2025-10-30T12:17:31-05:00 2024-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2024-01-01 814431894 J and K Berman Memorial Foundation % Foundation Source JBER 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dan Berman President 8008391754 2025-10-28 true true Jeffrey D Haskell P01345770 8008391754 2024 2025-03-06 01:10:19Z X 1978490 X 183231 285 285 14807 14807 17387 197014 149145 300 300 216010 164537 0 2673 373 21518 21518 12212 537 11675 36403 910 33193 191418 191418 227821 910 224611 -11811 163627 0 36176 19727 19727 1092829 1097467 1958763 1129005 1117194 1978490 0 0 X 1129005 1117194 1129005 1117194 1129005 1117194 1129005 -11811 1117194 1117194 Publicly-traded Securities 197014 47869 149145 149145 149145 2274 2274 2274 1801 0 600 2401 X 0 127 127 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 1845011 43061 0 1888072 0 1888072 28321 1859751 92988 92988 2274 2274 90714 90714 90714 224611 0 0 0 0 224611 90714 33445 22101 52466 58392 86587 252991 224611 90714 133897 386888 0 33445 353443 22101 52466 58392 86587 133897 Daniel Berman Reiko Berman-Shingu X ACTION FOR MANTAS 1401 21ST ST 4395 SACRAMENTO CA 95811 N/A PC General & Unrestricted 16400 ALLIANCE OF HOPE FOR SUICIDE LOSS SURVIVORS 823 CLINTON PL EVANSTON IL 60201 N/A PC General & Unrestricted 1000 ALLIANCE OF HOPE FOR SUICIDE LOSS SURVIVORS 823 CLINTON PL EVANSTON IL 60201 N/A PC Annual Forum Sponsorship Campaign: 25,000 Reasons 1000 MITRATA-NEPAL FOUNDATION FOR CHILDREN 7217 WATSON RD 190129 ST LOUIS MO 63119 N/A PC Sponsorship fund for Dev Gurung 2400 MITRATA-NEPAL FOUNDATION FOR CHILDREN 7217 WATSON RD 190129 ST LOUIS MO 63119 N/A PC General & Unrestricted 6895 MITRATA-NEPAL FOUNDATION FOR CHILDREN 7217 WATSON RD 190129 ST LOUIS MO 63119 N/A PC Fund for the New Contact Center in Nepal 20000 MITRATA-NEPAL FOUNDATION FOR CHILDREN 7217 WATSON RD 190129 ST LOUIS MO 63119 N/A PC Annual support for a sponsored child 1200 SEE TURTLES 5605 SE RURAL ST PORTLAND OR 97206 N/A PC Ocean Spirits Fund 5250 SEE TURTLES 5605 SE RURAL ST PORTLAND OR 97206 N/A PC General & Unrestricted 70365 STRATEGIES FOR INTERNATIONAL DEVELOPMENT 330 PENNSYLVANIA AVE SE STE 304 WASHINGTON DC 20003 N/A PC General & Unrestricted 66908 191418 14 285 14 14807 18 17387 CLASS ACTION LAWSUIT PROCEEDS 01 300 32779 32779 false false false false false false false false false false X X 1 Berman Daniel 6506 79th Place Cabin John MD 20818 183231 X 1 TEMPUR PEDIC INTERNATIONAL INC TPX-OLD022025, 1000 sh. 55275 2024-12-09 1 ROSS STORES, INC ROST, 400 sh. 62811 2024-12-09 1 NORTHEAST BANK NBN, 200 sh. 19881 2024-12-09 1 FERRARI NV RACE, 100 sh. 45264 2024-12-09 AMERICAN WOODMARK CORP 30730 31812 AMGEN INC 29651 52128 APPLE INC 53266 70118 ASM INTERNATIONAL NV 43244 56915 ASTRAZENECA 34335 34380 BOSTON BEER CO INC 34185 29998 CHARLES SCHWAB CORP 56300 103614 CHIPOTLE MEX GRILL 110388 150749 CLEAN HARBORS, INC 50422 207125 D R HORTON 13878 69910 FERRARI NV 45264 42484 HERC HOLDINGS, INC 19421 28400 HOWMET AEROSPACE ORD SHS 14845 30952 INTERNATIONAL BUSINESS MACHINE 36209 54078 ISHARES GLOBAL TECH 23839 46872 ISHARES NASDAQ BIOTECHNOLOGY 40020 39663 META PLATFORMS INC 23490 117102 MOOG INC CL A 13338 39368 NAPCO SECURITY TECHNOLOGIES IN 12563 106680 NATHAN'S FAMOUS, INC 25738 39305 NICE SYSTEMS LTD 35066 25476 NORTHEAST BANK 19881 18346 PALO ALTO NETWORKS INC 47210 109176 PARKER HANNIFIN CP 20016 74069 ROSS STORES, INC 95449 98326 SERVICE NOW 7610 106012 STARBUCKS CORP COM 15221 13688 STMICROELECTRONICS 22620 12485 TELEFLEX INC 16087 17798 TEMPUR PEDIC INTERNATIONAL INC 55274 56690 VESTA WIND SYSTEMS ORD 18689 20261 VOLVO AS-A ADR 26478 28980 WORKDAY INC 6740 25803 Administrative Fees 11650 11650 Bank Charges 537 537 State or Local Filing Fees 25 25 Class Action Lawsuit Proceeds 300 300 990-PF Estimated Tax for 2024 1800 990-PF Extension for 2023 500 Foreign Tax Paid 373 373