BETA

STANLEY MARION PAUL AND EDWARD BERGMAN FAMILY FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
STANLEY MARION PAUL AND EDWARD BERGMAN FAMILY FOUNDATION (EIN 47-4586203)
Tax period
2018-07-01 to 2019-06-30
Filed
2019-11-15
IRS object ID
201903199349101965
Schema version
2018v3.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-11-15T11:02:21-06:00ReturnTs
Tax Period End2019-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN132736285PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DDK & COMPANY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE PENN PLAZA SUITE 440AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10119ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN474586203EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1STANLEY MARION PAUL AND EDWARD BERGMANBusinessNameLine1Txt
Business Name Line2FAMILY FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlSTANBusinessNameControlTxt
Phone2124535812PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1102 EAST 30TH STREET NO LLAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10016ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonEDWARD J BERGMANPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2124535811PhoneNum
Signature2019-11-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonNICHOLAS NESIPreparerPersonNm
PTINP01382112PTIN
Phone2129970600PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address38.105.226.114IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-11-13IPDt
IP Tm15:09:45IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdC6DC463520C71B8EDD52EBDEFFD7743A2F791515AtSubmissionCreationDeviceId
At Submission Filing Device Id02C72D8EC783262BCB4E750F9F5F7B95123FD467AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-04-17 16:48:07ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$11,762,755FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$45,319ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$214,722DividendsRevAndExpnssAmt
Dividends Net Invst Incm$214,722DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$4,345,657NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$8,179,142GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$4,345,657CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$4,605,698TotalRevAndExpnssAmt
Total Net Invst Incm$4,560,379TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$6,095AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$6,095AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$36,841OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$36,841OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$56,257TaxesRevAndExpnssAmt
Taxes Net Invst Incm$3,287TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$312OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$312OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$99,505TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$40,128TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$6,407TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$531,650ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$531,650ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$631,155TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$40,128TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$538,057TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$3,974,543ExcessRevenueOverExpensesAmt
Net Investment Income$4,520,251NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$226,165CashBOYAmt
Cash EOY$179,575CashEOYAmt
Cash EOYFMV$179,575CashEOYFMVAmt
Sav And Temp Cash Invst EOY$4,053,008SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$4,053,846SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$820,162USGovernmentObligationsBOYAmt
US Government Obligations EOY$728,712USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$708,046USGovtObligationsEOYFMVAmt
Corporate Stock BOY$6,363,494CorporateStockBOYAmt
Corporate Stock EOY$6,334,409CorporateStockEOYAmt
