Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2019
Open to Public Inspection
For calendar year 2019, or tax year beginning 05-01-2017 , and ending 04-30-2018
Name of foundation
SOL & MARGARET BERGER FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)140 HEPBURN ROAD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CLIFTON, NJ07012
A Employer identification number

13-6118516
B Telephone number (see instructions)

(973) 777-0723
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$16,707,928J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 330 330  
4 Dividends and interest from securities... 635,153 635,153  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 13,877
b Gross sales price for all assets on line 6a 1,826,986
7 Capital gain net income (from Part IV, line 2)... 13,877
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 47,143 52,380  
12 Total. Add lines 1 through 11........ 696,503 701,740  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 60,000 6,000   54,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 73,000 14,600   58,400
c Other professional fees (attach schedule).... Click to see attachment 9,898 3,299   6,599
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 1,708 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 144,606 23,899   118,999
25 Contributions, gifts, grants paid....... 669,437 669,437
26 Total expenses and disbursements. Add lines 24 and 25 814,043 23,899   788,436
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -117,540
b Net investment income (if negative, enter -0-) 677,841
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2019)
Form 990-PF (2019)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 174,752 77,475 77,475
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 1,709,727 Click to see attachment1,689,084 1,787,055
b Investments—corporate stock (attach schedule)....... 6,555,748 Click to see attachment6,757,511 10,190,625
c Investments—corporate bonds (attach schedule)....... 4,833,854 Click to see attachment4,643,928 4,652,773
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 8,673 0 0
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 13,282,754 13,167,998 16,707,928
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment0 Click to see attachment2,784
23 Total liabilities (add lines 17 through 22)......... 0 2,784
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 13,282,754 13,165,214
30 Total liabilities and net assets/fund balances (see instructions). 13,282,754 13,167,998
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
13,282,754
2
Enter amount from Part I, line 27a .....................
2
-117,540
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
13,165,214
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
13,165,214
Form 990-PF (2019)
Form 990-PF (2019)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a INVESCO VAN KAMPEN SENIOR INCOME TRUST P 2010-07-29 2018-04-09
b TORCHMARK CORP JR SUB DEB CUM5.875% DUE 2052 P 2012-09-17 2017-12-22
c ARCHER DANIELS MIDLAND CO 5.45% 3/15/18 P 2008-04-11 2017-09-29
d AMERICAN EXPREE CO 6.15% 8/28/17 P 2008-04-15 2017-08-28
e GLAXOSMITHKLINE CAP INC 5/15/18 5.65% P 2008-06-03 2018-04-09
WYETH 02/01/24 6.45% P 2015-12-02 2017-10-11
BARCLAYS BANK P 2017-02-28 2017-09-06
GENERAL ELECTRI CAP CORP5.625% 9/15/17 P 2008-04-30 2017-09-15
GOLDMAN SACHS GROUP INC 5.95% 1/18/18 P 2008-07-29 2018-01-01
MIAMI FLA REV TAXABLE 6.75% 12/01/18 P 2009-07-13 2017-12-01
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 101,658   105,558 -3,900
b 100,000   100,000 0
c 283,097   278,374 4,723
d 250,000   250,000 0
e 100,310   100,005 305
121,921   109,734 12,187
400,000   400,000 0
200,000   200,000 0
250,000   250,000 0
20,000   19,438 562
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -3,900
b       0
c       4,723
d       0
e       305
      12,187
      0
      0
      0
      562
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 13,877
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2018 804,898 15,604,914 0.051580
2017 823,458 16,238,255 0.050711
2016 817,443 16,815,407 0.048613
2015 826,478 16,796,312 0.049206
2014 707,533 16,392,773 0.043161
2
Total of line 1, column (d) .....................
2
0.243271
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.048654
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5......
4
15,993,693
5
Multiply line 4 by line 3......................
5
778,157
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
6,778
7
Add lines 5 and 6........................
7
784,935
8
Enter qualifying distributions from Part XII, line 4,.............
8
788,436
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2019)
Form 990-PF (2019)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 6,778
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 6,778
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 6,778
6 Credits/Payments:
a 2019 estimated tax payments and 2018 overpayment credited to 2019 6a 5,058
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 6,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 11,058
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 32
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 4,248
11 Enter the amount of line 10 to be: Credited to 2020 estimated taxBullet4,248 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNY
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2019 or the taxable year beginning in 2019? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletPRAGER METIS CPA'S LLC Telephone no.bullet (914) 218-1300

