2024-07-17T06:28:25-05:00 2023-12-31 231518888 MAILLIE LLP 500 NORTH LEWIS RD LIMERICK PA 19468 990PF 2023-01-01 236289693 SOL & NAOMI BERMAN CHARITABLE FOUNDATION SOL& 6105859648 PO BOX 1210 POTTSTOWN PA 19464 ALLEN BERMAN PRESIDENT 6105859648 2024-07-11 1 ALLEN BERMAN 999009999 0 WILLIAM BRESLAWSKI JR CPA P01437547 6109351420 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 149577 X X 1631 1631 3957 21074 3957 5588 5588 0 0 0 3500 0 0 1874 1874 0 5374 1874 0 8100 8100 13474 1874 8100 -7886 3714 1291 2274 2274 29 29 29 129883 147274 147274 131174 149577 149577 0 0 X 0 0 0 0 131174 149577 131174 149577 131174 149577 131174 -7886 26289 149577 0 149577 APPLE 2018-08-22 2023-03-14 3774 1346 2428 2428 APPLE 2019-02-04 2023-12-18 1953 427 1526 1526 VANECK 2021-09-02 2023-03-14 6929 7672 -743 -743 VANECK 2021-09-02 2023-12-18 8418 7672 746 746 3957 52 0 52 0 52 850 0 0 0 850 0 798 798 0 0 0 0 0 0 0 0 0 0 0 1 1 PA DE 1 0 0 0 0 1 N/A ALLEN BERMAN 6105859648 PO BOX 1210 POTTSTOWN PA 19464 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ALLEN S BERMAN PO BOX 1210 POTTSTOWN PA 19464 PRESIDENT 3.00 0 0 0 NONE 0 NONE 0 0 137145 7750 0 144895 0 0 144895 2173 142722 7136 7136 52 52 7084 0 7084 0 7084 8100 0 8100 7084 0 0 2612 2612 8100 0 0 0 7084 1016 0 0 3628 0 0 0 0 0 0 0 3628 2612 1016 X ANN NORTON SCULPTURE GARDENS 253 BARCELONA RD WEST PALM BEACH FL 33401 PC UNRESTRICTED 2500 FOUNDATION FOR POTTSTOWN EDUCATION 230 BEECH STREET POTTSTOWN PA 19464 PC UNRESTRICTED 1000 GOOD SHEPHERD 850 SOUTH 5TH STREET ALLENTOWN PA 18103 PC UNRESTRICTED 1100 NORTON MUSEUM OF ART 1450 S DIXIE HWY WEST PALM BEACH FL 33401 PC UNRESTRICTED 2500 RONALD MCDONALD HOUSE 3925 CHESTNUT STREET PHILADELPHIA PA 19104 PC UNRESTRICTED 1000 8100 0 14 1631 18 3957 0 5588 0 5588 0 0 0 0 0 0 0 0 0 0 ACCOUNTANT 3500 0 0 THE ORGANIZATION ELECTS TO APPLY PART OF THE QUALIFYING DISTRIBUTIONS TO THE AMOUNT OF UNDISTRIBUTED INCOME REMAINING FROM YEARS BEFORE 2021 ($5,198). ALL OTHER DISTRIBUTIONS SHOULD BE APPLIED TO UNDISTRIBUTED INCOME FROM 2021 AND THEN TO 2022 REQUIRED DISTRIBUTIONS. INVESTMENT ACCOUNT AT COST 147274 147274 UNREALIZED GAIN ADJUSTMENT 26289 INVESTMENT FEES 1441 1441 0 REGISTERED AGENT FEE 433 433 0