Corporate Stock EOYFMV$6,457,986CorporateStockEOYFMVAmt
Corporate Bonds BOY$142,020CorporateBondsBOYAmt
Corporate Bonds EOY$270,511CorporateBondsEOYAmt
Corporate Bonds EOYFMV$274,072CorporateBondsEOYFMVAmt
Other Investments BOY$89,260OtherInvestmentsBOYAmt
Other Investments EOY$89,230OtherInvestmentsEOYAmt
Other Investments EOYFMV$89,230OtherInvestmentsEOYFMVAmt
Total Assets BOY$7,641,101TotalAssetsBOYAmt
Total Assets EOY$11,655,445TotalAssetsEOYAmt
Total Assets EOYFMV$11,762,755TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$7,641,101RetainedEarningBOYAmt
Retained Earning EOY$11,655,445RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$7,641,101TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$11,655,445TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$7,641,101TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$11,655,445TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$7,641,101TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$3,974,543ExcessRevenueOverExpensesAmt
Other Increases$39,801OtherIncreasesAmt
Subtotal$11,655,445SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$11,655,445TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
JPMORGAN #F37175000P2019-06-30$2,841,144$2,906,961-$65,817-$65,817
MORGAN STANLEYP2019-06-30$837,708$871,961-$34,253-$34,253
HENRY SCHEIN INC.D2018-11-07$763,889$9,244$754,645$754,645
HENRY SCHEIN INC.D2018-11-30$1,867,879$22,137$1,845,742$1,845,742
HENRY SCHEIN INC.D2019-06-04$1,868,522$23,182$1,845,340$1,845,340
FieldValueIRS element (for citing)
Capital Gain Net Income$4,345,657CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$463,354AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$8,069,357NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.057421DistributionYr1Rt
Adjusted Qlfy Distri Yr2$207,348AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$4,922,877NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.042119DistributionYr2Rt
Adjusted Qlfy Distri Yr3$143,159AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,848,847NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.077432DistributionYr3Rt
Adjusted Qlfy Distri Yr4$0AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$0NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.000000DistributionYr4Rt
Total Distribution0.176972TotalDistributionRt
Average Distribution0.044243AverageDistributionRt
Net Vl Noncharitable Assets$9,445,797NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$417,910AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$45,203NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$463,113AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$538,057QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$45,203InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$45,203SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$45,203TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$56,446EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$56,446TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$11,243OverpaymentAmt
Applied To ES Tax$11,243AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1STANLEY MARION PAUL & EDWARD BERGMAN FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2124535814PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1102 EAST 30TH STREET LOWER LEVELAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10016ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
STANLEY M BERGMAN
C/O 102 EAST 30TH STREET LOWERLEVELNEW YORKNY10016DIRECTOR & CO-CHAIRMAN OF1.00$0$0$0
MARION J BERGMAN
C/O 102 EAST 30TH STREET LOWERLEVELNEW YORKNY10016DIRECTOR & CO-CHAIRMAN OF1.00$0$0$0
PAUL I BERGMAN
C/O 102 EAST 30TH STREET LOWERLEVELNEW YORKNY10016DIRECTOR, CO-PRESIDENT & T1.00$0$0$0
EDWARD J BERGMAN
