Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
The Bergman Foundation
 
% Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address)Foundation Source 501 Silverside Rd
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Wilmington, DE198091377
A Employer identification number

84-3220929
B Telephone number (see instructions)

(800) 839-1754
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$4,700,903J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 0
2 Check right arrow.............
3 Interest on savings and temporary cash investments 1,894 1,894  
4 Dividends and interest from securities... 101,462 101,462  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 12,691
b Gross sales price for all assets on line 6a 1,251,311
7 Capital gain net income (from Part IV, line 2)... 24,659
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)....... Click to see attachment
List of Attached Documents:
// Content
1,001   875
12 Total. Add lines 1 through 11........ 117,048 128,015 875
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 40,000     40,000
14 Other employee salaries and wages...... 16,061     16,061
15 Pension plans, employee benefits....... 4,055     4,055
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
60,606 12,158 875 47,573
17 Interest............... 1     1
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
8,294 7,094    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 1,140     1,140
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
26,046 2,407   23,639
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 156,203 21,659 875 132,469
25 Contributions, gifts, grants paid....... 108,000 108,000
26 Total expenses and disbursements. Add lines 24 and 25 264,203 21,659 875 240,469
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -147,155
b Net investment income (if negative, enter -0-) 106,356
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 70,006 79,122 79,122
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 259,480 Click to see attachment
List of Attached Documents:
// Content
242,532 		233,488
b Investments—corporate stock (attach schedule)....... 4,165,592 Click to see attachment
List of Attached Documents:
// Content
4,007,073 		4,240,562
c Investments—corporate bonds (attach schedule)....... 137,147 Click to see attachment
List of Attached Documents:
// Content
156,124 		147,731
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,632,225 4,484,851 4,700,903
Liabilities 17 Accounts payable and accrued expenses.......... 219  
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 219 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 4,632,006 4,484,851
29 Total net assets or fund balances (see instructions)..... 4,632,006 4,484,851
30 Total liabilities and net assets/fund balances (see instructions). 4,632,225 4,484,851
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
4,632,006
2
Enter amount from Part I, line 27a .....................
2
-147,155
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
4,484,851
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
4,484,851
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a Publicly-traded Securities      
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,251,311   1,226,652 24,659
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       24,659
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 24,659
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
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 right arrow 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) 1 1,478
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 1,478
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,478
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 1,109
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 500
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,609
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 131
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow131 Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowDE
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 2023 or the taxable year beginning in 2023? 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
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 addressright arrow  
14
The books are in care ofright arrowFoundation Source Telephone no.right arrow (800) 839-1754

Located atright arrow501 Silverside Road Suite 123WilmingtonDE ZIP+4right arrow198091377
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
Bennet Bergman Dir, Sec
30.0 		40,000 3,248 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Elise Bergman Dir, Treas
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Elliot Bergman Dir, Pres
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Natalie Bergman Dir, VP
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
KYLE R DACUYAN PAID EMPLOYEE
5.0 		16,061 1,325  
FOUNDATION SOURCE 501 SILVERSI
WILMINGTON,DE198091377
Total number of other employees paid over $50,000...................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
 
Total number of others receiving over $50,000 for professional services.............right arrow  
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1 THE BERGMAN BOOK PRIZE. DESCRIPTION: A PRIZE OF $10,000 WILL BE AWARDED FOR A FIRST OR SECOND BOOK OF POETRY, WITH PUBLICATION OF THE BOOK AND NATIONAL DISTRIBUTION 84,899
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.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
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
4,373,145
b
Average of monthly cash balances.......................
1b
106,047
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
4,479,192
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
4,479,192
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
67,188
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
4,412,004
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
220,600
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
220,600
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
1,478
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,478
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
219,122
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
219,122
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
219,122
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
240,469
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
240,469
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 219,122
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 210,749
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 240,469
a Applied to 2022, but not more than line 2a 210,749
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2023 distributable amount..... 29,720
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023.    
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		189,402
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		 
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023.... 0
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
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 (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

