2025-07-02T14:25:24-04:00 2024-12-31 953978531 LAZAR AND COMPANY CPAS 21800 OXNARD ST STE 250 WOODLAND HILLS CA 913673651 990PF 2024-01-01 873977037 BARRY AND TAFFY BERGER FOUNDATION BARR 8186120695 1241 CANYON RIM CIRCLE WESTLAKE VILLAGE CA 91362 BARRY BERGER TRUSTEE 8186120695 2025-06-24 false DAVID A LAZAR CPA P01453811 8189814200 2025-06-24 2024 2025-03-06 01:10:19Z X 10095873 X X 380844 380844 380844 -139868 3040333 3228 69806 53267 69806 310782 437339 450650 4250 4250 829777 31742 798035 834027 35992 798035 0 0 834027 35992 798035 -523245 401347 450650 1959205 978589 978589 2408408 4961811 7855199 9117284 9329424 8833788 10095873 31976 31976 31976 31976 X 9297448 8801812 9297448 8801812 9329424 8833788 9297448 -523245 53745 8827948 26136 8801812 3228 5579 5579 5579 5579 5579 X 259 259 false false false false false false false true true CA true false false false false true N/A DAVID LAZAR LAZAR AND COMPANY 8189814200 21800 OXNARD STREET 21800 OXNARD STREET- WOODLAND HILLS CA 91367 false false false false false false false false false false false false false false false false false false false false BARRY BERGER 1241 CANYON RIM CIRCLE WESTLAKE VILLAGE CA 91362 TRUSTEE 000.00 0 0 0 TAFFY BERGER 1241 CANYON RIM CIRCLE WESTLAKE VILLAGE CA 91362 TRUSTEE 000.00 0 0 0 NONE NONE N/A 8245217 2091740 0 10336957 10336957 155054 10181903 509095 509095 5579 5579 503516 503516 503516 798035 798035 503516 43719 43719 798035 503516 294519 338238 0 338238 43719 294519 X 380844 53267 -139868 MACH NATURAL RESOURCES 16539 310782 310782 false false false false false false false false false false INDIRECT ACCOUNTING FEES 4250 4250 RAYMOND JAMES 2024-01 PURCHASE 2024-12 1382113 1377048 3166 1899 RAYMOND JAMES 2022-01 PURCHASE 2024-12 1367219 1549892 90 -182763 RAYMOND JAMES 2022-01 PURCHASE 2024-12 287773 250005 37768 VARIOUS SECURITIES 7855199 9117284 FEDERAL TAXES 6026 K-1 INCOME NOT ON BOOKS 20110 EXPENSES DONATIONS PAID 798035 798035 INVESTMENT FEES 31517 31517 BANK FEES 50 50 TAXES AND FEES 175 175 RAYMOND JAMES 50000 50000 50000 MACH NATURAL RES-SEC. 1231 3267 3267 3267 MACH NATURAL RESOURCES 16539 16539 NON TAXABLE DIVIDENDS 20914 CORPUS ADJUSTMENT 32831 DUE TO TRUSTEE 31976 31976