STANLEY MARION PAUL AND EDWARD BERGMAN FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- STANLEY MARION PAUL AND EDWARD BERGMAN FAMILY FOUNDATION (EIN 47-4586203)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-15
- IRS object ID
- 202641359349100144
- Schema version
- 2024v5.5
- 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
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-15T08:23:57-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 440160260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FORVIS MAZARS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 SOUTH WOOD AVENUE STE 125 | AddressLine1Txt |
| City | ISELIN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08830 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | 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 | 2124535814 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 102 EAST 30TH STREET 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 | 2026-05-14 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROZLEEN GIWANI | PreparerPersonNm |
| PTIN | P01402631 | PTIN |
| Phone | 7322284616 | PhoneNum |
| Preparation | 2026-05-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $18,555,694 | 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 | $3,859 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $601,124 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $601,124 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $169,687 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,032,676 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $169,687 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $774,670 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $770,811 | 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 |
| Accounting Fees Rev And Expnss | $5,138 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,569 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,569 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $56,575 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $56,575 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,511 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,276 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,235 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $65,224 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $61,420 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,804 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,884,456 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,884,456 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,949,680 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $61,420 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,888,260 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,175,010 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $709,391 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,574,349 | CashBOYAmt |
| Cash EOY | $353,717 | CashEOYAmt |
| Cash EOYFMV | $353,717 | CashEOYFMVAmt |
| Corporate Stock BOY | $8,086,286 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,383,343 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,182,876 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $6,774,892 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $7,533,274 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $7,682,560 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $250,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $250,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $336,541 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $16,685,527 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,520,334 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $18,555,694 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| 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 | $16,685,527 | RetainedEarningBOYAmt |
| Retained Earning EOY | $15,520,334 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,685,527 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,520,334 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,685,527 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,520,334 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,685,527 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,175,010 | ExcessRevenueOverExpensesAmt |
| Other Increases | $14,878 | OtherIncreasesAmt |
| Subtotal | $15,525,395 | SubtotalAmt |
| Other Decreases | $5,061 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $15,520,334 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| JPM # 6006 | P | $1,837,963 | $1,791,428 | $46,535 | $46,535 |