C/O 102 EAST 30TH STREET LOWERLEVELNEW YORKNY10016DIRECTOR, CO-PRESIDENT & S2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$9,372,793AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$216,849AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$9,589,642TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$9,589,642AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$143,845CashDeemedCharitableAmt
Net Vl Noncharitable Assets$9,445,797NetVlNoncharitableAssetsAmt
Minimum Investment Return$472,290MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$472,290MinimumInvestmentReturnAmt
Tax Based On Investment Income$45,203TaxBasedOnInvestmentIncomeAmt
Total Tax$45,203TotalTaxAmt
Distributable Before Adj$427,087DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$427,087DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$427,087DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$538,057ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$538,057QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$45,203PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$492,854AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$427,087DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$92,423ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$86,537ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$62,876ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$241,836TotalExcessDistributionCyovAmt
Qualifying Distributions$538,057QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$427,087AppliedToCurrentYearAmt
Remaining Distri From Corpus$110,970RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$352,806TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$352,806ExcessDistriCyovToNextYrAmt
Excess From Year3$92,423ExcessFromYear3Amt
Excess From Year2$86,537ExcessFromYear2Amt
Excess From Year1$62,876ExcessFromYear1Amt
Excess From Current Year$110,970ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerSTANLEY M BERGMANContributingManagerNm
Contributing ManagerMARION J BERGMANContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
AMERICAN ASSOCIATES BEN-GURION UNIVERSITY
1001 6TH AVENEW YORKNY10018PUBLIC CHARITYGENERAL USE$18,000
AMERICAN JEWISH COMMITTEE
165 E 56TH STREETNEW YORKNY10022PUBLIC CHARITYAFRICAN INSTITUTE GLOBAL FORUM$14,000
AMERICAN JEWISH WORLD SERVICE
45 W 36TH STREET 11NEW YORKNY10018PUBLIC CHARITYGENERAL USE$50,000
AUGUSTANA UNIVERSITY
2001 S SUMMIT AVESIOUX FALLSSD57197PUBLIC CHARITYFOR THE GREGORY J. DUERKSEN MEMORIAL FUND$1,800
AUTISM SPEAKS
1 EAST 33RD STREET 4TH FLOORNEW YORKNY10016PUBLIC CHARITYGENERAL USE$2,500
BROTHERHOOD SYNAGOGUE
28 GRAMERCY PARK SNEW YORKNY10003PUBLIC CHARITYGENERAL USE$20,000
CAPE VERDE JEWISH HERITAGE PROJECT INC
400 MASSACHUSETTS AVE NW 812WASHINGTONDC20001PUBLIC CHARITYGENERAL USE$2,500
CENTRAL SYNAGOGUE
652 LEXINGTON AVENEW YORKNY10022PUBLIC CHARITYGENERAL USE$10,000
CENTURY FOR THE CURE
PO BOX 4129WARRENNJ07059PUBLIC CHARITYIN HONOR OF CRAIG NESSEL'S BIKE RIDE$1,000
CHARITY WATER
40 WORTH STREETNEW YORKNY10013PUBLIC CHARITYGENERAL USE$1,800
CHORDOMA FOUNDATION
PO BOX 2127DURHAMNC27702PUBLIC CHARITYGENERAL USE$2,000
CORNERSTONE FAMILY PROGRAMS
80 WASHINGTON STMORRISTOWNNJ07960PUBLIC CHARITYGENERAL USE$5,000
FRIENDS OF THE STUDENTS FOR 60000
16 STONY HOLLOW ROADCENTERPORTNY11721PUBLIC CHARITYTO SUPPORT 2018 TRIP TO NICARAGUA$1,000
FUND FOR THE CITY OF NEW YORK
121 6TH AVENUE 6NEW YORKNY10013PUBLIC CHARITYFOR ALLOCATION TO WISE$2,000
GLOBAL DIGNITY
1285 AVENUE OF THE AMEIRCASNEW YORKNY10019PUBLIC CHARITYGENERAL USE$5,000
HEBREW ACADEMY OF NASSAU COUNTY
25 COUNTRY DRIVEPLAINVIEWNY11803PUBLIC CHARITYGENERAL USE$3,600
HENRY SCHEIN CARES FOUNDATION
135 DURYEA ROADMELVILLENY11747PUBLIC CHARITYTO SUPPORT HURRICANE HARVEY EMERGENCY$10,000
HILLEL INTERNATIONAL
800 EIGHTH STREET NWWASHINGTONDC20001PUBLIC CHARITYGENERAL USE$5,000
LONG ISLAND BULLDOG RESCUE
PO BOX 239STONY BROOKNY11790PUBLIC CHARITYGENERAL USE$1,000
MIRACLE CORNERS OF THE WORLD
102 EAST 30TH STREET LOWER LEVELNEW YORKNY10016PUBLIC CHARITYGENERAL USE$212,500
MOUNT FREEDOM JEWISH CENTER
1209 SUSSEX TURNPIKERANDOLPHNJ07869PUBLIC CHARITYGENERAL USE$10,500
