BETA

BUNSON FAMILY FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
BUNSON FAMILY FOUNDATION (EIN 45-0526292)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-13
IRS object ID
202611339349100221
Schema version
2025v4.1
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)
Return2026-05-13T04:52:26-04:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ERNST & YOUNG US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1One Manhattan WestAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10001ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN450526292EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Bunson Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% GOLDMAN PARTNER OFFICEInCareOfNm
Business Name ControlBUNSBusinessNameControlTxt
Phone2129028711PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 73 Bowling Green StationAddressLine1Txt
CityNew YorkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP102740073ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSteven BunsonPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone5186405000PhoneNum
Signature2026-05-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonChristine DiIonnaPreparerPersonNm
PTINP00999533PTIN
Phone2127733000PhoneNum
Preparation2026-05-13PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$898,198FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$1,518InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,518InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$8,951DividendsRevAndExpnssAmt
Dividends Net Invst Incm$8,951DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$174,466NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$758,142GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$174,466CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$184,935TotalRevAndExpnssAmt
Total Net Invst Incm$184,935TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$3,900AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,950AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$1,950AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$204OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$204OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$1,300TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$5,404TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,154TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,950TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$5,404TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,154TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$1,950TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$179,531ExcessRevenueOverExpensesAmt
Net Investment Income$182,781NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$48,187SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$59,226SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$59,226SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$647,553OtherInvestmentsBOYAmt
Other Investments EOY$816,045OtherInvestmentsEOYAmt
Other Investments EOYFMV$838,972OtherInvestmentsEOYFMVAmt
Total Assets BOY$695,740TotalAssetsBOYAmt
Total Assets EOY$875,271TotalAssetsEOYAmt
Total Assets EOYFMV$898,198TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$695,740CapitalStockBOYAmt
Capital Stock EOY$875,271CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$695,740TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$875,271TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$695,740TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$875,271TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$695,740TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$179,531ExcessRevenueOverExpensesAmt
Subtotal$875,271SubtotalAmt
Tot Net Ast Or Fund Balances EOY$875,271TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIES- GS 2794PropertyDesc
Gross Sales Price$758,142GrossSalesPriceAmt
Cost Or Other Basis$583,676CostOrOtherBasisAmt
Gain Or Loss$174,466GainOrLossAmt
Gains Minus Excess Or Losses$174,466GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$174,466CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,541InvestmentIncomeExciseTaxAmt
Subtotal$2,541SubtotalAmt
Tax Based On Investment Income$2,541TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$823EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$823TotalPaymentsAndCreditsAmt
Tax Due$1,718TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1GOLDMAN PARTNER OFFICEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2129028711PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1200 WEST STREETAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10282ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Steven M Bunson
PO Box 73 Bowling Green StationNew YorkNY102740073TRUSTEE1.0$0$0$0
Joy F Bunson
PO Box 73 Bowling Green StationNew YorkNY102740073TRUSTEE1.0$0$0$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$777,249AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$49,975AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$827,224TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$827,224AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$12,408CashDeemedCharitableAmt
Net Vl Noncharitable Assets$814,816NetVlNoncharitableAssetsAmt
Minimum Investment Return$40,741MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$40,741MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,541TaxBasedOnInvestmentIncomeAmt
Total Tax$2,541TotalTaxAmt
Distributable Before Adj$38,200DistributableBeforeAdjAmt
Distributable Before Ded$38,200DistributableBeforeDedAmt
Distributable As Adjusted$38,200DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,950ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$1,950QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$38,200DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12023PriorYear1Yr
Prior Year22022PriorYear2Yr
Prior Year32021PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$226,412ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$107,582ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$22,250ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$356,244TotalExcessDistributionCyovAmt
Qualifying Distributions$1,950QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$1,950AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$36,250ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$36,250ExcessDistributionCyovAppCYAmt
Total Corpus$319,994TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$190,162ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$129,832ExcessDistriCyovToNextYrAmt
Excess From Year4$107,582ExcessFromYear4Amt
Excess From Year2$22,250ExcessFromYear2Amt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerSTEVEN M BUNSONContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,518ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$8,951ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$174,466ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$184,935ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$184,935TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$3,900Amt
Net Investment Income$1,950NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,950DisbursementsCharitablePrpsAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescNONEDesc

Depreciation Schedule DepreciationSchedule

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (8 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
GS STRATEGIC GROWTH FUNDAT COST$0$0
GS LARGE CAP VALUE FUND CL PAT COST$0$0
GS MID CAP GROWTH FUND CL PAT COST$0$0
GS SHORT DURATION BOND FUNDAT COST$66,716$68,633
VANGUARD FTSE DEV MKTS CMN ETFAT COST$150,065$156,925
ISHARES RUSSELL 2000 ETF$11,929$12,062
VANGUARD MID-CAP ETF$47,783$47,596
VANGUARD S&P 500 ETF$539,552$553,756

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$204Amt
Net Investment Income$204NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXES PAIDCategoryTxt
Amt$1,300Amt

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