2018-03-01T15:28:47-06:00 2017-06-30 132736285 DDK & COMPANY LLP ONE PENN PLAZA SUITE 440 NEW YORK NY 10119 990PF 2016-07-01 474586203 STANLEY MARION PAUL AND EDWARD BERGMAN FAMILY FOUNDATION STAN 2124535812 102 EAST 30TH STREET NO LL NEW YORK NY 10016 EDWARD J BERGMAN PRESIDENT 2124535811 2018-02-12 1 NICHOLAS NESI P01382112 2129970600 38.105.226.114 2018-02-12 12:30:40 ES P E9292C44AA92B55A554C08DC1E7A5F6FDF83E86C 0F071D117C8114952292217AE38A9654ED97ED4D 2016 2021-01-29 14:40:06Z X 8031191 X 76106 72104 72104 6205959 6282277 6205959 6354169 6278063 0 0 0 3604 0 3604 5347 0 5347 11404 11404 0 1 1 0 41729 21 0 4998 1 297 67083 11427 9248 198100 198100 265183 11427 207348 6088986 6266636 647593 126044 126044 662644 316064 0 0 179864 7905147 7905147 135987 0 0 53 0 0 1942205 8031191 8031191 0 0 X 0 0 0 0 1942205 8031191 1942205 8031191 1942205 8031191 1942205 6088986 0 8031191 0 8031191 BAIRD ST CAPITAL GAINS P 2017-01-01 2016-12-31 37550 37550 37550 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 1523 1523 1523 JPMORGAN #B19082001 - HENRY SCHEIN INC. STOCK. D 2017-03-01 2017-03-01 4354680 53299 4301381 4301381 JPMORGAN #B19082001 - HENRY SCHEIN INC. STOCK. D 2016-08-25 2017-03-10 1865120 22808 1842312 1842312 TIEDEMANN TRUST COMPANY P 2016-12-31 22939 22939 22939 6205959 0 143159 1848847 0.077432 0 0 0.000000 0.077432 0.038716 4922877 190594 62666 253260 207348 125333 0 125333 0 125333 41708 90000 131708 X 554 5821 5821 0 0 0 0 0 0 0 0 0 0 0 0 1 NY 1 0 0 0 0 1 N/A STANLEY MARION PAUL & EDWARD BERGMAN FAMILY FOUNDATION 2124535814 102 EAST 30TH STREET LOWER LEVEL NEW YORK NY 10016 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 NONE 0 NONE 0 0 4584444 413401 0 4997845 0 0 4997845 74968 4922877 246144 246144 125333 125333 120811 0 120811 0 120811 207348 0 207348 0 207348 120811 0 0 92423 92423 207348 0 0 0 120811 86537 0 0 178960 0 0 0 0 0 0 0 178960 92423 86537 STANLEY M BERGMAN X 92ND STREET Y 1395 LEXINGTON AVE NEW YORK NY 10128 PUBLIC CHARITY GENERAL USE 5000 ADAKUM EDUCATIONAL FOUNDATION INC 525 W 141ST STREET NEW YORK NY 10031 PUBLIC CHARITY GENERAL USE 5000 AJC PHILADELPHIASOUTHERN NEW JERSEY 30 S 15TH ST PHILADELPHIA PA 19102 PUBLIC CHARITY GENERAL USE 10000 AUTISM SPEAKS LONG ISLAND WALK 1 EAST 33RD STREET 4TH FLOOR NEW YORK NY 10016 PUBLIC CHARITY GENERAL USE 2500 ERASE RACISM INC 6800 JERICHO TURNPIKE SUITE 109W SYOSSET NY 117914401 PUBLIC CHARITY GENERAL USE 2500 FOOD AND ENVIRONMENT REPORTING NETWORK 576 FIFTH AVE STE 903 NEW YORK NY 10036 PUBLIC CHARITY GENERAL USE 12500 FRANCISCAN FRIARS OF ST JOHN THE BAPTIST PROVINCE 1615 VINE STREET CINCINNATI OH 45202 PUBLIC CHARITY GENERAL USE 2500 FRIENDS OF THE PEACE TRAIN 7207 