Beth Francine Bloom
2019
Ask Donna
Pull out the substance of this filing.
What was filed
97
investments
1
positions
0
gifts
1
agreements
12
debts
0
reimbursements
0
income
1
spouse income
Named parties
- Children's Craniofacial Association, Miami Children's Hospital
- Bank United
- Iberia Bank
- City National Bank
- Wells Fargo - Changed from Iberia Bank
- Mercantile Bank
- City National
- Wells Fargo Bank
- Distribution from The Koniver Stern Group, Inc.
As filed
Investment Property #1, Miami Beach, FL — Rent — Sold
Investment Property #2, Miami Beach, FL — Rent
Investment Property #3, Miami Beach, FL — Rent
Investment Property #4, Miami Beach, FL — Rent
Investment Property #5, Miami Beach, FL — Rent
Investment Property #6, Miami Beach, FL — Rent
Investment Property #8, Miami Beach, FL — Rent
Investment Property #9, Miami Beach, FL — Rent
SRA/Lincoln Theater, LLC, Miami Beach, FL — Rent
NDLS Management, LLC, Palm Beach, FL — Distribution
Joe Acquisitions, LLC, Miami, FL — Rent
1201 NW 23 Partners, LLC, Miami, FL — Rent
The Stern Organization — Distribution
Joe Partners, LLLP, Miami, FL — Interest
Joe Management LLC — Interest
Investment Property #10, Orlando, FL — Rent
Investment Property #11, Orlando, FL — Rent
Invetment Property #12, Orlando, FL — Rent
American Funds Europacific Growth Fund — Dividend
Invesco Mid Cap Growth Fund — Dividend
MFS Mass Investors Growth Stock Fund — Dividend
Vanguard Total Stock Market Fund — Dividend
VALIC Fixed Interest Option — Interest
Wells Fargo Adv. Opportunity Fund — Dividend
Citibank, Cash Account — Interest
Citibank, Cash Account — Interest
Citibank, Cash Account — Interest — Closed
Iberia Bank, Cash Account — Interest
Marquis Bank, Cash Account — Interest
Marquis Bank, Cash Account — Interest
Marquis Bank, Cash Account — Interest
Marquis Bank, Cash Account — Interest
Marquis Bank, Cash Account — Interest
Marquis Bank, Cash Account — Interest
Marquis Bank, Cash Account — Interest
Professional Bank, Cash Account — Interest
Professional Bank, Cash Account — Interest
Professional Bank, Cash Account — Interest
Professional Bank, Cash Account — Interest
Professional Bank, Cash Account — Interest
Professional Bank, Cash Account — Interest
Wells Fargo Bank, Cash Account — Interest
Wells Fargo Bank, Cash Account — Interest
Wells Fargo Bank, Cash Account — Interest
Wells Fargo Bank, Cash Account — Interest — Closed
Wells Fargo Bank, Cash (X) — Interest
Wells Fargo Bank, Cash Account (X) — Interest
Bank United, Cash Account — Interest — Closed
Bank United, Cash Account — Interest
Bank United, Cash Account — Interest
Bank United, Cash Account — Interest
Bank United, Cash Account — Interest
Iberia Bank, Cash Account — Interest
Iberia Bank, Cash Account — Interest
Iberia Bank, Cash Account — Interest
Iberia Bank, Cash Account — Interest
Iberia Bank, Cash Account — Interest
Iberia Bank, Cash Account — Interest
Iberia Bank, Cash Account — Interest
Iberia Bank, Cash Account — Interest
Iberia Bank, Cash Account — Interest — Closed
City National, Cash Account — Interest
BB&T, Cash Account — Interest
Bank of Ozarks, Cash Account — Interest
Bank of Ozarks, Cash Account — Interest
SEI Institutional Managed Trust DFA US Large Company Portfolio — Dividend — Buy
SEI Institutional Managed Trust Tax- Managed Large Cap Fund Class F — Dividend
SEI Institutional Managed Trust Tax- Managed Small/Mid Cap Fd Class F — Dividend — Sold (part)
