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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
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$4,961,009J 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) 1,150
2 Check right arrow.............
3 Interest on savings and temporary cash investments 1,518 1,518  
4 Dividends and interest from securities... 110,329 110,329  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 206,670
b Gross sales price for all assets on line 6a 1,816,021
7 Capital gain net income (from Part IV, line 2)... 249,515
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
12,565   12,373
12 Total. Add lines 1 through 11........ 332,232 361,362 12,373
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 35,833     35,833
14 Other employee salaries and wages...... 16,354     16,354
15 Pension plans, employee benefits....... 15,013     15,013
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
144 0 0 144
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
92,111 12,367 12,373 67,371
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
8,498 5,898    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 600     600
21 Travel, conferences, and meetings....... 12,551     12,551
22 Printing and publications.......... 30,689     30,689
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
50,822 2,751   48,071
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 262,615 21,016 12,373 226,626
25 Contributions, gifts, grants paid....... 112,238 112,238
26 Total expenses and disbursements. Add lines 24 and 25 374,853 21,016 12,373 338,864
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -42,621
b Net investment income (if negative, enter -0-) 340,346
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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......... 79,122 212,303 212,303
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) 242,532 Click to see attachment
List of Attached Documents:
// Content
212,621 		205,941
b Investments—corporate stock (attach schedule)....... 4,007,073 Click to see attachment
List of Attached Documents:
// Content
3,777,299 		4,310,737
c Investments—corporate bonds (attach schedule)....... 156,124 Click to see attachment
List of Attached Documents:
// Content
240,007 		232,028
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) 4,484,851 4,442,230 4,961,009
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 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 4,484,851 4,442,230
29 Total net assets or fund balances (see instructions)..... 4,484,851 4,442,230
30 Total liabilities and net assets/fund balances (see instructions). 4,484,851 4,442,230
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
4,484,851
2
Enter amount from Part I, line 27a .....................
2
-42,621
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
4,442,230
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
4,442,230
Form 990-PF (2024)
Form 990-PF (2024)
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 1,816,021   1,566,506 249,515
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       249,515
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 2 249,515
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 4,731
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 4,731
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 4,731
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 2,231
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 2,600
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 4,831
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 10 100
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow100 Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
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 2024 or the taxable year beginning in 2024? 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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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 		35,833 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Elise Bergman Dir, Treas
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Elliot Bergman Dir, Pres
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Natalie Bergman Dir, VP
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
 
Total number of other employees paid over $50,000...................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
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: A PRIZE OF $10,000 WILL BE AWARDED FOR A FIRST OR SECOND BOOK OF POETRY, WITH BOOK PUBLICATION, STANDARD CONTRACT, NATIONAL DISTRIBUTION, AND ADVERTISING 146,738
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 (2024)
Form 990-PF (2024)
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
4,810,396
b
Average of monthly cash balances.......................
1b
124,114
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
4,934,510
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
4,934,510
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
74,018
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
4,860,492
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
243,025
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
243,025
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
4,731
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
4,731
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
238,294
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
238,294
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
238,294
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
338,864
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
338,864
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 238,294
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 189,402
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 338,864
a Applied to 2023, but not more than line 2a 189,402
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 2024 distributable amount..... 149,462
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024.    
(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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		88,832
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 2019 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024.... 0
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
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 2,500

ARTS OF LIFE

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

ASSOCIATION OF WRITERS & WRITING

440 MONTICELLO AVE STE 1
NORFOLK,VA23510 		N/A PC General & Unrestricted 870

GRACE CHICAGO CHURCH

PO BOX A3092
CHICAGO,IL60690 		N/A PC General & Unrestricted 50,000

INTONATION MUSIC WORKSHOP

4434 S LAKE PARK AVE STE 110
CHICAGO,IL60653 		N/A PC General & Unrestricted 2,500

MARWEN FOUNDATION

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

NATIONAL BOOK FOUNDATION INC

90 BROAD ST STE 604
NEW YORK,NY10004 		N/A PC General & Unrestricted 405

NOVO MISSION INC

1240 N LAKEVIEW AVE
ANAHEIM,CA92807 		N/A PC General & Unrestricted 5,000

PILOT LIGHT

2825 W 5TH AVE
CHICAGO,IL60612 		N/A PC General & Unrestricted 2,500

POETRY SOCIETY OF AMERICA

15 GRAMERCY PARK S
NEW YORK,NY10003 		N/A PC General & Unrestricted 60

POETS HOUSE INC

10 RIVER TER
NEW YORK,NY10282 		N/A PC General & Unrestricted 600

SHED NYC INC

545 W 30TH ST
NEW YORK,NY10001 		N/A PC In Support of "Dad Rock" 5,000

TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW

622 WEST 113TH ST MC4523
NEW YORK,NY10025 		N/A PC General & Unrestricted 225

UNITING VOICES

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

A DEFEO

801 WOODWARD AVE
RIDGEWOOD,NY11385 		NONE I BERGMAN PRIZE 2,578

A ESCOBAR

71 WEST 109TH STREET
APT 2B
NEW YORK,NY10025 		NONE I BERGMAN PRIZE 10,000
Total .................................right arrow 3a 112,238
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
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 1,518  
4 Dividends and interest from securities ....     14 110,329  
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 ............ 		    18 206,670  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aBOOK SALE PROCEEDS 		        12,373
bSTATE TAX REFUND     01 192  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   318,709 12,373
13Total. Add line 12, columns (b), (d), and (e)..................
13
331,082
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

