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. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 11-01-2020 , and ending 10-31-2021
Name of foundation
ROBERT M BEREN FOUNDATION INC
C/O DONNA STUCKY
Number and street (or P.O. box number if mail is not delivered to street address)2020 N BRAMBLEWOOD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WICHITA, KS67206
A Employer identification number

48-0990309
B Telephone number (see instructions)

(316) 265-3311
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$523,589,138J 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) 366,172,863
2 Check bullet.............
3 Interest on savings and temporary cash investments 1,690 1,690  
4 Dividends and interest from securities... 1,628,544 1,628,544  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 38,717,475
b Gross sales price for all assets on line 6a 63,732,250
7 Capital gain net income (from Part IV, line 2)... 38,717,475
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........ 406,520,572 40,347,709  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 2,328 0   2,328
c Other professional fees (attach schedule).... Click to see attachment 655,671 653,455   2,216
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 66,825 0   45,825
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 348,591,934 -34   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 349,316,758 653,421   50,369
25 Contributions, gifts, grants paid....... 15,553,384 15,553,384
26 Total expenses and disbursements. Add lines 24 and 25 364,870,142 653,421   15,603,753
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 41,650,430
b Net investment income (if negative, enter -0-) 39,694,288
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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............. 568,848 1,321,558 1,321,558
2 Savings and temporary cash investments......... 4,482,841 1,032,832 1,032,832
3 Accounts receivable bullet6
Less: allowance for doubtful accounts bullet   -345 6  
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 45,531,475 Click to see attachment89,904,372 521,234,748
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 14,450 Click to see attachment13,013 0
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) 50,597,269 92,271,781 523,589,138
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue................. -492,503 -468,421
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)......... -492,503 -468,421
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 51,089,772 92,740,202
29 Total net assets or fund balances (see instructions)..... 51,089,772 92,740,202
30 Total liabilities and net assets/fund balances (see instructions). 50,597,269 92,271,781
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
51,089,772
2
Enter amount from Part I, line 27a .....................
2
41,650,430
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
92,740,202
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
92,740,202
Form 990-PF (2020)
Form 990-PF (2020)
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 BROOKFIELD ASSET   2021-06-30 2021-06-30
b BROOKFIELD ASSET   2021-06-30 2021-06-30
c ALIBABA GROUP   2021-01-19 2021-06-15
d ALIBABA GROUP   2021-02-23 2021-06-15
e CHARTER COMMUNICATIONS   2020-06-19 2021-04-07
CHARTER COMMUNICATIONS   2020-05-06 2021-04-12
CHARTER COMMUNICATIONS   2020-06-19 2021-04-12
DOMINION ENERGY   2020-08-26 2021-04-07
MCDONALDS CORP   2020-06-19 2021-05-19
MCDONALDS CORP   2020-07-23 2021-05-19
VIMEO INC   2021-04-07 2021-05-26
RECKITT BENCKISER GROUP PLC   1997-12-11 2021-02-23
RECKITT BENCKISER GROUP PLC   2000-02-22 2021-02-23
RECKITT BENCKISER GROUP PLC   1997-12-11 2021-03-16
RECKITT BENCKISER GROUP PLC   1997-12-08 2021-08-19
RECKITT BENCKISER GROUP PLC   1997-12-11 2021-08-19
ALTRIA GROUP   1989-02-15 2021-10-22
ALTRIA GROUP   2002-11-26 2021-10-22
ALTRIA GROUP   2003-08-07 2021-10-22
AMERICAN EXPRESS   2000-12-22 2021-09-23
AMERICAN EXPRESS   2000-12-22 2021-10-15
AMGEN INC   1996-04-01 2021-08-17
AMGEN INC   1996-04-01 2021-08-17
AMGEN INC   1996-04-10 2021-08-17
AMGEN INC   1996-04-10 2021-08-17
AMGEN INC   1996-04-10 2021-08-17
AMGEN INC   1996-04-10 2021-08-17
AMGEN INC   1996-04-10 2021-08-17
BROOKFIELD ASSET   2009-11-19 2021-08-18
BROOKFIELD ASSET   2010-05-06 2021-08-18
BROOKFIELD ASSET   2010-06-21 2021-08-18
BROOKFIELD ASSET   2009-06-22 2021-09-13
BROOKFIELD ASSET   2009-11-19 2021-09-13
BROOKFIELD ASSET   2009-06-22 2021-09-24
BROOKFIELD ASSET   2009-06-22 2021-10-14
COCA COLA   2009-05-08 2021-02-23
COCA COLA   2009-05-08 2021-02-26
COCA COLA   2009-05-08 2021-05-21
COCA COLA   2009-05-08 2021-05-27
COCA COLA   2009-05-08 2021-08-18
GRACO INC   2000-01-25 2021-08-18
GRACO INC   2006-05-02 2021-08-18
GRACO INC   2006-08-01 2021-08-18
