Nonprofit · EIN 88-4280881
JOHN L BERBERICH CHARITABLE TRUST
Tax-exempt · PONTIAC, IL 61764
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $81,991 | $230,378 | -$148,387 | $5,024,879 | $421,000 | $4,603,879 |
| December 31, 2024 | 990-PF | $0 | $111,577 | -$111,577 | $4,752,266 | $0 | $4,752,266 |
| December 31, 2023 | 990-PF | $44,582 | $50,000 | -$5,418 | $10,000 | $0 | $10,000 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Interest
- $8,113
- Net rental income
- $121,212
- Net gain from sales of assets
- -$71,547
Expenses
- Grants and similar amounts paid
- $203,300
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $203,300
- Excise tax on investment income
- $1,798
Balance sheet and other
- Total assets, start of year
- $4,752,266
- Total assets, end of year
- $5,024,879
- Total liabilities, end of year
- $421,000
- Net assets, end of year
- $4,603,879
- Fair market value of assets
- $5,591,735
- Qualifying distributions
- $203,300
- Net investment income
- $153,538
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 |
|---|---|---|---|
| THOMAS E HERR 1040 W HOWARD STREET, PONTIAC, IL 61764 | TRUSTEE | 2 | $0 |
| SERENA M HERR 2108 WOODBINE ROAD, BLOOMINGTON, IL 61704 | TRUSTEE | 1 | $0 |
| SARAH E GILPIN 1712 E VERNON DRIVE, URBANA, IL 61802 | TRUSTEE | 1 | $0 |
| GRACE M HERR 8501 E ALAMEDA AVENUE 1433, DENVER, CO 80230 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THOMAS E HERR 1040 W HOWARD STREET, PONTIAC, IL 61764 | TRUSTEE | 2 | $0 |
| SERENA M HERR 2108 WOODBINE ROAD, BLOOMINGTON, IL 61704 | TRUSTEE | 1 | $0 |
| SARAH E GILPIN 1712 E VERNON DRIVE, URBANA, IL 61802 | TRUSTEE | 1 | $0 |
| GRACE M HERR 8501 E ALAMEDA AVENUE 1433, DENVER, CO 80230 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THOMAS E HERR 1040 W HOWARD STREET, PONTIAC, IL 61764 | TRUSTEE | 2 | $0 |
| SERENA M HERR 2108 WOODBINE ROAD, BLOOMINGTON, IL 61704 | TRUSTEE | 1 | $0 |
| SARAH E GILPIN 1712 E VERNON DRIVE, URBANA, IL 61802 | TRUSTEE | 1 | $0 |
| GRACE M HERR 8501 E ALAMEDA AVENUE 1433, DENVER, CO 80230 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1040 W HOWARD ST, PONTIAC, IL 61764-1606
- In care of
- % THOMAS E HERR
- Signed the 990-PF
- THOMAS E HERR, TRUSTEE
- Phone
- (815) 844-7128
- Return prepared by
- STRIEGEL KNOBLOCH & COMPANY 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 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
- 88-4280881
- 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
- 2023
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $5,024,879
- Income (IRS master file)
- $1,328,538
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $81,991 | $230,378 | $5,024,879 | IRS |
| 990-PF | December 2024 | $0 | $111,577 | $4,752,266 | IRS |
| 990-PF | December 2023 | $44,582 | $50,000 | $10,000 | XML |
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 88-4280881).
Questions about JOHN L BERBERICH CHARITABLE TRUST
- What is the EIN of JOHN L BERBERICH CHARITABLE TRUST?
- The employer identification number (EIN) of JOHN L BERBERICH CHARITABLE TRUST is 88-4280881.
- Is JOHN L BERBERICH CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2023.
- Are donations to JOHN L BERBERICH CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JOHN L BERBERICH CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JOHN L BERBERICH CHARITABLE TRUST 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 JOHN L BERBERICH CHARITABLE TRUST 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 JOHN L BERBERICH CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does JOHN L BERBERICH CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $81,991, expenses of $230,378 and total assets of $5,024,879 at year end.
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