2024-10-29T08:14:55-07:00 2023-12-31 462706284 Pellegrino Saccomani & Wells CPAs LLP 722 Commerce Street Thornwood NY 10594 990PF 2023-01-01 510386251 THE BERNARD BERGREEN FOUNDATION BERN 9143455888 722 COMMERCE STREET THORNWOOD NY 10594 BERNARD BERGREEN Chairman 2024-10-29 true true Giuseppe Saccomani P00956537 9143455888 2023 2024-10-15 13:58:12Z X 2463278 X X 89655 89655 -45370 613159 219328 263613 89655 12873 12873 9305 9305 22178 22178 0 155400 155400 177578 22178 155400 86035 67477 168937 256507 270507 2419123 2417802 2191068 1917 1703 1703 2589977 2676012 2463278 0 X 2589977 2676012 2589977 2676012 2589977 2676012 2589977 86035 2676012 2676012 189 ISHARES 0-3 MONTH TREASURY B P 2023-02-10 2023-05-11 18965 18943 22 22 272 ISHARES 0-3 MONTH TREASURY B P 2023-02-10 2023-05-11 27293 27261 32 32 235 ISHARES 20+ YEAR TREASURY BO P 2022-09-29 2023-12-15 23299 24392 -1093 -1093 43 ISHARES 7-10 YEAR TREASURY B P 2022-06-14 2023-12-01 4026 4234 -208 -208 55 ISHARES MBS ETF P 2022-10-25 2023-12-01 5003 4937 66 66 36 ISHARES MBS ETF P 2023-01-03 2023-12-01 3274 3356 -82 -82 1763 ISHARES TRUST ISHARES 1-5 YEAR P 2023-10-24 2023-12-15 89807 87581 2226 2226 1 ISHARES TRUST ISHARES 1-5 YEAR P 2023-10-24 2023-12-15 51 50 1 1 1321 ISHARES TRUST ISHARES 1-5 YEAR P 2022-12-13 2023-02-10 66319 66255 64 64 37 ISHARES TRUST ISHARES 1-5 YEAR P 2023-01-03 2023-02-10 1858 1846 12 12 10730.174 JPM CORPORATE BOND FD - USD - R6 ISIN US46637K5478 SEDOL B99CKM1 P 2022-05-27 2023-07-11 87558 94104 -6546 -6546 405.528 JPM CORPORATE BOND FD - USD - R6 ISIN US46637K5478 SEDOL B99CKM1 P 2023-01-03 2023-07-11 3309 3301 8 8 367.216 JPM INCOME FUND - USD - R6 ISIN US46637K2160 SEDOL BSL7629 3.58% P 2022-06-28 2023-12-01 3015 3110 -95 -95 5455.031 JPM INCOME FUND - USD - R6 ISIN US46637K2160 SEDOL BSL7629 3.58% P 2022-06-28 2023-09-28 43913 46204 -2291 -2291 212 SCHWAB SHORT-TERM US TREAS P 2023-05-11 2023-07-11 10158 10355 -197 -197 578 SCHWAB SHORT-TERM US TREAS P 2023-05-11 2023-07-11 27695 28222 -527 -527 166 SCHWAB SHORT-TERM US TREAS P 2023-05-11 2023-07-11 7954 8112 -158 -158 3270.51 SIX CIRCLES GLOBAL BOND 0.00% P 2021-01-22 2023-12-01 26949 33294 -6345 -6345 2106.871 VANGUARD TTL BD MKT IDX-ADM P 2021-01-22 2023-12-01 19931 24250 -4319 -4319 8791.823 VANGUARD TTL BD MKT IDX-ADM P 2021-01-22 2023-10-24 79566 101194 -21628 -21628 2113.516 VANGUARD TTL BD MKT IDX-ADM P 2021-01-22 2023-07-11 20015 24327 -4312 -4312 2186.285 VANGUARD TTL INTL BND-ADM P 2021-01-22 2023-12-01 43201 43201 -45370 938 938 938 3000 3000 X 54 2008 2008 false false false false false false false true true DE NY true false false false false true N/A THOMAS BERGREEN 2124104845 12 EAST 86TH STREET NEW YORK NY 10028 false false false false false false false false false true 2021 true false false false false false false false false false false false false TIMOTHY BERGREEN 1060 FIFTH AVENUE 4B NEW YORK NY 10128 Director 1.00 0 THOMAS BERGREEN 1060 FIFTH AVENUE 4B NEW YORK NY 10128 Director 1.00 0 KAREN BERGREEN 1060 FIFTH AVENUE 4B NEW YORK NY 10128 Director 1.00 0 NONE NONE 2234683 48857 0 2283540 0 2283540 34253 2249287 112464 112464 938 938 111526 111526 111526 155400 155400 111526 110090 2021 38082 155400 110090 38082 0 7228 104298 X COLLEGIATE SCHOOL 260 WEST 78TH ST NEW YORK NY 10024 None PC GENERAL CHARITABLE PURPOSES 27500 METROPOLITAN MUSEUM OF ART 1000 FIFTH AVENUE NEW YORK NY 10130 None PC GENERAL CHARITABLE PURPOSES 1000 OCCIDENTAL COLLEGE 1600 CAMPUS ROAD LOS ANGELES CA 90041 None PC GENERAL CHARITABLE PURPOSES. 