2026-08-19T14:58:52-05:00 2025-12-31 440160260 FORVIS MAZARS LLP 200 SOUTH WOOD AVENUE SUITE 125 ISELIN NJ 088302706 990PF 2025-01-01 464301797 BERKO FAMILY FOUNDATION INC BERK 7327618567 18 FOUNTAYNE LANE MANALAPAN NJ 07726 ROBIN BERKO VP 7327618567 2026-08-05 1 PAULA FERREIRA P01297523 7325492800 2026-08-05 2025 2025-03-06 01:10:19Z X 2130242 X 693274 32724 32211 15777 15777 114380 1403550 437970 250 0 856405 485958 0 0 0 2221 0 0 5673 4512 1161 7894 4512 1161 297063 297063 304957 4512 298224 551448 481446 883795 1263053 1263053 618823 782503 867189 1502618 2045556 2130242 0 0 X 1502618 2045556 0 0 0 0 1502618 2045556 1502618 2045556 1502618 551448 0 2054066 8510 2045556 M HOLDINGS 2020-09-30 71252 45873 25379 25379 RAYMOND JAMES-US TREASURY NOTE 2025-03-26 2025-12-31 760000 760000 0 0 RAYMOND JAMES-INVESTCO QQQ TR 2022-12-30 2025-10-01 42480 18971 23509 23509 RAYMOND JAMES-DFA US XORE EQUITY D 2025-11-01 529818 140736 389082 389082 437970 6692 0 6692 0 6692 0 0 10000 0 10000 152 3156 3156 0 0 0 0 0 0 0 0 0 0 0 1 1 NJ 1 0 1 0 0 1 N/A THE ORGANIZATION 7327618567 18 FOUNTAYNE LANE MANALAPAN NJ 07726 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 MITCHELL BERKO 18 FOUNTAYNE LANE MANALAPAN NJ 07726 PRESIDENT & TREASURER 5.00 0 0 0 ROBIN BERKO 18 FOUNTAYNE LANE MANALAPAN NJ 07726 VICE PRES & SECRETARY 5.00 0 0 0 PAUL BERKO 33 LESTER PLACE CLIFTON NJ 07013 DIRECTOR 5.00 0 0 0 NONE 0 NONE 0 0 2369393 419061 0 2788454 0 0 2788454 41827 2746627 137331 137331 6692 6692 130639 0 130639 0 130639 298224 0 298224 130639 0 0 149335 137621 140615 166877 215133 809581 298224 0 0 0 130639 167585 0 0 977166 0 0 0 0 0 0 149335 827831 137621 140615 166877 215133 167585 X A TIME 1310 48TH ST SUITE 406 BROOKLYN NY 11219 NONE PC GENERAL FUND 1000 AGUDATH ISRAEL OF AMERICA 42 BROADWAY SUITE 1827 NEW YORK NY 10004 NONE PC GENERAL FUND 860 AHAVAS TORAH MIAM 424 W 40TH ST MIAMI BEACH FL 33140 NONE PC GENERAL FUND 515 ANGELMAN ORG 3015 E NEW YORK STREET SUITE A2 285 AURORA IL 60504 NONE PC GENERAL FUND 1000 BAIS MEDRASH OF WESTGATE 100 ROPSHITZ CT LAKEWOOD NJ 08701 NONE PC GENERAL FUND 500 BAIS REUVEN KAMENETZKY 831 RIDGE AVE LAKEWOOD NJ 08701 NONE PC GENERAL FUND 3000 BAIS SHALOM ORG 11-21 SAGE STREET FAR ROCKAWAY NY 11691 NONE PC GENERAL FUND 3500 BATYA GIRLS 235 HEARTH COURT WEST LAKEWOOD NJ 08701 NONE PC GENERAL FUND 3900 BNOS BAIS YAAKOV CHARI 