Form990-PF


Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
THE DENNIS BERMAN FAMILY FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)5410 EDSON LANE 220
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ROCKVILLE, MD208523195
A Employer identification number

31-1684732
B Telephone number (see instructions)

(301) 816-1555
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$3,703,402J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 3,945,036
2 Check bullet.............
3 Interest on savings and temporary cash investments 2 2  
4 Dividends and interest from securities... 8,647 8,647  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10  
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 3,953,685 8,649  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 8,648 8,648   0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 1,562 1,562   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 10,210 10,210   0
25 Contributions, gifts, grants paid....... 1,446,157 1,446,157
26 Total expenses and disbursements. Add lines 24 and 25 1,456,367 10,210   1,446,157
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,497,318
b Net investment income (if negative, enter -0-) 0
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 94,381 946,105 946,105
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 231,679 Click to see attachment1,861,773 2,757,297
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 326,060 2,807,878 3,703,402
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment124,895 Click to see attachment109,395
23 Total liabilities (add lines 17 through 22)......... 124,895 109,395
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 201,165 2,698,483
29 Total net assets or fund balances (see instructions)..... 201,165 2,698,483
30 Total liabilities and net assets/fund balances (see instructions). 326,060 2,807,878
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
201,165
2
Enter amount from Part I, line 27a .....................
2
2,497,318
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
2,698,483
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,698,483
Form 990-PF (2021)
Form 990-PF (2021)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1a
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2  
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 0
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 0
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 1,514
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,514
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 1,514
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet1,514 RefundedBullet 11 0
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMD
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletDENNIS BERMAN Telephone no.bullet (301) 816-1555

    Located atbullet5410 EDSON LANE 220ROCKVILLEMD ZIP+4bullet20852
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
     
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
     
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    DENNIS BERMAN DIRECTOR
    1.00     		0 0 0
    5410 EDSON LANE 220
    ROCKVILLE,MD20852
    JEFFREY BERMAN DIRECTOR
    1.00     		0 0 0
    5410 EDSON LANE 220
    ROCKVILLE,MD20852
    BRIAN BERMAN DIRECTOR
    1.00     		0 0 0
    5410 EDSON LANE 220
    ROCKVILLE,MD20852
    LARRY BORMEL DIRECTOR
    1.00     		0 0 0
    14409 GREENVIEW DRIVE 201
    LAUREL,MD20708
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    0
    b
    Average of monthly cash balances.......................
    1b
    339,555
    c
    Fair market value of all other assets (see instructions)................
    1c
    2,757,297
    d
    Total (add lines 1a, b, and c).........................
    1d
    3,096,852
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    109,395
    3
    Subtract line 2 from line 1d.........................
    3
    2,987,457
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    44,812
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    2,942,645
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    147,132
    Part X
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part IX, line 6..................
    1
    147,132
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
     
