Nonprofit · EIN 45-2691227
MORRIS BERGER EDUCATION TRUST
Tax-exempt · BROOKLYN, NY 11235
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990-PF | $37,963 | $28,454 | $9,509 | $694,534 | $0 | $694,534 |
| June 30, 2025 | 990-PF | $34,003 | $28,100 | $5,903 | $685,025 | $0 | $685,025 |
| June 30, 2024 | 990-PF | $42,507 | $27,782 | $14,725 | $679,122 | $0 | $679,122 |
Financial details: 990-PF for the year ended June 30, 2026
Revenue
- Contributions, gifts and grants
- $12,587
- Interest
- $25,376
Expenses
- Grants and similar amounts paid
- $25,500
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $25,500
- Excise tax on investment income
- $347
Balance sheet and other
- Total assets, start of year
- $685,025
- Total assets, end of year
- $694,534
- Total liabilities, end of year
- $0
- Net assets, end of year
- $694,534
- Fair market value of assets
- $694,534
- Qualifying distributions
- $25,500
- Net investment income
- $25,376
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 June 30, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MILTON ZEGERMAN 178 DOVER ST, BROOKLYN, NY 112353720 | TRUSTEE | 10 | $0 |
990-PF for the year ended June 30, 2025: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MILTON ZEGERMAN 178 DOVER ST, BROOKLYN, NY 112353720 | TRUSTEE | 10 | $0 |
990-PF for the year ended June 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MILTON ZEGERMAN 178 DOVER ST, BROOKLYN, NY 112353720 | TRUSTEE | 10 | $0 |
Address and contacts
- Address (IRS master file)
- 178 DOVER ST, BROOKLYN, NY 11235-3720
- In care of
- % MILTON ZEGERMAN
- Signed the 990-PF
- MILTON ZEGERMAN, TRUSTEE
- Phone
- (917) 370-9652
- Return prepared by
- SHALIK MORRIS & COMPANY 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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | 990-PF on file |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 45-2691227
- 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
- 2011
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $694,534
- Income (IRS master file)
- $37,963
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2026 | $37,963 | $28,454 | $694,534 | XML |
| 990-PF | June 2025 | $34,003 | $28,100 | $685,025 | XML |
| 990-PF | June 2024 | $42,507 | $27,782 | $679,122 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2019 | – | – | – | 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 45-2691227).
Questions about MORRIS BERGER EDUCATION TRUST
- What is the EIN of MORRIS BERGER EDUCATION TRUST?
- The employer identification number (EIN) of MORRIS BERGER EDUCATION TRUST is 45-2691227.
- Is MORRIS BERGER EDUCATION TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
- Are donations to MORRIS BERGER EDUCATION TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MORRIS BERGER EDUCATION TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MORRIS BERGER EDUCATION TRUST due?
- The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MORRIS BERGER EDUCATION TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2026.
- Who are the officers and directors of MORRIS BERGER EDUCATION TRUST?
- The 990-PF for the year ended June 30, 2026 lists 1 person; 0 received compensation from the organization.
- How much revenue does MORRIS BERGER EDUCATION TRUST have?
- On its 990-PF for the year ended June 30, 2026 it reported revenue of $37,963, expenses of $28,454 and total assets of $694,534 at year end.
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