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 11-01-2021 , and ending 10-31-2022
Name of foundation
ROBERT M BEREN FAMILY 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$477,131,579J 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) 663,122
2 Check bullet.............
3 Interest on savings and temporary cash investments 20,430 20,430  
4 Dividends and interest from securities... 2,255,205 2,255,205  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 20,764,958
b Gross sales price for all assets on line 6a 48,062,991
7 Capital gain net income (from Part IV, line 2)... 20,764,958
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........ 23,703,715 23,040,593  
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 2,188 0   2,188
c Other professional fees (attach schedule).... Click to see attachment 801,137 799,402   1,735
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 672,035 0   66,237
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 254,710 0   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,730,070 799,402   70,160
25 Contributions, gifts, grants paid....... 16,903,665 16,903,665
26 Total expenses and disbursements. Add lines 24 and 25 18,633,735 799,402   16,973,825
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 5,069,980
b Net investment income (if negative, enter -0-) 22,241,191
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............. 1,321,558 1,381,942 1,381,942
2 Savings and temporary cash investments......... 1,032,832 1,319,232 1,319,232
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet   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)....... 89,904,372 Click to see attachment94,605,190 474,430,405
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).......... 13,013 Click to see attachment11,335 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) 92,271,781 97,317,699 477,131,579
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue................. -468,421 -492,483
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)......... -468,421 -492,483
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 92,740,202 97,810,182
29 Total net assets or fund balances (see instructions)..... 92,740,202 97,810,182
30 Total liabilities and net assets/fund balances (see instructions). 92,271,781 97,317,699
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
92,740,202
2
Enter amount from Part I, line 27a .....................
2
5,069,980
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
97,810,182
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
97,810,182
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 DOMINOS PIZZA INC   2021-10-15 2022-07-08
b DOMINOS PIZZA INC   2021-10-14 2022-07-13
c DOMINOS PIZZA INC   2021-10-14 2022-07-22
d META PLATFORMS INC   2021-09-23 2022-07-08
e META PLATFORMS INC   2021-08-19 2022-07-08
GENERAL AMERICAN INVS INC   2021-12-30 2022-01-13
APPLE INC   2016-05-11 2022-10-24
APPLE INC   2016-07-06 2022-10-24
DISCOVERY INC     2022-06-01
DOMINOS PIZZA INC   2021-03-11 2022-07-22
IAA INC   2019-02-21 2022-07-25
IAA INC   2019-02-07 2022-07-25
IAA INC   2019-02-01 2022-07-25
IAC INTERACTIVECORP   2021-05-27 2022-08-08
IAC INTERACTIVECORP   2021-04-07 2022-08-08
MARRIOTT INTL INC   2020-06-08 2022-09-21
MARRIOTT INTL INC   2020-06-04 2022-09-21
META PLATFORMS INC   2021-06-18 2022-07-08
META PLATFORMS INC   2021-05-21 2022-07-08
META PLATFORMS INC   2021-04-12 2022-07-08
META PLATFORMS INC   2021-05-03 2022-07-25
NEXTERA ENERGY INC   2021-02-23 2022-09-21
VIMEO INC   2021-04-07 2022-07-18
