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  5. THE DAVID BERG FOUNDATION, INC.

THE DAVID BERG FOUNDATION, INC.

Company Details

Name: THE DAVID BERG FOUNDATION, INC.
Jurisdiction: New York
Legal type: DOMESTIC NOT-FOR-PROFIT CORPORATION
Status: Active
Date of registration: 07 Nov 1991 (34 years ago)
Entity Number: 1589847
ZIP code: 10022
County: New York
Place of Formation: New York
Address: 900 THIRD AVENUE, NEW YORK, NY, United States, 10022

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
DAVID BERG FOUNDATION, INC. CASH BALANCE PLAN 2023 133753217 2024-09-25 DAVID BERG FOUNDATION 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2017-01-01
Business code 813000
Sponsor’s telephone number 2125178634
Plan sponsor’s address 800 FIFTH AVENUE, SUITE 4G, NEW YORK, NY, 10065

Signature of
Role Plan administrator
Date 2024-09-25
Name of individual signing MICHELE TOCCI
Valid signature Filed with authorized/valid electronic signature
DAVID BERG FOUNDATION RETIREMENT PLAN 2023 133753217 2024-07-15 DAVID BERG FOUNDATION 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2000-01-01
Business code 813000
Sponsor’s telephone number 2125178634
Plan sponsor’s address 800 FIFTH AVENUE, SUITE 4G, NEW YORK, NY, 10065

Signature of
Role Plan administrator
Date 2024-07-15
Name of individual signing MICHELE TOCCI
DAVID BERG FOUNDATION, INC. CASH BALANCE PLAN 2022 133753217 2023-09-22 DAVID BERG FOUNDATION 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2017-01-01
Business code 813000
Sponsor’s telephone number 2125178634
Plan sponsor’s address 800 FIFTH AVENUE, SUITE 4G, NEW YORK, NY, 10065

Signature of
Role Plan administrator
Date 2023-09-22
Name of individual signing MICHELE TOCCI
DAVID BERG FOUNDATION RETIREMENT PLAN 2022 133753217 2023-07-11 DAVID BERG FOUNDATION 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2000-01-01
Business code 813000
Sponsor’s telephone number 2125178634
Plan sponsor’s address 800 FIFTH AVENUE, SUITE 4G, NEW YORK, NY, 10065

Signature of
Role Plan administrator
Date 2023-07-11
Name of individual signing MICHELE TOCCI
DAVID BERG FOUNDATION, INC. CASH BALANCE PLAN 2021 133753217 2022-10-03 DAVID BERG FOUNDATION 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2017-01-01
Business code 813000
Sponsor’s telephone number 2125178634
Plan sponsor’s address 800 FIFTH AVENUE, SUITE 4G, NEW YORK, NY, 10065

Signature of
Role Plan administrator
Date 2022-10-03
Name of individual signing MICHELE TOCCI
DAVID BERG FOUNDATION RETIREMENT PLAN 2021 133753217 2022-07-26 DAVID BERG FOUNDATION 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2000-01-01
Business code 813000
Sponsor’s telephone number 2125178634
Plan sponsor’s address 800 FIFTH AVENUE, SUITE 4G, NEW YORK, NY, 10065

Signature of
Role Plan administrator
Date 2022-07-26
Name of individual signing MICHELE TOCCI
DAVID BERG FOUNDATION RETIREMENT PLAN 2020 133753217 2021-09-24 DAVID BERG FOUNDATION 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2000-01-01
Business code 813000
Sponsor’s telephone number 2125178634
Plan sponsor’s address 800 FIFTH AVENUE, SUITE 4G, NEW YORK, NY, 10065

Signature of
Role Plan administrator
Date 2021-09-24
Name of individual signing MICHELE TOCCI
DAVID BERG FOUNDATION, INC. CASH BALANCE PLAN 2020 133753217 2021-10-12 DAVID BERG FOUNDATION 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2017-01-01
Business code 813000
Sponsor’s telephone number 2125178634
Plan sponsor’s address 800 FIFTH AVENUE, SUITE 4G, NEW YORK, NY, 10065

