V 3
Return of Private Foundation OMB No 1545-0052 Form 990-QF or Section 4947 (a)(1) Nonexempt Charitable Trust Treated as a Private Foundation Department of the Treasury 2009 Internal Revenue Service Note. The foundation may be able to use a copy of this return to satisfy state reporting requirements For calendar year 2009 , or tax year beginning , and ending G Check all that apply L Initial return initial return of a former public charity 0 Final return n Amended return n Address channe n Name chance Name of foundation A Employer identification number Use the IRS label. Otherwise , HE DENNIS BERMAN FAMILY FOUNDATION INC 31-1684732 print Number and street (or P O box number if mad is not delivered to street address) Room/suite B Telephone number ortype . 5410 EDSON LANE 20 301-816-1555 See Specific City town, state, and ZIP code C If exem tion application is pending, check here Instructions . ^ P OCKVILLE , MD 20852-3195 D 1- Foreign organizations, check here ► 2. Foreign organizations meeting the85 %test H Check typea of organization* 0 Section 501 ()()c 3 exempt private foundation check here and attach computation Section 4947 (a )( 1 ) nonexem pt chartable trust 0 Other taxable rivate foundation p E If private fou ndati on status was terminated I Fair market value of all assets at end of year J Accounting method. 0 Cash 0 Accrual under section 507(b)(1)(A), check here (from Part ll, co!. (c), line 16) 0 Other (specify) F If the foundation is in a 60-month termination , • (Part 1, column (d) must be on cash basis) ► $ 4 , 969 932 under section 507 ( b )( 1 \ B check here ► Part Analysis of Revenue and Expenses (a) Revenue and (b) Net investment (c) Adjusted net (d) Disbursements (rhe total of amounts in columns (b), (c), and (d) may not for chantable purposes necessanly equal the amounts in column (a)) expenses per books income income (cash basis only) 1 Contributions, gifts, grants, etc , received 600,000 . N/A
2 Check ► = If the foundation is not recpnred to attach Sch B Interest sav in gs and temporary 3 est 17,983. 17,983. TA.PE:MENT 1 4 Dividends and interest from securities 83,170. 83,170. TATEMENT 2 5a Gross rents b Net rental income or (loss)
6a Net gain or (loss) from sale of assets not on line 10 -15, 195. C b Gross sales price for all assets on line 6a 13 , 491 . 7 Capital gain net income (from Part N, line 2) 0. 8 Net short-term capital gain 9 Income modifications Gross sales less 10a and silo ces b Less C t of good sold c Grosspofit (loss)r Z0l0 11 Other ln`^ond JUL I -2 , 198. -2 , 198. `A_.'FMNT 3 12 TotaI.A dll ries1throug h 11 683 760. 98 , 955. 13 Compensa on of o ^qa, 'teec 14 Other em toe 15 Pension plans, employee benefits to 10 16a Legal fees a b Accounting fees STMT 4 8,024. 8,024. 0. W c Other professional fees 17 Interest 18 Taxes STMT. 5 265. 265. 0. . 19 Depreciation and depletion C E 20 Occupancy . a 21 Travel, conferences, and meetings .. s W 22 Printing and publications 0 23 Other expenses .. . STMT 6 66 , 860. 66 , 860. 0. 0 24 Total operating and administrative c. expenses . Add lines 13 through 23 . . 75,149. 75,149. 0 • rF 25 Contributions, gifts, grants paid 7 7 4 7 82 . 774 , 782 . L 26 Total expenses and disbursements. Addlines24and25 849 931. 75 , 149. 774 , 782. t 27 Subtract line 26 from line 12
a Excess of revenue over expenses and disbursements 16 6 , 17 1 b Net investment income Cif negative, enter -o-) 23,806. e Adjusted net Income Ifnegative, enter-0 N/A ^^_1o2-021 LHA For Privacy Act and Paperwork Reduction Act Notice, see the instructions . Q ,p ^ ^ Form 990-PF (2009) 1 (^U 11490706 742308 1005 2009.04000 THE DENNIS BERMAN FAMILY FO 1005 1 I
Form 990-PF (2009 ) THE DENNIS BERMAN FAMILY FOUNDATION TNC 31-1684732 Paoe2
unts in the description Beginning of year End of year Balance Sheets " d '^andamo column should beforendot-year amounts only (a ) Book Value ( b) Book Value (c) Fair Market Va lue 1 Cash - non-Interest-bearing 2 Savings and temporary cash investments 408,573. 179,055. 179,055. 3 Accounts receivable ► Less allowance for doubtful accounts ► 4 Pledges receivable ► Less allowance for doubtful accounts ► 5 Grants receivable 6 Receivables due from officers , directors , trustees , and other disqualified persons . . 7 Ora notes and loans nimble ► 236,922. Less. allowance for doubtful accounts ► 365, 356. 236, 922. 236,922.
Y 8 Inventories for sale or use 9 Prepaid expenses and deferred charges 10a Investments - U S and state government obligations b Investments - corporate stock STMT 7 0. 75,003. 75,003. c Investments - corporate bonds
11 Imesbnents - land, buildings, and equipment bass ►
Less accumulabeil depnxwbon .. ► 12 Investments - mortgage loans 13 Investments - other STMT 8 4, 247, 660. 4, 601, 196. 4,478,952. 14 Land , buildings , and equipment basis ► Less accumulated depreciation ► 15 Other assets (describe ► )
16 Total assets (to be completed by all filers ) 5 , 021 , 589. 5 , 092 , 176. 4 , 969 f -93-2-, 17 Accounts payable and accrued expenses 496,291. 18 Grants payable w 19 Deferred revenue
20 Loans from officers , directors , trustees , and other disqualified persons 21 Mortgages and other notes payable J 22 Other liabilities (describe ►
23 Total liabilities (add lines 17 throu g h 22 ) 0. 496 , 291. Foundations that follow SFAS 117, check here ► F-I and complete lines 24 through 26 and lines 30 and 31. 24 Unrestricted a 25 Temporarily restricted To m 26 Permanently restricted Foundations that do not follow SFAS 117 , check here ► 0 LL and complete lines 27 through 31. U°) 27 Capital stock , trust principal , or current funds _ 0. 0 . * 28 Paid-in or capital surplus, or land , bldg , and equipment fund 0. 0 -. W40 a 29 Retained earnings , accumulated income, endowment , or other funds 5,021 , 589. 4,595,885. Z 30 Total net assets or fund balances 5,021,589. 4,595, 8 8 5.
31 Total liabilities and net assets/fu nd balances 5 , 021 , 589. 5 , 092 , 17 6 . p fli Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year - Part II, column (a), line 30 (must agree with end -of-year figure reported on prior year's return ) __. 1 5,021,589 . 2 Enter amount from Part I, line 27a ... 2 -166,171 . 3 Other increases not included in line 2 (itemize) ► 3 0 . 4 Addlines l , 2,and3 ...__ ....._ 4 4,855,418. 5 Decreases not included in line 2 (itemize ) ► INVESTMENTS BASIS ADJUSTMENTS 5 259 , 533. 6 Total net assets or fund balances at end of year (line 4 minus line 5 - Part II column (b), line 30 6 4 595 8 85 . Form 990-PF (2009) 923511 02-02-10 2 11490706 742308 1005 2009.04000 THE DENNIS BERMAN FAMILY FO 1005 1 Form 990-PF (2009) THE DENNIS BERMAN FAMILY FOUNDATION INC 31-1684732 Pag e 3 Part IV Capital Gains and Losses for Tax on Investment Income (a) List and describe the kind (s) of property sold (e g , real estate, (b How acquired (c Date acquired (d) Date sold -Purchase (mo 2-story brick warehouse , or common stock , 200 shs MLC Co) D - Donation , day, yr) (mo day, yr ) 1a b SEE ATTACHED STATEMENTS C d e (e) Gross sales price (f) Depreciation allowed (g) Cost or other basis (h) Gain or (loss) (or allowable ) plus expense of sale (e) plus (f) minus (g) a b c d e 13,491. 1 1 28,686. -15,195. Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (I) Gains (Col (h) gain minus col (1) Adjusted basis ( k) Excess of col (i) (k), but less than -0-) or col (I) F M V. as of 12/31/69 as of 12/31/69 over col (j), if any (from a b C d e -15,195. If gain, also enter in Part I, line 7 2 Capital gain net income or (net capital loss ) If (loss), enter -0- in Part I , line 7 2 -15 , 19 5 . 3 Net short-term capital gain or (loss ) as defined in sections 1222(5) and (6) If gain , also enter in Part I, line 8, column (c) If loss enter -0-inPad1 line8 3 N/A I Part V I Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income (For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income )
If section 4940(d)(2) applies, leave this part blank
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base periods _ D Yes E1 No If'Yes'the foundation does not qualify under section 4940 (e) Do not complete this part 1 Enter the appropriate amount in each column for each year, see instructions before making any entries
Base priod years Distributedion ratio Calendar ear ortax year beg inning in Adjusted q uali (mg distributions Net value of noncha)ntable use assets (col (b) divideded by col (c)) 2008 1,929,048. 5,146,664. .374815 2007 1,648,448. 4,384,708. .375954 2006 1,074,922. 4,153,605. .258793 2005 1,022,116. 3,630,378. .281545 2004 1 002 226. 358 042. 2.799186
2 Total of line 1, column (d) 2 4 .090293 3 Average distribution ratio for the 5-year base period - divide the total on line 2 by 5 , or by the number of years the foundation has been in existence if less than 5 years 3 .818059
