2024-09-10T11:17:23-00:00 2023-12-31 376842920 DIANE L ISAACS CPA PLLC 16996 MADOLINE STREET BEVERLY HILLS MI 48025 990PF 2023-01-01 383614706 THE STANLEY L AND PHYLLIS BERGER FAMILY FOUNDATION STAN 2483556800 29201 TELEGRAPH ROAD STE 612 SOUTHFIELD MI 48034 MICHAEL E BERGER DIRECTOR 2483556800 2024-09-09 true true DIANE L ISAACS P01286437 2487633383 2024-09-10 X 2023 2024-08-08 14:25:15Z X X 1283772 X 207611 2747 2747 30344 30344 185186 314530 185186 425888 218277 4600 696 3500 8796 0 0 147413 147413 156209 0 147413 269679 218277 32298 32298 149672 868783 1215133 1251474 1018455 1247431 1283772 0 X 1018455 1247431 1018455 1247431 1018455 1247431 1018455 269679 1288134 40703 1247431 32 SHRS META PLATFORMS D 2022-12-23 2023-12-04 10196 3708 6488 6488 45 SHRS MICROSOFT D 2023-11-27 16976 10869 6107 6107 25 SHRS NVIDIA CORP D 2022-12-23 2023-12-04 11395 3749 7646 7646 11 SHRS EATON CORP D 2023-12-19 2597 974 1623 1623 21 SHRS ROYAL CARIBBEAN D 2022-09-23 2023-12-19 2598 961 1637 1637 511 SHRS APA CORP D 2020-03-23 2023-11-20 18960 2291 16669 16669 22 SHRS BE SEMICONDUCTOR D 2022-09-02 2023-12-27 3364 1051 2313 2313 8 SHRS CATERPILLAR D 2020-03-31 2023-12-19 2329 887 1442 1442 1 SHR CHIPOLTE D 2020-03-17 2023-12-04 2220 536 1684 1684 45 SHRS META PLATFORMS D 2022-11-01 2023-12-04 14339 4361 9978 9978 89 SHR MICROSOFT D 2023-11-27 33575 21928 11647 11647 14 SHRS MCKESSON CORP D 2023-12-19 6230 1839 4391 4391 24 SHRS MURPHY USA D 2023-12-19 8665 2168 6497 6497 65 SHRS NVIDIA CORP D 2019-08-20 2023-11-20 32592 2741 29851 29851 25 SHRS PDD HOLDINGS D 2022-03-02 2023-12-19 3742 1212 2530 2530 66 SHRS SCHLUMBERGER D 2020-04-29 2023-12-19 3476 1161 2315 2315 179 SHRS SELECT SECTOR D 2020-10-20 2023-12-01 15284 5676 9608 9608 36 SHRS VALERO ENEGRY D 2020-04-06 2023-12-19 4813 1663 3150 3150 7 SHRS WILLIAMS SONOMA D 2023-12-19 1415 306 1109 1109 3 SHRS UNITED RENTALS D 2023-12-19 1712 468 1244 1244 150 SHRS SHELL PLC D 1993-03-05 2023-12-01 9899 3188 6711 6711 800 SHRS SHELL PLC D 2023-11-20 57160 34761 22399 22399 150 SHRS DANAHER CORP D 2023-11-20 31629 18590 13039 13039 50 SHRS VERALTO CORP D 2023-11-20 3537 4256 -719 -719 185186 14134 3034 3034 3034 5000 5000 5000 134 1832 1832 false false true MI false false true N/A LAURIE BOUNDS 2483556800 29201 TELEGRAPH ROAD SUITE 612 SOUTHFIELD MI 48034 false false false false false false false false false false false false false false false false false false false false STANLEY L BERGER 1037 GRAND ISLE TERRACE PALM BEACH GARDENS FL 33418 PRESIDENT, TREASURER 000.00 0 PHYLLIS BERGER 1037 GRAND ISLE TERRACE PALM BEACH GARDENS FL 33418 VICE PRESIDENT 000.00 0 MICHAEL BERGER 520 OAK AVENUE BIRMINGHAM