2025-02-13T11:50:07-00:00 2023-12-31 043602740 Berkman Jorgensen Masters & Stafman 251 Roysl Palm Way Suite 400 Palm Beach FL 33480 990PF 2023-01-01 066503680 Louise B Blackman Family Foundation LOUI 5618351313 251 Royal Palm Way STE 400 Palm Beach FL 33480 Robert G Simses Trustee 5618351313 2025-01-27 true true Brent D Berkman P00060386 5612367285 2025-01-26 2023 2025-03-06 01:10:19Z X 7045417 X 140828 95586 -113568 5948525 0 27260 95586 120039 12004 108035 4650 2325 2325 54680 54680 60 60 3357 3012 182786 72081 110360 400000 400000 582786 72081 510360 -555526 23505 634158 133104 133104 897390 897079 897390 897390 2081 2081 2671405 3034041 3070806 2553950 2146225 2031509 922921 910527 910527 7679513 7123368 7045417 619 619 0 X 7678894 7123368 7678894 7123368 7679513 7123368 7678894 -555526 7123368 7123368 Publicly-Traded Marketable Securities 5948525 6062093 -113568 -113568 -113568 327 327 327 2408 2500 4908 4908 4581 4581 false false false false false false false true true FL true false false false false true Not applicable Simses & Associates PA 5618351313 251 Royal Palm Way Suite 400 Palm Beach FL 33480 false false false false false false false false false false false false false false false false false false false false false Simses & Associates PA 251 Royal Palm Way Suite 400 Palm Beach FL 33480 Trustee 010.00 120039 NONE CWA Asset Management Group LLC 9130 Galleria Court Third Floor Naples FL 34109 Investment advisory management 54680 Not applicable 0 Not applicable 4805501 242097 0 5047598 5047598 75714 4971884 248594 248594 327 327 248267 248267 248267 510360 510360 248267 117522 74249 317836 254903 139532 904042 510360 248267 262093 1166135 0 117522 1048613 74249 317836 254903 139532 262093 X ACLU Foundation of Connecticut 765 Asylum Avenue 1st Floor Hartford CT 06106 None PC Charitable exempt purpose 10000 Alzheimer's Foundation of America 322 8th Avenue 7th Floor New York NY 10001 None PC Charitable exempt purpose 2000 American Red Cross 431 18th Street NW Washington DC 20006 None PC Charitable exempt purpose 20000 Americares Foundation 88 Hamilton Avenue Stamford CT 069023105 None PC Charitable exempt purpose 10000 Americares Free Clinic 88 Hamilton Avenue Stamford CT 069023105 None PC Charitable exempt purpose 10000 Amnesty International USA 311 West 43rd Street 7th Floor New York NY 10036 None PC Charitable exempt purpose 10000 Care Gift Center P O Box 1870 Norfolk VA 221168070 None PC Charitable exempt purpose 3000 City Harvest 6 East 32nd Street 5th Floor New York NY 10016 None PC Charitable exempt purpose 2000 Coalition for the Homeless 129 Fulton Street New York NY 10038 None PC Charitable exempt purpose 2000 Connecticut Foodshare 2 Research Parkway Wallingford CT 064921929 None PC Charitable exempt purpose 10000 Doctors Without Borders P O Box 5030 Hagerstown MD 217415030 None PC Charitable exempt purpose 22500 Fisher House Foundation 12300 Twinbrook Parkway Suite 410 Rockville MD 20852 None PC Charitable exempt purpose 12000 Food Bank of SW Fairfield County 461 Glenbrook Road Stamford CT 06902 None PC Charitable exempt purpose 500 Habitat for Humanity 322 West Lamar Street Americus GA 31709 None PC Charitable exempt purpose 2000 Harry Chapin Food Bank of Southwest Florida Inc 3760 Fowler Street Fort Myers FL 33901 None PC Charitable exempt purpose 5000 John N Blackman Sr Foundation 10 East 40th Street 21st Floor New York NY 100160348 None PC Charitable exempt purpose 50000 National Military Family Association 3601 Eisenhower Avenue Suite 425 Alexandria VA 22304 None PC Charitable exempt purpose 5000 The Nature Conservancy in CT 55 Church Street Floor 3 New Haven CT 065103029 None PC Charitable exempt purpose 10000 Norwalk Community College Foundation 188 Richards Avenue Room E311 Norwalk CT 068541655 None PC Charitable exempt purpose 10000 Oxfam America 226 Causeway Street 5th Floor Boston MA 02114 None PC Charitable exempt purpose 10000 Paws 504 Main Avenue Norwalk CT 06851 None PC Charitable exempt purpose 500 Person to Person 1864 Post Road Darien CT 06820 None PC Charitable exempt purpose 25000 Pet Animal Welfare Society of Connecticut 504 Main Avenue Norwalk CT 06851 None PC Charitable exempt purpose 10000 Planned Parenthood of Southern NE 345 Whitney Avenue New Haven CT 065112348 None PC Charitable exempt purpose 12500 St Jude's Gift Fund 501 St Judes Place Memphis TN 38105 None PC Charitable exempt purpose 8000 World Wildlife Fund 1250 24th Street NW Floor 2 Washington DC 200371193 None PC Charitable exempt purpose 10000 DAV Charitable Service Trust 3725 Alexandria Pike Cold Spring KY 410761712 None PC Charitable exempt purpose 10000 Feed My Starving Children 401 93rd Avenue NW Coon Rapids MN 55433 None PC Charitable exempt purpose 6000 Memorial Sloan Kettering 885 Second Avenue 8th Floor New York NY 10017 None PC Charitable exempt purpose 50000 Noroton Presbyterian Church 2011 Post Road Darien CT 06820 None PC Charitable exempt purpose 10000 Salvation Army USA 615 Sisters Lane Alexandria VA 22314 None PC Charitable exempt purpose 2500 Save the Children 501 Kings Highway East Suite 400 Fairfield CT 06825 None PC Charitable exempt purpose 12500 Smilow Cancer Hospital at Yale NH P O Box 1849 New Haven CT 065081849 None PC Charitable exempt purpose 3000 Trustees of Mount Holyoke College 50 College Street South Hadley MA 010751423 None PC Charitable exempt purpose 10000 Trustees of Hamilton College 198 College Hill Road Clinton NY 13323 None PC Charitable exempt purpose 12000 Waterkeeper Alliance 180 Maiden Lane Suite 603 New York NY 10038 None PC Charitable exempt purpose 2000 Wilderness Society 1615 M Street NW Second Floor Washington DC 200363209 None PC Charitable exempt purpose 10000 400000 14 140828 18 -113568 27260 27260 false false false false false false false false false false Berkman, Jorgensen, Masters Stafman, P.A. 4650 2325 2325 Missouri Section 8 Housing LLC K-1 flow-through 13067 Marketable securities 2146225 2031509 Marketable securities 3034041 3070806 Connecticut Section 8 Housing LLC 754527 754527 Florida Mango LLC 156000 156000 Investment advisor manager 54680 54680 Foreign taxes withheld at source from dividends 3012 3012 Federal excise tax 345