2024-04-24T10:01:23-05:00 2023-12-31 346565596 ERNST & YOUNG US LLP 40 WESTMINSTER ST STE 800 PROVIDENCE RI 02903 990PF 2023-01-01 656390197 JUNE B GELBART FOUNDATION JUNE 4072374500 PO BOX 919798 ORLANDO FL 328919798 NORMAN LIPOFF CHAIRMAN 4072374500 2024-04-23 true true RICHARD RALEIGH P00382844 4014573839 2024-04-23 2023 2023-04-26 12:10:37Z X 4804785 X 93434 92770 6169 1246918 6169 0 99603 98939 63000 63000 0 0 0 0 0 0 2500 0 0 2500 22230 22230 0 0 2555 997 0 0 0 0 0 0 0 12996 12996 103281 23227 0 78496 258000 258000 361281 23227 0 336496 -261678 75712 0 162485 113357 113357 0 0 0 1120236 1025345 972106 3273317 3175213 3719322 4556038 4313915 4804785 0 X 4556038 4313915 4556038 4313915 4556038 4313915 4556038 -261678 21600 4315960 2045 4313915 3356.197 MERGER FUND-INST 2023-03-21 55612 57248 -1636 -1636 8711.767 MERGER FUND-INST 2023-03-21 144354 148966 -4612 -4612 2172. ISHARES HIGH DIVIDEND ETF 2022-05-16 2023-03-27 214614 232941 -18327 -18327 364.423 BLACKROCK EVENT DRIVEN EQ-IS 2023-06-02 3491 3514 -23 -23 25757.256 BLACKROCK EVENT DRIVEN EQ-IS 2023-06-02 246755 250825 -4070 -4070 150000. STATE OF ISRAEL 1.350% 7/01/23 2020-07-01 2023-07-01 150000 150000 12964.535 WESTERN ASSET CORE PLUS BD-IS 2023-12-11 119663 154519 -34856 -34856 2097.264 ARTISAN INTL VALUE FUND-INS 2021-03-19 2023-12-14 94650 89357 5293 5293 678. ISHARES CORE MSCI EAFE ETF 2020-12-16 2023-12-14 47473 48997 -1524 -1524 357.873 VANGUARD INST INDEX-INST 2023-12-19 142952 104382 38570 38570 CAPITAL GAIN DIVIDENDS P 27354 CAPITAL GAIN DIVIDENDS P 27354 CAPITAL GAIN DIVIDENDS P 27354 CAPITAL GAIN DIVIDENDS P 27354 CAPITAL GAIN DIVIDENDS P 27354 CAPITAL GAIN DIVIDENDS P 27354 CAPITAL GAIN DIVIDENDS P 27354 CAPITAL GAIN DIVIDENDS P 27354 CAPITAL GAIN DIVIDENDS P 27354 CAPITAL GAIN DIVIDENDS P 27354 6169 1052 0 1052 0 1052 664 0 0 664 X 0 388 0 0 false false false false false false false true true FL true false false false false true N/A TRUIST BANK 4072374500 PO BOX 919798 ORLANDO FL 32891 false false false false true false false false false false false false false false false false false false false false false false NORMAN LIPOFF C/O TRUIST BANK PO BOX 919798 ORLANDO FL 32891 TRUSTEE 1 29000 MARC B SILVERMAN C/O TRUIST BANK PO BOX 919798 ORLANDO FL 32891 TRUSTEE 1 29000 RONI IGEL C/O TRUIST BANK PO BOX 919798 ORLANDO FL 32891 GRANT COMMITTEE 1 5000 NONE 0 NONE 0 4413394 132049 0 4545443 0 0 4545443 68182 4477261 223863 223863 1052 1052 222811 20000 242811 0 242811 336496 0 0 0 0 336496 242811 0 0 135993 104869 70974 81718 115797 509351 336496 0 0 0 242811 93685 0 0 603036 0 0 0 0 0 0 135993 467043 104869 