VERGEL FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- VERGEL FOUNDATION (EIN 13-4027930)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-03-23
- IRS object ID
- 202620829349100017
- Schema version
- 2025v4.0
- 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
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-03-23T12:14:21-07:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 202747426 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICH AND BANDER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 79 MADISON AVE 2ND FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10016 | 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 | 134027930 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VERGEL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | VERG | BusinessNameControlTxt |
| Phone | 2122557744 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 180 VARICK STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10014 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN KOEGEL | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2122557744 | PhoneNum |
| Signature | 2026-03-23 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JONATHAN A BANDER | PreparerPersonNm |
| PTIN | P00561220 | PTIN |
| Phone | 2126842470 | PhoneNum |
| Preparation | 2026-03-23 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | $17,625,756 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $19,732 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $13,332 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $13,332 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $13,332 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $302,087 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $302,087 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $302,087 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $88,683 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,218,414 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $88,683 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $423,834 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $404,102 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $315,419 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $68,798 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $3,440 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $3,440 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $65,358 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $2,545 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $127 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $127 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $2,418 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $7,053 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $7,053 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,960 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $5,000 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $960 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $84,247 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $67,742 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $67,742 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $16,505 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,311 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $4,311 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $91,559 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $91,559 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $166,065 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $166,065 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $430,538 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $76,309 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $76,309 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $354,229 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $533,370 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $533,370 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $963,908 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $76,309 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $76,309 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $887,599 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$540,074 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $327,793 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $239,110 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $900,951 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $248,087 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $248,087 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers BOY | $100,000 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $100,000 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $100,000 | RcvblFromOfficersEOYFMVAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Stock BOY | $10,199,599 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,774,790 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,774,790 | CorporateStockEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land Bldg Equip Cost Or Other Bss | $849,081 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $24,581 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $824,500 | LandBOYAmt |
| Land EOY | $824,500 | LandEOYAmt |
| Land EOYFMV | $824,500 | LandEOYFMVAmt |
| Other Assets BOY | $5,519,379 | OtherAssetsBOYAmt |
| Other Assets EOY | $5,678,379 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $5,678,379 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $17,544,429 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,625,756 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,625,756 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $11,998 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $378 | AccountsPayableEOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $11,998 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $378 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $17,532,431 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $17,625,378 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $17,532,431 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,625,378 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $17,544,429 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $17,625,756 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $17,532,431 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$540,074 | ExcessRevenueOverExpensesAmt |
| Other Increases | $633,021 | OtherIncreasesAmt |
| Subtotal | $17,625,378 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $17,625,378 | 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 |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $1,218,414 | GrossSalesPriceAmt |
| Depreciation | $0 | DepreciationAmt |
| Cost Or Other Basis | $1,129,731 | CostOrOtherBasisAmt |
| Gain Or Loss | $88,683 | GainOrLossAmt |
| FMV As Of123169 | $0 | FMVAsOf123169Amt |
| Adjusted Basis As Of123169 | $0 | AdjustedBasisAsOf123169Amt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | $88,683 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $88,683 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,556 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,556 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,556 | TaxBasedOnInvestmentIncomeAmt |
| Original Return Tax Paid | $0 | OriginalReturnTaxPaidAmt |
