2024-11-12T07:32:09-06:00 2023-12-31 521003788 KATZ ABOSCH 9690 DEERECO RD STE 500 TIMONIUM MD 21093 990PF 2023-01-01 311602562 HERBERT BEARMAN FOUNDATION HERB 4103699227 CO 9690 DEERECO RD STE 500 TIMONIUM MD 21093 MARK BEARMEN COO 4103699227 2024-11-11 1 1 MICHAEL J AGETSTEIN CPA PFS P00087380 4108286432 2023 2024-10-15 13:58:12Z X 44524182 X X 1201751 1201751 -392156 3524829 0 87215 10787 896810 1212538 157412 0 157412 73434 0 73434 13167 0 13167 19900 6965 12935 293004 270705 22299 43348 3563 12042 28422 0 28422 628687 281233 319711 1858087 1858087 2486774 281233 2177798 -1589964 931305 662862 71856 71856 24405000 23728258 35787366 8667623 8369191 8664960 33735485 32169305 44524182 0 0 X 0 0 0 0 33735485 32169305 33735485 32169305 33735485 32169305 33735485 -1589964 23784 32169305 0 32169305 PUBLICLY TRADED SECURITIES P 2920503 3800811 -880308 -880308 ICAPITAL SP RE VII ACCESS FUND P 2236 2236 2236 ALTEGRIS RENAISSANCE IE FUND P 63791 63791 63791 ALTERGRIS RENAISSANCE IDGE FUND P 20698 -20698 -20698 OUTCOME DRIVEN FUND, LP P 82297 -82297 -82297 ICAPITAL SP RE VII ACCESS FUND P 4870 4870 4870 BSIP ACCESS FUND LP P 1166 13179 -12013 -12013 CAPITAL GAINS DIVIDENDS P 532263 532263 532263 -392156 12945 0 12945 0 12945 33992 0 0 0 33992 0 21047 21047 0 0 0 0 0 0 0 0 0 1 1 0 0 1 MD 1 0 0 0 0 1 WWW.HERBERTBEARMANFOUNDATION.ORG SHELDON BEARMAN 4103699227 7546 HAWKS LANDING DRIVE WEST PALM BEACH FL 33412 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SHELDON BEARMAN 7546 HAWKS LANDING DRIVE WEST PALM BEACH FL 33412 PRESIDENT & TREASURER 20.00 0 0 0 ARLENE BEARMAN 7546 HAWKS LANDING DRIVE WEST PALM BEACH FL 33412 VICE PRESIDENT & SECRETARY 15.00 0 0 0 MARK BEARMAN 3003 MASTERS DRIVE BALTIMORE MD 21209 CHIEF OPERATING OFFICER 40.00 157412 15400 29074 NONE 0 NONE 0 0 42061871 271648 0 42333519 0 0 42333519 635003 41698516 2084926 2084926 12945 12945 2071981 0 2071981 0 2071981 2177798 0 2177798 2071981 2052223 0 0 2177798 2052223 0 0 125575 0 0 0 0 0 0 0 0 1946406 0 0 0 SHELDON BEARMAN 7546 HAWKS LANDING DRIVE WEST PALM BEACH FL 33412 4103699227 THE FORMAL GRANTING PROCESS IS BIANNUAL IN THE SPRING AND FALL. TO BE CONSIDERED, A LETTER OF INQUIRY MUST BE RECEIVED BY THE SUBMISSION DEADLINES FOR BOTH THE SPRING AND FALL CYCLES. PROPOSALS THAT ARE ACCEPTED FOR FURTHER REVIEW MUST HAVE THE COMPLETE APPLICATION SUBMITTED BY THE SPRING AND FALL SUBMISSION DEADLINES. SMALL DISCRETIONARY GRANTS MAY BE CONSIDERED THROUGHOUT THE YEAR. LETTERS OF INQUIRY DUE BY DECEMBER 15/JUNE 15. COMPLETED APPLICATIONS