2025-05-30T15:23:07-05:00 2024-12-31 521853933 JM&M 10500 LITTLE PATUXENT PARKWAY SUITE 770 COLUMBIA MD 21044 990PF 2024-01-01 203850421 BERNARD FAMILY FOUNDATION BERN 3012773029 5532 GREYSTONE STREET CHEVY CHASE MD 20815 CATHY BERNARD TRUSTEE 3012773029 2025-05-28 1 1 TERRY A MULLEN CPA P01932763 4108840220 2024 2025-03-06 01:10:19Z X 8364874 X X 123620 123620 217221 2490044 217221 1661 0 342502 340841 0 0 0 2600 0 2600 46241 46241 0 1384 1384 0 50225 47625 2600 802500 802500 852725 47625 805100 -510223 293216 178452 375948 375948 28 79 28 28 4416501 3711939 7865656 120751 120235 123242 4715783 4208150 8364874 0 0 X 4715783 4208150 4715783 4208150 4715783 4208150 4715783 -510223 2590 4208150 0 4208150 MERRILL LYNCH #4983 782559 805116 -22557 -22557 MERRILL LYNCH #4983 1214300 1128587 85713 85713 MERRILL LYNCH #4983 58797 56763 2034 2034 MERRILL LYNCH #6023 28065 26332 1733 1733 MERRILL LYNCH #6023 348933 256025 92908 92908 CAPITAL GAIN DISTRIBUTIONS #4983 P 53223 53223 53223 CAPITAL GAIN DISTRIBUTIONS #6023 P 4167 4167 4167 217221 4076 0 4076 0 4076 2254 0 0 0 2254 X 0 1822 0 0 0 0 0 0 0 0 0 0 1 1 MD 1 0 0 0 0 1 NA THE FOUNDATION 3012773029 5532 GREYSTONE STREET CHEVY CHASE MD 20815 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CATHY S BERNARD 5532 GREYSTONE STREET CHEVY CHASE MD 20815 TRUSTEE 2.00 0 0 0 NONE 0 NONE 0 0 4049651 62313 0 4111964 0 0 4111964 61679 4050285 202514 202514 4076 4076 198438 0 198438 0 198438 805100 0 805100 198438 0 0 36397 91947 192253 118632 439229 805100 0 0 0 198438 606662 0 0 1045891 0 0 0 0 0 0 36397 1009494 91947 192253 118632 606662 CATHY S BERNARD CATHY S BERNARD 5532 GREYSTONE MANOR CHEVY CHASE MD 20815 3013773029 NAME, ADDRESS, PHONE NUMBER AND E-MAIL ADDRESS OF GRANTEE, REQUEST MUST STATE THE PURPOSE OF THE GRANT AND MUST INCLUDE ANY REQUIRED INFORMATION TO SUBSTANTIATE THE REQUESTED FUNDS. THE AMOUNT OF REQUEST MUST BE DETAILED WITH ANY ADDITIONAL FUNDING REQUIREMENTS NECESSARY. NO PHONE CALL REQUESTS ALLOWED. GRANTS MUST BE SUBMITTED BY DECEMBER 31 OF THE PREVIOUS YEAR DURING WHICH THE FUNDS WILL BE GRANTED. NOT APPLICABLE DC YOUTH ORCHESTRA 7010 PINEY BRANCH ROAD WASHINGTON DC 20012 PC GENERAL SUPPORT 2500 JBI INTERNATIONAL INC 110 EAST 30TH STREET NEW YORK NY 10016 PC GENERAL SUPPORT 2500 MAKE A WISH FOUNDATION 5272 RIVER ROAD SUITE 700 BETHESDA MD 20816 PC GENERAL SUPPORT 230000 OLNEY THEATRE CENTER 2001 OLNEY SANDY SPRING RD OLNEY MD 20832 PC GENERAL SUPPORT 205000 SUSAN G KOMEN FOR THE CURE 5005 LBJ FREEWAY STE 526 DALLAS TX 75244 PC GENERAL SUPPORT 50000 UNITED JEWISH ENDOWMENT FUND 6101 EXECUTIVE BLVD SUITE 100 NORTH BETHESDA MD 20852 PC GENERAL SUPPORT 25000 SAVE A CHILD'S HEART FOUNDATION PO BOX 59172 POTOMAC MD 20854 PC GENERAL SUPPORT 60000 CHILDREN'S INN AT NIH INC 7 WEST DRIVE BETHESDA MD 20814 PC GENERAL SUPPORT 100000 THE MCLEAN SCHOOL OF MARYLAND INC 8224 LOCHINVER LANE POTOMAC MD 20854 PC GENERAL SUPPORT 50000 SUBURBAN HOSPITAL INC 8600 OLD GEORGETOWN ROAD BETHESDA MD 20814 PC GENERAL SUPPORT 37000 BETHESDA CARES INC 7728 WOODMONT AVENUE BETHESDA MD 20814 PC GENERAL SUPPORT 5000 HELLEN KELLER INTERNATIONAL ONE DAG HAMMARSKJOLD PLAZA FLOOR 2 NEW YORK NY 10017 PC GENERAL SUPPORT 2500 BREASTCANCERORG 40 E MONTGOMERY AVE 4TH FLOOR ARDMORE PA 19003 PC GENERAL SUPPORT 5000 THE BREAST CANCER RESEARCH FOUNDATION INC 28 W 44TH STREET STE 609 NEW YORK NY 10036 PC GENERAL SUPPORT 5000 PAWS FOR PURPLE HEARTS 10201 OLD REDWOOD HWY PENNGROVE CA 94951 PC GENERAL SUPPORT 3000 JEWISH FOUNDATION FOR GROUP HOMES INC (MAKOM) 1500 EAST JEFFERSON STREET ROCKVILLE MD 20852 PC GENERAL SUPPORT 20000 802500 0 14 123620 14 217221 LITIGATION SETTLEMENT 01 1661 0 342502 0 342502 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 2600 0 2600 COMMON STOCK 1774198 5394848 MUTUAL FUNDS 1697255 2232548 PREFERRED STOCK 240486 238260 BOND FUNDS FMV 120235 123242 LITIGATION SETTLEMENT 1661 1661 NONDIVIDEND DISTRIBUTIONS 2590 INVESTMENT MANAGEMENT FEE 46241 46241 0 FOREIGN TAXES PAID 1384 1384 0