ART INSTITUTE OF CHICAGO

111 S MICHIGAN AVE
CHICAGO,IL60603 		N/A PC School of the Art Institute of Chicago - Fashion Council 6,000

ARTS OF LIFE

2010 W CARROLL AVE
CHICAGO,IL60612 		N/A PC General & Unrestricted 10,000

INTONATION MUSIC WORKSHOP

4434 S LAKE PARK AVE STE 110
CHICAGO,IL60653 		N/A PC General & Unrestricted 6,000

MARWEN FOUNDATION

833 N ORLEANS 1ST FL
CHICAGO,IL60610 		N/A PC General & Unrestricted 10,000

NOVO MISSION INC

1240 N LAKEVIEW AVE STE 120
ANAHEIM,CA92807 		N/A PC General & Unrestricted 30,000

PILOT LIGHT

2825 W 5TH AVE
CHICAGO,IL60612 		N/A PC General & Unrestricted 6,000

UNITING VOICES

78 E WASHINGTON ST
CHICAGO,IL60602 		N/A PC General & Unrestricted 10,000

L Newbern

415 N Irwin St
Milledgeville,GA31061 		NONE I Bergman Prize 10,000

Z Hitzig

30 Hopedale Street
Allston   02134
FM 		NONE I Bergman Prize 10,000

J Seo

468 W 58th Street
Apt 3A
New York City,NY10019 		NONE I Bergman Prize 10,000
Total .................................right arrow 3a 108,000
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
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 1,894  
4 Dividends and interest from securities ....     14 101,462  
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 12,691  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aBOOK SALE PROCEEDS 		        875
bSTATE TAX REFUND     01 126  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   116,173 875
13Total. Add line 12, columns (b), (d), and (e)..................
13
117,048
(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.)
11 PROCEEDS FROM THE SALES OF BOOKS OF POETRY AUTHORED BY WINNERS OF THE BERGMAN BOOK PRIZE
Form 990-PF (2023)
Form 990-PF (2023)
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

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

TY 2023 DepreciationSchedule
Name:
The Bergman Foundation
EIN:
84-3220929
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

TY 2023 InvestmentsCorpBondsSchedule
Name:
The Bergman Foundation
EIN:
84-3220929
Name of Bond End of Year Book Value End of Year Fair Market Value
AMERICAN EXPRESS CO NOTE - 4.9 7,577 7,974
AMGEN INC - 2.300% - 02/25/193 10,065 8,568
AUTODESK INC NT - 2.400% - 12/ 9,434 9,429
BANK OF AMERICA - 3.950% - 04/ 12,014 10,818
BANK OF NEW YORK - 5.834% - 10 10,311 10,618
BEST BUY INC - 1.950% - 10/01/ 9,992 9,151
CITIGROUP INC - 3.200% - 10/21 10,846 9,543
COMCAST - 1.950% - 01/15/2031 10,163 9,294
JP MORGAN CHASE - 2.956% - 05/ 10,498 8,802
NORTHERN TR CORP NOTE - 6.125% 16,044 17,212
SCHWAB CHARLES CORP - 2.900% - 9,286 9,475
STATE STR CORP - 4.164% - 08/0 8,209 8,481
UNITED TECHNOLOGIES - 4.125% - 7,818 7,820
WELLS FARGO CO - 4.100% - 06/0 23,867 20,546