NEW HERITAGE THEATRE GROUP
229 W 135TH STREETNEW YORKNY10030PUBLIC CHARITYIN HONOR OF THANDI BREWER/TSIDII LOKA PROJECT$500
NEW URBAN ARTS
705 WESTMINSTER STREETPROVIDENCERI02903PUBLIC CHARITYGENERAL USE$5,000
NEW YORK UNIVERSITY SCHOOL OF PROFESSIONAL STUDIES
7 E 12TH STNEW YORKNY10003PUBLIC CHARITYFOR THE PAUL & BUNNY GROSSINGER SCHOLARSHIP$10,000
NURSES WITH GLOBAL IMPACT INC
800 FIFTH AVENUE 20CNEW YORKNY10065PUBLIC CHARITYGENERAL USE$2,500
NYC MISSION SOCIETY
646 MALCOLM X BLVDNEW YORKNY10037PUBLIC CHARITYGENERAL USE$2,500
OUR PLACE
44 WALL STREET 2ND FLNEW YORKNY10005PUBLIC CHARITYGENERAL USE$1,000
POP WARNER LITTLE SCHOLARS INC
586 MIDDLETOWN BLVD SUITE CLANGHORNEPA19047PUBLIC CHARITYGENERAL USE$500
RUBIN MUSEUM OF ART
150 W 17TH STREETNEW YORKNY10011PUBLIC CHARITYGENERAL USE$1,000
SHARED INTEREST
121 W 27TH STREET SUITE 805NEW YORKNY10001PUBLIC CHARITYGENERAL USE$30,000
SOLOMON SCHECHTER SCHOOL OF WESTCHESTER
30 DELLWOOD ROADWHITE PLAINSNY10605PUBLIC CHARITYGENERAL USE$43,200
STONY BROOK FOUNDATION INC
230 ADMINISTRATION STONY BROOKSTONY BROOKNY11794PUBLIC CHARITYGENERAL USE$8,750UNIVERSITY
TEMPLE BETH EL OF HUNTINGTON
660 PARK AVEHUNTINGTONNY11743PUBLIC CHARITYGENERAL USE$7,000
THE LEUKEMIA & LYMPHOMA SOCIETY
3 INTERNATIONAL DRIVE SUITE 200RYE BROOKNY10573PUBLIC CHARITYGENERAL USE$5,000
THE NEW 42ND STREET INC
229 W 42ND STREETNEW YORKNY10036PUBLIC CHARITYGENERAL USE$2,500
THE SYNERGOS INSTITUTE INC
3 E 54TH STNEW YORKNY10022PUBLIC CHARITYGENERAL USE$25,000
UJA-FEDERATION OF NEW YORK
130 E 59TH STNEW YORKNY10022PUBLIC CHARITYGENERAL USE$5,000
WAUKESHA COUNTY COMMUNITY FOUNDATION
2727 N GRANDVIEW BLVD 301WAUKESHAWI53188PUBLIC CHARITYGENERAL USE$2,500
WORLD MUSIC PRODUCTIONS INC
220 36TH STREET UNIT 58BROOKLYNNY11232PUBLIC CHARITYGENERAL USE$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$531,650TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$214,722ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$4,345,657ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$4,560,379ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$4,560,379TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (3 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionInd
STANLEY M BERGMAN
1845 UNITED NATIONS PLAZA APT 87ANEW YORKNY100173539$1,256,775Yes (X)
MARION BERGMAN
2845 UNITED NATIONS PLAZA APT 87ANEW YORKNY100173539$610,657Yes (X)
STANLEY M BERGMAN
3845 UNITED NATIONS PLAZA APT 87ANEW YORKNY100173539$1,785,273Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
118,996 SHARES OF HENRY SCHEIN INC. STOCK.$1,256,7752019-06-04
29,230 SHARES OF HENRY SCHEIN INC. STOCK.$610,6572019-06-04
321,023 SHARES OF HENRY SCHEIN INC. STOCK$1,785,2732018-11-13

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$6,095Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$6,095DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondMORGAN STANLEY - CORPORATE NOTESBondNm
EOY Book Value$270,511EOYBookValueAmt
EOYFMV$274,072EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
JPMORGAN #F37175000$2,893,893$2,912,186
MORGAN STANLEY - STOCKS, ETFS$3,440,516$3,545,800

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$238,953USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$239,911USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$489,759StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$468,135StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMORGAN STANLEY - MUTUAL FUNDCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$89,230BookValueAmt
EOYFMV$89,230EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FILING FEES$250$0$250
PERMITS$62$0$62

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
MUNICIPAL INTEREST INCOME$36,631
UNREALIZED GAIN$3,170

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$36,841Amt
Net Investment Income$36,841NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$3,287$3,287$0
EXCISE TAX$52,970$0$0

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