155 OBERLIN AVE N LAKEWOOD NJ 08701 NONE PC GENERAL FUND 500 BONEI OLAM VZAKEINI 1755 46TH STREET BROOKLYN NY 11204 NONE PC GENERAL FUND 800 CAMP NAGEELA WEAST 26710 W NIPPERSINK ROAD INGLESIDE IL 60041 NONE PC GENERAL FUND 500 CHABAD JEWISH CENTER 900 E BROWARD BLVD FORT LAUDERDALE FL 33301 NONE PC GENERAL FUND 860 CHABAD LUBAVITCH OF WESTERN MONMOUTH COUNTY 24 WICKATUNK ROAD MANALAPAN NJ 07726 NONE PC GENERAL FUND 2970 CHABAD OF FREEHOLD 351 STILLWELLS CORNER RD FREEHOLD NJ 07728 NONE PC GENERAL FUND 1000 CHAI LIFELINE 151 W 30TH ST 7TH FLOOR NEW YORK NY 10001 NONE PC GENERAL FUND 7500 CHHANGE ORG 765 NEWMAN SPRINGS ROAD LINCROFT NJ 07738 NONE PC GENERAL FUND 100 CHARIDY YESHIVA OF CLE 1516 WARRENSVILLE CENTER RD CLEVELAND HEIGHTS OH 44121 NONE PC GENERAL FUND 500 CHASEDFUND 600 REISTERSTOWN RD BALTIMORE MD 21208 NONE PC GENERAL FUND 1751 CHESEDFUND NOTES OF ST 447 CEDARHURST AVE CEDARHURST NY 11516 NONE PC GENERAL FUND 515 CHESEFUND EMERGENCY 3209 FALLSTAFF RD BALTIMORE MD 21215 NONE PC GENERAL FUND 1000 THE CORNER MINYAN (CLUB TCM) 355 RANDOLPH AVENUE SUITE 200 ST PAUL MN 55102 NONE PC GENERAL FUND 24000 CONGREGATION MESIKUS HAT 109 WHITE RD JACKSON NJ 08527 NONE PC GENERAL FUND 500 DAILY GIVING INC 110 OLD MAMARONECK ROAD WHITE PLAINS NY 10605 NONE PC GENERAL FUND 384 DOUGHTERS OF ISRAEL 1155 PLEASANT VALLEY WAY WEST ORANGE NJ 07052 NONE PC GENERAL FUND 180 EZRAS NASHIM 716 56TH ST BROOKLYN NY 11204 NONE PC GENERAL FUND 24996 FRIENDSHIP CIRCLE OF CENTRAL JERSEY 200 US-9 SUITE 300 MANALAPAN NJ 07726 NONE PC GENERAL FUND 2000 GRATER BITUR CHOLIM 12320 PARKLAWN DRIVE SUITE 210 ROCKVILLE MD 20852 NONE PC GENERAL FUND 360 HAPPY PURIM COM 1086 TEANECK ROAD SUITE 3C1 TEANECK NJ 07666 NONE PC GENERAL FUND 136 HATZOLAH EMS PO BOX 5491 PASSAIC NJ 070555491 NONE PC GENERAL FUND 500 HELP OUR FRIENDS INC 124 CLAIRMONT LAKEWOOD NJ 08701 NONE PC GENERAL FUND 1500 J-BEATZ 12 CANVASBACK RD MANALAPAN NJ 07726 NONE PC GENERAL FUND 2750 JEWISH FED HEART OF NJ 230 OLD BRIDGE TURNPIKE SOUTH RIVER NJ 08882 NONE PC GENERAL FUND 190 JOIN ORALANDO 1835 EDGEWATER DRIVE ORLANDO FL 32804 NONE PC GENERAL FUND 72 KE REM SAIS Y AAKOV 1 E 13TH ST LAKEWOOD NJ 08701 NONE PC GENERAL FUND 500 KEREN HATZEDAKA 422 MONMOUTH AVE LAKEWOOD NJ 08701 NONE PC GENERAL FUND 1500 KFAR YELADIM DAVID 1314 AVENUE P BROOKLYN NY 11229 NONE PC GENERAL FUND 500 KHAL BLOOMFOIELD AVE 