2025-07-21T09:04:18-05:00 2024-12-31 341854260 CBIZ ADVISORS LLC 4600 S ULSTER ST SUITE 900 DENVER CO 80237 990PF 2024-01-01 201202752 HARRY H BEREN FOUNDATION IG HARR 3038885727 1888 SHERMAN ST SUITE 600 DENVER CO 80203 ISAAC GROSSMAN PRESIDENT 3038885727 2025-06-20 1 1 TIM WEST CPA JD LLM P00290756 7202007000 2025-06-20 2024 2025-03-06 01:10:19Z X 4219180 X X 1019 1019 78904 78904 214553 1222164 214553 294476 294476 0 0 0 38120 38120 0 38120 38120 0 408930 408930 447050 38120 408930 -152574 256356 234760 199330 199330 3258730 3141586 4019850 3493490 3340916 4219180 0 0 X 4820753 4820753 0 0 -1327263 -1479837 3493490 3340916 3493490 3340916 3493490 -152574 0 3340916 0 3340916 FIDELITY 2024-01-01 2024-12-31 88462 75004 13458 13458 FIDELITY 2020-01-01 2024-12-31 119888 78375 41513 41513 LPL #2190 2024-01-01 2024-12-31 42531 42129 402 402 LPL #2190 2020-01-01 2024-12-31 829658 812103 17555 17555 CAPITAL GAINS DIVIDENDS P 141625 141625 141625 214553 3563 0 3563 0 3563 1040 0 0 0 1040 0 2523 0 0 0 0 0 0 0 0 0 0 1 1 CO 1 0 0 0 0 1 N/A THE FOUNDATION 3032957772 1888 SHERMAN ST DENVER CO 80203 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ISAAC GROSSMAN 1888 SHERMAN ST DENVER CO 80203 PRESIDENT 5.00 0 0 0 NONE 0 NONE 0 0 4002133 147777 0 4149910 0 0 4149910 62249 4087661 204383 204383 3563 3563 200820 0 200820 0 200820 408930 0 408930 200820 0 0 276398 224895 208453 221182 191682 1122610 408930 0 0 0 200820 208110 0 0 1330720 0 0 0 0 0 0 276398 1054322 224895 208453 221182 191682 208110 X AFCF TRUST 420 2ND ST LAKEWOOD NJ 08701 N/A PUBLIC GENERAL USE 6300 NESIVOS HATORAH PO BOX 945 LAKEWOOD NJ 08701 N/A PUBLIC GENERAL USE 1000 MYE CHESED FUND 102 E 7TH ST LAKEWOOD NJ 08701 N/A PUBLIC GENERAL USE 5000 MISHKAN YITZCHOK CORPORATION 506 6TH STREET LAKEWOOD NJ 08701 N/A PUBLIC GENERAL USE 1000 MESIVTA TIFERES LIPA INC 110 NEWPORT AVE LAKEWOOD NJ 08701 N/A PUBLIC GENERAL USE 2000 MESIVTA OF CENTRAL JERSEY INC 22 NEWBERRY CT LAKEWOOD NJ 08701 N/A PUBLIC CHARITABLE 8100 OHR HATORAH 780 VASSAR AVE LAKEWOOD NJ 08701 N/A PUBLIC GENERAL USE 9700 MESILAS YESHARIM 2112 E 4TH ST BROOKLYN NY 11223 N/A PUBLIC CHARITABLE 5000 L'MAAN YERUSHALAYIM 1142 56TH ST BROOKLYN NY 11219 N/A PUBLIC CHARITABLE 17500 LAKEWOOD CHEDER SCHOOL 725 VASSAR AVE LAKEWOOD NJ 08701 N/A EDUCATION 6400 KOLLEL BEER MIRIRAM 422 2ND ST LAKEWOOD NJ 08701 N/A PUBLIC GENERAL USE 13000 KERLIN STOLFIN OF JERUSALEM 1818 54 STREET