| JPM # 6006 | P | $981,240 | $893,443 | $87,797 | $87,797 |
| JPM # 7004 | P | $62,000 | $60,791 | $1,209 | $1,209 |
| JPM # 7004 | P | $121,000 | $117,327 | $3,673 | $3,673 |
| CAPITAL GAINS DIVIDENDS | P | $30,473 | $30,473 | $30,473 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $169,687 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,861 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,861 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,861 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,400 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $10,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $20,400 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $10,539 | OverpaymentAmt |
| Applied To ES Tax | $10,539 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
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 | $10,111,160 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,268,392 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $18,379,552 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $18,379,552 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $275,693 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $18,103,859 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $905,193 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $905,193 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,861 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,861 | TotalTaxAmt |
| Distributable Before Adj | $895,332 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $895,332 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $895,332 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,888,260 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,888,260 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $895,332 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $71,345 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $71,345 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,888,260 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $895,332 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $992,928 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,064,273 | 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 | $1,064,273 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $71,345 | ExcessFromYear2Amt |
| Excess From Current Year | $992,928 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | STANLEY M BERGMAN | ContributingManagerNm |
| Contributing Manager | MARION J BERGMAN | ContributingManagerNm |
| Contributing Manager | PAUL I BERGMAN | ContributingManagerNm |
| Contributing Manager | EDWARD J BERGMAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN JEWISH COMMITTEE | ||||||
| 165 E 56TH STREET | NEW YORK | NY | 10022 | PUBLIC CHARITY | GENERAL USE | $270,000 |
| AMERICAN JEWISH WORLD SERVICE | ||||||
| 45 W 36TH ST 11 | NEW YORK | NY | 10018 | PUBLIC CHARITY | GENERAL USE | $100,000 |
| BIRTHRIGHT ISRAEL FOUNDATION | ||||||
| 711 THIRD AVENUE 10TH FLOOR | NEW YORK | NY | 10017 | PUBLIC CHARITY | GENERAL USE | $10,000 |
| BROTHERHOOD SYNAGOGUE | ||||||
| 28 GRAMERCY PARK S | NEW YORK | NY | 10003 | PUBLIC CHARITY | GENERAL USE | $22,000 |
| CENTRAL SYNAGOGUE | ||||||
| 652 LEXINGTON AVE | NEW YORK | NY | 10022 | PUBLIC CHARITY | GENERAL USE | $10,000 |
| CHARITIES AID FOUNDATION (CAF) AMERICA | ||||||
| 225 REINEKERS LANE SUITE 375 | ALEXANDRIA | VA | 22314 | PUBLIC CHARITY | GENERAL USE | $2,750 |
| CHORDOMA FOUNDATION | ||||||
| PO BOX 2127 | DURHAM | NC | 27702 | PUBLIC CHARITY | GENERAL USE | $25,000 |
| CONGREGATION BETH SHALOM SEATTLE | ||||||
| 6800 35TH AVENUE NE | SEATTLE | WA | 98115 | PUBLIC CHARITY | GENERAL USE | $10,000 |
| DENTAL TRADE ALLIANCE FOUNDATION | ||||||
| 4350 FAIRFAX DR STE 220 | ARLINGTON | VA | 22203 | PUBLIC CHARITY | GENERAL USE | $10,000 |
| DOWNTOWN EMERGENCY SERVICE CENTER (DESC) | ||||||
| 515 THIRD AVENUE | SEATTLE | WA | 98104 | PUBLIC CHARITY | GENERAL USE | $5,000 |
| FORDHAM UNIVERSITY | ||||||
| 45 COLUMBUS AVENUE 8TH FLOOR | NEW YORK | NY | 10023 | PUBLIC CHARITY | SCHOLARSHIP FUND | $52,500 |
| FREEDOM HOUSE | ||||||
| 1850 M STREET NW SUITE 1100 | WASHINGTON | DC | 20036 | PUBLIC CHARITY | GENERAL USE | $5,000 |
| HISPANIC COUNSELING CENTER INC | ||||||
| 344 FULTON AVENUE | HEMPSTEAD | NY | 11550 | PUBLIC CHARITY | GENERAL USE | $10,000 |
| INDEPENDENT CURATORS INTERNATIONAL | ||||||
| 401 BROADWAY 1620 | NEW YORK | NY | 10013 | PUBLIC CHARITY | GENERAL USE | $5,000 |
| JTM HEALTH FACILITIES | ||||||
| 75 N COUNTRY RD | PORT JEFFERSON | NY | 11777 | PUBLIC CHARITY | GENERAL USE | $16,667 |
| KEREN PEULOS | ||||||
