2025-07-13T09:45:18-00:00 2024-12-31 990PF 2024-01-01 367335224 Bergmann Benjamin Moore Perpetual Trust Elaine Hutchcroft TTEE BERG 44W775 Ramm Road Maple Park IL 601518658 Elaine Hutchcroft Trustee 2025-07-13 false true Henry Espensen P01324688 8155402037 2025-07-13 X 2024 2025-03-06 01:10:19Z X X 333009 X 7591 7591 7591 12148 50939 12148 12 1693 1693 21432 21432 7603 5000 5000 5000 3425 3425 3425 3453 3453 3453 1817 1817 1817 13695 13695 13695 0 34750 34750 48445 13695 13695 34750 -27013 7737 19599 28393 28393 251 250 251 314045 278237 304616 333894 306881 333009 0 X 333894 306881 333894 306881 333894 306881 333894 -27013 306881 306881 602 VanguardSMLCapAOM P 2023-12-21 2024-04-24 625 613 12 12 200 Vanguard Fixed Income P 2020-08-19 2024-04-24 2022 2198 -176 -176 16.06 Vanguard Index 500 P 2020-05-25 2024-04-24 7500 5873 1627 1627 3.005 Vanguard Index 500 P 2021-01-11 2024-01-03 1580 1054 526 526 130.279 Vanguard Total Bond P 2021-10-13 2024-04-24 1213 1466 -253 -253 12.706 AmFunds Cap World B P 2021-10-13 2024-04-24 200 254 -54 -54 16.476 AmFunds New World P 2021-10-13 2024-04-24 1280 1523 -243 -243 9.643 DodgeCox Stock Fund P 2023-02-15 2024-04-24 2436 2235 201 201 100 MFS Intl Diversified P 2021-10-13 2024-04-24 2272 2524 -252 -252 99.615 MFS MId Cap Growth P 2021-10-13 2024-04-24 3064 3281 -217 -217 124.561 T Rowe Price Md Cap P 2021-10-13 2024-04-24 4140 4442 -302 -302 26.563 T Rowe Price Blue Chip P 2023-04-14 2024-04-24 4400 3231 1169 1169 14.985 T Rowe Price Blue Chip P 2023-04-14 2024-01-03 2852 1822 1030 1030 310 T Rowe Price ST Bond P 2021-10-13 2024-04-24 1408 1494 -86 -86 14.545 Vanguard Small Cap P 2021-10-13 2024-04-24 1144 1086 58 58 29.971 Vanguard Trustees Eq P 2023-01-25 2024-04-24 1230 1183 47 47 36.485 Vanguard Value Index P 2023-02-15 2024-04-24 2252 2054 198 198 106 VtechCore Growth P 2021-10-13 2024-04-24 913 1127 -214 -214 100.247 DodgeCox Income P 2019-01-08 2024-04-24 1219 1331 -112 -112 12148 1042 108 108 108 1693 1693 1693 1585 1585 false false false false false true true IL false false false false true N/A Elaine Hutchcroft 8155431606 44W775 Ramm Road Maple Park IL 601518658 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 44W775 Ramm Road Maple Park IL 601518658 Trustee 003.00 5000 NONE NONE None 0 None 0 None 0 None 0 None None 287078 34259 0 321337 321337 4820 316517 15826 15826 108 108 15718 15718 15718 34750 34750 15718 2022 3565 3940 7337 11172 28036 34750 15718 19032 47068 0 2022 45046 3565 3940 7337 11172 19032 None None X Westminster Presbyterian Church 2821 N Bell School Road Rockford IL 61107 PC General Fund 20050 Elkhart Christian Academy 25943 County Rd 22 Elkhart IN 46577 PC General Fund 10000 Friends of Fine Arts PO Box 605 Hampshire IL 60140 PC General Fund 3000 Christ United Methodist Churcxh 100 W Jefferson St Ottawa IL 61350 PC General Fund 1000 Central District Girls Softball PO Box 115 Hampshire IL 60140 PC General Fund 500 National Wildlife Federation PO Box 1582 Merrifield VA 22116 PC General Fund 200 34750 Community Foundation 7591 12148 Tax Refund 1693 21432 21432 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 3425 3425 3425 Treatment of Qualifying Distributions Election Pursuant to IRC Section 4942h2and Reg. 53.4942a-3d2, Treatment of Qualifying Distributions Election Pursuant to IRC Section 4942h)2)and Reg. 53.4942a)3d)2) the Foundation elects to treat qualifying distributions not treated as made out of the undistributed income of the immediately preceding tax year as made out of Corpus. 1635 shares of Dodge Cox Income Fund 21157 20237 283 shares of Vanguard Value Index Fund 13400 15718 2348 shares of Vanguard ST Investment Fund 25265 24216 1923 shares of Vanguard Total Bond Index Fund 19694 18226 257 shares of Am Funds Capitol World Bond 4910 4019 108 shares of AM Funds New World 8968 8301 1061 shares of MFS International Diversification Fund 26491 24244 668 shares of MFS Mid Cap Fund 20571 20980 703 shares of T Rowe Price Mid Cap Fund 23654 22368 3713 shares of T Rowe Price ST Bond Fund 17571 17081 96 shares of Vanguard Index TR 500 33695 52191 133 shares of Vanguard Small Cap Fund 9485 11369 71 shares of Wasatch Core Growth Fund 6366 6508 39 shares of Vanguard Index Small Cap Fund 3992 4519 201 shares of Vanguard International Value Fund 7960 7569 68 shares of Dodge Cox Stock Fund 15882 17532 158 shares of TRowe Price Blue Chip Growth Fund 19176 29538 Federal Tax payment applied 1693 1693 Investment management services 3453 3453 3453 Foreign Tax Paid in 2023 109 109 109 Illinois Charity Bureau 15 15 15 Federal Tax Overpayment applied from 2023 1693 1693 1693