TY 2023 InvestmentsCorpStockSchedule
Name:
The Bergman Foundation
EIN:
84-3220929
Name of Stock End of Year Book Value End of Year Fair Market Value
A B ELECTRLX S ADR# 4,473 1,605
ABBOTT LABS 7,421 8,255
ABBVIE INC 14,402 20,611
ABIOMED INC CONTRA TEX PAYOUT    
ACCENTURE PLC 21,787 26,669
ACCO BRANDS CORPORATION 634 432
ACUITY BRANDS INC 2,534 2,868
ADECCO S.A. UNSP/ADR 7,774 9,312
ADIDAS AG 2,854 3,456
ADOBE SYSTEMS, INC 21,140 42,359
ADVANCED DRAINAGE SYSTEMS INC 844 1,406
ADVANCED MICRO DEVICES INC 5,265 9,434
ADYEN N.V. 8,001 3,864
AEGON N V ORD AMER REG 4,654 5,789
AENA SME S.A. ADR 3,036 3,634
AEON CO LTD ADR OTC 4,227 4,541
AFLAC INC 7,454 11,550
AGCO CP 2,322 2,185
AGILENT TECHNOLOGIES INC 14,611 15,154
AGIOS PHARMACEUTICALS INC 1,313 534
AGORA 436 421
AGRICULTURAL BANK OF CHINA LIM 573 547
AIA GROUP LTD ADR 11,306 8,182
AIRBNB 9,084 10,619
AKZO NOBEL NV-ADR 12,933 13,260
ALARM.COM HOLDINGS INC 1,802 1,228
ALFA LAVAL AB 2,629 3,038
ALLIANT CORP 5,359 4,976
ALLIANZ SE 11,392 12,064
ALSTOM 8,144 3,986
AMADEUS IT HLDS SA 4,699 4,829
AMAZON COM 77,841 69,892
AMERICAN CAPITAL AGENCY CORP 2,191 1,344
AMERICAN EXPRESS CO 16,714 20,982
AMERICAN WATER WORKS COMPANY I 5,109 4,224
AMERIPRISE FINANCIAL INC 7,919 12,155
AMGEN INC 18,977 21,313
AMN HEALTHCARE SERVICES INC 603 599
ANGLO AM PLC ADR 5,331 3,519
ANLGO AMERICAN PLATINUM 1,286 748
ANTA SPORTS PRODUC UNSP ADR EA 2,221 975
ANTERO RESOURCES CORPORATION 974 794
APA CORPORATION 1,177 1,435
APELLIS PHARMACEUTICALS 579 658
API GROUP CORPORATION 2,241 3,322
APPLE INC 133,915 169,618
APPLIED IDNS TECH 1,490 2,072
ARAMARK 2,613 2,698
ARCADIS ADR 1,688 2,680
ARCELIK A S UNSP ADR 694 848
ARROW ELECTRONICS INC 2,163 2,201
ASAHI KAISAI CP ADR 3,828 2,681
ASBURY AUTOMOTIVE GR 913 1,125
ASML HOLDING NV NY REG SHS 16,658 19,680
ASTELLAS PHARMA INC 5,537 4,355
ASTRAZENECA 12,917 15,221
AT&T, INC 17,196 12,635
ATLAS COPCO AB A SHS ADR 8,279 8,605
ATLAS COPCO AB B SHS ADR 5,378 6,793
ATMOS ENERGY CORP 2,649 2,898
AUTODESK, INC 14,756 11,931
AUTOMATIC DATA PROCESSING INC 16,566 18,638
AVALONBAY CMNTYS INC 5,312 5,242
AVANGRID INC 7,462 5,704
AVIENT 3,114 2,827
AVIVA PLC 4,094 3,986
AVNET INC 2,638 3,074
AXA ADS 12,721 14,447
AXON ENTERPRISE 1,528 1,808
AZENTA INC 1,450 1,368
BAIDU.COM - ADR 4,670 3,096
BAKER HUGHES COMPANY 13,180 16,577
BALCHEM CORP 2,376 2,826
BALL CP 8,013 6,155
BANCO BRADESCO S.A. SPONS ADR 4,312 4,067
BANCO BRADESCO SA SPONSORED AD 2,332 2,258
BANCO DE CHILE ADS 923 877
BANCO DO BRASIL S A SPONSORED 1,364 2,399
BANCO SANTANDER BRASIL 2,835 2,843
BANCO SANTANDER CEN 5,661 6,235
BANCO SANTANDER CHIL ADR 1,632 1,247
BANCOLOMBIA SA 856 769
BANK NEW YORK MELLON CORP COM 9,961 11,295
BANK OF AMERICA CORP 24,447 21,077
BARRATT DEVEL 4,180 3,063
BASF AG SPONS ADR 6,583 4,080
BATH & BODY WORKS, INC 1,041 1,079
BB SEGURIDADE 882 1,201
BEIGENE LTD 877 721
BERKLEY W R CP 8,914 9,547
BILIBILI INC. 2,223 377
BJ'S WHLSL CLUB INC 1,018 1,400
BLACKROCK INC 22,701 22,730
BLUE OWL CAPITAL 1,456 1,758
BNP PARIBAS SPONS ADR 11,493 13,549
BOOZ ALLEN HAMILTON HOLDING CO 1,873 2,430
BORG WARNER INC 43,288 36,531
BOSTON SCIENTIFIC 10,929 15,493
BP PLC SPONSORED ADR 9,177 11,788
BRADY CP CL A 1,478 1,702
BRAMBLES LTD UNSP AD 4,274 4,789
BRISTOL-MYERS SQUIBB CO 19,448 15,290
BRITISH LAND CO S/ADR 4,697 3,323
BRUNSWICK CORP 1,920 1,838
BUNZL PLC SPONSORED ADR 4,305 4,995
BURBERRY GROUP PLC 2,137 1,587
BYD CO LTD UNSP/ADR 1,228 1,050
C H ROBINSON WORLDWIDE INC 8,812 7,516
C3.AI INC 519 660
CAP GEMINI SA UNSP/ADR 7,960 8,998
CARDINAL HEALTH INC 5,195 10,786
CARLISLE COS INC 1,226 2,187
CARLYLE GROUP 2,055 2,279