DUE BY FEBRUARY 15/AUGUST 15. THE FOUNDATION SEEKS TO FUND PROGRAMS IN GREATER BALTIMORE, MARYLAND, PALM BEACH COUNTY, FLORIDA, AND ISRAEL. OTHER GEOGRAPHIC AREAS MAY BE CONSIDERED UNDER EXCEPTIONAL CIRCUMSTANCES. THE FOUNDATION PREFERS FUNDING SPECIFIC PROJECTS; HOWEVER, GRANTS FOR GENERAL OPERATING SUPPORT AND NEW INITIATIVES MAY BE CONSIDERED IF SHORT TERM NEEDS CAN BE DEMONSTRATED. 211 PALM BEACH & TREASURE COAST PO BOX 3588 LANTANA FL 33465 NONE 501(C)(3) GENERAL PURPOSE 10000 ADELANTE LATINA 2907 W STRATHMORE AVE BALTIMORE MD 21209 NONE 501(C)(3) GENERAL PURPOSE 10000 ALPERT JEWISH FAMILY SERVICES 5841 CORPORATE WAY SUITE 200 WEST PALM BEACH FL 33407 NONE 501(C)(3) GENERAL PURPOSE 25818 AMERICAN FRIENDS OF ELI 1009 DELENE ROAD RYDAL PA 19046 NONE 501(C)(3) GENERAL PURPOSE 15000 AMERICAN FRIENDS OF LEKET ISRAEL 960 TEANECK ROAD SUITE 200 TEANECK NJ 07666 NONE 501(C)(3) HUNGER RELIEF 50000 AMERICAN FRIENDS OF SHALVA 315 FIFTH AVENUE 6TH FL NEW YORK NY 10016 NONE 501(C)(3) ISRAEL 25000 AMERICAN FRIENDS OF SHMAYA 5906 KEY AVE BALTIMORE MD 21215 NONE 501(C)(3) ISRAEL 5000 AMERICAN FRIENDS OF THE SHMAYA SCHOOL 5906 KEY AVE BALTIMORE MD 21215 NONE 501(C)(3) GENERAL PURPOSES 8000 AMERICAN SOCIETY FOR YAD VASHEM 500 5TH AVE 42 NEW YORK NY 10110 NONE 501(C)(3) GENERAL PURPOSES 30000 ATEF 102 INDUSTRIAL PKWY COLUMBIANA AL 35051 NONE 501(C)(3) GENERAL PURPOSE 25000 BALTIMORE ANIMAL RESCUE AND CARE SHELTER INC 301 STOCKHOLM STREET BALTIMORE MD 21230 NONE 501(C)(3) GENERAL PURPOSE 15000 BALTIMORE HEBREW CONGREGATION 7401 PARK HEIGHTS AVE BALTIMORE MD 21208 NONE 501(C)(3) SYNAGOGUES 20000 BALTIMORE HUNGER PROJECT 9596 DEERECO RD TIMONIUM MD 21093 NONE 501(C)(3) GENERAL PURPOSE 20000 BALTIMORE LAB SCHOOL 2220 ST PAUL ST BALTIMORE MD 21218 NONE 501(C)(3) GENERAL PURPOSE 20000 BALTIMORE MUSEUM OF INDUSTRY 1415 KEY HWY BALTIMORE MD 21230 NONE 501(C)(3) GENERAL PURPOSE 5000 BELEV ECHAD 1766 2ND AVE NEW YORK NY 10128 NONE 501(C)(3) GENERAL PURPOSE 1000 BETH ISRAEL CONGREGATION 3706 CRONDALL LN OWINGS MILLS MD 21117 NONE 501(C)(3) GENERAL PURPOSE 15900 BOYS HOPE GIRLS HOPE BALTIMORE 3817 FLEETWOOD AVE BALTIMORE MD 21206 NONE 501(C)(3) GENERAL PURPOSE 25000 BUILDING STEPS PO BOX 1393 BROOKLANDVILLE MD 21022 NONE 501(C)(3) EDUCATION 15000 CAMP POSSIBILITIES FOUNDATION PO BOX 4411 WILMINGTON DE 19807 NONE 501(C)(3) GENERAL PURPOSE 10000 CENTER FOR ENTREPRENEURIAL JEWISH PHILANTHROPY (CEJP) 435 STRATTON RD NEW ROCHELLE NY 10804 NONE 501(C)(3) COMMUNITY DEVELOPMENT 25000 CENTER FOR URBAN FAMILIES 2201 NORTH