70974 81718 115797 93685 NONE NONE NORMAN LIPOFF ESQ GREENBERG TRAUR 333 SOUTHEAST 2ND AVE SUITE 4400 MIAMI FL 33131 3055790500 SEE ://gelbartfoundation.org/apply/ DECEMBER 31 OF THE YEAR PRIOR TO THE YEAR OF THE GRANT PROGRAMS FOR NEEDY CHILDREN IN ISRAEL. PROGRAMS FOR JEWISH CHILDREN AN ELDERLY IN THE U.S. FOR MORE INFORMATION VISIT ://gelbartfoundation.org/guidelines/ ALYN HOSPITAL AMERICAN FRIENDS OF 122 E ST 1519 NEW YORK NY 10017 NONE PC GENERAL OPERATING 3000 AMERICAN FRIENDS OF BEIIT ISSIE SHAPIRO 1400 PARK AVE 19TH FL NEW YORK NY 10022 NONE PC GENERAL OPERATING 7000 AMERICAN SOCIETY FOR YAD VASHEM 500 FIFTH AVE 42ND FL NEW YORK NY 10110 NONE PC GENERAL OPERATING 1000 AMERICAN FRIENDS OF ISRAEL INTELLIGENCE HERITAGE AND COMMEMORATION CENTER 5862 LINDENHURST AVE LOS ANGELES CA 90036 NONE PC GENERAL OPERATING 3000 AMERICAN FRIENDS OF LEKET ISRAEL PO BOX 2090 TEANECK NJ 07666 NONE PC GENERAL OPERATING 4000 AMERICAN FRIENDS OF MAGEN DAVID ADOM 4371 NORTHLAKE BLVD 361 WEST PALM BEACH FL 33140 NONE PC GENERAL OPERATING 1000 AMERICAN FRIENDS OF NATAL 1120 AVENUE OF THE AMERICAS RENSSELAER NY 10036 NONE PC GENERAL OPERATING 5000 AMERICAN FRIENDS OF TEL AVIV UNIV 8 WEST 40TH ST 8TH FL NEW YORK NY 10018 NONE PC GENERAL OPERATING 1000 BIRTHRIGHT ISRAEL FOUNDATION 711 THIRD AVE 10TH FL NEW YORK NY 10017 NONE PC GENERAL OPERATING 2000 BRANDEIS UNIVERSITY 415 SOUTH ST WALTHAM MA 02453 NONE PC GENERAL OPERATING 2000 DANIEL CENTERS FOR PROGRESSIVE JUDAISM 5630 WISCONSIN AVE APT 1601 CHEVY CHASE MD 20815 NONE PC GENERAL OPERATING 2000 70 FACES MEDIA 520 8THAVE 4TH FL NEW YORK NY 10018 NONE PC GENERAL OPERATING 1000 FRIENDS OF YAD SARAH 445 PARK AVE STE 1702 NEW YORK NY 10022 NONE PC GENERAL OPERATING 2000 IMPACTISRAEL 200 HIGHLAND AVE SUITE 301 NEEDAM MA 02494 NONE PC GENERAL OPERATING 8000 JEWISH NATIONAL FUND 42 EAST 69TH ST NEW YORK NY 10021 NONE PC GENERAL OPERATING 5000 JEWISH FEDERATION OF FLORIDA'S GULF COAST 13191 STARKEY RD STE 8 LARGO FL 33773 NONE PC GENERAL OPERATING 25000 JEWISH FEDERATION OF NORTH AMERICA 25 BROADWAY STE 1700 NEW YORK NY 10004 NONE PC GENERAL OPERATING 4000 NATIONAL YIDDISH BOOK CENTER 1021 WEST ST AMHERST MA 010023375 NONE PC GENERAL OPERATING 1000 NCSY SOUTHERN REGION 7200 W CAMINO REAL STE 214 BOCA RATON FL 33433 NONE PC GENERAL OPERATING 1000 OPENDOR MEDIA 11110 W OAKLAND PARK BLVD STE 288 SUNRISE FL 33351 NONE PC GENERAL OPERATING 4000 ORT AMERICA 75 MAIDEN LAND FL 10 NEW YORK NY 10038 NONE PC GENERAL OPERATING 1000 PEF ISRAEL ENDOWMENT FUND 630 THIRD AVE STE 1501 NEW YORK NY 10017 NONE PC GENERAL OPERATING 15000 SHALOM HARTMAN INSTITUTE 475 RIVERSIDE