2026-07-09T16:03:35-05:00 2025-12-31 262464053 GOLDBERG & COMPANY 21800 OXNARD ST 420 WOODLAND HILLS CA 91367 990PF 2025-01-01 880593785 THE SAUL AND LESLIE BERNSTEIN FAMILY FOUNDATION INC SAUL 7322084226 232 SOUTH THIRD AVENUE HIGHLAND PARK NJ 08904 WENDY BAR PRESIDENT 7322084226 2026-06-25 1 JOSHUA GOLDBERG CPA P02176242 8189079700 2025 2025-03-06 01:10:19Z X 7184596 X X 69268 69268 -43203 1605550 0 26065 69268 0 0 0 6790 0 6790 65964 65964 0 2193 449 0 693 0 693 75640 66413 7483 330000 325000 405640 66413 332483 -379575 2855 19564 84831 84831 4594300 4149458 7099765 4613864 4234289 7184596 0 0 X 0 0 0 0 4613864 4234289 4613864 4234289 4613864 4234289 4613864 -379575 0 4234289 0 4234289 CHARLES SCHWAB-SHORT TERM 2025-06-30 2025-12-31 199211 253955 -54744 -54744 CHARLES SCHWAB-LONG TERM 2024-06-30 2025-12-31 1406339 1394798 11541 11541 -43203 40 0 40 0 40 1280 0 0 0 1280 0 1240 1240 0 0 0 0 0 0 0 0 0 0 0 0 1 NJ 1 0 0 0 0 1 N/A WENDY BAR 7322084226 232 SOUTH 3RD AVENUE HIGHLAND PARK NJ 08904 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 WENDY BAR 232 SOUTH 3RD AVENUE HIGHLAND PARK NJ 08907 PRESIDENT/TRUSTEE 10.00 0 0 0 ROBERT BERNSTEIN 29222 NW 51ST AVENUE RIDGEFIELD WA 98642 VP-SECRETARY/TRUSTEE 10.00 0 0 0 JONATHAN BERNSTEIN 558 DICKENS DRIVE HUMMELSONTOWN PA 17036 TREASURER/TRUSTEE 10.00 0 0 0 NONE 0 NONE 0 0 6834839 15840 0 6850679 0 0 6850679 102760 6747919 337396 337396 40 40 337356 0 337356 0 337356 332483 0 332483 337356 287826 0 0 332483 287826 0 0 44657 0 0 0 0 0 0 0 0 292699 0 0 0 X AMERICAN FRIENDS OF PEACE OF MIND 1 W85TH STREET APT 3C NEW YORK NY 10024 PC CHARITABLE 20000 AMERICAN JEWISH COMMITTEE 165 EAST 56 STREET NEW YORK NY 10022 PC CHARITABLE 2000 FJC-A FOUNDATION OF PHILANTHROPIC FUNDS 225 WEST 39TH STREET-12TH FLOOR NEW YORK NY 10018 PC CHARITABLE 30000 FOUNDATION FOR WOMEN AND GIRLS WITH BLOOD DISORDERS PO BOX 1358 MONTCLAIR NJ 07042 PC CHARITABLE 25000 FREE CLINIC OF SOUTHWEST WASHINGTON 4100 PLOMONDON ST VANCOUVER WA 98661 PC CHARITABLE 7000 HADASSAH THE WOMENS ZIONIST ORG OF AMERICA 40 WALL STREET 8TH FLOOR NEW YORK NY 10005 PC CHARITABLE 18000 JEWISH LEARNING INITIATIVE ON CAMPUS 40 RECTOR ST 4TH FLOOR NEW YORK NY 10004 PC CHARITABLE 5000 MENDING KIDS 21255 BURBANK BLVD STE 120 WOODLAND HILLS CA 91367 PC CHARITABLE 5000 NATIONAL ALLIANCE TO END HOMELESSNESS 1025 VERMONT AVENUE NW STE 1200 WASHINGTON DC 20005 PC CHARITABLE 7500 NETIVOT 511 RYDERS LANE EAST BRUNSWICK NJ 08816 PC CHARITABLE 15000 SHRINERS CHILDREN'S PORTLAND 3101 SW SAM JACKSON PARK RD PORTLAND OR 97239 PC CHARITABLE 97000 THE JESTER & PHARLEY PHUND PO BOX 817 PALOS VERDES CA 90274 PC CHARITABLE 25000 WORLD JEWISH CONGRESS 501 MADISON AVE NEW YORK NY 10022 PC CHARITABLE 5000 ZAKA 2920 AVENUE R STE 209 BROOKLYN NY 11229 PC CHARITABLE 5000 MESORAH NJ 116 LINCOLN AVE HIGHLAND PARK NJ 08904 PC CHARITABLE 8000 ACLU FOUNDATION INC 125 BROAD STREET 18TH FLOOR NEW YORK NY 10004 PC CHARITABLE 5000 WITF 4801 LINDLE ROAD HARRISBURG PA 17111 PC CHARITABLE 10000 SCY HIGH TECH INC 3410 MT ACADIA BLVD SAN DIEGO CA 92111 PC CHARITABLE 5000 AMERICAN FRIENDS OF YESHIVAT LEV HATORAH 166 EDGEMONT PLACE TEANECK NJ 07666 PC CHARITABLE 5000 APPALACHIAN TRAIL CONSERVANCY 799 WASHINGTON STREET PO BOX 807 HARPERS FERRY WV 25425 PC CHARITABLE 2500 JEWISH NATIONAL FUND 42 E 69TH STREET NEW YORK NY 10021 