AMERICAN EXPRESS CO   2000-12-22 2021-12-08
AMERICAN EXPRESS CO   2000-12-22 2022-01-13
AMERICAN EXPRESS CO   2008-11-14 2022-01-13
AMERICAN EXPRESS CO   2008-11-14 2022-01-28
AMERICAN EXPRESS CO   2008-11-14 2022-02-28
AMERICAN EXPRESS CO   2008-11-14 2022-03-10
AMERICAN EXPRESS CO   2008-11-14 2022-09-21
BROOKFIELD ASSET MGT   2009-06-22 2022-01-13
BROOKFIELD ASSET MGT   2009-06-22 2022-02-28
BROOKFIELD ASSET MGT   2009-06-22 2022-03-10
COMCAST CORP   2009-05-07 2022-02-28
JOHNSON & JOHNSON   1989-08-04 2022-02-28
JOHNSON & JOHNSON   1989-08-04 2022-03-10
JOHNSON & JOHNSON   1989-08-04 2022-03-10
JOHNSON & JOHNSON   1989-08-04 2022-09-21
JOHNSON & JOHNSON   1989-08-04 2022-09-21
JOHNSON & JOHNSON   1989-08-04 2022-09-21
JOHNSON & JOHNSON   1989-08-04 2022-09-21
JOHNSON & JOHNSON   1989-08-04 2022-09-21
NESTLE S A   2002-05-21 2022-01-13
NESTLE S A   2002-05-21 2022-02-28
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 1,204,669   1,404,469 -199,800
b 1,203,779   1,388,327 -184,548
c 1,198,875   1,388,327 -189,452
d 510,294   1,042,668 -532,374
e 1,020,589   2,128,554 -1,107,965
12   12 0
1,764,790   278,428 1,486,362
1,764,790   285,693 1,479,097
14   12 2
3,596,627   3,226,043 370,584
435,538   351,487 84,051
544,423   482,848 61,575
834,782   727,736 107,046
822,785   1,681,143 -858,358
979,506   1,964,233 -984,727
456,000   334,130 121,870
1,595,999   1,074,546 521,453
510,294   997,855 -487,561
595,343   1,109,750 -514,407
1,445,835   2,636,143 -1,190,308
182,100   356,588 -174,488
510,281   445,718 64,563
126,266   911,841 -785,575
1,868,833   511,553 1,357,280
435,608   116,262 319,346
1,742,432   210,345 1,532,087
952,593   115,690 836,903
770,581   84,138 686,443
2,350,295   294,483 2,055,812
2,149,418   294,483 1,854,935
2,058,158   269,642 1,788,516
1,625,101   231,122 1,393,979
1,067,231   154,081 913,150
939,115   159,200 779,915
574,703   23,030 551,673
1,007,915   39,421 968,494
1,515,658   59,279 1,456,379
17,913   711 17,202
332,391   13,186 319,205
1,410,673   55,963 1,354,710
1,969,469   78,131 1,891,338
2,074,794   82,309 1,992,485
1,062,897   192,302 870,595
521,711   96,151 425,560
311,911     311,911
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       -199,800
b       -184,548
c       -189,452
d       -532,374
e       -1,107,965
      0
      1,486,362
      1,479,097
      2
      370,584
      84,051
      61,575
      107,046
      -858,358
      -984,727
      121,870
      521,453
      -487,561
      -514,407
      -1,190,308
      -174,488
      64,563
      -785,575
      1,357,280
      319,346
      1,532,087
      836,903
      686,443
      2,055,812
      1,854,935
      1,788,516
      1,393,979
      913,150
      779,915
      551,673
      968,494
      1,456,379
      17,202
      319,205
      1,354,710
      1,891,338
      1,992,485
      870,595
      425,560
      311,911
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 20,764,958
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 309,153
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- ..... 5 309,153
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 325,000
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.............. 7 325,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 6,775
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 9,072
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet9,072 RefundedBullet 11 0
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care 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 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
     