GRACO INC   2006-10-31 2021-08-18
GRACO INC   2007-02-06 2021-08-18
GRACO INC   2007-05-01 2021-08-18
GRACO INC   2007-07-31 2021-08-18
GRACO INC   2007-11-06 2021-08-18
GRACO INC   2008-02-05 2021-08-18
GRACO INC   2008-05-06 2021-08-18
GRACO INC   2008-08-05 2021-08-18
GRACO INC   2008-11-04 2021-08-18
JOHNSON & JOHNSON   1989-08-04 2021-10-14
JOHNSON & JOHNSON   1989-08-04 2021-10-15
MONDELEZ INTERNATIONAL   2010-06-24 2021-02-03
MONDELEZ INTERNATIONAL   2010-08-13 2021-02-03
MONDELEZ INTERNATIONAL   2010-06-21 2021-08-20
MONDELEZ INTERNATIONAL   2010-06-21 2021-08-23
MONDELEZ INTERNATIONAL   2010-06-29 2021-08-23
MONDELEZ INTERNATIONAL   2010-08-13 2021-08-23
NESTLE   2002-05-21 2021-10-15
IAA INC   2019-06-26 2020-12-23
FIDELITY NATIONAL   2019-08-05 2021-01-08
FIDELITY NATIONAL   2019-12-16 2021-01-08
ZIMMER BIOMET HLDGS   2015-02-13 2021-03-11
GENERAL AMERICAN INVS INC   2001-02-22 2021-01-11
ASCOT PARTNERS, LP   2021-09-01 2021-09-30
CAPITAL GAINS DIVIDENDS P    
(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 24,658   24,034 624
b 30   28 2
c 2,003,350   2,370,237 -366,887
d 843,516   995,345 -151,829
e 61,097   53,508 7,589
2,165,941   1,774,681 391,260
556,956   481,572 75,384
1,825,238   1,877,199 -51,961
2,625,272   2,156,929 468,343
1,255,565   1,088,218 167,347
34   34 0
209,820   17,511 192,309
2,643,737   284,411 2,359,326
611,855   49,030 562,825
1,497,249   133,775 1,363,474
652,647   59,537 593,110
756,122   32,037 724,085
697,959   123,436 574,523
969,387   182,568 786,819
256,660   69,757 186,903
885,800   232,524 653,276
276,664   3,737 272,927
1,014,436   13,703 1,000,733
194,357   2,628 191,729
1,544,709   20,886 1,523,823
623,417   8,429 614,988
1,304,241   17,635 1,286,606
2,419,890   32,720 2,387,170
86,023   14,537 71,486
549,438   105,797 443,641
3,746,170   748,760 2,997,410
787,849   109,197 678,652
212,665   35,882 176,783
1,384,048   192,602 1,191,446
857,453   115,561 741,892
2,532,572   1,073,075 1,459,497
1,493,700   643,845 849,855
1,098,869   428,930 669,939
1,101,829   428,930 672,899
1,141,258   428,930 712,328
294,694   11,534 283,160
2,304   468 1,836
2,765   469 2,296
2,611   471 2,140
2,995   538 2,457
3,072   540 2,532
3,072   542 2,530
3,226   544 2,682
4,071   613 3,458
3,379   616 2,763
3,917   619 3,298
5,914   622 5,292
1,842,362   75,746 1,766,616
241,713   9,870 231,843
1,799,670   607,348 1,192,322
415,308   140,229 275,079
5,720,380   1,706,087 4,014,293
1,895,570   568,696 1,326,874
2,211,499   631,532 1,579,967
315,928   93,252 222,676
186,689   36,057 150,632
775,932   456,541 319,391
2,073,208   1,884,330 188,878
1,174,818   1,165,219 9,599
1,594,642   1,189,623 405,019
7   7 0
    507 -507
240,023     240,023
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       624
b       2
c       -366,887
d       -151,829
e       7,589
      391,260
      75,384
      -51,961
      468,343
      167,347
      0
      192,309
      2,359,326
      562,825
      1,363,474
      593,110
      724,085
      574,523
      786,819
      186,903
      653,276
      272,927
      1,000,733
      191,729
      1,523,823
      614,988
      1,286,606
      2,387,170
      71,486
      443,641
      2,997,410
      678,652
      176,783
      1,191,446
      741,892
      1,459,497
      849,855
      669,939
      672,899
      712,328
      283,160
      1,836
      2,296
      2,140
      2,457
      2,532
      2,530
      2,682
      3,458
      2,763
      3,298
      5,292
      1,766,616
      231,843
      1,192,322
      275,079
      4,014,293
      1,326,874
      1,579,967
      222,676
      150,632
      319,391
      188,878
      9,599
      405,019
      0
      -507
      240,023
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 38,717,475
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  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
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 Reserved................................ 1 551,751
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 551,751
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 551,751
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 571,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 571,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 1,054
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 18,195
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet18,195 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletKS
    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 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    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 (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-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 instructionsClick to see attachment.................
    12
    Yes
     