4 Enter the net value of nonchantable-use assets for 2009 from Part X , line 5 4 4,445,412.
5 Multiply line 4 by line 3 5 3,636,609.
6 Enter 1 % of net investment income ( 1% of Part I, line 27b) 6 238.
7 Addlines5and6 ____ . . 7 3,636, 847.
8 Enter qualifying distributions from Part XII, line 4 _ 8 774, 782. If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate See the Part VI instructions 923521 02-02-10 Form 990-PF (2009) 3 11490706 742308 1005 2009.04000 THE DENNIS BERMAN FAMILY FO 1005 Form 990- PF (2009) THE DENNIS BERMAN FAMILY FOUNDATION INC 31- 1684732 Page4 Part V1 Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948 - see instructions) 1 a Exempt operating foundations described in section 4940(d)(2), check here ► 0 and enter'N/A' on line 1 Date of ruling or determination letter ( attach copy of letter if necessary -see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check here ► Q and enter 1% 1 . 476. of Part I, line 27b c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col (b) 2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only Others enter -0-) 2 0. 3 Add lines 1 and 2 3 476. 4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0. 5 Tax based on investment Income . Subtract line 4 from line 3 If zero or less, enter -0- 5 476. 6 Credds/Payments a 2009 estimated tax payments and 2008 overpayment credited to 2009 . . 6a 5 , 319 . b Exempt foreign organizations - tax withheld at source _ 6b c Tax paid with application for extension of time to file (Form 8868) 6c d Backup withholding erroneously withheld .. 6d 7 Total credits and payments Add lines 6a through 6d 7 5,319. 8 Enter any penalty for underpayment of estimated tax Check here 0 if Form 2220 is attached 8 9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed ► 9 10 Overpayment . If line 7 is more than the total of lines 5 and 8, enter the amount overpaid ► 10 4,843. 4 8 4 3 . 0. 11 Enter the amount of line 10 to be Credited to 2010 estimated tax ► Refunded ► 11 Part VII-A Statements Regarding Activities 1 a During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in Yes No any political campaign? . _ 1 a X b Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see instructions for definition)? 1 b X If the answer is "Yes" to 1 a or 1 b, attach a detailed description of the activities and copies of any materials published or distributed by the foundation in connection with the activities c Did the foundation file Form 1120 -POL for this year? 1 c X d Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year 0. 0. (1) On the foundation ► $ (2) On foundation managers ► $ e Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed on foundation managers ► $ 0. 2 Has the foundation engaged in any activities that have not previously been reported to the IRS? 2 X If "Yes, " attach a detailed description of the activities. 3 Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes 3 X 4a Did the foundation have unrelated business gross income of $1,000 or more during the year? 4a X b If 'Yes,' has it filed a tax return on Form 990 -T forthis year' N/A 4b 5 Was there a liquidation, termination, dissolution, or substantial contraction during the year? 5 X If "Yes," attach the statement required by General Instruction T. 6 Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either • By language in the governing instrument, or • By state legislation that effectively amends the governing instrument so that no mandatory directions that conflict with the state law remain in the governing instruments .. . . . 6 X 7 Did the foundation have at least $5,000 in assets at any time during the year? 7 X If "Yes," complete Part 11, col. (c), and Part XV. 8a Enter the states to which the foundation reports or with which it is registered (see instructions) ► MD b If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney General (or designate) of each state as required by General Instruction G? If "No, " attach explanation _ 8b I X 9 Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(I)(5) for calendar year 2009 or the taxable year beginning in 2009 (see instructions for Part XIV)? If "Yes," complete Part XIV 9 X
0 Did any oersons become substantial contributors dunna the tax year? If 'Yes.' attach a sch edule lishna their names and addresses 10 X Form 990-PF (2009)
923531 02-02-10 4 11490706 742308 1005 2009.04000 THE DENNIS BERMAN FAMILY FO 1005 1 Form 990-PF (2009) THE DENNIS BERMAN FAMILY FOUNDATION INC 31-1684732 Page5 Part VU-A Statements Regarding Activities (continued) 11 At any time during the year, did the foundation , directly or indirectly, own a controlled entity within the meaning of section 512(b)(13)? It'Yes, attach schedule (see instructions) 11 X 12 Did the foundation acquire a direct or indirect interest in any applicable insurance contract before August 17 , 2008? 12 X 13 Did the foundation comply with the public inspection requirements for its annual returns and exemption application' . 13 X Website address ► N/A 14 The books are in care of ► DENNIS BERMAN Telephone no 0, 301-816-1555 Locatedat 0, 5410 EDSON LANE, ROCKVILLE, MD ZIP+4 0,20852 4947 (a)(1) 15 Section nonexempt charitable trusts filing Form 990- PF in lieu of Form 1041 - Check here .. ► O N/A and enter the amount of tax-exempt interest received or accrued durin g the year ► 15 Part X111-B Statements Regarding Activities for Which Form 4720 May Be Required File Form 4720 if any item is checked in the "Yes" column , unless an exception applies. 1 a During the year did the foundation (either directly or indirectly) (1) Engage in the sale or exchange , or leasing of property with a disqualified person? 0 Yes L1 No (2) Borrow money from , lend money to, or otherwise extend credit to (or accept it from) a disqualified person? _ ._ .__ 0 Yes E1 No (3) Furnish goods , services , or facilities to (or accept them from ) a disqualified person? 0 Yes 0 No (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? Yes LJ No (5) Transfer any income or assets to a disqualified person ( or make any of either available for the benefit or use of a disqualified person )? Yes FX No (6) Agree to pay money or property to a government official? (Exception. Check 'No' if the foundation agreed to make a grant to or to employ the official for a period after termination of government service , if terminating within 90 days ) _ O Yes 0 No b If any answer is "Yes'to la( 1)-(6), did any of the acts fail to qualify under the exceptions described in Regulations section 53 4941 (d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)? N/A 1b Organizations relying on a current notice regarding disaster assistance check here . . ► c Did the foundation engage in a prior year in any of the acts described in 1 a, other than excepted acts , that were not corrected before the first day of the tax year beginning in 20097 1c I I X 2 Taxes on failure to distribute income (section 4942 ) (does not apply for years the foundation was a private operating foundation defined in section 4942 (j)(3) or 4942 (j)(5)) a At the end of tax year 2009 , did the foundation have any undistributed income ( lines 6d and 6e, Part XIII) for tax year(s) beginning before 2009? _ 0 Yes 0 No If "Yes; list the years ► b Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942 (a)(2) (relating to incorrect valuation of assets) to the year's undistributed income? ( If applying section 4942(a)(2) to all years listed , answer "No" and attach statement - see instructions ) N/A c If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a , list the years here.
3a Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year? _ _ _ . . . _.. . __ .. 0 Yes EXI No b If "Yes " did it have excess business holdings in 2009 as a result of (1) any purchase by the foundation or disqualified persons after May 26 , 1969, (2 ) the lapse of the 5-year period (or longer period approved by the Commissioner under section 4943 (c)(7)) to dispose of holdings acquired by gift or bequest; or (3) the lapse of the 10-, 15-, or 20-year first phase holding periods (Use Schedule C, Form 4720, to determine if the foundation had excess business holdings in 2009.) N /.A 3b 4a Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes? X b Did the foundation make any investment in a prior year (but after December 31, 1969 ) that could jeopardize its charitable purpose that 4bI IX Form 990-PF (2009)
923541 02-02-10 5 11490706 742308 1005 2009.04000 THE DENNIS BERMAN FAMILY FO 1005 1 THE DENNIS BERMAN FAMILY FOUNDATION INC 31-1684732 P; I Part VU-B I Statements Regarding Activities for Which Form 4720 May Be Required (continued) 5a During the year did the foundation pay or incur any amount to. (1) Carry on propaganda , or otherwise attempt to influence legislation (section 4945 (e))' .. . . fl Yes EKI No (2) Influence the outcome of any specific public election (see section 4955), or to carry on , directly or indirectly, any voter registration dr ve? ...... 0 Yes 0 No (3) Provide a grant to an individual for travel , study, or other similar purposes' Yes 0 No (4) Provide a grant to an organization other than a chartable , etc , organization described in section 509(a)(1), (2), or (3 ), or section 4940 (d)(2)? Yes [XI No (5) Provide for any purpose other than religious , chartable, scientific, literary , or educational purposes, or for the prevention of cruelty to children or animals9 _ O Yes FRI No b If any answer is "Yes" to 5a ( 1)-(5), did any of the transactions fail to qualify under the exceptions described in Regulations section 53 4945 or in a current notice regarding disaster assistance (see instructions )? _ N/A 5b Organizations relying on a current notice regarding disaster assistance check here ► c If the answer is 'Yes" to question 5a(4), does the foundation claim exemption from the tax because it maintained expenditure responsibility for the grant? N/A. O Yes No If "Yes, " attach the statement required by Regulations section 53.4945-5(d). 6a Did the foundation , during the year, receive any funds, directly or indirectly , to pay premiums on a personal benefit contract9 0 Yes No b Did the foundation , during the year , pay premiums, directly or indirectly , on a personal benefit contract9 6b X If "Yes " to 6b, file Form 8870. 7a At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction? Yes No b If yes , did the foundation receive an y p roceeds or have any net income attributable to the transaction? N/A 7b PartIII Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees, and Contractors 1 List all officers , directors , trustees , foundation managers and their compensation. (b) Title, and averse (c) Compensation (d;conmoubonsto (e) Expense (a) Name and address hours per week devoted If not paid, wv o account, other to position ( enter p0- 'cortb^'sanm allowances DENNIS BERMAN DIRECTOR 11615 SEVEN LOCKS ROAD POTOMAC, MD 20854 1.00 0. 0. 0.
2 Gomoensation of five highest-paid emolovees (other than those included on line 11. If none- enter "NONE-" (b) Title, and average (d)conmbuoonsto (e) Expense (a) Name and address of each employee paid more than $50,000 hours per week (c) Compensation 1*;=u"5 account, other devoted to position co sat allowances NONE
Total number of other employees paid over $50,000 ► 1 0 Form 990-PF (2009)
923551 02-02-10 6 11490706 742308 1005 2009.04000 THE DENNIS BERMAN FAMILY FO 1005 1 Form 990-PF (2009) THE DENNIS BERMAN FAMILY FOUNDATION INC 31-1684732 Pagel P hi Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees , and Contractors (continuea) 3 Five highest-paid independent contractors for professional services. If none. enter "NONE." (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation NONE
Total number of others receivin g over $50 ,000 for p rofessional services 0 I Part IX-A I Summary of Direct Charitable Activities List the foundation 's four largest direct charitable activities during the tax year Include relevant statistical information such as the Expenses number of organizations and other beneficiaries served , conferences convened , research papers produced , etc. N/A
2
3
4
11Part EX-kit Summary of Program-Related Investments Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2 Amount 1 N/A
2
All other program-related investments . See instructions. 3
Total. Add lines 1 throu gh 3 0. Form 990-PF (2009)
923561 02-02-10 7 11490706 742308 1005 2009.04000 THE DENNIS BERMAN FAMILY FO 1005 1 Form 990-PF (2009) THE DENN I S BERMAN FAMILY FOUNDATION INC 31-1684732 Page 8 P Fi*)f Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.) ...... 1 Fair market value of assets not used (or held for use) directly in carrying out charitable , etc , purposes. a Average monthly fair market value of securities _ 1 a 2,062,773. b Average of monthly cash balances 1 b 215,654 . c Fair market value of all other assets 1 c 2 , 234 , 682 . d Total (add lines 1a , b, and c) 1d 4 , 513 , 109 . e Reduction claimed for blockage or other factors reported on lines la and 1c (attach detailed explanation ) _... _..... le 0. 2 Acquisition indebtedness applicable to line 1 assets . . . 2 0 . 3 Subtract line 2 from line l d 3 4, 513, 109 . 4 Cash deemed held for charitable activities Enter 1 1/2% of line 3 (for greater amount , see instructions ) 4 67 , 697 . 5 Net value of noncharitable-use assets . Subtract line 4 from line 3 Enter here and on Part V, line 4 5 4,445, 412 . 6 Minimum investment return . Enter 5% of line 5 6 222 , 271 . Pew % Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here ► 0 and do not complete this part ) 1 Minimum investment return from Part X , line 6 222,271 . 2a Tax on investment income for 2009 from Part VI, line 5 2a 476 . b Income tax for 2009 (This does not include the tax from Part VI) 2b c Add lines 2a and 2b 2c 476 . 3 Distributable amount before adjustments Subtract line 2c from line 1 3 221, 795 . 4 Recoveries of amounts treated as qualifying distributions. 4 0 . 5 Addlines3and4 _ 5 221, 795. 6 Deduction from distributable amount (see instructions ) 6 0 . 7 Distributable amount as adiusted Subtract line 6 from line 5 Enter here and on Part XIII. line 1 7 221, 795 .
