2025-11-16T13:43:36-06:00 2024-12-31 133624679 DAVID FISCH & CO CPA'S PC 3854 FLATLANDS AVE BROOKLYN NY 11234 990PF 2024-01-01 464433898 Jay & Blum Charity Foundation Inc JAY& 8457827494 26 Ruzhin Rd RMSTE 301 301 Monroe NY 10950 Joel Chaim President 8457827494 2025-11-16 1 1 Avrohom Fisch P01871253 7183384900 2025-11-16 2024 2025-03-06 01:10:19Z X 920610 X 250000 43 43 43 44776 44776 44776 6928 191314 6928 301747 51747 44819 0 0 0 0 5533 5533 0 0 121 21 0 0 5654 5554 0 0 296000 296000 301654 5554 0 296000 93 46193 44819 132002 85900 85900 512379 5489 5489 237 237 237 0 540620 541451 283837 296065 287533 928218 928311 920610 0 0 X 0 0 0 0 928218 928311 928218 928311 928218 928311 928218 93 0 928311 0 928311 Shares redemmed of Franklin BSP Capital Copr 2014-03-17 2024-05-07 2334 3839 -1505 -1505 Short Term covered PNP -027660 2024-01-01 2024-12-31 59695 56027 3668 3668 Long Term Covered PNP-02760 2023-01-01 2024-12-31 100146 91035 9111 9111 Trinity Cap inc 2024-01-24 2024-08-26 7080 6889 191 191 Long Term coveredRTN-03994 2023-01-01 2024-12-31 19342 25598 -6256 -6256 Franklin BSP Rlty Tr Inc Com 2014-03-17 2024-04-18 2713 998 1715 1715 Capital Gains Dividends P 4 4 4 6928 3859 642 0 642 0 642 1274 0 0 0 1274 0 632 632 0 0 0 0 0 0 0 0 0 0 0 0 1 NY 1 0 0 0 1 1 N/A Joel Chaim 8457827494 26 Ruzhin Rd Apt Unit 301 Monroe NY 10950 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Joel Chaim 26 Ruzhin Road Unit 301 Monroe NY 10950 Director 1.00 0 0 0 Blima Chaim 26 Ruzhin Road 301 Monroe NY 10950 Director 0.50 0 0 0 Yoel Werzberger 25 Blueberry Lane Highland Mills NY 10930 Director 0.05 0 0 0 NONE 0 NONE 0 0 816451 38994 0 855445 0 0 855445 12832 842613 42131 42131 642 642 41489 0 41489 0 41489 296000 0 296000 41489 0 0 77874 128295 183012 199704 414969 1003854 296000 0 0 0 41489 254511 0 0 1258365 0 0 0 0 0 0 77874 1180491 128295 183012 199704 414969 254511 Joel Chaim Blima Chaim X Congregation Avnei Tzedek 5 Sanz Ct Monroe NY 109506118 None none To assist in the renovations of a Synagouge 20000 The OJC Fund The Orthodox Jewish Communal Fund 1303 53rd St Brooklyn NY 11219 None None To support Various jewish organization 276000 296000 0 14 43 14 44776 14 6928 0 51747 0 51747 0 0 0 0 0 0 0 0 0 0 X X 1 Joel Blima Chaim 26 Ruzhin Road Monroe NY 10950 250000 X Business Development Corp of America 32960 32960 Benefit Street Partners Realty tr 50530 50530 Advanced Micro Devices 1547 6040 Viacomb CBS Paramount 28827 12134 CoinBase 8630 6952 Ryan Specialty Group 3825 6416 Tg Theraputics Inc 22915 20769 SPDR SER Tr S&P 5941 4053 Lloyd Banking Group 5816 5494 Nvidia 27344 37870 Qualcom 4338 4301 Equities in PNP account 45232 44218 Mutual Funds in PNP Account 21277 19504 ETFs in PNP Account 36883 36292 540620 541451 0 0 Investemnt Fees 5533 5533 0 0 Foreign tax withheld at source 21 21 0 0 State Filing Fees 100 0 0 0