    Located atbullet333 WESTCHESTER AVENUE EAST BLDGSTE E-1101WHITE PLAINNY ZIP+4bullet10604
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2019?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2019, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2019?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2019 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2019.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2019?
    4b
     
    No
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    RENEE BERGER TRUSTEE
    10.00     		30,000 0 0
    188 EAST 78TH STREET APT3A
    NEW YORK,NY100750573
    SANDYE AIDNER TRUSTEE
    10.00     		30,000 0 0
    180 EAST END AVENUE APT14G
    NEW YORK,NY10128
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
     
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
     
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 NOT APPLICABLE 0
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 NOT APPLICABLE 0
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    16,108,188
    b
    Average of monthly cash balances.......................
    1b
    126,119
    c
    Fair market value of all other assets (see instructions)................
    1c
    2,945
    d
    Total (add lines 1a, b, and c).........................
    1d
    16,237,252
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    16,237,252
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    243,559
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    15,993,693
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    799,685
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    799,685
    2a
    Tax on investment income for 2019 from Part VI, line 5......
    2a
    6,778
    b
    Income tax for 2019. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    6,778
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    792,907
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    792,907
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    792,907
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    788,436
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    788,436
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    6,778
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    781,658
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2018     		(c)
    2018     		(d)
    2019
    1 Distributable amount for 2019 from Part XI, line 7 792,907
    2 Undistributed income, if any, as of the end of 2019:
    a Enter amount for 2018 only....... 754,853
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2019:
    a From 2014......  
    b From 2015......  
    c From 2016......  
    d From 2017......  
    e From 2018......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2019 from Part
    XII, line 4: bullet$ 788,436
    a Applied to 2018, but not more than line 2a 754,853
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2019 distributable amount..... 33,583
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2019. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2018. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2019. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2020 ..........     		759,324
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2014 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2020.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2015....  
    b Excess from 2016....  
    c Excess from 2017....  
    d Excess from 2018....  
    e Excess from 2019....  
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2019, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2019 (b) 2018 (c) 2017 (d) 2016
