STANLEY MARION PAUL AND EDWARD BERGMAN FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- STANLEY MARION PAUL AND EDWARD BERGMAN FAMILY FOUNDATION (EIN 47-4586203)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-03-01
- IRS object ID
- 201830609349100013
- Schema version
- 2016v3.0
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-03-01T15:28:47-06:00 | ReturnTs |
| Tax Period End | 2017-06-30 | 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 | 2016-07-01 | 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 | 2018-02-12 | 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 | 2018-02-12 | IPDt |
| IP Tm | 12:30:40 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | E9292C44AA92B55A554C08DC1E7A5F6FDF83E86C | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0F071D117C8114952292217AE38A9654ED97ED4D | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,031,191 | 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 | $76,106 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $72,104 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $72,104 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,205,959 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,282,277 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,205,959 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $6,354,169 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,278,063 | 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 | $3,604 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,604 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,347 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,347 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $11,404 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $11,404 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $1 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $1 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $41,729 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $21 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,998 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $297 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $67,083 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,427 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,248 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $198,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $198,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $265,183 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,427 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $207,348 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,088,986 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,266,636 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $647,593 | CashBOYAmt |
| Cash EOY | $126,044 | CashEOYAmt |
| Cash EOYFMV | $126,044 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $662,644 | SavAndTempCashInvstBOYAmt |
| Corporate Stock BOY | $316,064 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $179,864 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $7,905,147 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $7,905,147 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $135,987 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $53 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,942,205 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,031,191 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,031,191 | 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 | $1,942,205 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,031,191 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,942,205 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,031,191 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,942,205 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,031,191 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,942,205 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,088,986 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,031,191 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,031,191 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| BAIRD ST CAPITAL GAINS | P | 2017-01-01 | 2016-12-31 | $37,550 | $37,550 | $37,550 | |
| JPMORGAN #B19082001 ST CAPITAL LOSSES | P | 2017-06-30 | -$211 | -$211 | $211 | ||
| JPMORGAN #B19082001 LT CAPITAL GAINS | P | 2017-06-30 | $465 | $465 | $465 | ||
| JPMORGAN #F26197007 ST CAPITAL GAINS | P | 2017-06-30 | $1,523 | $1,523 | $1,523 | ||
| JPMORGAN #B19082001 - HENRY SCHEIN INC. STOCK. | D | 2017-03-01 | 2017-03-01 | $4,354,680 | $4,301,381 | $4,301,381 | $53,299 |