Signature of
Role Plan administrator
Date 2021-10-12
Name of individual signing MICHELE TOCCI
DAVID BERG FOUNDATION RETIREMENT PLAN 2019 133753217 2020-09-08 DAVID BERG FOUNDATION 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2000-01-01
Business code 813000
Sponsor’s telephone number 2125178634
Plan sponsor’s address 800 FIFTH AVENUE, SUITE 4G, NEW YORK, NY, 10065

Signature of
Role Plan administrator
Date 2020-09-08
Name of individual signing MICHELE TOCCI
DAVID BERG FOUNDATION, INC. CASH BALANCE PLAN 2019 133753217 2020-10-12 DAVID BERG FOUNDATION 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2017-01-01
Business code 813000
Sponsor’s telephone number 2125178634
Plan sponsor’s address 800 FIFTH AVENUE, SUITE 4G, NEW YORK, NY, 10065

Signature of
Role Plan administrator
Date 2020-10-12
Name of individual signing MICHELE TOCCI

DOS Process Agent

Name Role Address
C/O SCHULTE ROTH & ZABEL LLP DOS Process Agent 900 THIRD AVENUE, NEW YORK, NY, United States, 10022

History

Start date End date Type Value
1991-11-07 2000-11-08 Address 230 PARK AVENUE, NEW YORK, NY, 10169, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
001108000796 2000-11-08 CERTIFICATE OF AMENDMENT 2000-11-08
911107000011 1991-11-07 CERTIFICATE OF INCORPORATION 1991-11-07

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
13-3753217 Corporation Unconditional Exemption 16 EAST 73RD ST, NEW YORK, NY, 10021-4129 1994-03
In Care of Name % BERG DAVID
Group Exemption Number 0000
Subsection Charitable Organization, Educational Organization, Literary Organization, Organization to Prevent Cruelty to Animals, Organization to Prevent Cruelty to Children, Organization for Public Safety Testing, Religious Organization, Scientific Organization
Affiliation Independent - This code is used if the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Classification Government Instrumentality, Title-Holding Corporation, Charitable Organization, Agricultural Organization, Board of Trade, Pleasure, Recreational, or Social Club, Fraternal Beneficiary Society, Order or Association, Voluntary Employees' Beneficiary Association (Non-Govt. Emps.), Domestic Fraternal Societies and Associations, Teachers Retirement Fund Assoc., Benevolent Life Insurance Assoc., Burial Association, Credit Union, Mutual Insurance Company or Assoc. Other Than Life or Marine, Corp. Financing Crop Operations, Supplemental Unemployment Compensation Trust or Plan, Employee Funded Pension Trust (Created Before 6/25/59), Post or Organization of War Veterans, Legal Service Organization, Black Lung Trust, Multiemployer Pension Plan, Veterans Assoc. Formed Prior to 1880, Trust Described in Sect. 4049 of ERISA, Title Holding Co. for Pensions, etc., State-Sponsored High Risk Health Insurance Organizations, State-Sponsored Workers' Compensation Reinsurance, ACA 1322 Qualified Nonprofit Health Insurance Issuers, Apostolic and Religious Org. (501(d)), Cooperative Hospital Service Organization (501(e)), Cooperative Service Organization of Operating Educational Organization (501(f)), Child Care Organization (501(k)), Charitable Risk Pool, Qualified State-Sponsored Tuition Program, 4947(a)(1) - Private Foundation (Form 990PF Filer)
Deductibility Contributions are deductible.
Foundation Private non-operating foundation
Tax Period 2023-12
Asset 50,000,000 to greater
Income 10,000,000 to 49,999,999
Filing Requirement 990 - Not required to file (all other)
PF Filing Requirement 990-PF return
Accounting Period Dec
Asset Amount 92563422
Income Amount 36514806
Form 990 Revenue Amount -
National Taxonomy of Exempt Entities -
Sort Name -