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    0
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    147,132
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    147,132
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    147,132
    Part XI
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 147,132
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 1,528,486
    b From 2017...... 1,600,036
    c From 2018...... 1,587,587
    d From 2019...... 1,625,909
    e From 2020...... 1,665,217
    f Total of lines 3a through e ........ 8,007,235
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 1,446,157
    a Applied to 2020, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		Click to see attachment0
    d Applied to 2021 distributable amount..... 147,132
    e Remaining amount distributed out of corpus 1,299,025
    5 Excess distributions carryover applied to 2021. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 9,306,260
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		1,528,486
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		7,777,774
    10 Analysis of line 9:
    a Excess from 2017.... 1,600,036
    b Excess from 2018.... 1,587,587
    c Excess from 2019.... 1,625,909
    d Excess from 2020.... 1,665,217
    e Excess from 2021.... 1,299,025
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    DENNIS BERMAN
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    AISH HATORAH OF GREATER WASHINGTON
    11418 OLD GEORGETOWN ROAD
    ROCKVILLE,MD20852     		N/A PC CHARITABLE 16,000
    AISH LA
    9100 W PICO BLVD
    LOS ANGELES,CA90035     		N/A PC CHARITABLE 5,000
    AISHCOM
    915 CLIFTON AVE SUITE 4
    CLIFTON,NJ07013     		N/A PC CHARITABLE 10,000
    AJOP
    6305 PARK HEIGHTS AVE
    BALTIMORE,MD21215     		N/A PC CHARITABLE 3,200
    ALEF BET MONTESSORI SCHOOL
    6125 TUCKERMAN LN
    N BETHESDA,MD20852     		N/A PC CHARITABLE 6,800
    AMERICAN FRIENDS OF DVAR YERUSHALAYIM
    6010 15TH AVE
    BROOKLYN,NY11219     		N/A PC CHARITABLE 1,000
    AMERICAN FRIENDS OF LUBAVITCH
    2110 LEROY PLACE NW
    WASHINGTON,DC20008     		N/A PC CHARITABLE 5,400
    AMERICAN FRIENDS OF SHALVA
    315 FIFTH AVENUE 6TH FLOOR
    NEW YORK,NY10016     		N/A PC CHARITABLE 10,000
    AMERICAN FRIENDS OF THE JERUSALEM KOLLEL
    190 GLEN AVENUE SOUTH
    LAKEWOOD,NJ08701     		N/A PC CHARITABLE 3,600
    AMERICAN FRIENDS OF YESHIVAT LEV HATORAH
    166 EDGEMONT PL
    TEANECK,NJ07666     		N/A PC CHARITABLE 5,000
    AOPA FOUNDATION
    421 AVIATION WAY
    FREDERICK,MD21701     		N/A PC CHARITABLE 1,000
    ASCENT OF SAFED
    408 PARK AVENUE
    WOODBURY,NY11797     		N/A PC CHARITABLE 4,000
    ASIRT
    11769 GAINSBOROUGH RD
    POTOMAC,MD20854     		N/A PC CHARITABLE 500
    BAIS HAMEDRASH AND MESIVTA OF BALTIMORE
    6823 OLD PIMLICO RD
    BALTIMORE,MD21209     		N/A PC CHARITABLE 1,400
    BAIS YAAKOV SCHOOL FOR GIRLS
    11111 PARK HEIGHTS AVE
    OWINGS MILLS,MD21117     		N/A PC CHARITABLE 11,000
    BETH MEDRASH GOVOHA
    601 PRIVATE WAY
    LAKEWOOD,NJ08701     		N/A PC CHARITABLE 25,000
    BETH SHOLOM CONGREGATION
    11825 SEVEN LOCKS ROAD
    POTOMAC,MD20854     		N/A PC CHARITABLE 6,575
    BETH SINAI
    13 LAKE STREET
    KAUNEONGA LAKE,NY12749     		N/A PC CHARITABLE 4,000
    BETTER FOUNDATION FOR ISRAEL
    492C CEDAR LN 114
    TEANECK,NJ07666     		N/A PC CHARITABLE 5,000
    BIKUR CHOLIM OF GREATER WASHINGTON
    12320 PARKLAWN DR
    ROCKVILLE,MD20852     		N/A PC CHARITABLE 5,500