BROOKLYN NY 11204 N/A PUBLIC CHARITABLE 18000 KEREN ORAH 1339 52ND ST BROOKLYN NY 112193803 N/A CHARITABLE 4250 KEREN HATZEDAKA 422 MONMOUTH AVE LAKEWOOD NJ 08701 N/A PUBLIC CHARITABLE 1000 KEREN HATORAH 1083 BROOK RD LAKEWOOD NJ 08701 N/A PUBLIC GENERAL USE 500 OZER DALIM 1301 AVENUE K BROOKLYN NY 11230 N/A PUBLIC GENERAL USE 500 SHALVEH INC 1452 55TH ST BROOKLYN NY 11219 N/A PUBLIC GENERAL USE 2000 YESHIVAS NACHLAS HATORAH 10 CEDAR ROW LAKEWOOD NJ 08701 N/A PUBLIC GENERAL USE 10000 YESHIVAS MIR 5227 NEW UTRECHT AVE BROOKLYN NY 11219 N/A PUBLIC GENERAL USE 1800 YESHIVA ZICHRON MELECH 510 DAHILL RD BROOKLYN NY 11218 N/A PUBLIC GENERAL USE 500 YESHIVA TORAS CHAIM 999 RIDGE AVE LAKEWOOD NJ 08701 N/A PUBLIC EDUCATIONAL 9500 YESHIVA TIFERET SHMUEL D'ALEKSANDER 1535 63RD ST BROOKLYN NY 11219 N/A PUBLIC CHARITABLE 3500 YESHIVA ORCHOS CHAIM 410 OBERLIN AVE SOUTH LAKEWOOD NJ 08701 N/A PUBLIC GENERAL USE 2500 YESHIVA KARLIN STOLIN 1815 54TH ST BROOKLYN NY 11204 N/A PUBLIC EDUCATIONAL 4000 YESHIVA GEDOLA TIFERES YAAKOV YITZCHOK 65 CROSS ST LAKEWOOD NJ 08701 N/A PUBLIC GENERSL USE 500 YESHIVA BAIS HATORAH 1815 SWARTHMORE AVE LAKEWOOD NJ 08701 N/A PUBLIC GENERAL USE 2000 YAD ELIAHU YD INC 325 7TH STREET UNIT 327 LAKEWOOD NJ 08701 N/A PUBLIC GENERAL USE 500 UNITED TALMUDICAL ACADEMY 245 KEAP ST BROOKLYN NY 11211 N/A PUBLIC GENERAL USE 1000 TOIREM 7 GWEN LN MONSEY NY 10952 N/A PUBLIC GENERAL USE 500 TALMUD TORAH OF LAKEWOOD 1464 E SPRUCE ST LAKEWOOD NJ 08701 N/A PUBLIC CHARITABLE 8400 SHARIE ORAH 708 ALBERT AVE LAKEWOOD NJ 08701 N/A PUBLIC CHARITABLE 9500 HEICHAL HATORAH 70 STERLING PL TEANECK NJ 07666 N/A PUBLIC GENERAL USE 8200 YGZYA - ZICHRON YOSET ANIYEI 282 OAK KNOLL RD LAKEWOOD NJ 08701 N/A PUBLIC CHARITABLE 1500 HASL 305 NE E STEET GRANTS PASS OR 97526 N/A PUBLIC CHARITABLE 7800 CHASAN SOFER 1876 50TH ST BROOKLYN NY 11204 N/A PUBLIC GENERAL USE 400 BNOS ROCHEL 4421 15TH AVE BROOKLYN NY 11219 N/A PUBLIC CHARITABLE 3000 BNOS HADASSAH 10 PRIME LANE LAKEWOOD NJ 08701 N/A PUBLIC GENERAL USE 3750 BAIS YACKOV 155 OBERLIN AVENUE NORTH LAKEWOOD NJ 08701 N/A PUBLIC EDUCATION 500 BAIS SHAINDEL 685 RIVER AVE LAKEWOOD NJ 08701 N/A PUBLIC GENERAL USE 2000 BAIS RIVKA ROCHEL 285 RIVER AVE LAKEWOOD NJ 08701 N/A PUBLIC CHARITABLE 4000 CHEDER TORAS ZEV 1000 CROSS ST LAKEWOOD NJ 08701 N/A PUBLIC CHARITABLE 1500 BAIS HOROAH 1214 52ND ST BROOKLYN NY 11219 N/A PUBLIC GENERAL USE 5000 ATERES TZVI 4 CAMPBELL