2024-11-12T05:00:29-08:00 2023-12-31 232932357 Chisler Marx & Company 5408 Clairton Blvd Suite 100 Pittsburgh PA 15236 990PF 2023-01-01 232641004 The Bernard W and Bernadette Loeb Charitable Foundation BERN 6105170091 3651 N Grayhawk Loop Lecanto FL 34461 Josephine A Szmuc President 2024-11-11 true true BERNARD J MARX P00952218 4128842012 2023 2024-10-15 13:58:12Z X 399954 X X 83 83 83 5576 5576 5576 21338 58784 21338 1110 26997 26997 6769 10000 938 938 1657 1657 3445 3445 1061 1061 1469 1469 18570 8570 0 21895 21895 40465 8570 21895 -13468 18427 6769 11206 2563 2563 370659 397391 397391 381865 399954 399954 0 X 589060 589060 -207195 -189106 381865 399954 381865 399954 381865 -13468 31557 399954 399954 Accenture PLC Ireld Cl A P 2023-01-05 2023-10-17 7721 6611 1110 1110 Amcap F2 P 2010-03-16 2023-11-20 500 235 265 265 Coca Cola Company P 2019-06-17 2023-11-20 115 102 13 13 X Trckrs MSCI E /Mkts P 2017-03-28 2023-11-20 5146 4738 408 408 X Trackers Rusl Mult ETF P 2017-03-26 2023-11-20 5576 3550 2026 2026 X Trckrs MSCI Europe ETF P 2017-03-28 2023-01-05 6818 5476 1342 1342 Europacific Grw F2 P 2012-03-02 2023-01-05 5000 4383 617 617 Europacific Grw F2 P 2013-11-05 2023-11-20 1000 818 182 182 Hrtfrd US Smcp Opp P 2022-03-17 2023-11-20 486 560 -74 -74 Ishs S&P 500 Grw Idx P 2016-12-07 2023-11-20 4353 1807 2546 2546 Ishs S&P 500 Val IDX P 2016-12-07 2023-11-20 3271 2017 1254 1254 Ishs Core S&P Smcp P 2016-12-07 2023-11-20 2319 1643 676 676 MA Invs Tr I P 2010-03-16 2023-11-20 7394 3784 3610 3610 Transamr M/C Val Opp P 2022-07-14 2023-11-20 1169 1187 -18 -18 Virtus Kar Qlty Smcp P 2018-08-13 2023-11-20 633 535 98 98 Capital Gain Dividends 7283 21338 1110 256 256 256 350 350 94 0 94 false false false false false false false false true true false false false false true N/A Josephine Szmuc 6105170091 3651 N Grayhawk Loop Lecanto FL 34461 false false false false false false false false false false false false false false false false false false false false false false Josephine A Szmuc 3651 N Grayhawk Loop Lacanto FL 34461 President 30.00 10000 Susan A Walker-Russo 106 Bernard Court Wayne PA 19087 Vice President 0.00 0 Catherine Bowles 1672 W DOE Run Road Kennet Square PA 19348 Treasurer 0.00 0 Maria Zack 39 Richard Lee Lane Phoenixville PA 19460 Secretary 0.00 0 Thomas E Brown 821 Eagle Point Road Canonsburg PA 15317 Officer 0.00 0 NONE NONE 0 6885 384025 390910 0 390910 5864 385046 19252 19252 256 256 18996 18996 18996 21895 21895 18996 8716 8716 21895 0 18996 2899 11615 0 11615 8716 2899 X Josephine Szmuc 3651 N Grayhawk Loop LeCanto FL 34451 3013344007 jaszmuc@gmail.com None None None Homeless Empowerment Program 1120 Betty Ln Clearwater FL 33755 None PC Provide Fresh Food to the Indignant 5000 Rolling Harvest Food Rescue PO Box 693 New Hope PA 18938 None PC Provide Fresh Food to reduce food insecurity 5000 Little Sisters of the Poor Holy Fam 5300 Chester Ave Philadelphia PA 19143 None PC Indignant Elderly Housing 5295 The Path Mission 21 S Melbourne Street Beverly Hills FL 34465 None PC Support of Homeless Shelter 300 The Fund for Women Girls 113 E Evans St Matlack Building West Chester PA 19380 None PC Provide Opportunities and Resources 3000 Garden of Health 201 Church Rd North Wales PA 19454 None PC Provide Fresh Food to reduce food insecurity 3000 Friends of the Everglades 3727 SE Ocean Blvd Stuart FL 34996 None PC Preserve, Protect & Restore The Everglades 300 21895 14 83 14 5576 18 21338 26997 26997 false false false false false false false false false false ADP Payroll Fee 507 507 0 0 Prof. Fees (CPA) 1150 1150 0 0 Boal & Associates 938 938 0 0 Software (Adobe) 250 250 Website and Domain Hosting 1219 1219 Consulting fees 3306 3306 0 0 Prof. Fees (LLC Fee to state of FL) 139 139 0 0 ADP Taxes 765 765 Foreign Tax 46 46 IRS 250 250