Nonprofit · EIN 47-2357665
BERGER FAMILY FOUNDATION INC
Tax-exempt · NEW YORK, NY 10024
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $12,231,647 | $1,596,908 | $10,634,739 | $29,218,380 | $0 | $29,218,380 |
| December 31, 2024 | 990-PF | -$39,784 | $1,566,645 | -$1,606,429 | $18,578,641 | $0 | $18,578,641 |
| December 31, 2023 | 990-PF | -$2,173,433 | $1,578,927 | -$3,752,360 | $20,185,070 | $0 | $20,185,070 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $1,188,471
- Dividends
- $823,677
- Interest
- $1,042
- Net gain from sales of assets
- $10,218,286
- Other income
- $171
Expenses
- Grants and similar amounts paid
- $1,300,100
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $1,401,277
- Excise tax on investment income
- $156,114
Balance sheet and other
- Total assets, start of year
- $18,578,641
- Total assets, end of year
- $29,218,380
- Total liabilities, end of year
- $0
- Net assets, end of year
- $29,218,380
- Fair market value of assets
- $39,002,517
- Qualifying distributions
- $1,401,277
- Net investment income
- $11,452,464
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 |
|---|---|---|---|
| DAVID G BERGER 2218 BROADWAY STE 128, NEW YORK, NY 10024 | PRESIDENT | 2 | $0 |
| HOLLY MAXSON 2218 BROADWAY STE 128, NEW YORK, NY 10024 | VICE PRESIDENT/SECRETARY/TREASURER | 2 | $0 |
| R EDWARD TOWNSEND 2218 BROADWAY STE 128, NEW YORK, NY 10024 | DIRECTOR | 0.03 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID G BERGER 119 WEST 72ND STREET STE 315, NEW YORK, NY 10017 | PRESIDENT | 2 | $0 |
| HOLLY MAXSON 119 WEST 72ND STREET STE 315, NEW YORK, NY 10017 | VICE PRESIDENT/SECRETARY/TREASURER | 2 | $0 |
| R EDWARD TOWNSEND 119 WEST 72ND STREET STE 315, NEW YORK, NY 10017 | DIRECTOR | 0.5 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID G BERGER 119 WEST 72ND STREET STE 315, NEW YORK, NY 10017 | PRESIDENT | 2 | $0 |
| HOLLY MAXSON 119 WEST 72ND STREET STE 315, NEW YORK, NY 10017 | VICE PRESIDENT/SECRETARY | 2 | $0 |
| R EDWARD TOWNSEND 119 WEST 72ND STREET STE 315, NEW YORK, NY 10017 | DIRECTOR | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 2218 BROADWAY 128, NEW YORK, NY 10024-6279
- In care of
- % DAVID G BERGER
- Signed the 990-PF
- DAVID G BERGER, PRESIDENT
- Phone
- (212) 696-1660
- Return prepared by
- PKF O'CONNOR DAVIES ADVISORY 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
- 47-2357665
- 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
- 2017
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $29,218,380
- Income (IRS master file)
- $20,128,633
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $12,231,647 | $1,596,908 | $29,218,380 | XML |
| 990-PF | December 2024 | -$39,784 | $1,566,645 | $18,578,641 | XML |
| 990-PF | December 2023 | -$2,173,433 | $1,578,927 | $20,185,070 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 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 47-2357665).
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 47-2357665.
- Is BERGER FAMILY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
- 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 3 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 $12,231,647, expenses of $1,596,908 and total assets of $29,218,380 at year end.
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