Nonprofit · EIN 31-1736689
THE NEUBERGER BERMAN FOUNDATION
Tax-exempt · NEW YORK, NY 10104
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2024 | 990-PF | $1,595,197 | $1,843,218 | -$248,021 | $18,594,717 | $95,479 | $18,499,238 |
| November 30, 2023 | 990-PF | $954,361 | $1,868,985 | -$914,624 | $16,502,221 | $198,390 | $16,303,831 |
Financial details: 990-PF for the year ended November 30, 2024
Revenue
- Contributions, gifts and grants
- $182,792
- Dividends
- $540,255
- Net gain from sales of assets
- $869,050
- Other income
- $3,100
Expenses
- Grants and similar amounts paid
- $1,702,506
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $1,797,653
- Excise tax on investment income
- $17,487
Balance sheet and other
- Total assets, start of year
- $16,502,221
- Total assets, end of year
- $18,594,717
- Total liabilities, end of year
- $95,479
- Net assets, end of year
- $18,499,238
- Fair market value of assets
- $18,594,717
- Qualifying distributions
- $1,797,653
- Net investment income
- $1,331,433
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 November 30, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID PEDOWITZ 1290 AVENUE OF THE AMERICAS, NEW YORK, NY 10104 | TREASURER | 2 | $0 |
| ALLISON SALOY 1290 AVENUE OF THE AMERICAS, NEW YORK, NY 10104 | DIRECTOR | 1 | $0 |
| MARIA ANGELOV 1290 AVENUE OF THE AMERICAS, NEW YORK, NY 10104 | president | 20 | $0 |
| HEATHER ZUCKERMAN 1290 AVENUE OF THE AMERICAS, NEW YORK, NY 10104 | DIRECTOR | 1 | $0 |
| JENNIFER LAIRD 1290 AVENUE OF THE AMERICAS, NEW YORK, NY 10104 | DIRECTOR | 1 | $0 |
| STEVE WRIGHT 1290 AVENUE OF THE AMERICAS, NEW YORK, NY 10104 | DIRECTOR | 1 | $0 |
| CHRYSTELLE CHARLES-BARRAL 1290 AVENUE OF THE AMERICAS, NEW YORK, NY 10104 | DIRECTOR | 1 | $0 |
| SEAN WILLIAMSON 1290 AVENUE OF THE AMERICAS, NEW YORK, NY 10104 | DIRECTOR | 5 | $0 |
| PATRICIA MILLER ZOLLAR 1290 AVENUE OF THE AMERICAS, NEW YORK, NY 10104 | DIRECTOR | 1 | $0 |
| BRIAN JONES 1290 AVENUE OF THE AMERICAS, NEW YORK, NY 10104 | DIRECTOR | 1 | $0 |
990-PF for the year ended November 30, 2023: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID PEDOWITZ 1290 AVENUE OF THE AMERICAS, NEW YORK, NY 10104 | TREASURER | 2 | $0 |
| ALLISON SALOY 1290 AVENUE OF THE AMERICAS, NEW YORK, NY 10104 | DIRECTOR | 1 | $0 |
| MARIA ANGELOV 1290 AVENUE OF THE AMERICAS, NEW YORK, NY 10104 | president | 20 | $0 |
| HEATHER ZUCKERMAN 1290 AVENUE OF THE AMERICAS, NEW YORK, NY 10104 | DIRECTOR | 1 | $0 |
| JENNIFER LAIRD 1290 AVENUE OF THE AMERICAS, NEW YORK, NY 10104 | DIRECTOR | 1 | $0 |
| STEVE WRIGHT 1290 AVENUE OF THE AMERICAS, NEW YORK, NY 10104 | DIRECTOR | 1 | $0 |
| CHRYSTELLE CHARLES-BARRAL 1290 AVENUE OF THE AMERICAS, NEW YORK, NY 10104 | DIRECTOR | 1 | $0 |
| SEAN WILLIAMSON 1290 AVENUE OF THE AMERICAS, NEW YORK, NY 10104 | DIRECTOR | 5 | $0 |
| PATRICIA MILLER ZOLLAR 1290 AVENUE OF THE AMERICAS, NEW YORK, NY 10104 | DIRECTOR | 1 | $0 |
| BRIAN JONES 1290 AVENUE OF THE AMERICAS, NEW YORK, NY 10104 | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1290 AVENUE OF THE AMERICAS, NEW YORK, NY 10104-0101
- In care of
- % MARIA ANGELOV
- Signed the 990-PF
- MARIA ANGELOV, President
- Phone
- (212) 476-5570
- Return prepared by
- CBIZ Advisors 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 November, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | November 30, 2025 | April 15, 2026 | Not on file |
| 2023 | November 30, 2024 | April 15, 2025 | 990-PF on file |
| 2022 | November 30, 2023 | April 15, 2024 | 990-PF on file |
IRS record
- EIN
- 31-1736689
- 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
- November
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $18,594,717
- Income (IRS master file)
- $1,595,197
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | November 2024 | – | – | – | IRS |
| 990-T | November 2024 | – | – | – | IRS |
| 990-PF | November 2023 | – | – | – | IRS |
| 990-T | November 2023 | – | – | – | IRS |
| 990-PF | November 2022 | – | – | – | IRS |
| 990-T | November 2022 | – | – | – | IRS |
| 990-PF | November 2021 | – | – | – | IRS |
| 990-T | November 2021 | – | – | – | IRS |
| 990-PF | November 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 THE NEUBERGER BERMAN FOUNDATION
- What is the EIN of THE NEUBERGER BERMAN FOUNDATION?
- The employer identification number (EIN) of THE NEUBERGER BERMAN FOUNDATION is 31-1736689.
- Is THE NEUBERGER BERMAN FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to THE NEUBERGER BERMAN FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE NEUBERGER BERMAN FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE NEUBERGER BERMAN FOUNDATION due?
- The return for tax year 2024 (the year ending November 30, 2025) is due April 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE NEUBERGER BERMAN FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended November 2024.
- Who are the officers and directors of THE NEUBERGER BERMAN FOUNDATION?
- The 990-PF for the year ended November 30, 2024 lists 10 people; 0 received compensation from the organization.
- How much revenue does THE NEUBERGER BERMAN FOUNDATION have?
- On its 990-PF for the year ended November 30, 2024 it reported revenue of $1,595,197, expenses of $1,843,218 and total assets of $18,594,717 at year end.
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