BRADLEY L GOLDBERG FAMILY FOUNDATIO: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- BRADLEY L GOLDBERG FAMILY FOUNDATIO (EIN 13-6847767)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-06-05
- IRS object ID
- 202601569349100610
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-06-05T12:12:55-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331374517 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 MAMARONECK AVENUE SUITE 301 | AddressLine1Txt |
| City | HARRISON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105281633 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136847767 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRADLEY L GOLDBERG FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BRAD | BusinessNameControlTxt |
| Phone | 9143816177 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 737 | AddressLine1Txt |
| City | MAMARONECK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10543 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRADLEY L GOLDBERG | PersonNm |
| Person Title | CHAIR | PersonTitleTxt |
| Phone | 9143816177 | PhoneNum |
| Signature | 2026-06-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MELISSA MODELSON | PreparerPersonNm |
| PTIN | P01603524 | PTIN |
| Phone | 9143818900 | PhoneNum |
| Preparation | 2026-06-01 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $6,887,424 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $124,140 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $278,332 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $278,332 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $335,067 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $951,010 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $335,067 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$46,204 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $737,541 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $567,197 | 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 | $3,985 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,985 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $12,113 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,762 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,351 | OtherProfFeesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $14,300 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $14,300 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,611 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,611 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $36,009 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,762 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $27,247 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $768,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $768,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $804,509 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,762 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $795,747 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$66,968 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $558,435 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $29,164 | CashBOYAmt |
| Cash EOY | $20,707 | CashEOYAmt |
| Cash EOYFMV | $20,707 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $605,088 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $547,784 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $547,784 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $662,160 | CorporateStockBOYAmt |
| Corporate Stock EOY | $365,390 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $365,390 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,965,089 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,961,804 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,961,804 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $692,521 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $991,739 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $991,739 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,954,022 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,887,424 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,887,424 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $6,954,022 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $6,887,424 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $0 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $0 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,954,022 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,887,424 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,954,022 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,887,424 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,954,022 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$66,968 | ExcessRevenueOverExpensesAmt |
| Other Increases | $370 | OtherIncreasesAmt |
| Subtotal | $6,887,424 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,887,424 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $951,010 | GrossSalesPriceAmt |
