Nonprofit · EIN 52-1757452
H N AND FRANCES C BERGER FOUNDATION
Tax-exempt · PALM DESERT, CA 92255
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $27,459,652 | $45,549,754 | -$18,090,102 | $470,536,223 | $1,552,077 | $468,984,146 |
| December 31, 2023 | 990-PF | $27,759,670 | $39,026,888 | -$11,267,218 | $489,101,990 | $2,040,450 | $487,061,540 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $7,029,089
- Interest
- $214,166
- Net rental income
- $5,765,933
- Net gain from sales of assets
- $229,417
- Other income
- $8,677,975
Expenses
- Grants and similar amounts paid
- $16,514,846
- Compensation of officers, directors and key employees
- $3,109,722
- Salaries, compensation and benefits (total)
- $1,215,866
- Disbursements for charitable purposes
- $23,855,207
- Excise tax on investment income
- $139,539
Balance sheet and other
- Total assets, start of year
- $489,101,990
- Total assets, end of year
- $470,536,223
- Total liabilities, end of year
- $1,552,077
- Net assets, end of year
- $468,984,146
- Fair market value of assets
- $526,728,669
- Qualifying distributions
- $24,314,955
- Net investment income
- $19,466,229
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| CHRISTOPHER MCGUIRE PO BOX 13390, PALM DESERT, CA 922553390 | PRESIDENT/BOARD CHAIRMAN | 40 | $852,823 | $427,840 |
| DOUGLASS VANCE PO BOX 13390, PALM DESERT, CA 922553390 | VP REAL ESTATE/DIRECTOR | 40 | $760,647 | $588,232 |
| MICHAEL ROVER PO BOX 13390, PALM DESERT, CA 922553390 | DIRECTOR/GENERAL COUNSEL | 40 | $605,670 | $172,372 |
| CATHARINE REED PO BOX 13390, PALM DESERT, CA 922553390 | VP PROGRAMS/DIRECTOR | 40 | $355,802 | $32,113 |
| JOSEPH GLASSETT PO BOX 13390, PALM DESERT, CA 922553390 | VICE PRESIDENT CFO | 40 | $261,036 | $44,477 |
| Steven Leslie PO Box 13390, Palm Desert, CA 922553390 | Controller Highest-paid employee | 36 | $128,000 | $10,451 |
| JOAN KALIMANIS PO BOX 13390, PALM DESERT, CA 922553390 | DIRECTOR/VICE PRESIDENT | 40 | $96,377 | $230,176 |
| JENNIFER BROCK PO BOX 13390, PALM DESERT, CA 922553390 | R.E./LEASING MANAGER Highest-paid employee | 36 | $93,075 | $19,124 |
| DARRELL BURRAGE PO BOX 13390, PALM DESERT, CA 922553390 | DIRECTOR | 36 | $91,367 | $212,854 |
| KEVIN KNEIP PO BOX 13390, PALM DESERT, CA 922553390 | ACCTS. RBLE MANAGER Highest-paid employee | 36 | $87,400 | $34,457 |
| ARMANDO LOPEZ PO BOX 13390, PALM DESERT, CA 922553390 | STAFF ACCOUNTANT Highest-paid employee | 36 | $82,170 | $61,840 |
| Dorothy Webb PO BOX 13390, PALM DESERT, CA 922553390 | Charitable Staff Highest-paid employee | 36 | $65,806 | $22,024 |
| FRANCIS WONG PO BOX 13390, PALM DESERT, CA 922553390 | DIRECTOR | 36 | $43,000 | $0 |
| MICHAEL STUTZ PO BOX 13390, PALM DESERT, CA 922553390 | DIRECTOR | 36 | $43,000 | $0 |
990-PF for the year ended December 31, 2023: 14 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DOUGLASS VANCE PO BOX 13390, PALM DESERT, CA 922553390 | VP REAL ESTATE/DIRECTOR | 40 | $926,351 | $341,543 |
| CHRISTOPHER MCGUIRE PO BOX 13390, PALM DESERT, CA 922553390 | PRESIDENT/BOARD CHAIRMAN | 40 | $819,282 | $267,238 |
| MICHAEL ROVER PO BOX 13390, PALM DESERT, CA 922553390 | DIRECTOR/GENERAL COUNSEL | 40 | $582,925 | $159,426 |
| CATHARINE REED PO BOX 13390, PALM DESERT, CA 922553390 | VP PROGRAMS/DIRECTOR | 40 | $343,194 | $33,756 |
