2025-11-20T07:08:25-08:00 2024-12-31 842146654 Koval & Casagrande CPAs PLLC 324 S Service Rd Ste 118 Melville NY 11747 990PF 2024-01-01 137198011 THE ORA LERMAN CHARITABLE TRUST ORAL 4153106415 160 ERICA WAY PORTOLA VALLEY CA 94028 DAVID OSTWALD Trustee 2025-11-20 true true ANTHONY CASAGRANDE P00433025 6313936666 2024 2025-03-06 01:10:19Z X 815225 X X 7214 7214 7214 53566 138806 53566 46897 46897 107677 107677 7214 2150 2150 10091 10091 5635 152265 152265 170141 0 164506 1750 1750 171891 0 166256 -64214 107677 7214 7978 8832 8832 234500 234500 234500 476790 456409 456409 201362 85878 121119 115484 115484 840387 815225 815225 0 X 840387 815225 840387 815225 840387 815225 840387 -64214 39052 815225 815225 LONG TERM CAPITAL GAINS DISTRIBUTIONS P 2021-12-31 2024-12-31 21806 21806 21806 1278.156 AMERICAN GROWTH PORTFOLIO FUND CLASS F-2 P 2021-12-30 2024-05-31 33000 23671 9329 9329 275.789 AMERICAN FUNDAMENTAL INVESTORS FUND P 2019-12-23 2024-06-20 23000 15812 7188 7188 480.662 AMERICAN INVESTMENT COMPANY OF AMERICA F P 2022-12-15 2024-10-21 28000 19745 8255 8255 390.211 AMERICAN SMALL CAP WORLD FUND P 2021-12-17 2024-09-16 27000 18300 8700 8700 225.31 TRANSAMERICA CAPITAL GROWTH FUND P 2021-12-22 2024-01-08 6000 7712 -1712 -1712 53566 1497 1497 1497 2138 2138 641 641 false false false false false false false false true true false false false false true N/A DAVID F OSTWALD 4153106415 160 ERICA WAY PORTOLA VALLEY CA 94028 false false false false false false false false false false false false false false false true false false false false false false false DAVID OSTWALD 160 ERICA WAY PORTOLA VALLEY CA 94028 Trustee 0.00 0 SARAH FURMAN 1226 LINCOLN PLACE D4 BROOKLYN NY 11213 Secretary 0.00 0 JO'D DUNN 1106 NORTH ABINGTON ROAD DALTON PA 18414 BOARD MEMBER 0.00 0 CHUN BUN PARK 18 RAILROAD AVE CLIFFSIDE PARK NJ 07010 BOARD MEMBER 0.00 0 ZAK VREELAND 1254 HANCOCK STREET BRROKLYN NY 11221 BOARD MEMBER 0.00 0 GAIL SHAW-CLEMONS 3012 P ST SE WASHINGTON DC DC 20020 Trustee 0.00 0 RACHEL SELEKMAN 404 HANCOCK ST BROOKLYN NY 11216 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. 166256 421021 7912 0 428933 0 428933 6434 422499 21125 21125 1497 1497 19628 19628 19628 166256 166256 19628 57724 113904 67576 86689 147395 473288 166256 0 19628 146628 619916 0 57724 562192 113904 67576 86689 147395 146628 X AMURI MORRIS 1000 CARLISLE AVE RICHMOND VA 23231 SCHOLARSHIP 250 LEO SORIANO 681 BIRCH LANE SOUTH SHOREVIEW MN 55126 SCHOLARSHIP 250 RIA ALEXANDER 681 BIRCH LANE SOUTH SHOREVIEW MN 55126 SCHOLARSHIP 250 BURCU PERCIN NESEBEY APT 12/2 ISTANBUL MODA TU 34710 SCHOLARSHIP 250 KATRINA SIMONSEN 4708 CHESTNUT ST PHILADELPHIA PA 19139 SCHOLARSHIP 250 GABE CHIRELLO 9 UNION AVE HIGHBRIDGE NJ 08829 SCHOLARSHIP 500 1750 14 7214 15 46897 18 53566 107677 107677 false false false false false false false false false false ACCOUNTING FEES 2150 0 0 2150 '99 IMPROVEMENT 1999-06-01 19379 14601 SL 0.0256 497 NEW STUDIO CONSTRUCTION 2000-06-30 15000 10842 SL 0.0256 385 NEW ROOF 2000-06-30 15000 10842 SL 0.0256 385 STRUCTURE IMPROVEMENTS 2001-07-01 2896 2003 SL 0.0256 74 BUILDING IMPROVEMENTS 2002-04-01 12500 6969 SL 0.0256 321 NEW WINDOWS 2011-07-01 5000 2271 SL 0.0364 182 NEW WINDOWS 2 2012-05-01 3500 1048 SL 0.0256 90 ROOF 2017-07-01 14250 2366 SL 0.0256 365 IMPROVEMENTS 2017-07-01 8000 1328 SL 0.0256 205 SEPTIC SYSTEM 2000-07-31 9220 6635 SL 0.0256 236 FRIDGE 2017-07-01 635 623 200DB 7.0000 12 CURTAINS 2022-07-01 3826 1484 200DB 0.1749 669 EQUIPMENT 2022-07-01 1717 665 200DB 0.1749 300 IMPROVEMENTS 2022-07-01 74666 2793 SL 0.0256 1914 Furniture and Fixtures 3826 2153 1673 1673 Machinery and Equipment 27345 24244 3101 3101 Improvements 170191 59481 110710 110710 ADMINISTRATOR 18502 18502 ADVERTISING 361 361 ADVISORY FEES 4756 4756 ARCHIVING SERVICES 3163 3163 AUTOMOBILE 1087 1087 BANK CHARGES 75 75 CLEANING 3843 3843 DUES & SUBSCRIPTIONS 530 530 EDITING 1380 1380 EXTERMINATING 1477 1477 GARDENING 5648 5648 INSURANCE 3010 3010 INTERNET 1368 1368 INVESTMENT FEES 2208 2208 JUROR STIPEND 5000 5000 LANDSCAPING 21460 21460 LEGAL & PROFESSIONAL 921 921 LICENSES & PERMITS 95 95 MAINTENANCE 24803 24803 MEALS 58 58 MISCELLANEOUS 2224 2224 OFFICE 30 30 PAYROLL EXPENSES 33384 33384 POSTAGE 437 437 RESIDENCY EXPENSES 4380 4380 SOCIAL MEDIA MANAGEMENT 2115 2115 STORAGE 4857 4857 SUPPLIES 208 208 TELEPHONE 564 564 TRAVEL 577 577 UTILITIES 3286 3286 WEBSITE 458 458 Other Investment Income 46897 46897 ROUNDING 1 INCOME TAX 5291 5291 REAL ESTATE TAXES 4800 4800