STANLEY MARION PAUL AND EDWARD BERGMAN FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- STANLEY MARION PAUL AND EDWARD BERGMAN FAMILY FOUNDATION (EIN 47-4586203)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-14
- IRS object ID
- 202501349349101665
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-14T08:58:04-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 113266576 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRASSI & CO CPA'S PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 360 MADISON AVENUE 7TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 474586203 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STANLEY MARION PAUL AND EDWARD BERGMAN | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STAN | BusinessNameControlTxt |
| Phone | 2124535814 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 102 EAST 30TH STREET LL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10016 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EDWARD J BERGMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2124535811 | PhoneNum |
| Signature | 2025-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROZLEEN GIWANI | PreparerPersonNm |
| PTIN | P01402631 | PTIN |
| Phone | 2126616166 | PhoneNum |
| Preparation | 2025-05-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $18,198,399 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $535,989 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $535,989 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$10,924 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,504,828 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $525,065 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $535,989 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,069 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,535 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,534 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $49,449 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $49,449 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $42,502 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $380 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,150 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,936 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $102,170 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $52,364 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,470 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $842,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $842,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $944,470 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $52,364 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $846,770 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$419,405 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $483,625 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,581,171 | CashBOYAmt |
| Cash EOY | $1,574,349 | CashEOYAmt |
| Cash EOYFMV | $1,574,349 | CashEOYFMVAmt |
| Corporate Stock BOY | $8,107,580 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,086,286 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,584,135 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $6,367,764 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $6,774,892 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $6,758,136 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $82,500 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $250,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $281,779 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $17,139,015 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,685,527 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $18,198,399 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $17,139,015 | RetainedEarningBOYAmt |
| Retained Earning EOY | $16,685,527 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $17,139,015 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,685,527 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $17,139,015 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,685,527 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $17,139,015 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$419,405 | ExcessRevenueOverExpensesAmt |
| Other Increases | $10,434 | OtherIncreasesAmt |
| Subtotal | $16,730,044 | SubtotalAmt |
| Other Decreases | $44,517 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $16,685,527 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| JPM # 6006 | P | $1,556,168 | $1,555,760 | $408 | $408 |
| MS MGMG | P | $58 | $58 | $58 | |
| JPM # 6006 | P | $112,214 | $130,000 | -$17,786 | -$17,786 |
