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 Bergman Foundation
 
% Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address)Foundation Source 501 Silverside Rd
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Wilmington, DE198091377
A Employer identification number

84-3220929
B Telephone number (see instructions)

(800) 839-1754
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$5,230,696J 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) 0
2 Check bullet.............
3 Interest on savings and temporary cash investments 9,257 9,257  
4 Dividends and interest from securities... 60,681 60,681  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 11,499
b Gross sales price for all assets on line 6a 730,974
7 Capital gain net income (from Part IV, line 2)... 11,499
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........ 81,437 81,437  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 20,000     20,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 14,188 0 0 14,188
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 28,502 4,350   24,152
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 5,715 5,215    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications.......... 2,880     2,880
23 Other expenses (attach schedule)....... Click to see attachment 21,883 1,354   20,529
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 93,168 10,919 0 81,749
25 Contributions, gifts, grants paid....... 100,000 100,000
26 Total expenses and disbursements. Add lines 24 and 25 193,168 10,919 0 181,749
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -111,731
b Net investment income (if negative, enter -0-) 70,518
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.............      
2 Savings and temporary cash investments......... 5,021,740 169,963 169,963
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)   Click to see attachment233,036 228,915
b Investments—corporate stock (attach schedule).......   Click to see attachment4,314,365 4,642,340
c Investments—corporate bonds (attach schedule).......   Click to see attachment192,645 189,478
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
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) 5,021,740 4,910,009 5,230,696
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)    
23 Total liabilities (add lines 17 through 22)......... 0 0
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 5,021,740 4,910,009
29 Total net assets or fund balances (see instructions)..... 5,021,740 4,910,009
30 Total liabilities and net assets/fund balances (see instructions). 5,021,740 4,910,009
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
5,021,740
2
Enter amount from Part I, line 27a .....................
2
-111,731
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
4,910,009
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
4,910,009
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.)
1 a Publicly-traded Securities      
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 730,974   719,475 11,499
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       11,499
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 11,499
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  
3 Add lines 1 and 2........................... 3 980
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 980
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 590
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 500
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,090
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 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 10 110
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet110 RefundedBullet 11  
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$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
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)
    bulletDE
    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 addressbullet  
    14
    The books are in care ofbulletFoundation Source Telephone no.bullet (800) 839-1754

    Located atbullet501 Silverside Road Suite 123WilmingtonDE ZIP+4bullet198091377
    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)
    Yes
     
    (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
     
    No
    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
    Bennet Bergman Dir, Sec
    1.0     		20,000 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Elise Bergman Dir, Treas
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Elliot Bergman Dir, Pres
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Natalie Bergman Dir, VP
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    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
     
    Total number of other employees paid over $50,000...................bullet  
    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
     
    Total number of others receiving over $50,000 for professional services.............bullet  
    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 The Bergman Book Prize. Description: A prize of $10,000 will be awarded for a first or second book of poetry in 2021, WITH PUBLICATION OF THE BOOK AND NATIONAL DISTRIBUTION 32,727
    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.........................bullet  
    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
    3,634,019
    b
    Average of monthly cash balances.......................
    1b
    1,673,783
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    5,307,802
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    5,307,802
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    79,617
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    5,228,185
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    261,409
    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
    261,409
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    980
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    980
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    260,429
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    260,429
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    260,429
    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 7 260,429
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 181,705
    b Total for prior years:2019, 2018, 2017  
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........  
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 181,749
    a Applied to 2020, but not more than line 2a 181,705
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2021 distributable amount..... 44
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021.    
    (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 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    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......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		260,385
    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) .......     		 
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021.... 0
    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).)
    NONE
    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
    ART INSTITUTE OF CHICAGO
    111 S MICHIGAN AVE
    CHICAGO,IL60603     		N/A PC School of the Art Institute of Chicago - Fashion Council 10,000
    ARTS OF LIFE
    2010 W CARROLL AVE
    CHICAGO,IL60612     		N/A PC General & Unrestricted 10,000
    CHICAGO CHILDRENS CHOIR
    78 E WASHINGTON ST
    CHICAGO,IL60602     		N/A PC General & Unrestricted 15,000
    NATIONAL AUDUBON SOCIETY INC
    225 VARICK ST 7TH FLOOR
    NEW YORK,NY10014     		N/A PC General & Unrestricted 25,000
    NOVO MISSION INC
    1240 N LAKEVIEW AVE STE 120
    ANAHEIM,CA92807     		N/A PC General & Unrestricted 30,000
    R Mannheimer
    97 Church Ave
    Germantown,NY12526     		NONE I The Bergman Book Prize 10,000
    Total .................................bullet 3a 100,000
    bApproved for future payment
    Total .................................bullet 3b  
    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 9,257  
    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 ............     		    18 11,499  
    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) ..   81,437  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    81,437
    (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

