2025-08-12T15:28:07-05:00 2025-06-30 592701990 SHORSTEIN & SHORSTEIN PA 8265 BAYBERRY ROAD JACKSONVILLE FL 32256 990PF 2024-07-01 593613920 BERMAN FAMILY FOUNDATION INC BERM 9047391311 2500 EVERGREEN AVENUE JACKSONVILLE FL 322063127 ROCHELLE B STODDARD PRESIDENT 9047391311 2025-08-12 1 0 JAKOB TRASK P02325820 9047391311 2024 2025-03-06 01:10:19Z X 3460845 X 5000 328 328 70716 70716 114907 614406 114907 17 17 190968 185968 0 0 0 516 453 0 23047 23047 0 23563 23500 0 164000 164000 187563 23500 164000 3405 162468 89516 37382 37382 101649 158645 158841 855803 870382 1655999 175703 169528 180732 970116 960255 1427891 2192787 2196192 3460845 0 0 X 0 0 0 0 2192787 2196192 2192787 2196192 2192787 2196192 2192787 3405 0 2196192 0 2196192 PUBLICLY TRADED SECURITIES 613432 499499 113933 113933 CAPITAL GAINS DIVIDENDS P 974 974 974 114907 2258 0 2258 0 2258 1720 0 0 0 1720 0 538 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 0 0 0 1 NA ROCHELLE STODDARD 9047391311 2500 EVERGREEN AVENUE JACKSONVILLE FL 322063127 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ROCHELLE B STODDARD 2500 EVERGREEN AVENUE JACKSONVILLE FL 322063127 PRESIDENT 0.25 0 0 0 REBECCA JANSSON 2500 EVERGREEN AVE JACKSONVILLE FL 32206 SECRETARY 0.00 0 0 0 ERIC BERMAN 2500 EVERGREEN AVENUE JACKSONVILLE FL 322063127 VP 0.00 0 0 0 DAVID STODDARD 2500 EVERGREEN AVENUE JACKSONVILLE FL 322063127 VICE PRESIDENT 0.00 0 0 0 NONE 0 NONE 0 0 3244146 49183 0 3293329 0 0 3293329 49400 3243929 162196 162196 2258 2258 159938 0 159938 0 159938 164000 0 164000 159938 0 0 30119 30276 19965 80360 164000 0 0 0 159938 4062 0 0 84422 0 0 0 0 0 0 0 84422 30119 30276 19965 4062 ROCHELLE B STODDARD ERIC BERMAN X ALZHEIMER'S ASSOCIATION 225 N MICHIGAN AVE FLOOR 17 CHICAGO IL 60601 N/A PC MEDICAL RESEARCH AND SUPPORT 1000 AMERICAN CIVIL LIBERTIES UNION FOUNDATION FLORIDA 4343 WEST FLAGLER ST STE 400 MIAMI FL 33134 N/A PC DEFEND CIVIL LIBERTIES 1000 AMERICAN FRIENDS OF MAGEN DAVID ADOM 20 W 36TH STREET STE 1100 NEW YORK NY 10018 N/A PC VOLUNTEER MEDICAL 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32256 N/A PC COMMUNITY SERVICES 20000 JEWISH FEDERATION & FOUNDATION OF NORTHEAST FLORIDA 8505 SAN JOSE BLVD JACKSONVILLE FL 32217 N/A PC RELIGIOUS 15000 ONEJAX INC 100 FESTIVAL PARK AVE JACKSONVILLE FL 32202 N/A PC COMMUNITY ENGAGEMENT AND EDUCATION 3000 OREN MARGOL FOUNDATION 812963 BIGGIN CHURCH ROAD SOUTH JACKSONVILLE FL 32217 N/A PC SUPPORT CANCER RESEARCH 1000 RIVER GARDEN 11401 OLD ST AUGUSTINE ROAD JACKSONVILLE FL 32258 N/A PC SENIOR SERVICES 5000 RONALD MCDONALD HOUSE 824 CHILDRENS WAY JACKSONVILLE FL 32207 N/A PC SUPPORT FOR FAMILIES OF SERIOUSLY ILL CHILDREN 1000 SEATTLE COLLEGES FOUNDATION PO BOX 20069 SEATTLE WA 98102 N/A PC SUPPORT INDIVIDUALS