STANLEY MARION PAUL AND EDWARD BERGMAN FAMILY FOUNDATION: Form 990PF, tax year 2020
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- Organization
- STANLEY MARION PAUL AND EDWARD BERGMAN FAMILY FOUNDATION (EIN 47-4586203)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-05-12
- IRS object ID
- 202221329349103407
- Schema version
- 2020v4.2
- 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 Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-12T14:57:52-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 113266576 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRASSI & CO CPA'S PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 488 MADISON AVENUE 21ST FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | 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 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 | 2022-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | EDWARD | PersonFirstNm |
| Person Last | BERGMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROZLEEN GIWANI | PreparerPersonNm |
| PTIN | P01402631 | PTIN |
| Phone | 2126616166 | PhoneNum |
| Preparation | 2022-05-10 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $16,159,802 | 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 | $25,739 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $200,434 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $200,434 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,277,373 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,471,526 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,277,373 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,503,546 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,477,807 | 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 | $5,124 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,124 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $85,134 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $85,134 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $35,941 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $10,637 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $416 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $416 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $126,615 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $95,771 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,540 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $816,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $816,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $942,615 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $95,771 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $821,540 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,560,931 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,382,036 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $554,696 | CashBOYAmt |
| Cash EOY | $867,327 | CashEOYAmt |
| Cash EOYFMV | $867,327 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $421,611 | SavAndTempCashInvstBOYAmt |
| US Government Obligations BOY | $1,326,050 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,885,856 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,924,241 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $8,624,661 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,793,392 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,950,238 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $276,417 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $401,594 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $406,221 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,161,652 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,137,443 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,011,775 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $12,365,087 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,085,612 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,159,802 | 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 | $12,365,087 | RetainedEarningBOYAmt |
| Retained Earning EOY | $14,085,612 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,365,087 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,085,612 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,365,087 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,085,612 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,365,087 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,560,931 | ExcessRevenueOverExpensesAmt |
| Other Increases | $163,237 | OtherIncreasesAmt |
| Subtotal | $14,089,255 | SubtotalAmt |
| Other Decreases | $3,643 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $14,085,612 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (30 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| MORGAN STANLEY ACCT 0301 | P | $181,789 | $184,856 | -$3,067 | -$3,067 |
| MORGAN STANLEY ACCT 0301 | P | $379,742 | $375,262 | $4,480 | $4,480 |
| MORGAN STANLEY ACCT 0301 | P | $58,694 | $51,003 | $7,691 | $7,691 |
| MORGAN STANLEY ACCT 0301 | P | $82,623 | $83,455 | -$832 | -$832 |
| MORGAN STANLEY ACCT 0301 | P | $170,451 | $167,112 | $3,339 | $3,339 |
| MORGAN STANLEY ACCT 0301 | P | $121,327 | $107,447 | $13,880 | $13,880 |
