Nonprofit · EIN 72-6027811
ALEX BERGER FOUNDATION
Tax-exempt · NEW ORLEANS, LA 70130
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2025 | 990-PF | $47,618 | $43,074 | $4,544 | $862,657 | $0 | $862,657 |
| July 31, 2024 | 990-PF | $69,363 | $40,131 | $29,232 | $858,113 | $0 | $858,113 |
Financial details: 990-PF for the year ended July 31, 2025
Revenue
- Dividends
- $11,009
- Interest
- $27,355
- Net gain from sales of assets
- -$3,368
- Other income
- $12,622
Expenses
- Grants and similar amounts paid
- $41,086
- Disbursements for charitable purposes
- $42,441
- Excise tax on investment income
- $709
Balance sheet and other
- Total assets, start of year
- $858,113
- Total assets, end of year
- $862,657
- Total liabilities, end of year
- $0
- Net assets, end of year
- $862,657
- Fair market value of assets
- $862,657
- Qualifying distributions
- $42,441
- Net investment income
- $50,986
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 July 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DARRYL D BERGER 365 CANAL STREET, NEW ORLEANS, LA 701301216 | TRUSTEE | 0 | $0 |
| DONNA KAY BERGER 365 CANAL STREET SUITE 1480, NEW ORLEANS, LA 701301216 | TRUSTEE | 0 | $0 |
990-PF for the year ended July 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DARRYL D BERGER 365 CANAL STREET, NEW ORLEANS, LA 701301216 | TRUSTEE | 0 | $0 |
| DONNA KAY BERGER 365 CANAL STREET SUITE 1480, NEW ORLEANS, LA 701301216 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 365 CANAL ST STE 1480, NEW ORLEANS, LA 70130-1216
- Signed the 990-PF
- DONNA KAY BERGER, TRUSTEE
- Phone
- (504) 581-9077
- Return prepared by
- JACOBSON ADLER 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 July, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | July 31, 2026 | December 15, 2026 | Not due yet |
| 2024 | July 31, 2025 | December 15, 2025 | 990-PF on file |
| 2023 | July 31, 2024 | December 16, 2024 | 990-PF on file |
IRS record
- EIN
- 72-6027811
- 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
- 1964
- Accounting year ends
- July
- Files
- Form 990-PF
- Assets (IRS master file)
- $862,657
- Income (IRS master file)
- $192,997
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | July 2025 | $47,618 | $43,074 | $862,657 | XML |
| 990-PF | July 2024 | $69,363 | $40,131 | $858,113 | XML |
| 990-PF | July 2023 | – | – | – | IRS |
| 990-PF | July 2022 | – | – | – | IRS |
| 990-PF | July 2021 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about ALEX BERGER FOUNDATION
- What is the EIN of ALEX BERGER FOUNDATION?
- The employer identification number (EIN) of ALEX BERGER FOUNDATION is 72-6027811.
- Is ALEX BERGER FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1964.
- Are donations to ALEX BERGER FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ALEX BERGER FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ALEX BERGER FOUNDATION due?
- The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ALEX BERGER FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended July 2025.
- Who are the officers and directors of ALEX BERGER FOUNDATION?
- The 990-PF for the year ended July 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does ALEX BERGER FOUNDATION have?
- On its 990-PF for the year ended July 31, 2025 it reported revenue of $47,618, expenses of $43,074 and total assets of $862,657 at year end.
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