STEVE & ILENE BERGER FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- STEVE & ILENE BERGER FAMILY FOUNDATION (EIN 84-1781278)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-15
- IRS object ID
- 202611359349103121
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-15T14:25:41-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 236410283 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ISDANER & COMPANY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE BALA PLAZA SUITE 502 | AddressLine1Txt |
| City | BALA CYNWYD | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 841781278 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEVEN & ILENE BERGER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STEV | BusinessNameControlTxt |
| Phone | 6102919199 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 950 W VALLEY RD STE 2500 | AddressLine1Txt |
| City | WAYNE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19087 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ILENE BERGER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6102919199 | PhoneNum |
| Signature | 2026-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CARL LYSAGHT CPA | PreparerPersonNm |
| PTIN | P01704185 | PTIN |
| Phone | 6106684200 | PhoneNum |
| Preparation | 2026-05-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,297,377 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $418,038 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $5 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $23,772 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $23,772 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $41,366 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $883,805 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $406,639 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $483,181 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $430,416 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,118 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,059 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,059 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $6,393 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $478 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,161 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,146 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $15 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $16,672 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,683 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,074 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $440,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $440,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $456,672 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,683 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $443,074 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $26,509 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $422,733 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $8,851 | CashBOYAmt |
| Cash EOY | $40,692 | CashEOYAmt |
| Cash EOYFMV | $40,692 | CashEOYFMVAmt |
| Other Investments BOY | $1,052,183 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,046,851 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,256,685 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,061,034 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,087,543 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,297,377 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,061,034 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,087,543 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,061,034 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,087,543 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,061,034 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,087,543 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,061,034 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $26,509 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,087,543 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,087,543 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $176,351 | $176,905 | -$554 | -$554 |
| PUBLICLY TRADED SECURITIES | $282,725 | $247,496 | $35,229 | $35,229 |
| PUBLICLY TRADED SECURITIES | $424,729 | $52,765 | $371,964 | $371,964 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $406,639 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,876 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,876 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,876 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,820 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,820 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $2,056 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6102919199 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 950 W VALLEY RD STE 2500 | AddressLine1Txt |
| City | WAYNE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19087 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ILENE BERGER | ||||||||
| 950 W VALLEY RD STE 2500 | WAYNE | PA | 19087 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| STEVE BERGER | ||||||||
| 950 W VALLEY RD STE 2500 | WAYNE | PA | 19087 | SECRETARY | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,089,859 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $16,781 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,106,640 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,106,640 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,600 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,090,040 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $54,502 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $54,502 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,876 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,876 | TotalTaxAmt |
