Nonprofit · EIN 13-4077237
STEFANY AND SIMON BERGSON FOUNDATION
Tax-exempt · PALISADES, NY 10964
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $2,047,569 | $894,262 | $1,153,307 | $2,706,243 | $0 | $2,706,243 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $2,002,304
- Dividends
- $44,596
- Interest
- $669
Expenses
- Grants and similar amounts paid
- $880,730
- Disbursements for charitable purposes
- $893,112
- Excise tax on investment income
- $613
Balance sheet and other
- Total assets, start of year
- $1,552,936
- Total assets, end of year
- $2,706,243
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,706,243
- Fair market value of assets
- $2,706,243
- Qualifying distributions
- $893,112
- Net investment income
- $45,265
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEFANY BERGSON PO BOX 695, PALISADES, NY 10964 | Treasurer | 5 | $0 |
| SIMON BERGSON PO BOX 695, PALISADES, NY 10964 | Trustee | 5 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 695, PALISADES, NY 10964-0695
- In care of
- % PAUL SCHEER
- Signed the 990-PF
- SIMON BERGSON, Trustee
- Phone
- (845) 359-5551
- Return prepared by
- Wentong NG
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 | 990-PF 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
- 13-4077237
- 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
- 2000
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $2,706,243
- Income (IRS master file)
- $2,047,569
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | – | – | – | IRS |
| 990-PF | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $800,720 | $547,037 | $847,841 | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 STEFANY AND SIMON BERGSON FOUNDATION
- What is the EIN of STEFANY AND SIMON BERGSON FOUNDATION?
- The employer identification number (EIN) of STEFANY AND SIMON BERGSON FOUNDATION is 13-4077237.
- Is STEFANY AND SIMON BERGSON FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to STEFANY AND SIMON BERGSON FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does STEFANY AND SIMON BERGSON FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of STEFANY AND SIMON BERGSON FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did STEFANY AND SIMON BERGSON FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of STEFANY AND SIMON BERGSON FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does STEFANY AND SIMON BERGSON FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $2,047,569, expenses of $894,262 and total assets of $2,706,243 at year end.
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