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Nonprofit · EIN 27-2576470

MBERR FOUNDATION

Tax-exempt · PLYMOUTH, MI 48170

Financials

$5K$3K2022$25K$26K2023$24K$16K2024
Revenue Expenses · by fiscal year end
Financials of MBERR FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
July 31, 2025990-PF$24,331$16,147$8,184$152,424$0$152,424
July 31, 2024990-PF$24,638$25,548-$910$144,240$0$144,240
July 31, 2023990-PF$5,136$2,901$2,235$145,150$0$145,150
Financial details: 990-PF for the year ended July 31, 2025

Revenue

Dividends
$5,156
Net gain from sales of assets
$19,175

Expenses

Grants and similar amounts paid
$13,500
Disbursements for charitable purposes
$13,500
Excise tax on investment income
$319

Balance sheet and other

Total assets, start of year
$144,240
Total assets, end of year
$152,424
Total liabilities, end of year
$0
Net assets, end of year
$152,424
Fair market value of assets
$274,843
Qualifying distributions
$13,500
Net investment income
$24,331

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 July 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
MICHELLE J SCHWARTZ
12344 HOWLAND PARK DRIVE, PLYMOUTH, MI 48170
TRUSTEE0$0
ROBERT C SCHWARTZ
12344 HOWLAND PARK DRIVE, PLYMOUTH, MI 48170
TRUSTEE0$0
SARAH J GEPHART
9601 COLLINS AVE UNITE 1510, BAL HARBOUR, FL 33154
TRUST PROTEC0$0
990-PF for the year ended July 31, 2024: 3 people
NameTitleHours / weekCompensation
MICHELLE J SCHWARTZ
12344 HOWLAND PARK DRIVE, PLYMOUTH, MI 48170
TRUSTEE0$0
ROBERT C SCHWARTZ
12344 HOWLAND PARK DRIVE, PLYMOUTH, MI 48170
TRUSTEE0$0
SARAH J GEPHART
9601 COLLINS AVE UNITE 1510, BAL HARBOUR, FL 33154
TRUST PROTEC0$0
990-PF for the year ended July 31, 2023: 3 people
NameTitleHours / weekCompensation
MICHELLE J SCHWARTZ
12344 HOWLAND PARK DRIVE, PLYMOUTH, MI 48170
TRUSTEE0$0
ROBERT C SCHWARTZ
12344 HOWLAND PARK DRIVE, PLYMOUTH, MI 48170
TRUSTEE0$0
SARAH J GEPHART
9601 COLLINS AVE UNITE 1510, BAL HARBOUR, FL 33154
TRUST PROTEC0$0

Address and contacts

Address (IRS master file)
12344 HOWLAND PARK DR, PLYMOUTH, MI 48170-2892
In care of
% R P SMYTH
Signed the 990-PF
ROBERT C SCHWARTZ, TRUSTEE
Phone
(248) 422-6010
Return prepared by
ROZMAN ASSOCIATES PLC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in July, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025July 31, 2026December 15, 2026Not due yet
2024July 31, 2025December 15, 2025990-PF on file
2023July 31, 2024December 16, 2024990-PF on file

IRS record

EIN
27-2576470
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
July
Files
Form 990-PF
Assets (IRS master file)
$152,424
Income (IRS master file)
$38,189

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJuly 2025$24,331$16,147$152,424XML
990-PFJuly 2024$24,638$25,548$144,240IRS
990-PFJuly 2023$5,136$2,901$145,150XML
990-PFJuly 2022–––IRS
990-PFJuly 2021–––IRS
990-PFJuly 2020–––IRS
990-PFJuly 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 27-2576470).

Questions about MBERR FOUNDATION

What is the EIN of MBERR FOUNDATION?
The employer identification number (EIN) of MBERR FOUNDATION is 27-2576470.
Is MBERR FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2010.
Are donations to MBERR FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does MBERR FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of MBERR FOUNDATION due?
The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did MBERR FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended July 2025.
Who are the officers and directors of MBERR FOUNDATION?
The 990-PF for the year ended July 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does MBERR FOUNDATION have?
On its 990-PF for the year ended July 31, 2025 it reported revenue of $24,331, expenses of $16,147 and total assets of $152,424 at year end.

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