    BNOS YISROEL BALTIMORE
    6300 PARK HEIGHTS AVENUE
    BALTIMORE,MD21215     		N/A PC CHARITABLE 2,500
    CHABAD - UT
    2101 NUECES STREET
    AUSTIN,TX78705     		N/A PC CHARITABLE 5,000
    CHABAD LUBAVITCH UPPER MONTOMGERY COUNTY
    11520 DARNESTOWN ROAD
    GAITHERSBURG,MD20878     		N/A PC CHARITABLE 6,500
    CHABAD OF HEBRON
    686 EMPIRE BLVD
    BROOKLYN,NY11213     		N/A PC CHARITABLE 3,000
    CHABAD OF ROCKVILLE
    6336 WINDERMERE CIRCLE
    ROCKVILLE,MD20852     		N/A PC CHARITABLE 3,000
    CHABAD ON CAMPUS
    719 EASTERN PARKWAY 1ST FLOOR
    BROOKLYN,NY11213     		N/A PC CHARITABLE 2,500
    CHABAD SHUL OF POTOMAC
    11621 SEVEN LOCKS ROAD
    POTOMAC,MD20854     		N/A PC CHARITABLE 10,000
    CHABAD SHUL
    11826 SEVEN LOCKS ROAD
    POTOMAC,MD20854     		N/A PC CHARITABLE 104,000
    CHABAD UNIVERSITY OF MARYLAND
    7403 HOPKINS AVE
    COLLEGE PARK,MD20740     		N/A PC CHARITABLE 4,400
    CHAYA MALKA BURR FOUNDATION
    14 UXBRIDGE ST
    STATEN ISLAND,NY10314     		N/A PC CHARITABLE 2,000
    CHEDER CHABAD
    5713 PARK HEIGHTS AVENUE
    BALTIMORE,MD21215     		N/A PC CHARITABLE 1,500
    CHOFETZ CHAIM HERITAGE FOUNDATION
    361 SPOOK ROCK RD
    SUFFERN,NY10901     		N/A PC CHARITABLE 10,000
    CLARION PROJECT
    1856 N NOB HILL RD 210
    PLANTATION,FL33322     		N/A PC CHARITABLE 5,000
    COLEL CHABAD
    806 EASTERN PARKWAY
    BROOKLYN,NY11213     		N/A PC CHARITABLE 12,000
    CONGREGATION MINCHAS YITZCHOK INC
    1103 ARCOLA AVE
    SILVER SPRING,MD20902     		N/A PC CHARITABLE 20,000
    COOL KIDS CAMPAIGN
    8422 BELLONA LN 102
    TOWSON,MD21204     		N/A PC CHARITABLE 1,800
    CORNELL UNIVERSITY
    PO BOX 37334
    BOONE,IA50037     		N/A PC CHARITABLE 1,500
    DESTINY FOUNDATION
    564 MARC DRIVE
    LAKEWOOD,NJ08701     		N/A PC CHARITABLE 10,000
    EMET
    PO BOX 66366
    WASHINGTON,DC20035     		N/A PC CHARITABLE 10,000
    ETZ CHAIM SCHOOL
    3702 FORDS LANE
    BALTIMORE,MD21215     		N/A PC CHARITABLE 3,600
    FIDF
    PO BOX 395
    STEVENSON,MD21153     		N/A PC CHARITABLE 5,000
    FOREVER FROSTY FOUNDATION
    PO BOX 2118
    JUPITER,FL33468     		N/A PC CHARITABLE 1,200
    FRIENDS OF IR DAVID
    99 WALL ST 5727
    NEW YORK,NY10005     		N/A PC CHARITABLE 5,000
    FRIENDS OF LUBAVITCH
    11621 SEVEN LOCKS ROAD
    POTOMAC,MD20854     		N/A PC CHARITABLE 25,000
    FRIENDS OF MAYANOT
    461 PARK AVENUE SOUTH 2ND FL
    NEW YORK,NY10016     		N/A PC CHARITABLE 10,000
    FRIENDS OF ZO ARTZEINU
    PO BOX 241
    CEDARHURST,NY11516     		N/A PC CHARITABLE 10,000
    FRIENDSHIP CIRCLE
    10321 CROWN POINT CT
    POTOMAC,MD20854     		N/A PC CHARITABLE 7,500
    GW HILLEL
    2101 F STREET NW
    WASHINGTON,DC20052     		N/A PC CHARITABLE 2,500
    GWCK
    10900 LOCKWOOD DRIVE
    SILVER SPRING,MD20901     		N/A PC CHARITABLE 12,000
    GYE CORPORATION - GUARD YOUR EYES
    PO BOX 32380
    PIKESVILLE,MD21282     		N/A PC CHARITABLE 2,500
    HALACHIC ORGAN DONOR SOCIETY
    PO BOX 693
    NEW YORK,NY10108     		N/A PC CHARITABLE 1,800
    HASBARA FELLOWSHIP
    228 PARK AVE S 94319
    NEW YORK,NY10003     		N/A PC CHARITABLE 10,000
    HATIKVAH EDUCATIONAL FOUNDATION INC
    6300 WEST LOOP SOUTH 100
    BELLAIRE,TX77401     		N/A PC CHARITABLE 12,000
    HATZALAH OF BALTIMORE
    2930 TANEY RD
    BALTIMORE,MD21209     		N/A PC CHARITABLE 2,500
    HEBREW SHELTERING HOME OF GREATER WASHINGTON
    11524 DAFFODIL LN
    SILVER SPRING,MD20902     		N/A PC CHARITABLE 1,200
    HERITAGE HOUSE INC