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    92ND STREET Y
    1395 LEXINGTON AVENUE
    NEW YORK,NY10128     		NONE 501(C)(3) CHARITABLE CONTRIBUTION 10,000
    ADAMS MEMORIAL LIBRARY
    212 COLLEGE STREET
    WOODBURY,TN37190     		NONE 501(C)(3) CHARITABLE CONTRIBUTION 5,000
    ALBERT EINSTEIN COLLEGE OF MEDICINE
    1300 MORRIS PARK AVENUE
    NEW YORK,NY10461     		NONE 501(C)(3) CHARITABLE CONTRIBUTION 2,800
    ALZHEIMER'S ASSOCIATION OF NYC
    225 N MICHIGAN AVE FL 17
    CHICAGO,IL60601     		NONE 501(C)(3) CHARITABLE CONTRIBUTION 600
    AMERICAN MUSEUM OF NATURAL HISTORY
    CENTRAL PARK WEST AT 79 STREET
    NEW YORK,NY10024     		NONE 501(C)(3) CHARITABLE CONTRIBUTION 775
    ARF
    2890 MITCHELL DRIVE
    WALNUT CREEK,CA94598     		NONE 501(C)(3) CHARITABLE CONTRIBUTION 250
    ART CENTER OF CANNON COUNTY
    1424 JOHN BRAGG HWY
    WOODBURY,TN37190     		NONE 501(C)(3) CHARITABLE CONTRIBUTION 65,000
    ASPHALT GREEN SCHOLARSHIP
    555 EAST 90TH ST
    NEW YORK,NY10128     		NONE 501(C)(3) CHARITABLE CONTRIBUTION 5,000
    ASSOCIATION TO BENEFIT CHILDREN
    419 EAST 86TH STREET
    NEW YORK,NY10028     		NONE 501(C)(3) CHARITABLE CONTRIBUTION 25,200
    BAY STREET THEATER
    1 BAY STREET
    SAG HARBOR,NY11963     		NONE 501(C)(3) CHARITABLE CONTRIBUTION 5,000
    BEADS FOR EDUCATION
    5501 VENTOR AVE
    VENTOR CITY,NJ08406     		NONE 501(C)(3) CHARITABLE CONTRIBUTION 500
    BEVERLY HILLS WOMEN'S CLUB
    1700 CHEVY CHASE DRIVE
    BEVERLY HILLS,CA90210     		NONE 501(C)(3) CHARITABLE CONTRIBUTION 19,460
    BROADWAY CARES
    165 W 46TH ST STE 1300
    NEW YORK,NY10036     		NONE 501(C)(3) CHARITABLE CONTRIBUTION 150
    BROOKLYN MUSEUM
    200 EASTERN PKWY
    BROOKLYN,NY11238     		NONE 501(C)(3) CHARITABLE CONTRIBUTION 500
    CAMP OAKHURSTSHORE FRIENDS
    1140 BROADWAY 930
    NEW YORK,NY10001     		NONE 501(C)(3) CHARITABLE CONTRIBUTION 500
    CARL SCHULTZ PARK CONSERVANCY
    1562 FIRST AVENUE STE 331
    NEW YORK,NY10028     		NONE 501(C)(3) CHARITABLE CONTRIBUTION 4,575
    CENTRAL PARK CONSERVANCY INC
    14 EAST 60TH ST
    NEW YORK,NY10022     		NONE 501(C)(3) CHARITABLE CONTRIBUTION 500
    CHILDRENS CANCER RESEARCH FUND
    7301 OHMS LANE STE 460
    MINNEAPOLIS,MN55439     		NONE 501(C)(3) CHARITABLE CONTRIBUTION 2,500
    DAMON RUNYON CANCER RESEARCH
    ONE EXCHANGE PLAZA 55 BROADWAY STE
    302
    NEW YOK,NY10006     		NONE 501(C)(3) CHARITABLE CONTRIBUTION 135,776
    DAMON RUNYON WALTER WINCHELL CANCER FUND
    ONE EXCHANGE PLAZA 55 BROADWAY
    SUITE 302
    NEW YORK,NY10006     		NONE 501(C)(3) CHARITABLE CONTRIBUTION 516
    DAMON RUNYON
    ONE EXCHANGE PLAZA 55 BROADWAY STE
    302
    NEW YORK,NY10006     		NONE 501(C)(3) CHARITABLE CONTRIBUTION 1,881
    DANA FARBERCANCER INSTITUTE
    450 BROOKLINE AVE
    BOSTON,NY02215     		NONE 501(C)(3) CHARITABLE CONTRIBUTION 100
    DELAWARE COMMUNITY FUND
    PO BOX 1636
    WILLMINGTON,DE19899     		NONE 501(C)(3) CHARITABLE CONTRIBUTION 300
    DOCTORS WITHOUT BORDERS
    40 RECTOR STREET 16TH FL
    NEW YORK,NY10006     		NONE 501(C)(3) CHARITABLE CONTRIBUTION 1,000
    ENGLEWOOD HOSPITAL & MEDICAL CENTER FOUNDATION (HEEL THE SOUL)
    350 ENGLE STREET
    ENGLEWOOD,NJ07631     		NONE 501(C)(3) CHARITABLE CONTRIBUTION 500
    EQUINE ADVOCATES
    PO BOX 354
    CHATHAM,NY12037     		NONE 501(C)(3) CHARITABLE CONTRIBUTION 4,800
    FAMILY AND PARENT DHH VOLUNTEERS OF AMERICA DEVELOPMENT
    5905 GOLDEN VALLEY ROAD
    GOLDEN VALLEY,MN55422     		NONE 501(C)(3) CHARITABLE CONTRIBUTION 100
    FOUNDATION FIGHTING BLINDNESS
    80 BROAD STREET
