0 0 0 RICHARD C BLUMENSTEIN 32400 TELEGRAPH RD STE 202 BINGHAM FARMS MI 48025 VICE PRESIDENT 0.00 0 0 0 LAUREN A COHEN 32400 TELEGRAPH RD STE 202 BINGHAM FARMS MI 48025 VICE PRESIDENT 0.00 0 0 0 RANDALL S BLUMENSTEIN 32400 TELEGRAPH RD STE 202 BINGHAM FARMS MI 48025 TREASURER 0.00 0 0 0 NONE 0 NONE 0 0 9202974 1183775 0 10386749 0 0 10386749 155801 10230948 511547 511547 13784 13784 497763 0 497763 0 497763 2197809 0 2197809 497763 0 0 937922 1027381 994296 1906227 1489723 6355549 2197809 0 0 0 497763 1700046 0 0 8055595 0 0 0 0 0 0 937922 7117673 1027381 994296 1906227 1489723 1700046 HAROLD BLUMENSTEIN PENNY B BLUMENSTEIN X AIEF 251 H STREET NW WASHINGTON DC 20001 NONE UNRESTRICTED CHARITABLE GIFT 105000 ALGEMEINER 208 EAST 51ST ST SUITE 185 NEW YORK NY 10022 NONE UNRESTRICTED CHARITABLE GIFT 1500 AMERICAN FRIENDS OF THE ISRAEL PHILHARMONIC ORCHESTRA 122 EAST 42ND ST STE 4507 NEW YORK NY 10168 NONE UNRESTRICTED CHARITABLE GIFT 500 AMERICAN JOINT DISTRIBUTION COMMITTEEJDC 220 EAST 42ND ST SUITE 400 NEW YORK NY 10017 NONE UNRESTRICTED CHARITABLE GIFT 236857 BAIS CHABAD OF FARMINGTON HILLS 32000 MIDDLEBELT RD FARMINGTON HILLS MI 48334 NONE UNRESTRICTED CHARITABLE GIFT 6000 BIRMINGHAM BLOOMFIELD CHAI CENTER 211 LOWELL COURT BLOOMFIELD HILLS MI 48304 NONE UNRESTRICTED CHARITABLE GIFT 25000 BIRTHRIGHT ISRAEL FOUNDATION 711 3RD AVE 10TH FLOOR NEW YORK NY 10017 NONE UNRESTRICTED CHARITABLE GIFT 25000 BREAST CANCER RESEARCH FOUNDATION 28 WEST 44TH STREET SUITE 609 NEW YORK NY 10036 NONE UNRESTRICTED CHARITABLE GIFT 10000 BRILLIANT DETROIT 5675 LARKINS ST DETROIT MI 48210 NONE UNRESTRICTED CHARITABLE GIFT 125000 CATO INSTITUTE 1000 MASSACHUSETTS AVE NW WASHINGTON DC 20001 NONE UNRESTRICTED CHARITABLE GIFT 1000 CENTRAL FUND OF ISRAEL 461 CENTRAL AVE CEDARHURST NY 11516 NONE UNRESTRICTED CHARITABLE GIFT 10000 CHABAD HOUSE PALM BEACH 361 SOUTH COUNTY RD PALM BEACH FL 33480 NONE UNRESTRICTED CHARITABLE GIFT 1000 CHILDREN'S FOUNDATION OF PALM BEACH COUNTY PO BOX 3070 BOCA RATON FL 33431 NONE UNRESTRICTED CHARITABLE GIFT 500 COMMUNITY FOUNDATION FOR SOUTHEAST MI 333 WEST FORT STREET SUITE 2010 DETROIT MI 482263134 NONE UNRESTRICTED CHARITABLE GIFT 20000 CONGREGATION SHAAREY ZEDEK 27375 BELL RD SOUTHFIELD MI 48034 NONE UNRESTRICTED CHARITABLE GIFT 105526 CONGREGATION SHIR TIKVAH 3900 NORTHFIELD PARKWAY TROY MI 48084 NONE UNRESTRICTED CHARITABLE GIFT 52184 CHROHN'S AND COLITIS FOUNDATION 26555 EVERGREENE RD STE 625 SOUTHFIELD MI 48076 NONE UNRESTRICTED CHARITABLE GIFT 5000 DANA FARBER CANCER INSTITUTE 220 SUNRISE AVE STE 204 PALM BEACH FL 33480 NONE UNRESTRICTED CHARITABLE GIFT 500 DETROIT INSTITUTE OF ARTS 5220 