<<

EXTENDED TO NOVEMBER 16, 2015 Return of Private Foundation )MB No 1545-005 Form 990-PF or Section 4947(a)(1) Trust Treated as Private Foundation Do not enter social security numbers on this form as it may be made public. Department of the Treasury ► 2014 Information about Form 990-PF and its separate instructions is at www.bs.coy/form For calendar year 2014 or tax year beainnina . and endina Name of foundation A Employer identification number

BERMAN CHARITABLE TRUST 94-2940733 Number and street (or P 0 box number if mail is not delivered to street address) RoomJsuite B Telephone number 5410 EDSON LANE 220 301-816-1555 City or town, state or province, country, and ZIP or foreign postal code C It exemption application is pending, check here ROCKVILLE , MD 20852 G Check all that apply: Initial return 0 Initial return of a former public charity D 1. Foreign organizations, check here Final return Amended return 2. Foreign organizations 85% test, Address chan e Name chan e ch her and ttach computathetionon H Check type of organization: ® Section 501(c)(3) exempt private foundation E If private foundation status was terminated 0 Section 4947 (a )( 1 ) nonexem pt charitable trust = Other taxable private foundation under section 507(b)(1)(A), check here ► Fair market value of all assets at end of year J Accounting method: ® Cash Accrual F If the foundation is in a 60-month termination (from Part /l, col (c), line 16) 0 Other (specify) under section 507(b)(1)(B), check here $ 9 9 2 6 4 4 4 . (Part 1, column (d) must be on cash basis) Part I Analysis of Revenue and Expenses (a) Revenue and (b) Net investment (c) Adjusted net (d) Disbursements (The total of amounts in columns (b) (c), and (d) may not for charitable purposes necessarily equal the amounts in column (a)) expenses per books income income (cash basis only) Ce'^ 1 Contributions, gifts, grants, etc., received 657 , 929 . N / A 2 check it the foundation is not required to attach Sch B N 3 Interest on savings and temporary cash investments 4 Dividends and interest from securities 291 , 213. 277 , 842. S TATEMENT 1 5a Gross rents

b Net rental income or (loss)

6a Net gain or (loss) from sale of assets not on line 10 3 , 809. 7 Gross sales price for all w b assets on line ea 103,809. 7 Capital gain et mcome(irom PartLly, bme 2)- j-q 3 , 809. Z 14. 8 Net short-term ca ati l G aln% _- v U^^ 9 Income m dificatlons rn C6 Gross sales ess return1j01 I o' (] 10a and allowan es t I iVl b Less Cost t°cjorops sold 1 r c Gross pro ^tr or 1(loss Pa ate, ! P, 1-7 11 Other income,.. _^ ; - ^_'a "+ -508 , 471. -508 , 471. S TATEMENT 2 12 Total. Add lines 1 throuthr g h 444 480. -226 , 820.

13 Compensation of officers, directors, trustees, etc - 0. 0. 0. 14 Other employee salaries and wages 15 Pension plans, employee benefits 16a Legal fees STMT 3 7 , 318. 7 , 318. 0. b Accounting fees STMT 4 CL 12 , 320. 12 , 320. 0. w c Other professional fees > 17 Interest 18 Taxes STMT 5 5 , 000. 0. 0. 19 Depreciation and depletion E 20 Occupancy < 21 Travel, conferences, and meetings C 22 Printing and publications 0 23 Other expenses STMT 6 8 , 976. 7 , 303. 1 4 7 3. 24 Total operating and administrative C, expenses . Add lines 13 through 23 33 , 614. 26 , 941. 1 4 7 3. 0 25 Contributions, gifts, grants paid 1 , 913 , 313. 1 913 313 . 26 Total expenses and disbursements. Add lines 24 and 25 1 , 946 , 927. 26 , 941. 1 , 914 , 786. 27 Subtract line 26 from line 12:

a Excess of revenue over expenses and disbursements -1 , 502 , 447. b Net investment income (if negative, enter -0-) 0 c Adjusted net income (if negative, enter -0-) N / A -oul 11-24.14 LHA For Paperwork Reduction Act Notice, see instructions . Form 990-PF (2014) 1 (2 13421105 742308 53 2014.04030 BERMAN CHARITABLE TRUST 53 1 Form 990-PF (2014) RR.RMAN CHAR TTART.F TRTTGT QA-2QAn7-1 asna9 ^chedschedulesandamountsinthedescnphon Beginning of year End of year Part II Balance Sheets A column should be for end -o f-year amounts only (a) Book Value (b) Book Value (c) Fair Market Value 1 Cash - non-Interest-bearing 809 , 258. 246 , 743. 246 , 743. 2 Savings and temporary cash investments 1 , 511 , 816. 1 , 575 , 484. 1 , 575 , 484. 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 Other 7 notes and loans receivable ► Less: allowance for doubtful accounts ► 8 Inventories for sale or use 9 Prepaid expenses and deferred charges a 10a Investments - U.S. and state government obligations STMT 8 906 , 063. 807 , 140. 919 131. b Investments - corporate stock STMT 9 1 , 899 , 442. 1 , 897 , 852. 2 , 983 , 450. c Investments - corporate bonds

11 Investments - land,buddings , and equipment basis ►

Less accumulated depreciation ► 12 Investments - mortgage loans 13 Investments - other STMT 10 5 , 363 , 600. 4 , 243 , 992. 4 , 201 , 636. 14 Land, buildings, and equipment: basis ► Less accumulated depreciation ► 15 Other assets (describe ► 16 Total assets (to be completed by all filers - see the instructions. Also see a e 1 Item I 10 , 490 , 179. 8 , 771 , 211. 9 , 926 , 444. 17 Accounts payable and accrued expenses 5 , 342. 8 , 665. 18 Grants payable co 19 Deferred revenue •'= 20 Loans from officers , directors, trustees, and other disqualified persons 20 21 Mortgages and other notes payable J 22 Other liabilities (describe ► STATEMENT 11 ) 0. 633 , 318.

23 Total liabilities add lines 17 throw h 22 ) 5 , 342. 641 , 983. Foundations that follow SFAS 117, check here ► 0 and complete lines 24 through 26 and lines 30 and 31. 01 24 Unrestricted 0 25 Temporarily restricted co 26 Permanently restricted r_ Foundations that do not follow SFAS 117, check here Do, 'L and complete lines 27 through 31. y 27 Capital stock, trust principal, or current funds 0. 0. y 28 Paid -in or capital surplus, or land, bldg., and equipment fund 0. 0. a 29 Retained earnings, accumulated income, endowment, or other funds 10 , 484 , 837. 8, 129, 228. Z 30 Total net assets or fund balances 10 , 484 , 837. 8 129 , 228.

31 Total liabilities and net assets/fund balances 10 , 490 17 9 . 8 , 771 , 211. Part III 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) 484.837. 2 Enter amount from Part 1, line 27a 3 Other increases not included in line 2 (itemize) ► 4 Add lines 1, 2, and 3 5 Decreases not included in line 2 (itemize) ► SEE STATEMENT 7 30 Form 990-PF (2014) 423511 11-24-14 2 X13421105 742308 53 2014.04030 BERMAN CHARITABLE TRUST 53 1 Form 990-PF (2014) BERMAN CHARITABLE TRUST 94-2940733 Page 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., yr.) 2-story brick warehouse; or common stock, 200 shs. MLC Co.) D Donation day, (mo., day, yr.) la RANCHO RDV AGY BE P 08 / 25 / 11 08 / 14 / 14 b W CAPITAL & BANYAN MGMT SERV P VARIOUS 06 / 06 / 14 c W CAPITAL & BANYAN MGMT SERV P VARIOUS 06 / 06 14 d PRUDENT CAPITAL II LP P VARIOUS 12 1 / 14 e CAPITAL GAINS DIVIDENDS (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 100 000. 100 000. 0. b 76. 76. c 75. 75. d 230. 230. e 3 , 428. 1 3 , 428. Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (I) Gains (Col. (h) gain minus (j) Adjusted basis (k) Excess of col. (i) col. (k), but not less than -0-) or of 12/31/69 Losses (from col. (h)) (i) F.M.V. as as of 12/31/69 over col. (j), if any a 0. b 76. c 75. d 230. e 3 , 428. 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 3 , 809. 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 Part V 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 period? 0 Yes ® No If 'Yes," the foundation does not quality under section 4940(e). Do not complete this part 1 Enter the appropriate amount in each column for each year; see the instructions before making any entries.

Base periiod years Distributdion ratio Calendar year or tax year beginnin g in Adjusted qualig(bn distributions Net value of noncha)ntable use assets (col. (b) divided by col. (c)) 2013 1 , 251 , 734. 13 658 426. .091646 2012 1 , 018 , 400. 15 013 155. .067834 2011 459 510. 14 761 166. .031130 2010 3 , 148 , 343 . 16 593 045. .189739 2009 2 , 310 , 452. 1 6 , 860 , 622. .336770

2 Total of line 1, column (d) 2 .717119 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 . 143424

4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5 4 12 , 960 , 098.

5 Multiply line 4 by line 3 5 1 , 858 , 789.

6 Enter 1% of net investment income (1% of Part I, line 27b) 6 0.

7 Add lines 5and6 7 1 , 858 , 789.

8 Enter qualifying distributions from Part XII, line 4 8 1 , 914 , 786. 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.

423521 11-24-14 Form 990-PF (2014) 3 ,13421105 742308 53 2014.04030 BERMAN CHARITABLE TRUST 53 1 rutlii uau-rr Lu l4 Mrjtjy jU,4 l.IltixCl l-ttDLZ 1'ZCU.7'1" 7 %- L 7 %u 1.3a ra g e 4 Part VI Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948 - see instructions) Exempt 1a operating foundations described in section 4940(d)(2), check here ► L-_j and enter "N/A' on line 1. Date of ruling or determination letter: ( attach copy of letter if necessary-see instructions) Domestic b foundations that meet the section 4940(e) requirements in Part V, check here ► ® and enter 1% 0. 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-) 3 Add lines 1 and 2 1 3 1 0. 4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 5 Tax based on investment income . Subtract line 4 from line 3. If zero or less, enter -0- 1 5 1 0. 6 Credits/Payments: a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 7 , 800 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 8 Enter any penalty for underpayment of estimated tax. Check here = if Form 2220 is attached 9 Tax due . If the total of lines 5 and 8 is more than line 7, enter amount owed ► 10 Overpayment . If line 7 is more than the total of lines 5 and 8, enter the amount overpaid ► Part VII-A 1a During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in No any political campaign2 b Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see instructions for the definition)? lb If the answer is "Yes" to la or 1b, attach a detailed description of the activities and copies of any matenals published or distributed by the foundation in connection with the activities. c Did the foundation file Form 1 120-POL for this year? d Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year: (1) On the foundation. ► $ 0. (2) On foundation managers. ► $ 0. 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? 21 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 4a Did the foundation have unrelated business gross income of $1,000 or more during the year9 14a I X b If "Yes; has it filed a tax return on Form 990-T for this year? N/A 5 Was there a liquidation, termination, dissolution, or substantial contraction during the year? 151 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 instrument? 7 Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part ll, col. (c), and Part XV

8a Enter the states to which the foundation reports or with which it is registered (see instructions) ►

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 9 Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j )(5) for calendar year 2014 or the taxable year beginning in 2014 (see instructions for Part XIV)? If 'Yes,' complete Part XIV

0 Did any persons become substantial contributors dunna the tax year' if "Yes ." attach a schedule hstina their names and addresses Form 990-PF (2014)

423531 11-24-14 4 421105 742308 53 2014.04030 BERMAN CHARITABLE TRUST 53 1 oov -i i cv i f D^Ltl•J.C>,LY ^.11L^i\1 1 L'J,DLD .L i. 7'2 - G 7 ^4 V / J J ra ge o Part VII-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)? If'Yes," attach schedule (see instructions) 11 X 12 Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had advisory pnvileges2 If 'Yes, attach statement (see instructions) 12 X 13 Did the foundation comply with the public inspection requirements for its annual returns and exemption application' L 13 1 X Website address ► N/A The 14 books are in care of ► DENNIS BERMAN Telephone no. ► 3 01- 816 -15 5 5 Located at ► 5 410 EDSON LANE #220 , ROCKVILLE, MD ZIP+4 ►2 0 8 5 2 Section 4947 (a)(1) 15 nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 - Check here ► 0 and enter the amount of tax-exempt interest received or accrued during the year ► 15 N / A 16 At any time during calendar year 2014, did the foundation have an interest in or a signature or other authority over a bank, YeS No securities, or other financial account in a foreign country? 16 X See the instructions for exceptions and filing requirements for FinCEN Form 114, (formerly TD F 90-22.1). If 'Yes; enter the name of the foreig n country Part VII-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. Yes No la 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? Yes ® No (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person? Yes ® No (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? Yes ® No (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? Yes ® 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 ® 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. ) Yes ® No b If any answer is 'Yes' to lla( 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 instructions)? N/A Organizations relying on a current notice regarding disaster assistance check here ► 0 c Did the foundation engage in a prior year in any of the acts described in la, other than excepted acts, that were not corrected before the first day of the tax year beginning in 20149 1c X 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( I)(5)): a At the end of tax year 2014, did the foundation have any undistributed income (lines 6d and 6e, Part XIII ) for tax year ( s) beginning before 2014? Yes ® 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? ® Yes 1 No b If 'Yes; did it have excess business holdings in 2014 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 period? (Use Schedule C, Form 4720, to determine if the foundation had excess business holdings in 2014.) X 4a Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes? b Did the foundation make any investment in a prior year (but after December 31, 1969 ) that could jeopardize its charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 20149 Form 990-PF (2014)