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TY 2024 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 2024 InvestmentsCorpBondsSchedule
Name:
The Bergman Foundation
EIN:
84-3220929
Name of Bond End of Year Book Value End of Year Fair Market Value
ABBVIE INC - 3.200% - 11/21/20 4,808 4,640
ALEXANDRIA REAL ESTATE - 4.900 2,051 1,969
AMERICAN ELEC PWR INC SER J NO 4,013 3,907
AMERICAN EXPRESS CO NOTE - 4.9 7,577 7,806
AMERICAN HONDA FIN - 4.900% - 4,091 4,008
AMERICAN TOWER CORP - 3.375% - 1,967 1,954
AMGEN INC NOTE - 5.150% - 03/0 4,125 4,029
ANTHEM INC NOTE - 3.650% - 12/ 4,948 4,868
AON CORP - 2.800% - 05/15/2030 3,631 3,564
BANK AMERICA CORP - 5.288% - 0 4,870 4,966
BANK MONTREAL MEDIUM - 4.650% 4,051 3,923
BRISTOL-MYERS SQUIBB CO - 4.90 4,152 4,018
CALIFORNIA HEAL - 2.129% - 06/ 13,180 12,784
CALIFORNIA ST PU - 5.910% - 11 10,962 10,521
CANADIAN PAC RY CO - 1.750% - 1,909 1,894
CITIGROUP INC - 3.200% - 10/21 10,845 9,727
CNH INDUSTRIAL CAPOTAL LLC - 5 2,093 2,029
COMCAST - 1.950% - 01/15/2031 4,620 4,183
CVS CAREMARK CORP NOTE - 4.300 4,002 3,875
DTE ENERGY CO - 4.950% - 07/01 4,079 4,015
ENBRIDGE INC - 6.000% - 11/15/ 3,190 3,106
EXELON CORP - 3.400% - 04/15/2 1,979 1,967
GOLDMAN SACHS - 3.814% - 04/23 4,913 4,810
JOHN DEERE CAPITAL CORPORATION 7,328 6,988
JP MORGAN CHASE - 2.956% - 05/ 10,497 8,946
LOCKHEED MARTIN - 3.900% - 06/ 4,737 4,646
LOWES COS INC NOTE CALL MAKE W 4,069 3,924
MICHIGAN ST HSG - 4.062% - 06/ 10,000 9,820
MORGAN STANLEY SER I MTN - 6.3 4,459 4,233
NSTAR ELEC CO BOND CALL MAKE W 6,862 6,765
PNC FINL SVCS GROUP INC - 4.75 4,023 3,994
REALTY INCOME CORP - 4.850% - 3,089 2,981
ROYAL BK - 6.000% - 11/01/2027 4,235 4,131
SAN JOSE CALIF - 1.461% - 06/0 9,394 9,317
SIMON PROPERTY GROUP LP NOTE - 4,383 4,253
STATE STR CORP NOTE - 5.272% - 4,096 4,039
TEXAS WTR DEV BR - 3.920% - 10 14,999 14,573
THE BANK OF NOVA SCOTIA - 5.35 4,103 4,052
THERMO FISHER SCIENTIFIC INC - 4,116 4,029
TOTALENERGIES CAP SA - 4.720% 4,066 3,848
TRUIST FINANCIAL CORP SER G - 4,053 3,980
UNITED HEALTH GROUP - 4.900% - 4,161 3,977
VERIZON COMMS - 4.329% - 09/21 4,019 3,925
WASTE MANAGEMENT - 4.950% - 07 4,114 4,042
WILLIS NORTH AMER - 5.350% - 0 3,108 2,981
ZOETIS INC NOTE - 5.400% - 11/ 4,040 4,021

