2024-08-07T12:41:11-07:00 2023-12-31 562667099 Berson Financial Group Inc 16255 Ventura Blvd Ste 800 Encino CA 91436 990PF 2023-01-01 954509070 Hall Family Foundation IRRV TR HALL 8187899090 16255 Ventura Blvd Suite 800 Encino CA 91436 Sharon Hall Trustee 2024-08-07 true true Steven B Berson P00129656 8187899090 2023 2024-08-08 14:25:15Z X X 3741954 X X 138828 132219 12112 1214806 12112 39598 43166 190538 187497 13044 13044 4529 4529 8814 3367 26387 20940 0 126320 126320 152707 20940 126320 37831 166557 209074 226593 226593 530756 333682 361876 157142 157788 200434 943468 1248836 1411241 1650524 1564439 1541810 1 3490964 3531339 3741954 106006 41295 106006 41295 X 3384958 3490044 3384958 3490044 3490964 3531339 3384958 37831 67255 3490044 3490044 UBS 2595 ST Covered P 2023-01-01 2023-12-31 33923 54552 -20629 -20629 UBS 2595 LT Covered P 2022-01-01 2023-12-31 75744 69158 6586 6586 UBS 6803 ST Covered P 2023-01-01 2023-12-31 34768 25000 9768 9768 UBS 6803 LT Covered P 2022-01-01 2023-12-31 512537 498309 14228 14228 5,000.000 CITIGROUP GLOBAL MARKETS UO P 2022-10-27 2023-08-01 50000 50000 5,000.000 HSBC USA INC UO TA-CYN RTY SX5E P 2023-01-17 2023-07-19 100000 100000 5,000.000 CANADIAN IMPERAL BANK TA-CYN SPX P 2021-11-30 2023-12-05 50000 50000 5,000.000 CREDIT SUISSE AG L/O T-GEARS SPX P 2018-01-29 2023-01-31 67270 50000 17270 17270 25,000.000 FORT LAUDERDALE FL SPL O TAX RV P 2012-10-11 2023-01-01 25000 25000 2,000.000 HSBC USA INC TA-CYN T 09/18/2024 P 2019-09-13 2023-08-15 8793 20000 -11207 -11207 2,500.000 HSBC USA INC L/0 SOT-AN RTY SPX P 2022-09-16 2023-12-20 28344 25000 3344 3344 2,500.000 JPMORGAN CHASE FINANCIAL TA-CYN P 2020-01-24 2023-01-27 16393 25000 -8607 -8607 2,500.000 UBS AG TA-CYN EQUITY BASKET P 2021-05-05 2023-05-10 25000 25000 2.500.000 UBS AG TA-CYN UAL 07/08/2024 P 2021-07-02 2023-07-06 25000 25000 2,500.000 UBS AG TA-CYN RCL 11/01/2024 P 2021-10-29 2023-08-02 25000 25000 5,000.000 UBS AG TA-CYN SPX 01/24/2025 P 2022-01-20 2023-07-24 50000 50000 0.000 GNMA PL 002305M P 2022-01-01 2023-12-31 104 104 0.000 GNMA PL 412487X P 2022-01-01 2023-12-31 24 24 75,000.000 HSBC BANK USA RT 0.000% P 2015-10-20 2023-03-03 85547 85547 UBS 2595 - Capital Gain Distributions P 2022-01-01 2023-12-31 1359 1359 1359 12112 -10861 2315 2315 2315 2680 2680 365 365 false false false false false false false true true CA true false false false false true N/A Berson Financial Group 8187899090 16255 Ventura Blvd Ste 800 Encino CA 91436 false false false false false false false false false true 2022 true false false false false false false false false false false false false Sharon Hall 6126 Barrows Drive Los Angeles CA 90048 Trustee 1.00 0 Richard Hall 3017 Greenfield Ave Los Angeles CA 90034 Trustee 1.00 0 Joanna Gleason 2232 Redding Road Fairfield CT 06824 Trustee 1.00 0 NONE NONE 3442563 132520 0 3575083 0 3575083 53626 3521457 176073 176073 2315 2315 173758 173758 173758 126320 126320 173758 146399 126320 126320 0 20079 173758 X Ready to Succeed 1000 North Alameda Street 240 Los Angeles CA 90012 None PC General Purpose 12000 Brave Trails PO Box 691300 Los Angeles CA 90069 None PC General Purpose 5295 Connecticut Food Bank 2 Research Parkway Wallingford CT 06492 None PC General Purpose 250 IKAR Temple 1737 S La Cienega Blvd Los Angeles CA 90035 None PC General Purpose 23011 Beit T'Shuvah 8831 Venice Blvd Los Angeles CA 90034 None PC Treatment and healing of addictions 29653 IBUKA USA 6712 Kingsland Creek Dr Chesterfield VA 23832 None PC Humanitarian assistance to genocide survivors 5000 Aegis America Inc 20 Greenway Plaza 450 Houston TX 77046 None PC Humanitarian 25000 California Community Foundation 717 W Temple Street Los Angeles CA 90012 None PC Humanitarian 250 Death Penalty Focus 1215 K Street 17th Floor Sacramento CA 95814 None PC Humanitarian 258 Fund For Israel's Tomorrow 7777 Bonhomme Avenue Ste 2001 St Louis MO 63105 None PC Humanitarian 5000 IsraAID PO Box 61227 Palo Alto CA 90024 None PC Humanitarian 8000 Jewish National Fund USA 42 East 69th Street New York NY 10021 None PC Humanitarian 2000 New Israel Fund 1320 19th Street 400 Washington DC 20036 None PC Humanitarian 500 Watts of Power Foundation 1613 W 20th Street Los Angeles CA 90007 None PC Humanitarian 103 Magan David Adom PO Box 11597 Newark NJ 07101 None PC Humanitarian 3000 JGive-Friend of Asor 24 Hebron Road Jerusalem Jerusalem IS 9354212 None PC Humanitarian 3000 Am Yisrael Chai Fund PO Box 241 Cedarhurst NY 11516 None PC Humanitarian 4000 126320 14 138828 12112 Misc Income from Investments 14 39598 178426 12112 190538 false false false false false false false false false false Accounting 13044 13044 0 0 Mortgage Backed Security Rounding 1 G&A Expenses 5447 Investment Fees 3367 3367 Misc Income from Investments 39598 UBS CC 3296 106006 34295 UBS RK 7000 Federal Excise Tax 3538 3538 Foreign Taxes 841 841 Other Taxes 150 150