BERMAN CHARITABLE TRUST: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- BERMAN CHARITABLE TRUST (EIN 58-6195209)
- Tax period
- 2021-04-01 to 2022-03-31
- Filed
- 2022-07-07
- IRS object ID
- 202211889349100231
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-07-07T19:26:06-05:00 | ReturnTs |
| Tax Period End | 2022-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 871526788 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERMAN & RUSENKO LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3445 PEACHTREE ROAD NE SUITE 1150 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30326 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 586195209 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BERMAN CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BERM | BusinessNameControlTxt |
| Phone | 4042622181 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2660 PEACHTREE ROAD NW UNIT 20A | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30305 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CALMA A BERMAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4042622181 | PhoneNum |
| Signature | 2022-07-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CALMA | PersonFirstNm |
| Person Last | BERMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEPHEN M BERMAN | PreparerPersonNm |
| PTIN | P00031703 | PTIN |
| Phone | 4042622181 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,132,173 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $20,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $5 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $108,306 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $108,306 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $17,999 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $719,483 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $17,999 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $146,310 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $126,310 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,175 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,725 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $30,652 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $30,652 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,919 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,919 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $80 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $75 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $40,551 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $38,751 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,800 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $183,890 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $183,890 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $224,441 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $38,751 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $185,690 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$78,131 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $87,559 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $41,807 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $31,264 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $31,264 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $20,367 | AcctRcvblAmt |
| Acct Rcvbl EOY | $20,367 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $20,367 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $3,151,226 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,563,271 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,080,542 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $500,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,693,033 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,614,902 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,132,173 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,693,033 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,614,902 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,693,033 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,614,902 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,693,033 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,614,902 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,693,033 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$78,131 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,614,902 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,614,902 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (20 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 2.4214 SHS ISHARES TR RUSSELL 1000 GROWTH ETF | P | 2020-03-31 | 2022-03-18 | $647 | $360 | $287 | $287 |