AVE SUFFERN NY 10901 N/A PUBLIC CHARITABLE 2220 ANIYEI YERUSHALAYIM INC 805 CLIFTON AVE LAKEWOOD NJ 08701 N/A PUBLIC CHARITABLE 40000 AMERICAN FRIENDS OF YRMS 20 CABINFIELD CIR LAKEWOOD NJ 08701 N/A PUBLIC GENERAL USE 1000 AMERICAN FRIENDS OF YESHIVAT AMELE TORAH 40 EAST LINDEN AVENUE ENGLEWOOD NJ 07631 N/A PUBLIC GENERAL USE 1500 BAIS MEDRASH OF ROCKLAND PO BOX 995 MONSEY NY 10952 N/A PUBLIC GENERAL USE 3600 CHEVRAS CHAY MEI UVOR 212 2ND ST STE 403 LAKEWOOD NJ 08701 N/A PUBLIC GENERAL USE 1800 CONG BAIS SHALOM 11-21 SAGE ST FAR ROCKWAY NY 11691 N/A PUBLIC GENERAL USE 350 DEGAL HATORAH 111 MAPLE AVE SPRING VALLEY NY 10977 N/A PUBLIC GENERAL USE 2150 CONGREGATION ZICHRON REFOEL INC 309 DEWEY AVE LAKEWOOD NJ 08701 N/A PUBLIC GENERAL USE 1000 CONGREGATION OF EDGEWOOD PARK 23 BIRCH DRIVE JACKSON TOWNSHIP NJ 08527 N/A PUBLIC GENERAL USE 2500 CONGREGATION MINCHAS YEHUDA 1266 50TH ST BROOKLYN NY 11219 N/A PUBLIC GENERAL USE 1800 CONGREGATION ELIEZER ZISYA 1014 46TH ST BROOKLYN NY 11219 N/A PUBLIC CHARITABLE 5000 CONGREGATION CHOMAS YEHOSHUA 223 LYNCH STREET BROOKLYN NY 11206 N/A PUBLIC CHARITABLE 3750 CONGREGATION BETH MEDRASH GOVOHA 5113 16TH AVE BROOKLYN NY 11204 N/A CHARITABLE 71300 CONGREGATION BAIS ELIMELECH INC 803 PARK AVE LAKEWOOD NJ 08701 N/A PUBLIC CHARITABLE 15000 CONGREGATION ANSHEI UHELE 1346 45TH STREET BROOKLYN NY 11219 N/A PUBLIC GENERAL USE 2500 CONGREGATION ANSHEI FALLSBURG 84 LAUREL PARK RD FALLSBURG NY 12733 N/A PUBLIC GENERAL USE 360 CONGREGATION AHAVAS TZDOKAH VCHESED 1347 42ND AVE BROOKLYN NY 11219 N/A PUBLIC CHARITABLE 1000 CONG LEV SIMCHA 28 MAPLE TER MONSEY NY 10952 N/A PUBLIC CHARITABLE 25000 CONG LEV AVOTH 10 CEDAR ROW LAKEWOOD NJ 08701 N/A PUBLIC CHARITABLE 5000 CONG TORAS EMES 3151 HYLAN BLVD STATEN ISLAND NY 10306 N/A PUBLIC GENERAL USE 6000 CONG TOLDOS YISROEL YAAKOV 9 CATSKILL HIGH RAIL MONSEY NY 10950 N/A PUBLIC GENERAL USE 1000 CONG SHAAREI ORAH 1425 ESSEX RD TEANECK NJ 07666 N/A PUBLIC GENERAL USE 16000 CONG MISHKAN TECHESKEL 1575 50TH ST STE 4 BROOKLYN NY 11219 N/A PUBLIC GENERAL USE 5000 CONG MASIKUS HATORAH 109 WHITE RD JACKSON NJ 08527 N/A PUBLIC GENERAL USE 500 CONG BAIS YEHUDA 511 BEACH 129TH ST BELLE HARBOR NY 11694 N/A PUBLIC GENERAL USE 500 408930 0 14 1019 14 78904 18 214553 0 294476 0 294476 3 EXCLUSION 0 0 0 0 0 0 0 0 0 0 BROWN 2190 2674397 3414437 FIDELITY 467189 605413 INVESTMENT MANAGMENT FEES 36684 36684 0 MISC EXPENSE 1436 1436 0