STANLEY MARION PAUL AND EDWARD BERGMAN FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- STANLEY MARION PAUL AND EDWARD BERGMAN FAMILY FOUNDATION (EIN 47-4586203)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2019-05-15
- IRS object ID
- 201941359349101404
- Schema version
- 2017v2.3
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- 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 | 2019-05-15T09:55:28-05:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 132736285 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DDK & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PENN PLAZA SUITE 440 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10119 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | 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 | 2124535812 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 102 EAST 30TH STREET NO 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 | 2019-02-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NICHOLAS NESI | PreparerPersonNm |
| PTIN | P01382112 | PTIN |
| Phone | 2129970600 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.105.226.114 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-02-05 | IPDt |
| IP Tm | 11:16:10 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 870D1C4CA5CBB30E9C76981CAB07C5D66D51FA9C | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 2E6BD8E712AF049EC71DD2F436B703D7147FD7DA | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,208,510 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $9,244 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $171,686 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $171,686 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $14,000 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $44,614 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $14,000 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $194,930 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $185,686 | 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 |
| Legal Fees Rev And Expnss | $846 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $846 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,087 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,087 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $34,653 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $34,573 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $80 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $91,541 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,541 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,756 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $26 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,730 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $136,883 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $36,140 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,743 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $454,106 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $454,106 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $590,989 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $36,140 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $464,849 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$396,059 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $149,546 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $126,044 | CashBOYAmt |
| Cash EOY | $226,165 | CashEOYAmt |
| Cash EOYFMV | $226,165 | CashEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $820,162 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $807,678 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $6,038,413 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,363,494 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,944,264 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,866,734 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $142,020 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $141,173 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $89,260 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $89,230 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $8,031,191 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,641,101 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,208,510 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $8,031,191 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,641,101 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,031,191 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,641,101 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,031,191 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,641,101 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,031,191 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$396,059 | ExcessRevenueOverExpensesAmt |