PartI Qualifying Distributions (see instructions)
1 Amounts paid (including administrative expenses) to accomplish charitable, etc , purposes a Expenses, contributions, gifts, etc - total from Part I, column (d), line 26 1 a 774,782. b Program-related investments - total from Part IX-B .. lb 0. 2 Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc , purposes 2 3 Amounts set aside for specific charitable projects that satisfy the a Suitability test (prior IRS approval required) _ 3a b Cash distribution test (attach the required schedule) 3b 4 Qualifying distributions . Add lines la through 3b Enter here and on Part V, line 8, and Part XIII, line 4 _ 4 774,782. 5 Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment income Enter 1 % of Part I, line 27b 5 0. 6 Adjusted qualifying distributions . Subtract line 5 from line 4 6 774,782. Note. The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for the section 4940(e) reduction of tax in those years Form 990-PF (2009)
02-o2-1923571 o 8 11490706 742308 1005 2009.04000 THE DENNIS BERMAN FAMILY FO 1005 1 Form 990-PF ( 2009 ) THE DENNIS BERMAN FAMILY FOUNDATION INC 31-1684732 Page9 P^rtXIft Undistributed Income (see instructions)
(a) (b) (c) (d) Corpus Years prior to 2008 2008 2009 1 Distributable amount for 2009 from Part XI, line 7 221,795. 2 Undistributed income, if any, as of the end of 2009 a Enter amount for 2008 only 0. b Total for prior years 0. 3 Excess distributions carryover, rf any, to 2009 aFrom2004 984, 480. bFrom2005 844, 388. c From 2006 871,578. dFrom2007 1,435,684. eFrom2008 1 , 673 , 196. f Total of lines 3a through e ..... 5,809,326. 4 Qualifying distributions for 2009 from Part Xll, line 410, $ 774,782. a Applied to 2008, but not more than line 2a _ 0. bApplied to undistributed income of prior years (Election required - see instructions) 0. c Treated as distributions out of corpus (Election required - see instructions) 0. d Applied to 2009 distributable amount 221,795. e Remaining amount distributed out of corpus 552,987. 5 Excess distnbutions carryover applied to 2009 0. 0. Of an amount appears in column (d), the same amount must be shown in column (a) ) 6 Enter the net total of each column as indicated below:
a Corpus Add lines 3f, 4c, and 4e Subtract line 5 6,362,313. b Prior years' undistributed income Subtract line 4b from line 2b 0. c Enter the amount of prior years' undistributed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed 0. d Subtract line 6c from line 6b Taxable amount - see instructions 0. e Undistributed income for 2008 Subtract line 4a from line 2a Taxable amount - see instr 0. f Undistributed income for 2009. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2010 0. 7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) 0. 8 Excess distributions carryover from 2004 not applied on line 5 or line 7 984,480. 9 Excess distributions carryover to 2010. Subtract lines 7 and 8 from line 6a ...... 5,377,833. 10 Analysis of line 9 a Excess from 2005 844, 388 . bExcessfrom2006 871,578 . c Excess from 2007 1,435,684 . dExcessfrom2008 1,673,196. e Excess from 2009 552,987 . Form 990-PF (2009) 923581 02-02-10 9 11490706 742308 1005 2009.04000 THE DENNIS BERMAN FAMILY FO 1005 1 Form990-PF 2009 THE DENNIS BERMAN FAMILY FOUNDATION INC 31-1684732 Page10 Part Xr4 Private Operating Foundations (see instructions and Part VII-A, question 9) N/A 1 a If the foundation has received a ruling or determination letter that it is a private operating foundation , and the ruling is effective for 2009 , enter the date of the ruling ... lo. I b Check box to indicate whether the foundation is a p rivate o eratm foundation described in section 4942 (j)(3 ) or = 4942(j)(5) 2 a Enter the lesser of the adjusted net Tax year Prior 3 years income from Part I or the minimum (a) 2009 (b) 2008 (c) 2007 ( d) 2006 (e) Total investment return from Part X for each year listed b 85% of line 2a c Qualifying distributions from Part XII, line 4 for each year listed _ _ _ d Amounts included in line 2c not used directly for active conduct of exempt activities e Qualifying distributions made directly for active conduct of exempt activities Subtract line 2d from line 2c 3 Complete 3a, b, or c for the alternative test relied upon. a 'Assets' alternative test - enter (1) Value of all assets (2) Value of assets qualifying under section 4942(I)(3)(B)(i) b 'Endowment' alternative test - enter 2/3 of minimum investment return shown in Part X, line 6 for each year listed c 'Support' alternative test - enter (1) Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) (2) Support from general public and 5 or more exempt organizations as provided in section 4942(I)(3)(B)(ui) _ (3) Largest amount of support from an exempt organization (4) Gross investment income Part XV Supplementary Information (Complete this part only if the foundation had $5,000 or more in assets at any time during the year-see the instructions.) 1 Information Regarding Foundation Managers: a List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation before the close of any tax year (but only if they have contributed more than $5,000) (See section 507(d)(2) DENNIS BERMAN b List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the ownership of a partnership or other entity) of which the foundation has a 10% or greater interest NONE 2 Information Regarding Contribution , Grant, Gift, Loan, Scholarship , etc., Programs: Check here 01 M if the foundation only makes contributions to preselected chantable organizations and does not accept unsolicited requests for funds. If the foundation makes gifts, grants, etc (see instructions) to individuals or organizations under other conditions, complete items 2a, b, c, and d a The name, address, and telephone number of the person to whom applications should be addressed
b The form in which applications should be submitted and information and materials they should include
c Any submission deadlines.
d Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other factors-
923601 02-02-10 Form 990-PF (2009) 10 11490706 742308 1005 2009.04000 THE DENNIS BERMAN FAMILY FO 1005 Form 990-PF ( 2009) THE DENNIS BERMAN FAMILY FOUNDATION INC 31-1684732 Page 11 Part XY Supplementary Information (continued) 3 Grants and Contributions Paid Durin g the Year or Approved for Future Pa ent Recipient If recipient is an individual, show any relationship to Foundation Purpose of grant or status of contribution Amount Name and address (home or business ) any foundation manager or substantial contributor recipient a Paid during the year
SEE STATEMENT 9 Total ► 3a 774 782. b Approved for future payment
NONE
Total . ► 3b 1 0. 923611 02-02-10 Form 990-PF (2009) 11 11490706 742308 1005 2009.04000 THE DENNIS BERMAN FAMILY FO 1005 1 Form 990-PF (2009) THE DENNIS BERMAN FAMILY FOUNDATION INC 31-1684732 Page12 Part.XVI-A Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated . Unrelate d business income Exclu ded by section 512, 513, or 514 (e) (a) (b) c „- (d) Related or exempt Business 1 Program service revenue code Amount ^e51O" Amount function income a b C d e f g Fees and contracts from government agencies 2 Membership dues and assessments 3 Interest on savings and temporary cash investments 14 17,983. 4 Dividends and interest from securities 14 83,170. 5 Net rental income or (loss) from real estate* a Debt-financed property b Not debt-financed property 6 Net rental income or (loss) from personal property 7 Other investment income 14 -2,198. 8 Gain or (loss) from sales of assets other than inventory 18 -15,195. 9 Net income or (loss) from special events 10 Gross profit or (loss) from sales of inventory 11 Other revenue a b c d e
12 Subtotal Add columns (b), (d), and (e) 0. 1 83 , 76 0 . 0. 13 Total. Add line 12, columns (b), (d), and (e) 13 83,760. (See worksheet in line 13 instructions to verify calculations Pert XVI .B Relationship of Activities to the Accomplishment of Exempt Purposes
o2o2io Form 990-PF (2009) 12 11490706 742308 1005 2009.04000 THE DENNIS BERMAN FAMILY FO 1005 1 Form990-PF 2009 THE DENNIS BERMAN FAMILY FOUNDATION INC 31-1684732 Page 13 Part XVII 1 ' Information Regarding Transfers To and Transactions and Relationships With Noncharitable
1 Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of Yes No the Code (other than section 501 (c)(3) organizations) or in section 527, relating to political organizations? a Transfers from the reporting foundation to a noncharitable exempt organization of (1) Cash la (l ) X (2) Other assets . . _ 1a 2 X b Other transactions (1) Sales of assets to a noncharitable exempt organization 1 Wi ll X (2) Purchases of assets from a nonchantable exempt organization 1b(2) X (3) Rental of facilities, equipment, or other assets 1 b (3) X (4) Reimbursement arrangements .. . . _ . _ . lb (4) X (5) Loans or loan guarantees 1b (5 ) X (6) Performance of services or membership or fund raising solicitations 1b (6) X c Sharing of facilities, equipment, mailing lists, other assets, or paid employees 11C X d If the answer to any of the above is 'Yes,' complete the following schedule. Column (b) should always show the fair market value of the goods, other assets, or services given by the reporting foundation. lithe foundation received less than fair market value in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received
2a Is the foundation directly or indirectly affiliated with, or related to , one or more tax-exempt organizations described in section 501 (c) of the Code ( other than section 501(c)(3)) or in section 5279 0 Yes ® No h If 'Yes! complete the followina schedule. (a) Name of organization (b) Type of organization (c) Description of relationsh ip N/A
Under penalties of perdu ecl t I have examined this return , including accompanying schedules and statements , and to the best of my knowledge and belief, it is true, correct, and complete DI o p parer ( er than taxpayer or fiduciary) is based on all information of vhich/preparer has any knowledge
VSignature of er or trust Preparer's y signature 1C_A1 a. Firms na a(oryours BORMEL, GRICE & HUYETT, a^ ifMf MloWM- kIi,14409 GREENVIEW DR STE addres, andZiPcode LAUREL , MD 20708-3293
923622 02-02-10
11490706 742308 1005 2009.0400 Schedule B Schedule of Contributors OMB No 1545-0047 (Form 990, 990-EZ, or990•PF) ► Attach to Form 990, 990-EZ, or 990-PF. Department of the Treasury Internal Revenue Service 2009 Name of the organization Employer identification number
THE DENNIS BERMAN FAMILY FOUNDATION INC 31-1684732 Organization type (check one):
Filers of. Section:
Form 990 or 990-EZ 0 501 (c)( ) (enter number) organization
4947(a)(1) nonexempt charitable trust not treated as a pnvate foundation
0 527 political organization
Form 990-PF [X 501 (c)(3) exempt private foundation
4947(a)(1) nonexempt charitable trust treated as a private foundation
0 501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule. Note. Only a section 501 (c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See Instructions.
General Rule
For an organization filing Form 990 , 990-EZ, or 990-PF that received , during the year, $5 ,000 or more (i n money or property) from any one contributor. Complete Parts I and II.
Special Rules
For a section 501 (c)(3) organization filing Form 990 or 990-EZ that met the 33 1/3% support test of the regulations under sections 509(a)(1) and 170(b)(1)(A)(vi), and received from any one contributor, during the year, a contribution of the greater of (1) $5,000 or (2) 2% of the amount on (I) Form 990 , Part VIII , line 1h or () Form 990-EZ, line 1 . Complete Parts I and II.
For a section 501 (c)(7), (8), or (10) organization filing Form 990 or 990-EZ that received from any one contributor, during the year, aggregate contributions of more than $1,000 for use exclusively for religious , charitable , scientific, literary , or educational purposes, or the prevention of cruelty to children or animals. Complete Parts I, II, and Ill.
For a section 501 (c)(7), (8), or (10) organization filing Form 990 or 990-EZ that received from any one contributor, during the year, contributions for use exclusively for religious, charitable, etc., purposes, but these contributions did not aggregate to more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Do not complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions of $5,000 or more during the year. . .. ► $
Caution . An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990, 990-EZ, or 990-PF), but it must answer 'No' on Part IV, line 2 of its Form 990, or check the box on line H of its Form 990-EZ, or on line 2 of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990, 990-EZ, or 990-PF).
LHA For Privacy Act and Paperwork Reduction Act Notice, see the Instructions Schedule B (Form 990 , 990-EZ, or 990-PF) (2009) for Form 990, 990-EZ, or 990-PF.
923451 02-01-10 14 11490706 742308 1005 2009.04000 THE DENNIS BERMAN FAMILY FO 1005 1 Schedule B (Form 990, 990-EZ or 1 of 1 of Part I Name of organization Employer Identification number
THE DENNIS BERMAN FAMILY FOUNDATION INC 31-1684732
Part I Contributors (see instructions)
(a) (b) (c) (d) No. Name , address, and ZIP + 4 Aggregate contributions Type of contribution
1 DENNIS BERMAN Person OX Payroll 11615 SEVEN LOCKS ROAD $ 600, 000. Noncash 0 (Complete Part II if there POTOMAC, MD 2 0 8 5 4 is a noncash contnbution.)
(a) (b) (c) (d) No. Name, address , and ZIP + 4 Aggregate contributions Type of contribution
Person O Payroll El $ Noncash (Complete Part II if there is a noncash contnbution.)
(a) (b) (c) (CO No. Name, address, and ZIP + 4 Aggregate contributions Type of contribution
Person 0 Payroll $ Noncash (Complete Part II if there is a noncash contribution.)
(a) (b) (c) (d) No. Name, address, and ZIP + 4 Aggregate contributions Type of contribution
Person 0 Payroll Q $ Noncash (Complete Part II if there is a noncash contribution.)
(a) (b) (c) (d) No. Name, address, and ZIP + 4 Aggregate contributions Type of contribution
Person Q Payroll Q $ Noncash (Complete Part II if there is a noncash contribution.)