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletTHE FOUNDATION Telephone no.bullet (316) 265-3311

    Located atbullet2020 N BRAMBLEWOODWICHITAKS ZIP+4bullet67206
    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 2020, 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 VII-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?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (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)?...............
    (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.).......
    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
     
     
    ........bullet
    c
    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 2020?.............
    1c
     
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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?......................
    b
    If "Yes," did it have excess business holdings in 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-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))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    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
    Yes
     
    .........bullet
    c
    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?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    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?
    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? .................
    Part VIII
    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
    ROBERT M BEREN PRESIDENT
    1.00     		0 0 0
    13840 LE MANS WAY
    PALM BEACH GARDENS,FL33410
    CHARLES B SPRADLIN JR SECRETARY
    1.00     		0 0 0
    2020 N BRAMBLEWOOD
    WICHITA,KS67206
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    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
    FIRST MANHATTAN COMPANY INVESTMENT ADVICE 653,455
    399 PARK AVENUE
    NEW YORK,NY10022
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    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
    299,317,215
    b
    Average of monthly cash balances.......................
    1b
    4,341,452
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    303,658,667
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    303,658,667
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    4,554,880
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    299,103,787
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    14,955,189
    Part XI
    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 X, line 6....................
    1
    14,955,189
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    551,751
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    551,751
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    14,403,438
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    14,403,438
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    14,403,438
    Part XII
    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
    15,603,753
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    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 V, line 8, and Part XIII, line 4
    4
    15,603,753
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    15,603,753
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 14,403,438
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 3,000,733
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 15,603,753
    a Applied to 2019, but not more than line 2a 3,000,733
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 12,603,020
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		1,800,418
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    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 X, 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 XV
    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).)
    ROBERT M BEREN
    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 (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    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
    AGUDAT ANSHEI EMUN (AAE)
    160 PUTNAM PARK
    GREENWICH,CT06830     		NONE PC GENERAL FUND 1,800
    AHAVATH ACHIM -HEBREW CONGREGATION
    1850 NORTH WOODLAWN
    WICHTA,KS67208     		NONE PC GENERAL FUND 76,545
    AIEF-AMERICAN ISRAEL EDUCATION FUND
    900 SOUTH PINE ISLAND RD ST 320
    PLANTATION,FL33323     		NONE PC GENERAL FUND 75,000
