Philip & Lena Berger Foundation

Lakewood, NJ
Tax-exempt since Oct. 1987
EIN: 13-6880016

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$7.6k (2024)

Expenses

$33.7k (2024)

Total Assets

$67.3k (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Sept.
2024

Revenue

$7,604

Expenses

$33,667

Net Income

-$26,063

Net Assets

$67,316

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$2,410	31.7%
Sales of Assets	$5,193	68.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$33,206	98.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$67,316
Total Liabilities	$0
Net Assets	$67,316

Compensation

Key Employees and Officers	Compensation	Other
Albert Berger (President)	$0	$0
Lillian Berger (Treasurer)	$0	$0

990-PF

Filed on May 28, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Sept.
2023

Revenue

$6,996

Expenses

$16,269

Net Income

-$9,273

Net Assets

$93,379

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$3,179	45.4%
Sales of Assets	$3,816	54.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$15,724	96.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$93,379
Total Liabilities	$0
Net Assets	$93,379

Compensation

Key Employees and Officers	Compensation	Other
Albert Berger (President)	$0	$0
Lillian Berger (Treasurer)	$0	$0

990-PF

Filed on Aug. 12, 2024

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Sept.
2022

Revenue

$12,200

Expenses

$22,197

Net Income

-$9,997

Net Assets

$102,652

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$4,150	34.0%
Sales of Assets	$8,049	66.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$21,776	98.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$102,652
Total Liabilities	$0
Net Assets	$102,652

Compensation

Key Employees and Officers	Compensation	Other
Albert Berger (President)	$0	$0
Lillian Berger (Treasurer)	$0	$0

990-PF

Filed on Aug. 9, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Sept.
2021

Revenue

$5,864

Expenses

$19,854

Net Income

-$13,990

Net Assets

$112,649

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$15	0.3%
Dividends	$3,000	51.2%
Sales of Assets	$2,849	48.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$19,327	97.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$112,649
Total Liabilities	$0
Net Assets	$112,649

Compensation

Key Employees and Officers	Compensation	Other
Albert Berger (President)	$0	$0
Lillian Berger (Treasurer)	$0	$0

990-PF

Filed on Aug. 15, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Sept.
2020

Revenue

$4,889

Expenses

$12,514

Net Income

-$7,625

Net Assets

$126,638

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$259	5.3%
Dividends	$2,728	55.8%
Sales of Assets	$1,902	38.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$12,101	96.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$126,639
Total Liabilities	$1
Net Assets	$126,638

Compensation

Key Employees and Officers	Compensation	Other
Albert Berger (President)	$0	$0
Lillian Berger (Treasurer)	$0	$0

990-PF

Filed on Aug. 6, 2021

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Sept.
2019

Revenue

$4,387

Expenses

$21,942

Net Income

-$17,555

Net Assets

$134,263

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$50	1.1%
Interest Revenue	$682	15.5%
Dividends	$2,358	53.7%
Sales of Assets	$1,297	29.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$21,501	98.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$134,264
Total Liabilities	$1
Net Assets	$134,263

Compensation

Key Employees and Officers	Compensation	Other
Albert Berger (President)	$0	$0
Lillian Berger (Treasurer)	$0	$0

990-PF

Filed on Aug. 4, 2020

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending Sept.
2018

Revenue

$61,318

Expenses

$23,996

Net Income

$37,322

Net Assets

$151,819

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$55,292	90.2%
Interest Revenue	$794	1.3%
Dividends	$4,621	7.5%
Sales of Assets	$611	1.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$22,685	94.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$151,819
Total Liabilities	$0
Net Assets	$151,819

Compensation

Key Employees and Officers	Compensation	Other
Albert Berger (President)	$0	$0
Lillian Berger (Treasurer)	$0	$0

990-PF

Filed on Aug. 19, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Sept.
2017

Revenue

$84,319

Expenses

$13,652

Net Income

$70,667

Net Assets

$114,497

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$35,324	41.9%
Interest Revenue	$277	0.3%
Dividends	$605	0.7%
Sales of Assets	$48,113	57.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$13,233	96.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$114,497
Total Liabilities	$0
Net Assets	$114,497

