2024-11-14T07:27:09-08:00 2023-12-31 842146654 Koval & Casagrande CPAs PLLC 324 S Service Rd Ste 118 Melville NY 11747 990PF 2023-01-01 137198011 THE ORA LERMAN CHARITABLE TRUST ORAL 6508544596 160 ERICA WAY PORTOLA VALLEY CA 94028 DAVID OSTWALD Trustee 2024-11-14 true true ANTHONY CASAGRANDE P00433025 6313936666 2023 2024-10-15 13:58:12Z X 840387 X X 7938 7938 7938 -6163 61785 50689 50689 52464 58627 7938 2180 2180 2500 2500 6848 6848 6034 156286 156286 173848 0 167814 3250 3250 177098 0 171064 -124634 58627 7938 73463 7978 7978 234500 234500 234500 420137 476790 476790 201362 80243 127153 121119 121119 855253 840387 840387 0 X 855253 840387 855253 840387 855253 840387 855253 -124634 109768 840387 840387 LONG TERM CAPITAL GAINS DISTRIBUTIONS P 2020-12-31 2023-12-31 9820 9820 9820 100.000 ENVIVA INC P 2022-01-31 2023-07-31 1336 6472 -5136 -5136 250.390 AMERICAN FUNDAMENTAL INVESTORS FUND P 2021-03-18 2023-09-05 17000 17867 -867 -867 203.542 AMERICAN INVESTMENT COMPANY OF AMERICA F P 2022-09-14 2023-11-17 10000 9784 216 216 125.000 ISHARES TR CORE S&P TOTAL US STK P 2022-01-31 2023-10-30 11629 12498 -869 -869 29.599 AMERICAN SMALL CAP WORLD FUND P 2021-12-17 2023-12-14 2000 2358 -358 -358 372.439 TRANSAMERICA CAPITAL GROWTH FUND P 2020-12-22 2023-07-31 10000 18969 -8969 -8969 Wash Sale 154 -6009 815 815 815 3000 3000 X 47 2138 2138 false false false false false false false false true true false false false false true N/A DAVID F OSTWALD 2126450834 160 ERICA WAY PORTOLA VALLEY CA 94028 false false false false false false false false false false false false false false false false false false false false false false DAVID OSTWALD 160 ERICA WAY PORTOLA VALLEY CA 94028 Trustee 0.00 0 MARGARET MATHEWS BERENSON 325 E 79TH ST 16C NEW YORK NY 10075 President 0.00 0 ANN SUTHERLAND HARRIS 1315 DENNISTON ST PITTSBURGH PA 15217 Vice President 0.00 0 RACHEL SELEKMAN 404 HANCOCK ST BROOKLYN NY 11216 Trustee 0.00 0 ILENE SUNSHINE 825 WEST END AVE 11G NEW YORK NY 10025 Treasurer 0.00 0 GAIL SHAW-CLEMMONS 3012 P ST SE WASHINGTON DC DC 20020 Treasurer 0.00 0 ROBERT ZAKANITCH 9 WOODWORTH AVE YONKERS NY 10701 Trustee 0.00 0 NONE NONE Soaring Gardens Artists Retreat in Laceyville, PA, offers visual artists, writers, composers, and instrumentalists a quiet country setting for two- to five-week residencies to focus on their creative endeavors. Soaring Gardens has no fees, makes no demands, and there are no intrusions from the administrationonly the studios, gardens, deer, other creatures, and time. All direct charitable expenses are in support of this activity. 171064 457981 39157 0 497138 0 497138 7457 489681 24484 24484 815 815 23669 23669 23669 171064 171064 23669 57724 113904 67576 86689 325893 171064 0 23669 147395 473288 0 473288 57724 113904 67576 86689 147395 X ARIT ETUKUDO 1111 PARK AVE APT 406 BALTIMORE MD 21201 SCHOLARSHIP 500 EBERE AGWUNCHA 3812 N PINE GROVE AVE CHICAGO IL 60613 SCHOLARSHIP 500 APPECHYA GURUNG 2 BEAUMONT PLC BRIGHTVIEW RD WATFORD HEREFORSHIRE UK WD18 OAJ SCHOLARSHIP 500 AHIMSA BODHRAN 2923 E 102 ST TULSA OK 74137 SCHOLARSHIP 500 RASHA ABULHADI 1400 IRVING ST SW APT 611 WASHINGTON DC 20010 SCHOLARSHIP 500 JESSICA MEHTA 1181 NW JACKSON ST HILLSBORO OR 97124 SCHOLARSHIP 250 SARAH ULMES 880 WORCESTER AVE PASADENA CA 91104 SCHOLARSHIP 500 3250 14 7938 15 50689 18 -6163 52464 52464 false false false false false false false false false false ACCOUNTING FEES 2180 0 0 2180 '99 IMPROVEMENT 1999-06-01 19379 14104 SL 0.0256 497 NEW STUDIO CONSTRUCTION 2000-06-30 15000 10457 SL 0.0256 385 NEW ROOF 2000-06-30 15000 10457 SL 0.0256 385 STRUCTURE IMPROVEMENTS 2001-07-01 2896 1929 SL 0.0256 74 BUILDING IMPROVEMENTS 2002-04-01 12500 6648 SL 0.0256 321 NEW WINDOWS 2011-07-01 5000 2089 SL 0.0364 182 NEW WINDOWS 2 2012-05-01 3500 958 SL 0.0256 90 ROOF 2017-07-01 14250 2001 SL 0.0256 365 IMPROVEMENTS 2017-07-01 8000 1123 SL 0.0256 205 SEPTIC SYSTEM 2000-07-31 9220 6399 SL 0.0256 236 FRIDGE 2017-07-01 635 600 200DB 0.6667 23 CURTAINS 2022-07-01 3826 547 200DB 0.2449 937 EQUIPMENT 2022-07-01 1717 245 200DB 0.2449 420 IMPROVEMENTS 2022-07-01 74666 879 SL 0.0256 1914 Furniture and Fixtures 3826 1484 2342 2342 Machinery and Equipment 27345 23696 3649 3649 Improvements 170191 55063 115128 115128 ADMINISTRATOR 20639 20639 ADVERTISING 613 613 ADVISORY FEES 4687 4687 ARCHIVING SERVICES 2695 2695 AUTOMOBILE 5823 5823 BANK CHARGES 120 120 CLEANING 3301 3301 DUES & SUBSCRIPTIONS 454 454 EDITING 1250 1250 ELECTRIC 763 763 EQUIPMENT 3023 3023 EXTERMINATING 1057 1057 GARBAGE 436 436 GARDENING 6251 6251 GIFTS 250 250 INSURANCE 342 342 INTERNET 4120 4120 JUROR STIPEND 5000 5000 LANDSCAPING 22753 22753 MAINTENANCE 24262 24262 MEALS 1427 1427 MISCELLANEOUS 1172 1172 OFFICE 1040 1040 PAINTING CATALOGUE 722 722 PAINTING MOVER 94 94 PAYROLL EXPENSES 22864 22864 POSTAGE 315 315 RESIDENCY EXPENSES 3936 3936 SOCIAL MEDIA MANAGEMENT 4620 4620 STORAGE 4709 4709 SUPPLIES 1402 1402 TELEPHONE 970 970 TRAVEL 100 100 UTILITIES 1114 1114 WEBSITE 3962 3962 Other Investment Income 50689 50689 OUTSIDE CONTRACT SERVICES 2500 0 0 2500 INCOME TAX 2206 2206 REAL ESTATE TAXES 4642 4642