CARREFOUR S.A 1,904 2,007
CARRIER GLOBAL 5,812 6,549
CBRE GROUP 10,738 12,195
CEMEX SA DE CV A ADS 1,428 1,457
CENCORA INC 21,900 34,298
CENTRAL JAPAN RY CO ADR 6,726 6,293
CHEMICAL AND MINING CO OF CHIL 495 542
CHESAPEAKE ENERGY CORPORATION 1,604 1,616
CHEVRON CORP 13,879 12,529
CHIMERA INVT CORP 1,327 679
CHINA CONSTRUCT UNSPON ADR 7,260 5,971
CHINA GAS HOLDINGS LTD 440 454
CHINA MENGNIU DAIRY COMPANY AD 428 401
CHINA MERCHANTS BANK 1,224 921
CHUGAI PHARMACEUTICAL CO., LTD 2,805 2,658
CIGNA CORPORATION 12,368 14,673
CISCO SYSTEMS INC 17,161 16,419
CLICKS GROUP LIMITED 525 532
CLIFFS NATURAL RESOURCES INC. 504 796
COCA COLA FEMSA SA 486 946
COLOPLAST AS ADR 3,565 2,571
COMCAST CORP 22,494 17,935
COMMERCIAL METALS 650 1,101
COMPAGNIE FINANCIERE RICHEMONT 5,499 7,273
COMPANHIA ENERG DE ADR 306 457
COMPANHIA PARANAENSE DE ENERGI 462 729
COMPANHIA PARANAENSE DE ENERGI 107 169
COMPANHIA SIDER ADS 951 1,214
COMPASS GROUP PLC ADR 7,098 8,927
CONOCOPHILLIPS 4,572 10,330
CONSOLIDATED EDISON INC 8,041 9,370
CONVATEC GROUP PLC UNSP ADR 1,621 1,985
COTY INC 843 1,292
CRESUD S.A.C.I.F. Y A. - AMERI 327 559
CROWN CASTLE INTL 9,118 7,948
CSL LTD 5,127 4,761
CUSHMAN & WAKEFIELD PLC 1,073 670
CVS CAREMARK CORP 12,276 12,792
CYRELA BRAZIL RLTY S A EMPREEN 2,640 3,007
DAIICHI SANKYO CO LTD SPONSORE 3,846 3,774
DAIKIN INDS LTD ADR 7,267 5,676
DAIWA HOUSE IND LTD 5,036 4,794
DANAHER CORP 9,170 9,022
DASSAULT SYS SA SPN ADR 6,911 7,353
DELL TECHNOLOGIES INC CLASS C 5,017 7,727
DENSO CORP ADR 5,753 5,198
DEUTSCHE POST AG 3,319 2,824
DEUTSCHE TELE AG ADS 6,978 7,022
DIAMONDROCK HOSP CO 1,735 1,756
DIDI GLOBAL INC 763 758
DOORDASH ORD SHS CLASS A 5,241 7,120
DOUGLAS EMMETT INC 1,532 682
DOVER CORP 4,903 5,383
DRDGOLD LTD SPON ADR EACH REP 784 596
DRIL QUIP INC 1,072 977
E.L.F. BEAUTY, INC. 718 1,299
EAST JAPAN RAILWAY C 4,587 4,235
EASTGROUP PROPERTIES INC 2,523 2,753
ECOLAB INC 10,233 9,918
ECOPETROL SA 1,675 1,335
EDP-ELECTRICIDADE DE PORTUGAL 2,933 3,230
EDWARDS LIFESCIENCES 24,828 22,646
ELASTIC NV 1,557 1,916
ELECTRONIC ARTS 31,600 31,193
ELEKTA B SHS ADR 3,770 2,893
ELEVANCE HEALTH INC 9,730 12,261
ELI LILLY & CO 9,149 14,573
ENEL SOCIETA PER AZI 8,606 6,145
ENGIE BRASIL ENERGIA S A 423 448
EQUINOR ASA 2,998 4,778
EQUITY RESIDENTIAL PPTYS TR 6,003 4,342
ESTEE LAUDER COMPANIES INC 26,267 11,846
ETSY INC 5,423 7,213
EUROBANK ERGASIAS SERVICES 531 1,128
EVERCOMMERCE, INC. 417 452
EVERSOURCE ENERGYINC 7,466 6,234
EVERTEC INC 1,518 1,515
EXACT SCIENCES CORPORATION 1,274 1,406
EXELIXIS, INC. 1,811 1,847
EXPEDITORS INTL WASH INC 6,011 6,869
EXPERIAN GROUP LTD S/ADR 7,416 8,026
EXPONENT, INC 972 880
EXXON MOBIL CORP 12,207 21,496
FABRINET INC 449 952
FAST RETAILING CO LT 7,553 6,724
FOMENTO ECONOMICO MEXICANO 647 1,043
FORESTAR REAL ESTATE GROUP INC 1,132 1,455
FORTESCUE METALS G ADR EA REPR 4,118 4,983
FORTIVE CORPORATION 5,336 5,596
FORWARD AIR CORP 1,291 754
FOX CORP CL A 15,373 11,868
FOX CORP CL B 12,958 10,590
FRANKLIN ELECTRIC CO., INC 1,057 1,063
FRONTDOOR INC 1,762 1,233
FTI CONSULTING INC 1,464 1,593
GALP ENERGIA 2,508 3,182
GAP INC 1,656 1,066
GEELY AUTOMBL HL UNSP ADR 1,479 965
GENERAL MILLS INC 19,350 18,695
GENMAB A/S SPON 4,210 4,171
GENTHERM INC 1,599 995
GILEAD SCIENCES INC 13,084 15,878
GINKGO BIOWORKS HOLDINGS 656 524
GIVAUDAN SA UNSP/ADR 9,445 9,720
GLACIER BANCORP INC 1,673 1,157
GOLD FIELDS LTD ADS 1,064 1,229
GOLDMAN SACHS GROUP 13,632 14,659
GRAINGER W W INC 10,105 20,717
GROUP 1 AUTOMOTIVE INC 986 1,828
GROUPE DANONE ADS 2,997 2,888
GRUPO AEROPORTUARIO 545 883
GRUPO AEROPORTUARIO DEL ADR 812 1,051
GRUPO AEROPORTUARIO DEL CENTRO 483 762