| Cost Or Other Basis | $615,943 | CostOrOtherBasisAmt |
| Gain Or Loss | $335,067 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $335,067 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $335,067 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,762 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,762 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,762 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,182 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $2,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $8,682 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $920 | OverpaymentAmt |
| Applied To ES Tax | $920 | 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 | Yes (1) | 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 |
| Individual With Books | BRADLEY L GOLDBERG | IndividualWithBooksNm |
| Phone | 9143816177 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 257 MAMARONECK AVENUE SUITE 209 | AddressLine1Txt |
| City | MAMARONECK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10543 | 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 | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| BRADLEY L GOLDBERG | ||||||||
| PO BOX 737 | MAMARONECK | NY | 10543 | CHAIR | 2.00 | $0 | $0 | $0 |
| SUNNY GOLDBERG | ||||||||
| PO BOX 737 | MAMARONECK | NY | 10543 | TREASURER | 1.00 | $0 | $0 | $0 |
| LILLI GOLDBERG LAWNER | ||||||||
| PO BOX 737 | MAMARONECK | NY | 10543 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| KEVIN LAWNER | ||||||||
| PO BOX 737 | MAMARONECK | NY | 10543 | BOARD MEMBER | 1.00 | $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 | $5,588,520 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $791,912 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $692,384 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,072,816 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,072,816 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $106,092 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,966,724 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $348,336 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $348,336 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,762 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,762 | TotalTaxAmt |
| Distributable Before Adj | $340,574 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $340,574 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $340,574 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $795,747 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $795,747 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $340,574 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $12,175 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $43,445 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $99,362 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $365,895 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $520,877 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $795,747 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $340,574 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $455,173 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $976,050 | 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 | $976,050 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $12,175 | ExcessFromYear4Amt |
| Excess From Year3 | $43,445 | ExcessFromYear3Amt |
| Excess From Year2 | $99,362 | ExcessFromYear2Amt |
| Excess From Year1 | $365,895 | ExcessFromYear1Amt |
| Excess From Current Year | $455,173 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BRADLEY L GOLDBERG | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALLIANCE FOR CANCER GENE THERAPY | ||||||||
| 96 CUMMINGS POINT ROAD | STAMFORD | CT | 06902 | N/A | PC | HUMAN WELFARE | $5,000 | |
| ANIMAL LEGAL DEFENSE FUND | ||||||||
| 525 EAST COTATI AVENUE | COTATI | CA | 94931 | N/A | PC | ANIMAL WELFARE | $10,000 | |
| ANIMAL RECOVERY MISSION | ||||||||
| PO BOX 881805 | PORT ST LUCIE | FL | 34988 | N/A | PC | ANIMAL WELFARE | $10,000 | |
| BLOOD CANCER UNITED | ||||||||
| 1201 15TH STREET NORTH WEST SUITE | WASHINGTON | DC | 20005 | N/A | PC | HUMAN WELFARE | $7,500 | 410 |
| CHIMP HAVEN | ||||||||
| PO BOX 36004 | SHREVEPORT | LA | 71130 | N/A | PC | ANIMAL WELFARE | $7,500 | |
| COMPASSION & CHOICES | ||||||||
| PO BOX 485 | ETNA | NH | 03750 | N/A | PC | HUMAN WELFARE | $7,500 | |
| EARTH JUSTICE | ||||||||
| 50 CALIFORNIA ST STE 500 | SAN FRANCISCO | CA | 94111 | N/A | PC | CONSERVATION | $7,500 | |
| FARM SANCTUARY | ||||||||
| PO BOX 150 | WATKINS GLEN | NY | 14840 | N/A | PC | ANIMAL WELFARE | $10,000 | |
| NEW YORK COALITION FOR HEALTHY SCHOOL LUNCHES INC | ||||||||
| PO BOX 737 | MAMARONECK | NY | 10543 | N/A | PC | HUMAN WELFARE | $7,500 | |
| GOOD FOOD INSTITUTE | ||||||||
| 1380 MONROE STREET NW SUITE 229 | WASHINGTON | WA | 20010 | N/A | PC | ANIMAL WELFARE | $10,000 | |
| HEART | ||||||||
| PO BOX 738 | MAMARONECK | NY | 10543 | N/A | PC | EDUCATION | $22,500 | |
