Stanley L And Phyllis Berger Family Foundation

Southfield, MI
Tax-exempt since Oct. 2002
EIN: 38-3614706

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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.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$613k (2024)

Expenses

$229k (2024)

Total Assets

$1.41M (2024)

Total Liabilities

$0 (2024)

Years with missing data

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 Dec.
2024

Revenue

$613,137

Expenses

$228,645

Net Income

$384,492

Net Assets

$1,414,645

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$326,373	53.2%
Interest Revenue	$724	0.1%
Dividends	$38,941	6.4%
Sales of Assets	$247,099	40.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$209,501	91.6%
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	$1,414,645
Total Liabilities	$0
Net Assets	$1,414,645

Compensation

Key Employees and Officers	Compensation	Other
Stanley L Berger (President, Treasurer)	$0	$0
Phyllis Berger (Vice President)	$0	$0
Michael Berger (Secretary)	$0	$0
Steven Berger (Director)	$0	$0
Laurie Bounds (Director)	$0	$0

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990-PF

Filed on May 27, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$425,888

Expenses

$156,209

Net Income

$269,679

Net Assets

$1,247,431

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$207,611	48.7%
Interest Revenue	$2,747	0.6%
Dividends	$30,344	7.1%
Sales of Assets	$185,186	43.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$147,413	94.4%
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	$1,247,431
Total Liabilities	$0
Net Assets	$1,247,431

Compensation

Key Employees and Officers	Compensation	Other
Stanley L Berger (President, Treasurer)	$0	$0
Phyllis Berger (Vice President)	$0	$0
Michael Berger (Secretary)	$0	$0
Steven Berger (Director)	$0	$0
Laurie Bounds (Director)	$0	$0

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990-PF

Filed on Sept. 10, 2024

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$326,054

Expenses

$192,108

Net Income

$133,946

Net Assets

$1,071,329

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$204,766	62.8%
Interest Revenue	$207	0.1%
Dividends	$18,622	5.7%
Sales of Assets	$102,459	31.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$176,484	91.9%
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	$1,071,329
Total Liabilities	$0
Net Assets	$1,071,329

Compensation

Key Employees and Officers	Compensation	Other
Stanley L Berger (President, Treasurer)	$0	$0
Phyllis Berger (Vice President)	$0	$0
Michael Berger (Secretary)	$0	$0
Steven Berger (Director)	$0	$0
Laurie Bounds (Director)	$0	$0

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990-PF

Filed on Oct. 13, 2023

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2021

Revenue

$898,071

Expenses

$182,667

Net Income

$715,404

Net Assets

$1,007,349

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$625,260	69.6%
Interest Revenue	$0
Dividends	$20,732	2.3%
Sales of Assets	$252,079	28.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$173,000	94.7%
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	$1,007,349
Total Liabilities	$0
Net Assets	$1,007,349

Compensation

Key Employees and Officers	Compensation	Other
Stanley L Berger (President, Treasurer)	$0	$0
Phyllis Berger (Vice President)	$0	$0
Michael Berger (Secretary)	$0	$0
Steven Berger (Director)	$0	$0
Laurie Bounds (Director)	$0	$0

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990-PF

Filed on July 6, 2022

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$508,249

Expenses

$136,440

Net Income

$371,809

Net Assets

$689,296

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$300,213	59.1%
Interest Revenue	$0
Dividends	$15,228	3.0%
Sales of Assets	$192,808	37.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$127,941	93.8%
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	$689,297
Total Liabilities	$1
Net Assets	$689,296

Compensation

Key Employees and Officers	Compensation	Other
Stanley L Berger (President, Treasurer)	$0	$0
Phyllis Berger (Vice President)	$0	$0
Michael Berger (Secretary)	$0	$0
Steven Berger (Director)	$0	$0
Laurie Bounds (Director)	$0	$0

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990-PF

Filed on July 14, 2021

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$311,680

Expenses

$155,571

Net Income

$156,109

Net Assets

$492,899

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$211,101	67.7%
Interest Revenue	$0
Dividends	$12,203	3.9%
Sales of Assets	$88,376	28.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$145,717	93.7%
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	$492,899
Total Liabilities	$0
Net Assets	$492,899