GRUPO FIN ADR 2,414 3,816
GSK PLC 3,614 3,632
GUARDANT HEALTH INC 1,761 1,055
HAIER SMART HOME ADR 787 665
HANNON ARMSTRONG SUST INFRAST 2,195 1,186
HANNOVER RUCKVISCG SP/ADR 6,498 8,249
HANOVER INS GROUP 641 607
HDFC BANK LTD ADR 6,894 6,711
HELLO GROUP INC 816 681
HELMERICH PAYNE 790 797
HENDERSON GROUP PLC 4,384 3,708
HENDERSON LAND DEV COMP LTD AD 2,542 2,257
HENKEL KGAA PFD SHS ADR 6,346 4,300
HERMES INTL 10 ADR 9,269 13,819
HEWLETT PACKARD ENTERPRISE CO 5,749 7,641
HITACHI LTD 3,144 4,771
HOME DEPOT INC 7,830 8,317
HOPE BANCORP INC 1,482 1,160
HORACE MANN EDUCATOR 1,438 1,112
HOST HOTELS & RESORTS INC 2,336 2,726
HOWARD HUGHES CORP 1,492 1,540
HP INC 16,833 14,895
HSBC HOLDINGS PLC 7,952 10,662
HUYA INC 1,176 461
HYATT HOTELS CORP 824 1,174
IAC INTERACTIVE CORP 1,120 1,362
ICICI BK LTD ADS 3,330 4,053
IHEARTMEDIA INC 417 497
INDUSTRIAL & COM UNSP/ADR 4,873 3,567
INFOSYS TECH LTD SPD ADR 1,727 1,287
ING GROUP N V SPONSORED ADR 6,470 7,600
INNOSPEC INC 1,238 1,479
INSIGHT ENTERPRISES, INC 2,311 3,544
INSMED INC COM DE 1,449 1,828
INSPIRE MEDICAL SYSTEMS 1,591 1,424
INTEL CORP 11,169 8,643
INTER PARFUMS INC 649 1,296
INTERNATIONAL BUSINESS MACHINE 4,041 4,907
INTERPUBLIC GROUP OF COS 2,334 2,154
INTUIT 16,472 21,251
IQVIA HOLDINGS INC 7,217 6,710
IROBOT CORPORATION 607 426
IRONWOOD PHARMACEUTICALS INC 988 892
ITAU UNIBANCO HOLDING S.A 3,203 4,260
ITOCHU CORP ADR OTC 2,003 2,606
ITRON INC 1,345 1,208
ITV PLC SHS 3,131 2,241
J SAINSBURY 4,437 8,489
JD.COM, INC 9,068 3,756
JINKOSOLAR HOLDING CO LTD 412 296
JOHN BEAN TECH CORP 1,350 995
JOHNSON CONTROLS INTERNATIONAL 7,013 6,802
JONES LANG LASALLE 2,371 2,833
JP MORGAN CHASE 36,126 40,144
KB HOME 820 1,187
KDDI CP UNSP ADR 5,952 5,938
KE HOLDINGS INC. 1,873 1,799
KERING UNSPON ADR EA REPR 0.1 11,946 7,698
KLABIN S/A ADR FEE 914 1,030
KOITO MANUFACTURING 3,073 2,806
KOMATSU LTD 5,730 4,777
KONICA MINOLTA HOLDINGS 1,796 1,637
KOOKMIN BANK 1,994 1,738
KORN FERRY INTL 1,515 1,365
KROTON EDUCACIONAL ADR 701 664
KUMBA IRON ADR 1,386 1,306
KURARAY CO LTD 1,674 2,250
L'OREAL ADR 17,621 21,473
LCI INDUSTRIES 1,295 1,131
LEAR CORP 1,138 1,130
LEGRAND INC 2,940 3,056
LENNOX INTL INC 1,123 2,238
LENOVO GROUP LTD ADR 16,260 19,243
LEXINGTON REALTY TRUST 1,862 1,587
LI NING CO 4,513 3,620
LIBERTY MEDIA CORPORATION - SE 1,107 1,507
LIBERTY MEDIA CORPORATION - SE 1,927 2,525
LINCOLN NATIONAL CORP 3,557 1,456
LINDSAY CORP 1,634 1,292
LITHIA MOTORS INC CL A 2,239 1,976
LLOYDS BANKING GROUP PLC 8,665 8,733
LOCALIZA RENT A CAR SA 1,123 1,374
LOJAS RENNER ADR 798 487
LONGFOR PROPERTIES UNSP ADR 842 458
LOWES COMPANIES INC 6,842 7,344
LTC PROPERTIES INC 1,221 899
MADDEN STEVEN LTD 1,225 1,302
MAGNITE INC 641 738
MAGYAR TAVKOZLES ADS 442 1,098
MALAYAN BANKING BERHAD 672 716
MANPOWER GROUP INC 2,561 1,828
MARATHON DIGITAL HOLDINGS INC 400 1,057
MATCH GROUP INC 15,267 16,462
MAZDA MOTOR CORP 2,403 3,139
MCCORMICK & CO 7,122 4,995
MCDONALD'S CORP 12,332 15,715
MEDTRONIC PLC 33,619 22,078
MEITUAN DIANPING UNSPONSORED A 9,029 4,685
MERCEDES-BENZ GROUP 7,984 7,758
MERCK & CO INC 18,599 27,582
MERIT MEDICAL SYSTEMS, INC. 1,172 1,443
MERITAGE CORPORATION 1,219 2,090
METLIFE INC 8,738 9,192
MICROCHIP TECHNOLOGY INC 62,468 78,637
MICRON TECHNOLOGY 24,956 33,795
MICROSOFT CORP 82,843 115,819
MILLERKNOLL LLC 967 694
MITSUBISHI ELEC UNSP/ADR 3,745 3,407
MITSUBISHI UFJ FINANCIAL GROUP 9,107 14,999
MIZUHO FINANCIAL GRO 6,190 7,300
MOBILE TELSYS OJSC 630 413
MONOLITHIC POWER SYSTEMS, INC 29,625 46,047
MONSTER BEVERAGE CORP 17,276 19,645
MOODYS CORP 27,864 33,979
MORGAN STANLEY 13,453 16,039
MORNINGSTAR, INC 1,735 2,004
MR PRICE GROUP LTD 890 553
