2024-10-01T10:07:30-05:00 2023-12-31 873231666 PKF O'CONNOR DAVIES ADVISORY LLC 300 TICE BOULEVARD SUITE 315 WOODCLIFF LAKE NJ 07677 990PF 2023-01-01 136202432 ALLIED EDUCATIONAL FOUNDATION ALLI 2015698180 13836 RIVOLI DRIVE PALM BEACH GARDEN FL 33410 STEVE BARASCH CHAIRMAN 2015698180 2024-10-01 1 1 GARRETT M HIGGINS P00543209 2017129800 2024-10-01 2023 2024-10-15 13:58:12Z X 2977466 X 2900 X 23 23 69744 69744 -101992 1170875 0 -29325 69767 0 54500 0 0 54500 61200 0 0 61200 3908 0 0 3908 36668 0 0 36668 106420 18402 0 88018 448 0 0 0 33166 0 0 33166 3081 0 0 3081 20199 0 0 18121 319590 18402 0 298662 56000 56000 375590 18402 0 354662 -404915 51365 0 50 50 50 166185 149074 149074 6711 5325 5325 2794501 2774543 2774543 21286 21286 48370 48474 48474 3015817 2977466 2977466 2087 2779 32665 33350 34752 36129 X 2981065 2941337 2981065 2941337 3015817 2977466 2981065 -404915 365187 2941337 0 2941337 PUBLICLY TRADED SECURITIES 1145739 1272867 -127128 -127128 CAPITAL GAIN DISTRIBUTION P 25136 25136 25136 -101992 714 0 714 0 714 12832 0 0 0 12832 0 12118 12118 0 0 0 0 0 0 0 0 0 0 0 1 1 FL 0 0 0 0 0 1 WWW.ALLIEDED.ORG BOARD OF GOV-ALLIED EDUCATIONAL FOU 2015698180 13836 RIVOLI DRIVE PALM BEACH GARDENS FL 33410 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 STEVE BARASCH 13836 RIVOLI DRIVE PALM BEACH GARDENS FL 33410 CHAIRMAN 3.00 0 0 0 JOFFREY PEARLMAN 13836 RIVOLI DRIVE PALM BEACH GARDENS FL 33410 TRUSTEE 3.00 12250 0 0 BRUCE ROGERS 13836 RIVOLI DRIVE PALM BEACH GARDENS FL 33410 TRUSTEE 1.50 10000 0 0 DAVID GLAZER 13836 RIVOLI DRIVE PALM BEACH GARDENS FL 33410 TRUSTEE 1.50 10000 0 0 ADAM TROY 13836 RIVOLI DRIVE PALM BEACH GARDENS FL 33410 TRUSTEE 1.50 10000 0 0 HERBERT POBINER 13836 RIVOLI DRIVE PALM BEACH GARDENS FL 33410 TRUSTEE 3.00 0 0 0 STEPHEN CAMADECO 13836 RIVOLI DRIVE PALM BEACH GARDENS FL 33410 TRUSTEE 3.00 12250 0 0 EDWARD NEWMAN 13836 RIVOLI DRIVE PALM BEACH GARDENS FL 33410 TRUSTEE 1.50 0 0 0 STUART SMITH 13836 RIVOLI DRIVE PALM BEACH GARDENS FL 33410 TRUSTEE 1.50 0 0 0 NONE 0 AUTOMATED OFFICE SYSTEMS 13836 RIVOLI DRIVE PALM BEACH GARDENS FL 33410 ADMINISTRATION 78500 0 DURING 2023, ALLIED EDUCATIONAL FOUNDATION FILED TWO COURT BRIEFS IN THE US SUPREME COURT AND ONE WITH THE KANSAS SUPREME COURT, IN PARTNERSHIP WITH JUDICIAL WATCH IN ORDER TO FIGHT FOR TRANSPARENCY IN GOVERNMENT AND AGAINST GOVERNMENT CORRUPTION THROUGH INVESTIGATION, LEGAL ACTION, AND EDUCATION. 79432 DURING 2023, ALLIED EDUCATIONAL FOUNDATION PARTNERED WITH FREEDOM WORKS TO CREATE ONLINE EDUCATIONAL CLASSES. 53134 DURING 2023, ALLIED EDUCATIONAL FOUNDATION PARTICIPATED IN THE PUBLISHING OF AN EDUCATIONAL NEWSLETTER. 21139 0 2810470 63494 0 2873964 0 0 2873964 43109 2830855 141543 141543 714 714 140829 0 140829 0 140829 354662 0 354662 140829 0 0 111968 82391 28826 668 260580 484433 354662 0 0 0 140829 213833 0 0 698266 0 0 0 0 0 0 111968 586298 82391 28826 668 260580 213833 X FREEDOM WORKS FOUNDATION 400 NORTH CAPITOL STREET NW 765 WASHINGTON DC 20001 NONE PC CREATE ONLINE EDUCATIONAL CLASSES RELATED TO THE MEANING OF THE UNITED STATES CONSTITUTION AND THE DECLARATION OF INDEPENDENCE AND THE ROLL OF A CONSTITUTIONAL GOVERNMENT. 25000 JUDICIAL WATCH 425 THIRD STREET SW WASHINGTON DC 20024 NONE PC FILE LEGAL BRIEFS TO FIGHT AGAINST POLITICAL CORRUPTION AND IN DEFENSE OF THE U.S CONSTITUTION 25000 UNION MUTUAL FOUNDATION 82 NORTH SUMMIT STREET TENAFLY NJ 07670 NONE PC SUPPORT THE ORGANIZATION'S RESEARCH AND PUBLICATION OF MONTHLY MEDICAL NEWSLETTERS. 6000 56000 0 14 23 14 69744 18 -101992 0 -32225 0 -32225 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 36668 0 0 36668 THE STATE OF FLORIDA DOES NOT REQUIRE A COPY OF FORM 990-PF. ARK INNOVATION ETF (ARKK) 86986 86986 ISHARES CORE S&P 500 ETF (IVV) 336251 336251 ISHARES CORE S&P SMALL CAP E (IJR) 156638 156638 ISHARES S&P MIDCAP 400 INDEX (IJH) 154927 154927 BLACKROCK HEALTH SCIENCE OPP I (SHSSX) 94388 94388 BLACKROCK TOTAL RET I (MAHQX) 269692 269692 CCM COMMUNITY IMPACT BD INST (CRANX) 260110 260110 INVESCO DEVELOPING MKTS Y (ODVYX) 145138 145138 MFS VALUE I (MEIIX) 354140 354140 OAKMARK INTERNATIONAL INST (OANIX) 155539 155539 BNY MELLON CORE PLUS I (DCPIX) 345938 345938 LORD ABBETT CONVERTIBLE I (LCFYX) 132012 132012 PIMCO GNMA&GOV SECURITIES I2 (PPGNX) 282784 282784 LEGAL FEES 3908 0 0 3908 ROU ASSET 32548 33100 33100 SECURITY DEPOSIT 2222 2222 2222 DIVIDEND RECEIVABLE 693 693 693 PREPAID FEDERAL EXCISE TAX 12907 12459 12459 INSURANCE 7282 0 0 5896 OFFICE 12917 0 0 12225 UNREALIZED GAINS 365187 SHORT TERM LEASE LIABILITY 32665 33350 ADMINISTRATIVE FEES 85500 0 0 85500 MORGAN STANLEY 18402 18402 0 0 CONSULTING FEES 595 0 0 595 TEMPORARY HELP 1923 0 0 1923 FEDERAL EXCISE TAX 448 0 0 0