423541 11-24-14 5 13421105 742308 53 2014.04030 BERMAN CHARITABLE TRUST 53 1 Part VII -B 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))? 0 Yes ® No (2) Influence the outcome of any specific public election ( see section 4955 ); or to carry on, directly or indirectly, any voter registration drive? 0 Yes No (3) Provide a grant to an individual for travel, study, or other similar purposes? 0 Yes ® No (4) Provide a grant to an organization other than a charitable , etc., organization described in section 4945 (d)(4)(A)? (see instructions ) 0 Yes ® No (5) Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals? LI Yes ® 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 ► 0 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's N/A 0 Yes 0 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 contract? 0 Yes ® No b Did the foundation , during the year, pay premiums, directly or indirectly, on a personal benefit contract? 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? LI Yes ® No b If 'Yes' did the foundation receive any proceeds or have any net income attributable to the transaction? N /A 7b Part VIII 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 average (c) Compensation ( dlContribubonsto (e) Expense empoyeebeerre plans (a) Name and address hours per week devoted (If not p aid , account, other to position enter -0 -) ompensaeon allowances DENNIS BERMAN TRUSTEE 5410 EDSON LANE , SUITE 220 ROCKVILLE , MD 20852 2.00 0. 0. 0. VICKI BERMAN TRUSTEE 6319 TILDEN LANE ROCKVILLE , MD 20852 2.00 0. 0. 0. ELYSE VINITSKY TRUSTEE 4801 HAMPDEN LANE #501 BETHESDA , MD 20814 2.00 0. 0. 0. STEPHEN L. BERMAN TRUSTEE 1735 GILLESPIE STREET SANTA BARBARA , CA 93101 2.00 0. 0. 0. 9 Cmmnensatinn of five hiahest-naid emnlovees (other than those included on line 11. If nnne enter "NONE)" (b) Title, and average (d) Contributions to (e) Expense emp and deterredpla ns a Name and address of each employee paid more than $50,000 hours per week (c) Compensation account, other ( ) devoted to position compensation allowances NONE

employees paid over $50,000 Total number of other ► I 0 Form 990-PF (2014)

423551 11-24-14 6 13421105 742308 53 2014.04030 BERMAN CHARITABLE TRUST 53 1 Form 990-PF 2014 BERMAN CHARITABLE TRUST 94-2940733 Pa e 7 Part VIII Information About Officers, Directors, Trustees , Foundation Managers, Highly Paid Employees, and Contractors (continued) 3 Five highest-paid independent contractors for profess ional services. If none, enter "NONE." (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation NONE

number others Total of receivin g over $50 ,000 for professional services ► 0 Part IX-A 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 number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses 1 N / A

2

3

4

Part IX-B Summa ry 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 (2014)

423581 11-24-14 7 13421105 742308 53 2014.04030 BERMAN CHARITABLE TRUST 53 1 Form990-PF 2014 BERMAN CHARITABLE TRUST 94-2940733 Page8 Part X 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 la 3 , 827 , 516. b Average of monthly cash balances lb 2 , 103 , 033 . c Fair market value of all other assets 1 c 7 226 911. d Total (add lines la, b, and c) 1d 13 157 49n . 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 1d 3 13 , 157 , 460 . 4 Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see instructions) 4 197 , 362 . 5 Net value of noncharitable - use assets . Subtract line 4 from line 3. Enter here and on Part V, line 4 5 12 , 960 , 098 . 6 Minimum investment return . Enter 5% of line 5 6 648 , 005 . Part XI Distributable Amount (see instructions) (Section 4942(j)(3) and (t)(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 6 2a Tax on investment income for 2014 from Part VI, line 5 b Income tax for 2014. (This does not include the tax from Part VI.) c Add lines 2a and 2b 3 Distributable amount before adjustments. Subtract line 2c from line 1 1 3 1 648.005. 4 Recoveries of amounts treated as qualifying distributions 5 Add lines 3 and 4 1 5 1 648,005. 6 Deduction from distributable amount (see instructions)

I ' °' ` ""' I 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 la 1 , 914 , 786. 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 1 , 914 , 786. 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 1 , 914 , 786. 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 (2014)

423571 11-24-14 8 13421105 742308 53 2014.04030 BERMAN CHARITABLE TRUST 53 1 Form 990-PF (2014) BERMAN CHARITABLE TRUST 94-2940733 Pa4e 9 Part XIII Undistributed Income (see instructions)

(a) (b) (c) (d) Corpus Years prior to 2013 2013 2014 1 Distributable amount for 2014 from Part XI, line? 648 005. 2 Undistributed income, if any, as of the end of 2014 a Enter amount for 2013 only 0 b Total for prior years: 0. 3 Excess distributions ca rryover, if any, to 2014: aFrom2009 1 , 357 , 275. bFrom 2010 2 , 325 , 463. cFrom 2011 423 705. dFrom 2012 270 196. e From 2013 568 , 813. f Total of lines 3a throug h e 4 , 945 , 452. 4 Qualifying distributions for 2014 from Part Xl 1, line 4: ► $ 1 , 914 , 786. a Applied to 2013, but not more than line 2a 0 b Applied 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 2014 distributable amount 648 , 005. e Remaining amount distributed out of corpus 1 , 266 , 781.

5 Excess distributions carryover applied to 2014 0. 0. (if 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 tines 3f, 4c, and 4e Subtract line 5 6 , 212 , 233. 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 2013. Subtract line 4a from line 2a. Taxable amount - see instr. 0 f Undistributed income for 2014. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2015 0 7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (Election may be required - see instructions) 0 8 Excess distributions carryover from 2009 not applied on line 5 or line 7 1 , 357 , 275. 9 Excess distributions carryover to 2015. Subtract lines 7 and 8 from line 6a 4 , 854 , 958. 10 Analysis of line 9: a Excess from 2010 2 , 325 , 463. b Excess from 2011 423 , 705. c Excess from 2012 270 , 196. d Excess from 2013 568 , 813. e Excess from 2014 1,266,781. 423581 11-24-14 Form 990-PF (2014) 9 13421105 742308 53 2014.04030 BERMAN CHARITABLE TRUST 53 1 Form 990-PF (2014 94-2940733 Page10 (see instructions and Part VII-A, question 9) 1A 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 2014, enter the date of the ruling Do. b Check box to indicate whether the foundation is a p rivate operatin g foundation described 3 or 0 49420)(5) 2 a Enter the lesser of the adjusted net Tax year Prior 3 income from Part I or the minimum (a) 2014 (b) 2013 (d) 2011 (e) Total investment return from Part X for each year listed b 85% of line 2a c Qualifying distributions from Part XI I, 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

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 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

2 Information Regarding Contribution , Grant, Gift, Loan , Scholarship, etc., Programs: Check here ► ® if the foundation only makes contributions to preselected charitable 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 or e-mail address 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:

423801 11-24-14 Form 990-PF (2014) 10 13421105 742308 53 2014.04030 BERMAN CHARITABLE TRUST 53 1 3 Gra nts and Contributions Paid Durina the Year or Aooroved for Future Payment Recipient If recipient is an individual, show any relationship to Foundation Purpose of grant or contribution Amount Name and address (home or business) any foundation manager status of or substantial contributor recipient a Paid during the year

ACH TOV V'CHESED ONE OTHER PUBLIC CHARITABLE 1416 56TH ST CHARITY BROOKLYN NY 11219 120 ,

AFULA EDUCATION CENTER ONE OTHER PUBLIC CHARITABLE 1274 49TH ST, PMB 534 CHARITY BROOKLYN , NY 11219 450 ,

AGUDA OF GREENSPRING ONE OTHER PUBLIC CHARITABLE 6206 LINCOLN AVE CHARITY BALTIMORE , MD 21209 480 ,

AGUDAS TOV V'CHESED ONE OTHER PUBLIC CHARITABLE 46 MAIN ST #379 CHARITY MONSEY NY 10952 180 ,

AGUDAT CHASDEI MALKA ONE OTHER PUBLIC CHARITABLE 1158 45TH ST CHARITY BROOK YN NY 112 1 9 500 , Total SEE CONTINUATION SHEET S ► 3a 1 913 313 , b Approved for future payment

NONE

Total ► 3b 1 0. Form 990-PF (2014) 423811 11-24-14 11 13421105 742308 53 2014.04030 BERMAN CHARITABLE TRUST 53 1 Form 990-PF (2014) BERMAN CHARITABLE TRUST 94-2940733 Page 12 Part XVI-A Analysis of Income-Producing Activities

Enter) cross amounts unless otherwise indicated . Unrelate d business income Exclu ded b y section 512, 513 , or 514 (e ) (a) (b) Ec^^„_ (d) Related or exempt Business son 1 Pro ram service revenue: code Amount code Amount function income a b e d e f 9 Fees and contracts from government agencies 2 Membershlp dues and assessments 3 IntBrest on savings and temporary cash myestments 4 Dividends and interest from securities 14 291 , 213. 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 0th er investment income 14 -508 , 471. 8 Gal n or (loss) from sales of assets other than inventory 18 3 , 809 . 9 Net Income or (loss) from special events 10 Gross profit or (loss) from sales of inventory 11 0th er revenue: a b c d e 12 Su btotal. Add columns (b), (d), and (e) 0. 1 -213 , 449. 0. 13 Total. Add line 12, columns (b), (d), and (e) 13 -213,449. (See worksheet in line 13 instructions to verify calculations.) Part XVI-B Relationship of Activities to the Accomplishment of Exempt Purposes

423621 11-24 -14 Form 990-PF (2014) 12 13421105 742308 53 2014.04030 BERMAN CHARITABLE TRUST 53 1 Form 990-PF ( 2014 ) BERMAN CHARITABLE TRUST 94-2940733 Page 13 Part XVII Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations 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 la ( 2) X b Other transactions: (1) Sales of assets to a noncharitable exempt organization lb ( l ) X (2) Purchases of assets from a noncharitable exempt organization lb ( 2 )1 X (3) Rental of facilities, equipment, or other assets lb ( 3 )1 X (4) Reimbursement arrangements lb ( 4 ) X (5) Loans or loan guarantees lb (5 ) X (6) Performance of services or membership or fundraising solicitations lb ( 6 ) X Sharing of facilities, equipment, mailing lists, other assets, or paid employees 1c X 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. If the foundation received less than fair market value in any transaction or sharing arrangement, show in

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 527? Yes ® No b If 'Yes,* complete the following schedule. (a) Name of organization (b) Type of organization (c) Description of relationship N / A

Under penalties of penury, I that I xamined this return , including accompanying schedules and statements , and to the best of my knowledge prepar May the IRS d iscuss this and belief, it is true, corn d mple OV"D l aration of er (other than taxpayer) is b o all information of which preparer has any knowledge Sign return with the preparer Here

Signature of offic r or tr stee Date

Pnnt/Type preparer's name Preparers signature

Paid LARRY P BORMEL CP f

13421105 BERMAN CHARITABLE TRUST 94-2940733 Part XV Supplementary Information 3 Grants and Contributions Paid During the Year (Continuation) Recipient If recipient is an individual, show any relationship to Foundation Purpose of grant or Amount Name and address (home or business) any foundation manager status of contribution or substantial contributor recipient

AGUDATH OF BALTIMORE ONE OTHER PUBLIC CHARITABLE 3708 MENLO DR CHARITY BALTIMORE MD 21215 21 760 ,

AGUDATH ISRAEL ONE OTHER PUBLIC CHARITABLE 6909 DORSET PL CHARITY BALTIMORE MD 21215 2 320 ,

AGUDATH YISRAEL ONE OTHER PUBLIC CHARITABLE RECHOV PANIM MEIRIM 30/2 CHARITY BEITAR ELITE ISRAEL 90500 120 ,

AHAVAS CHAIN ONE OTHER PUBLIC CHARITABLE 3833 MENLO DR CHARITY BALTIMORE MD 21215 1 000 ,

AHAVAS CHESSED ONE OTHER PUBLIC CHARITABLE 1685 E 5TH ST #1J CHARITY BROOKLYN NY 11230 120 ,

AHAVAS TORAH ONE OTHER PUBLIC CHARITABLE 411 CROSSING DRIVE CHARITY BALTIMORE MD 21208 360 ,

AHAVAT ISRAEL ONE OTHER PUBLIC CHARITABLE 38 JACARUSO DR CHARITY SPRING VALLEY NY 10977 120 ,

AHAVAT MOSHE ONE OTHER PUBLIC CHARITABLE 146 COLES WAY CHARITY LAKEWOOD NJ 08701 480 ,

AHAVAT YERUSHALAYIM ONE OTHER PUBLIC CHARITABLE RECHOV CHESED L'AVRAHAM 10 CHARITY ISRAEL 240 ,

AHAVATH TORAH ONE OTHER PUBLIC HARITABLE 6/1 LUBAVITCH ST CHARITY BEITAR ELITE ISRAEL 240 , Total from continuation sheets 1 911 583 ,

423831 05-01-14 14 13421105 742308 53 2014.04030 BERMAN CHARITABLE TRUST 53 BERMAN CHARITABLE TRUST 94-2940733 Part XV Su pplementary Information 3 Grants and Contributions Paid During the Year (Continuation) 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

AISH DC ONE THER PUBLIC CHARITABLE 11418 OLD GEORGETOWN ROAD CHARITY NORTH BETHESDA MD 20852 5 , 000 ,

AISH HATORAH KIEV ONE THER PUBLIC CHARITABLE 1212 LINCOLN PL #3B CHARITY BROOKLYN NY 11213 300 ,

AISH HATORAH OF GREATER WASHINGTON ONE THER PUBLIC CHARITABLE 11418 OLD GEORGETOWN ROAD CHARITY NORTH BETHESDA MD 20852 12 500 ,

AISH INTERNATIONAL ONE THER PUBLIC CHARITABLE 505 8TH AVENUE, SUITE 601 CHARITY NEW YORK NY 10018 160 000 ,

AISH LOS ANGELES ONE THER PUBLIC CHARITABLE 1417 SOUTH DOHENY DRIVE CHARITY LOS ANGELES CA 90035 6 000 ,

AISH SEMINARS INC ONE THER PUBLIC CHARITABLE 6012 ROSALIND DR RARITY ROCKVILLE , MD 20852 1 , 500 ,

AISH.COM ONE THER PUBLIC CHARITABLE 408 SOUTH LAKE DRIVE CHARITY LAKEWOOD NJ 08701 5 000 ,

AJOP - ASSOCIATION FOR JEWISH ONE THER PUBLIC CHARITABLE OUTREACH PROGRAMS CHARITY 5906 PARK HEIGHTS AVE #10 BALTIMORE MD 21215 1 800 ,