TY 2024 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 1,220
AAC TEC HOLDINGS ADR 1,919 2,147
ABB LTD 7,745 7,251
ABBOTT LABS 7,421 8,483
ABBVIE INC 14,402 23,634
ABIOMED INC CONTRA TEX PAYOUT    
ACCENTURE PLC 19,207 23,570
ACUITY BRANDS INC 986 1,461
ADECCO S.A. UNSP/ADR 7,774 4,607
ADIDAS AG 2,854 4,140
ADOBE SYSTEMS, INC 19,692 29,349
ADVANCED DRAINAGE SYSTEMS INC 844 1,156
ADVANCED MICRO DEVICES INC 19,131 12,804
ADVANTEST CORP - ADR 2,363 3,015
AEGON N V ORD AMER REG 4,654 5,919
AENA SME S.A. ADR 3,036 4,062
AFFIRM HOLDINGS INC CL A 705 1,157
AFLAC INC 5,750 11,172
AGCO CP 1,657 1,215
AGILENT TECHNOLOGIES INC 11,930 11,956
AIA GROUP LTD ADR 9,619 5,850
AIR LEASE CORP 1,955 1,832
AIRBNB 9,084 10,250
AIRBUS GROUP 6,661 6,732
AKBANK TURK ANONIM SIRKETI ADR 493 744
AKZO NOBEL NV-ADR 10,955 8,199
ALARM.COM HOLDINGS INC 1,802 1,155
ALCOA INC 916 945
ALFA LAVAL AB 2,629 3,156
ALLIANT CORP 5,359 5,737
ALLIANZ SE 18,668 20,767
ALLY FINANCIAL INC 1,404 1,440
ALSTOM 4,938 3,867
AMADEUS IT HLDS SA 4,699 4,726
AMAZON COM 69,904 90,607
AMERICAN CAPITAL AGENCY CORP 2,191 1,262
AMERICAN EXPRESS CO 14,326 28,492
AMERICAN WATER WORKS COMPANY I 5,109 3,984
AMERIPRISE FINANCIAL INC 7,919 17,038
AMGEN INC 16,156 16,420
AMN HEALTHCARE SERVICES INC 908 383
ANGLO AM PLC ADR 5,331 4,160
ANTA SPORTS PRODUC UNSP ADR EA 2,221 993
ANTERO RESOURCES CORPORATION 974 1,227
APA CORPORATION 1,177 924
API GROUP CORPORATION 1,419 2,122
APPLE INC 108,910 161,520
APPLIED IDNS TECH 1,110 1,916
APPLOVIN CORP 486 2,267
ARAMARK 1,693 2,388
ARCELIK A S UNSP ADR 694 783
ARM HOLDING PLS SPON ADS 2,129 1,850
ARROW ELECTRONICS INC 1,783 1,697
ASAHI KAISAI CP ADR 3,828 2,471
ASBURY AUTOMOTIVE GR 913 1,215
ASML HOLDING NV NY REG SHS 21,085 20,792
ASTELLAS PHARMA INC 5,537 3,536
ASTRAZENECA 14,863 15,921
AT HOME CORP 2,793 2,725
AT&T, INC 13,679 13,639
ATLAS COPCO AB A SHS ADR 6,971 6,370
ATLAS COPCO AB B SHS ADR 5,378 6,079
ATMOS ENERGY CORP 1,438 1,811
AUTODESK, INC 14,756 14,483
AUTOMATIC DATA PROCESSING INC 14,832 20,784
AVALONBAY CMNTYS INC 5,312 6,159
AVIENT 1,975 1,839
AVIVA PLC 6,040 6,003
AVNET INC 1,851 2,197
AXA ADS 14,097 16,580
AXON ENTERPRISE 1,476 2,972
B3 S.A 994 728
BAKER HUGHES COMPANY 9,952 15,259
BALCHEM CORP 1,638 2,119
BALL CP 8,013 5,899
BANCO BRADESCO S.A. SPONS ADR 3,803 1,969
BANCO BRADESCO SA SPONSORED AD 2,332 1,271
BANCO DE CHILE ADS 923 862
BANCO DO BRASIL S A SPONSORED 1,364 1,604
BANCO SANTANDER BRASIL 2,321 1,392
BANCO SANTANDER CEN 7,578 8,623
BANCO SANTANDER CHIL ADR 2,394 1,999
BANCOLOMBIA SA 1,796 1,670
BANK NEW YORK MELLON CORP COM 7,482 12,523
BANK OF AMERICA CORP 14,684 16,525
BAOZUN INC 1,727 1,420
BARRATT DEVEL 4,180 2,413
BATH & BODY WORKS, INC 1,041 969
BELITE BIO INC 510 631
BELLRING BRANDS, INC 758 1,055
BERKLEY W R CP 8,892 11,821
BIDVEST GROUP LTD (ADR) 475 473
BILIBILI INC. 2,223 561
BIO RAD LABS INC CL A 1,372 1,314
BIONTECH SE ADR 2,072 1,937
BJ'S WHLSL CLUB INC 775 1,430
BLACKROCK INC 22,721 28,703
BLUE OWL CAPITAL 1,197 2,256
BNP PARIBAS SPONS ADR 10,221 10,745
BOOZ ALLEN HAMILTON HOLDING CO 1,306 1,673
BOSTON SCIENTIFIC 9,583 20,990
BP PLC SPONSORED ADR 8,095 8,572
BRADY CP CL A 1,274 1,846
BRAMBLES LTD UNSP AD 4,274 6,232
BRISTOL-MYERS SQUIBB CO 15,859 13,744
BRITISH LAND CO S/ADR 2,866 1,806
BROADCOM INC 37,510 54,945
BROADRIDGE FINANCIAL 7,023 7,687
BRUNSWICK CORP 1,920 1,229
BUILDERS FIRST SOURCE INC 1,464 1,001
BUNZL PLC SPONSORED ADR 4,305 5,065
BYD CO LTD UNSP/ADR 1,228 1,291
C3.AI INC 519 792
CADELER 2,199 1,853
CAMDEN PPTY TR 1,576 1,741
CAP GEMINI SA UNSP/ADR 6,723 5,875