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
    Yes
     
    (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
    Yes
     
    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
    Yes
     
    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? .............................
    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
    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 (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
    FIRST MANHATTAN COMPANY INVESTMENT ADVICE 797,518
    399 PARK AVENUE
    NEW YORK,NY10022
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    510,086,625
    b
    Average of monthly cash balances.......................
    1b
    3,097,127
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    513,183,752
    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
    513,183,752
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    7,697,756
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    505,485,996
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    25,274,300
    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
    25,274,300
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    309,153
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    309,153
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    24,965,147
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    24,965,147
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    24,965,147
    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 24,965,147
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 1,800,418
    b Total for prior years:20, 20, 20 0
    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 ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 16,973,825
    a Applied to 2020, but not more than line 2a 1,800,418
    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 2021 distributable amount..... 15,173,407
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 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 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		9,791,740
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		0
    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....  
    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).)
    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 (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
    AHAVATH ACHIM -HEBREW CONGREGATION
    1850 NORTH WOODLAWN
    WICHTA,KS67208     		NONE PC PLEDGES - 2022 1,365
    AHAVATH ACHIM -HEBREW CONGREGATION
    1850 NORTH WOODLAWN
    WICHTA,KS67208     		NONE PC CONTRIBUTION PLEDGE 2021 75,000
    AIEF-AMERICAN ISRAEL EDUCATION FUND
    900 SOUTH PINE ISLAND RD SUITE 320
    PLANTATION,FL33324     		NONE PC GENERAL FUND 75,000
    AJC OF PALM BEACH
    1900 NW CORPORATE BLVD SUITE 210W
    BOCA RATON,FL33431     		NONE PC PALM BEACH ANNUAL CAMPAIGN 10,000
    ALZHEIMER'S ACCOCIATION - SOUTHEAST FLORIDA CHAPTER
    3323 W COMMERCIAL BOULEVARD SUITE
    260
    FORT LAUDERDALE,FL333093447     		NONE PC GENERAL FUND 200
    AMERICAN CANCER SOCIETY - FLORIDA DIVISION
    PO BOX 13300
    TAMPA,FL336813300     		NONE PC ANNUAL FUND DRIVE 500
    AMERICAN HEART ASSOCIATION
    11207 BLUE HERON BLVD N
    ST PETERSBURG,FL33716     		NONE PC GENERAL FUND 500
    AMERICAN FRIENDS OF MAGEN DAVID ADOM
    20 W 36ST SUITE 1100
    NEW YORK,NY10018     		NONE PC GENERAL FUND 5,000
    AMERICAN FRIENDS OF SHALVA
    20 W 36TH STREET SUITE 1100
    NEW YORK,NY10018     		NONE PC GENERAL FUND 1,800
    AMERICAN KIDNEY FUND
    PO BOX 11038
    LEWISTON,ME04243     		NONE PC GENERAL FUND 500
    AMERICAN RED CROSS
    PO BOX 628205
    ORLANDO,FL328628205     		NONE PC GENERAL FUND 1,000
    ARTHRITIS FOUNDATION
    400 HIBISCUS STREET SUITE 100
    WEST PALM BEACH,FL33401     		NONE PC GENERAL FUND 200
    AYN RAND INSTITUTE
    6 HUTTON CENTRE DRIVE SUITE 600
