Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
Name of foundation
Bergen Family 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
Wilmington
State or province
DE
Country  
ZIP or foreign postal code
198091377
A Employer identification number

85-3247651
B Telephone number (see instructions)

8008391754
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$7,078,350J 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 .................
3 Interest on savings and temporary cash investments 28,867 28,867  
4 Dividends and interest from securities... 138,612 138,612  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 805,672
b Gross sales price for all assets on line 6a 5,265,571
7 Capital gain net income (from Part IV, line 2)... 805,672
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 973,151 973,151  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
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
27,670 27,670    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
2,885 485    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
25,445 126   25,319
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 56,000 28,281   25,319
25 Contributions, gifts, grants paid....... 300,800 300,800
26 Total expenses and disbursements. Add lines 24 and 25 ................ 356,800 28,281   326,119
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 616,351
b Net investment income (if negative, enter -0-) 944,870
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
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......... 349,569 864,609 864,609
3 Accounts receivable  
Less: allowance for doubtful accounts        
4 Pledges receivable  
Less: allowance for doubtful accounts        
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)  
Less: allowance for doubtful accounts        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 225,678    
b Investments—corporate stock (attach schedule)....... 5,431,538 Click to see attachment
List of Attached Documents:
// Content
5,249,083 		5,573,133
c Investments—corporate bonds (attach schedule)....... 52,342 Click to see attachment
List of Attached Documents:
// Content
640,000 		640,608
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 6,059,127 6,753,692 7,078,350
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 ) Click to see attachment
List of Attached Documents:
// Content
100,785 		Click to see attachment
List of Attached Documents:
// Content
178,999
23 Total liabilities (add lines 17 through 22)......... 100,785 178,999
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
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
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 5,958,342 6,574,693
29 Total net assets or fund balances (see instructions)..... 5,958,342 6,574,693
30 Total liabilities and net assets/fund balances (see instructions). 6,059,127 6,753,692
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
5,958,342
2
Enter amount from Part I, line 27a .....................
2
616,351
3
Other increases not included in line 2 (itemize)
3
 
4
Add lines 1, 2, and 3 ..........................
4
6,574,693
5
Decreases not included in line 2 (itemize)
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
6,574,693
Form 990-PF (2025)
Form 990-PF (2025)
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 5,265,571   4,459,899 805,672
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       805,672
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 2 805,672
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 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 13,134
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 13,134
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 13,134
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 2,675
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,675
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....... 9 10,459
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax   Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
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. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
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)
DE
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 2025 or the taxable year beginning in 2025? 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 address  
14
The books are in care ofFoundation Source Telephone no. (800) 839-1754

Located at501 Silverside Road Suite 123WilmingtonDE ZIP+4198091377
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
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)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........
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 2025? .............
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
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 .........
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
Lara Rice Bergen Dir, Sec, VP
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Stuart Bergen Dir, Pres, Treas
4.0 		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...................  
Form 990-PF (2025)
Form 990-PF (2025)
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  
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.........................  
Form 990-PF (2025)
Form 990-PF (2025)
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
6,066,434
b
Average of monthly cash balances.......................
1b
856,099
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
6,922,533
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
6,922,533
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
103,838
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
6,818,695
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
340,935
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
340,935
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
13,134
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
13,134
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
327,801
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
327,801
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
327,801
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, line 26, column (d) ..........
1a
326,119
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
326,119
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 327,801
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 321,538
b Total for prior years:2023, 2022, 2021  
3 Excess distributions carryover, if any, to 2025:
a From 2020......  
b From 2021......  
c From 2022......  
d From 2023......  
e From 2024......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2025 from Part
XI, line 4: $ 326,119
a Applied to 2024, but not more than line 2a 321,538
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 2025 distributable amount..... 4,581
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2025.    
(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 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		323,220
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 2020 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2021 ....  
b Excess from 2022 ....  
c Excess from 2023 ....  
d Excess from 2024 ....  
e Excess from 2025 .... 0
Form 990-PF (2025)
Form 990-PF (2025)
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 2025, enter the date of the ruling ......
 