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2021 DepreciationSchedule
    Name:
    The Bergman Foundation
    EIN:
    84-3220929
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    The Bergman Foundation
    EIN:
    84-3220929
    Name of Bond End of Year Book Value End of Year Fair Market Value
    AMGEN INC - 2.300% - 02/25/193 10,065 10,067
    BANK OF AMERICA - 3.950% - 04/ 11,016 10,693
    BIOGEN INC - 2.250% - 05/01/20 9,920 9,858
    CITIGROUP INC - 3.200% - 10/21 10,846 10,603
    JP MORGAN CHASE - 2.956% - 05/ 9,619 9,328
    ORACLE CORP - 2.950% - 05/15/2 10,838 10,369
    UNITED STATES TREAS SER AV-202 97,073 96,666
    VERIZON COMMUNICATIONS INC - 2 9,400 9,090
    WELLS FARGO CO - 4.100% - 06/0 23,868 22,804

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    The Bergman Foundation
    EIN:
    84-3220929
    Name of Stock End of Year Book Value End of Year Fair Market Value
    8X8 INC 1,453 721
    A B ELECTRLX S ADR# 4,473 3,646
    ABBOTT LABS 15,349 17,452
    ABBVIE INC 17,976 22,476
    ABIOMED 8,290 8,979
    ACCENTURE PLC 26,660 38,553
    ACCO BRANDS CORPORATION 634 586
    ACCOLADE ORD SHS 756 422
    ACUITY BRANDS INC 2,062 2,541
    ADECCO S.A. UNSP/ADR 2,231 2,199
    ADIDAS AG 13,502 11,664
    ADOBE SYSTEMS, INC 35,557 38,560
    ADVANCED MICRO DEVICES INC 12,339 21,585
    ADYEN N.V. 8,001 7,896
    AEGON N V ORD AMER REG 5,580 5,953
    AEON CO LTD ADR OTC 2,121 2,146
    AFLAC INC 7,454 8,175
    AGILENT TECHNOLOGIES INC 17,962 21,393
    AGIOS PHARMACEUTICALS INC 1,313 789
    AGREE REALTY CORP 1,041 1,070
    AGRICULTURAL BANK OF CHINA LIM 573 487
    AIA GROUP LTD ADR 9,611 7,580
    AKZO NOBEL NV-ADR 4,408 3,968
    ALARM.COM HOLDINGS INC 1,802 1,611
    ALFA LAVAL AB 3,304 3,993
    ALLIANT CORP 5,359 5,963
    ALLIANZ SE 7,715 6,965
    ALSTOM 9,752 6,474
    AMADEUS IT HLDS SA 4,699 4,537
    AMAZON COM 98,228 96,696
    AMER EQ INV LIFE HLD 1,281 1,557
    AMERICA MOVIL SA 525 760
    AMERICAN CAPITAL AGENCY CORP 2,191 2,060
    AMERICAN EXPRESS CO 18,952 20,777
    AMERICAN WATER WORKS COMPANY I 5,109 6,044
    AMERIPRISE FINANCIAL INC 9,898 12,066
    AMERISOURCEBERGEN CORP 11,862 13,156
    AMGEN INC 21,798 19,122
    ANAPLAN INC 1,219 917
    ANGLO AM PLC ADR 4,055 3,746
    ANGLOGOLD ASHANTI LTD 721 671
    ANLGO AMERICAN PLATINUM 889 854
    ANTA SPORTS PRODUC UNSP ADR EA 2,776 1,869
    ANTHEM INC 9,730 12,052
    APA CORPORATION 1,084 1,156
    APELLIS PHARMACEUTICALS 512 473
    API GROUP CORPORATION 1,443 1,675
    APPLE INC 125,839 163,896
    APPLIED IDNS TECH 2,278 2,465
    APPLIED MATERIALS INC 10,964 12,904
    ARAMARK 1,034 958
    ARCELIK A S UNSP ADR 694 720
    ARES MANAGEMENT CORPORATION 2,051 2,844
    ARLINGTON ASSET INVT NEW 790 469
    ASAHI KAISAI CP ADR 3,828 3,382
    ASBURY AUTOMOTIVE GR 2,033 1,727
    ASML HOLDING NV NY REG SHS 20,629 25,476
    ASSA ABLOY UNSP/ADR 2,512 2,535
    ASTELLAS PHARMA INC 5,537 5,955
    ASTRAZENECA 11,275 12,932
    AT&T, INC 22,556 18,524
    ATLAS COPCO AB A SHS ADR 8,279 8,664
    ATLAS COPCO AB B SHS ADR 2,126 2,444
    ATMOS ENERGY CORP 2,627 2,724
    ATOS SE UNSPONS ADR 2,863 2,335
    AUTO TRADER GROUP UNSP ADR EA 2,821 3,513
    AUTODESK, INC 18,069 16,871
    AUTOMATIC DATA PROCESSING INC 19,466 24,905