| 6.6135 SHS ISHARES TR RUSSELL 1000 GROWTH ETF | P | 2019-03-26 | 2022-03-18 | $1,767 | $1,005 | $762 | $762 |
| 5.9651 SHS ISHARES TR RUSSELL 1000 GROWTH ETF | P | 2019-06-21 | 2022-03-18 | $1,593 | $939 | $654 | $654 |
| 6.1242 SHS ISHARES TR RUSSELL 1000 GROWTH ETF | P | 2019-12-20 | 2022-02-16 | $1,667 | $1,063 | $604 | $604 |
| 0.8003 SHS ISHARES TR RUSSELL 1000 GROWTH ETF | P | 2020-06-19 | 2022-02-16 | $218 | $153 | $65 | $65 |
| 4.5004 SHS ISHARES TR RUSSELL 1000 GROWTH ETF | P | 2020-06-19 | 2022-02-16 | $1,225 | $860 | $365 | $365 |
| 0.8819 SHS ISHARES TR RUSSELL 1000 GROWTH ETF | P | 2020-09-29 | 2022-02-16 | $240 | $183 | $57 | $57 |
| 4.9588 SHS ISHARES TR RUSSELL 1000 GROWTH ETF | P | 2020-09-29 | 2022-02-16 | $1,350 | $1,030 | $320 | $320 |
| 0.6725 SHS ISHARES TR RUSSELL 1000 GROWTH ETF | P | 2020-12-18 | 2022-02-16 | $183 | $159 | $24 | $24 |
| 3.7813 SHS ISHARES TR RUSSELL 1000 GROWTH ETF | P | 2020-12-18 | 2022-02-16 | $1,029 | $892 | $137 | $137 |
| 0.5503 SHS ISHARES TR RUSSELL 1000 GROWTH ETF | P | 2019-06-21 | 2022-02-16 | $150 | $87 | $63 | $63 |
| 6.3111 SHS ISHARES TR RUSSELL 1000 GROWTH ETF | P | 2019-09-30 | 2022-02-16 | $1,718 | $1,012 | $706 | $706 |
| 1,861 SHS VANGUARD STAR FDS VANGUARD TOTAL INTL STOCK INDEX FD ETF SHS | P | 2015-12-10 | 2021-06-02 | $124,992 | $84,559 | $40,433 | $40,433 |
| 4.6133 SHS ISHARES TR RUSSELL 1000 GROWTH ETF | P | 2021-09-30 | 2022-02-16 | $1,256 | $1,291 | -$35 | -$35 |
| 3.8059 SHS ISHARES TR RUSSELL 1000 GROWTH ETF | P | 2021-12-17 | 2022-02-16 | $1,036 | $1,132 | -$96 | -$96 |
| 422.535 SHS DODGE & COX INCOME FUND | P | 2021-01-06 | 2021-12-01 | $5,983 | $6,162 | -$179 | -$179 |
| 5,440.696 SHS THE HARTFORD STRATEGIC INCOME FUND CLASS I | P | 2021-06-02 | 2021-11-18 | $50,000 | $50,598 | -$598 | -$598 |
| 3,711.878 SHS EATON VANCE PARAMETRIC VOLATILITY RISK PREMIUM DEFENSE FUND | P | 2021-06-02 | 2021-08-10 | $51,669 | $49,999 | $1,670 | $1,670 |
| ADDITIONAL LOSS ON REDEMPTION OF ARROMARK INCOME OPP. FUND, LTD. | P | 2014-07-01 | 2021-04-01 | $407,335 | $500,000 | -$92,665 | -$92,665 |
| CAPITAL GAINS DIVIDENDS | P | $65,425 | $65,425 | $65,425 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $17,999 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,217 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,217 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,217 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,093 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,093 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,876 | OverpaymentAmt |
| Applied To ES Tax | $2,876 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | GA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | STEPHEN M BERMAN | IndividualWithBooksNm |
| Phone | 4042569469 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2660 PEACHTREE RD NW UNIT 20A | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30305 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| STEPHEN M BERMAN | ||||||||
| 2660 PEACHTREE RD NW UNIT 20A | ATLANTA | GA | 30305 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| CALMA A BERMAN | ||||||||
| 2660 PEACHTREE RD NW UNIT 20A | ATLANTA | GA | 30305 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JUSTIN F BERMAN | ||||||||
| 2660 PEACHTREE RD NW UNIT 20A | ATLANTA | GA | 30305 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ALYZA B MILRAD | ||||||||
| 2660 PEACHTREE RD NW UNIT 20A | ATLANTA | GA | 30305 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| LILA B FAIR | ||||||||
