2025-11-14T10:54:42-06:00 2024-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2024-01-01 843220929 The Bergman Foundation % Foundation Source BERG 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 BENNET BERGMAN SECRETARY 8008391754 2025-11-13 true true Jeffrey D Haskell P01345770 8008391754 2024 2025-03-06 01:10:19Z X 4961009 X 1150 X 1518 1518 110329 110329 206670 1816021 249515 12565 12373 332232 361362 12373 35833 35833 16354 16354 15013 15013 144 0 0 144 92111 12367 12373 67371 8498 5898 600 600 12551 12551 30689 30689 50822 2751 48071 262615 21016 12373 226626 112238 112238 374853 21016 12373 338864 -42621 340346 0 79122 212303 212303 242532 212621 205941 4007073 3777299 4310737 156124 240007 232028 4484851 4442230 4961009 0 0 X 4484851 4442230 4484851 4442230 4484851 4442230 4484851 -42621 4442230 4442230 Publicly-traded Securities 1816021 1566506 249515 249515 249515 4731 4731 4731 2231 0 2600 4831 X 0 100 100 false false false false false false false true true DE true false false false false true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 false false false false true false false false false false false false false false false false false false false false false false Bennet Bergman Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Sec 30.0 35833 0 0 Elise Bergman Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Treas 1.0 0 0 0 Elliot Bergman Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Pres 1.0 0 0 0 Natalie Bergman Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, VP 1.0 0 0 0 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 146738 4810396 124114 0 4934510 0 4934510 74018 4860492 243025 243025 4731 4731 238294 238294 238294 338864 0 0 0 0 338864 238294 189402 338864 189402 149462 0 0 88832 0 0 NONE X ART INSTITUTE OF CHICAGO 111 S MICHIGAN AVE CHICAGO IL 60603 N/A PC School of the Art Institute of Chicago - Fashion Council 2500 ARTS OF LIFE 2010 W CARROLL AVE CHICAGO IL 60612 N/A PC General & Unrestricted 10000 ASSOCIATION OF WRITERS & WRITING 440 MONTICELLO AVE STE 1 NORFOLK VA 23510 N/A PC General & Unrestricted 870 GRACE CHICAGO CHURCH PO BOX A3092 CHICAGO IL 60690 N/A PC General & Unrestricted 50000 INTONATION MUSIC WORKSHOP 4434 S LAKE PARK AVE STE 110 CHICAGO IL 60653 N/A PC General & Unrestricted 2500 MARWEN FOUNDATION 833 N ORLEANS 1ST FL CHICAGO IL 60610 N/A PC General & Unrestricted 10000 NATIONAL BOOK FOUNDATION INC 90 BROAD ST STE 604 NEW YORK NY 10004 N/A PC General & Unrestricted 405 NOVO MISSION INC 1240 N LAKEVIEW AVE ANAHEIM CA 92807 N/A PC General & Unrestricted 5000 PILOT LIGHT 2825 W 5TH AVE CHICAGO IL 60612 N/A PC General & Unrestricted 2500 POETRY SOCIETY OF AMERICA 15 GRAMERCY PARK S NEW YORK NY 10003 N/A PC General & Unrestricted 60 POETS HOUSE INC 10 RIVER TER NEW YORK NY 10282 N/A PC General & Unrestricted 600 SHED NYC INC 545 W 30TH ST NEW YORK NY 10001 N/A PC In Support of "Dad Rock" 5000 TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW 622 WEST 113TH ST MC4523 NEW YORK