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Nonprofit · EIN 85-6316539

B3 FOUNDATION

Also known as BRADLEY BERGER TTEE

Tax-exempt · OVERLAND PARK, KS 66221

Financials

$525K$626K2023$600K$746K2024$560K$607K2025
Revenue Expenses · by fiscal year end
Financials of B3 FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$560,022$607,230-$47,208$12,345,543$0$12,345,543
December 31, 2024990-PF$599,561$745,685-$146,124$12,866,524$0$12,866,524
December 31, 2023990-PF$525,136$626,318-$101,182$13,016,432$0$13,016,432
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$249,974
Interest
$238,800
Net gain from sales of assets
$71,248

Expenses

Grants and similar amounts paid
$577,546
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$577,796
Excise tax on investment income
$1,025

Balance sheet and other

Total assets, start of year
$12,866,524
Total assets, end of year
$12,345,543
Total liabilities, end of year
$0
Net assets, end of year
$12,345,543
Fair market value of assets
$13,348,895
Qualifying distributions
$577,796
Net investment income
$91,580

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
BRADLEY S BERGER
15508 OAKMONT STREET, OVERLAND PARK, KS 66221
FOUNDATION COMMITTEE1$0
ELIZABETH A BERGER
15508 OAKMONT STREET, OVERLAND PARK, KS 66221
FOUNDATION COMMITTEE1$0
JAKE BERGER
15508 OAKMONT STREET, OVERLAND PARK, KS 66221
FOUNDATION COMMITTEE1$0
KYLE BERGER
15508 OAKMONT STREET, OVERLAND PARK, KS 66221
FOUNDATION COMMITTEE1$0
LUKE BERGER
15508 OAKMONT STREET, OVERLAND PARK, KS 66221
FOUNDATION COMMITTEE1$0
990-PF for the year ended December 31, 2024: 2 people
NameTitleHours / weekCompensation
BRADLEY S BERGER
15508 OAKMONT STREET, OVERLAND PARK, KS 66221
TRUSTEE1$0
ELIZABETH A BERGER
15508 OAKMONT STREET, OVERLAND PARK, KS 66221
TRUSTEE1$0
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
BRADLEY S BERGER
15508 OAKMONT STREET, OVERLAND PARK, KS 66221
TRUSTEE1$0
ELIZABETH A BERGER
15508 OAKMONT STREET, OVERLAND PARK, KS 66221
TRUSTEE1$0

Address and contacts

Address (IRS master file)
15508 OAKMONT ST, OVERLAND PARK, KS 66221-2516
Signed the 990-PF
B3 TRUST COMPANY LLC, TRUSTEE
Phone
(913) 381-4044
Return prepared by
RUBINBROWN 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 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
85-6316539
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
2022
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$12,345,543
Income (IRS master file)
$2,949,148

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$560,022$607,230$12,345,543XML
990-PFDecember 2024$599,561$745,685$12,866,524XML
990-PFDecember 2023$525,136$626,318$13,016,432XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 85-6316539).

Questions about B3 FOUNDATION

What is the EIN of B3 FOUNDATION?
The employer identification number (EIN) of B3 FOUNDATION is 85-6316539.
Is B3 FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
Are donations to B3 FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does B3 FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of B3 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 B3 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 B3 FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
How much revenue does B3 FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $560,022, expenses of $607,230 and total assets of $12,345,543 at year end.

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