MUENCHENER RUECKVERS 9,630 13,081
NASDAQ OMX GROUP 24,744 23,430
NASPERS LTD N SPONS ADR 6,224 4,864
NATERA INC 876 1,190
NATIONAL AUSTRALIA BK LTD 5,074 5,710
NATIONAL GRID TRANSCO PLC 2,553 2,788
NEOGEN CORPORATION 2,804 1,247
NESTLE S.A 20,314 19,195
NETEASE.COM INC COM STK 4,809 4,565
NETFLIX INC 24,560 21,910
NEUROCRINE BIOSCIENCES, INC 1,150 1,581
NEW ORIENTAL ED & TECHNOLOGY G 518 1,832
NEWMONT GOLDCORP CORPORATION 8,143 5,215
NIDEC CORPORATION ADR 3,176 3,480
NIKE INC-CL B 20,873 16,828
NINTENDO CO LTD ADR UNSPON 5,658 4,936
NIO INC 4,381 1,968
NIPPON STEEL ADR 1,165 1,754
NN GROUP N.V. 10,551 8,192
NOKIA 2,885 2,052
NORDEA BANK ABP 11,043 13,468
NORSK HYDRO ASA 2,104 1,870
NORTHWEST BANCSHARES INC 2,295 2,097
NORWEGIAN CRUISE LINE HOLDINGS 1,439 1,242
NOVARTIS AG ADR 18,370 20,699
NOVO NORDISK A S 16,484 25,552
NOVOCURE LTD 3,444 672
NUTANIX INC 417 1,335
NVIDIA CORP 41,395 84,683
OLD NATIONAL BANCORP 926 811
OLYMPUS CORP S/ADR 6,759 5,931
OMNICELL, INC 2,502 677
OMNICOM GROUP 11,842 12,890
ORANGE 5,333 4,881
ORKLA ASA SPON ADR 3,862 3,042
ORMAT TECHNOLOGIES 1,298 1,440
ORSTED A S 4,522 2,728
OTIS WORLDWIDE CORP 17,886 21,115
OVINTIV INC 1,636 1,362
PACIFIC PREMIER BANCORP INC 1,460 990
PACKAGING CORP AMER 10,578 11,404
PAGERDUTY ORD SHS 1,637 1,204
PALO ALTO NETWORKS INC 7,767 18,577
PANASONIC CORP 2,825 3,877
PAYCHEX 37,358 40,259
PAYPAL HOLDINGS, INC 36,726 8,352
PEARSON PLC 2,072 2,446
PEPSICO INC 18,548 21,909
PETROBRAS DISTRIBUIDORA UNSPON 1,897 2,377
PETROLEO BRASILEIRO 550 830
PETROLEO BRASILEIRO SP PREF AD 1,623 1,986
PFIZER INC 9,541 7,111
PHILLIPS 66 3,701 6,258
PIMCO FUNDS FOREIGN BOND FUND 143,865 132,608
PINDUODUO INC 6,487 7,169
PING AN INSURANCE GROUP ADR 5,714 2,922
PIPER JAFFRAY COS COM 2,065 2,973
POSCO 1,186 1,427
PPG INDUSTRIES INC 5,406 4,786
PRIVIA HEALTH GROUP INC 736 392
PROGRESS SOFTWARE CORP 1,317 1,575
PROGRESSIVE CORP OHIO 6,053 6,212
PROLOGIS 34,235 31,992
PROS HOLDINGS INC 1,243 1,047
PROSUS NV ADR 7,280 7,051
PRUDENTIAL FINCL INC 9,778 10,267
PT BANK RAKYAT ADR 3,687 4,159
PT TELEKOM. IND. TBK ADR 512 567
PTC INC 2,315 2,974
QUAKER CHEMICAL CORP 1,229 1,067
QUALYS INC COM 955 1,767
RAKUTEN SP ADR 4,895 2,618
RANDSTAD HOLDING 7,961 6,504
REALTY INCOME CORP 22,134 25,150
RECKITT BENCKISER GROUP 7,310 5,359
RECRUIT HOLDINGS CO 10,436 9,552
REINSURANCE GROUP AMER INC 2,174 2,588
RELX PLC 10,302 14,833
RENAISSANCERE HOLDINGS LTD 1,268 1,176
RENESAS ELECTRONICS CORP 2,717 3,496
REPLIGEN CORP 2,022 1,438
REPSOL YPF S A ADR 6,491 7,024
REXEL SA ADR 1,976 2,829
RICOH CO LTD 1,875 1,895
ROBERT HALF INTL INC 2,351 1,934
ROBINHOOD 1,114 1,376
ROCHE HOLDING LTD ADR 23,541 19,492
ROCKWELL AUTOMATION INC 6,381 7,452
RYDER SYSTEM 661 920
S&P GLOBAL INC COM 21,426 25,110
SANTEN PHARMACEUTICA 3,265 2,965
SAP AKTIENGESELL ADS 14,719 17,778
SAREPTA THERAPEUTICS INC 854 1,061
SBA COMMUNICATIONS CORP 5,392 5,327
SCANSOURCE INC 900 1,188
SCHLUMBERGER LTD 4,429 8,743
SCHNEIDER ELEC UNSP/ADR 13,633 17,460
SECOM CO LTD ADR OTC 3,216 2,721
SEKISUI HOUSE LTD 5,194 5,326
SELECT MEDICAL 1,547 1,011
SEMPRA ENERGY COM 4,278 4,633
SENTINELONE INC 941 933
SERVISFIRST BANCSHARES INC 684 733
SEVERN TRENT PLC 2,099 1,814
SHERWIN-WILLIAMS CO 5,191 7,486
SHINHAN FINL GROUP CO LTD 1,367 1,262
SHISEIDO CO LTD 7,516 3,995
SHOCKWAVE MEDICAL ORD SHS 1,028 953
SIEMENS AG 11,310 14,405
SIEMENS HEALTHINEERS AG 1,975 2,156
SIKA AG BEARER SHS 4,451 6,134
SIMPLICITY BANCORP INC 1,180 1,188
SIMPSON MANUFACTURING CO INC 1,362 2,376
SIMS METAL MGMT LTD 2,545 3,178
SINOPHARM GROUP CO 1,186 1,175
SIRIUSPOINT 313 789
SOCIETE GENERLE FRNCE ADR 5,552 5,526
