Beth Francine Bloom
2016Annual
Ask Donna
Pull out the substance of this filing.
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.