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) 2025 (b) 2024 (c) 2023 (d) 2022
         
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, 3b, or 3c 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).)
Lara Rice Bergen
Stuart Bergen
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 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, 2b, 2c, and 2d. 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 (2025)
Form 990-PF (2025)
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

BROOKLYN BRIDGE PARK CONSERVANCY INC

334 FURMAN ST
BROOKLYN,NY11201 		N/A   General & Unrestricted 7,500

BROOKLYN COMMUNITY FOUNDATION

80 HANSON PL 5TH FL
BROOKLYN,NY11217 		N/A   General & Unrestricted 7,500

CITY LIMITS NEWS INC

8 W 126TH ST 3FL
NEW YORK,NY10027 		N/A   For CLARIFY program 10,000

COALITION FOR THE HOMELESS INC

129 FULTON ST
NEW YORK,NY10038 		N/A   General & Unrestricted 2,500

DUMBO DISTRICT MANAGEMENT ASSOCIATION INC

20 JAY ST STE 510
BROOKLYN,NY11201 		N/A   General & Unrestricted 5,000

FUND FOR THE CITY OF NEW YORK INC

121 SIXTH AVE
NEW YORK,NY10013 		N/A   Press Pass NYC 40,000

FUND FOR THE CITY OF NEW YORK INC

121 SIXTH AVE
NEW YORK,NY10013 		N/A   Press Pass NYC 80,000

HARMONY PROGRAM

244 W 54TH ST 3RD FL
NEW YORK,NY10019 		N/A   General & Unrestricted 2,500

MUSICARES FOUNDATION INC

3030 OLYMPIC BLVD
SANTA MONICA,CA90404 		N/A   General & Unrestricted 15,000

NATIONAL NETWORK OF ABORTION FUNDS

9450 SW GEMINI DR PMB 16009
BEAVERTON,OR97008 		N/A   General & Unrestricted 2,000

NAVIGATE THE MAZE TO ACHIEVEMENT

147 PRINCE ST STE 3-5
BROOKLYN,NY11201 		N/A   General & Unrestricted 3,800

NEW GARDEN FRIENDS SCHOOL INC

1128 NEW GARDEN RD
GREENSBORO,NC27410 		N/A   General & Unrestricted 2,500

NEW YORK CARES INC

39 BROADWAY 27TH FL
NEW YORK,NY10006 		N/A   General & Unrestricted 5,000

NOVA HOPE FOR HAITI INC

176 PALISADE AVE
EMERSON,NJ07630 		N/A   General & Unrestricted 1,500

NY COMMUNITY FRIDGE CORP

1760 2ND AVE APT 20F
NEW YORK,NY10128 		N/A   General & Unrestricted 40,000

PRESERVATION HALL FOUNDATION INC

726 SAINT PETER ST
NEW ORLEANS,LA70116 		N/A   General & Unrestricted 4,000

START LIGHTHOUSE

234 10TH AVE UNIT 20603
NEW YORK,NY10011 		N/A   General & Unrestricted 2,000

STUDENT PRESS LAW CENTER INC

1717 K ST NW STE 900
WASHINGTON,DC20006 		N/A   General & Unrestricted 5,000

SUNFLOWER NETWORK

99 JANE ST APT 1H
NEW YORK,NY10014 		N/A   General & Unrestricted 4,000

SURFRIDER FOUNDATION

PO BOX 73550
SAN CLEMENTE,CA92673 		N/A   Eastern Long Island Chapter 15,000

TERRA FIRMA NATIONAL INC

121 AVE OF THE AMERICAS FL 6
NEW YORK,NY10013 		N/A   General & Unrestricted 3,500

THE CHILDRENS AID SOCIETY

117 WEST 124TH ST 5TH FLOOR
NEW YORK,NY10027 		N/A   Next Generation Center 7,000

THE SISTERHOOD IS GLOBAL INSTITUTE INC

733 3RD AVE STE 1601
NEW YORK,NY10017 		N/A   Women's Equal Justice 2,000

TORREY PINES ASSOCIATION

PO BOX 3003
DEL MAR,CA92014 		N/A   General & Unrestricted 7,500

TRUSTEES OF PHILLIPS ACADEMY

180 MAIN ST
ANDOVER,MA01810 		N/A   General & Unrestricted 2,500

VINEGAR HILL FOOD PANTRY

196 WYCKOFF ST
BROOKLYN,NY11217 		N/A   General & Unrestricted 2,500

WNET

825 8TH AVENUE
NEW YORK,NY10019 		N/A   General & Unrestricted 5,000

WRITERS LAB INC

132 W 95TH ST UNIT 1
NEW YORK,NY10025 		N/A   General & Unrestricted 3,500

YOUTH COMMUNICATION NEW YORK CENTER INC

242 W 38TH ST 6TH FLOOR
NEW YORK,NY10018 		N/A   General & Unrestricted 2,500

YOUTH REPRESENT INC

11 PARK PLACE STE 1512
NEW YORK,NY10007 		N/A   General & Unrestricted 10,000
Total ................................. 3a 300,800
bApproved for future payment
Total ................................. 3b  
Form 990-PF (2025)
Form 990-PF (2025)
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 28,867  
4 Dividends and interest from securities ....     14 138,612  
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 ............ 		    18 805,672  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   973,151  
13Total. Add line 12, columns (b), (d), and (e)..................
13
973,151
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2025)
Form 990-PF (2025)
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


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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 2025 DepreciationSchedule
Name:
Bergen Family Foundation
EIN:
85-3247651
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 2025 InvestmentsCorpBondsSchedule
Name:
Bergen Family Foundation
EIN:
85-3247651
Name of Bond End of Year Book Value End of Year Fair Market Value
BANK OF NOVA SCOTIA - 11.500% 160,000 160,240
BBVA GLOBAL SECURITIES - 12.14 160,000 158,528
CITIGROUP GLOBAL MARKETS - 11. 160,000 162,400
MORGAN STANLEY FINANCE - 11.45 160,000 159,440