| 816 EASTERN PARKWAY | BROOKLYN | NY | 11213 | PUBLIC CHARITY | GENERAL USE | $18,000 |
| LUMIND IDSC FOUNDATION | ||||||
| 20 BURLINGTON MALL RD STE 200 | BURLINGTON | MA | 01803 | PUBLIC CHARITY | GENERAL USE | $2,500 |
| METROPOLITAN OPERA ASSOCIATION | ||||||
| 30 LINCOLN CENTER | NEW YORK | NY | 10023 | PUBLIC CHARITY | GENERAL USE | $52,500 |
| MIRACLE CORNERS OF THE WORLD INC | ||||||
| 102 EAST 30TH STREET LOWER LEVEL | NEW YORK | NY | 10016 | PUBLIC CHARITY | GENERAL USE | $159,000 |
| MOUNT FREEDOM JEWISH CENTER | ||||||
| 1209 SUSSEX TURNPIKE | RANDOLPH | NJ | 07869 | PUBLIC CHARITY | GENERAL USE | $10,360 |
| NATIONAL YIDDISH THEATRE FOLKSBIENE | ||||||
| 36 BATTERY PLACE | NEW YORK | NY | 10280 | PUBLIC CHARITY | GENERAL USE | $50,000 |
| NEW ISRAEL FUND | ||||||
| 6 EAST 39TH STREET SUITE 301 | NEW YORK | NY | 10016 | PUBLIC CHARITY | GENERAL USE | $5,000 |
| NEW YORK ROAD RUNNERS INC YCS DONATIONS TEAM FOR KIDS | ||||||
| PO BOX 22171 | NEW YORK | NY | 10087 | PUBLIC CHARITY | GENERAL USE | $10,000 |
| NEW YORK UNIVERSITY | ||||||
| 1 WASHINGTON PLACE | NEW YORK | NY | 10003 | PUBLIC CHARITY | GENERAL USE | $90,000 |
| NYU LANGONE HOSPITALS | ||||||
| 550 FIRST AVENUE | NEW YORK | NY | 10016 | PUBLIC CHARITY | GENERAL USE | $334,679 |
| SHARED INTEREST | ||||||
| 121 W 27TH STREET SUITE 805 | NEW YORK | NY | 10001 | PUBLIC CHARITY | GENERAL USE | $52,500 |
| TEMPLE BETH EL OF HUNTINGTON | ||||||
| 660 PARK AVE | HUNTINGTON | NY | 11743 | PUBLIC CHARITY | GENERAL USE | $10,000 |
| TEMPLE ISRAEL CENTER | ||||||
| 280 OLD MAMARONECK RD | WHITE PLAINS | NY | 10605 | PUBLIC CHARITY | GENERAL USE | $50,000 |
| THE ABRAHAM JOSHUA HESCHEL SCHOOL | ||||||
| 20 WEST END AVE | NEW YORK | NY | 10023 | PUBLIC CHARITY | GENERAL USE | $36,000 |
| THE GREY FOUNDATION AMERICAS INC | ||||||
| 152 WEST 57TH STREET 42ND FLOOR | NEW YORK | NY | 10019 | PUBLIC CHARITY | MUSIC AND ART CENTRE OF THE GREY SCHOOL | $150,000 |
| THE IDEAL SCHOOL OF MANHATTAN | ||||||
| 314 W 91ST ST | NEW YORK | NY | 10024 | PUBLIC CHARITY | GENERAL USE | $2,500 |
| THE LEFELL SCHOOL | ||||||
| 555 W HARTSDALE AVE | HARTSDALE | NY | 10530 | PUBLIC CHARITY | GENERAL USE | $25,000 |
| THE SYNERGOS INSTITUTE INC | ||||||
| 1 E 53RD ST 7TH FLOOR | NEW YORK | NY | 10022 | PUBLIC CHARITY | GENERAL USE | $50,000 |
| UNION FOR REFORM JUDAISM | ||||||
| 733 THIRD AVENUE | NEW YORK | NY | 10017 | PUBLIC CHARITY | GENERAL USE | $20,000 |
| UNIVERSITY OF THE WITWATERSRAND FUND INC | ||||||
| PO BOX 7101 | NEW YORK | NY | 10150 | PUBLIC CHARITY | GENERAL USE | $160,000 |
| WILLS EYE FOUNDATION | ||||||
| 840 WALNUT STREET | PHILADELPHIA | PA | 19107 | PUBLIC CHARITY | GENERAL USE | $40,000 |
| YEAR UP | ||||||
| 45 MILK STREET 9TH FLOOR | BOSTON | MA | 02109 | PUBLIC CHARITY | GENERAL USE | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,884,456 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $601,124 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $169,687 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $770,811 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $770,811 | 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 | MARION BERGMAN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 102 E 30TH ST LL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $359,738 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 4700 SHARES OF HSIC | NoncashPropertyDesc |
| Fair Market Value | $359,738 | FairMarketValueAmt |
| Received | 2024-12-11 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,138 | Amt |
| Net Investment Income | $2,569 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,569 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| JP MORGAN # 6006 BOND | $6,310,330 | $6,417,410 |
| JP MORGAN # 7004 BOND | $1,222,944 | $1,265,150 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MORGAN STANLEY - STOCKS, ETFS | $39,140 | $0 |
| JPMORGAN # 6006 | $7,340,344 | $9,839,541 |
| HSIC SHARES | $3,859 | $343,335 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | JPMORGAN # 2001-ALTERNATIVE ASSETS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $250,000 | BookValueAmt |
| EOYFMV | $336,541 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER ADJUSTMENTS - BS RELATED | Desc |
| Amt | $5,061 | 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 | $1,235 | $0 | $1,235 |
| ACCRUED INTEREST PAID | $2,039 | $2,039 | $0 |
| ADR FEES | $237 | $237 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX REFUND | Desc |
| Amt | $14,878 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $56,575 | Amt |
| Net Investment Income | $56,575 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |