Nonprofit · EIN 34-7127365
LILA L GALLIMORE TR 092688
Also known as BERGER DANIEL O TTEE
Tax-exempt · LEBANON, OH 45036
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $60,220 | $65,120 | -$4,900 | $540,677 | $0 | $540,677 |
| December 31, 2024 | 990-PF | $46,477 | $52,493 | -$6,016 | $545,577 | $0 | $545,577 |
| December 31, 2023 | 990-PF | $56,950 | $58,900 | -$1,950 | $551,593 | $0 | $551,593 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $25,503
- Interest
- $705
- Net gain from sales of assets
- $32,977
- Other income
- $1,035
Expenses
- Grants and similar amounts paid
- $43,000
- Compensation of officers, directors and key employees
- $10,000
- Disbursements for charitable purposes
- $53,000
- Excise tax on investment income
- $706
Balance sheet and other
- Total assets, start of year
- $545,577
- Total assets, end of year
- $540,677
- Total liabilities, end of year
- $0
- Net assets, end of year
- $540,677
- Fair market value of assets
- $716,368
- Qualifying distributions
- $53,000
- Net investment income
- $60,220
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 |
|---|---|---|---|
| DANIEL O BERGER 2232 PHILLIPS ROAD, LEBANON, OH 45036 | TRUSTEE | 1 | $10,000 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DANIEL O BERGER 2232 PHILLIPS ROAD, LEBANON, OH 45036 | TRUSTEE | 1 | $10,000 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DANIEL O BERGER 2232 PHILLIPS ROAD, LEBANON, OH 45036 | TRUSTEE | 1 | $10,000 |
Address and contacts
- Address (IRS master file)
- 2232 PHILLIPS RD, LEBANON, OH 45036-9648
- In care of
- % DANIEL O BERGER
- Signed the 990-PF
- DANIEL O BERGER, TRUSTEE
- Phone
- (513) 932-7608
- Return prepared by
- ECONOMOU & FLOOD PC
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
- 34-7127365
- 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
- 2001
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $540,677
- Income (IRS master file)
- $152,835
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $60,220 | $65,120 | $540,677 | IRS |
| 990-PF | December 2024 | $46,477 | $52,493 | $545,577 | IRS |
| 990-PF | December 2023 | $56,950 | $58,900 | $551,593 | 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 34-7127365).
Questions about LILA L GALLIMORE TR 092688
- What is the EIN of LILA L GALLIMORE TR 092688?
- The employer identification number (EIN) of LILA L GALLIMORE TR 092688 is 34-7127365.
- Is LILA L GALLIMORE TR 092688 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to LILA L GALLIMORE TR 092688 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LILA L GALLIMORE TR 092688 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LILA L GALLIMORE TR 092688 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 LILA L GALLIMORE TR 092688 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 LILA L GALLIMORE TR 092688?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $10,000 (DANIEL O BERGER, TRUSTEE).
- How much revenue does LILA L GALLIMORE TR 092688 have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $60,220, expenses of $65,120 and total assets of $540,677 at year end.
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