TY 2025 InvestmentsCorpStockSchedule
Name:
Bergen Family Foundation
EIN:
85-3247651
Name of Stock End of Year Book Value End of Year Fair Market Value
3M CO 6,297 6,564
ABBOTT LABS 3,505 3,258
ABBVIE INC 7,354 11,653
ACUSHNET HOLDINGS CORP 2,595 2,874
ADDUS HOMECARE CORP 3,570 3,436
ADVANCED ENERGY IND INC 6,380 10,259
ADVANCED MICRO DEVICES INC 12,988 12,850
AEROVIRONMENT, INC. 2,520 1,935
AGREE REALTY CORP 2,617 2,521
ALAMO GP INC 3,260 2,686
ALIBABA GROUP HOLDING LTD 16,751 17,296
ALLEGION PLC 4,672 5,254
ALLEGRO MICROSYSTEMS ORD SHS 2,189 2,137
ALLSTATE CORP 4,832 4,787
ALNYLAM PHARMACEUTICALS, INC 3,001 2,784
ALPHABET INC CL C 36,792 58,994
AMAZON COM 38,952 44,317
AMBARELLA INC 1,132 1,275
AMERICAN EXPRESS CO 8,681 10,729
AMN HEALTHCARE SERVICES INC 1,392 977
AMPHENOL CORPORATION 3,265 4,595
ANTERO RESOURCES CORPORATION 2,568 2,240
AON PLC CL A 7,320 7,058
API GROUP CORPORATION 5,092 6,313
APOLLO GLOBAL MANAGEMENT, INC 6,180 6,659
APPLE INC 28,287 42,682
APPLIED IDNS TECH 2,338 2,568
APPLIED MATERIALS INC 5,781 8,995
APPLOVIN CORP 9,923 15,498
ARISTA NETWORKS 2,562 3,800
ASML HOLDING NV NY REG SHS 8,170 9,629
ASSURANT INC 3,357 4,094
ASTRAZENECA PLC SP ADR 4,088 5,424
ATLANTIC UNION BANKSHARES CORP 6,248 7,307
AUTONATION INC 2,637 2,891
AUTOZONE INC 3,876 3,392
AZENTA INC 1,503 1,696
BALCHEM CORP 3,352 3,067
BENCHMARK ELECTRS INC 2,569 2,950
BERKSHIRE HATHAWAY INC. CLASS 2,051 2,011
BIO RAD LABS INC CL A 2,381 3,030
BJ'S WHLSL CLUB INC 5,878 4,592
BLACKBAUD INC 2,614 2,596
BLUE OWL CAPITAL 3,716 2,913
BOOKING HOLDINGS INC 16,076 16,066
BOOT BARN HOLDINGS, INC 2,876 3,176
BRIGHT HORIZONS FAMILY SOLUTIO 3,793 3,143
BROADCOM INC 16,762 48,800
BURLINGTON STORES, INC 4,466 4,910
C H ROBINSON WORLDWIDE INC 3,599 5,787
C T S CP 1,956 1,972
CADENCE DESIGN SYSTEMS INC 4,795 4,689
CANADIAN NATURAL RESOURCES LTD 2,499 2,776
CARETRUST REIT, INC 1,381 1,700
CARVANA CO. 4,045 4,642
CASS INFORMATION SYSTEMS, INC 1,893 1,827
CAVCO INDS INC DEL 5,096 5,907
CELEBRATE INTERNATIONAL HOLDIN 3,024 3,424
CELESTICA INC. SV 1,634 2,365
CENCORA INC 8,767 10,133
CENOVUS ENERGY INC 2,695 3,384
CENTERPOINT ENERGY 5,495 5,598
CHARLES SCHWAB CORP 8,926 9,991
CHENIERE ENERGY INC 698 583
CHESAPEAKE UTILITIES CORP 2,622 2,620