    SANTA ANA,CA92707     		NONE PC GENERAL FUND 1,000
    BIRTHRIGHT ISRAEL FOUNDATION
    711 THIRD AVENUE 10TH FLOOR
    NEW YORK,NY10017     		NONE PC GENERAL FUND 10,000
    BRIGHAM AND WOMEN'S HOSPITAL
    116 HUNTINGTON AVENUE 3RD FLOOR
    BOSTON,MA021165712     		NONE PC GENERAL FUND 10,000
    CFACT - COMMITTEE FOR A CONSTRUCTIVE TOMORROW
    1717 PENNSYLVANIA AVE NW SUITE 1025
    WASHINGTON,DC20006     		NONE PC GENERAL FUND 1,000
    CENTRAL FUND OF ISRAEL
    461 CENTRAL AVENUE
    CEDARHURST,NY11516     		NONE PC GENERAL FUND 1,000
    CENTRAL FUND OF ISRAEL
    461 CENTRAL AVENUE
    CEDARHURST,NY11516     		NONE PC GENERAL FUND 18,000
    DAVID HAROWITZ FREEDOM CENTER
    P O BOX 55089
    SHERMAN OAKS,CA91499     		NONE PC GENERAL FUND 500
    EISENHOWER FOUNDATION
    200 SE 4TH STREET PO BOX 295
    ABILENE,KS67410     		NONE PC GENERAL FUND 1,000
    EMORY UNIVERSITY
    1762 CLIFTON ROAD NE SUITE 1400
    ATLANTA,GA30322     		NONE PC INSTITUTE FOR THE STUDY OF MODERN ISRAEL 500
    EXPERIENCE CAMP
    PO BOX 5121
    WESTPORT,CT06881     		NONE PC GENERAL FUND 3,000
    FRIENDS OF HARVARD JUDAICA COLLECTION - WIDENER LIBRARY
    HARVARD UNIVERSITY
    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 THE ISRAEL DEFENSE FORCES
    60 EAST 42ND STREET SUITE 1820
    NEW YORK,NY10165     		NONE PC GENERAL FUND 100,000
    FRIENDS OF UNITED HATZALAH OF ISRAEL
    208 EAST 51 STREET SUITE 303
    NEW YORK,NY10022     		NONE PC GENERAL FUND 10,000
    FOUNDATION FOR JEWISH CAMP INC
    253 WEST 35TH STREET 4TH FLOOR
    NEW YORK,NY10016     		NONE PC GENERAL FUND 100,000
    FOUNDATION FOR JEWISH CAMP INC
    253 WEST 35TH STREET 4TH FLOOR
    NEW YORK,NY10016     		NONE PC GENERAL FUND 500,000
    FOUNDATION FOR PERIPHERAL NEUROPATHY
    485 HALF DAY ROAD SUITE 350
    BUFFALO GROVE,IL60089     		NONE PC GENERAL FUND 1,000
    FOUNDATION FOR INDIVIDUAL RIGHTS IN EDUCATION
    510 WALNUT STREET SUITE 1250
    PHILADELPHIA,PA19106     		NONE PC GENERAL FUND 1,000
    FURRY FRIENDS
    100 CAPITAL STREET
    JUPITER,FL33458     		NONE PC GENERAL FUND 100
    GARDENS JEWISH EXPERIENCE
    180 BENT TREE DR
    PALM BEACH GARDENS,FL33418     		NONE PC GENERAL FUND 5,000
    HANDS ON TZEDAKAH INC
    2901 CLINT MOORE ROAD 318
    BOCA RATON,FL33496     		NONE PC HOLOCAUST SURVIVORS & UKRAINIAN REFUGEES 200,000
    HARVARD HILLEL
    52 MOUINT AUBURN ST
    CAMBRIDGE,MA02138     		NONE PC GENERAL FUND 25,000
    HARVARD UNIVERSITY CENTER FOR JEWISH STUDIES
    8 DIVINITY AVENUE
    CAMBRIDGE,MA02138     		NONE PC CENTER FOR JEWISH STUDIES 1,000
    HARVARD UNIVERSITY PRESIDENT AND FELLOWS
    PO BOX 419209
    BOSTON,MA022419209     		NONE PC HARVARD TENNIS 3,000
    HARVARD UNIVERSITY PRESIDENT AND FELLOWS
    PO BOX 419209
    BOSTON,MA022419209     		NONE PC FACULTY OF ARTS & SCIENCES HOUSE RENEWAL FUND 7,500,000
    HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE
    800 EIGHTH STREET NW
    WASHINGTON,DC200013724     		NONE PC INTERNATIONAL BOARD OF GOVERNORS 100,000
    HILLELOF BROWARD AND PALM BEACH
    777 GLADES ROAD BLDG LY-3A
    BOCA RATON,FL33431     		NONE PC GENERAL FUND 3,000
    HILLSDALE COLLEGE
    33 E COLLEGE ST
    HILLSDALE,MI492429989     		NONE PC GENERAL FUND 1,000
    INSIGHT THROUGH EDUCATION INC
    PO BOX 33054
    PALM BEACH GARDENS,FL33420     		NONE PC SPONSORSHIPS- GENERAL FUND 2,500
    INSTITUTE FOR HUMANE STUDIES
    3434 WASHINGTON BOULEVARD
    ARLINGTON,VA22201     		NONE PC GENERAL FUND 2,000
    ISRAEL TENNIS CENTERS FOUNDATION
    3275 WEST HILLSBORO BOULEVARD SUITE
    102
    DEERFIELD BEACH,FL33442     		NONE PC GENERAL FUND 5,000
    JACK MILLER CENTER
    3 BALA PLAZA W SUITE 401
    BALA CYNWYD,PA190049804     		NONE PC GENERAL FUND 10,000
    JEWISH FEDERATION OF PALM BEACH
    1 HARVARD CIRCLE SUITE 100
    WEST PALM BEACH,FL33409     		NONE PC GRANT 700,000
