2024-04-29T07:47:10-00:00 2023-12-31 990PF 2023-01-01 367335224 Bergmann Benjamin Moore Perpetual Trust Elaine Hutchcroft TTEE BERG 4203 Tallwood Avenue Rockford IL 611146050 Elaine Hutchcroft Trustee 2024-04-29 false Elaine Hutchcroft true Henry Espensen P01324688 8155402037 2024-04-29 X 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 339074 X 7431 7431 7431 11516 148518 11516 201 1693 1693 1693 20640 20640 9325 5000 5000 3290 3290 3290 3459 3459 3459 1968 1968 1968 13717 8717 13717 0 27800 27800 41517 8717 13717 27800 -20877 11923 32322 19599 19599 250 234 250 250 322213 314045 319225 354769 333894 339074 0 X 354769 333894 354769 333894 354769 333894 354769 -20877 2 333894 333894 1869.639 Baird ST Bond Fnd P 2022-06-22 2023-01-25 18715 18659 56 56 40.684 Dodge Cox Strk Fnd P 2023-02-15 2023-12-21 9155 9432 -277 -277 66.927 T Rowe PR Growth P 2022-03-25 2023-02-15 4688 6000 -1312 -1312 58.8 T Rowe PR Blue Chip P 2023-04-14 2023-12-21 8820 7153 1667 1667 10.026 Vanguard Inflation P 2023-02-15 2023-08-04 233 234 -1 -1 14.151 Vanguard Equity Fnd P 2023-04-25 2023-04-14 555 558 -3 -3 85.235 Vanguard Value Fnd P 2023-02-15 2023-12-21 4870 4799 71 71 209.127 Vanguard ST Fnd P 2021-10-13 2023-01-25 2108 2301 -193 -193 25.258 Vanguard Bond Fnd P 2021-10-13 2023-04-14 245 284 -39 -39 26.714 Am Funds Bond P 2021-10-13 2023-01-25 448 540 -92 -92 9.785 Am Funds New World P 2021-10-13 2023-04-14 706 905 -199 -199 222.566 MFS Intn Fnd P 2021-10-13 2023-04-14 4921 5617 -696 -696 71.044 MFS MId Cap Fnd P 2021-10-13 2023-04-14 1837 2340 -503 -503 320.469 T Rowe PR Stk P 2021-10-13 2023-02-15 22449 19963 2486 2486 29.337 T Rowe PR Mid Cap P 2021-10-13 2023-04-14 854 1046 -192 -192 292.053 T Rowe PR ST Bond P 2021-10-13 2023-01-25 1323 1408 -85 -85 512.306 Vanguard Equity Fnd P 2021-10-13 2023-02-15 44499 34939 9560 9560 185.904 Vanguard Inflation Fnd P 2021-10-13 2023-08-04 4321 5314 -990 -990 7.794 Vanguard Sm Cap Fnd P 2021-10-13 2023-12-21 600 581 19 19 42.055 Wasatch Growth Fnd P 2021-10-13 2023-01-25 3221 4472 -1251 -1251 25.956 Vanguard Index Fnd P 2021-10-13 2023-12-21 10126 10460 -334 -334 11516 201 166 166 166 1859 1859 1859 1693 1693 false false false false false false false true true IL true false false false false true N/A Elaine Hutchcroft 8155431606 4203 Tallwood Avenue Rockford IL 611146050 false false false false false false false false false 2020 2019 2018 2020 2019 2018 false false false false false false false false false false false false false Elaine Hutchcroft 4203 Tallwood Avenue Rockford IL 611146050 Trustee 003.00 5000 NONE NONE None 0 None 0 None 0 None 0 None None 300756 40235 0 340991 340991 5115 335876 16794 16794 166 166 16628 16628 16628 27800 27800 16628 2052 2022 3565 3940 7337 18916 27800 16628 11172 30088 0 2052 28036 2022 3565 3940 7337 11172 None None X Elkhart Christian Academy 25943 County Rd 22 Elkhart IN 46577 PC General Fund 500 Rockford Urban Ministries 201 Seventh St Rockford IL 61104 PC General Fund 1000 SCORE International Inc PO Box 9994 Chattanooga TN 37412 PC General Fund 2200 Friends of Fine Arts PO Box 605 Hampshire IL 60140 PC General Fund 3000 Central District Girls Softball PO Box 115 Hampshire IL 60140 PC General Fund 500 Cornerstone United Methodist Church 41 W 170 Russell Road Plato Center IL 60124 PC General Fund 5000 Westminster Presbyterian Church 2821 N