| Other Increases | $17,778 | OtherIncreasesAmt |
| Subtotal | $7,652,910 | SubtotalAmt |
| Other Decreases | $11,809 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,641,101 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|
| JPMORGAN #F26197007 | P | 2018-06-30 | $9,961 | $9,961 | $9,961 | |
| JPMORGAN #F26197007 | P | 2018-06-30 | $21,007 | $21,007 | $21,007 | |
| JPMORGAN #B19082001 | P | 2018-06-30 | $5,585 | $5,585 | $5,585 | |
| JPMORGAN #B19082001 | P | 2018-06-30 | $446 | $446 | $446 | |
| JPMORGAN #F37175000 | P | 2018-06-30 | -$30,614 | -$30,614 | $30,614 | |
| JPMORGAN #F37175000 | P | 2018-06-30 | $6,475 | $6,475 | $6,475 | |
| MORGAN STANLEY | P | 2018-06-30 | $1,140 | $1,140 | $1,140 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $14,000 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $207,348 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,922,877 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.042119 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $143,159 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,848,847 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.077432 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $0 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $0 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.000000 | DistributionYr3Rt |
| Total Distribution | 0.119551 | TotalDistributionRt |
| Average Distribution | 0.039850 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,069,357 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $321,564 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,495 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $323,059 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $464,849 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,495 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,495 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,495 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,941 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,941 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,446 | OverpaymentAmt |
| Applied To ES Tax | $3,446 | 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 |
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 | $7,890,231 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $302,010 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,192,241 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,192,241 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $122,884 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,069,357 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $403,468 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $403,468 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,495 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,495 | TotalTaxAmt |
| Distributable Before Adj | $401,973 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $401,973 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $401,973 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $464,849 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $464,849 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,495 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $463,354 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $401,973 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $92,423 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $86,537 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $178,960 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $464,849 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $401,973 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $62,876 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $241,836 | 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 | $241,836 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $92,423 | ExcessFromYear2Amt |
| Excess From Year1 | $86,537 | ExcessFromYear1Amt |