24 PARK AVE CLIFTON NJ 07014 NONE PC GENERAL FUND 2100 KOLLEL HORAAH OF AMERICAS 17 CYPRESS LN MARLBORO TOWNSHIP NJ 07746 NONE PC GENERAL FUND 7000 KUPAS ZICHRON MOSHE 43 SOUTHPORT DRIVE HOWELL NJ 07731 NONE PC GENERAL FUND 500 LEVI WOLOSOW FAMILY FUND 26 WICKATUNK RD MANALAPAN NJ 07726 NONE PC GENERAL FUND 2060 LINCOLN SQ SYNAGOGUE 180 AMSTERDAM AVENUE NEW YORK NY 10023 NONE PC GENERAL FUND 257 MANMOUTH TORAH LINKS 70 AMBOY ROAD SUITE 101 MORGANVILLE NJ 07751 NONE PC GENERAL FUND 2500 MERCY HOME HERO 1140 W JACKSON BLVD CHICAGO IL 60607 NONE PC GENERAL FUND 360 MESIVTA CHOFETZ CHAIM 76-01 / 7601 147TH ST FLUSHING NY 11367 NONE PC GENERAL FUND 515 META PPGF 1 META WAY MENLO PARK CA 94025 NONE PC GENERAL FUND 500 MISASKIM CORP 5805 16TH AVENUE BROOKLYN NY 11204 NONE PC GENERAL FUND 540 MONMOUTH TORAH LINKS 70 AMBOY ROAD 101 MORGANVILLE NJ 07751 NONE PC GENERAL FUND 34828 NETZACH OUTREACH 147-42 76TH ROAD FLUSHING NJ 11367 NONE PC GENERAL FUND 500 PARTNERS IN TORAH 228 AYCRIGG AVENUE PASSAIC NJ 07055 NONE PC GENERAL FUND 5000 PAYPAL OHR HATORAH 40 RECTOR COURT BERGENFIELD NJ 07621 NONE PC GENERAL FUND 511 PAYPAL YESHIVAORCH 175 MELVILLE AVE LAKEWOOD NJ 08701 NONE PC GENERAL FUND 1800 PROJECT YEDID 5805 16TH AVENUE BROOKLYN NJ 11204 NONE PC GENERAL FUND 180 RABBINICAL SEMINARY OF AMERICA 76-01 147TH ST FLUSHING NY 11367 NONE PC GENERAL FUND 2830 RENEWAL OF LIFE INC 4721 NEW UTRECHT AVE BROOKLYN NY 11219 NONE PC GENERAL FUND 360 SHAAREI TEFILAH INC 250 E 79TH ST NEW YORK NY 10075 NONE PC GENERAL FUND 2472 SHALOM HERITAGE CENTER 639 ABBINGTON DR EAST WINDSOR NJ 08520 NONE PC GENERAL FUND 10500 SHALVA HIGH SCHOLL 555 JOE PARKER RD LAKEWOOD NJ 08701 NONE PC GENERAL FUND 500 SHELON HERITAGE CENTER 639 ABBINGTON DRIVE EAST WINDSOR NJ 08520 NONE PC GENERAL FUND 1000 SHIRAS CHAIM 805 CROSS ST LAKEWOOD NJ 08701 NONE PC GENERAL FUND 500 SHRINERS HOSPITALS 2900 N ROCKY POINT DRIVE TAMPA FL 33607 NONE PC GENERAL FUND 900 SHULCLOUD HAMAKOM ST 7353 VALLEY CIRCLE BLVD WEST HILLS CA 91304 NONE PC GENERAL FUND 12750 SQ CHUCHU SERVICES INC 925 CONEY ISLAND AVE BROOKLYN NY 11230 NONE PC GENERAL FUND 60 ST JUDE INTERNET 501 ST JUDE PLACE MEMPHIS TN 38105 NONE PC GENERAL FUND 825 TCF KOLEDETZKY- THE CHESE FUND 600 REISTERSTOWN RD BALTIMORE MD 21208 NONE PC GENERAL FUND 515 TEMPLE BETH AHM OF ABE 550 LLOYD RD ABERDEEN NJ 07747 NONE PC GENERAL FUND 72 THE