WITH DISABILITIES IN EMPLOYMENT 50000 THE COMMUNITY FOUNDATION FOR NORTHEAST FLORIDA 245 RIVERSIDE AVENUE STE 310 JACKSONVILLE FL 32202 N/A PC COMMUNITY SERVICE 1000 THE FOUNDATION OF COMMUNITY HOSPICE & PALLIATIVE CARE 4266 SUNBEAM RD JACKSONVILLE FL 32257 N/A PC MEDICAL SUPPORT FOR THE TERMINALLY ILL 1000 THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL PO BOX 309 CHAPEL HILL NC 27514 N/A PC EDUCATION 1000 UNITED WAY OF NORTHEAST FLORIDA 40 E ADAMS ST STE 310 JACKSONVILLE FL 32202 N/A PC COMMUNITY SERVICES 1000 164000 0 14 328 14 70716 14 17 18 114907 0 185968 0 185968 0 0 0 0 0 0 0 0 0 0 X X 1 ERIC AND POLINA BERMAN 2232 SEGOVIA AVENUE JACKSONVILLE FL 32217 5000 X DOLLAR GENERAL CORP 22647 25599 EXELON CORP 30304 29508 FIFTH THIRD BANCORP FXD TO 092019 VAR THRAFTR 7.6897% 44287 49963 JPMORGAN CHASE & CO FXD TO 062026 VAR THRAFTR 3.65% 43913 44287 MICRON TECHNOLOGY INC 23251 26037 ORACLE CORP 5126 5338 ALPHABET INC CL A 48282 88644 AMAZON COM INC 52365 89950 AMERICAN EXPRESS CO 23665 64115 AMGEN INC 32268 38531 APPLE INC 29404 47394 BANK OF AMERICA CORP 34625 61043 BP PLC ADS 31402 23824 CHARLES SCHWAB NEW 43800 55839 CISCO SYS INC 23364 32262 COMCAST CORP CL A 23752 18131 CVS HEALTH CORP COM 20152 21936 DELTA AIR LINES INC NEW 19274 31967 DIGITAL REALTY TRUST INC 15226 28067 ELI LILLY & CO 12689 10913 JOHNSON & JOHNSON 25310 61100 MC DONALDS CORP 21162 26295 MCKESSON CORP 13999 68149 MEDTRONIC PLC SHS 29641 32340 META PLATFORMS INC CL A 11467 87095 MICROSOFT CORP 16497 130321 NOVARTIS AG ADR 19809 28921 NUTRIEN LTD 14048 21316 NVIDIA CORPORATION 50909 87210 ORACLE CORP 12883 49848 PALO ALTO NETWORKS INC 20941 98227 PROLOGIS INC COM 20913 19973 QUALCOMM INC 19174 22774 RTX CORPORATION 32855 71112 SALESFORCE INC 36300 37359 SHELL PLC ADR 12572 31121 SYNOVUS FINANCIAL CORP 14000 32965 UBER TECHNOLOGIES INC 27511 41705 WALMART INC 30682 68642 WALT DISNEY CO HLDG CO 29441 26910 158645 158841 0 0 COHEN & STEERS LOW DUR P&I AT COST 157737 165175 COHEN & STEERS REALTY SHS INC AT COST 98972 105349 FIDELITY ADV INTL CAP APP I AT COST 98653 117625 INVSC BULLETSHARES 2032 CORP AT COST 84346 89404 ISHARES BARCLAYS 1-3 YR TSY BD AT COST 31626 31653 ISHARES 7-10 TREASRY BD ETF AT COST 60095 60239 ISHARES S&P 500 GRWTH ETF AT COST 35561 156452 ISHARES S&P 500 VAL ETF AT COST 56005 127023 ISHARES S&P MID-CAP 400 G ETF AT COST 12028 68235 ISHARES S&P MID-CAP 400 V ETF AT COST 21704 86506 ISHARES S&P SMALL CAP 600 G ETF AT COST 11841 66520 ISHARES S&P SMLL-CAP 600 V ETF AT COST 19768 59694 MSIF GLOBAL CONCENTRATED I AT COST 199883 234459 WESTERN ASSET CORE BD I AT COST 72036 59557 INVESTMENT EXPENSE 22986 22986 0 ANNUAL FILING FEES 61 61 0 OTHER INCOME 17 17 17 EXCISE TAX 63 0 0 FOREIGN INCOME TAXES 453 453 0