(a) (b) (c) (d) No. Name, address, and ZIP + 4 Aggregate contributions Type of contribution
Person 0 Payroll Q $ Noncash Q (Complete Part II if there is a noncash contnbution.) 923452 02-01-10 Schedule B (Form 990. 990-EZ, or 990-PF) (20091 15 11490706 742308 1005 2009.04000 THE DENNIS BERMAN FAMILY FO 1005 1 THE DENNIS BERMAN FAMILY FOUNDATION INC 31-1684732
FORM 990-PF INTEREST ON SAVINGS AND TEMPORARY CASH INVESTMENTS STATEMENT 1
SOURCE AMOUNT
LOAN RECEIVABLE 17,983.
TOTAL TO FORM 990-PF, PART I, LINE 3, COLUMN A 17,983.
FORM 990-PF DIVIDENDS AND INTEREST FROM SECURITIES STATEMENT 2
CAPITAL GAINS COLUMN (A) SOURCE GROSS AMOUNT DIVIDENDS AMOUNT
EJF CROSSOVER FUND LLC 7,347. 0. 7,347. EJF OPPORTUNITY FUND LLC 894. 0. 894. JERUSALEM CAPITAL ASSOC 421. 0. 421. JP MORGAN 53,642. 6,040. 47,602. MARKSTONE CAPITAL PARTNERS, LP 4,896. 0. 4,896. SAMSON VENTURE PARTNERSHIP 62. 0. 62. TZG ISRAEL INVESTMENT LLC 68. 0. 68. VINTAGE CAPITAL 21,702. 0. 21,702. WELLS FARGO 178. 0. 178.
TOTAL TO FM 990-PF, PART I, LN 4 89,210. 6,040. 83,170.
FORM 990-PF OTHER INCOME STATEMENT 3
(A) (B) (C) REVENUE NET INVEST- ADJUSTED DESCRIPTION PER BOOKS MENT INCOME NET INCOME
OTHER INCOME - MARKSTONE CAPITAL PARTNERS 204. 204. OTHER INCOME - TZG ISRAEL INVESTMENT -59. -59. OTHER INCOME - TZG FLEXICATH -432. -432. OTHER INCOME - SAMSON VENTURE PARTNERS -1,927. -1,927. OTHER INCOME - EJF OPPORTUNITY FD 23. 23. OTHER INCOME - EJF CROSSOVER FD -7. -7.
TOTAL TO FORM 990-PF , PART I, LINE 11 -2, 198. -2,198.
18 STATEMENT(S) 1, 2, 3 11490706 742308 1005 2009.04000 THE DENNIS BERMAN FAMILY FO 1005 1 THE DENNIS BERMAN FAMILY FOUNDATION INC 31-1684732
FORM 990-PF ACCOUNTING FEES STATEMENT 4
(A) (B) (C) (D) EXPENSES NET INVEST- ADJUSTED CHARITABLE DESCRIPTION PER BOOKS MENT INCOME NET INCOME PURPOSES
ACCOUNTING FEES 8,024. 8,024. 0.
TO FORM 990-PF, PG 1, LN 16B 8,024. 8,024. 0.
FORM 990-PF TAXES STATEMENT 5
(A) (B) (C) (D) EXPENSES NET INVEST- ADJUSTED CHARITABLE DESCRIPTION PER BOOKS MENT INCOME NET INCOME PURPOSES
FOREIGN TAX 265. 265. 0.
TO FORM 990-PF, PG 1, LN 18 265. 265. 0.
FORM 990-PF OTHER EXPENSES STATEMENT 6
(A) (B) (C) (D) EXPENSES NET INVEST- ADJUSTED CHARITABLE DESCRIPTION PER BOOKS MENT INCOME NET INCOME PURPOSES
OTHER PORTFOLIO DEDUCTIONS (K-1 FORMS) 66,860. 66,860. 0.
TO FORM 990-PF, PG 1, LN 23 66,860. 66,860. 0.
FORM 990-PF CORPORATE STOCK STATEMENT 7
FAIR MARKET DESCRIPTION BOOK VALUE VALUE
CLEAR GOVERNMENT SOLUTIONS 75,003. 75,003.
TOTAL TO FORM 990-PF, PART II, LINE 10B 75,003. 75,003.
19 STATEMENT(S) 4, 5, 6, 7 11490706 742308 1005 2009.04000 THE DENNIS BERMAN FAMILY FO 1005 1 THE DENNIS BERMAN FAMILY FOUNDATION INC 31-1684732
FORM 990-PF OTHER INVESTMENTS STATEMENT 8
VALUATION FAIR MARKET DESCRIPTION METHOD BOOK VALUE VALUE
VINTAGE CAPITAL PARTNERS, LP FMV 339,087. 339,087. EJF OPPORTUNITY FUND, LP FMV 3,291. 3,291. EJF CROSSOVER FUND, LP FMV 52,324. 52,324. MARKSTONE CAPITAL PARTNERS, LP FMV 624,557. 624,557. JP MORGAN COST 2,441,517. 2,319,273. JERUSALEM CAPITAL ASSOCIATES FMV 187,170. 187,170. MERLIN NEXUS III, LP FMV 313,540. 313,540. TZG ISRAEL INVESTMENT LLC FMV 222,554. 222,554. TZG FLEXICATH, LLC FMV 114,652. 114,652. SAMPSON VENTURES PARTNERS FMV 302,504. 302,504.
TOTAL TO FORM 990-PF, PART II, LINE 13 4,601,196. 4,478,952.
20 STATEMENT(S) 8 11490706 742308 1005 2009.04000 THE DENNIS BERMAN FAMILY FO 1005 1 THE DENNIS BERMAN FAMILY FOUNDATION INC 31-1684732
FORM 990-PF GRANTS AND CONTRIBUTIONS STATEMENT 9 PAID DURING THE YEAR
RECIPIENT RELATIONSHIP RECIPIENT RECIPIENT NAME AND ADDRESS AND PURPOSE OF GRANT STATUS AMOUNT
ACH TOV NONE OTHER 180. 1303 53RD STREET, PMB #299 CHARITABLE PUBLIC BROOKLYN, NY 11219 CHARITY
AFIKIM FOUNDATION NONE OTHER 2,000. 111 JOHN STREET, SUITE 1720 NEW CHARITABLE PUBLIC YORK, NY 10038 CHARITY
AFO AISH HATORAH NONE OTHER 5,500. 408 SOUTH LAKE DRIVE LAKEWOOD, CHARITABLE PUBLIC NJ 08701 CHARITY
AFO AM YISRAEL EDCHAD NONE OTHER 1,500. 460 BARNARD AVENUE CEDARHURST, CHARITABLE PUBLIC NY 11516 CHARITY
AFO YESHIVA ATERET HATORAH NONE OTHER 360. PO BOX 1076 JERUSALEM, ISRAEL CHARITABLE PUBLIC CHARITY
AFO YESHIVA LEV HATORAH NONE OTHER 53,000. 1601 MARLOT AVENUE FAIRLAWN, NJ CHARITABLE PUBLIC 07410 CHARITY
AFSCI NONE OTHER 360. 465 SHORE ROAD, APT. 7N LONG CHARITABLE PUBLIC BEACH, NY 11561 CHARITY
AGUDATH ISRAEL CHARITY FUND NONE OTHER 2,000. 3904 WEST STRATHMORE AVENUE CHARITABLE PUBLIC BALTIMORE, MD 21215 CHARITY
21 STATEMENT(S) 9 11490706 742308 1005 2009.04000 THE DENNIS BERMAN FAMILY FO 1005 1 THE DENNIS BERMAN FAMILY FOUNDATION INC 31-1684732
AGUDATH ISRAEL OF BALTIMORE NONE OTHER 2,160. 6016 CLOVER ROAD BALTIMORE, MD CHARITABLE PUBLIC 21215 CHARITY
AHAVAS CHAVERIM NONE OTHER 180. 30 YALE DRIVE MONSEY, NY 10952 CHARITABLE PUBLIC CHARITY
AISH - DC NONE OTHER 1,880. 6012 ROSELAND DRIVE ROCKVILLE, CHARITABLE PUBLIC MD 20852 CHARITY
AISH HATORAH OF WASHINGTON NONE OTHER 15,000. 11418 OLD GEORGETOWN ROAD NORTH CHARITABLE PUBLIC BETHESDA, MD 20852 CHARITY
AISH HATORAH NONE OTHER 2,500. 408 SOUTH LAKE DRIVE LAKEWOOD, CHARITABLE PUBLIC NJ 08701 CHARITY
AISH.COM NONE OTHER 5,000. 408 SOUTH LAKE DRIVE LAKEWOOD, CHARITABLE PUBLIC NJ 08701 CHARITY
AJOP NONE OTHER 3,600. 1705 REISTERSTOWN ROAD CHARITABLE PUBLIC BALTIMORE, MD 21208 CHARITY
ALEF BET MONTESSORI NONE OTHER 2,500. 11418 OLD GEORGETOWN ROAD NORTH CHARITABLE PUBLIC BETHESDA, MD 20852 CHARITY
ALEF FOUNDATION NONE OTHER 1,000. 5317 13TH AVENUE BROOKLYN, NY CHARITABLE PUBLIC 11219 CHARITY
ALEPH SOCIETY NONE OTHER 6,000. 25 WEST 45TH STREET NEW YORK, CHARITABLE PUBLIC NY 10036 CHARITY
22 STATEMENT(S) 9 11490706 742308 1005 2009.04000 THE DENNIS BERMAN FAMILY FO 1005 1 THE DENNIS BERMAN FAMILY FOUNDATION INC 31-1684732
AM YISRAEL CHAI NONE OTHER 3,000. 460 B1RNARD AVENUE CEDARHURST, CHARITABLE PUBLIC NY 11516 CHARITY
AMERICAN CANCER SOCIETY NONE OTHER 108. 7400 HONEYWELL LANE BETHESDA, CHARITABLE PUBLIC MD 20817 CHARITY
AMERICAN FRIENDS OF AISH HATORAH NONE OTHER 360. - EVRY CHARITABLE PUBLIC ONE WESTERN WALL PLAZA CHARITY JERUSALEM, ISRAEL
AMERICAN FRIENDS OF BET-EL NONE OTHER 3,250. 29-10 THOMSON AVENUE LONG CHARITABLE PUBLIC ISLAND CITY, NY 11101 CHARITY
AMERICAN FRIENDS OF BIRCAS NONE OTHER 500. MORDECHAI CHARITABLE PUBLIC 15 HERSCHEL TERRACE MONSEY, NY CHARITY 10952
AMERICAN FRIENDS OF BIRKAS RIFKA NONE OTHER 3,600. 1340 PRINCETON AVENUE LAKEWOOD, CHARITABLE PUBLIC NJ 08701 CHARITY
AMERICAN FRIENDS OF DARCHE NOAM NONE OTHER 3,000. 410 EAST THIRD STREET BROOKLYN, CHARITABLE PUBLIC NY 11218 CHARITY
AMERICAN FRIENDS OF EMEK BERACHA NONE OTHER 360. 9/2 RECHOV VINOGRAD JERUSALEM, CHARITABLE PUBLIC ISRAEL CHARITY
AMERICAN FRIENDS OF EMEK BRACHA NONE OTHER 360. 204 BEACH 9TH STREET FAR CHARITABLE PUBLIC ROCKAWAY, NY 11891 CHARITY
AMERICAN FRIENDS OF KOLLEL TORAS NONE OTHER 850. ZERAIM CHARITABLE PUBLIC 960 46TH STREET BROOKLYN, NY CHARITY 11219
23 STATEMENT(S) 9 11490706 742308 1005 2009.04000 THE DENNIS BERMAN FAMILY FO 1005 1 THE DENNIS BERMAN FAMILY FOUNDATION INC 31-1684732
AMERICAN FRIENDS OF MIFAL CHESED NONE OTHER 650. 5014 16TH AVENUE, SUITE 220 CHARITABLE PUBLIC BROOKLYN, NY 11204 CHARITY