    AJC OF PALM BEACH
    1900 NW CORPORATE BLVD SUITE 210W
    BOCA RATON,FL33432     		NONE PC GLOBAL JEWISH ADVOCACY 5,000
    ALZHEIMER'S ACCOCIATION
    3323 W COMMERCIAL BOULEVARD SUITE
    260
    FORT LAUDERDALE,FL333093447     		NONE PC GENERAL FUND 200
    AMERICAN CANCER SOCIETY
    PO BOX 13300
    TAMPA,FL336813300     		NONE PC GENERAL FUND 500
    AMERICAN FRIENDS OF MAGEN DAVID ADOM
    3300 PGA BLVD SUITE 970
    PALM BEACH GARDENS,FL33410     		NONE PC GENERAL FUND 5,000
    AMERICAN FRIENDS OF SHALVA
    315 5TH AVE
    NEW YORK,NY10016     		NONE PC GENERAL FUND 1,800
    AMERICAN HEART ASSOCIATION
    11207 BLUE HERON BLVD N
    ST PETERSBURG,FL33716     		NONE PC GENERAL FUND 500
    AMERICAN KIDNEY FUND
    PO BOX 11038
    LEWISTON,ME04243     		NONE PC GENERAL FUND 300
    AMERICAN RED CROSS
    PO BOX 628205
    ORLANDO,FL32862     		NONE PC GENERAL FUND 500
    ARTHRITIS FOUNDATION
    400 HIBISCUS STREET SUITE 100
    WEST PALM BEACH,FL33401     		NONE PC GENERAL FUND 200
    AYN RAND INSTITUTE
    2121 ALTON PARKWAY SUITE 250
    IRVINE,CA92606     		NONE PC GENERAL FUND 1,000
    BEREN SEA FOUNDATION
    2020 N BRAMBLEWOOD ST
    WICHITA,KS67206     		NONE PC GENERAL FUND 2,500,000
    BIRTHRIGHT ISRAEL FOUNDATION
    711 THIRD AVENUE 10TH FLOOR
    NEW YORK,NY10017     		NONE PC GENERAL FUND 10,000
    BRADLEY IMPACT FUND
    1400 NORTH WATER STREET
    MILWAUKEE,WI53202     		NONE PC GENERAL FUND 10,000
    CHABAD AT CLINTON
    8 DWIGHT AVENUE
    CLINTON,NY133231614     		NONE PC GENERAL FUND 500
    CONSERVATIVE PARTNERSHIP INSTITUTE
    300 INDEPENDENCE AVE SE
    WASHINGTON,DC20003     		NONE PC GENERAL FUND 100
    DAVID HOROWITZ FREEDOM CENTER
    PO BOX 55089
    SHERMAN OAKS,CA91499     		NONE PC GENERAL FUND 200
    EISENHOWER FOUNDATION
    PO BOX 295
    ABILENE,KS67410     		NONE PC GENERAL FUND 995
    EMORY UNIVERSITY
    1762 CLIFTON RD NE SUITE 1400
    ATLANTA,GA30322     		NONE PC INSTITUTE FOR THE STUDY OF MODERN ISRAEL 500
    EXPERIENCE CAMPS
    PO BOX 5121
    WESTPORT,CT06881     		NONE PC GENERAL FUND 2,000
    FRIENDS OF THE IDF
    29 EAST MADISON STREET
    CHICAGO,IL60602     		NONE PC GENERAL FUND 100,000
    FRIENDS OF HARVARD JUDAICA COLLECTION
    WIDENER LIBRARY M
    CAMBRIDGE,MA02138     		NONE PC GENERAL FUND 100
    FRIENDS OF THE JEWISH CHAPEL
    326 FIRST ST SUITE 22
    ANAPOLIS,MD21403     		NONE PC GENERAL FUND 500
    FRIENDS OF UNITED HATZALAH OF ISRAEL
    208 EAST 51 STREET SUITE 303
    NEW YORK,NY10022     		NONE PC GENERAL FUND 10,000
    FOUNDATION FOR INDIVIDUAL RIGHTS IN EDUCATION
    510 WALNUT STREET SUITE 1250
    PHILADELPHIA,PA19106     		NONE PC GENERAL FUND 100
    FOUNDATION FOR JEWISH CAMP INC
    253 WEST 35TH STREET 4TH FLOOR
    NEW YORK,NY10016     		NONE PC GENERAL FUND 100,000
    FOUNDATION FOR PERIPHERAL NEUROPATHY
    485 HALF DAY ROAD STE 350
    BUFFALO GROVE,IL60089     		NONE PC GENERAL FUND 1,000
    GARDENS JEWISH EXPERIENCE
    180 BENT TREE DR
    PALM BEACH GARDENS,FL33418     		NONE PC GENERAL FUND 5,000
    HADASSAH
    40 WALL STREET 8TH FLOOR
    NEW YORK,NY10005     		NONE PC GENERAL FUND 180
    HARVARD HILLEL
    52 MOUINT AUBURN ST
    CAMBRIDGE,MA02138     		NONE PC UNDERGRADUATE/GRADUATE PROGRAM 25,000
    HARVARD UNIVERSITY CENTER FOR JEWISH STUDIES
    6 DIVINITY AVENUE
    CAMBRIDGE,MA02138     		NONE PC CENTER FOR JEWISH STUDIES 1,000
    HARVARD UNIVERSITY PRESIDENT AND FELLOWS
    124 MT AUBURN STREET
    CAMBRIDGE,MA02138     		NONE PC HARVARD TENNIS 3,000
    HARVARD UNIVERSITY PRESIDENT AND FELLOWS
    124 MT AUBURN STREET
    CAMBRIDGE,MA02138     		NONE PC FACULTY OF ARTS & SCIENCES HOUSE RENEWAL FUND 7,500,000
    HILLELOF BROWARD AND PALM BEACH
    777 GLADES ROAD BLDG LY-3A
    BOCA RATON,FL33431     		NONE PC GENERAL FUND 3,000
    HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE
    800 EIGHTH STREET NW
    WASHINGTON,DC200013724     		NONE PC INTERNATIONAL BOARD OF GOVERNORS 100,000
    HILLSDALE COLLEGE
    33 E COLLEGE STREET
    HILLSDALE,MI492429989     		NONE PC GENERAL FUND 1,000
    INSTITUTE FOR HUMANE STUDIES
    3434 WASHINGTON BOULEVARD
    ARLINGTON,VA22201     		NONE PC GENERAL FUND 2,000
    JEWISH COMMUNAL FUND
    575 MADISON AVENUE SUITE 703
    NEW YORK,NY10022     		NONE PC FUND #182 3,200,000
    JEWISH FEDERATION OF PALM BEACH