| Distributable Before Adj | $48,626 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $48,626 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $48,626 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $443,074 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $443,074 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $48,626 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $103,595 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $143,327 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $222,538 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $258,359 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $134,351 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $862,170 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $443,074 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $48,626 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $394,448 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,256,618 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $103,595 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,153,023 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $143,327 | ExcessFromYear4Amt |
| Excess From Year3 | $222,538 | ExcessFromYear3Amt |
| Excess From Year2 | $258,359 | ExcessFromYear2Amt |
| Excess From Year1 | $134,351 | ExcessFromYear1Amt |
| Excess From Current Year | $394,448 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ILENE BERGER | ContributingManagerNm |
| Contributing Manager | STEVE BERGER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN TECHNION SOCIETY | |||||||
| 100 FOUR FALLS CORPORATE CENTER | CONSHOHOCKEN | PA | 19428 | NONE | PC | GENERAL FUND | $100,000 |
| BENCHMARK SCHOOL | |||||||
| 2107 N PROVIDENCE ROAD | MEDIA | PA | 19063 | NONE | PC | GENERAL FUND | $25,000 |
| JEWISH FEDERATION OF GREATER PHILADELPHIA | |||||||
| 2100 ARCH ST | PHILADELPHIA | PA | 19103 | NONE | PC | GENERAL FUND | $25,000 |
| JEWISH NATIONAL FUND | |||||||
| 42 EAST 69TH STREET | NEW YORK | NY | 10021 | NONE | PC | GENERAL FUND | $10,000 |
| TEMPLE BETH HILLEL | |||||||
| 1001 REMINGTON ROAD | WYNNEWOOD | PA | 19096 | NONE | PC | GENERAL FUND | $50,000 |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | |||||||
| 3451 WALNUT STREET ROOM 305 | PHILADELPHIA | PA | 19107 | NONE | PC | GENERAL FUND | $200,000 |
| JACK M BARRACK HEBREW ACADEMY | |||||||
| 272 S BRYN MAWR AVE | BRYN MAWR | PA | 19010 | NONE | PC | GENERAL FUND | $5,000 |
| KINNEY CENTER | |||||||
| 376 N LATCHES LANE | MERION STATION | PA | 19066 | NONE | PC | GENERAL FUND | $20,000 |
| HEBREW FREE LOAN SOCIETY OF GREATER PHILADELPHIA | |||||||
| PO BOX 298 | WYNNEWOOD | PA | 19096 | NONE | PC | GENERAL FUND | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $440,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $23,772 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $41,366 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $65,143 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $65,143 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | STEVEN AND ILENE BERGER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 950 W VALLEY RD STE 2500 | AddressLine1Txt |
| City | WAYNE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19087 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $418,038 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (23 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 21 SHS ADVANCED MICRO DEVICES, INC. | $4,580 | 2025-12-02 |
| 1 | 26 SHS ALPHABET INC CL A | $8,208 | 2025-12-02 |
| 1 | 100 SHS ALPHABET INC CL C | $31,600 | 2025-12-02 |
| 1 | 24 SHS AMPHENOL CORP | $3,411 | 2025-12-02 |
| 1 | 11 SHS AON PLC | $3,821 | 2025-12-02 |
| 1 | 25 SHS APPLOVIN CORP | $16,476 | 2025-12-02 |
| 1 | 128 SHS ARISTA NETWORKS INC | $16,303 | 2025-12-02 |
| 1 | 320 SHS BROADCOM INC | $122,791 | 2025-12-02 |
| 1 | 32 SHS CONSTELLATION ENERGY | $11,638 | 2025-12-02 |
| 1 | 5 SHS EATON CORP | $1,677 | 2025-12-02 |
| 1 | 26 SHS ELI LILLY AND CO | $27,544 | 2025-12-02 |
| 1 | 26 SHS GE AEROSPACE | $7,532 | 2025-12-02 |
| 1 | 3 SHS GOLDMAN SACHS GROUP | $2,454 | 2025-12-02 |
| 1 | 6 SHS KLA CORP | $7,084 | 2025-12-02 |
| 1 | 4 SHS MCKESSON CORP | $3,309 | 2025-12-02 |
| 1 | 33 SHS META PLATFORMS INC | $21,284 | 2025-12-02 |
| 1 | 77 SHS MICRON TECHNOLOGY INC | $18,378 | 2025-12-02 |
| 1 | 220 SHS NETFLIX INC | $23,811 | 2025-12-02 |
| 1 | 120 SHS NVIDIA CORP | $21,839 | 2025-12-02 |
| 1 | 41 SHS ORACLE CORP | $8,358 | 2025-12-02 |
| 1 | 184 SHS PALANTIR TECHNOLOGIES | $31,665 | 2025-12-02 |
| 1 | 6 SHS PARKER-HANNIFIN CORP | $5,135 | 2025-12-02 |
| 1 | 45 SHS TESLA INC | $19,140 | 2025-12-02 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ISDANER & COMPANY | CategoryTxt |
| Amt | $6,118 | Amt |
| Net Investment Income | $3,059 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,059 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (13 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| VANGUARD MID CAP ETF | AT COST | $54,767 | $78,650 |
| VANGUARD TOTAL STOCK MARKET ETF | AT COST | $390,171 | $498,882 |
| ISHARES GOLD TRUST | AT COST | $15,843 | $37,825 |
| VANGUARD SMALL CAP ETF | AT COST | $44,800 | $55,459 |
| VANGUARD FTSE EMERGING MARKETS ETF | AT COST | $62,251 | $74,888 |
| VANGUARD FTSE DEVELOPED MARKETS ETF | AT COST | $114,467 | $135,372 |
| VANGUARD SHORT-TERM INVESTMENT GRADE | AT COST | $139,327 | $143,698 |
| U.S TREASURY NOTE .875% DUE 9/30/26 | AT COST | $42,382 | $44,111 |
| ISHARES CORE S&P SMALL | AT COST | $62,360 | $67,301 |
| U.S TREASURY NOTE 4.25% DUE 11/30/26 | AT COST | $30,183 | $30,182 |
| U.S TREASURY NOTE 3.5% DUE 10/31/27 | AT COST | $29,965 | $30,008 |
| U.S TREASURY NOTE 4.25% DUE 2/28/31 | AT COST | $30,712 | $30,703 |
| U.S TREASURY NOTE 4% DUE 11/15/35 | AT COST | $29,623 | $29,606 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $4,066 | $4,066 | $0 |
| BANK FEES | $80 | $80 | $0 |
| REGISTRATION FEES | $15 | $0 | $15 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $478 | $478 | $0 |
| EXCISE TAX | $5,915 | $0 | $0 |