2024-11-13T11:58:21-06:00 2023-12-31 521544136 BORMEL GRICE & HUYETT PA 14409 GREENVIEW DR STE 201 LAUREL MD 207083293 990PF 2023-01-01 311684732 THE DENNIS BERMAN FAMILY FOUNDATION INC ROBI 3018161555 5410 EDSON LANE 220 ROCKVILLE MD 208523195 DENNIS BERMAN PRESIDENT 3018161555 2024-11-04 1 1 LARRY P BORMEL CPA P00723627 3019533259 2023 2024-10-15 13:58:12Z X 5255238 X 1800000 30688 30688 18956 18956 0 1849644 49644 0 0 0 9640 9640 0 513 513 0 10153 10153 0 1531593 1531593 1541746 10153 1531593 307898 39491 3225564 716409 716409 0 2800000 2800000 938388 960904 1738829 4163952 4477313 5255238 170436 175899 170436 175899 X 0 0 0 0 3993516 4301414 3993516 4301414 4163952 4477313 3993516 307898 0 4301414 0 4301414 549 0 549 0 549 0 0 300 0 300 7 256 0 0 0 0 0 0 0 0 0 0 1 1 MD 1 0 0 0 0 1 N/A DENNIS BERMAN 3018161555 5410 EDSON LANE 220 ROCKVILLE MD 20852 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DENNIS BERMAN 5410 EDSON LANE 220 ROCKVILLE MD 20852 DIRECTOR 1.00 0 0 0 JEFFREY BERMAN 5410 EDSON LANE 220 ROCKVILLE MD 20852 DIRECTOR 1.00 0 0 0 BRIAN BERMAN 5410 EDSON LANE 220 ROCKVILLE MD 20852 DIRECTOR 1.00 0 0 0 LARRY BORMEL 14409 GREENVIEW DRIVE 201 LAUREL MD 20708 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 0 569388 4520905 5090293 0 175899 4914394 73716 4840678 242034 242034 549 549 241485 0 241485 0 241485 1531593 0 1531593 241485 0 0 1587587 1625909 1665217 1299025 1567929 7745667 1531593 0 0 0 241485 1290108 0 0 9035775 0 0 0 0 0 0 1587587 7448188 1625909 1665217 1299025 1567929 1290108 DENNIS BERMAN X AISH HATORAH LOS ANGELES 1458 S ROBERTSON BLVD LOS ANGELES CA 90035 N/A PC CHARITABLE 3600 AISH HATORAH OF GREATER WASHINGTON 11418 OLD GEORGETOWN ROAD ROCKVILLE MD 20852 N/A PC CHARITABLE 16000 AISHCOM 915 CLIFTON AVE SUITE 4 CLIFTON NJ 07013 N/A PC CHARITABLE 10000 ALEF BET MONTESSORI SCHOOL 6125 TUCKERMAN LN N BETHESDA MD 20852 N/A PC CHARITABLE 6000 AMERICAN FRIENDS OF KIRYAT CHINUCH LEBONIM 42 W 39TH ST 4TH FL NEW YORK NY 10018 N/A PC CHARITABLE 4600 AMERICAN FRIENDS OF LUBAVITCH 2110 LEROY PLACE NW WASHINGTON DC 20008 N/A PC CHARITABLE 5400 AMERICAN FRIENDS OF YESHIVAT LEV HATORAH 166 EDGEMONT PL TEANECK NJ 07666 N/A PC CHARITABLE 5000 AOPA FOUNDATION 421 AVIATION WAY FREDERICK MD 21701 N/A PC CHARITABLE 1000 ASCENT OF SAFED 408 PARK AVENUE WOODBURY NY 11797 N/A PC CHARITABLE 4000 ASIRT 11769 