    AVALONBAY CMNTYS INC 5,312 7,073
    AVANGRID INC 5,099 4,838
    AVATAR HOLDINGS INC. 1,377 1,559
    AVIVA PLC 5,307 5,315
    AVNET INC 2,929 3,298
    AXA ADS 13,197 13,784
    AZENTA INC 1,943 2,062
    BAIDU.COM - ADR 2,793 1,934
    BAKER HUGHES COMPANY 6,157 5,774
    BALCHEM CORP 1,845 2,529
    BALL CP 5,168 5,487
    BANCO BRADESCO S.A. SPONS ADR 2,440 1,977
    BANCO BRADESCO SA SPONSORED AD 1,405 1,041
    BANCO DE CHILE ADS 923 597
    BANCO DO BRASIL S A SPONSORED 762 742
    BANCO SANTANDER BRASIL 2,201 1,794
    BANCO SANTANDER CHIL ADR 1,632 1,043
    BANCOLOMBIA SA 856 790
    BANK NEW YORK MELLON CORP COM 9,961 12,603
    BANK OF AMERICA CORP 30,540 34,791
    BANK OF CHINA UNSP/ADR 2,971 2,679
    BARCLAYS PLC ADR 3,775 3,892
    BARRATT DEVEL 4,180 4,328
    BASF AG SPONS ADR 6,583 5,329
    BATH & BODY WORKS, INC 632 768
    BB SEGURIDADE 364 307
    BILIBILI INC. 1,858 835
    BILL COM HOLDINGS 745 1,246
    BJ'S WHLSL CLUB INC 1,018 1,406
    BLACKROCK INC 25,944 29,298
    BLOCK INC 11,883 7,429
    BLUCORA, INC. 481 502
    BNP PARIBAS SPONS ADR 13,359 14,612
    BOOZ ALLEN HAMILTON HOLDING CO 3,687 3,646
    BORG WARNER INC 12,298 11,718
    BOSTON SCIENTIFIC 13,049 13,594
    BOTTOMLINE TECHNOLOGIES, INC 1,223 1,412
    BP PLC SPONSORED ADR 8,760 9,267
    BRADY CP CL A 1,478 1,563
    BRAMBLES LTD UNSP AD 4,274 4,040
    BRASKEM ADR 462 464
    BRISTOL-MYERS SQUIBB CO 21,798 20,825
    BRITISH LAND CO S/ADR 4,697 4,899
    BRUNSWICK CORP 1,920 1,914
    BUNZL PLC SPONSORED ADR 4,305 4,854
    BURBERRY GROUP PLC 2,137 2,137
    BYD CO LTD UNSP/ADR 1,316 1,283
    CANON INC 2,945 3,005
    CAP GEMINI SA UNSP/ADR 7,960 10,522
    CARDINAL HEALTH INC 13,110 12,255
    CARLISLE COS INC 1,226 1,737
    CARLYLE GROUP 1,535 2,141
    CARREFOUR S.A 4,091 4,059
    CARRIER GLOBAL 22,788 26,740
    CBRE GROUP 10,738 14,215
    CD PROJEKT SA 475 429
    CEMEX SA DE CV A ADS 1,831 1,634
    CENTRAL JAPAN RY CO ADR 4,563 4,207
    CHEMICAL AND MINING CO OF CHIL 1,486 1,362
    CHIMERA INVT CORP 984 1,146
    CHINA CONSTRUCT UNSPON ADR 8,544 6,980
    CHINA SHENHUA ADR 505 550
    CHUGAI PHARMACEUTICAL CO., LTD 2,805 2,307
    CIELO SA ADR 462 266
    CIGNA CORPORATION 14,892 13,548
    CIMPRESS PLC EURO 514 430
    CISCO SYSTEMS INC 20,963 25,158
    CLICKS GROUP LIMITED 525 595
    COCA COLA BOTTLING CONS 919 1,858
    COCA COLA FEMSA SA 486 548
    COGENT COMMUNICATIONS GROUP, I 762 805
    COLOPLAST AS ADR 3,565 3,956
    COMCAST CORP 27,169 24,863
    COMMERCIAL METALS 650 798
    COMPAGNIE FINANCIERE RICHEMONT 13,257 19,031
    COMPANHIA BRASIL ADS 617 375
    COMPANHIA ENERG DE ADR 640 770
    COMPANHIA PARANAENSE DE ENERGI 746 743
    COMPANHIA SANEA ADS 435 411
    COMPASS GROUP PLC ADR 7,098 7,405
    CONOCOPHILLIPS 5,651 7,940
    CONSOLIDATED EDISON INC 14,598 15,955
    COSTCO WHOLESALE CORPORATION 18,249 27,817
    COVETRUS INC 494 519
    CRESUD S.A.C.I.F. Y A. - AMERI 623 519
    CRH PLC - AMERICAN DEPOSITARY 9,901 10,771
    CSL LTD 5,127 5,184
    CUSHMAN & WAKEFIELD PLC 1,073 1,379
    CVS CAREMARK CORP 12,276 16,712
    CYRELA BRAZIL RLTY S A EMPREEN 560 381
    DAI NIPPON PRINTING LTD JAPANS 2,250 2,342
    DAIICHI SANKYO CO LTD SPONSORE 4,821 4,413
    DAIKIN INDS LTD ADR 7,267 7,954
    DAIMLER AG ADR 4,939 5,732
