2023-11-14T16:24:09-06:00 2021-12-31 341854260 CBIZ MHM LLC 4600 S ULSTER ST SUITE 900 DENVER CO 80237 990PF 2021-01-01 201203311 HARRY H BEREN FOUNDATION ZB HARR 3038885727 1888 SHERMAN ST SUITE 600 DENVER CO 80203 ZEV BEREN PRESIDENT 3038885727 2023-11-14 1 ZEV BEREN 999009999 TIM WEST CPA JD LLM P00290756 7202007000 0 AAL1 IAL1 2021 2023-04-26 12:10:37Z X X 8747586 X X 243299 243299 243299 718381 863568 718381 961680 961680 243299 0 0 0 0 21283 0 21283 0 11097 11097 0 0 10245 10245 0 0 709 709 0 0 43334 22051 21283 0 344500 344500 387834 22051 21283 344500 573846 939629 222016 203521 246233 246233 5245591 5776725 8501353 5449112 6022958 8747586 0 0 X 4787350 4787350 0 0 661762 1235608 5449112 6022958 5449112 6022958 5449112 573846 0 6022958 0 6022958 VANGUARD US GROWTH FUND 2008-12-31 2021-12-15 173767 43204 130563 130563 VANGUARD US GROWTH FUND 2018-12-18 2021-12-15 76939 44597 32342 32342 VANGUARD US GROWTH FUND 2019-04-03 2021-12-15 93794 57386 36408 36408 CAPITAL GAINS DIVIDENDS P 519068 519068 519068 718381 0 13061 0 13061 0 13061 14633 0 0 0 14633 0 1572 1572 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 STE 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 1888 SHERMAN ST DENVER CO 80203 PRESIDENT 5.00 0 0 0 NONE 0 NONE 0 0 8535400 210480 0 8745880 0 0 8745880 131188 8614692 430735 430735 13061 13061 417674 0 417674 0 417674 344500 0 344500 417674 320359 0 0 344500 320359 0 0 24141 0 0 0 0 0 0 0 0 393533 0 0 0 X AGUDATH ISRAEL OF AMERICA 42 BROADWAY - 14TH FLOOR NEW YORK NY 10004 CHARITABLE 25000 AMER COM FOR SHAARE ZEDEK HOSPITAL 55 WEST 39TH STREET 4TH FLOOR NEW YORK NJ 10018 CHARITABLE 3000 AMERICAN FRIENDS OF OHEL SARAH 225 HUDSON STREET LAKEWOOD NJ 08701 CHARITABLE 6000 AMERICAN FRIENDS OF PONEVEZ YESHIVA 1133 BROADWAY SUITE 823 NEW YORK NY 10010 CHARITABLE 2000 AMERICAN FRIENDS OF YESHIVA D'MIR 5227 NEW UTRECHT AVENUE BROOKLYN NY 11219 CHARITABLE 1500 BAIS MENACHEM INC-CHABAD OF COLORADO 400 SOUTH HOLLY STREET DENVER CO 80246 CHARITABLE 3000 BETH JACOB HIGH SCHOOL OF DENVER 5100 WEST 14TH AVENUE DENVER CO 80204 EDUCATION 24000 BETH MEDRASH GOVOHA OF AMERICA 617 SIXTH STREET LAKEWOOD NJ 08701 CHARITABLE 42000 BOYS TOWN JERUSALEM FDN OF AMER INC 110 HILLSIDE BLVD SUITE 14 LAKEWOOD NJ 08701 CHARITABLE 1000 CHABAD LUBAVITCH OF BOULDER COUNTY 4900 SIOUX DRIVE BOULDER CO 80303 CHARITABLE 500 DEGEL YERUSHALAYIM CULTURAL FUND 180 SUMMIT AVENUE SUITE 202 MONTVALE NJ 07645 CHARITABLE 12000 DENVER COMMUNITY KOLLEL 1395 WOLFF