    220 SUNRISE AVENUE SUITE 202
    PALM BEACH,FL33480     		NONE PC ANNUAL CAMPAIGN 700,000
    JEWISH NATIONAL FUND
    78 RANDALL AVE
    ROCKVILLE,NY11570     		NONE PC ANNUAL FUND 5,000
    THE JEWISH POLICY CENTER
    50 F ST NW STE 100
    WASHINGTON DC,DC20000     		NONE PC GENERAL FUND 100,000
    JUPITER MEDICAL CENTER FOUNDATION
    1210 S OLD DIXIE HWY
    JUPITER,FL334587205     		NONE PC FRENCHMAN'S CREEK 2,000
    THE KIND KITCHEN OF PALM BEACH
    844 PROSPERITY FARMS ROAD
    NORTH PALM BEACH,FL33408     		NONE PC GENERAL FUND 10,000
    LEUKEMIA & LYMPHOMA SOCITY
    PO BOX 98011
    WASHINGTON,DC200908011     		NONE PC GENERAL FUND 200
    MANEL JCC
    5221 HOOD ROAD
    PALM BEACH GARDENS,FL33418     		NONE PC GENERAL FUND 500
    NATIONAL CENTER FOR PUBLIC POLICY
    20 F STREET NW SUITE 700
    WASHINGTON,DC20001     		NONE PC GENERAL FUND 500
    NATIONAL JEWISH HEALTH
    1400 JACKSON STREET
    DENVER,CO802062762     		NONE PC GENERAL FUND 200
    NCSY
    7200 W CAMINO REAL STE 214
    BOCA RATON,FL33432     		NONE PC GENERAL FUND 1,000
    NEFESH B'NEFESH
    50 EISENHOWER DRIVE
    PARAMUS,NJ07652     		NONE PC GENERAL FUND 2,000
    OHR TORAH STONE
    49 WEST 45TH STREET SUITE 701
    NEW YORK,NY10036     		NONE PC GENERAL FUND 100,000
    PALM BEACH ORTHODOX SYNAGOGUE
    120 NORTH COUNTY ROAD
    PALM BEACH,FL33480     		NONE PC GENERAL FUND 519,000
    PRAGER UNIVERSITY FOUNDATION
    15021 VENTURA BLVD 552
    SHERMAN OAKS,CA91403     		NONE PC GENERAL FUND 3,000
    PROSTATE CANCER FOUNDATION
    1250 4TH ST
    SANTA MONICA,CA90401     		NONE PC GENERAL FUND 200
    RAYMER SOCIETY FOR THE ARTS
    212 S MAIN STREET
    LINDSBORG,KS67456     		NONE PC GENERAL FUND 100
    ROBERT M BEREN ACADEMY
    11333 CLIFFWOOD DRIVE
    HOUSTON,TX770356011     		NONE PC GENERAL FUND 300,000
    ROSE HILL CEMETARY
    6841 EAST 62ND AVE
    COMMERCE CITY,CO80022     		NONE PC GENERAL FUND 136
    SOUTHERN INSTITUTE FOR EDUCATION AND RESEARCH
    MR BOX 1692 31 MCALISTER DRIVE
    NEW ORLEANS,LA701185554     		NONE PC GENERAL FUND 500
    ST JOSEPH'S INDIAN SCHOOL
    PO BOX 300
    CHAMBERLAIN,SD573259919     		NONE PC GENERAL FUND 50
    ST JUDE CHILDERN'S HOSPITAL
    262 DANNY THOMAS PL
    MEMPHIS,TN38105     		NONE PC GENERAL FUND 500
    STAND WITH US
    1801 W OLYPIC BLVD
    PASADENA,CA911992215     		NONE PC GENERAL FUND 1,000
    TELSHE YESHIVA
    28400 EUCLID AVE
    WICKLIFFE,OH44092     		NONE PC GENERAL FUND 720
    TRUMAN LIBRARY INSTITUTE
    500 WEST US HIGHWAY 24
    INDEPENDENCE,MO64050     		NONE PC GENERAL FUND 500
    TUNNEL TO TOWERS
    PO BOX 70719
    PHILADELPHIA,PA191760719     		NONE PC GENERAL FUND 1,100
    TUSKEGEE AIRMEN NATIONAL HISTORICAL MUSEUM
    PO BOX 1808
    MERRIFIELD,VA221168008     		NONE PC GENERAL FUND 250
    UNITED WAY OF PALM BEACH COUNTY
    477 S ROSEMARY AVENUE STE 230
    WEST PALM BEACH,FL33401     		NONE PC GENERAL FUND 25,000
    THE USO
    PO BOX 96860
    WASHINGTON DC,DC20077     		NONE PC GENERAL FUND 200
    WISCONSIN INSTITUTE FOR TORAH STUDY
    3288 NORTH LAKE DRIVE
    MILWAUKEE,WI53211     		NONE PC GENERAL FUND 54
    WORLD JEWISH CONGRESS AMERICAN SECTION
    501 MADISON AVENUE
    NEW YORK,NY10022     		NONE PC GENERAL FUND 10,000
    WORLD WAR II VETERANS COMMITTEE
    PO BOX 1823
    MERRIFIELD,VA221168023     		NONE PC GENERAL FUND 100
    YESHIVAS OHR YECHEZKEL
    3288 NORTH LAKE DRIVE
    MILWAUKEE,WI53211     		NONE PC GENERAL FUND 54
    YESHIVA UNIVERSITY
    500 WEST 185TH STREET BH 704
    NEW YORK,NY100333201     		NONE PC ANNUAL HANUKKAH DINNER & 25,000
    Total .................................bullet 3a 15,553,384
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-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 1,690  
    4 Dividends and interest from securities....     14 1,628,544  
    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 38,717,475  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 40,347,709 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    40,347,709
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-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 XVI-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 (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    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 (2020)
    Additional Data