| Excess From Current Year | $62,876 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | STANLEY M BERGMAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (47 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ACADEMY OF DENTISTRY INTL FOUNDATION | ||||||
| 3813 GORDON CREEK DRIVE | HICKSVILLE | OH | 43526 | PUBLIC CHARITY | GENERAL USE | $2,500 |
| ADAKUM EDUCATIONAL FOUNDATION INC | ||||||
| 525 W 141ST STREET | NEW YORK | NY | 10031 | PUBLIC CHARITY | GIRLS EDUCATION ENHANCEMENT PROGRAM | $5,000 |
| AMERICAN ASSOCIATES BEN-GURION UNIVERSITY | ||||||
| 1001 6TH AVE | NEW YORK | NY | 10018 | PUBLIC CHARITY | GENERAL USE | $18,000 |
| AMERICAN FRIENDS OF TEL AVIV UNIVERSITY | ||||||
| 39 BROADWAY 1510 | NEW YORK | NY | 10006 | PUBLIC CHARITY | GENERAL USE | $1,000 |
| AUTISM SPEAKS | ||||||
| 1 EAST 33RD STREET 4TH FLOOR | NEW YORK | NY | 10016 | PUBLIC CHARITY | GENERAL USE | $2,500 |
| BROTHERHOOD SYNAGOGUE | ||||||
| 28 GRAMERCY PARK S | NEW YORK | NY | 10003 | PUBLIC CHARITY | GENERAL USE | $15,000 |
| CARINGKIND ALZHEIMER'S WALK | ||||||
| 360 LEXINGTON AVE 3RD FL | NEW YORK | NY | 10017 | PUBLIC CHARITY | GENERAL USE | $500 |
| CAPE VERDE JEWISH HERITAGE PROJECT INC | ||||||
| 400 MASSACHUSETTS AVE NW 812 | WASHINGTON | DC | 20001 | PUBLIC CHARITY | GENERAL USE | $2,500 |
| CENTRAL PARK CONSERVANCY | ||||||
| 14 E 60TH ST | NEW YORK | NY | 10022 | PUBLIC CHARITY | GENERAL USE | $1,000 |
| CENTRAL SYNAGOGUE | ||||||
| 652 LEXINGTON AVE | NEW YORK | NY | 10022 | PUBLIC CHARITY | GENERAL USE | $10,000 |
| CENTURY FOR THE CURE | ||||||
| PO BOX 4129 | WARREN | NJ | 07059 | PUBLIC CHARITY | TO HONOR OF CRAIG NESSEL'S BIKE RIDE | $1,000 |
| CHORDOMA FOUNDATION | ||||||
| PO BOX 2127 | DURHAM | NC | 27702 | PUBLIC CHARITY | GENERAL USE | $12,500 |
| ERASE RACISM INC | ||||||
| 6800 JERICHO TURNPIKE SUITE 109W | SYOSSET | NY | 117914401 | PUBLIC CHARITY | GENERAL USE | $2,500 |
| FRIENDS OF ICJW FOUNDATION | ||||||
| 1406 W LAKE ST | MINNEAPOLIS | MN | 55408 | PUBLIC CHARITY | TO BENEFIT THE UNION OF JEWISH WOMEN OF SOUTH AFRICA | $5,000 |
| FRIENDS OF THE STUDENTS FOR 60000 | ||||||
| 16 STONY HOLLOW ROAD | CENTERPORT | NY | 11721 | PUBLIC CHARITY | TO SUPPORT 2017 TRIP TO NICARAGUA | $1,000 |
| GLOBAL PARTNERSHIPS FORUM | ||||||
| 333 EAST 46TH STREET | NEW YORK | NY | 10017 | PUBLIC CHARITY | GENERAL USE | $5,000 |
| HENRY SCHEIN CARES FOUNDATION | ||||||
| 135 DURYEA ROAD | MELVILLE | NY | 11747 | PUBLIC CHARITY | TO SUPPORT HURRICANE HARVEY EMERGENCY | $10,000 |
| HIDDUSH-FREEDOM OF RELIGION FOR ISRAEL | ||||||
| 182 E 95TH ST SUITE 24G | NEW YORK | NY | 10128 | PUBLIC CHARITY | GENERAL USE | $50,000 |
| HILLEL INTERNATIONAL | ||||||
| 800 EIGHTH STREET NW | WASHINGTON | DC | 20001 | PUBLIC CHARITY | GENERAL USE | $2,500 |
| INTERNATIONAL CRISIS GROUP | ||||||
| 708 3RD AVE SUITE 1705 | NEW YORK | NY | 10017 | PUBLIC CHARITY | GENERAL USE | $25,000 |
| ISLAND HARVEST | ||||||
| 15 GRUMMAN RD W | BETHPAGE | NY | 11714 | PUBLIC CHARITY | GENERAL USE | $1,250 |
| ISRAEL POLICY FORUM | ||||||
| 355 LEXINGTON AVE 14TH FLOOR | NEW YORK | NY | 10017 | PUBLIC CHARITY | GENERAL USE | $25,000 |
| JAPAN SOCIETY INC | ||||||
| 333 E 47TH ST | NEW YORK | NY | 10017 | PUBLIC CHARITY | GENERAL USE | $20,000 |
| LONG ISLAND BULLDOG RESCUE | ||||||
| PO BOX 239 | STONY BROOK | NY | 11790 | PUBLIC CHARITY | GENERAL USE | $1,000 |
| MOUNT FREEDOM JEWISH CENTER | ||||||
| 1209 SUSSEX TURNPIKE | RANDOLPH | NJ | 07869 | PUBLIC CHARITY | GENERAL USE | $10,000 |
| NATIONAL TAY-SACHS & ALLIED DISEASES | ||||||
| 2001 BEACON ST 204 | BRIGHTON | MA | 02135 | PUBLIC CHARITY | GENERAL USE | $1,000 |
| NEW URBAN ARTS | ||||||
| 705 WESTMINSTER STREET | PROVIDENCE | RI | 02903 | PUBLIC CHARITY | GENERAL USE | $5,000 |
| NEW YORK IMMIGRATION COALITION | ||||||
| 131 WEST 33RD STREET 610 | NEW YORK | NY | 10001 | PUBLIC CHARITY | GENERAL USE | $1,500 |
| NEW YORK UNIVERSITY AFRICA HOUSE | ||||||
| 44 WASHINGTON MEWS | NEW YORK | NY | 10003 | PUBLIC CHARITY | GENERAL USE | $25,000 |
| NURSES WITH GLOBAL IMPACT INC | ||||||
| NOT AVAILABLE | NOT AVAILABLE | NY | 10001 | PUBLIC CHARITY | GENERAL USE | $2,500 |
| NYC MISSION SOCIETY | ||||||
| 646 MALCOLM X BLVD | NEW YORK | NY | 10037 | PUBLIC CHARITY | GENERAL USE | $2,500 |
| NYU SCHOOL OF PROFESSIONAL STUDIES | ||||||
| 7 E 12TH ST | NEW YORK | NY | 10003 | PUBLIC CHARITY | FOR THE PAUL & BUNNY GROSSINGER SCHOLARSHIP | $10,000 |
| OUR PLACE | ||||||
