Nonprofit · EIN 87-3977037
BARRY AND TAFFY BERGER FOUNDATION
Tax-exempt · WESTLAKE VLG, CA 91362
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $291,363 | $1,012,269 | -$720,906 | $8,061,112 | $32,076 | $8,029,036 |
| December 31, 2024 | 990-PF | $310,782 | $834,027 | -$523,245 | $8,833,788 | $31,976 | $8,801,812 |
| December 31, 2023 | 990-PF | $281,034 | $576,303 | -$295,269 | $9,785,348 | $31,976 | $9,753,372 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $250,651
- Net gain from sales of assets
- -$50,720
- Other income
- $91,432
Expenses
- Grants and similar amounts paid
- $0
- Disbursements for charitable purposes
- $973,929
- Excise tax on investment income
- $3,564
Balance sheet and other
- Total assets, start of year
- $8,833,788
- Total assets, end of year
- $8,061,112
- Total liabilities, end of year
- $32,076
- Net assets, end of year
- $8,029,036
- Fair market value of assets
- $10,049,091
- Qualifying distributions
- $973,929
- Net investment income
- $294,732
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 |
|---|---|---|---|
| BARRY BERGER 1051 CANDLECREST DRIVE, WESTLAKE VILLAGE, CA 91362 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BARRY BERGER 1241 CANYON RIM CIRCLE, WESTLAKE VILLAGE, CA 91362 | TRUSTEE | 0 | $0 |
| TAFFY BERGER 1241 CANYON RIM CIRCLE, WESTLAKE VILLAGE, CA 91362 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BARRY BERGER 1241 CANYON RIM CIRCLE, WESTLAKE VILLAGE, CA 91362 | TRUSTEE | 0 | $0 |
| TAFFY BERGER 1241 CANYON RIM CIRCLE, WESTLAKE VILLAGE, CA 91362 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 1051 CANDLECREST DR, WESTLAKE VLG, CA 91362-5643
- Signed the 990-PF
- BARRY BERGER, TRUSTEE
- Phone
- (818) 612-0695
- Return prepared by
- LAZAR AND COMPANY CPAS
California records
California keeps its own records of charities and corporations. Search them by EIN 87-3977037 or by the name BARRY AND TAFFY 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 | 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
- 87-3977037
- 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
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T12)
- Assets (IRS master file)
- $8,061,112
- Income (IRS master file)
- $4,682,713
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $291,363 | $1,012,269 | $8,061,112 | XML |
| 990-PF | December 2024 | $310,782 | $834,027 | $8,833,788 | XML |
| 990-PF | December 2023 | $281,034 | $576,303 | $9,785,348 | XML |
| 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 87-3977037).
Questions about BARRY AND TAFFY BERGER FOUNDATION
- What is the EIN of BARRY AND TAFFY BERGER FOUNDATION?
- The employer identification number (EIN) of BARRY AND TAFFY BERGER FOUNDATION is 87-3977037.
- Is BARRY AND TAFFY BERGER FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
- Are donations to BARRY AND TAFFY BERGER FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BARRY AND TAFFY BERGER FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BARRY AND TAFFY BERGER 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 BARRY AND TAFFY BERGER 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 BARRY AND TAFFY BERGER FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does BARRY AND TAFFY BERGER FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $291,363, expenses of $1,012,269 and total assets of $8,061,112 at year end.
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