CARDINAL HEALTH INC 5,195 12,655
CARLISLE COS INC 1,279 2,213
CARLYLE GROUP 1,347 1,919
CARMAX INC 1,358 1,553
CARREFOUR S.A 1,904 1,496
CARRIER GLOBAL 5,812 7,782
CARVANA CO. 350 813
CBRE GROUP 8,443 13,523
CELSIUS HLDGS INC 1,292 632
CENCORA INC 19,802 33,927
CENTRAL JAPAN RY CO ADR 6,726 4,647
CENTRAL PUERTO ADR 680 1,130
CENTRICA 4,617 4,128
CHEVRON CORP 10,998 9,704
CHINA CONSTRUCT UNSPON ADR 6,473 8,357
CHINA GAS HOLDINGS LTD 440 410
CHINA MERCHANTS BANK 1,224 1,338
CHINA RESOURCES ENTERPRISE LTD 535 392
CHUGAI PHARMACEUTICAL CO., LTD 2,805 3,140
CIGNA CORPORATION 12,368 13,531
CISCO SYSTEMS INC 5,861 6,571
CLICKS GROUP LIMITED 862 989
CLIFFS NATURAL RESOURCES INC. 504 367
CMS ENERGY CP 5,190 6,132
COGNEX CORPORATION 1,109 1,040
COLOPLAST AS ADR 3,565 2,422
COMCAST CORP 28,167 20,679
COMMERCIAL METALS 650 1,091
COMPAGNIE FINANCIERE RICHEMONT 5,499 8,015
COMPANHIA PARANAENSE DE ENERGI 462 510
COMPASS GROUP PLC ADR 6,037 9,170
COMPUTERSHARE LTD ADR 2,512 3,085
CONOCOPHILLIPS 4,572 8,826
CONSOLIDATED EDISON INC 8,041 9,191
CONSTELLATION ENERGY GROUP INC 4,847 5,593
COPART INC 4,932 5,337
COSAN ADR REPRESENTING 1,201 566
COTY INC 843 724
CRESUD S.A.C.I.F. Y A. - AMERI 170 745
CROWN CASTLE INTL 9,118 6,262
CSL LTD 5,127 4,290
CUSHMAN & WAKEFIELD PLC 1,073 811
CVS CAREMARK CORP 9,624 5,701
DAIICHI SANKYO CO LTD SPONSORE 3,846 3,766
DAIWA HOUSE IND LTD 5,036 4,881
DANAHER CORP 6,708 6,427
DASSAULT SYS SA SPN ADR 6,911 5,166
DECKERS OUTDOOR CORPORATION 1,902 2,437
DELL TECHNOLOGIES INC CLASS C 5,017 11,639
DENSO CORP ADR 3,339 2,784
DEUTSCHE TELE AG ADS 6,251 7,433
DIAMONDROCK HOSP CO 792 840
DIDI GLOBAL INC 763 877
DOORDASH ORD SHS CLASS A 5,241 12,078
DOUGLAS EMMETT INC 1,532 872
DOUYU INTERNATIONAL HOLDINGS A 531 572
DOVER CORP 4,903 6,566
DRAFTKINGS INC 1,142 1,116
DRDGOLD LTD SPON ADR EACH REP 2,544 2,563
DYNATRACE 1,337 1,359
EASTGROUP PROPERTIES INC 1,682 1,605
ECOLAB INC 10,233 11,716
EDP-ELECTRICIDADE DE PORTUGAL 2,933 2,060
EDWARDS LIFESCIENCES 10,435 9,476
EHANG HOLDINGS LTD 528 394
ELASTIC NV 641 991
ELECTRONIC ARTS 27,941 29,553
ELEKTA B SHS ADR 3,770 2,009
ELEVANCE HEALTH INC 15,876 14,018
ELI LILLY & CO 17,654 27,020
ENEL SOCIETA PER AZI 5,499 3,759
ENGIE BRASIL ENERGIA S A 2,139 1,580
ENTEGRIS INC 1,244 1,090
EQUINOR ASA 1,589 1,895
EQUITY RESIDENTIAL PPTYS TR 6,003 5,095
ESTEE LAUDER COMPANIES INC 26,267 6,073
EUROBANK ERGASIAS SERVICES 531 1,482
EVERSOURCE ENERGYINC 7,466 5,800
EVERTEC INC 1,518 1,278
EXACT SCIENCES CORPORATION 1,274 1,068
EXELIXIS, INC. 1,223 1,732
EXPAND ENERGY CORP 1,333 1,692
EXPEDITORS INTL WASH INC 6,011 5,982
EXPERIAN GROUP LTD S/ADR 6,437 7,307
EXPONENT, INC 972 891
EXXON MOBIL CORP 9,936 18,825
FAST RETAILING CO LT 4,399 5,365
FOMENTO ECONOMICO MEXICANO 647 684
FORTESCUE METALS G ADR EA REPR 4,118 2,863
FORTIVE CORPORATION 5,336 5,700
FRANKLIN ELECTRIC CO., INC 1,057 1,072
FRONTDOOR INC 1,762 1,913
FTI CONSULTING INC 1,129 1,147
GAMING AND LEISURE PROPERTIES, 1,941 1,830
GEELY AUTOMBL HL UNSP ADR 1,479 1,656
GENERAL MILLS INC 19,350 18,302
GENMAB A/S SPON 4,210 2,734
GENTHERM INC 1,599 759
GILEAD SCIENCES INC 10,881 15,056
GIVAUDAN SA UNSP/ADR 7,599 8,272
GLACIER BANCORP INC 1,673 1,406
GOLDMAN SACHS GROUP 11,839 18,896
GRAINGER W W INC 13,555 26,351
GREEK ORG FOOTBALL 775 688
GROUP 1 AUTOMOTIVE INC 821 2,107
GROUPE DANONE ADS 2,997 2,986
GRUPO AEROPORTUARIO DEL ADR 812 1,050
GRUPO AEROPORTUARIO DEL CENTRO 483 618
GRUPO FIN ADR 2,015 2,022
GSK PLC 3,614 3,314
GSX TECHEDU INC 556 280
HAIER SMART HOME ADR 787 826
HALEON PLC 4,826 5,400
HANNON ARMSTRONG SUST INFRAST 777 483