MI 48009 SECRETARY 000.00 0 STEVEN BERGER 3622 NORTHWOOD WEST BLOOMFIELD MI 48324 DIRECTOR 000.00 0 LAURIE BOUNDS 3798 DAMAS DRIVE COMMERCE TOWNSHIP MI 48382 DIRECTOR 000.00 0 NONE NONE N/A 0 3034 3034 0 147413 147413 0 54964 121683 98185 125042 178000 577874 147413 147413 725287 0 54964 670323 121683 98185 125042 178000 147413 X 2023 ADOPT-A-FAMILY - JEWISH FAMILY SERVICE 6555 W MAPLE ROAD WEST BLOOMFIELD MI 48322 PC CHARITABLE 113 JARC 6735 TELEGRAPH RD SUITE 100 BLOOMFIELD HILLS MI 48301 PC CHARITABLE 100 CRANBROOK EDUCATIONAL COMMUNITY 39221 WOODWARD AVENUE BLOOMFIELD HILLS MI 48303 PC EDUCATIONAL 22500 JEWISH SENIOR LIFE 6710 W MAPLE ROAD WEST BLOOMFIELD MI 48322 PC CHARITABLE 1800 JEWISH AGENCY FOR ISRAEL 633 THIRD AVE 21ST FLOOR NEW YORK NY 10017 PC CHARITABLE 1800 FRIENDSHIP CIRCLE 6892 W MAPLE ROAD WEST BLOOMFIELD MI 48322 PC CHARITABLE 10000 YAD EZRA 2850 W ELLEVEN MILE RD BERKLEY MI 48072 PC CHARITABLE 5000 HAROLD E EISENBERG FOUNDATION 1460 TECHNY ROAD NORTHBROOK IL 60062 PC CHARITABLE 250 YOUTH TANK DETROIT 440 BURROUGHS ST STE 674 DETROIT MI 48202 PC CHARITABLE 250 FRIENDS OF UNITED HATZALAH 442 5TH AVENUE PMB 1866 NEW YORK NY 10018 PC CHARITABLE 1000 YOUTH TANK DETROIT 440 BURROUGHS ST STE 674 DETROIT MI 48202 PC CHARITABLE 250 JEWISH FAMILY SERVICE 6555 W MAPLE ROAD WEST BLOOMFIELD MI 48322 PC CHARITABLE 600 JEWISH FEDERATON OF METRO DETROIT 6735 TELEGRAPH RD SUITE 100 WEST BLOOMFIELD MI 48301 PC CHARITABLE 96250 LACASA 2895 W GRAND RIVER AVE HOWELL MI 48843 PC CHARITABLE 2500 GARY BURNSTEIN COMMUNITY HEALTH CLINIC 45580 WOODWARD AVE PONTIAC MI 48341 PC HEALTH CARE 5000 147413 14 33091 18 185186 218277 218277 false false false false false false false false false false X 1 STANLEY & PHYLLIS BERGER 1037 GRAND ISLE TERRACE PALM BEACH GARDENS FL 33418 102026 X 2 MATT & LAURIE BOUNDS 3798 DAMAS DRIVE COMMERCE TOWNSHIP MI 48382 25052 X 3 STEVEN & TRACI BERGER 3622 NORTHWOOD WEST BLOOMFIELD MI 48234 39804 X 4 MICHAEL & DEBBIE BERGER 520 OAK AVENUE BIRMINGHAM MI 48009 40729 X 1 65 SHRS NVIDA CORP 511 SHRS APA CORP 67 SHRS MICROSOFT CORP 102026 2023-11-15 2 179 SHRS SELECT SECTOR SPDR TR ENERGY 150 SHRS SHELL PLC 25052 2023-11-29 3 1 SHR CHIPOTLE MEXICAN GRILL 77 SHRS META PLATFORMS 25 SHRS NVIDIA CORP 39804 2023-11-30 4 22 SHRS BE SEMICONDUCTOR INDS 8 SHRS CATERPILLAR INS COM 11 SHRS EATON CORP 24 SHRS MURPHY USA INC 2 40729 2023-12-19 4 21 SHRS ROYAL CARIBBEAN GROUP 66 SHRS SCHLUMBERGER LTD 3 SHRS UNITED RENTALS INC 36 SHRS VALERO ENER 0 ACCOUNTING FEES 4600 VANGUARD LIFE STRATEGY GROWTH AT COST 1215133 1251474 VALUATION DIFFERENCE IN STOCKS TRANSFERRED TO FOUNDATION 40703 BANK CHARGES 3500 FRANCHISE 40 FOREIGN 656