WOODWARD AVE DETROIT MI 482024008 NONE UNRESTRICTED CHARITABLE GIFT 9675 DETROIT PUBLIC TV 1 CLOVER CT WIXOM MI 48393 NONE UNRESTRICTED CHARITABLE GIFT 300 DETROIT SYMPHONY ORCHESTRA 3711 WOODWARD AVE DETROIT MI 482012444 NONE UNRESTRICTED CHARITABLE GIFT 275100 FARBER AKIVA HEBREW DAY SCHOOL 21100 W 12 MILE RD SOUTHFIELD MI 48076 NONE UNRESTRICTED CHARITABLE GIFT 5000 FRIENDSHIP CIRCLE 6892 W MAPLE RD WEST BLOOMFIELD MI 48322 NONE UNRESTRICTED CHARITABLE GIFT 10000 FRIENDS OF PASTOUR SCHOOL DETROIT PO BOX 7083 HUNTINGTON WOODS MI 48070 NONE UNRESTRICTED CHARITABLE GIFT 500 FRIENDS OF THE IDFISRAEL DEFENSE FORCES PO BOX 999 WALLED LAKE MI 48390 NONE UNRESTRICTED CHARITABLE GIFT 20410 HEBREW BENEVOLENT SOCIETY 26640 GREENFIELD RD OAK PARK MI 48237 NONE UNRESTRICTED CHARITABLE GIFT 50 HENRY FORD HEALTH SYSTEM ONE FORD PLACE DETROIT MI 48028 NONE UNRESTRICTED CHARITABLE GIFT 75000 HERITAGE FOUNDATION 214 MASSACHUSETTS AVE NE WASHINGTON DC 200024999 NONE UNRESTRICTED CHARITABLE GIFT 1000 HILLEL CAMPUS ALLIANCE OF MICHIGAN 360 CHARLES ST EAST LANSING MI 48823 NONE UNRESTRICTED CHARITABLE GIFT 15000 HILLEL DAY SCHOOL 32200 MIDDLEBELT ROAD FARMINGTON HILLS MI 48334 NONE UNRESTRICTED CHARITABLE GIFT 5000 HILLEL OF BROWARD AND PALM BEACH 777 GLADES ROAD BOCA RATON FL 33431 NONE UNRESTRICTED CHARITABLE GIFT 1500 HILLEL OF METRO DETROIT 5221 GULLEN MALL SUITE 667 DETROIT MI 48202 NONE UNRESTRICTED CHARITABLE GIFT 6000 HILLSDALE COLLEGE 33 E COLLEGE STREET HILLSDALE MI 49242 NONE UNRESTRICTED CHARITABLE GIFT 500 HOLOCAUST MEMORIAL CENTER 28123 ORCHARD LAKE RD FARMINGTON HILLS MI 48334 NONE UNRESTRICTED CHARITABLE GIFT 10750 INDEPENDENT INSTITUTE 100 SWAN WAY OAKLAND CA 946211459 NONE UNRESTRICTED CHARITABLE GIFT 1000 INTERLOCHEN CENTER FOR THE ARTS 400 JMADDY PARKWAY INTERLOCHEN MI 49643 NONE UNRESTRICTED CHARITABLE GIFT 1000 JARC 30301 NORTHWESTERN HWY STE 100 FARMINGTON HILLS MI 48334 NONE UNRESTRICTED CHARITABLE GIFT 1900 JAZZ ASPEN SNOWMASS 110 E HALLAM STREET SUITE 104 ASPEN CO 81611 NONE UNRESTRICTED CHARITABLE GIFT 3500 JEWISH FAMILY AND CHILDRENS SERVICES 4747 NORTH 7TH ST PHOENIX AZ 85014 NONE UNRESTRICTED CHARITABLE GIFT 1500 JEWISH FAMILY SERVICES 6555 W MAPLE RD WEST BLOOMFIELD MI 48322 NONE UNRESTRICTED CHARITABLE GIFT 360 JEWISH FEDERATION OF METRO DETROIT 6735 TELEGRAPH RD BLOOMFIELD HILLS MI 48301 NONE UNRESTRICTED CHARITABLE GIFT 391020 JEWISH FEDERATION OF PALM BEACH 1 HARVARD CIRCLE STE 100 WEST PALM BEACH FL 33409 NONE UNRESTRICTED CHARITABLE GIFT 117300 JEWISH FREE LOAN ASSOCIATION 3443 N CENTRAL AVE SUITE 707 PHOENIX AZ 85012 NONE UNRESTRICTED CHARITABLE GIFT 5100 JEWISH HISTORICAL SOCIETY