SODEXHO ALLIANCE SA SP ADR 2,614 3,507
SOFI TECHNOLOGIES ORD SHS 964 1,403
SOFTBANK CP UNSP ADR 2,712 3,105
SONOSITE, INC. 1,109 823
SONOVA HOLDING AG AD 3,579 4,050
SONY GROUP CORP 13,757 11,742
STANDARD BANK GROUP SPON ADR 1,241 1,433
STARBUCKS CORP COM 10,581 8,641
STATE STREET CORPORATION 6,159 5,887
STEELECASE INC 712 771
STIFEL FINANCIAL CP 2,472 2,904
STMICROELECTRONICS 4,182 3,960
STORA ENSO OYJ 8,574 6,158
STRAUMANN HLDG 2,562 2,335
SUBARU CORPORATION 2,821 2,593
SUMITOMO MITSUI TR HOLDINGS SP 4,712 5,060
SUMMIT HOTEL PROPERTIES, INC 1,552 1,391
SUNNOVA ENERGY INTERNATIONAL O 1,011 686
SUNNY OPTICAL TECHNOLOGY GROUP 377 272
SUNPOWER CORP 1,842 855
SUPER MICRO COMPUTER INC 708 853
SUPERNUS PHARMACEUTICALS INC 944 868
SUZANO SA 1,426 1,465
SVENSKA HANDELSBK UNS ADR 7,541 7,131
SWISS RE LTD ADR 4,315 6,191
SWISSCOM AG S/ADR 9,908 11,434
SYMRISE AG UNSPONSORED 4,408 3,714
SYSCO CORP 10,488 9,507
SYSMEX CORP UNSP ASDR 4,054 2,165
T-MOBILE US INC 9,591 11,223
TAIWAN SEMICONDUCTOR MFG CO LT 25,784 33,384
TAKEDA PHARMACEUTICAL COMPANY 5,545 4,638
TAL EDUCATION GROUP 999 1,389
TARGA RESOURCES CORP 1,437 1,998
TARGET CORPORATION 8,134 5,554
TELADOC INC 1,266 840
TELEFONICA BRASIL, S.A 994 1,444
TELEFONICA S A ADR 5,546 4,742
TENCENT HOLDINGS LIMITED 23,548 20,331
TENCENT MUSIC ENTERTAINMENT GR 992 1,171
TENNANT CO 1,370 1,576
TERUMO CORP 2,106 2,577
TESCO PLC S ADR 4,926 4,821
TESLA MOTORS INC 66,688 64,356
THE BLACKSTONE GROUP INC CL A 10,579 15,187
THE COCA-COLA CO 20,193 22,217
THE HERSHEY COMPANY 12,398 10,814
TIM SA 475 794
TIMKEN CO COM 1,881 2,084
TOKYO ELECTRON LTD 8,933 10,483
TOTALENERGIES SE 10,073 14,487
TOYOTA MTR CORP 16,530 18,521
TRANSUNION COM USD0.01 12,337 10,994
TRAVELERS COMPANIES INC 9,014 11,048
TRI POINTE HOMES INC COM 696 1,027
TRIP COM GROUP ADR 1,671 1,692
TUYA INC. ADS 434 430
UCB UNSP ADR 1,731 1,657
UFP INDUSTRIES 1,417 2,134
ULTRAPAR PARTICIP 416 829
UMICORE SA 2,070 2,411
UNIFIRST CP 2,324 2,012
UNILEVER PLC AMER 8,996 7,854
UNITED PARCEL SERVICE 10,774 9,434
UNITED UTILITS ADR 3,073 3,212
UNITEDHEALTH GROUP INC 21,380 27,903
UNIVERSAL DISPLAY CORP 1,348 1,721
UNIVERSAL MUSIC GROUP 1,727 1,986
UNUM CORP 1,464 1,357
US FOODS HOLDING CORPORATION 1,561 1,816
VALEO SA SPONS ADR 3,522 2,074
VALVOLINE INC 1,828 2,368
VANGUARD SHORT-TERM FEDERAL FD 91,820 85,678
VEOLIA ENVIRONN ADS 2,524 2,620
VERACYTE INC 1,307 1,183
VERISK ANALYTICS, INC 26,044 29,858
VERIZON COMMUNICATIONS 45,556 29,481
VERTEX PHARMCTLS INC 8,153 15,055
VERTIV CL A 1,015 1,297
VESTAS WIND SYS UNSP/ADR 8,015 6,294
VIAVI SOLUTIONS INC 1,906 1,158
VIPSHOP HOLDINGS LTD 1,659 1,048
VIRTUS INVESTMENT PTNRS, INC 1,379 1,451
VISA INC 47,721 54,934
VIVENDI SA 8,090 6,984
VODACOM GROUP LIMITE 1,123 833
VOLVO AS-A ADR 3,790 4,203
WACOAL CORP ADR 1,872 2,370
WAL-MART DE MEX V SP/ADR 4,881 5,657
WALGREENS BOOTS ALLIANCE 14,309 6,945
WALKER & DUNLOP INC 1,448 1,443
WALT DISNEY HOLDINGS CO 24,295 11,738
WATTS WATER TECHNOLOGIES INC 1,937 2,708
WEATHERFORD INTL 917 978
WEICHAI POWER CO LTD 419 637
WEST JAPAN RAILWAY C 2,731 2,958
WESTERN UNION CO 411 286
WESTINGHOUSE AIR BRAKE TECHNOL 10,824 14,847
WESTROCK COMPANY 1,354 1,578
WILLIAMS SONOMA INC 1,281 1,614
WIPRO LTD SPON ADR 885 496
WISDOMTREE 1,368 1,483
WOLFSPEED INC 1,236 566
WOLVERINE WORLDWIDE 1,755 391
WORLEY PARSONS LTD 2,091 2,973
WPP PLC 2,637 1,855
WUXI BIOLOGICS INC ADR 4,035 969
WYNDHAM HOTELS & RESORTS INC C 2,900 3,136
XENIA HOTELS AND RESORTS INC 1,320 953
XYLEM INC 12,962 14,867
YASKAWA ELEC CORP 2,352 2,978
YUM BRANDS INC 6,603 7,317
ZAI LABORATORY 2,045 492
ZURICH INS GROU ADR 13,473 16,261

