2024-09-26T07:55:07-05:00 2023-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2023-01-01 814431894 J and K Berman Memorial Foundation % Foundation Source JBER 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 dan berman president 8008391754 2024-09-17 true true Jeffrey D Haskell P01345770 8008391754 2023 2024-08-08 14:25:15Z X 1808954 X 301454 195 195 14174 14174 -17761 152924 124318 298062 138687 0 2067 367 6591 6591 9486 115 9371 18144 482 15962 137636 137636 155780 482 153598 142282 138205 26403 36176 36176 960170 1092829 1772778 986573 1129005 1808954 0 0 X 986573 1129005 986573 1129005 986573 1129005 986573 142282 150 1129005 1129005 Publicly-traded Securities 152924 28606 124318 124318 124318 1921 1921 1921 1422 0 500 1922 X 0 1 1 false false false false false false false true true DE true false false false false true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 false false false false false false false false false false false false false false false false false false false false false Daniel Berman Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Pres, Sec, Treas 15.0 0 0 0 Reiko Berman-Shingu Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, VP 5.0 0 0 0 1361542 35056 0 1396598 0 1396598 20949 1375649 68782 68782 1921 1921 66861 150 67011 67011 153598 0 0 0 0 153598 67011 2021 2020 2019 33445 22101 52466 58392 166404 153598 67011 86587 252991 0 252991 33445 22101 52466 58392 86587 Daniel Berman Reiko Berman-Shingu X ACTION FOR MANTAS 1401 21ST ST 4395 SACRAMENTO CA 95811 N/A PC General & Unrestricted 19500 ALLIANCE OF HOPE FOR SUICIDE LOSS SURVIVORS 823 CLINTON PL EVANSTON IL 60201 N/A PC Matching Fund 2023 Winter 3000 ALLIANCE OF HOPE FOR SUICIDE LOSS SURVIVORS 823 CLINTON PL EVANSTON IL 60201 N/A PC General & Unrestricted 1000 MITRATA-NEPAL FOUNDATION FOR CHILDREN 7253 WATSON RD 127 ST LOUIS MO 63119 N/A PC General & Unrestricted 2400 MITRATA-NEPAL FOUNDATION FOR CHILDREN 7253 WATSON RD 127 ST LOUIS MO 63119 N/A PC Fund for the New Contact Center in Nepal 10231 SEE TURTLES 5605 SE RURAL ST PORTLAND OR 97206 N/A PC To fully fund 2023 Africa Initiative 10500 SEE TURTLES 5605 SE RURAL ST PORTLAND OR 97206 N/A PC Oaxaca 3590 SEE TURTLES 5605 SE RURAL ST PORTLAND OR 97206 N/A PC General & Unrestricted 57000 STRATEGIES FOR INTERNATIONAL DEVELOPMENT 330 PENNSYLVANIA AVE SE STE 304 WASHINGTON DC 20003 N/A PC General & Unrestricted 30000 THE NATIONAL ALLIANCE TO END SEXUAL VIOLENCE - NAE 655 15TH ST NW WASHINGTON DC 20005 N/A PC General & Unrestricted 315 TOGETHER WOMEN RISE PO BOX 25633 GREENVILLE SC 29616 N/A PC General & Unrestricted 100 137636 14 195 14 14174 18 -17761 -3392 -3392 false false false false false false false false false false X X 1 Berman Daniel 6506 79th Place Cabin John MD 20818 301454 X 1 STARBUCKS CORP COM SBUX, 150 sh. 15221 2023-11-28 1 ROSS STORES, INC ROST, 250 sh. 32639 2023-11-28 1 PIONEER NAT RES CO PXD, 70 sh. 16610 2023-11-28 1 INTEL CORP INTC, 552 sh. 24299 2023-11-28 1 HOWMET AEROSPACE ORD SHS HWM, 283 sh. 14845 2023-11-28 1 CHIPOTLE MEX GRILL CMG, 50 sh. 110389 2023-11-28 1 BOSTON BEER CO INC SAM, 100 sh. 34185 2023-11-28 1 APPLE INC AAPL, 280 sh. 53267 2023-11-28 AMERICAN WOODMARK CORP 30730 37140 AMGEN INC 29651 57604 APPLE INC 53266 53908 ASM INTERNATIONAL NV 43243 51920 ASTRAZENECA 34335 35340 BOSTON BEER CO INC 34185 34559 BROOKFIELD REINSURANCE CLASS A 17784 20000 CHARLES SCHWAB CORP 68365 116960 CHIPOTLE MEX GRILL 110388 114348 CLEAN HARBORS, INC 50422 157058 COHU INC 14066 14156 D R HORTON 13878 75990 HERC HOLDINGS, INC 38841 44667 HOWMET AEROSPACE ORD SHS 14845 15316 INTEL CORP 24299 27738 INTERNATIONAL BUSINESS MACHINE 36209 40233 ISHARES GLOBAL TECH 27862 44335 ISHARES NASDAQ BIOTECHNOLOGY 40020 40755 LINDSAY CORP 14348 23284 META PLATFORMS INC 23490 70792 MOOG INC CL A 13338 28956 NAPCO SECURITY TECHNOLOGIES IN 16750 137000 NATHAN'S FAMOUS, INC 25738 39005 NICE SYSTEMS LTD 35066 29927 PALO ALTO NETWORKS INC 47210 88464 PARKER HANNIFIN CP 19279 53067 PIONEER NAT RES CO 16610 15742 PROTHENA CP PLC 23520 14536 ROSS STORES, INC 32639 34598 SERVICE NOW 7610 70649 STARBUCKS CORP COM 15221 14402 STMICROELECTRONICS 22620 25065 TELEFLEX INC 16087 24934 UBIQUITI ORD SHS 29007 13956 VESTA WIND SYSTEMS ORD 18689 47634 VOLVO AS-A ADR 26478 31134 WORKDAY INC 6740 27606 Administrative Fees 9346 9346 Bank Charges 115 115 State or Local Filing Fees 25 25 RETURNED GRANT 150 990-PF Estimated Tax for 2023 1300 990-PF Extension for 2022 400 Foreign Tax Paid 367 367