ALEF BET MONTESSORI ONE THER PUBLIC CHARITABLE 5701 GROSVENOR LN CHARITY BETHESDA MD 20814 2 250 ,

ALEPH SOCIETY ONE THER PUBLIC CHARITABLE 25 W 45TH ST CHARITY NEW YORK NY 10036 2 500 , Total from continuation sheets

423631 05-01-14 15 13421105 742308 53 2014.04030 BERMAN CHARITABLE TRUST 53 1 BERMAN CHARITABLE TRUST 94-2940733 Part XV Supplementary Information 3 Grants and Contributions Paid During the Year (Continuation) 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

ALLEGHENY MOUNTAIN INSTITUTE ONE OTHER PUBLIC CHARITABLE PO BOX 542 CHARITY STAUNTON VA 24402 20 000 ,

ALUMNI OF RC OF KI OF SLABODKA ONE OTHER PUBLIC CHARITABLE 169 PARKVILLE AVE CHARITY BROOKLYN NY 11230 1 000 ,

ALZHEIMER'S ASSOCIATION ONE OTHER PUBLIC CHARITABLE 225 N MICHIGAN AVE, FL 17 CHARITY CHICAGO , IL 60601 5 000 ,

AMERICAN FRIENDS OF ALYN HOSPITAL ONE OTHER PUBLIC CHARITABLE 51 E 42ND ST #308 CHARITY NEW YORK NY 10017 5 000

AMERICAN FRIENDS OF AM YISRAEL ECHAD ONE OTHER PUBLIC CHARITABLE PO BOX 644 CHARITY NEW YORK NY 10150 1 000 ,

AMERICAN FRIENDS OF BEER CHAIM ONE OTHER PUBLIC CHARITABLE YITZCHAK CHARITY 1274 49TH ST, PMB 540 BROOKLYN NY 11219 240 ,

AMERICAN FRIENDS OF BET-EL ONE OTHER PUBLIC CHARITABLE 44 PALM DR CHARITY DOWNSVIEW ONTARIO CANADA M3H 2B6 1 , 500 ,

AMERICAN FRIENDS OF BIRCHAS MORDECHAI ONE OTHER PUBLIC CHARITABLE 15 HERSCHEL TERRACE CHARITY MONSEY NY 10952 600 ,

AMERICAN FRIENDS OF CHILDRENS' TOWN ONE OTHER PUBLIC CHARITABLE POB 5135 CHARITY JERUSALEM ISRAEL 91051 1 100 ,

AMERICAN FRIENDS OF DARCHE NOAM ONE OTHER PUBLIC CHARITABLE 226 SMITH ST CHARITY WOODMERE NY 11598 1 250 , Total from continuation sheets

423631 05-01-14 16 13421105 742308 53 2014.04030 BERMAN CHARITABLE TRUST 53 BERMAN CHARITABLE TRUST 94-2940733 Part XV Supplementary Information 3 Grants and Contributions Paid During the Year (Continuation) Recipient If recipient is an individual, show any relationship to Foundation Purpose of grant or contribution Amount Name and address (home or business) any foundation manager status of or substantial contributor recipient

AMERICAN FRIENDS OF DVAR SHALOM ONE OTHER PUBLIC HARITABLE 1878 55TH ST CHARITY BROOKLYN NY 11204 450 ,

AMERICAN FRIENDS OF CRIB 14ONE OTHER PUBLIC CHARITABLE 333 W 86TH ST #1003 CHARITY NEW YORK NY 10024 2 000 ,

AMERICAN FRIENDS OF EMEK BRACHA ONE OTHER PUBLIC CHARITABLE 204 BEACH 9TH ST CHARITY FAR ROCKAWAY NY 11691 360 ,

AMERICAN FRIENDS OF EYAHT FUND ONE OTHER PUBLIC CHARITABLE 15840 MONTE STREET #108 CHARITY SYLMAR CA 91342 1 000

AMERICAN FRIENDS OF HATZOLAH DAROM ONE OTHER PUBLIC CHARITABLE 1271 45TH ST CHARITY BROOKLYN NY 11219 2 500 ,

AMERICAN FRIENDS OF HERITAGE HOUSE ONE OTHER PUBLIC CHARITABLE 14 UXBRIDGE ST CHARITY STATEN ISLAND NY 10314 1 500 ,

AMERICAN FRIENDS OF KOIDENOV ONE OTHER PUBLIC CHARITABLE 6012 WALLIS AVENUE CHARITY BALTIMORE MD 21215 750 ,

AMERICAN FRIENDS OF TORAS ONE OTHER PUBLIC CHARITABLE ZERAIM CHARITY 960 46TH ST BROOKLYN , NY 11219 500 ,

AMERICAN FRIENDS OF LEKET ISRAEL ONE OTHER PUBLIC CHARITABLE PO BOX 2090 CHARITY TEANECK NJ 07666 2 000 ,

AMERICAN FRIENDS OF LUBAVITCH ONE OTHER PUBLIC HARITABLE 2110 LEROY PLACE NW CHARITY WASHINGTON DC 20008 4 200 , Total from continuation sheets

423631 05-01-14 17 13421105 742308 53 2014.04030 BERMAN CHARITABLE TRUST 53 BERMAN CHARITABLE TRUST 94-2940733 Part XV Supplementary Information 3 Grants and Contributions Paid During the Year (Continuation) Recipient If recipient is an individual, show any relationship to Foundation Purpose of grant or Amount Name and address (home or business) any foundation manager status of contribution or substantial contributor recipient

AMERICAN FRIENDS OF MAGEN DAVID ADOM ONE THER PUBLIC CHARITABLE 352 SEVENTH AVENUE #400 CHARITY NEW YORK NY 10001 3 500 ,

AMERICAN FRIENDS OF MERCAZ HARAV ONE THER PUBLIC CHARITABLE 870 E 27TH ST CHARITY BROOKLYN NY 11210 5 000 ,

AMERICAN FRIENDS OF MICHKANE MEIR 14ONE THER PUBLIC CHARITABLE 86 OCEANSIDE AVE CHARITY STATEN ISLAND NY 10305 960 ,

AMERICAN FRIENDS OF MIFAL CHESED ONE THER PUBLIC CHARITABLE 5014 16TH AVE #220 CHARITY BROOKLYN NY 11204 425 ,

AMERICAN FRIENDS OF MIGDAL TORAH ONE THER PUBLIC CHARITABLE 1191 E 18TH ST CHARITY BROOKLYN NY 11230 8 000 ,

AMERICAN FRIENDS OF NEFESH RACHAIM ONE THER PUBLIC CHARITABLE 10 MEADOW LN CHARITY MONSEY NY 10952 1 100 ,

AMERICAN FRIENDS OF NETIVOT HORAAH ONE THER PUBLIC CHARITABLE 5014 16TH AVE #500 CHARITY BROOKLYN NY 11204 240 ,

AMERICAN FRIENDS OF NEVER ZION ONE THER PUBLIC CHARITABLE 623 BEACH 8TH ST CHARITY FAR ROCKAWAY NY 11691 2 500 ,

AMERICAN FRIENDS OF OHEL SHIMON ONE THER PUBLIC CHARITABLE 1425 EAST 15TH ST CHARITY BROOKLYN NY 11230 360 ,

AMERICAN FRIENDS OF ONE THER PUBLIC CHARITABLE CHARITIES CHARITY 30 BAY ST STATEN ISLAND NY 10301 480 , Total from continuation sheets

423631 05-01-14 18 13421105 742308 53 2014.04030 BERMAN CHARITABLE TRUST 53 1 BERMAN CHARITABLE TRUST 94-2940733 Part XV Supplementary Information 3 Grants and Contributions Paid During the Year (Continuation) 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

AMERICAN FRIENDS OF OLD CITY CHEDER ONE OTHER PUBLIC CHARITABLE IN JERUSALEM CHARITY PO BOX 3308 ALLENTOWN PA 18106 1 000 ,

AMERICAN FRIENDS OF SHALVA ONE OTHER PUBLIC CHARITABLE 315 FIFTH AVENUE, 6TH FLOOR CHARITY NEW YORK NY 10016 5 000 ,

AMERICAN FRIENDS OF TAF LATAF ONE OTHER PUBLIC CHARITABLE 1274 49TH ST #17 CHARITY BROOKLYN NY 11219 360 ,

AMERICAN FRIENDS OF TORAS CHACHOM ONE OTHER PUBLIC CHARITABLE 1419 47TH ST CHARITY BROOKLYN NY 11219 450 ,

AMERICAN FRIENDS OF TZIR HEMED ONE OTHER PUBLIC CHARITABLE PO BOX 514 CHARITY WEST HEMPSTEAD NY 11552 360 ,

AMERICAN FRIENDS OF KESSER ONE OTHER PUBLIC CHARITABLE CHAIM CHARITY 149-75 79TH AVE KEW GARDENS HILLS NY 11367 360 ,

AMERICAN FRIENDS OF YESHIVAT KEREM ONE OTHER PUBLIC CHARITABLE B'YAVNEH CHARITY 1418 AVENUE N #1 BROOKLYN NY 11230 5 000 ,

AMERICAN FRIENDS OF ZICHRON ELIYAHU ONE OTHER PUBLIC CHARITABLE 1919 HOMECREST CHARITY BROOKLYN NY 11229 900 ,

AMUTAT BEIT HAKNESSET B'NAVEH ONE THER PUBLIC CHARITABLE POB 11 RARITY HANAGEV ISRAEL 500 ,

ANEINU WIDOWS AND ORPHANS FUND ONE OTHER PUBLIC HARITABLE 637 6TH ST CHARITY LAKEWOOD NJ 08701 100 , Total from continuation sheets

423031 05-01-14 19 13421105 742308 53 2014.04030 BERMAN CHARITABLE TRUST 53 1 BERMAN CHARITABLE TRUST 94-2940733 Part XV Supplementary Information 3 Grants and Contributions Paid During the Year (Continuation) 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

ANSHE MA.AMED FOUNDATION ONE OTHER PUBLIC CHARITABLE 1271 45TH ST CHARITY BROOKLYN NY 11219 360 ,

ANSHEI MAAMED ONE OTHER PUBLIC CHARITABLE 20 REGINA RD CHARITY MONSEY NY 10952 500 ,

ANTI-DEFAMATION LEAGUE ONE OTHER PUBLIC CHARITABLE 605 THIRD AVE CHARITY NEW YORK NY 10158 20 000 ,

AOPA AIR SAFETY FOUNDATION ONE OTHER PUBLIC CHARITABLE 421 AVIATION WAY CHARITY FREDERICK MD 21701 100 ,

ASIRT ONE OTHER PUBLIC CHARITABLE 12320 PARKLAWN DR CHARITY ROCKVILLE , MD 20852 500 ,

ATERES SHALOM ONE OTHER PUBLIC CHARITABLE 1375 CONEY ISLAND AVE, PMB 219 CHARITY BROOKLYN NY 11230 360 ,

ATERES YISRAEL ONE OTHER PUBLIC CHARITABLE PO BOX 23907, RAMOT I CHARITY JERUSALEM ISRAEL 91239 120 ,

ATERET SHALOM ONE OTHER PUBLIC CHARITABLE 1589 OCEAN AVE #3N CHARITY BROOKLYN NY 11230 240 ,

ATO IMADI ONE OTHER PUBLIC CHARITABLE 4904 11TH AVE CHARITY BROOKLYN NY 11219 500 ,

BAIS CHAYA ESTHER ONE OTHER PUBLIC HABITABLE 1832 E 15TH ST CHARITY BROOKLYN NY 11229 240 , Total from continuation sheets

423631 05-01-14 20 13421105 742308 53 2014.04030 BERMAN CHARITABLE TRUST 53 1 BERMAN CHARITABLE TRUST 94-2940733 Part XV Supplementary Information 3 Grants and Contributions Paid During the Year (Continuation) 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

BAIS CHUNA ONE OTHER PUBLIC HARITABLE 5314 16TH AVE #207 CHARITY BROOKLYN NY 11204 120 ,

BAIS HAMEDRASH AND MESIVTA OF ONE OTHER PUBLIC CHARITABLE BALTIMORE CHARITY 6823 OLD PIMLICO RD BALTIMORE MD 21209 1 200 ,

BAIS MEDRASH ZICHRON MEIR ONE OTHER PUBLIC CHARITABLE 1500 VERMONT AVE CHARITY LAKEWOOD NJ 08701 240 ,

BAIS YAM ONE OTHER PUBLIC CHARITABLE 118 SKILLMAN ST CHARITY BROOKLYN NY 11205 120 ,

BAIS YAAKOV OF WESTERN MONMOUTH ONE OTHER PUBLIC CHARITABLE COUNTY CHARITY 59 BROAD ST FREEHOLD NJ 07728 600 ,

BAIS YAAKOV SCHOOL FOR GIRLS ONE OTHER PUBLIC CHARITABLE 11111 PARK HEIGHTS AVE CHARITY BALTIMORE MD 21117 5 000 ,

BAIT AHARON ONE OTHER PUBLIC CHARITABLE RECHOV OVADYA 16 CHARITY JERUSALEM ISRAEL 120 ,

BATYA ONE OTHER PUBLIC CHARITABLE 138 WILLIAMSBURG LN CHARITY LAKEWOOD NJ 08701 600 ,

BE ER YEHOSHUA ONE OTHER PUBLIC CHARITABLE PO BOX 536 CHARITY BNAI BRAK ISRAEL 720 ,

BEIT AHARON 11ONE OTHER PUBLIC CHARITABLE 1543 41ST ST CHARITY BROOKLYN NY 11218 240 , Total from continuation sheets

423831 05-01-14 21 13421105 742308 53 2014. 04030 BERMAN CHARITABLE TRUST 53 BERMAN CHARITABLE TRUST 94-2940733 Part XV Supplementary Information 3 Grants and Contributions Paid During the Year (Continuation) 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

