Nonprofit · EIN 92-1465261
KOERNER FAMILY FOUNDATION
Tax-exempt · MARCO ISLAND, FL 34145
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $1,096,543 | $652,567 | $443,976 | $9,554,675 | $0 | $9,554,675 |
| December 31, 2024 | 990-PF | $364,644 | $567,878 | -$203,234 | $9,110,699 | $0 | $9,110,699 |
| December 31, 2023 | 990-PF | -$139,227 | $546,856 | -$686,083 | $9,313,933 | $0 | $9,313,933 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $335,862
- Dividends
- $221,127
- Interest
- $4
- Net gain from sales of assets
- $527,765
- Other income
- $11,785
Expenses
- Grants and similar amounts paid
- $574,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $586,756
- Excise tax on investment income
- $9,546
Balance sheet and other
- Total assets, start of year
- $9,110,699
- Total assets, end of year
- $9,554,675
- Total liabilities, end of year
- $0
- Net assets, end of year
- $9,554,675
- Fair market value of assets
- $12,501,547
- Qualifying distributions
- $586,756
- Net investment income
- $748,896
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 |
|---|---|---|---|
| BERND KOERNER 698 SOLANA CT, MARCO ISLAND, FL 34145 | PRESIDENT/DIRECTOR | 5 | $0 |
| JENNIFER KOERNER 698 SOLANA CT, MARCO ISLAND, FL 34145 | SECRETRAY/TREASURER | 5 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BERND KOERNER 698 SOLANA CT, MARCO ISLAND, FL 34145 | PRESIDENT/DIRECTOR | 5 | $0 |
| JENNIFER KOERNER 698 SOLANA CT, MARCO ISLAND, FL 34145 | SECRETRAY/TREASURER | 5 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BERND KOERNER 698 SOLANA CT, MARCO ISLAND, FL 34145 | PRESIDENT/DIRECTOR | 5 | $0 |
| JENNIFER KOERNER 698 SOLANA CT, MARCO ISLAND, FL 34145 | SECRETRAY/TREASURER | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 698 SOLANA CT, MARCO ISLAND, FL 34145-1928
- In care of
- % BERND KOERNER
- Signed the 990-PF
- Bernd Koerner, President
- Phone
- (248) 258-1094
- Return prepared by
- BDO USA
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
- 92-1465261
- 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)
- Education (B82)
- Assets (IRS master file)
- $9,554,675
- Income (IRS master file)
- $2,558,609
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $1,096,543 | $652,567 | $9,554,675 | XML |
| 990-PF | December 2024 | $364,644 | $567,878 | $9,110,699 | XML |
| 990-PF | December 2023 | -$139,227 | $546,856 | $9,313,933 | XML |
| 990-PF | December 2022 | – | – | – | 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 92-1465261).
Questions about KOERNER FAMILY FOUNDATION
- What is the EIN of KOERNER FAMILY FOUNDATION?
- The employer identification number (EIN) of KOERNER FAMILY FOUNDATION is 92-1465261.
- Is KOERNER FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2023.
- Are donations to KOERNER FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does KOERNER FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of KOERNER FAMILY 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 KOERNER FAMILY 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 KOERNER FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does KOERNER FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,096,543, expenses of $652,567 and total assets of $9,554,675 at year end.
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