AMERICAN FRIENDS OF MIGDAL TORAH NONE OTHER 12,000. 1191 EAST 18TH STREET BROOKLYN, CHARITABLE PUBLIC NY 11230 CHARITY
AMERICAN FRIENDS OF NETIVOT NONE OTHER 360. HATAAH CHARITABLE PUBLIC 1643 46TH STREET BROOKLYN, NY CHARITY 11204
AMERICAN FRIENDS OF OLD CITY NONE OTHER 240. CHARITIES CHARITABLE PUBLIC 139/1 MA'A LOT DAFNA JERUSALEM, CHARITY ISRAEL
AMERICAN FRIENDS OF OLD CITY NONE OTHER 1,500. CHEDER IN JERUSALEM CHARITABLE PUBLIC PO BOX 3308 ALLENTOWN, PA 18106 CHARITY
AMERICAN FRIENDS OF TAF LATAF NONE OTHER 360. 1274 49TH STREET, SUITE 17 CHARITABLE PUBLIC BROOKLYN, NY 11219 CHARITY
AMERICAN FRIENDS OF ZIR CHEMED NONE OTHER 360. POB 514 W. HEMPSTEAD, NY 11552 CHARITABLE PUBLIC CHARITY
AMERICAN HEART ASSOCIATION NONE OTHER 100. 11724 GAINSBOROUGH ROAD CHARITABLE PUBLIC POTOMAC, MD 20854 CHARITY
ASIRT NONE OTHER 1,000. 11769 GAINSBOROUGH LANE CHARITABLE PUBLIC POTOMAC, MD 20854 CHARITY
AVAD CHAVERIM NONE OTHER 180. 9 LINCOLN AVENUE SPRING VALLEY, CHARITABLE PUBLIC NY 10977 CHARITY
24 STATEMENT(S) 9 11490706 742308 1005 2009.04000 THE DENNIS BERMAN FAMILY FO 1005 1 THE DENNIS BERMAN FAMILY FOUNDATION INC 31-1684732
BAIS AHARON NONE OTHER 360. 93/8 RECHOV HAETROG GIVAT ZEV, CHARITABLE PUBLIC ISRAEL CHARITY
BAIS CHANA NONE OTHER 180. 383 KINGSTON AVE, SUITE 248 CHARITABLE PUBLIC BROOKLYN, NY 11213 CHARITY
BAIS HAMEDRASH AND MESTIVA OF NONE OTHER 2,000. BALTIMORE CHARITABLE PUBLIC 6823 OLD PIMLICO ROAD CHARITY BALTIMORE, MD 21209
BAIS MEDRSH TORAS CHESED NONE OTHER 360. 910 MONMOUTH AVENUE LAKEWOOD, CHARITABLE PUBLIC NJ 08701 CHARITY
BAIS VAAD NONE OTHER 360. 3910 W STRATHMORE DRIVE CHARITABLE PUBLIC BALTIMORE, MD 21215 CHARITY
BAIS YAAKOV SCHOOL FOR GIRLS NONE OTHER 10,000. 11111 PARK HEIGHTS AVE OWINGS CHARITABLE PUBLIC MILLS, MD 21117 CHARITY
BAIS YOSEF ZVI NONE OTHER 180. HARAV CHISDAH 2/3, KENISA ALEPH CHARITABLE PUBLIC ASHDOD, ISRAEL CHARITY
BAYIS LEPLEITOS NONE OTHER 1,200. 543 BEDFORD AVENUE, #314 CHARITABLE PUBLIC BROOKLYN, NY 11218 CHARITY
BE'ER YEHOSHUA NONE OTHER 1,360. PO BOX 536 BNAI BRAK, ISRAEL CHARITABLE PUBLIC CHARITY
BEIT CHANA NONE OTHER 180. 1451 60TH STREET BROOKLYN, NY CHARITABLE PUBLIC 11229 CHARITY
25 STATEMENT(S) 9 11490706 742308 1005 2009.04000 THE DENNIS BERMAN FAMILY FO 1005 1 THE DENNIS BERMAN FAMILY FOUNDATION INC 31-1684732
BETH MEDRESH GOVOHA OF ISRAEL NONE OTHER 1,200. 3605 MENLO DRIVE BALTIMORE, MD CHARITABLE PUBLIC 21215 CHARITY
BETH SHOLOM CONGREGATION NONE OTHER 2,100. 11825 SEVEN LOCKS ROAD POTOMAC, CHARITABLE PUBLIC MD 20854 CHARITY
BETH SINAI NONE OTHER 3,500. 13 LAKE STREET KAUNEONGA LAKE, CHARITABLE PUBLIC NY 12749 CHARITY
BIKUR CHOLOM EZRAT ACHIM NONE OTHER 800. POB 5038 BNAI BRAK, ISRAEL CHARITABLE PUBLIC CHARITY
BNOS YISROEL NONE OTHER 3,000. 5713 PARK HEIGHTS AVENUE CHARITABLE PUBLIC BROOKLYN, NY 11211 CHARITY
BRIT YOSEF YITZCHOK NONE OTHER 500. RECHOV LUBAVITCH 14 RAMAT CHARITABLE PUBLIC SHLOMO, JERUSALEM, ISRAEL CHARITY
CCK NONE OTHER 180. 34 BREWER ROAD MONSEY, NY 10952 CHARITABLE PUBLIC CHARITY
CENTER FOR TORAH V'CHESED NONE OTHER 2,600. 5401 COLLINS AVENUE, #1019 CHARITABLE PUBLIC MIAMI BEACH, FL 33140 CHARITY
CENTRAL FUND FOR ISRAEL NONE OTHER 2,500. 980 SIXTH AVENUE NEW YORK, NY CHARITABLE PUBLIC 10018 CHARITY
CHABAD CENTER FOR JEWISH NONE OTHER 770. DISCOVERY CHARITABLE PUBLIC 121 WEST 19TH STREET NEW YORK, CHARITY NY 10011
26 STATEMENT(S) 9 11490706 742308 1005 2009.04000 THE DENNIS BERMAN FAMILY FO 1005 1 THE DENNIS BERMAN FAMILY FOUNDATION INC 31-1684732
CHABAD HOUSE - MIGDAL NONE OTHER 360. PO BO) 382 MIGDAL, ISRAEL CHARITABLE PUBLIC CHARITY
CHABAD HOUSE AT RUTGERS NONE OTHER 1,000. 170 COLLEGE AVENUE, PO BOX 1908 CHARITABLE PUBLIC NEW BRUNSWICK, NJ 08903 CHARITY
CHABAD LUBAVITCH CENTER NONE OTHER 18,000. 784 EASTERN PARKWAY, SUITE 405 CHARITABLE PUBLIC BROOKLYN, NY 11213 CHARITY
CHABAD LUBAVITCH NONE OTHER 1,000. 11520 DARNESTOWN ROAD NORTH CHARITABLE PUBLIC POTOMAC, MD 20878 CHARITY
CHABAD OF IDAHO NONE OTHER 1,500. 8707 WEST STATE STREET, UNIT "D" CHARITABLE PUBLIC BOISE, ID 83714 CHARITY
CHABAD OF TIBERIA NONE OTHER 1,000. PO BOX 269, 2833 SMITH AVENUE CHARITABLE PUBLIC BALTIMORE, MD 21209 CHARITY
CHABAD SHUL NONE OTHER 63,930. 11826 SEVEN LOCKS ROAD POTOMAC, CHARITABLE PUBLIC MD 20854 CHARITY
CHAI LIFELINE NONE OTHER 1,500. 7904 VAN GOGH COURT POTOMAC, MD CHARITABLE PUBLIC 20854 CHARITY
CHAIM LAMARPEH NONE OTHER 360. RECHOV KEDUSHAT AHARON 8 CHARITABLE PUBLIC JERUSALEM, ISRAEL CHARITY
CHASDEI AVOS NONE OTHER 360. 6 KARLIN BLVD, UNIT 301 MONROE, CHARITABLE PUBLIC NY 10950 CHARITY
27 STATEMENT(S) 9 11490706 742308 1005 2009.04000 THE DENNIS BERMAN FAMILY FO 1005 1 THE DENNIS BERMAN FAMILY FOUNDATION INC 31-1684732
CHASDEI MALKA NONE OTHER 360. 4511 13TH AVENUE BROOKLYN, NY CHARITABLE PUBLIC 11219 CHARITY
CHASDEI MORDECHAI V'YAAKOV NONE OTHER 360. RECHOV HARAV PARDO 6 BNAI BRAK, CHARITABLE PUBLIC ISRAEL CHARITY
CHASDEI SHALOM NONE OTHER 360. 4502 18TH AVENUE #73 BROOKLYN, CHARITABLE PUBLIC NY 11204 CHARITY
CHEN V'CHESED V'RACHAMIN NONE OTHER 1,610. 1375 CONEY ISLAND AVENUE CHARITABLE PUBLIC BROOKLYN, NY 11230 CHARITY
CHESED AVRAHAM INC. NONE OTHER 360. PO BOX 35333 LOS ANGELES, CA CHARITABLE PUBLIC 90035 CHARITY
CHOFETZ CHAIM HERITAAGE NONE OTHER 10,000. FOUNDATION CHARITABLE PUBLIC 361 SPOOK ROCK ROAD SUFFERN, NY CHARITY 10901
CONGREGATION AHAVAT SHALOM NONE OTHER 720. 1128 SOMERSET AVENUE LAKEWOOD, CHARITABLE PUBLIC NJ 08701 CHARITY
CONGREGATION BINYAN TZVI NONE OTHER 360. 613 BEDFORD AVENUE BROOKLYN, NY CHARITABLE PUBLIC 11211 CHARITY
CONGREGATION GIVAT SHAUL NONE OTHER 600. 4904 11TH AVENUE BROOKLYN, NY CHARITABLE PUBLIC 11219 CHARITY
CONGREGATION KAHAL YIREI HASHEM NONE OTHER 1,200. PO BOX 624 BROOKLYN, NY 11219 CHARITABLE PUBLIC CHARITY
28 STATEMENT(S) 9 11490706 742308 1005 2009.04000 THE DENNIS BERMAN FAMILY FO 1005 1 THE DENNIS BERMAN FAMILY FOUNDATION INC 31-1684732
CONGREGATION PSHEMISHIL NONE OTHER 360. 625 MAPLE AVENUE LAKEWOOD, NJ CHARITABLE PUBLIC 08701 CHARITY
CONGREGATION RAV CHESSED NONE OTHER 360. 1040 54TH STREET BROOKLYN, NY CHARITABLE PUBLIC 11219 CHARITY
CONGREGATION SHOMER ISRAEL NONE OTHER 10,000. 25625 SOUTHFIELD ROAD #107 CHARITABLE PUBLIC SOUTHFIELD , MI 48075 CHARITY
CONGREGATION TOLDOS ODOM NONE OTHER 1,450. 1424 EAST 13TH ST. BROOKLYN , NY CHARITABLE PUBLIC 11230 CHARITY
CONGREGATION TORAH U ' TEFILAH NONE OTHER 180. 1717 52ND STREET BROOKLYN , NY CHARITABLE PUBLIC 11204 CHARITY
CORNELL HILLEL NONE OTHER 500. G-34 ANNABEL TAYLOR HALL CHARITABLE PUBLIC ITHACA, NY 14853 CHARITY
DARKEI MIRIAM NONE OTHER 360. 5014 16TH AVENUE, SUITE 341 CHARITABLE PUBLIC BROOKLYN, NY 11204 CHARITY
DERECH CHOCHMA, INC. NONE OTHER 3,250. 1035 EAST 16TH STREET CHARITABLE PUBLIC BALTIMORE, NY 11230 CHARITY
DEVELOPMENT CORPORATION FOR NONE OTHER 2,500. ISRAEL CHARITABLE PUBLIC 6900 WISCONSIN AVE, SUITE 307 CHARITY BETHESDA, MD 20815
DOLEH U'MASHKIEH NONE OTHER 360. 3 RECHOV AMRAM GAON GIVAT CHARITABLE PUBLIC SHAUL, JERUSALEM, ISRAEL CHARITY
29 STATEMENT(S) 9 11490706 742308 1005 2009.04000 THE DENNIS BERMAN FAMILY FO 1005 1 THE DENNIS BERMAN FAMILY FOUNDATION INC 31-1684732
DRUFTKI D'ORAYTHA NONE OTHER 150. 2 HATZVI STREET, RAMEIMO CHARITABLE PUBLIC JERUSALEM, ISRAEL CHARITY
