Nonprofit · EIN 92-1116012
BERGOFFEN FAMILY FOUNDATION
Tax-exempt · PALM HARBOR, FL 34684
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $68,982 | $318,661 | -$249,679 | $4,452,772 | $0 | $4,452,772 |
| December 31, 2024 | 990-PF | $58,108 | $316,611 | -$258,503 | $4,702,451 | $0 | $4,702,451 |
| December 31, 2023 | 990-PF | $198,817 | $281,855 | -$83,038 | $4,986,494 | $25,540 | $4,960,954 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $63,436
- Net gain from sales of assets
- $5,546
Expenses
- Grants and similar amounts paid
- $290,340
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $290,340
- Excise tax on investment income
- $959
Balance sheet and other
- Total assets, start of year
- $4,702,451
- Total assets, end of year
- $4,452,772
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,452,772
- Fair market value of assets
- $6,267,765
- Qualifying distributions
- $290,340
- Net investment income
- $68,982
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 |
|---|---|---|---|
| LEAH BERGOFFEN 3473 SHORELINE CIRCLE, PALM HARBOR, FL 34684 | PRESIDENT & TREASURER | 1 | $0 |
| GLENN BERGOFFEN 3473 SHORELINE CIRCLE, PALM HARBOR, FL 34684 | VICE PRESIDENT | 1 | $0 |
| MICHELLE SCHACHTER 1887 NUTHATCH WAY, PALM HARBOR, FL 34683 | SECRETARY | 1 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LEAH BERGOFFEN 3473 SHORELINE CIRCLE, PALM HARBOR, FL 34684 | PRESIDENT & TREASURER | 1 | $0 |
| GLENN BERGOFFEN 3473 SHORELINE CIRCLE, PALM HARBOR, FL 34684 | VICE PRESIDENT | 1 | $0 |
| MICHELLE SCHACHTER 1887 NUTHATCH WAY, PALM HARBOR, FL 34683 | SECRETARY | 1 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LEAH BERGOFFEN 3473 SHORELINE CIRCLE, PALM HARBOR, FL 34684 | PRESIDENT & TREASURER | 1 | $0 |
| GLENN BERGOFFEN 3473 SHORELINE CIRCLE, PALM HARBOR, FL 34684 | VICE PRESIDENT | 1 | $0 |
| MICHELLE SCHACHTER 1887 NUTHATCH WAY, PALM HARBOR, FL 34683 | SECRETARY | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 3473 SHORELINE CIR, PALM HARBOR, FL 34684-1727
- Signed the 990-PF
- LEAH BERGOFFEN, PRESIDENT
- Phone
- (727) 460-0068
- Return prepared by
- PDR CPAS ADVISORS INC
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
- 92-1116012
- 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
- 2023
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $4,452,772
- Income (IRS master file)
- $722,260
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $68,982 | $318,661 | $4,452,772 | IRS |
| 990-PF | December 2024 | $58,108 | $316,611 | $4,702,451 | IRS |
| 990-PF | December 2023 | $198,817 | $281,855 | $4,986,494 | XML |
| 990-PF | December 2022 | – | – | – | 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 92-1116012).
Questions about BERGOFFEN FAMILY FOUNDATION
- What is the EIN of BERGOFFEN FAMILY FOUNDATION?
- The employer identification number (EIN) of BERGOFFEN FAMILY FOUNDATION is 92-1116012.
- Is BERGOFFEN FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2023.
- Are donations to BERGOFFEN FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BERGOFFEN FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BERGOFFEN 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 BERGOFFEN 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 BERGOFFEN 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 BERGOFFEN FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $68,982, expenses of $318,661 and total assets of $4,452,772 at year end.
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