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Nonprofit · EIN 47-5391990

GEORGE AND LORRAINE BERGERON FOUNDATION

Tax-exempt · SEWICKLEY, PA 15143

Financials

$24K$11K2023$183K$29K2024$297K$27K2025
Revenue Expenses · by fiscal year end
Financials of GEORGE AND LORRAINE BERGERON FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$296,684$26,668$270,016$760,256$0$760,256
December 31, 2024990-PF$182,596$29,393$153,203$490,266$0$490,266
December 31, 2023990-PF$24,411$11,336$13,075$337,011$0$337,012
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Dividends
$22,140
Interest
$9
Net gain from sales of assets
$274,535

Expenses

Grants and similar amounts paid
$19,200
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$19,200
Excise tax on investment income
$4,076

Balance sheet and other

Total assets, start of year
$490,266
Total assets, end of year
$760,256
Total liabilities, end of year
$0
Net assets, end of year
$760,256
Fair market value of assets
$1,118,586
Qualifying distributions
$19,200
Net investment income
$296,684

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
GEORGE E BERGERON
2231 VIEWPOINT DRIVE APT 3836, NAPLES, FL 34110
PRESIDENT/SECRETARY0$0
LORRAINE BERGERON
2231 VIEWPOINT DRIVE APT 3836, NAPLES, FL 34110
TREASURER0$0
EDWARD B AUFMAN
2200 GEORGETOWN DRIVE SUITE 401, SEWICKLEY, PA 15143
MANAGER0$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
GEORGE E BERGERON
2231 VIEWPOINT DRIVE APT 3836, NAPLES, FL 34110
PRESIDENT/SECRETARY0$0
LORRAINE BERGERON
2231 VIEWPOINT DRIVE APT 3836, NAPLES, FL 34110
TREASURER0$0
EDWARD B AUFMAN
2200 GEORGETOWN DRIVE SUITE 401, SEWICKLEY, PA 15143
MANAGER0$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
GEORGE E BERGERON
81 SEAGATE DRIVE UNIT 1103, FLORIDA, FL 341032485
PRESIDENT/SECRETARY0$0
LORRAINE BERGERON
81 SEAGATE DRIVE UNIT 1103, FLORIDA, FL 341032485
TREASURER0$0
EDWARD B AUFMAN
2200 GEORGETOWN DRIVE SUITE 401, SEWICKLEY, PA 15143
MANAGER0$0

Address and contacts

Address (IRS master file)
2200 GEORGETOWN DR STE 401, SEWICKLEY, PA 15143-8752
In care of
% EDWARD B AUFMAN
Signed the 990-PF
EDWARD B AUFMAN, MANAGER
Phone
(724) 934-5600
Return prepared by
METZ LEWIS BRODMAN MUST O'KEEFE 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
47-5391990
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
2016
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$760,256
Income (IRS master file)
$323,542

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$296,684$26,668$760,256IRS
990-PFDecember 2024$182,596$29,393$490,266IRS
990-PFDecember 2023$24,411$11,336$337,011XML
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 47-5391990).

Questions about GEORGE AND LORRAINE BERGERON FOUNDATION

What is the EIN of GEORGE AND LORRAINE BERGERON FOUNDATION?
The employer identification number (EIN) of GEORGE AND LORRAINE BERGERON FOUNDATION is 47-5391990.
Is GEORGE AND LORRAINE BERGERON FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
Are donations to GEORGE AND LORRAINE BERGERON FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does GEORGE AND LORRAINE BERGERON FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of GEORGE AND LORRAINE BERGERON FOUNDATION 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 GEORGE AND LORRAINE BERGERON FOUNDATION 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 GEORGE AND LORRAINE BERGERON FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does GEORGE AND LORRAINE BERGERON FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $296,684, expenses of $26,668 and total assets of $760,256 at year end.

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