NY 10025 N/A PC General & Unrestricted 225 UNITING VOICES 78 E WASHINGTON ST CHICAGO IL 60602 N/A PC General & Unrestricted 10000 A DEFEO 801 WOODWARD AVE RIDGEWOOD NY 11385 NONE I BERGMAN PRIZE 2578 A ESCOBAR 71 WEST 109TH STREET APT 2B NEW YORK NY 10025 NONE I BERGMAN PRIZE 10000 112238 14 1518 14 110329 18 206670 BOOK SALE PROCEEDS 12373 STATE TAX REFUND 01 192 318709 12373 331082 11 PROCEEDS FROM THE SALES OF BOOKS OF POETRY AUTHORED BY WINNERS OF THE BERGMAN BOOK PRIZE false false false false false false false false false false ABBVIE INC - 3.200% - 11/21/20 4808 4640 ALEXANDRIA REAL ESTATE - 4.900 2051 1969 AMERICAN ELEC PWR INC SER J NO 4013 3907 AMERICAN EXPRESS CO NOTE - 4.9 7577 7806 AMERICAN HONDA FIN - 4.900% - 4091 4008 AMERICAN TOWER CORP - 3.375% - 1967 1954 AMGEN INC NOTE - 5.150% - 03/0 4125 4029 ANTHEM INC NOTE - 3.650% - 12/ 4948 4868 AON CORP - 2.800% - 05/15/2030 3631 3564 BANK AMERICA CORP - 5.288% - 0 4870 4966 BANK MONTREAL MEDIUM - 4.650% 4051 3923 BRISTOL-MYERS SQUIBB CO - 4.90 4152 4018 CALIFORNIA HEAL - 2.129% - 06/ 13180 12784 CALIFORNIA ST PU - 5.910% - 11 10962 10521 CANADIAN PAC RY CO - 1.750% - 1909 1894 CITIGROUP INC - 3.200% - 10/21 10845 9727 CNH INDUSTRIAL CAPOTAL LLC - 5 2093 2029 COMCAST - 1.950% - 01/15/2031 4620 4183 CVS CAREMARK CORP NOTE - 4.300 4002 3875 DTE ENERGY CO - 4.950% - 07/01 4079 4015 ENBRIDGE INC - 6.000% - 11/15/ 3190 3106 EXELON CORP - 3.400% - 04/15/2 1979 1967 GOLDMAN SACHS - 3.814% - 04/23 4913 4810 JOHN DEERE CAPITAL CORPORATION 7328 6988 JP MORGAN CHASE - 2.956% - 05/ 10497 8946 LOCKHEED MARTIN - 3.900% - 06/ 4737 4646 LOWES COS INC NOTE CALL MAKE W 4069 3924 MICHIGAN ST HSG - 4.062% - 06/ 10000 9820 MORGAN STANLEY SER I MTN - 6.3 4459 4233 NSTAR ELEC CO BOND CALL MAKE W 6862 6765 PNC FINL SVCS GROUP INC - 4.75 4023 3994 REALTY INCOME CORP - 4.850% - 3089 2981 ROYAL BK - 6.000% - 11/01/2027 4235 4131 SAN JOSE CALIF - 1.461% - 06/0 9394 9317 SIMON PROPERTY GROUP LP NOTE - 4383 4253 STATE STR CORP NOTE - 5.272% - 4096 4039 TEXAS WTR DEV BR - 3.920% - 10 14999 14573 THE BANK OF NOVA SCOTIA - 5.35 4103 4052 THERMO FISHER SCIENTIFIC INC - 4116 4029 TOTALENERGIES CAP SA - 4.720% 4066 3848 TRUIST FINANCIAL CORP SER G - 4053 3980 UNITED HEALTH GROUP - 4.900% - 4161 3977 VERIZON COMMS - 4.329% - 09/21 4019 3925 WASTE MANAGEMENT - 4.950% - 07 4114 4042 WILLIS NORTH AMER - 5.350% - 0 3108 2981 ZOETIS INC NOTE - 5.400% - 11/ 4040 4021 A B ELECTRLX S ADR# 4473 1220 AAC TEC HOLDINGS ADR 1919 2147 ABB LTD 7745 7251 ABBOTT LABS 7421 8483 ABBVIE INC 14402 23634 ABIOMED INC CONTRA TEX PAYOUT ACCENTURE PLC 19207 23570 ACUITY BRANDS INC 986 1461 ADECCO S.A. UNSP/ADR 7774 4607 ADIDAS AG 2854 4140 ADOBE SYSTEMS, INC 19692 29349 ADVANCED DRAINAGE SYSTEMS INC 844 1156 ADVANCED MICRO DEVICES INC 19131 12804 ADVANTEST CORP - ADR 2363 3015 AEGON N V ORD AMER REG 4654 5919 AENA SME S.A. ADR 3036 4062 AFFIRM HOLDINGS INC CL A 705 1157 AFLAC INC 5750 11172 AGCO CP 1657 1215 AGILENT TECHNOLOGIES INC 11930 11956 AIA GROUP