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Nonprofit · EIN 27-4238729

BERGER FAMILY FOUNDATION INC

Tax-exempt · RIVERSIDE, CT 06878

Financials

$1.1M$1.5M2023$1M$1.7M2024$2.3M$2.9M2025
Revenue Expenses · by fiscal year end
Financials of BERGER FAMILY FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$2,325,475$2,923,255-$597,780$6,214,899$0$6,214,899
December 31, 2024990-PF$1,019,989$1,705,362-$685,373$6,803,019$0$6,803,019
December 31, 2023990-PF$1,137,314$1,506,495-$369,181$7,488,392$0$7,488,392
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$131,129
Interest
$818
Net gain from sales of assets
$2,193,528

Expenses

Grants and similar amounts paid
$2,829,677
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$2,833,272
Excise tax on investment income
$30,669

Balance sheet and other

Total assets, start of year
$6,803,019
Total assets, end of year
$6,214,899
Total liabilities, end of year
$0
Net assets, end of year
$6,214,899
Fair market value of assets
$27,955,264
Qualifying distributions
$2,833,272
Net investment income
$2,253,189

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.

NameTitleHours / weekCompensation
FRANCES H BERGER
21 MARLOW COURT, RIVERSIDE, CT 06878
PRESIDENT/DIRECTOR0$0
JAMES W BERGER
5 INDIAN POINT LANE, RIVERSIDE, CT 06878
VICE PRESIDENT/DIRECTOR0$0
CAROL B LACEY
3278 OLD ADOBE ROAD, PETALUMA, CA 94954
SECRETARY/DIRECTOR0$0
ELIZABETH A BRENNAN
1323 BUTTERFIELD ROAD, SAN ANSELMO, CA 94960
TREASURER/DIRECTOR0$0
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
FRANCES H BERGER
21 MARLOW COURT, RIVERSIDE, CT 06878
PRESIDENT/DIRECTOR0$0
JAMES W BERGER
5 INDIAN POINT LANE, RIVERSIDE, CT 06878
VICE PRESIDENT/DIRECTOR0$0
CAROL B LACEY
3278 OLD ADOBE ROAD, PETALUMA, CA 94954
SECRETARY/DIRECTOR0$0
ELIZABETH A BRENNAN
2 FAWN RIDGE, FAIRFAX, CA 94930
TREASURER/DIRECTOR0$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
FRANCES H BERGER
21 MARLOW COURT, RIVERSIDE, CT 06878
PRESIDENT/DIRECTOR0$0
JAMES W BERGER
5 INDIAN POINT LANE, RIVERSIDE, CT 06878
VICE PRESIDENT/DIRECTOR0$0
CAROL B LACEY
1808 FILBERT STREET, SAN FRANCISCO, CA 94123
SECRETARY/DIRECTOR0$0
ELIZABETH A BRENNAN
2 FAWN RIDGE, FAIRFAX, CA 94930
TREASURER/DIRECTOR0$0

Address and contacts

Address (IRS master file)
21 MARLOW CT, RIVERSIDE, CT 06878-2614
In care of
% GREGORY A SAUM
Signed the 990-PF
FRANCES BERGER, PRESIDENT
Phone
(203) 637-9646
Return prepared by
SMOLIN CALBO DAVIDSON & ASSOC 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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
27-4238729
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
2012
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$6,214,899
Income (IRS master file)
$3,001,188

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$2,325,475$2,923,255$6,214,899IRS
990-PFDecember 2024$1,019,989$1,705,362$6,803,019IRS
990-PFDecember 2023$1,137,314$1,506,495$7,488,392XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 27-4238729).

Questions about BERGER FAMILY FOUNDATION INC

What is the EIN of BERGER FAMILY FOUNDATION INC?
The employer identification number (EIN) of BERGER FAMILY FOUNDATION INC is 27-4238729.
Is BERGER FAMILY FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2012.
Are donations to BERGER FAMILY FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does BERGER FAMILY FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of BERGER FAMILY 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 BERGER FAMILY 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 BERGER FAMILY FOUNDATION INC?
The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does BERGER FAMILY FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $2,325,475, expenses of $2,923,255 and total assets of $6,214,899 at year end.

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