Nonprofit · EIN 36-4120417
SALLY AND MILES BERGER FAMILY FOUNDATION
Tax-exempt · RANCHO MIRAGE, CA 92270
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $46,839 | $196,476 | -$149,637 | $1,458,369 | $0 | $1,458,369 |
| December 31, 2024 | 990-PF | $60,048 | $126,581 | -$66,533 | $1,600,371 | $0 | $1,600,371 |
| December 31, 2023 | 990-PF | $261,910 | $114,960 | $146,950 | $1,666,947 | $0 | $1,666,947 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $18,450
- Interest
- $20,472
- Net gain from sales of assets
- $7,917
Expenses
- Grants and similar amounts paid
- $183,500
- Disbursements for charitable purposes
- $186,780
- Excise tax on investment income
- $524
Balance sheet and other
- Total assets, start of year
- $1,600,371
- Total assets, end of year
- $1,458,369
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,458,369
- Fair market value of assets
- $1,835,011
- Qualifying distributions
- $186,780
- Net investment income
- $46,839
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 |
|---|---|---|---|
| MILES BERGER 42 SUN DANCE DRIVE, RANCHO MIRAGE, CA 92270 | CEO | 0.1 | $0 |
| ALBERT BERGER 7704 WOODROW WILSON DRIVE, LOS ANGELES, CA 90046 | VP | 0.1 | $0 |
| ELIZABETH A BERGER 1320 N STATE PARKWAY, CHICAGO, IL 60610 | SECRETARY | 0.1 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MILES BERGER 42 SUN DANCE DRIVE, RANCHO MIRAGE, CA 92270 | CEO | 0 | $0 |
| ALBERT BERGER 7704 WOODROW WILSON DRIVE, LOS ANGELES, CA 90046 | VP | 0 | $0 |
| ELIZABETH BERGER 1320 N STATE PARKWAY, CHICAGO, IL 60610 | SECRETARY | 0 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MILES BERGER 42 SUN DANCE DRIVE, RANCHO MIRAGE, CA 92270 | CEO | 0 | $0 |
| ALBERT BERGER 7704 WOODROW WILSON DRIVE, LOS ANGELES, CA 90046 | VP | 0 | $0 |
| ELIZABETH BERGER 1320 N STATE PARKWAY, CHICAGO, IL 60610 | SECRETARY | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 42 SUN DANCE DR, RANCHO MIRAGE, CA 92270-3465
- In care of
- % MILES L BERGER
- Signed the 990-PF
- ELIZABETH A BERGER, SECRETARY
- Phone
- (312) 543-2209
- Return prepared by
- CUTRARA & COMPANY
California records
California keeps its own records of charities and corporations. Search them by EIN 36-4120417 or by the name SALLY AND MILES BERGER FAMILY FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
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
- 36-4120417
- 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
- 1997
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22Z)
- Assets (IRS master file)
- $1,458,369
- Income (IRS master file)
- $415,565
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $46,839 | $196,476 | $1,458,369 | IRS |
| 990-PF | December 2024 | $60,048 | $126,581 | $1,600,371 | IRS |
| 990-PF | December 2023 | $261,910 | $114,960 | $1,666,947 | 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 36-4120417).
Questions about SALLY AND MILES BERGER FAMILY FOUNDATION
- What is the EIN of SALLY AND MILES BERGER FAMILY FOUNDATION?
- The employer identification number (EIN) of SALLY AND MILES BERGER FAMILY FOUNDATION is 36-4120417.
- Is SALLY AND MILES BERGER FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to SALLY AND MILES BERGER FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SALLY AND MILES BERGER FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SALLY AND MILES BERGER FAMILY FOUNDATION 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 SALLY AND MILES BERGER FAMILY FOUNDATION 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 SALLY AND MILES BERGER FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does SALLY AND MILES BERGER FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $46,839, expenses of $196,476 and total assets of $1,458,369 at year end.
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