    DAIWA HOUSE IND LTD 5,036 4,563
    DANAHER CORP 10,380 12,831
    DAQO NEW ENERGY CORP NEW 779 444
    DASSAULT SYS SA SPN ADR 6,911 8,952
    DELL TECHNOLOGIES INC CLASS C 5,017 5,673
    DELUXE CORPORATION 779 674
    DENSO CORP ADR 5,753 7,193
    DEUTSCHE POST AG 3,319 3,653
    DEVON ENERGY CORPORATION 1,191 2,379
    DIAMONDBACK ENERGY INC 778 1,079
    DIAMONDROCK HOSP CO 1,124 1,076
    DORMAN PRODUCTS INC 1,719 1,808
    DOUGLAS EMMETT INC 1,532 1,575
    DOVER CORP 19,750 25,606
    DOW INC 5,104 4,594
    DRDGOLD LTD SPON ADR EACH REP 784 636
    DRIL QUIP INC 1,072 827
    EAST JAPAN RAILWAY C 4,936 4,506
    EATON CORP PLC 8,173 10,024
    EBAY INC 11,559 11,904
    ECOLAB INC 7,774 8,211
    ECOPETROL SA 1,007 1,005
    EDWARDS LIFESCIENCES 10,268 15,028
    EISAI LTD 2,013 1,705
    ELASTIC NV 1,571 1,477
    ELECTRONIC ARTS 31,948 29,941
    ELEKTA B SHS ADR 2,860 3,302
    EMERGENT BIOSOLUTIONS INC 848 478
    EMPRESA DISTRIBUIDORA Y COMERC 457 652
    ENEL AMERICAS ADR 502 326
    ENEL SOCIETA PER AZI 10,262 7,888
    ENERSIS CHILE S.A 499 226
    ENPHASE ENERGY ORD SHS 6,334 8,232
    EQUINOR ASA 2,998 3,976
    EQUITY RESIDENTIAL PPTYS TR 6,003 6,426
    ERICSSON L M TEL CO 5,652 4,370
    ESTACIO PARTICI ADR 551 379
    ESTEE LAUDER COMPANIES INC 17,733 21,101
    ETSY INC 7,780 7,882
    EVERSOURCE ENERGYINC 5,120 5,186
    EVERTEC INC 1,518 1,849
    EXELIXIS, INC. 1,811 1,408
    EXPEDITORS INTL WASH INC 6,011 7,252
    EXPERIAN GROUP LTD S/ADR 10,013 13,116
    EXPONENT, INC 3,144 3,619
    EXTRA SPACE STORAGE 6,137 9,749
    EXXON MOBIL CORP 15,614 16,827
    FABRINET INC 1,167 1,540
    FAST RETAILING CO LT 7,553 5,156
    FIGS ORD SHS CLASS A 466 331
    FINVOLUTION GROUP 493 399
    FOMENTO ECONOMICO MEXICANO 647 622
    FORD MOTOR COMPANY 7,183 12,192
    FORESTAR REAL ESTATE GROUP INC 1,415 1,196
    FORTESCUE METALS G ADR EA REPR 5,318 4,603
    FORTIVE CORPORATION 5,336 5,798
    FORWARD AIR CORP 2,136 2,906
    FOX CORP CL A 9,832 8,635
    FOX CORP CL B 12,958 13,125
    FOX FACTORY HOLDING CORPORATIO 1,414 1,701
    FRONTDOOR INC 1,762 1,283
    FULLER H B CO 1,950 2,349
    GALP ENERGIA 2,508 2,101
    GAMESA CORP TECN UNSP/ADR 2,623 1,935
    GAP INC 2,403 1,306
    GARTNER INC 4,993 8,692
    GAZPROM NEFT S/ADR 1,836 2,207
    GDS HOLDINGS LTD 705 472
    GEELY AUTOMBL HL UNSP ADR 1,352 1,296
    GENMAB A/S SPON 2,505 2,809
    GENTHERM INC 2,015 2,259
    GILEAD SCIENCES INC 13,084 14,232
    GIVAUDAN SA UNSP/ADR 14,093 17,625
    GLACIER BANCORP INC 1,673 1,588
    GOL LINHAS AERS I SP ADR 623 472
    GOLD FIELDS LTD ADS 475 517
    GOLDMAN SACHS GROUP 16,502 17,597
    GRAINGER W W INC 10,105 12,956
    GRAVITY 1,007 545
    GREENTREE HOSPITALTY GROUP LTD 624 380
    GROUP 1 AUTOMOTIVE INC 1,478 1,757
    GRUPO AEROPORTUARIO 545 618
    GRUPO AEROPORTUARIO DEL ADR 428 550
    GRUPO AEROPORTUARIO DEL CENTRO 483 483
    GRUPO FIN ADR 861 909
    GRUPO TELEVISA (ADR) 732 525
    GSK PLC 6,572 7,673
    GUARDANT HEALTH INC 730 700
    H LUNDBECK A/S UNSPON/ADR 3,819 3,275
    HAILIANG EDUCATION GROUP INC 744 176
    HANNON ARMSTRONG SUST INFRAST 1,985 1,859
    HANNOVER RUCKVISCG SP/ADR 9,795 9,662
    HARSCO CORP 489 434
    HASBRO INC 7,672 7,939
    HDFC BANK LTD ADR 4,583 4,164
    HELLO GROUP INC 477 287