| JPMORGAN #B19082001 - HENRY SCHEIN INC. STOCK. | D | 2016-08-25 | 2017-03-10 | $1,865,120 | $1,842,312 | $1,842,312 | $22,808 |
| TIEDEMANN TRUST COMPANY | P | 2016-12-31 | $22,939 | $22,939 | $22,939 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,205,959 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $143,159 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,848,847 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.077432 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $0 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $0 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.000000 | DistributionYr2Rt |
| Total Distribution | 0.077432 | TotalDistributionRt |
| Average Distribution | 0.038716 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,922,877 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $190,594 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $62,666 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $253,260 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $207,348 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $125,333 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $125,333 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $125,333 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $41,708 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $90,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $131,708 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $554 | EsPenaltyAmt |
| Overpayment | $5,821 | OverpaymentAmt |
| Applied To ES Tax | $5,821 | 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 THE BOARD | 1.00 | $0 | $0 | $0 |
| MARION J BERGMAN | |||||||||
| C/O 102 EAST 30TH STREET LOWER | LEVEL | NEW YORK | NY | 10016 | DIRECTOR & CO-CHAIRMAN OF THE BOARD | 1.00 | $0 | $0 | $0 |
| PAUL I BERGMAN | |||||||||
| C/O 102 EAST 30TH STREET LOWER | LEVEL | NEW YORK | NY | 10016 | DIRECTOR, CO-PRESIDENT & TREASURER | 1.00 | $0 | $0 | $0 |
| EDWARD J BERGMAN | |||||||||
| C/O 102 EAST 30TH STREET LOWER | LEVEL | NEW YORK | NY | 10016 | DIRECTOR, CO-PRESIDENT & SECRETARY | 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 | $4,584,444 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $413,401 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,997,845 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,997,845 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $74,968 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,922,877 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $246,144 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $246,144 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $125,333 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $125,333 | TotalTaxAmt |
| Distributable Before Adj | $120,811 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $120,811 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $120,811 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $207,348 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $207,348 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $207,348 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $120,811 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $92,423 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $92,423 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $207,348 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $120,811 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $86,537 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $178,960 | 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 | $178,960 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $92,423 | ExcessFromYear1Amt |
| Excess From Current Year | $86,537 | 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 (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| 92ND STREET Y | |||||||
| 1395 LEXINGTON AVE | NEW YORK | NY | 10128 | PUBLIC CHARITY | GENERAL USE | $5,000 | |
| ADAKUM EDUCATIONAL FOUNDATION INC | |||||||
| 525 W 141ST STREET | NEW YORK | NY | 10031 | PUBLIC CHARITY | GENERAL USE | $5,000 | |
| AJC PHILADELPHIASOUTHERN NEW JERSEY | |||||||
| 30 S 15TH ST | PHILADELPHIA | PA | 19102 | PUBLIC CHARITY | GENERAL USE | $10,000 | |
| AUTISM SPEAKS LONG ISLAND WALK | |||||||
| 1 EAST 33RD STREET 4TH FLOOR | NEW YORK | NY | 10016 | PUBLIC CHARITY | GENERAL USE | $2,500 | |
| ERASE RACISM INC | |||||||
| 6800 JERICHO TURNPIKE SUITE 109W | SYOSSET | NY | 117914401 | PUBLIC CHARITY | GENERAL USE | $2,500 | |
| FOOD AND ENVIRONMENT REPORTING NETWORK | |||||||
| 576 FIFTH AVE STE 903 | NEW YORK | NY | 10036 | PUBLIC CHARITY | GENERAL USE | $12,500 | |
