2025-10-27T16:44:41-05:00 2024-12-31 331197384 ANDERSEN TAX LLC 1 NORTH CLEMATIS STREET SUITE 110 WEST PALM BEACH FL 33401 990PF 2024-01-01 832618863 THREE OPINIONS FOUNDATION INC THRE 5618056550 1 N CLEMATIS STREET 110 WEST PALM BEACH FL 33401 MELISSA EPSTEIN DIRECTOR 5618056550 2025-09-02 1 0 ALLISON D DAVIS P00641426 5618056550 2024 2025-03-06 01:10:19Z X 10615699 X 0 X 105752 105752 374331 374331 69037 2012241 69037 549120 549120 0 0 0 785 0 785 3406 3406 0 31151 15010 3265 35342 18416 4050 575684 575684 611026 18416 579734 -61906 530704 14810 167967 167967 7353841 2073024 2091428 1686691 6354318 6972003 913044 1314063 1384301 10238 7346 0 9978624 9916718 10615699 0 0 X 0 0 0 0 9978624 9916718 9978624 9916718 9978624 9916718 9978624 -61906 0 9916718 0 9916718 JPM SHORT DURATION BD FD #9002 2024-12-31 1190463 1179299 11212 11212 JPM #9002 2024-12-31 401389 366151 35238 35238 JPM #4008 2024-12-31 398801 386247 15422 15422 JPM #4008 2024-12-31 21588 14423 7165 7165 69037 7377 0 7377 0 7377 7626 0 7500 0 15126 0 7749 7749 0 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 0 0 0 1 N/A THREE OPINIONS FOUNDATION INC 5618056550 1 N CLEMATIS STREET STE 110 WEST PALM BEACH FL 33401 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DAVID EPSTEIN 6029 OLD OCEAN BLVD OCEAN RIDGE FL 334355219 DIRECTOR 2.00 0 0 0 MELISSA EPSTEIN 6029 OLD OCEAN BLVD OCEAN RIDGE FL 334355219 DIRECTOR 2.00 0 0 0 NONE 0 NONE 0 0 8672397 1821665 0 10494062 0 0 10494062 157411 10336651 516833 516833 7377 7377 509456 0 509456 0 509456 579734 0 579734 509456 0 0 106348 10813 117161 579734 0 0 0 509456 70278 0 0 187439 0 0 0 0 0 0 0 187439 106348 10813 70278 DAVID EPSTEIN X PELICAN HARBOR SEABIRD STATION 1279 79TH STREET CAUSEWAY MIAMI FL 33138 N/A PC CARING FOR INJURED BROWN PELICANS 130901 TEMPLE EMANU-EL OF PALM BEACH 190 N COUNTY RD PALM BEACH FL 33480 N/A PC GENERAL PURPOSE ANNUAL FUND 9358 JEWISH NATIONAL FUND 42 E 69TH STREET NEW YORK NY 10021 N/A PC GENERAL PURPOSE 200000 PERELMAN PERFORMING ARTS CENTER 251 FULTON STREET NEW YORK NY 10007 N/A PC GENERAL OPERATIONS 50 DOLPHINS CHALLENGE CANCER 347 DON SHULA SR MIAMI FL 33056 N/A PC GENERAL OPERATIONS 100 SICKLE FORWARD 11 E LANNEAU DR GREENVILLE SC 29605 N/A PC GENERAL OPERATIONS 1030 LIFE SCIENCE CARES PO BOX 425486 CAMBRIDGE MA 02142 N/A PC GENERAL OPERATIONS 500 SAN ANTONIO HUMANE SOCIETY 4804 FREDERICKSBURG RD SAN ANTONIO TX 78229 N/A PC GENERAL OPERATIONS 1050 AMERICAN FRIENDS OF UNIT 669 35 CROSSBROOK RD LIVINGSTON NJ 07039 N/A PC GENERAL OPERATIONS 6695 JOURNEY TO LEAD 821 CHESAPEAKE AVE UNIT 5859 ANNAPOLIS MD 21403 N/A PC GENERAL OPERATIONS 100000 CLEVELAND CLINIC FOUNDATION 6801 BRECKSVILLE RD RK1-85 INDEPENDENCE OH 85296 N/A PC HEMATOLOGY RESEARCH 75000 LAUREN'S INSTITUDE FOR EDUCATION 1305 S GILBERT ROAD GILBERT AZ 85296 N/A PC GENERAL PURPOSE 1000 TEMPLE EMANU-EL OF PALM BEACH 190 N COUNTY RD PALM BEACH FL 33480 N/A PC TECHNOLOGY IMPROVEMENTS 50000 575684 0 14 105752 14 374331 18 69037 0 549120 0 549120 0 0 0 0 0 0 0 0 0 0 VANGUARD 500 INDEX-ADM 922908-71-0 421785 635033 UWM HOLDINGS CORP 91823B-10-9 35537 58700 SEER INC 81578P-10-6 94433 69300 TD BANK DD CBEN SPX 500000 496750 ISHARES CORE S&P SMALL CAP 998706 926945 FIDELITY 500 INDEX FUND 616566 758779 FINANCIAL SELECT SECTOR SPDR 152177 187037 SIX CIRCLE MGD EQ US 2100542 2402410 ISHES CORE S&P MIDCAP 98372 107048 FIDELITY INTL INDX 77417 78400 JPMORAGN BETABUILDERS CANADA 121520 132003 SIX CIRCLE MGD EQ INTL 788533 774185 JPMORAGN BETABUILDERS EUROPE 54825 53092 JPMORAGN BETABUILDERS JAPAN 216403 214126 JPMORAGN BETABUILDERS DEVELO 77502 78195 EQUITY FUNDS AT COST 1314063 1384301 LEGAL FEES 785 0 785 OTHER ASSETS 10238 7346 OFFICE EXPENSES & MISC 9561 0 0 AMERICAN EXPRESS FEES 471 0 0 MEALS 1990 0 0 FUEL/TRANSPORTATION 3265 0 3265 FILING FEES 854 0 0 JP MORGAN SERVICE FEE 15010 15010 0 FOREIGN TAX WITHHELD 3406 3406 0