2024-12-09T12:25:10-06:00 2023-12-31 591262947 GERSON PRESTON 4770 BISCAYNE BLVD SUITE 400 MIAMI FL 33137 990PF 2023-01-01 460747528 H ANGELA WHITMAN FOUNDATION INC HANG 3057283823 201 S BISCAYNE BLVD 3400 MIAMI FL 33131 H ANGELA WHITMAN TREASURER 3057283823 2024-12-09 1 0 STEVEN KLEIN P01396044 3058683600 2023 2024-10-15 13:58:12Z X 1011246 X 600000 172 172 24597 24597 7820 139018 7820 632589 32589 25000 0 0 300 150 150 8625 4312 4313 8744 8744 0 22 11 11 42691 13217 4474 724100 724100 766791 13217 728574 -134202 19372 2049 57257 57257 486236 277274 277274 574309 587729 620208 59274 61236 52337 0 4170 4170 1121868 987666 1011246 0 0 X 524640 524640 0 0 597228 463026 1121868 987666 1121868 987666 1121868 -134202 0 987666 0 987666 PUBLICLY TRADED SECURITIES P 135944 131198 4746 4746 CAPITAL GAIN DISTRIBUTIONS P 3074 3074 3074 7820 269 0 269 0 269 1164 0 0 0 1164 0 895 895 0 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 0 0 0 1 N/A COMPOUND FAMILY OFFICES LLC 7863014209 2033 MAIN ST STE 202 SARASOTA FL 34237 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 RAYMOND KUHN 4502 N FEDERAL HIGHWAY APT 225C LIGHTHOUSE POINT FL 33064 PRESIDENT 1.00 25000 0 0 H ANGELA WHITMAN 10225 COLLINS AVENUE BAL HARBOUR FL 33154 TREASURER 1.00 0 0 0 ROBERT KUHN 315 DURAND DRIVE LOS ANGELES CA 90068 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 620231 390461 4170 1014862 0 0 1014862 15223 999639 49982 49982 269 269 49713 0 49713 0 49713 728574 0 728574 49713 0 0 498232 458801 519475 430080 547700 2454288 728574 0 0 0 49713 678861 0 0 3133149 0 0 0 0 0 0 498232 2634917 458801 519475 430080 547700 678861 H ANGELA WHITMAN X LOTUS ENDOWMENT FUND INC 3921 ALTON ROAD 470 MIAMI BEACH FL 33140 N/A PC SUPPORT FOR THE HOMELESS 211000 FAIRCHILD TROPICAL BOTANIC GARDEN 10901 OLD CUTLER ROAD CORAL GABLES FL 33156 N/A PC SUPPORT CONSERVATION EFFORTS 205000 MIAMI LIGHTHOUSE FOR THE BLIND AND VISUALLY IMPAIRED INC 601 SW 8TH AVENUE MIAMI FL 33130 N/A PC SUPPORT FOR THE BLIND 117500 OPHTHALMOLOGY RESEARCH FOUNDATION INC PO BOX 15869 MIAMI FL 33101 N/A PC RESEARCH TO PREVENT BLINDNESS 100000 ACTIVITIES RECREATION AND CARE 6456 WHITSETT AVENUE NORTH HOLLYWOOD CA 91606 N/A PC SUPPORT FOR THE DEVELOPMENTALLY DISABLED 22500 CATHOLIC CHARITIES USA 2050 BALLENGER AVE SUITE 400 ALEXANDRIA VA 22314 N/A PC HURRICANE DISASTER RELIEF 20000 MIAMI JEWISH HEALTH SYSTEMS FOUNDATION INC 5200 NE 2ND AVE MIAMI FL 33137 N/A PC CARE FOR THE ELDERLY 16800 CHILDRENS AID CLUB 3296 N FEDERAL HWY UNIT 11503 FORT LAUDERDALE FL 33339 N/A PC YOUTH SERVICES 11000 BASCOM PALMER EYE INSTITUTE ALUMNI ASSOCIATION INC 900 NW 17TH ST MIAMI BEACH FL 33136 N/A PC PROGRAM SUPPORT 5000 MIAMI BEACH GARDEN CLUB 5930 N