    8418 115TH ST
    RICHMOND HILL,NY11418     		N/A PC CHARITABLE 2,200
    HONEST REPORTING
    165 EAST 56TH ST 2ND FLOOR
    NEW YORK,NY10022     		N/A PC CHARITABLE 10,000
    INSTITUTE FOR DAYANIM
    PO BOX 290605
    BROOKLYN,NY11229     		N/A PC CHARITABLE 7,500
    ISRAEL FOOD DISTRIBUTION
    PO BOX 992
    CLIFTON,NJ07014     		N/A PC CHARITABLE 15,000
    JCADA-JEWISH COUNCIL AGAINST DOMESTIC ABUSE
    PO BOX 2266
    ROCKVILLE,MD20847     		N/A PC CHARITABLE 1,800
    JCC OF GREATER WASHINGTON
    6125 MONTROSE RD
    ROCKVILLE,MD20852     		N/A PC CHARITABLE 4,000
    JCRAFTS
    13411 ARCTIC AVENUE
    ROCKVILLE,MD20853     		N/A PC CHARITABLE 18,000
    JCRC
    6101 EXECUTIVE BLVD SUITE 300
    NORTH BETHESDA,MD20852     		N/A PC CHARITABLE 35,000
    JERUSALEM FELLOWSHIPS
    28 PARK AVE
    AIRMONT,NY10952     		N/A PC CHARITABLE 10,000
    JEWISH COLLEGIATE NETWORK
    3702 FORDS LANE
    BALTIMORE,MD21215     		N/A PC CHARITABLE 1,200
    JEWISH FEDERATION OF GREATER WASHINGTON
    6101 EXECUTIVE BLVD 100
    NORTH BETHESDA,MD20852     		N/A PC CHARITABLE 100,000
    JEWISH ROC
    11304 OLD GEORGETOWN ROAD
    ROCKVILLE,MD20852     		N/A PC CHARITABLE 10,000
    JEWISH STUDENT INFORMATION CENTER
    PO BOX 95016
    PALATINE,IL60095     		N/A PC CHARITABLE 3,300
    KEHILAT PARDES - THE ROCK CREEK SYNAGOGUE
    13300 ARCTIC AVENUE
    ROCKVILLE,MD20853     		N/A PC CHARITABLE 60,000
    KEREN YAD ZLATA FUND
    5713 BRADLEY BLVD
    BETHESDA,MD20815     		N/A PC CHARITABLE 1,500
    KIDS CONNECT CHARITABLE FUND
    12030 SUNRISE VALLEY DRIVE SUITE
    450
    RESTON,VA20191     		N/A PC CHARITABLE 700
    KMS CHESED FUND
    11910 KEMP MILL RD
    SILVER SPRING,MD20902     		N/A PC CHARITABLE 1,000
    KOACH HUTURAH
    1274 49TH ST
    BROOKLYN,NY11219     		N/A PC CHARITABLE 500
    KOLLEL AVODAS LEVI
    400 MOUNT WILSON LANE
    BALTIMORE,MD21208     		N/A PC CHARITABLE 7,000
    KOLLEL DIRSHU SILVER SPRING
    10612 WOODSDALE DR
    SILVER SPRING,MD20901     		N/A PC CHARITABLE 750
    KOLLEL VILNA
    3299 K STREET NW
    WASHINGTON,DC20007     		N/A PC CHARITABLE 1,200
    KOLLEL ZICHRON AMRAM
    624 KENBROOK DRIVE
    SILVER SPRING,MD20902     		N/A PC CHARITABLE 7,500
    LUBAVITCH CENTER FOR JEWISH EDUCATION
    770 HOWES LANE
    COLUMBIA,MD21044     		N/A PC CHARITABLE 6,250
    MARYLAND JEWISH EXPERIENCE
    4607 KNOX RD
    COLLEGE PARK,MD20740     		N/A PC CHARITABLE 8,600
    MELVIN J BERMAN HEBREW ACADEMY
    13300 ARCTIC AVENUE
    ROCKVILLE,MD20853     		N/A PC CHARITABLE 145,282
    MERCAZ HATORAH
    820 OCEAN PARKWAY 215
    BROOKLYN,NY11230     		N/A PC CHARITABLE 600
    MERKAZ HATORAH COMMUNITY KOLLEL
    312 N DETROIT ST
    LOS ANGELES,CA90036     		N/A PC CHARITABLE 5,000
    MESORAH DC
    10621 WOODSDALE DRIVE
    SILVER SPRING,MD20901     		N/A PC CHARITABLE 2,000
    MESORAH HERITAGE FOUNDATION
    313 REGINA AVENUE
    RAHWAY,NJ07065     		N/A PC CHARITABLE 45,000
    MOMENTUM
    6101 EXECUTIVE BLVD 126
    ROCKVILLE,MD20852     		N/A PC CHARITABLE 50,000
    NCSY
    11 BROADWAY 13TH FLOOR
    NEW YORK,NY10004     		N/A PC CHARITABLE 18,000
    NER ISRAEL RABBINCAL COLLEGE
    400 MT WILSON LN
    BALTIMORE,MD21208     		N/A PC CHARITABLE 10,000
    NER ISRAEL
    403 YESHIVA LANE 3A
    BALTIMORE,MD21208     		N/A PC CHARITABLE 10,000
    NER L'HOREINU INC
    116 SOUTH FOURTH AVENUE
    HIGHLAND PARK,NJ08904     		N/A PC CHARITABLE 500
    OHR SOMAYACH INTERNATIONAL
    1399 CONEY ISLAND AVE
