Nonprofit · EIN 13-6135111
BARNETT & ANNE BERCH FOUNDATION INC
Tax-exempt · BOSTON, MA 02108
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $55,378 | $76,298 | -$20,920 | $1,034,336 | $0 | $1,034,336 |
| December 31, 2024 | 990-PF | $19,852 | $30 | $19,822 | $1,055,693 | $0 | $1,055,693 |
| November 30, 2024 | 990-PF | $69,922 | $69,279 | $643 | $1,035,871 | $0 | $1,035,871 |
| November 30, 2023 | 990-PF | $21,941 | $70,184 | -$48,243 | $1,037,163 | $0 | $1,037,163 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $28,025
- Interest
- $6
- Net gain from sales of assets
- $27,347
Expenses
- Grants and similar amounts paid
- $60,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $60,000
- Excise tax on investment income
- $581
Balance sheet and other
- Total assets, start of year
- $1,055,693
- Total assets, end of year
- $1,034,336
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,034,336
- Fair market value of assets
- $1,347,337
- Qualifying distributions
- $60,000
- Net investment income
- $55,378
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 |
|---|---|---|---|
| DEBORAH B KURZ C/O FPW 201 WASHINGTON ST 11TH FL, BOSTON, MA 02108 | DIRECTOR | 0 | $0 |
| WILLIAM KURZ C/O FPW 201 WASHINGTON ST 11TH FL, BOSTON, MA 02108 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DEBORAH B KURZ C/O FPW 201 WASHINGTON ST 11TH FL, BOSTON, MA 02108 | DIRECTOR | 0 | $0 |
| WILLIAM KURZ C/O FPW 201 WASHINGTON ST 11TH FL, BOSTON, MA 02108 | DIRECTOR | 0 | $0 |
990-PF for the year ended November 30, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DEBORAH B KURZ C/O FPW 201 WASHINGTON ST 11TH FL, BOSTON, MA 02108 | DIRECTOR | 0 | $0 |
| WILLIAM KURZ C/O FPW 201 WASHINGTON ST 11TH FL, BOSTON, MA 02108 | DIRECTOR | 0 | $0 |
990-PF for the year ended November 30, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DEBORAH B KURZ C/O TCG 201 WASHINGTON ST 11TH FL, BOSTON, MA 02108 | DIRECTOR | 0 | $0 |
| WILLIAM KURZ C/O TCG 201 WASHINGTON ST 11TH FL, BOSTON, MA 02108 | DIRECTOR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 201 WASHINGTON ST 11TH FL, BOSTON, MA 02108-4414
- In care of
- % FOCUS PARTNERS WEALTH
- Signed the 990-PF
- DEBORAH B KURZ, DIRECTOR
- Phone
- (617) 723-8200
- Return prepared by
- FOCUS PARTNERS WEALTH 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 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | Check at the IRS |
IRS record
- EIN
- 13-6135111
- 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
- 1964
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,034,336
- Income (IRS master file)
- $193,277
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $55,378 | $76,298 | $1,034,336 | IRS |
| 990-PF | December 2024 | $19,852 | $30 | $1,055,693 | IRS |
| 990-PF | November 2024 | $69,922 | $69,279 | $1,035,871 | IRS |
| 990-PF | November 2023 | $21,941 | $70,184 | $1,037,163 | XML |
| 990-PF | November 2022 | – | – | – | IRS |
| 990-PF | November 2021 | – | – | – | IRS |
| 990-PF | November 2020 | – | – | – | IRS |
| 990-PF | November 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 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 (search EIN 13-6135111).
Questions about BARNETT & ANNE BERCH FOUNDATION INC
- What is the EIN of BARNETT & ANNE BERCH FOUNDATION INC?
- The employer identification number (EIN) of BARNETT & ANNE BERCH FOUNDATION INC is 13-6135111.
- Is BARNETT & ANNE BERCH FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1964.
- Are donations to BARNETT & ANNE BERCH FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BARNETT & ANNE BERCH FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BARNETT & ANNE BERCH FOUNDATION INC 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 BARNETT & ANNE BERCH FOUNDATION INC 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 BARNETT & ANNE BERCH FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does BARNETT & ANNE BERCH FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $55,378, expenses of $76,298 and total assets of $1,034,336 at year end.
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