    JEWISH FEDERATION OF PALM BEACH
    1 HARVARD CIRCLE SUITE 100
    WEST PALM BEACH,FL33409     		NONE PC MEYER ACADEMY 200,000
    JEWISH NATIONAL FUND
    78 RANDALL AVE
    ROCKVILLE CENTRE,NY11570     		NONE PC ANNUAL FUND 5,000
    JEWISH POLICY CENTER
    50 F STREET NW SUITE 100
    WASHINGTON,DC20001     		NONE PC MEMBERSHIP RENEWAL 100,000
    JUPITER MEDICAL CENTER
    1210 S OLD DIXIE HWY
    JUPITER,FL334587205     		NONE PC FRENCHMAN'S CREEK 8,000
    LEADERSHIP INSTITUTE
    1101 NORTH HIGHLAND STREET
    ARLINGTON,VA22201     		NONE PC GENERAL FUND 1,000
    NCSY
    7200 W CAMINO REAL SUITE 214
    BOCA RATON,FL33433     		NONE PC GENERAL FUND 2,000
    NATIONAL CENTER FOR PUBLIC POLICY RESEARCH
    20 F STREET SUITE 700
    WASHINGTON,DC20001     		NONE PC GENERAL FUND 500
    NEFESH B'NEFESH
    50 EISENHOWER DRIVE
    PARAMUS,NJ07652     		NONE PC GENERAL FUND 2,000
    NER ISRAEL RABBINICAL COLLEGE
    400 MOUNT WILSON LANE
    BALTIMORE,MD21208     		NONE PC GENERAL FUND 180
    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 CK# 1965 18,000
    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 500
    RED BARN STUDIO MUSEUM & RAYMER SOCIETY FOR THE ARTS
    212 SOUTH MAIN
    LINDSBORG,KS67456     		NONE PC GENERAL FUND 100
    ROBERT M BEREN ACADEMY
    11333 CLIFFWOOD DRIVE
    HOUSTON,TX770356011     		NONE PC GENERAL FUND 300,000
    ROBERT M BEREN ACADEMY
    11333 CLIFFWOOD DRIVE
    HOUSTON,TX770356011     		NONE PC ROBERT M BEREN SCHOLARSHIP PROGRAM 1,200,000
    ROSE HILL CEMETERY
    6841 EAST 62ND AVENUE
    COMMERCE CITY,CO80022     		NONE PC GENERAL FUND 180
    SARI CENTER
    3041 BURGUNDY DRIVE N
    PALM BEACH GARDENS,FL33410     		NONE PC GENERAL FUND 1,000
    SOUTHERN INSTITUTE FOR EDUCATION AND RESEARCH - TULANE UNIVESITY
    MR BOX 1692 31 MCALISTER DRIVE
    NEW ORLEANS,LA701185555     		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 MEMORIAL 180
    TELSHE YESHIVA
    28400 EUCLID AVE
    WICKLIFFE,OH44092     		NONE PC MEMORIAL 180
    TELSHE YESHIVA
    28400 EUCLID AVE
    WICKLIFFE,OH44092     		NONE PC YAHRZEIT - MEMORIAL 180
    TIKVAH FUND
    165 EAST 56TH STREET 4TH FLOOR
    NEW YORK,NY10022     		NONE PC GENERAL FUND 660,000
    THE LEUKEMIA & LYMPHOMA SOCIETY
    PO BOX 98011
    WASHINGTON,DC200908011     		NONE PC GENERAL FUND 200
    THE USO
    P O BOX 96860
    WASHINGTON,DC200777677     		NONE PC GENERAL FUND 200
    TRUMAN LIBRARY INSTITUTE
    500 WEST US HIGHWAY 24
    INDEPENDENCE,MO64050     		NONE PC GENERAL FUND 500
    TUSKEGEE AIRMAN NATIONAL HISTORICAL MUSEUM
    PO BOX 1808
    MERRIFIELD,VA221168008     		NONE PC GENERAL FUND 250
    TUNNEL TO TOWERS
    P O BOX 70719
    PHILADELPHIA,PA191760719     		NONE PC GENERAL FUND 1,000
    UJA FEDERATION NEW YORK
    130 EAST 59TH STREET
    NEW YORK,NY10022     		NONE PC JEWISH COMMUNITY OF UKRAINE & UKRAINE RELEIF EFFORTS 1,250,000
    UNITED WAY OF PALM BEACH COUNTY
    477 S ROSEMARY AVENUE STE 230
    WEST PALM BEACH,FL33401     		NONE PC GENERAL FUND 25,000
    WJC AMERICAN SECTION
    501 MADISON AVENUE
    NEW YORK,NY10022     		NONE PC GENERAL FUND 10,000
    YESHIVA UNIVERSITY
    500 WEST 185TH STREET BH 704
    NEW YORK,NY100333201     		NONE PC ANNUAL HANUKKAH DINNER & CONVOCATION 25,000
    BEREN SEA FOUNDATION
    2020 N BRAMBLEWOOD
    WICHITA,KS67206     		NONE PC GENERAL FUND 3,500,000
    NATIONAL JEWISH HEALTH
    1400 JACKSON STREET
    DENVER,CO802062762     		NONE PC GENERAL FUND 200
    Total .................................bullet 3a 16,903,665
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 20,430  
    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 20,764,958  
    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 23,040,593 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    23,040,593
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