    NEW YORK,NY10004     		NONE 501(C)(3) CHARITABLE CONTRIBUTION 1,000
    FRED HUTCHINSON CANCER RESEARCH CENTER
    1100 FAIRVIEW AVE N
    SEATTLE,WA98109     		NONE 501(C)(3) CHARITABLE CONTRIBUTION 500
    FRICK MUSEUM
    1 E 70TH ST
    NEW YORK,NY10021     		NONE 501(C)(3) CHARITABLE CONTRIBUTION 2,500
    GREEN SPACE
    37-24 24TH ST N STE 302
    LONG ISLAND CITY,NY11101     		NONE 501(C)(3) CHARITABLE CONTRIBUTION 100
    GUGGENHEIM MUSEUM
    1071 5TH AVE
    NEW YORK,NY10128     		NONE 501(C)(3) CHARITABLE CONTRIBUTION 1,000
    HAPPINESS IS CAMPING
    62 SUNSET LAKE ROAD
    HARDWICK,NJ07825     		NONE 501(C)(3) CHARITABLE CONTRIBUTION 2,000
    HEBREW HOME AT RIVERDALE
    5901 PALISADE AVE
    RIVERDALE,NY10471     		NONE 501(C)(3) CHARITABLE CONTRIBUTION 5,000
    HOPES & HEROES
    161 FORT WASHINGTON AVE AT165TH S
    FL 7
    NEW YORK,NY10032     		NONE 501(C)(3) CHARITABLE CONTRIBUTION 10,000
    IFD FISCAL SPONSORSHIP
    30 JOHN STREET
    BROOKLYN,NY11201     		NONE 501(C)(3) CHARITABLE CONTRIBUTION 1,000
    IMPACT 100 COMMUNITY FOUNDATION
    7501 BOULDERS VIEW DRIVE ST 110
    RICHMOND,VA23225     		NONE 501(C)(3) CHARITABLE CONTRIBUTION 1,000
    INDIANA UNIVERSITY
    PO BOX 500
    BLOOMINGTON,IN47402     		NONE 501(C)(3) CHARITABLE CONTRIBUTION 7,500
    INSTITUTIONAL FOR EDUCATIONAL ACHEIVEMENT
    381 MADISON AVE
    NEW MILFORD,NJ07646     		NONE 501(C)(3) CHARITABLE CONTRIBUTION 1,600
    JAZZ AT LINCOLN CENTER
    3 COLUMBUS CIRCLE ST 1200
    NEW YORK,NY10019     		NONE 501(C)(3) CHARITABLE CONTRIBUTION 5,000
    JEWISH CENTER FOR THE HAMPTONS
    44 WOODS LANE
    EAST HAMPTON,NY11937     		NONE 501(C)(3) CHARITABLE CONTRIBUTION 500
    LINCOLN CENTER THEATER
    150 WEST 65TH ST
    NEW YORK,NY10023     		NONE 501(C)(3) CHARITABLE CONTRIBUTION 2,500
    LOUIS SEGRETO 26 FOUNDATION
    PO BOX 126
    HOLTSVILLE,NY11742     		NONE 501(C)(3) CHARITABLE CONTRIBUTION 5,000
    MANHATTAN THEATER CLUB
    311 WEST 43RD ST 8TH FL
    NEW YORK,NY10036     		NONE 501(C)(3) CHARITABLE CONTRIBUTION 12,500
    MARRICAL'S CASTLE SCHOOL
    419 EAST 86TH STREET
    NEW YORK,NY10028     		NONE 501(C)(3) CHARITABLE CONTRIBUTION 300
    MEMORIAL SLOAN KETTERING
    353 E 68TH STREET
    NEW YORK,NY10065     		NONE 501(C)(3) CHARITABLE CONTRIBUTION 200
    MET COUNCIL
    120 BROADWAY
    NEW YORK,NY10271     		NONE 501(C)(3) CHARITABLE CONTRIBUTION 1,800
    METROPOLITAN MUSEUM OF ART
    1000 5TH AVE
    NEW YORK,NY10028     		NONE 501(C)(3) CHARITABLE CONTRIBUTION 2,500
    MUSEUM OF ART AND DESIGN
    2 COLUMBUS CIRCLE
    NEW YORK,NY10019     		NONE 501(C)(3) CHARITABLE CONTRIBUTION 1,000
    MUSEUM OF JEWISH HERITAGE
    36 BATTERY PLACE
    NEW YORK,NY10280     		NONE 501(C)(3) CHARITABLE CONTRIBUTION 1,500
    NATIONAL MS SOCIETY
    733 THIRD AVENUE
    NEW YORK,NY10017     		NONE 501(C)(3) CHARITABLE CONTRIBUTION 700
    NEW YORK BOTANICAL GARDENS
    2900 SOUTHERN BLVD
    BRONX,NY10458     		NONE 501(C)(3) CHARITABLE CONTRIBUTION 1,000
    NJ SEEDS
    494 BROAD STREET STE 105
    NEWARK,NJ07102     		NONE 501(C)(3) CHARITABLE CONTRIBUTION 100
    NY METHODIST HOSPITAL
    506 6TH ST
    BROOKLYN,NY11215     		NONE 501(C)(3) CHARITABLE CONTRIBUTION 500
    PARKINSON'S MOVEMENT DISORDER CENTER
    ONE BOSTON MEDICAL CENTER PLACE
    BOSTON,MA02118     		NONE 501(C)(3) CHARITABLE CONTRIBUTION 500
    PARRISH ART MUSEUM
    279 MONTAUK HWY
    WATER MILL,NY11976     		NONE 501(C)(3) CHARITABLE CONTRIBUTION 2,500
    PET RESQ INC
    24 WEST RAILROAD AVE
    TENAFLY,NJ07670     		NONE 501(C)(3) CHARITABLE CONTRIBUTION 100
    PLAN INTERNATIONAL USA
    155 PLAN WAY