| MORGAN STANLEY ACCT 0301 | P | $172,327 | $136,218 | $36,109 | $36,109 |
| MORGAN STANLEY ACCT 0301 | P | $78,363 | $62,158 | $16,205 | $16,205 |
| MORGAN STANLEY ACCT 0301 | P | $136,112 | $127,683 | $8,429 | $8,429 |
| MORGAN STANLEY ACCT 0301 | P | $132,281 | $129,388 | $2,893 | $2,893 |
| MORGAN STANLEY ACCT 0301 | P | $53,443 | $46,745 | $6,698 | $6,698 |
| MORGAN STANLEY ACCT 0301 | P | $32,192 | $26,228 | $5,964 | $5,964 |
| MORGAN STANLEY ACCT 0301 | P | $141,476 | $139,489 | $1,987 | $1,987 |
| MORGAN STANLEY ACCT 0301 | P | $128,909 | $101,965 | $26,944 | $26,944 |
| MORGAN STANLEY ACCT 0301 | P | $83,530 | $95,651 | -$12,121 | -$12,121 |
| MORGAN STANLEY ACCT 0301 | P | $140,112 | $138,588 | $1,524 | $1,524 |
| MORGAN STANLEY ACCT 0301 | P | $64,354 | $51,892 | $12,462 | $12,462 |
| MORGAN STANLEY ACCT 0301 | P | $82,740 | $54,090 | $28,650 | $28,650 |
| MORGAN STANLEY ACCT 0301 | P | $42,000 | $25,828 | $16,172 | $16,172 |
| MORGAN STANLEY ACCT 0301 | P | $329,242 | $288,926 | $40,316 | $40,316 |
| MORGAN STANLEY ACCT 0301 | P | $188,674 | $156,584 | $32,090 | $32,090 |
| MORGAN STANLEY ACCT 0301 | P | $63,440 | $42,745 | $20,695 | $20,695 |
| MORGAN STANLEY ACCT 0301 | P | $125,421 | $109,174 | $16,247 | $16,247 |
| MORGAN STANLEY ACCT 0301 | P | $71,614 | $54,266 | $17,348 | $17,348 |
| JPM 100% US TREAS FD- AGENGY FUND 676 | P | $411,661 | $411,661 | $0 | $0 |
| HENRY SCHEIN INC | D | $204,080 | $2,558 | $201,522 | $201,522 |
| HENRY SCHEIN INC | D | $1,566,967 | $19,577 | $1,547,390 | $1,547,390 |
| COVETRUS INC | D | $224,296 | $3,604 | $220,692 | $220,692 |
| MORGAN STANLEY ACCT 6301 | P | $23 | $23 | $23 | |
| MORGAN STANLEY ACCT 0301 - WASH SALES LOSS DISALLOWED | P | $3,643 | $3,643 | $3,643 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,277,373 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $33,110 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $33,110 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $33,110 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $23,960 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $25,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $48,960 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $15,850 | OverpaymentAmt |
| Applied To ES Tax | $15,850 | 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 | $13,516,587 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,133,764 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,650,351 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,650,351 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $219,755 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,430,596 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $721,530 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $721,530 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $33,110 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $33,110 | TotalTaxAmt |
| Distributable Before Adj | $688,420 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $688,420 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $688,420 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $821,540 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $821,540 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $821,540 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $688,420 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $47,594 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $86,537 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $62,876 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $110,970 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $307,977 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $821,540 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $688,420 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $133,120 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $441,097 | 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 | $47,594 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $393,503 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $86,537 | ExcessFromYear4Amt |
| Excess From Year3 | $62,876 | ExcessFromYear3Amt |
| Excess From Year2 | $110,970 | ExcessFromYear2Amt |
| Excess From Current Year | $133,120 | 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 (29 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 | AFRICA INSTITUTE GLOBAL FORUM | $125,000 |
| BROTHERHOOD SYNAGOGUE | ||||||
| 28 GRAMERCY PARK S | NEW YORK | NY | 10003 | PUBLIC CHARITY | GENERAL USE | $20,000 |
| CENTRAL SYNAGOGUE | ||||||
| 652 LEXINGTON AVE | NEW YORK | NY | 10022 | PUBLIC CHARITY | GENERAL USE | $10,000 |
| CHORDOMA FOUNDATION | ||||||
| PO BOX 2127 | DURHAM | NC | 27702 | PUBLIC CHARITY | GENERAL USE | $50,000 |
| DENTAL TRADE ALLIANCE FOUNDATION | ||||||
| 4350 FAIRFAX DR STE 220 | ARLINGTON | VA | 22203 | PUBLIC CHARITY | GENERAL USE | $10,000 |
| FRIENDS OF YEMIN ORDE | ||||||
| 4340 E WEST HWY STE 202 | BETHESDA | MD | 20814 | PUBLIC CHARITY | GENERAL USE | $5,000 |
| GLOBAL DIGNITY | ||||||
| 1285 AVENUE OF THE AMEIRCAS | NEW YORK | NY | 10019 | PUBLIC CHARITY | GENERAL USE | $3,000 |
| HILLEL INTERNATIONAL | ||||||
| 800 EIGHTH STREET NW | WASHINGTON | DC | 20001 | PUBLIC CHARITY | GENERAL USE | $5,000 |