    Software ID:  
    Software Version:  


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

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    ROBERT M BEREN FOUNDATION INC
    C/O DONNA STUCKY
    Employer identification number

    48-0990309
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    ROBERT M BEREN FOUNDATION INC
    C/O DONNA STUCKY         		Employer identification number
    48-0990309
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    ROBERT M BEREN
    13840 LE MANS WAY
     
    PALM BEACH GARDENS, FL33410

    		$ 366,172,863


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

    		$  


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

    		$  


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

    		$  


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

    		$  


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

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    ROBERT M BEREN FOUNDATION INC
    C/O DONNA STUCKY         		Employer identification number

    48-0990309
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 56,700 SH VARIOUS PUBLICLY TRADED SECURITIES $ 3,586,379 2020-12-29
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 209,000 SH VARIOUS PUBLICLY TRADED SECURITIES $ 12,817,260 2021-02-22
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 5,137 SH VARIOUS PUBLICLY TRADED SECURITIES $ 248,529,371 2021-04-01
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 982,778 SH VARIOUS PUBLICLY TRADED SECURITIES $ 101,239,853 2021-08-13
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    ROBERT M BEREN FOUNDATION INC
    C/O DONNA STUCKY         		Employer identification number

    48-0990309
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 AccountingFeesSchedule
    Name:
    ROBERT M BEREN FOUNDATION INC
     
    C/O DONNA STUCKY
    EIN:
    48-0990309
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    GJ & COMPANY 2,328 0   2,328

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

    TY 2020 ExpenditureResponsibilityStmt
    Name:
    ROBERT M BEREN FOUNDATION INC
     
    C/O DONNA STUCKY
    EIN:
    48-0990309
    Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
    BEREN SEA FOUNDATION
          		2020 N BRAMBLEWOOD
    WICHITA,KS67206     		2020-07-14 1,500,000 TO FURTHER THE ADVANCEMENT, ENHANCEMENT, PROMOTION AND/OR WELFARE OF THE JEWISH PEOPLE. 1,500,000 NONE, TO THE KNOWLEDGE OF THE GRANTOR MARCH 31, 2022 2022-03-31 NO INDEPENDENT VERIFICATION WAS DEEMED NECESSARY.
    BEREN SEA FOUNDATION
          		2020 N BRAMBLEWOOD
    WICHITA,KS67206     		2021-09-14 1,000,000 TO FURTHER THE ADVANCEMENT, ENHANCEMENT, PROMOTION AND/OR WELFARE OF THE JEWISH PEOPLE. 701,425 NONE, TO THE KNOWLEDGE OF THE GRANTOR MARCH 31, 2022 2022-03-31 NO INDEPENDENT VERIFICATION WAS DEEMED NECESSARY.
    BEREN SEA FOUNDATION
          		2020 N BRAMBLEWOOD
    WICHITA,KS67206     		2021-09-14 1,500,000 TO FURTHER THE ADVANCEMENT, ENHANCEMENT, PROMOTION AND/OR WELFARE OF THE JEWISH PEOPLE. 0 NONE, TO THE KNOWLEDGE OF THE GRANTOR MARCH 31, 2022 2022-03-31 NO INDEPENDENT VERIFICATION WAS DEEMED NECESSARY.

