Nonprofit · EIN 13-6118516
SOL & MARGARET BERGER FOUNDATION
Tax-exempt · NEW YORK, NY 10020
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| April 30, 2025 | 990-PF | $782,401 | $1,246,231 | -$463,830 | $10,989,194 | $183,724 | $10,805,470 |
Financial details: 990-PF for the year ended April 30, 2025
Revenue
- Dividends
- $595,901
- Interest
- $322
- Net gain from sales of assets
- $164,202
- Other income
- $21,976
Expenses
- Grants and similar amounts paid
- $1,142,354
- Compensation of officers, directors and key employees
- $60,000
- Disbursements for charitable purposes
- $1,223,384
- Excise tax on investment income
- $10,627
Balance sheet and other
- Total assets, start of year
- $10,416,604
- Total assets, end of year
- $10,989,194
- Total liabilities, end of year
- $183,724
- Net assets, end of year
- $10,805,470
- Fair market value of assets
- $27,581,937
- Qualifying distributions
- $1,223,384
- Net investment income
- $782,401
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 April 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RENEE BERGER 188 EAST 78TH STREET APT 3A, NEW YORK, NY 100750573 | TRUSTEE | 10 | $30,000 |
| SANDYE BERGER 180 EAST END AVENUE APT 14G, NEW YORK, NY 10128 | TRUSTEE | 10 | $30,000 |
Address and contacts
- Address (IRS master file)
- 50 ROCKEFELLER PLAZA, NEW YORK, NY 10020-1605
- Signed the 990-PF
- SANDYE BERGER, TRUSTEE
- Phone
- (212) 288-0776
- Return prepared by
- CITRIN COOPERMAN 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 April, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | April 30, 2026 | September 15, 2026 | Not on file |
| 2024 | April 30, 2025 | September 15, 2025 | 990-PF on file |
| 2023 | April 30, 2024 | September 16, 2024 | 990-PF on file |
IRS record
- EIN
- 13-6118516
- 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
- 1963
- Accounting year ends
- April
- Files
- Form 990-PF
- Assets (IRS master file)
- $10,989,194
- Income (IRS master file)
- $1,555,705
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | April 2025 | – | – | – | IRS |
| 990-PF | April 2024 | – | – | – | IRS |
| 990-PF | April 2023 | $759,538 | $1,632,423 | $12,542,073 | IRS |
| 990-PF | April 2022 | – | – | – | IRS |
| 990-PF | April 2021 | – | – | – | IRS |
| 990-PF | April 2020 | – | – | – | IRS |
| 990-PF | April 2018 | – | – | – | 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 SOL & MARGARET BERGER FOUNDATION
- What is the EIN of SOL & MARGARET BERGER FOUNDATION?
- The employer identification number (EIN) of SOL & MARGARET BERGER FOUNDATION is 13-6118516.
- Is SOL & MARGARET BERGER FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1963.
- Are donations to SOL & MARGARET BERGER FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SOL & MARGARET BERGER FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SOL & MARGARET BERGER FOUNDATION due?
- The return for tax year 2025 (the year ending April 30, 2026) is due September 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SOL & MARGARET BERGER FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended April 2025.
- Who are the officers and directors of SOL & MARGARET BERGER FOUNDATION?
- The 990-PF for the year ended April 30, 2025 lists 2 people; 2 received compensation from the organization, the highest $30,000 (RENEE BERGER, TRUSTEE).
- How much revenue does SOL & MARGARET BERGER FOUNDATION have?
- On its 990-PF for the year ended April 30, 2025 it reported revenue of $782,401, expenses of $1,246,231 and total assets of $10,989,194 at year end.
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