Nonprofit · EIN 92-1944355
A&L BERG FOUNDATION
Tax-exempt · LOS ANGELES, CA 90064
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $724,216 | $851,988 | -$127,772 | $11,404,263 | $33,361 | $11,370,902 |
| December 31, 2024 | 990-PF | $5,464,017 | $889,500 | $4,574,517 | $10,917,772 | $26,264 | $10,891,508 |
| December 31, 2023 | 990-PF | $5,131,985 | $277,733 | $4,854,252 | $5,119,514 | $36,925 | $5,082,589 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $50,000
- Dividends
- $266,696
- Net gain from sales of assets
- $407,520
Expenses
- Grants and similar amounts paid
- $274,000
- Compensation of officers, directors and key employees
- $200,000
- Disbursements for charitable purposes
- $781,918
- Excise tax on investment income
- $13,695
Balance sheet and other
- Total assets, start of year
- $10,917,772
- Total assets, end of year
- $11,404,263
- Total liabilities, end of year
- $33,361
- Net assets, end of year
- $11,370,902
- Fair market value of assets
- $11,404,263
- Qualifying distributions
- $787,918
- Net investment income
- $1,059,616
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 |
|---|---|---|---|
| CAROLYN RAMO 11444 W OLYMPIC BOULEVARD 11TH, FLOOR, LOS ANGELES, CA 90064 | EXECUTIVE DIRECTOR | 30 | $200,000 |
| ALLISON K BERG 11444 W OLYMPIC BOULEVARD 11TH, FLOOR, LOS ANGELES, CA 90064 | PRESIDENT | 20 | $0 |
| LAURENCE M BERG 11444 W OLYMPIC BOULEVARD 11TH, FLOOR, LOS ANGELES, CA 90064 | TREASURER/SECRETARY | 1 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CAROLYN RAMO 11444 W OLYMPIC BOULEVARD 11TH, FLOOR, LOS ANGELES, CA 90064 | EXECUTIVE DIRECTOR | 30 | $193,750 |
| ALLISON K BERG 11444 W OLYMPIC BOULEVARD 11TH, FLOOR, LOS ANGELES, CA 90064 | PRESIDENT | 20 | $0 |
| LAURENCE M BERG 11444 W OLYMPIC BOULEVARD 11TH, FLOOR, LOS ANGELES, CA 90064 | TREASURER/SECRETARY | 1 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CAROLYN RAMO 11444 W OLYMPIC BOULEVARD 11TH, FLOOR, LOS ANGELES, CA 90064 | EXECUTIVE DIRECTOR | 30 | $62,500 |
| ALLISON K BERG 11444 W OLYMPIC BOULEVARD 11TH, FLOOR, LOS ANGELES, CA 90064 | PRESIDENT | 20 | $0 |
| LAURENCE M BERG 11444 W OLYMPIC BOULEVARD 11TH, FLOOR, LOS ANGELES, CA 90064 | TREASURER/SECRETARY | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 11444 W OLYMPIC BLVD FL 11, LOS ANGELES, CA 90064-1500
- In care of
- % HCVT
- Signed the 990-PF
- ALISON BERG, PRESIDENT
- Phone
- (310) 566-1900
- Website
- ALBERGFOUNDATION.ORG
- Return prepared by
- LUTZ AND CARR CPAS LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 92-1944355 or by the name A&L BERG 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
- 92-1944355
- 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)
- $11,404,263
- Income (IRS master file)
- $3,832,293
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $724,216 | $851,988 | $11,404,263 | XML |
| 990-PF | December 2024 | $5,464,017 | $889,500 | $10,917,772 | XML |
| 990-PF | December 2023 | $5,131,985 | $277,733 | $5,119,514 | 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 92-1944355).
Questions about A&L BERG FOUNDATION
- What is the EIN of A&L BERG FOUNDATION?
- The employer identification number (EIN) of A&L BERG FOUNDATION is 92-1944355.
- Is A&L BERG FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2023.
- Are donations to A&L BERG FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does A&L BERG FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of A&L BERG 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 A&L BERG 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 A&L BERG FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 1 received compensation from the organization, the highest $200,000 (CAROLYN RAMO, EXECUTIVE DIRECTOR).
- How much revenue does A&L BERG FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $724,216, expenses of $851,988 and total assets of $11,404,263 at year end.
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