| 2660 PEACHTREE RD NW UNIT 20A | ATLANTA | GA | 30305 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,217,237 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $130,673 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,347,910 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,347,910 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $80,219 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,267,691 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $263,385 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $263,385 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,217 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,217 | TotalTaxAmt |
| Distributable Before Adj | $262,168 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $262,168 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $262,168 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $185,690 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $185,690 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $262,168 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $179,470 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $185,690 | QualifyingDistributionsAmt |
| Applied To Year1 | $179,470 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,220 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $255,948 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | STEPHEN M BERMAN | ContributingManagerNm |
| Contributing Manager | CALMA A BERMAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CHRIS 180 | |||||||
| 1030 FAYETTEVILLE ROAD SE | ATLANTA | GA | 30316 | N/A | PUBLIC | ANNUAL CONTRIBUTION. | $1,500 |
| THE BREMAN | |||||||
| 1440 SPRING STNW | ATLANTA | GA | 30309 | N/A | PUBLIC | ANNUAL CONTRIBUTION. | $5,000 |
| JEWISH HOME LIFE COMMUNITIES | |||||||
| 3150 HOWELL MILL ROAD NW | ATLANTA | GA | 30327 | N/A | PUBLIC | AUXILLIARY LUNCHEON. | $1,500 |
| TEMPLE SINAI | |||||||
| 5645 DUPREE DRIVE NW | ATLANTA | GA | 30327 | N/A | PUBLIC | CANTOR BETH SHAFER DISC. FUND. | $500 |
| TEMPLE SINAI | |||||||
| 5645 DUPREE DRIVE NW | ATLANTA | GA | 30327 | N/A | PUBLIC | ANNUAL CONTRIBUTION. | $500 |
| TEMPLE SINAI | |||||||
| 5645 DUPREE DRIVE NW | ATLANTA | GA | 30327 | N/A | PUBLIC | ANNUAL CONTRIBUTION. | $500 |
| TEMPLE SINAI | |||||||
| 5645 DUPREE DRIVE NW | ATLANTA | GA | 30327 | N/A | PUBLIC | ANNUAL CONTRIBUTION. | $1,000 |
| TEMPLE SINAI | |||||||
| 5645 DUPREE DRIVE NW | ATLANTA | GA | 30327 | N/A | PUBLIC | IN APPRECIATION - GAVIN FAIR BABY NAMING. | $500 |
| JEWISH HOME LIFE COMMUNITIES | |||||||
| 3150 HOWELL MILL ROAD NW | ATLANTA | GA | 30327 | N/A | PUBLIC | CONTRIBUTION FOR GALA 2021. | $8,000 |
| TEMPLE SINAI | |||||||
| 5645 DUPREE DRIVE NW | ATLANTA | GA | 30327 | N/A | PUBLIC | ANNUAL CONTRIBUTION. | $500 |
| EMORY GADRC | |||||||
| 1762 CLIFTON ROAD NE SUITE 1400 | ATLANTA | GA | 30322 | N/A | PUBLIC | A FAMILY AFFAIR CONTRIBUTION. | $1,200 |
| PIEDMONT HEALTHCARE FOUNDATION | |||||||
| 2001 PEACHTREE ROAD SUITE 400 | ATLANTA | GA | 30305 | N/A | PUBLIC | ANNUAL CONTRIBUTION. | $1,500 |
| TEMPLE SINAI | |||||||
| 5645 DUPREE DRIVE NW | ATLANTA | GA | 30327 | N/A | PUBLIC | RABBI SEGAL DISCRETIONARY FUND. | $360 |
| TEMPLE SINAI | |||||||
| 5645 DUPREE DRIVE NW | ATLANTA | GA | 30327 | N/A | PUBLIC | RABBI LEVENBERG DISCRETIONARY FUND. | $360 |
| TEMPLE SINAI | |||||||
| 5645 DUPREE DRIVE NW | ATLANTA | GA | 30327 | N/A | PUBLIC | RABBI TRIEF DISCRETIONARY FUND. | $360 |
| TEMPLE SINAI | |||||||
| 5645 DUPREE DRIVE NW | ATLANTA | GA | 30327 | N/A | PUBLIC | CANTOR SHAFER DISCRETIONARY FUND. | $360 |
| DAVIS ACADEMY | |||||||
| 7901 ROBERTS DRIVE | ATLANTA | GA | 30350 | N/A | PUBLIC | ANNUAL CONTRIBUTION. | $2,500 |
| NOTRE DAME UNIVERSITY | |||||||
| 1100 GRACE HALL | NOTRE DAME | IN | 46556 | N/A | PUBLIC | BERMAN SCHOLARSHIP FUND. | $5,000 |
| TULANE UNIVERSITY | |||||||
| 1555 POYDRAS STREET SUITE 1000 | NEW ORLEANS | LA | 70112 | N/A | PUBLIC | ANNUAL CONTRIBUTION. | $10,000 |
| JEWISH HOME LIFE COMMUNITIES | |||||||
| 3150 HOWELL MILL ROAD NW | ATLANTA | GA | 30327 | N/A | PUBLIC | ANNUAL CONTRIBUTION. | $10,000 |
| ATLANTA JEWISH FILM FESTIVAL | |||||||
| 1800 PEACHTREE STREET SUITE 830 | ATLANTA | GA | 30309 | N/A | PUBLIC | ANNUAL CONTRIBUTION. | $5,000 |
| PIEDMONT HEALTHCARE FOUNDATION | |||||||
| 2001 PEACHTREE ROAD SUITE 400 | ATLANTA | GA | 30305 | N/A | PUBLIC | ANNUAL CONTRIBUTION. | $5,000 |