| JPM # 7004 | P | $836,388 | $829,992 | $6,396 | $6,396 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$10,924 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,722 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,722 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,722 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $17,122 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $17,122 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $10,400 | OverpaymentAmt |
| Applied To ES Tax | $10,400 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STANLEY MARION PAUL & EDWARD BERGMAN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2124535814 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 102 EAST 30TH STREET LOWER LEVEL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| STANLEY M BERGMAN | |||||||||
| C/O 102 EAST 30TH STREET LOWER | LEVEL | NEW YORK | NY | 10016 | DIRECTOR & CO-CHAIRMAN OF | 1.00 | $0 | $0 | $0 |
| MARION J BERGMAN | |||||||||
| C/O 102 EAST 30TH STREET LOWER | LEVEL | NEW YORK | NY | 10016 | DIRECTOR & CO-CHAIRMAN OF | 1.00 | $0 | $0 | $0 |
| PAUL I BERGMAN | |||||||||
| C/O 102 EAST 30TH STREET LOWER | LEVEL | NEW YORK | NY | 10016 | DIRECTOR, CO-PRESIDENT & T | 1.00 | $0 | $0 | $0 |
| EDWARD J BERGMAN | |||||||||
| C/O 102 EAST 30TH STREET LOWER | LEVEL | NEW YORK | NY | 10016 | DIRECTOR, CO-PRESIDENT & S | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,803,707 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,728,844 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,532,551 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $17,532,551 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $262,988 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,269,563 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $863,478 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $863,478 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,722 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,722 | TotalTaxAmt |
| Distributable Before Adj | $856,756 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $856,756 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $856,756 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $846,770 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $846,770 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $856,756 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $81,331 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $81,331 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $846,770 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $846,770 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $9,986 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $9,986 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $71,345 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $71,345 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $71,345 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | STANLEY M BERGMAN | ContributingManagerNm |
| Contributing Manager | MARION J BERGMAN | ContributingManagerNm |
| Contributing Manager | PAUL I BERGMAN | ContributingManagerNm |
| Contributing Manager | EDWARD J BERGMAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ALVIN AILEY AMERICAN DANCE THEATER THE JOAN WEILL CENTER FOR DANCE | |||||||
| 405 WEST 55TH STREET | NEW YORK | NY | 10019 | PUBLIC CHARITY | GENERAL USE | $2,750 | |
| AMERICAN FRIENDS OF TEL AVIV UNIVERSITY | |||||||
| 8 WEST 40TH STREET 8TH FLOOR | NEW YORK | NY | 10018 | PUBLIC CHARITY | GENERAL USE | $10,000 | |
| AMERICAN JEWISH COMMITTEE | |||||||
| 165 E 56TH STREET | NEW YORK | NY | 10022 | PUBLIC CHARITY | GENERAL USE | $150,000 | |
| AMERICAN JEWISH WORLD SERVICE | |||||||
| 45 W 36TH ST 11 | NEW YORK | NY | 10018 | PUBLIC CHARITY | GENERAL USE | $100,000 | |
| BROTHERHOOD SYNAGOGUE | |||||||
| 28 GRAMERCY PARK S | NEW YORK | NY | 10003 | PUBLIC CHARITY | GENERAL USE | $11,000 | |
| CHORDOMA FOUNDATION | |||||||
| PO BOX 2127 | DURHAM | NC | 27702 | PUBLIC CHARITY | GENERAL USE | $50,000 | |
| CONGREGATION BETH SHALOM SEATTLE | |||||||
| 6800 35TH AVENUE NE | SEATTLE | WA | 98115 | PUBLIC CHARITY | GENERAL USE | $10,000 | |
| FORDHAM UNIVERSITY | |||||||
| 45 COLUMBUS AVENUE 8TH FLOOR | NEW YORK | NY | 10023 | PUBLIC CHARITY | SCHOLARSHIP FUND | $7,500 | |
| FRIENDS OF THE STUDENTS FOR 60000 | |||||||
| 16 STONY HOLLOW ROAD | CENTERPORT | NY | 11721 | PUBLIC CHARITY | GENERAL USE | $2,500 | |
| GOTTESMAN RTW ACADEMY | |||||||
| 146 DOVER CHESTER ROAD | RANDOLPH | NJ | 07869 | PUBLIC CHARITY | GENERAL USE | $3,600 | |
| GREATER QUEENS (NY) CHAPTER OF THE LINKS INCORPORATED | |||||||