    HENDERSON GROUP PLC 1,362 1,720
    HENGAN INTL GRP ADR 403 308
    HENKEL KGAA PFD SHS ADR 6,346 4,321
    HERMES INTL 10 ADR 12,189 14,745
    HITACHI LTD 4,478 5,093
    HOME DEPOT INC 33,929 43,161
    HOPE BANCORP INC 1,482 1,412
    HORACE MANN EDUCATOR 1,438 1,316
    HOST HOTELS & RESORTS INC 1,236 1,217
    HOWARD HUGHES CORPORATION 1,826 1,730
    HP INC 19,689 21,811
    HSBC HOLDINGS PLC 9,510 9,708
    HUBBELL INCORPORATED 17,907 19,577
    HUYA INC 860 333
    ICICI BK LTD ADS 1,332 1,722
    ICLICK INTERACTIVE ASIA GROUP 1,516 599
    ILLUMINA INC COM 11,036 10,272
    INDUSTRIA DE DISENO 4,601 4,371
    INDUSTRIAL & COM UNSP/ADR 4,343 3,481
    INFINEON TECH ADS 2,706 3,082
    INFOSYS TECH LTD SPD ADR 5,037 7,011
    INNOSPEC INC 1,238 1,084
    INSIGHT ENTERPRISES, INC 2,601 2,772
    INSMED INC COM DE 924 763
    INSPIRE MEDICAL SYSTEMS 1,591 1,610
    INT'L FLAVORS & FRAGRANCES INC 7,969 8,436
    INTEL CORP 20,455 16,223
    INTELLIA THERAPEUTICS INC 686 591
    INTER PARFUMS INC 649 962
    INTUIT 10,841 16,724
    INVITAE CORP 558 290
    IPG PHOTONICS CORP 20,512 17,214
    IQIYI, INC 1,096 333
    IROBOT CORPORATION 1,038 593
    ISTAR FINANCIAL INC 2,005 2,712
    ITAU UNIBANCO HOLDING S.A 2,419 1,826
    ITOCHU CORP ADR OTC 2,003 1,970
    ITRON INC 1,345 1,096
    ITV PLC SHS 3,568 3,350
    J SAINSBURY 2,726 2,526
    JD.COM, INC 10,056 9,109
    JOHN BEAN TECH CORP 1,350 1,536
    JONES LANG LASALLE 1,621 2,424
    JP MORGAN CHASE 43,626 45,130
    KDDI CP UNSP ADR 5,952 5,523
    KE HOLDINGS INC. 502 483
    KERING UNSPON ADR EA REPR 0.1 11,027 11,674
    KINGFISHER PLC 2,144 2,251
    KLABIN S/A ADR FEE 1,575 1,622
    KOMATSU LTD 5,730 4,300
    KONE OYJ ADR B SHS 4,694 3,897
    KONINKLIJKE DSM NV ADR 9,180 11,548
    KONINKLIJKE PHILIPS ELECTRONIC 17,414 10,576
    KOOKMIN BANK 1,994 1,939
    KORN FERRY INTL 1,515 1,742
    KRATON PERFORMANCE POLYMERS IN 532 648
    KROTON EDUCACIONAL ADR 701 480
    KUMBA IRON ADR 1,386 1,190
    L'OREAL ADR 29,743 35,115
    LCI INDUSTRIES 1,871 2,026
    LEGAL & GENERAL GROUP 2,696 3,175
    LEGRAND INC 2,940 3,434
    LEIDOS HOLDINGS INC 7,768 6,934
    LENOVO GROUP LTD ADR 7,087 5,837
    LEXINGTON REALTY TRUST 1,862 2,499
    LIBERTY MEDIA CORPORATION - SE 1,682 2,492
    LIBERTY MEDIA CORPORATION - SE 1,802 2,530
    LINCOLN NATIONAL CORP 10,478 11,126
    LINDSAY CORP 1,634 1,520
    LITHIA MOTORS INC CL A 2,239 1,782
    LLOYDS BANKING GROUP PLC 8,665 9,318
    LOCALIZA RENT A CAR SA 1,423 1,214
    LOGITECH INTERNATIONAL 2,045 1,980
    LOJAS RENNER ADR 899 540
    LOWES COMPANIES INC 6,842 8,530
    LTC PROPERTIES INC 1,221 956
    MADDEN STEVEN LTD 1,225 1,441
    MAGYAR TAVKOZLES ADS 386 402
    MALAYAN BANKING BERHAD 774 493
    MAZDA MOTOR CORP 2,403 2,236
    MCDONALD'S CORP 14,891 17,156
    MEDIAALPHA ORD SHS CLASS A 996 602
    MEDTRONIC PLC 44,532 36,725
    MEITUAN DIANPING UNSPONSORED A 11,399 9,134
    MERCK & CO INC 23,157 24,142
    MERIT MEDICAL SYSTEMS, INC. 1,172 1,184
    MERITAGE CORPORATION 2,140 2,685
    METLIFE INC 8,738 8,686
    MICROSOFT CORP 97,861 126,456
    MILLER HERMAN INC 967 1,019
    MITSUBISHI ELEC UNSP/ADR 3,745 3,075
    MITSUBISHI UFJ FINANCIAL GROUP 11,794 11,777
    MIZUHO FINANCIAL GRO 7,100 6,207
    MOBILE TELSYS OJSC 630 596