CHURCHILL DOWNS INC 3,203 3,755
CIENA CORP 9,401 21,048
CLOUDFLARE, INC. 12,176 11,632
COCA COLA EUROPEAN PARTNERS PL 3,543 3,628
COGNEX CORPORATION 2,396 2,878
COHU INC 2,159 2,792
COINBASE GLOBAL 9,178 5,880
COMFORT SYSTEMS USA INC 2,795 5,600
CONCENTRA GROUP HOLDINGS 2,168 1,929
CONMED CORPORATION 2,117 1,868
CONOCOPHILLIPS 6,947 7,208
CORPAY INC 5,579 4,815
CREDO TECHNOLOGY GROUP HOLDLIN 8,609 15,540
CRH PLC 10,234 12,979
CRINETICS PHARMACEUTICALS INC 1,891 1,862
CROWDSTRIKE HOLDINGS, INC 9,474 9,844
CSW INDUSTRIALS INC 3,192 2,935
CULLEN FROST BANKERS INC 3,180 3,166
CUMMINS INC 4,517 6,636
D R HORTON 2,163 2,449
DATADOG INC 3,159 3,672
DEERE CO 2,119 1,862
DELL TECHNOLOGIES INC CLASS C 6,150 6,672
DIAMONDBACK ENERGY INC 7,361 7,967
DIODES 2,685 2,812
DOORDASH ORD SHS CLASS A 8,169 9,059
DORMAN PRODUCTS INC 6,517 6,283
EAGLE MATERIALS INC 3,658 3,514
EASTGROUP PROPERTIES INC 2,518 2,672
ECHOSTAR HOLDING CORPORATION 2,496 3,261
ELEMENT SOLUTIONS INC 3,332 3,873
ELI LILLY & CO 11,434 11,821
EMERSON ELECTRIC CO 2,765 3,318
ENERSYS 1,977 2,935
ENOVIS CORPORATION 3,086 2,318
ENPRO INDUSTRIES INC 3,858 4,497
ENTEGRIS INC 3,034 3,370
ENTERGY CORP 4,899 5,453
EPLUS, INC 2,004 2,368
ESCO TECH INC 4,596 4,885
EXLSERVICE HOLDINGS INC 3,055 2,801
FABRINET INC 1,752 1,821
FEDERAL SIGNAL CORP 3,459 4,018
FEDEX CORPORATION 5,458 6,644
FIGMA INC 6,461 4,223
FIRST ENERGY CORP 8,081 8,417
FIRST SOLAR INC 4,213 4,441
FLEXTRONICS INTERNATIONAL 3,805 5,498
FRANKLIN ELECTRIC CO., INC 2,145 2,293
FREEPORT-MCMORAN COPPER & GOLD 3,821 4,012
GALLAGHER ARTHUR J & CO 3,584 2,847
GATES INDUSTRIAL CORPORATION P 4,319 4,401
GE VERNOVA 8,090 8,496
GEN DYNAMICS CP 5,905 7,070
GENERAL ELECTRIC CO 6,728 7,701
GENTHERM INC 1,475 2,000
GILEAD SCIENCES INC 10,580 11,169
GLACIER BANCORP INC 2,495 2,599
GLOBUS MEDICAL INC 2,867 4,191
GOLDMAN SACHS GROUP 12,002 16,701
GRAND CANYON EDUCATION, INC 3,639 3,160
GROUP 1 AUTOMOTIVE INC 3,444 3,146
HALOZYME THERAPEUTICS, INC 2,151 2,692
HAMILTON LANE INC 2,357 2,283
HEALTHPEAK PROPERTIES, INC 1,785 1,688
HIMS & HERS HEALTH, INC 2,918 1,753
HOME DEPOT INC 4,624 4,129
HONEYWELL INTL 8,350 9,755
HUBBELL INCORPORATED 5,371 5,773
HUBSPOT INC 11,483 8,026
