2022-10-12T10:32:21-05:00 2021-11-30 MARCUM LLP 10 MELVILLE PARK RD MELVILLE NY 11747 990PF 2020-12-01 311736689 THE NEUBERGER BERMAN FOUNDATION % MARIA ANGELOV NEUB 2124765570 1290 AVENUE OF THE AMERICA FL29 NEW YORK NY 10104 MARIA ANGELOV PRESIDENT 2124765570 2022-10-15 MARIA ANGELOV 999009999 MARLA ESAN P00367254 6314144000 2022-10-10 3 2020 2022-09-23 18:48:47Z X 9822514 X 882662 150607 150398 568040 4740259 646306 -1444 -1117 1599865 795587 0 132270 66135 0 61386 780 419 7269 4 6416 5559 614 146735 72117 0 62000 1350001 1350001 1496736 72117 0 1412001 103129 723470 49814 48039 48039 136770 115782 115782 628970 818108 818108 1754278 1643875 1643875 2322704 2338541 2338541 4167015 4767500 4767500 75310 90669 90669 9134861 9822514 9822514 98162 169066 98162 169066 X 9036699 9653448 9036699 9653448 9134861 9822514 9036699 103129 521160 9660988 7540 9653448 PUBLICLY TRADED SECURITIES- 1400 2849682 2655748 193934 193934 PUBLICLY TRADED SECURITIES- 3755 DONATED STK- TAX GAIN 78020 78020 78020 PUBLICLY TRADED SECURITIES- 4159 2178 1023 1155 1155 PUBLICLY TRADED SECURITIES- 6832 377192 299453 77739 77739 PUBLICLY TRADED SECURITIES- 6831 1232676 1053200 179476 179476 NB EMPLYEE TRINITY- PASS THROUGH- L/T 12619 12619 12619 NB EMPLYEE TRINITY- PASS THROUGH- S/T 295 295 295 NB EMPLYEE TRINITY- PASS THROUGH - SECTION 1231 339 -339 -339 646306 10056 10056 10056 1987 0 1987 44 8113 false false false false true true false true true DE NY true false false false false true MARIA ANGELOV 2124765570 1290 AVENUE OF THE AMERICAS NEW YORK NY 10104 false false false true false false false false false false false false false false false false false true false false true false false false false DAVID PEDOWITZ 1290 AVENUE OF THE AMERICAS NEW YORK NY 10104 TREASURER 2.0 0 0 0 ALLISON SALOY 1290 AVENUE OF THE AMERICAS NEW YORK NY 10104 DIRECTOR 1.0 0 0 0 MARIA ANGELOV 1290 AVENUE OF THE AMERICAS NEW YORK NY 10104 president 20.0 0 0 0 HEATHER ZUCKERMAN 1290 AVENUE OF THE AMERICAS NEW YORK NY 10104 DIRECTOR 1.0 0 0 0 JENNIFER LAIRD 1290 AVENUE OF THE AMERICAS NEW YORK NY 10104 DIRECTOR 1.0 0 0 0 STEVE WRIGHT 1290 AVENUE OF THE AMERICAS NEW YORK NY 10104 DIRECTOR 1.0 0 0 0 CHRYSTELLE CHARLES-BARRAL 1290 AVENUE OF THE AMERICAS NEW YORK NY 10104 DIRECTOR 1.0 0 0 0 SEAN WILLIAMSON 1290 AVENUE OF THE AMERICAS NEW YORK NY 10104 EXECUTIVE DIRECTOR 5.0 0 0 0 PATRICIA MILLER ZOLLAR 1290 AVENUE OF THE AMERICAS NEW YORK NY 10104 DIRECTOR 1.0 0 0 0 BRIAN JONES 1290 AVENUE OF THE AMERICAS NEW YORK NY 10104 DIRECTOR 1.0 0 0 0 MARCUM LLP 1O MELVILLE PARK RD MELVILLE NY 11747 ACCOUNTING SERVICES 95770 9406721 329235 228951 9964907 0 9964907 149474 9815433 490772 490772 10056 10056 480716 480716 480716 1412001 0 0 0 0 1412001 0 1412001 480716 0 2018 2017 2016 0 607214 668956 880848 914922 1163902 4235842 1412001 0 480716 931285 5167127 0 0 0 0 607214 4559913 668956 880848 914922 1163902 931285 NA X SEE STATEMENT E SEE STATEMENT E NEW YORK NY 10104 none PC SEE STATEMENT E 1350000 PASS THROUGH K-1 CONTRIBUTIONS PASS THROUGH K-1 NEW YORK NY 10104 NONE PC PASS THROUGH K-1: 50% CONTRIBUTIONS 1 1350001 900099 209 14 150398 900099 406 18 567634 PASS THRU K-1: ORDINARY INCOME -260 18 PASS THRU K-1: RENTAL INCOME -1 18 PASS THRU K-1: ROYALTY INCOME -2 18 274 PASS THRU K-1: OTHER INCOME -64 18 -1391 PASS THRU K-1: OTHER LOSS 18 3 288 716915 717203 false false false false false false false false false false X X 1 NEUBERGER BERMAN GROUP 1290 Avenue of the Americas NEW YORK NY 10104 596996 X 2 MARVIN SCHWARTZ 1290 AVENUE OF THE AMERICAS NEW YORK NY 10104 200000 X 3 JAMES BAKER 1290 AVENUE OF THE AMERICAS NEW YORK NY 10104 9954 X 4 JUDITH M VALE 1290 AVENUES OF THE AMERICAS NEW YORK NY 10104 24696 X 5 Robert D'Alelio 1290 AVENUES OF THE AMERICAS new york NY 10104 25215 X 6 sandy pomeroy 1290 Avenue of the Americas 39th F New York NY 10104 24977 X ACCOUNTING FEES 132270 66135 61386 MARCUM LLP ACCOUNTING SERVICES PUBLICLY TRADED SECURITIES- 3755- L/T BOOK LOSS 84190 84841 -651 CORPORATE FIXED INC-SEE C & C2 2338541 2338541 MARKETABLE SEC:STMT B AND B2 1643875 1643875 818108 818108 MUTUAL FUNDS- SEE STATEMENT D FMV 4440981 4440981 MASTER LIMITED PARTNERSHIP FMV 8137 8137 INV IN TRINITY FUND FMV 318382 318382 LEGAL FEES ACCRUED INTEREST & DIV REC 6823 4653 4653 DUE FROM BROKER 68487 86016 86016 DEFERRED FEDERAL EXCISE TAX 7540 MISCELLANEOUS EXPENSES 1652 1652 NYS FILING FEES 275 275 DE REGISTERED AGENT 172 172 PASS THRU K-1: OTHER DED 3990 3907 PASS THRU K-1: MISCELLANEOUS 7 7 PUBLICATION NOTICE 320 160 PASS THRU K-1: ORDINARY INCOME -260 PASS THRU k-1: RENTAL INCOME -1 PASS THRU K-1: ROYALTY INCOME 272 274 PASS THRU K-1: OTHER INCOME (LOSS) -1455 -1391 UNREALIZED GAINS/LOSSES ON INVESTMENTS 505711 PARTNERSHIP BOOK TO TAX ADJUSTMENT 15449 DEFERRED FED EXCISE TAX 22211 29751 FEDERAL EXCISE TAX PAYABLE 2576 8067 DUE TO BROKER- PURCHASES IN TRANSIT 73375 131248 FEDERAL EXCISE TAX 7265 FOREIGN TAX WITHHOLDING EXP 4 4