| Tax Due | $4,556 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JOHN B KOEGEL | IndividualWithBooksNm |
| Phone | 2122557744 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 180 VARICK STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10014 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT R LITTMAN | ||||||||
| 180 VARICK STREET | New York | NY | 10014 | PRESIDENT | 40.00 | $20,833 | $0 | $0 |
| SULLY BONNELLY | ||||||||
| 180 VARICK STREET | New York | NY | 10014 | DIRECTOR | 40.00 | $41,667 | $0 | $0 |
| JOHN B KOEGEL | ||||||||
| 180 VARICK STREET | NEW YORK | NY | 10014 | TREASURER & SECRETARY | 5.00 | $7,053 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION CONTINUED TO ADMINISTER A MODIFIED ART COLLECTION AND EXPLORED OPPPORTUNITIES FOR EXHIBITIONS CONNECTED TO CERTAIN ARTISTS FOR WHICH THE FOUNDATION HELD EXAMPLES OF THEIR ARTWORKS. | Description1Txt |
| Expenses1 | $887,599 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $10,362,333 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $553,375 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,915,708 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $10,915,708 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $163,736 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,751,972 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $537,599 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $887,599 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $887,599 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $239,500 | ExcessDistributionCyovYr1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 1999-05-28 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $239,110 | CurrentYearAmt |
| Year1 | $224,020 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Total | $463,130 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $203,244 | CurrentYearAmt |
| Year1 | $190,417 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Total | $393,661 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $887,599 | CurrentYearAmt |
| Year1 | $239,500 | Year1Amt |
| Year2 | $771,161 | Year2Amt |
| Year3 | $578,494 | Year3Amt |
| Total | $2,476,754 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $887,599 | CurrentYearAmt |
| Year1 | $239,500 | Year1Amt |
| Year2 | $771,161 | Year2Amt |
| Year3 | $578,494 | Year3Amt |
| Total | $2,476,754 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $17,625,756 | CurrentYearAmt |
| Year1 | $17,544,429 | Year1Amt |
| Year2 | $19,932,312 | Year2Amt |
| Year3 | $6,466,659 | Year3Amt |
| Total | $61,569,156 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $6,797,552 | CurrentYearAmt |
| Year1 | $7,272,274 | Year1Amt |
| Year2 | $9,442,146 | Year2Amt |
| Year3 | $5,313,998 | Year3Amt |
| Total | $28,825,970 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $358,399 | CurrentYearAmt |
| Year1 | $361,650 | Year1Amt |
| Total | $720,049 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JOHN B KOEGEL | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 180 VARICH STREET SUITE 1102 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10014 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2122557744 | RecipientPhoneNum |
| Form And Info And Materials | LETTER | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| NEW YORK UNIVERSITY | ||||||
| 70 WASHINGTON SQ SOUTH | NEW YORK | NY | 10012 | PC | CHARITY | $60,000 |
| NEW YORK CITY BALLET | ||||||
| 20 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | POF | CHARITY | $100,000 |
| ROTHKO CHAPEL | ||||||
| 1409 SUL ROSS ST | HOUSTON | TX | 770064829 | PF | CHARITY | $10,000 |
| SCHOOL OF AMERICAN BALLET | ||||||
| 70 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | PF | CHARITY | $10,000 |
| MACULAR DEGENERATION REASEARCH | ||||||
| 22512 GATEWAY CENTER DRIVE | CLARKSBURG | MD | 20871 | POF | CHARITY | $5,000 |
| CONGREGATION BNAI OLAM NEW YORK | ||||||
| 305 E 86TH STREET 17SW | NEW YORK | NY | 10028 | PC | CHARITY | $15,000 |
| GOD'S LOVE WE DELIVER | ||||||
| 166 6TH AVE | NEW YORK | NY | 10113 | POF | CHARITY | $10,000 |
| WORLD MONUMENTS FUND | ||||||
| 600 5TH AVE 25TH FL | NEW YORK | NY | 10020 | POF | CHARITY | $10,000 |
| PLANNED PARENT FEDERATION | ||||||
| 26 BLEEKER STREET | NEW YORK | NY | 10012 | PC | CHARITY | $15,000 |
| BROADWAY CARES EQUITY | ||||||
| 165 WEST 46TH STREET SUITE 1300 | NEW YORK | NY | 10036 | PC | CHARITY | $6,000 |
| DOMINICAN WOMENS DEVELOPMENT CENTER | ||||||
| 519 WEST 189TH STREET | NEW YORK | NY | 10040 | PC | CHARITY | $10,000 |
| LESLIE-LOHMAN MUSEUM | ||||||
| 26 WOOSTER STREET | NEW YORK | NY | 10013 | PC | CHARITY | $25,000 |
| THE DIAN FOSSEY GORILLA FUND | ||||||
| 800 CHEROKEE AVE | ATLANTA | GA | 30315 | PC | CHARITY | $20,000 |
| DISCALCED INC | ||||||
| 3 LAFAYETTE AVENUE | BROOKLYN | NY | 11217 | PC | CHARITY | $50,000 |
| BALLET SOCIETY INC | ||||||
| 8619 22ND STREET | PHOENIX | AZ | 85042 | PC | CHARITY | $125,000 |
| LAMBDA LEGAL | ||||||
| 120 WALL STREET 19TH FLOOR | NEW YORK | NY | 10005 | PC | CHARITY | $12,500 |
| BARGE MUSIC | ||||||
| POX BOX 2280 | NEW YORK | NY | 10019 | PC | CHARITY | $5,000 |
| CONTEMPORARY ART GROUP LOS ANGELES | ||||||
| 1304 SANDBORN AVE | LOS ANGELES | CA | 90027 | PC | CHARITY | $5,000 |
| DOROT INC | ||||||
| 171 W 85TH STREET | NEW YORK | NY | 10024 | PC | CHARITY | $5,000 |
| EDFORG | ||||||
| POX BOX 98051 | WASHINGTON | DC | 200908051 | PC | CHARITY | $5,000 |
| THE JOYCE THEATER NY | ||||||
| 175 8TH AVE | NEW YORK | NY | 10011 | PC | CHARITY | $5,000 |
| THE METROPOLITAN OPERA NEW YORK | ||||||
| 30 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | PC | CHARITY | $5,000 |
| VARIOUS | ||||||
| 180 VARICK STREET | NEW YORK | NY | 10014 | PC | CHARITY | $19,870 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $533,370 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,332 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $302,087 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $315,419 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $315,419 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | 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 | SULLY BONNELLY | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O VERGEL FOUNDATION | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10014 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $19,732 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| AUTO/TRANSPORTATION EQUIPMENT | $24,581 | $24,581 | $0 |
| BUILDINGS | $824,500 | $0 | $824,500 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ARTWORK | Desc |
| BOY Book Value | $5,519,379 | BOYBookValueAmt |
| EOY Book Value | $5,678,379 | EOYBookValueAmt |
| EOYFMV | $5,678,379 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| STORAGE | $73,410 | $0 | $0 | $73,410 |
| SHIPPING & PACKING | $27,757 | $0 | $0 | $27,757 |
| INSURANCE | $19,571 | $0 | $0 | $19,571 |
| OFFICE EXPENSES | $7,661 | $0 | $0 | $7,661 |
| MAINTENANCE | $37,666 | $0 | $0 | $37,666 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $633,021 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| NEUBERGER BERMAN INVESTMENT FEES | $67,742 | $67,742 | $67,742 | $0 |
| VARIOUS OTHER PROFESSIONAL FEES | $16,505 | $0 | $0 | $16,505 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| EXCISE TAXES | $3,114 | $0 | $0 | $3,114 |
| FILING FEES AND OTHER TAXES | $1,197 | $0 | $0 | $1,197 |