2022-08-11T16:28:15-05:00 2021-12-31 341900735 CBIZ MHM OF FLORIDA LLC 2255 GLADES ROAD SUITE 321A BOCA RATON FL 33431 990PF 2021-01-01 656157310 THE GENDAL FAMILY CHARITABLE FOUNDATION C/O DAVID GENDAL GEND 5614884174 18669 LONG LAKE DRIVE BOCA RATON FL 33496 DAVID GENDAL TRUSTEE 5614884174 2022-08-11 1 DAVID GENDAL 999009999 DAVID A KATZMAN P00033289 5619945050 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X 2893835 X X 132461 132461 18908 136721 18908 -3768 -3768 147601 147601 0 0 0 3750 1875 1875 2177 0 0 5927 1875 1875 145000 145000 150927 1875 146875 -3326 145726 63015 27088 27088 415987 47341 47341 29745 29771 29063 1202597 1531271 1383550 1212529 1211096 1311539 15031 100000 95254 2938904 2946567 2893835 0 0 X 2938904 2946567 2938904 2946567 2938904 2946567 2938904 -3326 10989 2946567 0 2946567 PUBLICLY TRADED SECURITIES (MS A/C#14511) 50002 50003 -1 -1 PUBLICLY TRADED SECURITIES (JPM A/C#07025) 42529 43300 -771 -771 PUBLICLY TRADED SECURITIES (JPM A/C#07025) 44153 24485 19668 19668 PUBLICLY TRADED SECURITIES (JPM A/C#07025) 25 25 0 0 CAPITAL GAINS DIVIDENDS P 12 12 12 18908 2026 0 2026 0 2026 1960 0 2500 0 4460 0 2434 2434 0 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 0 0 0 1 N/A THE FOUNDATION CO DAVID GENDAL 5614884174 18669 LONG LAKE DRIVE BOCA RATON FL 33496 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DAVID GENDAL 18669 LONG LAKE DRIVE BOCA RATON FL 33496 TRUSTEE 1.00 0 0 0 ELLEN GENDAL 18669 LONG LAKE DRIVE BOCA RATON FL 33496 TRUSTEE 0.00 0 0 0 PHYLLIS GENDAL 4740 S OCEAN BOULEVARD SUITE 705 HIGHLAND BEACH FL 334875372 TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 BASED ON THE RECOMMENDATION(S) OF THE TRUSTEES, THE FOUNDATION MAKES DIRECT CASH CONTRIBUTIONS TO OTHER CHARITABLE ORGANIZATIONS. THE FOUNDATION'S INTENT IS TO MAKE SUFFICIENT CONTRIBUTIONS TO EXPEND ALL INVESTMENT INCOME RECEIVED DURING THE YEAR. 0 0 2663341 310177 20636 2994154 0 0 2994154 44912 2949242 147462 147462 2026 2026 145436 0 145436 0 145436 146875 0 146875 145436 0 0 9589 9589 146875 0 0 0 145436 1439 0 0 11028 0 0 0 0 0 0 0 11028 9589 1439 X AMERICAN FRIENDS OF HEBREW UNIVERSITY 100 WEST CYPRESS ROAD SUITE 865 FT LAUDERDALE FL 33309 NONE PC SCHOLARSHIP FUND 3000 AMERICAN PUBLIC MEDIA 480 CEDAR STREET ST PAUL MN 55101 NONE PC GENERAL USE 1000 B'NAI TORAH CONGREGATION 6261 SW 18TH STREET BOCA RATON FL 33433 NONE PC KOL NIDRE PLEDGE; DISCRETIONARY FUND 19800 CITY HARVEST 6 EAST 32ND STREET 6TH FLOOR NEW YORK NY 10016 NONE PC KOSHER INITIATIVE PROGRAM 5000 FAU FOUNDATION INC 777 GLADES ROAD BLDG AD295 BOCA RATON FL 33431 NONE PC CENTER FOR HOLOCAUST AND HUMAN RIGHTS EDUCATION DINNER 200 