2024-05-02T08:18:06-05:00 2023-12-31 591687531 PDR CPAS ADVISORS 4023 TAMPA ROAD SUITE 2000 OLDSMAR FL 34677 990PF 2023-01-01 921116012 BERGOFFEN FAMILY FOUNDATION INC BERG 7274600068 3473 SHORELINE CIR PALM HARBOR FL 34684 LEAH BERGOFFEN PRESIDENT 7274600068 2024-05-02 1 LEAH BERGOFFEN 999009999 0 PAUL E COSTANTINO P00392722 7277854447 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 5222260 X X 199604 199604 -787 35780 0 198817 199604 0 0 0 30736 0 0 30736 0 0 251119 251119 281855 0 251119 -83038 199604 232465 71002 71002 1809713 1352547 1352547 3001814 1532345 1532346 0 2030600 2266365 5043992 4986494 5222260 25540 0 25540 X 0 0 0 0 5043992 4960954 5043992 4960954 5043992 4986494 5043992 -83038 0 4960954 0 4960954 CVS HEALTH CORPORATION 2023-09-28 2023-10-30 11813 12199 -386 -386 GOLDMAN SACHS GROUP INCORPORATED 2023-09-28 2023-10-26 11067 12054 -987 -987 KEYSIGHT TECHNOLOGIES INCORPORATED 2023-09-28 2023-11-22 12388 12151 237 237 ISHARES SILVER TR ISHARES 163 163 0 0 CAPITAL GAINS DIVIDENDS P 349 349 349 -787 2774 0 2774 0 2774 0 0 0 0 0 161 2935 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 0 0 1 N/A LEAH BERGOFFEN 7274600068 3473 SHORELINE CIR PALM HARBOR FL 34684 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LEAH BERGOFFEN 3473 SHORELINE CIRCLE PALM HARBOR FL 34684 PRESIDENT & TREASURER 1.00 0 0 0 GLENN BERGOFFEN 3473 SHORELINE CIRCLE PALM HARBOR FL 34684 VICE PRESIDENT 1.00 0 0 0 MICHELLE SCHACHTER 1887 NUTHATCH WAY PALM HARBOR FL 34683 SECRETARY 1.00 0 0 0 NONE 0 NONE 0 0 3282380 1732864 0 5015244 0 0 5015244 75229 4940015 247001 247001 2774 2774 244227 0 244227 0 244227 251119 0 251119 244227 0 0 0 251119 0 0 0 244227 6892 0 0 6892 0 0 0 0 0 0 0 6892 6892 LEAH BERGOFFEN GLENN BERGOFFEN X AMERICAN CANCER SOCIETY 2000 CHARLOTTE AVE NASHVILLE TN 37203 UNRESTRICTED 1000 AUSTIN RIGGS CENTER 25 MAIN STREET STOCKBRIDGE MA 01262 NONE INDIVIDUAL UNRESTRICTED 5000 BIRTHRIGHT ISRAEL FOUNDATION 711 3RD AVE 10TH FL NEW YORK NY 10017 UNRESTRICTED 900 CLEARWATER JAZZ HOLIDAY FOUNDATION 600 CLEVELAND ST 100 CLEARWATER FL 33755 UNRESTRICTED 12500 CLOTHES TO KIDS INC 1059 N HERCULES AVE CLEARWATER FL 33765 NONE PUBLIC CHARITY UNRESTRICTED 500 DOUGLASS COLLEGE 125 GEORGE ST NEW BRUNSWICK NJ 08901 UNRESTRICTED 1000 DUNEDIN FINE ART CENTER 1143 MICHIGAN BLVD DUNEDIN FL 34698 NONE PUBLIC CHARITY UNRESTRICTED 1500 FEAST FOOD BANK 2255 NEBRASKA AVE PALM HARBOR FL 34683 UNRESTRICTED 27124 HADASSAH FOUNDATION 40 WALL STREET NEW YORK NY 10005 UNRESTRICTED 1180 HILLEL INTERNATIONAL 800 EIGTH STREET NW WASHINGTON DC 20001 UNRESTRICTED 1440 JEWISH FEDERATION 13191 STARKEY RD SUITE 8 LARGO FL 33773 UNRESTRICTED 5000 JEWISH NATIONAL FUND 78 RANDALL AVE ROCKVILLE CENTER NY 11570 UNRESTRICTED 10360 LIGHTHOUSE FOR THE BLIND 6925 112TH CIR N 103 LARGO FL 33773 NONE PUBLIC CHARITY UNRESTRICTED 2500 LOVE IV LAWRENCE 2352 DREW STREET CLEARWATER FL 33765 NONE PUBLIC CHARITY UNRESTRICTED 50 MORTON PLANT MEASE HEALTH CARE FOUNDATION 1200 DRUID ROAD S BELLEAIR FL 33756 NONE PUBLIC CHARITY UNRESTRICTED 50180 PALM HARBOR LIBRARY 2330 NEBRASKA AVE PALM HARBOR FL 34683 NONE PUBLIC CHARITY UNRESTRICTED 2000 PALM HARBOR MIDDLE SCHOOL FBLA 1800 TAMPA ROAD PALM HARBOR FL 34683 UNRESTRICTED 3225 RANDOM ACTS OF FLOWERS 648 DOUGLAS AVE DUNEDIN FL 34698 UNRESTRICTED 1500 RUTH ECKERD HALL 1111 MCMULLEN BOOTH RD CLEARWATER FL 33759 NONE PUBLIC CHARITY UNRESTRICTED 15000 SOUTHEAST BEAGLE RESCUE PO BOX 2363 VALRICO FL 33595 UNRESTRICTED 2000 SUNCOAST ANIMAL LEAGUE 1300 PENNSYLVANIA AVE PALM HARBOR FL 34683 UNRESTRICTED 13000 TEMPLE AHAVAT SHALOM 18200 RINALDI PLACE NORTHRIDGE CA 91326 NONE PUBLIC CHARITY UNRESTRICTED 2340 TUNNEL TO TOWERS 2361 HYLAN BLVD STATEN ISLAND NY 10306 UNRESTRICTED 2640 US HOLOCAUST MUSEUM 100 RAOUL WALLENBERG PLACE SW WASHINGTON DC 20024 UNRESTRICTED 180 WOMEN IN PHILANTHROPY 2318 MILL ROAD 1300 ALEXANDRIA VA 22314 UNRESTRICTED 2000 ZOO TAMPA 1101 W SLIGH AVE TAMPA FL 33604 NONE PUBLIC CHARITY UNRESTRICTED 87000 251119 0 14 199604 18 -787 0 198817 0 198817 0 0 0 0 0 0 0 0 0 0 EQUITIES 994362 1182967 MUTUAL FUNDS 958775 1004905 ETFS 43787 43560 ALTERNATIVE INVESTMENTS 33676 34933 1532345 1532346 0 0 FEES 25 0 0 TAXES 135 0 0 INVESTMENT EXPENSES 30576 0 0 GLENN BERGOFFEN 3473 SHORELINE CIRCLE PALM HARBOR FL 34684 LEAH BERGOFFEN 3473 SHORELINE CIRCLE PALM HARBOR FL 34684