MONROE STREET BALTIMORE MD 21217 NONE 501(C)(3) PARENT-CHILD ARTS EDUCATION 15000 CHABAD OF PALM BEACH GARDENS 7026 FAIRVIEW LANE PALM BEACH GARDENS FL 33418 NONE 501(C)(3) SYNAGOGUES 5289 CHANA 101 WEST MOUNT ROYAL AVENUE BALTIMORE MD 21201 NONE 501(C)(3) ASSOCIATED JEWISH CHARITIES 35000 CHASE BREXTON HEALTH SERVICES INC 1111 NORTH CHARLES STREET BALTIMORE MD 21201 NONE 501(C)(3) COMMUNITY HEALTH 2500 CHIZUK AMUNO CONGREGATION 8100 STEVENSON ROAD BALTIMORE MD 21208 NONE 501(C)(3) GENERAL PURPOSE 103610 CLINICS CAN HELP 2560 WESTGATE AVE WEST PALM BEACH FL 33409 NONE 501(C)(3) GENERAL PURPOSE 15000 COMPREHENSIVE HOUSING ASSISTANCE INC 5809 PARK HEIGHTS AVENUE BALTIMORE MD 21215 NONE 501(C)(3) GENERAL PURPOSE 14800 CRISTO REY JESUIT HIGH SCHOOL 420 S CHESTER ST BALTIMORE MD 21230 NONE 501(C)(3) EDUCATION / REDUCING HIGH SCHOOL ATTRITION 25000 CYSTIC FIBROSIS FOUNDATION OF MARYLAND 6931 ARLINGTON RD 2ND FL BETHESDA MD 20814 NONE 501(C)(3) COMMUNITY HEALTH 48500 DYSLEXIA TUTORING PROGRAM 1211 N WESTSHORE BLVD SUITE 314 TAMPA FL 33607 NONE 501(C)(3) GENERAL PURPOSE 25875 EDWARD MYERBERG SENIOR CENTER 3101 FALLSTAFF ROAD BALTIMORE MD 21209 NONE 501(C)(3) COMMUNITY DEVELOPMENT 25000 FRIENDS OF ELNET 5215 OLD ORCHARD RD SUITE 880 SKOKIE IL 60077 NONE 501(C)(3) ISRAEL 30000 FRIENDS OF THE DANIEL CENTERS FOR PROGRESSIVE JUDAISM 5630 WISCONSIN AVENUE 1601 CHEVY CHASE MD 20815 NONE 501(C)(3) GENERAL PURPOSE 5000 FRIENDS OF THE ETHIOPIAN NATIONAL PROJECT 400 AURORA COMMONS CIRCLE 668 AURORA OH 44202 NONE 501(C)(3) GENERAL PURPOSE 5000 FRIENDS OF THE ISRAEL DEFENSE FORCES 1430 BROADWAY NEW YORK NY 10018 NONE 501(C)(3) ISRAEL 50000 FRIENDS OF YAD LKASHISH PO BOX 494 ENGLEWOOD NJ 07631 NONE 501(C)(3) GENERAL PURPOSE 5000 GRANDMA'S PLACE 11490 OKEECHOBEE BLVD SUITE 6 ROYAL PALM BEACH FL 33411 NONE 501(C)(3) GENERAL PURPOSE 10000 HEARING AND SPEECH AGENCY 5900 METRO DRIVE BALTIMORE MD 21215 NONE 501(C)(3) GENERAL PURPOSE 20000 HELPUSADOPTORG PO BOX 787 NEW YORK NY 10150 NONE 501(C)(3) COMMUNITY DEVELOPMENT 5000 IBIS CHARITIES 8225 IBIS BOULEVARD WEST PALM BEACH FL 33412 NONE 501(C)(3) COMMUNITY DEVELOPMENT 2250 IBIS FRIENDS OF VETERANS CHARITABLE FOUNDATION 10256 HERONWOOD LANE WEST PALM BEACH FL 33412 NONE 501(C)(3) COMMUNITY HEALTH 30000 IMPACT ISRAEL 4340 EAST-WEST HWY202 BETHESDA MD 20814 NONE 501(C)(3) GENERAL PURPOSE 23150 INSIDE THE MIDDLE EAST 7009 WALLIS AVE BALTIMORE MD 21215 NONE 501(C)(3) GENERAL PURPOSES 10000 ISRAEL GUIDE DOG CENTER FOR THE BLIND 968 EASTON ROAD SUITE H WARRINGTON PA 18976 NONE 