FISHER HOUSE FOUNDATION 12300 TWINBROOK PARKWAY ROCKVILLE MD 20852 NONE PC FISHER HOUSE @ WEST PALM BEACH VA MEDICAL CENTER 5000 HADASSAH WOMEN'S ZOA INC 1325 S CONGRESS AVENUE STE 209 BOYNTON BEACH FL 33484 NONE PC THE GENDAL FAMILY YOUNG RESEARCH AWARD 10000 INSTITUTE FOR CONTEMPORARY PSYCHOTHERAPY 1841 BROADWAY 4TH FLOOR NEW YORK NY 100237603 NONE PC KEITH GENDAL MEMORIAL FUND 5000 JACK THE BIKE MAN INC 2406 FLORIDA AVENUE WEST PALM BEACH FL 33401 NONE PC GENERAL PURPOSE 8000 MEMORIAL SLOAN-KETTERING CANCER CENTER 885 SECOND AVENUE 8 FLOOR NEW YORK NY 10017 NONE PC HEREDITARY COLORECTAL - CANCER FAMILY REGISTRY 10000 MT SINAI SCHOOL OF MEDICINE 1 GUSTAVE L LEVY PLACE NEW YORK NY 10029 NONE PC FACULITY CAREER DEVELOPMENT DEPT OF RADIOLOGY 5000 TEMPLE BETH JACOB 290 NORTH STEET NEWBURGH NY 12550 NONE PC GENERAL USE 5000 THE PET COTTAGE PO BOX 8395 JUPITER FL 33468 NONE PC GENERAL USE 5000 TOGETHER WE RISE 580 W LAMBERT ROAD A BREA CA 92821 NONE PC DONATION IN HONOR OF FUNDRAISER SAMANTHA CHEIRIF 2000 TREATMENT ACTION GROUP (TAG) 90 BROAD ST STE 2503 NEW YORK NY 10004 NONE PC SCIENCE BASED TREATMENT ACTIVISM PROGRAMS 5000 UNITED WAY OF BROWARD COUNTY 1300 SOUTH ANDREWS AVENUE FT LAUDERDALE FL 33316 NONE PC LOVE THY NEIGHBOR; BROWARD HOUSE; MISSION UNITED 25000 ANIMAL MEDICAL CTR 510 EAST 62ND ST NEW YORK NY 10065 NONE PC AMC TO RESCUE & CANCER INITATIVE 10000 BROWARD PERFORMING ARTS FOUNDATION 201 SW 5TH AVENUE FT LAUDERDALE FL 333127112 NONE PC ENCORE CAMPAIGN 5000 BAPIST HEALTH BOCA RATON REGIONAL HOSPITAL 800 MEADOWS RD BOCA RATON FL 33486 NONE PC GENERAL USE 10000 VENEZUELEANS AND IMMIGRANT AID 814 NW 126TH CT MIAMI FL 33182 NONE PC GENERAL USE 500 THE WISDOM CIRCLE 7232 VIA PALOMAR BOCA RATON FL 33433 NONE PC GENERAL USE 4000 9 MILLION REASONS 39-21 CRESCENT STREET LONG ISLAND CITY NY 11101 NONE PC GENERAL USE 1500 145000 0 14 132461 01 978 18 18908 THRU AUBURN 532000 01 -4746 0 147601 0 147601 11 ALL INCOME OR LOSS IS DERIVED FROM INVESTMENTS IN MARKETABLE SECURITIES. THE FOUNDATION USES THOSE INVESTMENTS TO GENERATE ADDITIONAL INCOME FOR MAKING ADDITIONAL CHARITABLE CONTRIBUTIONS, THEREBY FULFILLING THE FOUNDATION'S EXEMPT PURPOSE. 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 3750 1875 1875 MORGAN STANLEY - CORPORATE BONDS 876585 921882 JP MORGAN - CORPORATE BONDS 334511 389657 MORGAN STANLEY - CORPORATE STOCK 927503 725409 JP MORGAN - CORPORATE STOCK 603768 658141 0 0 29771 29063 AUBURN-MIDTOWN AT COST 100000 95254 THRU ENERGY TRANSFER LP 380 380 380 THRU PLAINS ALL AMERICAN PIPELINE 598 598 598 THRU AUBURN -4746 -4746 -4746 BASIS ADJUSTMENTS 10989 2020 BALANCE DUE 217 0 0 EXSICE TAX 1960 0 0