2025-11-05T17:15:08-06:00 2024-12-31 134986540 Carter Ledyard & Milburn LLP 28 Liberty St New York NY 10005 990 2024-01-01 133068203 Fondation BERMA BERM 2127323200 co Carter Ledyard 28 Liberty St New York NY 10005 Nicholas Huttman Member of Council 2127323200 2025-10-30 1 1 Denise A Dixon P01374700 2127323200 2024 2025-03-06 01:10:19Z Nicholas Huttman 6 Rue de Saint-Leger Geneva SZ 25122528 0 X N/A X Fndn. 1980 CH Religious, charitable, scientific, educational and social welfare purposes. 5 5 0 0 52288 7936 1217 1295 0 0 3466230 4305528 -149477 -1322980 3317970 2983843 8981155 9818683 0 0 42291 41908 0 0 0 480757 462633 9504203 10323224 -6186233 -7339381 283348233 304058701 255448 350684 283092785 303708017 Religious, charitable, scientific, educational and social welfare purposes. 0 0 9818683 9818683 Grants and allocations for educational, cultural, religious and social welfare purposes as per attached schedule. 9818683 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 1 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 1 0 1 0 0 0 1 1 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 1 0 1 1 0 0 1 0 0 0 0 0 0 X Ilana Paskar CPA 7226330333 Yad Hanadiv 4 Washington Street Jerusalem IS 9418704 X Beatrice Rosenberg President 0.50 X 0 0 0 Daniele Falter Secretary 0.50 X 0 0 0 Viviane Hirsch Member of Council 0.50 X 0 0 0 Nicholas Huttman Member of Council 0.50 X 0 0 0 Yigal Mersel Member of Council 0.50 X 0 0 0 BERMA Trust SA Nominates Council Members 9.00 X 31540 0 0 31540 0 0 0 0 0 0 Windmill Hill Asset Management Limited Waddesdon Aylesbury Bucks UK Investment Administration 708922 1 1295 1295 2094425 52288 2042137 7221820 17127968 5978479 16160206 1243341 967762 2211103 2211103 Net gain on foreign ex 900099 -1322980 -1322980 -1322980 2983843 0 52288 2930260 9818683 9818683 41908 41908 100000 100000 1574 1574 24002 24002 144928 144928 9268 9268 Taxes 69464 69464 Safe custody and other 67475 67475 Professional fees (Othe 45922 45922 10323224 9818683 504541 0 44656997 30938602 1355 198963 14146872 9891832 224543009 263029304 283348233 304058701 120112 124755 135336 225929 255448 350684 X 0 0 0 0 283092785 303708017 283092785 303708017 283348233 304058701 -7339381 27954613 0 X 0 1 X 1 0 0 1682710 C (The detailed list can be requested) 261346594 F 263029304 Administration services 153090 Investment performance fees 72839 225929 30938456 27954613 27954613 2983843 0 2983843 10323224 0 10323224 0 10323224 Part VII - Investments-Other Securities. Line 3 (Other): The organization pursues sophisticated and proprietary investment strategies and would suffer financial harm if these became widely known. The organization will provide detailed asset holdings to the Internal Revenue Service upon request. 1 Middle East (Israel) 0 1 Grants to recipients 9505921 Europe 0 1 Grants to recipients 312762 Middle East (Israel) 0 1 Grants administration 100000 0 2 0 0 0 2 9918683 0 9918683 Europe Society and Culture 11364 Wire Transfer 0 FMV Europe Society and Culture 17045 Wire Transfer 0 FMV Europe Society and Culture 68182 Wire Transfer 0 FMV Europe School IT system 17045 Wire Transfer 0 FMV Europe Society and Culture 17407 Wire Transfer 0 FMV Europe School social workers 45455 Wire Transfer 0 FMV Europe Education 28131 Wire Transfer 0 FMV Europe Education 17045 Wire Transfer 0 FMV Europe Subsidised meals 33700 Wire Transfer 0 FMV Europe Tuition for needy students 14205 Wire Transfer 0 FMV Europe Tuition for needy students 43182 Wire Transfer 0 FMV Middle East (Israel) Memorial Gardens 358440 Wire Transfer 0 FMV Middle East (Israel) Memorial gardens 37808 Wire Transfer 0 FMV Middle East (Israel) Health research 93077 Wire Transfer 0 FMV Middle East (Israel) Scientific research 368818 Wire Transfer 0 FMV Middle East (Israel) Humanities 242881 Wire Transfer 0 FMV Middle East (Israel) Early childhood 44330 Wire Transfer 0 FMV Middle East (Israel) Early childhood 46525 Wire Transfer 0 FMV Middle East (Israel) Education 717201 Wire Transfer 0 FMV Middle East (Israel) Museum 95890 Wire Transfer 0 FMV Middle East (Israel) Youth leadership 32600 Wire Transfer 0 FMV Middle East (Israel) Education 35948 Wire Transfer 0 FMV Middle East (Israel) Education 47367 Wire Transfer 0 FMV Middle East (Israel) Education 136157 Wire Transfer 0 FMV Middle East (Israel) Early childhood 44036 Wire Transfer 0 FMV Middle East (Israel) Museum 106970 Wire Transfer 0 FMV Middle East (Israel) Marine conservation 84788 Wire Transfer 0 FMV Middle East (Israel) Music Centre 1179841 Wire Transfer 0 FMV Middle East (Israel) Memorial gardens 5603061 Wire Transfer 0 FMV Middle East (Israel) Memorial gardens 230182 Wire Transfer 0 FMV 30 0 0 1 1 1 0 Part I, Line 2: For grant applicants, the Foundation reviews the following information: (a) Confirmation of non-profit status (b) Budgets and budget assumptions for the project for which the grant funds are being applied (c) Audited statements (d) Valid tax certifications (e) References All grants are approved by the Foundation Council and the grantee is required to sign a grant letter confirming the terms of the grant. All applicants whose projects are approved must provide a detailed work plan which is submitted to the relevant project manager. For large strategic grants there is also a Kick-Off meeting(s) wherein the Foundation and the Grantee go over the whole process and ensure that expectations and plans are coordinated and reconciled. Grant payments are subject to detailed progress and financial reports. If interim reports are unsatisfactory, investigation is commenced and/or future grant funding is suspended. On completion of each project the grantee is required to submit a final report. BERMA Trust SA Nominates council members of Fondation BERMA 31540 Admin. svcs. 0 Yad Hanadiv CC Common control 100000 Grant admin. 0 Form 990, Part VI, Section A, line 7a BERMA Trust S.A. appoints the council members of Fondation Berma. Form 990, Part VI, Section B, line 11b The organization provides its Form 990 to the Foundation's Board Members for comments and review prior to filing. Form 990, Part VI, Section C, line 19 The organization maintains its organizational records and makes them available for public review to the extent required by Swiss law. Form 990, Part VII, Section A Line 1(A)(1): Berma Trust S.A. appoints council members of Fondation Berma and is not a trustee. It was categorized as an "institutional trustee" in this Section merely because the other options were less applicable. Jader Trust No 4 c/o Carter Ledyard 28 Liberty St New York NY 10005 510099477 Social Welfare DE 501(c)(4) 0 Bat Hanadiv Fndn No 3 c/o Carter Ledyard 28 Liberty St New York NY 10005 133091620 Private Foundation BD 501(c)(3) PF 0 Yad Hanadiv (A Rothschild Foundation) Mintflower Pl 19 Par La-Ville Rd Hamilton BD *(See Supplemental Information) BD C 0 Windmill Hill Asset Management Ltd Silk Street Waddesdon Aylesbury Bucks UK *(See Supplemental Information) UK Fondation BERMA C 6826523 2125614 1 BERMA Trust SA 6 Rue de Saint-Leger Geneva SZ Services Company SZ Yad Hanadiv C 0 Yad Hanadiv CC 4 Washington Street Jerusalem IS Grant Administration IS Its Council C 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 BERMA Trust SA C 1295 Board Discretion BERMA Trust SA M 31540 Market Rate Windmill Hill Asset Management Limited M 708922 Market Rate Yad Hanadiv CC M 100000 Market Rate F Schedule R - Part IV, Line 1: Yad Hanadiv (A Rothschild Foundation): Primary Activity - Column (b): Yad Hanadiv is the sole shareholder of BERMA Trust S.A., which provides services to Fondation BERMA. Schedule R - Part IV Line, 2: Windmill Hill Asset Management: Primary Activity: Column (b) - Investment Management. Percentage of Ownership: Column (h) - Fondation BERMA has 49% of the voting shares of Windmill Hill Asset Management Limited and 78% share of the non-voting shares of Windmill Hill Asset Management Limited.