2024-03-13T09:40:55-05:00 2023-04-30 223051951 FABIETTI HALE HAMMERSTEDT & POWERS PA 3122 FIRE ROAD SUITE 101 EGG HARBOR TOWNSHIP NJ 08234 990PF 2022-05-01 237024987 ATLANTIC COUNTY MEDICAL SOCIETY SCHOLARSHIP FUND INC ATLA 6099263488 PO BOX 581 SOMERS POINT NJ 08244 THOMAS DIERKES PRESIDENT 6099263488 2024-03-03 1 THOMAS DIERKES XXX-XX-XXXX 0 MARK A MINAHAN CPA P01205998 6093838299 2024-03-03 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 343162 X X 208 208 8991 8991 2280 96746 2280 11479 11479 0 0 0 1650 825 825 2553 2553 0 26 0 26 12531 6250 6281 16760 9628 7132 32000 32000 48760 9628 39132 -37281 1851 14161 7980 7980 185 1868 1868 353883 321126 333314 302 276 0 368531 331250 343162 0 0 X 368531 331250 368531 331250 368531 331250 368531 -37281 0 331250 0 331250 285.81 SHS VANGUARD HIGH YEILD CORP FUND ADM P 2022-09-23 1443 1553 -110 -110 2217.91 VANGUARD HIGH YEILD CORP FUND ADM P 2022-09-23 11200 12985 -1785 -1785 10.485 SHS T ROWE PRICE BLUE CHIP GROWTH FUND P 2021-12-15 2022-05-10 1296 1829 -533 -533 16 SHS BERKSHIRE HATHAWAY INC P 2019-07-01 2022-05-10 5007 3439 1568 1568 11.564 FIRST EAGLE GLOBAL FUND P 2019-07-01 2022-05-10 695 675 20 20 2 SHS ISHARES CORE S&P MID ETF P 2019-07-01 2022-05-10 473 390 83 83 35 SHS ISHARE S&P500 P 2019-07-01 2022-05-10 5048 4119 929 929 109.673 SHS T ROWE PRICE BLUE CHIP P 2019-07-01 2022-05-10 13559 13199 360 360 26.928 SHS AMERICAN FUNDS CAPITAL INCOME BUILDER P 2019-07-01 2022-05-10 1730 1650 80 80 12 SHS VANGUARD DIVIDEND EFT APPRECIATION P 2019-07-01 2022-05-10 1794 1392 402 402 9 SHS VANGUARD HIGH DIVIDE EFT YIELD INDEX FUNDS P 2022-05-10 2022-07-06 911 962 -51 -51 3 SHS BERKSHIRE HATHAWAY INC P 2019-07-01 2022-07-06 822 645 177 177 15.353 SHS FIRST EAGLE GLOBAL FUND P 2019-07-01 2022-07-06 888 896 -8 -8 103.117 SHS THE BOND FUND OF AMERICA P 2020-04-27 2022-07-06 1226 1416 -190 -190 6 SHS ISHARES CORE S&P MED ETF P 2019-07-01 2022-07-06 1361 1171 190 190 16 SHS ISHARES CORE S&P SMALLCAP P 2019-07-01 2022-07-06 1475 1259 216 216 22 SHS ISHARES S&P 500 VALUE P 2019-07-01 2022-07-06 3027 2589 438 438 59 SHS ISHARES S&P 500 GROWTH P 2019-07-01 2022-07-06 3648 2667 981 981 30.751 SHS NEW PERSPECTIVE FUND P 2019-07-01 2022-07-06 1487 1384 103 103 102 SHS INVESCO TR II P 2020-10-14 2022-07-06 1266 1528 -262 -262 176.568 SHS PGIM SHORT-TERM CORP BOND P 2019-07-01 2022-07-06 1827 1953 -126 -126 146.278 SHS PGIM TOTAL RETURN P 2019-07-01 2022-07-06 1818 2154 -336 -336 32.965 SHS T ROWE PRICE INTL GLOBAL STOCK FUND P 2021-02-01 2022-07-06 1498 2191 -693 -693 8 SPDR GOLD TRUST P 2019-07-01 2022-07-06 1295 1127 168 168 28.881 SHS CAPITAL INCOME BUILDER P 2019-07-01 2022-07-06 1789 1769 20 20 291.088 SHS VANGUARD HIGH YIELD CORP FUND P 2020-10-14 2022-07-07 1505 1703 -198 -198 44.47 SHS VANGUARD BALANCED INDEX P 2019-07-01 2022-07-07 1821 1656 165 165 13 SHS VANUARD DIVIDEND APRECIATION P 2019-07-01 2022-07-06 1877 1508 369 369 93.165 SHS PGIM SHORT TERM CORP BOND P 2022-12-14 955 976 -21 -21 3 SHS VANGUARD HIGH DIVIDE YIELD INDEX FUNDS P 2022-05-10 