BRYAN STREET PHILADELPHIA NY 19119 PUBLIC CHARITY GENERAL USE 2500 FRIENDS OF THE STUDENTS FOR 60000 16 STONY HOLLOW ROAD CENTERPORT NY 11721 PUBLIC CHARITY GENERAL USE 1000 GOTTESMAN RTW ACADEMY 146 DOVER CHESTER RD RANDOLPH NJ 07869 PUBLIC CHARITY GENERAL USE 3600 HABONIM LABOR ZIONIST YOUTH INC 1000 DEAN ST STE 353 BROOKLYN NY 11238 PUBLIC CHARITY GENERAL USE 10000 ISRAEL POLICY FORUM 355 LEXINGTON AVE 14TH FLOOR NEW YORK NY 10017 PUBLIC CHARITY GENERAL USE 5000 LONG ISLAND BULLDOG RESCUE PO BOX 239 STONY BROOK NY 11790 PUBLIC CHARITY GENERAL USE 2500 LUPUS FOUNDATION OF AMERICA INC 2121 K STREET NW SUITE 200 WASHINGTON DC 20037 PUBLIC CHARITY GENERAL USE 2500 MIRACLE CORNERS OF THE WORLD 102 EAST 30TH STREET LOWER LEVEL NEW YORK NY 10016 PUBLIC CHARITY GENERAL USE 2500 HOUSE OF BLUES MUSIC FORWARD FOUNDATION 7060 HOLLYWOOD BLVD 2ND FLOOR HOLLYWOOD CA 90028 PUBLIC CHARITY GENERAL USE 6000 NEW YORK UNIVERSITY AFRICA HOUSE 44 WASHINGTON MEWS NEW YORK NY 10003 PUBLIC CHARITY GENERAL USE 5000 NEW YORK UNIVERSITY SCHOOL OF MEDICINE 550 1ST AVENUE NEW YORK NY 10016 PUBLIC CHARITY GENERAL USE 20000 NORTH COUNTRY REFORM TEMPLE 86 CRESCENT BEACH RD GLEN COVE NY 11542 PUBLIC CHARITY GENERAL USE 7500 PEF ISRAEL ENDOWMENT FUNDS 630 3RD AVENUE NEW YORK NY 10017 PUBLIC CHARITY GENERAL USE 2500 SCHUYLER FOUNDATION FOR CAREER BRIDGES 81 PONDFIELD ROAD 346 BRONXVILLE NY 10708 PUBLIC CHARITY GENERAL USE 5000 SHARED INTEREST 121 W 27TH STREET SUITE 805 NEW YORK NY 10001 PUBLIC CHARITY GENERAL USE 25000 STONY BROOK FOUNDATION INC 230 ADMINISTRATION STONY BROOK UNIVERSITY STONY BROOK NY 11794 PUBLIC CHARITY GENERAL USE 25000 THE FORWARD ASSOCIATION INC 125 MAIDEN LANE NEW YORK NY 10038 PUBLIC CHARITY GENERAL USE 10000 THE JEWISH MUSEUM 1109 5TH AVENUE NEW YORK NY 10128 PUBLIC CHARITY GENERAL USE 5000 UJA-FEDERATION OF NEW YORK 130 E 59TH ST NEW YORK NY 10022 PUBLIC CHARITY GENERAL USE 10000 UNIVERSITY OF SCRANTON 800 LINDEN STREET SCRANTON PA 18510 PUBLIC CHARITY GENERAL USE 7500 198100 0 14 72104 18 6205959 0 6278063 0 6278063 0 0 0 0 0 0 0 0 0 0 X X 1 STANLEY M BERGMAN 845 UNITED NATIONS PLAZA APT 87A NEW YORK NY 100173539 6090391 X 1 10,835 SHARES OF HENRY SCHEIN INC. STOCK. 1735604 2016-08-25 1 25,320 SHARES OF HENRY SCHEIN INC. STOCK. 4354787 2017-03-01 ACCOUNTING FEES 5347 0 5347 TIEDEMANN 0 0 JPMORGAN #B19082001 6038413 6038413 JPMORGAN #F26197007 1866734 1866734 BAIRD - 1492 CAPITAL MANAGEMENT 0 0 TIEDEMANN 0 0 TIEDEMANN FMV 0 0 LEGAL FEES 3604 0 3604 ESTIMATED TAXES 53 0 0 BANK CHARGES 15 0 15 FILING FEES 275 0 275 POSTAGE 7 0 7 MARGIN INTEREST 1 1 0 UNREALIZED BOOK LOSS 4700 0 0 MANAGEMENT FEES 11404 11404 0 FOREIGN TAXES 21 21 0 EXCISE TAX 41708 0 0