STREET DENVER CO 80204 CHARITABLE 20000 EZRAS TORAH - TORAH RELIEF SOC INC 1540 ROUTE 202 SUITE 2 POMONA NY 10970 CHARITABLE 6000 GANEINU 6738A EAST CEDAR AVENUE DENVER CO 80224 CHARITABLE 1000 HILLEL ACADEMY OF DENVER 450 SOUTH HUDSON STREET DENVER CO 80246 EDUCATION 40000 JEWISH IN THE CITY-CHABAD 1410 GRANT STREET SUITE B207 DENVER CO 80203 CHARITABLE 500 KOLLEL ATERES MORDECHAI 2302 TAPESTRY COURT TOMS RIVER NJ 08755 CHARITABLE 8000 LAKEWOOD CHEDER SCHOOL PO BOX 838 LAKEWOOD NJ 08701 EDUCATION 10000 MESIVTHA TIFERETH JERUSALEM 145 E BROADWAY NEW YORK NY 10002 CHARITABLE 11000 NER ISRAEL RABBINICAL COLLEGE 400 MT WILSON LANE BALTIMORE MD 21208 EDUCATION 28000 OHR SOMAYACH INTERNATIONAL INC 1399 BROADWAY SUITE 823 NEW YORK NY 10010 CHARITABLE 1000 OHR SOMAYACH J TANENBAUM ED CTR 244 ROUTE 306 MONSEY NY 10952 CHARITABLE 1500 P'EYLIM LEV L'ACHIM 1034 E 12TH STREET BROOKLYN NY 11230 CHARITABLE 7500 RABBINICAL COLLEGE OF TELSHE 28400 EUCLID AVENUE WICKLIFFE OH 44092 EDUCATION 17500 SHUVU RETURN INC 5218 16TH AVENUE BROOKLYN NY 11204 CHARITABLE 12000 TALMUDICAL YESHIVA OF PHILADELPHIA 6063 DREXEL ROAD PHILADELPHIA PA 19131 CHARITABLE 6000 THE JEWISH EXPERIENCE 399 S MONACO PARKWAY DENVER CO 80224 CHARITABLE 6500 TORAH SCHOOLS FOR ISRAEL 1607 45TH STREET BROOKLYN NY 11204 EDUCATION 6000 UNION OF ORTHO JEWISH CONG OF AMER 11 BROADWAY 14TH FLOOR NEW YORK NY 10004 CHARITABLE 1500 WESTERN CTR FOR RUSSIAN JEWRY 295 S LOCUST STREET DENVER CO 80224 CHARITABLE 3000 YESHIVA BETH DAVID 22 W MAPLE AVENUE MONSEY NY 10952 CHARITABLE 7000 YESHIVA CHAYEI OLAM INC 14 EAST ELEVENTH STREET LAKEWOOD NJ 80701 CHARITABLE 5000 YESHIVA GEDOLAH BE'ER HATORAH 961 ESAT COUNTY LINE ROAD LAKEWOOD NJ 08701 CHARITABLE 2500 YESHIVA TORAS CHAIM 1555 STUART STREET DENVER CO 80204 CHARITABLE 18000 YESHIVA UNIVERSITY 500 W 185TH STREET SUITE BH 316 NEW YORK NY 10033 EDUCATION 5000 344500 0 14 243299 18 718381 0 961680 0 961680 1 INCOME ALLOWING THE FOUNDATION TO CONTINUE MAKING CHARITABLE GIFTS 0 0 0 0 0 0 0 0 0 0 TRUST FEES 9397 9397 0 0 ACCOUNTING FEES 1700 1700 0 0 DODGE & COX STOCK FUND 845863 1869143 VANGUARD BEACON SMALL CAP VALUE 733538 1906842 AMERICAN BEACON SMALL CAP VALUE 705227 992047 AMERICAN EUROPACIFIC GROWTH 288308 394302 ARTISAN INTERNATIONAL FUND 350629 529028 DOUBLELINE TOTAL RETURN FUND 1477488 1401996 FPA CRESCENT PORTFOLIO 653512 730898 WESTWOOD INCOME OPPORTUNITY 722160 677097 LEGAL 21283 0 21283 0 INVESTMENT ADVISORY 10245 10245 0 0 TAXES PAID 709 709 0 0