990-PF

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

PDF

Fiscal Year Ending Dec.
2018

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Dec.
2017

Revenue

$328,307

Expenses

$198,423

Net Income

$129,884

Net Assets

$327,309

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$179,511	54.7%
Interest Revenue	$0
Dividends	$6,301	1.9%
Sales of Assets	-$42
Other Income	$142,537	43.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$166,705	84.0%
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	$327,309
Total Liabilities	$0
Net Assets	$327,309

Compensation

Key Employees and Officers	Compensation	Other
Stanley L Berger (President, Treasurer)	$0	$0
Phyllis Berger (Vice President)	$0	$0
Michael Berger (Secretary)	$0	$0
Steven Berger (Director)	$0	$0
Laurie Bounds (Director)	$0	$0

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990-PF

Filed on May 15, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$205,264

Expenses

$146,699

Net Income

$58,565

Net Assets

$197,425

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$97,573	47.5%
Interest Revenue	$0
Dividends	$2,751	1.3%
Sales of Assets	$3,516	1.7%
Other Income	$101,424	49.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$134,152	91.4%
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	$197,425
Total Liabilities	$0
Net Assets	$197,425

Compensation

Key Employees and Officers	Compensation	Other
Stanley L Berger (President, Treasurer)	$0	$0
Phyllis Berger (Vice President)	$0	$0
Michael Berger (Secretary)	$0	$0
Steven Berger (Director)	$0	$0
Laurie Bounds (Director)	$0	$0

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990-PF

Filed on May 30, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$251,305

Expenses

$221,809

Net Income

$29,496

Net Assets

$138,860

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$56,745	22.6%
Interest Revenue	$0
Dividends	$3,699	1.5%
Sales of Assets	$7,864	3.1%
Other Income	$182,997	72.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$132,666	59.8%
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	$138,860
Total Liabilities	$0
Net Assets	$138,860

Compensation

Key Employees and Officers	Compensation	Other
Stanley L Berger (President, Treasurer)	$0	$0
Phyllis Berger (Vice President)	$0	$0
Michael Berger (Secretary)	$0	$0
Steven Berger (Director)	$0	$0
Laurie Bounds (Director)	$0	$0

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990-PF

Filed on June 9, 2016

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$191,795

Expenses

$183,299

Net Income

$8,496

Net Assets

$109,364

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$27,756	14.5%
Interest Revenue	$0
Dividends	$1,767	0.9%
Sales of Assets	$4,405	2.3%
Other Income	$157,867	82.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$104,699	57.1%
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	$109,364
Total Liabilities	$0
Net Assets	$109,364

Compensation

Key Employees and Officers	Compensation	Other
Stanley L Berger (President, Treasurer)	$0	$0
Phyllis Berger (Vice President)	$0	$0
Michael Berger (Secretary)	$0	$0
Steven Berger (Director)	$0	$0
Laurie Bounds (Director)	$0	$0

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990-PF

Filed on May 13, 2015

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$140,654

Expenses

$148,748

Net Income

-$8,094

Net Assets

$100,868

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$25,309	18.0%
Interest Revenue	$0
Dividends	$2,206	1.6%
Sales of Assets	$254	0.2%
Other Income	$112,885	80.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$88,696	59.6%
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	$121,634
Total Liabilities	$20,766
Net Assets	$100,868

Compensation

Key Employees and Officers	Compensation	Other
Stanley L Berger (President, Treasurer)	$0	$0
Phyllis Berger (Vice President)	$0	$0
Michael Berger (Secretary)	$0	$0
Steven Berger (Director)	$0	$0
Laurie Bounds (Director)	$0	$0

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990-PF

Filed on June 5, 2014

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$120,293

Expenses

$112,701

Net Income

$7,592

Net Assets

$108,962

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$37,337	31.0%
Interest Revenue	$0
Dividends	$1,341	1.1%
Sales of Assets	$0
Other Income	$83,381	69.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$64,500	57.2%
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	$109,002
Total Liabilities	$40
Net Assets	$108,962

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$98,642

Expenses

$116,628

Net Income

-$17,986

Net Assets

$101,370

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$4,620	4.7%
Interest Revenue	$0
Dividends	$1,522	1.5%
Sales of Assets	$0
Other Income	$92,500	93.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$61,486	52.7%
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	$133,615
Total Liabilities	$32,245
Net Assets	$101,370

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

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Stanley L And Phyllis Berger Family Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $613k (2024)

Expenses $229k (2024)

Total Assets $1.41M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2018

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Revenue

$613k (2024)

Expenses

$229k (2024)

Total Assets

$1.41M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001