GAINSBOROUGH RD POTOMAC MD 20854 N/A PC CHARITABLE 500 BAIS HAMEDRASH AND MESIVTA OF BALTIMORE 6823 OLD PIMLICO RD BALTIMORE MD 21209 N/A PC CHARITABLE 3600 BAIS YAAKOV SCHOOL FOR GIRLS 11111 PARK HEIGHTS AVE OWINGS MILLS MD 21117 N/A PC CHARITABLE 6000 BETH MEDRASH GOVOHA 601 PRIVATE WAY LAKEWOOD NJ 08701 N/A PC CHARITABLE 25000 BETH SHOLOM CONGREGATION 11825 SEVEN LOCKS ROAD POTOMAC MD 20854 N/A PC CHARITABLE 6675 BETH SINAI 13 LAKE STREET KAUNEONGA LAKE NY 12749 N/A PC CHARITABLE 4000 BIKUR CHOLIM OF GREATER WASHINGTON 12320 PARKLAWN DR ROCKVILLE MD 20852 N/A PC CHARITABLE 5000 BNOS YISROEL BALTIMORE 6300 PARK HEIGHTS AVENUE BALTIMORE MD 21215 N/A PC CHARITABLE 2700 CHABAD - UT 2101 NUECES STREET AUSTIN TX 78705 N/A PC CHARITABLE 5000 CHABAD LUBAVITCH UPPER MONTOMGERY COUNTY 11520 DARNESTOWN ROAD GAITHERSBURG MD 20878 N/A PC CHARITABLE 6500 CHABAD OF HEBRON 686 EMPIRE BLVD BROOKLYN NY 11213 N/A PC CHARITABLE 3000 CHABAD OF POTOMAC VILLAGE 10500 BURBANK DRIVE POTOMAC MD 20854 N/A PC CHARITABLE 25000 CHABAD OF ROCKVILLE 6336 WINDERMERE CIRCLE ROCKVILLE MD 20852 N/A PC CHARITABLE 4500 CHABAD ON CAMPUS 719 EASTERN PARKWAY 1ST FLOOR BROOKLYN NY 11213 N/A PC CHARITABLE 2500 CHABAD SHUL 11826 SEVEN LOCKS ROAD POTOMAC MD 20854 N/A PC CHARITABLE 155500 CHABAD UNIVERSITY OF MARYLAND 7403 HOPKINS AVE COLLEGE PARK MD 20740 N/A PC CHARITABLE 2400 CHEDER CHABAD 5713 PARK HEIGHTS AVENUE BALTIMORE MD 21215 N/A PC CHARITABLE 1500 CHOFETZ CHAIM HERITAGE FOUNDATION 361 SPOOK ROCK RD SUFFERN NY 10901 N/A PC CHARITABLE 10000 CLARION PROJECT 1856 N NOB HILL RD 210 PLANTATION FL 33322 N/A PC CHARITABLE 5000 COLEL CHABAD 806 EASTERN PARKWAY BROOKLYN NY 11213 N/A PC CHARITABLE 12000 CONGREGATION MINCHAS YITZCHOK INC 1103 ARCOLA AVE SILVER SPRING MD 20902 N/A PC CHARITABLE 20000 CORNELL UNIVERSITY PO BOX 37334 BOONE IA 50037 N/A PC CHARITABLE 1500 DESTINY FOUNDATION 564 MARC DRIVE LAKEWOOD NJ 08701 N/A PC CHARITABLE 5000 EMATAI 3926 WTOUHY AVE 365 LINCOLNWOOD IL 60712 N/A PC CHARITABLE 1800 EMET PO BOX 66366 WASHINGTON DC 20035 N/A PC CHARITABLE 10360 ETZ CHAIM SCHOOL 3702 FORDS LANE BALTIMORE MD 21215 N/A PC CHARITABLE 3600 EZER MIZION 5225 NEW UTRECT AVENUE 3RD FLOOR BROOKLYN NY 11219 N/A PC CHARITABLE 3600 FIDF PO BOX 395 STEVENSON MD 21153 N/A PC CHARITABLE 10000 FOREVER FROSTY FOUNDATION PO BOX 2118 JUPITER FL 33468 N/A PC CHARITABLE 