| ISRAEL POLICY FORUM | ||||||
| 355 LEXINGTON AVE 14TH FLOOR | NEW YORK | NY | 10017 | PUBLIC CHARITY | GENERAL USE | $50,000 |
| MOUNT FREEDOM JEWISH CENTER | ||||||
| 1209 SUSSEX TURNPIKE | RANDOLPH | NJ | 07869 | PUBLIC CHARITY | GENERAL USE | $10,000 |
| NEW YORK UNIVERSITY SCHOOL OF PROFESSIONAL STUDIES | ||||||
| 7 E 12TH ST | NEW YORK | NY | 10003 | PUBLIC CHARITY | FOR THE CENTER OF HOSPITALITY | $10,000 |
| NYC MISSION SOCIETY | ||||||
| 646 MALCOLM X BLVD | NEW YORK | NY | 10037 | PUBLIC CHARITY | GENERAL USE | $5,000 |
| SHARED INTEREST | ||||||
| 121 W 27TH STREET SUITE 805 | NEW YORK | NY | 10001 | PUBLIC CHARITY | GENERAL USE | $25,000 |
| TEMPLE BETH EL OF HUNTINGTON | ||||||
| 660 PARK AVE | HUNTINGTON | NY | 11743 | PUBLIC CHARITY | GENERAL USE | $10,000 |
| THE LEFELL SCHOOL | ||||||
| 555 W HARTSDALE AVE | HARTSDALE | NY | 10530 | PUBLIC CHARITY | GENERAL USE | $42,400 |
| WORLD UNION FOR PROGRESSIVE JUDAISM | ||||||
| 633 3RD AVE 7 | NEW YORK | NY | 10017 | PUBLIC CHARITY | GENERAL USE | $50,000 |
| THE ABRAHAM JOSHUA HESCHEL SCHOOL | ||||||
| 20 WEST END AVE | NEW YORK | NY | 10023 | PUBLIC CHARITY | GENERAL USE | $35,000 |
| TEMPLE ISRAEL CENTER | ||||||
| 280 OLD MAMARONECK RD | WHITE PLAINS | NY | 10605 | PUBLIC CHARITY | GENERAL USE | $5,000 |
| NYU LANGONE HOSPITALS | ||||||
| 550 FIRST AVENUE | NEW YORK | NY | 10016 | PUBLIC CHARITY | GENERAL USE | $200,000 |
| AMERICAN JEWISH HISTORICAL SOCIETY | ||||||
| 15 W 16TH ST | NEW YORK | NY | 10011 | PUBLIC CHARITY | GENERAL USE | $2,500 |
| ISLAND HARVEST | ||||||
| 126 SPAGNOLI RD | MELVILLE | NY | 11747 | PUBLIC CHARITY | GENERAL USE | $10,000 |
| AHRC NYC FOUNDATION INC | ||||||
| 83 MAIDEN LN | NEW YORK | NY | 10038 | PUBLIC CHARITY | GENERAL USE | $20,000 |
| HOLOCAUST MEMORIAL & TOLERANCE CENTER | ||||||
| 100 CRESCENT BEACH RD | GLEN COVE | NY | 11542 | PUBLIC CHARITY | GENERAL USE | $1,000 |
| HEBREW ACADEMY OF NASSAU COUNTY | ||||||
| 240 HEMPSTEAD AVE | WEST HEMPSTEAD | NY | 11552 | PUBLIC CHARITY | GENERAL USE | $3,600 |
| AMERICAN JEWISH WORLD SERVICE | ||||||
| 45 W 36TH ST 11 | NEW YORK | NY | 10018 | PUBLIC CHARITY | GENERAL USE | $100,000 |
| PROJECT BREAD | ||||||
| 145 BORDER ST | BOSTON | MA | 02128 | PUBLIC CHARITY | GENERAL USE | $2,500 |
| RUBIN MUSEUM OF ART | ||||||
| 150 W 17TH ST | NEW YORK | NY | 10011 | PUBLIC CHARITY | GENERAL USE | $1,000 |
| LUMIND IDSC FOUNDATION | ||||||
| 20 BURLINGTON MALL RD STE 200 | BURLINGTON | MA | 01803 | PUBLIC CHARITY | GENERAL USE | $2,500 |
| THE IDEAL SCHOOL OF MANHATTAN | ||||||
| 314 W 91ST ST | NEW YORK | NY | 10024 | PUBLIC CHARITY | GENERAL USE | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $816,000 | 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 | $200,434 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,277,373 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,477,807 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,477,807 | 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 (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| STANLEY M BERGMAN | ||||||
| 1 | 102 E 30TH ST LL | NEW YORK | NY | 10016 | $221,356 | Yes (X) |
| MARION BERGMAN | ||||||
| 2 | 102 E 30TH ST LL | NEW YORK | NY | 10016 | $202,010 | Yes (X) |
| MARION BERGMAN | ||||||
| 3 | 102 E 30TH ST LL | NEW YORK | NY | 10016 | $1,558,867 | Yes (X) |
| MARION BERGMAN | ||||||
| 4 | 102 E 30TH ST LL | NEW YORK | NY | 10016 | $499 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 6,210 SHS OF CVET | $221,356 | 2021-01-27 |
| 2 | 3,116 SHS OF HSIC | $202,010 | 2020-09-16 |
| 3 | 23,845 SHS OF HSIC | $1,558,867 | 2020-11-13 |
| 4 | 14 SHS OF CVET | $499 | 2021-01-27 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,124 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,124 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | MORGAN STANLEY - CORPORATE NOTES | BondNm |
| EOY Book Value | $401,594 | EOYBookValueAmt |
| EOYFMV | $406,221 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MORGAN STANLEY - STOCKS, ETFS | StockNm |
| EOY Book Value | $9,793,392 | EOYBookValueAmt |
| EOYFMV | $11,950,238 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $717,280 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $713,882 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $1,168,576 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $1,210,359 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MORGAN STANLEY - MUTUAL FUND | FMV | $189,086 | $189,086 |
| JP MORGAN - MUTUAL FUND | FMV | $323,241 | $322,599 |
| MORGAN STANLEY #6301 - MUTUAL FUND | FMV | $625,116 | $500,090 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WASH SALES DISALLOWED - ON PAGE 1 | Desc |
| Amt | $3,643 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FILING FEES | Desc |
| Revenue And Expenses Per Books | $416 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $416 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN OR OTHER ADJUSTMENTS | $115,959 |
| MUNI INTEREST INCOME | $47,278 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $85,134 | Amt |
| Net Investment Income | $85,134 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $10,637 | $10,637 | $0 |
| EXCISE TAX | $25,304 | $0 | $0 |