SEI Institutional International Trust International Equity Fd Class F — Dividend
SEI Institutional Managed Trust American Funds - New World Fund — Dividend — Buy
SEI Institutional International Trust Emerging Mkts Equity Fd Class F — Dividend — Sold (part)
SEI Tax Exempt Trust Intermediate-Term Municipal Fund Class F — Dividend — Sold (part)
SEI Institutional Managed Trust High Yield Bond Fund Class F — Dividend — Buy (add'l)
SEI Institutional Managed Trust High Yield Bond Fund Class F — Distribution — Sold (part)
SEI Institutional Managed Trust TWC Emerging Markets Income Fund — Dividend — Buy
SEI Institutional Managed Trust TIAA- CREF High Yield Fund — Dividend — Buy
SEI Institutional International Trust Intl Fixed Income Fund Class F — Dividend
SEI Institutional International Trust Emerging Mkts Debt Fd Class F — Dividend — Sold
SEI Instituional Managed Trust Multi- Strategy Alt Fund Class F — Dividend — Sold (part)
SEI Daily Income Trust Government Fund Class CAA — Dividend
SEI Daily Income Trust Government Fund Class F — Dividend
SEI Daily Income Trust Government Fund Class CAA — Dividend
SEI Daily Income Trust Government Fund Class — Dividend
SEI Daily Income Trust Government Fund Class — Dividend — Sold
Fidelity Govt. MMKT Capital Researves CL — Interest
CIM COML TR CORP COM — Dividend
Motorola Solutions Inc COM New — Dividend
Investco American Franchise Fund CL A — Distribution
Secretary, Children's Craniofacial Association, Miami Children's Hospital
Agreement — 01/20/1995 — State of Florida, Division of Retirement Pension Plan, payable upon retirement
Liability — Bank United — Mortgage, Investment Property #2, Miami Beach, Florida (Part VII, Line 2)
Liability — Iberia Bank — Mortgage, Investment Property #4, Miami Beach, Florida (Part VII, Line 5)
Liability — City National Bank — Mortgage, Investment Property #5, Miami Beach, Florida (Part VII, Line 6)
Liability — City National Bank — Mortgage, Investment Property #6, Miami Beach, Florida (Part VII, Line 7)
Liability — Wells Fargo - Changed from Iberia Bank — Mortgage, Investment Property #8, Miami Beach, Florida (Part VII, Line 8)
Liability — City National Bank — Mortgage, Investment Property #9, Miami Beach, Florida (Part VII, Line 9)
Liability — Mercantile Bank — Mortgage, SRA/Lincoln Theater, LLC (Part VII, Line 10)
Liability — City National Bank — Mortgage, NDLS Management, LLC (Part VII, Line 12)
Liability — City National — Mortgage, 1201 NW 23 Partners, LLC (Part VII, Line 14)
Liability — Wells Fargo Bank — Mortgage, Invstment Property #10 (Part VII, Line 18)
Liability — Wells Fargo Bank — Mortgage,Investment Property #11 (Part VII, Line 19)
Liability — Wells Fargo Bank — Mortgage, Investment Property #12 (Part VII, Line 20)
Spouse's income — 2019 — Distribution from The Koniver Stern Group, Inc.
VI. Liabilities
Line 1 from prior year report in N/A, the investment was sold in 2019 - Iberia Bank Mortgage, Investment Property #1 Miami Beach, Florida (Part VII, Line 1)
Line 3 from prior year report is N/A, the mortgage loan was paid off in 2019 - City National Bank Mortgage, Investment Property #3, Miami Beach, Florida (Part
VII, Line 3)
Line 10 from prior year report, Lender changed from GJB+REG to City National Bank - Mortgage, NDLS Management, LLC (Part VII, Line 12)
This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.