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Nonprofit · EIN 27-1557632

BERG FOUNDATION

Tax-exempt · FALLON, NV 89407

Financials

$982K$202K2023$2.2M$296K2024
Revenue Expenses · by fiscal year end
Financials of BERG FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$2,179,007$296,431$1,882,576$5,395,572$0$5,395,572
December 31, 2023990-PF$981,522$202,344$779,178$3,512,996$0$3,512,996
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$1,600,000
Dividends
$108,394
Interest
$47,997
Net gain from sales of assets
$376,733
Other income
$45,883

Expenses

Grants and similar amounts paid
$279,300
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$279,300
Excise tax on investment income
$7,970

Balance sheet and other

Total assets, start of year
$3,512,996
Total assets, end of year
$5,395,572
Total liabilities, end of year
$0
Net assets, end of year
$5,395,572
Fair market value of assets
$6,446,920
Qualifying distributions
$279,300
Net investment income
$579,007

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, 2024, highest compensation first.

NameTitleHours / weekCompensation
ELIZABETH BERG
PO BOX 5460, FALLON, NV 89407
PRESIDENT1$0
ARTHUR BERG
PO BOX 5460, FALLON, NV 89407
SECRETARY/TREASURER1$0
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
ELIZABETH BERG
PO BOX 5460, FALLON, NV 89407
PRESIDENT1$0
ARTHUR BERG
PO BOX 5460, FALLON, NV 89407
SECRETARY/TREASURER1$0

Address and contacts

Address (IRS master file)
PO BOX 5460, FALLON, NV 89407-5460
Signed the 990-PF
ARTHUR BERG, TREASURER
Phone
(503) 699-8800
Return prepared by
GEFFEN MESHER & COMPANY PC

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
27-1557632
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
2010
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$5,395,572
Income (IRS master file)
$5,266,704

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$2,179,007$296,431$5,395,572IRS
990-PFDecember 2023$981,522$202,344$3,512,996XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––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 27-1557632).

Questions about BERG FOUNDATION

What is the EIN of BERG FOUNDATION?
The employer identification number (EIN) of BERG FOUNDATION is 27-1557632.
Is BERG FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2010.
Are donations to BERG FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does BERG FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of BERG FOUNDATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did BERG FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of BERG FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
How much revenue does BERG FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $2,179,007, expenses of $296,431 and total assets of $5,395,572 at year end.

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