EIN OD MILVADO NONE OTHER 180. 37 KEDMA DRIVE LAKEWOOD, NJ CHARITABLE PUBLIC 08701 CHARITY
EIRGUN BARUCH U'MARPEH NONE OTHER 1,300. 4718 18TH AVENUE, SUITE 149 CHARITABLE PUBLIC BROOKLYN, NY 11204 CHARITY
EITZ CHAIM - MAHARITZ NONE OTHER 360. 51 HASHOMER STREET BNAI BRAK, CHARITABLE PUBLIC ISRAEL CHARITY
EMET NONE OTHER 7,900. 1050 CONNECTICUT AVE NW CHARITABLE PUBLIC WASHINGTON, DC 20036 CHARITY
EOM NONE OTHER 180. 617 SIXTH STREET LAKEWOOD, NJ CHARITABLE PUBLIC 08701 CHARITY
EZER L'ULAS NONE OTHER 360. ACHOZA M'LUBLIN 24/3 BEITAR CHARITABLE PUBLIC ELITE, ISRAEL CHARITY
EZRA ACADEMY NONE OTHER 1,000. 119-45 UNION TURNPIKE FOREST CHARITABLE PUBLIC HILLS, NY 11375 CHARITY
EZRAS YISROEL NONE OTHER 360. 4415 14TH AVENUE BROOKLYN, NY CHARITABLE PUBLIC 11219 CHARITY
EZRAT ISRAEL NONE OTHER 2,000. 595 LEFFERTS AVENUE BROOKLYN, CHARITABLE PUBLIC NY 11203 CHARITY
30 STATEMENT(S) 9 11490706 742308 1005 2009.04000 THE DENNIS BERMAN FAMILY FO 1005 1 THE DENNIS BERMAN FAMILY FOUNDATION INC 31-1684732
FRIENDS OF CHASDEI SHOMAYIM NONE OTHER 360. 19/7 CHOFETZ CHAIM STREET MODIN CHARITABLE PUBLIC ELITE, ISRAEL CHARITY
FRIENDS OF HADAR ZION NONE OTHER 360. 1655 44TH STREET BROOKLYN, NY CHARITABLE PUBLIC 11204 CHARITY
FRIENDS OF HAMAAYAN NONE OTHER 360. 9 SAREI YISRAEL JERUSALEM, CHARITABLE PUBLIC ISRAEL CHARITY
FRIENDS OF KOL RINA NONE OTHER 600. 3321 RALEIGH STREET, UNIT "I" CHARITABLE PUBLIC HOLLYWOOD , FL 33021 CHARITY
FRIENDS OF LUBAVITCH NONE OTHER 10,000. 11621 SEVEN LOCKS ROAD POTOMAC, CHARITABLE PUBLIC MD 20854 CHARITY
FRIENDS OF TORAT CHAYIM NONE OTHER 2,500. 3398 WINCHESTER WEST CHARITABLE PUBLIC BLOOMFIELD, MI 48322 CHARITY
FRIENDS OF YEMEN SAAD NONE OTHER 360. 1312 44TH STREET, SUITE 243 CHARITABLE PUBLIC BROOKLYN, NY 11219 CHARITY
FRIENDS OF YESHIVA BE'ER AVRAHAM NONE OTHER 500. 349 EAST 5TH STREET BROOKLYN, CHARITABLE PUBLIC NY 11218 CHARITY
GESHER JEWISH DAY SCHOOL NONE OTHER 6,000. 4700 SHIRLEY GATE ROAD FAIRFAX, CHARITABLE PUBLIC VA 22030 CHARITY
GIRLSTOWN BEIT CHANA NONE OTHER 500. 1489 PRESIDENT STREET BROOKLYN, CHARITABLE PUBLIC NY 11213 CHARITY
31 STATEMENT(S) 9 11490706 742308 1005 2009.04000 THE DENNIS BERMAN FAMILY FO 1005 1 THE DENNIS BERMAN FAMILY FOUNDATION INC 31-1684732
HAMERCAZ HACHINUCH V'HORAAH NONE OTHER 360. PO BOX 663, 12 RECHOV RABBI CHARITABLE PUBLIC ELAZAR BEITAR ELITE, ISRAEL CHARITY
HATZOLA OF YAVNIEL NONE OTHER 360. PO BOX 124 YAVNIEL, ISRAEL CHARITABLE PUBLIC CHARITY
HATZOLAH DAROM NONE OTHER 500. 1271 45TH STREET BROOKLYN, NY CHARITABLE PUBLIC 11219 CHARITY
HEICHAL HATALMUD NONE OTHER 360. 3 WASSERMAN STREET BNAI BRAK, CHARITABLE PUBLIC ISRAEL CHARITY
HERITAGE RETREATS NONE OTHER 2,000. 48 WEST PARKWAY CLIFTON, NJ CHARITABLE PUBLIC 07014 CHARITY
HILLEL AT GW NONE OTHER 4,000. 2300 "H" STREET NW WASHINGTON, CHARITABLE PUBLIC DC 20037 CHARITY
ISRAEL AMERICAN ACADEMIC NONE OTHER 1,500. EXCHANGE CHARITABLE PUBLIC 9100 WILSHIRE BLVD. SUITE 400W CHARITY BEVERLY HILLS, CA 90212
JDRF NONE OTHER 250. 8900 VICTORY LANE POTOMAC, MD CHARITABLE PUBLIC 20854 CHARITY
JEM - CROWN HEIGHTS NONE OTHER 10,800. 468 CROWN STREET BROOKLYN, NY CHARITABLE PUBLIC 11225 CHARITY
JEM NONE OTHER 2,000. 3453 N. 54TH STREET MILWAUKEE, CHARITABLE PUBLIC WI 53216 CHARITY
32 STATEMENT(S) 9 11490706 742308 1005 2009.04000 THE DENNIS BERMAN FAMILY FO 1005 1 THE DENNIS BERMAN FAMILY FOUNDATION INC 31-1684732
JEWEL/JERUSALEM FELLOWSHIPS NONE OTHER 10,000. 28 PARK AVENUE AIRMONT, NY CHARITABLE PUBLIC 10952 CHARITY
JEWISH COLLEGIATE NETWORK NONE OTHER 1,400. 3702 FORDS LANE BALTIMORE, MD CHARITABLE PUBLIC 21215 CHARITY
JEWISH COMMUNITY RELATIONS NONE OTHER 1,500. COUNCIL CHARITABLE PUBLIC 6101 MONTROSE ROAD, SUITE 205 CHARITY ROCKVILLE, MD 20852
JEWISH FEDERATION OF GREATER NONE OTHER 30,000. WASHINGTON CHARITABLE PUBLIC 6101 MONTROSE ROAD, SUITE 205 CHARITY ROCKVILLE, MD 20852
JEWISH ROC NONE OTHER 20,000. 11304 OLD GEORGETOWN ROAD CHARITABLE PUBLIC ROCKVILLE, MD 20852 CHARITY
JNF NONE OTHER 250. 11612 KAREN DRIVE POTOMAC, MD CHARITABLE PUBLIC 20854 CHARITY
KAV L'KAV NONE OTHER 650. 1436 42ND STREET BROOKLYN, NY CHARITABLE PUBLIC 11219 CHARITY
KEHILA YEHUDIT ZAPOROZHYE NONE OTHER 360. RECHOV HARAV BRIM 12/6 RAMAT CHARITABLE PUBLIC SHLOMO, JERUSALEM, ISRAEL CHARITY
KEREN GUSH ETZION FOUNDATION NONE OTHER 2,000. POB 1030 MANCHESTER, NH 03105 CHARITABLE PUBLIC CHARITY
KEREN HACHIESED OF GREATER NONE OTHER 1,200. WASHINGTON CHARITABLE PUBLIC 405 BURNT MILLS AVENUE SILVER CHARITY SPRING, MD 20901
33 STATEMENT(S) 9 11490706 742308 1005 2009.04000 THE DENNIS BERMAN FAMILY FO 1005 1 THE DENNIS BERMAN FAMILY FOUNDATION INC 31-1684732
KEREN ZICHRON ROSH NONE OTHER 360. 2023 80TH STREET BROOKLYN, NY CHARITABLE PUBLIC 11214 CHARITY
KNESSET YEHUDA NONE OTHER 1,500. 848 E. 13TH STREET BROOKLYN, NY CHARITABLE PUBLIC 11230 CHARITY
KNESSET YISRAEL NONE OTHER 500. 5014 16TH AVENUE, SUITE 203 CHARITABLE PUBLIC BROOKLYN, NY 11204 CHARITY
KOLEL AVODAS LEVI NONE OTHER 12,500. 400 MOUNT WILSON LANE CHARITABLE PUBLIC BALTIMORE, MD 21208 CHARITY
KOLLEL BEIT ELCHANAN DOV NONE OTHER 360. 5/5 AZRIEL STREET, GIVAT SHAUL CHARITABLE PUBLIC JERUSALEM, ISRAEL CHARITY
KOLLEL CHAFETZ CHAIM NONE OTHER 360. 1477 EAST 13TH STREET BROOKLYN, CHARITABLE PUBLIC NY 11230 CHARITY
KOLLEL DARCHEI MANACHEM NONE OTHER 360. 27 TZEFANIA ST.PO BOX 50018 CHARITABLE PUBLIC GEULA,JERUSALEM, ISRAEL CHARITY
KOLLEL DIRSHU SILVER SPRING NONE OTHER 1,200. 10612 WOODSDALE DRIVE SILVER CHARITABLE PUBLIC SPRING, MD 20901 CHARITY
KOLLEL GALICIA NONE OTHER 360. RECHOV SHPITZER 10 JERUSALEM, CHARITABLE PUBLIC ISRAEL CHARITY
KOLLEL MERKAZ HATORAH NONE OTHER 440. 1441 S. OAKHURST DRIVE LOS CHARITABLE PUBLIC ANGELES, CA 90035 CHARITY
34 STATEMENT(S) 9 11490706 742308 1005 2009.04000 THE DENNIS BERMAN FAMILY FO 1005 1 THE DENNIS BERMAN FAMILY FOUNDATION INC 31-1684732
KOLLEL TIFERES ASHER NONE OTHER 360. STR. AMNON & TAMAR 13 DIMONA, CHARITABLE PUBLIC ISRAEL CHARITY
KOLLEL TIFERES YISROEL NONE OTHER 360. MAIMON 37 BNAI BRAK, ISRAEL CHARITABLE PUBLIC CHARITY
KOLLEL YAD CHAIM NONE OTHER 360. PO BOX 50003, RAMOT ALEPH CHARITABLE PUBLIC JERUSALEM, ISRAEL CHARITY
KOLLEL ZICHRON AMRAM NONE OTHER 8,200. 1201 BALLARD STREET SILVER CHARITABLE PUBLIC SPRING, MD 20901 CHARITY
LAHAV NONE OTHER 10,000. 913 PAINTED POST ROAD CHARITABLE PUBLIC BALTIMORE, MD 21208 CHARITY
LUBAVITCH CENTER FOR JEWISH NONE OTHER 1,500. EDUCATION CHARITABLE PUBLIC 770 HOWES ROAD COLUMBIA, MD CHARITY 21044
MACHON ALTE NONE OTHER 360. 42 UXBRIDGE STREET STATEN CHARITABLE PUBLIC ISLAND, NY 10314 CHARITY
MACHON LEHORA'AH NONE OTHER 360. 4403 15TH AVE. #522 BROOKLYN, CHARITABLE PUBLIC NY 11219 CHARITY
MAGEN DOVID NONE OTHER 360. 402 OCEAN PARKWAY #402 CHARITABLE PUBLIC BROOKLYN, NY 11218 CHARITY
MAGEN SHAUL NONE OTHER 180. RECHOV DOVID CHAZAN 14 CHARITABLE PUBLIC JERUSALEM, ISRAEL CHARITY
35 STATEMENT(S) 9 11490706 742308 1005 2009.04000 THE DENNIS BERMAN FAMILY FO 1005 1 THE DENNIS BERMAN FAMILY FOUNDATION INC 31-1684732
MAGEN YISRAEL NONE OTHER 360. PO BOX 732 TIBERIAS, ISRAEL CHARITABLE PUBLIC CHARITY
MATAN BISETER NONE OTHER 360. RECHOV NACHAL CHEVER 22/3 MODIN CHARITABLE PUBLIC , ISRAEL CHARITY