BEIT HILLEL ONE THER PUBLIC CHARITABLE 630 3RD AVE #1501 CHARITY NEW YORK NY 10017 10 , 000 ,

BET EL YESHIVA CENTER 14ONE THER PUBLIC CHARITABLE BET EL CHARITY D . N MIZRAH BINYAMIN ISRAEL 90628 5 000

BET ELEZRACHI ONE THER PUBLIC CHARITABLE 7 PENN PLAZA CHARITY NEW YORK NY 10001 5 000 ,

BETH JACOB HACHASSIDI ONE THER PUBLIC CHARITABLE 4403 15TH AVE #432 CHARITY BROOKLYN NY 11219 450 ,

BETH JOSHUA CONGREGATION ONE THER PUBLIC CHARITABLE 13300 ARCTIC AVE CHARITY ROCKVILLE MD 20853 60 , 000 ,

BETH SHOLOM CONGREGATION ONE THER PUBLIC CHARITABLE 11825 SEVEN LOCKS ROAD CHARITY POTOMAC MD 20854 8 475

BETH SINAI ONE THER PUBLIC CHARITABLE 13 LAKE STREET CHARITY KAUNEONGA LAKE NY 12749 2 500 ,

BIKUR CHOLIM OF GREATER WASHINGTON ONE THER PUBLIC HABITABLE PO BOX 707 CHARITY SILVER SPRING MD 20918 600 ,

BINYAN YAAKOV ONE THER PUBLIC CHARITABLE 645 BEDFORD AVENUE CHARITY BROOKLYN NY 11211 120 ,

BINYAN YERUSHALAYIM ONE THER PUBLIC HARITABLE 1 LISKA WAY #201 RARITY MONROE NY 10950 240 , Total from continuation sheets

423631 05-01-14 22 13421105 742308 53 2014.04030 BERMAN CHARITABLE TRUST 53 1 BERMAN CHARITABLE TRUST 94-2940733 Part XV Supplementary Information 3 Grants and Contributions Paid During the Year (Continuation) 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

BINYAN YERUSHALYIM ONE THER PUBLIC CHARITABLE 766 KENT AVE #5S CHARITY BROOKLYN NY 11249 240 ,

BLUE RIDGE AREA FOOD BANK ONE THER PUBLIC CHARITABLE PO BOX 937 CHARITY VERONA VA 24482 1 000 ,

BNAI YERUSHALAYIM ONE THER PUBLIC CHARITABLE RECHOV YOM TOV ELGAZI 28, PO BOX 6444 CHARITY JERUSALEM ISRAEL 600 ,

BNOS YISROEL BALTIMORE ONE THER PUBLIC CHARITABLE 6300 PARK HEIGHTS AVE CHARITY BALTIMORE MD 21215 1 700 ,

BONEI OLAM ONE THER PUBLIC CHARITABLE 1755 46TH ST CHARITY BROOKLYN NY 11204 180 ,

BUCHAN ONE THER PUBLIC CHARITABLE 127 FOSTER AVE CHARITY BROOKLYN NY 11230 120 ,

CENTER FOR TORAH V'CHESED ONE THER PUBLIC CHARITABLE 1524 E 22ND ST CHARITY BROOKLYN NY 11210 1 000 ,

CENTRAL COMMITTEE KNESSETH ISRAEL ONE THER PUBLIC CHARITABLE 5014 16TH AVE, PMB 203 CHARITY BROOKLYN NY 11204 240 ,

CENTRAL FUND FOR ISRAEL ONE THER PUBLIC CHARITABLE 980 SIXTH AVE 3RD FL CHARITY NEW YORK NY 10018 6 350

CHABAD BAIS MENACHEM JEWISH CENTER ONE THER PUBLIC CHARITABLE 7403 HOPKINS AVENUE CHARITY COLLEGE PARK MD 20740 7 500 , Total from continuation sheets

423831 05-01-14 23 13421105 742308 53 2014.04030 BERMAN CHARITABLE TRUST 53 BERMAN CHARITABLE TRUST 94-2940733 Part XV Su pplementary Information 3 Grants and Contributions Paid During the Year (Continuation) Recipient If recipient is an individual, show any relationship to Foundation Purpose of grant or contribution Amount Name and address (home or business) any foundation manager status of or substantial contributor recipient

CHABAD LUBAVITCH UPPER MONTGOMERY ONE THER PUBLIC CHARITABLE COUNTY CHARITY 11520 DARNESTOWN RD GAITHERSBURG MD 20878 1 000 ,

CHABAD OF BCC ONE THER PUBLIC CHARITABLE 5713 BRADLEY BLVD CHARITY BETHESDA MD 20814 2 500 ,

CHABAD OF YAVNIEL ONE THER PUBLIC CHARITABLE PO BOX 398 CHARITY YAVNIEL ISRAEL 500 ,

CHABAD ROITMAN CENTER AT CORNELL ONE THER PUBLIC CHARITABLE 102 WILLARD WAY CHARITY ITHACA NY 14850 750 ,

CHABAD SHUL OF POTOMAC ONE THER PUBLIC CHARITABLE 11826 SEVEN LOCKS ROAD CHARITY POTOMAC MD 20854 56 500 ,

CHABAD SHUL ONE THER PUBLIC CHARITABLE 11826 SEVEN LOCKS ROAD CHARITY POTOMAC MD 20854 65 450 ,

CHABAD ONE THER PUBLIC CHARITABLE 11621 SEVEN LOCKS ROAD CHARITY POTOMAC MD 20854 360 ,

CHANANYA BACKER MEMORIAL FUND ONE THER PUBLIC CHARITABLE 3300 OLYMPIA AVE CHARITY BALTIMORE , MD 21215 1 200 ,

CHASDEY MOSHE ONE THER PUBLIC CHARITABLE 1616 AVENUE S CHARITY BROOKLYN NY 11229 240 ,

CHAYEI OLAM ONE THER PUBLIC CHARITABLE 1622 40TH ST CHARITY BROOKLYN NY 11218 480 , Total from continuation sheets

423631 05-01-14 24 13421105 742308 53 2014.04030 BERMAN CHARITABLE TRUST 53 BERMAN CHARITABLE TRUST 94-2940733 Part XV Supplementary Information 3 Grants and Contributions Paid During the Year (Continuation) 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

CHEMDAT MEIR ONE THER PUBLIC CHARITABLE 6800 WESTBROOK RD CHARITY BALTIMORE MD 21215 240 ,

CHESAPEAKE BAY FOUNDATION ONE THER PUBLIC CHARITABLE 6 HERNDON AVE CHARITY ANNAPOLIS MD 21403 250 ,

CHESED SHEL EMES ONE OTHER PUBLIC CHARITABLE 1350 E 5TH ST #5H CHARITY BROOKLYN NY 11230 120 ,

CHILD LIFE SOCIETY ONE THER PUBLIC CHARITABLE 1347 43RD STREET CHARITY BROOKLYN NY 11219 450 ,

CHIZUK HATORAH ONE THER PUBLIC CHARITABLE 4711 12TH AVE #3E CHARITY BROOKLYN NY 11219 120 ,

COLEL CHABAD ONE OTHER PUBLIC CHARITABLE 806 EASTERN PARKWAY CHARITY BROOKLYN NY 11213 15 000

COMMUNITY FOUNDATION OF THE CENTRAL ONE OTHER PUBLIC CHARITABLE BLUE RIDGE CHARITY PO BOX 815 STAUNTON VA 24402 100 000 ,

CONGREGATION AGUDATH ISRAEL OF BORO ONE OTHER PUBLIC CHARITABLE PARK CHARITY 4911 16TH AVE BROOKLYN NY 11204 5 000 ,

CONGREGATION BAIS NAFTALI ONE THER PUBLIC CHARITABLE 258 MOUNTAIN VIEW DRIVE #201 CHARITY MONROE NY 10950 900 ,

CONGREGATION BETH HALEVY ONE OTHER PUBLIC CHARITABLE 1753 46TH ST #6A CHARITY BROOKLYN NY 11204 120 , Total fro m continuation sheets

423831 05-01-14 25 13421105 742308 53 2014. 04030 BERMAN CHARITABLE TRUST 53 1 BERMAN CHARITABLE TRUST 94-2940733 Part XV Supplementary Information 3 Grants and Contributions Paid During the Year (Continuation) 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

CONGREGATION KAHAL YIREI HASHEM ONE THER PUBLIC CHARITABLE PO BOX 190624 CHARITY BROOKLYN NY 11219 360 ,

CONGREGATION KIRUV KROVIM ONE THER PUBLIC CHARITABLE 1317 E 8TH ST CHARITY BROOKLYN NY 11230 180 ,

CONGREGATION KNESSETH ISRAEL ONE THER PUBLIC CHARITABLE 728 EMPIRE BLVD RARITY FAR ROCKAWAY NY 11691 1 000 ,

CONGREGATION MINCHAS YITZCHAK 17ONE THER PUBLIC CHARITABLE 1103 ARCOLA AVE CHARITY SILVER SPRING MD 20902 15 000 ,

CONGREGATION NACHLAS MORDCHE ZVI ONE THER PUBLIC CHARITABLE 10 GWEN LANE CHARITY MONSEY NY 10952 600 ,

CONGREGATION PISCHEI SHEARIM ONE THER PUBLIC CHARITABLE 6 FOX LANE CHARITY SPRING VALLEY NY 10977 850 ,

CONGREGATION PRI HOORETZ ONE THER PUBLIC CHARITABLE 1241 49TH ST CHARITY BROOKLYN NY 11219 240 ,

CONGREGATION RAMAT SHLOMO ONE THER PUBLIC CHARITABLE 9 STRAUSS ST CHARITY JERUSALEM ISRAEL 95142 120 ,

CONGREGATION SAR SHALOM ONE THER PUBLIC CHARITABLE 1357 44TH ST CHARITY BROOKLYN NY 11219 240 ,

CONGREGATION SHAAR HATFILAH ONE THER PUBLIC HARITABLE 133 GERRY ST CHARITY BROOKLYN NY 11206 240 , Total from continuation sheets

423631 05-01-14 26 13421105 742308 53 2014.04030 BERMAN CHARITABLE TRUST 53 BERMAN CHARITABLE TRUST 94-2940733 Part XV Su pplementary Information 3 Grants and Contributions Paid During the Year (Continuation) 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

CONGREGATION SHOMER ISRAEL ONE THER PUBLIC CHARITABLE 21751 W ELEVEN MILE RD #210 CHARITY SOUTHFIELD MI 48076 5 000 ,

CONGREGATION TOLDOS ODOM ONE THER PUBLIC CHARITABLE 339 ROBIN RD CHARITY ENGLEWOOD , NJ 07631 500 ,

CONGREGATION YESHIVA YAD MOISHE ONE THER PUBLIC CHARITABLE 1520 39TH ST #413 CHARITY BROOKLYN NY 11218 90 ,

CONVERSION COURT OF GREATER ONE THER PUBLIC CHARITABLE WASHINGTON CHARITY 3026 0 ST NW WASHINGTON DC 20007 5 200 ,

CORNELL UNIVERSITY JOHNSON SCHOOL ONE THER PUBLIC CHARITABLE 130 E SENECA ST #400 CHARITY ITHACA NY 14850 1 500 ,

DERECH CHOCHMA INC ONE THER PUBLIC CHARITABLE 1035 E 16TH ST CHARITY BROOKLYN NY 11230 1 000 ,

DIASPORA YESHIVA TORAS YISRAEL ONE THER PUBLIC CHARITABLE 79 OAKVILLE ST CHARITY STATEN ISLAND NY 10314 1 180 ,

DIVREI SHMUEL ONE THER PUBLIC CHARITABLE 9 LINDERMAN LN CHARITY MONSEY NY 10952 120 ,

EMET ONE THER PUBLIC CHARITABLE 1050 CONNECTICUT AVE NW 10TH FL CHARITY WASHINGTON DC 20036 5 000 ,

EMUNAT YISRAEL ONE HER PUBLIC CHARITABLE 1477 DAHILL RD CHARITY BROOKLYN NY 11204 120 , Total from continuation sheets

423631 05-01-14 27 13421105 742308 53 2014.04030 BERMAN CHARITABLE TRUST 53 BERMAN CHARITABLE TRUST 94-2940733 Part XV Supplementary Information 3 Grants and Contributions Paid During the Year (Continuation) 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

ENKAT ASIR ONE OTHER PUBLIC CHARITABLE 5105 11TH AVE CHARITY BROOKLYN NY 11219 240 ,

EZER L'ZULAS ONE OTHER PUBLIC CHARITABLE ACHOZA M' 24/3 CHARITY BEITAR ELITE ISRAEL 90500 240 ,

EZRA ACADEMY ONE OTHER PUBLIC CHARITABLE 119-45 UNION TURNPIKE CHARITY FOREST HILLS NY 11375 500 ,

EZRAS YISRAEL ONE OTHER PUBLIC CHARITABLE 687 E 5TH ST CHARITY BROOKLYN NY 11218 120 ,

EZRAS YOSEF ONE OTHER PUBLIC -CHARITABLE RECHOV 12 CHARITY JERUSALEM ISRAEL 180 ,

EZRAT ISRAEL ONE OTHER PUBLIC CHARITABLE 5314 16TH AVE #255 CHARITY BROOKLYN NY 11204 720 ,

EZRAT YISRAEL ONE OTHER PUBLIC CHARITABLE 1031 46TH ST CHARITY BROOKLYN NY 11219 240 ,

FIDF ONE OTHER PUBLIC CHARITABLE 7600 GLACKENS DR CHARITY POTOMAC MD 20854 25 ,

FIRST CONGREGATION ANSHE SFARD OF ONE OTHER PUBLIC CHARITABLE BORO PARK CHARITY 1753 47TH ST #6A BROOKLYN NY 11204 120 ,

FJC ONE OTHER PUBLIC HARITABLE 520 EIGHTH AVE 20TH FL CHARITY NEW YORK NY 10018 5 000 , Total from continuation sheets