501(C)(3) GENERAL PURPOSE 18000 ISRAEL PARASPORT CENTER 1 NORTHFIELD PLAZA 300 NORTHFIELD IL 60093 NONE 501(C)(3) GENERAL PURPOSE 25000 JAFCO CHILDREN'S VILLAGE 4200 N UNIVERSITY DR SUNRISE FL 33351 NONE 501(C)(3) GENERAL PURPOSE 25000 JEWISH CARING NETWORK 529 N WASHINGTON ST BALTIMORE MD 21205 NONE 501(C)(3) GENERAL PURPOSE 1000 JEWISH COMMUNITY FEDERATION OF BALTIMORE 101 WEST MOUNT ROYAL AVENUE BALTIMORE MD 21201 NONE 501(C)(3) GENERAL PURPOSE 40000 JEWISH COMMUNITY SERVICES 3506 GWYNNBROOK AVE OWINGS MILLS MD 21117 NONE 501(C)(3) ASSOCIATED JEWISH CHARITIES 27100 JEWISH CONNECTION NETWORK 5750 PARK HEIGHTS AVE BALTIMORE MD 21215 NONE 501(C)(3) MACKS CENTER 16000 JEWISH FEDERATION OF PALM BEACH CO 4601 COMMUNITY DRIVE WEST PALM BEACH FL 33417 NONE 501(C)(3) GENERAL PURPOSE 112500 JEWISH MUSEUM OF MARYLAND 15 LLOYD ST BALTIMORE MD 21202 NONE 501(C)(3) GENERAL PURPOSE 25000 JEWISH VOLUNTEER CONNECTION 5708 PARK HEIGHTS AVE BALTIMORE MD 21215 NONE 501(C)(3) SUPPLIES FOR SUCCESS 260 KENNEDY KRIEGER INSTITUTE 707 N BROADWAY ST BALTIMORE MD 21205 NONE 501(C)(3) GENERAL PURPOSE 45000 KEREN OR INC 350 SEVENTH AVENUE SUITE 701 NEW YORK NY 10001 NONE 501(C)(3) GENERAL PURPOSE 27000 KIPP BALTIMORE 4701 GREENSPRING AVE BALTIMORE MD 21209 NONE 501(C)(3) BLENDED LEARNING PROGRAM 20550 LEVELING THE PLAYING FIELD 1794 UNION AVENUE BALTIMORE MD 21211 NONE 501(C)(3) GENERAL PURPOSE 10000 LIVING CLASSROOMS FOUNDATION 1417 THAMES STREET BALTIMORE MD 21231 NONE 501(C)(3) COMMUNITY DEVELOPMENT / GEM 35000 MARYLAND THERAPEUTIC RIDING INC 11141 SUNRISE BEACH ROAD CROWNSVILLE MD 21032 NONE 501(C)(3) GENERAL PURPOSE 10000 MOVABLE FEAST 901 NORTH MILTON AVENUE BALTIMORE MD 21205 NONE 501(C)(3) COMMUNITY DEVELOPMENT 15000 NATIONAL AQUARIUM-BALTIMORE 501 EAST PRATT STREET BALTIMORE MD 21202 NONE 501(C)(3) COMMUNITY DEVELOPMENT 20000 NATIONAL COUNCIL OF JEWISH WOMEN 1707 L ST NW 950 WASHINGTON DC 20036 NONE 501(C)(3) COMMUNITY DEVELOPMENT 5000 NER TAMID CONGREGATION 6214 PIMLICO RD BALTIMORE MD 21209 NONE 501(C)(3) ELDERLY EDUCATION/ENTERTAINMENT 105 PALM BEACH COUNTY FOOD BANK 525 GATOR DR LANTANA FL 33462 NONE 501(C)(3) COMMUNITY HEALTH 45000 PARKINSON'S FOUNDATION 200 SE 1ST STREET STE 800 MIAMI FL 33131 NONE 501(C)(3) DISEASE RESEARCH 30000 PEF ISRAEL ENVIRONMENT 630 THIRD AVENUE STE 1501 NEW YORK NY 10017 NONE 501(C)(3) ENDOWMENT 25000 PORT DISCOVERY 35 MARKET PLACE BALTIMORE MD 21201 NONE 501(C)(3) GENERAL PURPOSE 15000 REUT USA 8383 WILSHIRE BLVD SUITE 400 BEVERLY HILLS CA 90211 NONE 501(C)(3) GENERAL PURPOSE 