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Nonprofit · EIN 95-4300830

LENORE S & BERNARD A GREENBERG FUND

Tax-exempt · BEVERLY HILLS, CA 90210

Financials

$783K$2.8M2023$514K$485K2024
Revenue Expenses · by fiscal year end
Financials of LENORE S & BERNARD A GREENBERG FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
April 30, 2025990-PF$514,081$485,084$28,997$4,449,813$0$4,449,813
April 30, 2024990-PF$783,195$2,758,247-$1,975,052$4,420,816$0$4,420,816
Financial details: 990-PF for the year ended April 30, 2025

Revenue

Dividends
$158,869
Net gain from sales of assets
$355,212

Expenses

Grants and similar amounts paid
$397,500
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$397,600
Excise tax on investment income
$6,055

Balance sheet and other

Total assets, start of year
$4,420,816
Total assets, end of year
$4,449,813
Total liabilities, end of year
$0
Net assets, end of year
$4,449,813
Fair market value of assets
$5,782,656
Qualifying distributions
$397,600
Net investment income
$514,081

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 April 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
BERNARD A GREENBERG TRUSTEE
1009 N ROXBURY DRIVE, BEVERLY HILLS, CA 90210
Director0$0
LENORE S GREENBERG TRUSTEE
1009 N ROXBURY DRIVE, BEVERLY HILLS, CA 90210
Director5$0
990-PF for the year ended April 30, 2024: 2 people
NameTitleHours / weekCompensation
BERNARD A GREENBERG TRUSTEE
1009 N ROXBURY DRIVE, BEVERLY HILLS, CA 90210
Director5$0
LENORE S GREENBERG TRUSTEE
1009 N ROXBURY DRIVE, BEVERLY HILLS, CA 90210
Director5$0

Address and contacts

Address (IRS master file)
1009 N ROXBURY DR, BEVERLY HILLS, CA 90210-3021
In care of
% CASKEY ET AL
Signed the 990-PF
Lenore S Greenberg, Director
Phone
(310) 276-4349
Return prepared by
Livingston Group Inc

California records

California keeps its own records of charities and corporations. Search them by EIN 95-4300830 or by the name LENORE S & BERNARD A GREENBERG FUND.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in April, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025April 30, 2026September 15, 2026Not on file
2024April 30, 2025September 15, 2025990-PF on file
2023April 30, 2024September 16, 2024990-PF on file

IRS record

EIN
95-4300830
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
1992
Accounting year ends
April
Files
Form 990-PF
Assets (IRS master file)
$4,449,813
Income (IRS master file)
$514,081

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFApril 2025$514,081$485,084$4,449,813XML
990-PFApril 2024$783,195$2,758,247$4,420,816XML
990-PFApril 2023–––IRS
990-PFApril 2022–––IRS
990-PFApril 2021–––IRS
990-PFApril 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 95-4300830).

Questions about LENORE S & BERNARD A GREENBERG FUND

What is the EIN of LENORE S & BERNARD A GREENBERG FUND?
The employer identification number (EIN) of LENORE S & BERNARD A GREENBERG FUND is 95-4300830.
Is LENORE S & BERNARD A GREENBERG FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
Are donations to LENORE S & BERNARD A GREENBERG FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does LENORE S & BERNARD A GREENBERG FUND file?
Form 990-PF. Private foundations file every year.
When is the next return of LENORE S & BERNARD A GREENBERG FUND due?
The return for tax year 2025 (the year ending April 30, 2026) is due September 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did LENORE S & BERNARD A GREENBERG FUND last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended April 2025.
Who are the officers and directors of LENORE S & BERNARD A GREENBERG FUND?
The 990-PF for the year ended April 30, 2025 lists 2 people; 0 received compensation from the organization.
How much revenue does LENORE S & BERNARD A GREENBERG FUND have?
On its 990-PF for the year ended April 30, 2025 it reported revenue of $514,081, expenses of $485,084 and total assets of $4,449,813 at year end.

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