2025-11-15T17:42:33-08:00 2024-12-31 Jacob Rosenberg 1705 47th St Brooklyn NY 11204 990PF 2024-01-01 137138977 THE ETZ CHAIM CHARITABLE TRUST ETZC 9292343381 5401 COLLINS AVENUE 825 Miami Beach FL 33140 SAUL WOLF TRUSTEE 9292343381 2025-05-12 true true JACOB ROSENBERG CPA P00982911 7185130353 2025-11-15 X 2024 2025-03-06 01:10:19Z X 49801413 X 65000 X 7 7 3267881 3267881 555505 3181565 555505 0 53212 53212 3941605 3876605 0 0 17675 17675 17675 104666 750 750 0 690906 689848 813247 708273 18425 1910941 1910941 2724188 708273 1929366 1217417 3168332 108882 16358 16359 2465722 1550148 1550148 0 4925036 5064036 5064036 0 37958106 40044621 43170870 0 0 0 0 45457746 46675163 49801413 0 0 0 0 0 X 45457746 46675163 45457746 46675163 45457746 46675163 45457746 1217417 46675163 46675163 2262500 0 2000008 262492 0 0 0 262492 259085 0 198206 60879 0 0 0 60879 659980 0 427846 232134 0 0 0 232134 555505 44040 0 44040 0 44040 66897 0 66897 -66897 X 496 22361 0 22361 false false false false false true true false true true true false false false true true N/A SAUL WOLF 9292343381 5401 COLLINS AVENUE Miami Beach FL 33140 false false false false false false false false false true false false false false false false false false false false false SAUL WOLF 5401 COLLINS AVENUE Miami Beach FL 33140 TRUSTEE 0.00 0 0 0 DEBORAH WOLF 5401 COLLINS AVENUE Miami Beach FL 33140 TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 9484173 3638038 33564646 46686857 0 46686857 700303 45986554 2299328 2299328 44040 44417 88457 2210871 2210871 2210871 1929366 1929366 2210871 1910138 0 0 0 0 0 0 1929366 1910138 0 19228 0 0 0 0 0 2191643 0 0 0 0 0 0 0 X Amidei Zion 1533 48 STREET BROOKLYN NY 11219 PC UNRESTRICTED GRANT TO RELIGIOUS ORGANIZATION 400000 Kollel Zichron Chaim Of Bobov 1533 48TH STREET BROOKLYN NY 11219 PC UNRESTRICTED GRANT TO RELIGIOUS ORGANIZATION 80000 THE DONOR'S FUND INC 328 3RD STREET LAKEWOOD NJ 08701 PC UNRESTRICTED GRANT TOPHILANTHROPIC ORGANIZATION 1325941 Yaldai Zion 4715 15TH AVENUE BROOKLYN NY 11219 PC UNRESTRICTED GRANT 105000 1910941 14 7 14 3267881 14 53212 18 555505 3876605 3876605 false false false false false false false false false false STOCKS 2023-08 Purchased 2024-09 2262500 2000008 Cost 262492 STOCKS 2024-06 Purchased 2024-09 259085 198206 Cost 60879 STOCKS 2019-05 Purchased 2024-11 659980 427846 Cost 232134 Merril Lynch 520748 757132 INVESTMENT IN Schwab One 3900050 4076902 INVESTMENT IN Schwab One 3350691 4426168 INVESTMENT IN E 79TH STREET MEZZ SELECT, LP 2311251 2311251 INVESTMENT IN HGI CREDIT FUND I 6936498 6936498 INVESTMENT IN HGI DEBT PORTFOLIO 9-17, LLC 735693 735693 INVESTMENT IN Harbor Group International Real Estate Securities 2589713 3912113 INVESTMENT IN HGI KFB I, LLC 96470 96470 INVESTMENT IN HGI KFB K30, LLC 10,393 150858 150858 INVESTMENT IN HGI KFB K41, LLC 236377 236377 INVESTMENT IN HGI KFB K45, LLC 77966 77966 INVESTMENT IN HGI KFB KX03, LLC 49479 49479 INVESTMENT IN HGI KFB V, LLC 739058 739058 INVESTMENT IN HGI KFB VII, LLC 216167 216167 MULTIFAMILY CREDIT SELECT FUND, LP 5813295 5813295 HGI SW II, LLC 1032485 1032485 INVESTMENT IN NE-SW DEBT HOLDINGS, LP 540658 540658 INVESTMENT IN NOTE HOLDINGS TE, 1011410 1011410 INVESTMENT IN OH-CT DEBT SELECT 0 0 INVESTMENT IN SUNBELT INVESTOR HOLDCO 2880886 3232686 INVESTMENT IN SW PARKLINE 4308000 4308000 360 Lexington Avenue Holdings 349898 349898 Chalres Schwab 5049-4749 382686 346022 HGI COMMERCIAL CREDIT FUND II, 1275451 1275451 JST CAPITAL FUND LP 538833 538833 Account Management Fees 50634 50634 E 79TH STREET MEZZ SELECT, LP 32745 32745 HGI CREDIT FUND I 27377 27377 HGI DEBT PORTFOLIO 9-17, LLC 9435 9435 HGI KFB I, LLC 1845 1845 HGI KFB K30, LLC 10,393 3160 3160 HGI KFB K41, LLC 2734 2734 HGI KFB K45, LLC 1124 1124 HGI KFB KX03, LLC 1562 1562 HGI KFB V, LLC 8392 8392 HGI KFB VII, LLC 3501 3501 MULTIFAMILY CREDIT SELECT FUND, LP 343973 343973 NE-SW DEBT HOLDINGS, LP 4834 4834 NOTE HOLDINGS TE, 38018 38018 OH-CT DEBT SELECT 7723 7723 HGI COMMERCIAL CREDIT FUND II, 130618 130618 JST CAPITAL FUND LP 22173 22173 Bank Service Charges 192 360 LEXINGTON AVENUE HOLDINGS, 866 SW AB PARKLINE 48424 48424 HGGP Capital 4788 4788 FEDERAL EXCISE TAXES 103916 NYS Tax 750 750 750