Beth Francine Bloom

2016Annual

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Pull out the substance of this filing.

Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

  • 81

    investments

  • 1

    positions

  • 0

    gifts

  • 1

    agreements

  • 10

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Children's Crumofucial Association, Mum Children’s Hospital
  • Sabadell United Bank
  • Bank United
  • City National Bank
  • City National
  • Distribution from The Koniver Stem Group, Inc

As filed

Investment Property #1, Miami Beach, Florida — Rent

Investment Property #2, Miami Beach, Florida — Rent

Investment Property #3, Miami Beach, Florida — Rent

Investment Property #4, Miami Beach, Florida — Reat

Investment Property #5, Miami Beach, Florida — Rent

Investment Property #6, Miami Beach, Florida — None

Investment Property #7, Miami Beach, Florida — Rent

Investment Property #8, Miami Beach, Florida — Reat

Investment Property #9, Miami Beach, Florida — Rent

Miami Beach, LLC — Rent

Palm Beach, LLC — None

Joe Acquisitions, LLC — None — Sold

Joe Acquisitions, LLC — None — Buy

Joe Acquisitions, LLC — None — Buy

pn Partners, LLC — None — Open

LMNR Axis Properties, LLC — None

The Stern Organization (X) — None

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 — Buy

Citibank, Cash Account — Interest

Citibank, Cash Account — Interest

Citibank, Cash Account — Interest

Gibraltor 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 (X) — Interest

Sabadell Bank, Cash Account — Interest

Sabadell Bank. Cash Account — Interest

Sabadell Bank, Cash Account — Interest

Sabadell Bank. Cash Account — Interest

Sabadell Bank. Cash Account — Interest

Sabadell Bank, Cash Account — Interest

Sabadell Bank, Cash Account — Interest

Sabadell Bank, Cash Account — Interest

Sabadell 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

The Bancorp Bank, Cash Account — Interest

TD Bank. Cash Account — Interest

SEI Institutional Managed Trust Tax. Managed Large Cap Fund Class F — Int/Div

SEI Institutional Managed rust Tax Managed Small/Mid Cap Fd Class F — Int/Div

SEI Institutional 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 — Sold (part)

0. — Iistnbution

SEI Institutional Managed Trust High Yield Bond Fund Class F — Int/Div

SEI Institutional International Trust Intl Fixed Income Fund Class F — Int/Div — Sold (part)

73, — 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

SEI Daily Income Trust Government Fund Class CAA — Int/Div

SEI Tax Exempt Trust Tax Free Fund Class A — Int/Div — Sold

SEI Daily Income Trust Government Fund Class F — Int/Div — Buy

SEI Daily Income Trust Government Fund Class CAA — Int/Div — Buy

SEI Daily Income Trust Government Fund Class — Int/Div — Buy

SEI Daily Income Trust Government Fund Class — Int/Div — Buy

Secretary, Children's Crumofucial Association, Mum Children’s Hospital

Agreement — 01/20/1995 — State of Flonda, Division of Retirement Pension Plan, payable upon retirement

Liability — Sabadell United Bank — Mortgage, Investment Property #1, Miami Beach, Florida (Part VII, Line n

Liability — Bank United — Mortgage, Investment Property #2, Miami Beach, Flonda (Part VII, Line 2)

Liability — City National Bank — Mortgage, Investment Property #3, Miami Beach, Flonda (Part VII, Line 3

Liability — Sabadell United Bank — Mortgage, Investment Property #4, Miami Beach, Florida (Part VII, Line 4)

Liability — City National Bank — Mortgage, Investment Property #5, Miami Beach, Florida (Part VII, Line 3]

Liability — City National Bank — Mortgage, Investment Property #6. Miami Beach, Flonda (Part VII, Le 6)

Liability — Sabadell United Bank — Mortgage, Investment Property #7 Miami Beach, Florida (Part VII, Line ri]

Liability — Sabadell United 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 — City National — Mortgage, Joe Acquisitions (Part VII, Line 13 & 14)

Spouse's income — 2016 — Distribution from The Koniver Stem Group, Inc

V1. Liabilities

Line 12 from the 2015 report, Mortgage with Gibraltar Bank- property was sold in 2016 so this mortgage no longer exists, you will see the property disposition in

part VIL. Line 12.

Line 12 in this years report is a new mortgage for 2016

VIL Investments and Trusts

Line 12 sale is regarding sale of a property under this entity for which [00 held mortgage liability, purchases are regarding two new properties for which 000

holds mortgage liability

Line 17 was accidentally omitted from the 2015 report

Line 49 was below reporting threshold last year

Lines 61 and 62, C1 Bank was acquired by Bunk of Ozarks

AMENDED ITEMS Part VII Investments and Trusts

Line 16 from the original 2016 report (prior to the amendment) was omitted for the amendment from part VII, as requested, because it belongs in part 11. The

Koniver Stern Group, Inc. is an S-corporution in which the /70 has ownership and receives a K-1, This was discussed over the phone with an examiner for the

Committee on Financial Disclosure and decided thusly,

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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