| UNION FOR REFORM JUDAISM | |||||||
| 633 THIRD AVENUE | NEW YORK | NY | 10017 | N/A | PUBLIC | ANNUAL CONTRIBUTION. | $5,000 |
| THE GALLOWAY SCHOOL | |||||||
| 215 CHASTAIN PARK AVENUE NW | ATLANTA | GA | 30342 | N/A | PUBLIC | ANNUAL CONTRIBUTION. | $2,500 |
| JEWISH WOMEN'S FUND OF ATLANTA | |||||||
| 1440 SPRING STNW | ATLANTA | GA | 30309 | N/A | PUBLIC | ANNUAL CONTRIBUTION. | $3,000 |
| JEWISH FEDERATION OF GREATER ATLANTA | |||||||
| 1440 SPRING STNW | ATLANTA | GA | 30309 | N/A | PUBLIC | ANNUAL CONTRIBUTION. | $14,000 |
| JEWISH EDUCATIONAL LOAN FUND | |||||||
| 6065 ROSWELL ROAD SUITE 740 | ATLANTA | GA | 30328 | N/A | PUBLIC | ANNUAL CONTRIBUTION. | $2,500 |
| MUSEUM OF THE SOUTHERN JEWISH EXPERIENCE | |||||||
| 818 HOWARD AVENUE | NEW ORLEANS | LA | 70113 | N/A | PUBLIC | ANNUAL CONTRIBUTION. | $5,000 |
| MARCUS JEWISH COM CENTER OF ATLANTA | |||||||
| 5342 TILLY MILL ROAD | ATLANTA | GA | 30338 | N/A | PUBLIC | IN HONOR OF ERWIN ZABAN'S 100TH BIRTHDAY. | $6,700 |
| TEMPLE SINAI | |||||||
| 5645 DUPREE DRIVE NW | ATLANTA | GA | 30327 | N/A | PUBLIC | SEGAL/KRANZ CELEBRATION. | $3,600 |
| AMERICAN JEWISH COMMITTEE | |||||||
| 6 PIEDMONT CENTER SUITE 510 | ATLANTA | GA | 30305 | N/A | PUBLIC | IN HONOR OF OF DAVID HARRIS AND ANNUAL CONTRIBUTION. | $18,000 |
| TEMPLE SINAI | |||||||
| 5645 DUPREE DRIVE NW | ATLANTA | GA | 30327 | N/A | PUBLIC | JHL AUXILLIARY. | $700 |
| GRADY HEALTH FOUNDATION | |||||||
| 191 PEACHTREE STREET SUITE 820 | ATLANTA | GA | 30303 | N/A | PUBLIC | WHITE COAT GRADY GALA. | $15,000 |
| JEWISH HOME LIFE COMMUNITIES | |||||||
| 3150 HOWELL MILL ROAD NW | ATLANTA | GA | 30327 | N/A | PUBLIC | ANNUAL CAMPAIGN. | $40,000 |
| JEWISH FAMILY & CAREER SERVICES | |||||||
| 4549 CHAMBLEE DUNWOODY ROAD | ATLANTA | GA | 30338 | N/A | PUBLIC | ANNUAL CONTRIBUTION. | $2,500 |
| ATLANTA HISTORY CENTER | |||||||
| 130 W PACES FERRY ROAD | ATLANTA | GA | 30305 | N/A | PUBLIC | BENEFACTOR'S CIRCLE DONATION. | $1,750 |
| PIEDMONT HEALTHCARE FOUNDATION | |||||||
| 2001 PEACHTREE ROAD SUITE 400 | ATLANTA | GA | 30305 | N/A | PUBLIC | IN HONOR OF SID KIRSCHNER'S GREAT GRANDCHILD. | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $183,890 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $108,306 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $17,999 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $126,310 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $126,310 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ALYZA B MILRAD | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 105 CROSSROADS COURT | AddressLine1Txt |
| City | SANDY SPRINGS | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30327 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $20,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,900 | Amt |
| Net Investment Income | $5,175 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,725 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABERDEEN EMERGING MARKETS FUND INSTITUTIONAL CLASS | $304,420 | $361,752 |
| CALAMOS GLOBAL CONVERTIBLE FUND CLASS I | $214,301 | $202,501 |
| FULLER & THALER BEHAVIORAL SMAILL CAP EQUITY FUND | $186,023 | $268,028 |
| DODGE & COX INCOME FUND | $118,863 | $108,080 |
| ISHARES TR RUSSELL 1000 GROWTH ETF | $264,806 | $771,795 |
| ISHARES TR EDGE MSCI USA QUALITY FACTOR | $366,268 | $605,296 |
| ISHARES TR CORE MSCI EAFE ETF | $483,987 | $554,898 |
| VANGUARD TOTAL INTL STOCK INDEX FD ETF | $278,390 | $359,662 |
| VANGUARD INDEX FDS VANGUARD MID-CAP | $205,124 | $393,373 |
| VANGUARD INDEX FDS VANGUARD LARGE CAP ETF | $451,700 | $624,219 |
| VANGUARD INDEX FDS VANGUARD VALUE ETF | $289,973 | $474,722 |
| FPA CRESCENT PORTFOLIO | $50,015 | $43,259 |
| THE HARTFORD STRATEGIC INCOME FUND | $349,401 | $312,957 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $75 | $0 | $75 |
| MARGIN INTEREST | $5 | $5 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $30,652 | Amt |
| Net Investment Income | $30,652 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $2,919 | Amt |
| Net Investment Income | $2,919 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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