TY 2023 InvestmentsGovtObligationsSch
Name:
The Bergman Foundation
EIN:
84-3220929
US Government Securities - End of Year Book Value:

242,532
US Government Securities - End of Year Fair Market Value:

233,488
State & Local Government Securities - End of Year Book Value:


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


 


TY 2023 OtherExpensesSchedule
Name:
The Bergman Foundation
EIN:
84-3220929
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Administrative Fees 17,290     17,290
Bank Charges 2,407 2,407    
Digital Subscriptions 430     430
INSURANCE 15     15
Office Supplies 685     685
Postage/Delivery Service 1,066     1,066
Social Media/Advertising Expen 3,291     3,291
State or Local Filing Fees 25     25
Website Hosting/Support 597     597
PRINTING SERVICES 240     240


TY 2023 OtherIncomeSchedule2
Name:
The Bergman Foundation
EIN:
84-3220929
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
State Tax Refund 126    
BOOK SALE PROCEEDS 875   875


TY 2023 OtherProfessionalFeesSchedule
Name:
The Bergman Foundation
EIN:
84-3220929
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment Management Services 12,158 12,158    
EDIT/SCREEN/REVIEW FOR PRIZE 48,110   875 47,235
Website Development 338     338


TY 2023 TaxesSchedule
Name:
The Bergman Foundation
EIN:
84-3220929
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
990-PF Estimated Tax for 2023 1,000      
990-PF Extension for 2022 200      
Foreign Tax Paid 7,094 7,094