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    ROBERT M BEREN FOUNDATION INC
     
    C/O DONNA STUCKY
    EIN:
    48-0990309
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ALPHABET INC 1,172,192 4,522,250
    AMAZON COM INC 2,621,737 2,866,567
    AMAZON COM INC 782,931 843,108
    AMAZON COM INC 1,284,453 1,348,972
    AMAZON COM INC 3,503,251 3,709,673
    AMERICAN EXPRESS CO 11,333 260,670
    AMERICAN EXPRESS CO 627,815 2,346,030
    AMERICAN EXPRESS CO 11,682 347,560
    AMERICAN EXPRESS CO 1,220,003 10,079,240
    AMERICAN TOWER CORP 1,999,889 2,368,548
    AMERICAN TOWER CORP 1,029,631 1,297,062
    AMERICAN TOWER CORP 441,598 563,940
    AMERICAN TOWER CORP 555,403 704,925
    AMERICAN TOWER CORP 2,024,260 1,973,790
    AMERICAN TOWER CORP 1,143,480 1,127,880
    APPLE INC 1,113,711 7,190,400
    APPLE INC 285,693 1,797,600
    APPLE INC 72,915 599,200
    APPLE INC 453,513 4,194,400
    APPLE INC 603,677 6,291,600
    AT&T INC COM 60,619 96,039
    AUTOZONE INC 566,832 892,420
    AUTOZONE INC 1,559,216 3,569,680
    AUTOZONE INC 530,081 892,420
    AUTOZONE INC 484,685 713,936
    BERKSHIRE HATHAWAY INC. 47,238 3,463,216
    BERKSHIRE HATHAWAY INC. 99,583 6,493,530
    BERKSHIRE HATHAWAY INC. 66,172 4,329,020
    BERKSHIRE HATHAWAY INC. 1,518,996 15,151,570
    BERKSHIRE HATHAWAY INC. 86,020 119,906,693
    BERKSHIRE HATHAWAY INC. 126,726 70,563,026
    BERKSHIRE HATHAWAY INC. 155,494 86,580,400
    BROOKFIELD ASSET MGMT 155,461 1,345,187
    BROOKFIELD ASSET MGMT 151,731 1,345,187
    BROOKFIELD ASSET MGMT 345,305 2,717,550
    BROOKFIELD ASSET MGMT 735,353 5,764,226
    COMCAST CORP 784,525 5,143,000
    COMCAST CORP 476,901 3,085,800
    COMCAST CORP 477,600 3,085,800
    COSTCO WHSL CORP NEW COM 13,977 168,598
    DANAHER CORP 1,198,244 6,235,400
    DANAHER CORP 401,894 1,558,850
    DANAHER CORP 650,009 3,117,700
    DOMINOS PIZZA INC 3,226,043 4,400,731
    DOMINOS PIZZA INC 2,776,654 2,933,820
    DOMINOS PIZZA INC 1,404,469 1,466,910
    EVOLUTION GAMING GRO 1,102,517 1,099,908
    EVOLUTION GAMING GRO 1,172,063 1,164,608
    EXXON MOBIL CORP 204,883 1,031,520
    FACEBOOK INC 2,636,143 2,750,345
    FACEBOOK INC 1,109,750 1,132,495
    FACEBOOK INC 997,855 970,710
    FACEBOOK INC 2,128,554 1,941,420
    FACEBOOK INC 1,042,668 970,711
    GENERAL AMERICAN INVSTRS 515,103 802,827
    GENERAL AMERICAN INVSTRS 52,205 94,485
    GENERAL AMERICAN INVSTRS 69,421 108,002
    GENERAL AMERICAN INVSTRS 30,135 44,362
    GENERAL AMERICAN INVSTRS 72,172 95,846
    GENERAL AMERICAN INVSTRS 49,734 61,281
    GENERAL AMERICAN INVSTRS 162,554 202,532
    GENERAL AMERICAN INVSTRS 64,609 79,153
    GENERAL AMERICAN INVSTRS 68,255 92,988
    GENERAL AMERICAN INVSTRS 11,147 19,868
    GENERAL AMERICAN INVSTRS 17,645 27,534
    GENERAL AMERICAN INVSTRS 66,348 86,456
    GENERAL AMERICAN INVSTRS 113,447 140,026
    GENERAL AMERICAN INVSTRS 235,180 302,460
    GENERAL AMERICAN INVSTRS 20,930 61,055
    GENERAL AMERICAN INVSTRS 17,099 33,929
    GENERAL AMERICAN INVSTRS 23,807 37,241
    GENERAL AMERICAN INVSTRS 25,223 44,906
    GENERAL AMERICAN INVSTRS 72,066 116,167
    GENERAL AMERICAN INVSTRS 30,861 48,172
    GENERAL AMERICAN INVSTRS 115,708 152,228
    GENERAL AMERICAN INVSTRS 204,551 263,542
    GENERAL AMERICAN INVSTRS 73,881 108,773
    GENERAL AMERICAN INVSTRS 205,318 296,836
    GENERAL AMERICAN INVSTRS 226,195 305,590
    GENERAL AMERICAN INVSTRS 179,846 270,527
    GENERAL AMERICAN INVSTRS 210,455 259,550
    GENERAL AMERICAN INVSTRS 229,051 282,140
    HONEYWELL INTL INC 1,129,719 4,044,470
    HONEYWELL INTL INC 1,178,684 4,481,710
    IAA INC 482,848 894,750
    IAA INC 351,487 715,800
    IAA INC 727,736 1,371,950
    IAC INTERACTIVE CORP 1,964,233 1,904,625
    IAC INTERACTIVE CORP 1,681,143 1,599,885
    IAC INTERACTIVE CORP 1,051,296 1,066,590
    IAC INTERACTIVE CORP 1,929,216 2,285,550
    INTER CONTINENTAL EX 2,242,119 3,876,880
    JOHNSON & JOHNSON 95,537 1,303,040
    JOHNSON & JOHNSON 55,963 1,385,294
    JOHNSON & JOHNSON 711 17,591
    JOHNSON & JOHNSON 121,730 3,013,280
    JOHNSON & JOHNSON 13,186 326,412
    JOHNSON & JOHNSON 82,309 2,037,466
    JOHNSON & JOHNSON 78,131 1,934,037
    MARRIOTT INTL INC 1,739,740 2,720,340
    MARRIOTT INTL INC 674,684 1,200,150
    MARRIOTT INTL INC 334,130 480,060
    MATCH GROUP INC 265,115 1,689,490
    MICROSOFT CORP 127,817 1,658,100
    MICROSOFT CORP 139,534 1,658,100
    MICROSOFT CORP 377,475 4,974,300
    MICROSOFT CORP 234,022 2,984,580
    MICROSOFT CORP 251,515 3,316,200
    MICROSOFT CORP 490,997 8,290,500
    NESTLE SA-SPONSORED 522,822 2,867,085
    NESTLE SA-SPONSORED 201,331 1,153,425
    NESTLE SA-SPONSORED 363,547 2,306,850
    NESTLE SA-SPONSORED 418,007 2,636,400
    NESTLE SA-SPONSORED 92,035 527,280
    NEXTERA ENERGY INC 1,947,570 2,559,900
    NEXTERA ENERGY INC 1,114,294 1,279,950
    NEXTERA ENERGY INC 1,624,743 1,919,926
    ORACLE CORP 406,180 959,400
    ORACLE CORP 710,368 1,678,950
    ORACLE CORP 511,110 1,199,250
    ORACLE CORP 317,771 575,640
    ORACLE CORP 392,811 575,640
    PHILIP MORRIS INTL INC COM 11,334 226,896
    PHILIP MORRIS INTL INC COM 2,598 56,724
    PHILIP MORRIS INTL INC COM 478,196 1,938,070
    PHILIP MORRIS INTL INC COM 982,046 1,087,210
    UNITEDHEALTH GRP INC 2,370,601 3,223,290
    UNITEDHEALTH GRP INC 1,154,330 1,611,645
    UNITEDHEALTH GRP INC 2,027,482 2,187,233
    VERIZON COMMUNICATIONS 100,591 193,943
    VIMEO INC 911,841 684,484
    VISA INC 1,454,154 2,117,700
    VISA INC 1,351,159 1,482,390