HANNOVER RUCKVISCG SP/ADR 6,498 8,600
HANOVER INS GROUP 641 773
HDFC BANK LTD ADR 6,250 5,811
HELLO GROUP INC 816 756
HENDERSON GROUP PLC 1,202 1,999
HENDERSON LAND DEV COMP LTD AD 2,542 2,127
HENKEL KGAA PFD SHS ADR 6,346 4,682
HERMES INTL 10 ADR 8,544 14,342
HEWLETT PACKARD ENTERPRISE CO 26,648 34,630
HITACHI LTD 3,144 8,161
HOME DEPOT INC 13,205 14,782
HON HAI PRECISION S/GDR 863 823
HOPE BANCORP INC 1,482 1,180
HORACE MANN EDUCATOR 1,438 1,334
HOST HOTELS & RESORTS INC 879 981
HOWARD HUGHES CORP 1,730 1,692
HP INC 5,373 5,156
HSBC HOLDINGS PLC 12,479 17,113
HUYA INC 1,176 387
IAC INTERACTIVE CORP 1,120 1,122
ICICI BK LTD ADS 2,963 4,360
INDUSTRIAL & COM UNSP/ADR 4,214 4,250
INFORMA PLC SPONSORED ADR 4,858 4,675
INFOSYS TECH LTD SPD ADR 529 504
ING GROUP N V SPONSORED ADR 6,470 7,929
INNOSPEC INC 1,238 1,321
INSIGHT ENTERPRISES, INC 1,447 1,673
INSMED INC COM DE 356 1,450
INSPIRE MEDICAL SYSTEMS 682 556
INSULET CORPORATION 690 1,044
INTER PARFUMS INC 649 1,184
INTERNATIONAL BUSINESS MACHINE 4,041 6,595
INTERPUBLIC GROUP OF COS 1,698 1,345
INTUIT 21,383 20,741
IQVIA HOLDINGS INC 7,217 5,699
ITAU UNIBANCO HOLDING S.A 2,760 2,599
ITOCHU CORP ADR OTC 2,003 3,154
ITV PLC SHS 3,131 2,523
J SAINSBURY 3,282 5,697
JD.COM, INC 7,366 3,744
JERONIMO MARTINS 2,228 2,285
JINKOSOLAR HOLDING CO LTD 509 473
JOHN BEAN TECH CORP 1,350 1,271
JOHNSON CONTROLS INTERNATIONAL 7,013 9,314
JOHNSON MATTHEY PLC 2,641 2,151
JONES LANG LASALLE 625 1,266
JP MORGAN CHASE 30,921 48,420
KB HOME 647 986
KE HOLDINGS INC. 1,560 1,768
KERING UNSPON ADR EA REPR 0.1 11,946 4,286
KLABIN S/A ADR FEE 914 916
KNIFE RIVER HOLDING COMPANY 910 1,423
KOITO MANUFACTURING 3,073 2,288
KOMATSU LTD 5,730 5,027
KOOKMIN BANK 522 626
KORN FERRY INTL 1,515 1,551
KROTON EDUCACIONAL ADR 1,168 578
KURARAY CO LTD 1,674 3,178
L'OREAL ADR 20,045 18,095
LEAR CORP 1,138 758
LEGEND BIOTECH CORP 1,246 716
LEGRAND INC 2,940 2,839
LENNOX INTL INC 1,291 2,437
LENOVO GROUP LTD ADR 10,632 12,051
LEXINGTON REALTY TRUST 1,862 1,299
LI NING CO 3,383 2,487
LIBERTY MEDIA CORPORATION - SE 838 1,597
LIBERTY MEDIA CORPORATION - SE 1,323 2,131
LINCOLN NATIONAL CORP 2,715 1,300
LINDE PLC COM 12,176 12,560
LINDSAY CORP 1,634 1,183
LITHIA MOTORS INC CL A 1,851 1,787
LLOYDS BANKING GROUP PLC 7,508 8,612
LOCALIZA RENT A CAR SA 1,123 582
LOGITECH INTERNATIONAL 1,896 1,729
LOMA NEGRA CO SA ADR 806 1,266
LONGFOR PROPERTIES UNSP ADR 842 367
LOUISIANA PACIFIC CP 674 828
LOWES COMPANIES INC 6,842 8,144
LTC PROPERTIES INC 1,221 967
LULULEMON ATHLETICA INC 19,559 16,826
LVMH MOET HENN UNSP 14,857 13,853
LYFT INC 545 400
MADDEN STEVEN LTD 1,225 1,318
MALAYAN BANKING BERHAD 1,101 1,053
MANPOWER GROUP INC 2,561 1,328
MATCH GROUP INC 919 818
MCCORMICK & CO 7,122 5,566
MCDONALD'S CORP 12,332 15,364
MCKESSON CORP 28,147 33,055
MEDTRONIC PLC 33,619 21,408
MEITUAN DIANPING UNSPONSORED A 5,904 6,598
MERCEDES-BENZ GROUP 9,241 7,366
MERCK & CO INC 11,248 15,220
MERIT MEDICAL SYSTEMS, INC. 802 1,257
MERITAGE CORPORATION 1,024 1,538
METLIFE INC 6,475 8,434
MICROCHIP TECHNOLOGY INC 55,152 39,571
MICRON TECHNOLOGY 12,308 16,580
MICROSOFT CORP 57,337 88,514
MICROSTRATEGY INCORPORATED 935 1,448
MILLERKNOLL LLC 967 587
MITSUBISHI ELEC UNSP/ADR 3,745 4,100
MITSUBISHI UFJ FINANCIAL GROUP 5,782 13,290
MIZUHO FINANCIAL GRO 6,190 10,377
MOBILE TELSYS OJSC 630 413
MONOLITHIC POWER SYSTEMS, INC 37,577 33,135
MONSTER BEVERAGE CORP 21,332 22,338
MOODYS CORP 23,065 34,083
MORGAN STANLEY 11,341 18,229
MORNINGSTAR, INC 1,254 1,684
MUENCHENER RUECKVERS 11,855 16,393
NASDAQ OMX GROUP 11,403 13,761