DR STE 1450 NEW YORK NY 10115 NONE PC GENERAL OPERATING 8000 THE INSTITUTE FOR THE ADVANCEMENT OF OF EDUCATION IN JAFFA INC 297 S WASHINGTON AVENUE BERGENFIELD NJ 07621 NONE PC GENERAL OPERATING 6000 UNIVERSITY OF FLORIDA - CENTER FOR JEWISH STUDIES PO BOX 118020 GAINESVILLE FL 32611 NONE PC GENERAL OPERATING 2000 BET SHEMESH EDUCATIONAL AND RESIDENTIAL 17106 76TH AVE BARTON FLUSHING NY 11366 NONE PC GENERAL OPERATING 4000 AMERICAN FRIENDS OF MEIR PANIM 88 WALTON ST STE B1 BROOKLYN NY 11206 NONE PC GENERAL OPERATING 1000 HASBARA FELLOWSHIPS 315 WEST 36TH ST 5061 NEW YORK NY 10018 NONE PC GENERAL OPERATING 1000 PARDES INSTITUTE OF JEWISH STUDIES 404 5TH AVE STE 7013 NEW YORK NY 10018 NONE PC GENERAL OPERATING 5000 THE SCHECHTER INSTITUTES INC PO BOX 8500 PHILADELPHIA PA 19178 NONE PC GENERAL OPERATING 5000 FOUNDATION FOR JEWISH CAMP 253 WEST 35TH ST 4TH FL NEW YORK NY 10001 NONE PC GENERAL OPERATING 1000 ISRAEL GUIDE DOG CENTER FOR THE BLIND 968 EASTON RD STE H WARRINGTON PA 18976 NONE PC GENERAL OPERATING 3000 AMERICAN FRIENDS OF ISRAEL ELWYN 45 E CITY AVE BALA CYNWYD NY 19004 NONE PC GENERAL OPERATING 2000 TAMPA JCC & FEDERATION 13009 COMMUNITY CAMPUS DR TAMPA FL 33625 NONE PC GENERAL OPERATING 6000 CHAMAH THE INTERNATIONALl ORGANIZATION 420 LEXINGTON AVE STE 300 NEW YORK NY 10170 NONE PC GENERAL OPERATING 2000 AMERICAN FRIENDS OF PTACH C/O ZOIMAN 919 E 24 STREET BROOKLYN NY 11210 NONE PC GENERAL OPERATING 1000 AMERICAN FRIENDS OF JORDAN RIVER VILLAGE 244 MADISON AVE STE 482 NEW YORK NY 10016 NONE PC GENERAL OPERATING 2000 CHABAD OF CLEARWATER 2280 BELLEAIR RD CLEARWATER FL 33764 NONE PC GENERAL OPERATING 1000 AMERICAN FRIENDS OF BEIT RUTH 2 JERICHO PLAZA STE 111-WING A JERICHO NY 11753 NONE PC GENERAL OPERATING 3000 SUNRISE ASSOCIATION 11 NEIL COURT OCEANSIDE NY 11572 NONE PC GENERAL OPERATING 1000 TAMPA URBAN BENEFIT FARMS INC 4619 W LOWELL AVE TAMPA FL 33629 NONE PC GENERAL OPERATING 2000 MEOR 11723 STONINGTON PL SILVER SPRING MD 20902 NONE PC GENERAL OPERATING 1000 HILLELS OF THE FLORIDA SUNCOAST 13101 USF SUCAMORE DR TAMPA FL 33620 NONE PC GENERAL OPERATING 14000 ELI THE ISRAEL ASSOCIATION FOR CHILD PO BOX 12 MERION STATION PA 19066 NONE PC GENERAL OPERATING 4000 AMERICAN UNIVERSITY CENTER FOR ISRAEL 4400 MASSACHUSETTS AVE NW WASHINGTON DC 200168038 NONE PC GENERAL OPERATING 1000 JEWISH EDUCATIONAL LOAN 4549 CHAMBLEE DUNWOODY RD ATLANTA GA 30338 NONE PC GENERAL OPERATING 1000 RAMAH DAROM 6400 POWERS FERRY RD STE 215 ATLANTA GA 30339 NONE PC GENERAL OPERATING 5000 JEWISH FEDERATION OF PINELLAS PASCO 13191 STARKEY RD LARGO FL 33773 NONE PC GENERAL OPERATING 12000 GULF COAST