    MODERNA, INC 9,637 7,111
    MONOLITHIC POWER SYSTEMS, INC 45,261 58,706
    MOODYS CORP 17,917 21,872
    MORGAN STANLEY 15,878 19,926
    MORNINGSTAR, INC 1,221 1,710
    MOWI ASA SPONSORED ADR 2,513 2,443
    MR PRICE GROUP LTD 890 779
    MUENCHENER RUECKVERS 11,580 11,108
    NASPERS LTD N SPONS ADR 8,017 4,991
    NATIONAL AUSTRALIA BK LTD 3,191 3,566
    NATIONAL GRID TRANSCO PLC 2,553 2,965
    NATURA & CO HOLDING AMERICAN D 430 213
    NEOGEN CORPORATION 2,466 2,407
    NESTLE S.A 28,701 33,970
    NETEASE.COM INC COM STK 4,275 4,071
    NETFLIX INC 28,926 31,929
    NETGEAR INC 909 672
    NEUROCRINE BIOSCIENCES, INC 1,150 1,022
    NEVRO CORP 600 324
    NEW ORIENTAL ED & TECHNOLOGY G 721 699
    NEWMONT GOLDCORP CORPORATION 8,143 7,815
    NIELSEN HOLDINGS N.V 2,050 1,641
    NIKE INC-CL B 25,856 32,001
    NINTENDO CO LTD ADR UNSPON 5,658 4,436
    NIO INC 3,599 3,041
    NIU TECHNOLOGIES ADR 904 419
    NN GROUP N.V. 13,272 14,157
    NORDEA BANK ABP 11,399 13,369
    NORTHWEST BANCSHARES INC 1,809 1,798
    NORWEGIAN CRUISE LINE HOLDINGS 965 705
    NOVARTIS AG ADR 8,359 8,310
    NOVAVAX INC 662 429
    NOVO NORDISK A S 5,715 8,848
    NOVOCURE LTD 3,059 1,201
    NVIDIA CORP 57,441 105,585
    OAO TATNEFT 557 468
    OCEANEERING INTL INC 1,016 1,052
    OIL CO LUKOIL PJSC SPON ADR RE 3,598 4,041
    OLD NATIONAL BANCORP 926 870
    OLYMPUS CORP S/ADR 3,887 3,955
    OMNICELL, INC 2,502 3,248
    OMNICOM GROUP 14,147 13,042
    ORANGE 5,333 4,505
    ORKLA ASA SPON ADR 3,862 3,957
    ORMAT TECHNOLOGIES 1,924 2,141
    ORSTED A S 3,460 3,504
    OTIS WORLDWIDE CORP 14,867 18,372
    PACIFIC PREMIER BANCORP INC 1,460 1,361
    PAGERDUTY ORD SHS 1,175 1,008
    PALO ALTO NETWORKS INC 9,247 13,919
    PAYPAL HOLDINGS, INC 36,726 25,647
    PEPSICO INC 22,574 27,272
    PERFORMANCE FOOD GROUP COMPANY 868 688
    PERSIMMON PLC ADR 4,807 4,274
    PFIZER INC 21,863 33,422
    PHILLIPS 66 6,142 5,652
    PHOENIX NEW MEDIA LIMITED (FEN 621 375
    PIMCO FUNDS FOREIGN BOND FUND 150,433 148,148
    PINDUODUO INC 7,017 3,090
    PING AN INSURANCE GROUP ADR 3,106 1,907
    PIPER JAFFRAY COS COM 1,518 2,321
    POSCO 849 641
    POWER INTEGRATIONS, INC 2,400 2,694
    PPG INDUSTRIES INC 5,406 5,518
    PRIVIA HEALTH GROUP INC 736 440
    PROCTER GAMBLE CO 7,152 8,506
    PROGRESS SOFTWARE CORP 1,317 1,400
    PROLOGIS 5,421 8,081
    PROPETRO HOLDING CORP 694 543
    PROS HOLDINGS INC 1,243 931
    PRUDENTIAL FINCL INC 9,778 10,716
    PRUDENTIAL PLC SC 10,428 8,366
    PT BANK RAKYAT ADR 1,880 1,794
    PT KALBE FARMA TBK 550 639
    PT TELEKOM. IND. TBK ADR 1,165 1,450
    PT XL AXIATA TBK 731 961
    PTC INC 1,328 1,212
    QUAKER CHEMICAL CORP 1,229 1,154
    QUALYS INC COM 1,486 1,921
    RAKUTEN SP ADR 3,882 3,100
    RANDSTAD HOLDING 7,961 7,034
    REATA PHARMACEUTICALS, INC 459 132
    RECKITT BENCKISER GROUP 7,310 6,825
    RECRUIT HOLDINGS CO 7,786 9,829
    REDWOOD TR INC 1,216 1,543
    RELX PLC 10,749 12,751
    RENESOLA LTD. COMMON SHARES OF 507 322
    REPLIGEN CORP 2,022 2,119
    REPSOL YPF S A ADR 3,351 3,185
    RESIDEO TECHNOLOGIESINC COM 505 547
    ROCHE HOLDING LTD ADR 27,172 33,185
    ROCKWELL AUTOMATION INC 6,381 8,372
    ROYAL MAIL PLC 2,863 3,098
    S&P GLOBAL INC COM 27,065 33,979
    SALESFORCE.COM 17,401 19,060