BAYSHORE DR MIAMI BEACH FL 33137 N/A PC PROGRAM SUPPORT 3000 WOODY FOUNDATION INC 12500 VIRTUDES ST CORAL GABLES FL 33156 N/A PC SUPPORT FOR INDIVIDUALS WITH PARALYSIS 2500 MARIAN CENTER SCHOOL AND SERVICES INC 15701 NW 37TH AVE MIAMI GARDENS FL 33054 N/A PC SUPPORT FOR THE DEVELOPMENTALLY DISABLED 2100 ZOOLOGICAL SOCIETY OF THE PALM BEACHES INC 1301 SUMMIT BLVD WEST PALM BEACH FL 33405 N/A PC SUPPORT CONSERVATION EFFORTS 2000 GREATER MIAMI JEWISH FEDERATION 4200 BISCAYNE BLVD MIAMI BEACH FL 33137 N/A PC PROGRAM SUPPORT 1000 CHILDRENS VILLAGE INC 4100 NW 167TH ST OPA LOCKA FL 33054 N/A PC YOUTH SERVICES 1000 OTHER GRANTS C/O FDN 201 S BISCAYNE BLVD 3400 MIAMI FL 33131 N/A PC PROGRAM SUPPORT 900 WORLD WILDLIFE FOUNDATION INC 3771 PITT ST STE 283 SCHELLSBURG PA 15559 N/A PC SUPPORT CONSERVATION EFFORTS 500 MIAMI SPRINGS SEVENTH-DAY ADVENTIST CHURCH 701 CURTISS PKWY MIAMI SPRINGS FL 33166 N/A PC PROGRAM SUPPORT 500 SMILE TRAIN INC 633 THIRD AVE 9TH FLOOR NEW YORK NY 10017 N/A PC PROGRAM SUPPORT 500 NATIONAL AUDUBON SOCIETY INC 225 VARICK STREET 7TH FLOOR NEW YORK NY 10014 N/A PC PROGRAM SUPPORT 400 ST JOSEPH'S INDIAN SCHOOL 1301 N MAIN ST PO BOX 89 CHAMBERLAIN SD 57325 N/A PC PROGRAM SUPPORT 300 VETERANS OF FOREIGN WARS OF THE UNITED STATES 406 W 34TH ST KANSAS CITY MO 64111 N/A PC ASSISTANCE TO WAR VETERANS 200 MOUTH & FOOT PAINTING ARTISTS ASSOCIATION PO BOX 818 IM RIETLE SCHAAN LS N/A PC ASSISTING DISABLED ARTISTS 200 SIERRA CLUB 2101 WEBSTER ST SUITE 1300 OAKLAND CA 94612 N/A PC SUPPORT CONSERVATION EFFORTS 200 724100 0 14 172 14 24597 18 7820 0 32589 0 32589 0 0 0 0 0 0 0 0 0 0 X X 1 H ANGELA WHITMAN 10225 COLLINS AVENUE BAL HARBOUR FL 33154 600000 X ACCOUNTING FEES 8625 4312 4313 HARBOR CORE BOND INSITUTION 61236 52337 ABBEY CAPITAL FUTURES STRATEGY FUND 42674 38431 ARISTOTLE VALUE EQUITY 96328 107924 ARTISAN INTERNATIONAL VALUE ADVISOR 32812 43696 BAILLIE GIFFORD CHINA EQUITIES INSTL 6611 4226 BAILLIE GIFFORD INTERNATIONAL GROWTH 34639 25254 BARON DISCOVERY INSTITUTIONAL 10015 11980 COHEN & STEERS INSTL REALTY SHARES 22477 24058 GOLDMAN SACHS GQG PTNRS 15810 21392 GQG PARTNERS EMERGING MARKETS EQUITY 13958 18037 GRANDEUR PEAK INTERNATIONAL OPPS INSTL 17818 13393 ISHARES CORE MSCI EMERGING ETF 7086 5817 ISHARES GOLD ETF 11324 13348 JOHCM INTERNATIONAL SELECT INST 29206 28347 KENNEDY CAPITAL SMALL CAP VALUE INSTL 31524 35748 KOPERNIK GLOBAL ALL - CAP 19331 15974 LYRICAL U.S. VALUE EQUITY FUND 40222 60713 PACER US CASH COWS 100 106364 107359 SPDR GOLD MINISHARES ETV 3000 3396 VANGUARD SHRT INF PROT 16789 16716 WILLIAM BLAIR SMALL-MID CAP GR I 29741 24399 LEGAL FEES 300 150 150 OTHER RECEIVABLE 4170 4170 BANK FEES 22 11 11 INVESTMENT MANAGEMENT FEES 8744 8744 0