MELVIN J. BERMAN HEBREW ACADEMY NONE OTHER 13,014. 13300 ARCTIC AVENUE ROCKVILLE, CHARITABLE PUBLIC MD 20853 CHARITY
MERCAZ HATORAH NONE OTHER 600. 820 OCEAN PARKWAY, SUITE 215 CHARITABLE PUBLIC BROOKLYN, NY 11230 CHARITY
MERKAZ HABRITH NONE OTHER 360. PO BOX 876 MONSEY, NY 10952 CHARITABLE PUBLIC CHARITY
MERKAZ HATORAH COMMUNITY KOLLEL NONE OTHER 10,440. 312 N. DETROIT ST. LOS ANGELES, CHARITABLE PUBLIC CA 90036 CHARITY
MESORAH DC NONE OTHER 2,000. 10612 WOODSDALE DRIVE SILVER CHARITABLE PUBLIC SPRING, MD 20901 CHARITY
MISHAN MENACHEM ORGANIZATION NONE OTHER 360. 1552 45TH STREET BROOKLYN, NY CHARITABLE PUBLIC 11219 CHARITY
MOISDOS SANZ - STROPKOV NONE OTHER 1,200. 7 WEBSTER AVENUE BROOKLYN, NY CHARITABLE PUBLIC 11230 CHARITY
MOSDOS BALCHOV NONE OTHER 360. RECHOV RIVAL 60 RAMAT BET CHARITABLE PUBLIC SHEMESH, ISRAEL CHARITY
36 STATEMENT(S) 9 11490706 742308 1005 2009.04000 THE DENNIS BERMAN FAMILY FO 1005 1 THE DENNIS BERMAN FAMILY FOUNDATION INC 31-1684732
MOSDOS BETH JOSEPH ZVI NONE OTHER 2,000. 52 SHNIUEL HANAVI STREET CHARITABLE PUBLIC JERUSALEM, ISRAEL CHARITY
MOSDOS KOYDINOV NONE OTHER 1,500. 6012 WALLIS AVE. BALTIMORE, MD CHARITABLE PUBLIC 21215 CHARITY
MOSDOT MERKAZ LETORAH NONE OTHER 650. 6012 WALLIS AVE. BALTIMORE, MD CHARITABLE PUBLIC 21215 CHARITY
NACHLAT NAFTALI FOUNDATION NONE OTHER 1,300. 2418 AVENUE "I" BROOKLYN, NY CHARITABLE PUBLIC 11210 CHARITY
NETINA NONE OTHER 360. RECHOV RASHBI 24/20 ELAD, CHARITABLE PUBLIC ISRAEL CHARITY
NETZARIM DEVELOPMENT FUND NONE OTHER 5,000. MOSHAV YEVUL DN NEGEV, ISRAEL CHARITABLE PUBLIC CHARITY
OD YOSEF CHAI NONE OTHER 360. 860 44TH STREET BROOKLYN, NY CHARITABLE PUBLIC 11220 CHARITY
OHEL AVRAHAM NONE OTHER 2,650. PO BOX 95016 PALATINE , IL CHARITABLE PUBLIC 60074 CHARITY
OHEL MALKA INSTITUTIONS NONE OTHER 1,090. 1369 51ST STREET BROOKLYN, NY CHARITABLE PUBLIC 11219 CHARITY
OHR LETZION ORGANIZATION NONE OTHER 360. 7/1 IMREI EMET STREET BEIT CHARITABLE PUBLIC SHEMESH, ISRAEL CHARITY
37 STATEMENT(S) 9 11490706 742308 1005 2009.04000 THE DENNIS BERMAN FAMILY FO 1005 1 THE DENNIS BERMAN FAMILY FOUNDATION INC 31-1684732
OR CHODESIH BRIDGE SCHOOL NONE OTHER 360. 1431 CONEY ISLAND AVENUE CHARITABLE PUBLIC BROOKLYN, NY 11230 CHARITY
OR DAVID OUTREACH NONE OTHER 1,800. 3904 15TH AVENUE BROOKLYN, NY CHARITABLE PUBLIC 11218 CHARITY
OR SHALOM V'CHESSED JERUSALEM NONE OTHER 600. PO BOX 6752 JERUSALEM, ISRAEL CHARITABLE PUBLIC CHARITY
ORCHOS CHAIM NONE OTHER 1,000. 17402 CITRONIA STREET CHARITABLE PUBLIC NORTHRIDGE, CA 91325 CHARITY
ORTHODOX UNION - MACHON MAAYAN NONE OTHER 1,250. 3209 AVENUE "L" BROOKLYN, NY CHARITABLE PUBLIC 11210 CHARITY
PEELAY HACHESES TSFAT NONE OTHER 360. 89 NAVE ORANIM STREET TSFAT, CHARITABLE PUBLIC ISRAEL CHARITY
PEF ISRAEL ENDOWMENT FUNDS, INC. NONE OTHER 2,500. 317 MADISON AVE, SUITE 607 NEW CHARITABLE PUBLIC YORK, NY 10017 CHARITY
POLITZ HEBREW ACADEMY NONE OTHER 1,000. 9225 BUSTLETON AVE. CHARITABLE PUBLIC PHILADELPHIA, PA 19115 CHARITY
PROJECT EXTREME NONE OTHER 2,200. 335 CENTRAL AVENUE LAWRENCE, NY CHARITABLE PUBLIC 11559 CHARITY
RABBI YOSEF CHAIM SHEINBERGER NONE OTHER 300. 24 TZEFANIA STREET POB 5549 CHARITABLE PUBLIC JERUSALEM, ISRAEL CHARITY
38 STATEMENT(S) 9 11490706 742308 1005 2009.04000 THE DENNIS BERMAN FAMILY FO 1005 1 THE DENNIS BERMAN FAM ILY FOUNDATION INC 31-1684732
RAV CHESSED NONE OTHER 360. 1312 44TH STREET, SUITE 243 CHARITABLE PUBLIC BROOKLYN, NY 11219 CHARITY
SAR SHALOM NONE OTHER 180. RECHOV RAV CHISDA 23/8 ASHDOD, CHARITABLE PUBLIC ISRAEL CHARITY
SEHC NONE OTHER 1,000. 606 BURNT MILLS AVENUE SILVER CHARITABLE PUBLIC SPRING, MD 20901 CHARITY
SHAAREI RACHAMIM NONE OTHER 1,000. PO BOX 57920 JERUSALEM, ISRAEL CHARITABLE PUBLIC CHARITY
SHAAREI TZION NONE OTHER 180. 3 WATER DRIVE MONSEY, NY 10952 CHARITABLE PUBLIC CHARITY
SHALOM YITZCHAK TORAH NONE OTHER 1,200. 208 5TH STREET LAKEWOOD, NJ CHARITABLE PUBLIC 08701 CHARITY
SHEVES ACHIM NONE OTHER 360. POB 191217 BROOKLYN, NY 11219 CHARITABLE PUBLIC CHARITY
SHOMREI HACHAMOT NONE OTHER 180. RECHOV CHAZON ISH 22/4 RMAT CHARITABLE PUBLIC SHLOMO,JERUSALEM, ISRAEL CHARITY
SHUVU NONE OTHER 36,000. 230 PARK AVENUE, SUITE 539 NEW CHARITABLE PUBLIC YORK, NY 10169 CHARITY
SMITH FARM CENTER NONE OTHER 3,000. 1632 "U" STREET WASHINGTON, DC CHARITABLE PUBLIC 20009 CHARITY
39 STATEMENT(S) 9 11490706 742308 1005 2009.04000 THE DENNIS BERMAN FAMILY FO 1005 1 THE DENNIS BERMAN FAMILY FOUNDATION INC 31-1684732
SOUTHEAST HEBREW CONGREGATION NONE OTHER 5,000. 606 BURNT MILLS AVENUE SILVER CHARITABLE PUBLIC SPRING, MD 20901 CHARITY
STANDING TOGETHER NONE OTHER 2,400. 643 BRAND BLVD. CEDARHURST, NY CHARITABLE PUBLIC 11516 CHARITY
SULAM NONE OTHER 20,500. 13300 ARCTIC AVENUE ROCKVILLE, CHARITABLE PUBLIC MD 20853 CHARITY
TALMUD TORAH - ARAD NONE OTHER 360. PO BOX 936 ARAD, ISRAEL CHARITABLE PUBLIC CHARITY
TELEM NONE OTHER 450. 60 AGASI STREET JERUSALEM, CHARITABLE PUBLIC ISRAEL CHARITY
THE JEWISH BULLETIN BOARD NONE OTHER 360. RECHOV BEN ZAKKAI 11/2 BEITAR CHARITABLE PUBLIC ELITE, ISRAEL CHARITY
THE JEWISH COMMUNAL FUND NONE OTHER 2,500. 18321 VENTURA BLVD. SUITE 600 CHARITABLE PUBLIC TARZANA , CA 91356 CHARITY
THE KOBY MANDELL FOUNDATION NONE OTHER 1,800. 7801 NORFOLK AVENUE SUTIE T-4 CHARITABLE PUBLIC BETHESDA, MD 20814 CHARITY
TIFERES MORDECHAI NONE OTHER 180. PO BOX 022344 BROOKLYN, NY CHARITABLE PUBLIC 11202 CHARITY
TIFERET MORDECHAI SHLOMO NONE OTHER 360. 5014 16TH AVENUE, SUITE 291 CHARITABLE PUBLIC BROOKLYN, NY 11204 CHARITY
40 STATEMENT(S) 9 11490706 742308 1005 2009.04000 THE DENNIS BERMAN FAMILY FO 1005 1 THE DENNIS BERMAN FAMILY FOUNDATION INC 31-1684732
TIFERET MORDECHAI NONE OTHER 360. 1319 51ST STREET BROOKLYN, NY CHARITABLE PUBLIC 11219 CHARITY
TIKVA LACHAIM NONE OTHER 360. 104 CHURCH LANE, SUITE 100 CHARITABLE PUBLIC BALTIMORE, MD 21208 CHARITY
TOLDOT AHARON NONE OTHER 180. 13 TZEFANIA STREET, POB 5773 CHARITABLE PUBLIC JERUSALEM, ISRAEL CHARITY
TORAH ORE SEMINARY NONE OTHER 4,500. 5920 BLAND AVENUE BALTIMORE, MD CHARITABLE PUBLIC 21215 CHARITY
TORAH SCHOOLS FOR ISRAEL NONE OTHER 12,500. 40 EXCHANGE PLACE, SUITE 1403 CHARITABLE PUBLIC NEW YORK, NY 10269 CHARITY
TORAH TEMIMAH - BRESLOV NONE OTHER 360. 1529 42ND STREET, APT. 1G CHARITABLE PUBLIC BROOKLYN, NY 11219 CHARITY
TORAH V'CHESSED CENTER NONE OTHER 360. 2705 SUMMERSON ROAD BALTIMORE, CHARITABLE PUBLIC MD 21209 CHARITY
TORAS CHACHOM FOUNDATION NONE OTHER 360. 1419 47TH STREET BROOKLYN, NY CHARITABLE PUBLIC 11219 CHARITY
TSECHENOV INSTITUTIONS NONE OTHER 500. 10 EVEN HAZEL STREET, POB 11560 CHARITABLE PUBLIC JERUSALEM, ISRAEL CHARITY
TZDAKA V'CHAYIM NONE OTHER 360. 770 EMPIRE BLVD. #2F BROOKLYN, CHARITABLE PUBLIC NY 11213 CHARITY
41 STATEMENT(S) 9 11490706 742308 1005 2009.04000 THE DENNIS BERMAN FAMILY FO 1005 1 THE DENNIS BERMAN FAMILY FOUNDATION INC 31-1684732
TZEDAKA V'CHESSED NONE OTHER 32,900. RECHOV ELIEZER HORKENOS 2/1 CHARITABLE PUBLIC ASHDOD, ISRAEL CHARITY
UNITED BROTHERS FUND NONE OTHER 360. 6505 WILSHIRE BLVD. LOS CHARITABLE PUBLIC ANGELES, CA 90048 CHARITY
UNITED LUBAVITCH YESHIVOTH NONE OTHER 3,200. 841 OCEAN PARKWAY BROOKLYN, NY CHARITABLE PUBLIC 11230 CHARITY
VAAD HARABBONIM NONE OTHER 500. 5203 12TH AVENUE BROOKLYN, NY CHARITABLE PUBLIC 11219 CHARITY
