Nonprofit · EIN 20-8629538
BERGER FAMILY CHARITABLE FOUNDATION
Tax-exempt · NEW YORK, NY 10036
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $224,820 | $308,040 | -$83,220 | $2,234,726 | $108,400 | $2,126,326 |
| December 31, 2024 | 990-PF | $236,544 | $61,680 | $174,864 | $2,115,136 | $108,400 | $2,006,736 |
| December 31, 2023 | 990-PF | $221,331 | $10,605 | $210,726 | $1,727,311 | $108,400 | $1,618,911 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $181,460
- Dividends
- $50,786
- Net gain from sales of assets
- -$7,426
Expenses
- Grants and similar amounts paid
- $290,216
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $292,091
- Excise tax on investment income
- $493
Balance sheet and other
- Total assets, start of year
- $2,115,136
- Total assets, end of year
- $2,234,726
- Total liabilities, end of year
- $108,400
- Net assets, end of year
- $2,126,326
- Fair market value of assets
- $2,234,726
- Qualifying distributions
- $292,091
- Net investment income
- $50,786
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 |
|---|---|---|---|
| HARVEY J BERGER C/O ANDERSEN TAX LLC 1177 AVENUE OF, THE AMERICAS 18TH FL, NEW YORK, NY 10036 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HARVEY J BERGER C/O ANDERSEN TAX LLC 1177 AVENUE OF, THE AMERICAS 18TH FL, NEW YORK, NY 10036 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HARVEY J BERGER C/O ANDERSEN TAX LLC 1177 AVENUE OF, THE AMERICAS 18TH FL, NEW YORK, NY 10036 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1177 AVENUE OF THE AMERICAS FL 18, NEW YORK, NY 10036-2714
- In care of
- % HARVEY J BERGER
- Signed the 990-PF
- HARVEY J BERGER, TRUSTEE
- Phone
- (646) 213-5100
- Return prepared by
- ANDERSEN TAX 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 | 990-PF on file |
IRS record
- EIN
- 20-8629538
- 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
- 2007
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $2,234,726
- Income (IRS master file)
- $382,987
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $224,820 | $308,040 | $2,234,726 | XML |
| 990-PF | December 2024 | $236,544 | $61,680 | $2,115,136 | XML |
| 990-PF | December 2023 | $221,331 | $10,605 | $1,727,311 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 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 20-8629538).
Questions about BERGER FAMILY CHARITABLE FOUNDATION
- What is the EIN of BERGER FAMILY CHARITABLE FOUNDATION?
- The employer identification number (EIN) of BERGER FAMILY CHARITABLE FOUNDATION is 20-8629538.
- Is BERGER FAMILY CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to BERGER FAMILY CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BERGER FAMILY CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BERGER FAMILY CHARITABLE 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 BERGER FAMILY CHARITABLE 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 BERGER FAMILY CHARITABLE FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does BERGER FAMILY CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $224,820, expenses of $308,040 and total assets of $2,234,726 at year end.
Other nonprofits in NEW YORK
- GS DONOR ADVISED PHILANTHROPY FUND FOR WEALTH MANAGEMENT INC EIN 31-1774905 · last filed 990 for 2024
- BLOOMBERG FAMILY FOUNDATION INC EIN 20-5602483 · last filed 990-PF for 2024
- JEWISH COMMUNAL FUND EIN 23-7174183 · last filed 990 for 2025
- FORD FOUNDATION EIN 13-1684331 · last filed 990-PF for 2024
- FREEDOM TOGETHER FOUNDATION EIN 90-0747216 · last filed 990-PF for 2024
- FOUNDATION TO PROMOTE OPEN SOCIETY EIN 26-3753801 · last filed 990-PF for 2024
- RENWICK FOUNDATION-USA EIN 92-3457678 · last filed 990-PF for 2025
- ROCKEFELLER PHILANTHROPY ADVISORS INC EIN 13-3615533 · last filed 990 for 2024
All nonprofits in NEW YORK · New York · Philanthropy, voluntarism and grantmaking foundations