Beth Francine Bloom
2018
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Pull out the substance of this filing.
What was filed
88
investments
1
positions
0
gifts
1
agreements
10
debts
0
reimbursements
0
income
1
spouse income
Named parties
- Children's Craniofacial Association, Miami Children's Hospital
- Ibena Bank
- Bank United
- City National Bank
- Iberia Bank
- Mercantile Bank
- City National
- Distribution from The Koniver Stern Group, Inc
As filed
74, — Distribution
Investment Property #8, Miami Beach, Florida — Rent
Investment Property #1, Miami Beach, Florida — Rent
Investment Property #2, Miami Beach, Florida — Remt
Investment Property #3, Miami Beach, Florida — Rent
4. — Interest
Investment Property #4, Miami Beach, Florida — Rent
Investment Property #5, Miami Beach, Florida — None
Investment Property #6, Miami Beach, Florida — Rent
Investment Property #7, Miami Beach, Florida — Rent — Sold
Investment Property #9, Miami Beach, Florida — Remt
SRA/Lincoln Theater, LLC, Miami Beach, Florida — Rent
12. — Interest
NDLS Management, LLC, Palm Beach, Florida — None
Joe Acquisitions, LLC, Miami, Florida — Rent
1201 NW 23 Partners. LLC, Miami, Florida — Rent
LMNR Axis Properties, LLC — None — Sold
The Stern Organization — None
Joe Partners. LLLP. Miami. Florida — Interest
Joe Management LLC (X) — Interest
American Funds Europacific Growth Fund — Int/Div
Invesco Mid Cap Growth Fund — Int/Div
MFS Mass Investors Growth Stock Fund — Int/Div
Vanguard Total Stock Market Fund — Int/Div
VALIC Fixed Interest Option — Interest
Wells Fargo Adv. Opportunity Fund — Int/Div
Citibank. Cash Account — Interest
Citibank, Cash Account — Interest
Citibank, Cash Account — Interest
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
Bank United, Cash Account — Interest
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
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 Tax Managed Large Cap Fund Class F — Int/Div — Sold (part)
SEI Institutional Managed Trust Tax Managed Large Cap Fund Class F — Distribution — Sold (part)
SEI Institutional Managed Trust Tax. Managed Small/Mid Cap Fd Class F — Int/Div
OR, — Distribution
SEI Insututional International Trust International Equity Fd Class F — Int/Div
SEI Institutional International Trust Emerging Mkts Equity Fd Class F — Int/Div
SEI Tax Exempt Trust Intermediate-Term Municipal Fund Class F — Int/Div
72. — Istribunon
SEI Institutional Managed Trust High Yield Bond Fund Class F — Int/Div
SEI Institutional International Trust Intl Fixed Income Fund Class F — Int/Div
76. — Distribution
SEI Institutional International Trust Emerging Mkts Debt Fd Class F — Int/Div
SEI Instituional Managed Trust Multi: Strategy Alt Fund Class F — Int/Div
79. — Distribution
SEI Daily Income Trust Government Fund Class CAA — Int/Div
SEI Daily Income Trust Government Fund Class F — Int/Div
SEI Daily Income Trust Government Fund Class CAA — Int/Div
SEI Daily Income Trust Government Fund Class — Int/Div
SEI Daily Income Trust Government Fund Class — Int/Div
Fidelity Govt, MMKT Capital Researves CL — Int/Div
CIM COML TR CORP COM — Int/Div
Motorola Solutions Inc COM New — Int/Div
Investco American Franchise Fund CL A — Int/Div
Secretary, Children's Craniofacial Association, Miami Children's Hospital
Agreement — 0120/1995 — State of Florida, Division of Retirement Pension Plan, payable upon retirement
Liability — Ibena Bank — Mortgage, Investment Property #1, Mian Beach, Florida (Part VII, Line 1)
Liability — Bank United — Mortgage, [Investment Property #2, Miami Beach, Florida (Part VII, Line 2)
Liability — City National Bank — Mortgage, Investment Property #3, Miami Beach, Florida (Part VII, Line 1)
Liability — Iberia Bank — Mortgage, Investment Property #4, Miami Beach, Florida (Part VII, Line Sy
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 a
Liability — Iberia Bank — Mortgage, Investment Property #8, Miami Beach, Florida (Part VII, Line 9)
Liability — City National Bank — Mortgage, [Investment Property #9, Miami Beach, Florida (Part VII, Line 10
Liability — Mercantile Bank — Mongage, SRA/Lincoln Theater, LLC (Part VII, Line 11)
Liability — City National — Mortgage, 1201 NW 23 Partners, LLC (Part VIL, Line 15)
Spouse's income — 2018 — Distribution from The Koniver Stern Group, Inc
VI. Liabilities
Line 7 from prior year report is N/A, the investment was sold in 2018 - Mortgage, Investment Property #7 Miami Beach, Florida (Part VII, Line 8).
Line 12 from prior year report was paid off in 2018 - Mortgage, Joe Acquisitions (Part VIL Line 14).
VIL. Investments and Trusts
Line 19 was accidentally omitted from the 2017 report
Line 29 was reported as Gibraltor Bank in the 2017 report, however, Iberia Bank acquired Gibraltor Bank and its accounts in 2018
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.