1200 FRIENDS OF IR DAVID 99 WALL ST 5727 NEW YORK NY 10005 N/A PC CHARITABLE 5000 FRIENDS OF LUBAVITCH 11621 SEVEN LOCKS ROAD POTOMAC MD 20854 N/A PC CHARITABLE 25000 FRIENDS OF MAYANOT 461 PARK AVENUE SOUTH 2ND FL NEW YORK NY 10016 N/A PC CHARITABLE 10000 FRIENDS OF ZO ARTZEINU PO BOX 241 CEDARHURST NY 11516 N/A PC CHARITABLE 10000 FRIENDSHIP CIRCLE 10321 CROWN POINT CT POTOMAC MD 20854 N/A PC CHARITABLE 8000 GINDI MAIMONIDES ACADEMY 8511 BEVERLY PLACE LOS ANGELES CA 90048 N/A PC CHARITABLE 6000 GW HILLEL 2101 F STREET NW WASHINGTON DC 20052 N/A PC CHARITABLE 3600 GWCK 10900 LOCKWOOD DRIVE SILVER SPRING MD 20901 N/A PC CHARITABLE 12000 GYE CORPORATION - GUARD YOUR EYES PO BOX 32380 PIKESVILLE MD 21282 N/A PC CHARITABLE 3000 HARFORD CHABAD 15 NORTH BOND STREET BEL AIR MD 21014 N/A PC CHARITABLE 10000 HASBARA FELLOWSHIP 228 PARK AVE S 94319 NEW YORK NY 10003 N/A PC CHARITABLE 10000 HATIKVAH EDUCATIONAL FOUNDATION 1403 GILLINGHAM LN 200 SUGAR LAND TX 77478 N/A PC CHARITABLE 12000 HEBREW SHELTERING HOME OF GREATER WASHINGTON 11524 DAFFODIL LN SILVER SPRING MD 20902 N/A PC CHARITABLE 1400 HERITAGE HOUSE INC 8418 115TH ST RICHMOND HILL NY 11418 N/A PC CHARITABLE 2300 HONEST REPORTING 165 EAST 56TH ST 2ND FLOOR NEW YORK NY 10022 N/A PC CHARITABLE 10000 IN SHIFRA'S ARMS PO BOX 7212 SILVER SPRING MD 20910 N/A PC CHARITABLE 7000 INSTITUTE FOR DAYANIM PO BOX 290605 BROOKLYN NY 11229 N/A PC CHARITABLE 7500 ISRAEL SELECT FUND 144-16 68TH AVE FLUSHING NY 11367 N/A PC CHARITABLE 25000 IWI US INC 1441 STONERIDGE DRIVE MIDDLETOWN PA 17057 N/A PC CHARITABLE 500 JCC OF GREATER WASHINGTON 6125 MONTROSE RD ROCKVILLE MD 20852 N/A PC CHARITABLE 4000 JCRAFTS 13411 ARCTIC AVENUE ROCKVILLE MD 20853 N/A PC CHARITABLE 18000 JCRC 6101 EXECUTIVE BLVD SUITE 300 NORTH BETHESDA MD 20852 N/A PC CHARITABLE 45000 JEMS ACADEMY 1117 NE 163RD ST C NORTH MIAMI BEACH FL 33162 N/A PC CHARITABLE 10000 JERUSALEM FELLOWSHIPS 28 PARK AVE AIRMONT NY 10952 N/A PC CHARITABLE 10000 JERUSALEM KOLLEL 190 GLEN AVENUE SOUTH LAKEWOOD NJ 08701 N/A PC CHARITABLE 3600 JEWISH COLLEGIATE NETWORK 3702 FORDS LANE BALTIMORE MD 21215 N/A PC CHARITABLE 1200 JEWISH FEDERATION OF GREATER WASHINGTON 6101 EXECUTIVE BLVD 100 NORTH BETHESDA MD 20852 N/A PC CHARITABLE 100000 JEWISH ROC 11304 OLD GEORGETOWN ROAD ROCKVILLE MD 20852 N/A PC CHARITABLE 10000 KEHILAT PARDES - THE ROCK CREEK