2024-05-15T08:08:00-07:00 2023-12-31 043436000 Tiedemann & Associates PC 560 North Avenue Weston MA 02493 990PF 2023-01-01 046784586 BERGER FAMILY FOUNDATION BERG 6172675284 220 BOYLSTON STREET 1618 BOSTON MA 02116 MERLE J BERGER Director 2024-05-15 true MERLE J BERGER 999009999 true Henry A Tiedemann III CPA P00135575 7812351099 2 AAL1 IAL1 FAL1 2023 2023-04-26 12:10:37Z X 347902 X X 7983 7983 7983 2795 24138 2795 10778 10778 7983 1800 3226 3226 70 70 35 5131 3296 0 19535 19535 24666 3296 19535 -13888 7482 7983 11965 16479 16479 277631 259229 331423 289596 275708 347902 0 X 289596 275708 289596 275708 289596 275708 289596 -13888 275708 275708 20 ISHARES CORE S&P 500 ETF P 2017-09-06 2023-05-11 8271 6899 1372 1372 35 ISHARES TR EXPONENTIAL TECH P 2016-06-28 2023-04-20 1802 821 981 981 80 ISHARES TR 5-10 YR INVT P 2021-12-17 2023-04-20 4086 4760 -674 -674 79 ISHARES TR MSCI EMG MKTS P 2012-02-09 2023-05-11 3080 3465 -385 -385 120 VANECK ETF GOLD MINERS P 2015-02-02 2023-04-20 4104 2715 1389 1389 27 ISHARES MSCI EAFE ETF P 2006-03-15 2023-05-11 1976 1727 249 249 21 ISHARES TR MSCI EMERGING MKTS P 2011-03-18 2023-05-11 819 956 -137 -137 2795 104 104 104 104 0 false false false false false false false false true true false false false false true N/A BONNIE BERGER 6172675284 220 BOYLSTON STREET 1618 BOSTON MA 02116 false false false false false false false false false false false false false false false false false false false false false false BONNIE L BERGER 220 BOYLSTON ST 1618 BOSTON MA 02116 Director 2.00 0 MERLE J BERGER 220 BOYLSTON ST 1618 BOSTON MA 02116 Director 2.00 0 NONE TIEDEMANN & ASSOCIATES INV ADVISOR INC 560 NORTH AVE WESTON MA 02493 INVESTMENT ADVICE 3226 TIEDEMANN & ASSOCIATES PC 560 NORTH AVE WESTON MA 02493 ACCOUNTING AND TAX 1800 313730 12766 0 326496 0 326496 4897 321599 16080 16080 104 104 15976 15976 15976 19535 19535 15976 39470 21268 11050 23286 8146 103220 19535 0 15976 3559 106779 0 39470 67309 21268 11050 23286 8146 3559 X MUSEUM OF FINE ARTS 465 Huntington Avenue BOSTON MA 02115 NONE PUBLIC SUPPORT FINE ARTS 3000 YMCA OF MARTHAS VINEYARD 111 EDGARDOWN VINEYARD HAV RD OAK BLUFFS MA 02557 NONE PUBLIC SUPPORT YOUTH ACTIVITIES 1500 OTHER UNDER 1000 220 BOYLSTON ST BOSTON MA 02116 NONE PUBLIC OTHER CHARITABLE INTERESTS 2035 BOSTON BOOK FESTIVAL 1100 MASSACHUSETTS AVE 300B CAMBRIDGE MA 02138 NONE PUBLIC UNRESTRICTED 5000 HUNTINGTON THEATER 264 HUNTINGTON AVE BOSTON MA 02115 NONE PC SUPPORT ORGANIZATION'S PURPOSE. 2000 HARBOR HOMES MARTHA'S VINEYARD PO Box 4795 VINEYARD HAVEN MA 02568 NONE PC SUPPORT ORGANIZATION'S PURPOSE. 1000 INTERNATIONAL RESCUE COMMITTEE 162 BOYLSTON ST BOSTON MA 02116 NONE PC SUPPORT ORGANIZATION'S PURPOSE. 1000 REPRODUCTIVE EQUITY NOW FDN 1 FEDERAL STREET FLOOR 5 BOSTON MA 02110 NONE PC SUPPORT ORGANIZATION'S PURPOSE. 2500 CITY YEAR - NYC 180 MAIDEN LN 25TH FL NEW YORK NY 10038 NONE PC UNRESTRICTED 1500 19535 14 7983 2795 7983 2795 10778 false false false false false false false false false false ACCOUNTING 1800 0 0 0 STATE ANNUAL FEES 35 INVESTMENT MANAGEMENT FEES 3226 3226 0 0 FEDERAL TAX PAID 70 70