    SANTEN PHARMACEUTICA 2,089 1,876
    SAP AKTIENGESELL ADS 16,584 16,673
    SAPPI LTD SPONSORED ADR 1,328 1,269
    SBERBANK SPONSORED ADR 1,195 1,150
    SCANSOURCE INC 900 1,052
    SCHLUMBERGER LTD 6,670 7,577
    SCHNEIDER ELEC UNSP/ADR 17,817 21,173
    SCIPLAY CORPORATION 516 427
    SEA LTD 6,455 4,922
    SECOM CO LTD ADR OTC 4,803 3,932
    SEKISUI HOUSE LTD 6,579 6,606
    SELECT MEDICAL 1,547 1,264
    SEMPRA ENERGY COM 6,899 6,614
    SERVISFIRST BANCSHARES INC 1,368 1,869
    SEVERN TRENT PLC 2,099 2,153
    SHENZHOU INTL GROUP HOLDINGS A 1,682 1,459
    SHINHAN FINL GROUP CO LTD 1,367 1,267
    SHIONOGI & CO LTD 1,894 2,527
    SHISEIDO CO LTD 4,360 3,296
    SHUTTERSTOCK INC 599 665
    SIEMENS AG 19,940 19,745
    SIGNATURE BANK 1,017 1,294
    SIMPSON MANUFACTURING CO INC 1,607 2,086
    SINOPEC SHANGHAI-SPONS ADR 509 455
    SINOPHARM GROUP CO 2,438 1,946
    SIRIUSPOINT 807 618
    SK TELECOM ADS ADS 498 267
    SKANSKA AB SPONSORED ADR 1,817 1,658
    SMITH & NEPHEW PLC ADR 2,916 2,527
    SNAP INC. 5,880 4,515
    SOCIETE GENERLE FRNCE ADR 5,552 7,141
    SODEXHO ALLIANCE SA SP ADR 2,614 2,743
    SOFTBANK CP UNSP ADR 9,644 5,026
    SONOSITE, INC. 696 626
    SONOVA HOLDING AG AD 3,579 4,868
    SONY GROUP CORP 13,757 15,674
    SOUTH JERSEY INDS INC 1,118 1,175
    SPARK NEW ZEALAND SPON ADR 2,622 2,622
    SPLUNK INC 6,153 5,207
    STARBUCKS CORP COM 26,336 26,201
    STATE STREET CORPORATION 6,159 7,068
    STEELECASE INC 712 668
    STEPAN CO 649 621
    STIFEL FINANCIAL CP 1,115 1,127
    STORA ENSO OYJ 9,582 9,040
    STRAUMANN HLDG 2,562 3,132
    SUBARU CORPORATION 2,821 2,548
    SUEZ SPONSORED ADR 5,450 5,175
    SUMITOMO MITSUI TR HOLDINGS SP 4,712 4,573
    SUMMIT HOTEL PROPERTIES, INC 910 888
    SUNNOVA ENERGY INTERNATIONAL O 471 447
    SUNRUN INC 1,529 995
    SUPERNUS PHARMACEUTICALS INC 944 875
    SURGERY PARTNERS INC COM 932 1,122
    SUZANO SA 1,216 1,015
    SVENSKA HANDELSBK UNS ADR 7,541 7,094
    SWISSCOM AG S/ADR 9,908 10,720
    SYMRISE AG UNSPONSORED 4,408 5,004
    SYSCO CORP 10,488 10,212
    SYSMEX CORP UNSP ASDR 4,054 5,286
    T-MOBILE US INC 19,593 16,585
    TAIWAN SEMICONDUCTOR MFG CO LT 26,283 27,070
    TAKE-TWO INTERACTIVE SOFTWARE 10,928 10,841
    TAKEDA PHARMACEUTICAL COMPANY 5,545 4,430
    TAL EDUCATION GROUP 999 432
    TANDEM DIABETES CARE INC 1,008 1,656
    TARGET CORPORATION 8,134 9,026
    TATA MOTORS LTD ADS 2,127 3,305
    TELEFONICA S A ADR 5,546 5,156
    TENCENT HOLDINGS LIMITED 32,317 24,778
    TENNANT CO 1,370 1,378
    TESCO PLC S ADR 4,926 5,171
    TESLA MOTORS INC 58,213 81,372
    THE COCA-COLA CO 28,869 31,914
    THERMO FISHER SCIENTIFIC INC 12,810 17,348
    TIM SA 475 501
    TIMKEN CO COM 503 416
    TJX COMPANIES INC 5,386 5,846
    TOKYO ELECTRON LTD 10,560 13,383
    TOTAL FINA ELF S.A 11,186 12,167
    TOYOTA MTR CORP 18,109 21,310
    TRANSUNION COM USD0.01 6,936 8,538
    TRAVELERS COMPANIES INC 9,014 9,073
    TRI POINTE HOMES INC COM 696 809
    TRIP COM GROUP ADR 1,139 763
    TWITTER INC 9,611 6,008
    UBS AG 12,214 13,563
    ULTRAPAR PARTICIP 1,585 1,246
    UNIFIRST CP 2,285 2,104
    UNILEVER PLC AMER 7,398 6,939
    UNITED PARCEL SERVICE 10,774 12,860
    UNITEDHEALTH GROUP INC 28,773 37,158
    UNIVERSAL DISPLAY CORP 2,879 2,806