HUNTINGTON BANCSHARES INC 7,275 7,842
ICF INTERNATIONAL, INC 3,098 2,986
IDACORP INC HLDG CO 6,734 7,214
INSMED INC COM DE 6,771 12,879
INTEGER HOLDINGS CORP 8,422 5,569
INTER PARFUMS INC 2,416 1,697
INTERCONTINENTAL EXCHANGE, INC 7,779 7,612
INTERNATIONAL BUSINESS MACHINE 7,480 8,294
INTUIT 16,120 15,898
INTUITIVE SURGICAL 1,675 1,699
IONIS PHARMACEUTICALS INC 2,555 2,690
IQVIA HOLDINGS INC 5,778 6,762
ISHARES CORE MSCI EAFE ETF 191,791 221,949
ISHARES CORE US VALUE 259,896 392,830
ITT INC 5,227 5,899
JABIL CIRCUIT INC 3,261 4,104
JACOBS SOLUTIONS INC 4,130 4,239
JAZZ PHARMACEUTICALS INC 3,079 4,760
JOHNSON & JOHNSON 5,200 5,795
JP MORGAN CHASE 22,004 26,744
JPMORGAN EQUITY PREMIUM INCO 153,198 157,124
JPMORGAN NASDAQ EQUITY PREMIUM 101,569 112,753
KAISER ALUMINUM CORPORATION 2,821 4,480
KEYSIGHT TECHNOLOGIES INC 4,396 5,486
KFORCE INC 2,736 2,010
KINROSS GOLD CORP 6,716 13,601
KINSALE CAPITAL GROUP INC 4,136 3,520
KORN FERRY INTL 3,357 3,235
L3HARRIS TECHNOLOGIES 5,807 6,752
LABCORP HLDGS INC (LABORATORY 3,415 3,261
LAM RESEARCH CORP 11,320 19,686
LEIDOS HOLDINGS INC 3,473 3,969
LEMONADE ORD SHS 4,247 6,406
LEVI STRAUSS ORD SHS CLASS A 2,914 3,007
LINCOLN ELECTRIC HOLDING INC 2,541 3,115
LITTELFUSE, INC 1,948 2,276
LIVERAMP HOLDINGS INC 2,588 2,643
LPL FINANCIAL HOLDINGS INC 9,646 8,929
LULULEMON ATHLETICA INC 2,983 2,909
LUMEN TECHNOLOGIES INC 3,379 2,479
LUMENTUM HOLDINGS INC 5,730 7,372
MACOM TECHNOLOGY SOLUTIONS HOL 6,299 8,735
MAGNOLIA OIL + GAS CORPORATION 2,669 2,627
MANHATTAN ASSOCIATES INC 1,889 1,733
MARATHON PETROLEUM CORP 8,371 8,457
MARZETTI COMPANY COM 2,640 2,631
MASTERCARD INC 17,554 17,126
MATADOR RESOURCES COMPANY 1,745 1,698
MCDONALD'S CORP 2,887 2,751
MCGRATH RENTCORP 1,593 1,574
MCKESSON CORP 11,002 12,304
MEDPACE HOLDINGS, INC 1,765 3,370
MEDTRONIC PLC 7,591 6,340
MERCADOLIBRE, INC 12,772 10,071
MERCANTILE BANK CORPORATION 1,831 1,924
META PLATFORMS INC 36,841 38,945
MICROCHIP TECHNOLOGY INC 7,226 7,646
MICRON TECHNOLOGY 7,671 20,835
MICROSOFT CORP 56,274 67,707
MOELIS AND COMPANY 3,761 4,193
MONARCH CASINO AND RESORT INC 2,575 2,967
MOOG INC CL A 3,253 4,140
MORGAN STANLEY 4,118 9,587
MOTOROLA MOBILITY HOLDINGS INC 3,115 2,893
NATERA INC 6,443 9,164
NETFLIX INC 19,776 16,689