SPECIAL CHILDREENS CENTER 1400 PROSPECT STREET LAKEWOOD NJ 08701 NONE PC GENERAL FUND 501 TIFERES HATORAH PO BOX 5491 PASSAIC NJ 07055 NONE PC GENERAL FUND 1800 TORAH CENTER OF MANALAPAN MARLBORO 364 UNION HILL RD MANALAPAN TOWNSHIP NJ 07726 NONE PC GENERAL FUND 1000 TORAHANYTIME 144-02 69TH AVE KEW GARDENS HILLS NY 11367 NONE PC GENERAL FUND 515 TOV VCHESED FOUNDATION 100 HORTON DRIVE MONSEY NY 10952 NONE PC GENERAL FUND 1800 TTC RAYZEIT 475 PATRICIA AVENUE NORTH YORK CA ON M2R 2N1 NONE PC GENERAL FUND 540 TUCSON TORAH CENTER 4141 E RIVER RD TUCSON AZ 85718 NONE PC GENERAL FUND 1290 TURNEL TO TOWERS 2361 HYLAN BOULEVARD STATEN ISLAND NY 10306 NONE PC GENERAL FUND 1200 TURNINGPOINTUSA 4940 E BEVERLY RD PHOENIX AZ 85044 NONE PC GENERAL FUND 100 UNION HILL CONGREGATION 364 UNION HILL RD MANALAPAN TOWNSHIP NJ 07726 NONE PC GENERAL FUND 1000 WOUDED WARRIOR PROJECT 4899 BELFORT ROAD SUITE 300 JACKSONVILLE FL 32256 NONE PC GENERAL FUND 975 YAD ELIEZER 1102 E 26TH ST BROOKLYN NY 11210 NONE PC GENERAL FUND 500 YESHIVA GEDOLA OF CARTER 42 NOE ST CARTERET NJ 07008 NONE PC GENERAL FUND 1200 YESHIVA TIFERES NAFTOLI 8998 NJ-18 OLD BRIDGE NJ 08857 NONE PC GENERAL FUND 1000 YESHIVATH BETH MOSHE 30 HICKORY ST SCRANTON PA 18505 NONE PC GENERAL FUND 1300 YESODEI HADAS 113 PRESSBURG LANE LAKEWOOD NJ 08701 NONE PC GENERAL FUND 97568 297063 0 14 32724 14 15777 14 250 18 114380 0 163131 0 163131 0 0 0 0 0 0 0 0 0 0 X X 1 MITCHELL & ROBIN BERKO 18 FOUNTAYNE LANE MANALAPAN NJ 07726 693174 X 1 DFA U.S. CORE EQUITY 1 PORTFOLIO INSTITUTIONAL CLASS - 14029.022 SHARES 693174 2025-12-02 FREYA MARCUS 20 BARTON CROFT HALL GREEN BIRMINGHAM UK B28OUY 2024-03-14 10000 TO ASSIST STAGE 4 CANCER PATIENT & PROMOTE PUBLIC HEALTH IN ENGLAND. NO DECEMBER 2024 THE BERKO FAMILY FOUNDATION INC. HAS NO REASON TO DOUBT THE ACCURACY OR RELIAIBILITY OF THE GRANTEE'S REPORTS, OR THE DATE AND RESULTS OF ANY VERIFICATION OF THE GRANTEE'S REPORTS UNDERTAKEN TO INVESTIGATE THE REPORTS. RAYMOND JAMES - DFEOX 693174 695839 RAYMOND JAMES - QQQ 27402 63888 RAYMOND JAMES - IVV 53330 95892 RAYMOND JAMES - XLE 3340 4024 RAYMOND JAMES - VO 5257 7546 PRIOR PERIOD ADJUSTMENT - NO TAX EFFECT 8510 INVESTMENT ADVISORY FEES 4512 4512 0 BANK CHARGES 15 0 15 OFFICE EXPENSE 54 0 54 MEALS 1092 0 1092 MISC INCOME 250 0 250 MITCHELL ROBIN BERKO 18 FOUNTAYNE LANE MANALAPAN NJ 07726 FEDERAL TAX 2221 0 0