2025-03-07T04:01:37-08:00 2024-11-30 ROBERT L SCHULTZ CPA 525 MAIN ST GLENDORA NJ 08029 990PF 2023-12-01 650112893 CELIA WACHS BERMAN FOUNDATION INC CO JANIS MILSTEIN CELI 6105808115 710 PERIWINKLE LANE WYNNEWOOD PA 19096 JANIS MILSTEIN DIRECTOR 6105808115 2025-03-07 true true Robert L Schultz CPA P00363704 8563136015 2025-03-07 X 2023 2025-03-06 01:10:19Z X 42397 X 0 X 443 443 0 5120 42010 5120 0 0 5563 5563 0 0 0 0 0 0 450 450 450 450 0 0 0 271 271 271 271 721 721 721 721 2155 2155 2876 721 721 2876 2687 4842 0 36797 707 707 0 0 0 38803 41690 0 0 0 0 0 0 36797 39510 42397 0 0 0 0 0 X 36797 39510 36797 39510 36797 39510 36797 2687 26 39510 39510 CAPITAL GAIN DIVIDENDS P 2021-12-31 2023-12-31 1306 0 0 1306 0 0 0 1306 75 SHS HAVERFORD QUALITY GROWTH P 2021-12-31 2024-05-28 1800 0 1677 123 0 0 0 123 75 SHS HAVERFORD QUALITY GROWTH P 2021-12-31 2024-06-25 38904 0 35213 3691 0 0 0 3691 5120 67 0 67 0 67 0 67 0 false false false false false false false true true true false false false false false N/A JANIS MILSTEIN 6105808115 710 PERIWINKLE LANE WYNNEWOOD PA 190961650 false false false false false false false false true 2021 2019 2018 2017 true false false false false false false false false false false false false false JANIS MILSTEIN 710 PERIWINKLE LANE WYNNEWOOD PA 19096 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 N/A 0 N/A 0 0 34114 19614 0 53728 0 53728 806 52922 2646 2646 67 67 2579 2579 2579 2876 0 2876 2579 0 2021 2019 12641 0 0 0 0 1132 1132 2876 0 0 0 2876 1132 1132 2876 12641 12641 0 1447 0 2876 0 0 0 0 2876 X PCOM FOUNDATION 4180 CITY AVENUE PHILADELPHIA PA 19131 PUBLICCHARITY INTENDED CHARITABLE PURPOSE 100 PENN WYNNE LIBRARY 130 OVERBROOK PARKWAY PENN WYNNE PA 19096 PUBLICCHARITY INTENDED CHARITABLE PURPOSE 50 NARBERTH AMBULANCE 101 SIBLEY AVENUE ARDMORE PA 19003 PUBLICCHARITY INTENDED CHARITABLE PURPOSE 75 FOX CHASE CANCER CTR 333 COTTMAN AVENUE PHILADELPHIA PA 19111 PUBLICCHARITY INTENDED CHARITABLE PURPOSE 25 MAIN LINE HEALTH 100 E LANCASTER AVENUE WYNNEWOOD PA 19096 PUBLICCHARITY INTENDED CHARITABLE PURPOSE 525 JEWISH FEDERATION OF READING 1100 BERKSHIRE BLVD WYOMISSING PA 19610 PUBLICCHARITY INTENDED CHARITABLE PURPOSE 50 UM SYLVESTER COM CANCER CTR PO BOX 248073 CORAL GABLES FL 33124 PUBLICCHARITY INTENDED CHARITABLE PURPOSE 25 HAR ZION SYNAGOGUE & TORAH FUND 1500 HAGYS FORD ROAD PENN VALLEY PA 19072 PUBLICCHARITY INTENDED CHARITABLE PURPOSE 1055 LOWER MERION TOWNSHIP 75 E LANCASTER AVENUE ARDMORE PA 19003 PUBLICCHARITY INTENDED CHARITABLE PURPOSE 250 2155 14 443 14 3814 1306 4257 1306 5563 4 & 8 EARNINGS ON INVESTMENTS PROVIDE FUNDS WHICH ENABLE THE FOUNDATION 4 & 8 TO MAKE CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS. false false false false false false false false false false 75 SHS HAVERFORD QUALITY GROWTH 2022-06 Purchased 2024-05 1800 1677 123 1580 SHS HAVERFORD QUALITY GROWTH 2022-06 Purchased 2024-06 38769 35213 3556 6 SHS HAVERFORD QUALITY GROWTH 2024-06 Purchased 2024-06 135 135 CAPITAL GAINS DIVIDENDS 1306 1306 MSCI USA QUALITY FACTOR ETF 38803 41690 ADVISORY FEES 271 271 271 271 ADJUSTMENT TO PY BALANCE 26