JEWISH FAMILY AND COMMUNITY 14041 ICOT BLVD CLEARWATER FL 337603702 NONE PC GENERAL OPERATING 16000 CONGREGATION BETH SHALOM 1325 S BELCHER RD CLEARWATER FL 33764 NONE PC GENERAL OPERATING 30000 MENORAH MANOR FOUNDATION 255 59TH ST N ST PETERSBURG FL 33710 NONE PC GENERAL OPERATING 2000 FLORIDA HOLOCAUST MUSEUM INC 55 5TH ST S ST PETERSBURG FL 33710 NONE PC GENERAL OPERATING 2000 BENJAMIN TOWER FOUNDATION 250 58TH ST N ST PETERSBURG FL 33710 NONE PC GENERAL OPERATING 1000 HILLEL FDN AT UNIVERSITY OF FLORIDA 2020 WEST UNIVERSITY AVE GAINESVILLE FL 32603 NONE PC GENERAL OPERATING 14000 AMERICAN FRIENDS OF THE FEUERSTEIN INSTITUTE INC 6990 WEST BAY HARBOR DRIVE BAY HARBOR FL 33154 NONE PC GENERAL OPERATING 1000 258000 HILLELS OF THE FLORIDA SUNCOAST 13101 USF SYCAMORE D TAMPA FL 33620 NONE PC GENERAL USE 10000 TAMPA JCCFEDERATION 13009 COMMUNITY CAMP TAMPA FL 33625 NONE PC GENERAL USE 5000 15000 14 93434 18 6169 99603 99603 false false false false false false false false false false TAX PREPARATION FEE (NON-ALLOC 2500 2500 46513XAM2 STATE OF ISRAEL 50000 48266 46513JCM1 STATE OF ISRAEL 46513JEB3 STATE OF ISRAEL 180000 175120 46514TNN4 STATE OF ISRAEL 155000 150927 921937504 VANGUARD TOTAL BOND 340345 299921 46514VCM3 STATE OF ISRAEL 50000 49360 46514VCP6 STATE OF ISRAEL 100000 98513 957663669 WESTERN ASSET CORE P 46514BCM7 STATE OF ISRAEL 150000 149999 45775L408 T ROWE PRICE LARGE-C AT COST 187870 297591 464286632 ISHARES MSCI ISRAEL AT COST 43024 48240 922040100 VANGUARD INSTL INDEX AT COST 491758 660710 26924G870 BLUESTAR ISRAEL TECH AT COST 48637 58026 589509207 MERGER FD/THE 277902235 EATON VANCE ATLANTA AT COST 193929 229452 09250J734 BLACKROCK EVENT DRIV 46432F842 ISHARES CORE MSCI EA AT COST 189845 184809 04314H857 ARTISAN INTERNATIONA AT COST 163222 176069 41664T669 HARTFORD DIVIDEND & AT COST 356425 446526 464287507 ISHARES CORE S&P MID AT COST 153198 158530 92206C714 VANGUARD RUSSELL 100 AT COST 194004 211527 256210105 DODGE & COX INCOME F AT COST 408732 412571 464287804 ISHARES CORE S&P SMA AT COST 164152 182834 46429B663 ISHARES TR CORE HIGH 92206C680 VANGUARD RUSSELL 100 AT COST 187035 247479 38147N269 GOLDMAN SACHS GQG PA AT COST 141863 141079 64128R608 NEUBERGER BERMAN LON AT COST 251519 263879 RETURN OF CAPITAL ADJUSTMENT 664 2023 TRANSACTIONS POSTED IN 2024 1381 OTHER CHARITABLE EXPENSES 7557 0 7557 GRANTMAKING FEES 5439 0 5439 2022 TRANSACTIONS POSTED IN 2023 1599 RECOVERY OF PRIOR YEAR GRANTS 20000 ROUNDING 1 TRUIST INVESTMENT FEES 22230 22230 FEDERAL TAX PAYMENT - PRIOR YE 969 0 0 FEDERAL ESTIMATES - PRINCIPAL 589 0 0 FOREIGN TAXES ON QUALIFIED FOR 997 997 0