NETSTREIT 1,949 2,170
NEUROCRINE BIOSCIENCES, INC 3,735 4,397
NEWMONT GOLDCORP CORPORATION 5,277 9,086
NORDSON CP 3,793 4,568
NORTHERN OIL & GAS, INC 3,917 3,263
NOVANTA INC 2,089 2,380
NOVO NORDISK A S 3,289 3,002
NRG ENERGY 2,860 2,707
NU HOLDINGS LTD 4,935 6,244
NVIDIA CORP 61,898 103,135
NXP SEMICONDUCTORS 8,356 8,682
OLD DOMINION FREIGHT LINE 4,003 4,547
OLLIES BARGAIN OUTLET HOLDINGS 2,166 1,973
ORACLE CORP 27,727 26,508
ORIGIN BANCORP 2,106 2,332
OVINTIV INC 1,817 1,960
PALANTIR TECHNOLOGIES INC 13,403 15,109
PALO ALTO NETWORKS INC 8,690 8,289
PATRICK IND INC 2,191 2,711
PAYLOCITY CORP 3,551 2,745
PERFORMANCE FOOD GROUP COMPANY 3,375 3,597
PHILIP MORRIS INTL 21,694 20,210
PINNACLE FINANCIAL PARTNERS IN 2,243 2,004
PIPER JAFFRAY COS COM 4,575 6,115
POOL CORP 2,412 1,830
PORTLAND GEN ELEC 2,312 2,639
POWELL INDUSTRIES INC 2,466 4,144
POWER INTEGRATIONS, INC 2,541 1,777
PPL CORPORATION 6,867 6,864
PRESTIGE BRAND HLGS 3,060 2,406
PROCORE TECHNOLOGIES INC 3,339 3,637
QUAKER CHEMICAL CORP 2,648 3,158
QUANTA SVCS INC 2,412 2,954
QUEST DIAGNOSTICS 6,530 6,421
RAYTHEON TECHNOLOGIES CORP 3,187 3,851
RBC BEARINGS INCORPORATED 4,789 5,830
REDDIT, INC 7,208 7,126
RELIANCE STL & ALMN 4,664 4,333
RIVIAN AUTOMOTIVE INC CL A 7,172 9,244
ROBINHOOD 15,569 25,108
ROBLOX ORD SHS CLASS A 4,827 3,079
ROCKET LAB USA INC 1,117 1,116
RPM INTERNATIONAL INC 3,500 3,224
SAILPOINT TECHNOLOGIES 3,131 3,540
SCHLUMBERGER LTD 2,417 2,648
SCHNEIDER NATIONAL INC 1,770 1,990
SCHWAB U.S. SMALL-CA 156,541 175,921
SEA LTD 19,413 14,926
SEACOAST BANKING CORPORATION O 3,219 3,865
SELECTIVE INS GROUP INC 3,771 3,514
SERVICE NOW 20,354 17,157
SERVICETITAN INC CL A 7,416 7,136
SHOPIFY INC 17,602 25,111
SIMPSON MANUFACTURING CO INC 2,184 2,261
SIMULATIONS PLUS INC 2,211 1,659
SITEONE LANDSCAPE SUPPLY INC 2,920 3,114
SNAP INC. 1,812 1,856
SNOWFLAKE INC 20,903 24,788
SOFI TECHNOLOGIES ORD SHS 4,123 4,529
SPDR S&P 500 GROWTH 239,050 418,263
SPOTIFY TECHNOLOGY SA 9,369 8,130
SPX CORPORATION 2,799 2,801
STEEL DYNAMICS INC 3,427 4,067
STERLING CONSTRUCTION COMPANY 2,487 2,450
STEWART INFORMATION SVCS CORP 2,986 3,162
STIFEL FINANCIAL CP 3,336 4,383
SUN COMMUNITIES INC 2,672 2,726
SUNSTONE HOTEL INVESTORS, INC 2,376 2,378