Compensation

Key Employees and Officers	Compensation	Other
Albert Berger (President)	$0	$0
Lillian Berger (Treasurer)	$0	$0

990-PF

Filed on Aug. 15, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Sept.
2016

Revenue

$32,260

Expenses

$8,651

Net Income

$23,609

Net Assets

$43,830

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$12,842	39.8%
Interest Revenue	$28	0.1%
Dividends	$332	1.0%
Sales of Assets	$19,058	59.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$8,651	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$43,830
Total Liabilities	$0
Net Assets	$43,830

Compensation

Key Employees and Officers	Compensation	Other
Albert Berger (President)	$0	$0
Lillian Berger (Treasurer)	$0	$0

990-PF

Filed on Aug. 15, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Sept.
2015

Revenue

$6,445

Expenses

$11,515

Net Income

-$5,070

Net Assets

$20,221

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$5,000	77.6%
Interest Revenue	$0
Dividends	$554	8.6%
Sales of Assets	$891	13.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$11,042	95.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$20,221
Total Liabilities	$0
Net Assets	$20,221

Compensation

Key Employees and Officers	Compensation	Other
Albert Berger (President)	$0	$0
Lillian Berger (Treasurer)	$0	$0

990-PF

Filed on Aug. 8, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Sept.
2014

Revenue

$29,582

Expenses

$8,631

Net Income

$20,951

Net Assets

$25,291

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$5,920	20.0%
Interest Revenue	$0
Dividends	$22	0.1%
Sales of Assets	$23,640	79.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$8,631	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$25,291
Total Liabilities	$0
Net Assets	$25,291

Compensation

Key Employees and Officers	Compensation	Other
Albert Berger (President)	$0	$0
Lillian Berger (Treasurer)	$0	$0

990-PF

Filed on Aug. 17, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Sept.
2013

Revenue

$5,144

Expenses

$15,345

Net Income

-$10,201

Net Assets

$4,339

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$5,135	99.8%
Interest Revenue	$0
Dividends	$9	0.2%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$15,345	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,340
Total Liabilities	$1
Net Assets	$4,339

990-PF

Filed on Nov. 7, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Sept.
2012

Revenue

$22,015

Expenses

$17,538

Net Income

$4,477

Net Assets

$14,540

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$22,000	99.9%
Interest Revenue	$0
Dividends	$15	0.1%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$17,469	99.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$14,541
Total Liabilities	$1
Net Assets	$14,540

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2011

Revenue

$5,667

Expenses

$13,313

Net Income

-$7,646

Net Assets

$10,064

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,199	38.8%
Interest Revenue	$0
Dividends	$41	0.7%
Sales of Assets	$3,427	60.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$13,202	99.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$10,064
Total Liabilities	$0
Net Assets	$10,064

990-PF

Primary tax return for a private foundation's activities, finances, and governance

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

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Philip & Lena Berger Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $7.6k (2024)

Expenses $33.7k (2024)

Total Assets $67.3k (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Sept. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$7.6k (2024)

Expenses

$33.7k (2024)

Total Assets

$67.3k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Sept.
2024

Fiscal Year Ending Sept.
2023

Fiscal Year Ending Sept.
2022

Fiscal Year Ending Sept.
2021

Fiscal Year Ending Sept.
2020

Fiscal Year Ending Sept.
2019

Fiscal Year Ending Sept.
2018

Fiscal Year Ending Sept.
2017

Fiscal Year Ending Sept.
2016

Fiscal Year Ending Sept.
2015

Fiscal Year Ending Sept.
2014

Fiscal Year Ending Sept.
2013

Fiscal Year Ending Sept.
2012

Fiscal Year Ending Sept.
2011

Fiscal Year Ending Sept.
2010

Fiscal Year Ending Sept.
2009

Fiscal Year Ending Sept.
2008

Fiscal Year Ending Sept.
2007

Fiscal Year Ending Sept.
2006

Fiscal Year Ending Sept.
2005

Fiscal Year Ending Sept.
2004

Fiscal Year Ending Sept.
2003

Fiscal Year Ending Sept.
2002

Fiscal Year Ending Sept.
2001