| JOSEPH GLASSETT PO BOX 13390, PALM DESERT, CA 922553390 | VICE PRESIDENT CFO | 40 | $250,869 | $43,279 |
| RUEL ORTIZ-LUIS PO BOX 13390, PALM DESERT, CA 922553390 | CONTROLLER Highest-paid employee | 36 | $209,015 | $46,209 |
| JENNIFER BROCK PO BOX 13390, PALM DESERT, CA 922553390 | R.E./LEASING MANAGER Highest-paid employee | 36 | $110,205 | $19,922 |
| JOAN KALIMANIS PO BOX 13390, PALM DESERT, CA 922553390 | DIRECTOR/VICE PRESIDENT | 40 | $93,907 | $224,159 |
| DARRELL BURRAGE PO BOX 13390, PALM DESERT, CA 922553390 | DIRECTOR | 36 | $89,099 | $212,778 |
| ARMANDO LOPEZ PO BOX 13390, PALM DESERT, CA 922553390 | STAFF ACCOUNTANT Highest-paid employee | 36 | $78,084 | $44,341 |
| KEVIN KNEIP PO BOX 13390, PALM DESERT, CA 922553390 | ACCTS. RBLE MANAGER Highest-paid employee | 36 | $74,212 | $32,806 |
| Steven Leslie PO Box 13390, Palm Desert, CA 922553390 | Controller Highest-paid employee | 36 | $73,385 | $5,121 |
| FRANCIS WONG PO BOX 13390, PALM DESERT, CA 922553390 | DIRECTOR | 36 | $43,000 | $0 |
| MICHAEL STUTZ PO BOX 13390, PALM DESERT, CA 922553390 | DIRECTOR | 36 | $43,000 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 13390, PALM DESERT, CA 92255-3390
- In care of
- % JOSEPH K GLASSETT
- Signed the 990-PF
- CHRISTOPHER MCGUIRE, President
- Phone
- (760) 341-5293
- Website
- hnberger.org
- Return prepared by
- ERNST & YOUNG US LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 52-1757452 or by the name H N AND FRANCES C BERGER FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
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 | Not 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
- 52-1757452
- 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
- 1996
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T99Z)
- Assets (IRS master file)
- $470,536,223
- Income (IRS master file)
- $44,058,235
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $27,459,652 | $45,549,754 | $470,536,223 | IRS |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $27,759,670 | $39,026,888 | $489,101,990 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | 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 52-1757452).
Questions about H N AND FRANCES C BERGER FOUNDATION
- What is the EIN of H N AND FRANCES C BERGER FOUNDATION?
- The employer identification number (EIN) of H N AND FRANCES C BERGER FOUNDATION is 52-1757452.
- Is H N AND FRANCES C BERGER FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to H N AND FRANCES C BERGER FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does H N AND FRANCES C BERGER FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of H N AND FRANCES C BERGER FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did H N AND FRANCES C BERGER FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of H N AND FRANCES C BERGER FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 14 people; 14 received compensation from the organization, the highest $852,823 (CHRISTOPHER MCGUIRE, PRESIDENT/BOARD CHAIRMAN).
- How much revenue does H N AND FRANCES C BERGER FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $27,459,652, expenses of $45,549,754 and total assets of $470,536,223 at year end.
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