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Nonprofit · EIN 51-0196887

LEO V BERGER FUND

Tax-exempt · MIAMI, FL 33133

Financials

$121K$201K2023$177K$197K2024$187K$209K2025
Revenue Expenses · by fiscal year end
Financials of LEO V BERGER FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$187,120$208,519-$21,399$3,890,957$0$3,890,957
December 31, 2024990-PF$176,797$197,301-$20,504$3,935,407$0$3,935,407
December 31, 2023990-PF$121,173$200,874-$79,701$3,988,174$0$3,988,174
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$165,848
Net gain from sales of assets
$21,266
Other income
$6

Expenses

Grants and similar amounts paid
$190,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$190,000
Excise tax on investment income
$2,652

Balance sheet and other

Total assets, start of year
$3,935,407
Total assets, end of year
$3,890,957
Total liabilities, end of year
$0
Net assets, end of year
$3,890,957
Fair market value of assets
$4,017,365
Qualifying distributions
$190,000
Net investment income
$197,024

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
JASON SCHWARTZ
SITVANIT 28/1, BEIT SHEMESH 99548, IS
PRESIDENT AND TREASURER2$0
JONATHAN SCHWARTZ
181 WINDSOR WAY, HILLSIDE, NJ 07205
VICE PRESIDENT AND SECRETARY2$0
JOSHUA SCHWARTZ
596 DERBY AVENUE, WOODMERE, NY 11598
VICE PRESIDENT2$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
JASON SCHWARTZ
SITVANIT 28/1, BEIT SHEMESH 99548, IS
PRESIDENT AND TREASURER2$0
JONATHAN SCHWARTZ
181 WINDSOR WAY, HILLSIDE, NJ 07205
VICE PRESIDENT AND SECRETARY2$0
JOSHUA SCHWARTZ
596 DERBY AVENUE, WOODMERE, NY 11598
VICE PRESIDENT2$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
JASON SCHWARTZ
SITVANIT 28/1, BEIT SHEMESH 99548, IS
PRESIDENT AND TREASURER2$0
JONATHAN SCHWARTZ
181 WINDSOR WAY, HILLSIDE, NJ 07205
VICE PRESIDENT AND SECRETARY2$0
JOSHUA SCHWARTZ
596 DERBY AVENUE, WOODMERE, NY 11598
VICE PRESIDENT2$0

Address and contacts

Address (IRS master file)
CO 3310 MARY STREET SUITE 501, MIAMI, FL 33133-0000
In care of
% S KASSAP
Signed the 990-PF
JASON SCHWARTZ, PRESIDENT
Phone
(646) 319-6404
Return prepared by
KAUFMAN ROSSIN & COPA

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
51-0196887
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
1976
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$3,890,957
Income (IRS master file)
$737,120

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$187,120$208,519$3,890,957XML
990-TDecember 2025–––IRS
990-PFDecember 2024$176,797$197,301$3,935,407XML
990-TDecember 2024–––IRS
990-PFDecember 2023$121,173$200,874$3,988,174XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 2020–––IRS
990-PFDecember 2018–––IRS
990-PFDecember 2017–––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 51-0196887).

Questions about LEO V BERGER FUND

What is the EIN of LEO V BERGER FUND?
The employer identification number (EIN) of LEO V BERGER FUND is 51-0196887.
Is LEO V BERGER FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1976.
Are donations to LEO V BERGER FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does LEO V BERGER FUND file?
Form 990-PF. Private foundations file every year.
When is the next return of LEO V BERGER FUND 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 LEO V BERGER FUND 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 LEO V BERGER FUND?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does LEO V BERGER FUND have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $187,120, expenses of $208,519 and total assets of $3,890,957 at year end.

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