2024-11-15T13:03:15-06:00 2024-06-30 232226550 MMQ & ASSOCIATES PC 1173 CLAY AVENUE SCRANTON PA 18510 990PF 2023-07-01 810926185 DONALD BERNSTEIN FAMILY FOUNDATION DONA 5703426100 13 LAKESIDE DRIVE CLARKS SUMMIT PA 18411 DONALD BERNSTEIN PRESIDENT 5703426100 2024-11-14 1 1 STEPHANIE MIHAL CPA P01250896 5709610345 2024-11-14 2023 2024-10-15 13:58:12Z X 2104832 X 0 X 38417 38417 128628 577392 128628 167045 167045 0 0 0 1300 0 0 1280 0 0 138 0 0 2718 0 0 100779 100779 103497 0 100779 63548 167045 35626 32129 32129 26003 34330 34330 902025 1177972 1979049 207788 0 0 79181 69740 59324 1250623 1314171 2104832 0 0 X 0 0 0 0 1250623 1314171 1250623 1314171 1250623 1314171 1250623 63548 0 1314171 0 1314171 2,500 SHS COMMUNITY BANK P 2020-12-19 2023-08-29 117757 103485 14272 14272 650 SHS HEICO CORP NEW P 2010-04-05 2024-06-24 147395 7073 140322 140322 1,887 SHS BANK OF AMERICA CORP P 2022-01-27 2024-02-28 40792 47175 -6383 -6383 300 SHS NURIX THERAPEUTICS P 2024-04-12 2024-04-16 4286 4500 -214 -214 50,000 SHS CONAGRA BRANDS P 2022-11-21 2023-12-22 49583 49583 0 0 50,000 SHS BANC CALIFORNIA P 2022-07-06 2023-12-22 41403 46380 -4977 -4977 113,000 SHS VERIZON P 2022-05-05 2024-01-18 101695 111826 -10131 -10131 1,000 SHS COHEN & STEERS P 2022-02-24 2024-02-14 13875 19431 -5556 -5556 20,000 SHS STIFEL P 2023-10-01 2023-10-25 20000 20000 0 0 29,561 SHS STIFEL P 2023-12-01 2023-12-22 29561 29561 0 0 500 SHS TXO PARTNERS P 2023-01-27 2024-06-05 11045 9750 1295 1295 128628 2322 0 2322 0 2322 1240 0 0 0 1240 0 1082 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 1 N/A SANDY DEPOTI 5705863611 13 LAKESIDE DRIVE CLARKS SUMMIT PA 18411 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DONALD BERNSTEIN 13 LAKESIDE DRIVE CLARKS SUMMIT PA 18411 PRESIDENT AND BOARD MEMBER 1.00 0 0 0 MICHAEL BERNSTEIN 9 LAKESIDE COMMONS CLARKS SUMMIT PA 18411 BOARD MEMBER 1.00 0 0 0 MARC BERNSTEIN 105 COBBLESTONE LANE SOUTH ABINGTON TOWNSHI PA 18411 BOARD MEMBER 1.00 0 0 0 JEFFREY BERNSTEIN 56 LAMARRE DRIVE MARLBOROUGH MA 01752 BOARD MEMBER 1.00 0 0 0 DORIE SHIOVITZ 2076 OAK AVENUE BOULDER CO 80304 BOARD MEMBER 1.00 0 0 0 NONE 0 NONE 0 THE PLANNED ACTIVITIES OF THE DONALD BERNSTEIN FAMILY FOUNDATION INCLUDE DISTRIBUTING FUNDS TO CHARITABLE INSTITUTIONS THAT ARE EXEMPT FROM TAX UNDER SECTION 501(C)(3) IF THE IRS. THE FOUNDATION WILL DISTRIBUTE ITS FUNDS TO INSTITUTIONS THAT SHARE THE SAME PHILANTHROPIC GOALS AND IDEALS AS THE DONALD BERNSTEIN FAMILY, WHICH INCLUDE, WITHOUT LIMITATION, SUPPORTING ORGANIZATIONS THAT FOCUS ON THE JEWISH FAITH AND THE JEWISH COMMUNITY OF NORTHEASTERN PENNSYLVANIA. 