NASPERS LTD N SPONS ADR 5,872 6,139
NATERA INC 409 1,583
NATIONAL AUSTRALIA BK LTD 5,074 6,269
NATIONAL GRID TRANSCO PLC 2,553 2,436
NEOGEN CORPORATION 2,804 753
NESTLE S.A 20,901 15,196
NETEASE.COM INC COM STK 4,168 3,836
NETFLIX INC 28,544 43,674
NEUROCRINE BIOSCIENCES, INC 1,150 1,638
NEW ORIENTAL ED & TECHNOLOGY G 290 899
NIDEC CORPORATION ADR 3,176 3,077
NIKE INC-CL B 20,873 11,729
NINTENDO CO LTD ADR UNSPON 8,500 8,617
NIPPON STEEL ADR 1,165 1,587
NIU TECHNOLOGIES ADR 582 569
NN GROUP N.V. 6,102 5,242
NOKIA 2,885 2,658
NORDEA BANK ABP 10,063 10,814
NORTHWEST BANCSHARES INC 1,640 1,609
NORTHWESTERN CORP 1,725 1,818
NORWEGIAN CRUISE LINE HOLDINGS 928 1,132
NOVARTIS AG ADR 22,588 23,062
NOVO NORDISK A S 24,429 23,742
NOVOCURE LTD 3,444 1,341
NUTANIX INC 283 1,162
NVIDIA CORP 33,153 138,855
OLD NATIONAL BANCORP 926 1,042
OLYMPUS CORP 2,678 2,158
OMNICELL, INC 2,502 801
OMNICOM GROUP 16,967 17,208
ORKLA ASA SPON ADR 3,862 3,386
ORMAT TECHNOLOGIES 1,298 1,287
ORSTED A S 4,522 2,210
OTIS WORLDWIDE CORP 17,886 21,856
OVINTIV INC 1,214 932
PACIFIC PREMIER BANCORP INC 1,460 847
PACKAGING CORP AMER 7,858 11,707
PAGERDUTY ORD SHS 1,637 950
PALO ALTO NETWORKS INC 6,658 19,652
PARAMOUNT GLOBAL ORD SHS CLASS 492 481
PAYCHEX 32,052 40,663
PAYPAL HOLDINGS, INC 27,004 8,535
PEARSON PLC 2,072 3,208
PEPSICO INC 18,548 19,616
PETROBRAS DISTRIBUIDORA UNSPON 1,897 1,436
PHILLIPS 66 3,701 5,355
PIMCO FUNDS FOREIGN BOND FUND 155,830 146,038
PINDUODUO INC 5,638 4,171
PING AN INSURANCE GROUP ADR 3,729 2,782
PINTEREST INC 18,524 14,471
PIPER JAFFRAY COS COM 663 1,500
PPG INDUSTRIES INC 5,406 3,822
PRIVIA HEALTH GROUP INC 1,159 743
PROCTER GAMBLE CO 5,240 5,197
PROGRESS SOFTWARE CORP 954 1,368
PROGRESSIVE CORP OHIO 6,053 9,345
PROLOGIS 24,874 18,498
PROSUS NV ADR 4,760 6,209
PRUDENTIAL FINCL INC 7,210 8,653
PT BANK RAKYAT ADR 3,687 2,815
PT BK MANDIR PRS UNSP/ADR 2,846 2,537
PTC INC 1,518 2,023
PUBLICIS GROUPE S.A 2,987 2,865
PURE STORAGE INC 1,259 1,290
QUAKER CHEMICAL CORP 1,560 985
QUALYS INC COM 743 982
QUANTUMSCAPE CORP 825 623
RANDSTAD HOLDING 7,961 4,348
RAYONIER INC 2,531 2,088
REALTY INCOME CORP 17,840 20,189
RECKITT BENCKISER GROUP 7,310 4,688
RECRUIT HOLDINGS CO 7,311 11,581
REDDIT, INC 498 1,144
REGAL REXNORD CORP 984 931
REINSURANCE GROUP AMER INC 1,511 2,350
RELX PLC 12,531 17,487
RENAISSANCERE HOLDINGS LTD 845 995
REPLIGEN CORP 2,022 1,152
REPSOL YPF S A ADR 4,460 3,757
REXEL SA ADR 1,976 2,604
RICOH CO LTD 1,875 2,836
RIGHTMOVE PLC ADR 3,641 4,003
RIVIAN AUTOMOTIVE INC CL A 748 718
RLX TECHNOLOGY INC 466 482
ROBERT HALF INTL INC 2,160 1,691
ROBINHOOD 410 1,602
ROCHE HOLDING LTD ADR 24,935 20,788
ROCKWELL AUTOMATION INC 6,381 6,859
ROKU INC 602 669
ROLLS ROYCE GRP PLC S/ADR 2,890 3,145
RYDER SYSTEM 661 1,255
S&P GLOBAL INC COM 19,171 25,400
SAGE GROUP PLC UNS/ADR 2,250 2,672
SANDOZ GROUP AG 3,303 2,997
SANOFI-AVENTIS SPONSORED ADR 5,179 4,437
SANTEN PHARMACEUTICA 1,732 1,903
SAP AKTIENGESELL ADS 18,303 29,791
SAPPI LTD SPONSORED ADR 512 525
SAREPTA THERAPEUTICS INC 516 973
SBA COMMUNICATIONS CORP 5,392 4,280
SCANSOURCE INC 900 1,424
SCHLUMBERGER LTD 4,429 6,441
SCHNEIDER ELEC UNSP/ADR 13,177 18,416
SCHRODINGER INC 802 559
SECOM CO LTD ADR OTC 3,216 2,548
SEKISUI HOUSE LTD 4,263 4,710
SELECT MEDICAL 984 811
SENTINELONE INC 941 755
SERVISFIRST BANCSHARES INC 684 932
SHERWIN-WILLIAMS CO 5,191 8,158
SHIN-ETSU CHEMICAL C 5,076 3,816
SHINHAN FINL GROUP CO LTD 1,755 1,644
SHISEIDO CO LTD 7,516 2,354
SIEMENS AG 12,576 16,146
SIEMENS HEALTHINEERS AG 1,975 1,947
SIKA AG BEARER SHS 4,451 4,435
SILICON MOTION TECHNOLOGY CORP 622 541