| 44 WALL STREET 2ND FL | NEW YORK | NY | 10005 | PUBLIC CHARITY | GENERAL USE | $1,000 |
| RESCUING LEFTOVER CUISINE | ||||||
| 25 BROADWAY 12TH FL | NEW YORK | NY | 10004 | PUBLIC CHARITY | GENERAL USE | $1,250 |
| SHARED INTEREST | ||||||
| 121 W 27TH STREET SUITE 805 | NEW YORK | NY | 10001 | PUBLIC CHARITY | GENERAL USE | $25,000 |
| TEMPLE BETH EL OF HUNTINGTON | ||||||
| 660 PARK AVE | HUNTINGTON | NY | 11743 | PUBLIC CHARITY | GENERAL USE | $10,000 |
| THE GUIDANCE CENTER OF WESTCHESTER | ||||||
| 256 WASHINGTON ST | MT VERNON | NY | 10553 | PUBLIC CHARITY | GENERAL USE | $20,000 |
| THE LEUKEMIA & LYMPHOMA SOCIETY | ||||||
| 3 INTERNATIONAL DRIVE SUITE 200 | RYE BROOK | NY | 10573 | PUBLIC CHARITY | GENERAL USE | $1,000 |
| THE METROPOLITAN OPERA | ||||||
| 30 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | PUBLIC CHARITY | GENERAL USE | $49,083 |
| THE QUEENSBOROUGH COMMUNITY COLLEGE FUND INC | ||||||
| 222-05 56TH AVE | BAYSIDE | NY | 11364 | PUBLIC CHARITY | KUPFERBERG HOLOCAUST CENTER WEB PORTAL PROHECT | $10,000 |
| THE RIVER FUND NEW YORK INC | ||||||
| 8911 LEFFERTS BLVD | JAMAICA | NY | 11418 | PUBLIC CHARITY | GENERAL USE | $7,500 |
| THE SYNERGOS INSTITUTE INC | ||||||
| 3 E 54TH ST | NEW YORK | NY | 10022 | PUBLIC CHARITY | GENERAL USE | $24,500 |
| TOURO COLLEGE AND UNIVERSITY SYSTEM | ||||||
| 500 WEST SEVENTH AVE | NEW YORK | NY | 10018 | PUBLIC CHARITY | GENERAL USE | $15,000 |
| THE UNIVERSITY OF THE WITWATERSRAND FUND INC | ||||||
| PO BOX 7101 | NEW YORK | NY | 10150 | PUBLIC CHARITY | GENERAL USE | $5,023 |
| WAUKESHA COUNTY COMMUNITY FOUNDATION | ||||||
| 2727 N GRANDVIEW BLVD 301 | WAUKESHA | WI | 53188 | PUBLIC CHARITY | GENERAL USE | $5,000 |
| WORLD MUSIC PRODUCTIONS INC | ||||||
| 220 36TH STREET UNIT 58 | BROOKLYN | NY | 11232 | PUBLIC CHARITY | GENERAL USE | $500 |
| WORLD UNION FOR PROGRESSIVE JUDAISM | ||||||
| 633 3RD AVE 7 | NEW YORK | NY | 10017 | PUBLIC CHARITY | TO SUPPORT SUMMER CAMPS | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $454,106 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $171,686 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $14,000 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $185,686 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $185,686 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | STANLEY M BERGMAN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 845 UNITED NATIONS PLAZA APT 87A | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100173539 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $619,402 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 8,779 SHARES OF HENRY SCHEIN INC. STOCK. | NoncashPropertyDesc |
| Fair Market Value | $619,402 | FairMarketValueAmt |
| Received | 2017-12-18 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,087 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,087 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | MORGAN STANLEY - CORPORATE NOTES | BondNm |
| EOY Book Value | $142,020 | EOYBookValueAmt |
| EOYFMV | $141,173 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| JPMORGAN #B19082001 | $9,244 | $637,757 |
| JPMORGAN #F37175000 | $2,970,731 | $2,947,876 |
| MORGAN STANLEY - STOCKS, ETFS | $3,383,519 | $3,358,631 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $208,969 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $209,020 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $611,193 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $598,658 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MORGAN STANLEY - MUTUAL FUND | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $89,260 | BookValueAmt |
| EOYFMV | $89,230 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $846 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $846 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK DEPRECIATION | Desc |
| Amt | $11,809 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $430 | $0 | $430 |
| TRAVEL | $3,300 | $0 | $3,300 |
| MARGIN INTEREST | $26 | $26 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MUNICIPAL INTEREST INCOME | Desc |
| Amt | $17,778 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OUTSIDE SERVICES | $80 | $0 | $80 |
| INVESTMENT FEES | $34,573 | $34,573 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,541 | $1,541 | $0 |
| EXCISE TAX | $90,000 | $0 | $0 |
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