    BROOKLYN,NY11229     		N/A PC CHARITABLE 1,250
    OPENDOR MEDIA
    11110 W OAKLAND PARK BLVD SUITE 288
    SUNRISE,FL33351     		N/A PC CHARITABLE 5,000
    OPERATION EMBRACE
    350-C FORTUNE TERRACE PMB 209
    POTOMAC,MD20854     		N/A PC CHARITABLE 10,000
    PEF ISRAEL ENDOWMENT FUNDS INC
    630 THIRD AVE SUITE 1501
    NEW YORK,NY10017     		N/A PC CHARITABLE 3,000
    PRAGER U
    15021 VENTURA BLVD 552
    SHERMAN OAKS,CA91403     		N/A PC CHARITABLE 5,000
    PROJECT EXTREME
    335 CENTRAL AVE
    LAWRENCE,NY11559     		N/A PC CHARITABLE 1,600
    RAJE MARYLAND
    2401 BARE ROAD
    BALTIMORE,MD21209     		N/A PC CHARITABLE 1,500
    REACHOUT EDUCATIONAL SERVICES
    7517 SLADE AVE
    BALTIMORE,MD21208     		N/A PC CHARITABLE 1,250
    SHIFRA'S ARMS
    PO BOX 7212
    SILVER SPRING,MD20910     		N/A PC CHARITABLE 5,500
    SHORESH INC
    3723 OLD COURT RD 206
    BALTIMORE,MD21208     		N/A PC CHARITABLE 5,000
    SHUVURETURN
    10 ROCKEFELLER PLAZA SUITE 909
    NEW YORK,NY10020     		N/A PC CHARITABLE 12,500
    SULAM
    13300 ARCTIC AVENUE
    ROCKVILLE,MD20853     		N/A PC CHARITABLE 15,000
    SUNFLOWER BAKERY
    5951 HALPINS RD
    ROCKVILLE,MD20851     		N/A PC CHARITABLE 1,800
    TALMUDIC UNIVERSITY
    4000 ALTON RD
    MIAMI BEACH,FL33140     		N/A PC CHARITABLE 3,600
    TALMUDICAL ACADEMY OF BALTIMORE
    4445 OLD COURT ROAD
    BALTIMORE,MD21208     		N/A PC CHARITABLE 5,000
    THANK ISRAEL SOLDIERS
    PO BOX 644735
    PITTSBURGH,PA15264     		N/A PC CHARITABLE 4,700
    TORAH INSTITUTE OF BALTIMORE
    35 ROSEWOOD LANE
    OWINGS MILLS,MD21117     		N/A PC CHARITABLE 20,000
    TORAH SCHOOL OF GREATER WASHINGTON
    2010 LINDEN LANE
    SILVER SPRING,MD20910     		N/A PC CHARITABLE 45,000
    TORAH SCHOOLS FOR ISRAEL
    1607 45TH ST LOWER LEVEL
    BROOKLYN,NY11204     		N/A PC CHARITABLE 7,500
    UMMS FOUNDATION
    110 S PACA ST
    BALTIMORE,MD21201     		N/A PC CHARITABLE 25,000
    UNIVERSITY OF MARYLAND HILLEL
    7612 MOWATT LN
    COLLEGE PARK,MD20740     		N/A PC CHARITABLE 3,600
    VAAD LEORER YESHAINIM
    150 BOULEVARD
    PASSAIC,NJ07055     		N/A PC CHARITABLE 10,000
    YAD MALKA
    4403 15TH AVE 127
    BROOKLYN,NY11219     		N/A PC CHARITABLE 1,250
    YAD YEHUDA OF GREATER WASHINGTON
    812 HYDE CT
    SILVER SPRING,MD20902     		N/A PC CHARITABLE 25,000
    YESHIVA CHAIM BERLIN
    1585 CONEY ISLAND AVENUE
    BROOKLYN,NY11230     		N/A PC CHARITABLE 7,250
    YESHIVA MIGDAL TORAH
    1191 EAST 18TH STREET
    BROOKLYN,NY11230     		N/A PC CHARITABLE 12,000
    YESHIVA MIR YERUSHALAYIM
    5227 NEW UTRECHT AVENUE
    BROOKLYN,NY11219     		N/A PC CHARITABLE 18,000
    YESHIVA OF GREATER WASHINGTON
    2010 LINDEN LANE
    SILVER SPRING,MD20910     		N/A PC CHARITABLE 100,000
    YESHIVA TORAH VODAATH AND MESIVTA
    425 EAST 9TH ST
    BROOKLYN,NY11218     		N/A PC CHARITABLE 6,500
    YIEIP
    11618 SEVEN LOCKS DRIVE
    POTOMAC,MD20854     		N/A PC CHARITABLE 25,000
    YOUTH ART FOR HEALING
    PO BOX 30183
    BETHESDA,MD20824     		N/A PC CHARITABLE 2,500
    Total .................................bullet 3a 1,446,157
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 2  
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		         
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 0 8,649 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    8,649
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2021
    Name of the organization
    THE DENNIS BERMAN FAMILY FOUNDATION INC
     
