Beth Francine Bloom

2019

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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.

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