    TY 2020 InvestmentsOtherSchedule2
    Name:
    ROBERT M BEREN FOUNDATION INC
     
    C/O DONNA STUCKY
    EIN:
    48-0990309
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ASCOT PARTNERS, LP AT COST 13,013 0

    TY 2020 OtherExpensesSchedule
    Name:
    ROBERT M BEREN FOUNDATION INC
     
    C/O DONNA STUCKY
    EIN:
    48-0990309
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    POSTAGE & FREIGHT 40 0   0
    NONDEDUCTIBLE CONTRIBUTIONS 348,591,928 0   0
    VIMEO BASIS ADJUSTMENT -34 -34   0


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    ROBERT M BEREN FOUNDATION INC
     
    C/O DONNA STUCKY
    EIN:
    48-0990309
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FIRST MANHATTAN FOREIGN FEES 1,150 1,150   0
    INVESTMENT FEES 652,305 652,305   0
    ASCOT - OTHER DEDUCTIONS 2,216 0   2,216


    TY 2020 TaxesSchedule
    Name:
    ROBERT M BEREN FOUNDATION INC
     
    C/O DONNA STUCKY
    EIN:
    48-0990309
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    KANSAS SECRETARY OF STATE 40 0   40
    FOREIGN TAX WITHHELD 45,785 0   45,785
    FEDERAL INCOME TAX 21,000 0   0