423631 05-01-14 28 13421105 742308 53 2014.04030 BERMAN CHARITABLE TRUST 53 1 BERMAN CHARITABLE TRUST 94-2940733 Part RV- I Supplementary Information 3 Grants and Contributions Paid During the Year (Continuation) Recipient If recipient is an individual, show any relationship to Foundation Purpose of grant or Amount Name and address (home or business) any foundation manager status of contribution or substantial contributor recipient

FRIENDS OF EZRAT ACHIM ONE OTHER PUBLIC CHARITABLE 5014 16TH AVE #283 CHARITY BROOKLYN NY 11204 930 ,

FRIENDS OF HADAR ZION ONE OTHER PUBLIC CHARITABLE PO BOX 57 CHARITY JERUSALEM ISRAEL 860 ,

FRIENDS OF HAMAAYAN ONE OTHER PUBLIC CHARITABLE SAREI YISROEL 9 CHARITY JERUSALEM ISRAEL 240 ,

FRIENDS OF LUBAVITCH ONE OTHER PUBLIC CHARITABLE 11621 SEVEN LOCKS ROAD CHARITY POTOMAC MD 20854 25 000 ,

FRIENDS OF OHEL MIRIAM INC ONE OTHER PUBLIC CHARITABLE 1574 45TH ST CHARITY BROOKLYN NY 11219 240 ,

FRIENDS OF TMB ONE OTHER PUBLIC CHARITABLE 1614 52ND ST CHARITY BROOKLYN NY 11204 240 ,

FRIENDSHIP CIRCLE ONE OTHER PUBLIC CHARITABLE 10321 CROWN POINT CT CHARITY POTOMAC MD 20854 7 , 500 ,

GARDENS JEWISH EXPERIENCE ONE OTHER PUBLIC CHARITABLE 180 BENT TREE DRIVE CHARITY PALM BEACH GARDENS FL 33418 1 250 ,

GIRLSTOWN BEIT CHANA ONE OTHER PUBLIC CHARITABLE 1489 PRESIDENT ST CHARITY BROOKLYN NY 11213 450 ,

GOMLEI CHESED ONE OTHER PUBLIC CHARITABLE 77 DECATUR AVE CHARITY SPRING VALLEY NY 10977 120 , Total from continuation sheets

423631 05-01-14 29 13421105 742308 53 2014.04030 BERMAN CHARITABLE TRUST 53 BERMAN CHARITABLE TRUST 94-2940733 Part XV Supplementary Information 3 Grants and Contributions Paid During the Year (Continuation) 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

GREATER WASHINGTON COMMUNITY KOLLEL ONE THER PUBLIC CHARITABLE 10900 LOCKWOOD DRIVE HARITY SILVER SPRING MD 20901 3 500 ,

GUR ARYEH ONE THER PUBLIC CHARITABLE 4202 MANHATTAN AVE CHARITY BROOKLYN NY 11224 120 ,

GW HILLEL ONE THER PUBLIC CHARITABLE 2300 H ST NW CHARITY WASHINGTON DC 20037 1 500 ,

GYE CORPORATION ONE THER PUBLIC CHARITABLE PO BOX 32380 CHARITY PIKESVILLE , MD 21282 1 800 ,

HATZOLAS YISRAEL ONE THER PUBLIC CHARITABLE 4605A FORT HAMILTON PKWY CHARITY BROOKLYN NY 11219 120 ,

HAVERIM L'REFUAH ONE THER PUBLIC CHARITABLE 5014 16TH AVE #210 CHARITY BROOKLYN NY 11204 360 ,

HEICHAL AVRAHAM ONE THER PUBLIC CHARITABLE 1516 46TH ST CHARITY BROOKLYN NY 11219 120 ,

HEIFETZ CENTER ONE THER PUBLIC CHARITABLE PO BOX 2447 CHARITY STAUNTON VA 24401 500 ,

HERITAGE HOUSE ONE THER PUBLIC CHARITABLE 14 UXBRIDGE ST CHARITY STATEN ISLAND NY 10314 1 800 ,

HERITAGE RETREATS ONE THER PUBLIC HABITABLE 48 W PKWY CHARITY CLIFTON NJ 07014 1 300 , Total from continuation sheets

423831 05-01-14 30 13421105 742308 53 2014.04030 BERMAN CHARITABLE TRUST 53 1 BERMAN CHARITABLE TRUST 94-2940733 Part XV Supplementary Information 3 Grants and Contributions Paid During the Year (Continuation) 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

HIGHLAND COUNTY ARTS COUNCIL ONE OTHER PUBLIC CHARITABLE PO BOX 175 CHARITY MONTEREY VA 24465 100 ,

HIGHLAND COUNTY RESCUE SQUAD ONE OTHER PUBLIC CHARITABLE PO BOX 268 CHARITY MONTEREY VA 24465 1 000 ,

HIGHLAND COUNTY VOLUNTEER FIRE ONE OTHER PUBLIC CHARITABLE DEPARTMENT CHARITY PO BOX 267 MONTEREY VA 24465 500 ,

HIGHLAND MEDICAL CENTER 11ONE OTHER PUBLIC CHARITABLE PO BOX 490 CHARITY MONTEREY VA 24465 500 ,

HISTORIC STAUNTON FOUNDATION ONE OTHER PUBLIC CHARITABLE 20 S NEW ST CHARITY STAUNTON VA 24401 100 ,

HONEST REPORTING ONE OTHER PUBLIC CHARITABLE 10024 SKOKIE BLVD. SUITE 201 CHARITY SKOKIE IL 60077 2 000 ,

IMREI YOSEF 11ONE OTHER PUBLIC CHARITABLE RECHOV CHASAM SOFER 4/7, PO BOX 245 CHARITY EMMANUEL , ISRAEL 44854 1 240 ,

INSTITUTE FOR DAYANIM ONE OTHER PUBLIC CHARITABLE 21751 W 11 MILE RD CHARITY SOUTHFIELD MI 48076 5 000 ,

ISRAEL GUIDE DOG CENTER FOR THE BLIND ONE OTHER PUBLIC CHARITABLE 968 EASTON RD #H CHARITY WARRINGTON PA 18976 900 ,

ISRAEL PROJECT ONE OTHER PUBLIC CHARITABLE 2020 K ST NW #7600 CHARITY WASHINGTON DC 20006 3 600 , Total from continuation sheets

423631 05-01-14 31 13421105 742308 53 2014.04030 BERMAN CHARITABLE TRUST 53 1 BERMAN-CHARITABLE TRUST 94-2940733 Part XV Supplementary Information 3 Grants and Contributions Paid During the Year (Continuation) 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

ISRAEL SPORT CENTER FOR THE DISABLED ONE THER PUBLIC CHARITABLE 411 HERMLEIGH RD CHARITY SILVER SPRING MD 20902 250 ,

JCADA ONE THER PUBLIC CHARITABLE PO BOX 2266 CHARITY ROCKVILLE MD 20847 2 500 ,

JCCGW ONE THER PUBLIC CHARITABLE 6125 MONTROSE RD CHARITY ROCKVILLE MD 20852 460 ,

JEM ONE THER PUBLIC CHARITABLE 3453 N 54TH ST CHARITY MILWAUKEE WI 53216 1 500

JERUSALEM FELLOWSHIPS ONE THER PUBLIC HABITABLE 28 PARK AVENUE CHARITY AIRMONT NY 10952 5 000 ,

JERUSALEM KOLLEL ONE THER PUBLIC 'CHARITABLE PO BOX 36002 CHARITY JERUSALEM ISRAEL 2 400 ,

JEWISH COLLEGIATE NETWORK ONE THER PUBLIC CHARITABLE 3702 FORDS LANE CHARITY BALTIMORE MD 21215 950 ,

JEWISH COMMUNITY RELATIONS COUNCIL ONE THER PUBLIC CHARITABLE 6101 MONTROSE ROAD #205 CHARITY ROCKVILLE MD 20852 8 , 200 ,

JEWISH EDUCATIONAL CENTER OF SOUTH ONE THER PUBLIC CHARITABLE FLORIDA CHARITY 3600 NW 2ND CT BOCA RATON FL 33431 600 ,

JEWISH EDUCATIONAL MEDIUM ONE THER PUBLIC HARITABLE 1546 UNION ST CHARITY BROOKLYN NY 11213 4 500 , Total from continuation sheets

423631 05-01-14 32 13421105 742308 53 2014.04030 BERMAN CHARITABLE TRUST 53 BERMAN CHARITABLE TRUST 94-2940733 Part XV Supplementary Information 3 Grants and Contributions Paid During the Year (Continuation) Recipient If recipient is an individual, show any relationship to Foundation Purpose of grant or Amount Name and address (home or business) any foundation manager status of contribution or substantial contributor recipient

JEWISH FEDERATION OF GREATER ONE OTHER PUBLIC CHARITABLE WASHINGTON CHARITY 6101 MONTROSE ROAD ROCKVILLE MD 20852 20 000 ,

JEWISH ROC ONE OTHER PUBLIC CHARITABLE 11304 OLD GEORGETOWN RD CHARITY ROCKVILLE MD 20852 7 250

JEWISH WOMENS' RENAISSANCE PROJECT ONE OTHER PUBLIC CHARITABLE 12230 WILKINS AVE CHARITY ROCKVILLE MD 20852 25 000 ,

JSSA ONE OTHER PUBLIC CHARITABLE 6101 MONTROSE ROAD CHARITY ROCKVILLE MD 20852 20 000 ,

JWRP ONE OTHER PUBLIC "CHARITABLE 6101 EXECUTIVE BLVD #390 CHARITY ROCKVILLE MD 20852 2 500 ,

KAREN ELUZAR ONE OTHER PUBLIC CHARITABLE 171 DIVISION AVE CHARITY BROOKLYN NY 11211 120 ,

KAV L'KAV ONE OTHER PUBLIC "CHARITABLE 1436 42ND ST CHARITY BROOKLYN NY 11219 800 ,

KCY ONE OTHER PUBLIC CHARITABLE 616 BEDFORD AVENUE #3A CHARITY BROOKLYN NY 11249 120 ,

KEREN ACHIM ONE OTHER PUBLIC CHARITABLE 4/15 RECHOV AVNEI NEZER CHARITY MODIIN ELITE ISRAEL 71919 120 ,

KEREN AHAVAS CHESED ONE HER PUBLIC CHARITABLE 3904 15TH AVE CHARITY BROOKLYN NY 11218 600 , Total from continuation sheets

423831 05-01-14 33 13421105 742308 53 2014.04030 BERMAN CHARITABLE TRUST 53 BERMAN CHARITABLE TRUST 94-2940733 Part XV Su pplementary Information 3 Grants and Contributions Paid During the Year (Continuation) 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

KEREN ELAZAR ONE OTHER PUBLIC CHARITABLE 4 LYNCH ST #1R CHARITY BROOKLYN NY 11206 360 ,

KEREN EZRA ONE OTHER PUBLIC CHARITABLE 1 LOCUST HOLLOW DR CHARITY MONSEY NY 10952 120 ,

KEREN EZRAH ONE OTHER PUBLIC CHARITABLE 11 GWEN LN CHARITY MONSEY NY 10952 450 ,

KEREN GUSH ETZION FOUNDATION ONE OTHER PUBLIC CHARITABLE POB 1030 CHARITY MANCHESTER NH 03105 900 ,

KEREN HA'ARI ONE OTHER PUBLIC CHARITABLE RECHOV HA'EMORAIM 3/22 CHARITY ISRAEL 720 ,

KEREN HACHESED OF GREATER WASHINGTON ONE OTHER PUBLIC CHARITABLE 10711 HUNTWOOD DR CHARITY SILVER SPRING MD 20901 26 500 ,

KEREN HAMILAGOT ONE OTHER PUBLIC CHARITABLE 980 6TH AVE CHARITY NEW YORK NY 10018 250 ,

KEREN YAD ZLATA FUND ONE OTHER PUBLIC CHARITABLE 6406 STRATFORD RD CHARITY CHEVY CHASE MD 20815 1 000 ,

KNESSET ISRAEL TRUST ONE OTHER PUBLIC CHARITABLE 213 FOURTEENTH ST CHARITY LAKEWOOD NJ 08701 240 ,

KOLLEL AVODAS LEVI ONE OTHER PUBLIC CHARITABLE 400 MT WILSON LANE CHARITY BALTIMORE MD 21208 5 200 , Total from continuation sheets

423631 05-01-14 34 13421105 742308 53 2014.04030 BERMAN CHARITABLE TRUST 53 BERMAN CHARITABLE TRUST 94-2940733 Part XV Supplementary Information 3 Grants and Contributions Paid During the Year (Continuation) Recipient If recipient is an individual, show any relationship to Foundation Purpose of grant or Amount Name and address (home or business) any foundation manager status of contribution or substantial contributor recipient

KOLLEL BAIS ELCHONON DOV ONE OTHER PUBLIC CHARITABLE RECHOV AZRIEL 5, CHARITY JERUSALEM ISRAEL 240 ,

KOLLEL BETH HATALMUD ONE OTHER PUBLIC CHARITABLE 1430 BROADWAY 7TH FL CHARITY NEW YORK NY 10018 500 ,

KOLLEL DA'AT YOSEF ONE OTHER PUBLIC CHARITABLE PO BOX 548 CHARITY BNAI BRAK ISRAEL 120 .