OF MICHIGAN 6600 W MAPLE RD WEST BLOOMFIELD MI 48322 NONE UNRESTRICTED CHARITABLE GIFT 1250 JEWISH HOSPICE & CHAPLAINCY NETWORK 6555 W MAPLE RD WEST BLOOMFIELD MI 48322 NONE UNRESTRICTED CHARITABLE GIFT 100100 JEWISH THEOLOGICAL SEMINARY 6735 TELEGRAPH RD STE 310 BLOOMFIELD HILLS MI 48301 NONE UNRESTRICTED CHARITABLE GIFT 2860 KIDS KICKING CANCER 27600 NORTHWESTERN HWY STE 220 SOUTHFIELD MI 48034 NONE UNRESTRICTED CHARITABLE GIFT 2500 KRAVIS CENTER FOR THE PERFORMING ARTS 701 OKEECHOBEE BLVD WEST PALM BEACH FL 33401 NONE UNRESTRICTED CHARITABLE GIFT 12500 MACKINAC CENTER FOR PUBLIC POLICY 140 W MAIN ST MIDLAND MI 48640 NONE UNRESTRICTED CHARITABLE GIFT 30000 MAKE A WISH FOUNDATION OF MICHIGAN 30879 WOODSTREAM DR FARMINGTON HILLS MI 48334 NONE UNRESTRICTED CHARITABLE GIFT 108 MD ANDERSON CANCER CENTER PO BOX 464 HOUSTON TX 77210 NONE UNRESTRICTED CHARITABLE GIFT 2500 MIAMI CITY BALLET 2200 LIBERTY AVE MIAMI BEACH FL 33139 NONE UNRESTRICTED CHARITABLE GIFT 35000 MIDNIGHT GOLF PROGRAM 30100 TELEGRAPH RD STE 404 BINGHAM FARMS MI 48025 NONE UNRESTRICTED CHARITABLE GIFT 2500 MORSE LIFE FOUNDATION 4920 LORING DR WEST PALM BEACH FL 33417 NONE UNRESTRICTED CHARITABLE GIFT 50100 MICHIGAN HILLEL 1429 HILL ST ANN ARBOR MI 48104 NONE UNRESTRICTED CHARITABLE GIFT 1800 NATIONAL COUNCIL OF JEWISH WOMEN 26400 LASHER RD STE 306 SOUTHFIELD MI 48033 NONE UNRESTRICTED CHARITABLE GIFT 100 NF FORWARD 1074 WOODWARD AVE DETROIT MI 482263134 NONE UNRESTRICTED CHARITABLE GIFT 100 ORT AMERICA INC 6735 TELEGRAPH RD STE 350 BLOOMFIELD HILLS MI 48301 NONE UNRESTRICTED CHARITABLE GIFT 10000 PALM BEACH COUNTRY CLUB FOUNDATION 760 N OCEAN BLVD PALM BEACH FL 33480 NONE UNRESTRICTED CHARITABLE GIFT 2000 PALM BEACH CRIME WATCH 139 N COUNTY RD STE 26 PALM BEACH FL 33480 NONE UNRESTRICTED CHARITABLE GIFT 500 PALM BEACH UNITED WAY 44 COCONUT ROW STE M201 PALM BEACH FL 33408 NONE UNRESTRICTED CHARITABLE GIFT 2000 PLANNED PARENTHOOD OF MICHIGAN 3100 PROFESSIONAL DRIVE ANN ARBOR MI 48104 NONE UNRESTRICTED CHARITABLE GIFT 2500 SCHECHTER INSTITUTES INC PO BOX 8500 PHILADELPHIA PA 19178 NONE UNRESTRICTED CHARITABLE GIFT 3000 SKY FOUNDATION 33 BLOOMFIELD HILLS PKWY STE 275 BLOOMFIELD HILLS MI 48304 NONE UNRESTRICTED CHARITABLE GIFT 500 SOCIETY OF THE FOUR ARTS 100 FOUR ARTS PLAZA PALM BEACH FL 33480 NONE UNRESTRICTED CHARITABLE GIFT 10000 SOUTH FLORIDA PBS 3401 S CONGRESS AVE BOYNTON BEACH FL 33426 NONE UNRESTRICTED CHARITABLE GIFT 180 PROMISE FUND OF FLORIDA 340 ROYAL POINCIAN WAY STE 317-301 WEST PALM BEACH FL 33480 NONE UNRESTRICTED CHARITABLE GIFT 25000 TAMARACK CAMPS 6735 TELEGRAPH RD STE 380 BLOOMFIELD HILLS MI 48301 NONE UNRESTRICTED