VAAD LEORER YESHANIM NONE OTHER 10,000. 150 BOULEVARD PASSAIC, NJ 07055 CHARITABLE PUBLIC CHARITY
VAAD SICHOT KODESH NONE OTHER 720. 262 ALBANY AVENUE BROOKLYN, NY CHARITABLE PUBLIC 11213 CHARITY
WEINBERG ACADEMY NONE OTHER 2,500. 1515 REISTERSTOWN RD., 3RD FL. CHARITABLE PUBLIC BALTIMORE, MD 21208 CHARITY
YAD ELIEZER NONE OTHER 250. 3909 W. STRATHMORE BALTIMORE, CHARITABLE PUBLIC MD 21215 CHARITY
YAD EZRA INSTITUTE NONE OTHER 850. 25 PHILMORE ROAD NEWTON, MA CHARITABLE PUBLIC 02458 CHARITY
YAD L'ACHIM NONE OTHER 1,000. 1217 ARCOLA AVENUE SILVER CHARITABLE PUBLIC SPRING, MD 20902 CHARITY
42 STATEMENT(S) 9 11490706 742308 1005 2009.04000 THE DENNIS BERMAN FAMILY FO 1005 1 THE DENNIS BERMAN FAMILY FOUNDATION INC 31-1684732
YAD V'CHE8SED NONE OTHER 180. PO BOX 759 YAVNIEL, ISRAEL CHARITABLE PUBLIC CHARITY
YAD YISROEL NONE OTHER 180. 85 FORSHAY ROAD MONSEY, NY CHARITABLE PUBLIC 10952 CHARITY
YEHUDA MOND FDN OF AHAVAS TORAH NONE OTHER 3,500. 812 HYDE COURT SILVER SPRING, CHARITABLE PUBLIC MD 20902 CHARITY
YESHIVA & RABBINICAL NONE OTHER 360. COLLEGE-OHEL MIRIAM CHARITABLE PUBLIC 1574 45TH STREET BROOKLYN, NY CHARITY 11219
YESHIVA CHAIM BERLIN NONE OTHER 16,000. 1585 CONEY ISLAND AVENUE CHARITABLE PUBLIC BROOKLYN, NY 11230 CHARITY
YESHIVA OF GREATER WASHINGTON NONE OTHER 51,000. 2010 LINDEN LANE SILVER CHARITABLE PUBLIC SPRING, MD 20910 CHARITY
YESHIVA OHEL SIMCHA NONE OTHER 360. 14737 71ST AVE, APT. 200A CHARITABLE PUBLIC FLUSHING, NY 11367 CHARITY
YESHIVA OHEL YOSEF NONE OTHER 360. 32/6 NACHAL KISHON STREET RAMAT CHARITABLE PUBLIC BET SHEMESH, ISRAEL CHARITY
YESHIVA OHR ISRAEL NONE OTHER 2,500. 1458 HOLLY LANE NE ATLANTA, GA CHARITABLE PUBLIC 30329 CHARITY
YESHIVA TORAT CHAIM - NESHER NONE OTHER 360. RECHOV KEREN HAYESOD 41 NESHER, CHARITABLE PUBLIC ISRAEL CHARITY
43 STATEMENT(S) 9 11490706 742308 1005 2009.04000 THE DENNIS BERMAN FAMILY FO 1005 1 THE DENNIS BERMAN FAMILY FOUNDATION INC 31-1684732
YESHIVAS MIR YERUSHALAYIM NONE OTHER 25,000. 5227 ftW UTRECHT AVENUE CHARITABLE PUBLIC BROOKLYN, NY 11219 CHARITY
YESHIVAS TORAS CHAIM NONE OTHER 360. PO BOX 1112 MONEY, NY 10952 CHARITABLE PUBLIC CHARITY
YESHIVAT KETER TORAH NONE OTHER 180. 1435 CANTERBURY ROAD LAKEWOOD, CHARITABLE PUBLIC NJ 08701 CHARITY
YESHUAS YOSEF NONE OTHER 360. 1624 46TH STREET BROOKLYN, NY CHARITABLE PUBLIC 11204 CHARITY
YIEIP NONE OTHER 6,900. 11618 SEVEN LOCKS ROAD POTOMAC, CHARITABLE PUBLIC MD 20854 CHARITY
YOUNG ISRAEL OF SCARSDALE NONE OTHER 750. 1313 WEAVER STREET SCARSDALE, CHARITABLE PUBLIC NY 10583 CHARITY
YULA NONE OTHER 500. 1619 SOUTH ROBERTSON LOS CHARITABLE PUBLIC ANGELES, CA 90035 CHARITY
ZANS KLAUZENBURG NONE OTHER 180. 1231 44TH STREET BROOKLYN, NY CHARITABLE PUBLIC 11219 CHARITY
ZICHRON CHEMED INSTITUTIONS NONE OTHER 360. RECHOV HACHIDA 5 BAYIT CHARITABLE PUBLIC VEGAN,JERUSALEM, ISRAEL CHARITY
ZICHRON YAAKOV NONE OTHER 600. 1615 47TH STREET BROOKLYN, NY CHARITABLE PUBLIC 11204 CHARITY
44 STATEMENT(S) 9 11490706 742308 1005 2009.04000 THE DENNIS BERMAN FAMILY FO 1005 1 THE DENNIS BERMAN FAMILY FOUNDATION INC 31-1684732
ZLOTCHEV NONE OTHER 360. RECHOV PETACH TIKVA 62/1 CHARITABLE PUBLIC NETANYA, ISRAEL CHARITY
TOTAL TO FORM 990-PF, PART XV, LINE 3A 774,782.
45 STATEMENT(S) 9 11490706 742308 1005 2009.04000 THE DENNIS BERMAN FAMILY FO 1005 1 CONTINUATION FOR 990-PF, PART IV THE DENNIS BERMAN FAMILY FOUNDATION INC 31-1684732 PAGE 1 OF 2 Part IV Capital Gains and Losses for Tax on Investment Income (a) List and describe the kind (s) of property sold, e g , real estate , (b How acquired (c) Date acquired (d) Date sold yr) (mo 2-story brick warehouse ; or common stock , 200 shs MLC Co D - Doriton (mo , day, , day, yr ) la2.330 SHS GNMA POOL #181122 P 05/05/96 01/15/09 b2.340 SHS GNMA POOL #181122 P 05/05/96 02/17/09 c2.360 SHS GNMA POOL #181122 P 05/05/96 03/16/09 d 2.390 SHS GNMA POOL #181122 P 05/05/96 04/15/09 e 2.390 SHS GNMA POOL #181122 P 05/05/96 05/15/09 t3.540 SHS GNMA POOL #181122 P 05/05/96 06/15/09 2.440 SHS GNMA POOL #181122 P 05/05/96 07/15/09 h 2.450 SHS GNMA POOL #181122 P 5/05/96 08/17/09 i AMER CAP LTD CASH-IN-LIEU P ARIOUS 08/20/09 2.470 SHS GNMA POOL #181122 P 05/05/96 09/15/09 k2.490 SHS GNMA POOL #181122 P 5/05/96 10/15/09 3.640 SHS GNMA POOL #181122 P 05/05/96 11/16/09 m EJF OPPORTUNITY FUND P ARIOUS VARIOUS nEJF CROSSOVER FUND P ARIOUS VARIOUS o MARKSTONE CAPITAL LLC P ARIOUS VARIOUS f) Depreciation allowed (g) Cost or other basis (h) Gain or (loss) (e) Gross sales puce ( (or allowable ) plus expense of sale (e) plus (f) minus (g) a 2. 27. -25. b 2. 27. -25. c 2. 27. -25. d 3. 28. -25. e 3. 28. -25. f 4. 41. -37. 2. 28. -26. h 2. 28. -26. 3. 3. 3. 29. -26. k 2. 29. -27. 4. 42. -38. m 12,971. -12,971. n 2,746. -2,746. 0 3,489. -3,489. Complete only for assets showing gain in column (h) and owned by the foundation on 12/31 /69 (I) Losses (from col (h)) (j) Adjusted basis ( k) Excess of col (i) Gains (excess of col (h) gain over col. (k), (1) F M V. as of 12/31/69 as of 12/31/69 over col (1), if any but not less than '-0-') a -25. b -25. c -25. d -25. e -25. f -37. -26. h -26. 3. -26. k -27. -38. m -12,971. n -2,746. o -3,489.
If am, also enter in Part I, line 7 2 Capital gain net income or (net capital loss ) If (loss), enter °-0- in Part I, line 7 1 2 3 Net short-term capital gain or (loss ) as defined in sections 1222(5) and (6) If gain, also enter in Part I , line 8, column (c). If (loss), enter'-0- in Part I, line 8 3
923591 04-24-09 16 11490706 742308 1005 2009.04000 THE DENNIS BERMAN FAMILY FO 1005 CONTINUATION FOR 990-PF, PART IV THE DENNIS BERMAN FAMILY FOUNDATION INC 31-1684732 PAGE 2 OF 2 Kart Capital Gains and Losses for Tax on Investment Income (a) List and describe the kind (s) of property sold, e g , real estate , (b How acquired (c) Date acquired (d) Date sold (mo , day, 2-story brick warehouse , or common stock, 200 shs MLC Co D - Don Donationn (mo , day, yr ) yr.) la MERLIN NEXUS, LLC P VARIOUS VARIOUS bMERLIN NEXUS, LLC P VARIOUS VARIOUS cEJF CROSSOVER FUND P VARIOUS VARIOUS d 2.53 SHS GNMA POOL #181122 P 5/05/96 12/15/09 e2.550 SHS GNMA POOL #181122 P 05/05/96 12/31/09 (CAPITAL GAINS DIVIDENDS
h
k I m n 0 Depreciation allowed ( g) Cost or other basis h) Gain or (loss) (e) Gross sales price (f) ( (or allowable) plus expense of sale (e) plus (f) minus (g) a 1,536. 1,536. b 5,878. 5,878. c 9,088. -9,088. d 2. 29. -27. e 3. 29. -26. f 6,040. 6,040.
h
k I m n 0 Complete only for assets showing gain in column (h) and owned by the foundation on 12/31 /69 (I) Losses (from col (h)) (j) Adjusted basis (k) Excess of col. (i) Gains (excess of col. (h) gain over col (k), (i) F M V as of 12/31/69 as of 12/31/69 over col (j), rf any but not less than "-0-*) a 1,536. b 5,878. C -9,088. d -27. e -26. f 6,040.
h
k
m n 0
If ain, also enter in Part I, line 7 2 Capital gain net income or (net capital loss ) { If (lloss), enter'-0° in Part I , line 7 2 -15,195. 3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6): If gain, also enter in Part I, line 8, column (c). If (loss ), enter °-0= in Part I, line 8 3 N/A
923591 04-24-09 17 11490706 742308 1005 2009.04000 THE DENNIS BERMAN FAMILY FO 1005