| PO BOX 110295 | CAMBRIA HEIGHTS | NY | 11411 | PUBLIC CHARITY | GENERAL USE | $1,250 | |
| HEBREW ACADEMY OF LONG BEACH | |||||||
| 132 SPRUCE STREET | CEDARHURST | NY | 11516 | PUBLIC CHARITY | GENERAL USE | $3,600 | |
| INDEPENDENT CURATORS INTERNATIONAL | |||||||
| 401 BROADWAY 1620 | NEW YORK | NY | 10013 | PUBLIC CHARITY | GENERAL USE | $5,000 | |
| ISRAEL POLICY FORUM | |||||||
| 355 LEXINGTON AVE 14TH FLOOR | NEW YORK | NY | 10017 | PUBLIC CHARITY | GENERAL USE | $100,000 | |
| KBY CONGREGATIONS TOGETHER INC | |||||||
| PO BOX 23170 | BROOKLYN | NY | 11202 | PUBLIC CHARITY | GENERAL USE | $5,000 | |
| LUMIND IDSC FOUNDATION | |||||||
| 20 BURLINGTON MALL RD STE 200 | BURLINGTON | MA | 01803 | PUBLIC CHARITY | GENERAL USE | $2,500 | |
| MIRACLE CORNERS OF THE WORLD INC | |||||||
| 102 EAST 30TH STREET LOWER LEVEL | NEW YORK | NY | 10016 | PUBLIC CHARITY | GENERAL USE | $40,000 | |
| NATIONAL BREAST CANCER COALITION | |||||||
| 2001 L STREET NW SUITE 500 | WASHINGTON | DC | 20036 | PUBLIC CHARITY | GENERAL USE | $12,500 | |
| NEW ISRAEL FUND | |||||||
| 6 EAST 39TH STREET SUITE 301 | NEW YORK | NY | 10016 | PUBLIC CHARITY | GENERAL USE | $2,500 | |
| NEW YORK ROAD RUNNERS INC YCS DONATIONS TEAM FOR KIDS | |||||||
| PO BOX 22171 | NEW YORK | NY | 10087 | PUBLIC CHARITY | GENERAL USE | $10,000 | |
| NYU AFRICA HOUSE | |||||||
| 44 WASHINGTON MEWS | NEW YORK | NY | 10003 | PUBLIC CHARITY | GENERAL USE | $12,500 | |
| NYU BRONFMAN CENTER | |||||||
| 7 E 10TH STREET | NEW YORK | NY | 10003 | PUBLIC CHARITY | GENERAL USE | $20,000 | |
| NYU SCHOOL OF PROFESSIONAL STUDIES | |||||||
| 7 E 12TH STREET | NEW YORK | NY | 10003 | PUBLIC CHARITY | GENERAL USE | $5,000 | |
| SHARED INTEREST | |||||||
| 121 W 27TH STREET SUITE 805 | NEW YORK | NY | 10001 | PUBLIC CHARITY | GENERAL USE | $35,000 | |
| THE ABRAHAM JOSHUA HESCHEL SCHOOL | |||||||
| 20 WEST END AVE | NEW YORK | NY | 10023 | PUBLIC CHARITY | GENERAL USE | $32,500 | |
| THE AFRICA-AMERICA INSTITUTE | |||||||
| 60 EAST 42ND STREET SUITE 1700 | NEW YORK | NY | 10165 | PUBLIC CHARITY | GENERAL USE | $7,500 | |
| THE GREY FOUNDATION AMERICAS INC | |||||||
| 152 WEST 57TH STREET 42ND FLOOR | NEW YORK | NY | 10019 | PUBLIC CHARITY | MUSIC AND ART CENTRE OF THE GREY SCHOOL | $150,000 | |
| THE IDEAL SCHOOL OF MANHATTAN | |||||||
| 314 W 91ST ST | NEW YORK | NY | 10024 | PUBLIC CHARITY | GENERAL USE | $2,500 | |
| THE LEFELL SCHOOL | |||||||
| 555 W HARTSDALE AVE | HARTSDALE | NY | 10530 | PUBLIC CHARITY | GENERAL USE | $24,000 | |
| THE NEW 42ND STREET INC | |||||||
| 229 W 42ND STREET | NEW YORK | NY | 10036 | PUBLIC CHARITY | GENERAL USE | $2,500 | |
| UNION FOR REFORM JUDAISM | |||||||
| 733 THIRD AVENUE | NEW YORK | NY | 10017 | PUBLIC CHARITY | GENERAL USE | $10,000 | |
| WORLD CENTRAL KITCHEN | |||||||
| 200 MASSACHUSETTS AVENUE NW 7TH | WASHINGTON | DC | 20001 | PUBLIC CHARITY | FOOD AID | $5,000 | FLOOR |
| YEAR UP | |||||||
| 45 MILK STREET 9TH FLOOR | BOSTON | MA | 02109 | PUBLIC CHARITY | GENERAL USE | $2,500 | |
| YOUNG ISRAEL OF WEST HEMPSTEAD | |||||||
| 630 HEMPSTEAD AVENUE | WEST HEMPSTEAD | NY | 11552 | PUBLIC CHARITY | GENERAL USE | $3,600 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $842,300 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $535,989 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$10,924 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $525,065 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $525,065 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,069 | Amt |
| Net Investment Income | $2,535 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,534 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| JP MORGAN # 6006 BOND | $5,588,686 | $5,567,381 |
| JP MORGAN # 7004 BOND | $1,186,206 | $1,190,755 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MORGAN STANLEY - STOCKS, ETFS | $39,140 | $11,271 |
| JPMORGAN # 6006 | $8,047,146 | $9,572,864 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | JPMORGAN # 2001-ALTERNATIVE ASSETS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $250,000 | BookValueAmt |
| EOYFMV | $281,779 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER ADJUSTMENTS | Desc |
| Amt | $44,517 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $1,936 | $0 | $1,936 |
| ACCRUED INTREEST PAID | $2,671 | $0 | $0 |
| ADR FEES | $185 | $0 | $0 |
| BANK FEES | $188 | $0 | $0 |
| OFFICE FEES | $170 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FIRST REPUBLIC | Desc |
| Amt | $10,434 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $49,449 | Amt |
| Net Investment Income | $49,449 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $380 | $380 | $0 |
| EXCISE TAX | $42,122 | $0 | $0 |
Comments