250 skidmore college 815 north broadway saratoga springs NY 12866 None PC general charitable purposes 250 WAKE FOREST UNIVERSITY 1834 WAKE FOREST ROAD WINSTONSALEM NC 27109 None PC CHARITABLE PURPOSES 3000 SPS ANNUAL FUND 119 W 31st Street NEW YORK NY 10001 None PC General Charitable Purposes 5000 STAND UP GIRLS INC 4335 RIVER RD N SALEM OR 97303 None PC General Charitable Purposes 2500 CETANA EDUCATIONAL FOUNDATION 9 SOUTH MIDDAUGH ST SOMERVILLE NJ 08876 None PC GENERAL CHARITABLE PURPOUSE 10500 THE TRANSPLANT LIVING CENTER 235 E 95TH STREET STE 1J NEW YORK NY 10128 None PC GENERAL CHARITABLE PURPOUSE 50000 BROADWAY CARES 165 W 64TH STREET STE 1300 NEW YORK NY 10036 None PC GENERAL CHARITABLE PURPOUSE 2000 SEEDS OF PEACE 370 LEXINGTON AVENUE SUTE 201 NEW YORK NY 10017 None GENERAL CHARITABLE PURPOUSE 5000 THE HUMANE SOCIETY OF UNITED STATES 1255 23RD ST NW WASHINGTON DC 20037 None PC GENERAL CHARITABLE PURPOUSE 2500 PLANNED PARENTHOOD 123 William St 10th Floor New York NY 10038 None PC General Charitable Purposes 7500 SANDY HOOK PROMISE FOUNDATION PO Box 3489 NEWTOWN CT 06470 None PC General Charitable Purposes 5000 CAMP TIMANOUS 85 Plains Rd Raymond ME 04071 None PC General Charitable Purposes 1000 THE FUND FOR MODERN COURTS 387 2nd Avenue NO 608 NEW YORK NY 10010 None PC General Charitable Purposes 3000 BUCKNELL UNIVERSITY One Dent Drive Lewisburg PA 17837 None PC General Charitable Purposes 2000 ADL 605 Third Avenue NEW YORK NY 10158 None PC General Charitable Purposes 4000 GEORGETOWN UNIVERSITY 37th and O Streets NW Washington DC 20057 None PC General Charitable Purposes 500 KEEN GREATER DC-BALTIMORE PO Box 341590 Bethesda MD 20827 General Charitable Purposes 500 ASC CAW 1155 Sixteenth Street NW WASHINGTON DC 20036 General Charitable Purposes 750 CAMP ARCADIA SCHOLARSHIP FUND 3046 Oak St Arcadia MI 49613 General Charitable Purposes 500 ONE FAMILY FUND PO BOX 822732 PHILADELPHIA PA 19182 General Charitable Purposes 1500 ROBERT PACKARD CENTER FOR ALS 855 N Wolfe Street 2nd Floor Room Baltimore MD 21205 General Charitable Purposes 4000 SUSAN G KORMEN PO BOX 660843 DALLAS TX 75266 General Charitable Purposes 1000 AFRICAN WILDIFE FOUNDATION 1100 New Jersey Ave SE SUITE 900 Washington DC 20003 General Charitable Purposes 500 WORLD WILDLIFE FUND 1250 24th Street NW Washington DC 20037 General Charitable Purposes 500 SPECIAL OLYMPICS 2600 Virginia Ave NW 11th Floor Washington DC 20037 General Charitable Purposes 250 SMILE TRAIN 633 3RD AVE 9TH FLOOR NEW YORK NY 10017 General Charitable Purposes 500 DOCTORS WITHOUT BORDERS 40 Rector St 16th Floor New York NY 10006 General Charitable Purposes 500 UNICAF 125 Maiden Lane New York NY 10038 General Charitable Purposes 500 NOVA UKRAINE 963 MEARS CT STANFORD CA 94305 None PC General Charitable Purposes 900 METROPOLITAN OPERA 30 LINCOLN CENTER NEW YORK NY 10023 None PC General Charitable Purposes 1000 ALZHEIMERS DRUG DISCOVERY FUND 57 West 57th St Suite 904 NEW YORK NY 10019 General Charitable Purposes 1000 ALZHEIMERS ASSOCIATION 225 N Michigan Ave FL 17 CHICAGO IL 60601 General Charitable Purposes 1500 AMERICAN FRIENDS OF MDAINTERNATIONA 20 W 36th St NEW YORK NY 10018 General Charitable Purposes 1000 INTERNATIONAL CAMPAIGN FOR THE ROHI 1600 Pennsylvania Ave NW Washington DC 20500 General Charitable Purposes 4000 THE PERFORMANCE ZONE 228 Park Ave S Suite 9 New York NY 10003 General Charitable Purposes 2500 155400 14 89655 -45370 IRA RMD 219328 89655 173958 263613 false false false false false false false false false false Accrued Interest Receivable 1917 1703 1703 BROKER FEE 9305 9305 IRA RMD 219328 IRS EXCISE TAX 12623 12623 NYS FILING FEE 250 250