KOLLEL DIRSHU SILVER SPRING ONE OTHER PUBLIC CHARITABLE 10612 WOODSDALE DRIVE CHARITY SILVER SPRING MD 20901 600 ,

KOLLEL IYUN HALACHA ONE OTHER PUBLIC CHARITABLE RECHOV IMREI BARUCH 6 CHARITY BNAI BRAK ISRAEL 51609 360 ,

KOLLEL NER HAMIZRACH ONE OTHER PUBLIC CHARITABLE 1858 LAVISTA RD NE CHARITY ATLANTA GA 30329 750 ,

KOLLEL VILNA ONE OTHER PUBLIC CHARITABLE 3299 K ST NW #700 CHARITY WASHINGTON DC 20007 2 000 ,

KOLLEL YETEV LEV ONE OTHER PUBLIC CHARITABLE 84 BROADWAY CHARITY BROOKLYN , NY 11211 240 ,

KOLLEL ZICHRON AMRAM ONE OTHER PUBLIC CHARITABLE 1201 BALLARD ST CHARITY SILVER SPRING MD 20910 4 100 ,

KOLLEL ZICHRON MENACHEM ONE OTHER PUBLIC HARITABLE 8 ELYAN RD CHARITY MONSEY NY 10952 120 , Total from continuation sheets

423631 05-01-14 35 13421105 742308 53 2014.04030 BERMAN CHARITABLE TRUST 53 1 BERMAN'CHARITABLE TRUST 94-2940733 Part XV Supplementary Information 3 Grants and Contributions Paid During the Year (Continuation) Recipient If recipient is an individual, show any relationship to Foundation Purpose of grant or Amount Name and address (home or business) any foundation manager status of contribution or substantial contributor recipient

KUPAS ONE OTHER PUBLIC CHARITABLE 1451 60TH ST CHARITY BROOKLYN NY 11219 120 ,

LEV ARYEH INC ONE OTHER PUBLIC CHARITABLE 2707 HANSON AVE CHARITY BALTIMORE MD 21209 600 ,

LEV MALKA ONE OTHER PUBLIC CHARITABLE PO BOX 23907, RAMOT 1 CHARITY JERUSALEM ISRAEL 91239 450 ,

LEV SIMCHA ONE OTHER PUBLIC CHARITABLE 1781 E 23RD ST CHARITY BROOKLYN NY 11229 300 ,

LUBAVITCH CENTER FOR JEWISH EDUCATION ONE OTHER PUBLIC CHARITABLE 770 HOWES LN CHARITY COLUMBIA MD 21044 1 , 000 ,

MAALOT HATORAH ONE OTHER PUBLIC CHARITABLE 705 E 7TH ST CHARITY BROOKLYN NY 11218 360 ,

MAGEN YECHEZKEL ONE OTHER PUBLIC CHARITABLE BET YISRAEL 9/5 CHARITY BET SHEMESH ISRAEL 240 ,

MAREH KEREN TORAH ONE OTHER PUBLIC CHARITABLE 1201 E 18TH ST CHARITY BROOKLYN , NY 11230 240 ,

MARYLAND JEWISH EXPERIENCE ONE OTHER PUBLIC CHARITABLE 4607 KNOX RD CHARITY COLLEGE PARK MD 20740 1 800 ,

MAZKERET HALFON ONE THER PUBLIC HARITABLE 1775 EAST 13TH ST #2B CHARITY BROOKLYN NY 11229 300 , Total from continuation sheets

423831 05-01-14 36 13421105 742308 53 2014.04030 BERMAN CHARITABLE TRUST 53 BERMAN CHARITABLE TRUST 94-2940733 Part XV Supplementary Information 3 Grants and Contributions Paid During the Year (Continuation) 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

MCDOWELL VOLUNTEER FIRE DEPARTMENT ONE THER PUBLIC CHARITABLE 102 BULLPASTURE RIVER RD RARITY MCDOWELL VA 24458 500 ,

ME'OHR BAIS YAAKOV INC ONE THER PUBLIC CHARITABLE 110 CHESTNUT RIDGE RD #323 CHARITY MONTVALE NJ 07645 700 ,

MECHON RUTH CHESED CENTER ONE THER PUBLIC CHARITABLE 1796 45TH STREET #111 CHARITY BROOKLYN NY 11204 360 ,

MELVIN J. BERMAN HEBREW ACADEMY ONE THER PUBLIC CHARITABLE 13300 ARCTIC AVE CHARITY ROCKVILLE MD 20853 74 190 ,

MENACHEM EDUCATION FOUNDATION ONE THER PUBLIC CHARITABLE 411 KINGSTON AVE #300 CHARITY BROOKLYN , NY 11225 600 ,

MERKAZ CHASIDEI WIZNITZ ONE THER PUBLIC CHARITABLE 285 LEE AVE #1 CHARITY BROOKLYN NY 11206 500 ,

MERKAZ HATORAH COMMUNITY KOLLEL ONE THER PUBLIC CHARITABLE 312 N DETROIT ST CHARITY LOS ANGELES CA 90036 5 000 ,

MERKAZ TORAH U'TEFILLA ONE THER PUBLIC CHARITABLE 6500 BAYTHORNE RD CHARITY BALTIMORE MD 21209 3 068 ,

MESIVTA NEIMUS HATORAH ONE THER PUBLIC CHARITABLE 6104 PARK HEIGHTS AVE CHARITY BALTIMORE MD 21215 180 ,

MICHKANE MAIMON ONE THER PUBLIC HARITABLE 5542 NICHOLSON LN CHARITY ROCKVILLE MD 20852 400 , Total from continuation sheets

423631 05-01-14 37 13421105 742308 53 2014.04030 BERMAN CHARITABLE TRUST 53 BERMAN CHARITABLE TRUST 94-2940733 Part XV Supplementary Information 3 Grants and Contributions Paid During the Year (Continuation) Recipient If recipient is an individual, show any relationship to Foundation Purpose of grant or of contribution Amount Name and address (home or business) any foundation manager status or substantial contributor recipient

MICHKANE MEIR ONE THER PUBLIC CHARITABLE 1921 E 14TH ST CHARITY BROOKLYN NY 11229 2 040 ,

MIDRESH OR RACHAIM ONE THER PUBLIC CHARITABLE BOSQUES DE RAYO 79, COL. DE LA CHARITY HERRADURA HUIX UILUCAN MEXICO 52784 360 ,

MIFAL TZEDAKA VACHESED ONE THER PUBLIC CHARITABLE RECHOV ELKANA 12, PO BOX 6682 CHARITY JERUSALEM ISRAEL 500 ,

MISHKAN AHARON ONE THER PUBLIC CHARITABLE RECHOV HAORGIM BLDG 10 #5 CHARITY BAT YAM ISRAEL 240 ,

MISHKAN MEIR ONE THER PUBLIC CHARITABLE 5014 16TH AVE #385 CHARITY BROOKLYN , NY 11204 600 ,

MISHKAN YITZCHAK ONE THER PUBLIC CHARITABLE 506 6TH ST CHARITY LAKEWOOD NJ 08701 450 ,

MOSDOS OHALEI YITZCHAK ONE THER PUBLIC CHARITABLE 942 50TH ST CHARITY BROOKLYN NY 11219 650 ,

MOSDOS TORAS CHESED ONE THER PUBLIC CHARITABLE 9 AMSTERDAM AVE CHARITY MONSEY NY 10952 680 ,

MOSDOT BE ER AVRAHAM ONE THER PUBLIC CHARITABLE 2 PHYLLIS TERRACE CHARITY MONSEY NY 10952 500 ,

MOSDOT BOTOSHAN ONE THER PUBLIC HARITABLE 1659 45TH ST CHARITY BROOKLYN NY 11204 1 560 , Total from continuation sheets

423831 05-01-14 38 13421105 742308 53 2014.04030 BERMAN CHARITABLE TRUST 53 1 BERMAN CHARITABLE TRUST 94-2940733 Part XV Supplementary Information 3 Grants and Contributions Paid During the Year (Continuation) 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

MOSDOT K'VOD HATORAH ONE OTHER PUBLIC CHARITABLE 26/14 RECHOV AVNEI NEZER CHARITY MODIIN ELITE ISRAEL 71919 240 ,

NACHAL NOVEA MEKOR CHOCHMA ONE THER PUBLIC CHARITABLE 1253 40TH ST CHARITY BROOKLYN NY 11218 900 ,

NACHLAS ZVI ONE THER PUBLIC CHARITABLE 1328 TUXEDO TERRACE CHARITY LAKEWOOD NJ 08701 240 ,

NACHLAT NAFTALI FOUNDATION ONE THER PUBLIC CHARITABLE 2418 AVENUE I CHARITY BROOKLYN NY 11210 1 000 ,

NADVORNA ONE OTHER PUBLIC CHARITABLE RECHOV ATIA 6, RAMAT ELCHANAN CHARITY BNAI BRAK ISRAEL 120 ,

NATIONAL ASSOCIATION OF CHEVRA ONE OTHER PUBLIC CHARITABLE KADISHA CHARITY 85-18 117TH ST RICHMOND HILL NY 11418 1 200 ,

NCSY - ATLANTIC SEABOARD ONE OTHER PUBLIC CHARITABLE 4001 CLARKS LANE CHARITY BALTIMORE MD 21215 16 100 ,

NEFESH HACHAIM ONE OTHER PUBLIC CHARITABLE PO BOX 5054, RECHOV HARAV KANAMAN 76 CHARITY BNAI BRAK ISRAEL 240 ,

NER ISRAEL RABBINICAL COLLEGE ONE OTHER PUBLIC CHARITABLE 400 MT WILSON LANE CHARITY BALTIMORE MD 21208 5 000 ,

NER L'YISRAEL ONE OTHER PUBLIC CHARITABLE 2/1 NODA B'YEHUDA CHARITY MODIIN ELITE ISRAEL 360 , Total from continuation sheets

423631 05-01-14 39 13421105 742308 53 2014.04030 BERMAN CHARITABLE TRUST 53 BERMAN CHARITABLE TRUST 94-2940733 Part XV Supplementary Information 3 Grants and Contributions Paid During the Year (Continuation) Recipient If recipient is an individual, show any relationship to Foundation Purpose of grant or Amount Name and address (home or business) any foundation manager status of contribution or substantial contributor recipient

NEVE YERUSHALAYIM INC ONE THER PUBLIC HARITABLE 25 BROADWAY #403 RARITY

NEW YORK NY 10004 3 200 ,

NOAM SHABOS ONE OTHER PUBLIC CHARITABLE 1303 53RD ST CHARITY BROOKLYN NY 11219 36 ,

NOTZER CHESED ONE OTHER PUBLIC CHARITABLE 1108 54TH ST CHARITY BROOKLYN , NY 11219 480 .

OD YOSEF CHAI ONE OTHER PUBLIC CHARITABLE 18 NEW COUNTY RD CHARITY MONSEY NY 10952 380 ,

OHEL AVRAHAM ONE OTHER PUBLIC CHARITABLE PO BOX 95016 CHARITY PALATINE IL 60095 1 500 ,

OHEL MALKA INSTITUTIONS ONE OTHER PUBLIC CHARITABLE 1369 51ST ST CHARITY BROOKLYN NY 11219 650 ,

OHEL MOSHE ONE OTHER PUBLIC CHARITABLE 191 PENN ST RARITY BROOKLYN NY 11211 240 ,

OHEL YISROEL ONE OTHER PUBLIC CHARITABLE PO BOX 50055 CHARITY BEITAR ELITE ISRAEL 90500 360 ,

OHR LETZION 14ONE OTHER PUBLIC CHARITABLE 7/1 IMREI EMET ST CHARITY BEIT SHE14ESH ISRAEL 240 ,

OHR SAMAYACH ONE OTHER PUBLIC CHARITABLE 1399 CONEY ISLAND AVE CHARITY BROOKLYN NY 11210 1 000 , Total from continuation sheets

423831 05-01-14 40 13421105 742308 53 2014.04030 BERMAN CHARITABLE TRUST 53 1 BERMAN CHARITABLE TRUST 94-2940733 Part XV Supplementary Information 3 Grants and Contributions Paid During the Year (Continuation) 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

OHR SIMCHA ONE OTHER PUBLIC CHARITABLE 5014 16TH AVE #284 CHARITY BROOKLYN NY 11204 500 ,

OHR SOMEACH TOMCHEI TESHUVA ONE OTHER PUBLIC CHARITABLE RECHOV SDEROT 7/45, NEVE YAAKOV CHARITY JERUSALEM ISRAEL 240 ,

OHR TORAH STONE ONE OTHER PUBLIC CHARITABLE 49 WEST 45TH STREET, SUITE 701 CHARITY NEW YORK NY 10036 250 ,

OHR YISROEL ONE OTHER PUBLIC CHARITABLE 1865 52ND ST #3B CHARITY BROOKLYN NY 11204 120 ,

OPERATION EMBRACE ONE OTHER PUBLIC CHARITABLE 210 JAY DR CHARITY ROCKVILLE MD 20850 10 000 ,

OR CHAIM ONE OTHER PUBLIC CHARITABLE 602 AVENUE T #6F CHARITY BROOKLYN NY 11223 120 ,

OR LANOAR ONE OTHER PUBLIC CHARITABLE UZIEL 108/3 CHARITY JERUSALEM ISRAEL 500 ,

OR MEIR L'ACHEINU BAGOLA ONE OTHER PUBLIC CHARITABLE 106A SANHEDRIA MURCHEVET CHARITY JERUSALEM ISRAEL 97707 360 ,

OR SHALOM VACHESED ONE OTHER PUBLIC CHARITABLE PO BOX 6752 CHARITY JERUSALEM ISRAEL 91060 450 ,

OR YOSEF ONE OTHER PUBLIC CHARITABLE 1449 38TH ST CHARITY BROOKLYN NY 11218 120 , Total from continuation sheets

423631 05-01-14 41 13421105 742308 53 2014.04030 BERMAN CHARITABLE TRUST 53 1 BERMAN CHARITABLE TRUST 94-2940733 Part XV Supplementary Information 3 Grants and Contributions Paid During the Year (Continuation) 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

ORA - ORGANIZATION FOR RESOLUTION OF ONE OTHER PUBLIC CHARITABLE AGUNOT CHARITY 551 W 181ST ST, BOX 123 NEW YORK NY 10033 750 ,

ORTHODOX UNION ONE OTHER PUBLIC CHARITABLE 11 BROADWAY 14TH FL CHARITY NEW YORK NY 10004 11 400 ,

OSEH TZEDAKA ONE OTHER PUBLIC CHARITABLE 1432 45TH ST CHARITY BROOKLYN NY 11219 240 .

