2024-05-10T08:30:22-05:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 1525 VALLEY CENTER PARKWAY STE 300 BETHLEHEM PA 180172285 990PF 2023-01-01 236268670 BERNARD & AUDREY BERMAN FOUNDATION BERN 6104376790 3003 TURNER STREET ALLENTOWN PA 18104 ROBERTO FISCHMANN ADMINISTRATOR 6104376790 2024-05-08 1 ROBERTO FISCHMANN 999009999 0 HARRY L PIETROUCHIE CPA P01623121 6104335501 2024-05-08 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 1725547 X X 159 159 34292 37010 3814 29843 3814 38265 40983 0 0 0 300 150 150 2625 1312 1313 2925 1462 1463 56240 56240 59165 1462 57703 -20900 39521 10637 236 236 24681 20415 20415 1091427 1085194 1701737 2950 2950 3159 1129695 1108795 1725547 0 0 X 0 0 0 0 1129695 1108795 1129695 1108795 1129695 1108795 1129695 -20900 0 1108795 0 1108795 SALE OF PUBLICLY TRADED SECURITIES 22770 26029 -3259 -3259 CAPITAL GAINS DIVIDENDS P 7073 7073 7073 3814 549 0 549 0 549 898 0 0 0 898 0 349 349 0 0 0 0 0 0 0 0 0 0 0 1 1 PA 1 0 0 0 0 1 N/A ROBERTO FISCHMANN 6104376790 3003 TURNER STREET ALLENTOWN PA 18104 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CLAUDIA FISCHMANN MATTISON 3003 TURNER STREET ALLENTOWN PA 18104 SECRETARY/TREASURER 1.00 0 0 0 DIANA FISCHMANN ORENSTEIN 3003 TURNER STREET ALLENTOWN PA 18104 PRESIDENT 1.00 0 0 0 VERONICA FISCHMANN 3003 TURNER STREET ALLENTOWN PA 18104 VICE PRESIDENT 1.00 0 0 0 NONE 0 NONE 0 0 1567784 36077 0 1603861 0 0 1603861 24058 1579803 78990 78990 549 549 78441 0 78441 0 78441 57703 0 57703 78441 0 0 213442 334924 548366 57703 0 0 0 57703 0 20738 20738 527628 0 0 0 0 0 0 0 527628 192704 334924 ROBERTO FISCHMANN 3003 TURNER STREET ALLENTOWN PA 18104 6104376790 LETTER NONE NONE ALLENTOWN ART MUSEUM PO BOX 388 ALLENTOWN PA 18105 N/A PC GENERAL OPERATIONS 4000 AMERICAN TECHNION SOCIETY 55 EAST 59TH STREET NEW YORK NY 10126 N/A PC GENERAL OPERATIONS 2500 CHABAD LUBAVITCH OF THE LEHIGH VALLEY 4457 CRACKERSPORT RD ALLENTOWN PA 18104 N/A PC GENERAL OPERATIONS 6400 COMMUNITY ACTION COMMITTEE OF THE LEHIGH VALLEY 1337 EAST FIFTH AVE BETHLEHEM PA 18015 N/A PC GENERAL OPERATIONS 5000 FRIENDS OF THE ARAVA INSTITUTE 1320 CENTRE ST SUITE 206 NEWTON CENTRE MA 02459 N/A PC GENERAL OPERATIONS 1800 JEWISH DAY SCHOOL OF THE LEHIGH VALLEY 2313 PENNSYLVANIA STREET ALLENTOWN PA 18104 N/A PC GENERAL OPERATIONS 30000 JEWISH FAMILY SERVICE OF THE LEHIGH VALLEY 2004 W ALLEN STREET ALLENTOWN PA 18104 N/A PC GENERAL OPERATIONS 1540 JEWISH NATIONAL FUND 78 RANDALL AVE ROCKVILLE CENTRE NY 11570 N/A PC GENERAL OPERATIONS 5000 56240 0 14 159 14 34292 18 3814 0 38265 0 38265 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 2625 1312 1313 WAL-MART STORES INC SENIOR NOTES 5.00% 2950 3159 1,597 SHS MEDICAL PROPERTIES TRUST INC 30153 7841 775 SHS REALTY INCOME CORP REIT 38002 44492 65 SHS SPDR S&P 500 TRUST ETF 23972 30895 671 SHS STAG INDUSTRIAL INC 16480 26326 1,927 SHS VANGUARD SHORT TERM ETF 94850 91520 1,509 SHS FIDELITY TOTAL MARKET INDEX FUND 64727 198835 845 SHS VANGUARD INDEX MID CAP 81916 244676 3,012 SHS VANGUARD FUNDS DIVIDEND GROWTH 66351 112076 2,328 SHS VANGUARD US GROWTH 216291 341451 2,286 SHS VANGUARD SMALL-CAP INDEX FUND 91716 236193 2,960 SHS VANGUARD WINDSOR FUNDS 188215 225113 REGENCY CTRS CORP PFD 5.875% 40171 38188 RITHM CAPITAL CORP PFD 6.375% 25048 22018 UMH PROPERTIES PFD 6.375% 57534 54973 VORNADO REALTY PFD 4.45% 49768 27140 LEGAL FEES 300 150 150