25000 ROBERTA'S HOUSE 2510 ST PAUL STREET 101 BALTIMORE MD 21218 NONE 501(C)(3) GENERAL PURPOSE 25000 SAVE A CHILD'S HEART 10500 CHAPEL ROAD18 POTOMAC MD 20854 NONE 501(C)(3) GENERAL PURPOSE 30000 SUNRISE DAY CAMPS ASSOCIATION INC 15 NEIL CT OCEANSIDE NY 11572 NONE 501(C)(3) GENERAL PURPOSE 2000 TEENS WITH TRAUMA 14511 VENTRY FARM COURT SPARKS MD 21152 NONE 501(C)(3) GENERAL PURPOSE 5000 THE ASSOCIATED JEWISH FEDERATION OF BALTIMORE 101 WEST MOUNT ROYAL AVENUE BALTIMORE MD 21201 NONE 501(C)(3) CENTENNIAL ENDOWMENT / ANNUAL CAMPAIGN 218000 THE BALTIMORE CITY COLLEGE ALUMNI ASSOCIATION 3220 THE ALAMEDA A BALTIMORE MD 21218 NONE 501(C)(3) GENERAL PURPOSE 100 THE DANIEL CENTERS FOR PROGRESSIVE JUDAISM 62 BNEI DAN STREET TEL AVIV ISRAEL IS NONE 501(C)(3) ISRAEL 1800 THE MARYLAND BOOK BANK INC 1794 UNION AVE BALTIMORE MD 21211 NONE 501(C)(3) GENERAL PURPOSE 10000 THE PAP CORPS 1166 WEST NEWPORT CENTER DRIVE3848 FAU BLVD SUITE 305 DEERFIELD BEACH FL 33442 NONE 501(C)(3) COMMUNITY HEALTH 180 THREAD INC PO BOX 1584 BALTIMORE MD 21203 NONE 501(C)(3) AFTER SCHOOL PROGRAM 20000 TIKVA CHILDREN'S HOME 8 HENDERSON DR WEST CALDWELL NJ 07006 NONE 501(C)(3) GENERAL PURPOSE 10000 UNIVERSITY OF MARYLAND ST JOSEPH FOUNDATION INC 7601 OSLER DRIVE TOWSON MD 21204 NONE 501(C)(3) GENERAL PURPOSE 15000 WHEELCHAIRS 4 KIDS 1976 S PINELLAS AVENUE TARPM SPRINGS FL 34689 NONE 501(C)(3) COMMUNITY HEALTH 15000 ZAKA RESCUE AND RECOVERY 11 BROADWAY SUITE 1070 NEW YORK NY 10004 NONE 501(C)(3) GENERAL PURPOSE 1800 1858087 0 14 1201751 14 87215 18 -392156 0 896810 0 896810 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 19900 6965 12935 CHARLES SCHWAB INVESTMENTS - SECURITIES 23728258 35787366 CMS PLATINUM FUND AT COST 141873 141873 OUTCOME DRIVEN FUND AT COST 2079597 1928744 ICAPITAL SP RE VII ACCESS FUND AT COST 445240 769272 ALTEGRIS RENAISSANCE IE FUND AT COST 1109571 1109571 ALTERGRIS RENAISSANCE IDGE FUND AT COST 750808 750808 BLACKSTONE REAL ESTATE INCOME TRUST CLASS I AT COST 1931033 1831159 CNL STRATEGIC CAPTIAL LLC AT COST 962310 1080821 BSIP ACCESS FUND LP AT COST 948759 1052712 LEGAL FEES 13167 0 13167 TELEPHONE & INTERNET 6532 0 6532 OFFICE EXPENSES 12021 0 12021 COMPUTER/IT EXPENSES 2929 0 2929 STORAGE COSTS 5650 0 5650 BANK CHARGES 40 0 40 OTHER INSURANCE 1250 0 1250 NON-DIVIDEND DISTRIBUTIONS 76428 0 76428 OTHER INCOME FROM PASSTHROUGH ENTITIES 10787 10787 10787 COST BASIS ADJUSTMENT 23784 INVESTMENT FEES 293004 270705 22299 PAYROLL TAXES 12042 0 12042 FOREIGN TAXES PAID 3563 3563 0 FEDERAL TAXES 27743 0 0