SYMBOTIC INC CLASS A 3,181 2,797
SYSCO CORP 6,105 6,116
T-MOBILE US INC 6,851 5,685
TAIWAN SEMICONDUCTOR MFG CO LT 17,300 25,831
TAKE-TWO INTERACTIVE SOFTWARE 22,354 24,579
TANDEM DIABETES CARE INC 2,531 2,528
TEMPUS AI INC 6,639 6,082
TENET HEALTHCARE CORP 3,579 3,577
TEXAS ROADHOUSE, INC 5,061 4,482
THE BALDWIN INSURANCE GROUP, I 2,556 1,562
THE COCA-COLA CO 8,643 10,137
TRANE TECHNOLOGIES PLC 1,724 1,557
TRANSDIGM GRP INC 1,443 1,330
TRI POINTE HOMES INC COM 2,121 2,203
TRIMBLE NAV LTD 2,792 3,056
TTM TECHNOLOGIES INC 1,308 1,380
TWILIO INC 8,970 10,952
UBER 13,835 12,338
UMB FINANCIAL CORPORATION 5,073 5,522
UNITED CONTINENTAL HOLDINGS IN 2,595 3,690
UNITED RENTALS INC 7,315 8,093
UNITEDHEALTH GROUP INC 7,625 7,262
US FOODS HOLDING CORPORATION 10,061 9,792
UTZ BRANDS 1,990 1,682
VANGUARD FTSE EMERGING MARKETS 158,004 169,935
VANGUARD MID-CAP ETF 150,116 161,943
VEEVA SYSTEMS INC 6,217 5,581
VERICEL ORD SHS 2,817 2,521
VIAVI SOLUTIONS INC 1,619 3,101
VICOR CORP 3,221 8,220
VISA INC 2,564 2,455
VISTRA ENERGY CORP 1,987 1,613
VOYA FINANCIAL INC 4,059 4,469
WAL-MART STORES INC 8,236 9,247
WALKER & DUNLOP INC 1,894 1,564
WALT DISNEY HOLDINGS CO 9,014 9,102
WARBY PARKER ORD SHS CLASS A 2,926 2,767
WARNER MUSIC GRP CRP 2,016,276 1,640,077
WELLS FARGO & CO 8,612 10,438
WESTERN DIGITAL CORP 2,957 2,929
WESTINGHOUSE AIR BRAKE TECHNOL 4,767 4,909
WINTRUST FINANCIAL CORPORATION 3,215 3,775
ZOOM VIDEO COMMUNICATIONS INC 7,620 7,939

TY 2025 OtherExpensesSchedule
Name:
Bergen Family Foundation
EIN:
85-3247651
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Administrative Fees 25,294     25,294
BANK CHARGES 126 126    
State or Local Filing Fees 25     25


TY 2025 OtherLiabilitiesSchedule
Name:
Bergen Family Foundation
EIN:
85-3247651
Description Beginning of Year - Book Value End of Year - Book Value
OUTSTANDING OPTIONS 100,785 178,999


TY 2025 OtherProfessionalFeesSchedule
Name:
Bergen Family Foundation
EIN:
85-3247651
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment Management Services 27,670 27,670    


TY 2025 TaxesSchedule
Name:
Bergen Family Foundation
EIN:
85-3247651
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
990-PF Estimated Tax for 2025 2,400      
Foreign Tax Paid 485 485