| HIAS | ||||||||
| 411 FIFTH AVENUE SUITE 1006 | NEW YORK | NY | 10016 | N/A | PC | HUMAN WELFARE | $7,500 | |
| HUMANE WORLD FOR ANIMALS | ||||||||
| 1255 23RD STREET NORTH WEST SUITE | WASHINGTON | DC | 20037 | N/A | PC | ANIMAL WELFARE | $7,500 | 450 |
| INSTITUTE FOR HUMANE EDUCATION | ||||||||
| PO BOX 260 | SURRY | ME | 04684 | N/A | PC | EDUCATION | $7,500 | |
| LARCHMONT TEMPLE | ||||||||
| 75 LARCHMONT AVENUE | LARCHMONT | NY | 10538 | N/A | PC | HUMAN WELFARE | $50,000 | |
| LEUKEMIA & LYMPHOMA SOCIETY | ||||||||
| 3 LANDMARK SQUARE STE330 | STAMFORD | CT | 06901 | N/A | PC | HUMAN WELFARE | $7,500 | |
| MSK CANCER CENTER | ||||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | N/A | PC | HUMAN WELFARE | $130,000 | |
| NEW MUSEUM OF CONTEMPORARY ART | ||||||||
| 235 BOWERY | NEW YORK | NY | 10002 | N/A | PC | ARTS | $50,000 | |
| NEW YORK BOTANICAL GARDEN | ||||||||
| BRONX RIVER PARKWAY AT FORDHAM ROAD | BRONX | NY | 10458 | N/A | PC | CONSERVATION | $25,000 | |
| NEW YORK PHILHARMONIC | ||||||||
| 10 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | N/A | PC | ARTS | $6,500 | |
| NEW YORK UNIVERSITY | ||||||||
| 70 WASHINGTON 59 STREET | NEW YORK | NY | 10012 | N/A | PC | EDUCATION | $85,000 | |
| NRDC | ||||||||
| 40 W 20TH STREET 11TH FLOOR | NEW YORK | NY | 10011 | N/A | PC | CONSERVATION | $15,000 | |
| OUR HEN HOUSE | ||||||||
| 1100 JEFFERSON RD SUITE 12 | ROCHESTER | NY | 14623 | N/A | PC | ANIMAL WELFARE | $5,000 | |
| PCRM | ||||||||
| 5100 WISCONSIN AVENUE SUITE 400 | WASHINGTON | DC | 20016 | N/A | PC | ANIMAL WELFARE | $7,500 | |
| PET RESCUE | ||||||||
| 7 HARRISON AVENUE | HARRISON | NY | 10528 | N/A | PC | ANIMAL WELFARE | $10,000 | |
| SAVE THE CHIMPS | ||||||||
| 3000 SOUTH HEADER CANAL ROAD | FORT PIERCE | FL | 34945 | N/A | PC | ANIMAL WELFARE | $7,500 | |
| SAVE THE SOUND | ||||||||
| 900 CHAPEL STREET UPPER MEZZANINE | NEW HAVEN | CT | 06510 | N/A | PC | ENVIRONMENTAL | $10,000 | |
| THE ELEPHANT SANCTUARY | ||||||||
| PO BOX 393 | HOHENWALD | TN | 38462 | N/A | PC | ANIMAL WELFARE | $7,500 | |
| THE OSBORNE ASSOCIATION | ||||||||
| 809 WESTCHESTER AVENUE | BRONX | NY | 10455 | N/A | PC | HUMAN WELFARE | $10,000 | |
| UJA FEDERATION NY | ||||||||
| 130 E 59TH STREET | NEW YORK | NY | 10022 | N/A | PC | HUMAN WELFARE | $27,000 | |
| VEGAN FRIENDLY INC | ||||||||
| 418 BROADWAY | ALBANY | NY | 12207 | N/A | PC | ANIMAL WELFARE | $7,500 | |
| VEGETARIAN RESOURCE GROUP | ||||||||
| PO BOX 1463 | BALTIMORE | MD | 12103 | N/A | PC | HUMAN WELFARE | $15,000 | |
| WILDLIFE CONSERVATION SOCIETY | ||||||||
| 2300 SOUTHERN BOULEVARD | BRONX | NY | 10460 | N/A | PC | CONSERVATION | $80,000 | |
| WNETTHIRTEEN | ||||||||
| 825 8TH AVENUE | NEW YORK | NY | 10019 | N/A | PC | ARTS | $75,000 | |
| WOODSTOCK FARM SANCTUARY | ||||||||
| 2 RESCUE ROAD | HIGH FALLS | NY | 12440 | N/A | PC | ANIMAL WELFARE | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $768,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $278,332 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $335,067 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $613,401 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $613,401 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRADLEY GOLDBERG | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 502 ORIENTA AVENUE | AddressLine1Txt |
| City | MAMARONECK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10543 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $124,140 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | PUBLICLY TRADED SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $124,140 | FairMarketValueAmt |
| Received | 2025-12-10 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION SERVICES | CategoryTxt |
| Amt | $3,985 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,985 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD ST TREASURY FUND | $831,709 | $831,709 |
| VANGUARD IT INVESTMENT GRADE | $1,737,618 | $1,737,618 |
| VANGUARD ST INVESTMENT GRADE | $2,392,477 | $2,392,477 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PFIZER INC | $49,800 | $49,800 |
| TEJON RANCH CO | $63,080 | $63,080 |
| GILEAD SCIENCES INC | $184,110 | $184,110 |
| DOCUSIGN INC | $68,400 | $68,400 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ISELECT QUALIFIED PURCHASER FUND LLC | FMV | $210,452 | $210,452 |
| STRAY DOG CAPITAL FUND II LP | FMV | $481,805 | $481,805 |
| ISHARES 20+ YR TREASURY BOND ETF | FMV | $299,482 | $299,482 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TELEPHONE & INTERNET | $4,789 | $0 | $4,789 |
| INSURANCE | $572 | $0 | $572 |
| FILING FEES | $250 | $0 | $250 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP LOSS THRU K-1 | Desc |
| Net Investment Income | -$46,204 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $370 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MGMT FEES | $8,762 | $8,762 | $0 |
| COMPUTER SERVICES | $3,351 | $0 | $3,351 |