LTD ADR 9619 5850 AIR LEASE CORP 1955 1832 AIRBNB 9084 10250 AIRBUS GROUP 6661 6732 AKBANK TURK ANONIM SIRKETI ADR 493 744 AKZO NOBEL NV-ADR 10955 8199 ALARM.COM HOLDINGS INC 1802 1155 ALCOA INC 916 945 ALFA LAVAL AB 2629 3156 ALLIANT CORP 5359 5737 ALLIANZ SE 18668 20767 ALLY FINANCIAL INC 1404 1440 ALSTOM 4938 3867 AMADEUS IT HLDS SA 4699 4726 AMAZON COM 69904 90607 AMERICAN CAPITAL AGENCY CORP 2191 1262 AMERICAN EXPRESS CO 14326 28492 AMERICAN WATER WORKS COMPANY I 5109 3984 AMERIPRISE FINANCIAL INC 7919 17038 AMGEN INC 16156 16420 AMN HEALTHCARE SERVICES INC 908 383 ANGLO AM PLC ADR 5331 4160 ANTA SPORTS PRODUC UNSP ADR EA 2221 993 ANTERO RESOURCES CORPORATION 974 1227 APA CORPORATION 1177 924 API GROUP CORPORATION 1419 2122 APPLE INC 108910 161520 APPLIED IDNS TECH 1110 1916 APPLOVIN CORP 486 2267 ARAMARK 1693 2388 ARCELIK A S UNSP ADR 694 783 ARM HOLDING PLS SPON ADS 2129 1850 ARROW ELECTRONICS INC 1783 1697 ASAHI KAISAI CP ADR 3828 2471 ASBURY AUTOMOTIVE GR 913 1215 ASML HOLDING NV NY REG SHS 21085 20792 ASTELLAS PHARMA INC 5537 3536 ASTRAZENECA 14863 15921 AT HOME CORP 2793 2725 AT&T, INC 13679 13639 ATLAS COPCO AB A SHS ADR 6971 6370 ATLAS COPCO AB B SHS ADR 5378 6079 ATMOS ENERGY CORP 1438 1811 AUTODESK, INC 14756 14483 AUTOMATIC DATA PROCESSING INC 14832 20784 AVALONBAY CMNTYS INC 5312 6159 AVIENT 1975 1839 AVIVA PLC 6040 6003 AVNET INC 1851 2197 AXA ADS 14097 16580 AXON ENTERPRISE 1476 2972 B3 S.A 994 728 BAKER HUGHES COMPANY 9952 15259 BALCHEM CORP 1638 2119 BALL CP 8013 5899 BANCO BRADESCO S.A. SPONS ADR 3803 1969 BANCO BRADESCO SA SPONSORED AD 2332 1271 BANCO DE CHILE ADS 923 862 BANCO DO BRASIL S A SPONSORED 1364 1604 BANCO SANTANDER BRASIL 2321 1392 BANCO SANTANDER CEN 7578 8623 BANCO SANTANDER CHIL ADR 2394 1999 BANCOLOMBIA SA 1796 1670 BANK NEW YORK MELLON CORP COM 7482 12523 BANK OF AMERICA CORP 14684 16525 BAOZUN INC 1727 1420 BARRATT DEVEL 4180 2413 BATH & BODY WORKS, INC 1041 969 BELITE BIO INC 510 631 BELLRING BRANDS, INC 758 1055 BERKLEY W R CP 8892 11821 BIDVEST GROUP LTD (ADR) 475 473 BILIBILI INC. 2223 561 BIO RAD LABS INC CL A 1372 1314 BIONTECH SE ADR 2072 1937 BJ'S WHLSL CLUB INC 775 1430 BLACKROCK INC 22721 28703 BLUE OWL CAPITAL 1197 2256 BNP PARIBAS SPONS ADR 10221 10745 BOOZ ALLEN HAMILTON HOLDING CO 1306 1673 BOSTON SCIENTIFIC 9583 20990 BP PLC SPONSORED ADR 8095 8572 BRADY CP CL A 1274 1846 BRAMBLES LTD UNSP AD 4274 6232 BRISTOL-MYERS SQUIBB CO 15859 13744 BRITISH LAND CO S/ADR 2866 1806 BROADCOM INC 37510 54945 BROADRIDGE FINANCIAL 7023 7687 BRUNSWICK CORP 1920 1229 BUILDERS FIRST SOURCE INC 1464 1001 BUNZL PLC SPONSORED ADR 4305 5065 BYD CO LTD UNSP/ADR 1228 1291 C3.AI INC 519 792 CADELER 2199 1853 CAMDEN PPTY TR 1576 1741 CAP GEMINI SA UNSP/ADR 6723 5875 CARDINAL HEALTH INC 5195 12655 CARLISLE COS INC 1279 2213 CARLYLE GROUP 1347 1919 CARMAX INC 1358 1553 CARREFOUR S.A 1904 1496 CARRIER GLOBAL 5812 7782 CARVANA CO. 350 813 CBRE GROUP 8443 13523 CELSIUS HLDGS INC 1292 632 CENCORA INC 19802 33927 CENTRAL JAPAN RY