0 0 1800539 67952 0 1868491 0 0 1868491 28027 1840464 92023 92023 2322 2322 89701 0 89701 0 89701 100779 0 100779 89701 0 0 86968 41525 35436 9349 173278 100779 0 0 0 89701 11078 0 0 184356 0 0 0 0 0 0 86968 97388 41525 35436 9349 11078 X ALS ASSOCIATION 549 FAIR ST BLOOMSBURG PA 17815 PUBLIC TO FURTHER DESIGNATED WORK OF ORGANIZATIONS 75 AACA MUSEUM 161 MUSEUM DRIVE HERSHEY PA 17033 PUBLIC TO FURTHER DESIGNATED WORK OF ORGANIZATIONS 50 AJC 165 EAST 56TH STREET NEW YORK NY 10022 PUBLIC TO FURTHER DESIGNATED WORK OF ORGANIZATIONS 30 ALZHEIMER'S ASSOCIATION 225 N MICHIGAN AVE FLOOR 17 CHICAGO IL 60601 PUBLIC TO FURTHER DESIGNATED WORK OF ORGANIZATIONS 35 B'NAI B'RITH INTERNATIONAL 1120 20TH STREET NW SUITE 300N WASHINGTON DC 20036 PUBLIC TO FURTHER DESIGNATED WORK OF ORGANIZATIONS 25 BOYS TOWN 14100 CRAWFORD ST BOYS TOWN NE 68010 PUBLIC TO FURTHER DESIGNATED WORK OF ORGANIZATIONS 50 BROADWAY THEATRE LEAGUE OF NEPA 345 N WASHINGTON AVE SCRANTON PA 18505 PUBLIC TO FURTHER DESIGNATED WORK OF ORGANIZATIONS 250 CHINCHILLA HOSE COMPANY 113 SHADY LANE ROAD SOUTH ABINGTON PA 18411 PUBLIC TO FURTHER DESIGNATED WORK OF ORGANIZATIONS 40 COUNTRYSIDE CONSERVANCY COLLEGE AVE LA PLUME PA 18440 PUBLIC TO FURTHER DESIGNATED WORK OF ORGANIZATIONS 150 ELAN SKILLED NURSING (FORMERLY JEWISH HOME) 1101 VINE STREET SCRANTON PA 18503 PUBLIC TO FURTHER DESIGNATED WORK OF ORGANIZATIONS 29800 GUIDING EYES FOR THE BLIND 611 GRANITE SPRINGS ROAD YORKTOWN HEIGHTS NY 10598 PUBLIC TO FURTHER DESIGNATED WORK OF ORGANIZATIONS 75 JEWISH COMMUNITY CENTER 601 JEFFERSON AVENUE SCRANTON PA 18510 PUBLIC TO FURTHER DESIGNATED WORK OF ORGANIZATIONS 350 JEWISH DISCOVERY CENTER 216 MILLER ROAD CLARKS SUMMIT PA 18411 PUBLIC TO FURTHER DESIGNATED WORK OF ORGANIZATIONS 5000 JEWISH FAMILY SERVICES 615 JEFFERSON AVENUE SCRANTON PA 18510 PUBLIC TO FURTHER DESIGNATED WORK OF ORGANIZATIONS 500 JEWISH FEDERATION OF NEPA 601 JEFFERSON AVENUE SCRANTON PA 18510 PUBLIC TO FURTHER DESIGNATED WORK OF ORGANIZATIONS 55000 LEUKEMIA & LYMPHOMA SOCIETY 3 INTERNATIONAL DRIVE SUITE 200 RYE BROOK NY 10573 PUBLIC TO FURTHER DESIGNATED WORK OF ORGANIZATIONS 50 MARINE TOYS FOR TOTS 18251 QUANTICO GATEWAY DRIVE TRIANGLE VA 22172 PUBLIC TO FURTHER DESIGNATED WORK OF ORGANIZATIONS 70 MSKCC 1275 YORK AVENUE NEW YORK NY 10065 PUBLIC TO FURTHER DESIGNATED WORK OF ORGANIZATIONS 40 NATIONAL WORLD WAR II MUSEUM 945 MAGAZINE STREET NEW ORLEANS LA 70130 PUBLIC TO FURTHER DESIGNATED WORK OF ORGANIZATIONS 100 NEPA PHILHARMONIC PO BOX 4525 SCRANTON PA 18505 PUBLIC TO FURTHER DESIGNATED WORK OF ORGANIZATIONS 100 PARKINSON RESEARCH FOUNDATION 200 SE 1ST STREET STE 800 MIAMI FL 33131 PUBLIC TO FURTHER DESIGNATED WORK OF ORGANIZATIONS 125 REBA & ART DOUGLASS RELIG SCHOOL 918 E GIBSON STREET SCRANTON PA 18510 PUBLIC TO FURTHER DESIGNATED WORK OF ORGANIZATIONS 200 SCRANTON CULTURAL CENTER 420 N WASHINGTON AVE SCRANTON PA 18503 PUBLIC TO FURTHER DESIGNATED WORK OF ORGANIZATIONS 250 SECOND CHANCES FOR BLIND DOGS 4335 VAN NUYS BLVD SHERMAN OAKS CA 91403 PUBLIC TO FURTHER DESIGNATED WORK OF ORGANIZATIONS 50 SIMON WIESENTHAL CENTER 1399 S ROXBURY DR LOS ANGELES CA 90035 PUBLIC TO FURTHER DESIGNATED WORK OF ORGANIZATIONS 50 SMILE TRAIN 633 THIRD AVENUE NEW YORK NY 10017 PUBLIC TO FURTHER DESIGNATED WORK OF ORGANIZATIONS 50 SPECIAL OLYMPICS OF PA 2570 BLVD OF THE GENERALS SUITE 124 NORRISTOWN PA 19403 PUBLIC TO FURTHER DESIGNATED WORK OF ORGANIZATIONS 35 ST JOSEPH'S INDIAN SCHOOL 1301 N MAIN ST CHAMBERLAIN SD 57325 PUBLIC TO FURTHER DESIGNATED WORK OF ORGANIZATIONS 50 ST JUDE CHILDREN'S RESEARCH HOSPITAL 501 ST JUDE PLACE MEMPHIS TN 38105 PUBLIC TO FURTHER DESIGNATED WORK OF ORGANIZATIONS 1000 TUNNELS TO TOWERS FOUNDATION 2361 HYLAN BLVD STATEN ISLAND NY 10306 PUBLIC TO FURTHER DESIGNATED WORK OF ORGANIZATIONS 1040 VALLEY FORGE MILITARY ACADEMY 1001 EAGLE RD WAYNE PA 19087 PUBLIC TO FURTHER DESIGNATED WORK OF ORGANIZATIONS 2500 VFW 1849 BLOOM AVE SCRANTON PA 18508 PUBLIC TO FURTHER DESIGNATED WORK OF ORGANIZATIONS 38 WAVERLY COMMUNITY HOUSE 1115 N ABINGTON RD WAVERLY PA 18471 PUBLIC TO FURTHER DESIGNATED WORK OF ORGANIZATIONS 300 WEINBERG FOOD BANK 185 RESEARCH DRIVE PITTSTON PA 18640 PUBLIC TO FURTHER DESIGNATED WORK OF ORGANIZATIONS 100 WOUNDED WARRIOR PROJECT 370 7TH AVENUE NEW YORK NY 10001 PUBLIC TO FURTHER DESIGNATED WORK OF ORGANIZATIONS 58 WOMENS RESOURCE CENTER 620 MADISON AVE SCRANTON PA 18510 PUBLIC TO FURTHER DESIGNATED WORK OF ORGANIZATIONS 500 WOUNDED PAW PROJECT 12644 CHAPEL RD CLIFTON VA 20124 PUBLIC TO FURTHER DESIGNATED WORK OF ORGANIZATIONS 50 ST MARY'S BYZANTINE CATHOLIC CHURCH 310 MIFFLIN AVE SCRANTON PA 18503 PUBLIC TO FURTHER DESIGNATED WORK OF ORGANIZATIONS 300 AMERICAN RED CROSS OF NEPA 256 N SHERMAN ST WILKES BARRE PA 18702 PUBLIC TO FURTHER DESIGNATED WORK OF ORGANIZATIONS 38 KEYSTONE COLLEGE 1 COLLEGE GREEN LA PLUME PA 18440 PUBLIC TO FURTHER DESIGNATED WORK OF ORGANIZATIONS 1000 LAW ENFORCEMENTS LEGAL DEFENSE FUND 2560 HUNTINGTON AVE STE 203 ALEXANDRIA VA 22303 PUBLIC TO FURTHER DESIGNATED WORK OF ORGANIZATIONS 250 PROSTATE CANCER FOUNDATION 1250 FOURTH STREET SANTA MONICA CA 90401 PUBLIC TO FURTHER DESIGNATED WORK OF ORGANIZATIONS 50 STAND WITH US PO BOX 341069 LOS ANGELES CA 90034 PUBLIC TO FURTHER DESIGNATED WORK OF ORGANIZATIONS 200 PROJECT JOY 5022 W AVE N 10232 PALMDALE CA 93551 PUBLIC TO FURTHER DESIGNATED WORK OF ORGANIZATIONS 125 CLINIC AT SCRANTON PRIMARY 659 WYOMING AVE SCRANTON PA 18509 PUBLIC TO FURTHER DESIGNATED WORK OF ORGANIZATIONS 125 GRACE EPISCOPAL CHURCH 104 LAUREL DR SCRANTON PA 18505 PUBLIC TO FURTHER DESIGNATED WORK OF ORGANIZATIONS 50 BOULDER BIRTH AND HOLISTIC HEALTH CENTER 2800 FOLSOM ST BOULDER CO 80304 PUBLIC TO FURTHER DESIGNATED WORK OF ORGANIZATIONS 300 DOCTORS WITHOUT BORDERS 40 RECTOR STREET NEW YORK NY 10006 PUBLIC TO FURTHER DESIGNATED WORK OF ORGANIZATIONS 75 SMILING DOG FARMS 6915 S STATE HIGHWAY 60 WHARTON TX 77488 PUBLIC TO FURTHER DESIGNATED WORK OF ORGANIZATIONS 80 100779 0 14 38417 128628 0 38417 128628 167045 8 THE FOUNDATION WAS REQUIRED TO LIQUIDATE INVESTMENTS TO RAISE LIQUID FUNDS FOR DISTRIBUTION, THE RESULT WAS A GAIN OF $128,628. 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEE 1300 0 0 STIFEL INVESTMENTS 1177972 1979049 STIFEL INVESTMENTS AT COST 50000 39525 STIFEL INVESTMENTS AT COST 19740 19799 ANNUAL FEE 15 0 0 BANK CHARGES 123 0 0 ANNUAL TAXES PAID 1280 0 0