Nonprofit · EIN 36-6512021
BERGER DECEASED SETTLORS TR
Tax-exempt · WILMINGTON, DE 19850
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $195,353 | $568,383 | -$373,030 | $3,889,083 | $0 | $3,889,083 |
| December 31, 2024 | 990-PF | $648,395 | $425,666 | $222,729 | $4,261,753 | $0 | $4,261,753 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $162,738
- Net gain from sales of assets
- $32,615
Expenses
- Grants and similar amounts paid
- $434,508
- Compensation of officers, directors and key employees
- $29,721
- Disbursements for charitable purposes
- $449,865
- Excise tax on investment income
- $2,333
Balance sheet and other
- Total assets, start of year
- $4,261,753
- Total assets, end of year
- $3,889,083
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,889,083
- Fair market value of assets
- $5,136,880
- Qualifying distributions
- $449,865
- Net investment income
- $195,353
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 |
|---|---|---|---|
| RBC TRUST COMPANY DELAWARE PO BOX 15627, WILMINGTON, DE 198505627 | TRUSTEE | 2 | $29,721 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RBC TRUST COMPANY DELAWARE PO BOX 15627, WILMINGTON, DE 198505627 | TRUSTEE | 2 | $29,040 |
Address and contacts
- Address (IRS master file)
- PO BOX 15627, WILMINGTON, DE 19850-5627
- In care of
- % RBC TRUST COMPANY DELAWARE LTD
- Signed the 990-PF
- RBC TRUST COMPANY DELAWARE LTD, TRUSTEE
- Phone
- (800) 441-7698
- Return prepared by
- KPMG 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 | Check at the IRS |
IRS record
- EIN
- 36-6512021
- 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
- 2025
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Unknown (Z99)
- Assets (IRS master file)
- $3,889,083
- Income (IRS master file)
- $836,900
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $195,353 | $568,383 | $3,889,083 | IRS |
| 990-PF | December 2024 | $648,395 | $425,666 | $4,261,753 | XML |
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 36-6512021).
Questions about BERGER DECEASED SETTLORS TR
- What is the EIN of BERGER DECEASED SETTLORS TR?
- The employer identification number (EIN) of BERGER DECEASED SETTLORS TR is 36-6512021.
- Is BERGER DECEASED SETTLORS TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2025.
- Are donations to BERGER DECEASED SETTLORS TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BERGER DECEASED SETTLORS TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BERGER DECEASED SETTLORS TR 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 BERGER DECEASED SETTLORS TR 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 BERGER DECEASED SETTLORS TR?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $29,721 (RBC TRUST COMPANY DELAWARE, TRUSTEE).
- How much revenue does BERGER DECEASED SETTLORS TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $195,353, expenses of $568,383 and total assets of $3,889,083 at year end.
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