PC CHARITABLE 3000 HERSHEY FOOD BANK & COMMUNITY OUTREACH 120 EAST DERRY ROAD HERSHEY PA 17033 PC CHARITABLE 4000 PLANNED PARENTHOOD 123 WILLIAM STREET 10TH FLOOR NEW YORK NY 10038 PC CHARITABLE 4000 JEWISH FEDERATION OF GREATER HARRISBURG 2986 N SECOND ST HARRISBURG PA 17110 PC CHARITABLE 2000 SANDY HOOK PROMISE FOUNDATION 5 COMMERCE RD UNIT 3489 NEWTOWN CT 06470 PC CHARITABLE 5000 RABBI PESACH RAYMON YESHIVA 2 HARRISON ST EDISON NJ 08817 PC CHARITABLE 5000 SANDY HOOK PROMISE ACTION FUND 5 COMMERCE RD UNIT 3489 NEWTOWN CT 06470 NC PAYMENT MISTAKENLY MADE TO 501(C)(4) ACTION FUND; TREATED AS TAXABLE EXPENDITURE UNDER IRC 4945. 5000 330000 0 69268 -43203 0 0 26065 26065 3 INVESTMENTS HELD FOR INCOME 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 6790 0 6790 FORM 990-PF, PART VI-B, LINE 5A(4) ON DECEMBER 4, 2025, THE SAUL AND LESLIE BERNSTEIN FAMILY FOUNDATION, INC. MADE TWO PAYMENTS OF $5,000 EACH: ONE TO SANDY HOOK PROMISE FOUNDATION (A 501(C)(3) ORGANIZATION) AND ONE TO SANDY HOOK PROMISE ACTION FUND (A 501(C)(4) ORGANIZATION). THE FOUNDATION INTENDED TO MAKE BOTH PAYMENTS TO SANDY HOOK PROMISE FOUNDATION, BUT THE SECOND PAYMENT WAS MISTAKENLY MADE TO SANDY HOOK PROMISE ACTION FUND.THE FOUNDATION INTENDED TO SUPPORT CHILD SAFETY AND VIOLENCE PREVENTION THROUGH SANDY HOOK PROMISE'S CHARITABLE WORK. HOWEVER, THE PAYMENT WAS MADE TO SANDY HOOK PROMISE ACTION FUND RATHER THAN TO SANDY HOOK PROMISE'S 501(C)(3) CHARITABLE ORGANIZATION.THE PAYMENT TO SANDY HOOK PROMISE ACTION FUND WAS UNRESTRICTED, AND NO EXPENDITURE RESPONSIBILITY PROCEDURES WERE APPLIED WITH RESPECT TO THE PAYMENT.ACCORDINGLY, THE FOUNDATION IS TREATING THE $5,000 PAYMENT AS A TAXABLE EXPENDITURE UNDER IRC SECTION 4945. THE FOUNDATION IS FILING FORM 4720 AND PAYING THE APPLICABLE INITIAL EXCISE TAX.AFTER IDENTIFYING THE ISSUE, ON JUNE 16, 2026, WENDY BAR, PRESIDENT, SENT A WRITTEN REQUEST TO SANDY HOOK PROMISE ACTION FUND ASKING IT TO RETURN THE $5,000 PAYMENT OR, IF POSSIBLE, TRANSFER THE FUNDS TO SANDY HOOK PROMISE FOUNDATION. THE FOUNDATION REQUESTED THAT IF THE FUNDS HAD BEEN PARTIALLY USED, THE SANDY HOOK PROMISE ACTION FUND RETURN ANY UNSPENT PORTION AND PROVIDE WRITTEN CONFIRMATION OF THE AMOUNT EXPENDED AND THE APPROXIMATE TIMING OF EXPENDITURES.AS OF THE DATE OF THIS FILING, THE FOUNDATION HAS NOT YET RECEIVED A RESPONSE FROM THE GRANTEE.THE FOUNDATION MAINTAINS A PRACTICE/POLICY OF MAKING GRANTS ONLY TO 501(C)(3) CHARITABLE ORGANIZATIONS. THE PAYMENT TO SANDY HOOK PROMISE ACTION FUND WAS A ONE-TIME ADMINISTRATIVE ERROR INCONSISTENT WITH THAT EXISTING PRACTICE/POLICY. AFTER IDENTIFYING THE ISSUE, THE FOUNDATION REVIEWED THIS PRACTICE/POLICY WITH THE PRESIDENT AND TRUSTEES/RESPONSIBLE PERSONS AND REINFORCED THE REQUIREMENT TO VERIFY EACH PROPOSED RECIPIENT'S TAX-EXEMPT STATUS BEFORE PAYMENTS ARE ISSUED. THE FOUNDATION WILL RETAIN DOCUMENTATION OF THE CORRECTIVE STEPS TAKEN.THE FOUNDATION IS REPORTING THIS MATTER VOLUNTARILY AND HAS TAKEN CORRECTIVE STEPS TO ADDRESS THE PAYMENT AND STRENGTHEN ITS GRANTMAKING PROCEDURES GOING FORWARD. INVESTMENT IN PUBLIC SECURITIES 4149458 7099765 LICENSES 31 0 31 MAILING AND POSTAGE EXPENSES 662 0 662 INVESTMENT MANAGEMENT FEES 65918 65918 0 INVESTMENT EXPENSE 46 46 0 FOREIGN TAX PAID 449 449 0 2025 IRS ESTIMATE PAYMENTS 1280 0 0 2024 IRS BALANCE DUE PAYMENT 464 0 0