| FRANCISCAN FRIARS OF ST JOHN THE BAPTIST PROVINCE | |||||||
| 1615 VINE STREET | CINCINNATI | OH | 45202 | PUBLIC CHARITY | GENERAL USE | $2,500 | |
| FRIENDS OF THE PEACE TRAIN | |||||||
| 7207 BRYAN STREET | PHILADELPHIA | NY | 19119 | PUBLIC CHARITY | GENERAL USE | $2,500 | |
| FRIENDS OF THE STUDENTS FOR 60000 | |||||||
| 16 STONY HOLLOW ROAD | CENTERPORT | NY | 11721 | PUBLIC CHARITY | GENERAL USE | $1,000 | |
| GOTTESMAN RTW ACADEMY | |||||||
| 146 DOVER CHESTER RD | RANDOLPH | NJ | 07869 | PUBLIC CHARITY | GENERAL USE | $3,600 | |
| HABONIM LABOR ZIONIST YOUTH INC | |||||||
| 1000 DEAN ST STE 353 | BROOKLYN | NY | 11238 | PUBLIC CHARITY | GENERAL USE | $10,000 | |
| ISRAEL POLICY FORUM | |||||||
| 355 LEXINGTON AVE 14TH FLOOR | NEW YORK | NY | 10017 | PUBLIC CHARITY | GENERAL USE | $5,000 | |
| LONG ISLAND BULLDOG RESCUE | |||||||
| PO BOX 239 | STONY BROOK | NY | 11790 | PUBLIC CHARITY | GENERAL USE | $2,500 | |
| LUPUS FOUNDATION OF AMERICA INC | |||||||
| 2121 K STREET NW SUITE 200 | WASHINGTON | DC | 20037 | PUBLIC CHARITY | GENERAL USE | $2,500 | |
| MIRACLE CORNERS OF THE WORLD | |||||||
| 102 EAST 30TH STREET LOWER LEVEL | NEW YORK | NY | 10016 | PUBLIC CHARITY | GENERAL USE | $2,500 | |
| HOUSE OF BLUES MUSIC FORWARD FOUNDATION | |||||||
| 7060 HOLLYWOOD BLVD 2ND FLOOR | HOLLYWOOD | CA | 90028 | PUBLIC CHARITY | GENERAL USE | $6,000 | |
| NEW YORK UNIVERSITY AFRICA HOUSE | |||||||
| 44 WASHINGTON MEWS | NEW YORK | NY | 10003 | PUBLIC CHARITY | GENERAL USE | $5,000 | |
| NEW YORK UNIVERSITY SCHOOL OF MEDICINE | |||||||
| 550 1ST AVENUE | NEW YORK | NY | 10016 | PUBLIC CHARITY | GENERAL USE | $20,000 | |
| NORTH COUNTRY REFORM TEMPLE | |||||||
| 86 CRESCENT BEACH RD | GLEN COVE | NY | 11542 | PUBLIC CHARITY | GENERAL USE | $7,500 | |
| PEF ISRAEL ENDOWMENT FUNDS | |||||||
| 630 3RD AVENUE | NEW YORK | NY | 10017 | PUBLIC CHARITY | GENERAL USE | $2,500 | |
| SCHUYLER FOUNDATION FOR CAREER BRIDGES | |||||||
| 81 PONDFIELD ROAD 346 | BRONXVILLE | NY | 10708 | PUBLIC CHARITY | GENERAL USE | $5,000 | |
| SHARED INTEREST | |||||||
| 121 W 27TH STREET SUITE 805 | NEW YORK | NY | 10001 | PUBLIC CHARITY | GENERAL USE | $25,000 | |
| STONY BROOK FOUNDATION INC | |||||||
| 230 ADMINISTRATION STONY BROOK | STONY BROOK | NY | 11794 | PUBLIC CHARITY | GENERAL USE | $25,000 | UNIVERSITY |
| THE FORWARD ASSOCIATION INC | |||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | PUBLIC CHARITY | GENERAL USE | $10,000 | |
| THE JEWISH MUSEUM | |||||||
| 1109 5TH AVENUE | NEW YORK | NY | 10128 | PUBLIC CHARITY | GENERAL USE | $5,000 | |
| UJA-FEDERATION OF NEW YORK | |||||||
| 130 E 59TH ST | NEW YORK | NY | 10022 | PUBLIC CHARITY | GENERAL USE | $10,000 | |
| UNIVERSITY OF SCRANTON | |||||||
| 800 LINDEN STREET | SCRANTON | PA | 18510 | PUBLIC CHARITY | GENERAL USE | $7,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $198,100 | 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 | $72,104 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,205,959 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,278,063 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,278,063 | 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 | $6,090,391 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 10,835 SHARES OF HENRY SCHEIN INC. STOCK. | $1,735,604 | 2016-08-25 |
| 1 | 25,320 SHARES OF HENRY SCHEIN INC. STOCK. | $4,354,787 | 2017-03-01 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,347 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,347 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| TIEDEMANN | $0 | $0 |
| JPMORGAN #B19082001 | $6,038,413 | $6,038,413 |
| JPMORGAN #F26197007 | $1,866,734 | $1,866,734 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BAIRD - 1492 CAPITAL MANAGEMENT | $0 | $0 |
| TIEDEMANN | $0 | $0 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | TIEDEMANN | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $0 | BookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $3,604 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,604 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ESTIMATED TAXES | Desc |
| BOY Book Value | $53 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $15 | $0 | $15 |
| FILING FEES | $275 | $0 | $275 |
| POSTAGE | $7 | $0 | $7 |
| MARGIN INTEREST | $1 | $1 | $0 |
| UNREALIZED BOOK LOSS | $4,700 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $11,404 | Amt |
| Net Investment Income | $11,404 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $21 | $21 | $0 |
| EXCISE TAX | $41,708 | $0 | $0 |
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