2022-12-12 330 320 10 10 2 SHS BERKSHIRE HATHAWAY INC P 2019-07-01 2022-12-12 613 430 183 183 4.539 SHS FIRST EAGLE GLOBAL FUND P 2019-07-01 2022-12-12 265 265 0 0 29.601 SHS THE BOND FUND OF AMERICA P 2020-04-27 2020-12-12 342 406 -64 -64 2 SHS ISHARE CORE S&P MID P 2019-07-01 2022-12-12 495 390 105 105 5 SHS ISHARES CORE S&P SMALLCAP P 2019-07-01 2022-12-22 489 393 96 96 7 SHS ISHARES S&P 500 VALUE P 2019-07-01 2022-12-12 1034 824 210 210 17 SHS ISHARES S&P 500 GROWTH P 2019-07-01 2022-12-12 1038 768 270 270 8.715 SHS AMERICAN FUNDS NEW PERSPECTIVE FUND P 2019-07-01 2022-12-12 444 392 52 52 29 SHS INVESCO TR II PFD P 2020-10-14 2022-12-12 338 434 -96 -96 1430.518 SHS PGIM SHORT TERM CORP BOND P 2019-07-01 2022-12-14 14660 15952 -1292 -1292 42.167 SHS PGIM TOTAL RETURN P 2019-07-01 2022-12-12 509 621 -112 -112 9.342 SHS T ROWE PRICE INTL FDS GLOBAL STOCK FUND P 2021-02-01 2022-12-12 437 621 -184 -184 3 SHS SPDR GOLD TRUST P 2020-03-20 2022-12-12 498 423 75 75 8.243 SHS AMERICAN FUNDS CAPITAL INCOME BUILDER FUND P 2019-07-01 2022-12-12 533 505 28 28 12 SHS VANGUARD BALANCE INDEX ADM FUND P 2019-07-01 2022-12-22 522 472 50 50 4 SHS VANGUAD DIVIDEND APPRECIATION P 2019-07-01 2022-12-12 623 465 158 158 CAPITAL GAINS DIVIDENDS P 835 835 835 2280 26 0 26 0 26 302 0 0 0 302 0 276 276 0 0 0 0 0 0 0 0 0 0 0 0 1 NJ 1 0 0 0 0 1 N/A THE ORGANIZATION 6099263488 PO BOX 581 SOMERS POINT NJ 08244 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 THOMAS DIERKES PO BOX 581 SOMERS POINT NJ 08244 PRESIDENT 2.50 0 0 0 ZUBAIR SYED PO BOX 581 SOMERS POINT NJ 08244 VICE PRESIDENT 2.50 0 0 0 LISA DIERKES PO BOX 581 SOMERS POINT NJ 08244 EXECUTIVE DIRECTOR 2.50 0 0 0 NONE 0 NONE 0 PROVIDES EDUCATIONAL SCHOLARSHIPS FOR NEEDY MEDICAL STUDENTS. 32000 0 332740 17727 0 350467 0 0 350467 5257 345210 17261 17261 26 26 17235 0 17235 0 17235 39132 0 39132 17235 0 0 3270 2273 7675 16602 29820 39132 0 0 0 17235 21897 0 0 51717 0 0 0 0 0 0 3270 48447 2273 7675 16602 21897 LISA DIERKES PO BOX 581 SOMERS POINT NJ 08244 6099263488 STANDARD APPLICATION FORM PROVIDED BY THE SCHOLARSHIP FUND, TAX RETURNS, MCAT SCORES, COLLEGE AND MEDICAL SCHOOL GRADES, LETTER OF ACCEPTANCE, MARITAL STATUS. MID JUNE MUST BE AN ATLANTIC COUNTY RESIDENT AND US CITIZEN. ARJUN MATHUR 4 BRICHFIELD COURT NORTHFIELD NJ 08225 I SCHOLARSHIP 4000 DANIEL ROQUE 27 ABINGTON COURT MAYS LANDING NJ 08330 N/A I SCHOLARSHIP 5000 JENNAH SYED 6 JACK SLOAN COURT NORTHFIELD NJ 08225 DAUGHTER OF ORGANZIATION VICE PRESIDENT I SCHOLARSHIP 3000 JOHN PATRICK MARCZYK 210 TREMONT AVE ABSECON NJ 08201 N/A I SCHOLARSHIP 10000 MILLIE SHAH 6048 WILMINGTON AVE EGG HARBOR NJ 08234 N/A I SCHOLARSHIP 7500 WILHEMINA AMELIA KENNEDY 539 CONSTITUTION COURT GALLOWAY NJ 08205 N/A I SCHOLARSHIP 2500 32000 0 14 208 14 8991 18 2280 0 11479 0 11479 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 1650 825 825 INVESTMENTS - WELLS FARGO AT COST 321126 333314 PREPAID FEDERAL EXCISE TAX 302 276 ADMINISTRATIVE EXPENSE 12500 6250 6250 ANNUAL REPORT 31 0 31 ADVISOR FEES 2553 2553 0 26 0 26