2025-10-15T20:40:44-05:00 2024-11-30 231994281 ZWEIG RAMICK & ASSOCIATES 3466 PROGRESS DR STE 108 BENSALEM PA 19020 990PF 2023-12-01 227743385 KLORFINE FOUNDATION KLOR 6107162625 CO 2700 NORTH OCEAN DR APT 2103 RIVIERA BEACH FL 33404 LEONARD KLORFINE TRUSTEE 6107162625 2025-10-15 1 0 WALTER E RAMICK JR P00038013 2156451311 2023 2025-03-06 01:10:19Z X 89163003 X 22921299 5232755 5232755 328365 281705402 328365 333 333 28482752 5561453 0 0 0 48000 48000 0 1271 1271 0 47739 1739 0 691 0 0 453 178 0 98154 51188 0 2469700 2469700 2567854 51188 2469700 25914898 5510265 10919914 15896791 15896791 36480322 53355335 55114231 13068867 18008486 18151981 60469103 87260612 89163003 0 1001250 0 1001250 X 4641326 4641326 0 0 55827777 81618036 60469103 86259362 60469103 87260612 60469103 25914898 0 86384001 124639 86259362 MORGAN STANLEY - NOMINEE 9696521 9684204 12317 12317 J.P. MORGAN - NOMINEE P 270535983 270198178 337805 337805 WELLS FARGO - NOMINEE P 1464191 1494655 -30464 -30464 CAPITAL GAINS DIVIDENDS P 8707 8707 8707 328365 76593 0 76593 0 76593 79947 0 20000 0 99947 X 213 23141 23141 0 0 0 0 0 0 0 0 0 0 0 1 1 PA 1 0 0 0 0 1 N/A THE TRUSTEES 6107162625 2700 NORTH OCEAN DR APT 2103A RIVIERA BEACH FL 33404 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LEONARD KLORFINE 2700 NORTH OCEAN DR APT 2103A RIVIERA BEACH FL 33404 TRUSTEE 10.00 0 0 0 NORMA E KLORFINE 2700 NORTH OCEAN DR APT 2103A RIVIERA BEACH FL 33404 TRUSTEE 10.00 0 0 0 NONE 0 NONE 0 0 45371506 28319442 0 73690948 0 0 73690948 1105364 72585584 3629279 3629279 76593 76593 3552686 0 3552686 0 3552686 2469700 0 2469700 3552686 2466787 0 0 2469700 2466787 0 0 2913 0 0 0 0 0 0 0 0 3549773 0 0 0 LEONARD KLORFINE X AMERICAN RED CROSS 431 18TH STREET NW WASHINGTON DC 20006 NONE 501(C)(3) UNRESTRICTED 150000 ARTIST TRUST 1835 12TH AVENUE SEATTLE WA 98122 NONE 501(C)(3) UNRESTRICTED 50000 BAINBRIDGE ARTISAN RESOURSE NETWORK 8890 THREE TREE LANE NE BAINRIDGE ISLAND WA 98110 NONE 501(C)(3) UNRESTRICTED 25000 BELLEVUE SUNRISE ROTARY FOUNDATION 3225 158TH AVE SE BELLEVUE WA 98008 NONE 501(C)(3) UNRESTRICTED 25000 CHILDREN'S HOME SOCIETY OF FLORIDA 3335 FOREST HILL BLVD WEST PALM BEACH FL 33406 NONE 501(C)(3) UNRESTRICTED 25000 CLUB 100 CHARITIES PO BOX 31682 PALM BEACH FL 33420 NONE 501(C)(3) UNRESTRICTED 25000 DOCTORS WITHOUT BORDERS 40 REXTOR STREET 16TH FL NEW YORK NY 10006 NONE 501(C)(3) UNRESTRICTED 200 EARTH CREATIVE 19545 45TH AVE NE LAKE FREST PARK WA 98155 NONE 501(C)(3) UNRESTRICTED 10000 FARE START 700 VIRGINIA ST SEATTLE WA 98101 NONE 501(C)(3) UNRESTRICTED 25000 INTERLOCHEN CENTER FOR THE ARTS BOX 199 INTERLOCHEN MI 49643 NONE 501(C)(3) UNRESTRICTED 10000 FOR LOVE OF WATER 440 WEST FRONT ST SUITE 100 TRAVERSE CITY MI 49684 NONE 501(C)(3) UNRESTRICTED 10000 ISLANDWOOD 4450 BLAKELY AVE NE BAINRIDGE ISLAND WA 98110 NONE 501(C)(3) UNRESTRICTED 25000 