Bell School Road Rockford IL 61107 PC General Fund 2000 Keep Northern Illinois Beautiful 4665 Hydraulic Road Rockford IL 61109 PC General Fund 1000 Cystic Fibrosis Foundation PO Box 97372 Washington DC 20090 PC General Fund 100 Jane Goodall Institute PO Box 97305 Washington DC 20090 PC General Fund 100 Special Olympics Illinois PO Box 699 Normal IL 61761 PC General Fund 100 Wild Ones 2285 Butte de Harts Beach RD Newark NJ 07192 PC General Fund 500 Northern Illinois Food Bank PO Box 5905 Carol Stream IL 60197 PC General Fund 2000 Rock River Valley Pantry 421 S Rockford Ave Rockford IL 61102 PC General Fund 2000 Environmental Defense Fund PO Box 98057 Washington DC 20077 PC General Fund 1000 The Salvation Army PO Box 5205 Harlan IA 51593 PC General Fund 1000 National Wildlife Federation PO Box 1582 Merrifield VA 22116 PC General Fund 200 National Park Foundation Po Box 17394 Baltimore MD 21297 PC General Fund 100 Rockford Rescue Mission 715 W State St Rockford IL 61110 PC General Fund 2000 United Way of Rock River Valley 612 N Main St Rockford IL 61103 PC General Fund 500 Severson Dells 8186 Montegue Road Rockford IL 61102 PC General Fund 1000 National Land Institute 320 S 3rd St Rockford IL 61104 PC General Fund 1000 Lifescape Community Services 705 Kilburn Ave Rockford IL 61101 PC General Fund 1000 27800 Community Foundation 7431 11516 Tax Refund 1693 20640 20640 4 According to the trust document, all incomeless an amount to pay expenses must be distributed to charitable institutions. 8 According to the trust document, all incomeless an amount to pay expenses must be distributed to charitable institutions. 11 According to the trust document, all incomeless an amount to pay expenses must be distributed to charitable institutions. false false false false false false false false false false X Accounting and tax preparation 3290 3290 3290 Election for Treatment of Unused Prior Year Corpus Distributions Pursuant to IRC Section 4942g3 and Election for Treatment of Unused Prior Year Corpus Distributions Pursuant to IRC Section 4942g)3) and Reg. 53.4942a)3c)2)iv) the Foundation elects to treat unused prior tax years distributions that were treated as corpus distributions as distributions from corpus in the current tax year. 1735 shares of Dodge Cox Income Fund 22488 21894 275 shares of Vanguard Value Index Fund 15454 16000 2484 shares of Vanguard ST Investment Fund 26782 25408 2022 shares of Vanguard Total Bond Index Fund 20860 19637 271 shares of Am Funds Capitol World Bond 5280 4487 124 shares of AM Funds New World 10491 9319 1161 shares of MFS International Diversification Fund 29015 25798 753 shares of MFS Mid Cap Fund 23358 21982 818 shares of T Rowe Price Mid Cap Fund 27772 25457 3903 shares of T Rowe Price ST Bond Fund 18508 17799 115 shares of Vanguard Index TR 500 40622 50678 148 shares of Vanguard Small Cap Fund 10570 11448 79 shares of Wasatch Core Growth Fund 7293 6983 45 shares of Vanguard Index Small Cap Fund 4605 4625 231 shares of Vanguard International Value Fund 9144 9341 76 shares of Dodge Cox Stock Fund 17573 18462 199 shares of TRowe Price Blue Chip Growth Fund 24230 29907 Federal Tax payment applied 1693 1693 1693 Rounding 2 Investment management services 3459 3459 3459 Foreign Tax Paid in 2023 94 94 94 Illinois Charity Bureau 15 15 15 Federal Tax Overpayment applied from 2022 1859 1859 1859