2024-11-11T07:57:57-08:00 2023-12-31 541205155 Financial Accounting Services LTD 2250 E Parham Rd Richmond VA 23228 990PF 2023-01-01 522057768 BERMAN FAMILY FOUNDATION CO ALLAN J BERMAN PRESIDENT BERM 3013477142 5630 WISCONSIN AVENUE 1604 CHEVY CHASE MD 20815 ALLAN BERMAN Director 2024-11-11 true true MATTHEW O PUCCINELLI P00006311 8042647070 2023 2024-10-15 13:58:12Z X 1257647 X 35000 2 2 2 8050 8050 8050 7167 7167 50219 15219 8052 1570 1570 4982 4982 115 115 6667 4982 1685 0 47000 47000 53667 4982 1685 47000 -3448 10237 6367 20940 7725 12725 147034 147034 769230 103467 103942 469000 6692 6692 271441 265393 1257647 0 X 271441 265393 271441 265393 271441 265393 271441 -3448 267993 2600 265393 142 142 142 770 770 628 628 false false false false false false false true true MD VA true false false false false true N/A ALLAN J BERMAN 3013477142 5630 WISCONSIN AVENUE 1604 CHEVY CHASE MD 20815 false false false false false false false false false false false false false false false false false false false false false false ALLAN BERMAN 5630 WISCONSIN AVENUE 1604 CHEVY CHASE MD 20815 Director 1.00 0 GREGORY ANDREW BERMAN 5630 WISCONSIN AVENUE 1604 CHEVY CHASE MD 20815 Director 1.00 0 M J BERMAN 5630 WISCONSIN AVENUE 1604 CHEVY CHASE MD 20815 Director 1.00 0 MICHELLE G BERMAN 5630 WISCONSIN AVENUE 1604 CHEVY CHASE MD 20815 Director 1.00 0 NONE NONE 708836 0 469000 1177836 0 1177836 17668 1160168 58008 58008 142 142 57866 57866 57866 47000 47000 57866 2461 26965 11579 41005 47000 0 47000 10866 10866 30139 0 30139 18560 11579 X SEE ATTACHMENT A DC MARYLAND VIRGINIA NEW YORK WASHINGTON DC 20001 NONE PC CHARITABLE 13000 SIDWELL FRIENDS SCHOOL 3825 WISCONSIN AVE NW WASHINGTON DC 20016 NONE POF EDUCATIONAL 25000 ARENA STAGE 1101 SIXTH STREET SW WASHINGTON DC 20024 NONE PC COMMUNITY ASSISTANCE 6000 ANTI-DEFAMATION LEAGUE 605 THIRD AVENUE NEW YORK NY 10158 NONE POF COMMUNITY SERVICE 3000 47000 14 2 14 8050 16 7167 15219 15219 false false false false false false false false false false X X 1 MR MRS ALLAN BERMAN 5630 WISCONSIN AVENUE 1604 CHEVY CHASE MD 20815 35000 X ACCOUNTING FEES 1570 0 1570 0 TEMPLETON EMERGING MKTS 17164 10512 CISCO SYSTEMS INC 1984 5860 NEXTERA ENERGY 4162 24296 GENERAL ELECTRIC 2589 1532 ISHARES S&P 500 33013 140901 ISHARES RUSSELL 1000 26223 151585 JOHNSON AND JOHNSON 6237 15674 PROCTOR & GAMBLE 4670 14654 ISHARES DOW JONES US 13659 62460 VERIZON COMMUNICATIONS 5022 3996 MASTERCARD INC 5687 138616 HDFC BANK LTD 5419 67110 ANSYS INC 20522 131725 GE HEALTHCARE TECHNOLOGIES INC 683 309 PARTNERSHIP DISTRIBUTIONS 6692 6692 BANK FEES 115 115 Other Investment Income 7167 7167 FEDERAL TAXES 1743 1743 FEDERAL TAXES 2344 2344 FEDERAL TAXES 750 750 FOREIGN TAXES 145 145