JEWISH FAMILY SERVICE 1601 16TH AVE SEATTLE WA 98122 NONE 501(C)(3) UNRESTRICTED 5000 KRAVIS CENTER FOR THE PERFORMING ARTS 701 OKEECHOBEE BOULEVARD WEST PALM BEACH FL 33401 NONE 501(C)(3) UNRESTRICTED 50000 MARY HILL MUSEUM OF ART 35 MARYHILL MUSEUM DRIVE GOLDENDALE WA 98620 NONE 501(C)(3) UNRESTRICTED 30000 MEDIC ONE FOUNDATION 11747 NE FIRST STREET SUITE 310 BELLEVUE WA 98005 NONE 501(C)(3) UNRESTRICTED 35000 MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST 1585 BROADWAY NEW YORK NY 10036 NONE 501(C)(3) UNRESTRICTED 250000 MUSEUM OF GLASS 1801 DOCK STREET TACOMA WA 98402 NONE 501(C)(3) UNRESTRICTED 60000 MUSEUM OF NORTHWEST ART 121 1ST ST LA CONNER WA 98257 NONE 501(C)(3) UNRESTRICTED 25000 NATIONAL CENTER FOR FAMILY PHILANTHROPY 1667 K ST NW SUITE 350 WASHINGTON DC 20006 NONE 501(C)(3) UNRESTRICTED 1500 PALM BEACH SYMPHONY 44 COCOA NUT ROW M-207B PALM BEACH FL 33480 NONE 501(C)(3) UNRESTRICTED 75000 PILCHUK GLASS SCHOOL 240 2ND AVE S SUITE 100 SEATTLE WA 98104 NONE 501(C)(3) UNRESTRICTED 100000 SOUTH FLORIDA PBS 800 S DOUGLAS ROAD SUITE 205 MIAMI FL 33134 NONE 501(C)(3) UNRESTRICTED 500000 POGO PARK 2604 ROOSEVELT AVENUE RICHMOND CA 94804 NONE 501(C)(3) UNRESTRICTED 5000 TART TRAILS - MICHIGAN PO BOX 250 TRAVERSE CITY MI 49685 NONE 501(C)(3) UNRESTRICTED 1000 TOXIC FREE FUTURE 4649 SUNNYSIDE AVE N SUITE 540 SEATTLE WA 98103 NONE 501(C)(3) UNRESTRICTED 20000 UNIVERSITY OF MIAMI PO BOX 248073 CORAL GABLES FL 33124 NONE 501(C)(3) UNRESTRICTED 25000 UNIVERSITY OF FLORIDA FOUNDATION 1938 W UNIVERSITY AVE GAINESVILLE FL 32603 NONE 501(C)(3) UNRESTRICTED 100000 THE REEF INSTITUE 520 24TH STREET WEST PALM BEACH FL 33407 NONE 501(C)(3) UNRESTRICTED 25000 WETA PBS NEWS HOUR 3939 CAMPBELL AVENUE ARLINGTON VA 22206 NONE 501(C)(3) UNRESTRICTED 320000 VIRGINIA MASON FOUNDATION PO BOX 1930 SEATTLE WA 98111 NONE 501(C)(3) UNRESTRICTED 35000 WOODMERE ART MUSEUM 9201 GERMANTOWN AVE PHILADELPHIA PA 19118 NONE 501(C)(3) UNRESTRICTED 25000 LOGGERHEAD MARINELIFE CENTER 14200 US HIGHWAY ONE JUNO BEACH FL 33408 NONE 501(C)(3) UNRESTRICTED 50000 GLASS ART SOCIETY 700 NW 42ND ST 101 SEATTLE WA 98107 NONE 501(C)(3) UNRESTRICTED 5000 MUSEUM FOR ART IN WOOD 141 N 3RD STREET PHILADELPHIA PA 19106 NONE 501(C)(3) UNRESTRICTED 10000 PRESERVE HISTORIC SLEEPING BEAR PO BOX 453 EMPIRE MI 49630 NONE 501(C)(3) UNRESTRICTED 5000 GLACIER NATIONAL PARK CONSERVANCY PO BOX 2749 COLUMBIA FALLS MT 59912 NONE 501(C)(3) UNRESTRICTED 5000 PRATT 1902 SOUTH MAIN STREET SEATTLE WA 98144 NONE 501(C)(3) UNRESTRICTED 100000 GATO INSTITUTE 1000 MASSACHUSSETS AVENUE NW WASHINGTON DC 20001 NONE 501(C)(3) UNRESTRICTED 5000 FLORIDA ATLANTIC UNIVERSITY - OSHER LIFELONG LEARNING 777 GIADES ROAD AD 10 RM 247 BOCA RATON FL 33431 NONE 501(C)(3) UNRESTRICTED 10000 ENTERTAINMENT COMMUNITY FUND 729 SEVENTH AVE 10TH FL NEW YORK NY 10019 NONE 