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.

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