    UNIVERSAL FOREST PRODUCTS, INC 2,101 2,392
    UPSTART HOLDINGS ORD SHS 664 303
    US FOODS HOLDING CORPORATION 1,561 1,393
    USD CYRUSONE INC 1,326 1,615
    V F CORP 8,204 7,102
    VALEO SA SPONS ADR 1,988 1,795
    VALVOLINE INC 1,339 1,827
    VANGUARD SHORT-TERM FEDERAL FD 99,991 98,603
    VEOLIA ENVIRONN ADS 7,041 8,611
    VERACYTE INC 848 865
    VERISK ANALYTICS, INC 11,649 14,410
    VERIZON COMMUNICATIONS 55,343 49,362
    VERTEX PHARMCTLS INC 9,916 9,882
    VERVE THERAPEUTICS INC COM 538 442
    VESTAS WIND SYS UNSP/ADR 10,085 7,678
    VIAVI SOLUTIONS INC 1,906 2,026
    VIPSHOP HOLDINGS LTD 1,659 496
    VIRGIN GALACTIC HOLDINGS 396 227
    VIRTUS INVESTMENT PTNRS, INC 839 891
    VISA INC 58,803 56,345
    VISTA OIL & GASS AB DEC V SPON 638 736
    VIVENDI SA 7,232 2,844
    VODACOM GROUP LIMITE 989 906
    VOLVO AS-A ADR 3,790 3,741
    VONOVIA SE 2,156 1,981
    WABTEC 60,294 67,977
    WAL-MART DE MEX V SP/ADR 4,045 4,694
    WALGREENS BOOTS ALLIANCE 14,309 13,875
    WALKER & DUNLOP INC 1,448 1,961
    WALT DISNEY HOLDINGS CO 30,275 25,092
    WATTS WATER TECHNOLOGIES INC 3,461 5,048
    WELLTOWER INC. 7,199 8,148
    WHIRLPOOL CORP 13,557 13,610
    WILLIAMS SONOMA INC 2,082 2,199
    WIPRO LTD SPON ADR 10,298 13,049
    WISDOMTREE INVTS INC 575 539
    WOLFSPEED INC 1,236 1,453
    WOLVERINE WORLDWIDE 1,755 1,268
    WORKDAY INC 15,140 16,118
    WORLDLINE 2,214 1,316
    WPP PLC 4,260 4,760
    WUXI BIOLOGICS INC ADR 4,035 3,047
    WYNDHAM HOTELS & RESORTS INC C 1,879 2,331
    XENIA HOTELS AND RESORTS INC 1,320 1,268
    XINYUAN REAL ESTATE CO LTD SPO 554 135
    XYLEM INC 5,095 5,636
    YUM BRANDS INC 6,603 7,776
    YUNJI INC ADS REPSTG CL A SHS 704 397
    ZAI LABORATORY 1,796 691
    ZENDESK INC 4,560 3,442
    ZEPP HEAL TH CORP ADR 365 177
    ZTO EXPRESS CAYMAN INC 444 423
    ZURICH INS GROU ADR 15,644 16,588
    ZVMERGEN INC 1,210 515
    ZYNGA INC 2,406 1,453

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    The Bergman Foundation
    EIN:
    84-3220929
    US Government Securities - End of Year Book Value:

    233,036
    US Government Securities - End of Year Fair Market Value:

    228,915
    State & Local Government Securities - End of Year Book Value:


     
    State & Local Government Securities - End of Year Fair Market Value:


     


    TY 2021 LegalFeesSchedule
    Name:
    The Bergman Foundation
    EIN:
    84-3220929
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    General Consultations 14,188     14,188


    TY 2021 OtherExpensesSchedule
    Name:
    The Bergman Foundation
    EIN:
    84-3220929
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Administrative Fees 20,504     20,504
    Bank Charges 1,354 1,354    
    State or Local Filing Fees 25     25


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    The Bergman Foundation
    EIN:
    84-3220929
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment Management Services 4,350 4,350    
    DCA EDITING SCREEN & PUBLICITY 15,864     15,864
    Website Development 8,288     8,288


    TY 2021 TaxesSchedule
    Name:
    The Bergman Foundation
    EIN:
    84-3220929
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    990-PF Estimated Tax for 2021 500      
    Foreign Tax Paid 5,215 5,215