Nonprofit · EIN 13-3753217
DAVID BERG FOUNDATION INC
Tax-exempt · NEW YORK, NY 10019
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $5,548,281 | $6,841,987 | -$1,293,706 | $95,714,655 | $3,189,007 | $92,525,648 |
| December 31, 2023 | 990-PF | $2,957,537 | $5,049,539 | -$2,092,002 | $92,563,422 | $2,052,566 | $90,510,856 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $65,000
- Dividends
- $1,707,861
- Interest
- $2,376
- Net gain from sales of assets
- $3,773,044
Expenses
- Grants and similar amounts paid
- $4,119,750
- Compensation of officers, directors and key employees
- $779,163
- Salaries, compensation and benefits (total)
- $443,670
- Disbursements for charitable purposes
- $4,781,285
- Excise tax on investment income
- $78,853
Balance sheet and other
- Total assets, start of year
- $92,563,422
- Total assets, end of year
- $95,714,655
- Total liabilities, end of year
- $3,189,007
- Net assets, end of year
- $92,525,648
- Fair market value of assets
- $95,714,655
- Qualifying distributions
- $4,781,285
- Net investment income
- $6,983,143
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MICHELE C TOCCI 800 FIFTH AVENUE SUITE 4G, NEW YORK, NY 10065 | PRESIDENT/DIRECTOR | 40 | $779,163 | $354,924 |
| THERESA MAY 800 FIFTH AVENUE SUITE 4G, NEW YORK, NY 10065 | V.P. ADMINISTRATION Highest-paid employee | 40 | $239,679 | $35,952 |
| SARAH KUKIN 800 FIFTH AVENUE SUITE 4G, NEW YORK, NY 10065 | GRANT MANAGER Highest-paid employee | 40 | $123,116 | $18,468 |
| ALISON BELLAROSA 800 FIFTH AVENUE SUITE 4G, NEW YORK, NY 10065 | GRANTS COORDINATOR Highest-paid employee | 40 | $80,875 | $32,273 |
| WILLIAM D ZABEL 800 FIFTH AVENUE SUITE 4G, NEW YORK, NY 10065 | TREASURER/DIRECTOR | 0.5 | $0 | $0 |
| VALERIE TOCCI LONGOBARDI 800 FIFTH AVENUE SUITE 4G, NEW YORK, NY 10065 | DIRECTOR | 0.5 | $0 | $0 |
990-PF for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MICHELE C TOCCI 800 FIFTH AVENUE SUITE 4G, NEW YORK, NY 10065 | PRESIDENT/DIRECTOR | 40 | $722,865 | $418,591 |
| THERESA MAY 800 FIFTH AVENUE SUITE 4G, NEW YORK, NY 10065 | V.P. ADMINISTRATION Highest-paid employee | 40 | $214,785 | $35,440 |
| SARAH KUKIN 800 FIFTH AVENUE SUITE 4G, NEW YORK, NY 10065 | GRANT MANAGER Highest-paid employee | 40 | $113,740 | $18,767 |
| ALISON BELLAROSA 800 FIFTH AVENUE SUITE 4G, NEW YORK, NY 10065 | GRANTS COORDINATOR Highest-paid employee | 40 | $65,000 | $19,036 |
| WILLIAM D ZABEL 800 FIFTH AVENUE SUITE 4G, NEW YORK, NY 10065 | TREASURER/DIRECTOR | 0.5 | $0 | $0 |
| H JEROME ZOFFER 800 FIFTH AVENUE SUITE 4G, NEW YORK, NY 10065 | SECRETARY / DIRECTOR UNTIL JULY 2023 | 0.5 | $0 | $0 |
| VALERIE TOCCI LONGOBARDI 800 FIFTH AVENUE SUITE 4G, NEW YORK, NY 10065 | DIRECTOR | 0.5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 152 W 57TH ST, NEW YORK, NY 10019-3386
- In care of
- % BERG DAVID
- Signed the 990-PF
- MICHELE TOCCI, PRESIDENT
- Phone
- (212) 517-8634
- Return prepared by
- PKF O'CONNOR DAVIES ADVISORY LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 13-3753217
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1994
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $95,714,655
- Income (IRS master file)
- $43,641,646
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $5,548,281 | $6,841,987 | $95,714,655 | IRS |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $2,957,537 | $5,049,539 | $92,563,422 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.
Questions about DAVID BERG FOUNDATION INC
- What is the EIN of DAVID BERG FOUNDATION INC?
- The employer identification number (EIN) of DAVID BERG FOUNDATION INC is 13-3753217.
- Is DAVID BERG FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
- Are donations to DAVID BERG FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does DAVID BERG FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of DAVID BERG FOUNDATION INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did DAVID BERG FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of DAVID BERG FOUNDATION INC?
- The 990-PF for the year ended December 31, 2024 lists 6 people; 4 received compensation from the organization, the highest $779,163 (MICHELE C TOCCI, PRESIDENT/DIRECTOR).
- How much revenue does DAVID BERG FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $5,548,281, expenses of $6,841,987 and total assets of $95,714,655 at year end.
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