    WARWICK,RI02886     		NONE 501(C)(3) CHARITABLE CONTRIBUTION 496
    RIVERDALE COUNTY SCHOOL
    5250 FIELDSTON RD
    BRONX,NY10471     		NONE 501(C)(3) CHARITABLE CONTRIBUTION 3,000
    RONALD MCDONALD HOUSE
    ONE KROC DRIVE
    OAK BROOK,IL60523     		NONE 501(C)(3) CHARITABLE CONTRIBUTION 117,500
    ROUNDABOUT THEATER
    231 WEST 39 STREET
    NEW YORK,NY10018     		NONE 501(C)(3) CHARITABLE CONTRIBUTION 2,500
    SAMUEL WAXMAN CANCER RESEARCH
    420 LEXINGTON AVE RM 825
    NEW YORK,NY10070     		NONE 501(C)(3) CHARITABLE CONTRIBUTION 1,000
    SATO PROJECT
    130 WATER STREET
    BROOKLYN,NY11201     		NONE 501(C)(3) CHARITABLE CONTRIBUTION 400
    SEARCH DOG FOUNDATION
    501 E OJAI AVE
    OJAI,CA93203     		NONE 501(C)(3) CHARITABLE CONTRIBUTION 1,000
    SMILE TRAIN
    41 MADISON AVE 28TH FL
    NEW YORK,NY10010     		NONE 501(C)(3) CHARITABLE CONTRIBUTION 10,000
    STEPHEN SILLER TUNNEL OF TOWERS
    2361 HYLAN BLVD
    STATEN ISLAND,NY10306     		NONE 501(C)(3) CHARITABLE CONTRIBUTION 5,000
    TEMPLE SHAARAY TEFILA
    180 PEARSALL DRIVE
    MOUNT VERNON,NY10552     		NONE 501(C)(3) CHARITABLE CONTRIBUTION 108
    TEMPLE SINAI OF BERGEN COUNTY
    ONE ENGLE ST
    TENAFLY,NJ07670     		NONE 501(C)(3) CHARITABLE CONTRIBUTION 9,500
    THE HOLE IN THE WALL CAMP
    555 LONG WARF DRIVE
    NEW HAVEN,CT06511     		NONE 501(C)(3) CHARITABLE CONTRIBUTION 5,000
    THE JEWISH MUSEUM
    1109 5TH AVE
    NEW YORK,NY10128     		NONE 501(C)(3) CHARITABLE CONTRIBUTION 5,000
    THE MUSEUM MODERN ART
    11 WEST 53 STREET
    NEW YORK,NY10019     		NONE 501(C)(3) CHARITABLE CONTRIBUTION 600
    THE SEEING EYE DOG FOUNDATION
    PO BOX 375
    MORRISTOWN,NJ07963     		NONE 501(C)(3) CHARITABLE CONTRIBUTION 1,000
    TUNNEL TO STET
    2361 HYLAN BLVD
    STATEN ISLAND,NY10306     		NONE 501(C)(3) CHARITABLE CONTRIBUTION 5,000
    UJA FEDERATION OF NEW YORK
    701 WESTCHESTER AVE STE 203E
    WHITE PLAINS,NY10604     		NONE 501(C)(3) CHARITABLE CONTRIBUTION 10,050
    UNIVERSITY OF MIAMI
    STANFORD DRIVE
    CORAL GABLES,FL33124     		NONE 501(C)(3) CHARITABLE CONTRIBUTION 100,000
    UNIVERSITY OF VERMONT (UVM)
    SOUTH PROSPECT STREET
    BURLINGTON,VT05405     		NONE 501(C)(3) CHARITABLE CONTRIBUTION 2,000
    VISIONS
    945 MADISON AVENUE
    NEW YORK,NY10021     		NONE 501(C)(3) CHARITABLE CONTRIBUTION 1,000
    VOLUNTEERS OF AMERICA - GREATER NEW YORK
    135 WEST 50TH STREET 9TH FL
    NEW YORK,NY10020     		NONE 501(C)(3) CHARITABLE CONTRIBUTION 18,200
    WATER FOR SOUTH SUDAN INC
    PO BOX 25551
    ROCHESTER,NY14625     		NONE 501(C)(3) CHARITABLE CONTRIBUTION 5,000
    WHITNEY MUSEUM OF AMERICAN ART
    99 GANSEVOORT STREET
    NEW YORK,NY10014     		NONE 501(C)(3) CHARITABLE CONTRIBUTION 1,000
    WILDLIFE CONSERVATION SOCIETY
    2300 SOUTHERN BLVD
    BRONX,NY10460     		NONE 501(C)(3) CHARITABLE CONTRIBUTION 400
    Total .................................bullet 3a 669,437
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 330  
    4 Dividends and interest from securities....     14 635,153  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....     41 47,143  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 13,877  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 696,503 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    696,503
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2019)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2017 AccountingFeesSchedule
    Name:
    SOL & MARGARET BERGER FOUNDATION
    EIN:
    13-6118516
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PROFESSIONAL FEES 73,000 14,600   58,400

