Nonprofit · EIN 68-6242758
BERG MEMORIAL FUND TR
Tax-exempt · NEW ULM, MN 56073
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $8,722 | $16,299 | -$7,577 | $433,637 | $0 | $433,637 |
| December 31, 2024 | 990-PF | $24,579 | $33,506 | -$8,927 | $460,748 | $0 | $460,748 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $18,340
- Net gain from sales of assets
- -$9,618
Expenses
- Grants and similar amounts paid
- $10,440
- Compensation of officers, directors and key employees
- $2,476
- Disbursements for charitable purposes
- $12,494
- Excise tax on investment income
- $203
Balance sheet and other
- Total assets, start of year
- $460,748
- Total assets, end of year
- $433,637
- Total liabilities, end of year
- $0
- Net assets, end of year
- $433,637
- Fair market value of assets
- $535,441
- Qualifying distributions
- $12,494
- Net investment income
- $18,340
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 |
|---|---|---|---|
| FRANDSEN BANK PO BOX 189, NEW ULM, MN 56073 | TRUSTEE | 2 | $2,476 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FRANDSEN BANK PO BOX 189, NEW ULM, MN 56073 | TRUSTEE | 2 | $2,383 |
Address and contacts
- Address (IRS master file)
- PO BOX 189, NEW ULM, MN 56073-0189
- In care of
- % FRANDSEN BANK & TRUST
- Signed the 990-PF
- SUSAN ALBRECHT, PRES & TRUST OF
- Phone
- (507) 353-7500
- Return prepared by
- DELOITTE TAX 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 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
- 68-6242758
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $433,637
- Income (IRS master file)
- $358,341
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $8,722 | $16,299 | $433,637 | XML |
| 990-PF | December 2024 | $24,579 | $33,506 | $460,748 | XML |
| 990-PF | December 2023 | $9,989 | $32,004 | $466,518 | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | 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 68-6242758).
Questions about BERG MEMORIAL FUND TR
- What is the EIN of BERG MEMORIAL FUND TR?
- The employer identification number (EIN) of BERG MEMORIAL FUND TR is 68-6242758.
- Is BERG MEMORIAL FUND TR tax-exempt?
- Yes. The IRS lists it as tax-exempt.
- Which annual return does BERG MEMORIAL FUND TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BERG MEMORIAL FUND TR 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 BERG MEMORIAL FUND TR 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 BERG MEMORIAL FUND TR?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $2,476 (FRANDSEN BANK, TRUSTEE).
- How much revenue does BERG MEMORIAL FUND TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $8,722, expenses of $16,299 and total assets of $433,637 at year end.
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