2024-03-12T20:06:42-05:00 2022-06-30 341854260 CBIZ MHM LLC 4600 S ULSTER ST SUITE 900 DENVER CO 80237 990PF 2021-07-01 470862874 SHELDON K BEREN CHARITABLE TRUST C/O ZEV BEREN SHEL 3032957772 1888 SHERMAN ST STE 600 DENVER CO 80203 ZEV BEREN TRUSTEE 3032957772 2024-03-06 1 ZEV BEREN 999009999 TIM WEST CPA JD LLM P00290756 7202007000 0 AAL1 IAL1 2021 2023-04-26 12:10:37Z X 8222395 X X 7412 7412 147408 147408 328354 878734 328354 126445 126445 609619 609619 0 0 0 40084 40084 0 1845 1845 0 8098 8098 0 50027 50027 0 484578 484578 534605 50027 484578 75014 559592 426464 206577 206577 6747671 7042572 8015818 7174135 7249149 8222395 0 0 X 2445537 2445537 0 0 4728598 4803612 7174135 7249149 7174135 7249149 7174135 75014 0 7249149 0 7249149 US REAL ESTATE FUND P 3067 3067 3067 US BANK P 670000 550380 119620 119620 CAPITAL GAINS DIVIDENDS P 205667 205667 205667 328354 7778 0 7778 0 7778 6774 0 0 0 6774 23 1027 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 STE 600 DENVER CO 80203 0 0 0 0 0 0 0 0 1 2018 2019 0 0 0 0 0 0 0 0 0 0 0 0 0 ZEV BEREN 1675 ZENOBIA ST DENVER CO 80204 TRUSTEE 5.00 0 0 0 DAVID BEREN 7 WALLENBERG CIRCLE MONSEY NY 10952 TRUSTEE 5.00 0 0 0 YECHEZKEL FELDBERGER 1600 TENNYSON ST DENVER CO 80204 TRUSTEE 5.00 0 0 0 DENA BEREN GROSSMAN 1490 NORTH LAKE DRIVE LAKEWOOD NJ 08701 TRUSTEE 5.00 0 0 0 NONE 0 NONE 0 0 8704200 332545 0 9036745 0 0 9036745 135551 8901194 445060 445060 7778 7778 437282 0 437282 0 437282 484578 0 484578 437282 422267 2018 2019 795359 0 484578 422267 0 0 62311 0 0 0 0 795359 0 795359 0 374971 0 0 0 X YESHIVA TORAS CHAIM 1555 STUART ST DENVER CO 80204 CHARITABLE 40204 HILLEL ACADEMY OF DENVER 450 S HUDSON ST DENVER CO 80246 CHARITABLE 16526 KOLLEL BEREN - DEGEL YERUSHALAYIM 180 SUMMIT AVE STE 202 MONTVALE NJ 07645 CHARITABLE 6610 BETH MEDRASH GOVOHA OF AMERICA 617 6TH ST LAKEWOOD NJ 08701 CHAITABLE 38610 CONGREGATION ZERA ABRAHAM 1560 WINONA CT DENVER CO 80204 CHARITABLE 3967 BOYS TOWN JERUSALEM FDN OF AMER INC 209 W 29TH ST SUITE 6250 NEW YROK NY 10001 EDUCATIONAL 2644 BETH JACOB HIGH SCHOOL OF DENVER 5100 W 14TH AVE DENVER CO 80204 EDUCATIONAL 14543 NER ISRAEL RABBINICAL COLLEGE 400 MT WILSON LN PIKESVILLE MD 21208 EDUCATIONAL 6610 AGUDATH ISRAEL OF AMERICA 42 BROADWAY MANHATTAN NY 10001 CHARITABLE 2644 SHEFTAL AND MIRIAM FOUNDATION 1888 N SHERMAN ST STE 600 DENVER CO 80203 CHARITABLE 6610 AMERICAN FRIENDS OF OHEL SARAH 18 EAST 41ST ST NEW YORK NY 10017 CHARITABLE 6610 CONGREGATION LEV AVOTH 232 IRIS RD LAKEWOOD NJ 08701 CHARITABLE 99000 VAAD HARABANIM 141-49 73RD AVENUE FLUSHING NY 11367 CHARITABLE 70000 CONGREGATION KOLLEL BAIS SHEFTAL 111 FOREST AVE LAKEWOOD NJ 08701 CHARITABLE 63400 KAHAL SHAAREI TEFILLAH 205 JAMES ST LAKEWOOD NJ 08701 CHARITABLE 3600 YESHIVA OHR NAFTOLI 701 BLOOMING GROVE TURNPIKE NEW WINDSOR NY 12553 CHARITABLE 25000 AMERICAN FRIENDS OF YAD ELIEZER 410 GLENN ROAD JACKSON NJ 08527 CHARITABLE 25000 MERKAZ TORAH V'CHESED 295 S LOCUST ST DENVER CO 80224 CHARITABLE 10000 KOLLEL KINYAN TORAH 31 ILLINOIS AVE JACKSON NJ 08527 CHARITABLE 10000 YESHIVA TORAS ARON INC 285 RIVER AVE LAKEWOOD NJ 08701 CHARITABLE 4000 CONGREGATION TZDOKAH V CHESED 1347 42ND ST BROOKLYN NY 11219 CHARITABLE 16000 CONGREGATION ZICHRON SHALOM 9 WASHINGTON AVE LAKEWOOD NJ 08701 CHARITABLE 13000 484578 0 14 7412 14 147408 14 126445 18 328354 0 609619 0 609619 1 EDUCATIONAL 2 CHARITABLE 0 0 0 0 0 0 0 0 0 0 VANGUARD 500 INDEX ADMIRAL 912653 854187 1565990 JANUS HENDERSON ENTERPRISE 195282 250282 332662 DFA US SMALL CAP VALUE PORTFOLIO 251627 251627 316292 AMERICAN EUROPACIFIC GRTH F2 553382 628382 609476 DODGE & COX INTERNATIONAL STOCK FUND 688182 628105 659495 HARDING LOEVNER INS EMERGING MRKT FD 336076 436076 413162 TORTOISE MLP PIPELINE INSTL 290735 159824 279165 METROPOLITAN WEST TR BOND I 488484 402715 351499 BLACKROCK STRATEGIC INCOME 347639 278216 264447 EATON VANCE FLOATING RATE I 833856 702668 639461 VERSUS CAP RL EST 290000 284089 309579 VERSUS CAP MM REAL ESTATE I 181120 281120 305790 IRONWOOD INSTITUTIONAL MULTI 1377912 1639993 1723326 VANGUARD MNGD PAYOUT 723 723 909 US REAL ESTATE INVESTMENT FUND 244565 244565 US REAL ESTATE FUND PASS THROUGH 8098 8098 0 NON DIVIDEND RECEIPTS 7537 7537 7537 US REAL ESTATE FUND PASS THROUGH 183 183 183 US REAL ESTATE FUND ADJUSTMENT 118725 118725 118725 AGENCY/CUSTODY FEES 450 450 0 INVESTMENT MANAGMENT FEES 30000 30000 0 TRUST FEES 9634 9634 0 FOREIGN TAXES PAID 1845 1845 0