2025-12-23T10:13:36-06:00 2023-06-30 341854260 CBIZ ADVISORS LLC 4600 S ULSTER ST SUITE 900 DENVER CO 80237 990PF 2022-07-01 470862874 SHELDON K BEREN CHARITABLE TRUST C/O ZEV BEREN SHEL 3032957772 1888 SHERMAN ST 600 DENVER CO 80203 ZEV BEREN TRUSTEE 3032957772 2025-11-16 1 1 TIM WEST CPA JD LLM P00290756 7202007000 2025-11-16 2022 2025-03-06 01:10:19Z X X 8526964 X X 7154 7154 163197 163197 123118 1007104 123118 259 259 293728 293728 0 0 0 32217 32217 0 393 393 0 32610 32610 0 440649 440649 473259 32610 440649 -179531 261118 206577 111141 111141 7042572 6958477 8415823 7249149 7069618 8526964 0 0 X 2445537 2445537 0 0 4803612 4624081 7249149 7069618 7249149 7069618 7249149 -179531 0 7069618 0 7069618 US BANK 2020-01-01 2022-12-31 833251 883986 -50735 -50735 CAPITAL GAINS DIVIDENDS P 173853 173853 173853 123118 3630 0 3630 0 3630 0 0 3824 0 3824 194 0 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 SUITE 600 DENVER CO 80203 0 0 0 0 0 0 0 0 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 CIR 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 DR LAKEWOOD NJ 08701 TRUSTEE 5.00 0 0 0 NONE 0 NONE 0 0 7916318 282071 0 8198389 0 0 8198389 122976 8075413 403771 403771 3630 3630 400141 0 400141 0 400141 440649 0 440649 400141 287135 0 0 440649 287135 0 0 153514 0 0 0 0 0 0 0 0 246627 0 0 0 X YESHIVA TORAS CHAIM 1555 STUART ST DENVER CO 80204 CHARITABLE 42610 HILLS ACADEMY OF DENVER 450 S HUDSON ST DENVER CO 80246 CHARITABLE 19141 KOLLEL BEREN - DEGEL YERUSHALAYIM 180 SUMMIT AVE STE 202 MONTVALE NJ 07645 CHARITABLE 7656 BETH MEDRASH GOVOHA OF AMERICA 617 6TH ST LAKEWOOD NJ 08701 CHARITABLE 39657 CONGREGATION ZERA ABRAHAM 1560 WINONA CT DENVER CO 80204 CHARITABLE 4594 BOYS TOWN JERUSALEM FDN OF AMER INC 209 W 29TH ST SUITE 6250 NEW YORK NY 10001 EDUCATIONAL 3063 BETH JACOB HIGH SCHOOL OF DENVER 5100 E 14TH AVE DENVER CO 80204 EDUCATIONAL 16844 NER ISRAEL RABBINICAL COLLEGE 400 MT WILSON LN PIKESVILLE MD 21208 EDUCATIONAL 7657 AGUDATH ISRAEL OF AMERICA 42 BROADWAY MANHATTAN NY 10001 CHARITABLE 3063 SHEFTAL AND MIRIAM FOUNDATION 1888 N SHERMAN ST STE 600 DENVER CO 80203 CHARITABLE 7657 AMERICAN FRIENDS OF OHEL SARAH 18 EAST 41ST ST NEW YORK NY 10017 CHARITABLE 7657 KOLLEL KINYAN TORAH 31 ILLINOIS AVE JACKSON NJ 08527 CHARITABLE 10000 YESHIVA TORAS ARON INC 285 RIVER AVE LAKEWOOD NJ 08701 CHARITABLE 3500 YESHIVA OHR NAFTOLI 701 BLOOMING GROVE TURNPIKE NEW WINDSOR NY 12553 CHARITABLE 25000 CONGREGATION KOLLEL BAIS SHEFTAL 111 FOREST AVE LAKEWOOD NJ 08701 CHARITABLE 49350 KAHAL SHAAREI TEFILLAH 205 JAMES ST LAKEWOOD NJ 08701 CHARITABLE 3000 CONGREGATION LEV AVOTH 232 IRIS RD LAKEWOOD NJ 08701 CHARITABLE 84350 VAAD HARABANIM 141-49 73RD AVENUE FLUSHING NY 11367 CHARITABLE 84350 AMERICAN FRIENDS OF YAD ELIEZER 410 GLENN ROAD JACKSON NJ 08527 CHARITABLE 21500 440649 0 14 7154 14 163197 14 259 18 123118 0 293728 0 293728 1 EDUCATIONAL 2 CHAIRTABLE 0 0 0 0 0 0 0 0 0 0 BLACKROCK STRATEGIC INCOME 278216 428216 405590 EATON VANCE FLOATING RATE I 702668 IRONWOOD INSTITUTIONAL MULTI 1639993 1649513 1652686 US REAL ESTATE INVESTMENT FUND 244565 254246 254246 VANGUARD MNGD PAYOUT 723 VERSUS CAP MM REAL ESTATE I 281120 246251 242689 VERSUS CAP RL EST 284089 279666 318217 TORTOISE MLP PIPELINE INSTL 159824 149211 309158 JANUS HENDERSON ENTERPRISE 250282 250282 357257 DFA US SMALL CAP VALUE PORTFOLIO 251627 251627 340654 HARDING LOEVNER INS EMERGING MRKT FD 436076 436076 427409 METROPOLITAN WEST TR BOND I 402715 552715 481902 DODGE & COX INTERNATIONAL STOCK FUND 628105 628105 739781 AMERICAN EUROPACIFIC GRTH F2 628382 628382 693013 VANGUARD 500 INDEX ADMIRAL 854187 854187 1840263 CLIFFWATER CORP LNDNG I 350000 352958 PASS THROUGH DEDUCTIONS 393 393 0 US REAL ESTATE FUND PASS THROUGH 259 259 259 AGENCY/CUSTODY FEE 23050 23050 0 TRUSTEE FEES 9167 9167 0