2025-03-26T13:59:13-05:00 2024-12-31 591818353 KAUFMAN ROSSIN & COPA 3310 MARY STREET SUITE 501 MIAMI FL 33133 990PF 2024-01-01 261612816 THE BARED FAMILY FOUNDATION BARE 3056611418 1550 MADRUGA AVENUE 403 CORAL GABLES FL 33146 JOSE P BARED AUTHORIZED OFFICER 3056611418 2025-03-26 1 1 J MICHAEL CUSTER P00262706 3058585600 2025-03-26 2024 2025-03-06 01:10:19Z X 938144 X X 18171 18171 0 18171 18171 19100 9550 9550 2667 1334 0 6315 6315 0 250 0 0 4545 0 0 32877 17199 9550 100000 100000 132877 17199 109550 -114706 972 286789 89115 89115 272551 355519 791682 62199 62199 57347 621539 506833 938144 0 0 X 621539 506833 621539 506833 621539 506833 621539 -114706 0 506833 0 506833 14 0 14 0 14 253 0 0 0 253 0 239 239 0 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 0 0 0 1 N/A JOSE P BARED 8007263276 18001 OLD CUTLER ROAD PALMETTO BAY FL 33157 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JOSE P BARED 9025 ARVIDA DRIVE MIAMI FL 33156 DIRECTOR 1.00 0 0 0 IVETTE GARRIGO 5800 SW 111TH TERRACE MIAMI FL 33156 DIRECTOR 1.00 0 0 0 PATRICIA BARED 11771 SW 72ND PLACE MIAMI FL 33156 DIRECTOR 6.00 19100 0 0 NONE 0 NONE 0 0 752889 139524 0 892413 0 0 892413 13386 879027 43951 43951 14 14 43937 0 43937 0 43937 109550 0 109550 43937 0 0 13860 13860 109550 0 0 0 43937 65613 0 0 79473 0 0 0 0 0 0 0 79473 13860 65613 JOSE P BARED X UNIVERSITY OF MIAMI 1320 S DIXIE HWY CORAL GABLES FL 33146 N/A SCHOOL CHARITABLE DONATION 100000 100000 0 14 18171 0 18171 0 18171 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 2667 1334 0 GS HIGH YIELD FUND 62199 57347 RUSSELL 1000 GROWTH INDEX FUND 123154 448966 RUSSELL 1000 VALUE INDEX FUND 126760 222341 RUSSELL 2000 INDEX FUND 8898 11513 RUSSELL 2000 VALUE INDEX FUND 13740 14775 S&P 500 INDEX FUND (SPDR) 82967 94087 LICENSES AND FEES 45 0 0 OFFICE EXPENSES 4500 0 0 INVESTMENT MANAGEMENT FEES 6315 6315 0 FEDERAL TAX PAYMENTS 250 0 0