CHARITABLE GIFT 10000 UNICEF 125 MAIDEN LANE NEW YORK NY 10038 NONE UNRESTRICTED CHARITABLE GIFT 1000 UNITED JEWISH FOUNDATION 6735 TELEGRAPH RD BLOOMFIELD HILLS MI 483013143 NONE UNRESTRICTED CHARITABLE GIFT 2364 UNIVERSITY OF WISCONSIN HILLEL 611 LANGDON ST MADISON WI 53703 NONE UNRESTRICTED CHARITABLE GIFT 25000 WASHINGTON INSTITUTE FOR NEAR EAST POLICY 1111 19TH ST NW STE 500 WASHINGTON DC 20036 NONE UNRESTRICTED CHARITABLE GIFT 81000 WRCJ 909 FM 1 CLOVER CT WIXOM MI 48202 NONE UNRESTRICTED CHARITABLE GIFT 115 YAD EZRA 2850 W ELEVEN MILE RD BERKLEY MI 48072 NONE UNRESTRICTED CHARITABLE GIFT 3600 YESHIVA BETH YEHUDAH 15751 LINCOLN SOUTHFIELD MI 48037 NONE UNRESTRICTED CHARITABLE GIFT 25150 YESHIVA DARCHEI TORAH 21550 W 12 MILE SOUTHFIELD MI 48076 NONE UNRESTRICTED CHARITABLE GIFT 5000 AMERICAN FRIENDS OF MAGEN DAVID ADOM 20 WEST 36TH ST STE 1100 NEW YORK NY 10018 NONE UNRESTRICTED CHARITABLE GIFT 15000 BUTLER UNIVERSITY HILLEL 4600 SUNSET AVE INDIANAPOLIS IN 46208 NONE UNRESTRICTED CHARITABLE GIFT 3600 CANCER THRIVES NETWORK FOR JEWISH WOMEN 6735 TELEGRAPH RD STE 100 BLOOMFIELD HILLS MI 48301 NONE UNRESTRICTED CHARITABLE GIFT 200 JEWISH AGENCY FOR ISRAEL 633 THIRD AVE 21ST FLOOR NEW YORK NY 10017 NONE UNRESTRICTED CHARITABLE GIFT 5000 JEWISH BOOK COUNCIL 520 8TH AVE 4TH FLOOR NEW YORK NY 10018 NONE UNRESTRICTED CHARITABLE GIFT 1800 JEWISH LEARNING CENTER 36300 WOODWARD AVE BIRMINGHAM MI 48009 NONE UNRESTRICTED CHARITABLE GIFT 318 JEWISH SENIOR LIFE OF METRO DETROIT 6710 W MAPLE RD WEST BLOOMFIELD MI 48322 NONE UNRESTRICTED CHARITABLE GIFT 5030 JEWISH WOMEN'S FOUNDATION 6735 TELEGRAPH RD BLOOMFIELD HILLS MI 48301 NONE UNRESTRICTED CHARITABLE GIFT 3600 SANDRA BORSTEIN HOLOCUAST EDUCATIONAL CENTER 401 ELMGROVE AVE PROVIDENCE RI 02906 NONE UNRESTRICTED CHARITABLE GIFT 100 WAYNE STATE UNIVERSITY 5475 WOODWARD AVE DETROIT MI 48202 NONE UNRESTRICTED CHARITABLE GIFT 20000 2194007 0 14 261430 0 0 261430 0 261430 0 0 0 0 0 0 0 0 0 0 X X 1 HAROLD AND PENNY BLUMENSTEIN 650 NORTH COUNTY ROAD PALM BEACH MI 33480 200000 X 2 HAROLD AND PENNY BLUMENSTEIN 650 NORTH COUNTY ROAD PALM BEACH FL 33480 1093815 X 2 200 SHARES BERKSHIRE HATHAWAY 1093815 2023-12-11 BLUFAM, LLC 1878304 1855575 MORGAN STANLEY #030345 1094455 881090 CHARLES SCHWAB #2018 1068023 3340533 CHARLES SCHWAB #9854 784592 1223137 CHARLES SCHWAB #3959 372646 529450 CHARLES SCHWAB #7632 569104 1188416 CHARLES SCHWAB #1142 111944 150602 CHARLES SCHWAB #4255 197421 300942 CHARLES SCHWAB #9286 144831 213656 LEGAL FEES 3802 0 0 3802 CAPITAL GAINS/LOSSES 784495 TAX EXEMPT INTEREST INCOME 1638 INVESTMENT ADVISORY FEES 52054 52054 0 0 FOREIGN TAXES 1398 1398 0 0