CO ADR 6726 4647 CENTRAL PUERTO ADR 680 1130 CENTRICA 4617 4128 CHEVRON CORP 10998 9704 CHINA CONSTRUCT UNSPON ADR 6473 8357 CHINA GAS HOLDINGS LTD 440 410 CHINA MERCHANTS BANK 1224 1338 CHINA RESOURCES ENTERPRISE LTD 535 392 CHUGAI PHARMACEUTICAL CO., LTD 2805 3140 CIGNA CORPORATION 12368 13531 CISCO SYSTEMS INC 5861 6571 CLICKS GROUP LIMITED 862 989 CLIFFS NATURAL RESOURCES INC. 504 367 CMS ENERGY CP 5190 6132 COGNEX CORPORATION 1109 1040 COLOPLAST AS ADR 3565 2422 COMCAST CORP 28167 20679 COMMERCIAL METALS 650 1091 COMPAGNIE FINANCIERE RICHEMONT 5499 8015 COMPANHIA PARANAENSE DE ENERGI 462 510 COMPASS GROUP PLC ADR 6037 9170 COMPUTERSHARE LTD ADR 2512 3085 CONOCOPHILLIPS 4572 8826 CONSOLIDATED EDISON INC 8041 9191 CONSTELLATION ENERGY GROUP INC 4847 5593 COPART INC 4932 5337 COSAN ADR REPRESENTING 1201 566 COTY INC 843 724 CRESUD S.A.C.I.F. 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2139 1580 ENTEGRIS INC 1244 1090 EQUINOR ASA 1589 1895 EQUITY RESIDENTIAL PPTYS TR 6003 5095 ESTEE LAUDER COMPANIES INC 26267 6073 EUROBANK ERGASIAS SERVICES 531 1482 EVERSOURCE ENERGYINC 7466 5800 EVERTEC INC 1518 1278 EXACT SCIENCES CORPORATION 1274 1068 EXELIXIS, INC. 1223 1732 EXPAND ENERGY CORP 1333 1692 EXPEDITORS INTL WASH INC 6011 5982 EXPERIAN GROUP LTD S/ADR 6437 7307 EXPONENT, INC 972 891 EXXON MOBIL CORP 9936 18825 FAST RETAILING CO LT 4399 5365 FOMENTO ECONOMICO MEXICANO 647 684 FORTESCUE METALS G ADR EA REPR 4118 2863 FORTIVE CORPORATION 5336 5700 FRANKLIN ELECTRIC CO., INC 1057 1072 FRONTDOOR INC 1762 1913 FTI CONSULTING INC 1129 1147 GAMING AND LEISURE PROPERTIES, 1941 1830 GEELY AUTOMBL HL UNSP ADR 1479 1656 GENERAL MILLS INC 19350 18302 GENMAB A/S SPON 4210 2734 GENTHERM INC 1599 759 GILEAD SCIENCES INC 10881 15056 GIVAUDAN SA UNSP/ADR 7599 8272 GLACIER BANCORP INC 1673 1406 GOLDMAN SACHS GROUP 11839 18896 GRAINGER W W INC 13555 26351 GREEK ORG FOOTBALL 775 688 GROUP 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ADR 20045 18095 LEAR CORP 1138 758 LEGEND BIOTECH CORP 1246 716 LEGRAND INC 2940 2839 LENNOX INTL INC 1291 2437 LENOVO GROUP LTD ADR 10632 12051 LEXINGTON REALTY TRUST 1862 1299 LI NING CO 3383 2487 LIBERTY MEDIA CORPORATION - SE 838 1597 LIBERTY MEDIA CORPORATION - SE 1323 2131 LINCOLN NATIONAL CORP 2715 1300 LINDE PLC COM 12176 12560 LINDSAY CORP 1634 1183 LITHIA MOTORS INC CL A 1851 1787 LLOYDS BANKING GROUP PLC 7508 8612 LOCALIZA RENT A CAR SA 1123 582 LOGITECH INTERNATIONAL 1896 1729 LOMA NEGRA CO SA ADR 806 1266 LONGFOR PROPERTIES UNSP ADR 842 367 LOUISIANA PACIFIC CP 674 828 LOWES COMPANIES INC 6842 8144 LTC PROPERTIES INC 1221 967 LULULEMON ATHLETICA INC 19559 16826 LVMH MOET HENN UNSP 14857 13853 LYFT INC 545 400 MADDEN STEVEN LTD 1225 1318 MALAYAN BANKING BERHAD 1101 1053 MANPOWER GROUP INC 2561 1328 MATCH GROUP INC 919 818 MCCORMICK & CO 7122 5566 MCDONALD'S CORP 12332 15364 MCKESSON CORP 28147 33055 MEDTRONIC PLC 33619 21408 MEITUAN DIANPING UNSPONSORED A 5904 6598 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