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


    Software ID:  
    Software Version:  


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

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2021
    Name of the organization
    ROBERT M BEREN FAMILY 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) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    ROBERT M BEREN FAMILY 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

    		$ 663,122


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

    		$  


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

    		$  


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

    		$  


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

    		$  


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

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 3
    Name of organization
    ROBERT M BEREN FAMILY 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
    		 PUBLICLY TRADED SECURITIES $ 369,385 2021-12-27
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 PUBLICLY TRADED SECURITIES $ 293,737 2021-12-27
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    ROBERT M BEREN FAMILY 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) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 AccountingFeesSchedule
    Name:
    ROBERT M BEREN FAMILY FOUNDATION INC
     
    C/O DONNA STUCKY
    EIN:
    48-0990309
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    GJ & COMPANY 2,188 0   2,188

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

    TY 2021 ExpenditureResponsibilityStmt
    Name:
    ROBERT M BEREN FAMILY 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     		2021-09-14 1,000,000 TO FURTHER THE ADVANCEMENT, ENHANCEMENT, PROMOTION AND/OR WELFARE OF THE JEWISH PEOPLE. 1,000,000 NONE, TO THE KNOWLEDGE OF THE GRANTOR MARCH 31, 2023 2022-03-21 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. 1,500,000 NONE, TO THE KNOWLEDGE OF THE GRANTOR MARCH 31, 2023 2022-03-21 NO INDEPENDENT VERIFICATION WAS DEEMED NECESSARY.
    BEREN SEA FOUNDATION
          		2020 N BRAMBLEWOOD
    WICHITA,KS67206     		2022-07-29 3,500,000 TO FURTHER THE ADVANCEMENT, ENHANCEMENT, PROMOTION AND/OR WELFARE OF THE JEWISH PEOPLE. 2,176,425 NONE, TO THE KNOWLEDGE OF THE GRANTOR MARCH 31, 2023 2022-03-21 NO INDEPENDENT VERIFICATION WAS DEEMED NECESSARY.

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    ROBERT M BEREN FAMILY 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 2,951,657 4,165,040
    AMAZON COM INC 9,414,819 6,351,280
    AMERICAN EXPRESS CO 243,877 2,078,300
    AMERICAN TOWER CORP 7,194,262 5,904,915
    APPLE INC 2,010,643 17,120,411
    ASML HLDS NV NY REG SHR 3,057,695 3,070,730
    AT&T INC COM 46,386 69,310
    AUTOZONE INC 4,250,481 10,131,520
    BERKSHIRE HATHAWAY INC. 2,100,227 315,088,155
    BROOKFIELD ASSET MGMT 733,004 3,961,000
    COMCAST CORP 1,579,826 6,348,000
    COPART INC 5,953,233 5,003,370
    COSTCO WHSL CORP NEW COM 13,977 172,015
    DANAHER CORP 2,250,147 8,808,450
    EVOLUTION GAMING GRO 5,328,844 4,019,655
    EXXON MOBIL CORP 204,883 1,772,960
    GENERAL AMERICAN INVSTRS 3,461,376 3,817,188
    HONEYWELL INTL INC 2,308,403 7,956,780
    IAC INTERACTIVE CORP 2,980,512 1,070,960
    INTER CONTINENTAL EX 2,242,119 2,675,960
    JOHNSON & JOHNSON 95,537 1,391,760
    LVMH MOET HENNESSY L ORDINARY 3,919,077 4,158,928
    MARRIOTT INTL INC 1,339,879 2,241,540
    MATCH GROUP INC 265,115 484,056
    MICROSOFT CORP 1,621,360 16,016,970
    NESTLE SA-SPONSORED 1,309,289 6,522,600
    NEXTERA ENERGY INC 4,240,889 4,766,250
    NIKE INC CLASS B 3,838,520 3,243,800
    ORACLE CORP 4,319,112 6,089,460
    PHILIP MORRIS INTL INC COM 1,474,173 3,214,750
    S&P GLOBAL INC COMMON 5,383,330 4,577,813
    UNITEDHEALTH GRP INC 5,552,413 8,466,038
    VERIZON COMMUNICATIONS 100,591 136,774
    VISA INC 2,805,313 3,521,720
    WARNER BROS DISCOVERY 14,221 11,947

    TY 2021 InvestmentsOtherSchedule2
    Name:
    ROBERT M BEREN FAMILY 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 11,335 0

    TY 2021 OtherExpensesSchedule
    Name:
    ROBERT M BEREN FAMILY 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 276 0   0
    NONDEDUCTIBLE CONTRIBUTIONS 254,428 0   0
    OTHER 6 0   0


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    ROBERT M BEREN FAMILY 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 1,884 1,884   0
    INVESTMENT FEES 797,518 797,518   0
    ASCOT - OTHER DEDUCTIONS 1,735 0   1,735


    TY 2021 TaxesSchedule
    Name:
    ROBERT M BEREN FAMILY 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 66,197 0   66,197
    FEDERAL INCOME TAX 605,798 0   0