Nonprofit · EIN 45-2691227
MORRIS BERGER EDUCATION TRUST
Tax-exempt · BROOKLYN, NY 11235
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990-PF | $37,963 | $28,454 | $9,509 | $694,534 | $0 | $694,534 |
| June 30, 2025 | 990-PF | $34,003 | $28,100 | $5,903 | $685,025 | $0 | $685,025 |
Financial details: 990-PF for the year ended June 30, 2026
Revenue
- Contributions, gifts and grants
- $12,587
- Interest
- $25,376
Expenses
- Grants and similar amounts paid
- $25,500
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $25,500
- Excise tax on investment income
- $347
Balance sheet and other
- Total assets, start of year
- $685,025
- Total assets, end of year
- $694,534
- Total liabilities, end of year
- $0
- Net assets, end of year
- $694,534
- Fair market value of assets
- $694,534
- Qualifying distributions
- $25,500
- Net investment income
- $25,376
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 June 30, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MILTON ZEGERMAN 178 DOVER ST, BROOKLYN, NY 112353720 | TRUSTEE | 10 | $0 |
990-PF for the year ended June 30, 2025: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MILTON ZEGERMAN 178 DOVER ST, BROOKLYN, NY 112353720 | TRUSTEE | 10 | $0 |
Address and contacts
- Address (IRS master file)
- 178 DOVER ST, BROOKLYN, NY 11235-3720
- In care of
- % MILTON ZEGERMAN
- Signed the 990-PF
- MILTON ZEGERMAN, TRUSTEE
- Phone
- (917) 370-9652
- Return prepared by
- SHALIK MORRIS & COMPANY LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | 990-PF on file |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 45-2691227
- 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
- 2011
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $694,534
- Income (IRS master file)
- $37,963
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2026 | – | – | – | IRS |
| 990-PF | June 2025 | – | – | – | IRS |
| 990-PF | June 2024 | – | – | – | IRS |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2019 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about MORRIS BERGER EDUCATION TRUST
- What is the EIN of MORRIS BERGER EDUCATION TRUST?
- The employer identification number (EIN) of MORRIS BERGER EDUCATION TRUST is 45-2691227.
- Is MORRIS BERGER EDUCATION TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
- Are donations to MORRIS BERGER EDUCATION TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MORRIS BERGER EDUCATION TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MORRIS BERGER EDUCATION TRUST due?
- The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MORRIS BERGER EDUCATION TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2026.
- Who are the officers and directors of MORRIS BERGER EDUCATION TRUST?
- The 990-PF for the year ended June 30, 2026 lists 1 person; 0 received compensation from the organization.
- How much revenue does MORRIS BERGER EDUCATION TRUST have?
- On its 990-PF for the year ended June 30, 2026 it reported revenue of $37,963, expenses of $28,454 and total assets of $694,534 at year end.
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