P'EYLIM LEV L'ACHIM ONE OTHER PUBLIC CHARITABLE 1034 E 12TH ST CHARITY BROOKLYN NY 11230 1 , 000 ,

PARTNERS CHARITY FUND ONE OTHER PUBLIC CHARITABLE 1650 43RD ST CHARITY BROOKLYN NY 11204 600 ,

PEF ISRAEL ENDOWMENT FUNDS INC ONE OTHER PUBLIC CHARITABLE 317 MADISON AVE #607 CHARITY NEW YORK NY 10017 5 000 ,

PRESCHOOL OF THE ARTS ONE OTHER PUBLIC CHARITABLE 11621 SEVEN LOCKS ROAD CHARITY POTOMAC MD 20854 2 500 ,

PRI ETZ CHAIM ONE OTHER PUBLIC CHARITABLE 28570 NUTWOOD LN CHARITY WICKLIFFE OH 44092 1 . 000 .

PROJECT EXTREME ONE OTHER PUBLIC CHARITABLE 335 CENTRAL AVE CHARITY LAWRENCE NY 11559 2 950 ,

PROJECT INSPIRE ONE OTHER PUBLIC HARITABLE 11445 ENCORE DR CHARITY SILVER SPRING MD 20901 3 000 , Total from continuation sheets

423531 05-01-14 42 13421105 742308 53 2014.04030 BERMAN CHARITABLE TRUST 53 BERMAN CHARITABLE TRUST 94-2940733 Part XV Supplementary Information 3 Grants and Contributions Paid During the Year (Continuation) 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

RABBI MAYER BAAL HANESS ONE THER PUBLIC CHARITABLE 4802 -A 12TH AVE CHARITY BROOKLYN NY 11219 250 ,

RABBINICAL SEMINARY OF AMERICA ONE THER PUBLIC CHARITABLE 76-01 147TH ST CHARITY FLUSHING NY 11367 3 000 ,

RAKSIN FOUNDATION ONE THER PUBLIC CHARITABLE 17525 NE 7TH AVE CHARITY MIAMI FL 33162 180 ,

RAV CHESSED ONE THER PUBLIC CHARITABLE 5314 16TH AVE #207 CHARITY BROOKLYN NY 11204 720 ,

REACH OUT ONE THER PUBLIC CHARITABLE 5223 GRANDE PALM CIRCLE CHARITY DELRAY BEACH FL 33484 1 , 500 ,

REFUAH VESIMCHA ONE THER PUBLIC CHARITABLE 5308 13TH AVE, PMB 121 CHARITY BROOKLYN NY 11219 240 ,

RENEWING HOMES ONE THER PUBLIC CHARITABLE PO BOX 3152 CHARITY STAUNTON VA 24401 500 ,

RR SMITH CENTER ONE THER PUBLIC CHARITABLE 20-22 S NEW ST CHARITY STAUNTON VA 24401 250 ,

SAAR SHALOM ONE THER PUBLIC CHARITABLE 1140 41ST ST CHARITY BROOKLYN NY 11218 180 ,

SEUDAH CHAMAH ONE THER PUBLIC CHARITABLE 5014 16TH AVE #409 CHARITY BROOKLYN NY 11204 360 , Total from continuation sheets

423631 05-01-14 43 13421105 742308 53 2014.04030 BERMAN CHARITABLE TRUST 53 1 BE1 AN'CHARITABLE TRUST 94-2940733 [Part XV Su pplementary Information 3 Grants and Contributions Paid During the Year (Continuation) Recipient If recipient is an individual, show any relationship to Foundation Purpose of grant or contribution Amount Name and address (home or business) any foundation manager status of or substantial contributor recipient

SHAAR HASHAMAYIM ONE OTHER PUBLIC CHARITABLE RECHOV RUBIN 6/1, RAMOT DALED CHARITY JERUSALEM ISRAEL 120 ,

SHAAREI OLAM ONE OTHER PUBLIC CHARITABLE RECHOV PINCHAS LEVIN 13/11 CHARITY EMMANUEL ISRAEL 44845 120 ,

SHAAREI RACHAMIM ONE OTHER PUBLIC CHARITABLE PO BOX 57920 CHARITY JERUSALEM ISRAEL 1 000 ,

SHAAREY TZION ONE PEER PUBLIC HABITABLE POB 5052 CHARITY JERUSALEM ISRAEL 120 ,

SHALOM YITZCHAK TORAH INSTITUTE ONE OTHER PUBLIC CHARITABLE 208 5TH ST CHARITY LAKEWOOD NJ 08701 700 ,

SHALVAT CHAYIM ONE OTHER PUBLIC CHARITABLE 1375 CONEY ISLAND AVE, PMB 113 CHARITY BROOKLYN NY 11230 700 ,

SHE'ARIM COLLEGE OF JEWISH STUDIES ONE OTHER PUBLIC CHARITABLE FOR WOMEN CHARITY PO BOX 747 BALA CYNWYD PA 19004 850 ,

SHORESH ONE OTHER PUBLIC CHARITABLE 3723 OLD COURT RD #206 CHARITY BALTIMORE MD 21208 4 000 ,

SHUVU/RETURN ONE OTHER PUBLIC CHARITABLE 5218 16TH AVE CHARITY BROOKLYN NY 11204 8 000

SOUTHEAST HEBREW CONGREGATION ONE OTHER PUBLIC CHARITABLE 10900 LOCKWOOD AVE CHARITY SILVER SPRING MD 20901 1 000 , Total from continuation sheets

423631 05-01-14 44 13421105 742308 53 2014. 04030 BERMAN CHARITABLE TRUST 53 1 BERMAN CHARITABLE TRUST 94-2940733 LPart XV Supplementary Information 3 Grants and Contributions Paid During the Year (Continuation) Recipient If recipient is an individual, show any relationship to Foundation Purpose of grant or status contribution Amount Name and address (home or business) any foundation manager of or substantial contributor recipient

SOUTHERN ENVIRONMENTAL LAW CENTER ONE OTHER PUBLIC CHARITABLE 122 C ST NW #390 CHARITY WASHINGTON DC 20001 1 000 ,

STAUNTON AUGUSTA ART CENTER ONE OTHER PUBLIC CHARITABLE 20 S NEW ST CHARITY STAUNTON VA 24401 200 ,

SULAM ONE OTHER PUBLIC CHARITABLE 13300 ARCTIC AVE CHARITY ROCKVILLE , MD 20853 25 . 500 .

SUNFLOWER BAKERY ONE OTHER PUBLIC CHARITABLE 8507 ZIGGY LN CHARITY GAITHERSBURG MD 20877 1 000 ,

TALMUD TORAH - ARAD ONE OTHER PUBLIC CHARITABLE PO BOX 936 CHARITY ARAD ISRAEL 89017 600 ,

TALMUDICAL ACADEMY OF BALTIMORE ONE OTHER PUBLIC CHARITABLE 4445 OLD COURT RD CHARITY BALTIMORE , MD 21208 1 800 ,

TEKUMA ONE OTHER PUBLIC CHARITABLE 1353 E 9TH ST CHARITY BROOKLYN NY 11230 240 ,

TEP - TZEDAKA ENHANCEMENT PROJECT ONE OTHER PUBLIC CHARITABLE 25991 MARLOWE PL CHARITY OAK PARK MI 48237 120 ,

THANK ISRAELI SOLDIERS ONE OTHER PUBLIC CHARITABLE POB 644735 CHARITY PITTSBURGH PA 15264 5 360 ,

THE ETZION FOUNDATION ONE OTHER PUBLIC CHARITABLE 111 GALWAY PL #203 CHARITY TEANECK NJ 07666 5 000 , Total from continuation sheets

423831 05-01-14 45 13421105 742308 53 2014.04030 BERMAN CHARITABLE TRUST 53 1 BERMAN'CHARITABLE TRUST 94-2940733 Part XV Supplementary Information 3 Grants and Contributions Paid During the Year (Continuation) 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

THE GOLDEN NETWORK ONE THER PUBLIC CHARITABLE PO BOX 10995 CHARITY SILVER SPRING MD 20914 750 ,

THE HIGHLAND CENTER ONE THER PUBLIC CHARITABLE 61 HIGHLAND CENTER DR CHARITY MONTEREY VA 24465 355 000

THE LONE SOLDIER CENTER ONE THER PUBLIC CHARITABLE PO BOX 10724, FORT DEARBORN CHARITY CHICAGO IL 60610 6 , 500 ,

TIFERES MORDECHAI ONE THER PUBLIC CHARITABLE 708 DITMAS AVE 1ST FL CHARITY BROOKLYN NY 11218 78 ,

TIFERES TZION ONE THER PUBLIC CHARITABLE 41 RECHOV YERUSHALAYIM CHARITY BNAI BRAK ISRAEL 120 ,

TIFERET ONE THER PUBLIC CHARITABLE 502 E 2ND ST CHARITY BROOKLYN NY 11218 360 ,

TOLDOT YITZCHAK ONE THER PUBLIC CHARITABLE 953 52ND ST CHARITY BROOKLYN NY 11219 240 ,

TOMCHEI MITZVOTH FUND ONE THER PUBLIC CHARITABLE PO BOX 636 CHARITY KFAR CHABAD ISRAEL 72915 120 ,

TOMCHEI TZEDAKA ONE THER PUBLIC CHARITABLE 874 E 12TH ST CHARITY BROOKLYN NY 11230 1 , 800 ,

TORAH INSTITUTE ONE THER PUBLIC CHARITABLE 35 ROSEWOOD LANE CHARITY OWINGS MILLS MD 21117 9 800 , Total from continuation sheets

423631 05-01-14 46 13421105 742308 53 2014.04030 BERMAN CHARITABLE TRUST 53 BERMAN CHARITABLE TRUST 94-2940733 Part XV Supplementary Information 3 Grants and Contributions Paid During the Year (Continuation) Recipient If recipient is an individual, show any relationship to Foundation Purpose of grant or Amount Name and address (home or business) any foundation manager status of contribution or substantial contributor recipient

TORAH SCHOOL OF GREATER WASHINGTON ONE THER PUBLIC CHARITABLE 2010 LINDEN LANE HARITY SILVER SPRING MD 20910 35 168 ,

TORAH SCHOOLS FOR ISRAEL ONE OTHER PUBLIC CHARITABLE 40 EXCHANGE PL #1403 CHARITY NEW YORK NY 10269 6 500 ,

TORAH TEMIMAH CONGREGATION ONE OTHER PUBLIC CHARITABLE 1529 42ND ST #1G CHARITY BROOKLYN NY 11219 240 ,

TORAH V'CHESSED ONE OTHER PUBLIC CHARITABLE RECHOV NETIVOT HAMISHPAT 24/5, MODIIN CHARITY ELITE KIRYAT SEFER ISRAEL 240 ,

TORAS CHAIM INC ONE OTHER PUBLIC CHARITABLE 99 GRIGGS AVE CHARITY TEANECK NJ 07666 500 ,

TORAT CHAIM YESHIVA ONE OTHER PUBLIC CHARITABLE 41 KEREN HAYESOD ST, POB 9391 CHARITY NESHER ISRAEL 36642 540 ,

TSECHENOV INSTITUTIONS ONE OTHER PUBLIC CHARITABLE POB 11560 CHARITY JERUSALEM , ISRAEL 91114 500 ,

UNITED INSTITUTIONS OF KARLIN STOLIN ONE OTHER PUBLIC CHARITABLE 1655 46TH ST CHARITY BROOKLYN NY 11204 700 ,

UNITED LUBAVITCH YESHIVOTH ONE OTHER PUBLIC CHARITABLE 841 OCEAN PKWY CHARITY BROOKLYN NY 11230 1 100 ,

UNITED TALMUDICAL ACADEMY ONE OTHER PUBLIC CHARITABLE 4 TAITCH CT #201 CHARITY MONROE NY 10950 120 , Total from continuation sheets

423831 05-01-14 47 13421105 742308 53 2014.04030 BERMAN CHARITABLE TRUST 53 1 BERMAN 'CHARITABLE TRUST 94-2940733 Part XV Supplementary Information 3 Grants and Contributions Paid During the Year (Continuation) Recipient If recipient is an individual, show any relationship to Foundation Purpose of grant or Amount Name and address (home or business) any foundation manager status of contribution or substantial contributor recipient

UNIVERSITY JEWISH EXPERIENCE ONE THER PUBLIC CHARITABLE 3402 PINKNEY RD CHARITY BALTIMORE , MD 21215 500 ,

UNIVERSITY OF MADISON JEWISH ONE THER PUBLIC CHARITABLE EXPERIENCE CHARITY 5435 N 54TH ST MILWAUKEE WI 53216 250 ,

UNIVERSITY OF MARYLAND HILLEL ONE THER PUBLIC CHARITABLE 7612 MOWATT LN CHARITY COLLEGE PARK MD 20740 2 000 ,

UNIVERSITY OF MARYLAND HILLEL ONE THER PUBLIC CHARITABLE 7612 MOWATT LN CHARITY

COLLEGE PARK , MD 20740 10 360 ,

UNIVERSITY OF MARYLAND MEOR ONE THER PUBLIC CHARITABLE 4607 KNOX RD CHARITY COLLEGE PARK MD 20740 5 000 ,

UT CHABAD ONE THER PUBLIC CHARITABLE 11729 GAINSBOROUGH RD CHARITY POTOMAC MD 20854 2 500 ,

VAAD HACHNASAT ORCHIM ONE THER PUBLIC CHARITABLE 1472 52ND ST #2B CHARITY BROOKLYN NY 11219 120 ,

VAAD L'HACHNASOS ORCHIM ONE THER PUBLIC CHARITABLE 1615 47TH ST CHARITY BROOKLYN NY 11204 120 ,

VAAD LE'ORER YESHAINIM ONE THER PUBLIC CHARITABLE 150 BOULEVARD CHARITY PASSAIC NJ 07055 10 000 ,

VAAD LEORER YESHAINIM ONE THER PUBLIC CHARITABLE VAAD ARBA HA'ARATZOT ST 81/2 CHARITY RAMOT JERUSALEM ISRAEL 2 500 , Total from continuation sheets