SYNAGOGUE 13300 ARCTIC AVENUE ROCKVILLE MD 20853 N/A PC CHARITABLE 42500 KEREN YAD ZLATA FUND 5713 BRADLEY BLVD BETHESDA MD 20815 N/A PC CHARITABLE 1500 KIDS CONNECT CHARITABLE FUND 12030 SUNRISE VALLEY DRIVE SUITE 450 RESTON VA 20191 N/A PC CHARITABLE 700 KOLLEL AVODAS LEVI 400 MOUNT WILSON LANE BALTIMORE MD 21208 N/A PC CHARITABLE 7500 KOLLEL DIRSHU SILVER SPRING 10612 WOODSDALE DR SILVER SPRING MD 20901 N/A PC CHARITABLE 900 LUBAVITCH CENTER FOR JEWISH EDUCATION 770 HOWES LANE COLUMBIA MD 21044 N/A PC CHARITABLE 1500 MARYLAND JEWISH EXPERIENCE 4607 KNOX RD COLLEGE PARK MD 20740 N/A PC CHARITABLE 8600 MELVIN J BERMAN HEBREW ACADEMY 13300 ARCTIC AVENUE ROCKVILLE MD 20853 N/A PC CHARITABLE 134458 MERKAZ HATORAH COMMUNITY KOLLEL 312 N DETROIT ST LOS ANGELES CA 90036 N/A PC CHARITABLE 5000 MESORAH DC 10621 WOODSDALE DRIVE SILVER SPRING MD 20901 N/A PC CHARITABLE 2000 MESORAH HERITAGE FOUNDATION 313 REGINA AVENUE RAHWAY NJ 07065 N/A PC CHARITABLE 37500 MOMENTUM 6101 EXECUTIVE BLVD 126 ROCKVILLE MD 20852 N/A PC CHARITABLE 50000 NATIONAL CAPITAL HEBREW CEMETERY ASSOC 4708 FABLE STREET CAPITOL HEIGHTS MD 20742 N/A PC CHARITABLE 7000 NCSY 11 BROADWAY 13TH FLOOR NEW YORK NY 10004 N/A PC CHARITABLE 18000 NER ISRAEL RABBINCAL COLLEGE 400 MT WILSON LN BALTIMORE MD 21208 N/A PC CHARITABLE 10000 NER L'HOREINU INC 116 SOUTH FOURTH AVENUE HIGHLAND PARK NJ 08904 N/A PC CHARITABLE 750 OHEL AVRAHAM PO BOX 85391 CHICAGO IL 60689 N/A PC CHARITABLE 3300 OHR SOMAYACH INTERNATIONAL 1399 CONEY ISLAND AVE BROOKLYN NY 11229 N/A PC CHARITABLE 1500 OPENDOR MEDIA 11110 W OAKLAND PARK BLVD SUITE 288 SUNRISE FL 33351 N/A PC CHARITABLE 5000 OPERATION EMBRACE 350-C FORTUNE TERRACE PMB 209 POTOMAC MD 20854 N/A PC CHARITABLE 25000 PEF ISRAEL ENDOWMENT FUNDS INC 630 THIRD AVE SUITE 1501 NEW YORK NY 10017 N/A PC CHARITABLE 3600 P'EYLIM LEV L'ACHIM 1034 EAST 12TH ST BROOKLYN NY 11230 N/A PC CHARITABLE 28000 PROJECT EXTREME 335 CENTRAL AVE LAWRENCE NY 11559 N/A PC CHARITABLE 5000 RAJE MARYLAND 2401 BARE ROAD BALTIMORE MD 21209 N/A PC CHARITABLE 1500 REACHOUT JEWISH EDUCATIONAL SERVICES 2311 HARWEY ROAD BALTIMORE MD 21209 N/A PC CHARITABLE 1350 SHALVA 441 LEXINGTON AVENUE 602 NEW YORK NY 10017 N/A PC CHARITABLE 10000 SHORESH INC 3723 OLD COURT RD 206 BALTIMORE MD 21208 N/A PC CHARITABLE 5000 SHUVURETURN 10 ROCKEFELLER PLAZA SUITE 909 NEW YORK NY 10020 N/A PC