Nonprofit · EIN 27-6136306
EDWIN L BERGER TR UW O
Also known as STEVEN ETKIND TTEE
Tax-exempt · PITTSBURGH, PA 15230
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $262,561 | $375,863 | -$113,302 | $4,980,508 | $0 | $4,980,508 |
| December 31, 2024 | 990-PF | $814,246 | $401,741 | $412,505 | $5,092,880 | $0 | $5,092,880 |
| December 31, 2023 | 990-PF | $519,464 | $314,688 | $204,776 | $4,682,061 | $0 | $4,682,061 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $141,961
- Net gain from sales of assets
- $120,600
Expenses
- Grants and similar amounts paid
- $292,000
- Compensation of officers, directors and key employees
- $67,258
- Disbursements for charitable purposes
- $319,153
- Excise tax on investment income
- $3,068
Balance sheet and other
- Total assets, start of year
- $5,092,880
- Total assets, end of year
- $4,980,508
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,980,508
- Fair market value of assets
- $6,882,094
- Qualifying distributions
- $319,153
- Net investment income
- $262,561
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 |
|---|---|---|---|
| BNY MELLON N A PO BOX 185, PITTSBURGH, PA 152300185 | TRUSTEE | 1 | $67,258 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BNY MELLON N A PO BOX 185, PITTSBURGH, PA 152300185 | TRUSTEE | 1 | $62,702 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BNY MELLON N A PO BOX 185, PITTSBURGH, PA 152300185 | TRUSTEE | 1 | $54,094 |
Address and contacts
- Address (IRS master file)
- PO BOX 185, PITTSBURGH, PA 15230-0185
- Signed the 990-PF
- MICHAEL STAGIS, VICE PRESIDENT
- Phone
- (212) 922-6129
- Return prepared by
- PWC US TAX LLP
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
- 27-6136306
- 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
- 2009
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $4,980,508
- Income (IRS master file)
- $2,337,507
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $262,561 | $375,863 | $4,980,508 | IRS |
| 990-PF | December 2024 | $814,246 | $401,741 | $5,092,880 | IRS |
| 990-PF | December 2023 | $519,464 | $314,688 | $4,682,061 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 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 27-6136306).
Questions about EDWIN L BERGER TR UW O
- What is the EIN of EDWIN L BERGER TR UW O?
- The employer identification number (EIN) of EDWIN L BERGER TR UW O is 27-6136306.
- Is EDWIN L BERGER TR UW O tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
- Are donations to EDWIN L BERGER TR UW O tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does EDWIN L BERGER TR UW O file?
- Form 990-PF. Private foundations file every year.
- When is the next return of EDWIN L BERGER TR UW O 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 EDWIN L BERGER TR UW O 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 EDWIN L BERGER TR UW O?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $67,258 (BNY MELLON N A, TRUSTEE).
- How much revenue does EDWIN L BERGER TR UW O have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $262,561, expenses of $375,863 and total assets of $4,980,508 at year end.
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