501(C)(3) UNRESTRICTED 5000 PACIFIC RESEARCH INSTITUTE 9PO BOX 60485 PASADENA CA 91116 NONE 501(C)(3) UNRESTRICTED 1000 PALM BEACH COUNTY FOOD BANK 701 BOUTWELL RD SUITE A-2 LAKE WORTH BEACH FL 33461 NONE 501(C)(3) UNRESTRICTED 10000 INSIGHT THROUGH EDUCATION PO BOX 33054 PALM BEACH GARDENS FL 33420 NONE 501(C)(3) UNRESTRICTED 1000 HOMESAFE 2840 SIXTH AVENUE SOUTH LAKE WORTH FL 33461 NONE 501(C)(3) UNRESTRICTED 5000 CHILDREN'S HOME SOCISTY 12360 LAKE CITY WAY NE SUITE 100 SEATTLE WA 98125 NONE 501(C)(3) UNRESTRICTED 10000 KUOW 4518 UNIVERSITY WAY NE SUITE 310 SEATTLE WA 98105 NONE 501(C)(3) UNRESTRICTED 2500 SEATTLE ARTS AND LECTURES 340 15TH AVENUE EAST SUITE 301 SEATTLE WA 98112 NONE 501(C)(3) UNRESTRICTED 2500 NORTHWEST HARVEST PO BOX 12272 SEATTLE WA 98102 NONE 501(C)(3) UNRESTRICTED 10000 EVERGREEN GOODWILL OF NORTHWEST WASHIGTON 700 DEARBORN PL S SEATTLE WA 98144 NONE 501(C)(3) UNRESTRICTED 25000 MAIN LINE ART CENTER 746 PANMURE ROAD HAVERFORD PA 19041 NONE 501(C)(3) UNRESTRICTED 10000 GOODWILL NORTHERN MICHIGAN 2279 SOUTH AIRPORT ROAD W TRAVERSE CITY MI 49684 NONE 501(C)(3) UNRESTRICTED 20000 A BETTER CHANCE BOX 213 ARDMORE PA 19003 NONE 501(C)(3) UNRESTRICTED 5000 ALLIANCE FOR GUN RESPONSIBILITY PO BOX 4187 SEATTLE WA 98194 NONE 501(C)(3) UNRESTRICTED 25000 DISCOVERY CENTER & PIER 13170 SW BAY SHORE DRIVE SUITE 100 TRAVERSE CITY MI 49684 NONE 501(C)(3) UNRESTRICTED 50000 BAINBRIDGE ISLAND MUSEUM OF ART (BIMA) 550 WINSLOW WAY E BAINBRIDGE ISLAND WA 98110 NONE 501(C)(3) UNRESTRICTED 25000 CROHN'S & COLITIS FOUNDATION 510 TOWNSHIP LINE ROAD SUITE 160 BLUE BELL PA 19422 NONE 501(C)(3) UNRESTRICTED 5000 2469700 0 14 5232755 14 333 18 328365 0 5561453 0 5561453 0 0 0 0 0 0 0 0 0 0 X X 1 KLORFINE INTERESTS LTD 2700 NORTH OCEAN DR APT 2103A RIVIERA BEACH FL 33404 16791752 X 2 STUART KLORFINE C/O 2700 NORTH OCEAN DR APT 2103A RIVIERA BEACH FL 33404 6129547 X 1 VARIOUS STOCKS 16791752 2024-04-10 2 VARIOUS STOCKS 6129547 2024-07-08 WELLS FARGO - CORPORATE BONDS 690175 718671 J.P. MORGAN - FIXED INCOME 15617784 15711125 MORGAN STANLEY - CORPORATE BONDS 1700527 1722185 MORGAN STANLEY - COMMON STOCKS 7913512 8486963 MORGAN STANLEY - PREFERRED STOCK 2799080 2940298 MORGAN STANLEY - EXCHANGE TRADED & CLOSED-END FUNDS 12680184 12937039 WELLS FARGO - COMMON STOCK 2750570 2762519 MORGAN STANLEY - MUTUAL FUNDS 2883296 2883291 WELLS FARGO - MUTUAL FUNDS 1158468 1098602 WELLS FARGO - PREFERRED STOCK 1062211 1080818 J.P. MORGAN - STOCKS 17165275 17636858 J.P. MORGAN - ALTERNATIVE ASSETS 4942739 5287843 BOOK/TAX DIFFERENCE ON DONATED SECURITIES 124639 OFFICE EXPENSES 275 0 0 DUES & SUBSCRIPTIONS 96 96 0 BROKERAGE MANAGEMENT FEES 82 82 0 BROOKFIELD PROPERTY PREFERRED LP - K-1 308 308 308 OAKTREE CAPITAL GROUP LLC - K-1 25 25 25 UNSETTLED PURCHASE 0 1001250 CONSULTING 48000 48000 0 990-PF TAX 46000 0 0 FOREIGN TAX 1739 1739 0