    TY 2017 InvestmentsCorpBondsSchedule
    Name:
    SOL & MARGARET BERGER FOUNDATION
    EIN:
    13-6118516
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CORPORATE BONDS - SEE ATTACHED 4,643,928 4,652,773

    TY 2017 InvestmentsCorpStockSchedule
    Name:
    SOL & MARGARET BERGER FOUNDATION
    EIN:
    13-6118516
    Name of Stock End of Year Book Value End of Year Fair Market Value
    MARKETABLE SECURITIES - SEE ATTACHED 5,245,409 4,836,859
    MUTUAL FUNDS - SEE ATTACHED 1,512,102 5,353,766

    TY 2017 InvestmentsGovtObligationsSch
    Name:
    SOL & MARGARET BERGER FOUNDATION
    EIN:
    13-6118516
    US Government Securities - End of Year Book Value:

    0
    US Government Securities - End of Year Fair Market Value:

    0
    State & Local Government Securities - End of Year Book Value:


    1,689,084
    State & Local Government Securities - End of Year Fair Market Value:


    1,787,055


    TY 2017 OtherIncomeSchedule2
    Name:
    SOL & MARGARET BERGER FOUNDATION
    EIN:
    13-6118516
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    LOSS FROM PARTNERSHIPS -5,237 0 -5,237
    MISCELLANEOUS INCOME 52,380 52,380 52,380


    TY 2017 OtherLiabilitiesSchedule
    Name:
    SOL & MARGARET BERGER FOUNDATION
    EIN:
    13-6118516
    Description Beginning of Year - Book Value End of Year - Book Value
    NET INVESTMENT IN REAL ESTATE PARTNERSHIPS IN EXECESS OF BASIS 0 2,784


    TY 2017 OtherProfessionalFeesSchedule
    Name:
    SOL & MARGARET BERGER FOUNDATION
    EIN:
    13-6118516
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FINANCIAL CONSULTING FEES 9,898 3,299   6,599


    TY 2017 TaxesSchedule
    Name:
    SOL & MARGARET BERGER FOUNDATION
    EIN:
    13-6118516
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    NYS FILING FEE 750 0   0
    FEDERAL TAXES 958 0   0