CHARITABLE 14000 SOS INTERNATIONAL 1101 WESTON PARKWAY 900 ROCKVILLE MD 20852 N/A PC CHARITABLE 3600 SULAM 13300 ARCTIC AVENUE ROCKVILLE MD 20853 N/A PC CHARITABLE 18000 SUNFLOWER BAKERY 5951 HALPINS RD ROCKVILLE MD 20851 N/A PC CHARITABLE 1500 TALMUDIC UNIVERSITY 4000 ALTON RD MIAMI BEACH FL 33140 N/A PC CHARITABLE 9000 THANK ISRAEL SOLDIERS PO BOX 644735 PITTSBURGH PA 15264 N/A PC CHARITABLE 5000 TORAH INSTITUTE OF BALTIMORE 35 ROSEWOOD LANE OWINGS MILLS MD 21117 N/A PC CHARITABLE 20000 TORAH SCHOOL OF GREATER WASHINGTON 2010 LINDEN LANE SILVER SPRING MD 20910 N/A PC CHARITABLE 25000 TORAH SCHOOLS FOR ISRAEL 1607 45TH ST LOWER LEVEL BROOKLYN NY 11204 N/A PC CHARITABLE 7500 TWISTED PARENTING 1960 SCHENECTADY AVENUE BROOKLYN NY 11234 N/A PC CHARITABLE 4000 UMMS FOUNDATION 110 S PACA ST BALTIMORE MD 21201 N/A PC CHARITABLE 5000 UNIVERSITY OF MARYLAND HILLEL 7612 MOWATT LN COLLEGE PARK MD 20740 N/A PC CHARITABLE 4500 YAD YEHUDA OF GREATER WASHINGTON 812 HYDE CT SILVER SPRING MD 20902 N/A PC CHARITABLE 26500 YESHIVA CHAIM BERLIN 1585 CONEY ISLAND AVENUE BROOKLYN NY 11230 N/A PC CHARITABLE 7500 YESHIVA MIGDAL TORAH 1191 EAST 18TH STREET BROOKLYN NY 11230 N/A PC CHARITABLE 22000 YESHIVA MIR YERUSHALAYIM 5227 NEW UTRECHT AVENUE BROOKLYN NY 11219 N/A PC CHARITABLE 18000 YESHIVA OF GREATER WASHINGTON 2010 LINDEN LANE SILVER SPRING MD 20910 N/A PC CHARITABLE 107500 YESHIVA TORAH VODAATH AND MESIVTA 425 EAST 9TH ST BROOKLYN NY 11218 N/A PC CHARITABLE 6500 YIEIP 11618 SEVEN LOCKS DRIVE POTOMAC MD 20854 N/A PC CHARITABLE 35200 ZICHRON TZVI ELIMELECH FUND 75-04 169TH STREET FRESH MEADOWS NY 11366 N/A PC CHARITABLE 5000 1531593 0 14 30688 14 18956 0 49644 0 49644 0 0 0 0 0 0 0 0 0 0 X X 1 DENNIS BERMAN 11705 GAINSBOROUGH ROAD POTOMAC MD 20854 1800000 X ACCOUNTING FEES 9640 9640 0 PURSUANT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE DENNIS BERMAN FAMILY FOUNDATION, INC. EIN 31-1684732, HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS._______________________________________DENNIS BERMAN, DIRECTOR _______________________________________DATE 2800000 2800000 0 0 VINTAGE CAPITAL PARTNERS, LP FMV 48396 48396 TZG-DIVERSIFIED, LLC FMV 189747 189747 EJF INVESTMENTS LIMITED FMV 42128 42128 WELLS FARGO INVESTMENT FMV 680633 1458558 OTHER PORTFOLIO DEDUCTIONS (K-1 FORMS) 381 381 0 TAXES 132 132 0 PASSTHROUGH DEBT 170436 175899