423831 05-01-14 48 13421105 742308 53 2014.04030 BERMAN CHARITABLE TRUST 53 1 BEP14AN 'CHARITABLE TRUST 94-2940733 Part XV Supplementary Information 3 Grants and Contributions Paid During the Year (Continuation) Recipient It recipient is an individual, show any relationship to Foundation Purpose of grant or Amount Name and address (home or business) any foundation manager status of contribution or substantial contributor recipient

WISCONSIN INSTITUTE FOR ONE OTHER PUBLIC CHARITABLE 3288 N LAKE DR CHARITY MILWAUKEE WI 53211 1 000 ,

WOODSIDE CHARITY FUND ONE OTHER PUBLIC CHARITABLE 1201 BALLARD ST CHARITY SILVER SPRING MD 20910 360 ,

YACHEL YISROEL ONE OTHER PUBLIC CHARITABLE 968 45TH ST CHARITY BROOKLYN NY 11219 120 ,

YAD ELIEZER ONE OTHER PUBLIC CHARITABLE 1102 E 26TH ST CHARITY BROOKLYN , NY 11210 10 000 ,

YAD EZRA V'SHULAMIT ONE OTHER PUBLIC CHARITABLE 3470 WILSHIRE BLVD #1020 CHARITY LOS ANGELES CA 90010 500 ,

YAD EZRA ONE OTHER PUBLIC CHARITABLE 25 PHILMORE RD CHARITY NEWTON MA 02458 1 000 ,

YAD HAIM ONE OTHER PUBLIC CHARITABLE RECHOV HACHIDA 1, PO BOX 8185 CHARITY NETIVOT ISRAEL 87744 240 ,

YAD ISRAEL ONE OTHER PUBLIC CHARITABLE 805 CLIFTON AVE CHARITY LAKEWOOD NJ 08701 120 ,

YAD L'KASHISH ONE OTHER PUBLIC CHARITABLE PO BOX 494 CHARITY ENGLEWOOD NJ 07631 250 ,

YAD MALKA ONE OTHER PUBLIC CHARITABLE 4403 15TH AVE CHARITY BROOKLYN NY 11219 650 , Total from continuation sheets

423831 05-01-14 49 13421105 742308 53 2014.04030 BERMAN CHARITABLE TRUST 53 1 BERMAN CHARITABLE TRUST 94-2940733 Part XV Supplementary Informatio n 3 Grants and Contributions Paid During the Year (Continuation) Recipient If recipient is an individual, show any relationship to Foundation Purpose of grant or Amount Name and address (home or business) any foundation manager status of contribution or substantial contributor recipient

YAD RIVKA ONE THER PUBLIC HARITABLE 1160 E 9TH ST HARITY BROOKLYN NY 11230 120 ,

YAD TZVI ONE OTHER PUBLIC CHARITABLE RECHOV ZALMAN SHAZAR 216/4, PO BOX CHARITY 6004 TZFAT ISRAEL 13100 240 ,

YAD V'CHESSED ONE OTHER PUBLIC CHARITABLE PO BOX 759 CHARITY MOSHAV YAVNIEL ISRAEL 15225 240 ,

YAD YISRAEL ONE OTHER PUBLIC CHARITABLE 1167 BUCKWALD CT CHARITY LAKEWOOD , NJ 08701 120 ,

YAD YOSEF ONE OTHER PUBLIC CHARITABLE RECHOV OTZAR HAGIONIM 10/10, NEVE CHARITY YAAKOV JERUSALEM ISRAEL 480 ,

YEHUDA MOND FOUNDATION ONE OTHER PUBLIC CHARITABLE 812 HYDE COURT CHARITY SILVER SPRING MD 20902 21 950 ,

YEMIN SAAD ONE OTHER PUBLIC CHARITABLE 1567 56TH ST CHARITY BROOKLYN NY 11219 450 ,

YESHIVA ATERES HATORAH ONE OTHER PUBLIC CHARITABLE 215 LENTZ AVE CHARITY PARAMUS NJ 07652 240 ,

YESHIVA ATERES SHMUEL OF WATERBURY ONE OTHER PUBLIC CHARITABLE 47 BUCKINGHAM ST CHARITY WATERBURY CT 06710 3 600 ,

YESHIVA BETH ABRAHAM OF JERUSALEM ONE HER PUBLIC CHARITABLE 73 W 47TH ST CHARITY NEW YORK NY 10036 1 000 Total from continuation sheets

423631 05-01-14 50 13421105 742308 53 2014.04030 BERMAN CHARITABLE TRUST 53 BERMAN CHARITABLE TRUST 94-2940733 Part XV Surmlementarv Information 3 Grants and Contributions Paid During the Year (Continuation) 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

YESHIVA BETH MOSHE ONE OTHER PUBLIC CHARITABLE 930 HICKORY ST CHARITY SCRANTON PA 18501 2 000 ,

YESHIVA CHAIM BERLIN ONE OTHER PUBLIC CHARITABLE 1585 CONEY ISLAND AVE CHARITY BROOKLYN NY 11230 5 200 ,

YESHIVA HIGH SCHOOL OF GREATER ONE OTHER PUBLIC CHARITABLE WASHINGTON CHARITY 2010 LINDEN LANE SILVER SPRING MD 20910 35 000 ,

YESHIVA OF GREATER WASHINGTON ONE OTHER PUBLIC CHARITABLE 2010 LINDEN LANE CHARITY SILVER SPRING MD 20910 80 400 ,

YESHIVA OHEL SHAIM ONE OTHER PUBLIC CHARITABLE

141 ACRES RD #202 CHARITY MONROE NY 10950 360 ,

YESHIVA OHR YISRAEL ONE OTHER PUBLIC CHARITABLE 30 SADDLE RIVER RD CHARITY MONSEY NY 10952 240 ,

YESHIVA TORAH VODAATH AND MESIVTA ONE OTHER PUBLIC "CHARITABLE 425 EAST 9TH STREET CHARITY BROOKLYN NY 11218 25 000 ,

YESHIVAS IMREI BINAH ONE OTHER PUBLIC CHARITABLE 1050 56TH ST CHARITY BROOKLYN NY 11219 6 000 ,

YESHIVAS MIR YERUSHALAYIM ONE OTHER PUBLIC CHARITABLE 5227 NEW UTRECHT AVE CHARITY BROOKLYN NY 11219 22 000 ,

YESHIVAT KIRYAT YEHOUDA ONE OTHER PUBLIC CHARITABLE MOSHAV KESALON NO. 63 CHARITY D N HAREY YEHOUDA ISRAEL 240 , Total from continuation sheets

423831 05-01-14 51 13421105 742308 53 2014.04030 BERMAN CHARITABLE TRUST 53 1 BERMAN CHARITABLE TRUST 94-2940733 Part XV Supplementary Information 3 Grants and Contributions Paid During the Year (Continuation) Recipient If recipient is an individual, show any relationship to Foundation Purpose of grant or Amount Name and address (home or business) any foundation manager status of contribution or substantial contributor recipient

YESHIVAT OHR YISRAEL OF ATLANTA ONE OTHER PUBLIC CHARITABLE 1458 HOLLY LANE NE CHARITY ATLANTA GA 30329 1 200 ,

YIEIP ONE OTHER PUBLIC CHARITABLE 11618 SEVEN LOCKS RD CHARITY POTOMAC MD 20854 34 938 ,

YITAV LEV ONE OTHER PUBLIC CHARITABLE 932 46TH ST CHARITY BROOKLYN NY 11219 540 ,

YOUTH ART FOR HEALING ONE OTHER PUBLIC CHARITABLE PO BOX 30183 CHARITY BETHESDA MD 20824 430 ,

ZICHRON CHEMED INSTITUTIONS ONE OTHER PUBLIC CHARITABLE 5 RECHOV HACHIDA CHARITY JERUSALEM , ISRAEL 96464 240 ,

ZICHRON SHLOMO ONE OTHER PUBLIC CHARITABLE 336 DAHILL RD CHARITY BROOKLYN NY 11218 480 ,

ZICHRON YEHUDA FOUNDATION ONE OTHER PUBLIC CHARITABLE 5821 AYLESBORO AVE CHARITY PITTSBURGH PA 15217 240

Total from continuation sheets

423631 05-01-14 52 13421105 742308 53 2014.04030 BERMAN CHARITABLE TRUST 53 1 Schedule B Schedule of Contributors OMB No 1545-0047 (Form 990, 990-EZ, Attach to Form 990, Form 990-EZ, or Form 990-PF. or 990-PF) 11110- Information about Schedule B (Form 990, 990-EZ, or 990-PF) and Department of the Treasury 2014 Internal Revenue Service its instructions is at www.lrs..cov/form990 . Name of the organization Employer identification number

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 private foundation

E] 527 political organization

Form 990-PF ® 501(c)(3) exempt private foundation

0 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, contributions totaling $5,000 or more (in money or property) from any one contributor Complete Parts I and II See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) 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), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (I) Form 990, Part VIII, line 1 h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

O For an organization described in section 501 (c)(7), (8), or (10) filing Form 990 or 990- EZ that received from any one contributor , during the year, total contributions of more than $1,000 exclusively for religious , charitable, scientific , literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and Ill.

For an organization described in section 501 (c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor, during the year, contributions exclusively for religious, charitable, etc , purposes, but no such contributions totaled 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 nonexclusfvely religious, charitable, etc., contributions totaling $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 its Form 990-PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990, 990-EZ, or 990-PF)

LHA For Paperwork Reduction Act Notice, see the Instructions for Form 990, 990-EZ, or 990-PF. Schedule B (Form 990 , 990-EZ , or 990-PF) (2014)

423451 11-05-14 Schedule B (Form 990, 990-EZ, or 990-PF) (2014) F 2 Name of organization Employer identification number

Part I Contributors (see instructions). Use duplicate copies of Part I if additional space is needed

(a) (b) (c) (d) No. Name , address, and ZIP + 4 Total contributions Type of contribution

1 BERMAN ENTERPRISES LTD PARTNERSHIP Person If] Payroll 0 5 410 EDSON LANE #220 $ 250,000. Noncash 0 (Complete Part II for ROCKVILLE, MD 2 0 8 5 2 noncash contnbutions)

(a) (b) (c) (d) No. Name, address , and ZIP + 4 Total contributions Type of contribution

2 BE INVESTMENTS LLC Person I-XI Payroll 0 5 410 EDSON LANE #220 $ 100,000. Noncash 0 (Complete Part II for ROCKVILLE, MD 2 0 8 5 2 noncash contributions.)

(a) (b) (c) (d) No. Name, address, and ZIP + 4 Total contributions Type of contribution

3 BRIAN BERMAN Person Payroll 5 410 EDSON LANE #220 $ 307,929. Noncash 0 (Complete Part II for ROCKVI LLE , MD 2 0 8 5 2 noncash contributions.)

(a) (b) (c) (d) No. Name, address, and ZIP + 4 Total contributions Type of contribution

Person Payroll fl $ Noncash 0 (Complete Part II for noncash contributions.)

(a) (b) (c) (d) No. Name, address, and ZIP + 4 Total contributions Type of contribution

Person 0 Payroll $ Noncash Q (Complete Part II for noncash contributions)

(a) (b) (c) (d) No. Name, address, and ZIP + 4 Total contributions Type of contribution

Person Payroll Q $ Noncash Q (Complete Part II for noncash contributions.) 423452 11-05-14 Schedule B (Form 990 , 990-EZ , or 990 -PF) (2014) 54 13421105 742308 53 2014.04030 BERMAN CHARITABLE TRUST 53 1 Schedule B (Form 990, 990-EZ, or 3 Name of organization Employer identification number

Part II Noncash Property (see instructions) Use duplicate copies of Part II if additional space is needed

No. b (c) FMV (or estimate) from Description of noncash property given Date received (see instructions) Part I

(a) (c) No. (b) FMV (or estimate) (d) from Description of noncash property given Date received (see instructions) Part I

No. (c) (b) FMV (or estimate) (d) from Description of noncash property given Date received (see instructions) Part

No. (c) (b) FMV (or estimate) (d) from Description of noncash property given Date received (see instructions) Part I

(a) (c) No. (b) FMV (or estimate) (d) from Description of noncash property given Date received (see instructions) Part I

(a) (c) No. (b) FMV (or estimate) (d) from Description of noncash property given Date received (see instructions) Part I

423453 11-05-14 Schedule B (Form 9 90 . 990-EZ. or 990 -PFI (20141 55 13421105 742308 53 2014.04030 BERMAN CHARITABLE TRUST 53 1 Schedule B (Form 990, 990-EZ, or 990-PF) (2014) Page 4 Name of organization Employer identification number

D.C.i1111"1LV 1. r14W .L1tiDLL^ IX UJ1 7%-67%V /JJ Part III Exclusively religious , charitable , etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $ 1,000 for the year from any one contributor . Complete columns (a) through ( e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable , etc, contributions of $1,000 or less for the year (Enter this info once) Use duplicate copies of Part III if additional space is needed. (a) No. from (b) Purpose of gift (c) Use of gift (d) Description of how gift is held Part l

(e) Transfer of gift

Transferee 's name, address, and ZIP + 4 Relationship of transferor to transferee

(a) No. from (b) Purpose of gift (c) Use of gift (d) Description of how gift is held Part l

(e) Transfer of gift

Transferee's name , address, and ZIP + 4 Relationshi p of transferor to transferee

(a) No. from (b) Purpose of gift (c) Use of gift (d) Description of how gift is held Part I

(e) Transfer of gift

Transferee' s name , address , and ZIP + 4 Relationship of transferor to transferee

(a) No. from (b) Purpose of gift (c) Use of gift (d) Description of how gift is held Part I

(e) Transfer of gift

Transferee' s name, address, and ZIP + 4 Relationship of transferor to transferee

423454 11-05-14 Schedule B (Form 990 , 990-EZ, or 990-PF) (2014) 56 13421105 742308 53 2014.04030 BERMAN CHARITABLE TRUST 53 1