    Employer identification number

    31-1684732
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    THE DENNIS BERMAN FAMILY FOUNDATION INC
          		Employer identification number
    31-1684732
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    DENNIS BERMAN
     
    11705 GAINSBOROUGH ROAD
     
    POTOMAC, MD20854

    		$ 3,945,036


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 3
    Name of organization
    THE DENNIS BERMAN FAMILY FOUNDATION INC
          		Employer identification number

    31-1684732
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    THE DENNIS BERMAN FAMILY FOUNDATION INC
          		Employer identification number

    31-1684732
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 AccountingFeesSchedule
    Name:
    THE DENNIS BERMAN FAMILY FOUNDATION INC
    EIN:
    31-1684732
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 8,648 8,648   0

    TY 2021 DistributionFromCorpusElection
    Name:
    THE DENNIS BERMAN FAMILY FOUNDATION INC
    EIN:
    31-1684732
    Election:
    PURSUANT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE DENNIS BERMAN FAMILY FOUNDATION, INC. EIN 31-1684732, HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS._______________________________________DENNIS BERMAN, DIRECTOR _______________________________________DATE

    TY 2021 InvestmentsOtherSchedule2
    Name:
    THE DENNIS BERMAN FAMILY FOUNDATION INC
    EIN:
    31-1684732
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    VINTAGE CAPITAL PARTNERS, LP FMV 48,701 48,701
    TZG-DIVERSIFIED, LLC FMV 120,027 120,027
    EJF INVESTMENTS LIMITED FMV 42,128 42,128
    WELLS FARGO INVESTMENT FMV 1,650,917 2,546,441

    TY 2021 OtherExpensesSchedule
    Name:
    THE DENNIS BERMAN FAMILY FOUNDATION INC
    EIN:
    31-1684732
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER PORTFOLIO DEDUCTIONS (K-1 FORMS) 1,416 1,416   0
    MISCELLANEOUS 146 146   0


    TY 2021 OtherLiabilitiesSchedule
    Name:
    THE DENNIS BERMAN FAMILY FOUNDATION INC
    EIN:
    31-1684732
    Description Beginning of Year - Book Value End of Year - Book Value
    PASSTHROUGH DEBT 124,895 109,395