SIMPLICITY BANCORP INC 1,180 1,169
SIMPSON MANUFACTURING CO INC 1,147 1,658
SIMS METAL MGMT LTD 2,545 2,320
SINOPHARM GROUP CO 1,186 1,221
SOCIETE GENERLE FRNCE ADR 5,552 5,814
SODEXHO ALLIANCE SA SP ADR 2,614 2,584
SOFI TECHNOLOGIES ORD SHS 706 1,540
SOFTBANK CP UNSP ADR 2,712 4,064
SOHU.COM INC. 676 580
SONOSITE, INC. 1,109 722
SONOVA HOLDING AG AD 3,579 4,032
SONY GROUP CORP 11,982 11,426
STARBUCKS CORP COM 10,581 8,213
STEELECASE INC 712 674
STIFEL FINANCIAL CP 1,622 2,546
STORA ENSO OYJ 8,574 4,493
STRAUMANN HLDG 2,562 1,805
SUBARU CORPORATION 2,821 2,571
SUMITOMO MITSUI FINCL GRP 8,409 9,650
SUNNOVA ENERGY INTERNATIONAL O 1,444 292
SUPERNUS PHARMACEUTICALS INC 944 1,085
SUZANO SA 1,007 1,002
SVENSKA HANDELSBK UNS ADR 7,541 6,750
SWISS RE LTD ADR 4,315 7,939
SWISSCOM AG S/ADR 8,708 9,356
SYMRISE AG UNSPONSORED 4,408 3,565
SYSCO CORP 7,745 7,340
SYSMEX CORP UNSP ASDR 5,317 3,378
TAIWAN SEMICONDUCTOR MFG CO LT 42,655 61,616
TAKE-TWO INTERACTIVE SOFTWARE 23,764 29,637
TAKEDA PHARMACEUTICAL COMPANY 5,545 4,303
TAL EDUCATION GROUP 365 651
TARGA RESOURCES CORP 1,293 3,035
TARGET CORPORATION 8,134 5,272
TECHNIP ENERGIES SPONSORED ADR 4,261 4,565
TECHNIPFMC PLC 1,329 1,476
TELADOC INC 1,266 355
TELEFONICA BRASIL, S.A 971 997
TENCENT HOLDINGS LIMITED 17,511 21,963
TENCENT MUSIC ENTERTAINMENT GR 992 1,476
TENET HEALTHCARE CORP 1,369 1,136
TENNANT CO 1,370 1,386
TERNIUM S.A. ADS 2,143 1,541
TERUMO CORP 2,106 3,081
TESCO PLC S ADR 3,855 4,725
TESLA MOTORS INC 60,084 104,190
THE BLACKSTONE GROUP INC CL A 9,211 17,414
THE COCA-COLA CO 17,836 20,733
THE HERSHEY COMPANY 12,398 9,822
TIM SA 1,677 1,152
TIMKEN CO COM 1,545 1,570
TOKIO MARINE HOLDINGS INC 7,389 7,960
TOKYO ELECTRON LTD 7,343 7,323
TOTALENERGIES SE 11,912 12,917
TOYOTA MTR CORP 19,450 22,769
TRANSUNION COM USD0.01 9,543 12,145
TRAVELERS COMPANIES INC 6,993 10,840
TREND MICRO INCORPORATED ADS 2,617 2,539
TRI POINTE HOMES INC COM 696 1,052
TRIP COM GROUP ADR 2,138 3,776
UCB UNSP ADR 1,731 3,756
UFP INDUSTRIES 1,175 1,577
ULTRAPAR PARTICIP 1,737 860
UMICORE SA 4,413 2,755
UNIFIRST CP 1,867 1,540
UNILEVER PLC AMER 8,016 8,222
UNITED PARCEL SERVICE 6,644 4,666
UNITED UTILITS ADR 3,073 3,078
UNIVERSAL DISPLAY CORP 1,348 1,316
UNIVERSAL MUSIC GROUP 1,727 1,774
UNUM CORP 1,025 1,534
US FOODS HOLDING CORPORATION 1,093 1,889
VALEO SA SPONS ADR 3,522 1,268
VALVOLINE INC 1,118 1,339
VANGUARD SHORT-TERM FEDERAL FD 103,154 97,756
VEOLIA ENVIRONN ADS 2,524 2,332
VERACYTE INC 783 1,188
VERISK ANALYTICS, INC 23,456 30,573
VERIZON COMMUNICATIONS 41,186 28,273
VERTEX PHARMCTLS INC 8,153 14,900
VERTIV CL A 4,027 6,589
VESTAS WIND SYS UNSP/ADR 8,015 2,718
VIAVI SOLUTIONS INC 1,906 1,162
VIPSHOP HOLDINGS LTD 1,659 795
VIRTUS INVESTMENT PTNRS, INC 1,379 1,323
VISA INC 36,187 50,565
VISTA OIL & GASS AB DEC V SPON 2,760 3,517
VIVENDI SA 6,857 3,631
VOLVO AS-A ADR 3,790 3,912
WACOAL CORP ADR 1,872 3,439
WAL-MART DE MEX V SP/ADR 1,522 1,003
WALKER & DUNLOP INC 1,448 1,264
WALT DISNEY HOLDINGS CO 33,690 26,167
WATTS WATER TECHNOLOGIES INC 2,086 2,643
WEATHERFORD INTL 917 716
WEG SA BRAZIL SPONSORED ADR 593 716
WEIBO CORPORATION 586 630
WEST JAPAN RAILWAY C 2,731 2,487
WESTINGHOUSE AIR BRAKE TECHNOL 6,335 12,703
WILLIAMS SONOMA INC 1,041 2,407
WISDOMTREE 1,159 1,911
WORLEY PARSONS LTD 2,091 2,112
WPP PLC 2,637 2,005
WYNDHAM HOTELS & RESORTS INC C 1,660 2,318
XENIA HOTELS AND RESORTS INC 1,320 1,040
XYLEM INC 10,469 12,414
YASKAWA ELEC CORP 2,352 1,834
YOUDAO 1 ADR 689 910
YUM BRANDS INC 6,603 7,513
ZAI LABORATORY 2,045 471
ZURICH INS GROU ADR 18,633 22,624