Publication 78 Data
Description Organizations eligible to receive tax-deductible charitable contributions. Users may rely on this list in determining deductibility of their contributions.
On Publication 78 Data List Yes
Deductibility Type of organization and use of contribution: A private foundation. Deductibility Limitation: 30% (generally)

Copies of Returns (990, 990-EZ, 990-PF, 990-T)
Organization Name DAVID BERG FOUNDATION INC
EIN 13-3753217
Tax Period 202212
Filing Type E
Return Type 990PF
File View File
Organization Name DAVID BERG FOUNDATION INC
EIN 13-3753217
Tax Period 202212
Filing Type E
Return Type 990T
File View File
Organization Name DAVID BERG FOUNDATION INC
EIN 13-3753217
Tax Period 202112
Filing Type E
Return Type 990PF
File View File
Organization Name DAVID BERG FOUNDATION INC
EIN 13-3753217
Tax Period 202112
Filing Type E
Return Type 990T
File View File
Organization Name DAVID BERG FOUNDATION INC
EIN 13-3753217
Tax Period 202012
Filing Type E
Return Type 990PF
File View File
Organization Name DAVID BERG FOUNDATION INC
EIN 13-3753217
Tax Period 202012
Filing Type E
Return Type 990T
File View File
Organization Name DAVID BERG FOUNDATION INC
EIN 13-3753217
Tax Period 201912
Filing Type P
Return Type 990T
File View File
Organization Name DAVID BERG FOUNDATION INC
EIN 13-3753217
Tax Period 201912
Filing Type E
Return Type 990PF
File View File
Organization Name DAVID BERG FOUNDATION INC
EIN 13-3753217
Tax Period 201812
Filing Type E
Return Type 990PF
File View File
Organization Name DAVID BERG FOUNDATION INC
EIN 13-3753217
Tax Period 201812
Filing Type P
Return Type 990T
File View File
Organization Name DAVID BERG FOUNDATION INC
EIN 13-3753217
Tax Period 201712
Filing Type E
Return Type 990PF
File View File
Organization Name DAVID BERG FOUNDATION INC
EIN 13-3753217
Tax Period 201712
Filing Type P
Return Type 990T
File View File
Organization Name DAVID BERG FOUNDATION INC
EIN 13-3753217
Tax Period 201612
Filing Type E
Return Type 990PF
File View File
Organization Name DAVID BERG FOUNDATION INC
EIN 13-3753217
Tax Period 201612
Filing Type P
Return Type 990T
File View File
Organization Name DAVID BERG FOUNDATION INC
EIN 13-3753217
Tax Period 201512
Filing Type E
Return Type 990PF
File View File

Related by officers

C/O SCHULTE ROTH & ZABEL LLP

BETTY SANTANGELO P.C. IDRP NEW YORK, INC. MK-MENLO PROPERTY OWNER LLC PBJ INVESTMENTS LLC SCHULTE ROTH & ZABEL INTERNATIONAL LLP SEVEN HARBOUR GLOBAL, LP SMITH COVE CAPITAL GP LLC SECOR PARTNERS, LLC RESPONSA, INC. LAM U.S. MARKET NEUTRAL GP, LLC

Related by address

900 THIRD AVENUE, NEW YORK, NY, United States, 10022

110 CARMANS REALTY LLC 1194 REAL ESTATE VENTURES LLC 1217 INC. 144 EAST 30 OWNERS, LLC 823 PROSPECT REALTY LLC ADELE TOKOU-DADA FOUNDATION, INC. AKOIO FOUNDATION, INC. AMERICAN FRIENDS OF ONO ACADEMIC COLLEGE, INC. AVATAR INVESTORS ASSOCIATES CORP. BAGELS ON MAIN LLC

Date of last update: 15 Mar 2025

Sources: New York Secretary of State

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