TY 2024 InvestmentsGovtObligationsSch
Name:
The Bergman Foundation
EIN:
84-3220929
US Government Securities - End of Year Book Value:

189,276
US Government Securities - End of Year Fair Market Value:

183,335
State & Local Government Securities - End of Year Book Value:


23,345
State & Local Government Securities - End of Year Fair Market Value:


22,606


TY 2024 LegalFeesSchedule
Name:
The Bergman Foundation
EIN:
84-3220929
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
General Consultations 144     144


TY 2024 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 31,287     31,287
Bank Charges 2,751 2,751    
Computers/Electronic Devices 1,504     1,504
Digital Subscriptions 2,903     2,903
Foundation Dues & Memberships 100     100
Insurance Premiums 3,287     3,287
Office Supplies 1,129     1,129
Payroll Processing Fees 219     219
Postage/Delivery Service 4,658     4,658
Social Media/Advertising Expen 2,000     2,000
State or Local Filing Fees 25     25
Storage Fee 200     200
Website Hosting/Support 300     300
PROCESSING FEES 459     459


TY 2024 OtherIncomeSchedule2
Name:
The Bergman Foundation
EIN:
84-3220929
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
BOOK SALE PROCEEDS 12,373   12,373
State Tax Refund 192    


TY 2024 OtherProfessionalFeesSchedule
Name:
The Bergman Foundation
EIN:
84-3220929
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment Management Services 12,367 12,367    
EDIT/SCREEN/REVIEW FOR PRIZE 70,494   12,373 58,121
DESIGN SERVICES 9,250     9,250


TY 2024 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 2024 2,100      
990-PF Extension for 2023 500      
Foreign Tax Paid 5,898 5,898